It’s damned rare, when you read the histories of the Second World War, that you can definitively find a place where one man, with the right skills, at the right place, at the right time, provided a make or break/victory or defeat  level of difference in a military campaign with his contributions.  Let alone one so central to the identities of the US Navy and US Marine Corps as the Guadalcanal campaign. Yet, for the period of September 1942 and March 1943, there was one US Marine non-commissioned officer who did just that.

He was Master Technical Sargent Dermott H. MacDonnell.  His performance as chief radar operator for Marine Air Group 23’s (MAG-23) SCR-270 radar made the difference between keeping and losing daylight air superiority over Henderson Field in the darkest days of the Guadalcanal campaign.  He was the Guadalcanal Air Campaign’s “Horseshoe Nail of Victory.”

MTSgt Dermott H. MacDonnell at base of SCR-270 radar on Guadalcanal.  His performance with this radar won and kept air superiority in the darkest days of the Guadalcanal campaign Source:  Marine Corps Historical Archives, courtesy of MACCS History

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The Caine Mutiny by Herman Wouk

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(reposted in honor of Herman Wouk, who died yesterday at the age of 103)

Just about everyone has seen the movie based on this book, featuring Humphrey Bogart’s famous performance as Captain Queeg.  The movie is indeed excellent–the book is even better, and contains a lot that is absent from the film.  And while the film ends basically after the court-martial scene, the book continues to follow the USS Caine and  key characters for the duration of the war.  In this review, I won’t worry about spoilers re plot elements that were included in the movie, but will try to minimize them as far as other aspects of the book are concerned. After summarizing the story, I’ll comment on some of the issue raised by the book. (A 2005 article, referencing The Caine Mutiny, refers to Wouk as “the first neoconservative.”)

Lieutenant Commander Philip Queeg, a rigid and insecure man, is appointed during WWII to the command of Caine, a decrepit old destroyer-minesweeper…the ship and its slovenly-appearing crew are described as being part of the  “hoodlum navy.”  This is Queeg’s first command, and he is desperately concerned to make it a success, deeply afraid of making a mistake which will lead to his failure.  Ironically, it is specifically this fear of failure and perceived need for perfection which is responsible for many, perhaps most, of his troubles. When Caine runs aground the first time Queeg takes her out, he fails to submit the required grounding report for fear of higher authority’s reaction. When the ship cuts her own towline while assigned to target-towing duty, Queeg cannot make up him mind whether or not to attempt recovery of the drifting target–and radios in for instructions.  Incidents like these do not inspire confidence in Queeg on the part of his superiors.

The officers and crew of Caine also lose confidence in the captain as his obsessive-compulsive behavior becomes increasingly problematic.  As a result of several incidents during combat, there are also concerns about Queeg’s personal courage. While no one aboard Caine likes Queeg once they get to know him, the captain’s most vocal critic is an officer named Thomas Keefer, an intellectual who is an aspiring novelist. Keefer has a cynical attitude toward the Navy, which he refers to as “a master plan designed by geniuses for execution by idiots,” and advises Willie Keith, a young officer who is his subordinate,  that “If you’re not an idiot, but find yourself in the Navy, you can only operate well by pretending to be one.”

The ship’s executive officer is Steve Maryk. In civilian life a commercial fisherman, Maryk now hopes to make the Navy his career. Maryk is a fine seaman and a good leader, but not a highly-educated man–he is somewhat in awe of Tom Keefer’s intellectual attainments.

In repeated conversations, Keefer tells Maryk that the captain must be mentally ill, using psychological jargon and concepts that Maryk does not pretend to understand. Maryk is concerned enough about Queeg’s behavior that he begins keeping a “medical log” on Queeg, with the idea of presenting this to higher authority if necessary and possible. The time seems right when Caine shares an anchorage with the battleship carrying Admiral Halsey:  Maryk takes his log, takes Keefer in tow, and heads over to the New Jersey to see if they can speak with the Admiral.  But Keefer, at the last moment, chickens out, asserting that Halsey, with his experience aboard large well-managed ships, would never be able to understand the state of things aboard a hoodlum-navy ship like Caine, and that raising the issue with him would only get the two of them in trouble.  Feeling unable to make the case without support, Maryk gives up on talking to Halsey and the two officers return to Caine.

But soon thereafter, the old ship encounters a typhooon. Fleet course is 180 degrees, due south–away from the wind–and Queeg refuses to adopt the safer course of heading into the wind even though communication with other ships, as well as radar contact, has been lost.

An unbelievably big gray wave loomed on the port side, high over the bridge. It came smashing down. Water spouted into the wheelhouse from the open wing, flooding to Willie’s knees. The water felt surprisingly warm and sticky, like blood. “Sir, we’re shipping water on the goddamn bridge!” said Maryk shrilly. “We’ve got to come around into the wind!”

“Heading 245, sir.” Stilwell’s voice was sobbing. “She ain’t answering to the engines at all, sir!”

The Caine rolled almost completely over on its port side.  Everybody in the wheelhouse except Stilwell went sliding across the streaming deck and piled up against the windows.  The sea was under their noses, dashing up against the glass.  “Mr Maryk, the light on this gyro just went out!” screamed Stilwell, clinging desperately to the wheel.  The wind howled and shrieked in Willie’s ears.  He lay on his face on the deck, tumbling around in salt water, flailing for a grip at something solid.

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Martin Wolf, writing in the Financial Times, displayed the above graph, which is taken from this article in the Journal of Democracy.

After seeing this graph, I was going to put the title “Absolutely Terrifying” on this post.  But when looking at survey data, I like to dig into the source information a bit and look at the wording of the actual questions asked.  This data comes from something called the World Values Survey, and the specific question is:

How important is it for you to live in a country that is governed democratically? On this scale where 1 means it is “not at all important” and 10 means “absolutely important” what position would you choose?

I wondered how the results would look if I added the “9”  answers, one notch below “absolutely important”, to those who gave the highest possible importance answer…then did the same thing when adding the “8” respondents.  Here’s what I got (US data only), summarized.

“Absolutely Important” only:

1930s 63%
1940s 56%
1950s 57%
1960s 47%
1970s 43%
1980s 27%

“Absolutely Important” plus “9” responses:

1930s 78%
1940s 74%
1950s 67%
1960s 61%
1970s 57%
1980s 40%

When I also add those who assigned democracy an “8” rating, I get a total of 89% for the 1930s cohort falling to 77% for the 1960s birth and 53% for those born in the 1980s.

(There have been six “waves” of the World Values Survey; I used only the most recent one, which probably explains why my numbers for the “absolutely important” category are slightly different from those shown in the graph.  The data is openly available here, and the display and crosstab toolset is very easy to use.)

