Posts Tagged ‘Communism’

Shanghai Locking Down Again

Saturday, June 11th, 2022

Just days after the Chinese Communist Party lifted Shanghai’s last Flu Manchu lockdown, they’re locking Shanghai down again.

China’s commercial hub of Shanghai will lock down millions of people for mass COVID-19 testing this weekend – just 10 days after lifting its gruelling two-month lockdown – unsettling residents and raising concerns about the business impact.

Racing to stop a wider outbreak after discovering a handful of community cases, including a cluster traced to a popular beauty salon, authorities have ordered PCR testing for all residents in 14 of Shanghai’s 16 districts over the weekend.

Five of the districts said residents would not be allowed to leave their homes while the testing was carried out. A notice issued by Changning district described the stay-home requirement as “closed management” of the community being sampled.

The latest scare triggered a rush to grocery stores and online platforms to stock up on food, as users of China’s Twitter-like Weibo expressed fear they could be locked down for longer, having only started going back to work after the last lockdown was lifted on June 1.

Some areas had remained sealed off or quickly returned to lockdown due to infections and their close contacts.

While the rest of the world has moved on from useless lockdown foolishness, China is still Stuck On Stupid, and their “Zero Covid” policy has as much chance to stop spread as tying a live chicken rump to buboes had at stopping bubonic plague.

You’ve got to hand it to Peter Zeihan, who said this was precisely the sort of stupidity China would keep pursuing when talking about Tianjin’s lockdown last month.

I’ve been telling my clients for quite some time that it was only a matter of issue as to how the American/Chinese relationship imploded. It could be Trump, could be Biden, could be energy, could be food, could be security, could be trade, could be ethics, could be genocide. It’s a long list, but it appears that Covid ultimately is the one that is winning out.

The Chinese vaccine does not work against Covid, and the Chinese have spent the last two years lambasting the world and lying in the propaganda that they are the only country that’s even remotely dealt well with Covid. And they’ve specifically parroted a lot of the crazy theories out there about the western vaccines, that they make you magnetic or they make you infertile or whatever else, so they can’t import the western vaccines at all they have to wait until they make their own MRNA formula, and there’s no way that’s going to happen in the next year or two, so lockdowns are the only public health policy they have and now the majority of the parts of china that matter are offline.

If you’re stuck in manufacturing in China this is the beginning of the end, if it’s not the end already, because as soon as you have an opening, Omicron comes back in and then you get a closing again because that is the only tool that the Chinese Communist Party has left.

At the beginning of the pandemic, many of us early on suggested that it was possible that Mao Tze Lung was an in-development bioweapon that escape from the Wuhan Institute of Virology. Little did we know at the time that the country that would launch the most irrational policy in response to the weapon was China itself…

New Trend For Young Chinese: Give Up And “Let it Rot”

Thursday, June 9th, 2022

It’s tough to be a pimp young worker in today’s China. In addition to being repressed by the communist government, they’re unable to afford cars or houses, and many can’t even find jobs. As a result, some have turned to the philosophy of bai lan, or “Let it rot.” They’re just giving up on working or caring anymore and openly embracing loserdom.

Naturally, the CCP is not pleased. Commies have never been tolerant of “parasitism” getting in the way of their political goals.

A few takeaways:

  • The unemployment rate for those 16-24 is 18.2%. “The highest rate since official figures began.”
  • Even graduates of prestigious Peking University were competing for entry level bureaucratic jobs.
  • The repeat Flu Manchu lockdowns were the last straw for many. “What is the point of working hard when you can lose your basic rights as a human being, when your home can be broken into and when your private items can be thrown away at will? Chinese people once thought that if they worked hard and followed the rules they could have a good future but that seems to be an illusion.” Yeah, totalitarian Communist states are funny that way…
  • Unspoken is just how these young working-age Chinese who have given up manage to afford food and shelter, but I’m just assuming they’re following the time-honored tradition of sponging of their parents. What are they going to do, kick out their only heir?

    The problem with reports like this is that it’s hard for those of us outside China to determine just how widespread this phenomena is. Is it “Hey, all the young kids are listening to Mel Torme” or “Hey, all the young kids are listening to Nirvana”? It sucks to be young with dim prospects during a recession, and it sucks a lot worse to be under the heel of a communist dictatorship. Combining those isn’t a recipe for happiness.

    Hey Chinese bai lan sufferers: Have you considered launching a revolution against the communist government instead? That would give you lots of excitement and fill your life with purpose! It may shorten it as well, but I suspect it beats lying around waiting to die…

    Domestic Terrorist Dies

    Monday, May 2nd, 2022

    Just a brief note that domestic terrorist and murder accomplice Kathy Boudin has died.

    Kathy Boudin, who spent decades in prison for her part in the deadly 1981 Brink’s armored truck heist as a member of the radical militant group Weather Underground, died of cancer at the age of 78 in New York on Sunday.

    For those too young to remember, the Weather Underground was a radical communist terrorist organization dedicated to the violent overthrow of the American government.

    In October, 1981, Boudin and members of the group teamed up with the Black Liberation Army for the robbery to help fund their anti-government campaigns.

    The Black Liberation Army was a radical, black nationalist communist terrorist organization that also sought the violent overthrow of the American government. They may have killed as many as ten police officers across the country. Remaining members of both the Weather Underground and the Black Liberation Army would later join forces as the May 19th Communist Organization, under which banner they would carry out a series of terrorist bombings through 1985.

    They targeted a Brink’s armored truck, which they held up in Rockland County, making out with $1.6 million.

    During the robbery, gunmen killed Brink’s security guard Peter Paige before transferring the money to a U-Haul truck a mile away, where a 38-year-old Boudin sat in the cabin.

