The horizon is not so far as we can see, but as far as we can imagine

Author: Ian Welsh Page 1 of 409

Iran Has Been Hit Hard By Israel

The senior commanders of the air and missile forces are dead, and so is the commander of the Revolutionary Guard. Multiple nuclear sites were hit, plus civilian targets.

Iran previously threatened that if Israel hit their nuclear program, they would hit Israel’s nuclear sites in retaliation.

Iran’s leadership are incompetent. That statement will enrage some readers and commenters, but they have allowed their allies to be taken out one by one, they have not yet launched significant retaliation, and their current actions, sending a hundred drones to attack Israel, are pathetic. It is no favor to them to pretend their strategy is working: it is clearly failing.

They should have had a plan for an immediate, overwhelming counter-attack. Iran’s missile force is massive and has proven able to penetrate Israeli defenses.

Once again Iran has underestimated Mossad’s penetration of their services: the air chiefs were taken out in a meeting at an underground bunker: exactly what was done to Hezbollah’s leadership. Iranian air defenses don’t appear to have intercepted anything of significance.

The entire conflict has seen the “Resistance”, with the exception of Ansar-Allah, allow Israel to set the terms of engagement, choose when attacks happen, telegraph their own rare attacks and allow complete control of the initiative to Israel.

If Iran isn’t going to fight, it should submit. Give up its nuclear program, then slowly be destroyed by Israel and the US over a period of years, till they fall like Syria and Libya did. (Remember always that Libya was taken out after Gadaffi gave up his nuclear program, and that Iran was invaded not because it had WMD, but because it didn’t.)

If Iran is going to fight, it needs to take the gloves off and it needs to seize the initiative. Hit unexpected targets. Don’t telegraph moves. Make sure its allies have real dangerous weapons: get the Houthis some serious anti-ship missiles, for example.

By letting their allies be badly damaged (Hezbollah) or destroyed (Syria) Iran finds themselves almost alone in the conflict. If they had been launching missiles throughout the first year of the war and had rescued Syria, they would be in a vastly better position now.

They also have either been lying about their nuclear program (and have some nukes) or have been complete and utter fools by refusing to get nukes. The idea that they could insist on their rights under the non proliferation agreement is absurd, and has always been ridiculous. They were never going to be allowed to operate an enrichment program for civilian use. They could either join the nuclear club or submit, because only nukes guarantee the continued existence of their country and form of government.

Trump claims the US was not involved (I’m sure they at least helped with targeting and intel) but has made savage threats. The US and Israel will dismantle Iran if it does not make it clear that the cost of doing so is more than Israel and the US can stand.

Hit back. Hard. Or submit. Or die.

Those are the options. Stop talking about Resistance, and actually fight.

Remember what happened to Gaddafi. Does Khameini want to die after being sodomized by a knife?

***

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State & Police Vulnerabilities In An American Insurrection Scenario

As unrest spreads, I think it’s worth looking at the weaknesses of American police forces in particular. Most of these vulnerabilities also apply to the National Guard.

Non-violent protest has been the dogma, especially on the center-left, for generations now. It wasn’t always thus: old time unions fought pitched battles with police and in one case coal miners fought the military straight up. Blowing up buildings was not verboten, nor was assassination. The history of America is not what pansy-moderns think it is, and the same is true of Britain and Canada and so on. Our forbears did not think that letting the state beat you, shoot you, torture you, imprison you and kill you without fighting back was either virtuous or, in many cases, smart.

Modern Americans, increasingly impoverished (average Chinese have better standards of living, more on that in a later article) and living paycheck to paycheck, increasingly homeless, and with less and less to lose may decide that dying on their feet is better than lying there and letting cops beat the shit out of them, then having ICE deport them to some third world torture prison.

If they do, and I, of course, would never suggest such a thing, then American police have significant weaknesses. The most important is a simple one:

Modern American Police have been trained to be cowards. This sounds like rhetoric; like hyperbole, or at the least like exaggeration for affect. Let me assure you it is none of these. American police are trained to care about their own safety more than anything else. As a result they are trigger happy and unwilling to risk themselves against anything that looks genuinely dangerous.

This means that they travel in packs and when threatened they clump up in large groups for their own safety. This was shown when cop-killer Christopher Dorner, a trained soldier, killed a cop and her fiance. The police immediately clumped into large groups and used most of the force to protect themselves and their families.

Nor is this just a matter of extreme circumstances: anyone who’s watched how police act around demonstrations will see that even tiny demonstration attract much larger numbers of cops than necessary, and modern police, unlike those of fifty years ago, almost always wait for SWAT teams or at least backup before entering situations they consider dangerous: and what they consider dangerous is often very little.

