Category: ForeignPolicy

Tariff Collections Are Climbing

The Daily Escape:

The cash flow of Customs and Excise Taxes has doubled in the past two months. From Wolf Street:

“Collections from customs and excise taxes spiked by 81% in April from March, to $17.4 billion, more than double the average monthly collections in 2023 and 2024, according to Treasury Department data today.”

This is the amount in customs and excise taxes that the Department of Homeland Security (which includes Customs and Border Protection) transferred in April into Treasury’s checking account at the Fed. Here’s a graphic representation:

The chart shows that something substantive is starting to happen. Tariffs are taxes paid by businesses to our government. And it adds up:

“For example, GM just announced that the new tariffs would cost it $4 billion to $5 billion this year and lowered its earnings forecast with respect to that. It has also begun to shift production to the US to dodge some of those tariffs.

GM manufactures components in China, it manufactures its Buick Envision at its joint venture in China and imports it, it imports vehicles and components from Mexico and Canada, it imports components and materials from around the world. After its bailout out of bankruptcy by the US government in 2009, GM focused on China and Mexico and shed dozens of US production facilities for components and vehicles. So now there’s a price to pay.”

Today’s automobile market is such that GM cannot pass on these tariffs to consumers. Automakers are having to discount their models and provide incentives to the market to sell enough vehicles to keep their production lines going.

More from Wolf:

“After the massive price hikes during the pandemic, there is no more room left to hike prices. Consumers have had it.”

But profit margins in the auto industry were huge following those massive price hikes. And the companies can eat those tariffs, show up with lower profits, and still be fine.

And not just in the auto industry. Non financial companies in the US made out like bandits during the Covid era of massive price increases. Their balance sheets have plenty of room to absorb the tariffs.

Mere mortals like Wrongo can’t keep up with all the tariff chaos. The governments of China and US are at least now talking about talking about tariffs. Numerous negotiations are apparently underway with governments of other countries, each one trying to get their special deal with Trump.

Under the Biden administration, there were numerous announcements of large investments in US manufacturing facilities by manufacturers. These investments will take time to play out: Years of big investments in the US before mass production can start. These investments alone are a big boost for the US economy. And companies such as GM that already have plants in the US have started to shift more production from their foreign plants to the US plants.

Trump has misplayed his own China tariffs strategy. In 2024 he said that if China tried to invade Taiwan he would impose tariffs:

“I’m going to tax you, at 150% to 200%.”

But today he already has tariffs at 145%. A trade war is about who can take the most economic pain, and that is a fight China clearly thinks it can win.

Trump’s trade protectionism is also harming America’s allies. Trump is pressing Taiwan and others to shift plants to America. Australia, Japan and South Korea face tariffs and demands to decouple from China, a large trading partner for each.

While no Asian country is about to break its security alliance with America. However, countries will be even more queasy about being dragged into a fight over Taiwan.

Trump’s problem is twofold. First, people are smarter than he thinks. They know the economy has worsened since the chaos of Liberation Day. They can see the demarcation in time when the vibes shifted. Second, of all the insanity of the first 100 days of Trump, nothing broke through to the broader public besides tariffs.

From the NYT:

“By late May or early June, consumers could start to see some empty shelves, and layoffs could occur for retailers and logistics industries. The major effects on the US economy of shutting down trade with China will start to become apparent in the summer of 2025…”

Trump desperately wants to evade blame. People have soured on his economic leadership devastatingly early into his presidency. It puts his power — and the Republican majorities’ power — at risk. Trump is very good at getting out of messes. But can he escape this one?

The stated dual purpose of tariffs is to first, change the math for manufacturing in the US. That was already underway with Biden. Second, to increase tax revenues.

Tariffs were the original tax revenues in the US, predating income taxes. And Trump mistakenly wants to take us back to that.

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Trump’s Threat To The Constitution

The Daily Escape:

From Steve Inskeep, speaking about the legal plight of Kilmar Abrego Garcia, who Trump says he can’t get back from El Salvador:

“If I understand this correctly, the US president has launched a trade war against the world, believes he can force the EU and China to meet his terms, is determined to annex Canada and Greenland, but is powerless before the sovereign might of El Salvador. Is that it?”

There is a lot of stuff happening. Trump has tested all sorts of limits, including defying a 9-0 Supreme Court order in  the case of Abrego Garcia’s extradition to El Salvador mentioned in Steve Inskeep comment above. He has turned the US economy into a giant guessing game by toggling tariffs on and off.

From Dan Pfeiffer:

“….everyone is focused on Trump’s tariff policy. How could you not be? The stock market has been crashing, the bond market is freaking out, and worries about inflation and recession are mounting. When watching your retirement account drop like a rock, it’s hard to focus on anything else.

But we are also amid an emerging Constitutional crisis that could fundamentally reshape democracy.”

Last month, Trump deported Abrego Garcia to El Salvador where he is being held in a notorious prison known for torturing and starving inmates. Abrego Garcia is from El Salvador and was in this country illegally. But a judge had ruled that he could not be sent home because the gangs there posed a threat to his life.

After Abrego Garcia’s illegal deportation, the case went to the US Supreme Court where the Trump Administration admitted that Abrego Garcia was sent to El Salvador in error, but they have refused to do anything to bring him back to the US. The Supreme Court, in a unanimous decision, declared:

“The order properly requires the Government to ‘facilitate’ Abrego Garcia’s release from custody in El Salvador and to ensure that his case is handled as it would have been had he not been improperly sent to El Salvador.”

In a bit of a coincidence, Nayib Bukele, the President of El Salvador, was in Washington  Monday for a previously scheduled meeting with Trump, where Bukele said he refused to return Abrego Garcia  to the US.

Moreover, in the single most disturbing display since he was reelected, Trump asked Bukele to build several more Terrorism Confinement Centers to house US citizens. Trump also told reporters that he was open to deporting US citizens if they had committed violent, criminal acts. Trump said:

“If it’s a homegrown criminal, I have no problem….We’re studying the laws right now. Pam [Bondi, the attorney general] is studying. If we can do that, that’s good.”

But, US citizens cannot legally be deported.

