The Emerging Confusion

In 2002 John Judis and Ruy Teixeira wrote a book called The Emerging Democratic Majority, the thesis of which was that the increasing percentage of the population of the U. S. of various minorities, who tended to vote Democratic, would result in a permanent majority of voters for Democrats. The book is well worth reading but I’ve been critical of that thesis on the grounds that I think Mssrs. Judis and Teixeira are mistaken about voter behavior.

Based on Mr. Judis’s Wall Street Journal op-ed, I gather that he agrees with me:

The most common reaction to the release of the 2020 census was summed up in the headline “Census Data show the number of white people fell.” The data show the number of whites declining by 8.6%. This observation was often coupled with a political projection: that while gerrymandering could benefit Republicans in 2022, the political future belongs to the Democratic Party, which commands large majorities among minorities.

But these conclusions about race and politics rely on misleading census results. Contrary to Democratic hopes and right-wing anxieties, America’s white population didn’t shrink much between 2010 and 2020 and might actually have grown.

“Races” are defined not by biology but by cultural convention. As late as the early 20th century, many Anglo-Americans didn’t identify Southern or Eastern Europeans as “white.” In 1918, 33-year-old Harry S. Truman, while visiting New York City, wrote his cousin: “This town has 8,000,000 people. 7,500,000 of ’em are of Israelish extraction. (400,000 wops and the rest are white people.)” After World War II, Jews and Italians became identified as “white.”

Something similar seems to be happening to many Americans of Hispanic and Asian origin. About 3 in 10 Hispanics and Asians intermarry, usually to a white spouse. According to a 2016 study by economists Brian Duncan and Stephen J. Trejo, 35% of third-generation Hispanics of mixed parentage no longer identify as Hispanic; and 55% of third-generation Asian-Americans of mixed parentage no longer identify as Asian. A 2017 Pew report found that among Americans of Hispanic origin who don’t identify themselves as Hispanic, 59% said that they were seen by others as white.

The racial identity of Hispanics is especially confusing because the census asks about “Hispanic, Latino or Spanish origin” separately from race. In the 2010 census, 53% of those who said they were of Hispanic origin checked off only “white,” a 58% increase in numbers from 2000. That rise in white Hispanics helped account for the increase in the number of whites from the prior census. But in the 2020 census, a mere 20.3% of Hispanics checked off only “white,” contributing to the 8.6% decline in the total number of people identifying only as white.

That dramatic change probably stemmed not from a shift in social consciousness or demographics, but from a subtle change in the 2020 question about race. In 2010 the census asked respondents to check off whether they were white, black or African-American, American Indian or Alaska Native, various varieties of Asian or Pacific Islander, and “some other race.” They may check off as many race boxes as are applicable.

You should be able to read the whole thing via the link I have provided but it is likely to be short-lived.

I think his conclusion is particularly telling:

That sorry fact is obscured by the census’s diversity indexes and by the use of terms like “people of color” or “nonwhite,” which suggest a commonality between African-Americans living in poverty in Chicago’s South Side and the Indian-American CEOs of Microsoft and Alphabet. The census may help with reapportionment and redistricting, but it doesn’t paint an accurate picture of America and its politics.

I have long found the term “people of color” noxious on the grounds that it is reification—making a thing of something that is not in fact a thing. I find it a political statement that does not reflect the reality.

The reality is that the Democratic Party has increasingly become the party of the rich and educated while the Republican Party has increasingly become the party of working people. There are still some affiliational aspects of party membership which explain, for example, why such a large percentage of blacks continue to vote Democratic.

Here in Chicago the percentage of blacks has dropped. I believe the census figures actually overstate the number of blacks in Chicago—COVID-19 and crime have driven an increasing number out of the city just in the last year. The political infighting over redrawing ward boundaries, who will win, and who will lose has already begun. Per the 2020 decennial census the plurality are white, the second largest number Hispanics, while blacks make up the third largest cohort. I don’t believe that Hispanic and Asian voters will make common cause with blacks to reduce the number of wards with white majorities. I think it will be the other way around and that when the dust has settled there will be fewer blacks in the Chicago City Council than there were.

