Random thoughts
Jan. 29th, 2017 10:52 am- the Trump administration will try to replicate Israel's approach to national security: entry-exit controls, walls, surveillance, siege mentality, etc.;
- high-tech companies will be divided into those who suck up to Trump (Tesla, Oracle, IBM, etc.) and those who oppose government surveillance efforts (Google, Facebook, Apple..); there will be court fights over access to user data; tech will lose;
- multiple lawsuits, trying to get Trump testify under oath;
- government regulations/deregulations will be introduced as "betas", i.e. lots of bugs and confusion, some of which will be corrected later; loopholes;
- new healthcare legislation will be full of holes and will hurt the poor;
- a restriction on abortion rights;
- police brutality;
- protests, demonstrations, polarization;
- Bannon's war on the media;
- protectionism for manufacturing, possible loss of exports, inflated employment numbers;
- ecological damage;
- the tourism industry will have to reorient toward domestic consumers;
- increases in budget deficits, inflation;
- bitcoin ?
- large public universities will suffer from reduced funding;
- biotech is a big question: 1) deregulation +; 2) talent influx from universities+; 3) cost controls -;
- a trade war with China;
- a trade war with Europe;
- an alliance with Russia;
- a conflict (hopefully, non-military) with Iran;
- a likely rise in oil prices to increase revenues and to hurt China/Europe/Japan;
- a recession at around 2018;
- a minor war in the ME;
- India as a counterweight to China;
What else?
- high-tech companies will be divided into those who suck up to Trump (Tesla, Oracle, IBM, etc.) and those who oppose government surveillance efforts (Google, Facebook, Apple..); there will be court fights over access to user data; tech will lose;
- multiple lawsuits, trying to get Trump testify under oath;
- government regulations/deregulations will be introduced as "betas", i.e. lots of bugs and confusion, some of which will be corrected later; loopholes;
- new healthcare legislation will be full of holes and will hurt the poor;
- a restriction on abortion rights;
- police brutality;
- protests, demonstrations, polarization;
- Bannon's war on the media;
- protectionism for manufacturing, possible loss of exports, inflated employment numbers;
- ecological damage;
- the tourism industry will have to reorient toward domestic consumers;
- increases in budget deficits, inflation;
- bitcoin ?
- large public universities will suffer from reduced funding;
- biotech is a big question: 1) deregulation +; 2) talent influx from universities+; 3) cost controls -;
- a trade war with China;
- a trade war with Europe;
- an alliance with Russia;
- a conflict (hopefully, non-military) with Iran;
- a likely rise in oil prices to increase revenues and to hurt China/Europe/Japan;
- a recession at around 2018;
- a minor war in the ME;
- India as a counterweight to China;
What else?