The only exception is if a US citizen is credibly accused of committing a crime in another country and the government decides to honor an extradition request.

The administration’s position is that they can remove people in error or in defiance of court orders, and once deported, they cannot be compelled to engage in any specific act of diplomacy or foreign policy since those are the exclusive powers of the Executive Branch.

What this all means is that Trump will most likely escalate to deporting US citizens. The courts can try to stop this by, for example, holding executive branch officials including the president in contempt. That is highly unlikely since the Supreme Court ruled last year that the office of the presidency cannot commit a crime if it is done in the pursuit of normal job responsibilities, which would include foreign affairs.

It seems that Trump may not be held legally accountable even for deporting US citizens.

There is nothing to stop him unless the Republicans in Congress decide to stop him. He could be impeached and removed from office, of course, But the Republicans have taken a pass twice already on that option, despite airtight cases against him.

Republican politicians are behaving with deference to power and a fear of standing out. From Kyla Scanlon:

“As Umberto Eco warned in Ur-Fascism, authoritarian systems don’t return with parades and uniforms. They return in a culture where obedience masquerades as patriotism – or as economic strategy.

When disagreement becomes disloyalty, when nuance is dismissed as weakness, when conformity becomes civic virtue, we’re no longer living in a democracy. We’re participating in the performance of one.”

Congress could stop him. They have the authority, but they do nothing. This paralysis is what Umberto Eco described as a “fear of difference” where dissent is dangerous, alternative views are threatening, and deviation is punished.

What we get is a legislative body that performs democracy, but no longer willingly exercises its Constitutional powers.

Standing up to Trump would mean risking access to donors, media cycles, committee power, and the favor of a political ecosystem that now functions more like a loyalty marketplace than a deliberative body. So they completely ignore the Constitution at great costs to their constituents.

At this point, the Democrats can no longer treat Trump with any deference. The entire House Democratic Caucus should draw up articles of impeachment and seek to introduce them. The Senate Democrats should put a hold on everything until hearings are granted. Everything must stop until this is resolved.

From Dan Pfeiffer:

“This is the moment. We are at a crossroads. It’s time to speak up. Corporations have bent the knee; law firms are submitting to Trump; Congress is ceding its authority, and corporate media is making excuses. The courts are trying to stop Trump’s worst offenses, but he ignores their dictates.”

This is the most serious threat to our democracy since the Civil War.

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Greenland Says “No” To Vance

The Daily Escape:

From Timothy Snyder:

“Musk-Trump inherited a state with unprecedented power and functionality, and are taking it apart. They also inherited a set of alliances and relationships that underpinned the largest economy in world history. This too they are breaking.”

JD Vance along with his wife, visited an American base in Greenland for three hours. National Security Advisor Mike Waltz and his wife also came along. The context was Trump’s claim that America must take Greenland, which is an autonomous region of Denmark.

While there, the Americans’ Greenland charm offensive mission failed, and JD signaled the end of NATO.

At the base, in the far north of the island, the American visitors had pictures taken and ate lunch with servicemen and servicewomen. They used the base as the backdrop to a press conference where nothing sensible was said. Vance, who never left the base, and has never before visited Greenland, was quite sure how Greenlanders should live. He made a political appeal to Greenlanders, none of whom was present. He claimed that Denmark was not protecting the security of Greenlanders in the Arctic, and that the US would. Greenland should therefore join the United States.

From Jon V Last:

“NATO is dead. It has been obvious since November 5 that the alliance was not viable in the long run, but it was able to continue in zombie-form for five months.

Vance’s appearance in Greenland last week was the stake through its heart.

It is one thing for American leadership to relentlessly criticize its allies.

It is another thing for America to openly side with Russia against European interests.

But to stand on European soil and talk about taking territory from a treaty ally is something else altogether.”

After Trump’s election Wrongo thought it was possible to believe that America would become indifferent to the NATO countries. It’s now clear that the US sees at least some of these former allies as prey. There can be no mistake about this.

So what would a serious European response look like?

It starts with nuclear weapons. Europe needs more of them. The best way to protect the EU is to protect Denmark. And the best way to protect Denmark is to push closer to North America and make it clear to the US that it cannot operate with impunity even in its near-abroad, let alone on the European continent.

It will be difficult for a non-nuclear power to make an independent dash to nuclear capability. But the British and French have respectable pre-existing nuclear forces. Between them, they possess about 515 nuclear warheads. The British nukes are entirely submarine-based. The French forces are split between ballistic-missile subs and air-launched cruise missiles.

The obvious solution is the creation of a separate Anglo-French nuclear umbrella that is extended to EU nations, including Greenland. Once this nuclear umbrella has been formally extended, the European nations can then backfill various military needs. Here’s military affairs professor James Cameron:

“A new generation of conventional precision-strike systems should supplement the Anglo-French nuclear forces. Non-nuclear allies such as Germany, Poland, the Netherlands, and the Nordic states could provide such systems, possibly through joint production. . . . Coordination of these nuclear and non-nuclear efforts should be institutionalized in a European equivalent of the existing NATO Nuclear Planning Group, in which France does not currently participate.”

While they’re at it, the British and the French ought to offer to bring Canada under their protection.

That NATO is dead as an American-led alliance doesn’t mean that NATO can’t default to becoming an EU-led alliance + Turkey. If Wrongo were one of the core Eurozone nations (UK, Germany, France), he would be looking at bringing Canada, Australia, and New Zealand into the fold since the US is no longer a reliable partner.

More from JVL:

“Please note the level of complexity here. America talks about taking Greenland, which is a threat to the people of Greenland, but also a threat to Denmark, which is obligated to provide for Greenland’s security.

But the necessary responses will have to come from London and Paris. Because the reality is that because the United States is breaking the NATO alliance, European security will have to be led by NATO’s other two nuclear powers.”

Is Trump serious about Greenland? Who knows. The US would gain nothing but additional costs and unnecessary tensions with its European allies by pursuing free association with Greenland. In fact, free association would spoil what is a near-perfect arrangement for the US, as Washington is already achieving its geostrategic objectives, while letting Denmark foot the bill for running Greenlandic society. Abandoning the cheap and successful engagement strategy would be an unforced error that would only benefit America’s adversaries.

