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June 2009 Archives

June 1, 2009

Coming gig for Tom in Raleigh

From PR Newswire:

On June 7th the Institute for Defense and Business (IDB) will be welcoming its fourth class of Log21 participants. Log21: Logistics for the 21st Century is a week-long executive education program designed for approximately 30 early-career, high-potential logisticians from the defense industry, the military, and the Department of Defense (DoD). Participant profiles include: private sector personnel three to eight years into their careers; O-3 to O-4 military participants; and GS-12 to GS-13/NSPS pay-band equivalent for government employees.

Iranian (American) politics

ARTICLE: Disgruntled Urbanites Could Sway Iran Vote, By Thomas Erdbrink, Washington Post, May 30, 2009

All indications are that it's Ahmadinejad trying to buy rural votes versus the two main challengers that will rely more on disgruntled urbanites, students and minorities.

Sounds very American, does it not? GOP v Dems?

What is in a war?

ARTICLE: New Virus Spurs Experts to Rethink Definition of Pandemic, By David Brown, Washington Post, May 31, 2009

This reminds me of the way we've down-defined wars (1000 deaths over 12 months, which is only 3 deaths a day!)

I'm watching Ken Burns' "The War" and you see these bomber runs over Germany and we'd lose 800 airmen--just that one mission, that one day.

Now we have pandemics where we lose a dozen people a week--worldwide!

And "quagmire" wars where a really catastrophic day is double-digit deaths--for the entire force.

Not complaining. It's a good thing, but fascinating how we cling to terms despite the qualitative changes.

Getting the New Core going on a huge cancer pool

IN DEPTH: "Philip Morris Unbound: Freed from Altria, CEO Louis Camelleri is racing to boost global sales as tobacco restrictions spread," by Nanette Byrnes and Frederik Balfour, BusinessWeek, 4 May 2009.

Map showing all the big targets where growth has skyrocketed thanks to heavy marketing: Brazil, South Africa, Ukraine, Russia, China and Indonesia.

To join the Core is to smoke yourself to an early grave, it would seem.

The Unflat World of Global Food Production

Last week's Economist carried a feature on a recent wave of farmland purchases in poorer parts of the world. The buyers? Cash-rich emerging markets and Arab oil states looking to insure themselves against future food shortages. And if you think that's just a reaction to last year's stunning spike in prices, think again. The new trend speaks to the impact global warming will have on where food will be produced in abundance in coming decades.

Continue reading Tom's 'The New Rules' column this week at WPR

June 2, 2009

Pakistan results and no US casualties

ARTICLE: Al-Qaeda Seen as Shaken in Pakistan, By Karen DeYoung, Washington Post, June 1, 2009

Lots of controversy on the drones with regard to creating local friction with populace, but the seminal attraction remains: no direct casualties on our side from ops.

Good summary piece on Kim succession issues

FRONT PAGE: "North Korea Plans Kim Succession, U.S. Believes," by Jay Solomon, Evan Ramstad and Peter Spiegel, Wall Street Journal, 23-24 May 2009.

Amidst all the goofball partisan finger-pointing on cable news shows, this is a great article to return to for ground truth. This crisis has little to do with us, missile defense, defense spending, or our commitment to Asian security.

This is an internal crisis masquerading as a regional crisis.

A bit hyperbolic (title at least) but the usual good stuff on Iran from Leverett and Mann

SUNDAY OPINION: "Have We Already Lost Iran?" by Flynt Leverett and Hillary Mann Leverett, New York Times, 24 May 2009.

You might remember the story of Flynt and Hillary from the excellent Esquire piece written by John Richardson a while back. Suffice it to say, they know from where they speak.

Basic line is a familiar one to readers here: Obama has probably already lost his chance to stop Iran from getting a bomb. Why? He's changed the one but keeps the essential dynamics in place: give up the bomb and we will reward you economically.

That is simply offering the insufficient for the profoundly desirable.

Also, the two argue that picking Dennis Ross was very unimaginative: he is a classic engage-with-pressure type who's timing is wholly out of synch with reality here. Iranians are said to view Ross as simply a tactic: he will offer a poor deal simply to clear the way for kinetics.

My take: he will offer a weak deal simply to clear the way for face-saving-but-useless sanctions ("unprecedented!" of course) and Obama's team will simply move on to the next negotiating venue (after Israel's strikes prove "amazingly effective" and then ultimately inconsequential).

Again, there is little good Obama play on this in the short term: the usual failures must be applied before the serious talking begins.

Why Iraq can explode

NATIONAL WEEKLY EDITION: "Iraq's Oil Fuels Problems," by Ernesto Londono, Washington Post, 25-31 May 2009.

Iraqi army majors making $70k a month embezzling state funds and Sunni guards walking away from their checkpoints because they haven't been paid in months.

It would seem that Iranian Shiites have nothing on their Iraqi co-religionists when it comes to running an inept, wildly corrupt government.

The trigger for the opening on Cuba (as always, it's greed)

NATIONAL WEEKLY EDITION: "Oil in the Gulf (of Mexico): Cuba's undersea stores could thaw trade with the United States," by Nick Miroff, Washington Post, 25-31 May 2009.

When I say greed, I mean both sides: Cuba wants the investment and America wants the close-in oil. Nice for Obama to show up on cue.

This story has laid around for several years now, but is building to a crescendo as of late: upwards of 20 billion barrels off Cuba's coast (actually, in a chunk almost equidistant between Cuba, Mexico and the U.S.). Also a lot of gas (but who doesn't have gas in this world?).

Time to toss the embargo and open this baby up!

June 3, 2009

Beautiful bit from Banyan on China's as world savior

ASIA: "May the good China preserve us: China is enjoying its new prestige as a global economic helmsman, but it still has problems at home," Banyan, The Economist, 23 May 2009.

The quintessential joke: "After 1989, capitalism saved China. After 2009, China saved capitalism."

Now the stretch I liked:

China has been doing its bit to act the part. It has blessed the IMF with a promise of $40 billion of its money. It has been signing up "swap" agreements with central banks from Indonesia's to Argentina's giving them access to billions of dollars-worth of Chinese yuan in a crisis. It has encouraged experiments with an inchoate offshore market in yuan in Hong Kong. And its central-bank governor has talked loftily of the need to replace the dollar as the world's reserve currency with something like the IMF's Special Drawing Rights (SDRs).

So far, however, all this smacks of political posturing. Since most Chinese exporters invoice in dollars it is hard to see who would want all those yuan anyway. China seems in no hurry to move towards full convertibility of the yuan and greater exchange-rate flexibility. And the talk of ditching the dollar comes oddly from a country that has done little to diversity its own massive holdings of foreign exchange. Raising the issue when it did seemed more designed to make a splash and change the subject at the G20 away from anything that might embarrass China.

In public, most Chinese leaders scoff at the idea that their own policies might have contributed to the crisis. They blame over-indebted American consumers going on an unsustainable binge, leading to a gaping American trade deficit. Yet the counterpart is an unsustainable Chinese export drive, to America above all, that was built on a cheap currency. The dollars earned from the drive went flooding back to America, pushing down interest rates there, raising house prices and encouraging Americans to borrow even more to buy Chinese stuff. As Nicholas Lardy, an American economist specializing in China, has put it, the two countries were as co-dependent as a dope-dealer and an addict.

The rest of the piece lists the usual problems associated with China trying to build up domestic demand (gist: people hoard money out of fear of their old age [no pensions] and catastrophic illness [no medical care], which really does make Chinese our economic opposite--yes?).

The dope-pushing image has a nice historical symmetry to it, if only China had done it to the Brits.

June 2, 2009

Nice article on the Shabab (successor to Somalia's Council of Islamic Courts)

MIDDLE EAST AND AFRICA: "Jihadists attack Somalia: Al-Qaeda on the march; Barely supported by the West, Somalia's new government may buckle under the latest wave of jihadist assaults," The Economist, 23 May 2009.

"The Youth" (Shabab) now control the lower (southern) quartile of Somalia.

Frankly, if I'm Somaliland or Puntland (the latter is almost already its own country), I declare a divorce and dissolve the fake state called Somalia, because I've already seen the end of this movie.

Yet another data point that showed the world-spanning wisdom that was the Powell Doctrine in the 1990s.

The other shoe drops on the government cyberscare campaign

FRONT PAGE: "U.S. Plans Attack and Defense in Web Warfare," by David E. Sanger, John Markoff and Thom Shanker, New York Times, 28 April 2009.

LEADERS: "Cyberwar: Battle is joined: A behind-the-scenes conflict appears to be under way--but not the sort you might think," The Economist, 25 April 2009.

CANYOUBELIEVE IT! America's really going to play for cyberwar--both defense AND offense.

Wow. I never could have imagined we'd reach this day.

As The Economist points out (and as I have argued repeatedly), we're being given the royal scare treatment thanks to this current intra-USG scrum on cybersecurity--as in, who controls and thus who gets funded.

Naturally, I am beyond fear.

Bring on the Pearl Harbors! Living in a horizontal state (federal), we Americans just love to obsess over shots to the head, even though it's the horizontal scenarios (like this economic situation) that always give us more trouble.

The eyes have it

THE ARTS: "Fan Fever Is Rising For Debut Of 'Avatar,'" by Michael Cieply, New York Times, 25 April 2009.

NOVELTIES: "Inside These Lenses, a Digital Dimension," by Anne Eisenberg, New York Times, 26 April 2009.

The new film from technology inventor (and director) James Cameron is generating a lot of wild talk on the web, the story says, with some who have seen it claiming that the reality factor on this proprietary 3D technique is so great that brain imprinting occurs to the point of subsequent dreaming (sort of a "I've been here before" feeling).

Second story is about the future of heads-up displays on glasses and even contacts. My son already plays videogames with wrap-around-vision glasses that he finds quite immersive (in fact, he did his science project on them this year).

It all reminds me of that sequence of Philip K. Dick's, "Do Androids Dream of Electric Sheep" where Decker's wife (I believe, or maybe it was Decker himself) engages in the daily religious observance of relieving the great prophet's mythical trek up a hillside as enemies throw rocks at him from the side. In the description, it doesn't sound that different than my son with his wrap-around vision glasses, except he's yet to feel the blows (but that's coming soon).

My point: I expect a lot of this technology to find its way into religious observance over the century, just like in Dick's book. Why note the crucifixion and passion and death and resurrection when you can feel it all for yourself?

The true baptisms are just beginning . . .

The better and smarter half

NATIONAL: "First Lady In Control Of Building Her Image: Focus Is Turned to Domestic Life," by Rachel L. Swarns, New York Times, 25 April 2009.

Cousin of mine helped Michelle get into her first job in the legal field in Chicago, and so she's familiar with both. Like most people who can make that claim in the before time, my cousin says it's no contest on the sheer brainpower: it's Michelle hands-down.

It'll be interesting to watch her as First Lady and beyond. There's a reason why she's polling about 85%. She knows what she's doing.

Is it possible to end cancer in an aging and increasingly toxic world?

FRONT PAGE: "In Long Drive to Cure Cancer, Advances Have Been Elusive," by Gina Kolata, New York Times, 24 April 2009.

SCIENCE AND TECHNOLOGY: "Treating cancer: Illuminating surgery; A clever way of highlighting tumours to make them easier to remove," The Economist, 25 April 2009.

Great chart on jump page shows how death rates from heart disease goes down dramatically over the past half-century and that accidents have been reduced somewhat. Meanwhile, Alzheimers slowly builds from small numbers to about half of what accidents are.

But cancer is a flat line: we improve so much and yet the death numbers remain.

To me, that's just the reality of an aging population because cancer is fundamentally a fellow traveler as we age.

I can tell you from what I learned with daughter Emily: there are plenty of cures out there for childhood cancer, but you can abuse a child with chemo and radiation and surgery in ways that you simply cannot with elders. They just lack the resilience and their cell-division rates have slowed down so much in comparison.

So breakthroughs, like the one described in the Economist where cancer cells are illuminated from within for easier spotting and removal during surgery, but I don't expect cancer to decline that much, even with our coming biology revolution.

People will still die, no matter the delay, and cancer will remain a biggie, yes?

June 4, 2009

The adaptive capabilities of the Chinese Capitalist Party, as sung (lips firmly attached to ass) by Banyan, Chief Suck-Up Officer for the Economist

ASIA: "The party goes on: Who, 20 years ago, would have thought that the Communist Party could come to this?" by Banyan, The Economist, 30 May 2009.

The piece goes on a bit too much about the great resilience of the Communist Party, which has done nothing more (or less) than totally abandon its ideology and remake itself as Marx's ruling capitalist elite. True to Marx's gift for prognostication (he got all the big predictions right--if you mean completely backasswards; but I quibble over his genius), when China ditched socialism and embraced capitalism, the place got amazingly richer and the body counts decreased to a stunning degree (Mao was arguably the deadliest dictator of the 20th century).

I mean, that's resilience all right, sort of like transforming yourself from a man to a woman and then congratulating the former man on his tremendous adaptability as a male.

Then we get this stupid comment: "Some in the wishful West will see this a proto-democratisation of a Leninist state."

Hmm. How would Vlad interpret two-thirds of China's exports being controlled by foreign multinational corporations? Surely, not as any serious diminishment of the Leninist State's supreme control? I mean, Lenin was all for MNCs coming in and renting local cheap labor, right?

Well, duh! A Leninist state controlled the entire f--king economy and China's government now accounts for about 30-35%--not even as high as your average socialist northern European model. So yeah, there's been some intense democratization, Mr. Banyan, as the party and government have yielded vast swaths of power.

Or we can pretend all that change is meaningless because a single party still rules.

But as I point out all the time, single parties rule--as a rule--after most revolutions, and frankly, Deng's revolution kicks Mao's ass. But single-party rule is a temporary phenomenon in country after country (United States, Mexico, Japan, South Korea, Philippines, Indonesia--soon enough Malaysia), so placing the Chinese Capitalist Party's 30-year-run in perspective makes it anything but remarkable. Show me a China with a per capita GDP in the $7-8000 range and I'll show you multiple parties--although all are likely to be off-shoots of the current "political party in power" (how the CCP likes to refer to itself in the press).

In other words, save the bragging until 2030. China's current GDP per capita is well under $5,000, as Fareed Zakaria pointed out in his recent book, so--so far--the CCP has proven nothing about authoritarian capitalism except that single-party rule works nicely in lifting a destitute economy off the ground. BFD. That's been proven time and time again. And time and time again, when the society gets enough income, pluralism breaks out.

Next we are told that the CCP has put the entire netizen population in a "virtual mind prison," so all hope of connectivity fostering individual freedom there is a complete chimera. Banyan declares the CCP to be the master of all things Internet in China.

The middle class in China, we are told, live in silent fear of the unwashed masses, and thus prefer the CCP's tight rule. This, of course, will not change over time.

Ah, but at the end, Banyan allows for leadership splits threatening party unity.

With this column, Banyan disappoints. Shilling this hard for the Party in the Economist? For shame!

I expected more than such ass-kissing and mindless regurgitating.

Back of the line, Banyan. Oh, but here's your First Annual Jackie Chan Award For Political Commentary On Chinese Society's Inherent Need For Subjugation.

Of course, your next piece could praise the resilience of the Kim clan in North Korea. That would be an even more impressive feat.

The smart money inside China realizes that the economic performance rationale will end with the 4th generation of party leadership, so pay attention to what happens after 2012, because a lot of this BS conventional wisdom is going to be progressively dissolved. The performance argument works until you've arrived, then people expect more from a self-declared global power.

June 3, 2009

Nice Economist editorial on Kim Jong Il and the wider dangers his continued rule represents

LEADERS: "North Korea's nuclear spectacular: Kim Jong Il's bombshell; Isolated it may be, but North Korea's antics do damage far beyond its own reach," The Economist, 30 May 2009.

Nice litany of bigger-than-just-the-peninsula problems that a North Korea led by the Kims causes.

The mag goes out on a limb and says China should really step up and help America punish Kim--if it wants to be seen as a global leader.

F--k that.

My argument from November 2004 has been the same: North Korea before Iran.

A China that can engineer a Korean unification IS A GLOBAL LEADER--PERIOD.

That would be a China everybody has to take seriously.

Until it can prove itself along such lines, China is mostly bark but no real bite.

All war is assassination--just delivered on an industrial scale

FEATURE: "The Drone War," by Peter Bergen and Katherine Tiedmann, The New Republic, 3 June 2009.

All these drone killings, because they focus on high-value targets, raise the issue of assassinations, so sayeth the authors.

Officially, the USG does not assassinate, at least as far back as the Church Committee investigations that led Ford and Carter to sign presidential directives disallowing the same. But Reagan went after Qaddafi and Clinton went after al-Qaeda leaders with regularity.

And now with the drones, because they're so discreet (or at least attempt to be), we find ourselves launching missions with the expressed goal of getting THAT bad guy, and Bergen and Tiedemann say that means we're moving back into assassinations without a proper public debate.

Back in PNM, I made the argument (as I did thousands of times in the brief) that conflict had downshifted from System to State to Individuals, so our interventions were more and more devolving into round-up-the-bad-guy drills, starting with Panama (Noriega), Haiti (bad actors), Somalia (the warlord focus), the Balkans (when we started going after Milosevic cronies in a very pointed fashion, using a variety of means), driving out the Taliban/al Qaeda leadership (Afghanistan) and then the deck of cards in Iraq.

In short, we haven't waged wars against states--as in nations and their people--for a long time. We mostly do police work on behalf of the global community--as in, rounding up the bad actors. With the Powell Doctrine, you went in with big force, grabbed whomever, and left, not trying to fix anything.

Now, after 9/11, we stick around, and our lists tend to grow in size and working space, increasingly drawing us into situations where we target and kill individuals in other peoples' states. It is a very direct action version of the International Criminal Court: the Core's self-declared (and actual) military champion taking on bad actors in environments where the local legal/state system is incapable.

In this strategic environment, then, the targeting of individuals is the norm, meaning we've taken a lot of the industrial out of mass conflict and boiled it down, with plenty of high technology, to the essence of warfare in the modern age: the killing of bad actors operating within dysfunctional political/social/economic environments.

Simply put, in a small, connected world, the frontier must be eliminated, because bad actors with systemic ambitions will tend to hide there, beyond the nets.

You can call this assassination if you like, but that term only reflects the way we've glorified and built-up our non-state opponents. Assassination as we generally have used the term has pertained to the disutility of killing other government's national leaders. That really hasn't changed--witness the big effort we went through with Saddam before hanging him (or enabling the successor government to do so).

To use the term "assassination" here is to symmetricize the conflict in a bad way--i.e., granting legitimacy to those who do not deserve it.

Tagging drones in this respect is misleading. They simply represent technological advance, the downshifting of conflict to individuals, and our desire to avoid losses in very tough landscapes.

The cyberwar punchline finally delivered by USG

FRONT PAGE: "Pentagon Plans New Arm To Wage Computer Wars: How-To For Cyberspace; White House Is Also Readying a Plan for Civilian Networks," by David E. Sanger and Thom Shanker, New York Times, 29 May 2009.

You recall the timed leaks and stories and reports that seemed to come out every weekend so that a Monday front-page story could be had?

We finally got the punchline: America will develop an entire arm of its military to focus on cyberwarfare.

Why the build-up?

First we need to demonize potential enemies and build up popular fears of vulnerability and risk. Then we announce something that would otherwise make us seem very aggressive, except now it's offered totally as a defensive measure that will include--it is quietly noted--all sorts of offensive capacities.

We are doing this, of course, because we have no choice.

It's how democracies justify such things, especially when you're talking the democracy with the world's largest gun already in hand.

Our side will be extremely reticent to describe any of these pursued capabilities. When we do that, we're being prudent. When potential opponents or competitors do that, they're being un-transparent and thus inherently suspicious.

But again, we're doing this only in response to the nefarious actions of others . . ..

Another piece on the U.S.-China financial interdependency that suggests both sides are maturing in their thinking

BUSINESS DAY: "China Grows More Picky About Debt," by Keith Bradsher, New York Times, 21 May 2009.

The relationship, we are told, is evolving with remarkable speed.

China is growing more picky about which American debt it is willing to finance, and is changing laws to make it easier for Chinese companies to invest abroad the billions of dollars they take in each year by exporting to America. For its part, the United States is becoming relatively less dependent on Chinese financing.

China is buying more T bills than last year, but is not automatically meeting our heightened demand. That slack is being picked up by Americans themselves and other investors around the world.

Interesting sign of how quickly the system can self-adjust from a--suddenly--crippling structural imbalance.

The Americanization of the Holocaust: did FDR try more than known?

WEEKEND ARTS: "Roosevelt And the Jews: A Debate Rekindled," by Patricia Cohen, New York Times, 1 May 2009.

New book (Refugees and Rescue) says FDR hatched plot in 1938 to move Jews out of Europe to South America.

Will it change the opinion of those who condemn him for not doing more later (refusing St. Louis ship in 1939, not going after camps during war more aggressively, etc.)? Probably not.

But, in my mind, FDR played a very bad hand very deftly. Getting the U.S. through the war with the lowest per capita casualty rate was crucial to getting public buy-in for a strong internationalist role afterwards. Nothing (the Holocaust, the USSR's amazingly high death rate, the second front) should have come before that goal, because in avoiding what happened to America after WWI, FDR did the world a great favor.

FDR didn't wage the war simply to win the war but to set up the right kind of peace.

Since there's been no great power war anywhere on the planet since then, it's hard to argue with his priorities.

China mining confronting local blowback in Vietnam

WORLD NEWS: "Vietnam Bid for China Mining Funds Draws Protests," by James Hookway, Wall Street Journal, 2-3 May 2009.

Chinese mining interests bumping into local grass-roots environmental groups and a wide suspicion of China in general.

