themarketswork

a common sense approach to a liberal world

  • Home
  • Blog
  • Browse
    • Spygate: The Inside Story Behind the Alleged Plot to Take Down Trump
    • Spygate: The True Story of Collusion
    • A Listing of Participants
    • A Surveillance Timeline
    • House Intelligence Committee Links
    • FISA Abuse & Rogers’ Review
    • Article Guide – Description & Links
    • Media Collusion – Article Sequence
    • Illegal Surveillance of Trump/Russia
    • Hillary & Bill Clinton
    • Obama
    • Constitution, Judical & Supreme Court
    • Economic
    • Govt Policy & Regulation
    • Climate Change
    • Foreign Policy & International
    • Globalism
    • President Trump
    • The Left & MSM
    • Conservative Issues
  • Contact
  • Truth Over News

Tariffs, Trade Negotiations & Better Trade Policies

August 5, 2018 by Jeff Carlson, CFA

Those who’ve followed me for a bit or are readers of my blog are probably aware I’m fully in favor of free trade. I’m also in favor of President Trump’s use of tariffs as a negotiating tool.Continue Reading

Tariffs, Trade Deficits & Under-Employment

July 25, 2018 by Jeff Carlson, CFA

Yesterday I did a twitter thread on the President’s use of tariffs and then dove a bit further into trade balances and under-employment.

I am not in favor of tariffs as an economic policy. But I am in favor of the manner in which President Trump is currently using them.Continue Reading

President Trump – A Great CNBC Interview

July 21, 2018 by Jeff Carlson, CFA

President Trump did an Interview with CNBC’s Joe Kernen on Thursday July 19, 2018.

Full Credit to the Conservative Treehouse for pointing this GREAT interview out.Continue Reading

President Trump, the NATO Summit & Some Hard Facts

July 11, 2018 by Jeff Carlson, CFA

You’re not dealing with Russia. You’re making Russia richer. – President Donald J. Trump

President Trump attended a meeting with NATO Secretary General Jens Stoltenberg.

It didn’t exactly go as Stoltenberg hoped: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

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

The Shifting Political Sands of Italy

June 3, 2018 by Jeff Carlson, CFA

Many observers have noted that populism is inherent to representative democracy; after all, do populists not juxtapose ‘the pure people’ against ‘the corrupt elite’? – Cas Mudde

On April 25, 2017, I wrote the following words in an article titled The EU’s Two Intractable Issues & Election Anxiety:

Brussels is breathing a sigh of relief. Macron is heavily favored to win the runoff election according to polls.

But Brussels should not feel overly confident with this short-term respite. While Le Pen is likely to lose the runoff election, it’s telling that candidates from the French establishment parties were defeated.

Italy may be the true test for the European Union. Indeed, Italy may be the place where the fate of the European Union is decided.Continue Reading

Economic Power & the Denuclearization of North Korea

March 28, 2018 by Jeff Carlson, CFA

Turns out there really was something to those reports of a mystery North Korean train arriving in China:

The arrival of a North Korean train in the Chinese capital sparked frenzied speculation that Pyongyang had sent a senior figure—perhaps even leader Kim Jong Un —on a mission to strengthen ties with Beijing ahead of a planned summit with U.S. President Donald Trump.Continue Reading

Tariffs as a Tool Towards Broader Free Trade

March 8, 2018 by Jeff Carlson, CFA

President Trump signed Trade Section 232 Proclamations on Steel and Aluminum today.

The signing starts a 15-day countdown before a 25% tariff on imported steel and a 10% tariff on imported aluminum goes into effect.

The Executive Order included a clause granting Canada and Mexico a roughly 30-day grace period to avoid being impacted – but only while NAFTA talks continue.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

Next Page »

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

Copyright © 2025 · Beautiful Pro Theme on Genesis Framework · WordPress · Log in