Ian Welsh

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

Category: Donald Trump Page 1 of 4

Losing Our Asian Allies – And Fast

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On June 25, 2025

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Ian in his last post mentioned that our Asian allies are slipping away from us. While we pretend to strategically re-orient the Japanese are engaging in massive rearmament begun by Abe and being continued by the current government. Japan has lost confidence in the American security umbrella because of the deceit we’ve displayed in foreign relations. The Koreans? I lived in Korea. They’re simply apoplectic. Some are even at the point where they are willing to consider a loose confederation with the north, an entente of sorts so the South has the protection of the North’s nuclear umbrella and the North gains goods and services from the South.

This is simply unheard of. When I talked to one of my former students who now works in the foreign ministry and he told me this I was gobsmacked.

Ian’s correct. For 400 years the balance of payments from the rest of the world went to the Littoral seapower states. For the last 50 years the balance of payments has been reversed.  All that gold is going back home. In one generation the United States has squandered all the goodwill and wealth it received during WWI and WWII. China in the last 50 years has lifted more people out of poverty than the rest of the world did during all of recorded history. Chew on that stat for a moment.

I will be visiting China and South Korea to do a 20 year retrospective tour and a 30 year retrospective tour on the former and the latter. I don’t know what to expect, but I remember China 20 years ago and being blown away.

The USA is in deep strategic shit. For 200+ years our power has been based on our complete hegemony of this hemisphere. For 75 of the last 100 years our main strategic goal has been the prevention of one power or an alliance of powers attaining hegemonic power over the Eurasian landmass. In the last six years we’ve abandoned that VITAL national interest for what? We’ve driven Russia into the arms of China. India lost all confidence in us. Now East Asia has.

If a single power or coalition of powers dominate the Eurasian landmass our two oceans will not protect us.

It appears I might have been wrong about the Israeli-Iran pissing contest being the opening act of WWIII. Good. What it really feels like is the first Balkan War in 1912. The calculus is being made in Beijing. And Tokyo. And Seoul. And Taipei. We lack the ability to protect our allies conventionally. And no one wants nukes.

I don’t have any smart quip to conclude with except a Spanish expletive, “la puebla es jodida.”

You get the idea.

Elon Musk Threatens Congress Successfully

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On December 20, 2024

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This is some amazing shit:

Congress was about to vote on a bill called a “Continuing Resolution”, which would fund the operations of the federal government. But yesterday, Musk started tweeting around the clock about how he hated the bill and that he would fund the campaigns of politicians who ran against Congress members who supported it.

….Shortly after Musk decided he was against the Continuing Resolution, Trump and JD Vance issued a statement saying they were against it, too. The politicians in Congress fell in line, and now it looks like the government funding plan is dead.

Here’s the thing. Being rich only means you’re good at making money in a specific way. It doesn’t mean anything else. Gates, for example, pushed the “Common Core” education changes, and there’s no evidence they did any good and some reason to think they were harmful.

We have a rich man (maybe a billionaire) as President. We have Musk, the world’s richest man, who spent a lot money helping Trump win as one of the most important people in the new administration, who has said he wants to cut Social Security and Medicare.

Money is the ability to tell people what do. It let’s you control their actions, either directly or indirectly.

FDR defined fascism as:

Ownership of Government by an individual, by a group, or by any other controlling private power

The US has been trending towards oligarchy for ages. The final victory for oligarchy was probably “Citizen’s United”, which made money the same as speech and thus protected under the first amendment.

The famous Princeton oligarchy study, which used data from 1981-2002, which is to say from back when the rich weren’t nearly as powerful as they are now, found that:

…when one holds constant net interest-group alignments and the preferences of affluent Americans, it makes very little difference what the general public thinks. The probability of policy change is nearly the same (around 0.3) whether a tiny minority or a large majority of average citizens favor a proposed policy change (refer to the top panel of figure 1).

By contrast—again with other actors held constant—a proposed policy change with low support among economically-elite Americans (one out of five in favor) is adopted only about 18 percent of the time, while a proposed change with high support (four out of five in favor) is adopted about 45 percent of the time. Similarly, when support for policy change is low among interest groups (with five groups strongly opposed and none in favor) the probability of that policy change occurring is only .16, but the probability rises to .47 when interest groups are strongly favorable (refer to the bottom two panels of figure 1). Footnote 41

Musk is the world’s richest man. He threatened members of Congress using his money, and they caved.

