Turkey at the start of one-man rule

1. Yesterday (Monday) Recep Tayyıp Erdoğan took office under the system of executive presidency, which gives him arbitrary personalised powers, based on the claim that a system of such extreme powers for one person is the most democratic system if that person is elected. The changes came about as the result of a referendum last year, which gave a narrow victory for the constitutional changes. It seems to me, and many others, that rigging allowed victory in the election. For the first time in Turkey, all ballot papers unstamped by an electoral officer were counted, allowing unlimited fraud. There are other issues about intimidation and irregularities, but this is not the moment to go into further detail, but I will just point out that radical changes to the constitution were ‘legitimised’ by pseudo-democratic fraud.

2. The constitutional changes enable the President to: legislate by decree, appoint most Constitutional court judges, appoint the army chiefs, appoint police chiefs, appoint all higher level members of the bureaucracy, appoint government ministers and vice-presidents without reference to the National Assembly. There is no Prime Minister. The President, Vice-Presidents, and Ministers are not obliged to answer questions in the National Assembly. In principle the National Assembly can reverse decrees as laws, but to allow the President to legislate in such an unaccountable way in the first place undermines all understanding of what a national assembly is for and what the limits on the head of government or head of state (now the same person) should be in a state which is constitutional and democratic.

3. Ministerial appointments have most notably included the elevation of Erdoğan’s son-in-law, Berat Albayrak, to the Ministry of Treasury and Finance. Albayrak is a major businessman whose rise in business and then politics have taken place since Erdoğan became the most powerful man in Turkey in 2002.

4. Other appointments have given business people ministerial posts for areas of the economy in which they have a dominant market position. Erdoğan’s own family doctor who owns a medical business is health minister. The education minister owns a private college.

5. The appointments of business people and a son-in-law show carelessness about propriety in the separation of the administration of public affairs from private and family interests, to put it in the mildest way possible. It also suggests that Erdoğan thinks he is too big for the party which brought him to power, AKP. It has been clear for some time that the most powerful people in the AKP are this son-in-law and one of the sons. That is, the AKP exists as a vehicle of one family, and its businesses associates. In this case, it is hardly a properly functioning democratic party.

6. The appointments were preceded by a presidential decree on the appointment of the governor and vice-governors of the central bank, which reduces its autonomy and makes it more vulnerable to Presidential pressure. Erdoğan has clearly been struggling to live with central bank decisions to raise interest rates in response to inflation and the falling value of the Turkish Lira. Anyway, the currency lost 20% of its value and inflation is at nearly 16% though the central bank’s target is 5%.

7. Market confidence in Turkey, even of a very minimal kind, was resting on one man, Mehmet Şimşek, who has western training in economics and is the last remnant of the days when the AKP appeared to many to be a centre-right reformist party, and did manage to behave in part like such a party. Şimşek appears to have been increasingly unhappy with his situation, putting a rational face on polices he knows are going in the wrong direction, occasionally winning battles to raise interest rates. One of Erdoğan’s main obsessions is that interest creates inflation. He has found it necessary to curtail that belief on occasions. Şimşek apparently wanted to resign from government recently, but no one ‘betrays’ Erdoğan in that way. Şimşek was bullied into staying and has now been sacked. His replacement is Erdoğan’s son-in- law. The markets have been spooked and the lira fell very sharply yesterday evening.

8. The Erdoğanists do have a solution to lack of international market confidence in Turkey. It is to create a Turkish ratings authority which will rate Turkish government credit as the government wishes! This absurd proposal, which will only reduce the credibility of the lira and government debt, shows the depths to which economic policy run on political paranoia has sunk in Turkey. Political paranoia because low credit ratings are due to foreign conspiracies!

9. Going back to last month’s election, about 2% of ballots cast have been declared invalid by the Supreme Electoral Council. HDP (Kurdish rights and leftist party) has pointed out that most ‘invalid’ ballots are from polling stations where it did not have observers. The HDP is defined as ‘terrorist’ by the followers of Erdoğan and its presidential candidate is in prison on ‘terrorism’ charges. This is all based not on credible evidence of co-operation with the PKK, which does have common roots with HDP, but on absurdly broad definitions of terrorism which take in people who do not oppose the PKK enough or which offer any criticism of state policy towards the PKK.

10. Based on point 9, it looks very much like 2% of votes cast were spoiled to take votes from the HDP. It hardly seems likely that would be the limit of fraud. As mentioned in point 1, all ballots were counted which did not have the basic security guarantee of a stamp from an electoral official on the ballot itself or the envelope containing the ballot. It is inherently difficult to arrive at accurate figures in this matter, but it looks very much like at least 4% of the ballot was fixed (that would merely double the most obvious form of rigging, which I do not think is an extravagant assumption, after all most rigging will take place in very hidden ways). If I am correct then the pro-Erdoğan electoral list for the National Assembly did not get a majority of votes and Erdoğan did not get a majority of votes in the presidential election.

11. The government-state machine extends claims that the HDP is terrorist to the main opposition party, CHP, on the grounds that the CHP has offered some criticisms of the detention of the HDP presidential candidate, and that some CHP supporters voted HDP to help it overcome fraud and reach the 10% of votes necessary to enter the National Assembly. CHP provincial leaders have been banned from attending the funerals of soldiers killed by the PKK, soldiers who in some cases will be CHP supporters, showing the kind of spite, vengefulness, and abuse of state power driving the AKP.

12. The Istanbul municipal government has announced that public transport will be ‘only’ half price during next month’s Kurban Bayram (Sacrifice Festival; religious festival and public holiday) instead of free as has been normal for a long time. This shows the strains that public finances are under in Turkey. The AKP are specialists in providing ‘free’ benefits to electors, along with favours for individuals and families, building up a base in local government in this way before they came to power nationally. The Istanbul news is a small thing in itself, but is suggestive of a decline in the capacity of the AKP to use public money to buy votes.

13. Given increasing personal indebtedness, rising inflation, the falling value of the currency, the decline of foreign investment and the credibility of government debt instruments, we could see some very difficult economic times in Turkey. It is clear that this process was important in holding the recent election 18 months early. The loyalty of the AKP and Erdoğanist base is intense, but was formed at a time of economic growth and expanding public services. We see going to see what happens to loyalty in less happy circumstances.

Could free speech have led to overseas empires?

