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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.

What Is The One Thing I Know For Sure?

July 17, 2026

Quotes to Contemplate

Americans can still read. Paradoxically, they might be reading more words than ever before. People’s lives are filled with emails, text messages, X posts, Reddit threads, and Instagram captions. But these snippets of text have crowded out the time necessary for sustained reading of complex texts. And over time, people have lost the higher-order abilities of comprehension and synthesis. America, in other words, isn’t illiterate. It’s post­literate. - Rose Horowitch

Summary of Primary Thoughts To Contemplate In This Issue

What we do is take the very best in all of history and recast it in our own image.

I really, really do not like that, but it is necessary if you want to make money.

Even Shakespeare played to the groundlings.

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Both sides are bluffing to some extent, but the Iran War is entering another, dangerous phase.

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The one thing I know for sure:​

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So, You Say You Want A Revolution?

> Muhammad - including variant spellings - has once again claimed the top spot as the most popular name for newborn boys in England and Wales.

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> Ebola continues.

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> Irony? Karma? Mexicans demonstrating against Central American immigrants.

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> New York officially becomes the first state to freeze large data center construction, amid concerns over power costs and water use.

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> Total US federal debt is now up to a record $39.4 trillion, rising +$3.2 trillion over the last 12 months.

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> I hate that I missed this, because one of my "laws" is the principle of action - equal and opposite reaction in the social sphere. On a podcast today, the participants noted that the Democrats' lawfare against Trump rallied the troops for him, contributing to his election.

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> Secretary of War announces testosterone screening for soldiers over 30.

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> AOC declares TV networks have an “ethical obligation” not to air Trump’s Thursday address.

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> Pakistan erupts into debate over whether crypto is halal, with leading clerics issuing conflicting rulings.

What Is The One Thing I Know For Sure?

Several weeks back, I wrote a treatise on how knowledge was subjective and how each of us created our own realities.

Which begs the questions – how do I know what is real and true? How does the world function at all?

The first answer is, you absolutely cannot tell what’s real and true, unless you have a supreme being to tell you, and then you will probably argue with (him) – say on homosexuality. (I think that it is marvelously wonderful that mere specs of dust will take on the infinite and stomp their feet, insisting they are right. It provides deep insight into identity politics and culture wars. Spoiler alert - if a supreme being says homosexuality is wrong, it is wrong, period. (I personally do not think it is wrong, just making an example.))

The second answer is, it’s on the order of a minor miracle. The center should not hold – and sooner or later it does not – but then a new social lifeform appears and on we go.

This writing contemplates how it is that we navigate the world not so much to determine truth as to function, survive and prosper. You can accomplish those goals while ignoring or rejecting many truths.

But first, I want to bring up that old shibboleth, the Moon landing.

Did it, or did it not “really” occur?

If you think it did, why do you think so?

The culture thinks so? The culture used to think the world was flat, that witches were real and that you cured illness with leaches.

An expert you trust said so? In 2007, Microsoft CEO Steve Ballmer infamously dismissed the iPhone as a "niche toy" with no appeal to business customers due to its lack of a physical keyboard. Decades earlier in 1977, Digital Equipment Corporation founder Ken Olsen declared there was "no reason anyone would want a computer in their home"

You saw the rocket launch on TV? You also saw Alf on TV. You panicked when The War of the Worlds was on the radio. Lawyers learned a long time ago that eye-witnesses were not that reliable.

The government says so. The government continually lies with alacrity about many things.

The bottom line is that you have no firm basis to determine that the Moon landing was true. You believe it is true. That’s all you can do.

And that pretty much covers everything you see. Your life is a construction of beliefs – not truths.

Not just capitalism or socialism or pronouns, but everything you “know” is a construct.

Philosophers have dealt with this for ages.

We have discussed Plato’s wonderful allegory of the cave, in which reality is a projection of forms onto a wall. (If you are not familiar with it, run, don’t walk, to the nearest screen and Google or AI it.)

Contemporary philosophers continue to disagree as to what reality is, complicated by quantum mechanics and a lack of understanding of what consciousness is in the first place.

And everyone is totally amazed that mathematics, whatever that is, pretty well describes reality, whatever it is. Simply astounding.

The truth is out there somewhere, only the game is rigged such that we will never know it. At best, we can creep up on it. The parable of the blind men and the elephant is perfect. In my version, three blind men approach an elephant. One grabs the tail and says, “I know what an elephant is, it is a long cord with a brush on the end.” The second grabs a leg and says, “You’re crazy. It is like a tree trunk.” The third grabs the trunk and says, “You two are clearly delusional. An elephant is a flexible tube with warm air coming out.”

So, given all of this, how do we even function? How does the world, pretty much reliably, get through the day?