China will see more and more of this, given its approach. It will have to elevate its game and submit to being consistently cast as a great villain of modern globalization.

Our prosperity is linked to world prosperity; it's just that our aid isn't linked to economic development

OPINION: "Don't Forget About Foreign Aid," by Madeleine K. Albright and Colin L. Powell, Wall Street Journal, 5 May 2009.

Better argument found within:

There is also a critical role for the private sector. Businesses must do what they do best by expanding economic growth and enterprise development around the world. It we are serious about making global development a strategic priority, we must explore new opportunities for businesses and government to leverage each other's efforts and resources. Only a strategy that combines smart government policies with the engine of business and entrepreneurship will be powerful enough to overcome the enormous challenges we face.

Albright and Powell co-chair the Initiative for Global Development.

Title really doesn't match the message here. I mean, after the rote plea for more aid, the rest of the op-ed focuses on business development.

How can a global surveillance system be a bad idea when it comes to health?

INTERNATIONAL: "Questions Linger Over the Value of a Global Illness Surveillance System," by Gardiner Harris and Pam Belluck, New York Times, 2 May 2009.

The tip from Mexico was picked up by our Centers for Disease Control, and then was spread to other nodes across the global surveillance system that was slapped together slowly over the past ten years.

Article asks if the system gets credit for so few deaths or blame for scaring too many.

Big point: there is a system there and it continues to evolve.

The paradox of Pakistans

WEEK IN REVIEW: "Struggling To See A Country Of Shards," by Sabrina Tavernise, New York Times, 3 May 2009.

Good article, best snippet:

Pakistan has several selves. There is rural Pakistan, where two-thirds of the country lives in conditions that approximate the 13th century. There is urban Pakistan, where the British-accented, Princeton-educated elite sip cold drinks in clipped gardens.

And these two worlds collide in the Swat.

Islam, we are told, became the glue, but once Islam entered politics, it got hard to control.

These are the ultimate realities. The proximate trigger, we are likewise told, was America's withdrawl of aid after the Sovs fell. Since then we're happy enough just to see Pakistan not explode.

The great hope?

The Taliban, like al Qaeda, is so frickin' clumsy and so frequently overplays its hand.

Interesting argument: Pakistan is not a collapsed state and its urban infrastructure works better today than the Soviet version did in the USSR's heyday. The problem is, two-thirds of Pakistan know nothing of that reality.

June 4, 2009

Chinese Navy expressing interest in emulating US Navy humanitarian missions

"WAR IS BORING" (COLUMN): "Chinese, U.S. Navies Consult on Humanitarian Mission," By David Axe, World Politics Review, 3 June 2009.

Intriguing piece by Axe, who is sort of a free-ranging Michael Yon with an "everything else"-type focus. Axe has done a number of pieces on "smart power" efforts by the US Navy.

This one interests me because of the following bit:

Perhaps most surprisingly, the Chinese navy has requested a consultation during Comfort's upcoming stay in Colombia. A Chinese team will board the 70,000-ton-displacement, converted oil tanker for 10 days of training. "They're putting together a hospital ship, and are interested in how we do our business," explained Navy Capt. James Ware, senior doctor aboard Comfort.

Beijing's interest in Comfort's humanitarian mission seems to answer some questions about the intentions underpinning the rapid growth of the Chinese People's Liberation Army Navy. In October, the PLAN accepted its first purpose-built hospital ship, the so-called "Ship 866."

The PLAN's give-and-take with us is much like the Russian Navy's in the early 1990s: they ask tons of seemingly banal, picayune questions about procedures and reveal nothing about their strategic intentions. We find this dialogue mysterious and alarming, but it really just is the other side wanting to emulate our Microsoft of a navy while avoiding conversations about their lack of operational skill relative to ours.

And no, it's not odd that, as superpower wannabes, their navies naturally gauge themselves against ours when it comes to combat potential. It's as natural as the day is long and we'd definitely do the same if the situation were reversed. It's just that we're of such a high opinion of ourselves in terms of motives that we expect to have the biggest and best gun in the world and expect no one lower on the food chain to dare to plan operations against it!

I don't say that simply as an assertion. I spent a week in Moscow in the mid 1990s talking to all manner of Russian naval officers and simply got an earful (indeed, I wrote a memo outlining how best to talk to Russian naval officers which--yes--did involve afternoon drinking, way too many cigarettes and pictures of family members).

I do see this as a hopeful sign. Rather than spend all our time trying to get the PLAN close to home to cooperate (the hardest part, because we're talking their sense of security + Taiwan), better to draw out the PLAN that has ambitions to "see the world." Whenever I talk cooperation with China's military, I talk places like Latin America, like Africa, etc--places where there is no past rivalry between us like in SE Asia.

Start small and smart, I say,

So--again--a hopeful sign.

Axe's column, by the way, is worth perusing each week on SysAdmin/DoEE-like subjects. It's just his natural beat, it seems.

Military talks with Syria

ARTICLE: Syria to Allow Visit of U.S. Military Leaders, By Glenn Kessler, Washington Post, June 3, 2009

Nice to see the reach-out to Syria. I like rolling back Iranian influence at the margins, and Syria is ripe.

What's Chinese for MOOTW?

ARTICLE: China plans for the next big disaster, By Peter J Brown, Asia Times Online, May 30, 2009

Also along the lines of China's emulation, check out this bit from an Asia Times article describing China's plans to gear up government capacity to deal with serious, system-perturbing disasters:

As part of a so-called system for Military Operations Other Than War (MOOTW), the Military Training and Arms Department of the General Staff Headquarters of the People's Liberation Army (PLA) also announced in May the formation of five specialized PLA units which will be ready to respond to floods, earthquakes, chemical, biological, radiological and nuclear incidents, transportation sector-related disasters, and, international peacekeeping and disaster relief activities.

What I like, naturally, is the copying of language on MOOTW.

That's where we were in the 1990s, so to see the PLA slip into similar ambitions is another good sign, because once they get the skills ready for at-home scenarios, then they become deployable for Gap scenarios--and therein comes the ability and desire to administer to the system.

(Thanks: William R. Cumming)

Imagine

ARTICLE: "Bridge over Troubled Water? Envisioning a China-Taiwan Peace Agreement", By Phillip C. Saunders and Scott L. Kastner, International Security, Spring 2009

A thoughtful exploration of a China-Taiwan settlement.

(Thanks: William R. Cumming)

Belle of the Brazilian ball

ARTICLE: China overtakes the US as Brazil's largest trading partner, By Malcolm Moore, (London) Telegraph, 09 May 2009

That is really something, given that regionalization of trade typically still trumps globalized trade patterns

(Thanks: Michael Smith)

Cry of the heart for DoEE

POST: Lessons Not Learned, By Steve the Planner, Small Wars Council

Summary of USIP conference: The U.S. Occupation of Iraq: What Lessons Should be Learned?

Lexington Green sends the link and says:

It is a cri de coeur for the DOEE / SysAdmin. It is almost channelling TPMB.

Blurred vision map

Christopher Thompson sends in this map of global alcohol consumption. Looks like Core and Gap.

Alcohol_consumption_per_capita_world_map.PNG

(source)

The Good, the Bad, and the Ugly: How Obama's Cairo Rhetoric Could Really Unfold

Despite the president's soaring speech on partnering with the world, one foreign-policy expert sees globalization splintering the Arab Islamic world -- to the tune of an Israeli air strike, Saudi-Iranian proxy wars, more nuclear weapons, and Obama's tough re-election battle in 2012.

Click here to read Tom's Esquire.com column for today.

June 5, 2009

Stavridis continues to roll

POST: NATO Nominee Calls for Expanded Goldwater-Nichols, By Michael Bruno, Ares, 6/2/2009

Stavridis already having nice impact on his way to NATO. He is is arguably the smartest active-duty admiral on the planet right now. I knew him way back when, before he became flag, and he always stood out as this brain-among-brains, which is why people--like me--who admire him a lot are so happy to see him reach such heights in his career (two combatant commands: first SOUTHCOM where he did some truly innovative, very SysAdmin stuff; and now NATO, where, quite frankly, he is a better outcome than Petraeus would have been, so it's great all around that Petraeus got pushed into CENTCOM [against his will, just a bit, by circumstances . . . in which I played a small role]).

While I am not a great fan of the Goldwater-Nichols approach, I welcome as many stirring spoons in the pot as possible.

The key bit:

A move to apply the joint-forcing concept beyond the U.S. military continues to gain incremental ground, with the next expected military leader of NATO endorsing an inter-agency reorientation among U.S. agencies.

"Today, our military functions extremely well in the joint world," U.S. Navy Adm. James Stavridis testified this morning in front of the Senate Armed Services Committee. "I believe the next step toward increasing effectiveness of our national security apparatus is to institute similar provisions that encourage an interagency approach."

(Thanks: Brad Barbaza)

Nice overview of better-than-waterboarding approaches

FEATURE: "How To Make Terrorists Talk," by Bobby Ghosh, Time (still an actual news magazine with actual reporting, can you believe it?), 8 June 2009.

Just like in the real world, the soft-kill of connecting beats the hard-kill of kinetics.

Beat the shit out of somebody and you just get more resistance.

But make the target see you as human beings, and he'll start talking instead of lecturing, as one American interrogator put it.

My favorite bit: the diabetic given sugarless cookies then caves in and spills all manner of beans.

Yes, we can all adhere to the holy grail scenario of the ticking nuke in Times Square, but for the other 99.999999999999999999% of reality, we can do better.

You know how the Saudis prefer to do it? They bring in the mothers--no kinetics required.

Klein on Gates--recalling my FP.com quote on Gates' selection

IN THE ARENA: "Gates Unbound: How the Defense Secretary helped turn Iraq around, shook up the Pentagon and won over Obama," by Joe Klein, Time, 8 June 2009.

Klein is a bit notorious for falling in love with profiled subjects (look who's talking!), but that allows him to peer deeply and record correctly.

Here's a bit that exactly mirrors the response to FP.com (pretty sure, from memory--maybe it was the WSJ?) when Gates was selected by Bush back in 2006. What I said then was something to the effect: everything you need to know about how Gates will handle Iraq can be found by asking him the following question, "How do you feel about China as a threat?"

I said, if Gates says "China is the threat," then you can forget about him being a useful change agent on Iraq, COIN, etc. But if he offers a sensible take, then the promise of real change is there.

Here's the Klein bit:

"If you ever get a chance to interview Donald Rumsfeld," a retired four-star general told me in 2005 [bet it was Keane], "ask him two questions and see which one lights up his eyes. Ask him what our force posture should be toward China 10 years from now. And then ask him what tactical changes we should make on the ground in Iraq as a result of the last three months of combat. I'll be you anything, he gets more excited about China."

And that was the problem. The Cheney-Rumsfeld axis, which essentially ran nation-security policy in the first half of the Bush administration, was stuck in the Cold War.

That meant, when the going got tough in Iraq, the problem became, in Klein's cool phrase, a "bureaucratic orphan."

Damn straight.

As soon as Gates takes over he summons Petraeus ("no favorite of Rumsfeld's") from Leavenworth . . .

I believe I had dubbed him a "monk of war" . . .

Still, Rummy put Petraeus in Leavenworth, and Mattis in Quantico, and Wallace in Leavenworth and then TRADOC . . .

Here's the bit no one wants to hear in retrospect: Rumsfeld made Gates possible--in ways both good and bad.

Technology finds a way round the Great Firewall of China

FRONT PAGE: "Iranians and Others Outwit Net Censors," by John A. Markoff, New York Times, 1 May 2009.

Description of the Tor Project that offers anticensorship software to those inside countries with substance firewalls (usually political subjects).

Talks about "a disparate alliance of political and religious activists, civil libertarians, Internet entrepreneurs, diplomats and even military officers and intelligence agents" that now comes together to challenge growing Internet censorship.

This arms race is just beginning.

I didn't know the man, but I borrowed his stage once at Las Vegas

OBITUARIES: "Danny Gans, Impressionist, Dies at 52," by William Grimes, New York Times, 2 May 2009.

A couple of years back I perform on Gans' Mirage stage (he was there from 2000 to earlier this year) for a heavy-duty equipment manufacturers' convention. It was weird inhabiting his environment for a few hours, because I got to see all the backstage reality of the nightly show.

Gans was huge in Vegas, and his impressionism was centered in singing more than speech. He did everybody from Sinatra to Rod Steward to Anita Baker (roughly 60 in all). Entertainer of the year in Vegas the year before I borrowed his digs for a day.

The stunning amount of student deaths in the China quake

INTERNATIONAL: "China Releases Its Toll Of Students in '08 Quake: First Official Tally In Contentious Issue," by Andrew Jacobs and Edward Wong, New York Times, 8 May 2009.

NATIONAL WEEKLY EDITION: "Parents' Stifled Grief: A year after the massive earthquake, China clamps down on survivors' protests," by Jill Drew, Washington Post, 11-17 May 2009.

Old estimates said as many as 10,000 school kids died. China's government says 5k and change, with 500-plus disabled.

Still, what a stunning total. I have no idea how far back--cumulatively--you'd have to go in American earthquake history to rack up a total death count that equals what China lost last year just in students.

Meanwhile, China continues to clamp down on grieving parents who want answers.

Very bad form that only bottles up social anger instead of dissipating it.

The flow of money: crucial to globalization

BUSINESS DAY: "A Subcontinent Stalled: India's Economy Is Suddenly Starved For Investment," by Vikas Bajaj and Somini Sengupta, New York Times, 5 May 2009.

The key thing that drives globalization's expansion has always been money that will cross borders.

The bad news is that Western money is staying home right now, so the main players are rich Arab oil states and China, both of which are keeping up their investment flows in places like Africa despite the downturn.

India has relied heavily on foreign investment flows, much of which comes from ex-pats. In 2005 such investments amounted to 25% of the national GDP. In 2008 it was up at 39%.

Naturally, a big drop so far this year. Last year saw about $14B in FDI and this year looks to be well under $10B. So Indian companies are increasingly forced to rely on Indian banks, who are notoriously stingy.

The old bit holds: nobody develops their economy without solid access to foreign money.

Obama's speech: thumbs up

ANALYSIS: Using New Language, President Shows Understanding for Both Sides in Middle East, By Glenn Kessler and Jacqueline L. Salmon, Washington Post, June 5, 2009

Having heard it both live and in clips, I thought it was an excellent speech. Obama has such a clean and clear style of speaking at such moments--very accessible. A lot of the lines were bits you could feel yourself saying on the same subjects. Suffice it to say the man has good speechwriters and knows how to deliver.

I find a lot of the nitpicking analysis on the speech to be silly--it was a speech and not some full-blown doctrine!

As outreach, it was crisp and very open in tone--exactly what it should be. There was no point in announcing policy shifts at a moment like that and it's just not his style.

So I give it a thumbs up and say it accomplished what it was supposed to: make a connection to ordinary people looking for reasons not to indulge in or support violent extremism or religious hatred.

June 6, 2009

Uzbekistan: the next apartment over

ARTICLE: Militant attacks strike eastern Uzbekistan, Jane's, 03 June 2009

When you indulge in your opponents' desire for a "central front," you do the region a favor by drawing in a lot of violent extremists. But when you spray that apartment, in hopes of killing and/or driving off the cockroaches, then the next apartments over are forced to deal with the flow (up to now, Pakistan, but here, Uzbekistan too).

Mattis: 'persistent engagement', not 'persistent conflict'

POST: Taking the Bite Out of "Era of Persistent Conflict", by Paul McLeary, Ares, 6/2/2009

Nice post from Paul McLeary at Aviation Week on describing the era better.

The key bit from my favorite "monk" Mattis:

That's why a simple two-word phrase that the Joint Forces Command's Gen. James Mattis uttered yesterday is so important. During a speech at the Center for Strategic and International Studies, Mattis chucked the old term and instead described an era of "persistent engagement" rather than "persistent conflict." In fact, putting the two side by side makes the latter sound even more tone-deaf than it already does, doesn't it?

June 7, 2009

Tom around the web

+ Carter Phipps of EnlightenNext used his Huffington Post column to link his audio interview with Tom, their latest print magazine with the interview (more on this Tuesday) and Afghanipakistan: The Ungovernable (from Esquire's 2007 State of the World).

+ Futures Group linked The Unflat World of Global Food Production.
+ League of Ordinary Gentlemen said about one of their podcast topics: 'our favourite foreign policy guru Thomas Barnett, why we love him and why when you love someone you have to set them free'.
+ New Wars talked about PNM, the Leviathan and SysAdmin.
+ David Axe mentioned the Gap and GP.
+ Patterns 'R' Us talked about the Core and recession.
+ The Hannibal Blog talked about the Leviathan and SysAdmin and embedded the TED video.
+ charbookguy linked Obama's speech: thumbs up.

+ Naval Open Source Intelligence linked Despite Rhetoric, Obama Still Following Cheney's Lead in Dictatorial Justice.
+ Razed By Wolves reprinted Uzbekistan: the next apartment over.
+ BrothersJudd Blog linked The Good, the Bad, and the Ugly: How Obama's Cairo Rhetoric Could Really Unfold.
+ Rethinking Security linked GP.
+ The New Nixon linked Four Reasons North Korea Won't Stop Being a Pain in the World's Ass.
+ Stephen Pampinella talks about Tom and grand strategy.

+ Information Dissemination The adaptive capabilities of the Chinese Capitalist Party, as sung (lips firmly attached to ass) by Banyan, Chief Suck-Up Officer for the Economist.
+ And thanked Tom for his support contributing to two years of successful weblogging.

June 8, 2009

Good move by Asia before the next System Perturbation

WORLD NEWS: "Asian Nations Unveil $120 Billion Liquidity Fund," A WSJ News Roundup, Wall Street Journal, 4 May 2009.

A situation of the big three (Japan, China, South Korea) coming together to help out the ASEAN members of Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, Philippines, Singapore, Thailand and Vietnam--very much the Core aiding the Gap within Asia.

Sensible move by China re: Taiwan: a sign of how well the rapprochment must be going

INTERNATIONAL: "China Relents on Status Of Taiwan at U.N. Agency," by Keith Bradsher, New York Times, 30 April 2009.

ASIA: "Taiwan and the WHO: A healthy development; A shot in the arm for Ma-Ying-jeou," The Economist, 2 May 2009.

BUSINESS: "Chinese investment in Taiwan: Strait deals; Acrimony between China and Taiwan gives way to business deals," The Economist, 9 May 2009.

The Chinese rewarding Ma for his efforts, very much in line with the times (swine flu scare). China only looked bad blocking this access.

A good sign that the economic integration proceeds well enough that Beijing is less concerned on the political front about Taiwan's perceived independence.

June 9, 2009

More serious coverage of the emerging U.S. cybersecurity approach

NATIONAL: "Panel Advises Clarifying U.S. Plans on Cyberwar," by John Markoff and Thom Shanker, New York Times, 30 April 2009.

Best bit:

Admiral [William A.] Owens said at a news conference Wednesday in Washington that the notion of "enduring unilateral dominance in cyberspace" by the United States was not realistic in part because of the low cost of the technologies required to mount attacks. He also said the idea that offensive attacks were "nonrisky" military options was not correct.

Owens is almost always the smartest guy in the room and he proves it once again here.

Remember his words as you continue to be subjected to all these scare stories coming out of the U.S. Government.

In general, the panel members say America should remain vague on what it can do offensively and what it will do in retaliation, very much in line with nuclear practices.

I agree.

As the father of two daughters, some scary stats on rape investigations in U.S.

OP-ED: "Is Rape Serious?" by Nicholas D. Kristof, New York Times, 30 April 2009.

Scary description of how many rape kits around the country never get tested. They simply pile up.

Then there's NYC, which made a big effort in last decade to speed up the process, raising its arrest rate from 40% to 70% in the process.

Throughout its long history, NYC has been a huge force of innovation in municipal services. It apparently remains so to this day.

The obvious reason why immigrants are entrepreneurs

BOOK REVIEW: "Field of Dreams (Outcasts United, by Warren Saint John)," by SOMEBODY, Washington Post National Weekly Edition, 4-10 May 2009.

The call-out text here states a simple truth:

The xenophobes and protectionists who argue that immigrants cost jobs have it exactly wrong. Newcomers create jobs and they always have. A report by the Center for an Urban Future recently described immigrants as "entrepreneurial sparkplugs," and the reason is obvious. If they weren't risk-takers, they wouldn't be here.

America in a demographic/economic nutshell.

The upside of losing your geo-spatial privacy

NATIONAL: "More States Using GPS to Trace Abusers and Stalkers," by Ariana Green, New York Times, 9 May 2009.

Terrorism comes in many forms, these being the most likely ones for average Americans.

Indiana was the 13th state to pass a law making such tracking possible.

Great stuff.

June 10, 2009

Why it will take time for the global economy to recover, and why the current structural imbalance will change

FINANCE AND ECONOMICS: "American consumers: Off their trolleys; Consumer spending may have hit bottom, but America's mountain of debt means the climb back will be slow and painful," The Economist, 9 May 2009.

Most interesting chart I've seen in a while: direct mail credit-card solicitations drops from around 2bn in 2007 to about half a billion in 2009.

The Maoists today live only outside China

ASIA: "Nepal's political crisis: How fierce will the Maoists be now?" The Economist, 9 May 2009.

INTERNATIONAL: "Captors of the Liberated Zone: A personal visit to a part of India where Mao-spouting armed rebels are the law," by Sudip Mazumdar, Newsweek, 11-18 May 2009.

It is truly weird to see China ruled by a Capitalist Party and Maoists flourishing elsewhere in Asia.

We'll always have 20XX!

BELIEF WATCH: "2012: A Y2K for the New Age," by Lisa Miller, Newsweek, 11-18 May 2009.

Just when you thought we were safe from the millennialists!

All predicted by the Mayan calendar: Earth is "transformed" by a new "world age" that sounds vaguely New Age in its "human growth" potential.

