Ian Welsh

The horizon is not so far as we can see, but as far as we can imagine

US Elections & The Iran War

I haven’t written a lot about the US elections. The Democrats will win, since Trump has completely trashed the US economy with his policies and caused a cost of living crisis (you ain’t seen nothin’yet), the only question is how large the Democratic wave is.

Democrats controlling Congress is unlikely to make much of a difference. Even if they have enough votes they won’t remove Presidential war powers, even though constitutionally those belong to Congress and were given by Congress to the President. Likewise Trump’s signature policies of erratic tariffs with no plan and violent immigration enforcement will not cease.

It’s hard to predict Trump, but the evidence suggests another attack on Iran immediately after the election. The US has been shifting massive resources to the Middle East in preparation. The Iranians, once again, seem unlikely to attack first even though they can see the buildup, so I guess they’ll tank the first hit again.

There’s some speculation that Trump may use a nuke on the primary nuclear research and development site in Iran. Tucker:

Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike.

Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer. Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war.

It’s hard to overstate how bad this could be. Even a conventional attack appears likely to provoke a massive response from the Iranians, and they’ve been warning that they’ll hit targets they avoided last time, especially if the US hits Iranian oil infrastructure.


It’s my annual fundraiser. This allows us to cover the changeover of hegemony from America to China, environmental collapse, internal US fascism, what a better society would look like, Gaza, AI, the coming stock market crash and various other issues. As of this writing we’ve raised about $8,755 out of a $14,500 goal, from 67 people. It’d be great if you can help out (please don’t donate if your financial situation is dire.) You can Subscribe or Donate here or contact me at admin-at-ianwelsh-dot-net if you need another way to donate (mail, usually. A lot of cash apps don’t work in Canada.)


If there’s a nuclear attack, all bets are off. The Iranians will retaliate with everything they have, and they’ve said they’ll take out Israel’s nuclear facilities and its desalination plants, plus hit US companies in the Gulf, possibly cut the underwater internet cables, and likely take out as much oil and industrial infrastructure in Gulf countries as possible.

Downstream, once the US uses nukes, everyone else will feel much freer to use them, and everyone will want nukes of their own as protection, since the taboo will have been broken. It’s one of the first steps towards a new war, possibly even a nuclear war.

This is sheerest insanity, and the people pushing for this are absolute scum, and in most cases stupid. (Netanyahu is not stupid, he cares more about himself than Israel or anything else. He’s completely selfish and genocidal.)

If there isn’t an attack my judgment is that Iran will eventually force a peace more on their terms than America’s. The economic pressure is getting severe, and oil and fertilizer stockpiles are dwindling. They’ve been much more aggressively enforcing their blockade and unlike before, they’re actually destroying tankers. Before they usually just disabled them.

If there is an attack, Iran will still “win” but no one, including them, is going to come out of this without catastrophic economic damage.

The world is on the brink. US elections will not change that. Nothing will seriously change until America admits it has lost the war and makes peace on terms that reflect that.

That remains the most likely outcome, but the longer it takes for America to admit it’s loss, the worse the suffering will be. I repeat my advice to stock up on fuel, food, medicine and other goods (motor oil, etc…)

As for America, until there’s an actual opposition party, elections will simply shuffle the chairs on the deck and inexorable American decline will continue.

Week-end Wrap – Political Economy – November 01, 2026

Week-end Wrap – Political Economy – November 01, 2026
by Tony Wikrent

 

He Called for Trump’s Impeachment. Now an Air Force Major Sits in Solitary Confinement.

Jeffrey Sterling, Oct 26, 2026 [laprogressive.com]

Major Jason Watson faces ten military charges after publicly demanding Trump’s removal. His prolonged isolation raises serious questions about constitutional loyalty, selective prosecution, and punishment before trial….

