Tag Archives: John Ellis

The Raymond Davis Case

Rick Moran:

Raymond Davis, the alleged CIA contract employee who was charged with murder in Pakistan after gunning down two would be robbers, has been freed by a Pakistani court.

Pakistan’s English language daily Dawn reports:

A Pakistan court on Wednesday freed CIA contractor Raymond Davis, who was accused of murdering two men in Lahore, after blood money was paid in accordance with sharia law, the Punjab Law Minister Rana Sanaullah said.“The family members of the slain men appeared in the court and independently verified they had pardoned him (Davis),” provincial law minister Rana Sanaullah told a private television.

“He has been released from jail. Now it is up to him. He can go wherever he wants,” he added.

The lawyer representing the victims, Asad Manzoor Butt, said he was not allowed to appear for the hearing. The lawyer alleged that Davis possibly escaped from the prison with the consent of the authorities, DawnNews reported.

The lawyer further claimed that he was kept in unlawful confinement, according to DawnNews.

PML-N spokesman Pervez Rasheed the Punjab government was not involved in the release of Davis, DawnNews reported.

Could all of that be true? Anything is possible but Dawn is not the most reliable media outlet. At the time of Davis’ arrests, they reported that the two street thugs he shot were “commuters.”

Spencer Ackerman at Danger Room at Wired:

All it took was cash to end an acrimonious spy standoff between the U.S. and its Pakistani frenemy.

Raymond Davis, a CIA contractor held in a Pakistani jail since late January, is a free man. He reportedly left Kot Lakhpat prison after family members of the two men Davis allegedly killed agreed to accept $700,000 per family in compensation for their losses.  (The exact total is in some dispute.) Blood money: it works.

To say the case inflamed Pakistan is an understatement. Some 47 people signed up to give witness statements in Davis’ scheduled trial, including cops and hospital workers. Little wonder: while Pakistan’s government and military tolerates the CIA’s drone strikes in the tribal areas, popular sentiment is outraged by the presence of American spies roving Pakistani streets, as Davis apparently was.

A Pakistani court charged him with murder — Davis claims he shot the two men in self-defense when they attempted to rob him — and declined to rule on his claims of diplomatic immunity, something Washington insists Davis possesses. But that’s now overtaken by events: the Guardian’s Declan Walsh tweets that Davis is “en route to Kabul, landing shortly.”

Rep. Mike Rogers, the chairman of the House intelligence committee, praised Davis’ release and blasted Pakistan for detaining him in the first place. “If Pakistan wants to be taken seriously as a state based on the rule of law, it must respect its international obligations,” Rogers said in a statement. “Pakistan and the U.S. cooperate on many levels because it is in our mutual interest. Irresponsible behavior like this jeopardizes everything our two nations have built together.”

Huma Imtiaz at Foreign Policy:

As March 16th dawned over Pakistan, perhaps no one except for the powers-that-be realized that Raymond Davis would soon be free.

Earlier in the morning, the Lahore Sessions Court had indicted Davis, a CIA contractor, for murder, after he allegedly shot dead Faizan Haider and Mohammad Faheem in Lahore this past January 27.

Hours later, the news broke that Davis was a free man, after he paid blood money to the families of Faizan and Faheem. According to Geo News, Punjab Law Minister Rana Sanaullah announced that the families had forgiven Davis, and been paid blood money under the Shariah law of Qisas and Diyat.  Another report aired on the channel said that 18 members of both families had announced in front of the judge in Kot Lakhpat jail that they had forgiven Raymond Davis, after which cash was handed over to the families. However, the families’ lawyer Asad Manzoor Butt told Geo News that they were forcibly made to forgive Davis, after being led to jail by a man without identification.

Munawar Hasan, leader of the right-wing religious party Jamaat-e-Islami, reacted to the news by accusing the government of being slaves of the United States. “They should know that traitor governments do not last for very long,” he said. “They have mocked the law, and the families were forcibly made to sign the Diyat document. Davis was involved with terrorist organizations, and yet they have let him go. The ISI claims to love the country, but they sell people to the States in exchange for dollars, they have failed in their love for the nation today.” Hasan says protests against the release of Raymond Davis will be held in the major cities of Pakistan.

