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anonymous

Intelligence Turnover: After bin Laden, Who Will the U.S. Target Next? - 0 views

www.stratfor.com/...-laden-who-will-us-target-next

shared by anonymous on 03 May 11 - Cached
  • There is only a short window of time in which any material from the bin Laden compound will hold actionable intelligence — information that will enable U.S. operatives to chase down bin Laden’s associates.
  • Often, the web of intelligence that leads to a breakthrough like the pinpointing of bin Laden, combined with the intelligence gleaned from a direct action, can have a snowball effect, with multiple hits in quick succession.
  • Photos taken inside the house indicated that the interior had been pulled apart quickly in search of any possible material of intelligence value. CNN reported May 3 that a U.S. official told them the raid collected 10 hard drives, five computers and more than 100 storage devices such as discs, DVDs and thumb drives. The number of electronic devices is surprising given that bin Laden had no communications links with the outside world and has not produced a propaganda video since 2007.
  • ...3 more annotations...
  • unlike the success of special operations in Iraq and Afghanistan, senior al Qaeda officials maintain higher levels of operational security and will be the most difficult to link together.
  • Even if the intelligence haul was limited and the U.S. statements are disinformation, it would likely represent an attempt to provoke a reaction from other major al Qaeda figures, which could result in operational errors that would expose them.
  • Even if intelligence analysis and retasking fails to find other al Qaeda operatives, longer-term operations will probably expose funding sources and allow the United States and its allies to shut them down.
  • anonymous on 03 May 11
     
    "U.S. media are reporting that an "impressive amount" of intelligence material was gathered during the May 2 raid on Osama bin Laden's compound in Abbottabad, Pakistan. It is unclear what, if any, actionable intelligence was collected, but U.S. analysts and special operations personnel are no doubt working quickly to exploit the intelligence and plan follow-on raids. Much of the media talk by U.S. officials could also be disinformation to scare other al Qaeda operatives into thinking the United States found a mother lode of intelligence and will soon be coming after them."
anonymous

The Death of bin Laden and a Strategic Shift in Washington - 1 views

www.stratfor.com/...and-strategic-shift-washington

geopolitics

shared by anonymous on 03 May 11 - Cached
  • Together, the events create the conditions for the U.S. president to expand his room to maneuver in the war in Afghanistan and ultimately reorient U.S. foreign-policy priorities.
  • With the death of bin Laden, a plausible, if not altogether accurate, political narrative in the United States can develop, claiming that the mission in Afghanistan has been accomplished.
  • From Langley, Petraeus can no longer be the authoritative military voice on the war effort in Afghanistan. Obama has retained Petraeus as a senior member of the administration while simultaneously isolating him.
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  • The U.S. political leadership faced difficulty in shaping an exit strategy from Afghanistan with Petraeus in command because the general continued to insist that the war was going reasonably well.
  • We are not saying that bin Laden’s death and Petraeus’ new appointment are anything beyond coincidental. We are saying that the confluence of the two events creates politically strategic opportunities for the U.S. administration that did not exist before, the most important of which is the possibility for a dramatic shift in U.S. strategy in Afghanistan.
  • Petraeus is now being removed from the Afghanistan picture. Bin Laden has already been removed. With his death, an argument in the United States can be made that the U.S. mission has been accomplished and that, while there may be room for some manner of special-operations counterterrorism forces, the need for additional U.S. troops in Afghanistan no longer exists.
  • anonymous on 03 May 11
     
    "Two apparently distinct facts have drawn our attention. The first and most obvious is U.S. President Barack Obama's announcement late May 1 that Osama bin Laden had been killed. The second is Obama's April 28 announcement that Gen. David Petraeus, commander of U.S. forces in Afghanistan, will replace Leon Panetta as CIA director. Together, the events create the conditions for the U.S. president to expand his room to maneuver in the war in Afghanistan and ultimately reorient U.S. foreign-policy priorities. "
anonymous

Dispatch: China's Approach to Social Harmony - 0 views

www.stratfor.com/...chinas-approach-social-harmony

china

shared by anonymous on 05 May 11 - Cached
  • anonymous on 05 May 11
     
    "Two announcements this week on China are critically important for understanding their main policy of addressing social instability. The first came from Zhou Yongkang - who is China's intelligence chief - who reiterated his call for social control. The second announcement came from U.S. Commerce Secretary Gary Locke - who is also tipped to be the next ambassador to China - who criticized Beijing for its policies against foreign investment, discouraging foreign investment and promoting domestic industries. These two issues highlighted Beijing's policy toward maintaining social harmony or in Chinese, hexie shehui."
anonymous

A Competitive China-U.S. Re-Engagement - 0 views

www.stratfor.com/...d-us-competitive-re-engagement

geopolitics u.s. china

shared by anonymous on 13 Jul 11 - Cached
  • The United States seeks continual interaction separate from other aspects of the relationship, whereas China cannot afford to separate what Washington views as “political” issues from its military engagements and frequently cuts off exchange. Thus it is important that the two sides are talking at all.
  • However, the visit has also attracted attention because it is an exceedingly interesting time for the two sides to be talking
  • The view among some regional players, whose national security depends on their accurate assessment of the situation, is that a kind of leveling is taking place.
  • ...9 more annotations...
  • Despite the U.S. re-engagement throughout the region, some East Asian states suspect that weakness and a long-term lack of commitment lie at the base of its prolonged distance from regional affairs.
  • They have agreed to hold drills on humanitarian assistance and disaster relief, as well as counter-piracy, and to work toward holding more traditional military exercises in the future.
  • The recent warming in U.S.-China relations has drawn inevitable comparisons to the Kissinger-style detente. However, the contrast between these events is more striking. When Kissinger traveled to China, relations between the two countries could hardly have been worse and because the countries shared a common enemy, relations had ample opportunity to improve.
  • At present, the prospects for improvement appear limited, whereas their many differences on economic, military and strategic interests present serious pitfalls.
  • The clash over the South China Sea will intensify regardless of a warmer diplomatic atmosphere.
  • the warming of relations continues apace because China is not yet the great power it aspires to be.
  • What allows both countries to defer confrontation is not only American preoccupation elsewhere but also — as Chen all too readily admitted during Monday’s meeting — China’s persistent military weaknesses, despite its recent highlighting of a fifth-generation fighter-jet prototype, an aircraft carrier and anti-ship ballistic missiles.
  • What Chen inadvertently pointed to is that, like the Soviets, Beijing’s competition with the United States has an economic basis. Economics is at the heart of military power. However, in this regard the Chinese do not have as great an advantage as is widely thought. The American economy has shown itself to be resilient after many recessions, while the current Chinese model shows all the signs of unbalanced and unsustainable growth.
  • China’s great challenge is to face not only a rising international rivalry but also its eventual combination with deteriorating domestic economic conditions.
  • anonymous on 13 Jul 11
     
    "U.S. Chairman of the Joint Chiefs of Staff Adm. Mike Mullen continued his visit to China on Monday. He met with Chief of General Staff of the People's Liberation Army Chen Bingde, future Chinese President Xi Jinping and other officials at naval and air force bases in China."
anonymous

Eurozone Crisis: Not a Greek Drama - 0 views

www.stratfor.com/...urozone-crisis-not-greek-drama

geopolitics eu greece

shared by anonymous on 22 Jun 11 - Cached
  • Lost in the coverage is the fact that Greece constitutes 2.5 percent of Eurozone GDP and Eurozone member states’ direct exposure to Greece is manageable.
  • After a year and a half of watching the Eurozone sovereign debt crisis unfold, we should put one notion to rest: no one event, crisis or decision will cause the Eurozone to collapse. Such a complex system of financial and monetary relationships will not unravel in a day, a month or a year.
  • Eurozone member states have proven highly flexible in their handling of the crisis.
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  • Skeptics contend that because the Eurozone was primarily a political creation, its economic logic is fundamentally flawed. A singular economic or political shock — such as the collapse of the Greek government — could therefore unravel the entire bloc by exposing a slew of economic problems.
  • Precisely because the Eurozone is a political creation, however, fundamental changes in the geopolitics of Europe are required to undermine it. Furthermore, the greater the imminent financial crisis, the greater the likelihood that Eurozone member states will find flexible means to resolve it. This resourcefulness has been evidenced throughout the crisis.
  • Therefore if all else fails, the ECB will print money.
  • The idea that the ECB would participate in its own dissolution because it is committed to its independence, or to maintaining 2 percent inflation, is a theoretical assumption that takes little account of the ECB’s behavior over the last 24 months.
  • This analysis leads us to two conclusions.
  • First, the Eurozone is not going to collapse in the middle of the sovereign debt crisis.
  • Second, fundamental political changes underway in Europe — such as the weakening of the NATO alliance, the regionalization of security alliances, and especially the developing Russian-German relationship — are far more important to the future of the Eurozone than a Greek confidence vote.
  • Because the Eurozone is fundamentally a political project, the weakening of the political bonds that tie Eurozone member states into a currency union are what will ultimately lead to its dissolution or modification.
  • Monumental shifts are underway in Europe. We have no reason to believe that Greece is at the center of them. What is most interesting is that the focus, both in terms of risks and solutions, continues to be on both short-term effects and singular events. This myopia is in part because Eurozone member states, in particular Germany, have not offered a long-term solution or plan.
  • The question that needs to be asked is: what do Europeans, and specifically the Germans, plan to do with Europe’s security and political architecture in the long term? The answer to that question cannot be found in the financial databases of Eurostat or the Bank of International Settlement, nor especially in the coverage of 24-hour investor-news stations.
  • anonymous on 22 Jun 11
     