Tridivesh’s recent post on China’s multilateral struggles got me thinking about the difference between the United States and China when it comes to coalition-building and international affairs more broadly.

I don’t think the Chinese are purposely attempting to smaller countries in debt so that Beijing may have a shorter leash for them. I think Beijing simply doesn’t know what it’s doing, and is proceeding apace with multilateral initiatives like the BRI through a trial-and-error process. Unfortunately, trial-and-error processes only work if there is a mechanism to identify the error that takes place during the trial. In the West, we call this mechanism “free speech.” In China, free speech ruins order and is thus discouraged at best and disposed of at worst.

China’s expansionist efforts will probably, as a result of the lack of free speech, end poorly for the regime. Beijing’s reputation will suffer, and it will have to resort to more coercive tactics to secure its alliances and influence over its smaller neighbors.

This thought process, in turn, got me thinking about how the West came to churn out so many powerful worldwide empires in such a short span of time, and how these empires managed to coexist with each other at various points in time. Given China’s troubles with establishing hegemony, the fact that the United Kingdom, the Netherlands, France, and the United States were able to achieve what they achieved is amazing. Throughout most of history, empires (or wanna-be empires) have sought to expand abroad while keeping order at home, just like China is doing today. In the sixteenth-century West, order at home was rejected in favor of liberty at home, and as a result the few societies that tried liberty ended up being able to afford overseas empires, where order was sought instead of liberty!

The short-sightedness of imperialists continues to astound me. If liberty at home leads to opportunities to establish colonies abroad, why on earth would you try to stamp out liberty in the colonies you’ve been able to establish thanks to liberty? Imagine if the people living in Indonesia, or India, or Algeria, or the Philippines, had all the liberty that Americans and western Europeans had. Alas…

Eye Candy: Mexican election results (2018)

NOL Mexican elections
Click here for data

Yikes, the red team is a left-wing populist party (like the one that governs Venezuela). How did it come to this? Here’s a more optimistic take.

Hegemony is hard to do: China, globalization, and “debt traps”

As a result of an increasingly insular United States, with US President Donald Trump’s imposition of tariffs, China has been trying to find common cause with a number of countries, including US allies such as Japan, India and South Korea, on the issue of globalization.

While unequivocally batting in favor of an open economic world order, Chinese President Xi Jinping has also used forums like Boao to speak about the relevance of the Belt and Road Initiative (BRI) (also known as the One Belt and One Road Initiative, or OBOR). At the Boao Forum (April 2018), the Chinese President sought to dispel apprehensions with regard to suspected Chinese aspirations for hegemony:

China has no geopolitical calculations, seeks no exclusionary blocs and imposes no business deals on others.

There is absolutely no doubt that the BRI is a very ambitious project, and while it is likely to face numerous obstacles, it is a bit naïve to be dismissive of the project.

Debt Trap and China’s denial

Yet China, in promoting the BRI, is in denial with regard to one of the major problems of the project: the increasing concerns of participant countries about their increasing external debts resulting from China’s financial assistance. This phenomena has been dubbed as a ‘debt trap’. Chinese denialism is evident from an article in the English-language Chinese daily Global Times titled ‘Smaller economies can use Belt and Road Initiative as leverage to attract investment’. The article is dismissive of the argument that BRI has resulted in a debt trap:

It is a misunderstanding to worry that China’s B&R initiative may elevate debt risks in nations involved in massive infrastructure projects. Countries are queuing up to cooperate with China on its B&R initiative, but many Western observers claim the initiative will create a problem of debt sustainability in countries and regions along the routes, especially those with small economies.

The article begins by citing the example of Djibouti in Africa, and how infrastructure projects are generating jobs and also helping in local state-capacity building. It then cites other examples, like that of Myanmar, to put forward the point that accusations against Beijing of promoting exploitative economic relationships with participant countries in the BRI is far from the truth.

The article in Global Times conveniently quotes Myanmar’s union minister and security adviser, Thaung Tun, where he dubbed the Kyaukpu project a win-win deal, but it conveniently overlooked the interview of Planning and Finance Minister, Soe Win, who was skeptical with regard to the project. Said Soe Win in an interview with Nikkei:

[…] lessons that we learned from our neighboring countries, that overinvestment is not good sometimes.

Soe Win also drew attention to the need for projects to be feasible, and for the need to keep an eye on external debt (Myanmar’s external debt is nearly $10 billion, and 40 percent of this is due to China).

The case of Sri Lanka, where the strategically important Hambantota Port has been provided on lease to China (for 99 years) in order to repay debts, is too well known.

The new government in Malaysia, headed by Mahathir Mohammed, has put a halt on three projects estimated at over $22 billion. This includes the $20 billion East Coast Railway Link (ECRL), which seeks to connect the South China Sea (off the east coast of peninsular Malaysia) with the strategically important shipping routes of the Straits of Malacca to the West. A Chinese company, China Communications Construction Co Ltd, had been contracted to build 530km stretch of the ECRL. On July 5, 2018 it stated that it had suspended work temporarily on the project, on the request of Malaysia Rail Link Sdn Bhd.

The other two projects are a petroleum pipeline spread 600km along the west coast of peninsular Malaysia, and a 662km gas pipeline in Sabah, the Malaysian province on the island of Borneo.

During a visit to Japan, Mahathir had categorically said that he would like to have good relations with, but not be indebted to, China, and would look at other alternatives. The Malaysian PM shall also be visiting China in August 2018 to discuss these projects.

Conclusion

While Beijing has full right to promote its strategic interests, and also highlight the scale and relevance of the BRI, it needs to be more honest with regard to the issue of the ‘debt trap’ (especially if it claims to understand the sensitivities of other countries, and does not want to appear to be patronizing). While smaller countries may be economically dependent upon China, the latter should dismiss the growing resentment against some of its projects at its own peril. Countries like Japan have already sensed the growing ire against the Chinese, and have begun to step in, even in countries like Cambodia (considered close to China). A number of analysts are quick to state that there is no alternative to Chinese investment, but the worries in smaller countries with regard to Chinese debts proves the point that this is not the case. China needs to be more honest, at least, in recognizing some of its shortcomings in its dealings with other countries.

