Author Archives: Tom Arms

Tom Arms’ World Review

Israel

Israel has won the war with Hezbollah. That is if the ceasefire recently announced takes effect as planned.

If Hezbollah has lost then so have backers Iran and the Palestinians in Gaza and on the West Bank. Hezbollah was the keystone in Iran’s “Axis of Resistance.” It effectively turned Lebanon into a buffer state between Israel and Iran.

As for the Palestinians, the late Hezbollah leader Hassan Nasrallah ordered the rocket attacks on northern Israel with the promise that they would continue until there was a ceasefire in Gaza.

The ceasefire agreement makes no mention of Gaza. Israeli forces continue to fight there. Benjamin Netanyahu has severed the link between Hezbollah and Gaza and between Iran and Gaza. This has in turn given him a free hand in dealing with the Palestinians both in Gaza and the West Bank.

He is further aided by the re-election of Donald Trump. The president-elect has been vague about his Middle East policy. He is known for his unpredictability. But the appointment of Mike Huckabee as ambassador to Israel provides some hints. Huckabee is opposed to the two-state solution and has hinted that he supports Israeli annexation of the West Bank and northern Gaza.

Surprisingly, opinion polls indicate that only about half of the Israeli population support the ceasefire agreement. Why is unclear.

The agreement says that Israeli and Hezbollah forces must withdraw from territory between the Israeli-Lebanese border and the Litani River which is roughly 30 miles north of Israel. Hezbollah would completely disarm. The buffer zone would be occupied by 10,000 UN troops and 10,000 troops from the official Lebanese army with financial backing from the US and France.

Israel cannot launch offensive operations against Lebanon, but it has the full backing of the US to launch “defensive” operations. “If Hezbollah violates the agreement and tries to arm itself,” said Netanyahu, “we will attack. If it tries to rebuild the terrorist infrastructure near the border we will attack. If it tries to launch a rocket. If it digs a tunnel. If it brings in a truck carrying a rocket, we will attack.”

Israel has clearly abandoned the search for a political resolution and put all of its hopes and dreams into the military option.

United States

The threatened 25 percent tariffs on Mexico and Canada will hit them hard. Eighty percent of Canada’s exports are to the US. The same figure applies to Mexico.

But they will also damage the American economy. America needs Mexico’s $19 billion of machinery, electrical equipment and fruit and vegetables. About half of US fruit imports come from Mexico. And if you fancy avocados, 90 percent of America’s avocados are grown in Mexico.

Transferring that production to the U.S. would be difficult, especially since about half of the 2 million agricultural workers in the U.S. are undocumented Mexicans. At the moment they are protected by a visa system that gives legal status to agricultural workers. But Trump has vowed to end that which would seriously impact the $1.5 trillion American fruit and vegetable industry.

Undocumented workers also make up 60 percent of the work force of the construction companies in the southwest. One construction official complained that deporting them “would devastate our industry, we wouldn’t finish our highways, we wouldn’t finish our schools. New housing would simply disappear.”

Canada exports a wide range of products to the U.S., including up to 30 percent of the oil consumed by America. Refineries in the mid-west and Pacific Northwest are especially reliant on oil pipelines from Canada. GasBuddy’s head of petroleum analysis, Patrick De Haan, reckons that a 25% tax on Canadian crude oil would increase gas prices in the Midwest and the Rockies by 25 cents to 75 cents a gallon,

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Observations of an Expat: Fentanyl

Fentanyl is a nasty synthetic opioid. It is 100 times more potent than heroin and 50 times more potent than morphine. It is, not surprisingly, also many times more addictive.

In 2023 an estimated 75,000 Americans died of fentanyl overdoses. As little as two milligrams of fentanyl—roughly equivalent to a few grains of salt—can kill you. A large number of the 2.5 million US opioid addicts are fentanyl users.

Because it is highly addictive, Fentanyl is replacing—some say has replaced—cocaine and heroin as the product of choice of the drug cartels. Heroin exports are also being laced with a grain or two of fentanyl to increase the user’s dependence on the drugs.

All of the above goes some of the way to explaining why President-elect Donald Trump has linked the totally separate issues of immigration and fentanyl exports and threatened to slap a 25 percent tariff on imports from Mexico and Canada and a 10 percent tariff on Chinese imports unless they close down the fentanyl-producing laboratories and the smuggling operations. Of course, life is never that simple.

Let’s start with Mexico. The Mexican drug cartels are the major culprits. In the first nine months of this year, US Customs seized 16,000 pounds of fentanyl at America’s southern border. That is 7.24 billion lethal doses.

The illicit trade is dominated by the Sinalo and Jalisco New Generation cartels. They have taken the billions they have earned from drugs to invest in mining, agriculture and, of course, political respectability. They have become an integral part of the Mexican business and political establishment with legal and illegal operations in 40 countries. They will be difficult to root out. To complicate matters they operate a franchise system so that each production and smuggling operation functions separately from the centre.

The Chinese were targeted by the Biden Administration, and since 2019 illegal exports of fentanyl to the US and to Mexico for transhipment to the US have dropped dramatically. But the chemical components that comprise the synthetic drug are still being shipped to Mexican Laboratories for assembly. As each of the components is completely legal it is difficult to prevent their production and export.

It is a bit of a mystery as to why Trump has included Canada on his list. In the first nine months of 2024 US Customs sized just 40 pounds of fentanyl heading south from America’s northern neighbour. It is also an enigma as to why Trump included Canada in his target list for illegal aliens. In 2023, US border control stopped 12,200 illegal aliens from crossing the US-Canada border. This compares to 2.48 million from Mexico. It is more likely that Trump is trying to undermine liberal icon Justin Trudeau before next year’s federal elections.

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Tom Arms’ World Review

COP 29

COP 29 is in trouble. It was inevitable. This year’s climate change conference is in oil-producing Baku, Azerbaijan, and host president Ilham Aliyev is using the conference to push oil and gas as “a gift from God.”

This is encouraging the Saudis who are working hard to strike the phrase “transition away from fossil fuels” from previously agreed communiques.

Then there is the question of the transfer of money from the developed to the developing world; partly to compensate them from the effects of climate change problems created by the industrial north and partly to help them transition away from fossil fuels to clean, green energy.

Previous communiques talked about $100 billion. Now it is generally agreed that $1.3 trillion is a more realistic figure. A big fine, global figure which is facing the problem of devilish detail. What for instance, constitutes a developing country. Officially Saudi Arabia, China and India are all developing countries. The Saudis are as rich as Croesus, China has the second largest economy in the world and India the fourth and will soon be third.

And how will this transfer of $1.3 trillion be organised? Will it be hand-outs which might well end up in some dictator’s Swiss bank account? Will private investments which can create a return for the Western investor be counted in the $1.3 trillion, or research and development grants? All this is being negotiated as I type and will probably be unresolved long after the conference ends.

In fact, the protracted negotiations are proving to be an insurmountable hurdle for the understaffed Azerbaijani diplomatic service. They have been forced to turn to the British and Brazilians to help sort out the muddle and—hopefully—produce a communique.

Any real progress is likely to have to wait until the next COP summit. But that is unlikely to achieve anything because the world’s second largest polluter and the world’s largest per capita—the United States—will not be attending. Donald Trump has promised to withdraw from the COP summits and “drill, baby, drill.”

Israel

Israeli Prime Minister Benjamin Netanyahu and his sacked defense minister Yoav Gallant this week had arrest warrants issued for them by the International Criminal Court at The Hague. Hamas leader Mohammed Deif has also been charged but he is unlikely to ever appear in court simply because he has been killed by the Israeli Defense Forces.

There are 123 countries who are signatories to the ICC. This means, according to international law by which they have pledged to abide, if Netanyahu, Gallant or the ghost of Mohammed Deif, step on their territory, they must arrest them.

Britain and the Netherlands have confirmed that Netanyahu faces such a fate if he dares to visit them.

America has condemned the arrest warrants as “outrageous” and said that the Israelis are safe with them. Well, they have a legal out. The Clinton Administration signed up to the ICC and its obligations but George W. Bush “unsigned”, so the US is under no legal obligation to work with the court. Other countries which are not signatories are Saudi Arabia, Iran, Russia and China.

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Observations of an Expat: One Down

One down. A lot more to go.

The infamous and totally unsuitable Matt Gaetz on Friday withdrew his name for consideration as Donald Trump’s Attorney General.

The world heaved a sigh of relief. Trump must have been furious. Gaetz was just the sort of MAGA loyalist he wanted as the nation’s top cop. As Gaetz has demonstrated repeatedly in the past, he would do whatever Trump told him to do.

The demise of former Congressman Gatez wasn’t a real surprise. He is one of the most unpopular lawmakers on Capitol Hill. He is regarded as a bombastic egotist tainted with allegations of drug abuse and under-age sex.