Both Trump and JD have made it quite clear that they consider the NATO countries to be irrelevant at best and potential enemies at worst. Trump is looking at Greenland like it’s a vulture capital deal.

Remember, this is the man who unilaterally changed the name of the Gulf of Mexico to the Gulf of America.

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Status Update: Ukraine/Russia War

The Daily Escape:

Pueblo Bonito Great House, Chaco Canyon, NM – May 2024 photo by James C. Wilson

Today we return to the almost invisible war in Ukraine. Since the Oct. 7 start of the Hamas/Israel war, Ukraine has slipped out of the consciousness of Americans, and politicians in particular.

The terrible slowness of the US approval of additional funding for Ukraine also took a toll because the resulting lack of weapons forced Ukraine into a defensive posture, attempting to hold Russia at bay by conceding ground slowly throughout the past six months.

Now, Ukraine is slowly creeping back onto the front pages. There is a nervous tone about reports from Ukraine suggesting that the war has entered a new and dangerous phase. From the NYT:

“In the past three days, Russian troops, backed by fighter jets, artillery and lethal drones, have poured across Ukraine’s northeastern border and seized at least nine villages and settlements, ­and more square miles per day than at almost any other point in the war….In light of the Congressional vote for $61 billion in aid, this may come as a surprise.”

More:

“Thousands of Ukrainian civilians are fleeing to Kharkiv, the nearest big city.”

Kharkiv itself may be threatened. This news brings with it tough questions: How far can Russia go this time? Is this a setback for the Ukrainians, or now that the US has approved new weapons, is it a turning point?

The Ukrainians complained for months about severe shortages of ammunition, which was exacerbated by the intransigence of Republicans in Congress. Their failure to act delayed the delivery of key air defense weapons and ammunition, possibly turning the tide of the war in favor of the Russians.

And the Ukrainian military also must replenish its fighting forces. Russia is a country with about three times Ukraine’s population, and while both have suffered heavy casualties, Ukraine’s personnel needs are becoming critical. The more than two years of fighting off the Russians has left Ukraine desperate for fresh troops. The delay in US arms shipments caused by Congressional Republicans has also been a contributing factor to undermining morale, in addition to undermining the defense of Ukraine.

In 2023 Russia increased its troop mobilization efforts. Since the summer of 2023, difficulties in raising the pace of Ukrainian mobilization and Russia’s efforts on the ground have given a decisive advantage to Putin’s forces. It is hard to see how Ukraine can overcome this difference, given its smaller population and its vastly smaller economy. Adam Tooze says that: (brackets by Wrongo)

“…at the start of the war the ratio [of Russia’s economy to Ukraine’s] was more than 10:1, it is now far worse…the likelihood is that the balance will tip further against Ukraine.”

More from Tooze:

“As Russia developed its aerial attack – with intensified drone waves, showers of ballistic missiles and improvised glide bombs – Ukraine’s air defenses frayed. Crucially, this exposed Ukraine’s power infrastructure to crippling Russian attack. On March 22, March 29, April 11, and April 27 2024 Russia conducted dramatic attacks on Ukraine’s power system.”

At the same time, the US and Europe have been scaling back aid. During the winter of 2022-2023 foreign aid was enough to allow Ukraine to achieve a degree of economic and military stabilization, but since Q1 2023, aid from both the US and Europe has been falling:

On the military recruiting front, El Pais English has an insightful article about the military’s difficulty in recruiting:

“A new mobilization law, passed in April after months of delays due to its unpopularity, will come into force on May 18. The aim is to recruit some 400,000 new soldiers between the ages of 25 and 60. On the streets, military personnel looking for men willing to go to the front lines are experiencing first-hand the reluctance of citizens to be mobilized. Surveys indicate that only about 30% of the population are willing to join in the defense of the country.”

The whole El Pais article is worth your time.

Ukrainian society has been hollowed out by the war, losing 10 million refugees that migrated to Europe and elsewhere. Between the delay in provisioning weapons and the glaring need for new troops, Ukraine is in serious trouble.

It’s not like the US government hasn’t known that this would happen. Late in 2022, General Mark Milley advised the Ukrainians to get to the negotiating table. It’s turned out that this may have been a high water mark for the Ukrainian army. But the Biden administration quickly shut Milley down.

So far, three big things have been shown in this war: 1) Western economic sanctions are not decisive in dealing with Russia; 2) The Russian soldiers and leadership are nowhere near as good as they should be, or as good as we thought they were; and 3) Drones are making all militaries rethink how they can deploy their forces on the battlefield. Building on the last point, from Foreign Affairs: (emphasis by Wrongo)

“Ukraine has launched at least 20 strikes on Russian refineries since October….By the end of March, Ukraine had destroyed around 14% of Russia’s oil-refining capacity and forced the Russian government to introduce a six-month ban on gasoline exports. One of the world’s largest oil producers is now importing petrol.”

In a way, Ukraine’s drone campaign is putting exactly the kind of pressure on Moscow that the US-led sanctions regime was designed for but has had limited success in delivering.

This is a war of attrition, and Russia is suffering along with Ukraine. In wars of attrition, the ability to deliver equipment that is fit for purpose and personnel who are trained on that equipment is paramount. That is the West’s challenge now. Otherwise, Ukraine is lost.

It’s impossible to know how things will evolve over the next 6 to 12 months, but there is a real possibility that Russia could now make major territorial gains in eastern Ukraine. If that happens, the US will have again demonstrated how our policy of foreign intervention never leads to successful outcomes.

Here’s a short list: Vietnam, Iraq, Syria, Afghanistan, and currently, Ukraine and Israel.

Support among the Western democracies for Ukraine’s war may not last, since they all have this weird religious belief that willingness to fight is a measure of a people’s moral worth. Not true. But find Wrongo an American politician that disagrees with that idea.

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Who Attacked The Civilians In Moscow?

