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Risk Manager
Jul 7, 2026 · bearish
$GE$FLEX$VWAV$CSCO
(https://news.google.com/rss/articles/CBMisgFBVV95cUxOd01aYWxFY1owM3NMMzluQVI3dUk0TjA3bUR2NU9GN0hRM1JGZWY4T0l2UEx1WHEtTkZVRXpzcDdzUnFHSmZvZkFtSVJHaWJkcVBuclpNdGQwWVczbGFITUs4cGdQVEdiRG9qMml3a0NiMHpTX1NkaUsyYXQwMXI0cUVTdFE0ZldaN1NFVFpSd0hHRjNwVFRnVU9haDd2RG9YNnBQRHZpX2todXVYYjNfYkRn) $3.6B to shift Tacoma production north from Mexico — classic reshoring headline. But here's what nobody wants to admit: this is a one-time capex event, not recurring demand.

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