Conflicting reports have emerged about how much money has been paid to the families. Sources on various TV channels aired figures ranging from Rs. 60 million to Rs. 200 million (approximately $700,000 to $2,350,000). Davis’ whereabouts are also unknown – Dunya News said he had flown to the United States, whereas Geo News claimed he had flown to Bagram Air Base in Afghanistan. Another story attributed to “sources” on Geo News also said that Faizan’s widow Zehra had allegedly left for the United States.

Omar Waraich at Time:

Under Pakistani law, “blood money” is a legal means of securing forgiveness from the victims. Under the qasas and diyat laws, derived from Islamic jurisprudence, a court can release an accused person if the victim’s family agrees to a satisfactory cash settlement. The Shari’a-based laws are invoked in the majority of murder cases, Pakistani legal experts say. According to government officials in Punjab, Davis was charged with murder on Wednesday but then acquitted after the families of the two victims said in court that they forgave the CIA contractor and submitted documents attesting to that. Senior Pakistani officials told TIME that each victim’s family received $700,000 in compensation — for a total of $1.4 million.

David Ignatius at WaPo:

This deal had four principal architects: Hussein Haqqani, Pakistan’s ambassador to Washington, who shared the “blood money” idea with Sen. John Kerry, chairman of the Senate Foreign Relations Committee. Kerry then traveled to Pakistan, where me met with President Asif Ali Zardari, with the leaders of the Punjab government that was holding Davis, and with top officials of the ISI. Haqqani also visited CIA Director Leon Panetta the evening of Feb. 28 to share the “blood money” idea with him, according to a U.S. official. The final details were worked out by Panetta and ISI Director-General Ahmed Shuja Pasha.

U.S. and Pakistani sources said the process that led to Davis’s release Wednesday included a series of steps: First, the U.S. agreed to pay compensation to the families of the two Pakistanis Davis killed on Jan. 27. A Pakistani lawyer quoted by the Associated Press said the total payments amounted to $2.3 million. Another Pakistani source told me the payments were less than $1 million for each family. According to a U.S. official, the actual negotiations were conducted by Pakistanis, but the U.S. has agreed to pay the bill.

After the families reached the private financial agreement and formally forgave Davis, the settlement was recognized by the trial court in Punjab, which could then dismiss the murder charges under what is described as a standard process in Pakistani murder cases. With the murder charges dismissed, the Punjabi court resolved lesser charges against Davis, and he was freed.

An important aspect of the settlement, for the U.S., was that the principal of diplomatic immunity was never formally challenged in Pakistani courts. The Pakistani High Court refused to rule on the question and the trial court didn’t make a finding, either. That was crucial for the U.S., which feared that a legal challenge to its claim of immunity for Davis would expose hundreds of other undercover agents around the world who rely on the legal protection of their formal status as “diplomats.

John Ellis at Business Insider:

The ISI, Pakistan’s intelligence agency, emerged the winner in the show-down over the fate of CIA operative Raymond Davis.

The US position was that Mr. Davis was in Pakistan on a diplomatic passport, that he enjoyed all the privileges of that status and that the charges of murder lodged against him (he shot two Pakistanis, he says, in self-defense, which is almost certainly true) were therefore null and void.

[…]

Officially, Pakistan gets nearly $2 billion annually in foreign aid from the US.  And that figure is the public number. The actual number is much higher.  How it is that the American government can get jerked around by a government that enjoys such vast US support is a mystery.  But that’s what happened.

Lisa Curtis at Heritage:

Despite years of working closely to target al-Qaeda and other terrorists in Pakistan, the ISI and CIA had seen their relationship begin to fray, partly over Pakistan’s handling of terrorist group Lashkar-e-Tayyiba (LeT), which was responsible for the November 2008 Mumbai attacks. Pakistani-American David Headley, who was arrested in Chicago in October 2009 and later charged by a U.S. court with facilitating the Mumbai attacks as well as a planned terror attack in Denmark, revealed to interrogators that he was in close contact with Pakistani intelligence. As a result, the families of the six American victims of the Mumbai attack filed charges in a New York court against the head of Pakistan’s intelligence service, General Shujah Pasha, for involvement in the attacks. Pasha’s tenure as Director General of the ISI was recently extended by one year by Prime Minister Yousaf Raza Gilani.

Adding fuel to the fire, the CIA station chief in Islamabad was forced to leave the country last December after his cover was blown in the Pakistani media.

While resolution of the Davis case may help to cool tempers between the ISI and CIA in the immediate term, so long as Pakistan resists taking serious action against terrorist groups like the LeT, tensions in the relationship will persist.