In Mexico, most people consider it a crazy gringo invention.

An odd twist on a global doomsday. Call it a global bloomsday.

A good sign of the coming flu non-apocalypse

NEWS: "Vaccine Makers Are Ready This Time: If the swine flu outbreak worsens, drug companies should be able to ramp up production quickly," by John Carey, BusinessWeek, 11 May 2009.

One key thing to remember: even if swine flu went pandemic, the biggest outbreaks would be months away--as in, it unfolds in waves.

Now the good news: whereas we had only two vaccine companies last time around (04-05), now we have three additional Big Pharma giants added to the mix.

Meanwhile, plenty of start-ups jumping into the fray with new technologies.

June 8, 2009

The restructuring in America will be great

FEATURE: "Help Wanted: The U.S. has 3 million jobs going begging. Why that may not be good for the economy," by Peter Coy, BusinessWeek, 11 May 2009.

13 million unemployed and 3 million jobs unfilled, evidence of "serious mismatches between workers and employees."

Up goes education, accounting, health care and government and down goes construction, finance and retail.

Moving the global middle class

AUTOS: "What the Nano Means to India: Tata's new care, the world's cheapest, is set to change the lives of the nation's middle class," by Mehul Srivastava, BusinessWeek, 11 May 2009.

Tata has way too many desirous customers than cars for now, so lotteries are conducted to determine who actually gets to buy a Nano this year.

People outside of India, we are told, have no idea what this breakthrough means for average people there: most were stuck for decades choosing between two crappy cars that cost too much or fourth-hand wrecks. Oh, and piling your family of seven on a motorcyle (something truly scary to watch).

No test drives for buyers, just for salesmen so they can understand how to pitch. After one got five-minutes behind the wheel, he was asked for his impression--as in, How did it make you feel?:

Amazing, like a rich man.

Think globalization is going away? Dream on.

Afghan strategy bigger than war

ARTICLE: Afghan Strategy Requires 'Holistic' Approach, General Tells Senate,By Samantha L. Quigley, American Forces Press Service, June 2, 2009

Key line: "What I do know is a military-centric strategy will not succeed."

War within the context of everything else.

(Thanks: Louis Heberlein)

On the other hand, Baghdad lets the Kurds export their own oil

MIDDLE EAST AND AFRICA: "Iraq's Kurdish oil: Kurdistan goes glug glug; The federal government is letting Iraq's Kurds export from their new oilfields," The Economist, 30 May 2009.

Maliki may be letting contracts on Kirkuk to keep it out of the Kurds' grasp (and their alleged desires for independence, lest they achieve this critical mass), but while the right hand taketh away, the left allows Kurdish oil to flow, suggesting that whatever the national petro law says, some respect will be shown to Kurdish autonomy within Iraq.

We're talking the first new oil field development in Iraq in 30 years--the Kurds leading the way despite the supposed controversy of the PSAS (production-sharing agreements where foreign firms get 10-20% of the profit off the top before the rest of the revenue is sent to Baghdad for the usual distro--the Kurds getting something like 17% based on population). The first foreign companies in are Dutch and Turkish (so much for fearing the rise of the Kurds, the practical Turks decide to make money instead). The row between Irbil and Baghdad is mostly about who cuts the deals first off, as the Kurds want to develop their own fields even as they admit they will share the revenue with the rest of Iraq as previously agreed. Baghdad wants to approve all deals. The Kurds have a hydrocarbon law in place, the south does not.

Projections for Kurdish production would have the three northern provinces cranking 42% of Iraq's oil production in 2012--if the south can do no better in the meantime. But since even civilian casualties in Iraq have tanked, that seems unlikely.

Meanwhile, the Kurds enjoy showing up the "decrepitude of Iraq's oil establishment," says the Economist, which overplays, IMHO, Baghdad's antipathy.

In truth, Baghdad may be learning the benefits of federalism--as in, let the provinces experiment and then have the center follow the fastest.

Chimerica--great while it lasted(?)

SPECIAL REPORT "SURVIVING THE SLUMP": "The fragile web of foreign trade: The recession makes globalization more necessary, but more precarious," by Robert Guest, The Economist, 30 May 2009.

This is a rare Economist bit where the content does not address--much less deliver--the title.

Piece starts out by noting how temporal the concept of "Chimerica" may prove to be (from economists Niall Ferguson and Moritz Schularick), but then goes on to give a lot of reasons to believe in its staying power (basically my bit about "imagine a world in which China doesn't demand US T-bills and a world in which Americans don't demand Chinese goods"--emphasizing the power of demand v. supply), to include the notion that Chinese and American companies are becoming blended in many instances (e.g., a Wal-Mart that rents Chinese labor becomes a larger thing that is sort of Chinese and sort of American--I expect a lot more of this in the future, to include a lot of Chinese investment in American companies).

Instead of noting the end of corporate America's love affair with China (cheap labor creating elaborate supply chains), Guest correctly argues that most corps go to China today for the consumers (that demand again) instead of suppliers.

Bit ends with a patched-up para that argues America's reliance on globalization generally, but--again--the title of the piece simply isn't delivered.

Instead, the sum total of the article is "Chimerica--love it or leave it."

Redefining Catastrophe in a Globalized World

As the World Health Organization agonizes over whether or not to declare the H1N1 flu virus an official pandemic, I can't help but think of the American national security establishment's continuing struggle over the definition of threat in a post-9/11 world. In both instances, we see institutions with worldwide responsibilities coming to grips with an increasingly interconnected global landscape. And although that global landscape, according to all the available data, suffers less catastrophe, it nonetheless appears to present far greater potential for such catastrophes to unfold with seemingly uncontrollable consequences.

Continue to read Tom's The New Rules column for this week at WPR.

June 9, 2009

Push back

ARTICLE: http://www.washingtonpost.com/wp-dyn/content/article/2009/06/08/AR2009060800089.html, By Blaine Harden, Washington Post, June 9, 2009

ARTICLE: By Peter Finn, Washington Post, June 8, 2009

The DPRK is going out its way to pick any and all fights.

Time for the full-court press, in my opinion.

How important is the two-state solution?

OP-ED: After Cairo, It's Clinton Time, By THOMAS L. FRIEDMAN, New York Times, June 6, 2009

Good sensible argument from Friedman re: the need to finish off strongly on Iraq vice wasting effort on the 2-state solution. The latter just isn't in the cards this term, while the former is crucial to the U.S., to Obama, and to the region's stability.

(Thanks: Dan Hare)

June 10, 2009

Impressive correction

ARTICLE: U.S. Troops Erred in Fight With Taliban That Killed Dozens of Civilians, By Karen DeYoung, Washington Post, June 9, 2009

It is both amazing and a credit to our military that we can so swiftly (just a month) and so readily admit serious operational mistakes in the field.

Some people--most actually--read this story and see only the screw-up. But the correction is impressive, despite the mistake.

Don't believe me? Imagine the same from the Chinese or Indian or Russian militaries.

Perfect Prius

ARTICLE: Toyota Wants New Prius to Be America's Next Top Model, By Blaine Harden, Washington Post, June 9, 2009

Drove one around Boston last week as rental on biz trip (Hertz), and I must admit that it's a perfectly sweet ride. The USG should do even more to encourage such hybrids.

June 11, 2009

An Enterra milestone reached in the Kurdistan Region of Iraq

Got this email from my partner and CEO Steve DeAngelis yesterday. It was waiting for me after I got home from an East Coast trip (NC, MA).

Very exciting stuff:

To: Team Enterra More good news from the Kurdistan Region of Iraq! We have hit a milestone! As of today, Enterra registered the 1,000th Iraqi company as a member of the "Enterra One World" Business-to-Business Exchange (B2B) website. This program, one of many BTA Iraq reconstruction initiatives, represents a departure from the traditional way of conducting business in Iraq. The program started 17 months ago and took a while to gain traction, however, during the last six months we have tripled the number of companies registered. This is quite an accomplishment. This success was the result of another super team effort. My thanks and appreciation to all concerned.

The entire team should take pride in this significant achievement...another class-act performance!

All the Very Best,

Steve

BTA refers to the Business Transformation Agency within the Office of Secretary of Defense. It gave Enterra initial funding to operate the B2B Center, which we established.

Naturally, it's a proud day for Enterra.

Handicapping future global reserves

ARTICLE: Rethinking the Global Money Supply, By Jeffrey D. Sachs, Scientific American, June 2009

A sensible take on what I've been logging for a while. Ideally I see something like 50% dollar, and a quarter each of the euro and an "asia" basketed on yuan, won and yen.

Two should always be able to gain up on one, but better one remain clear biggest, so a 40-30-30 would work too.

(Thanks: Rob Quayle)

Even those in the Gap become slaves of their conveniences

Eric Fisher writes in to say:

From Cisco's white paper on the 2009-2013 global IP traffic report:

'IP traffic is growing fastest in the Middle East and Africa, followed closely by Latin America. Traffic in Middle

East and Africa will grow at a CAGR of 51 percent.'

Of course they are way behind the curve to begin with, but the youth (as always) will drive this and they'll never accept NOT having it once they get it!.

New Zealand, lead goose, er, cow

ARTICLE: Milking Trade Subsidies, By DON NICOLSON, Wall Street Journal, JUNE 8, 2009

Good argument from New Zealand, which shows the way ahead on dairy, ending subsidies, and ag trade under a completed Doha Round.

(Thanks: Jarrod Myrick)

Greed will bring us together

ARTICLE: Japan, China discuss pirated goods, UPI, June 7, 2009

Good boring stuff. The more, the better.

(Thanks: Louis Heberlein)

Movies infilitrate Riyadh

ARTICLE: Movies come to Riyadh for first time in decades, AP, June 8, 2009

Something to keep an eye on.

(Thanks: Jeff Jennings)

DeAngelis is on Fox News' Cavuto show tonight at 6pm

Going to talk Iraq and Kurdistan business.

How NASA Can Keep Up with Star Trek (and China) in Space

Forget airplane crashes, argues a top Washington policy expert. If America doesn't want its technological progress outpaced by the rest of the world, time has come for Congress to stop blocking space funding -- and for the Obama administration to start trusting the new Wright Brothers of aerospace.

Click here to read Tom's Esquire.com column for today.

June 12, 2009

True, we could have a defense budget that's half as large--if all we did was defense

OPINION: "My Advice for Obama," by George McGovern, Wall Street Journal, 1 June 2009.

An old briefing bit of mine going back many years--the starting point of my "transaction strategy" argument. If all we wanted to do was "defend" America directly, that's a $200-300B job--max.

Why we spend twice that amount is because America's defense establishment became about more than just defending America decades ago. Allies were encouraged to outsource their Leviathan demand to us and burden-sharing was largely a joke.

Now, for a lot of structural and debt reasons, we've come to the end of that era; there's just no good reason for the U.S. to hog that function as it pertains to lower-end conflict and stability enhancement (the SysAdmin function, as I call it). There's just too many frontiers undergoing integration at one time. There's no logic in curtailing globalization's advance to this one great resource constraint.

McGovern, good soul that he is (and one helluva bomber pilot in WWII), recognizes the lower-end requirement and suitably begs off any upper-end responsibility, preferring to divert the resources to domestic spending.

My argument, as always, is that there is a logical balancing between caring only for ourselves and caring for the global security environment as a whole.

Why? No one really wants to find out what this world would look like without a clear Leviathan.

The Romanian scenario for the DPRK

WEEKEND JOURNAL: "How To Deal With a Dictator: North Korea's recent nuclear test is the regime's latest act of dangerous defiance," by Robert Joseph, Wall Street Journal, 6-7 June 2009.

Guy argues for a far tougher and more aggressive effort on the part of the U.S.

Why?

Kim Jong Il understands that the very survival of his regime, particularly as it transitions to his young heir, is dependent on his country being isolated. If he or his successor opens it up, they could well suffer the fate of Romania's Nicolae Ceausescu, who was deposed and executed in a violent overthrow following the collapse of communism. In fact, reports suggest that Kim was almost fixated as he watched those fatal events unfold in real time.

Kim is smart enough to be scared and he should be. China's security agencies spent some time in recent years interviewing key participants in Ceausescu's fall, to include Soviet KGB operatives who helped engineer it on Kremlin orders.

A global car market demands globe-spanning brands

G.M. BANKRUPTCY: "In Overhaul, G.M. May Find Solace in Its Far-Flung Units," by Heather Timmons, New York Times, 4 June 2009.

INNOVATION & TECHNOLOGY: "One Ford for The Whole Wide World: America will be the big test for the Fiesta--popular in Asia and Europe--and for Mulally's global game plan," by David Kiley, BusinessWeek, 15 June 2009.

MONEY & INVESTING: "Penske Will Buy, Remake Saturn: Racing Legend/Auto Magnate Will Add Auto Brand and Dealers to Empire," by Sharon Terlep and John D. Stoll, Wall Street Journal, 6-7 June 2009.

First article: what caught my eye was the chart on the jump page that showed GM sells as much in China + Brazil + Britain +Canada + Russia + Germany as it sells in the U.S., and that's just the top 6 after the U.S.

Second article: I think Ford is learning the lessons of Honda and Toyota, meaning you become a truly global integrated enterprise that markets the same basic products globally. A good sign, in my mind.

Also happy to see Penske get Saturn. Everything but the manufacturing at first, with the notion that it becomes a new kind of car company that outsources the production.

When you think of this, it's brilliant. Saturn owners are legendary in their satisfaction and devotion, and it's primarily the great service--from what I've heard. Car is good, but many cars are good. Dealerships matter. So why not buy the truly branded part (the everything else, if you will), and then just outsource the most unchangeable part--the manufacturing?

I am beginning to think these bankruptcies will be bitter but good medicine.

No great knowledge, just an impression from the stories.

So long as the Middle East has no competitive religious landscape, it cannot join globalization in any meaningful way

FRONT PAGE: "Mideast Christians Losing Numbers and Sway: Pope Says Extremism Is Aided by Loss of Diverse Beliefs," by Ethan Bronner, New York Times, 13 May 2009.

I would say the Pope hit it on the head.

The journalist's rendition, paraphrasing the Pontiff:

When the mix of beliefs and lifestyles goes down, orthodoxy rises, he said, as does uniformity of the cultural landscape in a region where tolerance is not an outstanding virtue.

This is Amsterdam 101 history: if you want to participate in trade, you have to promote religious tolerance and accept the accompanying diversity, meaning you trade with anyone. The Arab world continues down this path primarily by having extremely narrow connectivity with globalization--as in, it's all about the oil.

And a Middle East that cannot tolerate Christian minorities will never tolerate Muslim moderates either, so a very bad long term trend.

Chinese still want a U.S. education

NATIONAL WEEKLY EDITION: "The Cachet Of a Degree From the U.S.: Chinese applicants clamor for admission," by Susan Kinzie, Washington Post, 11-17 May 2009.

A chart showing a 13-fold increase in applications from China to the U. of Virginia, which has made a special effort to attract.

Why target the Chinese? They admire U.S. education in general and now are sending kids over for undergrad degrees in addition to the usual graduate ones, which they've been doing for many years now, going back to when I was at the U. of Wisconsin in the early 1980s.

The demand is so strong in China that companies have arisen to guide the process--for a fee, of course.

The wormhole between Britain and Pakistan/Bangladesh examined

INTERNATIONAL: "Islam in Britain and South Asia: A single space; Theologically as well as socially, Muslims in Britain and their countries of origin form a seamless whole," The Economist, 2 May 2009.

The disturbing notion:

Schools of Islam that emerged in India as a reaction to the British raj are now vying for influence in the north of England. The passions generated by the Bangladeshi variety of Islamism are as lively in London as they are in Dhaka. Anybody who hopes for stability and social peace in the Muslim parts of South Asia has to keep an eye on the Islamic scene in Britain. The reverse also applies. The flow of South Asian imams to Britain has recently slowed, but in an internet age there are other ways for ideas to travel.

Not to paint with too broad a brush, we are told they are constructive individuals in these schools, but there are also some doing the exact opposite.

In all places, both in Britain and Pakistan/Bangladesh, the schools are dominated by purists who trace their origins to Deoband, an Indian town that founded an austere school of Islam in the 1860s. The Talibans are considered an offshoot.

My big concern is the wormhole of back and forth travel between these two universes. As I have noted before, MI-5 can only get it right so many times. Eventually, the big package arrives and when it does, I fear a Children of Men reaction.

And if I was al Qaeda, that would be my #1 goal right now.

Feeling less bad about leaving RI

UNITED STATES: "Statewatch: Rhose Island: Little Rhody in the red; America's smallest state has mammoth economic problems," The Economist, 2 May 2009.

I do hate living in Indiana. The main reason is the intense pollen and fairly polluted air, the latter being the big surprise.

But I also hate the flatness, the mediocre food that seems to be the standard, and the lack of things to do.

When we lived in Rhode Island--actually on Aquidneck Island--the air was so much better (almost always a stiff breeze), the local organic farms were fabulous, and because we were close to Providence, Boston, the Cape, New England above Mass, Connecticut, upstate NY, and NYC itself, there was always something to do.

Frankly, I was happy enough just being able to go to the beach every afternoon around five, when the tourists were gone. I miss being in the waves. I miss that fear of feeling myself trapped in the crash zone. I just miss the smell and sand and the sand pipers.

I've never missed Rhode Islanders themselves. We had a lot more friends there, but they were almost always newcomers (meaning not born there). Our best friends were always Navy (we were mostly treated by the locals as the equivalent of Navy, so tolerated but not really befriended) or recent immigrants from places like Portugal or Russia. Hell, we were told that Jerry wasn't really an islander because he was born in Providence and not in Newport Hospital. The true locals really weren't that friendly and were damn proud of it. Insular to the point of sheer rudeness, you simply ignored them because the scenery was just so fabulous.

Would I move back?

Yes, but only under solid money conditions. I came to Indy on a wing and a prayer (starting my own consultancy and living on speeches, my entire income was insecure and I had the temerity to build a new house!), and I won't do that again.

So Enterra has to work for me, otherwise I never leave here, meaning I am a very incentivized business developer (which, fortunately, is going great guns right now).

But I am glad we left RI before the bottom fell out. We sold at the high-water mark, and that made the house-build possible here (and I do truly love this house--it's the one thing I will miss about Indy; that and perhaps the local city pool, King's Dominion, driving to Packer games, and Cedar Point). But the Economist article makes it sound just plain painful right now there.

So the dream remains Maine--round Portland.

Believe me, my wife is planning like a maniac. She is always planning. I worry about the world's evolution; Vonne handles everything close in. In that way, we are amazingly similar--always thinking ahead and preferring a life of great anticipation (a truly odd life skill).

Australia's sticking to its guns, and it's 20th-century mindset

ASIA: "Australia's Chinese entanglement: For all China's commercial charms, Australia still looks to America as Asia's sheriff," by Banyan, The Economist, 2 May 2009.

The recent Australian military white paper is a true work of goofy strategic paranoia. Their military--at least the planning elements--sounds far more dislocated from the real world of economics than ours is (and ours is pretty bad--hell, I feel like this nut sometimes when I get together with national security crowds in the U.S. because they lead such oddly isolated intellectual lives and I checked out four years ago).

But based on my time with the Aussie gov types out at the Great Barrier Reef island a couple years back, I think their policymakers (exemplified by PM Rudd) are far more sensible and enlightened. The security types, though, struck me as being from Central Casting, circa 1950s America.

And this all strikes me as odd, this sudden fear-mongering and desire to Leviathan itself up, because Australia's record on peace-keeping and SysAdmin work in its neighborhood is not just good, it's arguably a standard for the world.

That's why I find this recent mental shift so queer.

But I guess it's cool to piss in the wind if you like wet socks.

June 13, 2009

Petraeus on Afghanistan

ARTICLE: Petraeus: 'Tough Months' Lie Ahead in Afghan War, By Ann Scott Tyson, Washington Post, June 12, 2009

Petraeus on the months ahead in Afghanistan.

Key bits:

Two-thirds of all the attacks in Afghanistan are concentrated in about 10 percent of the country's districts, areas where more than 20,000 new U.S. soldiers and Marines are flowing in to pursue insurgents and provide greater security for Afghans, Petraeus said at a conference here of the Center for a New American Security, a defense think tank.

The current troop buildup will increase the number of U.S. forces in Afghanistan from about 31,000 at the end of 2008 to 68,000 by the fall. The new forces include Marine and Army combat brigades as well as an Army aviation brigade that will double the number of helicopters available for missions in southern Afghanistan, he said.
The strategy draws upon, but does not attempt to duplicate, lessons from the troop "surge" in Iraq, where attacks have dropped from 160 a day at the peak of the fighting in 2007 to about 10 to 15 a day during the past six months, he said.

In one significant difference, Petraeus said that in combating the largely rural insurgency of Afghanistan, it will not be possible for U.S. forces to move into neighborhoods the same way they did in Iraqi cities.

"You don't live among the people in Afghanistan," he said. "First of all, there's no empty houses. Second, the villages particularly in the rural areas tend to be small." Instead, he said, U.S. troops will establish outposts on high ground from which they can oversee nearby villages as well as roads leading in and out.

This approach, which Petraeus called both "culturally and operationally correct," will reduce the likelihood that the presence of U.S. forces will draw the fighting into rural communities, which would lead to more civilian casualties.

So you see the similarities and the differences.

The review copy I would have welcomed

QUESTIONS FOR: "Robert Wright: Evolutionary Theology," by Deborah Solomon, New York Times Magazine, 31 May 2009.

THE TAKE: "Let's Talk About God: A new book redefines the faith debate," by Lisa Miller, Newsweek, 8 June 2009.

The only thing I want for Christmas is Robert Wright's "The Evolution of God."

