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Tech Issues and the Stratfor Scandal

Monday, February 27th, 2012

I am having some tech issues with posts – though as they do not seem to be impeding the vigorous blogging efforts of Charles Cameron, I suspect the problem is on my end. Highly aggravating.

That said, here’s a must-read news story. Potentially very, very wide ripple effects:

GizmodoWikileaks Reveals Privately Run CIA’s Dirty Secrets

….Stratfor’s clients are the US Government, other countries and military organizations, as well as private companies like Lockheed Martin, Northrop Grumman or Raytheon. They have a global network of spies in governments and media companies, including “secret deals with dozens of media organizations and journalists, from Reuters to the Kiev Post.” According to the emails, these spies get paid in Swiss bank accounts and pre-paid credit cards.

Wikileaks says that the emails also reveal the creation of a parallel organization called StratCap. Apparently, this organization would use Stratfor network of informants to make money in financial markets. Wikileaks claims that the emails show how then-Goldman Sachs Managing Director Shea Morenz and Stratfor CEO George Friedman put StratCap in motion in 2009.

Here are some of the highlights, according to Wikileaks:

Global network of informants

The Global Intelligence Files exposes how Stratfor has recruited a global network of informants who are paid via Swiss banks accounts and pre-paid credit cards.

Who are their spies?

Government and diplomatic sources from around the world give Stratfor advance knowledge of global politics and events in exchange for money. Stratfor has a mix of covert and overt informants, which includes government employees, embassy staff and journalists around the world.

How they control their sources

“[Y]ou have to take control of him. Control means financial, sexual or psychological control… This is intended to start our conversation on your next phase” – CEO George Friedman to Stratfor analyst Reva Bhalla on 6 December 2011, on how to exploit an Israeli intelligence informant providing information on the medical condition of the President of Venezuala, Hugo Chavez.

Using secret information to make money in financial markets

Stratfor’s use of insiders for intelligence soon turned into a money-making scheme of questionable legality. The emails show that in 2009 then-Goldman Sachs Managing Director Shea Morenz and Stratfor CEO George Friedman hatched an idea to “utilise the intelligence” it was pulling in from its insider network to start up a captive strategic investment fund. […] CEO George Friedman explained in a confidential August 2011 document, marked DO NOT SHARE OR DISCUSS: “What StratCap will do is use our Stratfor’s intelligence and analysis to trade in a range of geopolitical instruments,particularly government bonds, currencies and the like“…..

Ouch.

If I were George Friedman, I’d disappear about now.

I have never been overly impressed with Stratfor’s analytical prowess, having had readers, like Morgan, who from time to time sent me copies of their subscription level publication. Sometimes, Stratfor would produce spot on work but I found some of their forecasts to be marred by bizarre tangents and improbable assertions. Had I realized at the time that Statrfor’s real effort went into collecting inside information to play the markets I’d have been more generous in my assessment.

Geopolitical analysis was only Stratfor’s hobby. 🙂

New Book Review up at PRAGATI: George F. Kennan: an American Life

Thursday, February 16th, 2012

   

PRAGATI – the Indian National Interest Review has published my review of John Lewis Gaddis’ biography George F. Kennan: An American Life 

The creative art of strategy 

….Into the breach strides eminent diplomatic historian John Lewis Gaddis, offering a magisterial 784 page biography, a quarter- century in the making, George F. Kennan: An American Life. Gaddis, a noted historian of the Cold War and critic of revisionist interpretations of American foreign policy, has produced his magnum opus, distilling not only the essence of Kennan’s career, but the origins of his grand strategic worldview that were part and parcel the self-critical and lonely isolation that made Kennan such an acute observer of foreign societies and a myopic student of his own.

Gaddis, who is a co-founder of the elite Grand Strategy Program at Yale University, had such a long intellectual association with his subject, having been appointed Kennan’s biographer in 1982, that one wonders on theories of strategy at times where George Kennan ends and John Lewis Gaddis begins. Giving Kennan the supreme compliment among strategists, that he possessed in the years of the Long Telegram and the Policy Planning Staff, Clausewitz’s Coup d’oeil, Gaddis does not shy away from explaining Kennan’s human imperfections to the reader that made the diplomat a study in contradictions….

Read the rest here.

