Ian Welsh

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

The Term Toxic Masculinity Is Nothing But a Gratuitous Insult to Men

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On June 27, 2025

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Only a woman with solid feminist bona fides can makethis argument in the modern US. The high-tech economy has leveled the playing field between men and women. This is a great development. But the argument ignores, as does the Democratic party in general, a larger reality: blue-collar men. White-collar men are now indoctrinated in high school and college how to behave around women. But blue-collar men are not. And there are more of them than white-collar Ivy Leaguers. Give the video a watch. It’s refreshing.

 

On a similar note, about American culture in general, this woman makes a very trenchant critique about us: “A culture that believes in nothing and tolerates everything is doomed.” 

The War in Ukraine Enters A New Phase

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On June 26, 2025

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The Russo-Ukrainian War of 2021-present has entered a new phase. In the wake of the Ukraine’s hybrid/asymmetric attack on Russia’s strategic bomber fleet (a.k.a., Operation Spiderweb), Russia is getting its revenge in the smartest way possible. Russia has begun a massive, month-long air/missile/drone campaign that is systematically attacking command and control centers all over the country. The latest was a Russian X-22 missile attack on a former drilling rig disguised as a seaborne command and control center. A Tu-22M3 Backfire bomber launched the X-22 cruise missile where it reached Mach 4 and then dove into the command center and obliterated it. There are dozens of videos out now on reputable sites indicating this campaign is ongoing and will continue.

Couple that withpolling data coming out of the Ukraine where 73.2 percent of Ukrainians polled believe the conflict should end along the current line of control, and it just gets worse.

This is very, very bad news for Ukraine. This might not be the beginning of the end, but it is the end of the middle.

The site for reasonably unbiased updates is Military TV. But, viewer beware, this is uncensored warfare.

UPDATE: At the St. Petersburg Economic Forum, which I watched in Russian — the translators often miss subtle points. Putin was talking about how Russia always respected Ukraine’s right to independence, and he gave an enormous amount of context in his answers, but, when it came to discussing Russia’s army moving into new regions in relation to Ukraine’s independence, he did so in the Russian past perfect aspect. Russian verbs have tense. But they also have aspect, meaning is an action fully completed, or temporarily or ongoing, etc. Putins use of the past perfect aspect signifies to me two things: 1) Putin has come around to the necessity of destroying the Zelensky regime, and the will of the Ukrainian people, and; 2) Following on logically, peace will not be negotiated; it willl be dictated, and there is fuck all Ukraine can do now except suffer for the deceitful sins of the West.

UPDATE 2: Medvedev just announced that Ukraine will not be allowed to enter the EU. At one time, Russia was fine with Ukrainian EU membership — so long as it remained militarily neutral, like Austria. In Medvedev owns words (apologies in advance for the terrible translation): “Brussels today is a real enemy of Russia. In such a distorted form, the European Union is no less a threat to us than the North Atlantic Alliance. Therefore, the complacent slogan, “Join anywhere but NATO” must be adjusted. Thus, the so-called Ukraine in the EU is a danger for our country. There are two ways to stop this danger: A) Either the EU itself must realize that it does not need the Kiev quasi-state, in principle, or a certainly preferable; B) There is simply no one to join the EU.”

Medvedev is always the one who lets the trial balloon loose, so it is only a matter of time until Putin makes options A and B into official Russian policy.

Does Zohran Mamdani Matter?

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On June 26, 2025

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So, Democratic Socialist (ie. has politics a 70s liberal would have agreed with, but is less racist) Zohran Mamdani has won the nomination as the Democratic candidate for New York City Mayor.

The best analysis I’ve read of this is definitely from Matt Stoller. He says this win helps define this as a “system-defining election,” that is, an attempt to not just to change who runs a system, but how that system is run. Read the article.

I’ll point out here that there have been a few such attempts. Stoller writes about Lamont’s challenge to Lieberman, in which Lamont won the primary, then Lieberman won the election. It’s similar to what will be tried here: The oligarchical part of the Democratic party will align behind another candidate, possibly even the Republican one. Those who don’t will try to co-opt Mamdani, and turn him into a centrist left-winger.

