Reshoring America: Strategic Opportunities for Investors

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

[@damonwright608]

Can you please enable captions for this and future videos? It's been 3 days since the release and still no captioning. This makes the video very difficult to follow for those with lousy hearing. Edit: Captions finally appeared. Thank-you!

[@romanchukanov4454]

Love this format.

[@Emc2Eggs]

tsmc flies never shipped

[@iamsheep]

Taiwan isn't making a claim as an independent country from China. It says it is China because Taiwan is not a country under the constitution of the Republic of China. The problem is that there are two Chinas and only the mainland is recognised as the one China by most countries. Between 1912 and 1972, most of the world recognised Republic of China as the one China. It would be like if the US Civil War never ended and there was a confederate government still governing the souther states. If the government in Taiwan wants to claim independence they'd have to completely change their constitution, but they haven't done so.

[@jamesbowen2105]

Ahh, Biden's ploy...Taiwan: We need lots of Miltitary support. USA: we NEED YOUR CHIP TECHNOLOGY TO GUARANTEE IT.

[@user-lk3ds3mj2f]

"Friendshoring" isn't a new trend. It began in the early 90s, when President George H W Bush began the process of including Mexico in the FTA with the USA and Canada (NAFTA). It spread, with other countries signing FTA with the USA and other neighbors.

[@azmanrahim9226]

Americans should invest in Malaysia for manufacturing...recent engineering graduates only cost around USD 650 in factories in Malaysia..fried rice is only USD 2.0 while Mc Donalds Big Macs are only USD 4.00....Malaysia is also good friends with USA and welcomes people who want to live in Malaysia under Malaysia My 2nd Home...if you are adventurous you might buy a condomonium in Forest City Malaysia which is a stones throw from first world Singapore where Jim Rogers the American investor lives....

[@akam1567]

It looks like there is only one country in the world, no second.

[@chillxxx241]

It took nearly 2 mins and 40 secs for the commentator to get to a relevant fact. Nobody in the United States is worried about TSMC not being an American company. The US and other governments are concerned about the supply chain and the potential loss of access to chips should there be another global pandemic or military conflict.

[@charleswomack2166]

That's the one good thing about the pandemic. It appears to have woken up to the threat that the CCP is.

[@christianlazo7462]

!!!!!!!