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Thoughts on Coming Apart and the Coming Great Reset

Turning and turning in the widening gyre

The falcon cannot hear the falconer

Kit Webster

Themes and Theses

Why I'm Contemplating Out Loud

(Initially formulated in the early 90s, following decades of reading history, philosophy, religion, psychology and a lot of contemplation, particularly on the subject of cycles. In the end, this is a relatively straightforward story about human nature and of history rhyming.)

The US will enter a period of crisis in the early 2000s. In the late 90s, I incorporated Strauss' and Howe's terminology of the Fourth Turning (without incorporating their generations paradigm) and agreed with Howe that the end stage of the crisis began with the Great Financial Crisis and would last into the early 2030s. We are now at the beginning of the end stage of the crisis.

The crisis will be serious and could be existential.

Internal strife will increase, up to and including secession and civil war.

International conflicts will increase as the vacuum created by the weakening of the US is filled by other players.

There will be many threads to the crisis, but the primary thread will be debt, deficits and entitlements. Other factors include, eg, demographics, a loss of meaning and myth and a loss of self-discipline.

Politics will move leftward as citizens look for some refuge from the chaos. The US will become increasingly susceptible to a (man) on a white horse, who can come from either the left or the right.

Inflation, as the most likely way to address debt since austerity is not politically acceptable, will significantly lower standards of living, exacerbating the civil crises.

Eventually, the dollar will be inflated away and lose its reserve status.

Once the old rot is cleared out, and assuming continuity, there will be the basis for the establishment of a new order.

There will be what Strauss and Howe calls a First Turning . It will be constructed out of the physical infrastructure, wealth, energy sources, thoughts and values in the culture at the time. At this point in time, those components are unknowable. We can anticipate that the next future will be increasingly chaotic. We can anticipate that there will be destruction, and then reconstruction from some level. We cannot yet anticipate the form of the reconstruction or the level from which it will begin.

(Added in the early 00s) While humans are contributing to global warming, policies implemented to address manmade global warming will create a significant energy crisis, probably toward the end of the Fourth Turning.

(Added around 2020) The loss of faith by our youth in our founding principles means that the new order will at least partially be based on new principles. As yet, I have no visibility as to what those principles might be.

(Added in 2023) The lowering / elimination of standards in education, the judiciary, law enforcement, the military and other segments of our society will create a population unable to adequately comprehend, do or respond to the challenges of democracy and culture.

(Added in 2025) China has won - at least for the next 5-10 years. The US is dependent on China for the materials it uses to create defense items. We literally cannot fight China without China's help. China's industrial base is impressive; the US has to rebuild. China is out-innovating the US. China is turning out more engineers and scientists than the US by far. This does not mean that China does not face challenges - demographics perhaps being its primary challenge. The US military remains stronger than China's, but in an age of drone warfare, that statement means less than it has historically. The US still has bargaining chips and will need to use them to maintain any kind of status quo.

(Added in 2025) AI has the potential to profoundly affect human culture. However, AI faces several significant hurdles, including the demand for massive amounts of electricity, which may not be available, and a cultural revolt against its existence. Since it could be existential, and since China is pursuing it, the US has no alternative, at least in the short term.

(Added in 2026) Maneuvering for control of critical materials will be a primary driver of geopolitics for at least the next decade.

El Degüello

July 10, 2026

Quotes to Contemplate

It ran on a genuine grievance that the critics of government had correctly diagnosed, and the defenders refused to admit. A state that does things for you is, inescapably, a state that does things to you — it must inspect your income, define your household, audit your compliance, and decide what you deserve. Jefferson saw the mechanism from the very beginning: “The natural progress of things,” he wrote to Edward Carrington in 1788, “is for liberty to yield, and government to gain ground.” - Michael Green

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The problem, I’ve come to think, isn’t that scouting has changed. The problem is that fewer Americans are doing the work of sustaining institutions—and, in the process, sustaining one another. - LuElla D’Amico

Summary of Primary Thoughts To Contemplate In This Issue

This week saw the latest of an infinite number of moves toward an Iranian peace.

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China is eating the world.

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We are, each one of us, literally spinning out of control. Adult supervision - god, myth, leader, institution, something - is required to stop the progressive destruction.

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The US, very, very belatedly, took its first serious steps into a new, nuclear fission era.

So, You Say You Want A Revolution?

