Supply Chain Management in a Time of Crisis

GE Healthcare, which is ramping up ventilator production, is using 3-D printing both to make parts directly and to make molds for injection molding.  However, the chief engineer for advanced manufacturing at Healthcare says that some of the 3D-printing companies he has been talking to are shut down due to government edicts that deemed their work nonessential.

It sounds like they will get around this barrier…“We have a map of all the companies that have excess capacity, and so we’ll divert whatever print work we need to whatever company has got the ability right now, on top of the equipment we have at GE”…but I expect that there is going to be a lot of this sort of thing. There is no way that local or state officials can understand the supply chain dependencies that exist between a seemingly-minor local business and a major national priority somewhere up a level or two (or more) in the product structure. In some cases, all it might take is a letter from the top-tier manufacturer certifying the importance of the work the supplier is doing, but in many cases I suspect that the only rapid solutions will require Federal involvement.

America Has an Autoimmune Disease

An autoimmune disease is an illness that occurs when the body tissues are attacked by its own immune system.  The US today has this condition big-time.  Historically, the condition has arisen and reached toxic levels in other countries; as an example, France, during the run-up to the Second World War and even during the campaign of 1940.

General Edward Spears, who was Churchill’s military liaison with France, was told by Georges Mandel, the combative interior minister, about the mayor of a district in Paris which had been bombed who went about the lobbies, screaming:  I will interpellate the Government on this outrage as soon as the chamber meets!  Mandel expressed his contempt for this kind of behavior, saying sarcastically “Paris is bombed by the German?  Let’s shake our fists at or own government.”  Spears notes that “The other way, that of silently going off to collect a gun and have a shot at the enemy, was a solution that occurred only to a few…How Hitler must have laughed, I told myself.”

A few months earlier, an interviewer asked Paul Reynaud, who had just become Prime Minister of France, about his long-standing and bitter rivalry with Edouard Daladier.

Nevertheless, ”the interviewer  said, “Daladier is certainly a man who loves his country.”

“Yes,” Reynaud replied, “I believe he desires the victory of France, but he desires my defeat even more.”

This may have been a bit unfair to Daladier, who was far from the worst of the leading French politicians of the day. But it gives an accurate impression of the state of things in the late Third Republic.  And it may actually understate the state of things in America today, where for many politicians and journalists, the well-being of America and of Americans doesn’t seem to enter into the equation at all compared with the search for political advantage.

The obsession with political power, and with the denunciation of opponents, is not today limited to politicians, journalists, and ‘activists’…it has spread to a large proportion of the population.  Millions of Americans, it seems, are in a state of visceral rage against not only Trump, but against any and all of his supporters.  There is no activity, of any sort, that is safe from volcanic overflowings of political rage…not even knitting, as strange as that may seem.

It often seems impossible to find any point of entry for an attempt to get Progs to reconsider their beliefs, in however small a way.  I’m reminded of something written by Arthur Koestler, himself a former Communist, on the subject of intellectually closed systems:

A closed system has three peculiarities. Firstly, it claims to represent a truth of universal validity, capable of explaining all phenomena, and to have a cure for all that ails man. In the second place, it is a system which cannot be refuted by evidence, because all potentially damaging data are automatically processed and reinterpreted to make them fit the expected pattern. The processing is done by sophisticated methods of casuistry, centered on axioms of great emotive power, and indifferent to the rules of common logic; it is a kind of Wonderland croquet, played with mobile hoops. In the third place, it is a system which invalidates criticism by shifting the argument to the subjective motivation of the critic, and deducing his motivation from the axioms of the system itself. The orthodox Freudian school in its early stages approximated a closed system; if you argued that for such and such reasons you doubted the existence of the so-called castration complex, the Freudian’s prompt answer was that your argument betrayed an unconscious resistance indicating that you yourself have a castration complex; you were caught in a vicious circle. Similarly, if you argued with a Stalinist that to make a pact with Hitler was not a nice thing to do he would explain that your bourgeois class-consciousness made you unable to understand the dialectics of history…In short, the closed system excludes the possibility of objective argument by two related proceedings: (a) facts are deprived of their value as evidence by scholastic processing; (b) objections are invalidated by shifting the argument to the personal motive behind the objection. This procedure is legitimate according to the closed system’s rules of the game which, however absurd they seem to the outsider, have a great coherence and inner consistency.

