The Allied high command’s dominating thought was to make sure of success

October 28th, 2023

How Hitler Could Have Won World War II by Bevin AlexanderMarshal Kesselring had the most insightful comment, Bevin Alexander explains (in How Hitler Could Have Won World War II), on Allied leadership in Italy:

The Allied high command’s dominating thought was to make sure of success, a thought that led it to use orthodox methods and material. As a result it was almost always possible for me, despite inadequate means of reconnaissance and scanty reports, to foresee the next strategic or tactical move of my opponent.

The longstanding U.S. base is a radar facility

October 27th, 2023

Two months before Hamas attacked Israel, the Pentagon awarded a multimillion-dollar contract to build U.S. troop facilities for a secret base it maintains deep within Israel’s Negev desert, just 20 miles from Gaza:

Codenamed “Site 512,” the longstanding U.S. base is a radar facility that monitors the skies for missile attacks on Israel.

On October 7, however, when thousands of Hamas rockets were launched, Site 512 saw nothing — because it is focused on Iran, more than 700 miles away.

[…]

The $35.8 million U.S. troop facility, not publicly announced or previously reported, was obliquely referenced in an August 2 contract announcement by the Pentagon.

[…]

“Sometimes something is treated as an official secret not in the hope that an adversary would never find out about it but rather [because] the U.S. government, for diplomatic or political reasons, does not want to officially acknowledge it,” Paul Pillar, a former chief analyst at the CIA’s counterterrorism center who said he had no specific knowledge of the base, told The Intercept. “In this case, perhaps the base will be used to support operations elsewhere in the Middle East in which any acknowledgment that they were staged from Israel, or involved any cooperation with Israel, would be inconvenient and likely to elicit more negative reactions than the operations otherwise would elicit.”

Since I recently read The Puzzle Palace, I can’t help but notice that this sounds like a SIGINT collection facility.

As long as something else is taking off when another technology peaks, that’s tolerable

October 27th, 2023

Productivity growth is some combination of literal technology and social technology, Byrne Hobart says:

The former is pretty easy to understand: physical technologies from wheels and pulleys to RFID and EUV allow us to get more results from a given amount of effort. Social technologies cover a wide range of other behaviors that can affect economic outcomes, from high-level ones like trustworthiness and punctuality to more granular ideas like accrual accounting, performance-based compensation, post-mortem memos, and the like.[1] Other elements include general attitudes: at the level of companies and countries, having people in charge who think that the institution they’re responsible for will last a long time, but could fail if they make a mistake, will tend to produce better results than the vague hope of retiring before things go off the rails. The concept of productivity growth itself is an instance of productivity growth: just by having a new mental model, you can slice up your statistics on economic growth to figure out how much of it to attribute to the gradual accumulation of buildings, equipment, roads, ships, etc., to general population growth, and to the sometimes-mysterious extra factor that makes the sum of these equal more than their parts.

[…]

In the very long run, employment rates have been surprisingly stable everywhere we’re able to measure them—it’s surprising and counterintuitive that over the last two centuries of extreme technological, institutional, and cultural change, roughly 90-95% of people who want a job can find one most of the time. In many countries automation has increased formal employment when the alternatives were either agricultural work, working in the informal sector, or rent-seeking. And in a sense that’s even true of rich countries’ industrialization; the US was much more corrupt historically, and certainly the late 19th century and early 20th centuries had some egregious abuses of government power for private gain, but after a while it started to get obvious to most people that there was simply more money in positive-sum activities than in negative-sum ones—and that tolerating the negative-sum behaviors was a drag on overall growth.

That actually extended to politics, too; the relationship between labor and capital is an easier one to navigate when the question is “how fast do each of us get rich?” rather than “how can I protect my piece of the shrinking pie?”

The story of economic growth is usually a story of overlapping S-curves in adoption, and the first derivative of that S-curve, which measures the new deployment of a technology, tends to peak and decline. As long as something else is taking off when another technology peaks, that’s tolerable; it doesn’t avoid recessions, but a recession also forces people to leave declining sectors and join growing ones instead.

From a monetary perspective, World War I never really ended

October 26th, 2023

From a monetary perspective, World War I never really ended once it began in 1914, Lyn Alden notes:

In prior wars throughout history, wars had to be funded with savings or taxes or very slow debasement of coinage. Physical coinage held by citizens could usually only be debased by their government gradually rather than diluted instantaneously, because a government couldn’t just magically change the properties of the coins that were held by households; it could only debase them over time by taxing purer coins, issuing various decrees to try to pull some of those purer coins in, and spending debased coins back out into the economy (and convincing initial recipients to accept them at the same prior value, despite the lesser precious metal content, which would only work for a time and might not even be noticed at first). However, with the widespread holding of centrally issued banknotes and bank deposits that were redeemable for specific amounts of gold, governments could change the redemptive value with the stroke of a pen or eliminate redemption all together.

This gave governments the power to instantaneously devalue a substantial part of their citizens’ savings, literally overnight, and funnel that purchasing power toward war or other government expenditures whenever they determine that the situation calls for it.

