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    The Schaftlein Report

    The Schaftlein Report is hosted by Mark Schaftlein, who runs the Private Equity Investment firm Capital Consulting Inc. which is based in Delray Beach, Florida and serves as CEO of Conservative Broadcast Media & Journalism (CBMJ). Mr. Schaftlein is a world-renowned conservative political commentator who seeks to address factual political news without the left-wing bias of the mainstream media.
    enMark Schaftlein364 Episodes

    Episodes (364)

    Schaftlein Report | Hosted by Carnivore Trading CEO, Dutch Masters

    Schaftlein Report | Hosted by Carnivore Trading CEO, Dutch Masters
    • Ukraine
    • GOP - 100 Million Flowed Through the Biden Family
    • John Carrey and Climate Change
    • Weight Loss Stocks - Novo Nordisk
    • Retail Sales - Soft Today
    • Proprietary Systems for Carnivore Trading
    • 4% of Stocks Drive 90% of the Total Weatlth
      • Carnivore Finds the 4%
    • NASDAQ +30% This Year
    • Waiting for DOW, S&P, RUSSELL 2000 to catch up
    • S&p Running Up
    • DOW Booming Today
    • No Red Lights on Stock Market Growth
    • Reading the Tape - Reading the Market
    • 15 Stocks to Look Out For

     

    The Schaftlein Report
    enJuly 18, 2023

    Schaftlein Report | A lot of NATO a bunch of Trump

    Schaftlein Report | A lot of NATO a bunch of Trump

    Ukraine to join NATO “when conditions are met”

    Busy time for NATO as Sweden is now set to become its newest
    member

    Turkey tried to use this to get into the EU, but instead got concessions to start the conversation about it, big win for Turkey.

    Russia is not totally surrounded by NATO minus Belarus and Ukraine in
    Europe

    Excellent trench weapons/moderate surface area weapons

    Trump’s Special Counsel Trial

    Trump’s team seems to be pushing for a post-election trial

    Threads vs Twitter- new challenge to Elon
    Twitter down 5% over the past two days

    The Schaftlein Report
    enJuly 11, 2023

    Schaftlein Report | Affirmative Action Unconstitutional

    Schaftlein Report | Affirmative Action Unconstitutional
    1) No more race dictating college admissions in 6-3 and 6-2 vote in North Carolina and Harvard cases.
    The Court got it right
     
    2) Purge in Russia? - Early indications are Gen Surovikin and General Gerasimov (he has access to nuclear codes 1 of 3) are in a hep of trouble.
    2A) Other top officials also being reviewed. 
     
    3) Rep. James Comer Oversight chair says corruption may top $40M and possibly influenced 6 policy decisions.
    30-40 banks and shell companies used to hide money from IRS
     
    4) Federal Reserve Chairman Powell signals 2 more rate hikes to fight inflation
     
    5) Biden falsely claims economic success.  Sure - he took a strong economy growing 5% down to 1%
     
    5A) 34% do NOT approve of his economic policies whatever they are.
    29% do not approve of his efforts to combat inflation despite the efforts of the Fed.
     
    6) Worry at some polls: Trump leads Biden by 4 in Economist/Yougov poll.
    Real Clear Politics average has Trump up just under 1%.
     
    6A) However in swing states Quinnipiac polls:
     
    Wisconsin has Biden +9, New Hampshire Biden +9, while in PA it is Trump +1.
    DeSantis fares better than Trump in Wisc and NH.
    The Schaftlein Report
    enJune 29, 2023

    Schaftlein Report | Russia Fiasco, Mixed Polls and Hunter/Burisma

    Schaftlein Report | Russia Fiasco, Mixed Polls and Hunter/Burisma
    1) Prigozhin, Putin, Lukashenko and what really happened.
     
    1A) All charges dropped. How did 15K-25K troops capture a strategic city unopposed.  Was it staged?
     
    1B) Prigozhin in Belarus.  For how long?
     
    2) Trump leading Biden 44-41 in Morning Consult Poll. Harris poll he is up by 6.  +38 in Republican Primary, 
     
    Half of Republican primary voters want Trump and half want an alternative
     
    2A) 64% believe Trump charges are politically motivated.  77% of Republicans do not care about the charges
     
    2B) Main stream media begins to look for alternatives to Biden - Al Hunt names Whitmer, Newsom and NC Gov. Cooper.
    The MSM is finally asking the White House Press Secretary tough questions about Hunter.
     
