So according to survey research in the UK 69% of self-described vegetarians eat meat in secret and a third eat meat while intoxicated. The top three foods of choice were kabobs (39%), burgers (34%), and bacon (27%). The surveyed people cheated with more than one food. What surprised me was that bacon was not at the top. Vegetarians often say the bacon is the gateway meat. It may be that the sample was skewed to South Asians, who would be more likely to cheat with familiar regional foods, hence the kebobs being most popular. Do they have Five Guys in the UK? In-‘n-Out anyone?
Author Archives: golsen@the-noble-polymath.com
US Nearly in Deflation
The Saint Louis Federal Reserve Bank had a blog post on the regional variations in consumer price index for urban residents (CPI-U) numbers. All regions except the Western United States already have falling prices from a year ago. When you break out the components of the CPI-U energy and shelter are the main contributors to price increases in the West. So if you take out the chronic lack of housing on the Coast, which drives up prices (not to mention the buyers from China arriving with cash to buy properties), and take out the increases in energy prices (regulatory driven since the prices for energy are falling in all other regions?), you’ve got falling prices nationally. And the Fed wants to raise interest rates?!
Understanding the intellectual roots of the Obama Doctrine
The foreign policy of the Obama administration has been variously characterized as: ad hoc, lacking strategic vision, naive, courageous, and prioritizing the immediate over the long term. In April Thomas Friedman attempted to explain the coherence of the Obama administration foreign policy, coining the term Obama Doctrine.
To summarize the assumptions of the Obama Doctrine:
- There are no current existential threats to the U.S.
- The U.S. is a declining hegemon and the world is destined for multipolarity
- Diplomatic engagement is a more useful tool to changing hostile state behavior than coercive measures
From these assumptions, flows the following policy choices:
- The U.S. strategic posture viz. Eurasia can be recalibrated to off-shore balancing
- Coercision of U.S. adversaries should be reversed
- U.S. allies need to carry a greater burden in providing global public goods
There is an Obama Doctrine and it is coherent, being based on common strains of thought in the field of international relations. Obama claims to be a realist, and realists get indignant. What Obama really means is that he accepts one underlying premise of contemporary structural realism: that the international states system is characterized by anarchy–i.e., there is no global government to regulate the affairs of state. It is pretty clear that the president is not a proponent of liberal cosmopolitanism that believes that there should be a global government. There have been no major advances towards empowering the UN as you would expect of a cosmopolitan outlook. Instead he is invested in liberal internationalism–states are the main actors and they should not be surrendering their sovereignty to a world government. A better characterization of the administration’s outlook is a combination of several liberal strains of thought: classic commercial pacifism, neoliberal institutionalism, and constructivism.
The administration has, in opposition to the Democrat party’s ideological base, promoted international trade. This is a core tenant of commercial pacifism. Adam Smith in the Wealth of Nations made the argument that trade ties deter war, because trade ties and the financial ties that go with them raise the cost of international conflict. This tenant was the core of Angellism, named after Norman Angell, recipient of the Nobel Peace Prize, whose book The Great Illusion made the argument that war doesn’t pay. The book was an extended polemic on the folly of the Anglo-German arms race that preceded World War I. (The final edition of the book appeared on the eve of war.)
Neoliberal institutionalism (NLI) makes the related claim that interconnectedness in the world makes the cooperation among states more likely than realists claim (because a fundamental tenant of realism is that given anarchy, the states system is a self-help system, and states prioritize security over all other issues). What makes NLI “neo” is that it accepts the structural realist proposition that the international states system is anarchic, contra classical liberalism, which holds that war is caused by either human nature (that is changeable), or the nature of states (democracies don’t go to war). NLI assumes though that existential threats don’t always exist and there is no inherent competition for relative gains among states, particularly when the number of states is above two. There is a whole literature using game theory to prove the proposition. When there are no existential threats, security (and relative gains in power) does not dominate all other issues and states are free to cooperate on global issues. This is a core belief of Davos Man, not that Obama is a member of that species like Bill Clinton.
This brings us to constructivism. Constructivism, is less a theory than it is a methodology. The underlying assumption of constructivism is that states have psyches just like people and that identity is a social construct. In the foundation text of constructivism, Alexander Wendt’s “Collective Identity Formation and the International State,” Irving Goffman’s theories about reflexive identity formation are applied at the state level. Wendt reasons analogically that if a state has an identity, that identity can be molded by the behavior of other states towards it. If you are conciliatory to a state, it will have a positive self asteem and be conciliatory toward you. Constructivism underlies the administration’s policy choices.
