Investment Strategy


  • Futures Buoyed by M&A; Libya, Japan in Focus Monday, 21 Mar 2011 | 9:26 AM ET

    U.S. stock index futures gained ahead of the market's opening Monday in the wake of stronger markets overseas, and buoyed in part by AT&T's plan to buy T-Mobile US from Deutsche Telekom to create the largest mobile provider in the United States. US stock index futures pointed to gains for Wall Street Monday, with sentiment helped after AT&T agreed to buy T-Mobile US from Deutsche Telekom, creating the largest mobile provider in the United States.

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

  • Crises in Japan Ripple Across Global Economy Monday, 21 Mar 2011 | 5:27 AM ET
    80-year-old Sumi Abe is rescued from her destroyed house nine days after the 9.0 magnitude earthquake and tsunami on March 20, 2011 in Ishinomaki, Miyagi, Japan.

    In the wake of Japan’s cascading disasters, signs of economic loss can be found in many corners of the globe, from Sendai, on the battered Japanese coast, to Paris to Marion, Ark., reports the New York Times.

  • No US Fiscal Crisis, Yet Monday, 21 Mar 2011 | 3:27 AM ET

    The US does not face an imminent fiscal crisis in the short term, but things look very different over the long term according to Ian Shepherdson, the US economist at High Frequency Economics.

  • Only 7% Believe in Goldilocks: Survey Monday, 21 Mar 2011 | 2:21 AM ET

    Only seven percent of investors believe in the goldilocks scenario of contained inflation and solid economic growth, following the upheaval in the Middle East, according to a survey of investors by Barclays Capital.

  • Moorad Choudhry on the Investor's Crystal Ball Monday, 21 Mar 2011 | 1:25 AM ET

    Most economic and market statistics are backward-looking. It's easy to spot the market downturn when looking at the graph – as long as it has already occurred. It's a bit trickier to forecast it in real time.

  • China, at last, is getting serious about rebalancing. At the National People's Congress, the country's annual legislative session which concluded this  week,  leaders  unveiled  a  new  five  year  development  plan.

  • Was the Post-Japan Fall in Stocks Rational? Monday, 21 Mar 2011 | 1:20 AM ET

    Looking at the pure economic ties between Japan and the UK for instance, it's hard to justify why UK stocks should fall so heavily.

  • Five Things We're Watching: March 21, 2011 Sunday, 20 Mar 2011 | 10:28 PM ET

    There’s nothing like the smell of a big takeover to get investors’ juices flowing and take our minds, even briefly, away from the horrific disaster in Japan and the crisis in Libya.

  • Poll: Who is Smarter in AT&T Deal? Sunday, 20 Mar 2011 | 7:48 PM ET

    The knee-jerk reaction in this deal, based on an early poll I conducted on Twitter, was the seller, which has been trying to figure out what to do with T-Mobile USA, a distant competitor among mobile carriers. But as people started to think about it, the mood shifted to the buyer, which would put AT&T well ahead of Verizon in terms of customers.

  • Warren Buffett Still on the Lookout for Deals Sunday, 20 Mar 2011 | 9:44 AM ET
    Warren Buffett

    "We have not exhausted our potential for significant acquisitions, that's for sure," Warren Buffett, the chairman and CEO of Berkshire Hathaway, told CNBC.

  • Warren Buffett

    The nuclear disaster in Japan is likely to have major effects on US energy policy, according to billionaire investor Warren Buffett.

  • Where Will Warren Buffett Hide From Goldman Sachs? Sunday, 20 Mar 2011 | 8:23 AM ET
    Warren Buffett

    "I'm on my way to an unknown destination in Asia where I'm going to look for a cave," Warren Buffett  joked. "If the U.S. Armed forces can't find Osama bin Laden in 10 years, let Goldman Sachs try to find me."

  • Three Things to Watch at CTIA Wireless Saturday, 19 Mar 2011 | 6:47 PM ET
    The Blackberry Playbook Tablet PC

    Smartphones and tablets will be the headliners at the 2011 CTIA Wireless show in Orlando, where the wireless industry convenes to chart its future the week of March 21. Here are three things to watch for during the week:

  • Tablet Wars: iPad Vs. the World Saturday, 19 Mar 2011 | 11:41 AM ET
    Black and white versions of the new iPad 2.

    The iPad 2 is entering a much different world than its predecessor. And while Apple still holds a commanding market share position, it may be in for a much tougher fight this time around.

  • Hottest Wireless and Mobile Stocks Saturday, 19 Mar 2011 | 10:11 AM ET

    As the CTIA Wireless conference gets under way, CNBC.com ran a screen searching for some of the largest percent gainers in the wireless industry in the past year. 

  • Week Ahead: Markets Grapple With Uncertainty Friday, 18 Mar 2011 | 9:13 PM ET
    Policemen check cars for victims in Minamisanriku, Miyagi prefecture on March 18, 2011.

    Stocks in the coming week will navigate the uncertainties of Japan's nuclear crisis and the potential risk of heightened military action in Libya.

  • Beware the Energy 'Panic Trade': Strategists Friday, 18 Mar 2011 | 7:53 PM ET

    Investors who covered their positions for the crisis in Japan by selling nuclear and uranium stocks and buying solar and alternative energy stocks might find themselves on the wrong side of the trade, according to Steve Massocca, managing director at Wedbush Securities, and Todd Horwitz, chief strategist at Adam Mesh Trading Group.

  • Future of U.S. Energy Policy?     Friday, 18 Mar 2011 | 7:48 PM ET

    Discussing whether the President's green energy agenda will really be the answer to the country's energy needs, with David Goodfriend, former Clinton White House staffer; James Pethokoukis, Reuters BreakingViews and Deroy Murdock, Scripps Howard News Service.

  • Do Stock Ratings Still Matter? Friday, 18 Mar 2011 | 7:26 PM ET
    Meredith Whitney

    On Oct. 31, 2007, Meredith Whitney argued Citigroup would cut its dividend and slapped an "underperform" on the stock. The call made bundles of money for clients who acted on her advice. Does it matter now? ...A report from TheStreet.

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