Tag: Stratfor

  • World War II and the Origins of American Unease

    World War II and the Origins of American Unease

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    Sailors watch as the USS Shaw explodes at the Naval Air Station, Ford Island, during the Japanese attack on Pearl Harbor. (Fox Photos/Getty Images)

    By George Friedman

    We are at the 70th anniversary of the end of World War II in Europe. That victory did not usher in an era of universal peace. Rather, it introduced a new constellation of powers and a complex balance among them. Europe’s great powers and empires declined, and the United States and the Soviet Union replaced them, performing an old dance to new musical instruments. Technology, geopolitics’ companion, evolved dramatically as nuclear weapons, satellites and the microchip — among myriad wonders and horrors — changed not only the rules of war but also the circumstances under which war was possible. But one thing remained constant: Geopolitics, technology and war remained inseparable comrades.

    It is easy to say what World War II did not change, but what it did change is also important. The first thing that leaps to mind is the manner in which World War II began for the three great powers: the United States, the Soviet Union and the United Kingdom. For all three, the war started with a shock that redefined their view of the world. For the United States, it was the shock of Pearl Harbor. For the Soviet Union, it was the shock of the German invasion in June 1941. For the United Kingdom — and this was not really at the beginning of the war — it was shock at the speed with which France collapsed.

    Pearl Harbor Jolts the American Mindset

    There was little doubt among American leaders that war with Japan was coming. The general public had forebodings, but not with the clarity of its leaders. Still, neither expected the attack to come at Pearl Harbor. For the American public, it was a bolt from the blue, compounded by the destruction of much of the U.S. Pacific fleet. Neither the leaders nor the public thought the Japanese were nearly so competent.

    Pearl Harbor intersected with another shock to the American psyche — the Great Depression. These two events shared common characteristics: First, they seemed to come out of nowhere. Both were predictable and were anticipated by some, but for most both came without warning. The significance of the two was that they each ushered in an unexpected era of substantial pain and suffering.

    This introduced a new dimension into American culture. Until this point there had been a deep and unsubtle optimism among Americans. The Great Depression and Pearl Harbor created a different sensibility that suspected that prosperity and security were an illusion, with disaster lurking behind them. There was a fear that everything could suddenly go wrong, horribly so, and that people who simply accepted peace and prosperity at face value were naïve. The two shocks created a dark sense of foreboding that undergirds American society to this day.

    Pearl Harbor also shaped U.S. defense policy around the concept that the enemy might be identified, but where and when it might strike is unknown. Catastrophe therefore might come at any moment. The American approach to the Cold War is symbolized by Colorado’s Cheyenne Mountain. Burrowed deep inside is the North American Aerospace Defense Command, which assumes that war might come at any moment and that any relaxation in vigilance could result in a nuclear Pearl Harbor. Fear of this scenario — along with mistrust of the wily and ruthless enemy — defined the Cold War for Americans.

    The Americans analyzed their forced entry into World War II and identified what they took to be the root cause: the Munich Agreement allowing Nazi Germany to annex parts of Czechoslovakia. This was not only an American idea by any means, but it reshaped U.S. strategy. If the origin of World War II was the failure to take pre-emptive action against the Germans in 1938, then it followed that the Pacific War might have been prevented by more aggressive actions early on. Acting early and decisively remains the foundation of U.S. foreign policy to this day. The idea that not acting in a timely and forceful fashion led to World War II underlies much American discourse on Iran or Russia.

    Pearl Harbor (and the 1929 crash) not only led to a sense of foreboding and a distrust in the wisdom of political and military leaders, but it also replaced a strategy of mobilization after war begins, with a strategy of permanent mobilization. If war might come at any time, and if another Munich must above all be avoided, then the massive military establishment that exists today is indispensible. In addition, the U.S.-led alliance structure that didn’t exist prior to World War II is indispensible.

    The Soviet Strategic Miscalculation

    The Soviet Union had its own Pearl Harbor on June 22, 1941, when the Germans invaded in spite of the friendship treaty signed between them in 1939. That treaty was struck for two reasons: First, the Russians couldn’t persuade the British or French to sign an anti-Hitler pact. Second, a treaty with Hitler would allow the Soviets to move their border further west without firing a shot. It was a clever move, but not a smart one.