Mamdani is more radical than Sanders; he isn’t a Zionist, for example. But he’s basically suggesting policies than no Democrat during the 50s, 60s, and even into the 70s would have found extraordinary.

What Stoller calls system-defining elections, I call sub-ideological revolutions. FDR changed the form of capitalism practiced in the US, so did Carter and Reagan. Mamdani, for all the screams from rich operatives like Larry Summers and various oligarchs, isn’t a radical — any more than FDR was. He doesn’t want to switch to economic Communism (i.e., worker ownership of the means of production or Soviet-style central control), say, or a single-party state. He wants real changes in how capitalism is practiced, and some changes to who has power in Democracy.

Sanders’ runs in 2016 and 2020 were an attempt at a sub-ideological revolution, or, system-defining elections. This is why Obama intervened and lined everyone up behind Biden, a nearly unprecedented step.

Likewise, Corbyn represented such an attempt, except Corybn got further, winning the Labour leadership. It’s not an accident that (and we have receipts, so don’t argue) Labour operatives actually sabotaged him in two elections to ensure a Conservative win. They wanted the old ideology/system to keep running more than they wanted their party to win. And once Corbyn was removed, his successor, Starmer, purged the party of the democratic socialist left. Once in power, Starmer doubled down on austerity and politics no different in substance, but actually more punitive, than those followed by the Conservative party.

The Reform Party in the UK is now coming on hard.

Be clear that sub-ideological transitions/system changes can be bad. Neoliberalism was a bad change. In the UK, if Reform sets the new system/ideological norm, it will be awful.

This is one reason why I said that Corbyn was the UK’s last chance: If the left failed, the right would then get its shot, and what the right wants to do is beyond awful.

It’s why Germany is beyond hosed: Doubling down on military Keynesianism (which won’t work in a corrupt, neoliberal system), while cutting social welfare will simply lead to the new-right getting into power. Their policies will make most people worse off, not better.

As for Mamdani, he’s a good sign. The fact that men, as well as the youngs, went for him is also excellent, because it shows that men and youngsters aren’t really “right-wing” in any way that matters. Yet. What they want is change. If they are offered good change, they’ll take it. However, they’re so desperate that if all that’s on the menu is shitty change, or the status quo, they’ll take shitty change.

This was obviously going to happen. I wrote years ago that we wouldn’t see real change until the mid-2020s, at the earliest, because it required generational change as well.

Mamdani tells us that what sort of change will finally win in the US is not yet decided. It doesn’t have to be MAGA stupidity and meanness.

So if you want something better in the US, if you want a chance at a New New Deal, get behind Mamdani and people like him — hard.

There still remains a question of whether Mamdani can deliver, even if he is elected. Will he be be co-opted? Will he run into opposition from enemies so powerful he either can’t overcome them? Or will he use them as a rallying call? Is he competent enough to create and run a new system like the one he’s suggesting?

This is a chance because, if Mamdani wins and then improves New Yorker’s lives, he’ll be copied. And if you’re in a position to do something to improve the chance of this happening and then working, I suggest you do so.

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Losing Our Asian Allies – And Fast

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On June 25, 2025

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Ian in his last post mentioned that our Asian allies are slipping away from us. While we pretend to strategically re-orient the Japanese are engaging in massive rearmament begun by Abe and being continued by the current government. Japan has lost confidence in the American security umbrella because of the deceit we’ve displayed in foreign relations. The Koreans? I lived in Korea. They’re simply apoplectic. Some are even at the point where they are willing to consider a loose confederation with the north, an entente of sorts so the South has the protection of the North’s nuclear umbrella and the North gains goods and services from the South.

This is simply unheard of. When I talked to one of my former students who now works in the foreign ministry and he told me this I was gobsmacked.