    Paige left behind a wife and son.

    The truck was stopped by police at a roadblock, where Boudin — unarmed — immediately surrendered. Gunmen in the back of the truck popped outside and began firing on the officers, killing two policemen —Sgt. Edward O’Grady and Officer Waverly Brown.

    Brown was a Korean War vet and the first black officer on the Nyack police force. O’Grady was a Vietnam veteran and left behind a wife and three children.

    She pleaded guilty to first-degree robbery and second-degree murder in the death of Paige in 1984.

    She spent 22 years in prison before she was paroled for good behavior in 2003.

    The armored car holdup fell into a period in New York history after the death penalty for killing a police officer had been ruled unconstitutional by the New York supreme court, before Republican Governor George Pataki signed legislation restoring it in 1995.

    Was Boudin shunned by civil society after her release?

    She was not.

    After jail, she was hired by Columbia School of Social Work Associate as an adjunct professor in 2008. She was hired as a full-time professor in 2013, lecturing about issues facing convicts and their families when a person is released from prison.

    Help kill two cops and a security guard and get tenure.

    Boudin was the mother of San Francisco District Attorney Chesa Boudin…

    The Soros-backed soft-on-crime DA facing a recall election for that city’s spiraling crime rate.

    who last year successfully lobbied former New York Gov. Andrew Cuomo to commute the sentence of his father, David Gilbert — who was also a member of the Weather Underground who was imprisoned for his role in the stick-up.

    Gilbert, who served as a getaway driver, was serving a sentence of 75 years to life in prison with no possibility of parole until 2056. Gilbert is among the last surviving people involved in the robbery.

    Judith Clark, another former Weather Underground member, served 35 years of a 75-years-to-life sentence for her role in the robbery at a mall in suburban Rockland County before her sentence was commuted by Cuomo in 2016. She was paroled in 2019.

    Andrew Cuomo, always willing to shower mercy on cop-killers, just not on elderly nursing home residents.

    The Democratic establishment is always willing to forgive and lionize radical cop killers, as long as they’re on the left. “No enemies on the left.”

    Observing 2022 Victims of Communism Day

    Sunday, May 1st, 2022

    Today is May 1st, which means that once again it’s time to observe Victims of Communism Day, remembering that a false, brutal ideology killed over 100 million people.

    VictimsofCommunismDay

    Here’s a list of memorials to the victims of communism.

    With Ukraine in the news, it’s a hood time to look back on how horribly Ukraine suffered under Soviet Communism, especially in Stalin’s 1930-33 terror famine, the Holodomor. Here’s a video that covers the history of the Ukraine up to and through the Holodomor.

    More information on the Holodomor can be found in Robert Conquest’s The Harvest of Sorrow: Soviet Collectivization and the Terror-Famine. Conquest estimated that for the entire Collectivization/”De-Kulakization”/Holodomor period (including the Soviet suppression of the Kazakhs and the Crimean Tartars, etc.) some 14.5 million died due to the actions of the Soviet government.

    Here’s Joe Rogan and Michael Malice discussing historical atrocities, including the East German concentration for children were the guards were allowed to rape their child charges as a matter of choice.

    Note that November 7 is also observed as a day commemorating the victims of communism. There’s no reason we can’t observe both…

    Why Are Russia’s Arms Sucking So Badly?

    Saturday, April 23rd, 2022

    So why is Russian miltech performing so badly in Ukraine? In addition to some of the reasons we’ve already covered, this video provides additional answers (skip to 1:35 in to avoid the sponsor blather).

  • Russia has 2.5 to 3 million people in arms manufacturing, “20% of the country’s industrial jobs.”
  • “We all thought Russia had the military muscle to be able to take over Ukraine in a matter of days. However, the real way to test a country’s military power is not in a parade but a war. And with the invasion of Ukraine we are seeing something that has become the norm in the Russian economy. Something like an Expectation vs Reality meme.”
  • 60% failure rate for some Russian missiles?
  • “After a month of the Ukraine invasion, we can say it clearly: Russian armament falls far behind the expectations and hype they had created.”
  • Modernization of the armed forces was supposedly a priority for Putin, with up to 5% of GDP spent on defense.
  • Russia should theoretically have military equipment better than anyone but the U.S.
  • One reason they don’t: Attempted capitalism without privately owned arms companies.
  • “The Soviet military industry was full of unprofitable State enterprises, obsolete factories and, above all, a great deal of corruption.”
  • The U.S. bids out contracts. The Soviets depended on state monopolies.
  • “Russia has never embraced free market capitalism.”
  • According to Vladimir Putin, the problem with communism was not the centralized economy but an economy based on ideological principles. In other words, if you want to improve the efficiency of the system, it is enough to change the managers and put technocrats in charge. Technocrats who have been forged in the bosom of the KGB and who have a pragmatic mentality, totally free of the romanticism of communism or any other ideology. This type of person has a name: “SILOVIKI”. And so, just what was Putin’s formula for bringing his military industry into the 21st century? Very simple: To put Silovikis in all managerial positions. This is how Rostec was conceived in 2007, a conglomerate of companies designed to be the great umbrella of Russian defense. Under this umbrella are more than 700 armaments companies: all of them State-owned. By grouping companies together, a lot of duplication can be eliminated. All following purely technocratic criteria. And who is the CEO of Rostec? None other than Sergey Chemezov, who was a colleague of Vladimir Putin himself when they were both in the KGB offices in East Germany. In other words, a textbook SILOVIKI.

    Yes, in this, as in many other areas, Putin is a complete dumbass.

