Investment Strategy


  • Market Insider: July Could Be Bumpy Tuesday, 30 Jun 2009 | 8:13 PM ET

    The best quarter in 10 years is now history, as investors quickly shift their focus to the promise of a bumpy road for stocks in July.

  • Strategist: 'You'd Better Own Some Gold' Tuesday, 30 Jun 2009 | 8:01 PM ET

    Stock markets are set to log their best quarter in 10 years. Should investors pour their money into equities? David Tice, market strategist at Federated Investors, offered CNBC his investment advice.

  • Yoshikami: July Earnings BETTER Be Better Tuesday, 30 Jun 2009 | 7:12 PM ET

    With all the talk of green shoots and hopeful expectations, the reality is companies must begin to report better earnings if we expect equity rallies to continue forward. Hope and expectation are all good and fine, but reality must match real-world company performance. July earnings will offer up some clues on what the rest for the year will look like.

  • Options Point to Nokia Stock Swing Tuesday, 30 Jun 2009 | 4:43 PM ET

    Options action turned bearish on Nokia Tuesday, as traders positioned for the cell phone maker to lose at least a quarter of its value.

  • The Dow Down, But Not Out Tuesday, 30 Jun 2009 | 4:31 PM ET

    The Dow Industrials broke a 3-month winning streak, with a monthly loss of 0.63% in June. The 3-month winning streak was the longest for the Dow since Aug.-Oct. 2007. However, the other indices continued on to a four-month rally.

  • Coping With The Prospect of Inflation Tuesday, 30 Jun 2009 | 4:10 PM ET

    Question:  I’ve been thinking about retiring for a few years now but I’m really concerned about how expensive everything is.  I’m still working and wondering if I’ll ever have enough to retire.  How do you help people cope with high inflation?  Phillip, CT

  • Analyst's Best Stock Trades: Coffee Retailers Tuesday, 30 Jun 2009 | 3:42 PM ET

    "People still need their coffee fix, despite the tough economy," said David Tarantino, analyst at Robert W. Baird & Co.

  • Merkin Sells His Rothko's Tuesday, 30 Jun 2009 | 2:04 PM ET

    Insurance on $300 million worth of paintings by Mark Rothko and Alberto Giacometti can get pretty expensive. Just ask Ezra Merkin, the disgraced financier who is fighting civil charges from N.Y. Attorney General Andrew Cuomo.

  • Dick Bove's Bank Picks for the Second Half Tuesday, 30 Jun 2009 | 1:59 PM ET

    As we face the second half of 2009, how should investors play financials? Dick Bove of Rochdale Securities offered CNBC his take on bank stocks.

  • Hirschhorn: Don't Get Madoff'd Tuesday, 30 Jun 2009 | 1:39 PM ET

    People tend to see what they want to see, so it's not surprising Bernie Madoff was able to convince scores of investors his scam was legit. And while many still wonder how such a large-scale fraud could happen, there were a number of missed warning signs for investors.

  • Art Cashin: Beware Oil's Key Resistance Level Tuesday, 30 Jun 2009 | 11:39 AM ET

    The Dow keeps experiencing minor pullbacks. As the quarter ends, is the big correction finally coming? Art Cashin, director of floor operations at UBS, offered CNBC his stock-market outlook.

  • Bad News Hits Traders Hard Tuesday, 30 Jun 2009 | 11:25 AM ET

    Markets are selling off in midmorning trading after being hit with disappointing economic data. The S&P/Case Shiller index indicated U.S. home prices continue to tumble in April....and retreating consumer confidence is also weighing on the markets.

  • Big Ideas, Tough Challenges Tuesday, 30 Jun 2009 | 11:12 AM ET

    The Aspen Institute is kicking off its week-long "Aspen Ideas Festival" The event - now in its fifth year - has become a place to explore ideas and come up solutions to fix the toughest challenges of the day. The economy will take center stage as Washingtonians are high in attendance this year.

  • Day-Trading 2.0 — Twitter Takes on Stocks Tuesday, 30 Jun 2009 | 8:15 AM ET
    Close up of someone typing on a laptop.

    As investors continually look for an edge, social media sites like Twitter have become a popular tool for raw information—and rumors.

  • Print More Money to Avoid Bigger Slump: Hendry Tuesday, 30 Jun 2009 | 8:05 AM ET
    Dollar and Euro

    Fears about inflation and hyperinflation could create another economic downturn, bigger than the one the world went through, Hugh Hendry, chief investment officer at hedge fund Eclectica, told CNBC Tuesday.

  • Market Tips: Dollar Still Safe, China Getting Pricey Tuesday, 30 Jun 2009 | 6:20 AM ET

    The MSCI world equity index looked set on Tuesday for its best quarterly gain since its 1988 launch and oil was on course for its strongest quarter since 1990. But with analysts predicting a correction, experts tell CNBC the dollar is still a safe haven, but that Chinese stocks are getting too pricey.

  • Madoff Investors 'Greedy': Hendry Tuesday, 30 Jun 2009 | 4:52 AM ET

    People who invested with Bernard Madoff were greedy and happy to accept high returns without probing too much in the way these were achieved, Hugh Hendry, chief investment officer at hedge fund Eclectica, told CNBC Tuesday.

  • Art Cashin: Here's When Rallies Die Monday, 29 Jun 2009 | 6:49 PM ET

    The major indexes ended trading up Monday. How should you read it? Art Cashin, director of floor operations at UBS Financial Services, joined CNBC Monday afternoon to offer his stock-market outlook.

  • Dow Rallies as Oil Tops $71, Madoff Gets Max Monday, 29 Jun 2009 | 5:21 PM ET

    Stocks rallied Monday as convicted Ponzi swindler Bernie Madoff received the maximum sentence and oil topped $71 a barrel. Plus, there was some window dressing as Tuesday marks the end of the second quarter.

  • Top Strategists' Plays for the Second Half Monday, 29 Jun 2009 | 4:28 PM ET

    What will the second half bring? Neil Hennessy of the Hennessy Funds and Linda Duessel of Federated Investors offered their market outlook and investment advice.