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 | http://www.gilder.com/ | Issue 362.0/October 31, 2008

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HEADLINES:

-  The Week / America in Jeopardy, if Israel is Destroyed
-  Friday Feature /  Forbes: How Capitalism Will Save Us
-  Friday Blogger Bonus / Important for Investors to Understand
-  Readings /

 

The Week / America in Jeopardy, if Israel is Destroyed

GEORGE GILDER, Gilder Telecosm Forum (10/23/08):  Here is my response to Tom Friedman's view that the Israelis, who hold less than half of one percent of mid eastern territory should trade land for peace with the Palestinians:

After thirty years covering this area, cataloguing every olive tree in the Middle East, Friedman can no longer see the imperious forest of basic facts before him in the region. G.K. Chesterton got it right. As I paraphrase: “If it were true that the man who is trained is the man to be trusted—if the man who saw something every day saw more and more of its significance—the argument for expertise would be unanswerable. But the man who sees and studies and practices something every day does not understand more and more of its significance, but less and less.”

Reflecting this blindness of expertise is the utterly conventional and obviously fantastic consensus view of Friedman and nearly all the other authorities on the subject. The key problem in the mid-East, they conclude in chorus, is that Israel has too much land. Their remedy is for Israel to give up land for the creation of yet another fanatical Moslem nation-state in various areas of Palestine amazingly even more cramped than Israel. Created would be a prospective nation with no identity to sustain it beyond the Palestinian sense of grievance and its hatred of Israelis.

It is hard to imagine two more preposterous ideas so widely and prestigiously upheld by experts. Chesterton’s law is fully vindicated by Friedman’s follies.

Also supporting this pastiche of absurdities is French writer-“activist” Bernard-Henri Levy. Author of a book on the killers of Daniel Pearl of the Wall Street Journal and articles and essays galore on Israel and anti-Semitism, he amazingly slips into an objectively anti-Semitic mode himself. Believing that Israel must trade land for “peace,” and give the Palestinians a state, Levy fails to explain why, of all the nations of the world, the only one not permitted to command a defensible territory, capture the staging areas of invaders, or exclude immigrants devoted to their destruction are Israel’s Jews.

By contrast to Israel, the Palestinians are surrounded on all sides by spacious and compatible Arab countries of whom they theoretically could become citizens. Why not the East Bank? That’s Jordan, where 100 thousand Palestinians voluntarily fled during the 1967 war? As David Pryce-Jones witnessed at the time on the Allenby bridge, “Fear did not seem to be the motivation. These people had not seen a single Israeli soldier….Something in the culture more powerful than either self-interest or common sense was at work.”

A Moslem Arab state from time to time sustained by Israel and created in part as a home for the Palestinians, Jordan held the West Bank until King Hussain’s treacherous 1967 invasion and shelling of Jerusalem. Jordan retains a far more compelling obligation to these people than Israel does. In the 1980s, Palestinians taking refuge in Jordan did attempt to overthrow the Jordanian government. So the Jordan solution may take some work, but it is surely more practical than the seawater solution favored by the Palestinians.

Should the Palestinians shun Jordan, perhaps they would prefer the Soviet Jihad state of Syria, which in its guise as “Greater Syria” stretches its reptilian tentacles throughout the region, including nearby Lebanon. Moreover, Egypt is contiguous with Gaza and could easily absorb the Gazan Palestinians. It is outlandish to say that, because of some democratic nicety interpreted tendentiously by the U.N., Israel must commit effective suicide by giving citizenship and equal voting rights to 4.5 million anti-Semite enemies who want to kill them.

Yet Jeffrey Goldberg of the Atlantic, in a helpful piece called “Is Israel Finished?” reports that accepting this line of democratic thought are not only leading Israeli writers such as the prizewinning Amos Oz and my own favorite, the eloquent Edward Grossman, but also the then incumbent prime minister Ehud Olmert himself. Grossman’s waffles may be understandable because of the loss of his son Uri during the Lebanon War in 2006. But Olmert and his allies had no excuse. Nonetheless, this former mayor of Jerusalem nominally dedicated himself to removing the some 400 thousand Jewish settlers in the West Bank and Eastern Jerusalem. Goldberg’s article justifies this surrender by suggesting that, together with the demographic trend, the West Bank settlements are “a castastrophe.” Echoing Jimmy Carter’s ingenuous view, Goldberg even raises fears that “Israel will become a state like pre-Mandela South Africa, in which the minority ruled the majority.”

