Showing posts with label Europe. Show all posts
Showing posts with label Europe. Show all posts

Monday, August 25, 2014

NATO May Be a Relic, But....

Anne Applebaum argues that the President could create a foreign policy "legacy" by reinventing NATO. Were he to try to follow her suggestion, what an interesting legacy that would be....

Applebaum is upset about a number of aspects of NATO. She doesn't think that all of the member states pay their fair share:
Some Europeans don’t want to pay for their defense? Maybe those who want to be covered by Article 5, the alliance’s security guarantee, should now be obligated to pay. Perhaps those who contribute less than 1 percent of their national budget should be told that the guarantee no longer applies to them. Certainly there don’t need to be any NATO bases in countries that refuse to contribute. And a much higher percentage of their military spending should go toward funding the NATO budget, so that NATO, as an alliance, can afford to pay for important operations.
Applebaum's suggestion that a member nation's total defense budget constitutes a contribution to NATO seems a bit misleading. A NATO member's military is reasonably called a NATO military, but that doesn't mean that the nation's military spending and activities invariably benefit NATO, or even involve NATO. The usual target number that one hears suggested as an appropriate level of defense spending for a NATO member is 2%. Drop the number to 1% and we're talking about... Spain? Also, when Applebaum says "national budget" she presumably means to refer to a nation's GDP.

Applebaum suggests later, that "the United States contributes three-quarters of NATO’s budget". If you're talking about NATO's actual budget, that's not even close to accurate. Perhaps Applebaum is taking the entire U.S. military budget, and comparing it to the combined military budgets of all NATO states, and rounding up.
Only four of the NATO partners met their agreed target of spending 2 percent of GDP on defense in 2013 - Estonia, Greece, Britain and the United States. France and Turkey fell just shy of the 2 percent goal.
If we start ratcheting up Applebaum's 1% to a number that might actually exclude nations other than Spain, whose spending has historically been a bit higher but has suffered from years of economic distress, we have to look at Germany. In that context you can see both the importance of GDP, as despite not meeting the 2% target Germany has the third largest military defense budget in NATO, spending more than 100 times as much on defense as Estonia. Raise Applebaum's number to the point that a major military power would reconsider its NATO membership, and you risk turning NATO into "The U.S., maybe the U.K., and the weakest nations in Europe".

As for threatening to relocate bases, surely Applebaum knows about the amount of money and politics involved in the shuttering or relocation of a military base, even when only domestic politics are involved. To put it mildly, international politics within a voluntary defense organization won't make things easier. Suggest moving the NATO AWACS base out of Germany and to Estonia, and Germany is going to remind you of the relative size of its budget and contribution. Also, Applebaum presents no reason to believe that NATO cannot serve its mission from its present locations, assuming it remains willing to defend its member states. Finally, as is evidenced by Spain, when circumstances change military spending can fall. Some of the nations of Eastern Europe, with shiny new NATO bases and facilities built on their soil, may suddenly lose interest in keeping their defense spending at roughly 2% of GDP... might that possibility be why Applebaum uses the 1% figure?

But Applebaum appears to have a different agenda....
NATO also needs to become a lot clearer about its goals. Europe has two immediate security issues: the threat from Russia in the east and the threat from Islamic fundamentalism to the south. NATO therefore needs two command centers, each of which would take care of planning and intelligence for defense against those threats. The basing of troops and equipment needs to be rethought completely: If we were starting from scratch, nobody would put them where they are now. NATO needs to shut down unnecessary commands and legacy bases, and move on.
What Applebaum appears to be suggesting is that NATO facilities be relocated or duplicated in Eastern Europe, where they would serve as a tripwire against any Russian military aggression. Such a move into former Warsaw Pact nations would be viewed by Russia as an abrogation of its understanding (denied by NATO) that foreign NATO forces would not be stationed in those nations, and would be an obvious provocation of what Applebaum deems one of the two most significant threats to the rest of Europe. Such a tripwire would provide additional assurance to a nation on Russia's border that at least some NATO members would be likely to intervene in the event of a Russian invasion, and might deter Russia from attempting such a move... if it's in fact considering such a move.

I have to wonder, though, if that's even what Applebaum wants. Perhaps I'm focusing too much on history: It's extremely difficult for me to believe, for example, that the Polish government is eager to have a major deployment of German soldiers to a NATO base on Polish soil. Would the new NATO bases Applebaum envisions in fact be U.S. bases, nominally positioned under the auspices of NATO?
At the same time, NATO members should understand that any further enlargement is not charity work: Every time the NATO membership is extended to another state, current members have to be prepared to defend that state — and if they aren’t, then the enlargement should be stopped. Either Article 5 is an absolute guarantee or it is worthless.
That should go without saying, but it seems to again tie into Applebaum's unstated agenda -- which seems not so much to be to secure Eastern European nations from Russia, but to increase the obligation of other NATO powers to come to the defense of a member nation that might not seem all that important to the rest of Europe, particularly if that nation engaged in the sort of foolishness that precipitated Russia's incursion into Georgia. As much as Mikheil Saakashvili believed that the west would provide Georgia with a defense against Russian military action, odds are he would have been even more brash had his nation been prematurely made a member of NATO, and again more so had foreign NATO soldiers been stationed in Georgia.

Applebaum continues,
Once NATO has become clearer about its real security interests, its forces can again start carrying out annual exercises, annually, as they did during the Cold War. It’s time to rehearse our reaction to a Crimean-style Russian invasion of Latvia, led not by regular troops but by “little green men” pretending to be local Russians. It’s time to anticipate, say, a civil war in Libya or the fall of Baghdad.
What benefit does Applebaum see from a military exercise that anticipates a Russian invasion of Latvia? Does she believe that NATO forces will be unprepared to defend Latvia unless they carry out that specific exercise? Does she want NATO to thump its chest and try to intimidate Russia? As for NATO planning for a civil war in Libya, although nominally a NATO exercise the operation in Libya had little support in NATO -- it was primarily a project of the U.S., U.K. and France. Why does Applebaum believe that a re-imagined NATO would have more interest in intervening in the Middle East and Africa, as opposed to even less?

What Applebaum seems to be picturing outside of Eastern Europe is a NATO that is more easily directed and controlled by the United States and, perhaps, Britain to carry out missions that Canada and most nations of continental Europe might not deem to be particularly important. As much as Applebaum sees the present structure of NATO as a cold war relic, there is no reason to believe that a revised NATO would prove to share her zeal to provide long-term occupation forces to stop and stabilize civil wars in the developing world and Middle East.

If Applebaum's sales pitch would truly be, "We're going to reinvent NATO by reallocating resources to Eastern Europe, where we will build bases and command centers, while practicing to be able to deploy forces to stabilize failed states and civil wars in Africa and the Middle East", how many nations do you think would actually sign up? NATO is meant to mobilize following an attack on a member nation, something that justified action in Afghanistan but not in Libya. Where would Applebaum take the new organization, and why would its members want to follow?
It’s time that NATO had a better-coordinated cyberdefense and began to think more deeply about information warfare.
Perhaps, but (as with Applebaum's proposal to reduce the number of speeches at NATO summits) that's not something that cannot be done within the existing framework.
It’s also time to face the fact that Russia may have already abandoned several post-Cold War arms treaties, including those covering medium-range missiles: If that’s the case, we need to abandon them, too. Deterrence worked in the past, and it can work in the future.
I guess that makes it pretty clear, that Applebaum hopes to station foreign NATO forces and nuclear missiles in Eastern Europe, in the name of "deterrence". Note also, Applebaum's reference to intermediate-range missiles is to an arms treaty, not a treaty with NATO or with all of its key member states. The U.S. has a treaty with Russia that limits its development of intermediate range missiles, something that's not a huge concern to a nation unreachable by short-range missiles. Russia, on the other hand, sits in close proximity to several nuclear powers, including China, and those nations are developing intermediate range missiles that can reach Russia. The constraint on the U.S. is not as significant as Applebaum suggests, as France and the U.K. have not signed the INF treaty, and thus are unconstrained in the development of intermediate range ballistic missiles. Russia argues that its missiles are technically compliant with the the treaty.

It's interesting that instead of negotiating new treaties that might be more meaningful and better enforced in the 21st century, Applebaum would prefer to start a new arms race. It's also interesting that she sees treaties -- whether the NATO treaty or arms treaties with Russia -- as something a signatory can easily and lightly discard:
If the Western alliance, as currently constituted, no longer wants to defend itself, America can always leave.
Sometimes it's difficult to believe that Applebaum is married to the former defense minister of a NATO member state. Abrogation of a treaty is a big deal and, whatever issues may be involved in breaking treaties with Russia, when it comes to leaving NATO she's talking about potentially doing that to our allies.

