In what we believe to honestly be the first piece of good news since Obama proposed healthcare reform, fiscally conservative Democrats have reached a compromise with the rest of the party. For clarification: this will not bring any bill to vote on the House floor before the August recess. But it does have important implications [...]

According to an article in Salon, appropriately titled “The Blue Dogs flunk obedience school,” Baucus and his coalition of conservative Democrats are meeting in secret with modereate Republicans to draft their own bipartisan healthcare bill. This leaves Obama’s hope of passing something before the August recess extremely unlikely, as it will be literally impossible to [...]

Healthcare reform on Capitol Hill is all about spending control at this point. The fiscal conservatives – most importantly the blue dog Democrats – are reluctant to support a bill that would seriously increase our future deficits. As observed by an article on Slate, the House bill that has already passed three congressional committees can [...]

The CBO’s most recent report on the projected cost of healthcare report dealt a death blow to Democrats in congress. According to a Washington Post article: Though President Obama and Democratic leaders have repeatedly pledged to alter the soaring trajectory — or cost curve — of federal health spending, the proposals so far would not [...]

Our legislators are busy fleshing out the details of healthcare reform, which is erupting into a progressively messier battle by the minute. Obama is set to come out and urge the process forward today, but we still are unlikely to see substantive legislation until the fall. Frankly, the president is having a tough time selling [...]

Today we came across an article by Tom Konrad of Seeking Alpha with an Obama stock portfolio of his own. He selected the alternative energy sector, and his portfolio is seriously outperforming the rest of the market (as are our own). His portfolio works on the same premise that we do on a daily basis. [...]

Last night on Mad Money, Jim Cramer suggested that there was a unique niche for investors looking to profit from the Obama administration. The cap and trade legislation being pushed through the Senate is good news for Baldor Electric (BEZ), said Cramer. This producer of high efficiency electric motors is the perfect way to offset [...]

Properly allocating the stimulus money would take time, which is something we’ve all become aware of as our unemployment rate continues to grow. According to BusinessWeek: …some spending was intentionally spread out over several years, and other projects are fundamentally more long-term in nature. “There are real constraints—physical, legal, and then just the process of [...]

Things are getting a little slow around now, with most of Obama’s prominent ideas slogging their way through the legislative branch. The senate has yet to vote on the alternative energy bill we covered extensively last week. But this week, we received some good news on the progress of serious healthcare reform. The Senate committee [...]