So the results are slightly less-alarming than they appeared at first glance, which is why I changed the title of this post from “Absolutely Terrifying” to “Pretty Scary.”  Still, 40% is less than half, and the indication that only 40% of the 1980s cohort value democracy as either “maximally important,” or one step down from that, should be of considerable concern.

Your thoughts?

How the mighty are fallen from earlier glory: in the 1990ies, CNN was the scrappy, creative underdog in the TV news business. No name anchors and reporters, bare-bones no-frills sets, go anywhere, cover anything reporters and camera crews. In the first Gulf War, they were Johnny-on-the spot and the news source to watch for war developments, if my memory serves. And now, some knowledgeable commenters and bloggers wonder openly if the only reason that CNN’s viewership isn’t crashing more steeply than has been reported is because of the channels’ ubiquity at airports and other public venues. Once upon a golden time, it seemed only logical for the owners/managers of airports and the like to have contracts with CNN, and no one objected much because it was CNN, a responsible and political neutral source of news. Read the rest of this entry »

Quillette is its usual excellent self.

A couple of months ago in an Uber:

The driver, a Haitian immigrant, is listening to an NPR interview with Pete Buttigieg, the South Bend, IN mayor and Democratic wunderkind. The questions are softballs and Buttigieg gives polished, mellifluous, contentless answers in his perfect NPR-announcer voice. He is exploring the possibility of running for President. He thinks more young people should consider government careers. He is married to a man and this fact pleases the interviewer. There are no questions about the role of the presidency or about how someone as young and inexperienced as Buttigieg could possibly be qualified.

The driver says, Why do people in this country think running for office is the only way to help their country? Why don’t they start businesses and create jobs instead?

I attempt a rational answer along the lines of: Most productive people don’t run for office and the people who do run for office aren’t typical. But the driver’s question was mostly rhetorical. Buttigieg is obviously a talented guy who could be successful in many roles yet chose retail politics. He fits a profile: Young, ambitious, vague on political philosophy and with a resume that suggests a disciplined long-term effort to groom himself for high elected office. This is not the profile of a normal person and it engenders suspicion in people who have conservative temperaments. The Uber driver is clearly someone with a conservative temperament. Many other Americans, it appears, are not. Time will tell which approach – brilliant resumes and glibly articulated rationality, or respect for experience and hard realities – will prevail politically.

The EU is a parliamentary “democracy” that lives and breathes absent anything like meaningful responsible government. What Tisdall means is that Orban—although popular with actual voters in his own country—among people who have an incentive to know precisely what Orban is up to—remains an object of suspicion among the bureaucrats in Brussels and among members of the European Parliament from countries other than Hungary. What Tisdall does not understand is that it is he who is illustrating a contempt for ordinary democracy and ordinary voters.

Hmm. . . sounds familiar.

Read Seth’s full post.

‘When the crocus blossoms,’ hiss the women in Berlin,
‘He will press the button, and the battle will begin.
When the crocus blossoms, up the German knights will go,
And flame and fume and filthiness will terminate the foe…
When the crocus blossoms, not a neutral will remain.’

(A P Herbert, Spring Song, quoted in To Lose a Battle, by Alistair Horne)

On May 10, 1940, German forces launched an attack against Belgium, France, the Netherlands, and Luxembourg. Few people among the Allies imagined that France would collapse in only six weeks: Churchill, for example, had a high opinion of the fighting qualities of the French army. But collapse is what happened, of course, and we are still all living with the consequences. General Andre Beaufre, who in 1940 was a young Captain on the French staff, wrote in 1967:

The collapse of the French Army is the most important event of the twentieth century.

If it’s an exaggeration, it’s not much of one. If France had held up to the German assault as effectively as it was expected to do, World War II would probably have never reached the nightmare levels that it in fact did reach. The Hitler regime might well have fallen. The Holocaust would never have happened. Most likely, there would have been no Communist takeover of Eastern Europe.

This campaign has never received much attention in America; it tends to be regarded as something that happened before the “real” war started. Indeed, many denizens of the Anglosphere seem to believe that the French basically gave up without a fight–which is a considerable exaggeration given the French casualties of around 90,000 killed and 200,000 wounded. But I think the fall of France deserves serious study, and that some of the root causes of the defeat are scarily relevant to today’s world.

First, I will very briefly summarize the campaign from a military standpoint, and will then shift focus to the social and political factors involved in the defeat.

France’s border can be thought of in terms of three sectors. In the north, the border with with Belgium. Early French military planning had been based on the idea of a strong cooperative relationship with Belgium: however, in the years immediately prior to 1940, that country had adopted a position of neutrality and had refused to do any joint military planning with France. In the south, the border was protected by the forts of the Maginot Line (the southern flank of which was anchored by mountainous territory bordering on Switzerland and Italy.) In between these regions was the country of the Ardennes. It was heavily wooded and with few roads, and the French high command did not believe it was a feasible attack route for strong forces–hence, the Maginot Line had not been extended to cover it, and the border here was protected only with field fortifications.

The French plan was based on the assumption that the main German attack would come through Belgium. Following the expected request from the Belgian government for assistance, strong French forces were to advance into that country and counterattack the Germans. In the Maginot and Ardennes sectors, holding actions only were envisaged. While the troops manning the Maginot were of high quality, the Ardennes forces included a large proportion of middle-aged reservists, and had been designated as lower-class units.

The opening moves seemed to fit expectations. The Germans launched a powerful attack through Belgium, and the Belgian government made the expected requests for help. Andre Beaufre:

Doumenc sent me at once to Vincennes to report to General Gamelin (the French supreme commander). I arrived at 6.30 AM at the moment when the order had just been given for the huge machine to go into operation: the advance into Belgium. Gamelin was striding up and down the corridor in his fort, humming, with a pleased and martial air which I had never seen before. It has been said since that he expected defeat, but I could see no evidence of it at the time.

There was heavy fighting in Belgium…but the German attack on this country had served to mask their real point of maximum effort. Early in the morning of the 13th, it became clear that massive German forces were moving through the Ardennes, which had turned out to not be so impassable after all. A massive German air attack paved the way for a crossing of the Meuse river and the capture of the town of Sedan. French officers were stunned by the speed of the German advance–they had expected delays while the Germans brought up heavy artillery, not understanding that dive bombers could play a role similar to that traditionally played by artillery. And the bombing was psychologically-shattering, especially for inexperienced troops. The famous historian Marc Bloch had been exposed to many artillery barrages while fighting in the First World War: in reflecting on his service in 1940, he observed that he found aerial bombing much more frightening even though it was, objectively, probably less dangerous. (Bloch later joined the Resistance and was captured by the Germans and shot.)