Eye Candy: Each (American) state’s biggest export trading partner

NOL map US state trading partners
Click here to zoom

Those tariffs will work wonders for the economy, I’m sure…

Pakistan’s dynastic politics and the PML-N’s Sharif family

As in other parts of South Asia, dynastic politics is an integral feature of Pakistan’s politics. Both the PPP (Pakistan People’s Party) and the PML-N (Pakistan Muslim League-Nawaz) are essentially family-run political parties. While the PPP has been dominated by the Bhutto family, the PML-N has been dominated by the Sharif family.

Resentment against family domination in PML-N

In the recent past, there has been resentment against the rise of both Maryam Nawaz Sharif (daughter of former Prime Minister Nawaz Sharif) and Hamza Shehbaz, son of Shehbaz Sharif (PML-N party chief and younger brother of Nawaz Sharif).

The latest resignation from PML-N was that of Zaeem Qadri, once a confidante of Shehbaz Sharif, who was denied a seat for the NA-133 (an electoral constituency in Pakistan). Qadri used some harsh words for Hamza Shahbaz, saying ‘Hear Hamza Shahbaz! Lahore is neither your, nor your father’s property.’ Qadri also stated, that one of the reasons he did not get the ticket was that he did not possess adequate resources.

In the run up to the elections, internal dynamics of the PML-N, as well as the role of the Pakistan military, will be crucial (it has been lending tacit support to the opposition, to weaken the PML-N, especially in the party’s citadel of Punjab).

Dynastic politics and differences within the Sharif family

If one were to look at the resentment against Maryam Nawaz, only last year, Chaudhry Nisar, former Interior Minister, who does not share particularly cordial relations with the Sharifs, said that it is too premature to compare Maryam Nawaz with Benazir Bhutto. Said Nisar in an interview with Geo TV:

Comparing Maryam Nawaz to Benazir Bhutto is wrong […] Maryam Nawaz should understand and partake in practical politics. Only then can she be considered a leader.

Another minister, Saad Rafique, too had stated that Maryam Nawaz should be ‘cautious while addressing public meetings.’

Rivalry between Hamza Shehbaz and Maryam Nawaz

It has been argued that one of the main reasons for the strained relationship between Shahbaz Sharif and Nawaz Sharif was the rivalry between their children. After Nawaz was removed from Prime Ministership in July 2017, one of the reasons why Shahbaz (now the PM candidate) was not immediately appointed interim Prime Minister, as well as President of the PML-N, was that there was a clamor for Hamza Shahbaz as Chief Minister of Punjab and Nawaz’s family was not comfortable with an arrangement where both father and son would be powerful. Later on, Nawaz appointed Pervez Malik, instead of Hamza Shehbaz, as campaigner in charge for NA-120, which was fought by his wife Kulsoom Nawaz.

Military’s behind the scenes manuevres and defections

In recent months, the Pakistan army has been trying to engineer a number of defections from the PML-N to PTI, and even though the military shares a comfortable relationship with Shehbaz, as compared to Nawaz, it is believed that now they would be most comfortable with Imran Khan as PM. There have also been reports of the military not just arm twisting political leaders of the PML-N, but censoring the media as well. Whether the latest resignation was prompted by the military is in the realm of speculation of course.

The Army and Nawaz’ reaction to the resignation of Qadri

Interestingly, Qadri’s resignation may be welcomed not just by the military, since it would have come across as a setback to the PML-N, which is considered the dominant force in Punjab. In his heart of hearts, Shahbaz’ brother Nawaz too may not mind this, since it will not only clip Hamza’s wings but also weaken Shahbaz’ position to some extent. During his press conference, Qadri made a mention of Nawaz Sharif, saying that the Former PM had told Qadri that many within the PML-N were not happy with his presence in the party.

While the two brothers share a very strong rapport, in spite of temperamental differences in the past year, there has been a degree of friction. After Nawaz’ remarks on the Mumbai attacks, where he blamed Pakistan for delaying the trial of the accused, Shahbaz had to intervene, and apparently told Nawaz not to talk to the press without consulting Shehbaz. In an interview to the Dawn newspaper, Nawaz had said:

Militant organisations are active. Call them non-state actors, should we allow them to cross the border and kill 150 people in Mumbai? Explain it to me […] Why can’t we complete the trial?

In spite of the differences within the PML-N, and some tensions between both brothers, there is a strong realization that the main crowd puller for the PML-N still remains Nawaz Sharif, and with the elder Sharif being in London due to his wife’s ill health (she has been on ventilator since June 14 2018) it is unlikely that he will be able to spearhead the campaign.

On the whole, defections like Qadri’s are not likely to have much of an impact on the prospects of the PML-N, given Nawaz’ charisma and goodwill, along with the fact that he is looked at as an individual who has taken on the army, and Shahbaz Sharif’s performance as Chief Minister. What will really be crucial is the success of the Pakistan military’s back door machinations, and to what extent will it go all out to back PTI Chief Imran Khan, who himself has been in the eye of a storm after a book written by his former wife and senior journalist, Reham Khan, has made some serious accusations against him, and could dent his prospects amongst certain sections.

Conclusion

It is in Pakistan’s interest that the 2019 election verdict results in the strengthening of the democratic set up. Apart from a dire need for change in the military’s mindset, political parties in Pakistan (like in other South Asian countries) too need to get their house in order and move beyond being family concerns. It is also important to have greater intraparty democracy.

Turkey after the Election

Grim Facts

Turkey held National Assembly and Presidential elections last Sunday (24th June). Recep Tayyıp Erdoğan won an overall majority of votes and retained the presidency without a second round of voting. The pro-Erdoğan electoral list of his AKP (Justice and Development Party/Adelet ve Kalkınma Partisi) and the older (the second oldest party in Turkey) but smaller MHP (Milliyetçi Hareket Partisi/Nationalist Action Party) took a majority of votes. The MHP took more votes than the breakaway Good Party (İYİ Parti/IP), though IP’s leader (Meral Akşener) is more popular than the MHP leader (Devlet Bahçeli) and the IP has more members.

The MHP broke through the 10% barrier to entry into the National Assembly in the votes cast for it, within the joint electoral list, though it was mostly expected to fall short by a distinct margin. Since the more moderate elements of the MHP joined IP, MHP forms part of a presidential majority in the National Assembly, with its authoritarian monolithic variety of nationalism unrestrained.

