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Devin Nunes – A Look of Shock

May 24, 2018 by Jeff Carlson, CFA

As the first of two historic meetings begin today, I thought it worthwhile to revisit the most public revealing of this sordid affair.

On March 22, 2017, after learning of Trump Transition surveillance, Devin Nunes gave an impromptu press conference followed by a more formal press conference  (transcripts here).

Like many, I will not soon forget the look of pure shock on Nunes’ face.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

Bolton’s Appointment Signals Preparation for Iran

March 23, 2018 by Jeff Carlson, CFA

President Trump has replaced National Security Advisor General H.R. McMaster with Ambassador John Bolton effective April 9, 2018.Continue Reading

An Expected Announcement – Tillerson Out. Pompeo In.

March 13, 2018 by Jeff Carlson, CFA

President Trump officially fired Secretary of State Rex Tillerson on Tuesday, March 13, 2018.

Tillerson was privately told of the firing on Friday, March 9, 2018:

A senior White House official said Trump asked Tillerson to step down on Friday but did not want to make it public while he was on a trip to Africa.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

A Stunning State of the Union

January 31, 2018 by Jeff Carlson, CFA

President Trump delivered his first State of the Union last night.

It went…well.

I felt inspired, grateful – and proud of our President.

I wasn’t alone.Continue Reading

President Trump’s State of the Union – Transcript & Video

January 31, 2018 by Jeff Carlson, CFA

Full Video:

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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