Archive for the 'Wave Guide 3: Politics' Category

Jan 31 2010

Does Obama’s New Space Policy Indicate He is JFK, Richard Nixon, or (god forbid) Grover Cleveland?

This is an elaboration of my recent post: “State of the Wave: 10 Space Trends for 2010,” which appeared before Obama’s state of the union address. Reports that NASA’s Moon program will be discontinued raise questions about U.S. leadership in space. And much of the current chatter in blogs and news reports ignores long-term trends in the economy, geopolitics, and politics — that have governed large-scale technology and exploration projects for the last 200+ years — and thus presents a somewhat confused picture.

When will an American astronaut see this view — Earthrise from lunar orbit — again? Click

Florida Today reports today (1/30/10) that the adminstration will kill the Constellation program designed to send astronauts to the Moon by 2020, but still provide funds for development of a new Saturn V class launch vehicle, favored by the Augustine committee. According to Sen. Bill Nelson of Florida,

My concern is that if all that $6 billion goes just to commercial rockets, then that’s going to push the development of (a new NASA heavy-lift) rocket well into the next decade, and that just means we get behind China and Russia. I think they will announce on Monday (a research-and-development) program to develop the new (heavy-lift) rocket. I just hope that it is not a puny R-and-D development that will push us off well into the next decade before we have the new rocket.

Pushing the heavy lifter “well into the next decade” would not only help China and Russia get ahead in space, it would also push our luck with Maslow Window timing; i.e., the 2015 Window should extend to 2025 but is subject to wildcards. For example, imagine what would have happened if the Vietnam War had intensified a year or two earlier than 1968. We might have lost all of Apollo instead of just the last 3 missions (Apollo 18, 19, and 20).

NASA will reveal the details of its proposed budget Monday.

Is President Obama really “worse” than Richard Nixon?

On January 27, former NASA boss Mike Griffin asserted that President Nixon’s termination of the Apollo Moon program was “one of the most significant, yet strategically bankrupt, decisions in human history.” But that President Obama’s anticipated ending of human spaceflight beyond low Earth orbit is “even worse.” Despite the tens of thousands of scientists, engineers, and technicians who lost their jobs in 1972 due to Nixon, at least he “left us with the Space Shuttle,” According to Griffin, Obama’s action would leave “NASA and the nation with no program, no plan, and no commitment to any human spaceflight program beyond that of today.”

Griffin believes that the nearly complete International Space Station will be held …

… hostage to the hope that presently nonexistent commercial spaceflight capability can be brought into being in a timely way. The president has chosen to recommend that the nation abandon its leadership on the space frontier.

While it’s tempting to assign Obama an even lower place in the space history hierarchy than Nixon, it’s not entirely justified and may be premature. We need to consider the long-term economic and political context. For example, Obama was elected during the Panic of 2008 and has had to contend with the current great recession. This anti-ebullient time plus Obama’s growing political difficulties make it difficult for him to support visionary space programs. And history shows this is not the time anyway. When prosperity and affluence-induced ebullience return, the next Maslow Window will appear to open almost automatically.

Is Obama the next John F. Kennedy?

Here at 21stCenturyWaves.com, we’ve been asking this question since before the election, and still believe it’s possible but is not without speedbumps. For example, in his National Review Online (1/29/20) column — “Obama is No JFK” — Jeffrey H. Anderson states that,

at a time when the president claims his focus is on jobs, scrapping these (Moon-related) programs — on which we’ve already spent nearly $10 billion — would cut public spending in one area that actually creates jobs.

You know those great pictures of Earth from outer space … No (astronaut) has seen that view since the Apollo program ended 38 years ago … Now, unless Congress rejects the president’s recommendations, the next people to see that view will likely be the Chinese.

Whether it’s tax cuts or defense spending; or whether it’s the courage, ambition, and sense of wonder that combine to lead great souls to great feats of exploration and discovery; one can surely say this much about Barack Obama: Mr. President, you’re no Jack Kennedy.

Again, these comments cry out for context. President Kennedy was fortunate to lead the nation during the greatest economic boom up to then. Plus the surprise launch of Sputnik (1957) by the Soviets mobilized the country into founding NASA (1958), revitalizing support for education, and providing a slam dunk in Congress for anything JFK wanted in space. Obama and the nation are experiencing a 180 from JFK’s 1960s-style Camelot. But a world-altering Sputnik-like event — especially within the next few years — cannot be ruled out.

Could Obama become another Grover Cleveland?

I include the Cleveland link above for all of us history-challenged Americans (and others) who may not have read the 24th (and 22nd, by the way) U.S. president’s biography lately. To make a long story short, Cleveland was basically a principled guy who got caught up in the vicissitudes of the financial Panic of 1893 and the 1890s great recession. His economic policies were ineffective, the people lost faith in him, and he was replaced by William McKinley 4 years later.

The point is that the Panic of 1893 and the 1890s great recession have real parallels with the Panic of 2008 and our current financial difficulties. In fact, our current economic trajectory seems to have more in common with the 1890s than with the (post-World War II boom) 1950s just prior to the Apollo Maslow Window.

If Obama cannot reverse his record 20 point approval rating collapse in 2010, he could become the next Grover Cleveland. Polls reveal the public’s growing concern with unemployment, government spending, and deficits, and show the economic challenges facing the president. The public wants to see light at the end of the financial tunnel; i.e., signs that the current recession will soon begin its transformation into the next major economic boom.

All this is consistent with the long-awaited 2015 Maslow Window being a golden age of prosperity, exploration, and technology, as they all have been over the last 200+ years.

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Jan 16 2010

30 Years of Global Cooling…Don’t Like the Numbers? Change ‘Em

Last night I happened to catch John Coleman’s TV show, “Global Warming: The Other Side” on KUSI-TV, an independent TV station here in San Diego. Coleman’s an extremely interesting guy — founder of the Weather Channel, expert TV weatherman (formerly with “Good Morning America” on ABC), an irresistible, effervescent personality.

John Coleman — A resourceful “David” successfully challenging the global warming “Goliath.” Click .

In his hour-long news special (available HERE) Coleman takes aim at some major holes in global warming, and features serious charges that the temperature data on which global warming theories are based has been deliberately altered in the direction of warming.

Computer expert E. Michael Smith and Certified Consulting Meteorologist Joseph D’Aleo discovered extensive manipulation of the temperature data by the U.S. Government’s primary climate center: the National Climate Data Center (NCDC) in Asheville, North Carolina. Smith and D’Aleo found that NOAA manipulated temperature data to give the appearance of warmer temperatures than actually occurred by trimming the number and cherry-picking the location of weather observation stations.

You can see more details in their report HERE.

Recently in the Wall Street Journal (1/14/10), Stanford economist Michael Boshkin observed that “If a CEO issued the kind of distorted figures put out by politicians and scientists, he’d wind up in prison.” As a scientist myself, I am especially saddened to see scientists referred to this way but that’s what Climategate’s all about. For example, Professor Michael Mann, a key figure in Climategate, indicated a private desire to “hide the decline” in global temperatures in recent years, and is currently under investigation by Penn State University. At the same time National Review Online is reporting that the Obama administration has awarded $ 500,000 to Mann as part of their economic stimulus package. So much for job creation and scientific peer review.

Earlier this week Fox News (1/11/10) reported this rather strange headline, “30 Years of Global Cooling Are Coming” according to a “leading scientist” at Germany’s Kiel University. An author of the UN’s IPCC report, Professor Mojib Latif believes we’re in for a “mini ice age.” This is an interesting switch on global warming alarmism, but it suffers from one big problem: No climate model can reliably forecast climate decades ahead.

For those who didn’t already know, this was confirmed by Dr. Kevin Trenberth of the National Center for Atmospheric Research in Boulder in a Climategate email, “The fact is we can’t account for the lack of warming at the moment and it is a travesty that we can’t.” In his email, Trenberth, head of the Climate Analysis Section of NCAR, acknowledges privately a key point: In 1998 climate models did not predict the cessation of global warming that has occurred — despite continued increases in atmospheric carbon dioxide — over the last dozen years, and no one can explain why it happened. So climate forecasts decades in the future like Professor Latif’s are simply unreliable.

The decline of global warming politics is what we would expect as we approach an ebullient golden age of prosperity, exploration, and technology known as the 2015 Maslow Window. Polls indicate the public has already moved on. They are eagerly looking forward to prosperity and even a Camelot-style zeitgeist like that of the 1960s and of all other ebullient Maslow Windows of the last 200 years — all the way back to Lewis and Clark.

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Jan 03 2010

How the West Was Won — The Expansionist Effects of Ebullience

I had a very Merry Christmas season this year – specifically,  about 500 powerful pages by Robert Merry.   His new book is  A Country of Vast Designs: James K. Polk, The Mexican War and the Conquest of the American Continent (2009). 

Many agree it’s enthralling.  The New York Times (Sean Wilentz, 11/22/09) calls it “one of the most astute and informative historical accounts yet written about national politics, and especially Waahington politics, during the decisive 1840s.”  The Wall Street Journal (Aram Bakshian, Jr; 11/6/09) says it’s an “authoritative biography …(that) provides a compelling, perceptive portrait of one of the oddest men (James Polk) ever to occupy the White House…”

Against all odds, this smaller-than-life man achieved the impossible and ebulliently changed the world in only 4 short years; President James K. Polk in 1845. 

