Investing Investment Strategy

  • Emerging-market specialist John Cleary at Focus Capital says it's time to buy emerging-market debt. He has run down his equity book in this asset class and is running to cash and debt. Cleary says in the current period of volatility you don't take risks -- which means preserving capital and seeking steady predictable returns.

  • Monday's mixed market could spill into Tuesday as investors await comments from Fed Chairman Ben Bernanke ahead of the open.

  • Hollywood

    Hollywood and Silicon Valley couldn't be more different--from the clothes worn and cars driven, to the focus. Hollywood on content, Silicon Valley on new ways to do digital distribution. Hollywood's worried about losing control of digital revenues (which is exactly what the writers' strike was about) as well as piracy.

  • Warren Buffett's just-released annual letter to shareholders features a blistering attack on what he calls the "fanciful figures" of Corporate America's accounting, especially when it comes to assumptions about pension fund returns.  He says those assumptions are far too optimistic, designed to boost short-term earnings at the expense of future retirees.

  • THIS IS A LIVE BLOG OF WARREN BUFFETT'S APPEARANCE ON CNBC'S SQUAWK BOX DURING THE 8am ET HOUR.  BUFFETT IS LIVE AT THE NEBRASKA FURNITURE MART (A BERKSHIRE HATHAWAY SUBSIDIARY) IN OMAHA WITH OUR BECKY QUICK TO ANSWER YOUR EMAIL QUESTIONS.

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    THIS IS A LIVE BLOG OF WARREN BUFFETT'S APPEARANCE ON CNBC'S SQUAWK BOX DURING THE 7am ET HOUR.  BUFFETT IS LIVE AT THE NEBRASKA FURNITURE MART (A BERKSHIRE HATHAWAY SUBSIDIARY) IN OMAHA WITH OUR BECKY QUICK TO ANSWER YOUR EMAIL QUESTIONS.

  • THIS IS A LIVE BLOG OF WARREN BUFFETT'S APPEARANCE ON CNBC'S SQUAWK BOX DURING THE 6am ET HOUR.  BUFFETT IS LIVE AT THE NEBRASKA FURNITURE MART (A BERKSHIRE HATHAWAY SUBSIDIARY) IN OMAHA WITH OUR BECKY QUICK TO ANSWER YOUR EMAIL QUESTIONS.

  • March is coming in like a bear, and it's a bear with swagger.

  • Euro zone economic sentiment fell more than expected in February to its lowest in over two years, highlighting risks to growth and boosting the chances of an ECB rate cut, despite a confirmed surge in January inflation.

  • The incredible shrinking dollar and fired-up commodities markets will be features again on Friday when the markets have another look at fresh inflation data.

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    Warren Buffett asked our Becky Quick to poll the CNBC audience to see what you predict...

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    It's been another volatile week in stock markets, but that doesn't mean there aren't plenty of investment opportunities out there. If you need advice on where to put your money or adjust your portfolio then look no further.

  • Thursday may feel like a replay of Wednesday in the markets, when Fed Chairman Ben Bernanke starts to speak to Congress, shortly after the market open.

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    Warren Buffett will respond to some of your email questions about his annual letter to Berkshire shareholders this coming Monday morning, March 3, live from Omaha, exclusively on CNBC's Squawk Box. Here's how you can send us a question that might be answered by the Oracle himself.

  • Stocks had their best three days in quite awhile, and whether the run continues depends in large part on what Federal Reserve Chairman Ben Bernanke has to say before Congress Wednesday and Thursday.

  • German corporate sentiment unexpectedly rose in February, a closely watched survey showed on Tuesday, suggesting Europe's largest economy is coping better with a global slowdown than other euro zone countries.

  • Inflation data and some retailers' earnings are the big headlines ahead of Tuesday's opening bell. Home Depot, Target and Macy's all report early in the day. Traders will be watching to see whether the producer price index due out in the morning, shows the same trend as the consumer price index last week - an unexpected pickup in inflation.

  • Gold lost some of its luster today after U.S. Treasury Under Secretary David McCormick gave support to the idea of International Monetary Fund gold sales. Earlier today, the Treasury, in a turnaround, said it would support gold sales from the IMF's reserves if they are part of a package reforming the way the organization operates.

  • Housing numbers, inflation data and lots of Fed speak loom large for markets but it may be the fate of bond insurers that really drive the direction of trading in the week ahead.

  • I am out of the office and not on the trading floor for the next week or so. I will be back on March 4th, with new blog posts on what's happening. It will be interesting to see what's changed--or not--on my return. See you then.