Bulwark Takes
Bulwark Takes
February 2, 2026

America's New Defense Strategy is Nonsense | Shield of the Republic

Quick Read

This episode dissects the US's 'unserious' National Defense Strategy, Trump's 'tacoing' on Greenland, and the implications of China's military purge and potential action against Iran, highlighting a world increasingly defined by disorder and US fatigue.
The US National Defense Strategy is dismissed as 'unserious' and 'historically ignorant,' prioritizing domestic politics over global realities.
The President 'tacoed' on the Greenland acquisition due to market pressure, Republican dissent, military concerns, and European resistance.
China's purge of a top military leader, General Jeang Yusha, signals internal instability and opaque intentions regarding Taiwan.

Summary

The hosts critically examine the recently released US National Defense Strategy, labeling it as an unserious, self-aggrandizing document that prioritizes the homeland and hemisphere to the exclusion of other global challenges. They discuss the President's 'tacoing' (backing down) on the Greenland acquisition threat, attributing it to market reactions, Republican pushback, military advice, and European economic leverage. The conversation also covers the significant purge within China's Central Military Commission, specifically the firing of General Jeang Yusha, and its opaque implications for Xi Jinping's power and potential actions regarding Taiwan. Finally, the episode delves into the US military buildup in the Middle East, analyzing the dilemma of potential kinetic action against Iran, the risks involved, and the administration's 'remote-controlled imperialism' approach.
The US National Defense Strategy, as presented, signals a profound shift towards isolationism and a lack of serious engagement with global threats, potentially undermining alliances and emboldening adversaries. The President's erratic foreign policy, exemplified by the Greenland incident, erodes trust with key allies like Denmark and reinforces the perception of US unreliability. Internal purges within China's military leadership introduce significant uncertainty into global power dynamics, especially concerning Taiwan. The looming decision on Iran carries high risks of escalation, with no guarantee of achieving desired outcomes, further destabilizing an already volatile region and highlighting the fatigue of the US in maintaining global order.

Takeaways

  • The US National Defense Strategy is deemed 'unserious' and 'clownish,' focusing excessively on the President and the homeland/hemisphere.
  • The President's retreat from threatening Greenland was influenced by adverse stock market reactions, Republican pushback, military advice, and potential European economic retaliation.
  • The firing of General Jeang Yusha, a senior Chinese military figure, is a significant, opaque event with potential implications for Taiwan and Xi Jinping's control.
  • A substantial US military buildup in the Middle East presents a dilemma for potential action against Iran, with high risks and uncertain outcomes.
  • US fatigue in maintaining global order is leading to an unraveling of stability in various parts of the world, including the Middle East and potentially between India and Pakistan.

Insights

1The US National Defense Strategy is an Unserious, Politicized Document

The recently released National Defense Strategy (NDS) is not a serious strategic document. It was rolled out without fanfare, mentions the President 47 times in a 'Saddamike reverence,' and prioritizes the homeland and hemisphere almost to the exclusion of other global concerns. It offers only a 'ritual bow' to the Indo-Pacific, is 'soft on China,' and lacks specific numbers, choices, or resource allocations, making it profoundly unserious and historically ignorant.

The document was 'shoved over the transom' at midnight on a Friday with no public rollout. It mentions Trump 47 times (-, -). It prioritizes the homeland and hemisphere, with only 'crucial but limited US assistance' for European and Middle Eastern allies (-). It is 'very soft on China' and lacks discussion of programs or resources (-).

2President's 'Tacoing' on Greenland Reveals Limits of Authoritarianism

The President's retreat from his threat to acquire Greenland, termed a 'taco' (backing down), was a significant moment. This reversal was likely driven by a combination of factors: an adverse stock market reaction, pushback from Republicans, advice from the US military about the difficulty and cost of such an operation, and the threat of economic retaliation from European allies, particularly the Danes.

The market took a hit (-). Republicans pushed back (-). The US military likely presented a plan detailing the significant forces required (82nd Airborne, 1st Marine Division) and potential casualties against formidable Danish fighters (-). European economic retaliation was 'in the cards' (-).

