Delusion

Reality


With clear eyes, hard facts, critical thinking, new political strategy, empathy, and a soupçon of Schadenfreude
Delusion

Reality

If you don’t happen to know, Stuart Stevens is one of those born again former Republican strategists. His books include It Was All a Lie, which has a lot to say about the lies that Stevens used to tell.

Peggy Noonan, In Gut We Trust? I think Trump shocked his followers with his vulgar, threatening social-media posts about the Iran war:
Cease-fires give hope even if temporary, tenuous and fragile. But does anyone imagine negotiations with Iran in the next two weeks will bear real fruit, resolve central questions? If they don’t, what then?
The first story here is the U.S. joining the war, the second is the ultimate outcome, but third in importance is those posts, because they seemed so desperate, so cruel, and so Suez-like in their historical size and import.
You know them well. On Tuesday, Donald Trump on Truth Social: “A whole civilization will die tonight, never to be brought back again. I don’t want that to happen but it probably will.” On Good Friday, “Our Military, the greatest and most powerful (by far!) in the World, hasn’t even started destroying what’s left in Iran. Bridges next, then Electric Power Plants!” On Easter Sunday, “Open the f— Strait, you crazy bastards, or you’ll be living in Hell—JUST WATCH.” He ended that post “Praise be to Allah.”
The posts left his friends and foes slackjawed. I want to talk about why they were so horrifying.
They constituted hitting a new bottom, a new and infernal, face-lit-by-flames bottom, in world communications. The posts weren’t showbiz, they were sinister. You destabilize the world when, as the American president, you say such things. You make all the babies in this delicately poised, always knock-down-able world less safe. You rob your own nation of a claim to moral seriousness in the military action in which it’s engaged: You are saying we’re not trying to protect life but plan to attack, and in the attacking kill noncombatants who are members of the targeted civilization. The moral high ground is relinquished. You lower the bar for all potential response. You encourage violent action by trumpeting your readiness for it.
It bolsters the position of your enemies—their animus is justified, their commitment deepened. It allows them to pretend they’re fighting for the continuation of their people and not only the continuation of their regime.
It’s even ineffective as a threat. The reason the “madman theory” worked for Richard Nixon, if it did, was that world leaders knew he wasn’t crazy but might be tripped into extreme behavior by an adversary’s intransigence. Donald Trump plays the part of the madman every day. His head fake would be sanity. If his advisers thought this was a good negotiating tactic—“Give ’em a little madman theory, Mr. President”—they really are hicks.
Previous presidents haven’t always been lit by inner dignity, but all at least attempted to fake it in public, as a bow to the people and their presumably moral ways. They didn’t feel free to get revved up in the middle of the night and take their rage out for a walk to relieve itself on the sidewalk.
Here I ask you to google “U.S. presidents at war, how they spoke and wrote.” Lincoln and FDR of course, but also Eisenhower and Korea, Reagan in the Cold War, both Bushes in their wars. This isn’t an exercise in nostalgia. If we don’t actively remember and summon past standards, we have no chance of getting them back, because we’ll have forgotten what they were, and the current fecal matter will be all we know and can continue.
You unconsciously stand up straight in a cathedral. The art, the sweep, the ceilings are so high that you aspire even in your posture. You crouch down low to enter a darkened shack. The sound of our leadership now makes us all crouch too low.
Why do we recoil when a leader is vulgar and violent in his language and thinking? Coarse language obviously implies coarse thinking, and no one wants that in a leader entrusted to bring peace and prosperity. Beyond that, throughout history political authority has come wrapped in a certain formality and ceremony. Dignity enhanced power. A British king even 500 years ago didn’t think himself free to speak in public like a fishmonger or a street whore. He had to present himself at a certain height so people would look up to him.
As for threats, when you resort to them, you’re revealing you are uncertain of the sufficiency of your power. Real menace shuts its mouth. Napoleon acted as if a threat was information given to the enemy. He didn’t want to signal intent or commit to an action, he wanted the foe wondering what he’d do next.
In the past, Trump supporters often received criticism of his language as if it were criticism of them. That didn’t happen this time. They know he was doing something they themselves wouldn’t do and don’t want. Tucker Carlson caught this when he challenged Mr. Trump the day after Easter: “Who do you think you are?”
I think Mr. Trump shocked his followers. What he used this week was not the diction of the common man but the language of sociopathy. That isn’t how his supporters want the world to see him. It’s not what they want him to be.
Beyond that, we haven’t learned much new about Mr. Trump during his Iran endeavor, it’s more a matter of “more so.”
He has enormous personal tolerance for dramatic, high-stakes situations in which outcomes are unknown and won’t immediately be known. The waiting doesn’t wear him down.
He operates as if he honestly believes we don’t need allies, as if the concept is antique. He’s threatening again to leave the North Atlantic Treaty Organization. But having and holding allies is simple prudence. They steady your position in moments of danger—they help you make the case, and share the intelligence burden—and broaden your influence in peace. More than that, allies add legitimacy and moral authority. You’re acting with others, not only for yourself, and you’re going forward with shared values that imply historical meaning, which has its own force. Having allies means that when something bad happens you don’t stand alone.
It is not sentimental to care about this, it is babyish to think it means nothing.
Mr. Trump’s trust in his gut seems to have grown overwhelming—not in his reasoning power, not his analysis of intelligence data, but gut. George W. Bush was famously a gut player too, and having a good gut, a good brain and good judgment are a great boost in life and leadership. But it can’t be all gut. A lot of gut instinct is pattern recognition—I’ve lived long, experienced much, and know how this movie ends. But that means gut is weighted toward past experience. It can have limited utility in wholly new territory. Sometimes gut is mere emotion dressed up as instinct. Sometimes it’s wishful thinking that feels like conviction. Sometimes it conveniently pre-empts hard reasoning. You can trust your gut straight into catastrophe.
Also gut never does a full audit—you need your brain for that, for reflection and self-examination on how or where you went wrong, to help you next time.
And gut doesn’t necessarily travel. A good gut in one domain can be a bad one in another. You can confuse domains.