> Jeffrey Snider - The next phase of the global trade war will not be fought between Washington and Beijing. It will be fought between Brussels and Beijing. And it is already more dangerous than the one everyone is watching. China cannot sell enough at home. Years of overinvestment, weak domestic consumption, and structural imbalances have left it with one pressure valve: exports. Europe cannot absorb the overflow. Its own economic fragility has forced policymakers to choose between staying open and protecting their own workers, their own industries, their own voters. That choice is no longer a debate. It is a decision. And what makes this collision more volatile than a standard trade dispute is that neither side can back down easily. China sees exports as survival. Europe increasingly sees Chinese imports as a threat to its own survival. When both sides believe they are defending themselves, escalation is no longer a risk. It is a logic. The technical language will follow. Anti-dumping probes. Countervailing duties. Local content rules. Strategic sector carve-outs. Trusted partner frameworks. But underneath all of it is a simpler reality: one economy with too much to sell and nowhere left to send it, and another economy that has finally decided it will not be the destination.

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> Trump's investment accounts reportedly made 300+ stock purchases one day before he paused tariffs, per NBC.

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> This is big. Last year the Trump administration set a goal to see three new microreactors achieve criticality, a technical milestone establishing that a reactor can sustain a chain reaction, by the nation’s 250th birthday. And just in time, not just three, but four reactors did so.

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> Russia officially bans diesel exports to increase domestic supply amid a worsening fuel crisis.

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> I, for one, am shocked. Who knew that relaxing drug enforcement would lead to increased overdose deaths? From a recent paper - Synthetic-control estimates show that both decriminalization regimes sharply reduced drug arrests and were followed by sustained increases in overdose mortality relative to matched counterfactuals. The estimates imply approximately 1,186 excess deaths in Oregon and 1,895 in Washington from 2021 through 2023.

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> WOW! The New York Times is saying this - Want fairer college admissions? Bring back standardized testing, the editorial board writes.

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> Trump is threatening Greenland again.

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> Mamdani-appointed advisory commission proposes NYC leaders be paid 118.2% of their current salaries.

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> Totally fascinating. IMO, Graham Platner is clearly a bad dude - a low life. However, with only (say) 13 strikes against him, Democrats were going to back him all the way, even Bernie Sanders, who sometimes flashes a moral compass. And Mamdani, who has a different kind of moral compass. Comes along a 14th strike and all of a sudden Dems decide to move on, including Sanders and Mamdani. I really, really want to understand why 13 is not enough and 14 is too many. (I also wonder what the magic number is for Trump.)

However, I can pontificate for quite a while. The question I need to understand more deeply is, what is it about the emotional and physical condition of voters that they support this guy? Why is he an object of discussion in any event? Why was he not simply rejected out of hand?

> Similarly, while it does not appear that Talarico is a bad guy, he does border on nut case. The only problem is that Paxton is a bad guy. Again, why are we doing this to ourselves? - James Talarico says Islam and Christianity are basically the same thing. He also says opposing the mutilation of kids is "Christofascism."

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> I miss Jasmine - Jasmine Crockett on losing to James Talarico: “It was racist. It was a racist race.”

A Tour De Force

By Michael Green. Read it here.

On Further Review ...

Last week, I said that the Supreme Court's Slaughter decision, whereby the president can effectively fire people in independent agencies, was probably right, but that there would be "hell to pay."

So during my next daily walk, I spent time trying to decide what was behind the decision and my reaction.

The easy part is the unimportant part. I don't trust Trump to do the right thing. He not only appoints partisans, which you would expect, his appointments are almost uniformly incompetent and often have low morals. Amazingly, startlingly incompetent. Selecting random people from (the phone book) would have been a better process.

But this is not about Trump. This is about the Constitution, governance and principle.

Of course the President should be able to fire members of the Executive branch (the argument for carving out the Federal Reserve is an interesting one for another time).

The problem is the Administrative State that has been established within the Executive branch and the powers delegated to it by Congress.

Long before Congress essentially punted all of its duties and took up full-time Kabuki, it began delegating its powers. It did not want to go through the hard tasks of actually writing what could be complicated, politically-fraught legislation. So, it would pass a law and tell some agency or another to figure it out and effectively write the law. 

I am a very strong opponent of giving this much power to unelected officials in the Executive branch. It is wrong, and I believe, unconstitutional.

Judge Gorsuch, in writing a consent, put his finger on the problem, "To fulfill his constitutional duty to ensure the laws are faithfully executed, the Court holds, the President must have the ability to remove principal officers who exercise executive power in his name. That includes those who run independent agencies like the Federal Trade Commission (FTC). Ante, at 2. With all this, I agree. But neither can I ignore the implications that follow. Today, independent agencies do not just exercise executive law-enforcement powers. Congress has also delegated to them vast legislative and judicial powers, effectively allowing these agencies to make laws and decide disputes under them. And, after today’s decision, the President can effectively exercise all those powers too. It’s a development that raises important questions, not least these: Would Congress have delegated so much power, including legislative and judicial power, to independent agencies had it known that the President would come to control them? How will Congress respond now—if realistically it can? And what, if anything, will this Court do about it?"

