Investment Strategy


  • Stocks Turn Positive; Telecom Falls; CAT Rises Thursday, 27 Jan 2011 | 12:46 PM ET
    Davos 2011 - See Complete Coverage

    Stocks turned slightly positive in the wake of both positive and negative economic and earnings news, after the major indices hit psychologically important benchmarks earlier in the session.

  • Barry Sternlicht, Chairman and CEO of Starwood Hotels and Resorts

    Shorts rates in the U.S. and around the world have created a flow of funds into commercial real estate that's not necessarily natural, Barry Sternlicht, chairman and CEO of Starwood Capital Group, told CNBC on Thursday.

  • Egypt Unrest and Global Markets Thursday, 27 Jan 2011 | 12:20 PM ET

    Most traders note that other upheavals in the Mideast — such as the Iraq war — did nothing to keep the bull market from going beginning in early 2003. However, Egypt is arguably more important than Iraq...

  • Watch S&P's New Resistance Area: Art Cashin Thursday, 27 Jan 2011 | 11:32 AM ET

    The market is currently sitting at a “critical area,” according to Art Cashin, director of floor operations at UBS Financial Services.

  • Farr: Muni Bonds Aren’t All Bad Thursday, 27 Jan 2011 | 11:07 AM ET

    The negative press has created many buying opportunities. Roughly $25 billion has flowed out of mutual funds that manage municipal bonds in the last few months. Investors appear to be selling municipal bonds in an indiscriminate fashion.

  • Stocks to Watch: CarMax, Abbott Labs and More ... Thursday, 27 Jan 2011 | 11:06 AM ET
    Six in 60

    Here's why you should keep a close eye on these six stocks.

  • What Downgrade of Japan's Debt Really Means Thursday, 27 Jan 2011 | 10:57 AM ET

    The biggest takeaway from S&P's surprise downgrade of Japan's long-term sovereign debt rating to AA-minus may be the speed at which the bond vigilantes could switch their focus away from Europe—where it's been for one year—to Japan or the UK or the United States.

  • Caterpillar Great; Durable Goods Disappoint Thursday, 27 Jan 2011 | 10:09 AM ET

    S&P futures had dropped 4 points Thursday, into negative territory, on higher than expected initial jobless claims for the week and on a rather disappointing December Durable Goods number (down 2.5 percent, a gain of 1.5 percent was consensus), on a larger than expected fall in non defense aircraft.

  • Futures Flat After Claims News; CAT Gains Thursday, 27 Jan 2011 | 9:18 AM ET
    Davos 2011 - See Complete Coverage

    Stock index futures traded essentially flat after an unexpected surge in jobless claims took the wind out of the market, which had risen higher after Caterpillar easily beat both profit and revenue expectations.

  • The only path to a balanced budget might be a public display of carnage on the state level once the stimulus money dries up.

  • See what's happening, who's talking and what will be making headlines on Thursday's Squawk on the Street.

  • Commodities Will ‘Make A Fortune’: Jim Rogers Thursday, 27 Jan 2011 | 12:08 AM ET
    International investor Jim Rogers

    Despite the recent price volatility, and tightening measures from China and India, renowned global investor Jim Rogers says commodities are where you should be putting your money.

  • The Dow’s run at 12,000 comes as market pros are debating when and how deep the market could correct.

  • "Factors and risks are overwhelmingly positive" now, said Binky Chadha, chief US equity strategist at Deutsche Bank.

  • Stocks End Up; Dow Misses 12,000 Mark Wednesday, 26 Jan 2011 | 4:49 PM ET
    Davos 2011 - See Complete Coverage

    Stocks closed modestly higher, but the Dow lost ground in the final minutes of trading to close below 12,000 after rising above and below that level much of the session. DuPont and Alcoa rose, while Boeing fell.

  • Are Gold Prices Ready to Return to Record Run? Wednesday, 26 Jan 2011 | 3:53 PM ET
    Gold Bars

    Gold has certainly had a lackluster start to 2011, but there are many reasons not to expect the recent slack to last.

  • Rio Tinto Eyes Emerging Markets Wednesday, 26 Jan 2011 | 3:41 PM ET
    Davos 2011 - See Complete Coverage

    Rio Tinto’s CEO Tom Albanese is confident about the future of the company.

  • Opportunities in China For Lloyd’s of London Wednesday, 26 Jan 2011 | 3:38 PM ET
    Davos 2011 - See Complete Coverage

    Lord Peter Levene, Chairman of Lloyd’s of London, one of the oldest insurance companies in London sat down with Maria Bartiromo today.

  • China's Three Pillars Wednesday, 26 Jan 2011 | 3:28 PM ET
    Beijing, China

    Global opportunities continue to be a key topic at Davos. Orit Gadiesh, Chairman of Bain told Maria Bartiromo that “there is economic vibrancy in China, but there are things that China needs to change to continue that trajectory.”

  • Standard Chartered CEO Sees Inflation Down The Road Wednesday, 26 Jan 2011 | 2:42 PM ET
    International Monetary Fund Special Adviser Min Zhu, Wipro chairman Azim Premji, Professor of Economics Nouriel Roubini, Time International editor Michael J. Elliott, WPP CEO Sir Martin Sorrell and Ernst & Young CEO and chairman James S. Turley.

    “We’re lucky to be in one of the ‘right’ parts of the world," Standard Chartered CEO Peter Sands tells Maria Bartiromo at Davos. Inflation will be an issue in fast-growing markets.