It’s always amusing when Americans call Russia an oligarchy. It isn’t. Russia’s oligarchs have very little power compared to Putin. If they cross him, he destroys them. They do what he wants, when he wants or they go to jail or have to flee the country, giving up any wealth in Russia.

America, on the other hand, is sickeningly an oligarchy and it’s going from indirect to direct oligarchical control.

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What if We Threw a Civil War and Nobody Came?

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On August 28, 2024

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UPDATE: I forgot to include a hilarious bit of business involving the Tennessee Bureau of Investigation vs. the Millersville (TN) Police Department. Have added it below:

Sean Paul’s post on the 2nd Amendment got me thinking about the prospects for civil war in the USA, in particular this spicy quote:

So, Sean Paul, what does this have to do with the Second Amendment Right to Bear Arms?

Everything to do with slavery, and nothing to do with holding our government accountable. Seriously, do you honestly think a couple thousand Texans with AR-15s could out fight an armored brigade? GTFOH.

It won’t be lard-ass militias that matter if there is a civil implosion in the US.

These things always come down to intra-elite splits and/or intra-military splits.

There seems to be a split between the Trump-supporting majority of American police forces, right-wing military personnel, some military officers & at least some FBI vs the Trump-hating “Deep State” CIA, NSA, Pentagon elite and the rest of the active duty military.

As NPR reported in 2021, some po-po’s were even willing to put their bodies on the line for whatever it was they were trying to do on Jan 6.

Nearly 30 sworn police officers from a dozen departments attended the pro-Trump rally at the U.S. Capitol last week, and several stormed the building with rioters and are facing federal criminal charges as well as possible expulsion or other discipline.

The officers are from departments large and small. There was veteran officer in Houston, the nation’s eighth-largest department; a sergeant in the small town of Rocky Mount, Va., and a group of Philadelphia transit officers.

Note that caveat in the headline about the vast majority of them being retired. Are we too “demographically advanced” ie old to get a war on?

Also check these nifty stats from Seton Hall’s “A Demographic and Legal Profile of January 6 Prosecutions”:

The government has won all but 12 cases brought to date (five died, four fled, one acquitted, two dismissed);

517 of 716 (72%) were charged as the result of tipsters and informants;

Florida, Pennsylvania, Texas, New York, and California are home to 43.9% of those charged;

Only states not represented among the 716 arrested were North Dakota, Nebraska and Vermont;

35.1% of defendants were identified as going to the Capitol alone;

25% were armed;

18.5 % had a background in law enforcement or the military;

Largest employment group identified is the Business Owner group, which accounts for 24.7%;

Only 35 of the 716 individuals were identified as unemployed;

22.2% had a criminal record.

Note that a disproportionate amount of the Jan 6ers came from just five states: Florida, Pennsylvania, Texas, New York, and California.

And two of those states are “solid blue” and even the red and purple states each feature very Democratic cities.

If there’s no geographic continuity to the two sides are we just going to have a nationwide running gun battle instead?

But wait, the case for imminent civil war has a couple more points to make.

TX Gov Greg Abbott turning the Texas National Guard against the US Border Patrol was a very ominous sign:

Most explosively, Texas Governor Greg Abbott in January deployed the state National Guard to block the U.S. Border Patrol from accessing a 2.5-mile-long section of the border in the city of Eagle Pass. The section includes Shelby Park, a 47-acre city park along the Rio Grande named for a Confederate general who fled to Mexico rather than surrender. Border Patrol officials had been using the park for processing encountered migrants. Now, they are effectively locked out of the park, and are mostly unable to access a heavily crossed border area to do their jobs.

Fl Gov Ron DeSantis’ creation of the Florida Guard outside federal control and his proposal to send them to the Texas border is another clown show that is also actually quite scary:

DeSantis established the Florida Guard on June 15, 2022, purportedly to enhance Florida’s capacity to deal with hurricanes. It was announced as a civilian force of approximately 400 volunteers to supplement the Florida National Guard, which balances both state and federal government control. The governor asked for $2 million.

Within a year, DeSantis and the super-majority Republican Legislature converted the small volunteer force into DeSantis’ expensive private army.

