There is Actually a Strategic Logic behind the China Trade War; Trump just doesn’t Understand or Care


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This is a re-post of an essay I wrote earlier this month for The National Interest. Basically, I have been amazed in the media discussion of the Sino-US trade war at how little effort there’s been to explain why it might be a good idea – namely, if you accept that China is a serious medium- and long-term threat to the United States.

Now you don’t have to agree that China will, in fact, become  that threat. Scholars like Dave Kang don’t think so. If not, then the trade war is just a foolish distortion of the comparative advantage benefits both sides reap from trade. It is then strictly an economics question, where Trump is indulging foolish protectionist instincts which woefully misunderstand that a US trade deficit is not a a problem to worry about.

But if you do think China is a looming competitor, if not a serious threat, then the logic of scaling back China trade is pretty obvious – the political benefits of slowing China’s rise outweigh the economic benefits of its cheap imports and T-bill purchases.

This line of argument would actually be pretty persuasive to a lot of people. I think there is a growing consensus in the natsec community that China is a real threat. Hence Trump could find new allies for his controversial trade war policies. But he never makes this pitch – I presume because he is too obtuse to actually understand this argument. Just in his Wisconsin speech again yesterday, he instead made the same ridiculous argument that the US trade deficit with China is China ‘ripping us off.’ Whatever…

The full essay follows the jump.

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Hanoi Fallout (3): Moon Jae-In is Now Leading Détente with N Korea – and He Needs Clearer Domestic Political Support for It


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This is a local re-post of an article I wrote for The National Interest a few weeks ago.

Basically, Moon Jae-In is now in charge of détente with North Korea. Trump is too checked out, too lazy, and too ill-informed to run this thing properly. Trump blew Hanoi because he got outwitted by his own staff (Bolton), because Trump doesn’t know anything about the issues, so he didn’t know how to push back on Bolton, or even realize he was being manipulated by him. So it’s up to Moon now.

But Moon lacks a national coalition in South Korea to push through a major change in relations with North Korea. South Korean conservatives are sliding into paranoid delusions that Moon is being manipulated by the North. The Liberty Korea Party is totally cut out of this process and furious. The big three newspapers in South Korea are all center-right, and all are skittish if not hostile to Moon’s initiatives.

Moon is running this from his left-liberal base, but it’s not big enough. He won with only 41% of the vote. If he does not get at least some conservative buy-in on a new relationship with North Korea, the right will destroy ‘Moonshine’ when it next re-takes the POTROK, just as it destroyed ‘Sunshine’ in 2008.

The full essay follows the jump:

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Hanoi Fallout (2): Trump is Too Incompetent and Unprepared for these Open-Ended, High Stakes Summits. Time to Stop


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This is a re-post of an essay I wrote for the Lowy Institute earlier this month.

Basically, Trump blew Hanoi, because he is lazy and poor negotiator. He has no empathy, so he cannot put himself in another’s shoes. Nor does he read, so he has no idea what the issues really are. He isn’t preparing for these meetings. He is throwing them together as he goes. So he walks into them unprepared with little fallback when he doesn’t get his way. Both Singapore and Hanoi failed along the same lines. Trump is 0-2, because he’s winging it.

This is classic Trump of course and shows yet again how badly suited for the office he is. A normal president would have at least had staff hammer out some basic agreement beforehand so that acrimony was not the only outcome. But not Trump. Negotiating to him is laying down ultimatums and sounding off on Twitter. And the response is predictably: the North Koreans are upset at the snub and threatening to restart testing.

For the life of me, I cannot understand the affection of Trump’s voters for such rank incompetence. He is so obviously in over his head, bungling a rare window of opportunity with NK, because he simply will not read, plan, or prepare like a normal professional. It’s amazing he hasn’t wandered into something genuinely catastrophic.

The full essay follows the jump:

Hanoi Fallout (1): Trump’s Impulsiveness & Laziness Undercut the Process (or just go watch that CPAC speech)


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This is a re-post of an essay I wrote just before the Hanoi summit for the Korean Dong-A Daily newspaper.

