How Donald Trump Fits Into the New World Order

Part of a mammoth trend sweeping the globe Business leaders must now confront a mammoth trend that’s just as significant for them as the quickening march of technology. It’s the global turn away from socialism in its many forms, away even from classical liberalism, and toward populism. The trend gained momentum over the weekend and…

Why Aren’t Investors Scared by Trump’s Shifting Positions?

The market has been rallying. Here’s why. On Tuesday, the first full trading day after Donald Trump posted a YouTube video outlining plans for his first 100 days, the Dow jumped to a new record, breaching 19,000 for the first time. Coincidence? Shrewd investor behavior? Insane market euphoria? Several commentators think this rally is nuts,…

Why Facebook Can’t Stop the Fake News

  But Mark Zuckerberg needs to try. Facebook’s Mark Zuckerberg on Friday night posted a message on his Facebook page about so-called fake news and the controversy over his company’s role in carrying it to hundreds of millions of users. “The bottom line is: We take misinformation seriously,” he wrote. Immediately adjacent to his post…

How Fortune 500 CFOs Are Preparing for a Trump Administration

They’re expecting a new trade environment and tax reform, to start. Talking yesterday with a group of Fortune 500 CFOs, I got some insight into what’s on their minds and how they’re responding to the advent of a Trump administration and a unified government, as well as to other large-scale trends. Their concerns and their…

Why We Still Need to Fight for Open Borders in the Age of Trump

It took 70 years to build a global openness that lifted billions out of poverty. Brexit could be regarded as a fluke. Brexit plus Trump starts to look like a trend. A large question for all leaders now is whether the trend becomes self-reinforcing, an accelerating spiral of nations rejecting the open global order built…

Meet Washington’s Newest Power Player, Jeb Hensarling

Congressman Jeb Hensarling’s free market ideas may suddenly hold sway. The stock market’s post-election Trump bounce is, like the electorate, sharply divided. Tech stocks are down, but financial companies are up strongly, apparently on optimism that Congress may well scale back or even replace the Dodd-Frank law, which Trump promised he would do. Such a…

Why Facebook and Google Still Resist Calling Themselves Media Companies

Even though they’re more influential than all the old media powers. Who are America’s media powers today? The election has put that question at the center of the news, but the answer applies far more broadly. For any leader in any field, understanding today’s most influential media players is crucial. Call them the new ‘Powers…

Trump’s Shifting Positions: How to Prepare for the Unpredictable

Business leaders need to imagine all kinds of scenarios — now. If you don’t use scenario planning for your business and for yourself, the time has come. That’s because we’re pretty certain that a Donald Trump presidency will bring much significant change yet remarkably uncertain of what it will be. For example, the Trump campaign’s…

Tim Cook’s Post-Election Email Was Exactly What His Employees Needed to Hear

His email to employees shows how businesses should respond. It was foolish for anyone to have imagined that the venomous partisanship of this election would dry up as soon as the votes were counted, and of course it hasn’t. Thousands of people protesting the result marched in cities across America yesterday, burning Trump effigies and…

Mass Deportations and a Wall: Will That Really Be Part of a Trump Presidency?

A look at what Trump can realistically can do. After the 1952 election, before turning the oval office over to Dwight Eisenhower, incumbent president Harry Truman told a visitor, “He’ll sit here, and he’ll say, ‘Do this! Do that!’ And nothing will happen. Poor Ike—it won’t be a bit like the Army. He’ll find it…

Here’s What to Expect from Trump’s First Year In Office

Fortune’s predictions for the Trump presidency. We’re assembling our predictions for 2017 in our annual feature, the Fortune Crystal Ball. Here, our forecasts for the first year of the Trump presidency. Turning our gaze forward to the next administration is a fraught process, simply because Donald Trump’s stunning ascension to power in Tuesday’s presidential election…

How Big Business Can Prepare for the Trump Presidency

It’s time to confront reality and plan. The many leaders in business and government worldwide whose scenarios for 2017 did not include this scenario will now confront reality and adapt. Where to begin? Think of the job in three categories: Adapting to massive policy uncertainty: Did Trump mean it when he said he might “renegotiate”…

A Divided Country, A Divisive Election: Where Do We Go From Here?

Can America be united again? When the winner becomes clear – quite possibly late tonight, but whenever it is – Hillary Clinton or Donald Trump will step onto a stage and give a victory speech. One of the ritual elements of the speech will be a fervent intention to unite the country, to be “a…

4 Reasons to Truly Hate Everything about the 2016 Election

Our leadership expert weighs in. We Americans have a long tradition of holding election-night parties, gathering friends around the TV to cheer or bemoan the results — but this year I propose a break with tradition. While this is kind of last-minute, it’s entirely feasible. Hold your party tonight instead. After all, we’ve got something…

Here’s Why the Pollsters and Pundits Could Be in for a Big Surprise on Election Day

The recent swings in polling data may be misleading. Here’s why. If you think everyone you know has been obsessed with this election so far, brace yourself for the remaining few days. In particular, we’re going to be entranced by every tremor in the polling data because for some reason we’re desperate to know the…

Don’t Blame Paul Ryan for Voting for Donald Trump

Fortune’s leadership expert, Geoff Colvin, says it was the principled move. Leaders in every field should pay close attention to Paul Ryan in weeks and months ahead. America’s highest ranking Republican as House speaker, he’s in an impossible situation facing irreconcilable conflicts between his duty, on the one hand, and his clear loathing for Donald…

Here’s What President Hillary Clinton’s Top 3 Priorities Will Be

And how they’ll impact business Let’s assume Hillary Clinton wins. Heaven knows all assumptions are perilous in this election, but some polling conducted after FBI director James Comey’s bombshell announcement last Friday still shows Clinton maintaining her six-point pre-announcement lead over Donald Trump in a four-way race. More important, RealClearPolitics’ electoral map, which is updated…