    The Soviets made a single miscalculation: They assumed a German campaign in France would replay the previous Great War. Such an effort would have exhausted the Germans and allowed the Soviets to attack them at the time and place of Moscow’s choosing. That opportunity never presented itself. On the contrary, the Germans put themselves in a position to attack the Soviet Union at a time and place of their choosing. That the moment of attack was a surprise compounded the challenge, but the real problem was strategic miscalculation, not simply an intelligence or command failure.

    The Soviets had opted for a dynamic foreign policy of shifting alliances built on assumptions of the various players’ capabilities. A single misstep could lead to catastrophe — an attack at a time when the Soviet forces had yet to recover from one of Josef Stalin’s purges. The Soviet forces were not ready for an attack, and their strategy collapsed with France, so the decision for war was entirely Germany’s.

    What the Soviets took away from the June 1941 invasion was a conviction that political complexity could not substitute for a robust military. The United States ended World War II with the conviction that a core reason for that war was the failure of the United States. The Soviets ended World War II with the belief that their complex efforts at coalition building and maintaining the balance of power had left them utterly exposed by one miscalculation on France — one that defied the conventional wisdom.

    During the Cold War, the Soviets developed a strategy that could best be called stolid. Contained by an American-led coalition, the Soviets preferred satellites to allies. The Warsaw Pact was less an alliance than a geopolitical reality. For the most part it consisted of states under the direct military, intelligence or political control of the Soviet Union. The military value of the block might be limited, and its room for maneuver was equally limited. Nonetheless, Soviet forces could be relied on, and the Warsaw Pact, unlike NATO, was a geographical reality that Soviet forces used to guarantee that no invasion by the United States or NATO was possible. Obviously, the Soviets — like the Americans — remained vigilant for a nuclear attack, but it has been noted that the Soviet system was significantly less sophisticated than that of the Americans. Part of this imbalance was related to technological capabilities. A great deal of it had to do with the fact that nuclear attack was not the Soviet’s primordial fear, though the fear must not be minimized. The primordial fear in Moscow was an attack from the West. The Soviet Union’s strategy was to position its own forces as far to the west as possible.

    Consider this in contrast to the Soviet relations with China. Ideologically, China ought to have been a powerful ally, but the alliance was souring by the mid-1950s. The Soviets were not ideologues. They were geopoliticians, and China represented a potential threat that the Soviets could not control. Ideology didn’t matter. China would never serve the role that Poland had to. The Sino-Soviet relationship fell apart fairly quickly.

    The Soviet public did not develop the American dread that beneath peace and prosperity lurked the seeds of disaster. Soviet expectations of life were far more modest than those of Americans, and the expectation that the state would avert disaster was limited. The state generated disaster. At the same time, the war revealed — almost from the beginning — a primordial love of country, hidden for decades under the ideology of internationalism, that re-emerged spontaneously. Beneath communist fervor, cynical indifference and dread of the Soviet secret police, the Russians found something new while the Americans found something old.

    France’s Fall Surprises Britain

    As for the British, their miscalculation on France changed little. They were stunned by the rapid collapse of France, but perhaps also relieved that they would not fight in French trenches again. The collapse of France caused them to depend on only two things: One was that the English Channel, combined with the fleet and the Royal Air Force, would hold the Germans at bay. The second was that in due course, the United States would be drawn into the war. Their two calculations proved correct.

    However, the United Kingdom was not one of the ultimate winners of the war. It may not have been occupied by the Germans, but it was essentially by the Americans. This was a very different occupation, and one the British needed, but the occupation of Britain by foreign forces, regardless of how necessary and benign, spelled the end of the British Empire and of Britain as a major power. The Americans did not take the British Empire. It was taken away by the shocking performance of the French. On paper, the French had an excellent army — superior to the Germans, in many ways. Yet they collapsed in weeks. If we were to summarize the British sensibility, after defiance came exhaustion and then resentment.

    Some of these feelings are gone now. The Americans retain their dread even though World War II was in many ways good to the United States. It ended the Great Depression, and in the aftermath, between the G.I. Bill, VA loans and the Interstate Highway System, the war created the American professional middle class, with private homes for many and distance and space that could be accessed easily. And yet the dread remains, not always muted. This generation’s Pearl Harbor was 9/11. Fear that security and prosperity is built on a base of sand is not an irrational fear.