Click 

In his unlikely, self-imposed one-term presidency, Polk accomplished the nearly impossible — he “engineered the triumph of Manifest Destiny” (NY Times) — including the annexation of Texas (1845), and the acquisition of the Oregon Territory (1846) and essentially the rest of the U.S. West including California, Nevada, Utah, and Arizona — all by 1848.

This is an extraordinary story that occurred in ebullient times that we call a ”Maslow Window”  – see  ”Buzz Aldrin — A Man For All Maslow Windows!” –  less than half a century after Lewis and Clark  explored the Louisiana Purchase to the Pacific, and still a few decades before the U.S. became the leading economic power on Earth.  Probably for this reason, neither the Great Exploration of this Window — see 10 Lessons Dr. Livingstone (“…I presume?”) Teaches Us About the Human Future in Space –  nor the primary Macro-Engineering Project (MEP)  – the Suez Canal –  were closely related to the U.S.  (although Stanley was dispatched by a New York newspaper to find Livingstone in Africa). 

However, the affluence-induced ebullience  — see The Economics of Ebullience Points to a Sparkling New Global Space Age–  that triggered these epochal events abroad was also strongly present in the U.S. as evidenced in Merry’s book.  Here are a few examples:

1. New Technology Was “Exploding” in America.

According to Ralph Waldo Emerson in 1844, “American is the country of the Future.  It is a country of beginnings, of projects, of vast designs and expectations.”  

Merry explains that a key reason the “impulse of exuberant expansionism” continued to surge was because,  ”Just as America was encompassing ever greater distances, technology –  steam power and Morse’s telegraph — was obliterating the sluggishness of distance.”

2. The Financial Panic of 1837 and Great Recession Recovered by 1843 to a most “Prosperous State of Affairs.”

The financial Panic of 1837 was a major contraction where 40% of the U.S. banks failed and unemployment was at record highs; the resulting Great Recession lasted 6 years until 1843.  According to Nobel Prize-winning economist Milton Friedman writing in 1960, the Panic of 1837 “is the only depression on record comparable in severity and scope to the Great Depression of the 1930s.”

Merry notes that,

Within nine weeks of Van Buren’s innauguration, economic collapse swept the country. It began when New York banks suspended specie payments, causing widespread alarm and setting in motion a deflationary period as credit dried up … The Panic of 1837 ushered in “a cycle of recession, recovery, and depression” that would dominate American politics for the next seven years … Van Buren lost much of his popularity … Polk remained a stalwart floor leader for Van Buren’s agenda, but the tide had turned against his party.

Polk left the House and won the Tennessee governorship in 1839, but lost it in 1841 and 1843. “At forty-seven, he knew he looked washed up…”  But due to his pro-Texas annexation position which mirrored the expansionist electorate, Polk, against all odds, became the Democratic candidate for president and was elected in 1844.

As Polk assumed the presidency in 1845, the dynamic duo of prosperity and ebullience was everywhere.  According to Merry,

The national economy had been expanding at an average annual rate of 3.9%.  Not even the Panic of 1837, for all its destructive force, could forestall for long this creation of wealth.  And throughout the land could be seen a confidence that fueled national success. “We are now reaching the very height, perhaps, to which we can expect to ascend,” declared the Democratic Wilmington Gazette of Delaware.

Despite the Panic of 1837 and its Great Recession, the mid-19th Century Dr. Livingstone/Suez Maslow Window (roughly 1847 to 1860) opened on time and featured Africa’s most famous explorer (Dr. Livingstone), the “technological jewel” of the 19th Century (the Suez Canal), as well as impressive secondary MEPs (including the Great Eastern ship).   In addition to the stunning culmination of American Manifest Destiny in 1848,  this Maslow Window’s ebullience is also  exemplified by the famous Gold Rush of the American West (1848 – 1855).

Over the last 200 years, financial panics and great recessions have usually preceded Maslow Windows; see ”Economic Crisis Supports Maslow Window Forecasts.”  Two 19th Century panics (1837 and 1893) , were both about one decade prior to their Maslow Windows;  none in 1949 (during the post W.W. II boom) one decade before the Apollo Maslow Window;  and one in 2008 (7 years before our expected 2015 Maslow Window). The New York Times (11/30/08) also describes a “deep recession” that appearently occurred somewhat after 1776, about 10+  years before the Lewis & Clark Maslow Window.

In fact, during the last 200+ years, no financial panic/great recession pair has ever delayed or diminished, in any observable way, any Great Explorations or MEPs associated with a Maslow Window. And there’s every reason to expect this 200+ year pattern will continue.

3.  The Controversial Mexican War Played a Major Role in U.S. Expansion.

Wars that occur early in the Maslow Windows of the last 200 years are complex, destructive events  — far beyond the scope of our discussion here — but according to historical accounts, usually play an important role in the ensuing events of the Maslow Windows.  It appears that ebullience — also known as “animal spirits” and “irrational exuberance” in an economic context; see ”Are Great Explorations Driven by Keynesian “Animal Spirits” on Steroids?“ – played a central role.

A few of the interesting parallels are sketched here:

Despite the (then) unresolved issues of slavery and the legality of the war, the Mexican War was vigorously and successfully executed by Polk with the support of the American people. Their ebullient expansionist belief in Manifest Destiny transformed the world.  According to Merry, the U.S. was “a vibrant, expanding, exuberant experiment in democracy whose burgeoning population thrilled to the notion that it was engaging in something big and historically momentous.”  This is the language of societal ebullience.

One Maslow Window earlier, the Napoleonic Wars in Europe played a major role enabling the Lewis and Clark expedition and in launching U.S. westward expansion.  Napoleon’s need to fund his war machine encouraged the sale of Louisiana to Jefferson;  see “10 Lessons Lewis & Clark Teach Us About the Human Future in Space.”

Likewise, the Spanish-American War of 1898 — as the Great 1890s Recession was ending and as the ebullient Peary/Panama Maslow Window began – played an intriguing role in Maslow Window events.  “Remember the Maine, to hell with Spain!”, an Alamo-like cry in response to the deaths of 266 US sailors while anchored in Havana Harbor, helped ignite the Spanish-American War.  To replace the Maine, another battleship (USS Oregon) stationed on the Pacific coast rushed 14,700 miles around South America to Cuba — while Teddy Roosevelt, leader of the famous “Rough Riders,” vectored toward Cuban battle himself.  Since the Oregon arrived at Cuba two months after war began, it didn’t require much abstract thinking for TR to recognize the Panama Canal’s potential strategic advantages;   see “10 Lessons the Panama Canal Teaches Us About the Human Future in Space.”

Early in the 1960s Apollo Maslow Window, Cuba again was the focus of an even bigger crisis for America and President John F. Kennedy: the Cuban Missile Crisis.  Because of Soviet emplacement of offensive nuclear missiles in Cuba the world came closer to a major nuclear exchange than ever before or since.  Although this crisis did not ignite the Space Age — the surprise 1957 launch of Sputnik did that — it intensified the Moon race and showed that the global stakes were high; see ”The New Cuban Space Center and Vladimir Bonaparte.”

The “early Maslow Window wars” are continuing into the present – Iraq, Afghanistan, the War on Terror – as we recover from our Panic of 2008/Great Recession combination (analogous to the Panic of 1893/Great 1890s Recession and Panic of 1837/Great Recession), and as we ebulliently head toward the much anticipated, spectacular 2015 Maslow Window.  

4. Manifest Destiny Was Fueled by an “Exuberance of Spirit” Across the U.S.

There are many visionary quotes in Merry’s book that clearly indicate the extraordinary level of ebullience permeating mid-1840s America, but one of the most striking is from an obscure Democratic congressman from Ohio (then a western state) named John D. Cummins, who referred to the disputed Oregon Territory as nothing less than,

“the master key of the commerce of the universe.”  Get that territory into U.S. jurisdiction, he argued, and soon it would fill up with “an industrious, thriving, American population” and “flourishing towns and embryo cities” facing west upon the Pacific within four thousand miles of vast Asian markets.  Now contemplate, he added, ribbons of railroad track across America, connecting New York, Boston, and Philadelphia to those burgeoning West Coast cities and ports that would spring up once Oregon was in American hands. 

Cumins continued, think about how the “inevitable external laws of trade” would render American the necessary passageway for “the whole eastern commerce of Europe.” … “The commerce of the world would thus be revolutionized.”

Cummins bold vision was easily dismissed as hopelessly fanciful in a world utterly dominated by Great Britain. And yet it crystallized a fundamental element of the era’s politics — the widely shared conviction that America was a nation of destiny, that one day it would supplant Britain as the world’s dominant power, that Oregon represented merely an interim step toward realization of that vision.

Merry’s bottom line regarding Polk and American ebullience of the 1840s  is simple but powerful:

his legacy comes down to … the map outline of the continental United States, which is very close to what Polk bequeathed to his nation … To look at that map, and to take in the western and southwestern expanse included in it, is to see the magnitude of Polk’s presidential accomplishments … It didn’t come easily or cheaply …It unleashed civic forces that hadn’t been foreseen and couldn’t be controlled … But in the end he succeeded and fulfilled the vision and dream of his constituency.  In a democratic system that is the ultimate measure of political success.

The expansionist effects of ebullience apparently drove not only the Manifest Destiny of 1840s America, but also Jefferson’s seminal Lewis and Clark expedition, and the early 20th century’s international races to the north and south poles as well as the greatest MEP of the last 200 years (until Apollo): the Panama Canal.  In the 1960s the expansionist effects of ebullience finally drove us offworld to the Moon. 

As we approach another ebullient golden age of prosperity, exploration, and technology — the 2015 Maslow Window — it’s very likely the impossible will be accomplished again and the world will be changed.

