Quotulatiousness

March 13, 2026

The Raj – a cut-and-dried case of plunder?

Filed under: Britain, Economics, History, India — Tags: , , , , — Nicholas @ 04:00

Celina considers the claim that the period of British rule over India was a period of British plunder of Indian resources:

The historical evaluation of the British Raj has increasingly become a battleground for competing political and academic narratives. In the 21st century, the discourse has shifted significantly toward an oppression narrative that characterises the period from 1757 to 1948 as one of singular depredation. This perspective, popularised by public intellectuals such as Shashi Tharoor and economic historians like Utsa Patnaik, posits that British rule was defined by systematic deindustrialisation, engineered genocide, the intentional dismantling of educational systems, and the looting of wealth on a scale that defies standard economic modelling.1 However, when subjected to the rigours of aggregate statistical data, comparative institutional analysis, and a sense of historical proportion, these claims frequently reveal themselves as founded on misleading anecdotes and founding myths rather than objective economic realities.2 To accurately understand the trajectory of India under British influence, it is essential to move beyond evocative stories, such as Winston Churchill’s peevish marginal notes and examine the underlying population trajectories, industrial output figures, and the structural transition from a traditional to a constructed capitalist economy.3

“Political Map of the Indian Empire, 1893” from Constable’s Hand Atlas of India, London: Archibald Constable and Sons, 1893. (via Wikimedia)

Chronology and the Context of the Great Divergence

A critical assessment must begin with a precise periodisation of Indian history. The interaction between Europe and the subcontinent can be divided into four distinct phases: the pre-European period (before 1505), the era of initial coastal contact and Portuguese outposts (1505–1757), the transition under the East India Company (1757–1818), and the era of English domination and formal Raj rule (1818–1948).4 The central contention of modern critics centers on the final period, arguing that India’s share of the global economy collapsed from approximately 24.4% in 1700 to roughly 4.2% by 1950.5

While these proportions are grounded in data, most notably the work of Angus Maddison, the interpretation of this decline as evidence of absolute impoverishment is a fundamental statistical fallacy. The decline in India’s share of world GDP was not the result of a shrinking absolute economy, but rather the consequence of the Great Divergence. During this period, Western Europe, North America, and eventually Japan experienced explosive, intensive growth through the Industrial Revolution, while India remained largely stationary.6

Between 1850 and 1947, India’s absolute GDP in 1990 international dollar terms actually grew from $125.7 billion to $213.7 billion, representing a 70% increase.7 The stagnation in per capita terms, GDP per capita was approximately $550 in 1700 and $619 in 1950, reflects a classic Malthusian trap.8 The unprecedented population growth stimulated by the introduction of Western medicine, increased land cultivation, and the relative political stability of the Raj absorbed almost all economic gains.9 Far from being genocided, the Indian population expanded from 165 million in 1700 to nearly 390 million by 1941.10

  1. https://en.wikipedia.org/wiki/Shashi_Tharoor%27s_Oxford_Union_speech
  2. https://winstonchurchill.hillsdale.edu/tharoor-inglorious-empire/
  3. https://www.reddit.com/r/AskHistorians/comments/l9nve2/he_peevishely_wrote_on_the_margins_of_the_file/
  4. https://en.wikipedia.org/wiki/Economic_history_of_India
  5. Ibid
  6. https://winstonchurchill.hillsdale.edu/tharoor-inglorious-empire/
  7. https://www.rug.nl/ggdc/historicaldevelopment/maddison/
  8. Ibid
  9. https://winstonchurchill.hillsdale.edu/tharoor-inglorious-empire/
  10. https://www.rug.nl/ggdc/historicaldevelopment/maddison/

March 8, 2026

The comfortable illusions Canadians tell themselves about the criminal justice system

Filed under: Cancon, Government, Law, Media, Politics — Tags: , , — Nicholas @ 05:00

L. Wayne Mathison describes how far too many Canadians see crime in Canada and how their pleasant imaginings depart from reality:

Let’s talk about the fairy tale we keep telling ourselves about crime in this country.

If you listen to a certain very loud and very sheltered crowd, you would think our justice system is basically a giant vacuum cleaner wandering the streets accidentally sucking up innocent people who somehow tripped and fell into a robbery charge. Apparently every person behind bars is just a tragic first-timer who made one bad decision on a difficult Tuesday afternoon.

That story collapses the moment you look at the numbers.

Statistics Canada shows something much less romantic. Our prisons are not packed with unlucky amateurs. They are filled largely with repeat performers. If someone is standing in court for a property crime, there is about an 80 percent chance they have already been convicted of doing the exact same thing before. For a lot of these offenders, theft is not a moment of desperation. It is a routine. Court is not a moral reckoning. It is paperwork.

Breaking into garages, lifting bikes, stripping catalytic converters. That is not chaos. It is a job description. Getting caught is just an occupational hazard.

Meanwhile the public is told to take a deep breath, retreat into their “inner Stoic,” and accept that having your property stolen is just part of modern urban weather. File the police report. Replace the lock. Pretend the system is working. It takes real mental gymnastics to watch the same small group of chronic offenders rack up dozens of charges while experts patiently explain that we simply need more empathy.

Look at what happens when these people are actually caught. Most walk out with bail conditions that amount to a polite note asking them to please behave. Unsurprisingly, a huge chunk of new convictions in Canada are administration-of-justice offences. That means breaching bail, skipping court, ignoring probation. They break the rules almost immediately. The revolving door barely slows down.

We do not need some grand philosophical rewrite of the social contract to fix this. We just need to stop pretending the public cannot see what is happening. A very small group of highly active repeat offenders causes a huge share of the damage in our communities.

Until the justice system stops treating career criminals like lost lambs who simply wandered off the path, the rest of us will keep paying the bill.