Ian’s correct. For 400 years the balance of payments from the rest of the world went to the Littoral seapower states. For the last 50 years the balance of payments has been reversed.  All that gold is going back home. In one generation the United States has squandered all the goodwill and wealth it received during WWI and WWII. China in the last 50 years has lifted more people out of poverty than the rest of the world did during all of recorded history. Chew on that stat for a moment.

I will be visiting China and South Korea to do a 20 year retrospective tour and a 30 year retrospective tour on the former and the latter. I don’t know what to expect, but I remember China 20 years ago and being blown away.

The USA is in deep strategic shit. For 200+ years our power has been based on our complete hegemony of this hemisphere. For 75 of the last 100 years our main strategic goal has been the prevention of one power or an alliance of powers attaining hegemonic power over the Eurasian landmass. In the last six years we’ve abandoned that VITAL national interest for what? We’ve driven Russia into the arms of China. India lost all confidence in us. Now East Asia has.

If a single power or coalition of powers dominate the Eurasian landmass our two oceans will not protect us.

It appears I might have been wrong about the Israeli-Iran pissing contest being the opening act of WWIII. Good. What it really feels like is the first Balkan War in 1912. The calculus is being made in Beijing. And Tokyo. And Seoul. And Taipei. We lack the ability to protect our allies conventionally. And no one wants nukes.

I don’t have any smart quip to conclude with except a Spanish expletive, “la puebla es jodida.”

You get the idea.

The Middle East Is Hastening Ukraine’s Fall & The End of the European Era

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On June 25, 2025

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The Course of Empire by Thomas Cole

The Course of Empire by Thomas Cole

Rarely spoken of is the effects of the Middle Eastern wars on Ukraine. For a long time, Ukraine got everything it wanted, but since Oct 7th, it has been , or worse, on America’s priority list. Mossad has a great deal of influence in America, just short of control, almost certainly due to a sickening collection of videos and pictures, and Israel has received the first cut off everything it needed: most especially of interceptor missiles.

Even so, the reason that Israel and the US called for a ceasefire and Iran did not (though it accepted one) is that Israel was less than a week from running out of air defense missiles, and as best I can tell, the US could only have supplied about another 7-10 days worth.

What this means for Ukraine is simple enough, they’re being absolutely hammered by Russian missiles and bombs. They don’t have enough air defense, they don’t have enough missiles for the air defense, and there is no reasonable prospect of re-stocking. The West’s larder is empty.

The tempo of Russia advances continues to increase. It’s still slow, but it’s at least eight times as fast as it was a year ago, and as Ukraine runs out of men, weapons and ammunition (Western shortages go far beyond air defense), plus as morale continues to plummet in Ukrainian armed forces, the prospect of “big arrow” warfare grows closer.

As I’ve said before I expect that period will arrive next year. The fighting age male population is decimated, those willing to fight are or will be mostly dead, and Russia will win the war decisively, taking whatever they want to. The only danger of this not happening is Putin accepting a peace offer before that: like Khameini, he is very cautious, doesn’t like war and wants it over. If Zelensky ever gets his head on straight, or is replaced, he’s likely to accept a peace deal much short of what can be accomplished by arms and an unconditional surrender.

This will be a HUGE loss for the West. The first war they have decisively lost on the battlefield in generations. There will be no concealing it, and the inability to ramp up production of weapon systems and munitions will leave the collective West so weak that no one will be able to believe they could win a conventional war against China, or even Russia.

It will, psychologically, be the end of Western hegemony. For almost 400 years the West has been dominant, and since Industrial Revolution, overwhelmingly dominant.

That era is almost over. The economic aftershocks will be huge: the end of American dollar hegemony is likely within five years, ten at the most and the entire world except, perhaps, Canada, the US and Europe, will re-orient to China. The US will even lose South Korea and Japan as reliable allies, indeed, it arguably already has (more on that another time.)

This is a literal epochal period. The “nothing ever happens” fools are missing that this is the end of a literal era: the era of European supremacy (the US is just a European settler state and Britain’s successor.)

The new era will be multipolar only if China wants it to be. They are approaching “America after WWII” levels of industrial and technological power. However, for at time, they will probably allow a multipolar world, as they are smart enough not to want to be a superpower or “world cop.”

