Tag Archives: Russia

Sleepwalking into WWI, and WWIII

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A remarkable book by Christopher Clark on WWI posits that WWI was an accident, entered into, by sleepwalk. That is, it was not brought on by the elaborate plan of an evil aggressor, Germany or Britain, acting for dominance or economic gain, but rather that many individuals precipitated the deadly conflict through a series of ever-more dangerous, unplanned steps. The great diplomats went on vacation following the June 28, 1914 assassination, and each minor actor felt a need to push for a previous status quo, emboldened by the certainty that nothing bad would happen, since none of the last acts had caused any serious harm, at least not to them. There was, in Clark’s view, a general numbness caused by earlier wars: in China and Russia, in Serbia and Albania, and by Italy’s invasion of Africa, and the fact that there had not been a major, deadly conflict since the Crimean war. In this environment, one nation shoving another was seen as normal conflict until a war broke out that killed millions and toppled four empires: the Russian, Austrian, German, and Ottoman.

Princip shoots Count Ferdinand, June 28, 914. Getty Immage.

Clark points out, too that the Serbs, the folks who started the war, benefited from it. They escaped from imperial control by Austria and from The Ottoman Empire. Self determination was the motivation for the assassination, and it worked too, for the Czechs, Croats, Poles, and communists. In just a few years, the former group got their own countries, and the communists took Russia, something that no one saw coming in June, 1914.

The key sleep-walk steps to war were as follows: In response to the assassination, and a decade of earlier insults, Austria-Hungary, demanded harsh cocessions from Serbia that Serbia found unacceptable. Austria Hungary, backed by Germany and Italy, declared war on Serbia. Russia then mobilized its troops for war with Germany, so Germany declared war on Russia. France, an ally of Russia, then mobilized for war with Germany, so on August 2 – 3, Germany declared war on France and invaded Luxembourg and Belgium. Why Luxembourg and Belgium — because they would not allow free transport of German troupes to attack France. This forced Great Britain to declare war on Germany, which, finally, on August 6, brought Austria-Hungary to declared war on Russia, and effectively on the rest of the Allies. Over the next few years, we (the US) were dragged in along with Japan, on our side.

What a mess, but I fear we may be sleepwalking to the same, grim altercation via our wars in Ukraine and Syria. As at the beginning of WWI, there are two big power alliances: NATO including The US and most of Europe, versus a BRICS alliance of Brazil, Russia, India, Iran, China, and South Africa, along with a few minor others. The alliances are now three years into a proxy war in Ukraine, and another one in Syria. So far the declared combatants are Russia vs Ukraine, and Turkey vs Syria, but both sides keeps harassing the other at a higher and higher pace. So far, the sleep-walk steps were that Russia invaded Crimea, in response to some insult, and then attempted to take Kiev. The NATO alliance responded provided limited weapons to Ukraine. But, as these proved insufficient, we (NATO) provided greater and more deadly weapons, plus some volunteer troops. Meanwhile Russia’s BRICS allies are selling drones and missiles into the conflict in return for Russian gold, wheat, and raw materials. One of us, perhaps Ukraine, then cut the RussianGerman gas pipeline, while China seems to have cut important communications cables in the Baltic Sea.

North Korea began sending troops, 12,000 apparently, to fight on the Russian side, while Biden has sent long-range missiles to be used for strikes deep into Russian territory, on logistic centers, train depots, food stores, airports, etc. Putin has threatened a nuclear response, but has done nothing so far beyond sending a few long range, hypersonic missiles against civilian targets and against Ukraine’s power grid. He’s lost some 600,000 Russians, and has lost control of Syria and Armenia, so he has reason to be upset. Ukraine has lost some 400,000, and is still losing territory, but is still demanding total victory, the removal of all Russian forces, including those in Crimea.

The fight has spread to Syria, where the US, Israel, and Turkey have bombed in recent days, something I would call an act of offensive war against a sovereign unstable government. It’s not totally unprevoked, of course. Syria and Iran had been attacking Israel for years from Lebanon, by way of Hezbollah jihadists. Recently Israel took out a major fraction of Hezbollah, and the jihadists (Sunni) seems to have gone back to Syria, and have removed Assad, Syria’s Shia president for life, with help from Turkey, another Sunni Moslem country. This too is an act of war. Assad retains a sliver on the coast where the Russian bases are, the red areas in the map below, but he isn’t popular with anyone at the moment. The rebel leader, Abu Mohammed al Jolani, was a member of Al Quada till 2006, and then member of ISIS (ISIL) under Abu Baghdadi till 2016 at least. He’s still on our terrorist list, though he now claims to be a progressive Moslem. Not everyone is convinced, or happy with him. Syria is divided into seven (or more) control zones, shown on the map below. He could bring peace to Syria, but his path to peace is clearly further war.

On the legal and PR front, we’ve called Russian president Putin a madman and war criminal, we support Turkey’s efforts to overthrow Assad, but complain about his attacks on the Kurds, the yellow areas, and dark green at right, and we both applaud and condemn Israeli President Netanyahu for attacking Syria in the south, and in the red sliver, destroying Syria’s navy. Meanwhile, we (the US) have taken it upon ourselves to attack ISIS (ISIL) camps in central Syria, the grey areas, as well as attacking troops (Iranian Shia) entering from Iraq. By normal definition, this would put us at war with Syria, and perhaps with Turkey since we support the Kurds in their war against Turks.

Recently we’ve decided that the rebel leader, al Jolani, might be taken off the terrorist list subject to a few conditions (I wonder which). We (Biden, Shumer) along with the International Criminal Court have called for the arrest and imprisonment of Israel’s PM Netanyahu. The Turks too have join in on this, while somewhat cheering Israel’s destruction of Assad’s navy. The Druze, allies of Israel (and us?) seem to be at war with al Jolani, and likely the Turks and Iran. They’re in south-east Syria, near Deraa, not shown by a color on the map. Meanwhile, Russia is trying to make peace with al Jolani, to secure their military bases, while Iran (Shia) has reached out to al Jolani (Sunni) in an effort to join with him in a war against Israel. It’s not quite tipped into world war, but it seems awfully close.

