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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

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

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

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

Oreskes’ Exxon Study, CAI & Five Years of Coordinated Climate Deception

August 27, 2017 by Jeff Carlson, CFA

We redistribute de facto the world’s wealth by climate policy – Ottmar Edenhofer, then co-chairman of Working Group III of the U.N.’s Intergovernmental Panel on Climate Change

Naomi Oreskes recently completed a study, Assessing ExxonMobil’s Climate Change Communications. The study concludes with the following statement:

Available documents show a discrepancy between what ExxonMobil’s scientists and executives discussed about climate change privately and in academic circles and what it presented to the general public.

Several recent articles appeared in the LA Times, the Washington Post and the New York Times regarding the study and its conclusions.

I recognized Oreskes name so with some prodding, I decided to take a closer look.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

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

The Frankfurt School, Twitter & False Claims of Anti-Semitism

July 10, 2017 by Jeff Carlson, CFA

The greatest trick the Devil ever pulled was convincing the world he didn’t exist – Keyser Soze – (paraphrasing Charles Baudelaire)

An interesting series of events transpired over the last several days.

Australian journalist Chris Uhlmann delivered a critical on-air opinion of President Trump at the G-20 Summit on July 8. You can watch the 2 minute video here. I do not share Mr. Uhlmann’s views on this particular issue but that’s an entirely separate matter.

Mr. Uhlmann’s video was quickly seized upon by those on the Left and widely disseminated across various social media platforms. Mr. Uhlmann was swiftly and widely championed by the Left – the video held aloft as a shining example of international opinion.

Then this happened:Continue Reading

The Struggle Revealed

June 14, 2017 by Jeff Carlson, CFA

“A Republic, if you can keep it” – Benjamin Franklin

It finally happened.

Townhalls may never be the same.

There were lots of nice words spoken by Senators appearing in bipartisan press conferences. Not so on Twitter.

140 characters do not lend themselves to nuanced discussion.Continue Reading

Free Speech, Acquiescence & Weaponized Compassion

May 22, 2017 by Jeff Carlson, CFA

The other day, David French wrote an article for National Review, in response to twitter outrage over an earlier article he’d written on Chelsea Manning – the trans soldier pardoned by Obama.  French’s refusal to use the pronoun “her” when describing Chelsea Manning – previously Bradley Manning – sparked the outrage. And prompted a twitter response by another journalist, Glenn Greenwald of The Intercept:

“Does @DavidAFrench also bravely walk up to adoptive parents & tell them their kids aren’t *really* their “children”?”

Greenwald’s tweet led to my own, including:

“At the core – two fundamentally opposing views. @DavidAFrench is advocating for free speech. @ggreenwald wants to stifle free speech.”

It also led to my article, An Illustrative Twitter Chat with David & Glenn. The reaction was equally illustrative.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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