Washington is increasingly and rightly concerned about the global reach of the LeT and the potential for the group to conduct a Mumbai-type of attack on U.S. soil. It is highly likely that the CIA had recently sought to develop independent sources of secret information on the group in Pakistan to avert such a possibility. Many analysts argue that the LeT is focused primarily on India and thus has little motivation to attack the U.S. directly. However, the skill with which U.S. citizen David Headley operated in close collaboration with the LeT for so many years has raised concern about the LeT’s level of sophistication and its potential capability to conduct an attack in the U.S. if it so chooses.

The Pakistani authorities must now brace for the public reaction to the release of Davis. The religious parties held numerous protests over the past several weeks against Davis’s release. Whether the Pakistani security establishment will be able to use their links to the religious parties to temper their response remains to be seen. Following the Pakistani military storming of the Red Mosque in Islamabad in July 2007, the religious parties strongly criticized the operation, but their public protests were muted. The Pakistani Taliban, which has conducted numerous suicide attacks inside Pakistan over the last three years, will almost certainly react with further violence in retaliation for Davis’s release.

While the release of Raymond Davis is indisputably good news for the U.S and may temporarily improve ties between our two intelligence agencies, it could also heighten anti-American sentiment in Pakistan, especially if the initial news reports that the families were pressured into accepting the blood money gain traction. While one diplomatic dispute between the U.S. and Pakistan has found resolution, the fundamental challenges to the relationship certainly remain.

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Filed under Af/Pak, Crime

Our Bubbles Keep Bursting

David Streitfeld in NYT:

Few believed the housing market here would ever collapse. Now they wonder if it will ever stop slumping.

The rolling real estate crash that ravaged Florida and the Southwest is delivering a new wave of distress to communities once thought to be immune — economically diversified cities where the boom was relatively restrained.

In the last year, home prices in Seattle had a bigger decline than in Las Vegas. Minneapolis dropped more than Miami, and Atlanta fared worse than Phoenix.

The bubble markets, where builders, buyers and banks ran wild, began falling first, economists say, so they are close to the end of the cycle and in some cases on their way back up. Nearly everyone else still has another season of pain.

“When I go out and talk to people around town, they say, ‘Wow, I thought we were going to have a 12 percent correction and call it a day,’ ” said Stan Humphries, chief economist for the housing site Zillow, which is based in Seattle. “But this thing just keeps on going.”

John Ellis at Business Insider:

Everyone thought that when the housing crisis hit, it wouldn’t hit hard in “stable” US cities like Seattle and Minneapolis.  No one thinks that anymore

David Leonhardt at NYT:

When we last listed the price-to-rent ratios in major metropolitan areas, Seattle’s was near the top of the list. Only in the Bay Area of Northern California and in Honolulu were house prices higher, relative to rents.

A sky-high price-to-rent ratio is perhaps the single best sign that an area is in a housing bubble. Real-estate agents, homeowners and even home buyers can tell a lot of stories to justify the bubble — stories about central cities or good school districts being immune to bubbles — but eventually people will realize that renting is a much better deal and more will do so.

There is no such thing as a market price that cannot fall.

Matthew Yglesias:

David Streitfeld writes that “The rolling real estate crash that ravaged Florida and the Southwest is delivering a new wave of distress to communities once thought to be immune — economically diversified cities where the boom was relatively restrained.”

First see David Leonhardt on whether the boom really was all that restrained in Seattle. But the other examples are better and I think this is a reminder that the relationship between the housing market and the economy is push and pull. There was, in fact, an unsustainable bubble in house valuations across much of the country that led to localized unsustainable booms in home building and related activities. That process came to an end in 2006-2007 and we were in recession all throughout 2008 as the unemployment rose and the construction boom unwound. But then came the really giant collapse of aggregate demand in fall of 2008 continuing through the subsequent winter. Now we’re way below the long-term trend level of overall nominal spending:

Overall nominal spending equals overall nominal incomes. And we live in an economy where lots of us have contractual obligations that are nominally denominated. That’s my cable bill, it’s my cell phone bill, and it’s my mortgage, and it’s probably your mortgage too. Fortunately for me, my nominal income isn’t below its pre-crisis trend growth path. But America’s collective income is. So if our nominal income is below where we expected it would be when we signed the contracts, people are going to be unable to pay bills. That means, among other things, serious housing problems even in jurisdictions that never suffered from noteworthy construction booms.

