Wars Against America 20260903a

The Wars Against America

Kicking the Can Down the Road is a Public Policy Alternative

Opinion: The following article is commentary and its views are solely those of the author. This article was first published the 2nd of September via The Angry Demagogue.

We recently met a young Russian citizen and when asked when the war with Ukraine will end, the response was “Ukraine is just a place, the war is against America”. This Russian citizen was from a city in Siberia, a “regular” Russian with no official contacts that we know of but who, it seems is a proud Russian who “understands” that her leader, Vladimir Putin, is at war with America, who wants to harm and destroy Russia and Russian religion and culture. This war of the West, now the United States, against Russia goes back centuries in the Russian mind.

The Wars Against America: Kicking the Can Down the Road is a Public Policy Alternative

For nearly five decades the Islamic Republic of Iran has planned and prepared to fight the Great Satan, the United States, with the Little Satan, Israel, just a place, a small one bomb country to destroy en-route to the greater, the greatest enemy. This is not speculation but is written into the DNA of the Islamic Republic of Iran in all their announcements and policies over the last, nearly, 50 years.

Way back in my college years in the late 1970’s in one of my first political science courses we learned of China’s desire for “hegemony” in their neighborhood. It was the first time I heard the word hegemony and have always associated it with the Chinese Communist Party and their desire to control the land masses and sea lanes that are near it – what we now call the Indo-Pacific. China to this day not only claims Taiwan as part of its rightful territory but of course Tibet, border areas with India and the entirety of the South China Sea including major U.S allies like Philippines. The CCP has also never given up its desire for revenge against Japanese atrocities of WWII and control of the Korean peninsula – or eastern Russia, for that matter.

And yet, irrespective of all the evidence gathered over the centuries and especially over the last decades since the cold war ended, there are still those in the American establishment, left and right, who feel that the United States can avoid what are naively called “foreign entanglements”. However, if America does not go “there”, the world will come to its shores. Even the Monroe Doctrine at its height did not keep non-Western hemisphere militaries away from the United States.

With the advent of drone warfare, hypersonic missiles, hacking of infrastructure and the battle over AI, there is no avoiding American involvement in global affairs unless it wants to be a nation subservient to China, Russia and Iran – and even then, subservient states rarely live in peace. Another lesson we learned in Political Science 101 was that “power abhors a vacuum”. An American retrenchment will not mean a world at peace. Much as Israel learned it cannot just “separate” from the Gazans, America will learn it can’t just ignore the world around it.

American governments have decided on a “kick the can down the road” organizing principle for nearly all domestic and foreign policy. There seems to be an assumption amongst American politicians and policy makers that American ingenuity can always solve the problem, no matter how late it gets. Social Security is in trouble, the deficit has reached a point where just the interest is $1 trillion, North Korea has multiple nuclear weapons, Iran is as close as it could get, Russia is waging (indirect) war in western Europe and the United States (see: Russian hacking), China is waging a propaganda campaign against American AI that AI executives seem overeager to support by their sci-fi fear mongering and there is no sense of urgency amongst American politicians.

The Vice President wonders aloud about the “harm” to America that the US Dollar as the reserve currency recieves, not thinking beyond the simplistic price of exports. The lower cost of energy and minerals due to their being priced in Dollars does not seem to be a net gain for the US in his eyes. The Democratic Socialists of America (DSA) of course wants to bankrupt America and the Democratic party does not have the will to oppose them. The Michigan AG wants Jews to sacrifice themselves because otherwise the planet will be uninhabitable and the State of California can’t seem to build houses anymore.

The Vance-Kushner-Qatar cabal control American policy in the Persian Gulf up to the point where President Trump gets too annoyed at Iranian duplicity and he sicks American airpower on them. Then it returns as the deals that this group want to do with Qatar (and Turkey) are too much for them to resist as they lead American deeper into subservient status. They don’t seem to realize that the Qatari-Turkish attempt to break the American-Israeli relationship is being done to weaken the American presence in the Middle East by making it dependent upon Qatar. 

