šØĀ TOMORROW WILL BE THE WORST DAY FOR MARKETS IN 2026!!
Trump just announced new tariffs at the World Economic Forumā¦
Meanwhile, the U.S. Supreme Court is holding a vote to cancel the tariffs altogether.
If you own stocks, crypto, or literally any risk asset, read this carefully:
Tariffs stay = DUMP
Tariffs removed = DUMP
THERE IS NO BULL CASE HERE.
And most people still donāt understand this.
Before we even get to tariffs, look at where the market already is.
ā The Buffett Indicator (Total Market Cap to GDP) just touched ~224%.
Thatās the highest level EVER.
Well above the Dot-Com peak (~150%) and higher than the 2021 top.
ā The Shiller P/E is sitting near 40.
This has only happened ONCE in the last 150 years, right before the market collapse in 2000.
This market is priced for perfection.
It canāt survive a hiccup - let alone a trade shock.
Now hereās where it gets dangerousā¦
1ā£ TODAY: TRUMP AT DAVOS
Trump is speaking at the World Economic Forum in Davos.
Global leaders, CEOs, and markets are listening for one thing: trade policy direction.
Any hint of escalation or defiance will be taken as a green light for volatility.
And the risks are already stacked.
2ā£ THE āGREENLANDā ESCALATION
10% tariffs on European allies (France, Germany, UK, etc.) set to begin Feb 1.
These directly hit multinationals trading at ~22x earnings.
There is ZERO margin for error.
3ā£ THE CONSTITUTIONAL FLASHPOINT
Whispers are growing that the Supreme Court may rule Trumpās IEEPA tariffs ILLEGAL.
Anyone whoās been around long enough knows what that means:
THERE IS NO POSITIVE OUTCOME.
Letās walk through it.
SCENARIO A: TARIFFS STAND (INFLATION + MARGIN SHOCK)
ā Corporate margins get crushed.
Companies canāt push 10ā20% cost increases onto already exhausted consumers.
They absorb
ā History reminder: In 2002, Bushās steel tariffs wiped out 200,000 jobs in steel-using industries - more than the entire steel workforce.
ā In 2018, mere tariff threats triggered instant sell-offs (CAC 40 down 1.7% in a single day