December 30, 2025

Tariffs are an economic burden, even when you claim they’re paid by foreigners

Filed under: Business, Economics, Government, USA — Tags: , , , , — Nicholas @ 04:00

At the Foundation for Economic Education, David Hebert responds to a recent pro-tariff puff piece from financial columnist, Matthew Lynn:

As Lynn acknowledges, “the tariffs are a tax”. Because they are a tax, they are going to be paid by someone in some form. You can’t have money flowing into the Treasury without someone paying that extra money in some way. Broadly speaking, we can divide the potential payors of American-imposed tariffs into three camps: American consumers, American importers, and foreigners.

One of the oft-cited effects of a tariff is to reduce the amount of imports coming into America. This makes sense and is in fact one of the numerous goals administration officials have pointed to. Insofar as American consumers and importers end up paying the tariff, they will buy less of the now-more-expensive foreign products. We’re already seeing this happen in the US, which Lynn alludes to throughout his article.

If foreigners pay the tariff, they’ll sell less of the now-tariffed goods to the US. This will, as President Trump and others have correctly identified, hurt their bottom line. To offset at least some of this, these countries will try to sell more of their products to their domestic consumers or consumers in countries other than the US. This is exactly what we have seen and what we are seeing, as other countries around the world are securing new trade deals with one another and deliberately excluding the United States from said deals.

So, Lynn is correct to point out that foreign corporations have incurred costs because of the Trump tariffs. However, despite his repeated implication to the contrary, this is not money that goes to the US Treasury. Volkswagen, for example, has raised the price of its 2026 models by up to 6.5 percent, largely due to tariffs, and has indicated that this is just the beginning. That’s more money coming out of American consumers’ pockets. At these higher prices, American consumers are purchasing fewer Volkswagens than last year. Volkswagen’s losses from the tariffs include an almost 30 percent decline in profits from auto sales. Importantly, sales that do not happen count toward the reduced profit that Volkswagen reported but generate no tariff revenue for the Treasury to collect. That Lynn, a financial commentator, does not understand this distinction is deeply troubling.

Who Really Pays the Tariff?

Lynn’s central argument rests on a fundamental confusion between what economists refer to as the “legal incidence” and the “economic incidence” of a tax. Legally, because tariffs are a tax on imports, it is the US importers who must write the check to Customs and Border Protection. But this says nothing about who actually pays the tariff.

For example, when landlords’ property taxes go up, who pays? The landlord will obviously write the check to the county assessor, but unless Lynn thinks that landlords are running charities, that cost gets passed on to tenants in the form of higher rent, less frequent maintenance, or fewer included benefits (utilities or access to designated parking, for example). The legal incidence falls on the landlord, but the economic incidence falls disproportionately on renters, i.e., young Americans already besieged by high housing costs.

Tariffs work the same way. US Customs and Border Protection bills the American importer directly, which is the legal incidence of the tariff. But the economic burden gets distributed among American consumers, American importers, and foreign exporters, depending on the particulars of the individual markets.

Lynn cites the Harvard Pricing Lab finding an approximately 20 percent “pass-through rate,” meaning that American consumers are only paying about one-fifth of the tariff costs. He treats this as a permanent feature of the tariff regime and as proof that foreigners are footing the bill. But the question isn’t who writes the check today, it’s who bears the cost over time. And here, the evidence directly contradicts Lynn’s fables.

As we have seen, pass-through rates are not static, but evolve over time as markets adjust. And every piece of evidence suggests that the pass-through rate has been and is continuing to rise rapidly. Goldman Sachs and the Council on Foreign Relations tracked the evolution over just this administration. Their findings are stunning: In June, US businesses absorbed about 64 percent of the tariff costs, American consumers about 22 percent, and foreign exporters about 14 percent in the form of reduced profits. Just four months later, American businesses absorbed just 27 percent, while American consumers absorbed 55 percent and exporters absorbed 18 percent. Projections for 2026 continue the trend with consumers absorbing 67 percent, exporters 25 percent, and importers just 8 percent.

The logic behind this is simple and has been echoed by President Trump and Scott Bessent themselves. In the initial months following Liberation Day, American importers could not quickly shift to alternative suppliers, giving them little leverage to demand price cuts from existing foreign vendors. Many American importers also believed (or hoped?) that the tariffs were simply a negotiating tool that would be bargained away. Having built up inventories before April, they were able to avoid raising consumer prices, with the belief that the “temporary pains would be worth the long term gains.”

That’s no longer the case. As the BLS notes in its latest import price index report, the price of imports has barely changed. This matters because US importers, not foreign sellers, are legally required to write the tariff check. American buyers pay the foreign company’s price, then pay the tariff on top of it. If foreigners were truly absorbing the tariffs, they’d have to lower their prices to compensate, and we would see a decrease in the import price index. We haven’t. The index is flat, which is evidence that the burden of the tariff is, as economists warned, being paid disproportionately by Americans in one form or another. As the Council on Foreign Relations analysis points out, by October, importers have “had time to seek alternative suppliers, giving them a bit more negotiating leverage.” More importantly, the “trade deals” that the administration has inked have made it clear that substantially higher tariffs are here to stay. All of this gives importers and retailers good reason to continue passing more of the costs along to consumers.

We are already seeing evidence of this happening. The Federal Reserve Bank of Boston’s survey of small and medium-sized businesses, for example, confirms this dynamic. Firms expecting tariffs to persist for a year or longer plan to pass through three times more of their cost increases to consumers than firms expecting short-lived tariffs. As of August, over 45 percent of affected businesses expected their costs to be impacted for longer than a year.

But how does all of this compare to the pass-through rate felt during the 2018–2019 tariffs? The Harvard Pricing Lab — the same data that Lynn cites — actually undermines his entire argument. After just six months, the 2025 tariff pass-through rate is indeed around 20 percent. But if we compare this to the 2018 tariffs, the difference is night and day. After Trump’s first-term tariffs, the pass-through rate stayed under 5 percent after a full year. This isn’t evidence that these tariffs are working. It’s evidence that these tariffs are hitting consumers harder and faster than the previous round.