    For the Russians, the feelings of patriotism still lurk beneath the cynicism. The collapse of the Soviet Union and the collapse of Russia’s sphere of influence have not resulted in particularly imaginative strategic moves. On the contrary, Russian President Vladimir Putin’s response to Ukraine was as stolid as Stalin’s or Leonid Brezhnev’s. Rather than a Machiavellian genius, Putin is the heir to the German invasion on June 22, 1941. He seeks strategic depth controlled by his own military. And his public has rallied to him.

    As for the British, they once had an empire. They now have an island. It remains to be seen if they hold onto all of it, given the strength of the Scottish nationalists.

    While we are celebrating the end of World War II, it is useful to examine its beginnings. So much of what constitutes the political-military culture, particularly of the Americans, was forged by the way that World War II began. Pearl Harbor and the American view of Munich have been the framework for thinking not only about foreign relations and war, but also about living in America. Not too deep under the surface there is a sense that all good things eventually must go wrong. Much of this comes from the Great Depression and much from Pearl Harbor. The older optimism is still there, but the certainty of manifest success is deeply tempered.

  • : Understanding Trump, Stratfor Talks, beyond Merkel

    : Understanding Trump, Stratfor Talks, beyond Merkel

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    November 25, 2016

    A Simple Tool for Understanding a Trump Presidency

    We hear all the time about how the world “should” work. Self-proclaimed liberals and conservatives, Keynesians and Reaganites, humanists and hawks, globalists and nationalists have crammed the airwaves and filled our Twitter feeds with policy prescriptions, promoting their worldview while scorning others’. But after the emotionally charged year this has been, I suspect many people are growing weary of big theories and cursory character assassinations. Instead, it may be time to replace the pedantry with something more fundamental — and less divisive — in which to ground our thoughts and make sense of the world.

    Rather than focusing on what should happen, perhaps we would do better to turn our attention to what will happen. And in this, geopolitics can come in handy. Read more…

    Building a More Efficient World

    All countries needs basic infrastructure. Some come by it more easily than others.

    Europe Needs More Than Merkel

    The EU’s fragmentation and U.S. policy shifts will leave less room in which Berlin can operate.

    OPEC Inches Toward a Market Intervention

    Saudi Arabia is so desperate for a deal to boost oil prices, it is likely willing to compromise enough to get one.

    Stratfor Talks Podcast

    Listen to a year’s worth of conversations and insights into major geopolitical issues, from Mosul to North Korea, Chinese renditions to crises in Venezuela.

  • China’s debt crisis, Iran’s nuclear deal and more. stratfor

    China’s debt crisis, Iran’s nuclear deal and more. stratfor

    What you need to know today!

    November 23, 2016

     

    China’s Economy: Living on Borrowed Time

    A looming debt crisis could make for a difficult year ahead for Chinese leaders. Sluggish construction growth and skyrocketing debt, coupled with sharp reductions in debt maturity periods, could cause corporate defaults and bankruptcies to spike next year. Although 2016 has brought stronger-than-expected growth to China’s property sector, it has largely been concentrated in the country’s wealthiest cities and has come at the expense of creating more available credit.

     

     

    POLITICS

    U.S. Foreign Policy Implications of a Trump Presidency

    Two of Stratfor’s lead analysts, Vice President of Global Analysis Reva Goujon and Vice President of Strategic Analysis Rodger Baker, sit down to discuss what a Trump presidency could mean for U.S. foreign policy.

    Listen for free here.

     

    MILITARY

    Conversation: Trump and the Iranian Nuclear Deal

    Stratfor Middle East Analyst Emily Hawthorne and Energy Analyst Matthew Bey discuss the constraints facing U.S. President-elect Trump in renegotiating the nuclear deal with Iran.

    Watch this video for free here.

     

    CRISIS WATCH

    Hopes of a Cease-Fire Are Quickly Dashed

    Though Yemen has always suffered from instability, its recent history has been especially violent. The Hadi’s government has rejected talks with Houthi representatives over a peace deal.

     

    ECONOMY

    Cashing in on India’s Black Economy

    Modi decides the chance to reclaim tax revenues with a bold banknote swap is worth the political and economic risks.

