Tag Archives: Prediction

Bill4DogCatcher’s prediction for 2012 Election results

Making predictions about elections as volatile as 2012 is a sure way to end up embarrassed when it is all over.

There is plenty of time yet for stupid shenanigans and for events to change the playing field.

As I see it now, this will be the 2012 election results on election day: Democrats keep the Senate and pick up 1-2 seats; Democrats take back the House with a slim majority of some 15-25 seats; and President Obama gets reelected with a 5-8% margin and 340-350 electoral college votes.

Third party candidates will draw off no more than 3% of the popular vote.

Since ‘conservatives’ greatly outnumber ‘liberals’ in the USA (40%-21%) then I believe some soul-searching is in order to bring conservatism back as a viable political philosophy … one that even conservatives are willing to vote for, as well as a few moderates.

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Filed under Democratic Party, Election 2012, Elections

2010 Dog Catcher Predictions – The Wars & Terrorism

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The War On Terror
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Al Qaeda has been reborn. The Muslim world will become more radicalized than ever. This is not an indictment of Islam. But if just 1-in-10,000 Muslims become radicalized then Al Qaeda and other jihadist groups can expect to have passive or active support worldwide by 10-15,000 motivated supporters.

The force multiplier for jihadists will be a continued demonstrated willingness to bring violence upon fellow believers that do not cooperate or appropriately support their operations.

Bottomline: the wars in Iraq and Afghanistan are now a distraction. We can’t walk away but ‘winning’ is not a definable concept. Stopping Al Qaeda internationally will be as difficult as it was for pre-Soviet Russia in its multigenerational war against the Anarchists.

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The Wars in Iraq & Afghanistan
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Iraq

It will be a relatively quiet year in Iraq. Economic power has been transferred to a diverse set of Iraqi beneficiaries. It is in their economic interests to put downward pressure on jihadists. Late economic developments in 2009 shows the emergence of a national economic development strategy. An unexpressed part of that strategy is to encourage the U.S. to leave and to give it no reason to stay.

U.S. fortunes in Iraq are best illustrated by the fact that of 24 countries investing in Iraq, the U.S. investment level is barely 1% of total investments. China, France, Russia, South Korea, Thailand and Turkey have heavily directly invested in Iraqi economic development.

The U.S. relationship with Iraq exists almost exclusively within military terms, and Iraq sees the U.S. in the same way. See http://www.dfcinternational.com/files/DuniaPrivateForeignInvestmentinIraq2009UPDATE.pdf — Iraq is not Afghanistan, it is more like Lebanon: with moderation of the most negative internal influences then the nation thrives. Foreign assistance is needed only when those internal divisions get out of control.

Afghanistan

Al Qaeda will focus on demonstrating that it still exists and that it has diversified its operational base — the message being that large armed forces are of limited value in fighting it.

Despite the surge in Afghanistan the Taliban will thrive. It does not need to win military battles to control Afghanistan.

The Taliban share a common trait with Hezbollah: it seeks to win the trust and respect of the ‘core’ of local citizens through through the provision of stability, legal predictability, and essential social services.

Afghanistan’s current national and regional government have neither time nor trend on their side.

The alternative to the surge is a policy of long-term military presence. The Afghani cannot become a nation within a single generation, possibly not in 2-3 generations. An equilibrium of development across tribal areas may bring cooperation of locales, and opposition to the Taliban but there must be trust that we will be there for years to come. Won’t happen. We can’t afford it. The Taliban will wait us out; they will wait out the 2010 elections and the next major phase in their retaking of Afghanistan will be in 2011.

Two scenarios for 2010 are the most likely:

– Scenario #1: U.S. surge forces arrive, conduct fly-the-flag operations with minimal effort to confront Taliban and Al Qaeda forces. There will be some pushback but mostly Taliban and Al Qaeda will stay under the radar. Instead of direct confrontation, the Taliban will focus on small personal strikes against Afghan government targets to undermine confidence in it, and against NATO C4ISR facilities. The goal of both us and them will be to make it through 2010 with minimal confrontation.