One possible peace maker might be the incoming US president, Trump, but the outgoing president, Biden, has done his best to tie his hands, branding him as a felon and seditionist, as well as claiming he’s a Russian asset. European leaders don’t like him either. France’s Macron might a peacemaker, but Macron’s government has fallen. The Germans or Turks might be peacemakers, but the government of Germany has nearly fallen, the economy of Germany is hurting, and Turkey is a combatant, at war with the Kurds and Druze. Iran, and Russia, though not combatants, are directly involved in the fighting, and both countries are under sanction by the US and EU, and the UN is discredited from it’s years helping Hezbolla. I thus see no clear path to peace and no peacemaker who will dial back the drama before we sleep-march into WWIII.

Robert Buxbaum, December 11, 2024

Half of Americans want to be kept from voting Trump

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Both Trump and Biden are unpopular. Academics and the press favor Biden, and find it inconceivable that anyone would like Trump but polls show him leading in the country as a whole, and leading in key swing states, Arizona, Georgia, Michigan, etc. Some 15.1% more Americans have an unfavorable view of Biden than a favorable view.

Biden’s problems include his age, the border crisis, and the economy. People say they find that essentials are expensive, while luxuries are cheap, and that Biden seems out of touch, perhaps that he favors the rich (the Democratic Party is increasingly the party of billionaires). Then there are religious objections, including to diversity, or gender-affirming child surgery, or abortion till birth and doctor-assisted suicide.

Trump leads in the polls, pointing to misuse of the Justice Department including Republican civil servants fired over phony mask mandates, the many illegal immigrants, the EV agenda, even Trump’s impeachment hearings that began as soon as he was elected, based on a made up “Russian collision” dossier. There’s a claim from Twitter, that the Biden’s DOJ demanded Twitter favor Biden, and then demanded that Trump be “deplatformed”, completely silenced before the election.

The Democrats fire back that Trump is ineligible to be president as he is a seditionist — citing an anti-confederate clause of the 14th amendment. They have so far, removed him from the ballot in two battleground states, Colorado and Maine, and are looking at removing him from the ballot in several others. These moves are surprisingly popular, supported by 49% of voters, despite the fact that Trump leads in the polls.

In New York, the district attorney ran on the platform that he would “get Trump,” that is put him in prison for something, and thus stop his presidential bid. NY has already pulled Trump’s business license and has indicted Trump on 48 felony counts based on the assertion that he paid a prostitute and called it legal fees on his internal books. They also claim he over-valued his buildings. No one has ever been charged or convicted on such crimes before this, but it seems certain he will be found guilty in NY. Either way, it’s is a big drain on Trump’s time and money, and the case allows the judge to command Trump not speak. Meanwhile, the ex-prosecutor has an open mike to claim he heads a crime family, now that he’s handed the case over to another DA. The judge has threatened to jail Trump for saying the charges are bogus and the treatment unfair.

In Colorado, the decision the case is stronger – sedition. They decision to remove Trump’s name from the ballot was made by a 5 to 4 vote in the Democrat-majority Supreme Court. In Maine the Secretary of State removed his name, acting alone. The claim is that what happened January 7 was not a protest, but an insurrection, and that Trump is guilty for it, along with many others who didn’t participate. Further they maintain that it is a false narrative that it was the FBI who entered the capital, fanning the flames as a sting operation against Trump. Similarly false is any claim that the Democrats skewed the election by stuffing the ballot box or overruling laws that required voter ID. That Trump says otherwise shows that Trump is a danger to democracy, they say. They find extremely offense that he calls them the “Department of Injustice.”

According to a January 16, 2024 Ispos, ABC poll, here nearly every voter who favors Biden favors removing Trim from the ballot. Most do not require that Trump be convicted. Not that it’s unlikely that Trump will be convicted of something. In NY it’s likely to be for paying a prostitute and for saying his buildings are worth more than the DA thinks they are. In Georgia, the DA took the unusual step of indicting Trump’s lawyers and his witnesses too. She thus prevents anyone who could testify for Trump from doing so. The Georgia DA seems to have done some other illegal things, but it seems certain that she’ll win her case, even if she goes to jail in the process. Several other battle-ground states’ DAs have said thay will remove Trump from the ballot, or try. Among these are Michigan, Arizona, and Georgia — states where Trump is the leading candidate.

Behi d the effort to remove Trump, guiltier not, is a generally low opinion of the legal system. Polls show that 53% of America believes that judges decide based on their politics, not on law. If Trump is found guilty, they believe it’s politics. If he’s found innocent, tit’s also politics, according to the majority of Americans. Given that folks are convinced the judges are crooked, they want to make sure that their crooked judges are the ones to stay in power, and those with other views are kept from office. It’s a tribal view of justice, not uncommon in 3rd world countries. Man for all seasons is a classic movie/ play about it.

In Russia and China the same tribal view of justice prevails, and the same story is playing out. Putin is running for president in 2024, and has take the precaution to jail his opposition as seditionist. Chinese chairman Xi has not only jailed his opposition, but also most major business leaders. The people in these countries don’t seem to mind, and seem genuinely supportive. The press there, as here, can’t understand why anyone would support anyone but the boss, and have warned against false news in an eerily unified voice.

Efforts are underway to keep Trump off the ballot in these states where he is winning, plus Wisconsin and Minnesota, states where he’s tied or losing by a small margin. A majority people don’t want him or Biden, so removal is popular.

Robert Buxbaum, Jan 31, 2024. To me, the removal of Trump from the ballot is related to the desire for term limits, and for our support, in Ukraine for the elimination of upcoming elections. Folks like democracy, in theory, but need to make sure the wrong person doesn’t win. It’s a paradox.

The Ukraine war could go for years. Don’t make a famine.

