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As
we search for "the" driver of financial markets, we look at all kinds of things.
We pore over government statistics, company financial statements, and analyst
research, trying to find that one nugget that will give us a glimpse of the
future. Today, though, we're going to turn to literature. Because it's in Solzhenitsyn's
vision of Mother Russia that we find an almost chillingly accurate roadmap
of how Russia is likely to reemerge onto the global stage. When President Bush
famously looked into Putin's eyes and saw his soul, what he saw - whether he
knew it or not - was Solzhenitsyn's depiction of a true Russian leader.
Read this obituary essay from my friend George Friedman over at Stratfor.
George puts Solzhenitsyn in historical context, using his life and writings
to illustrate not just the evolution of the Russian/Soviet/Russian system but
also the Western perception of Russia and what it says about future relations.
It's uncannily ironic that Solzhenitsyn died just days before Russia forcefully
punctuated its geopolitical prominence in going to war with Georgia. You can
almost imagine Solzhenitsyn shrugging and asking, "What did you expect?" Over
the Labor Day weekend, Russian President Medvedev used a press interview to
lay out five points that will define Russian foreign policy going forward.
Allow me to translate (loosely) from the Russian: "We're back."
You need to know where the West's relationship with Russia is heading. It's
going to hit everything from energy prices to commodity markets to trade patterns.
And nobody will do a better job of telling you where we're headed than Stratfor.
When the war broke out, George's team was hours ahead of all the US media with
situational awareness and analysis of what it meant. I strongly encourage you
to click
here for a special offer they make available to my readers. Included in
this special offer is the latest in George's series of geopolitical monographs,
on the Geopolitics of Russia. George is putting the final touches on it now,
and I can assure you, this is something you simply don't want to miss.
John Mauldin, Editor
Outside the Box

Solzhenitsyn and the Struggle for Russia's Soul
By George Friedman
There are many people who write history. There are very few who make history
through their writings. Alexander Solzhenitsyn, who died this week at the age
of 89, was one of them. In many ways, Solzhenitsyn laid the intellectual foundations
for the fall of Soviet communism. That is well known. But Solzhenitsyn also
laid the intellectual foundation for the Russia
that is now emerging. That is less well known, and in some ways more important.
Solzhenitsyn's role in the Soviet Union was simple. His writings, and in particular
his book "One Day in the Life of Ivan Denisovich," laid bare the nature of
the Soviet regime. The book described a day in the life of a prisoner in a
Soviet concentration camp, where the guilty and innocent alike were sent to
have their lives squeezed out of them in endless and hopeless labor. It was
a topic Solzhenitsyn knew well, having been a prisoner in such a camp following
service in World War II.
The book was published in the Soviet Union during the reign of Nikita Khrushchev.
Khrushchev had turned on his patron, Joseph Stalin, after taking control of
the Communist Party apparatus following Stalin's death. In a famous secret
speech delivered to the leadership of the Communist Party of the Soviet Union,
Khrushchev denounced Stalin for his murderous ways. Allowing Solzhenitsyn's
book to be published suited Khrushchev. Khrushchev wanted to detail Stalin's
crimes graphically, and Solzhenitsyn's portrayal of life in a labor camp served
his purposes.
It also served a dramatic purpose in the West when it was translated and distributed
there. Ever since its founding, the Soviet Union had been mythologized. This
was particularly true among Western intellectuals, who had been taken by not
only the romance of socialism, but also by the image of intellectuals staging
a revolution. Vladimir Lenin, after all, had been the author of works such
as "Materialism and Empirio-Criticism." The vision of intellectuals as revolutionaries
gripped many European and American intellectuals.
These intellectuals had missed not only that the Soviet Union was a social
catastrophe, but that, far from being ruled by intellectuals, it was being
ruled by thugs. For an extraordinarily long time, in spite of ample testimony
by emigres from the Soviet regime, Western intellectuals simply denied this
reality. When Western intellectuals wrote that they had "seen the future and
it worked," they were writing at a time when the Soviet terror was already
well under way. They simply couldn't see it.
