Everyone is shouting “bullish” — but this might be the exact moment the market walks into a trap.
The U.S. Supreme Court is about to decide on Trump-era tariffs, and most people are reading it as a trade headline. That’s a mistake. This is a liquidity event, and it can hit fast.
The Fiscal Cliff Nobody’s Talking About
Trump already put the number on the table: $600 billion in revenue is on the line.
But that’s just the surface.
Under the hood:
Contracts unravel
Supply chains face legal blowback
Retroactive tariff refunds come into play
Lawsuits stack up fast
What starts as billions can spiral into trillions.
If the tariffs are overturned, a major revenue stream vanishes instantly — no transition, no cushion.
Why Markets Don’t Pump — They Lock Up
This isn’t a rally setup. This is how real shocks unfold:
💥 Debt Panic — Treasury scrambles for funding → yields jump → confidence cracks
⚖️ Legal Flood — 900+ cases waiting; one ruling ignites chaos no model can price
🚨 Liquidity Exit — Money doesn’t rotate, it disappears. Stocks, bonds, crypto — all become sell buttons at the same time
What the Market Is Ignoring
This isn’t relief.
It isn’t bullish.
It’s sudden tightening by surprise. When liquidity dries up, everything moves together — correlations hit 1, and fear spreads fast.
I’ve seen this play out before. The ending is always brutal for those caught off-side. I’ll share my next move soon.
If you’re not positioned for the day after, you’re already behind.
Tickers won’t save you when liquidity vanishes — but for those tracking the tape:
This isn’t hype.
This is about staying alive in the market.