Investment Strategy


  • Pisani: Simon Property's General Growth Bid is HUGE Tuesday, 16 Feb 2010 | 12:54 PM ET

    Simon Property Group bid for General Growth: a BIG DEAL. How big? Too big to pass up. A once in a lifetime opportunity to buy high-quality assets.

  • How Greece is Affecting Dollar, Oil & Gold: Experts Tuesday, 16 Feb 2010 | 10:45 AM ET

    How will the European debt crisis affect the currency and commodities markets this week? Adam Cole, director and global head of FX strategy at RBC Capital Markets, Tom Pawlicki, precious metals analyst at MF Global and Stephen Schork, editor of The Schork Report shared their views.

  • Dow Up Nearly 100, Led by Merck, Chevron Tuesday, 16 Feb 2010 | 10:37 AM ET

    Stocks rallied Tuesday after a manufacturing report blew past expectations and some decent earnings reports.  Merck and Chevron led the Dow. Kraft was the biggest drag.

  • While the Greek stock market is down 2.4 percent this morning, most of the rest of Europe is up fractionally. China, Hong Kong, Taiwan and Malaysia markets are closed due to the Chinese New Year, while Brazil is in the middle of Carnival. Barclays rose 11 percent pre-open, as it reported profits nearly double that of 2008. And Simon Property Group made a $10 billion offer to buy all of General Growth Properties.

  • Futures Jump to Kick off Shortened Week Tuesday, 16 Feb 2010 | 6:10 AM ET

    Investors return from the three-day holiday Tuesday and stock index futures pointed to a strong start for the broader markets.

  • Stocks Will Hit New Highs by Summer: Trader Monday, 15 Feb 2010 | 11:33 AM ET

    The economic recovery and improving employment picture in the U.S. will help to boost stocks and the market will push to new highs by the summer, Piers Curran, head of trading at Amplify Trading, told CNBC Monday.

  • EU Wants Greece to Explain Debt Swaps Monday, 15 Feb 2010 | 8:38 AM ET

    The European Commission said Monday that it wants Greece to explain how it used complex financial deals that allegedly made its debt limits look lower.

  • Charts: China Stocks to Fall for Several Months Monday, 15 Feb 2010 | 5:52 AM ET

    Now is not the time to put money into the Shanghai Composite Index as the Chinese stock market looks set to fall for the next several months, Robin Griffiths, technical strategist from Cazenove Capital, told CNBC Monday.

  • Week Ahead: Stocks 'Edgy' Over Greek Debt, Stimulus Sunday, 14 Feb 2010 | 6:56 PM ET

    Investors are likely to stay uncertain in the coming week, with investors focused on Europe's sovereign credit woes in the short term, and a world with less government-induced stimulus in the long term.

  • Wild Swings to End Week; Techs Gain Friday, 12 Feb 2010 | 7:43 PM ET

    Stocks ended a volatile week with wild swings Friday as China's surprise tightening of its lending standards rattled global markets. Techs rallied, delivering the Nasdaq its best week since early January. All three major indexes snapped a four-week losing streak.Investors, keen to play the dips, retreated to one of their safe plays — technology. The Dow snapped a four-week winning streak, while the Nasdaq had its best week since early January.

  • Markets struggled on Friday on China’s surprise tightening of its lending standards and concerns about the global recovery. How should investors position their portfolios? Joseph LaVorgna, chief U.S. economist and CNBC contributor at Deutsche Bank and Brent McQuiston, vice president at Wealth Trust-Arizona discussed their insights.

  • Global markets have been rattled in recent weeks by concerns over debt trouble in Greece. But could this be an opportunity for U.S. investors to benefit from bonds and stocks coming out of at-risk European countries? James Altucher, managing director at Formula Capital shared his stock picks.

  • Dow Should Bottom at 9800: Market Pro Friday, 12 Feb 2010 | 4:48 PM ET

    Stocks fell sharply on Friday as world markets were shaken over China's recent decision to tighten capital requirements for banks. Where are markets headed from this point? Bill Spiropoulos, CEO of CoreStates Capital Advisors shared his insights.

  • Investors Must Have a Long-Term View: Equity Analyst Friday, 12 Feb 2010 | 4:46 PM ET

    How should investors prepare their portfolios as the market heads into a three-day break? Wayne Kaufman, chief market analyst at John Thomas Financial, and Kim Caughey, VP and senior equity analyst at Fort Pitt Capital Group, shared their market outlooks.

  • Hirschhorn: Trading Is a Brees Friday, 12 Feb 2010 | 1:35 PM ET

    Last week, we watched Drew Brees deliver an A-caliber performance as he led the Saints to their first ever Super Bowl victory. I’ve found the similarities between trading and sports are remarkable, which is why there are some great lessons we can take from his performance.

  • Pisani: Credit Issues, China & Dubai Again Friday, 12 Feb 2010 | 12:41 PM ET

    Aksi, Greece: Germany balks on aid. Angela Merkel, the chancellor of Germany, is said to have made it clear she wants to see reforms in Greece before loans are committed.

  • How China Is Moving Dollar, Oil & Gold: Experts Friday, 12 Feb 2010 | 12:25 PM ET

    Markets fell sharply on Friday as world markets were rattled over China's decision to tighten capital requirements for banks. How is China’s move affecting the U.S. dollar, gold and commodities? Boris Schlossberg, director of currency research at GFT Forex, Jim Steel, chief commodities analyst at HSBC and Peter Beutel, president of Cameron Hanover shared their insights.

  • Stocks Fall Sharply on Tightening in China Friday, 12 Feb 2010 | 11:53 AM ET

    Stocks fell sharply Friday as world markets were rattled over China's decision to tighten capital requirements for banks. The Dow was down more than 100 points, or over 1 percent, in the first few minutes of trading.

  • While China is trying to slow their rate of growth, the rest of the world is not going to end its “nascent recovery,” said Bob Doll, chief equity strategist at BlackRock. He shared his market outlook and investment strategies.

  • Expect a little more volume than normal Friday: Berkshire Hathaway Class B shares are going into the S&P 500 today. This is attracting an unusual amount of interest from the trading community, due to the large size of the addition. About $1 trillion is indexed to the S&P 500.