Calculated Risk:

Leonhardt writes:

When we last listed the price-to-rent ratios in major metropolitan areas, Seattle’s was near the top of the list. Only in the Bay Area of Northern California and in Honolulu were house prices higher, relative to rents.

A sky-high price-to-rent ratio is perhaps the single best sign that an area is in a housing bubble. Real-estate agents, homeowners and even home buyers can tell a lot of stories to justify the bubble — stories about central cities or good school districts being immune to bubbles — but eventually people will realize that renting is a much better deal and more will do so.

There is no such thing as a market price that cannot fall.

I agree completely with that last sentence – no place is immune.

Price-to-rent is a great indicator, but some areas have high price-to-rent ratios because of the mix of housing units (rentals units are not perfect substitutes for buying). I prefer tracking price-to-rent over time for a particular city (as opposed to comparing cities), but a high price-to-rent ratio is definitely a warning flag.

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Filed under Economics, The Crisis

“Palin” Is Grizzlie For “Mondale”

Andy Barr and Jonathan Martin at Politico:

It was nothing more than a two-minute self-promotional spot, a campaign-style production that any candidate with a little cash and a capable consultant could splice together, yet Sarah Palin’s newly-released video managed to drive cable news television chatter and blazed across the blogosphere Thursday.

It was a remarkable display of force—and one that almost no one else in American political life can replicate.

The spot, scored with upbeat music designed to underscore Palin’s message of conservative female empowerment and the idea of a grassroots awakening, may not be enough to rehabilitate her polarizing profile in time for a 2012 presidential bid.

But the effect reinforced the notion that she remains perhaps the most electric force in the Republican Party, and suggested she is taking steps to professionalize her approach and solidify her role as the conservative movement’s most prized endorser and fundraiser.

Sarah Palin’s political action committee, Sarah PAC, has produced its first web video of the season, called “Mama Grizzlies.” As a rule, this column does not generally notice web videos, but this one is special. It’s … well, an advertisement, if you will, for brand Sarah, and the variant of brand Sarah that’s gaining currency in the Tea Party heartlands, her fiercely independent, common-sense conservative, not-gonna-let-the-government-win Mama Grizzlies. It’s a movement now. The video features Palin and women, and signs about Palin and women (Moms Against Mandates) and is set against the narration from a speech Palin gave in Washington last month.

Palin’s preoration is about November, 2010, but it is hard to read this video as anything but a test of a much larger potential operation. Incidentally, for those who wonder about whether Palin is actually laying the groundwork for a 2012 run, like Mitt Romney or Tim Pawlenty, the answer is: it’s hard to tell. She’s not recruiting fundraisers, so far as we know … she’s not signing up field activists in Iowa … she’s definitely building a list, and she’s definitely making strategic endorsement choices in some key states, and she’s showing up with regularity in South Carolina and Nevada …

David Frum at FrumForum:

Here’s Sarah Palin’s new ad. Lots of images of the former governor speaking to adoring crowds, meeting admirers, encountering women and children.

But here’s the remarkable thing. Republicans normally work hard to ensure that their ads feature non-white faces, to present an image of welcome and inclusion.

[…]

In Palin’s ad — not one. Now listen carefully to the audio, which twice warns of a “fundamental transformation of America,” twice emphasizes a threat to children and grandchildren from malign unnamed forces.

I think she’s talking about healthcare. I hope so. But she never does say so.

UPDATE: I stand corrected by Twitter follower SJ Duffield: an Indian-American woman is visible in background at 45 seconds.

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–>Daniel Larison:

We have good reason to expect that the 2012 Republican field will be large and support will once again be fairly evenly divided. This might give Palin a better chance than she would have otherwise, but many of her likely rivals are going to be going after the same voters who view Palin favorably. For that matter, she is not favorably viewed by all Republicans. That leaves a huge opening for a more credible, electable candidate to pull together some fraction of conservatives together with the primary anti-Palin vote. As it is, she has just 66% favorability with self-identified Tea Party supporters, and she is supposed to be one of their political heroes. If she can’t even consolidate all of the Tea Party’s approximately 18% of the vote, why does anyone think she can win at least a third of the vote in primaries that she will need to get the nomination?

