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The Iranian Nuclear Deal Revisited – It’s Even Worse Than We Thought

August 24, 2017 by Jeff Carlson, CFA

“The most important job of our foreign minister is first to stand behind the JCPOA, and not to allow the US and other enemies to succeed,”  – Iran’s President Hassan Rouhan 8-20-17

So spoke Iran’s President in regards to the Joint Comprehensive Plan of Action – also known as the Iranian Nuclear Deal.

Why is it that Iran’s President would feel so strongly about keeping the nuclear deal intact?

On August 22, 2017, Iran’s atomic chief Ali Akbar Salehi shocked the International Community by stating that Iran needs only five days to ramp up its uranium enrichment to 20 percent, a level at which the material could quickly be further enriched for use in a nuclear weapon:Continue Reading

Political Spectrums in a Time of Labels

August 21, 2017 by Jeff Carlson, CFA

The Charlottesville riots resulted in a resurgence of extremist political labels. Suddenly, everyone is being called something – Fascist, Nazis, Communist. Alt-Right or Alt-Left.

Labels are easily applied. They are not so easily removed.

Which is exactly why the Left employs them so readily. Identity politics – pursued through a liberal media.

Equally often, labels are used to hide true political intent.

With this in mind, I thought it worthwhile to take a quick visit into the political spectrum. Most believe they understand their personal ideologies and grasp the ideologies of others, but ideologies are often hidden – disguised in words intended to deceive.

Before we go further, I ask that you at least glance at all four charts. Each has their merits. I strongly favor the last.Continue Reading

Bannon, Democrats & a Recent Poll

August 18, 2017 by Jeff Carlson, CFA

“I built a f***ing machine at Breitbart. And now I’m about to go back, knowing what I know, and we’re about to rev that machine up. And rev it up we will do.” – Steve Bannon

Bannon is out.

This had been forecast for a couple weeks – and became a near certainty given his recent interview with American Prospect.

Reports indicate Bannon submitted his resignation two weeks ago – perhaps after realizing an inevitable ouster was forthcoming.

Democrats should not be cheering the move.

Bannon Unleashed is a formidable force to be reckoned with. He can almost certainly accomplish more outside the White House than from within.Continue Reading

Reframed – Trump’s Press Conference, Antifa & the Left

August 16, 2017 by Jeff Carlson, CFA

Charlottesville was recently the site of great ugliness.

One that hid a larger battle lurking just beneath the surface.

The real battle was not limited to racism – although that element was clearly on display.

The real battle was over Free Speech and our Constitution. Our Institutions and our way of life.

There are many Americans – myself included – who oppose tearing down historical monuments. We support Freedom of Speech and don’t believe in whitewashing the past. We also found the displays of racism, violence and suppression of speech in Charlottesville – from all sides – as completely repugnant. That doesn’t make us Nazis or fascists.

But some would have it seem so.Continue Reading

Unnecessary Ugliness in Charlottesville

August 13, 2017 by Jeff Carlson, CFA

White Supremacists rallying in Charlottesville to oppose a plan to remove a statue of Robert E. Lee.

Groups with well-established histories of violence preparing for the event in advance.

What could possibly go wrong?

Antifa – famous for their riots, attacks and anarchy – made it clear they would be at the rally in force.Continue Reading

Globally Leveraging our Energy Production

August 10, 2017 by Jeff Carlson, CFA

Dr. Sebastian Gorka recently referred to the U.S. as a Hyperpower. He is correct.

But power is not purely military. Power is also economic might and influence.

The two are inexorably linked to the other.

President Trump campaigned on energy independence for the United States. He immediately followed through on those promises by signing the Energy Independence Policy Executive Order, which unleashed a wave of U.S. energy production.Continue Reading

A Memo to Google

August 8, 2017 by Jeff Carlson, CFA

“The conversations that are the most curative are simultaneously the ones that are most difficult and most dangerous.” – Dr. Jordan Peterson

A Google Engineer, 28 year-old James Damore, wrote a memo titled Google’s Ideological Echo Chamber – How Bias Clouds Our Thinking About Diversity and Inclusion. For that act, he was first castigated and then fired. You can find his full, unedited, memo – complete with charts that are conveniently missing from most sources –  here.

Damore’s memo contained three primary contentions:Continue Reading

An Interesting Interview with Rod Rosenstein

August 7, 2017 by Jeff Carlson, CFA

Deputy Attorney General Rod Rosenstein gave an interview to Chris Wallace on August 6, 2017. The interview contained some very interesting comments on the DOJ’s investigations into leaking. Even more interesting were comments made regarding the Mueller Investigation. The full video is below:

Continue Reading

Trump, McMaster & Trust

August 5, 2017 by Jeff Carlson, CFA

Over the past several days, there has been a suspicious buildup of voices calling for the firing of National Security Advisor Lt. Gen H.R. McMaster. It started on Twitter and quickly spilled into the MSM. It’s not the first time this has happened. There was a big push for McMaster’s ouster back in May 2017, as well.

The accusations leveled at McMaster are many, but they generally boil down to this. He’s a Globalist, anti-Israel – and opposes many of President Trump’s policies.

He’s been accused of firing behind-the-scenes Trump loyalists, particularly Ezra Cohen-Watnick, the senior director for intelligence on the National Security Council – a man about which very little is actually known.

That McMaster has fired these people is fact. The loyalties and motives of those fired is not.Continue Reading

Hillary Clinton, Judicial Watch & A Job for Jeff Sessions

August 3, 2017 by Jeff Carlson, CFA

Tom Fitton and Judicial Watch recently obtained 1,606 pages of documents from the U.S. State Department that showed transmission of classified data by Clinton aides – including Huma Abedin. Many emails showed acts of Clinton Foundation donors requesting – and obtaining – favors. A separate release (discussed further down) pertains to talking points developed by the Justice Department in relation to the Bill Clinton-Loretta Lynch Tarmac Meeting. From Judicial Watch’s Huma Abedin email press release:

The documents were obtained in response to a court order from a May 5, 2015, lawsuit filed against the State Department (Judicial Watch, Inc. v. U.S. Department of State (No. 1:15-cv-00684)) after it failed to respond to a March 18, 2015, Freedom of Information Act (FOIA) request.

Judicial Watch today released 1,606 pages of documents from the U.S. Department of State revealing repeated use of unsecured communications for classified information and numerous examples of Clinton Foundation donors receiving special favors from former Secretary of State Hillary Clinton’s staff.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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