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DIARY Book 579 October 16 - 26, 1942 - A - Book Page Airplanes Aircraft despatched, weeks ending October 13, 1942, and October 20, 1942 - British Air Commission reports - 10/19/42, 10/24/42 579 79,151 Shipments to British Forces - Hoflich reports - 10/21/42, 10/26/42 97,174 - B - Bank of America See Jeidels, Otto - C - China Extra-territorial rights: State Department considering new treaty: Treasury recommends cancellation of Boxer Indemnity payments - 10/19/42 73 Economic report from Adler - - 10/24/42 153 Correspondence Mrs. Forbush's mail report - - 10/16/42 8 - E - - Economic Stabilization Board See Inflation Exports To Russia, Free China, and selected blocked countries, during 10-day period ending October 10, 1942 - 10/21/42 101 - F - Financing, Government Federal Reserve operations in Government securities - 10/17/42. 10/23/42 38,144 Offering of $2 billion 7/8% Treasury Certificates of Indebtedness, Series D-1943; subscription books open two days to insure widespread participation; no restrictions as to 'basis for subscription: redemption in cash at maturity; no exchange privileges - 10/26/42. 164 a) Closing of books - 10/27/42: See Book 580, page 1 - I - Inflation Economic Stabilization Board: First meeting of - 10/16/42.. 5 Regraded Unclassified - J - Book Page Jeidels, Otto (Lazard Freres partner) Correspondence concerning interview with HMJr - 10/16/42 579 1 (See also Book 582, page 81 - 11/6/42) Conference with HMJr on joining Bank of America - 11/10/42: Book 583, page 93 - L - Lend-Lease Stettinius asks Treasury for a periodical report on ability of certain foreign governments to pay for goods procured in United States - 10/19/42. 74 Silver: Correspondence concerning lend-leasing of Treasury silver to friendly foreign countries for industrial uses essential to war production - 10/19/42 76 Report for week ending October 17, 1942 90 Export procedure - further report of Committee on - 10/21/42 94 U.S.S.R.: Status of Aid Program as of September 30, 1942 - 10/26/42 171 United Kingdom: Federal Reserve Bank of New York statements showing dollar disbursements, weeks ending October 7 and 14, 1942 - 10/16/42, 10/23/42 24,136 - M - Military Reports British operations - 10/16/42, etc 29,40,42,92, 108,130,132, 141,142,160, 162 Pacific Naval Losses - Japanese and United States: Hoflich report - 10/16/42, 10/24/42 30,155 Hoflich summaries - 10/16/42, 10/21/42 35,112 Office of War Information reports - 10/16/42, 10/23/42 37,143 American General Grant Tanks - Hoflich report - 10/22/42 109 Japanese Strategy in Gilbert and Ellice Islands - Hoflich report - 10/21/42 113 "Realism and the Offensive Spirit" - Office of War Information report - 10/21/42 116 "The War This Week, October 15-22, 1942" - Office of Strategic Services report 134 United States Military Strategy - Hoflich report - 10/26/42 192 Morgenthau, Mrs. Henry, Jr. (Elinor Fatman) Government Securities - ownership of: Opinion of Office of General Counsel - 10/20/42 82 Regraded Unclassified - P - Book Page Poland Strasburger, Henryk (Polish Minister of Finance): "Who's Who" in connection with visit to United States - 10/22/42 579 122 Puerto Rico Food situation discussed at Cabinet meeting - 10/22/42. 118 - R - - Revenue Revision Revenue Act of 1942: FDR states at Cabinet he neither understood it nor did he think the Treasury did; because of lack of time, forced to sign without reading - 10/22/42 117 - S - Silver See Lend-Lease Strasburger, Henryk (Polish Minister of Finance) See Poland - T - - Tanks See Military Reports Taxation See Revenue Revision - U - U.S.S.R. See Lend-Lease - V - Vatican Taylor reports at Cabinet meeting Vatican is leaning more and more toward Allies - 10/22/42 117 Regraded Unclassified 1 appoint ment OTTo JEIDELS for 120 BROADWAY NEW YORK CITY note. 10,1942 October 16, 1942 Mrs. H. S. Klotz Private Secretary to Secretary of the Treasury Treasury of the United States Washington, D. C. Dear Mrs. Klotz: Since I wrote to you on October 13, the radio has announced that the Secretary arrived in England. This certainly simplifies the decision to wait with the interview for which I have taken the liberty to ask him directly and through you. However, I would be grateful to you if you would keep it in mind after the Secretary's return, because I feel very strongly that the Secretary would like me to submit to him personally the matter in question. My warmest wishes for a successful journey and a safe return accompany the Secretary. Thanking you again and with kind regards, I am Sincerely yours, OJ:MSC Regraded Unclassified 2 OTTo JEIDELS 120 BROADWAY NEW YORK CITY October 13, 1942 Mrs. H. S. Klotz Private Secretary to the Secretary of the Treasury Treasury of the United States Washington, D. C. Dear Mrs. Klotz: I am much obliged to you for your letter of October 9. It is very kind of you to suggest an early appointment in the absence of the Secretary. The subject on which I took the liberty to write to the Secretary has some implications in which I believe the Secretary will be interested, and I there- fore feel that before making a decision I should wait until the Secretary will be good enough to grant me a personal interview. I am aware of the many urgent calls on matters of much greater importance made on the time of the Secretary, and the least I should do is to wait patiently until he is able to grant me a short visit. Any day and hour will of course be agreeable to me, and I wonder if you would be kind enough to ap- proach the Secretary at an opportune moment. You can reach me by 8. telegram to the above address, or on the telephone at Rector 2-9200. I can always arrange to be in Washington the day after your notification. Please assure the Secretary of my high esteem and best wishes, and accept my reiterated thanks for your kind attention. Sincerely yours, OJ:MSC 3 October 9, 1942. Dear Mr. Year letter of October 2, saying that you would like to talk with the Secretary with 1 a I of I k 1 verir with the Entional Bank eywben, has readhed Me dook while he is may from the In view of Me absence, I - ventering if you would 11km for as to arrange 48 1 any VISA á of : the Under Secretary, is order that you my discuss this mtter without delay. If you will 1st - know what date 10 would be convenient for you to come, I will to glad to pass the word on to Mr. Ball. Sincerely yours, (Signed) H. S. Kiotz liste, of d Private Secretary. Mr. Date Joidels, 120 Breakway, Bev York, New York. KP/dbs 4 OTTo JEIDELS Cetaber 2, 1942 120 BROADWAY NEW YORK CITY Dear his. Secretary, I apologize for addressing this personal letter to you at a time when matters of greatest natio. mal importance are absorbing your full attention more than ever. my excesse for taking this liberty is that it has been proposed to me to escohange my present activity in Invest- meat BanDing for one within the national Bank system and that I feel it to be my duty not to follow this proitation without having pubmitted the case to you as it seems to me to involve a pomethat wider aspect than the purely private me. It would made me happy, particulably in view of my foreign discent, if by assuming such new activity I could do come little pervice to the community; only of this is pos- ible, I feel inclined to enter upon it. may I ask for the great kindness of receiving me for short visit to submit the case 2 I would be extremely grateful and repeat my apologies for tading this F and direct approach. Belicar me to be, his. Secretary, respectfully TREASURY DEPARTMENT Rea : e 1942 OCT 5 AM 8 59 SECRETARY OF TREASURY 301330 5 FOR THE PRESS IMMEDIATE RELEASE OCTOBER 16, 1942 The first meeting of the Economic Stabilization Board vas held this afternoon in the office of James F. Byrnes, Director of Economic Stabilization, Director Byrnes made the following statement to the Board: You are familiar by this time with Executive Order No. 9250, providing for the stabilization of the national economy. The language is plain and needs no interpretation by no. Its reading indicates fully what 18 expected of us. We are 8. part of the machinery which must convert the peace- time economy of the country to & fully-controlled vartime economy, At present ve are half and half. In peace supply and demand is left to work. That requires time. In war the tampo changes. There 18 no time. Every man and woman, dollar and thing, everything must bo utilized for the quick- est winning of the var. The war-making agencies must have what they need, when they need it. At the same time the welfare of those on the home front must be given consideration. Living costa must be kept from spiraling upwards 80 all of us can be free to contribute our utmost to winning the war. Reductions in living standards that the war will impose must be shared equitably by all of the people, without profiteering. If we are to avert & repotition of the collapse that followed the last var, VO must prevent runaway price increases now. Each of you occupies cortain definite spheres of activity in the carrying out of these aims, For example, the Secrotary of Treasury, among other things has responsibility for the sale of gov- ernment securities, the raising of taxes, the siphoning off of excess purchasing power, and, of genorally taking the profits out of war. For the control of salaries, I an looking for suggestions and guid- ence also to the Secretary of Treasury. Labor, wages and working conditions are within the province of the Secretary of Labor and the National War Labor Board. The Price Administrator has control of prices, including rents, rationing, etc. To the Price Administrator, the Secretary of Commerce and the Secretary of Agriculture, principally, I will look for advice on subsidios and related matters. To the Sec- rotary of Agriculture I will look for guidance on the production of farm products and advice as to their prices. At times it will be necessary to invite the chairman of the War Production Board and the War Manpower Commission to meet with us. And to all the members of the Board, I will look for sugges- tions to keep down the cost of living, While ours is an economy based on personal incentive and the profit system, we must at this time give more attention to keeping prices down than keeping profits up. It is my dosire that the Agencies and activities represented shall be increased in importance and not diminished in the least de- groo, It 18 not my intention to undortake any of the activities which lie within the province of your organizations, but rather to bring them together, to sottlo conflicts, to integrate all of the parts into one whole, I shall stop in only where thore are conflicts or whore I think economic stabilization is threatened in any field. As for the reprosentatives of labor, industry and agriculture, we shall look to them to give us in all circumstances their sugges- tions, particularly in the fields in which they have become oxperts and to which they have given their life efforts. I know those gentlemen will present their views not as to what 18 boat for any particular group but as to what is bost for all of the people. Regraded Unclassified - 2 . We shall meet horo overy fortnight. Discussions of inter- est to the nombers of the Board shall not be restricted, but I shall try in advance of meotings to noto those questions on which I will want your advice, In most cases comon counsel should result in common agreement. But ve are at var and wo cannot wait upon the counsel of perfection. We will make mistakes. But in war, inaction 1e the greatost of mistakes. If after an adequate interchange of views, differences still porsist, I shall resolve those differences and promptly communicate to you my decisions, II 1. Lot no horo tell you what I have done to implement the Executive Order of the President. a, I have arranged with the War Labor Board and the Treasury Department to bring all salaries under control. All salaries under $3000 and those salarios up to $5000 which are covered in vago agreements are to be regulated by the War Labor Board. For salarios over $3,000, other than those handled by the War Labor Board as part of vago agreements, the Treasury Depart- nont 1e preparing regulations. b. I have delegated to the Office of Price Adminis- tration the power to intervene in cased involving proposed increases in the rates or charges of utilities. The Of- fice of Price Administration is the agency boat suitod to represent the interests of the consumer in these matters. C. I have approved two regulations of the War Labor Board for exemptions from the wage provisions of the Executive Order. One regulation exempts special nerit and promotion by length of service systems; the second exempts omployers with not more than eight (8) employees. Wago increases granted in such exemptions are not to be considered Justification for increasing arprice ceiling or cost of any Government Contract; or as an argument against any decrease in & price coiling or Government Contract that might otherwise bo thought necessary. 2, In addition to these regulations, I an working with the agencies concerned on regulations to cover these things; Liniting salarios to $25,000 after certain taxes and other permissible doductions. Machinory for handling vage increasos which may affoct price ceilings. This necessitatos close coopera- tion between the War Labor Board and Office of Price Administration. A liaison official has boon appointed by each of these agencios. Machinery for the control of agricultural pricos. This necessitates similar cooperation betwoon the Department of Agriculture and the Offico of Prico Ad- ministration, 3. I have also begun to review the situation with the various agoncios to detormine if there 18 need for additional legislation. One such onission vas discovered in the matter of comercial rents. I have asked Congress to recody this. The House with splendid coopera- tion has passed the Bill and I hopo for prompt action by the Senate. Regraded Unclassified 7 - 3 - 4. I also have asked the different agencies to furnish me with detailed reports on some of the problems that lie ahead. The more important things on which I have requested re- ports are: Compulsory savings and other proposed measures to control excess spending power. Prospects as to future rationing needs. The spacing of Military and Lend-Lease purchasing. Prospective subsidy needs and considerations which should govern or limit the use of subsidies. Wages of farm labor. The effect of the stabilization of wages on man- power problems, particularly on the nigration of workers. If the members of the Board have any information or views on these matters, of course, I will be glad to receive them. I intend to continue this practice of asking for reports on all likely problems that may arise in the future - in advance of the necessity for action. Regraded Unclassified 8 MEMORANDUM FOR THE SECRETARY. October 16, 1942. Mail Report Taxes and Bonds continue to dominate as themes of the letters addressed to the Secretary. Judging by these letters, the public is not too happy about either. Taxes, particularly, have been foremost in the public mind, with the Tax Bill enacted by the Senate meeting the strong disapproval of most corre spondents. One of the most frequent objections to it is that it fails to provide for collections from highly paid itinerant workers, domestics, etc., and penalizes the moderately salaried white-collar em- ployees. Out of 16 letters mentioning higher personal taxes, 3 were favorable, 13 unfavorable. Seven let- ters favored the Ruml Plan, 1 opposed it, and 8 favored the withholding tax, 1 opposing. There were, however, 9 unfavorable comments on the Victory Tax, to each one in favor, and the Sales Tax drew 16 favor- able letters to 5 unfavorable. There were 2 letters each in favor of & savings sales tax and an excess profits tax on individuals. For the third week, every letter mentioning the increase in Social Security taxes has been strongly disapproving -- not one word in favor of it has yet been said. For the first time in several weeks, the idea of compulsory investment in Bonds met little opposition. Those who favored such a measure were twice as numerous as those who disapproved. The form letter, "A Message to the American Farmer", brought in 8. number of per- sonal replies, most of them written on the back of the original letter. These replies touched upon the diffi- culties that farmers are experiencing, and practically Regraded Unclassified 9 - 2 - Memorandum for the Secretary. October 16, 1942. all of them complained of the drafting of men who were the mainstay of the farm, thus curtailing production or forcing the abandonment of that particular farm. Interest in Stamps and Bonds as Christmas gifts continues to increase, while other suggestions touched upon the conversion of dormant bank accounts into Bonds, the elimination of the $5,000 limit on purchases, and 8. number of requests for simpler and more accessible facilities for safekeeping. Two unusual suggestions were that Bonds be issued to businessmen who must wind up their firms as a nest egg to be redeemed at the end of the War; and that & Bond salesman meet incoming ships to sell to those who have accumulated money from sal- aries paid during their absence from the country. An interesting coincidence was the receipt of a letter, dated October 5, abstracted in Bonds Favorable, from the Advertising Agency of the Stromberg-Carlson Manufacturing Company, outlining the supposedly efficient and speedy manner by which Bonds are delivered to em- ployees, and an anonymous letter, dated October 13, from an employee of that Company, complaining of long waits for delivery of Bonds purchased. Thisletter is abstracted under Bonds Unfavorable. Of the 27 complaints of delay in delivering or issuing Bonds, 11 came from employees of some branch of the War Department. There were 5 letters complaining of the nonreceipt of interest. A pleasant comment on the cooperative attitude of the Bond officials is ab- stracted on page 6. There were 9 letters telling of abuses of the privilege of cashing Bonds after 60-days. A number of complaints concerning the inability to secure Tax Anticipation Notes have appeared in the mail this week. Regraded Unclassified 10 - 3 - Memorandum for the Secretary. October 16, 1942. Anti-labor feeling has somewhat subsided, but Government economy is still the theme of many letters, with inflation 8. close second. We received several urgent requests that the Treasury broadcast a denial of the rumor that all bank accounts are to be frozen. Toward the end of the week Economy Stabilization referred to the Treasury 8 letters from corporations requesting permission to increase certain salaries now set at $5,000 8. year. Regraded Unclassified 11 General Comments John J. Phillips, Temple City, Calif. The writer, in common with millions of other citizens, has been buy- ing Bonds and Defense Stamps regularly each month, and glad to make such sacrifice and effort to help our country to victory. But we read from day-to-day in the press where throughout the country at every Government cantonment and defense construction job, that every worker is being compelled to pay some private group of individuals under the name of "Unions" large fees for the privilege of working to help their country; some of these working permit assessments run from $25 to several hundred dollars. Out in Montana, I noted recently where the Carpenters Union is charging every carpenter on a Government project there $50 for a per- mit to work. This dictatorial practice was reprehensible enough in peacetime, and has been going on for years, but now with our country at war, and the help of every person needed, it is a public scandal and a crime against our sons and brothers who are offering their all on the fields of battle. Therefore, this holdup of the public and usurpation of the sacred rights of our citizens to work should be stopped at once, and those guilty of this racketeering practice be compelled to disgorge the mil- lions they have taken from the workers, and the money be turned into the U. S. Treasury, and Bonds and Stamps given those who were compe lled, under threat and compul- sion, to pay these unlawful fees. # Senator Vandenberg transmits letter he has received from Wm. A. Krey, Secretary, Detroit Photo-Engravera Union, which reads in part: # # # Another problem is now confronting our industry. The continued restriction of silver nitrate is proving disastrous to photo-engrav- ing and publishing, essential to the war effort. Release of any minimum amount of the Government's idle hoard would prove adequate for our purpose, and also avert the possibility of " further considerable unemployment of our members. # Regraded Unclassified 12 - 2 - George W. Johnston, Captain, Infantry Commanding, Illinois Reserve Militia, Bloomington, Ill. Enclosed find United States Savings Bond, Series F, issued in the name of Company K (Sixth Regiment) Illinois Reserve Militia, an unincorporated association. It is the expressed desire of all members of the Unit to which this Bond was issued that it be destroyed and the Treasury released from all obligation to pay the same. # # Mrs. Wanda Lewis, N.Y.C. There are 8. few men in our State Department who do not realize that we are fight- ing 8. war against fascism, and not for fascism. For what other reasons could men like Mr. A. A. Berle, Jr. help disrupt our effort to send aid to Russia. * # I am a housewife. Each day as I set out to do the shop- ping for my family, I make a comprehensive list of the items I need. There is nothing fancy in this list be- cause I realize that whatever pennies I can save and turn into Defense Stamps and Bonds is that much more toward helping to win the war. I know that it doesn't seem like much, compared with the tremendous sacrifices the Russian people and Chinese people are making so that we may enjoy a free world after the war, but it gets me very angry when men in our own Government are actually anxious to sabotage aid to our Allies. I hope this will be stopped at once, and that our Allies will be given all the material aid they need. *** G. C. Gasber, Martins Ferry, Ohio. I see by the papers that $6,000,000,000 is needed shortly for the successful conduct of the War, and so I have figured that at an estimated population in the United States of 132,000,000 that each individual is therefore in the red to the Government for approximately $46. In consideration of this fact, I am enclosing Post Office Money Order for $20, which is part payment on my share of the debt. The other $26 will be forthcoming in the next week or ten days. Regraded Unclassified 13 - 3 - Charles A. Yarner, Philadelphia, Pa. Do you get many letters of praise or thanksgiving from the American Public? Oh, how I hear some people say, "The Secretary of the Treasury is asking for more taxes, etc., etc., and now you hear some of those Half Americans grumbling about the new plastic pennies you are going to give us. The writer is an American citizen, age 55, and I have a serious heart ailment called Angina Pectoris, and I was out of work for over 5 years, but I am proud to say that I am now employed by a 100% defense plant, and my son is in the U. S. Army in B. foreign country. # # # I am also proud to report that on last Thursday, October 8, a representative from your office presented the Smith Drum Company of Philadelphia with 8. Flag, in recognition of 100% cooperation with our Government in buying War Bonds. # the # When I hear or read that you are going to speak over the radio, I am sure to tune in, for I think that your job must be one of the hardest in the entire Cabinet. Now Mr. Secretary, our country is in urgent need of copper, so much so that although you knew that you would get complaints and criticism from many angles, and from many Soreheads, you felt and knew the circumstances better than we do, you are going to put out plastic pennies. Therefore, would it not be possible for you to ask the American Public to start a penny campaign? Ask each American to help fill Uncle Sam's high hat with copper pennies. Suppose each one of our people contributed 10 pennies - the price of only one War Stamp - our Government would receive thirteen million dollars. # # # Mrs. Joseph Fels, Hotel Peter Stuyvesant, N.Y.C. The putting out of "There Were Giants in the Land" was an excellent piece of work. I congratulate you heartily on it. There must be many to love it and profit by it. It should be advertised more and more, so as to get even wider distribution of it. Regraded Unclassified 14 - 4 - Favorable Comments on Bonds Walter Stewart, Paris, Ill. Your message to the American farmer received. In regard to buying Bonds, I have purchased six $25 Bonds the first six months of 1942. On account of my health, I have to hire all my work done on the farm. # $ I hired 8. man to husk corn. He worked three days, cribbed 303 bushels of corn. Today he worked nine and one-half hours, husked 107 bushels - was paying him 80¢ per bushel. That made him $8.56 for his day's work. He said he was not going to work for that kind of wages, and wanted his pay, which I gave him, and he quit. * # * I wouldl ike to be able to buy Bonds, but 8. farmer cannot pay these prices, and have much surplus cash to put into Bonds. If I was able to do the work, of course I could save enough in labor to buy a Bond every 21 days. Do you suppose the fellow that was making $8.00 B. day is buying Bonds? The answer is NO. I could give you several examples along the same lines in this locality, but will not bother you with them. But you can rest assured, all my surplus will be put into Bonds. E. L. Gaines, Associate Engineer, The City of Seattle. The following story, wholly true, and involving two of our neighbors, whose names I can supply, should be given to the country. Please take care that not even the name of our city be given out, lest we offend our dear friends. " * # Near the edge of our city in a little cottage, bare of many modern comforts, but scrupulously neat and clean - and their own - lives an elderly couple, AMERICANS, though of foreign birth. * # # He carefully tends their little garden, which provides them with much of their supplies, and she works frugally and skillfully to maintain their scanty wardrobe, for their income from which their sustenance must come is but $15 per month. *** A sweet-faced lady of their circle of friends told me this story today. "Mr. E. a short time ago sent word to me to come up to their home. I knew it was important or he would not have sent for me, so I put aside my work Regraded Unclassified 15 - 5 - and went. The old folks seemed much disturbed. 'We got this letter from Uncle Sammie', said Mr. E. 'He wants us to buy some more Bonds. He must need the money very badly for the War, or he would not have asked us. But we just don't see how we can. What shall we do?' I knew of their slender $15 per month. I replied, 'We will put this letter in the stove, for I know that if Uncle Sam knew how small was your income, he would not have asked you to buy. But you said more Bonds. Surely you have not bought already?' A moment of quiet while the old couple did not look up or speak. Then this from the dear old lady, 'Yes, we talked it over and decided we would be buried very plain.' A part of their savings had been given to "Uncle Sammie". They love their country. Mrs. M. D. Metcalfe, Sioux Falls, S.D. During the last war, Kladderadasch (Berlin) had a cartoon of which I have a copy in my war scrap-book, of a Japanese war ship with many flying Japanese flags sinking an American ship whose Flag is just going under the waves -- the caption is, "Germany warns us, some day the sun will rise over thestars". (This was printed in 1915.) I thought maybe reprints of this cartoon would sell more Bonds. If you are interested, I may be able to have a. copy made in Sioux Falls, but you may be interested in seeing the war book, as there is quite a good deal about Turkey, when your father was American Ambassador there. Thomas P. McMahon, Director of Public Relations, McCann- Erickson, Inc., Advertising, N.Y.C. I understand from news reports that you are curtailing inquiring into methods to speed delivery of War Bonds purchased under payroll deduction, and it occurred to me that you might therefore be interested in how one war plant, that of the Stromberg-Carlson Tel. Manufacturing Company of Rochester, solved this problem. Bond sales were lagging because deliveries were lagging as much as three or four weeks. After a number of compromise adjustments, Regraded Unclassified 16 - 6 - both labor and m anagement decided that Bond purchases and their delivery were 80 important a factor in em- ployee morale that a thorough-going-over change in system had to be made. The company, therefore, has made an arrangement with a local bank, whereby the Bonds are prepaid by the company. The moment payroll deductions reach the purchase price of the Bond, the list of Bond purchasers is supplied to the bank, the Bonds are forwarded to the plant, and delivered to the workers. Thus, the payroll deductions are made on Friday, and by Monday morning Bonds are available. We have noted that employees' reactions to Bond purchases are much more satisfactory since the institution of this system. Bronson Morgan, Jasper, Texas. # * # Your program is serving a two-fold purpose; first, the sale of War Bonds; second, it is keeping alive the patriotism of a free people, which I think is of equal importance. Your program also contributes much in keeping up the morale which is constantly being disturbed by conflicting re- ports of our free press and radio. # # # A pleasant note from Mrs. A. P. Clark, Jr., Fort Sam Houston, Texas, in re Bond conversion. "This is to acknowledge your letter of September 29, giving me permission to turn in my husband's Bonds with my Power of Attorney. The fact that you were able to do this for me has made it possible for me to settle my family comfortably and securely until such time as this war is over and my husband returns. Needless to say, I am deeply grateful for your assistance; and it is a source of great comfort to me to know that those who are in a position to help, can understand the position and unusual needs of those of us who must take care of ourselves and our children while our husbands are doing a bigger and harder job. And those men can do 8. far better job when they know that their wives can go to the top in time of need and get sympathy and assistance. I thank you for myself, my children, and my husband, who will probably know nothing of this for some time to come; but he will be as deeply appreciative when he does know." Regraded Unclassified 17 - 7 - Unfavorable Comments on Bonds C. B. Weidman, Credit Manager, Philadelphia Terminals Auction Co., Philadelphia, Pa. * We are enclosing & copy of a letter received from the Treasury Depart- ment. We were astounded to think that the Post Office Department, or any Department of the U. S. Government, would pass the buck in this manner. It is 8. distinct slap in the face to those of us in the trade who have worked so hard to raise money for Uncle Sam. # # (The following quotation is taken from the letter which Mr. Weidman enclosed.) * * The Post Office Depart- ment has written to us stating that their facilities for issuing Bonds in large quantities is very limited and suggests that if convenient to you, you make arrange- ments to purchase Bonds in the future through the Federal Reserve Bank located at 10th and Chestnut. W. Christian, Acme Foundry Company, Detroit, Michigan. On September 10, I issued a check to the Commonwealth Bank of Detroit in the amount of $1,215.36 to purchase $1,200, Series A, Tax Anticipation Notes. Up-to-date I have not been able to secure delivery of the Bonds, and understand that they have been superseded by B. new series of A Bond, payable in 1945. It would seem to me that Bonds should be advertised only when delivery can be made in a reasonable time. I have received since, 8. number of announcements of new Treasury issues, but have paid no attention to them, inasmuch as it is probable that no delivery could be made for some time. Stanley Metalitz, Washington, D.C. # Some delay in issuing Bonds is to be expected, I suppose. But isn't four months excessive? As far as I know, this condition exists only in the War Department, where I work. For example, my wife works in another agency. She began several weeks after I did, but with about the same pay deduction. She has already received her first $50 Bond. This is obviously discriminatory. I am willing and eager Regraded Unclassified 18 - 8 - to put more than 10% of my salary into Bonds. But, with Bonds so easy to get at once through banks, department stores, even newsboys, as well as 8. repre- sentative right in my office, I decline to risk using the manifestly inefficient, slow, and untrustworthy pay deduction plan as it operates in this Department. Stanley Meduski, Meats, Groceries, Fruits, Vegetables, Florida, New York. As an American citizen, I make this appeal. You and your office are doing 8 great job in raising money to pay the expenses of this war by sell- ing War Bonds, but do they have time to contact all people? No, they cannot leave their business and sell War Bonds, cause most of them say their business comes first, all over this country -- I know from daily expe- rience by contacting the people in my Market. All they care is what can I grab for my dollar, or what the Government will take from us next. This goes on daily by your American people. The least our Government can do is make them buy War Bonds, and the only way to sell those people that are against our Government order is by contacting them, and they should be contacted by a uniformed man. My ambition is to promote the sale of War Bonds. This I could do 24 hours each day, and to further the sale of Bonds I have promoted shows, amateur nights, etc., to raise money for first aid units, for Red Cross, for ambulance funds, and now I have promoted a sale of War Bonds in my market and sold to farmers $25 and $50 Bonds to the amount of $3,850, just by having a War Bond day. This is not boasting, I will lay everything to one side and work for my Government, and do everything in my power to help my Government to win this War. Virginia V. Vedder, Draftsman's Division, U.S. Patent Office, Richmond, Va. I have been strongly advised to write you personally in regard to two War Bonds pur- chased by me through the Richmond Army Recruiting and Induction Station while employed there by the War Depart- ment. I have written to the Chief of Finance, Defense Bond Division, New Armory Building, where application Regraded Unclassified 19 - 9 - was made, but can get no response. Quite 8. number of us entered into the payroll agreement to purchase 8. Bond a month. We were told it would take from 30 to 60 days to get delivery on them. It now has been 130 days for the first one, and 100 days for the other, - - AND WE CAN'T GET ANY ANSWERS TO OUR QUESTIONS ABOUT THEM! You can understand how much more satisfactory it would have been for us to go somewhere and buy them and HAVE them, but the Army wanted it handled through payroll. # We just can't believe that this is the way the Government wants the Bonds sold. We don't even know when our in- terest begins, or anything about them. My Bond buying at the Patent Office, where I am now employed, is a different matter - we get our Bonds just as soon as they are paid for. Claudius 0. Johnson, The State College of Washington, Pullman, Washington. A few days ago the leading busi- ness organization of this town told its members not to buy any Bonds for the present. Why not? Because we are going to have a "shindig" in town next week. The Standard Oil Company of California is sending 8. fancy truck to town. There is to be & big parade and Bonds are to be sold then. Does not this sort of thing (which I am sure goes on in thousands of other towns) show the inadequacy and insincerity of the promotion scheme for voluntary Bond buying? I am doing all I can, however, to cooperate with local Bond sales, and I have been asked to make the principle address and shall do my best for you. But I, with a growing number of my fellow citizens, am convinced that the voluntary Bond buying plan is wholly inadequate. It doesn't sell enough Bonds, and it doesn't sell the Bonds to the right people. May I be BO impertinent, Mr. Secretary, as to suggest once more that we tackle this Bond buying proposition in a real- istic way and without any further delay. Compulsory Bond buying is the only answer, as I see it, and the people should be buying at least $2,000,000,000 worth 8. month. Mrs. I. J. Ives, Hazen, Ark. (On reverse of form letter to farmers, re Bond buying.) I'm telling y ou why I can't buy another Bond. My son is being drafted November 15, and this is what he is having to do. Dispose of 1,000 Regraded Unclassified 20 - 10 - bushels of rice; equally large quantities of soy beans, oats, hay, cotton, and lespedesa; a herd of dairy and beef cattle; hogs and poultry at a. sacrifice; store his machinery; and put a 900-acre farm out of produc- tion next year. I am 67 years of age and can't live here alone, so I am buying a railroad fare to far into the North to live with 8. sister. * * We have neigh- bors who only raise one or two bales of cotton, and are exempted because they are farmers. If the local board could have a salary so they could go out and see who is producing and who is not, they could make a bet- ter decision, and send the ones who are not producing much to the Army. # # I know the President can't go out and see all the farmers, but he could have some one do it. "Stromberg Carlson Company", Rochester, N.Y. I am writing this letter in regard to our Bonds. We wait as long as three and four months for our Bonds, and then when we get them, they are dated around the week before we re- ceive them. They are paid for a couple of months before we receive them, then they are not dated when they are paid for. Is the company we work for using our m oney for something else-when we get our Bonds paid for, we expect to get them the next week, as other companies do. This concern is "Stromberg Carlson Co.", and although they are having lots of waste material, which can be avoided, the waste is not necessary on such materials as silver, platinum, gold and copper. If you can do anything about this, I wish you would, and thanks 8. million. Regraded Unclassified 21 - 11 - Favorable Comments on Taxation Lt. Col. J. L. Perkins, U.S.M.C., San Diego, Calif. I am delighted with the new income tax Bill. However, there is one recommendation I wish to make in connec- tion with its enforcement. Appropriate steps should be taken to insure that the hundreds of thousands of defense workers on the 1942 payrolls be required to pay their proper tax on these present incomes, which arehigher than they ever received before. Many of the civilian employees receive as much pay as I do, and 8. great many receive more! My tax for this year will be $600, which I must pay, as the Income Tax Division has 8. record of me. But they have no record at all of the countless thousands receiving high wages, and who have never filed an income tax return. For the sake of convenience to all, and to insure that none escape, I further recommend that the tax be taken out at the source for all persons carried on payrolls, and paid by check. Otherwise, the Government will lose the greater part of it. George W. Spayth, Typewriter strategist No. 144, Editor, The Spayth Weeklies, Dunellen, N.J., encloses an article entitled, "Let's Put Up and Shut Up", and writes as follows: What this country needs is a tax plan that cannot be consistently opposed by the guy waving a Flag as he cheers the other fellow in uniform. Maybe if you will read the enclosed editorial carefully, you might agree that here it is. E. Foster Webb, Park Hotel, Plainfield, N.J. *** Any one not willing to pay a reasonable percent on sal- ary earned, does not belong here, and I don't mean on a minimum of $500, $600 or $700, but a percent on every dollar earned. I think this is the least we can do. Make it stiff! If we are beaten, what good will any amount of money earned be to us, we had better be dead. Every cent that I can possibly spare will be invested in Defense Stamps and that won't be too much. You are doing a proud job -- more power to you! Regraded Unclassified 22 - 12 - Campbell Holton, (Wholesale Groceries), Bloomington, Illinois. There seems to be a rolling tide, all over the country, in favor of the 10% Retail Sales Tax, with no exceptions whatever. This will be a little sacri- fice, of course, but it is a sacrifice the people are waiting to give to the war effort, and to take care of this seven billion dollars you are short, for your estimate. We feel sure that your influence would count more than any other man in the United States, in bring- ing this about. Mary Elizabeth Osborn, Department of English, Hood College, Frederick, Maryland. As I try to under- stand the present tax proposals, it seems to me that I should plan to pay in March, 1942, an income tax amounting to about 20% of my salary. Ever since I be- gan teaching, nearly 20 years ago, I have been putting as much money as I could spare (it now amounts to 20% of my salary) into annuity retirement insurance in the hope that it would provide security for my old age. In recent years, it has become necessary for me to contri- bute another 20% of my salary toward the support of my father and mother. This leaves me 40% of my salary to live on, and since my salary is $2,000, this 40% amounts to $800 a year. I have no reserve to draw on. In order to cooperate in any savings plan which is to be superimposed on my present one, or in order to pay taxes much heavier than those now contemplated, I shall have to abandon my retirement insurance, inasmuch as that is the only place where curtailment of my expenses is now possible. If the Government wishes this particular sacrifice of me for the War effort, I am willing to make it; only I want to be told about it plainly, in so many words, and as long in advance as possible. If someone in your Department can be found who will take the time to answer my letter in plain, simple, unofficial language, I shall be grateful. I am writing as a private individual, not officially as a member of a college faculty. Regraded Unclassified 23 - 13 - Unfavorable Comments on Taxation Josephine A. Dawson, Columbus, Ohio. I, along with countless others in this community, will appreciate a public statement from you as to why it is necessary to increase the Social Security payroll deductions as of January 1, 1942, in view of the extremely heavy war taxes being cast upon us. If, as we have always been told by our Government, these payroll deductions are used "for old age benefits", is it not true that at the present rate of deduction, there is ample funds to carry the fund -- even funds in excess of those necessary for current demands? George B. Hill, Los Angeles, Calif. As an investor, I have noticed with appreciation several moves of your Department to decrease red-tape-for-its-own-sake, but what is the sense of the 1941 revision of Form 1,000, Bond coupon ownership certificate? Why harass bondholders with a request for the date of issue of their Bonds, which has not heretofore been asked for, serves no obvi- ous purpose, and requires the bondholder to do 8. job of research for each issue of Bonds that he holds? # # Edwin Ellett Gano, Public Accountant, Elizabeth, N.J. In addition to being a continual subscriber to War Bonds, I am now, together with all C.P.A.'s requested to in- terest clients in the issues of Tax Bonds, which I am doing gladly, and to date, have seen one client buy $25, 000, and will continue to buy more each month, and, while all this is going on, I am at B. loss to understand why something is not done to collect amounts due from tax evasion cases, and especially one that has been in the Department ready to collect for 22 months, represent- ing well over $100,000. What Government employee is being paid 8. salary to allow such matters to drag along in this manner? I refer especially to the case VS. N. Marcalus, and Marcalus Manufacturing Company, and when I have tried to get information on the matter, I received nothing but evasions of the poorest sort, that would not be tolerated in any business enterprise, and surely are nothing to inspire confidence in the Treasury Department. * # * Regraded Unclassified 24 TREASURY OFFICE OF SUGNAMANT Catober 16. 1942 COMPENHIAL Received this date from the Federal Receive Bank of New York, for the confidential informa- time of the Secretary of the Treasury, compile- ties for the week quâvă October 7. 