Ian Welsh

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

Author: Ian Welsh Page 60 of 436

Let’s Talk About Joe Biden

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On July 3, 2024

42 Comments

The debate made it clear that Biden is in serious decline. Remember that it’s not just about now, it’s about four years from now. The media has turned on him hard, and so have many in the Democratic party.

My first takeaway from the debate was that Biden if Democrats were honest and honorable, they would have already forced him to step down, using the 25th amendment. Being President is a hard job, and he’s not up to it. The Vice-President exists for a reason.

My second is that a constitutional amendment is needed to prevent anyone over, say, sixty-nine, from running for President.

The third is to ask, who’s been running America? I had thought it was no longer Biden, but what we’re hearing is that it is Biden, and that he’s erratic and angry and doesn’t understand much of what he’s doing. Biden has done some good things as President, mostly thru some good appointments, but when age related decline starts, it often moves fast.

As for what’s going to happen—I have no idea. I don’t much like Harris, among other things when she was a DA she deliberately put people she knew were innocent in prison. But she’s not senile, and Democrats are panicking. If Biden won’t go peacefully, they should twenty-five him, get Kamala a good running mate & pray a lot.

The other option being floated is a “speed primary”, get it done in four to five weeks, but that seems problematic.

Either way, getting rid of GenocideJoe and having a candidate who can distance themselves would be the smart political move. I imagine Trump will still win, but it might not be a complete disaster.

America’s in serious decline and this clusterfuck is just a symptom of the elite’s inability to govern effectively. This problem should have been dealt with before it blew up, but everyone was pretending there was no problem, despite dozens of clips of Biden’s decline making the rounds. The strategy was denial, denial, denial. “The Emperor’s clothes are the most beautiful in the world!”

But Biden himself played the part of the kid “The Emperor has no clothes” and the feeding frenzy has begun. There will be more leaks and bad press, the knives are out for him, because other Democrats think he’s going to take them with him. Just as bad for Biden, Obama, who made Joe President last time by arranging for him to win the primary, seems to have abandoned him. Not sure if the Clinton machine is still onside: Hilary is stupid and might be, if Bill’s making the decisions, they will jump ship

If nothing else, it will be quite the show.

Edit: Harris’s numbers are now trending better than Biden’s.

Addendum 2: One thing about Harris is that she’s less pro-Israeli. To win, Democrats need Muslims. Trump is hardcore pro-Israel. If Kamala became president and pushed back against Netanyahu in some way that matters, she’d get a lot on the left and among Muslims. Heck, if she’s good enough, I’d endorse her (not that my endorsement matters). Always go with the person who isn’t pro-genocide. (I recognize she’ll probably bow to the pro-Israeli lobby.)

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The UK’s Housing And Immigration Crisis In Charts

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On July 2, 2024

20 Comments

Here’s the TLDR: the UK has a housing crisis because it is bringing in way more immigrants than usual and not building way more housing.

(Most of the charts from Simulcrax.)

For a long time Britain was building more housing than it had population increase. This was good, because as anyone who visited England in the 50s or 60s will tell you, it didn’t start with an excess.But starting around 2000AD it increased immigration and didn’t increase how much housing it was building, and after a while that caught up.

The chart only goes till 2019, though. Let’s see what happened afterwards.

 

Wow. That’s pretty ugly, and hey, it happened under the anti-immigrant Conservative party, and after Brexit, which was supposed to reduce immigration. Anyone wonder why Reform is challenging the Conservatives for second party status?

Now let’s be clear: immigration can be good, bad or mixed. If your economy is doing really well, you have low inequality and high wages and not enough workers and an economy which makes most of what you need domestically, then immigration is going to be good: the immigrants will get good jobs, increase demand and the economy will expand. But if you’ve gotten rid of your industry, have high inequality and an economy which is sucking wind then immigration is going to take jobs from natives and keep wages lower. And if you aren’t building enough housing and don’t do something about that, it’s going to raise housing prices, especially at the bottom and middle, which is going to hurt people.

The people it will hurt most, of course, are:

The chart pretty much speaks for itself. Let’s look at one more chart:
Ouch. I mean, it’s not like the situation is good in the US, is it?

Let’s be clear about what’s happening: it’s not that the UK can’t reduce immigration, it can, especially post-Brexit. Like Canada, however, it wants to increase GDP and keep wages low, so it’s bringing in as many people as it can, as deliberate government policy and doing so, without a booming economy, is hurting people who already live in Britain.

You don’t have to be racist or xenophobic to believe, accurately, that too much immigration is bad if there isn’t enough housing and jobs to absorb the immigrants. Problem is, given how people are, they will blame the immigrants and become racist and xenophobic, when the correct response is to hate the government and ruling class.

