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President Trump’s Sweeping Immigration Reform

October 9, 2017 by Jeff Carlson, CFA

On Sunday, President Trump sent a letter to Congress detailing his Immigration Principles and Policies.

For any who were concerned that President Trump might have aligned himself with Schumer, Pelosi and the Democrats on Immigration, that fear should be completely removed.

I had earlier said as much in DACA Hysteria & Trump’s Negotiating Leverage.

Now you no longer need to believe me. You can see for yourself.

The Principles are quite detailed and should satisfy most Immigration Hawks.Continue Reading

President Trump’s Corporate Tax Proposal

September 29, 2017 by Jeff Carlson, CFA

The United States’ 39% marginal corporate tax rate (35% federal and 4% average state and local) is the third highest in the world. It is the highest of the 34 industrialized nation members of the OECD – and it compares poorly with Europe’s average tax rate of 24%.

Because of loopholes, deductions, loss carry-forwards, etc., few, if any, companies pay the full 39% rate. Nevertheless, our statutory rate is higher than almost anywhere in the world.

President Trump has proposed lowering the Corporate Tax Rate from 35% to 20%. That’s a good idea – but it doesn’t go far enough. The Corporate Tax Rate should really be lowered to zero.

If this sounds a bit off, stay with me – I promise it will make more sense.Continue Reading

Doubling Down on Stupid

September 27, 2017 by Jeff Carlson, CFA

Democrats, in a collective attempt at self-immolation, have decided to pursue the National Anthem Protest narrative through a prism of Racism and White Supremacy.

This is mind-numbingly dumb.

Liberals and Progressives are showing the entire nation – in simple, concrete terms – how culturally disconnected the Democratic Party has become from the rest of the country.

And they’re doing it as often as 16 times a week.Continue Reading

Disrespect for a Nation – The NFL’s Epic Fail

September 25, 2017 by Jeff Carlson, CFA

The NFL has experienced a number of particularly bad – and self-inflicted – years when it comes to Public Relations.

This time, the NFL, Commissioner Goodell and Company have outdone themselves.

Sunday was a fiasco.

President Trump brought an issue that’s been irking many a NFL fan to a head with remarks during a speech followed by these tweets:Continue Reading

The Significance of el-Sisi

September 22, 2017 by Jeff Carlson, CFA

Yesterday, I wrote about the speech given by Iran’s President, Hassan Rowhani.

As I noted, Rowhani’s speech was eloquent, filled with noble overtones.

It was also comprised almost entirely of lies.

Iran represents much of what’s wrong with the Middle East.

But things are rapidly changing.Continue Reading

The Iranian President’s UN Speech of Lies

September 21, 2017 by Jeff Carlson, CFA

Iran was mentioned prominently in President Trump’s first speech to the UN General Assembly.

The Iranian government masks a corrupt dictatorship behind the false guise of a democracy. It has turned a wealthy country, with a rich history and culture, into an economically depleted rogue state whose chief exports are violence, bloodshed, and chaos.

The Iran deal was one of the worst and most one-sided transactions the United States has ever entered into. Frankly, that deal is an embarrassment to the United States.

The following day, Iran’s President, Hassan Rowhani (also spelled Rouhani), gave his own speech – a rebuttal if you will – to the UN General Assembly.

Rowhani’s speech was eloquent, filled with noble overtones.

It was also comprised almost entirely of lies.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

Trump, MSM Denial & An Impressive Poll of Conservative Seniors

September 12, 2017 by Jeff Carlson, CFA

A Survey Monkey Poll of 65,000 senior citizens was published on September 8, 2017. The survey was done for the Association of Mature American Citizens (AMAC).

AMAC is a conservative alternative to AARP – and has over 1 million active members:

AMAC is focused squarely on protecting the interests of America’s seniors. We offer an alternative perspective on how to best solve the problems faced by seniors today, and we’re on your side when it comes to fighting runaway taxes, excessive government involvement in our day-to-day lives, and the erosion of accountability at all levels of government.

We offer a variety of consumer benefits for our members including travel discounts, competitively priced insurance products, Roadside Assistance, retail and restaurant discounts, and a host of other benefits and savings opportunities in between.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

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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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