Ian Welsh

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

Month: May 2024

What Happens To Israel If They Accomplish Their Genocide

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On May 11, 2024

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So, all aid except some totally inadequate air-dropped supplies have now been cut off from Gaza and Rafah, the last refuge is being bombed and invaded.

As I pointed out October 8th, the real danger isn’t the bombs and drones and so on—it’s famine and plague and lack of water. The official numbers of dead in Gaza are hardly going up, because State capacity (the numbers come from Gaza’s government) is trashed. The numbers were always massive understatements, because many bodies are buried in the ruins, but now they’re vastly too low.

The best way to kill people, absent nukes, is pretty much always hunger. Deaths are going to SOAR in Gaza and once it really gets rolling, it’s entirely feasible for Israel to kill a million+ people.

This has always clearly been the Israeli goal: wipe the Palestinians in Gaza out.

But what happens to Israel if it happens? They may think it makes them safer, but does it?

A lot of people make horrific predictions of what will happen if Israel ever stops being an ethnostate, but it doesn’t have to be horrific: there were no mass deaths in South Africa after apartheid, for example.

But if Israel completes its genocide and is eventually conquered, well, Israelis are going to be at great risk of retaliation. Even if it’s not official policy, a lot of troops are going to take revenge. And a completed genocide will make Israel a pariah for a couple generations: even Muslim leaders with no morals (most of them) won’t be able to be on good terms with Israel—their people will rise up if they do.

Israel’s being foolish. It’s always been foolish: a modern day crusader state. That didn’t end well last time, and it’s not likely to end will this time, but Israel keeps making themselves completely abominable, even as their patron, the US, goes into steep imperial decline. Ten years from now, the US isn’t going to be able to protect Israel even as much as it did this time.

“Not just evil, but a mistake”, as the saying goes.

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What Catholic Confession Is Meant To Do And How It Goes Wrong

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On May 9, 2024

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It has been observed that Catholics have a tendency towards excessive guilt, in the same way that Hindu practice devolves towards something close to OCD.

Like a lot of religious practices, the eye of someone familiar with actual spiritual cultivation practices can see what they were intended to do. Rosary practice and bajans, for example, are obvious forms of meditations (Hindus haven’t forgotten that, Catholics often do.)

If you’re riven with guilt or shame, you can’t pass beyond certain points in spiritual practice. A mind which doesn’t “let go” and move freely is an absolute barrier to progress, and as the Buddha noted, spirituality is about freedom. Being hounded by negative emotions is not spiritual.

This is one reason (though not the only reason) why almost all paths emphasize moral development at the start of the journey. If you don’t do wrong things, you don’t feel bad about them. It’s easier to avoid problems of guilt and shame than to fix them.

That said, I’ve never met anyone who never did anything which might be considered wrong, and other than psychopaths and certain types of enlightened people, everyone feels shame and guilt occasionally, and often without any or much justification.

If people are to be happy, forget enlightened or spiritually advanced, they need to be able to put guilt and shame aside.

Confession: where you tell your sins to someone, they tell you what to do to expiate your sins, and then they say God has forgiven you, is a pretty bright idea and it works for a lot of people.

But often it goes wrong. People start looking for things to be ashamed and guilty. Emphasis on examining oneself for bad actions, thoughts and feelings leads to excessive feelings of guilt and a treadmill. Instead of getting over it, people wallow in it. I suspect that for many the lows followed by the highs of relief after confession are like a merry-go-round of feeling, and rather addictive and the Church often makes it worse by its emphasis on perfectly understandable feelings and thoughts as bad.

This isn’t a total diss: studies generally find that Evangelicals, Buddhists and Catholics are the happiest faith followers and happier than secular folks. But every religion has modes of failure. (Evangelicals, with their idea of salvation by Faith Alone have a failure mode of being horribly evil people.)

If we aren’t aware of the failure mode of a faith and of its specific practices then we can easily fall into them. Confession is good, if done with a mind to its benefits, but not if it is treated as an idol: it’s done for a reason, and if it is causing harm to someone rather than relieving them, it has failed.

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Israel Is Killing A Lot Of Civilians, But Is It Winning The War?