  • “By acquiring more and more companies, Rostec has ended up consolidating even more monopolies. For example: fighter jets. The United States works with four major manufacturers: Boeing, Lockheed Martin, Raytheon and Airbus (Yes, Airbus is European but it also has contracts with Washington). In the case of Russia, practically all fighter jets are manufactured by the same company: UAC which, of course, is under the umbrella of Rostec.”
  • “Another major Russian defense company is Almaz-Antey. This company does not depend on Rostec but is directly owned by the Russian Ministry of Finance. The CEO of this company is another textbook Siloviki. In this case we are talking about Viktor Ivanov, another former KGB agent. Almaz-Antey is the giant where NPO Novator, the manufacturer of almost all Russian precision missiles, is located. Yes, those very missiles that are proving to be so flawed in the invasion of Ukraine.” Try to contain your shock.
  • “In 2017, NPO Novator could only produce 60 Kalibr missiles in six months. As you can imagine, these figures are ridiculous if we take into account that, in just one month of war, Russia has launched more than 1,200 missiles.”
  • I know you’ll also be shocked to learn that Yevgeny Prigoshin, another friend of Putin’s, was in charged of the company responsible for providing expired food to Russian troops. “As Alexei Navalny reported, Prigozhin dodged all public tender systems to become the army’s caterer. Today, Navalny is in jail and Russian soldiers are receiving expired cans of food.”
  • Russia hasn’t achieved air supremacy because Russia doesn’t have enough precision munitions for its planes to use, which is why they do stupid things like hit hospitals with dumb bombs and fly low enough to be shot down. “Russia’s best planes are dropping like flies because they don’t have adequate ammunition.”
  • “Are you really saying that the Russians are stupid and have gone to war without ammunition? Well, no: the problem is not that the Russians are stupid. The problem is that a political system with bad incentives generates nothing but failure.”
  • In closing, he wonders just how well-maintained those nuclear weapons and ICBMs are.
  • All this accords with what we have observed in Russia’s operation failures, and with what we know about the basic incompetence and economic misallocation of command economies.

    (Sorry about the delay in getting this up. BlueHost was down earlier today.)

    Is China Screwed? (Part 2)

    Tuesday, April 19th, 2022

    There more you start poking around online, the more you turn up reasons why China is screwed.

    The first installment in this series was popular. Well, there’s a lot more reasons why China is screwed.

    It’s screwed all the way down.

    First up: Demographics:

    Takeaways:

  • Remember all that talk of an “Asian Century?” Yeah, not so much.
  • “China will soon run out of people.”
  • China’s population pyramid is about to shift from a huge bulge of people in their prime earning years to one where that bulge is disproportionately elderly.
  • “Everything that made China what it is today has relied on a large, young, and productive workforce. Now, that workforce is about to succumb to biology just as every other generation has in every other country, ever.” Their demographic dividend is running out.
  • “China’s working-age cohort grew from 58% of the country in 1978 to 74% in 2010. But in less than twenty years, the UN predicts that number will be roughly back where it was in ‘78. By then, China will have twice as many seniors as children under 15.”
  • “Per capita wealth remains low, on the level of Mexico, the Maldives, and Kazakhstan. That means this mass of retirees won’t just contribute less to the economy, but will also require immense financial support — the kind China’s fractured pension and healthcare system isn’t remotely prepared for.”
  • “Unfortunately for China, the One-Child Policy has set the cultural expectation firmly at one.”
  • Replacement fertility: 2.1 children per woman. China’s official fertility rate: 1.6. “Yi Fuxian, a scientist at the University of Wisconsin-Madison [estimates] the true number at 1.18.”
  • “China’s preference for male babies means that between 2020 and 2060, there will be roughly 3 single men for every 2 single women.”
  • “China’s 2020 Census, [tallied] 14.65 million births the previous year — the lowest level since 1961.”
  • Japan, which is also aging, provides a best case scenario. “With a median age of 48.6, Japan is the 2nd oldest place on earth. Today, its share of the world’s manufacturing exports has fallen from 12.5% to just 5.2. Japan did not fade into global irrelevance. It’s still a great power. But it never fulfilled what once seemed certain: its rise to rival the U.S. as a superpower. And it never will.”
  • That’s part 1. Part 2 focuses on China’s out of control property market:

  • It starts off talking about the ghost cities, especially Ordos.
  • “Ordos does have an interesting story to tell. Just, not the one you might expect. The missing context, at the time, was far stranger than what the unimaginative pessimists concocted: Nearly all of these half-finished homes have owners — the vast majority of which have no intention of ever moving in.”
  • “All over China are millions of empty, some unfinished, but almost universally sold homes — not just in far-flung corners but also in Beijing, Shanghai, and Shenzhen. Over one-fifth of all urban homes — 65 million in all — sit vacant.”
  • Skipping over description of basic CIGNx = GDP economics.
  • China relied on “a surplus of cheap labor, which means, by definition, wages are low. You can only compete with the entire rest of the world for so long — and neither do you want to. Low-value manufacturing has long since moved South, to places like Vietnam, Laos, and Bangladesh.”
  • All the long-hanging fruits of infrastructure spending have already been built.
  • “Individually, Chinese consumers really don’t spend very much — just 32% of GDP — less than half that of the US, and far below countries like Japan and Germany. Worse, this number has actually been decreasing over time.”
  • “Chinese consumers are spending, but only on one thing, something not considered ‘consumption’: houses!”
  • China’s home ownership rate “is among the highest in the world — 90% — to much of the developed world’s mid-60s. It gets much weirder, still. If you can believe it, the majority of recent purchases have been 2nd and 3rd homes. In 2018, for instance, 87% of new home buyers already owned at least one.”
  • “Because the government tightly controls how much cash is allowed to leave the country, Chinese people simply don’t have a lot of options, and of them, housing is seen as the only sure thing.”
  • Also, given the sex imbalance mentioned above, for men, home ownership = marriage.
  • “For all of these reasons, prices have risen to extreme levels. In Shenzhen, Beijing, and Shanghai, it takes 40 years of the average income to afford a home.”
  • Most are bought before construction even begins.
  • And here’s where the demographics above provide a double whammy. “The majority of homebuyers, meanwhile, are aged between 20-50 — precisely the segment China will soon lose.”
  • One huge reason for the bubble: Local governments using their control of land to balance their budgets:

    They created what are basically state-owned shell companies called “Local Government Financing Vehicles”. They gave these LGFVs free valuable land, which they then used to take out loans that local governments themselves couldn’t. The trick is that because their debt is hidden, local governments appear far healthier than they really are, while at the same time, meeting the quotas set by Beijing. Following the 2008 crisis, LGFVs transformed from a little quirk of its financial system to the backbone of local economies. If these ‘financing vehicles’ default on their loans, or if housing prices fall too steeply, local governments now have just as much to lose as homeowners. If a local government stops taking out loans, it instantly loses over a third of its revenue, causing a different kind of doomsday. So while the central government may direct local officials to control their debt, the best they can really do is feign cooperation.

  • Flu Manchu only temporarily halted home price rises, and they’re still soaring.
  • “Solutions are far too costly to assume their implementation.”
  • There are a lot more videos of China suckage, but I’ll have to split this up and get to those another time.

    Is China Screwed?

    Thursday, April 14th, 2022

    Here are two videos where Peter Zeihan argues that China is screwed for many reasons, not least of which is demographics.

    Takeaways:

  • One child per couple means that China is “the fastest aging society in human history, with the largest sex imbalance in human history.”
  • “They’ve run out of people of childbearing age.”
  • They were going shrink in half by 2100. “Then they realized that they had been overcounting people for some time.” Then new data moved the date moved up to 2070. And now they’re saying it will be 2050. “For that to be true, the Chinese would have overcounted the population by 100 million.” And all of those missing people are of childbearing age.
  • Their population actually peaked 15 years ago.
  • “We’ve seen a 12-fold increase in Chinese labor costs since 1991.”
  • “China isn’t getting rich, it’s getting old.” They’re facing demographic collapse within a decade.
  • Xi’s instituted a cult of personality, and silenced anyone capable of independent thought. “He knows that the country’s current economic model has failed. And he knows he can’t guarantee economic growth, and he knows he can’t keep the lights on, and he knows he can’t win a war with the Americans.”
  • Xi’s solution? “Naked, blatant, ultra nationalism. Ethnocentric ultranationalism of the Nazi style.”
  • At the top, they don’t care about keeping the lights on. “A third of the country is facing power rationing.”
  • “These are the sorts of things that you do if you know that the bottom’s falling out and there’s nothing you can do about it, and you have to shift the conversation to remain in power.”
  • “In China, money is a political good. It exists to serve the needs of the CCP.”
  • “All of the economic growth we have seen in China since 2006 is because of debt.”
  • Corporate debt is 350% of GDP, “making China the most indebted country in human history in both absolute and relative terms.” Every country that’s come within half of this has collapsed under the debt load.
  • I’m omitting discussion of how China is screwed on semiconductors (covered enough here), and also the possibility of invading Taiwan (this video was released late last year, before Russia invaded Ukraine).
  • “The Biden administration in bits and pieces is redefining strategic ambiguity, and it’s not clear to me what the endgame is here.” Well, there’s a whole lot that isn’t clear about the Biden Administration…
  • Zeihan thinks Biden might recognize Taiwan for a foreign policy win. Zeihan also thinks that both China and Russia are so weak we can wait them out. (Remember: Pre-Ukraine invasion.)
  • Zeihan dismissive of both Obama and Trump foreign policy.
  • “Joe Biden has been on the wrong side and the right side of every foreign policy decision the U.S. has made in the last 45 years, because he doesn’t have any core beliefs he tacks with the wind.”
  • Now let’s forward to March 24, where Russia’s colossal failure in Ukraine has actually made China even more screwed.

    Takeaways:

  • The biggest damage that we are seeing from the Ukraine war (outside of Ukraine, obviously) is in China. Because in one month the Russians have pulled back the blinders on what has been a 50-year strategic program, the idea that China can come to global power with American sponsorship, with American indifference, that it can take Taiwan, that it can intimidate Japan, that they can dominate all of east Asia and yet not suffer economically at all. It was always ridiculous, but now it’s been shown to just be absolutely stupid.

  • No one can escape the power of global markets because of trade.
  • “The yuan is only traded internally because it’s the most manipulated currency in history. The euro confiscates bank deposits to pay for bailouts.”
  • Russia is the world’s second largest oil exporter, and it can’t export more to China because the pipes that go east don’t interconnect with the ones that go west. “The rail lines are already beyond capacity.”
  • In the west: “One way or another, those pipes aren’t surviving this year.” (Not sure that’s correct, but I’ve long thought that we should be seeing more structure hits inside Russia than we’ve seen thus far.)
  • “The stuff that goes to the Black Sea is in a war zone, so insurance companies will not give the indemnification that is necessary for vessels to operate in that area. So the only way a ship can go and dock it overseas right now is if a country gives its sovereign indemnification and takes all the risk.”
  • Primorsk, on the Baltic, is open. However: “Ship captains for the most part are refusing to go, and European dock workers are refusing to unload the cargo when it arrives. So that is still in use but not nearly as much, maybe a quarter of what it used to be before the war started.”
  • To get more oil to China: “You would have to build a fundamentally new infrastructure from the fields in northwest Siberia to Chinese population centers that is greater than the distance from Miami to Anchorage, most of which is through virgin territory that is very rugged. That’s a 10-year program minimum even with the Chinese building it.”
  • “We’re looking at the single largest removal of crude from the market ever, and in proportional terms it’s going to have a shock somewhat similar to World War II.”
  • We have insurance companies not doing it, shipping companies not doing it, dock workers not doing it and now Halliburton, Baker Hughes and Schlumberger have pulled out, and they do the technical work that makes a lot of this possible. All the super majors are gone, and we even have a couple of major projects out in Sakhalin that are probably just going to die because the Russians can’t make those projects work by themselves. Most of the oil and gas out of that goes to China, so we’re actually looking at an environment where the Chinese see reduced flows rather than increased, as Russia is just melon-scooped out of the market.