Part of it is Darwinian. Those who create universes too far from reality simply fail, leaving those who are close enough to propagate.

Socialism does not have to be “right” or “best” at all. It simply needs to be good enough.

Part of it is that some truths just don’t matter to everyday existence. The Moon landing is one of those. So is the flat Earth theory. May be interesting, but do not matter, at least as a first approximation. Aboriginal humans have existed for hundreds of thousands of years without any of the truths of modernity.

Part of it is that incompatible truths can, more-or-less, coexist. Say Islam and Hinduism. Or capitalism and Communism. In a wonderful coincidence, every football team in America is number 1.

And there is the problem that the greater the number of truths we gather, we perversely create unsustainable universes. We will likely extinguish our species on the alter of technology. There is an argument to be made that the only sustainable homo sapiens in the long run are aboriginal.

We will leave all of that for another day. Sustainable, reasonable, or not, how do we get through the day?

It turns out to be, at bottom, Darwinian.

We create a world view, run that program in real life, and if all goes ok, then that reality is functional. We add a fact or an observation, run the new program and get hurt. Discard that fact or observation.

But we start with an operating system – a culture we swim in at birth. People before us have done the hard work of determining which plants are poisonous. We have a system that more-or-less works in the sense that some plants it identifies as poisonous may not be, but none of those identified as poisonous are not.

That’s good enough.

Then we venture into the ever-changing, evolving, creating and competing bits of culture – not so much about poisonous plants, but about ideas and thriving - come to think about it, close enough to the same thing. How does one choose between socialism and capitalism? How do we discern reality?

Wrong question.

This is not about reality, this is about subjective values.

Is economic growth important? Go for capitalism.

Are equalities of outcome fundamentally important? Go for socialism.

Do you want both, but understand that you can’t have both, only compromise? Come up with a hybrid system.

But that still begs the question of, given a situation or a “fact,” how do you determine its truthiness?

Trump says we will bomb Iran back into the Stone Age.

Talarico says Christianity and Islam are the same thing.

Mamdani says rent control is fair and proper.

Many say China will invade Taiwan.

In my world view, none of these things is true.

How do we sort through all of this?

  • First, understand that whatever conclusion you come to, there is a reasonable chance you are wrong. Humility is fundamentally important. You CANNOT be certainly correct.

  • Second, understand that behind every opinion and worldview there is an ultimate objective. For every “fact” try to identify the ultimate objective. Since EVERYTHING requires trade-offs, think about what is being traded-off - liberty for order; growth for equality of outcome.

  • Third, cui bono? Who benefits? Why would someone say a thing; why would they say the opposite?

  • Fourth, understand human nature and read history. Create an overall worldview and then see how a new fact fits in. New facts will almost always affect worldviews, some reinforcing; some requiring rethinking.

  • Fifth, look around at what is going on. How does the new fact fit the context?

  • Sixth, have trusted experts, about whom you always maintain skepticism, and review not only their conclusions, but also their reasoning. An expert you like is someone who has a similar worldview to yours. Don’t just take their thoughts as truth. Make yourself understand why they think that way.

  • Seventh, seek out opposite views. If you are conservative, read the Guardian – not the New York Times. Every now and then, if you really want to dive into deep waters, read, say, the Nation, or the Maoist manifesto of the Democratic Socialists. Often that would be a lesson in how crazy people can be, but also that there are kernels of truth that you are ignoring. Don’t just dismiss an opposite view out of hand. Understand the argument against and identify the kernels of truth that you have to face and deal with. (Don't watch MSNow if you are conservative or Fox if you are liberal. They are worse than nothing.)​

I express opinions in this space based on a worldview that has been created by decades of reading and watching and living in my head. I do not assert correctness, only, hopefully, coherence and resilience.

I select what are to me interesting tidbits of information. Mostly they are not presented as facts so much as I think they are interesting or humorous or absurd. I want to bring them to your attention to consider for your worldview.

There are a reasonable number of you, a number of "facts" to consider and a lot of opinions to consider, so I get feedback, both expanding on my thoughts and providing pushback. I often learn a great deal from that feedback and go in to tinker with and adjust my worldview.

Let’s take China invading Taiwan.

Reader SS and I disagree on this one. I think, all things being equal and the US not precipitating a crisis, Taiwan will slowly-and-then-suddenly just be incorporated into China. SS believes China will invade – and soon.

I have no idea who is right, but SS is intelligent and thoughtful. He is not mouthing propaganda or some party line. His views are definitely credible. Following are the principal concepts I am, and he is, probably, using.

  • Macro historical trends and cycles. There are times that support these kinds of actions and times that do not. SS has a war cycle theory that he has put together that indicates we are vulnerable to war. Given the Fourth Turning, I have no argument with that.

