With stocks at new highs, one strategist pointed out that even if equities went into a "bear market"—which he's not predicting—they'd still be higher than last year's June lows.
Big investors are reporting their quarterly holdings, offering a glimpse into what some of the big fish were buying and selling during the first quarter.
Stocks could go down 10 to 15 percent as soon as the Fed tightens its bond buying, but the "fat, dumb and happy" central bank won't do that just yet, a strategist tells CNBC.
Japanese equities have risen a "bit too fast" and appear to be somewhat "bubbly," according to the former vice finance minister of Japan, as the Nikkei crossed the key 15,000 on Wednesday.
The strong rally this year is being met with a heightened level of supply, setting up a big bet that retail investors will keep buying what Wall Street is selling.
The least lucrative strategy for the investment banks and stockbrokers is "buy and hold" and it's the "buy and hold" investors who have made most of the money so far since those 2012 lows. Steve Sedgwick, Anchor at CNBC Europe writes.
If an article in Monday's Wall Street Journal is anything to go by, the U.S. Fed is getting ready to unwind monetary stimulus. That prospect is unlikely to be as alarming for markets as feared, analysts tell CNBC.
Nearly a third of the companies in the S&P 500 Index earn revenues exclusively in the U.S. and their shares are beating the index overall. Housing shares are contributing big time.