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President Obama may not say so explicitly in his State of the Union address, but his foreign policy is poised to shift significantly in his second term. The shift is the result of an ongoing debate between two camps that I call 'restrainers' and 'shapers.' Restrainers and shapers sharply disagree about the threats to the United States and this leads to very different views about how to engage the world -- and it may well lead to a division within the Democratic Party.