Jim Laney, 98, is a former president of Emory University, a former ambassador to South Korea, and a person I am honored to call my friend. Reproduced below is an article discussing Dr. Laney’s views on the current relationship between South Korea and the United States. The piece is by S. Nathan Park, an international business litigator, expert on international relations, and a contributor to Foreign Affairs, The Atlantic, and many other publications.
U.S.-South Korea Relations Are at Breaking Point
The Iran war has confirmed how little Washington cares for its ally’s welfare.
By S. Nathan Park, a Washington-based attorney and nonresident fellow of the Quincy Institute for Responsible Statecraft.
Few U.S. experts are as respected in South Korea as James Laney, former U.S. ambassador to the country. Laney first went to Korea in 1947 as an army intelligence officer and returned in 1959 as a Methodist missionary. Two of his three daughters were born in the country, which was recovering from the devastating Korean War. After serving as president of Emory University for 16years, Laney served as the U.S. ambassador in Seoul from 1993 to 1997, playing an important role in diffusing the North Koreannuclear crisis in 1994.
Yonsei University, one of South Korea’s most prestigious universities, has a James Laney chair professorship as well as a James Laney lecture series, which features the most prominent minds in U.S.- Korea relations.
So it was no small news when the 98-year-old former ambassador offered a blunt assessment of the current state of the SouthKorea-U.S. alliance on March 5, as he received the 2026 Building Bridges Award from the Pacific Century Institute (where I am a board member). In an event usually filled with fluffy grace notes, Laney’s prerecorded remarks offered a cold-eyed analysis that left the audience—which included former South Korean President Moon Jae-in—stunned:
“The [United States] has unilaterally turned the bridge [of the U.S.-Korea alliance] into a drawbridge, with controls only on theUnited States side. Even when the bridge is down, the gates, that is, tariffs, are controlled by Washington, and the entire edifice operates at the whim of a United States president.
“It grieves me to say it. Boy, I never thought I would have to say it. But I think Korea must begin to project its future on its ownterms. Of course, it will do so wisely and prudently, but its interests are no longer congruent with those of the White House.
“What this means for troop command, independent nuclear capability and relations with China will require political skill anddeftness of extraordinary range. … [U.S. President Donald] Trump has made it abundantly clear that the [United States] is solely concerned with its own interest. Anything else is for the gullible.”
Laney verbalized what many Korea analysts have been thinking but were too afraid to say: the U.S.-South Korea alliance is close to rupturing, and Washington is at fault. Thanks to the Trump administration’s actions, Seoul must reconsider the fundamentalbuilding blocks of the alliance, including U.S. troop presence in South Korea, a nuclear umbrella instead of its own nucleararmament, and participation in U.S. deterrence of China.
One may disagree with Laney’s prescription, but his diagnosis is unassailable: Trump has shown no regard toward the value of thealliance. Trump’s 25 percent tariff against South Korea’s exports is a flagrant violation of the 2007 U.S.-Korea Free TradeAgreement, as well as the 2025 negotiation between the two countries to set tariffs at 15 percent. The latter agreement was coupled with South Korea’s pledge to invest up to $350 billion in U.S. industries, but the Trump administration could not even gracefully accept the financial boon.
In September 2025, U.S. immigration authorities conducted a thuggish raid on a Hyundai factory that was under construction in Georgia. The South Korean public watched in shock as hundreds of South Korean engineers, most of whom had valid employment visas, were shackled in chains on live television. Even Chosun Ilbo, South Korea’s leading conservative daily paper with a staunch pro-U.S. stance, wrote in an editorial that the raid was “unacceptable between allies” and “raised fundamental questions as to what the United States means by ‘alliance.’”
Trump’s reckless war may be the straw that breaks the camel’s back, pushing the U.S.-South Korea alliance to the point of no return. Laney prepared his remarks before Trump began the attack on Iran, but his warning proved unusually prescient.
The Iran war has imposed significant costs on South Korea. More than 70 percent of South Korea’s crude oil imports pass through the Strait of Hormuz, which is now blockaded. So dire is the petroleum shortage in South Korea that the government has limitedthe operation of government-owned vehicles and is weighing restriction on driving—a drastic measure unseen since the 1997 Asian financial crisis.
