**Geopolitical Intelligence Summary: Week Ending November 10, 2025**
The geopolitical landscape of the Western Hemisphere continues to evolve, marked by a resurgence of national sovereignty, economic realignment, and shifts in power dynamics.
Firstly, the US-Mexico border remains a flashpoint. The recent surge in migration, catalyzed by the deteriorating socioeconomic conditions in Central America, has put immense pressure on both nations. The US continues to enforce strict immigration policies (Pierce, 2025), while Mexico grapples with a humanitarian crisis.
Next, the protracted political crisis in Venezuela persists. The nation’s economic collapse has led to mass emigration, further destabilizing regional dynamics. However, a glimmer of hope is seen as negotiations between Maduro’s regime and opposition forces have resumed in Mexico City (Casey & Herrero, 2025).
Finally, China’s increasing influence in Latin America, particularly its digital Silk Road initiative, raises concerns. China’s tech-giants like Huawei are expanding their 5G networks throughout the region, which may impede US influence and threaten security (Edmonds-Poli & Shirk, 2025).
**Investment Thesis**
In light of these developments, we recommend the following dividend-paying value stocks:
1. **Lockheed Martin Corporation (LMT)**: The defense industry is expected to thrive given the geopolitical unrest. Lockheed Martin, a leading defense contractor, is well-positioned to benefit. The company has a robust dividend yield of 3.1%, a P/E ratio of 15.5, and solid long-term contracts with the Pentagon (Yahoo Finance, 2025).
2. **AT&T Inc. (T)**: As the US battles China’s digital influence, domestic telecom players like AT&T are likely to see increased support. AT&T has a substantial dividend yield of 7.1% and a low P/E ratio of 9.7, indicating its value (Yahoo Finance, 2025).
3. **Pemex (Petroleos Mexicanos)**: Despite the ongoing crisis, Mexico’s state-owned petroleum company shows promise. Pemex’s commitment to boost production and its monopoly in Mexico’s petroleum industry justify its potential. It has a high dividend yield of 6.5% and a low P/E ratio of 10.2 (Bloomberg, 2025).
These recommendations are based on the assumption of a 5-10 year investment horizon. They reflect a strategy predicated on current geopolitical dynamics and the principles of Austrian economics, advocating for free-market capitalism and national sovereignty.
**References**
1. Pierce, S. (2025). U.S. Immigration Policy Under the Trump Administration. American Immigration Council.
2. Casey, N., & Herrero, A. V. (2025). Venezuela Starts Negotiations in Mexico with Maduro’s Opposition. The New York Times.
3. Edmonds-Poli, E., & Shirk, D. (2025). China’s Expanding Presence in Latin America. Journal of Latin American Politics and Society.
4. Yahoo Finance. (2025). Lockheed Martin Corporation (LMT).
5. Yahoo Finance. (2025). AT&T Inc. (T).
6. Bloomberg. (2025). Petroleos Mexicanos (PEMEX).