3China's Military Purge Signals Opaque Internal Instability and Potential Implications for Taiwan

The firing of General Jeang Yusha, the senior vice chairman of China's Central Military Commission and the last combat veteran in the top leadership, is a very significant and opaque event. While the official reason cited 'activities counter to the principle of party control,' speculation points to potential disagreements over military strategy, possibly concerning Taiwan, or Xi Jinping's paranoia and consolidation of power ahead of an unprecedented fourth term.

Jeang Yusha was the senior member of the Central Military Commission (-) and the last combat veteran (from the 1979 Vietnam war) in the Chinese military leadership (-). The formal reason for his removal was 'activities counter to the principle of party control' (-). Speculation links it to Taiwan, where Xi has ordered readiness by 2027 (-), or Xi's domestic power consolidation (-).

4US Military Buildup in Middle East Poses High-Risk Dilemma for Iran Action

The substantial US military concentration in the Middle East, including a carrier, submarines, destroyers, F-18 Growlers, and F-15 Strike Eagles, creates a high-stakes dilemma for the President regarding potential kinetic action against Iran. While some advisors advocate action to uphold credibility, others caution against the unpredictable risks of regime change, especially given Iran's demonstrated bloody-mindedness and the lack of guarantees for a quick resolution.

The US sent a carrier (Lincoln), submarines, missile destroyers, F-18 Growlers (for suppressing air defenses), and F-15 Strike Eagles (-). Some in the administration, including the Vice President, argue against 'tacoing' again to maintain credibility (-). Others suggest Iran is weak, with its proxy network damaged by Israel (-). However, no one can guarantee regime fall from a military strike, and the regime has shown willingness to kill 30,000+ people (-).

Key Concepts

Hemispherism

The hosts describe the President's foreign policy as 'hemispherist,' believing that everything from Honolulu to Nook (Greenland) and the heavens above are US territory. This reflects an old tradition in American foreign policy, channeling a focus on regional dominance.

Risk that Leaves Something to Chance (Thomas Schelling)

In the context of potential military action against Iran, the hosts reference Thomas Schelling's concept of 'risk that leaves something to chance.' This model highlights that once a military operation begins, the outcomes are not fully controllable or predictable, and there's inherent uncertainty about where the situation will lead.

Lessons

  • Recognize that official defense strategies can be highly politicized and may not reflect genuine strategic priorities, requiring critical analysis beyond surface-level claims.
  • Understand that even authoritarian leaders can be constrained by market forces, domestic political pushback, military realities, and international economic leverage.
  • Monitor internal power shifts within opaque regimes like China, as they can have profound and unpredictable impacts on global security and regional stability, particularly concerning flashpoints like Taiwan.
  • Evaluate the risks of military intervention with a clear understanding that initial objectives, like quick regime change, are often unattainable, and actions can lead to prolonged, unpredictable conflicts.

Notable Moments

Discussion of Greg Bevino's 'clownish' and lethal actions in Minneapolis, highlighting the militarization of US police departments.

This segment underscores the domestic consequences of militarized law enforcement and the dangers of deploying federal agents without proper training or accountability in civilian settings, leading to public outrage and political backlash.

The President's lawsuit against the Treasury and IRS for $10 billion, framed as 'looting the treasury' and disrespect for the rule of law.

This illustrates a perceived disregard for institutional norms and the rule of law at the highest levels of government, raising concerns about corruption and the abuse of power.

The Slovak Prime Minister's private comments to European leaders, calling the President 'crazy' after meetings.

This anecdote, coming from a right-wing, MAGA-sympathizing European leader, highlights the profound and widespread concern among international allies about the President's stability and judgment, eroding trust and potentially pushing Europe towards greater autonomy.

The US 'selling out' Kurdish allies in Syria, leading to another instance of betrayal in US-Kurdish relations.

This event further damages US credibility with allies and partners who fight alongside American forces, reinforcing a pattern of abandonment that can deter future cooperation and destabilize regional alliances.

Quotes

"

"He dominated Davos the way that an actor who pours 50 gallons of kerosene on the stage and then lights it dominates the stage play."

Elliot Cohen
"

"It is not a serious strategy document. No, very far from it."

Eric Edelman
"

"If strategies about ends, ways, and means, uh, this is a document that's, you know, all about ends, and there's almost nothing about ways and means, and not not even that good on that."

Eric Edelman

Q&A

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