     

     

     

     

  • Iraq: An Oil Deal Drives Kurdish Parties Further Apart

    Iraq: An Oil Deal Drives Kurdish Parties Further Apart

     

    Iraq: An Oil Deal Drives Kurdish Parties Further Apart

    (Stratfor)

    Discord is spreading through Iraq’s Kurdistan Regional Government (KRG), this time because of a recent oil deal between Arbil and Baghdad. Hero Ibrahim Ahmed, a senior figure of the Patriotic Union of Kurdistan (PUK) and the wife of former Iraqi President Jalal Talabani, sent a letter to Iraqi Prime Minister Haider al-Abadi on Sept. 7 threatening to halt the flow of oil out of Kirkuk. Ahmed criticized a revenue-sharing agreement struck in August between al-Abadi’s administration and the Kurdish government to jointly export 150,000 barrels of oil per day from the disputed Kirkuk region through Turkey, claiming the deal lacks transparency. She added that the accord, which splits oil revenue evenly between Arbil and Baghdad, was crafted without her party’s input.

    Ahmed’s ability to follow through with her threat is limited, but her allegations signal the growing strain between the PUK and the Kurdish government’s ruling Kurdistan Democratic Party (KDP). Since the parties’ political alliance crumbled earlier this year, the KDP has taken steps to marginalize the PUK in the KRG’s decision-making process. In fact, the Kurdish delegation that brokered the recent oil deal was made up primarily of KDP members. The Kurdish Ministry of Natural Resources, moreover, has accused the PUK of illegally selling Kirkuk’s oil to Iran, which has long been an influential partner of the PUK. Ahmed has denied the ministry’s claims that people and companies affiliated with her party have sent 30,000 bpd to Iran to the tune of $30 million.

    But a dispute with the KDP, though problematic, is not the PUK’s most pressing concern at the moment. On Sept. 1, the PUK’s secretary-general announced the formation of a decision-making body intended to put an end to the monopoly on authority held by a small cadre in the party. Though the move is widely considered illegitimate within the PUK’s ranks, it reflects the deepening internal divides threatening to tear the party apart. Hidden differences among party members began to emerge in 2012, as Talabani’s health deteriorated, and the contention has worsened ever since.

    The intra- and inter-party bickering will only further destabilize the Kurdish government, which is already struggling to overcome mounting tension between the ruling KDP and the Gorran movement (Iraqi Kurdistan’s largest opposition party). Ahmed’s latest statement will make it even more difficult for Iraqi Kurdistan’s political parties to work together to solve the financial and security problems piling up against them.

  • Stratfor:  Egypt and Turkey, Aligned but out of Step

    Stratfor: Egypt and Turkey, Aligned but out of Step

    Geopolitical Weekly

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    Turkey’s embrace of Islamism — and Egypt’s rejection of it — has driven a wedge between them. (PETER MACDIARMID/SASCHA STEINBACH/Getty Images)

    By Emily Hawthorne

    When Egypt opened its 2011-12 election season, the first election to be held since the end of the Arab Spring, the country’s political atmosphere came alive with promise and debate. At the time, I lived in the coastal city of Alexandria, where “let’s give them a try” had become the refrain of my religiously conservative Egyptian friends. They were referring to the Islamist Muslim Brotherhood candidates who were flooding the parliamentary tickets, figures who had never before been able to challenge the military leaders who had ruled Egypt with a tight grip since the 1950s. “But they’re not experienced,” was the common retort of my more secular friends, many of whom went on to cast their vote for technocrat Hamdeen Sabahi in the presidential race that spring. Yet when the Muslim Brotherhood’s Mohammed Morsi was declared the country’s president in June 2012, the noisy celebrations of his jubilant supporters echoed through the streets of my neighborhood.

    A decade earlier, in 2002, a similar atmosphere — one of possibility, hope and apprehension — enveloped Turkey as it prepared for general elections, a vote that gave rise to the country’s own Islamist-leaning government and Recep Tayyip Erdogan, who would become prime minister. Turkey’s Islamist forces, embodied by Erdogan and his Justice and Development Party (AKP), had taken years to fight their way to the top of Turkish politics, edging out their more secular and liberal rivals along the way. Now president, Erdogan continues to dominate the country’s political scene, and in spite of a recent failed coup attempt, both he and his party appear to have a long future ahead of them.

