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'Fast Money' Recap: On the Sidelines
<p>NEW YORK (TheStreet) -- Are stocks underowned?
</P><P>Ron Insana said on CNBC's "Fast Money" TV show on Thursday that money has been having moving out of equities for some time even as the Fed has been telling investors to be in risk assets.
</P><P>Since 2007, $330 billion have flowed out of stock funds, while $114 billion has moved into bond funds and $475 billion have poured into money market funds.
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'Fast Money' Recap: Netflx Draws Bipolar Views
<p>NEW YORK (TheStreet) -- The markets rallied Wednesday on the Fed's decision to leave interest rates low until 2014.
</P><P>The Dow Jones Industrial Average jumped 83.10, or 0.66%, to 12,758.85. The S&P 500 added 11.41, or 0.87%, to 1326.06. The Nasdaq rose 31.67, or 1.14%, to 2323.31.
</P><P>Melissa Lee, the moderator of CNBC's "Fast Money" show, led off the discussion with Netflix, which was up 13% in afterhours trading on a strong earnings report.
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'Fast Money' Recap: Apple's Very High Bar
<p>NEW YORK (TheStreet) -- Apple shares soared more than 9% in afterhours trading after it delivered a blowout earnings report that shattered analysts estimates.
</P><P>Apple handily beat revenue and net profit estimates as it sold 37 million iPhones and 15.43 million iPads in the past quarter.
</P><P>Karen Finerman said on CNBC's "Fast Money" show that the results were astounding and wondered where Apple could go from here.
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'Fast Money' Recap: Hot Seats in Tech
<p>NEW YORK (TheStreet) -- Will Research In Motion's big shakeup have reprecussions in the tech sector?
</P><P>Melissa Lee, the host of CNBC's "Fast Money" show asked the trading panel whether other CEOs might be in trouble after RIM's co-CEOs resigned.
</P><P>Joe Terranova said the RIM's biggest problem was that it failed to reattract the institutional money it lost. He said the same could be said of Yahoo!, but he said it would be a mistake to put other so-called "old-tech" companies like Microsoft, Hewlett-Packard and Cisco in that category. Both he and Ron Insana said those companies have turned things around.
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The Week in Solar Stocks: Impossible Germany
<p>NEW YORK (TheStreet) -- I'm pretty sure the rock band Wilco's lead songwriter Jeff Tweedy was not referring to some frustrating investments he made in solar stocks when composing lyrics for the song "Impossible Germany," but the last few weeks' action in solar stocks suggests that the title works pretty well for the alternative energy sector.
</P><P>In the past week, "Germany to Kill Solar!" headlines hit the wires. This was, notably, one week after the "Germany Saves Solar!" headlines led solar stocks higher. Ionesco and Beckett would be hard pressed to create theater as absurd as the solar sector trading often presents for the investing public.
</P><P>To recap: German demand in the fourth quarter of 2011 wildly surpassed expectations, with a demand frenzy ahead of 2012 annual subsidy cuts and cheaper-than-ever solar panel prices leading to what would be a few years' worth of installations for much of the world in a few months in Germany. That in turn led to bullish calls from Wall Street that the left-for-dead solar sector was back, and in Wall Street parlance, the shares oversold.
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Market Preview: The Slow Melt-Up Continues
<p>Updated from 6:58 p.m. ET to include commentary on existing home sales, reference to Apple hitting a new 52-week high.
</P><P>NEW YORK (TheStreet) -- The slow melt-up continues.
</P><P>One of the hallmarks of 2011 was extreme volatility, especially in the final few months of the year. Triple-digit swings in the Dow Jones Industrial Average seemed to occur every other day for a while there after Standard & Poor's downgraded the United States' credit rating in early August. The blue-chip index ranged across more than 400 points alone on Oct. 4.
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'Fast Money' Recap: Buy Google on the Dip?
<p>NEW YORK (TheStreet) -- Google's big earnings miss topped an extremely busy after-hours trading session.
</P><P>Melissa Lee, the moderator of CNBC's "Fast Money" show, said Google's miss was the biggest in six years. The stock was down more than 9% in after-hours trading.
</P><P>Joe Terranova said the most glaring part of the earnings report was the cost per click, which fell 8% compared to Street expectations of a 4% gain. He said he didn't own the stock but wouldn't buy it here.
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'Fast Money' Recap: Apple Too Big?
<p>NEW YORK (TheStreet) -- Apple reached an all-time high Wednesday as it moved above a market cap of $400 billion.