You can also help by sending letters of support to Major Watson while he is being confined to the following address:

Jason P. Watson
Calvert County Detention Center
P.O. Box 9
Barstow, MD 20610

 

 

The easiest way to follow *every* election – A new, free resource for democracy watchers and election nerds

Jordan Zakarin, Oct 24, 2026 [Progress Report]

 

 

Regime Fragility in the United States: What the Comparative Literature Measures and What the Next Two Years Test

Christopher Armitage, Oct 27, 2026 [The Existentialist Republic]

… Milan Svolik, a Yale political scientist whose 2012 book The Politics of Authoritarian Rule built a dataset of every dictatorship from 1946 to 2008, argues that every authoritarian government faces two problems, control of the people it rules and power sharing with the elites it rules with, and that the second one ends more regimes.

His 2009 study in the American Journal of Political Science counted 303 dictators who lost power by nonconstitutional means and found 205 removed by regime insiders and 32 by popular uprising. Two-thirds of the dictators in the dataset fell to the people standing next to them.

The rule for the United States follows directly: the people positioned in the data to end this regime are inside its coalition, the senators, governors, donors, generals and judges whose cooperation the coalition needs, and every indicator worth reading measures their cohesion….

the Egyptian army let Hosni Mubarak fall and the Syrian army fired on Syrians. A professional force promoted by merit and bound by law is the kind that declines to fire, and the last 13 months produced two readings of that variable.

In Nepal, police killed 19 protesters on Sept. 8, 2025, the first day of the youth protests against corruption and a social media ban. The next morning Prime Minister K.P. Sharma Oli left his residence in an army helicopter and resigned, the army chief, Gen. Ashok Raj Sigdel, went on television that evening to call for talks, and by Sept. 11 the generals were at army headquarters negotiating with the protesters over who would be prime minister; the protesters named a former chief justice, Sushila Karki, and she was sworn in the next day.

In Madagascar, Col. Michael Randrianirina of the CAPSAT unit, the unit that had put President Andry Rajoelina in power in 2009, posted a video on Oct. 11, 2025 telling the security forces to refuse any order to shoot the demonstrators; his soldiers walked the protesters into the capital’s main square the next day, the gendarmerie joined on Oct. 13, Rajoelina left the country, and Randrianirina was sworn in as interim president on Oct. 17.

In the United States, Bellin’s finding comes down to which force gets the order to fire: the military, promoted by merit and sworn to the Constitution, or the second force the regime is building. Congress gave ICE $76.5 billion, nearly 10 times its annual budget, close to $30 billion of it to hire 10,000 officers….

 

Information Overlord: Robert Johnson at the Crossroads, America in Decline

Nat Wilson Turner = Information Overlord = Flames Up = Phones Out = No Sense of Urgency

What I Released This Week

From me as Nate Wilcox at the Let It Roll Podcast
A lot of blues this week, including a brand-new episode on St. Louis Blues (and Jazz and Ragtime).

From me as Nate Wilcox — The MMA Draw & the Mad Squabbles Show


It’s Ian’s annual fundraiser. This allows us to cover the changeover of hegemony from America to China, environmental collapse, internal US fascism, what a better society would look like, Gaza, AI, the coming stock market crash and various other issues. As of this writing we’ve raised about $5,120 out of a $14,500 goal, from 58 people. It’d be great if you can help out (please don’t donate if your financial situation is dire.) You can Subscribe or Donate here or contact Ian at admin-at-ianwelsh-dot-net if you need another way to donate (mail, usually. A lot of cash apps don’t work in Canada.)


What I’ve Been Reading and Watching

Iran War

FUTURE IRAN WAR PLAN – IT’s INSANE — Daniel Davis / Deep Dive (YouTube).

Yemen War

Yemeni-built weapons shape Saudi battle, with Jon Elmer — The Electronic Intifada (YouTube).

Israel

Ukraine

John Mearsheimer: Russia Will Win The Ukraine War And Take More Territory — Glenn Diesen Clips (YouTube).