The Daily Escape:

MLK statue through Cherry blossoms, Tidal Basin, DC – March 2024 photo by National Parks Service

An event in Russia highlights how difficult it is for many to believe what they’re reading and hearing. A terrorist attack took place in the outskirts of Moscow at the Crocus City Hall last Friday. At least 133 people were killed and more than 100 others were injured in the attack just before a performance by a rock band. Assailants who were dressed in camouflage uniforms opened fire and reportedly threw explosive devices inside the venue, which was left in flames with its roof collapsing after the deadly attack.

The Islamic State in Afghanistan known as the Islamic State in Khorasan Province, (ISIS-K) – subsequently claimed responsibility for the attack.

And that’s where the charges and countercharges about who was behind the deed started flying across the internet. Earlier, on March 7, the US Embassy in Russia issued a warning to “avoid large gatherings over the next 48 hours”:

“The Embassy is monitoring reports that extremists have imminent plans to target large gatherings in Moscow, to include concerts, and US citizens should be advised to avoid large gatherings over the next 48 hours.”

Apparently the US Embassy also passed this information on directly to their Russian counterparts. It’s likely that the collapse of US-Russia relations since the start of Ukraine/Russia war makes it very difficult for Russia’s security services to take seriously any intelligence the US might provide about possible attacks.

All of this led to the US State Department saying that ISIS-K was to blame, while the Russians accused Ukraine. Unsurprisingly, Putin is all over the idea that Ukraine is behind the attack: (emphasis by Wrongo)

“They were trying to hide and were moving toward Ukraine….Based on preliminary information, a window for crossing the border was prepared for them by the Ukrainian side.”

Whether or not this is true, it represents a Russian verdict on Ukraine’s guilt.

But think about Putin’s “window”. The idea that escaping terrorists would head for Ukraine is nuts. Russia has 20,000 miles of border. The Russian-Ukrainian portion of it is covered with Russian soldiers and security forces. The Ukrainian side is heavily mined. It’s a site of active combat. It’s almost the last place an escaping terrorist would choose to run to.

Ukrainian officials have denied having anything to do with the attack, and American officials have said there is no evidence of any Ukrainian involvement. From Paul Campos:

“…people often forget that a) Russia occupies vast territories populated predominantly by Muslims, b) Russia has waged a brutal war of terror in order to subjugate some of those territories, and c) Russia has been a target of radical Islamist terror in the past. Consequently, allegations of ISIS-K involvement easily pass the smell test.”

It’s apparent that neither side is remotely interested in a comprehensive investigation. The State Department’s verdict was that Ukraine was innocent and ISIS K was to blame. The Russian FSB’s verdict is that it was hired nobodies from Tajikistan who were sponsored by Ukraine’s GUR (intelligence service) – and thus it was a terrorist act supported by the West. From Timothy Snyder:

“Russia and the Islamic State have long been engaged in conflict. Russia has been bombing Syria since 2015. Russia and the Islamic State compete for territory and resources in Africa. Islamic State attacked the Russian embassy in Kabul. This is the relevant context for the attack outside Moscow.”

Finally CNN begs to differ with the Russians: (parenthesis by Wrongo)

“In March alone, Russian authorities had thwarted several ISIS-related incidents, according to RIA (the state-run RIA-Novosti news agency). On March 3, RIA reported that six ISIS members were killed in a counter-terrorist operation in the Ingush Karabulak; on March 7, it said security services had uncovered and “neutralized” a cell of the banned organization Vilayat Khorasan in the Kaluga region, whose members were planning an attack on a synagogue in Moscow; and on March 20, it said the commander of an ISIS combat group had been detained.”

It is in Putin’s interest to pin the attacks on Ukraine because Russia needs to mobilize more troops to finish the Ukraine job.

OTOH, if Ukraine had anything to do with the murdering of Russian civilians on an industrial scale, the West would shut off their arms & ammo supplies. The US and NATO has zero reason to risk starting a nuclear war by allowing it’s Ukrainian client to murder and maim Russian civilians.

And Ukraine targeting civilians doesn’t fit with their strategy of attacking Russian airfields, refineries, railroads, critical bridges, and FSB offices. If they were going to kill civilians it would be workers in weapons factories or oil industry or railway employees.

Meanwhile during and since the incident, Ukraine attacked two Russian Ropucha Class landing ships, the Black Sea Fleet Communications Center in Sevastopol, and a few more refineries.

Time to wake up America! We need to see beyond the headlines in a complicated story like this terrorist attack in Moscow. This is why people who get their news from social media without better research into the full gamut of possibilities will make bad conclusions about what/who is behind this. It’s probably a good idea for all of us to keep our powder dry and wait for the evidence to tell the story.

To help you wake up, watch and listen to three guys play boogie-woogie on a public piano in St. Pancras station in London. This is an excellent tune to start your day:

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Russia. China And Iran, And Other Thoughts

The Daily Escape:

Snow at sunrise, Grand Canyon NP, AZ – February 2024 photo by John Fecteau

Welcome to another Monday Wake Up. Wrongo wants to touch on a few different ideas today. First, a non-trivial topic that Wrongo plans to return to this year. When we look at the geo-political landscape today, the US is confronting a growing alliance between three countries, each of which holds ill-will towards us and towards our western allies. Those three are China, Russia and Iran.

We’re confronting them separately and also in the case of the Ukraine War, jointly. This is an excellent time to harken back to something that Zbigniew Brzezinski wrote in 1997. He had formerly (through 1981) been Carter’s National Security Adviser:

“Potentially the most dangerous scenario would be a grand coalition of China, Russia and perhaps Iran, an ‘anti-hegemonic’ coalition, united not by ideology but by complementary grievances. . . . Averting this contingency . . . will require a display of US geostrategic skill on the western, eastern and southern perimeters of Eurasia simultaneously.”

Today’s geopolitical landscape reflects exactly what Brzezinski feared more than two decades ago. Is the world heading toward what the late Brzezinski referred to as “the most dangerous scenario”? What should America be doing now to head off what we’re seeing from our three rivals? Or is it already too late?

Which presidential candidate will do the better job of blunting this potential power conflict ?

Second, what did the weekend’s South Carolina Republican primary tell us? Trump won by a wide margin. As of this writing, the tally has Trump at 59.8% and Nikki Haley at 39.5%. The media is treating this as a significant triumph. When you win by 20 points, that’s true.