MORE BUDGET, MORE POLICE POWERS

House Bill 1285 skyrocketed the budget to $107.6 million, with half of the funds designated for “military” equipment. The number of “volunteers”— handpicked by the governor — increased from 400 to 1,500, and they were granted “police powers” to detain and arrest.

Although there is a titular head of the volunteers, the Guard may be “activated only by the governor and is at all times under the final command and control of the governor as the commander in chief of all military and guard forces of the state.”

And it is not under the state’s military control because the law further provides that: “The division [i.e. State Guard] shall not be subject to control, supervision or direction of the Department of Military Affairs in any manner…”

DeSantis moved quickly after that. He set up a military training center for millions of dollars and hired a combat-training company to recruit and train members of the Guard. The contractor was awarded a non-competitive $1.2 million contract and the company’s manual provides for hand-to-hand combat, busting down walls and interdiction in the sea.

These developments show an ominous willingness to escalate political fights into military conflict on the part of the two southern GOP governors.

But militarily this is pipsqueak stuff at this point. Were a war to erupt between the Feds and Abbot and DeSantis it would be over in a few savage minutes, as long as it takes for a pit bull to maul a baby.

And the yokel governors are not the pit bull in this scenario.

But things get very interesting, in the ancient Chinese curse sense, if Trump wins the presidential election and actually manages to place loyalists in key positions at the federal level.

But that’s a big if.

Politically Trump seems way off his game from 2016. Steve Bannon’s in jail and Trump has his head up his own ass. The rousing populism and ‘did he really say that?’ demagoguery are missing.

That makes it less likely that he could motivate supporters to truly crazy extremes.

Does Trump really seem to care enough to organize a civil war?

Also there’s the matter of social cohesion — oddly, it’s a critical ingredient for a civil war. Each side has to at least some internal unity to present a sufficient problem to the other side necessary for the brouhaha to go from “civic disturbance” or “riot” to CIVIL WAR.

Aurelian argues we don’t have enough social cohesion to get a war on.

For all the fashionable talk of “civil war,” a civil war requires organised parties competing for control of the future of the political system. We don’t have that, we just have individuals, and small groups without much cohesion, united only in their detestation for the system.

It may be the case that we can bumble our way into something really nasty without  leadership on either side capable of catalyzing discontent into a coherent force.

If there’s a major economic collapse or a military disaster on a foreign front all bets are off.

But even in those scenarios, I’d anticipate more of a gradual disintegration into warlordism than an 1860 type thing.

UPDATE: I can’t believe I forgot to include the piece de resistance. This is a classic real-world example of a conflict between MAGA chuds in power locally vs. a state law enforcement agency:

In a perplexing pair of podcast interviews, the Millersville chief of police says the Tennessee Bureau of Investigation has begun limiting his department’s access to certain sensitive law enforcement data.

It follows a scandal first dug up by NewsChannel 5 Investigates into the troubled police department for the community of 6,000 just north of Nashville.

“Once we start getting this bad publicity, our access starts getting cut off to financial reports, FinCen,” Chief Bryan Morris said in an interview with far-right podcaster Tom Renz. The interview was posted on X, the platform formerly known as Twitter.

“We can’t do investigations,” the chief continued. “We don’t have everything in this office that we need, you know.”

Renz chimed in, “You need the tools provided by federal law enforcement and other agencies, and state agencies.”

“And now we’re being denied that,” Morris insisted.

…

Morris — who also serves as interim city manager — claimed his department is now cut off from one of the most sensitive law enforcement data sources available.

The Financial Crimes Enforcement Network — sometimes known as FinCen — is a program run by the U.S. Department of Treasury that can give police access to certain banking and other financial records of individuals when there is a legitimate law enforcement purpose.

Morris claimed that, because of NewsChannel 5’s investigations into his conspiracy-minded assistant police chief, Shawn Taylor, the TBI has now cut them off.

Renz asked, “Have they given you a good reason that they are denying you access?”

“No,” the chief answered. “I’ve actually called down there and talked to them, and what I’ve been told is we’re on hold because they are auditing us.”

As part of Taylor’s many bizarre conspiracy theories — including claims that some of the nation’s most powerful political figures are involved in child sex trafficking — Taylor has sometimes boasted about having access to sensitive data linked to some powerful people.