Thursday, September 05, 2013

Why Can't Applebaum Simply Admit That She Favors A Full-Scale Invasion of Syria

I have heard an argument floated in relation to Syria that I find absurd: that we need to arm rebel factions to the point that they can imminently topple the Assad regime, and once that happens all of the parties can be brought to the bargaining table where they'll hammer out a lasting peace agreement. First, it's difficult to imagine the argument being made in a context in which the speaker hoped to preserve the government that is under threat. History tells us that defenders of the government will take the opposite position - that peace talks won't be possible until the traitors and terrorists lay down their arms. Second, that's not a context in which either side is likely to want to run to the bargaining table. The government in danger of being toppled has too much to lose, and the "rebel factions" that are poised to depose the government have little incentive to lay down their arms and accept a deal that keeps the threatened regime in place. Third, in a case like Syria's, there are many armed factions. You would not only have to convince every significant faction to join and maintain a ceasefire, you would have to broker a peace deal that they all found satisfactory, and that they all trusted to the point that they don't turn their guns on each other or insist upon carving the nation into territories under the control of various warlords.

Nonetheless, I was not surprised to see Ann Applebaum implicate that argument,
Back in June, the Group of Eight called for “urgent” peace talks. But there are no negotiations to speak of, in part because the Syrian rebels continue to hang on for Western military support that always seems to be just around the corner but never quite materializes.
The rebels are too weak, and too much in danger of losing, to engage in peace talks? Then why, dare I ask, does Applebaum suppose that turning the tables on the government will make Assad's regime rush to the negotiating table?

Applebaum's piece is snarky, first at Clinton for not acting quickly enough to intervene in Bosnia, and next at President Obama for not acting more quickly in Syria. Applebaum suggests that Presidents should not engage in rhetoric about foreign leaders needing to change their ways or resign unless they're willing to promptly back up those words with military force.
Two decades ago, five years ago and today, the source of the problem is the same: The president of the United States wishes to represent things — justice, fairness, international norms — that he cannot, or will not, or doesn’t know how to defend in practice. In the future, it would be far more just, and far less cruel, for the president, and the rest of us, simply to say nothing at all.
I am not convinced by Applebaum's suggestion that the world, upon hearing the President call for a foreign leader to step down, understands that to be a threat of invasion if the leader chooses to remain in power. I think her implication that a government should not make a statement on an undesirable foreign situation unless it is either prepared to take military action or immediately qualifies its comments, but we're not going to do anything about it, is just plain wrong. We can't criticize human rights in China unless we're prepared to invade? We can't press for the release of dissidents in Burma and call for free elections unless we're prepared to invade? Come on.

Applebaum argues that the President has threatened force in Syria, then backed away from the threat, then again threatened force.
For example, in August 2011 Obama declared: “For the sake of the Syrian people, the time has come for President Assad to step aside.” To Syrians fighting on the ground, that may have sounded like a promise that U.S. military support, or at least substantial military aid, was imminent.
May have? It also may have sounded like the President was saying that it was time for President Assad to step aside, and it may well be that they were smart enough to figure out that there was no actual or implied threat of imminent military action.
This June, the White House authorized the CIA to begin arming some of the Syrian rebels. This sounded even more like a promise, but as of last week that aid also had yet to arrive.
Were Applebaum more honest, she would share the reasons for that delay as stated in her own source, the anything-but Obama Administration-friendly Wall Street Journal,
U.S. officials attribute the delay in providing small arms and munitions from the CIA weapons program to the difficulty of establishing secure delivery "pipelines" to prevent weapons from falling into the wrong hands, in particular Jihadi militants also battling the Assad regime.
By virtue of her marriage, Applebaum has very close ties to the international diplomatic community, and certainly has many people in her virtual Rolodex from whom she could easily get a reality check on the Administration's concerns. If she believes that the officials are incorrect, she could present a cogent argument to that effect. The fact that Applebaum instead chooses to misrepresent the reason for the delay suggests that she's not trying to be balanced, or even accurate.
The president famously declared a year ago that the use of chemical weapons constituted a “red line” in Syria. But now that the red line has been crossed, the president has decided that he needs congressional support before he can respond. This is perfectly legitimate — but shouldn’t it have been obtained earlier, at the time the promise was made? Certainly the Syrian regime interpreted the president’s sudden and unexpected desire for congressional support as a “historic American retreat.” Its media gloated accordingly.
Okay... so it's "perfectly legitimate" for the President to go through Congress before launching a military action, but it also is honest for Syria's state-controlled media to characterize that legitimate action as a retreat? Which does Applebaum want - for the President to follow statutory law and the text of the Constitution, or to cast those trivialities aside to prevent a propaganda sheet in Syria from misrepresenting what it means to follow democratic process?

As for the notion that the President could have sought Congressional pre-approval for military action in the event of Syria's use of chemical weapons, that's true of pretty much anything the President says on foreign policy - but you can't take everything to Congress. Why does Applebaum believe Congress would have gone along with such a request, that Boehner and the Tea Party would be ready to give the President the discretion to initiate a military action based upon something that few at the time believed was likely to happen? Does she believe that the Republicans would have been more cooperative a year ago, when the use of chemical weapons was considered unlikely, than they are today when their use has been documented? If so, I would love to hear her explanation.
If you wanted to do so, you could read something sinister into these tactics. Perhaps, some unnamed officials suggested to the Wall Street Journal this week, these delays and sudden changes are intentional: Perhaps the administration’s point is to “tilt” the fighting away from Assad but to prevent an outright rebel victory — in other words, to prolong the war.
Unnamed officials? So we're talking about what... leaks within the White House, suggesting that the President is only following what Applebaum deems to be a legitimate course of action because he hopes to perpetuate the civil war? Let's turn back to the WSJ:
Many rebel commanders say the aim of U.S. policy in Syria appears to be a prolonged stalemate that would buy the U.S. and its allies more time to empower moderates and choose whom to support.

"The game is clear to all," said Qassem Saededdine, a spokesman for the U.S.-backed Free Syrian Army's Supreme Military Council. "When it comes to the interests of superpowers…the average Syrian comes last."

Some congressional officials said they were concerned the administration was edging closer to an approach privately advocated by Israel. Israeli officials have told their American counterparts they would be happy to see its enemies Iran, the Lebanese Shiite militia Hezbollah and al Qaeda militants fight until they are weakened, giving moderate rebel forces a chance to play a bigger role in Syria's future.
So while Syrian rebels are depicted as being frustrated that the White House is not simply arming everybody, but appears to be considering arming only those groups whose goals are not hostile to U.S. interests, something that is consistent with the facts, these unnamed "congressional officials" are imagining a secret conspiracy between the Obama Administration and Israel. One can hardly imagine why they don't want to attach their names to the accusation....

I'm curious, also, as to what it means to be a "congressional official". I know what a Member of Congress is. Their staff members aren't officials. I can see why Applebaum chose to say only "officials", but knowing the context I don't find the omission to be particularly honest.
If so, this administration is even more ruthlessly cynical than its critics have maintained, and Syrian conspiracy theorists are right on the mark.
Except the Syrian statement wasn't a conspiracy theory. The Syrian statement was sensible and consistent with the Obama Administration's statements on the provision of military aid - it's perfectly reasonable to conclude that the Obama Administration hopes to "empower moderates and choose whom to support". It was the unnamed congressional "officials" who were pushing the conspiracy theory and Applebaum herself who is choosing to treat it as a serious possibility.
But whether that is true hardly matters because the effect is the same:...
No, I think the truth does matter. First, I think it matters that columnists like Applebaum try to present the truth, rather than misrepresenting their sources and giving air to conspiracy theories before concluding that truth is irrelevant. Second, I think it does matter if the President's delay results from his taking care to avoid potentially turning Syria over to a government not far removed from the Taliban. To somebody who favors such an outcome that may constitute putting the interests of the average Syrian last, but for those who want Syria to have a more enlightened future the truth lies in the opposite direction.
As happened in Bosnia, American pontification, prevarication and postponement in Syria have preempted the policies of others and delayed negotiations. The civil war continues; with every month the devastation increases, the refugees multiply and the levels of political extremism rise. Back in June, the Group of Eight called for “urgent” peace talks.
Such alliteration. It's always fun when a columnist gets in touch with her inner Safire. What's missing is any explanation of how the Administration's failure to... I guess, invade Syria or at least indiscriminately arm its rebel factions without concern for their goals or whether weapons end up in the hands of terrorists... has preempted the polices of "others". Who are these "others", what are their "policies", and why are they sitting somewhere, invisible, silent, and unnamed, as Applebaum takes up their cause. I understand why Applebaum's "It's a conspiracy between Obama and Israel" officials don't want to be named, but this isn't the first season of Lost - who are these others?

