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August 2007

August 30, 2007

Juan Cole: Sistani Aides Held by JAM; Muqtada freezes Paramilitary for 6 months

Informed Comment: Sistani Aides Held by JAM
Muqtada freezes Paramilitary for 6 months

: Two senior aides to Grand Ayatollah Ali Sistani--Abdul Mahdi al-Karbala'i and Ahmad al-Safi-- were kidnapped on Tuesday by the Mahdi Army and are still being held as captives, according to the Kuwaiti News Organization. This report seems to confirm that the Mahdi Army attempted to take over the shrine of Imam Husayn in Karbala under the cover of the festival of the birth of the 12th Imam, which had brought a million pilgrims into the city. The shrine is worth millions if not hundreds of millions in pilgrimage revenue annually, and is also a source of prestige among Shiites. The two kidnapped clerics had preached there.

PM Nuri al-Maliki confirmed that militiamen had attempted to take over the shrine, but he muddied the waters by calling the attackers "remnants of the Baath" and suggesting that they wanted to blow it up. Far more likely, they wanted to displace the Supreme Islamic Iraqi Council from it and to start appropriating the monies from the pilgrimage trade for themselves.

Al-Maliki fired 1500 policemen in Karbala on Wednesday and dismissed the police chief, Major General Saleh Khazal Al-Maliki, on grounds of dereliction of duty. (It may be that the police were in some part recruited from or highly sympathetic to the Mahdi Army, and so they declined to intervene in its push to take the shrine by force).

In the aftermath of the fighting Tuesday in the holy city of Karbala between the Mahdi Army and the Badr Corps of the Supreme Islamic Iraqi Council, and then attacks on SIIC offices in Baghdad by Mahdi Army fighters, the militia's leader, Muqtada al-Sadr, called Wednesday for it to lay down its arms for 6 months.

My guess is that Muqtada realizes that his men went too far, in trying to take the shrine of Imam Husayn by main force, and in disrupting a major Shiite festival. These actions would be highly unpopular in the Shiite street, and could cost Muqtada some of his otherwise impressive popularity in the South. Aljazeera showed him speaking in Najaf, by the way, putting the lie to Bush administration allegations that he had gone into hiding in Iran (that was just a smear, since he prides himself on his Iraq nationalism).

Al-Hayat reports in Arabic that Muqtada said: "We considered it beneficial to freeze the Mahdi Army without exception, in order to rebuild its structure in such a way as to preserve its doctrinal heading-- for a period of 6 months from the issuing of this decision." He added, "We also announce three days of mourning, and the closing of the offices of the Martyr Sadr thoughout Iraq, the wearing of black, the holding of mourning sessions." He urged the public to investigate what had occured in Karbala.

August 26, 2007

Matthew Matthew Yglesias Is Shrill Because of the Deliberate Obtuseness of the Washington Post

Matthew Yglesias (August 26, 2007) - Mentioned By Whom (Foreign Policy): David Ignatius displays his mastery of deliberate obtuseness in The Washington Post:

In "back to the future" mode, the name being mentioned these days is Ayad Allawi, a former Baathist who was interim prime minister and has strong support among Sunnis, even though he's a secular Shiite. Allawi has bundles of money to help buy political support, but it comes from Saudi Arabia and the United Arab Emirates, rather than the United States.

Being mentioned by whom? And why? Might Allawi have published any op-eds in prominent newspapers that Ignatius works for? Mightn't there have been some reporting recently on this "money to help buy political support" going to a powerful Republican lobbyist and communications operation here in DC? Meanwhile, this description of where the money comes from seems pretty misleading. A good friend of his runs a CIA-funded "Iraqi" intelligence service that doesn't report to Iraq's government. Another friend stole a billion dollars (much of it presumably from the US Treasury originally) from the Iraqi government.

Kathy G.: The New Republic's Latest Charmer

Ezra Klein: The New Republic's Latest Charmer: Ah, New Republic! You never really do let me down, do you?

I admit to having had a second thought or two about writing this post. Was it, oh, perhaps a teensy weensy bit over the top? Might it be said to be lacking the attribute of scrupulous, Olympian fairness and evenhandedness? After all, in that paragraph about what's good about the New Republic, I left out a few names. Noam Scheiber, for example -- now he's a smartie! And Jonathan Cohn -- how could I forget Jonathan Cohn? As someone else put it, Cohn is "the best health care writer not named Ezra Klein."

But then I saw this, and every one of my self-doubts melted away in an instant. In the post, titled "Another Psychotic Creep Writing at The New Republic," Brad DeLong notes the latest charming addition to the New Republic stable, an academic named Philip Jenkins who's now writing for TNR's Open University.

On that blog, Jenkins has been gracing us with his pensees regarding Muslim history. There's this, for example:

[T]he Arabs actually borrowed their much-cited "Muslim science" (the astrolabe and so on) from the Nestorians and other Eastern Christians...

And this:

[I]t is rather rich to complain that after the Reconquista, "In an act of utter domination, the Christian king orders the great [Córdoba] mosque consecrated as a Catholic church." Actually, that mosque (like most major Spanish mosques) was itself built on the site of an earlier church.... [T]he purveyors of public broadcasting history have learned something; but they are still offering apologetics, not reality.

But wait, wait -- it gets better! Philip Jenkins, I thought: now where have I heard that name before?

And then it came to me -- of course! Philip Jenkins is the author of Pedophiles and Priests, an infamous screed about the child sexual abuse scandals in the Catholic Church. It basically amounts to a defense of said pedophiles -- or "the childf------" (as my girl Kathy Griffin referred to them in an episode of this season's My Life on the D List).

As the great Gary Wills pointed out in this* memorable filleting of Jenkins in the New York Review of Books, Jenkins's work has been indispensable to reactionary Catholics who have attempted to cover up, downplay, and otherwise evade responsibility for the sexual abuse scandals. Wills wrote:

The principal villains he [Jenkins] found in the priest-pedophile crisis of the 1990s were anti-Catholics, greedy lawyers, self-promoting prosecutors, sensationalistic newspapers, therapists seeking clients, and feminists with their "theology of abuse." He never seems to consider the possibility that the panic was not manufactured, or that many factors impeded rather than promoted the revelation of priestly misconduct. Reluctance to believe, report on, or expose priests is deeply built into American culture.

American bishops and their defenders gladly promoted Jenkins's claim that there was nothing to the priest-pedophile phenomenon but bad faith on the part of those "exploiting" it. They even said that his testimony was stronger and more disinterested because Jenkins is not a Catholic. With his help they dismissed or minimized the "panic," which allowed Cardinal Bernard Law and others to continue sending accused priests about their ordinary ministry with the results we have seen in Boston and elsewhere. When Cardinal Law in the 1990s called down God's judgment on The Boston Globe, he was just putting in his own way Jenkins's attack on "the political interests of the activists and groups who used the media to project their particular interpretation of the putative crisis."

The New Republic -- employer of a defender of childfuckers. Well hey, I've got to hand it them -- it is entirely consistent with the house style of "contrarianism or death." Because the idea that childf------ is not such a bad thing is indisputably contrarian, is it not?

Congratulations, guys! I didn't think it was possible, but you've really outdone yourselves here! I can't think of a single thing you've done that's a more telling expression of your rotted soul.

August 24, 2007

Barry Ritholtz: CDO Insiders: "We Knew We Were Buying Time Bombs"

The Big Picture | CDO Insiders: "We Knew We Were Buying Time Bombs": Here's an email I received late yesterday from a friend, "R," who was in the CDO business from way back when to right through the past few years. "R" writes:

I've been paying attention to your macro economic call lately and you're right on.  Three anecdotal stories for you that you can use on Kudlow.  (PLEASE don't mention my name).

  1. XXXXXX and I were talking in 2003 about how shaky these low FICO, high LTV, 2/28 ARM's that were being created were. People in the know knew then those loan products were going to be a problem in the future. Way back in 2003, it didn't make sense.

  2. In early '05, XXXXXX tried to hook me up with a HF he knew that wanted to play the CDO issuer game. I talked to the guy and told him that at the risk of talking them out of hiring me, I wouldn't do it. I thought that game was topped-out even back then. A bit early, but perhaps the right call.

  3. I was talking to CDO managers in mid-'05 that were saying how rich sub-prime MBS was and how wrong everyone was for buying that stuff at the spreads they were. To a man, they all agreed they were paying too much for the risk, they all believed that HPA [ED: home price appreciation] was going negative soon. But, sadly, they had to buy the stuff because they needed to accumulate collateral for their CDO issuance. Fuck, we all knew we were overpaying, even back in 2005. We knew it was essentially a bet that home price appreciation was going to continue at levels that couldn't be sustained. No way that could keep going on.

Everyone was saying the same thing: Home pricing cannot continue appreciating at the same rate, and the second this thing turns, we are FUCKED.

Is it really any surprise to anyone that the mortgage business got too far ahead of itself?  To me, the only surprise has been it took so long for all of this to happen.

So what was the prime motivating factor?:

The answer is quite simple: DEAL FEES. I gotta keep buying collateral, in order to keep issuing these transactions as a CDO manager. Its my job: I gotta keep accumulating collateral, and I gotta issue the liability against that collateral.

In 2005, we all said "I hate the real estate market, I hate the credit spread, but my job is to keep doing this: Buying Collateral and issuing CDOs. Everyone was the buying this shit to do any deal." The greed went thru the whole chain, from the home owner buying a property they couldn't afford right up to the CDO manager buying subprime paper.

Why did these managers keep buying this bad junk?:

Well, nothing is "bad junk" -- it's just priced wrong. No one believed the under-performance of these MBS loan pools would ever be so severe. Everyone knew in the back of their minds that the possibility existed, as did the possibility that residential real estate prices would move LOWER someday.

But no one wanted to be the first to acknowledge it fearing that they'd miss the opportunity to participate in big fees, big alpha, etc. . . ."

Thanks, R. Great insight from inside the belly of the beast.

August 23, 2007

Robert Baer: Prelude to an Attack on Iran

Prelude to an Attack on Iran: Reports that the Bush Administration will put Iran's Islamic Revolutionary Guard Corps on the terrorism list can be read in one of two ways: it's either more bluster or, ominously, a wind-up for a strike on Iran. Officials I talk to in Washington vote for a hit on the IRGC, maybe within the next six months. And they think that as long as we have bombers and missiles in the air, we will hit Iran's nuclear facilities. An awe and shock campaign, lite, if you will. But frankly they're guessing; after Iraq the White House trusts no one, especially the bureaucracy.