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Dec 31 2009

Why Do Some People Have Negative Feelings About the Future?

Musician/producer Brian Eno asks this compelling question in This Will Change Everything (Ed. J. Brockman, 2010) about our future,

What if we come to feel as though there were no “long term” — or not one to look forward to?  What if … we started to feel that we’re on an overcrowded lifeboat in hostile waters, fighting to stay on board, prepared to kill for the last scraps of food and water? … Suppose that people start to anticipate the future world … (as) the nightmare of desperation, fear, and suspicion described in Cormac McCarthy’s post-cataclysm novel The Road.  What happens then?

No doubt many people have  felt that way recently because of the financial Panic of 2008 and the subsequent great recession that we appear to be recovering from.  But I think Eno’s question looks beyond current problems, and there’s plenty of reason to take him seriously.  For example, historian Eric Hobsbawm refers to the interval after the collapse of the Peary/Panama Maslow Window in 1914 (due to WW I) until the end of the Cold War in 1991 as “the age of extremes.”  Writing in 1994:

For those who had grown up before 1914 the contrast was so dramatic that many of them … refused to see any continuity with the past. … The First World War involved all major powers … troops from the world overseas were, often for the first time, sent to fight and work outside their own regions.

Commenting on the “world economic breakdown” between World War I and II,  Hobsbawm asserts that,

Indeed, the proud U.S.A. itself, so far from being a safe haven from the convulsions of less fortunate continents, became the epicenter of  this, the largest global earthquake ever to be measured on the economic historian’s Richter Scale — the Great Inter-war Depression. In a sentence:  between the wars the capitalist world economy appeared to collapse.  Nobody quite knew how it might recover.

This feeling is echoed in an interesting book of essays by 22 authors and historians  published in 1949 on the “essential events of American Life in the chaotic years between the two World Wars.”  It’s title: The Aspirin Age, 1919-1941.

Eno speculates that our dark future might look like this: 

Humans fragment into tighter, more selfish bands.  Big institutions, because they operate on long timescales and require structures of social trust, don’t cohere; there isn’t time for them.  Long-term projects are abandoned; their payoffs are too remote … Resources that are already scarce will be rapidly exhausted … Survivalism rules. Might makes right.

 Although no one can predict the far future with certainty, there are 2 key points which do not support Eno’s future-world nightmare.

1. Hobsbawm himself provides clues to the answer by his comments on the peace and prosperity of the pre-1914 world (the Peary/Panama Maslow Window), and his description of  “a spectacular, record-breaking global boom from about 1850 to the early 1870s …”  which, as we see now, is the mid-19th century Dr. Livingstone/Suez Maslow Window.

The last 200 years reveal rhythmic, twice-per-century clusters of Great Explorations (e.g., Lewis and CLark), MEPs (e.g., Panama Canal), and, sadly, major wars (e.g., WW I) that are fundamentally linked with major economic booms. The booms trigger widespread ebullience that catapults many in society to higher  levels in Maslow’s hierarchy; their expanded world views make exceptional explorations and massive building projects seem momentarily almost irresistible. The last Maslow Window — featuring the Apollo Moon program — was in the 1960s.  All signs — including  ironically the Panic of 2008 — suggest the next Maslow Window should open on schedule by 2015, thus countering the likelihood of an indefinitely lingering, Eno-style dark age.

2. Equally importantly, the Maslow Window concept offers us the prospect of eventually being able to moderate global economic crises and conflicts that occur between Maslow Windows.  The first step in this planning process is recognition of the global effects of long economic waves on technology booms, international conflicts, and human expansion into the cosmos. 

And imagine what this will do for our morale!

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Dec 19 2009

The Economics of Ebullience Points to a Sparkling New Global Space Age

Special thanks to Contributing Editor and psychologist Dr. Ken Meehan for helping me think more clearly about this discussion.  (This post is taken from a working paper soon to be submitted to a journal.)

Here at 21stCenturyWaves.com, “ebullience” is a technical term. 

It’s defined as a very positive, somewhat irrational — almost giddy – emotional state,  that’s usually due to widespread affluence during a 1960s-style major economic boom.  In response to affluence-induced ebullience, many people ascend the Maslow hierarchy where their expanded world views make Great Explorations and MEPs seem not just intriguing, but almost irresistible  –  hence the name “Maslow Window.”  

In the 1960s Apollo program and Peace Corps of John F. Kennedy it was the ebullient feeling that we could do almost anything; in the early 20th century it was Theodore Roosevelt’s Panama fever and (north & south) pole mania;  in the mid-19th century is was manifest destiny of James Polk and the central Africa adventures of Dr. Livingstone, I presume; and about 200 years ago it began auspiciously with Jefferson, Napoleon, and Lewis & Clark

However,  even during these rhythmic,  twice-per-century waves of ebullience, some people remain stalled at lower Maslow levels and thus are empowered negatively; i.e., they sometimes trigger conflicts or even major wars (e.g., WW I) that can terminate Maslow Windows. 

SOCIETAL EBULLIENCE DRIVES MASLOW WINDOWS

It appears that ebullience has been the fundamental driving force behind the stunning exploration and engineering activities during Maslow Windows over the last 200 years, and ebullience appears to be similar to the “animal spirits” of behavioral economist John Maynard Keynes and the “irrational exhuberance” of Alan Greenspan.    Historically, widespread ebullience is usually short-lived because it is fundamentally a psychological phenomenon that often responds to feelings and perceptions — both positive or negative –  more than facts.

Societal ebullience is usually triggered by a major economic boom, but it doesn’t necessarily have to be.  For example,  if benevolent extraterrestrials landed at the White House, this would probably trigger at least momentary global ebullience, regardless of our financial state.  Conversely, ebullience is often terminated by bad financial trends (such as the economic boom moving past its peak and declining), but the psychology of ebullience can be eroded by almost anything negative, such as a war or even unfriendly extraterrestrials landing at the White House.

However,  recently we’ve seen again that even the availability of large amounts of funds – e.g.,  the $ 787 B stimulus package – does not guarantee ebullience, as evidenced by negative attitudes and actions of the U.S. public (documented through surveys and opinion polls).  Even a small fraction of the stimulus money would enable the greatest human space program of all time, but it hasn’t happened yet because the public isn’t in the mood. They are simply not ebullient.

THE ECONOMICS OF EBULLIENCE

The issues are:  What specific economic factors trigger ebullience?  And can we create a numerical Ebullience Index composed of economic parameters that will allow us to track and analyze it?

 One possibility is that the public is responding to increases in GDP like those experienced before and during the 1960 Apollo Maslow Window; see plot below.

Figure 1 — The U.S. GDP (in B of 2000 USD) since 1950 shows the 1950s post-WW II boom and the major economic boom of the Apollo Maslow Window between 1961 and 1969.    CLICK   

It’s clear that rapid economic growth occurred until about 1961 when the economy went into even higher gear and produced the greatest economic boom up to that time.  But who really cares about GDP?  Undoubtedly economists and business forecasters do as well as some politicians, but nobody can spend GDP so it’s probably not triggering ebullience in typical American employees.

Better hints are found in Benjamin Friedman’s 2005 book, The Moral Consequences of Economic Growth. The Harvard professor suggests that sustained economic growth is important because these are times when typical workers feel like they are really getting ahead; i.e., their wages are increasing relative to inflation.

But common sense informs us that ebullience will not result from a comfortable increase in real wages if we’re worried about losing our jobs.  So healthy growth in real wages coupled with low unemployment rates may be related to the widespread feeling of ebullience in society.

THE EBULLIENCE RATIO AND THE 1960s APOLLO MASLOW WINDOW

As an experiment, let’s define the Ebullience Ratio (ER) as proportional to real wages divided by the rate of unemployment as percent of workforce.  Keep in mind this is an attempt to express widespread feelings of affluence-induced ebullience in terms of common economic parameters.  Annual values for the ER have been computed for the 1950s and 1960s Apollo Maslow Window; see plot below.

Figure 2 — The Ebullience Ratio from 1950 to 1974 peaks at 1969 (Apollo 11 Moon landing) and clearly displays the Apollo Maslow Window from about 1961 to 1969.  

CLICK   

As unemployment drops, the ER increases, and as unemployment approaches full employment, the ER dramatically increases,  reflecting the presence of a major economic boom during the 1960s Maslow Window (from about 1961 to 1969).  Short business cycles are seen in the 1950s ER data that are superimposed on pre-Maslow Window economic growth.  In 1958 the short business cycles subside as unemployment declines signaling the approach of the Maslow Window.  The highest ER is in 1969 and drops rapidly thereafter as the Maslow Window closes.

The consistency of both the economic (GDP) and ebullience (ER) trends — especially between 1961 and 1969 – suggests that the Apollo Maslow Window is well described by these parameters.

THE EBULLIENCE INDEX

As another experiment,  let’s define the Ebullience Index (EI) for an interval of time as the integral of the ER function (i.e., the fractional ER increase per year as a function of time) over the duration of the interval in question (e.g., the Maslow Window).   This synthesizes the annual rate of change of real wages divided by their rates of unemployment — the two things that matter most to a typical worker – into a single index for any Maslow Window.

Using ER values for the interval between 1961 and 1969, the 1960s Apollo Maslow Window has an Ebullience Index of 4.9.  This number is most meaningful in comparison with other Maslow Windows and/or intervals, so we’ll  look now at the economics and ebullience of the Peary/Panama Maslow WIndow.