  • When the Russians fell under sanctions, everything that the Chinese thought was true about their future was laid bare as, at best, wishful thinking and bad analysis. So they are now looking east to the United States and west to the Russians in a little bit of a panic, because they are being tied indirectly to what’s going on in Ukraine. And they have now found out not only does the west’s and specifically the United States’ financial tools work very well, they now know they would work much better against China than against Russia, because at its core Russia is a commodities exporter, most notably oil, natural gas and food. China imports all those things, so if an equivalent sanctions regime was done against the Chinese, you’d have 500 million dead Chinese in less than a year from starvation.

    Here I think he overstates the case, as there are a lot of emergency avenues a communist government could pursue to stave off starvation. Like invading Mongolia and turning it into emergency farmland. Which is not to so they wouldn’t have some starvation, especially in worse-case scenarios…

  • “The Chinese have always seen themselves as anti-American [well, the commies, anyway -LP], they’ve always seen themselves as anti-Western, anti-democracy and now they’re realizing that the mood of the man in the White House determines whether their country exists.”
  • As tight as the sanctions are, as big as they’re getting, they’re nothing compared to the corporate boycotts. Almost every single company that left Russia was under no legal requirement to do so, they just didn’t want to be associated with the war. And we’re talking about those ESG, social goody two-shoes mammoth companies like Exxon and Halliburton, who are now gone, and everyone else followed. So if that happened to China, you know that’s all of their investment that matters. That’s all of their technology transfers, that’s all of their end markets. This system, if it turned against China, would be far more damning than anything we’ve seen out of Russia so far.

  • I think Zeihan overstates the case a bit, and probably immanizes the timeline of crisis more than warranted, but the demographic and economic challenges China faces are very real.

    Also keep in mind that no one in 1988 expected the Soviet Union to collapse as quickly as it did, either…

    Know Who’s Bummed About Russia’s Military Failure In Ukraine? China

    Wednesday, April 6th, 2022

    A goodly part of the world is pleased about the manifest failure of Vlad’s Big Ukraine Adventure, some are indifferent to it, but only Russia, client-state Syria, and puppet-state Belarus really seem upset about it.

    Know who else is bummed? China.

    Operation Desert Storm was a turning point in modern Chinese military history. As military planners with the People’s Liberation Army watched U.S. and allied forces make short work of the world’s fourth-largest military (on paper), equipped with many of the same systems as the PLA, it became obvious that China’s quantitatively superior but qualitatively lacking massed infantry would stand no chance against the combination of modern weaponry, C4ISR, and joint operations seen in Iraq. The result was new military concepts and over two decades of often-difficult reforms, which produced the modern, far more capable, “informationized” PLA of today.

    Today, the PLA is no doubt closely observing its Russian contemporaries in Ukraine as they under-perform in multiple areas, from failing to take key targets or claim air supremacy to running low on fuel and supplies and possibly experiencing morale collapse, and surely taking away lessons that will shape its own future. Of note, Russia’s experience appears to have confirmed many of China’s recent assumptions behind its investments, such as the utility of unmanned aerial systems in high-intensity conflict, as well as the necessity for the PLA’s 2015 reforms, which aim to fix many of the issues driving Russian failure that the PLA recognizes in itself.

    Of the many issues that have contributed to Russia’s physical battlefield woes in Ukraine, one of the most important has been the lack of effective joint or combined arms operations, widely considered essential to any effective modern fighting force. Russia’s poor level of coordination between its various services and branches can only be generously described as incompetent. For example, it has repeatedly failed to provide effective air support to its ground forces or deconflict its air and air-defense forces to avoid friendly fire.

    The PLA has long had its own serious issues with joint operations. Traditionally dominated by the Army, the PLA had little success developing a truly joint force until a series of sweeping reforms in 2015 that replaced the former Army-dominated system with a series of joint theater commands. The PLA is thus aware of its own shortcomings and taking steps to fix it, but likely remains far off from being able to conduct truly effective, seamless joint operations. Efforts to conduct joint exercises are becoming more common, but most senior PLA leaders are still relatively inexperienced with joint operations, and even new officers typically do not receive joint education below the corps level. Further, it remains to be seen how far these reforms will go or to what extent they will “stick;” indeed, one reason the PLA did not attempt these reforms until 2015 was because of strong institutional pushback from the Army, whose leaders wished to retain their dominant status.

    To China, the Ukraine invasion will reinforce the importance of joint and combined arms operations, while also making clear that such operations are highly difficult to conduct in practice. Russia’s stumbles may give the PLA pause as to whether it is truly ready for all the joint elements that a successful Taiwan seizure would require, including close coordination between sea, air, and land forces.

    As well they should be. Russia shares a giant land border with Ukraine, was able to through something like 150,000 troops into the fight, and still got mauled while failing to meet their initial objectives. A giant land border is world’s away from having to conduct fiercely contested landing operations against the heavily defended island of a sophisticated, technological peer foe who’s had over half a century to prepare.