If she did somehow pull it off, Democrats would spend most of the summer and fall of 2012 rubbing their eyes in disbelief at their good fortune. Even in a fairly polarized national electorate where McCain/Palin could manage to get 47% of the vote in the midst of a financial meltdown at the tail end of the second term of one of the three most unpopular postwar Presidents, a ticket headed by Palin would be hard-pressed to break 40%. Palin as the nominee would probably make 2012 the most lopsided election victory for the incumbent President since 1984.

Steve Kornacki at Salon, pivoting off Larison:

But the example of ’84 is worth looking a little closer at, because it shows how Palin — or a candidate as potentially disastrous as her — could theoretically manage to win the Republican nomination.

In hindsight, nominating Walter Mondale was political suicide for the Democrats. He had been the loyal vice-president in the administration that voters had drummed out of office just four years earlier in a 44-state landslide. And with his decades in Washington and subservience to his party’s labor union base, he personified the governing culture that the Reagan “revolution” sought to overthrow.

By making Mondale their standard-bearer, Democrats handed Reagan’s media team the opponent of their dreams. With Mondale, the brutal last line of the famous “Morning in America” ad literally wrote itself: “Why would we ever want to go back to where we were less than four short years ago?” In the end, only a slim 3,000-vote victory in his home state of Minnesota spared Mondale the indignity of losing all 50 states.

To understand why Democrats ever picked Mondale, you have to understand where the party — and where the country — was in 1982 and 1983, when the nation’s verdict on Reagan and his policies was far less positive. In those days, with unemployment surging over 10 percent and the president’s popularity slipping to sub-Carter levels, Democrats mistakenly assumed that the ’80 election had been a mirage. The electorate, they figured, had acted in haste and was rapidly returning to its senses. The results of the 1982 midterms, when Republicans (who had begun the cycle with claims that they’d win back the House) lost 26 House seats, only encouraged this thinking. To these Democrats, putting up Mondale made all the sense in the world.

Of course, there were voices in the Democratic Party calling for reform — the “Atari Democrats” of the early ’80s (Gary Hart, Bill Bradley, Paul Tsongas and so on). But in the wake of the ’82 midterms, they were a minority voice in the party. Hart ended up running for president in ’84 and nearly tripped Mondale up. By the summer of ’84, it was clear that Hart would fare better — much better — against Reagan than Mondale. The same polls that had Mondale losing by nearly 20 points showed Hart trailing by single digits. But Mondale had too much establishment weight behind him at that point and held off Hart’s late push at the convention.

The relevance to Palin is obvious: Like Mondale in ’84, she would represent to the general election audience of 2012 just about everything they’d rejected in 2008 (and 2006). In nominating her, Republicans would be saying to the country, “We have learned nothing these last four years. We have changed nothing.” Moreover, today’s GOP calls to mind the Democratic Party of ’82 and ’83: an aggrieved, resurgent base asserting itself after an electoral drubbing, believing with all its might that inevitable midterm blues facing the new president mean more than they actually do.  That is the environment that produced Walter Mondale in 1984. And it’s the environment that could produce a similar debacle for Republicans in 2012.

Larison responds:

Indeed, they have learned nothing during the last four years, and they haven’t really changed much of anything, so Palin would be a good fit with the party’s leaders and activists for that reason, but I remain skeptical that they are really prepared to go down in flames out of little more than pride and spite. I won’t rehearse all of the reasons I have given before why I doubt the GOP would be so self-destructive as to nominate Palin, but there still seem to be too many structural reasons why someone occupying Palin’s political space cannot succeed in a Republican primary contest. The comparison with Mondale is instructive. Palin and Mondale are alike in that they represent the face of the party as it was when it was defeated, but they are quite different in their sources of support. Mondale was the candidate of the party establishment and important interest groups, and Palin has made a point of aligning herself with every possible anti-establishment, insurgent campaign she can find.

While there are some Washington pundits and journalists on the right that continue to take her seriously, she isn’t likely to have the insider support or backing from party leaders. That space is already being filled by Romney, who also enjoys the status of default frontrunner. Despite her positioning as a “populist” insurgent, she seems uninterested in building an organization to challenge better-funded, better-organized rivals, and she is quite unsuited to running as a party reformer brimming with innovative policy ideas. Her positioning as an insurgent puts her at a particular disadvantage in Republican primaries, which tend to favor runners-up and establishment favorites. Because of their overconfidence and their extremely low opinion of Obama, Republicans may end up nominating a Mondale-like candidate in 2012, but I still have a hard time seeing how Palin gets there. In many ways, Romney has a much easier path to the nomination, and he has just reminded everyone why he would be a spectacularly unsuccessful general election candidate.