December 13, 2025

Misunderstanding the causes of wealth

Filed under: Economics, History — Tags: , , , , — Nicholas @ 04:00

As most economists could point out, there’s no point asking what are the causes of poverty, because poverty is the default condition. Getting people out of poverty, that is a much more interesting discussion. Tim Worstall responds to a recent video from someone who clearly doesn’t understand where wealth comes from:

From this video here. Given that Grace [Blakeley] herself posts it she must approve the content.

    Because the way that capitalism generates prosperity for some is by generating misery for others. You cannot have universal prosperity in a capitalist system. Just think about, like, this phone. What has happened for me to be able to hold this phone in my hands right now? A bunch of kids in the Democratic Republic of the Congo, at gunpoint, have been sent to scratch coltan out of the ground …

So, first thought. If the world, the economy, is a zero sum game then yes, we can only have some prosperous if others are not — some can only have more pie if others have less. On the other hand if we know how to bake the pie bigger then all can have more at the same time.

So, do we know how to make the pie bigger?

That source of Brad DeLong means yes, this is correct. Where’s that inflexion point, that bend in the curve? About where we start doing capitalism with free markets. As Marx, K himself pointed out capitalism is really very productive.

OK, so we know how to increase the size of the pie, it is possible for all to gain. It is not necessary for some to get less in order for others to gain more. The central contention is wrong. Provably, obviously, wrong.

Oh, sure, sure, it could work out that we take stuff off others in order to feed some. You know, say taxing child carers in order to pay train drivers massive salaries, as we do. But it’s not in fact necessary.

We can also check this another way:

So, lots and lots have become better off in this period of capitalism. Sure, sure, we should do better as a civilisation, we want all to do so. But while so many have got better off no, it is not possible to say that this has been done at the expense of those in extreme poverty. Because extreme poverty itself is set at the subsistence level. If you take stuff off the extreme poor then they die — that’s what subsistence level means. So that majority of humanity has not got rich by nicking it off the extreme poor. Because if they had there would be no extreme poor as they’d all be dead.

So, the overall claim is simply wrong. But it’s also wrong in specifics.

December 4, 2025

Don’t put a lot of trust in the “surging Canadian GDP stories” they’re pushing

Filed under: Cancon, Economics, Government, Media — Tags: , — Nicholas @ 03:00

On the social media site formerly known as Twitter, Stephen Punwasi put together an interesting thread on the latest “rosy scenario” GDP numbers the state media have been making such a big deal about:

2/ What do we see? Imports contributed 0.7 points out of 0.6 points of Q3 GDP growth. The rest of the economy was a net drag.

Imports contribute to GDP as a part of net exports: exports minus imports.

Smaller imports boost net exports. Imports made the biggest drop since 2022.

3/ What we’re seeing is a phenomenon called import compression: the balance was boosted by falling imports.

It’s a superficial improvement due accounting mechanics. The only growth is actually weakness.

We figured it out. But wait — how do they get import/export data? 😬

4/ Let’s start with imports. I recalled reading about the CBSA’s new customs & revenue management (CARM) platform.

Totally normal bedtime reading for weirdos, I know.

CARM delayed data to StatCan, who had to estimate on trend & revise. I can’t recall the issue being resolved.

4/ I contact StatCan. Delays have improved but recent data is heavily impacted.

They warn to expect larger than usual revisions to September — a third of Q3. 😅

It gets funnier: 🇺🇸’s gov shutdown means 🇨🇦 can’t get data for ~75% of its exports. Trend estimate again.

5/ so all GDP growth was imports, which fell faster than exports.

Imports & exports are estimates based on trend.

But wait — what exactly is a trend? It’s based on seasonal adjustments — smoothing predictable variation.

In 🇨🇦, that means suppressing summer & boosting winter.

6/ non-predictable variations to consumption like recession & trade wars can’t be filtered out.

The adjustment over/understates. e.g. 🇺🇸 Fed research shows this overstated recovery & lengthened the financial crisis. Ditto with COVID.

It can’t be fixed until years later.

7/ let’s put this together:

– 🇨🇦’s GDP grew exclusively due to the trade balance.

– import compression — a weakness that overstates growth

– trade had to be inferred via trend

– trend overstated by irregular shock

Yup.

8/ just to clarify — none of this is StatCan’s fault.

They’re tasked w/a deadline over the past year & 🇨🇦 decided to overhaul its trade data during a trade war.

They told me Dec 11th will be when revisions for imports come in & we’ll get an update on CARM.

9/ Bonus fun facts for the pros:

– by pushing it back to the 11th, this overstatement helps suppress yields for the GoC cash management program

– the 11th is after the last auction data is provided to dealers

Fascinating combo while 🇨🇦 is asset cycling for short-term optics.

10/ anyway, full write up, direct quotes from StatCan, & a fun bonus GDP fact for the kiddos.

Also, follow @BetterDwelling if you found this interesting.

We take research & insights reserved for deep-pocketed investors & give it away to normies w/plain english explanations.

November 20, 2025

QotD: What happened to the “Lucky Country” when the luck ran out?

Filed under: Australia, Bureaucracy, Government, History, Media, Politics, Quotations — Tags: , , , , , — Nicholas @ 01:00

I used to think that being born Australian was the greatest blessing in history.

Without thinking too deeply about it, I sensed we had inherited some of the best British qualities: we understood that a batsman should walk when he knew he was out, regardless of the umpire’s decision; and that the best hangover cure began with a cup of tea.

We ridiculed our friends because there was no greater compliment than offensive humour, but didn’t overdo it because brevity was the soul of our wit. (Google it, Abdul.)

Then I discovered that the British colony in Australia was founded 12 years after Americans declared that all men (not just American ones) are created equal, and with certain inalienable rights, and realised that their belief in liberty, too, was part of our precious heritage.

By developing in lockstep with them and marching to every subsequent war alongside them, we had been imbued with Americans’ rugged individualism, but cleverly managed to avoid their gullibility for life’s more superficial panaceas.