Latin America

AI Bubble

Follow and Support My Work at NatWilsonTurner.com

Open Thread

Use to discuss topics unrelated to recent posts.

Lambert Strether’s New Blog

There’s a lot of overlap between my readership and Naked Capitalism’s. Lambert Strether was Yves right hand man for years, and when he left he had to be replaced by multiple people.

He has a new place, THE JACKPOT BLOG.

Lambert posts multiple times a day, showing his usual energy and if you like Naked Capitalism, or this blog, you may like it.

US Spends Way More On R&D Than China

The difference is huge:

Europe’s share of global tech R&D has collapsed from 23% in 2005 to just 8% today, while the US has climbed to 62% and China has risen from near zero to 15%. South Korea now outspends Germany, France, the UK, and Italy combined in tech R&D. Yep, you read that right.

The funny thing is that China’s ahead in over 80% of techs, and has 8 of the top 10 research universities as measured by papers.

Tech:

It’s grim.

New research from the Australian Strategic Policy Institute (ASPI) shows that China is now leading the way in 57 out of the 64 technologies assessed by its Critical Technology Tracker, which has now been updated to cover the last 20 years.

But the point here is that America is spending four times as much as China, and China’s so far in the lead they’ve essentially lapped America. (Europe is irrelevant, the other tech leaders are Korea and Japan.)

 


It’s my annual fundraiser. This allows us to cover the changeover of hegemony from America to China, environmental collapse, internal US fascism, what a better society would look like, Gaza, AI, the coming stock market crash and various other issues. As of this writing we’ve raised about $5,120 out of a $14,500 goal, from 58 people. It’d be great if you can help out (please don’t donate if your financial situation is dire.) You can Subscribe or Donate here or contact me at admin-at-ianwelsh-dot-net if you need another way to donate (mail, usually. A lot of cash apps don’t work in Canada.)


It’s probably a bit tiresome for regular readers, but I bring this all up to emphasize a few points.

First: GDP means nothing. Nothing. Everything in the US is way more expensive, inefficient and unless it’s a luxury sector serving the wealthy, of low quality.

Second: there is NO possibility of the West catching up with China without reducing costs and increasing efficiency. It just can’t be done. That means health care, real-estate, food costs: practically everything.

Third, though not obvious in the above data, much of the efficiency comes from the fact that China has a massive ecosystem of tech firms, including huge clusters of small and middle sized businesses. You want to prototype in China, you can walk right into a factory in Shenzen and have it days to weeks. In the US it takes months or years.

Once you lose this ecosystem, and the US has lost much of theirs, getting it back is unbelievably hard. You’ve got to control costs, and so on, but it also takes decades of industrial policy. There’s no quick cure for what ails the West, too much is gone already, and that is compounded by the scarcity of rare resources and key manufacturing, like machine goods, basic electronics (including things like magnets) and so on.

And since the West sanctioned the hell out of China, they’re now returning the favor. Their sanctions on Japan are likely to destroy multiple market leading tech companies. US and European companies can’t get what they need for many advanced technologies. It’s… well, not hopeless, but pretty damn close.

AI is the last big US tech advance, and my bet is that China, with its open source models that are up to thirty times cheaper (and can run on local systems) are going to win that race where it matters: in adoption. It’s just safer to use Chinese models, which, at least so far, also tend to have a lot less usage restrictions.

If the West didn’t want this to happen we had to act decades ago. The tech lead ALWAYS goes to where the manufacturing floor is, that was true for Britain to America and it’s true for America to China.

But cheer up, America being weak is one reason why Iran can win. America’s weakness is the best hope for Palestinians, since without America, Israel is toast. And, as an added bonus, America has lots and lots of billionaires. That’s what American policy was meant to do, and it succeeded. Chinese policy was meant to lift hundreds of millions of people out of poverty and to make China strong, and it succeeded.