Borrowers are “locked-in” by the golden handcuffs of their cheap mortgages

October 25th, 2023

Construction and sales of new homes have soared, even as sales of existing homes have entered a deep freeze:

Between mid-2022 and earlier this year, existing home sales fell from an annualized rate of almost 7 million sales per month to just 4 million, a record pace of contraction and an overall drop in magnitude only slightly shy of the 2008 financial crisis. There are currently only about 600,000 homes on the market, compared to 1.5 million before the pandemic. Prices remain close to record highs, but given such thin liquidity, are virtually meaningless.

The freeze in transactions is a function of interest rates.

Homeowners borrowed and repriced about $3trn worth of mortgage debt (half of the entire outstanding amount) in 2002-22—either through purchases or refinancings—at emergency-level low interest rates. Today, one third of mortgage debt carries an interest rate below 3%.

Contrast that with the going rate on a 30-year fixed rate mortgage: at the time of writing, above 7%. Since existing homeowners can’t ‘port’ their mortgage to a new home, or sell it to the would-be buyers of their home (except in rare circumstances), moving houses entails losing a cheap mortgage and resetting at a much higher rate. Borrowers are “locked-in” by the golden handcuffs of their cheap mortgages.

This dynamic has always existed in the US housing market, but—given the swing from rock bottom rates to the highest borrowing costs in a generation, and in such a short amount of time—this mortgage lock-in effect has never been so strong.

A mortgage originated at a lower rate than prevailing rates is worth less than par—this is an unrealized loss to the lender and an unrealized gain to the borrower. Unsurprisingly, pandemic-era borrowers are unwilling to lose their collective $700 billion worth of these gains.

[…]

Mortgage lock-in prevents home prices from adjusting to the shock of higher financing costs. This is, in particular, a burden for the ~2 million Americans who are first time home buyers every year. Millennials are the biggest cohort of buyers these days, and in 2022, 70% of them were first time buyers.

The sprawling edifice of American intervention in the mortgage market—from the Federal Housing Administration (FHA), to the government-sponsored enterprises (GSEs) like Fannie Mae, Freddie Mac, and Ginnie Mae, to Federal Home Loan Banks (FHLBs)—are premised on the goal of making home ownership more widely available. But amidst rising rates, mortgage lock-in is an impediment to achieving that goal.

If the stickiness of the asset is a problem for prospective first time buyers, the inflexibility of the liability is a problem for existing owners. Aside from locking owners into their current homes, the rigidity of mortgages in the face of rising interest rates means that an increasing number of borrowers are ‘underwater’ or very close to it—they hold a mortgage that is close to, or exceeds, the value of their equity in their home.

[…]

Mortgage lock-in also has less obvious but more harmful, widespread, and long-lived effects. Not least: it exacerbates declining levels of geographic mobility. Americans are staying in their homes longer. They are evincing a declining willingness to move neighborhoods, cities, or states in order to find work that better matches their skills. By giving Americans a powerful incentive not to move, mortgage lock-in contributes to a handful of modern-day macroeconomic problems, including anemic productivity growth and neo-feudal levels of income inequality.

[…]

Mortgage lock-in doesn’t exist in Denmark because borrowers can buy back their loans at market prices in the secondary market.

[…]

In the US, banks originate mortgages but then sell them onwards to GSEs for bundling into mortgage backed securities. But Danish mortgage finance operates on the ‘balance principle’: bank lending is funded by the issuance of bonds which precisely match the cash flows of the underlying mortgages. Danish banks retain ownership of mortgages, including their credit risk. These remain on their balance sheets within ring-fenced ‘cover pools’.

Securitization of these assets is not via mortgage backed securities but instead via ‘covered bonds’. Cash flows pass directly from borrowers to covered bond investors, with the mortgage bank acting as servicer.

Covered bond investors are highly secured: they have exclusive recourse to the segregated cover pool of assets on the issuing bank’s balance sheet, and (nonexclusive) recourse to the overall assets of the issuer.

Danish mortgage banks are specialized institutions that only issue and distribute mortgages without maturity transformation (a form of narrow banking). They are barred by law from taking deposits.

The balance principle and generally tight regulation ensure a very stable market—since its creation in 1797, the Danish covered bond market has not experienced a single default in a bond series.

The allowance for repurchases below par is facilitated by the fact that Danish mortgage-backed bonds are pure pass-through securities: each specific mortgage can be traced directly to a bond that is traded in the secondary market. This means that when a mortgagor wants to terminate the loan, it is possible to identify the bond it was financed through and buy back an equivalent portion at the prevailing market price.

The emphasis was more on secure communications and tradecraft

October 24th, 2023

Since 2015, the Washington Post reports, the CIA has spent tens of millions of dollars to transform Ukraine’s Soviet-formed intelligence services:

The Post vetted key details with multiple sources including Western officials with access to independent streams of intelligence. The CIA declined to comment.

[…]

“We never involved our international partners in covert operations, especially behind the front lines,” a former senior Ukrainian security official said. SBU and GUR operatives were not accompanied by CIA counterparts. Ukraine avoided using weapons or equipment that could be traced to U.S. sources, and even covert funding streams were segregated.

“We had a lot of restrictions about working with the Ukrainians operationally,” said a former U.S. intelligence official. The emphasis was “more on secure communications and tradecraft,” and pursuing new streams of intelligence inside Russia “rather than ‘here’s how you blow up a mayor.’ I never got the sense that we were that involved in designing their ops.”

