Investment Strategy


  • More Social Unrest, Currencies Turmoil: Jim Rogers Thursday, 3 Feb 2011 | 3:59 AM ET
    International investor Jim Rogers

    More social and political turmoil is likely in the future so commodities prices will continue rising, renowned investor Jim Rogers, CEO of Rogers Holdings, told CNBC.

  • Jean-Claude Trichet

    Like a warning curl of smoke, inflation talk is working its way through financial markets.

  • Stocks Close Narrowly Mixed, Near New Highs Wednesday, 2 Feb 2011 | 6:18 PM ET
    Middle East Turmoil

    Stocks closed narrowly mixed with the major indices ending above key thresholds as investors focused on troubles in Egypt, shrugged off good job news, and took a breather after the market posted new multi-year highs on Tuesday. Disney rose, while Home Depot fell.

  • Stocks Trade Mixed Before Close; Banks Fall Wednesday, 2 Feb 2011 | 3:54 PM ET
    Middle East Turmoil

    Stocks were narrowly mixed ahead of the close, but still remained within a narrow trading range, as investors focused on unrest in Egypt and took a breather after the market posted new multi-year highs on Tuesday. Disney rose, while Home Depot fell.

  • Retail same store sales and earnings: weather, inflation an issue. Retailers will report January same store sales tomorrow. While RetailMetrics is expecting an increase of 2.6 percent in same store sales, those numbers have been trending lower. Recent numbers from the International Council of Shopping Centers have indicated weather has definitely impacted sales.

  • Remember the Flash Crash?—What's Next? Wednesday, 2 Feb 2011 | 3:21 PM ET

    Remember the Flash Crash? We're three months from the one-year anniversary; what's next?

  • Is America Being 'Fleeced' by Alpaca Write-Off? Wednesday, 2 Feb 2011 | 1:45 PM ET

    One popular way to promote small businesses has been section 179 of the tax code, which allows businesses to write off the entire cost of buying new and used equipment, up to $650,000 worth, in the first year of purchase. That immediate depreciation can shave over $200,000 off a tax bill.

  • Positive Long-Term Growth for AIG: Bruce Berkowitz Wednesday, 2 Feb 2011 | 1:33 PM ET

    AIG is a company with a positive long term outlook, Bruce Berkowitz, founder and portfolio manager of Fairholme Capital Management, and the largest private shareholder, 32.7 percent, of outstanding shares in AIG after the US government, told CNBC on Wednesday.

  • Which Is a Better Forecaster—ADP or the Ground Hog? Wednesday, 2 Feb 2011 | 1:07 PM ET

    ADP's private sector jobs report shows an increase of 187,000 in January, while economists expect to see about 145,000 private sector jobs when the government's employment report is released Friday.

  • IPO Strength Continues Into February; Big Year Shaping Up Wednesday, 2 Feb 2011 | 12:45 PM ET

    IPO strength continues into February; big year shaping up. While the Street is preoccupied with renewed violence in Egypt and commodity inflation, two successful launches today indicate strong demand for IPOs continue.

  • Stocks Slump After Hitting Highs; Tech Rises Wednesday, 2 Feb 2011 | 12:13 PM ET
    Middle East Turmoil

    Stocks struggled for direction on Wednesday as clashes between government supporters and protesters in Egypt weighed on the market amid news of a better-than-expected gain in private-sector hiring last month. Merck and BofA fell, while Disney rose.

  • Stocks to Watch: Walgreen, Pepsico and More ... Wednesday, 2 Feb 2011 | 11:34 AM ET
    Six in 60

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

  • Inflation Is Here—So Who Has Pricing Power? Wednesday, 2 Feb 2011 | 11:27 AM ET

    Inflation is here; who has pricing power is the question. In the past day, more than a half-dozen companies have commented on higher input costs in their industries.

  • Better Weather Should Help Airline Investors: Analyst Wednesday, 2 Feb 2011 | 11:07 AM ET

    Airline investors may have to wait until better weather comes their way as winter storms and new rules are causing havoc in the industry, said Helane Becker, airlines analyst at Dahlman Rose.

  • Bulls See More Gas in Halliburton's Tank Wednesday, 2 Feb 2011 | 9:20 AM ET

    Halliburton has been ripping higher recently, and traders believe that it might have enough energy for even more.

  • Futures Slip After Job News, Egypt Clashes Wednesday, 2 Feb 2011 | 9:12 AM ET

    Stock index futures slid lower after initially trading flat despite a better-than-expected rise in private-sector hiring last month, but as clashes took place between governrment supporters and protesters in Egypt.

  • We're Waiting For the Locusts to Arrive Wednesday, 2 Feb 2011 | 9:03 AM ET

    We're waiting for the locusts to arrive: the financial district was a sheet of ice as I arrived at 7 AM. Halfway around the world, there is a Category 5 cyclone approaching Queensland, Australia. It may be the strongest cyclone to hit Queensland since 1899. Just what they need. This is why commodity stocks like Rito Tinto and BHP Billiton are rallying in Europe.

  • What's On: Mideast Tensions, Big Oil and Pizza Wednesday, 2 Feb 2011 | 8:12 AM ET

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

  • EU to Call for Commodity Derivatives Curbs Wednesday, 2 Feb 2011 | 5:54 AM ET
    Wheat field

    Top European Union officials will on Wednesday call for curbs on derivatives markets and greater use of trade policy to reduce volatility in commodity prices and improve the bloc’s access to key raw materials.

  • Bet on Foreclosure Boom Turns Sour for Investors Wednesday, 2 Feb 2011 | 5:13 AM ET
    Home with foreclosure sign

    In recent years, numerous private equity firms have taken large stakes in the back-office operations of law firms specializing in foreclosure, often called foreclosure mills. The private equity firms then make money by providing those services back to the law firm for a fee. The NYT reports.