The French command never really recovered from the unexpected thrust through the Ardennes and the fall of Sedan. Beginning on May 27, the British evacuated their troops at Dunkirk. On June 14, Prime Minister Paul Reynaud resigned. He was succeeded by Philippe Petain, a hero of the First World War, who immediately sought terms with the Germans. The “armistice”–basically a surrender–was signed on June 20. By Hitler’s order, it was signed in the same railway car where the armistice of 1918 had been signed. Hitler was present in person for the ceremony: William Shirer was fifty yards away, and was studying his expression through binoculars: It is afire with scorn, anger, hate, revenge, triumph.

Many military factors were involved in the defeat–obsolete doctrine on armored forces, inadequate use of radio communications, a strange and cumbersome military organization structure. But the roots of the 1940 debacle are not to be found only–or perhaps even primarily–in strictly military matters. A major role was played by certain characteristics of French society and politics of the time–and some of these factors are spookily similar to some of the things that are going on in America today.

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Last weekend, I was at the local HEB … the nice new one on Bulverde Road and 1604, the one newly-built and opened last spring to serve a rapidly expanding population along that crossroads. When I bought the home that I live in now and probably forever, there was nothing much out that way but a gas station and a large plant nursery. Now – all kinds of commercial enterprises. We like that particular HEB, by the way. It’s a longer drive to get to, then the one nearer the neighborhood, which we term “the podunk HEB.” One is better for a slightly more upscale and very much wider collection of groceries and household stuff, the other is more convenient, just around the corner, and where we are more likely to encounter neighbors.
At any rate, I was in the check-out line; an early Sunday afternoon, with all my purchases laid out on the belt, and a very much younger woman with a toddler in the seat of her cart, and a pretty full basket of comestibles in the basket, next in line after me. The toddler; a boy, about a year old, and with a short haircut of his dark hair. She was about mid-twenties and Hispanic, with purple-dyed hair. She reached up to the top row of the rack where impulse purchases are arrayed, books and magazines mostly, in a last attempt to get shoppers to make that one last purchase and picked out a small book. She laid it down on the belt, and said to me,
“I can’t resist books.”
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We are entering a period when the tariff controversy with China is getting serious.

The Wall Street Journal is worried.

A failure to break an impasse in talks in Washington on Friday opened a new phase in the trade fight after more than five months of back-and-forth negotiations. This time, some economists and analysts said, Beijing is taking stock of potential economic damage from higher tariffs.

While Beijing has met previous volleys of tariffs from the U.S. by raising duties on American goods—and the government has promised to retaliate—it held its fire. Though China has more limited tariff options, since it imports fewer products from the U.S. than the other way around, the Chinese leadership is also constrained by an economy that is in a shaky recovery from a sharp slowdown.

There is talk of China boycotting US farm products. They tried it a year ago.

The world’s biggest oilseed processor just confirmed one of the soybean market’s biggest fears: China has essentially stopped buying U.S. supplies amid the brewing trade war.

In a move that caught many in U.S. agriculture by surprise, China last month announced planned tariffs on American shipments of soybeans.

The boycott failed.

“China has to resume purchases of U.S. soybeans,” Oil World said in its latest newsletter. “The South American supply shortage will make it necessary for China, in our opinion, to import 15 million tonnes of U.S. soybeans in October 2018/March 2019, even if the current trade war is not resolved.”

China may not be in good shape to handle a trade war.

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This month marks the 150th anniversary of the US Transcontinental Railroad… surely one of the most important ‘infrastructure’ projects of all time. Railway Age reprints the contemporary coverage from their predecessor publication, Railway Times.

Union Pacific has completed the restoration of their ‘Big Boy’ steam locomotive, #4014, and will be running it, together with Living Legend #844, from Ogden, Utah to Cheyenne, Wyoming, as part of the transcontinental commemoration.

Gordon Lightfoot’s Canadian Railroad Trilogy is, as the title suggests, about the Canadian transcontinental railroad rather than the American, but is a fitting song for the occasion nonetheless. Also, the Smithsonian website Folklife has a playlist of 20 songs that are in some way related to the transcontinental, with some information about each.  (only short samples available unless you have Spotify)

It seems likely that, absent the transcontinental railroad, the United States would not have been able to stay together as a nation on a continental basis–certainly, long-distance transportation technology acts as a centripetal force to counterbalance the many centrifugal forces that tend to separate geographies politically.  I’ve previously cited the thoughts of Edward Porter Alexander, a Confederate general turned railroad president, on this topic, while raising the question as to how far this effect can and should extend.

From NBCLearn, here’s a series of short videos focused on WWII aircraft, technology, and people and intended for K-12 classroom use.  Each video is accompanied by two lesson plans, one focused on relevant STEM topics and the other with “social studies” topics.

For example, the STEM lesson plan that goes with the Pearl Harbor video is mainly about the attributes of the Zero Fighter .  The “social studies” lesson starts with the teacher asking students “Who wants to tell the class what has been happening in Europe since World War I” and “Who wants to tell the class what has been happening in the eastern hemisphere?”  (it would be interesting to hear some of the answers) and then progresses to other related topics, including a comparison of FDR’s speech after Pearl Harbor with the speech of GWB after 9/11.

I thought it was an interesting and worthwhile approach.  I would have preferred the videos to be a little longer (they’re about 5 minutes each), and thought there were some missed opportunities, misguided emphases, and a few apparent actual errors in some of the lesson plans.  For example, the “social studies” piece on the Night Witches (female Russian night bomber pilots) could have included something about the situation in the Soviet Union at the time, and the Eastern Front War in general…same point for The Flying Tank, the video about the Sturmovik ground attack plane.  The lesson on the B-17 Ball Turret could have usefully included a link the Randall Jarrell’s brutal poem, Death of the Ball Turret Gunner.  The STEM lesson plan on the ME-262 jet fighter talks about the benefits of the swept wing for “balance on its nosewheel”…”it also made the ME-262 faster”–but didn’t really get across the reasons why a swept wing is important as airspeeds get near the speed of sound.  The discussion of the Po-2 biplane used by the Night Witches implies that the plane had good gliding capabilities:  I seriously doubt this, given the low wing aspect ratio (as noted in the lesson plan) and the high drag generally characteristic of the biplane types. It would glide fine, but not for far…which was appropriate given its mission.

I thought that, overall, this was a very worthwhile effort.  The videos were co-produced with Paul Allen’s Vulcan Productions.  NBCLearn also has a whole lot of other educational videos.