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Russia is a collapsing, corrupt state with no meaningful elections. It is also the biggest exporter of food, fertilizer, gas, and oil. Nearly 2 years ago, it invaded Ukraine, another collapsing, corrupt, food-exporting state with suspended elections.

Both countries are in the midst of demographic collapse, with Ukraine worse off. Ukraine was invaded though, and thus has the better claim to our support. Then again Russia has atomic bombs. It’s also the largest exporter of wheat (or was), while Ukraine is only the 5th largest (or was before the war). The other three big exporters are the US, Canada, and France. They have benefitted financially, but don’t have near enough output to make up for lost Russian and Ukrainian production.

Ukraine’s grain terminals in flames, Odessa..

Food and energy prices have gone up, world wide, and will probably continue to rise as the war stretches on. This could lead to a global famine and mass starvation, particularly in the poorest areas of Africa, the Mid East, and India. Unfortunately, the war is popular and patriotic, in Europe, Russia, Ukraine, and the US. It’s good business for our armaments industry, and for our recent mega-farmers (like Bill Gates). Also, for our political and spy class. They spend with little government oversight, and just recently misplaced $16 billion. Surely some of that lost money snuck back to the CIA and our politicians’ pockets. We’d have oversight, but “there’s a war on.”

As wars go, the death toll is low, a total of 354,000 dead and injured on both sides, as revealed by recently leaked documents. This is a small fraction of the countries population. Russia has lost 223,000 soldiers killed or wounded, 0.2% of the population, while the Ukrainians had lost 131,000. That’s 0.3%, many of them civilians. The death rate in the two countries during this time was 3.1 million people, 1.8% of the total, mostly from heart disease, accidents, and alcoholism.

The Ukrainian population. Lots of retirees, few kids, very few of military age. This is a disaster, not a country.

Even more destructive to Russia and Ukraine is the demographic collapse. The fertility rate in Russia is 1.5 child per woman, up fro 1.2 in 2000. For a stable population at low infant death, you need about 2.1 children per woman. Russia has had this low rate for a generation, at least 30 years. The net result is that we can expect that Russia’s population will drop by a third or so over the next generation, about 50 million. In Ukraine the fertility rate is even lower, 1.21 per woman, up from 1.1. It’s been this way for 30 years, the equivalent of killing off 1/2 of the population. Aside from leaving the countries full of old people, with no one to do the work, the demographic collapse is producing a cultural shift that virtually guarantees the breakup of Ukraine and the Russian federation. Europe also has this problem, but they have immigration, and that helps a little. Russia has no immigration, and recently resorted to kidnapping Ukrainian children.

The loss of Russian and Ukrainian exports means famine for the poor importers and food inflation for all.

The coming food and energy shortage is likely to lead to mass migration, I expect. Europe has stopped taking delivery of Russian food and energy, in solidarity with Ukraine. Meanwhile Russia has been destroying Ukrainian fields and food infrastructure. Russia ruined a dam last month, flooding Ukraine’s fields, and yesterday destroyed the grain terminals at the port of Odessa,. This was tit-for-tat since Ukraine destroyed a key bridge, and Crimea’s irrigation canal. What’s more, evidence suggests that Ukraine blew up the Nord Stream pipeline — a key source of finance for Russia and Germany. This sort of tit-for-tat escalated to WWI, fueled by a belief, on both sides, that they would win “decisively and quickly.”

The result of WWI is that Germany was the biggest loser, losing men and land, and suffering a killing famine in 1916. It militarized to prevent it happening again, leading to WWII. Germany is the biggest loser of this war, I’d say, aside from Ukraine. I fear it will militarize. Russia invaded Ukraine but claims a need to militarize. Biden’s promise that Ukraine’s will join NATO is a threat to Russia, as is our delivery of F16s, missiles and cluster bombs. We are killing Russians, and Putin doesn’t like it. Add to this, that Ukraine’s claim for independence rests mostly on its Nazi collaboration. For the good of everyone, maybe we can stop adding gasoline to this fire.

Ukraine deserves our support, I think, but that support need not go beyond small-ish arms, energy deliveries, and tariffs on Russian goods. I think we should Ukraine and Russia export food and energy. Even without WWIII, a world famine and a military Germany does no one any good.

Robert Buxbaum, July 20, 2023. When I was a teen, it was a given that war was bad. Now, for some reason, the kids are in for war, especially the more liberal classes. I find this absolutely bizarre.

Disney was a narcissist, like Trump, Putin, Musk, and Martin Luther King. It’s not a disease.

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Among TV psychiatrists, the universal opinion of Trump, Putin, and Musk, that these individuals are narcissists, a psychological disease related to “toxic masculinity.” Musk, for his part claims the excuse of Asperger’s disease, high-functioning Autism. I half agree with the Narcissist diagnosis, and I’m confused by the Asperger’s claim because I don’t believe these folks are diseased. My sense is they have a leadership personality trait, common in all visionary leaders including Disney, Martin Luther King, and Genghis Khan. I’ve argued that it is important for a president to be a narcissist, and have explained Trump’s vision, “Make America great again” as independence.

Psychological narcissism, short for Narcissistic Personality Disorder, is a disease when it hurts the narcissists life. It is defined as a pattern of exaggerated feelings of self-importance, along with an excessive need for admiration. If it just annoys people it/s a disease, but it’s found among leaders, suggesting it’s not all bad. To get you to follow them, leaders present themselves as mini-messiahs, and try to get you to see them that way. They have a plan, a vision. If it’s successful, they’re visionaries. They fight to bring the vision into reality, which is very annoying to anyone who doesn’t see it or want it. But that’s leadership. Without it nothing big gets done.

Disney’s vision. Not everyone was pleased; quite a few considered him a tyrant.

For the narcissist to succeed, he or she must sell the vision, and his ability to get it done. The plan to get there is often vague and unattractive. These details are shared with only a few. You must see the leader there and yourself too, if you’re to fight for it. Disney was particularly visual, see photo. He got folks to buy into a building a magical kingdom with a private police force, where everyone is happy and cartoon characters glide among the paying visitors.

