Monday, June 29, 2020

Pandemics: The Long View Approach



COVID 19 pandemic makes the perfect case for the concept of this Blog: a long, global view as opposed to the narrow, partisan, parochial, and short-term approach that has brought the world to this avoidable catastrophe. 

The last report from The Economist reveals the extent to which a crisis like this have been forecasted in advance... and ignored by press and politicians more interested in indefinite but more marketable problems such as global warming or inequality of income.  

Quote (bold is from this author):
"In february 2018 a panel of experts convened by the World Health Organisation (who) put together a list of diseases that posed big public-health risks but for which there were few or no countermeasures. It featured various well-recognised threats, including Ebola, sars, Zika and Rift Valley fever. But it also included “Disease X”. 
This illness, caused by a pathogen never before seen in humans, would, the panel said, emerge from animals somewhere in a part of the world where people had encroached on wildlife habitats. It would be more deadly than seasonal influenza but would spread just as easily between people. By hitching rides on travel and trade networks, it would journey beyond its continent of origin within weeks of its emergence. It would cause the world’s next big pandemic, and leave economic and social devastation in its wake. Indeed.
Less than two years after the report was published Disease X turned up. It began late last year in Wuhan, China, and the wider world became aware of it in January. It has now infected nearly 10m people and killed almost 500,000 of them. That death toll is also likely to reach seven figures before things are over. For Disease X now has a name: covid-19. 
I told you so 
Though perhaps the loudest, the who’s was not the only warning that something like this might happen. Moreover, some of the prophets, such as Peter Daszak, a disease ecologist who is head of an independent research organisation called the EcoHealth Alliance, specifically focused on the risk posed by bat-borne coronaviruses, as sars-cov-2, the cause of covid-19, has turned out to be. And the point of issuing those warnings was preparedness. 
With the correct systems in place a potential pandemic, spotted early, might be nipped in the bud. 
Instead, the world’s response to the new illness has been similar to its response to sars in 2002 and, after that, to h5n1 avian influenza in 2005. This is to move into a costly panic mode intended to slow the spread of the disease while scientists race to develop a vaccine. “This,” as Dr Daszak, observes wryly, “is not a plan.”

Zoonotic infectious diseases are as frequent as flu, as dangerous as HIV, and as frequently reported as the past five years of SARS, MERS, and so on. Yet, there has been more funding for finding (or implementing) "solutions" to long term, ill-defined menaces such as "global warming" or "climate change" than to actual and real epidemics such as SARS, MERS,m HIV, Ebola, to name some of COVID 19 predecessors.

Wild animals wet markets, unsanitary poultry, pig production, and distribution continues rampant and coexistence of human, bats, and civets remain as common in  Asia as it was before the current pandemic.



This is not science fiction. It's just willing ignorance of overwhelming and continuous scientific evidence. At a fraction of the cost of keeping 14 nuclear carriers and billions of dollars in defense spending for the remote eventuality of a WWIII-like confrontation in the indefinite future China, the US, and the EU could have already developed an effective vaccine and treatments.

Bill Gates warned in his TED talks  5 years before this disaster, only for conspiracy theorists to attack him incited by partisan propaganda networks on the Left and on the Right side of the spectrum 


Gates -whose only crime is being a self-made billionaire turned philanthropist for the past 20 years- has been leading actual efforts to fight pandemics out of his own pocket. Governments -US, EU, and China- have willingly ignored or even obstructed these and other efforts by hiding information until the crisis was already consuming the world.

This is not new. Henrik Ibsen wrote An Enemy of the People back in 1896 with the same story: short-sighted politicians serving special interests attacking science and blocking efforts to save lives.



It's belated time to look at social events with a long view, fact- and science-based perspective. 

Or suffer the consequences.

From Obama to Trump ... and back?: Beyond the Stereotype, the other side of America


For all his evident shortcomings, Trump holds a steady 30-35 % of the US vote. The stereotype of hillbillies, white supremacists, "systemic racists" and "white trash" can't account for more than a marginal part of all that.