Syria’s Islamist leader is still building his Islamist army while Turkey presents him to the world as the moderate who just wants to build a nice country. What is happening though, is that Qatar and Turkey are having America sponsor the Moslem Brotherhood. It is not the American war against Iran that has caused strategic overreach but the potential deals that have left the world’s greatest free power at the behest of a dessert kingdom with no people but lots of ready cash. Deals for pipelines and railways through the Middle Eastern desert are apparently more important for American success than the technology coming out of Israel.

America cannot avoid the world since the world will not avoid America. America is the main target of all revisionist States, whether it likes it or not.

Everyone is waiting until after the mid-terms for something to happen, but then the 2028 presidential campaign starts. The waiting needs to stop regarding Iran, Russia, China, defense manufacturing and the fiscal situation. As Yogi Berra brilliantly stated – “it gets late early out there”.

Disclaimer: the views expressed in this opinion article are solely those of the author, and not necessarily the opinions reflected by angrymetatraders.com or its associated parties.

Follow Ira Slomowitz via The Angry Demagogue on Substack https://iraslomowitz.substack.com/

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Western Leaders 20260814

Standing on the Precipice: Western Leaders Continue to Fiddle

Will The West Stay Awake and Become Alert?

Opinion: The following article is commentary and its views are solely those of the author. This article was first published the 14th of August via The Angry Demagogue.

In February 2022 the Russian member of the Axis invaded Ukraine. In October 2023, less than two years later, the Iranian proxy Hamas invaded Israel and their proxy Hezbollah joined the fight the next day. North Korea and China the other members of the axis did not, probably, coordinate either attack, but nor did they discourage it or help to end it. In the period of less than two years, the free countries of the world were given a wake-up call to what historians may end up writing was the start of a new world war.

Sweden and Finland were spooked enough to take a bold move and join NATO and the existing European members of NATO seem to realize that they need to start worrying about their own defense – at least against Russia, if not the rest of the Axis. In Ukraine, they put together a bold defense and created a drone force that is, if not winning, at least is not losing the war of attrition that the conflict has “settled” into. Ukraine may have convinced itself that it can win this war on the battlefield and Russia is counting on its Axis allies to help it overcome their own military incompetence. North Korean troops are dying in Ukraine and there are rumors that 50,000 more North Korean troops are on the way. Iran and China are supplying weapons. The Axis is not only keeping the war going for Russia, it is arguably, along with its nuclear weapons, a path to victory.

Standing on the Precipice: Western Leaders Continue to Fiddle

Europe and parts of the United States did not take the hint that in October 2023 that the Putin’s Russia is not the only country threatening their security. The Iranian piece of the Axis also aims to dismantle Western freedoms and religion via direct military threats, terrorism and unchecked immigration.

Has the Middle East changed after the Ukraine invasion and more specifically, October 7? Asking different people will get you different answers. For Israeli PM Netanyahu it has been a strategic victory for Israel as both Hezbollah and Hamas are on their heals and Iran’s nuclear and missile forces have been severely damaged. For Israel’s opposition, the last three years have brought no positive change for Israel in the Middle East since Hamas, Hezbollah and the Islamic Republic of Iran still exist.

For Iranian Islamists it has changed by showing that they can stand up to their own people and to the United States so that any attempt to topple them will end in failure. For the Islamic Republic, a non-total-defeat shows the world that they can continue their quest for regional and global control despite the hiccups caused by Israel and the United States. The same holds for Hamas and Hezbollah who believe that Israel has been isolated in the world and that the UN, the Hague and the EU – along with America’s DSA – will make being Jewish and Israeli so illegitimate that they will soon be able to chose their apartments in Tel Aviv and Jerusalem.

According to Erdogan’s Turkey, the Middle East is their playground as they have managed to maintain positive relations with both Hamas and the United States. They have troops in Qatar, a new alignment with Saudi Arabia and Pakistan and have so many forces in northern and sub-Saharan Africa that an expanded Ottoman Empire lies in the not too distant future. Greece will be overcome and where Iran failed to destroy Israel, they will succeed.

