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Author: weatherman   😊 😞
Number: of 1020 
Subject: cembalest self-censors
Date: 04/11/2025 2:45 PM
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for those that read the excellent data-driven macro analyst at jpm, cembalest recently wrote that the american economic problem is not just tariffs, and not just inflated indices.
rather than expound on a massive list of other reasons, all inflammatory, he redacted them all.
my suspicion is this was due to his boss jamie dimon, a well practiced politically opportunistic snake.

so if you are a typical analyst, it seems unwise to extrapolate and rate DJT and 'Trump America' as outperform in the same direction as his past managed efforts :
Trump Steaks, Trump Water, Trump Board Game, Trump Taj Mahal, Trump Castle, Trump Vodka, Trump Mortgage, Trump Magazine, Trump Ties, Trump Cologne, Trump Vitamins, Trump Ice, Trump Suits, Trump Homes, Trump Financial, Trump Institute, Trump New Media, Trump Shuttle Airline, Trump Plaza Hotel, Trump University, New Jersey Generals, Tour de Trump, Trump Magazine, etc...

(i guess we need a bigger sample size)
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