If you’re tired of all this, save yourself the trouble of reading the essay and just go watch the highlights of Trump’s crazed CPAC speech from yesterday. He is pretty obviously having a mental breakdown. If the guy at CPAC is the same guy who will bring peace to Korea, then we’re all delusional.

Basically I wrote this because South Koreans don’t quite get just how unhinged and ignorant Trump really is. Not being Americans or watching as much American news, they still, flatteringly, expect the US to be, um, mature and normal and don’t quite understand that we’ve elected a man-child who couldn’t care less about Korea, US power in Asia, allies, and so on. It’s crushing to see my students’ faces fall when I repeat some of the things Trump has said. Can’t wait for this to end…

The essay is after the jump:

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My Thoughts on the US Midterm: Voting against Trump to Defend US Institutions and Keep the GOP from becoming the National Front


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This essay is a re-post of a post I wrote for the Lowy Institute before the election explaining my vote against Donald Trump’s Republican party. This post went viral on Twitter; thank you.

One thing I wish I had emphasized more in retrospect is that Trump is turning the GOP into the National Front. I mention that in the essay, but the more I think about Trump’s impact on the Republicans, the more I think the National Front is the right model for where the GOP is going. The NF is a lot like Trump himself: semi-authoritarian, racist, gangsterish, flirting with anti-semitism. No wonder Bannon and Marine LePen get on so well.

I say all this as a deeply disaffected lifelong registered Republican. I voted a straight Democratic ticket this week just because of Trump’s threat to America’s institutions. I figure I will stay a registered Republican for the 2020 primary, to vote against Trump there. But if Trump wins re-election, I see no choice but to register as a Democrat. The GOP will be unrecognizable at that point – basically the American National Front by 2024. I imagine a lot of other center-right natsec types are probably thinking the same. This whole thing is so depressing, because the US actually needs a coherent center-right party as a part of checks-and-balances in a two-party system.

The full essay is after the jump…

A Korean Deal Based on Flattering Trump as a Useful Idiot will Not Hold


This is a local re-post of a piece I wrote for the Lowy Institute a few weeks ago.

Basically I wrote this in disgust at how Trump is falling all over himself about Kim Jong Un. I do not oppose a deal with North Korea, as my critics keep saying. Rather, I deeply distrust Trump’s motives. He isn’t doing this for peace in Korea or because he cares about the US position in Asia or the well-being of people out here. In fact, he’s not even doing it for the American national interest. He’s doing it because the leaders of North and South Korea are flattering him.

It’s appalling that Trump can’t see this. He hasn’t gotten anything serious out of North Korea, but apparently he loves Kim Jong Un, probably because Kim called him ‘Your Excellency’ in one of his letters. And Moon is playing Trump so badly – Nobel Peace Prize! – it’s embarrassing. Last year Trump was a jerk and called Moon an appeaser of NK. So this year, Moon is the tail wagging the dog. Moon has figured out that he can go around the hawkish US natsec bureaucracy, which distrusts him, and go straight to Trump. Flatter Trump enough, and he’ll agree to anything.

It’s gross, and it won’t hold anyway, because Trump is fickle and stroking his ego is not the same as building institutional support in the US for a deal.

The essay follows the jump:

South Korea is Now Running Détente with North Korea – and that is Probably a Good Thing


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This is a local re-post of a lengthy review I wrote on this year’s détente for the Center for International Governance Innovation. This is the original version, rather than that edited up version. They’re basically the same

Basically, I argue that the Trump-Kim summit in Singapore was a nothingburger, that basically served to get Trump out of the way. The Americans had to be involved somehow given their importance to South Korea security. So Trump had to have something – unsurprisingly, a content-free, made-for-TV summit. With Trump now sidelined, Moon can do his stuff. I figure we’ll be lucky if he can cap NK at its current arsenal without giving up too much. That is the challenge now.

The full essay follows the jump:

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