The real story, however, is that Trump underperformed expectations and failed to expand his coalition beyond his base. If you doubt that, take a look at the polling group 538’s polling vs. actual results for Trump across the three Republican primaries:

We’re seeing Trump consistently underperform the polls by 7-8 points. Worse for Trump, Fox News’ John Roberts talked about an alarming exit poll finding that 59% of Haley voters in South Carolina last night (equal to 40% of the electorate) would not vote for Trump in the general election.

From Simon Rosenberg:

“It’s my view that something broke inside the GOP when Dobbs happened. That even for many Republicans, it was just too much, the party had gone too far, had become too ugly and dangerous.”

Trump and the GOP are showing signs of deep institutional weakness. They had disappointing elections in 2018, 2020, 2022 and 2023. They’re replacing the entire leadership team at the RNC due to their ongoing fundraising struggles. Today’s RNC is broke:

In addition, the GOP’s state parties have atrophied in some key battleground states. Trump is burning through cash at unprecedented rates to fund his many lawsuits. Even Nikki Haley out raised him last month.

Wrongo thinks that we’re finally seeing “Trump Fatigue”. Everybody has seen his act and has zero need to ever see it again. The assertion that Trump is strong beyond his die-hard MAGA base seems to at last, be untrue. But what does Wrongo know? When he retired from the F500, he thought he would go into private equity. But he was seduced into online journalism by the promise of very small paychecks and zero job security.

Our third story is for the birds. The Guardian reports that:

“The Eurasian eagle owl named Flaco, which escaped New York City’s Central Park Zoo last year, has died after crashing into a building in Manhattan, officials said late on Friday.”

Here’s Flaco in happier times:

More:

“Flaco was rescued by the zoo in 2010, when he was less than a year old. He was reputed to be the only owl of his kind in the wild in North America, and there were widespread fears he ultimately wouldn’t survive for long outside captivity.”

The Eurasian eagle-owl is one of the larger owl species. Flaco’s wingspan was reported to be about 6 ft. Ornithologist Stephen Ambrose wrote on LinkedIn that there was evidence light glare from city buildings’ windows could blind owls momentarily and increase their risk of crashing into the structures, especially at night.

This raises the evergreen question of how to keep birds safe in US urban areas. Federal officials estimate that one billion birds in the US die annually after accidentally flying into building windows. Wrongo and Ms. Right had this happen to us years ago when a hawk crashed through our lakefront cottage living room’s wall of glass. He was dead when he hit the floor. It doesn’t only happen in high-rise buildings.

Time to wake up, America! There’s glare everywhere, including in the media’s silly discussion about how overwhelming Trump’s electoral chances are vs. Biden. Trump has a very small chance of being elected in 2024. To help you wake up, watch this great video of England’s Prince William singing “Livin’ on a Prayer” with Jon Bon Jovi and Taylor Swift at the Winter Whites Gala charity ball at Kensington Palace. This is fun and worth your time:

The future King of England singing with the current Queen of Americana.

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The End Of US Naval Superiority?

The Daily Escape:

Barn in orchard with Mt. Hood in background, OR – January 2024 photo by Mitch Schreiber Photography

What are we to make of the continuing war in the Red Sea? The Iranian-backed Houthis launched more attacks on merchant shipping just hours after the US preemptively struck them in Yemen. There is word from unreliable sources that the Houthis have now banned all US and UK ships from transiting the Red Sea, an escalation. Previously, they focused only on maritime shipping associated with Israel.

From the WaPo:

“Just as global supply chains finally returned to normal….The continuing attacks by the Houthis…have increased global shipping costs, caused cargo carriers or their clients to opt for longer alternate routes from Asia to Europe and the United States and raised alarms about the economic costs of a wider conflict.”

More:

“Almost one-fifth of US freight arrives at East Coast ports after transiting the Red Sea and Suez Canal… Solar panels, electric vehicle batteries, toys and vacuum cleaners are among the goods making that trip. But for now, economists do not anticipate a major impact on the prices that US consumers pay — unless the violence worsens.”

Three months after the start of the Israel/Hamas war, a maritime danger zone has been created that extends hundreds of miles from its original location. Houthi militias have launched dozens of attacks on ships with drones and missiles, cutting container activity in the Suez canal by 90%.

The Western naval forces protecting global trade are now stretched dangerously thin. The attacks are beginning to spread beyond the Red Sea to the Gulf of Aden, which leads to the Arabian Sea and the Indian Ocean. That complicates the task facing US military planners.

The economic implications are easy to understand. What may be more difficult is what this implies for America’s preeminent role in defense of the seas. The US simply doesn’t have the armament or manpower to: a) occupy Yemen or b) push the Houthi back far enough from the mouth of the Red Sea to reopen the Suez Canal to western shipping.

We have to consider the implications of an important global logistic choke point being closed as retaliation for the Israel/Hamas war. Also a second choke point, the Panama Canal, has also been forced to limit ships due to their persistent drought.

A second strategic implication is the impact of drone warfare on naval operations. Drones are plentiful and cheap. Large numbers of cheap drones means that warships now must have enough anti-aircraft (AA) systems to stop drones, along with electronic warfare counter-measure systems. Otherwise, they become sitting ducks.

A new fact of war is that cheap drones will overwhelm expensive missiles.

Our navy’s defense against drone attacks on commercial vessels runs headlong into the fact that our ships at sea can only store so many missiles. The US has sent a number of AEGIS destroyers to help protect international shipping, performing the dual role of intercepting Houthi drone and missiles and coming to the aid of distressed commercial ships.

Every missile salvo reduces the amount of time before they have to be resupplied by returning to base. We also know that America’s  manufacturing capacity for missiles is far below what is needed to refill stocks, given how many need to be expended against drone swarms in the Red Sea and elsewhere.

Here are a few numbers from Stephen Bryen:

“The [AEGIS] destroyers have a complement of 96 VLS cells, while the [Ticonderoga class] cruisers have 122…However, they need to fit a mixture of weaponry in those cells so they can’t all be used for air defense….In short, each of the AEGIS has around 100 missiles.”

More:

“Neither the US nor the British ships can be reprovisioned at sea, so they have a limited ability to “stay in the fight” if it continues for any length of time.”