WHAT  ABOUT THE EARLY 1900s PEARY/PANAMA MASLOW WINDOW?

It’s interesting to compare the 1960s Maslow Window ebullience values with those of the early 20th century Peary/Panama Maslow Window, because Peary/Panama was preceded by the financial Panic of 1893 and the great recession of the 1890s (like our current panic/recession), while neither existed before the Apollo Window (although WW II did).

Figure 3 –  This U.S. GDP (B in 2000 USD) plot from 1890 to 1914 clearly shows the great 1890s recession that transitions into rapid growth, interrupted by two brief recessions, until 1913 when the Peary/Panama Maslow Window ends abruptly.
CLICK
  

Notice that GDP is flat during the 1890s great recession but perks up — signaling the onset of the Peary/Panama Maslow WIndow — after 1901.

Figure 4 — Ebullience Ratios from 1890 onward clearly convey the psychological dimensions of the 1890s great recession which began with the financial Panic of 1893, and the supersonic Maslow Window recovery beginning in 1898. 

CLICK 

If you compare the 1960s ER trends (Fig. 2) with Fig. 4 you see that Maslow Windows preceded by a financial panic are quite different from those without. Athough GDP data (Fig. 3) suggest the economy was already humming again by 1896, the ER data (Fig. 4)  suggest the psychological impact of the 1890s great recession lingered until about 1898 when the Maslow Window opened.  Although ER peaks in 1906, historical events suggest the Window itself continued until 1913; WW I began in 1914.

Just to give you a little chronology here: Theodore Roosevelt’s presidency ran from 1901 to 1909; U.S. construction of the Panama Canal began in 1904 and was completed in 1914;  the international races to the poles culminated between 1909 (Peary first to N pole) and 1911 (Amundsen first to S. pole).

For  the first 8 years of the Peary/Panama Maslow Window — from 1898 to 1906 — the Ebullience Index is 13.9,  almost 3x the value (4.9) for the Apollo Window.  This supports my impression from reading historical accounts of the era (e.g., America 1908 by Jim Rasenberger) that the Peary/Panama Maslow Window was even more ebullient  — if that’s possible!! –  than the 1960s Apollo Moon decade.

The Peary/Panama Window apparently produced so much affluence and ebullience  that extraordinary exploration and engineering activities  – characteristic of populations at elevated Maslow states –  continued until 1913, well after the 1906 ER peak.  On the other hand, this may suggest our Ebullience Index may not include all psychologically relevant factors.

OUR CURRENT LACK OF EBULLIENCE AND THE COMING GLOBAL SPACE AGE

 Over the last 200 years, Maslow Windows tend to culminate every 55 or 60 years near peaks of the energy cycle; and open about 10 years earlier.  This led to my initial forecast (made in 1996) for another spectacular, 1960s-style Maslow Window  opening near 2015 and culminating by 2025.  Although wildcards can alter this nominal timing,  the economics of ebullience suggests our time is coming soon:  indeed, we appear to be only a few more years from the next Maslow Window.

In particular, the financial Panic of 2008 suggests that our current trajectory might be more similar to the Peary/Panama Maslow Window than the 1960s Apollo Window, which had no financial panic/great recession in the decade just preceding it. 

Figure 5 –  The U.S. GDP (B in 2000 USD) from 1985 to 2009 displays the Panic of 2008 and our current great recession in the 2 points on the right adge. 

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The recessions of 1990 and 2001 are seen by flattenings of the GDP curve, and the Panic of 2008 (next to the right edge) preceded the current great recession.  Note that the theoretical trough of the 56-year energy cycle is in 1997.

 Figure 6 — Ebullience Ratios from 1985 to 2009 show the Panic of 2008 and our current great recession, as well as a very interesting boom from 1991 to 2001. 

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 The dramatic collapse of ER starting in 2007  just preceded the Panic of 2008 and the great recession continuing to the present.  If you compare Figure 6 to Figure 4 you’ll see that our future could evolve something like the Peary/Panama Maslow Window — a rather exciting prospect once we recover from our current challenges.  We’ll return to this in a minute.

Notice the impressive economic boom in the center of  Figure 6, from 1991 to 2001; it’s the longest expansion in U.S. history.  Although it occurred at the long wave trough (1997), the 1990s boom has many basic economic characteristics of a Maslow Window  — duration of 10 years, rapid real GDP increase, and an amazingly large Ebullience Index of 5.3 (compared to Apollo’s 4.9 and Peary’s 13.9)  –  but, although plans for the International Space Station (to be completed in 2011) began in the early 1990s and construction began in 1998, the next major international thrust into space did not occur then.

The Apollo-size Ebullience Index of the great 1990s boom suggests this parameter, as defined above,  is incomplete.  To make a long story short: the answer is provided by the economics of the 1990s and the nature of ebullience.  To have widespread ebullience, large segments of the population must share in the boom’s affluence, but during the 1990s income inequality grew appreciably;  this continued a long trend that interestingly began in 1968 near the end of the Apollo Window.  Without going into the numbers here, merely inserting an income inequality factor (e.g., the Gini index) into the denominator of the Ebullience Ratio will significantly decrease the Ebullience Index of the 1990s boom and increase Apollo’s EI (when income inequality declined).

The bottomline is that the appearance of the Panic of 2008 was historically monumental.  It signaled that our future trajectory will be more like that of the early 20th century Peary/Panama Maslow Window and less like the 1950s.

This is both good news and bad news:

The Bad News is that the current great recession could last up to 5 years, like the 1890s great recession did (1893 to 1898; See Fig. 4).  Ebullience and a shorter recession will be favored by government policies that stimulate economic growth,  increase real wages, and reduce unemployment for most segments of society.

The Good News is that once we survive the recession, the future’s so bright we’ll all need shades!  The Peary/Panama Maslow Window had a measurable ebullience of nearly 3 times the Apollo Moon decade and suggests that  – if unabridged by wildcards –  global space-related investment between 2015 and 2025 should be at the $ 1 T to 3 T (2007 USD) level.  Empowering the 2015 Maslow Window with Peary/Panama-level ebullience points to  many of our fondest, unprecedented dreams like major space-based solar energy systems, international lunar commercialization, and even the first Mars colonists.

 

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Dec 06 2009

Climategate and the New Space Age

The Climategate scandal involves “some of the world’s leading climate scientists working in tandem to block freedom of information requests, blackball dissenting scientists, manipulate the peer-review process, and obscure, destroy or massage inconvenient temperature data — facts that were laid bare by … disclosure of thousands of emails from the University of East Anglia’s Climate Research Unit…” (Wall Street Journal, 12/1/09; B. Stephens).

Climategate connects with prospects for near-term space colonization in at least 3 major ways. One is financial.

Anything that weakens the potential for re-ignition of the major economic boom — actually the greatest global boom ever – that was interrupted by the Panic of 2008, might delay the near-term development of widespread affluence-induced ebullience that has powered each of the spectacular Maslow Windows (e.g., the 1960s Apollo Moon program) over the last 200 years.

One such potential factor is Cap and Trade. “The Heritage Foundation, the Brookings Institution and the National Black Chamber of Commerce all found that the bill will have devastating economic impacts … (including) significant losses in employment and GDP.” Republicans are not shy about characterizing it as “”the largest tax increase — about $ 400 million USD per year — in the history of America.” And according to Oklahoma Sen. James Inhofe (WSJ, 11/27/09), in response to a question from him, EPA Administrator Lisa Jackson stated it won’t significantly reduce global CO2 emissions.

As countries like the U.S. struggle to recover from the current great recession, major new taxes are considered unwise government policy by most economists. This is especially true in the U.S.’s current deficit situation.

According to former Congressional Budget Director Douglas Holtz-Eakin,

The federal government ran a 2009 deficit of $ 1.4 trillion — the highest since World War II — as spending reached nearly 25% of GDP and total revenues fell below 15% of GDP. Shortfalls like these have not been seen in more than 50 years.

Equally threatening to the next Maslow Window which, based on 200-year timing, should open near 2015 and extend to around 2025, is that there is no relief in sight.

Our national debt is projected to stand at $ 17.1 trillion 10 years from now, or over $ 50,000 per American …

Regarding the potential upswing (characteristic of a Maslow Window), Holtz-Eakin comments that,

The planned deficits will have destructive consequences for both fairness and economic growth … Federal deficits will crowd out domestic investment in physical capital, human capital, and technologies that increase potential GDP and the standard of living.

Mr. Holtz-Eaking concludes that the president’s “policies are the equivalent of steering the economy toward an iceberg.”

The deficits are also taking a political toll as President Obama’s poll numbers decline. According to Karl Rove (WSJ, 11/27/09),

Anger over deficits was picked up in a late October NBC News/Wall Street Journal poll which asked voters if they’d rather boost “the economy even though it may mean larger budget deficits” or keep the “budget deficit down, even though it may mean it will take longer for the economy to recover.” Only 31% chose boosting the economy; 62% wanted to keep the deficit down.

This is consistent with Gallup polls (9/17/09) indicating Obama’s lowest marks on his handling of the deficit; only 38% approved and 58% disapproved.

The good news for Obama’s popularity and the deficit — as well as the 2015 Maslow Window — is that Climategate has weakened the prospects for Cap and Trade. According to Oklahoma Sen. Jim Inhofe (WSJ, 11/27/09),

Cap and Trade is dead … Ninety-five percent of the nails were in the coffin prior to this week. Now they are all in.

The second way Climategate connects with prospects for near-term space colonization is psychological.