1942, showing dollar disbursements on) of the British Expire and French assounts at the Federal Reserve Bank of New York and the means w which these expenditures wase financed. (Init.) B.M.A. imo:9/27/42 Regraded Unclassified 25 C o P Y FEDERAL reserve BANK OF NEW YORK October 15, 1942 CONFIDENTIAL Dear Mr. Secretary: Attention: Mr. H. D. White I am enclosing our compilation for the week ended October 7. 1942, showing dollar disbursements out of the British Empire and French accounts at this bank and the means by which these expenditures were financed. Faithfully yours, /s/ L. W. Knoke L.W. Knoke, Vice President. The Honorable Henry Morgenthau, Jr., Secretary of the Treasury, Washington, D. C. Enclosure Copy: ime: 10/27/42 Regraded Unclassified APALYSIS OF BRITZED AND ACCOUNTS (In Millions of Dollars October 7.1912 BARK OF ENGLI ID (BRITISE DOVERNMENT) OF DEBITS CREDITS DEBITS CREDITS Proceeds of Gor't Sales of Net Incr. Total Expendi- Other (+) or Cov't Total Securities Other Decr.(-) Total Expend:- Other Total of Onld Other PERIOD Debits tures(a) Debite Credite Gold IT, Credita(s)t in Balance Debite terms (d) Debits Credits Sales Credita in Balance First year of war (8/29/39-8/28/40)* 1,793.2 605.6 1,187.6 1,828,2 1,356.1 52.0 420.1 + 35.0 866.3(e) (16.6(e) 449.7 1,095.3(a) 900.2 195.1(e) +229.0 War period through December, 1940 2,792.3 1,425.6 1,356.7 2,793.1 2,109.5 108.0 575.6 + 10.8 878.3 421.04 456.9 1,098.4 900.2 198.2 +220.1 Second year of war (8/29/40-8/27/41)-0 2,203.0 1,792.2 410.8 2,189.8 1,193.7 274.0 722.1 - 13.2 38.9 4.8 M.I 8.8 - £ 30,1 1941 Aug. 28- Oct. 1 140.9 105.9 35.0 176.2 20.1 2.0 154.1 35.3 0.3 - 0.3 0.5 - 0.5 - 0,2 Oct. 2 - Oct. 29 109.0 77.3 31.7 150.9 0,8 - 150.1 + 41.9 0.3 - 0.3 0.3 - 0,3 - Oct. 30 - Dec. 3 156,1 111.6 44.5 134.6 - 1.0 133.6 - 21.5 16.1 - 16.1 0.6 - 0.4 Dec. 4- Dec. 31 69.6 - 15.7 88.4 18.8 51.5 - - 51.5 - 36.9 0.8 - 0,8 0.4 - 0.4 - 0.4 1942 Jana 1 - Jan, 28 102,3 73.2 29.1 69.3 - 0.5 68,8 - 33.0 0.2 - 0.2 0.4 - 0.6 + 0,2 Jane 29 - Feb. 25 87.2 63.8 23.4 57.2 - 1.0 56.2 - 30.0 - . - 0.3 - 0.3 . 0.3 Feb. 26 Apr. 1 121.4 86.4 35.0 171.4 - - 171.4 + 50.0 0.1 - 0.1 0.6 - 6.1 04.2 33.9 0.5 70.1 - 27.5 as # 0.3 ADT. 2- ---- 29 70.6 - 0.2 - 0.2 0.4 - 0.6 . 0,2 Apr. 30 - - June 3. 2040 81.4 22,6 165.7 - - 165.7 + 61.7 - - - C.3 - 0.3 + 0.3 June 4- JULY 1 10.0 72.6 17.3: 113.6 - 0.5 113.1 + 23,7 - - - C.3 4 0.3 - 0.3 July 2- July 20 66.1 45.9 20.2 84.4 - - 84.4 +18.3 0.1 - 0.1 0.3 - 0.3 + 0.2 July 30- Sept. 2 72.2 52.9 19.3 116.1 0.9 - 115.2 + 43.9 0.4 - 0.4 0.4 - 0.4 E Sept. 3 Sept.30 50.1 37.1 19.0 81.6 - 0.5 81.1 +25.5 10.1 - 10.1 0.4 - 0.4 - 9.7 WEEK ENDED: Sept. 16 12.5 4.3 8.2 22.6 - - 22.6 + 10.1 - - - 0.1 I 0.1 + 0.1 23 11.8 2.2 4.6 11.1 - . 11.1 - 0.7 - - - 0.1 - 0.1 + 0.1 30 12.3 2.9 444 21.0 - - 21.0 + 8.7 10.1 - 10.1 0.1 - 0.1 - 10.0 Oct. 2 21.6 15.3(d) 6.3 14.6 - - 14.6(f 7.0 I - - 0.1 - 0.1 + 0.1 Average Weekly Expenditures Since Outbreak of Ner Transfers from British Purchasing Commission to France (through June 19, 1940) $19.6 million Bank of Canada for French Account England (through June 19, 1940) 27.6 million Week ended October 7, 1942 - million England (since June 19, 1940) 34.5 million Cumulation from July 6, 1940 162.7 million *For monthly breakdown see tabulations prior to April 23, 1941. **For monthly breakdown 660 tabulations prior to October B, 1941. (See attached sheet for other footnotes) (a) Includes payments for account of British Purchasing Commission, British Air Ministry, British Supply Board, Malatry of Supply Timber Control,and Ministry of Shipping. (b) Satimated figures based on transfers from the New York Agency of the Bank of Montreal, which apparently represent the proceeds of official British sales of American securities, including those effected through direct negotiation. In addition to the official selling, substantial liquidation of securities for private British account occurred, particularly during the early months of the war, although the receipt of the proceeds at this Bank cannot be identified with any socuracy. According to data supplied by the British Treasury and released by Secretary Morgenthau, total official and private British liquidation of our securities through December, 1940 amounted to $334 million, (c) Includes about $85 million received during October, 1939 from the accounts of British authorised banks with New York banks, presumbly reflecting the requisitioning of private dollar balances, Other large transfers from such accounts since October, 1939 apparently represent the acquisition of proceeds of exports from the sterling area and other currently accruing dollar receipts. (d) Includes payments for secount of French Air Commission and French Purchasing Commission. (o) Adjusted to climinate the effect of $20 million paid out on June 26, 1940 and returned the following day. (f) Includes $12.2 million deposited by the British Ministry of Supply. (g) Includes payment of $8.0 million to Packard Motor Car Co. presumably on old contracts. Regraded Unclassified AMALYSIS OF CANADIAN AND AUSTRALIAN (In Millions of Dollars) Week Ended October 2. 1942 Confidential BANK OF CAMADA (and Canadian Government) COMMONWEALTH BANK OF AUSTRALIA (and Australian Government) DEBITS CREDITS DEBITS CREDITS Transfers Transfers from Official Transfers 3 Proceeds British A/C Net Incr. to Proceeds Net Incr. Official of (+) or Official of (+) or Total British Other Total Gold For Own For French Other Decr. (-) Total British Other Total Gold Other Decr. (a) PERIOD Debite A/C Debite Credits Sales A/C A/C Credits in Balance Debits A/C Debits Credits Sales Credits in Balance First year of war (8/29/39-8/28/40)* 323.0 16.6 306.4 504.7 412.7 20.9 38.7 32.4 +181.7 31.2 3.9 27.3 36.1 30.0 6,1 + War pariod through December, 1940 477.2 16.6 460.6 707.4 534.8 20.9 110.7 41.0 *230.2 57.9 14.5 7°C7 62.4 50.1 12.3 + 4.5 Second year of war (8/29/40-8/27/41)** 460.4 - 460.4 462.0 246.2 3.4 123,9 88.5 + 1.6 72.2 16.7 55.5 81.2 62,9 18.3 - 9.0 Auto 28 - Oct, 1 23.1 - 23.1 52.2 21,2 - - 31,0 + 29.1 10.7 0.5 10,2 2,8 2,1 0,7 - 7-9 1941 Oct. 2 - Oct, 29 37.4 . 37.4 19.7 11.9 . - 7.8 - 17.7 8,2 5,5 2,7 8,0 529 2,1 + 0,2 acts 30 - Dec. 1 52.8 0.1 52,7 32,5 19,3 - - 13,2 - 20.3 10.3 6.9 3.4 11,6 9.0 2,6 + 1,3 Dec. 4- Dec. n 47.7 - 47.7 22,2 17.3 - - 4.9 - 25,5 3,9 1,8 2,1 2,8 0,2 2.6 - 1.1 1942 dan. 1- Jan. 28 39.5 - 39.5 33.0 27.0 . - 6.0 - 6.5 4.5 - 4.5 10,8 - 10,8 + 6.3 Jan. 29 Feb, 25 34.1 - 36.1 35.7 12.4 - - 23.3 . 1,6 8,4 5.3 3,1 1.6 - 1,6 - 6,8 Feb. 26 Apr. 1 46.5 - 66.5 99.3 20.5 7.7 - 71d * 52.8 7.8 1.3 6,5 3.6 - 3.6 - 4.2 for, 2 - лог. 29 37.6 1 37.4 35.9 14.2 I I 21.7 - 1.5 10.9 8.0 2.9 16.8 - 16,8 + 5.9 ARC. 30- June 31 54.2 - 54.2 47.9 15.7 - - 32.2 - 6.3 13,2 9.5 3.7 16.6 - 14.6 . 16 June 4- July 1 47.2 1 47.2 72.9 14.7 - - 58.2 + 25.7 2,5 0.5 2,0 3.0 - 3.0 - 0.5 July 2 - July 29 40.8 - 10.8 37.7 9.0 - - 28.7 - 3.1 19,1 15.0 4.1 19.5 - 19.5 + o July 30 - Sept. 2 05.1 0.2 64.9 77.3 15.4 - M 61.9 + 12.2 7.7 3.1 4.0 17.1 1 17.1 + 9.2 Sept. 3- Sept. 30 46.3 - 46.3 53.6 13.2 - - 40.4 + 7.3 28.0 20.5 7.5 18.1 - 18.1 - 9.9 - Sept. 16 13.7 13.7 10.9 2.2 - - 8.7 - 2.8 - 0.5 I 0.5 0.5 - 0.5 - 23 9.3 9.3 9.8 3.6 - 1 6.2 + 0.5 0.7 - 0.7 0.5 - 0.5 - OA2 E 17.0 17.0 20.0 4.6 - - 30 15.4 + 3.0 13.0 10.5 I 2.5 14.5 - 16.5 + 1.5 Oct. 7 8.2(a) 8.2 11.0(a) 3.0 - - 8.0(b) +2.8 0,6 I 1 0.6 1.9(d) - 1.9(c) + 1.3 hally of Total Debits Since Outbreak of Mar For monthly breakdeen see tabulations 20 prior to April 23, 1941. Through October 7. 1942 8.3 million - For monthly breakdown see tabulations prior to October 8, 19/3. (a) Does not reflect U. S. Treasury bill transactions. (b) Includes $2.9 million representing proceeds of U. S. Government checks deposited by to War be Supplies, Lto (c) Includes $1.0 million credited to Australia for account of Treasurer of the U. S. applied against U. S. currency and Treasury checks negotiated by the Regraded Unclassified 29 NOT TO BE RE-TRANSMITTED COPY NO. 13 BRITISH MOST SECRET U.S. SECRET OPTEL No. 357 Information received up to 7 A.M., 16th October, 1942. 1. NAVAL Repeated U-boat attacks on E. homeward bound convoy from SAYABA during the night 14th/15th were driven off. One of H.M. submarines reports having torpedoed a large tanker off North East SARDINIA. Another of H.M. submarines has sunk two ships off NAPLES. 2. MILITARY MADAGASCAR. By 13th evening our troops had captured the remaining French positions north of AMBOSITRA. The following morning our leading elemento occupied the town. The situation is quiet. 3. AIR OPERATIONS WESTERN FRONT. 15th. 23 Bootons with strong fighter protection bombed the docks at HAVRE and claim to have hit one ship. Four Mosquitos made FL Low level attack on an engineering and diosel engine works at ONGELO. Many bursts were saen on the objective. One Mosquito bombed the docks at DEN HELDER. Two trawlers and an E-boat were damaged by Hurricane bombers at a small port in North BRITTANY. One Spitfire is missing. 15th/16th. 289 aircraft were sent to attack COLOGNE. 18 bombers are missing and one crashed. LIBYA. 14th. 3 U.S. Fortresses bombed TOBRUK and obtained hits or near misses on shipping. MALTA. 14th/15th. 24 enemy aircraft approached the Island, one WELG thot down. 15th. 110 Spitfire sorties were l'lown agninst 251 by the enemy. In wo out of four attacks escorted bomb carrying Messerschmidts were usod. No terial damage was caused. 14 enemy aircraft were destroyed, 4 probily destroyed 13 damaged. Four Spitfires aro missing, 3 pilots safe. MEDITERRANEAN. 14th. Three Beaufighters bombed and machine gunned small ship and one destroyer off HOMS. Results wore unobserved, but two Benu- (hters wore shot down. At night a 7,000 ton enemy ship WELS torpedoed by a Naval trcraft east of HOMS (L). RUSSIA. On the STALINGRAD Front German bombers attacked a Russian troops and supply columns cast of the VOLGA and claim to have sunk a medium sized ship. German dive bonbers supported ground attacks on the road from MAIKOP to TUAPSE. Regraded Unclassified 30 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATEOct.16,1942 TO Secretary Morgenthau Mr. Hoflich FROM Subject: Japanese and United States Pacific Naval Losses 1. U.S. Naval communiques dated October 6 - 15, 1942, reveal the following additional Japanese and U.S. naval losses in the Pacific: a. Japanese (1) Solomons. Sunk - one cruiser, 4 destroyers, one transport; probably sunk - one destroyer; damaged - one battleship, 4 cruisers, 3 transports, 2 cargo ships. (2) Aleutians. Probably sunk - one cargo ship; damaged - one cargo ship. (3) New Guinea. Sunk - one transport; damaged - one destroyer. (4) By U.S. submarine action. Sunk - one cruiser, 2 cargo ships, one tanker, one trawler; probably sunk - one cargo ship; damaged - 2 tankers. b. United States: Solomons. Sunk - 3 cruisers (Aug. 8 - 9, 1942), one destroyer. 2. Losses announced in U.S. Naval communiques since Pearl Harbor total: a. Japanese: 171 vessels sunk, 33 probably sunk, 143 damaged. b. United States: 50 vessels lost, 12 damaged. Regraded Unclassified - 2 - 31 Table I Total Japanese Vessels Sunk and Damaged to October 15, 1942 Combatant Vessels Probably Type Sunk Sunk Damaged Total Battleships o 0 6 6 Aircraft Carriers 6 1 4 11 Cruisers 13 3 33 # 49 Destroyers 30 9 16 55 Submarines 6 1 7 14 Tenders 1 1 5 7 Others 13 2 14 29 Totals 69 17 85 171 Non-Combatant Vessels Fleet Tankers 11 0 7 18 Transports 27 7 19 # 53 Cargo and Supply 50 # 7 21 78 Miscellaneous 14 2 11 # 27 Totals 102 16 58 176 TOTAL ALL TYPES 171 33 143 347 Also several additional vessels. Regraded Unclassified - 3 - 32 Table II American Naval Vessels Sunk and Damaged to Oct. 15, 1942 Demolished to prevent Type Lost capture Damaged Total Battleships 1 o 1 2 Aircraft Carriers 2 o 0 2 Cruisers 4 o 2 6 Destroyers 12 1 6 19 Submarines 3 1 0 4 Motor Torpedo Boats 2 1 0 3 Submarine Tender o 1 0 1 Aux. Seaplane Tender 1 O 1 2 Mine Craft 5 2 o 7 Gunboats 3 1 0 4 Tankers 3 o 0 3 Tugs o 1 0 1 Transports 4 0 2 6 Target Ship 1 0 0 1 Floating Drydock 0 1 o 1 Total 41 9 12 62 Regraded Unclassified - 4 - 33 Table III Japanese and American Vessels Sunk and Damaged in the Solomon Islands (Aug. 7 - - Oct. 15, 1942) Japanese Losses Probably Type Sunk Sunk Damaged Total Battleships o 0 2 2 Airoraft Carriers o 0 2 2 Cruisers 1 o 16 # 17 Destroyers 5 2 5 12 Submarines 1 0 0 1 Tenders 0 0 2 2 Tankers 0 0 1 1 Transports 2 1 4 + 7 Cargo and Supply 0 0 6 6 Miscellaneous 4 * 0 6 # 10 Total 13 3 44 60 American Losses Cruisers 4 2 6 Destroyers 3 2 5 Transports 4 1 5 Total 11 5 16 . Also several additional vessels. Regraded Unclassified - 5 - 34 Table IV Japanese Vessels Sunk and Damaged in the Aleutian Islands (June 15 - October 15, 1942) # Probably Type Sunk Sunk Damaged Total Cruisers 1 o 5 6 Destroyers 6 1 2 9 Submarines 0 1 5 6 Transports 2 1 6 9 Cargo and Supply 4 1 6 11 Minesweepers 2 0 0 2 Miscellaneous 1 o 1 ** 2 Total 16 4 25 45 * No American vessels have been reported lost and damaged in this area to date. ** Also several additional vessels. Regraded Unclassified 35 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE Oct. 16,1942 TO Secretary Morgenthau FROM Mr. Hoflich Subject: Summary of Intelligence Reports Russian Submarines in Gulf of Bothnic Reports from Helsinki indicate that Russian submarine operations in the Gulf of Bothnia are causing considerable worry to the Finnish authorities. During the past month, these submarines have destroyed three freighters outward bound from the Finnish port of Bjorneborg. (0.8.8., "The War This Week", October 1-8, 1942) Size and Disposition of German Army In a memorandum of October 8, 1942, I gave the follow- ing British estimate of the distribution of the German Army: Russia 178 divisions Poland 9 Finland OR France and Low Countries 36 Denmark 2 Balkans and Aegean 7 North Africa 4 Germany 45 Total 296 # It now appears, from a later British report, that all of the divisions in Germany (now 47), Poland and Denmark, four or five of those in France, and 5 in Russia are merely either administrative headquarters or training divisions. This outs the total figure to 230 or 231 regular divisions, and shows the German military position in Western Europe to be much weaker than as indicated by the earlier estimates. (U.K. Operations Report, October 1 - 8, 1942) Regraded Unclassified - 2 - 36 Burma Apparently the Japanese in Northern Burma are preparing for further military activities. United Nations' reconnaissance planes have reported a large increase in enemy air activity in this region. Construction work is in progress at a number of airdromes and there is evidence of increased shipping activity. (0.S.S., "The War This Week", October 1 - 8, 1942) Regraded Unclassified 37 10-16-42 NTELLIGENCE REPORT 45 THE DIRECTOR V in 1 11 $ 3 1 B / N r STATE A 5 - by lever by \ & I Y & the OFFICE OF WAR INFORMATION BUREAUOF INTELLIGENCE COPY No. 7 Henry Morgenthau, Jr. Regraded Unclassified CONTENTS Page ATTENTION FOCUS 1 EDITORIAL ATTITUDES 2 The President's Speech 2 Economic Controls 3 Progress of the War 4 DEVELOPING SITUATIONS 5 Post-War Planning 5 Foreign-Born Groups in Manhattan 9 Day-Care of Children 15 Jim Crow Abroad 16 ENEMY PROPAGANDA 18 The President's Speech 18 The Biddle Speech 18 Wedge Driving 19 Tailor-Making Goering's Speech 20 Regraded The period covered by this report Is the week of October 8 through October 14, ex- cept where otherwise specifically stated ATTENTION FOCUS Only the Navy's announcement that three United States cruisers were lost in the August attack on the Solomon Islands and fresh Nazi attacks in the Caucasus checked the week's flow of optimistic news from the fighting fronts. Press and radio kept public attention riveted on the successful defense of Stalingrad. American military action in New Guinea, the Aleutians, the Solomons, and the raid on Lille by Flying Fortresses, were all reported prominently and encouragingly. The President's speech of Monday evening was the big domestic news of the week. Most reports emphasized its call for the drafting of 18- and 19-year olds. It is estimated that the speech was heard by 58.9 per cent of all radio homes in the United States, comprising some 45,685,000 adult indi- viduals -- an audience larger by approximately eight and one-quarter million than that which listened to his Labor Day address on inflation. Congressional tax action and the scrap metal drive were also major home topics. Sumner Welles' charges against Argentina and Chile and the postponement of President Rios' visit to this country were treated dramatically, though not as of first rate importance. Wendell Willkie's Far Eastern visit received only secondary headlines. - 1 - EDITORIAL ATTITUDES material; and the answer is as stated by Mr. Roosevelt." THE PRESIDENT'S SPEECH ECONOMIC CONTROLS To most editorial commentators, the President's fireside Editorial comment about fiscal problems centered around opposition to the talk of Monday evening reflected strong leadership and a buoyantly hopeful attitude toward the progress of the war. Their discussion Treasury's proposed methods of collecting higher taxes, disappointment over the amount of revenue to be provided by the Senate Finance Committee's bill, of it reflected a clearer sense of direction than they have exhibited at any time in recent weeks. dissatisfaction with specific levies, such as the "victory tax," and agita- tion for a sales tax as the panacea of all tax troubles. There was very little specific criticism of the address. Commentators Attacks on the Treasury, in large part, took the form of protests against applauded Vr. Roosevelt's generous commendation of Congress. A few objected the announcement that a new tax bill to raise additional billions will soon to his verbal spanking of "typewriter strategists," but avoided inflating this into an issue, be offered. "It is not so much the extra burden proposed by the Treasury as the prolongation of uncertainty that is regretted," said the Philadelphia The speech was discussed, for the most part, in terms of its delineation Bulletin in an editorial typical of press reaction. of the manpower problem. There was general satisfaction over the President's Criticism of the Senate Finance Committee - much milder than that directed proposal to solve this problem by voluntary methods if possible. The New York Times, in a representative comment, said: "He is certain, and with at the Treasury - was based chiefly on the argument that its bill will not raise enough revenue to prevent inflation. The Hartford Courant, for good reason, that the country will accept a compulsory draft of manpower, if that is the best way or the only way to solve the problem; but his pre- example, observed: "Nine billions taken out of the pockets of the people ference is wisely for a thorough trial of the voluntary method before that is not enough to close the gap between goods available and money on hand." stage is reached." There was little comment and even less enthusiasm respecting the "victory On every hand, there was praise for the President's decision to bring 18- tax." The Ruml plan received some support, but not in any considerable and 19-year old men into the armed forces. Even the New York Daily News volume. In general, newspapers want a sales tax or some other form of remarked in this connection: "The question is not whether the younger men taxation which will impose heavier burdens on the lower income groups. have finished their schooling, or whether their mothers do or don't want Comment on the initial acts taken by Mr. Syrnes as Economic Coordinator was them to go to war. The question is what age group yields the best fighting generally sympathetic. The one aspect of the President's directives in - 2 - - 3 - Regraded Unclassified respect to inflation control about which commentators were somewhat criti- cal was the matter of wage stabilization. The new Rubber Administrator, William Jeffers, evoked a round of editorial applause by his first appearance before a congressional committee. His "tough talk" in insisting that he would not be influenced by pressure groups was taken by most of the press as a good omen for the future. The appointment to responsible posts of such men as Jeffers, Wilson, Byrnes and Eberstadt has produced a mild wave of editorial comment that the Govern- ment is now buckling down to firm administration of its economic program. PROGRESS OF THE WAR Continued Russian resistance at Stalingrad has awakened a restrained jubi- lance among the news analysts. They warned readers that German strength must not be underrated and that the campaign in the Caucasus is still menacing. The Berlin announcement that German tactics at Stalingrad had been changed was generally viewed with skepticism. A number of commentators, however, suggested that the successful defense of Russia's key industrial city may mark a genuine turning point in the war. The Hartford Courant, for example, thought it likely that the "Russian defenders of Stalingrad may have put Hitler on the road to his Waterloo." The Daily Oklahoman declared: "It is altogether possible that this global war may be decided by Russian soldiers Hopefulness about the war against Japan was somewhat modified by the Navy's disclosure that occupation of the Solomons had been accomplished only at - 4 the cost of three United States cruisers. For the most part, the Navy's explanation of its delay in making this announcement was somewhat grudgingly accepted as valid. The original reports, observed the Washington Star, were "intended to mislead the enemy concerning the extent of the damage he had done. If, incidentally, the American people also were misled, it must be assumed that the necessity of protecting the men remaining in the Solomons area was sufficient justification." Commentators pointed to the loss of the three warships as further evidence of the strength and resourcefulness of the Japanese. There is growing uneasiness, moreover, concerning the continued Japanese landings in the Solomons. The Dallas News remarked, for example, that "Our forces there are not large and it is possible that they might be dislodged by a much larger enemy attack force." On the whole, editorial commentators have been giving the public a fairly sober and realistic view of developments in the Pacific sector. DEVELOPING SITUATIONS POST-WAR PLANNING (MONDAY Recent statements by President Roosevelt and by other Government leaders have encouraged the American people to look forward to an improved social and economic organization of the world when the war is ended. Nevertheless, public thinking about post- war problems is wholly uncrystallized. Interviewing conducted by the Bureau of Intelligence has shown that only a very small minority of Amer- icans has any clear or concrete hopes about the nature of the post-war - 5 - world. Little has been done by media of information to promote thinking about post-war problems. A study of editorial comments in a nationwide sample of 125 newspapers during the months of August and September reveals a high degree of apathy concerning war aims and post-war planning. An over- whelming majority of these newspapers has. refrained from endorsing any definite pattern of future international collaboration. Some newspapers and editorial commentators, it is true, have urged that the Government undertake planning for the post-war world. But they have done little to explain its importance and have confined themselves largely to vague endorsements of the Atlantic Charter and the principles of the Four Freedoms. They argue that we must cooperate in the future with the rest of the world, but attempt no definition of the form which such cooperation ought to take. Those who advocate preparation for post-war conditions are almost counter- balanced by a group of newspapers and commentators which argues that any consideration of the future is likely to detract from the war effort, must necessarily be visionary and impractical and may endanger the system of private enterprise. Prominent among these opponents of post-war planning are the Hearst and McCormick-Patterson newspapers, together with such columnists as Benjamin DeCasseres and Westbrook Pegler. The need for current consideration of post-war problems has been strongly emphasized of late by authoritative Government spokesmen. In his broad- cast of October 12, the President said: "It is useless to win a war unless - 6 - it stays won....We are united in seeking the kind of victory that will guarantee that our grandchildren can grow and, under God, may live their lives free from the constant threat of invasion, destruction, slavery and violent death." Speaking in Boston on October 8, Under Secretary of State Sumner Welles declared: "One hears it said that no thought should be given to the pro- blems of the peace, nor to the problems of the transitional period between war and established peace, until after the war has been won. The s) 1- lowness of such thinking, whether sincere or sinister, is apparent... Earlier, Secretary Hull gave the clearest impetus to post-war planning. He said in his address of July 23: "Without impediment to the fullest prosecution of the war - indeed, for its most effective prosecution - the United Nations should from time to time, as they did in adopting the Atlantic Charter, formulate and proclaim their common views regarding fundamental policies which will chart for mankind a wise course based on enduring spiritual values." But others in the Administration and in Congress have decried present consideration of future problems. Representative Clare Hoffman of Michigan, for example, asked just recently, "Why not wait until the war has been won before dividing the earth's surface and people among the victors and de- termining the form of government which shall be given to all?" In a speech at Cleveland on October 6, Senator Harold H. Burton stated: "We must not as a nation attempt to discuss the details of post-war condi- tions because we cannot know the detailed premises on which to plan them. - 7 - We must not as a nation spend our precious fighting time on preparing de- tailed terms of peace before we have won that peace." In testifying before the Senate Agricultural Committee on October 12, the Rubber Administrator, William M. Jeffers, gave some encouragement, pro- bably unintentionally, to the opponents of post-war planning. When Sena- tor Bankhead of Alabama expressed fear that rayon producing plants might control the tire manufacturing business after the war, Mr. Jeffers said: "Our job now is to win the war. Let's quit talking about what's going to happen after the war." Such concrete proposals as have been advanced for the post-war period have been largely in the sterile framework of autarchy and armament. Secretary of the Navy Knox, for example, told the American Legion con- vention that "adequate preparedness for war is the best possible guarantee against war" and advised them to "see to it that our nation never again is left without weapons in a world where he who would be free must be strong." The indifference of press and public to post-war problems must be attri- buted, at least in large measure, to a failure on the part of governmental information policy to present clear-cut concepts of the post-war world. Perhaps clear-cut concepts can evolve only from the sort of specific action suggested by Secretary Hull, China's Minister of Foreign Affairs, T. V. Soong, made this point recently in urging that an executive council of the United Nations be established now as a means of evolving "a workable world order, an international instrument fully capable of dispensing justice and - 8 - enforcing law and order among nations during, as well as after, the war." The structure of the future can scarcely fail to be influenced by the foundations laid in the present. In his address to the Foreign Policy Association on October 3, Elmer Davis said: "We in the information field are charged with a task which, if rightly done, may make easier a more extensive and more intensive military and diplomatic collaboration, for we believe that the more that is known about the compelling reasons for continued cooperation of the United Nations, the more surely that cooperation will be perfected and maintained." But little has yet been done to clarify and publicize either the "com- pelling reasons" or the nature of practical measures toward cooperation, such as Lend-Lease agreements, which have already been undertaken. As things stand now, Americans have no positive specific goals to fight for. Nor have the United Nations any concrete, realistic program to which the neutrals and the conquered can be rallied. They fight as people who prefer to win rather than lose a war - not as people inspired by a hope and a faith in the future. FOREIGN-BORN GROUPS IN MANHATTAN Almost three million people born in Germany and Italy are living in the United States. One million of these have been in the legal status of "enemy aliens" but all, in some way or other, feel the special effects of having been born in one of these countries with which we are now wag- ing war. Among them are some 90,000 refugees, most of them anti-Fascists, but sharing with German and Italian aliens the restrictions imposed by - 9 - the United States on "enemy aliens," due to their having been born in one of these countries. The Italian-Born A study recently conducted by the Bureau of Intelligence among foreign- born groups in New York City supports the thesis of Attorney General Biddle that most Italian-Americans are loyal. Even among those Italian- born people who feel a strong sentimental attachment for their homeland, there are relatively few who lack a sense of loyalty to the United States. The majority of the Italian-born people interviewed think of themselves as Americans; another large group think of themselves as both Americans and Italians. Perhaps a third of the Italian-born people in the sample have vague or clearly defined pro-Fascist tendencies, and are therefore susceptible to Fascist propaganda. The most common complaint among the people in this group is that they have been made to feel like "second class" im- migrants. Even these people, however, must be sharply distinguished from those with pro-Nazi leanings among the German-born. Their tendency to approve many of the policies of their mother country is seldom the result of a systematic indoctrination with Fascist ideology and is rarely developed into a defi- nite structure of beliefs. It stems rather from a nostalgic attachment to the particular region in which they were born, where, in many cases, they still have relatives and friends. The contrast between the Italian-born and the German-born was one of - 10 - the most notable which emerged from the study. Because the sample was small and not altogether representative, the quantitative findings of the study are not believed to be altogether trustworthy, although its general conclusions are significant. Interviewing was completed before the recent announcement that most Italians will be removed from the enemy alien classification on October 19. It may be confidently expected that this step will strengthen the identification of aliens and citizens of Italian origin, wherever their present sympathies lie, with the United States. And it will weaken their identification with the present govern- ment of Italy, which they are already inclined to regard as an involuntary partner and semi-captive of Nazi Germany. The Italian-born people interviewed are, in general, extremely confused in their thinking about the war. They disapprove strongly of America's major allies, Britain and Russia. But, although they have great con- fidence in the German military machine, they have no love for the Nazis. They are dissatisfied with America's conduct of the war. Nevertheless, the majority is confident that America will win. They are confused about our war aims and inclined to feel that this is not America's war. Economically, the Italians have suffered a great deal as a result of the war. A number complain that they were barred from jobs because of their classification as enemy aliens. The increase in unemployment among New York's textile workers earlier this year hit the Italian group especially hard. A majority of the Italian-born people interviewed are participating in - 11 - the war effort through buying war bonds, acting as blood donors, or engaging in civilian defense activities. While there is some correlation between participation in such activities and a feeling of devotion to the United States, participation is not an altogether reliable index of loyalty. Many of those who do not engage in civilian defense have a positive attitude towards it; some have been excluded from participation because they are not citizens. On the other hand, some pro-Fascists make patriotic gestures as a way of covering up their true sentiments. The German-Born The minority of German-born residents with Nazi tendencies, although they do not admit being pro-Hitler, are much more vehement than the Italians in revealing their viewpoints. Many of them justify their Nazi convictions with facts and arguments. And Germans are bound to their mother country not so much by a nostalgic attachment to a particular locality as by an intense nationalistic pride. There is a difference, too, in the way in which the Germans and Italians feel bound to their respective homelands and to America. The Germans feel at least as well integrated as the Italians in American society. As many as two-thirds of those interviewed regard themselves primarily as Americans, and another sixth think of themselves as both Germans and Americans. The interviews revealed, however, that a number of people in both of these groups are definitely pro-Nazi. These individuals do not see any inconsistency in their pattern of allegiance; they maintain that America should be Nazified, and that only true Germans can be true Americans. - 12 - The Germans share the anti-British and anti-Russian feeling of the Italians, but put a somewhat higher appraisal upon the military prowess of these anti- Axis powers. They have no more use for the Italians than the Italians have for them. They are sharply critical of America's conduct of the war, both at home and on the fighting fronts, although a majority believe that the United States will ultimately be victorious. About a quarter of those interviewed - including some worried anti-Nazis as well as some pro-Nazis - are doubtful about the outcome of the war. A somewhat smaller group expressed the belief that the war would end in a negotiated peace or an outright Axis victory; and it must be remembered that other respondents may have concealed such opinions. There was a pronounced tendency to main- tain that this war is no business of this country's and to blame the war on the United States, on England or on the existence of economic inequality. In view of the prevalence of such beliefs, it is not surprising to find that many of the German-born group refrain from taking an active part in the war effort. As among the Italians, some of those who do participate. in civilian defense activities evidently do so to conceal their anti-demo- cratic leanings. Unlike the Italians, the Germans have not been adversely affected economically by the war, because of their concentration in occupa- tions which are in great demand. Nor has lack of citizenship been a factor, since most of the Germans interviewed, both loyal and disloyal, have become citizens. Refugees A group of refugees, including both Jews and non-Jews, was also studied. Because of the short time these refugees had been in this country, only a - 13 - minority regard themselves as Americans. Only six per cent of the refugees had attained citizenship. But they have had enough first-hand experience with Fascism to understand why America is waging a war against it. They are better informed about war issues than any of the other groups studied. The older and better educated refugees show a notable interest in post-war problems and in plans for the reconstruction of Europe. The flaws in the morale of the refugee group grow out of their very eagerness to win the war. Filled with anxiety as a result of their experiences in Europe, many of them succumb to defeatist psychology or become hypercritical of the nation's war effort. Many refugees are disturbed by the loss of status they have suffered as a result of having to start life over in a strange land. AS non-citizens, many refugees are excluded by local practices from partici- pating in civilian defense activities. Participation in the war effort throug bond buying, blood donations and similar activities is high. Attitude Toward Alien Regulations Considerable criticism of America's alien regulations was voiced by respond- ents in all groups. Most of those interviewed agreed that some alien regu- lations are necessary. But there was a general belief that existing rules, which will be changed October 19 for certain classes of Italians, are unjust and ineffectual. The most common argument was that disloyal individuals are usually naturalized citizens or, when they are aliens, cleve enough to evade the operation of the regulations. Thus in practice, 11, is believed, these regulations affect the innocent -- and often the ardent anti-Fascists - more severely than they do the disloyal. - 14 - These opinions may exaggerate the defects of present alien regulations, but the study suggests that there is no necessary correlation between loyalty and citizenship status. Loyalty depends upon the degree to which the immigrant is integrated into American society and the extent to which he accepts American values and purposes. DAY-CARE OF CHILDREN Delays in providing community facilities for the day-care of children con- tinue to retard the recruitment of women into the labor force. In some places, too, the lack of such facilities is resulting in numerous absences and a rapid labor turnover among married women workers. Here and there war plants have stepped into the breach by establishing day- care centers for children of their own workers. Such centers, however, entail undesirable paternalism and are likely to create employer-employee difficulties. Furthermore, few individual companies are in a position to furnish well-rounded programs. In addition to providing nursery schools, it is necessary to arrange for the care of small children within homes, either through placement with foster families or homemaker helpers; to provide supervision for somewhat older children before and after school hours; and to make counselling service available to mothers. The conception of what day-care must include is constantly expanding as new needs become apparent. Experience to date suggests that adequate programs require the utilization of welfare facilities, schools and other community resources. The War Manpower Commission specifically recommends that programs be developed on - 15 - a community basis, not "under the auspices of individual employers or em- ployer groups." Federal funds have been provided for the upkeep of a coordinating office to expedite the establishment of such community programs. Money has also been appropriated for the expansion of the WPA nursery school program. The funds for the actual operation of all but the WPA nurseries must be sought within local communities, however, although federal grants-in-aid may later become available. Field work and vigorous informational efforts appear to be need- ed to make communities aware of the WASC policy respecting this problem and of the need for inaugurating programs. JIM CROW ABROAD Negro newspapers assert that the U. S. Army is carrying patterns of racial segregation into countries where color barriers have not previously existed. Resentment on this score was recently given formal expression in a demand presented by the National Association for the Advancement of Colored People that the War Department "take steps to eliminate the friction in the American Expeditionary Forces caused by Southern white soldiers who desire to establish Jim Crow traditions in England." It is charged that Negro troops were at first cordially received in England, but that white soldiers protested against British friendliness to them. In Hawaii, where racial projudice receives no sanction in laws and little in public customs, people of many different colors mingle together freely. Aware of this, Negro troops are hurt more deeply than at home by the 16 discrimination they encounter from their white fellow-Americans. They feel that white service men and war workers fraternize more or less indiscrim- inately with the non-white residents of the islands - Hawaiians, part- Hawaiians, Chinese, Japanese, Filipinos, Koreans, and others - and draw the color line only against them. It is reported that the USO is considering the establishment of a special center for colored troops in Hawaii. If separate facilities are provided for whites and Negroes, it will be one of the first instances when proverns of racial segregation have been institutionalized in Hawaii. The discrimination Negro troops suffer, particularly in areas where it is not sanctioned by custom, inevitably weakens Negroes' identification with their fellow Americans and strengthens their identification with dark- skinned peoples. Some of the Negroes interviewed in a recent Bureau of Intelligence survey exhibited a marked tendency to align themselves with the people of India in their effort to secure freedom and expressed strong anti-British feelings. A number indicated that they felt the Indians were justified in resorting to violence to liberate themselves. Intelligent Negro leaders understand that the Army is engaged in fighting a war, not in carrying on a program of social amelioration. But they feel that there is no justification for transporting social customs involving segregation overseas. Such a course, they argue, is bound to impair the morale of American Negroes. Additionally, it may undermine the confidence of colonial people and people of color throughout the world in the sincerity of the proclaimed war objectives of the United Nations. There is clear need for cooperation between appropriate OWI officials abroad and the military - 17 - authorities in areas where such tensions have developed. (These findings are based upon "Anti-British Attitudes of Negroes," Special Report #24, Division of Surveys, and "Morale in the Territory of Hawaii," Report #33, Special Services Division.) ENEMY PROPAGANDA THE PRESIDENT'S SPEECH Axis propagandists resorted to belittling, ridicul ex- aggeration, denunciation and distortion in their efforts to depreciate the President's Columbus Day address. The Nazis call F. D. R. the greatest "typewriter strategist" of them all and find evidence in his speech that he planned the war two years ago. His references to Axis weak- ness, they report, were net with "guffaws." Germany, the Nazis boast, can repel an invasion at any point on the continent. Radio Tokyo claims the speech reveals a marked labor shortage, betraying the weakness of the American economy. Roosevelt's manpower proposals, say the Japs, mean the virtual enslavement of the American workers. The Japs paint a doleful picture of a United States whose schools are closed and whose factories are manned by oldsters. THE BIDDLE SPEECH Axis reaction to Attorney General Biddle's speech was delayed until October 14, evidently because their propagandists did not know how to deal with it. Finally, Radio Rome reacted (in Italian, to North America) with the charge that Italians were removed from the enemy alien category to win the good - 18 - will of Italian-Americans for the coming election. Rome attempts to minimize the step by stating that it will have no effect anyhow. in portion of the broadcast is devoted to a resume of the alleged persecution of Italians in this country, in an attempt to offset the effect of the U. S. move. WEDGE DRIVING Goebbels and Co. seized upon a number of events this past week for the familiar Axis propaganda device of wedge driving. Stalin's letter to Associated ress correspondent Cassidy was made the spearpoint of an attempt to alienate the Anglo-Americans and Russia. In broadcast after broadcast Goebbels' heart bleeds for the Russians, left in the lurch by their Anglo- American allies. American and English officials are presented as embarrassed and disturbed by the supposed deterioration of relationships among the United Nations. Ambassador Standley is pictured as returning to the United States because of a desperate need to reduce the tension between Russia and her Anglo-American allies. Discord between the United States and Great Britain is also emphasized. Life's letter to the people of England furnishes ammunition for divergent broadcasts to the United States and Great Britain. Americans are told that the letter indicates that England planned this war in order to maintain her empire; the rest of the world is told that England has responded to the letter with criticisms of U. S. war aid. Berlin tells England that the American soldiers quartered there are paid more than the British soldiers, live much better, and sneer at the British while enjoying their hospitality. Radio Tokyo chimes in with the claim that an American submarine sank the - 19 - Lisbon Maru while she was carrying British prisoners. In alleged interviews with the survivors, they express great bitterness toward the United States. Germany capitalizes the supposed dissension among the United Nations domesti- cally as well as internationally, to prove that there can be no second front. To demonstrate and heighten inter-American conflict Axis propagandists use Welles' speech and the hostile reactions of Chile and Argentina to it. The reason for Welles' "insulting" remarks about the two South American countries, the Axis alleges, is his desire to "blackmail" them into the service of the United States. Chile and Argentina are portrayed as resentful and irritated at Welles' "impudence." Rome played upon these themes in many broadcasts to Latin America, scoring Welles for his "lack of tact and diplomacy." TAILOR-MAKING GOERING'S SPEECH A study of the manipulation of Goering's speech in commentaries and newscasts for American listeners gives insight into Nazi propaganda strategy. It was necessary for Goebbels to deal with many of the fears of the German people - about British air raids, the German fuel situation, etc. - in order to allay them. But since these themes suggest German weakness, they are not dealt with in broadcasts to North America. To impress Americans with Germany's strength, such themes as the ineffectiveness of the blockade and the satisfactory nature of Germany's food situation are given more emphasis in broadcasts to America than they received in the speech. Comments comparing the economic plight of Britain and Russia to Germany's "excellent position" also receive more stress. - # # - - - 20 - the with 3 at w 38 FEDERAL RESERVE OPERATIONS IM GOVERNMENT SECURITIES hp 1 Column A above Federal Reserve operations is millions of dollars as follows: Market purchases 1/ + Market salse 1/ Golumn 3 shows price changes in 32ads, except Maturities Direct purchases from Treasury 7 for certificates which are true decimels. last Week STRICTLY CONFIDENTIAL Oct. 5 6 7 . 