Complex Reality

I’ve been watching both the Chamberlin Brigade and War Brigade go at it for the last few weeks, and shaking my head. We are well past the point where adult discussion is needed, but we also appear in no danger of such taking place anytime soon. Instead, there is a whole bunch of reeeeing within the Beltway involving Presidential politics while the American public outside the Beltway is just looking at those inside the beltway like the purple-clothed guy in the meme.

The Chamberlin Brigade is breathlessly touting peace-at-any-price because oh my stars we might have WWIII and it might go nuclear. No shit! Really? That was a possibility from the start, and Vladimir has played it to the hilt because that threat has worked for him on many levels and with far too many leaders. Let’s just say that when one world leader tells another he’s scared to death of nuclear war and will do anything to avoid it, it gives the other a tremendous amount of leverage. Especially when the one with the leverage knows that the other leader is a demented meat puppet who’s Regency is incompetent and more focused on day-to-day venality.

It also doesn’t help that quite a bit of the world remembers the guarantees made when Ukraine gave up the nuclear weapons on its soil. Those watching now know exactly what those guarantees were worth, and the quicksand on which current promises are made. Especially when one looks at the divisions within NATO. Particularly the division between those newer members who have been serious about their commitments and readiness, and those older states who have chosen to ignore those commitments and count on the United States to fund (directly and indirectly) their social programs and provide true defense for them. Particularly one member who rather cheerfully bet their whole future, energy and otherwise, on partnerships and other agreements with a known unfriendly power — and who’s companies continue to defy sanctions to provide that unfriendly power with tech and more. In regard that member, this is an interesting read. Of course, they are not alone on that and it is amazing the number of companies around the world cheerfully joining in on that short-sighted effort, including (apparently) some in the U.S.

The Chamberlin Brigade lives in the fantasy that since the U.S. is the major provider for the Ukraine, that it can impose an immediate cease-fire and settlement. That they can force Ukraine to cede territory, stop the fighting, and all will be well. Peace, light, joy, all joining together to sing Kumbaya, and cute fuzzy predators and prey frolicking peacefully together in the fields. This, of course, demands ignoring things starting with 2014 and going backwards. It also demands ignoring most world history of the last 300 or so years, especially the politics of the region.

The fact is, that even before Russkiy Mir, the Baltics, Poland, and others were inclined to look at Russian promises askance, if not flat out disbelief. They know very well what Russian promises of peace, of friendship, and other such things are worth. As it is, they have paid far more attention to the efforts to create the new Russian Empire than the over-educated idiots in DC who are far more focused on internal politics and empire building than in external affairs or even rudimentary competence. The memories of what it means to be a neighbor and then vassal of Russia linger, and the centuries do not dim them. Most have experiences far more recent, and if you want but one example ask an Estonian about the Soviet bombing of Tallinnn during WWII, and the interesting targeting of same. These are people who know in the marrow of their bones what any Russian peace or non-aggression pact or promise is worth.

They are also well aware of current Russian efforts to destabilize their countries. If you think Moldova is the only country where such efforts are underway, again I have a bridge for sale cheap. It even extends beyond the former client states, as seen here. All of the former Soviet-occupied countries are aware of such fifth columns, just as they are all aware of Russian intelligence and sabotage efforts, such as what was just broken up in Poland. This is all a rich tradition that goes back decades, and is far more extensive than many realize. Just look at Soviet involvement with the environmental movement, Greens, Green Party, etc. If it would destabilize the West and undermine the concepts of the Enlightenment, they were and are all-in.

The War Brigade is just as willfully short-sighted in their efforts. They see an “easy” proxy war fought under many of the same rules as Vietnam et al, not accepting that the world has changed a bit since then. Heck, or even since the proxy wars in Central and South America, some of which technically are still going. A good proxy war could last a long, long time and offer all sorts of opportunities for graft, money laundering, and other delights. That assumes that everyone is willing to play by the old rules, and Xi and others haven’t shown a particular desire to do so. Yep, bringing up Winnie the Xi as this is NOT just a regional conflict.