Syria, Iran and the Risks of Tactical Geopolitics

Monday, February 13th, 2012


Mr. Nyet 

World affairs are much more like spider’s web than the neat little drawers of an apothecary’s cabinet. In the latter,  the contents of each drawer are cleanly isolated and conveniently compartmentalized. What you do with the contents of one drawer today has no bearing on what you do next week with those of another. By contrast, with a spider’s web, when you touch a web at any point, not only do you find it to be sticky in a fragile sort of way, but your touch sends vibrations through every centimeter of the lattice.

Which alerts the spiders.

The great foreign policy panjandrums of the United States and the Western allies – with assorted Middle-Eastern clients who have real skin in the game-  are attempting to muddle through two overlapping but different crises with Syria and Iran through the medium of international diplomatic organizations. In the case of Syria, whose Baathist-Alawite dictatorship of Bashar Assad is trying to crush a widespread uprising by pacing the body count of their atrocities to what CNN viewers can tolerate, the effort by SECSTATE Clinton and Ambassador Rice to rally the UN Security Council to issue a forceful resolution against Syria was itself forcefully rebuffed by the double-veto of Russia and China. A highly predictable event that left Ambassador Rice “disgusted” but we hope, not surprised.

The case of Iran, which incidentally is one of Syria’s few allies, involves the long-running dispute over Iran’s complex and semi-clandestine nuclear activities which, in violation of the NPT and IAEA agreements, appear designed to pressure the West by giving Iran, at a minimum, a “breakout” capacity to make some nuclear weapons.  This decade long “crisis” has recently escalated, with the EU and United States applying punishing new economic sanctions while an unknown party that everyone knows to be Israel is engaging in a campaign of  sabotage and assassination against Iran’s IRGC-run nuclear establishment. Iran for it’s part has taken hostages, blustered about closing the straits of Hormuz and threatened unspecified new breakthroughs in nuclear activities.

To say that Russia and China have been less than helpful in halting Iranian nuclear weapons-related activity is like saying Pakistan’s ISI might be involved with assisting the Taliban.  Another situation the American foreign policy establishment consistently has trouble puzzling out.

The problem with current US policy or it’s advocates is not target selection. Syria, Iran, Libya and various other states have nasty, disruptive and anti-Western regimes. Giving them the heave-ho, in the abstract, makes sense if advancing American interests  (or basic decency in governance) is the objective. However, unlike the aforementioned apothecary cabinet drawers, states and their regimes do not exist in the abstract, moving according to arid principles of conduct, but in the real world with a society of states which constantly are evaluating and re-evaluating each other’s conduct in light of interest. Which means, as with many things, in foreign policy, timing matters.

The West recently dispatched over the objections of two great powers, Colonel Gaddafi, a ruler who was also an unpopular and violent lunatic with a long pedigree of terrorism and cruelty.  That in itself was tolerable and comprehensible, if not welcome, to Moscow and Beijing, but we rubbed salt in the wound in two ways. First, simply stomping on the Realpolitik economic interests of Russia and China in Libya, as Walter Russell Meade eloquently put it:

….Russia has some specific grievances connected to Libya.  What seems to really enrage the Russians is less the overthrow of the Great Loon than the cancellation of his many contracts with Russia and the refusal of the new government to give Russia a slice of the Libyan pie.  Russia always thought the west’s democratic agenda in Libya was a laugh — and the antics of the thuggish new regime and the array of torturers and thieves now running rampant in that country has done little to dispel that view. (Again, the Putin/KGB worldview would suggest that the hard realists at the core of Washington’s power structure released the ninnies to dance themselves into a frenzy of humanitarian and democratic ecstasy while the cold purposes of the DC machine were advanced.)

But what Russia thought it expected and deserved in return for its abstention on the Libya vote was due consideration for its commercial interests in Libya.  France, Britain and Qatar seem to be dividing that pie enthusiastically among themselves and nobody is thinking about Russia’s share and Russia’s price.

Secondly, was icing Gaddafi under the moral banner of R2P, which would seem – in theory of course – to be applicable to governments very much like those run by the allies of….Moscow and Beijing. To say nothing of , Moscow and Beijing themselves, which already see the “color revolutions” as subversive Western elite sock puppets with a democracy stage show kit.  To be frank, Russian and Chinese leaders see R2P as a doctrine or policy that potentially can be used not only against their nation’s interests, but their own hold on power, which they view, accurately, as a violation of sovereignty.