Over the years Global Warming has been presented as a near-certain chamber of horrors including sea level rises of 3 feet or more resulting in devastating, global coastal flooding, huge temperature increases of 5 or more degrees producing plant and animal extinctions, increasingly intense hurricanes and extensive ecosystem damage … and on and on. All because humans are commiting the sin of releasing too much carbon into the environment. And we much stop now before it is too late.

Even the wildest claims about the dangers of global warming are routinely trumpeted by much of the media, including that giant Burmese pythons will migrate as far north as San Francisco and take over one-third of the U.S.. I heard the python story on local radio one day in Southern California and was very amused, but not everyone is. For example, many young children — who are much too young to evaluate the political and scientific issues involved — are frightened. One recent survey shows that 1 of 3 children aged 6 to 11 fears that our planet won’t exist when they grow up, and over one half believe that the Earth will be “a very unpleasant place to live.”

The usual solution to global warming fears is an anti-growth, anti-technology message. The “science is settled” so all we can do is dramatically cut back our use of fossil fuels, submit to trillions of dollars of taxes, and end our hopes of increasing prosperity due to crippled economies.

Even before Climategate, the public was not buying it. For example, in 2006 Gallup found that the percentage saying global warming will “pose a serious threat to you or your way of life in your lifetime” was only 35%; 62% thought it would not. And earlier this year, Gallup reported “the highest level of public skepticism about mainstream reporting on global warming seen in more than a decade of Gallup polling on the subject.” The Climategate scandal is likely to accelerate this trend among the public.

A number of scientists have proposed innovative technological approaches to mitigation of global warming if it were to become a serious problem in the 21st century. Perhaps the most interesting examples are from Roger Angel, the discussion in March/April, 2009 issue of Foreign Affairs, and the distinguished Princeton physicist Freeman Dyson.

This trend toward a more positive and realistic approach to climate change — being accelerated now by the revelations of Climategate — is very consistent with historical trajectories of public attitudes at comparable times over the last 200 years. As I pointed out in a previous post:

As we approach the 2015 Maslow Window, two other effects will increasingly come into play: 1) the fact that Maslow Windows are characterized by unusually optimistic (even ebullient) public attitudes, and 2) the increasing global fascination with large, international technology programs and space colonization – expected during the 2015 Maslow Window — will suggest to many around the world that solutions to key global challenges (e.g., the environment, energy) will benefit from space technology and resources.

The third way Climategate connects with prospects for near-term space colonization is through science.

Science is special. It is the only objective way humans have of probing physical reality and learning about the Universe. Scientists collect data about a natural system and then propose a model for how it works. Scientists use the model to make predictions about what should be observed in the real world. Those predictions are checked by observations of the natural system; any deviations from physical reality are used to change the model and thus improve it. Repeatedly using this process — making observations, sharing data, openly discussing issues — can result in a convergence of the model with physical reality.

That’s how it’s supposed to work. But the scientific method can break down, even for major questions. And when it does it shakes the foundations of what we know about the Universe, including potentially the public’s belief in our ability to expand human civilization into the cosmos, or even just to prosper on the Earth.

Here are some examples:

1. “The fact is we can’t account for the lack of warming at the moment and it is a travesty that we can’t.” Dr. Kevin Trenberth, National Center for Atmospheric Research (NCAR).
In his email, Trenberth, head of the Climate Analysis Section of NCAR, acknowledges privately a key point: In 1998 climate models did not predict the cessation of global warming that has occurred — despite continued increases in atmospheric carbon dioxide — over the last dozen years, and no one can explain why it happened.

MIT climate scientist Richard Lindzen (WSJ, 11/30/09) points out that articles by climate modelers attrribute “the failure of these models to anticipate the absence of warming for the past dozen years was due to the failure of these models to account for natural internal variability …” like El Nino and the Pacific Decadal Oscillation. “Thus even the basis for the weak IPCC argument for anthropogenic climate change (i.e., human-caused warming via CO2) was shown to be false.”

The bottomline is that: 1) modelers are admitting that something other than carbon dioxide can drive global climate change (e.g., natural variability), and 2) because the climate models cannot explain even the current lack of global warming, their predictions for warming 10, 20, or more years into the future are unreliable. And thus while global warming might indeed become a major problem at some point in the future — as astrophysicists assure us it will within a billion years when the Sun’s luminosity predictably increases and evaporates Earth’s oceans — we cannot accurately predict even near-term warmings or coolings with current climate models.

If the scientific method had been operating normally, these and many other secret conversations would have been shared with other scientists and the public in real-time. Instead, sadly we had to wait for Climategate to reveal them and clarify important issues.

2. “Science is not always what scientists do.” J. Allen Hynek (d. 1986), formerly Professor and Chair, Department of Astronomy, Northwestern University.
Scientists are people first and scientists second. They are subject to the same fears, greed, jealousies, ambitions, anger, etc., as anyone else. In fact, scientists are only being scientists when their professional activities conform to the scientific method as sketched above.

Sometimes scientists behave with almost quasi-religious attitudes. Religions are atrractive to the vast majority of people because they involve belief systems and world views that give meaning to life. Plus challenges to their beliefs do not usually disturb the believers because they are based on faith. In essence, while religions may be supported by historical or physical evidence, they are not fundamentally driven by it, as science is.

For example, in August 2009 more than 60 prominent German scientists — including several UN IPCC scientists — declared that global warming has become a “pseudo religion” in an Open Letter to German Chancellor Angela Merkel. They noted that rising CO2 has “had no measurable effect” on temperatures and that the “UN IPCC has lost its scientific credibility.”

Sometimes scientists behave more like politicians than scientists. In real democracies the people often vote to make decisions on important issues. In science, voting or authority figures do not determine our picture of physical reality, only data does. Today we especially admire Galileo for standing up to the authority of the 17th century Roman Inquisition and not disavowing his then controversial telescopic observations of the Sun, Moon, and planets. This idea of the primacy of observational data has penetrated deeply into modern life, even beyond the natural sciences. For example, the British economist John Maynard Keynes — father of Keynesian economics — once said, “When the facts change, I change my mind. What do you do, sir?”

Sadly, the Galileo Principle of the primacy of observational data in science is not reflected in the private emails of Climategate. For example, Professor Phil Jones, who has stepped down temporarily as head of the Climate Research Unit of the University of East Anglia while Climategate is investigated, speaks privately of modifying temperature data sets to “hide the decline” in global temperatures. According to John Lott of FoxNews.com (12/1/09), another CRU professor,

Tim Osborne, discusses in emails how truncating a data series can hide a cooling trend that would otherwise been seen in the results. Professor Mann (of Penn State) sent Professr Osborne an email saying the results he is sending shouldn’t be shown to others because the results support critics of global warming. Time after time the discussions refer to hiding or destroying data.

When ideology trumps science, some scientists act like politicians. They secretly modify data to conform to their party-line beliefs. I am not surprised that some scientists are dishonest; they are regular people and that’s to be expected. My concern is the way the scientific method has been deliberately ignored for many years by many scientists around the world, who definitely know better. This, including the destruction of the original temperature data sets by Climategate scientists, has obscured our view of the details of real global climate change. And certainly, as Professor Lindzen points out, “Claims that climate change is accelerating are bizarre.”

3. Is science dying?
As a planetary scientist who’s worked in the aerospace industry and in academia, and has been thrilled by the idea of space colonization since a very young age, my major concern is what Climategate means for science. Daniel Henninger in the Wall Street Journal recently asserted (12/3/09) that “science is dying.” Henninger continues,

I don’t think most scientists appreciate what has hit them … For years, global warming and its advocates have been the public face of hard science. The public was told repeatedly that something called ‘the scientific community’ had affirmed the science beneath this inquiry … Global warming enlisted the collective reputation of science. Because ’science’ said so, all the world was about to undertake a vast reordering of human behavior at almost unimaginable financial cost. Hard science, alongside medicine, was one of the few things left accorded automatic stature and respect by most untrained lay persons.

But because of the Climategate scandal — an “epochal event” — the public’s view of science is about to change.

The average person reading accounts of the East Anglia emails will conclude that hard science has become just another faction, as politicized and “messy” as, say gender studies … If the new ethos is that “close-enough” science is now sufficient to achieve political goals, serious scientists should be under no illusion that politicians will press-gang them into service for future agendas. Everyone working in science, no matter what their politics, has a stake in cleaning up the mess revealed by the East Anglia emails. Science is on the credibility bubble. If it pops, centuries of what we understand to be the role of science go with it.

For some, global warming politics and ideology are all that matter; you can recognize them by their lack of interest in the details of climate science and their attempts to ignore or divert attention from the science-related content of Climategate.

Science should be quite different from politics in both methods and goals, and certainly needs to move farther away from politics so that the scientific method can flouish again. As long as politics and ideology dominate science — as they have in the climate change field — we can never know what really exists in the Universe and how it works.

If the universities and governments affected by Climategate take appropriate action against those who stifled the free and open discussion of scientific data and issues in Climategate, the essence of science and even science’s public image can recover.

In a best-case scenario, Climategate could ironically help stimulate the New Space Age by strengthening our global financial picture, helping people everywhere regain a positive, even ebullient feeling about the future, promoting 1960s-style pro-technology, prosperous attitudes, and reaffirming that science is indeed a reliable tool for expansion of human civilization from a vibrant Earth into the cosmos.

If the last 200 years of Maslow Windows are any guide, that’s what we should expect will happen.

