Playing with numbers.

Reaction to US Secretary of Defense (he prefers to call it “of War”) Pete “Kegseth” Hegseth’s comments that NZ was “freeloading” on the US because it does not spend 3.5% of GDP on defense was predictable if shallow for the most part. Most reasonable commentators, including–surprisingly–Don Brash, found the figure to be ludicrous on the face of it, and as someone said, perhaps intended to be aspirational rather than realistic. That is a very polite way of phrasing things. Predictably, the government responded by pointing to its pledge to spend 2%GDP on defense in the next decade, although it was vague on the how and why’s of the increase other than repeating the recent mantra that NZ is located in an increased threat environment.

The impolite way of phrasing things is that the call for NZ to spend 3.5% of GDP on defense is a mastubatory pipe dream by a sweaty-palmed war fetishist white nationalist alcoholic “Alpha male” wanna-be by the name of Pete Hegseth. It has no basis in any discernible fact and it bears no relationship to any known strategic reality. Like most of what he says, Hegseth’s demand is a blustery babble of bullying rhetorical incontinence, much like his purported US war plan for its attack on Iran.

So let’s consider the facts.

The only countries that spend 3.5% of GDP on “defense” are authoritarian, war-mongering and/or garrison states (a garrison state is one that is besieged by hostile adversaries, like Ukraine, Iran and Taiwan). Most liberal democracies come nowhere close to that benchmark, and in fact until MAGA madness overtook US defense policy, the so-called “2 percent standard” where NATO members contributed that amount of their GDP to their collective defense was considered to be on the high end of the scale, especially for smaller states and particularly for those that did not have frontline borders with hostile actors like Russia. Two percent is already a stretch for most countries. 3.5% is untethered to the realities of most national security calculations.

A brief look at global GDP expenditures on defense tells the story: https://data.worldbank.org/indicator/MS.MIL.XPND.GD.ZS

Anyone with a modicum of understanding of democratic politics knows that (unlike the US) most democracies prioritize domestic policy areas that immediately affect voting constituencies. These include health, welfare, housing, education, retirement benefits and other public goods that maintain the material bases of public support for a given government, and more generally for democracy as a form of governance (as opposed to, say, various types of authoritarianism). Expenditures on defense and security (including on intelligence services) tend to be of lower priority and directly related to exposure to threats to national interests, including but not limited to the physical integrity and sovereignty of a given democratic state. Since threats can be indirect, distant or too large to be handled alone, many democracies forge security alliances and pacts with larger like-minded or strategically-aligned partners. NATO is an example of that, as is the Australian-New Zealand bilateral defense pact and various regional security agreements.

One of the advantages of such collective security agreements is that it reduces the need for individual countries to increase their defense spending to levels that draw resources away from non-security domestic spending. In military terms, collective security agreements are supposed to be a form of force multiplier in which smaller partners exchange the mantle of protection from larger partners by assuming roles in support of common objectives and interests that the larger partners cannot or prefer not to do by themselves (say humanitarian assistance or peacekeeping missions).

What the US is demanding, therefore, is contrary to the spirit as well as intent of democratic collective security. It threatens to withdraw its security “cover” from countries unless they spend more on defense than the US does itself (the US is at 3.4% of GDP spent on defense while actively involved in several conflicts of its choosing). Moreover, this one-size-fits-all spending baseline not only ignores the reality of domestic politics in most liberal democracies other than the US. It also ignores the geopolitical realities of different states. The US is a continental country surrounded by blue water and non-threatening land neighbours that has a neo-imperialist foreign policy and war-mongering constituencies that drive it to pursue continuous wars that it does not necessarily fight to win: instead, it must find foreign enemies to fight in order to justify its international behaviour and provide sustenance to its military-industrial complex (which is a motor force of the US economy). It fights not to win but because it can, and because it has domestic actors that materially benefit from perpetuating the suffering of others.