The main opposition party, the Republican People’s Party (Cumhuriyet Halk Partisi/CHP, a centre left and secularist-republican party), lost about one tenth of its National Assembly votes. The third party in the opposition electoral list, SP (Saadet Partisi/Felicity Party), a religious conservative party with the same roots as AKP, failed to get up to 1% in either the presidential or National Assembly elections, thus failing to increase its vote significantly and failing to take any notable fraction of the AKP vote.

CHP and then IP leaders failed to live up to promises to demonstrate outside the Supreme Election Council building in Turkey to protest against likely electoral rigging. Opposition data on voting gathered by election monitors ended up almost entirely coinciding with ‘official’ results (strictly speaking official results will not be available until 5th July) and earlier information is preliminary only.

Qualification of Grim Facts 

The above gives the bare facts about the results with regard to the most disappointing aspects from the point of view of the opposition. This is a disappointing result for anyone opposed to the authoritarian regime of Recep Tayyıp Erdoğan, which began by appealing to supporters of reform in a country with rather limited liberalism in its democracy.

Erdoğan has since made it clear that he regards democracy as the unlimited power of one man who claims to represent the People against liberal, westernised, secularist, and leftist ‘elites’ and ‘marginals’, along with foreign and foreign manipulated conspiracies against the Nation.

One qualification to the bad news above is that the opposition during the election is fighting against bias, exclusion, threatening accusations, harassment, violence and legal persecution from the state apparatus, state media, private media effectively under state direction (which is most of the private media), and gangs of thugs, some armed. At the very least the opposition held its ground in terrible circumstances, which have been getting continuously worse for years.

Another ‘optimistic’ aspect is that while there was certainly some vote rigging of a kind it was difficult for opposition monitors to capture. This includes pre-marked voting ballots. As in last year’s referendum vote, videos of pre-marking of ballots have been circulating on social media.

In the referendum campaign the electoral authorities broke the law by accepting ballot papers which had not been stamped by a polling station official. This was legalised in time for the election and broadened to allow counting of ballot papers in unstamped envelopes.

Legal changes have also made it easier for state authorities to move polling stations and remove ballot boxes from polling stations to be counted elsewhere. On a less official level, reports indicate harassment of voters by armed gangs and some employers requiring evidence from a phone camera photograph of voting for the government.

There have been problems for decades with polling stations (especially in areas where the opposition does not send monitors because of a small local base) ignoring opposition votes and recording ‘100%’ for the party in control of the state at the time.

It is very difficult to know what the overall number of votes is changed by these malpractices. It is, however, clear that the southeast of the country (that is the Kurdish majority region) is much more vulnerable to such practices because of the atmosphere created by PKK (far left Kurdish autonomy terrorist/insurgent group) and the security-state counter operations.

The main Kurdish identity party, the leftist HDP (Halkların Demokratik Partisi/Peoples’ Democratic Party), competes with the AKP for first place in the southeast. It is regularly accused of supporting PKK terrorism and even of being an organic part of the PKK in government oriented media and legal cases opened by highly politicised state prosecutors.

There is certainly overlap between PKK sympathisers and HDP supporters, but ‘evidence’ that the HDP supports terrorism consists of statements calling for peace, criticising security operations against the PKK and it’s Syrian partner (PYD), and criticising state policy towards the PKK. Whatever one might think of the HDP’s policies and statements, these are not evidence that it is a terrorist organisation. The idea that it is legitimises official harassment (including imprisonment) and less officials forms of intimidation and vote rigging. It also legitimises less widespread but very real harassment of the CHP on the grounds that some supporters voted HDP to get is past the 10% thresh hold and, in a limited and very moderate way, the CHP has expressed some sympathy for persecuted HDP leaders and activists.

I can only make guesses but I think it is reasonable to estimate that 1% of votes have been historically manipulated and that this has increased along with the strengthening grip of the AKP on the state and parts of civil society, and also with its increasing demonisation of opposition.

I’ll estimate 3% for the votes manipulated.

Election evening results indicated just over 53% for Erdoğan as president and for the electoral list backing him. This has however been going down as later ‘preliminary’ results so it may now be about 52% for both votes. In this case, if 3% of votes are manipulated (a very sober estimate in my view) then we could be looking at 49% for Erdoğan and his supporters. This might still give a slight majority in the National Assembly, as distribution of seats is biased towards rural and small town conservative areas, and since 100% of votes are not represented by seats in the National Assembly in even the most pure form of proportional representation (because there are always some micro-parties which get some votes but do not enter the National Assembly).

A run-off for president after Erdoğan gets 49% seems very likely to still set up Erdoğan as the winner in the second round. It is of course wrong in principle to rig at this level but it doesn’t change anything important presuming rigging is at the level I’ve suggested. I will have a clearer idea about this when all results are officially released on 5th July.

On further relatively good news, the CHP vote in the presidential election was at 30%, about one fifth higher than before.

The presidential candidate Muharrem İnce turned out to be an inspiring campaigner and public speaker able to appeal to a variety of sections of Turkish society. He seems like a natural fit for the leadership of CHP, though so far the incumbent, Kemal Kılıçdaroğlu has been slow to step down and clear the way.,

The final results seem likely to show at least a slight decline for Erdoğan since the 2014 presidential election. IP is new and has no local government base. As there are local elections at the end of March next year, they should be able to establish local strongholds and build on that nationally.

The AKP does not have a majority in the National Assembly for the first time since 2002. MHP makes up the majority at present and as stated above seems likely to behave in a very nationalist-authoritarian way. However, its vote seems to have been increased by disaffected AKP voters (particularly in the southeast) who are not ready, so far, to vote against Erdoğan and a pro-Erdoğan electoral list. This makes their support rather unstable and the MHP is likely to see advantage in turning away from Erdoğan at some point, or at least cause him trouble by asserting its independence. Erdoğan is not someone to welcome, or live with, this kind of division in his support bloc and a conflict of some kind seems likely at some point.

Busy, busy, busy

Hey folks, I’ve been busy. I just moved from Austin to Waco, and found out child #2 is on the way. Holy crap!

Here is my Tuesday column at RealClearHistory, on Rod Blagojevich, and here is my weekend column for the same site, on the World Cup. Be sure to check them out! I’ve got two columns per week at RealClearHistory, one comes out Tuesdays and the other on Fridays.

I hope you’ve been enjoying yourselves here at NOL. Awhile back, Michelangelo suggested I shift more of my writing focus here to be on libertarian parenting, but I thought that might be a bit too personal. (There’s a lot of weirdos out there.)