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Sep 28 2009

New York Times Sunday Opinion Page Features Long Wave Analogs

On Sundays I usually take a quick tour of the New York Times OpEd section to see if they have any interesting long-term insights. Today I was intrigued by two celebrated columnists who happen to be on the same page (12): Frank Rich on “Obama at the Precipice” about the threat of Afghanistan to Obama’s presidency, and Thomas Friedman on “The New Sputnik” about China going green.

Did China just launch its 21st century version of Sputnik, the first artificial satellite that was in 1957 “the shock of the century”? Click sputnik.jpg

I’m always encouraged when I see major journalists attempting to play the “long wave” analysis game, even if they don’t call it that. And we definitely have two of them here. But the end result is often questionable. For example, I can’t see a significant parallel with a green China and Sputnik, although Friedman does. And, although many folks are fascinated with proposed parallels between Afghanistan and Vietnam, Rich’s explanation isn’t very convincing to me. So I give them an “A” for their creative approach, but have to give them a “C-” for their analysis. Here’s why.

21stCenturyWaves.com explains the clearly observed, twice-per-century major clusters of great explorations (e.g., Lewis and Clark), macro-engineering projects (e.g., Panama Canal), and major wars (e.g., World War I) as fundamentally driven by long waves in the economy — essentially a 56-year long business cycle — that is documented back almost 200 years.

This is a powerful idea that offers us scientific predictability for the next 20+ years of major exploration, engineering, and military events, based on patterns in macroeconomic data and historical trends over the last 200+ years. The basic idea is that many major events in society are being enabled and/or encouraged by our position in the 55-60 year long wave.

Rich seems excited about this idea. For example, “Analogies between Vietnam and Afghanistan are the rage these days.” Referring to the “hawkish young President Kennedy wrestling with Vietnam during his first months in office. … The remarkable parallels to 2009 became clear last week…” And as Gordon Goldstein — author of Lessons in Disaster, the new “must-read book” for Obama — recently said to Rich, “it’s ‘eerie’ how closely even these political maneuvers track those of half a century ago, when JFK was weighing whether to send combat troops to Vietnam.”

And yet Rich uses the long wave idea in a casual way. One problem is that 2009 minus 56 (the approximate length of the long wave) is 1953 — several years before John F. Kennedy became president. This date suggests there might be interesting parallels between 2009 and the Korean War, a conflict that involved the United Nations and others in a proxy war that was part of the larger Cold War; it ended in 1953.

Even a year or two makes a difference in the long wave’s influence on society. For example, in July, 2007, the world was still experiencing the “greatest boom ever,” which was only months before the Panic of 2008. This reminds us that JFK became president as the 1960 economic boom was taking off — certainly a far cry from the experience of Obama who was greeted by the Panic of 2008 and a great recession. Not to mention that no Vietnamese soldier ever directly attacked New York City. While there might eventually be political dangers for Obama in Afghanistan, parallels between the context and events of Vietnam and Afghanistan are exaggerated.

Friedman, in “The New Sputnik,” is a little better with his arithmetic, but less convincing with his analysis. Sputnik’s surprise launch was in 1957 (remember that 2009 – 56 = 1953) which is only 4 years off; about 1/2 the error of Rich. However, Friedman equates Sputnik with China’s recent energy direction, “I believe the Chinese decision to go green is the 21st-century equivalent of the Soviet Union’s 1957 launch of Sputnik — the world’s first Earth-orbiting satellite.” Friedman refers to China’s decision to invest in solar energy, wind power, and batteries so they can exploit future global markets in these areas.

I think the challenge that China presents to the West in these technologies will increase global competition and thus have a net positive effect. However, I see little relation of this to Sputnik, as Friedman essentially admits, “Unfortunately we’re still not racing. It’s like Sputnik went up and we think it’s just a shooting star.”

In 1957, nobody had to explain the symbolic, technological, and military threat of Sputnik to the West. Sputnik changed the world and launched the first Space Age that culminated in an American on the Moon in 1969.

Unless we are able to channel global interests in lunar bases and the commercial development of space into a “Grand Alliance for Space,” we may be forced to re-live a Sputnik-like event near 2013 when possibly a China-led consortium announces their program for the aggressive exploration and colonization of space, including the ultimate “green” technology: space-based solar power collectors that provide inexhaustible, clean energy to Earth to meet the 24/7 demands of economic growth everywhere on Earth.

Now that’s a Sputnik-like event that everyone would recognize.

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Sep 24 2009

How President Obama is Creating the New Space Age

Fear not. The Augustine Commission and Congress notwithstanding, President Obama is setting the stage for the next Space Age. And below I examine 2 specific, well-constrained scenarios, and their dynamics, showing how this is likely to occur.

Norman Augustine, former Lockheed Martin CEO, states we need $ 3 billion more per year to have a viable Moon program. Click augustine.jpg.

It is true that chair Norman Augustine — who’s becoming known as “the 3 billion dollar man” — insists, “The current program that’s being pursued is not executable,” because a return to the Moon requires $ 3 B more annually. It’s also true that in response to an Arizona Congressman (who’s married to an astronaut) who accused Augustine of presenting “a set of alternatives that look almost like cartoons,” Augustine retorted, “I respect your feelings, but I must question your facts.”

But this is all just the usual short-term political stuff.

In reality — as the last 200+ years have shown — extraordinary pulses of activity in exploration and engineering are enabled by reliable, long-term business cycles. And all indicators suggest we’re sneaking up on the edge of another Golden Age of Prosperity, Exploration, and Technology(GAPET).

Typically, during the twice-per-century upswings of the long economic wave and within a decade after a major financial panic (such as the Panic of 2008) and its major recession, we emerge into an ebullient, transformative decade known as a Maslow Window. Perhaps the most ebullient one followed the Panic of 1893 and was led by Theodore Roosevelt: the Peary/Panama Maslow Window from 1903 to 1913. But before that the mid-19th century Dr. Livingstone/Suez Maslow Window produced the “technological jewel of the 18th century,” the Suez Canal, and the famous Lewis and Clark Maslow Window opened the Great Northwest to the world in 1805.

Our most recent Maslow Window — the stunning 1960s Apollo Moon decade — was unique in the last 200+ years in that it wasn’t immediately preceded by a financial panic or great recession. But the approaching Maslow Window, expected to open near 2015, resumed the much more “normal” sequence of the last 200+ years when the Panic of 2008 heralded its impending arrival.

So one key lesson of the last 200 years is: The Panic of 2008 supports our expectation that the next Maslow Window — the next Golden Age of Prosperity, Exploration, and Technology — will open near 2015.

And President Obama is playing a key role in triggering GAPET, although there is understandably a lot of confusion about that, especially among those unaware of the long-term forces that govern the ebullient, large-scale human affairs of Maslow Windows.

For example, shortly after the Panic of 2008, Reagan economist Arthur (“Laffer Curve”) Laffer complained that President George W. Bush “will be remembered like Herbert Hoover…(and that) the age of prosperity is over,” (WSJ, 10/27/08). And others — including Obama — have compared Obama to Franklin D. Roosevelt who was president during the Great Depression. Surprisingly, Keynesian economists George Akerloff (a Nobel-winner) and Robert Shiller don’t think FDR (or Hoover) went far enough:

“Confidence — and the economy itself — was not restored until World War II completely changed the dominant story of people’s lives, transforming the economy.”

In reality, 21stCenturyWaves.com has identified the Great Depression as an example of panic/recessions that occur 16-18 years after a Maslow Window (another is the Great Victorian Depression of 1873); they tend to be very long and severe as the long wave descends. Conversely, the Panic of 2008 is typical of upswings in the long wave that precede, by less than a decade, the transformative GAPET of Maslow Windows. While still an economic crisis characterized by major suffering, the Panic of 2008 had only a small chance (e.g., WSJ, 9/1/09; Allan Meltzer) of ever evolving into a true 1930s-style Depression (e.g., 25% unemployment).

Given the high likelihood of our next Maslow Window materializing near 2015, the key question is: How will Obama create the exceptional prosperity that is the hallmark of such Camelot-like times?

There are basically 2 options:

OPTION I: Obama becomes a 2-term President: He becomes the new John F. Kennedy without the Vietnam-style baggage of LBJ.
Historical/Economic Model: The 1960s Apollo Maslow Window.

Three ways Obama could trigger prosperity are:

a) The recession will end naturally and prosperity will follow.
Post-War recessions have averaged 11.3 months in length (with the longest 16 months) and the current one is 22 months old. Most economists think the economy hit bottom recently and is currently recovering.

b) Obama will “reset” his presidency resulting in prosperity.
Ted Van Dyk, a long-time Democrat and formerly Vice President Hubert Humphery’s assistant in the LBJ Whitehouse, advises Obama to cut back his proposals and expectations (WSJ, 7/17/09):

“You made promises about jobs that would be ‘created and saved’ by the stimulus package. Those promises have not held up. You continue to engage in hyperbole by claiming that your health-care and energy plans will save tax dollars. Congressional Budget Office analysis indicates otherwise.”

c) The Keynesians are right and major government spending and deficits result in prosperity.
For example, according to British Prime Minister Gordon Brown, the idea of slowing major stimulus spending would be an “error of historical proportions,” (WSJ, 9/22/09; B. Stephens). And George Akerloff and Robert Shiller (WSJ, 4/24/09) believe that,

An understanding of animal spirits — the human psychology and culture at the heart of economic activity — confirms the need for restoring the role of regulators as guiding hands in a healthy, productive free-enterprise system. History — including recent history — shows that without regulation, animal spirits will drive economic activity to extremes.

Importantly, an especially intense version of animal spirits (called “ebullience” here) is apparently responsible for the extraordinary exploration and engineering activities during Maslow Windows.

