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

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The Carlson/Putin Interview

I think this is worth listening to. I’ve put notes below. It’s not in essay format, just what I found significant as I was listening.

Whatever you think of Putin, at least he’s educated and speak in complete sentences and has a historical understanding (whether you agree with it or not.) He makes Trump and Biden look like the idiots they are.

In fact, Putin makes almost every Western leader look like an ill-educated moron. Orban is an exception. This isn’t a political judgment. I don’t much like Putin, but I can respect him. I can’t respect Biden, Trump, Sunak, Scholz, Macron, Von Der Leyen or my own PM, Trudeau.

Fuck, I’m loving this history lesson from Putin “oh, and here are copies of the historical documents, showing I’m not making this up.”

And Tucker’s expression, looking at Putin is hilarious. Absolutely “WTF, why is he giving me this history lesson.” How many politicians has he interviewed over the years, and this erudite (though really very much a skim) disquisition is alien to him.

Tucker’s kind of stupid, “but we have a strong China the West isn’t very afraid of”. I mean, WTF?

Putin’s point that Russia in 90s and much of the 00s wanted to be part of the West, desperately so, is entirely accurate by my memory and I was around.

Russia /should/ have been turned into a Western ally, and if it had been, China would be /much/ less of a threat. But our politicians (I won’t call them statesman, the last US statesman was James Baker) were fools.

And yes, the war against Serbia was the first great break in Russia’s trust of the West and that the West would obey international law. If Serbia can be broken up, well, why not other countries?

And yes, I remember that Russia asked to join NATO. What a different world that would be.

Pointing out that the US exerts pressure and Western countries obey, which is usually true, and has become more true.

Under Bush, the CIA confirms they are working to support the Chechen rebellion. Of course, Putin and Russia don’t like that.

And then the missile defense system, Putin offers to make it a multilateral defense system which is supposedly against Iran. America refuses.

Russia points out that if they aren’t in the missile defense system, they’ll have to find a way to overwhelm the new defense system–which they did: hypersonic missiles.

And, of course, NATO expansion makes the Russians feel unsafe, which, of course it does, when they won’t let Russia join NATO.

And the point that you can’t make a deal with Europeans, because they will bow to American pressure. But you can’t make a deal with America, because they won’t keep their word.

And Georgia and Ukraine joining NATO is a no go for Russia.

Talking about the coup-d’etas in Ukraine. Which, of course, there was and I said so at the time.

Ukraine can’t have a free trade agreement with both Russia and the EU at the same time since Russian market would be flooded. (Yeah, 100%. Would have been a disaster for Russia. Plus a route for operatives to infiltrate Russia easily though Putin doesn’t say that.)

Russia tells Yanukovich not to use armed force, because US agrees to calm down Maidan. But US doesn’t keep their deal, force is used by Maidan, and the coup happens.

The Ukrainian attacks on Donetsk are the main break point to Putin.

But also, gaurantees against the coup were ignored by the European countries. Again, a loss of trust. Can’t make a deal with the West, especially Europe.

NATO in Ukraine is the red line. (Which is what I always said.)

Then breaking the Minsk agreements. Again, the West and Ukraine won’t keep agreements with Russia.

From Putin’s POV he didn’t start the war in 2022. The war was ongoing, Minsk agreement broken, Donetsk under constant attack. He intervened, yes, but the war was already ongoing.

(Not unreasonable. I warned at the time and indeed for decades that this would happen.)

This Putin/Carlson interview is super embarassing to the West. I literally can’t think of a Western leader today who could lay out a case like this, coherently and intelligently. We are ruled by imbeciles.

I mean, I don’t agree with a lot of Russian policy, or how they’re going social conservative. But goddamn, Putin makes our leaders look like incompetents.

Putin claims that he withdrew from Kiev at western request, as a requirement for making a peace deal. As soon as the Russians did, the West ended the peace talks.

Nasty if true and yet another, never trust these fucks and impose a peace by winning the war.

Unfortunately, I find this credible. I don’t know if it’s true, but I believe Putin more than UK PM Johnson or Biden.