Clinching the argument, Goldberg writes: “If the Arabs of the West Bank and Gaza were given the vote, then Israel, a country whose fundamental purpose has been to serve as a refuge for persecuted Jews [where they could live as a majority], would disappear, to be replaced by an Arab-dominated ‘binational’ state.”

This is a democratic ideology that accords no significance to the prospect that an Arab run Israel would quickly expel all its Jews and cripple its capitalist economy. Such rules of democracy would make democracy a suicide pact.

Without a functioning and legally protected capitalist system, democracies swiftly sink into ochlocracies, ruled by mobs. Without the independent private sources of power imparted by free businesses, unbiased courts, and other institutions of economic order, any democracy becomes a despotism ruled by any tribe of thug politicians that manage to gain control. If they have oil or foreign aid they may stay in power for decades. The failure of leading Israeli intellectuals and politicians to comprehend this reality is far more portentous than any supposed demographic trend.

In stark terms, Israel and Palestine raise the issue not only of the prerequisites of viable democracy but also of the nature of capitalist wealth. Are entrepreneurs, in Israel and around the world, chiefly givers and benefactors, or are they predators and exploiters? Should policy focus on fostering economic growth for all or on closing “gaps” between rich and poor? Should it seek to enable an economic spearhead of excellence and creativity or to dispossess the successful to subsidize the wretched of the earth? Clutching their Fanon and their Koran, their Howard Zinn and their Noam Chomsky, the ersatz voices of the “wretched of the earth” punctuate their claims by a flaunted fist of hate, a clenched mind of murder. Does Israel owe anything at all to such people?

To many observers—in the army of the left—it is obvious that Israeli wealth causes Palestinian misery. How could it be otherwise? Jews have long been paragons of capitalist wealth. Capitalist wealth, as Pierre-Joseph Proudhon put it in regard to “property,” is “theft.” Karl Marx was said to have shaped his opposition to property rights and his Jewish self-hatred, by reading Proudhon, who in anti-Semitic virulence, exceeded even Marx. In an 1883 diary, Proudhon declared that, “The Jew is the enemy of mankind. This race must be sent to Asia or eliminated.” This fits well with Osama Bin Laden’s view that warping the entire U.S. economy and its global impact has been the effects of Jewish usury.

History, however, favors the view that poverty springs chiefly from envy and hatred of excellence—from class war Marxism, anti-Semitism, and cleptocratic madness. It stems from the belief that wealth inheres in things and material resources that can be seized and redistributed, rather than in human minds and creations that thrive only in peace and freedom. In particular, the immiseration of the Middle East stems chiefly from the covetous and crippling idea among Arabs that Israel’s wealth is not only the source of their humiliation but also the cause of their poverty.

Most of the world, even many citizens of Israel itself, want to muddle these issues. The favored answer to all categorical pronouncements is: “All of the above.” Democracy, equality, multicultural kumbaya, Sharia law, gay marriage, capitalism and freedom, the children of coddled West want it all in a cornucopian cocktail party of inebriated contradictions, from green austerity to entitled affluence. They mix nominal political support for Israel with celebration of Palestinian voters who elect and applaud anti-Semite terrorists. They match a devout belief in abortion with fears of demographic disaster in Israel, and with continual bows of political reverence toward an ever-diminishing complement of children. They combine opposition to nuclear weapons and defense spending with demands for American intervention everywhere the U.S. has no conceivable national interest, from Burma to Tibet. They oppose nuclear proliferation while urging US nuclear disarmament that hugely enhances the incentives for secret nuclear programs. Without peremptory US nuclear superiority a small complement of nukes can confer global dominance and make it impossible for the US to defend Israel or anyone else.

The Israel test forces a remorseless realism. It disallows all the bumper sticker contradictions of pacifistic bellicosity. Either the world, principally the U.S., makes the sacrifices to support Israel or Israel, one way or another, will be destroyed. There are no other realistic choices. And if Israel is destroyed, capitalist Europe will likely die as well, and America, as the epitome of productive and creative capitalism, spurred by Jews, will be in jeopardy.


Read more posts by George Gilder and the Gilder Telecosm Forum members. Log on with you subscriber password at www.Gildertech.com today.

The Gilder Telecosm Forum

The next logical step in the evolution of the Gilder Technology Report (published by Gilder Publishing, LLC in association with Forbes Inc., 1996-2007), the Gilder Telecosm Forum is the web’s premier technology investment discussion forum.

 

To learn how to join this powerful network of talented, tech-savvy investors and thinkers online daily to debate, discuss, and decode new and emerging technologies and share valuable and actionable investment advice, visit www.Gildertech.com today.  