In my last post — President Trump’s ‘Xanatos Gambit’ Trade Policy — I spoke to how President Trump has set up his political strategy on trade policy to make any outcome on the USMCA Trade agreement that he negotiated to replace the NAFTA agreement would be to his advantage over House Democrats and the “purchased by the multi-national corporation China Lobby” GOP Senators.  In this post I am going to lay out President Trump’s “Global  Energy Dominance” export policy’s “Xanatos Gambit” strategy tree vis-à-vis the 2020 presidential elections.

To start with, I’m going to refer you back to this passage from my last post on how the Trump Administration is “gaming” economic growth measurements:

This is where Pres. Trump’s ‘Xanatos Gambit’ strategy tree kicks in via a macroeconomic and trade policy manipulation of the very simple economic equation of gross domestic product:

GDP = US ECONOMIC ACTIVITY + EXPORTS + FOREIGN INVESTMENT – IMPORTS – EXTERNAL INVESTMENT

The American economy just grew 3.2% in the 1st quarter of 2019.  It would have grown another 0.3% but for the 30-odd day federal government shut down.  The “markets” were expecting 2.5% GDP growth.  The huge half-percent GDP “miss” boiled down to:

1. The USA exported more.

2. The USA imported less and

3. There was more external foreign investment than expected.

All three were the result of a combination of Trump administration policies on oil/LNG fracking, tax & regulatory cuts and trade/tariffs.

The Trump Administration upon coming into office in January 2017 had a huge windfall of energy projects that the Obama Administration had held up approval of in the Federal Energy Regulatory Commission.   This windfall neither began nor ended with the  Keystone XL oil pipeline.  There was a whole cornucopia of oil and natural gas energy infrastructure projects that Democratic Party interests, only some of them environmental, that the Obama Administration was using the FERC to sit on for a whole lot of reasons that I refer to as “The Economic Cold Civil War.”

While the media was spending a great deal of time talking about things like the Congressional votes to open the Arctic Wildlife Refuge in the early days of the Trump Administration’s energy policy implementation.  President Trump spent a great deal of his early political capital on getting his earliest political appointments through the Senate to the FERC to get those projects turned loose as a part of President Trump’s “Global  Energy Dominance” export policy.  The first fruit of this export infrastructure energy policy focus started paying off with the  Louisiana Offshore Oil Port (LOOP) coming on-line in 2018.  See this Apr 16, 2019 article by Julianne Geiger at Oilprice.com:

U.S. Doubles Oil Exports In 2018

The United States nearly doubled its oil exports in 2018, the Energy Information Administration reporting on Monday, from 1.2 million barrels per day in 2017.

The 2.0 million barrels of oil per day exported in 2018 was in line with increased oil production, which averaged 10.9 million barrels per day last year, and was made possible by changes to the Louisiana Offshore Oil Port (LOOP) which allowed it to load VLCCs (Trent Note: Very Large Crude Carriers) .

The changes to LOOP and to the sheer volume of exports were not the only changes for the US crude oil industry. The destination of this oil shifted in 2018 as well, and even shifted within the year as the trade row between China and the United States took hold.

Overall, Canada remained the largest buyer of US oil in 2018, at 19% of all oil exports, according to EIA data. During the first half of 2018, the largest buyer of US crude oil was China, averaging 376,000 barrels per day. Due to the trade row, however, US oil exports to China fell to an average of just 83,000 barrels per day in the second half, after seeing zero exports to China in the months of August, September, and October.**

[**Please note above the nice thing about energy exports is how futile a energy user embargo is against it.  China’s economic embargo of US crude products only hurt itself.]

The impact of the Trump Administration’s energy export policies from those early days of his administration in terms of liquefied natural gas (LNG) export facilities are now impacting the American economy. A large part of the extra 0.7% GDP growth achieved over the 2.5% Wall Street forecasts in the first quarter of 2019 came from the Corpus Christ 1 and Sabine 5 LNG export facilities coming on-line in late 2018 and making their first full export capacity quarter in Jan – Mar 2019.  The Cameroon 1 and Elba Island 1-6 LNG export facilities were also scheduled to come on-line in Late Feb-Early March 2019, and were very likely large contributors to LNG export surge.

This is how CNBC described 2019’s 1st quarter:

Robust demand for Texas oil and gas in the first two months of 2019 pushed the state’s export activity into high gear, strongly outpacing the national rate and contrasting with a slight decline by California.

Texas represented nearly 20% of all U.S. exports in the January-February period while California accounted for roughly an 11% share.

California has seen its share of total U.S. exports fall in recent years while Texas has been growing its share due mainly to the new oil boom.

CNBC table of US Exports in the 1st Quarter of 2019  Source: https://www.cnbc.com/2019/04/25/texas-exports-boosted-by-oil-rise-3-times-faster-than-us-increase.html

And this is only the beginning for the US economy in 2019. See the following text and LNG export facility graphic from a Dec 10, 2018 report by the US Federal government’s Energy Information Administration:

U.S. liquefied natural gas export capacity to more than double by the end of 2019

U.S. LNG exports continue to increase with the growing export capacity. EIA’s latest Short-Term Energy Outlook forecasts U.S. LNG exports to average 2.9 Bcf/d in 2018 and 5.2 Bcf/d in 2019 as the new liquefaction trains are gradually commissioned and ramp up LNG production to operate at full capacity. The latest information on the status of U.S. liquefaction facilities, including expected online dates and capacities, is available in EIA’s database of U.S. LNG export facilities.

EIA projection of U.S. Liquefied Natural Gas Export Capacity from 2016 – 2021. Date of projection, Dec 2018.

Given the above information, barring a war or serious election year intervention to kill the economy by the Federal Reserve, the cascade of LNG export infrastructure coming on-line in the 2nd and 4th quarters of 2019  will mean something on the order of a full percentage increase in GDP growth (in a range of 4.0% to 4.5%) in Jan – Mar 2020 over Jan – Mar 2019.  That is what going from 3.6 billion cubic feet per day (Bcf/d) of natural gas export capacity to to 8.9  Bcf/d in Dec 2019 does for you.

This extra 1% GDP will be happening just in time for the Iowa caucuses and New Hampshire primary.

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As a Boston area baby boomer, I belted out the National Anthem in my youth with conviction at sporting events. Massachusetts educators emphasized its role as the birthplace of the American Revolution from distant unaccountable politicians (leaving out the crucial role of fake news written and published by the infamous brewer’s son Sam Adams) and the motivating principles, summed up by Virginian Patrick Henry’s immortal phrase: “give me liberty or give me death.”