Putin: Ukraine’s national identity is based around glorification of Nazi collaborators as heroes, and de-Nazification means ending this national identity.

De-Nazification would be done by making Nazi and Neo-Nazism illegal in Ukraine, in the peace treaty, per Putin.

Putin hasn’t talked directly to Biden since the start of the war and sees no reason to do so.

Putin: US blew up Nord Stream: motive and ability.

Putin: Germany’s leaders are not looking after Germany’s interests primarily.

World should be safe for everyone, not just the “golden billion”.

Using dollar as weapon is one the biggest strategic mistakes of the US. (Putin)

US dollar as trade/reserve dollar, allows US inflation under control, and damaging it by using it as sanctions is a grave mistake. Even US allies are downsizing dollar reserves.

Until 2022, 80% of Russian trade was in US dollars. Now 13%.

Denies fear of Chinese economic power. China’s foreign policy is not aggressive, but looks for compromise. China/Europe economic cooperation is growing faster than China/Russia cooperation.

Bilateral trade with China is 230 billion, and is well balanced. 1992 G7 – 47% of trade, now a little over 30%. Brics only 16%, now higher than G7.

US does not understand the world is changing and does not adapt because of conceit. Trying to resist with force is failing and will fail.

President does not matter, what matters is the elite mindset. As long as American elites believe in domination at any costs the US cannot adapt.

Largest number of sanctions in the world are against Europe and at the same time Russia became 5th largest world economy and the 1st largest in Europe.

Russia can’t really understand the power centers and elections in the US.

US never seems to cooperate, but always to use pressure. In relation to US, cold war elites just kept doing the same thing, and assuming they could win the same way against China as they had against the USSR.

Definitely thinks the US deliberately provoked the Russian invasion. They controlled Ukraine and Ukraine ignore Minsk, talking about joining NATO and attacking Russians in Donetsk/Luhansk and discriminating against Russians in Ukraine.

Believes Zelensky was scared of neo-Nazis when he took charge, and realized the West supported the Neo-Nazis.

Weird series of questions on religion, like “do you see God in human history today”.

Putin: history has its laws and rhythms. Rise and fall.

Some talk on genetic sciences and AI as a threat.

Musk and others involved in AI and genetics need to be regulated.

This should be done by an international treaty.

Russia is willing to negotiate, it is the West who is refusing to negotiation: Ukraine is under US control.

Ukraine cannot defeat Russia strategically, even with NATO support, so it only makes sense to negotiate.

Putin: I know they want to negotiate, but they don’t know how to do so. But it will happen sooner or later.

The war is particular tragic, because to Putin, Ukraine and Russia are still a single civilization with a single soul.

Final Commentary: As I said at the start, Putin makes most Western leaders look like dunces. He can discuss history, economy and politics fluently. He has numbers and dates and analogies at his fingertips.

And yes, as far as I’m concerned, Russia was treated incompetently by the West. They could easily have been made into Western allies, effectively a part of Europe. Moving NATO forward was obviously a threat to Russia when Russia had been promised it wouldn’t happen and when Russia even offered to join NATO.

(Transcript of interview.)

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Ukraine Update Feb 6, 2024

The bottom line here is that Ukraine appears to be running out of both infantry and ammunition and Russia has plenty of both, plus air superiority. Ukraine is now bringing in more women, and is trying to convince EU countries to return Ukrainian refugee men so they can be conscripted.

There isn’t much map movement, but that doesn’t matter, what will happen is that the Russians will keep depleting Ukrainian forces until there simply aren’t enough, then they will leap forward and take a vast amount of terrain unless Ukraine gives them what they wants before then.

With the Ukrainian military broken, and the Russian army able to advance as it pleases, Russia will be able to dictate surrender terms, and that is what they will be. At the least: all Russian speaking areas, the coast, Crimea and the land bridge and Austrian style neutrality.

It should be pointed out that unless NATO is willing to declare war, the US has no leverage.

