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Should Antifa Be Designated a Domestic Terror Group?

June 30, 2019 by Jeff Carlson, CFA

Andy Ngo, a Portland, Oregan, based editor & photo-journalist for Quillette, was assaulted and hospitalized by masked and hooded far-left Antifa extremists on Saturday.

Ngo, who has extensively documented violence by Antifa, had written on Twitter a day earlier that he was nervous about the coming rally, noting that Antifa members had been “promising ‘physical confrontation’ & have singled me out to be assaulted.”

Following the assault, Ngo was hospitalized with multiple contusions, a black eye, and a torn earlobe. He also suffered a brain bleed that required overnight hospitalization. Ngo posted a video of himself moments after the attack, appearing shaken and covered in a white substance. Portland police later said that Antifa was mixing quick-drying cement into milkshakes to be thrown at those they targeted. It is not known if Ngo was hit with one of these mixtures.Continue Reading

The Inconsistencies of Bill Browder & the Magnitsky Act

September 6, 2018 by Jeff Carlson, CFA

The Magnitsky Act, co-sponsored by Senators John McCain and Ben Cardiff, was signed into law by Obama in December 2012. The Act barred Russian officials suspected of human rights abuses from entering the United States, allowed for their U.S. assets to be frozen, and prohibited financial transactions with U.S. financial firms. The Act was expanded in 2016, allowing the U.S. Government to sanction foreign government officials anywhere in the world.

The Magnitsky Act came into being through the actions of Bill Browder, the CEO of Hermitage Capital Management. Hermitage Capital was formed in 1996 for the purpose of investing in Russia. The firm benefited from the wave of privatization that occurred, ultimately becoming one of the largest foreign investors in Russia.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, 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

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

Victor Pinchuk, the Clintons & Endless Connections

March 11, 2018 by Jeff Carlson, CFA

I wrote on the role of Alexandra Chalupa – a Ukrainian-American DNC operative – who appears at the center of the DNC’s construction of information used in the Steele Dossier.

The role of former Assistant Secretary of State Victoria Nuland in disseminating the Dossier – along with her involvement in shaping Ukraine – was also discussed.

The name Victor Pinchuk was mentioned.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

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

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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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