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Tariffs, Tremors, and a Global Wake-Up Call
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| Dear Reader, |
| While you were sleeping, the world shook. |
| Sean Ring—my longtime colleague, friend, and espresso-fueled macro sleuth—was already wide awake in Italy, watching markets move before dawn. He caught it first. While most were snoozing, Sean was sipping a double shot and sounding the alarm. |
- Sean spotted it first: From Italy, he saw past the panic and into the power play—Trump’s tariffs are engineered for economic reset, not just retaliation.
- Bessent’s masterstroke: Slow growth, lower rates, refinance the national debt, and corner the Fed—all without lifting a finger at Powell.
- Winners think long-term: This is your cue to shift toward real assets, American producers, and yield-sensitive plays—before the crowd catches on.
- Jim Rickards Warns: “Billionaires are dumping tech stocks”
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| Trump lit the fuse. |
| A universal 10% tariff. Everything imported into the U.S. gets hit. Harder hits follow: 49% on Cambodia. 54% on China. |
| The market reacted like a frightened child. S&P down. Nasdaq down. Small caps down harder. |
| But something else happened. Something smarter. |
| The 10-year Treasury yield dropped. Fast. That’s not panic. That’s precision. That’s the sound of capital running to safety—and of interest rates getting ready to fall. |
Sean Called It
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| Sean’s no stranger to global shocks. Living in Italy, he’s got distance. And clarity. He saw past the headlines and straight into the mechanics. |
| This isn’t about trade. It’s about leverage. |
| Trump’s not tweaking policy. He’s flipping the whole board. No more soft talk. No more lopsided deals. The U.S. has been the global free lunch. Now we’re sending the check. |
| China’s been charging 20%, 30%, even 100% in some cases. The EU? Not far behind. India? Brutal. Meanwhile, we’ve let it all slide with single-digit tariffs and open doors. |
| That ends now. |
Scott Bessent’s Quiet Coup
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| Behind the scenes, Trump’s economic consigliere, Scott Bessent, is playing a longer game. |
| He wants to lower yields without stoking inflation. Why? Because $7 trillion in U.S. debt has to be refinanced this year. |
| Yellen blew it—issued short-term debt when rates were near zero. Now it’s Bessent’s job to fix it. |
| So he’s using trade policy to trigger economic friction. Friction slows growth. Slower growth means lower rates. And lower rates mean America can keep the lights on. |
| Genius? Maybe. Risky? Definitely. But if it works, we get lower borrowing costs and an economic reset that favors U.S. production. |
Winners and Losers
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| If you’re invested in China-heavy stocks or globalist supply chains? Buckle up. |
| If you’re holding real assets—gold, Bitcoin, oil, farmland—you’re ahead of the curve. |
| Domestic manufacturing will rise. U.S. commodity producers gain leverage. Multinationals take the hit. |
| And the Fed? It’s no longer in charge. This is fiscal dominance now. Treasury yields matter more than rate cuts. Scott Bessent knows it. Trump knows it. Sean spotted it. |
The Reset Is Real
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| This isn’t a blip. It’s a tectonic shift. |
| “Liberation Day” isn’t just about tariffs. It’s about sovereignty. It’s about building at home again. It’s about real work. Real value. Real independence. |
| Sean Ring saw the tremors before sunrise. And now you’re seeing the fault lines too. |
| Prepare accordingly. |
| Chris Carroll |
| Publisher, Freedom Financial News |
| P.S. Below is an important message from Paradigm Press |
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| We knew this day would come… |
| After a massive run-up – tech stocks are crashing. |
| And as you’d suspect, the rich and powerful got out first. |
| Warren Buffett sold off 115 million shares of Apple last year. |
| David Tepper, who runs one of the most successful hedge funds in history, jettisoned 600,000 shares of Amazon in the fourth quarter of 2024. |
| While at the same time, billionaire Bill Gates has shifted his focus and his wealth away from Microsoft. |
| What do these moves have in common? |
| In each case, rich investors are reducing their exposure to tech and buying into a different sector of the market. |
| Former Presidential Advisor, Jim Rickards has a surprising take on what’s happening and why. He thinks it’s all thanks in part to a recent move by President Trump. Something no President in history has attempted before. |
| Rickards says, Trump could soon unleash a vast $150 trillion fortune. And not a single penny will flood into tech stocks. |
| Instead, he predicts, it will gush into a tiny sector of the market, which is a fraction the size of NVIDIA. |
| We recently caught up with Rickards to get the full story. |
| If he’s correct, some investors will see a windfall – starting as soon as May 3rd. |
| To watch this fascinating interview, free of charge, click here. |
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