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Ruminating on Strategic Thinking II. : Social Conditions

Tuesday, January 3rd, 2012

A follow up to Part I.

How does a society, as opposed to individuals, develop a capacity for “strategic thinking” ?

While war is an obvious answer, it is not an advisable first resort. First of all, although war teaches hard lessons about strategy, the costs of losing a war are high. Secondly, the costs of winning a war can be high. Thirdly, few people, relatively speaking to the number involved, have any direct input into genuinely strategic decisions during wartime; most will either gain tactical experience or be relegated to support functions. At best, wars seem to create a cohort of excellent tactical leaders with the potential to, someday, mature into strategic leaders or strategists. At worst, from a war, the wrong lessons may be drawn and institutionalized to create a future disaster.

What conditions produce strategic thinkers for a state? A brief example from American history:

Here are some of the US leadership of WWII, the postwar “Wise Men” and their Cold War successors, collaborators, thinkers and military chiefs:

Franklin Roosevelt, Henry Stimson, Joseph Grew, Dean Acheson, Douglas MacArthur, Charles E. Bohlen, George F. Kennan, Paul Nitze, George C. Marshall , Harry S. Truman, Robert A. Lovett, Dwight D. Eisenhower  , John J. McCloy , W. Averell Harriman, William Donovan, James F. ByrnesChester Nimitz,  John Foster Dulles,  James Forrestal, Vannevar Bush,  Allen Dulles, Ernest King, Albert Wohlstetter, Dean Rusk, Hyman RickoverHerman Kahn, Robert McNamara,  Bernard Brodie, Fritz G. A. KraemerMcGeorge BundyRichard Nixon, Thomas Schelling, Henry Kissinger

Some commonalities that these individuals shared, sometimes in pluralities and others in large majorities:

Above average to very high IQ
Middle class to high socioeconomic status
Eastern Establishment
Fraternal organizations
Male
Protestant
Episcopalian
Ivy League education
Law 
Politics
Military service
Diplomacy
Wall St.
Harvard
Yale
Princeton
Columbia
Harvard Law
Military Academy
University of Chicago
Berkeley
Skull & Bones
Scroll & Key
WWI
WWII
RAND
Executive Branch
Nuclear weapons/arms control/power

This list could be expanded or reduced on a number of grounds. For example, the list is composed of men primarily because almost no women, with very few exceptions, even from elite backgrounds, had an opportunity during the first 2/3 of the 20th century to contribute to strategic decisions or policy making. We could also include other characteristics, but what we have is sufficient for some broad generalizations.

  • First, these men generally engaged in careers that featured complex activities that stressed and rewarded incisive analysis of factual scenarios, assessment of risk and potential benefits, intuitive judgment and organizational abilities – law, politics, the stock market, diplomacy and corporate leadership. A minority of the list had formal training in advanced mathematics.

  • Secondly, the men all had the social wherewithal and ambition to gain entry into educational and social institutions that were by definition, highly exclusive on more than a strictly meritocratic basis. For many from higher SES families, this presented no significant barrier but for the “outsiders” like Kennan, Nixon or Rickover, it was a formidable obstacle to overcome. In either case, there were social mores or even commonly held prejudices to which they had to adapt in order to “fit in”. Despite this demonstration of social intelligence, most members of our list were not  professional politicians (but those that were made an impact on American history much greater than that of an “average” president).

  • Thirdly, the presence of such overlapping experiential commonalities, while not creating a formal “strategic community” was probably sufficient to impart a strategic mentalité as to how the world really worked, red in tooth in claw, as well as implicit ideological assumptions as how the world ought to work, if perfected. This meant that strategic debates about American national security could take place within the framework of commonly held assumptions and reference points. While certain individuals might be disliked (MacArthur, Truman, Nixon) or regarded warily, with little trust (Nixon, FDR, Kahn) their strategic arguments were nevertheless widely understood within the elite and could be assessed on their merits – an excellent environment for building an elite consensus and continuity on matters of policy and strategy. This condition may be a political prerequisite for a democratic state’s formulation and adoption of a successful grand strategy.

