Random Walk

Random Walk

Silver tsunami, reshoring, and the unbearable lightness of tariffs

Some charts on longer-running themes

Moses Sternstein's avatar
Moses Sternstein
Aug 26, 2025
∙ Paid
  • silver-tsunami is a hyper-growth business;

  • China trade savings, estimated

  • one big advantage? the cost of labor

  • who’s paying those tariffs anyways?

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