Constraint theory asks: What is the price for doing this? Now one way around constraint theory is declaring your enemy crazy. Crazy and stupid are not concepts used in forecasting. When people say they're really stupid or they're crazy, that's laziness. That means I don't want to think through their position or about what they're really going to do.

The great presidents never forget the principle of the republic and seek to preserve and enhance them – in the long run– without undermining the needs of the moment. Bad presidents simply do what is expedient, heedless of principles. But the worst presidents are those who adhere to the principles regardless of what the fortunes of the moment demand.

Well what are our geopolitical objectives? First, that North America be peaceful, prosperous, dominated by the United States. Second, that no nation be able to approach the United States militarily ... Those are the goals. It's very simple. We achieve that by making certain that all conflict takes place in the Eastern Hemisphere so we don't have conflict here.

Italy spills over to everything. Italy is a huge banking system. It has been the major banking system in Eastern Europe. It's worked with Austria's banking system. There's all sorts of interplays there. So it's not the PIIGS one should worry about. Germany hasn't even begun falling yet. And when Germany falls, and it will, that's when the panic begins to set in.

Politicians are enormously smart and rational. They don't have the same interests as businessmen ... But a man rises to the top of the United States. He's clawed his way out of 330 million people. OK. He didn't do that because he was dumb, or lucky, or something like that. He understands power. And he understands how to take it. And he understands how to keep it.

When you have the countries like Germany, China, and Russia decline, and be replaced by others, that's when systemic wars start. That's when it gets dangerous, because they haven't yet reached a balance. So Germany united in 1871 and all hell broke loose. Japan rose in the early 20th century, and then you had chaos. So we're looking at a systemic shift. Be ready for war.

So you go to Brookings, or you go to Heritage or others, they know their position on any subject before they research it. If you go to an investment bank, they know what parts of the world they are going to cover and what parts of the world they are not going to cover depending on client interest. We cover the world without being skewed by that. And that makes it more valuable.

With the decline of American interests in the outcome of this region, there is no glue holding it together. And the countries in this region are invented ... The last guarantor of the region's borders was the United States, and the US has basically said "the hell with it." What you're really having is the collapse of nation-states because they're not nations. They're only states.

When you're young and going to war, it's a genuinely exciting moment. You are going to risk yourself. On the battlefield, you are suddenly free. You realize: I'm here, I'm in it. Exaltation. Suddenly you're hit by another extraordinary feeling: my God, I can be killed. And: will I embarrass myself? It's like you're in a kaleidoscope and all of these extraordinary feelings are zipping by.

There is no difference in a country between military, economic, and political affairs. It's useful for Business Insider to divide things that way. That's useful for a college program. But a country is a country. How do you understand China's economy without China's army? If you take these all into account you're ready to explain a question like, "How come the US doesn't have a debt problem?"

Galvanized people can do careless things. It is in the extreme and emotion-laden moments that distance and coolness are most required. I am tempted to howl in rage. It is not my place to do so. My job is to try to dissect the event, place it in context and try to understand what has happened and why. From that, after the rage cools, plans for action can be made. Rage has its place, but actions must be taken with discipline and thought.

There is a radical and unprecedented shift [in war] that is part of the general transformation of civilization. First, understand that the past 150 years of warfare are totally unprecedented in that we introduced a breathtakingly inefficient technology: guns. In the First World War, and this is not an exaggeration, it took 10,000 rounds of ammunition to kill one person. Any given shot had a one in 10,000 probability of ending someone's life.

War to me is very much like sex. You can develop a theory that says sex is primarily for the exchange of genetic material, or that it's a celebration of life, or you can make up 50,000 theories about why human beings have sex, all of which are in some sense true, all of which by themselves miss the point. Because the answer is extraordinarily complex. It may be for fun, it may be for reproduction, for financial reasons, any number of things.

Now if you can recognize and memorize a grandmaster's game, and you have the respect to understand [Zimbabwean president Robert] Mugabe who has survived past anyone's expectations, and make the simple assumption it wasn't an accident, and you understand why he did what he did, now you're ready to predict ... The key to forecasting is to understand both the constraints nations are under and the manner in which the struggle for power shapes leaders.

Because the US has control of the sea. Because the US has built up its wealth. Because the US is the only country in the world really not to have a war fought on its territory since the time of the Civil War ... Therefore we can afford mistakes that would kill other countries. And therefore we can take risks that they can't ... the core answer to why the United States is like this is we didn't fight World War I and World War II and the Cold War here.

War is an extraordinary condition to be in - to be, for example, in the combat information center of a warship [and behaving] as though you were merely processing credit card applications. [Instead,] the information you're processing is that an incoming missile is 15 kilometers away, now 10 kilometers away, now 5 kilometers. You have to separate yourself psychologically from the fact that your mortal existence may well end. That is the ancient reality of war.

The Chinese central government will slowly and steadily lose authority while regional armies [gain power]. The Western powers are going to take sides to protect their investments - they have put billions of dollars into Shanghai. Their fear is that [these investments] are going to be expropriated by a warlord from the interior who will sweep down on Shanghai. They will try to form alliances with warlords to protect their concessions, and there will be a huge flow of weapons into China.

While certain coastal cities have become very prosperous, the rest of China has a per capita income of $200 a year. The coast wants to have nothing to do with the interior; it wants to work with Tokyo and New York. This is an old story in China. It is why Mao succeeded in 1927. He wanted [coastal] Shanghai to throw the foreigners out, but Shanghai was doing too well financially [to expel foreigners]. So Mao went to the interior and raised a peasant army. He came back to Shanghai and sealed off the country.

Constraint theory argues a number of things. First, that the impossible has to be identified. Second, that the actor is then constrained by circumstances to act a certain way. For example, should we invade ISIS? Can we invade ISIS? What would it take to invade ISIS? Once you ask that question you discover the price of that option and then you take a look at American politics and see that the country is probably not prepared to invest the 2 to 3 million people that it would take to defeat ISIS and the insurgency afterwards. All right, so that's not going to happen.

Share This Page