And While I’m Asking Questions

One of the many questions I don’t see anyone having an answer for is how Palestine will function as a country without one of two things happening. Either

  1. The country will consist of the West Bank only and will be landlocked or
  2. Hamas will retain control of Gaza.

Given a choice between unconditional victory for Israel and unconditional victory for Hamas, IMO the answer is clear. Israeli victory would be better for the United States. Given a choice between unconditional Israeli victory and a Gaza from which Hamas has has been eradicated, I don’t believe the choice is nearly as clear.

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The Nagging Little Question

I can’t say they’ve been a deluge but they’ve certainly been a constant “drip, drip, drip”. Articles about the weaknesses of generative artificial intelligence from a business perspective that is. I’ve saved at least twenty articles over the last two weeks on just that subject.

There’s no doubt that the Magnificent Seven technology companies are using AI as an opportunity to cut their development head count. The total appears to be around 50,000 so far this year and around 100,000 last year. The question that’s not being answered is how they’ll make money from gAI (other than be reducing head count)?

IMO that’s particularly true of Google. Using AI to summarize search results has resulted in a dramatic decline in “click-throughs”. There are reports that “click-throughs” have declined by as much as 40%. For Google that’s the rough equivalent of sawing off the branch you’re sitting on.

In the mean time they’re spending enormous sums on AI.

Keep in mind that it took Alphabet, Meta, and Amazon a decade or more before they figured out workable business models.

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Why We Won’t Get Proportional Representation or Enlarge the House

There’s one thing that I don’t think that Fred Bauer recognizes in his op-ed about Congressional redistricting at the Washington Post:

While the GOP might temporarily benefit from a fresh round of redistricting, Republicans from a handful of Democratic trifecta states (such as California) might be more vulnerable, and some centrist Republican House members have expressed uncertainty about escalating the war. The mixed incentives of various factions (Democrats to block Republican gerrymanders, and tipping-point Republicans to save themselves in Democratic states) could theoretically give Kiley’s bill a path to passage, though it would face a steep climb if it were to survive the House. If the president opposed the bill, it would almost certainly fail to get the 60 votes needed in the Senate. And the president surely will oppose it if he sees it as blocking redistricting that would help Republicans.

However, maybe the deadlock over redistricting could be an opening for bigger reforms. Few observers see the House as a well-functioning body. The loss of swing districts has made it increasingly sclerotic and internally polarized. The average size of congressional districts is nearing 800,000 residents, distancing members of the supposed people’s house from the people.

The tensions over redistricting could help forge a deal to resolve some of the underlying drivers of this legislative dysfunction. Congress could not only ban future mid-decade redistricting in a reapportionment package but also expand the House. This would allow for a one-time round of redistricting leading up to the midterms and give everyone — from California to Texas — another bite at the apple before the 2030 Census.

I can’t imagine any sitting Congresman voting to reduce his or her own perceived influence or the likelihood of she or he being re-elected. From their points of view that’s no compromise—it’s a suicide pact.

For the reasons Mr. Bauer provides I think it’s unlikely that Congress will act to stop states from doing midterm redistricting but that’s the most I would expect from Congress.

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The Dog Days of 2025 Summer

As is typical at this time of year both the news and opinion pieces are even duller and more repetitive than usual. When most of the local news broadcasts are devoted to the weather in Milwaukee you know things are slow.

Maybe I’ll just start writing posts without a connecting lead-in from the news or opinion sections.

It’s not just that so many people are taking their final summer vacations before school starts—seemingly the entire continent of Europe will be on vacation until next week.

There’s a certain amount of commentary on President Trump’s announced confab with Russian President Putin, much of it focused on how much the author of any given piece dislikes Trump. The one thing I hear no one talking about is a plan for Ukraine to prevail in its war with Russia without demanding that we provide arms we don’t have to Ukraine, Ukraine field troops they don’t have, or we begin World War III.

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The Skewed Economy


In her Washington Post column Heather Long takes note of a development in the U. S. economy:

The top 10 percent of earners now drive about half of spending, according to Moody’s, up from 36 percent three decades ago. These people will determine if the U.S. economy avoids a recession. These are households earning $250,000 or more, and they are largely doing just fine, buoyed by strong stock-market gains, mansions and rental properties that have shot up in value in recent years, and a rebound in business dealmaking. The wealthy continue to spend on lavish vacations, parties and events, and that masks the strain that many middle-class and moderate-income families are experiencing.

The “K-shaped” economy is back, where there’s a clear divergence between how the top and the bottom are faring. Businesses understand this. It’s why credit card companies have introduced even more exclusive credit cards this summer with higher fees, all-inclusive resorts are debuting $1,000-a-night experiences, and luxury car brands such as Porsche and Aston Martin have been among the first automakers to raise prices, because their clientele is less likely to push back. Any company that can is trying to go “upmarket” as much as possible in this environment.

I think the implications of this go far beyond the risks of tariffs to consumption on the part of those earning $170,000 per year or more which is the focus of Ms. Long’s column. It means that the upper middle class aren’t saving or investing at the rates they should be. It means that we need a rebalancing of the economy towards greater production and less consumption as I’ve been contending for some time.

It also supports another point I’ve been making for some time: tax policy needs to be more focused than at present. Simply cutting the tax rates of the top 10% of income earners isn’t encouraging them to save or invest as much as needs to be the case. It’s encouraging them to consume.

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The Texas Redistricting Brouhaha

I don’t know enough about Texas politics, state laws, or its Congressional districts to make an intelligent comment about the plan to redistrict Texas’s Congressional districts. I think that most of what we’re hearing is just political posturing.