For a while, we even gave the Americans a run for their money in the pursuit-of-happiness caper. Our island continent had more room, stranger animals and nicer cities, and we had a bigger middle class, which confirmed to us that egalitarianism, the bedrock of our culture, worked.

Then, in 1983, the crew aboard the Australia II yacht showed the New York elite that their unlimited money was no match for our gritty ingenuity.

What a time to be alive! How brilliant were we! We were six-foot-four and full of muscle, and we thought it would last forever.

That it hasn’t is partly our fault. We constantly called ourselves The Lucky Country, conveniently forgetting that Donald Horne coined the name as a warning, that one day the luck would run out. That’s what luck is: it changes.

We revelled in our prosperity and mocked the idea, fundamental to our founders, that prosperity is a two-way deal.

And we lazily imported “vibrancy” instead of building on the sophisticated western civilisation, going back to Socrates and Aristotle, we were unbelievably fortunate to inherit.

But for all our complacency, at least we never deliberately sought our own demise, which, it is now clear, is what our own government is doing with grim determination and sinister skill.

As a free and prosperous nation with unlimited resources, Australia should have the pick of the richest, cleverest, most urbane migrants in the entire world. Instead, it has opened the door to millions of low-skilled peasants from Third World countries who aren’t even slightly interested in assimilating, if they don’t outright hate our culture and want to subjugate us.

There is more to this than Labor merely symbiotically importing freeloaders whose votes can be bought with unaffordable largesse. […]

As the brilliant Adam Creighton said on X last week, referring to our demographic transformation: “The Australia of your youth won’t remotely exist in 20 years. It will still have nice weather, at least”.

Our cultural suicide aside, this record intake of migrants reduces our already inadequate amount of available housing.

By how much? The Australian Bureau of Statistics isn’t saying. Its biennial Survey of Income and Housing was due out about now, but will not be released at all because of “data collection issues”.

In other words, ABS staff were unable to survey the people most affected by unprecedented levels of immigration because those people kept shifting between city laneways and homeless shelters.

Fred Pawle, “All They Can Manage is Decline”, Fred Pawle, 2025-07-21.

October 31, 2025

“NFL media is dominated by the nerds” and their “never-ending performance of Well, Actually football contrarianism”

Filed under: Football, Media, USA — Tags: , , , , — Nicholas @ 04:00

Freddie deBoer discusses the way NFL media coverage has changed from the retired jocks of old to today’s emphasis on data nerd analysis and clickbait contrarianism:

Being a sports media professional means forcing yourself to have this kind of a reaction every time you’re on camera.
Screencap from Freddie deBoer

Consider how smart football journalism was supposed to be by now. Long the domain of ex-jocks ladling out evidence-free bromides about how you have to pound the ball and causation-flipping claims that time of possession is the ultimate metric, today NFL media is dominated by the nerds, analysts who proudly announce that they’ve never played the game and let their teenage resentments power their never-ending performance of Well, Actually football contrarianism. Experience is out! Numbers are in! Empiricism reigns! The bible was right: someday, the meek will inherit the earth, and it’s happening every Sunday on NFL Twitter, where it’s always time to re-prosecute high school.

And yet … The analytics revolution promised to graft rationality and context onto our game-day commentary, but when it comes to the most common and pernicious trend in NFL analysis — overreacting to small samples and short runs of good or bad performance — nothing has really changed. That’s because NFL new media conditions dictate that even the most temperamentally sober and judicious talking heads operate as 24/7 hype machines. This is not, to put it mildly, a new problem. In 2007, ESPN’s Kevin Jackson wrote that NFL media was “Overreaction Nation – a land where no sample size is too small for drawing conclusions, where the most common movement is the knee-jerk”. That description still fits the NFL media perfectly. Week after week, cable TV and podcasters spin wild narratives, proclaiming teams hopeless or superhuman after one game, seemingly embracing the idea that “no sample size is too small”. That this all comes from people who will tell you that they’re the keepers of the flame of Rational Football Analysis only makes it all more annoying.

Modern front offices have jumped on modern statistical analysis, with every team employing analytics departments and with more and more coaches regularly expressing disdain for yesterday’s conventional wisdom. This isn’t a secret; the Ringer, which has always employed its fair share of football nerds who heap contempt on the old ways, proclaimed back in 2018 that “football’s analytics moment has arrived”, pointing out the rise of modern tracking data and explaining how it gives teams an edge. But if we’re honest, even the Ringer was clear that football will never be baseball in statistical clarity: “Football will likely never be baseball, where statistics can basically explain anything,” Kevin Clark (now of ESPN) wrote – “there are too few games and too many variables”. In other words, the sport I love the most is inherently a beast of variance, full of noise. You’d think that message would temper the beat writers.

Instead, it seems the analytics evangelists and talking heads don’t trust their own analytic philosophy. They invoke “small sample size” as a scolding cliché if you dare overreact, but shamelessly turn right around and do it themselves. With every Monday morning comes a fresh rush of oversimplified hot takes. And time has proven that the ostensibly-objective analytics peddlers are no better when it comes to hype than their old school former player competition.

The Minnesota Vikings drafted J.J. McCarthy last year as their “quarterback of the future” only to lose him for his rookie season with a knee injury in the preseason. He started two games so far this season and got injured in his first loss and will only return to play this coming weekend. Bust? A lot of online fans certainly seem to think so, on the basis of a two-game sample, one of which included one quarter of amazing work earning him NFC Offensive Player of the Week. Fans are fickle at the best of times, but the NFL media hype juices that into a kind of sports schizophrenia.

Could Drake Maye be the next big thing? Sure. He certainly has the physical ability. Or he could be Daunte Culpepper. Could CJ Stroud and Jayden Daniels justify all of the hype from their rookie years? Of course! The point is that I don’t know, you don’t know, and neither do the NFL pundits. Neither does Ben Solak. And what bothers me in particular about this species of condescending NFL pundit is that they will endorse concepts like “small sample size theater” when it conforms to their narratives and then gleefully discard those concepts when they don’t. It’s quite frustrating.