To me, Congress should do its job and the Administrative State should not make laws.

Getting there from here, given all that has gone before, is a heavy lift.

In the meantime, Trump has been given the green light to wreak even more havoc.

And, I'm going back to listening to podcasts on my daily walks.

El Degüello

During February and March of 1836, the occupants of the Alamo mission, near the town of San Antonio de Béxar, improbably held out under siege by 1,500 Mexican troops under the command of  President General Antonio López de Santa Anna. The territory of Texas had declared independence from Mexico, and Santa Ana embarked on a mission to put the rebels down.

The night after the twelfth day of resistance, Santa Ana's patience had worn thin. There would be an attack around dawn the next day. Only this time, he had his buglers play El Degüello, which basically signified that there would be no quarter given. This was to be a fight to the death.

(The tune is beautiful and haunting. You can hear it here.)

"Fight to the death" seems to be a new cultural norm.

I began thinking about it last week when I noted that Ukraine and Iran had chosen fights to the death rather than be conquered. 

It morphed in my thoughts into a social metaphor for our times.

There is an old joke that battles in academia are so intense and brutal because the stakes are so low.

We generate outrage, cancellation, job termination over ... (checks notes) ... pronouns, and send an entire country into a frenzy over ... (checking notes, again) ... one half of one percent of the population?

(Two tests I use when thinking about today's happenings -

1. The (man) from Mars test. If someone parachuted into our milieu and tried to make sense of it, what would they say?

2. The history test. Someone from, say, 2226 is looking back on us, much as we would look back on 1826, what would they think?)

Definitely rich-people-with-too-much-time-on-their-hands mountains-and-molehills problems.

Which does not mean that there are not those would would (figuratively, mostly) fight to the death over pronouns.

Empty lives need causes.

Or cheer on Mangione for committing cold-blooded murder.

Or beat up on Jews in the US because you support Palestinians.

Or have every interracial murder devolve into people taking sides based on race and ideology and not facts.​

One night, some time in the 90s, someone played El Degüello over the United States, beginning a battle of all-against-all - creating a real-life "Lord of the Flies."

(This piece was almost titled, Lord of the Flies, because we are collectively behaving like out-of-control children having no adult supervision.)

I asked Claude to help me frame my thoughts. In the end, it expressed my thoughts better than I could, so, here is Claude.

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"Identity fusion is probably the biggest one. When political positions stop being instrumental (a means to a policy outcome you want) and become constitutive of who you are, disagreement stops being a disagreement about facts or trade-offs and becomes an attack on your identity. You can negotiate over policy. You can't really negotiate over an assault on your selfhood. This is the shift from "I hold this view" to "this view is who I am" — and it's a much more recent phenomenon than people assume. Fifty years ago party affiliation correlated weakly with lifestyle, geography, religion, and media diet. Now those things are bundled together so tightly that political disagreement reads as a referendum on your entire way of life, not a single policy lever.

Negative partisanship has outpaced positive partisanship. The research here (Iyengar et al. on affective polarization) is pretty consistent: people don't hate the other side more because they love their own side more — dislike of the outgroup has grown faster and become more central to identity than affection for the ingroup. That's a structurally different emotional economy. A fight motivated primarily by "we must stop them" escalates differently than one motivated by "we want this."

The sorting problem removes the social buffers that used to soften this. Bill Bishop's "Big Sort" thesis — that Americans have geographically and socially self-selected into politically homogeneous communities — means most people no longer have close relationships that cut across the political divide. When your neighbor, your church, your softball league, and your Thanksgiving table used to include people who disagreed with you, disagreement stayed human-sized. Once that cross-cutting exposure disappears, "the other side" becomes an abstraction you only encounter through hostile media caricature — easy to dehumanize because you're not dehumanizing anyone you actually know.

Fragmented epistemic authority raises the stakes from "wrong" to "not even playing the same game." There's no longer a shared Cronkite-era set of facts everyone starts from. Each side has its own information ecosystem, complete with its own experts, its own evidence, its own definition of what counts as a legitimate source. That means you're not just disagreeing about conclusions anymore — you're disagreeing about reality itself, which is a much scarier and more total kind of conflict than a policy dispute.