The Group of Eight... That wold be Canada, France, Germany, Italy, Japan, Russia, the U.K., the E.U., and the United States. Of those eight, the U.S. is proposing military action, France has indicated that it won't act unless the U.S. first authorizes military action, the U.K. and Germany have voted against military action, Russia is protesting that Assad is innocent, the Prime Minister of Canada has stated that he has "no plans" for a direct military mission, Italy insists that any military action should be preceded by a U.N. mandate, and Japan is sitting on the fence pending a final U.S. decision. Which of those nations does Applebaum believe to be more hawkish than the U.S., and to have had its plans and hopes crushed by the fact that the U.S. is exercising caution and following constitutonal process?

I was curious, given the circumstances, to see what Poland had to say about the issue. Would Poland be a pillar of Applebaum-endorsed virtue, ready to do the most it could to punish the criminal Assad regime?
Prime Minister Donald Tusk announced last week that Poland will not be taking part in any military action in Syria, though Minister Sikorski said on Monday night that he has told US secretary of state John Kerry that, “Poland does not have the capability [to take part in a military strike] but understands the situation”.

As President Obama tries to win support from Congress for a military strike, Minister Sikorski said in an interview with the TVP public broadcaster: “In my judgement a chemical attack occurred, most likely by the Assad regime. The use of weapons of mass destruction against civilians, their own citizens, is unacceptable”.

“The use of chemical weapons in the twenty-first century sets a very dangerous precedent,” Sikorski said, adding that, "President Obama's decision to give more time to convince the US Congress gives a chance for Russia and China to change their positions.”
So the official position of Poland, as articulated by Applebaum's husband, is that (a) Assad probably used chemical weapons, and that is wholly unacceptable, (b) Poland won't contribute so much as a Zloty toward any military action, and (c) the Obama Administration is correct to go through Congress and the associated delay could help the world achieve a diplomatic solution?

Perhaps the Applebaum household is among those in which the spouses simply don't discuss politics.....

Wednesday, October 31, 2012

People in Other Nations Don't Obsess Over Domestic U.S. Politics?

Okay, so that's not news to you, but it appears to be news to Anne Applebaum.
“Is this presidential election really the most important in our lifetime?” That was the question asked, in so many words, by a concerned Brit at a discussion here a few days ago. His words were directed at the political analyst Larry Sabato, whose countenance had been beamed onto a conference-room screen like some giant electronic guru. Sabato didn’t blink. “This presidential election,” he replied, “is definitely the most important since 2008.”

Appreciative laughter followed, but the audience wasn’t entirely satisfied.
Perhaps that should read, self-satisfied laughter followed, but the audience didn't entirely appreciate the joke? Applebaum continues,
For the British — as for most Europeans and, indeed, most other foreigners — that aspect of this election is extremely hard to understand. Is the 2012 presidential race “important”? That is, will it mark a momentous change in U.S. foreign policy and attitudes toward the world — or will its result make no difference at all?
Here's the thing: people in other nations pay more attention to U.S. presidential elections than we do to theirs, because the decisions of the U.S. President are more likely to affect them in some way than the decisions of their leaders are to affect us. It's also, frankly, a bit fun to be appalled by the low quality of one American politician or another, the crazy issues that Americans based their votes upon, and the staggering sums of money expended on the presidential race. A fair retort, in the U.S., it's unlikely that Silvio Berlusconi would have been able to buy himself into a higher office than... the U.S. Senate. A Canadian was giving me a "Mitt Romney, seriously", line the other day to which there is now an easy two-word retort, "Stephen Harper.")

Applebaum goes on to describe past elections in which... Europeans enjoyed being appalled by some of the politicians and their conduct, the money, and a larger indifference - as if they realize that the choice of President is more likely to affect our lives than theirs.
There are multiple reasons for this indifference, starting with the fact that people no longer believe, as many once did, that an American president can solve all of their problems.
You'll excuse me for asking, in what alternate reality did Europeans believe that our choice of U.S. President could result in a solution to "all of their problems"? I've lived in two other countries, have relatives who live in other countries, and have traveled internationally, and yet I've never met such a person.
The myth of America as an all-seeing, all-knowing superpower persists in a few places — ironically, one hears it most often in the Arab world — but most everywhere else it is long gone.
I have to wonder... Applebaum doesn't get out much, does she....

In my experience, people in other countries have long recognized what is only now dawning on Applebaum: That they have no say in U.S. elections and that, although U.S. elections may affect them and the policies of their own government, the primary effect of a U.S. election will be on the people of the U.S. - there, just as here, it's fun to watch the horse race coverage and make condescending comments about the candidates and system, but at the end of the day the elections they most worry about are their own.

In her slow recognition that the outcome of the U.S. election won't matter much to Europeans, Applebaum appears to also be suggesting that the outcome won't matter much to us. That's true to a degree - certainly true to those like her who are fortunate enough to live their lives in a gilded bubble, and it's certainly true that a change of President has no material impact on most international issues - but there are many domestic issues that will affect the middle class and less fortunate individuals in our society, and while a joke along the lines of "this is definitely the most important election since 2008" may seem funny to those who think the election is about a 3% tax increase (vs. a 20% tax cut) for the wealthy, it's not as funny if you're slipping out of the middle class, unemployed, or on Medicaid.

Thursday, February 02, 2012

The Biggest Threat to Facebook: Data Liberation

Facebook's strengths and weaknesses are summarized reasonably well on CNET, with the leading strengths being reach (the huge number of Facebook users), dwell (the huge number of hours a typical U.S. user spends on Facebook) and lock-in (you can't get the same social experience elsewhere). When I speak to people who use Facebook they emphasize that last point: they use Facebook not because they particularly like it, but because that's where their friends, kids, grandchildren, grandparents, and distant relatives... pretty much everybody in their lives, can be located. And when they comment on why they don't have Google Plus accounts, or why they don't use their Google Plus accounts, it boils down to "I don't want to check multiple sites and a lot of my friends and relatives are only on Facebook."

Google understood that and, in launching Google Plus, made obvious the benefit of porting their Facebook information over to your Google Plus account. Facebook panicked and slammed the door shut, twice. Work-arounds appear to remain, but they involve more work than the typical user is going to do. History suggests that if Facebook sees a significant uptick in the number of users exploiting a work-around, it will shut off that avenue as well.

Meanwhile, Google has taken to talking about how its users own their own data, and has coined the term "data liberation". They have a dedicated engineering team focused on mak[ing] it easier for users to move their data in and out of Google products.
Users should be able to control the data they store in any of Google's products. Our team's goal is to make it easier to move data in and out.
At present, at least from a U.S. standpoint, pretty words, right? What are the odds that Congress is going to get in the way of Facebook's claiming to own your data. But then there's the E.U.
Key changes in the reform include:...
  • People will have easier access to their own data and be able to transfer personal data from one service provider to another more easily (right to data portability). This will improve competition among services.

  • A ‘right to be forgotten’ will help people better manage data protection risks online: people will be able to delete their data if there are no legitimate grounds for retaining it.

Google is, in a very real sense, using its present position of strength to its advantage. People are tied into Google for a range of functions that Facebook does not offer, and are unlikely to switch over even to one of Google's more direct rivals. But if they create an environment in which the users of other services (who, for the most part, already have Google accounts) can more easily break Facebook's lock and replicate their experience on Google Plus, over time Facebook's advantage will erode.

Facebook's cautious IPO suggests that they know their present weakness, and that investors understand it as well. There is no indication that Facebook needs the money it's going to raise through the IPO, unless "need" includes the desire of certain early investors to cash in. Facebook has managed to grow, support itself, acquire other companies, and sign up pretty much every easily attainable Internet user in the world without going public. Their $5 billion offer is "real money", but the odds seem pretty good that those shares will be snapped up by investors hoping that Facebook will become the next Apple or Google, investors who can afford to take the risk that they'll be more like MySpace or even pets.com. A larger offering would run the risk of quickly saturating that market, then establishing a void of demand for Facebook at its exceptionally high claimed valuation. There's a point at which investors start to weigh performance against potential, and the more weight you put on performance the less shiny Facebook looks.

I think it was pretty brilliant of Facebook to try to shift from being a social network to a platform, as evidenced by the fact that Zynga accounts for a huge percentage of its revenues - and an even larger portion, when you consider Facebook's profits from ads on Zynga pages. But for the platform aspect of Facebook, its present revenues would look pretty weak. But as people increasingly use portable devices, a platform in their own right, are they going to want to go through Facebook to access Zynga, or are they going to want to access Zynga games the way they access Angry Birds - through a standalone app? Zynga can as easily pay Apple a 30% commission on sales of virtual tractors (I'm sure Apple appreciates Facebook's setting that commission point), and can do even better through the Android platform - and Zynga's shareholders, no doubt, want to see it grow well beyond the walls of Facebook. Facebook's apps have been criticized as under-featured, but how do you create an app for use on a rival platform? If the app is good enough that people don't use your web interface, you're "just an app". And if you try to become a platform on a platform - "Load the Facebook app, then load additional apps through Facebook" - you're going to have difficulty replicating the experience of using a native app on the device in your user's hands.

