Mexico's Claudia Sheinbaum

85% approval rating?!?!?!?!

Given her 85% approval rating six months after taking office is simply unheard of, this is wartime president levels of support.

This is VERY good news in my eyes. China has systemic problems that no set of policies can counter. They are going to have serious trouble and if we need a workshop (we do), Mexico is it.

Last year I had a gig looking at the copper mining issues in Panama. Part of that was checking out the Mexican coast to coast railway they are building. It will be good for our hemisphere to see that project completed.