    3) NBC Poll shows Right track is at 20% and Wrong track at 74%
     
    3A) Biden approval rating holds steady at 43% in NBC poll despite 68% saying he is not mentally healthy
     
    3B Biden leads Trump by 4 and is even with DeSantis in the same NBC poll
     
    3C) The problem for Trump he is underwater by 22 % on his favorability numbers among all voters.  But so is Biden.
    Americans do NOT want a rematch
     
    4) The government and media cover up of the Burisma bribery claims could have contributed to the 2020 election results.
    Will it be different this time as allegations swirl and Garland faces possible Impeachment
     
    4A) Biden denies lying about his discussions with Hunter
     
    5) Trump Document Tapes leaked to CNN
     
    6) DeSantis endorsed by Florida Police Union as he promises to fix the border problem
    The Schaftlein Report
    enJune 27, 2023

    Schaftlein Report | Congenital Lair Adam Schiff Censured in House

    Schaftlein Report | Congenital Lair Adam Schiff Censured in House
    1) No Democrats voted against the liar who falsely lead charges against Trump
     
    2) Bank of England raises interest rates by 50 basis points to combat persistent inflation. 
     
    2A) Our Federal Reserve hints at additional increases at future meetings
     
    2B) U.S. median home prices drop 3% to $396K, Inventory down 20% and there is only a 3 month supply of homes on the market
     
    2C) Ford secures a $9.2B loan to build an EV Factory
     
    3) Rep. Comer to bring additional witnesses in Biden Bribery Investigation
     
    4) San Francisco dissolves into chaos and becomes a magnet for homeless - car break ins, 911 hang ups, jail population reduced 40%,
    city provided alcohol and marijuana to homeless, vacant buildings,  retailers closing and an 8% drop in population
     
    5) Credible polls show Trump and Biden in very competitive races with each leading in separate polls.
     
    5A) The same holds true for a DeSantis and Biden race
     
    5B) Biden job approval falls to 32% in CNN poll.
     
    6) Former Representative Will Hurd launches long shot 2024 bid.  Fierce critic of Trump
     
    7) Jack Smith gives Trump legal team evidence in Documents case
     
    8) Oceangate submarine feared lost as robot reaches ocean floor
    The Schaftlein Report
    enJune 22, 2023

    Schaftlein Report | Where is the Economy Now and is it headed to a "Soft Landing"?

    Schaftlein Report | Where is the Economy Now and is it headed to a "Soft Landing"?
    1) Has the Stock Market Inflated Too Fast?  The forward P/E is 19.5.  AI mania or reality driving optimism?
     
    1A)  The Federal Reserve Balance sheet is at $8.4T, down from a peak of $8.7T in March but double the $4.0T in March 2020
     
    1B) Stock prices are at the same level as they were in March 2022 when Interest Rates started to rise.  Apple trading at 31X forward earnings versus long term average of 15X
    Nvidia trading at 156X cash flow versus 14X over time
     
    1C) The S & P 500 is closely tied to QE?  What about QT happening now?
     
    1D) The median  Employee costs in the U.S. averages $62K.  At META it is $300K and GOOG $280K.  How soft or firm is the labor market?
     
    2) China cutting interest rates.  How much is their economy slowing or not growing out of Covid?
     
    3) The Commercial real estate debacle hanging over SF and NYC - Crime, progressive policies, retailers leaving
     
    4) Case Shiller Inflation Adjusted PE ratio is 31X versus a median of 17X
     
    5) Should the Federal Reserve resume rate increases or leave as is and react to data?  4% Inflation seems low to most Americans
     
    6) The recent spending agreement between the White House and Congress - Dave Brat gives his opinion
     
    7) The political landscape and upcoming budget negotiations heading into the fall 
    The Schaftlein Report
    enJune 20, 2023

    Schaftlein Report | Federal Reserve Pauses Interest Rate Hikes

    Schaftlein Report | Federal Reserve Pauses Interest Rate Hikes
    Headline - Federal Reserve Pauses Interest Rate Hikes
     
    1) However, Federal Reserve Chairman Jerome Powell says July meeting will be live as majority still favor additional hikes with Inflation still running at 4%
     
    1A) Stock market trading at a forward price earnings multiple of 19.5 which is on the high side of history as markets move higher
     
    2) Democrats and Anti-Trumpers are fighting the No labels Unity ticket - We'll explain
     
    3) In CA Trump leads DeSantis 53-19 with Pence at 9%,Haley at 6% and Scott at 4%
     
    3A) Nationally Trump leads DeSantis 53-23.  Biden leads Kennedy 70-17 in Quinnipiac Poll
     
    3B) Miami Mayor Francis Suarez enters the Republican race bringing the field to 11
     
    4) Trump raises $6.6M AFTER the Indictment
     
    5) Sen. Kennedy - "Biden Bribery Scandal is not going away"
     
    6) Marine Daniel Penny indicted in NYC subway choking case - 2nd degree manslaughter
     
    7) Texas send 42 Illegals to LA by bus.  The city is a "Sanctuary City"
     
    8) Rep. Adam Schiff is not censured as 20 Republicans say No

    Schaftlein Report | Trump in Court Today

    Schaftlein Report | Trump in Court Today

    Guest Richard Battle

    1) Trump in Miami courthouse on Federal Charges - Implications
     
    2) Biden corruption - Burisma has 2 tapes of Biden? Double Standard
     
    3) Trump +30 and Biden +43.  17 months out what can change?
     