As with Saddam and his imagined WMD, the Administration's case against the IRGC is circumstantial. The U.S. military suspects but cannot prove that the IRGC is the main supplier of sophisticated improvised explosive devices to insurgents killing our forces in Iraq and Afghanistan. The most sophisticated version, explosive formed projectiles or shape charges, are capable of penetrating the armor of an Abrams tank, disabling the tank and killing the crew....

A second part of the Administration's case against the IRGC is that the IRGC has had a long, established history of killing Americans, starting with the attack on the Marines in Beirut in 1983. And that's not to mention it was the IRGC that backed Hizballah in its thirty-four day war against Israel last year. The feeling in the Administration is that we should have taken care of the IRGC a long, long time ago.

Strengthening the Administration's case for a strike on Iran, there's a belief among neo-cons that the IRGC is the one obstacle to a democratic and friendly Iran. They believe that if we were to get rid of the IRGC, the clerics would fall, and our thirty-years war with Iran over. It's another neo-con delusion, but still it informs White House thinking.

And what do we do if just the opposite happens — a strike on Iran unifies Iranians behind the regime? An Administration official told me it's not even a consideration. "IRGC IED's are a casus belli for this Administration. There will be an attack on Iran."

August 21, 2007

Matthew Yglesias on Gideon Rose

Last Word on Gideon Rose: I don't really know what to say about Gideon Rose's attempt to respond to his blogospheric critics.

Instead, let me observe this. During a week long guest-blogging stint for The Economist Rose seems to have written five blog posts. Two of them -- forty percent of the total -- were dedicated to how left-wing critics of the foreign policy establishment go too far and, in fact, are just as bad as those dastardly neocons. Zero percent of his posts concerned the current neoconservative effort to gin up a war with Iran. National Review's editorial proclaiming that we "will never be safe" until we change the ideology of the government in power in Iraq? Not mentioned. Anything in The Weekly Standard or Charles Krauthammer column or Bill Kristol's many TV appearances worth criticizing? No.

Okay, so maybe liberal bloggers are both more pernicious and more influential than every single conservative opinion journalist in the country. Maybe rebutting Duncan Black is really more important than tackling the right-wing noise machine. But how about Rudy Giuliani? His senior foreign policy advisor Norm Podhoretz published a long article making "the case for bombing Iran" earlier this year. Podhoretz says he thinks Giuliani shares his views on this matter. Giuliani himself penned a foreign policy manifesto for Foreign Affairs (where Rose himself works so surely he's read it) in which he came out of the closet as a raving lunatic whose idea of peace is to plunge the country into an endless series of wars.

Rose didn't see fit to mention that, either.

This is why even someone like me who thinks Glenn Greenwald's views are a bit too far to the left can heartily share his concerns about the nature of the foreign policy establishment. Given that Rose deploys "anti-war bloggers are like neocons" as an insult, I suppose he doesn't admire the neoconservative worldview. And yet he can't seem to muster the energy to actually oppose it, even at the very time it's being espoused more loudly than ever by a leading presidential candidate, and the Bush administration itself is once again taking steps to lay a legal predicate for war with Iran.

Something is wrong here.

The War as We Saw It

The War as We Saw It: August 19, 2007:

VIEWED from Iraq at the tail end of a 15-month deployment, the political debate in Washington is indeed surreal. Counterinsurgency is, by definition, a competition between insurgents and counterinsurgents for the control and support of a population. To believe that Americans, with an occupying force that long ago outlived its reluctant welcome, can win over a recalcitrant local population and win this counterinsurgency is far-fetched. As responsible infantrymen and noncommissioned officers with the 82nd Airborne Division soon heading back home, we are skeptical of recent press coverage portraying the conflict as increasingly manageable and feel it has neglected the mounting civil, political and social unrest we see every day. (Obviously, these are our personal views and should not be seen as official within our chain of command.)

The claim that we are increasingly in control of the battlefields in Iraq is an assessment arrived at through a flawed, American-centered framework. Yes, we are militarily superior, but our successes are offset by failures elsewhere. What soldiers call the “battle space” remains the same, with changes only at the margins. It is crowded with actors who do not fit neatly into boxes: Sunni extremists, Al Qaeda terrorists, Shiite militiamen, criminals and armed tribes. This situation is made more complex by the questionable loyalties and Janus-faced role of the Iraqi police and Iraqi Army, which have been trained and armed at United States taxpayers’ expense.

A few nights ago, for example, we witnessed the death of one American soldier and the critical wounding of two others when a lethal armor-piercing explosive was detonated between an Iraqi Army checkpoint and a police one. Local Iraqis readily testified to American investigators that Iraqi police and Army officers escorted the triggermen and helped plant the bomb. These civilians highlighted their own predicament: had they informed the Americans of the bomb before the incident, the Iraqi Army, the police or the local Shiite militia would have killed their families.

As many grunts will tell you, this is a near-routine event. Reports that a majority of Iraqi Army commanders are now reliable partners can be considered only misleading rhetoric. The truth is that battalion commanders, even if well meaning, have little to no influence over the thousands of obstinate men under them, in an incoherent chain of command, who are really loyal only to their militias.

Similarly, Sunnis, who have been underrepresented in the new Iraqi armed forces, now find themselves forming militias, sometimes with our tacit support. Sunnis recognize that the best guarantee they may have against Shiite militias and the Shiite-dominated government is to form their own armed bands. We arm them to aid in our fight against Al Qaeda.

However, while creating proxies is essential in winning a counterinsurgency, it requires that the proxies are loyal to the center that we claim to support. Armed Sunni tribes have indeed become effective surrogates, but the enduring question is where their loyalties would lie in our absence. The Iraqi government finds itself working at cross purposes with us on this issue because it is justifiably fearful that Sunni militias will turn on it should the Americans leave.

In short, we operate in a bewildering context of determined enemies and questionable allies, one where the balance of forces on the ground remains entirely unclear. (In the course of writing this article, this fact became all too clear: one of us, Staff Sergeant Murphy, an Army Ranger and reconnaissance team leader, was shot in the head during a “time-sensitive target acquisition mission” on Aug. 12; he is expected to survive and is being flown to a military hospital in the United States.) While we have the will and the resources to fight in this context, we are effectively hamstrung because realities on the ground require measures we will always refuse — namely, the widespread use of lethal and brutal force.

Given the situation, it is important not to assess security from an American-centered perspective. The ability of, say, American observers to safely walk down the streets of formerly violent towns is not a resounding indicator of security. What matters is the experience of the local citizenry and the future of our counterinsurgency. When we take this view, we see that a vast majority of Iraqis feel increasingly insecure and view us as an occupation force that has failed to produce normalcy after four years and is increasingly unlikely to do so as we continue to arm each warring side.

Coupling our military strategy to an insistence that the Iraqis meet political benchmarks for reconciliation is also unhelpful. The morass in the government has fueled impatience and confusion while providing no semblance of security to average Iraqis. Leaders are far from arriving at a lasting political settlement. This should not be surprising, since a lasting political solution will not be possible while the military situation remains in constant flux.

The Iraqi government is run by the main coalition partners of the Shiite-dominated United Iraqi Alliance, with Kurds as minority members. The Shiite clerical establishment formed the alliance to make sure its people did not succumb to the same mistake as in 1920: rebelling against the occupying Western force (then the British) and losing what they believed was their inherent right to rule Iraq as the majority. The qualified and reluctant welcome we received from the Shiites since the invasion has to be seen in that historical context. They saw in us something useful for the moment.

Now that moment is passing, as the Shiites have achieved what they believe is rightfully theirs. Their next task is to figure out how best to consolidate the gains, because reconciliation without consolidation risks losing it all. Washington’s insistence that the Iraqis correct the three gravest mistakes we made — de-Baathification, the dismantling of the Iraqi Army and the creation of a loose federalist system of government — places us at cross purposes with the government we have committed to support.

Political reconciliation in Iraq will occur, but not at our insistence or in ways that meet our benchmarks. It will happen on Iraqi terms when the reality on the battlefield is congruent with that in the political sphere. There will be no magnanimous solutions that please every party the way we expect, and there will be winners and losers. The choice we have left is to decide which side we will take. Trying to please every party in the conflict — as we do now — will only ensure we are hated by all in the long run.

At the same time, the most important front in the counterinsurgency, improving basic social and economic conditions, is the one on which we have failed most miserably. Two million Iraqis are in refugee camps in bordering countries. Close to two million more are internally displaced and now fill many urban slums. Cities lack regular electricity, telephone services and sanitation. “Lucky” Iraqis live in gated communities barricaded with concrete blast walls that provide them with a sense of communal claustrophobia rather than any sense of security we would consider normal.

In a lawless environment where men with guns rule the streets, engaging in the banalities of life has become a death-defying act. Four years into our occupation, we have failed on every promise, while we have substituted Baath Party tyranny with a tyranny of Islamist, militia and criminal violence. When the primary preoccupation of average Iraqis is when and how they are likely to be killed, we can hardly feel smug as we hand out care packages. As an Iraqi man told us a few days ago with deep resignation, “We need security, not free food.”

In the end, we need to recognize that our presence may have released Iraqis from the grip of a tyrant, but that it has also robbed them of their self-respect. They will soon realize that the best way to regain dignity is to call us what we are — an army of occupation — and force our withdrawal.

Until that happens, it would be prudent for us to increasingly let Iraqis take center stage in all matters, to come up with a nuanced policy in which we assist them from the margins but let them resolve their differences as they see fit. This suggestion is not meant to be defeatist, but rather to highlight our pursuit of incompatible policies to absurd ends without recognizing the incongruities.

We need not talk about our morale. As committed soldiers, we will see this mission through.

Buddhika Jayamaha is an Army specialist. Wesley D. Smith is a sergeant. Jeremy Roebuck is a sergeant. Omar Mora is a sergeant. Edward Sandmeier is a sergeant. Yance T. Gray is a staff sergeant. Jeremy A. Murphy is a staff sergeant.