9 B 10 A & a Inder & 3 Description This Week 3 A $ A A 3 Oat. 12 13 . 14 F 15 16 17 A 3 A 3 A 3 A 3 A. 3 & 3 +11.9 +25.0 +111.1 +63.8 I. Dumary -21.2 -21.1 +68.0 +36.5 Holiday -22.6 -35.0 -9.0 Market purchases -.5 Market sales +42.8 +266.9 +163.4 +32.9 +63.4 .... -6.1 -*96.8 +3.9 -10.5 Maturities Direct purchases from Treasury -10.0 .... -67.2 -4.0 -9.4 -9.3 +26.8 +79.0 3592.0 +36.0 Total net increase or decrease (-) -m60.6 .... Wednesday report of total portfolio +36.7 +196.3 +116.2 +28.9 .... +54.0 3809.0 .... .... II. Tamable Securities +2.9 +.3 +11.4 +.2 +2.0 Mlls all issues combined -21.2 -21.1 +22.1 -22.8 -35.0 -9.0 Market purchases -.5 +2.6 +110.2 Market sales +17.7 +-3 +1.6 -=98.8 -6.1 Maturities .... -10.0 -67.2 -4.0 -18.3 -20.8 -9.4 -110.2 -34.8 -7.0 +21.6 -960.6 Total net increase or decrease (-) ...... -3.5 439.6 .... ->.5 -4.7 .... -7.6 +001 Certificates +5.0 -001 +002 1/2% A - 11-1 42 +2.0 -001 +1.0 -001 4002 +8.4 5/8 A - 2-1 43 -.001 +34.3 +3.3 ...... .65 c- 5-1 43 .... +.008 +003 +11.9 1004 -.001 +4.3 7/8 1- 8-1 43 +5.4 +00% +.4 -.004 .... +.6 ...... 4011> Treasury notes * 2 3/4% D - 3-15 43 +1 +1 +6.4 $ 9 3/4 +22.0 D - 9-15 44 .... ...... .... +20.2 +18.4 +30.0 +,4 will 1-1/4 C - 3-15 45 .... +1 .... .... +1 +,4 +1 N 12 3/4 +7.9 .... +8.6 3 - 12-15 45 .... +4.9 +6.7 L +2 +.9 +1 +.9 N 13 1 10 A - 3-15 46 +.7 +3 +4.6 -3 +2.8 -1 +.4 N14 1-1/2 3. - 12-15 46 +1.0 -1 .... +2.0 .... +9.1 +92.6 .... +150.8 +1.2 .... +2.2 +.2 +.6 Treasury bonds +.1 -2 +1 +6.5 +2.4 +1.2 B 12 25 - -1 3-15 46-50 -1 +1 +.4 +,6 +.9 3 16 2 +1.7 - 6-15 49-51 +.5 -1 -2 +3.0 2 +.9 +17.6 3 17 2 -1 +.4 - 9-15 49-51 -1 +15.6 +1 +11.8 +.1 +,4 +3.4 3 16 .... 2 ? +.2 $ - 12-15 49-51 +5.8 +7.7 .... 3 21 2 +.5 .... +1.3 - 3-15 50-52 -1 +9.9 +29.2 326 .... 41.2 2 +10.9 +54.6 +.6 - 12-15 51-55 -1 +3.7 +6 +1.1 +2 +1.3 2-1/2 .... 3 27 +.9 +.7 +.2 +.4 - 3-15 52-54 +3.3 -1 +4.5 +1 +3.3 +2 +1,0 3 +7.8 .... +1.5 3 28 2-1/4 - 6-15 52-55 -1 +1.8 +1 +,8 +1 +.3 $ .... +.3 -1 +.5 32 2-1/2 - 3-15 56-58 +.1 +1 36 2-1/2 - 6-15 62-67 -1 +2 + +3 +1 +2 -1 37 2-1/2 - 9-15 67-72 .... .... Quaranteed securities 07 RFC 7/8% U 10-15 42 -1 -1 ...... 08 RFC 1-1/8 1- 7-15 43 7 .... +1 09 an 1 Y - 4-15 lab -1 .... -1 02 COC 1-1/8 0- 2-15 45 offe All temble securities +11.9 +25.0 +106.1 +59.3 +73.0 +29.5 Market purchases -21.2 +38.9 -21.1 -22.8 +258.8 -9.0 -.5 Market sales .... +180.6 +25.4 +60.8 -35.0 -6.1 -10.0 -67.2 -4.0 Direct purchases from Treasury .... -9.4 -=98.8 Maturities .... -9.3 -=60.6 +3.9 -15.5 +24.3 +64.0 +29.0 Total net increase or decrease (-) .... +32.8 +184.2 +113.4 +21.4 $51.4 Office of the Secretary of the Treasury, Division of Research and Statistics. Purchases and salse recorded as of day of transaction and not day of delivery. Transactions after 4 o'slock are included in the next day. Less than $50,000. , Revised. Regraded Unclassified 39 39 FEDERAL RESERVE OPERATIONS IN GOVERNMENT SECURITIES hp 2 Column A above Federal Reserve sperations in millions of dollars M fellows: Market purchases 1/ Markets sales 1/ * Column 3 shove price changes la 3his, except Naturities Rever purchases free Treasury 7 for certificates which are the docimals. 1 last Vesk STRICTLY CONFIDENTIAL Oct. 5 6 7 8 9 A 3 & 10 3 3 A 3 Index This Vesic & A 3 & 3 Description Opt. 12 13 14 15 16 A 3 17 A 3 A 1 A 3 A III. securities 3 & 3 Treasury notes Holiday -1 If 1 1-3/45 12-15 42 I 3 1-1/8 - 6-15 43 .... .... I à .... 0 - 9-15 43 2 +1 1 +1 I .... -1 +1 -1 our 1-1/8 B-12-15 43 +1 I 1 3 . 3-15 44 +1 " 1 3/4 ...... .... A - 6-15 44 .... ...... I I 1 0 - 9-15 lake .... If 10 3/4 A - 3-15 45 +1 & .... .... 7 -1 +.3 Treasury bonds +2.7 +1 3 1 +5.1 3-3/85 - 6-15 43-47 L ...... 3 2 & . 3-1/4 - 10-15 43-45 +.1 & 7977 +1 3 È 3 3-1/4 - 4-15 44-46 +.2 -1 L ...... 7 -1 +1.3 & +.9 +.3 +1.5 +1 +1.3 +.2 -12-15 4-5 +.5 .... +1.0 L 3 our 2-3/4 -1 L +.4 - 9-15 45-47 ...... 1 +1.0 3 2-1/2 +1.0 -1 -18-15 45 +3.3 .... .... +1.5 7 41.0 -1 +.5 -1 +.4 .... L & +,4 3 7 +1 3-3/4 .... .... +.8 / - 3-15 46-56 ...... +2.1 B 5 +.1 -1 7 +1 +2.6 - 6-15 46-48 39 3-1/8 - 6-15 46-49 7 7 +.1 .... 3 10 4-1/4 +.1 -1 1 - 10-15 47-52 +1.5 +1.3 .... +.4 .... ...... -1 +1 +1 3 11 2 +1 - 12-15 47 1 ...... 313 2-3/4 7 +1 +1 - 3-15 48-51 +.2 .... & +1 +.5 7 314 +1 2-1/2 - 9-15 48 .... 315 2 -12-15 48-50 .... +.1 +1 ...... +2 -1 L - +.3 39 3-1/8 +1 -12-15 49-52 +1 +.2 3 20 2-1/2 7 -12-15 49-53 +1 -2 +.3 +2 +1 +.9 7 322 2-1/2 +.5 +2 - 2-15 50-52 +1 +1.1 2 323 2-3/4 +.5 .... +1 - 6-15 51-54 .... +1 7 124 3 - 9-15 51-55 +.1 -1 .... +3 -1 325 2-1/4 - 12-15 51-53 -1 7 +2 +1 -1 +2.5 329 +.1 2 7 of - 6-15 53-55 +2 +1.4 -1 3030 2-1/4 -3 - 6-15 54-56 .... +1.0 +1.0 +1 +2 +1 31 2-7/8 & +.2 - 3-15 55-60 .... 1 +2 -1 .... 333 2-3/4 - 9-15 56-59 .... +.5 ...... 7 +.5 +2 +3.5 .... .... 34 2-3/4 +1.0 - 6-15 58-63 % +1 35 2-3/4 +.5 - 12-15 60-65 **** +.5 .... +.5 .... .... +.1 .... 42.0 10 ...... .... Quaramised securities .... 01 000 3/4% 1- 5-1 43 .... ****** 0 10 -1 USEA 1-3/8 - 2-1 44 .... 6 .... : THIS 3 - 3-15 4-49 .... +1.0 .... +1 ...... +,6 .... 03 TFMC 3-1/4 - 3-15 4-64 .... ...... 7 -1- ...... & 7 ...... .... 0 INVOICE HOLD .... 3 1- 5-1 44-52 , & ...... ---- 7 -1 +.1 .... +.1 .... .... 0 HOLD 1-1/2 6-1 45-67 7 ...... .... ****** **** +.1 .... .... .... All securities +5.0 +4.5 +15.0 .... +7.0 .... Market purchases +3.9 .... +8.1 .... +2.8 .... .... sales .... +7.5 .... +8.6 .... .... ...... .... .... Direct purchases from Treasury ...... .... .... .... .... ...... .... ...... .... Naturities .... .... +5.0 4.5 .... +15.0 ...... **** .... .... +7.0 .... Total not increase or decrease (-) .... +3.9 .... e .... +6.6 +7.5 .... +2.6 .... Office of the Secretary of the Preasury, Division of Research and Statistics. Less them $50,000. Purchases and sales recorded as of day of transaction and net day of delivery. Transactions after 4 s'alock are included in the art day. Regraded Unclassified COPY NO. 13 40 BRITISH MOST SECRET U.S. SECRET OPTEL NO. 358 Information received up to 7 a.m. 17th October, 1942. 1. MILITARY MADAGASCAR. Our forces have been delayed by weather at Ambositra but the bridging train has now joined them and should speed up the advance. Our aircraft bombed French positions 4 miles South of Ambositra. 2. AIR OPERATIONS WESTERN FRONT. 15th/16th. COLOGNE. 473 tons of high explosive and incendiaries were dropped, including three 8,000 lb. and 69 4,000 lb. bombs, Early arrivals reported no cloud and good visibility but later the main attack was hindered by considerable cloud. Flares by Pathfinders were rather dispersed but many fires some of them large were seen in the town and other scattered fires on both sides of the river. 16th. 6 Mosquitoes again bombed the Diesel engine works at Hengelo, important parts of the factory were hit. A Beaufighter Whitney and a Wellington are missing from Biscay patrols. 16th/17th. 34 aircraft were sent sea mining and five to drop leaflets. Four aircraft are missing. A Beaufighter destroyed a German bomber off Sunderland. Early this morning, a Junkers 88 was destroyed off Beachy Head. LIBYA. 14th/15th. Wellingtons bombed Tobruk Harbour. 15th. Fighters and Fighter-bombers attacked tanks and mechanical transport in the Southern sector and a Railway station near El Daba. MALTA. 15th/16th. Nine enemy aircraft operated ineffectively against the Islands. One Regraded Unclassified 41 was destroyed. 16th. 206 Axis and 125 Spitfire sorties were flown. Seven enemy aircraft were destroyed, 6 probably destroyed and 14 damaged. 6 Spitfires were lost. 3 pilots safe and eight more were damaged. One aircraft was destroyed and two damaged on the ground at our aerodromes. MED ITERRANEAN. 15th. Beaufighters destroyed a Junkers 52 South of Crete. Correction to OPTEL 357 Air operations, para. 3. third line For "Ongelo" read "Hengelo" - 2 - NOT TO BE RE-TRANSMITTED 42 COPY NO. 13 BRITISH MOST SECRET U.S. SECRET OPTEL No. 359 Information received up to 7 A.M., 18th October, 1942. 1. NAVAL ATTACKS ON SHIPPING. During the 3 days 14th 16th inclusive, 14 ships reported torpedoed and sunk between 5th and 13th October - 9 ships sunk in Northwestern Approaches, 8 in one convoy (4 British, 1 Norwegian, 2 Greek, 1 U.S. and 1 Yugo-Slav), one British, 1 Greek, and 1 U.S. ship in CAPETOWN area. One British ship in South Atlantic and one British ship in Indian Occan. One British ship previously reported possibly sunk in South Atlantic now known definitely sunk. 3 U.S. ships, one & tanker, previously reported overdue now presumed sunk. 2. MILITARY MADAGASCAR. Operations continue. Somo progress has been mado southwards and roads have been repaired. Over 300 prisoners were taken in operations around ANTSIRABE. 3. AIR OPERATIONS WESTERN FRONT. 16th/17th. A Hudson obtained a direct hit on a 4,000 ton ship off CALAIS. 17th. 88 Lancasters were sent to attack the Schneider Armament Works at LE CREUSOT and B. transformer station south of LE CREUSOT. One aircraft is missing and another returned early with engine trouble and off BREST shot down 2 enemy aircraft. All other bombers attacked the objectives and dro ped 153 tons of bombs in 62 minutes. Hits were made on the steel works, the turbine building shop the foundry machine shop, the rolling mills, factory buildings, the transformer station and many largo fires were started. 6 fighters made successful attacks on locomotives and rolling stock in Northern France and the Low Countries. One F.W.190 was shot down off HASTINGS. 17th/18th. 7 Stirlings were sent sea-mining. Early this morning a JU 88 was shot down near DUNKIRK. LIBYA. 15th/16th. 29 Wellingtons bombed TOBRUK harbour and SCLLUM. 16th. Fighter bombers attacked a landing ground west of DABA and M.T. and tents in the central sector. MALTA. 17th. 245 enemy and 103 Spitfire sorties ware flown. Enemy formations, with increased fighter escort, were intercepted and broken up be- fore reaching the Island and no material damage was caused. 8 enemy aircraft were Regraded Unclassified 43 - 2 - shot down, 4 probably destroyed and 9 damaged, including 3 by A.A. 3 Spitfires are missing, one pilot safe. RUSSIA. Heavy German bombing attacks have been made on ground positions at STALINGRAD and on Russian communications in the Central and Northern sectors. 4. HOME SECURITY On 16th/17th 9 persons were killed and 6 are missing, believed killed, at SUNDERLAND. 0: me Kuhu Many thanks. I gree that he should he ignored - In - the present / L. MR. CAIRNS 45 MERSHAM 2-3385 CABLES: MAJORANGAS NEW YORK Mr Kuha L.L.B.ANGAS INVESTMENT CONSULTANT 570 LEXINGTON AVENUE, NEW YORK October 18, 1942 Hm' H. M. FROM AN ENGLISHMAN Sir: I have lived for seven years in America, and for twenty years have been writing on monetary matters ... (and have usually been right). In my view, the American currency is now being rapidly sabotaged. If this happens, there will be a political revolution in the United States. You will probably not agree with my argu- ment; but I feel it my duty (to U.S.A.) to send it to you,---even though it may end in a waste paper basket, and perhaps not reach you at all. However, I do 80 at the request of numerous American clients. I have the honour to be, Sir, Your obedient Servant, a a Anges Major L. L. B. Angas 1. A Summary of the Argument appears on page 1 of Digest 99. 2. Particularly read Nos. 99, 100, and 101. 2 Regraded Unclassified TO: mr. Carins s 46 angar seems determined to become a martyr. I'm not answering his letter, but & think you : should See his second opus on The subject. F.K. MR. KUHN C 47 "VICTIMIZING THE LENDER" A PLEA FOR FINANCIAL STRAIGHTFORWARDNESS IN THIS WAR by MAJOR L. L. B. ANGAS Digest 99 September 30, 1942 THE COLD FACTS OF WAR FINANCE The cold facts are these:- 1. The war costa $75 bna. annually. 2. Current taxes bring in only $25 bns. 3. Voluntary loans bring in only $10 bns. 4. Deficit equals $40 bns. 5. Implying an inflation of $40 bns. a year. 6. Total (spendable) money of the country today is only a little over $40 bns. 7. Which suggests a monetary inflation of nearly 100% a year. (In 1941, it was only 12%; and has only averaged 15% per annum since 1938.) 8. Price controls are (I think) incapable of keeping a 100% per annum monetary inflation (of demand deposits) in check. 9, War finance must therefore be as ruthless as the war itself. 10. And if the war effort is to be two-thirds of the national monetary income, taxes plus voluntary plus compulsory loans must also equal two-thirds of the national monetary income - if inflation is to be avoided. (Not just 40%, as at present!) 11. This means that forced plus voluntary loans must be twice the current scale of taxes, i.e., $50 bns. in relation to $25 bns. - 80 as to get $75 bns. in all for the war. 12. And if this is not done, you pave the way for wild inflation, which will get cumulatively worse each year, as Digest 100 will show. 13. The Government therefore must stop the rot. You do not Lighten war burdens by Inflating (you Multiply them). 14. Incidentally, in terms of real wealth, the public will not REALLY suffer any more from these harsh monetary proposals than they will automati- cally suffer from the war itself. Only one-third of the nation's produc- tion (total real income) will be available for consumption (due to reduced production of consumables) 80 it does not really matter if only one- third of its total money income is left available, (and the rest taken by the Government in forced loans and taxes). It is just a simple mathe- matical equation - and quite reasonable. - 1 - Regraded Unclassified 47 "VICTIMIZING THE LENDER" A. PLEA FOR FINANCIAL STRAIGHTFORWARDNESS IN THIS WAR by MAJOR L. L. B. ANGAS Digest 99 September 30, 1942 THE COLD FACTS OF WAR FINANCE The cold facta are these:- 1. The war costs $75 bns. annually. 2. Current taxes bring in only $25 bns. 3. Voluntary loans bring in only $10 bns. 4. Deficit equals $40 bns. 5. Implying an inflation of $40 bns. a year. 6. Total (spendable) money of the country today is only a little over $40 bns. 7. Which suggests a monetary inflation of nearly 100% a year. (In 1941, it was only 12%; and has only averaged 15% per annum since 1938.) 8. Price controls are (I think) incapable of keeping a 100% per annum monetary inflation (of demand deposits) in check. 9. War finance must therefore be as ruthless as the war itself. 10, And if the war effort is to be two-thirds of the national monetary income, taxes plus voluntary plus compulsory loans must also equal two-thirds of the national monetary income - if inflation is to be avoided. (Not just 40%, as at present!) 11. This means that forced plus voluntary loans must be twice the current scale of taxes, i.e., $50 bns. in relation to $25 bns. - so as to get $75 bns. in all for the war. 12. And if this is not done, you pave the way for wild inflation, which will get cumulatively worse each year, as Digest 100 will show. 13. The Government therefore must stop the rot. You do not Lighten war burdens by Inflating (you Multiply them). 14. Incidentally, in terms of real wealth, the public will not REALLY suffer any more from these harsh monetary proposals than they will automati- cally suffer from the war itself. Only one-third of the nation's produc- tion (total real income) will be available for consumption (due to reduced production of consumables) - - so it does not really matter if only one- third of its total money income is left available, (and the rest taken by the Government in forced loans and taxes). It is just a simple mathe- matical equation - and quite reasonable. - 1 - Regraded Unclassified 48 15. Thus, it can be seen that sound financing of the war will benefit the na- Price Controls Are Merely Bandages. They Do Not Prevent the Disease of Inflation, tion, by avoiding the EXTRA danger of inflation. - Although of course it will not increase the amount of available consumables. It will however The real point is that Mr. Henderson and his Office of Price Administration cannot turn assist a more equitable distribution thereof - for a wild inflation would of the inflationary gas: all they can do in temporarily to apply certain brakes on the re- make fair distribution impossible, and possibly lead to semi-revolution. sulta of prior inflation. Inflation proper (i.e. borrowing from the Commercial banks) in a problem for Mr. Morgenthau and Congress, rather than for Mr. Henderson. The latter 16. And yet if the nonsense of bank borrowing is continued indefinitely (be- is merely a nurse who applies surface bandages: and it is up to Mr. Morgenthau (and Con- cause a vote-bunting Congress votes war appropriations without voting gress and F. D. R.) now to prevent the underlying disease from apreading. parallel taxes and (orced hans), you will certainly get your wild infla- tion, because the elected would not risk their necks by telling and rul- ing the electors. In addition, if the government is going to pretend to the public that temporarily success- ful price controls by OPA are the same thing as avoiding fundamental inflation, they are ipso 17. A wild inflation will prove the end of this Democracy. The objective of facto (in my view) financially dishonest, - for they are just pretending that a bandage over the war will be lost (Just as Hitler has boasted) through internal imbe- an abscess eradicates the disease. citity and moral comardice. Certainly, poultices like the Office of Price Administration may be useful temporary Stop Tricking the Lender palliatives; but if more puss in the form of continued bank loans is being pumped into the economic system, as a result of Congress not supporting Mr. Morgenthau, the disease of The history of government finance throughout the ages is disgusting. A failure to pay inflation will rapidly spread. Indeed, it is no use political physicians fixing their eyes on the promised interest is not uncommon; and refusal of monetary repayment has been frequent. poultice when they ought to fix their eyes on the root cause of the puss, namely hank bor- And what a nearly as bad, governments often repay their loans with money that has depre- rowing. And yet that is what the whole trend of current thought around Wall Street, DE well cialed in purchasing power, owing to interim inflationary finance. Let us hope, however, as around Washington, seems to be. The spotlight is deceptively turned on Henderson's for the sake of future generations, that the same thing will not happen as a result of this price-Baing, and not on Morgenthau's continued borrowing from the banks. It is daring to War. But it might and that is what we now want to discuss although it in the declared say It, but surely it in true. policy of the Government to provent it. Patriotism (Some Angles) With this Digest, I enclose a Government pamphlet on war bonds. Every dollar that Incidentally, although it is popular to state how patriotic the American people are goes into war bonds does at least five things: it helps to win the war; it helps to win the fight financially, I personally do not believe that they are sufficiently "patriotic" to subscribe against inflation; it shows our enemies that we are solidly against them, and our fighting VOLUNTARILY to enough loans to enable the Government to avoid additional borrowing (orves that we are solidly behind them; it gives the purchaser a sound and profitable invest- from the Commercial banks also. There ought therefore to be heavy forced loans as well. ment; and it builds him up a fund for the economic readjustments which will lie abead of For it would be a tragedy if the recent patriotic buyers of war bonds turned out in the end the war. to be suckers; and if those who refuse to buy war bonds now turn out to be the "prudent" people. But although 1 advocate the purchase of war bonds (in preference to stocks), I also advocate that every purchaser campaigns his Congressman in order that subscriptions may be Actually, in the Press, Mr. Morgenthau is reported to be averse to compulsory loans, made REALLY, as well as monetarily, safe, For, under certain conditions of weak Government as yet. But somebody really ought to tell him that although most firms have persuaded, finance, subscriptions to war bonds, made today, might turn out to be the reverse of really sometimes by force majeur, their employees to submit voluntarily to 10% pay deductions safe, even though redemption and interest may be monetarily paid in full. Let me explain in order to provide our fighting boys with guns a great many of the payers of weekly dedue- by giving an example. tions are becoming quite infuriated with the continued rise in the price of food and the general cost of living, and already have made up their minda to cash in their subscriptions quite VOLUNTARY WAR BOND SUBSCRIPTIONS (THE RISKS) shortly. Assume that the more patriotic element in the community puta up say $12 bns. out of The general argument seems to be among heads of white collar families that "I would their private savings for voluntary war bond subscriptions. Assume however that, later on, do my financial bit willingly enough if the Govertment would keep down the price of food, owing to an inadequate supply of such patriotic persons (or owing to the absence of a eam- and (a) not cater almost solely to the votes of the farmers, and (b) see that retailers did not, pulsory loan system) wild inflation of retail commodity prices occurs as a result of inflation- by various subterfuges, evade the food price-ceilings which are "supposed" to be fixed but ary borrowing from the commercial banks; then the patriotic persons who originally put which any working housewife will tell you are being moved up month by month by innumer- up the $12 bne will be positively punished for their patriotiam. And for all future time able cunning subterfuges coupled with the information, given by shopkeepere "that there Americans will have been taught by experience that it dues not pay to be financially patriotic are plenty of other people waiting to buy the stuff if you do not care to pay the price." And during wars. that is certainly the situation as regards the Eastern states. In fact, I can imagine no greater financial disaster than that, after the intensive war In other words, if the Government does not stop making over the country to the farm- bund sales campaign of the last few months, creeping inflation should be allowed to develop. era, and does not commence seeing that shopkeepers are not "cunning," not only will sub- scriptions to voluntary war lonns, and also voluntary pay deductions, cease; but recent sub- And yet it is not completely impossible - the way things appear to be going on at scribers will "cash in" partly because they need more money to pay the higher costa of Washington I rules of course (a) to the continued inflationary burrowing from the Com- living and partly because they lear that inflation is getting out of control and their subscrip- mercial banks, and (b) to the recent hesitation in Congress to control (as distinct from talk tions to war loans are becoming unsafe. And some even say that (as soon as it is recognized about controlling) farm prices and wages, as well as other prices. that money placed in war loans is depreciating) the Government might withdraw "in the interest of the nation" the right to convert into cash (after a bond has been held 60 days). In my view, there ought to be compulsory loans almost at once ao as to make the com- placent as well as the patriotic fork out; and so as to avoid inflation. The Parity Racket There should, in addition, so think I, be (a law passed to cause) cessation of burrowing In other words, through I besitate to my it, such Congressional rackets as are now going from the Commercial banks, - for that is the root came of inflation, and not the partial fail- en must stop If America in to be saved from inflation. And I advisedly use the word "racket," une (due in Congresa) of Mr. Henderson's attempts at tough price control. (a) firstly, because the original base for farm parity was the period 1909-14 which was the 8 2 Regraded Unclassified 49 record highest farm-price-ratio period in relation to "what the farmer buys" (very tricky!): and (b) because farm-labor and transportation costa were originally left out of the basic But if the people of a nation, owing to financial or military ignorance, do not appreciate 1909-1914 index, because they would have then lowered it (very tricky!); and (e) when later either the need to enerifice or the need to fight or the need to pay, the first duty of the Gov- trunsportation costa rose, the farmers managed to get transportation costa in; and (d) now ernment is to educate them, instead of appeasing them by devious methods. That, I think, that labor is rising they now want to get labor costs in also. is the first duty of Washington if this country la not going to be eventually landed with finan- cial chaos such as leada to revolution. See Digest 97. Oh yes, it all anunds very reasonable to the uninitiated; but nevertheless the whole thing savors of subtle jockeying, and a racket- And the public in the Eastern states are now be- ginning to know this; and the resentment is already quite frightening for faith in Congress I know of course the political difficulties surrounding the sudden imposition of forced loans, withholding taxes, sales taxes, etc., before the public in sentimentally quite ripe for is diminishing in wartime. it. And 1 am aware, of course, of the lazy argument that during wars there is never time to The Farm Group in, dare I tell them, indirectly busting the War Bond Campaign. And educate the public, and that the first practical thing is to try to keep them sweet no matter the same applies to certain groupa of Trade Unionista. If it does lead to some inflation for inflation is not so had as defeat. But my own argument is that not nearly sufficient attempts are yet made honestly to educate the public (and Con- If the Government Expects Prices to Go On Rising, gress) on the brutal realities of war financing, with the result that the give of inflation in the War Bond Campaign le Not Quite Honest. continually turned on (borrowing from commercial banks) when at least HALF of it could, I think, be turned off at once, - and ALL of it if the Government would be politically brave enough to take the nation into its confidence and educate It. As regards the current War Bond Campaign, the point in this:- If the Government which loudly promises price stabilization really means to allow the farm price level, the wage level, Short-Sighted Financial Patriotism and the cust of living gradually to slip upwards at about 10% per annum as a result of repealed adjustments to be made (slways rationally) in the interest of "fairness" to various Nor (again in my humble view) is nearly enough written by the Press about the danger groups (which in what certain "Washington Letter Writers" seem to expect); it in quite dis- surrounding voluntary war bond subscriptions IF (and please note this word "if") the Gov- hunest of the Government to go on with à "voluntary" loan system on the grounds that ernment ja going on borrowing from the commercial banks; or if it is going to allow farm prices Government loans are "perfectly sift" benque they will be paid back in full (in terms of and wages "gradually" to creep up. Of enurse, the Preas hesitate to do anything which might money). The Government would be indulging in a tricky "error of omission." reduce the volume of war bond subscriptions today; and they are naturally afraid of doing anything which might be labelled as unpatriotic, or interfering with the war effurt. For the real facts would be these: that if prices creep upwards at 10% per annum, then in four yours the "real" value of the money now patriotically lent would depreciate 40%: But to my mind it is much more patriotic to guide the Government (and the public) and that the intérest received meanwhile (of around 8% per annum) would only amount to into a sound method of financing the war (and reducing borrowing from the commercial 12 money units out of the 40 real unite of depreciation. Such voluntary loans would in fact banke) than to go on letting the public be bluffed (concerning the serious nature of the bank turn out to be, from a REAL angle, loans without real interest at all but planned by the borrowing problem) just for the sake of getting, in the short run, a few more voluntary war Government on the basis of a prospective mal loss - which la not quite a gentlemanly way bond subscriptions. to treat the financially patriotic. Since voluntary loans (and Taxes) today are inadequate, it is essential to resurt immeil- Foreed loans, equitably imposed ON ALL, would be much fairer. For they would apread ately to compulsory loans IN ORDER TO MAKE THE RECENT VOLUNTARY LOANS the REAL loss (if any) over ALL more EQUALLY. SAFE. That la the gist of the matter today. The facts are indisputable. And the more Government propaganda that is devoted to the matter, and the more the truth is told shout Commodity Index Loans the dilemma (without hoodwinking), the better for America's financial future. 1 would not so much mind inflationary borrowing from the banks IF interest and capi- I personally would like to see the American and British Governments come out and quile tal redemption on voluntary savings were eventually payable in a (rubber) commodity dol- brazenly and honestly state that unless the war is financed without borrowing from the com- lar i.e. in paper dollars, the number of which would be based on the index level of retail mercial banks i.e. by means of compulsory lonna instead, there will be an ultimate retail prices for then it would not much matter to what level retail prices rose since the patriotic price inflation eventually, even though Henderson and OPA etc. may be temporarily success- WILL bond subscribers would be paid parallel. But the idea that those who fork out first should ful in covering the cancer by their widespread price-fixing poultices. eventually be victimized most (by inflation) is to me utterly repulaive. And yet. there is n risk of it - if Washington is wenk. They should also admit that to take voluntary war loan money now is dislumess UN- LESS they are going to finance the war without further Commercial bank inflution. Ugly U.S.A. Is Ready for Forced Loans words, these; but surely the Truth! The fact remains however that if wild inflation is to be avoided, there must either be Financing the War Without Inflation higher taxes or forced loans. And from my own inquiries, I have come to the conclusion that many do not like the VOLUNTARY LOAN system at all - since (a) it enables the skunks Actually, as I said in Digest 91, there is no need whatever to resort to inflation during to escape; and (b) escape by the skunks hastens on the inflation which automatically make a war if Congress has political courage, and the nation is really patriotic, and in kept well suckers of previous patriotic lenders. informed. As far as I (one humble individual) can make out, that in pretty much the opinion of From the commodity (real effort) standpoint, the war le financed as it goes along by mians most Americans especially the relatively poor whose life savings out of wagns are small of the extra hard work, and the extra abstinence practiced by the nation-as-a-whole. All the and who are simply terrified of having nothing except semi-worthless paper dollars, or paper things used in war are produced during the war. And the financing thereof can be, and should bonds, or insurance policies on which to live during their old age. They think everybody be, simultaneous. Indeed, it in a fallacy to believe that there in "not enough money" today ought to be FORCED to subscribe to War loans NOW. to pay for all that is produced today or that you cannot tax or borrow (by force) sufficient. You can! For it in merely a simple mathematical equation that-if two-thirds of the Education Essential nation's productive effort is devoted to so-called wasteful war expenditure taxes (and forced, and voluntary, loans) could be, and should be, two-thirds of the nation's The politicians of course argue that they too would like to avuid inflation (by relorting annual income; and not just 40% of it, as at present. [The real OBVIOUSLY must to forced loans), but that the public is not yet sufficiently educated to put up with the higher come from (the hidden laz of) inflation.) taxes and forced loans by which alone inflation can be avoided. Regraded Unclassified And all the tricky little business of hidden inflation taxes (which borrowing from the Commercial banks involves) ahould be tabooed by every honest Congressman. Indeed, if Surely, such a statement today would make the public more ready to accept (nocessury) 50 forced loans immediately. a Congressman does not think his constituents are yet patriotie enough (or feel the war seri- ous enough) to put up with such burdens, he ought to take the first train down to his Con- My Personal Angle gressional district and stump the country, lecturing his people on the simple truth of this financial situation. That would be more honorable, and wiser, than letting the Administra. In offering the above essay, I am fully aware that I may be writing a prospective post- tion go on borrowing from the Commercial banks (and of pretending that effective Price and mortem obituary for these Digesta; for many will (wrongly) regard my remarks as unpatrio- Wage Control (poultice work) was the only inflation problem). It is ridiculous to have taxes tie, and will think that my office should at once be closed down by OCD lest my writings of only 26% of the national income when 66% (including forced plus voluntary loans) is ob- might influence war bond sales. viously and mathematically essential and right. The gist of the matter is however that Congress, the Prese, and the White House have Everyone of course detesta being taxed, but I have enough faith in the American people not yet the mental courage to face up to the real problem of financing the war, without infla- to believe that if Congress did turn on the heat of propaganda, or rather financial educa- tion. Ten billion dollars have already been borrowed Inflationarily for war purposes from the tion, as I have just suggested, they would be astoundingly surprised with the extent of which Commercial banks, and in the next twelve months another $20 bns. (perhaps $40 bns.) may the great mass of people would welcome the sacrifice being spread simultaneously and com- be similarly borrowed, if nothing drastic is done. pulsorily over all, instead of resorting (a) to voluntary temporary inflationary tricks such as keeping taxes low and letting inflationary bank borrowing surreptitiously pile up. True today So afraid however is Washington of telling the public the truth - or is it that they do there is not much support for such toughness even in Wall Street, but that is because many not know enough - that a terribly abort-sighted policy is being pursued of (a) hiding the people, even in Wall Street, do not understand the monetary side of war production. risks attending voluntary purchases of war bonds (if bank borrowing is to continua unchecked), and (b) of financing the war largely by bank borrowing and protending that it is not really We Have the Money Without Inflation inflationary - (on such completely false economic arguments as that bank money la not paper money (when actually it is, although the paper is kept within the banks, and does not The facta however are quite simple. Every penny spent on the War, say $75 bns. annu- have a Government stamp on it)). ally, constitutes an income received from the War. And if war expenditure constitutes 66% of the total national monetary income, there is plenty of money paid out annually to pay And yet if nobody patriotically riska his neck (a la Billy Mitchell) in trying to speak for the War as it goes along if taxes (plus forced loans) equal 66% of the national mone- the truth, - for fear of being short-sightedly labelled as pro-Nazi and seized by the FBI or tary income.* And this is how it should be, and will be, I hope. OCD* - too little will be said too late, and America will get into as big a financial meas ne England and France got into a military mens. One's clear duty is therefore to try and pre- The point is that if a combination of taxes, bona fide savings, and forced loans are not vent it - even at the risk of being accused of being unpatriotic, and pro-German. [Let that made to cover the cost of the war effort in full an additional disease, almost as bad as war be my own rather feeble contribution.) itself (sometimes worse, since it often leada to revolution, see Digest 97), will be imposed on America, namely, surreptitious and wild inflation. But enough of these Earoica. The fact in that the war can be (and should be) financed without dishonest inflation. And my next Digest will analyze the ability of individuals and If the Administration is going to be honest with America, it should propagandize this corporations to pay the forced loans and taxes which I suggest. It is true they will lead to danger as much or more than it propagands voluntary war bond sales now; and should (I the cutting of dividends. But that, I am afraid, is the outlook for Wall Street - if America think) propagandize the need for higher taxation and COMPULSORY lending 80 that the finances this war on sound grounds. patriotic lenders do not run the risk of suffering more than the lose patriotic abstainers. Today's pre-election preference (in Washington) for bank credit inflation and for de- I myself was "investigated" by the New York State Attorney General, with the SEC sitting in, in vious methods is most dangerous. It is really not fair to the American public - although March, 1939, after a journey to Europe. I came back and published Digest 35, entitled, "Pandemonium Ahrod" some may rather like it that way at the moment largely through ignorance. The Govern- which forecast the War, and dozens of other things, which have since come true in detail But such fore- ment however should dispel the ignorance: not foster it. casting was then anpatriotic; though it is a pity more people at the top did not take notice, and indulge in a little rather obvious forward-thinking also. The fact in that the only way to make existing VOLUNTARY war loans safe is to resort to COMPULSORY war loans immediately. And les not Congress think that it is being honest with the public merely by piously TALKING in favor of inflationary controls and then either (a) passing the buck to the President, or (b) impiraly VOTING The Government therefore should immediately prepare the public mind for the all-round down anti-inflation measures. Does if not smack of political subterfuge? financial burdens which are immediately necessary if wild inflation in to be avoided. And the White House and WLB should give up pretending that the wages of work- This is a pretty hot remark and may be dangerous to myself, but it in written on the day (September ers or farmers "should" be raised parallel with the cost of living IN ORDER TO 24th) when, despite the President's plea for price control, the vote-catching House has voted 284 to 96 in MAINTAIN THE REAL STANDARD OF LIVING. It just cannot be done in this War, favor of still higher farm prices. [Is America to be governed this way perpetually? Il so, what chance of for the simple reason that there will not be enough consumable commodities to go around winning the Was? Or is the House not aware of the Anatomy of Inflation?) to maintain NORMAL standards. Indeed, it might perhaps, be a positively good thing for the nation if one of the small EARLY volun- I repeat I would like to see the American Government come out and quite brazenly and tary was loans failed provided such failure caused Congress to stop voting inflationary measures, and to honestly say that unless the war in financed without borrowing from the commercial banks commenes - realistic and son-inflationary - finance The general bluthing of the public - i.e. by means of compulsory loans instead, there will be an ultimate retail price Inflation ought to be stopped EARLY: otherwise the inflation will soon get UNCONTROLLABLE, eventually - even though Henderson and OPA may be temporarily successful in covering the cancer with their widespread poultices. THE MARKET (Common Stocks: No Hedge) They should also admit that to take voluntary war loan money now is dishonest UN- I should however ndd that even if inflation is allowed to develop at the cumulative rate LESS they are going to finance the war without inflation. of about 10% per annum (in retail prices), common stocks will not necessarily benefit - for corporation taxes would almost certainly riso much faster than retail prices. Therefore, it does not follow that just because you may believe in moderate inflation, you ought there- The extent to which the burden of a war can be passed is future generations, by maans of loans, val fore to go off and buy common etocks as a hedge. discussed in full in Digest 91, Regraded Unclassified 51 My own view is that, in order partially to check inflation, common stocks will be taxe] to the bone (so as to reduce Governmental borrowing), even though such heavy corporation ROAD TO RUIN AND ALL THAT taxation la only a partial check on inflation. I still remain bearish for common stocks. SUMMARY AN ESSAY ON THE ECONOMICS OF INFLATIONARY DEBT 1. Loans from the commercial banks are definitely inflationary. by 2. Louns from the commercial banks are therefore the real inflation disease of América MAJOR L. L. B. ANGAS (due, of course, to the War). Digest 100 3. Trying to control prices (Mr. Henderson's Department) is only poultice work. The real job is for Mr. Morgenthad's Department to eradicate the financial disease of bank bor- October 5, 1942 rowing - and for Congress to help him. 4. The gist of this Digest is that voluntary war loan subscriptions are safe if and only In this Digest, I am going to talk bluntly about Governmental borrowing in relation to your if the Government does not progressively borrow inflationarily from the commercial banks, stocks and how the national debt will hit you. 5. But it will have to borrow from the commercial banks if voluntary war loan subscrip I shall also show that it is not the SIZE of 4 debt which determines whether if is inflationary- tions do not more than quadruple, or unless current taxes are nearly doubled. but the SOURCE (i.e., who lends). 