Category: Leadership

Why People Say The Economy Is Terrible When It Isn’t

The Daily Escape:

Sunset, Thumpertown Beach, Eastham, MA – November 2023 iPhone photo by friend of the blog, KO.

We keep looking for good news that will buoy Biden’s polling numbers, and on Tuesday we learned that the Consumer Price Index (CPI) was flat in October. From Axios:

“Overall prices rose 3.2% in the 12 months through October, slowing from the 3.7% in September and well-below the peak levels reached last year. Core CPI rose 4%, compared to 4.1% the prior month.”

Among the good news was that last month, prices for gasoline and used cars and trucks fell outright, helping cool over inflation. Meanwhile, shelter costs rose at a much slower pace last month, possibly signaling that inflation could be ending in the next few months.

That gave investors reason to pile back into the stock market, since it may be a sign that the Fed won’t continue to raise interest rates.

But as always, analysis of the economic news could show why Biden polls so badly on the economy, and in particular why he hasn’t consolidated support among younger voters. Let’s take a different look at how some important economic indicators have performed under Biden.

From the Bonddad Blog:

“Below is a graph in which I compare average hourly earnings (nominal, not real) for non-supervisory workers (in red) vs. house prices (dark blue) and mortgage payments (light blue).”

It is important to note that Bonddad has set all of the values to 100 as of January 2021 so that we’re looking only at what has happened during Biden’s Administration. Bonddad compares the changes in average hourly earnings to the rate of fixed price mortgages and the price of homes. These are nominal rates:

Average wages have increased 16% since Biden took office, but existing house prices have increased by 32%, and monthly mortgage payments for new buyers have increased 279% (!), from roughly 3% to roughly 8%. Housing is close to unaffordable for many in America.

Turning to cars, new car prices have increased by 20%, and used car prices by 23%, compared to that 16% for wages. And new car loan payments (dotted line below) have increased almost 70% (from about 5% to 8.3%):

Houses and cars are the two biggest purchases that most average people make. And sorry to say, affording them has gotten much harder since Biden took office.

Finally, let’s look at the cost of two things people see every day: groceries and gas. First, grocery prices are up 29% since Biden took office in January 2021 (again, vs. 16% for average wages):

And gas prices, although they have come back down recently, are still up 55% since January 2021:

Looking at the economic data this way, would you be more likely to vote for or against Biden? This is a big Biden problem with voters who live paycheck to paycheck.

It’s hard to overstate the importance of viewing the Biden economic performance like Bonddad does above. Much of the blame for these specific price increases belongs to corporations who took advantage of the breakdown in the global supply chain to raise their prices. Some belongs to the Biden administration’s pumping money into the economy.

Bonddad provides a ton of perspective regarding how the Democrats shouldn’t be talking to voters about how fantastic the economy has become under Biden. Dems can’t simply talk about the aggregate economic numbers, since many will not fully believe them.

At the risk of piling on, Wrongo recently saw this October Experian survey which asked:

“I suffer or have suffered from financial trauma”

A staggering 68% of US adults replied that they had. You can view the survey here. The stress was felt more strongly by younger generations, namely Gen Z adults and millennials, with 73% of Gen Z’ers and 77% of millennials experiencing negative thoughts and/or anxiety about money.

The idea of “financial trauma” goes beyond mere stress. America’s seeing multiple social crises afflict it. Friendships are cratering, loneliness is soaring, deaths of despair are skyrocketing. Half of American young people say they feel “persistently hopeless.”

Now tie this to how the majority of voters are saying that America is on the wrong track. The prevailing attitude in America is that our systems are rigged against working people. If you work hard, play by the rules, try to be an honest, decent and productive person, but the reward is that you get financially, socially, emotionally traumatized, well, maybe you’d be pessimistic, too.

The result is that most Americans feel they are living precarious lives. When asked, they say they need north of $230K to feel “comfortable” while the average yearly income for a full-time worker is about $75,000 today. That means feeling stable and secure is completely out of reach for the vast majority of Americans.

Most of this happened over time and surely wasn’t caused by Biden, or the Democrats. And little of it can be fixed by him.

There’s some good news in the fact that history shows us that voters generally focus on how the economy has performed during the last 6 to 9 months before the election. In 2012, the economy improved a lot, and when the unemployment rate finally fell below 8% one month before the election, it helped Obama to get reelected.

On the flip side, the economy was weakening as we closed in on the presidential election in 2016. GDP growth and wage and job gains were weak. Strong stock market gains were a positive. Adding the pluses and minuses suggested that the economy was weak, and the insurgent Trump won the election.

Better news on inflation in 2024, particularly for groceries and gas, will mean Biden’s polling on the economy will be much better.

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Reconsidering US Blanket Support For Israel

The Daily Escape:

Sunrise, Outer Banks, NC – November 2023 photo by Stephen P. Szymanski

Sometimes a friend, a family member or a neighbor asks you to help them solve a problem. You go along, thinking that you’ll be able to help out, only to suddenly find you’re deeply involved in something that could easily become either a reputation killer, or possibly even life-threatening to you.

And after five weeks of intense bombing, this is where America sits with the Israel/Hamas war. Our friend has caused us to get badly stuck in something and it’s become very difficult to see how to get out of it.

First, all right-minded people should agree that what Hamas did on Oct. 7 was a war crime. And the taking of non-combatant Israeli hostages is also a violation of international law, as is Hamas using Palestinians as human shields.

Second, it is possible to be committed to Israel and to its right to defend itself while at the same time being critical of its response in Gaza and sympathetic to the Palestinian’s plight.

Third, (and what is the focus of this column), is how Israel’s war against Hamas in Gaza has become close to violating the rules of war. Israel has launched near-continuous airstrikes on the Gaza Strip. According to Barron’s since the onset of the war, Israeli attacks on targets within Gaza have destroyed or damaged 45% of all housing units in the Palestinian territory.

