schaftleinreport

Headline - Inflation Crushing Consumers causing Pain for Biden and Democrats 1) Consumers now expect 3.1% inflation of higher, consumer sentiment falls from 79.9 to 77.9 1A) Inflation is costing Americans an extra $1,069 per month since Biden took office CPI came in at 3.5% 1B) Hopes for quick rate cuts evaporate on Wall Street 1C) Energy, Food and Housing are the culprits 2) In CA, workers unions are demanding $20 an hour across all businesses. The inmates are running the asylum. 3) Polling tightens in Trump/Biden race however Black and Latino voters shifting to Trump? Both of these can't be true. We'll explain. Kennedy support running around 12%. Stein and West at 1%. 3A) Trump's control of the party platform is growing with GOP generally supporting his positions - Speaker Johnson to meet, . 4) Ted Cruz +9 and Rick Scott +28 have early leads in Senate contests. Larry Hogan leads in blue Maryland 5) Republicans call for NPR to be Defunded. It's about time to close the Left Wing Media outlet. 6) Israel prepares for Iran attack as U.S. warns. Tries to persuade Iran not to attack? U.S. shifts Israel policy with leftists calling shots in White House. Did someone say Michigan? 7) Biden violates the law by cancelling $7.4B in student debt means we go deeper in debt and non college educated pay for college educated 8) Predictions for 2024 Races

Schaftlein Report | Guest - Dr. Michael Busler from Stockton University Headline - Is a Soft Landing at Hand? 1) 275K Jobs created in February, however January revised down by124K from 353K to 229K 1A) Unemployment Rate climbs to 3.9% 2) Wage growth running around 3.5%, while job postings are down and labor supply is up 2A) The Labor Participation Rate is stubbornly low. 3) Powell - "No rate cuts until Inflation nears 2% goal 3A) Inflation is at 2.4% and the Core Inflation Rate is at 2.8% This remains a top concern among Americans. We'll dive deeper into this. 4) Economic growth came in at 3.1% in Q-4. Why do 69% of Americans feel the country is going in the wrong direction? 5) Biden never mentioned the $34T in Federal Debt. Implications? 6) 10 year note running around 4.06 % while the 2 year is at 2.46%. Still inverted.

Guests - Dave Bratt and Jason Bermas Headline - S & P 500 and Nasdaq at Record High - Why are Americans so Unhappy with the Economy 1) Why the Employment Numbers may be telling a False Narrative - Dave Bratt analyzes the numbers 1A) Biden is 20 points under water. 1B) Jason discusses Bitcoin 2) Food prices are up 25% since Biden came into office. Why do economists always want to exclude food and energy? 3) National Debt at $34T going up $2T per year - Fed Chairman Powell "unsustainable" 4) $60B for Ukraine? Peace on Russian terms looks far away. 4A) Why can't the Senate pass the House Border Bill? 5) PCE came in at 2.8% - We'll explain what that means 6) Mortgage Rates near 7%. Housing effect? 7) Potential Earthquake in CA Senate Primary = Garvey 27%, Schiff 25%, Porter 20% - Only the top 2 advance in jungle primary 8) Calls grow louder for Democrats to Replace Biden - But with whom? Chaos to follow? 9) Predictions about the Economy, Interest Rates and Presidential Politics