I didn’t want to conclude this post without mentioning that I’m beginning to think that the French are right. In France as long as you speak French and adopt French culture you are French. And they think that France is for the French. The government doesn’t keep statistics on the country’s racial breakdown. It’s actually illegal to do so. That doesn’t mean that France is a parousia—far from it. But it does prevent the government from getting into muddles of the sort the Census Bureau has been fomenting for the last several decades.

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Recovering Credibility

After a litany of bad choices that threatened U. S. credibility Dennis Ross in his New York Times op-ed declaims that the U. S. will recover:

Each of these examples damaged American credibility worldwide, although not necessarily to the same extent. But countries continued to ask for — and offer — support.

Despite the messy exit from Kabul and the devastating bombings at the Kabul Airport, Afghanistan will be no different. Partners and allies will publicly decry American decisions for some time, as they continue to rely on the U.S. economy and military. The reality will remain: America is the most powerful country in the world, and its allies will need its help to combat direct threats and an array of new, growing national security dangers, including cyberwar and climate change.

That does not mean that the United States can dismiss the costs of its mistakes in Afghanistan. But it does show that America can recover.

He proposes several steps that might be taken:

  • Complete the evacuation of Afghanistan successfully.
  • Formulate a long-term plan for the greater Middle East in collaboration with European allies and regional stakeholders.
  • “Third, the administration must respond to enemy attacks or challenges to international norms with strength and conviction.”

I have a rather divergent view. I think that U. S. credibility on the world stage is based entirely on economic strength. The most important thing the U. S. can do to maintain its credibility is to start producing a lot more of what we consume. If we do that the rest will take care of itself. If we fail to do that, we will become irrelevant.

I would also use U. S. military strength more reservedly than we have over the last 30 years and when we do employ our military do so decisively and unambiguously.

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Unforeseen Effects

If you’re not aware of it today is the first day of school for Chicago Public Schools. The mayor has decreed that all CPS staff must be vaccinated and that various safety measures will be in place including universal masking and social distancing. ABC 7 Chicago reports that has had some unforeseen effects. There has been a mass resignation by CPS bus drivers:

Mostly selective enrollment and magnet school students are affected, officials said.

CPS said the bus companies have informed them that approximately 10% of their bus drivers have resigned, with at least 73 drivers resigning on Friday alone.

A statement from the district said, “According to the bus companies, the rush of resignations was likely driven by the vaccination requirements. As a result, the district went from being able to provide all eligible students a bus route, to being unable to accommodate transportation for approximately 2,100 students within a matter of days.”

Somehow I doubt that many CPS bus drivers are sporting MAGA hats. Thinking of vaccination reluctance as a partisan issue is simplistic. It’s an issue of trust and risk assessment and those are not limited to one political party or the other.

This does illustrate one of my gripes about politicians though. Somehow they imagine that actions don’t have consequences. In this case the consequence of the mayor’s decree was no school busses for some kids and extra expense for the CPS:

CPS has offered those families a $1,000 stipend for the first two weeks, with $500 per month after.

No word on where that money will come from. Presumably, the CPS has a roomful of money somewhere. $500 a week for bussing sounds like a lot to me.

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An Epitome

Do you remember that cloud computing initiative from the Department of Defense? After it was awarded the loser complained that it had lost for political reasons. Thenb the courts got involved. Then the entire contract was cancelled. At National Defense Meredith Roaten explains the latest developments:

The lucrative Joint Enterprise Defense Infrastructure program, better known as JEDI, didn’t make sense from a business perspective, said Alex Rossino, an advisory research analyst at Deltek. “It didn’t make sense on any level, honestly.”

The Pentagon awarded an eye-popping $10 billion contract to Microsoft in 2019, a decision that was swiftly protested by competitor Amazon Web Services and led to prolonged legal wrangling until the contract’s cancelation this summer.

The entire affair would be comic if it weren’t so tragic. It illustrates so many of the things that are wrong not just with the DoD but with our politics and information technology itself. Here’s the upshot:

Now, the military is shifting gears as it pursues a new cloud construct that will be the backbone of its joint all-domain command and control concept, which is meant to quickly connect sensors and shooters. The new program — known as the Joint Warfighter Cloud Capability, or JWCC — will be a multi-vendor, indefinite-delivery, indefinite-quantity contract effort.

