Ian Welsh

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

Bad Faith and Criminality

~by Sean Paul Kelley

In the aftermath of the 1905 Russo-Japanese War, US president Teddy Roosevelt brought together negotiators from Russia and Japan to hammer out a peace. This was the first time the US was ever seen as an ‘honest broker’ in international relations. In 1919 President Wilson sailed to Paris with his 14 Points doing his level best to get the Europeans to negotiate an honorable peace. The wily Europeans outfoxed the rigid and moralizing Southerner in just about all the negotiations. Nevertheless, the US retained the aura of ‘honest broker’ until this century. I can’t say exactly when we lost it—probably when Colin Powell lied to the UN in testimony before the Second Iraqi War—but lost it we did. Somewhere in there we lost the aura of exceptional power we possessed by pissing away a metric shit-ton (yes, an American who can do metric!) of blood and treasure in the sands of Iraq and mountains of Afghanistan—and with that loss, we shot whatever credibility we retained right in the foot. But those, shall I say, are different discussions for a different day.

Lost auras being the one thing—at least we still got a chakra, right? (Ugly and poisoned though it may be.) It’s the second thing that grates the teeth at night: an everlasting chronicle of bullshit deeply eroding any sense of diplomatic norms that’s transfigured us into OG rogue nation. So, grab some popcorn, rewind the Wayback Machine and head back to 2014 cause I got a whopper to tell you.

It’s late summer of 2014 and a brushfire war is simmering between Russia and the Ukraine. The US and its European allies are eager to see the Ukraine join NATO. They bring Russia and the Ukraine together and pretty much force feed them the Minsk Accords. Then, over the course of the next eight years the NATO allies string the Russians along encouraging the Ukraine in its ever persistent demands to renegotiate the Minsk Accords.

Nota bene: yes, I write it as the Ukraine. I know the Ukrainians desire their benighted lot to be call Ukraine.

Do I care?

Not one iota.

It was always called the Ukraine—I mean, the Russians use the partitive genitive (don’t ask) when describing the Ukraine as a nation—and it will ever thus be called the Ukraine.

Now, it took the Russians—rarely gullible—a long time to figure out our stunning acts of “bad faith.” But “bad faith” it was. The US and its European allies had no intention of ever compelling the Ukraine to live up to its international agreements with Russia. They were only ever playing for time, waiting for the day they could present Ukrainian membership in NATO as a fait accompli, hoping for a démarche, a dénouement. Damned if we got war in its place.

But the forever-war nation ain’t gonna let a little war-war stop it, no, no, no! Once America sets a precedent it’s game on, bitches! So, in late May-early June 2025 the US negotiated directly with Iranian diplomats signaling that no military action was imminent. While negotiations were held, the US and Israel agreed on America logistical support for an Israeli attack on Iran. A week after Israel launched its first strikes against Iranian nuclear sites, the United States followed suit. Not only is this acting in “bad faith” it’s outright deceit, a line no nation should ever cross in the conduct of negotiations. It’s one thing to bring two sets of instructions to negotiations, one always needs a fall-back position. But deceit? WTF?

Twice then, the US has acted in “bad faith.” It’s at number three when the wise recognize a pattern, three also being proof of outright illegality in the conduct of international affairs, at least according to international and domestic law. So, there is that, you know?

Domestic law, you ask? How so?

“Young grasshopper,” says Master Po, “sit and I will tell you.” (Anyone who gets the reference wins a cookie.)

Treaties signed by the United States and ratified by the Senate are, in accordance with the 1920 Supreme Court ruling Missouri v Holland, the supreme law of the land.

Skeptical-like, you query, “what treaty did we violate, Sean Paul?”

Easy, the 1961 Vienna Convention on Diplomatic Relations. This treaty enshrined, in international and domestic law, a norm of diplomacy dating back 575 years to the city-state of Milan and its then ruler Francesco Sforza—a norm, or custom only violated three or four times in the last century it’s so sacred. So basic, so important is the principle of the personal sanctity of the negotiator, aka the diplomat, that it is respected by every nation on the goddamned planet.