In the 1970s Boston’s U.S. Congressman Speaker of the House Tip O’Neill quipped “all politics is local.” Now the progressive daily prayer on Twitter begins “Our father, who art in Washington D.C. give us money – a guaranteed minimum income, reparations, welfare, entitlements, etc. and other free stuff – food, housing, medical care, a college education.”

Bostonian President Kennedy’s appeal to voters’ patriotism in the 1960’s to “Ask not what your country can do for you. Ask what you can do for your country” is reversed today. Patriotism is as out of favor with many millenials (who proudly display their participatory soccer trophies) as are the Boston (now New England) Patriots for hogging the Super Bowl Trophy this century, stigmatizing other teams as “losers.”

Competing Foreign Ideologies

Traumatized by competing ideas, many millenials would trade U.S. competitive capitalism and individual freedom for a free lunch. “History doesn’t repeat itself but it rhymes” according to Mark Twain. The core contemporary national political issue is whether America’s popular progressive ”social democracy” ideology rhymes with its founding principles and historical values or foreign ideologies that threaten the body politic?

The Communism Threat

The Bolshevik Revolution ended an anachronistic Imperial dynasty in a country with no prior democratic traditions. Communist intellectual Leon Trotsky promised a utopian Marxist socialism, international brotherhood and the end of nation-state competition for resources as the state would wither away. Communist atrocities under Stalin, murders and deaths measured in the tens and hundreds of millions, predated the WW II Western Alliance in a desperate attempt to industrialize a backward agrarian society.

Stalin promoted opaque Russian Imperialism under the banner of brotherhood. Soviet skullduggery in post War elections in Europe and around the globe – and CIA involvement to counter it (or visa-versa) – was widespread. The post WW I & II “Red Scare” of communist infiltration of state institutions in the U.S. was somewhat over-blown, but the belief that communists could be elected in a democracy based on false promises then turn dictatorial and refuse to relinquish power as has occurred most recently in Venezuela, was well founded. Fearing such a cancer on the body politic, the Communist Control Act of 1954 outlawing the Communist Party in the United States suppressing free speech passed with the full support of progressive Democrats who wanted to distance themselves from ”Uncle Joe” Stalin (and later, many others, including Mao).

Fascism, Communism’s Cousin and Bitter Political Rival

Hitler came to power in democratic Germany promising economic prosperity, understandably as wartime consumer deprivation far exceeded that of France and Britain (where communist sympathies were widespread), and post war reparations inhibited a consumer recovery. Although Mussolini, the founder of European fascism, once headed the Communist Party in Italy, and Hitler founded the National Socialist Party, neither implemented socialism domestically. By national, they meant a return to Germany’s pre-War greatness: consumers initially benefitted from a massive boom in defense spending before once again suffering wartime deprivations.

The nationalist agenda was less imperial than traditional. European history since 1453 is largely related to border wars as Germany is caught in the middle between the British and French empires to the west and Russian empire to the east: only the scale of Nazi eastward border expansion represented a radical departure. In Hitler’s view this rhymed with American westward expansion and genocide of the indigenous populations. He persecuted the Jews, even ethnic Germans, based on Nazi perception of Jewish financing of German enemies on the WW I battlefield and in the labor movement fomenting unrest on the home front and their perceived outsized influence in the Bolshevik communist movement (Trotsky was Jewish).

Hitler inherited a failing German economy. He was aware that the economic potential of the western capitalist powers were orders of magnitude greater and growing faster, causing him to knowingly take enormous risks to address what he believed was an existential threat. Even as he acquired new territories he was playing catch up. Unlike Stalin, he was not driven by an anti-capitalist economic ideology, but intervention in the German economy increased as the Wehrmacht consumed an ever increasing share of GDP – over half at the peak – relying on private enterprise and the profit and price mechanism to the extent feasible (and arguably more than FDR) relative to the size of the war effort. Dictatorial power and crony capitalist corruption – favoritism of the political elite – was an inevitable result of a rising government share of the economy.

Racist ideology contributed to his miscalculation of the military industrial ability of the Soviet Union, where his early luck inevitably ran out, after which a war of attrition would exploit Germany’s relative economic weakness. Economic desperation determined the magnitude of Nazi atrocities, less in scope and subsequent to those of the communists in the Soviet Union, but driven by racism.

In 1977 the U.S. Supreme Court extended freedom of speech protection to the National Socialist Party of America, a racist fringe rather than socialist party.

European Social Democracy

In the wake of WW II deprivation and devastation in Europe, “social democracy” – a greater role of the state in providing household necessities – was viewed as a more benign alternative to communism. Britain, particularly Scotland, experimented primarily with socialized housing and medical care until the late 1970s when, as British Prime Minister Margret Thatcher put it, they were running out of “other peoples’ money.”It was also tried in the small relatively homogeneous Nordic countries, running out of money in Sweden in the 1990s and Finland more recently. These experiments were not democratic socialism or the fascist prone democratic capitalism, as all were financed by taxing capitalist-created income and resulted in retrenchment rather than socio-political collapse when they went to far.

American Progressivism Rhymes with Fascism and Communism, not European Social Democracy

But for democrat skullduggery, Socialist Bernie Sanders might well have been the 2016 Democratic candidate and also won the election. Most of his younger Democrat competitors for 2020 support the Green New Deal, the latest utopian vision. Their success hinges on rhyming this vision with small-state European social democracy, but the American progressive movement has always focused on the entire nation. When a failed ideology is adopted by a large too-big-to-fail nation-state like Germany or the Soviet Union in the past or the U.S. at present, unaccountable politicians cover-up and double down on failure until it is systemic and seismic like the 2008 financial crisis.

Progressivism’s historical nationalism and racism and current methods of intervention in a capitalist market economy rhyme with fascism: its premise that economic progress is attributable to politics and its utopian goal of social justice without regard to national borders both rhyme with communism: the inherent dictatorial lack of political or fiscal accountability rhymes with both.

American Nationalism

Federal power ballooned during the wars of progressive presidents TR, Wilson, FDR and LBJ. That American patriotism is excessively nationalistic has been an issue since the Monroe Doctrine and subsequent Manifest Destiny. America’s support of free trade post WW II supported by American hegemony over trade routes worked well, as it did under British hegemony leading up to WW I. But the post WW II order is once again breaking down as a consequence of increasing nation-state rivalry over resources and trade routes. President Trump’s “Make America Great Again” is daily attacked not as patriotism but Nazi racist nationalism. The future of American Hegemony should be the central issue in the next presidential election.

