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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

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

Mike Shellenberger – A Throwback Democrat Running for California Governor

March 5, 2018 by Jeff Carlson, CFA

I came across this twitter thread by pure chance.

It got my attention:

1. Republicans & @tuckercarlson @FoxNews say Democrats are turning California into a 3rd world country.

As lifelong Democrat & progressive it pains me say this: they’re right.

And I just published a 100-page, data-driven report that proves it:https://t.co/azmb6psRmz https://t.co/dizF3gLoGM

— Mike Shellenberger (@ShellenbergerMD) March 3, 2018

Continue Reading

Why I Support Trump’s Tariff Proposal

March 2, 2018 by Jeff Carlson, CFA

On March 1, 2018, President Trump held a meeting with steel and aluminum executives where he made an announcement:

We’ll be imposing tariffs on steel imports, and tariffs on aluminum imports. We’ll probably have everything completed by next week.Continue Reading

Hard Truths – Gun Control, Leftists & Some Facts

February 22, 2018 by Jeff Carlson, CFA

As a result of the shooting deaths at Stoneman Douglas High School in Parkland, Florida, the debate over gun control has been reignited.

In near-hysterical fashion.

But first, some facts.Continue Reading

A Very Telling Trade Meeting

February 14, 2018 by Jeff Carlson, CFA

The Conservative Treehouse pointed out an unexpectedly televised roundtable with Members of Congress and President Trump’s Cabinet regarding our nation’s Trade Policies.

What transpired was nothing short of astonishing:

Yesterday President Trump invited the media to keep their cameras on during a round-table discussion on trade. He did this for a reason. President Trump wanted the American voters to watch Republican politicians demand that he stop trying to bring manufacturing jobs to the United States.

Which is exactly what the Republican Congressmen did.Continue Reading

Newt Gingrich Explains the “Schumer Shutdown” & the Factional Democrats

January 24, 2018 by Jeff Carlson, CFA

Newt Gingrich explains the magnitude of the Democrats’ loss from the “Schumer Shutdown” in his weekly newsletter.

More importantly, Newt explains the tightrope Schumer will be forced to walk in the Senate, natural opposition he will likely face from House Dems and the increasingly factional nature of the Democratic Party:Continue Reading

An Article Compilation

January 17, 2018 by Jeff Carlson, CFA

This post is the result of requests I’ve received from readers to compile articles by category along with a description of each article.

This should prove helpful to those wanting to look into the unfolding FBI/DOJ/Obama Administration scandal surrounding illegal surveillance and collusion.Continue Reading

2017 – A Presidential Closing

December 19, 2017 by Jeff Carlson, CFA

A funny thing happened on the way to 2018.

People suddenly began to quietly notice what many of us have been discussing for much of 2017.

President Trump has accomplished quite a bit.Continue Reading

Recognition of Jerusalem & a Practical Approach to Peace

December 6, 2017 by Jeff Carlson, CFA

Congress passed the Jerusalem Embassy Act:

Congress makes the following findings:

(1) Each sovereign nation, under international law and custom, may designate its own capital.
(2) Since 1950, the city of Jerusalem has been the capital of the State of Israel.
(3) The city of Jerusalem is the seat of Israel’s President, Parliament, and Supreme Court, and the site of numerous government ministries and social and cultural institutions.
(4) The city of Jerusalem is the spiritual center of Judaism, and is also considered a holy city by the members of other religious faiths.
(5) From 1948–1967, Jerusalem was a divided city and Israeli citizens of all faiths as well as Jewish citizens of all states were denied access to holy sites in the area controlled by Jordan.
(6) In 1967, the city of Jerusalem was reunited during the conflict known as the Six Day War.
(7) Since 1967, Jerusalem has been a united city administered by Israel, and persons of all religious faiths have been guaranteed full access to holy sites within the city.
(8) This year marks the 28th consecutive year that Jerusalem has been administered as a unified city in which the rights of all faiths have been respected and protected.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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