6. Alternatively, you will have to have compulsory loans. America's Assets 7. And if compulsory loans are not resorted to quickly, voluntary war loan subscriptions Since many people think that the amount of debt a nation can support without inflation are unsafe and will cease. (or deflation) depends on its assets, as well as on its income, let me give you a picture, not my own, of the assets of America. My figures come from page 149 of an unusually able book 8. Inilation will therefore get CUMULATIVELY worse. by Mr. Robert R. Doane entitled, "The Anatomy of American Wealth," published by Harper & Brothers, New York, 1940. This book only costs $2.50: it is remarkably interesting: it 9. Borrowing from the Commercial banks (and inflating the currency) is merely a die- should be owned by every serious investor. lionest way of pretending to the Public that the War does not cost as much as it does. From the 1938 figures which follow, you will see that America has two sorta of assets: 10. And it la not "kind" of the Government to do this - for in the end wild inflation in just "brutal" I. Income-producing $184 has. Can these blunt statements be honestly demied? I challenge you. II. Comfort asseta $204 bas. their ratio being roughly 50/50; and the combined total under $400 bns (which is a sum many people expect the Federal debt to exceed before the present war is over). THE END I should add that since the following figures are based on assessed values, and since assessed values are often double current market values, the figures below especially for comforts are probably an over-statement, not an under-statement: Summary, by Principal Categories, of the Send this Digrat to your Congressman if you think he ought to have a Total Physical Assets of the United States Year 1938 We will send you another copy free. I. Physical assets used for PRODUCTION: Farm business buildings $ 4,000,000,000 Farm equipment including livestock 9,000,000,000 Farm land 26,000,000,000 Industrial and commercial building 84,000,000,000 Industrial equipment 20,000,000,000 Industrial and commercial land 20,000,000,000 Railroad buildings including tracks 13,000,000,000 Railroad equipment 5,000,000,000 Railroad land 2,000,000,000 Utilities buildings 13,000,000,000 Utilities equipment 7,000,000,000 Utilities land 3,000,000,000 Stocks of goods 11,000,000,000 The Angas Digesta Stock Selection Letters fatured as market conditions warrant. Angee Wire Service Fritten Mid-weekly by Mr. M. Rich, Gold and silver coin and bullion 17,000,000,000 Minimum-fitteen per calendar year. High speed condenation of opinion name specific unes le buy or sell 12, é and 2 mos. #25, #15 and # at inportant points in the market 12, 6 and 3 mas. 850, 830 and are 12, 6 and J mon-125, #15 and $10 Total physical asseta used for production $154,000,000,000 Portfolios Managed-$800 minimum Single Consultations $100 Major L L B. ANGAS, Investment Consultant, 570 Lexington Avenue, New York - 1 - 8 Regraded Unclassified 52 II. Physical asseta used primarily for COMPORT: Farm dwellings $ 5,000,000,000 Indeed, as I showed in Digest 91, the rich are for the most part taxed to pay the inter- Nonfarm residential buildings 44,000,000,000 est on war loans which they or their fathers previously subscribed, hoping (I imagine) that Nonfarm residential land 48,000,000,000 the poor, and not they or their own sons, would be taxed to pay the interest in future due- 28,000,000,000 ades. (But, actually, the capitalist classes usually got taxed to pay their own interest, ao Public tax-exempt buildings Public tax-exempt land 18,000,000,000 that in the long run the loans are virtually free of interest. And this phenomenon obviously 5,000,000,000 makes common sense, for clearly a nation does pay its own interest on its own Internal Motor vehicles debt unless it can make foreign nations pay!) (And it does not much matter whether the Ships of U. 8. Navy 1,000,000,000 39,000,000,000 War Loans are floated at 1% interest or 10% interest, in the above context) Chattel goods Stocks of goods 16,000,000,000 The Circuit Flow of Monay (Mock Interest) Total physical nameta used for comfort $204,000,000,000 Floating internal national debta is in fact rather an amusing, or should I my tricky, procedure: (it depends on the way your mother brought you up to look at these things!) For if a loan-foating government really intends to tax the capitalist classes to pay the in- Total physical assets in the United States $388,000,000,000 tarest on the capital they put up during a war they darn well ought to say BO bonestly, (End of Deane quotation) and should tell the patriotic lenders outright in advance that they are not "really" going to receive interest at all, although they will get paid interest in terms of money (which money DEBT IS NOT LIMITED BY REAL ASSETS will be subtly and surreptiously taken from their own dear selves, for Mock Interest [). But, To what extent can the above asseta be pledged, and debts superimposed upon them? of course, if & Government did speak like this, they might not get any subscriptions at all. Actually, they are already pledged, theoretically on paper, as to about 60% for the (c). And they could not go on with the war unless they had much higher taxes, or forced loans, lowing was the state of debt in America in 1941: or capital levies--(or wild inflation, which might lead to revolution). 1. Federal debt (direct, and indirect through guarantees and agencies) $ 50 bas. POOR VS. RICH 2. State and local governmenta 20 bas. On the other hand, if the Government honestly intends to tax persons other than those 3. Private long-term debt (including industrial corporations, railroads, etc.) 75 bns. capitalista who originally put up the money, the only people whom they could tax would be 4. Private short-term debta (bank. personal, and instalment loans) 35 bns. the relatively poor which, by the way, is what I am fool enough to think is the general tacit implication behind any war loan that the poor will be taxed to pay off the rich after Total $180 bns. the war is over. But no government that I know of, in our present vote-catching generation, is likely But in the maze of modern finance, debta are not limited to pledgeable assets. For in- to tax the poor to pay off the rich, after a war is over. In fact, just imagine some post-war stance, a government can borrow $50 bns. from its people (on the security of prospective Secretary of the Treasury, or Chancellor of the Exchequer in England, asking Congress, or taxes); and then the owners of the government bonds can go and re-borrow say $80 bns. the Commons, to impose (openly or surreptitiously) a war loan interest tax BO that the loan against them-and with the proceeds buy fixed assets. And then they can go and borrow abarks of the previous war (formerly patriotic voluntary subscribers) could be paid their against the fixed assets, issuing bonds as financial photographa. And then somebody else pound of fleah with promised regularity instead of having that pound of flesh lopped off can go and borrow against the bonds. Thus, debts can be pyramided, while assets remain their own foul bodies. (Why lop it off the bodies of the relatively poor voters, instead?) fixed. And debt can quite well exceed total assets. (And the joke of it is that people (not Of course, the rich will pay their own interest as long of democracy And V it is no, irrationally) regard their pyramided debt-certificates as assets, and as part of their "wealth" why not say not -which leade to a lot of double counting!) The Naughty Trick of Subsequent Inflation Or, if you do not like the above illustration, take a family of four children (not the Incidentally, you can of course equally deceive or swindle war loan holders by eventual- Crusoe Family, this time), each of whom has $1,000 worth of tangible asseta, while the father by inflating the currency and raising the general price level, say 5 times, so as to make the has no fixed assets but $1,000 in cash. The eldest son can borrow $1,000 from his father to real burden of the old monetary debt only 1/5th of what it was originally. But that again buy the assets of the second son (Loan 1). And then the second son can lend the money to is even naughtier, particularly if you do it deliberately. the third som (Loan 2), who pays it over to the fourth son, say for work done. And the N.B. Raising the price level 5 times tends to increase the national monetary income 5 fourth sun can lend it back to the father (Loan 8), just because he likes him and/or trusts times also, DO that old percentage rates of taxés will bring in 5 times as much money, and him. And the father can re-lend the same money once again say to the second son (Loan 4), make the service of old debta only 1/5th as heavy really. And the second aon can lend it to the third (Loan 5). And so the re-lending, or debt-creat- ing process, can spiral upwards until at last the monetary debt, on paper, vastly axceeds the Pay, Pay, Pay Again (The 1917 Conservion Loan) total market value of the pledgeable assets. And neither the currency, nor trade, nor profits I do not know if you have ever stopped to think what usually happens to a war loan, need necessarily be either inflated OR deflated by the nice of the debt. or to consider the extent to which nations get into financial messes, as a result of extensive In other words, it is a fallacy to think that the federal, state, and local debt of a coun- government borrowing and of attempts (quite fallacious in theory and practice) to transfer try cannot exceed its asseta (of say only $400 bns). Quite a fallacy! America can easily what should be current tax burdens to future generations. support an internal debt of $1,000 bns. on paper without either industry or life stopping, Take the tragically amusing example of the 4% war loan of $570 mns of 1917, maturing or without the currency necessarily being inflated, or trade deflated! in 1947. This 4% war loan is now 25 years old. Therefore already $570 mns or 100% has been paid in interest upon it, and yet the war loan still remains unpaid. Nor is there any The Cost of the War will not Stop it. chance of it being paid off for many decades to come except with the proceeda of another By the end of the War, it in expected that the national debt will rise to $400 bns. (assum- government loan. Not a chance unless there in a wild inflation first which would la tan- ing no further inflation, in which case it would be more), BO that everything in America, on tamount to constructive default. an average, would be pledged. And if this present war raises the American national debt to $300 bas (or $400 bas), as But it is worth remembering that the annual national income of the United States in some suggest, then, over the next 25 years if the $300 bns suffers the name experience as the about $120 bna. derived (at one or more removes) (with much double counting) from rev- 1917 War Loan, the American public will by then have paid in interest $300 bna*; and yet enue-producing asseta of $168 bns. (Doane's figures). the debt will still be outstanding. Meanwhile the public will be taxed each year sufficiently Hence If the service of B debt of $400 bna only coats 4% per annum, the service charges to pay itall, most of the taxes probably falling on the original subscribere or their heirs will only amount to $16 bns which is only about 15% of the current national income of $120 and successors! bna which does not make the national debt of $400 bos per se insupportable-particularly If the debt in all beld internally (no foreign loans), and the public are taxed to pay them- Unless by luck the interest can be kept at 234% (which will be impossible if inflation selves, as in fact they rather amusingly are, develops). 2 - 8 CASE II: INFLATIONARY BORROWING 53 As regards the 1917 War Loan, the point in this:- By the time it is eventually (and really) paid off, except by conversions, the public will probably have parted with three times On the other hand, if the Government only borrows my $12 bns a year from the public, and only taxes to the tune of $24 bna a year, then, (if total war expenditure in at the rate of the amount of the money (and real resources) that they aequired as a result of the original $78 bna o year), the remaining $42 has will have to be borrowed inflationarily from the Com- loan. And it will have been a mighty expensive transaction for the public if there is such mercial Banks. a thing as "the publie." Indeed, it would probably have been much better to have had a forced loan or extra taxes way back in 1917, instead of going to all the expense and bother The financial results would then be as follows: of collecting taxes and paying quarterly interest over several decades just for the missing of "making the War popular" in 1917. Bona Fide Growth in Growth in As regards the bluff:- It in quite okay if the rich are told honestly in advance that they Taxes Loans Bank Money National Debt will probably be involuntarily taxed to pay the interest on their own voluntary loans (as they 1st year $24 bns. $12 bns. $40 bna. $52 bns. have been). But if, instead of taxing the relatively poor to pay the interest (as is tacitly 2nd your 24 12 40 52 rather implied by all loans from the rich when they are floated), the rich are taxed instead, 3rd year 24 12 40 52 the rich have been merely swindled by a verbal ruse, and the nation as a whole is burdened 4th year 24 12 40 52 with the extra expense of keeping all the accounts relating to the Loans throughout their 5th year 24 12 40 52 whole life. It is a funny business: and yet normal in most countries - and only Justified on the principle (if it is a principle) that if the people as a whole prefer evasiveness to direct- $200 $260 ness, then it is the duty of any "democratic" government to give it to them (and bluff them)| The important factor is WHO LENDS not THE SUM itself Thus, if the total spendable money of the country, before the war, was only $40 bea., There is of course no great objection to a government doing this, i.e., borrowing from the rise in bank deposits of $200 bns would constitute a 500% inflation - which, despite all one part of the public to pay another part (or itself), if the borrowing is of a non-inflationary the Hendersons in the world, would probably cause the development of black marketa and nature, i.e., if it in out of the bona fide savings of the public and not from the commercial runaway prices. (See especially Note 5, which follows). banks. But borrowing from the commercial banks is highly inflationary, as Digest 101 will show, and is almost as bad as printing paper money. From the above two tables, it will be seen that, although in both casos the national debt In other words, it is not the AMOUNT of the borrowing which matters so much was increased sixfold, in the first case, money (the bank monetary purchasing power) was as the SOURCE of the borrowing. And it does not much matter if a country has an in- only increased 10%; whereas, in the second place, it was increased 500%. And it is the second ternally raised national debt of several times its national income, like England has, if the case which the American Government has to guard against, in this War. America in fact source of the borrowing is not, and was not, inflationary. must make her tough choice. The following two tables show how the national debt can be doubled or trebled either (I) without resort to noticeable inflation; or (II) by violently inflationary measures: NOTES ON THE ABOVE TWO "CASES" Skip the first four Notes, unless you are "an economist" CASE I: NON-INFLATIONARY BORROWING Assume that a government starts a war with a national debt of $40 bns. 1. Savings Bank Deposits:- Borrowing deposits from the Savings banks, as distinct from Assume also that it requires $78 bna annually for war purposes, and that it raises only the Commercial banks, is ant inflationary, since the money which the Savings banks invest in War Bonds $24 bns by taxation, Thus, $54 bns will have to be raised annually by loans. merely constitutes the bona fide savings of the public and already appears largely in the deposit-6gures So as to prime the war pump a little, let us permit our imaginary government, at the of the Commercial banks or the Reserve banks. outset, to borrow several billions (say $4 bna) inflationarily from the Commercial banks to finance preliminary war purchases. (But once only/] 2. Time Deposits:- Time Deposits within the Commercial Banks are not really part of Thereafter let it cease inflationary borrowing from the Commercial banks, and borrow the immediately spendable "money supply": but are, strictly speaking, merely loans by depositors to the the rest (by forced and voluntary loans) from the public only. Commercial banks. They are thus rather similar in nature to deposits in the Savings banks even though Under the above premise i.e., $4 bna being borrowed initially from the Commercial they can in most cases be switched at short notice into current accounts, whereupen they do become part banks, and $52 bns borrowed from the public annually thereafter, the national debt would of the total spendable monetary supply. (But of course there are mongrel borderline cases) rise as follows: But if the Commercial banks (as distinct from the Time-depositors) lend part of what they mentally Increase in regard 4a Time Deposits to the Government, new Demand Deposits are created (as will be shown in Digest Forced Loans Govt. Debt 101), and the monetary supply is thereby inflated. Initial bank debt inflation 1st year $ 4 bns. 3. Privately Hoarded Bank Money:- Many people keep money idle in their banks as a $52 bns. store of value, in addition to the amounts they keep on deposit as a medium of exchange. If the Govern- 2nd year 52 bna. 52 52 ment borrows these boarded deposits from the Public, the statistical volume of purchasing media is NOT Ord year 52 52 thereby inflated.* 4th year 52 5th your 52 52 52 Bet if the idle money has been hearded in the banks for some years by customers, the effect of Gav- cramental borrowing thereof (direct from customers) it jest as inflationary in prodice, 44 if the Govern- $200 boau $266 box. ment borrowed direct from the backs for the money which was previously hoarded begins to circulate again WITH VELOCITY, and its pradical effect is the same as if a new addition had been made to the supply. In fact, a Government does not avoid inflationary influences (as distinct from statistical inflation) The net result is that, although the national debt has increased by $264 bna, only $4 by borrowing from the public money which for A long time has been kept idle and hoarded by them in the bns. thereof is of an Inflationary nature; and neither the bank deposits nor the legal tender banks, paper money of the country are increased (above $4 bns extra). Money is taken (syphoned) away from the public almost as fast as it in paid out in war expenditure. Neither quantitative inflation, nor an Inflationary Gap, develope. The debt If the banks land hourded deposita, statistical inflation does secur: for the new hank loans lead lo the cre- per - is neither inflationary NOR deflationary! alion of new (so-called) deposite. See Dignt 103 for a full discussion of this qualion of "the creation" of not o-called bank "depate" Regraded 54 4. Note Inflation:- In countries which have not developed - widespread bank deposit буь tem of making payments (check currency), as inflation of the total paper note supply is I good statistical MAGNITUDES OF PROSPECTIVE INFLATION? messure of total monetary inflation. But in America or England, the amount of paper ontes (billa) in pub- The first quastion to arise is what percentage of existing national money would $40 bus, lie circulation outside the banks may signify deflationary influences, rather then inflationary influences. year represent. L Cash (paper bills) outside Treasury and the P.R. banks For instance, today much of the increase in notes outside the banks (from $6 bas. in 1938 to 313 bas. today) in U.S.A. is is due, not to fear of maney, but to fear of other things. For instance, some people rather stupidly fear $13 bos. П. Since Time Deposita are not immediately spendable that the banks may fail again, as in 1932: therefore they heard notes, instead of keeping their fiquid funds money, they don't count within the banks. Others, fearing capital levies eventually, or the "freezing" of surples deposits, hourd 0 notes in strong boxes and alsewhere. And probably only - small part of the increase since 1938 is due to III. The Net Demand Deposita of the 101 cities' reporting member banks are people holding more maney for till meary, pocket money, and wage-paying purposes (doe le higher prices 27 box. IV. The Net Demand Deposita of the other non-reporting or a larger scale of general business). member banks are say 10 bns. In America today the printing (and use) of notes is a result rather than a cause of other inflationary TOTAL SPENDABLE MONEY OF THE COUNTRY (or deflationary) factors. 50 bns. (or loss) Thus, $42 bna. represents over 80% of America's existing spendable money, which means 5. Cumulative Runsway Influences:- la case IT above (Inflationary Bank Borrowing), that if the war lasta four years without commodity prices rising, and with the same I illustrated my argument by showing (in the table) how the bank deposits of Americá might be inflated volume of war effort as that adumbrated above (78 bns. a year) the country's money will 500% within five years if the Government persisted in inflationary bank finance. Bet I ought to add be inflated over 800% before the 4-year war ends. And I doubt if all the Hendersons in that although, as regards the third, fourth, and 6fth years, I assumed (in my table) that Government is the world could prevent a commodity inflation from ensuing - under such conditions! penditure would remain stationary at $78 bas, this of course would not be the case: for such wild infle- In other words, If wartime inflation is to be avoided, under the presently planned war tion of total bank purchasing power would, as stated, largely nullify effects towards individual price 190- effort, you have got to have much higher taxes, or forced loans, or both! trol; and Government expenditures would Increase with prices - thus, leuding is still more borrowing And I myself, though I hate being taxed, am much more in favor of forced loans, and from the Commercial banks: and still higher prices: and still heavier borrowing, in as ever rising cumu- higher income taxes, and/or sales taxes, THAN inflation. For don't forget that inflation is lative upward spiral. just as much of a tax as are Income taxes. All this time explained in Digest 91. It would constitute, in a somewhat lesser degree, the same sort of cumulative uncontrolled inflation as occurred in Europe after the last War. But more will be said on this question of a cumulative runaway And as far as I can see, no practical ellent of mine can expect the country or himself to inflation in my next Digest. I agree it is "not very likely" in the United States; but it is certainly "quite get through the war without seeing his taxes almost doubled, over and above the current possible," and aught to be discussed; for I can certainly envisage a 1000% inflation in U.S.A. if Case II 1942 levels UNLESS the Government imposes forced loans, the interest on which will (continued government borrowing from the banks) is allowed to continue unchecked, as today. be collected by the tax-gatherer largely from the subscribers themselves, - which virtually turns the so-called forced loans back into time-spaced taxes, for the conscripted londers won't 6. Bank Reserves:- I ought also perhaps to add that, if a Government cumulatively persists get interest at all, "except on paper." The forced loans will turn out to be capital levies - in financing its was deficits with inflationary bank loans, it will have to resort to various ruses so as to pro- often bigger than an individual's total annual income! vide the lending banks with adequate legal cash reserves. But this is not A restraining policy in America Indeed, if national taxation (or levies) as a whole are gong to be doubled, some groupe today, as the Government can, merely by decree, say that the banks need not hold such large reserves - on the principle of graduated taxes will pay more than 100% extra, while others will with the Reserve banks: and it can similarly permit the Reserve backs to hold fewer gold certificates pay somewhat less. The outlook for the rich is therefore just terrible unless there la going There is in fact nothing, except Governmental wisdom, to prevent a wild reneway inflation in America to be an inflation. And yet during an inflation, the rich rarely escape for inflations usually the possibilities of which will be discussed further in Digest 101, lead to semi-revolutions, in which they lose everything (see Digest 97). Expect your standard of living to fall by one-half or two-thirds! WILD INFLATION - UNLESS Let us DOW return to the barter aspects of the present American war effort. As was shown CAN CORPORATIONS PAY SUCH TAXES? In Digest 99, if the country in going to devote two-thirds of its human and machinery effort It may however be suggested, as a counter-argument to the above pessimism, that al- to the War, obviously the country, taken as a whole, will have to live on what the other third most all corporations, except the Rails, are already running short of cash (working espital), produces. since more working capital in required for the increased war effort. And that if the Govern- ment neizea more in taxes, dividends will have to be cut (to start with), which in precisely what This, I admit, is certainly not maying that the average standard of living must fall the full I forecast; and that later the corporations will have to borrow working capital from the Gov- 66% for the extra work done by both men and women during the war sends up the total ernment (RFC) to pay the taxes to the Government or so as to raise extra working capi- output BO that probably the AVERAGE standard of living only falls by my 20% or 80% tal which is practically the same thing. In other words, the companies will get in hoek to the Government, and the Government indirectly will be merely paying its own taxes! But from the point of view of war finance - if the whole of the war is financed BY TAX- Sure, it will - to some extent. But that does not mean the end of the world. For it ATION AND FORCED LOANS ALONE - certainly taxes and forced loans combined will does not completely ruin a corporation, or a country, if companies do get in hock in a na- have to be two-thirds of the (increased) monetary national income. And there just ain't tional crisis (either a war erisis or cyclical slump). It is unpleasant, of course. But it la DO getting away from It. better than wild inflation. And before this war is over, I personally expect a great many companies to be borrowing from the Government in order to pay taxes and/or to gut sufficient I repeat that if two-thirds of the nation's men, women and machines are going to be working capital whichever way you like to word it. devoted to war-affort, (in terms of barter or ml things), taxes phus bona ôde loans (forced or otherwise) must equal two-thirds of the national Insume (monetury) IF inflation to DIVIDENDS WILL BE HALVED. (THE DOW IS TOO HIGH) to be avoidad. But dividende will, for the most part, be cul first. And since during wartime the size of dividends does not affect the incentive of either the managers or the workers (as I have said And if the beloved public won't lend more than $12 bns a year voluntarily, and if the war a hundred times), it is not much worth adducing the usual argument that "under espitalism, is to cost $78 bas. a year, and if federal taxes don't exceed $24 bns. a year, then there will there must be profite BO as to provide incentives, and to attract new capital." have to be an inflationary borrowing, or note printing, of $40 bas. a year, (i.e., $78 bns. -$36 bas). If the Government puta up the DEW capital, that solves one problem. And if the mana- gere, as distinct from the shareholders, are kept sweet, that solves another. I hope it won't happen. But if the current sloppy method, and scale, of war finance is And that is what I expect will be done, (It ought to be donel), if the war is to be financed continued, it definitely will;- to let us 500 to what extent prices "might" got inflated If the on a non-inflationary basis. current Dotisense continues. e Regraded Stockholdere were able to endure a period of low, or no, dividends in the peacetime slump of 1932. They can equally endure it for a few years in wartime, for Uncle Bam's sake, Oh, 55 yes, this war will ruín lots of families, and make the old age of many most unpalatable. But old-age peruions can alleviate the situation so that no one will starve as distinct from suffer. "MONETARY CHAOS Happening Here" But, first, I envisage sharp cuttings of dividends, below current levels, if the war is to be financed WITHOUT wild inflation. And this, I believe, will transpire to be (already ia) the Government's policy. AN ESSAY ON THE FLASH POINT, AND RUNAWAY PHASES, OF INFLATION How Companies will be Squeezed Dry by The likely Governmental argument will be that the corporations have capacity to pay: MAJOR L. L. B. ANGAS that they are owned for the most part by the relatively rich: that stockholdere have no organized political lobby: and that, before you can (or try to) get real wages down, it seems Digest 102 politically essential to be able to asure the workers that the stockholders have suffered dis- astrously first, and that the companies which employ them cannot afford to pay their workers October 13th, 1942 higher wages to meet either their higher taxes or higher costs of living, We therefore argue that companies will suffer much more than they have already suf- Security "thoughts" are numbered 90 to 112 for future reference. fered, even though many say that corporation taxation has reached its practical limits and will soon reach the stage of diminishing returns. (I just do not agree.) BENEVOLENCE IS THE FATHER OF INFLATION SUMMARY The whole matter of war finance can be summed up as follows: If the war effort in to 90. In recent Dignsta, I have shown how inflation can, and ought to, be stopped. But be on the scale now projected, and if voluntary savings will not be at a pace greater than $12 that does not follow that it will be stopped, for Washington may prove to be too weak its bns. a year, THEN you have either got to have (a) an inflation of about $40 bns a year, or weakness resulting from a desire to be kind and not to treat different (voting) groupe harshly. nearly 100% per annum; or alternatively (b) an increase in taxes or forced loans to double the In fact, as I showed in page 8 of Digest 95, the early phases of runaway inflation almost al- current annual tax scale. See page 6 of this Digest. ways result from 6 continued succession of attempta to be generous and "reasonable" on the And it in the latter which I forecast- corporations suffering especially: with heavily cut dividends: sharp falls in stocks: and the Dow standing well below 80. part of a Government which is anxious to please (and afraid to annoy). Benevolence in fact is the father of inflation, (although I ought perhape to add vote-catching as well). Why Gamble (foolishly) on Government Wisdom? (An Answer) WHAT HITLER WANTS You may of course wonder why, with & "possible" commodity-price inflation of 1,000% and with the Dow already down to around 100, I do not turn bullish, or partially bullish, - What Hitler wants more than anything else in America in internal economic and finan- na the off chance that the Government will not have the furtitude, nor the public the patri- cial chaos, and a disgruntled populace no longer interested in the War. AB his agents and sym- otie endurance, to stand the scale of taxation and forced loans which I suggest ALE being "ex sential" in order to avoid wild inflation. pathizers are therefore anxious to foster inflation, and a failure of its controls. And Hitler is rather helped in this matter, for anyone today who writes (anything more) about inflation is considered in the class of a crashing club bore. But that does not get rid of the problem. You may in fact ask me why I do not expect that Congress will, as usual, adopt half- hearted measures, too little, and too late, with the implied result that even though taxes may be considerably higher, und some forced loans (of a sort) imposed that there will not Moreover, since the inflation wolf has been called by everybody for eight years [ever also be "eome" inflation, though perhaps not to the tune of 1,00%, since Roosevelt deliberately adopted B (quite reasonable) policy of priming the pump after the previous (unreasonable) Hoover deflation] must people turn a dest ear to those who At first eight, such a suggestion seems pretty reasonable; und, to tell the truth, I per- still cry wolf, and accuse them (Goebbels smiling!) of suffering from inflatio-phobia. sonally am rather afraid of Congress adopting half measures and doing too little, too late, "in order to keep their voters sweet, and the War fairly popular." Two other popular Hitler-pleasing fallacies are that America cannot suffer violent in- flation (A) because of the aise of her gold reserves, and (B) because of her huge productive But my counter-argument against recommending common stocks now is that even if capacity. But if, for physical reasons, production cannot be increased more than 100% considerable further bank-deposit inflation is resorted to, and even if commodity prices do then, if bank deposita are inflated say 1,000% (10 times), you can get prices going up at least wriggle away from Henderson and rise perhaps 100% that even so, equity common stock- 600%. And unfortunately, as this particular Digest will show, violent inflation, when once holders will, in the interim, be BO heavily taxed that their dividends will fall to a half or less, It geta under way, tenda rapidly to become cumulative so that the people who originally and that the Dow-Jones Index will fall similarly. cried wolf, should really have cried wolves (in the plural). And the idea that the fact that a country has huge gold reserves in any way limite an inflation is (if anything) just the reverse (And here I ought perhaps to remind you of the possibility of directors cutting dividends of true. It tenda, if anything, to stimulate it. extra working capital. See Digest 90.] over and above the needa for extra taxation, solely to provide their busy war companies with America unfortunately is already well on her way towards uncontrollable inflation. There- fore, at the risk of being a club bore, I am going to let off some further fireworks on the subject. (Oh yes, you had better read the rest of this Digest for it will be vitally important to your fam- dy fortune i/, after this War, prices do not come down again (os they have done after all past Amer- THE END ican Ward], but stay up several hundred per cent da they did in France in the Twenties where they TIM 800% relapeed to plus 500% and then stayed more or less stationary. Sure, my dear Reader, it can happen here. The Anges Digesta Insued en market conditions werrent, Stock Selection Leurn DEFINITIONS (FOR CLUB BORES) rites Mid-weldy by Mr. M. Rich, Angas Wire Service per valender your. 12, 6 and a - #15 and all name specific una la day or sell High speed condensation al apinion 12, o and 3 the and are of important printy in the nurket 91. Inflation is an annoying word since it has so many different meanings. You can Portfolios Manage!-$300 minimum 12, 5 and J nu-125, BLS al #20 Single Consultations get inflation of gold-money without having inflation of bank deposits; inflation of bank de- Major L L B. ANGAS, Investment Consultant, 570 Lexington Avenue, $100 New York posita without having inflation of prices (or gold): inflation of Velocity (as in 1929) without having (much) inflation of money: inflation of stocks without inflation of any sort of money; - 8 1 Regraded Unclassified 5 and inflation of commodity prices and Inventories, without having inflation of stocks. And 97. Of course, during Phase III, each man (on an average) may and will setually have ao you might go on. (and need) many more units of money (in order to command only one car) than be originally used to hold when be habitually used to "command" two care with money, (which make this Most people, however including myself, differentiate sharply between the inflation of whole subject rather irritating and subtle to discuss). But in Germany in 1923, when money money and the inflation of commodity prices, - since there is normally a wide Time Las was quantitatively inflated by 566 quintillions (which means 15 noughts on the end of 566), which is vitally important. In fact, price inflation usually develope in three phases; [and the REAL purchasing power of the TOTAL money in existence (at the end of the finaco) America today would, I think, already be passing from the second into the third, or astron- was only one-seventh of the "real" purchasing power which it (the total quantity) had prior omical phase IF it were not for various price controls and restrictive governmental policies) to the inflation. Hans and Frits did their very best not to hold money for more than a for minutes 80 as to avoid the hidden tax! They "velocitated" it fast, foreing up prices "laster" than money rose. Buch is the nature of Velocity-Inflation and 8 general flight from money. PART 1. THE THREE PHASES OF INFLATION CUMULATIVE FORCES 92. As regards the speed of price inflation:- Do not think that the rise in prices usually keepe exactly parallel and proportionate to any rise in the quantity of money. There are 98. The development of this economy of "real" monetary purchasing power (on the three habitual time-laga, or phases. part of the public) in, however, very bad luck on a semi-bankrupt Government; for, whereas on the first injection of my a billion new units of inflationary money which, for the sake i. To start with, prices usually lag behind money. of this argument, we will assume was worth (in real purchasing power) one-twentieth of the ii. Later, they eatch up and move roughly parallel; and previously existing total quantity of money, - the Government was able to obtain (without u. Finally, they move very much faster than the quantity of money. honest taxation) my one billion unita of "real" wealth or usable resources merely by in- flating money 6% The reasons are these:- the fact in that if, at a later date, the public have got wise to the swindle, and, by PHASE I (The Pleasant Lag) ("Harmless" Stimulation) their actions, have reduced the REAL purchasing power of the total money in existence by say one-half, the Government, by again inflating the then already inflated supply of money 93. To start with, nobody notices the quantitative inflation except a few fussy econo- by another 5% will only get HALF as much REAL value in terms of usable resources. mists, like Professor Kommerer (and myself), and the Government "geta away with" quite a They will in fact have to inflate 10% to get command of the same amount of real resources lot of inflationary borrowing from the banks, or printing-press wickedness, before retail prices as on the first injection! The dissase - resulting from unbalanced budgeta - is cumulative. get marked up at all. In fact, prices usually only begin to rise when factories and mines at Tast become ao Jully employed, and delivery becomes so difficult, that they capture bargaining Runaway Tendencies. The Volcanic Phase power from the consumer and are able to raise prices. Until this has occurred, and until in- ventories have fallen, business men are rarely able to raise prices. Competition prevente it 99. And the and joke of it is that, if in the meantime commodity prices have doubled, to start with. Hence, the initial delay, or lag, between money and prices in Phase 1. (And the Government will have to inflate 4 bn. money dollare to obtain what it ORIGINALLY during the pleasant and profitable stages of Phase 1, all long-run economista, like obtained, in terms of usable goods, by inflating only $1 bo. That is why inflation, on the port Mr. Kemmerer, are said to have lost sight of realities, and to talk antiquated nonsense.) of any Government which cannot balance its budget, ALMOST ALWAYS Decomes cumulative and steps up its speed in the later phoses. Not only does the Government have to print (or Everyone enjoye these "apparently harmless" stages of inflation. Nobody has any bead- borrow from the banks) more and more inflationary dollars as prices progressively rise; but, achos (yet). The world, in fact, ballucinates happily. in proportion as the public get wise to the inflationary tax on money, [and in consequence acts in such a way as to reduce the REAL value of the total amount of money in existence (see Thought 96)), so does the Government have to issue still more dollars in order to levy or PHASE II (Parallel Movements) THE FLASH POINT "steal" surreptioualy from the holders-of-money any previously determined (or wanted) amount of REAL resources, or value. 94. But as soon as factories become FULLY EMPLOYED, and producers have esp- And there you have the inflation picture which is (possibly) (i.e. other things equal) tured BARGAINING POWER from consumers, i.e., when competition becomes unimpor- on its way in America. It in perfectly capable of becoming astronomical especially if more tant, up prices go probably just as fast as money is cumulatively influted. (The good old bad people, like me, write more good articles, like this, strict Quantity Theory of Money at last seeme to work!) This in the FLASH-POINT. (Actually the purpose of this article is to urge presention, and controls!) Then comme giddy Phase III. Some Comments on "Sequences" Phase III (Prices PASTER Than Money) (Due to Velocity Inflation) There are however certain minor aspects of the above "cormal" B-phase Inflation Cycle which require further elaboration. So please let me go back a little. 95. By this time, the public usually gets wise to the fact that an uncontrollable, or only half-controlled, inflation is in full swing; and anybody who holds paper money or idle bank PHASE I. THE HONEYMOON (Something for Nothing Apparently) money, or who owns contracts in terms of money, tenda to try to get rid of them. He tries to get out of money-values into commodities. (That was the invariable experience of Europe 100. Às regards PHASE I, i.e., the augmentation of money without it (yet) increasing in the Twenties.) prices, note this, concerning the sequence of events: 96. The net result of this attempt at economie self-preservation, in that & man who A War government, by artificially augmenting the total volume of money (by printing- might normally keep idle (in his bank) an amount of money equivalent in purchasing power prom methods, or by borrowing bank deposits), injects the new monetary purchasing power to my two automobiles, might, in order to avoid the hidden tax on idle money, try to reduce into general circulation. It gets, as already said, real values (guns) in exchange for the new his boldings thereof to the equivalent in real purchasing power of only 000 automobile. He inflationary money. The sellere of the guns then go off and buy "butter"; and this causes tries to avoid the depreciating last, namely, money! a boom in the butter industries - and makes the inflationary policy of the Government highly popular with the average not-greatly-thinking business man and worker, - who often does prices still more - even faster than money is quantitatively inflated. That is go giddy Phase Hence if everybody is trying to get rid of money into commodities up commodity not look very far abead, and usually prefers a bird in the hand to two in the bush. The pump in thus primed: business prospers: proñte rise: the Dow Index rises. And everyone enjoys III. The High-Velocity phase: The Flight from Money! the first few stimulating cocktails! (And they sig that MONETARY inflution does no damagel). - 2 - 8 - Regraded Unclassified IRRATIONAL BEHAVIOR 107. Then, at last it is seen that the supply of money bas already exceeded the poten- tial output of gooda (quite regardless of extra bugbears, like lack of imports and war-caused 101. But then begins the birth of beadaches. A lot of orthodox financiers point out searcities). Competition to buy and hoard butter-producta (all consumable) ensues. Manu- that the next phase will be higher caxes, particularly taxes 00 corporations, and on the high facturers, middlemen, and consumers, obeying the Law of the Rising Market, all try to in- income brackets. All financially-illiterate conservatives in consequence become rather pes- crease their inventories, either in the hope of, or fear of, rising prices. Inflation of priors has simistic, and, fearing the future, start following their old rules of behavior (when frightened) at last "arrived,"-bocause of inflation of the quantity of money-particularly, bank depos- they increase their liquid resources, or as economista call it, sugment their liquidity-demand its which are "created" when the Government borrows from the commercial banks- for money, IME a fear-inspired store of value. For a commercial bank does not un-creale the power of its existing depositors to draw checks schen it lenda those self-same deposita to the Government. In other words, I disagree with the Wall BELIEVE IT OR NOT! Street Journal leader-writere scho say that the banks CANNOT create bank money by their loans. Eccles knows they CANI And my own family once made a fortune out of a. But more of this also in another Digest. But let as get back to our moutons, 102. This augmentation of fear among (financially illiterate) conservatives, arising out of distiko of bad government finance, in a most amusing phenomenon; for the fun of it is that THE NATURE OF THE (TAX) SWINDLE in 40 far as the mouse-bearted conservatives take money (bank deposits) out of general cir- culation and hoard it in the banks (when they ought theoretically to be dishoarding money), 108. As regards the Government: By every additional inflation of muney it gains possession of resources, at current prices, and thus avoids ordinary taxation. But the tax- they automatically increase the total so-called "Iiquidity-demand" for money, (i.e., the store- ution is there nevertheless. And the people who suffer, though with a time lag, are the ex- of-value-part of total demand, as distinct from the medium-of-exchange part) at the same time os the Government is wickedly augmenting the supply thus, to a large extent stultifying the isting owners of money including bank deposita for it depreciates in real purchasing practical effect (on prices) of the wicked quantitative inflation! power. All owners of paper credits, insurance policies, annuities, long-term debta in fact, all creditors, also suffer for they get paid back eventually, in terms of real wealth, much less purchasing-power-over-real-wealth than they originally expected. 