Racism and Sexism

In a competitive free market economy those who would inappropriately discriminate by race or sex always lose out, always: racism requires political protection from competition. Socialism is inherently discriminatory; the state determines who gets what and who pays. The Democratic Party was the party of slavery, Jim Crow and voter discrimination; it remains the party of restrictive working laws and regulations (with a “disparate impact” on black youth employment) e.g., with well above market “living” minimum wages, credentialing and anti-immigrant worker prohibitions, and admission quotas. Winners beget losers: progressives once again discriminate against Asians.

The progressive party founded the eugenics movement targeted to limit the black population from which Hitler borrowed ideology. Roe versus Wade represents a eugenic success story, as abortion for the white population at the time required no more than a bus ticket to the next state. Now about half of black pregnancies are terminated.

The Road to Serfdom

The promise of “free stuff” to those mostly not yet paying taxes and of cancelling their debt likely explains college students’ preference for socialism over capitalism, and the myth of socialist environmentalism the Green New Deal environmental goals.

Income inequality and Social Justice in a Democracy

America’s social welfare system while not as generous as the Nordic countries generally provides a standard of living sufficient by international comparison and luxurious compared to the deprivations suffered when fascism and communism incubated. Competitive market capitalism produces unequal incomes, the source of its ability to raise the living standards of all through increased productivity. Progressive policies that cross the constitutional threshold of equality of opportunity to demand equality of economic outcomes by broadening the base of the politically favored are a subset of crony capitalism that favors the political elite at the expense of society generally, a failed ideology. Socialism fails every time because incentives matter.

The Green New Deal: a Fentanyl induced Utopian High

Concern for the environment and the human impact on it is warranted, but what to do about it is a difficult question primarily for foreign diplomats. The Green New Deal adopted by only the U.S. would provide negligible environmental benefit. But as virtually all past environmental initiatives, it would be a bonanza for the crony capitalists and their political patrons. Whether or not the Green New Deal cost $100 trillion or only $10 trillion, it is a road to serfdom for millenials, with no exit provided by the archaic modern monetary theory.

Democrats Cross the Rubicon

“The founders of the Roman Republic, like the American founding fathers, placed checks and balances on the power of their leaders. The Romans, however, came up with a way to sidestep these checks and balances when strong leadership was needed, such as a time of crisis.” 

Communism, fascism, the New Deal and social democracy were all implemented in response to an existential crisis. It is no accident that progressives exploited the “environmental crisis” to push their social justice agenda: these faux crises don’t justify national socialism, an existential threat to the body politic.

The majority of American voters – positively correlated to age – still properly associate socialism with the totalitarian communist and Nazi regimes rather than European democratic socialism as socialist Sanders’ argues, undercut by his Moscow honeymoon. The two big progressive myths are that European social democracies never run out of money and that “other peoples’ money” i.e., the other party’s voters, will somehow finance the socialist agenda. Green New Deal proponents refused to vote for it to avoid voter accountability for the costs. National socialism and the virtual one party rule necessary to achieve it provides the best explanation for the rest of the 2020 “democratic” agenda.

Progressive Social Democracy isn’t Nordic

The population of California is four times that of the largest Nordic country Sweden. It, like all the progressive states is over taxed and over indebted. Obamacare impregnated promiscuous states with these twin fiscal burdens with a whispered promise of a subsequent opaque federal bailout when they matured, making states subservient to D.C. like Soviet Oblasts to Moscow.

Suppression of Free Speech

The free speech amendment is listed first as the foremost safeguard against infringement of individual freedom and equality under the law. The Communist Party remains illegal in U.S. due to its meretricious promises, now virtually indistinguishable from those of progressives. Conservative speech to expose the fallacies of progressive ideology and the threat to the Republic is suppressed by the democratic state apparatus. Free speech invites propaganda, including Russian translations, think tank and academic “research” but should be protected, even for communists and neo-Nazis.

From Republicanism to Democratic Totalitarianism and One Party Rule

The American experiment with a limited government republic has been undergoing constant change since the “peoples” candidate Andrew Jackson, founder of the Democratic Party and seventh President, while winning the popular vote in the post-universal male suffrage election of 1824 lost in the Electoral College, which he then proposed to abolish. Subsequent progressive constitutional amendments extended voting rights to former slaves and their decedents (15^th), women (19^th) and the direct election of Senators (17^th).

Even with control of the House, Senate and Presidency, this wasn’t enough to pass Obamacare, arguably the stealth stepping stone to single payer Medicare for all. Unprecedented political maneuvering and prosecutorial and administrative abuse by then FBI Director Robert Mueller was employed. Then a lone opinion of Chief Justice Roberts relied on another progressive amendment, the 16^th enabling unlimited power to tax, to save it.

Socialism in a large diverse nation like the U.S. requires permanent dictatorial powers of enforcement, as highlighted by the requirements of Obamacare and the controversy over the individual mandate. This explains the progressive platform on: voting rights; opposing voter registration, supporting immigration of dependents with voting rights rather than working rights, eliminating the Electoral College, reducing the voting age to 16 years old, registering prisoners, and drive-by voter registration: the Supreme Court; nominating liberal (i.e., anti-Constitutional) Supreme Court Justices, packing the Supreme Court (again), and: the apparent attempt by the Obama Administration to implement PRI style hereditary presidential selection. This rhymes with Mao’s “people’s democratic dictatorship” not the individual liberty of the American Lion.

To quote America’s greatest economist Milton Friedman:  “A society that puts equality before freedom will get neither. A society that puts freedom before equality will get a high degree of both.”

Kevin Villani

 
 
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Kevin Villani, chief economist at Freddie Mac from 1982 to 1985, is a principal of University Financial Associates. He has held senior government positions, has been affiliated with nine universities, and served as CFO and director of several companies. He recently published Occupy Pennsylvania Avenue on the political origins of the sub-prime lending bubble and aftermath.

I try not to use the word “capitalist” anymore, as it seems to prevent thinking.  I prefer “free market.”  Despite the title, the writer of Sweden is Capitalist over at National Review agrees, and gives even better reasons.

I have written before that Sweden is not so socialist as American imagination would expect.  It was mildly socialist 1930-1970;  hard socialist 1970-1990; and since then has backed off considerably.  They have large government spending per person, and the sort of social safety net that only works when everyone looks like second cousins.  You will notice that they are (ahem) having more difficulty with that lately, as are the other Scandinavians. Huh. Wonder what could have caused that. The author notes that the corruption is very low (as it is in all the Scandinavian nations), and they seem to actually get something for their money, so she doesn’t object as much as she might.  I remain unconvinced, but consider it a valid point.