  • The history of China. One of the great civilizations of history with great traditions that literally view their nation as the center of the universe. A Confusion / Buddhist heritage. A nasty bout with Europeans, particularly the British in the Opium Wars.  Subjugation and humiliation, including by Japan. A civil war in which the Communists won. The upheaval and terror of Mao and the Cultural Revolution. An incredible resurrection to become one of the dominant forces on Earth.

  • The historical relationship between China and Taiwan. Taiwan is where the remnants of the losers went after their civil war. It has become a capitalistic success in its own right. It is a cultural, historical and technological prize.

  • The history and psychology of Xi. A man who lived through the Cultural Revolution in the fields who has become a ruthless dictator. He has a vision for China and wants to be an historical figure. This looms large in SS’s appraisal since SS believes Xi wants integrating Taiwan to be his crowning achievement.

  • Military feasibility. China dominates Taiwan militarily, just as Russia does Ukraine and the US does Iran. Absent nuclear conflict, the US cannot, as a practical matter, protect Taiwan. China provides many of the parts for US weapons. But, Taiwan is buying drones, hand over fist.

  • International approbation. The world will scorn and perhaps sanction China. But given China’s economic dominance, much of this could be tokenism and short-lived.

Anyone who has an opinion who does not take all of this into account simply does not have an informed opinion.

Informed opinions turn out to be rare.

And, just because an opinion is informed doesn't mean it is right.

But, I also use Occam’s Razor as a guiding principle: when faced with competing explanations for a phenomenon, the simplest one requiring the fewest assumptions should be preferred.

  • China really wants Taiwan.

  • Normally, China takes the long view.

  • An invasion would be costly and messy at best with a lot of unintended consequences. There are rumors that Taiwan’s semiconductor industry is rigged to self-destruct in the event of an invasion.

  • Every year, Taiwan and China become more interconnected on all levels.

  • My conclusion is, one day without military intervention they come together.

How strongly is that opinion held? Moderately strong. I give it a 70/30.

I think SS’s strongest argument is that Xi wants this, personally. This is not primarily rational for Xi. Therefore, rational analysis may be only mildly useful.

And, that’s one of the most important conclusions in my worldview – humans are not rational and therefore facts may not matter much or at all, and human nature and individual personalities are paramount.

My current example is Graham Platner. The point of Platner is to win, principles and values be damned. As we have discussed, the primary area for contemplation is why and how can Platner be a winner in an election among “rational” voters. What are those voters using as facts and what are their values? What does that imply about the social dynamics of Maine and of the nation?

The bottom line is that we are playing games that mostly do not require precision in describing reality and that emotions will dominate. Our culture and our genes provide the substrates for worldviews against which we measure the world.

There is no correct worldview – worldviews are functional or they are not – Darwinian.

Your worldview on pronouns may seem existential, but on a larger scale, it just doesn’t matter. Among a group, one worldview is required. Among another group, that worldview is excessive and destructive. The world has existed with a limited set of pronouns for millennia. Probably not existential. Probably locally important.

Global warming is probably a better example.

In my view, it is existential.

My bottom line, simplistically, is that global warming is “real” and matters a lot. Also, that nobody cares. Also, even if you care, the cost of addressing it is humongous, therefore meaningful actions are all but impossible. (Lip service, however, is everywhere – sanctimonious virtue signaling is also characteristic of our time.)

Reality avoidance is what humans do best.

This has all gone on way too long, but I want to make one more observation.

Our lives are constructs and are not built on reality. We spend our lives avoiding reality.

Reality is judgement neutral. You live, you die, you get sick, you used to procreate. Nature includes tornadoes, hurricanes, floods, draughts. Disease is everywhere. Nature doesn’t care about capitalism, Communism or pronouns. The universe is, for all practical purposes, infinite. We are not even a spec of dust in the grand scheme of things. Reality is best described by mathematics you probably can’t begin to understand, describing relativity and quantum mechanics, which you almost definitely do not understand. (Nobody understands quantum mechanics, so don't feel badly about that one.)

You are not even close to understanding reality in any fundamental sense of the world.

We avoid all of that.

The rest of the world lives in differing degrees of difficulty – including poverty. Some of us worry about our poor, ignoring the fact that our poor are more prosperous than billions of people in the rest of the world and are more prosperous than essentially all humans that have ever lived.

When considering “reality,” it is critical to understand that we live inside an artificial construct that bears little resemblance to reality. Any reality that we create is derivative of and based on an artificial construct.

In the end, we are playing a board game according to rules we have put together, constrained by whatever the Platonic-form of reality is.

So, your task is to create a worldview that enables you to survive and prosper as best you can. You put the emotional layer on top of value-neutral reality that creates an artificial importance to what you do to contribute to your life’s meaning.