President Trump believes, or states, that the United States has scored a decisive victory over Iran, is bringing peace to Lebanon and Gaza via Israeli concessions and the disarmament of Hamas and Hezbollah and the future in the middle east goes through Washington. The President also states that the Abraham Accords will be expanded and that Israel, Turkey, Qatar, Saudi Arabia are all strong and reliable allies of the United States and that all these countries are moving towards a more peaceful and economically vibrant Middle East.

Back in the 1960’s and 1970’s when there were two regional Moslem states that were friendly to Israel, Turkey and Iran. During that cold war period, the only Gulf state that counted was Saudi Arabia. Syria and Egypt were Israel’s existential enemies and the Hashemites of Jordan were more concerned with survival than fighting (at least after 1967). Lebanon was a non-threat to Israel (as a matter of fact Israel supplied arms to the Shiite villagers in the south during the civil war of the late 1970’s at the request of the Shah of Iran).

Currently Iran is Israel’s main enemy, although Turkey is pushing to move ahead of them as the main existential threat to Israel. Israel faces a “Sunni Vise” that includes Turkey and Syria in the north and Egypt in the South. We can add to that Saudi Arabia and Pakistan although that alliance (which now includes Turkey) seems to be more a showpiece than a defense treaty. Or, in the words of Hussein Aboubakr Mansour, “In the Middle East, the vocabulary of collective defense is often detached from the activity of defending. The announcement is the whole of the content”.

Regarding the United States presence in the Middle East, only the details have changed. The Cold War is over but the U.S still has the challenge of controlling oil flow out of the region as its new main enemy, China, depends on it. As for the United States and Israel, that relationship has moved from dependent to almost partner on defense and technology but Israel is still the same steady, reliable, democratic presence it has been for the past few decades. The U.S is certainly closer to the other Gulf states, notably Qatar, but their money has simply replaced (or actually supplemented) Saudi money, although they are much more cynical and effective with it.

The Arab world has barely changed even though the UAE and others have jointed the Abaraham Accords and have a relatively strong relationship with Israel. However, the real issue in the middle east has never been Israel-Palestine but has been and still is the intra-Arab and intra-Moslem rivalry and mistrust. Even when ostensibly on the same side, like the Saudis and UAE are in Yemen, there are separate armies fighting and last month the Saudis bombed the UAE forces – even though both were fighting the Houthis.

Egypt and Turkey, the two largest Sunni states in the region by population and military force are at opposite ends of the Moslem Brotherhood fight. Egypt is more suspicious of Turkey’s support for the Brotherhood, arch enemies of the Al-Sisi government, than they are of Israel’s moves in Gaza. Syria too, while pretending to act as a unified country is at war with the Kurd citizens in the north, Druze in the south and Alawites in the northwest. Their inclusion of ISIS and al-Qaeda fighters in their army – even foreign fighters – means that even within the Sunni majority, there is distrust and fighting.

And Libya is a proxy war if there ever was one with Turkey, Egypt, Iran and Russia involved.

So where do we stand in Europe and the Middle East today?

On the one hand, everyone is correct – Israel is in a better spot strategically, yet has not finished the job. The United States has, with Israel, set back Iran’s plans for regional domination but that gain is one “agreement” away from being overturned. Turkey is extending its influence but does not have the wherewithal to create a new Ottoman Empire as not only Israel stands in the way but so too does Egypt and the rest of the Sunni-Arab world as they do not have fond memories of Ottoman control of Arab lands. The Arab countries, large and small, are fighting the same tribal wars they have fought for the past decades and even centuries. Israel has strong internal unity and morale while its leaders re-arrange their parliamentary chairs.

In Europe, Ukraine has stopped an army three times its size while Russia, against most predictions is able to absorb massive casualties and economic sanctions due to the help of its allies .

Before the invasions of Ukraine and Israel by members of the Axis in 2022 and 2023 the geopolitical situation consisted of four revisionist powers united only in their opposition to the international status quo and the free countries united in their wish to maintain the status quo and to concentrate on comfort to the neglect of all else -including freedom. The Western European powers had no real military power to speak of (with the possible exception of France) as even the UK’s glorious navy was reduced to the minimum number of ships necessary to still call it an ocean going Navy. Ukraine ignored Russian threats and Israel was convinced it could outsmart, deter and bribe its sworn enemies to give up all for a life of comfort.