So it can hardly be reassuring to Moscow or Beijing that when the dust has yet to settle in Libya, that the United States and it’s NATO allies are now pressing for new UN resolutions designed to justify military intervention in Syria to overthrow Bashar Assad. Like the late and unlamented Colonel Gaddafi, Bashar Assad is a cold-blooded murderer, but unlike the crazy Colonel, Assad is a client of Russia and close Syrian ties to Moscow go way back to the earliest days of his father’s dictatorship. There’s no way, in such a short amount of time, that an American effort to topple Assad – however justified morally – that Vladimir Putin and to be truthful, many ordinary Russians, would not view that as a Western attempt to humiliate Russia. And R2P would indicate still more humiliations to come! As Dan Trombly wrote:

….that is precisely why the United States should drop even lip service to the Responsibility to Protect. Honestly stayed, the doctrine requires intervention after intervention, and its strategic advantage to the United States relies on consistency, because without consistency the supposed normative benefits it creates quickly evaporates. Yet R2P, far from strengthening the international order, actually demands continually more resources and, each time it is employed or contemplated, calls into question the rest of the international order the United States promulgates. If the goal is to “expand and strengthen an effective international order,” why would increasing the visibility of Responsibility to Protect, a doctrine that divides the United States and Western Europe from Central Europe, the rising democracies of Brazil, South Africa, and India – not to mention, of course, the major powers China and Russia and exhausts an already overburdened and shrinking Western military capability? 

In that context, the idea that Russia and China would support a UNSC resolution to intervene in Syria and depose Assad borders on the bizarre.  Advocates of R2P, like Anne-Marie Slaughter, would counter here, arguing that both Russia and China previously accepted R2P, so their cooperation in support of a UNSC resolution on Syria should have been a manageable enterprise. It wasn’t, largely because the Russians do not seem to give R2P much weight as a part of international law, the Russian Defense Ministry being even more blunt than their diplomatic counterparts:

….Russia’s Defense Ministry on Thursday reiterated its position stated earlier by the Foreign Ministry: Russia will do its best to avoid military intervention in Syria.

 “As for Syria, we see that harsh discussions are going on in New York and we are just giving backup to our colleagues from the Foreign Ministry who are tackling these problems. Of course, we think it is necessary to prevent military intervention in Syria,” Deputy Defense Minister Anatoly Antonov told Vesti 24 TV channel.

 Russia has firmly supported Syrian President Bashar al-Assad during the uprising against his regime. Russia and China vetoed a UN Security Council resolution on Syria, backed by the Arab League and Western nations, to prevent a repetition of “the Libyan scenario.

Joshua Foust, writing in The Atlantic, addressed the situation with admirable clarity:

….A big reason for Russia and China’s intransigence is the NATO coalition that led the intervention, which badly overstepped the range of permissible actions stipulated in the UN Security Council Resolution that authorized intervention. Russia was an early critic of such actions as France’s weapons shipments to the rebels — criticism that could have been accounted for (Moscow never made any secret of its concerns) but which seemed to be ignored in the rush to intervene. President Obama made a rapid transition from saying “regime change is not on the table” last March (part of the bargain to get Russian abstention from the UNSC vote) to publicly calling for his ouster. France and the UK used similar language, ignoring the politics of getting UN approval for intervention.

….Many states, none of whom are free, worry that the West’s renewed love of intervention might one day be focused upon them. This is a critical consequence of rejecting sovereignty and declaring governments unfit to rule through a mixture of expediency and opportunity. Powerful states with poor human rights records — Russia and China included — look at what happened in Libya and see disaster, not freedom. And they are taking steps to avoid it.

The problem is not  intervention per se but an otherworldly posture of Western policy makers that embraces tactical geopolitics – i.e.  each intervention (Libya, Syria, Afghanistan, Iraq), undertaken whenever chance arises somehow exists on it’s own terms, in splendid isolation. It doesn’t, except in NATO capitols. Any nation not seeing itself as safe and impregnable is constantly calculating their opportunities and dangers based on our actions. If we continue to pursue intervention at the current tempo, blind to the perspectives and interests of others, we will get pushback on a more strategic level. And we will rue it.