Schaftlein Report | Guests: Tom Amenta and Joe Visconti Headline - Trump Forces Biden to the Border a Catastrophic Policy Failure 1) Biden going to the border (Brownsville ranked 29th) only Weakens his position while Trump (Eagle Pass 1st) gains Strength. 1A) Major cities like NY, Chicago and Denver are becoming part of the Welfare State Network as budgets explode for illegals 1B) Border Patrol Union Rips Biden calling the policy a Catastrophic Disaster. Trump vows Deportation. 1C) Jeh Johnson well respected former Border Czar under Obama says the "Crisis" must be addressed. 2) In Two Major Polls, Trump's lead over Biden is expanding. Border, Inflation and Biden's age are top[ issues 2A) Bloomberg/Morning Consult - he is up in all 7 swing states and +6 Nationally. Same results in Emerson poll 2B) Real Clear Politics Average shows Trump up by +3 and Biden approval average at 40% 2C) In a 5 way General Election scenario, Trump expands the lead over Biden in a 5-8 point range 2D) Former Speaker McCarthy says Biden uses Cards to speak in meetings are rarely deviates indication he has mentally slowed down by a lot 3) In Law fare news, an Illinois judge tosses Trump with a pending Supreme Court ruling ahead 3A) Supreme Court to hear Immunity claim case 3B) NY Appellate court will NOT lift judgment stay as Trump tries to secure bond. 3C) Millions of Americans are fed up with the legal process targeting Trump - "A sympathetic figure" 3D) Kennedy qualifies for the ballot in Georgia and Arizona 4) Over 100 dead after stampede in Gaza food line - Of course Israel gets blamed. Calls for cease fire grow by Democrats 5) In Economic new, the Personnel Consumption Expenditure index rose at an annual rate of 2.8%. Inflation coming down but still elevated. 5A) Excluding Food and energy 2.4%. Food and Auto costs remain high 6) McConnell stepping away from Senate leadership. We'll discuss his legacy and what it means. 6A) John Thune is early favorite to replace. 7) Adam Schiff leads CA Senate jungle Primary. tight for 2nd with Steve Garvey and Katie Porter

Schaftlein Report Airdate: Thursday, February 20, 2024 Guest - Andrew Crapuchettes Headline - Economic Anxiety While Stock Market Booms 1) What's behind the anxiety of a labor market with a 3.0M job gap of Full time versus Part time. 1A) Government Surveys used to determine labor numbers 1B) Nvidia earnings power the S & P 500 to record territory with the stock up $100. Artificial Intelligence boom! 2) How are 15M Illegal Aliens in the country effecting the job market? 2A) A Huge issue with the American people. Executive Action by Biden coming? 2B) What are the politics behind this? 2C) Democratic states earmarking $500M for Illegals cash payments? 3) With a growing economy, how come CA has a budget deficit of $73B 4) More polling shows Trump with a 3-5 point lead over Biden as the incumbent is under water by 20 points favorable or unfavorable opinion while Trump is -11 5) Biden cancels another $1.2B of student debt further adding to the budget deficit pf $475B over 10 years 6) Famed Investor Bill Ackman refers to Biden as a "National Embarrassment"

Headline - Media Turning on Biden? Navalny Murdered? 1) Democratic Media Stars Ezra Klein of the NYT and Nate Silver of 538 state Biden is too old and infer he should step aside. 1A) Mental Health acuity in question. "No plan to fix the campaign"- Silver. 1B) Trump leads Biden between 2-7 points nationally and in all key swing states 1C) Betting odds have Trump at 43% and Biden at 27%. Biden approval at 39% never moving up or down a point 1D) Biden raised $42M in January and is too stubborn to leave the race 2) Was Navalny poisoned. How do you go from 'relative good health" to dropping dead. Still no body. A bad cover up. 3) NY Governor and DA admit Trump was targeted. No investor lost any money. 3A) Kevin O'leary blasts NY officials claiming businesses are leaving due to poor management in NYC. Truckers now protesting. 4) Border Fiasco is now a top issue for Democrats as illegals invade sanctuary cities and swarm recreational facilities and schools. 5) Russia Collusion Hoax being exposed 6) Russia/Ukraine was not going well 7) CA fast food wages going up to $20 from $16 in April. How many places will close? 8) CA Senate Jungle Primary in 2 weeks - Schiff, Lee, Porter and Garvey in the running.

- Illegal Immigration Wreaking Havoc 1) Blue cities severely stressed with required social services 2) Biden Executive Order forced the Census to count illegal non citizens in in voting districts. 16M have entered the U.S. Each district represents 762K people. You do the math. 3) NY hush money trial set for 3-25. Fani Willis removal in GA? 4) Cook Political Report - Biden has severe uphill battle to 270 electoral votes 4A) 86% of voters feel Biden is too old. 4B) Although Democrat Centrist won NY special election, it cost them $14M versus $8M for GOP and the winner Suozzi ran AGAINST Biden policies. 5) Israel rightly rejects cease fire proposal with Hamas while northern border simmers but war outbreak not likely with Hezbollah 6) Ukraine hit Russian city killing 6 and wounding 18 7) Official Washington freaks out over Russia threat of Nuclear weapons in space. 8) Economic News - Household Survey versus Business survey has a 3.0M jobs gap - We'll explain why this may be over estimating job growth. Full time versus part time

