Ian Welsh

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

Western Leaders Continue To Live In A Delusional LaLa Land With Respect To The Ukraine War

Putin's Goals by GrimJim

Putin’s goals by GrimJim

So, the Europeans have said that Russia must grant an unconditional 30 day ceasefire, or they’ll ramp up aid to Ukraine and put on more sanctions, including some against Nord Stream II. They claim Trump is onside, but Trump hasn’t confirmed this.

The Russians have indicated willingness for a thirty day ceasefire, but they have a condition: for those thirty days, weapon shipments from the West to Ukraine must stop and Putin has straight up rejected the unconditional ceasefire.

What a surprise.

What Europeans want is for Russia, which is winning on the ground, to give them thirty days to rearm Ukraine. Can’t imagine why Russia won’t go for that.

The Euros are delusional. They have no leverage. They’ve already said they intend to end all energy purchases from Russia as soon as they can. (That isn’t yet, they’re buying tons of Russian energy still, it just goes thru India first.)

Why the hell would Russia agree to give Ukraine time to re-arm and entrench without something in return.

Once again, Russia’s best alternative to a negotiated agreement is to simply win the war. And while advances are still slow, they’re all on Russia’s side and the Ukrainian army is showing signs of being near the breaking point. They’ve also been pushed past almost all of their prepared defenses.

Personally, I think Putin is being incredibly generous offering a ceasefire at all. I think that’s a mistake.

But the Euros are living in LalaLand. They don’t have any real leverage and they keep acting like they do. Ukraine is losing. Nothing the US and Europe can do, short of declaring war, will change that fact. And since the Euros have admitted the Minsk accord were signed with the intention of building up the Ukrainian army for another war, well, why the hell would Putin want to make a new deal that creates another frozen conflict?

Just insane. Europe doesn’t get that they are a has-been power, in serious decline and that they just can’t push other nations around any more. They don’t have the muscle or the industrial base or the tech lead any more.

The war will be ended on Russia’s terms unless Putin is incredibly foolish. That’s possible, contrary to the Western narrative Putin isn’t a Hawk, he’s the least Hawkish person anywhere near power in Russia. If he was to have a heart attack tomorrow, whoever replaced him would be far more militaristic and far less restrained. Putin prefers peace. He’s just learned, probably, that peace can’t be made with the West, it must be imposed.

This blog has always been free to read, but it isn’t free to produce. If you’d like to support my writing, I’d appreciate it. You can donate or subscribe by clicking on this link.

Week-end Wrap – Political Economy – May 11, 2025

by Tony Wikrent

 

Strategic Political Economy

Congressman Casten: Trump’s Assault on the Rule of Law Is Causing Capital Flight Out of U.S. by Foreign Investors

Pam Martens and Russ Martens, May 5, 2025 [Wall Street on Parade]

Last Wednesday, Congressman Sean Casten, Democrat of Illinois, stated the following in an open meeting of the House Financial Services Committee:

“For the first time in my memory, foreign investors are not only fleeing U.S. equities but are fleeing U.S. Treasuries. I met with banks last week – banks under our jurisdiction – who said that the international community is putting a risk premium on investments in the United States because of regulatory risk and because they question whether the rule of law that they depend on to execute contracts in the United States will be executed as it will be in European markets where that capital is running to.

“So, if you need to tell yourself before you go to bed that you’re a deficit buster, fine, but just acknowledge you’re lying. This is not about deficit busting. This is about making rich people richer, and that’s it.”

 

Has Asia just taken a step away from the US dollar?

Alice Li, 7 May 2025 [South China Morning Post]

Asia’s largest economies have broken new ground by approving an emergency financing tool using the yuan and other local currencies

Великая Отечественная война — The Great Patriotic War

Soviet War Propaganda showing gratitude for the allies. I own about a dozen WWII Soviet posters.

This post is for a Russian friend of mine. Руфина Сергеевна Гашева, Rufina Sergeyevna Gasheva was born 14 October 1921. Ruffik, as she asked me to call her–was proud to have a young American friend. I have a stack of letters to prove it.