Is the above correct?
Commercial pacifism by itself is not a solution to the problem of war. It is predicated on the assumption that states are rational economic actors and that every decision is motivated by a cost-benefit that can be measured in currency, not in power. Additionally, today’s wars are actually a new kind of war. Previous wars between states were motivated to power either defensively to prevent a rival from acquiring too much power and threatening a change in the status quo, or to acquire sources of power such as arable land, population, industrial plants, sea ports, etc. The “new wars” as Mary Kaldor calls them in her book New and Old Wars are motivated by identity. Ethnicity and/or religion becomes the motivator for conflict rather than power. It accurately describes the current conflicts across Africa, the disintegration of Yugoslavia, the Arab-Israeli conflict, and the India-Pakistan conflict as well as several conflicts in the former Soviet Union.
NLI is an extremely useful theoretical construct, but it does not really explain what happens when existential threats assert themselves and it doesn’t give useful policy prescription for how status quo powers should handle revisionist powers. Some point to the success of NATO, but that is a very unique historical circumstance. You had a bipolar international order, not a multipolar international order. NATO has begun showing its weakness recently, due to the change in relative power and policy preferences of states in Eurasia.
Constructivism is just plain bunk. It uses manifestly discredited psychological models of the individual in society (for example, there is an underlying assumption that the human psyche is a tabula rasa) to analogically explain state behavior and preferences. It is old wine in a new bottle, which is mainly an attempt to resurrect the progressive assumption that war would be abolished if leaders and/or populaces were just better psychologically adjusted and states felt safe in their international relations. There are too many pregnant ifs to accept policy prescriptions.
Therefore, the return of geopolitics with a vengance in the last year has really challenged this administration, because it doesn’t have the intellectual tools to deal with the new (old) world order. China and Russia, two revisionist powers, one on the rise and one on the decline, are exploiting and disrupting an order constructed at great cost in the immediate years after World War II. It is time for the Obama policy team to brush up on Thucydides, Machiavelli, and Hobbes.
Applaud the administrations moves regarding Cuba, but lament the decisions in the Middle East, Asia, and Eastern Europe.
Good article on Peacekeeping
Foreign Policy magazine had a good post on the limitations of peacekeeping and the Obama Administration promise for more resources for the Department of Peacekeeping Operations (DPKO). One particular paragraph struck me as worthy of comment:
Peacekeeping can only deal with symptoms; but a secondary question is whether it can even do that in the kinds of settings that most concern the United States and the West. The scale of the killing and mayhem in the nightmare zones of sub-Saharan Africa — where so much peacekeeping has been concentrated — constitute a pressing moral obligation as well as a genuine, but secondary, national security interest.
Peacekeeping operations are often a balancing act between humanitarian intervention and the desire for stability. Wars end one of two ways: (1) a decisive victory by one of the parties to the conflict or (2) without a conclusive victory due to exhaustion of the belligerents. Edward Luttwak published a very controversial article on the premature termination of hostilities by the international community in the interest of humanitarian intervention. When hostilities are terminated prior to the culmination of violence and either victory of exhaustion, the seeds are sown for the conflict to resume in the future. His proposal is to foster stability by not intervening prematurely.
There is certainly a place for peacekeeping to provide a secure environment after conflict, and to staff and administer disarmament and demobilization of combatants as part of peace settlements, but Luttwak is probably right that a forced settlement imposed from outside does just create conditions for future conflict to erupt. But this leaves the UN stuck with their mandate under Article 1 and Chapter VII of the UN charter. When pacific settlement of disputes is rejected by the belligerents and under the contemporary principle of responsibility to protect (R2P) what is the UN to do? The UN must intervene according to the organization’s mandate and the need to protect civilians, even if this means that it exposes peacekeepers to attack by insurgents and the UN peacekeepers may not be equipped to execute the mission. The promise for a rapid reaction force and more lethal and logistic equipment is a start. Although the interventions are probably hopeless in creating conditions for a lasting peace.
Chinese Cyber Espionage
The Wall Street Journal published a transcript of written responses put to the Chinese President Xi Jinping. On the issue of Chinese hacking the Chinese President had this response:
China takes cybersecurity very seriously. China is also a victim of hacking. The Chinese government does not engage in theft of commercial secrets in any form, nor does it encourage or support Chinese companies to engage in such practices in any way. Cybertheft of commercial secrets and hacking attacks against government networks are both illegal; such acts are criminal offenses and should be punished according to law and relevant international conventions. China and the United States share common concerns on cybersecurity. We are ready to strengthen cooperation with the U.S. side on this issue.