[…]

Ukraine’s spies developed their own lines about which operations to discuss and which to keep under wraps. “There were some things that maybe we wouldn’t talk about” with CIA counterparts, said a second Ukraine security official involved in such missions. He said crossing those boundaries would lead to a terse reply from Americans: “We don’t want any part of that.”

[…]

The initial phases of cooperation were tentative, officials said, given concerns on both sides that Ukraine’s services were still heavily penetrated by the FSB — the Russian agency that is the main successor to the KGB. To manage that security risk, the CIA worked with the SBU to create an entirely new directorate, officials said, one that would focus on so-called “active measures” operations against Russia and be insulated from other SBU departments.

The new unit was prosaically dubbed the “Fifth Directorate” to distinguish it from the four long-standing units of the SBU. A sixth directorate has since been added, officials said, to work with Britain’s MI6 spy agency.

Training sites were located outside Kyiv where handpicked recruits were instructed by CIA personnel, officials said. The plan was to form units “capable of operating behind front lines and working as covert groups,” said a Ukrainian official involved in the effort.

The agency provided secure communications gear, eavesdropping equipment that allowed Ukraine to intercept Russian phone calls and emails, and even furnished disguises and separatist uniforms enabling operatives to more easily slip into occupied towns.

The early missions focused on recruiting informants among Russia’s proxy forces as well as cyber and electronic eavesdropping measures, officials said. The SBU also began mounting sabotage operations and missions to capture separatist leaders and Ukrainian collaborators, some of whom were taken to secret detention sites.

But the operations soon took a lethal turn. Over one three-year stretch, at least half a dozen Russian operatives, high-ranking separatist commanders or collaborators were killed in violence that was often attributed to internal score-settling but in reality was the work of the SBU, Ukraine officials said.

[…]

Even while helping to build the SBU’s new directorate, the CIA embarked on a far more ambitious project with Ukraine’s military intelligence service.

With fewer than 5,000 employees, the GUR was a fraction of the size of the SBU and had a narrower focus on espionage and active measures operations against Russia. It also had a younger workforce with fewer holdovers from Soviet times, while the SBU was still perceived as penetrated by Russian intelligence.

“We calculated that GUR was a smaller and more nimble organization where we could have more impact,” said a former U.S. intelligence official who worked in Ukraine. “GUR was our little baby. We gave them all new equipment and training.” GUR officers “were young guys not Soviet-era KGB generals,” the official said, “while the SBU was too big to reform.”

Even recent developments have seemed to validate such concerns. Former SBU director Ivan Bakanov was forced out of the job last year amid criticism that the agency wasn’t moving aggressively enough against internal traitors. The SBU also discovered last year that Russian-made modems were still being used in the agency’s networks, prompting a scramble to unplug them.

From 2015 on, the CIA embarked on such an extensive transformation of the GUR that within several years “we had kind of rebuilt it from scratch,” the former U.S. intelligence official said. One of the main architects of the effort, who served as CIA station chief in Kyiv, now runs the Ukraine Task Force at CIA headquarters.

The GUR began recruiting operatives for its own new active measures department, officials said. At sites in Ukraine and, later, the United States, GUR operatives were trained on skills ranging from clandestine maneuvers behind enemy lines to weapons platforms and explosives. U.S. officials said the training was aimed at helping Ukrainian operatives protect themselves in dangerous Russian-controlled environments rather than inflicting harm on Russian targets.

Some of the GUR’s newest recruits were transfers from the SBU, officials said, drawn to a rival service flush with new authorities and resources. Among them was Vasyl Burba, who had managed SBU Fifth Directorate operations before joining the GUR and serving as agency director from 2016 to 2020. Burba became such a close ally of the CIA — and perceived Moscow target — that when he was forced from his job after President Volodymyr Zelensky’s election the agency provided him an armored vehicle, officials said. Burba declined to comment for this article.
The CIA helped the GUR acquire state-of-the-art surveillance and electronic eavesdropping systems, officials said. They included mobile equipment that could be placed along Russian-controlled lines in eastern Ukraine, but also software tools used to exploit the cellphones of Kremlin officials visiting occupied territory from Moscow. Ukrainian officers operated the systems, officials said, but everything gleaned was shared with the Americans.

Concerned that the GUR’s aging facilities were likely compromised by Russian intelligence, the CIA paid for new headquarters buildings for the GUR’s “spetsnaz” paramilitary division and a separate directorate responsible for electronic espionage.
The new capabilities were transformative, officials said.

“In one day we could intercept 250,000 to 300,000 separate communications” from Russian military and FSB units, said a former senior GUR official. “There was so much information that we couldn’t manage it ourselves.”

Troves of data were relayed through the new CIA-built facility back to Washington, where they were scrutinized by CIA and NSA analysts, officials said.

“We were giving them the ability — through us — to collect on” Russian targets, the former GUR official said. Asked about the magnitude of the CIA investments, the official said: “It was millions of dollars.”

In time, the GUR had also developed networks of sources in Russia’s security apparatus, including the FSB unit responsible for operations in Ukraine. In a measure of U.S.-Ukraine trust, officials said, the CIA was permitted to have direct contact with agents recruited and run by Ukrainian intelligence.