    Also, it can’t be encouraging that Russia was unable to hold control of Hostemel Airport during the early stages of the war, since airport seizures for an airbridge into Taiwan has played a large role in many wargamed invasion scenarios.

    Some paragraphs on conscript armies and information warfare skipped.

    China has also taken note of Russia’s disasterous logistics:

    Another ongoing issue has been Russia’s serious problems with poor logistics. The sight of broken-down or abandoned vehicles has become common as Russian forces run out of fuel and other vital supplies. To its credit, the PLA has also been rapidly reforming and modernizing its logistical system as part of the same broad set of 2015 reforms. As part of these reforms, the PLA has emphasized its logistics organizations and created the Joint Logistics Support Force. This force’s training has focused on cooperation with other branches of the PLA, and it has cut its teeth training to establish supply lines during natural disasters. In 2018, the JLSF launched its first major exercise, dubbed “Joint Logistics Support Mission 2018,” featuring medical drones, helicopter-dropped refueling depots, and operations in harsh and remote terrain.

    Hey, remember all that stuff I said about long land borders vs. amphibious and airborne invasion? It applies double (if not quadruple) for logistics. China can’t assume it will have complete air and sea control of the Taiwan strait, and it’s really hard to run an invasion if you’ve run out of ammo, food and fuel.

    However, while the outward manifestation of many of the issues faced by the Russian military appear to be logistical in nature, the true heart of the issue may be corruption. There are reports that before the invasion Russian military officers sold off their fuel and food supplies, and that these corrupt practices may be responsible for the stalling of a Russian tank column outside Kyiv. In this regard, the PLA has much to fear. Corruption has plagued the PLA for decades, with some PLA officers bluntly stating in 2015 that it could undermine China’s ability to wage war. Reportedly, more than 13,000 PLA officers have been punished in some capacity for corruption since Xi Jinping took power, including more than a hundred generals. This was a particular problem in the logistics sector, where there are more opportunities for corruption and links to the civilian economy.

    Yet, despite the reorganization of the PLA and widespread prosecution of corruption cases, it still appears to be a major issue. Anti-corruption efforts are ongoing, with Chinese Gen. Zhang Youxia recently calling for innovative measures to keep up the fight. But the fact that Fu Zhenghua, the man brought in to take down the corrupt former security chief Zhou Yongkang, is himself now under investigation for corruption does not bode well for the long-term effectiveness of China’s efforts. The troubled invasion of Ukraine provides a stark real-world example to Xi, the CCP, and PLA about the impact corruption can have on military effectiveness, and will no doubt cause them to redouble their anti-corruption efforts with a newfound urgency. However given its similar authoritarian system and emphasis on career advancement through patronage, systemic corruption may be baked into the system.

    China without corruption is like Norway without snow.

    But not everything is that’s made life difficult for Russia will apply to China.

    While China will benefit from Russia’s increasing reliance on its goods and services, Beijing can be expected to retool its geo-economic strategy to reduce its vulnerability to a similar nightmare scenario. For example, it will likely redouble its efforts to promote its Cross-Border Interbank Payment System—an alternative to the SWIFT international banking system—among its strategic partners and foreign aid recipients in the developing world.

    Likewise, China’s recent “Dual Circulation” economic strategy appears to be aimed at countering a decoupling from China’s trade partners. Further, Beijing has surely observed how easy it was for corporations to withdraw from Moscow. If China is to be exposed to the risk of global sanctions and corporate withdrawal, so too are countries and corporations exposed to dependence on the world’s second-largest economy, and thus the government will likely take efforts to make any sanctions or corporate turn against China as painful a prospect as possible. Either way, policymakers in Washington need to understand that the sanctions being used today against Russia are unlikely be as effective the next time around, as China is not just a different economy, but also will learn from the current conflict and adjust accordingly.

    This is undoubtedly true, and China has a much broader and more modern economic and industrial base with which to wage war. All the more reason for America to bring critical manufacturing and other economic business outsourced to China back home.

    For all these valuable lessons, there is little doubt that China has been watching the ongoing conflict with no small amount of chagrin. Chinese leaders are reportedly surprised and unsettled by the poor military performance of its Russian partners, Ukraine’s resistance, and the level of solidarity from the international community. The image of a much smaller state, against all odds, successfully resisting a larger neighbor surely sits uneasily in the psyches of CCP apparatchiks and PLA officials. It also counters the narrative of overwhelming force and grim inevitability Beijing has sought to instill in the psyches of the Taiwanese people. It is notable that early attempts by Chinese state media to capitalize on the Ukraine invasion in precisely this fashion, illustrating how the United States will surely abandon Taiwan when the chips are down, quietly ceased after the initial days of the war, when it became apparent that the U.S. was not, in fact, abandoning Ukraine. Beyond purely psychological factors, Ukraine also offers a blueprint for successful resistance via asymmetric warfare very similar to Taiwan’s proposed Overall Defense Concept, perhaps giving a jolt to a plan that most analysts agree offers Taiwan its best chance of success against the PLA but has stalled out in the face of bureaucratic resistance.

    While China and the PLA will surely watch Ukraine closely and try to take away the correct lessons, there is one uncomfortable parallel which China may be unable to avoid by the very nature of its authoritarian system. The runup to the Ukraine invasion featured multiple strategic miscalculations by Putin, driven at least in part by him surrounding himself with the yes-men who inevitably cling to authoritarian leaders, eager to please and afraid to speak truth to power. This was obvious in the visibly uncomfortable reaction of Russia’s SVR (foreign intelligence) chief as he was publicly pressured to agree with Putin in the days leading up to the war, as well as in the sackings and arrests of multiple military and intelligence officials after the war turned poorly. Authoritarian leaders have systemic problems in gaining reliable intelligence, oftentimes magnified by their overconfidence in their own singular understanding of a situation. As China continues its slide away from a system of intra-Party consensus toward a one-man cult of personality in which dissenting views are increasingly unwelcome, Xi is bound to encounter the same problem. It is unclear whether Xi will learn this lesson from Putin, or make his own similar miscalculations in the future towards China’s own neighbors.