He resigned his seat from Congress in order to prevent publication of the Congressional Ethics Committee report which detailed his nefarious activities. The committee is not supposed to publish reports on former members of Congress. He withdrew from the Attorney General’s job when he heard that old and new allegations were about to surface anyway.

Gatez, however, is only one of many potential Trump appointees who expose the president-elect’s contempt for social norms and the rule of law. He sees his election as a mandate to disrupt the American government and then rebuild it again in his image. His choice of appointments reflect this.

Total control of the Department of Justice and the FBI is a top Trump target – Gaetz as Attorney General would have been in charge of both institutions who by convention work independently of the executive branch. The Department of Defense is another because he wants a loyal military to be used – if necessary – for domestic security.

That is why he has nominated Peter Hesgeth, a Fox News presenter, whose two qualifications for the job was that he served as a National Guard officer in Iraq and Afghanistan and – more importantly – he is a far-right Trump loyalist.

Donald Trump had problems with the military during his first term. They refused to become embroiled in politics. The generals, admirals and other senior officers, argued that their loyalty was to their personal oath to the US constitution rather than to an individual.

Hegseth wants to change that. He has proposed sacking generals who are not right-wing enough. In the Hesgeth playbook everyone who is not a Trump loyalist is a “Marxist” and must be “annihilated.” In his book American Crusade Hesgeth wrote chillingly: “The hour is late for America. Beyond political success, her fate relies on exorcising the leftist spectre dominating education, religion, and culture – a 360-degree holy war for the righteous cause of human freedom.”

And as for democracy, well Hegseth claims that the founding fathers did not want the United States to be a democracy and their views – or his interpretation of those views – should be respected.

Like Trump and Gatez, Hegseth has a sex charge allegation hanging over him. In 2017, a woman accused a drunken Hegseth of sexually assaulting her. She dropped the charges after being paid $10,000, but rest assured the issue will be raised during his Senate confirmation hearings.

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Tom Arms’ World Review

Trump is bad news for NATO. 

He damaged it in his first term and again during his campaign when he repeatedly threatened to either withdraw from the alliance or refuse to defend members that failed to meet the target of defence spending of at least two percent of GDP.

“We have been treated badly,” he told a Wisconsin election rally in September, “so badly, mostly by our allies. Our allies treat us actually worse than our so-called enemies. In the military, we protect them, and then they screw us on trade. We’re not going to let it happen anymore.”

Trump has threatened tariffs of up to 20 percent on EU and British goods. The clear implication is that if they want those tariffs reduced or eliminated then Europe’s NATO members will have to accept to spend more on defence which will allow the US to reduce its commitment. It is called transactional diplomacy.

Of course, Trump’s policy does not take into account that by beggaring his allies he also reduces their ability to spend more on defence.

Trump’s policy towards NATO is unpopular with the wider American public. More than 70 percent say they are enthusiastic supporters of the Alliance. This position was mirrored in July 2023 when—in a rare moment bipartisanship—Congress passed legislation which required US withdrawal from NATO to be approved by a two-thirds majority of the Senate, or through legislation which gives Congress a bigger say in overseeing alliances. The legislation was co-sponsored by Marco Rubio who has been tipped for the job of Trump’s Secretary of State.

The legislation, however, does not prevent Trump from closing bases, withdrawing troops or stopping investment or expenditure. Under the constitution, the president has wide powers to make and break treaties and order troops to occupy or withdraw from every part of the world. Trump, if he wanted, could hollow-out America’s commitment to defend Europe and leave America a semi-detached member of the alliance.

So European members of NATO remain NATO. But they sit easy compared to Ukraine.

Ukrainian President Volodomyr Zelensky is terrified

The election of Donald Trump raises the real possibility that his country’s lifeline of American military aid will come to a shuddering halt and push Ukraine under the heel of the Russian boot.

Trump has repeatedly opposed the economic drain of aid to Ukraine. He has added that if elected he would end the Ukraine war “in a day.”

The president-elect refuses to go into specifics, but there was a possible hint in a paper written in May by two of Trump’s former security advisers, General Keith Kellogg and Fred Fleitz.

They suggested that a Trump administration could propose immediate peace talks and a ceasefire based on current military positions. Ukraine would maintain its claim to territories currently occupied by Russia, leaving open the possibility of reunification at a later date. NATO membership—and possibly EU membership as well—would be taken off the table and pushed into an unknown future.

If Ukraine refused the American proposal then the Trump Administration would decrease American military aid. If Russia refused then the US would increase military aid to Ukraine.

Trump’s election could not have come at a worse time for Zelensky. The German government of Olof Scholz is on the verge of collapse. Europeans cannot continue the necessary support on their own and everyone is worried about the new international dimension created by the insertion of 10,000 North Korean troops.

At the same time the war on the ground is not going well. The Russians advance slowly but surely. They recently took the mining town of Selydove.

President Zelensky has ordered the call-up of 160,000 young men over the next three months, which has sent thousands into hiding. Without American support, Ukraine cannot withstand the Russian military steamroller.

Israeli Prime Minister Benjamin Netanyahu is cock-a-hoop

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Observations of an ex pat: Moral compass discarded

The world’s liberal democracies suffered a major defeat this week. Its autocracies have chalked up a major win.

Illiberal populist demagogues have for the past few years scored a series of outright victories, or, at least significant advances in the world’s democracies—Hungary, Israel, Georgia, Slovakia, Italy, the Netherlands, Germany, Spain, Portugal, Sweden…. They have all swung their political barometers towards the far right.

And now, the biggest prize, the United States, has been secured by an angry misogynistic, racist, iconoclastic, divisive, narcissistic, nationalistic, vindictive, authoritarian, mercurial, dishonest, lying, corrupt convicted felon.

The impact of the re-election of Donald J. Trump will have a resounding impact on the world. It has already left a deep and damaging impression on America’s moral standing in the world.

In 1630, as the ship Arabella crossed the Atlantic towards the struggling Massachusetts Bay Colony, future colonial leader John Winthrop gave a sermon in which he expressed the hope that the colony would become a “Shining City on the Hill”—ie a moral example to the rest of the world.

That is how America has projected itself since before independence in 1776.  In reality manna has too often triumphed over morality. But through the centuries Americans have fervently clung to their shining self-image and many others around the world have bought into it—until now.

Americans are angry. On the domestic front they are angry at an amorphous “deep state” which has failed to deliver the perpetual prosperity they have come to expect. They are angry at the rest of the world for what they see as exploiting their better nature.

Americans are also scared. They are scared of losing their jobs to low-paid illegal immigrants. They are even more scared of losing their cultural identity. And on the international front, they are scared of being knocked off their plinth by the Chinese.

So Americans have elected an angry man who has successfully tapped into a rich political vein of fear. He will do well out of it. For a start, Donald J. Trump has avoided prison and will now undoubtedly use the presidency to augment his several billions.

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Tom Arms’ World Review

Georgia

If you have a fortune of $5 billion-plus in a country with a GDP of £$24.6 billion you will be a whale in a puddle. Such is the fate of Georgia Dream Party founder and chief backer Bidzina Ivanishvili.

And, if you are willing to part with some of your fortune, you can bend the political structure and electoral systems to your will. Ivanishvili is accused of doing just that in the recent Georgian parliamentary elections which the Dream Party won with 53 percent of the vote,

Bidshina Ivanishvili was born into humble beginnings in 1958 but when the Soviet Union collapsed he moved to Russia to grab what he could in the great Russian carve-up. He ended up with a multinational conglomerate encompassing banking, real estate and heavy industry. He returned to Georgia and in 2011 decided to try his hand at politics by forming the centrist, pro-EU Georgia Dream Party.

Backed with Ivanishvili’s fortune, the Georgia Dream Party won a landslide victory in 2012 elections and Ivanishvili became prime minister. He stepped down a year later saying that he had achieved all his goals and wanted to private life.

But Ivanishvili’s money insured that he remained the power behind the throne. And from that position he subtly tilted the Dream Party towards Russia. At the same time he sought membership with the EU. His behind the scenes influence led critics to brand Ivanishvili the “shadow leader.”

As the years passed it became increasingly difficult to walk the political tightrope between the goal of EU membership and the looming shadow of the bear. To keep Russia happy Georgia Dream introduced anti LGBTQ laws and a Foreign Agents Act. Both laws closely mirrored Russia’s laws on both issues. They also breached EU human rights provisions. As a result the EU broke off negotiations with Georgia.

Georgia Dream’s tilt to Russia was unpopular. Polls showed that 80 percent of Georgians wanted to move closer to the EU as protection from Moscow. All the indications. All the opinion polls, were that after three terms in office, Georgia Dream Party, would lose last week’s election, especially when they campaigned on a promise to ban opposition parties.