August 20, 2007

Matthew Yglesias on the Latest Atrocity in the New Republic

Matthew Yglesias: Benjamin Wittes plays his appointed role as "liberal who agrees with conservatives about all the topics he writes about" (it seems shocking that Jeffrey Rosen wasn't available) and defends the new wiretapping law:

To know whether the new law represents a strong long-term policy response to the technological changes now challenging FISA, I would have to know a lot more about the NSA's surveillance technologies both in the 1970s and now than is public. I would want to know also how the NSA interprets phrases like "reasonably believed to be located outside of the United States" and how it means to handle situations in which such people turn out, notwithstanding the agency's reasonable belief, to be running around Cleveland.

But for whatever it's worth, had I been a Democrat on Capitol Hill, I would not have opposed this change as a six-month interim step while I studied such questions. And I would not have felt that I had sold out, surrendered, or caved in by giving the intelligence community what it says it needs while giving myself the time to decide if I agreed.

I may not be a Fellow and Research Director in Public Law at The Brookings Institution or a member of the Hoover Institution Task Force on National Security and Law, but here's a wild guess as to how the NSA is going to interpret the phrase "reasonably believed to be located outside of the United States" -- they'll interpret it so as to give themselves as broad a mandate as possible. Other ambiguous phrases, likewise, will be interpreted so as to give themselves as broad a mandate as possible. What's going to happen when they mess up: as little as possible. This is why, in the real world, we look not at administrative guidelines but rather at enforcement mechanisms.

Rules and interpretations of this sort aren't self-enforcing (you can look it up in Wittgenstein) which is why the significant part was way up higher in the piece:

"Hang on," I hear you cry. "Wasn't the 1978 FISA a restraint on government surveillance power? Didn't it put a court between the spooks and their targets? And doesn't this law remove that court in vast numbers of cases?" Yes to all.

And there's the rub. Absent meaningful checks and balances -- or even the prospect of embarrassing public disclosure -- the rule can say anything you like. It could be "surveillance is allowed only for really good and worthy purposes, and never for bad and abusive ones" and it wouldn't make any difference.

August 19, 2007

Matthew Yglesias on Gideon Rose and The Very Serious People Who Claim to Be "Experts" on Foreign Policy

Matthew Yglesias: Rose sees an irony -- there's a certain structural similarity between the claims neocons made against one group of experts (professional diplomats and intelligence analysts) and the claims liberal bloggers are making against another group of experts (center-left think tankers). I see a different irony. When neocons were busy deriding the expertise of professional diplomats and intelligence analysts, where oh where were our precious think tankers?

Was Brookings holding panels on what to do about the fact that a group of dangerous radicals had taken control of the policy apparatus and was, against the advice of diplomatic and intelligence professionals, taking the country into a wildly misguided invasion of Iraq? No. Many relevant Brookings experts were saying nothing, and others were joining with the neocons to push the country, against the advice of diplomatic and intelligence professionals, taking the country into a wildly misguided invasion of Iraq.

And there's the rub. Rose would, I think, like to make this a conversation about expertise and professionalism. But I'm not, and I don't think anyone in the blogosphere is, against expertise and professionalism. The question is whether some of our country's self-proclaimed experts -- and media proclaimed experts -- really deserve to be considered experts. What, for example, is the nature of Michael O'Hanlon's expertise on the broad range of subjects (his official bio lists him as an expert on "Arms treaties; Asian security issues; Homeland security; Iraq policy; Military technology; Missile defense; North Korea policy; Peacekeeping operations; Taiwan policy, military analysis; U.S. defense strategy and budget") upon which he comments? Obviously, it would be foolish to just let me speak ex cathedra as an "expert" on the dizzying array of subjects on which I comment, but it seems equally foolish to let O'Hanlon do so, especially since his judgment seems so poor. I made a stab at a systemic difference between think tank people and professionals in the public sector, but Rose raises some convincing points to the effect that this dichotomy isn't as sharp as I wanted it to be. Still, we can certainly talk about specific individuals -- particularly individuals who seem to be unusually prominent or influential -- and whether or not they really deserve to be held in high esteem.

What's needed isn't less expertise, but better expertise and above all more honest expertise. To take an example, Rose accuses me of repeating "a silly canard about Foreign Affairs never having published anything opposing the Iraq war, which conveniently ignores this." When I read that, I got worried. When I wrote that, I was just repeating something I'd read in the book, and maybe the authors were wrong. I clicked the link expecting to find out that I'd made an embarrassing error and I was going to need to post a correction. The full article is for subscribers only, so I actually can't read it, but here's Foreign Affairs' summary:

President Bush's case for war on Iraq overlooks a very real danger: if pushed to the wall, Saddam Hussein may resort to using weapons of mass destruction against the United States. Such a strike may not be likely, or may not succeed, but attacking Saddam is the best way to guarantee that it will happen. And Washington has done far too little to prepare for it.

That was in the January/February 2003 issue of the magazine. If that's Rose's best stab at a refutation of the notion that Foreign Affairs didn't provide a venue for opponents of the war to make their correct arguments about the Iraq debate, then I'm not sure I have anything to apologize for. At any rate, I'm actually quite encouraged by the fact that we now have members of the Dread Establishment engaging with their critics (O'Hanlon's interview with Glenn Greenwald, etc.) since that in and of itself changes the pattern of consistent high-handed dismissals of everyone to their left. People should recall that the "Very Serious People" business is, at root, a joke about the habit of using the "serious/unserious" concept to unfairly marginalize people.

If we're all talking now, then perhaps those days are behind us.

August 16, 2007

Andrew Sullivan: Michael Totten on the Failure of the Surge

The Daily Dish: A Not-So-Strange Quiet: One reason the surge is "working" in bringing some peace to some areas in Iraq: there's a truce between Shia soldiers who have infiltrated the Iraq military under US command and the Shia militias. Duh. Totten sees beneath the spin here:

I went inside the Tactical Operations Center and spoke to the Public Affairs Officer. "What can I help you with, Mike?" he said.

"I want an on-the-record interview with Military Intelligence," I said. "Why?" he said. I told him what I had heard. "I can print rumor or fact," I said. He got me the interview.

Master Sergeant Jeffrey K. Tyler met with me privately. "It's true," he said. "Many of the Iraqi Army soldiers here are supporters of JAM.” JAM is military shorthand for Jaysh al Mahdi, or Moqtada al Sadr's radical Shia Mahdi Army militia.

"They aren't in JAM cells necessarily, but they are sympathizers. They may let JAM guys through checkpoints, for example. They aren’t out kidnapping Sunnis or anything like that. They are sympathizers, not direct actors. Almost all the Iraqi Army soldiers here are Shias."

"Is their presence here the reason we aren’t getting mortared?" I said. "Because the Mahdi Army doesn’t want to blow up their own people?"

"We think that’s probably so," he said and nodded with confidence.

I didn't hear that in the briefing when I first got there.       I bet he didn't. Michael's conclusion:

Nothing makes me more pessimistic about Iraq’s future prospects than this. The Mahdi Army is Iran’s major proxy in Iraq. It is, in effect, the Iraqi branch of Hezbollah.

And we're training them.

HTML Mencken: Stop Selling Us Poison

Sadly, No! » Stop Selling Us Poison: Senator Dodd “calls for immediately suspending all imports of toys and food from China.”

Good.

Above: Although truly, the people who shop at this place have only themselves to blame.

Now step back, watch who gives him shit for this perfectly reasonable demand, and know your political enemy. Dodd will be called a turtle, a Sinophobe, a racial demagogue, an invoker of the Yellow Peril, a protectionist, etc., and the loudest voices saying such things won’t come from the wingnuts (though they’ll certainly have their share in the cacophony). No, it’ll be the Sensible Liberals — coughBradDeLongNickPistofTomFriedmanSebastianMallabyetalcough — who claim to share your values.

The problem here is the 21st Century version of The Jungle, with the Chinese government in the place of the meat packers, the Chinese people being the Lithuanian immigrant workers, and the American public. . .is still the American public, being poisoned by corporatist pigs defended, now as then, by a complacent and complicit intellectual class (back then, stodgy laissez-faire men, and now, neoliberal economists and globalization cheerleaders) whose anger is only aroused by the muckrakers and dissenters whose position Dodd, to his immense credit, echoes.

But a-hah, says the Sensible Liberal, the problem back then was solved by the FDA, and the problem now would be solved if Bush weren’t in charge of the FDA! So neener neener, HTML, I am too a Liberal and on the side of decency!

Well, no. While the current FDA is amazingly incompetent and corrupt even by normal Bushite standards of incompetence and corruption (which is saying a lot), even the ‘best’ Clintonoid FDA couldn’t possibly inspect all the food imports. The problem can only be solved by insisting through trade pacts that imported food is produced according to American environmental, labor, and safety standards. If they want our market, fine; they must treat their workers, the environment, and consumers by our rules (which admittedly aren’t all that great right now, either, also largely in thanks to corporate-whorish Sensible Liberals, but better by far than China’s). However, demanding such a remedy requires moral courage, something economics textbooks don’t teach — though there is apparently an esoteric chapter in them that instructs in the fine art of dishonestly using moral language. To wit: ‘why do [non-neoliberals] want to keep Chinese poor?’

James Carville: How Karl Rove lost a generation of Republicans

FT.com / Comment & analysis / Comment - How Karl Rove lost a generation of Republicans: [Rove] has lost an entire generation for the Republican party.

A late July poll... shows that a generic Democratic presidential candidate now wins voters under 30 years old by 32 percentage points. The Republican lead among younger white non-college-educated men, who supported President George W. Bush by a margin of 19 percentage points three years ago, has shrunk to 2 percentage points. Ideological divisions between the Republican party and young voters are growing. Young voters generally favour larger government providing more services, 68 per cent to 28 per cent. On every issue, from the budget to national security, young voters responded overwhelmingly that Democrats would do a better job in government....

The March poll from the Pew Research Center showed that 50 per cent of Americans identify as Democrats while only 35 per cent say they are Republican. The June NBC-Wall Street Journal poll showed 52 per cent of Americans would prefer a Democratic president while only 31 per cent would support a Republican, the largest gap in the 20-year history of the survey.