Friday Feature /
How Capitalism Will Save Us

STEVE FORBES, Forbes magazine (November 10 issue):
We are experiencing the devastating consequences of a chain of major economic policy errors, which, to use a current cliché, created the perfect storm. These government blunders temporarily paralyzed the global credit system and are now sending the U.S. and Europe into recession, while sharply cutting back Asia's growth rates.

 

Left to its own devices, the credit crisis, which began in August 2007, would have crushed economies as severely as did the Great Depression.

 

Belatedly, but thankfully, governments recognized that the only way to get credit flowing again was for them to make quick and direct massive infusions of new equity into beleaguered banks, as well as commit to other emergency measures hitherto unimaginable.

 

If sensible rescue efforts continue--and they will--the immediate crisis will quickly pass. Shell-shocked businesses and consumers won't recover rapidly from the trauma of recent months, especially as we now cope with recession. But the downturn shouldn't be prolonged: The economy here and those overseas should start to pick up no later than next spring.

 

That soon? Despite the crisis, the global economy still retains enormous strengths. Between the early 1980s and 2007 we lived in an economic Golden Age. Never before have so many people advanced so far economically in so short a period of time as they have during the last 25 years. Until the credit crisis, 70 million people a year were joining the middle class. The U.S. kicked off this long boom with the economic reforms of Ronald Reagan, particularly his enormous income tax cuts. We burst from the economic stagnation of the 1970s into a dynamic, innovative, high-tech-oriented economy. Even in recent years the much-maligned U.S. did well. Between year-end 2002 and year-end 2007 U.S. growth exceeded the entire size of China's economy. Obviously China's growth rates were higher, but China was coming off a much smaller base.

 

The world is flush with cash. It's frozen because of fear, but the cash is there. Productivity gains are burgeoning.

 

So, will this global boom resume next year, slowly at first and then with increasing momentum? It should. Whether that happens, however, depends on the next, highly dangerous phase: the political aftermath….

 

Read on:
http://www.forbes.com/forbes/2008/1110/018.html


Read more of the Forbes “Intelligent Investing” Special Report:
http://www.forbes.com/2008/10/22/intelligent-investing-economics-cz_1022invest_land.html
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Friday Blogger Bonus / Important for Investors to Understand

The Taylor Frigon Advisor blog (10/27/08):
The latest Forbes magazine (cover date of November 10, 2008) contains an important article from George Gilder entitled "The Coming Creativity Boom."

In it, the author highlights the critical role that creativity plays in a successful economy. Creativity is the heart of entrepreneurship, and entrepreneurship is at the heart of the economic success America has enjoyed for over two centuries.

Chris Anderson of Wired magazine recently wrote a post in the Wired blog which shows just how insightful George Gilder has been for over two decades in his vision and his articulation of the direction technology is going and the impact it will have on every area of our lives.

This blog has also called attention to the importance of George Gilder's insights, such as his discussion of "The Exaflood" back in February of this year.

In this most recent article, George points out that "the current crisis is mostly confined to the boondoggles of finance." The important thing to keep in mind is that "The real source of all growth is human creativity and entrepreneurship, which always comes as a surprise to us, especially in the worst of times."

To back up this last assertion, that surprises are often developed by creative individuals and companies during "the worst of times," he links to another excellent post written by Rich Karlgaard last week, which details some of the innovative firms that sprouted during the 1970s.

These things are important for investors to understand, especially at a time when few are focusing on them.

Check out
the Taylor Frigon Advisor blog:
http://taylorfrigon.blogspot.com/2008/10/another-important-article-from-george.html

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Readings /

Stock’s Rise Despite Glum GDP
http://online.wsj.com/article/SB122536378578883911.html


John Doerr’s Top 10 List
http://www.forbes.com/technology/2008/10/30/investors-doerr-sequoia-tech-personal-cx_ec_1030doerr.html

 

Fans and Skeptics Argue on Fibre Channel Over Ethernet
http://www.pcworld.com/article/153058/.html?tk=rss_news

 

After the Crash
http://techliberation.com/2008/10/24/after-the-crash/

 

Tivo Set To Stream Netflix Movies By Christmas
http://blog.wired.com/business/2008/10/tivo-set-to-str.html

 

Why Windows 7 Will Smash Vista
http://gizmodo.com/5070219/giz-explains-why-windows-7-will-smash-vista

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Friday Letter Editor: Mary Collins George / mcollins@gilder.com
 

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