Attention-economy incentives reward the worst-faith version of the other side. Outrage and moral contempt are the highest-performing content categories on any engagement-optimized platform. Both tribes are systematically fed the most extreme, most inflammatory representatives and moments from the opposing side, because that's what gets clicked and shared. You end up in a hall of mirrors where each side's mental model of the other is built almost entirely from its worst actors.

And underneath all of this, a lot of these fights get coded as existential rather than distributive. Instead of "how much should we spend on X" (a trade-off, negotiable), the framing becomes "the survival of the family / the nation / democracy itself is at stake" (existential, non-negotiable). Once a policy question gets moralized into a survival question, compromise stops looking like statesmanship and starts looking like betrayal. That's the mechanism that actually produces "fight to the death" energy — it's not that the underlying issues are new, it's that the framing has shifted from bargaining to holy war.

Where people disagree is on the root cause underneath all of the above — some (Haidt and the social-psych camp) point to moral-intuition wiring and the loss of mediating institutions that used to blunt tribalism; others (more materialist/political-economy readings) point to genuine status and economic anxiety from decades of stagnant mobility, with culture war as the symbolic battlefield for a resource fight; media/tech critics put more weight on the platform incentive structure itself as the accelerant rather than a symptom. I don't think those are mutually exclusive — they're more like different layers of the same stack."

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What can be done about this?

Unfortunately, I think we are past the point of no return. It will take an existential crisis to unite the country - something big enough to make even the most significant issues seem relatively small.

Then we get into a viscous circle where our conflicts are fundamentally weakening the foundations of our country, which enable an existential crisis.

Claude puts it this way, "Most individual-level fixes (cross-cutting exposure, refusing negative-partisan framing, consuming outgroup media, de-escalating rhetoric) work but don't scale, because they require you to unilaterally disarm in a game where the other side isn't. Most systemic fixes (platform redesign, institutional rebuilding, service programs) would probably work but aren't achievable by any single actor's decision."

Some call it a Fourth Turning.

The "Lord of the Flies" ends when adult supervision returns.

Some call it a First Turning.

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(In the end, Santa Ana won - it only took about 90 minutes. Approximately 189 Texians were killed during or after the final battle (he did kill the wounded) and around 600 Mexicans lost their lives. Later that month, Santa Ana executed more than 340 Texians who had surrendered at Goliad. In April, Santa Ana would lose the battle of San Jacinto, near modern-day Houston, to Sam Houston, and Texas became an independent nation. It would become the 28th state some nine years later.

Santa Ana was captured at San Jacinto and ultimately returned to Mexico.)

The Market

No change in outlook. Generally down for stocks, gold, oil and bitcoin.

The Iran War

> At least for today, the MOU is no longer in effect. I'm shocked.

This is move 35 in an infinite series.

 

> Russia's Medvedev after attending Khamenei's funeral in Tehran declares "the Strait of Hormuz has become a weapon no weaker than a nuclear weapon for Iran." Medvedev adds Iran "also has a thermonuclear weapon in reserve, the Bab el-Mandeb Strait, which will be used in the event of the next war."

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Short Takes

> I'm appalled by FIFA folding to US political pressure to lift the red card against one of the US men's soccer team's stars. Though not a soccer fan, I am enjoying the world cup and the success of the men's team. Now I am simply ashamed, and I don't remember the last time I used that word.

This is not about whether the red card was proper - as best I can tell, it is a 50/50 judgement call - it is about playing the game on the field and accepting the rules. It is like changing the outcome of an NFL game by having an improper - or proper - flag on the last play overturned by the President. A better analogy is having a LeBron James one-game suspension going into a championship series game lifted because Trump called.

And, this is in front of the entire world, as if our reputation couldn't get worse.

In the end, we lost 4-1 and it wasn't that close. The guy who was "pardoned" had no effect on the game, but then, again, no one else did either.

​> A review of autonomous vehicle safety data found self-driving vehicles are involved in about 9.1 crashes per million miles traveled, compared with roughly 4.1 for human-driven vehicles. However, the report found autonomous vehicle crashes are typically much less severe, with significantly fewer injuries and no recorded fatalities in several major datasets.

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> The European Union has made it official. Every brand-new passenger car, van, truck, and bus sold or first registered across the bloc must now carry interior-facing cameras that track the driver's gaze, head movements, and attention levels.

The system, called Advanced Driver Distraction Warning or ADDW, forms part of the final phase of the updated 'General Safety Regulation' for all vehicles.

The compulsory hardware activates at low speeds and tightens requirements as velocity increases, issuing escalating visual, acoustic, or haptic warnings when the driver looks away for too long.

Gallery

Miscellaneous

Nothing this week.

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