Investment Strategy


  • Pisani: After Fed, 3 More Things to Watch This Week Tuesday, 16 Mar 2010 | 6:54 PM ET

    Federal Reserve done for the moment. What's next? Three factors for the remainder of week: 1) inflation indicators: PPI tomorrow, CPI Thursday. 2) Quadruple witching on Friday. 3) Health care bill is the unknown.

  • Pisani: What the Fed Said — and Meant Tuesday, 16 Mar 2010 | 6:39 PM ET

    The Federal Reserve continues to modestly upgrade the economy, ex-housing. The job market is "stabilizing," business spending on equipment and software has...

  • 2 Big Volume Stocks — and Why They're Moving Tuesday, 16 Mar 2010 | 6:09 PM ET

    Two companies, KLA-Tencor and Dr Pepper Snapple, are seeing their shares moving at levels not reached in years — apparently, for different reasons.  Analysts Patrick Ho of Stifel Nicolaus and David Silver of Wall Street Strategies offered their market intelligence.

  • Is Share Buyback Tsunami an Investor Buy Signal? Tuesday, 16 Mar 2010 | 5:22 PM ET

    Company share buybacks are roaring, at a rate unseen in years. Is that a market buy signal? Mike Holland, chairman of Holland & Co., and Jack Bouroudjian, chief executive of Indexfuturesgroup.com, offered their insights.

  • Leading the Bull Run Tuesday, 16 Mar 2010 | 4:42 PM ET
    Wall Street in Crisis

    In thinking back to last year at this time as the market was just starting to turn, hardly anybody was confident enough to call a bottom.

  • Stocks Finish Higher as Fed Gives Market Lift Tuesday, 16 Mar 2010 | 4:02 PM ET

    Stocks picked up again in the final hour of trading after the Federal Reserve said it would continue to keep interest rates low for "an extended period."

  • house

    Mortgage rates, which many feared would rise sharply when the Fed stops propping up the market, may not budge much, analysts say

  • Volatility Trap: Traders Ignoring 'Huge Event' Ahead Tuesday, 16 Mar 2010 | 12:54 PM ET

    The VIX (CBOE Market Volatility Index) is hovering near its 2-year lows. Does this mean smooth sailing ahead — or dangerous complacency? Paul Britton, founder and chief executive of the Capstone Holdings Group, foresees a "huge event coming up." He offered CNBC his stock market outlook.

  • Pisani: Traders Plan on Steady Rates Tuesday, 16 Mar 2010 | 11:11 AM ET

    Stock futures Tuesday were a couple points higher ahead of the Fed meeting. An informal survey of stock traders indicate that no one is expecting a dramatic change in wording or rates. Most feel that unemployment will stay in the 9 percent range, that inflation will remain in the 1 to (at most) 2 percent range in 2010, and that none of this warrants rate increases before late in the year.

  • Trader Sees Giant Move in Monster Shares Tuesday, 16 Mar 2010 | 10:17 AM ET

    A trader is betting that shares of Monster Worldwide will gain significantly by late summer. The online employment company closed yesterday up 0.37 percent to $16.17. The stock has been trading between $14 and $19 since early August.

  • Farr: Proceed With Caution Tuesday, 16 Mar 2010 | 9:36 AM ET

    There’s too much liquidity and optimism to be short and not enough fundamental, constructive traction to be long.

  • Roubini Worried by 'Runaway Fiscal Deficits' Tuesday, 16 Mar 2010 | 9:23 AM ET
    Nouriel Roubini

    Stock market volatility is likely to increase as investors are faced with the dilemma of government and central banks' exits from stimulus strategies, economist Nouriel Roubini told CNBC Tuesday.

  • Futures Higher Ahead of Fed; Housing Helps Tuesday, 16 Mar 2010 | 8:41 AM ET

    Stock index futures remained true to recent form before the bell Tuesday, little changed compared with fair value ahead of the Federal Reserve's decision on interest rates later in the day.

  • Market Tips: Wake Up Your Portfolio with Coffee Tuesday, 16 Mar 2010 | 8:28 AM ET

    Global stocks were mostly higher on Tuesday as investors bet the Federal Reserve will repeat its vow of keeping interest rates low for an extended period of time at its monthly meeting. Experts told CNBC a mild double dip could be in the works. As a result, they are positive on commodities, including oil, platinum and soft commodities like coffee and corn.

  • Housing Market Sure to Double-Dip: Whitney Tuesday, 16 Mar 2010 | 7:16 AM ET
    Mortgage Problems

    The US housing market will face another retreat while mortgage-backed securities and Treasurys are likely to go through a "material" correction, Meredith Whitney, CEO of Meredith Whitney Advisory Group, told CNBC Tuesday.

  • Wall Street sign

    The Federal Reserve is unlikely to make any changes to its easy money policy for now, and that could be a positive for stocks.

  • Dow Ekes Out Gain, Buoyed by Walmart Monday, 15 Mar 2010 | 5:33 PM ET

    After being down all day, the Dow and S&P eked out gains Monday, led by Walmart after an analyst upgrade on the stock. Plus financials pulled off a gain amid relief after Sen. Chris Dodd unveiled his financial-reform bill.

  • Is the S&P 500 Headed Back Toward 1045? Monday, 15 Mar 2010 | 4:45 PM ET

    Stocks wavered Monday as mostly lukewarm financials were counterbalanced by Wal-Mart's strength. What's ahead? Katie Stockton of MKM Partners and Carter Worth of Oppenheimer offered CNBC their market outlooks.

  • The Dodd Effect on Bank Stocks Monday, 15 Mar 2010 | 4:04 PM ET

    One little surprise: some form of the Volcker rule appears to be in the bill, which would limit proprietary trading activities, and—f early indications are correct—would limit banks from investing in or sponsoring hedge funds or private equity funds.

  • China, Reform Weigh on Stocks; AIG Rises Monday, 15 Mar 2010 | 3:21 PM ET

    Stocks declined Monday as the dollar gained after a warning from Moody's on the U.S. and other nations with AAA debt ratings and amid worries about China tightening.  Financials took a hit amid jitters over financial reform.