In addition, the Times of Israel acknowledges that a lot of Gazans have died since the October 7 terrorist attacks. It cites the “Hamas-run health ministry in Gaza,” while arguing that the numbers cannot be confirmed and likely include Hamas fighters and victims of misfired Hamas rockets. They still put the number of dead north of 11,000. But there’s also allegedly 26,000 who have been injured and more than 3,000 that are missing. That adds up to 40,000.

The CIA estimates that Gaza began 2023 with a population of 2,098,389, so the total casualties (including the missing) in Gaza are about 2% of the population. And nearly a million people have had their homes damaged or destroyed so far. And the United Nations Relief and Works Agency (UNRWA) estimates that 70% have been displaced from their homes.

The systematic bombardment of housing and infrastructure is prohibited under international law. You can’t destroy 45% of the housing units of a population of 2 million people in five weeks and argue that you are doing all you can to avoid harming civilians.

Indiscriminate bombing of cities became an issue before WWII. Concern about “ruthless bombing of civilians” began with the Japanese bombing of Shanghai in 1932, and the bombing of Barcelona and Guernica in Spain by Italian and German fascists in 1937-38.

An important review of the historical background to the law against bombing cities is in the late Daniel Ellsworth’s excellent 2017 book, “The Doomsday Machine” (TDM). Ellsworth says that the need for rule-making became clear after the German Blitz of London in 1940. That led to the US and Britain secretly adopting Hitler’s tactics. The actions of the three belligerents obliterated the distinction between bombing combatants and civilians for the rest of WWII.

Citizens in the opponent’s country were considered legitimate targets because they were contributing in some way to their country’s war effort. This led to the moral justification that it was better to kill civilians in order to get the war over quickly. After that, bomber attacks exclusively aimed at exterminating German population centers was accepted by Churchill: (TDM, p.239)

“This is the way to pay them back; it’s legitimate for us to do so, and in fact it’s virtually obligatory for us to do so….”

The near-exact words were spoken by Biden, Blinken and Netanyahu after Oct. 7. But even in WWII, there wasn’t true proportionality. From TDM: (pg. 245)

“For every ton of bombs dropped on England in the nine months of the Blitz, England and the US…dropped a hundred tons of bombs on German cities…”

And more than 500,000 Germans were killed.

In 1949, a series of treaties governing the laws of war were adopted. The Geneva Conventions and specifically the Fourth Geneva Convention attempted to create legal defenses for civilians in war, but it wasn’t explicit about bombardment.

In 1977, Protocol I was adopted as an amendment to the Geneva Conventions, prohibiting the deliberate or indiscriminate attack on civilians, even if the area contained military targets. But Protocol I also says that locating military objectives near civilians “shall not release the Parties to the conflict from their legal obligations with respect to the civilian population and civilians“.

This has always been honored in the breach.

Aerial operations are supposed to comply with the principles of: military necessity, distinction, and proportionality.  An attack or action must be intended to aid the military defeat of the enemy. It must be an attack on a military objective, and the harm caused to civilians or civilian property must be proportional and not excessive in relation to the concrete and direct military advantage anticipated. But proportionality doesn’t hinge only on absolute casualty counts but on how harm to civilian lives and infrastructure is weighed against expected military gains.

That means theoretically, a lot of suffering is permissible.

Under the law of war, Israel’s proportionality calculation must take account of the civilian casualties its air strikes and ground invasion are causing. But Israel has in the past interpreted the rules to exclude damage to apartment buildings if terrorists occupy them.

Israel and America also believe that civilians who voluntarily serve as human shields are participants, not bystanders. But, how to tell the difference? Israeli officials say they have no choice: Hamas fighters are embedded within Gaza’s population and store weapons in and under civilian sites. They also say it’s impossible to defeat its enemy without killing innocents — a lesson that Americans learned at Hiroshima, Falluja and Mosul.

The NYT reports that during Blinken’s visits to Israel after Oct. 7, Israeli officials privately invoked the 1945 atomic bombings of Hiroshima and Nagasaki. They quoted Mark Regev, an Israeli government spokesman:

“In any combat situation, like when the US was leading a coalition to get ISIS out of Mosul, there were civilian casualties….[and] that Israel’s “ratio” of Hamas fighters to civilians killed “compares very well to NATO and other Western forces” in past military campaigns”.

When all you have for an argument is that your friend has done worse, you’re in serious trouble. Regev’s statement is also impossible to verify. US military officials have discussed the lessons learned from the battles in Iraq and in Raqqa, (the ISIS headquarters in Syria) with Israel.

Israel isn’t exempt from learning from the past and applying the lessons to their current urban warfare. And this is coming from an ally that receives $ billions in US aid every year. Israel is obviously willing to use any justification to continue its destruction in Gaza.

It’s clear that Israel is following a deliberate policy of wrecking Gaza’s infrastructure and buildings. Netanyahu said on October 7 that the IDF would turn parts of Gaza’s densely populated urban centers “into rubble.” On October 10, Maj. Gen. Ghassan Alian, the Israeli Army’s coordinator of government activities in the territories, stated  “There will be no electricity and no water. There will only be destruction. You wanted hell, you will get hell.”

That gives context to the fact that almost half of the housing in Gaza has been damaged or destroyed since October 7.

Gaza is now well beyond a long and expensive reconstruction process. It’s approaching the point where Gaza is becoming a place where human beings will find it difficult to exist. It’s true that Hamas is also culpable; they’ve brought this upon their own people. They continue to hold the hostages, and that provides Israel with justification for fighting in the heart of Gaza, including near its hospitals.

If Hamas cared about their own people, they would do something to stop it.

The point is that these disproportionate attacks should make it clear that the US needs to find a way to stop blindly taking Israel’s side. We should not be making excuses for Israel’s targeting of civilian populations. Figuring out what we should be doing is urgent, since our current posture isn’t benefiting the US, while it is benefiting our many adversaries in the ME.

The world thinks that the US has leverage over Israel, but as this war shows, we do not. We’re joined at the hip, and no other two countries have had a closer relationship. And when the war broke out on October 7, Biden made it very clear we would give Israel whatever aid it needed, that we would support Israel to the hilt. And we’ve done that.