    Egypt’s experiment in Islamist governance, however, proved to be far more short-lived. Morsi’s Muslim Brotherhood administration fell just as quickly as it rose, and Egypt’s ruling military council is doing everything in its power to ensure that it does not return. Turkey’s embrace of Islamism — and Egypt’s rejection of it — has driven a wedge between the two countries. But the friction between Ankara and Cairo is as much about the similarities they see in themselves as it is about their ideological differences.

    Two Paths Merge

    Turkey and Egypt are like-minded rivals moving along the same path, albeit out of step with one another. That path has been determined, in large part, by geography. The territory that makes up both modern Egypt and Turkey occupies the land bridges lining the Mediterranean Sea, swaths of terrain that are as key to trade, commerce and migration today as they were 1,000 years ago. Even now, the two states are the primary gateways for the waves of migrants flowing into Europe.

    For millennia, Egypt’s people clustered around the Nile River, giving rise to the homogeneity that is still palpable in the country. By contrast, Turkey’s diverse population has always been scattered, flung far and wide across its expanse, a mix of ethnicities that has simultaneously strengthened and weakened the state. Centralization of power has always been a much simpler task for Cairo than for Ankara. Yet even if Turkey’s past rulers — the Ottomans, and before them the Greek Byzantines and Turkish Seljuks — had a hard time controlling Turkish territory in its entirety, they excelled in capturing it. In 1517, Egypt came under the Ottoman Empire’s loose command, and from that point, its course began to align with Turkey’s.

    After the Ottoman Empire fell in the wake of World War I, the two states continued to tread similar paths through the 20th century. Egyptian and Turkish leaders served as wellsprings of inspiration for one another during the tumultuous decades of state building that swept across the Middle East. For example, Gamal Abdel Nasser — a leader still revered among Egyptians today — drew some of his ideas from Mustafa Kemal Ataturk, an equally powerful figure in Turkey who carefully constructed his country’s secular and militarized model of governance. Both states embraced a secular, nationalistic approach to policymaking while empowering their armed forces, a strategy that made them vulnerable to periodic coups and uprisings. This reality still holds today, as evidenced by Egypt’s 2013 coup and Turkey’s July 15 coup attempt.

    Religious figures in Egypt and Turkey exchanged ideas throughout the 20th century as well. At different times, both countries grappled with the emergence of Islamist groups that threatened to upset the status quo and challenge the ruling power. In the 1920s, the Muslim Brotherhood was founded in Cairo by Hassan al-Banna, whose writings on religion underpinning the state went on to inspire Islamist political movements across the Middle East. Decades later, Necmettin Erbakan laid the groundwork for Turkey’s own brand of Islamist politics. He went on to become the country’s prime minister in the 1990s, only to be forced out of office by the military for attempting to merge religion and state. Ironically, this series of events was not unlike what Morsi would experience decades later as the Egyptian military stepped in to take back the state from its Islamist leader.

    As Turkey Rises, Egypt Falls

    Since the Arab Spring, Turkey and Egypt have struggled to find their footing in an ever-changing region. Egypt, however, has had a considerably more difficult time. Even though it has the largest population and one of the biggest militaries in the Middle East, political uncertainty, driven in part by the quick termination of the country’s sole foray into Islamist-tinged democracy, has kept Egypt focused inward. Its political scene has stabilized in the past two years, but Cairo’s efforts to appease an exploding populace and prop up a lackluster economy have left it little room to regain its status as a regional heavyweight.

    At the same time, empowered by a more diversified economy, Turkey has inserted itself in conflicts and negotiations across the Middle East. Its goal is simple: to mold the turbulent region by espousing its moderate Islamist order. After all, regardless of some popular dissatisfaction with Erdogan’s autocratic style, the Turkish government is democratically elected. And as many Turks were quick to point out in the wake of the country’s recent coup attempt, the overthrow of a democratically elected government — even one that has since taken the opportunity to purge every corner of society — promises only greater uncertainty. In spreading its reach, though, Turkey has stepped on Egypt’s toes on several occasions. For instance, Cairo has long laid claim to brokering peace between Israelis and Palestinians, talks that have been complicated by Ankara’s recent support for Hamas.