Britain, having deliberately de-industrialized, especially since Thatcher, can’t absorb this many people without causing extreme harm to people already living in Britain, especially if the government doesn’t move, massively, to social housing. People who want less immigration are correct, the only way to absorb this sort of influx without harm would be an entirely different set of government policies, even then, the immigration surge wouldn’t make sense until the policies take effect.

Unfortunately the only chance of pursuing anything like those policies was to elect Corbyn, and that chance has passed.

The sun always sets, and now it sets on Britain.

Addendum: Stumbled on this after writing the article.

He continues: “According to the Government’s own methodology, we needed to expand the housing stock by around 3.4 million homes over the last decade: 2.2 million to meet existing housing pressures, and 1.2 million to cope with net migration. We increased the number of homes by only 2.1 million.”

So, without immigration, they’d only be down 100,000 over the last twent years, rather than 1.3 million.

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Open Thread

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On June 29, 2024

23 Comments

Use to discuss topics unrelated to recent posts. No vax/anti-vax.

Why Am I Writing About China So Much?

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On June 27, 2024

53 Comments

Regular readers will have noted that for the past few years I’ve been writing far more about China than I used to.

Why?

The primary purpose of this blog is to explain the world: how it works, how it has worked, and how it will work.

China is probably the most important nation in the world right now: it has the most manufacturing, is about tied for population, is the largest trade partner of the greatest number of nations and leads in most scientific and technological fields.

If you don’t understand China, you don’t understand the world. In the same way that I spent so much time learning about and understanding America, I (and you) need to understand China. I’m so serious about this I’m probably going to learn Manadarin, and if you’re under fifty, I suggest that you should do the same. In ten to fifteen years not speaking Manadarin will be as crippling as not speaking English currently is.

As we move into a multipolar or cold-war period, nations are rising in importance: China, Russia, Iran, Vietnam, and so on. If we don’t understand the internal and external dynamics of those countries, we are ignorant of how the world works in the worst sense of that word.

As this happens, nations are losing importance: all of Europe, America and the Anglosphere, in particular. I live in Canada, I’m a member of the West and the Anglosphere, and of European descent, so I’m concerned with those countries. But maintaining too much of a focus on them would be foolish.

It is also important to understand what other countries are doing and have done right. If China is now the world’s most important nation, why? What is it doing? How are its policies likely to turn out? The same is true of Russia, whose economy is doing better than, say, Europe’s.

Of course, understanding what the West is doing wrong (and the rare things it’s doing right) matters too, but I’ve spent twenty years writing those articles.

The world is changing. To understand it and to operate skillfully within it, we must change with it.

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What Xi Jingping Has Done Right to Preserve CCP Power and Effectiveness

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On June 26, 2024

16 Comments

I was a doubter about Xi. His early anti-corruption drive seemed most likely to be a way to purge the Party of his enemies, and I assumed he was driven primarily by ambition for personal power.

I was wrong.

If you want to join the CCP, you have to be accepted. It isn’t automatic. Once accepted you undergo training and if you want real power you have to rise: you have to be in charge and deliver.

In this the CCP is similar to the old Roman Republic: high political rank required you to rise up thru the cursus honorum. Doing so required you to gain experience with government: roads, sewage, trade, law and so on. In practice, few people were elected to the highest offices without military experience, and the result was that high elected officials had some actual experience with how both military and civic affairs ran.

The CCP has much the same virtues, minus the de-facto military experience. You can’t get to the top without having risen from the bottom.

There were serious threats to this in the early years of the second decade of the twenty-first century. The first was corruption: the job of officials shouldn’t be to make themselves and their families rich. People shouldn’t rise to the top because they’ve spread wealth to their supporters.

So an actual crackdown on corruption was required to retain the CCP’s policy effectiveness.

The second threat was the “princelings”. Children or grandchildren of high Communist officials, often companions of Mao. They expected office and power without having truly earned it. Xi has sidelined the majority of them. Very few have any real power in the CCP.

The third was the oligarchs. By one calculation the wealth of billionaires declined by 47% between 2021 and 2024. During the same period in America it increased over 70%. More than that, the CCP has prosecuted and imprisoned multiple billionaires, something the West never does.

Wealth=power. Huge concentrations of power outside the CCP were a huge threat to it, especially in combination with internal corruption, since corrupt and rich party members were cooperating with the oligarchs.

This has allowed China to do things like move massively to social housing and crash the housing market, something oligarchs would never allow the government to deliberately do in America. Young people being unable to afford housing was (and still is) a huge threat to the CCP’s legitimacy, but it’s being dealt with.

Weakening oligarchs hasn’t come at the expense of industry and commerce, either: the Chinese economy continues to grow, science and engineering progress is rapid, and they have recently taken control of the majority of the global EV market.

Internal corruption, cliques and external power centers controlling government are the biggest threats to any government and especially to any one party state. Xi has dealt with these problems effectively and relatively quickly and is moving on other policy concerns.

