Read this to not be surprised

A few challenges today to the accepted wisdom:

1. Iran and its allies will not necessarily attack Israel with missiles and drones.
2. Whatever they do may not come soon.
3. The prisoner exchange with Russia was a good thing, but it will have bad consequences.
4. The American election outcome isn’t as uncertain as the current polling suggests.

The impending Iranian attack may not be what you think

I have no inside information, but I won’t be surprised if Iran chooses something other than an air raid to attack Israel. While such a raid could do a lot of damage if it gets past Israeli defenses, it would not be a mirror image of the Israeli attack that killed Ismail Haniyeh. It would also likely cause a lot of civilian casualties, including among the 18% of Israel’s population that is Muslim.

The Iranians may instead try to kill a Israeli high-ranking target. Assassinating a negotiator or general in Jerusalem would create real fear among Israelis. But it would not give much reason for the US to join in a strike against Iran, which is what Prime Minister Netanyahu wants.

In the meanwhile, the Iranians are enjoying the massive and expensive deployment of American assets as well as the mobilization strain on the Israelis. Without striking, Tehran is forcing its enemies to run up their bills and exhaust their soldiers and sailors. The longer Iran waits, the higher the costs.

Exchanging prisoners creates a moral hazard

The exchange of prisoners last week between Russia and various Western states has to be counted a good thing. It freed a lot of innocent people.

But it also freed some dreadful criminals, including a Russian assassin. That will have the unfortunate effect of encouraging President Putin to take more hostages that he can exchange for still more Russian miscreants. I’ve been to Moscow three times (1974, 1994, and 2014), so twice when it was the capital of the Soviet Union. I would not go again now. While the risk to any individual American might be small, Putin’s Russia is more likely to arbitrarily arrest Americans than the Soviets.

Russia isn’t the only country I would hesitate to visit these days. China also poses much greater risks than in the past. Iran specializes in incarcerating mainly Iranian Americans. Saudi Arabia, Turkey, Yemen, Afghanistan, Egypt, and Mozambique also hold Americans for less than good reasons. Something like 40 Americans are still unjustly held abroad, despite significant successes.

It goes without saying that Americans traveling abroad should take care to follow the local laws. But even if you do, there is an increasing likelihood of unjust detention. I wouldn’t visit Russia, China, or Iran today without some guarantees, which would not be easy to get. I even hesitate to go to Serbia, which I visited more than a few times during the Milosevic regime. But President Vucic is a student of President Putin. And Vucic knows who I am and what I write.

Harris is winning

The past two weeks have exhibited a remarkable outpouring of pro-Harris sentiment in the American electorate. She is beating Trump in national polls, and has drawn even in battleground states. The horse race isn’t over until November, but if she can keep rising in the polls, Trump is done.

I expect Harris to own this month. She will pick a good vice presidential candidate, likely today. All six candidates are far more experienced and more moderate than J.D. Vance, Trump’s big mistake. The Democratic Convention August 19-22 in Chicago will display a unified and mobilized party determined to win, even if the risk of unruly pro-Palestinian demonstrations is real.

A lot depends on whether the economy is landing hard or soft from the COVID-19 recovery. But I am still hoping the Fed will get it somewhere near right, despite yesterday’s big stock market retreat.

The outcome of an American election is happily unpredictable. But Harris can win. I’ll do my best to try to make that come true. I’m inclined to relocate to Atlanta, where I have a house down the street from my older son’s family, for much of October. I’ll volunteer to get the vote out and ensure proper election administration. I vote in DC, not Georgia, but more than 90% of DC will vote for Harris. Georgia is one of the battlegrounds. That’s where I would like to be.