Showing posts with label predictions. Show all posts
Showing posts with label predictions. Show all posts

Tuesday, February 26, 2019

Nixon: China::Trump: North Korea?

"Who lost China?" was a cry of right wing politicians in my youth.  It referred to the Chinexe Communist victory in their civil war with the Kuomingtaing, which eventually fled to Taiwan to rule there for some decades.  The allegation was that communists and pinkos in the State Department had undermined the the Chiang Kai-shek regime and weakened our support for him.

After the Communists took over the mainland we refused to recognize their regime, and kept them out of the UN.  That was a cornerstone of American foreign policy for 25 years.  No Democratic president or candidate could afford to propose to recognize the Reds, for fear of being "soft" (much like being "soft on crime" in a somewhat later time frame.

Then came Nixon, and Kissinger.  Despite much criticism from the right (Bill Buckley et. al) they were able to recognize China simply because Nixon's history gave him credentials as anti-communist.  Jimmy Carter completed the job of de-recognizing Taiwan and exchanging ambassadors with the People's Republic of China.

I wonder wherher there is a parallel between Trump and Nixon vis a vis North Korea.  As with China, our North Korean foreign policy has been mostly frozen in stone for 65 years. There have been attempts at breakthroughs; Clinton came the closest but he couldn't get enough support to fully carry out his agreement so it teetered and then collapsed, with GWBush finally killing it. 

As with China, there's a vocal group attacking any attempt to normalize relations.  Also as with China, there are geopolitical game-playing reasons not to deal; I mean the idea that a deal undermines policies (non-proliferation and human rights) we generally support and can't be seen to back away from.

Trump in many ways is Nixon's opposite in terms of style and decision making process, but it's possible that he ends up making a poor deal with North Korea, "poor" at least in the view of the policy establishment who've spent their careers on the issues, but a deal which over a period of time turns out to be acceptable to the US and the world.  If "period of time" is less than 18 months, such a deal might be enough to re-elect him.


Saturday, February 09, 2019

Why Blue America Is Blue--II

See this tweet on bankruptcies increasing from 2017 to 2018.

And see this report from Politico. 

I'd predict some "emergency" farm legislation will move before 2020.

Thursday, November 29, 2018

Seeing Into the Future--Democratic House-Senate Split

Perry Bacon at Fivethirtyeight has a piece on the growth of the progressive wing of the House Democratic party.  While the Blue Dogs have revived a bit, the progressives were strengthened much more by the results of 2018.  This got me to thinking, always dangerous.

Pelosi will be the Speaker, and she'll have to work to keep her caucus united.  Meanwhile, over on the Senate side McConnell will lead a slightly stronger Republican party, which is also more conservative, losing Flake and what's his face from Nevada.  And Schumer's Democrats are facing a tough road in the 2020 elections.  He'll want to protect his incumbents and try to lay the groundwork to challenge the vulnerable Republicans in 2020.

All this reflects the increasing division of the country, as shown in our elections:  the red States went a little redder and the blue and purple areas went more blue, or in institutional terms, the Senate goes conservative and the House goes liberal.

So Pelosi, Schumer, and McConnell will be deeply challenged to get legislation passed, particularly the Dems.

55+ years ago a government professor of mine named Theodore J. Lowi theorized, perhaps not originally with him, that changes in parties didn't happen by the out-party changing their policies but by the in-party dividing and losing focus.  Not sure how that theory stands up to today's politics.

[updated to add second link]

Wednesday, November 07, 2018

How Did I Do on Predictions

Scott Adams predicted a huge Republican turnout. I was somewhat skeptical, but he was right. He waffled on whether the Republican vote total would exceed the Democrats.  I predicted it wouldn't.

A few days ago I didn't predict, but considered the possibility that Trump's rallies presaged a surprising victory for the Republicans.  They didn't.

I didn't make any official prediction for the elections--I would have used the Fivethirtyeight estimates as the basis if I had, meaning I would have done okay but not great.

Wednesday, October 31, 2018

Scott Adams Predicts

Scott Adams, whose cartoon Dilbert I love, has gone on Fox to predict a huge, possibly record-setting turnout for the Republicans in next Tuesday's elections.