I met Ruffik back in 2002. I was in Moscow with my soon to be wife and her best friend, Nastya (diminutive of Anastasia). Nastya dearly wanted to see her babushka, which was the last thing I wanted to do. Hear stories from some old lady? Good grief. But I went to keep my wife-to-be happy. One of the best decisions I ever made. After meeting Cpl. Ed Neidermeir of the 42 Division (aka: Rainbow Division) who saw his first action on 16 June 1918, meeting Ruffik and hearing her stories–I made it a point to visit her the next time I was in Moscow to hear more–was the single most serendipitous event of my life.

95 of the 12,777 recipients were women.

Ruffik was an educator her entire life and appreciated my historical knowledge. That’s probably why we hit it off. An hour or so after we had tea and had listened more eagerly after each anecdote she hobbled out of the room, down the hall and dug into a closet. She brought back a box and asked me to open it.

I gasped. I held in my hands a Герой Советского Союза (Geroi Sovietskovo Sayuza – Hero of the Soviet Union) the literal equivalent of a Congressional Medal of Honor. Speechless, I pulled a very heavy gold star on a red ribbon from the box. The Diameter of the star was 30 mm, and it weighed 33.04 grams.

So what did this affable and garralous octogenarian do to win such an incredible honor. First, she volunteered in September of 1941. She very quickly mastered the Po-2 Kukuruznik (the mule); an all weather, Soviet multi-role biplane. Its first flight was 24 June 1927, a year later the first hundred of an estimated 30,000 Po-2 entered service. In 1941 some wiseacre decided it would make an excellent light night bomber. It was fitted with a machine gun for the navigator and each wing was fitted with either two 50kg bomb carriers or one 100kg bomb carrier.  The renamed U2-vs Войсковая серия – (voyskovaya seriya) was born just in time for Ruffik’s graduation in February 1942.

Her first posting was in Engels, on the Volga River, with the 588th Night Bomber Regiment. Her baptism by fire was in May 1942 in the Battle of the Kavkaz (the Caucasus). She went on to fight in every major battle on the Eastern Front, all with the 588th, which as an all female regiment was soon called the Night Witches by the Nazis.

Wikipedia explains the 588th’s effects on the enemy quite well:

The material effects of these missions may be regarded as minor, but the psychological effect on German troops was noticeable. They typically attacked by surprise in the middle of the night, denying German troops sleep and keeping them on their guard, contributing to the already high stress of combat on the Eastern front. The usual tactic involved flying only a few meters above the ground, climbing for the final approach, throttling back the engine and making a gliding bombing run, leaving the targeted troops with only the eerie whistling of the wind in the wings’ bracing-wires as an indication of the impending attack. Luftwaffe fighters found it extremely hard to shoot down the Kukuruznik because of two main factors: the pilots flew at treetop level where they were hard to see or engage and the stall speed of both the Messerschmitt Bf 109 and the Focke-Wulf Fw 190 was similar to the U-2s maximum speed, making it difficult for the fighters to keep a Po-2 in weapons range for an adequate period of time.

An unexpected weapon.

By the end of the war she flew an insane 848 combat missions. It was in December of 1944 after her 823rd sortie that she was nominated for the Hero of the Soviet Union. She recieved it on 23 February, 1945. Ruffik lived a long, happy life, she was 91 years old on May 1, 2012, the day she died.

I bring Ruffik, this remarkable woman, to your attention because of Trump’s most recent utterly disrespectful and ignorant comments about the United States of America’s role in World Wars One and Two. Trump said about both wars: “nobody was close to us in terms of strength, bravery, or military brilliance” in both world wars, and that “we did more than any other country, by far, in producing a victorious result in World War II.”

Two rebuttals. First, give this eloquent young woman a listen. She knows of what she speaks.

