Great stuff - thanks for these thought-provoking and bold predictions.

Thoughts:

1) India is booming but nobody wants to call Modi a dictator. He is a dictator, and a corrupt, ethnic-cleansing, power-greedy nationalist dictator. Will this hurt India's global trade?

2) Netflix is running away with the prize. Apple and Amazon are uniquely positioned to throw cash at the problem, where shareholders of Disney and other linear media companies do not have the means or the appetite. Why are they not fighting?

3) Housing may see a decline in home values. Massive construction in CA, OR and many dense urban areas + decrease in lending rates expected + sellers finally ready to get out of their 3% mortgages = flooded market.

Thanks for all you do Scott.