They won with 54 percent of the vote. The Opposition, EU election observers, President Biden, and even Georgian President Salome Zourabichvili, called foul. They claimed that Ivanishvili’s Dream Party was guilty of “bribery, intimidation and ballot-stuffing.”

The allegations were rejected by Ivanishvili and Dream Party Prime Minister Irakli Kobakhidze. They were welcomed by Hungary’s Vilktor Orban who hopes that eventually Georgia will become another “illiberal democratic” member of the EU. And the Russian bear? It stopped being silent and cheered.

Japan

Japan is a different democratic country. That is the reason for the lack of excitement in the wake of the long-ruling Liberal Democratic Party’s failure to win a majority in the recent election.

The Japanese political system did not evolve over centuries like its Western counterparts. It was imposed on a socially conservative society with a strong respect for traditions, authority and seniority.

The result is a deeply Japanese political foundation with a democratic veneer, but a veneer which Japanese have come to treasure as much as their traditions.

The big word in Japanese politics is “wan” which is defined as being focused on consensus building and group harmony. It contrasts with the adversarial nature of Western politics

The electoral system reflects this consensus building nature. It is a mixed first past the post constituency-based system and proportional representation. The result is that quite often elections lead to a disparity between percentage of votes received and the percentage of seats in the Diet (the Japanese parliament).

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Observations of an Expat: Foreign Policy Impact of US elections

A Kamala Harris win this week is not good news for the UK and Europe. A Trump win is much, much worse.

Trump’s “America First” campaigns has fed a latent US isolationism which has forced the Democrats to adopt some of his policies, because, like it or not, America is a democracy and the president elected to represent all Americans.

According to one poll, only 22 percent of young Americans support involvement in the Middle East. Half of Republicans think that the US is supplying too much aid to Ukraine and only 44 percent of Republicans think that the US should play a leading role in the world. Democrats are more internationally minded with 65 percent in favour of an active foreign policy. The good news is that NATO has popular support with a bipartisan 70 percent approval rating. The fact is, however, that America is moving into its shell at one of the most dangerous periods for the world since the end of World War Two.

America’s diplomatic corps would be hard put to meet expectations even if there was a swell of opinion in favour of increased global involvement. It is still reeling from the Trump years when budgets were cut by 30 percent, ambassadorial posts were left empty and 60% of the diplomatic corps left either in protest or cutbacks. Biden has increased budgets but the damage done by Donald Trump will take years to repair.

Trump, of course, regularly threatens to withdraw from NATO. Biden and Kamala Harris have recommitted to the alliance but it was a Democratic president—Barack Obama—who first attacked NATO allies for failing to spend at least two percent of their GDP on defense. He also unveiled the “Asia Pivot” which shifts the military focus from Europe and the Middle East to East Asia. Trump, Biden and Harris have embraced the Asia Pivot.

Defense costs money and the policies of Trump, Biden and Harris are undermining the economies of UK and Europe. Trump, again is the worst. His tariffs on all imports—possibly as much as 20 percent on British and EU exports will hit exports. It will, of course, also lead to a tit for tat tariff war in which everybody loses—especially the consumer.

Kamala Harris will continue Biden’s $738 billion Inflation Reduction Act” which is peppered with isolationist policies. The IRA includes such things as a $7,500 handout for the purchase of US-made-only electric vehicles, and tax credits only for products made in America. The EU has protested and threatened to take America to the World Trade Organisation. But the WTO has been rendered useless by America’s 7-year refusal to agree to new judges for its appellate body.

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Tom Arms’ World Review

North Korea at al

China is unhappy. So is Belarus. Both countries are worried about North Korea sending troops to Russia in the middle of the Ukraine war.

President Xi Jinping is worried that the move will de-stabilise the Korean Peninsula, escalate and complicate the Ukraine War, increase Russian influence in the Far East and potentially drag China into a head-on conflict with NATO.

Alexander Lukashenko is concerned that the appearance of non-Russian troops in Ukraine will increase pressure on him to send Belarussian soldiers in support of the Kremlin.

Xi hates uncertainty. He likes his foreign policy to run along diplomatic railway lines painted bright red so that others know not to cross them. If there are going to be any spanners to be thrown, he wants to toss them and control their flight and consequences.

He does not like North Korea’s Kim Jong-un. He is uneasy about the hereditary communist dictator’s nuclear arsenal. He supplies the regime with just enough aid and trade to keep them going, but not enough to threaten the status quo. This is because for the past 74 years one of the chief aims of China is to keep Korea divided and to maintain North Korea as a buffer state between the Chinese border and 25,000 American soldiers in South Korea. Anything which threatens to disrupt that policy is bad news in Beijing.

The bromance between Vladimir Putin and Kim threatens to upset this delicately balanced apple cart. Kim will want something in return for his troops. It will almost certainly include Russian military help which will embolden the mercurial North Korean leader and increase the threat to South Korea and Japan.

Belarus is on the frontline in the Ukraine War. The initial attack in 2022 was launched from its territory. Lukashenko is closely allied with Russia and continues to provide bases and logistical support. But Lukashenko knows he is unpopular. He clings to power with the help of the Belarussian KGB (yes, they retained the name of the old Soviet organisation). Committing his small military force of 50,000 to the Ukraine War would be unpopular and threaten his rule.

By the way, just everyone else is also unhappy about North Korean troops fighting in Ukraine.  It adds a new and dangerous dimension by internationalising the conflict.

Russia

Russia is unhappy too. The recent referendum in Moldova on closer ties with the European Union did not go the way the Kremlin wanted. It was extremely close: 50.46 percent in favour of closer ties and 49.54 percent against.

The Russians did everything they could to push the vote the other way. They played fast and loose with bribery, intimidation and misinformation. A BBC reporter was filmed being approached by a voter asking for the payment she had been promised.

The misinformation focused on an expensive advertising campaign which claimed the EU planned to brainwash Moldovan children to turn gay or transgender. The gay community is generally unpopular throughout Eastern Europe.

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Observations of an Expat: Trump Told You So

Dear Trump Supporters,

I thought of writing this open letter after the elections. But I decided that would be pointless because you really needed to read it before you voted.

Also, if I wrote it after the election, it was going to be an I-told-you-so missive which is never a nice thing to do, although it is very satisfying to the writer.

So, having dismissed the two options above, I thought the best thing to do is write a “Trump Told You So” letter or, as the election is yet to happen, “Trump Is Telling You So” letter.

The thinking behind my letter is that all you have to do is believe the words coming out of the man’s mouth to decide to cast your ballot for Kamala Harris. If you can’t bring yourself to do that, don’t vote at all, write-in your mother-in-law’s name or put an X next to the name of a third party candidate.

This letter will also include the actions of Donald Trump as well as the words because, as we all know, actions speak much, much louder than words.

Let’s start with the hot topic of immigration. Trump has said he wants to deport 20 million immigrants. Think about it. Twenty million people, some of which are certain to be your friend, neighbour, colleague, maybe even a relative.

And where will these 20 million be kept while waiting to be flown to the countries they fled. Rest assured, they won’t be staying at the local Hilton.

Finally, what about the cost? Twenty million people will be taken out of the economy. That it is twenty million people who produce and buy goods and services. If all they earned was $30,000 a year that means $600 billion would be taken out of the economy. But that is nothing compared to the price tag for police and enforcement agents to implement Trump’s plans.  It is estimated that will cost the taxpayer $850 billion.

As we are talking about money, how about Trump’s wider economic policies the key points of which are tariffs and taxes. Trump wants a 10-20 percent tariff on all imported goods and tariffs ranging from 60 percent to 500 percent (depending on which rally you attend) on Chinese goods.

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Tom Arms’ World Review

Middle East

Every geopolitical shift offers opportunities and dangers. The escalating war in the Middle East is no exception.

At the moment the world is focused on the dangers. But the opportunities are there as the major players realise the need to step back from the brink and consider measures that were hitherto unthinkable in order to avoid a catastrophe nobody wants.

The biggest opportunity could involve Iran’s nuclear weapons programme.

There is a strong body of opinion in the US and Israel that the best way to deal with Iran’s nuclear weapons programme is to destroy it. The problem with that is three-fold:
1- You cannot destroy the know-how
2- the necessary installations are deep underground, heavily protected and would probably require direct American involvement and
3- Destruction of Iran’s nuclear installations would only increase hatred of Israel and the US.

Many Israelis and Americans also fear that a religiously-zealous Iran would use nuclear weapons against Israel—and possibly the US—as soon as they acquire them.

Rubbish. The Iranians may be religious extremists, but they are not stupid. They know that they would be wiped out in any nuclear exchange.

To them a nuclear weapon is a deterrent against an Israeli—or possibly joint US-Israeli—nuclear or overwhelming conventional attack.

However, nuclear weapons do give Iran greater flexibility in any conventional scenario as any potential enemy would think twice about attacking a nuclear-armed Iran. This would mean a serious movement in the Middle East goalposts.