If I’ve given anyone the idea we were sitting in therapy circles farting  The White Album a few facts are in order: it is indisputable that the United States built and gave away (most to the Soviet Union) an enormous amount of trucks and other non-lethal industrial goods, including food. We also beat the snot out of the Japanese in the Pacific single-handedly. The Chinese and Japanese slugged it out with a level of brutality that was only superceded by our nuking of them. Simultaneously we rebuilt Britain’s Atlantic destroyer fleet–necessary to hunt submarines. We also fed Britain to a large degree and did what we could for France until it fell. Anyone stupid enough laugh at and poke fun at the French for their performance in World War Two doesn’t understand fuck all about the losses France endured in World War One. On a per capita basis they lost more to war and disease than the Soviets did during World War Two. Moreover, we liberated Algeria, Tunis, Libya, Sicily, Italy and France at the cost of 407,316 dead.

But . . .

First, let’s discuss Soviet fighting and German deaths for a moment. In 1942 during El Alamein, Montgomery faced 4 1/2 divisions of the Wehrmacht (76,000 soldiers). At the same time 190 German divisions (3,230,000 soldiers) were slugging it out with the Soviets across the entire Western face of the Soviet Union. From Leningrad to Stalingrad and right up to the Caucasus Mountains Übermensch transcended traditional Western morality and killed untermenschen for sport. (Too bad they shot back!)

Second, when we landed on Normandy on 6 June 1944, 93% of ALL German casualties were on the Eastern Front.

Finally, by the time we got to the Rhine 2/3’s of all German soldiers had been felled by the Red Army. We may have been the arsenal but as John Mearsheimer describes it better than any other commentator I’ve ever heard: The Soviets paid the blood price.

All 27,000,000 of them.

PS–Ask me to explain France and World War One sometime, then you will understand what happened in World War Two.

Open Thread

Use to discuss topics unrelated to recent posts.

Both The UK and Germany Are Going to Go Full Anti-Democratic or Full Trumpian

So, Starmer continues his massive austerity program, just kissed Trump’s ass with a terrible trade deal, and:

Meanwhile, in Germany:

Christian Democrat Friedrich Merz has been confirmed as Germany’s new chancellor. His grand coalition is off to a rocky start — and its call on Germans to swallow austerity is sure to make things worse…

… Merz’s cabinet completely sidelined the more socially conscious “Christian-social” wing of his party. New SPD head Lars Klingbeil initially promised a complete turnaround, a “generational change” for the party after the failures under previous chancellor Olaf Scholz. No one from the left wing of the SPD is represented in government…

What they’re going to try is some military Kenesianism. It won’t work.

So, the AfD, Germany’s right wing Trumpist style party will either wind up in charge soon, or it will be banned or lawfared into the ground.

Centrists spent generations crushing the left. Starmer purged Labour almost entirely of the left after he became leader. But a lot of ordinary people want centrists out. Since the left is usually not viable, they go right, and by right I mean damn near Nazi.

Anyway Merz is a ‘tard, the last gasp of the centrists: “give the rich even more money. More! More! More! Hurt ordinary people to pay for it!” Then come the fucking Nazis. Or, if they refuse to let them win, democracy effectively dies, and violent resistance will begin.

Absolute morons, so blinded by neoliberal ideology and greed that they refuse to ever really help ordinary people, with predictable results. I only hope that when the right does get in power, instead of lining up the trans, gays and socialists first they say hello to people like Merz and Starmer and they get to reap as they have sowed.

Oh, and those people supporting parties like the AfD and Reform who aren’t rich fascists? You’re idiots. Fools. Poltroons. Morons. They will betray you and hurt you, just as Trump has done to the majority of his supporters. Go left, or be destroyed. Your choice and most of you are making the wrong one.

Democracy is the theory that the common people know what they want, and deserve to get it good and hard. – Mencken

This blog has always been free to read, but it isn’t free to produce. If you’d like to support my writing, I’d appreciate it. You can donate or subscribe by clicking on this link.