Here are tropes to watch out for when it comes to the NFL hype train:

  • One Game = Season’s Fate A single loss becomes proof a coach’s job is on the line, a single win means the team is a contender.
  • Player of the Year (or Bust) in 48 Hours A QB throws two picks and the media declares him washed up; the next week he goes 25-of-30 and he’s an MVP candidate. NFL pundits alternate between funeral dirges and coronation ceremonies every Monday.
  • Outsized Weighting of One Stat Analysts cherry-pick a percentage or grade and assign it cosmic meaning, AKA “going the full PFF.” (This is, not coincidentally, a big part of why so many ex-players despise PFF.)
  • Vox Populi Misguided NFL analysis has a habit of looking an awful lot like chatter on Reddit; go look for a team’s subreddit and note the way that supposedly adult-in-the-room analysts ape the exact same hype and intensity of the Reddit squad. A lot of new media-style entities even straight-up quote random tweets as if they’re serious analysis. When you’re looking to backstop deeply irresponsible predictions, any evidence will do.

September 3, 2025

“Once is happenstance. Twice is co-incidence” … but SIX?

Filed under: Germany, Media, Politics — Tags: , , — Nicholas @ 03:00

I depend on eugyppius to keep me up to date on German affairs, and despite the eyebrow-raising total of six AfD candidates dying unexpectedly, he doesn’t think it’s actually “enemy action” as Ian Fleming once wrote in Goldfinger, but it is statistically boggling:

I had plans to write about something else today, and I even have a half-finished post, but the story of the mysteriously dying AfD candidates is everywhere …

… and I feel compelled to address it.

The West German state of Nordrhein-Westfalen (NRW) is slated to hold municipal elections in just under two weeks, on 14 September. Eighteen million Germans scattered across thirty-one districts and 393 municipalities will elect councillors, board members, mayors and district administrators.

It’s important to understand the scale of these elections and the enormous numbers involved: Tens of thousands are presently running for office in NRW. The exact number isn’t certain, but it may be as great as 90,000. Most of these candidates are totally ordinary people. They are not professional politicians and they are not widely known outside their communities.

Four days ago, the German press began reporting on bureaucratic chaos stirred up by a series of unexpected deaths in late stages of the NRW campaign. Each of these deaths happened so late in the game that ballots had to be reprinted and the postal vote repeated. The German economist and social media personality Stefan Homburg picked up the story and called the deaths “statistically almost impossible“. AfD co-chair Alice Weidel retweeted Homburg’s suspicions, ultimately attracting the attention of Elon Musk.

Despite the widespread interest in this story, I really think it’s a nothingburger. We may be looking at an unusual cluster of AfD deaths in the upcoming elections, but we don’t know enough to say for sure how improbable this cluster is. All we can really say is that the deaths themselves are not unexplained and that their coincidence doesn’t look that improbable on its face.

QotD: The distance between NHS PR and NHS reality

Filed under: Britain, Government, Health, Quotations — Tags: , , , , , — Nicholas @ 01:00

The uncritical national admiration, approaching worship, of the NHS has required the subliminal acceptance of a certain historiography: before the NHS, nothing; after it, everything. Before 1948, the poor received no treatment but were left to fend for themselves when they were sick, and more or less, to die. After 1948, the ever-solicitous state system looked tenderly after the health of the population from cradle to grave.

It wasn’t difficult to promote such historiography by using horror stories from the past, stories which were perfectly plausible because almost any conceivable system will give rise to such stories. If, per impossibile, a new system were to replace the NHS, it would not be difficult to justify it by reference to horror stories, whether or not the new system was better. A war of anecdotes, while always gratifying to the human mind, is not the way to decide important questions such as the superiority or inferiority of a system of health care. Only anecdotes that also illustrate statistical trends or truths are valuable in such a context.

The statistics are not favourable to the NHS, at least if one chooses reasonable standards of comparison, namely other European countries. The results are not disastrous, but they are not good either. The NHS has failed even in its egalitarian goal: the gap between the health of the richest and poorest in society has only grown under its dispensation. And yet the belief in its levelling effect persists.

The propaganda in favour of the NHS has been so successful that it now accords with the sentiments of the population, a triumph that no communist regime achieved despite herculean efforts at indoctrination. The triumph has been achieved without compulsion or violence and ought to be an interesting case for political scientists who study the successful inculcation of political mythology. Of course, the danger of such a study would be that it might induce doubt or cynicism about other political mythologies, and we all need such mythologies to live by.

Theodore Dalrymple, “Worshipping the NHS”, New English Review, 2020-05-07.

August 30, 2025

Canada’s economy is going the wrong way

Filed under: Cancon, Economics, Government, Media, Politics, USA — Tags: , , , — Nicholas @ 03:00

The latest figures show the US economy growing by 3.3% while Canada’s shrank by 1.6% in the same period. It’s bad news for Canadians, except those like Prime Minister Mark Carney who have the bulk of their investments in the United States (91% for Carney, according to various sources). On X, Dan Knight explains what is happening:

Canada’s economy just shrank. That’s the headline. In the second quarter of 2025, real GDP fell 0.4%. On a per-person basis, it was the same. Canadians are poorer than they were three months ago. That’s not speculation. That’s Statistics Canada’s official number.

So, here’s what happened. The government and its media allies spent the spring bragging that the Canadian economy “grew” in the first quarter of 2025. Real GDP was up half a percent. Sounds good, right? But if you read the fine print, if you look at the numbers it wasn’t real growth at all. It was panic.

Exporters rushed to push product into the United States before tariffs came down. Automakers. Machinery producers. Parts suppliers. They all jammed as much across the border as they could, knowing the window was closing. That sugar high showed up in the Q1 GDP number. It made the economy look like it was humming along.

Then the tariffs hit. And in the second quarter, the bottom fell out. Exports collapsed down 7.5% overall. Passenger cars and light trucks? Down nearly 25%. Machinery and equipment? Down 18.5%. Travel services? Down 11%. The result: GDP fell 0.4%. On a per-capita basis, it was exactly the same. Canadians are literally poorer than they were three months ago.