    "It has been 2,000 years since Athenian legislators last received the kind of global attention fixed upon them Tuesday. News coverage of the Greek parliament's June 21 confidence vote captivated the global financial sector. The vote was carried live on most global 24-hour investment-news stations and links to live online feeds of the Greek vote were posted across the world wide web. The vote passed, giving Greek Prime Minister George Papandreou the political authority to try to pass further austerity measures mandated by the Eurozone in another vote on June 28."
anonymous

Portfolio: Russia Takes Advantage of the Eurozone Crisis - 0 views

www.stratfor.com/...akes-advantage-eurozone-crisis

russia eu

shared by anonymous on 23 Jun 11 - Cached
  • The key issue right now is whether Greek parliament will be able to pass the June 28 austerity measures vote. If it fails, it could lead to further panic throughout Europe. This has unsettled the markets and generally panicked investors throughout the world.
  • Russia has considerable opportunities opening up before itself because of the eurozone crisis.
  • First of all, Europeans are distracted and generally not unified on a number of issues but because the economic crisis has engulfed the eurozone
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  • The two greatest geopolitical interests are the upcoming privatizations in Greece and also the news that Russia is interested in Austrian banks.
  • One of the interesting assets that Athens is looking to sell is DEPA, its natural gas company.
  • if DEPA falls to Russian hands, Gazprom has been quoted to be interested in its privatization, it would really complicate European efforts of using Greece as an alternative to Russian natural gas routes.
  • Another appealing opportunity for the Kremlin is the rumored interest of Sberbank and VTB, Russia’s two largest state-owned banks and Austria’s ­Raiffeisen Bank and Fokus Bank.
  • The reason that Russia’s interest in Austrian banks is something to look at is because Austrian banks control quite a number of banks in Central and Eastern Europe.
  • there are opportunities for investment that Russia can parlay into geopolitical advantage.
  • anonymous on 23 Jun 11
     
    "Analyst Marko Papic examines how Russia is able to gain geopolitical leverage over Europe because of the eurozone's ongoing crisis."
anonymous

A Brief History of the Corporation: 1600 to 2100 - 1 views

www.ribbonfarm.com/...f-the-corporation-1600-to-2100

economics predictions longnow

shared by anonymous on 23 Jun 11 - Cached
  • In its 400+ year history, the corporation has achieved extraordinary things, cutting around-the-world travel time from years to less than a day, putting a computer on every desk, a toilet in every home (nearly) and a cellphone within reach of every human.  It even put a man on the Moon and kinda-sorta cured AIDS.
  • The Age of Corporations is coming to an end. The traditional corporation won’t vanish, but it will cease to be the center of gravity of economic life in another generation or two.  They will live on as religious institutions do today, as weakened ghosts of more vital institutions from centuries ago.
  • this post is mostly woven around ideas drawn from five books that provide appropriate fuel for this business-first frame. I will be citing, quoting and otherwise indirectly using these books over several future posts
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  • For a long time, I was misled by the fact that 90% of the available books frame globalization and the emergence of modernity in terms of the nation-state as the fundamental unit of analysis, with politics as the fundamental area of human activity that shapes things.
  • But the more I’ve thought about it, the more I’ve been pulled towards a business-first perspective on modernity and globalization.
  • The human world, like physics, can be reduced to four fundamental forces: culture, politics, war and business.
  • Culture is the most mysterious, illegible and powerful force.
  • But one quality makes gravity dominate at large space-time scales: gravity affects all masses and is always attractive, never repulsive.  So despite its weakness, it dominates things at sufficiently large scales. I don’t want to stretch the metaphor too far, but something similar holds true of business.
  • On the scale of days or weeks, culture, politics and war matter a lot more in shaping our daily lives.
  • Business though, as an expression of the force of unidirectional technological evolution, has a destabilizing unidirectional effect. It is technology, acting through business and Schumpeterian creative-destruction, that drives monotonic, historicist change, for good or bad. Business is the locus where the non-human force of technological change sneaks into the human sphere.
  • Culture is suspicious of technology. Politics is mostly indifferent to and above it. War-making uses it, but maintains an arms-length separation.
  • Business? It gets into bed with it. It is sort of vaguely plausible that you could switch artists, politicians and generals around with their peers from another age and still expect them to function. But there is no meaningful way for a businessman from (say) 2000 BC to comprehend what Mark Zuckerberg does, let alone take over for him. Too much magical technological water has flowed under the bridge.
  • It is business that creates the world of magic, not technology itself. And the story of business in the last 400 years is the story of the corporate form.
  • There are some who treat corporate forms as yet another technology (in this case a technology of people-management), but despite the trappings of scientific foundations (usually in psychology) and engineering synthesis (we speak of organizational “design”), the corporate form is not a technology.  It is the consequence of a social contract like the one that anchors nationhood. It is a codified bundle of quasi-religious beliefs externalized into an animate form that seeks to preserve itself like any other living creature.
  • What was new was the idea of a publicly traded joint-stock corporation, an entity with rights similar to those of states and individuals, with limited liability and significant autonomy
  • two important points about this evolution of corporations.
  • The first point is that the corporate form was born in the era of Mercantilism, the economic ideology that (zero-sum) control of land is the foundation of all economic power.
  • In politics, Mercantilism led to balance-of-power models.
  • In business, once the Age of Exploration (the 16th century) opened up the world, it led to mercantilist corporations focused on trade
  • The forces of radical technological change — the Industrial Revolution — did not seriously kick until after nearly 200 years of corporate evolution (1600-1800) in a mercantilist mold.
  • Smith was both the prophet of doom for the Mercantilist corporation, and the herald of what came to replace it: the Scumpeterian corporation.
  • The corporate form therefore spent almost 200 years — nearly half of its life to date — being shaped by Mercantilist thinking, a fundamentally zero-sum way of viewing the world.
  • It was not until after the American Civil War and the Gilded Age that businesses fundamentally reorganized around (as we will see) time instead of space, which led, as we will see, to a central role for ideas and therefore the innovation function.
  • The Black Hills Gold Rush of the 1870s, the focus of the Deadwood saga, was in a way the last hurrah of Mercantilist thinking. William Randolph Hearst, the son of gold mining mogul George Hearst who took over Deadwood in the 1870s, made his name with newspapers. The baton had formally been passed from mercantilists to schumpeterians.
    • anonymous
      anonymous on 23 Jun 11
       
      So, Mercantilism was about colonizing space. Corporatism is about colonizing time. This is a pretty useful (though arguably too-reductionist) way to latch on to the underpinning of later thoughts.
  • This divide between the two models can be placed at around 1800, the nominal start date of the Industrial Revolution, as the ideas of Renaissance Science met the energy of coal to create a cocktail that would allow corporations to colonize time.
  • The second thing to understand about the evolution of the corporation is that the apogee of power did not coincide with the apogee of reach.
  • for America, corporations employed less than 20% of the population in 1780, and over 80% in 1980, and have been declining since
  • Certainly corporations today seem far more powerful than those of the 1700s, but the point is that the form is much weaker today, even though it has organized more of our lives. This is roughly the same as the distinction between fertility of women and population growth: the peak in fertility (a per-capita number) and peak in population growth rates (an aggregate) behave differently.
  • a useful 3-phase model of the history of the corporation: the Mercantilist/Smithian era from 1600-1800, the Industrial/Schumpeterian era from 1800 – 2000 and finally, the era we are entering, which I will dub the Information/Coasean era
    • anonymous
      anonymous on 23 Jun 11
       