Aeschylus Was As Right 2,540 Years Ago As He Is Right Today

2,540 year ago Aeschylus said,”in war truth is the first causualty.” Even though this might be true it should not preclude us from making every attempt possible at uncovering and showing others the truth. I believe in the truth as much as I believe it is capable to be objective. Anyone who says that an “objective journalist is a myth,” is a liar with an agenda. Do we all have biases? You bet. It is in the recognition of said biases and overcoming them is how the truth emerges.

That said, the best, most balanced site concerning operational, strategic and tactical reporting on the Russo-Ukrainian Warcan be found at the Austrian Military Academy.

These two are the most recent, here and the Ukrainian Purgatory, here. Both are in flawless, if somewhat accented, English.

Perhaps we can claw back a bit of truth from the great Greek dramatists hell.

Fixing Education In The Age of “AI” Is Simple, But Hard

As has been noted, AI is being used to cheat. A lot:

Lee said he doesn’t know a single student at the school who isn’t using AI to cheat. To be clear, Lee doesn’t think this is a bad thing. “I think we are years — or months, probably — away from a world where nobody thinks using AI for homework is considered cheating,” he said.

Clio, the Muse of History

Clio, the Muse of History

He’s stupid. But that’s OK, because he’s young. What studies are showing is that people who use AI too much get stupider.

The study surveyed 666 participants across various demographics to assess the impact of AI tools on critical thinking skills. Key findings included:

  • Cognitive Offloading: Frequent AI users were more likely to offload mental tasks, relying on the technology for problem-solving and decision-making rather than engaging in independent critical thinking.
  • Skill Erosion: Over time, participants who relied heavily on AI tools demonstrated reduced ability to critically evaluate information or develop nuanced conclusions.
  • Generational Gaps: Younger participants exhibited greater dependence on AI tools compared to older groups, raising concerns about the long-term implications for professional expertise and judgment.

The researchers warned that while AI can streamline workflows and enhance productivity, excessive dependence risks creating “knowledge gaps” where users lose the capacity to verify or challenge the outputs generated by these tools.

Meanwhile, AI is hallucinating more and more:

Reasoning models, considered the “newest and most powerful technologies” from the likes of OpenAI, Google and the Chinese start-up DeepSeek, are “generating more errors, not fewer.” The models’ math skills have “notably improved,” but their “handle on facts has gotten shakier.” It is “not entirely clear why.”

If you can’t do the work without AI, you can’t check the AI. You don’t know when it’s hallucinating, and you don’t know when what it’s doing isn’t the best or most appropriate way to do the work. And if you’re totally reliant on AI, well, what do you bring to the table?

Students using AI to cheat are, well, cheating themselves:

It isn’t as if cheating is new. But now, as one student put it, “the ceiling has been blown off.” Who could resist a tool that makes every assignment easier with seemingly no consequences? After spending the better part of the past two years grading AI-generated papers, Troy Jollimore, a poet, philosopher, and Cal State Chico ethics professor, has concerns. “Massive numbers of students are going to emerge from university with degrees, and into the workforce, who are essentially illiterate,” he said. “Both in the literal sense and in the sense of being historically illiterate and having no knowledge of their own culture, much less anyone else’s.” That future may arrive sooner than expected when you consider what a short window college really is. Already, roughly half of all undergrads have never experienced college without easy access to generative AI. “We’re talking about an entire generation of learning perhaps significantly undermined here,” said Green, the Santa Clara tech ethicist. “It’s short-circuiting the learning process, and it’s happening fast.”

This isn’t complicated to fix. Instead of having essays and unsupervised out of class assignments, instructors are going to have to evaluate knowledge and skills by:

  • Oral tests. Ask them questions, one on one, and see if they can answer and how good their answers are.
  • In class, supervised exams and assignments. No AI aid, proctors there to make sure of it, and can you do it without help.

The idea that essays and take-home assignments are the way to evaluate students wasn’t handed down from on high, and hasn’t always been the way students’ knowledge was judged.

Now, of course, this is extra work for instructors and the students will whine, but who cares? Those who graduate from such programs (which will also teach how to use AI, not everything has to be done without it), will be more skilled and capable.