Headline - Consumer Price Index Comes in High High at 3.1% 1) Americans feeling the pain. Core CPI excluding food and energy rose 3.9%. That was the same number in December. 1A) Predictably, stocks fall and bond yields rise. 1B) Interest Rate cuts anticipated by investors which had been moved from March to May may need to now wait until June. 1C) Groceries, Insurance and Equipment helped fuel the high number. 2) Many Voters believe Trump can run the government like a business, despite his personnel issues 3) Senate passes $95B Ukraine and Israel aid bill by a 70-29 vote. It now heads for uncertain future in the House. 4) Trump asks the Supreme court for time to Appeal the Immunity case he lost in the DC Circuit 5) Musk says Putin can't afford to lose the war. In Tucker interview Putin claims he is open to negotiated settlement. We'll explain. 5A) Sources claim U.S. will not pressure Ukraine to cede any territory 6) Defiant Biden pushes back against Israel plan to extract Hamas from Rafah. 7) Desperate Biden campaign joins Tic Tok. Trump leads by 35 in South Carolina 8) Secretary of Defense Austin back in hospital with Bladder problem.

Guest - Jeffrey Dunetz Headline - Democrats Failure at the Border - Biden takes the Heat from Voters 1) White House threatens to Reduce Deportations and Retention - Amazingly Bad Policy 1A) Biden considers Executive action to deal with border. 2) Biden hemorrhaging voters on Important Issues: Border -35 Economy -22 Mental & Physical Health - 23 Crime -21 Abortion +12 Migrant Rights +17 2A) 80% support Israel - Radical Democrats do not 2B) Only 34% in CNN poll say Biden deserves 2nd term. Harris is lower at28% 2C) Democrats lose support among Black and Hispanic voters 3) Supreme Court hears arguments in Trump ballot case 4) For the second time in a week, Biden claims he met with a dead foreign leader at G7 conferences. 5) U.S. strike kills Iranian backed militia leader 6) 5 marines killed in copter crash in CA

Guest - Dave Bratt Headline - Debt, Taxes and Economic Cracks? 1) Consumers owe Credit card companies $1.05T. The U.S. government is $34T in Debt. Are we headed for a 'Death Spiral'? What causes a break? 2) Certain voices are calling for tax increases (former Treasury Sec. Robert Rubin). What about actual spending CUTS? With divided government in an election year, neither spending cuts or tax increases are even on the table. Vermont is considering a Wealth Tax. 3) S & P 500 at record high with certain technology stocks maintaining sky high price to earnings multiples. On the day record high was achieved, more stocks were in the red than in the green. 1987 was the last time that happened. We'll analyze. 3a) Are $2T government deficits contributing to the stock valuations? 4) Overall price levels remain high with no sign of reduction. CPI at 3% but car insurance is up 26%. Middle income and low income consumers are getting crushed. Rents have also remained high. Gas prices have come down, but will a wider middle east conflict cause them to go up? Politics at play? 5) Trump leading Biden by 5 points in latest NBC poll but way upon the economy and border security, which are the top 2 issues. 6) $118B Border, Ukraine, Israel aid bill in big trouble.

Schaftlein Report Airdate: February 1, 2024 Guest - Guest - Tom Amenta Headline - Trump/Biden Poll Results Changing? Economy and Immigration are Top Issues 1) Who is correct Morning Consult or Quinnipiac? 1A) Consult has Trump up 45-40 and leading in all 7 swing states. Quinnipiac has Biden up 50-45 1B) Trump appears to be gaining among working class, Black and young voters, Biden gaining women and Independents? 1C) 65% of Voters want someone other than Biden or Trump. Advertising projected to be $10.2B with half still spent on TV adds. 1D) Manchin seriously considering a run under No Labels. Kennedy support around 15-18% 1E) In a 5 way race, Trump leads Biden by an average of 5 points. Betting markets have Trump up by 8. 2) By far, the top 2 issues are the Economy and Immigration or lack there of. 3) Homelessness hits a record 653K as rents rise. 4) 65% of Americans having difficulty covering one month of expenses and half can't cover a $1,000 emergency 5) Border Bill faces uncertainty in both chambers - we'll analyze 6) U.S. response to 3 service members killed? 7) Crime out of control and police numbers continue to drop.

