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Notes -
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I feel we end up talking in circles discussing casualty estimates that are wide apart, but I'm always interested in the pro Russia (Ukraine skeptic? How would you define it?) side.
Based on the above, would you suggest Putin should sign up to Trump's deal?
Sounds like everything is going all to plan for him based on your assessment, NATO support totally failed to help Ukraine and so annoying the US doesn't move the needle on the conflict, and the Ukrainian army is basically gone based on the estimate above if true: why accept a deal today (even if you're going to break it soon) if you'll win tomorrow?
Of course, Putin could be not really serious about the negotiations and is just running the clock/trying to drive a wedge between the US and Ukraine (which is my opinion too). But based on the pro Russia narrative, the USA doesn't have the power at this point to do much to Russia? US stocks of relevant systems are depleted or earmarked for a fight against China, sanctions aren't working, and past shipments of kit did little. Is that about right?
What would you suggest to Putin? Hold out till you can roll all of Ukraine and dictate terms? What should they be? One poster a few weeks ago suggested annexing everything Ukrainian east of Poland as a demonstration of Russian power, do you think that's the most credible outcome based on the fact that Ukraine is on the ropes in your assessment?
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I actually do think that a million Russian dead is clearly too high for the same reason that half a million dead Ukrainians is too high: we would see the evidence everywhere in both economies if that were true. For example, this interview with Russia's former deputy energy minister was a year ago but seems credible where he pushes back on Russia taking a million people out of the economy not being likely at that point https://frontelligence.substack.com/p/war-deficits-and-the-russian-economy . No disagreement there, where we differ as I understand is that I would guess Ukraine is taking 1 casualty for every 2 Russians (which could be an issue, given the 1:3 pop ratio), and you assume it's actually something like 10:1 in favor of Russia? For example, I think this is fairly credible https://frontelligence.substack.com/p/desertions-and-loss-ratios-trends, which was in spring this year, and estimated that Ukraine was trading at 1:1.8, which in itself is not enough to be a central theory of victory for the same reason, they need Russia to run out of money or will or something else before men at that rate if Russia can keep recruiting. Not sure what @Dean 's opinion is, I do not want to put words into their mouth.
I actually do bet on Polymarket, and have been making good money versus those bullish on Russia by putting bets on "no" across a spread of markets where Russia takes city X by date Y. When I win I roll the original sum over and take the winnings, some I lose when the point eventually falls but I'm $5k up on $5k in just over a year thanks to Russia under performing their expectations. https://polymarket.com/event/will-russia-capture-all-of-pokrovsk-by-september-30?tid=1764080674035 Pokrovsk has been particularly good so far, so close but so far for so long. There isn't a market for casualties exactly because it's kind of impossible to resolve (our problem here), plus possibly Polymarket thinks its too spicy, but I would be very interested if there was one. I might bet.
Thanks though for your thoughts on the war, it is very interesting to hear, we disagree but I would guess fundamentally we're all just observers trying to understand. I find this conflict interesting from a cultural perspective: there are two narrative bubbles that are often a bit surprising, and we will have to see where the chips land in the end. I would personally would be surprised if Russia takes Kharkiv or anything past the Dnieper full stop even if the war runs through 2026, and would bet on Polymarket to that effect, but lets see.
Side note, how do I embed links? I look like my father using emails here.
Embed with [text](link): text.
Nice post, too. I always appreciate it when someone plays the
adult in the roommarket rationalizer on predictions.Thanks a million, that makes a lot of sense.
Speaking of Texas in your tagline and the Ukraine conflict, did you hear that Mary from Texas Oblast may not actually be from Texas? If twitter always showed locations I bet the bot/shill account founders would have used VPNs and they would all be US/European, not showing locations and then suddenly changing it created the perfect storm of hilarity.
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