      I think it would be useful to map these eras against the backdrop of my previously established Generational timeline (as well as the StratFor 50-year cycle breakdown) in order to see if there are any self-supporting model elements.
  • By a happy accident, there is a major economist whose ideas help fingerprint the economic contours of our world: Ronald Coase.
  • To a large extent, the history of the first 200 years of corporate evolution is the history of the East India Company. And despite its name and nation of origin, to think of it as a corporation that helped Britain rule India is to entirely misunderstand the nature of the beast.
  • Two images hint at its actual globe-straddling, 10x-Walmart influence: the image of the Boston Tea Partiers dumping crates of tea into the sea during the American struggle for independence, and the image of smoky opium dens in China. One image symbolizes the rise of a new empire. The other marks the decline of an old one.
  • At a broader level, the EIC managed to balance an unbalanced trade equation between Europe and Asia whose solution had eluded even the Roman empire.
  • For this scheme to work, three foreground things and one background thing had to happen: the corporation had to effectively take over Bengal (and eventually all of India), Hong Kong (and eventually, all of China, indirectly) and England.
  • The background development was simpler. England had to take over the oceans and ensure the safe operations of the EIC.
  • eventually, as the threat from the Dutch was tamed, it became clear that the company actually had more firepower at its disposal than most of the nation-states it was dealing with. The realization led to the first big domino falling, in the corporate colonization of India, at the battle of Plassey.
  • The EIC was the original too-big-to-fail corporation. The EIC was the beneficiary of the original Big Bailout. Before there was TARP, there was the Tea Act of 1773 and the Pitt India Act of 1783. The former was a failed attempt to rein in the EIC, which cost Britain the American Colonies.  The latter created the British Raj as Britain doubled down in the east to recover from its losses in the west. An invisible thread connects the histories of India and America at this point. Lord Cornwallis, the loser at the Siege of Yorktown in 1781 during the revolutionary war, became the second Governor General of India in 1786.
  • But these events were set in motion over 30 years earlier, in the 1750s. There was no need for backroom subterfuge.  It was all out in the open because the corporation was such a new beast, nobody really understood the dangers it represented.
  • there was nothing preventing its officers like Clive from simultaneously holding political appointments that legitimized conflicts of interest. If you thought it was bad enough that Dick Cheney used to work for Halliburton before he took office, imagine if he’d worked there while in office, with legitimate authority to use his government power to favor his corporate employer and make as much money on the side as he wanted, and call in the Army and Navy to enforce his will. That picture gives you an idea of the position Robert Clive found himself in, in 1757.
  • The East India bubble was a turning point.
  • Over the next 70 years, political, military and economic power were gradually separated and modern checks and balances against corporate excess came into being.
  • It is not too much of a stretch to say that for at least a century and a half, England’s foreign policy was a dance in Europe in service of the EIC’s needs on the oceans.
  • Mahan’s book is the essential lens you need to understand the peculiar military conditions in the 17th and 18th centuries that made the birth of the corporation possible.)
  • The 16th century makes a vague sort of sense as the “Age of Exploration,” but it really makes a lot more sense as the startup/first-mover/early-adopter phase of the corporate mercantilism. The period was dominated by the daring pioneer spirit of Spain and Portugal, which together served as the Silicon Valley of Mercantilism. But the maritime business operations of Spain and Portugal turned out to be the MySpace and Friendster of Mercantilism: pioneers who could not capitalize on their early lead.
  • Conventionally, it is understood that the British and the Dutch were the ones who truly took over. But in reality, it was two corporations that took over: the EIC and the VOC (the Dutch East India Company,  Vereenigde Oost-Indische Compagnie, founded one year after the EIC) the Facebook and LinkedIn of Mercantile economics respectively. Both were fundamentally more independent of the nation states that had given birth to them than any business entities in history. The EIC more so than the VOC.  Both eventually became complex multi-national beasts.
  • arguably, the doings of the EIC and VOC on the water were more important than the pageantry on land.  Today the invisible web of container shipping serves as the bloodstream of the world. Its foundations were laid by the EIC.
    • anonymous
      anonymous on 23 Jun 11
       
      There was an excellent episode of the original Connections series that pointed this out, specifically focusing on the Dutch boats and the direct line to container ships and 747 cargo planes.
  • A new idea began to take its place in the early 19th century: the Schumpeterian corporation that controlled, not trade routes, but time. It added the second of the two essential Druckerian functions to the corporation: innovation.
  • I call this the “most misleading table in the world.”
  • corporations and nations may have been running on Mercantilist logic, but the undercurrent of Schumpeterian growth was taking off in Europe as early as 1500 in the less organized sectors like agriculture. It was only formally recognized and tamed in the early 1800s, but the technology genie had escaped.
  • The action shifted to two huge wildcards in world affairs of the 1800s: the newly-born nation of America and the awakening giant in the east, Russia. Per capita productivity is about efficient use of human time. But time, unlike space, is not a collective and objective dimension of human experience. It is a private and subjective one. Two people cannot own the same piece of land, but they can own the same piece of time.  To own space, you control it by force of arms. To own time is to own attention. To own attention, it must first be freed up, one individual stream of consciousness at a time.
  • The Schumpeterian corporation was about colonizing individual minds. Ideas powered by essentially limitless fossil-fuel energy allowed it to actually pull it off.
  • it is probably reaosonably safe to treat the story of Schumpeterian growth as an essentially American story.
  • In many ways the railroads solved a vastly speeded up version of the problem solved by the EIC: complex coordination across a large area.  Unlike the EIC though, the railroads were built around the telegraph, rather than postal mail, as the communication system. The difference was like the difference between the nervous systems of invertebrates and vertebrates.
  • If the ship sailing the Indian Ocean ferrying tea, textiles, opium and spices was the star of the mercantilist era, the steam engine and steamboat opening up America were the stars of the Schumpeterian era.
  • The primary effect of steam was not that it helped colonize a new land, but that it started the colonization of time. First, social time was colonized. The anarchy of time zones across the vast expanse of America was first tamed by the railroads for the narrow purpose of maintaining train schedules, but ultimately, the tools that served to coordinate train schedules: the mechanical clock and time zones, served to colonize human minds.  An exhibit I saw recently at the Union Pacific Railroad Museum in Omaha clearly illustrates this crucial fragment of history:
  • For all its sophistication, the technology of sail was mostly a very-refined craft, not an engineering discipline based on science.
  • Steam power though was a scientific and engineering invention.
  • Scientific principles about gases, heat, thermodynamics and energy applied to practical ends, resulting in new artifacts. The disempowerment of craftsmen would continue through the Schumpeterian age, until Fredrick Taylor found ways to completely strip mine all craft out of the minds of craftsmen, and put it into machines and the minds of managers.
  • It sounds awful when I put it that way, and it was, in human terms, but there is no denying that the process was mostly inevitable and that the result was vastly better products.
  • The Schumpeterian corporation did to business what the doctrine of Blitzkrieg would do to warfare in 1939: move humans at the speed of technology instead of moving technology at the speed of humans.
  • Blitzeconomics allowed the global economy to roar ahead at 8% annual growth rates instead of the theoretical 0% average across the world for Mercantilist zero-sum economics. “Progress” had begun.
  • Two phrases were invented to name the phenomenon: productivity meant shrinking autonomously-owned time. Increased standard of living through time-saving devices became code for the fact that the “freed up” time through “labor saving” devices was actually the de facto property of corporations. It was a Faustian bargain.
  • Many people misunderstood the fundamental nature of Schumpeterian growth as being fueled by ideas rather than time. Ideas fueled by energy can free up time which can then partly be used to create more ideas to free up more time. It is a positive feedback cycle,  but with a limit. The fundamental scarce resource is time. There is only one Earth worth of space to colonize. Only one fossil-fuel store of energy to dig out. Only 24 hours per person per day to turn into capitive attention.
  • Then the Internet happened, and we discovered the ability to mine time as fast as it could be discovered in hidden pockets of attention. And we discovered limits. And suddenly a new peak started to loom: Peak Attention.
  • There is certainly plenty of energy all around (the Sun and the wind, to name two sources), but oil represents a particularly high-value kind. Attention behaves the same way.
  • Take an average housewife, the target of much time mining early in the 20th century. It was clear where her attention was directed. Laundry, cooking, walking to the well for water, cleaning, were all obvious attention sinks. Washing machines, kitchen appliances, plumbing and vacuum cleaners helped free up a lot of that attention, which was then immediately directed (as corporate-captive attention) to magazines and television.
  • The point isn’t that we are running out of attention. We are running out of the equivalent of oil: high-energy-concentration pockets of easily mined fuel.
  • There is a lot more money to be made in replacing hand-washing time with washing-machine plus magazine time, than there is to be found in replacing one hour of TV with a different hour of TV.
  • . To get to Clay Shirky’s hypothetical notion of cognitive surplus, we need Alternative Attention sources. To put it in terms of per-capita productivity gains, we hit a plateau.
  • When Asia hits Peak Attention (America is already past it, I believe), absolute size, rather than big productivity differentials, will again define the game, and the center of gravity of economic activity will shift to Asia.
  • Once again, it is the oceans, rather than land, that will become the theater for the next act of the human drama. While American lifestyle designers are fleeing to Bali, much bigger things are afoot in the region. And when that shift happens, the Schumpeterian corporation, the oil rig of human attention, will start to decline at an accelerating rate. Lifestyle businesses and other oddball contraptions — the solar panels and wind farms of attention economics — will start to take over.
  • It will be the dawn of the age of Coasean growth.
  • Coasean growth is not measured in terms of national GDP growth. That’s a Smithian/Mercantilist measure of growth. It is also not measured in terms of 8% returns on the global stock market.  That is a Schumpeterian growth measure. For that model of growth to continue would be a case of civilizational cancer (“growth for the sake of growth is the ideology of the cancer cell” as Edward Abbey put it).
  • Coasean growth is fundamentally not measured in aggregate terms at all. It is measured in individual terms. An individual’s income and productivity may both actually decline, with net growth in a Coasean sense.
  • How do we measure Coasean growth? I have no idea. I am open to suggestions. All I know is that the metric will need to be hyper-personalized and relative to individuals rather than countries, corporations or the global economy. There will be a meaningful notion of Venkat’s rate of Coasean growth, but no equivalent for larger entities.
  • The fundamental scarce resource that Coasean growth discovers and colonizes is neither space, nor time. It is perspective.
  • anonymous on 23 Jun 11
     