The West got what it wanted: impoverished weak workers and the richest rich the world has ever known

Don’t Talk Human Welfare With Elites, Talk Money (Hospital Edition)

Once a year I do a fundraiser. The blog has always been free to read. Nothing is behind a subscription wall. But the blog is also not viable without reader support. At most I’d keep it up and write an article or two a week. Donations allow us to cover the changeover of hegemony from America to China, environmental collapse, internal US fascism, what a better society would look like, Gaza, AI, the coming stock market crash and various other issues.

As of this writing we’ve raised about $4,120 out of a $14,500 goal, from 52 people. If you value what we do, please give (but also don’t donate if your financial situation is dire.) You can Subscribe or Donate here or contact me at admin-at-ianwelsh-dot-net if you need another way to donate (mail, usually. A lot of cash apps don’t work in Canada.)


Regular readers will know that I’ve spent years pushing for cleaning the air in hospitals and schools. Every time I do so some (censored) says “but it’ll cost a lot of money.”

Well, it looks like Canada might be moving towards this in hospitals. Why?

Roughly one in ten hospital inpatients acquires an infection during their stay. A patient who would have stayed one week may stay two or three. As a result, as many as one in five hospital beds can be occupied by someone who was infected in hospital. Those blocked beds back up emergency departments and delay care for everyone else.

“Allowing 10% of our patients to get infected is unsustainable,” said Hunt. “The cost is simply too high. Billions of dollars are spent on treatment, and many billions more are lost to the inefficiency of blocked beds.”

Each new hospital bed costs about $1 million to build – and another $500K to $1 million annually to staff and operate. Protecting a bed with upper-air UV costs about $5,000 initially and a few hundred dollars a year to maintain and operate.

Between 10,000 and 20,000 Canadian hospital beds are blocked on any given day, and CHAIR believes universal airborne protection could cut that number in half. The pilot is designed to test that hypothesis with measured data.

It’s only a two hospital trial for now, but still a good thing.

But they’re not doing the right thing because they care about people dying.

They’re not doing the right thing because they don’t want people to get infections which may cripple them.

They’re not doing the right thing because they don’t want people to suffer.

Oh no. It’s because sick people are expensive and they want to save money.

This is the universal issue in the West. Nothing is done unless you can make a money argument (and often even not then.)

Let’s be clear: it was always obvious that letting people get sick was more expensive than cleaning the air. Always. Letting people get disabled by long Covid is even more expensive (though much of the West is cutting support for disabled people, to try and make this less true.)

In Ontario, where I live, the Premier decided to get rid of safe drug injection sites. People argued with him, “people will die!” Stupid. That’s OK by him. But he gets a lot of heat for packed emergency rooms and he wants lower hospital costs so he can spend government money on his cronies (I could sky write this over the provincial legislature and not be sued, because his actions prove me right.) So the correct argument was “this will cost money and piss off voters.” That he might (might) have listened to.

But the problem is that in addition to our elites being greedy, they’re also stupid. Again, not treating air in hospitals (and schools) was obviously going to be more expensive than doing so.

The other issues are perceived opportunity cost and agency problems.

Back in the 90s an important book called “Natural Capitalism” came out. It’s still worth reading. Its basic thesis (well supported) was that there were a lot of environmentally friendly things business could do that would cut costs for businesses massively.

Didn’t happen. Even when they would pitch companies with we can reduce your energy/building/whatever by 30%, most businesses wouldn’t go for it. After all executives could spend that money instead to juice quarterly returns, which would juice the stock price, which would make their stock options and grants worth more. Doesn’t matter how much you could save by making your buildings more energy efficient: that doesn’t immediately drop money into the pockets of executives.

So if you want an elite to do something, remember, the question is always “what’s in it for the elite?” No other reason has any weight at all, you might as well be trying to convince Trump that gilding is tacky.

We’re ruled (in the West) by psychopaths. Nothing that wouldn’t convince a psychopath will convince a member of the Western elites to do anything, talking about “do it because it’s good” is like trying to convince the Devil that he should promote kindness, compassion, charity and peace.

