Most Popular
1. Banking Crisis is Stocks Bull Market Buying Opportunity - Nadeem_Walayat
2.The Crypto Signal for the Precious Metals Market - P_Radomski_CFA
3. One Possible Outcome to a New World Order - Raymond_Matison
4.Nvidia Blow Off Top - Flying High like the Phoenix too Close to the Sun - Nadeem_Walayat
5. Apple AAPL Stock Trend and Earnings Analysis - Nadeem_Walayat
6.AI, Stocks, and Gold Stocks – Connected After All - P_Radomski_CFA
7.Stock Market CHEAT SHEET - - Nadeem_Walayat
8.US Debt Ceiling Crisis Smoke and Mirrors Circus - Nadeem_Walayat
9.Silver Price May Explode - Avi_Gilburt
10.More US Banks Could Collapse -- A Lot More- EWI
Last 7 days
US Interest Rates - When WIll the Fed Pivot - 1st Mar 2024
S&P Stock Market Real Earnings Yield - 29th Feb 2024
US Unemployment is a Fake Statistic - 29th Feb 2024
U.S. financial market’s “Weimar phase” impact to your fiat and digital assets - 29th Feb 2024
What a Breakdown in Silver Mining Stocks! What an Opportunity! - 29th Feb 2024
Why AI will Soon become SA - Synthetic Intelligence - The Machine Learning Megatrend - 29th Feb 2024
Keep Calm and Carry on Buying Quantum AI Tech Stocks - 19th Feb 24
How to Profit from the Global Warming ClImate Change Mega Death Trend - Part1 - 17th Feb 24
Why Rising Shipping Costs Won't Cause Inflation - 17th Feb 24
Intensive 6 Week Stock Market Elliott Wave Training Course - 17th Feb 24
INFLATION and the Stock Market Trend - 17th Feb 24
GameStop (GME): 88% Shellacking Yet No Lesson Learned - 17th Feb 24
Nick Millican Explains Real Estate Investment in a Changing World - 17th Feb 24
US Stock Market Addicted to Deficit Spending - 7th Feb 24
Stocks Bull Market Commands It All For Now - 7th Feb 24
Financial Markets Narrative Nonsense - 7th Feb 24
Gold Price Long-Term Outlook Could Not Look Better - 7th Feb 24
Stock Market QE4EVER - 7th Feb 24
Learn How to Accumulate and Distribute (Trim) Stock Positions to Maximise Profits - Investing 101 - 5th Feb 24
US Exponential Budget Deficit - 5th Feb 24
Gold Tipping Points That Investors Shouldn’t Miss - 5th Feb 24
Banking Crisis Quietly Brewing - 5th Feb 24
Stock Market Major Market lows by Calendar Month - 4th Feb 24
Gold Price’s Rally is Normal, but Is It Really Bullish? - 4th Feb 24
More Problems in US Regional Banking System: Where There's Fire There's Smoke - 4th Feb 24
New Hints of US Election Year Market Interventions & Turmoil - 4th Feb 24
Watch Consumer Spending to Know When the Fed Will Cut Interest Rates - 4th Feb 24
STOCK MARKET DISCOUNTING EVENTS BIG PICTURE - 31st Jan 24
Blue Skies Ahead As Stock Market Is Expected To Continue Much Higher - 31st Jan 24
What the Stock Market "Fear Index" VIX May Be Signaling - 31st Jan 24
Stock Market Trend Forecast Review - 31st Jan 24

Market Oracle FREE Newsletter

How to Protect your Wealth by Investing in AI Tech Stocks

5 Trends That Will Shape the Next Decade

Economics / Global Economy May 25, 2017 - 10:51 AM GMT

By: John_Mauldin

Economics

In a typically ebullient presentation at Mauldin Economics’ 2017 Strategic Investment Conference on Tuesday, author, analyst, and trend-spotter Pippa Malmgren laid out key trends set to shape the early part of the 21st century.

Overall, the future is bright enough to need shades but also sunblock, according to Malmgren. The key thing we need is situational awareness. “Nobody saw the financial crisis, Brexit, or Trump coming,” she said. “I did. Not because I’m smarter than anyone else, but because people insist on looking at the world through a mathematical lens. This is a terrible mistake.”


Here’s the world through Malmgren’s lens:

  1. A Debt Solution for the Ages

How do you deal with a debt problem that’s so toweringly big that it cannot be paid down? For Malmgren, the answer could lie in blockchain technology. “Inflation won’t fix the debt problem,” Malmgren told the crowd. “What do you do? You can abandon the entire system of money and accounting.” It may sound unlikely, but given that as of Q3 2016, the world is awash with $217 trillion of debt—roughly 325% of the world’s GDP—it’s time to think the unthinkable.

  1. One Belt, One Road

China is going through a reinvention by determinedly pursuing its One Belt, One Road strategy. It involves building demand for Chinese products and skills abroad—across central Asia to the Middle East and Europe and across the “Maritime Silk Road,” which runs to the Middle East, Africa, and even Latin America.

  1. Uber in the White House

Malmgren’s theory on Trump is that “he’s the Uber of politics.” “His whole purpose is to displace, disintermediate, and remove the traditional centers of power,” she said. “He is doing it incredibly well.” Whatever you think of the president personally, she added, it is clear that he is attempting to shrink Washington. When Malmgren worked in the White House under Reagan, 40 people were on the National Security Council. Under Obama, this number bloated out to 400. “So, unfilled seats under Trump are not a problem,” she added.

  1. Mexico is the new China

If you’re an investor searching for growth in a world of over-valued stocks and geopolitical uncertainty, there is one region you should be zeroing in on, Malmgren said. “Texas, Mexico, and the Midwest corridor—that area is the most dynamic part of the world.”

  1. Look for the Arc of Steel

More ink has been spilled over Russia’s intentions now than at any time since the Cold War. Their intentions are clear, however, Malmgren said. They have just completed a military base in the Arctic—the Arctic Shamrock, one of about 100 that they are establishing in the Arctic in a land grab of resources. It’s part of their Arc of Steel, a line of construction from the Arctic to the Mediterranean and stretching into North Africa.

Get Live Updates from the Sold-Out 2017 Strategic Investment Conference

Don’t miss out as some of the world’s leading asset managers, geopolitical experts, and Federal Reserve insiders, including John Mauldin, George Friedman and Ian Bremmer, discuss how to assemble a winning portfolio for the Paradigm Shifts now destabilizing the world. Click here to tune in.

John Mauldin Archive

© 2005-2022 http://www.MarketOracle.co.uk - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.


Post Comment

Only logged in users are allowed to post comments. Register/ Log in