Facebook has also done surprisingly well with advertising revenue, selling billions of dollars worth of ads to be viewed by people who aren't in consumer mode. But unless they can translate that into something along the lines of AdSense, such that their ads are placed on third party sites where people are in consumer mode, they seem to have a growth problem. Outside of China, pretty much everybody who is likely to be an active Facebook user is on Facebook, and Facebook is reluctant to try to enter China. Adding more nominal users doesn't generate revenue (or sell virtual tractors). How do you increase revenue per user without making your ads a huge money loser for advertisers?

What's the future of Facebook? Beyond noting that it's going to be around for many years to come - that if it fades it will face in the manner of MySpace or Yahoo, not in the manner of Pets.com - nobody knows. That's both a strength (as seen by its ability to hype up its valuation based on potential and the theory (echoing the first Internet bubble) that they'll find a way to generate huge revenues from their user base. If you have the money to gamble, and are in the investor class that is only looking for one in three of your investments to show significant returns, why not buy in? But if Facebook cannot hang onto the elements that lock people into its services, its being the only social service with your great aunt Marge and Farmville, the lock-in effect starts to fade. And with changes to its interface and privacy policy seemingly driven by a desire for profit, whatever its impact on the user experience, Facebook's drive to prove its exaggerated value could turn out to be what triggers its decline.

Saturday, December 03, 2011

David Brooks on the Work Ethic

I had intended to follow up my post, David Brooks vs. The Facts, by challenging his assertion that "nations like Germany and the U.S." are rich because we share "values, habits and [a] social contract upon which the entire prosperity of the West is based", to be distinguished from the European nations presently in crisis, but a flood of others have already done the job. I will grant that it's true, you will find commonalities between western democracies, but as those others have pointed out, when Brooks attacks nations like Greece and Italy and praises Germany he ignores Germany's higher social spending, lower average annual hours worked, high government spending, and embrace of social democracy.

Brooks states a basic philosophy that most people would describe as fair:
People who work hard and play by the rules should have a fair shot at prosperity. Money should go to people on the basis of merit and enterprise. Self-control should be rewarded while laziness and self-indulgence should not. Community institutions should nurture responsibility and fairness.
He's also correct that you can undermine that ethos, one of the obvious lessons we can draw from the communist experiment. But I think he's being both parochial and incorrect when he argues that there exists some form of Northern European / North American work ethic that simply doesn't exist in the rest of the world. I also think he misunderstands the genesis of the work ethic and what sustains it.

Let's start with Brooks' observations about the supposed decline of work ethic, something he believes is a new phenomenon,
Right now, this ethos is being undermined from all directions. People see lobbyists diverting money on the basis of connections; they see traders making millions off of short-term manipulations; they see governments stealing money from future generations to reward current voters.
Does Brooks believe that lobbyists are new? That historically they have not diverted money "on the basis of connections"? Such a belief would seem to be completely at odds with history. As for "traders making millions off of short-term manipulations", since when is that new? When we transitioned from Jimmy Carter telling us to tighten our belts to Ronald Reagan's ushering in the era of "Greed is Good", we witnessed the Savings and Loan debacle, insider trading scandals, and plenty of evidence of crony capitalism. Brooks' notion that workers have suddenly become lazy because "they see governments stealing money from future generations to reward current voters" seems absurd.

Although it's true that Medicare costs more than one would have anticipated when the system was created, and as it turns out Social Security is on the whole a good deal for most lower- and middle-earning workers (and not such a bad deal for workers who want some level of affordable disability insurance), does Brooks truly see that the nation's living up to its promises to workers who have paid into those systems over the course of their working lives constitutes "theft"? And if he does, why the praise for social democracies like "Germany and the Netherlands" that "steal" even more money to ensure that retirees avoid poverty and citizens have access to quality healthcare? It's simply not the case that the work ethic has materially changed since the housing bubble burst, or that it is weakened by offering workers the promise of eventual retirement or access to medical care.

Further, in speaking of nations that "have lived within their means, undertaken painful reforms, enhanced their competitiveness and reinforced good values," he explicitly omits mention of the United States. That's fair, given that by Brooks' measure we do not appear to have done any of those things. Yet there we are, in Brooks' mind, sitting at the top of the heap of exceptional nations due to our work ethic. What gives?

As with "kids these days" editorials, people have been writing about the decline of the work ethic pretty much since the time it was first conceptualized. Brooks seems to be asserting two contradictory thoughts - first, that the U.S. has a remarkable work ethic as compared to the rest of the world, and second that it is newly threatened by the scandals of the past six years.

I am reminded of John McCain's comments from a few years ago, suggesting that Americans are too lazy to perform hard physical labor, and wouldn't spend a season picking lettuce even at $50 per hour. If a willingness to pick lettuce or work in sweatshop conditions for wages that are a small fraction of that $50, it would see that Americans have nothing on the poor of the world - China has no shortage of workers willing to toil in factories for long hours under unpleasant conditions, Southeast Asia is full of factories producing consumer goods in what can reasonably be called sweatshop conditions, and we use thousands of Mexicans, both legally and illegally in the U.S., to harvest crops, clean houses, cut lawns, or work in the building trades. You could draw a comparison to the working poor of the industrial revolution, who also worked ridiculous hours in horrible conditions for meager pay. The commonality, of course, is not "habits, values and social capital" or a delusion held by the workers that their jobs will lead to "a fair shot at prosperity" - it's their lack of better alternatives, and fear of what will happen if they lose their meager remuneration.

Even though by historic standards, taxes are low, without presenting any evidence to support his claim Brooks contends that people are put off working by the notion that the government is "stealing" their money to support unworthy others. Can Brooks name one person who has "Gone Galt" due to the fact that our nation hasn't completely eliminated its comparatively meager social safety net, or because seniors get Social Security and Medicare? One person who has so much as slacked off at work over outrage over lobbying in Washington? When the Tea Partiers rose up against the financial industry bailout, did they quit their jobs? What am I missing?
The real lesson from financial crises is that, at the pit of the crisis, you do what you have to do. You bail out the banks. You bail out the weak European governments. But, at the same time, you lock in policies that reinforce the fundamental link between effort and reward. And, as soon as the crisis passes, you move to repair the legitimacy of the system.
Let's relate that suggestion to the U.S. - what did we do after the financial industry bailout to "reinforce the fundamental link between effort and reward" or "repair the legitimacy of the system"? The steps the government took would seemingly fall under Brooks' conception of "stealing money from future generations", with a huge reward going to a privileged special interest, well represented by lobbyists, as opposed to "current voters". But no, it's not stealing to take hundreds of billions of taxpayer dollars from future generations in order to ensure that bankers never miss a bonus - that's "necessary". But if you promise somebody approaching retirement, who has paid into Social Security and Medicare for their entire career, that you will fulfill the promise that it will be there when they retire, Brooks apparently sees an act of "theft". (Does Brooks endorse any financial industry reforms that will make that industry less of a lottery, help ensure that there won't be additional crises and tie pay to actual performance?)

Although taking away the social safety net, job security, decent wages, and the other factors that helped our nation develop its middle class may in fact be effective at creating a population desperate enough to take any work at any wage, it would seem to move us much more toward the ethos of China or Cambodia than that of Germany. The retort, "But we'll still have the Horatio Alger myth", seems like small solace.

Friday, December 02, 2011

David Brooks vs. The Facts

If Brooks doesn't know the facts, and after this much time he really has no excuse, one wonders how he keeps his job. Brooks prevaricates,
Over the past few decades, several European nations, like Germany and the Netherlands, have played by the rules and practiced good governance. They have lived within their means, undertaken painful reforms, enhanced their competitiveness and reinforced good values. Now they are being brutally browbeaten for not wanting to bail out nations like Greece, Italy and Spain, which did not do these things, which instead borrowed huge amounts of money that they are choosing not to repay.
Wheras in fact,
The story so far: In the years leading up to the 2008 crisis, Europe, like America, had a runaway banking system and a rapid buildup of debt. In Europe’s case, however, much of the lending was across borders, as funds from Germany flowed into southern Europe. This lending was perceived as low risk. Hey, the recipients were all on the euro, so what could go wrong? For the most part, by the way, this lending went to the private sector, not to governments. Only Greece ran large budget deficits during the good years; Spain actually had a surplus on the eve of the crisis.
Brooks is correct to observe that it's unfair to expect the people of the nations that are not responsible for the debt crisis to fund the bailout of those who are responsible. But it's exceptionally dishonest of him to pretend that they're bailing out governments, when the primary beneficiaries of the bailouts are going to be the financial institutions that made bad loans, largely to the private sector. It's easy to tut-tut the governance of nations like Greece, but why did Brooks omit Ireland from his list? You remember - Ireland, the nation that was a shining model of the success of conservative economic theory, low business taxes and the like, right up to the day the financial crisis hit, at which time it found itself lumped in with the PIIGS (Portugal, Ireland, Italy, Greece and Spain)? And in implying that the people of nations like Greece have not been asked to compromise, is he completely ignorant of Greek austerity measures, or the replacement of Greece's Prime Minister through a process that was anything but democratic?