My God! I just had the Discovery Channel send me 25 hours of their historical coverage of American warfare on the hope I'd write something on it. If DVDs are being passed around like so much candy, why hasn't anyone sent me an advance copy of Wright's book?

I whine.

I actually had the distinct pleasure, not long after Blueprint for Action came out, to sit down with Wright in Princeton (I believe my manager Jennifer set it up) and we had coffee and chatted for about an hour. I was deeply impressed with the guy, but then again, he had me at Nonzero, which I used in BFA.

Now he's got a book coming out that is sort of a response to attacks he received (from the religious and non-religious wings) regarding that book (that he was either going out of his way to ignore God or that he was working out a non-religious logic for intelligent design).

Some bits from the interview:

I don't think it's a coincidence that the new atheists really got traction in the years after 9/11. The rise of fundamentalism in Islam, but also in Christianity in America, has so highlighted the dark side of religion that people denouncing religion as a whole have a receptive audience . . .

Do you have to make Christianity sound like a pre-electronic Facebook? Institutions thrive when they can serve the interest of a bunch of people, and there's no reason to think the church is different. None of this is to say Paul didn't feel divinely inspired . . .

Well, I wind up arguing that the drift of history, however materially driven, has enough moral direction to suggest that there's some larger purpose at work, and I guess you can call that transcendence . . .

Southern Baptists don't fool around. At age 8 or 9, I chose to go to the front of the church in response to the altar call and accepted Jesus as my savior . . .

When did you begin to doubt? I think it was roughly sophomore year in high school. I encountered the theory of evolution, and my parents were creationists . . .

Do you have any insight into President Obama's spiritual life? No, except that he seems to have the self-assurance of someone who believes that God is on his side.

That can be dangerous. Thinking you're doing God's work is fine if you actually are serving humankind. And I think Obama has a better chance of doing that than most ....

From the review in Newsweek:

[Wright] argues that the scriptures of the three Abrahamic faiths were written in history by real people who aimed to improve things--economic, social, geographical--for their constituencies. But he never argues that what he calls a materialist view of scripture disproves God. Instead, he takes another approach: as our societies have grown more complex and more global, our conceptions of God have grown more demanding and more moral. This is a good thing, for religion "can help us orient our daily lives, recognize good and bad, and make sense of joy and suffering alike."

The best compliments I ever got on my books are, "You've written exactly what I've been thinking and arguing for years--just better organized than I could!" I love the compliment because it means I kept it accessible and real and tapped into logic already there.

I read this description of Wright's logic and I think anyone who's read Great Powers will sense the similarity in approach.

I really like Wright's combination of youth-born belief and adult skepticism and his desire to find some logic that connects the two in an acceptable manner.

I know some--hell, a lot of--people consider such philosophical attempts to be so much nonsense in this day and age, but I consider it a quintessential quest for any thinking person.

June 14, 2009

Swine fl(u/ight) precautions

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The temperature drill on plane @ Shanghai.

June 15, 2009

AFRICOM can help nations punch at a higher weight

ARTICLE: Arms for peace: U.S., Brits give $9M in equipment to Tanzanians for peacekeeping in Darfur, By John Vandiver, Stars and Stripes, May 15, 2009

An example of AFRICOM's promise as a partnering/peace-enabling player on the continent.

(Thanks: Ricardo Marquez)

It's not protectionism when we do it, it's simply antitrust enforcement

MARKETPLACE: "U.S. Signals More Scrutiny Of Mergers, Antitrust," by Elizabeth Williamson and Matthrew Karnitschnig, Wall Street Journal, 12 May 2009.

Just thinking back over the recent similar articles on China and how all that gets cast as protectionism when it doesn't seem anything of the sort when we pursue it.

Somebody educate me as to the fine differences.

The beginning of the monster age

FRONT PAGE: "In Attics and Closets, 'Biohackers' Discover Their Inner Frankenstein: Using Mail-Order DNA and Iguana Heaters, Hobbyists Brew New Life Forms; Is It Risky?" by Jeanne Whalen, Wall Street Journal, 12 May 2009.

This is an eye-opening glimpse into the future all right. As I like to note in briefs nowadays, most good science fiction today revolves around the same basic plot: the scary and wild West biological future arrives and it's too much for the political systems, so a scary corporatist authoritarianism has to arise (TR's stationary state?) because otherwise it's haves versus have nots and the "having" is all about drugs and biological products.

Anyway, it'll start in the garages.

China still dirtier, but working to clean up faster too

FRONT PAGE: "China Far Outpaces U.S. in Building Cleaner Coal-Fired Plants," by Keith Bradsher, New York Times, 11 May 2009.

China now uses more coal than the US . . . and Europe . . . and Japan . . . COMBINED!

So the great sinner is also the most prolific peddler of partial salvation: cleaner-burning coal plants.

While we debate, China builds at a rate of one per month.

No, not exactly leap-frogging in an aggregate sense, but yeah, leading the way in its own, particularly Chinese way.

Jeffersonian India doesn't do cities well

FRONT PAGE: "Megacities Threaten to Choke India," by Patrick Barta and Krishna Pokharel, Wall Street Journal, 13 May 2009.

China seems very serious about getting its cities right, because it's actively encouraging the flow from rural to urban--very Hamiltonian. Screw that whole Maoist BS on the joys of being a peasant.

India, because it reifies the village and farmers (so Gandhian), doesn't seem to do cities that well, and yet it's accumulating mega-cities at a scary rate.

And believe me, plenty of slumdogs and plenty of millionaires (by number, India has the most in the world), but rarely do the two worlds meet, much less mesh well.

My one time in India (Mumbai) was eye-opening: so long as I stayed with the political elite, I could look everybody in the eye (I'm just 6'2" in shoes) and their skin tone was not much darker than mine. But head out among the masses and everyone is eight inches shorter and much darker in skin tone. It was stunningly clear that I was living in a highly segregated world.

What I like about China is the strange egalitarianism that still persists. Yes, China has its elite like everybody, but when you move about, everybody talks to everybody else with few apparent airs. It actually reminds me of the U.S. in that way.

Progress in Pakistan

ARTICLE: Gains in Pakistan Fuel Pentagon Optimism for Pursuing Al-Qaeda, By Joby Warrick and R. Jeffrey Smith, Washington Post, June 13, 2009

In retrospect, the Swat deal is looking better and better as the triggering mobilizer of serious Pakistan move into the FATA.

Ahmadinejad aftermath

ARTICLE: Ahmadinejad Vows New Start As Clashes Flare, By Thomas Erdbrink, Washington Post, June 14, 2009

That is an impressive first-round win that means: 1) the nuke program goes ahead; and 2) the Supreme Leader is nowhere near ready to reform the economy, so no desire to deal externally.

My hope had always been that this was a regime far enough along in understanding how screwed-up its economy is (USSR circa 84-86), but we are clearly still in the early 1980s/Brezhnevian clueless phase when belief in external enlargement of influence is held to be a strong counterweight to internal decline.

I would expect Tehran to offer more of the same. Ahmadnejad, I don't think, was promoted by the SL for any Nixon-like opening.

Hence, Israel is highly incentivized to attack this year.

Drones and the Re-symmetricized Battlefield [link fixed]

The skyrocketing use of unmanned aerial vehicles (UAVs) by U.S. forces in Iraq and Afghanistan has generated intense debate about how useful they are against insurgent/terrorist networks. Some prominent counterinsurgency experts have decried the "siege mentality" among non-combatant locals caused by collateral damage from the drone strikes. But despite the charge that drones represent a technology (i.e., a means) in search of a strategy (i.e., end goals), there's no question that: 1) drones are here to stay, and 2) they're truly re-symmetricizing the battlefield in a much-needed manner.

Continue reading Tom's New Rules post at WPR.

June 16, 2009

Iranian election aftermath

ANALYSIS: Muted Response Reflects U.S. Diplomatic Dilemma, By Scott Wilson, Washington Post, June 15, 2009

It'll be interesting to see how the U.S. gets definitive evidence of fraud independent from the losing candidate. Pretty tricky, and yet there was enough polling done this time to suggest the mullahs strenuously sought to avoid an either-or, second run-off election.

That alone tells us a lot: we are unlikely to get very far talking with Iran.

That's not an argument for not talking, because not talking + sanctions will accomplish even less, unless you think an isolated, pissed-off nuclear Iran is more appealing/handle-able than a more connected and more internally conflicted nuclear Iran is. Me? I see no reason to abandon or write off the Iranian people that casually.

As an aside, Romney's dumb-ass quote continues to mark him as a brand-dead partisan. No American president can--by some speech or willingness to talk--prevent an authoritarian regime from defrauding an election. John McCain would be in the same position, no matter what tough talk or threats he offered.

And no, Obama's Cairo speech didn't defeat Hizbollah in Lebanon, please.

Let's keep it far more real than that.

Steve on Fox Business tv

From Enterra's site:

Watch Stephen DeAngelis' appearance on the Fox Business Channel

On June 11th, the Enterra President and CEO sat down with Brian Sullivan on FOX Business News' Cavuto Show to discuss economic development and business opportunities in the Kurdistan Region of Iraq. To view the discussion, please use the link below:

Watch the Video
* For best viewing results, please right-click on the link and save the video to your computer

The discipline afforded by a global market is applied against the U.S. dollar--for the good

WORLD NEWS: "Malaysia, China Consider Ending Trade in Dollars," by Shai Oster, Wall Street Journal, 4 June 2009.

WORLD NEWS: "China Willing to Buy As Much as $50 Billion in IMF Bonds," by Andrew Batson, Wall Street Journal, 6-7 June 2009.

FRONT PAGE: "Rising Interest On Federal Debt May Sap Growth: Downside to Stimulus; Worldwide Borrowing by Governments Is a Cause of Concern," by Nelson D. Schwartz, New York Times, 4 June 2009.

The "phasing out" of the dollar that lots of countries are said to consider is driven by fears of inflation. It's a logical fear.

Thus all our calls for China to convert their currency are now being drowned out by Beijing's calls for a global currency based on more than just the dollar, arguing, with great validity, that that's just too much temptation for the American consumer to bear.

True. Of course, no such temptation over the past couple of decades and you can forget about China's "rise"--yes?

And the off-line argument about using yuan is a bit disingenuous, is it not, so long as the yuan is tied to the buck?

Still, all this signaling is good stuff and it needs to be done, whatever the risks for poisoning U.S.-Chinese trade relations, because all this government spending eventually starts to choke off non-public investments by gobbling up every loose bit of money out there, meaning too much stimulus has the opposite of the desired effect.

Scary to some, inevitable to others. Better this discussion than a host of others.

Was the recent era THAT bad in terms of innovation? Will the next be different?

FEATURE: "Innovation Interrupted: During the last decade, U.S. innovation has failed to realize its promise--and that may help explain America's economic woes," by Michael Mandel, BusinessWeek, 15 June 2009.

ALMOST ON THE NEXT FRICKIN' PAGE IN THE SAME ISSUE!!: "Cloud Computing's Big Bag For Business," by Steve Hamm, BusinessWeek, 15 June 2009.

First piece with a good but depressing list of "disappointments," to include: cancer treatments, cloning, fuel-cell-powered cars, gene therapy, improved drug development, miniaturized silicon-based machines, satellite-based internet, speech technology and tissue engineering.

You can't blame the bulk of those disappointments on the cheap dollar or cheap gas (like you can with the fuel-cell-powered cars).

The argument here is that, outside of high-profile IT advances, innovation in the U.S. has really lagged in the last decade.

A lot of the problems, we are told, had to do with commercialization, meaning turning the technology into products that people wanted to buy.

A big clue on this failure: we now import more high-tech than we sell abroad, something that wasn't the case in the late 1990s. College-degree earners' wages have also not risen as one would expect in a great period of innovation, nor have death rates improved much--despite all the money spent on health care.

None of these indicators are perfect captures, but they all tell us something worth hearing, says the article: we are not maintaining our edge--by any stretch of the imagination.

Still, on almost the very next page, we're told that cloud computing, seemingly pushed by American innovation, will become the next big thing (shifting us from a network-centric paradigm to one centered on people and information). Then again, we're still talking that same narrow IT sector.

We shall see . . .

A two-thirds Catholic majority in the Supreme Court? Not quite

NATIONAL: "Sotomayor Would Be Sixth Catholic Justice, but the Pigeonholing Ends There," by Laurie Goodstein, New York Times, 31 May 2009.

So weird when you think we've only elected one Catholic president and they killed him in office--last one to go, BTW.

But with Sotomayor (a name I simply love to pronounce out loud), we quietly slip into a reality that, on the face of it, is really kind of stunning: six of 9 Supremes being Catholic: righties Scalia and Alito and Thomas, Chief Roberts, and swinger Kennedy. Sotomayor would easily be the most liberal of that crowd.

But the article argues that the current five, plus Sotomayor would hardly constitute anything near a block (although one might argue that Scalia and Alito and Thomas come close--with Roberts as the frequent fourth). Interestingly enough, the four conservative Catholics are all committed mass go-ers, with Kennedy (one assumes from the article) being the sometimes and thus the natural moderate. Sotomayor is described as a "cultural Catholic" (alas, I fit that category better than conservative/committed, but it's hard since I married the minister's daughter and she's just a tough sell on going to hell over a missed mass).

Studies, we are told, "have consistently shown that the 57 percent of Catholics who rarely or never attend Mass are far more liberal on political and cultural issues than Catholics who attend weekly or at least once a month."

I guess I'll never miss enough masses to be a true liberal, then.

Some examples: regular attendees find same-sex marriage okay to the tune of 44%, but non-regulars (and me) register in at 61%. On abortion, 52% (and me) or non-regulars say it's morally acceptable, but only 24% of regulars do.

Hmmm. I guess I'm too liberal already, despite my frequent-but-imperfect attendance.

Anyway, gist of article is that abortion debate has led to the concentration of Catholics, because of the litmus test for selection.

Now, I guess, we've got one of my Catholics heading up there.

Sri Lanka as pearl

ARTICLE: Chinese billions in Sri Lanka fund battle against Tamil Tigers, (London) Times Online, May 2, 2009

A natural and expected way in which China shrinks its neighboring Gap region.

No more "expansionistic" than the U.S. military bases scattered throughout southwest Asia. It's simply China's emerging version of an "open door" policy--as in, China aims to protect its route to Middle Eastern energy.

Just as the U.S. has for decades--with no apologies.

(Thanks: Louis Heberlein)

America's strange diversity

POST: Is Part of the United States in the Third World?, The Map Scroll, May 5, 2009

Anybody who's lived and traveled extensively around America and the world won't find this listing surprising. In fact, the "comparables" according to list proximity are often quite poetically matched.

Ah, but America is completely homogeneous, signaling the homogenizing future that is globalization.

Or maybe it's a multinational union where strange amounts of diversity persist!

What hath America wrought

ARTICLE: America sneezes and the world is germ-free, By Anatole Kaletsky, (London) Times Online, May 28, 2009

Turns out to be a far more resilient global economy than imagined. Nice overarching piece that says, if America's grand strategy was to spread markets and globalization, then the result is we've created a global economy that's finally far bigger than ourselves.

And that is a very good thing.

(Thanks: jdongweck)

June 17, 2009

Trying to catch up on events in Iran -- from China

ARTICLE: Signs of Fraud Abound, But Not Hard Evidence, By Glenn Kessler and Jon Cohen, Washington Post, June 16, 2009

The pile of circumstantial evidence grows...

Unfortunately, none of it can be "admitted" to/by Iran's official "court."

I see the unrest to date and welcome it, but I do not share this mushrooming of enthusiasm for, and expectation of, a bottom-up revolution in Iran.

I think people are being unrealistic.

This may well be the start, but I suspect we're a long ways from a successful peak. I just don't see that correlation of forces yet.

Even though I predicted such an outcome by 2010 in previous books.

My optimism simply fails me now, even as I would love to be proven wrong.

Maybe it's just due to hanging out with all these cautious Chinese academics ... but I think we expect too much from this one event.

Thus we watch for the surge to develop some serious legs, and that's where I'm pessimistic.

Hmmm.

Then I peruse the Wikipedia entry on the election and I get more upbeat.

Arguing against the Tehran-is-important-but-unrepresentative-of-Iran argument is the larger youth-skewed demographic reality.

In short, the optimist argues that this contested election proves how doomed theocracy is in Iran, the question being only timing.

Apologies, but I have simply been unable to track this much (or in a timely fashion from Shanghai, where I have been maximally engaged).

First China pix

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Bit of older, downtown Shanghai

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Outdoor mall

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Part of garden

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Same garden

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A serious home theater!

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Same

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Model of Shanghai World Financial Center.

Heading up!

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Looking down on Pearl Tower

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Overlooking city

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View from 100th floor

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View down thru glass floor

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Now lesser buildings

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View across 100th floor observatory

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Pearl Tower from street view

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Drinking Tsingtao, across Huang Pu river from Bind (historic old district of colonial era buildings) in Shanghai.

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Nicer hotel window shots on clearer last day

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Just notice how far those high-rises extend to the horizon

What's the point of serving in the European Parliament? Maybe the expense accounts?

FRONT PAGE: "Serving in Europe's Parliament Is A Cushy Job, but What's the Point? Pay, Perks Are Good, Powers Not So Much; Struggling to Get Voters Interested," by John W. Miller, Wall Street Journal, 2 June 2009.

The Euro Parliament gets all the truly dull stuff--the regulation tweaking. It can't allocate money across states or initiate any legislation. Those are left to the European Commission (sound ominous, does it note, THE COMMISSION!!) and the EU's national leaders.

So not exactly the super-state multinational union I was led to believe (I admit, I haven't read anything on the Euro parliament up to now, so my ignorance is showing here).

Anyway, the parliament is having a hard time getting anyone to run for it. Seems like one cushy job though, especially with both British MPs and now our congressmen and women coming under fire for various perks and compensations.

I mean, $120K with 12 weeks off!

Hong Kong's membership in a larger China: the liberty maintained for now, but the elections still postponed

MEMO FROM HONG KONG: "Civil Liberties Within Limits After 12 Years Of Beijing Rule," by Andrew Jacobs, New York Times, 1 June 2009.

Described as "bastion of civil liberties unknown in mainland China," as the one country, two systems approach appears to survive.

Yes, concern is always there that these liberties will slowly disappear, but for now, Beijing seems content to allow the differences to continue, as evidenced by the differences in how the two systems remembered 1989 this week.

It is interesting that last year Beijing felt the need to postpone the direct election of the city-state's chief exec to 2017 (and for the parliament too--til 2020). It would seem that the comparison will be too much to bear in any shorter time frame (if Hong Kong Chinese can elect their own leaders, too many Mainlanders--but not Jackie Chan--might ask, "Why can't we?"), and yet, Beijing dares not disallow them outright, even as the day-to-day hassles inflicted on Hong Kong grow with time.

Democracy champion Martin Lee uses the slowly-boiled-frog image to suggest that Hong Kong's freedom is slowly being drained, primarily in a demographic sense as Western expats decrease in numbers and mainlanders grow in numbers. So there is this growing unwillingness to challenge Beijing that seems to be creeping into the political system.

One assumes this was Beijing's plan all along, but what intrigues me still, given China's willingness to import rules from abroad that it cannot generate on its own (joining the WTO is the classic example), is the likelihood that Beijing's fifth-going-on-sixth political generations will carefully use Hong Kong as a sort of practice ground for political reforms that must ultimately come to the mainland.

Practicing the election of the equivalent of a national leader (HK's chief exec) in 8 years time and a parliament in 11 years strikes me as about right.

Remember: by 2020, the fifth generation (first trained extensively outside of China in the West) will be winding down its second five-year term, and thus moving into legacy-cementing time, whereas the sixth-generation will be teeing up for their debut in 2022, and thus imagining what changes they will be forced to pursue by the time they're done in 2032.

And I can't imagine much of those sixers honestly believe there won't be direct elections on many levels by that time.

Why? Development and rising incomes and far more complex lives make ordinary people feel a lot more self-confident. If they can manage all this on their own, building up great companies and running their own businesses, then why can't they be trusted--like people living in great powers the world over--to pick their own leaders more directly?

Think the sixers don't ruminate on that one a lot?

Thus the utility of Hong Kong--the first member in whatever larger entity China eventually births.

COther shoe--the more profitable one--drops on cyberwar

FRONT PAGE: "Contractors Vie For Plum Work, Hacking For U.S.: Push On Cyberwarfare; Young Engineers Being Groomed to Be New Kind of Soldier," by Christopher Drew and John Markoff, New York Times, 31 May 2009.

After all this proper propagandizing, we can now explore the great virtue of having our own hackers as warriors. When other countries employ hackers, it's of course an entirely different thing--SPYING!!!!!!

But now we hear of "young engineers being groomed to be new kind of soldiers" and one's chest naturally swells with pride. When you're talking our virtual spies, it's okay to give them cool names like "cyberninjas!" and what not.

Sounds like the geeks full-employment-act all right: "thousands" of our hackers fighting thousands of theirs, 24-7. An amazing deployment of brainpower and money that will generate pointless stalemates galore in what will (and already is) be described as a "cyber balance of terror."

Somebody pass me another Red Bull, I'm going in!!!!!!!!!!!

Ah, I love the smell of burnt pizza in the morning. It smells like . . . VICTORY!

Body counts are a different measure in warfare against individuals

FRONT PAGE: "Army Deploys Old Tactic in PR War," by Michael M. Phillips, Wall Street Journal, 1 June 2009.

The Army is criticized--almost by default--for reporting enemy dead by the numbers in Afghanistan, to the tune of 2k insurgents over the past 14 months.

Officers say "they've embraced body counts to undermine insurgent propaganda, and stiffen the resolve of the American public"--the usual "who's losing this war" stuff.

Our allies, such as they are, naturally disapprove.

