Define Your Terms!

One of the reasons that the things being written—posts, columns, editorials, and just about every other kind of opinion piece—that are being written are so frustrating for me is that they are just too darned post-modern. Many if not most of the arguments made depend on peculiar or counter-intuitive definitions of things. That’s why, for example, I rarely write about “wokeness” or DEI. DEI, just to look at one of them, stands for diversity, equity, and inclusion. You can sum up my views on that subject in one not particularly grammatical sentence. Diversity—yes; inclusion—yes;equity—no. As used “equity” means racial discrimination. That’s how Ibram X. Kendi defined it: “The only remedy to past discrimination is present discrimination.”

In light of that in anticipation of some comments about what I think is a very good but puzzling post, I want to define some terms as I use them.

Term Definition
Globalization businesses start operating at an international scale. That includes importing finished goods, intermediary goods, and raw materials as well as using imported or offshore workers
Middle class we do not have social classes in the United States. Here it means middle income, which I define as plus or minus one standard deviation from median income
“Hollow out” an increase the standard deviation from median income

The post is Noah Smith’s post, “Globalization did not hollow out the American middle class”. In the post Mr. Smith neglects to define globalization, middle class, or “hollow out”. He also does not define “manufacturing” although from context he apparently means manufacturing finished good which is not how I would use the term. I would define manufacturing as any step from extraction through finished goods manufacturing. I would also point out that with organizations like Temu globalization now includes retail sales.

I think it is obviously true that globalization, particularly businesses extending their supply chains into China, has, indeed, hollowed out the American middle class. Let’s break that up into pieces. American businesses have extended their supply chains into China and that has had an adverse effect on American manufacturing employment.


and

Now let’s look at incomes:

Looks like “hollowing out” to me.

Just about everything else in Mr. Smith’s post is a red herring. It doesn’t make any difference if other countries are manufacturing less, too. It doesn’t make any difference if we don’t import as much as some other countries do. All that makes a difference is whether we have been globalizing (we have) and whether the middle class is being hollowed out (it is). Perhaps Mr. Smith can come up with an alternative explanation for what we’ve experienced. His post does not include that.

Just for the record I don’t defend President Trump’s tariff strategy and, especially, I don’t think it will be effective at bringing extraction and manufacturing back to the United States. I think that will require much broader reforms, particularly tax reforms to which I suspect Mr. Trump would reject.

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Hot Spot

One of the hottest topics today was India’s attack on Pakistan. The editors of the Washington Post declaim:

A plausible way out of this mess exists, and it could follow a familiar script: Both sides can declare victory. India appears to already have paid a price for carrying out its attacks with the loss of its fighter planes. Even so, India maintains that its strikes were sufficient revenge for the Pahalgam atrocity. Pakistan’s friends, including China, should now help find an acceptable narrative for their side, perhaps by claiming that the downing of the Indian planes has restored deterrence. There are signs that this might be happening. On Wednesday, Pakistani Defense Minister Khawaja Asif indicated to Bloomberg TV that “if India backs down, we will definitely wrap up these things.”

Once both sides have stepped back from the brink, diplomacy will need to continue. India could reinstate the Indus Waters Treaty with Pakistan it had suspended after the Pahalgam attack, perhaps in exchange for visible efforts by Pakistan to rein in the terrorist networks operating within its borders. Most of all, Delhi and Islamabad should work to reestablish diplomatic and military back channels. Nuclear brinkmanship is hair-raising in any context; it’s even worse when the two sides are not communicating.

while Wall Street Journal columnist Sadanand Dhume remarks:

Indians are right to wonder why Pakistan picks fights with a larger neighbor. It happens in large part because in the Islamic Republic of Pakistan, the army—steeped in hostility toward “Hindu India”—calls the shots. For India, ending the symbiosis between the Pakistani army and jihadism in the near term may not be possible. But New Delhi has no choice but to try.

Wednesday’s strikes send a message to Pakistan that it can no longer expect to target Indians with impunity and that it will be held responsible for groups that shelter on its soil. Even if the U.S. doesn’t play an active part in the conflict, it should wish India well. A less dangerous Pakistan would be a gift to the world.

A key problem is that both India and Pakistan are nuclear powers. That Pakistan should support Kashmiri terrorists is reckless on their part. Just as is the case in Israel and the Palestinians Pakistani militancy has resulted in the rise of Hindu nationalism in India. I have said for years that the most likely place for a nuclear war to begin is between India and Pakistan and the danger of that is probably higher now than at any time in the past. This would be a very good time for Russia and the United States to agree on their opposition to escalation of the conflict between India and Pakistan. Unfortunately, both countries are otherwise preoccupied.

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Leo XIV (Updated)

Well, that was quick. The College of Cardinals has elected a Chicagoan to the papacy, Robert Prevost. He’s a Southsider and, reportedly, a Cubs fan. I think that we can infer from that that he’s tough.

