The week began with a flashback to the credit crisis.  It ended with figures showing the fastest inflation in six months and the lowest consumer-sentiment reading in 28 years.  Along the way, as the stock market ebbed and flowed, CNBC guests assembled a collective portfolio that was heavy on technology, energy, and global exposure.   Read More

Todd Weller of Stifel Nicolaus says there's a big opportunity for investors in companies that provide information technology to giant health-care firms.   Read More