</P><P>Jon Najarian said on CNBC's "Fast Money" show that Apple is up $70 in the past 30 days, but he expressed surprise that the premium on Thursday's education event is a shockingly low 1%.
</P><P>Karen Finerman said she liked the valuation of the stock but was worried about the ability to maintain grow with such a lofty market cap.
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Market Preview: A Most Unimpressive Rally
<p>Updated from 6: 42 p.m. ET to add information on U.S. Bancorp, Research In Motion and F5 Networks.
</P><P>NEW YORK (TheStreet) -- Stocks opened this holiday-shortened trading week with another yet another polite gain on Tuesday but there's reason to believe the sidelines are getting mighty crowded.
</P><P>According to research from TrimTabs, a whopping $889 billion went into checking and savings accounts in the first 11 months of 2011 vs. $109 billion for stock and bond mutual funds and ETFs over the same period. Data on December is not yet available.
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'Fast Money' Recap: Yahoo! Without Yang
<p>NEW YORK (TheStreet) -- The surprising resignation of Jerry Yang from all positions at Yahoo! dominated CNBC's "Fast Money" TV show on Tuesday.
</P><P>Guy Adami said the resignation of Yahoo!'s co-founder and former CEO can be the catalyst to lift the stock to $19.50 to $20. The stock was up 4% in after-hours trading.
</P><P>Karen Finerman said she was not declined to jump into the stock. She said she did not know if Yang was an impediment to the sale of Yahoo!'s Asian assets. She also said it would seem strange for Yahoo! to hire a new CEO just two weeks ago and then turn around sell the company.
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'Fast Money' Recap: JPMorgan's Tell
<p>NEW YORK (TheStreet) -- The markets ended up higher on Thursday on some encouraging reports on bond auctions in Spain and Italy.
</P><P>The Dow Jones Industrial Average rose 21.57, or 0.17%, to 12,471.02. The S&P 500 added 3.02, or 0.23%, to 1295.50. And the Nasdaq was up 13.94, or 0.51%, to 2724.70.
</P><P>Guy Adami said on CNBC's "Fast Money" TV show that JPMorgan's earnings will be an important tell on whether the surprisingly strong financial rally is about to pause.
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'Fast Money' Recap: Bank of America's Unusual Ascent
<p>NEW YORK (TheStreet) -- Bank of America's stock has been one of the big winners this year. The stock was up 3.62% today and is close to 20% for the year.
</P><P>Karen Finerman opined on CNBC's "Fast Money" TV show that the rise in the stock as well as other financial names may be based on market optimism about an improved U.S. economy and housing, in particular. She also noted a flow of funds into Bank of America and the financial sector.
</P><P>She said investors who fear they have missed the move need not worry because the stock, which is down 77% from where it was on Sept. 1, 2008, is still very cheap, trading at half tangible book value.
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'Fast Money' Recap: Sizing Up the Rally
<p>NEW YORK (TheStreet) -- The markets rallied Tuesday off an encouraging start to the earnings season.
</P><P>The Dow Jones Industrial Average jumped 69.78, or 0.56%, to 12,42.47. The S&P rose 11.37, or 0.89%, to 1,292.07. And the Nasdaq was up 25.94, or 0.97%, to 2,702.50.
</P><P>Tim Seymour said on CNBC's "Fast Money" TV show that he believes in this rally. He said Europe is not that "much of a basket case," adding there is good U.S. data and evidence that China is doing a lot more to get its economy moving.
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Cramer's 'Mad Money' Recap: Maintaining Market Discipline (Final)
<p>Search Jim Cramer's Mad Money trading recommendations using our exclusive Mad Money Stock Screener and watch Jim Cramer's Mad Money Post Game video exclusively on TheStreet.com.
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</P><P>NEW YORK (TheStreet) -- "Don't lose your discipline," Jim Cramer warned his "Mad Money" TV show viewers after another modest gain on Tuesday on Wall Street.
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Market Preview: A Flying Start
<p>NEW YORK (TheStreet) -- After taking investors on a roller-coaster ride to nowhere in 2011, the S&P 500 is off to a flying start so far this year.
</P><P>After a smart gain on Tuesday, the index is up 2.7% on a price basis, and its intraday high of 1296 was the best level seen since early August, just ahead of the volatility brought on by the first-ever downgrade of the United States' credit rating by Standard & Poor's. The close at 1292 is the highest since late July.
</P><P>There are still plenty of hurdles to clear of course with more debt auctions for Italy and Spain probably the most daunting in the near term, but with all the talk of a low expectations for fourth-quarter earnings, the bulls seem set up to make some hay over the next few weeks if the headlines go according to plan, always a big if.
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