In this abbreviated, Father's Day Episode, I discuss a few of the topics focused on in the last few months and add new information or perspectives.
Specifically, I look at the "final" results from the Mexican elections and discuss the near super majority of the MORENA party in Mexico's Congress. I also examine the continuing responses by the Mexican markets to MORENA's dominance in the elections.
I also discuss institutional reforms proposed by AMLO, which President-elect Sheinbaum seems to support.
I also consider recent data indicating that 2023 was the first year in many to experience a decrease in the number of drug overdoses and propose possible explanations for that change.
Finally, I look at recent reports that both El Mayo and El Mencho are close to death and consider the potential ramifications if one or both of these cartel leaders passes.