Students are always willing to cheat themselves by cheating and not actually learning the material. This is a new way of cheating, but there are old methods which will stop it cold, IF instructors will do the work, and if they can give up the idea, in particular, that essays and at-home assignments are a good way to evaluate work. (They never were, entirely, there was an entire industry for writing other people’s essays, which I assume AI has pretty much killed.)

AI is here, it requires changes to adapt. That’s all. And unless things change, it isn’t going to replace all workers or any such nonsense: the hallucination problem is serious, and researchers have no idea how to fix it and right now there is no US company which is making money on AI, every single query, even from paying clients, is costing more to run than it returns.

IF AI delivered reliable results and thus really could replace all workers. If it could fully automate knowledge work, well, companies might be willing to pay a lot more for it. But as it stands right now, I don’t see the maximalist position happening. And my sense is that this particular model of AI, a blend of statistical compression and reasoning cannot be made to be reliable, period. A new model is needed.

So, make the students actually do the work, and actually learn, whether they want to or not.

This blog has always been free to read, but it isn’t free to produce. If you’d like to support my writing, I’d appreciate it. You can donate or subscribe by clicking on this link.

 

Turns Out You Can’t Make A Deal With Trump (University and Law Firm Edition)


The NYTimes writes:

Columbia University, for example, agreed to concessions that included imposing new oversight over its Middle Eastern studies department and creating a security force empowered to make arrests. But that was not enough to restore the more than $400 million in grants that the Trump administration had canceled, or to prevent the administration from making even more demands.

Law firms like Paul Weiss, which thought they had escaped punishment by agreeing to do pro bono work for uncontroversial causes, discovered that Mr. Trump saw their agreements as a blank check for them to do his bidding.
As my colleagues have reported, the law firms discovered that they had agreed to deals that “did little to insulate them from his whims.” One expert at Yale Law School said the “administration seems to think that they have subjected these firms to indentured servitude.”

As I wrote April 11th:

Trump operates on two simple rules:

  • For me to win, someone else has to lose; and,
  • If someone capitulates to my demands, I can still get more.

If you give in to Trump, he will be back.

Trump’s been going after both Big Law and the Ivies, and so far most, though not all, have given in. Four major “white shoe” law firms have offered 340 million in pro bono work for Trump’s causes and promised not to oppose him.

All of them are idiots. Trump is a bully and a blackmailer. You can never “pay off” a blackmailer. They will always come back to the well for more.

And these are some of the most important, powerful and “smart” people in America. They’re morons. Much as I despise Harvard, they at least had the balls to stand and fight. It’s not out of any great principles or anything, they’re still pro-genocide scum, they just aren’t willing to give up their power.

Everyone’s getting this now. Finally. Domestically and externally. Even Japan is threatening Trump with selling Treasuries and standing with China in demanding an end to all tariffs before further negotiations.

On April 17th, I wrote:

I think the odds of significant elite opposition are high. They don’t want to, but Trump has backed them into a corner. It’s fight or exit the elites.

This is going to be a nasty fight. Trump’s weaponization of the immigration system and presidential orders, especially dubious presidential control over spending means he has powerful weapons, including the threat of deporting citizens to prison camps for life.

The fight is developing and the New York Times is the mouthpiece for elite opposition. Trump’s polls are shit, he’s failed to get a peace between Ukraine and Russia and the full tariff effects will start smashing Americans into the dirt in about a month.

Meanwhile Trump’s allies, like the tech bro faction, are not doing well. Tesla is doomed and most of the rest are betting vast sums on AI, which loses money with every single query, even from paying customers and where hallucination rates are increasing, not decreasing. Meanwhile China is working on new types of semiconductors and will soon be independent of Western semiconductor tech, just as ASML’s CEO warned.

Trump is a living embodiment of the “Peter Principle” that people rise to their level of incompetence. He’s going to be more unpopular than any President since Hoover and he’s taking US hegemony, and likely even prosperity, with him.

This blog has always been free to read, but it isn’t free to produce. If you’d like to support my writing, I’d appreciate it. You can donate or subscribe by clicking on this link.

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