So how can the US (with Israel looming large in the background) and the Mullahs avoid escalation and a nuclear Iran. From the Iranian side, Washington would expect Tehran to immediately stop refining and testing missiles and enriching U-235 and converting it to fissile material. From the US-Israeli side, Iran would expect guarantees that Iran would not be attacked by either Israel or the US.

Iran is reckoned by the CIA to be seven months away from having THE bomb. An agreement could freeze development at the current level—or slightly more advanced– so that if it was attacked, Iran could quickly move to a nuclear capable position.

The above scenario is not impossible. According to intelligence sources, Supreme Leader Ayatollah Ali Khameini has not given the final go-ahead for nuclear weapons. He has also told newly-elected President Masoud Pazeshkian that he can resume nuclear negotiations with the five members of the Security Council and Germany.

There are other important tangential issues including: Iranian support for Russia’s war in Ukraine; Iranian support for Hezbollah and the Houthis; Israeli attacks on Hezbollah; Saudi and UAE attacks on the Houthis; the Syrian civil war; Western sanctions against Iran and Iran and China’s growing economic co-dependency.

All of —or some of—these issues could be dealt with as part of nuclear talks. Or nuclear talks could open the door to separate discussions on these problems.

European Union

British Foreign Secretary David Lammy has called it the “EU Reset.” It started this week with Lammy attending a regular meeting of EU foreign ministers in Luxembourg. The Foreign Office has promised more of the same.

The talks were on big global security issues—China, Russia, Ukraine, the Middle East, US elections—all those things on which it is very easy for the UK and EU to agree. Not on the agenda was the EU-UK 2020 Trade and Cooperation Agreement (TCA) which continues to bedevil or threaten to bedevil EU-UK relations.

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Observations of an Expat: Navalny v. Putin

Alexei Navalny’s memoirs are adamant: Putin’s Russia is based on corruption and “lies, nothing but lies.”

“It will,” he has written,  inevitably “crumble and collapse.”

The late Navalny’s scathing assessment is a central theme in his memoir “Patriot” which is published this coming week in 11 different languages.

Russia is a modern-day feudal state wrapped in the flag of nationalism and plagued with corruption, bribery, kleptocracy, cronyism, a crooked judicial system, and suppressed media and personal freedoms.

There are an estimated 100 oligarchs at the top of the Russian heap. Their cumulative net worth is about $500 billion. The exact number of oligarchs is constantly shifting as the man at the apex of this structure—one Vladimir Putin—likes to keep his underlings on their toes by firing, imprisoning and assassinating any oligarchs that dare to veer from fawning fidelity.

Putin himself is one of the wealthiest man in the world with estimates of his net worth ranging from $180 to $200 billion. His money is derived mainly from kickbacks and bribes from oligarchs who rely on his favour for their billions. Transparency International’s Corruption Perceptions Index ranks Russia at 141 out of 180 countries.

A prime example of this feudal-type corruption is the 2014 Winter Olympics at Sochi. At $50 billion they were the costliest Olympics in history. They didn’t need to be. It is estimated that a third of the bill went in kickbacks and cost overruns. The contractors were childhood friends of Putin, Arkady and Boris Rotenberg. Their construction company was the only one allowed to bid for the Sochi contract. They secured the contract to build the Kerch Strait Bridge linking Russia and Crimea on the same terms.

Exposing Russian corruption is a risky business. Navalny was a leading exponent of it. He was poisoned with Novichok in 2021. After recovering in Germany, he returned to Russia to be immediately arrested and imprisoned. He died in a remote prison in February.

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Tom Arms’ World Review

France

As I sat down to write, French Prime Minister Michele Barnier was making last minute adjustments to his budget before presenting it to the National Assembly.

So, there may be a few unintentional omissions from this piece, but not too many because the problems of the French economy have been widely circulated in advance of the Barnier budget.

On Friday morning Barnier was widely expected to introduce an austerity budget of cuts and higher taxes totalling $66 billion – or two percent of the French GDP. Two-thirds will come in cuts in government spending and one third in tax increases.

The savings will come from a six-month delayed pension increase and $20 billion in cuts to government departments. The newly-appointed Barnier also wants to cut local government subsidies for businesses. To raise money, Barnier plans to introduce a temporary super tax on firms with more than a $1.1 billion turnover and households with earnings over $547,000.

The super tax is likely to have no problem in the French legislature. There is very little sympathy in France – or most everywhere else – for the rich. Pensioners are another problem. National Rally leader Marine Le Pen has already accused the government of “stealing from the elderly.” As for government cuts, the devil is in the detail and those details will only become clear in the coming weeks of debate.

It is clear, however, that something must be done to deal with the government deficit which is expected to exceed six percent of GDP in 2024.

President Emmanuel Macron had a reputation as a good money manager. And back in January 2020 he appeared to have the economy under control. Then the pandemic struck. Macron pledged to “protect” the French people “whatever it costs.” Government spending leapt to 59 percent of GDP – more than Germany or Spain or any other OECD country.

As the pandemic eased, Russia invaded Ukraine and the price of oil and grain rapidly rose along with almost every inflation marker. Macron’s economic plans went out the window.

But the parlous state of the French economy is not Barnier’s only problem. He is prime minister of a minority government with France’s left and right wing parties broadly united in their opposition. But not completely, Le Pen’s RN favours cuts in government but not cuts in pension payments.  The left joins them on behalf of pensioners but also opposes any cuts in government spending.

Barnier’s hope is to gain broad support from the Gaullist parties and then play off the left and right over specific aspects of France’s finances.

The budget has to be agreed by December. If Barnier fails to win the support of a majority of the National Assembly then he has the option of using emergency measures to push it through. But that is highly unpopular and could easily lead to the collapse of his government.

United States

Trump may have broken the law – again. This time the law in question is known as the Logan Act.

The Logan Act was passed in 1799 shortly after the creation of the United States. It makes it illegal for private individuals to conduct diplomacy or negotiations with foreign governments without authorisation from the federal government. Breaching it can cost a fine and three years in prison

The law makes sense. The Secretary of State – or any of his officials – don’t want their efforts being contradicted or undermined by an individual negotiating with a different agenda.

According to the latest book by investigative journalist Bob Woodward, Donald Trump spoke with Russian president Vladimir Putin at least seven times since leaving the White House. Of course, they may have just been exchanging recipes or discussing when to send Putin the latest health care products. That, however, seems unlikely given wars in Ukraine and the Middle East.

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Observation of an Expat: Florida – The Submersible State

Hurricanes are only part of Florida’s climate change problem.

That is not to in anyway minimise the dangers of extreme weather. Hurricane Helene is estimated to cost up to $47.5 billion and 227 lives. Milton, which struck only 22 days later has so far taken 11 lives and left three million people without power.

But more insidious is the impact rising sea levels are having on what has been nicknamed “The Sunshine State.”

One of the most significant consequences of global warming is melting polar ice caps. This is expected to raise sea levels globally by up to three feet by the end of this century. But tides and currents in the Gulf of Mexico mean that the sea levels around Florida could go up by six feet and four feet by the half century mark.

This means visitors to Miami’s popular South Beach would require snorkels at the very least. In fact Miami as a whole would be in danger as most of it is less than six feet above sea level.

It is not just the beaches that are in danger. The rising sea levels have caused salt water to flood fresh water aquifers. This has affected the state’s drinking water supplies and water needed for agriculture, which, after tourism, is Florida’s biggest industry. The everglades could easily become the saltglades with all the consequential damage to wildlife that such a name change implies.

Florida’s Governor Ron de Santis is a climate change sceptic. He does not believe that fossil fuels are responsible for global warming. But, to give him credit, he does accept the proof of his own eyes that rising sea levels are threatening his paradise state, and he is dealing with it.

Miami’s South Beach, for instance, has invested in a sea wall, pumping stations and elevated roads. The South Florida Water Management District has outlined a $2.5 billion plan to upgrade infrastructure including the installation of pumps and key floodgates. Miami has plans to spend $3.8 billion on storm water management systems.

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Tom Arms’ World Review

China

The Chinese leadership is worried. Their country’s long history is peppered with instances of the “Mandate of Heaven” falling from the rulers’ shoulders because of economic problems.

On top of that there is the obvious fact that autocracies run the risk of violent dissent because the non-violent avenues of protest are banned.

Paramount Leader Xi Jinping has warned of “potential dangers” and added that the Chinese Communist Party must be “well-prepared” to “overcome grave challenges.” In Xi-speak this means a crackdown on dissent accompanied with measures to help the middle classes  and criticism of wealthy people who flaunt their riches.

In this week alone. The party has authorised cash hand-outs, tried to shake up the ailing property market and held a surprise meeting to kick start the economy. But three years of economic slowdown and Covid lockdown have taken a toll and economists believe that it is unlikely that China will hit the relatively modest (for China) target of 5 percent growth in the economy.