Since the Republicans in 2010 got about 44 million votes and in 2014 got over 45 million, I'd say that means a turnout of over 46 million votes. I think elsewhere he's clarified that he's not predicting that the Republicans would still control the House, just the votes would be up.  His rationale is IMHO fuzzy: Republicans love the feeling of the victory of 2016 (Adams was an early and sole predictor of Trump's election), they tend to act more than talk and are bashful in talking to pollsters so the current polls underestimate GOP turnout (it's an echo of an early 21st century meme that voters who opposed  black candidates would not admit that to pollsters).

My record on predictions is bad, so I won't officially predict that Democratic turnout will top the Republicans and top 47 million votes.  We'll see. 

Saturday, October 06, 2018

SCOTUS Prediction

By this time in 2020 I don't think the Kavanaugh appointment will be much of an issue.  Roe v Wade will still be good law, although the Court likely has a mixed record in approving new restrictions on abortion. ]

[Update: some additional thoughts--the dog which won't bark, which no one is talking about today, is the overturning of a couple Supreme Court decisions, decisions of much more recent vintage than Roe v Wade--specifically the Windsor and Obergefell  decisions legalizing gay marriage.  That surprises but pleases me.  But then, almost everything about the history of gay marriage surprises me.  If you'd asked me in the mid-90's how things would work out, I'd have said at best gay marriage would be another issue like abortion--everlasting. But it's not become that.  What we now call gay rights is still an issue, and that will continue but marriage itself is not.]


Monday, June 18, 2018

Emails on Weiners's PC

IIRC when the FBI announced they'd found Clinton emails on Weiner's PC I was doubtful it was important.  Granted, as a Clinton supporter I didn't want there to be any bombshells, but I saw it as something of a parallel to my situation.  With two PC's in a household, it only makes sense for materials from one to be backed up on, or copied over to, the other PC.  As far as I can tell that's how it turned out.

In my mind, that would be a reasonable assumption for any investigator, meaning if staff is short and other investigations press, as with the possibility of collusion with the Russians, it was reasonable to give priority to the Russian angle. Strzok didn't know at the end of September the way Comey would handle the matter.  Under normal rules the reopening of the investigation wouldn't have been announced.  If and when Strzok testifies, I expect that to be his explanation. 

We'll see.

Tuesday, June 12, 2018

North Korea and the US

If I consider Pres. Kim to be rational, this is what I imagine his ultimate goals/wishes would be, in no particular priority:

  • security guarantees from the US
  • nuclear weapons and missiles
  • peaceful unification of the peninsula under his leadership, being an autocracy like China's Xi
  • economic aid from South Korea and where ever.
For the US, our goals would be:

  • no nukes or missiles
  • no unification or unification under the South's system
  • no proliferation or transfer of nuclear or missile technologies.
I suspect the minimax solution, assuming both sides are rational is trading NK aid and security for verified agreements on nonproliferation, and kicking the unification question down the road.  

It's possible that Trump's clownish antics will provide enough cover and distraction for the US to give up its, and his, proclaimed goals denuclearization. 

Sunday, April 15, 2018

Incredulity and Impeachment

I remember Watergate.  In 1972 the conventional wisdom about impeachment was perhaps captured in JFK's Profiles in Courage--the impeachment of Andrew Johnson was wrong, very wrong, and the country was only saved by a Kansas senator's courage (IIRC--not bothering to look it up).  The country had skated up to the edge then but had wisely drawn back.  Impeachment was a constitutional dead letter, almost on a par with stationing soldiers in homes (Third Amendment), possibly used in the odd case of a judge, but not for presidents.

As Watergate unraveled, impeachment started to become possible.  Then in the summer of 1974 suddenly things clicked into  place and the avalanche started.

Will history repeat itself? 

I don't think so--Republican support of Trump seems too solid, but as Watergate shows surprises can happen.

Thursday, January 04, 2018

How Have My Predictions Done II

Not so well on the 2016 election--like most I expected and hoped for Clinton to win and thought the Dems would take the Senate. I did do okay noting the sort of events which could change the complexion of the Senate, although I missed Trump picking a Senator for his cabinet and the subsequent special election. (On Presidential politics I'm 0 for 2--predicting Romney in 2012 and Clinton in 2016.)