In the United States, the military was organized as a Walmart or Target warehouse with “just in time inventory”, no long term armaments contracts and with nothing much done to create what won WWII and the Cold War – a strong economic and industrial base. Looking for cheap labor and products and piling debt upon debt, the America;s industrial and fiscal situations mirrored its military un-readiness into a game of catch up – which it is doing neither fiscally nor militarily. Although the current administration is pushing to increase its manufacturing might, the fact that the American shipbuilding industry is able to produce only 3 military ships a year means, one, two or three administrations won’t be enough to complete the task. It requires a seriousness of purpose lacking in a Democratic party fearful of the DSA and a Republican party not serious enough to create a national consensus that will require some sacrifice from citizens.

Although there is a lot of talk, the current leadership in all free countries are the same leaders that led us down this path where they are not ready to meet and defeat middling powers let alone powerful ones.

Just four years ago the late Henry Kissinger published a book called “Leadership” which focused on six leaders he thought were consequential to their countries and the world. You might disagree with his choice but one thing running through each of these leaders (Germany’s Adenauer, France’s de Gaulle, Sadat of Egypt, UK’s Thatcher, Singapore’s Lee Kuan Yew and Richard Nixon) is that they were patriots and they were willing to take risks to push their countries forward. We don’t seem to see Western leaders who are dedicated first and foremost to their country and its citizens and who recognize the ongoing (the never ending!) threat from tyrants.

Putin, Xi, Khamenei (or whomever is in charge) and Kim are tyrants who don’t need to concern themselves with their citizens and that is the one thing our uncreative and cowardly leaders do not seem to understand. The obsession of today’s western leaders with negotiations and deals and false human rights claims just feeds the tyrannical rule of its enemies and pushes their defeat further and further away. Eisenhauer famously refused to shake hands with the Nazi general who surrendered to him in spite of military custom because he realized that this was not a war of one country against another but a war by his country and their allies against evil.

This is not a call for war against all evil or perpetual conflict of power against power but rather a recognition that if one is not ready to face what tyrants want – your destruction – eventually they will defeat you. America was not prepared to fight WWII but it had an industrial and managerial base that could be transformed into a wartime asset no one has ever had. It also had the luxury of two oceans protecting their manufacturing plants from enemy attack. Finally, it had, admittedly only after Pearl Harbor, the understanding that the moral imperative was defeating the evil that was Nazism as well as Japanese militaristic barbarism and not in coming to some rapprochement with it.

The geopolitical situation has not changed even if there are small tactical advantages that one side has over the other in localized theatres. We are still in the same position where the Axis of revisionist states is using all its force and all the weaknesses of the western world to its advantage and a western world that is continuing to ignore that reality. The internal and external threats in free countries are now at crisis levels.

When it comes down to it, as much as we like to blame our leaders (and we certainly do), it is up to the citizens to demand and to choose brave, creative leaders who are not locked into what has brought us to the precipice of defeat. The leadership since the end of the Cold War has been lacking any sense of urgency no matter what happens. The disaster that was Afghanistan should have been a wake up call – instead it was ignored. The invasion of Ukraine should have put free countries on a war footing for the manufacture and supply of military hardware but instead of was treated as if no other wars would be fought until this one was over. October 7 and the subsequent fighting in Gaza, Lebanon, Yemen, Iran, Iraq, Syria, the entire Persian Gulf should have told the west that terrorism and the immigration of real and potential terrorists into its borders will destroy what it loves best.

So far, the Axis leaders have not waited for the west to wake up, re-arm, control its borders and stop shooting itself in the foot and there is no reason to think it will wait before its next adventure.

Disclaimer: the views expressed in this opinion article are solely those of the author, and not necessarily the opinions reflected by angrymetatraders.com or its associated parties.

Follow Ira Slomowitz via The Angry Demagogue on Substack https://iraslomowitz.substack.com/

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postR196

AMT Top Ten Miscellaneous Frights for the 28th of October

AMT Top Ten Miscellaneous Frights for the 28th of October

10. MLB Concern: Baseball executives are hoping the Yankees can start to make the World Series more competitive this evening. The Los Angeles Dodgers have won the first two games of the championship battle. Significant hopes for a drama filled, seven game World Series would be dampened badly if the Yankees do not win tonight. Television ratings which were expected to be high could suffer appreciably if the Yankees go down three games to none. A non-competitive championship would mean a loss of revenue.