The atmosphere inside the closed system is highly charged; it is an emotional hothouse…The trained, “closed-minded” theologian, psychoanalyst, or Marxist can at any time make mincemeat of his “open-minded” adversary and thus prove the superiority of his system to the world and to himself.

In attempting to debate with “progressives,” one often encounters this kind of closed-system thinking:  there is absolutely no way you are going to change their minds, whatever the evidence or logic.  (I don’t think this is true of  all  “progressives”otherwise the situation in America today would be even more grim than it actually isbut it’s true of a lot of them.)

But today’s Progressivism is not a coherent intellectual system with definable axioms like Marxism or a Christian theology; it seems much more a cluster of emotional reactions.

Certain Progs have gone so far out on the limb that there seems no hope they could ever come back; this certainly is true of most commentators on CNN and MSNBC…they will just become angrier and more extreme, and it will all be broadcast to millions as long as their owners (AT&T and Comcast, respectively) keep the money flowing.  But what about ordinary people, those whose lives do not center (or at least previously have not centered) around politics?…Is there any sign that some may be willing to reconsider some of their beliefs, specifically in the midst of the Cornavirus crisis?  I have seen comments by people saying they have friends who have recently been willing to reconsider their support for open borders, or for offshoring most American manufacturing to China, in the light of current events.  I haven’t seen much of this, personally.  What I see is more people who are so completely aligned with their ‘side’, that they view events largely through the light of how they can be interpreted to support that side.  These are often people who were not particularly interested in politics or political philosophy  prior to recent years.

This isn’t one of my more coherent posts, but I’d like to discuss: Can the American autoimmune disease be cured?  Why did it develop and get so bad?  What, as individuals, can we do to help with the cure or at least the mitigation?

Ruin and Recovery

A brokerage note I received recently included the following quote:

What has so often excited wonder, is the great rapidity with which countries recover from a state of devastation, the disappearance in a short time, of all traces of mischief done by earthquakes, floods, hurricanes, and the ravages of war. An enemy lays waste a country by fire and sword, and destroys or carries away nearly all the moveable wealth existing in it: all the inhabitants are ruined, and yet in a few years after, everything is much as it was before.

John Stuart Mill, Principles of Political Economy, 1848

Questions for discussion:

–How well has Mill’s assertion held up over the 170 years since he wrote the above?

–Will American recovery from the Coronavirus follow Mill’s pattern, or is there reason to think that it will be different this time, and not in a good way?

The Media-Focus Problem

It’s well understood that media entities like to focus on the negative–‘if it bleeds, it leads.’  But there’s also another media behavior problem worth noticing…

Cable TV networks, especially, tend to focus obsessively on whatever the hottest issue is at the moment, and absolutely beat it to death to the exclusion of any attention to *other* important things going on…until one of those other things get so important and so bad that it displaces the previous obsession and the cycle repeats.  To borrow a term from the field of computer operating systems, you could think of it is a single-thread way to approach the world. And in the field of combat aviation, there is  a phrase, Target Fixation, to describe the situation where a pilot is so focused on his target that he flies into a mountain or does something equally disastrous.

Book Review: The Year of the French (St Patrick’s day rerun)

The Year of the French, by Thomas Flanagan

(This being St Patrick’s day, I’m again taking advantage of the hook to re-post this review, in the hope of inspiring a few more people to read this incredibly fine historical novel)

Ralph Peters calls this book “the finest historical novel written in English, at least in the twentieth century,” going on to say “except for ‘The Leopard,’ I know of no historical novel that so richly and convincingly captures the ambience of a bygone world.”

In August of 1798, the French revolutionary government landed 1000 troops in County Mayo to support indigenous Irish rebels, with the objective of overthrowing British rule in Ireland.  The Year of the French  tells the (fictionalized but fact-based) story of these events from the viewpoint of several characters, representing different groups in the complex and strife-ridden Irish social structure of the time.