    4) Inflation now 4% year over year. Still high
     
    5) Ukraine kills top Russian General - Ukraine counter offensive
     
    6) Border is still side open.  Status update from Richard

    The Schaftlein Report
    enJune 14, 2023

    Schaftlein Report | FBI Gives In

    Schaftlein Report | FBI Gives In
    1) FBI to allow the entire Oversight Committee to view Biden Internal document in criminal bribery probe
     
    2) White House blames "Climate Crisis" on Canadian burn -
     
    3) VP Pence is officially in the race.  After viewing his  start, he is LIKELY to gain ground and may get in the top 4.  We'll explain.
     
    4) North Dakota Gov. Doug Burgum enters the race and is running on economic issues.
     
    5) Former Governor Christie launches attacks on Trump.  Will he be effective?
     
    6) Inflation remains the top election issue
     
    7) Trump informed he is the target of an ongoing criminal investigation over classified documents
     
    8) Gov. DeSantis blasts Gov. Newsom over Sanctuary state and migrant plane flights.  FL has budget surplus and CA is in a deficit.
     
    9) Biden vetoes bill to cancel student debt relief.  Supreme Court likely to crush his hopes in ruling later this month
     
    10) RNC to launch campaign to Vote Early in 2024.  We have been suggesting this for years!
    The Schaftlein Report
    enJune 08, 2023

    Schaftlein Report | The Republican Primary Field Grows

    Schaftlein Report | The Republican Primary Field Grows
    1) Christie and Pence enter the race
     
    2) Comer to hold Wray in Contempt of Congress - Potential Biden crime family documents?
     
    3) Will Jack Smith indict Trump in Classified Document case?
     
    4) Musk interviews RFK Jr.
     
    5) Pride month takes over NYC
     
    6) Biden stock at 41-56 upside down numbers
     
    7) Chicago killing fields 682 murders - 489 are black.  Where is BLM?
     
    8) Planes and busses descend on sanctuary cities and states
     
    9) The disaster of George Gascon in LA - A personal experience
    The Schaftlein Report
    enJune 06, 2023

    Schaftlein Report | Senate on the Clock

    Schaftlein Report | Senate on the Clock
    1) Debt Ceiling bill in the Senate
     
    1A) Students must begin making payments under the bill and pipeline approval approval process shortened.
     
    2) Sen. Manchin opposes student loan forgiveness bill White House says it will veto.  Supreme Court decision in June.
     
    3) Pence and Christie to enter the Primary.  Trump continues huge lead in polls
     
    4) White House denies Biden Corruption per NSA spokesperson John Kirby
     
    4A) FBI confirms they have Biden corruption document and FBI is Stonewalling congress
     
    4B) FBI is protecting Biden and targeting Trump
     
    5) Private payrolls rise 278K in May
     
    6) Right track 22% wrong track 68%
     
    7) Culture Wars - Anheuser Bush loses $27B in market cap and Target is down 20%
    The Schaftlein Report
    enJune 01, 2023

    Schaftlein Report | Count the Votes

    Schaftlein Report | Count the Votes
    1) Fiscal Responsibility Act - The good, bad and ugly.
     
    2) Risk to the Dollar of running $1.5T deficits
     
    3) Inflation still running 4.5%
     
    3A) Mortgage rates now 7.1%.  People are not selling their homes because they have low mortgage rates.
     
    3B) Prices are not coming down fast enough
     
    4) China rejects Biden administration for Military meeting
     
    5) Drones attack Kiev and Moscow
     
    6) DeSantis focus on Iowa while the contest starts with Trump up 47-25
     
    6A) What will be AI's influence on the 2024 election
     
    7) 11 killed and 45 wounded in Chicago.
    The Schaftlein Report
    enMay 30, 2023

    Schaftlein Report | Governor Ron DeSantis Enters Race

    Schaftlein Report | Governor Ron DeSantis Enters Race
    Governor Ron DeSantis Enters Race
     
    1) Rollout on Twitter less than perfect and Media critique goes into high gear.
     
    1A) DeSantis will be a formidable candidate in the Primary race
     
    2) DeSantis, Trump and Biden are all within 1 point in Presidential race
     
    3) Trump still leads in all polls but the first vote is 7 months away.
     
    4) Do not count out Biden and the Democrats as identity politics, media and tech companies support will be a challenge.
     
    5) Economy, border, crime and Biden incompetence are key issues but much more goes into a general election vote - we'll explain
     
    6) Debt ceiling and budget cut talks continue
    The Schaftlein Report
    enMay 26, 2023

    Schaftlein Report | Republican Field Grows

    Schaftlein Report | Republican Field Grows

    Guest Joe Visconti

    1) Tim /Scott enters race
     
    2) DeSantis is next
     
    3) Budget talks "productive but no deal"
     
    4) Fake travel advisory for black and lgbtq in Florida. Residents are laughing at the absurdity.
     
    5) NC Govenor - "state of emergency over school choice" - absurd
     
    6) AP gets climate grants and pushes climate change stories
     
    7) Denver sweeps LA 4-0

    The Schaftlein Report
    enMay 23, 2023