Investment Strategy


  • Health Care Reform Cuts Into Sales: Glaxo CEO Thursday, 3 Feb 2011 | 2:29 PM ET

    US health-care reform has cost the pharmaceutical company Glaxo SmithKline (GSK) millions of dollars in lost sales, a trend expected to continue in the near term, Andrew Witty, its CEO, told CNBC Thursday.

  • How to Avoid Banks’ New Fees Thursday, 3 Feb 2011 | 2:26 PM ET

    Bank rate fees are once again on the rise as big financial institutions struggle to loosen the noose Congress put them in last summer after passing financial reforms.  So what are the big banks doing? Creating new fees.

  • Standouts From Bernanke's Press Conference Thursday, 3 Feb 2011 | 2:04 PM ET

    Several points stand out in Mr. Bernanke's press conference.

  • Egypt ETFs Potentially Messy Situation Thursday, 3 Feb 2011 | 2:00 PM ET

    The political protests taking place in Egypt have captured the attention of the world and spurred investor demand for exposure to this nation.  A report from TheStreet.

  • Flash Crash Committee Getting Together Again Thursday, 3 Feb 2011 | 1:48 PM ET

    I noted yesterday that it has been a long time since we have heard from the Flash Crash Committee, more formally known as The Joint CFTC-SEC Advisory Committee on Emerging Regulatory Issues.

  • New York Stock Exchange trader

    With memories of last May's "Flash Crash" still fresh, now comes warning of a market meltdown that could extend beyond stocks—a "Splash Crash" that would include currencies, commodities and bonds.

  • Two Reasons to Be Optimistic on Retail Thursday, 3 Feb 2011 | 1:23 PM ET

    The two stocks to watch today are AutoNation and Estee Lauder . Both reported stellar earnings on significantly higher sales. AN is at its highest level since 1997; EL is at an historic high.

  • Update: UBS Bonus Pool Deemed Unworkable Thursday, 3 Feb 2011 | 12:12 PM ET

    UBS's bonus pool for 2010 was so small as to be termed “unworkable” by a number of senior executives at the bank, and the payout has now been delayed as pleas are made to the UBS board for the pool to be increased, according to people familiar with the situation.

  • Foreclosed Homeowners Go to Court on Their Own Thursday, 3 Feb 2011 | 12:03 PM ET

    While many foreclosures are still unopposed, courts are seeing a sharp rise in cases where defendants show up representing themselves, the NY TImes reports.

  • Stocks Pare Losses; Retailers Up, Merck Falls Thursday, 3 Feb 2011 | 11:46 AM ET
    Middle East Turmoil

    Stocks fell Thursday as investors weighed strong signs of an economy on the mend against increasing worries over Egypt and signs pointing to an end to the recent rally.  Merck and Alcoa fell, while Bank of America gained.

  • Inflows Into US Equity Funds in January! Thursday, 3 Feb 2011 | 11:28 AM ET

    For the first time since April 2010, U.S. equity mutual funds had inflows, according to estimates by TrimTabs.com. "Official" numbers from the ICI will be out next week.

  • Inflation or Disinflation?? Thursday, 3 Feb 2011 | 11:15 AM ET

    Labor costs are often cited as a reason why the U.S. is not heading into an inflationary period, even as commodities prices continue to soar.

  • Stocks to Watch: Arch Coal, First Solar and More ... Thursday, 3 Feb 2011 | 11:00 AM ET
    Six in 60

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

  • Job Losses

    Friday, economists expect the Labor Department to report the economy added 150,000 jobs in January, barely enough to hold unemployment steady at about 9.4 percent and far less than should be expected 19 months into an economic recovery.

  • Futures Point to Lower Open as Rally Fades Thursday, 3 Feb 2011 | 9:25 AM ET

    U.S. stocks were set for a lower open on Thursday as investors weighed hints of an improving economy against increasing disorder in Egypt and signs pointing to an end to the recent rally.

  • January retail sales surprise mostly to the upside, with little whining about the weather. They did it again: despite a lack of clearance inventory, tough comps, and snowstorms, most retailers posted gains in January.

  • What's On: Airlines, Biotech and Egypt Thursday, 3 Feb 2011 | 8:43 AM ET

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

  • Protestors chant as they ride on an army tank transporter in Tahrir Square on January 29, 2011 in Cairo, Egypt. Tens of thousands of demonstrators have taken to the streets across Egypt in Cairo, Suez, and Alexandria to call for the resignation of President Hosni Mubarak. Riot police and the Army have been sent into the streets to quell the protests, which so far have claimed 32 lives and left more than a thousand injured.

    As violence has broken out in Egypt, concern has turned to the risk of the blocking of the Suez Canal or nearby pipelines, which could pose a threat to world energy supplies, the New York Times reports.

  • 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.