The 20th century norm was to emphasize territory held, with body counts only becoming a big deal in Vietnam. The whole shift away from that involved the renewed focus on clearer objectives and big power projection. The only body count that mattered was our own. Death on the other side became almost completely ignored as a concept, especially since our bombs were so "smart."

In Afghanistan, and only in the last couple of years, there's been a push to reveal outcomes of firefights in order to clarify who got killed on our side, who got killed on their side, and what civilians were caught up.

In effect, then, the current use of body counts comes as a defensive reaction to enemy propaganda.

But another aspect is also cited: the desire to show civilians back home that loved ones did not die in vain.

In short, it's the granularity of this sort of combat that's driving the reporting.

So the analogy to Vietnam is wrong.

Cato on the drug war

POLICY FORUM: "Mexico's Drug War: The Growing Crisis on Our Southern Border," by Ted Galen Carpenter, Cato Policy Report, May/June Report 2009.

Obviously, I don't often cross concepts with Carpenter, because he's typically calling for less, less, less all the time in U.S. foreign policy and especially national security, but when it comes to dissecting bad policies, he does offer a lot for thought--especially on the drug war.

As Carpenter (whom I've never met) notes here, he's been writing on the failures of the drug war for years, and every time he writes, the situation seems to be even worse. Last year, for example, over 5,000 people were killed in drug-related violence, which is by today's definitions, the equivalent of a war. This year projects to right around 8,000, which really is getting up there. We lose 8,000 in AF-PAK in one year and there is some serious political friction, but lose it on our southern border, where most of the dead are Mexicans, and we brush it off as the cost of doing business. Indeed.

Naturally, as the situation worsens, the violence spreads north. Carpenter cites ABC News noting 300 kidnappings in Phoenix last year that involved drugs.

I agree with Carpenter that the recent media coverage and analysis describing Mexico as a failed state is overblown. But even he, loathe to get America involved deeper, raises his odds from 1-in-100 to 1-in-20 right now.

The knee-jerk response is more border security, as if a quarantine would work. Carpenter argues it will not, and I agree. The gun laws approach is unlikely to make much of a dent either.

Carpenter says the global drug trade registers about $300-350B, of which Mexico clears about 10 percent. Because global demand is rising, the outlook for narcos is good. 90% of the price on the street is the illegal premium, so plenty of profit to spread around--corruption wise.

And, as Carpenter argues, the most violence-prone will rule the trade.

Cool line:

The U.S. experience with alcohol prohibition demonstrated this. During that period the trade was dominated by the likes of Al Capone and Dutch Shultz. Not it is dominated by the likes of Anheuser-Busch, E. & J. Gallo Winery, and Jack Daniel's Distillery. To the drug warriors, I ask, which situation is better?

Carpenter admits that full legalization is no panacea. Just like with alcohol, we'll have bad driving and all manner of addictions and other under-the-influence stuff to deal with, but by demonizing certain drugs while legalizing others leaves us with this unwinnable war that costs simply too much.

Four decades of waging this war, and the only successes we can really point to (cocaine exports from Colombia are up, BTW, despite the increased local stability) are ones involving treatment and improving social mores on the subject among kids.

We lose 4k in Iraq over four years and correct course. We lose that number routinely on a yearly basis over drugs, and yet we do not adjust.

I think it's a matter of the Boomers passing from the scene: their intense love-hate relationship on the subject is the major block right now, in my mind. Everything with them is so zero-sum. We move more and more into post-Boomer leadership and we'll come to different, more sane conclusions. Drugs are not the all-encompassing threat and legalization isn't the all-encompassing panacea, but discovering the logical middle ground probably awaits a more sensible political generation at the helm of national leadership.

The rolodex is a powerful COIN weapon

NATIONAL WEEKLY EDITION: "A Manhunter for Afghanistan: McChrystal must transcend his reputation to 'find, fix and finish' the enemy, sources say," by Ann Scott Tyson, Washington Post, 18-24 May 2009.

Most objective observers of the successful "surge" note that the additional bodies were the 3rd most important ingredient, after getting the force out of the big bases and into the communities, and after the serious manhunting by special operations forces of the biggest baddies. Petraeus and company are credited for the new approach on spreading out the force, and McChrystal is credited for the top-flight manhunting.

Now, as McChrystal heads into Afghanistan, he is advised to remember that killing baddies isn't enough. With Petraeus in CENTCOM, I doubt that particular lesson will be forgotten.

But here's the bit that caught my attention from the piece:

Military experts and officers point out that one of McChrystal's most important contributions in Iraq was to reach well beyond military circles to build personal relationships with a wide range of civilian officials--bringing together expertise in intelligence, forensics, finances and other fields in an interagency task force that strengthened his campaign against the insurgent group al-Qaeda in Iraq.

So the Manhunter truly understands the system-level approach, and he deserves some time to prove out in the new theater.

Getting Islamabad to own all of Pakistan

NATIONAL WEEKLY EDITION: "A Perversion of Religious Law: Taliban-style 'sharia' justices stirs growing anger in Pakistan," by Pamela Constable, Washington Post, 18-24 May 2009.

WORLD NEWS: "Refugee Crisis Inflames Ethnic Strife in Pakistan: Influx of Pashtuns to Karachi Sparks Clashes With Majority Muhajirs; Fears of a 'Growing Talibanization' of City," by Yaroslav Trofimov, Wall Street Journal, 30-31 May 2009.

So long as the Taliban remained a FATA-only issue, it could be compartmentalized in those Federally Administered Tribal Areas. Once breakout was forced or enabled due to cross-border pressure generated by U.S. troops to the north, then the Taliban became Pakistan's problem in a far more urgent sense.

Risky? You bet, given Pakistan's nukes and it's mindless commitment to maintaining the all-important big-war standoff with India. But until that mindset was breached, we could expect the vast bulk of our security aid to be wasted--in effect, redirected.

Until the extreme forms of Islam spread by the Taliban started registering among Pakistan's far larger and far more moderate Islamic population, in which many sects and varieties of worship coexist with real flexibility, the government, dominated as it is by the military and security service, would remain unresponsive, preferring their bigger fight with India.

Pashtun refugees have been piling up in Karachi, a fairly tumultuous city to begin with, for years. Now the same struggles and extremism that have bedeviled Pashtuns in the north have spread to the south, adding to Karachi's volatility.

And yeah, that changes the political equation in Islamabad.

It is the forgotten weakness--the Indian rationale. Until the internal threat gets big enough to supercede that long-animating rationale (all focus on the Indian threat to our existence!), we will get a Pakistani government that wastes our aid and underperforms on purpose.

So I guess that this time around, we have to allow the village to be threatened in order to wake it up to its own salvation.

The weak tug of Tiananmen among China's youth

FRONT PAGE: "China's Students Feel a Faint Tug From the Ghosts of Tiananmen," by Sharon LaFraniere, New York Times, 22 May 2009.

Reporter interviewing students at Peking U yields the same sense I get every time I go to Beijing and interact with students (Peking U in the past, Tsinghua more lately):

... a layered portrait of today's students: disinclined to protest, but also lacking the economic grievances that helped ignite protests in 1989; proud of China's achievements and flocking to the Communist Party, but seldom driven by ideology.

As I have argued for a while, calling China "communist" is a joke. The Party clings to the name but ditched the ideology a long time ago. It is a center-right ruling party that favors less government involvement in the economy over time (the PRC government controls not that much more of its GDP than the U.S. government does now) but a firm grip on political expression (meaning, it wants to retain its rule above all else--hardly a unique aspect to the Chinese Communist Party [single-party states share this focus the world over] and nothing that defines its alleged "communism" [by most objective definitions, China wouldn't appear in the top 30 of a list of truly socialist states in the world, as its current form of marketism is brutally atomistic--as in, every Chinese for himself]).

Since this party is focused on only two things (its continuing regime legitimacy and buttressing that through rapid and comprehensive economic development) and the bulk of the population (students and non-students alike) are focused primarily on the second point (getting ahead themselves), there is a profound reluctance to mess with the political formula as it now stands (Chinese know their history).

What there is, among the populace, is a growing sense that government must be more responsive to particular needs, and so long as your agitation focuses on that particular need without challenging the party's ultimate rule, your political expression is allowed. Cross that line and you're in the cross-hairs.

The basic reality, as captured by a Peking U. prof (paraphrased here): "... many students supported democracy in theory but did not want to risk their futures to fight for it." This utilitarian approach is actually criticized by Party papers: the elite apparently worries about the lack of idealism among the young.

But that's a poor term to use here (idealism). I find the students highly idealistic, just not politically activist in their mindset (policy-active but not politically-active--and yes, there is a difference). And no, the current economic downturn does nothing to encourage any movement in the direction of more activism--just the opposite.

So, the balance remains: generally proud of the country's achievements and ready to credit the Party for them, but an underlying sense that the Party--all by itself--does not represent the nation's full future, and yet, given the challenges of getting ahead individually, no great social rush to push that envelope for now.

The Party recognizes the danger of a depoliticized youth, and so ramps up its efforts to recruit. Only 1 percent of students were Party members in 1989, but now it's up to 7 percent. This is considered a great gain, but to me, the total remains pathetically low. Give the same students a choice in parties, like we have here in the States, and those percentages would increase several fold--in aggregate. But in China, where there is only one choice, 93% still say, "no thanks." And the seven percent that do reach for that option do so primarily to improve job prospects. Virtually no one who joins, we are led to believe, takes the propaganda very seriously. One student says, "Even the teachers know they are teaching rubbish."

The good sign here: continuing interest in Tiananmen and a curiosity about what really happened. Students feel embarrassed that foreigners know the country's recent history (as in, the last several decades) better than they do.

In sum, I see a population responding logically to the incentive structure as presented. Enough for now, yes, but it won't be enough down the road, which is why single-party rule in China is simply doomed--to the country's great long-term benefit.

Not only will life get too complex (especially in the economy) for a single party to pretend it can manage it all, but the global environment will draw China into more risky positions, demanding more risk-taking behavior from the government. And with more risk will come more failure, and with those failures will come the social demand for pluralism--as in, the ability to throw one set of bums out and replace them with a suitable alternative.

No doubt, the original alternatives will all arise within the Party itself. Also no doubt that, eventually, the crisis will come that will force the Party to allow itself to lose its rule in order to salvage its legitimacy ("Let that faction run the place for a while, and when they fail, we'll come back even stronger!").

How fast will this evolution happen? What is your big hurry, I might ask? Does the United States have any desire to own the problem of China's 6-700 million rural poor? We have little desire to own Africa's similar version, so what makes you think our desire for democracy-now! would make us any more interested in China's internal impoverished population?

So long as the getting-ahead philosophy is encouraged by a center-right party that clings to its past roots, that pool should be progressively decreased, and that alone should make us happy with the status quo, leaving the question of political evolution to the locals themselves.

And when enough of the population is elevated into something better, then yes, we will expect them to want something more from their political elite--like the right to change them out on their timetable instead of the party's.

Until then, be careful what you wish for but realize that your wishes are meaningless compared to what the average Chinese wants.

June 18, 2009

Power to the tweets

ARTICLE: Twitter Is a Player In Iran's Drama, By Mike Musgrove, Washington Post, June 17, 2009

Great example of individual-level global connectivity thumping government efforts at repressing protest by--in part--cutting off its media oxygen.

Also shows that, while it's relatively easy to round up the mainstream media, it's much harder to corral the peer-to-peer stuff--again connectivity trumping Orwell.

First Bank of Nokia

ARTICLE: Africa pioneers mobile bank push, BBC, 15 June 2009

Brad Barbaza writes:

Tom, you've commented on the mobile phone opening the world wide web to large parts of the gap in your writings before. This article points out that mobile banking is expected to be a $5 billion market by 2012. Many of these people will never see a physical bank over their lifetimes, but will be able to make draws at certain retail locations and manage their money with their phones. Nokia has been great in this regard by making handsets designed from the ground up for the emerging markets.

Tom writes:

In very old brief (mid 90s) of mine on globalization, I used to note, with dismay, the estimate that, despite the IT revolution, half the world had never used a phone.

You gotta believe that percentage has dropped dramatically since (hard to verify how accurate that was, and yet plausible), because who would have guessed, amidst the explosion of PCs and laptops, that the mobile phone would have become such the ubiquitous platform (so types the aging Trekkie from his "storm" communicator)?

Asian values on display: the runaway brides phenom

FRONT PAGE: "It's Cold Cash, Not Cold Feet, Motivating Runaway Brides in China: Surplus of Bachelors Spurs New Scam; Mr. Zhou, Briefly Betrohed, Now Pines," by Mei Fong, Wall Street Journal, 5 June 2009.

Nasty!

Guy marries a beautiful woman in China--perhaps a bit too beautiful, he worries.

Turns out he was right. She takes the "bride price" (about 38k yuan, or $5,500) and disappears.

You figure she's done this plenty of times.

Amidst all the hand-wringing over the "too many males," I keep talking about all the obvious workarounds (many males leave illegally as economic emigrants; as in other Asian countries, frustrated males simply go abroad and marry on "wedding trips," etc.), but the abuses are all there too (e.g., the bride stealing, and this nasty tale).

Point: whenever you hear about Asian values and how different Asians are from everybody else, understand than when push comes to shove, we all tend to act quite similarly--both good and bad.

A lot of things were said about the superiority of families in Japan when I was young. You don't hear so much of that anymore. Instead, you see the same problems of modernity there that you see here. Not all, mind you, as there are always differences (like us with crime), but when it comes to families, don't expect people to be that different the world over.

Everybody says that their culture values family and kids and what not more than other cultures. But the differences truly are minor when adjusted for economic development.

Impending Indian train wreck

ARTICLE: India-US: Hazardous days ahead, By T P Sreenivasan, Rediff News, May 28, 2009

Another sign of India going off the rails in its queer strategic debate.

Good example of why we should stay with working it with Beijing rather than New Delhi: only one knows what it wants to be when it grows up as a great power.

(Thanks: Ram Narayanan)

The solution on Afghanistan is the long build

NATIONAL WEEKLY EDITION: "Petraeus's Tougher Fight," by David Ignatius, Washington Post, 18-24 May 2009.

NATIONAL WEEKLY EDITION: "Iraq: Hold and Build, or Lose," by Anthony H. Cordesman, Washington Post, 18-24 May 2009.

Ignatius citing key COIN strategist Col. Chris Kolenda on the destruction of tribal order in Afghanistan, with the big lure for young men being the money from narco-trafficking. You want stability in Afghanistan? Then you rebuild tribal order based on something other than drugs, meaning you have to commit to making economic development happen.

So goes Ignatius' logic, and it strikes me as quite sound. You have to move the at-risk population to the legit side of the economic ledger.

Even more forcefully, Cordesman argues that we can still lose Iraq if we don't do the same there. Winning is easy, he notes, relative to holding. We won in Vietnam, but never held. Winning is kinetic, holding is economic.

Cordesman on the road ahead in Iraq:

U.S. help will steadily grow more important as the necessary transition from armed nation-building to post-conflict reconstruction occurs over the next three to four years. This means keeping our economic and governance advisers in place as long as Iraq wants them. It means keeping our Provincial Reconstruction Teams (PRTs) in the field and replacing their military members with civilians. It means a major U.S. effort to support Iraq in dealing with both the International Monetary Fund and its debt and reparations problems.

The key is connecting up Iraq to the global economy on the basis of what it can supply the world right now--oil. Iraq can only do that rapidly with foreign direct investment and using oil revenue to build up infrastructure and diversify the economy.

This is essentially our Development-in-a-Boxâ„¢ approach with the Kurdish north. You nation-build in response to previous conflict in Iraq, but elsewhere, there's no reason why it cannot be done preemptively, to the "left" of the conflict spectrum.

Release the Miami hounds!

NATIONAL: "Charter Companies Flying to Cuba Thrive Despite Complaints," by Damien Cave, New York Times, 20 May 2009.

Right now, only a few, very politically-connected American companies dominate the U.S.-to-Cuba flight market, and they charge way too much, and with the opening-up of travel restrictions, they are making money hand over fist.

$600 to fly 45 minutes, but people pay because the demand is so great.

The next step in the opening-up process seems clear: open up the market to competition. Let a Southwest get in there and make everything $69 and you will see Cuba change before your very eyes.

Meanwhile, Orbitz fights the good fight, with $100 coupons for anyone who signs their petition to end all restrictions on travel.

Cuba's rancid communism survives only because of the embargo. Obama lifts it completely and he'll have enough of a victory by 2012 to win the votes from that crowd.

But he should hurry to maximize his effect.

Why Obama Should Let Iran's 'Red-State' Die On Its Own

As a million more protestors march on Tehran today, the days of Ayatollah "Falwell" Khamenei and President "Gingrich" Ahmadinejad are numbered. And that means Obama should keep talking to Twitter more than trying to manipulate the Middle East's dynamics, argues a leading foreign-policy expert. These guys could still go nuclear, after all.

Click here to read Tom's Esquire.com column for today.

I think this time around we want readers to both Digg and Tweet it.

June 19, 2009

Netanyahu's refusable offer

ARTICLE: Netanyahu Backs 2-State Goal, By Howard Schneider, Washington Post, June 15, 2009

The usual clever offer from Netanyahu: demanding an up-front disarm tells me this offer is pure show.

Israel want to offer to come clean on its nukes while we're at it?

This is a move designed to elicit no counter moves, but merely stasis.

No promise to halt settlements also effectively sidelines the Arab League.

Consider decks cleared.

Cool when "black swans" can be predicted so far in advance that entire hedge funds can be set up in advance to take advantage!

INVESTING: "Black Swan Fund Makes A Big Bet On Inflation," by Scott Patterson, Wall Street Journal, 1 June 2009.

I don't know what else to write.

There's just no way I could have seen this coming! Governments print money and inflation results? That's just weird, like a white dachshund or something.

Down with capitalism! (sort of)

WORLD NEWS: "Across Europe, Left-Leaning Parties See Clout Faltering," by David Gauthier-Villars and Marcus Walker, Wall Street Journal, 6-7 June 2009.

Yet again we find evidence that the current global economic crisis hasn't resulted in political swings against markets.

The economic recession should have meant easy votes for Europe's left-wing movements, longtime critics of unchecked capitalism.

Yet as Europe goes to the polls, left-leaning parties across the continent are looking likely to falter. That's true both for those in government, such as in the U.K. and Spain, and in the opposition--such as France, Germany and Italy.

Part of it is shrewd politicking by the Right, which swiftly moved leftward when the crisis struck (like Germany's Angela Merkel).

But here's the better, broader explanation:

In the past, there was a clear fault line between Europe's left-wind and right-wing parties. The left called for more social welfare programs and public spending. The right wanted the state not to interfere in market forces.

Globalization helped change that. With nations and companies vying on a global scale, it has become difficult for a country to separate the effects of public spending and budget deficits from its labor costs and capacity to compete in export markets. The key moment came as far back as 1994, some political analysts say, when the World Trade Organization was created and much of the world began shifting to a more free-market economy.

"The WTO marked the triumph of the market economy," says Dominique Reynie, head of Paris-based Foundation for Political Innovation. "Since then, the left has been unable to propose another route."

And it's still unable.

The danger?

If the left can't propose and lead a progressive agenda and the right's equally unable, then today's populism may shift into regressive nationalism.

Let the talking begin, and the missile defense shield lag

INTERNATIONAL: "U.S. and Russia Begin Arms Talks With a December Deadline," by Ellen Barry, New York Times, 20 May 2009.

As I argued in the recent Esquire piece, I have no problem with more arms reductions with Russia, especially if it gives us a good out on that idiotic missile shield program (which a recent EastWest Institute study noted was insufficient on any Iranian threat anyway). I just see no utility in going to zero.

This is good and useful work that revives the sort of strategic cooperation which Bush let fall to the wayside in his preference for missile defense. The deal will likely resemble the one Bush and Putin sketched out in 2002.

The military aid we waste in Afghanistan is different than the aid we waste in Pakistan, but the sum effect is scary

FRONT PAGE: "Arms Sent By U.S. May Be Ending Up In Taliban Hands: Signs of a Supply Leak; Captured Ammunition Is the Kind Provided to Afghan Forces," by C.J. Chivers, New York Times, 20 May 2009.

The aid we send to Pakistan gets diverted to its big-war force and its nuke production, and the aid we send to Afghanistan gets siphoned off to the Taliban.

End result? Taliban more threatening to Pakistan and we end up fearing for lost nukes.

Talk about funding both sides!

June 20, 2009

The local debt build-up in China--yet another hidden deficit?

WORLD NEWS: "Concerns About Cost of China's Stimulus Grow," by Andrew Batson, Wall Street Journal, 10 June 2009.

The hidden cost of China's stimulus effort: matching funds from local governments raised by debt.

Key bit:

The spending spree has helped steady China's economy while other major nations remained mired in the global downturn. It is one of the largest stimulus programs adopted by any government in the world--yet China plans to hold its budget deficit to just 3% of gross domestic product this year. That's about where the U.S. hopes its deficit can end up in a few years after it scales back its stimulus spending.

In fact, China's formal budget is paying for only about a quarter of the two-year, four trillion yuan ($585 billion) investment program. Stimulus projects typically get fast approval and a partial financial contribution from the central government, with local authorities left to come up with the majority of the funds. But they don't have much money, as China's tax system channels most revenue to Beijing.

China's debt structure beats most advanced countries still, but it's not quite the gold standard that it seemed.

In general, a lot of Chinese debt is off the books: environmental, demographic, etc.

Bolton's breakdown on Israeli strikes--a green light subtly lit

OPINION: "What If Israel Strikes Iran?" by John R. Bolton, Wall Street Journal, 11 June 2009.

The gist appears in the call-out text: "The mullahs would retaliate. But things would be much worse if they had the bomb."