But, Israel rebuffed Biden’s efforts to talk Israel into arranging “humanitarian pauses” until world opinion started to turn against Netanyahu. CNN and others reported that Israel has finally agreed to move forward with four-hour pauses of military operations in Northern Gaza. We’ll see how that goes.

But should America sacrifice any more of what shreds remain of our moral standing in the world to cooperate with Israel in what seems about to become massive civilian slaughter? Even if Israel’s war efforts are justifiable, their actions are making Gaza uninhabitable.

And when the smoke clears, and much of Gaza’s population has moved south, will Israel allow them return to sit amongst the rubble that remains?

Finally, Israel may be doing exactly what Hamas hoped. It is radicalizing many Palestinians. It isn’t difficult to imagine that if you lived in Gaza and saw Israel’s bombs kill most of your family, you might be willing to walk a bomb into a pizza parlor in Tel Aviv after a ceasefire. If you’re going to live like a dog for the rest of your life, at least you could gain a modicum of revenge by taking a few Israelis along with you.

Time to wake up America! Israel is telling the world that it will stop at nothing to re-establish the security of its borders, even down to the last Palestinian. While the IDF tells us it is following the laws of war, Netanyahu is showing us that his strategy is to make his Middle East adversaries think that no one can out crazy Israel. Israel’s willing to do this even if it has to defy the rest of the world and even if it doesn’t have a plan for returning Gaza to the Palestinians on the morning after the war.

To help you wake up, watch and listen to U2’s 2001 hit “Stuck In A Moment That You Can’t Get Out Of”. Bono wrote the lyrics about the suicide of his close friend Michael Hutchence, lead singer of the band INXS. The song is an argument against suicide in which Bono tries to convince Hutchence of the act’s foolishness.

We also should see the foolishness of total war even against a terrible enemy. It could turn out to be suicide:

(This is Wrongo’s longest column ever. If you’ve read this far, thank you for your interest!)

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Cartoons of the Week

Here’s Wrongo’s choice of the best cartoons of the week:

Bibi’s (and the world’s) problem:

America’s credit rating was downgraded last week:

Trump and NY judge disagree:

The man can’t help overvaluing his assets:

November’s election results cause GOP to re-think:

November’s election results cause GOP to re-think (2):

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Hot Takes On the Election

The Daily Escape:

Brant Point Light, Nantucket, MA – November 2023 photo by Ken Grille Photography

Let’s look at the election: You probably know that the Dems had a very good night. If polls and pundits didn’t exist, the narrative would be about how Republicans are in total disarray after six consecutive years of election losses and embarrassing nonperformance. That’s reality.

Add this from Rick Wilson:

“Joe Biden is old. Own it. I’ll take old and accomplished over old and evil every time. I don’t pity Joe Biden because he’s old. I honor him for still doing the work that has broken younger and stronger men…..For me, he is still the candidate.

He is still the man we need as President, taking on the fight to preserve America at home and abroad and taking on the world with faint-hearted support from his own party and an avalanche of vitriol from the GOP…”

You don’t need Wrongo to tell you who won/lost on Tuesday, but here’s some context: Democrats have won more votes in 7 of the last 8 Presidential elections than the GOP, the best popular vote run of any political party in US history.

  • In the last 4 Presidential elections, Democrats have averaged 51% of the vote, their best showing over 4 elections since FDR.
  • Democrats only received more than 50.1% of the vote ONCE from 1948 all the way to 2004. That was in 1964, the year after JFK’s assassination.
  • That Dems have been above 51% in 3 of our last 4 presidential elections is pretty remarkable.
  • In the 2008 race, Obama managed 52.9%
  • In 2012 Obama got 51.1%
  • And in 2020 Biden received 51.3%

The flaw is that with the Electoral College, where you win is more important than how many you win by.

Still, Dems continue to outperform expectations. In 2022, the so-called “red wave” year, Democrats gained ground from 2020 in 7 key states: AZ, CO, GA, MI, MN, NH, PA. They picked up 4 state legislative chambers, 2 governorships, and 1 US Senate seat, although they lost the US House.

In 2023, the Dems have outperformed again. From winning big in about 40 special elections earlier this year to winning contested elections on Tuesday in KY, VA, NH, PA and OH, we’ve seen very encouraging results. The Dems also added a new Congressperson in RI, and far Right school board candidates got defeated all over the country.

Also, Democrats elected mayors in five cities in Indiana. And Democrats picked up seats in the New Jersey legislature.

In Texas, the legislature has now defeated Gov. Abbott’s school voucher plan three times this year after building an alliance between Democrats and conservative rural House members who represent small school districts. The Dems adopted “Vouchers Kill Friday Night Lights” as a slogan in those places. In addition, Prop 9, to give retired public school teachers a pay raise, passed yesterday by 86% to 14%, the largest margin of any of the propositions. That shows real enthusiasm in Texas for public schools.

Wrongo is looking forward to how the NYT and CNN can explain that this is actually bad news for Biden. The WaPo, however, has already beaten the Times on the “it’s bad news for Biden” beat: (emphasis by Wrongo)

“As for how much solace this night provides a year before the 2024 election? There’s a real question about whether Republicans just don’t turn out when Trump isn’t on the ballot. Beshear was an incumbent. Virginia leans blue. And even if Democrats as a whole are well-poised, that doesn’t necessarily mean Biden, with his various liabilities, will be able to take advantage.”

But looking at the big picture, does it make sense after everything we’ve seen in this week’s elections that Trump is going to have his best election ever in 2024 by doing better than any Republican since GHW Bush in 1988?

What series of events do the pollsters think will cause that to happen? Can the GOP in a presidential election year get the turnout they’d need to cause that to happen? Wouldn’t that mean polls and pundits have to forecast yet another red wave like they forecasted in 2022, which didn’t materialize then, but will for certain materialize now?

Or are we supposed to think that 2024 is going to see a huge wave of pro-Trump “young” voters along with pro-Trump “black” voters who just didn’t show up in this week’s election?

