Supreme Court is about to rule on Trump-era tariffs—and while the crowd is calling this bullish, they’re missing the real risk.
This isn’t trade policy.
This is a liquidity landmine.
💥 The Fiscal Black Hole Over $600B in government revenue hangs in the balance—and that’s just the headline number. Add contract breaches, retroactive refunds, and supply-chain litigation, and the damage explodes into the trillions.
If tariffs are struck down, a major revenue pillar collapses overnight.
⚠️ Why Markets Freeze, Not Rally • Emergency Debt Issuance: Treasury scrambles → bond yields spike
• Refund Chaos: 900+ lawsuits trigger instant payout pressure
• Liquidity Exit: Capital doesn’t rotate—it disappears from stocks, bonds, and crypto
📉 Reality Check This is not a relief rally setup.
This is a textbook fiscal shock.
When liquidity dries up, everything becomes exit liquidity.
I’ve seen this playbook before.
Next move coming soon. If you’re not positioned for the Day After, you’re already late.
#MarketShock #LiquidityCrisis