Mr Rove’s famous electoral strategy – focusing on the Republican base first – is also largely responsible for a shift in international public opinion against the US. It would not be fair to blame Mr Rove for the Iraq war. But it is clearly fair to blame his strategy for the Terry Schiavo fiasco and the Republicans’ adherence to the policies and doctrines of Jerry Falwell, Pat Robertson and James Dobson. The world and now most of the US are contemptuous of the theocratic underpinnings of the policy Mr Rove ushered into government.

There is also a distinction to be made between Karl Rove the political strategist and Karl Rove the government official. Mr Rove was not just an operative sitting at the Republican National Committee and scheming. He had a West Wing office. This distinguishes him from other political operatives, whose roles were outside the White House doing scheduling, advance work and presentation. They were not firing and hiring or shaping national security policy.

Mr Rove was as powerful a government figure as he was a campaign figure. The past six and a half years of Mr Rove’s career were spent as a very, very senior and extraordinarily influential Bush administration official.

He has been assistant to the president, senior advisor and deputy chief of staff. Mr Rove was the architect of social security reform, immigration, the hiring and firing of justice department officials and the placement of literally thousands of ideologically driven buffoons throughout the US government. As deputy chief of staff he was also responsible for handling the White House post-Katrina reconstruction efforts. On these actions, history has already rendered its judgment on Mr Rove. And, as we say in Louisiana, “it ain’t pretty”.

When it comes to judging Mr Rove’s political career, I am reminded of Chinese premier Zhou Enlai’s meeting with Henry Kissinger in the 1970s, when Mr Kissinger asked, “What do you think of the French Revolution?” Zhou replied: “It’s too soon to tell.”

If the trends hold, the one thing that we can be sure of is that Mr Rove’s political grave will receive no lack of irrigation from future Republicans.

Ezra Klein: The Economics of Bill Richardson

The Economics of Bill Richardson | The American Prospect: My problem with Bill Richardson is that he's a pro-growth Democrat. This should not be taken to mean that I'm anti-growth: I hereby pledge to never support a presidential candidate who runs on a platform of economic contraction. (I'm objectively anti-contraction!) That said, it's hard to swallow a Democrat who continually implies that vast swaths of the party hew to an anti-growth platform. It's even harder when that Democrat refuses to name names.

And Richardson refuses to name names. I interviewed Richardson by phone as he drove through rural New Hampshire, cell phone crackling in and out as his caravan snaked through the mountains. (Full transcript here.) We were talking about his support for a Balanced Budget Amendment -- more about that in a second -- when Richardson trotted out his "look, I'm a pro-growth Democrat," line. He says this a lot, and I've always found it curious. "Can you name some anti-growth Democrats?" I asked. "No," Richardson replied. "I'm not going to do that. But I know some." Well, could he tell me what part of the Democratic party, or strain of progressive economic thinking, he considered anti-growth? "I'm not going to specify," he said.

Here's the good news: I no longer think Richardson is an economic conservative. I was misled by his support for a Balanced Budget Amendment, his constant comments that "The Democratic party, our first solution is to tax, but I'm not of that school," his attempts to contrast himself with anti-growth politicians. In our interview, he shredded the implications of every one of those comments, often to the point of incoherence. He stipulated that his Balanced Budget Amendment wouldn't apply during recessions or war and would allow him to better preserve our safety net; he admitted that current tax revenues are insufficient and would have to be increased; and he spoke eloquently and often of the importance of universal healthcare reform and Social Security.

Rather, Richardson is an economic opportunist. He's adopted the conservative's rhetorical critique of liberal economic thought in order to distinguish himself from the other candidates, most of whom are responding to this moment of mortgage crises and insecurity with a forthrightly progressive vision. Richardson's vision, which ticks off the same checkboxes as all the other candidates (crumbling infrastructure, rising college debt, 45 million uninsured, Social Security under attack, etc), comes couched in a superficial critique of anti-growth Democrats he won't name and a strain of economic thought he won't specify.

Worse, the policies that Richardson is backing, and the political promises he's implying, actually are anti-growth. Richardson might want to carve out enough exemptions in his Balanced Budget Amendment to render it essentially meaningless, but his emphasis on an end to red nevertheless narrows his ability to run deficits. "I have to [balance budgets] as a governor," he said, "and my economy is in good shape. So I just believe that fiscal discipline -- when you have a balanced a budget you get good results. You get enough funds for domestic programs because your economy is moving in the right direction."

But that's not the general experience in the states. Safety net programs are countercyclical in nature: When the economy goes down, the need for them expands. So at the exact moment that government revenues drop, more people sign up for, say, Medicaid. The states can't afford this, and the poor can't complain, so the strapped government's slash Medicaid spending. In times of economic duress, if you're unable to deficit-spend, programs for the impoverished are generally the first to experience cuts.

Richardson promises that his Balanced Budget Amendment wouldn't apply during a recession, though. That may obviate the problem, or his political need to keep a near-balanced budget in light of his promises and rhetoric may still constrain his options. Even in the more optimistic scenario, however, it's still not clear that deficit reduction is "pro-growth."

Last April, Nobel Prize-winning economist Joseph Stiglitz appeared at the Economic Policy Institute to give a talk entitled "Getting Beyond Balanced Budget Mania and Addressing the Nation's Needs," in which he argued against the simplistic view -- held by Republicans as well as some Democrats -- that a balanced budget necessarily accelerates growth. "Consider a company," Stiglitz said. "You would never say, 'oh, this company is borrowing a lot and therefore, it is a bad company.' You would always say what is it borrowing for? Is it for investment? You want to look at both its assets and its liabilities. You want to look at its balance sheet…Well, when we talk about the deficit, we're talking about only one part of that balance sheet. We're talking about what's happening to the liabilities, what it owes, but not to what it's spending the money on."

In other words, to pay down each dollar of the deficit, the government has to spend a dollar. To spend a dollar improving health care, or invest in green energy, or fund Pell grants, also costs a dollar. And there are a limited number of dollars. The question is where those dollars would do the most good -- where their expected returns would be, in short, more than a dollar. Spending $90 billion to reform and universalize health care may do more to accelerate economic growth than spending $120 billion to reduce the deficit.

Richardson tries to have it both ways. He also boasts a thoughtful, if unambitious, universal health care plan (which we discuss at length in the interview) and impressive proposals for cutting carbon emissions and investing in renewable energy. But to pay down the deficit, Richardson would, in reality, have to sacrifice some of that proposed spending, and by keeping it balanced he would hamstring his hopes to increase investment in those areas. And those sacrifices may indeed prove anti-growth.

The pity of it all is that Richardson doesn't need to offer these sops to fiscal conservatism. The electorate is overwhelmingly anxious about the state of the economy, exhausted by years of tax cuts and untrammeled corporate capitalism, and desirous of significant new social investment. These rhetorical capitulations may have been necessary in 1992, when Democrats were mistrusted as economic stewards, but they're not necessary today, and serve only to harm progressive priorities and enable the right wing's attacks against unnamed fiscal drunks populating the left.

At the end of the day, I believe that Richardson is pro-growth. After our interview, I even believe that his view of the economy is basically progressive. But rhetoric that implies substantial portions of the Democratic party are anti-growth is harmful to the push for a more progressive economic platform, and Richardson's attendant policy proposals will constrain a future Richardson presidency. Not to mention, it's wrong on the merits, too: Richardson could be more pro-growth if he were only willing to be less anti-deficit.

August 14, 2007

Juan Cole: Informed Comment

Informed Comment: Sunni Arab guerrillas deployed an explosively formed projectile (a kind of roadside bomb) against 4 soldiers who had come in a humvee to investigate the sniping death of a fifth soldier. All four were killed. Unfortunately the LA Times calls the guerrillas "al-Qaeda-allied." This terminology is from the Bush administration lexicon. I very much doubt that the LA Times knows whether the group that set the bomb is allied with al-Qaeda or not. Indeed, for all we know, this cell belonged to the Baath Party.

Note too that the Sunni Arab neighborhoods have the explosively formed projectiles, just as do the Shiite neighborhoods. Iran is not giving them to Sunnis, and certainly not to 'al-Qaeda-allied' Sunnis. Ipso facto, Iran cannot be the only source of EFPs, and it is not established except by allegation and innuendo that they are a source at all. (If the Sunni Arab guerrillas can make EFPs, so could Iraqi Shiites).

It is always surprising what you can conclusively deduce just from reading the newspapers without the spin that the administration and the Pentagon manages to implant in the stories.

17 corpses were found in the streets of Baghdad, more than double the number during a recent Shiite festival and consequent curfew. It suggests that Shiite death squads took off a few days for the festival, but are now back to work. It is a hell of a shift...

David Gardner: America’s Illusory Strategy in Iraq

FT.com / Home UK / UK - America’s illusory strategy in Iraq: Future historians of how Iraq was lost will, of course, alight on the memoirs and the memos of those who drove the policy, measuring declaration against execution, ambition against outcome. They will savour the solipsism of a Paul Bremer, the US viceroy whose disbandment of the Iraqi army left 400,000 men destitute and bitter, but armed, trained and prey to the insurgency then taking shape – but whose memoir paints him as a MacArthur of Mesopotamia.

They will be awed by the arrogance and fecklessness of a Donald Rumsfeld, defence secretary and theorist of known unknowns, who summed up the descent into anarchy and looting in the hours after Baghdad fell (when, very possibly, Iraq was lost) – “Stuff happens”.

But their research will be greatly assisted by the diligence of the Government Accountability Office, the investigative arm of the US Congress, which keeps on unearthing the bottomless depths of incompetence behind the Bush administration’s misconceived adventure in Iraq.

This week, the GAO reported that the Pentagon cannot account for 110,000 AK-47 assault rifles and 80,000 pistols supposedly supplied to Iraqi security forces – adding to well-founded suspicions that insurgents are using US-supplied arms to attack American and British troops....

There has been a mass exodus of teachers and doctors, civil servants and entrepreneurs, a haemorrhage of Iraq’s future. Nearly 4m Iraqis have been uprooted by this cataclysm. Instead of bringing democracy to Iraq and the Arabs, the 2003 invasion has scattered Iraqis across the Middle East – as well as creating laboratory conditions for the urban warfare urged on jihadis by Ayman al-Zawahiri, al-Qaeda’s strategist. The time to have surged is long since past.