    This is a lay friendly, amateur, mental exploration of the Corporation. It's also utterly absorbing and comes with the usual collection of caveats that we amateurs are accustomed to rattling off when we dunk ourselves into issues much bigger than ourselves. Thanks to BoingBoing, via Futurismic, for the pointer: http://www.boingboing.net/2011/06/23/a-brief-history-of-t.html http://futurismic.com/2011/06/22/a-brief-history-of-the-corporation-1600-to-2100/ "The year was 1772, exactly 239 years ago today, the apogee of power for the corporation as a business construct. The company was the British East India company (EIC). The bubble that burst was the East India Bubble. Between the founding of the EIC in 1600 and the post-subprime world of 2011, the idea of the corporation was born, matured, over-extended, reined-in, refined, patched, updated, over-extended again, propped-up and finally widely declared to be obsolete. Between 2011 and 2100, it will decline - hopefully gracefully - into a well-behaved retiree on the economic scene."
anonymous

Above the Tearline: Fallout from the bin Laden Operation - 0 views

www.stratfor.com/...ne-fallout-bin-laden-operation

geopolitics Pakistan cia

shared by anonymous on 21 Jun 11 - Cached
  • When the CIA operates overseas, they are primarily focused on developing human assets, foreign nationals, in four categories. The first would be the intelligence services; number two would be within the military services; number three would be the diplomatic corps of that respective country; and the fourth being the police or security services.
  • In most cases, the CIA develops informants in foreign countries simply by paying them, giving them cash under the table to provide that information to them. I would also think that due to the highly compartmented nature of this case that the individuals that were being used inside the Pakistani government to provide information were used in an unwitting fashion, meaning they would have no idea that bin Laden was the target set.
  • Another aspect to this story would be it is highly probable that the ISI, the Pakistani intelligence service, conducted their own internal security investigation — some would call it a witch hunt — to identify two different things: one, who helped hide bin Laden, if anybody; and the second being who has helped the CIA.
  • anonymous on 21 Jun 11
     
    "Vice President of Intelligence Fred Burton uses the arrest of five Pakistani nationals for helping the CIA with the bin Laden safe-house surveillance to examine how the CIA operates in foreign countries."
anonymous

The Crisis of the Middle Class and American Power - 0 views

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shared by anonymous on 07 Jan 14 - No Cached
  • At the same time, I would agree that the United States faces a potentially significant but longer-term geopolitical problem deriving from economic trends.
  • The threat to the United States is the persistent decline in the middle class' standard of living, a problem that is reshaping the social order that has been in place since World War II and that, if it continues, poses a threat to American power.
  • The median household income of Americans in 2011 was $49,103. Adjusted for inflation, the median income is just below what it was in 1989 and is $4,000 less than it was in 2000.
  • ...49 more annotations...
  • It is also vital to consider not the difference between 1990 and 2011, but the difference between the 1950s and 1960s and the 21st century. This is where the difference in the meaning of middle class becomes most apparent.
  • In the 1950s and 1960s, the median income allowed you to live with a single earner -- normally the husband, with the wife typically working as homemaker -- and roughly three children. It permitted the purchase of modest tract housing, one late model car and an older one. It allowed a driving vacation somewhere and, with care, some savings as well. I know this because my family was lower-middle class, and this is how we lived, and I know many others in my generation who had the same background. It was not an easy life and many luxuries were denied us, but it wasn't a bad life at all.
  • Someone earning the median income today might just pull this off, but it wouldn't be easy. Assuming that he did not have college loans to pay off but did have two car loans to pay totaling $700 a month, and that he could buy food, clothing and cover his utilities for $1,200 a month, he would have $1,400 a month for mortgage, real estate taxes and insurance, plus some funds for fixing the air conditioner and dishwasher.
  • At a 5 percent mortgage rate, that would allow him to buy a house in the $200,000 range. He would get a refund back on his taxes from deductions but that would go to pay credit card bills he had from Christmas presents and emergencies. It could be done, but not easily and with great difficulty in major metropolitan areas. And if his employer didn't cover health insurance, that $4,000-5,000 for three or four people would severely limit his expenses. And of course, he would have to have $20,000-40,000 for a down payment and closing costs on his home. There would be little else left over for a week at the seashore with the kids.
  • And this is for the median. Those below him -- half of all households -- would be shut out of what is considered middle-class life, with the house, the car and the other associated amenities.
  • I should pause and mention that this was one of the fundamental causes of the 2007-2008 subprime lending crisis. People below the median took out loans with deferred interest with the expectation that their incomes would continue the rise that was traditional since World War II.
  • The caricature of the borrower as irresponsible misses the point. The expectation of rising real incomes was built into the American culture, and many assumed based on that that the rise would resume in five years. When it didn't they were trapped, but given history, they were not making an irresponsible assumption.
  • American history was always filled with the assumption that upward mobility was possible. The Midwest and West opened land that could be exploited, and the massive industrialization in the late 19th and early 20th centuries opened opportunities. There was a systemic expectation of upward mobility built into American culture and reality.
  • The Great Depression was a shock to the system, and it wasn't solved by the New Deal, nor even by World War II alone. The next drive for upward mobility came from post-war programs for veterans, of whom there were more than 10 million. These programs were instrumental in creating post-industrial America, by creating a class of suburban professionals. There were three programs that were critical:
  • The GI Bill, which allowed veterans to go to college after the war, becoming professionals frequently several notches above their parents.
  • The part of the GI Bill that provided federally guaranteed mortgages to veterans, allowing low and no down payment mortgages and low interest rates to graduates of publicly funded universities.
  • The federally funded Interstate Highway System, which made access to land close to but outside of cities easier, enabling both the dispersal of populations on inexpensive land (which made single-family houses possible) and, later, the dispersal of business to the suburbs.
  • There were undoubtedly many other things that contributed to this, but these three not only reshaped America but also created a new dimension to the upward mobility that was built into American life from the beginning.
  • there was consensus around the moral propriety of the programs.
  • The subprime fiasco was rooted in the failure to understand that the foundations of middle class life were not under temporary pressure but something more fundamental.
  • the rise of the double-income family corresponded with the decline of the middle class.
  • But there was, I think, the crisis of the modern corporation.
  • Over the course of time, the culture of the corporation diverged from the realities, as corporate productivity lagged behind costs and the corporations became more and more dysfunctional and ultimately unsupportable.
  • In addition, the corporations ceased focusing on doing one thing well and instead became conglomerates, with a management frequently unable to keep up with the complexity of multiple lines of business.
  • Everything was being reinvented. Huge amounts of money, managed by people whose specialty was re-engineering companies, were deployed. The choice was between total failure and radical change. From the point of view of the individual worker, this frequently meant the same thing: unemployment.
  • From the view of the economy, it meant the creation of value whether through breaking up companies, closing some of them or sending jobs overseas. It was designed to increase the total efficiency, and it worked for the most part.
  • This is where the disjuncture occurred. From the point of view of the investor, they had saved the corporation from total meltdown by redesigning it. From the point of view of the workers, some retained the jobs that they would have lost, while others lost the jobs they would have lost anyway. But the important thing is not the subjective bitterness of those who lost their jobs, but something more complex.
  • As the permanent corporate jobs declined, more people were starting over. Some of them were starting over every few years as the agile corporation grew more efficient and needed fewer employees. That meant that if they got new jobs it would not be at the munificent corporate pay rate but at near entry-level rates in the small companies that were now the growth engine.
  • As these companies failed, were bought or shifted direction, they would lose their jobs and start over again. Wages didn't rise for them and for long periods they might be unemployed, never to get a job again in their now obsolete fields, and certainly not working at a company for the next 20 years.
  • The restructuring of inefficient companies did create substantial value, but that value did not flow to the now laid-off workers. Some might flow to the remaining workers, but much of it went to the engineers who restructured the companies and the investors they represented.
  • Statistics reveal that, since 1947 (when the data was first compiled), corporate profits as a percentage of gross domestic product are now at their highest level, while wages as a percentage of GDP are now at their lowest level.
  • It was not a question of making the economy more efficient -- it did do that -- it was a question of where the value accumulated. The upper segment of the wage curve and the investors continued to make money. The middle class divided into a segment that entered the upper-middle class, while another faction sank into the lower-middle class.
  • American society on the whole was never egalitarian. It always accepted that there would be substantial differences in wages and wealth. Indeed, progress was in some ways driven by a desire to emulate the wealthy. There was also the expectation that while others received far more, the entire wealth structure would rise in tandem. It was also understood that, because of skill or luck, others would lose.
  • What we are facing now is a structural shift, in which the middle class' center, not because of laziness or stupidity, is shifting downward in terms of standard of living. It is a structural shift that is rooted in social change (the breakdown of the conventional family) and economic change (the decline of traditional corporations and the creation of corporate agility that places individual workers at a massive disadvantage).
    • anonymous
      anonymous on 07 Jan 14
       