Liberal democracies like NZ are cut from a different cloth. Their threat environments are often different to that of the US and, for that matter, from each other in most instances. So the cookie-cutter approach to security and defense spending demanded by Kegseth and his minions, as well as parallel demands that defense policy of US partners dovetail and overlap in the interest of “interoperability” and strategic integration, falls short of recognizing the specific threat environments that other States may have to cope with, and therefore the strategic perspectives that they need to adopt in response. The international community, both in peace and in conflict, is not as US-centric as some might think. Force integration and joint operations is not a “ready to wear” clothes rack, either in terms of objectives as well as capabilities. This reality is lost on the MAGA administration.

Beyond the issue of a blunderbuss approach to defense spending in the aggregate, something that perhaps is because of the US’s own history of weapons development and procurement, it is not the total amount of GDP spent on defense that matters but what that money is spent on. Spending money on soon-to-be obsolescence platforms like the recently announced “Trump class” battleships (actually, non-battleship surface warships), is utter folly and often driven by non-military or non-strategic considerations like providing jobs to local constituencies (as is the case with the AUKUS nuclear submarine project in Australia). In an age of AI, minituarization and automated weapons technologies like drones, satellites and submersibles, military procurement and replenishment policies must be driven not by some arbitrary financial baseline but by literally getting more efficient bang for the buck. Threat environments and internal resource constraints should determine what weapons systems and support infrastructure are needed and what strategic policies should be used to deploy them. After that, the guiding principle should be to maximize value per dollar, not reach some arbitrary spending threshold.

All of this presumably happens against the background of a well thought-out geopolitical and geostrategic perspective. “Strategic culture” refers to a State’s historical approach to its external environment, one that weaves political, diplomatic, economic and military theory and capabilities into concrete practice. In this light NZ represents a somewhat odd case, as it has a Army-centric military despite being a maritime state (with a very weak Navy and virtually no Air Force), responds more to allied threat assessments than its own, adopts contradictory if not juxtaposed trade and security policies (trading preferentially with an emerging Great Power while aligning itself with a declining Great Power that is an avowed adversary of the former), professes to be idealist and pacifist in orientation (self-styling as a “champion” of the international rules based order and having an “independent” foreign policy) when in fact it behaves in an internal interest group-driven and externally clientalistic, ethically-agnostic fashion governed by short-term objectives. Some might say that this is a pragmatic approach; others might call it amoral, unprincipled and opportunistic.

Although many Defense White Papers and other policy papers have been produced outlining NZ’s purported vision of its place in the world, the threats it believes it must confront and the means by which it proposes to do so, what emerges from reading them is something more akin to strategic incoherence. We get much description of events and conditions that are influenced by the perceptions of larger partners, but we are not told precisely why we configure that NZDF and intelligence services in the way that we do. For example, the PRC is clearly considered by NZ and its security partners to be the major extra-regional threat to the South Pacific, but we are never told exactly why (Influence operations? “Dollar diplomacy?” Security pacts with Pacific Island nations? Other covert activities? Different value systems?). Much is alluded to but little is presented in the way of concrete evidence.

The same was true for the nearly two decades of NZ intelligence community intelligence assessments that jihadists, both foreign and domestic, were the greatest terrorist threat to NZ and its interests. This responded more to the expectations of NZ’s intelligence patrons in the 5 Eyes network and beyond rather than the probability of a jihadist attack in NZ. In fact, not a single such thing occurred in spite of many media-driven scares and episodic arrests, during a period in which rightwing neo-Nazi extremism, including a well documented presence in NZ that remains to this day, were virtually ignored in annual intelligence threat assessments. Until March 15, 2019, that is.

Recent NZ threat assessments like those mentioned are presented as fact at a time when the US has gone rogue under Trump, killing hundreds of civilians on the open seas without warrant or evidence, kidnaping the leader of a sovereign state, threatened to annex NATO allies, launched an opportunistic war of aggression under false pretences against Iran at the behest and in conjunction with another, in fact genocidal rogue state, kowtows to an authoritarian neo-imperialist aggressor in Europe, threatens the overthrow of the Cuban regime while subjecting that country to a total fuel blockade, slaps punitive tariffs for political reasons on governments that do not come to the US heel and spends US taxpayer money on openly influencing foreign elections in favour of its preferred candidates–who exactly is the clear and imminent threat here? And yet the US is not mentioned in NZ threat assessments once–not once–other than in oblique mentions of “Great Power Competition” affecting our part of the world. Yeah right. Meanwhile our military brass and civilian defense establishment court favour with US weapons manufacturers and government security officials without a shred of light cast on their activities and the reasons for them. So US good, PRC bad–but we trade more with the bad guys than the supposed good ones.

