Investment Strategy


  • Sanofi-Aventis Unlikely to Raise Offer for Genzyme Wednesday, 1 Dec 2010 | 11:42 AM ET

    Sanofi is focused on that tender, but only on whether to extend it. Here's why.

  • Stocks Surge, Led by Energy; Home Depot Up Wednesday, 1 Dec 2010 | 11:33 AM ET

    Stocks climbed at the open after good news on private sector jobs added to better-than-expected manufacturing data from China, and a calmer tone in Europe, to lift investor sentiment. Home Depot and United Technologies rose.

  • ECB Could Send Major Message to World Markets Tomorrow Wednesday, 1 Dec 2010 | 11:22 AM ET

    The next 24 hours could prove a major turning point in Europe’s crisis, one that substantially reduces the risk for all investors on world markets.

  • Fed Loan Report Could Hit Regionals, Not Major Banks Wednesday, 1 Dec 2010 | 11:07 AM ET

    The Fed's massive data disclosure on which institutions got bailout money will be interesting from a historical standpoint but unlikely to be meaningful for investors.

  • Stocks to Watch: American Express, GAP and More ... Wednesday, 1 Dec 2010 | 11:00 AM ET
    Six in 60

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

  • Stocks climbed Wednesday after positive news on private-sector jobs added to better-than-expected manufacturing data from China. Mario Gabelli, chairman, CEO and CIO of Gamco Investors, shared his market outlook and best investment advice.

  • Farrell: What Obama Can Learn From Clinton Wednesday, 1 Dec 2010 | 10:33 AM ET

    Bill Clinton could sniff the political winds better than most 20th-Century politicians...President Obama is much more committed to his ideological slant, but that won't help his dream if he is a one-term President.

  • Markets Ride Weaker Dollar, Calmer Europe Wednesday, 1 Dec 2010 | 10:25 AM ET

    Trichet has made vague comments about the need to expand the European Central Bank's role in the crisis, and proposals are flying about issuing joint bonds for the entire euronation. Also helping: continuing strength in China.

  • The day David Faber cold-called me at JRO Associates, the hedge fund where I began my career two decades ago. Sure, it was the beginning of a beautiful friendship -- but could it have been a multi billion-dollar friendship, too? It's a question I can't help but ask, because David and I always talked about launching a hedge fund together.

  • Russia 'Cheap Compared to Everything': Strategist Wednesday, 1 Dec 2010 | 9:21 AM ET

    Fear of political instability and corruption allegations have kept many investors away from Russia, but now could be the time to take advantage of the emerging market as Europe is in the grip of a debt crisis and valuations are cheap, Roland Nash, chief strategist at Renaissance Capital, told CNBC Wednesday.

  • Futures Higher After Upbeat Payroll News Wednesday, 1 Dec 2010 | 9:15 AM ET

    U.S. stock index futures pointed to a strong open on Wednesday after good news on private sector jobs added to better-than-expected manufacturing data from China to lift investor sentiment.

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

  • The stock market starts December on a burst of economic news that may distract investors from Europe's sovereign debt worries.

  • Stocks End Lower for November; BofA Slides Tuesday, 30 Nov 2010 | 5:05 PM ET

    Stocks struggled to end in positive territory but ended down as sovereign debt concerns in the euro zone kept a check on gains throughout the session. News that the Obama administration will work with Republicans on the tax dispute gave a brief lift to stocks. BofA and Procter & Gamble fell.

  • Abercrombie & Fitch

    On the heels of a much better than expected Consumer Confidence read for November, options traders have ramped up volume on renewed speculation of a pending take-over of teen retailer Abercrombie & Fitch.

  • Stocks Lose Ground Before Close; BofA Falls Tuesday, 30 Nov 2010 | 3:53 PM ET

    Stocks lost ground in the final minutes of trading after moving higher in the wake of news that the Obama administration will work with Republicans on the tax dispute. Rising worries over sovereign debt concerns in the euro zone kept a check on gains throughout the session. BofA and Procter & Gamble fell.

  • The Drug Stock Paradox Tuesday, 30 Nov 2010 | 3:29 PM ET

    Drug stocks have had a miserable month; the NYSE Arca Pharmaceutical Index down nearly 6 percent, far underperforming the fractional gain in the S&P 500. What gives?

  • US Stocks Poised to Outperform? (Really?) Tuesday, 30 Nov 2010 | 2:55 PM ET

    What's more important: improving economic data or the Eurodebt worries?

  • Groupon for $6 Billion? Google Should Just Buy Gannett Tuesday, 30 Nov 2010 | 2:01 PM ET

    The rumor of the day is that Google is looking to spend as much as $6 billion to buy Groupon, a service that offers local deals. If Google pays anywhere near that, it might be the nuttiest tech acquisition ever.

  • Gold Becoming a Hedge Against 'Monetary Uncertainty' Tuesday, 30 Nov 2010 | 1:27 PM ET
    Gold coins and bar

    Gold isn't serving as a hedge against inflation, as traditionally has been the case. Instead, as investment guru Dennis Gartman points out, investors see gold as "a hedge against monetary uncertainty."