It is the singular, fundamental law of diplomacy from which spring all the other elements of reciprocity evident in the conduct of international relations. And in typical American fashion, just days ago, we nuked that norm into oblivion when we in concert with Qatar and Israel arranged for an attack on credentialed Hamas negotiators.

I don’t have anything else to add except a few questions. Why would any nation enter into negotiations with us ever again? Who would be that stupid and reckless? And what, if anything, can ever be done to regain international trust? What I’ve detailed are fundamentally outrageous betrayals of diplomatic norms, norms developed over 500 years ago and used for centuries.

It’s not rocket sceince. Hell, it ain’t even algebra. Christ, it’s more basic than fractions. It should be easy to comprehend. And the behavior is so fucking counter-productive I would expect even the stupid to fathom.

I would be wrong.

P.S. And consequences,those things be bad, like ju-ju bee tree bad shit. Didnae take long, aye?

P.P.S. Oh, and by the way, this leads directly to the massive diversification away from petrodollar settlements, which gets us a fuckton closer to the end of the dollar as global reserve currency. That’s going to be one serious painful adjustment for Americans to make, domestic production notwithstanding.

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American Billionaires Are Competing To Be King Shit of Turd Island

You may have heard that Tesla’s board has proposed giving Elon Musk a one trillion dollar payday. Tesla is falling apart, and the ostensible theory is that only Musk can save it, as if he’s not the guy who ran it into the ground with his bad decision making.

Elon, of course, is currently “the world’s richest man” but his fortune is probably under 500 billion. So he wants to triple it.

This, as you may have figured out already, is not about saving Tesla, but looting it before it crashes out completely, which is what’s going to happen. Only 100% anti-china EV tariffs are keeping Tesla alive right now, but the problem is that non-Chinese companies are now producing cheaper, better cars and no, Tesla isn’t going to regain its lead.

Elon is just a rat trying to leave a sinking ship with a huge wheel of gold embossed brie, and the board (his cronies) are helping him.

Meanwhile:

(Every person who told you that the end of dollar hegemony was impossible was either an idiot or lying to you.)

Oh, and meanwhile China has banned all its tech companies from buying NVidia AI chips. Seems they figure their homegrown chips are now as good as the lobotomized versions NVidia is allowed to sell to Chinese companies.

In about three years, China’s chips will be as good as NVidia’s. In about six years they’ll be as good and a lot cheaper. Then every country outside the West will switch.

Meanwhile, as I’ve discussed before, every non-Western country will use Chinese Open Source AI, because using American or European AI is way too risky (if you don’t understand why, you’ve been a coma for the past 40 years.)

NVidia is driving something like 40% of American stock valuations and AI is the huge bet America is making. America can’t even make magnets.

So what happens when China can produce essentially everything the West can, at equal or better quality, and it costs less? Passenger jets, military tech, chips, AI, robots, drones, cars, consumer goods. Everything. (or a reasonable facsimile, well north of 90% within five to ten years, and it’s already north of 80%.)

Well, the oligarchs who have been competing to be the richest guy in America are going to find they have a whole bunch of US dollars that the most important economy in the world, China, won’t accept for anything meaningful. You won’t be able to buy Chinese companies with it. You won’t be able to buy Chinese tech secrets with it. Chinese scientists won’t want to work in the shithole that the US is turning into, especially given all the racism against Chinese.

American oligarchs will, as my father put it, find out that they were competing to be “King Shit of Turd Island.” Like being the world’s richest Indian in 1950. You’ll live a nice life, but you don’t matter.

Serious elites have three jobs, in order of importance.

  1. Keep their country powerful and advanced and important;
  2. Keep control of their country
  3. Compete among themselves.