Historian Victor Davis Hanson explains  the Trump voter phenomenon -not to be confused with Donald Trump's persona- in a much more nuanced way in his book The Case for Trump 

9 million Obama voters -from 2008 and 2012 elections- that voted for Trump in 2016 and might vote again for him. 
They are (1) small town, rural voters; (2) small business, family-owned and operated, (3) college-educated white and black, (4) latino american, self-employed immigrants.
 They have common immediate requirements such as:
  1. Lower taxes
  2. Keeping their private insurance
  3. Keeping their access to charter schools
  4. Repealing the state tax that kills multi-generational farm families
  5. Rejection of "identity politics" and embracing "Americanism", melting-pot approach to cultural integration (speak English, be self-sufficient, raise traditional families values)
  6. Pragmatic, non-ideological voters: "it's the economy, stupid" criterion first.
Here are some samples from focus groups held by WSJ and ABC news following them in their towns for the past two years:

Texas:

Iowa:


Georgia: Black voters


Obama voters for Trump


A reality check can help assess the "two Americas" -rural and urban- trends and see beyond political stereotypes and pundit talk what the actual voters vote for.

Even if Trump loses in an anti-Trump "tsunami", these voices and voters must be heard and taken into account to understand why.

Sunday, June 28, 2020

Biden's Presidency: Stormy Weather Ahead


Thanks to Trump's "Katrina" handling of the pandemic and race riots, Joe Biden could likely become the next US President.  

Aged, uninspiring, and lacking a strong base of his own, Biden would have a hard time controlling the nihilistic Far Left that menaces with taking over cities and establish their own "Occupy..." communes around major cities to force their agenda.



The problem with this perspective is not so much the badness of the agenda -a smorgasbord of failed, half-baked 1970s ideas- but their lack of direction in a moment of extreme economic and social turmoil. Think of a 1- or 2-year Katrina on steroids, with over 250.000 deaths and economic paralysis at 15% unemployment.

The party of no ideas (Democrats) could take over a bizarre one-term presidency of the party of (very) bad ideas.

A Biden presidency could usher a "malaise", Jimmy Carter-like era of higher taxes, unemployment, recession, and social turmoil.

Hope is not a strategy. Fear neither.



Will the economic vote trump (pun intended) the Katrina-like handling of the pandemic and social turmoil?  Swing states are up for grabs between two (very) bad options. 

Monday, June 15, 2020

Trump fatigue? From Watergate to Waterloo


Like in every presidential election year, it's harvest time in American politics. 

As of June 2020, it seems that chickens are coming home to roost for President Trump. His past 3 months have been a dangerous, self-defeating demonstration of poor management and even poorer leadership and the polls are starting to show an ominous trend.

What seemed a few months ago very likely reelection is slipping away from Trump as a consequence of a powerful mix of economic downturn, erratic pandemic management, and an ill-advised, touch Nixonian "law and order" response to racial tension and protests.

Trump took for granted that a sharp recovery before November would be enough to stay in office regardless of his behavior (as he once proclaimed during his election campaign he could shot a person in 5th Avenue and get away with it)



Trump based his reelection strategy on that factor, turning up his cultural war rhetoric to please its unconditional base. He seems to be betting that 40% of the vote can re-elect him regardless of the rest.  The electoral map and polls increasingly dispute that assumption.

The problem with this "silver bullet" strategy is that Trump has alienated almost all other voting groups to an extreme that looks hard to revert. 

Piling up death tolls, lockdowns, abrupt and induced recession, and racial strife, there are growing signs of "Trump fatigue". Trump himself looks increasingly out of touch with reality like his mentor Richard Nixon during the Watergate days

Nixon's farewell speech comes to mind. He discovered too late that hate-based politics can be self-defeating:



Instead of reaching out to decisive voters and seeking a middle ground, Trump looks increasingly absorbed in being his own campaign chief and distracted on blowing dog whistles on irritating issues such as Confederate monuments and rallies in defiance of pandemic guidance and racial sensitivities. 

Trump's bet on partisan polarization is clearly backfiring.