The majority of those who run into a narcissist reject both the vision and the narcissist. They fear any change, and fear that the success of the visionary will diminish them. For that reason, they run to no-bodies. But some see it, and follow, others throw stones. Disney got state officials to exempt him from state laws, and extend normal copyrights. Others smirked, and worked to stop him, but with less energy: it’s hard to be enthusiastic about no Disneyland. The conflict between doers and the smirkers is the subject of several Ayn Rand books, including The Fountainhead and Atlas Shrugged. She calls the opposing smirkers, “parasites”, “looters”, “moochers,” and my favorite: “do gooders.” It’s for the common good that the narcissist should fail, they claim.

Often these opponents have good reasons to oppose. The Ayatollah Khomeini had a vision similar to Disney: an Islamic Republic in Iran where everyone is happy being a devout Muslim of his stripe. The opponents feared, correctly, that everyone who was not happy would be flogged, hanged, or beheaded. I think it’s legitimate to not want to be forced to be devout. Similarly, with Genghis Khan, or Vladimir Putin. Putin compares himself to Peter the Great who expanded Russia and conquered Crimea. The opponents have legitimate fears of WWII and claim that Ukrainian independence is semi legit. Regarding Musk’s plans to colonize Mars, I note that Neil Armstrong and Gene Cernan have come out against it. There is no right or wrong here, but I have a soft spot for the visionaries, and a suspicion of the “smirkers” and “do gooders.”

Genghis Khan. He saw himself as a world changer. Some followed, some didn’t. Those who followed didn’t think he was crazy.

The smirkers and do-gooders include the most respectable people of today. They are thought leaders, who lose status if someone else exceeds them. They are surprised and offended by Martin Luther King’s dream, and Musk’s, Khomeini’s, Trump’s, and Lenin’s. Trump became president against formidable odds, and the smirkers said it was a fluke, he then lost, and they claimed it showed they were right. He may get a second term, though, and Musk may yet build a community on Mars. To the extent that the visionary succeeds, the smirkers claim it was easy; that they could have done the same, but faster and better. They then laud some fellow smirker, and point out aspects of the vision that failed. In any case, while the narcissist is definitely abnormal, it’s not a disease, IMHO. It’s what makes the world go round.

Robert Buxbaum, June 7, 2023

Germany is the biggest loser in a long Ukraine war

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Early in the Ukraine War with Russia, Poland sent 200 T-72 battle tanks to Ukraine. Most other NATO members joined in, sending tanks, missiles, guns, supplies and technology. Germany sent nothing and have continued to avoid helping Ukraine as much as possible while the war dragged on for a year. Germany seems to have hoped for a quick Russian victory leading to a quick return to the pre-war, state of affairs. That’s not likely. Even early on, the war looked like a slow, long slog. Reluctantly, this month, Germany promised to send 18 Leopard tanks to Ukraine, requesting as replacements, mothballed tanks from Switzerland.

Germany is currently the 4th largest economy in the world, just behind Japan, and ahead of India (for now). They also have the 3rd oldest population. Their place as the leading economic and political power in Europe rests on a close relationship with Russia that is fading, bringing Russian goods west and manufacturing with them. Before the war, Germany imported most of its oil and 65% of its natural gas from Russia. Much of the gas came via two direct pipelines, Nord Stream, that bypassed the rest of Europe. Well into the war, while the rest of Europe disengaged, Germany is still buying from Russia and funneling it west: steel, aluminum, titanium, ammonia and platinum. Germany is still buying some Russian natural gas by way of Poland. The German economy is based on turning these materials into cars, high tech machines, and chemicals for export to the US, the EU, and China. Despite the very old population, Germany counts on cheap labor from low wage EU nations. These transient, long term. workers do not get citizenship or retirement benefits. The current war has presented Germany with more potential workers, Ukrainian refugees, but far fewer Russian supplies. The German economy is shrinking, and so far, the Ukrainian refugees have been mostly left unemployed.

Ex German Chancellor, Gerhard Schroeder, with Putin. He’s now head of Nordstream and Rosneft.

German industrial production is down by about 4% this year leaving its GPD at about $4T/year, about where it was in 2018. The US economy and the rest of Europe has grown. For an explanation, consider Germany’s ex-chancellor, Gerhard Schroeder, shown at left with Putin. Schroder remains a leader in the ruling SDP party, the party of Ms Merkel and of the current chancellor. He is also the chairman of the board for Nord Stream AG and of Rosneft, (Russian aerospace). He also sits on the board for Gasprom (Russia’s energy conglomerate), Rothschild, a prominent International bank, and is chairman of the board of the Hannover 96 football club. He is symbolic of Germany’s attachment to Putin and Russia. But the rest of the EU, along with the rest of the developed world, has come to hate Putin and Russia (they’re not too fond of Rothchild either). Europe is unlikely to tolerate Germany’s Russian imports, including titanium (65% of Airbus titanium comes from Russia) or natural gas. Germany has asked for a titanium exception (and been denied). What’s more, three of the four Nord Stream pipelines have been blown up (by whom?) leaving Germany to buy natural gas from its NATO allies: Norway, Britain, France Holland, and the US. Gas purchases are expensive for Germany while helping its NATO neighbors — Germany has asked to be subsidized for energy too (unlikely, imho). It has also restarted old coal-burning power plants, an insult to the EU given how hard Germany pushed them on climate change.

Germany is now near recession. Much of Europe is close, but Germany is worse-off since they are buying from the rest.

Percent of population over 65, CIA Factbook.

Much of the EU can sell gas and food to Germany, and Russia can export to China, India, and Iran. German inflation averaged 8.5% last year (9.2% in January). That is not hyperinflation, but a shock for a country that’s averaged 1% inflation over the last 25 years. US inflation, by comparison was 7.5% last year — due to excess spending by the Democrats (imho), the so- called “inflation reduction act,” but at least the US economy grew, along with the US population. It seems to me that, without Russian supplies, Germany will continue to slip versus the world and versus the EU.

