Estimating Odds

From a comment by “Eggplant” at Belmont Club:

Supposedly the US has war gamed this thing and the prospects look poor. A war game is only as good as the assumptions programmed into it. Can the war game be programmed to consider the possibility that a single Iranian leader has access to an ex-Soviet nuke and is crazed enough to use it?
 
Of course the answer is “No Way”.
 
A valid war game would be a Monte Carlo simulation that considered a range of possible scenarios. However the tails of that Gaussian distribution would offer extremely frightening scenarios. The Israelis are in the situation where truly catastrophic scenarios have tiny probability but the expectation value [consequence times probability] is still horrific. However “fortune favors the brave”. Also being the driver of events is almost always better than passively waiting and hoping for a miracle. That last argument means the Israelis will launch an attack and probably before the American election.

These are important points. The outcomes of simulations, including the results of focus groups used in business and political marketing, may be path-dependent. If they are the results of any one simulation may be misleading and it may be tempting to game the starting assumptions in order to nudge the output in the direction you want. It is much better if you can run many simulations using a wide range of inputs. Then you can say something like: We ran 100 simulations using the parameter ranges specified below and found that the results converged on X in 83 percent of the cases. Or: We ran 100 simulations and found no clear pattern in the results as long as Parameter Y was in the range 20-80. And by the way, here are the data. We don’t know the structure of the leaked US simulation of an Israeli attack on Iran and its aftermath.

It’s also true, as Eggplant points out, that the Israelis have to consider outlier possibilities that may be highly unlikely but would be catastrophic if they came to pass. These are possibilities that might show up only a few times or not at all in the output of a hypothetical 100-run Monte Carlo simulation. But such possibilities must still be taken into account because 1) they are theoretically possible and sufficiently bad that they cannot be allowed to happen under any circumstances and 2) the simulation-based probabilities may be inaccurate due to errors in assumptions.

Israel, Obama, Propaganda, and Reality

As the election approaches, Obama is turning up the volume on his assertions that he’s been a great friend to Israel.

This video tells a different story, and I think clearly a much truer one.

The video is long…30 minutes…but it is well-done. If you value the safety and survival of Israel…if you are concerned about the threat of terrorism to Americans and others around the world…if you believe it would be a very bad thing for Iran to obtain nuclear weapons…and if you are even remotely considering voting for Barack Obama or sitting out the election, then you owe it to yourself to watch this video.

link via Robert Avrech

Quote of the Day

Tom Smith:

…Because our public political culture is mostly unwelcoming to anything but the softest left, leftish sympathies emerge like weird, buried psychopathlogies, in slips of the tongue and irrational outbursts. One of which is the simmering hatred for Israel and Jews unwilling to apologize for being such. It follows of course that nothing could be more ironic than various Israel haters accusing anyone of dual loyalty when they are, roughly speaking, the same people who could see our burning towers from our enemies’ point of view, even as our brothers and sisters jumped to avoid the flames.

A Multipolar World

CommodityOnline:

India’s crude oil imports from Iran is facing a risk of potential disruption as increasing US and EU sanctions make it impossible for Indian ships to obtain insurance.

Greg Scoblete, The Compass Blog (Real Clear World):

I imagine if I were an Indian official, I’d be a bit peeved to learn that acting “responsibly” means privileging the interests of the United States over my own country. Nevertheless, Burns has a point. After all, India may rely on Iran for 12 percent of its oil imports, but look at what the United States has been willing to do for India:
 

Presidents Obama and Bush have met India more than halfway in offering concrete and highly visible commitments on issues India cares about. On his state visit to India in November 2010, for example, President Obama committed the U.S. for the very first time to support India’s candidacy for permanent membership on the U.N. Security Council.

 
I don’t know about you, but if the U.S. was asked to forgo 12 percent of its oil imports in exchange for another country’s endorsement for a seat on a multilateral forum, I’d make the trade. I mean, c’mon, 12 percent? The U.S. gets about that much from the Persian Gulf – and we barely pay that area any attention at all…

Europa:

“The EU-India free trade agreement will be the single biggest trade agreement in the world, benefiting 1.7 billion people,” said president Barroso. “It would mean new opportunities for both Indian and European companies. It would mean a key driver for sustainable growth, job creation and innovation in India and Europe.”
 
The EU is India’s largest trading partner, accounting for about €86bn of trade in goods and services in 2010. Bilateral trade in goods rose by 20% between 2010 and 2011.”

Asia Times Online:

Last year Israel supplied India with $1.6 billion worth of military equipment and is India’s second-largest defense supplier after Russia. Sales are only going to rise. Indian defense procurements from Israel in the period 2002-07 have touched the $5 billion mark.

And this doesn’t even get into the China-EU-US-Israel-Saudi Arabia wheels-within-wheels complications when it comes to arms deals, hoped for arms deals, trade deals, hoped for trade deals, energy politics, and the rest of it….

It’s not 1985, now is it? The past is a different country, a Russian (Soviet)-oriented Cold War country used to thinking in terms of “Kissengerian” alliances and blocs. An intellectual adjustment may be needed. It’s like 3-D chess out there….

Speaking of energy:

“Was Saudi Arabia involved?” (Asia Times Online.) If it makes you feel better, let me point out that Saudi petrodollars continue to fund all sorts of interesting educational activities on the subcontinent, in Africa, and elsewhere, along with Iranian monies. So that’s nice.

Outing the Assassination Campaign Against Iranian Nuke Scientists

Does this story mean that the US govt is not only not collaborating with Israel but is trying to undermine Israeli covert efforts? If so that is very bad news. We need more information. If the story is valid and our govt has decided to leak it to the press now, that suggests that we are 1) shockingly inept or 2) may be trying to cut a deal with the mullahs by sacrificing our ally or 3) both. Either way it sounds bad. I hope there’s more to the story.