Playing the Indian Card

Friday, December 27, 2019

Predictions for 2020




I’m probably absurdly optimistic, but I have an intuition we have turned a corner.

UK former speaker John Bercow put out a Christmas message in which he called for greater civility and no more demonizing those with whom you disagree.

This seems notable, because Bercow was a notorious “Remainer,” and stands accused of twisting the Commons rules in aid of the Remain cause. The Remainers in general were guilty of slandering Nigel Farage, Boris Johnson, and the Brexiteers as racists and fascists.

It looks a bit like a concession speech. The left-wing elite may understand that their popular support has abandoned them, and they now risk being on the receiving end of the sort of treatment they have dished out.

It may not be related, but I was also surprised to receive friendly responses from several old friends to whom I sent electronic Christmas cards—who had previously unfriended me over political differences.

The shift may happen suddenly, after all. Gandhi tracked it, or someone; we generally attribute the quote to Gandhi: “first they ignore you, then they mock you, then they fight you, then you’ve won.”

This is clearer in the UK than in North America, thanks to Johnson’s big election win; but we are all now tightly bound together in the Anglosphere—an illustration of why an English-speaking union makes sense. The shift of the working class in the north of England looks like the shift of the upper Midwest working class to Trump last US election.

Both shifts look historic, a paradigm change. Regular folks are leaving the left electorally.

So let’s go ahead and make some crazy optimistic predictions, on the premise that the paradigm has shifted.



China’s government falls. I’ve been predicting this since the nineties. But as the Chinese living standard rises, it gets more probable every year: there is a point, at about $10,000 per person per annum GDP, at which the middle class will no longer tolerate and need no longer tolerate dictatorial rule. China is close to that.

The CPC has now been in command for 70 years. That’s the point at which the Soviet Union ran out of social capital. There may be something in that number—it is the point at which all the original generation that supported the revolution has passed on.



My Chinese friends always said the regime would stay so long as the economy was good; but if it turned sour, they could command no residual or ideological loyalty. No more mandate of heaven. The Chinese economy is hitting a demographic hurdle, thanks in large part to the one-child policy. They cannot compete on cheap labour any longer.

Moving away from China, the rise of social media is cleaning things up everywhere. Corruption has always been the main reason the underdeveloped world is underdeveloped. But now the average person can record functionaries misfunctioning, and post the results for all to see. This is causing corruption to be rapidly rooted out in the Philippines, and probably elsewhere. Either governments prosecute when this is uncovered, or governments get overthrown.



Social media is also making it easier for opposition groups to organize and communicate. Flash mobs can appear at any moment to protest. The Arab Spring demonstrated the potential--but may have been only a dress rehearsal. In a way, the recent British election was another consequence: people are no longer taking the lead of the media.

So we are seeing lots of people in the streets, in lots of countries. Any given regime might go down.



Who is most likely to fall? Surely Iran is a prime candidate. Putin in Russia. Both have seen close calls in the recent past. Both must be reeling from the decline in oil revenue. Either would have vast significance in geopolitical terms.

I think Saudi Arabia also needs to be on that list. For them, too, the oil money is running out. During the Arab Spring, they bought peace. They can’t do it a second time.

Now imagine two or three of these governments fall in the next year: Russia, Iran, China.

Trump then wins reelection against Bernie Sanders in something like a landslide. The Democrats will be left in the same kind of disorder as Britain’s Labour Party.

Yes, I’m predicting Bernie Sanders will be the nominee. See my argument in a previous post. And I do not think this would be a mistake; I think he would do as well as anyone running in the general election. But barring a big recession, I think Trump is unbeatable. If, say, China and Iran go down, he’s going to have an easy win.

Britain is now going to leave the EU. I predict there will be no dire consequences; Britain’s economy will thrive. Once out, it is in Europe’s interest to make a new trade deal. If the EU does not act quickly and enthusiastically, pressures will build for other countries to pull out—the UK is too important to them. At the same time. new trading opportunities will open up beyond Europe.

I hope to see negotiations begin almost immediately on a trade deal with the US and Canada that will, in effect, bring in Britain as a member of NAFTA. Negotiations will begin on something with India too. Maybe a joint deal with Canada, Australia, and New Zealand.

In Canada, the electoral forecast seems murky. The Conservatives, in the middle of a leadership race, are not going to want to force an election soon. The NDP is out of money, and so are not going to want an election. The BQ had a surprisingly good result last time, and probably cannot expect to do as well again; so they are not going to want an election. This will sustain a now quite unpopular government in power.

This will increase voter frustration with the Liberals—and discredit the other parties for seeming not to offer an alternative. The Tories will probably reinforce this impression of lack of choice by turning to a more moderate leader. On present form, the NDP platrform will not be much different from the Liberals.

I predict, when an election does come, this should produce a breakthrough for Maxime Bernier and the PPC. They will look like the only real protest vote.

As a result, the Liberals probably get to stay in power…. But if we are really seeing a paradigm shift, we may instead see the two biggest parties suddenly both being on the right, as has happened in Europe. The centre might abandon the Liberals for a similar Tory platform, on the grounds of general corruption and disgust, and the angry protest vote, which can generally as easily go left or right, goes Bernier. Then the Tories may come to power by forming a coalition with either the PPC to their right, or the Liberals to their left.

We are due, even overdue, for some significant medical breakthroughs thanks to our growing knowledge of the human genome and to CRISPR. I expect some major development in the new year. Why not some promising new treatment for cancer, or something to notably slow the aging process?

Hi-tech is less easy for me to predict than it used to be, now that it has become so diffuse and pervasive. I think the underlying logic of the Internet works against the big monopolies that have developed. I expect the march of technology and increasingly bad PR is going to pull Google/Alphabet and Facebook down to size. I think Amazon still has legs and should continue to strengthen. I think Elon Musk is mostly a good vapourware salesman, and Tesla is going to go under.

AI is going to start replacing white-collar jobs.

Please bear in mind that all predictions are almost always wrong, and I have a no better track record than the experts.


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