There are no parliamentary debates about these issues, much less public discussion of things like why the 2%GDP spend on defense criteria must be followed by NZ in the first place. Is it because NZ is a NATO partner? Is it because Trump threatens us with sanctions or tariffs if we do not obey? Or is it because in order to provide for some measure of self-defence we need to increase budgetary allotments for specific weapons systems and their logistical infrastructure? What, in fact, is the purpose of our defense forces? Territorial resistance against foreign invasion and occupation? Expeditionary service to our security masters? Global good citizen participation in multinational operations? What should be the emphasis of our forces? Peacekeeping and/or humanitarian operations (using military engineers and medics)? Special forces? Infantry without armor or air support? Coastal defense? Regional policing? Force support to Australian or other partner militaries? Civil defense?

In sum, there is much more to drawing up a defense budget than using some drunk US official’s number blocks as a guideline. But because the toddler’s math logic is strong with that one, and because he sits atop a very powerful death machine to which NZ is connected in multiple ways, NZ must be very calibrated in its response. For that it needs to truthfully know exactly what it needs to defend against, for how long given current and near future government resources and threat scenarios, and what tools are best suited to the task once national security priorities are honestly defined and operationalised given the fluid context of the times.

Having done that, and only then, can NZ tell Hegseth to shove his 3.5%GDP demand where the sun don’t shine.

Rats fleeing a moral slum.

Apropos the Washington Post/CNN stories regarding Pete Hegseth verbally instructing the Joint Special Operations Command (JSOC) Commanding Officer (Admiral Frank Bradley) and SEAL Team 6 to “kill them all” when survivors of a missile strike were seen clinging to the wreckage.

Well, the inevitable happened once the story got out. After weeks bragging about ordering attacks on supposed drug-running boats that have killed 81 people so far (no tangible evidence of drug-smuggling has been provided and even if they were involved in such activities, the penalty for drug-smuggling is imprisonment, not summary extrajudicial execution at sea), Trump and Hegseth are  trying to distance themselves from the order to kill shipwrecked survivors of a US military strike on a unarmed civilian boat by throwing Admiral. Bradley under the bus. 

Trump says that Hegseth told him that he did not order the strike and that he (Trump) would not have ordered it if he knew about it. Hegseth says that he did not give the “kill them all” order and did not watch the live feed coverage of the second strike (aka “double tap”) that killed the survivors even though he watched the rest of the operation up until that moment. They both pointed the finger for giving the “pull the second trigger” order at Admiral Bradley, who according to the original story passed it down the chain of command to SEAL Team 6, who then fired the Hellfire missile that killed the two people treading water. In total, 11 people died in the two strikes. No drugs were located.

This sequence of blame-shifting was predictable because Trump and Hegseth have no sense of honour or ethical compass guiding their actions in what conservative writer George Will calls a “sickening moral slum of an administration.” We can only hope that Admiral Bradley, whose career is finished regardless of who ultimately gave the double-tap kill order, has receipts or a document trail that will provide evidence of where the illegal order came from and who, precisely, gave it. Because killing shipwrecked survivors, during times of war and certainly doing times of peace, is a war crime, a crime under US and International law, and a violation of the Geneva Conventions and US code of military justice. That the people in question were defenceless civilians not engaged in a real conflict with the US makes things worse and opens up the possibility of criminal liability for those involved in giving and executing the order.

