 Last month, China dropped off from being the number one country from which the United States imports. So the United States had traditionally, China comprised about 20% of all imports into the United States with Chinese companies. Over 20%, 22%, 23%. I mean, significant numbers, almost a quarter of all the goods and stuff that the United States imports, it imported from China. As of July, not August, July, China constitutes 14.6%. So it's a massive decline with billions and billions of dollars. And this has started in 2018. And it's really accelerated since 2021. And we're down to 14.6%. And what has happened is that the number one nation whose businesses are exporting to the United States is now Mexico, which makes a lot of sense. Mexico is right here. It's close. So it's Mexico now, then China, and then Canada, all very close to one another in terms of the percentage that the United States imports from them. Mexico now is about 15%. China is about 14.6%. Canada, it looks like it's about 13%, something percent. So you've got a real shift happening in terms of trade, in terms of where the United States is importing the stuff that we consume. And what is happening is as buyers in the United States shift away from China, try to diversify supply chains, try to protect themselves from the potential for a war in Taiwan, a potential for, I don't know, some kind of economic crisis between the United States and China, sanctions, things like that, more and more companies are not moving production to the United States. What they're doing is they're moving production to places like Mexico, to some extent Canada, but primarily to Mexico. You're seeing a massive increase in the building of industrial parks, warehouses, all over Mexico, particularly in the north, in Baja, but also in Nuevo Leon, which is borders with basically Texas. But also in Chujar, I can't pronounce these places. Anyway, in the north of Mexico, also in the central of Mexico city and in the state of Mexico, just compared to the country, and in other parts of Western and Southern Mexico, basically across Mexico, there is a significant increase in economic activity, in building. Mexico generally is doing shockingly. I mean, really surprisingly, doing really, really well in spite of having a corrupt socialist leader as president of Mexico. Mexico has seen a surge of exports, primarily to the United States. It also has really the strongest currency in the world this year, stronger than the dollar, which is very unusual. So it has performed better than the dollar. The dollar's weakened as compared to the Mexican currency. There is a huge amount of foreign direct investment. It's a 40% in 2023 versus last year. And that's a consequence, again, of people diversifying supply chains, moving supply chains closer to the United States, becoming less dependent on China. And Mexico is a massive beneficiary of this. One could only imagine how well Mexico would be doing economically right now if it didn't have a socialist president, if it had even semi-free market policies as part of its economic policies. Tesla is building a proposed $5 billion factory in Mexico. So not since NAFTA has the country attracted so many investors, so much investment into Mexico. And we'll see. Mexico often blows these opportunities. This is a real opportunity for Mexico, whether it blows it because of horrible economic policies or whether the drug war goes out of control or something else, people resist making those investments. This could be unique. This is a unique opportunity for the Mexican economy. And the real challenge is, will they take advantage of it? Or will the corruption and the socialism of the authorities in Mexico undermine? Now, it appears that in the election, which I think is happening early next year, the two candidates, the candidate of the ruling party, the more socialist party, is I think the former, the mayor of Mexico City. And the opposition party is both women. So you're going to have a woman president for the first time in Mexican history next year. Clearly, the opposition candidate seems better than the ruling party candidate. But if this economic boom is a reality and continues, that might be an issue. The current president, Andrey Manuel Lopez Obrado, has repeatedly clashed with business interests, repeatedly clashed. He's a socialist after all and constantly is trying to regulate and control and break up. And if Mexico is going to take advantage of this massive amount of investment flowing into the country, it's going to need better business practices. Hopefully, the opposition could win. And hopefully, that victory will lead to a better, more prosperous Mexico. A more prosperous Mexico is great for America. More trade with Mexico is great for America. More building, more creation in Mexico. Fantastic for America. Among many, many things, it reduces the pressure on the border. We haven't really had positive net Mexican migration into the United States since the great financial crisis in 2008. Mexicans left America and went back to Mexico during the financial crisis. And very few have come back. So I don't think that's particularly good for the US. But it's good for all the craziness at the border not to have illegal immigrants from Mexico. The reality is, for Mexico these days is that plenty of opportunities in Mexico, they don't have to travel north. But they might be, if Mexico can actually embrace policies that lead to an economic boom, then Guatemalans, and Venezuelans, and others might decide to settle in Mexico because there are job opportunities there. Now, you've also got a low and order problem in Mexico that they're going to have to deal with at some point. This administration in Mexico has no interest in dealing and they basically cut deals with the cartels. I don't know if a future administration can do will and can't do any better.