Excess mortality for European countries has been very high for the last 6 months, especially in Germany. Death rates are up by 25% or so. Much of it is heart-related. Perhaps it’s COVID, or long COVID, or air pollution, or vaccines, or depression.

The German population is dying too. They too among the highest percent population over 65, see map. The death rate has spiked 25% over the last 6 months, too. Europe and much of the EU saw similar spikes earlier in the pandemic, partially from COVID, the rest is alcoholism, drugs, the vaccine, pollution, or a psycho-somatic response to isolation and the war. Sweden has largely avoided these problems so far.

Germany has been propping up its inefficient industries with low cost loans. The idea, presumably, is that things will go back to normal soon, and the companies will make good. So far, the war goes on, and the loans discourage competition and modernization. It becomes ever more likely that these inefficient German companies will default. If so, they could take down their lenders as happened in Japan in the 90s, and as happened to Lehman Bros. in the US. The same seems likely for China.

It becomes ever more likely that these inefficient German companies will default.

Even if the war ended tomorrow, it’s not clear that Germany could go back to its pre-war status. The blown Nord Stream pipelines will need a year or more to repair. And may never restart, as sanctions might remain long after the fighting ends, as with Cuba or North Korea. Russia seems to have recognized this possibility, and has begun sending titanium, gas, and oil elsewhere, mostly to Iran, India, and China. Iran has become a major customer of Russian aluminum, and food, and is a major supplier of drones and consumer goods to Russia. In the last two years, the Iranian GDP has doubled to about $2T/year. It is now nearly half the size of Germany’s GDP and growing while Germany shrinks.

Russia’s trade with India and China has grown too. They are working to improve the Trans-Iranian railroad that would allow easy shipments from Russia to India and China via the port of Tehran. The first direct shipment of this sort was completed in July 2022– Caspian Sea containers to an Iranian train to ship to India and China. If the war goes on, Iran, India, and China will benefit at the expense of Germany, it seems. India, in particular. India’s economy is already approaching the size of Germany’s, and will probably pass it with the help of Russia’s energy and raw materials. Meanwhile, Germany is left with an aging population and aging industries; with few suppliers, and no obvious competitive advantages. Europe is almost as badly positioned, but they can still sell to Germany. As for Ukraine, it seems to be doing well, despite the war — or because of it. They still grow and export food and energy, and they are holding their own in the war, for now. There is destruction in the east, but Ukraine might come out stronger, as happened with South Korea and Vietnam. Russia too seems to have found new customers and might come out OK. It is hard to see how Germany comes out well. This, at least, is how I see things today.

Robert Buxbaum, March 8, 2023.

Birth dearth in China => collapse? war?

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China passed us in life-expectancy in 2022, and also in fertility, going the other way. In China lifespan at birth increased to 77.3 years. In the US it dropped an additional 0.9 years, to 76.8. US lifespans suffered from continuing COVID and an increase in accidents, heart disease, suicide, drugs, and alcohol abuse. Black men were hit particularly hard, so that today, a black man in the US has the same life expectancy as he would in Rwanda. China seems to have avoided this, but should expect problems due to declining fertility and birth rates.

China passed us in life expectancy in 2022.

Fertility rates will eventually burden the US too, as US fertility is only slightly greater than in China, 1.78 children per woman, lifetime, compared to 1.702 in China. But China has far fewer people of childbearing ages, relatively, and only 47% are women. Three decades of one child policy resulted in few young adults and a tendency to abort girls. Currently, the birthrate in China is barely more than half ours: 6.77 per 1000, compared to 12.01 per 1000. And the proportion of the aged keeps rising. China will soon face a severe shortage of care-givers, and an excess of housing.

Years of low birthrate preceded the “Lost decades” of financial crisis in Japan and the USSR. Between 1990 and 2011, business stagnated and house prices dropped. China faces the same; few workers and more need for care: it’s not a good recipe.

Beginning about 1991, Japan saw a major financial collapse with banks failing, and home values falling. China seems over-due.

Few children also signals a psychic lack of confidence in the country, and suggests that, going forward, there will be a lack of something to work for. Already Chinese citizens don’t trust the state to allow them to raise healthy children. They have stopped getting married, especially in the cities, and look more to have fun.

Affluent women claim they can’t find a good man to marry: one who’s manly, who will love them, and who will reliably raise their standard of life. Women seem less picky in China’s rural areas, or perhaps they find better men there. However it goes, urban women get married late and have few children, both in China and here. China produces great, sappy, soap operas though: a country girl or secretary in a high-power job meets a manly, urban manager who lovers her intensely. A fine example is “The Eternal Love” (watch it here). It involves time travel, and a noble romance from the past. Japan produced similar fiction before the crisis. And a crisis seems to be coming.

While Japan and Korea responded quietly to crisis and “the lost decades,” allowing banks to fail and home values to fall, Russia’s response was more violent. It went to war with Chechnya, then with Belarus and Ukraine, and now with NATO. I fear that China will go to war too — with Taiwan, Japan, and the US. It’s a scary thought; China is a much tougher enemy than Russia. There is already trouble brewing over new islands that they are building.

Robert Buxbaum January 25, 2023. If you want to see a Korean soap opera on the Secretary – manager theme, watch: “What’s wrong with Secretary Kim”. (I credit my wife with the research here.) I suspect that Americans too would like sappy shows like this.

Biden stops fracking and gas prices go up 300% — Surprise!

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Natural gas prices for June 2022 as of May 6, 2022.

Natural gas prices have quadrupled in the last 17 months. It’s gone from $2.07 per million BTU in mid January 2021 when Joe Biden took office, to nearly $9 today. It’s a huge increase in the cost to heat your home, and adds to the cost of any manufactured product you buy. Gasoline prices have risen too, going from $2/gallon when Biden took office to about $4.40 today. Biden blames the war with Russia, but the rise began almost as soon as he took office, and it far outstrips the rise in the price of wheat shown below (wheat is grown in Ukraine — it’s their major export). The likely cause is Biden’s moratorium on fracking, including his decision to stop permitting oil exploration and drilling on federal land. In recent weeks Biden has walked back some of this, to the consternation of the environmentalists. On April 15, 2022, the Interior Department announced this significant change including its first onshore lease sale since the moratorium.