It is already WWIII on many levels, as the players extend far beyond just Russia and Ukraine. It extends well beyond the Baltics, Eastern Europe, and Scandinavia. It includes North Korea, China, Iran, and even a few others. Both the Chamberlin Brigade and the War Brigade are ignoring that reality for all they are worth. Just as they are humming and drumming their feet over the reality on the ground in the region. They are ignoring the fact that the Ukrainian people, not just their leadership, are pissed off and fighting the invasion. They are ignoring that the Baltics and others would rather slag their own countries than return to being any part of the new greater Russian empire. They are ignoring that the last time this was tried we went from less than a million dead to tens of millions dead in less than a generation. They ignore that peace-at-any-price has never worked at any time in history.

What is the answer? I don’t know. The worst long-term outcome is for the Chamberlin Brigade to win, as it guarantees a much worse bloodbath not too far in the future that is likely to include non-limited use of nuclear or other special weapons. The worst short-term outcome is likely to be if the War Brigade gets its way, as things may escalate in ways not anticipated. My take remains that if Vladimir can’t take Ukraine, he will make sure no one gets it via using the destruction of the nuclear plants to render it, and even parts of the Baltics, a wasteland. That it might do so to parts of Western Russia is just the cost of doing business.

Factor in that the U.S. can’t afford to keep sending billions of dollars and tons of weapons to the conflict. Our economy and banking system are a tottering house of cards. We have already sent critical stocks of multiple weapons/systems that will take us years to replace. If we got into a shooting war with a major power (cough, China, cough), we are like NATO in that we will be doing good to have three days of critical supplies. We are well below critical levels in a number of areas, and that fact has indeed been noted by our enemies. While there are some token efforts to boost production, at current levels it will take not years, but decades, to replenish peace-time stocks. Here’s a clue for free: peacetime levels are always massively below wartime needs. In peace, the beancounters rule and why maintain massive stocks when DIE and other nice-to-dos need funding? War requires massive amounts of stocks, unless you are willing to expend troops in place of munitions. Might want to ask the Russians how that’s working out for them. The War Brigade might also want to look at our falling recruitment and retention numbers, and may also want to look at the percentages of same going back a decade or so that involve actual combat troops and leaders.

My personal take remains that I hope Ukraine kicks Vladimir’s ass and gets back ALL their territory. Russkiy Mir needs to be stopped, not encouraged. I also still feel that this is not a fight that needs even one drop of blood from our troops. Our ability to continue to provide funds and war stocks to the Ukraine is already well beyond unsustainable. We can’t fight a one front war under current circumstances, much less a two-front war as called for. What is done and how do we do it? I don’t have an answer. Of those I’ve seen who say they do, reality doesn’t seem to be a factor in those plans.

There is more I wanted to get into today, such as demographics, the role of prison culture in Russian life and high-level politics, the Enlightenment and why Russia hates the British, and other factors, but the above is where my Muse led me. Tomorrow is not likely a day when I get to delve into any of those areas as it is a medical day. Joy.

In this, as in all of life, there are no easy answers. Beware anyone who tells you there are such. The best I can offer for now is to be prepared, be patient, keep your things where you can find them in the dark.

NOTE: If you need anything else to disturb your sleep, read this.

SVB And Other Thoughts

Since I’m still dragging, this may not be to my normal level of in the weeds, but we need to cover the current financial issues that start with SVB. Well, it really starts with the Federal Government and certain former members of same including Barney Frank, working hard to avoid or even roll-back provisions of Dodd-Frank. Yep, same person who helped regulate the banks worked against that same regulation while on the board of a bank that just got shut down. More on that in a bit.

First, let’s review some of the information out there. Start with this piece by Francis Turner guest posting at Sarah’s. Good overview, good links, and as always with something by Francis some good food for thought. One thing to add: anything by Francis is worth reading, as even if you end up disagreeing with his conclusion(s), you get a lot of food for thought and additional points for consideration.