There’s nothing America (the EU will just do what the US tells it to) can give Russia that matters: Russia doesn’t need sanctions relief and is better off without it: their economy is doing better because of the sanctions forcing internal development than it did before the sanctions. (Yes, folks, despite what you’ve been told all you lives, free trade with everyone is stupid and always has been.)

Russia is winning, Russia will win, this was always obviously going to be the case.

May 16, 2022 I wrote who would win and lose from the Ukraine war. Re-read the article. For all intents and purposes I got everything right, except that Russia has benefited even more economically and my “marginal victory” was wrong: Russia is winning a significant victory, strategically speaking.

Sanctions will force more import substitution and help overcome the “resource curse”, making it cost-effective to make more things in Russia

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The Conditions For Peace In Ukraine

I recently listened to a long podcast with Mearsheimer. One of the hosts discusses Putin floating the principles of a possible peace deal.

I don’t see how it can happen. The US and Europe have admitted that they went into the Minsk agreements intending not to keep them, and that is after the US betrayed Russia over Libya, getting their vote based on telling them that it was not intended to be a regime change operation.

Putin is said to have spent a couple days watching the video of Gaddafi being raped with a knife, then killed. Focuses the mind on what happens if you trust the wrong people and what the West wants done to its enemies. (People wonder why Putin hates Hilary, this is why.)

So, there can be no deal, because Russia and Putin don’t believe that the West in general and the US in particular (they have contempt for EU leaders who the know simply follow US orders) can’t be trusted to keep it.

That means there’s really on one way to have a peace deal: hostages.

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It’s an old idea. If there’s no trust, in the old days you had people the other side cared about, usually family members, live with you. Break the deal and they get it in the neck.

So if there’s to be a deal with Ukraine, there have to be hostages, and they have to be given to Russia. Not people, in this age, but something the US cares about. Perhaps the contents of Fort Knox? Perhaps something else? (Suggest possibilities in the comments.)

I personally can’t think of anything that would be enough, so I can’t see a peace deal now.

The deal will happen when it’s a surrender deal. When the Ukrainians firmly admit they are losing and losing badly. And world war I style deal, where the victor sets the terms.

As such, I don’t see Ukraine keeping Odessa, for example. The deal will be ugly.

Ukraine Has Lost

It’s all over but the shooting, as the saying goes.

Avdiivka is being encircled in record time. The US is transferring its attention to Israel and Palestine. The Russians now have the largest armaments industry in the world for the stuff that matters, and North Korea and Iran are supplying them massively (though Iran may be about to be distracted.)

Back in March 2022 Ukraine could have negotiated peace terms. My guess is that the next negotiations will be surrender terms.

It was always clear, and I have said so consistently from the start, that Russia was going to win. Ukraine cannot win a war of attrition with Russia, especially when Russia has air superiority and far more artillery and artillery shells.

The West has been unable to ramp up weapon production, mainly due to the arms industry being a very small oligopoly who are interested in earning more per unit and maintaining bottlenecks.

Last year I read in an article that Medvedev, I recall, explained to Russian arms company execs, in excruciating detail, exactly what the Soviets did to plant managers who didn’t meet quotas in WWII. Since Putin has a record of dealing harshly with capitalists who cross him, this was taken seriously. The West isn’t really taking the war seriously, except maybe Poland and the Baltic republics, and Poland has essentially no arms industry of its own.

U.S. News now ranks Russia as the most powerful military in the world. I suspect they’re overstating the case, but Russia is certainly number two or three. My suspicion is that, as in the Cold War where USSR military strength was constantly overstated, this has to do with wanting more money for the military budget.

The sooner Ukraine negotiates, the better deal they’re going to get. Fortunately for them, Russia would be insane to take non-Russian majority areas anyway. The real risk is the coastline, while it isn’t all majority Russia, the urge to make Ukraine into a landlocked country will be immense. And certainly Russia wants Odessa.

In a larger sense the loss of Russia to Chinese alliance is the loss of any chance of defeating China. The biggest geopolitical blunder of the early 21st century, and the end of the oil and gas deals with Russia is the end of German/European energy intensive industry, which is a LOT of it.

