Don here...
Everyone celebrated this morning when the Supreme Court struck down the president's tariff authority 6-3. The assumption was simple: tariffs gone, prices come down, economy wins.
Brandon Chapman and Blake Young spent today's session explaining why that logic is backwards.
Fifty percent of all US dollars are held by foreign governments. The reciprocal tariffs were the only thing forcing those governments to invest those dollars back into the United States.
Remove the tariffs and you remove the leverage. Now those governments can dump treasuries and sell dollars on the open market.
That is inflationary. Not gradually like tariffs raising consumer prices, but directly through currency devaluation destroying purchasing power.
In today's free session replay, you'll discover:
- Why today's GDP print at 1.3% versus 3% consensus sets up stagflation. Growth is slowing while inflation stays sticky at 3%. The Fed is caught between cutting rates and fighting inflation. Blake called it stagflation and positioned accordingly.
- How gold told the real story before anyone else. Gold crashed on the tariff news, then recovered everything within minutes. The metal is saying inflation risk just got worse. Brandon sees gold and silver as the biggest beneficiaries of this ruling.
- Why home builders could be making a final top. Higher treasury yields mean higher mortgage rates. Blake sees ITB potentially dropping to 82 or even annual lows.
- Three major headlines created crosscurrents that trapped the market in a range. Corey Rosenbloom showed how the tariff ruling, weak GDP, and sticky inflation all pulled in different directions. The NASDAQ hit its expected move. The S&P and Russell fell short.
Today was a day for picking spots, not swinging for the fences. When the market cannot figure out which headline to follow, the best trade is often the smallest one.
Blake framed it as preparation. Reading the tape, understanding economics, and repositioning before the move happens.
→ Watch the full session covering the tariff ruling's real inflation risk, the stagflation setup for 2026, and how to trade when crosscurrents dominate
To your success,
Don Kaufman
Chief Market Strategist, TheoTRADE
10 SIGNALS. 8 BOTTOMS. 100% WIN RATE.
I built an Indicator that only fires 10-12 times a year. Not daily noise. Just the exact moments when selling pressure exhausts itself and the market is ready to turn.
Last year, it flagged 10 reset windows. 8 aligned with short-term lows. Every structured trade placed during those windows closed profitable.
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