The key part of the response here is “relevant international conventions.” There aren’t any! There is a model set of non-binding international norms released by the UN back in July, 2015. Those norms include:
(a) Consistent with the purposes of the United Nations, including to maintain international peace and security, States should cooperate in developing and applying measures to increase stability and security in the use of ICTs and to prevent ICT practices that are acknowledged to be harmful or that may pose threats to international peace and security;
(b) In case of ICT incidents, States should consider all relevant information, including the larger context of the event, the challenges of attribution in the ICT environment and the nature and extent of the consequences;
(c) States should not knowingly allow their territory to be used for internationally wrongful acts using ICTs;
(d) States should consider how best to cooperate to exchange information, assist each other, prosecute terrorist and criminal use of ICTs and implement other cooperative measures to address such threats. States may need to consider whether new measures need to be developed in this respect;
(e) States, in ensuring the secure use of ICTs, should respect Human Rights Council resolutions 20/8 and 26/13 on the promotion, protection and enjoyment of human rights on the Internet, as well as General Assembly resolutions 68/167 and 69/166 on the right to privacy in the digital age, to guarantee full respect for human rights, including the right to freedom of expression;
(f) A State should not conduct or knowingly support ICT activity contrary to its obligations under international law that intentionally damages critical infrastructure or otherwise impairs the use and operation of critical infrastructure to provide services to the public;
(g) States should take appropriate measures to protect their critical infrastructure from ICT threats, taking into account General Assembly resolution 58/199 on the creation of a global culture of cybersecurity and the protection of critical information infrastructures, and other relevant resolutions;
(h) States should respond to appropriate requests for assistance by another State whose critical infrastructure is subject to malicious ICT acts. States should also respond to appropriate requests to mitigate malicious ICT activity aimed at the critical infrastructure of another State emanating from their territory, taking into account due regard for sovereignty;
(i) States should take reasonable steps to ensure the integrity of the supply chain so that end users can have confidence in the security of ICT products. States should seek to prevent the proliferation of malicious ICT tools and techniques and the use of harmful hidden functions;
(j) States should encourage responsible reporting of ICT vulnerabilities and share associated information on available remedies to such vulnerabilities to limit and possibly eliminate potential threats to ICTs and ICT-dependent infrastructure;
(k) States should not conduct or knowingly support activity to harm the information systems of the authorized emergency response teams (sometimes known as computer emergency response teams or cybersecurity incident response teams) of another State. A State should not use authorized emergency response teams to engage in malicious international activity.
These norms involve the use of Information and Communications Technologies (ICT) to attack critical infrastructure, not espionage. These norms are a perfectly reasonable set of standards of international conduct on the Internet. States should be diligent in protecting critical infrastructure, not allow their territories to be used for attacks on another, share vulnerability information, secure the supply chain from conterfeit products (from China), and states shouldn’t deploy their security researchers to do harm.
The states obligations under international law in (f) are about the laws of armed conflict and the protection of civilians and infrastructure, article 56, in the additional Protocol I of the Geneva Conventions, which incidentally the US had never ratified due to its objections to paragraph 3 of article 44 of the Protocol which absolve guerrilla fighters from the requires that other uniformed militaries must comply with and makes it more likely that civilians will be attacked and the military charged with war crimes.
Ignoring Volatile Markets
Dan Solin over at the Huffington Post has a blog post entitled “The Secret to Investing in Volatile Times.” The secret:
Instead of watching the breathless reporting from the floor of the New York Stock Exchange, do the opposite. Ignore the financial media. Pay no attention to what is happening in the market. Be blissfully ignorant. Spend the time you might normally devote to these anxiety-producing activities on pursuing your hobbies, spending time with your family and taking a vacation.
Once you understand that monitoring the markets is harmful to your long-term returns, a whole new world of opportunities will await you.
Because long term returns are higher under a buy and hold strategy, you will have greater peace of mind and higher returns, if you just ignore the market’s gyrations and try to time it. Obviously your broker, who is in part motivated by commissions, isn’t too keen on this strategy, nor are newsletter writers and analysts with a good track record of market timing. Bob Brinker and Marty Zweig come to mind.
Generally market timing is a fool’s game. Burton Malkiel studied stock market efficiency, which says that the prices in the stock market reflect all known information at the time. Generally the stock market returns can be modeled as random walk and guessing at the points when prices reverse is nearly impossible to do, i.e., technical indicators aren’t reliable, nor does doing fundamental analysis, because the information will be reflected in the prices by those with an opportunity to arbitrage. So if you should just buy and hold, how should you invest?