Right now, nothing is at stake, and nothing will be at stake politically until 11 months from now. At that point, people who are polled today will have to make a choice. Until then they are free to be annoyed at Biden or anyone else. But when the implications of casting their ballots are clear, it will be a different story.

But until then, don’t expect the media to abandon its hyping of the “Biden in trouble” narrative.

The pundits are quick to report and slow to learn.

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Can A Peace Be Brokered Between Israel And Hamas?

The Daily Escape:

Tug pushing barge Tongass Provider in Dutch Harbor, AK. This is the last big load of the season heading north before ice prevents boat travel – October 29, 2023 photo by Richard McKinley. Note how small the trucks and RVs look relative to all of the goods on the barge!

Saturday is when the Wrongologist expects to offer his readers a chance to calm down after what has become our all-too-common weeks of domestic and international horrors. We call this the “Saturday Soother”, but this week, once again, it may prove difficult to find soothing.

Wrongo’s column on Tuesday ended by asking:

“Can Biden broker a peace when neither side wants one?”

Friend of the blog, Brendan K. who has military experience in the Middle East (ME) said in response:

“A peace does need to be brokered, but by Arab leadership with Israel. Biden has no relevance in the Arab World…”

The point is that the US cannot be a staunch supporter of Israel and also be an honest broker between the combatants. That the US isn’t trustable isn’t a new idea in the Middle East; this has been an issue in most conflicts involving Israel for decades.

But it seems that the window on a brokered end to hostilities in Gaza may not be open for long. The idea that Israel has crossed the line of proportionality in their attacks on Gaza is growing among western countries, while the idea that Arabs must stand in solidarity with Hamas vs. Israel also seems to be growing throughout the world.

We don’t need to look very hard to find examples of how US actions with Israel compromise its possible value to broker peace. The Intercept has a story about the US building a secret base inside Israel:

“Two months before Hamas attacked Israel, the Pentagon awarded a multimillion-dollar contract to build US troop facilities for a secret base it maintains…within Israel’s Negev desert, just 20 miles from Gaza. Code-named “Site 512,” the longstanding US base is a radar facility that monitors the skies for missile attacks on Israel.”

In addition to hosting a radar site that is pointed toward Iran, the Army is constructing a “life support facility” there, which is military-speak for barracks for personnel. All of this is despite Biden insisting that there are no plans to send US troops to Israel given the war on Hamas. But the Intercept claims that a secret US military presence in Israel already exists. Apparently sites like this can house as many as 1,000 troops.

Add what the NYT reported on Friday about US drones over Gaza:

“The US military is flying surveillance drones over the Gaza Strip, according to two Defense Department officials and an analysis by The New York Times. The officials said the drones were being used to aid in hostage recovery efforts, indicating that the US is more involved than previously known.”

The Defense Department told the NYT that these unarmed surveillance flights are not supporting Israeli military operations on the ground. Instead, the goal was to assist in locating hostages, and pass potential leads to the Israel Defense Forces (IDF). Wrongo finds the claim that these drones have a single mission to be laughable. In addition, several dozen American commandos are now on the ground in Israel. This view of drone flight patterns is from the NYT:

Flights shown here are from Oct. 28 to Nov. 2, of which at least six flights were over Gaza. Flight path data is from FlightRadar24. Paths are approximate based on each flight’s reported position about every minute.

Hassan Nasrallah, head of Hezbollah in Lebanon offered a warning to Israel and the US when he spoke for the first time since the start of the Israel/Hamas war. The WSJ had some key takeaways from his televised address:

  • It isn’t yet time for a wider, regional war: “For those who say that Hezbollah should start a war in the entire region, I say wait. These are the beginnings.”
  • Hezbollah had no advance knowledge of Oct. 7 attacks: The decision “was 100% Palestinian and it was this specific utmost secrecy which made it so successful.”
  • Arab and Muslim states must enforce the diplomatic and economic isolation of Israel: “It is not enough to just issue statements.”
  • Israel can’t eliminate Hamas: “One of the biggest mistakes that Israel is making right now is setting goals that it cannot achieve, such as eliminating Hamas and the power of Hezbollah.”
  • There should be a cease-fire in the Gaza Strip: “The Arab and Islamic nations must at the very least make an effort to achieve a cease-fire, even if some of them do not want to…sacrifice anything.”

Nasrallah also cautioned Israel against launching a preemptive strike:

“I tell the Israelis, if you are considering carrying out a preemptive attack against Lebanon, it will be the most foolish mistake you make in your entire existence.”

Worse, the WSJ reports that the Wagner Group, the Russian mercenary outfit, plans to send air defenses to Hezbollah, which would be a major escalation in the Israel/Hamas war.

As expected, Netanyahu barked back with his own threat, warning Israel’s “enemies in the north” not to make the costly mistake of escalating the war:

“You cannot imagine how much this will cost you.”

It is very clear that  Israel has forgotten 2006. Back then, Hezbollah attacked Israel, who responded by attacking civilian targets in Lebanon in an effort to make the Lebanese government and people think that Hezbollah brought death and destruction to their country. The opposite effect happened with most Lebanese Muslims increasing their approval or support for Hezbollah, while even Lebanese Christians, normally not friendly to Islamic parties or militias, blamed Israel for attacking civilian targets as an act of punishment.

Doesn’t that sound just like the Israeli strategy in Gaza today, 17 years later? US Secretary of State Blinken also issued a warning:

“With regard to Lebanon, with regard to Hezbollah, with regard to Iran, we have been very clear from the outset that we are determined that there not be a second or third front opened in this conflict.  President Biden said on day one to anyone thinking of opening a second front, taking advantage of the situation, don’t. And we’ve backed up those words …with practical deeds.”

Wrongo is unsure what “practical deeds” Blinken is talking about. But it seems apparent that the warfighting strategy for Israel’s opponents is to continue to push the US into a position to overcommit until we can do no more. Wrongo thinks that Nasrallah will be reluctant to order a large missile attack against Israel because he knows that Israel will again attack Lebanese infrastructure with the complete blessing of the US.