When it comes to SVB, Signature Bank, and others, keep an eye on Hot Air, Instapundit, and on Twitter I’m finding Frog News/Frog Capital to be an interesting and occasionally contrarian take on things. Pretty much have to agree with David Strom that this was truly the dumbest take on SVB out there. Recommend reading the posts by Beege Welborn in chronological order. This post by the inimitable Stephen Green, and all the links in it, are well worth the read.

My short take is: against every rule, law, and promise, the Federal Government has stepped in to make everyone right in regards SVB, including Democrat megadonors, the Brit Twits, and others including the Chinese economy which was seriously impacted by SVB; the Signature Bank action is interesting since the trigger(s) for such actions did not appear to be reached and even Barney Frank himself noted that it might be related to the creation of a Federal Cryptocurrency; and, we are not done yet.

Is the U.S. banking system and economy in trouble: yes. Are there going to be a massive number of bank failures? Not at this time. Personally, I would be unsurprised if a few more U.S. banks did not go under. Where I expect to see more impacts are overseas, particularly if opposition prevents making fully right the Chinese investors and companies. The Brits seem to have acted to prevent serious issues there, for all that my thoughts about HSBC and their activities are not printable. Am I concerned about what is going on and could happen? Hell YES! All the more so since Jim Cramer has come out saying everything is going to be okay. If I had made investments by going against his recommendations, I’d be richer than Elon Musk right now.

I’m broke, so any investments I make are likely to be in canned goods and ammunition (joke for the humor impaired). If you do have an investment advisor, might not be a bad idea to talk with them about options for dealing with bad economic times. In other words, be prepared, be patient, and be careful.

Also, if you are working with or invested in ANY institution that is heavily into DIE, a la SVB and others, allow me to echo Kruge from Star Trek III: Get out! Get out of there! Get out! There is not a single institution involved or in trouble, including the Federal Government, that was not far more into DIE than into their fiduciary and regulatory responsibilities. Incestuously so in many cases. Seriously, look at where you have your money and if they are heavily into DIE, some thinking may be in order. This is not financial advice nor do I offer such. It is, however, a suggestion to think, get advice, and act in YOUR best interest at every level of your life.

Keep your eyes open, the important things where you can find them in the dark, and be prepared. Economically or otherwise, things are likely to get wild.

Update: BINGO!

Update II: Things are interesting and going to remain so. First Republic is in trouble, but also note the non-U.S. banks getting heat. Expect to see that accelerate.

Soon, I Hope

We’re about three weeks in, and I apparently still have the bug. I am not amused. Low level, but more than annoying.

Woke up very late this morning, after sleeping ten-plus hours, exhausted. What I remember of my dreams might explain a bit of the exhaustion. They were vidid, intense, and alternated food (and food peril) with kill-or-be-killed. To let something burn despite other things going on could have terrible repercussions for myself and others (hostages?). Never mind the attacks and other hostile actions by the enemy.

Two things I would like to have from the dreams are the baby eggplant stuffed with minced (not ground) meat (lamb?) that was amazingly spiced (raisins, saffron?), and the suppressor used on one or more pistols. I also wouldn’t mind having the range-of-motion, coordination, and general athleticism from the clearly much younger body I had in the dreams. Youth truly is often wasted on our younger selves…

Woke up so late that I decided to splurge, so had breakfast at the good local Mexican restaurant. Coffee was okay, and the Huevos Rancheros were very tasty. Not keto, but really craved some comfort food this morning.

If things don’t improve, will head back to the doctor later this week. For any who missed the update yesterday, the medical billing company that has billed me for a bill already paid in full by insurance did respond to my contact. They demanded information already on file along with scans of items (including my insurance card) before any question would be answered. This seemed rather phishy to me, so declined to cooperate and contacted the state Attorney General’s office and asked them to check to see if this was legitimate or not. Given the amount of scams out there, particularly when it comes to medical debt and related…

Really do hope to get back to some serious posting here soon. Hopefully one day soon the bug will be gone and my joints won’t be on fire. Until then, be prepared and be careful out there!