Schaftlein Report Airdate: January 30, 2024 Guest - Colonel Eric Buer, USMC (RET.) Author - Ghosts of Baghdad Headline - A Firsthand account of a Marine Attack Helicopter Pilot in the Iraq War Beginning 1) Colonel Buer details the initial attacks and the aftermath 1A) The chaos, sights and sounds of night combat operations flying a Cobra attack helicopter - a first hand account 1B) Duty, honor and country delivering massive fire power and devastating blows against our enemies 2) the recent attacks against Americans in the Middle East and what America needs to do next 3) Iranian involvement, the changing dynamics of the region. 4) the Israeli/Hamas War and the possible end ga

Schaftlein Report Guest Host: Drew Thomas Allen Airdate: Jan 25, 2024 Headline: The Texas Border Battle is a War Against a Lawless Federal Government Peter Navarro is going to jail. It's meant to intimidate us. The border battle is heating up. Why Abbott must stand his ground and why it's about so much more than the border and illegal immigration. Are you ready for the propaganda battle? Morning Joe lies through his teeth on recent show. Drew shows you how to deal with propagandists. He humiliated a left on live tv last week. Finally, John Stewart has been summoned from retirement to command the Daily Show. It's the latest evidence the left is scared to death of Trump.

Guest - Drew Allen Field Reporter Joe Visconti Headline - Haley Last Stand? 1) Victory is now defined by mainstream media as a loss by less than 10 points. Really? 2) Former rivals line up to endorse Trump. 3) Trump leads Biden by 3 in RCP Average with a range of 1-6 points. 4) Biden approval stays at 39% in a virtual flat line 5) IN CA Jungle Primary, can Steve Garvey (R) come in 2nd and qualify for the general election. He is running against 3 Democrats. Blasted Schiff for Lying. 6) Border Fiasco becoming #1 issue among many voters 6A) CBO claims 860K Got AS Ways way higher than Democrats claimed 6B) Roberts and Barrett side with Liberal judges and hand temporary victory to U.S. over Texas to remove razor wire. Case to be appealed. 6) VP Harris says we need "Amnesty to solve problem". She is truly Lost in Space Will Robinson. 7) We Welcome General Michael Flynn to the CBMJ Board of Directors and his contributions to Patriot.TV

Guest - Andrew Crapuchettes - CEO Red Balloon Headline - Trump picks up Steam 1) After resounding Iowa win, Trump leads in N.H. polling by 12-15 points over Nikki Haley. We'll detail where the race stands. 1A) For Haley, NH is a must win. DeSantis moves on the South Carolina where Trump is favored. 2) The real battle taking place is for Trump's VP pick. We'll discuss. 3) U.S. executives in Davos brush off international concerns over a Trump win. 3A) Argentinian President warns Davos elites to reject Socialism. 4) Feds Bostic say rate cuts in Q-3 which is later than the market expects. 10 year note at 4.1% 5) 14 Democrats join Republicans tocondemn Biden's border policies as House panel moves to Impeach Mayorkis. 6) Lunatic House Democrat wants to remove the Statue of Liberty over immigration protest. 7) Speaker Johnson rejects White House and Democratic proposal for Ukraine and Israel aid as border security not strong enough

Schaftlein Report Airdate: January 11, 2024 Guest - Drew Allen Headline - Republican Shake Up 1) DeSantis and Haley trade Insults and attack each other in heated Iowa Debate. "The donner debate" 1A) Trump holds town hall, then heads to NY for Civil Trial. Claims he has decided on VP. 1B) Christie drops out - hot microphone comments 2) GOP Conservatives revolt against spending bill. We agree with them. Enough is enough. We need to control the spending insanity 3) CPI comes in hotter than expected in December at 3.4% as we predicted. 4) Since Biden took office inflation is up 17.6%. Food up 33%, shelter up 19%, energy up 33% and electricity up 27% 5) U.S. unfreezes $10B Iran funds - Crazy 6) Houthi Rebels continue attacks against ships in Red Sea. 7) Nick Sabin retires, Bill Belichick and Patriots separate and Pete Carroll steps aside in Seattle