So Yemen can launch a hundred drones and missiles at US ships and the destroyer escorts will very quickly exhaust their supply of air defense missiles. In the 1970s the U.S. Navy had ship tenders that could pull alongside a destroyer and resupply it. But today, these new Vertical Launch Systems must be reloaded in port.

In the ME, that means the destroyers will have to sail to Dubai or Europe, and the US aircraft carrier they are accompanying will have to follow because it relies on them for protection from ballistic and cruise missiles. Does America have enough carrier groups to rotate them when missile inventories are exhausted? The answer is no. Unless we are willing to move carrier groups from Asia to the ME. The US currently has 11 aircraft carriers in service, but here’s a map from Stratfor showing the location of our three! active carrier groups (CVNs) as of Jan 11, 2024:

We have three of 11 active, and you can see that CVN 78 (The Gerald Ford) sailed out of the Mediterranean and was replaced by CVN 69 (the Dwight Eisenhower) this week. This is the likely rotation for resupply of on-ship missiles.

Then there’s the issue of the US Navy’s manpower shortages. Forbes says in an article:

“…America’s newest aircraft carrier, the USS Gerald R. Ford (CVN-78), has downsized, cutting the crew aboard by hundreds of sailors….Over the past six months to a year, some 500 to 600 sailors have left the USS Ford and not been replaced.”

More:

“…most likely scenario, according to long-time Navy observers…is that, after the Navy’s massive 20% miss in FY 2023 enlisted sailor recruitment goals, the Navy simply has no sailors to spare.”

This is the US Navy that pretends it can take on either Russia or China or both together!

A profound shift is underway: Our globalized economy relies on ocean freight. Some 80% of trade by volume and 50% by value travels on a fleet of 105,000 container ships, tankers and freight vessels. But today’s superpower rivalry and the decay of global rules may mean that oceans will become a contested zone for the first time since the Cold War. China’s naval build-up means the US Navy’s primacy in the Pacific is being contested for the first time since 1945.

The “law of the sea” is in decline. China increasingly ignores rulings that it objects to. And the West’s use of sanctions has triggered a boom in smuggling: 10% of all tankers are part of a “dark fleet” operating outside mainstream laws and finance, more than twice as many as 18 months ago.

The bottom line is that the US cannot invade Yemen or stop the Yemenis from shooting missiles at commercial vessels or at our own warships. As always, we can bomb a lot, but that’s unlikely to stop the Yemenis. They live in a mountainous country and their missiles are mobile.

The US Navy can’t take them out just by bombing. The Yemenis are tough, experienced fighters. They have endured one of the longest and most brutal bombing campaigns of the last few decades, and they are still here.

The plain fact is that the US and its western allies simply do not have sufficient deterrence to prevail in the Red Sea. The shipping industry has already come to that conclusion:

“In response, some shipping companies have instructed vessels to instead sail around southern Africa, a slower and therefore more expensive route.”

Commercial cargo lines are not going to chance being shot up.

We don’t have sufficient deterrence to keep the Red Sea, and thereby, the Suez Canal, open. We can’t do enough to the Houthis to make them back down. And we won’t be able to stop them with boots on the ground.

What will the US military say is our way out of the box we’ve gotten ourselves into?

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Kissinger Has (Finally) Left The Building

The Daily Escape:

 Camden, ME – November 2023 photo by Daniel F. Dishner. Note the star: It’s on top of nearby Mt.Battie.

Kissinger may have changed the world, but that isn’t always a good thing. The media are calling his legacy “complicated”. For Wrongo, it isn’t complicated. He may have gotten Nixon to China and negotiated (?) the end of the war in Vietnam, but his time on our foreign policy stage is strewn with death and destruction. Think about the carpet bombing of Cambodia that led to the demonstrations against the war in May 1970 and to the murders at Kent State and Jackson State University. Think about the coup in Chile that overthrew Salvador Allende.

Now, Nixon’s entire Cabinet is dead.

Kissinger’s philosophy was to look at “the big picture”. He was gladdened by how his China diplomacy rattled the Soviets. Most of Wrongo’s current thinking about Kissinger comes from reading Christopher Hitchens’ 2001 book, “The Trial of Henry Kissinger”. Hitchens talks about Kissinger’s role in the destruction of Chilean democracy in favor of the Pinochet dictatorship. And when Pinochet ordered the assassination of dissenter and former U.S. ambassador Orlando Letelier on US soil by blowing up his car in Washington, Kissinger was fine with that.

He was responsible for the prolongation of the Vietnam War through the sabotage of Lyndon Johnson’s 1968 Vietnam peace talks along with the civilian deaths from the US’ bombing in Laos and Cambodia, helping to usher in the Khmer Rouge, while also not doing anything positive to win the Vietnam war. Kissinger then became supportive of the Khmer Rouge. He saw its leader, Pol Pot as a counterweight against North Vietnam. He asked Thailand’s foreign minister to tell the Khmer Rouge: “We will be friends with them. They are murderous thugs, but we won’t let that stand in our way. We are prepared to improve relations with them.”

That was Kissinger’s moral philosophy.

Kissinger was behind the Greek military junta’s invasion of Cyprus in 1974, and the Pakistani army’s crimes against humanity in East Pakistan (now Bangladesh). And we shouldn’t forget the Indonesian invasion and subsequent destruction of East Timor.

Quite the record for a Nobel Peace Prize Laureate.

Late in life. Kissinger continued supporting authoritarians including Putin. Kissinger intervened in Putin’s imperialist war in Ukraine in 2022 to support the idea that the West should bully Zelensky into giving up territory to the Russians. He was also on the board of Theranos helping to facilitate the fraud while lining his pockets.

Wrongo wrote earlier this year about how he started out as a Kissinger fanboy, having read his 1957 book “Nuclear Weapons and Foreign Policy” while in high school. It criticized the Eisenhower Administration’s “massive retaliation” nuclear doctrine. It proposed the use of tactical nuclear weapons on a regular basis to help win wars. By the time that Wrongo was running a tactical nuclear missile base in the mid-1960s, he was no longer a fan. From Wrongo:

“Wrongo met Kissinger in the mid-1980s at an event hosted by David Rockefeller at his Pocantico Hills estate. HK was walking his dog, a particularly obstreperous Golden Retriever. Wrongo asked “What’s the dog’s name?” Kissinger replied: “Madman”.  Could there be a more perfect name for a Kissinger family pet?”