Ms. McCloskey gives the topic a better overview than I do. There is some of the same information I read in Debunking Utopia.

I was ruminating all this week, after last week’s post on the practice of ‘othering’ and how common it seems of late that that white people (that is, those of us who are on the paler end of the skin-color spectrum and whose ancestors originated somewhere north of the Mediterranean and west of the Urals) are the piñata of choice among a wide swath of lefty academics, and certain media and political personalities. Last week it was the lefty librarian blogger getting her pantyhose in a twist about all those books by white people in academic libraries, this week it’s students at an Oakland HS (of course – Oakland/SF) demanding that murals of George Washington be painted over, a couple of months ago it was a rather nasty bigot named Sarah Jeong landing a cushy gig at the so-called newspaper of record, in spite of a series of tweets that would have seen any writer of pallor and masculinity reduced to waiting tables and driving for Uber. And now it appears that such concepts as a rule of law, assumption of innocence, conventional good manners and even timeliness are now held to be proof of the iniquity of whiteness. Why should this be so, and why now? Read the rest of this entry »

Back in September, I mentioned some articles describing efforts to give artificial intelligence systems something resembling a simulated sense of humor.  “Interesting research, perhaps,”  I wrote at the time, “but at this juncture I’m less concerned above providing a sense of humor for AI systems than maintaining a sense of humor for human beings.”

Comes now Claire Lehmann, tweeting:  “In clinical psychology you learn that the loss of a sense of humour can indicate deterioration in mental health.”  I’d assert that this is probably also true of entire organizations and entire societies.

While people in general are increasingly too afraid to engage in real, lighthearted humor, there is a kind of faux-humor that is toxically thriving.

In The Screwtape Letters, C S Lewis’s devil responds to a letter from his protege, in which the latter refers to his “patients” as “great laughers,” which the younger devil sees as a good sign for his project to lead them into damnation.  Maybe yes, maybe no, replies Screwtape; it depends on what kind of humor the patients are engaging in. He goes through a categorization of types, and says:

But flippancy is the best of all. In the first place it is very economical. Only a clever human can make a real Joke about virtue, or indeed about anything else; any of them can be trained to talk as if virtue were funny. Among flippant people the Joke is always assumed to have been made. No one actually makes it; but every serious subject is discussed in a manner which implies that they have already found a ridiculous side to it. If prolonged, the habit of Flippancy builds up around a man the finest armour-plating against the Enemy that I know, and it is quite free from the dangers inherent in the other sources of laughter. It is a thousand miles away from joy it deadens, instead of sharpening, the intellect; and it excites no affection between those who practice it.

Flippancy is closely related to sarcasm and snark.  Field Marshal Lord Wavell had some thoughts:

Explosions of temper do not necessarily ruin a general’s reputation or influence with his troops; it is almost expected of them (“the privileged irascibility of senior officers,” someone has written), and it is not always resented, sometimes even admired, except by those immediately concerned. But sarcasm is always resented and seldom forgiven. (emphasis added) In the Peninsula the bitter sarcastic tongue of Craufurd, the brilliant but erratic leader of the Light Division, was much more wounding and feared than the more violent outbursts of Picton, a rough, hot-tempered man.

A few pages later (in his little book The Art of Generalship), Wavell again addresses the topic of sarcasm:

He (the general) should never indulge in sarcasm, which is being clever at someone else’s expense, and always offends.

At the same time humor is being suppressed among people in general, late-night comedians and other media types are heavily engaging in sarcasm/snark, with socially-toxic results that would have been no surprise to Lord Wavell.

Also, some thoughts on the damage done by snideness in advertising.

Dennis Prager, quoting and expanding on Bret Stephens’s explanation of how the New York Times could come to publish an obviously anti-Jewish cartoon:

“The reason is the almost torrential criticism of Israel and the mainstreaming of anti-Zionism, including by this paper, which has become so common that people have been desensitized to its inherent bigotry. So long as anti-Semitic arguments or images are framed, however speciously, as commentary about Israel, there will be a tendency to view them as a form of political opinion, not ethnic prejudice. But as I noted in a Sunday Review essay in February, anti-Zionism is all but indistinguishable from anti-Semitism in practice and often in intent, however much progressives try to deny this.”
 
Exactly right. As I wrote in “Why the Jews? The Reason for Anti-Semitism” 40 years before Stephens wrote his column, there is no difference between anti-Zionism and anti-Semitism. Of course, one can criticize Israel, just as one can criticize any country, but that is not anti-Zionism. Anti-Zionism is not criticism of Israel. It is a hatred of Israel — a hatred greater than that of any other country and a delegitimization of Zionism, the movement to reestablish the Jewish national home. Imagine someone who argued that the establishment of the Italian state — Italy — was illegitimate and who hated Italy more than any other country in the world yet claimed that he was in no way anti-Italian, as he had Italian friends and loved Italian culture. No one would believe such an absurdity.

Why do senior politicians across the Western world systematically engage in this and other similar sorts of newspeak? Here, I suggest, Obama and Clinton (and their peers) believe millions of otherwise ordinary American citizens are deplorables. They believe that if they were to discuss the reality of world events with their fellow citizens, and do so without dissembling, then any number of our fellow citizens would organize communal violence, mayhem, and murder—on a mass scale.

Read the entire post.

During bike rides I sometimes stop for refreshment at a particular gas station/convenience store. It is a busy station at a busy intersection – very convenient. The station is usually attended by one of two late-middle-aged taciturn Indian guys. I assume they are related to each other. One of them barely acknowledges me. The second one was like that too until maybe a year ago but now greets me warmly. The second guy is the topic of this post.

At some point I noticed that the second guy sometimes makes errors, generally favoring himself, in ringing up the snacks I buy. Several times he’s shortchanged me by small amounts. Of course he corrects the errors when I point them out. One weekend I realized that I had paid ~$6 for two items that were priced at around $2 each. It was too late to do anything, but the same thing happened again a week or two later and I called him on it. Ah, another mistake – he corrected the charge.

This morning I experienced the most refined version of his game yet. I hadn’t eaten breakfast so I took a piece of cake, a bottle of Gatorade and a small bag of mixed nuts to the register. The total should have been around $6 but it rang up at more than $8. I paid with a credit card and asked for a receipt – he doesn’t give a receipt unless you ask – and mentioned that the total seemed high. He said that the price included two bottles of Gatorade in a two-for-$4 deal and that I should take my second bottle. Why did he wait to tell me this until I requested a receipt? I walked back to the Gatorade rack and the price was listed as $2.67 each, as I remembered. I said that I wanted just one bottle of Gatorade as I had no way to carry a second bottle. Very quickly he refunded, in cash and without further prompting, my $2 overpayment. Slick. I wonder how much he takes in over time through overcharges that customers don’t notice. It’s a busy store.