(Spoiler alert – absent a supreme being, your life has no meaning, so it is incredibly important that you find a supreme being or create meaning, which brings us full circle back to pronouns.)

The Market

No change. Things are probably heading down in the short term.

The Iran War

> This looks to me to be the opening of Act II - the bombing of almost everything on both sides. This could get really ugly. AI put it like this in my daily briefing today: 

"Week one of the renewed war ends in stalemate — and the "forever war" framing arrives. The US completed its sixth consecutive night of strikes Thursday, hitting command centers, air defenses, and ballistic missile infrastructure, while Iran's daily retaliation package continued: Jordan intercepted eight missiles, Kuwait downed drones, and a child in Qatar was injured by interception shrapnel — the Gulf states are now absorbing daily fire as the war's collateral geography. Tehran hardened rhetorically, declaring Hormuz a "red line" and vowing not to permit US interference. No diplomatic progress registered publicly all week. The International Crisis Group's Ali Vaez put the structural problem plainly: a page-and-a-half MOU took two months to negotiate and three weeks to unravel — if that minimal floor can't hold, the two sides cycle from one round of violence to the next. That's the forever-war thesis, and a week of data supports it. Two dissenting notes from within the US orbit are worth logging: a former Trump defense secretary told the FT that aerial bombardment won't win this — only economic strangulation forces the strait open — which is implicitly an argument that the blockade, not the airstrikes, is the decisive instrument. And inside Iran, former FM Mottaki's televised call for a ground war and mass hostage-taking of US personnel is fringe bluster, but it maps the escalation pressure Iranian hardliners are applying against any Doha channel."

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> I have found Anas Alhajji to be an honest broker about all things Middle East, including the Iran War. You should listen to his current interview on macrovoices.com. He views the Iran War as 3D chess against China. Very interesting.

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> My probability of the use of a tactical nuke is now back at 20%.

 

> Interesting discussions about why the price of oil did not go up more. One reason was the worldwide drawdowns of strategic reserves. The main reason is that China, with the world's largest strategic reserve, cut consumption way back. Not clear why they did that, but it prevented $150 oil.

 

> On again, off again, bomb, talk. This is going to go on a long while. 

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> Trump announces the U.S. will charge 20% on all cargo shipped through the Strait of Hormuz. Then he walked it back.

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> The US blockade of the Strait is back on.

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> The world is continuing to run out of things - like helium for chipmaking. The most important thing for you in the short term is worldwide refining capacity.

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> Senior Houthi official announces "Bab al-Mandab will also be closed like the Strait of Hormuz, oil prices will rise to $200 per barrel," per PressTV.

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Short Takes

> There is a disturbance in the force. We are in mid-July in Austin, Texas. We should be in a run of 100+ degree days. It has hit 100 only once this year and this week we had highs in the 80s (actually one of 76).

Every year in the summer a "heat dome" forms over Texas and does not move for months. The result varies from summer to summer, but 100-degree days are the norm. So far, the heat dome has not formed over Texas. It briefly formed over the Northeast and is currently over the northern Midwest, moving back to the Northeast. Not sure what is going on, but I'll take more of whatever it is.

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> Chinese court rules gamers can pass gaming accounts, in-game items, and other digital assets to their heirs after death.

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> Democratic Socialists published a picture of a meeting in Colorado where half the participants were wearing masks. When I see someone in a mask, I am not sure whether I should sympathize with them for having a physical ailment, or become concerned about their overall worldview. It can't be done, but as a thought experiment, try to come up with what the world looks like to someone who is healthy and feels the need to wear a mask today.

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> I am beyond ecstatic that the Republicans and Democrats are coming together on a fundamentally important issue - permanent daylight savings time. The Republic is saved!

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> The Odyssey is out to rave reviews - I will definitely see it at IMAX. It seems that the gods, which are main characters in Homer's version, are basically left out. Athena and Circe play bit parts. In Homer the whole adventure is driven by Odysseus being cursed by Poseidon for killing his son, the Cyclops, Polyphemes. And he only survived by having Athena on his side. But we don't understand the times when you did not "believe" in gods. They were just there as an integral part of your everyday life, kinda like water. So, a different story altogether. Maybe a very good story, but not THAT story.

Superman without kryptonite.

Scarlett without Rhett.

At one point, Telemachus calls Odysseus "Dad."

What we do is take the very best in all of history and recast it in our own image.

I really, really do not like that, but it is necessary if you want to make money.

Even Shakespeare played to the groundlings.

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> Polymarket has a sense of humor - U.K. reveals Bluesky will be included in the under-16 social media ban, affecting dozens of teens.

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Miscellaneous

Nothing this week.

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