I’m Back. Sorta

After ten days of antibiotics for the infection that popped up, I’m back up to about 80 percent I’d say. The disturbing thing is that elements of the bug that apparently started things are still hanging on. Not sure what is more annoying, that or the fact that some of the docs from the ER decided to bill me rather my insurance company (something else I need to take care of today). You may be hearing more about this soon.

Right now, two major things to cover this week: the bank failures and the broader picture of where things stand in regards Russia, Ukraine, and the Baltic states. Before we get started, if you are one of my California readers, I hope you were/are prepared and that you and yours are okay! Between all the weather hits (snowcap record!) and the governor’s abject failure to respond to the various crises, know it is rough.

The failure of the Silicon Valley Bank is the story of the day, and the demented meat puppet should be reading what the Regency has planned even as I type this. I plan to get more into the weeds on this later, but I’m inclined to bet that more than Signature Bank and First Republic run into trouble. This is going to not only hit here, but has international implications. Aside from the British tech sector, Chinese start-ups were apparently heavily using the bank to obtain access to American and other investment. Chinese finances are reported to be far more precarious than presented by Xi and others, and it could end up bringing down what one sources has called a house-of-cards. This could get ugly quick, and has a real potential to reach fugly fast.

Hope to get something more detailed up later, but for now need to go inquire why the medical practice wants to bill me rather than the insurance company for which they have the information. Until then, keep an eye on Hot Air, Instapundit, and Twitter for good information fast.

More soon.

Update I: Ended up opting for online/e-mail communications, and hope to get a timely response to the following message: “I’m wanting to be sure that you have indeed filed with my insurance company.  Some quick questions I, and my readers may, have follow.  Is it your standard practice to demand payment before hearing back from the insurance company?  Have you heard back and the claim was denied?  If so, why was it denied and are you appealing said denial?  Is there some other issue with the insurance that you have not yet shared with me?  I look forward to your timely response.”

Update II: Trading on many (all?) bank stocks halted by NASDAQ and NYSE (is the ASE still even a thing?). HSBC bought the London branch of SVB for one pound. HSBC is not a favorite of mine. Brits may end up riding this out fairly well though as number of moves being made, will see.

Also, just checked with the insurance company and they paid the medical bill in question in full. And may have done so before I was sent the bill demanding I pay. Let’s see what they have to say…

Update III: Got an e-mail from the medical billing people a short time ago. Before they can even think about answering my questions, I need to provide them information and document scans in regards my insurance and other information they already have on file. No scans, no answers. That seemed a bit phishy to me, so I’ve requested the state AG’s office check things out to verify if this is legit or not.

We Were Just Outside Barstow

When the antibiotics began to kick in. Wow. What a rush.

Funny, despite getting really into Hunter S. Thompson in high school, never did get into recreational pharmaceuticals. My experience with such is blessedly limited, and I’m good with that. As it is, starting the antibiotics yesterday already has me feeling a small bit better, and a huge bit tired. I normally wake up by about 0500, and today slept in until almost 0800. Breakfast wasn’t until well after 0900.

Are there things I need to do today? Yep. Are they going to get done? Magic 8 Ball says not likely. Mostly see a day of rest ahead as I taper off the Ranger candy as the antibiotics take over. Thanks to the antibiotic ointment started last week, my eyes no longer look like FX from a vampire movie.

There’s a lot of weird stuff going on in the world right now, hope to get back to analyzing some of it here soon. All I can say is stay alert, be prepared, and hope for the best.

More soon.

Your Patience Is Appreciated

Sadly, I am still under the weather but things should get better soon. The last few days made it seem like things were looking to get better, but not really. Last night, it got where my throat was so raw again I had trouble swallowing. So, went to the “clinic” my GP started, which really isn’t a clinic but a way to work cases like mine into an already busy day.

To cut to the chase, no matter what the situation was last week, this week my throat is clearly raw, inflamed, and infected. So, antibiotics are now in hand, first dose taken, and I am starting to wind down my taking acetaminophen like ranger candy. My doc laughed at the latter, and wisely didn’t ask how much I was taking, just that I should now back off on it. Really glad he didn’t ask…

More soon I hope, and thank you for your patience with the lack of posting.