    Dictatorships (especially communist dictatorships) greatly increase the possibility of a “Thermocline of Truth” building up between bad news and fawning yes-men fearful of making the dictator angry. There’s very little reason to believe that Xi Jinping’s chain of command suffers from the problem any less than Putin’s.

    In war, comforting lies will get your ass kicked.

    LinkSwarm for April 1, 2022

    Friday, April 1st, 2022

    Russia pulls back, inflation soars, and the Biden Administration is all in on grooming your kids. It’s the Friday LinkSwarm!

    Don’t forget it’s April Fools Day, so don’t take any wooden NFTs.

  • Russia has reportedly withdrawn its forces from Hostemel Airport outside Kiev.

    Russian forces have retreated from a Ukrainian airfield that was key to their original plan of overthrowing Volodymyr Zelensky’s government.

    Hostomel airport, just oustide Kyiv, was the scene of some of the fiercest fighting of the Ukraine war, as Vladimir Putin, the Russian president, sought to establish an air bridge to the capital.

    Control of the airport, 20km from Kyiv, changed hands several times, as Ukrainians at first defended fiercely and then attacked the Russian occupiers.

    Five weeks on, the Russians have moved out having failed in their mission, according to a senior US defence official, as it abandons plans to take the capital and shift forces to the east.

    This is a huge win for Ukraine, but it also means that surviving Russian forces can shift over to east Ukraine where the war is still hot.

  • Also: “Ukraine forces pulled off a rare attack on Russian soil Friday when two military helicopters destroyed a fuel depot in the city of Belgorod, situated roughly 40 miles north of the border with Ukraine.”
  • “Key Inflation Gauge Reaches 40-Year High.”

    A key inflation metric monitored by the Federal Reserve soared 6.4 percent in February compared to a a [sic] year ago, reaching a new 40-year high.

    The latest price surge, which affected the price of fuel, groceries and other consumer essentials, represents the largest year-over-year increase since January 1982, according to data released by the Commerce Department on Thursday.

    Not taking into account food and energy fluctuations, which tend to be more erratic and can overemphasize inflation, the personal consumption expenditures price index, the preferred inflation gauge of the Federal Reserve, jumped 5.4 percent in February from a year prior. Including gas and groceries, PCE surged 6.4 percent.

    It’s gonna get worse…

  • The Biden Administration is evidently all-in on tranny madness and grooming your children:
    
    

  • As is Disney.
  • DeSantis to Disney: You want to complain about teachers no longer being allowed to talk to kindergartners about anal sex? Fine. How about we just remove your special self-governing status? (Hat tip: Stephen Green at Instapundit.)
  • Speaking of DeSantis, he has some pretty sweet talent lined up for this:

  • What’s behind this creepy push for foisting transexualism on pre-teens? A long, creepy history of Marxist indoctrination.

    Through brand names like “comprehensive sex education” and one of its parent programs, “Social-Emotional Learning (SEL),” our government schools have been turned into Groomer Schools, and parents are beginning to notice. What many will not understand, however, is that this isn’t just a fluke of our weird and increasingly degenerate times. It is, in fact, a long-purposed Marxist project reaching back into the early 20th century. In this episode of the New Discourses Podcast, join James Lindsay as he explains the long history of the sexual grooming that has come into our schools through Critical Gender Theory and Queer Theory as they have crept into educational programs.

    There’s an hour long video there I haven’t watched all of yet…

  • Speaking of groomers:

  • Just how bad is the graft, waste and fraud in that $1.5 trillion porkulus bill? This bad. Look over that vast list of special subsidies and ask yourself “How many of these programs are designed to channel taxpayer money into the pockets of Democratic activists.” The answer seems to be “Most of them.”
  • 8 Joe Biden Scandals Inside Hunter Biden’s MacBook That Corporate Media Just Admitted Is Legit.” China, Ukraine, Russia, etc.
  • Republican lawmakers would like to see emails between Hunter Biden and the Obama White House.
  • White House Press Secretary Jen Psaki is leaving for MSNBC. So many angles: A.) Rats, sinking ship. B.) That revolving door between Democratic staffers and the MSM continues apace. C.) I hear she has an offer to star in Chairman of the Board 2.
  • Flu Manchu update: Asymptomatic spread is bunk.
  • BuzzFeed News union votes to strike as job cuts loom.” I suppose that would be Amalgamated Listicle Crafters Local 106…
  • Just when you thought it was safe to go back in the supply chain: “22,000 Union Workers At 29 West Coast Ports May Strike…West Coast union dockworkers may strike if they don’t come to an agreement to replace their existing contract with marine terminals. The contract is set to expire at the end of June.” Labor strikes are yet another part of the classic winter of discontent formula the Biden Administration is using to bring back the worst of the 1970s.
  • Another part of that classic 1970s discontent record is soft on crime polices, just like those pursued by George Soros-backed DA’s like Larry Krasner.

    Philadelphia district attorney Larry Krasner has presided over a surge in violent crime, and his new policy promises more of it. Krasner recently announced plans to de-prosecute crimes for offenders aged 18 to 25, ignoring how this age group tends to contain the most violent of criminal defendants.