Guest - Joe Visconti Headline - Biden Takes the Low Road - Democrats Very Nervous 1) His entire election strategy is to Blame Trump for everything. mentioned 40 times in speech in South Carolina 2) 74% say Biden is too old, His Job Approval is stuck at 40% and 67% say country is on the Wrong Track 3) Iowa is one week away and Trump leads DeSantis by 25+. Trump in D.C. court fighting Immunity Issue 4) New Hampshire closes as Haley gains support. 39-32 Trump leads but 43% are undecided leaning Haley. Are these numbers real? 5) Biden openly trying to influence Israel to get put of Gaza as his poll numbers shrink and he feels heat from the radical left. Meanwhile, Israel and Hezbollah near war as attacks increase. 6) CPI up 17% since Biden took office. 45% say they are worse off under Biden., only 23% say better for a -22 rating 7) In economic news, office vacancies hit 19.6% the highest since 1979 7A) 50% of credit card debt can't be paid and they are paying 20% interest. 8) Putin deploys his National Guard in occupied Ukraine.

Guest - Jeffrey Dunetz Headline - Trump Leads Biden by 6 in CNN Poll 1) A polling trend continues as strategies takes shape. 2) Biden approval rating at 39% similar to Jimmy Carter at 37% 2A) Biden being defined by a migrant crisis at the border, tough economy, unrest over seas and his age . 2B) He is -21 on economy, -23 on border and -11 on Israel /Hamas war. His age at 81 is very problematic. 2C) Biden campaign to focus on 1-6, Trump and abortion. This will not work. 3) Trump pushes Colorado case to Supreme Court. 4) Texas continues to ship migrants to sanctuary cities which are experiencing a flood of people. They can't handle it. 5) The DOJ sues Texas. Unbelievable, yes you read it correctly. 6) Amazingly, during a Republican media event at the border, there were hardly any crossings. 6A) This is a political strategy to allow migrants in the country to change the make up of the country.. 7) Middle East escalation - Terrorist attack in Iran as 2 suicide bombers kill over 100? 7A) Israel takes out Hamas leader in Beirut. 8) Liberals feel outraged over Gay departure from Harvard playing the race card. It is all about identity politics

Guest - Tom Amenta Headline - Presidential Race Appears Frozen - Literally No Change 1) Barreling toward a rematch 65% of Americans do not want 1A) Trump leads Biden among Young and Hispanic voters and is making up ground with Black voters 1B) Biden poll numbers look worse than Jimmy Carter at the same point in time with him holding an approval rating of 40%. 1C) Trump leads by 30 in Iowa and 20 in New Hampshire 2) Why is this happening? Cost of Living/Economy, Wide Open Border and Biden's age. 3) Biden gave 2.0M Federal Workers a raise from 4.7% to 5.2% while millions of Americans can't get that 4) Gov. Newsome to provide Health Insurance for Illegals - a move surely to further inflame political differences 5) Pro Palestinian supporters continue to disrupt life in Blue cities and states - Another bad point for Democrats 6) Iran navy in the Red Sea and Israel strike Hamas leaders in Beirut. 7) Ukraine stalemate continues in bloody war of attrition. Does Russia have the upper hand?

As the year concludes, Mark Schaftlein reflects on the 2023 political and financial rollercoaster of events. From market fluctuations to geopolitical tensions, as Mark and his guests dissected the complexities shaping economies worldwide. Their incisive analysis and insightful interviews brought clarity to viewers navigating a tumultuous year in politics and finance, making it an indispensable source for understanding the intricate dance between power and wealth in 2023

Mark Schaftlein sits down with two great guests Retired General Michael Flynn and the founder of Mr Pillow, Mike Lindell