As for deficits, I thought the 2010 commission would go for a percentage cut like the old Gramm-Rudman-Hollings. I didn't see they wouldn't come to an agreement.  However, I do claim a little credit--the backup to the commission was provision for sequestration (here's the Democrats explanation).

Monday, January 01, 2018

How Have My Predictions Done--I

New Year is time for pundits to review their past work and confess to error.  I'm not a real pundit and don't have the energy to review my past posts.  I have labeled a few of my posts as "predictions" so let's see how they turned out:

Too early to tell whether I'm right that the U.S. will be "white" for ever.

I'm probably right that "farming" jobs are growing (due to the food movement and small farms) but I'm too lazy to update figures past 2013.

A Nov. 4, 2008 prediction looks okay:
  • concern about "peak oil" will fade as oil prices drop. They're now about $130 a barrel, I predict them to fall to $80 by January 1. (Of course, I would have made a similar prediction last year--a big drop in prices.)
  • Obama will win the Presidency in a squeaker.
A discussion of probable terrorist attacks from last year--Nate Silver was, I think, wrong. Certainly Trump jumped on every terrorist attack (except those where the terrorist was on the right), but IIRC didn't expand his powers.

Democrats didn't control Senate in 2016 elections

Gave up forecasting crop prices, but they're down from 2013..

That's enough for today.

Monday, November 13, 2017

Driverless Cars: For Rural Areas?

NYTimes devotes its magazine this week to the subject of driverless cars.  One prediction of 2-5 years for the most ambitious cars which might work for my case. I'm somewhat dubious over some of the crystal ball gazing, but we'll see. 

My own predictions: driverless vehicles will take off first in niche markets: long distance trucking, Uber/cabs, the elderly.  They won't progress as fast with the mainstream of drivers--people like to control their lives and many will be impatient with the granny-like driving that adherence to rules will foster.   A key will be relative cost:  some of us will pay a premium for driverless cars, others will wait to benefit by lower costs on a per-ride basis.

As time goes by we'll have to change the traffic rules, but that will be difficult with a mixture of vehicles.  

One big hurdle will be rural areas.  At some point, population density will be so low that a driverless Uber/cab service doesn't make sense--it will take too long for the vehicle to get to the user.  For such areas the cost of the driverless car will have be to be less than the cost of the driven car.

Tuesday, September 26, 2017

Puerto Rico and Disaster III

I suspect when the federal response to Irma and Maria in the Virgin Islands and Puerto Rico is studied by academics, the conclusion will include these points:
  • FEMA's usual disaster response implicitly assumed that the disaster is on the mainland, not on islands.  So its capacity to respond to island disasters was limited.  For example, recognizing that power crews would need their trucks transported to the island.  (To me this is another aspect of a general rule that island life is limited--so some (all?) species tend to grow smaller on islands, etc.)
  • FEMA was able to learn from prior mainland disasters (like Katrina and later ones), partly because of feedback from the affected areas, feedback often routed through federal elected officials--representatives and senators.  For example, after Katrina the agency was changed and Fugate, Obama's head of FEMA, got kudoes from Congress and the press for doing a good job.  But IMHO it's likely the job he did was deficient for PR and VI. 
  • Two problems: the media doesn't pay attention to our Caribbean citizens and their elected representatives don't have the clout that mainland reps do.

Wednesday, July 26, 2017

Clovis Redux

The appointment of Sam Clovis might be in trouble, as he had an interview in 2014 in which he was critical of crop insurance, which has become the basic safety net program for crop farmers.

Interesting times ahead. (I predict he'll backtrack and the Senate will confirm.)

Wednesday, May 10, 2017

I May Be Wrong

On the Comey-Russia thing:

I doubt there's much going on between the Trump campaign and the Russians.  Most likely the Russians wanted to undermine Clinton and Trump wanted to beat her, but I doubt any real collusion.  People in Trump's campaign might have been more aware of Russian hacking than the general public, but I don't see them colluding.

As for the firing, I'd expect an investigation but the major effect will be a continuing distraction from other issues, no impeachment or anything similar.  Trump had the authority to fire the FBI director, however poorly it was handled.

