Investment Strategy


  • Pimco co-CEO Mohamed El-Erian

    Buyers of European sovereign debt are going to have to accept some losses if the problems there are ever going to be rectified, Pimco's Mohamed El-Erian told CNBC.

  • Bulls Betting Big on Ford Motor Friday, 14 Jan 2011 | 11:07 AM ET

    Ford Motor moved progressively higher this week, and option traders are betting that it has more fuel in the tank.

  • Are Rare Earth Stocks a Good Bet? Friday, 14 Jan 2011 | 11:07 AM ET
    Bulldozer scoop soil containing various rare earth to be loaded on to a ship at a port in Lianyungang, east China's Jiangsu province in September, for export to Japan.

    The rare earth story jumped to  front pages in 2010. China dominates the market for the arcane metals, which are vital to technology products. Which companies, though, can fill that need, now that China has begun to limit exports?

  • Stocks to Watch: Capital One, JA Solar and More ... Friday, 14 Jan 2011 | 11:02 AM ET
    Six in 60

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

  • Intel's headquarters in Santa Clara, California.

    Friday's market should feel the positive afterglow from Intel's strong earnings report Thursday, though the day could be decided by JPMorgan Chase's fourth quarter results and a batch of important economic data.

  • Futures Hold Losses After CPI, Retail Sales Friday, 14 Jan 2011 | 9:24 AM ET

    U.S. stock index futures continued to trade lower after news of a bigger-than-expected increase in consumer prices, and a lower-than-expected rise in retail sales.

  • Central Banks Cloud Commodity Outlook: Economist Friday, 14 Jan 2011 | 8:56 AM ET
    Jean-Claude Trichet

    Jean-Claude Trichet’s hawkish comments on inflationary pressures and the resultant jump in the euro following Thursday’s European Central Bank's press conference talk has turned attention back to central bank exit strategies, an economist said Friday.

  • Natural gas and oil used to be tied at the hip. And with oil rallying, and a brutal winter battering much of the nation, you'd think nat gas would be poised for a rally. Think again.

  • What's On: JPMorgan, Intel and Corporate Taxes Friday, 14 Jan 2011 | 8:19 AM ET

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

  • Goldman Sachs Reveals Fresh Crisis Losses Friday, 14 Jan 2011 | 3:54 AM ET
    The U.S. Securities and Exchange Commission seal hangs on the facade of its building in Washington, DC.

    Goldman Sachs has revealed details of about $5 billion in investment losses suffered during the crisis for the first time this week, in a move that will deepen the debate over companies’ financial disclosures, reports the Financial Times.

  • Is Now the Time to Bank on JPMorgan Earnings? Thursday, 13 Jan 2011 | 4:40 PM ET
    JP Morgan Chase

    Are options traders banking on blowout earnings from JPMorgan? If today's price action in JPMorgan calls is any indication, the answer is a resounding “Yes.”

  • Stocks End Down as Rally Stalls; Merck Sinks Thursday, 13 Jan 2011 | 4:36 PM ET

    Stocks bounced off the lows of the session but ended lower as disappointing economic news halted the market's rally and as Merck dragged down the Dow amid problems with a key blood-clotting drug. Merck and Alcoa slumped, as Home Depot rose.

  • Making Money on Food & Energy Inflation: Pros Thursday, 13 Jan 2011 | 4:26 PM ET

    With prices of food and energy-related commodities surging, this is a chance for investors to profit, said Keith Springer, president of Springer Financial Advisors, and David Kelly, chief market strategist at JPMorgan Funds.

  • Stocks Decline Before Close, Led by Merck Thursday, 13 Jan 2011 | 4:04 PM ET

    Stocks slumped more in the final hour of trading as disappointing economic news halted the market's rally and a disappointing drug trial for Merck dragged down the Dow. Merck and Alcoa fell, while Home Depot rose.

  • 6 Value Plays For Investors: Strategists Thursday, 13 Jan 2011 | 12:37 PM ET

    Turn to invest in individual stocks that didn’t perform as well in 2010, said Matt Fahey, director of equities at M&I Investment Management.

  • Stocks Slump; Industrials Rise; Merck Sinks Thursday, 13 Jan 2011 | 11:50 AM ET

    Stocks slipped as economic news released Thursday gave investors reason to pause a day after the market reached new multi-year highs. Merck sank, while DuPont rose.

  • Commodities Look 'Very Attractive' Now: Kass Thursday, 13 Jan 2011 | 11:34 AM ET

    There are some areas out there for investors to watch and in particular, commodities are looking “very attractive,” said Douglas Kass, founder and president of alternative investment management firm Seabreeze Partners.

  • Are We Living in a 'New Normal?' Thursday, 13 Jan 2011 | 11:17 AM ET

    PIMCO calls the situation in the global economy and markets the "new normal," marked by uncertainty and risk. Do you feel like you're living in a "new normal?" Share your opinion in our poll.

  • Stocks to Watch: Cummins, Pier 1 Imports and More ... Thursday, 13 Jan 2011 | 10:59 AM ET
    Six in 60

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

  • Markets Watching Inflation Anxiously Thursday, 13 Jan 2011 | 10:46 AM ET

    In yet another sign of food and energy inflation news this week, December PPI rose 1.1 percent, higher than the 0.8 percent expected and its sharpest increase in almost a year. But stripping out food and energy, PPI was inline with estimates. Meanwhile, weekly jobless claims in the past week rose 35,000 to 445,000 — higher than the 415,000 level expected by economists.