Investment Strategy


  • Stocks Advance 1%, All Dow 30 Stocks Higher Friday, 1 Jul 2011 | 11:50 AM ET

    Stocks gained for a fifth straight session on Friday and were on track to finish their best week in nearly a year following a stronger-than-expected manufacturing reading, helping to dispel some doubts about the recovery.

  • S&P 500 Rally Buoys Bulls Friday, 1 Jul 2011 | 10:41 AM ET

    Bulls have been arguing all week that the primary factors that caused the "soft patch" (higher commodity costs, Japan quake) will mitigate over time and particularly into the third quarter.

  • We're in a "slow growth economy and things aren't getting any better" as the second half begins, J.J. Burns, president of J.J. Burns & Co., told CNBC Friday. In this environment, stick with companies specializing in health care, he says.

  • Blackboard's Big Buyout     Friday, 1 Jul 2011 | 9:36 AM ET

    CNBC's Herb Greenberg reports on the big buyout involving an education company.

  • The Big Story Today Friday, 1 Jul 2011 | 9:19 AM ET

    It's the first big read on June, and a reading under 50 (which would indicate contraction) would likely cause a negative reaction in the markets. ISM hasn't been below 50 since July 2009.

  • Futures Market Preview     Friday, 1 Jul 2011 | 8:34 AM ET

    A look ahead of the futures trading day, with CNBC's Rick Santelli.

  • Future Gain Ahead of Economic News Friday, 1 Jul 2011 | 8:21 AM ET

    Futures gained Friday, following the stock market's strongest rally since September in the previous session on the heels of stronger-than-expected economic news and over optimism that Greece's debt crisis would see a resolution.

  • Kicking Off the New Quarter     Friday, 1 Jul 2011 | 8:15 AM ET

    Despite the lousy headlines, the markets are going to be on the upside next quarter. Planning an investment strategy for the second half of the year, with Mike Holland, Holland & Company, and Richard Steinberg, Steinberg Global Asset Management.

  • SkyBridge; 1 YR ANNIVERSARY     Friday, 1 Jul 2011 | 7:27 AM ET

    Discussing the asset manager's acquisition of Citi's hedge fund business, with Anthony Scaramucci, SkyBridge Capital.

  • Second Half Market Forecast     Friday, 1 Jul 2011 | 7:05 AM ET

    A look ahead at market activity for the second half of the year, with David Joy, Ameriprise Financial, and Alec Young, S&P Equity Research.

  • CME Trader Outlook     Friday, 1 Jul 2011 | 6:35 AM ET

    A preview of bond market activity from the CME, with Jeff Kilburg, TreasuryCurve.

  • After Historic First Half, Will 2011 Calm Down? Friday, 1 Jul 2011 | 5:51 AM ET
    New York Stock Exchange

    During a discussion over forward planning at CNBC’s London offices on Thursday our Assignments Editor told me we have been on 103 outside broadcasts in Europe and the Middle East alone in the first half of the year.

  • The second half of the year should see European stocks performing positively, Michael Browne, portfolio manager, Europe at Martin Currie, told CNBC Friday.

  • Cash-Rich Firms Will Support Stocks: Strategist Friday, 1 Jul 2011 | 2:29 AM ET
    Traders work in the ten-year U.S. Treasury Note options pit at the Chicago Board of Trade in Chicago, Illinois, U.S.

    Stocks are a buy as the cash-rich corporate sector is set to be a net buyer of equities according to Andrew Garthwaite, a global equity strategist at Credit Suisse.

  • Queen to Profit From Income Shake-Up Friday, 1 Jul 2011 | 2:16 AM ET
    Queen Elizabeth II

    A mood of austerity may be stalking Britain, but the champagne is still flowing at Buckingham Palace thanks to a government plan to put the queen on what might be seen as profit-related pay, reported the FT.

  • The Federal Reserve headquarters in Washington, DC.

    A late rally for stocks this week helped stock investors end the first half of 2011 with gains. The Dow finished the first half higher by 7.2 percent following a small positive gain for the second quarter due to a late June rally.

  • Goolsbee: Get the Private Sector Up & Investing Thursday, 30 Jun 2011 | 11:21 PM ET
    AUSTAN GOOLSBEE, Economic Recovery Advisory Board Chief Economist

    Three years ago, Austan Goolsbee left his position at the University of Chicago’s Booth School of Business to Barack Obama on his journey to the White House. Maria Bartiromo spoke to Goolsbee as he prepares to to leave his post as one of the President’s longest-serving policy advisors and return to academia.

  • The June manufacturing ISM has been one of the most talked about data points of the past two weeks and Friday's result is key to whether investors see the economy improving or stuck in a rut.

  • Is QE3 Set to Sail?     Thursday, 30 Jun 2011 | 7:40 PM ET

    Discussing whether QE3 is on the horizon now that QE2 is officially over, with John Taylor, Hoover Institute, and Dean Baker, Center for Economic & Policy Research.

  • Shell Oil Boss on SPR, Nat Gas and Oil Prices Thursday, 30 Jun 2011 | 7:03 PM ET

    Oil prices finished Thursday 10 percent below where they started three months ago, despite moving higher in the month of April. In a CNBC exclusive, Maria Bartiromo interviewed Shell Oil President Marvin Odum.