This is the story you’re not hearing: Q1 wasn’t proof of a healthy economy. It was proof of a desperate one. Businesses scrambling to get ahead of trade barriers, because they knew Ottawa wasn’t going to stop them. Q1 was fake growth, and Q2 was the crash.

Meanwhile, households are spending more, saving less, and wages are barely moving up just 0.2%, the slowest since 2016 outside of COVID. Corporate profits are falling. Government revenues are down since the carbon tax was lifted. And Ottawa’s answer? Spend more. Borrow more. Pretend it’s all fine.

So the question is simple: if this is what “growth” looks like under Mark Carney’s Liberal government front-loaded exports, collapsing investment, rising debt what does the next quarter look like?

On her Substack, Melissa Lantsman says that the economic situation in Canada is discouraging investors from putting money into Canadian companies:

You don’t need to be a foreign investor to see that putting your money into Canada is not a winning move.

Recently, Statistics Canada reported “strong foreign divestment in Canadian shares” across many sectors, including energy, mining, and manufacturing. At the same time, Canadian buyers also moved their money stateside, purchasing $13.4 billion of foreign securities in just one month.

If this were a small, short-term blip, it would be easy to dismiss it as market noise or an aberration. But that’s not the case: Statistics Canada found four consecutive months of net divestment from the Canadian economy, adding up to $62 billion in lost capital.

And that’s not to mention that every year since 2015 has seen more Canadian investment going abroad than foreign investment coming here. For those keeping track, this is the fastest rate of divestment in Canada since the Great Recession.

What does this all mean?

From an investor’s point of view, there’s no sugar-coating it. Canada is, simply put, an unattractive place to invest hard-earned cash. People making financial decisions for the future don’t have confidence in the Canadian economy to make them money.

From a government’s point of view, it should mean alarm bells ringing left, right, and centre. Lower investment in Canada translates into lower productivity, fewer employment opportunities, less government revenue, and a weaker Canadian dollar, leaving us all worse off.

But why is this happening in the first place?

According to the C.D. Howe Institute, the culprits are familiar: high taxes, regulatory barriers, policy uncertainty, and anti-growth mindsets that penalize success and demonize the private sector.

Anyone who has been paying attention for the last ten years knows that’s exactly what’s been happening. Nothing says “Welcome to Canada” to investors quite like a hike in the capital gains tax at the last minute, chaos at the CRA, multi-year project approval processes, and the highest deficits on record.

And anyone serious about fixing the problem would do the exact opposite of what the last government did. But when your new government is the same as the old one, it’s hard to believe Canadians will get the bold economic transformation this country desperately needs.

August 25, 2025

QotD: The rise of the state … the rise of the egregore

Filed under: Books, Bureaucracy, Government, History, Quotations — Tags: , , , , , — Nicholas @ 01:00

You may have noticed that [Against the Grain author] James C. Scott is not a fan of the state. He tends to describe it as a sort of alien intrusion into the human world, an aggressive meme that’s colonized first our material environment and then our minds, imposing its demands for legibility in order to expropriate innocent peasants:

    Peasantries with long experience of on-the-ground statecraft have always understood that the state is a recording, registering, and measuring machine. So when a government surveyor arrives with a plane table, or census takers come with their clipboards and questionnaires to register households, the subjects understand that trouble in the form of conscription, forced labor, land seizures, head taxes, or new taxes on cropland cannot be far behind. They understand implicitly that behind the coercive machinery lie piles of paperwork: lists, documents, tax rolls, population registers, regulations, requisitions, orders — paperwork that is for the most part mystifying and beyond their ken. The firm identification in their minds between paper documents and the source of their oppression has meant that the first act of many peasant rebellions has been to burn down the local records office where these documents are housed. Grasping the fact that the state saw its land and subjects through record keeping, the peasantry implicitly assumed that blinding the state might end their woes. As an ancient Sumerian saying aptly puts it: “You can have a king and you can have a lord, but the man to fear is the tax collector”.

This “state as egregore” language recurs throughout the book. Scott writes that the state “arises by harnessing the late Neolithic grain and manpower module as a basis of control and appropriation”. It “battens itself” on the concentration of grain and manpower to “maximiz[e] the possibilities of appropriation, stratification, and inequality”, and with its birth “thousands of cultivators, artisans, traders, and laborers [are] … repurposed as subjects and … counted, taxed, conscripted, put to work, and subordinated to a new form of control”.1 But it’s vital to remember that this metaphor is just a metaphor: the state isn’t actually an alien brainworm or a memetic infohazard that will hijack your neocortex the moment you set eyes on a triumphal arch and force you to spend the rest of your life making lists of things and renaming roads with numbers;2 it’s just an institution that people have invented, because hierarchy and inequality are inescapable facts of life in a society of any scale and the state is a particularly effective bundle of social technologies to leverage those hierarchies. There’s a reason that, after states had their “pristine” invention at least three separate times, they’ve proliferated across every part of the world that can support them!

But more interesting than “are we better off with the state?” is to ask ourselves, as Ronald Blythe does in Akenfield, what has been lost. Here Scott offers some fascinating musings on the way not merely the state but the entire agriculturalist life-world limits us:

    We might … think of hunters and gatherers as having an entire library of almanacs: one for natural stands of cereals, subdivided into wheats, barleys and oats; one for forest nuts and fruits, subdivided into acorns, beechnuts, and various berries; one for fishing, subdivided by shellfish, eels, herring, and shad; and so on. … one might think of hunters and gatherers as attentive to the distinct metronome of a great diversity of natural rhythms. Farmers, especially fixed-field, cereal-grain farmers, are largely confined to a single food web, and their routines are geared to its particular tempo. … It is no exaggeration to say that hunting and foraging are, in terms of complexity, as different from cereal-grain farming as cereal-grain farming is, in turn, removed from repetitive work on a modern assembly line. Each step represents a substantial narrowing of focus and a simplification of tasks.