The Chinese young people have been particularly hard hit. Unemployment among the 16 to 24 year olds hit 21.3 percent in 2023. In January this year the government stopped issuing figures which implies that the youth jobless statistics have soared even higher. Also impacted has been the promotion prospects for those fortunate enough to be in employment.

For decades the Chinese have been admired – and feared—for their extraordinary work ethic. The changes in the economy, however, have created a shift in attitudes towards work. According to a recent survey by American online pollsters, in 2013, 63 percent of recent graduates said hard work paid. Ten years later the figure had dropped to 28.3 percent.

The survey by N. Aliskey, S, Rozelle and M. Whyte also revealed a fear for the future. In 2014, 76.5 percent of those polled were optimistic about the future and said that the economy and their lives had improved over the past five years. In 2023 the figure was 38.8 percent.

According to the think tank Freedom House, in the second quarter of 2024 there has been an 18 percent rise in protests and three-quarters of these were based on economic grievances. From June 2022, Freedom House has logged 6,400 incidents of dissent, and their research does not include Xinjiang or Tibet where dissent is the strongest.

United States

J.D Vance won the vice-presidential debate. That was the general consensus. That consensus is not good news for J.D. Vance. Donald Trump does not like the spotlight being shifted away from him.

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Observations of an Expat: Middle East Consequences

The Gaza War has escalated to become the Middle East war and Israel is winning – for now.

But the problem is that the Israeli government’s strategy is based entirely on total military victory over Hamas in Gaza, Hezbollah in Lebanon and their backer Iran.

Prime Minister Benjamin Netanyahu – pushed by his ultra-orthodox allies – has left no room for political compromise or any consideration of the wider consequences.

At the UN General Assembly this week, the Israeli Prime Minister declared: “There is no place” In the Middle East that Israel’s “long arm cannot reach.” He then left the chamber to make a phone call ordering the assassination of Hezbollah leader Hassan Nasrallah. He and a large slice of Hezbollah’s senior command structure were dead within the hour.

Shortly afterwards, Israel launched a ground invasion of southern Lebanon.

Iran could be restrained no longer. They were being humiliated. Tehran launched the largest ever missile attack on Tel Aviv. Thanks to Israel’s iron dome and American and British jets, only a handful of the missiles broke through. Netanyahu responded by pronouncing: “Iran made a big mistake…and it will pay for it.”

How will Israel make Iran pay for their attack? What will be America’s response? How about Russia, China and the Arab states? What are the likely consequences of what appears to be the start of a Middle East war?

First of all, we should examine the role of Hezbollah in the context of the wider relationships of the Middle East. Hezbollah is, first and foremost a creature of Iran. Its primary purpose is to act as a deterrent defensive shield against a threatened Israeli attack on Iran’s nuclear facilities. Its estimated 45,000-strong military force and 100,000-plus missiles were thought to be enough to keep Israel off balance and occupied but not nearly enough to invade the Jewish state and defeat it in a proper war.

But even as a defensive shield, Hezbollah has been weakening in recent years. Lebanon’s multiplying political and economic problems have been largely blamed at the party’s insistence of working as a state within a state while at the same time attempting to control the legitimate Lebanese political apparatus. Hezbollah is unpopular with the Lebanese people.

Then there are the missile attacks it has launched on northern Israel since 8 October. It may have started with 100,000 rockets and drones, but military analysts believe that at least half of Hezbollah’s arsenal has been either fired or destroyed by Israeli counterattacks.

Finally, there is Israel’s infiltration of Hezbollah’s communications system and the assassination of key figures. The destruction of pagers and walkie talkies indicates that Mossad has the ability to tell where almost every Hezbollah fighter is at any given time and the IDF (Israeli Defense Force) has the ability to destroy them with sophisticated guided missiles.

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Tom Arms’ World Review – 22 September 2024

What next in the Lebanon?

Destruction of your enemy’s communications is usually a prelude to an all-out attack. But so far Israeli ground troops appear to be focused on Gaza.

Such an attack could provoke a violent response from Hezbollah. But so far they have been relatively restrained. Hezbollah’s 64-year-old leader Hassan Nasrallah said on Thursday that the exploding pagers and walkie talkies was a “severe blow” and that Israel had crossed a “red line.” But he made no explicit threats.

It is thought that the Israeli government is trying to decouple the tit for tat missile attacks on the Israeli-Lebanese border from the Gaza War so that it is not fighting on two fronts.

Hezbollah launched its attacks in support of Hamas on 8 October, the day after the Hamas terrorist attack on Israel. It said the missile attacks would continue until a permanent ceasefire is agreed in Gaza. The resultant tit-for-tat missile exchanges has led to the evacuation of 80,000 Israelis from the north of Israel and 90,000 Lebanese from the south of Lebanon.

Decoupling would imply that the Israeli government believes that Hezbollah could be persuaded through violence to stop its missile attacks. Based on past performance, the opposite seems more probable.

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Observations of an ex pat: The Keystone State

Pennsylvania’s is known as “The Keystone State.” There are lots of reasons for this moniker but the one most pertinent at the moment is that it holds the key to the White House.

It is generally agreed that whomever tops the poll in Pennsylvania will also pull in the vital swing states of Wisconsin and Michigan. Trump won Pennsylvania in 2016 by the narrowest margin since 1840. But then Biden didn’t do much better in 2020. His margin of victory was only 80,555 out of a total of 6,725, 902 Pennsylvania votes cast.

The Keystone State is a microcosm of divided America. In the East you have Philadelphia and the Delaware Valley. Rich and filled mainly with liberal democrats, it has a population of about 5.7 million–almost half of the total state population of 13 million. In the West you have 2.3 million people in steel town—Pittsburgh. There is also J.D. Vance’s downtrodden Appalachia and fracking country which translates as Trump territory. In the middle there is a mix of rural voters vs liberals inhabiting the largest number of colleges and universities in America.

Up until Kamala Harris’s entry into the race, the opinion polls showed Trump and Biden either neck and neck or Trump slightly ahead. The latest post-debate polls show Kamala Harris with a 4 to 6 point lead. But it is early in the race and that lead could evaporate as her debate victory fades in the voters’ memories. There have been no polls since the second assassination attempt or the Federal Reserve Bank’s cut in interest rates.

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Tom Arms’ World Review

United States

Georgia Congresswoman Marjorie Taylor Greene WAS the female darling of the Republican far-right. No longer. The new girl on the block is 31-year-old Laura Loomer who is so far to the right that right-wing Ms Greene has called her “mentally unstable and a documented liar.”

Ms Loomer is also emerging as a confidante of Donald Trump. She travelled on his plane to the 10 September presidential debate in Philadelphia and is said to have fed him the story about immigrants eating pets in Ohio.

She continued with the former president to New York and was with him when he attended the bipartisan services to commemorate the 9/11 terrorist attack. This despite the fact that Ms Loomer has claimed that 9/11 was an “inside job” perpetrated by the Deep State liberal elite.

Laura Loomer loves right-wing conspiracy theories. In her playbook the mass shootings at Last Vegas, El Paso and Parkland were all staged by the anti-gun lobby. The winter storm that disrupted the Iowa caucus was created by meteorologists hired by Deep State Democrats to help Republican candidate Nikki Haley.

Ms Loomer proudly identifies as an “Islamaphobe.” When told that 2,000 Muslim immigrants had drowned while crossing the Mediterranean, she tweeted: “Good. Here’s to 2,000 more. “

Facebook, Instagram and Twitter have all banned her for spreading hate speech and misinformation, although Elon Musk reinstated her account. She has also been banned by the online banking services Paypal, Gofundme and Venmo. The taxi services  Uber and Lyfft have barred her from using their vehicles because of her attempts to ban Muslim taxi drivers. She is suing all of the above – unsuccessfully.

Twice Ms Loomer has run for Congress for a Florida seat. Twice she lost and twice she was endorsed by Donald Trump. She has written for Alex Jones’s Infowars; The Geller Report which pushed the Obama birther lie; Rebel Media which describes as a counter-Jihad platform and Veritas, a major broadcaster of conspiracy theories.

Ms Loomer denies that she is a White Supremacist but proudly admits to being a White Nationalist. She is not a Christian nationalist because she is Jewish and has been the target of death threats from the anti-Semitic wing of America’s far right.

Her loyalty to Donald Trump is rock solid. She told the Washington Post: “If Trump doesn’t get in I don’t have anything. Ms Loomer attacked Florida governor Ron de Santis and his wife for daring to challenge the former president and has advised Trump that he should make a list of those who have challenged him in the courts and elsewhere and, when re-elected president, “execute them for treason.”

United States – more

What if Trump loses? Will there be a repeat of January 6 when rioters stormed the US capitol in a vain attempt to block the certification of Joe Biden’s election victory?