    Krasner’s office has established a new unit that will move some 18-to-25-year-old defendants into “rehabilitative programming” instead of seeking criminal punishments. As Krasner’s data dashboard demonstrates, “rehabilitative programming” is just a euphemism for dismissing charges. Krasner promises that the program will be limited to nonviolent offenses, including drug trafficking and other offenses. (The Philadelphia Inquirer reports that gun crimes will not be included, but Krasner has previously stated that prosecutions for illegal gun possession are “not only ineffective but unjust and racially discriminatory.” The link in the district attorney’s office data dashboard about Philadelphia’s Gun Violence Task Force takes the reader to a page that states “Article Not Found.”)

    This new program reflects Krasner’s determination not to think like a prosecutor, but instead to think like the criminal defense lawyer he was. The program was developed by Sangeeta Prasad, a fellow with the district attorney’s office who previously served as a public defender in New York, New Mexico, and Philadelphia. Before assuming her current post, she had no prior experience as a prosecutor, just like Krasner. The chief public defender for Philadelphia has called the new unit “an incredible initiative,” but Philadelphia courts were not invited to the press conference announcing the plan and stated that they were not aware of the experiment.

    The new initiative comes at an awkward time. In 2021, Philadelphia experienced the highest number of homicides in its history, and the violence is continuing in 2022. Indeed, Philadelphia homicides have risen every year that Krasner has been in office, as carjackings, shootings, and drug overdoses soar. What makes the policy more bizarre is that it runs counter to decades of criminological research. One of the iron laws of criminal conduct is the so-called age-crime curve, which demonstrates that the majority of serious crimes are committed by defendants between the ages of 15 and 25. This finding obtains around the world and has been replicated time and again.

  • Speaking of repeat offenders, Millen, Georgia police Officer Larry “Ben” Thompson quit after being caught on tape having public sex while on-duty. Fair enough, but his lengthy record of misdeeds makes you wonder why he wasn’t fired long ago, since he managed to shoot another officer in the arm (“negligent discharge”) and killed a guy in a traffic accident in route to a call. (Hat tip: Dwight.)
  • Nevada/Utah Ponzi scheme leads to FBI shootout. “The alleged $300 million scheme, run by a lawyer named Matthew Beasley, came to a head when FBI agents went to his home earlier this month and Beasley drew a gun on himself, before pointing it at agents, prompting them to shoot him.”
  • “[Fort Worth Superintendent] Kent Scribner will leave the district this August instead of in 2024, when his contract ends. In response to recent outcry from parents regarding Superintendent Kent Scribner’s support of CRT-based policies, Fort Worth ISD’s school board voted 7-0 to move up Scribner’s last day as superintendent to August 31, 2022.”
  • Ouch! Texas “Taxpayers’ Property Appraisals Rising 20% to 50% as Supply Chain Disruptions Meet Population Growth.” Austin-Round Rock is slated for the biggest increase, some 35.4%.
  • Don’t look now, but there’s another big Zero Day Internet infrastructure exploit out in the wild. “Spring4Shell is a remote code execution vulnerability in Spring Framework that can be exploited for remote code execution without authentication.” Spring is a Java framework that’s almost 20 years old, so the issue could potential be lurking in a lot of places…
  • Another week, another hate crime hoax. (Hat tip: Instapundit.)
  • Speaking of false accusations of racism, Gibson’s Bakery win over Oberlin in court yet again. “A three-judge panel on the Ninth District Court of Appeals issued a unanimous decision to uphold a 2019 ruling by Lorain County Judge John Miraldi, who initially awarded the bakery more than $40 million in punitive and compensatory damages, Cleveland.com reported. However, the sum was later reduced to $25 million, though the bakery was awarded more than $6 million for lawyers’ fees.”
  • Bullet vs Newton’s Cradle at 100,000 FPS.
  • Final Destination: Schuylkill County edition:

  • The Lock-picking Lawyer fills his wife’s Beaver.
  • Huskeys be crazy:

  • Former CIA Officer Mike Baker On Bad Intelligence And Putin

    Saturday, March 26th, 2022

    Here’s a snippet on the Russo-Ukrainian War from an interview Joe Rogan did with former CIA officer Mike Baker last week.

    Some takeaways:

  • Putin has been “pretty damn consistent over the years.”

    If you look at what he did in Chechnya, if you look at what he did helping Assad in Syria, if you look at what he did annexing Crimea, if you look at Georgia, Abkhazia, South Ossetia. Every step of the way he’s been following in his mind this stated desire, that he’s made very public over the years, to rebuild his sphere of influence.

  • We were too optimistic, thinking that he was thinking like we do in a rational process.
  • Intelligence on what Putin actually wants is hard because his inner circle keeps getting smaller and smaller.
  • Human intelligence is hard, and despite movies, blackmail or a honeytrap are rarely the most effective methods.
  • Putin was a KGB officer for 15 years, and he served in East Germany rather than the west. “He doesn’t really understand how we think.”
  • The collapse of communism 1989-1991 was a great opportunity for recruiting spies behind the iron curtain.
  • Putin thinks “You guys have disrespected me, fuck you all. I told you I want my spirit a sphere of influence, and I don’t care whether I have to break it.”
  • “He called the collapse of the Soviet Union the greatest tragedy of the 20th century, and he’s he’s serious about that, he means that.”
  • He’s cut loose some of his own inner circle over the past couple of weeks.
  • “Was he given bad intel? Or was he given intel and choose to ignore it?” Like many dictators, Putin has a “thermocline of truth” (though Baker doesn’t use that phrase) between him and any possible bad news.
  • “They were gonna get in there, maybe within 48 hours, they were going to have control of Kiev, they would be welcomed by the population in Ukraine, and they would be able to establish a puppet regime.”