The resulting intelligence windfall was largely hidden from public view, with intermittent exceptions. The SBU began posting incriminating or embarrassing communications intercepts, including one in which Russian commanders were captured discussing their country’s culpability in the 2014 shoot-down of a Malaysian Airlines passenger jet.

Even so, officials said the intelligence obtained through the U.S.-Ukraine cooperation had its limits. The Biden administration’s prescient warnings about Russian President Vladimir Putin’s determination to topple the Kyiv government, for example, were based primarily on separate streams of intelligence Ukraine wasn’t privy to initially.

In some ways, officials said, Ukraine’s own collection efforts fed the skepticism that Zelensky and others had about Putin’s plans because they were eavesdropping on military and FSB units that themselves were not informed until the eve of the war. “They were getting an accurate picture from people who were also in the dark,” one U.S. official said.

A weaker money won out in terms of adoption over a harder money

October 24th, 2023

From papyrus-based bills of exchange to double-entry booking and paper banknotes, Lyn Alden explains, the main purpose of banking was to enable transactions to move more quickly and frequently than the transportation and verification of physical gold would allow:

Banking also allowed for the usage of more extensive credit systems, by allowing a third party (a money changer or a bank) to serve as a trusted intermediary between two non-trusting entities (buyers and sellers, or creditors and debtors).

In other words, banking allowed for transactions (commerce) and settlements (money) to be separated. Transactions for individual goods and services could occur more frequently, existing for a period of time in a state of credit, until they were settled with precious metals in less frequent occurrences and in larger amounts. However, while this process of batching multiple transactions into fewer and larger settlements increased transaction efficiency and reduced the risk of theft, it couldn’t overcome a fundamental constraint: the speed of information.

For thousands of years, transactions and settlements had the same maximum speed limit: the speed of foot, horses, and ships.

[…]

However, with the invention of the telegraph, and then the telephone, the speed of transactions increased to nearly the speed of light. The first working telegraph was invented in the 1830s. Engineers then spent much of the 1840s and 1850s figuring out how to run cables over long distances, including under large bodies of water, during which time they were able to connect the various financial centers of Europe together, including London and Paris. After some failed attempts, the first long-lasting transatlantic telegraph cables were put in place in the 1860s, and the global banking system quickly became more interconnected in the decades that followed.

[…]

All around the world, people and institutions increasingly relied on interconnected bank accounts rather than coinage. And with currency units abstracted from the underlying metal, it turned currency units into an inherently political topic between creditor groups and debtor groups.

[…]

The more and more efficient the global banking system became at netting and clearing imbalances, the less and less it needed metal as a proportion of transactional volumes and saving volumes during the normal course of operation. And consumers happily went along with it as well, due to the greater ease that it provided them with. And yet this increasing efficiency is precisely what allowed it to become so unbacked and unstable at its foundation. The disinclination of most people to want to withdraw and secure the cumbersome physical metals allowed for the extreme proliferation of gold claims relative to the amount of actual gold.

By the early 20th century, thanks to this extreme degree of monetary abstraction and the associated ease of claim creation for World War I approximately four decades after Jevons’ book, the global gold standard collapsed and never recovered. In the decades after that, governments eventually dropped gold and silver backing from their financial systems entirely, and that’s how we eventually got to this world of 160 different inflationary fiat currencies — each with a local monopoly in their respective jurisdiction.

[…]

This is the only time in history where, on a global scale, a weaker money won out in terms of adoption over a harder money. And it occurred because telecommunication systems introduced speed as a new variable into the competition.

The Marines at their guard posts had been prohibited from having a round in the chamber

October 23rd, 2023

Shortly past daybreak on the morning of Oct. 23, 1983, Jack Carr reminds us, a Mercedes truck tore through the concertina wire that surrounded the U.S. Marine barracks in Beirut, Lebanon:

The truck was loaded with PETN explosive wrapped in compressed gas canisters.

Inside the four-story Battalion Landing Team headquarters and barracks — colorfully known as the “Beirut Hilton” — some 350 American troops still slumbered. It was Sunday — a day of rest.

American troops were in Lebanon to help stabilize a nation torn apart by eight years of civil war that had killed tens of thousands and devastated the once-beautiful capital of Beirut, formerly hailed as the “Paris of the Middle East.”

The driver accelerated, covering the 450 feet that separated the concertina wire from the barracks in 10 seconds.

The Marines he passed at their guard posts had been prohibited from having a round in the chamber of their rifles.

The truck crashed through the sandbags stacked in front of the barracks and came to a stop 13 feet inside the lobby.

The subsequent explosion — immortalized on a clock in the building’s basement at 6:21.26 a.m. — proved to be the largest nonnuclear explosion on record, one that equaled as much as 20,000 pounds of TNT.

The blast claimed the lives of 220 Marines, 18 sailors, and three soldiers.

Another 112 were wounded.

Not since the invasion of Iwo Jima in February 1945 had the Marines lost so many men in a single day. A near-simultaneous bombing a few miles north killed 58 French paratroopers.

What followed is one of the greatest rescue stories in modern history.

[…]

American intelligence immediately zeroed in on the attackers, who were Iranian-backed Shiite terrorists, part of a new group that we know today as Hezbollah.