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On May 7, 2024

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I’m going to quote retired Israeli general Yitzhak Brick at length:

Netanyahu knows that continuing this process will lead to the collapse of the State of Israel militarily, economically, politically and socially. Even if Hamas and Hezbollah continue to fight as they do today, without military surprises, the “state of Israel” will collapse .

Netanyahu knows full well that we have been in a military stalemate for the last twenty years . The chiefs of staff divided the army into six divisions based on their global vision that the major wars were over. They built a small ground army that could barely fight in one sector; in a regional war we would have to fight in six sectors at once.

Netanyahu also knows that this situation has led to dire consequences in the war against Hamas in the Gaza Strip. Hamas returned to areas where the army had entered and left in the Gaza Strip . The army’s intention to continue the war of attrition against Hamas through raids does not bring any benefit, because these attacks are just a drop in the bucket that weakens Hamas.

Netanyahu is well aware that as long as the war of attrition against Hamas continues, Hezbollah will also continue to deplete our forces on the northern border , and this has very dangerous consequences. Netanyahu also understands that entering Rafah will not bring any results, but on the contrary, since it will worsen the problem tenfold. Our entry into Rafah will completely destroy our relations with the countries of the world and with the Arab countries with which we have peace.

This will have very dire consequences, first of all, the isolation of the “State of Israel” in the political and economic spheres and the arms embargo, which has already begun.

Hamas was already well prepared to enter the battle and prepared a strategic ambush for us with traps and explosives in the streets, squares and in the houses themselves. It will be months before reserve soldiers disobey orders to enlist, as has become the case in the paratroopers, where dozens of them refuse to re-enlist.

America can’t beat Yemen, and has offered them everything — an end to sanctions, release of all funds, international recognition and dissolving the internationally recognized government plus a ton of aid. Yemen, a bunch of tribesmen, have laughed in America’s face.

Israel invaded Gaza, pulled out almost entirely and is now going in again. Their casualty claims for Hamas killed are the same as the number of civilian males killed, and are thus laughable. They can’t beat Hamas, who won’t fight them straight up but relies on endless guerilla action and the civilian casualties are a near exact mirror of the Palestinian population in terms of percentages of men, women and children killed.

In other words, they’re just blowing shit up without any emphasis on destroying Hamas.

Meanwhile the northern settlements are depopulated, with Israeli settlers fleeing the constant missile and drone attacks from Hezbollah. Israel impotently suggests they will occupy southern Lebanon, but they don’t have the manpower and their army quality is crap (this is not the 68/73 Israeli army) while Hezbollah has some of the best infantry in the world, full of combat veterans and filled with zeal. Hezbollah, like Iran, attacks almost nothing but military targets, not civilians, and their military has not been weakened by being a brutal and sadistic occupation army. (Occupation armies, used to fighting the weak, always become weak themselves.)

The Israeli deficit has swelled, their incoming and outgoing trade is under attack, and Yemen has said they will start attacking targets in the Mediterranean (though I don’t think these attacks will be very effective, it doesn’t take much to make merchant marines and their insurers scared.)

There is now a worldwide student protest movement, and while they’ve been crushed by violent force, polling shows opinion moving steadily against Israel. Turkey, rather to my surprise, has finally cut off all trade with Israel, and Turkey is a big deal.

The fact is that if Iran, Hezbollah and Yemen all went all out against Israel, I’m quite sure Israel would lose the conventional war unless the US went to full war to help them: it’s Israeli nukes that keep them alive. The Resistance is aware of this, and their strategy is to wear Israel down, to impose costs over and over again, and to make Israel and America look weak.

So we have the incursion into Rafah, where the majority of Palestinian civilians have been herded by Israel. The intent here is to kill as many civilians possible, and it backed by even more efforts to stop all food, water and medicine from entering Gaza. Israel’s strategy, such as it is, is to “drain the swamp.” Kill most of the civilians, and Hamas is finished. Israel’s killed a lot more people than the official stasticis: the Gaza Department of Health is no longer capable of counting even obvious deaths, and massive numbers of corpses haven’t been counted because they’re buried under rubble. There’s so much rubble that I’ve seen it estimated that it will take over twenty years to clear.