Oh well.


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The Lost Chance For Peace In Ukraine & What It Will Cost

The great devastation of World War I for the combatants was a lost generation. A massive chunk of the fighting age men died. The established figure for France is somewhere around 1.5 million (the official figure is 1.3 million, but it is generally agreed that’s too low.)

Let’s take a look at what that meant. First the population pyramid in 1914.

Next, the population pyramid in 1920 (Both from Wikipedia.)

Ouch.

Similar charts for France before and after the Napoleonic wars would be even worse. Or Russia before and after WWII.

Anyway, at the beginning of the war and even before, I called for peace on the Austrian model. Well, it turns out that almost happened.

Gerhard Shroeder, the former chancellor of Germany, confirms.

At the peace negotiations in Istanbul in March 2022 with Rustem Umerov, the Ukrainians did not agree on peace because they were not allowed to. For everything they discussed, they first had to ask the Americans. I had two talks with Umerov, then a one-on-one meeting with Putin, and then with Putin’s envoy. Umerov opened the conversation with greetings from Zelensky. As a compromise for Ukraine’s security guarantees, the Austrian model or the 5+1 model was proposed. Umerow thought that was a good thing. He also showed willingness on the other points. He also said that Ukraine does not want NATO membership. He also said that Ukraine wants to reintroduce Russian in the Donbass. But in the end, nothing happened. My impression was that nothing could happen, because everything else was decided in Washington. That was fatal. Because the result will now be that Russia will be tied more closely to China, which the West should not want.

And the Europeans? They have failed. There would have been a window in March 2022. The Ukrainians were ready to talk about Crimea. This was even confirmed by the Bild newspaper at the time.

No NATO, Austrian style peace, they give up their claims on Crimea.

Instead what has happened is the loss of a generation of Ukrainian men. I suspect the overall population will turn out to be even worse than the French in WWI, especially since 6.2 million fled Ukraine out of a population of 43.79 million before the war. That’s about 14%. I’m guessing most of them won’t want to return, though some will be forced to by their host countries.

Ukraine will take generations to recover from this war. Eighty years from now it and climate change will be the major factors.

Ukraine is going to wind up without Crimea, Donbass, Luhansk, the Crimean land bridge and possibly a chunk more. It could even lose its entire coast.

The war is being determined on the battlefield. Russia is now, as best I can tell, actually taking ground faster than before. In the battle for Avdiivka the Russians have taken the local hill with the commanding view over the entire region, allowing them to interdict reinforcements and hit anything they want.

They did this quickly.

Ukraine is losing, the speed of its loss will increase, and they will wind up with less population and land than if they had just made peace two months into the war.


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British Intelligence Says Russian Casualties Up 90% + Palestine Update

I love this sort of thing.

Russian offensive military campaigns in eastern Ukraine have been partly behind a 90% increase in Russian casualties recorded by Ukraine, according to an intelligence update from the UK Ministry of Defence.

Russia has been carrying out offensive operations in the area of Avdiivka, a small city just to the north of Donetsk.

We’ll note first that UK intelligence has been just a wee bit biased. So if they say 90%, well, take it with a tablespoon of salt.

But let’s assume this is true. What that means is that on shifting to offense from defense, while attacking one of the most heavily fortified areas in Ukraine, Russian casualties have slightly less than doubled.

Which is dog bites man. It’s what you’d expect.

The question is advancement. Maps are quite different from different sources and so are casualty lists but it’s clear that this is slow work.

The bottom line is that Avdiivka is more heavily fortified than Bakhmut. Russia isn’t going to take it easily or quickly unless there is a Ukrainian collapse. Understand clearly that the US and NATO are running out of arms to send to Ukraine, and that artillery shells and missiles intended for Ukraine are now being sent to Israel.

The Palestinian/Israeli war is turning out to be a big plus for Russia and if the war expands, especially if the US becomes more directly involved, Ukraine may find itself out of equipment and ammunition. America is particularly like to go to war if Iran declares.

