The market was less than kind to health insurers today after a Congressional Budget Office analysis painted a rosy picture of the pending health-care legislation.

Health-insurance investors should not lose heart, however, because the CBO study has a significant flaw: It assumes that Medicare will cut doctors’ fees -25% next year. Continue reading this article…

As the world trained its eyes on Copenhagen last Friday to learn the location of the 2016 Olympic Games, I sat in a bar in Washington with an old friend.

We were waiting for the results of a different contest altogether.

The race we were interested in has far larger economic ramifications than the Olympics and every bit of the games’ intense competitive spirit. Continue reading this article…

A small company is on the receiving end of $249 million from the U.S. government. And it’s about to go public.

The IPO takes place Thursday, September 24th.

IPOs like this are rare, but they’re rewarding. Especially when they’re backed by the most powerful financial force on the planet: Uncle Sam.

On May 13, 2009, the last time I recommended a government-driven IPO, the shares shot up +20.3%. This stock could do better. Here’s why… Continue reading this article…

In what the U.S. Department of Energy says is a “major milestone in the effort to spur private sector investments in clean energy and create new jobs for America’s workers,” the Department of Energy and the Treasury today gave $502 million to “green” energy companies in place of tax credits.
Continue reading this article…