The Neolithic Revolution, he argues, was like the Industrial Revolution, a great boost to human productivity and social complexity but at the same time a de-skilling. The surface area of our contact with the world shrank from hundreds of plants and animals, used in different ways at different times of year, to a mere handful of domesticates whose biological clocks became the measure of our lives. Of course, the modern contact area is smaller still — dimensional lumber purchased from a store in place of felling and milling your own trees, natural gas at the turn of a knob with nary a need to build a fire — and is sometimes reduced all the way to your fingertip on a smooth glass screen. The ease and efficiency are undeniable, and I’m sure a forager or premodern farmer would kill for Home Depot and seamless pizza delivery (I certainly wouldn’t want to give them up). But there has been “a contraction of our species’ attention to and practical knowledge of the natural world” because that knowledge and attention is no longer necessary, and I think that Scott is right to suggest that there is something richer about a more extensive involvement with the world. That said, Scott’s case is somewhat overstated: after all, even hunter-gatherers have specialized craftsmen who engage deeply with particular materials at the expense of other endeavors, and farmers3 have a far more intimate relationship with their animals than a hunter does with his many different kinds of prey. Similarly, farmers may be on one particular bit of land but (especially in a preindustrial context) all that plowing and hedging and draining and spiling, not to mention the gathering of various woodland foodstuffs, can rival forager familiarity when it comes to their bit of landscape. (My new favorite poem is Kipling’s “The Land“, on just this idea.)

Scott closes the book with an elegy for the “late barbarians”, who had the best of both worlds: healthier and longer-lived than farmers, and with greater leisure, they were “not subordinated or domesticated to the hierarchical social order of sedentary agriculture and the state” but were still able to benefit tremendously from lucrative trade with those states. Unfortunately, much of that trade was in weaker non-state peoples whom they captured and sold as agricultural slaves, thereby “reinforc[ing] the state core at the expense of their fellow barbarians”, and much of the rest was in their own martial skills as mercenaries (which of course also served to protect and expand the influence of the state). It’s a salutary reminder for the aspiring modern barbarian: the best place to be is just outside the purview of the state, where you can reap its benefits4 without being under its control. But beware, because in a world of states even those “outside the map” must fill niches created by the state. It’s great to have a cushy work-from-home laptop job that lets you live somewhere nice, with trees and no screaming meth-heads on your subway commute, but more land comes under the plow every year, and your time, too, may come.

Jane Psmith, “REVIEW: Against the Grain, by James C. Scott”, Mr. and Mrs. Psmith’s Bookshelf, 2023-08-21.

  1. And of course Scott argues that the state is a parasite in the most literal way, since the word derives from the Greek παρά “beside” + σῖτος “grain.”
  2. Although this would be a pretty sweet novel, sort of a Tim Powers alt-history: anarcho-primitivist occultists go back in time to ancient Mesopotamia to destroy the me of kingship and render the state metaphysically impossible. Someone write this.
  3. Like Scott, in fact, who keeps sheep on 46 acres of Connecticut. There’s a funny little aside in the book where he complains about people using “sheeplike” in a derogatory sense, given that we’ve spent several millennia selectively breeding sheep to behave that way.
  4. Better yet, wait for the peasants to do the reaping then ride in on your shaggy little ponies and take it all. Uh, metaphorically.

August 21, 2025

QotD: Computer models

Filed under: Economics, Government, Media, Politics, Quotations, Technology — Tags: , , , — Nicholas @ 01:00

Should some sort of post-mortem ever be conducted on the catastrophic failure of all computer models, it will be done with the help of a computer model, that will cost billions in whatever currency to assemble. It will show the need for more computer studies. And therefore, it will be catastrophically wrong.

But note: for 100 dollars or negotiable, I will produce a minority report that will explain everything, infallibly. I will not preview the report in this Idlepost, however, because it might be worth money to me.

Aw, heck. Since I am rich beyond the dreams of avarice, let me just go ahead and blow all the beans. Let me recklessly tell gentle reader why computer models are always mistaken.

It is because their makers decide the result, before they design the model.

This does not mean they are self-interested phanatics, consciously preying on the gullibility of a drooling, ignorant public; although usually it does. For even if, by disposition, they are lofty, objective types, they will need, objectively, a lofty budget to perform a “credible” study. This means they must beg huge sums of money, and this will only be available from a source with an unhealthy interest in the result.

You see, the problem has nothing to do with computers. Even among humans, the phenomenon of “garbage in, garbage out” is well attested. The intention of following the evidence where it leads, is transient. I should think only a saint could sustain it, for longer than he could hold his breath under water.

David Warren, “A note on sternutation”, Essays in Idleness, 2020-06-19.

August 14, 2025

“Just war” theory and nuclear weapons practice

Filed under: History, Japan, Military, USA, Weapons, WW2 — Tags: , , , — Nicholas @ 03:00

On Substack, Nigel Biggar discusses the postwar argument about whether the use of nuclear weapons against Japan was justified or not:

Atomic cloud over Hiroshima, taken from “Enola Gay” flying over Matsuyama, Shikoku, 6 August, 1945.
US Army Air Force photo via Wikimedia Commons.

For pacifists, Christian or otherwise, the answer is clear: since any deliberate killing is wrong, the dropping of atomic bombs on Hiroshima and Nagasaki on 6 and 9 August 1945 was wrong about two hundred thousand times over.

But that clear answer generates further questions whose answers aren’t so obvious. If killing is always wrong, then the United States should never have gone to war against Imperial Japan and therefore its ally, Hitler’s Germany. What, then, would have stopped the triumph of brutally racist Japanese imperialism in Asia and massively murderous Nazism in Europe? The noble witness of innocent non-violence?

Unfortunately, the historical evidence is that the kind of people who ran the slave-labour camps in Burma, and the likes of Dachau in Germany and Auschwitz in Poland, were not at all shamed by the face of vulnerable innocence; on the contrary, it excited their lust for domination and they fed upon it.