While the Defense Department has lost time and resources pursuing JEDI, experts say the recent change of direction will not excessively delay the military’s information-sharing goals as envisioned with JADC2.

as remarkable an instance of making lemonade as I can recall. If you get into trouble for picking a vendor, concoct a scheme that won’t require you to pick vendors and call it a win. It also points out something I have been complaining about for as long as this blog has existed: the mismatch between the federal government and information technology. Agencies like the Department of Defense are such behemoths and so bound by their own processes that by the time they can actually negotiate and award a contract, it’s obsolete.

I’d like to go on the record as predicting that they’re underestimating the complexities of the multi-vendor scheme on which they’re now embarked. Cloud computing tends to tie you in to your vendor. It’s not like buying a box of laundry detergent where if you have a problem with Tide you just switch over to All.

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Why Don’t We Learn From Experience?

At the website of the American Foreign Service Association Ronald E. Neumann discusses why we have so stubbornly refused to learn from our experience with military interventions. The problems have persisted for longer than you might think—170 years, since the Mexican-American War. Here’s his thesis statement:

Iraq and Afghanistan were the latest in a 170-year history of American and State Department failure to figure out how to staff and run State’s part of military interventions. For the curious, I date State’s failure from 1848, when the department could not fill the U.S. Army’s request to send diplomats to help the Army manage civil affairs in conquered Mexican territory. Providing diplomatic personnel remained a problem in the latter half of the 20th century when every administration since President Harry Truman’s had foreign interventions that required diplomatic assistance. Nadia Schadlow has told much of this story in her book, War and the Art of Governance: Consolidating Combat Success into Political Victory (Georgetown University Press, 2017).

The staffing problem is an example of the persistent unwillingness to learn from our own past. I have lived some of the latest chapters of this story while serving in Iraq and Afghanistan. The difficulties in staffing interventions are many, but the underlying issue is that every intervention has been treated as a unique occurrence, often better forgotten than studied. Yet with more than 70 years of repeated military interventions requiring close civil-military operations in the field since the close of World War II, it is plainly unreasonable to assume that “never again” is a sufficient response.

He proposes four reasons:

  • Tour lengths that are too short undermine effectiveness
  • Confusing policy with implementation
  • Intellectual arrogance
  • Lack of a mechanism to “surge” staff

For more detail I suggest you go over and read the whole thing—it’s fairly terse. All I can add is that it comports well with my own experience of dealing with the internal workings of government agencies at all levels. I could propose solutions but they would all be pretty unpalatable. The most urgent need is civil service reform.

IMO problems are particularly acute within the foreign service. Their status just isn’t what it used to be. Most large businesses have been making their own foreign policies for decades and that has extended to much smaller businesses. It is not unusual for me to have a meeting that includes people from five timezones and as many countries. Like it or not that is conducting foreign policy.

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The Science Behind the Observation

In the past I’ve pointed out that, while electric vehicles are a fine idea for Southern California, they’re less fine for Minnesota. An article at SLAC National Accelerator Laboratory by Nathan Collins documents that as well as explaining why it is the case:

Lithium ion batteries are a bit famous for their poor cold-weather performance, and that has consequences for some of their most important applications – everything from starting an electric car in a Wisconsin winter to flying a drone on Mars.

Now, researchers at the Department of Energy’s SLAC National Accelerator Laboratory have identified an overlooked aspect of the problem: Storing lithium-ion batteries at below-freezing temperatures can crack some parts of the battery and separate them from surrounding materials, reducing their electric storage capacity.

SLAC scientist Yijin Liu and postdoctoral fellow Jizhou Li made the discovery while looking at the cold-weather performance of the cathode, the part of the battery electrons flow into when it’s in use. Initial studies found that storing cathodes at temperatures below zero degrees Celsius led batteries to lose up to 5% more of their capacity after 100 charges than batteries stored at warmer temperatures.

The explanation provided is that below-freezing temperatures result in differential cracking within the cathodes of the batteries. While it’s possible that problem can be solved, solving it in a way that makes economic sense may be a different matter.