Owen MacCarthy  is a schoolmaster and poet who writes in the Gaelic tradition.  He is pressed by illiterate locals to write a threatening letter to a landlord who has evicted tenants while switching land from farming to cattle-raising.  With his dark vision of how an attempt at rebellion must end“In Caslebar.  They will load you in carts with your wrists tied behind you and take you down to Castlebar and try you there and hang you there”MacCarthy is reluctant to get involved, but he writes the letter.

Sam Cooper, the recipient of the letter, is a small-scale landlord, and captain of the local militia.  Indigenously Irish, his family converted to Protestantism several generations ago to avoid the crippling social and economic disabilities imposed on Catholics. Cooper’s wife, Kate, herself still Catholic, is a beautiful and utterly ruthless woman…she advises Cooper to respond to the letter by rounding up “a few of the likeliest rogues,”  jailing and flogging them, without any concern for actual guilt or innocence. “My God, what a creature you are for a woman,”  Cooper responds. “It is a man you should have been born.”  “A strange creature that would make me in your bed,” Kate fires back, “It is a woman I am, and fine cause you have to know it…What matters now is who has the land and who will keep it.”

Ferdy O’Donnell   is a young hillside farmer on Cooper’s land.  Far back in the past, the land was owned by the O’Donnell family…Ferdy had once shown Cooper  “a valueless curiosity, a parchment that recorded the fact in faded ink the colour of old, dried blood.”

Arthur Vincent Broome  is a Protestant clergyman who is not thrilled by the “wild and dismal region” to which he has been assigned, but who performs his duties as best he can. Broome is resolved to eschew religious bigotry, but…”I affirm most sincerely that distinctions which rest upon creed mean little to me, and yet I confess that my compassion for their misery is mingled with an abhorrence of their alien ways…they live and thrive in mud and squalour…their music, for all that antiquarians and fanatics can find to say in its flavor, is wild and savage…they combine a grave and gentle courtesy with a murderous violence that erupts without warning…”’

Malcolm Elliott  is a Protestant landlord and solicitor, and a member of the Society of United Irishmen.  This was a revolutionary group with Enlightenment ideals, dedicated to bringing Catholics and Protestants together in the cause of overthrowing British rule and establishing an Irish Republic.  His wife, Judith, is an Englishwoman with romantic ideas about Ireland.

John Moore, also a United Irishman, is a member of one of the few Catholic families that have managed to hold on to their land.  He is in love with Ellen Treacy, daughter of another prominent Catholic family: she returns his love, but believes that he is caught in a web of words that can only lead to disaster.  “One of these days you will say a loose word to some fellow and he will get on his horse and ride off to Westport to lay an information with Dennis Browne, and that will be the last seen of you”

Dennis Browne  is High Sheriff of Mayo…smooth, manipulative, and devoted to the interests of the very largest landowners in the county, such as his brother Lord Altamont and the mysterious Lord Glenthorne, the “Big Lord” who owns vast landholdings and an immense house which he has never visited.

Randall MacDonnell  is a Catholic landowner with a decrepit farm and house, devoted primarily to his horses.  His motivations for joining the rebellion are quite different from those of the idealistic United Irishman…”For a hundred years of more, those Protestant bastards have been the cocks of the walk, strutting around on acres that belong by rights to the Irish…there are men still living who remember when a son could grab his father’s land by turning Protestant.”

Jean Joseph Humbert  is the commander of the French forces.  A former dealer in animal skins, he owes his position in life to the revolution.  He is a talented commander, but  the battle he is most concerned about is the battle for status and supremacy between himself and  Napoleon Bonaparte.

Charles Cornwallis, the general who surrendered to the Americans at Yorktown, is now in charge of defeating the French and the rebels and pacifying the rebellious areas of Ireland.   Seen through the eyes of  a young aide who admires him greatly, Cornwallis is portrayed as a basically kindly man who can be hard when he thinks it necessary, but takes no pleasure in it.  “The color of war had long since bleached from his thoughts, and it remained for him only a duty to be scrupulously performed.”

This book is largely about the way in which the past lives on in the present, both in the world of physical objects and the world of social relationships.  Two characters who make a brief appearance are Richard Manning, proprietor of a decrepit and debt-laden castle, and his companion Ellen Kirwan:  

Read more