Without equipment, even the best fortifications won’t stand.


Meanwhile, in Palestine, the 17 trucks of relief were not, in the end, let in. Most Palestinians are down to about a liter of water a day, and not clean water either. Food is running out. The Israeli army has still not invaded Gaza. I would guess they are waiting for deprivation to do its work, and reluctant to allow any aid in because some of it would be used by Hamas fighters.

Israeli morale appears to be shaky, and they are very wary of invading a built up urban area with 40K entrenched fighters. Since they don’t feel they can win that battle as it stands (at least without shattering casualties) they are engaging in siege warfare. Unfortunately, there are 2 million civilians.

All hospitals in Gaza have been told they must evacuate, and are refusing. Anaesthetics are almost entirely out, so operations are being carried out without anaesthesia. Vinegar is being used as a disinfectant in some cases.

To call this a humanitarian disaster is to understate the case, but at least the Israelis have managed to make Russia look civilized.

I would expect massive breakouts of disease given the water and sanitation issues, especially if this goes on for weeks to months, as seems likely.

The Israeli end game appears to be genocide or full ethnic cleansing. We’ll see if they stick it out and if other forces allow it. Even US friendly states like Qatar and Jordan are becoming restive: Jordan’s King straight up refused to meet with Biden, which is amazing.

At least one Iraqi militia is moving to the border with Israel, and I expect many are. Hezbollah is being held back, I suspect, by a reluctance to have Lebanon subject to full bombing again, but have forced Israel to create a five mile DMZ on their border and to evacuate settlers.

I still think an OPEC embargo would be the simplest way to force an end to this, but if a military solution is desired, I’m sure Hezbollah and other potential antagonists want a simultaneous declaration of war.

The joker remains Israel’s nuclear weapons, with threats to glass Iran, and so on. The simplest solution would be to get a nuclear umbrella from Pakistan or Russia, but even that might not work if Israel thinks it is about to lose. To avoid that, a reciprocal threat would have to be made: a promise to not kill Israeli civilians unless nukes are used. Ugly, but Israel is, at least, acting like a mad dog.

This seems likely to drag out for quite some time, which is very bad for the civilians in Gaza.

If you ever wondered what you would do if a genocide was likely or occurring, you now know.


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Palestine and Ukraine Updated Commentary

In the Ukraine, Russia is advancing, and while it’s slow, it’s steady and a lot better than Ukraine did in its complete flop of a counter-offensive. Weapons and aid from America are now flowing to Palestine, and most Western countries are reluctant to send more arms and munitions, not least because the shelves are almost bare and production has not been significantly ramped up.

Russia, on the other hand, has vastly increased its ability to produce key munitions, and is importing from North Korea and Iran (though Iran may soon become more reluctant.) The Russians have more artillery, more missiles and more drones, and plenty of artillery shells. Ukraine is so desperate for manpower it is trying to force Ukrainian who fled to other countries to return so they can be conscripted, and it has expanded conscription among women.

The immediate front is highly fortified, and Russian movement into it is slow, though not as slow as Ukraine’s was. Mud is also an issue, but it remains entirely poss that Russia will break thru at some point in the next few months.

Militarily, it would be very much in Russia’s interest if the Israel/Palestine war was to expand, and if the US was to become involved

As for Gaza and Palestine, the Israeli Army keeps coming up with excuses not to invade Gaza. First it was “there are clouds”, now it is “we won’t invade while Biden is in Israel.” Hamas still has at least 40K troops, and Gaza is excellent defensive ground, plus if Hezbollah wants to open a second front, it’s logical for them to wait till Israeli troops are engaged in Gaza.

The US may have indicated (I have some doubts) that if Hezbollah attacks Israel, it will attack Hezbollah. I’m not sure how well this will work out for the US: even Jordan might no longer be willing to base their aircraft, Iraq bases will come under attack immediately, and I suspect Turkey will forbid sorties to fly from there. That means reliance on aircraft carriers, and Hezbollah has anti-ship missiles, with Iran having a lot more.

