Investment Strategy


  • 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.

  • Markets To Have Lift At Close? Tuesday, 23 Sep 2008 | 3:36 PM ET

    The theory is that this is the three-day delivery date for shorts. Stocks have three days to "clear" or deliver the goods. Remember the SEC banned short selling in financials Thursday night, so this is the last chance to cover those short positions, and this may create a modest rise in the market toward the close.

  • The Problems For Stocks Tuesday, 23 Sep 2008 | 1:44 PM ET

    The devil is now in the details, as traders are concerned that the Treasury bill will be either dramatically watered down (Senator Schumer asked Sec. Paulson if he would be satisfied with substantially less than $700 billion, and then let the next administration deal with it--Paulson wisely said "No"), or so burdened with punitive measures that banks will be reluctant to participate;

  • The Paulson Bailout Game Show Tuesday, 23 Sep 2008 | 12:42 PM ET

    The Price is Right -- or is it? With untold billions about to be put to work to mop up this mortgage-related mess, the $700 billion question is price. How will "PBC Partners" (Paulson Bernanke Cox) figure out what to pay for all those ''priceless assets'' when for months, Wall Street's smartest were unable to get much further than "illiquid = worthless"?

  • The fire sale prices that financial institutions are being forced to use by mark-to-market requirements are significantly less than the hold-to-maturity price. Due to the uncertainty over pricing, private capital is unwilling to come in and buy.

  • Shelby "Scuttles" Bipartisan Feel For Treasury Plan Tuesday, 23 Sep 2008 | 10:19 AM ET

    It's clear now that the bill will have clauses restricting executive compensation, partial ownership of some of the companies where there is significant purchasing of securities, and some kind of mortgage mitigation.

  • Futures are down slightly, but that has little meaning these days. Many traders feel that yesterday's drop was due to: 1) distortions in price discovery created by the changing short sale rules; 2) the realization that many banks are still undercapitalized.

  • What the Pros Say: Look Out for More Gloom Tuesday, 23 Sep 2008 | 8:47 AM ET

    The euphoria is gone, and global markets have fallen in response to Washington’s $700 billion financial sector bailout. Most of the experts are not convinced it would work, although they admit there is a silver lining.

  • Five Defensive Stocks for Hard Times Tuesday, 23 Sep 2008 | 8:42 AM ET

    Pharmas, energy, information technology and industrials are still good defensive plays, Grant Bowers, portfolio manager at Franklin Templeton Investments, told "Worldwide Exchange."

  • Q&A: The Bailout and Your Bottom Line Monday, 22 Sep 2008 | 8:51 PM ET

    Carmen separates the facts from the fear to help you navigate this new economic reality.

  • Video: Maria Bartiromo's Market Message Monday, 22 Sep 2008 | 6:26 PM ET

    Maria Bartiromo discusses Monday's top business and financial stories, and looks ahead to tomorrow's events. Oil prices, Lennar earnings, Goldman and Morgan Stanley, tech stock buybacks, the dollar slide and more!

  • Stock Picker Likes 'Financial Technology' Monday, 22 Sep 2008 | 5:11 PM ET

    Robert Napoli, managing director at Piper Jaffray, has found a calm corner in the stormy financial sector.  "We've been pointing clients away from the volatility of the credit risk and troubled assets to an area where we call 'financial technology,'" Napoli told CNBC.