103. So the lucky though "vicious" little Government geta away scot free with its in- flation for a while,-owing to the "stupid" nervousness of the financially illiterate rich - A Fool of a Tax which, incidentally, enables many (financially illiterate) Government spokeamen to say, 109. But unfortunately, the Government does not get the whole of the REAL purchas- "Look, we prime the pump, without inflating prices! Who cares a hoot for the national Ing power that the wide galaxy of aufferers are surreptiously done out of. Debtors usually debt: raising it does good, not harm: let us therefore go on with the good non-vote-loaing reap a windfull for, at the end of so inflation it perhape requires the sale of only one bushel work." of wheat to pay off a money mortagage which the debtor (say the farmer), and the lender, originally anticipated would require the equivalent of five bushels of wheat. Debtors posi- 104. What I want to emphasize, is that if a Government, accidentally or deliberately, tively benefit, for a while. (That's why farmers in all countries, who ghoul-like hope to pro- creates enough FEAR among the (Anancially illiterate) relatively rich, it can get away with fiteer at the expense of rentiers, trust-fund widowa, hospitals, and pensionera, are usually a vast amount of quantitative inflation without the inflation actually "catching" since it ardent inflationista and soft-money men.) can augment the store-of-value demand for money almust as fast as, or even faster than, it inflates the quantitative supply,-an amusing facet of the Law of Supply and Demand, The Infletion-Taz does more Harm than the Other taxes it Feebly Shirks which can (temporarily) prevent a progressive augmentation of supply from depressing BE- 110. From the above remarks it will be seen that although inflation is a hidden Tax change value (and raising prices) for quite a while-i.e, if one of the two types of Demand which obtains real resources for the government, it also redistributes wealth among the gren- (the Liquidity type, or distinci from the Medium-of-Exchange type) keeps parallel. eral public - farmers usually benefiting: rentiers suffering - but the good fortunes and misfortunes do not cancel out, for this reason:- PHASE II: THE FLASH POINT (VELOCITY REFLATION) The rentiers certainly lose all around; but most of the so-called profiteers suffer from the phenomenon of "False Profits," described in Digest 90; and virtually everybody, except 105. But eventually (if the price level is left uncontrolled) the frightened conservatives a few auper-cunning speculators (say my clients) make real loases out of the inflation. The or "malefactors of great wealth" (as they watch prices gradually rise) begin to feel that they government "catches" them (almost) all around by means of its hidden inflation tax al- have more than snough money idle, and become more and more aware of the cumulative though of course in the 1920's many more people made millions (through understanding In- nature of the quantitative inflation;-with the result that when most factories do at last flation) than will in the 1940's, where the government also has learned how to exploit the become fully employed, and when commodity prices begin to rise rapidly (M distinct from would-be exploiters. It is however a pity that the government can not capture for itself gradually); they not only cease augmenting their hoards, but may also begin positively to all the real losses made by the rentiers, and that a few highly educated economista (and their unload them! clienta) should making a killing, while the simple, the bonest, the sick and the old, are finan- rially "lilled" by the government (if not by the profiteers). 106: Whereupon, (unless prices are controlled by law), the top blows off the volcano, for you then have a dual inflationary factor in force, namely (i) The continued inflation- PART II. ary spending by the Government, and (ii) The disboarding, or re-velocitation of the previ- COLLAPSE OF GOVERNMENT CREDIT ously idle money formerly kept immobile by terrified conservatives. Then, you get your THE GALLOPING PHASE "CATASTROPHE BOOM" real wild inflation, or dual infiation, in the very grand manner. (Velocity plus Quantity.) 111. The story of the three phases of Inflation which I have just given you is bad enough. But in addition to a government having to print more-and-more paper (or bank credit) to Indeed, the longer the catching of inflation in delayed, the worse the eventual blow-off. obtain command of any given amount of real resources (you will remember in Thought 99 we used the illustration of #4 bns. as opposed to an original $1 be.)- the hard-pressed PHASE III: THE UPRUSH government simultaneously runa into A SECONDARY lot of troubles which make its infla- tion all the more painful and all the more cumulative For the-very fact that it is inflating pleasant (wer-time or proce-time) inflationary finance which all the time is a 'real' faz on But les use go back and - what happens to "butter" during this long drawn-out comedy of 80 fast ACTUALLY DRIES UP the bona fide war loans which would normally be forth- coming IF the government were NOT inflating ao fast with the result that it has to in- money, though to any so se (to start with) regarded as out-minded financial nonamee among the younger men in our Brave New World. flate EVEN FASTER. In other words, it has to raise (by more inflation) the real resources which it formerly The gradual pumping of inflationary money into circulation makes the "butter" fac- raised by non-inflationary bona fide loans from the public. (say $12 bos per annum). tories fully employed, and the price of butter (i.e. all consumables eventually) gets aboved up. with In fact, from a market point of view, butter eventually gets positively "searee," (what be butter-hearding, as well as increased consumption), although the output thereof may I shall deal with this problem more fully in a later Digest on prospective interest rates. at an all-time record high. 5 4. Regraded Unclassified 58 It also has difficulties in collecting taxes punctually, for everyone (seeing money depre- ciato fast) does his best to delay paying his own taxes as much as possible hoping to be After that, productive facilities, either abort run or long run, have DO influence in de- 52 able to pay (a few months later) with further-depreciated money. laying wild inflation whatever. From the flash point onwards (Phase II), productive facili- Moreover, since in most countries taxes are paid with a lag of one year, or even more, tim, being at a maximum, can have no more than a faint psychological influence. And if money the old tax money (paid in respect of last year) is worth very little to the government, per- is subsequently inflated several hundred per cent without it being possible to increase produe- hape only a fourth of its previous purchasing power last year-- that the government geta tion any more than by a few per cent annually, you can get all your runaway phases (Phase III), even in a country as rich and productive M America. TREBLY cornered. In fact, such governments usually find they have not enough actual "money" to pay Of course, in so far as a country can increase its production, euch production does tend their postmen, soldiers, sailers, civil servants, etc., - let alone the monetary interest on partially to counteract progressive inflation. But if inflation of money runs five times as the government debt - ao that they go on printing paper money all the faster to meet fast as the expansion of production; inflation wins, and prices start to rise the rise rapidly their immediate wage bills (which may by this time have risen several hundred per cent) gaining cumulative momentum (a) because Velocity increases also; and (b) because bons fide loans to the Government dry up, and the Government has to resort to even more infla- so as to keep government workers sweet, in view of the rapidly rising cost of living! tioo; and (c) because the rise in prices increases the Government's expenses 60 that they have to inflate all the more. IT CAN HAPPEN HERE 112. The above represente, in brief outline, the ultra cumulative or galloping stage of Thus, neither the wealth, nor the gold reserves, of America rule out the possibility of wild inflation HERE at all. In fact, it is already well on ita way. inflation. It almost habitually goes on until the paper money, then current, become com- plately worthless; and some Dew (gold or paper) money in introduced to take the place of Moral of the Story perhaps 1,000 or 1,000,000 units of the old paper money. (In Germany, in 1926 it was & As I showed on page 7 of Digest 100, the outlook for America unless forced loans matter of one new Reichamark taking the place of one billion Hobenzollern Marks.) are resorted to immediately la a prospective inflation of 100% per annum even if prices And it can happen just as easily in America despite all her gold reserves, all her resources, (and the expenses of the Government) do NOT rise because of Mr. Henderson's skill. all her productive skill, all the honest intentions of her government, and all the support which Actually, however, (unless forced loans and higher taxes are resorted to) they WILL the public (including tax payers), and lenders (savers) are willing to give their beloved Uncle rise; and the Government's expenses will rise parallel; which will cause Lbe inflation of bank Sam, particularly in war time. These factors have virtually nothing to do with it. money to become MUCH GREATER than the 100% per annum, adumbrated in Digest 100. What brings it about is the existence of a few unintelligent men AT THE TOP. (And This danger already faces America and if it is not Isced AT ONCE, the home will do not think that unintelligent men do not frequently come to the top, When I was in soon bolt, and inflation will become uncontrollable despite Mr. Henderson, probably in 1948. Germany in 1923, where I had gone to watch, in practice, the wild inflation of the Mark All the business of the Office of Price Administration, in G more bagatalle compared with the (eince monetary problems were then my hobby), Dr. Havenstein, the President of the business of stopping continued borrowing from the Commercial banks. It se up to Congress and Reichsbank, in his honest Ignorance, actually saw fit to state that the wild inflation of the Mr. Morgenthau to cut off the gas: for Mr. Henderson can only apply the brakes (f.e., bandages Mark then occurring (it had just slumped from 100 to the pound sterling to 43,000) was due corr the underlyng inflationary concer). And V Mr. Morgenthau does not cui of the pas, Mr. not to the printing of paper money indeed Dr. Havenstein emphasized that there was a Henderson soill eventually be blown to amitherens. [See Dignst 95 for the step-by-atep argument]. positive abortage of money in the banks (which there was), with short term loan rates then at 18% (subsequently, 106%) but to wicked speculation in the Mark (mainly by foreign- BLIND BELIEFS en) who had been selling the Mark abort abroad, and depressing it on the international ex- Of course, nearly every American you meet, even though live may admit the theoretical changes thereby sending up the cost of all German imports and generally raising the possibility of cumulative runaway inflation, argues that the Americans are really much too German internal price level and setting in motion a wave of speculation in commodities sensible a People to allow such a thing to happen here; and that as soon as there in any sign of within Germany, in consequence. it beginning to happen, the Government will immediately put on the brakee, and the People The poor honest man, - and I honestly believe him to have been just that, for I do will darn well make them. The average American in fact relies on the Government taking not subscribe to the view that Havenatein (or anyone else in Germany) deliberately wrecked suitable action, when necessary. the German Mark (like Lenin deliberately wrecked the Russian currency "so as to produce But that is always the argument put forward in the early stages of every inflation. The revolution") (Leuin said so himself) the poor Doctor, despite his exalted position as head fact remains however that it is behaviour (due to benevolence and/or vote eatching) euch as of the Reichabank, just honestly knew 80 little about the fundamental Theory of Money, is now occurring in Washington i.e., a reluctance to tax sufficiently or to resort to forced and the Anatomy of Inflation, that he just did not know what it was all about. loans when a expensive was is being waged which prevents inflation being stopped in its But of course there are DO such people in America, near the top. Or are theref Cer- early etages (before it la too late). tainly, Mr. Eccite (who is absolutely first class on monetary theory, despite his unpopularity As pages 1 and 7 of Digest 100 showed, the Government is only raining from taxes and in Wall Street and elsewhere) and Mr. Henderson do "know what it is all about". But there non-bank loans about half of the annual War bill of $75 bos. The rest, say $40 bna, looks like are certain other gentlemen in the Financial Press, and in the Farm Boe, and in Wall Street, coming inflationarily from the commercial banks; and since the total spendable money of the who (dare I, a foreigner, say so) either do not know what it is all about OR are definite pub- country is only alightly over $40 bns, the prospective infiation in America is today about lie enemies. 100% per annum. My own view, of course, in that they Just do not know what It is all about and that they (Actually, however, as Section 99 of this Digest has explained, it is quite wrong for me to are NOT conscious public menaces. speak only of "One Hundred Per Cent unnually." For if in the first year (1943) you inflate But the danger nevertheless exista; and certain selfish labor leaders, as well as the self- 100%; you will almost certainly have to inflate much more than 100% in the second year ish Farm and Silver Bloca give me the impression that a few hours monetary study would if the Government is going to pay fur an equal amount of REAL war effort. (Re-read Section not be a particularly bad thing for them (and beloved America). For, as I showed in Digest 99 of this Digest again).] 97, wild currency inflation almost certainly (indeed absolutely certainly) leads to revolu- The trouble is that the danger phase, or flash point, of inflation has already been reached tion and when I say revolution, I mean real revolution, not just strikes, Le., utter chaos in America - both monetarily and paychologically - and yet the Government atill in doing and wide bloodshed. (If you think I exaggerate, re-read Dignet 97.) virtually nothing about it. It plays with the "poultiess" of price control by OPA, when the real inflation dragon in progressive borrowing from the COMMERCAIL banks. In fact, the PRODUCTIVITY (AND GOLD RESERVES) NO GUARANTEE government seems to be virtually planning to borrow from the banks next year (1948) to the At this point, let me answer those who may that America - because of her intrinale tune of about 100% of the total existing monetary purchasing power in the United States. strength, huge national resources, and enormous productive capacity - is not an ordinary subject for wild inflationary influences. [See top of page 7 in Digest 100.] The above prospective inflation will sirtually double the avrage individual bank balance of The argument that productive facilities delay or prevent the maturity of wild inflation everyone in the country before end-10421 is only true up till the point when must factories become fully employed and/or labor becomes Thus, those who argue that as soon as the inflation situation gets dangerous, the American Phases. scarce. In other words, it is only true in the first phase of the above three normal Inflation Government will face up to the situation boldly, are, despite this proud and patriotic feeling already belied by the lacta 6 Regraded Unclassifie I repent, we are in danger of monetary chaos. And unless the Public begin to chase their 59 Congressmen and demand that they, the Public, be made to pay more, the chances are that wild inflation WILL happen here. ADDENDA 1. Breakdown of Price Controls:- In a later Digest (1049), I shall show how progressive inflation of the total spendable supply of money (including bank deposits) gradually burna a hold Inflation Seriez (Easory No. IV) in people's bank pass-books, and overflows into other things (possibly including common nocks), until at last even the most rigid price controls, as now set up by law (OPA), get reamped (nía black markets) by the rising flood of money. (I mentioned this gradual erosion process briefly on page 3 of Digest 95; but will deal with it fully in Digest 104.] II. Omission:- 1 apologize for not having made clear, in Digesta 99 and 100, precissly what I means by "loans from THE PUBLIC," as distinet from "loona from the COMMERCIAL banks." PAYING FOR THE WAR Pages 5 and 6 of Digest 100 did, I think, explain adegiately what sort of borrowing was in- Mationary, and what non-inflationary. It is however necessary for me to add that by the expression (You Personally) "non-inflationary borrowing FROM THE PUBLIC," I mean loans raised either from the savings banks, insurance companies, big and small corporations, rich men, and also poor men (by means of wage deductions at source). (The inflationary forms of borrowing are loans from the commer- by cial banks and the reserve banks.] of course, when the Government pays out money borrowed from "THE PUBLIC", it swells MAJOR L. L. B. ANGAS the bank balances of the recipients; but national inflation of monetary purchasing power does not occur, because what is paid to B is first taken from A. It inflates the purchasing power for some Digest 91 people parallel with the deflation of that of others. An early Digest, probably 103, will explain "How the Commercial Banks 'Create' Deposits April 1942 Out of Nothing - And, By Financing the War, Cause Inflation." III. Reasons for Recent Laga:- The Government has already inflationarily borrowed $8 bna from the Commercial banks since January, 1941; and the any reason why it has not had Part 1. Who "Really" Pays Part IF. Captial Levier (Digem va) more than a 15% influence on the cost of living is because simulaneously private loans to the banks Part 11. Future Generations? Part F, Forced Loans Part 111. Finance by Inflation Part Fl. I/sing the Gold Depulmation Profit have been either called in or soluntarily reduced, thus, to some extent offectting the augmented Governmental bank loans (borrowings). [Conoumera are also reducing their private debts.) My last the Dignets aver, "The Butt can "TM Bear and "Brorus discovniancy Arguments (Dwing This perform Diarer vi will relity rhanar - IV. Playing with War Finance:- As I write this Digest (October 8th) comes the neice that relief and deal - the problem of THE Page for the War My purpose in de above Are - War - - YOU PERSONALLY. the Senate has passed a Taz Bill with only a 40% combined income and aurtaz for corporations, and 90% excess profits tax, If the Committee or the House do not increase it again, 1 feel I shall be almost tempted to change round to the buil lock. In my view, Washington is merely playing with PART I - WHO REALLY PAYS var finance. Wild inflation, I think, se bound to occur if you borrow #40 bns annually from the Encreasive - medical 30 as # per - reference. commercial banks through G. benevolent desire to please, and a hesitation to taz. It is all my kind, but ulterly foolish with War costa of #75 bns annually. In my view it is complacently rabota- The Six Ways of Financing a War ging the currency. lober 1942 figures are these:- And don't think / am exaggerating, Just the reserse! Budget Director Smith's cion Oc- 50. There are six ways of financing a war:- (1) Foreign loans. 1942-43 Expenditures BNS (ii) Taxes. " 85 Tax Receipts IF 22 (ffi) Bona fide loans from the public (Including from savings banks, who Borrowing 63 merely relend what the public lenda them). .. Loans from the Public of 12 (iv) Forced loans (which pay interest, and are usually repaid). (N.B. With- Loans from the Commercial banks 51 holding taxes on wages are similar to forced loans.) Implying Monthly Average (next 9 months) 4.3 1942 Monthly Average (to date) (v) Capital levies, without interest and without repayment. 1.1 Monthly Average: required for next 9 mos. 5.4 (vl) Inflation (either of printing press money, or borrowing from the com- mercial, as distinct from the savings, banks.) which se 6 to 5 times the quantity of Government obligations that the Commercial banks ab- ING HERE." sorbed last fiscal year. That is why I entitle this essay "MONETARY CHAOS: HAPPEN- Who Pays Whom In 2. War THE END 51. The question of who pays for B war is always rather subtle. Nationally speaking, payment for the war in really in the form of "over-work and/or under-con- Sand this Dignet to your Congrasses il you think As ought to have it. sumption, Le. abstinence,"-although of course some violent internal wealth-redistri- bution probably occurs some getting poorer, while a few get richer. We will and you another copy free. 52. But accumulated capital la not destroyed (in the "real" sense) nor is It dissipated by the war, unless saneta are sold to foreigners. Individuals of course may lose all their capital, but not the nation as a whole-even though the normal rate of The 4 Dignes Issued - market conditions Stock Selection Letters capital expansion is usually impeded by the war effort. Minimum Altern per relevée - Frittes Mid-weskly by Mr. M. Rich, dages Win Service 12, 6 and 3 - are and All - specific & buy or all High speed condention of opinim 12, 5 and , AN and 818 # inpirted prints in the market 1 Portfolion Managed-4200 minimum 12, 5 and J - 825 al 110 Major L L B. ANGAS, Investment Consultant, 570 Elingle Lesington Consultations Avenue, $100 New York 8 Regraded Unclassified Barter Economics 57. But to return to the question of loans In America today. Certainly, the lend- 53. In terms of barter economics, it is obvious that (without the aid of foreign ing capitalista put up the money TODAY. And the Government spends the monetary loans of war material or money) the armament workers are kept alive by the non- purchasing power (which the capitalista might have spent themselves on other capital- armament workers. The latter obviously support the former. (Though both "pay" in goods), on employing armament workers and on producing munitions. The capitalista the form of hard work.) are happy to make the loans-though I am going to comment on this word "happy," And unless the non-armament workers can increase their output of consumables later: the Government is happy to borrow the money; and the workers are happy to to nn extent equivalent to the "displaced" output of the new armament workers, the avoid the Immediate higher scale of taxation on themselves that would (probably) standard of living of the country will obviously have to decline. be entailed if the capitalists did not lend to the Government at all. In fact, it all seems perfectly "lovely" to finance a war by loans even if, as I shall show later, the On the other hand, if the non-armament workers, by working overtime, or by call- REAL burden of the War is paid for, and suffered, as It goes along in the form of log in women, children and the aged as assistants, can replace the work previously the extra work, overtime, worry and abstinence which are "put in" both by business done by the newly enlisted armament workers, the country can have both guns and men, statesmen, civilians and munition workers and their wives, and children, butter and feel no effect from the War, as regards CONSUMPTION, although and elderly aunts and uncles. they. the public as a whole, will be WORKING very much harder. On the other hand, If the non-armament group cannot produce enough to main- Happy? tain the national standard of living (after the armament workers have entered muni- But, as I shall shortly show, the capitalista (poor patriotic and/or greedy dupas) tion factories), some groups will obviously have to suffer, even if all do not suffer usually get taxed to pay their own interest on their own defense loans and also equally. to service their own eventual redemption charges. And even the working public (dear fellowe) also suffer a little bit of extra tax- ation too So that although everybody WAS very "happy" that the Government But that is only the barter side of the argument, which is simple. The workers "sup- originally resorted to loans instead of extra taxation they all find out, sooner or port" the fighters while the fighters defend the workers: a sort of fifty-fifty arrange- later, that they (especially the capitalista) do not (because of the loans) escape any ment-although of course the workers help the fighters to fight, and the fightera help extra taxation worth speaking of at all. If you read on, gentle reader, you will are or "enable" the workers to work. Now let us turn to the financial, or monetary aide. that this in no. 54. When looked At from a "monetary" angle, the non-armament workers do not alone soom to have the monetary burden (or pleasure) of "supporting" SINGLE HANDED all the armament workers (and the army and navy) as they rather PART II - FUTURE GENERATIONS appear to do under barter. Of course, the non-armament workers are taxed to pay the armament workers for The Present, Not the Future, Generation "Really" Pays the armaments; but BIS also are the armament workers themselves! And that is how As already said, all wars are really paid for as they go along. by the extra amount the burden of paying for the war is "monetarily" spread over all classes of the com- of overtime and of REAL hard work that the men and women of the muntry put munity (including the Davy and army). And the chances are that, If the War to on a large scale, all classes will (after 6 payment for a war,-except by borrowing or getting gifta from abroad in. In terms of barter economics, there is no means of a country postponing the which real short time lag) SUFFER in terms of REAL purchasing power (despite harder work) America La not doing. even though all money-wages may become inflated, along with commodity prices. 58. Of course, all sorta of long-term MONEY-debts can be floated, which rather Thus, the people who monetarily pay for the War are "everybody" (in so far an "efficiently" make it "look" as though REAL-payment WAS being postponed for an- taxation is at all equitable). And, as said before, unless the consumers' goods Industries other generation to pay. But such long-term money debta do not defer the REAL can get a special move un, everybody is bound to SUFFER (if you like, PAY) as a burden, and are IN FACT only a re-distribution of national spending today, and also result of the War. Less butter! All classes contribute either money, extra work or later in a future generation. abstinence. All that the long-term war loans do la to bring it about that the subscribere volun- But how about the question of Loans? tarily part with their current monetary purchasing power over real resources, (Le., with the use of their monetary capital), today: and that the Government, instead of the lenders, spends it today on the services of workers producing armamenta, which Do Loans Shift the Real Burden (Over Time) are actually produced today. (All armaments are paid for (roughly) spot cash i.e. 55. At first sight, it always seems that if a Government can borrow to pay for today.) the War, nobody is going to suffer at all, except A future generation. The real pain, bur- Thus, the wealth of capitalists, 1.e., past savings, are redistributed, by the loan den, torture, or cost, is postponed!! (But is an process, to the Government, which redistributes the meney (which has real purchas- ing power) to the armament workers. Hence, as far as the nation-as-a-whole la con- 56, First let me throw out two or three thoughts:- (1) In an imaginary 80- cerned, the workers consume what the capitalista might have consumed. Meanwhile clety where wealth and Income were EQUALLY distributed, the Interest on all loans the new armamenta are actually produced, and paid for in terms of real aervices-per- would be paid "by the lender" via the government "through Taxation on himself." Secondly (2) the size of the national debt would be Immaterial alnce we would not formed (and money), today. only "uwe it to each other" but also "owe it to ourself." Rut thirdly (8) in cases where wealth and taxation la NOT EQUALLY distributed the charges on A huge national debt Economics of "Monetary" Repayment (of say $500 bns.: equivalent to England's today) become mainly a charge (a) on the equity of Industry Le the common stock bolder and (b) on the relatively rich, who 59. Certainly, years bence If and when the money loans are paid back again to have Ability to Pay. And doubling the debt would mean roughly doubling the charge the lending capitalista, the general public are admittedly taxed to pay back the money on these two groups] (Are you equirming?) (purchasing power over real resources) to the subscribers to the war loans (or their heirs). It is, however, the domestic lenders who pay for the war today, although the 2 8. Regraded domestic public theoretically reimburses them later. But as far as the nation-as-a-whole in concerned, the war is paid for AS IT GOES ALONG. The REAL effort, and eacri. 64. But this fact, or "unavoidable swindle," was wrapped up ao cunningly, and fice, are NOT passed along to and palmed off on some future generation. The loans are R well confused, and so well hidden from public view that, since he (the capitalist) merely & method of DELAYING TAXATION on the general public. did pot usually know 1t, he did not much mind. He just grumbled at the high post- war scale of taxation: he did not know it was largely to pay himself back his own interest on his past (patriotic!) (greedy?) War Loans,-and also his own capital- The Lenders Usually Repay "Themselves" redemption service too, Very pretty. He was "paid" (O.K.) I Government credit re- mained excellent. Although he really paid himself-which was "constructive default." 60. Of course, the (patriotic) lenders, If they are simple minded, think (and are told) that It will be the rest of the (lass patriotic or poorer) public who will Day Let us hope It will not happen to War Loan subscribers "in America" in this them back eventually PLUS interest In the meantime. War. But of course it will, especially as It is politically almost unavoidable. But if they are not so simple minded, they are (or should be) fully aware that they themselves are going to be taxed to pay most of their own interest and eventual Future Generations-The Only Influence on redemption money. In the meantime, the rich are often actually paid interest by the government out of their own capital, or out of (extra) taxes on their own incomes! 65. Wars, I repest, have got to be paid for by taxation eventually. And t have shown that the rich probably pay themselves in the end. But being mortal men (or Thus, war loans are in theory merely a financial ruse by which both the lenders, rather mortal ostriches), they naturally rather prefer to avoid the chance of Imme- taxation and the whole of the rest of the general public, are SUPPOSED to escape crushing diate virtual capital levies TODAY, in favor of the not quite certain, and long drawn- TODAY and with it the real burden of the War today. It la all A "keep not, taxes or levies on themselves at 8 later date: which may hit their children rather 'em happy" ruse; but it La surely 8 ruse as I shall now explain. than their mortal selves. The point is that few elderly large capitalista expect to live fifteen years longer. The Ruse Hence, the popularity of War Loans (and deferred and long-drawn-out taxation). in preference to immediate capital levies and/or Immediate higher taxation during ware. 61. What usually happens to the rich in as followe:- The money loans which After all, the loans might (Just possibly) be paid off, as they were In the 1926-30 period they lend to the Government have to be serviced with annual interest and redemption in the U.S.A. And in the meantime they "might" die. The capitalista in fact like to allocations. This requires extra money taxation (unless inflation in resorted to) or bluff themselves and "hope," just as much as Washington (and Downing Street) alternatively the Interest on the old loans la paid out of more and newer loans (pyrn- miding finance!), likes bluffing them and letting them "hope". And, financially speaking. from the point of view of national finance, there la noth- And aince the loans would (probably) not have been raised unless taxation of the ing particularly unhealthy about the foregoing "highly ethical" please-everybody tricks masses had already reached its politically convenient limit, the chances are that the cap- and ruses. It in just a cute method of making the war loans popular today. [Although Italista, who put up the money, will themselves be taxed to pay their own annual In- terest (and redemption-fund money) If, in private life, you borrowed money from Mr. J. P. Morgan and then stole additional which practically amounts to turning a part sums from him to pay the interest thereon, you would soon be in The Tomba. But pub- of the whole an-called loan-transaction into an additional annual tax-transaction, or if you like, a small annual capital levy. lie financial ethica and private financial ethica are not exactly the same. Robbery in O.K. If supported by mass votes, and If sufficiently "devious".] Lend-or Levy? PART III - FINANCE BY INFLATION fused to lend their idle savings, the government would probably impose almost equal 62. And here I might add that if the capitallst-lendera (unpatristically?) re- Loans from the "Commercial" Banks are Different. (Inflationary) it taxes, In or capital levies, upon them,-since every war loan rather presupposes that politically inexpedient to TAX the relatively poor general public any more at the 66. The above remarks however refer only to boma Ade loans made out of the untarily moment. to I suffer repeat, a if capital the lenders levy do not VOLUNTARILY lend today, they tend invol- "true" monetary savings of the capitalist classen. If, however, war loans are borrowed for capitalists cannot be permitted to "strike" and from the commercial (as distinct from the savings) banks, there are a thousand ob- hold up a war for the nation's existence. jections to such war loans for defense bonds bought by commercial banks inflate the bank credit currency (net demand deposita). (I shall prove this point in digest 99.) How the Lender is Made to Pay Himself And in en far as this in done, It in utter fully to risk wrecking the monetary system of B country-just for the sake of pretending to the (gullible) public (especially the 63. Thus, in the long run as well AS In the short, the lending capitalists as a rich) that ware need not hurtfully be paid for by the rich or poor just yet. I repeat future. do most of the "monetary" paying, And they are, on the whole, NOT paid back in group the that it la utterly wicked to ruin the national currency just for the sake of spoofing For politiciana representing the public (Le, the majority vote) usually find people into believing that they can temporarily avoid the real burden and REAL them heirs) out of true (as distinct from monetary) repayment of their loans by some cunning method of eventually jockeying the minority-group capitalista (or their TAXATION cost of the War. The hidden tax of "Inflation" is, with a amall time lag. a very definite current real tax TODAY even though it in hidden and misunderstood.* so much (forgive me for saying It yet again), that they have to their taxing own Read the footnots. Furthermore, wild currency inflation dosa much more real damage demption relves, not only M regards annual Interest, but also as regards eventual pay capital N- to a country than wild taxation, or wild capital levies. And this applies both to the Can war loans are eventually paid off IF they are paid off). rich and the poor. (If always enda in revolution. See Digest 94.) who day, or subscribed In to defense loans In 1916, was In the following position. capitalist If In had fact, before the PRESENT War broke out in England, an olderly 67. In theory, governments (no matter how deceitful they may be in their pack- aging of taxation) ought entirely to eachew the printing press and/or borrowings $50) bis from war loans, be was, and is, in fact paying all his own Interest year, & (except third of It coming even 1985, he had a total income of only $16,000 (dollars) a to- The government (or the benks) "prior" many (which com des nothing); spend in and obain "real on own particular war loan subscriptions! (Poor Lord Smith.) The inflation diams the real purchasing power or value of all accer, That is the name of de - which is a tax on all money-bolders 5 Regraded Unclassified 62 from the commercial banka. Let them play about with tricky bona fide loans from Non-beneficial Booms the general public, if they like. But don't let them prefer borrowing from the banks either to immediate capital levies or to higher immediate taxation. 72. Indeed at this point we must ask ourselves what precisely we mean by the Even the rich, as B class, do not escape the real burden (of hidden, or open, levies) word "trade" in connection with the expression "trade boom". [N.B. There In hardly by means of Inflationary BANK loans. What real burden they appear temporarily to & single word in economics, that I know, which has e clear and single-minded mean- escape, they eventually lose by the damage done to their monetary capital by inflation ing. The following words all have at least five meanings to me: Inflation, money: credit, capital, confidence, demand, supply. Inventories, etc. And when we talk about Inflation, I admit, destroys nothing except money; but If cumulative, it also leads & trade boom (which some people think harmful and others beneficial) we certainly La virtually certain revolution (See Digest 94) and it la the rich who then particu. ought to clear our heads.] larly suffer in the end. No rich man should favor inflationary bank borrowing for the sake of avoiding forced loans, capital levies, or taxes. The rich don't escape, in any 73. War itself causes a production boom, especially if It is a blg war,-for peace case: and the only way they can "hedge" against "paying for the war" le to die. workers are diverted Into armament Industries, and there is of course a boom (nta- tistical) in production, for you get the gun Industries piled on top of the butter Inflation, I repeat, (Including loans from the commercial banks) is the minst dis- industries. And of course, employment and the transportation Industries boom. estrous form of all taxation. And it la utterly silly to go on with It today. (f shall promote all this in Digest 94.) But despite the production-boom everybody may become worse off and will do no unless the butter industries can expand sufficiently to replace displaced labor which is eiphoned off into the armament industries. But, as I have said before, if you enlíst the When Inflation is Good services of the aged, the very young. and the females, and if everybody works double- overtime; you probably can get the butter industries up to replace most of the displaced 68. And yet there la & school of thought which rather likes inflation in fact armament workers (If Mr. Hitler's submarines do not sink all the cowa). The chances I do myself at times, though only at certain (depressed) stages of the trade cycle. are however, as 1 have shown in this Digest, that, In a really big war, the peace Indus- My point Is this:- If a trade alump has occurred due either (1) to general fear tries will have to be curtailed; and the general consumption of the public reduced causing a decline in the velocity of money as in 1932: or due (2) to positive deflation despits the boom In total (statistical) (including armament) production. It is happen- of the total volume of bank credit money (caused either by calling-In or voluntarily ing here, and will shortly do so moreso, paying-off, as in 1932) or due (3) to trade outstripping the supply of gold, as in 1929, 1893, etc., I certainly am one of those who favor deliberate reflation of total And incidentally if you tax the corporations enough you can have a common stock slump, despite the boom In profits and the boom in production Indless. [The word money, especially net demand deposita, by a process of deliberate governmental bor- rowing from commercial banks. boom itself, as you will see, has at least 3 (30) meanings.] Such policy 1a, I admit, inflationary or reflationary. But It worked in the spring of 1933; it worked in the spring of 1938; and will always work if sufficient doses of Modern Monetary Magic (What it can, and can't do) inflationary reflation are applied. In fact I favor It. 74. It is true to say that "by some curious modern monetary magic" you (or the 69. But the fine art of scientifie money management la not morely to fatten the Money Managers) can (in a modern money-profits economy) turn . slump into a skinny (nt the right time) but also to lay off the inflationary injection-proces, when adipose tissue begins to set In boom. It is also true to say that Wars, "by curious monetary magle" can end trade- and the belly swells beyond twenty-six inches, or if you like, the 1926 price level. cyclical depressions and improve slumping industries. But if it is a really BIG FAT WAR (as today), it Le NOT true to say "the war makes the nation? prosperous" And, if Rising Monetary Velocity (after deliberate Reflation of the Quantity-of- -for the war absorbs too many men, materials, and bits of machinery to maintain money) spontaneously takes charge of the price level so that prices and/or trade start the old standard of living (butter). down swinging side) my too high and getting out of balance (as they originally were on the Though of course . few workers and employers will get prosperier then the acientific Money Managere should deliberately deflate again to counteract the increased velocity which their own previous deliberate reflation had engendered. Compensation is what in wanted. [Although of course the financial hill- The Labor Leader's Dilemma billies around Washington and Wall Street (the Opposition) will delightedly accuse them of economic inconsistency and of never being able to make up their minds, and 75. And I might rather objectionably add that even though nt. the present mo- of doing first one thing, and then another, and generally bewildering (if that is ment the trade unions and Washington seem to be planning to keep wages paralle) the rude word) the public about. What di Civilization/] with the rising cost of living so AS TO MAINTAIN THE REAL STANDARD OF LIVING OF THE WORKERS they just will not be able to de so (let me tell them) because there just won't be enough butter produced in America to go around. Are Wars Beneficial (To Trade) And no amount of spoofing, political speeches, or promises to trade unions can pre- vent It. 70. But to return to our subject: Just All wars can cause general trade booms, because they cause governments to spend money like blazes, and borrow money from the And if the trade union leaders go on pretending that they will keep wages parallel banks like blazes (inflation); 80 also can the non-military Money Managers, in peace with prices, they will have to stage a revolution (so as to And anmebody else to blame, time, cause trade to re-boom. (And I here and now definitely must assert that 8 large for their failure) : for it just cannot be done, not even by trade union leaders! seale war, or the preparation for à large scale war, If it comes at 8 moment when the trado epain is in the clump period, can and will (assuming 4 certain number of in- If these gentlemen wish to preserve their own skine, they had better start making ventory In readjustments have already been completed) cause trade to boom again. It did speeches AT ONCE, saying that it cannot be done (even by them). And that they (tem- England early in 1999.] porarily) have nothing to "sell" to their followers. And let them blame Hitler: not Rouse- velt, or Knudsen, or Wall Street/ or war that so every cyclical alump in trade you should go off and deliberately A declare a 71. in But that dons not say that ware are on balance beneficial to community. But these remarks are getting me rather far away from the question of borrow- as to get a Trade boom. Ing from the commercial banks, and monetary inflation. 