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The Bruce Ohr & Christopher Steele Conversations

August 12, 2018 by Jeff Carlson, CFA

Bruce Ohr’s relationship with Christopher Steele via texts and emails has been thrust into the spotlight recently. The texts and emails are between Ohr and Steele but involve other parties as well.Continue Reading

Papadopoulos, Mifsud & Manafort Coincidences

August 10, 2018 by Jeff Carlson, CFA

On September 19, 2017, CNN reported that Paul Manafort had been under Title I FISA surveillance since 2014:

A secret order authorized by the court that handles the Foreign Intelligence Surveillance Act (FISA) began after Manafort became the subject of an FBI investigation that began in 2014.Continue Reading

Is Julian Assange – “Our Guy”

August 8, 2018 by Jeff Carlson, CFA

On August 7, 2018, John Solomon of the Hill published an article detailing Bruce Ohr’s ongoing interaction with Steele. The Solomon article referenced documents that had been seen, but initially contained no documents.Continue Reading

Nunes Shines a Spotlight on Bruce Ohr

August 7, 2018 by Jeff Carlson, CFA

Bruce Ohr is going to become more and more important in this investigation. I think people should pay close attention to it. – Devin Nunes

Devin Nunes went on Hannity. It was a short segment. It was also explosive.Continue Reading

Tariffs, Trade Negotiations & Better Trade Policies

August 5, 2018 by Jeff Carlson, CFA

Those who’ve followed me for a bit or are readers of my blog are probably aware I’m fully in favor of free trade. I’m also in favor of President Trump’s use of tariffs as a negotiating tool.Continue Reading

Revisiting the Page FISA Applications & James Wolfe Indictment

August 2, 2018 by Jeff Carlson, CFA

On June 7, 2018, James Wolfe was arrested and charged with one count of lying to the FBI. The Wolfe Indictment was released on the same day.

Note: Wolfe was only charged with lying to the FBI. Wolfe was not charged with leaking any information.Continue Reading

Giuliani, 183 Recordings & the Media

July 30, 2018 by Jeff Carlson, CFA

“These are tapes I want you to read. I want you to hear them. I didn’t think I’d be able to get them out publicly.” – Rudy Giuliani

Rudy Giuliani went on Face the Nation.

He had a few…surprises in store.Continue Reading

Wolfe’s Indictment, Media Leaks & the Page FISA Application

July 28, 2018 by Jeff Carlson, CFA

James Wolfe was arrested on June 6, 2018 for lying to the FBI. The issues go much further and could implicate members of the Senate Select Committee on Intelligence.

Note: Wolfe was charged with lying to the FBI. Wolfe was not charged with leaking any information.

James Wolfe was the Senate Select Committee on Intelligence’s (SSCI) Director of Security from May 1987 to December 2017. Wolfe was responsible for receiving, maintaining, and managing all classified information provided to the SSCI by the Executive Branch of the United States.Continue Reading

Obama, the Iran Nuclear Deal & President Trump

July 26, 2018 by Jeff Carlson, CFA

The other day John Brennan sent a tweet on tariffs (thoughts here) & Iran:Continue Reading

Tariffs, Trade Deficits & Under-Employment

July 25, 2018 by Jeff Carlson, CFA

Yesterday I did a twitter thread on the President’s use of tariffs and then dove a bit further into trade balances and under-employment.

I am not in favor of tariffs as an economic policy. But I am in favor of the manner in which President Trump is currently using them.Continue Reading

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Jeff Carlson is a CFA® charterholder.

He worked for 20 years as an analyst and portfolio manager in the High Yield Bond Market. He holds degrees in finance and economics.

He can be found on X (Twitter) at @themarketswork or on Substack at Truth Over News

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