Investment Strategy


  • Should Buffett Negotiate the Bailout Deal? Thursday, 25 Sep 2008 | 6:52 AM ET
    Warren Buffett

    Treasury Secretary Henry Paulson has spent a good part of the last two days on Capitol Hill arguing that the government should not demand a stake in any Wall Street firms it bails out. Demanding such a stake, Mr. Paulson says, could scare away many of those firms from participating in the bailout, leaving the credit markets as hobbled as they are now, the New York Times reported.

  • Credit Markets Fear Meter Rising Wednesday, 24 Sep 2008 | 4:23 PM ET

    Warren Buffett said we were on the "brink" last week. That's pretty scary when you look at the unsettled nature of credit markets yesterday and again today, as Congress wrestles on hours of live television with the request to save Wall Street from itself.

  • Market's Reaction To Today's Hearings Wednesday, 24 Sep 2008 | 4:09 PM ET

    The market was quiet for most of the day. This is the narrowest trading range we have seen this month. Volume was light.

  • Paulson: Plan is NOT a Bailout Wednesday, 24 Sep 2008 | 4:06 PM ET

    Secretary Paulson is doing the right thing in his afternoon testimony: he is arguing that this is not a bailout, it is an asset purchasing program. The $700 billion is for Working Capital to buy mortgages.

  • Strategist Picks Straddles and Black Gold Wednesday, 24 Sep 2008 | 2:43 PM ET

    What's REX Capital Group's Jonathan Kleisner doing, with the markets in a spin? Two answers: options strategies and oil plays.

  • NYSE CEO Duncan Niederauer And Short Sale Rule Wednesday, 24 Sep 2008 | 2:21 PM ET

    The NYSE has said they are expecting a broader solution to the short-selling ban, but they are expecting an extension of the current ban on short-selling in financials, which expires October 2nd.

  • Commercial Bank Stock Picks (Pt. 2) Wednesday, 24 Sep 2008 | 1:03 PM ET

    Don't judge all financial stocks by the Lehman-AIG-Merrill meltdown. Commercial banks look strong and will get stronger, according to Richard Bove and Jack Bouroudjian. The expert strategists offered their recommendations to CNBC. (Part Two)

  • Buy Commercial Banks, Says Bove (Pt. 1) Wednesday, 24 Sep 2008 | 1:01 PM ET

    Don't judge all financial stocks by the Lehman-AIG-Merrill meltdown. Commercial banks look strong and will get stronger, according to Richard Bove and Jack Bouroudjian. The expert strategists offered their recommendations to CNBC. (Part One)

  • Bailout Bill: The Only Question Is, What Will Be In It Wednesday, 24 Sep 2008 | 12:51 PM ET

    It's not a question of whether a bill will pass. Rep. Frank has said that efforts are already underway to come up with a joint Senate-House bill to give the Treasury Department authority to buy mortgage assets.

  • Video: Time to Buy China? Wednesday, 24 Sep 2008 | 12:16 PM ET

    Have Chinese equities bottomed?  Jerry Lou, China strategist at Morgan Stanley, offered CNBC his outlook for the Shanghai-Beijing stock market.

  • Don't Forget About Housing--Some Fairly Good News There Wednesday, 24 Sep 2008 | 12:12 PM ET

    Existing home sales were slightly lower than expected at 4.91 m sales for August. While the inventory level of homes for sale is still well above normal, the good news is that it did come down, to a 10.4 months supply, the lowest in many months.

  • Bernanke: "...This Is A Matter For Psychology."  (UPDATE) Wednesday, 24 Sep 2008 | 11:02 AM ET

    That's what Mr. Bernanke said to Senator Schumer, who has been pressing both Mr. Bernanke and Treasury Secretary Paulson for some agreement that would provide a lesser amount (say $150 billion) initially, and then have the next administration vote on providing more funds.

  • Crescenzi: Patience Will Win With Credit Spreads Wednesday, 24 Sep 2008 | 10:55 AM ET
    Tony Crescenzi

    Investors with steadier nerves than the consensus will win. Substantial strains continue to exist in the money market, as evidenced by Libor and Treasury bill rates. It's the widest spread to the fed funds target since 1987, says bond expert Tony Crescenzi.

  • Busch: We Need Action on Money Markets Wednesday, 24 Sep 2008 | 10:31 AM ET

    As we await the latest performance by the dynamic duo of Ben Bernanke and Hank Paulson, I would hope they are spending some time investigating something of their own: Namely, why the money markets have frozen in the United States.

  • Goldman And Buffett Wednesday, 24 Sep 2008 | 9:09 AM ET

    Anyone want to look into trading in Goldman Sachs at the close yesterday? Goldman goes from $120 to $125 in the last 5 minutes of trading yesterday, while the broader market was dropping. Anything happen with Goldman after the close? Anyone?

  • What the Pros Say: Watch What Buffett Is Doing Wednesday, 24 Sep 2008 | 8:42 AM ET

    There may still be value in the markets if investors choose carefully from the stocks carnage debris.

  • Don't do it, Carmen says. Here's why.

  • Q&A: Your Best Money Moves Now Tuesday, 23 Sep 2008 | 8:22 PM ET

    How to get in touch directly with a deadbeat lender and much more from Tuesday's show.

  • Rescue Bill Drama, Global Slowdown Drag on Market Tuesday, 23 Sep 2008 | 5:28 PM ET

    Update: The House is moving quickly. They already have a Discussion Bill in circulation regarding the Treasury’s proposal. (READ STORY TO SEE IT.) The Dow moved in a 300 point range (which is normal for the past couple of weeks) today to end near the lows, but the volume has been much lighter than last week.

  • Ulzheimer: Find Opportunities In the Turmoil Tuesday, 23 Sep 2008 | 4:41 PM ET

    If nothing else, this financial crisis affords us all a great opening to re-evaluate our wealth-building strategies, our contributor says.