As it presently stands, the Israel/Gaza situation is grim. There aren’t any reasons to expect Israel to voluntarily stop its ground operation, nor any indications as of yet that the Arab states are seriously considering attempting a diplomatic effort to achieve a cease fire.

Wrongo asked friend of the blog Brendan K. if he had an idea about how to extract Biden from the Israeli briar patch. And now Wrongo asks all readers: How/who has the ability to bring both sides to the table?

And here’s a music interlude that attempts to take our minds off of the ME for a few minutes. Watch and listen to “Hedwig’s Theme” by John Williams from Harry Potter performed at the BBC Proms Film Music night in 2011:

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How Hamas’ Tunnels Affect Proportionality

The Daily Escape:

Halloween Abbey Road Tribute via The Loft

Wrongo said to a few commenters that he would follow up his “Proportionality in Gaza” column with additional information on the Gaza tunnels. How Israel deals with the Hamas tunnels is at the center of the question of proportionality since they are located under heavily populated parts of Gaza City.

As we know, more than 2 million people live in Gaza, and while many of them likely sympathize with Hamas, the best estimates of how many Hamas fighters are in the Gaza strip is around 35-40,000, a tiny fraction of the total population.

So the question is how to deal with Hamas without excessive civilian casualties, when Hamas can hide in tunnels under the city?

Before we begin, Wrongo has questions. Israel’s military confirmed over the weekend that Israel has twin goals: Annihilating Hamas while simultaneously rescuing some 230 hostages abducted from Israel on Oct. 7. But how does Israel expect to negotiate a hostage release from a group that Israel says they are annihilating? Doesn’t the threat of annihilation mean that Hamas will never release hostages to their sworn enemy? Worse, the hostages are believed to be hidden in Hamas’ tunnel network. The current heavy bombing raises the prospect of unmitigated chaos for both Palestinian civilians and hostages alike. It seems to Wrongo that Netanyahu’s twin goals are in opposition to each other.

Back to the tunnels. Lets start with the ground they are built in. We in the west have heard about Palestinian smuggling tunnels collapsing. Those were in the south near the border with Egypt, built in sandy soil. The Hamas tunnels in the Gaza Strip region are composed of limestone and sandstone along with some clay. These soils allow for digging tunnels that aren’t as subject to collapse:

Via the NYT: The network is by now so established that Hamas can manufacture weapons underground. Photo by Mohammed Saber/EPA, via Shutterstock.

The NYT reports that a few of Hamas’ recent tunnels actually begin several meters out in the Mediterranean Sea. But the majority of them are part of a network of subterranean pathways, rooms, cells and even tracks for moving carts containing weaponry. Hamas, which oversees Gaza, is believed to hide weapons, fighters and even command centers in their warren of underground chambers.

Here is an example from the WaPo:

“A decade ago, Israeli authorities discovered a tunnel from Gaza into Israel 1.5 miles long and 66 feet underground. They estimated that it had cost some $10 million and required 800 tons of concrete. But Hamas directed most of its tunnel-building effort on the land beneath Gaza, rather than at the border…”

More:

“Though no exact figures regarding the tunnels’ scale exist, experts say Hamas could control about 300 miles of tunnel….Most of the tunnels are about 150 feet deep…about the length of a 14-story building. But the network is winding, uneven and in some parts fashioned in a zigzag pattern to evade Israeli detection.”

Let’s turn to the challenges posed by any attempt to clear the tunnels of Hamas fighters. Combat inside tunnels is incredibly difficult and requires a specific skill set. The standard infantry tactics and weaponry are often not suitable inside a subterranean setting. It’s difficult to execute offensive operations inside the tunnels because navigation and communication systems often don’t work so far underground, and even night-vision goggles struggle, as they require ambient light.

The NYT quotes Gen. Joseph L. Votel, former leader of the US Central Command responsible for the Middle East who visited a tunnel controlled by the Lebanese militia Hezbollah near Israel’s border:

“This wasn’t just holes in the ground, it was an architecture….They were linked to rooms and built in a way to withstand strikes to the surface…. We should have no illusions about how this is going to be….It will be bloody, brutal fighting.”

But since the tunnels are so integral to Hamas’s operations, dismantling the tunnel network must be equally integral to Israel’s stated goal of eradicating Hamas. This is the proportionality dilemma. Will Israel be willing to forego their bombing and begin destroying tunnels primarily with the forces they have trained for the task? Or will the bombing of Gaza continue unabated? The Economist estimated that by day 18 of the war, Israel had destroyed about 9% of the buildings in Gaza.

An Israeli military unit called Samur, or weasel, specializes in underground warfare, training on mock tunnels in Israel. One Israeli technique, called “purple hair,” has been used to locate the tentacles of a Hamas tunnel. Israeli troops drop smoke grenades into a tunnel, and then watch for purple smoke to come out of buildings in the area. The smoke signals that a house is connected to the tunnel network and must be sealed off before soldiers descend into the tunnels.

However, even if Israel’s “tunnel rats” make headway, Hamas, by taking the hostages underground and releasing them over time, could extend this conflict for months, possibly years. Judging by Hamas’ 10+ yearlong preparation, they seem ready to fight to the last surface-dwelling Palestinian.

The strategic choice seems clear: If Netanyahu wants to get to eliminate Hamas, or at least its ability to wage war, he will have to send the IDF into the tunnels after them, or bomb Gaza into dust. The IDF knows this, but how many of them have the steel to venture into the darkness for months at a time?

And is eradicating Hamas even possible? Wrongo is old enough to remember the US effort to eradicate the Taliban, only to find them back in power on the day we left Afghanistan. And when, not if, Israel withdraws, then what? Who will step in to fill the power vacuum? What confidence can Israelis have that whatever replaces Hamas will be willing to live in peace with Israel?

