A research division develops marketing material for its deal makers. We have no policy position. If you have a policy position you can't possibly forecast.
George FriedmanWhile 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.
George FriedmanWith 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.
George FriedmanThere 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?"
George FriedmanThe first thing you have to do is understand what success looks like. And to understand what success looks like you have to understand the intent. If you understand that intent is to make sure the sea lines are secure, then suddenly bombing Kosovo makes sense, because you don't want Serbia to reemerge as a major power.
George FriedmanConstraint 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.
George Friedman