This makes the police easy to deal with by any coordinated group which has not been infiltrated. Simply set of a bomb or use a drone attack on police or their families. Then do it again. Then again. Make threats against a number of targets. They will clump up, be unable to search from their own fear, and will become ineffective.

Then the group simply hits whatever the real target is.

This speaks to the basic principle of guerilla warfare: attack where the enemy is weak. It’s just that American police, and I’m betting the National Guard won’t be much better, are especially easy to move around because America police are cowards and because their doctrine is one of overwhelming force and caution, it’s easy to move them around at will, to push them into a defensive posture and to push them off balance.

Simple standard insurgency techniques will work well against American police. A few IEDs near where police can be expected to go, remote triggered as police drive over them, and the police will retreat even further into a shell. Civilian drones can easily be used to make helicopter operations dangerous, as well. The police will move slowly, in force, and retreat easily when something explosive happens.

All of this will work well against US paramilitary organizations as well. ICE would be trivial, as their movements are very predictable and they are likely even more cowardly than normal American police, since their job is almost entirely about brutalizing unresisting people.

During the Irish revolution assassins would walk in on British officials eating breakfast with their family, kill the official (leaving the family unharmed) and walk away.

A little fear goes a very long way to gumming operations up completely.

Smart insurrectionists will not, of course, do what Dorner did and target family members, as propaganda is always part of any successful guerilla organization. (Mao discusses this at length in his class work on guerilla warfare.)

Other principle of operation should be obvious. Use a cell organization so that damage from discovery is limited. People can’t reveal what they don’t know. In the modern environment, don’t use or even carry cell phones, except perhaps ones that are deliberately damaged so they have no connectivity. (Everyone carries a cell phone, so operatives should appear to do so.)

Do everything old-style. The state is excellent at electronic intelligence, but has let human intelligence wither to a large extent.

Successful insurrectionists will have a rule that they 100% kill any informants or undercover operatives. No deal will be made with prosecutors or police, they always backfire in the longer run.

Of course I hope that none of this happens and this article is just a look at what smart insurrectionists would do, taking natural advantage of police weaknesses. The police are welcome to read this and decide to change their doctrines and training to be less cowardly and avoid the worst of these weaknesses. As a side effect, they’d also kill less people because of their fear, and that would make insurrection less likely.

Ideally American elites will realize that they are better off and safer if everyone is cared for. From enlightened self-interest they will start taxing themselves again and make sure that ordinary people have enough money for rent and food. They will end predatory pricing, be fair and kind and make medical care easily available. The American people, who, like all people, would rather live a good life, will respond and prospects of insurrection will fade like mist against the noon-day sun.

But if they refuse to discontinue their policy of mass impoverishment backed by fear, it should be understood that those who finally do decide on insurrection will not find, contra various myths about American impregnability which repeated losses against men in pajamas should have put to rest, that American forces of law and order (or repression, depending on your politics) are without weakness.

May God grant that it never comes to this. If it does, may the side of good, which cares for the welfare of the people, win.

***

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Ukrainian War End Prediction

When the war started, I predicted that Russia would win militarily. That was an easy, obvious prediction based on the fact that Russia is larger and has more industry and that China would not allow sanctions to take out Russia, knowing it would be next, but would keep the Russian economy running.

This prediction is a little more risky because the war could end due to a peace deal. There’s no question that Ukraine is losing, and that the battlefield is getting worse and worse for them.

Russian forced are back within 300 kilometers of Kiev. While advances are slow, they are speeding up. The Ukrainians are running out of manpower, considering mobilizing women for infantry, and have huge problems with desertion and recruitment. Russia has ramped up weapon production far more than the West.

So I’m going to keep this one simple: the war will end next year with the Ukrainian army collapsing. Ukraine will be forced into an unconditional surrender and Russia will take what it wants.

There’s lots of ways this could go wrong: the Euros could rush in “peacekeeping forces.” Putin could agree to peace before then. The “Ukrainians” could provoke Russia into using tac nukes with their strikes of strategic nuclear infrastructure. Putin might die, and if he does he’ll be replaced by someone far more aggressive. So this isn’t a “sure thing” prediction, just a best uess.

But basically, that guess is the Ukrainian army collapses next year and we see huge “big arrow” movement.

Putin is likely to remember the lessons of Syria’ frozen conflict and of Russia and Ukraine’s fake peace of 2014/2015. No frozen conflicts, no fanatical enemies still able to fight. Russia has paid dearly to crush Ukraine and it would be foolish to throw away what is being won on the battlefield at a fake peace conference with Europeans and Americans who have no intention of keeping any deal.