The upshot is that I stopped at the gas station again later, on my way back, and bought another Gatorade. The gas station guy greeted me warmly and said that if I had paid for two Gatorades earlier I could be picking up the second one now and saving $1.34. I thanked him for his consideration.

I’ve written previously in my column “President Trump’s ‘Xanatos Gambit’ Government Shutdown” of President Trump’s tendency for building political strategy trees were every possible outcome is to his advantage. (See the “Xanatos Gambit” strategy tree example in the figure below)

This is a decision diagram example of a “Xanatos Gambit.“ Source: https://tvtropes.org/pmwiki/pmwiki.php/Main/XanatosGambit

It very much looks like President Trump has done the same thing with the Democrats and “China lobby” GOP Senators with the post-NAFTA US-Canada-Mexico (USMCA AKA “You Smack-A”) trade agreement and the US economy.

THE US ECONOMY, NAFTA & USMACA

The key thing you need to understand regards NAFTA and American manufacturing is that NAFTA was geared to allow the “China lobby” of multinational corporations to use Canada and Mexico as an “international arbitrage opportunity” for Chinese slave labor wage manufactured goods to be assembled at Canadian and Mexican production facilities and avoid American tariffs.

Multinational corporations exploiting this “international arbitrage opportunity” was “The Great Sucking Sound” that Ross Perot talked about which killed the US domestic refined metals industry and hollowed out middle class manufacturing jobs in the American economy.

President Trump’s USMCA removes that “international arbitrage opportunity” via original 75% North American manufacturing content requirements for metals and intermediate manufacturing goods as well as a Mexican minimum wage rules on the order of $15 an hour for automotive parts assembly.

In response the “China lobby” has been paying large campaign contributions to both House Democrats and “free trade” GOP Senators to try and keep NAFTA, as well running info-war spots everywhere in the corporate media and “movement conservative” publications/media outlets about the benefits of “free trade.”  This has resulted in public statements by Speaker Pelosi that the House does not intend to vote for USMCA.

This is where Pres. Trump’s ‘Xanatos Gambit’ strategy tree kicks in via a macroeconomic and trade policy manipulation of the very simple economic equation of gross domestic product:

GDP = US ECONOMIC ACTIVITY + EXPORTS + FOREIGN INVESTMENT – IMPORTS – EXTERNAL INVESTMENT

The American economy just grew 3.2% in the 1st quarter of 2019.  It would have grown another 0.3% but for the 30-odd day federal government shut down.  The “markets” were expecting 2.5% GDP growth.  The huge half-percent GDP “miss” boiled down to:

1. The USA exported more.

2. The USA imported less and

3. There was more external foreign investment than expected.

All three were the result of a combination of Trump administration policies on oil/LNG fracking, tax & regulatory cuts and trade/tariffs.

First point, the USA will be a net energy exporter — of oil, natural gas & coal combined — in 2020 if it isn’t one already.

Some rough numbers:  In 2012 US oil production was ~8 million barrels a day, all for domestic consumption, and in 2019 it is 12.6 million with some exports.  Today’s US oil consumption is 20 million barrels a day.  That increase in oil production that has reduced imports of oil by a net of 4.6 million barrels a day has also been accompanied by the displacement of coal and oil in both electrical production and manufacturing by cheaper natural gas, thus freeing both the coal and oil not used to be exported. This combined economic change since 2012 alone is worth a 1% increase in GDP growth a year compared to 2012.

Second, the Trump administration’s systematic and sustained attack on Obama era federal regulatory growth is reducing business compliance costs particularly in the energy sector for new infrastructure projects.  These are the “anti-green” actions the Democrats accuse the Trump administration of.

Third, the Trump administration/GOP tax bill, in addition to increasing spending power for the middle class, has had a huge -YUGE- reduction in capital gains taxes and a one-time break in repatriating overseas capital holdings. This has made America a much more attractive place to hold and invest money.  Particularly for energy companies like Exxon, which are dropping this foreign capital inflow into the Permian basin for oil and natural gas fracking and energy export infrastructure from the Permian to the Gulf Coast.

Finally, in terms of trade and tariffs, President Trump’s tariffs on Chinese steel and aluminum combined with the business implications of USMCA rules have made further investment in Canadian automotive plants a net loss position.  American metal content is now economically competitive for energy sector infrastructure and automobile parts such that US Steel among others are reopening US metal plants.

Taken together every part of the GDP equation has been directly affected by the Trump administration macroeconomic policies to get that 3.2% GDP number.

This is where the Xanatos Gambit for USMCA arrives.

Things will be worse for the China lobby without a vote on USMCA than with one.

Short form:

NAFTA is dead regardless of any action or inaction by the House.  All the House and Senate can do is not vote on USMCA.  The legislative branch cannot revive a NAFTA trade agreement the federal executive has withdrawn from.

This means without a signed USMCA trade deal Pres.Trump can — and will — lay on even more tariffs on the multinational corporations playing price arbitrage in Mexico and Canada between Chinese and American manufacturing.

While such trade sanctions can reduce the American economy like a tax increase, when we are likely at close to 4% economic growth in late 2019 to early 2020 from the accumulated investment in energy projects bringing defacto energy independence, a 3.5% economic growth rate with tariffs is still pretty good.

And when the House refuses to vote in USMCA, NAFTA still dies.

Pres. Trump can and will lay on new massive new anti-Chinese tariffs on Canadian and Mexican front companies for China without USMCA rules.  This will be massively popular in the Midwest in an election year and will hurt the income streams of the multi-nationals supporting the Pelosi Dems and McConnell RINOs.

From Trump’s point of view, What’s not to like about America’s manufacturing base employing the Midwestern white working class growing while the “international arbitrage opportunity” of China’s slave labor economy contracts?

UKIP + BREXIT Party = 50%.
Labour + Tory = 8%

Read the full post.

Kerry McDonald:  The Value of a Self-Directed Summer for Kids.

Autonomy and choice are central to a self-directed summer, in contrast to the control and regimentation that define so many children’s days all year round. Parents from all socio-economic backgrounds face mounting pressure to have their children’s summer days filled with structured, and often expensive, enrichment activities; but poorer parents may confront the most coercion.

RTWT.  See also my related post Six Hundred Million Years in K-12.

The term “free-range kids” was originated, AFAIK, by Lenore Skenazy, who has a blog with that name.