So there’s a race: can Israel finish its genocide, or will they be forced to stop due to military and economic exhaustion?

My bet is against Israel, but only at about 2:1 odds.

As for Israel itself, it needs to cease to exist. The atrocities are off the scale: multiple hospitals were invaded, patients, doctors and nurses killed and buried, often after torture. The bombing is completely indiscrimate and makes Putin and Bush Jr. look like humanitarians in comparison. Something like 98% of Israelis think that the amount of force used is either appropriate or too little. The society itself is sick from top to bottom, “good” Israelis, like “good” Germans are vanishing minority, though they do exist.

The end state needs to be a single Palestinian state and there needs to be no “truth and reconciliation” nonsense, but full war crimes trials.

Whatever the case, like the Crusader States, Israel is doomed. It may end soon, it may take a decade or two, but it will fall. America is in decline, Israel’s military is crap and the American century is at its end.

Let it be the last settler ethnostate.

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Why Technocratic Elites Aren’t Trusted (Sam Altman Edition)

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On May 6, 2024

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So, Sam Altman recently said something which seems reasonable, but isn’t:

using technology to create abundance–intelligence, energy, longevity, whatever–will not solve all problems and will not magically make everyone happy. but it is an unequivocally great thing to do, and expands our option space. to me, it feels like a moral imperative...

most surprising takeaway from recent college visits: this is a surprisingly controversial opinion with certain demographics.

(lack of capitalization from original.)

Back in the original Greek writings on rhetoric and argument, one of the three steps was Ethos: this is the rhetorician’s qualifications, including his ethical qualifications. The “why should we listen to you?” part. If you’re talking about courage, are you brave? If charity, are you charitable?

If technology, do you use it for the good of others?

What most people can’t explicate about their objection to Altman’s thesis that using technology to create abundance is a good thing is that they don’t trust Altman. OpenAI was originally a non-profit, meant to create AI in a way which would benefit everyone. Altman turned it into a for profit, and no one except billionaires and sycophants think that companies are out to be beneficial to the majority of people: we work in them, we know it’s bullshit.

And how did Altman create his AIs? By training them on other people’s work, without permission or payment. Further, the AIs compete with the people whose data they trained on: you can ask for a picture in the style of a particular artist, for example, and they compete with artists, writers and other professionals in general.

So, the people whose actual work made AIs (they aren’t really AIs but I use the term for convenience) possible, are the ones harmed by them AND they didn’t give their permission or get paid.

Why they hell would anyone other than a shareholder or a well paid employee “trust” Sam Altman?

Now let’s move on to the Altman’s actual argument (his logos and pathos)

using technology to create abundance–intelligence, energy, longevity, whatever–will not solve all problems and will not magically make everyone happy. but it is an unequivocally great thing to do, and expands our option space. to me, it feels like a moral imperative...

Now, this is a case where the logos is almost entirely true.

But what’s the actual track record of using technology to create abundance?

We’re losing our topsoil. Nutrition in food is less than it used to be. We’ve created climate change, which appears to now be past key tipping points and will kill and impoverish billions. Most of the American population is fat, they weren’t fifty years ago, so it’s not “individual choices.” We have widespread ecological collapse, including the loss of most large mammals and so few insects compared to even fifty years ago that there is no longer “bug splat” on windshields. The oceans are full of plastic, and the coral reefs are dying, while fish stocks collapse.

None of this is to say that technology hasn’t had vast benefits, but we’re using it also to reduce our option space: to damage the carrying capacity of the Earth in ways which will take tens of thousand of years to recover from, as a best case estimate (millions for some of the issues.) The last 40 years, when people like Altman have had the most influence, have seen a vast rise in inequality, and a huge number of homeless. Altman and co. blame left wingers, but who are the billionaires? Who actually has the power?

Altman’s making an argument which is true on its face, but he belong to a class of people whose actions do a great deal of harm. Most people can’t clearly articulate this, but they know he and his class can’t be trusted, so they instinctively disagree with him, but since they can’t quite say why, they sound incoherent.

