All That Xi Wants

Three things:

  1. Social stability (i.e., no public unrest or challenges to his leadership);
  2. A dynamic economy; and
  3. Reduced inequality.

The problem is that he can’t have all three. #2 requires a blast of capitalism, which inevitably involves creative destruction and increased inequality, which is inconsistent with the other two objectives.

What does this mean in practice? #1 is the only goal that isn’t negotiable. It will prevail over the other two, which essentially means no change to the status quo unless or until the demands from the public become too strong to ignore.

On the CCP and Creative Destruction

Mao liked to break things. He thought stability and stagnation were the enemy. And so, he fought for continuing revolution, even against the rest of his party. His “success” was the impoverishment of China.

The next generation of Chinese leaders saw national salvation in economic development, which inevitably leads to a process in which winners turn into losers, and vice-versa. Creative destruction, not stability, is what capitalism is all about.

The Xi generation rules over a powerful nation. It values stability over everything else, including growth, because it has much to lose. What does this mean for the Chinese economy?

In the end, it means a return to stagnation–just at a higher level than before.

The Paradox of Contemporary American Populism

Populism, by definition, is an attempt to rouse the masses against an elite that is perceived to be self-interested and corrupt. Populists should, therefore, welcome an increased level of participation in the political process by the powerless.

But contemporary right-wing American populists don’t speak for a majority of the American people. What’s more, they know it. As a result, they make the argument, based on the views of the Founding Fathers, that America is a republic, not a democracy. This is an openly anti-democratic argument.

In addition, the kinds of people the reactionary populists believe have too much power–the wealthy and educated elements of the public–are exactly the kinds of people the FFs thought should be running the country. You can be certain, for example, that Hamilton would have been appalled at the idea of a guy in a Viking outfit storming the Capitol to keep Trump in power.

The bottom line is that our “populists” actually want rule by the elites, but they define “elites” as including only elements of the public the FFs would hardly have recognized as elite. It is as if the FFs wrote the Constitution to give the insurgents in Shays’ Rebellion control over the country. If you think that’s ludicrous, you’re not alone.

A Clash of Civilizations with China?

Long before the WTO membership, the creation of the export machine, the 2008 Olympics, the construction of the Uighur camps, and the repression in Hong Kong, Huntington predicted that China would rise and seek to dominate its neighborhood. Leaders in the West, who were not that prescient in 1996, are now attempting to resist. Is this a clash of civilizations, or something else?

I have on many occasions described the Chinese state ideology as “Chinese exceptionalism” rather than communism. That is consistent with Huntington. The problem with attributing the conflict between China and America to a clash of civilizations, however, is that Taiwan and South Korea, both part of Huntington’s “Sinic” sphere of influence, are robust democracies and American allies. The very different character of regimes with similar cultures is not consistent with Huntington.

While there is certainly an element of culture war (or, if you insist, racism) in America’s fear of China, more of it has to do with China’s turn towards more rigorous authoritarianism at home and aggression abroad over the last decade. These developments were a matter of choice for the Chinese leadership; they were in no way the inevitable product of Chinese culture. As a result, I don’t think you can say this is a pure clash of civilizations; there are elements of ideology and great power rivalry at work, as well.

On the Brothers (and Sisters) of Italy

It is, of course, highly ironic that the leader of the Brothers of Italy is a sister. That observation aside, what can we expect from the new government?

Four things:

  1. We will see lots of rhetoric and performative actions on illegal immigration and wokeness. Actually accomplishing anything meaningful will be a different matter.
  2. There will be a significant push within the EU to loosen fiscal rules. The German government, which approved massive new borrowing and spending programs for the pandemic, and which currently faces a recession, probably won’t resist too much this time. When the cost of borrowing goes up, however, the EU won’t be there to help. The new government will have to face the markets on its own.
  3. Meloni will probably make some effort to loosen sanctions on Russia, but won’t get very far. She will be too dependent on EU money to make much of a splash here.
  4. Italian governments, almost by definition, are weak and unstable. Since it is unlikely that the leaders of the other right-wing parties will embrace their subordinate status for very long, this one will be even weaker and more unstable than most.

Was Huntington a Trump Voter?

The Huntington book identifies illegal immigration and “multi-culturalism” as potential problems for America. It argues that the values we consider universal–free speech, free elections, limited government, respect for property rights, and the like–do not apply in most civilizations. Above all, it foresees that China will attempt to dominate its Sinic sphere of influence, at a minimum. It all sounds a bit like Trump. Was Huntington a Trump voter?

Not so fast! Trump deviated from the playbook in a number of critical ways. First of all, like Bannon, he viewed Russia as being part of a Christian sphere rather than the center of a separate Orthodox sphere. Second, he tried to divide the West rather than unite it. Third, Trump has a strong mercantilist bent that doesn’t appear anywhere in the book. Finally, and most importantly, Trump doesn’t simply argue that American values aren’t universal; he rejects them in America, as well. Where Huntington saw those values as the glue that keeps the West together, Trump sees only himself.

On Arming Taiwan

You know how difficult it was to pull off the D-Day invasion. Now imagine trying it without the element of surprise, and with no assurance that you would have control over either the sea or the air. Sounds like a nightmare, doesn’t it?

It does. That’s why the Chinese won’t invade Taiwan. They will use a combination of missile strikes, cyberwarfare, and an air and sea blockade instead.

What does this mean for America and Taiwan? Providing arms to Taiwan that are intended primarily to deal with a ground assault is a waste of money. We need to be working on a plan to deal with the blockade, which means emphasizing anti-ship and anti-aircraft weapons and improving our ability to supply the island by air.