I’ve invited Joakim, Shree, Ethan, and Mary to join us at the consortium, and I do hope you’ve been enjoying their stuff so far (I know I have). You can find out what everyone has been up to lately by starting here (or here, if you’re on Twitter).

Have a good weekend!

Red Lobsters and Black Swans

Back In 2007 Nassim Nicholas Taleb had estimated that, in the following years, the rate of irruption of highly improbable events that change our way to perceive reality would be on the increase. Using his terminology, we would swiftly drift from Mediocristan out to Extremistan. People would have to deal with black swans more often and adapt to the new scenario.

The sudden spreading of Jordan Peterson’s lobsters might be a confirmation of Taleb’s surmise (in Extremistan, the term “surmise” has not any derogatory connotation). “Stand up straight with your shoulders back” is a piece of advice aimed at people who feel overwhelmed by a state of affairs, both personal and public, whose complexity they can hardly grasp. In Taleb’s terms, Jordan Peterson wants to prepare you for a world in which the Black Swans are the underlying reality.

Our quantitative patterns about reality -both physical and social- contribute to preserve fixed relationships among the terms that build up our world and subjectivity -while every now and then the “untimely” burst into our sense of reality. The Nietzschean “untimely” had always been there, out of the reach of our horizon of perception, but ready to appear suddenly and unexpectedly, like the plague in Thebes.

Nevertheless, perhaps there is no underlying chaotic reality, but a Hofstadter’s braid, where Apollo and Dionysus are intertwined: simple and complex phenomena, back to back, the beauty and the sublime. Upon one side, the train of events represented by a correlative train of thoughts; on the reverse, a plane of unarticulated notions that are inherent to those representations.

In this sense, the matrix of Taleb’s Black Swans might not inhabit the undertow of our perceptions, but stand above them, in a plane of a higher degree of complexity. Each new event triggers our brain to readjust our system of classifications. But this readjustment, at its time, triggers off a reconfiguration in the said plane of unarticulated notions that give support to our set of representations. In principle, an arrangement of such events would remain stable, but sometimes some unintended consequences could arise. That is the dynamic of events that Friedrich Hayek had once tried to convey with his concept of spontaneous or abstract order.

Peterson’s Red Lobsters try to make us reflect on the edge of our common patterns of conduct, whereas Taleb’s Black Swans incite us to perform the speculative activity of throwing hypothesis over the singularity of the abstract order, so that to anticipate any unintended consequences of our individual or collective behaviour. Notwithstanding the huge differences that there might be between them, what deserves our main attention is the acknowledgement of that the unplanned, the unexpected, the uncertain, are not alien forces, but the inherent articulation of the patterns of events that constitute the matter we are face to deal with.

Eye Candy: 2026 World Cup votes, by country

NOL map World Cup 2026 vote
Click here to zoom

My only question is why did 3 countries that could easily (and have, in the past) host the World Cup on their own gang together? Mexico, Canada, and the United States are wealthy countries. Why gang up?

My guess is that wealthier countries are going to have to do a lot more cooperating if they want to host world-level events from now on, due to the fact that the selection process for these types of events has become democratized. Economist Branko Milanovic has a thoughtful piece on FIFA (the governing body for world-level soccer events) and corruption that ties in to all of this.

A note on India’s performance at the recent SCO Summit

The Shanghai Cooperation Organization (SCO) Summit, from June 9-10, went largely as expected. The Indian Prime Minister, Narendra Modi, met the Chinese President, Xi Jinping, on the sidelines of the summit. New Delhi’s proposal to have an informal summit, in India in 2019, on the lines of the Wuhan Summit (held in April 2018) was accepted by the Chinese. Agreements were also signed between both countries with regard to sharing hydrological data on the Brahmaputra River, and export of non-Basmati varieties of rice from India. Another issue, which was discussed during the Modi-Xi meeting, was the joint capacity development project in Afghanistan, which was first proposed during the Wuhan Summit.

Commenting on his meeting with the Chinese President, Modi tweeted:

Met this year’s SCO host, President Xi Jinping this evening. We had detailed discussions on bilateral and global issues. Our talks will add further vigour to the India-China friendship.

Modi’s meetings with leaders of other member countries

The Indian PM met other leaders of member countries, including the presidents of Tajikistan and Uzbekistan. While there was no formal meeting with the Pakistani President Mamnoon Hussain, Modi did shake hands with Hussain and exchange pleasantries. Interestingly, Chinese President Xi Jinping, during his address, had spoken about the presence of both leaders, as well as entry of both countries into the SCO. Said the Chinese President: Continue reading →

The Politics of the Incredibles (minimal spoilers)

I saw an early release of the Incredibles 2 last night. I wasn’t expecting too much given Pixar’s history with sequel. Finding Dorothy, Monsters University and the Cars sequels were okay, but below average for Pixar. I am happy to report that the Incredibles 2 was a pleasant exception. Not only did the film re-capture the magic of the original, it made a point that many readers and fellow Notewriters should appreciate: legality doesn’t equal right.

The film starts off directly after the events of the first film. The titular Incredibles family fights off the Underminer, a mining themed super villain. Instead of getting praised for their actions though, they get arrested. Superheroes are still illegal. The events of the past film haven’t changed that. One of the characters wisely remarks, “Politicians don’t understand why someone would do the right thing for its own sake. They’re scared of the idea.”

The family is let go, but they’re at a low point. Their home has been destroyed. They’re unemployed and broke. They’re gifted with super powers, but they live in a world where they can’t legally use them. That’s when a businessman approaches them and asks – why not use their super powers? The businessman proposes that the family continue to use their powers illegally, and convince the government to change the law after the public has been shown how useful superheroes are. This leads to a funny exchange where the characters argue about how they’re being asked to be illegal in order to become legal.

I won’t spoil the remainder of the film, but I love the businessman character’s early scenes. It’s refreshing to see a corporate character, and his disregard for legislated morality, portrayed in a positive light. Tony Stark/Iron Man starts off this way in the early MCU films, but makes a u-turn by Captain America: Civil War. This new character, for better or worse, stands by his beliefs.

The tension between legislation and morality isn’t a new theme for Pixar. The idea of breaking the rules to do what’s right was a central feature of Monsters University as well. It’s a lesson I think many children, and their parents, could benefit to learn. Legislation isn’t morality.

