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![joequant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::45808758.png) Joequant [@joequant](/creator/twitter/joequant) on x 1178 followers
Created: 2025-07-21 17:24:30 UTC

At least I know *why* @robin_j_brooks thinks that things are the way they are.  The problem with this model is that most exports are substituteable.  The only export item that might be substitutable are cell phones, and I am trying to think about what the supply/demand curve is.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947346960777699627/c:line.svg)

**Related Topics**
[tariffs](/topic/tariffs)
[china](/topic/china)
[macro](/topic/macro)

[Post Link](https://x.com/joequant/status/1947346960777699627)

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joequant Avatar Joequant @joequant on x 1178 followers Created: 2025-07-21 17:24:30 UTC

At least I know why @robin_j_brooks thinks that things are the way they are. The problem with this model is that most exports are substituteable. The only export item that might be substitutable are cell phones, and I am trying to think about what the supply/demand curve is.

XXX engagements

Engagements Line Chart

Related Topics tariffs china macro

Post Link

post/tweet::1947346960777699627
/post/tweet::1947346960777699627