If we wonder why the United States has been so ineffective at strategy in recent years, maybe we should look at how our current (and most importantly, future) elite’s formative experiences have sharply diverged from their strategically gifted WWII-Cold War predecessors.

Book Review: A Terrorist’s Call to Global Jihad

Thursday, December 29th, 2011

A Terrorist’s Call to Global Jihad: Deciphering Abu Musab al-Suri’s Islamic Jihad Manifesto by Jim Lacey (Ed.)

Previously, I read and reviewed Brynjar Lia’s Architect of Global Jihad, about Islamist terrorist and strategist Abu Musab al-Suri. A sometime collaborator with Osama bin Laden and the AQ inner circle, a trainer of terrorists in military tactics in Afghanistan and an advocate of jihadi IO, al-Suri was one of the few minds produced by the radical Islamist movement who thought and wrote about conflict with the West on a strategic level. Before falling into the hands of Pakistani security and eventually, Syria, where al-Suri was wanted by the Assad regime, al-Suri produced a massive 1600 page tome on conducting a terror insurgency,  The Global Islamic Resistance Call, which al-Suri released on to the jihadi darknet.

Jim Lacey has produced an English digest version of al-Suri’s influential magnum opus comprising approximately 10 % of the original  Arabic version, by focusing on the tactical and strategic subjects and excising the rhetorical/ritualistic redundancies common to Islamist discourse and the interminable theological disputation. There are advantages and disadvantages to this approach.

First, Lacey has produced a concise and readable book from a large mass of sometimes convoluted and repetitive theorizing that al-Suri strung together piecemeal, sometimes on the run or in hiding. For those interested in getting to the heart of al-Suri’s nizam la tanzim strategic philosophy, A Terrorist’s Call to Global Jihad is an invaluable resource for strategists, counter-terrorism specialists, tactical operators,  law enforcement and laymen. Secondly, it is also a useful reference for policy people to see through al-Suri’s eyes the internal political and philosophical divisions within the radical jihadi community. al-Suri himself writes very ambivalently about 9/11 as a great blow against America and yet a complete calamity in it’s effects for the “jihadi current” that destroyed everything the Islamist revolutionaries had so painstakingly built, including the Taliban Emirate. Thus a climate was created by the American counter-attack where old methods of struggle were no longer useful and jihadis must adopt radically decentralized operations ( what John Robb terms Open-Source Warfare; indeed it is clear to an informed reader that al-Suri, a wide-ranging intellectual rather than a narrow religious ideologue, was influenced by Western literature on asymmetric warfare, 4GW, Three Block War  and COIN).

The drawback to this approach is more for scholars looking at the deeper psychological and ideological drivers of jihadi policies, strategy and movement politics. The religious questions and obscure Quranic justifications cited by Islamist extremists that are so tedious and repetitive to the Western mind are to the jihadis themselves, of paramount importance in establishing both the credentials of the person making an argument but also the moral certainty of the course of action proposed. al-Suri himself had some exasperation with the degree to which primarily armchair ideologues, by virtue of clever religious rhetoric, could have more influence over the operational decisions of fighting jihadis than men with field experience like himself. By removing these citations, an important piece of the puzzle is missing.

The Musab al-Suri whose voice appears in A Terrorist’s Call to Global Jihad is consistent with the one seen in Lia’s book, dry, sardonic, coldly hateful toward the West and highly critical of the jihadis own mistakes, laden with overtones of pessimism and gloom. al-Suri did not envision a quick victory over the West and wrote his manifesto as a legacy for future generations of Islamist radicals because the current one was nearly spent after the American onslaught and poorly educated in comparison with predecessors like the generation of Sayid Qutb.

Strongly recommended.

The Networks of Nations

Wednesday, December 28th, 2011

Military theorist John Arqilla offers a provocative piece in Foreign Policy:

The (B)end of History

….How the new pattern will unfold is still unclear, but just as the first nation-states were often tempted to become empires, there may be a pattern in which nations and networks somehow seek to fuse rather than fight. Iran, in its relations with Hezbollah, provides perhaps the best example of a nation embracing and nurturing a network. So much so that, in parsing the 2006 Lebanon war between Israel and Hezbollah, most of the world — and most Israelis — counted it as a win for the network. China, too, has shown a skill and a proclivity for involving itself with networks, whether of hackers, high-sea pirates, or operatives who flow along the many tendrils of the Asian triads’ criminal enterprises. The attraction may be mutual, as nations may feel more empowered with networks in their arsenals and networks may be far more vibrant and resilient when backed by a nation. All this sets the stage for a world that may have 10 al Qaedas operating 10 years from now — many of them in dark alliances with nations — a sure sign that the Cold War–era arms race has given way to a new “organizational race” to build or align with networks.