I give the film a solid 9/10. It’s around Wall-E or Up levels of quality. It’s easily one of the funniest Pixar films in a while. The animated short before the film is, as standard for Pixar, a tear jerker. Bring some tissues.

Thoughts? Opinions? Post in the comments.

A note on the three Californias and arbitrary borders

As many of you may know, there is a proposal to split up California into three parts: north, south and ‘ye olde’ California. This proposal is idiotic on several fronts. For starters the best university in LA, the University of Southern California, would find itself in ye olde California. Meanwhile my university, UC Riverside, would overnight become USC Riverside. Now, I wouldn’t be against the Trojan football team relocating to Riverside, especially since Riverside doesn’t have a team of it’s own. However the proposed split would cut off the Inland Empire and Orange County from Los Angeles county.

This despite the fact that the greater LA area is composed of LA-Ventura-Riverside-San Bernardino-Orange counties. These counties are deeply interwoven with one another, and dividing them is bizarre. Imagine the poor “Los Angeles Angels at Anaheim”. What horrendous name will they have to take on next? The “San Diego Angeles at Anaheim”?

Beyond it’s idiocy the proposal makes a larger point: government borders are, for the most part, arbitrary and plain stupid. The proposal to split up California ignores the regions socio-cultural ties to one another, but there are countless other examples of senseless borders.

For example, who was the bright guy that decided to split up Kansas City between Missouri and Kansas? And let’s not even get started on the absurd borders of the old world.

Thoughts? Disagreements? Post in the comments.

Turkey elections: Elections, Rappers, Media, Micro-Party, Rigging, Iraq

The Turkish State’s War On Rap

The election campaign has not slowed down the Erdoğanist state in its efforts to punish anyone who deviates from Erdoğan’s ideal of obedient, socially conservative, and conformist citizens. One of the best known Turkish rappers, Ezhel, with very leftist and counter culture lyrics, has been arrested recently for ‘encouraging drug use’. A prosecutor ordered his detention, which was implemented after he voluntarily went to the police station to answer a ‘complaint’, with no warning about detention. Onur Dinç (known as Khontkar), and Young Bego have also been detained. They can all be found on Spotify and YouTube. Listening on Spotify generates a little income for people who deserve a bit of solidarity at the moment.

İnce’s Presidential Campaign

An interview on HaberTürk TV with the leading opposition candidate for President of Turkey, Muharrem İnce (from the secularist, centre-left Republican People’s Party), has gone down very well. The interviewers let İnce express his views and had a selfie with him afterwards. HaberTürk TV is a private channel but, like all commercial private channels, accepts (and has no real choice) the biases and silences imposed by the Erdoğanist-AKP regime.

It is normal for Erdoğan himself to phone media groups and complain about coverage, demanding firings of journalists, where the bias is not as complete as he requires. So how long are these journalists, and the responsible manager, going to survive? A manager on another private channel was fired (officially ‘left for personal reasons’, ha ha ha) after allowing a very brief segment on the second most popular opposition, and more right wing, candidate, Meral Akşener. Will these HaberTürk people survive until the election? Are they more willing to push the limits because the opposition is doing better than expected?

On recent polls (leaving aside companies who enjoy close relations with the Erdoğanists) only rigging (or some extreme situation) can now stop 1. the opposition winning a majority in the National Assembly (could be stopped on current polling by stealing/losing about 2/3% points from HDP, a Kurdish rights-leftist party which appears to be between 1 and 3% points above the 10% election threshold). The main left-right opposition list seems to be about 3 points behind the right wing government list 2. the presidential election going to a second round, i.e. Erdoğan cannot get 50%+ of the vote in a several-candidate field (except by rigging at least 7% points of votes cast) and might lose in the run off.

I can only presume the interviewers of İnce will be out of a job if Erdoğan and the AKP-dominated electoral list do win by some means, and HaberTürk will suffer other penalties. Yes, polls can be wrong and they don’t all show the same thing, but those most favourable to the government tend to be run by cronies and there is widespread suspicion that in the current atmosphere in Turkey, some voters would prefer not to tell a stranger they are voting for an opposition party, particularly HDP. This is confirmed by the relation between opinion polls and the final result in last year’s referendum on moving to a presidential system (in which the final result itself may have been affected by losing and faking ballots, and by the difficulty that many voters in the Kurdish southeast had with getting to polling stations, a tactic the regime is setting up for this time as well).

The AKP-Erdoğanist Media Strategy: Why Turkish Media promotes an ex-terrorist micro-party.

Presenting the Opposition

Following on from the above, though İnce gets a lot less coverage on all media, including state media which is legally required to provide balanced coverage, than Erdoğan for the Presidential campaign, he gets far more than the more nationalist-conservative opposition candidate Meral Akşener (who would be the first female President of the Republic). She is polling behind İnce, but mostly by a moderate margin. She receives almost no coverage, her campaign is in fact a completely banned subject in the Erdoğan-controlled media (that is all state media and all the major private media groups).

Clearly the Erdoğan strategy (and we can be sure that he dictates it, without any delegation of overall strategy to campaign organisers) is to promote İnce as the only opposition candidate, in the belief that Akşener is a more of a threat to conservative support for himself. I used to believe this, but as far as we can tell from polls, İnce is leading in the first round and would do as well as Akşener in a second round play-off, both going down to very narrow defeat. This strategy has a high chance of backfiring by enabling someone further from Erdoğan in politics to become President.

The media manipulations may not make much difference since people open to voting for the opposition are going to treat the Erdoğanist media with scepticism and seek other news sources, but it is at least worth noting what the strategy is. It might be that the main aim is to make electors forget that Akşener’s party İYİ (Good) exists, on a common list with İnce’s party, but voters for the list can choose between them. It is unlikely that many voters are unaware of Akşener, the İYİ party, and the common list, and those that are unaware must be hardcore Erdoğanists who will not switch support to anyone in this election for any reason.

Promoting a Micro-Party

The most bizarre aspect of Erdoğanist coverage of the elections is that Hür Dava Partisi receives a great deal more coverage than İYİ. Hür Dava Partisi means Free Cause Party and the Turkish name is usually contracted to Hürda Partisi or Hüda Par. It was founded by people who had supported the Kurdish religious terrorist group Hizbollah. This is nothing to do with Hizbollah in Lebanon, which is a Shi’a group. Hizbollah in Turkey is defunct and was Sunni Muslim, as is Hüda Par.