– Scenario #2: U.S. surge forces seek out and seek to disrupt Taliban operational capabilities. The objective would be similar to Iraq where surge forces wanted it understood that they were omnipresent and would respond accordingly. In Afghanistan, this will be like throwing rocks at a hornets nest, where the hornets are able to cajole others into joining the fight. The Taliban will respond violently.

One Army estimate (Jan 4, 2010 Army Times) is that this scenario would cost the U.S. casualty rate to rise to possibly 500+ per month beginning in spring and running through next September. The Taliban will respond violently because it wants it understood that this is an all or nothing longterm battle. If it cannot be eradicated then Afghani should be on notice that it will outlast both the presence of NATO forces and the existence of the Karzai govenment. In the minds of the Taliban this is a win-win situation. Perverse but it is a strategy that could work.

The real war on terrorism and against Al Qaeda and friends will be outside of Iraq and Afghanistan, where Al Qaeda Inc. will seem to be everywhere. Al Qaeda wants to be viewed as active and operational across the face of the planet: the message being that they cannot be stopped.

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Filed under Afghanistan, International, Iraq

2010 Dog Catcher Predictions – Employment

If you have well defined skills useful in consulting, starting a small business or have skills of value in your community — with low overhead costs — then 2010 may be when you want to consider self-employment. But don’t quit your day job unless you have to. Experiment.

Salaries should remain stable, unless you change your job. Look for new hires to be offered 5-10% less; salaries in these areas should be remain stable and may actually increase 5%in ND, NE, SD, UT, and VA. One analysis shows jobs growing at the rate of 150-200,000 per month between March and June 2010; this is too positive for me, my expectation is that job losses will continue but slow (more on that later).

Professionals going back to school, and able to demonstrate continued growth in skillsets and industry knowledge will be in demand. EDUCATION IS IMPORTANT. Throughout the entire recession, those will BA/BS degrees still enjoy a less than 6% unemployment rate — meaning that most people that want a job can find one within 2-6 weeks.

The Great Recession has been/will be hard on those that are young (under 30) and poorly educated.

The labor market will continue to reward age over youth, except where age thinks too highly of itself and prices itself out of consideration. In highest demand: those with crossover skills in I.T., education, medical and ‘enterprise’ systems.

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Jobs and Employment
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Jobs – What you see now is what you will generally get through 2Q 2010. Michigan can’t get any worse but look for more bad news in Florida, South Carolina, and Tennessee. Possibly much worse. These states have fairly large populations and nothing of value that the rest of America needs to buy. Look for improving economies in California and Virginia. Virginia will be a bright spot.

!!California? Yes. California is unique in that much of its economic problems are caused by continued reverberations of Proposition 13 from 1978 which limited how the state and municipalities taxes its citizens. California is actually awash in untaxed money. California also has some very interesting green energy projects that would cause its costs to drop but create cash flow into state coffers inasmuch as the state is funding these green energy initiatives.

Nationally – one area of job losses: local and state government. Tax revenues and property taxes will continue to fall. States and municipalities just cannot maintain the status quo.

For fans of Texas, Texas’ future is closely tied to the value of energy. It did fairly well throughout the 2000s, but with a plunge in energy prices Texas took a strong hit in late 2009 (4Q -2.9%). Texas is highly reliant upon national funding for maintenance of much of its infrastructure. With no state income tax Texas relies heavily on high sales taxes (8 1/4 % in many locales) to fund municipal and state operations.

Unemployment will begin to climb in many areas as 3Q 2010 approaches — failure to grow jobs will have the same effect laying people off: increasing unemployment. The economy requires job growth of 100,000 per month just to keep with up population growth.

Tightening credit and tight-fisted consumers will almost strangle the non-essentials marketplace. Stress testing of the banks has shown that many, maybe most, cannot survive sustained 10% unemployment levels (6-9 months). With no safety net of another bailout, banks will just stop lending to maintain reserves capable of cushioning rising mortgage and loan defaults.

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Filed under Economic Recovery, Economics, Employment, National Debt