Iran won't close the Straits of Hormuz, nor cut its own exports to raise global prices, nor directly attacks U.S. forces in either Iraq or Afghanistan, nor launch missiles against Israel. It will unleash Hamas and Hezbollah and that's about it.

Then Bolton tries to sell with contrary logic: "This brief survey demonstrates why Israel's military option against Iran's nuclear program is so unattractive, but also why failing to act is even worse."

The deuce you say.

Plus, Israel's strikes might just turn the population against the regime.

This is sounding better and better.

Plus, says Bolton, most Arab regimes will welcome the strikes.

Finally, Bolton reminds us, Obama has turned against Israel, so what the hell?

Actually, a pretty accurate op-ed.

June 22, 2009

The mullahs are afraid

ARTICLE: Iran's Top Leader Endorses Election, By Thomas Erdbrink and William Branigin, Washington Post, June 20, 2009

You knew this would eventually be the charge and so you didn't want to give the Supreme Leader any unnecessary ammo. Why? Because when the charge was inevitably made, it would seem that much more laughable to outsiders and insulting to those who protest within Iran.

Not a strong move short of the full investigation. It signals serious fear on the part of the Supreme Leader. He's afraid of things unraveling and wants to end this thing now with a strong statement.

As I have indicated before, I don't think the opposition is nearly organized nor mobilized enough at this point to win (one can always be pleasantly surprised). The key will be the staying power and new growth in the months ahead.

How is Iran changing?

ARTICLE: Police Unleash Force On Rally in Tehran, By Thomas Erdbrink and William Branigin, Washington Post, June 21, 2009

Sad to say, this is how I expected the unrest to unfold: increasingly amounts of repression and intransigence from the authorities, wearing down the people.

I never had much expectation of a rapid fall.

The question for me has been, what do the Iranian people take from this experience? Either it mobilizes for the longer struggle, where some real potential exists, or it demoralizes further.

Either way, Iran's leadership is incentivized--more than ever--to push ahead on the bomb. A near-death experience for the regime will not dissuade it but make it bolder. Now, more than ever, Tehran wants to prove itself immune from regime-changing pressure from outside.

Nice piece that echoes a favorite argument of mine on the middle class

OP-ED: "What You Don't Know Makes You Nervous," by Daniel Gilbert, New York Times, 21 May 2009.

I argue just about every chance that I get that the poor want protection from their circumstances and the rich want protection from the poor. But the middle class? What they want from their government is more complex: protection from uncertainty.

This piece nicely argues that it's not the loss in income that matters to most Americans (we can adjust) but the loss of certainty. We can always belt-tighten and money only makes you so happy (no rise in happiness above $20k per capita per year--the world over), but this sense that we don't know what's coming next in the economy is truly paralyzing.

A nervous middle class is an unhappy middle class, and an unhappy middle class is an unstable polity.

Great line: "An uncertain future leaves us stranded in an unhappy present with nothing to do but wait."

Everybody loves to anticipate. Nobody loves to wait.

Wow! Putting jihadists in detention works 85% of the time!

FRONT PAGE: "1 In 7 Detainees Rejoin Jihadists, Pentagon Finds: A Return to Terrorism; Guantanamo Findings Still 'Under Review,' Military Says," by Elisabeth Bumiller, New York Times, 21 May 2009.

I say, give it up to Gitmo if spending some time there means 85% of the detainees don't return to terrorism.

Good God! Compare that to the recidivism rate for common criminals in the U.S. penitentiary system.

June 23, 2009

Obama's economic priorities

ARTICLE: Core Reforms Held Firm As Much Else Fell Away,l By David Cho and Zachary A. Goldfarb, Washington Post, June 18, 2009

This guy's economic program in a nutshell.

June 22, 2009

Israeli companies have no choice but to go global

SMALL BUSINESS: "Entrepreneurial Edge: Israeli Companies Seek Global Profile," by James Flanagan, New York Times, 21 May 2009.

Israel, like Taiwan, is tumultuously entrepreneurial and democratic. The two seem to go hand-in-hand in small-island market states.

In Israel, any company with any ambition thinks global, because the local market (hemmed in as it is) is too small. That doesn't mean Israelis don't market regionally, because they're all over the dial. They just have to use a lot of misdirection to appease local sensibilities.

That sort of work-around mentality has benefited Israel's companies, who are anything but timid in marketing, alliance-building, etc.

What this piece says it that Israeli business wants to move beyond being the small incubator of all sorts of new products and thinking and start fielding large national brand companies that build on that ingenuity and entrepreneurial edge to become global players.

Here's the bit that caught my eye, from an Israeli venture capitalist:

"America is the queen of content," Mr. Margalit said, "but it is still in the broadcast era, while China and Korea are in the interactive age." He said Israel's "creative hub" would focus on participation in those new markets.

Opinions?

Now the real crackdown begins ...

ARTICLE: 4 members of Iranian cleric's family are freed, By Borzou Daragahi and Jeffrey Fleishman, Los Angeles Times, June 21, 2009

At first, the Supreme Leader defends Rafsanjani in an attempt to placate him regarding Ahmadinejad's election-battle criticisms.

But now the knives come out and the score settling begins.

Editor's Note: the Iran posts

I publish three post by Tom on Iran today. Obviously this is a rapidly changing situation. Please note the order of the posts, the same order in which Tom wrote them. That means, the way our weblog publishes them, if you just read down the page you will read them in reverse order.

Tom says: Reality is that Sean was overseas the past ten days and I was in Shanghai for much of last week, so keeping things running on the blog was fairly tricky. .

Matching Up Priorities in a Globalized Age

China's global priorities might not match up that well with those of your average American policymaker. But they do match up quite well with President Obama's agenda. That's the sense I got after spending last week in Shanghai with a bevy of China's top foreign affairs academics. Although the workshop I attended was focused on U.S.-Chinese relations, there was no shortage of side conversation on the post-election meltdown unfolding in Iran. And nothing I heard in terms of the Chinese sense of priorities bore any resemblance to what you see these days in American newspaper headlines.

Continue reading Tom's New Rules column at WPR.

Tom around the web

+ Space Politics linked How NASA Can Keep Up with Star Trek (and China) in Space.
+ Power From Space reprinted the whole thing.
+ innumerable worlds also linked it.

+ Democracy Arsenal linked Why Obama Should Let Iran's 'Red-State' Regime Die on Its Own.
+ Danger Room linked Drones and the Re-symmetricized Battlefield.
+ Marketing Shift quoted Tom on Iran.
+ The Opinionator(a NY Times weblog) linked Trying to catch up on events in Iran -- from China.
+ And linked Ahmadinejad aftermath.
+ Kimberly thinks Tom is brilliant and recommends PNM.
+ zenpundit linked Chimerica--great while it lasted(?).
+ Smitten Eagle spends a lot of Tom talking about Tom's work and cross-posted it on Chicago Boyz.

+ Airforce Amazons linked The adaptive capabilities of the Chinese Capitalist Party, as sung (lips firmly attached to ass) by Banyan, Chief Suck-Up Officer for the Economist.
+ Peter Hodge disagreed with Australia's sticking to its guns, and it's 20th-century mindset.
+ Super Punch linked Swine fl(u/ight) precautions.
+ China at our Gates quotes Tom.
+ WHAT YOU MUST READ linked Impressive correction.
+ Josh Xiong linked The Good, the Bad, and the Ugly: How Obama's Cairo Rhetoric Could Really Unfold.
+ Littlebangtheories's Blog quoted Jeffersonian India doesn't do cities well.
+ İşte Türkiye! mentions Tom (and, apart from that, I can't make much out of it).
+ Brigadier at Pakistan Defence Forums says read Mao to understand insurgency and anything by Tom.
+ VideoSurf linked the TED video.

June 23, 2009

NKorea: like Obama's take and a wish

ARTICLE: N Korea defends nuclear programme, BBC, 22 June 2009

Rather than fanciful declarations of defending Hawaii (like North Korea could hit it), I like this take from Obama.

And what I'd really like to see is the U.S. shooting down the next missile tested.

Why I remain hopeful on Iran

The Pentagon's New Map, published 2004, page 380 under "ten steps towards this future worth creating," number 3:

Iran will experience an overthrow of the mullahs' rule by 2010 . . .

I hate predictions as a rule, and the sequence wasn't about predicting but rather imagining the best path forward. I always thought that one was optimistic, even writing it in the summer of 2003.

And yet . . .

Supporting what comes next in Iran

ARTICLE: A Tense Calm on Streets of Tehran, By Thomas Erdbrink, Washington Post, June 22, 2009

The quiet inevitably comes. And now the opposition realizes it won't shout the mullahs out of power a la Ceaucescu.

So the questions becomes, what organization now results?

Do we wish to support? Absolutely. But only in the most indirect sense. Still have to deal with the regime, and the nukes. We play bad cop still, Europe more easily the good. Support to the opposition best applied through private means, like the big Iranian ex-pat population in the U.S. Anything with USG fingerprints is bad.

And no, we don't particularly need to beam in "freedom radio." The Twitter connectivity proves that.

But you begin to see the utility of having a fairly democratic regime in Iraq right next door. Very unsettling in a good way.

One reason why I believe in Nigeria as a regional pillar for West Africa

MOVIES: "Nollywood Babylon: Nigeria's movie industry is winning global attention, but DVD piracy may bring it down," by Will Connors, Wall Street Journal, 22 May 2009.

Despite the warning here, Nollywood, as Nigeria's thriving movie industry is known, is doing relatively well--just not in a manner we would recognize.

Nollywood cranks 900 movies a year--all straight to video. That puts it #2 behind Bollywood (Mumbai, India) and makes it twice as prolific as Hollywood.

Nollywood films are popular throughout Africa and in African enclaves worldwide.

The hitch in this giddy-up is that Nollywood only makes $250m off this production, largely because piracy steals so much (still, in a world where films are made for $15-25k on average, the business remains hopping).

The limits here are structural: poor IP laws and a non-existent distribution system. The latter can't arise so long as the former continues in its absence--rules driving connectivity instead of the other way around (our norm).

The more immediate problem: Nigeria's government gets about 95% of its revenue from oil, so no incentive to protect the movie industry.

A rough equivalent of a slide I use in the brief

EDITORIAL: "Britain's Debt Omen," Wall Street Journal, 22 May 2009.

Federal debt held by the public as a share of GDP, 1950-2011.

It was about 100% at the end of WWI. By 1950 it's down to 80%, then down to less than 50% by 1960 and less than 30% by 1970. It remains flat, amazingly enough, across the tough 70s.

Then Reagan comes on and it explodes to roughly 50% by the end of Bush the Elder's term. Clinton brings it back down to about 33% by the end of his eight years (that tax-and-spender!) and then Bush the Younger pulls it back up to the high 30s by 2008 and leaves Obama to clean up the mess, so that now the numbers project back up to about 70%.

The slide I use doesn't track the amount held by the public but takes the entire debt relative to GDP. My numbers go from roughly 90% at Truman's start down to about 30% at Carter's end, then back to 65-66% at the end of Reagan-Bush, down to 57-58% at end of Clinton, and then back up to almost 70% as Obama's splurge kicks in through 2010.

Here's the difference between the two measures, as captured by Wikipedia:

Debt held by the public is all federal debt held by states, corporations, individuals, and foreign governments, but does not include intragovernmental debt obligations or debt held in the Social Security Trust Fund.

So I guess my chart captures the hidden costs of an aging demographic structure better.

How about Afghanistan in the context of everything else?

POINT: Afghanistan: The Path to Victory, By Joseph J. Collins, Joint Forces Quarterly, NDU, October 2009, p58

MIDPOINT: Destroy the Taliban's Sanctuary, By Steven Metz, Joint Forces Quarterly, NDU, October 2009, p62

COUNTERPOINT: Trapping Ourselves in Afghanistan and Losing Focus on the Essential Mission, By Ralph Peters, Joint Forces Quarterly, NDU, October 2009, p63

Interesting trio of articles that says: 1) the long hard slog can work (Collins); 2) the long hard slog is doomed (Metz) and 3) we have no strategic interests here and should leave (Peters).

No one talks about engaging regional players much--if at all. This entire discussion is held within the confines of America-doing-damn-near-anything. To me, it's a stunningly sterile discussion, as if we're the only power in the world.

China is mentioned twice--very obliquely. Collins talks constructively for a brief bit on India and Iran. Peters speaks about Russia and India mostly in terms of complications--Iran similarly. Turkey is unmentioned. The Shanghai Cooperation Organization is never mentioned.

In effect, regional players are there to be worried about but never fully exploited. The sum effect is--again--an oddly limited debate.

Honestly, strategic thinking (other than the negating let's-just-get-the-hell-out-of-here crowd) in this country is dead. It is truly weird and sad.

The word "economy" is used once by Metz, to decry Afghanistan's complete lack of one outside of opium production. Collins talks "economic development" a lot, but that seems to mean NGOs exclusively.

Again, this is a depressingly narrow debate.

China's NOC finds a strange amount of economic democracy in Iraq--aka farmers

WORLD NEWS: "China Faces Unexpected Problem Drilling for Oil in Iraq--Farmers," by Gina Chon, Wall Street Journal, 22 May 2009.

Sinopec is finding local relations a tough row to hoe in Iraq. I guess it's just not used to peasants who not only stand in its way but refuse to budge until sufficient compensation is offered.

Yes, eventually compromises are achieved, but it shows how, as one farmer put it, Sinopec should have been smarter about working with the locals from the beginning, where land ownership remains in doubt in many instances.

Of course, local Iraqi officials tend to be more embarrassed, and should be.

The point we make with Development-in-a-Boxâ„¢ is that the outside investor wants his money to trigger better rules and enable local counterparty capacity to grow, not merely reveal the lack of solid rules and create confusion about where the local counterparty capacity actually should reside. In sum, it is a highly iterative process. There is no waiting on the perfect law; just showing your commitment to leave the place more connected (both in infrastructure and capacity for further deal-making) than you found it.

June 24, 2009

Clerics joining the protests

CNN: "The Situation Room with Wolf Blitzer," 23 June 2009.

This is a big and positive sign that underlies the electoral putsch by the Revolutionary Guards. The mullahs' rule is crumbling before our eyes.

What comes next is the martial law of the Guards.

And yeah, this is the next best iteration, from our perspective.

The picture-perfect martyr

CNN: "The Situation Room with Wolf Blitzer," 23 June 2009.

Neda, who can be iconically rendered in both modern and traditional guises, is exactly the sort of rallying point the opposition is looking for: an educated, modern Iranian female brutally murdered on the street.

The goal: tarnish Iran's current regime as much as possible

ARTICLE: Iran Unrest Reveals Split In U.S. on Its Role Abroad, By Scott Wilson, Washington Post, June 23, 2009

An interesting article on the split between Cold War instincts and post-Cold War sensibilities. In a broadcast world, you need to broadcast your support, but is the same required in a peer-to-peer world, or does that just come off as old-school propaganda?

There would seem to be some middle ground between poisoning the well with Iran's leadership for another long stretch (we have so much history of regime-change-encouragement there) and not doing enough to reward the immense courage of the protesters, who are indeed quite inspiring.

So what additional skin can we put in the game to reward such behavior and highlight the evil of the crackdown?

I would say anything that keeps this thing as Iranian as possible (as one aide put it) but keeps it as top-of-the-global news food chain as possible. Also, anything that allows the global community to display its displeasure, so working the UN seems good.

In short, we want to make this period as uncomfortable and as revealing as possible for the Iranian regime. We cannot stop the crackdown, but we can tarnish the regime with it now and for a long time, as I--again--expect this to be a lengthy, Solidarnosc-like struggle if it is going to succeed.

Meaning big labor strikes are next.

Ahmadinejad not to be sworn in until August

CNN: "The Situation Room with Wolf Blitzer," 23 June 2009.

This is getting better and better.

I know it's standard timing, but if I were the Guards, I would have sped it up for appearances' sake.

Regarding Obama's increasing "tougher stance"

The GOP isn't going to nail Obama on responding too slowly to events in Iran.

He's responding as things are happening. There is no reason to get in front when things are going so well.

This is James Baker/George H.W. Bush smart circa 1989.

Let your enemies dig their own graves so long as they're ready and willing. No sense in grabbing anybody's shovels and declaring it all to be about America. Please, this is why we elected the guy. We wanted smart and cool and calculating and careful.

Roger Cohen (NYT) reporting from Iran to Wolf Blitzer just now (23 June 2009): Obama couldn't be more popular among the protesters.

So you know what? As much as I'd love to be proven wrong and have the regime drop tomorrow (I'm thinking months, not weeks), we play it smart to highlight issues as they emerge, letting the world judge and mobilize. We have such a self-negating history here, from the 1953 coup to the Iran-Iraq war to the "axis of evil" decisions by Bush, that we don't have the same easy entry we typically enjoy in such situations.

So yeah. Tweak 'em, tweet 'em, promo it like crazy, letting the news cycle work it's maniacal magic. Iran is isolating itself through its actions. It don't get any better than this.

And Obama's just humble enough and smart enough not to get in the way while things are going well.

It's when things truly go bad that he'll be more usefully employed.

Why globalization wins in Iran--in the end

OP-ED: "The Virtual Mosque," by Thomas L. Friedman, New York Times, 17 June 2009.

SUNDAY OPINION: "Winds of Change?" by Thomas L. Friedman, New York Times, 14 June 2009.

Great pair of pieces by Friedman that display his long-time analytic wizardry when it comes to explaining the forces of change in the Middle East.

The first piece argues implicitly that Bush's Big Bang strategy is finally yielding some serious fruit.

Yes, the new social networking technologies are crucial, but the example of Iraq helps make Lebanon conceivable, and Lebanon emboldens the average Iranian voter.

As for Obama? He's definitely an enabling factor, but nothing more. Guy's too smart to believe either the headlines or the more expansive claims of his aides.

The coolest bit from Friedman: calling social-networking techs the virtual equivalent of mosques. In the Before Time, you could only go to the mosque for such networking and it was all conservative. Now, the Net and its many venues have leveled the playing field quite a bit.

A nice, validating bit for his "flat world" mantra.

Brezhnevian Iran--see the film

THE ARTS: "Iran's Tensions, Foreshadowed in Its Cinema," by A.O. Scott, New York Times, 20 June 2009.

CULTURE: ("Movies: 'The Stoning of Soraya M.') The Accused: A controversial new film looks at the treatment of women in Iran," by John Jurgensen, Wall Street Journal, 20-21 June 2009.

Reminds me of the way Russian films revived in the late 1970s and 1980s:

From the early 1990s until the middle of this decade, the work of Iranian filmmakers caught the attention of critics, cinephiles and festival juries around the global as Iran's historically rich movie culture, largely dormant during the Islamic revolution and the long way with Iraq, entered into a remarkable period of rejuvenation.

Arguably the most famous filmmaker of this time period, Mohsen Makhmalbaf, is now one of the spokesman for Mir Hussein Moussavi, the opposition candidate in the recent election. The reformist (sort-of) president of Iran from 1996-2004 (Mohammed Khatami) was the minister of culture who helped launch this cultural thawing.

What did these films show?

You see class divisions, the cruelty of the state, the oppression of women and their ways of resisting it, traditions of generosity and hospitality, and above all a passion for argument.

A typical Iranian film can feel like one long series of family quarrels . . .

Tell me this society isn't similar to Israel's.

Brooks on Iran's fragility

OP-ED: "Fragile at the Core: Iran's regime is more fragile than its nuclear program," by David Brooks, New York Times, 19 June 2009.


Good section:

The core lesson of these events is that the Iranian regime is fragile at the core. Like all autocratic regimes, it has become rigid, paranoid, insular, insecure, impulsive, clumsy and illegitimate. The people running the regime know it, which is why the Revolutionary Guard is seeking to consolidate power into a small, rigid, insulated circle. The Iranians on the streets know it. The world knows it.

From now on, the central issue of Iran-Western relations won't be the nuclear program [FINALLY! Says Barnett]. The regime is more fragile than the program. The regime is more likely to go away than the program.

The central issue going forward will be the regime's survival itself. The radically insecure members of this government will make no concessions that might threaten their hold on power. The West won't be able to go back and view Iran through the old lens of engagement on nuclear issues. The nations of the West will have to come up with multitrack policies that not only confront Iran on specific issues, but also try to undermine the regime itself.

This approach is like Ronald Reagan's policy toward the Soviet Union [actually, every Cold War president's approach], and it is no simply thing. It doesn't mean you don't talk to the regime; Reagan [as did all Cold War presidents, Reagan less than most] talked to the Soviets. But it does mean you pursue many roads at once.

Aren't you glad you've got a president capable of "many roads at once"?

Only Ahmadinejad can go to America

OP-ED: "A Different Iranian Revolution," by Shane M., New York Times, 19 June 2009.

Piece goes on and on, but some good bits.

One is:

... the election does reveal a paradox. There is strong evidence that Iranians across the board want a better relationship with the United States. But if Mr. Moussavi were to become president and carry out his campaign promise of seeking improved relations with America, we would probably see a good 30 percent of the Iranian population protesting that he is "selling out" to the enemy.

By contrast, support for Mr. Ahmadinejad's campaign was rooted in part in his supposed defense of the homeland and national honor in the face of United States aggression. Americans too-long familiar with the boorish antics of the Iranian president will no doubt be surprised to learn that the best chance for improved relations with the United States perhaps lies with Mr. Ahmadinejad. But Mr. Ahmadinejad is perceived here as being uniquely able to play the part of an Iranian Nixon by "traveling to the United States" and bringing along with him his supporters--and they are not few.

Been saying this in briefs for years, to a lot of shaking heads (both directions).

June 25, 2009

The Supreme Leader not so supreme anymore

NEWS ANALYSIS: "An Iron Cleric, Now Blinking," by Neil MacFarquhar, New York Times, 16 June 2009.

Great analytical piece by MacFarquhar, who is always good on Iran, that explores the notion that Khameini's grip on power is slipping.