Biden should be telling Netanyahu to stop the wholesale bombardment of Gaza and concentrate on securing the known tunnel entrances and sending in the tunnel rats. Hamas may blow up some of the tunnels as they’re penetrated causing loss of life to both sides. Then, the IDF must keep finding more tunnel entrances and keep burrowing.

Biden also should be telling Netanyahu to allow humanitarian aid to flow to the Gazans, not just from Egypt, but from the Israeli side as well.

This strategy is fraught with risks. But it contains both the moral costs and military costs for Israel and preserves the possibility of a peaceful coexistence at some point in the future. But the question is: Do the Israelis have the will and the ability to execute such a strategy successfully?

For today’s Monday Wake Up, all sides in the Hamas/Israel war need to rouse themselves from their efforts at what Netanyahu called his “Mighty Vengeance”. This war will certainly get worse before it gets better. And maybe it won’t get better in what remains of Wrongo’s lifetime. As the NYT’s Nick Kristoff said:

“Israel faces an agonizing challenge: A neighboring territory is ruled by well-armed terrorists who have committed unimaginable atrocities, aim to commit more and now shelter in tunnels beneath a population of more than two million people. It’s a nightmare. But the sober question must be: What policies will reduce the risk, not inflame it, while honoring the intrinsic value of Palestinian life as well as Israeli life?”

To help us wake up, watch and listen to the late Eva Cassidy along with the London Symphony Orchestra perform the seasonally appropriate “Autumn Leaves”. She had a voice that will never die:

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More Chaos

The Daily Escape:

Lenticular clouds over Mt. Adams, WA – October 2023 photo by Mitch Schreiber Photography

The news is awful and the time to cover it is short. So here’s a few thoughts on the fly:

First, about Lewiston. This is another American tragedy caused by the AR-15. The effort to paint the problem as another mentally-ill person who unfortunately happened to snap has already begun.

And on average, more than one gun per capita is owned by Americans. The Framers couldn’t have conceived of such violence from one gun. Wrongo is fully aware that it is highly unlikely that guns will ever be brought under better control, unless we happen to become the autocracy that many on the Right want us to be.

The Supreme Court’s ideas about originalism and what was meant by a “well-regulated militia” back in the 1770s, made Wrongo take a look at the demographics of the era. In 1790, the US population was around 3.9 million people, excluding Indians and slaves (as they did back then).

And if you try to determine what a rifle owned by one of America’s well-regulated militia cost in the 1770s, you uncover an almost insoluble problem. There was no national currency, each state had its own. Most were expressed in pounds, but each varied in value in relation to the English pound that they were based on.

Despite all of the problems of comparisons, in 1775, a week’s wages for a Massachusetts agricultural laborer were about 3.75 MA pounds. Across the colonies, a long rifle of medium quality cost between 4-7 pounds, so an average worker could acquire a rifle for less than two week’s wages.

That probably meant that like today, there were at least as many guns as men in colonial America.

The well-regulated militia as a deterrent to tyranny made sense until the time of muzzle loaders came to an end. From roughly 1500 – 1850, militias could fight on relatively equal ground with professional soldiers. But once artillery got good enough to chew up massed formations with only a few cannons, the rifle and other small arms became of secondary value in the fight against tyranny because citizen militias could no longer stand up to formal militaries.

Today, small arms play a different role in combat than when the Constitution was written. If the Second Amendment people were serious about wanting to be able to fight off their government they should be arguing to legalize artillery and explosives. They should conduct anti-armored drone drills, weekend artillery practice, and crowd-fund air defense systems.

Think of it as: Today, guns are worthless for fighting tyranny, but they’re perfect for imposing it.

Now, onward to the House of Representatives, and the new Republican Speaker of the House, Mike Johnson, (R-LA). We now have an insurrectionist religious fundamentalist conspiracy theorist who’s second in line for the presidency should something happen to Biden. The House GOP caucus just unanimously elected a traitor.

This needs to be on billboards nationwide.

The election of Johnson represents the surrender by the remaining non-MAGA Republicans to the minority MAGA fringe of their Party. It is a debacle for what the GOP used to stand for in America. And given that funding for the government runs out in a few weeks, a fight between what is now a fully-controlled MAGA House and the House Democrats is inevitable.

To say you’re a Republican in America in 2023 but don’t support Trump makes about as much sense as saying you’re a Communist Party member in the USSR in 1950 but don’t support Stalin.

We should expect a very long shutdown.

House Democrats have to make their fights with House Republicans as loud as possible. They need to make public remarks every day, regardless of their impact on private negotiations. Dems need to make sure everyone knows what the demands by Johnson and the MAGA extremists he leads mean to citizens.

We have to expect that Beltway pundits and the editorial boards of the WaPo and the NYT will attempt to push Biden and Democrats to work with the new Speaker. But, that is a lost cause. House Democrats should work in a bipartisan manner with the (slightly) more reasonable Senate and then turn the fight back to the GOP House in a big public event.

Here’s a tweet by Politico’s Jonathan Martin:

Martin sees this as giving a political advantage to Democrats, but the problem he ignores is the chaos. Is it possible that any order can come out of the MAGA chaos? Johnson is still vulnerable to the rule that a single disgruntled Republican House member can initiate the process to oust him, just as Matt Gaetz (R-FL) did with former Speaker Kevin McCarthy.

If four of the other 220 House Republicans agree, he will lose his job. So a reasonable view is to expect more Republican chaos.

Buckle up, it’s going to be a roller coaster ride from here to next November.

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When Perception Isn’t Fact

The Daily Escape:

View of fall colors and Linn Cove Viaduct, Banner Elk, NC – October 2023 photo by David Peak

Polls continue to show that people think the economy is terrible and that it’s Biden’s fault. Biden supporters chalk it up to the general unreliability of surveys: Asking people questions and then assuming their answers are accurate or honest. But often, they are not because people find it difficult to say, “I don’t know.”