Normally this would cycle to a superpower period, but environmental issues are likely to short-circuit normal macro-geopolitical cycles. Everyone will wind up in survival mode, and the question will be who manages this best. Whoever does will lead the next cycle, which will occur long after most or all of us are dead.

So, as best you can, you may as well be interested. You are living in truly interesting times, which come around only every half millenia or so.

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Iran Screws Up & Gaza Death Toll

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On June 24, 2025

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So, Iran has accepted the ceasefire offer. Iran was winning, as best I can tell. The Iron Dome could not stop their more advanced missiles and was days from running out of interceptor missiles (maybe two weeks if the US sent its entire stockpile). The US attack on Iran’s nuclear facility was a dud, the enriched uranium has been moved, etc…

I said that Iran had finally gotten over its caution, and that I feared it would revert, and so it has. It’s clear that the sooner Khameini dies and is replaced, the safer Iran will be — especially because that will be the end of the non-nuclear fatwa. (It should be noted that 60 percent-enriched is enough to create a dirty bomb which would render Israel uninhabitable, and Iran should inform Israel that it has created a number of them, ready for missile deployment.)

Iran could have kept going and insisted that Israel withdraw from Gaza and Lebanon (to be confirmed by Russian and Chinese satellites). Once again, Iran has abandoned its proxies as disposable proxies, not allies.

That said, this is an Iranian victory, just a very limited one. Israel and the US were the ones who begged for a ceasefire, not Iran.

Meanwhile, we have further confirmation that Gaza casualties are likely at least 377K.

A year ago, I estimated Gazan casualties at 500K. A new estimate has come out based on fairly conservative metrics, which puts them at a million.

(Source)

I find this estimate plausible, unfortunately — especially given the ongoing starvation campaign. (Regular reports now come in that the few aid stations permitted by Israel are being used to draw civilians in, then murder them.)

I reiterate that the only moral nation in the world appears to be Ansar-Allah’s Yemen. In a few years, everyone is going to be scrambling to pretend they were against this genocide or “didn’t know,” but we have the receipts.

There is no statute of limitations for genocide.

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A Deluge of Metanarrative Bullshit

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On June 24, 2025

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Anytime, anyone, anywhere begins an argument or uses the word “narrative” my bullshit detector goes off. Because it’s a nonsense construct.

My suggestion is to follow French philosopher Jean-François Lyotards definition of “narrative.” He said: “Simplifying to the extreme, I define postmodern as incredulity toward metanarratives.”

So, if you hear someone use the term in a conversation, one of three things can happen: You can choose to remain willfully ignorant (I doubt many in this crowd would pursue this course), your bullshit detector can go off (like mine), and you can begin an argument, or you can simply sit with a Cheshire cat grin on your face and be skeptical.

But chose one, please.

TACO Trump Bombs Iran

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On June 23, 2025

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If you’re getting a bit tired of Iran all the time, so am I. We’ll see if we can slip in an article on something else.

In the meantime, Trump hit Iran’s nuclear enrichment site. As best as I can tell, the attack was ineffective and did essentially no damage. Even if it had, Iran’s highly enriched, 60 percent stockpile had already been moved. I’ve seen Israel claims they know where it was moved, but there’s a good chance they’re lying. If the Iranians are smart, they’ve split it up, and made sure that only a few people know where each package is, and further that no one knows where all the packages are, which doubles as, “If you hit it, you lose your spy.”

Iran’s parliament has passed a motion asking to close the Straits of Hormuz; it’s waiting for Khameini’s approval. Some ships appear to be already turning away. Parliament is also planning to vote to end Iran’s cooperation with the International Atomic Agency, which is exactly the right thing to do, as they’re both politicized and almost certainly spy for the Israelis and Americans. At least make your enemies work to get data on your secure nuclear sites and scientists.

