10:20 am Eastern.

As we begin Your Money Month, investors look out on an investment landscape from the lofty heights of the strongest January for global stocks in two decades. The S&P/TSX Composite climbed 84 points Friday to close at 12,768.83, a gain of 2.7 percent so far this year. The Dow Jones Industrial Average, meanwhile, closed above 14,000 for the first time since October 2007, capping an advance of 6.9 percent in January, and the MSCI World Index finished the month with a gain of 5 percent, the biggest January rally since 1994. The question investors are asking now is whether stocks have climbed too far too fast given the outlook for earnings growth and tepid global economies. Investors are also asking whether the so-called "great rotation" from bonds into equities has begun. In a note to clients this morning, EPFR Global points out that global equity funds attracted another $18.7 billion in the final week of January, ending a month that saw equity inflows outpace bond inflows by a margin of 3-to-1. And retail flows into equity funds were positive for a fourth straight week. We need to ask all of the fund managers who sit down with us – whether they manage stock, bond, hedge, currency or commodity funds – whether they see a rotation underway and what it might mean for the various asset classes.

Among the asset classes we'll look at today is gold. Credit Suisse analyst Tom Kendall told clients this morning that gold's long bull run is at an end, arguing that during the tumultuous past five years, "it was not surprising that investor demand for gold increased substantially. Now, however, with the acute phase of the crisis likely to be behind us, we think the peak of the fear trade has now also passed." Kendal concludes by saying that with "global growth now improving and inflation expectations contained, we feel that downside risks are building for gold. It looks increasingly likely that the 2011 high will prove to have been the peak for the USD gold price in this cycle, and that the 'beginning of the end' of the current golden era comes sooner than the Q3 we forecast in January." Those are strong words. Kendall will join us at 10:00 am Eastern to make his case. I'd like to hear the argument from the other side as well.

It was a good game, no doubt about it, but were the advertising dollars well spent? We'll take a look at the Super Bowl ads that worked, the ones that didn't, and try to calculate the impact of America's biggest game on America's bottom line.

We have a few earnings today from the likes of Yum! Brands, Gannett, Anadarko and General Growth Properties. Also, BlackBerry – the company formerly known as Research In Motion – begins trading under its new tickers in Toronto and New York: BB and BBRY respectively.

And the last Canadian penny is officially phased out today.