Saturday, April 08, 2017

Prediction for a Democratic Congress: Reverse Congressional Review Acts

This article on the President's accomplishments notes that several of the bills he's signed into law are revocations of regulations as provided by the Congressional Review Act. The CRA provides if the Congress revokes a regulation, the agency cannot later issue a new regulation on the same subject.  There is an exception, however: Congress can specifically authorize the agency to regulate the subject.

My prediction is this means that CRA revocations will become like the Mexico City rule (no federal money for population control info):  each new administration (change of control of Congress) will result in legislation switching the revocations.  That is, when the Democrats regain control of Congress they'll pass a law(s) authorizing agencies to reissue the regulations killed this spring by the Republican Congress.  An interesting question: under the Administrative Procedure Act would the agencies be able to bypass the proposed rulemaking process if the regulation is reinstated verbatim?

Tuesday, March 14, 2017

Laws Need Enforcers

Congress can pass laws and the President can sign them, and the supporters applaud and then....

If there's no bureaucrat taking action, nothing happens.

The latest case of that: a revision in FOIA law:
"Among the new law’s requirements are giving those seeking information at least 90 days to file appeals of denied requests, not charging inappropriate duplication fees and informing requesters of their rights to advice from agency or governmentwide FOIA ombudsman offices"
 The GovExec article says a number of departments haven't implemented the law 9 months after signature, including USDA.   The lead office is in Justice.  I'm going to guess that there won't be 100 percent compliance by this time next year.

Monday, March 13, 2017

Why America Will Be "White" Forever

It's common to see predictions like the U.S. will become majority minority 30 years or so from now, just as California and Texas as majority minority now.  I've no problem with these predictions, or with the reality when it arrives (I'll be scattered molecules by then), but I want to note that the validity of the prediction depends on the definition of "minority" not changing between now and 2050.

But definitions of ethnicity and race are socially constructed.  Just ran across an interesting proof of this:
 This BBC News site is on the gender pay gap in the UK.  But what interests me are the ethnic breakdowns (because the gap varies by ethnicity):
  • White Irish
  • White Other
  • White British
  • Black Caribbean
  • Black African
  • Indian
  • Chinese 
  • Pakistan/Bangladeshi
To me it's a reminder that ethnicity/race is socially constructed.  Note that there are three "races" represented--Caucasian, Asian, Blacks, but that's imposing American categories as of 2017.  There's no discussion of the categorization, and I'm making the possibly wrong assumption that the UK often uses these categories.  Apparently for the UK the differences among the ethnicities are big enough to force race into the background. I'm certainly aware that the Brits were more prejudiced against the Irish than the U.S.  And because the U.S. has more immigrants from different countries (i.e., Vietnam, Philippines, South Korea) we don't usually divide Asians by country or religion (i.e. the Pakistan/Bangladeshi versus Indian and Chinese distinction.)

What I predict will happen over the next 30 years is this: the definition of "white" will change so that it includes the majority of Americans, regardless of their heritage.
  •  In part this will reflect the confusion caused by intermarriage.  In the Washington Post magazine an Indian-American woman writes: "But in 2017 America, my particular jambalaya of “features” frequently has me mistaken for Ethiopian. Trinidadian. Colombian. African American. It depends on which city I’m in, what I am wearing and, more often than not, who is doing the asking."  That's an example.
  • In part this will reflect the logic of discrimination--what is the purpose of a "minority"?It's to define the majority, meaning that a "majority-minority" nation loses the inestimable virtues of being discriminatory, of defining the "other".  So the solution will be either to shift the definition of "white" so it includes the majority (you can see that in attempts to define Obama as not really black) or to bring to the fore another term which applies to most Americans. I can't think of one now, which is why my bet is on "white".
This is what we've done before, successively redefining "us" to include more than Anglo-Saxons, more than Brits, adding Germans, Eastern Europeans, Southern Europeans, etc.

Thursday, March 02, 2017

A Successful Four Years? Our President Learns?

Here's how Trump has a successful four years:
  • give cabinet members leeway to do their own thing
  • dominate the news media using his time-tested schtick
  • make proposals which sound good but which may not come to fruition
  • have a handful of real accomplishments
So lots of sound and fury which appeals to the Republican base while the executive branch handles the daily stuff, mixed with some real accomplishments to appeal to those outside the base.  This is somewhat like the Reagan formula.  He was never very involved in detailed policy or administration, and was more flexible than expected.