That includes the banking records for U.S. Senator Marsha Blackburn’s campaign.

 

Hard To Care About the Attempted Assassination Of Trump

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On July 13, 2024

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Disputed if this picture is real, but it doesn’t matter, it’ll be the iconic picture.

Obviously it makes him more likely to be elected. Obviously you can’t call someone Hitler and a fascist and a threat to everything good without an increased chance for violence. If he is Hitler reborn, after all, killing him would be the right thing to do.

Blame will be apportioned, whether rightly or wrongly, and it increases the chance and amount of violence and repression down the line when and if Trump becomes President.

I don’t, personally, care much except as regards the consequences. I wouldn’t care if Trump or Biden was killed, not for them, anyway. They’re both mass murderers and Trump has spent the last nine months going on about how much he supports the Gaza genocide.

That said, I wouldn’t kill either myself or advise anyone to assassinate them, as it is counter-productive and pointless. Both of them are symptoms, not causes, and if Trump had been killed whoever replaced him would have been as bad or worse and likely won on a sympathy/vengeance surge.

America’s problems aren’t about any individual. If only it were so.

(Also, I don’t see why everyone’s so worked up. As Trump once said about a school shooting, “get over it.” This is the country the right and neoliberals wanted: all these weapons available + an economic and political pressure cooker. What did you think would happen?)

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The Terrible Bind America’s Elites Are In

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On January 11, 2021

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One point worth highlighting right now is that, despite the push to impeach AND convict Trump, Hawley, and others, it’s unclear that it will happen — even unlikely.

These folks did push the invasion of the Capitol, and it’s more and more obvious that some of the invaders had rather sinister plans had they been able to grab Senators, Pence or Reps; the zip-ties make this rather clear.

They made US elites feel unsafe in a way that hasn’t been true since 9/11. US elites regularly kill, impoverish, and hurt millions of people, but for them to even be so much as scared is intolerable.

The problem is, this is colliding with another principle: The principle of elite immunity from consequences. Elites don’t really go after other elites. Trump, pre-Presidency had committed dozens of crimes, but was never prosecuted, because everything he had done, did others had done also.

Essentially, every senior Wall Street and banking executive is guilty of fraud in the lead up to the sub-prime crisis, and they were all let off with slaps on the wrist. George Bush was unquestionably a war criminal and so were many of his senior officials, and I’d argue the same is true of Obama.

Even Clinton’s “emails,” widely dismissed as “no big deal” is the sort of offense which, if done by someone junior, would — at best — end their career and would more likely lead to jail time.

US elites send other elites to jail very rarely, and political elites do this almost never.

So there’s a real bind here. On the one hand, some Republican elites put the rest of the US federal political class at risk. On the other hand, well, who wants to set a precedent that a US president, senator, or representative can be truly held to account? Impeaching is one thing, convicting another (which is why Biden is wishy-washy about impeaching and convicting Trump).

Who knows? After all, where it would end if elites started holding each other accountable, when they all know that almost every one of them has violated many laws and far more norms?

For elites, the law is a sword they use against their lessers, not a weapon intended to be used against them. It is a shield against the hoi-polloi and has nothing to do with justice or equality before the law.

Feel for them, in their terrible dilemma: What is more important? Their physical safety or their legal immunity?

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Plus c’est la même chose

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On December 31, 2020

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***MANDOS POST MANDOS POST MANDOS POST****

Jeremiads notwithstanding, it appears that Biden’s strategy of appealing to Trump-disgusted suburban voters worked. At the US presidential level, at least, left-populists and Sanders supporters proved to be essentially irrelevant, politically. The Democratic consultant class has had its biases confirmed. What is, haha, left to the left-wing populist is to double down on the jeremiads: to predict that in the future, the inevitable failure of now-successful beige neoliberal centrism to reinstate its heavenly mandate in the USA will result, down the road, in the election of a smart fascist/right-populist Man On Horseback, if we’re lucky, merely a Viktor Orbán figure or suchlike for the American context — or worse, possibly much worse.