NATO has been around so long, it is so enshrouded in hazy nostalgia and circumlocational love of diplomatic process, that we forget it was originally a radical departure for Americans and Europeans alike. Soviet postwar behavior under Stalin was so menacing, so intransigent, so relentlessly pressuring that the US set aside it’s traditional isolationism and the French and British their justified loathing of the defeated Germans, to make common cause against Soviet Communism. The West, on the defensive and backed into corner after corner in one tactical scenario after another by Moscow – Poland, Czechoslovakia, Greece, Iran, Berlin – took the conflict with the Kremlin to the next level by forming an enduring supranational, nuclear-armed, military alliance that ensured the next war in Europe meant WWIII.

That turned out to be more conflict than Uncle Joe Stalin was eager to buy.

We are now the ones backing others into corners. Iran, North Korea, Syria, Zimbabwe and other states ruled by kleptocrats and monsters act as buffers for China and Russia. Aside from the benefits these failed states can bring as customers for military hardware or sellers of raw materials, the attention of Western statesmen and human rights activists are diverted by the cause du jour in these hellholes, rather than being focused on what Beijing and Moscow might be up to at home or abroad.  Every dismantling of an anti-Western dictatorship, from their perspective, is a step closer to their direct confrontation with the West’s hyperactive, erratic, morally hypocritical, meddling, ruling elite who will be no more able to ignore “grave injustices” in Wuhai or Kazan than they could in Aleppo or Benghazi.

This is not an argument that we should not press our claims, or not try to keep nukes out of the hands of religious fanatics or refrain from crushing states that attack us with terrorist proxies; we can and should do all of these things with vigor. But when possible, much is to be gained by pursuing our interests in a manner that permits other great powers to at least save face. Destroying Iran’s government because of it’s nuclear activities, for example, is not a strategic “win” if  the way we do it convinces China and Russia to form a military alliance against the United States.

There is no need to forge ahead stupidly just because it is faster not to think matters through to their logical conclusions. America is heading down a road, led by an insular foreign policy clique of lawyers, activists and ex-academics, that eschews the need for maps because all that matters is that we drive well enough to take every short-cut.

In Defense of Grand Strategy

Tuesday, January 31st, 2012

I have been involved, on and off, with another grand strategy discussion. Several discussions to be exact, one of which was prompted by Adam Elkus’s well-constructed volte-face on the concept of grand strategy. While I can find merit in many of Adam’s points regarding our dysfunctional policy-strategy process, the need to make definitive choices in order to have sound policy and our partisan epistemological crisis, I part company with him on his core argument:

America Needs Sound Policy, Not Grand Strategy

….The idea of grand strategy as both policy and strategy is by definition unachievable, and the source of much confusion.  By infusing normative policy elements into strategy, this fusion turns strategy into a manifestation of ideology rather than a technical device for getting things done.  Think, for example, of how debates about regional strategy and even the tactics and operations of COIN, drones, and counterterrorism have become proxies for domestic ideological political battles. This happens, in larger part, because the policy-strategy distinction in American national security circles is extremely weak, as strategy is taken to be politics and politics becomes strategy.

Adam has further endorsed a more emphatic follow-up post by our mutual blogfriend Joseph Fouche, where, much like his fictional countryman,  Captain Renault, JF in his forcefully argued post is shocked to discover that gambling is going on in here:

Terminology Proliferation is the Escape Hatch of Politics 

….One sure way to detect politics is signs of desperate efforts to call politics something other politics. Though politics is the most elemental of human endeavors, disgust with overt political machinations is one of the most elemental of human emotions:

Who likes a brown noser?

Who likes a squealer?

Who likes the kid who gathers up his toys and goes home when he doesn’t get his way?

Who likes the guy who obviously looks out for number one?

….Policy is portrayed as the objective, virtuous, and expert pursuit of ponies for everyone. Framed this way, policy is politics without the division of power. But politics without the division of power is impossible. “Policy” is a mythical beast. ”Policy making” is mere politicking, trading one favor for another to offset one interest with another, persuading through influence when possible and enforcing compliance with violence when impossible. But this reality reeks of knavery so it must be wrapped in the most virtuous lies imaginable. Hence we see a dramatic proliferation of “policy makers” and “making policy” where we’d normally expect to see politicians and politics. WIth so many policy makers making so much policy, you’d think the good and true would be breaking out all over. But, looking around, we see nobody down here but us dumb humans, horse trading with each other to get incrementally ahead.