A second issue is the astounding changes in polling data over the past decade: People’s self-reported emotional state in 2022 was worse than the very worst events of the past few decades. But are things as bad as people seem to think? From Barry Ritholtz:

“From an economic standpoint, things are much better than people seem to be willing to admit: The rate of inflation has plummeted by two-thirds from 9% to a little over 3%, but 60% of respondents believe inflation is “continuing to increase.” The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic.”

And the political fallout may be worse than you think. Bloomberg’s recent poll reveals some significant danger for Biden:

“Donald Trump is leading President Joe Biden in several key swing states as voters reject the economic message that is central to Biden’s reelection bid….Trump…leads Biden 47% to 43% among voters in Arizona, Georgia, Michigan, Nevada, North Carolina, Pennsylvania and Wisconsin. The results across those seven states had a margin of error of 1 percentage point.”

Thirteen months before the election, Biden lags Trump in head-to-head matchups in five of the seven swing states. These states will be particularly important in delivering the electoral votes that decide who will be the next president. More from Bloomberg:

“A 51% majority of swing-state voters said the national economy was better off during the Trump administration, and similar numbers said they would trust Trump over Biden on the economy going forward, 49% to 35%. Among independent voters, the chasm on trust to handle the economy is even wider, with a 22-point advantage for Trump.”

Seems like a problem. This is despite the fact that, since 2019, households invested more, home values have jumped, and savings levels have risen. Here’s more from Bloomberg’s polling partner Morning Consult’s Caroline Bye:

“Right now, Biden is not getting any credit for work he’s done on the economy….Almost twice as many voters in the swing states are saying that Bidenomics is bad for the economy, as opposed to good for the economy, which is a really startling fact if you’re the Biden campaign.”

Why is it that people’s perception doesn’t match the data? Back to Ritholtz, who thinks the fault may lie with the media:

“…the 2010s seems to be when they shifted their online presence to a much more aggressive stance. Perhaps most significant is in the way coverage became increasingly “click-bait” oriented via headlines filled with emotionally loaded language….Words that conveyed “Disgust” rose 29% and “Sadness” was 54% higher; words that reflected “Anger” were up 104%. The biggest gain was from perhaps the most emotionally loaded word: “Fear” skyrocketed by a huge 150%. And the words expressing “Joy” or “Neutral?” Down 14% and 30% respectively.”

But it isn’t just the media’s headlines that are hurting people’s perceptions; it’s also the choice of what the media covers that can lead us astray. Ritholtz provides us with a fantastic chart about the causes of death in the US from Our World in Data comparing actual causes of death with what was reported in the NYT:

This shows that the way the media covers deaths this is totally inverted: The things least likely to kill you get the most coverage: The bar chart on the right shows Terrorism, Homicide, and Suicide capture about 70% of the column inches. This is despite the odds that you are most likely to die from heart disease (30.2%), cancer (29.5%), or a car accident or fall (7.6%). The very bottom of the list are suicide at 1.8%, homicide at 0.9%, and terrorism at 0.01%.

So do negatively-laden headlines matched with wildly disproportionate coverage combine to send sentiment readings to places that do not match the reality of the economy or more broadly, the real world around us?

We’ve always had sensationalist journalism. The media’s response to social media is to approach news coverage in a similar manner to social media. Apparently the business plan is: If you can’t beat ’em, join ’em. It’s important to remember that we are what we eat, including our media diet. It’s making us unhappy, and increasingly detached from reality.

There are a few economic realities that may help explain where the public is right now:

  • Gas prices are both very volatile, and something that annoys an enormous percentage of Americans, because of the need to spend large amounts of money on a weekly basis to fuel their gas guzzling vehicles.
  • The housing market is a mess. The median sale price of a house in the USA went from $313,000 in 2019 to $480,000 in 2022. Since then the massive spike in interest rates has reduced median price to $416,000, but coupled with high mortgage rates, this is bad news for people wanting to buy homes in this market.

From a behavioral economics viewpoint, the extent of peoples’ reaction to price inflation may reflect the concept that people are loss averse: that is, they dislike what they perceive as losses more than they like what they perceive as gains.

This means if prices and wages were to increase at the same rate, politicians might assume that people would be indifferent to the nominal changes in prices, since they would be offset by wage increases. But if Americans are loss averse, when prices and wages both go up by a significant amount, (as they have over the past three years), people feel worse, because the “loss” incurred through higher prices feels worse than the “gain” of higher wages.

Time to wake up America! Perception isn’t fact until it is. How Dems fight this will determine the outcome of the 2024 election. To help you wake up, watch and listen to Bruce Springsteen perform “How Can a Poor Man Stand Such Times and Live”, live at the New Orleans Jazz & Heritage Festival in 2006. This is one year after Katrina, which Bruce focuses on at the start of the song:

Sample Lyrics:

Well, the doctor comes ’round here with his face all bright
And he says, “In a little while you’ll be all right”
All he gives is a humbug pill, a dose of dope and a great big bill
Tell me, how can a poor man stand such times and live?

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Sunday Soother – October 22, 2023

The demise of Sunday Cartoon Blogging was greeted without crying by the Wrongologist faithful, but maybe we need a laugh today. Herewith is the best cartoon of the week:

Jordan blew it:

And here is the best photo of art this week: West Bank wall – via Street Art by Banksy:

(This was executed in 2005 by Banksy on the West Bank barrier wall in Abu Dis.)

There’s only a small chance that we’ll get totally soothed after a most tumultuous week. John Dick, CEO of CivicScience reports that: (emphasis and brackets by Wrongo)

“People are glued to the Israel-Hamas war. In our 3 Things to Know this week, we found that 81% of US adults are paying close attention to the crisis in Israel – although [for] younger people, much less so. This high level of attention carries across age and political affiliations, but older adults and Republicans are much more likely to follow it very closely.”

Having both a war in Congress and the war in Gaza so dominate the news makes it hard for people to get sufficient distance to see these events in any real context. But, on this rainy Sunday in Connecticut, let’s give Soothing the old college try.

