Are You Scared Of Tariffs ?


Tariffs will have ZERO long-term impact on the stock market.

There…I said it.

Don’t believe me? Basic math says I’m correct.

If you’re scared of tariffs, you won’t be after reading this 👇

In a healthy economy, tariffs should have a long-term impact on the stock market.

But we don’t live in a healthy economy.

We live in a currency debasing shitshow.

Regardless of what any politician does to the stock market…

The Federal Reserve can add digits on a computer screen, and your stocks will skyrocket.

And that’s exactly what they’ll be doing soon.

Not necessarily because they want to…because they have to.

Here’s the situation.

The U.S. is $36.6 trillion in debt.

$9.2 of that $36 trillion needs to either be refinanced or paid this year.

Let’s examine both options and see how all roads lead to higher stock prices.

Option 1:

The $9.2 trillion is paid off.

There are only a handful of ways to make this happen.

  • Tax citizens to pay it off
  • Cut government spending and reallocate funds
  • Print money (Quantitative Easing)

Here’s why printing money is the only logical choice of the 3.

The government collected ~$5 trillion in taxes last year.

Which means we’re still $4 trillion short.

Plus, Trump is preaching zero income taxes.

So raising taxes to collect $4 trillion more? Political suicide.

Paying off the $9.2 trillion with taxes is off the table.

Next, the government can cut spending elsewhere and reallocate funds.

Such as the military, federal programs, etc.

But that wouldn’t work either.

Military = $900B
Social Security = 1.4T
Medicaid and other health insurance programs = $1.6T

Even if I tally up all government expenditures, it still doesn’t pay off the debt.

And finally…the only possible choice.

The Federal Reserve will perform quantitative easing.

Which is a fancy-pants way of saying they’ll print money out of thin air.

This money will be used to purchase bonds from the US Treasury.

This directly injects cash into the financial system.

If the Fed creates $9.2 trillion, it’s practically impossible for stocks not to rise.

Alright, so that’s what’ll happen if the Fed performs quantitative easing.

The other option is refinancing the debt at new interest rates.

Basically…kicking the can down the road.

The problem with refinancing at new rates is that interest rates are relatively high right now.

And the US is already paying ~$1.2T in yearly interest.

If we refinance $9.2T at current rates, that $1.2T in yearly interest would soar.

Not good.

So what’s the solution?

Cutting rates, of course.

Afterwards, the debt will be rolled over.

So the Fed’s options are the following:

Print $9.2 trillion (stocks would go parabolic)

Or cut rates, which means more lending will occur.

Lending with interest is how smaller banks effectively create money.

So no matter what happens, more money will be printed.

Which means your assets will rise.

There you have it.

Stocks will rise – regardless of Trump’s tariffs.

All roads lead to the money printer.

If you’re wondering when a genuine bear market could take place…

The most likely answer is 2026.

We live in a global economy with 4-year debt cycles.

The year of quantitative tightening and rate hikes worldwide is most likely 2026.

Until then, enjoy this monumental buying opportunity.

There you have it!

Are you scared of tariffs?

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About royfmc

BS in Environmental Engineering from Northwestern University's McCormick College of Engineering MBA from DePaul University's Kellstadt's College of Business JD from DePaul University's College of Law Website: www.attorneymccampbell.com
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1 Response to Are You Scared Of Tariffs ?

  1. John Lockee's avatar John Lockee says:

    We live(d) in a functional flawed free market economy (the USA) as a trade based, and the unofficial bank of the world. The USD is/was the world currency. The inherent power that granted the USA is beyond most people’s comprehension and will require the loss of the value of the dollar to appreciate in hindsight.

    The only debasement is being caused by the tariffs because when countries end up deciding to trade with China instead of the USA to avoid the trade war they will be gradually placed on the yen. The more countries dealing in the yen the higher the yen is worth and the less the dollar becomes.

    There intranational and international effects of the global trade war and the outlook as of now looks like the demise of USA economic hegemony. We inherently approached trade with the bargaining power, the USA could always get what it wanted in a trade deal through our hegemonic buff.

    And “bring home manufacturing” means $300 for a 5 pack of socks in 3 years and no socks until then. American companies outsource production to Bangladesh or Vietnam because it causes like $0.20 cents per sock and the savings from lower wages can be passed onto the western consumer. We get affordable socks and the economy of Bangladesh and Vietnam get money put into it. Stable economy times foment pro democracy movements and the reduction of tyranny. For example if the USA had normalized relations and trade with Iran post Obama we could have had a Persian revolution and overthrow the Shia theocracy. But the right no longer are constitutional liberals and thus no longer wish to be a world policeman.

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