    The widening gap between the two countries has only been exacerbated by their diverging approaches to governance. Under Erdogan’s rule, Turkey has thrown its weight behind Islamist movements in the region — including Egypt’s Muslim Brotherhood — because they often share the ruling AKP’s agenda. While Morsi and his Muslim Brotherhood peers controlled the government in Cairo, ties between Egypt and Turkey improved. (When, in September 2011, Erdogan made his first official visit to Egypt, many Egyptians welcomed him as the embodiment of the capable, Islamist leader they hoped to see in their own country.) But since Morsi’s 2013 ouster, Egypt’s secular military leaders have given Turkey the cold shoulder, in no small part because Ankara has offered Egypt’s exiled Muslim Brotherhood members haven within its borders.

    Deep-Seated Tension Lingers

    Turkey’s decision to protect the Muslim Brotherhood has strained its ties with Egypt to their breaking point. Now, any significant incident is an opportunity for the states to trade jabs. In the days following Turkey’s attempted coup, Egypt made its annoyance at the operation’s failure clear. Three Egyptian state newspapers ran premature headlines proclaiming Erdogan’s ouster, while Egypt’s Foreign Ministry hemmed and hawed over the U.N. Security Council’s characterization of the Turkish government as “democratically elected” in a resolution condemning the coup. Turkey, which has also used the United Nations as a platform to throw barbs at Egypt, shot back by saying it was “natural for those who came to power through a coup to refrain from taking a stance against the attempted coup.” Cairo responded by offering to consider the asylum request of Fethullah Gulen, the cleric charged with inciting the coup, should he choose to submit one.

    The spat is just the latest of the deep, intermittent bouts of tension between Egypt and Turkey that, by all appearances, are bound to continue. Over the past year, Saudi Arabia has been working to mediate talks between the two on the Muslim Brotherhood in an effort to unify the dual cornerstones of its envisioned Sunni alliance. If successful, the normalization of Egypt-Turkey ties would go a long way in strengthening Sunni unity in the region, which has been deeply shaken by conflict and jihadist violence. But though Saudi Arabia has made some headway, it is unlikely that Ankara will agree to feed Riyadh’s regional ambitions at the expense of its own.

    Egypt, for its part, is more likely to listen to Saudi Arabia’s pleas. But Riyadh does not have the power to force Cairo to ignore Ankara’s support for the Muslim Brotherhood, which Egypt considers a terrorist group. The situation is complicated further by the fact that Egypt has recently held meetings with the Kurdistan Workers’ Party, a group Turkey counts among its terrorist threats and has targeted with numerous military operations.

    This is not to say Egypt and Turkey have few goals in common. Both, for instance, would like to see the defeat of the Islamic State and the development of the eastern Mediterranean region. But even if the two could set aside their differences and cooperate temporarily for the sake of mutual gain, tension between them will continue to simmer beneath the surface, constantly at risk of flaring up once more.

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  • Geopolitical intelligence firm Stratfor on Syria

    Geopolitical intelligence firm Stratfor on Syria

    stratforStratfor published a short  statement relating to Syria.

    Here is the statement: At a time when countries are about to go to war–your own included–being unaffected by fear and passion is a critical professional stance. What Stratfor is proudest of is this: we know what we know. We know what we don’t know. And we don’t substitute opinion to fill in the blanks.

    Stratfor’s job is to analyze the world as objectively as possible, and the situation in Syria is among the most difficult we have seen. The problem is we really don’t know what happened. The general consensus is Syrian President Bashar Assad ordered the use of chemical weapons against his enemies. The problem is trying to figure out why he would do it. He was not losing the civil war. In fact, he had achieved some limited military success recently. He knew that U.S. President Obama had said the use of chemical weapons would cross a red line. Yet Assad did it.

    Or did he? Could the rebels have staged the attack in order to draw in an attack on al-Assad? Could the pictures have been faked? Could a third party, hoping to bog the United States down in another war, have done it? The answers to these questions are important, because they guide the U.S. and its allies’ response. The official explanation could be absolutely true–or not.

    We can’t shy away from alternative explanations simply because they seem outlandish and conspiratorial. Nor can we embrace them. Stratfor’s job is to know what it knows, know what it doesn’t know and be honest about it.