“Grand strategy” and “operational art” represent further efforts to divorce politics from politics through politics, leaving behind a vacuum inhabited only by virtuous technocrats. In reality, they’re both attempts by one political group to escape the power of another political group, hopefully gaining more power for themselves in the process. The formulator of “grand strategy” is often an aspiring political actor who lacks the gifts necessary for political success. So they whine from the sidelines, falling back on a passive-aggressive strategy of victimhood where they denounce expertise in politics as squalid while advocating its replacement with their own (implicitly) more virtuous expertise. They attempt to reframe political questions as technical questions best handled by professional specialists. If a political question can be reframed as a technical question, resolving it is a merely an implementation detail. Such technical minutia should be beneath most politicians. Their attention should be devoted to truly important questions, leaving details to the poor peons.

….Policy, grand strategy, and operational art are merely the continuation of politics with the addition of other layers of obscurity.

Now, the insightful Mr. Fouche is not wrong in detecting politics in strategic clothing. In my judgement, he’s very much correct.  His objection, as I infer it, to grubby political decisions within a state being regularly deferred “downward” to be made in the guise of nominally apolitical (in American tradition) operational planning, or “upward” to be masked as “technocratic” grand strategy is reasonable because it is a sign of dysfunction in our political community. He’s right – America has a systemic problem in being unable to overtly make any hard political choices through it’s formal political process.

However, being politically dysfunctional doesn’t mean that grand strategy (or policy, or operational art or whatever) in general is purely fictive or that it is always simply a deceptive substitute for an honest political process. Or that raw politics can replace all these conceptual tools equally well or better. These conceptual tools were developed as a form of intellectual specialization because politics as a general and broad societal activity too often failed to meet the challenges of diplomacy and war. Or worse, politics worked irrationally against the survival of the political community in wartime while to the benefit of a faction within it.

Grand strategy, policy, strategy and even operational art are imbued with a political character, but one that is a step or several more removed from the general politics – the art of strategy is, after all, intended to serve a political community and “Ends” of “Ends-Ways-Means”  is always infused with value-laden assessments of worth and priority. Nor is politics their *only* character; all are, foremost, instrumental, while some may also be specifically cultural and technical.  The recession of politics (ideally as settled choices and not ongoing, sub rosa, competition) in strategy to the background permits greater focus on solving particular problems with diplomacy, coercion and force of arms. If made a substitute for domestic politics, these things are less likely to work for their intended purpose – to the risk of all.

Grand strategy can be useful, and while it is not always needed, at times having a sound grand strategy is vital for survival. As I have previously written on the subject:

….Grand strategy is not, in my view, simply just ”strategy” on a larger scale and with a longer time line. Strategy is an instrumental activity that unifies ends, ways and means. While grand strategy subsumes that aspect, it also provides ordinary strategy with a moral purpose, perhaps even in some instances, an identity.  Grand strategy explains not just “how” and “for what”, but ”why we fight” and imparts to a society the supreme confidence in itself to sustain the will to prevail, even in the face of horrific sacrifice. Grand strategy brings into harmony our complex military and political objectives with the cherished, mythic narrative of a ”good society” we conceive ourselves to be, reducing “friction”, “pumping up” our resolve and demoralizing our enemies. Grand strategy is constructive and energizing.

A simple but profound moral argument is a critical element of a grand strategy, to a great extent, it frames the subsequent political and military objectives for which war is waged.

and furthermore:

….First, to use an analogy from the biological sciences, grand strategy enunciated by a great power is a process of geopolitical co-evolution. There is an effort in grand strategy to impose over time one’s political will upon others to shape the “battlespace”, the sphere of influence, the hegemonic dominion to a state of affairs favorable to the state actor. Often, this is done by military force in times of crisis but over the long term, economic and diplomatic factors, all of DIME really, weigh heavily on the outcome. The process is never a one way street, even for actors who are considered to be largely triumphant. It is coevolutionary. If you gaze into the abyss, the abyss will gaze into you.

