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George Friedman - Americas Discord, the Coming Crisis of the 2020s, and the Triumph Beyond

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George Friedman Americas Discord, the Coming Crisis of the 2020s, and the Triumph Beyond
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ALSO BY GEORGE FRIEDMAN Flashpoints The Next Decade The Next 100 Years - photo 1
ALSO BY GEORGE FRIEDMAN

Flashpoints

The Next Decade

The Next 100 Years

Americas Secret War

The Intelligence Edge

The Future of War

The Coming War with Japan

The Political Philosophy of the Frankfurt School

Copyright 2020 by George Friedman All rights reserved Published in the United - photo 2

Copyright 2020 by George Friedman

All rights reserved. Published in the United States by Doubleday, a division of Penguin Random House LLC, New York, and distributed in Canada by Penguin Random House Canada Limited, Toronto.

www.doubleday.com

DOUBLEDAY and the portrayal of an anchor with a dolphin are registered trademarks of Penguin Random House LLC.

Illustrations created by Stacy Haren from Geopolitical Futures.

Maps and charts created by Geopolitical Futures.

Cover photographs: flag by Andrew Lundquist, lightning by FIMP; both Shutterstock

Cover design by Michael J. Windsor

Library of Congress Cataloging-in-Publication Data

Names: Friedman, George, author.

Title: The storm before the calm : Americas discord, the coming crisis of the 2020s, and the triumph beyond / by George Friedman.

Description: First edition. | New York : Doubleday, [2020]

Identifiers: LCCN 2019032726 (print) | LCCN 2019032727 (ebook) | ISBN 9780385540490 (hardcover) | ISBN 9780385540506 (ebook) | ISBN 9780385543187 (open market)

Subjects: LCSH: Twenty-first centuryForecasts. | United StatesPolitics and government21st centuryForecasting. | United StatesForeign relations21st centuryForecasting. | United StatesEconomic conditions21st centuryForecasting. | United StatesCivilization21st centuryForecasting.

Classification: LCC E893 .F75 2020 (print) | LCC E893 (ebook) | DDC 909.83dc23

LC record available at https://lccn.loc.gov/2019032726

LC ebook record available at https://lccn.loc.gov/2019032727

Ebook ISBN9780385540506

v5.4

ep

Dedicated to the future of America, my grandchildren:

Ethan, Austin, Mira, Asher, Ari, Kathryn, Nicholas, and Douglass

It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of light, it was the season of darkness, it was the spring of hope, it was the winter of despair. We had everything before us, we had nothing before us. We were all going direct to Heaven, we were all going direct the other wayin short, the period was so far like the present period, that some of its noisiest authorities insisted on its being received for good or evil, in the superlative degree of comparison only.

Charles Dickens

Contents
List of Illustrations

The Original Silk Road

Atlantic Winds and Currents

The Great Appalachian Valley

American Colonies, 1775

The Origins of the United States

American Rivers

Indian Nation Groupings, 1800

Comanche Empire

Annual Average Precipitation, 19611990

Forest Land in the United States

Population Density, 2010

Mountains and Rivers

The United States After 1836

U.S. Government Debt to GDP

Total U.S. Assets and Liabilities

Household Income Stays Flat

The Gap Widens

Federal Government Employees

Labor Productivity: Real Output Per Hour

Growth of U.S. GDP

Introduction

The United States is living through a difficult time. Americans are focused on Donald Trumps presidency. His enemies believe him to be corrupt and incompetent. His supporters regard him as the victim of an entrenched elite wanting to destroy him. Much of the tension focuses on Trump, as if he alone were the problem or the solution.

There is nothing new about this. The kind of mutual rage and division we see in America today is trivial compared with other times in U.S. historythe Civil War, in which 650,000 died, or the 1960s, when the Eighty-Second Airborne was deployed to fight snipers in Detroit. Abraham Lincoln was called illiterate and an ape. Richard Nixon was called a criminal, which he turned out to be, even though he blamed it all on the media. Some presidents like Lincoln, Nixon, and Trump are reviled by some and loved by others, but the reality is they are not powerful enough to be causing the problemsnor in control of the underlying currents they are riding.

Americans place a great deal of emphasis on the president, going back to Washington, Jackson, or Lincoln. This is ironic, because the American president has little power compared with European prime ministers. The founders set this up intentionally, and this arrangement has stood the test of time. A president faces two parliaments, countless federal judges, and fifty sovereign states. He can rarely achieve anything, but he focuses the mind of the nation. So, when the nation goes through one of its periodic and predictable crises, rather than understanding the impersonal forces driving events, Americans blame or praise the president.

This is a book that focuses on the underlying process in American history, explaining this moment we are in within the context of our broader history and putting the current passions into context. It will also explain the very real coming crisis of the 2020s2030s and ultimately show how the United States will deal with the pain and confusion and emerge on the other side stronger and more dynamic.

At the moment, a series of deep structural changes are taking place in the United States, and these changes are creating profound stresses. The federal government is undergoing a periodic shift in which its operations and traditional relationships to society are changing. That shift is driven by increasing failure in the system. Simultaneously, the economic system is undergoing a fundamental shift driven partly by an excess of money and limited opportunity for investment. This in turn results in a massive decline in productivity growth due to a falloff in innovation. Between these two stresses, and the pressure that emerged from the United States trying to find its balance in the global system, the glue that was holding American society together has weakened and will continue to decline throughout the 2020s. And regardless of who is president, fear and loathing will stalk the land for another decade.

This is not the first time this has happened, by any means.

If we step back and take the long view, there are two major cycles in American history, and by understanding these cycles, we can understand the situation in the United States today. One is the institutional cycle, which has transpired approximately every eighty years. The first institutional cycle began with the end of the Revolutionary War and the drafting of the Constitution in the mid-1780s and ended in 1865 with the Civil War. The second institutional cycle ended eighty years later with the end of World War II. The strains of the next transition are becoming obvious now and will take place around 2025.

The second major cycle is the socioeconomic, which has occurred approximately every fifty years. The last shift happened around 1980, when the economic and social dysfunction that began in the late 1960s culminated with a fundamental shift in how the economic and social systems functioned. As I will explain in more detail in later chapters, the previous socioeconomic cycle changed in the early 1930s after the Great Depression started, and, before that, in the 1880s as the country refocused after the Civil War. We are now facing another period of social and economic instability that will conclude in the late 2020s.

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