Discussing the trade on gold ahead of the G-20 summit, with Dennis Gartman of The Gartman Letter; and the Fast Money traders debate the right way to play CSX Corp. now.
CNBC's Josh Lipton reports Bernstein is losing excitement for Facebook's stock; and the Fast Money traders discuss news that Google's Schmidt is set to sell 3.2 million shares of the company. Ed Morse, Citigroup, discusses whether North America is the new Middle East of energy production.
Refiners could continue to see growth even as the price of Brent crude develops a ceiling of $90 per barrel, Citigroup Head of Commodities Research Ed Morse says.
After a conversation with Apple CFO Peter Oppenheimer, ISI's Brian Marshall suggests a capital allocation plan that returns more of the company's $137 billion in cash to shareholders.
ISI says Apple will increase its capital allocation plan soon. Meanwhile stocks are lower, but par early losses. Adam Parker, Morgan Stanley, says it will not be easy for the Fed to turn off the QE program.
The ability to purchase this investment below replacement value, along with other factors, makeS it a top trade, Colony Capital founder and CEO Tom Barrack says.
Mike Santoli, Yahoo! Finance, explains why once a red-hot trade is now rolling over. Also, the FMHR traders chat about Goldman Sachs' big run this year.