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JPMorgan Analyst’s ‘Redacted’ Report Spells Out Fear of [REDACTED]
When a prominent JPMorgan analyst redacts his own report on the markets because of fear of FOTUS and what he might do to both him and his firm.... (free link)
Not directly related to the subject matter of the piece but still worth noting is the update at the very bottom of the page: (An AI summary previously at the top of this story was removed because of misquotations.)
Instead of self-censoring, maybe writers could just run their pieces through AI tools before publishing. They could save themselves anguish and time and disclaim the output.
cembalest is a very thoughtful data-driven macro analyst. he states it is not just tariffs, and not just elevated indices. cembalest probably self-redacted because there are too many 'something else' going-on to be useful, and only inflammatory. after all, his boss jamie dimon is a unrepentant opportunist regarding political stances.
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(An AI summary previously at the top of this story was removed because of misquotations.)
Instead of self-censoring, maybe writers could just run their pieces through AI tools before publishing. They could save themselves anguish and time and disclaim the output.
As an example, consider the tariff "formula" that no one in the administration seems to take responsibility for. https://www.theverge.com/news/642620/trump-tariffs-formula-ai-chatgpt-gemini-claude-grok
he states it is not just tariffs, and not just elevated indices.
cembalest probably self-redacted because there are too many 'something else' going-on to be useful, and only inflammatory.
after all, his boss jamie dimon is a unrepentant opportunist regarding political stances.
https://www.reuters.com/markets/us/jpmorgan-analyst-says-he-now-tempers-public-comments-us-tariffs-2025-04-11/