This election could not only rend Trump a one-term president but cost GOP both houses of Congress 

The forecasts for the Presidential election show anti-Trump waves forming even in formerly safe states



And the possibility of losing control of the Senate grows








This would be a catastrophic farewell for a President that promised a string of "wins". A ticket from Watergate to Waterloo not only for Trump but a potential reversal of fortunes for the entire GOP and whichever "win" he might have claimed so far.


This is clearly not good for Trump and his supporters, but -much more importantly- it might be not good for the economy and the country.

Given the current Democratic party platform's sharp turn towards the progressive Left, a Biden-Warren Presidency would mean big government, tax-heavy solutions could delay or even destroy what is already a hard but promising recovery.

Also, it would swing the cultural wars pendulum from Trump's Tea Party to Warren's anti-business, BLM's identity politics, and Biden's unions' protectionism rather than calming them.

That might be Trump's presidency's worst legacy. A full opposite of all his presidency tried to accomplish. And a huge step backward for sensible pro-growth and the free market,  free trade policies that are the only way for the US to come out of a mountain of 30 trillion debt without a major recession.

Neither the economy nor Trump seems to be able to avoid it.

Perhaps the economy can make it -after all this is America-.

How about trying to be more like the best of it?

Time for Civility


"Treat everybody well when you are going up, because is more than likely you'll meet them again in your way down"  Argentinian saying

During these days of multiple crises and social unrest, a serious lack of a key component of presidential leadership becomes self-evident: civility.

What is civility? You can tell it when you see it. Just looking at the numerous positive examples such as the one that starts this entry: President Obama honoring Presidents Bush 43 and 41 in the White House.

Or you can look at the President's Club -where all our living presidents get together to seek advice and support in a job that has no previous training- 



Historically, US Presidents have treated their predecessors with respect and civility. That is true for Abraham Lincoln naming his former primary rival Seward Secretary of State and forming a famous "team of rivals" in his cabinet during a Civil War

Or President Obama doing the same by appointing former rival Hillary Clinton as Secretary of State.


Or finally, all presidents paying respect to Bush 41 at his funeral. 



Or the traditional roasts at the White House Correspondents Dinner

All Presidents have followed this bipartisan American tradition that reminds us all that we are the United States and not a loose Confederation of warring states and parties.

President Trump is the only President that has largely abandoned the tradition of civility and attacked his predecessors from the bully pulpit. 

This is unacceptable, substandard uncivil behavior.

The multiple crises we face as a nation and as part of our shared world require a united United States and a President that sets the tone by example.

Think for a moment that inevitably every President in a Republic becomes a former President.

Think for a moment of Jimmy Carter -who still prays for Trump as President-

Sunday, May 31, 2020

May 29, 2020: From Heaven to Hell in a single day


In a few hours of May 30th, 2020, the US's highest highs and lowest lows were exposed to a planetary audience. On that day,  the SpaceX Dragon capsule sent two astronauts to the Space Station marking the first time-space travel could be done by a private startup competing with others at a fraction of the cost of the first NASA taxpayer-funded missions. 


Not only that, the booster rocket Falcon 9 returned to a launching pad ready to be reutilized with astonishing precision.



While the country celebrated the technological achievement in the skies, an outburst of a century-old tradition of racial violence brought all Americans (and the world's) attention back to Hell in the well-known tradition of police brutality against blacks and rioting and self-defeating looting afterward.



Left and Right-wing politicians -helped by an intentionally divisive President- added fuel to the flames by justifying unacceptable behaviors -police brutality and looting- with equally flawed rhetoric and slogans. 

Left and Right coincided in blaming the victims with stereotypes -dangerous black men, a racist cop, white privilege neighborhoods, the "poor" looting- that flew in the face of watchable facts. Our lying eyes could see helpless black man choked to death, cops (white and black low income) letting rioters burn their cars and beat them up following orders, looters filling the trunks of their own cars, and even rented U-Haul trucks.

So much for cable "news" -an oxymoron for anybody who watches hour after hour of endless repetition of the same (one or two for each hour is enough for Fox, MSNBC, and CNN)  "news" twisted and washed with partisan talking points.

The country remains struggling with its own power, between astonishing creation and divisive self-destruction.