One of the most important things about "One Day in the Life of Ivan Denisovich" was
not only that it was so powerful, but that it had been released under the aegis
of the Soviet state, meaning it could not simply be ignored. Solzhenitsyn was
critical in breaking the intellectual and moral logjam among intellectuals
in the West. You had to be extraordinarily dense or dishonest to continue denying
the obvious, which was that the state that Lenin and Stalin had created was
a moral monstrosity.
Khrushchev's intentions were not Solzhenitsyn's. Khrushchev wanted to demonstrate
the evils of Stalinism while demonstrating that the regime could reform itself
and, more important, that communism was not invalidated by Stalin's crimes.
Solzhenitsyn, on the other hand, held the view that the labor camps were not
incidental to communism, but at its heart. He argued in his "Gulag Archipelago" that
the systemic exploitation of labor was essential to the regime not only because
it provided a pool of free labor, but because it imposed a systematic terror
on those not in the gulag that stabilized the regime. His most telling point
was that while Khrushchev had condemned Stalin, he did not dismantle the gulag;
the gulag remained in operation until the end.
Though Solzhenitsyn served the regime's purposes in the 1960s, his usefulness
had waned by the 1970s. By then, Solzhenitsyn was properly perceived by the
Soviet regime as a threat. In the West, he was seen as a hero by all parties.
Conservatives saw him as an enemy of communism. Liberals saw him as a champion
of human rights. Each invented Solzhenitsyn in their own image. He was given
the Nobel Prize for Literature, which immunized him against arrest and certified
him as a great writer. Instead of arresting him, the Soviets expelled him,
sending him into exile in the United States.
When he reached Vermont, the reality of who Solzhenitsyn was slowly sank in.
Conservatives realized that while he certainly was an enemy of communism and
despised Western liberals who made apologies for the Soviets, he also despised
Western capitalism just as much. Liberals realized that Solzhenitsyn hated
Soviet oppression, but that he also despised their obsession with individual
rights, such as the right to unlimited free expression. Solzhenitsyn was nothing
like anyone had thought, and he went from being the heroic intellectual to
a tiresome crank in no time. Solzhenitsyn attacked the idea that the alternative
to communism had to be secular, individualist humanism. He had a much different
alternative in mind.
Solzhenitsyn saw the basic problem that humanity faced as being rooted in
the French Enlightenment and modern science. Both identify the world with nature,
and nature with matter. If humans are part of nature, they themselves are material.
If humans are material, then what is the realm of God and of spirit? And if
there is no room for God and spirituality, then what keeps humans from sinking
into bestiality? For Solzhenitsyn, Stalin was impossible without Lenin's praise
of materialism, and Lenin was impossible without the Enlightenment.
From Solzhenitsyn's point of view, Western capitalism and liberalism are in
their own way as horrible as Stalinism. Adam Smith saw man as primarily pursuing
economic ends. Economic man seeks to maximize his wealth. Solzhenitsyn tried
to make the case that this is the most pointless life conceivable. He was not
objecting to either property or wealth, but to the idea that the pursuit of
wealth is the primary purpose of a human being, and that the purpose of society
is to free humans to this end.
Solzhenitsyn made the case -- hardly unique to him -- that the pursuit of
wealth as an end in itself left humans empty shells. He once noted Blaise Pascal's
aphorism that humans are so endlessly busy so that they can forget that they
are going to die -- the point being that we all die, and that how we die is
determined by how we live. For Solzhenitsyn, the American pursuit of economic
well being was a disease destroying the Western soul.
He viewed freedom of expression in the same way. For Americans, the right
to express oneself transcends the content of the expression. That you speak
matters more than what you say. To Solzhenitsyn, the same principle that turned
humans into obsessive pursuers of wealth turned them into vapid purveyors of
shallow ideas. Materialism led to individualism, and individualism led to a
culture devoid of spirit. The freedom of the West, according to Solzhenitsyn,
produced a horrifying culture of intellectual self-indulgence, licentiousness
and spiritual poverty. In a contemporary context, the hedge fund coupled with
The Daily Show constituted the bankruptcy of the West.
To have been present when he once addressed a Harvard commencement! On the
one side, Harvard Law and Business School graduates -- the embodiment of economic
man. On the other side, the School of Arts and Sciences, the embodiment of
free expression. Both greeted their heroic resister, only to have him reveal
himself to be religious, patriotic and totally contemptuous of the Vatican
of self-esteem, Harvard.
