cryptopulse9

Trump just announced new tariffs at the World Economic Forum…

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 don’t understand this.

Before we even get to tariffs, look at where the market already is.

→ The Buffett Indicator (Total Market Cap to GDP) just touched ~224%.
That’s the highest level EVER.
Well above the Dot-Com peak (~150%) and higher than the 2021 top.

→ 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 can’t survive a hiccup - let alone a trade shock.

Now here’s where it gets dangerous…

1⃣ 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.

2⃣ THE “GREENLAND” 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.

3⃣ THE CONSTITUTIONAL FLASHPOINT

Whispers are growing that the Supreme Court may rule Trump’s IEEPA tariffs ILLEGAL.

Anyone who’s been around long enough knows what that means:
THERE IS NO POSITIVE OUTCOME.

Let’s walk through it.

SCENARIO A: TARIFFS STAND (INFLATION + MARGIN SHOCK)

→ Corporate margins get crushed.
Companies can’t push 10–20% cost increases onto already exhausted consumers.
They absorb it.

→ History reminder: In 2002, Bush’s steel tariffs wiped out 200,000 jobs in steel-using industries - more than the entire steel workforce.
Markets dumped.

→ In 2018, mere tariff threats triggered instant sell-offs (CAC 40 down 1.7% in a single day, Apple off 2.6%).

Bottom line: 2026 earnings expectations are about 15% too optimistic.

SCENARIO B: TARIFFS VOIDED (LEGAL + SOLVENCY SHOCK)

→ The Refund Bomb: If tariffs are ruled illegal, the U.S. government potentially owes billions back to importers.

→ The Smoot-Hawley Echo: In 1930, markets fell 16% before the bill was even signed - purely on anticipation.

→ If courts rule against Trump, the administration won’t just accept it.
Expect Section 232, executive orders, or emergency powers to block refunds.

Markets fear legal chaos and fiscal instability more than they fear taxes.

So pick your poison:

A margin-destroying trade war
OR
A constitutional crisis with insolvency risk

This isn’t a surprise.
This is a known unknown.

I know newer investors don’t want to hear this, but after 20+ years in markets, one truth stands out:

Retail prays for the rally to never end.
Professionals wait patiently for the floor to give way.
Wealth isn’t built at euphoric highs - it’s built when fear takes over.

I’ve called every major market top and bottom over the last decade.

When I make my next move, I’ll post it here publicly.

If you want to outperform the others, just follow me and turn on notifications.

You’ll wish you did it earlier.
#CryptoPulse9

Japanese bond yields are now moving in ways that almost never happen in a strong economy.

The 10Y, 20Y, 30Y, and even 40Y bond yields have reached their highest levels this century.

But why should you care?

For decades, Japan was the world’s cheapest source of money.

Rates were near zero, sometimes even negative. Global investors borrowed yen and poured that capital into stocks, commodities, and risk assets everywhere.

That cheap funding was one of the hidden engines behind global market highs, and now that engine is breaking.

Right now, Japan is facing:
• A collapsing birth rate
• A shrinking future workforce
• The highest debt-to-GDP ratio on Earth

When growth potential falls and debt stays massive, bond buyers lose confidence and start to sell.

And when they sell, yields explode higher.

That is exactly what is happening now.

But this money is not disappearing. It is rotating.

The capital leaving Japanese bonds is moving straight into gold and silver.

That is why precious metals and Japanese yields are rising almost together. Investors are exiting government debt and hiding in hard assets.

But this phase will not last forever.

If yields keep rising:
• The Bank of Japan will be forced to stop tightening
• Bond buying will restart
• Yield suppression will return

And we have started to see the carnage from Japan’s rising bond yields.

The S&P 500 recently erased more than $1.3 trillion in market value, largely because of fears linked to Japan’s bond market stress.

This is because Japan is not a regional issue. It is a global liquidity fault line.

And what will happen when the BOJ steps in?

• Yields will stabilize
• The rush into gold and silver will peak
• Metals will likely form a blow-off top
• Capital will rotate again into risk-on assets

And that is when I will start going in heavily, while others will wait for an even bigger crash.
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