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Whether it be by demographics, credit collapse, Taiwan invastion, or just authoritarian incompetence, the world and especially the US are moving away from China-centric manufacturing.

The US needs to get its drug war policy in line, but so much is on the line that I think the cartels are going to become a point of "special emphasis" in the coming decade. Mexico is going to become the center of manufacturing for the US in all likelihood.

The cartel/drug civil war will come to an end as part of a broad sweep of investment and interest by the United States. I just don't see the cartels maintaining their political/corruption power when the stakes become so much higher.

The cartels either need to legitimize, or they'll probably get a healthy dose of US military forces attention and be ground to dust.




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