Can’t say that I disagree with that in big picture terms. Looking long term to 2100, I wrote in Threats in the Age of Obama that the geopolitical position of nation-states would undergo a transformation:

….Nation-states in the 21st century will face a complex international ecosystem of players rather than just the society of states envisioned by traditional Realpolitik. If the predictions offered by serious thinkers such as Ray Kurzweill, Fred Ikle or John Robb prove true, then  technological breakthroughs will ensure the emergence of “Superempowered Individuals”[1] on a sizable scale in the near future.  At that moment, the reliance of the State
on its’ punitive powers as a weapon of first resort comes to an end.  Superemepowered individuals, separatist groups, insurgents and an “opting-out” citizenry will nibble recalcitrant and unpopular states to death, hollowing them out and transferring their allegiance elsewhere.

While successful states will retain punitive powers, their primary focus will become attracting followers and clients in whom they can generate intense or at least dependable, loyalty and leverage as a networked system to pursue national interests.  This represents a  shift from worldview of enforcement  to one of empowerment, coordination and collaboration. States will be forced to narrow their scope of activity from trying to supervise everything  to  flexibly providing or facilitating core services, platforms, rule-sets and opportunities – critical public goods – that the private sector or social groups cannot easily replicate or replace.  Outside of a vital core of activity, the state becomes an arbiter among the lesser, interdependent, quasi-autonomous, powers to which it is connected. 

States and their oligarchic elites seem to be attempting to counter this trend of eroding omnipotence by increasing omniscience by building panopticon societiesof 24 hour surveillence. Rulers will (theoretically) have the awareness to strike first and break up opposition movements or dissent before they can crystallize and gain the critical mass to overthrow a regime or accumulate enough countervailing power to force concessions or honest negotiation in place of stage-managed, political kabuki theater

Iconic: compare and contrast III

Saturday, December 24th, 2011

[ by Charles Cameron – Iraq war, beginning and ending, analytic power of similarity ]

.

I’ve thanked Zen for his Iconic Compare and Contrast post already, but I’d like to run with his juxtaposition of images from the end of the Iraq war, and book-end it with an early DoubleQuote of mine from the beginning, thus:

That’s the beginning of the war, as I saw it “binocularly” — and here’s its ending, as Zen captured it:

Different though they are — one verbal, one visual — I think they go well together. I think they belong together.

But that’s essentially an aesthetic intuition.

*

And — apart from thanking Zen — that’s the thing I want to talk about.

The two quotes, eighty-six years apart, about an (anglophone) army in Baghdad coming there to liberate, not to conquer, are similar enough that they should give us pause for thought. They challenge us to think long and hard about the similarities between the two situations — and they challenge us to think no less hard and long about their differences.

Likewise, it’s the similarities between the two images Zen chose — of the Soviet withdrawal from Afghanistan and the US exit from Iraq — that give that juxtaposition its power.  And Zen has chosen very carefully:

Not only are there two lines of vehicles stretching back from the foreground away into the distance in each image, but the angle from which the two columns are seen is about the same — and there are even two “tracks” in each photo reinforcing the vanishing point — two tracks to the right of the vehicles in the Afghan photo, the edge of the road and a what looks like the shadow of an overhead cable in the photo from Iraq.

*

But let’s take this a bit further. The following juxtaposition is every bit as much a juxtaposition of the Soviet and American withdrawals as the pair of images Zen picked, but this time we have an aerial view of the US convoy — so the visual “rhyme” between the two images is no longer there — and even though the aerial shot is an intriguing one, what a difference that makes!

There’s nothing in that juxtaposition to make you go, yes!