Unlikely. But only because this time around Biden – not Trump – controls the security apparatus. And he has put in place an array of measures to protect not only the capitol building, but the entire metropolitan area of Washington DC.

No. If there is a threat to the election it will be in the voting booths, the counting rooms, the election boards and the courts.

As in 2020, Trump is planting the seeds for a legal challenge in case the vote goes against him. This time his objections will be based on illegal immigrants voting for Harris. He told a rally in Las Vegas this summer that “the only way they can beat us is to cheat.”

In the swing states of Arizona, Georgia, Michigan, Nevada, New Mexico, North Carolina, Pennsylvania and Wisconsin the Trump-controlled Republican National Committee has put 102 election deniers on local and state election boards. In Georgia, for instance, the election deniers control the state-wide board and have already introduced rules that allow them to delay voter certification while they conduct “investigations” into “unspecified irregularities.”

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Observations of an Expat: The Debate

Trump lost. In the words of his acolyte Senator Lindsey Graham: the debate was a “disaster.” Not surprisingly, Trump has refused to debate Kamala Harris again, making it one of the few times that he has turned down the opportunity to blow his horn.

The former president did land a few punches in Tuesday’s verbal brawl. In fact if you listen to the first and last ten minutes then you might come away thinking that Trump won.  But the political theatre will be remembered for how he was mocked, rattled and lied, lied and lied.

Millions around world sniggered or guffawed when the former president claimed that immigrants were eating the pets of the residents of Springfield, Ohio.

He was clearly rattled when Kamala Harris invited viewers to attend one of his rallies and added the pointed observation that numbers of attendees are dropping and people are leaving early, bored with his rambling monologues. Rubbish, he retorted, and then falsely claimed that Kamala Harris paid people to attend her rallies.

The lies came fast and furious – Millions of criminals are flooding across America’s borders. In reality, of the 1.4 million illegals who entered the US in the past year, 14,700 were found to have a criminal record or .01 percent. They were immediately deported. Among native-born Americans there were 16.5 violent crimes for every 100,000 in 2021.

Violent crime, claimed Trump, was going through the roof (again, he said, because of immigrants). Wrong. According to the FBI homicides were down 26 percent in 2023 and violent crime as a whole is at its lowest level in 50 years.

Abortion is a hot election issue. Trump claimed that the Democrats want abortions in the ninth month of pregnancies and are killing babies after they are born. This earned a gawp of disbelief from Kamala Harris and was quickly corrected by moderator David Muir.

Inflation, according to the former president, “is the worst in US history.” It was bad. It reached 9.7 percent. But it has been higher five times since they started keeping records.

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Tom Arms’ World Review

Gaza

In a month it will be first anniversary of the start of the Gaza War. There is no end in sight.

The two sides – Israel and Hamas—have two diametrically opposed positions. Israeli Prime Minister Benjamin Netanyahu says he will accept nothing less than the total destruction of Hamas. He might reluctantly accept a temporary ceasefire if the Israeli Defence Forces or Mossad manage to assassinate Hamas leader Yahya Sinwar. That would enable him to retrieve at least some of the hostages. But once those hostages are returned expect the attacks to resume.

Hamas leader Sinwar is holding out for nothing less than a permanent ceasefire. This means that at least a Hamas remnant would remain intact for Palestinians to build on. Netanyahu would regard such a result as failure.

The American, Qatari and Egyptian negotiators meanwhile are trying to bridge these apparently irreconcilable positions with a diplomatic agreement couched in terms of “constructive ambiguity” which allows both sides to claim concessions, if not total victory.

The cost of failure is high. At stake is not just the plight of millions of Gazans and the future security of the state of Israel. Hanging over the talks is the threat of a wider regional war. A slight misstep by Israel, Iran, Hezbollah or the Houthis can easily set off a major conflagration.

Ironically, escalation can work to the advantage of both Netanyahu and Sinwar. From the point of view of the Hamas leader, a full-throated Middle East conflict would draw Israeli forces away from Gaza to attack Hezbollah in Syria and Lebanon. There is also the possibility that an escalation could pull the Arabs off the fence and onto the Palestinian side.

Looking at the advantages of escalation through Israeli eyes, Netanyahu has been pressing the US for some time to join him in a direct attack on Iran which he sees as the fount of all of Israel’s problems. The Israeli prime minister was explicit in stating that goal in his recent address to a joint session of congress.

In the meantime, Netanyahu is no nearer to reaching his goal of the total destruction of Hamas and Yahya Sinwar is no nearer to admitting total defeat.

Immigration

There is a new forest of placards at Trump rallies: “Mass Deportation Now!” The same cry is being heard in Spain at Vox rallies. In France when the National Rally gathers. It is barked by some members of Britain’s Reform Party. In Germany The far-right Alternative fur Deutschland (AfD) has this week managed to gain control of the East German Lander of Thuringia.

And it is not just the far-right that is pushing the anti-immigrant line. Joe Biden’s tough new executive orders have dramatically reduced the number of illegal immigrants crossing America’ southern border. Stefan Lofven The leader of the centre-left, previously pro-immigrant Swedish Social Democrats recently reversed party policy to declare: “The Swedish people can feel safe in the knowledge that Social Democrats will stand up for a strict immigration policy.”

The Netherlands, Belgium, Italy, Hungary, Slovakia, Austria, Serbia, the Czech Republic… Virtually all of the Western world has turned anti-immigrant. Opposing immigration wins votes. Backing deportation is a bit iffy, but the debate is moving in that direction. The problem is that mass deportation is wholly impractical.

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Observations of an Expat: Kamala’s Foreign Policy

Foreign policy analysts are sifting through documents and speeches and even casting a few runes and studying used tea leaves to determine what foreign policy directions a Kamala White House may take.

It is still a bit murky. Constructive ambiguity, is one of the buzz soundbites of 21st century diplomacy and is heard often in the Harris camp. But outlines are appearing, especially in contrast to a Trump foreign policy.

The transactional diplomacy favoured by the former president is out. Gone – and hopefully forgotten – will be days when American support was tendered only when Washington could point to easily quantifiable successes negotiated along narrow obvious channels of self-interest. Aka transactional diplomacy.

Instead, expect a move towards consensus building and closer work with allies. This implicitly means closer relations with America’s oldest allies – NATO – who since 2016 have lived in constant dread of an American pull out. A Harris Administration would be pro-NATO which in turn means very pro-Ukraine. Perhaps more so than Biden

The Asian Pivot, however, is still very much on the cards. But it is expected to be based more on alliance-building than military ship building, specifically with Japan, Vietnam, South Korea, the Philippines and India. America cannot afford a two-front war and will need to shift some of its regional military responsibilities onto local shoulders. The Biden Administration has already started the ball rolling. Harris is expected to push it further down the road.

At the same time, a Harris Administration, will also want to continue to attract more businesses from China and the Asian tigers to American shores. Harris is opposed to the Trans Pacific Partnership and wants to continue tariffs ranging from 25% to 100% on $18 billion of Chinese exports. Trump, on the other hand, proposes a 60 percent blanket tariff on $551 billion of Chinese goods. Economists fear that a Trump Administration would push up inflation in America and create deflation in China.

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Tom Arms’ World Review

United States

The Kamala Harris bandwagon continues to gather momentum. Going into this week’s Democratic National Convention “The Economist” poll tracker put her three points ahead nationally. The convention dividend should add another two to three points easily.

Kamala’s rapid rise, however, has less to do with her policies and more to do with vibes. Her main attributes are that she is younger than Joe Biden, pro-abortion and anti-Trump, which, for the Democrats, is more than enough.

In her 40-minute conference speech a few foreign policy hints slipped out. On the Middle East she supports Israel while sympathising and empathising with the Palestinians. On NATO she is pro-Alliance. As for Ukraine, she is anti-Putin and on China Kamala Harris remains a bit of a mystery.

Ms Harris’s recent speech in Philadelphia on Kamalanomics failed to impress the professionals. Her plans to end price gouging with federal regulations; raise child tax credits by $4,000 and hand-out $25,000 to first time home buyers, was derided by most economists as inflationary left-of-centre crowd-pleasing populism. It was not, however, as Trump claimed, communism.

Former prosecutor Kamala Harris is, however, proving adept at deflecting criticism; coming up with resonating slogans and landing punches. Two placards keep popping up at her rallies: “Freedom” and “We Will Not Go Back.”

The first encompasses a broad swathe of issues to include reproductive rights, racism, misogyny, health care, for the elderly, the electoral process, the rule of law, the constitution and democracy itself. All of which either have been, or are perceived to be, threatened by Donald Trump and his Republican acolytes.

“We Will Not Go Back” refers to the belief that Republicans want to turn the social clock back to the 1950s – perhaps even further – when Jim Crow ruled in the South and a woman’s place was in the home.