6 7 Regraded 63 Theory of Avoiding War Inflation (Siphoning) 76. Of course, Washington could avoid inflation entirely, IF the public could Inflation Series (Enny No. F) (would) "take it" The theoretically correct and non-inflationary method of financing a war is as CAPITAL LEVIES AHEAD -"Borrow war-expenditure money (once only) inflationarily from the banks: spend It on munitions: borrow it back from the public (or tax the public) as fast as you can. and before the public have had time to spend it in forcing up general com. FORCED LOANS modity prices. Use withholding taxes on labor-wages, If necessary. Deduct income at source (taxes) wherever you can. Keep your extra inflationary money circulating in AND the armament arena alone, without letting it overflow like a tidal wave onto general commodity prices. Then spend it again; and re-borrow it again (from the public, not USING THE GOLD PROFIT the banks): or alternatively, tax it away quickly from the public." [A sequel to Dignet 91 "Paying for the War (You Personally)"] 77. All the above "sounds" easy on paper, but it needs some political guts. And the question arises whether the general public are patriotic enough, or far-seeing by enough, or economicly-minded enough to "take" it. (And If you want my own view MAJOR L. L. B. ANGAS (and I rather fear Washington thinks the name), the public are "the very devil," and just won't "take" it-until they have had three or four more Pearl Harbors, consid- Digest 92 erably nearer than Pearl Harbor.] April 1942 So In order to prosecute the war, Washington (and I mean Congress just as much as (or even more than) the White House) is probably darn well going to go on using PART IV - CAPITAL LEVIES the hidden tax of bank inflation, even though poor Washington will not itself get all the benefits of which the inflation-sufferers will be deprived. [Meanwhile farmers and The war must be paid for: Inflation is unsound: taxes are terrific: bona fide loans other too.] debtors (and my clients too) will, I fear, share in the spoils-and they are spoils may fall. What is G frantic Treasury to do? Will it resort to forced levies! (Surcessier "Hroght" and numbered 78 is 89, for fature reference) But Washington probably knows as much about this subject as I do. Its chief Capital Levies difficulty in probably not lack of knowledge, but the unwisdom of the public, or if you like, polities. The test question in all democracies has to be, not is a thing theoreti- 78. Unfortunately some potes on capital levies seem desirable. First of all let me rally sound, but in It politically possible-with the public. try to de-bunk certain popular ideas. The poor look around and see all the wealth owned by the rich, their castles, their cars, their yachts, and their sables; and then, confusing wealth with money, say "Look at all the money the rich still have. Why not have a Conclusion capital levy and spend the proceeds on the war; thereby saving the relatively poor from extra taxation which will damage their already strained standard of living." And Although / personally expect further wild bank borrowing (though I am against at first sight it all seems very reasonable. it) / do not expect on early boom in stocks, in consequence. In fact before that hop- 79. But for the rich to convert their diamonds into bank deposita (spendable by pena in the stock market, I personally fear a further sharp shakeout for the very the government on munitions) they have got to find a buyer (who is also quite rich) rude faz redeons already given in my last two Digesta, 89 and 90. with the result that If you suddenly had a capital levy aimed at turning the diamonda and yachta and old masters of the rich into deposit money, the price of diamonds would fall to almost nothing: and the government would get nothing. All sellers: No buyers! Only diamonda! THE END. Incidentally it is little use giving the diamonds, the yachts and the Goyas to the government; because the government would equally have to find buyers: for yachta and Goyas, though offensive, are not munitions. Even stocks, like General Motors, are not MR. RICH'S WEEKLY SELECTION LETTERS HAVE MADE MONEY DURING much use, because they too have to be sold to raise money to pay munition workers. THE SLUMP (ON BOTH THE BULL AND BEAR TACK). SUBSCRIBE. But despite the difficulty of finding buyers, Italy in 1936 did have a capital levy (payable in cash) and such capitalista as did not possess idle cash were forced to throw their other assets on the market for what they would fetch. Stocks (and pictures) may slump for this reason at G later date in America a great chance for the bargain hunters holding cash. The dogas Digesta Money Levies Issued or market conditions marrast, Stock Selertion Letters 12. Minimam é and I files mas, per ralester you. Fritten Mid-weekly by Mr. M. Rich, Angas Wire Service High speed condensation of optains 80. Even no, the only form of capital levy which in of any real use to a war-time #25, #25 2 If Name specific image to bay an inll 12, o end I 250, $30 and III - important paints in the market government, is money. And certainly insofar as a large number of rich men (who Pertfollse Managed--$20 minimum 12, a and / mon-425, are end and fear their government) or who fear the future, are hoarding large amounts of idle Major L L. B. ANGAS, Investment Economist, Single 570 Consultations Lexington $100 Ave., New York. bank money or notes, and are pounced upon and made to "give it up to the govern- ment" Then, the government does get money all right which it can spend on munitions without taxing the general public any more. Very nice. Sure, levies on hoarded MONEY, including Idle bank deposita, would do the trick. I Regraded Unclassified 64 Lord Brown (But I ought to add that despite all this "ourplus money", I do not think that BI. But then the question of justice comes in. Why should Lord Brown (worth there will be much of a Poor Man's Boom in low priced stocks since riocks will any $1,000,000) nuffer especially because he has invested "in money." whereas Lard 200% not be paying any dividends worth having unless the Dow Index falls 80 low Smith (also worth $1,000,000) who has invested in yachta, or Goyas, or General Motora, of to make stocks worth having. But more of that also in another Digest.] or a modernistic mistress, escapes scot free! Conclusion 82. (Incidentally, as a tricky theoretical aíde-issue connected with the LAW OF SUPPLY AND DEMAND, let me mention that the very fact that Lord Brown decided 88. Of course the general trend of this essay is that the government will be through fear of the future (or Mr. Ickes) to hoard money in his bank, is, to some ex- weak minded (the Public's fault of course!) and finance much of the war by inflationary tent, a nocial service-eince he has enabled New Dealers in the past to inflate the total borrowing from the banks instead of meeting the whole financial burden out of supply of money (by horrowing from the banks for social services), while be (Lord pay-as-you-go taxation. Brown) has very kindly simultaneously (though nervously) augmented his own liquid. But although I personally expect considerable bank borrowing (though I am against Ity-demand for money and thus enabled the New Deal to get away with many It) I do not expect an early boom in atocks in consequence. In fact before that hap- Inflationary government works without inflating the actual price level at all. In pens in the stock market, I personally fear a further sharp shakeout for the very fact, (patriotic) Lord Brown's increasing liquidity-DEMAND for Money has simulta. rude reasons already given in two Digesta, 89 and 90. neously negated the Increased governmentally-created SUPPLY. Hence, no change in the "price" or purchasing-power of Money!] PART VI - USING THE GOLD PROFIT Hence, if the government pounces on Lord Brown and seizes his $1,000,000; then, A Real Good Way of Paying For the War immediately the government spends this sum, it will set in motion (potential) previ- ously-dormant inflationary forces.* [So really it may be rather best for the government to 89. In high finance, there are various ways of swindling your creditors respect- go on keeping Lord Brown thoroughly scared, and not to disturb his hoarded pile at ably. In Chapter 24 of my book, "Investment for Appreciation," I told you how to all! But more of these financial subtleties in a later Digest.] swindle the public (If you were a financier). or how not to be swindled (if you were the public). But I did not deal in that pratty book with really, REALLY HIGH Finance. NE Entrything fatent inform is highly inflairmary, abbough it does not show is quantin-of-moon The sPon ni inflation nb prives are NOT availed: dough forther "Infation" is The whole history of government (high) finance throughout the ages has been one 83, What the government really ought to do, according to the theory of capital of swindling the public, or clipping coins, or printing paper money, or capital levies on levies, is to take toll of monetary income AS IT FLOWS which is the Jews and on other creditors. And our own dear America has not been quite guilt- not really a cap- ital levy at all. but just ordinary taxation. less, even within the last eight years. I refer to the trick of devaluation, which presup- poses the existence of gold-backed currency, (Don't forget it). And any really wicked And the amartest way to tax in this manner is to use sales taxes on the poor, and government will always keep a gold-backed currency, so that it can awindle its credi- terrife income taxes on the higher brackets just as England is doing today. [When tora, and still "look" respectable, and do no (democratically) in the interesta of the public. does A tax become a capital levy? But I cannot go into that here! When does a lady become over-weight?] The trick is quite simple: it is really rather smart. The recipe reads somewhat as follows:- PART V - FORCED LOANS (Seizing Idle "Money") 1. First of all, catch your golden rabbit at the rate of $20.67 to the fine ounce, or (as from 1933 onwards) at one paper dollar for 13.71 grains of pure gold. [N.B. This 84. Rot I might mention that by calling a thing by a different name, the gov- you can do by fixing your foreign (paper) exchange rates below international purchas- ernment can mop up idle bank money (If it wants to) by having forced loans on any Idle bank deposits over a given amount (or as considered "unnecessarily large" by lo- ing power parity. Your goods will flow out. Gold will flow in! France did It in 1925.] U.S.A. today has 630,000,000 ounces, or 23,000 tons (one ton is about $1,000,000 cal boards of politicians who will pass on the "reasonable needs" of the relatively rich). And that too may happen here-forced loans! (today) Le, 80% of world's monetary supply of gold. Annual world production now about $1.4 bns.] 85. But the re-velocitation of the boarded funds (forced leans) will be nearly 2. Then on the fallacious argument that you must keep pace with the deprecia- as inflationary AS new borrowings from the banks so that the forced loans, al- tions of other currencies, (or on the alternative argument that you might na well get tionary EFFECTS. though avoiding STATISTICAL inflation (of bank deposits) will not avoid the infla- some use out of your gold) raise the nominal price of gold to $35 an ounce (and gret a. gold profit on paper of say $2.8 bna.). (It is now a plucked "eagle".)." Re-velocitation" [Oh yes, I know that some will disagree with me on this "theory of inflationary [But of course don't forget to persuade someone to persuade the Supreme Court but I will enter the ring with them somewhere around Digest 94.] that all "promises to pay actual gold metal" appearing on the back of all gold bonds, do not really promise to pay gold at all, but merely paper dollars! Stir the whole thing The Real Target for "Levies" are the Under-privileged up (as in 1932). Make it confusing, so that nobody can know what a dollar in (despite B6. Incidentally, in this particular war, in this particular America, the extra the intentions of the framers of the Constitution). (See Records of Federal Conven- into money being borrowed inflationarily from the banks by the government, is not going tion of 1787: Max Farrand: Vol. II; pp 308-310).] tively poorer) but into the hands (and mattresses) of munition workers in the rela- the pockets (banks) of the relatively rich (whom taxation has already made rela- 3. Then, make it legal to issue paper gold certificates in terms of dollars for the $2.8 bns. gold profit. tively lower income bracketa, And it is they, whose eventual spending on A reduced supply of consumables (butter) will Inevitably force prices up (especially in the black Then, use the new gold certificates to pay off the old Government Debt, or to meet markets) unless the government does tax them with sales taxes, or introduces WITH- current expenditure, or to build a new battleship or sink a canal (or vice versa) ac- HOLDING patriotic TAXES ON WAGES (forced lesus on the workers), or persuades them by cording to your own feeling. propaganda to "Invest In attack bonds". [Wisecrack a la Jimmy Durante:-Oh yes, the Government have only paid off two Gap haps in 1942 soon cause violent price Inflation: for statistics show that In Inflationary 87. will But If the government does not do this fairly soon, the so-called teenie, weensle little (1930) government debta with the gold devaluation profit of Jan. 1934, amounting to $75 mns. in one case and $600 mns. in another. The rest they have only be $50 bns. also) the workers will be receiving $66 bns. in money, 1943 (and per- allocated to the Exchange Equalisation Fund, and hardly used at all.] that money! Quite worth exciting. of annually produced consumables, on which whereas they can there spend will But they have stalen their first apple! The "principle" is established. Prior an Jan. 1934 the un-dollar goldgiere contained 232 grains of pure gold Today (M re-minted) only 137.1 grains, Le 1/5ds of an osnat, with power to devalue further to 2/7iha. 3 11 Regraded Unclassified 65 Inflation Series (Essay Na VII) 4. Then, get permission from Congress to devalue below $35 an ounce 80 as to turn your gold hoard of $22 bns. into say $44 bne., or $66 bna, or $88 bns. Why not $88 bns.? This would give a further gold profit of $66 hns, And that with the aid of a little taxation, would just about pay for World War IL O.K., let us go about it. Washington Giddy-Go-Round 5. Realize meanwhile that you need not part with your gold at all. You keep It (No Need To Get Dizzy) all yourself. It never leaves Fort Knox (where only two-thirds of it is held), nor the various government Treasuries elsewhere. 6. All you do in to Issue $66 bns. more of gold certificates, each of which says by that an equivalent value is held in gold by the U. S, Treasury, payable on demand although of course you pass a law to prevent anyone, except foreigners, getting it (the MAJOR L. L. B. ANGAS gold) on demand. 7. Then, you deposit your new gold certificates with a Reserve bank (or any other bank) and get a credit with the bank in question for dollar deposit money,-which you Digest 96 can then go off and spend on more battleships, or even buying in War Loans you have already floated, and generally paying off the dear old Debt. August 3, 1942 (Dow at 106) 8. Gold certificates, or rather the bank deposits resulting therefrom, replace the Debt. You have still got your gold. You have paid off the Debt. [Why not have more Debt. and then do it again?] Introductory 9. The laws of America very nearly permit It, and a certain gentleman wrote a Digest 95 of July 22 dealt mainly with the political-psychologien] problem of whether letter to the Wall Street Journal of 15th Feb., 1942 suggesting It though the let- or not Mr. Henderson could succeed in controlling prices effectively and whether or ter wore considerably more clothes than my own foregoing risqué Sally Rand argu- not the White House would turn on the white heat of ita support. ment. We have done it already (first apple). Why not do it again? It happened here. (Professor Warren's rather dangerous baby.) The coin-atripper's bubble dance! Statesman's Dilemma Note by L.L.B.A. The duty of all statesmen is to be fore-sighted-mure fore-sighted than the masses, The above is certainly not the intention of the present rulers at Washington. Eccles whom they lead. But in a voting democracy, even though a statesman may sur the urgent and Morgenthau know all about it, and hate it. But funny things can happen HERE, And all good citizens should campaign against them (It), as Mr. Eccles and Mr. Mor- need for some political action, his less far-sighted public may not yet have similar views which leaves the statesman in a quandary. particularly If the necessary action genthau are doing. For a country's money is quite important to its citizens. And the American gold/dollar eagle should not be clipped further. No! I do not think it in very, required will take a long time to put into practical effect (for instance, a rearmament very wise to use the gold-proft (and inflationary bank deposits) for paying for the war. program. or the policing of retail prices). Here endeth these Essays on Paying for the War. The statesman's dilemma, in a voting democracy, is that If he does not nee far abead, he la accused of negligence; and if he does see far ahead, he is accused either of being a scare monger or of not having sufficient consideration for the public and the tax payer. and of wanting to do unnecessary bureaucratic things. THE END Of course, Government propaganda can do much to make the public eateh up with the statesman's mind; but there are limits to what a. democracy will "take." prior to In my next few Digesta, / shall show (a) How Inflation is a Hidden Tax; (b) How its having fully realized the absolute need for sacrifices. Sacrifices therefore (and an- it is ulterly un/air; and (e) Why it usually leads to Revolution. nouncements) often have to be imposed in installments, so as not to make the public too In other words, although you have already enjoyed or suffered five long Digests mad too quickly. of my SPECIAL INFLATION SERIES, it will only be in Digest 93 that you will really At the beginning of this War, for instance, before Hawali, if the White House had begin to eat the strong meat of the general inflation problem. But unless you (and 1) said we have got to fight alongside of England: you are going to be regimented almost get our THEORY right, you and / are going to be fooled, and make, or lose, 6 million. as much as the Germans: your taxes are going to be as high an the British: and you will For American capitalists are soon going to divide themselves into two separate armies, neither have business as usual, nor liberty all usual, nor life an usual it is not Im- the one believing that inflation will occur and will send stocks up: the other believing possible that (if such remarks had been made in time) that the White House would have either that inflation will not occur, or that even if it does, it will not send stocks up. lost all public support, New ideas must be imposed in installments, even if a statesman And the two financial armies, who trade blows with ench other, will be "reciprocal",- sees the whole ugly future in toto far ahead. for one group will sell its cash to the other for stocks; and one will be left holding the baby, Which is the baby? Ah/ Read my next few Digesta. Some people of course will say that this in tantamount to arguing that all statesmen must, on principle, deceive the public. But I have not space to enter into all that. New Deal Policy The Angue Dignate lassed as market resitions warrant. Stock Selection latters Angu Fine Service In my own opinion, no one can understand the stock market battle between the in- Minimum per calendar year, rittes Mid-weekly by Mr. M. Rich, name specific inser - buy or sell High speed condensation of opinion flationary bulls and their brothers, the bears, unless they acquire an airman's perspective 12, 6 and , mai, $25, $15 and # 12, o and 3 mas, $50, RM and #18 at important points in the market Portfolios Managed-$300 minimum 12, 4 and I mos.-$25, 115 and 110 of the war-time "political" economy of the New Deal. I cannot guarantee that I see Single Consultations it clearly myself, but the larger framework of the Political Big Picture seems to be Major L L. B. ANGAS, Investment Economist, 570 Lexington $100 Ave., New York. somewhat as follows: - Regraded Unclassified 66 Despite the War, the New Dealers want to re-distribute annual national income will be built up whereby It will become very easy (quite soun) for the New Dealers to (whatever it may ultimately prove to be) in favor of the relatively poor-so as to pro- crack down on any FURTHER rises in monetary wages, i.e., on TWO more whirls. duce a happier, and more efficient, working class with a better and healthier batch of liables,-so that twenty years hence the "average" American will be generally "better" By Installments - Gentlemen, Please than anyone else. The New Deal want to give to the future masses some of the benefits of the "privileged" Victorian classes. And they do not intend their eyes to be diverted And if one became even more Machiavellian, one might add that, to start with, (by Hitler) from this major long-run strategy in the realm of domestic political BOOK- the workers will be told that there will be no "attack" on wages: later on, when they omy. That is our Roosevelt, as I see him. see the War going badly, they will be told that wages must be stabilized, without any attack on the standard of living: and that finally they will be told that the War has High Money Wages. Keep 'em Loyal. become HO serious that the production of consumables as well as durables has to be cur- tailed and that therefore the standard of living will (temporarily only) also have to fall. Nor from a monetary angle do the New Dealers (probably) much mind seeing money wages forced up to rather high levels, for they feel that such action will leave And if these disagreeabilities are not imposed upon the workers TOO FAST, they money wages on a high post-war platesu, and that even if the Republicans come into will swing along loyally with Washington and not got too mad, nor strike, nor vote power, It will be difficult to get money wages down again, particularly if trade unions Republican. have been made ultra strong by the New Deal. Hence, labor will not suffer too much Meanwhile labor leaders too must be kept reasonably popular, and given time grad- in any post-war deflationary slump. There may be some unemployed (looked after by unlly "to explain the War" to their followers: for the general public do not absorb the State), but those who still keep their jobs will retain high money Wages and an ap- new ideas, and the need for new serifices, very quickly. There must therefore always preciable larger share of the real national income (whatever it is). be some temporary playing for position, coupled with attempts on the part of each But although we live in a. monetary economy, the New Dealers are tending more group to be the last, and least, to suffer. Indeed, it is only when the War outlook be- comes particularly somber that everyone will become willing to swing along in line, and and more to look at the PHYSICAL national income rather than at the MONETARY to do what is obviously necessary, despite the secrifices (and possible Inequality of sac- national income. And they want to give labor as large n share of both as possible, and riflee) involved. progressively to re-distribute wealth in favor of the poor. That seems to me to be approximately the general framework of the situation in By corollary, this is, from a long-run point of view, RELATIVELY bad for equity Washington. (No gentleman mentions these things, bot investing gentlemen ought per- stockholders, in terms of percentages;-although if real national wealth Increases enor- hape to look at them-lest they get their time factor rather wrong). mously, both groups may be absolutely better off. And the New Dealers have no objec- tion to this as long as Kapital does not re-gain too much power over labor, as in the Behead the Capitalists First Harding regime. Meanwhile the one great "political" fact remains that the Government cannot lower But no Government, in a voting democracy, can execute its long-run plana unless It the real standard of living of the workers until It has torn the financial pants off all keepa Its votes and "plays" its public aright. capitalista FIRST which is a big bear point for all common stocks - even though As regards the War, labor cannot safely be regimented too soon, Le, before labor the successive tax bills do Impose on stockholders their miseries in polite installments. nees the absolute need for being regimented. Meanwhile labor must be kept sweet and In the long run, the common stockholder in going to suffer. He la also going to "loyal". And if short-run minor subterfuges are necessary in order to keep votera suffer in the short run. "loyal," I am not too sure that they will not be resorted to. Eyeless in Wall Street Raising Their Brackets (Sugar ON the Surface) But a great many common stockholders, and above all, their stock brokers who issue For instance, even though a rise in money wages may not make a worker really market letters, seem to confuse the political wood with the trees. richer on account of either rising prices or rationed commodities, most workers For instance, if the Government and the WLB are allowing wages one more whirl, earning $30 rather like to have their money wages raised to $40. It gives them the and pretending that purchasing power of wages is going to remain fixed and that feeling that they are "getting on," and moving up into higher income brackets. (Eng- wages will be raised with each rise In the cost of living their stock broker friends land gives public benefactors peerages: not "real" benefits. And the psychological trick works effectively. The recipients "feel" better, although they are not richer.) are rather inclined to say that, although such action may be described in Washington and as "one more whirl," it will in reality only be the first of many more whirls And raising wages during the War not only makes workers feel better (even that inflation is in a rising spiral: wages chasing prices, and so on and they are If they are not really richer), but may possibly cause them to become really richer after therefore likely to say that inflation at last is out of control: the wolf in here there- the War owing to wages having been pegred at a permanently higher "sticky" plateau, fore buy the market. and commodity prices coming down. They seem to forget completely and entirely that the higher wagren will be paid in the main out of capital, and that it la the common stockholder who will get hit first, and One More Whirl (Then the Crack Down) hardest, in the process of paying for the War, both in terms of money and in terms of I therefore personally have a sort. of feeling that although the Administration loud- real commodity-sacrifice. The limit to taxes on corporations la the sky, for production ly says that money wages must be stabilized, they do not really much mind if they rise during War la not governed by the profit motive. You merely keep the managers sweet some 10%, or 15%, first. Such rises keep the workers sweet and loyal and make them and make the common stockholders pay. "feel" good. Meanwhile the willingness of New Deal Governmental Departments, like the WLB, to grant higher money wages makes the workers feel that Washington in Economic Historians (Fatlacy Boomleteers) working for the workers and this tenda to give the New Dealers more votes. The trouble about the inflationary bulls is that they are so steeped in economic 80 the far as allowing money WAges "one more whirl" is likely to attract an attack from Incidentally, a Machiavellian critie might also have the audacity to suggest that in history and economic precedent. and have acquired so many mental market rules of thumb, that they simply cannot distinguish between inflationary conditions as they rule press, and also from the CONSUMING public, a psychological political situation today and inflationary developments as they occurred in the past. They are always look- ing back into past history and asking "what happened in the last War and what hap- 2 3 67 pened last time." They seem to think that Governments learn nothing from history and that economie and market conditions repeat themselves without variation. Which in Dog. sense! For governments (usually) learn faster than investment advisers. cal." "In France, for instance, in 1924-26, despite a 500% inflation, steel stocks went down because of surplus steel capacity due to the reacquisition of Alsace-Lorraine, They should have "gone up" in theory, but they did not. Conversely, public utilities which were Lunch With The Orthodox partly owned by municipalities went up, though theoretically they should have gone down, because they sold at stereotyped prices, while costa were free to rise. But the If however anyone asks you to lunch down in Wall Street in the Parrot Room of municipalities, because they themselves had a share, allowed prices to rise for revenue Alice's Wonderland Restaurant, the conversation runs somewhat as follows:- purposes. And the utilities naughtily went up BO that an unthinking theorist or orthodox parrot who went bull of steels and bear of utilities, got doubly pasted both (1) The Experienced Parrot:-"We have inflation: we are going to have more: you simply THEREFORE must buy common stocks." ways." "The trouble is that PAST economic history is not always an entirely safe guide, (2) The Knifer-"Hut since corporation profits and Excess Profits Taxes can take and that It is no use just rushing into the market and buying any well-spread list of 30 away net curnings faster than inflation increases them, dividends may fall, and stocks Industrials just because inflation USED IN THE PAST habitually to benefit most may dump-inated of rising, na theoretically they ought to. The old rules of exper- common stocks." inco may no longer hold good." (3) Then, some fellow (The Fork) gets up and says, "Oh, we agree with you about This blaze of rationality on the part of the Parrot (which annoys the blunt Flower the trend of net earnings, but why take such a short-run view? In the long run, in- flation will double or treble the replacement cost of all fixed asseta and machinery; Pot, who thinks he is "slipping") is also rather disconcerting to the highly polished and in the long run, these higher replacement values will somehow work themselves Knife-because he, poor devil, la left with the difficult problem of proving that a man out in common stock prices. It may take some years, either during, or after, the War, (or a parrot) who in right about something (say one or two trees) can be totally wrong but work out it will, most assuredly. Therefore buy common stocks now-for this in a re something else (say a wood). sure long-run gamble. Of course, you may not get complete protection from inflation but But the pompous Parrot has now established the fact that he "can" talk sense equities will certainly afford some protection. Therefore, get aboard now and don't miss and "be reasonable" so that the rest of the table interrupt the irritating and pessimis- the bus." tie Knife, and scense him (ad hominem) of having no faith in the future of the Ameri- can System. (4) There in, The Knife at once agrees, some soundness in this long-run asset theory, particularly as some new Government might come into power which tries to up- All he can do is occasionally to butt in with the remark that "It is only if com- and the trend towards State Socialism and to reinstitute the profit system. "But that, he modity prices are going to go up and STAY UP that the long-run buying of common anys, Le a terribly long way to look ahead; and seeing that it La 30 easy deliberately to de- stocks as a post-war gamble becomes at all a good one. And even then it is not neces- flate a nation's money, particularly its bank money (provided that the Government la serily safe." And that "Governments have learned the tricks of eliminating those bene- no longer running into debt on account of a war), the chances are that when the War fits, and switching them over to themselves!" in over, there will be di deflation of money, and also of commodity prices (due to more production); and that therefore, with wages more or less peoged at high levels, the common stock owner may carn mighty little. Indeed, even though " might theoretically The Parrot in future lunches with the Flower Pot: the Knife takes his luncheons all Crast "plenty" to reproduce the ezisting /actories, low earnings will prevent the common alone. And the financial papers only quote the Parrot. [The crowd however usually start stocks from rising. Hence, it is probably winer to wait until after the War before you proves wrong. The Knife, in the end, turns out to be right. And the rich pay first and buying common stocks on nebulous post-war fized-asset-replacement-cout values." most for the War (and the Peace) since Washington willed it sol] And, in the short run as distinct from the long, the very fact that there is an Office One more whirl, in wages, maybe. But equities won't benefit. Though NO one con of Price Administration, and heavy Excess Profits Taxes, makes it (in the Knife's prove that anything "will" happen. The lonely forecaster can only say what HE sees view) rather foolish to buy common stocks (which you know are going to suffer on the horizon. And what he sees (as also does Mr. Morris Rich) Le the Beheading of perhaps not till several years after the War ends. throughout the War) just because you know the suffering may end some day, though the Rich, by the slow saw system. (5) Then comes the man in the middle of the table (The Flower Pot) who always Let us now turn to the question of Subsidies for, in order to avoid raising that speaks in generalizations and in terms of economic "tendencies." He parrot-like, prices in certain industries, Mr. Henderson wants to subsidize the higher-cost pro- "Inflation tends to inflate earnings: that all price coilings tend to says, be rubber ceil- ducers! There In also some talk of pegging the cost of living. and subsidizing certain Ings: and that gradually inflation will benefit common stocks, even If taxes groups in order to do so. And the bulls have seized upon this suggestion as constitut- tendencies?" Therefore buy stocks and lock them up. Why buck the normal probabilities are huge. and ing nothing but a method of trying to cure inflation BY MORE INFLATION. Which makes them all the more bullish! or al inflations (of the ever-recurrent bank credit cycle which used to occur before 1940) (6) But, says The Knife, such men seem to forget that, although in all the natur- Price Control Subsidies "managed" dispensation, wages rise before controlled prices usually profits and prices which rose ahead of wages, today under our present more At first eight, the thought of Government subsidies to high-cost manufacturers and distributora (who are suffering from high or rising costa), in order to prevent prices That COMMON (the stockholder getting ahoad with the ball, he, pour devil, so is that, usually instead left behind. of the rising, looks quite ridiculous. For obviously such subsidies cost the Government more and the lag) in the difference between this Far and the last between the normal money, and positively accentuate the inflation of money, which in the ruot cause of the abnormal. Governments (too) home learnt from past history. inflation of prices. Indeed, subsidies look like trying to cure inflation by means of more la- ly, you growls, have got to do benefits common stocks. It always has done, and though blind- (7) Then, "Inflation the traditionalist Parrot at the side of the table orthodoxly, tent inflation monetary dynamite that the eventual blow-off in general prices will tend to be with the suggestion that the policy, if continued, will store up so much stocks le to frame your investment policy intelligently and nelect always will. All greater than ever (if eventually the Controls break down). exceptionally carefully - in the light of NEW conditions, economic your and common politi- 5 Regraded Unclassified 68 True, you have to give each industry some profit in order to prevent it from ceas. PART II - THE BIG PICTURE log production. But many argue that it is much the best to allow general prices to rise Price Control Is Only Part of the Problem (so as to give the profit) rather than for the Government to subsidise. This Digest BET far has primarily been concerned with Mr. Henderson and his cell- If, however, the Government is the chief (or only) purchaser; and if the Government ingo on prices and wages. But the problem of Controls la only half the problem of pre- policy is to allow the producer "some" profit, it doesn't much matter whether the Gov. venting wild inflation and eight must NOT be lost of this point. For after all, Mr. ernment pays the profit either in the form of a higher price or in the form of subsidy, Henderson is only concerned with the super-difficult task of preventing ALREADY EX- But if the Government is not the sole purchaser; or if the various manufacturers ISTING inflationary forces from "catching." He has THE power to shut off the in/la/ionary concerned have different levela of costs; it seems much better to give subsidies to the engine: all he can do is to apply certain broker. few high-cost producers (in order to encourage marginal production) than to pay more to everyone all around. The outstanding fact in the whole issue is that there are two completely different eides to the problem of checking inflation: 1. AVOIDANCE:-To check it at the monetary source, by reducing Government Of course if excess profits are a full 100% and if the low-cost producers are paying expenditure and/or taxing heavily, and avoiding borrowing from the commercial excess profits, the Government does get back from the producers perhaps the whole of banks; (This, plus Forced Loans, will be done later, after Election) and the extra money it might pay to everyone as & result of higher prices were true, it would again not make much difference to the Government if it paid higher this and if 11. BRAKES:-Arüficially preventing the (largely unavoldable) Inflation of mone- lary purchasing power from "catching" and foreing up prices. prices all round, provided that it got the addition back (from the low-cost producers) in the form of levy-receipts from excess profits taxes, As regards I, the cure (Le. avoidance) lies in forced loans, withheld wages, high taxes and a reduction in borrowing from the COMMERCIAL banks. But if excess profits taxes are not 100%, (and If the government is the chief buyer) As regards II, (namely the Brakes), you can't control prices for long unless you also subsidies are theoretically preferable to raised price ceilings particularly if the control wages, and farm prices. Otherwise they spiral. low-cost producers are (a) paying excess profits taxes, and (b) constitute the major part of the Industry. Mr. Henderson and the OPA are not concerned with the problem of avoidance except in so far as the control of prices and wages prevents a tendency towards spiraling. Avoidance is rather a question for Mr. Morgenthau and perhaps Mr. Eccles, Leg the Obviously, however, if the Government is not the only purchaser, and if the commod- financing of the War, with taxes and bona fide loans rather than with borrowings from ity in question forms part of the general cost of living, all arguments that the Govern- the commercial and Federal Reserve banks. In other words, complete success by Mr. ment geta back the whole of ita subsidies in one way or another fall to the ground. Henderson does not necessarily mean that the danger of inflation is PERMANENTLY avoided for if Mr. Morgenthau gues on borrowing from the commercial banks at Subsidies, nevertheless, do have this merit that they will enable the price level, as say $25 bns a year, the latent dynamite goes on being stored up, so that eventually, if published in indexes, to be pegged, And if the public really believe that it is going to be explosions in prices begin to occur over and above Mr. Henderson's ceilings, black mar- kept pegged, they will not obey the Law of the Rising Market and start trying to stock kets may develop as in England; and second-band gooda may sell at higher prices than up unduly, therefore creating artificial starcities, now goods; and production may cease because it la unprofitable; and eventually, in order to get production started again (Ho as to prevent rising prices due to scareity), Mr. Hen- Moreover, if the Indexes are prevented from rising, the labor unions will not be able derson may be positively ordered to raise his cellings. raling wages may be taken out of the factor of spiraling prices. to ask for higher wages on the score that the index has risen; and thus the factor of spi- Such a condition ia theoretically quite possible though probably not this year. pegging real (and monetary) Wages Pegging prices may in fact be the first, and the politically most prudent, atep in The question therefore arises as to whether the Administration is willing to, and dustries. thing in the way of a few subsidies to the even high-cost if the insertion marginal of companies the peg does in cost a few some- In- politically capable of, virtually ceasing burrowing from the commercial banks. Personal- ly, I think no, for these reasons:- (1) If the output of consumables has fallen so low that the average housewife, will be the hesitation of the public to subscribe to fixed-interest bearing war bonds. Incidentally, the more that prices (the index) are expected to be pegged, the less despite the higher wages of her husband, cannot buy washing machines, pew cars, new carpets, and so on, she especially if taxes on corporation profits are increased, and with more inflation," the idea has more merits than faulta Indeed although subsidies are admittedly a method of "trying to prevent Inflation stocks Government earning Loans (whether forced or voluntary) as in anything alse. are