Dovetails nicely with the spate of Revolutionary-Guards-taking-command analyses.

A more straightforward sign that Israel seeks to contain U.S.

WEEK IN REVIEW: "Mideast in Flux: An Israeli Cozies Up To Moscow," by Clifford J. Levy, New York Times, 14 June 2009.

Avigdor Lieberman, the new Israeli foreign minister, emigrated from the former Soviet Union years ago. He recently returned to Russia, receiving a "notably warm reception" from Putin's government, which has displayed, we are told, none of the Obama team's "squeamishness" on Israel's hard line.

Russia, as we've known for a long time, wants to be seen as a serious great power in the Middle East.

Lieberman is romancing the Russians like no Israeli official before. Naturally, since both have a taste for wielding government power in heavy-handed ways (Lieberman has called for Arab citizens of Israel to take a loyalty oath, which is oh so Soviet), Lieberman and Putin get along quite nicely (it helps that the former is still fluent in Russian).

No, Israel is unlikely to ever get Moscow to go for truly harsh sanctions on Iran. After all, Russia is building that contested nuclear power plant in Iran.

Still, when regimes feel marginalized by the global powers-that-be, they tend to come together.

You say Chechnya, I say Gaza.

I know, I know. Eventually we'll have to press the reset button on Israel too. For now, though, both sides of this long-time special relationship are exploring the concept of dating other powers.

And thus this burgeoning bond will be interesting to track.

The bad news on business in Iran

FEATURE: "Iranian Business Fears the Worst: One big worry; The commercial elite will flee the country if Ahmadinejad stays in power," by Stanley Reed, BusinessWeek, 29 June 2009.

Key call-out quote:

If they can start witch hunts against people like Rafsanjani, then who is safe there," muses one Tehran businessman.

There is no faith in Ahmadinejad. As one former gov official (now investment banker) said: "I don't think this guy knows what he's going to do when he gets up in the morning."

Spread cheeks, insert head.

Now Iranian business can look forward to four more years of Ahmadinejad's stewardship and plenty more sanctions. Then there's lower oil prices and a current real estate bust. One Tehran observer notes: "Business is almost dead for everybody."

I say, let the Guards continue their magic. It can only get better from our perspective.

The always intelligent Seib on Iran and the election

CAPITAL JOURNAL: "Rules on Iran Haven't Changed," by Gerald F. Seib, Wall Street Journal, 16 June 2009.

Best, most sensible bit:

The problem for the U.S., though, is that while all this may represent a positive turn toward a more reasonable Iran in the long run, one can hardly count on it. The Obama administration, in fact, has little choice but to continue to deal with Iran as if nothing fundamental has changed--and in fact, assume that the dispute makes the country harder to deal with, not easier, in the short run.

Four reasons cited:

  1. we've seen such previous outbursts go nowhere;
  2. so long as Ahmadinejad remains frontman, he's too erratic to deal with;
  3. the nuclear program will go on;
  4. the build-up on the Shah's fall was years in the making.
In short, Iran may have changed, but our problems with Iran remain the same and are unlikely to change any time soon.

Don't agree with everything here, but--again--sensible stuff.

Clear out of sight

ARTICLE: Clear airport security fast-lane program shuts down, By Stephanie Chen, CNN, June 23, 2009

I have used Clear for about a year and a half and it was great, well worth the money (less than half of any hotel room you'd have to get when you missed just one flight per year). Since I had Clear, I have never missed a flight.

It will be sorely missed by this road warrior. That card was my ace in the hole.

The military coup in Iran--one argument

OP-ED: "Iran's Hidden Revolution," by Danielle Pletka and Ali Alfoneh, New York Times 17 June 2009.

Iran's Revolutionary Guards have affected a coup d'etat--silently.

Ahmadinejad is the stalking horse of this crowd that wants to--in effect--secularize and concentrate political power in the nation within their small ranks (the nomeklatura, or highest ranks, of the elite).

Why do this? Popular resentment against the mullahs grows (urban types hate the stultifying rigidity of the laws, and the rural poor hate the corruption), so to preserve the autocratic rule of the elite, they must be marginalized.

Many have written in the past (noted here) about Ahmadinejad's efforts to concentrate new powers in the presidency, to--in effect--create an alternate power center based on the military/Revolutionary Guards/etc. The Guards in particular rule like a one-party state already in the economy.

The Supreme Leader buys into this "undercutting" of his own class out of sheer survival, the great fear being a soft regime change a la Ukraine (and yes, see how the opposition embraces green), the secondary fear being encirclement by U.S. military forces.

In sum, the "Islamic" is being removed as well as the trappings of the "Republic."

Institutionalized religion never really works with democracy

OPINION: "Iran's Clarifying Election," by Amir Taheri, Wall Street Journal, 15 June 2009.

The detailed rendition of the putsch theory, saying the military-security organs that back Ahmadinejad against the restive public (and, arguably, against the theocrats too) essentially stepped-up and, in a heavy-handed fashion, grabbed control of this election.

So now comes the purge, it is predicted, of all the reformist and non-hardliner types like Khatami and Rafsanjani.

So the die is cast and there is no more any illusion of taming the theocracy from within. The military has, in essence, sided heavily with the regime in not allowing change to unfold, so for real reform to happen, we're talking serious upheaval.

Ahmadinejad is portrayed as a beyond-Nixon-like figure who's willing to fight it out completely at home and abroad (whereas the real Nixon chose), the suggestion being that he's taken on too much.

Israel prefers clarity in Tehran

WORLD NEWS: "Some Israelis Prize Ahmadinejad's Role," by Yaroslav Trofimov, Wall Street Journal, 18 June 2009.

He does simplify things for an Israel sounding the alarm.

Mossad, according to this article, says Iran has the bomb by 2014--all things being equal.

So the careful, soft-spoken Iranian president would complicate things, just as our own similarly gifted president does.

The thing is, if you're Israel and you think Obama, gifted politician that he is, will likely win re-election--all things being equal, you get awfully tempted to make certain things decidedly unequal.

Ross moves up

WORLD NEWS: "Key Iran Adviser Gains Obama's Ear," by Jay Solomon, Wall Street Journal, 18 June 2009.

Dennis Ross is arguably the right guy for now: he wants direct talks and wants to go right to the Supreme Leader, but he's pretty vigorous with the sticks and is largely trusted by the Jewish-American community.

Given the way this whole tumult has made the Supreme Leader look weak, that's a pretty good mix for our side.

Guy can basically say, "Listen, I want to deal and you know you should deal. But if you don't, don't expect us to hold off Israel."

Like I said in last week's Esquire.com piece, I like the dynamics as they're unfolding here. Obama shouldn't leap out in front. He should wait and capitalize on dynamics as they appear. The unrest in Iran is merely the set-up for greater possibilities.

But no, I still don't think it can overwhelm the government in Tehran right now or any time soon. I see a long, Solidarnosc-like struggle here.

We are at the beginning of the end here. Focusing on human rights for now is just fine.

Good breakdown of power flows in Iran

WORLD NEWS: "Iran Arrests Reformers as Huge Protests Continue: Tehran Accuses U.S. of Seeding Dissent While Opposition Plans New Rallies; Probe Ordered Into Violent Attack on Students," by Farnaz Fassihi, Wall Street Journal, 18 June 2009.

Article is basically on the factional fighting implied by arrests of reformers (to include the more recent event of Rafsanjani's daughter being picked up), but the graphic is worthwhile.

Breakdown by text:

Appointed Supreme Leaders: appoints Head of Judiciary; appoints half of Guardian Council.

Assembly of Experts: appoints and monitors Supreme Leader.

Guardian Council: vets candidates for Assembly of Experts; vets candidates of Parliament and vetos its "bad" laws; vets candidates for President.

Head of Judiciary: nominates half of Guardian Council (apparently the other half?).

Parliament: Vets candidates nominated by Judiciary to Guardian Council.

Voters: elect President; elect Parliament; elect Assembly of Experts.

So direct elections of everybody who counts least, and those most important appointed leaders get to select each other--basically--while eliminating "bad" candidates for president and parliament.

It really is Byzantine. The Guardian Council shapes the Assembly of Experts, which picks the Supreme Leader, who picks the Head of Judiciary, and the two of them each pick half the Guardian Council, which shapes the presidency and parliament.

Our original system here in the States displayed a lot of mistrust of the mob, with only the House being a direct vote (Senate was appointed until early 20th century, and State governments picked presidential electors in majority of states until 1824). So the appointed Senate watched over the rowdy House and the largely appointed President watched over the Senate, with the appointed Supreme Court watching over it all. The "will of the people," such as it was, was somewhat buried under all that superstructure. Now, we really do elect the president and the Senate and it's only the Supreme Court that's appointed.

But with Iran, it's clear that, three decades after the revolution, there's little trust between the government and the public. The whole system seems set up to blunt popular will, despite all the lovely trappings.

Of course, you can say--as many do--the our two-party system "vets" and vetos plenty of non-mainstream candidates. It's just that our definition of mainstream is awfully damn wide, while Iran's is awfully damn tight.

Big point being: when our public really gets mad, that anger is processed electorally. But in Iran, it is--especially with this election--essentially thwarted.

Why Ahmadinejad Is Better for the U.S. Than Moussavi

As the beat-down goes on and the rhetoric ratchets up, President Obama's poker hand may be getting better. Dealing with an isolationist leader in the middle of a progressive uprising, after all, means you get thrown the aces.

Continue reading this week's World War Room column for Esquire.com.

June 26, 2009

Stalinist Iran

FRONT PAGE: "Iran Stepping Up Effort to Quell Election Protest," By NAZILA FATHI and MICHAEL SLACKMAN, New York Times, June 25, 2009.

Per my piece for Esquire.com, the growing consensus of what this electoral putsch represents:

The nation's leadership cast anyone refusing to accept the results of the race as an enemy of the state. Analysts suggested that the unyielding response showed that Iran's leaders, backed by the supreme leader, Ayatollah Ali Khamenei, had lost patience and that Iran was now, more than ever, a state guided not by clerics of the revolution but by a powerful military and security apparatus.

The absurd finger-pointing and accusations of treason and collaborating with foreign enemies is downright Stalinist.

A worthy protest against the Chinese government

INTERNATIONAL: "U.S. Objects to China's Web Filtering," By SAUL HANSELL, New York Times, June 25, 2009.

Ron Kirk, US Trade Rep, put it well:

"Protecting children from inappropriate content is a legitimate objective, but this is an inappropriate means and is likely to have a broader scope," Mr. Kirk said in the statement. "Mandating technically flawed Green Dam software and denying manufacturers and consumers freedom to select filtering software is an unnecessary and unjustified means to achieve that objective."

The six weeks notice also seems suspect, like a business/protectionist ploy.

New Core = new engine for global recovery

BUSINESS DAY: "Developing World Seen as Engine for Recovery," By NELSON D. SCHWARTZ and MATTHEW SALTMARSH, New York Times, June 25, 2009.

OECD prediction for next year: the BIC (BRIC minus Russia) lead. The Economist has started referring to the BIC v. BRIC (or just Brazil, India, China).

So some version of de-coupling is real, at least on the upside (recovery).

U.S. predicted to shrink almost 3% this year and grow nearly a percent next.

Personally, I welcome the development greatly. We have long complained that the global growth engine can't be solely the U.S. consumer.

Kyrgyzstan kudos

ARTICLE: In Reversal, Kyrgyzstan Won't Close a U.S. Base, By MICHAEL SCHWIRTZ and CLIFFORD J. LEVY, New York Times, June 24, 2009

Nice little victory snatched from the jaws of defeat (and Moscow's overt bribery).

In the end, it was all about the money, so we paid up (and renamed it a transit center and now let the Kyrgyz do security), all of which is fine.

And now this bone of contention is gone before Obama goes to Moscow.

Good deal all around.

June 29, 2009

The ultimate in SysAdmin commitment

OPINION: "General McChrystal's New Way of War," by Max Boot, Wall Street Journal, 17 June 2009.

The key bit

Gen. McChrystal's decision to set up a Pakistan Afghanistan Coordination Cell means creating a corps of roughly 400 officers who will spend years focused on Afghanistan, shuttling in and out of the country and working on those issues even while they are stateside.

Today, units typically spend six to 12 months in a war zone, and officers typically spend only a couple years in command before getting a new assignment. This undermines the continuity needed to prevail in complex environments like Afghanistan and Iraq. Too often, just when soldiers figure out what's going on they are shipped back home and neophytes arrive to take their place. Units suffer a disproportionate share of casualties when they first arrive because they don't have a grip on local conditions.

There was a saying that we didn't fight in Vietnam for 10 years; we fought there for one year, 10 times.

This development is far more crucial than news that McChrystal has been offered the right to pick an all-star team, because the rotational approach has long been our Achilles' heel.

As a note, this is basically what Admiral Harry Ulrich (now with Enterra) did (as NATO commander in Naples) with naval civ-mil affairs reservists covering various African regions. He simply told teams they would focus on a small number of African states, year-in and year-out across their careers, and let them work the details regarding their active-duty deployments and reservist duties back home. By giving them such focus, he actually got a lot more effort than officially required, because personnel became deeply devoted to their collective deep dive.

Good move by McChrystal. Good sign for the SysAdmin force's continued development.

June 26, 2009

A list of reasons why I don't support strategic missile defense

OP-ED: "A Threat in Every Port," by Lawrence M. Wein, New York Times, 15 June 2009.

Great chart lists "132 ways to bring a bomb to America."

None of them involve a missile fired by a foreign state that would be immediately subject to retaliation.

I would give all that DoD missile defense money to Homeland Security's Domestic Nuclear Detection Office. I am certain that office could not possibly manage a more wasteful spending of the same billions.

Plus, we wouldn't end up pissing off other countries or erecting 21st-century Maginot Lines in Eastern Europe or Alaska ("Look, I can see a Russian!").

Pomfret speaks wisely on Tiananmen 20 years later

NATIONAL WEEKLY EDITION: "Twenty Years After Tiananmen: By giving citizens a piece of the action, the Chinese government maintains its grip," by John Pomfret, Washington Post, 15-21 June 2009.

I was on NPR with Pomfret once and he's always fairly impressive.

Pomfret asks the same question as The Economist's Banyan a while back, but comes up with a far better answer:

In 1989, a chorus of Western voices predicted the party's collapse. "One foot in power and one foot on a banana peel," was how the late, great David Schweisberg of United Press International described the party's predicament. I, too, filed my share of sensationalist dispatches, intimating a coming collapse.

But the party has defied such predictions. And it has done so by taking a brilliant step: giving a lot of Chinese--in the countryside, the cities, the media, the security services and the government--a bigger stake in preserving the existing order.

It wasn't enough for the Party to say, "get rich and stay away from politics," says Pomfret:

Instead of thwarting change, as it had in 1989, the party realized that it needed to lead it. "Keeping up with the times" has become its new motto--in the rural backwaters and the megalopolises, too.

Then a nice bit on the TVEs in the countryside (township and village enterprises) that absorb a lot of underemployed farm labor. They've also encouraged the party to force a lot of farmers off land too.

The party decided that peasants no longer have to pay taxes, and launched reforms in the cities that targeted the needs and desires of a growing middle class. The ownership society emerges:

The marchers who flooded Tiananmen Square in 1989 had, in the words of Cui Jian, the balladeer of that generation, "nothing to their names." But today's Chinese urbanites own apartments, cars and Jacuzzis--thing they really don't want to lose.

Ownership means you can get divorced when you want too.

In short, you can count most of them out when it comes to revolution.

Old Communist China controlled everything. You needed a certificate to marry, divorce, have kids, retire, travel within the country or abroad, move, change jobs. Now, when Chinese finish university, they find their own jobs. Want to travel abroad? Get married? Get divorced? Go ahead.

Pomfret then offers a nice appraisal of what he calls "graduated censorship."

Yes, the Party demonstrates its control mechanisms with Falun Gong, Tibet, and Xinjiang, but it has dramatically evolved in terms of its personnel, replacing hacks with technocrats and college grads. It also opened itself up to businessmen and now constantly schools its cadres.

It has also begun to experiment with a measure of intraparty democracy to weed out corrupt or incompetent officials, and it has worked hard to minimize internal battles.

What comes next?

The serious challenges: getting old before getting rich, a toxic environment, and a political system that drags on the economic juggernaut, in Pomfret's words. The Party also basically stands for nothing nowadays except its continued rule. There is no "there" there anymore.

Pomfret says the party emerges "triumphant" from Tiananmen (not that different from Banyan). He just notes the costs and the future challenges better.

Sunni v. Shia realpolitik

WORLD NEWS: "Saudi Arabia's Renewed Political Clout Counters Iran," by Margaret Coker, Wall Street Journal, 12 June 2009.

The Saudis are feeling confident after buying themselves a nice defeat of Hezbollah in Lebanon.

Fine by me, because it beats the alternative.

The roll-up of Iranian regional influence begins in earnest.

Obama's courage on the Israeli settlements issue

FRONT PAGE: "New Focus on Settlements: Obama Pressures Israelis Over West Bank, But Effort to Stop Growth Faces Hurdles," by Ethan Bronner, New York Times, 6 June 2009.

A description of how Obama has changed an essential past aspect of the U.S.-Israeli relationship, one that's gone on for a very long time and yielded nothing but more violence.

Says a former leftist Israeli minister: "Obama may have found the soft underbelly of Israel, because ending settlements is a consensus issue in the world, among American Jewry and even among a majority of Israelis."

Another example of the mix of intelligence and practical courage that Obama brings to the job, not on everything by any stretch, but on a host of tough subjects.

June 27, 2009

Victory in stability and oil sales

ARTICLE: Premier Casting U.S. Withdrawal as Iraq Victory, By STEVEN LEE MYERS and MARC SANTORA, New York Times, June 25, 2009

ARTICLE: Warily Moving Ahead on Oil Contracts, By TIMOTHY WILLIAMS, New York Times, June 25, 2009

ARTICLE: http://www.nytimes.com/2009/06/26/world/middleeast/26iraq.html?th&emc=th, By ALISSA J. RUBIN and CAMPBELL ROBERTSON, New York Times, June 25, 2009

Withdrawals ALWAYS lead to upticks in violence and bombing, with insurgents claiming "victory."

But the victory is ours and it's real, as evidenced by enough stability to start auctioning oil deals.

Tumult in Iran, and happiness

ARTICLE: Arab Activists Watch Iran And Wonder: 'Why Not Us?', By Sudarsan Raghavan, Washington Post, June 26, 2009

ARTICLE: Ahmadinejad Demands Apology From Obama, By Thomas Erdbrink and William Branigin, June 26, 2009

Nice combo of articles: Arabs wondering "Why not us?" and Ahmadinejad whining for an apology (truly weak-ass and pathetic: "Ooh! Sorry your public hates you so much!).

Overall, you have to be happy with this tumult. Just when we're so worried about being vulnerable in the region, "all-powerful" Iran suffers this huge bout of weakness (the kind that sticks and grows).

June 28, 2009

Tom around the web

+ Arjun in Kakamega mentioned PNM.
+ Patterns 'R' Us mentioned Tom's take on nukes.
+ The Daily Clarity linked The Good, the Bad, and the Ugly: How Obama's Cairo Rhetoric Could Really Unfold.
+ The Opinionator linked Regarding Obama's increasing "tougher stance".
+ So did Matt Searles (who also embedded the TED talk).
+ Mike Burleson linked A list of reasons why I don't support strategic missile defense.
+ CR6 recommends reading Tom's work to learn more about the future of the army.
+ Techlog linked Why Obama Should Let Iran's 'Red-State' Regime Die on Its Own.
+ So did Internet Anthropologist Think Tank.
+ uberpaige is reading PNM.
+ zenpundit recommended Hong Kong's membership in a larger China: the liberty maintained for now, but the elections still postponed.

+ The weak tug of Tiananmen among China's youth.
+ The Opinionator also linked Trying to catch up on events in Iran -- from China.
+ Armenian Hermit linked The New Rules: Drones and the Re-symmetricized Battlefield.
+ Naval Open Source Intelligence linked Can We Stop a Pirate 9/11?
+ The Opinionator also linked Ahmadinejad aftermath.
+ Naval Open Source Intelligence Seven Reasons Why Obama's Nuke-Free Utopia Won't Work.
+ Parabolic Arc linked How NASA Can Keep Up with Star Trek (and China) in Space.
+ The Image linked How important is the two-state solution?
+ Futures Group mentioned Tom on China.
+ The Penultimate Genius reviewed GP.
+ A Guy in New York linked Down with capitalism! (sort of).

June 29, 2009

The importance of Iranian women protesters

ARTICLE: Role of Women In Iran Protest Kindles Hope, By Sudarsan Raghavan, Washington Post, June 28, 2009

Great stuff to see women in the region view Iranian women as an example of stepping forward into useful protest.

It gets hard to see a Middle East someday transformed for the better without an Iran being part of the process. It's just too important a pillar in the region--both good and bad.

Blame Britain

ARTICLE: Iran Arrests Local British Embassy Employees, By Edward Yeranian, VOA News, 28 June 2009

The usual Iranian BS: when scared, arrest the British and blame everything on them.

Authoritarian regimes really are like children in their predictable fears and threat reactions.

How authoritarian is Iran?

ARTICLE: Understanding Iran: Repression 101, By DAVID E. SANGER, New York Times, June 27, 2009

Which model of authoritarian-shifting/evolving-to-something-else might Iran fit? South Korea? China? Burma? What?

"It's too early to draw any conclusions about which model fits in Iran," said Zbigniew Brzezinski, who was born in Warsaw and had the thankless task, as Jimmy Carter's national security adviser, of trying to establish relations with the leaders of Iran's revolution in 1979. "But in this case, I have to say I'm pessimistic in the short term, and optimistic in the long term."