It's more than fair to ask that governments looking for handouts revisit some of the policies that are likely to hamper economic recovery, or even viability. But it's quite another to wag your finger at governments that in fact borrowed responsibly while ignoring the elephant in the room, giving lip service to banks as being "far from blameless" while endorsing policies that will nonetheless leave those whose irresponsible lending practices are behind economic collapses around the globe, once again, whole or possibly enriched at the expense of ordinary, working taxpayers. If Brooks doesn't believe that's demoralizing, he somehow missed both the rise of the Tea Party and the Occupy Wall Street Movements.

Sunday, July 25, 2010

There's Nothing Wrong With a Good Rant....

And Applebaum offers up a good entry in the "Americans are stupid" category, the type of rant that Americans love to hate, or hate to love, or... maybe it's a little bit of both. But I think that it's reasonable to expect that a rant that is published in a major newspaper be factually accurate.

Applebaum's argument could easily be paraphrased as, "If like me, you spend a lot of time living in Europe, you'll come to see Americans as selfish and stupid." With due respect to Applebaum's attempt to suggest that Europeans are less selfish and more enlightened, or expect less from their government, she does a poor job making her case. I think it's more reasonable to say that Americans are people, and thus are subject to being selfish, misled by demagoguery, and at times irrational. Look at one culture, look at 'em all - people are people.

Beyond that, Applebaum seems eager to shift the responsibility for a mass response to demagoguery onto the people. Not onto the "Mama Grizzlies" who actively and dishonestly attempt to whip up a frenzy of self-contradictory anti-government sentiment - "Keep your government hands off my Medicare." Paul Krugman addressed the issue in a manner that, although not original, recognizes where the responsibility belongs:
There’s no point berating voters for their ignorance: people have bills to pay and children to raise, and most don’t spend their free time studying fact sheets. Instead, they react to what they see in their own lives and the lives of people they know.
Applebaum faults the American people for listening to the nation's political opinion leaders and acting as if the analysis that's presented to them is accurate. It doesn't seem to occur to her that she and her peers have a role in the equation, and that when seeking out the roots of the problem she would benefit from consulting a mirror.

But the biggest problem is that her editorial is replete with errors of fact and logic....
  • "Americans -- with their lawsuit culture, their safety obsession and, above all, their addiction to government spending programs -- demand more from their government than just about anybody else in the world" - Applebaum should take note that while the U.S. relies heavily on litigation to resolve its disputes, Europe relies much more heavily on regulation. Yes, in the U.S. you might get a class action suit over a product that fails five minutes out of warranty (not that it would be a very strong suit), but in Europe you're more apt to have the government tell the company that produced the product that, despite the duration of its warranty, consumers had a right to expect greater durability so they must fix or replace the item. We could argue about which approach is better, but it's dishonest to pretend that Europeans merely accept the status quo while Americans go off to court.

    It's also fair to ask, if we're accused of having a "lawsuit culture", how many Americans actually file a tort lawsuit during their lifetimes? Most people seem to get through life without suing somebody else - so, other than media spin, what makes that a "lawsuit culture"?

    It's also reasonable to ask, if the U.S. is deemed to be "addicted" to government spending, what spending programs that directly benefit individuals do we have in the United States that are absent from typical European nations, and for those with counterparts how do benefits and expenditures compare? I'm having a difficult time thinking of government sponsored social programs where, on the whole, Europe lags behind the U.S.

  • "They don't simply want the government to keep the peace and create a level playing field. They want the government to ensure that every accident and every piece of bad luck is prevented, or that they are fully compensated in the event something goes wrong." - Would people respond to this differently if Applebaum said "you" instead of "they"? And if we are talking about the society and not individuals, how is this actually different from Europe? What risks do Americans deem unacceptable that Europeans shrug off as part of life?

  • "And if the price of their house drops, they will hold the government responsible for that, too." - The only people who got serious financial help due to the collapse of the housing market were bankers. Other than the failed HAMP program, ordinary homeowners were told to suck it up. So what is Applebaum talking about?

  • "When, through a series of flukes, a crazy person smuggled explosives onto a plane last Christmas, the public bayed for blood and held the White House responsible" - I remember things a bit differently. It seemed to me that it was the right-wing media that howled for blood, and whined that President Obama didn't respond quickly enough, or (like Bush did with the shoe bomber) dared to allow the suspect to be Mirandized and treated like a criminal rather than being whisked away to a black hole where he could be held indefinitely as an "enemy combatant". Sure, a lot of people responded to that demagoguery. But why is Applebaum faulting the people and not the demagogues?

  • "When, because of bad luck and planning mistakes, an oil rig exploded in the Gulf of Mexico, the public bayed for blood and held the White House responsible again." - Actually, wasn't it the same story over again? President Obama responded as if the matter were appropriately delegated to BP and a variety of government agencies, the media howled that he wasn't taking things seriously enough until he finally spoke on the subject, the media then howled that he didn't show enough emotion, and when he devoted more time to the matter after-the-fact the media howled that he was being distracted from his other duties? Again, even if people bought into the media's spin and right-wing demagoguery, how is that their fault?

    For that matter, where can I find Applebaum's sane voice, debunking the rhetoric and challenging her peers to report the actual story rather than trying to transform it into yet another hypervenitlation about Obama.

  • "Nevertheless, these kinds of events set off a chain reaction: A government program is created, experts are hired, new machines are ordered for the airports or new monitors sent beneath the ocean. This is how we got the Kafkaesque security network that an extraordinary Post investigation this week calls, quite conservatively, 'A hidden world, growing beyond control.'" - Yes, it's good of the media to occasionally point out to us that the consequence of having an irresponsible media is that some people gain unrealistic expectations of what the government can and should do. But it's fair to observe that there's no shortage of fancy, new bomb detection equipment in European airports, and that European countries have their fair share of "hidden world" surveillance programs. Has Applebaum been to London lately? Without ending up on police-operated CCTV?

  • "It's true that the French want to retire early, and that the British think health care should be free, but when things -- any old things -- go wrong, Americans also write to their congressional representatives and their commander in chief, demanding action. And precisely because this is a democracy, Congress and the president respond, pass a law, build a building." - I'm not sure that there's a country in the world in which people don't want to retire early, including this one. (And on that subject, is Applebaum imagining that the French want to retire early based upon private savings?) It's also not my impression that the British want healthcare to be "free" - they have the notion that they pay for the National Health Service (NHS) through their taxes, if you can imagine, not that it's "free".

    But the notion that Americans need only write to a Member of Congress and, poof, instant legislation results? Beyond silly. First, last I checked, Europeans at times will write to their elected representatives. No difference there. Second, if it's that easy, why are we waiting for legislation on so many issues that the people deem important? Why wasn't a "public option", favored by a majority of Americans, part of healthcare reform? Why did we launch a war in Iraq after public opinion had shifted, and a small majority opposed the invasion? Where can I find an actual manifestation of the fealty Applebaum imagines?

  • "To put it bluntly, middle-class Americans of the right, left and center have come to expect a level of personal financial security that -- despite the stereotypes -- most people around the world would never demand from their governments." - So, pray tell, what are the benefits demanded and received by Americans that aren't either wanted or needed by "most people around the world"? Universal healthcare? Some form of government-sponsored retirement benefit? Seriously.

  • "The majority of Americans are wary of global trade, don't trust free markets and also think that "the benefits from . . . Social Security or Medicare are worth the costs of those programs." And when the sample is restricted to people who support the Tea Party movement? The share is still 62 percent." - So Americans are wary of free trade... as opposed to, say, France, in which the typical citizen fully embraces free trade, and calls for the abolition of all tariffs and other barriers to international trade? Americans trust "free markets" less than Europeans?

    As for Social Security and Medicare, how is it incorrect to believe that those programs are worth what they cost? And in what European nation can I find the opposite - the majority of the people saying that their national health insurance programs and retirement benefits aren't worth what they cost?

    Applebaum seems to be confusing the views of the aristocratic circles of Europe, in which she socializes, with the views of the masses - but that, also, is no different here. You'll find the greatest opposition to national health insurance and Social Security among the people who need it the least.

  • "Yet it is Social Security, Medicare and the ever-expanding list of earmarks -- federal grants -- that are going to sink the American budget in the next few decades, not President Obama's health-care reform (though that won't help)." - "Can we afford to pay for this", of course, is a different question than "Is this worth what it costs". For all I know, a Lamborghini is worth every penny its owners pay for it, and it's probably a lot of fun to have one; it's still not in my budget.