Harry Markowitz, developed a method for constructing optimal portfolios, the method for which was enhanced to account for risk tolerance (the Sharpe ratio). This is the basis for most of the new robo-advisers, where you answer a series of questions to gauge your risk tolerance and then the robot constructs an optimal portfolio that is supposed to return the greatest risk-adjusted rate according to your risk tolerance.
That is great, but what if I am saving for more than just retirement, such as a boat, the kids’ college tuition, etc.?
Well, the academics have a solution for that too. We haven’t seen it make its way into the robo-adviser products yet, but certainly a human adviser can use the tools of both classic portfolio selection and lessons from behavioral finance and, rather than treating the person as a single pot of money to be invested in one portfolio, the concept of mental accounts can be used to construct optimal portfolios for aspirational investing (that boat or Porsche), college funds and retirement funds.
So back to Solin. Solin is only partly correct. You are best ignoring the market hype, but only if you have a well diversified portfolio that is optimized for your level of risk tolerance. If you can’t sleep at night, you’re taking too much risk.
Bumper Stickers and The Gun Toting Hippie
Geertz and Daesh
The American Interest had a blog post today, responding to a Christianity Today article discussing an evangelical Christian congregation in Germany that has welcomed and converted hundreds of Muslim migrants. Writing about how the conversions indicate not a vote for Christianity, but a vote against the crises in the Middle East today:
That points to a danger for Islam: The pressures of intellectual and social modernization colliding with sectarian radicalism—and all in a region characterized by repeated economic and political failures—can create a civilizational crisis of confidence. Some respond by radical fundamentalism, trying to drown out the disturbing and critical voices in their own heads. Others say nothing but quietly distance themselves from the ideologies and practices of a world they see as failing. Some struggle to develop a concept of their faith that is resilient and open enough to coexist with modernity. And still others look for alternatives in other belief systems, religious and non-religious.
The American Interest is describing a particular phenomenon that has been in evidence in the Islamic world since the modern era. Clifford Geertz, described the phenomenon in Islam Observed. He describes a social psychological condition where modernity brought a lack of certainty in religious truth. You have the average believer sandwiched between secularism and scripturalists who are taking a leap back to construct a more pure form of religion.
Geertz discussed a particular difference between the “scripturalist interlude” in the West and the one in Islam. In the West, it was the Protestant Reformation, which reached back to the scriptures and laid the foundation for the radical transformation of society, priming society for modernity. In the Islamic world, the great leap back in order to make the great leap forward got stuck in the leap back.
What happened is an ideologization of religion as the response to modernity, rather than the leap forward to modernity. Combine a fundamentalist theology with a totalitarian political institutions to enforce an idealized seventh century life style and you get Daesh. It is natural for Muslims, caught between the scripturalists and secularists to seek out alternative forms of belief, when they reach a more permissive culture.
A Journey of a Thousand Miles Begins with a Single Step
Welcome to The Noble Polymath! This is a site of occasional pieces of opinion and analysis. First let’s answer the question the wife-unit first posed: what is a polymath? A polymath is a person who knows a lot about a lot of subjects. Leonardo Da Vinci was a polymath. Benjamin Franklin was a polymath.
The next question: why “Noble?” The answer is that in modern usage the term polymath has become synonymous with dilettante, a dabbler. The polymath is in fact not a dabbler. A polymath often suffers from a particular disorder common to bibliophiles: successive monomanias. Were you to see my crammed bookshelves you would see evidence of successive monomanias–hundreds of volumes on the Deuteronomistic History, hundreds of volumes on the secular study of religion, hundreds on Jewish Studies, about a hundred on psychoanalysis, hundreds on international relations and grand strategy, and about a hundred on applied mathematics.
My most recent monomania is international relations and grand strategy. It was sparked when I read a piece in the Wall Street Journal by Charles Hill extolling the virtues of the liberal arts in state craft. I learned that Charles Hill taught in the Brady-Johnson Program in Grand Strategy at Yale University. I looked up the program, which is a non-degree program for training diplomats and heads of state. I found a syllabus via a Google search and over the next several years devoured the reading list, but required and recommended. I entered a degree program in the subject this year at Troy University to put all that to use in acquiring a credential in the subject, perhaps leading to a PhD in the subject.
You will see many posts on the subject as I encounter and react to the news of the day.