President Obama's troop "surge" in Afghanistan guarantees that military contractors will party up a storm in the short-run.  KCI's own Gregg Early, defense industry expert, helps Jim understand which military contractors are likely to benefit most. Read More

Massey Energy's safety record in its coal mines has been abysmal. While the West Virginia mine explosion this past Monday is a human tragedy of the highest order, it is only the latest of many accidents caused by CEO Don Blankenship's maniacal pursuit of profit at all costs. Read More

Denny's breakfast business is in decline but its stock price is up big this year. What gives? Proxy fight! Read More

The housing market for existing homes looks terrible right now with foreclosures as far as the eye can see. But Lennar's recent first-quarter earnings report reveals incipient strength in new home construction. Read More

Investment bankers were at the heart of the 2008 financial crisis and exhibit personality traits similar to psychopaths. Jim may be a free-market advocate, but even he thinks these greedy guys need to be regulated. Read More

The healthcare reform legislation is now the law of the land. But it was sold to the public under false pretenses and could be repealed soon. Learn why the legislation isn't real reform and is likely to cost much more than promised. Read More

Canadian banks emerged from the global financial crisis relatively unscathed, resulting in significant outperformance over U.S. banks. Some smart investors think U.S. banks may finally be ready to have their day in the sun. Read More

A recent SEC filing reveals that a well-known money manager is buying an obscure restaurant company. Why? Read on for the fascinating story of Sardar Biglari, a 32-year-old Texan who wants to become the next Warren Buffett. Read More

Cotton remains the cheapest commodity on the board, relatively speaking. December cotton hit contract lows last week--much to my surprise, because December cotton is “new crop,” not even planted yet. Read More

Sometimes, something just doesn't "feel right." When I get that feeling, I find it's best to step to the sidelines, at least temporarily. Read More