Biden also cancelled the Keystone XL oil pipeline that would have brought tar-sands oil from Canada and North Dakota to Texas for refining. Blocking the pipeline helped increase gas prices here and helped cause a recession in Alberta and North Dakota. The protesters who claimed to speak for the natives are not affected.

Another issue fueling price increases is that Biden is printing money. Bidenflation is running at 8%/year. It’s not hyperinflation, but it’s getting close. It’s money taken from your pocket and from your savings. Much of the money is given to friends: to groups that Biden thinks will use it virtuously, but inflation is money taken from us, from our pockets and savings. Another beneficiary are those who are rich enough to take no salary, but live by borrowing against their real estate and corporate equity. The richest people in the US do this, earning $1 per year or less, (here’s a list compiled by Bloomberg, it’s basically every rich person). They pay no taxes, as they have no income. The only way to tax them is by tariffs, taxing what they import, but the government is against tariffs.

What you can do, personally about energy-cost inflation is not much. I would recommend insulating your home. I plan to repaint the roof white, and put in a layer of roof insulation. I also have fruit trees: an apple tree and a peach tree, grapes and a juneberry. They provide summer shade, and you get a lot of fruit with minimal work. Curtains are a good investment. Another thought is to buy solar cells. A vegetable garden is fun too, but it’s unlikely to pay you back.

Winter wheat prices are up by about 40%, likely due to the loss of supply from Ukraine and Russia

Speaking of wheat prices, they are up. They increased 40% when Russian troops invaded Ukraine, and have held steady at that level since. This is far less increase than for natural gas. Corn and rice prices are up too, but nowhere near as much. Fertilizer prices are up 300%, though, and Biden has indicated he’d like to push for a sustainable alternative; is that poop? There is a baby formula shortage too. We can handle it, I think, unless Biden get involved, or starts a hot war with Russia.

Robert Buxbaum May 10, 2022. As a fun sidelight, here is Biden answering questions about Pakistan when someone in a Bunny costume grabs him and walks him away from the reporters. Who is that masked handler? What’s going on in Pakistan?

Ukraine looks like Vietnam or the beginnings of WWI

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The press and our Russian experts claim we’re helping in Ukraine, protecting it from a Russian invasion. I suspect they are wrong, and that our help and protection will prove to be as deadly to all as in the Vietnam war. I’m also uncomfortable with their presentation their framing of Putin as an out of touch autocrat. Putin has popular support, and acts with a strong sense of history, as I see it, just not our version of history. In the Russian version, it was Russia that stopped the Nazis — of Germany and Ukraine. We are not the heroes of WWII in their telling; I doubt we’ll be the heroes of this conflict either.

We have a habit of seeing ourselves as saving heroes as we enter other people’s conflicts. It is how we got into Vietnam, to save the South from the North. It’s also how Europe got into WWI: Russia was saving Serbia, Germany was saving Austria, etc (see cartoon below). We meddle our way, and leave much later than we planned. The result, as in Vietnam and Afghanistan is far more death and destruction than if we’d minded our own business. And US war-dead too. In Vietnam 58,000 US deaths. In Afghanistan 2,400 US dead. and no obvious accomplishment. As Henry Kissinger famously commented: “It’s dangerous to be America’s enemy, but deadly to be America’s friend.”

European aggression in WWII started with the good intention of preventing aggression. It got out of hand, as I fear our good intentions will in Ukraine.

The US troops we’ve sent to Ukraine are not called soldiers. They are “fighting advisors” sent to help the Ukrainians use our weapons. In WWI and Vietnam, fighting advisors are called invaders; it’s how we got drawn into Vietnam. The Russians claimed to send advisors when they entered the Crimea and later the Dundas. We called it an invasion. We can’t be that blind to our own words. Sooner or later, the advisors will start killing each other– something we’ll call an unprovoked attack. Our high tech aid including anti-tank missiles are reported to have killed some 10,000 Russians so far. We don’t seem to think the Russians will mind, or that they’ll give up as the body count mounts. In Vietnam, the more we killed with our high-tech weapons, the more the Vietnamese on both sides called us the villains, and the more Vietnamese joined the fight against us. That’s the future I fear for Ukraine, or worse. The conflict in WWI spiraled quickly beyond the borders of Serbia to include the whole world, and continued through WWII.

Our approach to diplomacy is counterproductive too, in my opinion, and similar to Vietnam too. We call Putin a terrorist, a madman and a narcissist, and then we begin talks with him to end the war. Biden has asked to have Putin removed by assassination.Does he think this will help, or if Putin is removed his successor will be a friend of the US? We demonized Ho Chi Minh, and propped up our favored, corrupt leaders. Minh was popular, as is Putin, and both have valid reasons for opposing us. Putin worries about the expansion of NATO. It’s not an illegitimate worry given Russian history of repeated invasions from the west.

Our desire to remove Russian leadership is a long-standing mistake. It does not lead to peace, or good negotiation, nor even peaceful co-existence.

Russia has been invaded many times. US schools mention Napoleon’s invasion in 1812 and the German’s in 1941, but there are more. They were invaded by the Germans in WWI too, and by the Ukrainian Cossacks in the days of Khmelnytsky, 1646-57. Before that the Polish Lithuanians, 1609-1618, the Swedes, 1701-1709, and in the early days, it was Tartars, Mongols, who invaded and ruled Russia from about 1225 til they joined with the Russian Tzars about 1650. Add to that, our help in the war of the Whites vs the Reds (1917-23) that produced Ukrainian independence — I talk about the relevance here. With a history like that, Russia has every reason to worry about NATO expansion. We should be cognizant of this and stop calling Putin a madman. Let’s accept the Russian version of history, and the sitting ruler of Russia.

