Showing posts with label AIIB. Show all posts
Showing posts with label AIIB. Show all posts

20150325

2016 - Recyclable Expendables


Ted Cruz and his wife launched this stand up comedy season: Heidi's Goldman Sachs story and Ted's Obamacare flip-flop set the bar relatively high.


as a friend put it, Heidi makes serious dough
Sad to see this nut crack so soon: with Cruz, GOP primaries would be so much more fun to follow! We're not sure Rick Perry will return or Donald Trump go for it, and John Kasich is by no means SNL material.

The main question is: after John McCain and Mitt Romney, will yet another 'fake-moderate' win? For the conservative base, Chris Christie is too billclintonish, Mark Everson too joebidenish, Jeb Bush too Bush, Bobby Jindal too weak, Scott Walker too hollow, Marco Rubio too latino-alienated, Lindsey Graham too dovish (and gay), Ben Carson too... well, you know, not Latino enough? (even if his anti-gay score looks perfect)...

Will the Tea Party decide? No, Rand Paul is too curly and pro-gay-rights.
Will theocons decide? Yes, Mike Huckabee can sing. And seize any opportunity.
Will Netanyahu decide? Hillary is AIPAC-friendly anyway. And it could be worse: Shinzo Abe is the next in line for a speech at the Congress...

If a fake-moderate wins, they might be forced to pick yet another ayatollah as a running mate - of the theocon flavor like Sarah Palin, of the tea party variety like Paul Ryan. Another cycle wasted for the fake-moderates running for a Veep spot, unless Carly Fiorina or Rick Snyder join the early stages of this Love Boat Season 2016.

In a best case scenario, the GOP selects two lukewarm nobodies covering all gender-race-age bases, and easily wins on a Anyone-But-Hillary platform.

Speaking of the Democratic primaries... only Al Franken, Wendy Davis, or Nick Hanauer could spice them up. That, or health issues for Hillary that would open the door to Elizabeth Warren, Andrew Cuomo, Joe Biden and all. For John Kerry, it would take a double miracle with Iran and Israel. And Charlie Crist pulling out a Reagan 1980? An Obama 2008 scenario remains unlikely, but many dream of an Obama 2004 stunt in Philly for DNC 2016 (give Hanauer an hour...). Before that, the primaries will provide opportunities of a lifetime: for ambitious youngsters to show their face (Julian Castro if he can't wait for the VP slot)? for old farts to go with a bang? for a smart anti-conservative to steal the A-B-H votes promised to Warren? Evan Bayh? John Hickenlooper? Mark Warner?

We do know that Janet Yellen won't run, even if the Fed chair is not as 'patient' as she used to be.

Employment is up, the greenback is recovering, the stock exchanges are way too high..., but fundamentally, the US economy is not in a much better shape than national politics or this post-Ferguson society in general. Much of the good news comes from a bad thing (shale gas), and the failure to reform finance sucked the whole world dry, paving the way for the extremes, and even the success of China's AIIB. Greedy money reflated bubbles all the way to where future value is created (research, start-ups...).

After the subprime crisis, we basically rewarded the guys who broke the system, and of course they've been pushing further ever since. How far into the campaign will the gimchi hit the fan?


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