Bottom Line for Option I:
It appears that combinations of b and c are unlikely, but various combinations of a and b or a and c could occur.

In either case, Obama becomes the new JFK. He continues the brilliant, transformative lagacy of Theodore Roosevelt and the Panama Canal, that began with Thomas Jefferson and the Lewis and Clark expedition.

OPTION II: Obama becomes a 1-term president: He becomes the new Grover Cleveland (and possibly LBJ), and leads to a pro-prosperity Republican presidency.
Historical/Economic Model: The Peary/Panama Maslow Window (1903-13).

The New York Times (9/6/09; Richard Stevenson) observed that,

Nearly eight months after the inauguration, the economy … has stabilized sufficiently that the nation is no longer gripped by the sense of urgency that allowed Mr. Obama, almost without challenge, to carry out an audacious act of industrial engineering: reshaping the automobile industry from the Oval Office in a matter of weeks … On health care, he is getting no such philosophical pass … The most relevant political framework instead appears to be a more problematic one inherited from his predecesser: a general loss of faith in government.

On August 21, the Wall Street Journal (8/25/09; William McGurn) reported that,

White House spokesman Robert Gibbs said his boss was “quite comforrtable” with the idea that sticking to his agenda may well mean “he only lives in this house” for one term.

Indeed, if unemployment remains high into 2012, reelection will be a challenge for Obama.

Three things that could hinder Obama’s reelection are:

a) The Stimulus has not worked.
The Wall Street Journal (9/17/09; Cogan,Taylor,Wieland) reports that,

The data show government transfers and rebates have not increased consumption at all … and that the resilience of the private sector following the fall 2008 panic — not the fiscal stimulus program — deserves the lion’s share of the credit for the impressive growth improvement from the first to the second quarter.

And as unempoyment heads toward 10%, Obama’s promise that rapid passage of the stimulus package would keep unemployment below 8% has not been realized.

b) Obama’s economic policy may be fundamentally flawed.

Published economic research by the current head of President Obama’s Council of Economic Advisors — Christina Romer — raises doubts about Obama’s policy of major government spending to end the recession. The Wall Street Journal (8/21/09; Alan Reynolds) quotes Professor Romer’s 1999 study (J. Econ. Perspect.) that between the pre-WW I era and the era of big government (post-WW II), “recessions have become only slightly less severe…and recessions have not become noticeably shorter,” in fact post-WW II recessions are one month longer. WSJ concludes that, based on economic history since 1887, “bigger government appears to produce only bigger and longer recessions.”

If this is true, Obama’s large stimulus/bailout packages and large federal budgets will not stimulate the economy in his first term.

According to William Gale of Brookings,

The budget outlook at every horizon is troubling: the fiscal-year 2009 budget is enormous; the ten-year projection is clearly unsustainable; and the long-term outlook is dire and increasingly urgent.

Add to this White House projections of a 10-year record federal deficit of $ 9 T, and by next decade’s end the national debt will be 75% of GDP, and it’s easy to see why Obama’s job approval ratings have settled into the low 50s.

c) Afghanistan turns into Vietnam.

The New York Times (8/23/09; Peter Baker) has focused on the dangers a protracted conflict in Afghanistan could have on Obama, “The LBJ model — a president who aspired to reshape America at home while fighting a losing war abroad — is one that haunts Mr. Obama’s White House as it seeks to salvage Afghanistan while enacting an expansive domestic program.”

And despite considerable personal popularity around the world, “All that good will so far has translated into limited tangible plicy benefits for Mr. Obama … foreign leaders have not gone out of their way to give him what he has sought,” (NYT, 9/20/09; Peter Baker)

An interesting bottomline emerges:

Re: Prospects for the New Space Age Near 2015:
Based on patterns in macroeconomic data and historical trends over the last 200 years, all realistic roads lead to a 2015 Maslow Window featuring a Golden Age of Prosperity, Exploration, and Technology, although wildcards are possible.

Re: Mr. Obama’s Prospects:
Despite the fact that Mr. Obama is currently setting the stage for a robust, transformative new Space Age within the next 3-5 years, his presidential prospects remain uncertain.

Obama’s long wave timing and election circumstances (i.e., panic/recession) have more parallels with the 1893-1913 Peary/Panama Maslow Window — in which a 1-term Democrat (Grover Cleveland) was replaced by a pro-prosperity Republican — than with the 1949-1969 Apollo Maslow Window of John F. Kennedy. And Obama’s continuing challenges with high unemployment, record deficits, huge budgets, and Afghanistan, pose real dangers for him.

As the New York Times noted and as evidenced by Obama’s descending poll numbers, many Americans are again expressing skepticism about big government and the economy. Obama will have to create prosperity — the cornerstone of the 2015 Maslow Window — and given Obama’s popularity and flexibility, he’s quite capable of doing it.

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Sep 14 2009

Fred Kaplan's "1959 — The Year Everything Changed" Points to the New Space Age

Special thanks to one of my readers who heard Dr. Kaplan on the radio describing his book and thought it sounded like a Maslow Window.

If I were to recommend 3 well-researched books that wonderfully share the flavor of the 1960s Apollo Maslow Window, I would choose these:
1) All You Need is Love — The Peace Corps and the Spirit of the 1960s (1998), by Elizabeth Cobbs Hoffman, a historian at San Diego State University,

2) 1973 Nervous Breakdown — Watergate, Warhol, and the Birth of the Post-Sixties America (2006), by Andreas Killen, a historian from City College of New York, and

3) the most recent one, 1959 — The Year Everything Changed (2009) by Fred Kaplan, a columnist for Slate magazine with expertise in geopolitical issues and pop culture, as well as a PhD in political science from MIT.

Fred Kaplan’s new book, 1959 — The Year Everything Changed, is a preview of coming attractions for the new Space Age arriving near 2015. Click kaplan.jpg.

I’ve had the pleasure of commenting on how Professor Hoffman’s book captures the idealistic, transformative essence of the early 1960s zeitgeist with “Make Love, Not War”, “The belief in humanity’s inherent need for great meanings…”, “all of the Peace Corps is an act of faith…”, and “For the first time in human history, a majority of people … could have all of their needs and most of their desires met on demand.” Without even mentioning the Apollo Moon program she brilliantly evokes the feeling of 1960s ebullience! On the other side of the coin is Professor Killen’s book describing America’s “nervous breakdown” as the 1960s Maslow Window slammed shut — the title says it all. I will soon share a sampling of Killen’s profound and sobering insights in another post.

However, Dr. Kaplan’s book describes how the ebullience of the most recent Maslow Window began in the late 1950s. Of course it was “the year that everything changed.” If you haven’t read this book, you should get it.

According to Kaplan,

1959 was the year when the shockwaves of the new ripped the seams of daily life, when humanity stepped into the cosmos and also comandeered the conception of human life, when the world shrank but the knowledge needed to thrive in it expanded exponentially, when outsiders became insiders, when categories were crossed and taboos were trampled, when everything was changing and everyone knew it — when the world as we know it began to take form.

Wow! I was just a little kid then and that’s the way it felt, although I didn’t understand much of it until later. Remember that 1959 was the year that the 1960s Apollo Maslow Window splashed open and changed history. And, that 1959 is akin to 2015 — i.e., 1959 plus one 56 year long wave –when we can expect similar rapidly-paced social and technological upheavals.

Speaking of fast-paced, 1959 was the year of:

…the microchip, the birth-control pill, the space race, and the computer revolution; the rise of Pop art, free jazz, “sick comics”, the New journalism, and indie films; the emergence of Castro, Malcolm X, and personal superpower diplomacy; the beginnings of Motown, Happenings, and the Generation Gap — all bursting against the backdrop of the Cold War, the fall-out shelter craze, and the first American casualties of the war in Vietnam.

As we approach the “new 1959″ (coming near 2015), the analogous stream that Kaplan’s list triggered in me includes: transhumanist technology, expanding cable news, the blogosphere culture, extra-solar planets, new Castro-like figures, a possible new Cold War, and asymmetric terror-related wars in Iraq and Afghanistan…not to mention the new international space race!

And as Kaplan sketches below the 1960s frontier of JFK and Camelot, we can begin to envision the outlines of our new frontier (of the 2015 Maslow Window) taking shape now, nearly one long wave after 1959…

And tomorrow promised to be not just another day but a new dawn. The era’s rising young political star, John Fitzgerald Kennedy, would run for president on a slogan of “Leadership for the ’60s” — the first time that the future was defined in terms of a decade … (of) great change. Kennedy presented himself as a man … keen to explore “the New Frontier.”

The phrase was a reference to Frederick Jackson Turner’s classic essay of 1893, “The Frontier in American History,” which argued that the “American character” … was a product of the frontier’s vast emptiness, with its prospect of a continuous “expansion westward,” each step siring “new opportunities ” for conquest, settlement, and “perennial rebirth.”

By the 1950s, this frontier had long been filled and settled. The new frontier now lay in outer space, and its prospect of seemingly infinite expansion set off a new wave — a new way of seeing and experiencing on Earth.

The space program itself … spurred scientists to develop new technologies — most notably the microchip and faster, smaller computers — which would transform the fantasies of science fiction into the routines of daily life.”

I really like Kaplan’s book; it put me into “flow” where several hours passed without my noticing. Kaplan’s 1959… reminds me of what the 2015 Maslow Window will feel like.