American elites reversed the order of these tasks for generations. They’ll be lucky to avoid a civil war, is how badly they’ve fucked up. And the tech-bro “masters of the universe” are about to watch China roar past them and gain the tech lead in everything that matters. They can own America’s Tik-tok, but who cares, because America is a has-been nation, coasting on legacy fumes, and it’s only going to fall further and further behind.

Thiel and Musk and so on are just crabs in a bucket, competing for power in country going to Hell. May the best most ruthless crab be crowed King Shit of Turd Island.

***

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Unconditional Surrender Grant

I always wondered where the term ‘unconditional surrender’ came from during World War II. After reading a biography of U.S. Grant as an undergraduate in the early 90s I learned. When attacking Fts. Henry and Donelson on the Tennessee and Cumberland Rivers, respectively, when the commaders of the Confederate forts requested terms Grant replied,  “No terms except an unconditional and immediate surrender,” which earned him the sobriquet ‘Unconditional Surrender’ Grant–at least until the aftermath of the bloodbath at Shiloh.

Why do I bring this up? I just completed the Ron Chernow biography of Grant. As a work of popular history it’s good; however, Geoffrey Perret’s biography is much more rigorous and drips with historical sensibility. Still, credit to Chernow for a related reason: his biogrpahy led to a docu-drama miniseries about Grant. I cannot recommend this series enough. It’s also had the knock on effect of launching a much needed reappraisal of the man, the general and the president. Also, know this: I’m a born Southerner, native Texan. The Confederates were traitors. Grant and Sherman gave them what they deserved.

The “Lost Cause” revisionist history movement at the turn of the 20th century reframed the Civil War from a war to end slavery into a war about states rights. Moreover it did grievous damage to Grant’s reputation as a general and president and elevated Lee to divine heights. Both balderdash, mind you. But, the damage was done. Grant was the better general. He was a genius who conceived of operations and strategy two orders of magnitude greater than Lee. And, well, you know, there would be no 14th and 15th Amendments without a Grant presidency.  So, read Chernow’s book or watch the series.

Both will learn you some good knowledge.

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Care To Tell Me What Is Wrong With This Headline?

Screenshot

Link to article here. 

If you’ve read this far, and you’ve read some of my articles and most if not all of Ian’s, then you might wish to Subscribe or donate. Ian has written over 3,500 posts, and the site, and Ian, need the money to keep the shop running. So please, consider it.

Interregnum of Unreality 2008-???

By Nat Wilson Turner

I would like to propose that the United States and associated English language information sphere remain in what I call The Interregnum of Unreality, which I posit kicked off in 2008.

It’s tempting to declare us in a new regime, given Trump’s re-election and seeming consolidation of power, which has seen him bring the Silicon Valley companies and much of the MSM onside.

But I think it’s more useful to think of Trump’s second term as merely a change in management for the pre-existing apparatus of control, which seeks total information dominance via traditional and social media.

Until the pillars of American power (the dollar as reserve currency and the perception of American military primacy) fall, the Interegnum continues.

Symptoms include this and this.

And monsters flourish in interregnums. It was the interregnum between the Russian defeats of 1904 and the final fall of Nicolas II in 1917 that produced Rasputin after all.

Until or unless the United States openly goes through the financial crash, market crash, and admits we are back in recession (or Depression), The Interregnum of Unreality will continue.

The Interregnum of Unreality kicked off when Obama’s administration and Bernanke’s Fed elected to keep the markets and economy going via massive Quantitative Easing rather than structural reform of the markets that failed under Bush and Obama.

It was paired with a change in geostrategic tactics. No new boots on the ground invasions, although the Iraq and Afghanistan occupancies were maintained as long as possible.

Instead, Obama preferred no-fingerprints regime changes (Egypt, Tunisia, Ukraine, etc) or proxy wars  (Syria, Ukraine). He also happily accepted the Nobel Peace Prize for essentially not being GW Bush, even while continuing and expanding on many of Bush’s worst policies (surveillance, drones, etc).

A new era will also require the undeniable end of the United States’ pretense to be the global military hyperpower, capable of facing China, Russia, and Iran simultaneously while brutally dominating the Western Hemisphere.