On DeSantis and Dissent

Like Donald Trump, Ron DeSantis had little tolerance for criticism. Unlike Trump, he was determined to do something about it. And so, with his re-election assured, he persuaded the Florida Legislature to pass a bill creating a cause of action on behalf of specified state officials (local officials, some of whom are Democrats, were not included) for “unfair criticism” on the internet. The burden of proof on “unfair criticism,” a vaguely defined term, was placed on the defendants.

Criticism of the governor on the web immediately ceased, to the delight of the Hungarian Candidate’s base. When the inevitable First Amendment challenge came, the District Court enjoined enforcement of the new law in a blistering opinion, all but calling DeSantis a fascist. The Eleventh Circuit was split on predictably ideological lines, however, and the case went to the Supreme Court, where Thomas and Alito were itching to overturn New York Times v. Sullivan. A divided Court followed the Fifth Circuit’s decision in the Texas social media case and held that the internet was fundamentally different than other forms of media; as a result, according to the Court, the free speech protections in Sullivan did not apply. Furthermore, the Florida law could be enforced against residents of states other than Florida who dared to criticize DeSantis.

As usual, the other red states fell into line and adopted similar regulations. Liberal democracy in America was effectively dead.

On Hurricane Ron

Monster Hurricane Ron hit Florida this morning. With almost surgical precision, it devastated Broward County, a Democratic stronghold, and then veered back out to sea. Hundreds of thousands of blue voters were killed, and millions were left without power. The red voters of Palm Beach, including Trump, were spared.

Safe in his Tallahassee mansion, Governor DeSantis was exultant. “That’s what those people get for hating God and me,” he said. “Now they’re getting their reward for being pervert groomers. They’re burning in Hell, and I’m going to be re-elected. Dead men can’t vote.”

“Who said that climate change is a bad thing? It’s even more effective than the pandemic in getting rid of liberals. Now we can get on with the job of making Florida a paradise for real Americans, and really stick it to any liberals who are left.”

Ian-conceivable!

As of today, it looks like Ian is headed more or less straight to our Florida house. The question is, will DeSantis even care? Can he take a day or two off from fighting the culture wars to actually try and protect the lives of Floridians? Or would he prefer that all of the blue people get washed away, so they can’t vote against him in November? Is that part of his “freedom” agenda?

Uncle Joe’s Cabin (12)

Nancy Pelosi has come to the White House to talk about the campaign.

B: It looks like we’ve done it!

P: Done what?

B: Turned it around! The latest projections even give us a decent chance of holding the House.

P: We haven’t done much of anything, except benefit from lower gas prices and lots of headlines about Trump. Oh, and lots of lousy Republican candidates. And abortion, of course.

B: Maybe we should send Alito flowers. He’s done more than anyone else except Trump to help us out here.

P: The Republicans don’t seem to understand that America doesn’t really agree with them about anything except inflation. They’re better off when they’re the dog that can’t catch the car.

B: What do you think of the McCarthy agenda?

P: The fake one or the real one?

B: The fake one. We know the real one is to burn it down.

P: It’s certainly interesting that it doesn’t say anything meaningful about abortion, or Russia, or inflation.

B: It’s just a bunch of soothing malarkey intended to persuade America that the GOP doesn’t really want to burn it down, which, of course, it does. At least the extremists do, and McCarthy will do anything they say in order to be Speaker.

P: Let’s hope it doesn’t come to that. I’m too old to be the Minority Leader again.

B: What should we do in the meantime?

P: Two things. First, talk about how the Republicans want to take away your constitutional rights. That includes, but isn’t limited to, abortion. Second, emphasize everything we’ve accomplished in the last year or so–including infrastructure, climate change mitigation funding, and legislation protecting us from the Chinese threat–and point out the lack of GOP solutions to inflation.

B: No matter what they say today, they’ll want a tax cut if they win, because that’s what they do, regardless of the circumstances.

P: Yeah, and look at how well that’s going over in the UK. Not that the Republicans care. For them, tax cuts for the rich are a kind of religion.

B: Well, let’s just hope we don’t have any unexpected drama between now and November. I’m guessing the polls are right this time. I feel pretty good about where we are.

P: Me, too, but you never know until it’s over. (She leaves)

RIP Hilary Mantel

I admired Thomas Cromwell long before it was cool. Mantel made it cool.

The books are remarkably good even if you don’t care about Cromwell as an historical figure. If you haven’t read them, you’re missing something you shouldn’t.

On Putin and LBJ

“Hey, hey, Mr. Putin

Ain’t it time to stop the shootin’?”

Bringing back the draft was the obvious way for Putin to escalate without creating a risk of counter-escalation by NATO. It was also a measure he desperately wanted to avoid, because it meant telling the Russian public that, notwithstanding his personal infallibility, the war was going badly, and that all of the previous state propaganda about the success of the invasion was a lie. That in turn created the danger of a higher level of opposition to the war, and by extension, to his rule, since the war belongs completely to him, and not the Russian people.

It was the draft that really mobilized the opposition to LBJ and the Vietnam War. Putin’s security services are obviously more powerful and pervasive than LBJ’s, but the risks are similar. Russian men aren’t going to want to die in Ukraine for a cause that means nothing to them.

On Ukraine and Canada

When I was reading the Huntington book, it occurred to me that Ukraine and Canada are extremely similar. Both were once part of a political entity that also included its larger neighbor; both have populations that use two languages, one of which is shared with the larger neighbor; both are large, geographically, and have vast natural resources; and both have plenty of culture in common with the larger neighbor. The difference, of course, is that America hasn’t invaded Canada since the War of 1812, while Russia is doing its thing in Ukraine today. Why?

It all comes down to the caprices of one man: Vladimir Putin. That proves individual agency is very much alive and well, even in the 21st century.