We had the local arborist come by to get a quote for tree work on the Fields of Wrong. When the cold weather comes, shaping and pruning trees and felling them is easier. We need all three. We’re delaying our fall clean-up for a few more weeks, since we still have many trees with green leaves. It looks like the clean-up will begin during the first week of November, or maybe when Congress is likely to select a new Speaker.

So here at the start of another week that will certainly be filled with momentous news, let’s try deep breathing and some robust coffee to start us off for the week. Let’s brew up a mug of Opus Dark Roast ($19.99/12oz.) from San Jose CA’s Chromatic Coffee. It is said to have notes of dark chocolate and burnt sugar. Yummy!

Now grab a seat by a south-facing window and watch and listen to two different pieces, both of which gesture towards finding peace among combatants. First, from JS Bach’s “B minor Mass, here is “Dona Nobis Pacem” (Latin for “Grant us peace”). It is performed by the English Baroque Soloists & Monteverdi Choir and conducted by Sir John Eliot Gardiner:

Now for a change of pace, listen to Alicia Keys perform her 2014 song “We Are Here”. It describes Keys’ frustration with both national and international issues, including the conflict at the time between Israel and Gaza. Following the song’s release, Keys launched a movement, called the “We Are Here Movement” calling for a more equal and just world:

Sample lyric:

Let’s talk about Gaza
Let’s talk about, let’s talk about Israel
Cause right now it is real
Let’s talk about, let’s talk Nigeria
And the mass hysteria, yeah
Our souls are brought together
So that we can love each other, brother

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What A New House Speaker Means For America

The Daily Escape:

Autumn, Rocky Mountain Front, MT – October 2023 photo by Jack Bell Photography

We’re all trying NOT to follow what’s going on in the House. Since Matt Gaetz and friends fired Kevin McCarthy, pretty much every newscast and paper are covering it. Wrongo will add his few words to the hot steaming pile of wordsmith.

McCarthy’s downfall is proof that no good deed goes unpunished. His decision to shake hands with Democrats on a short-term budget deal, kept the government open, but drew a challenge to his Speakership from a small group of chaos caucus Republicans. These eight mutinying members of his Party felt that McCarthy committed the unforgivable sin of compromise with Democrats.

It’s useful to remember that 91 Republicans voted against McCarthy’s bill to keep the government open.

That, along with McCarthy’s unwillingness to make any concessions to the Dems for future funding requirements like Ukraine, made it clear that there was no good reason for them to do anything to help McCarthy and the GOP caucus to resolve their internal differences.

At the highest level, America is now looking at an uncertain period of being (un) governed, in fact, held hostage by a tiny group of eight “chaos Republicans”. If the Republican House members select a new Speaker from the current two front runners, Steve Scalise (LA) and Jim Jordan (OH), their Party will tip further to the Right than it was under McCarthy, and there doesn’t seem to be a middle ground.

Just eight Republicans were in love enough with chaos to vote against Mr. McCarthy; more than 200 other Republicans understood that chaos isn’t conducive to sound policymaking. And 32 of those who supported McCarthy are members of the Problem Solvers Caucus, which is in theory dedicated to bipartisan solutions.

The WaPo has a great chart that lays out just how small the chaos caucus is vs. Republicans who voted for McCarthy:

Those Republican Problem Solvers are very angry at the caucus’ Democratic members for not supporting McCarthy when he was dethroned. All the House Dems who voted, voted against McCarthy (208), while four Dems weren’t present.

So now, a government shut-down seems assured. But the reality is that despite the best wishes of the chaos caucus, the government cannot remain unfunded forever. And their demands for capitulation by Biden to the GOP’s fever dreams for cutting spending will never happen.

The House can’t do anything without a Speaker, so the pressure is massive to choose one. And the Republicans will probably find a way to choose one without requiring any Democratic votes to support their choice. But when government funding runs out in mid-November, we’ll get to the real logical driver of partisan politics, the absolute necessity to fund the government.

When the new Speaker can’t pass a funding bill that is supported by the Senate, the new Speaker will eventually see the value in again seeking Democratic support.

The math drives this. The functional majority in the House will be that group who are willing to pay our bills on time by funding the government. Of the 221 Republican House members, 130 of them voted to avoid the shutdown, and 91 voted for it. The new Speaker needs to wrangle 218 votes to pass a bill on to the Senate. So if only 130 Republicans are willing to govern, Democrats will have to supply the difference.

Roll Call reports that the Republican vote for the next Speaker will take place next Wednesday morning, so we’ll soon see if the impasse can be resolved.

Another interesting turnabout this week was the Biden administration deciding to waive two dozen environmental laws in order to resume building the wall on the southern border. Trump demanded an apology because Biden had promised in 2020 there would “not be another foot” of wall if he won.

The White House now claims the administration’s hands were tied by appropriations bills that required them to spend the money. Said Biden:

“The money was appropriated for the border wall…I tried to get them to reappropriate it, to redirect that money. They didn’t, they wouldn’t.”

Biden added he still doesn’t believe walls are an effective solution, but Republicans are crowing “I TOLD YOU SO” with this announcement. But since it was FY2019 money that couldn’t be reprogrammed, we should be asking why it wasn’t spent while Trump was still in office.

Wrongo is applying for a patent on his new invention. It’s called “the magic button”. You press it and any intractable problem simply disappears without a trace. It will be ready for use sometime after the 12th. The 12th of never.

On to the Saturday Soother, where we spend this Saturday of a three-day weekend attempting to escape from the news cycle. Wrongo and Ms. Right are on Cape Cod for our annual fall getaway that dovetails with the various Oysterfests on the Cape.

This means that columns may be light and variable for the next 10 days.

It’s raining in the Northeast, so, it’s mostly indoor sports today. To help you let go of the week’s news, grab a comfy chair by a window and brew up a cup of Kick Ass coffee from Canada’s Kicking Horse Coffee.

Now watch and listen to “My One And Only Love”, the old standard performed here by legendary saxophonist John Coltrane and singer Johnny Hartman. This was recorded in 1963 and features McCoy Tyner on piano. If you want to take your mind off a few things today, this will surely help:

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