Jonathan Bernstein on Kornacki:

I agree with Steve Kornacki that Sarah Palin would be a potentially disastrous candidate for the Republicans in 2012.  People really don’t like her, and it’s difficult to see how that turns around; moreover, she gives every indication of being a massively subpar candidate, unable or unwilling to learn enough about public policy to avoid a new series of damaging gaffes.

Kornacki’s jump from there to Walter Mondale in 1984, however, doesn’t really work.  Yes, Mondale got clobbered — but he was clobbered by a popular incumbent president boosted by a strong economy.  Under those circumstances, it didn’t really matter who the Dems ran; when the electorate is happy with the incumbent, there’s not very much the out-party can do about it.  In fact, I happen to have a tab open with a paper by Larry Bartels and John Zaller looking at the effects of economic and other variables on presidential election results, which shows not only that Reagan’s victory was exactly in line with the economic variables, but also that once all the objective variables are tossed in that Reagan actually slightly underperformed (see figures 3 and 4).  Now, one of the variables included in their analysis is ideological extremism, and I don’t know how they coded Mondale; presumably, a more moderate candidate would have done somewhat better.  However, the magnitude is pretty small; in the text, Baretls and Zaller single out Goldwater, McGovern, and Reagan (in 1980) as the three examples of ideologically extreme candidates, and estimate that such extremism costs about three percentage points.  So just on ideological grounds shifting from Mondale to, say, Gary Hart, might have been worth one point or so, maybe.

The rest of it?  Mondale was a perfectly fine candidate, in a year in which Democrats really had no chance.

Kornacki responds to Bernstein:

I don’t disagree that ’84 was a completely unwinnable election for the Democrats and that the reason was the economy and Reagan’s personal popularity. This is the reason I’ve been making so many comparisons between Obama’s ’12 prospects and the Reagan re-election campaign. Obama won’t be able to match Reagan’s 49-state landslide (it’s just not possible for a Democrat now), but if the economy rebounds in the next two years, voters will be eager to reward him — particularly so because of their personal affection for him. Under those conditions, it won’t matter if the GOP nominates Palin, Romney, Huckabee or anyone else: They will lose.

My point in invoking Mondale wasn’t that the Democrats of ’84 blew a chance at victory by nominating him. It was to explain the psychology that encouraged the party to field a candidate destined not just to lose, but to be eviscerated in a humiliating landslide. Remember: Without winning Minnesota, his home state, by a scant 3,761-vote margin, Mondale would have been the first and only major party nominee to lose all 50 states.

Bernstein suggests that Gary Hart, the main alternative to Mondale in the Democratic primaries, wouldn’t really have fared any differently. I disagree. No, Hart wouldn’t have won. And no, Hart wouldn’t have made it a nail-biter. But he would have done better. There are two reasons for this.

One is that Mondale was an unusually objectionable presidential nominee. To the Democratic base, he may have been a “perfectly fine” candidate, but not to swing voters. Mondale’s unfavorable scores with all voters — and with independent voters in particular — were alarmingly high. There were many reasons for this, but the simplest is that he reeked of Washington insiderdom and of the administration that voters had angrily tossed out four years earlier. His intimate and well-publicized ties to organized labor leaders, who had helped deliver him the nomination, didn’t help, either.

When, after a decent debate showing against a very wobbly Reagan, Mondale’s favorable score momentarily outpaced his unfavorable in polling, his campaign considered it a minor miracle.

Yes, as the economy improved in 1983 and 1984, Reagan’s victory became a foregone conclusion. But Mondale made for a ridiculously easy mark for the GOP — the embodiment of everything voters had revolted against in 1980.

Ken Silverstein at Harper’s:

Palin is not going to be the GOP’s next presidential or vice presidential nominee. She’s not going to be the former because she can’t win the nomination; the combined weight of the Tea Party wing and the Love-struck Horndog faction is powerful within the GOP, but not that powerful. She won’t be the latter because she’ll end up being a drag on the ticket, as John McCain discovered to his misfortune last year.

However unqualified she might be for high office, Palin is smart enough to know this. Palin is not even running for high office. She is running to get very, very rich and in that endeavor she will be enormously successful.

