Reshoring America: Strategic Opportunities for Investors

Описание: 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