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The Left and the Right – Shoulds and Coulds

January 11, 2017 by Jeff Carlson, CFA

 

Should: used to indicate obligation, duty, or correctness, typically when criticizing someone’s actions

Could: used to indicate possibility, used in making polite requests

During this election process I’ve had numerous political discussions with people from varying backgrounds and from both political parties. And, in doing so, I’ve noticed something. When talking to folks from the Democratic side of the aisle, their discussions typically start with the word “should”. As in we “should” do something about climate change, we “should” help the poor, the rich “should” pay more, the minimum wage “should” be higher, Congress “should” do something. Noble thoughts perhaps, but often misguided and always ignoring the unbreakable Law of Unintended Consequences.Continue Reading

De-Funding the United Nations

January 1, 2017 by Jeff Carlson, CFA

The United Nations (UN) was created in 1945 as a replacement for the ineffectual League of Nations. Membership was originally comprised of 51 nations – today there are 193 member nations. The UN has five primary organizational branches: the General Assembly, the Security Council, the Economic and Social Council, the Secretariat and the International Court of Justice (a sixth branch – the Trusteeship Council – has been inactive since 1994). These five branches comprise the “core” United Nations. The UN also has numerous agencies that are often autonomous or semi-autonomous. These agencies include the World Bank, the World Health Organization (WHO), the Children’s Fund (UNICEF), the World Food Program, the Education, Scientific and Cultural Foundation (UNESCO) and the International Monetary Fund (IMF).Continue Reading

The Death of Discourse or Why Liberals Lost

November 11, 2016 by Jeff Carlson, CFA

 

Have you tried holding a calm, rational discussion with your democratic friends over why you supported Trump?

Impossible.

Have you tried to hold a calm, rational discussion with those same friends over why you opposed Hillary?

Easy.

And somehow, the Democrat Party managed to ignore that simple fact. Lots of voters could not stand Trump. But they would refuse to defend Hillary.

And that’s part of the reason why liberals lost. But it’s not the entire reason.Continue Reading

President Trump (and The Power of the Uncool)

November 9, 2016 by Jeff Carlson, CFA

The uncultured billionaire won the support of the uncultured voter. And became the President of the United States as a result.

Or as Greg Gutfeld said, “The uncool kids just told the cool kids to suck it”.

Think about it this way. This country has millions of folks who get up every day, go to their jobs, coach their kids’ little league teams, have dinner around the living room table – and then sit down in front of the television and find out they are mocked for the very values that guide their daily life.

Since when did it become the norm to look down on folks who work hard, raise their kids and love their family and country? My guess is the nineties…Continue Reading

No News is Bad News

November 4, 2016 by Jeff Carlson, CFA

Try a quick exercise. Go visit CNN. Scroll through the front page – the one that’s advertised as Breaking News and Latest News. Look at the main stories, check out all the stories pinned on the sidebars. See if you find anything – and I mean anything – that looks remotely negative regarding Hillary Clinton.

Now click on the Politics tab. That’s probably where they keep the real stories right? Hmmm. I see a story on why North Carolina is so important. I see a story about three Australians who crossed an ocean to knock on doors for Clinton. But I see nothing – and I mean nothing – regarding Hillary’s email issues, the Clinton Foundation or the FBI investigation of either issue.Continue Reading

Dissembling Hillary

October 31, 2016 by Jeff Carlson, CFA

Investigation: a formal or systematic examination or research, a formal inquiry or systematic study.

Investigations are, by their nature, open-ended.

Investigations do not conclude until a conviction, acquittal or statute of limitations expiration.

Information is gathered in a methodical way and new information is taken in as it becomes available.Continue Reading

Wiki(d) Leaks

October 27, 2016 by Jeff Carlson, CFA

What follows is an attempt to sort through many of the quotes from emails that have been released via Wikileaks. Some have been taken directly from the Wikileaks released emails. Others were simply compiled via the internet. I have attempted to identify the noted source, position and/or title pertaining to each quote. The quotes have been grouped under appropriate topic headings. Obviously, this is far from exhaustive but I feel it does provide a fairly good sampling of the inner thought process of the Clinton Campaign. It should be noted that the Clinton Campaign has not, to my knowledge, confirmed or denied the authenticity of these leaked emails.

Continue Reading

The Numbing of a Nation

October 25, 2016 by Jeff Carlson, CFA

In 1987, Gary Hart, the Democratic presidential candidate was caught having an affair with a woman named Donna Rice. It ended his presidential run.

Ronald Reagan, when informed of the breaking news famously quipped “Boys will be boys. But boys will not be president”.

One can only wonder what President Reagan would make of this election.Continue Reading

Comey’s Crimes

October 24, 2016 by Jeff Carlson, CFA

Virginia Governor and longtime Clinton confidant Terry McAuliffe donated $467,500 to the 2015 Senate campaign of Dr. Jill McCabe. The Virginia Democratic Party (more or less controlled by McAuliffe) donated an additional $207,788 for a grand total of $675,288. This equated to more than a third of Dr. McCabe’s campaign funds. Mr. McAuliffe recruited Dr. McCabe to run in the first place – an election she lost to Republican Dick Black.

Why is this important? Why am I writing about politics on a day when I had told myself I would not do so?

Because Dr. Jill McCabe is married to Andrew McCabe. Andrew McCabe happens to be the Deputy Director of the FBI.Continue Reading

Just Because You’re Paranoid…

October 13, 2016 by Jeff Carlson, CFA

Trump has declared war on the GOP, The Department of Justice and the FBI. It all seems a bit much – over the top, hysterical and shrill. Desperate? Paranoid?

I certainly think it comes across that way and its not the tactics I would advise. But then I would have advised against so very much of what he’s done.

Who goes on a podium and says the Department of Justice and the FBI are corrupt? 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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