But they’re right to distrust Altman. Technology could be used to benefit everyone, even in the long term, but Altman isn’t trying to do that: he’s trying to get rich, and if that hurts a lot of people along the way, he’s OK with it.

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Week-end Wrap – Political Economy – May 5 2024

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On May 5, 2024

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by Tony Wikrent

 

Disrupting mainstream economics

Finding the Money OFFICIAL TRAILER

[Finding the Money, YouTube,

Release MAY 3, 2024: www.findingmoneyfilm.com

An intrepid group of economists is on a mission to instigate a paradigm shift by flipping our understanding of the national debt — and the nature of money — upside down. FINDING THE MONEY follows Stephanie Kelton, former chief economist on the Senate Budget Committee, on a journey through Modern Money Theory or “MMT,” to inject new hope and empower democracies around the world to tackle the biggest challenges of the 21st century: from climate change to inequality.

Biden’s Economic Adviser Tries and Fails To Explain How Money Works

[Washington Free Beacon on YouTube, via Naked Capitalism 05-03-2024]

[TW: Jared Bernstein is one of the most progressive, pro-labor mainstream economists out there. He is is a senior fellow at the Center on Budget and Policy Priorities, and serves  as Chair of the Council of Economic Advisers. His stupefaction on this question sparked a very interesting and informative discussion in the comments on Naked Capitalism Links 05-03-2024.]

 

Global power shift

SITREP 4/27/24: U.S. Admits Top Weapons Failures to Superior Russian EW 

[Simplicius the Thinker, via Naked Capitalism 04-28-2024]

Another US pilot confirms F-16s in Ukraine are toast 

[InfoBrics, via Naked Capitalism 04-30-2024]

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Open Thread

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On May 4, 2024

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Use to discuss topics unrelated to recent posts.

America Flails, Resorting To Ineffective Sanctions Over and Over

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On May 3, 2024

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This has been a theme, but let’s keep nailing it shut.

My favorite recent news was this beauty:

Russia would struggle to sustain its assault on Ukraine without China’s support, Blinken said. “If China does not address this problem, we will,” he added, in a possible reference to sanctions against Chinese businesses involved in the trade with Russia.

China wants Russia to win, or at least not lose the war and needs Russia as a secure ally so that it can’t be encircled or blockaded. Russia has the food, minerals and fuel that China needs, and naval power can’t embargo supplies.

As for the effect of sanctions, well, what’s the line? “Don’t threaten me with a good time?” The effect of sanctions on China has been to make China stronger in almost every way.

Back in 2015 Xi decided on a ten year plan “made in China 2025.” The US hated it and sanctioned large chunks.

The results?

the analysis confirms that more than 86 per cent of these goals have been achieved, with some others likely to be completed later this year or next. Meanwhile some of the targets, such as electric vehicles (EV) and renewable energy production, have been well surpassed.

We all know that the Huawei and anti-chip sanctions have backfired completely. China now owns the legacy chip market and is making rapid progress in advanced chips. It created its own OS, bypassing Google, and has put out phones as advanced as those made by US and South Korean companies. The iPhone market share in China, one of its most important markets, is cratering.

Chinese EVs are crushing: they cost far less than Western ones (though when sold in Europe, they are marked up hundreds of percent) and the car market in China is now dominated by Chinese vehicles, where in 2015 foreign autos were preferred.

As for Blinken’s threats, the Chinese ignored them, and the US did, indeed, sanction.

Boo hoo.

Meanwhile, China has been selling Treasuries at a record clip.

China has decreased its Treasuries holdings from $849 billion to $775 billion between the beginning of Q2 2023 and Q2 2024, reaching its lowest holdings since 2009.

Can you say “reduction of exposure?” Sure you can.

At the same time, a number of African countries have removed their gold stockpiles from America. It seems that stealing Russia’s reserves for geopolitical reasons has consequences.

The largest economies in Africa and the Middle East are withdrawing their gold reserves from the United States.
Starting in 2024, Egypt, South Africa, Nigeria, Ghana, Cameroon, Senegal, Algeria and Saudi Arabia have decided to withdraw their gold reserves from the United States.
It should be noted that South Africa, Egypt and Nigeria are the largest economies in Africa.