Politically, there are no institutions, there is no national narrative. Ministries are sectarian booty and factional bastions. The interior ministry, headquarters for several death squads, is, according to the Los Angeles Times, partitioned into factional fiefs on each of its 11 floors – with the seventh floor split between the armed wings of two US-allied groups.

Two ostensibly benign by-products of the US invading Iraq were: the empowerment of the Shia majority there, giving the sect, a dispossessed minority within Islam, rights denied for centuries; and the welcome panic of an ossified Sunni Arab order based on a toxic mix of despotism and social inequity that incubated extremism. But Iraq’s Shia politicians seem unwilling to put state above sect. Such is the Sunni, jihadi-abetted backlash, and the intra-Shia fight over the spoils, that the Shia have not so much come into their inheritance as entered a new circle of hell.

The Shia-led government of prime minister Nouri al-Maliki has ceased to pursue even a communalist agenda, preferring the narrower sectarian interest of his faction of the Da’wa party. With the withdrawal of 17 of 38 members of Mr Maliki’s cabinet – including all the Sunnis and two big Shia factions – government has for most practical purposes ceased.

To believe any policy might work in these circumstances – let alone a slow-motion surge – requires heroic optimism. Some of that was placed in Gen David Petraeus, US commander in Iraq. At least until this week.

It turns out those Kalashnikovs went missing on his previous watch, as trainer-in-chief of the still barely existent Iraqi army. Gen Petraeus, a student of counterinsurgency with a PhD from Princeton and a gift for PR, had been lionised for his command of the 101st Airborne division in 2003-04, and especially his “hearts and minds” campaign in the north. After his withdrawal, however, two-thirds of Mosul’s security forces defected to the insurgency and the rest went down like fairground ducks. His forces appear not to have noticed, moreover, that Saudi-inspired jihadis had established a bridgehead in Mosul before the war had even started.

But US commanders seem to have no trouble detecting the hand of Tehran everywhere. This largely evidence-free blaming of serial setbacks on Iranian forces is a bad case of denial. First, the insurgency is overwhelmingly Iraqi and Sunni, built around a new generation of jihadis created by the US invasion. Second, to the extent foreign fighters are involved these have come mostly from US-allied and Sunni Saudi Arabia, not Shia Iran. Third, the lethal roadside bombs with shaped charges that US officials have coated with a spurious veneer of sophistication to prove Iranian provenance are mostly made by Iraqi army-trained engineers – from high explosive looted from those unsecured arms dumps.

Shia Iran has backed a lot of horses in Iraq. If it wished to bring what remains of the country down around US ears it could. It has not done so. The plain fact is that Tehran’s main clients in Iraq are the same as Washington’s: Mr Maliki’s Da’wa and the Supreme Islamic Council of Iraq led by Abdelaziz al-Hakim. Iran has bet less on the unpredictable Moqtada al-Sadr and his Mahdi army, which has, in any case, largely stood aside during the present troop surge.

So, in sum. Having upturned the Sunni order in Iraq and the Arab world, and hugely enlarged the Shia Islamist power emanating from Iran, the US finds itself dependent on Tehran-aligned forces in Baghdad, yet unable to dismantle the Sunni jihadistan it has created in central and western Iraq. Ignoring its Iraqi allies it is arming Sunni insurgents to fight al-Qaeda. And, by selling them arms rather than settling Palestine it is trying to put together an Arab Sunni alliance (Egypt, Jordan and Saudi Arabia) with Israel against Iran. All clear? How can anyone keep a straight face and call this a strategy?

Jay Rosen: Karl Rove and the Religion of the Washington Press

PressThink: Karl Rove and the Religion of the Washington Press: Whereas I believe that the real—and undeclared—ideology of American journalism is savviness, and this is what made the press so vulnerable to the likes of Karl Rove.

Savviness! Deep down, that’s what reporters want to believe in and actually do believe in— their own savviness and the savviness of certain others (including operators like Karl Rove.) In politics, they believe, it’s better to be savvy than it is to be honest or correct on the facts. It’s better to to savvy than it is to be just, good, fair, decent, lawful, civilized, sincere or humane.

Savviness is what journalists admire in others. Savvy is what they themselves dearly wish to be. (And to be unsavvy is far worse than being wrong.) Savviness—that quality of being shrewd, practical, well-informed, perceptive, ironic, “with it,” and unsentimental in all things political—is, in a sense, their professional religion. They make a cult of it. And it was this cult that Karl Rove understood and exploited for political gain.

What is the truest mark of savviness? Winning, of course! Everyone knows that the press admires an unprincipled winner. (Of a piece with its fixation on the horse race.) Josh Green, a reporter for the Atlantic Monthly who actually took the time to understand Karl Rove’s career, totaled up his winnings in a 2004 article (“Karl Rove in a Corner,” subscribers only.)

“As far as I can determine, in races he has run for statewide or national office or Congress, starting in 1986, Rove’s career record is a truly impressive 34—7.” This record, he notes, “would be impressive even if he used no extreme tactics. But he does use them.” Again and again, Green observes. Rove tries to destroy people with whispering campaigns. He makes stuff up. He transgresses and figures no one will stop him. He goes further than others in the game. These are things you would think journalists would recoil at, or at least observe with regularity.

But Karl Rove: political extremist is not what I read in the press yesterday as word of his resignation got around. Green in ‘04:

Having studied what happens when Karl Rove is cornered, I came away with two overriding impressions. One was a new appreciation for his mastery of campaigning. The other was astonishment at the degree to which, despite all that’s been written about him, Rove’s fiercest tendencies have been elided in national media coverage.”

Elided: to omit, leave out, or strike from consideration. Green is saying that they overlooked how vicious he has been. My explanation: they admired how savvy he has been.

Have you noticed, in all the press coverage of Rove’s announcement yesterday, how no one spoke of knowing Karl Rove as a source? Matt Cooper is one we know about because of the trial of Scooter Libby. (“Spoke to Rove on double super secret background for about two mins before he went on vacation …”) There are many others we do not know about because they agreed to keep his name a secret. But make no mistake: they are also the ones writing the “balanced” non-committal retrospectives, the ones with 50-50 headlines like “Rove bows out despised and deified.” (Jim VandeHei and Mike Allen in the Politico.)

Green’s colleague at the Atlantic, Mark Ambinder, marveled at it: “Boy, did Karl Rove get in his gut the biases, predilections, worldviews, habits, ticks and insecurities of the national media.” I agree with this. And with Ambinder’s observation that part of Rove’s “realignment theory” was to “delegitimize, decertify and discombobulate the press; control it with psychological power; reduce its influence on the political process,” while simultaneously seducing reporters with his credentials as a winner and his savvy take on American politics. (See my posts on press rollback and decertification, policies for which Rove was “the architect.”)

Green was all over the talk shows yesterday because of his recent article in the Atlantic on what went wrong with The Rove Presidency. (Subscribers only) But it’s his study from three years ago that tells the tale about Rove and the press. He noted that close readings of Rove’s methods are relatively few. “Yet as I interviewed people who knew Rove, they brought up examples of unscrupulous tactics—some of them breathtaking—as a matter of course.” Rove had the “he said, she said” press figured out, according to Green:

He seems to understand—indeed, to count on—the media’s unwillingness or inability, whether from squeamishness, laziness, or professional caution, ever to give a full estimate of him or his work. It is ultimately not just Rove’s skill but his character that allows him to perform on an entirely different plane. Along with remarkable strategic skills, he has both an understanding of the media’s unstated self-limitations and a willingness to fight in territory where conscience forbids most others.

That’s the real Karl Rove. But you wouldn’t know it from the “despised and deified” coverage we saw yesterday.

Jay Rosen: Karl Rove and the Religion of the Washington Press

PressThink: Karl Rove and the Religion of the Washington Press: Whereas I believe that the real—and undeclared—ideology of American journalism is savviness, and this is what made the press so vulnerable to the likes of Karl Rove.

Savviness! Deep down, that’s what reporters want to believe in and actually do believe in— their own savviness and the savviness of certain others (including operators like Karl Rove.) In politics, they believe, it’s better to be savvy than it is to be honest or correct on the facts. It’s better to to savvy than it is to be just, good, fair, decent, lawful, civilized, sincere or humane.

Savviness is what journalists admire in others. Savvy is what they themselves dearly wish to be. (And to be unsavvy is far worse than being wrong.) Savviness—that quality of being shrewd, practical, well-informed, perceptive, ironic, “with it,” and unsentimental in all things political—is, in a sense, their professional religion. They make a cult of it. And it was this cult that Karl Rove understood and exploited for political gain.

What is the truest mark of savviness? Winning, of course! Everyone knows that the press admires an unprincipled winner. (Of a piece with its fixation on the horse race.) Josh Green, a reporter for the Atlantic Monthly who actually took the time to understand Karl Rove’s career, totaled up his winnings in a 2004 article (“Karl Rove in a Corner,” subscribers only.)

“As far as I can determine, in races he has run for statewide or national office or Congress, starting in 1986, Rove’s career record is a truly impressive 34—7.” This record, he notes, “would be impressive even if he used no extreme tactics. But he does use them.” Again and again, Green observes. Rove tries to destroy people with whispering campaigns. He makes stuff up. He transgresses and figures no one will stop him. He goes further than others in the game. These are things you would think journalists would recoil at, or at least observe with regularity.

But Karl Rove: political extremist is not what I read in the press yesterday as word of his resignation got around. Green in ‘04:

Having studied what happens when Karl Rove is cornered, I came away with two overriding impressions. One was a new appreciation for his mastery of campaigning. The other was astonishment at the degree to which, despite all that’s been written about him, Rove’s fiercest tendencies have been elided in national media coverage.”

Elided: to omit, leave out, or strike from consideration. Green is saying that they overlooked how vicious he has been. My explanation: they admired how savvy he has been.

Have you noticed, in all the press coverage of Rove’s announcement yesterday, how no one spoke of knowing Karl Rove as a source? Matt Cooper is one we know about because of the trial of Scooter Libby. (“Spoke to Rove on double super secret background for about two mins before he went on vacation …”) There are many others we do not know about because they agreed to keep his name a secret. But make no mistake: they are also the ones writing the “balanced” non-committal retrospectives, the ones with 50-50 headlines like “Rove bows out despised and deified.” (Jim VandeHei and Mike Allen in the Politico.)