From his selection of the name Leo XIV we can infer that he intends to modernize the Church and to concentrate on social justice.

I’m not sure what we can infer about why he was selected. That he is a native speaker of English and speaks French, Italian, and Spanish probably didn’t hurt. Having served both in North (United States) and South (Peru) America probably didn’t hurt, either. 53 cardinals are European, 37 from the Americas, 23 from Asia, 18 from Africa, and 4 from Oceania. I wouldn’t be surprised if the election doesn’t reflect worry about the United States on the cardinals’ part. Europeans have been worried about the United States for almost 300 years.

Update

His brother insists he’s always been a White Sox fan and doesn’t know how the rumor that the new pope is a Cub’s fan got started. At this point only divine intervention can help the White Sox.

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What’s the Endgame for “Anti-Politics”?

John Halpin has a very interesting post at Liberal Patriot on what he terms “anti-politics”,

public opposition to traditional democratic norms and procedures ranging from radicalism and conspiracy theories to elite technocracy and one-man authoritarian rule

He goes on to characterize the two leading figures in right-wing anti-politics, Donald Trump:

Anti-politics in America is exemplified by two populist leaders from the right and left: Donald Trump and Bernie Sanders. Trump is America’s leading master of a certain kind of anti-politics emanating from the nationalist right: against all established institutions they don’t control, dismissive of “elites” and “experts,” distrustful of elections and political processes that don’t advance their positions, disdainful of outsiders, and dedicated to the belief that only their leadership can break through governmental corruption to restore the country. Trump tries to achieve some ideological coherency in his approach, but his form of anti-politics ultimately boils down to an agenda based on his own whims, lifelong obsessions, demands for fealty, and attacks on anyone or anything that gets in his way.

Because of America’s two-party system, Trump has emerged as the world’s most successful practitioner of anti-politics, both in terms of taking over his entire party apparatus and in achieving notable election and governing successes. As seen in 2016 and 2024, there’s a relatively large constituency in the U.S. for his brand of anti-politics. Some right-wing populist and nationalist parties around the world have found governing success, such as Giorgia Meloni in Italy and Viktor Orban in Hungary. But other populist leaders and parties tend to operate mainly as opposition forces rather than governing entities and end up toiling away with relatively small voter support and multiparty systems that block their influence.

No current right-wing populist leader in the democratic world truly matches the scale and success of Trump’s efforts to turn anti-politics into real governing power.

and left-wing anti-politics, Bernie Sanders:

In contrast, Bernie Sanders represents a more ideological form of leftist anti-politics based on the primary belief that everything in American life is a rigged game that favors the wealthy. Although Sanders competes for influence within the Democratic Party, he remains an independent. His supporters despise establishment politics. His solution for nearly every problem is always to attack the “oligarchs” and “billionaires” and to replace plutocratic government with some nascent form of democratic socialism built on high taxation, nationalized health care, a smaller military, green energy policies, and universal social spending.

Leftist anti-politics generally performs better in continental Europe than in America given historical left-wing activism in countries like France, Greece, Portugal, and Spain. Unlike Trump, however, Bernie Sanders has been less successful in capitalizing on leftist anti-politics within America’s two-party system. Sanders and his progressive followers clearly have amassed influence but have never taken over or transformed the Democratic Party the way Trump did on the Republican side. Although Sanders has built a fiercely loyal constituency, and enjoys decent personal popularity and support for his attacks on the rich, he faces a strong counterbalance from moderate Democrats while his national support is capped by Americans’ general resistance to higher taxes, more governmental regulation of the economy, and higher social spending.

My question is what is the endgame for anti-politics? Here’s what Mr. Halpin has to say about that:

One possible end game is that Trumpian anti-politics from the right cements its power in government and maintains electoral advantages for the next few presidential cycles as a cohesive plurality movement with the ability to reach majority status by bringing in other disgruntled Americans who like their disruption and change. Given the president’s political skills, the dynamics of the Republican Party, and the reality of the Electoral College, this is a plausible if difficult scenario for Trump’s successor to pull off. Anti-politics worked well for Trump in 2024 but the viability of this approach four years from now is uncertain.

Another possible outcome is that Trump’s second term ends up in a ditch, probably due to economic mismanagement and right-wing culture wars. This could allow leftist anti-politics to finally take over the Democrats and convince enough disappointed Americans among the larger electorate to give the opposite end of the ideological spectrum a chance to prove their worth. This scenario is plausible but not probable. It would first require centrist and moderate Democrats to give up their internal fight for control of the party and then would require mainstream Americans to take on notably more progressive economic and cultural views than they currently hold.