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Lula Wins In Brazil, His Opponent Has His Passport Seized

Lula came back to win in Brazil. Flavio Bolsonaro, his opponent had more votes in the first round, but lost in the second. There are a few issues here to unpack.

First: there’s very little question in my mind that Flavio is corrupt and has engaged in criminal acts much like Trump and Biden and so on, indeed much like virtually all American elites.

As I pointed out about US lawfare, what makes this contentious is not the question of Flavio’s guilt or innocence, but that, as a rule, elites in Brazil are allowed to be corrupt. There are laws that are simply not enforced against them. So this is, in a sense, political: if Flavio (and his father) had stayed out of politics, they would have been left alone.

There’s a bit more to this though, because the Bolsonario right has made threats that Brazil’s government can’t really put aside.

Given what just happened in Venezuela, such threats can’t just be waved aside.

But going after just the Bolsonaro clan doesn’t fix the problem. They didn’t come from nowhere: they came from a deeply corrupt oligarchical class which is becoming more, not less powerful, as they engage in mergers and acquisitions. Their power is growing.

They are also allied to Brazilian evangelicals (who are much like American evangelicals, complete with love for Israel and voting as their pastors tell them to), and evangelicals worship is growing FAST.

Evangelicals tend heavily conservative, and not traditional conservative, but authoritarian, even fascist.

Lula’s eighty. This is probably his last term. If he doesn’t break the power of the oligarchs and do something about the Evangelic virus, Brazil is heading right wing authoritarian and hard.

But doing anything will be very difficult. Why?

Ouch.

 


It’s my annual fundraiser. This allows us to cover the changeover of hegemony from America to China, environmental collapse, internal US fascism, what a better society would look like, Gaza, AI, the coming stock market crash and various other issues. As of this writing we’ve raised about $3,845 out of a $14,500 goal, from 47 people. It’d be great if you can help out (please don’t donate if your financial situation is dire.) You can Subscribe or Donate here or contact me at admin-at-ianwelsh-dot-net if you need another way to donate (mail, usually. A lot of cash apps don’t work in Canada.)


Now there’s some silver lining here. The non Bolsonarist right hates the Bolsonaro right, so some of them will support Lula in taking them down. The liberals/center likewise, but even so, Lula’s going to have a lot of trouble with congress.

The weakness of Catholicism is a real problem thru the world. Whatever one thinks of Catholics, there’s a real social gospel, they  take of the poor and works not just faith part of Catholicism that makes it infinitely preferable to Evangelicism (which I regard as straight up anti-Christian, and people whom Jesus will not recognize.)

Although people tend to concentrate on the Church’s problems finding enough priests, I think the real problem is nuns. Nuns are the people who actually womanned the Church: they ran the schools, did most of the food aid, were the backbone of Catholic hospitals, etc, etc. The collapse in vocations for nuns has been devastating to the strength of the Church. Without nuns they simply can’t create the community that was the core of Catholicism before the 70s.

Being a nun used to be a pretty good deal. If you were a woman who didn’t want to marry, and did want a career of sorts, it was one of the only ways out. Yes, men are in charge of the Catholic Church, but practically speaking the nuns mostly ran their own affairs. It was a way out of a society that offered women very little but “be a legal slave to your husband.” As things got better for women, they could get that and more without becoming a nun.

I don’t know the solution. I expect monasticism to revive as things get worse, but that’s not going to be fast enough to turn things around.

Oh, and Meta actively interfered with the elections and Lula needs to ban US social media and replace it with a domestic alternative or Chinese social media (that’s less ideal, but they’re far less likely to abuse their power.)

As for cracking down seriously on corruption and breaking up the Brazilian oligarch class, well, that too seems unlikely, they’re just too powerful.

So while I’m very glad Lula won, I don’t like the looks of what the future holds for Brazil.

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