scroll50-dblclk
reii-genst
reii
genlp

Investing Strategies

Insights and information on investing and more from Charles Schwab & Co. Inc.

Investing Strategies

Understanding Analyst Ratings

Research analysts assign buy, sell, hold, and other ratings to stocks in their research reports. Here's what these stock ratings mean, and how investors can use them.

September 08, 2026

Today's Options Market Update

Stocks are lower to start the holiday-shortened week as higher oil prices, driven by additional Iran attacks, weigh on inflation expectations & investor risk appetite.

September 08, 2026

Global Diesel Supply Crunch

Wars have left global refineries struggling to meet demand for diesel fuel, pushing U.S. diesel exports to a record high and raising costs for businesses and consumers.

September 08, 2026

Thematic vs. Sector Funds

Thematic investing strategies can help you diversify in different ways than a sector-based fund might—just make sure you know what you're buying.

September 08, 2026

Looking to the Futures

Crude oil futures (/CL) recovered from earlier losses ahead of the Labor Day holiday weekend.

September 08, 2026

Investing Strategies

Stocks Down as Oil Rises

With investors digesting Friday's hot August jobs data that triggered fresh rate worries, they return from a long weekend awaiting CPI and PPI data along with Treasury auctions.

September 08, 2026

Yields, Breadth, and Bitcoin

As stocks get pressured by higher Treasury yields, market breadth and RSI weaken below the surface. Bitcoin is facing a key level of potential resistance.

September 04, 2026

Weekly Trader's Outlook

Stocks are on track to be little changed on the week but encountered some chop throughout the week on oil price volatility and higher global bond yields.

September 04, 2026

Investing Strategies

Yields, Breadth, and Bitcoin

As stocks get pressured by higher Treasury yields, market breadth and RSI weaken below the surface. Bitcoin is facing a key level of potential resistance.

September 04, 2026

Market Bubbles Explained

Famous market bubbles share some characteristics, but it's nearly impossible to predict how big a bubble might get and when one is about to burst.

September 03, 2026

Reminiscences of a Strategist

It's been 40 years since I began my career on Wall Street and the lessons I learned along the way from some all-time investment greats always hold true.

September 03, 2026

Investing Strategies

Implied Volatility Explained

Having an understanding of implied volatility isn't optional. Learn what it is, how it affects option prices, and how traders use it to assess risk and opportunities.

September 02, 2026

Why Treasury Yields Are Rising

Rising Treasury yields have rattled markets. Collin Martin of the Schwab Center for Financial Research explains what's driving the move and what it all means for investors.

September 02, 2026

The News and Your Investments

Do big headlines tempt you to change your investment strategy? Consider this 3-step plan to help keep your money focused on long-term goals.

September 02, 2026

Investing Strategies

Binary Options Explained

Binary options are fixed-payout contracts tied to a yes-or-no proposition. Learn how they work, how they differ from traditional options, and how to trade them at Schwab.

August 31, 2026

Diesel, dollars, and demand

Tightening fuel supplies, mixed consumer signals, and a possible return of the debasement trade put inflation, markets, and crypto back in focus.

August 28, 2026

Short Interest Monitor: 8/28

The Short Interest Monitor tracks stocks with elevated and rising short interest. The latest edition features pharmaceutical companies and enterprise software firms.

August 28, 2026

(0725-N3Y8)

Insights & Education are provided by Charles Schwab & Co., Inc.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.