    Yes, over the long-haul, we need to find ways to improve the financial viability of Medicare and Social Security, although it's dishonest or at best sloppy of Applebaum to suggest that they threaten imminent bankruptcy. In relation to the healthcare reform bill it's flat-out wrong to suggest that "it won't help", because it is both projected to lower government spending and introduces tools and measures that are intended to help the government identify and act upon areas of potential savings. Could it do more? Sure. no small part to demagogues and a lazy media, screeching about "death panels" caused legislators to back away from anything that might be construed or misconstrued as rationing or limiting access to health care.

    Earmarks, of course, have minimal impact on the deficit - they direct how money, already allocated, is to be spent.

  • "Yet in Washington, these expenditures are known as 'third rails': If you touch them, you're dead." - As I recall, John McCain gained significant public support for his war on earmarks. Third rail? Try finding a politician willing to defend earmarks, particularly as they've been used over the past decade.

    As for Social Security and Medicare, they're not "third rail" issues because you can't get a majority of Americans to agree with the need for reform, or the need to establish long-term viability. They aren't touched because politicians fear that cuts will incur the wrath of a small but consistent voting bloc - the elderly - and get voted out of office, and that a fix via a tax increase will bring about anger from groups that are wealthy and influential. Both programs have been tweaked and modified over the years without the sky falling. If the Republican Party would back away from its demagoguery, I think that a similar fix could be implemented within months.

  • "President George W. Bush talked a little about making individuals more responsible for their retirement, and then he gave up. The 'privatization' of Social Security, as it was sneeringly described, was too unpopular, particularly among his supporters." - And again the real problem appears to be that Applebaum is channeling the concerns of her aristocratic peers. The reason that President Bush's plan to privatize Social Security was called "privatization" was... because it was privatization - taking money from Social Security and putting it into private accounts. At first, G.W. and his fellow "reformers" had no apparent problem describing his plan as privatization. When they couldn't sell their idea under that honest label they did attempt to sell the same thing under a different brand. Given how the stock market has performed since G.W.'s plan tanked, even before considering the fees that private money managers would have taken to manage those private accounts, it's difficult to see how opponents of G.W'.s proposals were wrong.

  • "Look around the world, and we don't look as exceptional as we think. Chileans are willing to save for their own retirement." - Yes, look around the world - but not at Europe. No, don't look around the word - look only at Chile. And while you're at it, pretend that U.S. citizens don't save for their retirement through 401k, 403b, IRA, 457b, and similar private accounts. As for Chile, Applebaum's talking point has passed it's expiration date.

  • "Most Europeans are reconciled to the idea that not everybody, at any age and in any condition, is entitled to the most expensive medical technology." - The same, of course, is tru of most Americans. The issue is that when it's you or your loved one who needs that treatment, you want them to get it. I somehow doubt that's any less true in Europe than it is here.

  • "A secretary of state or defense traveling with dozens of cars and armed security guards would seem absurd in many countries" - Well, yes, but their Secretaries of State aren't the credible targets of kidnapping and assassination attempts. Ours is.

  • "...as would the notion that the government provides a tax break if you buy a house" - Different nations offer different subsidies, depending upon what they value. The U.S. emphasizes home ownership, and thus subsidizes home ownership. But you know what home ownership does? It ties people to a location and a mortgage, making them less able to move to change jobs and more dependent upon a steady flow of income - and is associated with lower levels of labor organization and strikes. So, Anne, is the problem that the U.S. too heavily subsidizes housing, or is the problem that too many Europeans rent?

  • "...or that schools should close if there is ice on the roads." - Pray tell, what nations don't have "snow days" when they have reason to be concerned that the roads will be dangerous? What nations in which the state offers school busing don't have snow days? I suspect that the correct answers are "none" and "none".

  • "Yet we not only demand ludicrous levels of personal and political safety, we also rant and rave against the vast bureaucracies we have created -- democratically, constitutionally, openly -- to deliver it." - Ah, if only we lived in Europe, where everybody loves the government, nobody complains of government waste or inefficiency, nobody expects the government to address society problems, nobody strikes, and nobody protests.

Applebaum's editorial doesn't really say anything of note, and thus appears to have passed with little critical attention. But given that most people who read a newspaper aren't aware that op/ed writers aren't fact-checked, it perhaps highlights a need to better educate the public that what they read in the paper may be something the author just made up. After all, a lot of Applebaum's concerns are based upon exactly that - the people believing stuff that politicians and pundits made up.

Update: E.J. Dionne gets it right:
Yet [in jumping the gun in the Sherrod case] the Obama team was reacting to a reality: the bludgeoning of mainstream journalism into looking timorously over its right shoulder and believing that "balance" demands taking seriously whatever sludge the far right is pumping into the political waters.

This goes way back. Al Gore never actually said he "invented the Internet," but you could be forgiven for not knowing this because the mainstream media kept reporting he had.

There were no "death panels" in the Democratic health-care bills. But this false charge got so much coverage that an NBC News-Wall Street Journal poll last August found that 45 percent of Americans thought the reform proposals would likely allow "the government to make decisions about when to stop providing medical care to the elderly." That was the summer when support for reform was dropping precipitously. A straight-out lie influenced the course of one of our most important debates.

The traditional media are so petrified of being called "liberal" that they are prepared to allow the Breitbarts of the world to become their assignment editors. Mainstream journalists regularly criticize themselves for not jumping fast enough or high enough when the Fox crowd demands coverage of one of their attack lines.

Tuesday, July 06, 2010

Remember Everything Bad That Happened In The Last Decade?

It actually happened in the last year That's right, folks, in a standard regurgitation of Republican talking points, Mark Thiessen is back with a new entry for the contest.

Now, those of you with memories may recall that George W. Bush inherited a budget surplus, and immediately launched a plan to turn that into a deficit avoid paying down the deficit too quickly by granting massive tax cuts to the wealthy. No, really, I'm being too fair to Bush. As you have a memory you recall that he had a one-size-fits-all tax policy - the economy is strong so we can improve it with a tax cut; the economy is weakening so we need a tax cut to restore it; we're in a recession and nothing improves a weak economy like a tax cut.... The only economic plan he had was to cut taxes for the rich, damn the consequences. (At least so far, Thiessen's distortions are at least on par with Gerson's.)

A quick dose of reality:


That is to say, virtually all of the red ink in the budget is attributable to an economic downturn that started under George "tax cuts will make the economy perfect" Bush, two wars started by President Bush, and those tax cuts that were supposed to fix every imaginable economic problem. TARP and the bailout, started under Bush, and recovery spending represent a very small part of the picture. When Thiessen argues, "Polls show that Americans want candidates for Congress who support spending cuts and consider the national debt the greatest threat to our country, on par with the threat of terrorism", he had best take heed that he is arguing that the public views the devastation caused by his former boss as on par with the 9/11 attacks.

Needless to say, facts be damned, Thiessen wants to put the responsibility for the Bush debacle (each and every one of them, but in this specific context the budget deficit) on President Obama's shoulders:
Last week in Wisconsin, he declared "We've got to get this debt and our deficit under control." This from the man who rammed an $877 billion stimulus bill and a $1 trillion government health-care bill through Congress. In just 17 months, Obama and the Democrats have increased the national debt by 23 percent, and have put the country on track for another decade of red ink.
Pay no attention to the man behind the curtain....

There's also a legitimate question about whether this is the time for austerity or for stimulus spending. Yes, we can grant that Bush's economic incompetence placed the Obama administration in the position of having to deficit spend in order to fund the stimulus bill, and that it will again have to deficit spend to finance a new stimulus bill. But there's no sign that the economy is bouncing back without stimulus spending and, Thiessen's distortions aside, when the economy falters and housing prices are depressed, and unemployment is high, tax revenues go down. Perhaps Thiessen didn't notice that virtually every state is in the midst of a financial crisis, despite the austerity measures they've taken to date, because of the impact of the recession. Certainly, an argument can be made for austerity, but so far the facts suggest that additional stimulus spending is the far wiser choice.

I was agnostic on stimulus spending, and am fiscally conservative by nature - I completely disagreed with the Bush Administration's massive tax cuts backed up with their "deficits don't matter" prattle. (Where was Thiessen at that time? Oh yeah... writing speeches in defense of those policies.) I came to view the financial industry bailout as a necessary evil, albeit one that as implemented showered money on the undeserving and represents some of the worst lemon socialism in our nation's history. If the federal government is going to do something about unemployment, it seems obvious that its two principal tools are direct employment (hiring more federal employees) or stimulus spending.

One might suspect that hacks like Thiessen are arguing for cuts and against stimulus because they know as much - but feel that hurting the economy, the states, and the people of the nation will help the Republicans in the November elections. In fact, Dean Baker is presently making that argument:
While it may be bad taste to accuse a major national political party of deliberately wanting to throw people out of jobs, there is no other plausible explanation for the Republicans' behaviour. They have balked at supporting nearly every bill that had any serious hope of creating or keeping jobs, most recently filibustering on bills that provided aid to state and local governments and extending unemployment benefits. The result of the Republicans' actions, unless they are reversed quickly, is that hundreds of thousands more workers will be thrown out of work by the mid-terms.

