Investment Strategy


  • Anything is Better Than Gridlock For the Markets Tuesday, 2 Nov 2010 | 2:28 PM ET

    Historically, midterm elections provide a boost to the market and economy regardless of the outcome. Brian Belski, Chief Investment Strategist at Oppenheimer Asset Management said that’s because anything is better than “gridlock.”

  • What to Expect from Stocks After Election 2010 Tuesday, 2 Nov 2010 | 12:47 PM ET

    With the highly anticipated Federal Reserve policy meeting a day after the election on Wednesday, a steady stream of quarterly results and the nonfarm payrolls number later in the week, investors will have an overload of information to digest. ...A report from TheStreet.

  • 'Buy' and 'Sell' These Sectors Now: Strategist Tuesday, 2 Nov 2010 | 11:46 AM ET

    As voters are headed to the polls on this Election Day, which sectors should investors buy or sell? Kelly Campbell, founder, principal and CEO of Campbell Wealth Management, shared his best plays, sector by sector.

  • Stocks Gain, Led by Materials; Boeing Skids Tuesday, 2 Nov 2010 | 11:17 AM ET
    Your Money Your Vote - A CNBC Special Report

    Stocks advanced as the mid-term elections got underway and the Federal Reserve began a two-day meeting that is expected to result in a decision to stimulate the economy. Home Depot and Verizon rose, while Boeing fell.

  • Stocks to Watch: Aeropostale, Dreamworks and More ... Tuesday, 2 Nov 2010 | 11:00 AM ET
    Six in 60

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

  • Be 'Very Cautious'—Lot of Downside Risk Ahead: Pro Tuesday, 2 Nov 2010 | 10:47 AM ET

    Is a political gridlock good for stocks? Ron Carson, CEO and founder of Carson Wealth Management Group, and Adam Bold, CEO and founder of The Mutual Fund Store, shared their views.

  • The Era of High Growth Is Over: Derivatives Expert Tuesday, 2 Nov 2010 | 9:54 AM ET

    The times when developed economies grew at high rates are behind us and the next crisis will hit when people realize this, Satyajit Das, author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives told CNBC Tuesday.

  • Schork: Politics, Elections & Energy Tuesday, 2 Nov 2010 | 9:42 AM ET

    This White House failed to appreciate the true mess they inherited and instead focused its energy on exploiting the financial crisis to further its redistributionist mission to transfer money from the haves to the have-nots, i.e. from the productive side of the economy to the unproductive side of the economy.

  • Futures Point Higher; Elections in Focus Tuesday, 2 Nov 2010 | 9:12 AM ET
    Your Money Your Vote - A CNBC Special Report

    Stock index futures pointed to a higher open for Wall Street Tuesday as investors turn their attention to the mid-term election which should clear uncertainties hanging over markets.

  • It seemed appropriate on The Strategy Session yesterday that on a program where we focused on the disappearance of "Merger Monday," that the first real "take-under" since JP Morgan's acquisition of Bear Stearns transpired.

  • Investing in Yachts Is Not Just for the Very Rich Tuesday, 2 Nov 2010 | 3:57 AM ET

    When buying a boat, there is but one fundamental principle to follow, according to those who already have some cash moored somewhere nice: enjoy it.

  • Tuesday's markets await the outcome of mid-term elections that are likely to bring a tighter fist to Congress, just as the Fed is ready to loosen its grip and wave on another round of easing.

  • Investors should go long on Asian currencies, especially the Australian dollar, said Enzio von Pfeil, founder of the Economic Time Bond Fund, on how investors should be trading on the Fed's expected move to implement further quantitative easing measures. 

  • Lock Up Profits — in Prison Stocks: Analyst Monday, 1 Nov 2010 | 6:02 PM ET

    Privatized prison stocks have seen a modest gain in the past three months, so is there room to run from here? T.C. Robillard, analyst at Signal Hill discussed his insights.

  • Markets face a number of big questions this week, including the mid-term elections, Fed announcements and the October unemployment figures. So how should investors be positioned? Jim Lacamp, portfolio manager and advisor at Macroportfolio Advisors, and Randy Bateman, president and CIO of Huntington Funds, discussed their insights.

  • Stocks End Mixed Ahead of Elections Monday, 1 Nov 2010 | 4:17 PM ET
    Your Money Your Vote - A CNBC Special Report

    Stocks ended mixed after a choppy session as investors hesitated to commit to the market ahead of Tuesday’s mid-term election and the Federal Reserve's decision on monetary policy.  Intel and Pzifer rose, while Kraft fell.

  • Stocks Pare Losses Ahead of Close; Banks Fall Monday, 1 Nov 2010 | 3:52 PM ET
    Your Money Your Vote - A CNBC Special Report

    Stocks pared losses, although remained lower, after rallying for most of the session as investors hesitated to commit to the market ahead of Tuesday’s mid-term election and the Federal Reserve's decision on monetary policy.  Kraft and Chevron fell, while Intel rose.

  • Stocks Will 'Grind Higher': Credit Suisse Exec Monday, 1 Nov 2010 | 2:18 PM ET

    The consensus right now: buy the rumor, sell the news. "We're actually advising clients right now to buy the rumor, buy the news," Richard Zinman, managing director at Credit Suisse spacer private banking USA, told CNBC on Monday.

  • Strong Economic News Is Good News — Right? Monday, 1 Nov 2010 | 1:49 PM ET

    October ISM manufacturing came in well above expectations. On that, the Dow Transports became the first major index since April to hit a (intraday) 52-week high. So why have we drifted lower?

  • Chadwick: QEII – Will it Work? I Have My Doubts Monday, 1 Nov 2010 | 1:39 PM ET
    The Federal Reserve headquarters in Washington, DC.

    The new buzzwords – Quantitative Easing – have been added to the alphabet soup of remedies for our still ailing economy. The quick fix “QE” recipe consists of the Fed buying bonds and flooding the economy with the proceeds in the hope that more money will inspire the recipients to spend the dough and thus get the economy off its rump.