Davos 07: Does not compute?

There is an unspoken undercurrent in many of the debates here. I have been trying to put my finger on it and I think it's this: the economic forecasts are strong, business is good and continues to grow. But set against that is a formidable range of long-term risks and political instability - Iraq and the middle east, the possible consequences of climate change, a big realignment of the global economy with the rise of China and India, the major disruption to traditional businesses caused by the internet and more. Somehow these two "currents" of discussion don't sit together. Or to put it another way, can it last?