Investment Strategy


  • Collateral Requirements Imposed on BP Have Increased Monday, 28 Jun 2010 | 12:09 PM ET

    Requirements imposed on BP by trading partners have risen since the April 20 Gulf spill, according to people familiar with the matter, in part because of ratings downgrades.

  • Six in 60 Seconds: Dow Chemical, Garmin and More... Monday, 28 Jun 2010 | 11:50 AM ET

    Today's six stocks worth watching.

  • Stocks Turn Higher After High Court Ruling Monday, 28 Jun 2010 | 11:49 AM ET

    Stocks turned higher Monday after the Supreme Court struck down a key part of the Sarbanes-Oxley law, which regulates corporate accounting.

  • US Needs to Stop Spending: Former IMF Economist Monday, 28 Jun 2010 | 11:17 AM ET

    The US needs to stop being the world spender of first and last resort, former IMF chief economist Raghuram G. Rajan told CNBC Monday.

  • Busch: G20 Ignores Obama Monday, 28 Jun 2010 | 10:25 AM ET

    Following the letter of Canada’s PM Stephen Harper, the G20 did something extraordinary: they’ve agreed to specific dates and amounts for fiscal deficit reduction.

  • US Stocks Set for First Quarterly Drop Since Q1 2009 Monday, 28 Jun 2010 | 10:19 AM ET

    Depending on your point of view, it was either a great G20 summit or another sign of hopeless gridlock. It was a great summit if you are laissez-faire (they put off agreement on a global bank tax and did little else and dropped a 2012 deadline for stricter capital provisions); but it was also obvious how hopelessly split the leaders were, between those who wanted more spending and those who wanted less.

  • Greece Will Have To Restructure: Equity Strategist Monday, 28 Jun 2010 | 10:00 AM ET

    Even with the EU bailout, giving Greece 3-years of breathing room, the market is saying something is not right and that Greece will not be able to avoid some sort of debt restructuring.

  • Every investor loves to find "one-decision stocks."  For those unfamiliar with the term, these are stocks that you buy and don't think about selling for years. These opportunities do not come often, especially in today's uncertain markets. Think of this as one you could own for a long, long time, and here's why:

  • Yoshikami: Wireless is Not Dot Com Monday, 28 Jun 2010 | 9:35 AM ET
    Two women compare the new iPhone 4 (right) and an iPhone 3 in front of Manhattan's 5th Avenue Apple Store.

    With the release of Apple's iPhone 4 to a hyped up community and the rapid increase in the popularity of smartphones, we are seeing a monumental game-changing shift in the technology space. This is not a replay in the Dot Com bubble; this tectonic shift is one that will actually result in corporate profits.

  • Analyst Watch: Stocks With Good Fundamentals Monday, 28 Jun 2010 | 8:52 AM ET

    Here's what analysts and others say they're watching before the bell Monday.

  • Futures Shed Gains on Economic News Monday, 28 Jun 2010 | 8:51 AM ET

    US stock futures remained positive after economic news showed gains in income doubled those in spending and consumer saving hit its highest level since September 2009.

  • The Financial Crisis Is Not Over: Consultant Monday, 28 Jun 2010 | 3:59 AM ET

    The banking crisis is not over and the global economic recovery is far from guaranteed, according to Danny Gabay, a director at Fathom Consulting in London.

  • Darwin-Style Survivor Stocks Will Beat Double-Dip Monday, 28 Jun 2010 | 3:19 AM ET

    The key factor for the stock market in coming months will be the pace at which the global economy slows, Philippe Gijsels, head of research at BNP Paribas Fortis Global Markets, told CNBC Monday.

  • Chinese Will Show Patience with US 'Kids' at G20 Friday, 25 Jun 2010 | 8:40 PM ET
    Hershey's Kisses

    China, as anyone with even a passing interest in the way Beijing operates knows, thinks long term. Want to be big in clean energy? A 10-year plan will be on your desk within the month, sir.

  • Job seekers wait in line to have their résumés reviewed at the second annual Anaheim/Orange County Job Fair.

    Friday's jobs data looms as the first major economic report of the year's second half, which promises to challenge markets with slower economic growth.

  • Stocks Shed 2.9% for Week, Led by Energy Friday, 25 Jun 2010 | 5:36 PM ET

    Stocks ended mixed Friday, with banks rallying after Congress finally settled on a financial-reform bill. For the week, though, stocks lost 2.9 percent, led by energy.

  • There has been much attention paid today to the language in the bill as it applies to the market making function of trading and to the parts of a banks’ derivatives business that must be segregated in a separately capitalized subsidiary.

  • M&A Will Pick Up As Economy Improves: Market Pro Friday, 25 Jun 2010 | 4:43 PM ET
    David Simon, CEO of Twin Securities

    Corporations flush with cash are eager to engage in M&As—but only when they feel confident about the economy—veteran risk arbitrager David Simon told CNBC Friday.

  • Prep Your Portfolio for Next Week: Strategists Friday, 25 Jun 2010 | 3:36 PM ET

    Which stocks should investors be buying into next week? Barbara Marcin, portfolio manager at Gabelli Blue Chip Value Fund, and Peter Andersen, portfolio manager at Congress Asset Management Company, shared their best plays.

  • How Bank Reform Will Affect Proprietary Trading Friday, 25 Jun 2010 | 3:31 PM ET

    Kate Kelly's insight into why large banks are concerned about language that was taken out of the Volcker Rule because it may cut into their market-making profits, which is at the core of what they do in trading stocks and bonds.