Skip to main content

New Roarin' 20s?

About one century ago, as world was coming out of world war 1 and devastating spanish flu pandemic new decade unleashed wave of prosperity with new technologies as well as major social changes in western world. That's why the decade is nicknamed as "Roarin's 20s". Following technologies changed the world forever and they still dominate our lives even 100 years later
  • Autos
  • Television/Radio/Movies
  • Aviation
  • Medicine
  • Expanded infrastructure with electrification of grid, telephone networks and urbanization
There were also major social and culture changes such as Suffrage, Jazz, Liberalism and many others marked the decade. 

100 years later, world is getting ready to come out of another devastating COVID pandemic and trade war between two major nations. Thanks to combination of fiscal and monetary stimulus totaling over 25 trillion $ worldwide, world economies are going to see growth not seen for multiple decades. This decade could unleash following
  • Mass adoption of Electric automobiles
  • Worldwide adoption of entertainment and sports streaming
  • Cloud, AI and ML
  • Gene therapy, personalized medicines and hopefully cancer vaccine and cure/treatment for Alzheimer
  • Fintech revolution and new crypto-"currencies" 
  • World is a one big "village" - talent can be anywhere and can work from anywhere
  • Flex workweek where going to office would be optional
  • Everything is connected (and possibly everyone/everything is monitored like George Orwell's 1984)
All of these combined have potential to unleash new Roaring 20s. I just hope that all of us and our leaders learned the lesson from mistakes which led to 1930's depression and 2nd world war. Hopefully world would be much wiser this time and focus on reducing income in-equality and racism,  avoiding deadly conflicts, and much better readiness for next pandemic. And most importantly this decade would decide if mankind is serious about Global Warming and avoid catastrophic effects!

/Shyam



Comments

Post a Comment

Popular posts from this blog

Clicks to Tokens: Will 2026 Echo 1998's Boom or 2000's Bust?

My "blogging" was in hibernation last 8 months due to my self-imposed restraint given the environment as well as built-in inertia to get started despite so many interesting events and markets reaching all time highs after taking a big dump around "Liberation Day" in Apr...Around that time I had the blog ready that it would be repeat of Mar/Apr 2020 panic and recovery during onset of Covid Pandemic. The hunch happened to be correct and I was glad that I could keep and take some positions which I am still holding especially around AI theme. But that was then...as 2025 is about to wrap up in 10+ weeks, let's look at what's in store for rest of 2025 and 2026. And what's better time than to start writing again just before one of the most important week on the calendar with multiple key events coming up next week... Fed meeting to decide the course of interest rates - it's almost guaranteed that Fed will cut rates by 25 basis points (2nd time in 2025) and...
Post a Comment
Read more

2026: The Year of Convergence – Melt-up, Moonshots, or Mid-cycle Correction?

Happy New Year! After another period of self-imposed hibernation from the blog—partly due to the festivals, travel, intertia and partly to watch the dust settle on a chaotic 2025—I decided to use the quiet of this New Year’s morning to finally reboot.  Looking back at my October post,  “Clicks to Tokens,”  the hunch about the AI theme held firm. We spent much of 2025 debating whether we were in 1998 or 2000. As we enter 2026, the answer seems to be "neither and both." We have the roaring optimism of the 1920s fueled by "Silicon Spirits," but with the high-speed volatility of the 2020s. So, as the calendar flips, what is in store for 2026? Markets may experience melt-up (S&P touching 8000),  with some moonshots (like SpaceX and OpenAI) IPOs or even see mid-cycle correction bringing down S&P to 6000. That's a wide range and will be decided by Four R's... Here are my thoughts on the " Four R’s ":  Rates, Robots, Rotations, and Real Assets. 1. ...
Post a Comment
Read more

Rockets, Relics & Roaring Markets: The $4 Trillion Crossroads of 1927 and 1999

Happy (almost) Summer! After watching Kevin Warsh get sworn in at a White House ceremony two days ago, tracking three S-1 filings that could collectively hoover up more capital than every U.S. IPO since 2022 combined, and watching 26-year-old stock charts finally break to new highs — it felt like the right moment to ask the uncomfortable question out loud. Are we at a party that ends gracefully, or one that ends with the furniture on fire? The market is simultaneously flashing the neon signs of 1999  and  the orchestral excess of 1927. Most commentators reach for the dot-com playbook. I think the original Roaring Twenties is the better map. Here's why... Assembly Lines to AI Clusters Ford's River Rouge complex was the largest industrial facility on earth in the 1920s — raw iron in one end, a Model T out the other. Steel, rubber, and oil became the picks-and-shovels of the age. GE and Westinghouse were electrifying factories and homes. The infrastructure buildout  was ...
Post a Comment
Read more