Investment Strategy


  • Tired Santa Claus

    "This December...holds the key for much of the narrative in the capital markets for the next 12 months," one market strategist says.

  • Euro Markets Have Most Positive Surprises: Bernstein Thursday, 2 Dec 2010 | 10:51 AM ET

    Despite the euro zone debt crisis, European markets might be a bright spot in the coming year, according to Richard Bernstein, chief investment strategist at Richard Bernstein Advisors.

  • Dow Could Trade Above 12,000: Schwab's Sonders Thursday, 2 Dec 2010 | 10:24 AM ET

    Stocks rose for a second day despite an unexpected rise in jobless claims, and news that the ECB would not be increasing its government bond purchases. Thomas Lee, chief U.S. equity strategist at JPMorgan, and Liz Ann Sonders, chief investment strategist at Charles Schwab, shared their market outlooks.

  • Retail Sales Strong — Now, the Bad News Thursday, 2 Dec 2010 | 10:00 AM ET

    S&P futures had dropped a point or so as initial jobless claims for the week came in a bit heavier than expectations, 436,000 vs. 422,000 consensus. Prior week was revised upward to 410,000, from 407,000. Also: good news, nad news for retail.

  • Futures Fluctuate After Jobless Claims, Trichet Thursday, 2 Dec 2010 | 9:16 AM ET

    U.S. futures fluctuated after a unexpected rise jobless claims, and news that the European Central Bank would not be increasing its government bond purchases. But the market gained some support from stronger-than-expected retail sales reports. . 

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

  • Make Sure Your Skills Are in Demand Thursday, 2 Dec 2010 | 2:30 AM ET

    David Arkless, the President of Corporate and Government Affairs at Manpower, travels the world speaking to governments and businesses about one thing: talent.

  • Life Skills Are What Youth Need: Blackstone CEO Thursday, 2 Dec 2010 | 2:29 AM ET
    Stephen A. Schwarzman

    As unemployment amongst the young soars, the boss of private equity giant Blackstone has called for those under 25 to be equipped with better life skills.

  • 10 Ways to Invest In Youth Thursday, 2 Dec 2010 | 2:21 AM ET

    The International Labor Organization has been looking at ways companies can invest in young people while at the same time driving profitability.

  • Chinese Food Stocks Are Ripe for Profit-Taking Wednesday, 1 Dec 2010 | 9:57 PM ET

    It is time to avoid small caps and take profit in food stocks within the Chinese market, advised Erwin Sanft, head of China & Hong Kong research at BNP Paribas.

  • Stronger U.S. economic reports and signs the consumer is perking up has economists raising their tepid growth outlooks to slightly less tepid.

  • Stocks End 2% Higher On Strong Economic News Wednesday, 1 Dec 2010 | 5:19 PM ET

    Stocks ended 2 percent higher for the first trading day of the month, wiping out November's losses, after several economic reports gave investors confidence the U.S. economy is improving. Home Depot and Microsoft rose.

  • What Bulls Need for 'Goldilocks' Return Wednesday, 1 Dec 2010 | 5:17 PM ET

    There are three legs to the bulls' stool. For the last couple weeks, bulls have been arguing — successfully — that two legs of the stool were firming up.

  • Stocks Hold Strong Gains Ahead of Close Wednesday, 1 Dec 2010 | 3:54 PM ET

    Stocks continued to soar more than 2 percent on the first day of December after news the Federal Reserve's regional survey showed growth is rising throughout most of the U.S.  The market was strong from the start after an upbeat report on private sector jobs and news that manufacturing activity in China reached a seven-month high. Home Depot and Microsoft rose.

  • How to Buy Stock in Private Companies Wednesday, 1 Dec 2010 | 2:34 PM ET

    For the first time ever investors now have access to private companies before they go public, Barry Silbert, founder and CEO of SecondMarket, the largest secondary market for alternative assets, told CNBC on Wednesday.

  • IMF Fund: Will They or Won't They Give More? Wednesday, 1 Dec 2010 | 2:27 PM ET

    Will they or won't they give more to the IMF? It may be tough even if they want to. Stocks popped up midday on a Reuters headline that the U.S. may back a larger Euro financial stability package via the IMF (citing an unnamed official), which was shot down by a Dow Jones headline an hour later.

  • How to Trade These 2 Dow Giants: Strategists Wednesday, 1 Dec 2010 | 1:35 PM ET

    Caterpillar was the top Dow gainer in November, while Boeing was the biggest laggard. What is the outlook for both stocks for the rest of the year? Brian Rayle, managing director and equity research analyst at Northcoast Research, and Alex Hamilton, aerospace and defense analyst at Early Bird Capital, shared their outlooks.

  • To Convert Or Not To Convert? Wednesday, 1 Dec 2010 | 1:32 PM ET

    You may want low tax rates to continue, but waiting too long to find out if that's really going to happen could have important consequences for your retirement savings.

  • Stocks Are Cheapest Assets—So Buy These: 4-Star Pro Wednesday, 1 Dec 2010 | 12:32 PM ET

    Stocks continued to advance Wednesday following good news on the private sector jobs front and a better-than-expected manufacturing data from China. How should investors be positioned going forward? Timothy Harder, CIO of Peak Capital and Ted Parrish, co-portfolio manager at Henssler Equity Fund shared their insights.

  • 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.