Add to the picture the pandemic tragedy -which already has caused more deaths in 4 months than the combined wars in Corea and Vietnam in many years-. In this case, partisan politics have added a secondary infection to the virus by dividing those who want to work from those who want to live as if these two were exclusive options. 

It's time to stop watching cable "news" networks to stop their toxic partisan misinformation and look at the skies for inspiration to work more sensibly on Earth.

After all, looking up always helps find the better angels of our Nature.

Monday, April 13, 2020

A Global Stroke


COVID 19 pandemic has been compared to many things: previous pandemics, wars, economic recessions. It has indeed similarities with all of them. But Fareed Zakharia identified a critical area in which it is unique.


This epidemic is the first in human history to provoke a simultaneous freeze of all economic and most social activity.


More than a storm, or a hurricane, COVID 19 crisis resembles a stroke.


What a stroke does to the human body, the pandemic does to the social and economic system:
  1. Impairs the whole social and economic system
  2. Threatens life (making health every business' business)
  3. Leaves sequels (V, U or L shape recoveries
We are still nowhere near to understand quite well what point 3 will look like. Will the economy get back on its legs? Will it do it soon? Will it recover completely or just partially?

Like after a stroke, life changes are unavoidable. Rebalancing social and economic life will be complex and require reinvention and repurposing. 

Like after a stroke, it will require for many of us to let go what was sure and safe and face more uncertain and unsettling times. 

For some of us, perhaps most, surely many, it will be life-changing.

We still can think it thr0ugh and come back of it better equipped for the next -which experts consider will likely come- 


In any case, this is not a crisis that can go to waste.

It will force critical changes such as:

  1. Glocalization: bringing supply chains closer to customers
  2. Nearshoring: opening opportunities for borders to become more integrated in mega regions
  3. Replacing China with reliable partners
  4. Reinventing industries such as tourism, hospitality, food
  5. Precipitating virtual work and e-performance as the new standard for work
  6. Addressing slow "U-shaped" recoveries around the world
  7. A world of cheap money with all its opportunities and threats
  8. Bringing health and healthcare into the economic equation and to the forefront of national priorities
  9. Massive demand for retraining of millions of low-income workers in mass-employing industries (food, hospitality, tourism, travel)
  10. Developing readiness and resilience for the next pandemic
The "shape" of the recovery will be uneven between US, EU, Asia and the developing countries and it's still too early to know if each economy will get back on its feet, use walkers, wheelchairs or remain bed-ridden for at least 2021.

Sunday, April 5, 2020

Pandemic Crisis: It's SARS 2002 all over again - But worse. Things to do and not to do about it


The risk of a global pandemic the size of the 1918 Spanish Flu or the 16th hundreds Black Death has been there is plain sight since SARS outbreak in 2002.

Once controlled, only specialists and dedicated philanthropists like Bill Gates kept warning about a danger that was manifold more likely than global warming or another recession. Even more likely than a bear market.

Here are some readings for those who want to know more about 
  1. A brief recent  history of Virus & Plagues
  2. and what to do about it.
And here is more Bill Gates ideas about what to do with the coronavirus Second Coming.



As for now, two equally myopic approaches engage in political warfare: those who want to quarantine everyone until the vaccine is ready and those who want to start the Easter Parade and die for the economy.

Those are the options for those who drive into cul-de-sacs. There is no way to solve the problem as a "zero-sum" game. 

Those who want to channel their energy more productively (and sanely) may just turn off the networks engaged in political football look for fresher horizons and saner ways to endure what seems to be a long and bumpy way ahead.

Most are already turning to Zoom or WhatsApp their way to stay in touch with family, friends and some sort of businesses.  That's a good beginning.

Take a look for that at our coming www.ispiglobal.org events just divided into two areas:
  1. How to stay in touch and sane
  2. How to make a living while this lasts
Facing the Virus Flood, some are setting up a new network of virtual rafts rather than the Biblical Arch.

This author is one of them and will stay in touch.

Tuesday, March 24, 2020

Pandemic crisis: all bets are off - and neither markets nor government have a clear answer



A global pandemic that started largely unnoticed in China has taken over the entire world and all the forecasts with it.