Part of what is driving Israel to delay the invasion of Gaza (or rethink it entirely) is a desire to make sure that if regional war occurs, the US is actually part of the war. Israel alone against Hezbollah/Syria/Iran/Hamas, is in serious danger of losing.

Water has supposedly been turned back on in Gaza, but it makes little difference, as there isn’t enough power to run pumps and deslanization, and much of that infrastructure was bombed day one by the Israelis.

Leaving aside direct deaths from lack of water, or drinking untreated water and sea-water, it would be surprising if there wasn’t a cholera epidemic soon.

Even leaving aside a ground incursion, actual genocide can occur if the water, food and power situation is not resolved soon.

Negotiations are ongoing to get humanitarian aid in with some commitments made so there’s reason for mild optimism.

Likewise there are negotiations to allow refugees out to Egypt, though Egypt definitely doesn’t want them and it’s going to take some massive bribes to get them to accept anything more than token numbers, if they will at all. (Egypt is in a debt crisis right now, if I were them I’d hold out for actual debt forgiveness, not another crap IMF deal.) Remember that Hamas is ideologically aligned with the Muslim Brotherhood, whom the Egyptian military couped, and violently suppresses in Egypt, where they are the natural ruling party.

It is also true that allowing massive numbers of refugees into Egypt gives Israel the “win”, allowing them to ethnically cleanse another group of Palestinians

Gaza hospitals have been repeatedly hit, and there are reports Gaza is now out of painkillers among many other medicines and medical supplies. Given how bombing tends to produce burn victims, this is especially horrific.

There is still serious danger of escalation of the Israeli/Palestinian war, and if it escalates it could escalate very quickly and widely. If the US starts hitting Iran, well remember that Iran is a serious Russian and Chinese ally. Understand also that the “street” in most Muslim countries is super-majority pro-Palestine.

Frankly, if I were them and could co-ordinate it, I’d just all declare war and finish the problem once and for all. Israeli unconditional surrender, and the creation of a new Palestinian state with equal rights for all, no matter their religion or ethnicity. Then de-Zionize. In other words, give them the Germany/Japan post-WWII treatment. As long as Israel exists as a religious ethnic apartheid state, it will remain a source of massive instability, and remain the possible flare up point for regional or even world war.

We’ll continue to keep an eye on Palestine going forward, but I’ll see if I can weave in articles on other topics.


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The Pointlessness Of Continuing The Ukraine War (And Its Future)

So, this map tells you about half of what you need to know about the war in Ukraine this year:

For this, some hundreds of thousand of soldiers and civilians have been killed, wounded, raped, tortured or made into refugees.

From fairly early I’ve been saying that Ukraine should be settled by peace negotiations.

This is why.

This is WWI bullshit. Ukraine is gaining nothing, and Russia is gaining little (they’ve significantly improved their alliances and their ability to produce war goods.)

Ukraine is under extreme stress. Western countries are becoming less willing and able to support it, they’ve engaged in multiple waves of conscription and are at the point of trying to force men who fled Ukraine to come back, sign up, and go into the trenches.

There’s a fairly strong argument that France never recovered from the manpower losses of the Napoleonic war and WWI.

Now, as for the future, these sorts of wars end when one side can’t keep it up any more, and when it can’t the war ends fast or large gains are made. The country most likely to not be able to keep it up is Ukraine, it has far fewer men and resources than Russia, and those allies providing armaments are losing the will or ability to keep doing so, while Russia’s allies (who provide mostly parts, other than Iran and North Korea, who could care less about sanctions) find Russia’s needs easily supportable.

It’s hard to say “when” this will happen, but it could even occur during the next Russian offensive, it’s more than possible.

Ukraine should have negotiated for peace back in April of 2022. They had almost done so, according to many sources, when Boris Johnson visited and suddenly they changed their mind.

What have they gained by continuing to fight? Nothing but a lot of dead people they can’t replace and a pile of destruction.

As for the West, we are clearly “fighting to the last Ukrainian” and that’s despicable.

End the war. Ukraine is very unlikely to get better terms later than sooner.


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