      I would revise: "(breakdown of the contentional family) is too unclear. The 'conventional family' that Friedman notes was very much outlier behavior for most Americans. Having enough money for a wife to stay home was an unprecedented situation in American history.
  • The inherent crisis rests in an increasingly efficient economy and a population that can't consume what is produced because it can't afford the products. This has happened numerous times in history, but the United States, excepting the Great Depression, was the counterexample.
  • In political debates, someone must be blamed. In reality, these processes are beyond even the government's ability to control. On one hand, the traditional corporation was beneficial to the workers until it collapsed under the burden of its costs. On the other hand, the efficiencies created threaten to undermine consumption by weakening the effective demand among half of society.
  • The greatest danger is one that will not be faced for decades but that is lurking out there.
    • anonymous
      anonymous on 07 Jan 14
       
      One decade, but not two, if you ask me.
  • The United States was built on the assumption that a rising tide lifts all ships. That has not been the case for the past generation, and there is no indication that this socio-economic reality will change any time soon.
  • That means that a core assumption is at risk. The problem is that social stability has been built around this assumption -- not on the assumption that everyone is owed a living, but the assumption that on the whole, all benefit from growing productivity and efficiency.
  • If we move to a system where half of the country is either stagnant or losing ground while the other half is surging, the social fabric of the United States is at risk, and with it the massive global power the United States has accumulated.
    • anonymous
      anonymous on 07 Jan 14
       
      Which is why this is an effective tactic for linking 'evil Socialist' programs to national security.
  • Other superpowers such as Britain or Rome did not have the idea of a perpetually improving condition of the middle class as a core value. The United States does. If it loses that, it loses one of the pillars of its geopolitical power.
  • The left would argue that the solution is for laws to transfer wealth from the rich to the middle class. That would increase consumption but, depending on the scope, would threaten the amount of capital available to investment by the transfer itself and by eliminating incentives to invest. You can't invest what you don't have, and you won't accept the risk of investment if the payoff is transferred away from you.
  • The right will argue that allowing the free market to function will fix the problem.
  • The free market doesn't guarantee social outcomes, merely economic ones.
  • In other words, it may give more efficiency on the whole and grow the economy as a whole, but by itself it doesn't guarantee how wealth is distributed.
  • The left cannot be indifferent to the historical consequences of extreme redistribution of wealth. The right cannot be indifferent to the political consequences of a middle-class life undermined, nor can it be indifferent to half the population's inability to buy the products and services that businesses sell.
  • The most significant actions made by governments tend to be unintentional.
    • anonymous
      anonymous on 07 Jan 14
       
      Unintended consequences: A thing that always happens but which politicians are allergic to.
  • The GI Bill was designed to limit unemployment among returning serviceman; it inadvertently created a professional class of college graduates.
  • The VA loan was designed to stimulate the construction industry; it created the basis for suburban home ownership.
  • The Interstate Highway System was meant to move troops rapidly in the event of war; it created a new pattern of land use that was suburbia.
  • The United States has been a fortunate country, with solutions frequently emerging in unexpected ways.
  • It would seem to me that unless the United States gets lucky again, its global dominance is in jeopardy. Considering its history, the United States can expect to get lucky again, but it usually gets lucky when it is frightened.
  • And at this point it isn't frightened but angry, believing that if only its own solutions were employed, this problem and all others would go away.
  • I am arguing that the conventional solutions offered by all sides do not yet grasp the magnitude of the problem -- that the foundation of American society is at risk -- and therefore all sides are content to repeat what has been said before.
  • anonymous on 07 Jan 14
     
    "When I wrote about the crisis of unemployment in Europe, I received a great deal of feedback. Europeans agreed that this is the core problem while Americans argued that the United States has the same problem, asserting that U.S. unemployment is twice as high as the government's official unemployment rate. My counterargument is that unemployment in the United States is not a problem in the same sense that it is in Europe because it does not pose a geopolitical threat. The United States does not face political disintegration from unemployment, whatever the number is. Europe might."
anonymous

