After Trump’s “Liberation Day” where he announced new tariffs on practically every nation in the world, stocks plummeted…
And if you’ve been watching the headlines, you probably think the market crash is 100% caused by the tariffs.
But the truth is, this selloff has nothing to do with tariffs anymore.
Here’s what’s really going on, what it means for the economy, and where the smart money is heading next.
Now, it’s true that when tariffs were announced, the market responded.
But the next leg down? It’s margin calls.
Too many investors got over their skis, ignored the risk, and now they’re being forced to liquidate. This is what happens when people don’t hedge ahead of the most obvious risk event since the 2011 fiscal cliff.
The result? A cascading selloff, and a spike in volatility. For disciplined inventors, that’s not something to fear – it’s an opportunity.
Whether you’re pro or anti-tariff, there are legitimate concerns behind the current policy.
Former U.S. Trade Representative Bob LIghthizer recently laid them out: from power grid infrastructure to shipbuilding to semiconductors, the U.S. is dangerously dependent on nations that don’t play fair.
One key example: the U.S. cannot currently manufacture its own large-scale electrical transformers. There’s no Strategic Petroleum Reserve equivalent for the grid – and if even one of the 10 major U.S. substations went down in a cyberattack, recovery would take months, maybe longer.
We also can’t ignore the realities of forced labor. Look at a country’s export volume relative to average wages. If a nation exports $10B but average per capita income is $500, that’s not productivity, it’s exploitation. Slavery is a feature, not a bug, of centrally controlled economies like China and Vietnam.
As equity markets break down, the effects will bleed into credit markets. That’s when the Fed gets off the sidelines. A liquidity crisis in equities will pressure credit and give the Fed the air cover it needs to pivot.
Meanwhile, tariff revenues give the Treasury a new lever – offsetting spending with income instead of debt. Add in government efficiency mandates and defense spending cuts, and this isn’t just trade policy. It’s monetary policy in disguise.
But make no mistake: no one knows exactly how this plays out.
The last time we saw this kind of global trade disruption, we were on the gold standard. The world has changed. The U.S. now controls the reserve currency, and the political will is shifting toward self-sufficiency.
This means opportunity… but only if you know where to look.
There’s a renaissance brewing in U.S. manufacturing. Today’s smartest founders aren’t launching another SaaS app. They’re building robotics firms, defense tech, and precision manufacturing plants.
And the talent is there. Boom Supersonic built a new supersonic jet in a decade… from scratch. What’s been missing isn’t skill; it’s political will. That’s changing.
As energy demand rises, kilowatt-hour consumption will spike. Mining, refining, rare earths – all back in play. The companies nobody cared about since 2007 are suddenly vital again.
Industrials. Nuclear. Domestic production. Defense. These are the sectors where alpha lives now.
When headlines scream panic, corporate insiders often begin quietly buying their own stock…
Because they know how these shifts can reshape their industries over the next three to five years.
These are the people with skin in the game. The ones who see the road ahead, not just the road behind.
I’ve put together a free training that exposes the legal mechanism these insiders use to make fortunes in the stock market – and how you can follow their moves for the shot at massive gains…
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