Interestingly, Admiral Alvin Holsey, the previous commander of the Southern Command (SOUTHCOM), which is the lead command involved in the military pressure campaign against Venezuela and its supposed drug-running activities, tendered his resignation 45 days after the Sept. 2 double tap strikes. He was not involved in the chain of command that conducted the strikes so likely was ignorant of operational details (SEAL Team Six was answering to JSOC, not SOUTHCOM). He had not yet completed the first year of his three year term and may have to forfeit the fourth star promotion to Admiral that came with his appointment to be the Southern Command boss (that is significant in terms of his retirement benefits). It could well be that Admiral Holsey resigned in protest against the illegal extrajudicial kills of mariners at sea. Should he be called before Congress to testify under oath about what he knew and when he knew about the double-tap and other kinetic operations carried out in the SOUTHCOM Area of Responsibility (AOR), things could get interesting.

Likewise, the Post story claims to be quoting two people in the room when Hegseth gave the “kill them all” order, with corroborating statements by five other people with direct knowledge of the operation. Given the high level decision-making involved, these are likely to be senior military officers and/or civilian Defense Department personnel. Should they be requested to appear before Congressional investigations committees and be questioned under oath, things could well get dicey for Hegseth in particular, but potentially for Trump as well if he knew about the “kill them all” policy in advance of the strikes.

As things stand, while Admiral Holsey will retire honorably, Admiral Bradley could well wind up court-martialed, sentenced and imprisoned, dishonorably discharged and all retirement benefits forfeited. For a 35 year service naval office and former SEAl, this is a tremendous fall from grace. The same could well happen to others in the chain of command that fateful night.

Which is why I hope that they carry receipts in the form of documentary evidence about the mission.

Even so, the Supreme Court has ruled the Trmp is immune from prosecution for actions taken in his official capacity as President (including murder). Trump can use his pardon powers to shield Hegseth, Bradley and others in the chain of command who participated in the operation. Trump has already demonstrated his willingness to exercise his pardon power as he deems fit, including pardoning war criminal Eddie Gallagher, a former SEAL.

Whatever happens, one can only hope that this is the beginning of the end for the corrupt and incompetent (yet dangerous) deck of cards known as the MAGA White House. Because just like the garish gold decor now festooning its walls like it was a Liberace showcase in Vegas, the term “gilded” in its original sense seems most appropriate. 

Shiny on the outside, rotten on the inside.

Signalling Deliberate Reckless Disregard (updated with a NZ angle).

Some thoughts on the Signal Houthi Principal’s Committee chat group conversation reported by Jeff Goldberg at The Atlantic.

It is obviously a major security breach. But there are several dimensions to it worth examining.

1) Signal is an unsecured open source platform that although encrypted can easily be hacked by signals intelligences agencies as well as criminal entities (it is a major part of what they do). The Pentagon issued warnings about using Signal to discuss sensitive information a week before this chat group was set up and yet National Security Advisor Waltz (who set up the group chat) went ahead and used it anyway, then inadvertently included Goldberg in the conversation;

2) Who was there and who was not. The 18 member group (including Goldberg) did not included any military officer, either from the Joint Chiefs of Staff or Central Command (which organised and conducted the strikes on Houthi targets). It did include people who had no reason to know classified details of the war plans, including the Treasury Secretary and his Chief of Staff, Secretary of State and his Chief Counsel and several lower-ranking staffers from the White House and other agencies. All could have received general unclassified briefs rather than highly classified advance notification of the details of the strikes. Most tellingly, the US Special Envoy to Ukraine and Russia, a member of the group chat with no need to know specifics of the strikes, was in Moscow at the time, where he was very likely to be under close electronic and personal surveillance;

3) All participants in the group had easy access to dedicated secure communications, including in some cases at their homes as well as part of their travel parties. They did not use them and instead opted for the unsecured commercial platform;

4) This matters because if reports are correct, weapons, targets, sequencing of attacks and location of platforms (air, sea, land) were specifically mentioned, as well as the name of a CIA agent, two hours before the attacks began. If hostile actors were monitoring any of the group’s Signal accounts, then the Houthis could have been warned in advance. One wonders what else these accounts may have offered adversaries if the use of Signal was commonplace amongst them;