Borderlands: Hungary Maneuvers - 0 views

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shared by anonymous on 20 May 14 - No Cached
  • For me, Hungarian was my native language. Stickball was my culture. For my parents, Hungarian was their culture. Hungary was the place where they were young, and their youth was torn away from them.
  • For them, it was always the Germans who were guilty for unleashing the brutishness in the Hungarians.
  • This was my parents' view: Except for the Germans, the vastness of evil could not have existed. I was in no position to debate them.
  • ...34 more annotations...
  • This debate has re-entered history through Hungarian politics.
  • Some have accused Prime Minister Viktor Orban of trying to emulate a man named Miklos Horthy, who ruled Hungary before and during World War II.
  • It has become a metaphor for the country today, and Hungarians are divided with earnest passion on an old man long dead.
  • Adm. Miklos Horthy, a regent to a non-existent king and an admiral in the forgotten Austro-Hungarian navy, governed Hungary between 1920 and 1944.
  • Horthy ruled a country that was small and weak. Its population was 9.3 million in 1940. Horthy's goal was to preserve its sovereignty in the face of the rising power of Adolf Hitler and Josef Stalin. Caught between the two -- and by this I mean that both prized Hungary for its strategic position in the Carpathian Basin -- Hungary had few options.
  • Horthy's strategy meant a great deal to the Jews. He was likely no more anti-Semitic than any member of his class had to be. He might not hire a Jew, but he wasn't going to kill one. This was different from the new style of anti-Semitism introduced by Hitler, which required mass murder.
  • Thousands were killed early on, and anti-Jewish laws were passed. But thousands are not hundreds of thousands or millions, and in that time and place it was a huge distinction.
  • Horthy conceded no more than he had to, but what he had to do he did. Some say it was opportunism, others mere cowardice of chance. Whatever it was, while it lasted, Hungary was not like Poland or even France. The Jews were not handed over to the Germans.
  • Horthy fell from his tightrope on March 19, 1944. Realizing Germany was losing the war, Horthy made peace overtures to the Soviets. They were coming anyway, so he might as well welcome them.
  • Hitler, of course, discovered this and occupied Hungary
  • Horthy signed off on this. But that signature, as he pointed out, was meaningless. The Germans were there, they could do as they wanted, and his signature was a meaningless act that spared his sons' lives.
  • My parents were grateful to Horthy. For them, without him, the Holocaust would have come to Hungary years earlier. He did not crush the Hungarian Nazis, but he kept them at bay. He did not turn on Hitler, but he kept him at bay.
  • What Horthy did was the dirty work of decency.
  • He made deals with devils to keep the worst things from happening.
  • Hungary is in a very different position today, but its circumstances still bear similarities to Horthy's time.
  • This is the old argument about Horthy, and in fact, in Hungary there is a raging argument about Horthy's role that is really about Orban. Is Orban, like Horthy, doing the least he can to avoid a worse catastrophe, or is he secretly encouraging Jobbik and hastening disaster?
  • This discussion, like all discussions regarding Budapest, is framed by the tenuous position of Hungary in the world.
  • Orban sees the European Union as a massive failure. The great depression in Mediterranean Europe, contrasted with German prosperity, is simply the repeat of an old game.
  • Hungary is in the east, in the borderland between the European Peninsula and Russia. The Ukrainian crisis indicates that the tension in the region is nearing a flashpoint. He must guide Hungary somewhere.
  • There is little support from Hungary's west, other than mostly hollow warnings. He knows that the Germans will not risk their prosperity to help stabilize the Hungarian economy or its strategic position.
  • Nor does he expect the Americans to arrive suddenly and save the day.
  • The Ukrainian crisis can only be understood in terms of the failure of the European Union. Germany is doing well, but it isn't particularly willing to take risks. The rest of northern Europe has experienced significant unemployment, but it is Mediterranean Europe that has been devastated by unemployment. The European financial crisis has morphed into the European social crisis, and that social crisis has political consequences.
  • The middle class, and those who thought they would rise to the middle class, have been most affected.
  • The contrast between the euphoric promises of the European Union and the more meager realities has created movements that are challenging not only membership in the European Union but also the principle of the bloc
  • Compound this with the re-emergence of a Russian threat to the east, and everyone on Ukraine's border begins asking who is coming to help them. The fragmentation of Europe nationally and socially weakens Europe to the point of irrelevance. This is where the failure of the European Union and the hollowing out of NATO become important. Europe has failed economically. If it also fails militarily, then what does it all matter? Europe is back where it started, and so is Hungary.
  • Orban is a rare political leader in Europe. He is quite popular, but he is in a balancing act.
  • To his left are the Europeanists, who see all his actions as a repudiation of liberal democracy. On the right is a fascist party that won 20 percent in the last election. Between these two forces, Hungary could tear itself apart. It is in precisely this situation that Weimar Germany failed.
  • Orban knows what Horthy did as well. Hungary, going up against both Germany and Russia, needs to be very subtle. Hungary is already facing Germany's policy toward liberal integration within the European Union, which fundamentally contradicts Hungary's concept of an independent state economy.
  • Orban's strategy is to create an economy with maximum distance from Europe without breaking with it, and one in which the state exerts its power.
  • This is not what the Germans want to see.
  • I think Orban anticipated this as he saw the European Union flounder earlier in the decade. He saw the fragmentation and the rise of bitterness on all sides. He constructed a regime that appalled the left, which thought that without Orban, it would all return to the way it was before, rather than realizing that it might open the door to the further right. He constructed a regime that would limit the right's sense of exclusion without giving it real power.
  • if the United States enters the fray, it will not happen soon, and it will be even later before its role is decisive.
  • For Horthy, the international pressure finally overwhelmed him, and the German occupation led to a catastrophe that unleashed the right, devastated the Jews and led to a Russian invasion and occupation that lasted half a century. But how many lives did Horthy save by collaborating with Germany? He bought time, if nothing else.
  • Orban isn't Horthy by any means, but their situations are similar. Hungary is a country of enormous cultivation and fury. It is surrounded by disappointments that can become dangers. Europe is not what it promised it would be. Russia is not what Europeans expected it to be. Within and without the country, the best Orban can do is balance, and those who balance survive but are frequently reviled.
  • anonymous on 20 May 14
     
    "I am writing this from Budapest, the city in which I was born. I went to the United States so young that all my memories of Hungary were acquired later in life or through my family, whose memories bridged both world wars and the Cold War, all with their attendant horrors. My own deepest memory of Hungary comes from my parents' living room in the Bronx. My older sister was married in November 1956. There was an uprising against the Soviets at the same time, and many of our family members were still there. After the wedding, we returned home and saw the early newspapers and reports on television. My parents discovered that some of the heaviest fighting between the revolutionaries and Soviets had taken place on the street where my aunts lived. A joyous marriage, followed by another catastrophe -- the contrast between America and Hungary. That night, my father asked no one in particular, "Does it ever end?" The answer is no, not here. Which is why I am back in Budapest."
anonymous

Traveling Through Multiple Europes - 0 views

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shared by anonymous on 06 Nov 14 - No Cached
  • The crisis is having an uneven effect on EU member states because the eurozone locks countries with different levels of economic development into the same currency union.
  • Europe's geography helps explain these differences: Countries in the south have traditionally dealt with high capital costs and low capital-generation capacity, while countries in the north have seen the opposite.
  • Merely moving people and goods from point to point on the Iberian Peninsula has always posed formidable challenges for governments and traders.
  • ...14 more annotations...
  • In contrast, most of Germany is flat.
  • The lack of any real physical borders to the east and west also helps explain Germany's historical conflict with its neighbors.
  • The same geography that made Germany a place of conflict also explains its economic power: Germany is the center of Europe from almost every possible point of view.
  • Greece is a rugged country with narrow coastal plains that swiftly give way to mountains.
  • Greece's extremely fragmented geography and its strategic position on the eastern Mediterranean helps explain why it has struggled throughout history to get anything done.
  • Whenever I'm in a foreign country, I make an effort to visit bookstores because the books people read and write offer insights into the social mood.
  • In an Oporto bookstore, among the bestsellers was a book called We Are Not Germans, while a Rome bookstore had a book called It's Not Worth a Lira, a plea to leave the euro and return to Italy's old currency, that appeared to be quite popular.
  • Germany is seen as a country where everything works and governments are efficient. On the other hand, it is also seen as a hegemon that doesn't understand or care about the situation in the nations it is trying to lead.
  • While conservative forces are moving to the right and nationalist forces are gaining strength, the center-left is going through an identity crisis that is generating frictions within the parties and confusing their traditional voters
  • The irony is that the same process that is creating political and social tensions in Europe's core is helping to mitigate the negative effects of a demographic change.
  • Poland was a country confident about its economic strength but worried about its future. History has given the Poles a deep understanding of geopolitics and too many reasons to be worried about the events beyond their borders.
  • The Poles are proud of being members of the European Union, but they are not completely confident that Brussels will come to their rescue should the crisis with Russia escalate.
  • . The crisis has now reached a point where its two main players are under extreme pressure. Germany joined the eurozone under the assumption that no bailouts would be given to nations in distress and no monetization of debt would take place. France joined the eurozone under the assumption that it would remain the political leader of Europe. The crisis has put all the promises and agreements that supported the Franco-German unity in doubt.
  • Europeanists believe that things would be much better if the European Union became a true federation. They are probably right. The question is how to accomplish this.
  • anonymous on 06 Nov 14
     
    "Europe is overcrowded with people and with nations. Six decades ago, the need to suppress the dangerous forces of nationalism led to the unprecedented political, economic and social experiment now known as the European Union."
anonymous

Seeking the Future of Europe in the Ancient Hanseatic League - 0 views

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shared by anonymous on 11 Dec 14 - Cached
  • anonymous on 11 Dec 14
     
    "A bargain, forged in the fires of 2012's economic emergency, has defined the European Union for the past two years. It was an agreement made between two sides that can be defined in several terms - the center and the periphery, the north and the south, the producers and the consumers - but essentially one side, led by Germany, provided finance, while the other, fronted by Spain, Portugal, Ireland and Greece, promised change. In order to gauge this arrangement's chances of ultimately succeeding, it is important to understand what Germany was hoping to achieve with its conditional financing. The answer to that question lies in Germany's own history. "
anonymous

Thanksgiving and Puritan Geopolitics in the Americas - 0 views

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shared by anonymous on 11 Dec 14 - No Cached
  • anonymous on 11 Dec 14
     