* * *

The other argument the Republicans give is that these bills would add to the national debt. For example, the latest extension of unemployment benefits would have added $22bn to the debt by the end of 2011. This means that the debt would be $9,807,000,000 instead of $9,785,000,000 at the end of fiscal 2011, an increase of the debt-to-GDP ratio from 65.3% to 65.4%.

It is possible that Congressional Republicans, who were willing to vote for hundreds of billions of dollars of war expenditures without paying for them, or trillions of dollars of tax cuts without paying for them, are actually concerned about this sort of increase in the national debt. It is possible that this is true, but not very plausible.

The more likely explanation is that the Republicans want to block anything that can boost the economy and create jobs.
So Republican operatives like Thiessen create what can reasonably be described as a pessimism bubble (yes, I'm alluding to Douthat), in which the United States is on the verge of falling into the same trap as the weakest economy in the developed world, a line of nonsense that Douthat is unwilling to swallow:
But even now, there isn’t a major power in the world that wouldn’t happily change places with the United States. Our weaknesses are real, but so is our potential for resilience. While our rivals (in Asia as well as the West) face a slow demographic decline, our population is steadily increasing. The European Union’s recent follies make our creaking 200-year-old institutions look flexible by comparison. And China can throw up all the high-speed rails and solar panels it wants, but it won’t change the fact that most of the country is still sunk in rural poverty.
Republican fear mongering is red meat for the Tea Party Movement, a largely Republican force that the party wants to keep inside its tent. And yes, Douthat has a point that our nation does face problems that are different, and perhaps more difficult, than in the past (I would argue definitely more difficult), but that's not a justification for lies and misrepresentations designed to gin up fear about and opposition to legislation and spending initiatives that could both help the economy and position the U.S. for long-term growth.

Thiessen compares the outcome of the British election to a "Tea Party government". The election result in the U.K. is a bit odd - imagine a very close election that resulted in a Republican majority by virtue of people like Bernie Sanders choosing to caucus with the Republicans. The British government is taking the approach of austerity, in Thiessen's words, "necessitated by years of Labor profligacy, which produced the second-largest budget deficit in Europe" - recall that Labor came into power under Clinton and only lost power this year. So most of those years of what Thiessen sees as fiscal irresponsibility overlap with Bush's Presidency - yet somehow the Republican Congress that Bush inherited, and the massive tax cuts, war spending, and unfunded entitlements of the Bush era are flushed down Thiessen's memory hole.

Incredibly, in relation to a country that has a much higher tax rate than ours - and in which part of the austerity measure is to further raise taxes. Recall, Thiessen is arguing that the British budget would please the Tea Party movement. Where can I find the portion of the Tea Party platform (not that one actually exists, but let's go with the commercial ventures that are trying to profit from their organization of the Tea Party movement) or the Republican Party who is willing to admit that the people of this nation are not under-taxed? Thiessen defends the British budget as offering a "balance of spending cuts to tax increases is 77 to 23 percent" - okay, let's hear the Republican Party offer up a budget with a similar balance of tax increases and spending cuts, and see how it goes over with the Tea Party Movement. (I expect the Republican Party's silence to be deafening.)

Over the next couple of years we'll find out if Europe's new devotion to austerity delivers the robust economic growth predicted by its advocates. I'm not optimistic. I'm not going to speculate as to whether the nation's of Europe are in a position to attempt more stimulus spending, and I don't have the numbers in front of me, but (fear-mongering aside) we are - and Thiessen's propaganda having been duly considered, another major stimulus bill won't bankrupt us and, if it works, should at least party pay for itself through increased tax revenue resulting from economic growth. With a stimulus bill we would have a clear exercise in contrasts - who pulls out of the economic slump first, the budget slashers or the stimulus spenders. I suspect that people like Thiessen believe it's the latter, which is why they (and similarly positioned newly fledged deficit hawks) advocate the former.

Tuesday, November 24, 2009

Diplomacy as Speed Chess?


Roger Cohen's impatience is bringing out his inner (and outer) Kissinger:
I found myself seated next to Henry Kissinger at a New York dinner and asked him how he thought President Barack Obama was doing.

"He reminds me of a chess grandmaster who has played his opening in six simultaneous games," Kissinger said. "But he hasn’t completed a single game and I’d like to see him finish one."
Cohen bought into Kissinger's analogy without asking the appropriate follow-up questions, "How many chess games did you finish during your first ten months, whether as National Security Advisor or Secretary of State? And how many key matches did you and Nixon win?" In one particularly memorable multi-year game, the Vietnam War, the Kissinger team pulled an "illegal war in Cambodia and Laos" gambit, attempted an end-game that revolved around the Paris Peace Accords and "peace with honor", and shortly thereafter was checkmated. Maybe Kissinger there's a reason Kissinger chose the word "finish" instead of "win".

Kissinger could respond that these issues are hard, many will take years to wrap up, and it may take many more years before it's clear who won or lost a particular match. And that would be a fair response, but for the fact that it undermines his analogy. It's fun to drop bon mots, but it's hard to imagine that Kissinger didn't know he was pushing for an impatient response to problems that can only be resolved through care and patience - and perhaps not even then. (How well did Kissinger's policies work to unify Cyprus? Does he still want Cyprus under Turkish control?)

Cohen eagerly accepts the role of the impatient American:
I thought that wasn’t a bad image for Obama’s international gambits, and then here, at the first Halifax International Security Forum, I heard a similar observation from one participant: "We’ve had the set-up, but is there a middle game?" Or, put another way, can this probing, intelligent president close anything?
Cohen should know better, and probably does. Most likely, though, he doesn't care about the half-dozen high stakes games President Obama is working through. Most likely he cares about one, maybe two, and he's less concerned that Obama can't "close" than he is that Obama will choose to close in a manner inconsistent with his own preconceptions of how the matter should be handled.

Cohen also misses the boat with his comment on Obama's talk of a world without nuclear weapons,
It’s an idea with resonance, and may provide some moral suasion over countries contemplating pursuit of a bomb, but I can’t help recalling that the worlds of 1914 and 1939 were worlds without nukes. No thanks to that.
To bring up the subject is something of a red herring, given that even if Obama makes progress toward reducing the number of nuclear weapons in the world, I know of nobody with the slightest sense that he will eliminate nuclear weapons during his Presidency - at best it would take decades. But he should consider also that the present world is nothing like 1914 or 1939. Now granted, should Russia or China start acting in a militarily threatening manner to the United States or each other, possession of nuclear weapons by all parties does deter transforming a cold war into a hot war. But the U.S. can presently militarily crush any nation it chooses... except for those with nuclear weapons.

Does Cohen believes that détente can be achieved between any two nuclear-armed nations? Clearly not. The present danger is that an otherwise militarily weak nuclear-armed state might use its weapons in a war with a neighbor, might lose control of its nuclear arsenal in a coup, or might sell or trade its knowledge, components, or even a nuclear device in exchange for cash or weapons. That's the danger Obama is attempting to address.

On Russia, Cohen offers a conclusion that sounds like it was lifted from a corporation's annual report: "I don’t believe Obama has yet shifted the basic confrontational optic of a resurgent Russia emerging from the humiliation of imperial collapse." Cohen sees Russia as having two conflicting approaches to the world: one comes from Dmitri Medvedev, and "The other perspective is called Vladimir Putin." (Ah, memories.) Is Cohen arguing that Obama needs to take a hard line with Russia and somehow force it to act against its perceived best interest on foreign national policies, such as its relations with Iran - with the probability that Russia will respond by saying no? Is he arguing that the U.S. should give up on diplomacy with Russia, and just let Russia do what it wants? Seriously, what's his point? As Cohen knows, we have no military option against Russia.

On Afghanistan, Cohen is critical that while Obama showed "clarity" in March by sending a lot more troops, he is presently showing "uncertainty" because he didn't immediately agree to send tens of thousands of troops to Afghanistan seven months later. I'm not going to dig through Cohen's past writings to try to determine if he wrote something similar about Bush during the former administration's seven years of malign neglect of the Afghan war, but it's worth noting that by way of comparison Obama is running laps around the mediocre record of his predecessor. No, the real fear isn't that Obama's indecisive - it's that he won't commit to endless war:
I worry now that Obama’s quest for perfect calibration will yield a less than resounding fudge where the tenacious message of a troop increase is undermined by talk of exit timing. That’s not how you break the will of an enemy.
How many times in its history has Afghanistan been the subject of an invasion attempt, invasion, or occupation? How many times in its history has it been successfully pacified, even when occupied by a superpower? Cohen truly believes that if Obama doesn't remind the Afghan people that we'll eventually pack up and go home, they somehow won't remember centuries of history - that the foreign occupier always packs up and goes home? Or that they have failed to notice that the same holds true in regard to any modern military engagement involving a long-term occupation in which the occupying power didn't engage in a massive population transfer into the occupied territory? Come on.