Some cite the Budapest memorandum that lead to the removal of “Ukrainian” nuclear weapons –– read it here. It’s short, only 1 page, and deliberately vague. it was signed by Putin’s predecessor, Boris Yeltsin, for the Russian Federation, along with representatives for Ukraine, The US, and The UK. The missiles were not Ukrainian, they were Soviet, and pointed at us. As a result of that agreement, they were dismantled and moved into Russia. There is no sense that this is an invitation for us to protect Ukraine against Russia. The co-signers sort-of agree to protect Ukraine from outsiders (Germany, Turkey,..?), but that’s not clear. We commit ourselves to peace in the region, and can claim that Russia violated the peace first, but there’s no invitation for us to violate it second. Until recently, the UK provided no military aid. China and most of the EU still trades with Russia; if they see a villainy, it’s not enough to stop trade.

Robert McNamara was Secretary of Defense under Kennedy and Johnson, and a key “Whiz Kid” pushing for war in Vietnam. Years later, he decided Vietnam was a mistake. A sad cartoon: the veterans are walking past the grave monument for the 58,000 US dead. I worry we’ll have a similar cartoon after this war.

In my opinion, our best course is to reduce our military aid to providing only basics: bullets, blankets, food… We should reopen discussions with Putin, not demonize him, or try to remove him. Ukraine will likely fight on even without our high-tech weapons. Perhaps they’ll buy from Europe, or from independent dealers. The death rate on both sides will be lower and peace will come quicker without us. Crimea might remain Ukrainian or Russian, but that will not be our decision. We’ve done enough damage for now. It took many years after the end of the Vietnam war for the instigators admit is was a mistake.

Robert Buxbaum April 3, 2022. Much of my thinking about Vietnam comes from Francis Fitzgerald’s wonderful book “Fire in the Lake”. I see it all happening again here. Also worth reading is this 2014 letter by Henry Kissinger about how to negotiate a peace: “Damning Putin is not a foreign policy; it’s an alibi for the lack of one.” It’s a nice insight. He seems to understand diplomacy about as well as anyone.

The claim that Ukrainians are Nazis is also Ukraine’s claim to statehood.

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Recently Putin claimed he was going into Ukraine to fight Nazis. Twitter makes fun of this, but also shows many pictures of these Nazis. Under the hashtag #AzovBattalion, you’ll see many pictures of white boys with swastikas and Ukraine flags (see below). Perhaps these pictures are just Russian propaganda: According to our media there are no Nazis to speak of, and besides, the president of Ukraine is a Jew. Still, the pictures look real, and based on Ukraine history, there is quite a bit reason to think they are not an aberration. Still, to the extent that they represent Ukraine, these individuals are a major basis of Ukraine’s claim for independence. They are also a good reason to leave Ukraine out of NATO, IMHO.

Let’s go back to the late days of the Tartars and the early days of the Cossacks, about 1600. There is a painting, below depicting Cossacks of those days writing a letter to The Sultan (original in the Kharkov museum). They do not seem the most savory of people, but they do seem independent and egalitarian. The letter is not written by a noble, but by a committee of pirates, and not everyone is happy about it.

Zaporozhian Cossacks write a letter to the sultan. These are the people who Putin claims should be loyal to Russia, but they have a long history of behaving otherwise. I like the scribe. A couple of people at left seem unhappy.

From 1250 to the mid 1700s, Southern Ukraine was ruled, to a greater or lesser extent, by the Crimean Tartars, a group of horse-riding Mongols who nominally served the great Khan. Moscow paid dues to them, and in 1571 the Tartar ruler,  Devlet I Giray burnt Moscow to collect his dues. The early Cossacks were Black-sea pirates, and enemies of the Tartars. Around 1600, the Cossacks and Tartars realized they had a lot in common (alcoholism, pederasty…) and formed an alliance. Mainly this was against the Poles and Jews. A famous result of this alliance was the Khmelnytsky Uprising (about 1650). Khmelnytsky was the “Hetman” (Head man?), the elected, temporary ruler for the uprising. He has become a symbol of Ukrainian independence, but he was also a brutal murderer of virtually all the Jews and Catholics. Today, he graces Ukraine’s $5 bill, and sits atop a statue in Kyiv’s central square. This elevation of Khmelnytsky is no small insult to Jews, Catholics, and civilization.

Ukrainian Republic passport, 1919.

 In 1654, via the Pereyaslav Agreement, Khmelnytsky’s Tartar-Cossacks formed an allegiance with the Tsar while retaining autonomy in Ukraine. This autonomy eroded over the years, and ended with Bolshevik rule in the early 20th century. After WWI, Ukrainians briefly tried for independence, forming the Ukraine Peoples Republic and the Ukraine Democratic republic, from 1917 to 1921. The head of the Republic was called hetman, an elected leader but also a throwback to a mass-murderer.

Stalin punished the Cossack remnant before WWIi, and when the Germans invaded in 1939, many of the remaining Ukrainians supported the Nazi invasion, and provided some of the most brutal murders of Jews; the murderers of Baba Year, for example. Putin recalls this collaboration when he calls the Ukrainians Nazis, and I suspect that he’s more right than our press will admit. These #azovbattalion pictures don’t look faked. On the other hand, the autonomy of the Ukrainians and Cossacks, and their attempts at independence provide historical backing for Ukraine’s claim to independence. Putting this another way, the more you accept that Ukraine is full of Nazi sympathizers, the more you should accept them as a distinct society from Russia.

Ukrainians of the Azov Battalion with a statue of Khmelnytsky, or some other murderer.

As an idea of how the war might go, I should mention another group of Tartar-Cossacks. These were Moslems who operated between the Don and Volga Rivers in what is known as Chechnya. Chechnya fought Russia in a long, bloody, unsuccessful struggle, that is only recently ended. Russia may win in Ukraine, but it is not likely to win easily or cheaply if Chechnya is any model.