….Secondly, sustaining the national or group identity is a critical component of grand strategy that makes it a different, more expressly political/cultural  exercise than crafting strategy as Clausewitzians use the term as being driven by policy. Grand strategy should guide policy formulation because it is not just a set of concrete structural ends, or a laundry list of “vital interests” but a constructive, values-laden, attractive, motivating, civilizational narrative. An ideal or cultural identity for which men and societies are willing to go to war, to stand, fight and die. As Thomas P.M. Barnett once put it, for a “Future worth creating“. Grand strategy is a defiant clarion call of civilizational supremacy, marshalling those who will fight for that which is not, but could be.

Men do not stand, fight and die for mere instrumentalities. You can show a man how to do an unpleasant chore in the most efficient manner but he may remain unmotivated to do it, still less to make terrible sacrifices to do it. Conversely, the passion of faction is strong, but usually rejects the logic of strategy for it’s own self-destructive calculus. It divides the house against itself in the hour of maximum danger.

Not every nation needs or can execute a grand strategy. Having sound policy and competent strategy, as Adam Elkus suggested, is often more than sufficient ( nations frequently prevail despite incoherent policies and poor strategies) and is no small task to get right in itself. A grand strategy, if required, is something that crystallizes into consensus because it emanates from deep cultural roots as well as empirical dangers – without such an anchor to give it legitimacy, it is less likely to amount even to a sound policy than a trite political campaign.

 

 

Wishcraft as Statecraft a.k.a The “And a Pony!” Doctrine

Wednesday, January 11th, 2012

A short and cranky diatribe.

Adam Elkus and his amigo Dan Trombly of Slouching Towards Colombia have been busy  poking holes into the ill-considered and/or poorly reasoned strategic conceptions of victory-free but credible influence. Dan gets very close to something important, something worth contemplating for the welfare of our Republic:

…..Rather than a world where normal victory and political decision through force of arms give way to a world of credible influence, I see this concept ushering in a world where America’s objectives remain expansive – seeking to create social and political change – but where “twentieth century” warfare continues as usual, obscured by multilateral efforts and prosecuted as much as possible by local forces. Because the objectives are essentially unchanged – overthrow of criminal regimes, integration of societies into a dynamic liberal international order, protection of civilians – one of my real fears about the Defense Strategic Guidance is that, confronted with conflicts and challenges to our interests, and with a paradigm of military aims just as expansive as before, we will slouch inevitably towards unsustainable ways of war. Already, the new objectives of civilian protection are blurring into the old objectives of democracy promotion and liberalization – just look at the title of the new State Department Office of Civilian Security, Democracy, and Human Rights.

When a statesman selects Ends that have no rational relationship to available Ways and Means we might take that as a sign of possible incompetence as a strategist.

While that’s not good it is at least normal – most politicians in a democratic society are on average, poor strategists but pretty good intuitive tacticians. After all, acquiring and keeping political power for long periods of time requires more than luck and a large checkbook. While there are always some buffoons decorating the halls of Congress, as individuals, Members of Congress are usually pretty shrewd and a minority are exceptional people.

If the Ends selected are fantastically broad open-ended, undefined or, worse, undefinable, convoluted and insensible in their context, we are left with two even less savory conclusions:

First, that the statesman has a fundamental political immaturity and narcissism the leads them to articulate their emotively generated whims as policy objectives without regard to empirical reality. Sort of a wishcraft of state that substitutes rhetorical expressions and sloganeering for thought and analysis. We see this effect on a much larger scale in the ideological atmosphere of totalitarian regimes where 2+2= 5 and only Right-deviationist mathematician, counterrevolutionary wreckers would dare suggest the answer is 4. Geopolitical goals that are created by political fantasists – like the creation of a modern, liberal democratic state in Afghanistan in a few years time – can be appended with “And a Pony!” and still be just as likely to come to pass.

American statesmen seem to be particularly predisposed to this condition in foreign affairs (and arguably, in fiscal affairs as well). Perhaps this is an intellectual legacy of Wilsonian excess but the problem was not acute until the past decade and a half, which indicates that the driving force may be, in part, generational. Men and women born into a time of record-breaking standards of living have reached the apex of power and they are no more inclined to act with restraint, responsibility or realism now than they did in ’68.

The second conclusion is that the Ends are purposefully incoherent and recklessly broad because the real strategic objective is not in our relations with country X, but for the statesman to wrest for their faction as large a grant of unaccountable power as possible.


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