This doesn’t mean the CCP is perfect or doesn’t make mistakes. Zero Covid was done very badly (avoiding Covid was the right policy, but they screwed it up.) It does mean that they retain the ability to implement policy, often effectively.

And that’s a big win for China and the CCP.

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UK’S Reform Party Is Poised To Destroy the Consersvatives, and Deserves To

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On June 24, 2024

29 Comments

The latest polls show Reform, led by Nigel Farage neck and neck, or slightly ahead of the Tories.

I took some time to read their manifesto and it’s pretty bloody awful.

BUT, and it’s a big but, there’s some stuff Reform is promising that no one else is offering. For example:

  • lower rents through reduced migration
  • free tuition for STEM degrees
  • lifting income tax allowance to £20,000

Farage talks about the housing crisis all the time, and these specific policies are laser-targeted at younger people.

Farage wants to stop all non-essential immigration. Britain is like Canada, there’s vastly more immigration than there is housing being created and rents and house prices have sky-rocketed. (A detailed post on that soon.) Tuition averages about $6,000 pounds a year and young adults tend to be poor and have little income.

He also wants to reduce estate taxes, go all-in on anti-trans policies, get rid of clean energy and so on. He’s still a conservative loon.

But he’s offering what neither Labour nor the Conservatives are, or can.

He has the best chance of breaking the Labour/Conservative duopoly that Britain has seen in generations for the same reason LaPen is surging, Brexit happened & Trump is viable: the status quo sucks for most people and they want radical change. Since radical change to the left was stopped with Corbyn’s defeat and the Starmer’s purge of the left from Labout, it’s now the right’s turn.

Like an animal in a leg-trap who chews its own leg off to escape, people in pain who see their lives getting worse and no hope of improvement will take a chance on something radical. Sometimes, as with Javier in Argentina, that something radical is extremely stupid, but at a certain point people will try anything.

For a lot of people in Britain, as in France and Argentina and America, the risk is worth it.

As with Corbyn, the press is now turning hard against Reform. Any change from the neoliberal status quo will be opposed with their full weight. It worked against Corbyn, but at some point it will stop working.

Reform won’t win the election, but they don’t need to. They need to replace the Tories as the second party, either in this election or the next. Once they are part of the duopoly, power is only a matter of time.

Let us hope the left learns from this and raises its own challenge to Labour, replacing it, because Reform’s policies, overall, are horrid.

Neoliberalism is dying in country after country, who and what replaces it matters.

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Open Thread

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On June 22, 2024

17 Comments

Use to discuss topics unrelated to recent posts. No vax/anti-vax.

US Likely To Sanction World’s Largest Drone Manufacturer

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On June 20, 2024

19 Comments

And, it’s Chinese, of course.

The United States House of Representatives passed a ban on the future sale of DJI drones in the U.S. on Friday, making the DJI ban more likely than not. The “Countering CCP Drones Act” is part of the United States’ 2025 National Defense Authorization Act (FY25 NDAA), a major piece of yearly legislation allotting defense spending for the coming year.

Drone maker DJI is based in China and controls over 70% of the world’s drone market share, a combination that threatens U.S. lawmakers

But…

DJI has 90% market share of the U.S. hobby market, 70% market share of the industrial market and over 80% market share of the first responder market. And their main competitor is Autel Robotics which… is also a Chinese company

(my emphasis)

As I noted years ago, what’s going to happen, er, is happening, is the world splitting into two trade blocs. Problem is the Western bloc is smaller, economically and in terms of land mass, than the one led by China and Russia, which includes a big chunk of Africa and South America, in addition, and which is growing.

Now bans and tariffs aren’t automatically bad. They can give space to domestic industry to compete. China’s “overcapacity” is the result of a lower cost structure and, in many areas, fierce competition. There are twenty-two significant drone manufacturers on this list, for example, and there are hundreds more.

To compete, the US needs to create a competitive market again, and it needs to reduce its cost structure. The simplest ways to do that would be to reduce housing and medical costs; to enforce anti-trust laws vigorously and to reduce barriers to entry for new businesses.

But part of the problem is simple: the US market is no longer as big as the one China has access to. For a long time, access to the American market was what mattered, but that’s no longer the case. The US, and the West in general, has to catch up, and they have to do so in an environment where they are the underdogs. This reality doesn’t seem to have penetrated thru to policy makers—if it had, they wouldn’t still think that sanction after sanction does significant damage to China or Russia, or almost anyone else.

But, with an oligarchy and a commitment to neoliberal “crush wages and workers and embrace austerity” ideology, the West is damaging its internal demand and markets at the same time as it needs those markets to catch up.

The USSR lost to the West for fairly simple reasons, and the main was that the West had more industrial base and more population. Now the shoe is on the other foot. It’s not likely to work out better for us than it did for the Soviets.

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