Investment Strategy


  • Car dealership

    The monthly sales reports will be issued by car makers throughout the day and are expected to show an annualized selling rate of 11.4 million vehicles, up from 11.1 million last month.

  • Volume and the Seasonality Trap Monday, 2 Aug 2010 | 6:16 PM ET

    Does seasonality matter to your portfolio? Chris Johnson, CEO and chief investment strategist at Johnson Research Group says it does, so our quant team went back and looked at volume for the last 10 years for the month of August.

  • Stocks Rally to the Finish; Dow Gains 2% Monday, 2 Aug 2010 | 5:02 PM ET

    Stocks kicked off August with a rally, snapping a three-day losing streak, after a better-than-expected manufacturing reading and some strong bank earnings out of Europe. The Dow jumped 2%.

  • Cracking Down on 401(k) Fees Monday, 2 Aug 2010 | 4:03 PM ET

    Starting in July 2011, firms that are 401(k) service providers must disclose in writing all direct and indirect compensation received, make available plan investment options in connection with brokerage and record-keeping services or both and disclose any changes to the fee structure within 60 days.

  • Overseas Growth Good for US Jobs: Isdell Monday, 2 Aug 2010 | 3:44 PM ET

    The fact many corporations are growing from strong overseas growth, especially from markets like China, is a plus for the U.S. and the economy, and not a source of concern, Neville Isdell, former chairman and CEO of Coca-Cola, said on CNBC Monday.

  • Stocks kicked off August with a rally after another round of encouraging earnings reports and a better-than-expected reading on manufacturing. Brian Gendreau, market strategist at Financial Network, and Larry Rosenthal, president of Financial Planning Services, discussed their insights.

  • Tapping the Economic Power of Innovation Monday, 2 Aug 2010 | 3:25 PM ET
    Businessman with crystal ball

    This week CNBC is heading to Techonomy 2010, a new business conference in Lake Tahoe, Calif. that examines the economic power of innovation.

  • NYSE Traders

    With investment advisors convinced the economy may be headed for a bout of deflation, they're turning to longer-term bonds for safety.

  • Dow Hits 10-Week High; Energy, Banks Jump Monday, 2 Aug 2010 | 2:56 PM ET

    The Dow and S&P 500 rose more than 1.5 percent Monday, with both indexes hitting a 10-week high, boosted by energy and materials. But RIM and Walmart fell.

  • Investors are pulling assets out of money-market mutual funds and putting them into short- and intermediate-term bond funds as well as balanced mutual funds that invest in a mixture of stocks and bonds, Bill McNabb, chief executive of The Vanguard Group, said on CNBC Monday.

  • CEO Blog: Take a Fresh Look at Africa Monday, 2 Aug 2010 | 2:14 PM ET

    CEOs and investors look to emerging markets to provide growth, but unfortunately, Africa in particular continues to be seen as too risky for investors, no matter how many times rock starsor economists tell us that Africa is no longer the unstable, chronically impoverished place that it once was.

  • Social Gaming Companies See Their Stock Rise Monday, 2 Aug 2010 | 12:57 PM ET

    For the better part of the last year, game industry pundits have shouted from the rooftops that social network gaming was the next big thing – but it’s starting to look like even they underestimated just how big it would be.

  • Greenberg: Quantity Over Quality in HSBC Earnings? Monday, 2 Aug 2010 | 12:57 PM ET

    The headlines Monday trumpet HSBC's sharp improvement in second-quarter profits. But that isn't impressing Peter Atwater, president of the Financial Insyghts, a financial services consulting firm.

  • Low Trading Volume Indicates Fragile Recovery: Pro Monday, 2 Aug 2010 | 12:54 PM ET

    US stocks began August with midday gains of nearly 2 percent. But Richard Repetto, principal at Sandler O’Neill, doesn't trust the rise. What should investors expect to see going forward?

  • Stocks to Watch: Exelon, Universal Health More... Monday, 2 Aug 2010 | 11:29 AM ET
    Six in 60

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

  • Busch: The Salient Issue on Deficits Monday, 2 Aug 2010 | 10:46 AM ET

    Yes, they need to be cut. It’s how to do it. In Newsweek, Fareed Zakaria states, “Raise My Taxes, Mr. President!” and the NYT Sunday Op-Ed had something similar entitled, “What They’re Not Telling You.” Both articles are worth reading to understand the US fiscal deficit and how it became $1.4 trillion.

  • July marked the best month for the Dow and the S&P 500 in a year. But will that momentum continue through the rest of the summer? Robert Doll, vice chairman and chief equity strategist at BlackRock, discussed his market outlooks.

  • Kaminsky's Call: Stocks Nearing an Inflection Point Monday, 2 Aug 2010 | 10:22 AM ET
    Wall Street sign

    The market does not like unpredictability, and we are headed into August with more questions than answers. That weighs on confidence. And that could make the next couple months much more difficult than July.

  • Deflation in the US? This is Not Japan: Economist Monday, 2 Aug 2010 | 10:04 AM ET

    We think there are meaningful differences between the US today and Japan during the '90s. High on our list is the difference in wages. A straight forward construct of inflation reveals employee earnings are a primary driver. During the early part of the 1990s wages in Japan were averaging around 2.0%.

  • West Is Halfway Through 20-Year Decline: Chartist Monday, 2 Aug 2010 | 8:56 AM ET

    The West is only half the way through a 20-year secular downturn that will not end until the children of the US baby boomers begin to flex their financial muscle in about 10 years time, according to Robin Griffiths, a technical strategist at Cazenove Capital.