On the other hand, those who think that war can sometimes be justified, might judge that the mass killing of civilians by the atomic bombs was, simply by its massive extent, indiscriminate and therefore unjust. But there are two problems here. The first is that the vast majority of people, certainly in the UK and the USA, regard the war against Hitler and his allies as morally justified, notwithstanding the fact that that cost between 60 and 80 million deaths, well over half of them civilian.

Image credit – Wikipedia

And the second problem is that the ethical tradition of “just war” thinking doesn’t say that we may not kill civilians, even on a massive scale; it only says that we may not kill them intentionally. If a military objective can’t be achieved except by risking the possible or probable deaths of civilians, then it may still be attempted, provided that the objective is sufficiently important, militarily, and that all reasonable measures are taken to avoid or minimise the side-effect of civilian casualties. The reason for this permissiveness is that in most circumstances just war would be impossible to prosecute otherwise.

So, for the “just war” proponent, if the intention in dropping the atomic bombs on Japan was to destroy vital military or military-related targets, and if there was no more discriminate way of achieving that end, then the bombing was morally justified. It was deeply, deeply tragic—but nevertheless just.

May 11, 2025

The devastating toll of Trump’s reckless plan to dismiss transgendered members of the armed forces

Filed under: Government, Health, Media, Military, Politics, USA — Tags: , , , , , — Nicholas @ 05:00

Chris Bray called this to our attention back in November, as President-elect Donald Trump foolishly planned to purge the US military of transgendered troops, regardless of the vast impact it was predicted to have on military readiness:

We’ll practically have no military left! It would be like a whole infantry division suddenly just vanishing: 15,000-plus transgendered service members.

You’re going to see this number a lot in the weeks ahead. The New Republic, today: “Donald Trump’s plan to ban transgender people from the military would have a devastating effect: At least 15,000 members would be forced to leave.”

That number comes from a 2018 report by the now-defunct Palm Center, a pro-LGBT independent research institute in California, which reached this conclusion: “Transgender troops make up 0.7% (seven-tenths of one percent) of the military (Active Component and Selected Reserve)”. Their best guess about a total number: 14,707. The media is just rounding that number up to the next thousand.

And … Chris Bray follows up on his November post, documenting the huge, unimaginable scale of long-term damage to US military preparedness:

As the new Trump administration prepared to issue an order forbidding transgender people to serve in the armed forces, a bunch of profoundly stupid news stories issued panicked warnings that military readiness would DEVASTATED by a giant purge of at least 15,000 transgender servicemembers, the very core of our military strength. Warplanes grounded! Ships trapped in port as all their trans sailors were tossed out! Whole artillery batteries sitting silent! […]

The removal of trans servicemembers would inflict such a ghastly crisis on the armed forces that it would take twenty years to recover our military strength! Destruction and ruin and crisis and collapse!

[…]

Now the removal of transgender troops is actually underway, and guess what?

The number is “up to” 1,000. It’s in the hundreds.

So. When — quite recently! — dozens of panicked news stories reported as fact that 15,000-plus transgender servicemembers were about to be purged, the news was frankly and nakedly a complete invention. They made it up. They sold an invented panic. The “news” was entirely fake.

Remember that, and apply that lesson widely.

Will Amtrak survive the DOGE treatment?

Filed under: Economics, Government, Railways, USA — Tags: , , , — Nicholas @ 03:00

J.D. Wong outlines Amtrak’s never-ending financial difficulties:

“Amtrak” by Mike Knell is licensed under CC BY-SA 2.0 .

Founded 54 years ago, Amtrak set out on a bold adventure to see if passenger trains could be profitable. Fast forward to today, this experiment has been unsuccessful. Politicians have often crafted routes to win votes rather than attract riders. As a result, Amtrak has been squandering taxpayer money since its start in 1971.

Take, for instance, the Infrastructure Investment and Jobs Act of 2021. It allocated a monumental $66 billion to bolster passenger rail. Yet, even with this backing, Amtrak’s losses soared from $1.12 billion in FY2019 to $2.12 billion in FY2024. This financial drain isn’t new; America’s passenger trains have lost money for 79 years.

Amtrak asserts that it is “on-track to reach operational profitability”. Yet, this is a bald-faced lie. While Amtrak reported a loss of $705.2 million for FY2024, it didn’t include:

  1. $966.2 million in depreciation;
  2. $447.3 million in “Project Related Expenses”;
  3. $314.1 million in state subsidies, which it classified as “revenue”;
  4. $26.9 million in Office of Inspector General funding

By omitting these costs, Amtrak paints an optimistic view of its financial health. In reality, Amtrak needs larger subsidies than ever before. In fact, Amtrak has been deceiving Congress with its “path to profitability” since 1990.

Although Amtrak touted a “ridership record” for FY2024, this figure is misleading too. Ridership numbers don’t reflect the average length of each passenger’s trip. A more insightful metric is passenger-miles, which measures how far people are traveling. In fact, Amtrak only transported 6.54 billion passenger-miles in FY2024. This is a decrease of 3.40 percent since FY2013.

Amtrak often attributes its financial struggles to its long-haul routes. Yet, the outlook is even bleaker for its short-haul, state-supported routes. Amtrak reported a $251.5 million loss for these routes in FY2024. Yet, with $314.1 million in state subsidies included, the true loss hits $565.6 million. This represents a shocking 94 percent increase from the $291.7 million lost in FY2019.

Amtrak’s advocates often cite highway “subsidies” to explain its financial debacles. But Amtrak guzzles about 39 times more subsidies per passenger-mile than highways do.

Amtrak asserts that freight trains “interfere” with its passenger services. However, Amtrak often makes questionable route choices despite having legal priority over freight. Between Chicago and Los Angeles, the Desert Wind lost less money than the Southwest Chief. Despite this, Amtrak favored the Southwest Chief, which passed through more congressional districts. It discontinued the Desert Wind in 1997, leaving Las Vegas with no train service.

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