It advocates religious law in Turkey and operates only in southeastern provinces where ethnic Kurds are in a majority, and has no more than 5% support in any individual province, giving it overall less than 5% in the whole region and less than 1% in the whole country. For it to receive much election coverage is of course absurd. The reason this happens is in the hope that the more religious Kurdish voters who are dissatisfied with the AKP after voting for it in the past (AKP is the second party in the region) will vote for Hüda Par instead of the secular-leftist HDP, which is the leading party in the region. The aim is to keep the HDP vote below 10% nationally, the electoral threshold for the National Assembly.

I don’t think it is possible that Hüda Par can soak up those votes sufficiently, but from the Erdoğanist point of view, it is worth trying and might just keep HDP below 10% in conjunction with electoral trickery such as moving polling stations away from HDP areas to make it less easy for them to vote and the possibility of outright electoral fraud, particularly in those polling stations where opposition observers may not turn up, in remote very pro-AKP areas. Electoral law has been changed recently to make removal of ballot boxes by the police easier and to legalise the illegal decision of the Supreme Election Council to count unstamped ballot papers in last year’s referendum.

On current polling, the opposition electoral list is a few percentage points behind the Erdoğanist list, so keeping the HDP out of the National Assembly would give his list an overall majority. This is why a micro-party of extreme religious conservative Kurds gets a high level of coverage in the Turkish media compared with conservative nationalists in İYİ who oppose Erdoğan and have created the third largest party in Turkey in terms of opinion polling.

Resisting Electoral Fraud

The possibility of electoral fraud and the use of fraud to keep HDP out of the National Assembly to the advantage of the Erdoğanists has of course been noted by the opposition and they are co-operating to work against this. The electoral list which comprises the second, third, and fourth parties in Turkey (secular centre-left CHP, nationalist conservative İP, and religious conservative SP) is cooperating with the HDP in a platform to ensure a fair and accurate count of votes. That the more nationalist parts of the opposition list and the Kurdish autonomy leftist people are able to work together on this is itself a good sign. There are no guarantees that the platform can prevent decisive fraud, but at least it will make fraud more difficult and shows there is unity in a very diverse opposition against the AKP-Erdoğan abuse of power.

Iraq Surprise?

I’ve seen a report that Turkish army units in the Kurdistan Regional Government of Northern Iraq, which have been stationed in a mountainous border part of the region for some years by ‘invitation’ (or possibly in reality extreme pressure), are moving closer to the PKK (Kurdish separatist and extreme left terrorists of Turkey) base in Kandil. Kandil is in the mountains and provides obvious difficulties for an army aiming to destroy the PKK. It is inherently difficult to observe, fire on, occupy, and completely control a mountainous region. It is a certainty that the PKK has contingency plans to move its base through the mountain, dispersing it if necessary.

I cannot predict if the Turkish Armed Forces will attack the Kandil base soon, or if it can succeed in a mixture of eradication and control. The PKK is a dangerous terrorist organisation and should be eliminated, but whether it can be eliminated in practice, without lessening the reasons some Turkish Kurds want to fight for it (very misguided people in my view) is another matter.

What I can say at the moment is I won’t be surprised if there is an offensive against Kandil before the election on June 24th, particularly if polling shifts against Erdoğan and his electoral list, or if the Turkish lira resumes its decline against foreign currencies. The consequences, militarily and political, are not matters I can think through at present.

Latest thoughts on Brexit: Its Decay, Italy (and Ireland), Cars, and Giving up British Citizenship

The slow decay of Brexit: a Rule-Taking Country

I don’t mean that the UK will stay in the EU. I fully expect it to formally depart next year. If the poor performance of the UK economy compared with the Eurozone continues, I also expect the UK to rejoin in a few decades, when the growth divergence is not just in figures, but felt in everyday life, such as when people find it too expensive to travel in Europe or buy goods from Europe; if they do travel they notice that everything seems expensive and there are more nice things abroad than at home, while European tourists will seem to have huge amounts of money to throw around.

It might or might not work out like that, but the point here is that the UK, behind headlines about soft versus hard Brexit, is moving towards an ‘alignment’ with the single market and the customs union: not formal membership but keeping nearly all the rules. The short term losses in trade from leaving both the single market and the customs union, along with the Republic of Ireland/Northern Ireland border question, have combined to make de facto membership of the single market and the customs union inevitable. Hardening the border at all between the two parts of the island of Ireland is economically disruptive and very threatening to a Northern Ireland peace settlement, in which the Irish nationalist-republican side in NI can live with being part of the UK as long as the North and the Republic are unified via the EU and associated commercial agreements.

This is what I get from following Eurosceptic sources when they get round to proper conversation and analysis, rather than fighting the remain-leave battle. Brexit outbursts of premature triumphalism over Italy, or demands to abolish the upper House of Parliament because the Lords uses its constitutional rights to pass amendments they don’t agree with back to the Commons for the final decision, are a distraction from the collapse of full Brexit.

The idea of a ‘no deal’ walk-away from the EU has been abandoned and inevitably the UK will accept single market/customs union rules while the government makes a show of leaving everything. Because the UK very probably will not be a formal member of the single market (though there is a possibility of joining the EEA which would mean formally staying in the single market), it will be able to reduce migration from the EU (not a great thing to my mind), which will bring joy to a large part of the population (particularly the Brexit-voting part). No doubt the reality of moving to what Jacob Rees-Mogg (a well known, hard-Brexit Conservative MP) calls ‘vassal state’ status will be covered over with that issue, but the reality is the UK will accept rules for customs and economic regulation made by the EU indefinitely.

‘Indefinitely’ means ‘permanent’ though this is being covered up by talk of ‘transitional periods’. Alternatives to this have collapsed with the failure of ‘no deal’. The New Hard Brexit is to accept aligned rules on goods, but not on services, with the UK’s exceptional role in financial services in mind. However, there is no indication that the EU will give this kind of deal, despite the Brexiteer posturing about the UK being too powerful to push around, which has clearly been shown as empty by negotiations so far.

Over-excited Brexiteers getting Italy wrong (and Ireland)

So a new government formed without anti-Euro currency finance minister. 5 Star and the League (the coalition partners) are not impeaching President Sergio Mattarella. The idea they would is a bit of a joke anyway, as it would require the agreement of the Supreme Court and a vote of both chambers of the Italian parliament to achieve an impeachment. The issue behind the non-impeachment was that Mattarella had vetoed an anti-Euro candidate for finance minister: Paolo Savona (who now has another post in the government).

