Investment Strategy


  • What to Expect From Fed Meeting: Market Pro Tuesday, 27 Apr 2010 | 1:44 PM ET

    Stocks opened lower on Tuesday amid jitters about the Federal Reserve's two-day policy meeting. What should investors expect going forward? Joseph Balestrino, senior VP, portfolio manager and fixed income market strategist at Federated Investors, shared his insights.

  • Portugal May Struggle Until 2013: S&P Note Tuesday, 27 Apr 2010 | 1:21 PM ET

    U.S. stocks weakened today as European indices headed south. Those European indices, which were weak all morning, weakened further about 11am ET, upon hearing that Portugal's long term sovereign credit ratings were lowered by S&P to A- from A+.

  • Goldman's Fight to Retain Trust Tuesday, 27 Apr 2010 | 1:03 PM ET

    Will Fortune 500 companies continue to do business with the Wall Street giant?

  • Questioning of Goldman Gets Heated Tuesday, 27 Apr 2010 | 12:01 PM ET

    The Senate hearings start off with tough questioning about what Wall Street owes its clients.

  • Right Now, It’s All about Profits and Recovery Tuesday, 27 Apr 2010 | 11:33 AM ET

    With all eyes trained on the financial-regulation bill and the Goldman Sachs hearings, I’d like to keep hope alive by focusing attention on the V-shaped recovery.

  • Is Goldman 'Unethical'? Tuesday, 27 Apr 2010 | 11:19 AM ET

    As the financial giant defends itself against the SEC civil suit, does the firm have a responsibility to admit any wrong doing, whether legal or illegal?

  • TI Earnings a 'Good Proxy' For Continuing Recovery Tuesday, 27 Apr 2010 | 10:28 AM ET

    Texas Instruments posted higher-than-expected quarterly results on Monday after the bell. Does the stock have further room to run? Adam Benjamin, managing director at Jefferies & Company shared his insights.

  • Stocks Pare Losses as Confidence Jumps Tuesday, 27 Apr 2010 | 10:19 AM ET

    Stocks pared their losses Tuesday after a report showed consumer confidence rose to its highest level since September 2008.

  • US Earnings Strong as Global Stocks Slide Tuesday, 27 Apr 2010 | 10:05 AM ET

    International stocks are weaker this morning. Greece stocks are infecting Portugal and Spain (both down more than 2 percent). China's Shanghai Composite Index is down another 2 percent, to the lowest levels since October last year, as they have been tightening rules on property borrowing recently...

  • Hedge Funds Shrug off Regulatory Threat Tuesday, 27 Apr 2010 | 10:00 AM ET

    As Goldman Sachs faced investigation and Democrats and Republicans battle over financial regulation in the house it appears hedge funds are thriving despite the threat of more stringent rules.

  • Farrell: Greece—A New Moral Hazard? Tuesday, 27 Apr 2010 | 9:41 AM ET
    The Parthenon in Greece

    The bailout of Greece has stirred ferocious debate and fallout in Germany, which has an election shortly.

  • McAfee Calls Gain Ahead of Earnings and Takeover Rumor Tuesday, 27 Apr 2010 | 7:22 AM ET

    Traders were snapping up calls in McAfee yesterday ahead of its earnings report this week amid rumors that the company might be a takeover target.

  • Futures Fall Ahead of Fed, Goldman  Tuesday, 27 Apr 2010 | 6:29 AM ET

    U.S. stock index futures edged lower ahead of the open Tuesday as the Federal Reserve prepared to start its two-day policy meeting and Goldman Sachs CEO Lloyd Blankfein is scheduled to appear before Congress.

  • Gold Is the 'Only Currency': Strategist Monday, 26 Apr 2010 | 11:41 PM ET

    Gold is "the only currency" worth investing in as it is a good hedge against the eurozone's fiscal troubles, said Mathew Kaleel, co-founder & portfolio manager, H3 Global Advisors.

  • The spectacle of Goldman Sachs executives being grilled before a Senate committee—and the potential bite of regulatory reform—could keep pressure on financial stocks.

  • Construction Shows Improvement...Slowly Monday, 26 Apr 2010 | 6:03 PM ET

    Is there a tougher businesss to be in than construction in the U.S.? Still, Eagle Materials, which makes concrete, cement and wallboard, reported earnings ahead of expectations — a gain of 4 cents, better than the loss of 3 cents expected. The good and bad news..?

  • Dow Erases Gains as Bank Stocks Drag Monday, 26 Apr 2010 | 5:19 PM ET

    The Dow erased nearly all of its gains Monday, dragged down by the financial sector amid worries about financial reform. Caterpillar led the Dow's gainers, up more than 4 percent.

  • Meredith Whitney

    Goldman Sachs has lost much of the edge it had over competitors due to recent fraud charges and its stock should be avoided, analyst Meredith Whitney told CNBC.

  • Interesting Elements to the Goldman Story Monday, 26 Apr 2010 | 5:01 PM ET

    As I’ve told readers of my Wall Street newsletter, Wall Street and Washington are as connected as strongly as I’ve ever seen them in my 20 years covering financial news, due in large measure to the cries for financial reform in the wake of the recent crisis.

  • Hidden Cost to a United Airlines Deal Monday, 26 Apr 2010 | 4:39 PM ET

    United Airlines has an obscure liability to the pension benefit guaranty corporation that could get triggered if the company merges with Continental.