A third scenario is that anti-politics on the right and left fails in the eyes of many Americans who instead band together to back a “return to normalcy” as represented by something other than the Trump or Sanders wings of their respective two parties. Since Trump is in power and completely dominates his party, this would most likely have to come from a moderate or reform-minded presidential nominee giving voice to this sentiment from the Democratic side. Joe Biden was elected in 2020 based on this approach but he did not deliver the goods in the eyes of most Americans thus fueling another round of anti-politics from Trump.

I agree with him that any “return to normalcy” is likely to be short-lived for the simple reason that ordinary establishment politics, whether on the left or the right, has run out of gas. Trump illustrated that in 2016 when he ran over all of his Republican opponents for the nomination, a blow from which the party may never recover.

On the Democratic side of the ledger it would be hard to come up with a better epitome of the problems of Democratic politics than those encountered by the Biden Administration. You can’t do what they want to do without spending money. They won’t raise taxes because that would alienate their own funders. They won’t increase production because that would alienate their supporters for whom the environment is a significant of overwhelming importance. Spending more money beyond the increase in aggregate product, i.e. borrowing or just printing money, produces inflation which undermines your support among the bottom four quintiles of income earners, i.e. most of the country.

And that illustrates my problem with anti-politics whether the right-wing version or the left-wing. The numbers just don’t add up. Cutting taxes beyond a certain point makes it impossible to pay for the things you support while raising taxes beyond a certain point kneecaps the private economy.

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The Next Pope

At Time Aryn Baker speculates on who will be elected as the next pope:

Any baptized man can become pope, but traditionally he (and it is always a ‘he’) is elected from the college of Cardinals. This year, possible contenders range from Francis’ liberal-leaning secretary of state, Italian Cardinal Pietro Parolin, to Cardinal Robert Sarah of Guinea, an ultra-conservative and outspoken critic of Francis. We could also see, for the first time, an American pope, a pope from Sub-Saharan Africa, or an Asian pope.

With campaigning frowned upon, consultations secretive, and coalitions in constant flux, it is impossible to predict an outcome or even a list of top contenders. “The trash heaps of church history are littered with the carcasses of journalists who have tried to predict the next pope,” wrote long-time Vatican analyst John L. Allen in the National Catholic Reporter in a prelude to a list of potential candidates to replace Pope John Paul II in 2005. As if to prove his point, Joseph Aloisius Ratzinger, who greeted the world from the St. Peter’s balcony as Pope Benedict XVI a few days later, didn’t even make Allen’s list. Argentina’s Jorge Mario Bergoglio did—but it took another round before he was named Pope Francis in 2013, upon Benedict’s resignation.

She considers seven prospective candidates.

I don’t honestly know whether any of those mentioned will become the next pope. Experience suggests if will be someone else. What I do know is that the conclave may give us a rare window into what the most senior members of the hierarchy think is the gravest challenge facing the Church—its changing “center of gravity”, loss of European influence (another version of the same thing), faction within the Church, social issues, or something else.

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Considering Tariffs

I believe that this post by Michael Lind on tariffs at Tablet is worth considering. Here’s a snippet:

In 2023, China’s share of value-added production in manufacturing was 29 percent of the world total—more than the United States, Japan, Germany, and India combined. China’s lead in global gross manufacturing production in 2020 was even greater: 35 percent, more than the combined total of the United States, Japan, Germany, India, South Korea, Italy, France, and the United Kingdom. Today China produces a third of global automobile manufacturing, half of the world’s steel, and 80 percent of the global civilian drone market. China is second only to Japan in manufacturing robots and is the world’s leader in factory robot installations. While China controls half of global commercial shipbuilding, America’s share of the global shipbuilding market has dwindled to 0.1 percent. What this means is that while the United States may lead China in the number of overseas bases and military spending, China would find it much easier than the self-weakened, partly deindustrialized United States to convert its superior civilian manufacturing base to military production.

I suspect that my views on tariffs are somewhat lighter that Mr. Lind’s. Basically, I think that regardless of how damaging they will prove to the U. S. economy we must impose tariffs on Chinese imports. China is a special case. Mr. Lind explains why in this passage:

Chinese state-backed firms dump subsidized products into the U.S. market, wiping out American manufacturers. Then, instead of buying an equivalent amount of American-manufactured goods, Chinese entities invest in American real estate or purchase American financial assets, driving up the value of the dollar, to the detriment of American exporters and the benefit of Chinese exporters.

but I think that Mr. Lind is mistaken in his views on “sector-specific tariffs”. The reality we face is that the entire supply chains for defense-critical goods must be based in the United States or, at worst, in North America. We really have no other choice.

Anyway, read the whole thing.

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Disarray

I have found an enormous proportion of the opinion pieces whether editorials, columns, or blog posts remarkably uninteresting. Republicans support Trump. Democrats oppose Trump. Those who are independents or disaffected from both political parties don’t really know what the heck is going on or, indeed, why the political parties are behaving so erratically. Let’s recap.