Given the US couldn’t even stop the Houthi blockade, there is zero chance they can re-open the Straits of Hormuz with military force. It will stay closed as long as Iran wants it to. Among other things, very few civilian shipping companies are going to take the chance. One missile or mine is all it takes.

It should go without saying that Trump’s strike is a direct violation of international law, which requires the approval of the U.N. Security Council to declare war. Honored more often in the breach, etc. This is yet another nail in the coffin of the idea that anyone should pay even the least attention to international law, as the countries that created it sure don’t.

Meanwhile, the missiles keep raining down on Israel. While firm data is hard to get, I’m almost certain the “Iron” Dome” is not stopping most of them. Indeed, the WSJ reports that Israel is interested in peace.

Iran shouldn’t give it to them without conditions. They have the upper hand. At the least, they should demand a withdrawal from Lebanon, an end to the bombing there, and an end to the food and supplies blockade in Gaza, with immediate retaliation when they break the deal, which they always do.

A lot of my predictions about the Middle East have been wrong since October 7th. There are two reasons: I didn’t realize how cripplingly cautious the “Resistance” was (other than Hamas and Ansar-Allah), and I underestimated Mossad’s and American’s intelligence penetration of both — especially of Hezbollah. Fortunately, Israel has been at pains to teach everyone a lesson, and a lot of the overly-cautious Hezbollah and Iranian leaders are now dead.

There were a number of reasons for the intelligence penetration. One was that India’s intelligence was working with Mossad and had (has?) a huge network of spies in both the Indian tech diaspora and guest workers. The second is that Iran, in particular, has used Western tech — especially Western phones. (Admittedly, everyone runs Android or IOS, so it’s hard to avoid.)

Israel’s signals intelligence division (SIGINT), called Unit 8200 had been monitoring these targets for over a decade, compiling detailed itineraries — homes, workplaces, travel routes, and even bedroom locations. The precision of Operation Namiya (June, 2024) relied on a triple-layered surveillance ecosystem: Apple devices and unencrypted iPhones provided real-time GPS tracking.

General Soleimani’s 2020 assassination had already proven this vulnerability, yet Iranian officials continued using them. They also used Google/Microsoft Services: Gmail accounts, Cloud backups, and Android devices leaked metadata, revealing behavioral patterns and social graphs.

Regarding telecom backdoors: Iran’s telecom infrastructure, built on Ericsson (which exited in 2012 under sanctions) and Nokia hardware, remained vulnerable. Huawei and ZTE briefly replaced Western vendors between 2012 and 2016, but by 2018, Iran resumed purchases from European suppliers -— a fatal regression.

It’s clear that any country which doesn’t want similar issues has to rely on entirely non-Western tech from a trusted supplier — and even then, as revealed by the Hezbollah pager attack (which is really what defeated Hezbollah, along with knowledge of their missile stockpile locations), you have to secure the entire supply chain, including delivery, then check like a paranoid, because you have enemies.

It’s best to own your entire own tech stack, and a LOT of countries are going to be working feverishly towards this. Using Western tech this way is a great way to destroy markets for Western tech.

It should go without saying that every Western country is fatally compromised. The US knows everything they do. Even as a Canadian, I would want to get to a domestic stack, and Europeans are fools if they don’t, unless they intend to remain American satrapies for the rest of time.

Iran has finally thrown off its caution. I pray they don’t revert. They’re winning this war, and they shouldn’t let up until Israel is publicly humiliated and forced to actually stop their constant provocations and genocide.

As for TACO Trump, he wants the war over, and his attack was a PR stunt so he could declare victory and flex US muscles, worthlessly. I don’t think he has the guts for a real war, which is a good thing. (I could, of course, be wrong. The problem with Trump is that even he doesn’t know what he’s actually going to do most of the time. It is also amusing to watch Vance doing everything he can to distance himself from the attack, in preparation for running in 2028.)

Update: Iran says it has bombed Iraq, Qatar, Bahrein, and Kuwait US military bases.

If you’ve read this far, and you read a lot of my articles, you might wish to donate or subscribe. I’ve written over 3,500 posts, and the site, and Ian, take money to run.

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