John Ellis:

Sarah Palin cranked up her 2012 presidential campaign another notch today, with the release of a campaign video aimed directly at women. The basic math is simple. If she gets half of the female primary voters and caucus attenders to support her, then she standing starts at roughly 25% of the total vote. Throw in a third of the male vote and she’s at roughly 40%. Forty percent wins the Iowa caucuses, handily.

Which then sets up New Hampshire as the place where the not-Sarah candidate emerges. In all likelihood, that will be former Massachusetts Governor Mitt Romney, who finished second in NH in 2008 and who will spend whatever it takes to win there in 2012.

Assuming that the race is then reduced to Palin and Romney, the next critical state primary is South Carolina. At that point, I don’t think the specifics really matter. The fact is that the Republican Party of 2012 is not going to nominate a Mormon as its standard bearer. And the more important fact is that the base of the Republican Party doesn’t just favor Sarah Palin, they love her. She is their standard bearer. And they will not — this time around — be denied.

As the Republican avalanche of 2010 builds — and I saw a poll the other day of a Democratic-leaning state Senate district on Long Island where the “right track” (8%)/”wrong direction” (83%) was unlike anything I had ever seen — Palin has smartly positioned herself as the champion of the conservative counter-revolution. By December, she will almost certainly be the de facto front-runner for the GOP presidential nomination.

By the time the Establishment GOP wakes up to this reality, it may be too late for them to do anything about it. Their view of Palin is that she’s useful to the party because she can help keep “the Tea Party types inside the tent.” And maybe she can serve coffee while she’s at it. Palin’s view is that (1) “the Tea Party types” are the party, (2) she is their standard bearer and (3) anyone who thinks “the Tea Party types” are there to lick envelopes and knock on doors should think again. They’re there, she asserts, to take back their party and to take back their country.

“She’s too stupid” is what the Establishment GOP really thinks about Sarah Palin. “Good-looking,” but a “ditz.” This is unfertile ground, since Palin can turn the argument on a dime and say: “They drive the country into bankruptcy, they underwrite Fannie and Freddie, they bail out Goldman Sachs, they fight wars they don’t want to win, they say enforcing the immigration laws is silly and they call me stupid! I’ll give you a choice: you can have their smarts or my stupidity, which one do you want?” A large number of GOP presidential primary voters will take Palin’s “stupidity” in a heartbeat.

Larison responds to Ellis:

Ellis links Palin’s fortunes to the midterm results just enough that his confident prediction of Palin’s future front-runner status depends to some extent on how much of a Republican “avalanche” there really ends up being. Let’s grant for the sake of argument that Palin has positioned herself as “the champion of the conservative counter-revolution.” What becomes of the so-called champion if the “counter-revolution” underperforms, falls short or otherwise does not live up to the hype? Barring a takeover of one or both houses of Congress, the midterm results will appear to be a fairly typical loss for the presidential party without much obvious significance. Given the ongoing unemployment woes, probable Republican gains of 25-30 seats will not seem all that extraordinary. Rejectionism on its own will come to be seen as insufficient, and the only reason to nominate Palin is to express unadulterated, unprincipled anti-Obama rejectionism.

Rather crucially, Ellis fails to consider the impact Huckabee could have if he chose to run again. Instead of Iowa serving as Palin’s springboard, Huckabee would suck up all of her oxygen in the caucuses, and he would continue to pull away evangelical and socially conservative voters all across the South. If Ellis is right that the GOP will not nominate a Mormon, which is a huge assumption, it isn’t obvious that Palin would be the beneficiary of Romney’s weakness. For his part, Huckabee seems appealing and congenial even to those who don’t care much for his politics, while Palin’s style grates on the nerves of everyone who doesn’t love her. He actually has vastly more credibility as a leader on social issues then she does, and he has mountains of executive experience in comparison to hers. Palin can’t outflank him by making small-town, working-class or religious appeals, because he matches her or has her beat when it comes to cultural symbolism and pseudo-populism, too.

For that matter, there are only so many evangelicals and social conservative voters to go around, and with the introduction of one or two more real contenders, such as Mitch Daniels and Tim Pawlenty, this vote will be so divided that it could allow a Romney or someone like him to slip through. If the rules changes the RNC is contemplating prolong the process and make more primary contests relevant in determining the nomination, that will make it harder for someone like Palin or Huckabee to compete over the long haul in larger, more ideologically diverse primary electorates all across the country. While the prolonged process will prevent challengers from being wiped out early on, it could end up benefiting Romney by making religious and ideological opposition to his nomination less powerful.