Back in 2016 Donald Trump obliterated the Republican establishment by prevailing over eleven major Republican aspirants and who knows how many minor ones representing every faction in the party to become the Republican presidential candidate for president in the general election. There is no longer a “Republican establishment” and won’t be as long as Donald Trump is the leader of the party. He isn’t a libertarian, a paleoconservative, or a “Reagan conservative”. His beliefs are whatever he says they are on the day that he’s asked. We know he’s in favor of cutting taxes, opposes illegal immigration, and thinks the U. S. has been taken advantage of by allies and adversaries alike. He likes tariffs but may not understand them. After that it gets fuzzy.

After having devoted considerable energy to impeaching Trump twice and prosecuting him in court who knows how many times only to lose the presidency, House, and Senate to him and the Republicans the Democratic Party is rightly described as “leaderless”, “rudderless”, and “flailing”. What does the party stand for? No one is entirely sure.

My own complaint about the Democratic Party is that it is not presenting workable alternatives to the policies Trump and the Republicans are espousing. IMO opposing Trump and the Republicans is not enough. They are hampered in presenting workable alternatives by their devotion to public employees’ unions. I recognize you’ve got to “dance with the one that brung ya” but uncritical loyalty to public employees’ unions is driving the most Democratic states and cities into insolvency.

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Who Knows What Tomorrow May Bring?


I don’t believe I’ve ever linked to Tucker Carlson before let alone embedded a video of his like the one above but I found his interview of George Friedman very interesting. I listened to about 20 minutes of it and then downloaded the transcript and read that. I recommend you read the transcript. If, like me, you read a lot faster than they talk you can get the information from it without investing as much time as you would in listening to the interview.

I found Dr. Friedman’s remarks very interesting and, indeed, very closely aligned with my own views. They included:

  • U. S. security is founded on naval power
  • The U. S. dominates space
  • The outcome to date of the war in Ukraine has largely been the consequence of intelligence derived by the Ukrainians from the U. S., which I found somewhat surprising
  • However many ships the Chinese have China does not present a tactical vulnerability to the U. S. because they are, essentially, bottled up which I also found surprising
  • The dependence of U. S. companies on Chinese industrial production is a major tactical and strategic vulnerability

Listen to or read the whole thing.

I’m not as convinced as Dr. Friedman is that President Trump is a structurally significant president in the way that Jackson, Lincoln, T. Roosevelt, and FDR were. As I’ve said before I think Trump is his own worst enemy, particularly his shooting off his mouth and his ignorance of (and lack of patience with) the way things work in the federal government. We will see.

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Betting on the Pope

The prediction markets have wasted no time in handicapping who will be elected as the next pope of the Roman Catholic Church. Alexander Osipovich reports at the Wall Street Journal:

At Polymarket, a popular crypto-based platform, users have traded more than $13 million worth of contracts that will pay off if their holders make accurate predictions about the next leader of the world’s 1.4 billion Catholics.

Meanwhile, around $4 million worth of similar contracts have changed hands at Kalshi, a rival prediction market. Kalshi—which unlike Polymarket is open to Americans—began taking wagers on the next pontiff just hours after the death of Pope Francis on April 21.

Who are the favored picks?

The current front-runner is Cardinal Pietro Parolin, the Vatican’s secretary of state, with a 27% chance of winning as of Friday afternoon, according to Polymarket. In second place is Cardinal Luis Antonio Tagle, a Filipino dubbed the “Asian Francis,” at 21%.

Another favorite among some bettors is Cardinal Peter Turkson of Ghana. The African cardinal’s chances on Polymarket mysteriously surged from 7% last week to 14% on Friday, putting him in third place. The same three cardinals are top contenders at Kalshi, as well as at U.K. bookmakers that allow betting on the next pope.

Although I think it would be great if an African or East Asian bishop were elected pope, I suspect with the challenges the Church is facing in Europe these days Cardinal Parolin is likely to be elected. My pick would be Wilton Gregory. He’s retired now but he was formerly the archbishop of Washington, DC.

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Well, That Was a Surprise

At Reuters Steve Holland, Gram Slattery and Erin Banco report:

WASHINGTON, May 1 (Reuters) – U.S. President Donald Trump ousted his national security adviser Mike Waltz on Thursday and named Secretary of State Marco Rubio as his interim replacement in the first major shakeup of Trump’s inner circle since he took office in January.
Trump, in a social media post, said he would nominate Waltz to be the next U.S. ambassador to the United Nations, adding that “he has worked hard to put our nation’s interests first.”

UN ambassador is a sort of off-again, on-again cabinet position so I guess that’s a demotion but it’s not entirely surprising—he broke a cardinal rule: don’t embarrass the boss. But he wasn’t entirely “ousted” either so I guess it’s more of a slap on the hand.

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