What was underestimated as a new version of SARS has shown more like the deadly 1918 Spanish Flu




World wars and globalization operate in both cases as channels that spread the virus fast and below the radar. 

The "Spanish flu" didn't actually start in Spain, but was first reported there because it was the only country that had not censored news. In the case of China, this worked exactly in reverse, because the new virus became epidemic in a country under rigid press censorship since 1949. 

China had many reasons not to report the epidemic early, mostly economic, because its economy is heavily dependent on exports. And exports they did. 

Flights, conferences and cargo continued to flow even when the city of Wuhan -whose wildlife meat markets allowed the virus to jump from animals to humans- was closed during a first outbreak while all information was censored by the CCP. Nobody knows how many people actually died in Wuhan to this day.

Facing the pandemic, The Economist defined two courses of action:

1. Suppression

China operated in the same manner that caused this and other SARS-like outbreaks: using the absolute power that dictatorships have to censor to also close the city and accesses and let people trapped inside to make sure there was not possibility of spread.

That stopped the diffusion but only temporarily. Once the locks are relaxed, the cases spike up again because those who weren't exposed to the virus can't develop defenses against it.

In addition, if it's not possible to "seal out" cities for more than 3 or 4 months like China did, once the virus "left the barn" it continues to spread. Most EU countries have such dense and close cities that it's almost impossible to do what China did with Wuhan.

Finally, suppression also presents the additional challenge of economics: it creates a cascade of paralysis in vital value chains and critical supply and demand.

2. Mitigation: 

South Korea and Singapore used massive and quick testing to detect and isolate the infected, stalling successfully the spread without massive economic paralysis. Once again, this requires a rare combination of tests availability and organized action, much easier in these two countries that in larger ones.

Mitigation might not stall the economy immediately, but it might overwhelm healthcare resources between 6 to 8-fold their capacity to treat the infected.

US has been oscillating between 1 and 2, with a Federal government leaning towards the second and large states and cities like those in California and New York trying to follow the the first approach. 

US's federalist, decentralized and non-universally covered healthcare and "divided government" type of governance makes the country extremely difficult to work without resorting to special executive powers such as those vested to POTUS during world wars and the Great Depression.

Friday, January 10, 2020

Understanding why Trump won, wins, and could likely be reelected


Those who didn't vote for Trump and those who actively hate his very provocative public behavior seem unable to understand the reasons of his growing domestic support, his foreign policy's successes and the sustained economic boom he presides and encourages.

Watching some documentaries may help those who are not hostages to the oxymoron of partisan logic and thinking. Turning off CNN, Fox, Breitbart, MSNBC and PBS can be a good start. Read books and the reasoning of the other side of your ideological and political spectrum instead.

Let's begin with the contempt and condescension towards Trump's intellect and his supporters':


Hillary Clinton has yet to realize why she blew her own  "blue wall" in the Midwest -the only wall she could break through- and why her party has left her for the Far Left, that blames her for not having been even more wrong about understanding the "Somewhere" voters that used to vote Democrat. 

One good start to understand why middle America's Obama voters turned into Trump voters is reading J.D. Vance's Hillbilly Elegy :


And the more in depth sociological and demographic-based analysis in Charles Murray's "Coming Apart":




In his book "The Road to Somewhere: The Populist Revolt and the Future of Politics" British sociologist David Goodhart explains this "cognitive the same phenomenon between Remainers and Brexiteers in UK as well. He does it in terms of "anywheres" -college educated urban professionals with global skills finding jobs around the world - coming apart from "somewheres" -trades-trained suburban multi-generational blue collar workers losing their jobs to globalization and "creative destruction" fueled by "anywheres'-.




Even if you are an "anywhere" -or perhaps especially if you are one of those "anywhere" worried about the apparent right-turn in US and Western Europe voters- it's still time to look at the other side of your spectrum and remember that elections not only have consequences,  but lessons that if not learned, may come back with a vengeance.

Relax, give yourself time to open your mind to the other side's views and give a second look at how and why Donald Trump became our 45th president in 2016.


And if you think Trump is dumb and ignorant in political matters you should also check this long interview he gave David Rubinstein well before he decided to run for office a second time. 