Robert Buxbaum, Mar. 2, 2022

Al Jazeera, a multi billion-dollar influence buyer

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Given the hand-wringing over the $300,000 spent by Russia to influence the 2016 US election, I thought it worthwhile to point out that Qatar spent roughly 2.5 billion on influence, mostly through Qatar’s news agency, Al Jazeera. Qatar is a Shiite (Shia) Moslem Emirate solely ruled by a Sunni Emir (king). Here’s a joke to help distinguish Sunni from Shia. It is also the 4th largest exporter of natural gas in the world behind Russia, Norway, and Canada. It’s a solid supporter of leftist political causes from anti-climate change to Hamas and Al Qaeda/ ISIS, and it is the host for the FIFA world cup of soccer, 2022. For more about Qatar and the logic of its behavior, see the American Foreign Policy Analysis. Interesting in general, but I’d like to focus on influence buying.

FILE - In this Aug. 20, 2013 file photo, Al Jazeera America editorial newsroom staff prepare for their first broadcast in New York. Shannon High-Bassalik former head of Al Jazeera America’s documentary unit has sued the news network, claiming it is biased against non-Arabs in stories that it produces and how it treats employees. (AP Photo/Bebeto Matthews, File)

Al Jazeera America prepares for its first broadcast from New York, August, 2013. AP Photo/Bebeto Matthews.

The Emir of Qatar is the sole owner of Al Jazeera, a news organization, that he uses as profit-losing, influence machine. It allowed him to support leftist politicians who he believes to be pro-Arab, pro-Muslim Brotherhood, anti-Israel, and anti-American. In Europe he pursues pro-immigration, anti-fracking policies. In conservative, Islamic countries, like Saudi Arabia, Egypt, and Iran, he’s used Al Jazeera to supported free elections to unseat the king, Shah, or military president. Al Jazeera uniformly portrays Qatar and its emir well, helping it get rights to host the FIFA world cup. No other country gets anywhere near such uniform, positive support.

A bit of history: Al Jazeera began operations in Doha, the capital of Qatar in 1996, as an antidote to Saudi Arabia’s arabic-language news outlet, MBC (Mid-East Broadcast Company, now called Al Arabia). By 2003, Al Jazeera was broadcasting in Europe in various EU languages, and had an english language version broadcast out of London, Al Jazeera-English. It is available in the US via cable TV, Channels 100, 200, and 300. In 2013, the Emir of Qatar expanded Al Jazeera directly to the US, paying 1/2 billion dollars for an Emmy-winning, non-profitable, cable news company “Current TV”, partially owned by Al Gore. “Current TV” operated out of San Francisco with a left-leaning, pro-environment message and a modest audience. Their shows include The War Room with Jennifer Granholm (Jennifer is the ex-governor of Michigan), Talking Liberally, The Stephanie Miller Show, and  Viewpoint with Eliot Spitzer. The Emir added a news headquarters in New York and gave it a new name: Al Jazeera America, or AJAM. The old Current TV was retained as AJ+, a video arm. Over the next 5 years the emir spent 2 billion dollars setting up 12 news bureaus in the US with instructions that there was no need for profit, but only for “influence”. It is arguable how much influence he got, but it is clear he didn’t make any profit.

Despite what you might imagine would be the opinions of a petro-monarch, AJAM continues to back Gore’s anti-fracking message. I will speculate this is because he is against US gas because it competes with Qatari gas. AJAM also strongly supports the Muslim Brotherhood, Hamas, and ISIS. Perhaps that’s radical chic (radical sheik?). He’s against any authoritarian ruler that isn’t him.

Trump, his daughter, el Sisi, and the King of Saudi Arabia. No Emir of Qatar.

Trump, his daughter, Ibn-Said (king of Saudi Arabia) and el Sisi, (president of Egypt). Global control with no Emir.

Some notable controversies — I got these from Wikipedia –Ahmed Mansour, a prominent Al Jazeera anchor, is quoted saying that Egyptian president, el-Sisi was “a Jew carrying out an Israeli plot.” Faisal al-Qassim, another Al Jazeera presenter, hosted a segment on whether Syria’s Alawite (Shia) population deserved to be killed en-mass, and in 2014, the channel’s Iraqi affairs editor tweeted approvingly about the Islāmic State killing more than 1,500 air-force cadets in Tikrit, singling out those who were Shia and non-Muslim. Closer to home, they charged a half-dozen athletes with doping, including Peyton Manning, hero of the super bowl. In the end, Shannon High-Bassalik, former head of the documentary unit, also sued claiming bias against non-Arabs in stories and in how it treats employees.

Among Republicans, AJAM became to be known as “The Terror Network”, while they retained some good reputation on left. The Emir bought not only the network, but spent liberally on sympathetic experts, and on academic think tanks. Further, it seems that Al Jazeera writers had no fixed budget or expense limit. The Russians are nowhere near this generous.

In April of 2016, with the world cup coming to Qatar, and American oil reviving, the emir cut AJAM staff by 900 workers. Part of the decision may have been that it looked like he had the 2016 election in the bag. Al Jazeera English remains, still operating out of London, and AJ+, the old Current TV, still operating out of San Francisco. And then Donald Trump was elected 45th US president. AJ / AJ+ was shocked (as was I); and called for protests. Trump, in a publicized meeting with el-Sisi of Egypt (the Jewish Spy), and Salmon al-Saud, (above, 2017) issued a set of 13 demands including that the emir stop to support for Hamas and the Brotherhood, and that he shut Al Jazeera. The emir has not complied, and the world cup is still on for Qatar.

I should mention that the Emir and Putin work together on some things and oppose on others. They both support politicians who oppose oil and gas production while opposing each other on pipeline construction. Qatar backs the pan Arabian pipeline to Turkey, while Russia funds Assad and the PKK (Russia-friendly, Kurdish independents) to block such access. The Emir supports ISS, Hamas, and Turkish Kurds, I suspect, as a way to fight Russia. It’s Byzantine politics in both senses of the word. Given how much Qatar has spent buying influence with Clinton and Gore, I don’t understand why the FBI is so focussed on Trump and Russia.

Robert Buxbaum, May 29, 2018.