Forecast 2009 Part 3 President Obama and the Stimulus Package
January 12th, 2009
It is interesting that central to the U.S. view of the global economy is the inauguration of President Obama and the passage of a historic stimulus package by Congress. Given that the world is awash in economic fear the potential for hope and a sense of direction has been hard to find. Since the current economic meltdown is something we want to change, and since that word has been synonymous with Obama, there is a lot of hope for a good start to his Presidency, and in his stated desire for a $1 trillion dollar stimulus package over the next two years.
As all prognosticators look ahead to this new year, it is clear that the place to look for our financial future for the next couple of years is Washington, not New York .
Politicians of both parties and most U.S. citizens are so scared or nervous about the economy melting down even further that there seems to be wide support for the Federal Government to spend whatever is necessary to get us out of this mess before it becomes even more catastrophic. I find it interesting that economists of all stripes have come together is a loose consensus that the way out of this dangerous economic situation is massive spending by the government. I certainly don’t disagree, but I have significant reservations about what Congress will pass and President Obama will ultimately sign.
The position here is that if the U.S., and therefore to a great degree the global economy is …
Convergence and Connectivity in the Home
September 1st, 2008
Last week the Internationale Funkausstellung was held in Berlin. This is the largest consumer electronics convention in Europe, equaling and perhaps surpassing the CES show that occurs every January in Las Vegas. One of the central themes behind major new product launches was the Internet and the central role it is now beginning to play in the wirelessly networked home.
This has been something that has interested me for years and a subject about which I have written here and here in this blog. As recently as five years ago, the topic of convergence was a speculative, hot one in media and technology circles. The convergence discussed then was would there be convergence of the computer and the television? Would people ever fully accept viewing television content on the computer? Well we now have the answer to that loud and clear: yes! Even Steven Jobs doubted this would happen. He famously said that the profound difference between computers and televisions was that people leaned forward when interacting with computers and leaned back when watching television and that therefore this content convergence would not happen. Well it did.
Now this convergence is combining with wireless connectivity to begin to change the connection of technology in the home. The long predicted vision of technologists and futurists of the home of the future where everything is connected and can be monitored and controlled is now beginning.
Sony introduced plug-in adapters to allow some of its Bravia television sets to connect wirelessly to the …
Accelerating Electronic Connectedness – Internet Usage in China and the United States
July 28th, 2008
It was just reported that, as expected, there are now more Internet users in China than in the U.S. As of last month there were 253 million Internet users in China as compared to 220 million in the U.S. What is striking is that in just the last year, the number of new users in China was 90 million, or a growth rate of more than 50%. That annual increase in users is more that the total number of users in most countries in the world.
There are several interesting aspects to these numbers. Of course, since China is the most populous country in the world with more than 1.3 billion people, it will ultimately have more of most any category of people, based on size alone. It is interesting that there seems to be an age divide in China. Not only are 70% of the country’s internet users under the age of 30, 90% of the new users in the last six months were high school students. This reflects the fact that the booming economy in China is led and fueled by those under the age of 40 as many of the older generations are still anchored in the past.
It is possible that, if current growth rates continue, China could have twice as many Internet users as the U.S. within two years. It is when that happens that Internet usage in China will bring about significant change. The 253 million Internet …
Future Forecasts – Culture
July 23rd, 2008
There have been many cultural changes so far in 2008. Some of these changes are in response to the rapid increase in the price of oil and other commodities. Some of these changes have been due to technological innovations. In both cases new behavior patterns are being established that will, to some degree become permanent and will create new dynamics in certain industries. Today we take a look at some of the predictions made here last January.
Shopping
The predicted shopping trends predicted were written with a long term view. What is interesting is that the high price of gasoline has accelerated the speed of implementation of some of the forecasts. On shopping, this column forecast:
“Shopping behavior will noticeably change……purchases will go down per capita. This will due to belt tightening but also due to the effect of the explosive growth that on-line sales will now have on off-line sales.”
This forecast was based both upon the long term up trend of on-line shopping but also upon the short term pessimism felt about the economy. When people feel uncertain about their economic future they cut back on major expenses. This explains the significant decline in auto sales this year and the bankruptcies of several retail chains. What has been interesting is the reality that much of the growth in on-line sales at the expense of off-line sales is due to $4. a gallon gasoline. When one can order on-line and have the merchandise delivered with low cost or free shipping, it is cheaper …
Forecast for 2008
January 9th, 2008
This is the second year for Evolution Shift to present you with a general forecast and somewhat more specific predictions for 2008. The forecast for 2007 is here for those wanting to check out the accuracy of what was predicted for last year. In addition I made some transitional 2007/2008 predictions last week, tying up the year end.
We are now leaving the Information Age and entering the Shift Age. The transition between these two ages began in 2006, gathered speed last year and will be even more fully felt in 2008 and 2009 when it will generally be understood that we in fact are living in a new age. This is the underlying dynamic that is shaping most of the general trends and some of the specific trends and predictions below.
General Trends and Dynamics
1. The Flow to Global will continue to accelerate. Humanity is now entering its’ global stage of evolution. Ultimately the only boundary will be planetary. The global economy is the first stage of this dynamic. This flow is the underlying force of many of the changes, disruptions and reorganizations that are going on. It is also why many of the traditional terms, measurements and definitions used for the past few decades no longer seem quite right. Barometers and cause and effect relationships of the recent past seem less valid year by year. We are no longer in the 20th century or the Information Age, therefore new terminology and reference points are needed..
2. The Flow to Individual …











