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A Pollster’s Prescient Warning to the Left

October 15, 2017 by Jeff Carlson, CFA

I came across a highly insightful article describing how the polls are still wrong on President Trump.

I admit, there have been many articles with similar takes in the past. Failure on the part of pollsters was a primary story the day after the historic 2016 election.

What made this one stand apart was its author, Mark Penn.

Mark Penn is co-director of the Harvard-Harris Poll and was a pollster for Bill Clinton during six years of his presidency.

He is a registered Democrat.Continue Reading

Climate Scientists Admit the Models Are Wrong

October 12, 2017 by Jeff Carlson, CFA

A new study was published in the journal Nature Geoscience. It has been causing a bit of a stir – along with some real consternation – amongst the Climate Change crowd.

All the more so since the study was done by a group of well-known scientists who are not Global Warming Skeptics. Indeed, they have all been firmly entrenched within the Anthropogenic (man-made) Global Warming camp.

These are the actual scientists who have been responsible for determining and producing the United Nations’ Intergovernmental Panel on Climate Change (IPCC)’s Carbon Budget.

And they are finally admitting they were wrong…Continue Reading

Hollywood’s Open Secrets – Winter is Coming

October 10, 2017 by Jeff Carlson, CFA

I cannot think of two groups less qualified to pontificate on…well…anything… than professional athletes and Hollywood actors.

Yet it seems we are routinely preached at – vociferously – by these very two groups.

On Morals, Social Justice Causes and Politics – especially Politics.

Which makes the Harvey Weinstein sexual harassment – and now rape – allegations all the more tragically comic.Continue Reading

President Trump’s Sweeping Immigration Reform

October 9, 2017 by Jeff Carlson, CFA

On Sunday, President Trump sent a letter to Congress detailing his Immigration Principles and Policies.

For any who were concerned that President Trump might have aligned himself with Schumer, Pelosi and the Democrats on Immigration, that fear should be completely removed.

I had earlier said as much in DACA Hysteria & Trump’s Negotiating Leverage.

Now you no longer need to believe me. You can see for yourself.

The Principles are quite detailed and should satisfy most Immigration Hawks.Continue Reading

Tragedy, Politics & Gun Control

October 3, 2017 by Jeff Carlson, CFA

You never let a serious crisis go to waste. And what I mean by that it’s an opportunity to do things you think you could not do before – Rahm Emanuel

It only took a matter of hours – after the worse mass shooting in our nation’s history – for the Left’s politicization of the tragedy to begin. Hysterical clamoring for Gun Control coupled with blame for the NRA was sadly predictable – and seemed to take precedent over the horrors of the actual event. Outrage over the issue of silencers was a bit more unusual – but politically timely due to a bill before Congress.Continue Reading

President Trump’s Corporate Tax Proposal

September 29, 2017 by Jeff Carlson, CFA

The United States’ 39% marginal corporate tax rate (35% federal and 4% average state and local) is the third highest in the world. It is the highest of the 34 industrialized nation members of the OECD – and it compares poorly with Europe’s average tax rate of 24%.

Because of loopholes, deductions, loss carry-forwards, etc., few, if any, companies pay the full 39% rate. Nevertheless, our statutory rate is higher than almost anywhere in the world.

President Trump has proposed lowering the Corporate Tax Rate from 35% to 20%. That’s a good idea – but it doesn’t go far enough. The Corporate Tax Rate should really be lowered to zero.

If this sounds a bit off, stay with me – I promise it will make more sense.Continue Reading

Doubling Down on Stupid

September 27, 2017 by Jeff Carlson, CFA

Democrats, in a collective attempt at self-immolation, have decided to pursue the National Anthem Protest narrative through a prism of Racism and White Supremacy.

This is mind-numbingly dumb.

Liberals and Progressives are showing the entire nation – in simple, concrete terms – how culturally disconnected the Democratic Party has become from the rest of the country.

And they’re doing it as often as 16 times a week.Continue Reading

Disrespect for a Nation – The NFL’s Epic Fail

September 25, 2017 by Jeff Carlson, CFA

The NFL has experienced a number of particularly bad – and self-inflicted – years when it comes to Public Relations.

This time, the NFL, Commissioner Goodell and Company have outdone themselves.

Sunday was a fiasco.

President Trump brought an issue that’s been irking many a NFL fan to a head with remarks during a speech followed by these tweets:Continue Reading

The Significance of el-Sisi

September 22, 2017 by Jeff Carlson, CFA

Yesterday, I wrote about the speech given by Iran’s President, Hassan Rowhani.

As I noted, Rowhani’s speech was eloquent, filled with noble overtones.

It was also comprised almost entirely of lies.

Iran represents much of what’s wrong with the Middle East.

But things are rapidly changing.Continue Reading

The Iranian President’s UN Speech of Lies

September 21, 2017 by Jeff Carlson, CFA

Iran was mentioned prominently in President Trump’s first speech to the UN General Assembly.

The Iranian government masks a corrupt dictatorship behind the false guise of a democracy. It has turned a wealthy country, with a rich history and culture, into an economically depleted rogue state whose chief exports are violence, bloodshed, and chaos.

The Iran deal was one of the worst and most one-sided transactions the United States has ever entered into. Frankly, that deal is an embarrassment to the United States.

The following day, Iran’s President, Hassan Rowhani (also spelled Rouhani), gave his own speech – a rebuttal if you will – to the UN General Assembly.

Rowhani’s speech was eloquent, filled with noble overtones.

It was also comprised almost entirely of lies.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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