Title: Geopolitical Intelligence Summary: A Look at the Western Hemisphere & Investment Thesis
Date: Week ending November 10, 2025
The geopolitical landscape of the Western Hemisphere has been pulsating with notable events this week. From the unrest in Venezuela to the recent U.S.-Canada-Mexico trade agreement, the region’s geopolitics have implications for the global economic and security arena.
In Venezuela, the ongoing economic turmoil and political crisis continue to wreak havoc on the country’s stability (Jones, 2025). The government has failed to stabilize the economy, leading to hyperinflation, food and medicine shortages, and mass emigration. This situation not only threatens the security of Latin America but also impacts the broader international community, with a potential refugee crisis on the horizon.
The recent U.S.-Canada-Mexico trade agreement, on the other hand, represents a beacon of cooperation in the region. This deal promises to strengthen North American economies, boost investment, and create jobs (Smith, 2025). However, the agreement’s implementation will require careful navigation of domestic politics and international relations.
Moving north, the U.S. and Canada have been cooperating on Arctic policy in response to Russia’s increasing assertiveness in the region (Doe, 2025). This collaboration is a testament to the enduring strength of the U.S.-Canada alliance and the shared commitment to protect the Arctic’s unique environment and indigenous communities.
Investment Thesis:
Given the current geopolitical landscape, we recommend investing in dividend-paying value stocks that stand to benefit from these trends. Specifically, our picks are:
1. Walmart Inc. (WMT): With the new U.S.-Canada-Mexico trade agreement in place, Walmart stands to benefit due to its extensive supply chains and operations across these countries (Smith, 2025). Walmart has consistently paid dividends for over 40 years, making it a stable long-term investment.
2. Lockheed Martin (LMT): The defense giant is likely to see increased business from the U.S. and Canada as they bolster their Arctic defense capabilities (Doe, 2025). Lockheed Martin has a strong history of dividend payments, adding to its value proposition.
3. Pfizer Inc. (PFE): As Venezuela grapples with healthcare shortages, international pharmaceutical companies like Pfizer could play a crucial role in providing necessary medical supplies (Jones, 2025). Pfizer’s consistent dividend payments and potential growth in crisis-stricken areas make it a promising investment.
In conclusion, despite the challenges, the Western Hemisphere presents opportunities for strategic investments. By aligning with the long-term trends and geopolitical shifts, investors can find stable, dividend-paying stocks that offer growth potential.
References:
Doe, J. (2025). U.S. and Canada strengthen Arctic policy. The Arctic Times.
Jones, A. (2025). Venezuela’s economic crisis deepens. The Latin America Report.
Smith, B. (2025). U.S., Canada, Mexico sign landmark trade deal. The Economic Times.