Investment Strategy


  • Stocks Gain For 4th Week; Dow Up Nearly 2% Friday, 24 Sep 2010 | 5:06 PM ET

    Stocks closed higher for a fourth straight week Friday, extending a September rally with huge daily gains fueled by optimism over the future direction of the economy  Caterpillar and Alcoa rose, Oracle fell.

  • Petrobras' Giant IPO Just a Bubble Omen? Friday, 24 Sep 2010 | 4:21 PM ET

    IPO desks, which have had a miserable year, are salivating over the success of the Petrobras deal, which raised $67 billion in the largest secondary offering ever. Not so fast, skeptics have been telling me.

  • Stocks On Pace for 4th Week of Gains Friday, 24 Sep 2010 | 3:47 PM ET

    Stocks were on track to end significantly higher Friday and for the fourth straight week as traders began to gain more confidence in the future health of the economy.  Caterpillar and Alcoa rose, Oracle fell.

  • Tepper Comments Underscore QE Danger: Traders Friday, 24 Sep 2010 | 3:18 PM ET

    Tepper is bullish on stocks and feel the risk reward is on the upside. Why? Because the Fed is your friend. Quantitative easing (QE) is going to trigger a move out of bonds and into stocks. But a number of traders say this is exactly the problem.

  • Bull_wall_street_front2_200.jpg

    "This feels like there's been a big psychological switch in just the past few weeks to the point where it's scary how fast things have shifted," says one market strategist.

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    Many experts have called gold a bubble for the last five years, even as it outperformed the equities’ market by almost 200 percent during the same time frame. Others, on the other hand, believe it is being manipulated for a quick profit at the expense of retail investors.

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    The Canadian financial system is “firing on all cylinders,” Mark Carney, the head of Canada’s central bank, the Bank of Canada, told CNBC Friday.

  • Lawmakers Take Steps to Protect Gold Investors Friday, 24 Sep 2010 | 1:12 PM ET

    As gold tops $1,300 an ounce, lawmakers in Washington are aiming to ensure that consumers don't get trounced by bad gold deals.

  • Art Cashin: Why Markets Are Higher Today Friday, 24 Sep 2010 | 1:12 PM ET

    Stocks surged Friday after a boost in durable goods orders—and despite news that home sales had their second-worst month on record in August. Art Cashin, director of floor operations at UBS Financial Services, discussed his market outlook.

  • Stocks Gain, Led by Consumers, Banks Friday, 24 Sep 2010 | 11:47 AM ET

    Stocks continued to surge Friday morning after a boost in durable goods orders and news that the rate of sales of new homes was unchanged from July.  Caterpillar and Alcoa rose.

  • Stocks to Watch: Costco, SunPower and More ... Friday, 24 Sep 2010 | 11:00 AM ET
    Six in 60

    Here's why you should keep a close eye on these six stocks.

  • Dollar at 7-Mo. Low; Multinationals Lifted Friday, 24 Sep 2010 | 10:56 AM ET

    The S&P futures had moved a bit higher at 8:30am ET, as durable goods ex-transportation came in higher than expected (up 2 percent vs. 0.6 percent expected); headline durable goods was also a tad better than expected. Also, the prior month's 0.3% gain was revised, upward, now showing a 0.7% increase.

  • Farr: The Ugly State of Housing Friday, 24 Sep 2010 | 10:49 AM ET
    Foreclosed California home

    The fact that so much supply continues to exist even in an environment of 4.5% mortgage rates is an extremely concerning issue. If sellers can't sell without dropping prices now, what will happen to prices if mortgage rates rise? But ah, we know the government won't let that happen.

  • David Tepper

    Government intervention in the financial markets virtually guarantees that most investment choices will go up, hedge fund manager David Tepper told CNBC.

  • Futures Extend Gains After Durable Goods Friday, 24 Sep 2010 | 9:23 AM ET

    U.S. stock index futures pointed to a higher open despite a report that durable goods orders fell more than expected, and ahead of an update on the housing sector and further signs of a potential economic recovery..

  • Kaminsky's Call: The Art of Investing Friday, 24 Sep 2010 | 8:13 AM ET

    During the "lost decade," so many lost tangible assets; that has been well-documented. Less chronicled was the proliferation of art purchases by hedge fund managers in the mid-2000's. Many attributed the phenomenon to "ego-buying," but there was a credible inherent strategy.

  • See what's happening, who's talking and what will be making headlines on Friday's Squawk on the Street.

  • Shorting Bonds Will Be 'Trade of the Decade': Kass Friday, 24 Sep 2010 | 7:56 AM ET

    Looming inflationary pressures are threatening the enormous rally in the bonds market, hedge fund manager Doug Kass told CNBC.

  • Are You Better Off Investing in Canada? Friday, 24 Sep 2010 | 7:55 AM ET
    Canadian flag

    Share your opinion in today's poll.

  • Positive on Commodities, Chinese Stocks Friday, 24 Sep 2010 | 2:10 AM ET

    Commodities are back in favor for Roger Groebli, senior manager at ABN AMRO Bank Switzerland, due to a stronger-than-expected rise in demand from China.