Peter Zeihan

Doesn't exactly fit on a bumper sticker, but yeah, that broadly works.

You got two big things that are going on.

Number one, in the globalized world, it's all about who you can access safely.

And in the Western hemisphere, we really don't have to worry about any security threats from a trade point of view.

So people always talk about, oh, if the U.S.

and China get into a war, won't that be bad for X, Y, or Z?

I don't mean to suggest it would be a piece of cake, but the Chinese are dependent on trade and we're not.

It's really that simple.

And if we can nail down Canada and Mexico in a productive relationship, you know, we used to call that NAFTA or NAFTA II.

We're now having second thoughts.

That's half the hard work right there.

In addition, we export food, we export energy, the Chinese import both biggest in the world, in fact.

And so maintaining supply chains for us is an issue of building the industrial plant.

And while you can't just wave a magic wand and make that happen overnight.

We've done this several times before.

Every country on the planet has.

Of course we can do it again.

It would just be nice if we started sooner rather than later.

The other piece is that the Chinese stopped having babies about 45 years ago.

And they're now on the verge of running out of 50-year-olds.