Newt Gingrich said something in the paper in morning about Trump being a good learner.  Others, including Gail Collins in the Times today, say he's very curious in small meetings and asks a lot of questions.  So here's a hypothesis:  Trump gets good reviews from acting Presidential Tuesday night.  That represents the "swamp" (aka the established political order) rewarding him for conforming to its norms.  If Trump truly does learn, which is to be proven, and he truly does crave praise, which seems well proven, then he will gradually alter his behavior so he's more like a conventional president.  So what we're seeing now is a process where the establishment is punishing and rewarding Trump for his behavior.


I think the hypothesis is reasonable.  However how likely to change is a 70-year old man?  Not very, I'd say.  On the other hand, he doesn't have a long history as a political actor, so maybe more likely than Nixon, who tried to change every few years.  There's also incentives to stay the course, maintaining faith with his supporters, and close associates. 

Conceivably if the hypothesis works, and Trump is lucky with the economy and foreign policy he'll have a successful presidency. 

Saturday, February 18, 2017

How We Get to 2020

The road to 2020 is obscured by fog.  What could happen:

Republicans

There's some chance that Trump will not run for reelection in 2020--how:
  • He could die or be incapacitated by natural or unnatural causes.  We've had two presidents die in office from natural causes; four from unnatural and it's been 54 years since the last assassination. He doesn't have the healthiest lifestyle and he is 70, but his parents were long-lived (88 and 93)
  • He could be so unpopular that he bows to the inevitable and bows out, following the example of LBJ.
  • He could be denied the Republican nomination and not run on a third party ticket.
  • He could be impeached and convicted or resign.
  • He could be removed through the 25th Amendment.
The likelihood is that he runs:
  • Possibly with a divided party, perhaps one where the "Never Trumps" have been reinvigorated by scandals and fiascoes and/or where Trump's attempts to carry out his promises have proved ineffective.  Two dimensions to this: the domestic economy--does it continue plugging ahead for 4 years with no rejuvenation of coal and manufacturing employment, does it fall into recession or does inflation come back?  And foreign affairs--do we have have a major terrorism attack, one or more wars, a failure to build the Wall?  If the party is divided, he might have the Republican nomination but only after a primary challenge, like Carter and GHWBush,  Or the party might split, with a challenger Republican also on the ballot, such as Kasich or Cruz. Or an independent, like John Anderson running towards the center in 1980.
  • Possibly as the head of a united party, as Nixon and Reagan did. This assumes that he turns out to be a superb tactician, able to keep united support by a Chinese menu approach to governing: a couple things for the evangelicals, something for the nationalists, something for the populists, and the odd surprises for the moderates.  (This could be due to conscious calculation, deft guidance from his staff and advisers, or interaction of his personal short attention span and desire to please. Or it could be he ends up acting as a monarch, reigning without ruling, providing circuses to amuse the populace.)
 Odds: Trump doesn't run--10 percent, Trump runs with divided party--50 percent, Trump runs with united party--40 percent.
Democrats

The party could be:
  • mostly united around one candidate, realizing that the only way to defeat Trump is to be united, and finding a candidate attractive to all segments of the party. (Michelle might fit these criteria, but I don't see any one with similar attractions on the horizon.)
  • split, with most of the Democratic party supporting a candidate on the left, leaving moderates to support a splinter party in the center. some Democrats allying with the Green Party or a new party or a faction of the Republican party. This would be the result of the Democrats getting so caught up in opposing Trump that they move the party way to the left. Think of George McGovern and the opposition to Vietnam and Nixon, though his nomination was perhaps mainly the result of Chappaquiddick knocking out Ted Kennedy and dirty tricks knocking out Ed Muskie and the 1972 third party was going to be George Wallace until Bremer knocked him out.
  • split with the Democratic party supporting a more centrist party, with the left merging with the Green Party.  
Odds: Democrats united--20 percent, Democrats split with left dominant--50 percent, (This is the alternative I fear the most.) Democrats split with right dominant--30 percent.

NOTE:  Nate Silver outlines 14 different scenarios, all of which are conceivable, even the one in which Trump turns out to be a great president (which roughly equates to my running with a united party..