White House infighting blocked a proposed American retaliation, but French and Israeli planes attacked terrorist training camps in the Bekaa Valley.

[…]

In the immediate aftermath, Marine Corps Commandant General Paul Kelley testified before Congress. During a moment of frustration, as he grappled with myopic lawmakers, the general asked whether it would take a suicide bomber crashing an airplane for America to wake up to the reality of this new war.

He seldom finishes anything

October 23rd, 2023

Elon Musk by Walter IsaacsonElon Musk was a good student, Walter Isaacson’s notes (in his biography of Elon), but not a superstar:

When he was nine and ten, he got A’s in English and Math. “He is quick to grasp new mathematical concepts,” his teacher noted. But there was a constant refrain in the report card comments: “He works extremely slowly, either because he dreams or is doing what he should not.” “He seldom finishes anything. Next year he must concentrate on his work and not daydream during class.” “His compositions show a lively imagination, but he doesn’t always finish in time.” His average grade before he got to high school was 83 out of 100.

After he was bullied and beaten in his public high school, his father moved him to a private academy, Pretoria Boys High School. Based on the English model, it featured strict rules, caning, compulsory chapel, and uniforms. There he got excellent grades in all but two subjects: Afrikaans (he got a 61 out of 100 his final year) and religious instruction (“ not extending himself,” the teacher noted). “I wasn’t really going to put a lot of effort into things I thought were meaningless,” he says. “I would rather be reading or playing video games.” He got an A in the physics part of his senior certificate exams, but somewhat surprisingly, only a B in the math part.

Lessons from the Battle of Manila

October 22nd, 2023

With approximately 800,000 residents, Manila was one of the largest population centers encountered by American forces in any theater in World War 2:

IJA General Tomoyuki Yamashita, who commanded all Japanese troops on Luzon, did not want to defend Manila for two reasons. First, he saw its mainly flammable wooden buildings as a death trap for his troops. Second, the large civilian population would require feeding and care, something his logistically starved troops could not do. However, the IJN commander, Admiral Sanji Iwabuchi, saw himself under no obligation to listen to orders given by his rivals in the IJA, and in hopes of regaining his honor, elected to stay with his forces and fight to the death while Yamashita and the majority of the Japanese retired from the city.

The defenders’ goals were to inflict maximum casualties on the US forces, delay the use of the port of Manila by the US Navy, and make the city unusable for military, civilian, or political purposes.

[…]

The Japanese, despite their extensive preparation of the battlefield, were almost doomed to fail as soon as the Americans had encircled the city. Once isolated, as seen in other urban fights, the defenders lost the ability to resupply, and were consigned to either starving or being rooted out one by one by the advancing Americans. With a force of nearly twenty thousand men, the Japanese should have been able to mount a counterattack and break out from the encirclement of only thirty-five thousand Americans in three divisions, but the lack of coordinated Japanese counterattacks and overall static defensive strategy allowed the Americans to effectively trap the defenders and clear the city.

[…]

Within Manila, the power plant, water treatment plant, port, Novaliches Dam, and San Juan Reservoir were seen by both as critical centers of gravity. Accordingly, the Japanese planned to destroy these as part of their scorched-earth campaign, while American forces sought to secure them intact.

[…]

The IJN plan to spoil the American victory and to further ensure the destruction of Manila as a functioning city was to include not only destroying critical infrastructure but also the deliberate murder of thousands of civilians. In scenes reminiscent of Nanking, thousands of innocent men, women, and children were shot, stabbed, beheaded, skinned alive, raped, and mutilated by Japanese forces in what became known as the Manila Massacre. Thousands more were driven from their homes and left without food, shelter, and access to medical care. Response to these mass atrocities committed within Manila became an additional mission of US Army forces across Luzon. US troops were tasked with caring for displaced persons. The care of civilians displaced from the battlefield became a major concurrent mission during and after the battle.

Urban battles do not occur in sterile environments. Within Manila, more than one hundred thousand civilians were killed either deliberately by the Japanese or caught in the crossfire. Current US forces need to be prepared to address the presence of civilians on the battlefield.

[…]

The high variability of Manila’s physical terrain that American forces encountered provides further lessons for modern observers. The city was composed of everything from small, wooden houses to massive, earthquake-resistant government buildings, such as the Manila Post Office that withstood days of direct artillery and tank fire. An entire squadron of the 1st Cavalry Division was forced to clear the Rizal baseball stadium that was being used as a Japanese ammunition dump, eventually driving tanks across the field to engage defenders fortified within the dugouts. The thick, Spanish-era forts and walls of the Intramuros further provided a unique challenge to the Americans, who had to contend with assaulting structures and reducing barricades that had been made to withstand sixteenth-century siege warfare.

Today, cities throughout Asia are also full of a diverse blend of architecture dating from dozens of distinct time periods. In Bangkok during the 2010 riots, the Thai military used armored personnel carriers and thousands of troops to clear a shopping mall full of protestors, resulting in massive fires throughout the area. In the Battle of Hue in 1968, North Vietnamese forces used the ancient Hue Citadel as a fortress, stymying American and South Vietnamese forces. More recently in Ukraine, the Ukrainian defenders of Mariupol turned the Azovstal steel factory into a nearly impenetrable fortress, defying the Russian invaders for months.

