Investment Strategy


  • Bank Bonuses May Come Early Friday, 8 Oct 2010 | 6:49 PM ET

    "Executives are thinking about deferred compensation choices — deferring bonuses and income, which they can choose to do," says Greg Rosica, a tax partner at Ernst & Young.  ...A report from TheStreet.

  • How Big Is The 'Foreclosure Mess'? (UPDATED) Friday, 8 Oct 2010 | 6:06 PM ET

    The consensus is still with Mike Mayo at CLSA, who said that nonperforming assets will remain elevated and the suspensions "will only delay the housing recovery." UPDATED: Waddell & Reed respond to "exculpatory" Flash Crash report.

  • Among the most wrong-headed of possible SEC proposals to “fix” the markets is a sentimental appeal to establish a “special status” for market makers like the days of old when “the specialists on the dominant exchanges were subject to significant trading obligations designed to promote fair and orderly markets and fair treatment of investors.”

  • The Dow's rebound to 11,000 on Friday seemed almost inevitable as investors shook off all the bad news and instead focused on slivers of hope in jobs, government intervention and politics.

  • Jobs Report a 'Win-Win' Situation: Stock Picker Friday, 8 Oct 2010 | 12:41 PM ET

    Stocks were mixed Friday as investors digested the implications of a weak jobs report. Bill Spiropoulos, CEO of CoreStates Capital Advisors and Chip Cobb, senior vice president at Bryn Mawr Trust shared their outlooks.

  • Shortage of Truckers Will Raise Shipping Costs Friday, 8 Oct 2010 | 12:40 PM ET
    Trucks on roadway.

    According to several trade groups in the trucking industry, there could be a shortage of drivers next year, and the estimates range from 200,000 to as many as 500,000.

  • Outlook on Fed, QE & Economy: Art Hogan Friday, 8 Oct 2010 | 12:27 PM ET

    Stocks slipped Friday after a disappointing jobs report heightened expectations that that the Federal Reserve will pump more money into the financial system—action known as quantitative easing—to help spur growth. Arthur Hogan, director of global equity products at Jefferies, shared his insights.

  • Bill Ackman, the noted activist investor with a noticeably mixed track record when it comes to investing in retail is at it again.

  • Farr: Are You an Investor or a Trader? Friday, 8 Oct 2010 | 11:37 AM ET

    We remain cautious in this environment. High quality blue chip stocks remain reasonably priced, but investors aren't buying these stocks. We have not seen the type of rotation into high-quality, defensive companies that we usually see when the economic backdrop becomes clouded.

  • Investors Still 'Cautious': TD Ameritrade CEO Friday, 8 Oct 2010 | 11:30 AM ET
    TD Ameritrade logo

    The investor remains cautious, due to the recession and the so-called flash crash in May, TD Ameritrade CEO Frederic Tomczyk told CNBC Friday, but he said that he or she will eventually come back.

  • How Fed Easing Distorts the Markets Friday, 8 Oct 2010 | 11:26 AM ET

    S&P futures dropped, then quickly recovered, the dollar weakened, commodities rallied, all on the disappointing Nonfarm Payroll reports, which showed a loss of 57,000 jobs versus consensus expectation of a gain of zero.

  • Stocks to Watch: Pepsico, Zumiez and More ... Friday, 8 Oct 2010 | 10:59 AM ET
    Six in 60

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

  • Could Further Stimulus Improve the Economy? Friday, 8 Oct 2010 | 10:54 AM ET

    While the stimulus worked in averting a depression, that doesn't mean more stimulus would be effective in improving the economy today, according to Pimco CEO and Co-CIO Mohamed El-Erian.

  • Today, the US employment data beat the whisper number of zero to +20, but wasn't strong enough to return US GDP to trend growth of 3.0%. It means the markets should continue to anticipate QE2 with stocks rallying, bonds rallying and the US dollar dropping.

  • Paul Jespersen Chavez maneuvers his cart as he makes deliveries along his route in Portland, Ore.

    Business investment, not government stimulus, will create jobs, Frederick Smith, chairman and CEO of FedEx, told CNBC Friday.

  • Flawed Foreclosure Documents Thwart Home Sales Friday, 8 Oct 2010 | 8:04 AM ET

    As a scandal unfolds over shoddy preparation of foreclosure documents, the fallout is beginning to hammer the housing market, especially in states like Florida, the NY Times reports.

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

  • Liquidity Boosted Markets, Not Economy: Strategist Friday, 8 Oct 2010 | 7:52 AM ET

    The massive amount of liquidity being injected by governments around the world is boosting investment markets, but doing little to improve the economy, Guy Monson, managing partner & CIO of Sarasin & Partners, told CNBC Friday.

  • What Will Unemployment Rate Be Next Year? Friday, 8 Oct 2010 | 7:44 AM ET

    Share your opinion in today's poll.

  • Charts: Beware of Euro Pitfalls Against Dollar Friday, 8 Oct 2010 | 6:23 AM ET

    The euro is likely to continue its rise against the dollar in the long term, but investors should watch out for setbacks in the near term, Royce Tostrams, technical analyst at Tostrams Groep, told CNBC Friday.