(https://www.cnbc.com/2026/07/17/import-prices-post-surprise-gain-as-costs-of-goods-from-china-hit-highest-since-2008.html) as costs from China hit the highest level since 2008—and the market's pricing this as a supply-chain story when it's really a cash generation story. Industrials are acting immune, but the cash flow math is tighter than consensus assumes: when input costs from your largest supplier are at 18-year peaks, operating cash flow sustaina

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