[…]

As in other urban battles, such as at Aachen, American tanks and artillery quickly became direct fire breaching assets that would punch holes into the thick walls of the Intramuros and government buildings, especially after MacArthur limited artillery fires in order to spare the city unnecessary destruction. Infantrymen also developed new clearing tactics, often using flamethrowers and bazookas to clear rooms and buildings. At the post office, infantry soldiers further innovated by bypassing the Japanese defenders on the heavily fortified ground floor and breaching the structure through a window on the second floor, then fighting their way downstairs.

The Germans saw in Russia that infantry actions were fought overwhelmingly at close range

October 21st, 2023

How Hitler Could Have Won World War II by Bevin AlexanderIn Africa and Sicily Anglo-American forces had seen elements of a new kind of close combat that the German army had developed in Russia, Bevin Alexander explains (in How Hitler Could Have Won World War II), but on the boot of Italy they came firmly up against it:

The Germans saw in Russia that infantry actions were fought overwhelmingly at close range, 75 yards or less, and introduced the MP38 and MP40 “Schmeisser” machine pistol that fired high-velocity pistol bullets, giving heavy unaimed fire to blanket an area and suppress enemy resistance. The Russians introduced a different sort of weapon that achieved the same effect, the PPSh41 7.62-millimeter submachine gun (burp gun). Supported by fast-firing portable machine guns, the MG-34 and MG-42, the Schmeissers gave Germans mobility and high volume of fire. They never replaced all their standard medium-range bolt-action rifles (the Mauser Kar. 98k) or employed many of the next-generation automatic assault rifles (Sturmgewehr), but Schmeissers and MG-34s and MG-42s gave them high capacity to defend against attacks.

The British replaced in part their medium-range bolt-action rifle, the Enfield No. 4, with various submachine guns (“Sten guns”) that fired the same 9-millimeter pistol cartridge as the Schmeisser, coupling them with the Bren gun, a reliable light machine gun.

The Americans were slower to replace the M1 Garand semiautomatic medium-range rifle. Wherever possible they used the Thompson M1928 submachine gun, firing .45-caliber pistol ammunition, but this weapon was in short supply. Americans made do with their M1s, Browning Automatic Rifles (BARs), and light machine guns. It was late 1944 before they introduced the M3 submachine gun (grease gun) in large numbers to compete with the Schmeisser.

The Germans learned to exploit the weaknesses of Americans under fire for the first time. In such cases Americans had the tendency to freeze or to seek the nearest protection. All too often American infantry merely located and fixed the enemy, and called on artillery to destroy the defenders. Only after much experience in 1943 did American infantry learn that the best way to avoid losses was to keep moving forward and to close in rapidly on the enemy.

Tanks could not be used in the mountainous terrain of Italy in massed attacks as Rommel had done in Africa. In Italy tanks largely reverted to the infantry-support role that the British had envisioned for their Matildas and other “I” tanks at the start of the war. However, American tankers and infantry had little training in this role. Infantry and tanks could not communicate with each other. Infantry could not warn tankers of antitank traps and heavy weapons, and tankers could not alert infantry to enemy positions. Consequently, infantry had a tendency to lag behind tanks, and Americans did not work out the smooth coordination of tanks, infantry, and artillery that the Germans had developed long before in their battle groups or Kampfgruppen.

Similar problems developed in the use of tank destroyers (TDs), essentially 75-millimeter guns on open-topped tank chassis. TDs were designed to break up massed German panzer attacks. The Germans no longer massed tanks, but used them as parts of Kampfgruppen. American commanders slowly changed the use of TDs to assault guns to destroy enemy tanks and defensive positions with direct fire.

Finally, the Allies did a poor job of coordinating air-ground operations. Allied fighter-bomber pilots flying at 200 mph often could not distinguish between friendly and enemy forces on the ground. The pilots could not talk to ground units, and vice versa. This resulted in many cases of Allied aircraft bombing and strafing friendly forces. Consequently, Allied troops often fired on anything that moved in the sky. Only in the spring of 1944 did the U.S. Army Air Force deploy forward air controllers (FACs), using light single-engine liaison aircraft (L-5s) that could direct radio communication to aircraft and air-ground support parties at headquarters of major ground units. It was a bit late: the Germans had employed this system in the campaign in the west in 1940 to direct Stuka attacks on enemy positions.

To expose the Chinese Communist Party and to save the world in a supernatural war against communism

October 20th, 2023

The Epoch Times — launched by Falun Gong as a free propaganda newsletter more than two decades ago to oppose the Chinese Communist Party — now boasts to be the US’s fourth-largest newspaper by subscriber count:

The nonprofit has amassed a fortune, growing its revenue by a staggering 685% in two years, to $122 million in 2021, according to the group’s most recent tax records.

[…]

Epoch Times representatives also deny an affiliation with Falun Gong, despite the two groups’ clear financial and organizational ties: The Epoch Times board members and most staff are Falun Gong practitioners. The nonprofits behind The Epoch Times and Friends of Falun Gong, the movement’s advocacy organization, share executives and provide grants and services to each other, according to tax filings. And the newspaper, along with a digital production company and the heavily advertised dance troupe Shen Yun, make up a nonprofit network that the leader of the religious movement calls “our media.”