On the level of what’s being referred to, the troop withdrawals from Afghanistan and Iraq,  this pair of images has the same properties as the two images that Zen selected.  But it doesn’t capture our attention in nearly the same way.

And the same would have been true if I’d picked a different sentence from Rumsfeld‘s speech to juxtapose with General Maude‘s “not as conquerors or enemies but as liberators” — such as, “You’ve unleashed events that will unquestionably shape the course of this country, the fate of the people, and very likely affect the future of this entire region.” I’d still be comparing and contrasting two speeches from the beginnings of two occupations of Baghdad.  But there’d be no oomph to the comparison.

*

Because — and this is what I am trying to get at, the basic principle of HipBone analysis and what distinguishes it from otherwise similar modes of brainstorming and mind-mapping — the recognition of pattern, of salient sameness, of close parallelism or opposition is the criterion for success or failure in a HipBone-style juxtaposition.

Zen’s graphic example has that closeness — even down to those two parallel tracks beside and to the right of the vehicles.  My two quotes from Maude and Rumsfeld have that.  And it’s that closeness of match that makes a juxtaposition powerful.

Analogy works this way, rhyme works this way, fugue works this way, graphic match (in cinematography) works this way — it’s basic to the arts, basic to rhetoric, and basic to the way our analogically-disposed minds think.

It is not a method for arriving at conclusions, it’s a method for posing questions. And it sits right at the juncture where analysis admits it is not a science but an art.

Ruminating on Strategic Thinking

Wednesday, December 21st, 2011

“Let the Wookiee win….”

Warning! Thinking out loud in progress…..

Strategy is often described as the alignment of “Ends-Ways-Means” and “planning” to achieve important goals and several other useful definitions related to matters of war, statecraft and business.  That great strategists have come in many forms, not just between fields but demonstrating tremendous variance within them – ex.  George  Marshall vs. Alexander the Great vs. Carl von Clausewitz – indicates that strategic thinking is a complex activity in terms of cognition.

What are some of the mental actions that compose “strategic thinking” or “making strategy”? A few ideas:

  • Recognition of important variables
  • Assessment of the nature of each variable
  • Assessment of the relative importance of each variable
  • Assessment of the relationships among the variables
  • Assessment of the relationship between the variables and their strategic environment
  • Assessment of current “trajectory” or trend lines of variables
  • Assessment of costs to effect a change in the position or nature of each variable
  • Assessment of the strengths and weaknesses of the variables as a functioning system
  • Recognition of systemic “choke points”, “tipping points” and feedback loops.

  • Probabilistic estimation
  • Logical reasoning
  • Introspection 
  • Extrapolation
  • Simplification
  • Metacognition
  • Horizontal Thinking
  • Insight
  • Imagination (esp. at “grand strategic” level)

  • Logistical estimation of costs
  • Normative evaluation of potential benefits
  • Understanding of temporal constraints
  • Recognition of opportunity costs
  • Recognition of boundary conditions
  • Recognition of physical constraints of strategic environment (terrain, weather, distance etc.)
  • Recognition of patterns in the history of the strategic environment

  • Net assessment of the maximum capabilities of a political community (first ours, then theirs)
  • Understanding of organizational structure of a political community
  • Recognition of stakeholders in the political community 
  • Understanding of decision making process of the political community
  • Understanding the power relationships of the decision making process of the political community
  • Understanding the distribution of resources within the political community
  • Recognition of the touchstone points of the cultural identity of the political community (positive and negative) and worldview
  • Assessment of morale of the political community and the community’s moral code
  • Assessment of psychology of individual adversary decision makers
  • Identification of points of comparative advantage
  • Recognition of how different bilateral outcomes/shifts will affect third parties
  • Assessment of relationship between the adversaries and between them and third parties

This list is not comprehensive. In fact, I have a question for the readership, particularly those with military service and/or a good grasp of military history:

Where do the interpersonal skills or “emotional intelligence” abilities that comprise the activity we term “leadership” fit into strategic thinking? Or is it a separate but complementary suite of talents? We often assume that great strategists are the great leaders, but we tend to forget all of the generals who were popular yet mediocre in the field and gloss over the human faults of those who won great glory.

I have some ideas but I would like to hear yours. Or any additional suggestions or comments you would care to make.


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