Petroleum by-products are also affected. With no crude oil to process, South Korea’s refineries have been shutting down one by one, leading to a critical shortage of naphtha—the raw ingredient for all plastic products, including paint and plastic bags. The same is happening with helium, a by-product of liquefied natural gas and an essential material for semiconductor manufacturing.South Korea’s stock market had been flying high thanks to its world-leading semiconductor companies, but the possibility of losing up to 90 percent of its helium imports from Qatar has sent its market tumbling.
But the intangible costs of the war may be even harder. For the first time in its existence as an independent nation, South Korea is genuinely doubting whether the United States can in fact make good on its security guarantee. The Iran war was the moment whenthe U.S. military was supposed to show its might on a real-life battlefield. But since the rubber met the road, the United States has been reduced to watching helplessly as Iran blockades the Strait of Hormuz and Iranian missiles hit the glittering skyscrapers of Dubai and oil refineries in Saudi Arabia.
To be sure, South Korea has a much stronger self-defense capability than the United Arab Emirates or Saudi Arabia. (The UAE, infact, uses South Korea’s M-SAM Cheongung-II missile defense system.) But it only takes a short mental jump for South Koreans to imagine a potential conflict between China and Taiwan, and Chinese missiles raining down on the high-rises in Seoul because of the U.S. military presence in South Korea.
One move in particular made the Trump administration seem pathetic to South Koreans. Because of his inability to prevail over Iran, Trump had to resort to redeploying the United States’s Terminal High Altitude Area Defense (THAAD) missile defense system from South Korea to the Middle East, while begging South Korea to send its navy to the Persian Gulf. The redeployment of THAAD is particularly galling for South Koreans; in 2017, after allowing the United States to deploy THAAD on South Korean territorydespite China’s objections, Seoul suffered boycotts and trade restrictions imposed by Beijing. These wreaked havoc on large SouthKorean companies that were operating in China, such as Lotte, while the United States (then under the first Trump administration) stood pat and did nothing.
What good is the U.S. security guarantee against China when the United States cannot even handle a middle power such as Iran? What was the point of suffering through China’s economic retaliation to deploy THAAD in the name of upholding the U.S.-South Korea alliance when the United States makes a mockery of that suffering by unilaterally pulling THAAD to a different corner of theworld? What good is a guarantor that asks you to spend your resources to cover the liability it created?
For many South Koreans, the logical move seems to be what Laney counsels: take full control of the South Korean military (over which the United States currently has joint wartime operational control,) develop nuclear weapons, and seek better relations withChina while downgrading the U.S. alliance to a transactional relationship.
From a U.S. perspective, there is no good time for weakened alliance, but this moment could not be worse. In a world where Chinais the top geopolitical rival of the United States, South Korea may well be the U.S.’s most indispensable ally. Camp Humphreys in Pyeongtaek, South Korea, is the largest overseas U.S. military base, and the closest one to mainland China.
In nearly all future-oriented technology industries where China is poised to overtake the United States—including semiconductors, electric vehicle batteries, nuclear power, and advanced shipbuilding—South Korea holds technology and capacity that the United States simply does not have. For too long, Washington has arrogantly assumed that Seoul could not afford to walk away from thealliance. It should have been asking if the United States could afford not to have South Korea as an ally.
Rupture in the U.S.-South Korea alliance is not a foregone conclusion. But to forestall this unwanted future, Washington must begin a full reverse from its current path of economic sanctions over allies and military adventurism that disrupts the global supply chain. The full reverse must come from all component parts of the U.S. government. Congress must exercise its oversight, and the judiciary must continue declaring Trump’s unilateral tariffs and undemocratic power grabs illegal.
The same is true for U.S. foreign-policy experts. It is a failure of the Korea expert community in Washington that a 98-year-oldformer ambassador is virtually the only one with the courage to speak up about the damage Trump is causing to the alliance, while the leading think tanks are cowed into silence. If nothing is done to stop Trump, Laney’s dire predictions will become grim reality.

A headline from The New York Times this morning.