Solzhenitsyn had no real home in the United States, and with the fall
of the Soviets, he could return to Russia -- where he witnessed what
was undoubtedly the ultimate nightmare for him: thugs not only running the
country, but running it as if they were Americans. Now, Russians were pursuing
wealth as an end in itself and pleasure as a natural right. In all of this,
Solzhenitsyn had not changed at all.
Solzhenitsyn believed there was an authentic
Russia that would emerge from this disaster. It would be a Russia that
first and foremost celebrated the motherland, a Russia that accepted and
enjoyed its uniqueness. This Russia would take its bearings from no one else.
At the heart of this Russia would be the Russian Orthodox Church, with not
only its spirituality, but its traditions, rituals and art.
The state's mission would be to defend the motherland, create the conditions
for cultural renaissance, and -- not unimportantly -- assure a decent economic
life for its citizens. Russia would be built on two pillars: the
state and the
church. It was within this context that Russians would make a living. The
goal would not be to create the wealthiest state in the world, nor radical
equality. Nor would it be a place where anyone could say whatever they wanted,
not because they would be arrested necessarily, but because they would be socially
ostracized for saying certain things.
Most important, it would be a state not ruled by the market, but a market
ruled by a state. Economic strength was not trivial to Solzhenitsyn,
either for individuals or for societies, but it was never to be an end in
itself and must always be tempered by other considerations. As for foreigners, Russia
must always guard itself, as any nation must, against foreigners seeking
its wealth or wanting to invade. Solzhenitsyn wrote a book called "August
1914," in which he argues that the czarist regime had failed the nation by
not being prepared for war.
Think now of the Russia that Prime Minister Vladimir Putin and President Dmitri
Medvedev are shaping. The Russian
Orthodox Church is undergoing a massive resurgence, the market
is submitting to the state, free
expression is being tempered and so on. We doubt Putin was reading Solzhenitsyn
when reshaping Russia. But we do believe that Solzhenitsyn had an understanding
of Russia that towered over most of his contemporaries. And we believe that
the traditional Russia that Solzhenitsyn celebrated is emerging, more from
its own force than by political decisions.
Solzhenitsyn served Western purposes when he undermined the Soviet state.
But that was not his purpose. His purpose was to destroy the Soviet state so
that his vision of Russia could re-emerge. When his interests and the West's
coincided, he won the Nobel Prize. When they diverged, he became a joke. But
Solzhenitsyn never really cared what Americans or the French thought of him
and his ideas. He wasn't speaking to them and had no interest or hope of remaking
them. Solzhenitsyn was totally alien to American culture. He was speaking to
Russia and the vision he had was a resurrection of Mother
Russia, if not with the czar, then certainly with the church and state.
That did not mean liberalism; Mother Russia was dramatically oppressive. But
it was neither a country of mass murder nor of vulgar materialism.
It must also be remembered that when Solzhenitsyn spoke of Russia, he meant
imperial Russia at its height, and imperial Russia's borders at its height
looked more like the Soviet Union than they looked like Russia today. "August
1914" is a book that addresses geopolitics. Russian greatness did not have
to express itself via empire, but logically it should -- something to which
Solzhenitsyn would not have objected.
Solzhenitsyn could not teach Americans, whose intellectual genes were incompatible
with his. But it is hard to think of anyone who spoke to the Russian soul as
deeply as he did. He first ripped Russia apart with his indictment. He was
later ignored by a Russia out of control under former President Boris Yeltsin.
But today's Russia is very slowly moving in the direction that Solzhenitsyn
wanted. And that could make Russia extraordinarily powerful. Imagine a Soviet
Union not ruled by thugs and incompetents. Imagine Russia ruled by people resembling
Solzhenitsyn's vision of a decent man.
Solzhenitsyn was far more prophetic about the future of the Soviet Union than
almost all of the Ph.D.s in Russian studies. Entertain the possibility that
the rest of Solzhenitsyn's vision will come to pass. It is an idea that ought
to cause the world to be very thoughtful.
Your attempting-to-decipher-the-riddle-wrapped-in-a-mystery-inside-an-enigma
analyst,
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