| Mexico is now the #1 US trading partner. This is no fluke. Mexico has the second-cheapest labor costs in the world, right behind India. China has slipped to number seven. These are all pieces of an unstoppable, multi-industry investing megatrend that the Mauldin Economics Macro Team is tracking. Find out where they see investable opportunities in this megatrend, including three specific companies on their Watchlist. Time stamps: 00:00 – Introduction 00:15 – Foreign companies dominate advanced electronics we depend on 01:16 – TSMC’s location exposes the US to security risks 01:30 – Apple’s role in the Great Reshoring 02:23 – Taiwan’s national autonomy in question 03:00 – Lack of resilience leads to billions in lost revenue 03:57 – Can’t depend on China for rare earth elements 05:08 – Russian malfeasance adds fuel to investing megatrend 05:54 – When America made the things it bought 07:06 – China becomes top manufacturer 08:02 – The Great Reshoring is unstoppable 08:28 – Cheap labor leaders 09:27 – Apple moving production to India 10:04 – Our plan to profit |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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