Investment Strategy


  • Investor Agenda Begins Now Tuesday, 9 Jun 2009 | 4:41 PM ET

    I am thrilled to be begining what I hope will be one of your stops for interesting ideas and comments about some of my interviews and travels.

  • Oil, and the Weak Dollar Tuesday, 9 Jun 2009 | 4:35 PM ET

    The oil breakout:  Weak dollar and speculative buying spur price moves, but little in the way of fundamentals. Many economists have been despairing as oil and gasoline hit their highest levels since October of last year. 

  • Investing in Africa: Fund Manager's Strategy Tuesday, 9 Jun 2009 | 4:33 PM ET

    African countries are improving politically and economically and their businesses are doing "great," said Lawrence Speidell, portfolio manager at Frontier Market Asset Management.

  • Are Investors Tapped Out? Tuesday, 9 Jun 2009 | 3:17 PM ET

    How much cash is really sitting on the sidelines? The good news is that markets have held up well in the past week in the face of higher Treasury yields. The bad news is that there seems to be little buying interest; are investors tapped out?

  • Stocks Waver After TARP News; Techs Gain Tuesday, 9 Jun 2009 | 2:41 PM ET

    Stocks turned mixed Tuesday after the banks approved to repay TARP loans were named. But tech stocks held onto their gains after Texas Instruments  raised its earnings and revenue targets for the second quarter.

  • Buying Stocks or Bonds is ‘Gambling’: John Bogle Tuesday, 9 Jun 2009 | 2:38 PM ET

    Nobody should buy a stock and nobody should buy a bond, said John Bogle, founder and former CEO of The Vanguard Group.

  • 4 Bank Stocks that Look Attractive: Analyst Tuesday, 9 Jun 2009 | 1:18 PM ET

    Bank stocks might be volatile, but investors should be exposed to them right now, said David George, senior research analyst at Robert W. Baird.

  • How to Invest in Latin America: Strategist Tuesday, 9 Jun 2009 | 1:14 PM ET

    Vern Hayden, founder and president of Hayden Wealth Management, said investing in Latin America is like “playing with matchsticks” — but can be very rewarding.

  • Investing Strategy: Bull vs Bear Tuesday, 9 Jun 2009 | 12:49 PM ET

    John Hussman, portfolio manager at Hussman Strategic Growth Fund, and Art Nunes, market strategist at IMS Capital Management, offered their economic outlooks and investment advice.

  • Pros Say: Interest Rates Threaten Equities Markets Tuesday, 9 Jun 2009 | 12:14 PM ET
    Investor Spring Cleaning - A CNBC Special Report

    Stocks opened higher on Tuesday with financials leading. Ten banks are set to repay capital they received through the TARP. They're expected to give back some $68 billion, about twice what the government expected. Read and listen to what the experts had to say...

  • The Chosen Ten Tuesday, 9 Jun 2009 | 11:04 AM ET

    As expected, 10 banks are being permitted to repay their TARP money, a combined $68 billion. Oddly, they didn't name the banks, but it's JPMorgan, Goldman Sachs, Morgan Stanley, US Bancorp, American Express, Capital One, BB&T, Bank of New York, State Street and Northern Trust.

  • Commodities and Inflation: How to Trade Now Tuesday, 9 Jun 2009 | 10:26 AM ET

    The ever-increasing threat of inflation and the spike we’re already seeing in commodity prices is highlighting the countless hedging opportunities available with commodity-based exchange traded fund (ETF) investors. It’s time to start thinking about how you’re going to hedge rising prices.

  • Stocks Rise as TARP Repayers Are Named Tuesday, 9 Jun 2009 | 10:16 AM ET

    Stocks opened higher Tuesday, with bank stocks rising as some of the nation's largest institutions poised to repay government bailout money.

  • The "Wall Of Worry" Grows Taller Tuesday, 9 Jun 2009 | 9:16 AM ET
    A New York Stock Exchange trader.

    Stocks refuse to drop, but the "wall of worry" gets higher. Bond yield backups, dollar strength have all become topics in the past week.

  • Chinese solar wafer maker ReneSola rose yesterday along with some upside options activity.

  • Futures Turn Positive as TARP Banks Go Higher Tuesday, 9 Jun 2009 | 7:42 AM ET

    Futures showed a relatively flat open for Wall Street on Tuesday as the dollar's rally, fueled by last week’s better than expected jobs report, fizzled out and some investors went back into stocks.

  • Look to the US for Recovery, Not China: Strategist Tuesday, 9 Jun 2009 | 7:37 AM ET

    The US economy will beat China and other economies in shaking off the recession and returning to growth, Roger Nightingale, strategist from Pointon York, told CNBC Tuesday.

  • Pros Say: US Unemployment May Be Closer to 16% Tuesday, 9 Jun 2009 | 5:55 AM ET

    Global stocks were higher Tuesday, while the dollar took profits after its rally the previous day. Experts tell CNBC that last Friday's better-than-expected jobs report should be taken with a pinch of salt.

  • Market Insider: Tuesday Look Ahead Monday, 8 Jun 2009 | 8:46 PM ET

    Stocks are vulnerable to the dual tensions of a stronger dollar and rising Treasury yields. Tuesday marks the first of three Treasury auctions this week, with $35 billion in 3-year notes expected. There is also wholesale trade data and the NFIB small business survey.

  • How to Profit on Properties: Strategist Monday, 8 Jun 2009 | 5:25 PM ET

    Sam Lieber of Alpine Mutual Funds advised investors on how to make money in the housing sector through emerging markets.