Here are a few headlines announcing Kissinger’s death:

You’ve gotta love the Rolling Stone headline.

Kissinger’s legacy is defined by his role in the US’s resumption of ties with China. He did the groundwork for Nixon’s 1972 visit to China and made more than 100 trips to the country over the years. The WaPo noted that the China state broadcaster labeled Kissinger an “old friend of the Chinese people.”

Let’s close with another possibly apocryphal story about Kissinger by Corey Robin:

Let’s hope that Henry the K is having a really hot time in his new condo.

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The Stakes For Biden (And The US) In The Hamas War

The Daily Escape:

First snowfall, Tanglewood, Berkshires, MA – November 1, 2023 photo via Tanglewood Music Festival

For Wrongo, there have been few events that seemed immediately to foreshadow a change in our lives. The first was the assassinations of JFK and MLK. Although they were five years apart, they each signaled turning points. Wrongo felt that way about Hurricane Katrina and 9/11. Both conveyed the thought that our government was helpless against forces it didn’t control or understand.

Then came the election of Donald Trump, and now, the Hamas/Israel war — threats that we couldn’t process with conventional thinking.

In all of these cases, it was clear that something truly catastrophic had occurred, and that we had no idea how America, or the world, would respond.

Now we face the Hamas/Israel war. We’re trying to sort out how to react to what is in front of us every night as the day’s reports from Gaza arrive. It’s hard to watch the discourse around what’s happening in Gaza. The messages from both sides are depressing, since they both look the death and destruction in the face and say it’s caused by the other guy. It’s difficult to see how this ends.

Israel remains under rocket attacks both from Hamas in Gaza and from Hezbollah in Lebanon. We know that Hamas is holding hundreds of hostages in tunnels that are below densely-populated neighborhoods.

The security systems that were designed to protect Israelis were proven wholly inadequate on Oct.7. Netanyahu and the coalition government have been discredited yet remain in power. The people demand justice and that security be provided somehow.

Israel doesn’t want a cease fire, yet that is what Hamas and a growing number of countries are pushing for.

OTOH, what Israel is attempting to do is nearly impossible. How do a million people get moved from the north of Gaza to the South? What makes sense about Israel’s plans to dismantle many of the homes and much of the infrastructure that the northern Gazans depend on, along with some 300 kilometers of tunnels? Why is it a moral war if Israel is willing and able to kill anyone who remains in the area? And when Israel is finished in the north, is there any assurance that they won’t turn to the south where they told the northern Gazans to go?

But as Simon Rosenberg says:

“It’s important to listen to the actual words of Hamas: – Israel must be eliminated, more attacks are coming – Killing of Jews/Americans in Israel is justified – Loss of life in Gaza is acceptable, as we are a “nation of martyrs”

Rosenberg shows this video by Hamas Official Ghazi Hamad in which he says:

“We Will Repeat the October 7 Attack Time and Again Until Israel Is Annihilated; We Are Victims – Everything We Do Is Justified”

And do you really think that Netanyahu will get some kind of deal for hostages done? We need to accept that most of them will be martyrs to the Israeli cause if the war continues. Does anyone believe that Hamas can be made to release the hostages and then surrender to Israel? Even though Hamas initiated this conflict and they could save their own people by taking responsibility, that’s not going to happen.

Where does this leave the US? Biden woke up on Oct. 7 to find himself thrust into the middle of the second major foreign-policy crisis of his term. He embraced Israel, along with what now look like two conflicting imperatives: Support Israel and prevent an escalation of the war.

There’s also a brewing political crisis at home. Polls show that most Americans side with Israel in the conflict and approve of both Israel’s retaliation against Hamas and US support for it. Republicans tend to be more supportive of Israel than Democrats, who have become more sympathetic toward Palestinians over the past several years. But majorities in both Parties are broadly supportive of Israel.

Yet Biden’s unconditional Israel support also brings the risk of regional escalation. Despite his efforts to convince the Israeli government to limit the scope and scale of its military response to Hamas’s attack and consider a “humanitarian pause,” Israel launched its ground invasion anyway.

The offensive will inevitably inflict large-scale Palestinian casualties (especially since Hamas will continue to put civilians between them and the Israelis). It will also lead to a marked escalation in attacks on Israel and US interests across the Middle East that could easily destabilize the region.

Unlike the war in Ukraine, where the US has worked hard to ensure that support of Kyiv doesn’t risk direct military confrontation between them and Russia, the US risks becoming directly involved in the Israel/Hamas war. For better or worse, Biden owns it, if it happens.

While most voters are aligned with Biden’s stance on the war, it poses two political challenges to Biden’s 2024 prospects from the Left and the Right.

From the Right, Biden will be accused of projecting weakness on the global stage. Trump is already making the false case that the two major wars of Biden’s term happened only because Biden’s weakness emboldened our adversaries. Trump will argue that the relative ME calm during his administration was due to his strategy of “peace through strength,” particularly with Russia and Iran. He’ll claim that neither would have dared test the US had he been in office.

Will this be compelling for Republican-leaning swing voters? Remember that Trump’s Abraham Accords – which normalized diplomatic relations between Israel and the United Arab Emirates, Bahrain, Morocco, and Sudan, ignored the Palestinians and helped sow the seeds for the Oct. 7 attack. Also that Trump’s constant threats to NATO were a gift to Putin.

Regardless of what happens next, Biden will always be the president on whose watch these two wars – both of which the US is funding, started.

From the Left, Biden will be accused of enabling Israel’s killing of innocent Palestinians. A CNN poll from earlier this month shows that just 27% of 18-to-34-year-olds view Israel’s military response to the Hamas attacks as “fully justified,” compared to 81% of those 65 or older. Then there’s Muslim and Arab-American voters, around two-thirds of whom backed Biden in 2020. Recent polls show that very few of them plan to vote for Biden again in 2024.