There is a method to Trump's "madness", to his deliberate incivility towards others, and to his very New York-real estate-mogul bargaining tactics. And that method is by any means any less astute than Washington DC politicians grandiloquent rhetoric. 

Those who look down on Trump's intellect or political acumen could use some recent memory to look at how their previous forecasts based on that premise make them look now:


Saturday, November 30, 2019

Love's Labor's Lost: Londonistan fuels Brexit









Just days ahead of a pivotal parliamentary election, a new terrorist-inspired stabbing at the London bridge brings to the front page what has been behind the growing momentum for Brexit.

It is clear that for most UK voters the reality of "Londonistan" -as the growingly insulated and non-integrated fundamentalist enclaves are called in London- is one of the key reasons for breaking with the European Union "Schengen" immigration policies.

The unintended -and unattended- effects of what in practice is an "open- and cross- border" policy that allows low-income Muslim and Eastern European cheap labor workers to establish in the UK has been a national uproar for two clear reasons: economic and cultural.

Love's Labor Lost I: it's the economy, again.

Attracted by the availability of welfare state serviced, low-income migrants have overwhelmed the resources of the healthcare and housing systems and crowded-out low income workers who feel betrayed by their traditional Labor union party which they see in cahoots with "anywhere" mobile elites traditionally favoring globalization and gentrification.

Love's Labor Lost II:  the culture clash.

On top of the economic conflict, a sizable part of the UK immigration adds a couple of cultural explosive deal-breakers: anti-Western religious indoctrination and beliefs and islamic fundamentalist terrorism.

The latest stabbings follow a string of attacks that started with the 2005 London bombings but more dramatically spread into the civil society with stabbings and violence in almost all major cities where Muslim fundamentalist immigrants settled for jobs without proper cultural assimilation.  "Londonistan" ghettos grew out of a toxic combination of anti-Western fundamentalist indoctrination and "multi-cultural", "salad-bowl" progressive policies.

The result is in full display: a turn against the EU and for Brexit and a deep and longer-lasting social conflict that will traumatize UK for years to come.

Like in Shakespeare's high comedy,  it's time for getting wisdom out of humiliation and for abandoning ideological posturing.  






Wednesday, November 6, 2019

The politics of impeachment favor Trump's reelection


The Virginia flip shows how vulnerable could Trump be to a moderate Democratic opponent that appeals to middle Americans, keep taxes low, healthcare private,  and goes for a 2020 election win. But the current 24+ Democratic field shows no one in that category with chances of winning the nomination. 


Each crowded Democratic primary debate is a painful reminder of the McGovern (1972), Mondale (1984), Dukakis (1988) and Kerry (2004) fiascos. All these extreme liberal candidates ended crushed in landslides and in the Electoral College, which reflects more moderate state views. 





Lacking competitive candidates or -more importantly- moderate policy proposals, Democrats have turned to two self-defeating tactics: trying to unseat Trump through impeachment and relying on further polarization and anti-Trump feelings.

The first option seems tenuous at best, considering that the Senate is in GOP control and the second complicates the first even more, because anti-Trump-only attacks on the solidly 40 percent-popular Trump increases pro-Trump turnaround even more than anti-Trump voters.

Turning to far Left policies such as "public option" -code words for taking away private healthcare from 167 million American voters-, 54 trillion-dollar tax-hike-funded schemes to "reduce inequality" and embracing identity politics even amongst their own candidates makes general election prospects even more remote for the Democrats.

On top of all this, the economy for the 2020 election clearly favors Trump chances just at a time when the Democratic contenders announce wildly unpopular big tax hikes and unpaid spending schemes.

Virginia shows that swing voters are available, but still scared behind the Impeachment + Trillion Tax Wall far left Democratic candidates and House erected between them and "Anybody-But-Trump" alternatives. 




Add to that wall creepy legacy moderates like Joe Biden and Hillary Clinton's third run. And now comes Mike Bloomberg.

Trump welcomes impeachment in its current form as his safest path to get reelected, and even get immunity from some of his obvious legal challenges in a second term.

The other great candidate to beat him -the economy- looks even more reluctant to challenge him than the far Left democrats.