5) There are reports that Signal was used to avoid Freedom of Information ACT (FOI) and Official Records Act (ORA) scrutiny. This was recommended by Project 2025 to eliminate information data that might be considered prejudicial or controversial if made public under the FOI or as part of ORA obligations (since apps like Signal permanently delete conversations once they are closed, so no records of them are kept. In this case Waltz set the closure date at one week after the chat ended). Deliberately trying to circumvent the ORA is illegal. Think of the historical precedent: Nixon’s Watergate tapes;

6) The chat involved diplomatic as well as operational security. Operational details of such strikes are obviously classified in advance of them and often after the fact because lives as well as US interests can be put at risk. Diplomatic security refers to frank discussions between government peers that they consider to be private/in-house because foreign interlocutors may not be happy with them (think of it as a buffer hiding a lack of discretion among officials). In this Signal chat group European allies were disparaged by SecDef and the VP, and Deputy Chief of Staff Miller spoke of extracting economic concessions from the likes of the Egyptians for providing the muscle in breaking the Houthi blockade (Egypt imposes levies on shipping in the Suez Canal as they transit to/from the Mediterranean and Red Sea, so lesser vessels in the Suez Canal due to the Houthi blockade means less revenue for Cairo. Breaking the blockade is therefore to the economic benefit of the Egyptians and Miller advised the group to demand compensation for doing so). There were differences in the group regarding the timing of the strikes because of differing perceptions of who would benefit the most–Europe or the US. The group also spoke of pre-empting the Israelis when it came to attacking the Houthis in order to get the political credit for doing so. All of this is sensitive insofar as it reveals the mindsets of the group participants with regard to allies. That mindset, in a word, is undiplomatic to say the least;

7) Given who was in the group and what was discussed, it appears that the Signals Houthi Principal’s Committee was basically a PR task force of sorts that was designed to get behind a specific narrative about the strikes. That is even openly mentioned in the conversation–staying on script, being united in the messaging, etc. That in and of itself would be fine if the conversation did not include any classified information. But if it did…

8) The administration states that no classified information was discussed and has resorted to smearing Goldberg as a deflection. That is a short-term solution. If the chat did not involve any classified information then Goldberg is free to release it to the public, or at least to investigative committees and agencies (he has very ethically chosen not to publish what he calls the classified details that he was privy to because of the risks involved). If there was classified material discussed in the chat, then DNI Gabbard and CIA Director Ratcliffe came perilously close to perjuring themselves before a Congressional Committee today, and Waltz and Hegseth have now lied to POTUS (assuming that Trump was unaware of the chat until after the fact) as well as the public.

All of this will undoubtably be a source of concern for US intelligence partners and allies in general. Although military and intelligence professionals in the security decision-making chain are continuing to do their jobs professionally, the cavalier if not reckless approach to information security exhibited by these partisan loyalists at the top of the Trump security apparatus is bound to cause alarm. After all, if loose lips sink ships, then the loose lips are on the Trump boat’s bridge.

NZ RELEVANT UPDATE: The New Zealand Navy is currently in command of JTF-150, the joint maritime patrol force leading the response to the Houthi attempted blockade in the Red Sea. NZDF also has targeting teams and other intelligence assets in the JTF-150 AOR (Area of Responsibility), which obviously includes Yemen and other Red Sea littoral States. Given that a CIA agent’s name was mentioned in this Signal chat group session, it raises the question as to whether other Signal chats were used by Trump administration officials to discuss classified information that may have included details of the activities of JTF-15 partners, including the NZDF. If so, that would be very problematic in terms of ongoing operational security for the NZDF personnel currently deployed in that theater. https://combinedmaritimeforces.com/ctf-150-maritime-security/#:~:text=CTF%20150%20is%20a%20multinational,on%20a%20four%2Dmonth%20basis.

To reiterate. If Signal was used to circumvent the ORA and potential FOI obligations whether classified information was mentioned or not, then criminal liability is now on the table for those who organised and participated in the group chat.

Except for Jeff Goldberg.