Some relevant facts here. 1. Italian presidents have the constitutional right to veto ministerial nominations and have frequently done so before 2. Recent Italian opinion polls show support for the Euro at over 60% 3. Neither coalition party ran on an anti-Euro manifesto.

Claims that Mattarella is some pathetic weak instrument of the European institutions who ordered him to keep Savona out are themselves absurd. 1. There is a shared preference of Mattarella, the Italian public, and European institutions for staying in the Euro 2. Mattarella is from a political family in Sicily, which went anti-mafia and Sergio Materall’s brother, Piersanti, who was head of the regional government, was assassinated by the mafia as a result. I think we can say Sergio is a character of substance to stay in politics after that.

Regarding constitutions and democracy, constitutions establish limits on the power of temporary majorities through rules and institutions designed to embed basic rules about rights and the use of power. This is why democracy of a kind worth having is referred to as ‘constitutional liberal democracy’. You cannot both be in favour of constitutional democracy and complain when constitutional constraints express themselves in the action that Mattarella took, which is well within his formal powers and previous precedent.

Many of the triumphalist Brexiteers in the UK, who were shouting about Mattarella as an enemy of democracy who was about to be punished, are admirers of the US ‘constitutional conservatism’ which, on the face of it, advocates very strict restraints on the actions of elected bodies according to the supposed original meaning of the constitution. You can’t have it both ways. And even if you think democracy means the unrestrained right of a majority, there is no majority support for leaving the Euro in Italy and no manifesto mandate for the coalition to leave the Euro.

You could argue that Mattarella made a mistake about perceptions and had been outplayed, that had some plausibility for a few days but does not look so correct now. Mattarella has got what he wanted and will not be impeached. It’s true that the League has strongly increased its support since the election in opinion polls, but that mostly precedes the ministerial crisis. Brexiteers are still clinging to an attempted triumphalism over Italy. The Italians are standing up to Brussels, which supposedly is a lesson to Britain to be tougher in Brexit negotiations. Well it is a bit soon to say whether the Coalition in Italy represents Eurosceptic triumph and hard to see what this has to do with Brexit negotiations.

What loud mouthed Brexiteers in the UK say about Italy is in some ways not very important, but what is important is the presumption to know more than they do and circulate false assumptions about European politics in the UK, which in turn distorts our debates and assumptions, and which can then pop up amongst Proper centre-right journalists and commentators Who Should Know Better.

Something similar has emerged with Brexiteer attitudes towards Ireland’s attempts to keep an open border with Northern Ireland. Manipulated by the EU institutions with naive and incompetent leaders (rather reminiscent of old prejudices about the Irish being stupid) has been standard opinion, and then there was the claim by a senior Conservative politician, Iain Duncan-Smith, that the Irish position is to do with a forthcoming presidential election. 1. The Irish president has no political powers whatsoever 2. There may not be an election, since no one has announced a wish to run against the incumbent so far and it may suit the major parties in Ireland to leave it like that. Funnily enough all those stupid naive Irish leaders manipulated by the EU have given Ireland much greater economic growth than the UK. What an economic miracle there would be in Ireland if they were as clever as Brexiteers!

It’s difficult to stop Brexiteers from 1. using simplistic rhetoric about majorities and Will of the People to suit their immediate anti-EU goals without concern for consistency and the values of liberal democracy 2. Living in an imagined world where European politicians they disagree with are stupid and/or slaves of the European Commission, conspiring against democracy. These views should be challenged and left with the true believers, away from informed debate.

Brexiteers and German car companies

UK enthusiasts for leaving the EU have a strange obsession with German car makers. They export so many cars to the UK, they will MAKE the German government which will MAKE the European Commission give us the exit deal we want. This has been going on from all kinds of people ever since the Leave Referendum (maybe during the campaign as well, but I missed that). It is an expectation that has obviously been falsified by the course of negotiations in which the EU has got 10s of billions of Euros from the UK to even start negotiations (though the UK tries to pretend otherwise) and has refused the kind of market access the Brexiteer enthusiasts assumed they would get automatically thanks to Volkswagen, BMW, and Mercedes (!).

Even today, listening to the Telegraph Brexit podcast, I heard Christopher Hope (the highly affable and mostly reasonable chair) keep on about how German carmakers were going to make Brussels gives the UK what it wants. The guests, pro-Brexit people from the Telegraph, were clearly bemused as they had been explaining how the UK was going to remain ‘aligned’ with the single market. Clearly if the UK is already de facto accepting the ‘indefinite’ (i.e. permanent) application of single market rules, German car makers have no incentive to MAKE Merkel give the UK another deal preferable to hardcore Brexiteers.

Of course the saddest expression of this muddled thinking came from Boris Johnson (the notoriously attention seeking and inconsistent foreign minister) when he claimed Italian prosecco wine manufacturers would make Rome/Brussels give the UK a Brexiteer-friendly trade deal. It turns out demand for prosecco in Italy is greater than supply and the makers can easily live with reduced demand in the UK.

The German car industry is of course much larger and not dependent on the supply of a particular kind of grape. Still, just one seventh of German cars are sold in the UK. Now obviously it would be very bad news to lose one seventh of the market, but there are no circumstances in which German manufacturers would sell no cars in the UK, the drop would never be as great as one seventh. Sales of German cars are already declining in the UK and given weak UK economic performance compared with Germany, the decline is likely to continue. Anyway, it should now just be really bloody obvious that German car manufacturers have not united to force Berlin/Brussels to accept a hardcore Brexit agenda! There is clearly a very big stream of reality distorting national self-obsession amongst Brexiteers who believe this kind of thing. Well it has now been shown to be thoroughly incorrect, let go now!

Brexit Bureaucracy and Renouncing UK Citizenship

UK nationals living outside the UK in the EU are applying for citizenship abroad to retain rights they lose after Brexit. Some of these countries forbid dual citizenship so UK citizens are renouncing UK citizenship. The Home Office takes the opportunity to raise fees for renouncing citizenship, though evidently its revenue is already increasing because of charges for renouncing citizenship. Didn’t Brexiteers tell us Brexit would reduce state bureaucracy?