    "The first winter took many of the English at Plymouth. By fall 1621, only 53 remained of the 132 who had arrived on the Mayflower. But those who had survived brought in a harvest. And so, in keeping with tradition, the governor called the living 53 together for a three-day harvest feast, joined by more than 90 locals from the Wampanoag tribe. The meal was a moment to recognize the English plantation's small step toward stability and, hopefully, profit. This was no small thing. A first, deadly year was common. Getting through it was an accomplishment. England's successful colony of Virginia had had a massive death toll - of the 8,000 arrivals between 1607 and 1625, only 15 percent lived."
anonymous

The Islamic State Reshapes the Middle East - 0 views

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shared by anonymous on 11 Dec 14 - No Cached
  • anonymous on 11 Dec 14
     
    "Nuclear talks with Iran have failed to yield an agreement, but the deadline for a deal has been extended without a hitch. What would have been a significant crisis a year ago, replete with threats and anxiety, has been handled without drama or difficulty. This new response to yet another failure to reach an accord marks a shift in the relationship between the United States and Iran, a shift that can't be understood without first considering the massive geopolitical shifts that have taken place in the Middle East, redefining the urgency of the nuclear issue."
anonymous

The Top Five Events in 2014 - 0 views

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shared by anonymous on 05 Jan 15 - No Cached
  • anonymous on 05 Jan 15
     
    "'Tis the season to make lists, and a list shall be made. We tend to see each year as extraordinary, and in some senses, each year is. But in a broader sense, 2014 was merely another year in a long chain of human triumph and misery. Wars have been waged, marvelous things have been invented, disease has broken out, and people have fallen in love. Nonetheless, lists are called for, and this is my list of the five most important events of 2014."
anonymous

Gaming Israel and Palestine - 0 views

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shared by anonymous on 29 Jul 14 - Cached
  • The most interesting aspect of this war is that both sides apparently found it necessary, despite knowing it would have no definitive military outcome.
  • An argument of infinite regression always rages as to the original sin: Who committed the first crime?
  • For the Palestinians, the original crime was the migration into the Palestinian mandate by Jews, the creation of the State of Israel and the expulsion of Arabs from that state.
  • ...20 more annotations...
  • For Israel, the original sin came after the 1967 war, during which Israel captured the West Bank, Gaza, the Golan Heights and East Jerusalem.
  • Cease-fires are the best that anyone can hope for.
  • Under these circumstances, the Gaza war is in some sense a matter of housekeeping. For Hamas, the point of the operation is demonstrating it can fire rockets at Israel.
  • For the Israelis, the point of the operation is that they are willing to carry it out at all.
  • Israel can't go far enough to break the Palestinian will to resist; it is dependent on a major third-party state to help meet Israeli security needs. This creates an inherent contradiction whereby Israel receives enough American support to guarantee its existence but because of humanitarian concerns is not allowed to take the kind of decisive action that might solve its security problem.
  • The question therefore is not what the point of all this is -- although that is a fascinating subject -- but where all this ends.
  • Palestine has two population centers, Gaza and the West Bank, which are detached from one another.
  • Within its current borders, a viable Palestine is impossible to imagine.
  • Given its history, Israel is unlikely to take that risk unless it had the right to oversee security in the West Bank in some way. That in turn would undermine Palestinian sovereignty.
  • Geography simply won't permit two sovereign states. In this sense, the extremists on both sides are more realistic than the moderates. But that reality encounters other problems. 
  • Currently, Israel is as secure as it is ever likely to be
  • Israel can't radically shift its demography. But several evolutions in the region could move against Israel.
  • there are many things that could weaken Israel -- some substantially. Each may appear far-fetched at the moment, but everything in the future seems far-fetched.
  • Israel is now as strong as it is going to be. But Israel does not think that it can reach an accommodation with the Palestinians that would guarantee Israeli national security, a view based on a realistic reading of geography.
  • In these circumstances, the Israeli strategy is to maintain its power at a maximum level and use what influence it has to prevent the emergence of new threats. From this perspective, the Israeli strategy on settlements makes sense. If there will be no talks, and Israel must maintain its overwhelming advantage, creating strategic depth in the West Bank is sensible; it would be less sensible if there were a possibility of a peace treaty.
    • anonymous
      anonymous on 29 Jul 14
       
      What is sensible is horrifying. How mundane?
  • The primary Palestinian problem will be to maintain itself as a distinct entity with sufficient power to resist an Israeli assault for some time. Any peace treaty would weaken the Palestinians by pulling them into the Israeli orbit and splitting them up.
  • By refusing a peace treaty, they remain distinct, if divided. That guarantees they will be there when circumstances change.
  • Israel's major problem is that circumstances always change.
  • Time is not on Israel's side. At some point, something will likely happen to weaken its position, while it is unlikely that anything will happen to strengthen its position. That normally would be an argument for entering negotiations, but the Palestinians will not negotiate a deal that would leave them weak and divided, and any deal that Israel could live with would do just that.
  • The Palestinians need to maintain solidarity for the long haul. The Israelis need to hold their strategic superiority as long as they can.
  • anonymous on 29 Jul 14
     
    "We have long argued that the Arab-Israeli conflict is inherently insoluble. Now, for the third time in recent years, a war is being fought in Gaza. The Palestinians are firing rockets into Israel with minimal effect. The Israelis are carrying out a broader operation to seal tunnels along the Gaza-Israel boundary. Like the previous wars, the current one will settle nothing. The Israelis want to destroy Hamas' rockets. They can do so only if they occupy Gaza and remain there for an extended period while engineers search for tunnels and bunkers throughout the territory. This would generate Israeli casualties from Hamas guerrillas fighting on their own turf with no room for retreat. So Hamas will continue to launch rockets, but between the extreme inaccuracy of the rockets and Israel's Iron Dome defense system, the group will inflict little damage to the Israelis."
anonymous

The Virtue of Subtlety: A U.S. Strategy Against the Islamic State - 0 views

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shared by anonymous on 09 Sep 14 - Cached
  • It is important for a president to know when he has no strategy. It is not necessarily wise to announce it, as friends will be frightened and enemies delighted.
  • A president must know what it is he does not know, and he should remain calm in pursuit of it, but there is no obligation to be honest about it.
  • Strategy is something that emerges from reality, while tactics might be chosen.
  • ...24 more annotations...
  • Given the situation, the United States has an unavoidable strategy.
  • The United States has been concerned about the status of Russia ever since U.S. President Theodore Roosevelt negotiated the end of the Russo-Japanese war in 1905. The United States has been concerned about the Middle East since U.S. President Dwight D. Eisenhower forced the British to retreat from Suez in 1956. As a result, the United States inherited -- or seized -- the British position.
  • A national strategy emerges over the decades and centuries. It becomes a set of national interests into which a great deal has been invested, upon which a great deal depends and upon which many are counting. Presidents inherit national strategies, and they can modify them to some extent. But the idea that a president has the power to craft a new national strategy both overstates his power and understates the power of realities crafted by all those who came before him.
  • The American strategy is fixed: Allow powers in the region to compete and balance against each other. When that fails, intervene with as little force and risk as possible.
  • For example, the conflict between Iran and Iraq canceled out two rising powers until the war ended. Then Iraq invaded Kuwait and threatened to overturn the balance of power in the region. The result was Desert Storm.
  • This strategy provides a model. In the Syria-Iraq region, the initial strategy is to allow the regional powers to balance each other, while providing as little support as possible to maintain the balance of power.
  • For the United States, there is no threat to sovereignty, but that makes the process harder: Great powers can tend to be casual because the situation is not existential. This increases the cost of doing what is necessary.
  • The American experience in Iraq highlighted the problems with counterinsurgency or being caught in a local civil war. The idea of major intervention assumes that this time it will be different. This fits one famous definition of insanity.
  • There is then the special case of the Islamic State. It is special because its emergence triggered the current crisis. It is special because the brutal murder of two prisoners on video showed a particular cruelty. And it is different because its ideology is similar to that of al Qaeda, which attacked the United States. It has excited particular American passions.
  • the fragmentation of Iraq into Shiite, Sunni and Kurdish regions was well underway before the Islamic State, and jihadism was deeply embedded in the Sunni community a long time ago.
  • Finally, the Islamic State -- engaged in war with everyone around it -- is much less dangerous to the United States than a small group with time on its hands, planning an attack.
  • In any event, if the Islamic State did not exist, the threat to the United States from jihadist groups in Yemen or Libya or somewhere inside the United States would remain.
  • Because the Islamic State operates to some extent as a conventional military force, it is vulnerable to U.S. air power.
  • There is no reason not to bomb the Islamic State's forces and leaders. They certainly deserve it. But there should be no illusion that bombing them will force them to capitulate or mend their ways.
  • In the first place, is it really a problem for the United States? The American interest is not stability but the existence of a dynamic balance of power in which all players are effectively paralyzed so that no one who would threaten the United States emerges.
  • The United States does not have the force needed to occupy Iraq and Syria at the same time. The demographic imbalance between available forces and the local population makes that impossible.
  • The Turks are emerging as a regional power. Their economy has grown dramatically in the past decade, their military is the largest in the region, and they are part of the Islamic world. Their government is Islamist but in no way similar to the Islamic State, which concerns Ankara.
  • The United States must turn this from a balance of power between Syria and Iraq to a balance of power among this trio of regional powers. They have far more at stake and, absent the United States, they have no choice but to involve themselves. They cannot stand by and watch a chaos that could spread to them.
  • It is impossible to forecast how the game is played out. What is important is that the game begins.
  • The Turks do not trust the Iranians, and neither is comfortable with the Saudis. They will cooperate, compete, manipulate and betray, just as the United States or any country might do in such a circumstance.
  • The point is that there is a tactic that will fail: American re-involvement. There is a tactic that will succeed: the United States making it clear that while it might aid the pacification in some way, the responsibility is on regional powers. The inevitable outcome will be a regional competition that the United States can manage far better than the current chaos.
  • It is not clear why he thinks those NATO countries -- with the exception of Turkey -- will spend their national treasures and lives to contain the Islamic State, or why the Islamic State alone is the issue.
  • U.S. strategy is sound. It is to allow the balance of power to play out, to come in only when it absolutely must -- with overwhelming force, as in Kuwait -- and to avoid intervention where it cannot succeed.
  • In this case the tactic is not direct intervention by the United States, save as a satisfying gesture to avenge murdered Americans. But the solution rests in doing as little as possible and forcing regional powers into the fray, then in maintaining the balance of power in this coalition.
  • anonymous on 09 Sep 14
     