Trump is the master of the personal insult. Vice President Harris has fostered a unique method for countering them. She ignores them. Then she turns the debate on her opponent’s weaknesses. Project 2025, for instance, is a major embarrassment for the ex-president. He has repeatedly disavowed it. But Kamala Harris refuses to let it go.

Finally, there is the fact that Kamala Harris ticks almost every diversity box there is. She is a female, part-Asian, part-African all-American. Yet she rarely mentions her gender or mixed-race background. Perhaps it is time for Martin Luther King Jr’s dream. The dream that the day will come when a person will be judged not by the colour of their skin, but by the content of their character.

China and the United States

China appreciates Donald Trump. It is too much they say they like him. His threatened tariffs and bellicose rhetoric would undoubtedly put a strain on Sino-American relations.

But at the same time, the ex-president has shown little inclination to defend Taiwan and Trump’s transactional diplomacy could simplify relations. Most of all, Donald J. Trump is a known quantity.

Kamala Harris, on the other hand, is an unwelcome mystery.

For a start, Beijing is unhappy with the end of the battle of the geriatrics that a Trump-Biden race represented. The Chinese have their own problems with a perceived gerontocracy and Kamala Harris presents an unflattering contrast with 71-year-old Xi Jinping. Since Ms Harris emerged as the Democratic nominee, all hints of a Biden-Xi comparison have been erased from the Chinese internet.

Then there is the problem of racism and misogyny. At least America’s problem as portrayed by the Chinese Communist Party. In May Beijing published a report on human rights in America which said racism is getting worse and gender discrimination is “rampant”. Kamala Harris – in case you missed it – is female and of mixed Asian-African heritage.

It is expected that Kamala Harris’s China policy will largely be a re-run of Joe Biden’s. She will likely leave in place the tariffs imposed by her mentor and continue the commitment to defend Taiwan and attack China’s human rights record.

The choice of Tim Walz as Harris’s running-mate adds an interesting wrinkle to Sino-American relations in a possible Harris administration. He taught in China and has visited the country dozens of times. In contrast, Ms Harris has made only the rare visit to Asia.

This indicates that Walz may break with vice-presidential tradition and have a role to play as the administration’s point man on China. Republicans are ready for it. The Republican-controlled House of Representatives have already launched an investigation into Walz’s “longstanding and cosy relationship with China”.  Unfortunately for the conservatives they are unlikely to find skeleton’s in Walz’s Chinese wardrobe. His time in and out of Congress has been marked by repeated attack on Beijing’s human rights record, a fact that has not gone unnoticed by China’s state-controlled media.

Trump, on the other hand, is more concerned with trading rights than human rights. So, all things considered, Xi Jinping is likely to prefer Trump over Harris.

India

Last month Moscow. This week Kyiv. What is Indian Prime Minister Narendra Modi up to?

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Observations of an Expat: Defense Cooperation – Back Door to Europe

If Britain’s Labour government is looking for it, there is a gaping door back into a new relationship with Europe – defense cooperation.

And this door has the added advantage that increased defense cooperation between Britain and its European NATO allies is becoming essential to counter growing American disillusionment with Europe.

Whether it is a MAGA-fied isolationism or a pivot to Asia, it is clear that foreign policymakers in both the Democratic and Republican parties are questioning America’s commitment to Europe.

For those on both sides of the English Channel this creates an opportunity to start to repair the damage of eight years of Conservative Party Brexiteering. It could also strengthen European defences and, ironically, help to retain the American nuclear umbrella.

Europe faced the problem of American isolationism and problems with Asia before—in the run-up to the creation NATO and within a year of its founding. When the idea of linking America to the defense of post-war Europe was first mooted, Senator Arthur Vandenberg, leader of the Republican-controlled Senate, insisted on proof that the Europeans were jointly committed to their own defense.

This was proven by British Foreign Secretary Ernest Bevin with a 50-year Anglo-French Treaty of Alliance and Mutual Assistance in 1947 and then a year later with an extension of the mutual defense pact to include Belgium, the Netherlands and Luxembourg. Vandenberg and the Republicans were impressed, and on April 4, 1949 the North Atlantic Treaty was signed.

A year later Europe panicked when North Korea invaded South Korea. What if the Soviet Union took advantage of Korea to attack Europe? Could America afford to fight on two fronts? Which was the more important to Washington—Europe or Asia? The result was the Pleven Plan (named after French Prime Minister Renee Pleven). It proposed strengthening the European arm of NATO with a European Army headed up by a European defense minister.

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Tom Arms’ World Review

United States

Kamala Harris, asserts Donald Trump, “is a communist.” The assertion is, of course, another blatant falsehood.

And the fact that the former president is resorting to the well-tried, but somewhat discredited, tactic of red-baiting demonstrates how desperate the Trump campaign has become since Harris took over from President Joe Biden.

Kamala Harris does have certain political beliefs and policies that run counter to those of Donald Trump, conservative voters and the Republican Party. The one that rankles most with conservatives is her support for America’s limited social safety net. Vice President Harris supports the universal retirement benefits (ie social security), Medicare (health benefits for the elderly) and Medicaid (health care for low-income Americans). She also favours abortion rights which puts her on a collision course with the evangelical right.

In European terms, such views would put Kamala Harris on the right wing of social democrats. The problem is that a large number of Americans – especially Republicans – drop the word “democrats” when talking about their allies and refer to Europeans simply as “socialists.” Furthermore, many of them wrongly equate democratic socialism with a slightly lesser form of communism.

Communism, however, is different. It promotes a classless society where all property is communally owned and the state controls the means of production. Because this system runs counter to human nature, a repressive government led by an unelected elite is require to enforce it. That is not being proposed by Kamala Harris. But hey ho, Donald Trump has never let the truth stand in the way of a good dog whistle conspiracy.

Gaza

The Gaza ceasefire talks appear to be going nowhere. According to the New York Times, Israeli Prime Minister Benjamin Netanyahu has tabled a new set of conditions which will almost certainly be rejected in Hamas who are refusing to attend talks in Qatar.

In addition, the assassination of negotiator Ismail Haniyeh has elevated hardliner Yahya Sinwar to the job. He is hiding in Hamas’s tunnel labyrinth and has said he would fight to the last Gazan.

Hanging over the ceasefire talks is the threat of Iran to retaliate for the killing of Ismail Haniyeh on Iranian soil. What that retaliation will involve is a worrying unknown, and the Iranians are keen to keep that way.

To confront the fear the Americans have ordered a nuclear-powered submarine equipped with cruise missiles to the Middle East. Defense Secretary Lloyd Austin also despatched to the region a second aircraft carrier group and amphibious craft capable of landing several thousand marines. The Israeli government has told its citizens to stockpile food and water in safe rooms.

The Iranians have been briefing journalists that the one thing that would stop a retaliation would be a Gaza ceasefire. But that prospect is slipping further and further away.

The New York Times reported that this week the Netanyahu government has tabled several more conditions to the proposal they issued in May.  These include Israeli control of the Egyptian-Gaza border and a series of obstacles to the return of refugees to their homes in north Gaza. It has been reported that the new proposals are opposed by both the Israeli negotiators in Qatar and senior military people.

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Observations of an Expat: Ukraine – Shrewdness or Mistake?

Ukraine has introduced a new strategic weapon in its war with Russia. How it uses this weapon could determine the course of the conflict.

There is a heavily-defended 600 mile frontline between the Russian army in Eastern Ukraine and the Ukrainian military, grouped mainly on the western bank of the Dnieper River. Movement along this frontline has been incremental, much like the western front of World War I.

Defended by poorly-trained Russian conscripts is the 650-mile border between northeast Ukraine and the Russian oblasts of Kursk, Bryansk and Belgorod.

Ukraine’s military commander Oleksandr Syrsky has crossed a 10-mile stretch of that border to become the first military leader since World War Two to invade Russia. As of Friday, Ukrainians have established their dominance in 800-square miles of the Kursk oblast; set up a military administration in the Russian town of Sudzha and gained control of 81 other towns and villages.

General Syrsky declared: “We are here to stay.  A spokesperson for the Ukrainian foreign ministry, said: “We have no intention of staying. We will leave.”

The Syrsky stay strategy is likely to lead to failure and defeat. The diplomats’ approach contains the seeds of victory.

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Tom Arms’ World Review

United States

Weird is the new catchword of the American presidential elections. It is weird that Donald Trump – a convicted felon – is the Republican nominee for the presidency of the United States.

It is weird that J.D. Vance – an anti-abortionist who claims that America is run by a miserable “bunch of childless cat ladies” – is the Republican nominee for the presidency of the United States.

It is weird because both those images sound totally “un-American” and thus unlikely to win the votes of the American electorate. So it is weird that those two men have been nominated for the two highest offices in America.