Keep in mind that Turner’s essay on the American frontier was written in 1893, the same year as the famous financial panic that triggered a deep recession throughout the 1890s. But by 1899 prosperity began to return which triggered the extraordinary boom of probably the most ebullient decade in U.S. history — the Peary/Panama Maslow Window led by Teddy Roosevelt.

Based on the macroeconomic data and historical trends of the last 200 years, our projections for the 2015 Maslow Window suggest it will dwarf the 1960s!

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Aug 29 2009

State of the Wave — Obama is Not LBJ; New Space Age Will Bloom

This State of the Wave updates my January list of “10 Space Trends for 2009” and synthesizes new insights into Obama’s presidency as well as prospects for the approaching new Space Age in 2015.

This post marks a significant departure from my previous view of the 2015 Maslow Window. Indeed, the weight of new data and interpretations opens up the possibility that the 2015 decade may be even more than merely an analog of the spectacular 1960s Apollo Maslow Window.

With the Apollo Moon project’s continuing success and his unparalleled Great Society programs, Lyndon B. Johnson (2nd from left) was on track to become one of the most celebrated presidents in U.S. history, until Vietnam ended his career. Click lbj.jpg.

The New York Times recently (8/23/09; Peter Baker) suggested — in “L.B.J. All the Way” — that Obama’s “presidency may ultimately be decided in the rugged terrain of Afghanistan.”

Let’s be honest: This is not the most insightful idea I’ve ever seen in the Times, but at least it was inspirational (to me) and resulted in “The State of the Wave…” that you see here.

The Times’ approach strikes me as typical of continued unfairness to Obama from most of the media, much like his supporters who, ever since the campaign began, unrealistically projected their near-messianic hopes and aspirations on him. Admittedly, Obama encouraged this premature hero worship, like any politician trying to get elected would, but for the Times to draw a parallel this early in Obama’s term between Afghanistan and the Vietnam War of President Lyndon B. Johnson (LBJ) — who, along with President John F. Kennedy (JFK), presided over much of the 1960s Apollo Maslow Window — is really a stretch.

Before we dive in let me make a couple contextual points:

Because of impressive macroeconomic and historical evidence of the last 200 years, I have been compelled to admit to myself that, in some key ways, I am essentially an “economic determinist,” — but not in the usual sense. With me, it refers only to the fact that over the last 200+ years, long waves in the economy enable clusters of large engineering projects (e.g., Panama Canal) and great human explorations (e.g., Apollo Moon), as well as major wars (e.g., W. W. I), exclusively during rhythmic, twice-per-century pulses of ebullient activity (called Maslow Windows). This long-range perspective provides unique insights that fundamentally motivate this post, and most others on this blog.

Secondly, in 21stCenturyWaves.com the focus is on evaluating our technology and space forecasts in the context of key events and global trends using the 10 Wave Guides, not to express preferences for politicians or parties. We seek to identify what is most likely to happen, not what should happen or what we would like to happen. In essence, this strives to be a reality-based blog, even when we set sail into the far future.

This is such a remarkable time — economically and geopolitically — in U.S. and world history, that the last 200 years point to really only 2 likely Scenarios for the next 15 – 20 years:

Scenario 1: The 1960s John F. Kennedy (JFK) Replay … In which the economic and geopolitical trends of 1945 – 1960 reappear about one long wave later — between 2000 and 2015 — including the end of a world war, a great economic boom, and the election of a charismatic JFK-style Democratic president, that trigger a Super Apollo Maslow Window (2015 – 2025) featuring a Camelot-like zeitgeist.
Or…
Scenario 2: The 1900s Teddy Roosevelt (TR) Encore … In which the economic and geopolitical trends of 1888 – 1903 reappear about two long waves later — between 2000 and 2015 — including a financial panic followed by a major recession, and the election of a charismatic TR-style Republican president, that trigger a Super Apollo Maslow Window (2015 – 2025) featuring a Panama Fever-style zeitgeist.

Until recently, I have seriously considered only the “JFK Replay” as the nominal scenario for the 2015 Maslow Window, but recent economic and political events have convinced me to also consider the “TR Encore.”

It’s of particular interest that in both 2015 Maslow Window scenarios above, the key difference is which political party provides leadership, NOT whether major unprecedented technology and space activities (that I’ve estimated costing between $ 1 T and 3 T, current USD) will occur. In fact, based on macroeconomic data and historical trends of the last 200+ years, we can expect they will.

But why does the politics differ between the JFK Replay and the TR Encore?

History and common sense suggest that the state of the economy is a major influence on the outcome of U.S. presidential and congressional elections. This was concisely expressed by Bill Clinton’s staffer James Carville during the 1992 campaign, “It’s the economy, stupid.” In a similar vein, the Wall Street Journal (6/4/09) has suggested the Obama presidency will “rise or fall” on the economy.

In U.S. history, major wars can also sway elections. For example, the end of W. W. II in 1945 resulted in a post-War boom that was uninterrupted by a 1929-style financial panic, and culminated in the 1960s Apollo Maslow Window — a boom of unprecedented, widespread affluence.

To discern which Scenario is more relevant to the 2015 Maslow Window we compare the economic and geopolitical situation since 2000 with the 25 years preceding 1970 and also 1913.

Since 2000:
We experienced the financial Panic of 2008 and are still suffering from a major global recession. Although Iraq and Afghanistan have been traumatic wars, there was no major W. W. II – style global war in the 1980s or 1990s or since 2000.
1945 – 1970:
There was no 1929-style financial panic during this interval. The Vietnam War/Cold War was a major, international war for America.
1888 – 1913:
The financial Panic of 1893 was followed by the major 1890s recession; there was no major W. W. II – style global war during this interval.

It appears that the decade just before the Peary/Panama Maslow Window (1903-1913) of TR shares more key elements in common with our current trajectory toward 2015 than the decade just prior to the 1960 Apollo Maslow Window of JFK.

This long-term analysis presents us with a powerful window into the future and suggests real political dangers confront Obama.

For example:
1) Some commentators suggest that unless Obama is able to reduce unemployment below 10% by the next presidential election (2012) he risks defeat. In a previous post, I plotted recent unemployment rates against those near the Panic of 1893 (as estimated by Christina Romer; see #2 below). If the 1890s are a good economic model for current circumstances, the 2012 goal will be a close call.

2) Published economic research by the current head of President Obama’s Council of Economic Advisors — Christina Romer — raises doubts about Obama’s policy of major government spending to end the recession. The Wall Street Journal (8/21/09; Alan Reynolds) quotes Professor Romer’s 1999 study (J. Econ. Perspect.) that between the pre-WW I era and the era of big government (post-WW II), “recessions have become only slightly less severe…and recessions have not become noticeably shorter,” in fact post-WW II recessions are one month longer. WSJ concludes that, based on economic history since 1887, “bigger government appears to produce only bigger and longer recessions.” If this is true, Obama’s large stimulus/bailout packages and large federal budgets will make the 2012 goal hard to achieve.

Obama’s current economic and political difficulties suggest that the chronology of the 1890s may be relevant to the 2015 Maslow Window.

1893 – 1897: Grover Cleveland, the first Democrat elected after the Civil War, became president during the 1890s recession right after the Panic of 1893. Although elected with a bi-partisan majority, his policies during the 1890s recession were generally unpopular. His party deserted him and nominated William Jennings Bryan in 1896.
1897 – 1901: Republican William McKinley defeated Bryan calling himself “the advance agent of prosperity.” In 1900, McKinley again campaigned against Bryan. While Bryan inveighed against imperialism, McKinley quietly stood for “the full dinner pail.” McKinley won again but was assassinated in September, 1901.
1901 – 1909: Theodore Roosevelt, not quite 43, became the youngest President in the Nation’s history. He brought new excitement and power to the Presidency, as he vigorously led Congress and the American public toward progressive reforms and a strong foreign policy. Roosevelt steered the United States more actively into world politics. He liked to quote a favorite proverb, “Speak softly and carry a big stick. . . . ” Aware of the strategic need for a shortcut between the Atlantic and Pacific, Roosevelt ensured the construction of the Panama Canal. He won the Nobel Peace Prize for mediating the Russo-Japanese War, reached a Gentleman’s Agreement on immigration with Japan, and sent the Great White Fleet on a goodwill tour of the world. Some of Theodore Roosevelt’s most effective achievements were in conservation.

Teddy Roosevelt presided over perhaps the most ebullient time — the Peary/Panama Maslow Window — in U.S. history.

Here are the Bottom Lines:

1) Following decades with wildly different economic and geopolitical circumstances — the Maslow Windows of both TR and JFK featured spectacular, unprecedented great explorations (polar expeditions, Apollo to the Moon) and massive MEPs (Panama Canal, Apollo/Saturn V space infrastructure). They will be even greater during the 2015 Maslow Window.

2. Obama is not LBJ largely because of the vastly divergent economic worlds they each inherited. During the greatest economic boom up to that time, LBJ inaugurated the Great Society and successfully built the Apollo Moon program that JFK started. Such things are much more difficult for Obama to contemplate now because of the global recession and and its limited political vistas.

3. Obama faces significant economic and political challenges during the next few years. If he does not succeed, he may become Grover Cleveland instead of Lyndon Johnson, and Scenario #2 — the TR Encore — would be likely after 2015. Obama’s success would point to a JFK/Camelot-style Maslow Window.

21stCenturyWaves.com’s Tentative Forecast is … Given our current economic and geopolitical trajectory toward 2015 and the patterns of the last 200 years: Scenario #2 is more likely. However Obama still has time to reverse this trend and to shape the 2015 Maslow Window in his likeness.

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