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Leakers, MSM Hysteria & Trump’s Middle East Mission

May 16, 2017 by Jeff Carlson, CFA

President Trump is headed to the Middle East for a historic trip – in its scope one never undertaken by any other national leader. President Trump will head first to Saudi Arabia where he will meet with King Salman who has reportedly assembled a greeting committee of more than 20 heads of state. Following Saudi Arabia, President Trump will continue on to Israel to meet with officials including Prime Minister Benjamin Netanyahu – and also a visit into Bethlehem where he will meet with Palestinian leader Mahmoud Abbas. From there he will continue on to Rome for a meeting with Pope Francis. The trip wraps up with a visit to Brussels for a meeting with NATO leaders and finally to Sicily for the G7 Summit.

This will not be the first series of meetings President Trump will have with Middle East leaders. Rather, they are a continuation in a series of strategic meetings. In early April, I wrote about President Trump’s ongoing meetings with Middle East leaders in Trump’s Strategic Syrian Strike:Continue Reading

The Injustices of Obama’s Department of Justice

May 13, 2017 by Jeff Carlson, CFA

The Department of Justice (DOJ) is comprised of 60 Agencies. The organizational view is presented here. There are 93 U.S District Attorneys and 94 Districts (Guam and the Northern Mariana Islands share a District Attorney). The DOJ employs approximately 115,000 individuals with about 35,000 of these contained within the Federal Bureau of Investigations (FBI). In 2015, the DOJ had an operating budget of $31 billion.

And the DOJ is a swamp.

Under Obama, the DOJ was fundamentally pushed to the left by Attorney General Eric Holder and then by his successor, Loretta Lynch. Sally Yates rounded out the Obama appointed DOJ leadership with her famously short stint before being fired by President Trump.

J. Christian Adams—who served in the Department of Justice under President George W. Bush – points to the DOJ’s notoriously left-leaning  Civil Rights Division, saying that “it touches more parts of American’s lives than any federal agency and impacts issues like police, voting, schools, transgender, hiring practices, education. It’s not just voting rights, it’s everything.”Continue Reading

Lies, Damn Lies & the Media (and Comey)

May 12, 2017 by Jeff Carlson, CFA

The New York Times, in offering an explanation into why President Trump fired FBI Director James Comey, ran an article stating that in the days prior to his firing, Director Comey had requested additional resources for the Russia Inquiry. According to the Times, the appeal was made to Assistant Deputy Attorney General Rod Rosenstein. Rosenstein is the man who sent the recommendation letter to fire Comey. The Times cited four anonymous congressional staffers.

The Washington Post later reported that Rosenstein threatened to resign over Comey’s firing – citing a “person close to the White House”.

Two breathless articles full of conspiratorial accusations providing true fodder for the “Russian Connection” and the “crimes” of President Trump…

Except they are both totally inaccurate. Fake News.Continue Reading

Russia’s Strategic Interest in Syria

April 12, 2017 by Jeff Carlson, CFA

“One of the most important tasks is to broaden the energy supply … Energy determines today international security and social as well as economic development in many respects. In reality the well-being of millions of people is directly dependent in energy security.” – Vladimir Putin

“Qatar would like to see WJC (Bill Clinton) “for five minutes” in NYC, to present $1 million check that Qatar promised for WJC’s birthday in 2011.” – Amitabh Desai (Dir Foreign Policy – Clinton Foundation)

Russia has long supported Syria and the Assad regime – and has assisted Assad politically, financially and with military aid since the beginning of the Syrian conflict. On September 30, 2015, Russia officially joined the fight in Syria with a series of airstrikes. Prior to direct Russian intervention it had appeared the Assad regime would collapse. Fast-forward to the present. The rebel forces have lost and pro-Assad forces now control most major cities. ISIS remains in the less populated Syrian northeast.

So, why is Russia involved with Syria?Continue Reading

The Suspicious Timing of Obama’s NSA Data-Sharing Order

April 4, 2017 by Jeff Carlson, CFA

On January 3, 2017, Section 2.3 of Executive Order 12333 – Procedures for the Availability or Dissemination of Raw Signals Intelligence Information by the NSA – was signed into effect. According to the New York Times:

“The new rules significantly relax longstanding limits on what the N.S.A. may do with the information gathered by its most powerful surveillance operations, which are largely unregulated by American wiretapping laws. These include collecting satellite transmissions, phone calls and emails that cross network switches abroad, and messages between people abroad that cross domestic network switches.”

Like many, I wondered at the timing of the order and possible ulterior motives on the part of the Obama White House. Why the pressing need to rush this order during the final days of his office? An order which allowed for significant expansion in the sharing of raw intelligence amongst agencies. Was it to enable dissemination of information gathered by those in the Obama Administration amongst intelligence agencies? But if so, why was the order not put into place earlier? Why just weeks before Trump officially assumed the Presidency?

In some ways, what I found particularly curious about this significant order is that it was so overdue.Continue Reading

Devin Nunes, Classified Intelligence & Schiff’s Political Pretense

April 2, 2017 by Jeff Carlson, CFA

You have to hand it to him. Adam Schiff has done a pretty good job of using outright, bald faced deception to make it sound like Devin Nunes has done something wrong – and that President Trump is therefore also guilty. But it’s starting to unravel.

Devin Nunes handled the whole info thing somewhat clumsily from a public perspective but he may well have had little choice.

Before you proceed further you may wish to revisit two earlier pieces; Wiretaps, Russians & the New York Times, and The Left’s Russian Hypocrisy.

Let’s start at the beginning.

Devin Nunes and Adam Schiff are both members of the Gang of Eight. The Gang of Eight is made up of the leaders of the Republican and Democratic parties from both the House and Senate, along with head members of House and Senate Intelligence Committees. Specifically, House and Senate members holding the following positions are automatically members of the Gang of Eight:Continue Reading

Wiretaps, Russians & the New York Times

March 9, 2017 by Jeff Carlson, CFA

A Paranoid is someone who has all the facts – William Burroughs

When the election ended the Left’s claims grew louder.

The Russians hacked the election.

Except they didn’t.

When Donald trump assumed the Presidency, the Left’s claims grew deafening.

President Trump colluded with the Russians.

Except he didn’t.

It all seems a bit unreal.

The truth might be even crazier.Continue Reading

The Left’s Russian Hypocrisy

March 4, 2017 by Jeff Carlson, CFA

The current uproar over Russian influence in the election process has reached a crescendo with the furor over Jeff Sessions’ testimony. Which is odd, given the Left’s silence on so many similar – and larger – issues.

Attorney General Jeff Session has been accused by Democrats of lying under oath and perjury. Here is the pertinent portion of the transcript containing the question posed by Franken and the answer by Sessions.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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