Faced with the Biden vs. Trump choice, these voters (who were an important part of the Democratic coalition in 2020 and 2022) would probably stick with Biden as the lesser evil (or stay home and thereby benefit Trump).

But third-party candidates like Cornel West, who is critical of Israel, could hurt Biden. A USA Today poll shows West already picking up between 4-7% of the vote nationally, primarily from Biden. It would only take 2-3 percentage points for West to be a spoiler in a swing state like Wisconsin, potentially tipping the balance to Trump in a close election.

At the same time, a Middle East crisis that Biden can’t fix could hurt him particularly if the war escalates. Biden will also bear the burden for any terrorist and antisemitic attacks in the US between now and the end of his term.

Can Biden broker a peace when neither side wants one?

For now, Biden is the narrow favorite to win reelection, largely because of Trump’s extraordinary criminality and his unique weaknesses. But if the ME is still dominating our headlines in November 2024, all bets are off.

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They Have No Plan Except To Fight Each Other

The Daily Escape:

Nauset Beach, Orleans, MA – October 2023 iPhone photo by Wrongo

It’s already been a long year…and there are still 3 months left! Two issues dominated this week: the Hamas war on Israel and the Republican intramurals in the House.

Let’s start with the Republicans. Semafor reports that Rep. Steve Scalise (R-LA) gave up on his quest to become Speaker even though he had been nominated by his caucus as their candidate:

“Scalise withdrew himself from the speaker’s race just one day after colleagues narrowly nominated him for the job, as it became clear he lacked the 217 votes necessary to secure the chair. But there are serious doubts that Rep. Jim Jordan (R-OH),  Scalise’s top rival, can pull together the support necessary for a win — in part due to the bad blood over his contest against Scalise.”

This isn’t a time for Republican arm wrestling. The country and the world need attention. As AB Stoddard says at the Bulwark:

“THE REPUBLICANS WHO CONTROL the House of Representatives cannot respond to a new war waged against Israel. They have rejected new aid to support Ukraine in its defense against the Russian invasion. They have no plan to keep the government from shutting down on November 17 when funding next runs dry.”

Right now, there’s no path forward. While many things in this world are broken, this isn’t a case of American politics being “broken”. If as many pundits say, American politics are broken, we’d have seen things just like this when Democrats controlled the House. But they didn’t. What’s broken is the Republican Party.

A few House Republicans have suggested that their only choice might be to strike a bargain with Democrats. But behind closed doors, there hasn’t been a real effort to hatch a bipartisan deal, writes Semafor’s Kadia Goba: (brackets by Wrongo)

“I don’t think there has been legitimate outreach….Sure, those members talk to the press, but not to Hakeem Jeffries [the Democrats’ Majority Leader] or leadership.”

The potentially disastrous consequences of a broken House of Representatives are real, and some Republicans understand that. GOP Rep. Michael McCaul (R-TX) said the following after Scalise withdrew his name from consideration:

“We are living in a dangerous world, the world’s on fire. Our adversaries are watching what we do — and quite frankly, they like it. I see a lot of threats out there. One of the biggest threats I see is in the [GOP caucus] room, because we can’t unify as a conference and put the speaker in the chair…”

Brian Tyler Cohen, who hosts the podcast No Lie with Brian Tyler Cohen, summed up where the GOP is at with his post on Xitter:

“The fact that ALL Republicans would rather fight over Scalise (who attended a neo-Nazi event) or Jordan (who allegedly covered up rampant sexual abuse) rather than simply work with Democrats to elect a Speaker says it all.”

There are two possible paths forward: Either the Republicans unite behind one candidate for Speaker, or they accept that it will take some Democratic votes to elect a bipartisan candidate. “Bipartisan” is a dirty word among many House Republicans. They have broken the House and have zero intent to fix it.

They must be stopped before they break us all.

The murderous rampage by Hamas last weekend against Israeli civilians and Israel’s sharp response will reverberate for years to come. Eric Levitz wrote in New York Magazine:

“This weekend in Israel, a far-right Islamist group perpetrated the largest mass killing of Jews since the Holocaust, murdering entire families, including babies…and slaughtering 260 concertgoers. More than 1,000 Israelis were killed in all, and over 100 others taken hostage.

Israel’s far-right government predictably responded by choking off all food, electricity, and fuel to Gaza’s 2 million residents and then preparing a military assault more untempered by concern for civilian casualties than ever before.”

The Israeli Ministry of Defense just notified the UN that Palestinians living in Gaza City should evacuate to the southern part of the Gaza Strip. But more than 1 million Palestinians live in this area. How is it possible for so many people to move, even if they had months to do it?

If you are a member of the center-left, It is difficult to see any positive influence on this situation. It shouldn’t be a question of whether you’re for Israel or against it. Terrorism directed at civilians is abhorrent regardless of who’s doing it.

And here at home, conservative pundits exploited Hamas’ attack to fearmonger about immigrants in America. Several right-wing media figures have baselessly warned that Hamas or other “sleeper cells” are lying in wait to attack major American cities, calling October 13 “Day of Jihad”. They also used this lie against American Muslims after 9/11.

What’s happening now between Israel and Hamas makes you want to throw up your hands in despair. It’s impossible to think of or see a solution that can satisfy all sides. Despite that, we need to take a break from so much frustration. We need our Saturday Soother. We need to stiffen our spines for what will be yet another week of horror and nonsense.

Here on Cape Cod, the weather is seasonably crisp, so we will be wearing jackets to today’s Wellfleet Oysterfest. Later, we’ll go to the beach to watch the sunset that is coming earlier every day.

To meditate for a few moments on the Hamas/Israel war, grab a comfy chair and listen to John Lennon’s “Imagine” from his 1971 album of the same name. Released during the heart of the Vietnam War, Lennon asks us to envision a world of peace and unity. “Nothing to kill or die for And no religion too”:

Sample Lyric:

Imagine there’s no countries
It isn’t hard to do
Nothing to kill or die for
And no religion too
Imagine all the people
Living life in peace

You may say I’m a dreamer
But I’m not the only one
I hope someday you’ll join us
And the world will be as one

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