This reasoning seems very plausible to me. Because it is true that unless the neoliberal establishment has a change of heart, Bidenist/Obamaist US leadership will not be able to turn the ship around from an on-going trajectory of national and global decline. And insofar as that decline is felt in shrinking living standards, and insofar as “beige centrism” manages to suppress left-wing alternatives, the population will likely turn to forceful/violent right-wing populism, and all the inherent divide-and-conquer grifts that right-wing populism brings with it alongside the nationalist emotional highs and the “sugar rush.” As I said, it seems very plausible.

One of the bad habits of neoliberal intellectualism is an excessive reliance on “counter-intuitive” explanations as exemplified by the once-popular book Freakonomics.   We should be rightly suspicious of narratives that tell us that things we view in common-sense terms as bad are actually good. Sometimes counter-intuitive explanations like that are valid, but only sometimes. But we should not fall into the reverse trap and always uncritically accept simpler explanations that happen to match our moral intuitions. A common left-wing moral intuition is what I explained above: A people increasingly deprived of access to the good life and unable to access progressive responses to that deprivation will eventually provide reactionary forces a breakthrough. It has, after all, happened before.

It is the implied determinism that we should view with at least a little bit of suspicion. First of all, although we should heed history’s warning signs, history actually does not truly repeat reliably, and context matters. Trump’s senility and incompetence was, in point of fact, part of the Trump political brand. It was the riposte to a failing elite in a time when elite “competence-signalling” was part of the elite self-image. The specific trajectory to the “competent Trump” is much harder to fathom, when the incompetence was specifically a part of what he was and still is lionized for by his most ardent followers.

If we leave aside the typical and easy materialist determinism that thrives particularly on the more left end of the spectrum and accept a little bit of “counter-intuitive” reasoning, a different picture emerges. One in which the success and failure of Trump was highly dependent on circumstances over and above material discontent, circumstances that are difficult to line up again.  Circumstances in which the very competence of the future feared competent fascistoid is one of the features that prevents his (or her) rise, just to give a possibility. One in which the bad memory of Trump is sufficiently mobilizing for a long enough period of time that the mainstream neoliberal centre is protected from attempts at overcoming it.

In that world, between every election, things just keep getting worse and worse. And yet, the process of coalition building in a complex society given the American political system simply throws up Biden after Biden, Democrat or Republican. Decline centrism, unending. Like Tyler Durden’s vision in Fight Club, with people drying meat on the asphalt of a ruined highway, except they’re still arguing over whether they should choose the chieftain with the red trim or the blue trim as head chieftain, out of fear that one of them might reduce the incentives created by the fear of winter freezing by their proposed “peltfare” program.

Imagine this future: the soft, dirty sole of a comfortable white Reebok runner gently stroking a human cheek — forever.

Trump Is Right to Talk to Kim

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On March 12, 2018

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“Only Nixon could go to China.”

North Korea and America never made peace after the Korean war. It’s just an armistice.

The North Koreans have repeatedly said they want a peace, Americans have repeatedly said no–long before it was about nukes.

Bill Clinton had a nuclear deal, Bush Jr. tore it up. Then he invaded a country that had no nukes: Iraq after the UN made damn sure there weren’t any.

Then Qaddafi gave up his nuke program. His reward for that was death, but only after being sodomized by a knife. Hillary Clinton and Obama get the nod for that one. (Clinton convinced Obama, who was initially inclined not to support “regime change” in Libya.)

So, frankly, I’m not sure that, if I were Kim, there’s any way I could be convinced to give up my nukes. It looks dangerous. Still, perhaps a deal can be made, and North Korea is armed to the teeth conventionally, with huge amounts of conventional artillery pointed at Seoul.

But the bottom line is this: Whether you like Trump or not, trying to make peace with North Korea is the right thing to do. Another president should have done it long ago. I have my doubts that Trump will manage it, but he’s right to try, and if he succeeds he will deserve praise.

Now if he’d just grow up about Iran and stop talking about tearing up that nuke deal.

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Syria and the Cult of the Tough Decision

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On April 8, 2017

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(POST BY MANDOS!!!)

The chances were always high that regardless of who was elected, Trump or Clinton, there would be some kind of American attack in Syria.  However, the chances were always higher with Trump than Clinton. Yes, you read that right: It was always a lot more likely that Trump would attack Syria than Clinton would. The reason for this is that Clinton took a more hawkish position on Syria before the election. Trump took a right-populist position of focusing on domestic politics and telegraphed a Russia-friendlier course. This more or less convinced me that he was going to attack Syria at some point. Likely, Clinton would have too — but with Trump it was basically inevitable.