Obama inaugurated a style of total information dominance completely removed from actual policies or outcomes. He built on the media strategies pioneered for John F. Kennedy: slick TV and print media packages with Obama as the inspiring figurehead.

They initially ran wild with social media, unleashing it on the Arab world in 2011 and rapidly realizing more control was required.

After Trump’s election win in 2016, Obama and the Democrats moved to set up a Silicon Valley censorship regime, sending RussiaGate ringleader Mark Warner to Twitter and other companies to let them know that if Adam Schiff wanted an account removed it would be removed.

The “Resistance” to Trump in his first term included much genuine grassroots opposition but was headed by resistance from the Deep State, the MSM, and the online monopolies.

Biden attempted to expand on the total information control, but since he was as charisma-challenged as Obama was blessed and the wheels came off of so many of his policies mid-term, the Democrats lost control of the machine along with their credibility.

Biden was Benedict to Obama’s John Paul 2.

The MSM and Silicon Valley have moved into Trump’s camp (or been bought and destroyed by Trump’s backers like CBS News).

I suspect one of the reasons for our Interregnum of Unreality is caution on the part of America’s major ops who don’t want to provoke a suicidal attack from the dying eagle.

The Interregnum of Unreality (2008-?) is one in which The Empire can suffer enormous, humiliating defeats in what is basically the WW3 preseason, but it cannot be openly, undeniably revealed to the populace of the US that we are no longer the world’s dominant military power.

It’s why pausing the 12 Day War was so critical. It was essential for everyone to temporarily de-escalate things before someone got nuked.

Now Bibi’s Qatar attack is another instance of possibly self-destructive overreach. Poor Ukraine is losing out on the narrative control as it’s slowly strangled by the Russian python, which has little interest in conquering territory and every interest in drawing the UAF into bloody battles that are slowly but surely demilitarizing Ukraine, their stated goal in the SMO.

In the aftermath of Charlie Kirk’s assassination, we’re seeing the Trump administration moving to expand its power ala the post 9/11 frenzy which produced the Patriot Act, mass surveillance, the Afghan and Iraq wars.

But because someone like Kash Patel has nothing like the control of the apparatus of state power that say, John Ashcroft enjoyed in 2002, we’re seeing a kind of keystone cops clampdown so far.

ICE is similarly limited to self-defeating debacles despite the much more capable Stephen Miller essentially having the funding to rebuild it from the ground up.

I argued at NakedCapitalism that this clampdown might not go according to plan, but I expect things to blunder along until one or both bubbles (economic or military) pop.

Euro Proposal For A No Fly Zone in the Ukraine: the Consequences

In the aftermath of several errant Russia drones crashing into Poland, said nation’s foreign minister, Radoslaw Sikorski, invoked Article 4 of NATO, and whilst giving an interview to a German paper, called for  “a limited, NATO/EU-run no-fly buffer for drones nearing alliance airspace.

Dmitri Medvedev, the former president of the Russiann Federation while speaking at a Russian Security Council meeting on Moday said that “Russia would consider NATO forces protecting Ukrainian airspace as a declaration of war. . . .

Russia, it should be added, asserted that “that “no targets on the territory of Poland were planned for destruction,” and that the drones it used in Ukraine have a flight range of no more than 700 kilometers (435 miles).” I would add the Russian first deputy Permanent Representative  to the UN made a very good point in an interview this morning. He asked simply, “cui bono?”

Cui bono notwithstanding, a lot remains open for interpreation, especially without the evidence being reported on seriously and assiduously. (Which won’t happen in the West.) That said, the number of drones that landed or were shot down in Poland is troubling. Look at this map for a better idea of what worries me. I’ve heard several explanations, from Ukrainian spoofing and EW warfare, to a false flag operation. Spoofing, EW warfare, cui bono or false flag–any others?–really doesn’t matter. It is simply bad ju-ju for all parties concerned.

Regardless of what really happened, are we absolutely insane?