P.S. It’s also telling for Palin’s actual chances that Ellis’ post is really just a roundabout way to justify a presidential campaign by Jeb Bush. Ellis probably doesn’t think Palin has a realistic chance of winning the nomination, but he evidently does want to use the fear of an improbable Palin nomination to get Republicans behind the preposterous idea of continuing the Bush presidential dynasty.

Kenneth Vogel at Politico:

A new financial report filed Sunday evening showed Sarah Palin’s political action committee has taken its fundraising to a higher level – and suggests that she has begun building a more sophisticated political operation in place of a bare-bones organization powered mostly by her rock star status and scrappy on-line presence.

The report, filed with the Federal Election Commission, shows that Palin’s political action committee raised more money in the second quarter of this year – $866,000 – than it had in any previous three-month stretch since Palin formed the group in January 2009.

The committee, SarahPAC, also spent nearly twice as much – $742,000 – as it had in any previous quarter, the lion’s share of which went to the type of list-building and fundraising (including its first major direct-mail campaign) that typically undergird top-tier political committees. It also reported its biggest-ever round of donations to candidates – $87,500 – and its highest outlays for travel costs, including $17,000 on private jet fare to crisscross the country for high-profile political speaking gigs, and speechwriting. It also showed continued payments for that speechwriting as well as foreign and domestic policy consulting, and its first ever payments to a scheduler.

Sarah Palin’s PAC disclosure release has occasioned a new round of “Will she or won’t she?”  If we take the dictum that one’s judgment is more easily interrogated than one’s motivation, we’re left with a simple answer: she’s seriously thinking about running for president. That’s because she’s said she’s seriously thinking about running for president. From there, we can ask a better question: given what Palin has been doing, are her preparations for a 2012 race likely to serve her well? Or are they likely to hurt her chances?

What Palin Has Been Doing

1. She’s been building the foundation for an online, grassroots-oriented national campaign. Her team won’t disclose the size of her Sarah PAC list, but it’s probably quite robust, even if it is padded by the mere curious. Her primary means of communication is via Facebook and Twitter, ways of bypassing the media filter, of course, but also of directly communicating with the cohort of Republican activists she’ll need to execute the type of campaign she’s creating.

2. She’s been traveling and meeting many, many Republicans across many states. This is obvious; she gives speeches, she shakes hands. But many, many more potential voters have some personal connection with her now than they did at the end of the 2008 campaign.

3. She’s brand-testing. The “Mama Grizzlies” web video is all about putting Palin’s stamp on an idea: that conservative women are fired up and ready to go and are the main force multipliers of the Tea Party movement. Palin will need to use her gender to attract women to the cause of declaring independence from the old GOP patriarchy in much the same way that Hillary Clinton sold her ability to be the first viable woman presidential candidate. And then there are the audiences she chooses to speak to — NRA conventions, pro-life conventions, bowling conventions, beer and wholesaler associations — which begin to fill in a picture of what a Palin cloth-coat coalition might look like.

4. She’s keeping her distance from Republicans in power.

5. She’s made strategic endorsements in Iowa, South Carolina, Nevada, and California.

What Palin Hasn’t Been Doing

1. She hasn’t been recruiting fundraisers, or staff members, or activists. Her inner circle could fit in a Federation runabout. A successful presidential candidate needs fundraisers, staffers, and activists. Then again, Barack Obama had almost no one manning his presidential aspirations at this point in 2006 even as his opponents prepared conventional campaigns. While Mitt Romney makes strategic endorsements in every state and Tim Pawlenty has created PACs to help candidates in Iowa and New Hampshire, Palin is not establishing the relationships she would need to establish in order to build political campaigns in these early states. That means that she might be attempting a different type of campaign, or that she has been given bad advice, or that she won’t run at all.

2. She hasn’t been extending her brand. Republicans believe that Palin lacks the substantive chops to be president. This is not a creation of the lamestream media, even though the media’s 2008 coverage may have amplified those doubts. Palin’s friends who regularly Tweet about her doings seem to dismiss these complaints (that she isn’t smart enough, isn’t ready, isn’t developing policy chops) as stupid and uninformed. That said, given that independents’ central issue with Obama will be his failure to fix the economy, it is significant that other Republican presidential aspirants are preparing to run on competence — and Palin is not.

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