[…]

Started in Georgia in 2000 by John Tang, a Falun Gong practitioner who remains its CEO, in essence it was a Chinese-language public relations newsletter. The group’s long-term goals were ambitious: to expose the Chinese Communist Party and to save the world in a supernatural war against communism.

Through the early aughts, The Epoch Times grew from an online effort to a weekly physical newspaper, with a home base in New York and a TV production company, New Tang Dynasty Television. It raised money from followers and was staffed by unpaid volunteers. It ran aggregated articles on international issues from Voice of America next to Thanksgiving Day explainers, dispatches from Falun Gong parades, and exposés on atrocities alleged to have been committed by the Chinese Communist Party.

By 2019, it had gone mostly digital and was spending millions of dollars on creating a network of Facebook pages and groups and running aggressive pro-Trump ad campaigns. The move toward explicit support of Republicans, despite Li’s teachings to stay away from U.S. politics, was foreshadowed by Li’s comments at a Falun Gong conference a year before.

Li said that Falun Gong’s media ought to put a “constructive” spin on the news, to advance the group’s aims. It wasn’t wrong, he said, to favorably cover a politician who shared Falun Gong’s conservative values and whose goals aligned with their own.

“If someone comes along now who can help to halt the downward spiral that the world is in, then he is truly someone extraordinary!” Li said. “He would in effect be helping us! Wouldn’t he be helping us to save people?”

2,000 Lancets have destroyed 200 targets and damaged hundreds more

October 19th, 2023

The Lancet loitering munition is a standout success for Russia:

While other weapons have performed below expectation during the invasion of Ukraine, this 35-pound kamikaze drone has proven capable of taking out a wide range of targets, including main battle tanks and parked aircraft, from far over the horizon.

[…]

After being used on a trial basis in Syria in 2021, the Lancet was rushed into full-scale service for this conflict. The first known use in Ukraine was in July 2022, some five months into the invasion. Since then it has been used in small but growing numbers.

[…]

At first only a handful of Lancet strike videos were posted each month. But this January, 22 Lancet attack videos appeared. That number rose to 62 in May, and 124 in August. The makers claim they are mass-producing the weapon at a new facility, so what we are seeing now is only the start. This growth in production is taking place despite the fact that the Lancet uses Western-made electronics, which in theory should be impossible for Russia to obtain.

[…]

The Lancet is launched from a catapult rail and transmits video back to the operator. Lancets are reportedly flown in conjunction with reconnaissance drones which spot targets and relay coordinates. The Lancet operator flies to the target area, visually confirms the target, and carries out the strike.

An electric propeller drives the Lancet at around 70 miles per hour. This slow speed makes it an easier target than a guided missile or other munition.

“Every day we shoot down at least one or two of these Lancets,” Yuriy Sak, an adviser to Ukraine’s defense minister, told Reuters. “But it’s not a 100 percent interception rate, unfortunately.”

Early Lancet attacks were all on static targets. More recent videos have shown hits on moving vehicles. This may indicate a change in doctrine or an improvement in operator skill levels.

[…]

According to Lost Armor, as of Oct. 3 there are 667 Lancet strike videos. Of these, 210 are classed as target destroyed (31%), 355 target damaged (53%), 48 miss (7%), and 52 are unknown (7%) . In particular, the heavy armor of tanks sometimes shrugs off the Lancet’s relatively small warhead.

This suggests that around 2,000 Lancets have destroyed 200 targets and damaged hundreds. That may seem low, but with each Lancet costing perhaps $35,000 and each target costing millions, the Lancet is extremely cost-effective.

[…]

By far the largest number of Lancet strike videos show attacks on Ukrainian artillery, both towed and self-propelled guns. As a recent report from UK defense think tank RUSI notes, Russian forces now use the Lancet extensively as a counter-battery weapon. Artillery is the traditional means of striking enemy artillery, but the long range of the Lancet, and its ability to seek out hidden targets on the ground, give it real advantages. Additionally, the Lancet operator remains hidden and will not be targeted by counter-battery fire.

[…]

Towed artillery is much harder to destroy than a self-propelled gun, even when hit. The latter is a tracked vehicle with a store of flammable fuel and explosive ammunition on board, either of which can be set off by a Lancet strike. A towed artillery piece, by contrast, is a more solid piece of machinery able to survive the blast and minor shrapnel fragments of a Lancet hit.

“The lethality of Lancet is often insufficient,” according to the RUSI report. “One officer also said that although he had seen his gun ‘destroyed’ several times online, it remained alive and well.”

This tallies with previous conflicts in which towed artillery has proven more robust to counter-battery fire. Crews may be injured or killed, but the guns themselves tend to survive and remain serviceable. In WWII, the loss rate for self-propelled guns was two to three times higher than for towed artillery. So many of the Lancet hits on towed artillery likely did not result in kills.

Thermal imagers are many years behind video cameras

October 18th, 2023

Both drones and thermal imagers have been game changers in the Ukraine conflict, but fitting a thermal imager to a drone is not so simple:

These days high-end drones, like smartphones, have high quality video: and it is possible to shoot impressive 4K video at 60 frames per second from a drone that fits in your pocket. 2.7k and 1080p video are routine on lower-cost models. But thermal imagers are many years behind video cameras, and resolutions are much lower.