less and lesa each year will probably be as willing to invest in 80 think L She may not want to clutter up her house with surplus furniture; and may not be And Mr. Henderson will get most of his asked for subsidies, for he will use discretion willing to let her husband start buying real estate, especially if rents are controlled in what be aubeidizes. for she will know that the safest and most profitable form of real estate, namely, houses for the workers, is likely to be augmented immensely after the War, when the Govern- Subsidies be all Around would, of course, be inflationary, but an occasional patch of them ment has upon its hands the task of finding jobs for disemployed soldiers. may anti-inflationary, regarding the national economy as a whole. And many housewives will say to themselves that even if the Government dom In- index, N.B. succeeds If in Government, avoiding 10% by spouding rise in the half Index a billion no as to peg the Cost of Living elat on 10% of wages being put into War Loans, that such savings are only the equiva- lent of five weeks' pay per annum and that even if such savings are forced upon her round increase in wages and if this avoida a 10% all- Then, Thus, seeing that wages are about $70 bna, & rise in wages family for three years, it will only keep the family, at current standards of living, for of $7 bna will be avoided fifteen weeks which may not be much of an insurance if there happens to be a long "employs" subsidy of half only the a half workers, It will be saved if the $31/2 War bns Government In estra indirectly pays and unemployment slump, when peace occurs, with lots of discharged soldiers competing for billion. Good business: and anti-inflationary, wages, though as a inflationary result of 4. her husband's job. In fact, instead of objecting to forced loans, she may be rather grate- 6 7 Regraded Unclassified L9 ful for a Government that steps in and makes her save for are not most Women, with cash in their purses, rather unable to resist that new hat? But Congress wants to keep Labor and the Farmers sweet and "loyal" (forgive a little repetition here), and the New Deal policy la to re-distribute the national income in And if she is a normal woman, she will not want to nee her husband going too much favor of workers and (armers. to Exchange. the horse races, or drinking too much, or beginning to speculate in dogs on the Stock When, however, the re-distribution in virtually complete (m It nearly is), there will be nothing more to give to these two pressure groups: and even they will then (probs- And since she is sure that the War will end some day, she will not behave as in 1920, bly) see that any extra monetary gains they may get, must be paid for by extra mone- when most American ladies thought that a new era was here forever, and that therefore tary taxes on themselves, And then, they will no longer have any sound reason for ob- there was no need to save, and that wisdom consisted rather in borrowing. This time, jecting to more or less general price and wage control, the lady will expect a post-war slump (if her husband is an armament worker) and will be only too glad to pay off all her debta to the installment companies and to save for the There is already little more to re-distribute In favor of workers and farmers, The eventual and inevitable rainy day. Moreover, it would be patriotic, and help to defeat the capitalist group have been nearly (not quite) milked dry. And when this can be "proved," Jape and Hitler and to avoid a rise in the cost of living. as It will be largely proved when the coming crop of dividends is announced, the New Deal will no longer be open to the accusation that It is trying to fleece the poor before My own view is that forced loans will not be objected to provided that everybody is fleecing the rich. made fluences. to subscribe, and that one pressure group does not get off because of political in- In fact Mr. Henderson is very soon virtually bound to receive the support of Mr. Roosevelt, whose nwo political future depends upon Henderson's success. And Mr. Roose- And if forced lonns and taxes are adequate, there is no need to go on borrowing velt's first act will probably be to ask for atill higher taxes on the rich! from the banks; and the inflation of bank deposits may be stopped. Mr. Henderson's opponents may meanwhile say that Mr. Henderson and the OPA That is how I see it eventually turning out although all this will not happen are trying to usurp the powers of WLB; and that the Administration is adopting the before the nest election. view that, "The Way to Win the War is to wage war on wages"; but the past record of the New Dealers disproves this. And incidentally, every additional piece of bad military news will make the Amer- ican housewife, and her husband, more willing to be careful, frugal, and patriotic. The way to lose the War in to have a violent inflation. To prevent such inflation, wages MUST be controlled and the workers will soon have the good sense to see it. Forced monetary loans will be unpopular only if Henderson la going to fail, and If So also will the farmers. the ultimate fear of the dollar in thereby sugmented, They merely need to be convinced that nobody is becoming a war millionaire, and But if the Administration adopta a well-rounded out program, not only of controlled that the relatively rich have suffered first. wages and farm prices, but also of forced loans to avoid progressive inflationary bor- rowing from the banks almost everyone will gain renewed confidence in the dollar and Incidentally, neither the President, nor any other Washington big guns, have yet feel that their forced loans are not risky at all, and, in fact, will subscribe to them almost (27 July) bothered to hurl their propagandist projectiles Into the inflation arena. True, voluntarily, though forced. the President did make his 7-point speech on April 28th, but the rest of the Cabinet What le wanted is a well-rounded out policy without loopholes in either farm prices have been totally bush hush, and Mr. Henderson has been left to fight his fight alone. or wages or in any other segment of the economic apple as à whole. And that is un- And the bulls, foolishly thinking this apparent desertion of Henderson to be per- doubtedly the Government's polley. (Re-read Mr. Roosevelt's speech of April 28, 1942.) manent, have jumped to the conclusion that the battle against inflation la lost: that the It cannot of course be put into process overnight but it is already "on its way." President does not care: and that Congress rather wants it, because it wants to "please" both farmers and laborers farmers, because it gives them higher prices and reduces And personally, I feel sure that Mr. Roosevelt would resign rather than see his the real burden of their mortgages-and labor, so that wages may not be controlled. economic anti-inflation program break down. Incidentally, his whole personal reputation with history dependa upon It! But all these views are very short-sighted. Workers are consumers an well as wage- recipients; and if wages are going to be raised only because the cont of living rises, wage-earners will suffer from the time lag ao they and their wives do not want to Temporary Delays (But Don't Get Bullish) see the cost of living rine. But (as already said) America is a democracy, and it is difficult for an Adminis- And trade union leaders will only want money wages to rise if the rises can be at tration to move very far ahead of the thinking of its public, the expense of profits (or the general tax payer) rather than at the coat of the workers themselves (In the form of higher prices). time; but to apply them EFFECTIVELY, it is perhaps prudent to wait until the mo- It may be fairly easy to get preventive (anti-inflation) bills through Congress in And that point is nearly reached. So the trade unionista will soon agree to the fixing of ment in psychologically right, l.e., until it in a little late; and the public have CONVINC- wages for Uncle Sam's sake or at all events won't rebel publicly much more than ING proof of the need for action, and sacrifice, is outwardly necessary "in order to remain a trade union leader." public "really" to see the real need for rigorous action. That is what, I believe, the Administration have been doing-i.e., waiting for the A Pre-Election Inflationary Boom? At the moment, with an election ahead, it "looks" as If Congress unwilling to The Administration may of course privately desire to wait till after the election control either farm prices or wages. But that la only the surface appearance. were before cracking down on prices or supporting Henderson; but although the President may be a great politician, be is also a great statesman. And if inflation sentiment shows In fact, to climb as soon as there is a risk of the retail price level rising signs of getting at all seriously out of control before the election, as It has been doing wagon; in likely for on the anti-inflationary bandwagon, and desert the fast, Labor-Farm Congress itself this mid-July, be and his Cabinet will act before the election. the light of soon consumers even farmers than producers. and laborers may begin to consider themselves more band- in Indeed, if inflation in given B little more publicity, Congressmen are likely to climb on the anti-Inflation bandwagon. So also are farmers and labor. 8 9 Unclassified 70 Inflation Series (Essay No. VIII) I am therefore not one of the inflationary stock market bulls. I feel that both the President and Congress will give Henderson their full support quite soon; and that most of the inflationary arguments which are now being put forward by the bulls will fall lo the ground. How Inflation Leads To Revolution Indeed, it is quite a fallacy to argue that even if commodity prices did rise another by 50% owing to Henderson failing, common stocks must therefore automatically benefit Additional taxes might meanwhile more than cut current profits in half! And that is MAJOR L. L. B. ANGAS what I see ahead. Digest 97 Incidentally, if the War goes badly in Russia and Egypt, or elsewhere, the public will August 4th, 1942 (with Dow around 106) become much more ready to accept sacrifices than they are today. As I have often said, it may need one or two more Pearl Harbors to get the American public (farmers and Revolutions are not a Question of Viciousness laborers) really willing to wage the War all out, in such a way that financing the War It is well known that the wild inflations of the Twenties in Europe led to virtual will NOT lead to an inflation which will ruin the country, and which MIGHT lead to revolution. revolutions in Germany, Hungary, Austria, etc. When, however, anyone, particularly a foreigner, gets up and says, "America might suffer a similar revolution," he in usually The question of Revolutions (in rich and strung countries) will be dealt with in accused of being either crazy, or anti-American. But that in mere foolishness for Digrat 97. revolutions do not come because people are viclous, or because the country is uncivilized: but because something goes wrong in their lives of a nature so painful and disconcert- ing to their families, that the general public begin to feel that they simply must do something drastic about it quickly otherwise their wives and children will starve, and life will no longer be worth living. Unfortunately, both inflation, and deflation, are capable of bringing about this con- dition. Moreover, let me immediately add that it makes no difference whatever how great are the natural resources, or the accumulated wealth, or the moral fiber, or the general good-will, or the gold reserves of the country in question. The simple fact is that if eco- nomie conditions become so bad, as a result of either inflation or deflation, that produc- tion (and above all, distribution) comes to a standstill and incomes cease, about the only thing that the people can do is to net in a. way which constitutes revolution and the chances are that the higher the normal standard of living and the greater the in- telligence of the population, and the greater their political liberty, the more certain are they to get angry and go wild if they begin to see their families suffering starvation and themselves becoming financially declassed. I have closely watched these developments in Europe. So forgive me for briefly THE END mentioning them here. Complete Breakdown-Revolution When a wild inflation geta out of control, and when no businessman knows how high prices are going to stand a month or even a week hence, all long-term and short-term contracts become meaningless. No producer of raw materials will take orders except on an escalator (price Index) basis. Therefore no manufacturer will quote prices, except on an escalator basis, to re- tailers. And retailers, If they have seen prices rise several hundred per cent within the last few months, will feel that the cumulative price rise "must" soon come to an end: BO that they simply dare not give firm orders to manufacturers (at higher prices) lest some inflation-buster (like Monsieur Poincare in 1925) appear on the scene and suddenly stop the rot. Retailers therefore refuse to give orders to manufacturers (although they are prob- ably wrong about an early saviour like Poincare) : manufacturers therefore refuse to give orders to raw material producers: and production itself comes to a standstill, and millions upon millions become unemployed. Workers are then left without any money income, with which to buy the fantasti- cally expensive commodities required for their living standard. Fathers see their wives The Angue Digesta Stock Selection Latters and children starve. And in obedience to man's primary instinct, the Will to Survive, Issued as market conditions Alteen per cultar your, Frittes Mid-weekly by Mr. M. Rich, 4 Wire Service 12, di and J me). $25, BIS and at name specific issues la buy or sell High speed condenantion et opinion they loot the shops, for the sake of their children. 12, 0 and 3 NI. 150, $30 and III of imported prints in the market Portfolios Managed-$300 minimum 12, 0 and J as and $10 Meanwhile the police, if they do their duty, arrest (and occasionally have to be rough Major L L B. ANGAS, Investment Economist, Single 570 Consultations Lexington $100 Ave., New York. with) the family-loving fathers. "New" politicians then come to the front to organize loving fathers to be rough with the "brutal" duty-doing police. Inflation, I repeat, leads to revolution. Regraded Unclassified I myself have had the experience of seeing some of the wrecking of private homes Inflation Series (Essay Na IX) which took place in Budapest when Bela Kun set up his Communist rule in Hungary- as a nominal antidote to the "mismanagement of money by the capitalist government" who mis-managed the capitalist system-because they did not understand the dynamics of Inflation, and the latent dynamite in spiraling Government Debt. YOU CANT BEAT INFLATION by Of course, there are always counter-revolutions, eventually. But why invite tempo- rary revolution in America? And if (I said IF) the Government goes on borrowing from MAJOR L. L. B. ANGAS the COMMERCIAL banks enough, that is what, I assert, is going to happen HERE. Digest 98 Week-Kneed Finance August 5, 1942 Quite a few people outside Washington should (I think) ponder the subject more deeply. It in not enough just to shirk the problem comfortably, and say (1) that taxes are high enough already: (2) that to resort to forced loans would make the War too Nobody Makes A Killing unpopular: (3) that therefore one must rely on bons fide loans as much as possible; and (4) that if they are inadequate, the rest of the War financing must be done by Popular talk about inflation usually leads to a debate on what is the best hedge. borrowing from the commercial banks (which le inflationary, although some pretend It (Though I admit that in most cases any discussion of the "best bedge" really means is not). Nor is it any use (stupidly) saying that America's huge gold reservee rule out "How to make a killing.") inflation. Actually, very few people do make a REAL killing out of inflations. Their money, Inflating bank money, in a modernized economy, is just BE bad BE inflating paper though more, may really be worth less! (False profital See Digest 90). And even notes. And it in more foolishness to say that "bank deposita are not money," nor mone- the few adroit speculators who de temporarily make a real killing (as well as a money tary purchasing power, and that therefore inflating bank deposita la not Inflation- killing) usually lose all their gains in the end, by misjudging the moment at which and that therefore It does not matter borrowing progressively from the banks. to get out. It does matter, All I shall prove in a later Digest. And, if continued eumulatively, (N. B. The Hugo Stinnes Group in Germany in 1923 owned about one-tenth of the will lead to national ruin. I cannot stress this point too emphatically. industry of the country by the time the inflution reached its peak. But they did not know As Digest 92 showed, YOU. no matter how rich you are, should prefer high cur- schen to sell (and incidentally, they could not find buyers when they realized they were rent taxes to either loans or forced loans. You should prefer forced loans and capital too late) no that Group actually went nearly bankrupt/] levies (Digest 92) to inflation (and revolution). And you should realize that borrowing from the commercial banks la just as much inflation as was the printing-press infla- The Selling Problem tion of the German mark. It la merely the YOUTH of a note-inflationary movement. Persons speculating in commodities, etc., on borrowed money often make real profits For, as soon as bank reserves become strained, paper money is printed to sup- during the inflation; but making the real profit is only the easiest half of the problem. port the reserve ratios. Picking the selling point, and the point to pay off loans-and not being too soon. and And when this begine, the country is well un ita way to INTERNAL REVOLU- not being too late-is much more difficult. For most people either sell too spon (be- TION regardless of how really rich it is, or how much gold It has, or the magni- cause they just can't believe the wild Inflation can go any further) or sell too late tude of its potential productivity. (because they do not realize that, under certain conditions, inflation can be stopped: and that men, like Poincare, Mussulini, and several others, are capable of stopping it, If Germany was etill one of the physically richest countries in Europe in the early they are ruthless enough: and have sufficient political power.) twenties. Yet, despite this, inflation completely wrecked her. Hence, Hitler. Few Benefit As I have said in part Digesta, the way to avoid and prevent inflation in: Of course, a few people may make & REAL killing. But obviously. the nation an a whole does not do anything except suffer, because inflation is a real tax on all money (1) To stop borrowing from the commercial banks, and resort to still higher users, i.e., everybody. And it is just as difficult for large groups to make a killing out taxes, forced loans, or capital levies, instend; of inflation (the inflation tax) as it is for large groups to make a killing out of the In- (2) To riphon off excess monetary purchasing power (over and above produc- come tax. And you can't, for the most part, make A killing out of parting with real re- tive capacity), even if it involves withholding wages, or taxing the workers sources to the government! ao that their standard of living falls. Incidentally, I myself tried to make & killing out of bearing the German Mark in (3) With no much productive capacity devoted to war material, you cannot main- London in 1922, starting at 524 to the pound. It went to many trillions: but the firm tain the real standard of living, To pretend that you can is just bluffing the I used was not "firm," and went bankrupt; (and I actually lost my deposit margin!) workers. Nearly everyone, including the self-belleved astute, suffer, from inflational The chances of winning are not one in a thousand. (4) If these things are not done, you will get your Inflation and maybe revolu: tion-just as Hitler hopes for and forecasta. How the Poor Suffer (5) May the financial authorities In Washington (and also their opponents) see fit to save America IN TIME from financial foolishness pursued just for The next quastion to answer is, "Who suffers most?" the rich or the poor? the sake of avoiding the inevitably high taxes and forced loans which all First, let me debunk a popular argument. The man in the street says, "The rich global wars must automatically and unavoidably entail, have all the money. Inflation is a tax on money. Therefore the rich must suffer must. And since the average worker has little money, he probably escapes the tax. Hail in- THE END inflation." Regraded Unclassified 72 But although the rich are wealthier than the poor, they do not necessarily "have mire money"; and since they are usually better advised on financial matters than the Oh yes, the "Tittle people" pay, although no far (in U. 5, A.) some of them have relatively poor, the rich collectively usually shift from money and bonds and other mon- made inflation pay. ey-obligations into other assets, or foreign exchange to avoid the inflation-tax on money. How to Hedge Against Inflation In fact, the segment of the rich which suffers most seriously, as a rule, are those Personally, I know of no perfect bedge unless you can find a foreign country which with trust funds which have to be invested in fixed-interest securities. And they suffer in not inflating at all and by that I do NOT mean one that is morely not inflating plenty. so fast as one's own although it certainly does relatively pay to be in the frying But the majority of fixed-interest securities are All it happens, not owned by the pan, rather than the fire. rich, but by the relatively poor, particularly in the case of America. Let me prove It. (i) Of course, if you can borrow on a margin of 10%, and if the commodity mar- First of all, let us look at the distribution of the Government Debt. (1940 flgure keta are not controlled, you can probably best Inflation, i.e., not merely make a lot of "money," but also retain your real wealth. But governments today have learned auft- of $15 bns.) Of this, 60% was held by banks: the other 80% by universities, churches, foundations, insurance companies, and other institutions. elent to control the commodities in which It is essiest to opeculate on margin. (They too have learnt the tricks of tricking the would-be tricky.) What hita the poor when bankrupt governments inflate wildly is the real lonnes (ii) Then, in theory, you can go and sell bonds short. if anyone will lat you. But they suffer from the money they have put into savings banks and insurance companies. you usually find that you can't find anyone "to get on with" who will loan you his Oh yes, they get paid their "money" all right. But It may only have one-twelfth of bonds to sell short; for it Immediately puts the bondholder on his guard that he too its real purchasing power, enabling the aged suver to live only one month out of twelve! ought (perhapa) to sell out and go short. And If he in in A legal position to lend his They are the fellows who really "pay" the inflation tax. bonds, he in also in a legal position to sell. No go, usually! N. B. There are 60 million policy holders in America, most people holding two And before I forget it, let me repeat that you have got to goess the time when to policies each, And there are nearly 50 million depositors in savings banks. pay off your loans. Nor muat you not override your bear bond market. Women (iii) Then, you can buy high-geared equities in highly lovered industries. assum- Ing that the price of their product in not controlled. But It usually in in all such cases. Now let us turn to the ladies: secretaries, teachers, government employees, shop Just look around the New York Stock Exchange list today. Even the products of dis- girls, domenties, They are usually on n salary basis. And their employers usually have tillers are controlled. excuses (connected with either the rising cost of living, or their own shortage of work- (iv) Then, you can buy that farm, or cattle, or real estate, or timber which grown DR capital, blah, blah, blah) as to why they cannot raise wages and salaries. All these and gradually geta more valuable yearly, or A young orchard, or some married pigs, fadies really "pay" the Inflation tax. The Government gete the real resources which they or B. fox ranch. And maybe you will get "really" richer, and escape, either totally or par- might have commanded, IF prices had not risen. tially. But if you go out into these "to you unknown businesses," some emarty osually EYP* you; and the foxes turn out to be all gentlemen: or the trees to have diseases: or Wage Earners the real estate cannot be maintained (for lack of workers) or something else goes wrong. (It always does!) And even If you buy ailver or gold dishes, it may K° out of circula- Rut how about the boy friend? In the EARLY stages of inflation, most workers tion. And your diamonds may get stolen, or your centa may be restricted: or your up- gradually become fully employed, and (while their employers are making large money developed mining claims may be nationalized (in the coming inflation-cased economic profits, which are usually false profits, see Digest 90) they are able, with the aid of revolution) : and heaven knows what their trade unions, and because of the competition among employers for labor, to get (v) The only way to escape. If you can escape, la to be ultra-nimble, and hup- their wages put up IN ADVANCE OF the cost of living. Indeed it has been happening gally in America recently: and the workers probably like the New Deal cum War Infla- from the ownership of one thing to another just before the various markets in your the (20 far). temporarily-lucky "one thing" get sat upon by governmental interference: and a few months before the next lucky thing (other things) get sat upon, Only kangaroos escape But when inflation really gets on the move, (particularly in a War when patriotic inflation, so says old-man Kangaroo Angas. workers cannot politely strike), wages tend eventually to lag very beavily behind prices. At all events, it has always happened in all past inflations. And America, though she Propaganda (Your Duty) rather seems to think that "Things are different here," will probably not escape this normal time lag. For employers always complain that the rising cost of living is due Actually, dear reader, If you want a hodge against inflation, the best thing you to rising wages, not vice versa: and they Invariably run short of working capital dur- can do is to yell like hell (as this Digest la doing) against the Government resorting to ing Inflations (as well as making false profits), (See Digest 90) and after a bit inflationary measures (like borrowing from the COMMERCIAL banks) because of employers living rises say, "I would rather close down than move wages up every time the cost it wants to please the public, and keep them temporarily sweet. for the simple reason I just can't make any forward sales contracts, 1. First of all, you can lend all you can and make bona fide loans to the Govern- and the whole thing is driving me mad. I would rather speculate with my working ment to save the Government from going to the commercial banks (which is inflation). capital in diamonds, than in labor." 2. Secondly, you can go down to Washington and scream at your Congressmen In other words, do not think, my dear reader, that because labor has 50 far (early to pass a law to prohibit any further borrowing from the commercial banke. Advocate 1942) busten the New Deal cum War Inflation it will continue to do no if inflation more taxes and capital levies instead! And the poorer you are, the more you should do it. geta Worse. It Just won't. Go ask to be taxed. (But can I see you doing it?) C. L. rises 100% (and your wife will tell you about It!), what chance have of And if you happen to be a workman who in reading this Digest, ask yourself, if How to Lose Money gotting & full 100% increase In money wages. Personally, I rather fear you you will suffer from the time leg. Ge talk it over with your boar, Some of us perhaps would love to make a fortune out of the War but we won't We'll probably lose especially as almost all market letters today are filled with the 2 3 Regraded Unclassifie fallacious arguments with which I began this Series of Inflation Digests, namely Di- gest 88, THE "UNANSWERABLE" BULL CASE, wherein I let my forecasting venom fall on all the unsound "orthodox" arguments now being widely trotted out. If you want to lose a fortune RATIONALLY, then go buy the peace babies on every early peace scare; then, when it looks as though the War will last longer, go buy the war babies; then, as a regular habit, buy near the top of every recurrent short-run in- flation-talk cycle; and above all, buy the stocks selling below their fixed-asset values. It is all 80 reasonable, especially as, if enough people do it, you will actually get a (fal- lacy) boomlet! Really, however, one ought to have the horse sense to distinguish between infla- tions which WILL be allowed to "come through" to common stocks (as always in the past) and an inflation which will not (as today). POLICY Don't go off and buy common stocks till 1 tell you. THE END The Angus Digesta Issued as market conditions warrent. Stock Selection Letters Angas Wire Service Minimum-6/teen per calendar year, Fritten Mid-weekly by Mr. M. Rich, High speed condensation of opinion 12, 6 and 3 mas. - $25, $15 and #8 name specific issues to buy or sell at important points in the market 12, 6 and 3 mos. - 150, $30 and 118 12, 6 and 3 mos.-$25, $15 and $10 Portfolios Managed-$300 minimum Single Consultations $100 Major L. L. B. ANGAS, Investment Economist, 570 Lexington Ave., New York. Regraded Unclassified 73 THE UNDER SECRETARY OF THE TREASURY WASHINGTON October 19, 1942 STRICTLY CONFIDENTIAL MEMORANDUM FOR THE FILES Mr. Hamilton of the State Department phoned ae this morning that the State Department had under consideration the question of negotiating a. new treaty with China on extra-territorial rights. In this connection there will probably be included a provision which will eliminate all questions of the Boxer Indemnity. He asked if this Department would have any objection. I said that it had been the long-established policy of this Department to recommend the remission of the Chinese Boxer Indemnity payments to this country. As he knew, they had been used for a number of years for educational purposes. In view of this stand, I was quite certain that we would not only not object to the cancellation of the -indemnity pro- vision of the old treaty, but would probably strongly recommend that it be cancelled. DWB FORVICTORY BUY UNITED STATES WAR BONDS AND STAMPS Regraded Unclassified 74 OCT 19 1942 Dear MI This is is reply to your letter of October 10, 1942, conserving receipt from the fressury of information - the ability of certain countries receiving lond-lease assis- tense to finance their purchases of geeds in the United States. The Treasury will be glad to facilitate the regular provision of the available data you request. I think it would be helpful to both agencies if the transuittal of these and other data from the Treasury to the Office of Lend-Lease Administration was restinized to the greatest extent possible. Monover, as you my the - and type of information which the Treasury has - the different countries varies considerably. for this reason, I suggest that a member of your staff confer with Dr. Unite's effice to decide the date your office should receive pariodically. Very sincerely yours, (SIGNED) D. W. BELL Aoting Secretary of the Treasury. Mr. & ". Stattinius, dr. Administrator, Office of Land-Lease Administration, 525 22ml Street, ... Washington, & Co TMK/gre 10/15/42 Regraded Unclassified 75 COPY Office of Lend-Lease Administration Five-Fifteen 22nd St., N.W. Washington, D. C. E.R. Stettinius, Jr. October 10, 1942. Administrator The Honorable The Secretary of the Treasury Washington, D. C. Dear Mr. Secretary, From time to time I have requested the Treasury for information regarding the ability of certain foreign governments to pay for goods procured in this country.. Dr. White's office has always been most cooperative in supplying the information desired. It would be most helpful if such information were forwarded to me periodically, and I am wondering if it would be agreeable to you to have this done. I desire particularly to be kept informed with regard to the following Lend-Lease countries: Relgium, Brazil, Czechoslovakia, Fighting France, Greece, Iceland, Iran, Iraq, Netherlands, Norway, Poland, Turkey, U.S.S.R., Yugoslavia, United Kingdom of Great Britain and Northern Ireland and the Dominions included in the British Commonwealth of Nations. Sincerely yours, Sgd. E.R. Stettinius, Jr. E.R. Stettinius, Jr. Regraded Unclassified 76 OCT 19 1942 I I á à This is in regly to your letter of Ocheber 12, 1942, conserving the of Treasury cilver to friendly for industrial - consential to - production. the Treasury will be and to consult with the Lemi-Lease Administration the MP Production Board regarding the class of Treasury silver to be used in meeting cash approved Land-Lease requisition. 1 1 I $ I the Land-Lasse any of I too the ruturn after I r I Treasury silm is made available under lanb-Lease provided, 7 wall (SIGNED) D.W. BELL Acting Secretary of the Treasury É I I d fill office of 1/mi-Lease Administration, as - send. Street, no Weg Washington, Do a 10/15/42 Regraded Unclassified OFFICE OF LEND-LEASE ADMINISTRATION FIVE-FIFTEEN 22d STREET NW. WASHINGTON, D.C. E R. Stettinius Jr. Administrator the dear Vr. Secretary: This Administration is willing to lend-lease Treasury silver for industrial uses essertial to war production pro- vided that in each case the usual criteria of the Lend-Lease Administration for providing lend-lease aid are satisfied. The preferable method of transferring Treasury free silver is for this Administration to direct you, under the authority and subject to the limitations of Section 3(a)(2) of the Lend- Lease Act, to transfer from the Treasury stock of free silver specified quantities of silver, which it will be necessary for you to value. To transfer Treasury monetary silver for lend- lease pur oses, under existing silver statutes, it appears to be necessary for this Administration to authorize the Treasury through the employment of lend-lease funds to redeem silver certificates. Inasmuch as the procurement of Treasury free silver for lend-lease purposes is considerably less costly than the procurement of Treasury monetary silver, we would naturally prefer to draw upon Tree silver for lend-lease purposes, but would be willing to araw upon monetary silver if this should be deemed necessary in order to conserve the free silver for domestic use in war production. We are informed that, at the present time Treasury free silver alone is available without cost for uomestic non-consumptive use in war production, al- though legislation now pending in Congress would, if enacted, make Treasury monetary silver also available for such use. lie recommend, therefore, that in the case of each approved Lond-lease requisition for silver, representatives of the war Production Board, the Treasury and this Adminis- tration determine whether the leno-lease need should be met out of free or monetary silver. There are cogent reasons why silver which is lend- leased should not be made the subject of a special agreement PORDEFENSE providing for the return of an equivalent number of ounces BUY UNITED STATES PAYINGS BONDS Regraded Unclassified - 2 - of silver. We are willing to adopt such an agreement in the case of Treasury silver, however, if in your opinion it is necessary. Before embarking upon any program for lend-leasing silver we should wish to give to the Appropriation Committees of the two Houses of Congress notice of our intention so that if they saw fit they might express an opinion upon the subject. Very sincerely yours, E R. Stettinius, Jr. The Honorable The Secretary of the Treasury Regraded Unclassified AIR 19 79 BRITISH AIR COMMISSION 1785 MASSACHUSETTS AVENUE WASHINGTON, D.C. TELEPHONE HOBART 9000 PLEASE QUOTE REFERENCE NO With the compliments of British Air Commission who enclose Statement No. 55 - Aircraft Despatched - for week ended October 13, 1942. The Honourable Henry Morgenthau, Jr. Secretary of the Treasury WASHINGTON, D. C. October 19, 1942. Regraded Unclassified 80 MOST SECRET STATEMENT NO.55 AIRCRAFT DESPATCHED FROM THE UNITED STATES. WEEK ENDED OCTOBER 13TH. 1942. DESTINATION ASSEMBLY BY BY FLIGHT DEL'D TYPE POINT SEA AIR FOR USE IN CAN. CONSOLIDATED U.K. U.K. 4 Catalina IB BRENSTER Bermuis U.K. U.K. 10 DOUGLAS Boston IIIA U.K. Canada en route 2 FAIRCHILD Cornell PT.26 Canada Canada 6 CURTISS Kittybawk Middle East Port Sudan 7 - West Africa Takoradi 16 LOCKHEED Hudson VI Takoradi 8 West Africa # Middle Fast 1 " Middle East GRUMMAN Hartlet IV U.K. U.K. 16 NORTH AMERICA Canada en route 5 Mitchell II U.K. 1 Canada - " Canada Harvard II South Africa Durban 40 if If If If Capetown 19 If " Bombay 10 India " in Middle East Port Sudan 6 U.K. 2 NORTHROP - Vengeance U.K. VOUGHT SIKORSKY 0.8.2.U. South Africa Capetown 3 . Kingston 14 Jamaica 20 -11 143 Regraded Unclassified 81 NOT TO BE RE-TRANSMITTED COPY NO. BRITISH MOST SECRET U.S. SECRET OPTEL No. 360 Information received up to 7 A.M., 19th October, 1942. 1. NAVAL 8th. One of H.M. Submarines sank a small eastbound ship off DERNA. 10th. One of H.M. Submarines sank a 900 ton ship and torpedoed two others. Another of H.M. Submarines sank an 8,000 ton escorted ship off the southwest coast of GREECE. 16th. One of H.M. Corvettes shot down an ME 109 off ALEXANDRIA. CORRECTION: OPTEL 356 for "Canadian Armed Yachts" read "Unarmed Newfoundland Railway Steamer". 2. ATP OPERATIONS WESTERN FRONT. 18th. Three pairs of Spitfires attacked a gun position, locomotives and trains in Northern France. MALTA. On 17th/18th and 18th 287 enemy sorties were flown against 92 Spitfire and six Beaufighter. The aerodromes at HAL FAR, LUQA and TAKALI were cratered and the engine repair hangar at KALAFRANA was damaged. Three enemy aircraft were destroyed, one probably destroyed and two damaged. We lost two Spitfires, one pilot safe. RUSSIA. 16th. The German air force continuously at- tacked Russian forces in STALINGRAD and battery positions east of the VOLGA. Heavy attacks were also made on railways in the KALININ-TOROPETS Sector. BURMA. 15th. Twelve U.S. medium bombers escorted by 11 Tomahawks bombed LASHIO Town and Aerodrome. Regraded Unclassified Refund 82 4M GENERAL COUNSEL TREASURY DEPARTMENT WASHINGTON OCT 2 0 1942 To: Secretary Morgenthau From: General Counsel You have requested my advice on the question whether, under the Federal statutes, your wife would be prohibited from purchasing United States Savings Bonds. If your wife uses her own separate funds, that is, funds in which you have no interest, and if she acts entirely on her own responsibility and without any previous arrangement or understanding with you, I am inclined to the view that a purchase of United States Savings Bonds by your wife would violate no Federal statute. However, it appears to me that the design and purpose of the relevant Federal statute is such that the purchase might result in criticism because of ethical implications. Section 243 of the Revised Statutes of 1873 (U.S.C., 1940 ed., title 5, sec. 243) provides, in part, as it appears in the Code: Regraded Unclassified 83 - 2 - "No person appointed to the office of Secretary of the Treasury * * shall directly or indirectly * * be concerned in the purchase or disposal of any public securities of any State, or of the United States, * * # and every person who offends against any of the prohibitions of this section shall be deemed guilty of a high misdemeanor and forfeit to the United States the penalty of three thousand dollars, and shall upon conviction be removed from office, and forever thereafter be in- capable of holding any office under the United States; That statute was first enacted as section 8 of the Act of September 2, 1789, 1 Stat. 67, the same statute that created the Department of the Treasury. There is no escape from the proposition that a purchase of United States Savings Bonds by a Secretary of the Treasury is specifically prohibited by section 243. That position was taken by my predecessor, Mr. Oliphant, in an opinion to Under Secretary Magill, dated March 11, 1938. He there said: "It seems clear that section 243 of the Revised Statutes prohibits the Secretary from purchasing United States bonds, since making a purchase is obviously being 'concerned in' the pur- chase. Moreover, such an interpretation Regraded Unclassified 84 - 3 - is warranted by the evident purpose of the restriction, which was to eliminate the possibility that motives of private interest might influence the judgment of the Secretary in mat- ters pertaining to the public debt." I agree entirely with that statement of the law. You will note that section 243 not only prohibits the Secretary of the Treasury from purchasing public securities of the United States, but prohibits him from being "concerned in" the purchase of such securities. Furthermore, the Secretary of the Treasury may not be 30 concerned either "directly or indirectly". Obviously, if a Secretary of the Treasury were to sup- ply his wife with funds in order that she might purchase public securities of the United States in her own name, but really for his account, there would be & violation of the statute. On the other hand, section 243 is a highly penal statute, and the Attorney General of the United States has said that, therefore, it should "be taken strictly, and not extended by construction". (1873) Regraded Unclassified 85 - 4 - 14 Op. Atty. Gen. 352. Section 243 says nothing about the purchase of public securities by the Secretary's wife, and, accordingly, I am constrained to the view that it is technically not applicable to the wife of a Secretary who, from her own separate funds and entirely on her own account, purchases public securities of the United States. Nevertheless, it seems to me that an ethical problem is presented where one who is intimately con- nected with the Secretary seeks to do that which the Secretary himself is prohibited by statute from doing. Some persons might criticize such action as out of keep- ing with the declared policy of the law, though per- mitted by its letter. I call your attention to the fact that my predecessor, Mr. Oliphant, in his opinion !