So, most likely, he will win the war and impose the peace. If he’s really smart, he’ll take Odessa and turn Ukraine into a landlocked state, even if that means some extra casualties and time.

Russia was always going to win the war. The questions are simply when, by how much and what Ukraine is left with afterwards.

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Greta Did Her Job

What a lot of people don’t know is that the aid ship Greta was on wasn’t the first ship sent. The last one didn’t get to Israel either, but since there were no major celebrities on it, most people who aren’t 24/7 news or Gaza obsessives don’t know it even existed.

This aid ship was never expected to be able to deliver food and medical supplies. Everyone knew Israel would stop it. It was meant to highlight the fact that Israel is has created a deliberate famine in Gaza.

Because Greta, in particular, was there, it succeeded. That was her job. She wasn’t required to die, or to wind up in prison, though both were possible, she’s just a lightning rod. I’ve seen at least half a dozen op-eds, most of them negative, about Greta and the relief ship.

But negative is fine. Neolibs and right wingers love to hate Greta. They can’t shut up and not talk about her, which is what they should have done. Instead they have to take their potshots, and so far more people know that a ship full of food was hijacked in international waters and that Israel is starving Palestinians to death.

Celebrities, and Greta is a celebrity, have one main job when it comes to whatever causes they champion: to get press. That’s what Greta did and good for her.

As for all the haters, well, Greta’s right that genocide is bad, and she’s right about the environment, so hating her most likely means someone wants mass death, or that they’re stupid and think environmental issues aren’t real.

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The L.A. Riots/Protests & the Paradox of Protest

The Course of Empire by Thomas Cole

The Course of Empire by Thomas Cole

So, there were protests in L.A. over Trump’s immigrant removal strategy, some turned violent, and Trump is calling in the National Guard and talking about using the military.

It’s worth pointing out that Trump has deported less undocumented immigrants than Biden did over comparable periods. But this isn’t about deportation, as such.

What it is about is Gestapo tactics: Sending people to torture prisons without due process; wearing masks and refusing to show badges or warrants; giving ICE the right to create its own warrants without judicial oversight (clearly unconstitutional), and; seizing people who are showing up for meetings at immigration facilities or immigrant courts.

It’s not what Trump is doing, it’s how he’s doing it —- in the cruelest, most lawless, and unconstitutional way possible.

The message is, “We can do whatever we want, and you can’t stop us.”

Thus, the protests, and, thus, Trump escalating immediately to the National Guard (i.e., military force –that’s what the Guard is. Military.)

Protestors are caught in the paradox of protest in a fascist state: If you don’t protest the powers that be, they assume they’ve gotten away with it and will escalate. If you do protest, they use that as an excuse to escalate.

(Forget the whole violence / non-violence thing. That’s just another excuse.)

The US isn’t a meaningful democracy, and even oligarchic elites who aren’t Trump-aligned are under assault right now, as in the case with Harvard.

The choice is to bend the knee or fight. But ordinary people, especially immigrants, unlike Harvard-aligned elites, don’t have much to fight with. All they can do is put their bodies on the line.

At which point, those bodies will be assaulted, locked up, and otherwise abused, because cruelty with impunity is how the fascist right shows its power. Again, “We can do anything we want to you, and you can’t stop us. No one can.” It’s a toned down version of what Israel does to Palestinians.

There are three ways to go.

  1. Keep throwing bodies into the grinder and pray that the legal system still works with a stacked Supreme Court.
  2. Give in. Hide, stop protesting, and go with the legal attempt.
  3. Move to real violence, which this is not.

The police and National Guard have huge, easily-exploited weaknesses if anyone does decide to get serious, and there are plenty of people in immigrant and immigrant-adjacent communities who have the necessary experience and skills to exploit those weaknesses.

Of course, if real violence is used, Trump and his allies will escalate even more. At the extreme end, part of the country turns into “no go” zones, and the monopoly of force is broken. This is more than possible: the US is huge, their military is overrated, and their police are weak and have been trained to be cowards.

Trump’s trying to bring Americans to bridle. Some are already there, the natural fascists, the people who would have signed up with Hitler as soon as they realized he was serious and stood a chance.

But others? Others need to feel the whip.

So, will Americans kneel, then fall to their bellies? Will the legal system and the constitution work? Or will this escalate until the US is a failed state?

***

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Open Thread

Use to discuss topics unrelated to recent posts.