To put the finding in perspective below freezing is an expected temperature in unheated garages in winter in locations north of the Mason-Dixon line which is to say most of the country. I wouldn’t construe the finding as demonstrating that EVs are useless but that, as I have also suggested, that they are niche products. It also suggests that the economy of EVs may be less.

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‘Splain Me

Something seems very different in the global economy right now. Export volumes are up but global supply chains are still a mess. From the Financial Times Alphaville:

After slumping in dramatic fashion during the second quarter of 2020, export volumes have since soared to the extent that, by September, they were above levels seen before pandemic began to impact the global economy and are now at an all-time high.

Yet how can this be the case when at the same time we read daily of global supply chain snafus from shuttered Chinese ports and seemingly chronic shortages of semiconductor chips?

On the face of it, it seems perplexing that we’re heralding an export boom at the same time as economists in manufacturing powerhouses such as Germany are warning the problems with sourcing parts are weighing on the GDP numbers.

[…]

According to the OECD, Australia’s exports increased 10 per cent between the first and second quarter. Brazilian exports shot up by 29.4 per cent. Russian exports grew by a whopping 30.7 per cent.

What do those countries have in common? They are all major commodities exporters benefitting from a triple whammy of “increasing prices, limited global supply and strong demand.”

Growth in exports from manufacturing powerhouses, meanwhile, has been more staid. Germany, for instance, only saw export growth of 1.3 per cent, while in China volumes shrank by 2.5 per cent.

It seems paradoxical to me. Are finished goods exports a lagging indicator? What’s going on?

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And What’s With the Fed?

Judging by Federal Reserve Chairman Jerome Powell’s recent remarks, reported here by NPR:

Federal Reserve Chairman Jerome Powell said on Friday the U.S. continues to recover from the pandemic recession, and that progress could allow the central bank to dial back its extraordinary efforts to prop up the economy later this year.

Powell cautioned, however, that the recovery remains uneven and unpredictable, and said the Fed will continue to monitor incoming data and adjust its policies as needed.

That reminds me of Augustine of Hippo’s ironic prayer, “Give me chastity and continence, but not right now.” There’s a problem but we won’t deal with until later.
Consider the report of inflation:


See that upswing at the end? That’s inflation now. We haven’t seen anything like this in more than 40 years. Inflation in the 70s was “transitory”, too, but it took heroic measures by the Fed to bring it under control.

I’m trying to figure out what the Fed is trying to accomplish. The Federal Reserve, famously, has a dual mandate: to maintain stable prices and keep employment high. But they actually have a third mandate: to regulate banks. The economic slumps of the last 30 years along with the sharp increase in income inequality all have the Fed’s fingerprints all over them. What’s going on?

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Don’t They Teach Anyone to Write?

What’s wrong with this headline?

Chicago Sues Grubhub and DoorDash for Allegedly Scamming Basically Everyone: Restaurants, Drivers, and Customers

I would be willing to bet that Chicago is suing Grubhub and DoorDash for scamming not for “allegedly scamming”. The use of the extra adjective is a strategy for avoiding libel suits but I don’t see the vulnerability here. Chicago is either suing them or not and if they are suing they’re are suing them for doing something.

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Ain’t No Sin

For the last week I have been in Cincinnati. It was my first business trip since March 2020 and I have been working all day and entertaining customers at night (which is also work). On Thursday one of our guests remarked with a combination of admiration and disdain on my ability to nurse a single beer (2 hours).

It has been nearly 50 years since I was last in Cincinnati; it has grown up a bit in the interim. Where I was reminded me of Oakbrook or Schaumburg 50 years ago which is a bit hard to explain if you’re not a Chicagoan. New hotels and office buildings, lots of open space, rather few people. Not completely built over.

The people in Cincinnati remind me of those in St. Louis in my youth in their looks, speech, and demeanor. Very unlike Chicago. Mostly people of Western European descent or black, rather few Hispanics or Asians.

I was also treated to what was possibly the best bourbon I had ever sampled: Weller 12 Year Old. Unlike most bourbons nowadays it actually tasted like bourbon.

It was also the first time I had physically met any of my colleagues at my present employer. We got along famously.

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