Redacted

Update: 2025-04-02

Description

Straight talk from the CEO front lines on Liberation Day. Almost all the news on tariffs and declining CEO business confidence that’s fit to print, with only a few minor redactions.

View video here

Comments

In Channel

The Blob: Capital, China, Chips, Chicago and Chilliwack

2025-09-2427:07

Fair Shakes

2025-09-0233:25

Summer mailbag

2025-07-2943:12

Time Flies: Twenty Years of Eye on the Market

2025-07-0912:08

"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups

2025-07-0320:37

Chicken Hawks: a quick note on the US budget reconciliation bill

2025-05-2716:29

Back to our Regularly Scheduled Programming

2025-05-1329:49

Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker

2025-05-0126:07

Redacted

2025-04-0213:00

Fifty Days of Grey

2025-03-1218:07

Heliocentrism: Objects may be further away than they appear

2025-03-0419:58

From Here to Eternity

2025-02-1310:30

Inauguruption: the flurry of Trump 2.0 executive orders

2025-01-2119:45

Eye on the Market Outlook 2025: The Alchemists

2025-01-0136:13

The Year of Living Dangerously

2024-12-1016:34

"Kamilton": the 2024 election and who tells your story

2024-11-0620:02

The Thucydides cap on the China equity rebound trade

2024-10-1714:14

Mind the Gap: a historically polarized US election

2024-09-3029:24

A severe case of COVIDIA: prognosis for an AI-driven US equity market

2024-09-0325:26

There’s no place like home

2024-08-2718:38

00:00

#box-pro-ellipsis-176010592644896{-webkit-line-clamp:2;}Redacted

Redacted

Michael Cembalest

Redacted