As I’ve said before I think that Congressional districts should be compact and within county and municipal boundaries. I would support amending the Constitution to that effect. I don’t believe there is any prospect of that short of a Constitutional convention which would be risky.

I also think that Congress should pass a law prohibiting redistricting other than following a decennial census. It’s my understanding that such a law is making its way through the House.

Just for amusement here’s the Illinois 4th Congressional District:

Its original purpose was to ensure that Chicago would elect a Hispanic representative. Such contortions were deemed necessary following the 1990 census but that’s certainly not the case anymore. I’m not sure what purpose is actually served by it now.

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Maslow’s Hammer Strikes Again

President Trump has raised tariffs on good imported from India to 50%. At CNBC Erin Doherty reports:

The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.

“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.

“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.

The new tariffs are set to go into effect in 21 days, according to the order, while the previously announced 25% tariffs are set to take effect on Thursday.

Trump’s new tariff rate on India is now among the highest levies on any of the United States’ trading partners.

That sounds like he’s serious about striking at the oil revenue that has increased Russian GDP over the last year and provided the funds necessary to continue the war. Whether the new tariff is actually applied or whether it will be effective are different questions.

I’m less concerned than some about such actions driving India farther into the Russian-Chinese orbit. India will remain within the Indian orbit and the Indians recognize that China is a bigger risk for them than the United States.

If Mr. Trump is really serious, he’ll go after India’s services trade with the U. S. which will be more difficult but which dwarfs its goods trade with the U. S.

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Why I Don’t Donate to Public Television

I know I’ve mentioned this before but I don’t think I’ve mentioned it lately. I used to be a faithful donor to our local public television station but I stopped in protest and have not done so since. Without getting too deeply into the weeds the station sold off an asset and the funds realized by the sale were used for purposes having nothing to do with the station’s mission and everything to do with the ambitions of the people working for the station.

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They Beat Me To It

The editors of the Wall Street Journal beat me to the punch:

Some states have tried to hand redistricting to an ostensibly independent commission. Yet then it’s a partisan proxy battle, and commissions that are evenly split can end up deadlocked. Commissions can also tilt one way or another with a gerrymander-like result: See California, with 43 Democratic seats out of 52; or New Jersey, 9 Democrats out of 12.

But there’s an element of mutual assured destruction here, and Democrats don’t want to limit their ability to gerrymander if Republicans aren’t going to quit, and vice versa. That’s why a federal standard might be useful. States run their own voting processes, but Congress has broad power under the Constitution to regulate the “manner” of House elections. One option might be a law telling states they can’t redistrict mid-decade.

One cause of more frequent gerrymanders is judicial intervention in response to partisan lawsuits challenging maps. The Supreme Court has been moving in a helpful direction here. In Rucho v. Common Cause (2019), the Justices said partisan gerrymandering is a nonjusticiable question for the political branches. A case next term, Louisiana v. Callais, is an opportunity to remove judges from the political thicket of racial gerrymanders.

Congress could also impose substantive restrictions on state map-makers, such as some kind of mathematical test for partisan fairness or district compactness. Such formulas can be gamed, though, and it’s hard to see Republicans and Democrats agreeing on the details. Ditto for bigger reforms, such as expanding the size of the House from the current 435, where it has been stuck since 1913.

But telling states they can only redistrict once per decade might de-escalate the gerrymander wars, and it would mainly ratify the status quo of recent years. Both parties could benefit from this kind of disarmament treaty, and voters most of all.

The Congress has sufficient powers to end that “arms race” under Article I, Section 4, Clause 1 of the Constitution, the “Congress and Elections Clause”. They should do it.

Just for the record I think that Congressional districts should be compact and not cross county and municipal borders to the degree possible. I also think that there should be more Congressional districts (at least twice as many as at present).

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Supporting Israel

I found this sufficiently concerning I wanted to pass it along. It isn’t exactly new news but, since the conflict between Israel and Hamas continues, it’s certainly relevant. A poll was taken of Israeli public opinion back in March by Geocartography Knowledge Group. Shay Hazkani and Tamir Sorek reported on it in Haaretz in May:

A recent survey of Israeli Jews reveals a growing comfort with the idea of forcibly expelling Palestinians – both from Gaza and from within Israel’s borders. The poll also found that a significant minority supports the mass killing of civilians in enemy cities captured by the Israeli army. These disturbing trends reflect the radicalization of religious Zionism since Israel’s 2005 withdrawal from Gaza, and the failure of secular Israeli Jews to articulate a vision that challenges Jewish supremacy.

Commissioned in March by Pennsylvania State University and conducted by Tamir Sorek for the Israeli polling firm Geocartography Knowledge Group, the survey polled a representative sample of 1,005 Jewish Israelis. It posed a series of “impolite” questions – topics typically avoided in mainstream Israeli polling – about the Israeli-Palestinian conflict.

According to the results, 82 percent of respondents supported the expulsion of Gaza’s residents, while 56 percent favored expelling Palestinian citizens of Israel. These figures mark a sharp rise from a 2003 survey, in which support for such expulsions stood at 45 percent and 31 percent, respectively.

IMO we should definitely support Israel’s right to exist and, consequently, its right to defend itself. But that support should not be unconditional.

There are two things of concern in the poll’s results. 82% support for ethnic cleansing of Gaza is bad enough but majority support among Jewish Israelis for expelling “Palestinian citizens of Israel”, i.e. ethnic Arabs who are citizens of Israel, is that much worse. And the situation is deteriorating as the change since 2003 indicates.

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