Running a complex industrial and military power requires a highly technical bureaucracy. That bureaucracy therefore has an ultimate veto on what is possible to accomplish that is necessarily beyond democracy. That bureaucracy has made it clear that it won’t implement policies by people it doesn’t consider to be “serious.”  The hallmark of seriousness is the ability to make the Tough Decision.

(DID I MENTION THAT THIS WAS A POST BY MANDOS? BEFORE YOU COMMENT…)

The complaint by the technocratic class against what it denigrates as “populism” is — among other things — that populism is ultimately the rejection of the Tough Decision. Left-wing populism holds that there are a lot of win-win situations where the benefits to (most) stakeholders far outweigh the costs of participation. Right-wing populism does not believe in win-win propositions, but rather that in a win-lose situation it is effortless to identify who should be on the losing side of the equation and to practically shove the loss onto them. Either way, left- and right-wing populism deny the centrality of the Tough Decision in leadership.

Clinton ran as the anti-populist candidate, presenting herself as the one who would preserve an already-great America through her ability to make Tough Decisions that distributed costs in a way that her supporters wouldn’t always like. Trump ran as a right-wing populist, explicitly riding on the feeling that there were designated “winners” who weren’t winning and designated “losers” who weren’t losing, and proposing solutions whereby this state of affairs could be effortlessly corrected. Insofar as he has attempted to make good on this aspect of this program in a public way, the system has acted against him, because all of the other entities, and that includes the House “Freedom” Caucus, believes in the Tough Decision.

Foreign policy is always the domain in which the right-wing populist can most easily exercise the Tough Decision and win back some loyalty from the managerial class. That is because, in the short run, breaking a promise on a foreign policy or military point is often the one that is lowest-cost to his principal support base. By attacking Syria, Trump proves that he can make a Tough Decision and that he can be “brought to reason” by the policy elite. Clinton would not have had to do this so soon, at least, and would thus have had the confidence of the policy elite that she would “push the button” but would merely be holding off until a strategically more optimal moment. The policy elite seems to have been afraid that Trump would never push the button. That concern has been proven unjust.

The cult of the Tough Decision is killing the world. It is not merely a fetish of a generation of technocrats but deeply engrained into the psychological structure of our society. It stems from a couple of inoffensive common-sense pillars:

  1. There Ain’t No Such Thing as a Free Lunch
  2. You Can’t Have Your Cake and Eat It Too

Both of these are narrowly true. Every “free” lunch requires at least some effort to go and obtain it. (1) is merely a recognition that all things have an up-front energy cost. (2) is merely a recognition that once you’ve made a choice, the world changes such that the very same choice is not available a second time in its exact original form. In present-day psychology, we exaggerate these to mean that not merely is there an up-front cost to everything, but it is highly likely that most up-front costs outweigh the benefits — and that there are no win-win situations, because the up-front cost of most choices must result in a major stakeholder losing out.

This exaggeration of common-sense wisdom has come in its most exaggerated form of the fetishization of abstract intellectual exercises from economics and game theory. These exercises are concentrated in the political and managerial elite, but they are constantly reflected in popular discourse and media culture. It is propagated by often very well-intentioned people who would like to make the world better.

Its results are particularly damaging to left-wing populism, because left-wing populism is founded on the existence of low-cost, self-replenishing free lunches — repeated win-win situations. (As opposed to, as I said, right-wing populism, which rejects either the low-cost or the self-replenishing part.) The existence of these free lunches probably sounds like an absurdity even to readers here. Admittedly, they seem to be vanishing quickly, but they are not all gone. Single-payer universal health care in a developed country is one of these free lunches, where the principal payers of the monopsony cost (medical services providers of various sorts, including large organizations) can afford the cost without true suffering.

In a twist of fate, Trump was one of the popular purveyors of the Cult of the Tough Decision in his reality show career. Reality TV, of the “voting off the island” genre, is all about making someone cry in public as a designated loser, and then self-back-patting that it was a responsible or necessary or realistic choice. It is a genre that is emblematic of our era. So it should surprise no one that Trump returns to the ontology of public action that worked out so well for him.

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