    "U.S. President Barack Obama said recently that he had no strategy as yet toward the Islamic State but that he would present a plan on Wednesday. It is important for a president to know when he has no strategy. It is not necessarily wise to announce it, as friends will be frightened and enemies delighted. A president must know what it is he does not know, and he should remain calm in pursuit of it, but there is no obligation to be honest about it."
anonymous

Why Moldova Urgently Matters - 0 views

www.stratfor.com/...why-moldova-urgently-matters

shared by anonymous on 10 Jul 14 - Cached
  • The president ran his finger over a map showing how Romania's neighbors such as Bulgaria and Hungary were almost completely dependent on Russian natural gas, while Romania -- because of its own hydrocarbon reserves -- still has a significant measure of independence. In the 21st century, the president explained, Gazprom is more dangerous than the Russian army.
  • The national security adviser then added: "Putin is not an apparatchik; he is a former intelligence officer," implying that Putin will act subtly. Putin's Russia will not fight conventionally for territory in the former satellite states, but unconventionally for hearts and minds, Fota went on. "Putin knows that the flaw of the Soviet Union was that it did not have soft power."
  • Thus, Moscow's strategy is about taking over countries from within. In this battle, it is precisely during the quiet periods, when an issue like Ukraine drifts off the front pages because of the Middle East, for example, that we should be worried.
  • ...9 more annotations...
  • With this in mind I traveled to Iasi on Romania's northeastern frontier with Moldova. There I met Iasi's county council president, Cristian Mihai Adomnitei
  • "In his heart, he is a Bolshevik. He knows that you can conquer vast territories without big armies."
  • From Iasi I crossed the Prut River into Moldova -- historic Bessarabia, a territory that has been traded back and forth through the centuries between Romania and Russia but that, since the collapse of the Soviet Union in 1991, has been independent.
  • Witness Balti, a city in northern Moldova, heralded by Soviet-era apartment buildings that resemble yellowing teeth. Here I met a local politician, Cecilia Graur, who told me that, "everyone is afraid. The situation in eastern Ukraine could happen here. We all know this because of our own divisions," political, ethnic and linguistic. "People talk about it all the time."
  • Comrat, in southern Moldova, is home to the Christian Orthodox and Russian-speaking Turkic Gagauz -- a potential fifth column that Putin could use to undermine Moldova. Vitaliy Kyurkchu, a local Gagauz politician, told me that with 160,000 Gagauz in Moldova and 40,000 over the border in Ukraine, "we have ongoing kitchen discussions -- discussions mainly among ourselves, I mean -- about the creation of a Greater Gagauzia" should Moldova and Ukraine weaken or ever collapse.
  • This was dangerous irredentism, of course. The Gagauz themselves are uncertain about their origins. Local identity is so complex that Georgetown's Charles King, among the leading experts in the field, calls nationality in Moldova a "decidedly negotiable proposition."
  • Then there is Transdniestria, a sliver of territory east of the Dniester River that is officially part of Moldova but that, with its heavily ethnic Russian population, seceded from Moldova after a brief war in the early 1990s. Transdniestria is now packed with Russian troops to act as a hammer against Moldova should the latter ever want to pivot toward the West. Transdniestria is the kind of legally murky, ill-defined smugglers' paradise that Putin wants to see multiply in eastern Ukraine.
  • For weeks I traveled around Moldova. Indeed, the common theme everywhere was that Russia is a reality while the West is only a geopolitical concept.
  • I am not here providing a fully fleshed-out policy toward Moldova or the other states facing Russia. I am saying only that there are incalculable human costs to Western inaction. And Western action must mean a whole-of-government approach -- political, intelligence, economics and so forth -- in order to counter what the Russians are doing.
  • anonymous on 10 Jul 14
     
    ""NATO's Article 5 offers little protection against Vladimir Putin's Russia," Iulian Fota, Romania's presidential national security adviser, told me on a recent visit to Bucharest. "Article 5 protects Romania and other Eastern European countries against a military invasion. But it does not protect them against subversion," that is, intelligence activities, the running of criminal networks, the buying-up of banks and other strategic assets, and indirect control of media organs to undermine public opinion. Moreover, Article 5 does not protect Eastern Europe against reliance on Russian energy. As Romanian President Traian Basescu told me, Romania is a somewhat energy-rich island surrounded by a Gazprom empire."
anonymous

Reflections on an Unforgiving Day - 0 views

www.stratfor.com/...reflections-unforgiving-day

Pocket

shared by anonymous on 18 Jul 14 - No Cached
  • anonymous on 18 Jul 14
     
    We ate breakfast to the news that an airliner had crashed in Ukraine. We had lunch to the news that Israel had invaded Gaza. An airliner crashing is perhaps more impactful than an invasion.
  • anonymous on 18 Jul 14
     
    We ate breakfast to the news that an airliner had crashed in Ukraine. We had lunch to the news that Israel had invaded Gaza. An airliner crashing is perhaps more impactful than an invasion.
anonymous

The Military Reality of Israel's Operation in Gaza Sets In - 0 views

www.stratfor.com/...ty-israels-operation-gaza-sets

shared by anonymous on 17 Jul 14 - Cached
  • Palestinian militants have launched more than 1,200 rockets, but their limited range and accuracy combined with Israeli defensive capabilities have led to only one civilian death, less than 100 further casualties and disruptions to daily life over the past week.
  • Conversely, Israel Defense Forces have struck more than 1,500 targets in Gaza, inflicting much heavier destruction on the militants.
  • On the surface, the exchange of fire might seem balanced, but conflicts are measured by more than aggregate numbers of casualties and explosions.
  • ...5 more annotations...
  • Much of this cyclical nature is because both sides are operating under serious limitations, preventing either from gaining "victory" or some form of permanent resolution.
  • For Israel there are two main limitations. The first is the intelligence gaps created by monitoring from the outside and having no permanent presence on the ground.
  • This leads to the second constraint, which is the cost associated with overcoming this gap by doing a serious and comprehensive clearing of the entire strip.
  • But the longer the conflict lasts, the more complications the militants in Gaza face as they see their threat of force erode with time.
  • So militants seem to be in a position to maintain their tool, but that tool is becoming less effective and imposing fewer costs. This raises the question of what new tactic or capability the militants will adopt next to exert new costs on Israel.
  • anonymous on 17 Jul 14
     
    "Hamas and affiliate militant factions out of the Gaza Strip are so far rejecting an Egyptian-proposed cease-fire, having launched far more than 100 rockets since the cease-fire proposal. In exposing Israel's inability to stem the rocket flow, Hamas is trying to claim a symbolic victory over Israel. Hamas' spin aside, the military reality paints a very different picture."
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