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President Trump’s Courageous Speech – Hard Truths at the UN

September 19, 2017 by Jeff Carlson, CFA

“There can be no substitute for strong, sovereign, and independent nations, nations that are rooted in the histories and invested in their destiny, nations that seek allies to befriend, not enemies to conquer, and most important of all, nations that are home to patriots.” – President Donald J. Trump

“Wherever true socialism or communism has been adopted, it has delivered anguish and devastation and failure.” – President Donald J. Trump

President Trump addressed the United Nations General Assembly for the first time today.

President Trump was clear, direct and forthright.

Sovereignty was the underlying and continuing theme.

It was a speech the UN members needed to hear – containing truths that needed to be told.

It might have been President Trump’s best speech to date.Continue Reading

A Speech in Berkeley – Ben Shapiro, Facists & Some Hard Truths

September 16, 2017 by Jeff Carlson, CFA

An Alt-Right White Supremacist came to Berkeley seeking chaos and upheaval.

At least according to Leftists – and U.C. Berkeley’s Administration.

In other words, Ben Shapiro, a conservative, came to Berkeley to deliver a speech.

Berkeley’s Executive Vice-Chancellor and Provost, Paul Alivisatos, was so concerned he felt compelled to send out a letter several days prior to Shapiro’s speech. He offered counseling services for those affected:Continue Reading

DACA Hysteria & Trump’s Negotiating Leverage

September 14, 2017 by Jeff Carlson, CFA

Last night, Nancy Pelosi and Chuck Schumer had dinner with President Trump. After the meeting, this was tweeted out…Continue Reading

A Deal with Dems & A Welcome Blow to RINO’s

September 8, 2017 by Jeff Carlson, CFA

Many Republican voters, true conservatives at heart, have become utterly disenchanted with the GOP and its leadership.

Tired of RINOs (Republicans In Name Only) and NeoCons (Liberal Republicans who favor intervention in other countries) and all their ilk.

Tired of “leaders” like Paul Ryan and Mitch McConnell.

Tired of Fredocons.

“Fredo, I knew it was you”.

Tired.

So is President Trump.

What good is having a Republican majority in the House and Senate if you don’t use it?Continue Reading

Death of DACA – Rule of Law, Midterm Elections & the RAISE Act

September 5, 2017 by Jeff Carlson, CFA

“In ordering this blanket exception, President Obama was nullifying part of a law that he simply disagreed with.….If a president can claim sweeping discretion to suspend key federal laws, the entire legislative process becomes little more than a pretense…The circumvention of the legislative process not only undermines the authority of this branch but destabilizes the tripartite system as a whole.” – George Washington University Law School Professor Jonathan Turley

“The executive branch, through DACA, deliberately sought to achieve what the legislative branch specifically refused to authorize on multiple occasions. Such an open-ended circumvention of immigration laws was an unconstitutional exercise of authority by the Executive Branch.” – Attorney General Jeff Sessions

Attorney General Jeff Sessions formally announced the decision to rescind Obama’s Deferred Action for Childhood Arrivals program, or DACA on September 5, 2017: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

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

A Corporate Takeover – Seeing Politics As Business

July 26, 2017 by Jeff Carlson, CFA

“At the center of this movement is a crucial conviction, that a nation exists to serve its citizens.” – President Donald J. Trump

What do all these members of President Trump’s Administration have in common? Hint, the answer is not Goldman Sachs…

Steve Mnuchin – Treasury Secretary – Investment Banker, member of Management Committee and CIO at Goldman Sachs, hedge fund manager, purchased and salvaged IndyMac

Wilbur Ross – Commerce Secretary – Billionaire private equity investor, Leveraged Buyout (LBO), bankruptcy and restructuring expert

Gary Cohn – Chief Economic Advisor and Director of the National Economic Council – Investment Banker, President and COO at Goldman Sachs

Dina Powell – Deputy National Security Advisor for Strategy – Managing Director and Partner at Goldman Sachs

Carl Icahn – Regulatory Overhaul Advisor – Billionaire investor, Leveraged Buyout (LBO), bankruptcy and restructuring expertContinue 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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