9. Israel and Iran: The Middle East saga is at number nine, and hopefully doesn’t become number one. A dangerous game of poker is being played by the participants. If Iran decides to up the ante once again, it would be a dangerous decision, because it appears Israel has positioned itself via this weekend’s retaliation to be more aggressive if need be.

8. WTI Crude Oil: The ability of the energy to move below 70.00 USD upon this morning’s trading is a sign the Middle East conflict remains tranquil in the minds of large participants in the oil sector. However, if Iran decides to test Israel again directly, Iran may find that its oil infrastructure is vulnerable. As the price hovers below 68.00 USD during this writing, it appears buyers who bought speculative positions the past few weeks might be capitulating.

7. BRICS: The inclusion of 13 additional nations as Partner States to the international organization led by Russia, China and India shows the entity sees itself as a growing alternative geo-political force and trading sphere with real power. The West should be paying attention, but often seems like it is not concerned about the potential strength of BRICS, and instead makes believe the group is a fallacy and much ado about nothing – this is a mistake by the West.

6. North Korea: The potential of North Korean combat troops entering the Ukraine – Russia war is a dangerous notion. However, it opens the door for Ukraine and South Korea to offer surrendering deserters the possibility of being allowed into South Korea, if soldiers can prove they are not spies. Unfortunately, the temptation of desertion by enemy troops could prove to be wishful thinking because North Korean soldiers will have intense supervision at all times; the threat of being shot as a liable traitor is a likely constant menace.

5. Gold: Record values continue to be seen, the price of the precious metal as of this writing is near 2,732.00. Noted as a store of value, gold is also seen as a safe haven by its buyers. Now may be the time to consider behavioral sentiment as a main driver because of anxiousness in the global marketplace. Speculative forces are certainly involved in the move higher too. With so many risk events shadowing, it may be very unwise for day traders to bet against the rise of gold near-term.

4. U.S Data and the Fed: Advance GDP numbers will be published this Wednesday, the Core Personal Consumption Expenditures Price Index will be seen this Thursday, and on Friday the Non-Farm Employment Change statistics will be presented. Fireworks should be anticipated by day traders. The combination of these reports, the approaching U.S election, and the Federal Reserve’s FOMC Meeting decision on the 7th of November will be enough to make most analysts hearts beat faster.

3. USD/JPY: Japan’s election results today now require a coalition government because the ruling Liberal Democratic Party has lost its majority. The Bank of Japan has a meeting this Thursday and is expected to hold its BoJ Policy Rate in place. The Japanese Yen has returned to values above the 153.000 level as of this writing. While many major currencies have lost value against the USD since the end of September, the USD/JPY needs to be watched as a dynamic combination of risks abound. Political gridlock, inflation, and lackluster economic data in Japan are not ingredients which will provide financial institutions with optimism in the near-term. The historically cautious attitude of the Bank of Japan will be severely tested in the coming weeks.

2. U.S Election: There is a little more than one week to go before the Presidential vote begins. While many folks are focused on the White House, the race for the Senate looks to be a stiff competition too. Republicans are hoping to regain the majority in the Senate and retain their power in the House of Representatives. Financial institutions are apprehensive about the outcomes for Congress, which will have an important role in fiscal and regulatory management. The Democrats appear to be nervous. Noise from the campaign trail and media will become heightened over the next seven days. Top bureaucrats in offices like the SEC, CFTC, FCC and other agencies know their jobs are on the line.

1. Market Volatility: U.S economic data, the coming election, and the Fed means the next week and a half of trading in the global markets are going to be packed with violent firework displays. Day traders who do not have experience should watch from afar, because the coming price action can cause fast losses for those caught on the wrong side. Trading sentiment is fragile, this is evident via the choppy results seen in equities, Forex, many commodities, and rising U.S Treasury yields. Over stating the obvious for the moment about risk management is a public service.