Investment Strategy


  • Futures Fall After China Tightens; Cisco Rises Friday, 19 Nov 2010 | 9:17 AM ET

    U.S. stock index futures fell ahead of the open Friday after China announced a second measure to tighten monetary conditions in two weeks. China's decision was released at the same time Federal Reserve Chief Ben Bernanke was speaking in defense a Federal Reserve policy to stimulate the economy.

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

  • Meredith Whitney Plans to Launch Rival Rating Agency Friday, 19 Nov 2010 | 7:36 AM ET
    Meredith Whitney

    Wall Street analyst Meredith Whitney plans to set up a credit-rating agency to go head to head with Moody’s Investors Service and Standard & Poor’s. The Financial Times reports.

  • Japan: From Laggard to Outperformer Friday, 19 Nov 2010 | 2:15 AM ET

    With the reversal in the dollar-yen downtrend, Ron Napier, head of Napier Investment Advisors, says it’s a good time for investors to put some money back into the Japanese equity market.

  • Global investors should place their bets on Asia as the region will dominate growth in the next decade, said Don Gimbel, senior MD & CIO of Carret Asset Management on CNBC.

  • IPO Gamble: Harrah's Offering Likely Delayed Thursday, 18 Nov 2010 | 8:03 PM ET

    At this point it's far from clear that Harrah's Entertainment, a 2006 $28 billion leveraged buyout, will make its way back to the public markets.

  • Opportunities Abound in These Emerging Markets Thursday, 18 Nov 2010 | 7:17 PM ET

    US markets may be a little flat this month, but that doesn't mean there aren't growing investment opportunities in emerging markets. Here, our traders detail some of their favorites.

  • New York Stock Exchange

    Fed Chairman Ben Bernanke is expected to restate the Fed's case for its controversial quantitative easing policy in an early morning speech Friday, but he may not take on his most vocal critics.

  • Bernanke Has Done 'Fantastic Job': UBS Exec Thursday, 18 Nov 2010 | 5:33 PM ET

    The CEO of UBS Americas told CNBC Thursday that Federal Reserve President Ben Bernanke has “done a fantastic job” and that quantitative easing may be good for the country after all.

  • The impact from slowing government spending might be felt for quarters to come in the tech sector, said Maria Grant, head of Americas cross-product research team at Goldman Sachs. So how should investors be positioned? She shared her best investment ideas.

  • Our Best Value Plays Now: Strategists Thursday, 18 Nov 2010 | 4:53 PM ET

    Stocks were higher Thursday as GM shares surged in their trading debut and optimism grew for a deal to ease Ireland’s debt crisis. Sarat Sethi, partner and portfolio manager at Douglas C. Lane & Associates and Patrick Becker, principal at Becker Capital Management shared their best value plays.

  • GM IPO: Dramatic Intraday Moves Thursday, 18 Nov 2010 | 4:49 PM ET

    As the market’s close approached, General Motors had hit session lows, falling below $34. Although it was about $1 ABOVE the initial pricing of $33, it was more than $1 BELOW its opening price. So what does that mean?

  • Stocks End Broadly Higher; GM Rises 3% Thursday, 18 Nov 2010 | 4:22 PM ET

    Stocks shed losses from earlier this week to close broadly higher Thursday, lifted by the successful return of General Motors to the U.S. stock market and relief that Ireland was addressing its debt crisis. Alcoa and Boeing rose, while Intel fell.

  • Time to Go Long on Auto Stocks: Industry Expert Thursday, 18 Nov 2010 | 3:51 PM ET
    GM Headquarters

    Automotive industry expert Paul Ingrassia told CNBC Thursday, one day after the successful GM IPO (initial public offering), that it’s time to go long on auto stocks and invest in the industry.

  • After NetApp’s earnings were leaked prematurely yesterday, it’s stock got clobbered. Seems third quarter guidance was below estimates.

  • How Gender Impacts Retirement Finances Thursday, 18 Nov 2010 | 1:55 PM ET
    elderly woman with financial advisor

    Maybe men are from Mars and women from Venus when it comes to dating. However, in retirement it’s too often the case that men live in modest apartments on Main Street while women are struggling to stay off of Skid Row. Here’s a look at some ways men and women differ in anticipating and preparing for retirement, and how that plays out in their twilight years.

  • Morici: Ireland’s Banking Crisis and the Euro Myth Thursday, 18 Nov 2010 | 1:19 PM ET
    Dublin, Ireland

    The Irish banking crisis illustrates the euro makes little sense, because the EU lacks taxing, spending and regulatory authority critical to managing a modern economy.

  • GM IPO and Citigroup: What Fund Managers Say Thursday, 18 Nov 2010 | 12:50 PM ET
    Gm Building

    General Motors, which raised at least $20.1 billion in an initial public offering, is to carmaker Ford what financial company Citigroup is to JPMorgan, some mutual-fund managers say. ...A report from TheStreet.

  • Busch: China Is the Future of the US Thursday, 18 Nov 2010 | 11:33 AM ET

    After the less than satisfying G20 meetings, the latest newsflow out of China is centered on what to do about inflation and how to counteract QE2.