Green’s colleague at the Atlantic, Mark Ambinder, marveled at it: “Boy, did Karl Rove get in his gut the biases, predilections, worldviews, habits, ticks and insecurities of the national media.” I agree with this. And with Ambinder’s observation that part of Rove’s “realignment theory” was to “delegitimize, decertify and discombobulate the press; control it with psychological power; reduce its influence on the political process,” while simultaneously seducing reporters with his credentials as a winner and his savvy take on American politics. (See my posts on press rollback and decertification, policies for which Rove was “the architect.”)

Green was all over the talk shows yesterday because of his recent article in the Atlantic on what went wrong with The Rove Presidency. (Subscribers only) But it’s his study from three years ago that tells the tale about Rove and the press. He noted that close readings of Rove’s methods are relatively few. “Yet as I interviewed people who knew Rove, they brought up examples of unscrupulous tactics—some of them breathtaking—as a matter of course.” Rove had the “he said, she said” press figured out, according to Green:

He seems to understand—indeed, to count on—the media’s unwillingness or inability, whether from squeamishness, laziness, or professional caution, ever to give a full estimate of him or his work. It is ultimately not just Rove’s skill but his character that allows him to perform on an entirely different plane. Along with remarkable strategic skills, he has both an understanding of the media’s unstated self-limitations and a willingness to fight in territory where conscience forbids most others.

That’s the real Karl Rove. But you wouldn’t know it from the “despised and deified” coverage we saw yesterday.

August 13, 2007

Ezra Klein: Knocking Over The Chessboard

Ezra Klein: Knocking Over The Chessboard: Does Ken Pollack realize quite what he's proposing here?

We did meet with a number of top Iraqi policymakers over there and we found exactly what you said, which was absolutely no progress at that strategic political level. These are people who know that if there were really free and fair elections, they might not win nearly as many seats as they have under the current prevailing conditions of a failed state and a security vacuum. I came away from the trip believing it may be necessary to have new elections in Iraq and maybe even a new electoral system that actually could produce a government that is more representative of the Iraqi people, with leaders who actually would be much more willing to make compromises.

So he's suggesting, essentially, that the Americans unilaterally dissolve the sovereign Iraqi government and demand new elections that would be conducted in some theoretically more proportionate way, and which would be more amenable to compromises that would, in turn, rely on marginalizing the country's most powerful parties and thus angering exactly the groups we need to abide by compromises.

What if General David Petraeus just shot himself in the face instead? Wouldn't that have essentially the same effect?

August 12, 2007

Eric Martin: A Fistful of Dinar

A Fistful of Dinar - American Footprints: Publius raised an interesting issue in the comments to a recent post, and the topic is worth the space of a full post in response.  Said Publius:

It's difficult when I watch Duke-North Carolina games because I want both teams to lose [ed note: he's an unapologetic Kentucky fan for the record].  I feel something similar when I watch the intra-Shiite civil war.  Thus my question -- who should I be rooting for?  I'm assuming a SIIC-run nation would be the most likely to impose order (not least b/c they would gets lots of assistance/resources/etc. from a nation with a desire to avoid a messy vortex-causing civil war).  It also seems the most fertile ground for agreements with Iran ("help us and we'll help SIIC set up shop").  The Sunnis of course, no idea there, but I still feel like Iran-based parties have the most capability of controlling genocide, even if they have no inclination to do so. 

This is a very good question, and one that we should be grappling with given the fact that withdrawal will occur one way or the other over the next few years and we might want to position ourselves with respect to the post-occupation period.  I've been so busy trying to parse the intricacies of the ever-evolving political dynamic that I haven't really given it much thought.  That, and there really is no obvious answer.  There is no easily identifiable "good guy" that would obviate the need to dedicate the brain power necessary to be able to wade into the murky realm of the multiple cost/benefit analyses and come out feeling confident about a recommendation.

Now Jim Henley would probably chide us for presuming: (a) that the US government should actually get involved with internal Iraqi politics any further such that we would continue to interfere; and (b) that the US government could actually achieve its desired outcomes in these endeavors without pyrrhic levels of blowback/counterproductive unintended consequences. [ed: Jim, if I've misread your inclinations, I apologize, but maybe you would agree to play along ex arguendo].  In relation to (b) above, there's also the "reverse midas" phenomenon to consider, whereby we would actually undermine our favored party by tarnishing their image through association with our support.

Then again, publius' question is actually about "rooting" for one faction or another, which would allow for a purely sentimental position taken in connection with a more passive, hands-off role. Thus, we can table the Henley-themed objections for now. [more after the jump]

So back to the opaque and convoluted cost/benefit exercise.  The short answer to the question of who to root for is: it depends on what the underlying objectives are.  It is quite possible that the ultimate answer is: none of the above.  A closer look at the costs/benefits that would be associated with the ascendancy of each of the major players will illustrate my point.

Before that, though, it is worth noting that actual "genocide" is very unlikely.  The Sunnis are too potent a military force, and they have too much backing from neighboring regimes/populations to fall victim to mass extinction ala genocide.  An elevated level of civil war is certainly possible, and the ethnic cleansing of Baghdad and other mixed regions could get much uglier (or simply continue apace).  But the overall situation does not seem particularly conducive (pdf) to genocide.  That is why I find Eli Lake's definition of "victory" so interesting.  His criteria for victory: "avoiding a competitive, confessional genocide."  Under this rubric, I'd say we've won already.  Can we go home now?  

Back to the actual analysis.  Rooting for the Sunnis seems like a waste of effort.  First and foremost, they don't have the numerical supremacy necessary to exert control Iraq via anything resembling a democratic process.  The only way, then, would be for a despotic rule built around the use of coercive force.  In this regard, though, the Shiite cat has slipped out of the bag, and there's no getting it back in.  Not without military assets, and a system wide security apparatus, that would be potent enough to defeat the well armed Shiite militias and "official" Iraqi government forces (something comparable to Saddam's, say).   Even if the Sunnis managed to pull it off (they've done it before), the former Baathists wouldn't re-enter their erstwhile positions of power with a newly minted liberalism.  They would rule Iraq the only way they could given the precariousness of their minority position - like Saddam.  Almost impossible to root for that.

To the Shiites then.  The most intriguing option, I would say, is rooting for Sadr.  The upside: he is firmly rooted (ideologically speaking) in concepts of nationalism, Sunni-Shiite unity and opposition to the interference of foreign powers.  He is the most independent from Iranian influence of all the major Shiite factions.  The Sadrist leaders and organization stayed in Iraq during the 1980s and 1990s when the SCIRI (aka SIIC, now ISCI) and Dawa factions fled to Iran and Syria.  As a result, ties to Iran are far less potent.  This refusal to flee also feeds Sadr's nationalist cred vis-a-vis his Shiite rivals.  If our goal is to cut Iran out of the deal as much as possible, we should be pulling for him. 

This is not to say that Sadr refuses all aid and support from Iran - or that he would be overly hostile to Tehran as the leader of Iraq.  He would be foolish to assume such a posture.  It's just that Sadr and his current are not beholden to Iran the same way the others are.  That, and his nationalistic cred and Sunni outreach might make him at least a tolerable Shiite leader for many Sunnis (perhaps after an exhausting war, or simply a few years more of the current levels of bloodshed).  In addition, Sadr remains intent on maintaining the terrotorial integrity of Iraq. If holding Iraq together is a goal then, again, Sadr is the one to root for.

In addition, Sadr's Hezbollah-esque system of delivering services to the community seems to produce more results than the more cronyistic/personally enriching tendencies of the Dawa/ISCI leadership.  This might improve the lot of the Iraqis in the ensuing years.   

The problem with Sadr is that his ideological dedication to nationalism and Shiite/Sunni unity has been more consistent than the actual actions of his cadres (ethnic cleansing, vigilante reprisal killings, preemptive killings of former Baathists, etc).  In rebuttal, some observers have argued that these violent acts are not sanctioned by Sadr, and that he does not control his footsoldiers to the extent that he can prevent these serial transgressions.  But that's not exactly an endorsement of his abilities as an effective leader.  There are also concerns about the depth of expertise within his organization.  Does the Sadrist current have the technocrats necessary to run a country like Iraq?  I can't say.

On to Dawa/ISCI.  I'll treat these two as one unit because of their similar political lineage/recent experiences, common outlook and the close cooperative relationship they've forged during their joint tenure as stewards of the UIA.  The leaders and followers are also closer in class and socioeconomic status to each other, than the more populist and less affluent Sadrists (actually a source of tension).

As publius mentioned, Dawa/ISCI have the "institutional" support of Iran, as well as the Bush administration, ironically enough.  Dawa/ISCI have been able to pull off this patronage two-step with a Yojimbo-like dexterity - with the caveat being that, unlike the narrative in Yojimbo (and A Fistfull of Dollars for Sergio Leone fans), Dawa/ISCI actually have a preference for one of their benefactors [hint: it ain't us].  This would position them well to reap foreign aid and assistance going forward. 

The problem with this is that even with this influx of foreign assistance, Dawa/ISCI's leadership, as mentioned above, is rife with graft and corruption and short on concern for the plight of the Iraqi people - a lack of concern that is perhaps fueled by the lack of connection to Iraq and the daily lives of Iraqis born out of their prolonged exile.  This also limits their nationalistic cred, and certainly cuts short any cross-sectarian appeal (they are viewed as synomymous with Iran in many Sunni communities - and even by many Shiites).

Also as publius pointed out, the Dawa/ISCI option would provide the optimal vehicle for reaching an Iranian/American accord on the future governance of Iraq. This, however, would entail leaving Iraq under leadership that is rather inclined toward Tehran. 

Like the Sadrists, Dawa/ISCI's hands are dirty when it comes to ethnic cleansing and the targeted killings of former Baathists and other Sunni elements (see, ie, Bayan Jabr, the Badr Corp and the Interior Ministry generally speaking).  It is unclear if one would be better in terms of tamping sectarian violence, but at least Sadr has a stronger rhetorical inclination for Shiite/Sunni unity.  In addition, while there is a track record of sectarian violence under Dawa/ISCI's leadership, a Sadr-dominated regime is still a relative unknown (to the extent that maturation/enlightened tendencies/more comprehensive control over armed factions would grow out of national leadership, Sadr could improve on Dawa/ISCI's record).

