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A Letter from Devin Nunes – 17 Recognizable Names Referred for Open Interviews

June 29, 2018 by Jeff Carlson, CFA

A quick update. Devin Nunes has sent a letter to Chairman Gowdy and Chairman Goodlatte.

In it, Nunes refers 17 highly recognizable names to the joint task force of the Committees on Oversight & Government Reform and the Judiciary for interviews.Continue Reading

Rosenstein’s Telling House Testimony

June 28, 2018 by Jeff Carlson, CFA

Deputy AG Rod Rosenstein & FBI Director Chris Wray testified before the House Judiciary Committee today. It proved interesting. Very interesting. And informative.

Note: For an elaboration on the Gaetz/Rosenstein exchange see:

The Full Significance of Rosenstein’s Statement

Continue Reading

(Still Not) Tired of Winning

June 27, 2018 by Jeff Carlson, CFA

Given events of the past two days, this tweet by @almostjingo sums things up rather nicely:Continue Reading

The Supreme Court’s Travel Ban Ruling & Justice Thomas on Nationwide Injunctions

June 27, 2018 by Jeff Carlson, CFA

Yesterday, the Supreme Court upheld President Trump’s Travel Restrictions in a 5-4 Ruling on Trump v. Hawaii.Continue Reading

Goodlatte’s Request No. 9 & the FBI’s Response

June 24, 2018 by Jeff Carlson, CFA

On March 23, 2018 I wrote about a letter – and a subpoena – sent by Bob Goodlatte to Deputy AG Rod Rosenstein.

You can find his press release here. A pdf of his letter and subpoena here.Continue Reading

Mulvaney’s Plans for Government Reform

June 23, 2018 by Jeff Carlson, CFA

“It’s been almost a hundred years since anybody’s really reorganized the government…We are still dealing with a Government from the early 20th Century.” – Mick Mulvaney

OMB Director Mick Mulvaney is one of my favorites within the Trump Administration. He brings a common sense approach to issues.Continue Reading

Bombshell Moments from Day Two of the Inspector General’s Testimony

June 20, 2018 by Jeff Carlson, CFA

Day Two of the Inspector General’s Testimony proved far more crucial than Day One. Many new details were revealed.

The following are testimony highlights (tweet source links below):Continue Reading

Four Moments from Day One of the Inspector General’s Testimony

June 19, 2018 by Jeff Carlson, CFA

My apologies for the lack of recent posts. We are in the midst of a meaningful extended family event that has been planned for well over a year. Family remains more important than politics.

Inspector General Horowitz testified before the Senate Judiciary Committee yesterday. His Opening Statement can be found here.Continue Reading

The Inspector General’s Report

June 14, 2018 by Jeff Carlson, CFA

Here is the Inspector General’s long-awaited Report:Continue Reading

Trade Deficits, Foreign Investment, Under-Employment & Trump

June 13, 2018 by Jeff Carlson, CFA

If a country is buying more goods and services from the rest of the world than it is selling, the country must also be selling more assets to the rest of the world than it is buying. – Douglas Irwin

While awaiting the Inspector General’s Report, I came across an interesting exchange regarding trade and foreign investment.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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