Huh.

Let’s circle back to the “sanction China for trading with Russia” imbroglio. Russian foreign minister Lavrov had something to say about that:

“Russian-Chinese trade and economic cooperation are actively developing, despite the persistent attempts of the states of the collective West to put a spoke in the wheels,” Lavrov said. “There has been an almost complete de-dollarization of bilateral economic relations. Today, more than 90% of mutual payments have been transferred to national currency,” he added.

“Interaction in the energy sector is steadily advancing. The supply of our agricultural products to the Chinese market is growing. Joint projects are being implemented in the investment and industrial areas. The mutual benefit from such cooperation is clearly felt on both sides of the Russian-Chinese border,” Lavrov concluded.

Are sanctions working outside of China/Russia? Not in the near region. Lavrov again:

Despite the threats that our partners have received from the US and the European Union not to cooperate with the Russian Federation and the Republic of Belarus under pain of so-called secondary sanctions and other penalties, trade flows across the CIS are growing. [Trade] edged up by more than six percent last year, amounting to over $100 billion.”

Now let’s talk more generally. Every sanction is an imposition of geopolitical risk. Everyone in the world understand this: cross the US or Europe, in any way, and they will sanction you. If you use the US/European financial system, these sanctions can hurt. The way out is to move away from that system—to create another one, where transfers never touch the US or Europe.

So every sanction increase the incentives to create that system and move to it. Parts are already created, more will be and in the end there will be two major financial networks: one Western, one for the rest of the world. The effect on Western prosperity will be significant, though there will be advantages to Westerners not in the elite, as it will crush rent extraction by financial elites. (Though no doubt they’ll simple double down on domestic rent extraction.)

We are living thru the end of the Euro-American era. The end of centuries of dominance. It’s fascinating, but the consequences will be vast. Understand that it’s happening.

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The Retard Parade of Western Politics Exemplified By Trump and Biden

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On May 1, 2024

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We had a joke back in the Bush Jr. administration.

“Evil or stupid? Why not both?”

Bush Jr. was clearly mentally challenged. Cheney was supposedly smart, but he was the type of smart guy who winds up ordering the charge of the Light Brigade: great at internal politics, worthless at anything else.

Biden’s clearly senile (no, don’t even). Trump’s somewhat better, but still makes mistakes frequently and is often incoherent.. We used to sneer at the Soviet politburo of the 70s and 80s, but this worse.

But it’s not just about age. Macron is relatively young and a complete cockup, residing over a France which is constantly rioting. He’s gotten France kicked out of multiple African ex-colonies and proposes idiocy like sending the French Army to Ukraine. The German leadership are spinless morons who are shedding German industry because they won’t stand up to America, losing an advantage created by better men and women over a hundred years ago.

American policy forced Russia, which wanted to be part of the West, into a solid alliance with China, making China’s rise inevitable. The West deliberately sent China our industrial base, thus destroying the basis of our power.

We’re so incapable now that we cant even keep Yemen from shutting down shipping in one of the most important straits in the world. Drone tech should NEVER have been developed by the US military, because it was obviously a tech like gunpowder or the crossbow: it empowers any idiot to defeat extremely expensive military units and that’s what the US has an advantage in. It doesn’t have anything else: its soldiers are not, and never have been very good, just well equipped and numerous.

And then there’s climate change. “There’s a threat we know will probably end our civilization, but fuck it, let’s make it worse!”

This is true late Roman Emperor level dysfunction. Absolute morons getting everything wrong, capable of nothing but alternating between pandering to elites and making cruel shows of ineffective force, while the fall everyone with sense knows is coming storms forward from the horizon.

Of course, they do live in a world where they fuck underage girls and boys, grow bloated on bribes and pat each other on the back telling themselves that they are the greatest great leading the most powerful power that every strode the world. Trump shits into a golden toilet.

But this Emperor’s New Clothes crap. They’re idiots. They’re evil. And they’re presiding over the end of the European era and the induction of catastrophic climate change and ecological collapse while getting their asses repeatedly kicked by a bunch of tribesmen.

Pathetic.

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