Finally, Dawa/ISCI are more likely to push for the separation of Iraq.  If partition - or even soft partition - is the goal, then these are our guys. 

The smaller parties like Fadhila are too numerically insignificant to warrant consideration as a potential ruling faction.  Ditto the "secular" politicians whose most visible leaders, Ayad Allawi and Ahmad Chalabi, are so tainted by ties to the Bush administration (and the Baath Party and CIA in the case of Allawi), and lacking in popular support as to render them non-entities for these purposes.  Any attempt to implant either as a strongman would be rejected by virtually every other faction in Iraq.  It would be a rare occasion of cross-sectarian unity.  The Kurds, for their part, want no part in ruling Arab Iraq, and are content to back whichever faction is most inclined to allow them to continue their march toward de facto, if not de jure, independence.

In conclusion, the Sunnis, smaller Shiite parties and "secular" leaders lack the popular support necessary to govern democratically, and the military means/internal security apparatus to exert effective control over all of Iraq via a more dictatorial regime type.  In terms of the major Shiite factions, it comes down to a choice between two less-than-inspiring options - both of which would likely fail to stave off continued conflict and ethnic cleansing, and each has unique drawbacks as set forth above. 

The preference should be informed by the underlying objectives: The Sadrits offer a potential regime that would be more independent from Iran, would push to keep Iraq's territory intact, could utilize its social service network model to relieve some of the hardships currently faced by Iraqis and might be able to appeal to a certain segment of the Sunni population, eventually.  Dawa/ISCI would provide us with an ideal means to reach an accord with Iran (and Iran would have less inclination to destabilize Iraq going forward with their proxies in control), would enjoy the largesse of multiple foreign benefactors and would be more amenable to some form of soft partition. 

Not a lot of good here.  Mostly bad and ugly.

Richard Cheney on Why We Are Lucky to Be Out of the Iraq Quagmire

From 1994:

Hilzoy on Michael Ignatieff

Obsidian Wings: A Few Teensy Mistakes ...: Exhibit B: Michael Ignatieff's piece in last Sunday's magazine. Lots of Ignatieff's article is just silly, and I could not possibly improve on David Rees' commentary on it. Samples:

My eyes. Stinging. Is it tears, or blood? Can't tell-- all the mirrors are cracked. From my screams.

And, on a quote from Ignatieff:

Improvisation may not stave off failure. The game usually ends in tears. . . .

You know what would have pushed this essay into the realm of literary greatness? If Ignatieff had ended this paragraph with: "The game usually ends in tears-- the tears. . . of a clown." I don't know why, but that would have made me really happy."

The possibility alone makes me happy. I guess I'm easy to please.

Anyways, when I strip away the parts of Ignatieff's essay more suited to a series of inspirational posters of the sort sold in those catalogs people read out of desperate boredom on airplanes, I find that he offers the following reasons for his mistake:

First:

In academic life, false ideas are merely false and useless ones can be fun to play with. In political life, false ideas can ruin the lives of millions and useless ones can waste precious resources. An intellectual’s responsibility for his ideas is to follow their consequences wherever they may lead. A politician’s responsibility is to master those consequences and prevent them from doing harm.

I’ve learned that good judgment in politics looks different from good judgment in intellectual life. Among intellectuals, judgment is about generalizing and interpreting particular facts as instances of some big idea. In politics, everything is what it is and not another thing."

Um: really? Michael Ignatieff only just learned that ideas have consequences? -- This actually does seem to be what he is saying. Read it in context and tell me whether you disagree. Then stop and think for a bit about how hard it would be not to learn this lesson before you wrote extensively about invading Iraq.

I mean: it's not as though the world isn't full of people talking about how academics are shut up in their ivory towers, thinking their pointless little thoughts, far removed from actual life. It's not as though phrases like "that's all very well in theory, but it won't work in practice" aren't so common as to be completely banal cliches. (They involve a stupid view of theory, if you ask me -- no one would say, for instance, that the view that things fall up when you drop them is "all very well in theory", but just doesn't work in practice. If a theory doesn't work in practice, then either it's a theory that's not supposed to work in practice -- a theory of how things work at Hogwarts, for instance -- or it's a bad theory. But I digress.)

For an academic not to know that this is a pitfall of theorizing would be impossible in our culture. For an academic to have been aware of this possibility, but not to have taken it seriously while advocating a major war, would be flatly irresponsible. I do not believe that there is a third option that lets anyone who only belatedly learns this lesson off the hook. I mean: here's a further iteration of this alleged lesson: "Politicians cannot afford to cocoon themselves in the inner world of their own imaginings. They must not confuse the world as it is with the world as they wish it to be. They must see Iraq — or anywhere else — as it is." The very idea that someone is only learning this lesson after advocating a war -- or, for that matter, after the onset of puberty -- is truly dumbfounding.

Second:

The lesson I draw for the future is to be less influenced by the passions of people I admire — Iraqi exiles, for example — and to be less swayed by my emotions. I went to northern Iraq in 1992. I saw what Saddam Hussein did to the Kurds. From that moment forward, I believed he had to go. My convictions had all the authority of personal experience, but for that very reason, I let emotion carry me past the hard questions, like: Can Kurds, Sunnis and Shiites hold together in peace what Saddam Hussein held together by terror?

Here I can speak on the basis of some experience of my own, having seen things that were similar to what Ignatieff apparently saw, only in 1988, during the Anfal campaign, and in Turkey, where refugees were pouring into Iraq. I had believed that Saddam was a monster before that, but that experience gave that belief an urgency it had not had before. But it did not lead me to conclude that "Saddam had to go". Why not? Because while I was quite clear that if, say, God were to remove Saddam Hussein to some alternate universe in which he could torment only himself, that would be a good thing, any other version of "Saddam going" had to be a specific policy that would have specific results, and all the policies I could think of that the US might initiate had very, very serious downsides. Frankly, the only way I can see for someone to move from the belief that Saddam was a monster to the belief that we should remove him is to engage in what I call "benefit analysis".

Cost/benefit analysis involves weighing the costs of some proposed course of action against its benefits, doing the same for your various alternative courses of action, and choosing the one that has the best balance of benefits over costs. Benefit analysis, by contrast, involves thinking that because some proposed course of action has some benefits, it should be adopted. (Similarly, cost analysis involves thinking that because some course of action involves costs, it should not be adopted.) Any attempt to engage in cost/benefit analysis in the case at hand would have required asking what the costs of removing Saddam Hussein were, and whether they outweighed the benefits of removing him. It would not have allowed moving from the thought "he is a monster" to the conclusion "so we should remove him." Only benefit analysis does that.

(Parenthetical note: a general principle of the form: "whenever someone is a brutal dictator, that someone should be removed" would also license that conclusion. But that is a silly principle, and one that neither Michael Ignatieff nor Dick Cheney or anyone else seems to seriously entertain. There are a lot of brutal dictators we have never so much as considered removing, and some, like the leaders of Saudi Arabia and Egypt, with whom we are on very good terms.)

Again: the idea that neither cost analysis nor benefit analysis is a good way to make decisions is not a revelation that you'd expect someone to have only after advocating for a war. It just isn't. And if Michael Ignatieff had it only recently, then you really have to ask why on earth his opinions are taken seriously.

If we take either Dreher and Ignatieff at their word, then I think we really have to ask: why are people who are, by their own account, not just mistaken but completely clueless among the people who are given platforms to express their opinions? Why does anyone take those opinions seriously? Weren't their cognitive defects clear earlier? How could they not be?

However, I think there's another possibility. Ignatieff still seems to me to be trying to show that while he was wrong, many of the people who opposed the war were wrong too. For instance, he says:

We might test judgment by asking, on the issue of Iraq, who best anticipated how events turned out. But many of those who correctly anticipated catastrophe did so not by exercising judgment but by indulging in ideology. They opposed the invasion because they believed the president was only after the oil or because they believed America is always and in every situation wrong.

The people who truly showed good judgment on Iraq predicted the consequences that actually ensued but also rightly evaluated the motives that led to the action. They did not necessarily possess more knowledge than the rest of us. They labored, as everyone did, with the same faulty intelligence and lack of knowledge of Iraq’s fissured sectarian history. What they didn’t do was take wishes for reality. They didn’t suppose, as President Bush did, that because they believed in the integrity of their own motives everyone else in the region would believe in it, too. They didn’t suppose that a free state could arise on the foundations of 35 years of police terror. They didn’t suppose that America had the power to shape political outcomes in a faraway country of which most Americans knew little. They didn’t believe that because America defended human rights and freedom in Bosnia and Kosovo it had to be doing so in Iraq. They avoided all these mistakes.

It's odd that he doesn't identify either group of people. He does, however, say that the first group included "many" of those who opposed the war, while the second might, for all he says, represent some imaginary ideal that went unrealized in the run-up to the war.

This is just wrong. It's not as though no one managed to oppose the war managed to free him- or herself from the idea that "America is always and in every situation wrong." Most people who opposed the war, after all, supported the invasion of Afghanistan, which would be hard to explain if they thought that America was always wrong. Nor can people like Brent Scowcroft, Jim Webb, Wes Clark, and others who opposed the war before it started be dismissed on these grounds by anyone who is not, frankly, delusional. There were plenty of people who managed to believe simultaneously (a) that America is not always wrong, and (b) that it would be wrong to invade Iraq. Many of these people did so because they managed such not-too-difficult tasks as not taking wishes for reality; not supposing that because we think we are good, others will think so too; not thinking that imposing our will on a distant country would be easy, etc.

These are not hard things to do. That Michael Ignatieff is presenting them as hard-won lessons should be flatly astonishing -- as astonishing as hearing a physicist say that what led him to some crucial mistake was not having appreciated the importance of subjecting his theories to empirical testing, or hearing an auto mechanic say that he wouldn't have gotten things so wrong if only he'd appreciated the importance of learning what all those little doohickeys under the hood do.

I suspect that on some level, it's harder for Ignatieff to admit that the people who were right were not just crazy hippies -- the same ones who seem to have unhinged Dreher -- but people who thought a lot more clearly about Iraq than he did, than to think seriously about why he got things wrong. That would explain the almost surreal banality of much of his piece -- the parts that Rees skewers so effectively. It would also explain why, to this day, he finds it easier to admit what look for all the world like astonishing failures, and to present the realization that they were failures as some sort of major achievement, than to admit that the people he wants to think of as crazy hippies unhinged by hatred of America were right. Especially since the idea that Scowcroft, Webb, Clark, and the like are crazy hippies is too bizarre to credit.