Not weird is that Tim Walz, the governor of Minnesota, has been chosen by Kamala Harris to be her running mate in the presidential elections. Governor Walz is – as they like to say – as American as apple pie.

For a start he is from the mid-West which is often viewed as the traditionally American part of America. He attended Nebraska State College where he met his wife Gwen. They have two children – very American.

He taught high school social studies and coached the football team. The team went on to win the state championships. That is very, very American story almost worthy of a based-on-a-true-story Netflix film.

Walz was in the National Guard for 24 years, and reached the rank of Master Sergeant. Military service is almost a requirement for American politicians.

He served six terms in Congress before being elected Governor of Minnesota in 2018. He was re-elected in 2022. It was while he was Governor that Republicans have veered away from his all-American roots and towards what they might regard as weirdness. Walz legalised marijuana, passed strict gun laws, affirmed abortion rights, introduced free school meals and free college tuition. The liberal democrats love him. Which could explain why he is also chair of the Democratic Governors Association.

Walz is also credited with coming up with the catchword “weird” to describe Trump and Vance. President Biden had been focused on Trump’s threat to democracy. Walz reckoned that threat talk was a bit of a stretch for most American voters. “Weird” is easier to understand.

Bangladesh

From Nobel prize-winning micro-banker to leader of Bangladesh is quite a leap. But at the tender age of 84 Professor Muhammad Yunus has made the jump.

He replaces Prime Minister Sheikh Hasina Wazed who has fled the country after an estimated 400 people died in student-led riots against her quota system for the civil service.

Yunus probably doesn’t need the headache of running a country of 170 million people. He already secured the Nobel Peace Prize for creating the micro-finance banking system which has lifted millions out of poverty.

Yunus’s Grameen Bank pioneered micro-credit which is acknowledged as one the factors that transformed Bangladesh from the world’s second poorest country to the 38th wealthiest.

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Observations of an Expat: Creator of the Great Replacement Theory

Holed up in a 14th century castle in southwestern France is the philosophical architect of the far-right right race riots that have recently swept Britain and inspired White supremacists around the world.

77-year-old Renaud Camus is the man responsible for the “Great Replacement Theory.”

This race-driven conspiracy theory claims that a liberal elite is plotting the destruction of White civilisations by encouraging African and Asian immigrants to replace European culture with their own.

So who is Renaud Camus? For a start he is quite bright and quite driven. He has degrees in history, literature, philosophy and law and has taught at American and French universities and contributed to various encyclopaedias. At the age of 21 he came out of the closet to help establish a gay brigade during the 1968 student riots in Paris. For the next 20-odd years Camus established himself as one of France’s leading gay icons as an award-winning journalist and prolific author.

In 1992 Camus sold his Paris apartment and moved to the crumbling hilltop Chateau de Pilieux. While taking a break from restoring the castle to edit a local guidebook Camus noticed that the demography’s of the populations in France’s old villages had “totally changed,” and, in his view, not for the better.

He described this realisation as an “epiphany” which quickly morphed into The Great Replacement Theory. This was elaborated in three subsequent books: “Abedarium of No Harm,”  “The Grand Replacement “and “You Will Not Replace Us.”

Camus asserts that ethnicity plays a defining role in a country’s identity and he warns that “immigrants are flocking to predominantly white countries for the precise purpose of rendering the white population a minority within their own land or even causing the extinction of their own populations.”

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Tom Arms’ World Review

Donald Trump is the “Great Obfuscator.”

When asked to clarify his outrageous claims he muddies the political waters even more in an attempt to be all things to all people.

Last Friday he told the Christian political pressure group Turning Point Action that if they voted for him in November they wouldn’t have to vote again. He would “fix it.”

Liberals immediately raised the anti-democracy hue and cry. Donald Trump, they said, planned to either abolish elections or rig the system so that conservative Republicans would stay in power forever.

No, no, no, say the MAGA people. That is not what he meant at all. He meant that they won’t have to vote for Donald Trump again because he is prohibited by the constitution from running for a third term.

It was left to Fox News—Trump’s chosen television medium—to clarify the muddle. Interviewer Laura Ingraham pressed him to explain. Trump said the statement was made to encourage Christians to vote in November because American conservatives don’t often vote. He added that the same could be said for gun owners.

This was patently false. As a group, America’s Christians and gun owners are among the largest proportion of voters in the US. His clarification made no sense. So what did the Great Obfuscator mean?

Just as confusing…

…is Trump’s position on the much-discussed Project 2025.

For the benefit of those who have been trapped in a sealed cave for the past six months, Project 2025, is a 900-page report compiled by the right-wing think tank the Heritage Foundation. It sets out in great detail a programme for Donald Trump if he is inaugurated president in 2025.

Among its provisions are proposals to gut the FBI and Department of Justice and replace tens of thousands of federal civil servants with loyal MAGA Republicans. It wants a national ban on abortion and restrictions on contraception and IVF treatments. Project 2025 proposes a strong “unitary executive branch;” an “end to civil rights protections” and no more “safeguards on drinking water.” All efforts to combat climate change would end” and America would focus more on drilling for fossil fuels. The Department of Education would be scrapped along with all economic ties to China.

Democrats immediately denounced Project 2025 as anti-constitutional, anti-Democratic, anti-American and verging on the illegal. And they added that all those antis pretty well summed up Trump himself.

A fair amount of the mud stuck and Trump quickly started to distance himself from Project 2025. This proved difficult because one of the main contributors to the report was his former Chief of Staff Mark Meadows. The Director of the Heritage Foundation, and the main impetus behind the report, Paul Dans, was Trump’s Chief of Staff for the Office of Personnel Management.

This week Mr Dans resigned as Director of the Heritage Foundation and claimed that Project 2025 was not meant to be an action plan for Donald Trump. Instead, he said, it was merely some thoughts for any future conservative administration.

The Trump campaign immediately put out an “I told you so” release. But then we need to look at what Trump has personally promised to do: Gut the Department of Justice and the FBI and put on trial for treason the “Biden Crime family” and political opponents such as Liz Cheney. “Drill, drill, drill for oil.” Raise tariffs on Chinese exports for between 65-100 percent. Pardon most of the Capitol Hill rioters. Round-up and deport up to 15 million illegal immigrants and “fix it so you won’t have to vote for me again.”

What next in the Middle East?

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Observations of an ex pat: Great green box ticker

As a box ticking exercise it is difficult to beat the Great Green Wall of Africa.

For those not familiar with this incredibly important and ambitious project, the Great Green Wall (aka GGW) is an international undertaking to prevent creeping desertification in Africa. It proposes to plant and maintain on the southern border of the Sahara Desert a nine-mile wide forest stretching 4,831 miles from Dakar on the Atlantic to Djibouti on the Red Sea.

It is estimated that the GGW will create 10 million jobs in one of the most poverty-stricken regions of the world. That means 10 million people less likely to seek survival in Europe and America.

More jobs means more income for governments which means increased political stability and improved governance in one of the most of the world’s most politically unstable and corrupt regions.

From a climate change perspective the GGW is potential wonderful news. The proposed grass and tree coverage is projected to restore 250 million acres of degraded land and capture 250 million tonnes of carbon dioxide. Trees also play a major role in reducing global temperatures.

So far about $30 billion has been pledged from a variety of sources to complete the project by 2030. There has already been extensive planting in Senegal, Chad and Ethiopia.

But according to the UN Food and Agricultural Organisation, one of the GGW’s major sponsors—the Great Green Wall is in danger of collapse. The number one threat is violence. Nine of the countries through which the GGW crosses are in the top 20 of the 2024 Global Terrorism Index.

They are the victims of civil war; Jihadist terrorist attacks; the withdrawal of French troops from the Sahel region and their replacement by Russian forces. The Jihadists in particular—and the Russians to a lesser degree—feed on political instability. The GGW encourages stability, so the Jihadists do whatever they can to disrupt the planting regime.

Violence is not the only problem. Critics also claim that the environmental initiative lacks political leadership. That is not surprising. Its roots stretch back to 1952-53 when one of the early climate change activists, British explorer and botanist Richard St Barbe Baker, first proposed the Great Green Wall. He went on to found the International Free Foundation which has since planted an estimated 26 trillion trees.

Many of the foundation’s trees were planted in the Sahel Region. But the foundation is a charity. Governmental coordination and vast amounts of aid were needed to ensure success. In 2002 the project was revived at a special African summit in Chad to launch World Day to Combat Desertification and Drought. In 2012 the African Union took it on as a flagship project and in 2014 they were joined by the EU and the UN Food and Agriculture Organisation (FAO). At the One Planet Summit in 2021 various partners pledged $14.3 billion.

But the widespread interest also created problems. At the beginning of 2024 the project involved 21 countries and the same number of international organisations as well as a plethora of charities at international, national and local level. The wall needs directed political leadership and instead is plagued by a confusing babel of competing interests.

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