That pretty well captures the mood of Mr. Obama's advisers.

Good bit from Litwak:

Robert Litwak, the author of "Regime Change," a study of how modern regimes have fallen, said last week: "The truth here is that a soft landing for Iranian society is not a soft landing for the leadership." So far, he observed last week, "the Iranians are not as sufficiently united against the regime as the Poles were in the late '80s." Moreover, the Polish regime was more fragile: Because it was considered a Soviet tool, the opposition could play to nationalist emotions.

But I think he discounts nationalism too easily as a source for change, so long as Obama continues to deny Tehran a preferred enemy.

Tehran and oppression

ARTICLE: In Tehran, a Mood of Melancholy Descends, By NAZILA FATHI, New York Times, June 27, 2009

Wasn't happy to make this prediction (lack of serious legs on the upheaval). It just struck me as so spontaneous as to be too easily crushed.

Now we head into the forced confessions phase, which is pretty typical of authoritarian regimes (old trick for China). But unlike today's China, there doesn't seem to be any gives offered here, which either demoralizes the opposition or angers them into even more committed actions--namely, strikes.

Listen to this bit:

"We used to sell nearly $2,000 a day," said a woman at an Islamic coat shop on Haft-e Tir Square. "But since the election, our sales have dropped to $900 a day." She gave only her first name, Mahtab, citing fear of retribution.

Like many others who spoke, Mahtab said she was depressed by what she had seen since the election. She said that she was not a political person and had not even voted June 12, but that the repression on the streets was "beyond belief."

"I am disgusted, and wish I could leave this country," she said.

She said she had seen a paramilitary officer outside the shop hit a middle-aged woman in the head so hard that blood streamed down the woman's forehead.

When Mahtab and her colleagues tried to leave the shop to go home, she said, the forces began clubbing them while shouting the names of Shiite saints. "They do this under the name of religion," she said. "Which religion allows this?"

Not a good sign for the regime when you alienate those just trying to keep their heads down.

More than one Iranian bomb

OP-ED: Iran's Second Sex, By ROGER COHEN, New York Times, June 26, 2009

Nice piece from Cohen again, underscoring the role of women in the protest movement in Iran.

Women marched in 1979, too. But when the revolution was won, women were pushed out. Their subjugation became a pillar of the Islamic state. One woman told me that she had been 20 when she fought to oust the shah. "It's simple," she said. "We wanted freedom then, and we don't have it now."

In a way it is simple: laws that can force a girl into marriage at 13; discriminatory laws on inheritance; the segregated beaches on the Caspian; the humiliation of arrest for a neck revealed or an ankle-length skirt (a gust of wind might show a forbidden flash of leg); the suffocation that leads one artist I know to raise her hands to her neck.

Basic angry stuff.

More subtly:

I don't want to suggest that Iran is a nation of women thirsting to cast off their chadors. As Saeed Leylaz told me before he was thrown in jail along with most of Iran's reformist brain trust, "Our feet are in traditionalism and our heads in modernism." Zahra Rahnavard, the strong-willed wife of Mir Hussein Moussavi, the opposition leader, troubled as she inspired.

When a friend asked one Ahmadinejad supporter his reasons, the reply was brusque: because "all the whores are with Moussavi." Cultural battle lines of great clarity have been drawn since June 12.

The oft-noted bit about 60% of college students being women. That, my friends, is one ticking social time bomb, of which Iran has so many.

Yet another reason why I choose not to freak out over the Iranian bomb.

The inevitable cap-and-trade on CO2 in America

FRONT PAGE: "House Passes Bill to Address Threat of Climate Change," By JOHN M. BRODER, New York Times, June 27, 2009.

Been waiting on this one since the 2001 economic security exercise I did with Cantor Fitzgerald atop World Trade Center One. Cap-and-trade had worked wonders with SOx and NOx in the early 1990s, and Cantor was selling the notion of similar markets for Asia--hence the game design. The consensus around the table (national security types, intell, executive branch officials, enviro groups, energy companies) was that some sort of restriction would inevitably come and that cap-and-trade would be the likely first attempt.

So here we go . . . . the first time either side of Congress passes a bill.

But I do agree with Gore that it was important to create some momentum on our side heading into the December treaty talks. China takes his all so seriously that, if we were to blow it off, it would come off like another huge global problem that we're purposefully ignoring. I did come away from my Shanghai experience with top Chinese academics convinced they saw global warming and CO2 control as a very big deal and that they were grateful that we now had a president who thought similarly. Doesn't mean China won't negotiate tooth-and-nail. Doesn't mean we won't have to cut them more slack than ourselves, given their still impoverished masses. Just means the conversation has begun for real.

Great overview of the great globalization build-out going on inside China

WORLD: "Rebuilding The Middle Kingdom: To cushion itself against recession, China is investing in one of the most ambitious public-works programs ever seen," by Simon Elegant and Austin Ramzy, Time, 1 June 2009.

Clear proof that Time actually remains a news magazine: Look! An actual story!

Bit of a misdirect on the causality: this build-out long in the planning and making and executing. It was merely sped up in response to the global economic crisis, but it was going to unfold anyway.

Good overview, with the usual stuff sprinkled in about China's "growing assertiveness" that, to me at least, consists mostly of complaining.

Being a woman inside the Gap really sucks, Part (whatever)

FRONT PAGE: "Where Life's Start Is a Deadly Risk: Impoverished Tanzania Struggles to Save Mothers and Babies," by Denise Grady, New York Times, 24 May 2009.

GLOBAL UPDATE: "Giving a Deworming Drug to Girls Could Cut H.I.V. Transmission in Africa," by Donald G. McNeil Jr., New York Times, 26 May 2009.

Pregnancy and childbirth kill half a million women globally every year, with half just in Africa (and you know the vast bulk of the rest happen inside my Gap regions). Most are preventable, so where care exists in sufficient quantity and quality, this has stopped being an issue.

Like the deworming drug issue, the amount of money required to truly upgrade the situation globally is small.

The problem usually is staying power. When it comes in terms of public aid, local capacity tends to remain retarded: you fix something and then release your catch back into the wild to its fate. Thus, the overall impact is weak, despite the do-goodedness behind the act.

The real question, as always, is how to make the provision of basic medical care highly profitable in such environments. Create the profit possibility, and the care will follow. Keep it a matter of hit-or-miss public aid, and the Gap will remain a very deadly place--especially for women.

Pentagon Swaps 'Lesser Includeds' for 'Greater Inclusive'

Back before the Iraq surge, "military operations other than war" -- a now-antiquated term referring to non-traditional warfare -- were treated as "lesser includeds," filed deep under subsections of big-war plans, doctrine, and acquisition strategies. Today, by contrast, the U.S. national security establishment is increasingly embracing what I like to call the "greater inclusive" paradigm, which recognizes our military's rising quotient of such operations, not as some rare exception, but rather as the new rule.

Continue reading Tom's New Rules column for WPR this week.

Tom's on the radio this afternoon

Interview coming up at 3 ET with Mindy Audlin of Unity.FM. The show is called The Leading Edge and here's a little bit about Mindy:

Mindy Audlin is a licensed Unity teacher and the Network Producer for The Unity Radio Network online at www.unity.fm. Formerly the Spiritual Leader of Unity Church of Wimberley in Wimberley, Texas, Mindy has inspired audiences around the world as a speaker, author, and workshop facilitator. A member of the National Speakers Association, Mindy launched her first online radio program in 2001. Now, she brings together some of the most innovative leaders in the Unity Movement and beyond to provide ongoing spiritual support to people of all faiths and religious backgrounds.

Click here to listen in.

Tom on The Leading Edge today

Peace and Politics With Thomas Barnett - stream it, download mp3 or play with iTunes.

Tom's note:

I screwed up in one place, mixing my premillenarianism and postmillenarianism. I forgot that it's counter-intuitive--at least to me. The premillenarian await the apocaplypse/2nd coming, with Christ's appearance kicking it off, while the postmillenarians believe Christ appears at the end of the millennial transformation.

When I think pre-, I naturally think "achieve heaven on earth" and then He appears. And when I think post-, I naturally think, "it can't start until after He appears.

I sort of had the feeling I was getting it backward as I was saying it. I rarely use the construct, in part because I always mix them up!

Take it as another sign of the looming Apocalypse!

I blama myself.

Mindy was fun, though. Enjoyed the hour.

June 30, 2009

The third pole in Iranian politics is the one that interests me

FRONT PAGE: "Iranian Leaders Gaining the Edge Over Protesters," By NAZILA FATHI and MICHAEL SLACKMAN, New York Times, June 27, 2009.

The key bit:

Throughout the crisis, events in Iran have focused on two camps: the opposition, led by Mir Hussein Moussavi, a former prime minister, and the camp surrounding Mr. Ahmadinejad, including the supreme leader, Ayatollah Ali Khamenei, and the military and security agencies. But there is a third group of more pragmatic military and security figures who have competed with Mr. Ahmadinejad but are believed to remain close to Ayatollah Khamenei.

Two of the most influential in that group are the mayor of Tehran, Mohammad Baqer Ghalibaf, a former commander in the Revolutionary Guards, and the speaker of Parliament, Ali Larijani, the nation's former chief nuclear negotiator. Both ran for president four years ago and want to run again, and have at times been sharp critics of Mr. Ahmadinejad's stewardship. Political analysts have described them as loyal to the leader and committed to Islamic government, but eager for a more modern state integrated with the rest of the world.

Ghalibaf (I usually spell Qalibeaf, but who's counting?) is the one who has long interested me, because he's the technocrat, but Larijani is far more important now as speaker of the parliament and arguably the real opposition leader of note going forward (he has voiced plenty of concerns about the election). I see one long and ugly fight between the presidency and the parliament.

The op-ed I've been waiting for regarding gay marriage

OP-ED: "Why I Now Support Gay Marriage," by Tom Suozzi, New York Times, 13 June 2009.

Good piece.

Gist: civil unions just don't cut it (they smack of separate but equal systems), but civil marriages are no threat to religiously sanctioned marriages.

So you allow same-sex civil marriages to give gay couples all the same legal rights as straight ones, but you also allow churches to opt out at their discretion. There are and always will be plenty of civil laws that churches essentially opt-out of--like the right to have an abortion (legal, but not acceptable in the eyes of many churches). The same will always be true for gay marriage. But since the government has always granted non-believers the same marriage rights (civil marriages) as believers, such rights must inevitably be extended to gays.

Only fault I take with piece: I could have used a listing of the deficiencies of civil unions compared to civil marriages.

I think most of this debate occurs in a knowledge vacuum, the predominant question being, "Should we let gays get married just like heterosexuals do?"

I guess I'd like to see the debate framed more popularly as: "These are the rights denied to same-sex civil union participants that would be granted to same-sex civil marriage participants. [List.] Now, when it comes to your siblings or your kids or your good friends, do you think it's correct for America to deny gays those rights, so long as your church would still be able to decide on its own whether or not it wanted to solemnize such marriages according to its spiritual traditions?"

That, I think, would be a fairly easy evolution to pursue politically.

So what is the list?

Clearly Obama's Achilles' heel

UNITED STATES: "The politics of debt: Seeing red; America's debt is Barack Obama's biggest weakness," The Economist, 13 June 2009.

It's the late 1980s and early 1990s all over again.

Remember when we were going to retire America's debt in X years and we debated whether or not that would be a good thing?

Still, no argument that this is once again a preeminent political issue--with good reason.

The first real American ambassador to Iraq

PROFILE: "The Negotiator: Unlike his predecessors, the new U.S. ambassador in Baghdad can't rely on cash and troops to push Washington's interests in Iraq," by Bobby Ghosh, Time, 22 June 2009.

Four-to-five years ago I had dinner with Christopher Hill (set up by a mutual friend), and I will tell you: the guy comes off as completely genuine and sensible and quite smart. He struck me as having the perfect sort of mind for a negotiator: intelligent and flexible but not excessively imaginative; not your "vision guy" but your deal-maker--thus incredibly grounded.

No, he's not a Middle East expert. But I think he's a great choice for Iraq. Lots to negotiate there between them and us, and between them and them and them.

Strategic communications aren't trusted--as a rule

THE WORLD: "Iraqis Aren't Buying It: Media campaign dismissed as U.S. propaganda," by Ernesto Londono, Washington Post, 15-21 June 2009.

A caustic description of Baghdad Now, an Arabic-language newspaper that highlights the usual skill sets the U.S. Government brings to strategic communications.

Other efforts are mentioned, none kindly.

One Iraqi sums up a set of commercials thusly: "These commercials are boring, poor and annoying. Everyone knows they're American--not Iraqi-made."

The undeniable prison state

OPINION: "Inside North Korea's Gulag," by Melanie Kirkpatrick, Wall Street Journal, 16 June 2009.

The usual scary stuff from those rare few who have escaped the political camps.

Nice bit at end:

In the epilogue to "The Aquariums of Pyongyang," his 2000 book about growing up in the infamous Yodok prison camp, Kang Choi-Hwan expresses his anger at the world's indifference to the human-rights abuses in the North. "We're told that this debate would be better left until another day," he writes. "But by then we'll all be dead."

The highest yields on bonds = New Core

NUMBERS: "Where to Find The Highest Yields," by Tara Kalwarski, BusinessWeek, 29 June 2009.

Pakistan leads. Other current leaders are Brazil, Turkey, Hungary, South Africa, Mexico, Peru and India.

Almost nobody pays what they were paying a year ago, with the biggest percentage drops among the Old Core's stalwarts.

AAA = Old Core, BBB- to AA+ = New Core, BB+ and below = Gap

BONDS: "Cashing In On Foreign Debt," by Ben Levisohn and Tara Kalwarski, BusinessWeek, 29 June 2009.

Just an interesting map where Old Core largely has the best bond ratings, New Core roughly the next best, and Gap countries the worst.

June 2, 2009

Feeding the pandemic fears: wide definitions of at-risk populations

NEW YORK: "Talk of 'Underlying Conditions' May Add to Flu Worries," by Anemona Hartocollis, New York Times, 28 May 2009.

The list is long: diabetes, weakened immune system, obesity, lung disease, pregnancy, younger than 2, older than 65.

When you're talking an advanced economy, those are big numbers and significant percentages of the total population.

When such warnings go out, docs feel they're assuring the non-at-risk types, but the warnings often just jack up the fears in those substantial pools.

June 13, 2009

The Chinese web-filter brouhaha

FRONT PAGE: "PC Firms Face China Decree: Beijing Is Set to Require Web Filter That Would Block Government-Censored Sites," by Loretta Chao, Wall Street Journal, 8 June 2009.

TECHNOLOGY: "New China Web-Filtering Rules Still Murky: Researchers Caution 'Green Dam' Censorship Could Extend Beyond Pornographic Sites," by Geoffrey A. Fowler and Ben Worthen, Wall Street Journal, 9 June 2009.

WORLD NEWS: "China Reacts To Criticism Of Web Filter," by Loretta Chao, Wall Street Journal, 11 June 2009.

WORLD NEWS: "Tests Show Political Side of China Web Filter," by Loretta Chao, Wall Street Journal, 12 June 2009.

EDITORIAL: "China's Computer Folly," New York Times, 12 June 2009.

Interesting to talk to Chinese scholars about this during my recent Shanghai trip. Nobody seemed to think it was going to work very seriously long term.

The basic description:

China plans to require that all personal computers sold in the country as of July 1 be shipped with software that blocks access to certain Web sites, a move that could give government censors unprecedented control over how Chinese users access the Internet.

Although not yet officially announced to the public, everybody I met seemed aware of it. The effort is allegedly designed solely to protect young Chinese from pornography--a very clever rationale.

The software doesn't have to be pre-installed. It can be sent along with the PC on a disk, giving users the choice to install. Hmm.

If installed, IT experts outside of China, having examined the software, say it could transmit personal info, screw up PCs, and expose them to easier hacking.

Nice.

The software is called "Green Dam-Youth Escort," and is likened by the government to parental controls on cable TV. The creator company says it is designed for parents to block certain sites.

Details:

The software works similarly to models long used by companies that sell security and parental-control software. Such programs come with a "black list" of Web sites that have previously been categorized as pornographic, violent, or containing hate speech, as well as words or combinations of words that appear on such sites.

Company founder says that the software could be used to block other content, but that the company has no reason to do so. The company, Jinhui Computer System Engineering, is a contractor to the Ministry of Industry and Information Technology.

The Berkman Center at Harvard has tested the software and says that it does what it is designed to do, but that the list of blacked-out sites could be expanded by the company through updates delivered directly to the computer while online.

The list can also be expanded or decreased by users with password, sysadmin control, which logically isn't extended to kids, except by parents whose kids are smarter than they are about computers--a tiny minority at best.

The Chinese ministry in charge says users will have a choice whether to install or not, and that it won't be used to collect personal data, like every company in the U.S. does (nah, I can't see China's government stooping to such behavior).

Meanwhile, the "backlash in China has broadened from the initial outburst on online forums." China Youth Daily has already panned the idea. Damn kids.

Further testing by Berkman (12 June WSJ Chao piece) is said to show that the Green Dam data files "have a broad range of political content." Do tell. Naturally, your 6 better not be followed by a "-4." The software also appears to communicate with a centralized server.

Other tests at U Michigan say the software is perfect for rendering PCs as zombies.

The NYT, like me, remains unimpressed by the effort. The decision is described as "particularly self-destructive and foolish" WRT China's economic future, especially since it's not clear the software will work and not end up crashing a lot of computers. The PRC's government, the NYT points out, has already fielded a ton of recent accusations of incompetency.

June 19, 2009

Obama not wrong on North Korea

ARTICLE: Obama lights North Korea's fuse, By Donald Kirk, Asia Times Online, Jun 18, 2009

Silly piece that I couldn't disagree with more.

Obama is dead right on this one. Well done.

(Thanks: Craig Nordin)

June 24, 2009

Aloha Maginot!

FRONT PAGE: "U.S. Fortifies Hawaii to Meet Threat From Korea," by Yochi J. Dreazen, Wall Street Journal, 19 June 2009.

We're moving ground-to-air missile systems to Hawaii.

Please. As if North Korea's crappy missiles could hit something that small in the middle of the Pacific.

I'd rather see us park such stuff right off Nork's coast and blow up the next missile test early in the flight.

The good news is that the stuff we're moving into Hawaii is capable of doing that, according to this report.

Obama should keep turning these specific screws, hitting them where it counts.

June 20, 2009

The Green Dam is "repaired"

INTERNATIONAL: "China Orders Fixes in Censoring Software," by Edward Wong, New York Times, 16 June 2009.

I'm sure that will end the controversy . . .

June 3, 2009

Short term depressing, but long term positive in Iran

ARTICLE: Facebook block ahead of Iran vote hampers youth , By ALI AKBAR DAREINI, AP, May 24, 2009

Fascinating story.

Uplifting because of the promise revealed, but depressing in the sense that the government--and especially Ahmadinejad--realizes how vulnerable they are, and so they act pre-emptively.

Still, old story holds: authoritarians can win only by disconnecting and isolating; and revolutions are screwed once they lose the young.

Another glimpse of the basic dynamic in the Iranian election

INTERNATIONAL: "Big Crowd for Moderate Reflects Serious Challenge to Iran's Leader," by Nazila Fathi, New York Times, 26 May 2009.

Another piece to puzzle I have described before: urbanites + students + minorities = Ahmadinejad loss, or rural poor prove enough (again) against split opposition to keep Ahmadinejad in office.

The good news: you must win a clear majority, otherwise a run-off. There is where my optimism (not great, but there) resides.

D'oh! Another clue as to why Iran counts!

INTERNATIONAL: "Iran Hosts Regional Summit Meeting: Sign of Clout as President Meets With Afghan and Pakistani Leaders," by Michael Slackman, New York Times, 25 May 2009.

I know, I know, the only thing that matters is Tehran getting the bomb so it can hand it immediately to Hamas so it can attack Israel and Israel can launch a massive retaliation against Iranian cities.

Sometimes, though, the bigger picture intrudes.

Good prez campaign photo-op too.

Kim's youngest son = heir

ARTICLE: North Korea's Kim Jong Il Chooses Youngest Son as Heir, By Blaine Harden, Washington Post, June 3, 2009

Proof finally of what had been rumored for about five months now: Idiot Son #3 is it.

June 9, 2009

Look to the Iranian people for peace

COMMENTARY: Iranians Favor Peace Deal with U.S., By Amjad Atallah, New America Foundation, with Ken Ballen, President, Terror Free Tomorrow: the Center for Public Opinion, CNN.com, June 8, 2009

The logic is there. We'll see what opportunities emerge with an Obama team that-- for the first time in decades--is actually thinking strategically across the region as a whole.

June 16, 2009

Twitter facilitates revolution

POST: Down Time Rescheduled, Twitter Blog, June 15, 2009

Nice move by Twitter. Very politically responsible.

June 23, 2009

Iran's reactions

ARTICLE: Iran starts airforce manoeuvres in Gulf, Reuters, Jun 22, 2009

Would seem to replicate recent Israeli military exercises, suggesting the threat of tit-for-tat.

(Thanks: Michael S. Smith II)

June 24, 2009

Another Cohen-Blitzer exchange yesterday

Noting how Ahmadinejad blew it by tossing names at those Iranians who did not vote for him.

Also noting his incredibly low profile since.

Also noting how Speaker of the Parliament Larijani is hedging his bets in public statements, acting a whole lot more presidential than Ahmadinejad himself.

Again, all-around great stuff.

Roger Cohen has written many great op-eds on Iran in recent weeks.

About June 2009

This page contains all entries posted to Thomas P.M. Barnett :: Weblog in June 2009. They are listed from oldest to newest.

May 2009 is the previous archive.

July 2009 is the next archive.

Many more can be found on the main index page or by looking through the archives.