You can get a low-cost thermal imager like the Seek Thermal Compact for under $200, but the resolution is only 206 x 156 pixels – fine for checking insulation and finding leaks around the house, but no good for seeing objects hundreds of meters away. Going up to 320 x 240 will double the price, but you will still struggle to tell whether you are looking at a truck or a tank. Part of the problem is that while a video camera can show differences in brightness and color, a thermal image is monochrome and only shows temperature. The details which help identify objects visually may be missing, an issue highlighted by how difficult it is to recognize faces via thermal imaging.

When discussing the issue of thermal imager on reconnaissance drones, an expert from Ukraine’s Aerorozvidka drone unit noted on social media that a Matrice drone with a thermal imager costing several thousand dollars could only detect Russian vehicles at 3-4 miles distance and even then distinguishing types was difficult. The daylight camera could pick out targets from 15 miles. They suggested spending the money on more batteries and an additional ground control unit as a better way of boosting the drone’s usefulness.

This applies even more so with FPV drones. The drone flies at high speed and requires a skilled pilot to avoid obstacles and successfully hit the target, so good quality video with a rapid refresh rate, and cheap thermal imagers will not do the job.

[…]

“Ukrainian manufacturers also have all these technologies and can produce FPV drones with thermal imaging cameras, but the main problem is the price,” an Escadrone spokesman told Forbes. “If a regular FPV drone costs $500, then the same drone with a thermal imaging camera will cost about $2,500.”

[…]

This type of issue highlights the difference between military-grade loitering munitions like the U.S.-made SwitchBlade 300. This is similar in size to an FPV drone and has daylight and thermal imaging, plus a lock-on-to-target function and numerous other features, but costs around $50,000 per shot.

Larger, reusable drones costing in the tens of thousands of dollars make far more sense for thermal imagers.

The majority of people on a trauma call just stare at the dying

October 17th, 2023

On X (formerly Twitter), Eric Hoel commented, most of the timeline consisted of short videos of war crimes. I find comments about X (formerly Twitter) interesting, because “the timeline” isn’t a thing. My timeline wasn’t full of gruesome imagery — and I didn’t have to play any videos that suggested sadistic violence.

But I will admit to getting drawn into a few violent videos, after seeing them referenced repeatedly:

In the past few days, it’s been clips from the incursion into Israel, but it is now common to see what is effectively a short snuff film every day online, even when there is no war, no invasion, and without looking for them.

Call them “snuff clips.” Someone stabbed on the street in New York. Or shot in the back of the head at a crosswalk in Chicago. Or a soldier pleading with a hovering drone in the Ukrainian war. If you log on, you will be shown. And consequently many of the political debates that have dominated our culture over the past years have been based on graphic videos, even just domestically.

So my question is: Just how familiar should a polity be with death?

That is an interesting question, because we don’t want a polity that’s naive about how violence works, demanding that police stop violent criminals without hurting them, etc., but we also don’t want a polity demanding immediate, thoughtless action, in response to the latest outrage.

Anyway, Hoel starts with the problematic and uncomfortable truth that bloodsport is the most entertaining of all sports:

We humans, we apes, are most interested in violence, in its drama and potential and stakes. Now-a-days it is common to think, because of our screens and our phones and our technology, that we have beaten boredom, and that we are the most entertained any civilization has ever been. Wrong. Imagine the setting sun over the colosseum as two men fight to the death in the sand. You and your friends are drinking wine and eating bread, candies, nuts. Every thrust, every exhausted recovery, is so filled with meaning you cannot look away. Spectating a football game is incomparable. It turns out sitting in the stands drunk watching people die was popular, and has always been popular, because it really is titillating, thrilling, dramatic, an infinite jest, to watch other people in life and death situations. Left to our own devices, bloodsport is a global minimum we humans fall into unless some specific ideology or religion acts as a barrier for our fall.

Regardless of what exactly the barrier was — maybe it was our liberal order, maybe the greater cultural relevancy of religion, maybe just the idea of America as representing historical progress — in the world I grew up in, by which I mean America in the 1990s and early 2000s, watching death openly was frowned upon. It was beneath us as a culture.

Make-believe violence has been big business for a long, long time, and the 1980s were the heyday of violent action movies.

Perhaps, he suggests, one could argue that the rise of the snuff clip genre is a visual corrective:

Maybe we shouldn’t think that violence unfolds like the movies where one guys beats up three, or where women regularly throw some big dude using judo, or whatever. Where you can do something, anything, against someone with a gun. The truth is none of that happens in real life. It all occurs really fast. The people most likely to react in such situations are usually aggressive young men, often to their own demise. But most people just stand there, and then they’re dead.

One time in college I shadowed on an ambulance, and the EMTs told me that the majority of people on a trauma call just stare at the dying. They don’t even call 911. “The stare of life” was their gallows humor term for it.

The stare of life.

He’s not comfortable with this informative facet of violent videos and sees them as more like the Roman gladiatorial games — but the problem with gladiatorial games is putting people to death for your own amusement, not being curious about violence.