Have our diplomats and leaders lost all touch with reality? If we declare and attempt to enforce a No-Fly Zone over the Ukraine we are declaring war on the Russian Federation. Declaring war on a nuclear power that could absorb a full force first strike by the USA much better than we could absorb their very robust response is as stupid as someone with brains for dynamite who cannot blow the wax out of their ears if their brains exploded.

Thank heavens for the brothers Lieven, one, Dominic, is an historian of empire, the other, whom I will quote below, is foreign policy analyst that writes frequently for the site Responsible Statecraft. Anatol is an adult in a childish firmament of foreign policy know-nothings, like Kaja Kallas. As one Russian observer said about her: she is critically undereducated. But back to Anatol, as he writes on the drones falling in Poland: “We should remember that during the Cold War, there were a number of far more serious violations of air space by both sides, some of them leading to NATO planes being shot down and American and British airmen killed. These incidents led not to threats of war, but careful attempts to de-escalate tensions and develop ways to avoid such clashes.” What a mature idea. I wish we had more adults in the room, so to speak.

The whole Ukraine debacle has only unravelled our power faster than if adults were running our foreign policy. And a No Fly Zone over the Ukraine is the height of childish, bat-shit crazy ideas. But then, we have not had an adult running our foreign policy since George Schultz left foggy bottom on January 20, 1989. I take that back, the last adult to manage our foreign policy was James A. Baker, who left foggy bottom on August 23, 1992. It has been unipolar willy nilly serially destroying nation after nation ever since.

It has got to stop. I just fear how it ultimately will stop.

If you’ve read this far, and you’ve read some of my articles and most if not all of Ian’s, then you might wish to Subscribe or donate. Ian has written over 3,500 posts, and the site, and Ian, need the money to keep the shop running. So please, consider it.

Four Randon Econonic, Political, Geopolitical and Scientific Musings

First economic: The US dollar is down 5% over the last six months against a basket of currencies. And over the past year, it’s lost 9.6%. The biggest winner against a dollar has been the euro which has gone up 13% however, which truly is a win for Europe because it makes their natural gas imports from the US less expensive. But their natural gas imports are still a poison chalice. Expect the dollar to continue its slide, perhaps precipitously at some point in the New Year.

There were large moves out of US equities in the spring confirming the adage “sell in May and go away.” What September will look like is anyone’s guess, especially as Israel is more than likely to start the second phase of its war against Iran? Or October—that worst of months for Wall Street? What happens if Iran closes the Straits of Hormuz and oil goes above 100 dollars a barrel? That would be great for oil producers, but it would be terrible for markets across the globe, even China, possibly leading to a worldwide recession, especially with Chinese growth being somewhere between 4% and 5% at present.

Regardless of what happens in September or October—both always being bad month’s economically for the US economy, America’s bond market and the value of the dollar will continue its downward trajectory because America’s lenders are now demanding gold for loans instead of treasuries. This smells to me like the beginning of the end of dollar hegemony.

It makes me wonder what kind of “store of value” the BRICS will adopt to support their currency? Will it be a basket of their currencies? Will it be backed by gold and petroleum? That would be truly hard-core, because it would mean we were in for a long era of tight money. Our entire lives, actually, the entire history has been based on easy money. And as you know money creation is only possible when using a fiat currency.

There are many ways to imagine what they’ll do. Maybe blockchain? Who really knows? But there are other commodities that do have a store value, silver among them, maybe even rare earths and others they could use. It certainly is an interesting time to live.

