An End to War!

Every day we run The Narrative Machine on the past 24 hours of financial media to generate a list of the most linguistically-connected and narrative-central individual stories. We call this The Zeitgeist and we use it for inspiration or insight into short-form notes that we publish a couple of times a week to the website. To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever.


Last Friday, the Washington Post printed an article that scored near the top of our Weekend Zeitgeist, when we explore articles outside of our typical focus on financial markets. We didn’t write anything about it, in part because we think it’s worth being a bit more skeptical about feature and opinion pieces whenever you do agree with them.

And while I can’t help rolling my eyes a bit at the repeated appeals to international law (sorry, still an unabashed chauvinist about that sort of thing), there is a lot in this piece I do agree with. Hence the skepticism. America’s nearly constant state of war over the last few decades is a classic dog that didn’t bark, an event that is newsworthy because we have been told it is un-newsworthy, like a strike aircraft we can only see because it was painted blacker than the night sky itself.

American weapons are fired in anger daily. They kill real people, deserving and otherwise, daily. Except for a predictably politically motivated annual tally article published in tandem with some scheduled Pentagon disclosure or FOIA request, we simply do not hear about it. If we do hear about it, especially in our industry, it is abstracted into figures and good-sounding features of people just doing their job. Hellfires and Block III Griffins are the new “razor blade” model for business models with high levels of recurring free cash flow, don’t you know. Hey, we fire the occasional Viper Strike, too, if you’re willing to deal with a lack of transparency on how that’s hitting your bottom line in the BAE/EADS JV that builds them, there’s something for you in Europe, too.

The Infinity War [Washington Post]

So why now? Why would this piece be among the most connected by language to other articles published over the weekend?

Because nearly every politician from nearly every party is calling for an end to our Infinity War. This language being begged for and described in this opinion piece exists in dozens of recent pieces covering the upcoming primaries.

And why did we decide to post it today?

We posted the article because these arguments – for the most part – aren’t earnest expressions of a desire to end war. They are memes of An End to War!, good-sounding narrative constructs structured to pretend that stand-off weapons, cruise missile strikes, targeted assassinations and UAVs are not part of what needs to end, but things we will define as not being acts of war at all. An End to War! is at the top of the Zeitgeist because our politicians, parties, think tanks and other Important Institutions have decided that so long as no American troops are put into harm’s way, what we are doing isn’t actually war.

War is over if you want it. Just change what you call it.

When we refer to The Long Now, what we mean is the way we borrow from the resources, stability and happiness of our collective future to smooth the edges of the present. Anything to reduce what feels like volatility. Anything to reduce the perception of geopolitical risk. Anything to avoid someone saying that there was something else we might have done. The Long Now is the prioritization of the subjective perception of the present with no concern given to the cost that will come due in the future.

The Infinity War is a part of the Long Now.

Don’t mistake me. Being lawful good doesn’t mean being lawful stupid. Legitimate states have enemies. They will and in some circumstances ought to conduct open war to defeat those enemies. And when they do, I hope it is our boys and girls who make the other poor dumb bastards die for their country. But remember this: Obama and Trump both ran on An End to War! The 2020 candidates will run – in part – on An End to War! Clear Eyes means seeing that they don’t mean what you and I mean.

It is well that war is so terrible, otherwise we should grow too fond of it.

Robert E. Lee, in a comment to Lt. General James Longstreet about the Battle of Fredericksburg

Full Hearts, too. We have become far too fond of war, and far too unwilling to ask questions about why it is conducted in our name. You and I may agree or disagree with the answers we get, and that’s OK. We may disagree about whether we ought to participate in this kind of action or that. That’s OK, too. I disagree with 2003 version of me who was a full-throated supporter of the Iraq War. But no matter our posture on the role of violence on our behalf in executing US foreign policy, memes of An End to War! which abstract away targeted, smaller-scale violence-at-a-distance into topics unworthy of our notice serve no American.

Comments

  1. Avatar for alpha2 alpha2 says:

    Asking this question from the UK so with very little knowledge of the candidates broad policies but does this not beg the question Why not Tulsi Gabbard? The fact that Hilary Clinton has already tried to smear her as a Russian asset suggests she is sincere.

  2. " I disagree with 2003 version of me who was a full-throated supporter of the Iraq War."
    2003 Rusty would get along well with 2003 me. I saw that conflict as an absolute necessity to global order. I was also in college and knew it would be fought by other people my age, just not ME. Thank the good Lord that I didn’t have an ounce of power when I was 22, because I was as dumb and persuadable as you’d expect a guy to be at that age.

    But in 2019 my clients are long RTN, LMT, BA, and GD. So I suppose not much has changed for me.

  3. Avatar for rguinn rguinn says:

    I think that Tulsi IS sincere. And for that reason (admittedly, among some others), she has been given positively no chance in these elections.

  4. Avatar for rguinn rguinn says:

    The US blue chip SMA I ran for Salient clients long had LMT as its largest position. It’s not easy to know the right thing to do. Knowing when we’re being played is a good start.

  5. I was an artillery battery commander in Vietnam during the Tet offensive. Many dear friends and loyal soldiers came home in body bags or so horribly wounded they died at home. What made it even worse is they died due to politics in Washington that in turn became rules of engagement in battle.

    I resigned my commission when I got home (unhurt, mercifully). I felt I could no longer fight the king’s wars so could not accept the king’s shilling.

Continue the discussion at the Epsilon Theory Forum

Participants

Avatar for rguinn Avatar for Desperate_Yuppie Avatar for royblan Avatar for alpha2

The Daily Zeitgeist

ET Zeitgeist: Raccoons Never Sleep

By Ben Hunt | May 28, 2021 | 5 Comments

Lemonade (LMND) isn’t just an insurance company. No, no … they’re an AI Company! ™.

Plus Chamath is up to his old tricks.

I hate raccoons.

Inflation as Ad Campaign

By Ben Hunt | May 24, 2021 | 0 Comments

An ET Pack member sent me this. Anyone else come across ads that directly call out inflation expectations? Would love to collect more screenshots like…

Many People Are Saying … Bitcoin is Art

By Ben Hunt | May 24, 2021 | 0 Comments

The Bitcoin Is Art thesis that I put out back in 2015 (The Effete Rebellion of Bitcoin) and recently put forward again (In Praise of…

The Game of Tesla

By Ben Hunt | September 3, 2020 | 4 Comments

Recent price action in Tesla is the Common Knowledge Game in action.

It is the power of the crowd watching the crowd. It is the power of – not what you think is true, and not what you think the crowd thinks is true – but of what the crowd thinks the crowd thinks is true.

The Cartoon Put

By Rusty Guinn | September 1, 2020 | 12 Comments

Seeing cartoons made from data doesn’t give us license to ignore the underlying feature of the world being measured – it gives us a duty to cut through the abstractions obscuring that feature of the world.

Sacrifice for Thee, Vast Wealth for Me

By Ben Hunt | August 25, 2020 | 10 Comments

Doug Parker, American Airlines CEO and Chairman of the Board, wrote a letter to his employees today that pretty much defines high-functioning sociopathy.

I’m going to reprint excerpts from that letter – which is couched in the saccharine vocabulary of modern team-speak, but is in truth a shakedown letter to employees and a ransom note to the US government – and then I’m going to tell you a few things about Doug.

DISCLOSURES
This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.

Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.