Magic 8-balling in a post-fact world

by jbkeenanjr

it’s hard to lift one’s boat when the tide is going out

 

Yogi Berra, the future ain’t what it used to be!

How can we possibly navigate in this chaotic world for the next four years? Oh some use a Magic 8 ball, while others turn to Ouija boards . 

VIKRAM MANSHARAMANI says:

 

Slow growth and widening inequality continue to spur populist uprisings around the world

inequality increases

U.S. economy into a recession 

defense industry booms

permafrost melts releasing plague

emerging global middle class

Saudi Arabia teeters on the edge of instability as Mohammed bin Salman attempts to wean the kingdom off oil

Mass consolidation takes place in the cyber security market

economic growth persistently anemic 

Capital leaves South Africa

Currency wars intensify

Latin America rebounds on the back of a boom in agricultural commodities

Technological innovation accelerates

China’s economy continues to decelerate

Consumers begin demanding livestock be raised without the use of antibiotics

Rapidly rising populations in Africa and India

OPEC agrees to again cut oil production

Passive investing begins losing its appeal as active managers take advantage of these distortions to outperform indices

 

 “There are two types of forecasters: those who don’t know and those who don’t know they don’t know.” John Kenneth Galbraith:

 

VIKRAM MANSHARAMANI  January 4, 2017

http://www.pbs.org/newshour/making-sense/17-developments-watch-2017-next-five-years/?google_editors_picks=true

 

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