Again, I don't mean this to be some sort of "I was right" triumphalism. What interests me is not so much who was right and who was wrong, but this particular version of being wrong -- a version that involves not just error, but errors like "I didn't realize until it was too late that I had to take reality into account", or: "I didn't fully appreciate the fact that making nice speeches isn't all there is to being President." And I'm also interested in why people seem willing to confess these kinds of profound error without any sense of intellectual shame, and why they continue to be given platforms in public life. Because until we find some way to ensure that we hear the opinions of people who know these sorts of things in advance, rather than having to learn them after hundreds of thousands of people have died, we are in deep, deep trouble.

August 10, 2007

Ian Austen: Deported Canadian Was No Threat, Report Shows

Deported Canadian Was No Threat, Report Shows: OTTAWA, Aug. 9 — Canadian intelligence officials anticipated that the United States would ship Maher Arar, a Syrian-born Canadian who was detained in New York in 2002 on suspicion of terrorism, to a third country to be tortured, declassified information released on Thursday shows.

Mr. Arar was sent by American intelligence officials in October 2002 to Syria, where he was tortured and jailed for a almost a year. Last September, an extensive Canadian inquiry concluded that the terrorism accusations against him were groundless.

Portions of the inquiry’s report were originally removed for security and diplomatic reasons. But a court ruled last month that much of the editing was not justified.

The newly released sections indicate that neither the Syrian government nor the Federal Bureau of Investigation were convinced that Mr. Arar was a significant security threat. They also suggest that the investigation of Mr. Arar was prompted by the coerced confession of Ahmad Abou el-Maati, a Kuwaiti-born Canadian who was also imprisoned and tortured in Syria. And despite claims by the United States government that Mr. Arar’s removal to Syria was mainly an immigration matter, the new material suggests that the Central Intelligence Agency led the action.

Fourteen days after Mr. Arar was detained, while changing planes at Kennedy International Airport, Jack Hooper, the assistant director of operations at the Canadian Security Intelligence Service, wrote, “I think the U.S. would like to get Arar to Jordan, where they can have their way with him.”

The next day, an unidentified Canadian intelligence liaison officer in Washington sent a report to the agency noting that “when the C.I.A. or the F.B.I. cannot legally hold a terrorist suspect, or wish a target questioned in a firm manner, they have them rendered to countries willing to fulfill that role,” the inquiry said. “He said Mr. Arar was a case in point.”

Alex Neve, secretary general of Amnesty International Canada, said previously released sections of the report indicated that the intelligence agency, which is commonly known as CSIS, did not tell other parts of the Canadian government about how it expected the United States to act.

“We have a very clear indication that that early stages in this process CSIS believed that Mr. Arar’s fate was exactly what happened to him,” Mr. Neve said. “Yet other government agencies were uncertain about what was occurring.”

Giovanni Cotroneo, a spokesman for the intelligence agency, declined to comment beyond saying that the inquiry found that his organization did not participate in sending Mr. Arar to Syria.

Charles Miller, a spokesman for the Justice Department in Washington, also had no comment.

Several months before Mr. Arar arrived in New York, the Royal Canadian Mounted Police gave a PowerPoint presentation to the F.B.I. about Canadian terrorism that mentioned Mr. Arar three times, along with other people they believed might be engaged in terrorist activities. While the American agency asked for a copy of the slides and background material, the newly released information shows that the Canadian police “were not successful in convincing the F.B.I. to institute a criminal investigation.”

The Mounties did not respond to a request for comment.

The additional information also shows that although the Canadian police had only discussed Mr. Arar with the F.B.I. before his arrival in New York on Sept. 26, 2002, requests for information about him after that point came from the C.I.A.

Once in Syria, Mr. Arar did not impress his Syrian captors. “The Syrians do not appear to view this as a major case and seemed to look upon the matter as more of a nuisance than anything else,” a delegation from the Canadian intelligence agency wrote in an e-mail message from Syria to their head office.

Maria LaHood, a lawyer from the Center for Constitutional Rights who represents Mr. Arar, said the additional material might help strengthen his lawsuit against the United States government.

“The C.I.A. involvement shows this was no immigration removal, this was rendition,” she said.

In January, the Canadian government gave Mr. Arar and his family an apology and $9.75 million in compensation and payment for legal fees.

Matthew Yglesias: The Krauthammer Go-Round

Matthew Yglesias: Brian Beutler points out that TNR [contributing] editor Charles Krauthammer is now accusing this ferociously pro-war magazine at which he got his start and which still now and again provides him with a platform from which to put forward his trademark combination of inaccurate smears and normatively repugnant views of being driven by a desire to find content that "fits perfectly into the most virulent narrative of the antiwar left."

At any rate, I've been torn by two contending impulses throughout this saga, and Krauthammer's attack leaves me shifting back toward my initial one, which was to find it amusing to see TNR ripped to shreds by the same pack of attack dogs they spent years egging on.

August 09, 2007

Marc Andreesen: Fun with Hedge Funds: Sowood Edition

blog.pmarca.com: Fun with hedge funds: Sowood edition: AUG 1, 2007: Those of you who follow financial markets have probably read about the collapse of Sowood, a hedge fund started by an experienced former member of the legenday Harvard endowment team. What's interesting is that the letter Sowood wrote to its investors is a particularly clear and lucid account of how these implosions happen. It's almost a textbook description of what happens when these things blow up:

Today we made the painful and difficult decision to sell substantially all the funds’ portfolio [what was left of the portfolio -- a little more than 40% of what they started the year with] to Citadel Investment Group [another hedge fund]. We took this step to protect your investment [they're being honest in saying this; the alternative would have been worse]. Our actions over the weekend followed severe declines in the value of our credit positions [the market for many of our holdings became particularly illiquid, due to a lack of buyers, and prices dropped dramatically] and non-performance of offsetting hedges [everything went to hell at once].

Given what we were facing and our uncertain ability to meet margin calls [we were leveraged -- we used debt to double down on our bets to juice returns, common for this class of hedge funds], we sought other buyers for some or all of the positions [all our peers on Wall Street smelled "blood in the water" and drove down market prices even further]. Citadel offered the only immediate and comprehensive solution [Citadel is probably being brilliant in buying this portfolio at basically 40-some cents on the dollar -- but time will tell...]. The transaction enabled us to avoid anticipated forced sales at extreme prices that would have been made in order to satisfy obligations under our counterparty agreements [sure, we were already down more than 50%, but if we had actually sold in the open market, we maybe would have ended up down 80% or more]. After the transaction with Citadel, the Net Asset Value (NAV) of Sowood Alpha Fund Ltd. and Sowood Alpha Fund LP will have declined approximately 57% and 53% month to date respectively, and approximately 56% and 51% calendar year to date respectively. As a result, our NAV as of July 30 is approximately $1.5 billion. [We just vaporized more than $1.5 billion dollars of your money.]

We understand this is a very difficult moment for you [well, OK, that is an understatement].... We are planning a listen-only conference call later this week at which time I will discuss the actions we took over this past weekend and next steps [you can scream at me but I won't be able to hear you].

[More explanation follows:] During the month of June, our portfolio experienced losses mostly as a result of sharply wider corporate credit spreads [the prices of the debt instruments that we held suddenly fell like a rock] unaccompanied by any concomitant move in equities and exacerbated by a marked decline in liquidity [lots of sellers, no buyers]. This occurred over a broad range of credit related instruments. In the first two weeks of July, spreads continued to widen, and we experienced a loss similar to June. The weakness in corporate credit – particularly focused on loans and loan credit default swaps – accelerated sharply during the week of July 23. Until the end of last week these developments, while reducing the value of our portfolio, were manageable. [Most likely true.] Our counterparties [the banks that loaned us the money we were using to buy more assets than we actually had investment capital to buy] had not severely marked down the value of the collateral that the funds had posted nor changed our margin terms, and immediate liquidity needs could be met. [Shorter version: the banks hadn't yet called in any of our loans.]

However, towards the end of last week, given the extreme market volatility, our counterparties began to severely mark down the value of the collateral that had been posted by the funds. [Whoops, the banks just called in the loans.] In addition, liquidity became extremely limited for the credit portion of our portfolio making it difficult to exit positions [c.f. "blood in the water"].

We are very sorry this has happened. We have always attempted to do the very best for our investors. A loss of this magnitude in such a short period is as devastating to us as it is to you. We are committed to acting in the best interests of the funds’ investors and to keeping investors informed of decisions made in furtherance of this objective. We sincerely appreciate your patience and understanding during this challenging period. [This is about as classy as it gets from someone who just lost you more than 50% of your money in three weeks.]

Somewhere, Nassim Taleb is sitting back, smiling, and saying "I told you so..."

Dani Rodrik: What Do Bloggers Owe Their Readers?

Dani Rodrik's weblog: What do bloggers owe their readers?: One of the pleasant surprises I have experienced after I started my blog is the comments. To be more precise, it's the quality of the comments. Many, or perhaps even most of my posts are met by an extraordinarily rich set of responses: not the one- or two-sentence knee-jerk response, but highly detailed, considered discussions of the issues I have raised. The by-now legendary "paine" even manages to express his thoughtful comments in verse. These responses are rarely of the sycophantic kind (which, truth be told, I might sometimes have preferred). Vigorous disagreements are as common as nods of assent. I learn a lot from them, and they give me ideas for further posts (and even for research).

Which raises the question: how much do I owe in return? Many responses pose direct questions to me. Others are comments that I feel I have something to say about. Many of the disagreements, I think I have a good answer to. But even though I do pick up on these responses occasionally, most go unanswered and uncommented. I imagine this may be disappointing to their authors. But obviously I need to have a life outside of this blog too. So what is the correct etiquette here? 

Maybe a more seasoned blogger has already written on this. Or maybe there is a straightforward answer. I don't know, but I thought I'd share the question with you.

Nicholas Gruen: Blogging as a Source of Expertise

Club Troppo » Highlights of Blogging as a source of expertise: I’ll be doing another round with Geraldine on her Saturday Morning Radio National do this week on blogging - I expect with one or two other people. The Executive Producer has suggested we talk about the way in which