Cohen also seems to believe that every leader in the world wants to be Obama's best friend, and that they're all stinging at perceived slights:
In Europe, a more modest reset attempt has been compromised with political leaders (if not the public) by a perception of cool distance, underscored when Obama did not show at 20th-anniversary celebrations of the Berlin Wall’s fall. Feelings are particularly strong in Paris, where mutterings about Obama’s “Carterization” are heard. President Nicolas Sarkozy, who ushered France back to NATO’s integrated military command structure, and shattered political taboos dictating coolness toward America, has seen his hopes for a special relationship evaporate.
(Ah, memories.) It sounds like he's describing junior high school. "Angela threw a big party but Barack said he was too busy to come. All of Angela's friends are mad at him. Nicolas offered Barack a BFF bracelet, and Barack told him 'I don't want to be your best friend,' and now Nicolas doesn't like him any more and called him a loser." Again, come on.

Anne Applebaum has a better take on what's involved in Europe, noting that there's nothing close to a European consensus or European decision-maker with whom Obama can work on the key issues of the day, and she correctly notes that nations like China are going to pursue their own foreign policy interests, although her conclusion (while suitable for an editorial) seems overblown:
Europe might have a new phone number, but when Obama calls, the person on the other end of the line will still be unable to act. "Europe" will not be a unified entity capable of coordinating a unified policy in Iran, North Korea, Afghanistan, the Middle East or anywhere else anytime soon. Europe cannot, in short, become America's full partner in foreign policy....

This does mean that the Obama administration has a problem, however: Having come to office promising to work with allies, it may soon discover that there are no allies with which to work. Europe is still our best hope, because Europeans share most of our values. But organizing sanctions with a divided Europe - never mind a military operation - will continue to be a major chore. China, meanwhile, is acquiring vast foreign interests, trading in Africa and South America as well as Asia, along with a vast army to match. But China appears uninterested in joining an international campaign against terrorism, nuclear proliferation or anything else.

Global military and security thus look set to remain in the hands of the United States, whether the United States wants it or not. Halfway through his presidency, George W. Bush found he had to drop unilateralism in favor of diplomacy. Now one wonders: At some point in his presidency, will Obama find he has to drop diplomacy in favor of unilateralism, too?
Cohen seems to be operating under the conceit that U.S. foreign policy interests are everybody's interests, and thus that it's absurd that Obama can't handshake his way to consensus - that it's somehow Obama's failure. He underestimates the effect of Bush's unilateralism, which if anything caused our traditional allies to become quite accustomed to saying "no". He disregards the fact that foreign nations have their own issues to worry about, and their most pressing issues may not be the same as ours. He also overlooks the fact that there can sometimes be a political gain to a politician, even in an allied nation, for standing up to U.S. pressure.

I also like this one:
In Israel-Palestine, Obama underestimated the damage of the past decade and has been outmaneuvered by Prime Minister Benjamin Netanyahu.
No, what happened was that Obama overestimated the resiliency of the U.S. economy, and severely underestimated his own party's willingness to address serious domestic issues such as stimulating economic recovery or passing a healthcare reform bill, and has had to expend significant political capital on those issues. Netanyahu, ever an opportunist, recognized that he could say "no" to the Obama Administration without consequence, as the Obama Administration is not presently positioned to impose a consequence. Is it a great shame that a Democratically controlled Congress doesn't have the President's back on key domestic and foreign policy issues? Absolutely. But what does Cohen expect President Obama to do about that?

Cohen has a sense of how skewed perspectives are in Israel, but compare and contrast Benny Morris who describes Obama as "a man who has, in the international arena, shown a proclivity for indecision (except when it comes to Israeli settlements in the West Bank)." Even with the retreat from his earlier demands for a mere freeze on new construction within those settlements, developed in knowing violation of international law, Morris sees Obama as having taken a hard line against Israel. (Meanwhile, Morris argues that an Israeli attack on Iran could bring chaos to the region, then turns around and suggests that it's the responsibility of the U.S. to bomb Iran so Israel doesn't have to, or at least to give it a green light and a massive infusion of high tech weaponry. Morris is definitely a person who brings to mind the phrase, "With friends like these....") It's also worth observing that Cohen sounds an awful lot like Pat Buchanan.1

It's worth remembering that Cohen very recently argued that the time for achieving a bona fide peace, with a two state solution, started to vanish under President Clinton and was squandered under Bush.2
Obama, who has his Nobel already, should ratchet expectations downward. Stop talking about peace. Banish the word. Start talking about détente. That’s what Lieberman wants; that’s what Hamas says it wants; that’s the end point of Netanyahu’s evasions.
Peace is unattainable, Netanyahu's evasive, and all of this arose before Obama took office, yet it's somehow Obama's fault that his proposal for peace talks isn't working out. Or perhaps Cohen is now of the position that U.S. Presidents should pretend that the Israel-Palestine conflict is irrelevant to U.S. foreign policy interests, and give neither time nor effort to resolving it. Even a grandmaster will have difficulty ending a match, at least in a positive way, if Cohen is correct that he inherited a board where his only pieces are a king and a pawn while his opponent has retained most of his pieces.

The only thing Cohen offers that could approximate as a proposed solution is that Obama spend more time talking about "human rights and freedom". Does Cohen believe that in the prism of junior high school through which he views Europe, that will dissuade Nicolas Sarcozy from comparing Obama to Carter?

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1. Dan Larison offers a response to Pat Buchanan's arguments here.

2. You want to talk ineffectual? Or "dithering"? How about G.W. and his "road map" to nowhere?

Wednesday, October 14, 2009

But What Does The Poll Result Mean?


Michael Gerson whines that Europeans aren't sufficiently war-like:
A recent transatlantic poll asked whether the use of force can ever be "necessary to obtain justice." Seventy-one percent of Europeans said "no," while 71 percent of American said "yes." In general, Europeans believe that nothing -- not peace, or freedom, or security, or the rights of the weak -- is worth fighting for.
The poll says "inch", and Gerson extrapolates to "mile".

One of the funny things about polls like that is how, when you start describing specific circumstances, the result can change dramatically. "You oppose the death penalty?" "Oh yes, 100%, absolutely." "What about Ted Bundy and Jeff Dahmer." "Well, except for them." The same sort of thing goes on with nebulous questions about war. While 71% of Europeans may well have disagreed with the abstract statement, "Is war sometimes necessary to obtain justice", that does not mean that the same 71% wouldn't endorse a specific war (e.g., WWII) as having done so. Further, there's a matter of interpretation. Europeans from non-English speaking countries (the U.K.'s figures being much closer to those of the U.S.) may have been interpreting that question as "Are there always steps that you can take to achieve justice without going to war?" It's an answer that sees war as one tool in the box, but that recognizes that other tools are available that may be able to achieve the same end, perhaps even with a better outcome.

By way of example, Gerson whinges about Obama's wise decision to abandon an expensive, provocative plan G.W. had to install missile defense technology in Poland and the Czech Republic. Does Gerson think those nations are particularly wise in the necessity of war? If so, then why did 75% of Poles reject the concept of war as necessary to obtain justice, making them significantly more "pacifistic" than "Old Europe"? Also, what happened to Gerson's brand of "compassionate Christianity"? Where in the teachings of his faith can I find similar scorn for pacifism?

Meanwhile, you gotta love Gerson's new anti-popularity test:
It is the combination of American power and credibility that causes other nations to change their behavior in ways favorable to our interests. But power and credibility often attract resentment, not love. President Ronald Reagan was unpopular in Europe while pursuing policies, such as the deployment of medium-range nuclear missiles, that weakened the Soviet Union.
And G.W. was unpopular in Europe while getting the U.S. bogged down in two wars, still no end in sight, and undermining our ability to militarily or diplomatically pressure nations such as Iran and North Korea. Funny, how quickly Gerson forgets the legacy of his lord and master.1
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1. Gerson does try to slip in a plug for G.W.,
Over the past several decades, certain images of America - the Marshall Plan, the Peace Corps, the President's Emergency Plan for AIDS Relief - have demonstrated that America's conception of its global interests is neither narrow nor selfish.
And the Nobel committee, as much as Gerson tries to pretend otherwise, has recognized American contributions to world peace. In case he missed it, in 1953 they awarded the price to George Cartlett Marshall. Leaving aside his poor diplomatic and military record for the moment, G.W. might have made himself a better candidate had he not coupled U.S. AIDS relief programs with "abstinence only" programs and fought against contraception and family planning.

Wednesday, April 14, 2004

Bad News from Europe?


According to the New York Times, bad things are happening in Eastern and Central Europe:
Politicians espousing nationalism, ethnic bigotry, overly simplistic economic programs and a rejection of all things European are gaining ground around the region....
Um... isn't that a description of the Bush Campaign's platform?

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