Second domestic political: Niall Ferguson in his interview by Charlie Rose posted a week ago on the Internet was asked about Trump‘s challenges of outright ignoring the constitution with the following question: are we the Roman Republic, is this or are we witnessing the collapse of the constitutional order like the Roman republic. Rose asks if Trump is Augustus. He clearly is not. I would say that Trump is more like Marius and the Kennedys were more like the brothers Gracchi. In fact, I made this argument on a graduate school paper that I got a very good grade on, but in which my professor seriously disagreed with my analogies. Regardless I would say that we are at the beginning of the end of our constitutional order, and that we are looking down the barrel of Caesarism. It’s on the way. Maybe two years, maybe four years but it’s coming. Will it be a general? Will it be a politician? Those are questions we simply can’t answer. But as Ian Welsh has consistently predicted America is heading for a collapse, be it constitutional or economic or both it’s gonna happen and there isn’t anything anyone of us can do about it. Besides, Ferguson, while whip-smart, is kind of a tool.

Third is about some weaknessess the SCO currently must contend with if they are to become the anti-NATO military block. Here they are in no particular order of importance: One, the nations that make up the SCO are too diverse and often times their interests do not align with everyone in the SCO. For example, China and India have serious border issues. Pakistan and India have serious issues in Kashmir. Those are just two examples of several potential conflicts between members of a block, supposedly to oppose NATO. The issues between Pakistan and India make the intra-NATO issues between Greece and Turkey look like a family arguement on Thanksgiving.

Second, as the former director general of Russian international affairs Council said in a recent interview, “ the mandate of the SCO is too general.” The SCO can focus on security, development, or terrorism. Not all three.

Third, China is by far the most powerful member of the SCO and that creates a dangerous asymmetry in the organization. Much like the United States dominated NATO for so long and skewed it’s purpose after the Cold War for its own unfathomable means.

Fourth: This essay on the relative merits of “Superradiance,”.  Is well worth the three minutes it will take to read, plus it is comprehensible to the layman. The essay describes Superradiance as “a collective quantum optical effect in which a group of emitters, such as atoms or molecules, emit light in a highly coherent and amplified manner.  In the context of mammalian neural systems, superradiance occurs when a group of neurons collectively emit photons, resulting in a stronger and more coherent signal compared to individual neuron emissions. This coordinated emission of photons across vast networks of microtubules within neurons could potentially achieve the long-range coherence necessary for the emergence of consciousness.”

The essay stands as a correction of sorts to Sir Roger Penrose’s “Orchestrated objective reduction (Orch OR)” theory of human consciousness, which Wikipedia describes thusly: Orch Or “is a controversial theory postulating that consciousness originates at the quantum level inside neurons (rather than being a product of neural connections).” In short, says Penrose, “Consciousness does not collapse the wave function; instead it is the collapse of the wave function that produces consciousness.”

One thing we do know is that consciouness is decidely not computational and most likely occurs in the quantum realm.

As you can tell, I dig this kind of stuff.

If you’ve read this far, and you’ve read some of my articles and most if not all of Ian’s, then you might wish to Subscribe or donate. Ian has written over 3,500 posts, and the site, and Ian, need the money to keep the shop running. So please, consider it.

Come and See: A Belarussian and Russian Film On The Partisan War In 1943

I just watched the first half of иди и смотри, in English, “Come and See.”  I had to stop. It was just too much. It’s not like the first 25 minutes of Saving Private Ryan, it is random, crazy, evil violence committed on peasants who are not really supporting the partisans.

This rarely happens to me, but on minute I smiled, the next I wanted to wretch, and the next I got misty eyed.  I’m attemping to watch it in the original Russian but it is hard because it is in essence peasant Russian and their accents are pretty damned hard to unpack at times so sometimes I have to rewind and turn the subtitles back on.

I was told by a dear Russian friend–who lives in Russia–that Come and See captures the wanton brutality of war in its essentially random nature.

I can not say yet as I reccoment this film from 1987–that was damn near shitcanned by Soviet censors and I can understand why. It is harsh, beautiful, tender, cruel and arbitrary in equal measures. If you have the stomach, go ahead but be warned.

More when I finish.

If you have seen it, please share.

If you’ve read this far, and you’ve read some of my articles and most if not all of Ian’s, then you might wish to Subscribe or donate. Ian has written over 3,500 posts, and the site, and Ian, need the money to keep the shop running. So please, consider it.

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