Investment Strategy


  • Many theories are making the rounds about why the market's been marching higher in the face of disasters, nuclear crisis and government collapses. Stocks' indomitable advance has stumped many market experts.

  • Spring Foiled by Winter Weather     Friday, 25 Mar 2011 | 9:52 AM ET

    The recent weather has made investors think about Christmas stocks, with Colin Sebastian, Lazard Capital Markets senior research analyst.

  • The Friday Trade     Friday, 25 Mar 2011 | 9:35 AM ET

    Weighing in on whether anything can knock down the U.S. market right now, with Dennis Wassung, Cabot Money Management and Don Schreiber, WBI Funds.

  • Futures Continue to Rise After GDP Revision Friday, 25 Mar 2011 | 9:16 AM ET

    Stock index futures continued to point to a higher open after estimates for fourth quarter gross domestic product rose to 3.1 percent, and as investors swapped concerns over Europe’s sovereign debt crisis and developments in the Middle East for optimism about earnings.

  • Darden Beats But Food Prices Weigh     Friday, 25 Mar 2011 | 9:15 AM ET

    Darden beat earnings estimates but rising food prices could take a bite out of profits in the food industry. Nicole Miller Regan, Piper Jaffray restaurant analyst weighs in.

  • Research in Motion: Hold?     Friday, 25 Mar 2011 | 9:15 AM ET

    An outlook on why RIMM is still a stock to go long on, with Harry Rady, The Rady Contrarian/Rady Asset Management.

  • Earnings — Good and Bad News Friday, 25 Mar 2011 | 9:11 AM ET

    The good news: both Oracle (ORCL) and Accenture (ACN, the world's biggest consulting firm) are up on strong earnings — ORCL had strong sales, and raised its dividend (to $0.06 from $0.05) while ACN raised its current year forecast. ACN up 8 percent pre-open. The bad news: I'm not sure how representative tech and consulting companies are of the earnings commentary we will be seeing for Q1.

  • What's On: Research in Motion, Caterpillar and USPS Friday, 25 Mar 2011 | 8:41 AM ET

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

  • Bulls Gain Ground     Friday, 25 Mar 2011 | 7:00 AM ET

    Discussing whether the bulls are here to stay, with David Kelly, JPMorgan Funds and Dan Greenhaus, Miller Tabak Co.

  • Global Market Movers     Friday, 25 Mar 2011 | 6:30 AM ET

    A check on the markets, with Mark Vitner, Wells Fargo Securities and George Dowd, Newedge Group director.

  • Learning to Love the Fear Index Friday, 25 Mar 2011 | 3:20 AM ET

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  • Scots Incensed at 'Raid' on North Sea Friday, 25 Mar 2011 | 2:59 AM ET
    Chancellor of the Exchequer George Osborne holds Disraeli's original budget box as he leaves 11 Downing Street for Parliament.

    Scottish politicians accused George Osborne of using North Sea resources to “fuel his Budget”, saying the chancellor had given too little in return for his unexpected £2 billion tax raid on the oil and gas industry, reports the Financial Times.

  • Buying Gold = Shorting Mankind's Wisdom: Analyst Friday, 25 Mar 2011 | 1:43 AM ET
    Gold Bars

    Despite mankind's ability to adapt and invent new materials and make use of new resources, humans seem "hopelessly incapable of learning past wisdom and apparently doomed to repeat past follies," according to Dylan Grice, a research analyst at Societe Generale.

  • The stock market's newly recharged bull could slow down its rapid run Friday, as investors look ahead to a weekend of unknowns.

  • Five Things We're Watching: March 25, 2011 Thursday, 24 Mar 2011 | 7:28 PM ET

    Despite the ongoing crisis in Japan and Portugal's pending implosion, there's the iPad to look forward to.

  • Analyze This: Why Buy Bonds?     Thursday, 24 Mar 2011 | 5:22 PM ET

    Rich Volpe, RBS, discusses why investors should consider bonds when stocks seem to be on such a tear. Are governments a threat to the rally? And are fertilizer stocks worth a look or are they stinkers, with CNBC's Melissa Lee and the Fast Money traders.

  • Stocks End Higher, Propelled by Tech, Retail Thursday, 24 Mar 2011 | 4:53 PM ET

    Stocks closed higher Thursday as investors appeared to shrug off persistent global concerns and focus on strong earnings and growth prospects in the U.S. HP and Home Depot led Dow gainers, while BofA fell.

  • Best and Worst Stocks in the Market Bounce Thursday, 24 Mar 2011 | 4:47 PM ET

    Stocks haven't looked back since last Thursday, with more than 4 percent gains in the Dow, S&P 500 and Nasdaq. It certainly feels like that "shallow" 6.4 percent correction from Feb. 18 to March 16 is behind us. Which stocks have been the leaders in the past week? An interesting group, with some obvious winners, and some not so obvious.

  • Stocks Hold Strong Gains Amid Light Volume Thursday, 24 Mar 2011 | 3:58 PM ET

    Stocks held strong gains in the final hours of trading Thursday as investors appeared to shrug off persistent global concerns and focus on growth prospects in the U.S. economy.  HP and Home Depot rose, while Bank of America fell.

  • Hedge Funds Under the Gun to Meet New SEC Deadline Thursday, 24 Mar 2011 | 2:12 PM ET
    Sandy Kaul

    Deadlines are quickly approaching for the majority of private hedge funds to register with the securities and exchange commission, which mandates more disclosure requirements over the $1.3 trillion hedge fund industry, as a result of the implementation of the Dodd-Frank financial overhaul law.