Thursday December 21, 2023

Guest - Joe Visconti Headline - Biden Support Plummets 1) Every Policy Decision is a Disaster for the country - Inflation, Bad Energy Policy and Border Disaster 1A) Multiple polls show his under water - Approval is 34-38% and Disapproval is 58-60%. Monmouth has him at 34% 1B) Biden has asked his staff to determine why he is so low with "ALL" that he has accomplished? 1C) Trump leads Biden 48-42 outside the margin of error. We'll need every bit of this to overcome Mail in Vote manipulation as Democratic Governors have vetoed bills to combat election fraud. In another poll Trump leads 50-46%. In a 5 way race the lead is 41-37 with Kennedy polling at 14% 1D) His support among Latinos is upside down as 28% approve and 62% do not. He is losing young voters 2) 24% say the country is on the Right Track while 69% say Wrong Track for a -45% 3) Iowa - Trump is at 58%, DeSantis is at 22% and Haley is 13% 3A) New Hampshire - Trump 44%, Haley 29% and DeSantis is at 11% 3B) Nationally Trump si at 69%, DeSantis 12% and Haley 9% 4) Biden Israel policy is based on the vote in Michigan - We'll explain Defense Secretary Austin pushes more targeted bombing. Massive tunnels found. 6) Arizona Democratic Governor Katie Hobbs sends National Guard troops to the border. 5) Liberal Democrats and Radical Progressives oppose any border deal as part of Ukraine and Israel aide. 6) Outrageous jury award against Giuliani of $148M in liable suit in Atlanta. Intimidation tactics 7) Energy prices rise as Red Sea attacks continue. 7A) Biden and Kerry war on Coal is hurting Americans s it contributes 36% of electricity.

Guest - Richard Battle and Jeffrey Dunetz Headline - Federal Reserve Leaves Rates Unchanged, Signals Cuts in 2024 1) Dow rallies to All Time High above 37K. 10 Year Note below 4% down 106 basis points in 45 days 1A) Unemployment at 3.7% and the CPI is at 3.1% year over year. Inflation expected to fall to 2.5% in 2024 1B) Why do Americans still have a negative view of Biden on the Economy He is way upside down 40-60 1C) 5.2% military pay increase for 2024 in Senate approved budget. 2) Polling - David Axelrod says Biden numbers are terrible. Trump leads Biden between 2-9 points in the 8 key swing states! Bloomberg/Morning Consult Poll 2A) Iowa - Trump 51%, DeSantis 19%, Haley 16% 2B) New Hampshire - Trump 45%, Haley 18%, Christie 14%, DeSantis 11%, Ramaswamy - 10% 2C) Trump 37%, Biden 31%, Kennedy 17% in three way race. Throw in fringe candidates and it gets better fro Trump 2D) Mentally Fit -Trump +16, Physically Fit - Trump +34, Were you helped or hurt. Trump 49-37 3) House panel move Impeachment Inquiry forward 4) Harvard brand is now TOXIC. 5) Radical Pro-Palestinian leftists shut down the 110 freeway in LA. 75 arrested. 5A) 80% of the residents of the West Bank support Hamas. While V.P. Harris pushes sympathy for Palestinians. 6) Israel continues to decimate Hamas but at a cost. 9 elite troops killed in recent ambush. Militants are surrendering. What happens after the war ends?

Guest - Jason Bermas Headline - Fear of Trump Win Settling in with Democrats 1) Voters are unhappy with the economy, crime, border, expensive homes and Biden's foreign policy failures 1A) Whispers are now open calls for Biden to step aside - Al Hunt. LBJ all over again. 2) Biden approval in Michigan -14 and Trump leads by 50 -40 2A) Iowa poll- Trump 51, DeSantis 19 and Haley 16 Jason explains the Caucases 2B) Gov. Sununu to endorse Haley in N.H. 3) What is Jack Smith doing going directly to Supreme Court in Trump Case? 4) Mounting evidence against Biden family leading toward Formal House Impeachment Inquiry? 4A) One candidate gets sympathy from the American public and the other takes all the blame. Guess who? 5) How is Harvard's President keeping her job? We'll exp;lain 6) CPI up .1% in November but 3.1% over the past year. 4% taking out food and energy. These are telling numbers. 7) Zelenskyy in D.C. to pitch Ukraine aid. 8) Israel pounds Hamas rocket launch sites.