China’s Rare Earth Ban Starts Shutting Down Auto Production

Both Germany and Japan have reported the first shutdowns. These shutdowns will become worse over time. While China is providing some licenses for Rare Earths, they’re slow walking them and customs approval, and I’ve been told (though cannot confirm) that so far they have given none to Indian companies. (Maybe that little Pakistan kerfuffle wasn’t cost free?)

This is all very amusing and instructive on a number of levels. America banned something that China could handle the bans on: semiconductors. China, after much provocation, banned something that there is simply no way of replacing in the next few years:

“There is no solution for the next three years except to come to an agreement with China,” said Andreas Kroll, managing director of Noble Elements, rare earths importer for medium-sized companies and startups without their own inventories.
“China controls practically 99.8 percent of global production of heavy rare earths. Other countries can only produce these in minimal quantities, virtually on a laboratory scale.”

This is why Trump was begging for a call with Xi, and why he’s going hat in hand to China, rather than the other way around.

It’s not that there aren’t reserves elsewhere, though China does have the most:

Now what I find funny about this is that we’ve known about this vulnerability for ages. I remember writing about it back in the 00s. We did nothing. Nothing.

And it isn’t just about automobiles, a vast amount of weapons need rare earths, and the Chinese controls are ostensibly about “dual use” — aimed explicitly at military production.

The West has no foresight. No one did anything because China’s production is cheap, cheaper than any alternative would be. But anyone with sense would see that not having an alternative was allowing China to hold a gun to our heads, and would have subsidized production to make it cost competitive.

This summarizes so many of our problems: we know they exist, there’s a solution, but no one important can get rich off it, so nothing is done until it turns into a crisis, at which point much of the damage cannot be mitigated.

We have few real problems we can’t (or couldn’t, sometimes the deadline has passed) fix, and almost no real problems we’re willing to fix.

Since it started in 2019 this blog has published over 16,000 articles. That’s a lot of writing. If you value it, I’d appreciate it if you would donate or subscribe by clicking on this link. It makes a difference and it keeps me writing.

When Financiers Win, They Lose

One of the simplest lenses to look at an industrial society is whether it’s run by financiers or capitalists.

Socrates famously noted that some people live to eat and others eat to live.

Capitalists need money so they can do things. Financiers do things so they can get money. To a financier it doesn’t matter how money is made, so long as they won’t go to prison. All that matters is rate of return.

A capitalist has something they want to do: Ford wanted to build cars. Edison wanted to invent. The Wright Brothers wanted to fly. They need money so they can do whatever it is that turns their crank.

Capitalists create great societies. Financiers destroy them.

As soon as rate of return becomes the only consideration, a society becomes less interested in doing new things or doing old things well and starts searching for “unfair advantages.” They offshore and outsource jobs to lower cost domiciles: either for labor or for environmental regulations. They seek a monopoly or oligopoly positions in businesses where people have to buy: healthcare is the gold standard. They buy functioning businesses and load them up with debt. The business dies, but they are richer than they would have been had they run it.

Systematically they run the economy down. They become rich, but the society suffers.

This isn’t to say that finance isn’t necessary. As the saying runs “financiers make good servants and terrible masters.” But when finance becomes the primary driver of any economy: when it becomes a better way to get rich than being a capitalist, they ruin societies.

You can see this clearly in the West, especially in America and Britain. Sixty percent of people now can’t afford a decent lifestyle in the US, but America has the richest rich who ever lived.

This may seem like a victory for financiers, but it’s a Pyrric on. Yes, the America’s rich in 1950 or 1980 or even 2000 were not nearly as rich as America’s rich today, BUT America was the most powerful nation in the world, with the strongest economy. Now American elites are filthy rich, but rule of the second strongest economy, and China is pulling away from them: the difference is accelerating.

Do you want to be king shit of turd mountain? That’s the choice that America’s elites made. “Our country will suck ass and no longer be dominant but we will be rich, rich, rich!”

Ask Britain’s elites how that worked out. Would you rather be a British industrialist in 1870 or today, even if today you’re richer?

And as financialization destroys a country, that money matters less and less. In time, American elites will have to buy the best from China: cars, planes, electronics, etc, etc… Most of what they really want, America won’t make, because America will be backwards.

All this before losing the joys of being a super power.

Financialization is the destruction of countries, and the elites who pursue it lose more than they gain. Better to be a millionaire in 1955’s America, than a billionaire in America today, because wealth is always trumped by power.

Since it started in 2019 this blog has had over 16,000 articles. That’s a lot of writing. If you value it, I’d appreciate it if you would donate or subscribe by clicking on this link. It makes a difference and it keeps me writing.

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