/ Under sections 50 and 51 of the New York Domestic Relations Law (McKinney's Consolidated Laws of New York, Book 14, secs. 50 and 51), 8. wife may have separate property and exercise separate control over it. I have not considered what the situation might be in case a Secretary came from a state which has community property or which does not recognize in a wife entirely separate rights and control over property. Regraded Unclassified 86 - 5 - to Under Secretary Magill, dated March 11, 1938, found an ethical question in the more remote case of the purchase of public securities of the United States by the Under Secretary's wife. handly General Counsel Paul Regraded Unclassified 87 11, BRUTON STREET, C 0 LONDON, W. 1. P Y Mayfair 4195. October 20, 1942. Dear Alan: I have been trying to get in touch with Dr. White, as you know, but since he is out of town, as you informed me yesterday, I have not been able to do 80, Mr. Hays has cabled me asking if Dr. White would kindly look over the proposals that have been received from the British Treasury, and the Companies' reply, relative to the unfreezing of film revenues and possibly show them also to Secretary Morgenthau if the latter wishes to see them. Mr. Hays would also appreciate Dr. White's advice whether it is in order for us to transmit the Companies' reply directly to Sir Frederick Phillips. I shall be greatly obliged, therefore, if you will mention this matter to Dr. White on his return and ask him to be kind enough to see me at that time if it is convenient from his standpoint. The Companies are, of course, anxious to conclude the matter as promptly as possible. With kindest personal regards, Sincerely yours, (Signed) F. W. Allport F.W.Allport. Dr. Alan N. Steyne The American Embassy Grosvenor Square LONDON W.1. Regraded Unclassified 88 THE BRITISH TREASURY'S PROPOSALS AS CABLED OCTOBER 9, 1942: The proposed outline below which is receiving serious con- sideration by the U.S. film concerns has been received from the United Kingdom Treasury. The motion picture companies agree to accept the proposals for changing the regulations regarding quota as set forth in the attached Memorandum "A". The Treasury, however, cannot at the present time undertake to provide for the transfer from sterling into dollars of the earnings of the companies for the twelve months' period ending 24th October, 1943, beyond the amount of $20,000,000. The Treasury, in addition, reserves all rights with respect to all taxation which may hereafter be imposed and which might affect the incomes of the American companies in the United Kingdom. Should the companies be prepared to agree to the preceding proposals the Treasury is prepared to permit the transfer into dollars of the sterling balances accumulated by the companies on October 24th, 1942, in so far as these balances are monies which under the Defence (Finance) Regulations would have been transferred during the previous three years had there been no special restrictions made in the Film Agreements. You must, of course, appreciate that it is impossible to give more favorable terms in this connection to film companies than to other subsidiaries in the United Kingdom of Regraded Unclassified 89 - 2 - the U.S. parent companies. However, it is not expected that the dollar amounts which will be remittable by the motion picture companies will actually be substantially less than the sterling balances at their disposal on the 24th October minus any capital amount which may be included therein. The British Treasury is of course prepared to discuss with the film concerns any technical details which may occur to them with respect to the date of the release of said dollars. The suggestion that I would offer is that as large amount as can safely be transferred, according to the auditors' certificates, should be transferred not later than the end of October, 1942. The remaining balances should if possible be transferred at the end of December, 1942, provided the auditors have then finished their work. Should the companies accept these proposals I sug- gest that the detailed drafting of any agreement can best be done in London. Regraded Unclassified 90 TREASURY DEPARTMENT PROCUREMENT DIVISION OFFICE OF THE DIRECTOR WASHINGTON October 20, 1942 MEMORANDUM TO THE SECRETARY: There is submitted herewith the operating report of Lend-Lease purchases for the week ended October 17, 1942. Within the past few days the Foreign Requirements Branch of WPB has started to rerate existing Russian contracts under the recent confidential order of WPB which provides for AA-1 priority ratings for all U.S.S.R. protocol requirements. The production against the contracts in question has fallen behind seriously because the original priorities applied became ineffec- time in many cases due to higher ratings issued to manufacturers for other requirements. If the proposed procedure recently initiated is maintained, AA-1 priori- ties will enable meeting the revised delivery schedules. A copy of the second protocol has been received from Major General Burns of the Munitions Assignment Board, and is being used in connection with our prepara- tion of the 1943 budget to cover items to be procured through Treasury Procurement Division. your Clifton E. Mack Director of Procurement POBLYCTORY BUY UNITED STATES BONDS AND STAMPS Regraded Unclassified T6 LEND-LEASE TREASURY DEPARTMENT, PROCUREMENT DIVISION STATEMENT OF ALLOCATIONS, OBLIGATIONS (PURCHASES) AND DELIVERIES TO FOREIGN GOVERNMENTS AT U. S. PORTS AS OF OCTOBER 17, 1942 (In Millions of Dollars) Administrative Undistributed and Total U.K. Russia China Expenses Miscellaneous Allocations $2325.4 $1153.4 $661.3 $56.7 $3.7 $450.3 (2100.4) (1140.7) (643.7) (56.7) (3.7) (255.6) Purchase Authoriza- $1745.3 $1025.3 $663.4 $40.0 - $ 16.6 tions (Requisitions) (1712.9) (1014.7) (642.0) (40.0) - ( 16.2) Requisitions Cleared $1643.8 $ 994.5 $593.3 $39.9 - $ 16.1 for Purchase (1609.1) ( 980.4) (573.1) (39.9) - ( 15.7) Obligations (Pur- $1548.3 $ 971.1 $522.1 $39.9 $2.5 $ 12.7 chases) (1515.3) ( 952.6) (508.2) (39.9) (2.4) ( 12.2) Deliveries to Foreign Governments at U. S. $ 644.0 $ 512.7 $107.4 $20.1 - $ 3.8 Ports ( 627.5) ( 499.8) (104.1) (20.1) - ( 3.5) * Deliveries to foreign governments at U. S. Ports do not include the tonnage that is either in storage, "in-transit" storage, or in the port area for which actual receipts have not been received from the foreign governments. Note: Figures in parentheses are those shown on report of October 10, 1942. Regraded Ur classified 92 NOT TO BE RE-TRANSMITTED 13 COPY NO. BRITISH MOST SECRET U.S. SECRET OPTEL No. 361 Information received up to 7 A.M., 20th October, 1942. 1. NAVAL A Fighting French submarine while on patrol off the N.W. Coast of NORWAY on the 18th damaged a ship which went aground and on the 19th sank a ship at the entrance to VEST FJORD. One of H.M. submarines attacked an escorted convoy off the Coast of TUNISIA yesterday but was slightly damaged in counter attack. 2. MILITARY MADAGASCAR. 17th. Our troops successfully attacked French positions west of AMBOSITRA and advanced southwards. 3. AIR OPERATIONS WESTERN FRONT. 19th. Between 7 A.M. and 1 P.M. about 35 enemy aircraft taking advantage of low cloud made a series of scattered raids and reconnaissance, mainly over East Anglia. Fighters shot down one, probably destroyed two and damaged three, combined gunfire from Naval AA and a trawler destroyed another. EGYPT. 18th. Beaufighters damaged about 25 lorries in eastbound convoy between SIDI BARRANI and MERSA MATRUH. MALTA. Between 6 P.M. 18th and 5 P.M. 19th about 285 enemy aircraft, including some bomb carrying fighters made ton raids. Apart from two Hurricanes damaged on HAL FAR aerodrome no material damage has been reported. Several formations were intercepted some miles off shore, some jettisoned their bombs and others made off. Our fighters shot down two enemy aircraft, probably destroyed one and damaged four without loss. 4. HOME SECURITY Yesterday morning bombs wore dropped mainly in the Coastal Districts of East Anglia, damage of some consequence was reported from NORWICH, IPSWICH, COLCHESTER, CHELMSFORD, SOUTHEND and BRENTWOOD. Slight damage occurred at one U.S. aerodrome. Casualties so far reported 19 killed, 75 seriously wounded. Regraded Unclassified am. Viscose Co. 93 care October 21, 1942 Are 10/24/42 MEMORANDUM FOR THE FILES I talked to Mr. Fulton in New York at 5:18 p.m. today and told him that it was impossible to ascertain the facts from the files. I told him also that the Secretary had handled the matter personally and inquired whether it would be satisfactory if he could wait until the Secretary returned from London. He said that would be quite satisfactory and would not inconvenience him at all. He said, that he was seeing the Dillon & Read crowd this afternoon and could probably ascertain some of the facts from them. I said I would call him as soon as the Secretary returned. He said he would probably be away himself next week and we could get together as soon as he returns, providing the Secretary is back himself at that time. 1K good FurB Regraded Unclassified 94 October 21, 1942 Dear Hr. Jurans The Secretary of the Treasury is away from Vashington and I am, therefore, asknovl- edging your letter of October 16, which - closes the final report of the committee on Lend-Lease Export Procedure. I knew that Mr. Morgenthau will be much interested in seeing this material, and I shall be glad to bring it to his attention as - as he returns to his office. Many thanks for your courtesy in the mtter. Sincerely, (Signed) H. S. Klotz L s. Klots, Private Secretary Mr. J. M. Juma, Chairman, Office of Lend-Lease Administration, 515 Tventy-second Street, Northwest, Washington, D. c. GEF:el Regraded Unclassified 95 OFFICE OF LEND-LEASE ADMINISTRATION FIVE-FIFTEEN 22d STREET NW. WASHINGTON, D.C. October 16, 1942 Dear Mr. Secretary:- You will recall that you and Mr. McCabe set up the Interdepartmental Committee on Lend- Lease Export Procedures last April. Attached is the final report of the Com- mittee. I urge especially that you see the enclosed chart which shows, rather strikingly, how the Committee effected a drastic reduction in paper work in this problem. Yours very truly, auguan J. if. Juran, Chairman Attachment The Honorable Henry L. Morgenthau, Jr., Secretary of the Treasury. 96 FINAL REPORT OF THE COMMITTEE ON LEND-LEASE EXPORT PROCEDURE IND-LEASE OF OTHER * NOTINE OFFICE OF LEND-LEASE ADMINISTRATION OCTOBER 14, 1942 Dearaded FINAL REPORT COMMITTEE ON LEND-LEASE EXPORT PROCEDURE Organization and Objectives of the Committee This Committee was organized early in May, 1942, following a discussion between Secretary Morgenthau and Mr. Thomas B. McCabe, with respect to the difficulties encountered in movement of Lend-Lease goods, arising from the associated paper work. The Committee developed two objectives: (a) Investigation and correction of delay in export of Lend-Lease goods arising from paper work procedures. (b) General conditions of duplication and of burden- some procedures which do not bring about delays in the ordinary sense of the word. but which clearly add to the effort required to do the over- all job. The specific items of investigation, along with their associated results, are entlined below: General Conditions of Excess Paper Work The prevailing export procedures as the Committee found Regraded Unclassified - a - them were essentially the old peace time systems, but contain- ing some patching up to meet the needs of the war. In its earlier deliberations, the Committee attempted to make minor inprovements here and there in the procedures, but found that the pattern was too closely interwoven to permit such action. Accordingly the Committee abandoned such efforts and under- took to develop a new system specially designed for war pur- poses. The Committee found that great simplification was possible because where formerly the participants in the export procedure were various private organizations, the situation 1s now that the Government is on many sides of the transactions. Possibilities for improvement can be seen in the attached chart which was prepared as a proposed War Department procedure, and which the War Department is in process of putting into effect. Improvement in War Department Procedure The attached chart shows that export of War Depart- ment goods involved eighteen principal documents along with some minor documents not shown on the chart. The situation was studied in considerable detail by a Sub-Committe* of which Captain E. C. Whitmore of the International Division, Services Regraded Unclassified -3- of Supply, was Chairman. The result of the Committee's de- liberations was to reduce the number of principal documents from eighteen to nine. This was accomplished by: (a) Combining certain documents which were almost identical anyway. (b) Use of extra copies of basic documents to become equivalent to new documents through endorsement of additional items of information. (c) Designing some documents in such & way that they registered with each other and could therefore be duplicated in one set-up of a machine. The net result has been: (1) Reduction of the number of times that something has to be typed. (2) Greater accuracy because papers duplicated in one set-up are bound to be alike while re-copying breeds mistakes. (3) Greater case of association of papers because there are less papers to associate. (4) Less delay because papers do not need to halt to be re-copied. Regraded Unclassified (5) A very siseable reduction in the man-hours of effort required generally. It has not been possible to compute the amount of effort which will be saved in the War Department through the use of this revised procedure, but the Committee believes it to be enormous. Problems in Navy Department. Department of Agriculture and Maritime Commission These Agencies use export systems involving papers much like those shown in the upper half of the attached chart. Nevertheless, the Committee has not urged any change on these agencies because the work in these agencies is proceeding smoothly, and the Committee has been constrained to leave well enough alone. However, the techniques developed in the case of the War Department are available for use by any of these agencies if they should decide to go into a further simplification of their paper work procedures. Procedures in Treasury Procurement The volume of the export of the Treasury Procurement goods 1e very considerable, and there has been substantial ev- idence of goods arriving at port without papers, and of excess Regraded Unclassified -5- paper work. The Committee is of the opinion that action should be taken to improve the Treasury procedures. The officials of Treasury Procurement are generally aware of this situation, and are working toward improving it. They have suggested that Treasury Procurement be made the consignee of goods and documents at port. Officials of Treasury Procure- ment feel that this will go far to correct the situation. Goods Arriving at Ports Without Essential Papers The Committee obtained from the forwarding office of the British Ministry of War Transport (now War Forwarding Corporation) lists of cargo arriving at port without papers. Analysis of these instances disclosed that the principal dif- ficulty was encountered in goods received from the Army Air Corps. The situation has been largely cleaned up by the use of a new procedure involving essentially: (1) Decentralization of the physical doing of much of the paper work while retaining centralized control for uniformity. (2) Reduction of the number of times that a document has to be recopied so as to minimize errore and effort involved. Regraded Unclassified -6- The attached chart shows in detail the nature of change made in the Air Corps procedure. Similar lists of cargo on which essential papers were missing were obtained by the Committee from Moore-Mc- Cormack, the forwarding agents for the Soviet Purchasing Com- mission. Although there is general knowledge of what the causes are, there has been no quantitative determination as to how theme cases were caused. In the absence of such quan- titative determination, the Committee is unable to know whether the steps being taken by Treasury Procurement will clean up the situation. The Committee has designated a Sub- Committee to be available to Treasury Procurement on demand. The Committee wishes to make grateful acknowledg- ment to the people who variously attended the meetings and to the organizations they represented for the very generous aid they gave the Committee in carrying out its assignment. A list of these people is attached herewith. The Committee: C. G. Cornwell Var Shipping Administration Charles Bunn State Department Donald C. Riley Bureau of the Budget John Miles Board of Economic Warfare Howard McClure Department of Commerce J. W. Montigney Office of Defense Transportation Capt. E. C. Whitmore War Department Lt. Col. Marvin H. Dixon War Department Lt. à. J. Moran Navy Department V. R. Johnson Bureau of Customs, Treasury Dept. A. J. Waleh Procurement Division, Treasury Dept. J. M. Juran (Chairman Office of Lend-Lease Administration, Regraded Unclassified Consultants, Alternates, and Interested Visitors Who Collaborated in the Study British Purchasing Commission War Shipping Administration Captain W. G. Coventry Mr. F. M. Darr Mr. George A. Viehmann British Ministry of War Transport Mr. Edward Brandrath Mr. 1. H. Romaine Mr. J. B. Dixson, Jr. Mr. T. H. Andruss Bureau of the Budget British Army Staff Mr. Marvin L. Fair Lt. Col. G. P. Taylor Board of Economic Warfare Soviet Government Purchasing Commission Mr. H. E. Newman Mr. P. A. Golikov State Department War Department Mr. Carl D. Corse Lt. Col. E. C. R. Lasher Major Richard C. Moore Office of Defense Transportation Captain M. A. Darragh Mr. Arthur Thielmann Lt. John C. Doub Lt. V. Q. Harmon Department of Commerce Mr. C. W. Trotter Mr. Ernest J. Engquist. Jr. Mr. Udell Jolley Mr. L. V. Armour Bureau of Custome, Treasury Department Mr. L. P. Johnson Navy Department Mr. E. F. Thompson Ensign 7. M. Morton Office of Lend-Lease Administration Agricultural Marketing Administration Commander W. J. Rague Mr. Arnold A. Garthoff Mr. Edward Jay Mr. Willie C. Armstrong Procurement Division, Treasury Department Mr. E. G. Meyers Mr. C. 1. Hughitt Mr. E. I. Abell Mr. C. H. Alcock Mr. V. 1. Hayghe Mr. R. A. Coatsworth Mr. Brant Holms Regraded Unclassified INFORMATION REQUIRED ON VARIOUS SHIPPING DOCUMENTS WAR DEPARTMENT FORMER PROCEDURE I É i I I I I I I to I I ] I 1 while I I I I I 1 I I I I I 1 I I I I hereign 1 = I I I - of - 1 1 father 1 5 , I 1 i I il I 1 I I I Value - must I I I I I I I I , I = I I a I I Individo Mail I I I I I Original Dayles - - of 4 Selective - - BIGIN order - is I belie - - - - - - I - - as I - - - Persing - a - Emering - - - Products - - I Passign - as - MI - I I I I - Mill - Regular - if Lailing - - Register È Program - Millow mring - I I Center - hereing - - is la 30 I here - - I I failmal invist lewer, - with - I I 1 Traiges - Desit - Penilt , to . I I Fier - . - Report - - and/or to I I I a - Bills of total Program Re - Letting - - Presuring - - - E - - - - house - Mis --- , to Projest I I I Penicier trues home - - - I Milmi - behneft - M - Invises might fraign - to large - O - NEW I Bertise - TITL department of - lesser - - - Incluse , I I Inser Remair I I I I I Date for - - - + - Department for Department a If - Inlesse = - Depart- Provide - hereign - 1 belived, - - - information have Maria - at persons, varily - et settes - Provide toger Schemie . Rater - as - medical estamic - . - information - Person Pater Healthy of appearance will - - Funder wi/le - - - hrs of ? defling E at morel não M partings - and natur - Invoice For unterle Blad of Perious Indicated hair, himile, - territ, - Part of - print fe - Quantity places NO forting have - License print lamel - programent agency - TIME might Instructions tries Talue and 451 Has charge et place of - Provide 4pmg Refer Been declaration insigned in - presention of declaration a reducting - Imbian - - - Import Authorization - inipal to Durves hand - district is with pri of selling to Lensted Be - - - arting latting to - approval. - PRESENT PROCEDURE 1 etc. I á I I I I I 1 ! I I I I I I Castred Beier I I I i I I I I I 1 I I ] , - If - 14. 1 $ Inc. I 1 Flaid Printe i I 1 Rest Pright Barges - THESE Charges Value I 1 I I I ] I I I 2 1 ! TAX I Provide I 2 = / I I Original Septem - - 4 - e PAYT Riching Inter a I Transportation herion, - - Service - 1 I I I - Failing Liet E E E E faile- i - from - - intered fail I su of Letter - If Regular Nymb to I I hereing - - fine 4mm) - 1 I I - billined, house - capan, Prigit 1 I I I to 1 house fin - Nom letter 1 I I - DeClarery Order, I I hearter, Homely - Certify - - Inspector - FLLE < latting i - - Insign - - begars and I - - this, famign - ) I I 0 D D D D D D D D - Bettle - - I y I 1 I i (Not I I I I I % ill - Pervice is for - Pervice I billine, - - - - - - - - Prime Than " - , This Information - . - Repart - the - report. A, 1A4 97 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATEOct.21, 1942 TO Secretary Morgenthau Mr. Hoflich FROM Subject: Shipment of Planes to British Forces 1. During the week ending October 13, 1942, 170 planes, including 89 combat planes, were sent from the United States to British forces. 2. Of these shipments, 39 went to the British Isles, and 100, including 65 trainers, were sent to the Middle East. Ten trainers went to India, but for the second week no combat planes were sent to the British forces there. Regraded Unclassified - 2 - 98 Table A - Shipments by Area Week Total Shipped Total Shipped Ending in 1942 since Oct.13,1942 to date Jan. 1, 1941 To the United Kingdom Light and medium bombers 19 655 1,816 Heavy bombers 0 146 250 Naval patrol bombers 4 81 183 Pursuit 16 1,003 1,314 Army Cooperation 0 119 150 Trainers 0 O 24 Total to the United Kingdom 39 2,004 3,737 To the Middle East Light and medium bombers 9 537 867 Heavy bombers 0 0 5 Naval patrol bombers 0 6 6 Pursuit 23 704 1,552 Army Cooperation 3 58 58 Trainers 65 231 373 Total to the Middle East 100 1,536 2,861 To the Canadian Forces Light and medium bombers 1 79 247 Heavy bombers 0 1 1 Naval patrol bombers 0 23 31 Pursuit 0 30 72 Trainers 6 665 1,906 Total to Canadian Forces 7 798 2,257 To the British Pacific Forces Light and medium bombers 0 145 245 Naval patrol bombers 0 0 27 Pursuit 0 200 363 Trainers 0 12 117 Total to Pacific Forces O 357 752 To the British Indian Forces Light and medium bombers o 174 174 Pursuit 0 40 40 Trainers 10 53 53 Total to Indian Forces 10 267 267 To the British West Indian Forces Army Cooperation 14 20 20 Total to West Indian Forces 14 20 20 Totals Light and medium bombers 29 1,590 3,349 Heavy bombers 0 147 256 Naval patrol bombers 4 110 247 Pursuit 39 1,977 3,341 Army Cooperation 17 197 228 Trainers 81 961 2,473 Grand Total 170 4,982 9,894 Regraded Unclassified - 3 - 99 Table B - Shipments by Types Week Total Shipped Total Shipped Ending in 1942 since Oct.13,1942 to date Jan. 1, 1941 ight and medium bombers Boeing Boston III 0 15 39 Brewster Bermuda 10 22 22 Douglas Boston I,II,III was 26 518 Lockheed Hudson 562 1,532 A29A (AC-151) 0 1 1 Ventura I 0 12 12 Ventura Bomber 0 314 314 Martin Marauder B-26A 0 57 57 Baltimore o 285 353 Maryland 0 0 150 North American B-25 6 117 117 Northrop Vengeance 2 144 144 Vought-Sikorsky Chesapeake 0 0 50 Vultee Vengeance 0 40 40 eavy bombers Boeing B-17 0 42 62 Consolidated Liberator 0 105 194 aval Patrol Bombers Consolidated Catalina PBY-5B 4 110 247 ursuit Bell Airacobra 0 315 469 Brewster Buffalo 0 0 168 Curtiss Kittyhawk 23 905 1,287 Tomahawk O 0 544 Grumman Martlett II o 57 98 Martlett IV 16 127 127 Lockheed Lightning 0 3 3 North American Mustang 0 565 645 ray Cooperation Fairchild 24 R-9 0 117 139 Pitcairn Autogiro 0 0 5 Vought-Sikorsky OS2U 17 70 70 Vultee Stinson 049 0 10 14 rainers Cesena Crane I-A (AT-17) o 97 97 T-50 o 86 700 Fairchild PT-26 Cornell 6 139 139 North American Harvard II 75 342 1,239 Stearman PT-27 0 297 298 Total 170 4,982 9,894 Regraded Unclassified 100 Table C - Plane Shipments to the British by Weeks Light and Naval Week medium Heavy patrol Army Ended bombers bombers bombers Pursuit Cooperation Trainers Total Weekly average of shipments in 1941 35 2 3 27 1 29 97 Weekly average of shipments in first 6 months of 1942 36 4 1 55 3 18 117 July 7, 1942 77 17 0 17 o 30 141 July 14, 1942 42 11 3 24 o 1 81 July 21, 1942 66 8 3 o ? 4 83 July 28, 1942 39 o 2 o 6 46 93 August 4, 1942 32 0 4 27 38 8 109 August 11, 1942 59 9 6 70 OR 19 171 August 18, 1942 60 3 7 20 o 11 101 August 25, 1942 25 0 11 26 o 26 88 September 1, 1942 33 0 8 81 17 28 167 September 8, 1942 31 0 13 11 o 6 61 September 15, 1942 57 0 4 139 6 36 242 September 22, 1942 58 2 2 36 20 35 153 September 29, 1942 30 1 2 9 0 106 148 October 6, 1942 11 1 10 56 o 47 125 October 13, 1942 29 o 4 39 17 81 170 Total shipments since Jan. 1, 1941 to date. 3,349 256 247 3,341 228 2,473 9,894 Total includes planes shipped in 1942 prior to March 17 which are not included in the weekly totals up to that date. Regraded Unclassified Treasury Department Division of Monetary Research Date Oct, 23 1942 To: Secretary Morgenthau From: Mr. White riginal of this report appended 0 prepared letter to President Regraded Unc SECRET 102 October 21, 1942 Exports to Russia, Free China and selected blocked countries as reported to the Treasury Department during the ten-day period ending October 10, 1942. 1. Exports to Russia Exports to Russia as reported during the ten-day period ending October 10, 1942 amounted to $14,564,000 as compared with $30,947,000 during the previous ten- day period. No planes or tanks were reported as oz- ported during this period. (See Appendix C.) 2. Exports to Free China Exports to Free China as reported during the period under review amounted to $1,885,000. Military equipment ascounted for sixty-two per cent of the total. (See Appendix D.) 3. Exports to selected blocked countries Exports to selected blocked countries are given in Appendix A. Most important were exports to Switzer- land amounting to $237,000. ISF/efe 10/23/42 EMB Regraded Unclassified SECRET 103 APPENDIX A Sumary of United States Exports to Selected Countries as Reported to the Treasury Department from Export Declarations received During the Period Indicated 2 (In thousands of dollars) Total Total 10-day 10-day Domestic Exports Domestic Exports Period ended Period ended Aug. 1, 1942 to July 28, 1941 to Oct. 10. 1942 Sept. 30, 1942 Oct, 10, 1942 July 32. 1942 8. S. R. $ 14,564 $ 30,947 $ 265,071 8 742,941 China 1,885 902 6,903 97,720 in 3/ 80 394 2,858 Isserland 237 338 1,244 11,537 3/ 1 2,508 18,056 stugal 2 254 563 9,743 sach North Africa w - 47 2,088 6,305 - easury Department, Division of Monetary Research October 21, 1942 Many of the export declarations are received with a lag of several days e more. Therefore this compilation does not accurately represent the actual shipment of a particular period. Includes Morecco, Algeria and Tunisia. Less than $500. 7/efe 10/21/42 Regraded Unclassified SECRET APPENDIX B 104 Exports from the U. s. to Free China and U.S.S.R. as reported to the Treasury Department July 28, 1941 - October 10, 1942 2 (Thousands of Dollars) Exports to Exports to Free China U.S.S.R. uly 28, 1941 - Jan. 24, 1942 8 32,758 $ 98,902 1942 an. 26 - Jan. 31 6,938 9,608 eb. 1 - Feb. 10 2/ 4,889 13,315 eb. 10 - Feb. 20 4,853 26,174 eb. 20 - Feb. 28 3/ 2,921 28,119 ar. 1 - Mar. 10 2,879 32,509 ar. 10 - Mar. 20 8,058 28,556 ar. 20 - Mar. 31 y 2 42,435 DF. 1 - Apr. 10 4,836 51,698 pr. 11 - Apr. 20 5,335 66,906 DF. 21 - Apr. 30 2,827 50,958 ay 1 - May 10 5/ 296 28,652 lay 11 - May 20 1,872 18,000 "7 21 - May 31 w 2,533 26,180 до 1 - June 10 3,399 12,764 une 11 - June 20 2,707 53,799 une 21 - June 30 1,664 49,919 uly 1 - July 10 7,900 35,657 July 11 - July 20 590 33,940 July 21 - July 31 4/ 3,066 35,669 ug. 1 - Aug. 10 208 14,970 Lug. 11 - Aug. 20 192 23,325 Lug. 21 - Aug. 31 y 2,850 112,492 Sept. 1 - Sept.10 855 24,339 Sept.11 - Sept.20 ii 44,434 Sept.21 - Sept.30 902 30,947 Det. 1 - Oct. 10 1,885 14,564 TOTAL $ 107,226 $1,008,832 These figures are in part taken from copies of shipping manifests. P. Beginning with February 1, figures are given for 10-day period instead of week, except where otherwise indicated. 3. 8-day period. ll-day period. 5. Due to changes in reporting procedure by the Department of Commerce, this report is incomplete for the period indicated. easury Department, Division of Monetary Research October 20,1942 ISF/efs 10/20/42 Regraded Unclassified SECRET APPENDIX 0 105 Principal Exports from U. s. to U. s. S. R. as reported to the Treasury Department during the ten-day period ending October 10, 1942 Value Unit of (Thousends Quantity Quantity of Dollars) TOTAL EXPORTS 6 14,564 Principal Items: Industrial machinery and parts - - 2,696 Aluminum and aluminum alloys Lb. 6,524,920 1,907 Aireraft parts and accessories - - 1,746 Copper, brass and bronse bars, plates, sheets, etc. Lb. 4,603,687 1,046 Meat products Lb. 3,707,041 854 Electrical machinery and apparatus - - 821 Motor trucks, automobile replacement parts, engines, etc. - - 614 Ammunition 558 .30 caliber balls No. 978,000 .45 caliber balls No. 1,646,000 .50 caliber tracers No. 286,000 .50 armor piereing No. 300,000 75 an. high explosive shells No. 12,000 Wire and manufactures - - 554 Iron and steel billets, bars, 497 rods, plates, etc. - - Dried egg products Lb. 455,271 456 Lead, nickel, sine, quick silver or aeroury Lb. 1,124,256 365 Leather and manufactures - 287 - - 263 Explosives - Regraded Unclassified SECRET 106 PPENDIX C (Con't) Page 2 Value Unit of (Thousands Quantity Quantity of Dollars) Military trailers No. 27 136 Sub-machine guns .45 caliber No. 5,850 118 Parts and accessories for tanks - - 37 Parts and accessories for bridge building - - 20 Links and belts for small ares ammunition No. 100,000 7 Military equipment, n.e.s. - - 3 400 easury Department, Division of Monetary Research October 21, 1942 F/efe 10/21/42 Regraded Unclassified SECRET 107 APPENDIX D Principal Exports from U. S. to Free China as reported to the Treasury Department during the ten-day period ending October 10, 1942 (Thousands of Dollars) TOTAL EXPORTS $ 1,885 Principal Items: Military equipment 1,161 Printed matter 255 Tools 146 Electrical machinery and apparatus 83 Lubricating oils 50 Truck, bus and other easings and tubes 45 Wire rope, cable & electric welding rods & wire 40 Writing paper 38 Automobile replacement parts, hand trucks and push earts 24 Scientific, surgical and medical instruments 11 Steel bars, plates, ets. 10 Chemicals and related products, n.e.s. 9 Industrial machinery and parts 3 Treasury Department, Division of Monetary Research October 21,1942 MVF/efs 10/21/42 Regraded Unclassified 108 NOT TO BE RE-TRANSMITTED. COPY NO. BRITISH MOST SECRET U.S. SECRET. OPTEL NO. 363. Information received up to 7 a.m. 21st October, 1942. 1, MILITARY. MADAGASCAR. On 19th, our troops captured Ivato, 8 miles South of Ambositra. Prisoners taken 134 Europeans, including one Regimental Commander, 353 Calagache, together with a considerable amount of equipment. 2. AIR OPERATIONS. WESTERN FRONT. 20th. Mosquitoes, 1 missing, bombed Bremen, Minden and Varel Hafen (near Wilhelmshaven). EGYPT. 18th/19th and 19th. Hits were made on shipping in Tobruk harbour. 19th. Two aircraft destroyed on the ground and fires started at landing ground near El Daba. Four enemy destroyed a locomotive and petrol tanker and damaged about fighters probably destroyed in the air. Beaufighters 17 lorries near Mersa Matruh other Beaufighters destroyed a schooner off Crete and a Junkers 52. MALTA. 20th. Between 5.40 a.m. and 1.15 p.m. about attacked Takali and Luga aerodromes using cloud cover, the 0 high flying Messerschmidts 109, some carrying bombs runway at Luga was hit. MEDITERRANEAN. 18th/19th, and 19th/20th. Aircraft operating from Malta attacked the following ships:- 5,500 Lampedusa severely damaged, 6,000 tons off Lampione damaged Sea tons off Pantellaria, left sinking 6,000 tons South of by bombs. Also following tankers - 8,000 tons Ionian torpedoed and later seen stationary, 5,500 tons off Tripoli(L) torpedoed. Regraded Unclassified TREASURY DEPARTMENT 109 INTER OFFICE COMMUNICATION DATE 06t.22,1942 Secretary Morgenthau TO Mr. Hoflich FROM Subject: American General Grant Tanks 1. American tanks have a bad reputation in the Russian Army, according to the appended article by Leland Stowe, U. 8. war correspondent, based upon conversations with Red Army officers in the field. This reputation is due to the performance of the only American tank well-known to the Russians -- the old M-3 (General Grant) - which is said to be outranked by both Russian and British models of similar size. 2. The Russians told Stowe that (1) the General Grants take fire too easily - "burn like torches" - due in considerable part to the use of gasoline rather than diesel motors; (2) the turret is too high, making it an extremely vulnerable target; (3) the treads are too narrow for use in mud and swamps. 3. On the favorable side, the Russians praised the Grant for its firepower, ammunition, and radio equipment, and for its nose construction, slanted 80 as to ricochet the enemy's fire. (Washington Evening Star, October 16, 1942) The Evening Star October 16, 1942 110 LELAND stows. Fingupe to Veg Good. WAT of Ind Chi- "We - American tanks in com- - Datly and bat here no the Best time about WITH THE RED ARMY ON THE four months Ma). Irmakov REHEV FRONT-From the time add, "When we got more of them we reached the first front zone I was assigned to command & bat- tallon of American tanks." headquarters I began hearing com- "Have you actually fought in ments about American tanks, but American tanks?" I asked. not exactly the kind to make you That brought & smile to Maj. Ir- throw your hat in the air. The makov's face. major general expressed It bluntly "Naturally. I fend our tanks in when he said, "They burn like attack quite often. I have led al- tacks In American tanks 13 times. torches." Once I was wounded in one." It should be noted that this re- I explained that I wished the mark concerned the only American major and his men would be com- tank which has yet seen planty et pletely frank In telling what they action in Russia, the original M-J, considered good and what they con- which is called the Gen. Grant sidered bad about the M-3, on the These tanks have been used on the basis of their combat experience. Rahev front for several months now, Then Maj. Irmskov began to give along with Russian tanks and Bri- me his findings, item by item, It tich Matildas, solunded exactly like an engineering But because the naver and im- expert's report after having "given proved American models have not her the works" on an Army testing yet undergone battle, tests, it is an- ground-plus the fact that these fortunate, bat true, that American testa were made with the major's tanks at present have. & decidedly life at stake. bed reputation in the Red Army. On "Let's take the positive, first." performance over this exceedingly Maj. Irmakov sald. The American difficult marshland terrain, they are tank's firepower is very good, both Widely outranked-the M-3 medium, cannon and machine guns, The that Is-by both Soviet and British munition is good and its nose con- Medels of similar size. struction. stanted so as to ricoches First Hand Testimeny, the enemy's fire. is also very good. This is the model which you call the The major scheral and brigade M-1's. Yes, It has its cannon dram termissor both cited to me some low, on the right side instead of ou a the major failings of the Gein Grant tank. I also learned that in top. Difficult to Maneuver. one recent operation, three out of four tanks lost were American. It "Now as to the negative. First, was A rather sharp blow to any the tank's turret is too high. It American's industry-consclous ego- makes too much target. The British tiem to hear their factual reports- additions turret is much lower and but that is part of the price that much better in this respect. is exacted for the United States' "Second, the American tank takes failure to create an up-to-date war fire very smally. Its motor used Industry years ago. sirplane sublice. It is not Denti- That of course, does not make mosseral. like our Soviet units una Il any easter on the young Russian the Names from its gasolloe mails tankman who also have to risk pay- the whole tank burn quickly. YES log the price in American Gen. can't do anything to put a qui Grants. Then, third, is the fact that the I decided I must talk with Rus- American tank's treads are mich too narrow for the kind of muddly sians who fight in our tanks. In another sector, many miles away, awampy ground we have in Rumai, For this reason, your tank# box another general arranged for me down more easily than OUTS do, and to do so. The major of a battalion they are difficult to maneuver." of American tanks and several of So. far Maj. Irmakov had men- his tank crewmen were brought tioned criticisms of the Gen. Grant back from their battle positions so which we had heard before but 1 could get absolutely first-hand never from some one so qualified to testimony of M-3 performance along the Rzhev front in the past several spenk with final authority. All re- cards American tanks in Russia, months of fighting these particular weaknesses long Maj. Ivan Irmakov, 32 years old. ETO cented to be a military secret et has been a tankist for 10 years in far 61 the Germans are concerned the Red Army and has been handling But the Red Army's tank battalion Yankee Gen. Grants for the past commander bed by DD means An- atx months. The to - alender, keen- tahed his report. eyed. extremely invelligent officer and obviously a diret-class techni- clan. Regraded Unclassified 111 Beggets Improvements. MAL cited DYe more spe- of losses of American tanks here, eing Hims about the M-3 tank which as compared to Soviet and British either heightened Its vulnerability tanks. But be clearly didn't want or handicap to a notable degree its to appear to be deliberately paint- offensive capacity. He explained each point clearly, convincingly, and Ing e dark picture, He merely re- in some cases told how Improve- plied: ments could be made with a. com- "When our unles Take fire, we paratively simple alteration here can estingrish the fire quickly. or or there. These, however, are not matters to be reported in daily news- we can like them back while papers in wartime. burning and then put out the fire Nevertheless, there was no par- But the American M-I's go up in ticular consolation for American pride In the fact that, with the sec- flames immediately." and World War already under way, I asked: "Which tanks have you such A great Industrial power as Idst the most of on the Rahev the United States should produce front?" a medium tank with less than eight serious faults or weaknesses. With Again the major paused. Then only 20. years of industrialization, be answered in another fashing: the Soviet Union had produced an "For burning, American tanks infinitely stronger and less inflam- have no rival," he said. "Our tank- mable tank than the Gen. Grant, men have more confidence in our & very considerable period before own Boviet tanks than any others. the Finnish war, So far, they are not at all anxious I hastened to explain to the ma- to get assigned to foreign-made jor and his men that Soviet engl- tanks. But if they must take them, neers had spent more than 10 years they prefer the British tanks." designing and building tanks be- That, too, was what 7 tiad heard fore the war began, whereas Amer- on other ectors at the front. lea's tank Industry was only created in less than two years. All We Bad Le Berld. It seemed only fair for me to ex- They're Tea Comfortable. "There is & newer and improved plain that the first model tank the American medium tank," I said, "alld United States produced had been it is certain that some of the faulta sent to Russia because at that time it was all we had to send. Improve- you mention have been eliminated. ments on the first models had only Whether all of them have, I don't been made after battle experience know. One thing, however, you CED New America was producing better count on: Americans are an en and also much bigger tanks: some of tremely adaptable people and quick 50 or 60 tons or more. to learn by experience, Our in- dustrialista have certainly improved When those tast tonnage figures their tank technique and they will were translated, DOP of the major's continue to do 80." tankmen, Bergt. Ivan Balaskin, from "We had expected that your tanks Siberts, tooked at . Leningred would be among the beat," the ma- youngeler signature of him and Jor replied, simply. Then he added: grinned . NO broad and daughted There are one or two other things on the good side I meant to men- gitn. Judging by that arin, there is still tion. Your tank's radio equipment a chance PT the American tanks' is extremely good. Also, your 37- mm, cannon has an excellent angle reputation to be retrieved in Russia for use against airplanes. But there's -If our DEW Made are de- another thing." signed out of the from the The major grinned: "You know, old-and III we pit them ever to the Inside your American tank is typical- RUMIN front last enough. by America. It's very comfortable. It has special head and bump pro- Tank Berryl- solt care tectors and looks very handsome. how big that 40 as their But really, that's not for war. Your American comfort 29 chiefly code tanks could be made cheaper with- centrated on fire protection out those dress-up touches and be 1042. of Charges Daily (Non) made more quickly-and for fight- ing. they would be every bis M good." Trainer With Title 1 pressed the Russien last corps new in remard to the preventage Regraded Unclassified 112 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATEOct.21,1942 TO Secretary Morgenthau Mr. Hoflich FROM Subject: Summary of Intelligence Reports Archangel It is predicted in a British report that Archangel will be ice-free this year until about November 20. (U.K. Operations Report, October 8-15, 1942) Soviet Submarines Four or five Russian submarines are operating in the Baltic, and 43 in the Black Sea, according to a British report. (U.K. Operations Report, October 8-15, 1942) British-Fighting French Relations It 1s reported that De Gaulle, in his negotiations with the British, has given up the demand for military control in the Levant. It is said that he has also yielded in the matter of the elections, proposing that they be held in April, 1943, rather than this fall. (0.8.S., "The War This Week", October 8-15,1942) Regraded Unclassified TREASURY DEPARTMENT 113 INTER OFFICE COMMUNICATION DATE Oct.21,1942 Secretary Morgenthau TO Mr. Hoflich FROM Subject: Japanese Strategy in Gilbert and Ellice Islands. (Map attached). 1. Within two days after the attack on Pearl Harbor, the Japanese sent a naval task force to take over the northern Gilbert Islands. They recently have occupied the southern Gilberts, and apparently are now engaged in occupying Funafuti in the Ellice Islands. 2. This Japanese activity, according to a survey by the Far Eastern Section of the Office of Strategic Services, 1s one of several moves made by the Japanese in attempting to counteract the advantages gained by the United States in occupying the southeastern Solomons. Other such Japanese moves include (1) the recent abortive drive toward Port Moresby, (2) the unsuccessful attempt to gain control of the China Strait by occupation of Milne Bay, and (3) occupation of the islands of Nauru and Ocean west of the Gilberts. 3. The objectives of the Gilberts infiltration are presumed to be (1) to outflank the Solomons on the northeast side, (2) to extend the range of Japanese re- connaissance and attacks upon supply routes from the United States, (3) to provide stepping-stones to the south toward F1J1 and Samoa from Japanese bases in the Marshall Islands, and (4) perhaps ultimately to support an attack on F1J1 and Samoa. 4. Conditions in the Gilbert and Ellice Islands are not particularly favorable for the Japanese occupying force. Virtually all supplies will have to be brought in, due to the scarcity of food and water. Docking facilities can be provided only for very light ships, and seaplane Regraded Unclassified 114 - 2 - anchorage only during favorable weather. A few small airfields could be constructed, but no level or cleared spaces appear to be immediately available. It would, however, be "dangerous to discount the value of the islands as bases for light naval vessels and seaplanes Whatever light forces the enemy can base on the Gilberts or Ellices will be available to Join such battleship and aircraft carriers as may come down from stations nearer Japan, making the whole task force that much less dependent on a supply train. Whether the Japanese can continue to hold the Gilberts and to menace the Ellices is something else again; but as long as they do, their forces, big or small, flank our supply route from Hawaii to the Solomons. The importance of that one strategic fact is very considerable." (Office of Strategic Services, "The War This Week", October 8 - - 15, 1942) Regraded Unclassified ISS 165 ITS TO GUAN ENIWETOK THE M seem RONGELAB / ARLIN$INAE RONGERIK / WOTHO / SOUTHWEST PACIFIC 10 UJELANG LIRTER 10 1ˢᵗ WOTJE ( DISTANCES ARE APPROXIMATE MAMONUITO LAE- HALL IS was Y MALEOLAP AND ARE GIVEN IN STATUTE MILES) 840 NAMU AUR LAMOTREK-: OROLUK PULUWAT TRUK 444 M PONAPE MARSHALL ARNO CAROLINE IS. / IS. NONOI 490M 3 JALUIT MILLE 1530M KUSAIE EBON / HOMESTON MOINT AT 175° E. 3600M ENGTH OF AREA 715 W MAKIN / / APAIANG MARSHALL ? to CAROLINE IS IS TARAWA MAIANA HOWLAND MAMA KURIA: BAKER GILBERT 530 o WIDTH OF AREA OCEAN NONUTI- GILBERT IS NAURU 627M IS. / 2 AT EQUATOR 2800M NAURO BERU OCEAN PHOENIX 850M IS ARORAI PHOENIX CANTON IS ENDERSURY SOLOMON ELLICE IS GARDNER. IS HULL UNION SANTA CRUZ IS IS ELLICE IS. NUKUFETAU NEW SAMOA FUNAFUTI HEBRIDES FIJI IS IS IS NUKULAELAE / UNION IS." MKAOFU to SANTA CAUZ 040M 10 NEW CALEDONIA / NOUMEA RDTUMAH-- WALLIS Brisbone NEW SAMOA PAGO HEBRIDES , HORN IS PAGO 911 AUSTRALIA IS. CANTOM N/UAFOO & FIJI IS. È A KERMADEC IS SAVU SAVU / EFATE SUVA Sydney Auckland NEW ZEALAND WOUNER 8324 20 SOUTHWEST PACIFIC REGION A NUKUALOFA CTT 175 EAST WEST 175 MAP NO. 1144 DBER 15, 1942 DRAW GEOGRAPHY DIVISION 0.5.5 Regraded Unclas 116 10 21 42 NTELLIGENCE REPORT REALISM AND THE OFFENSIVE SPIRIT relating / to worded. 10 any - - any v. defense Code person 50, d / w United 31 States - à 1 5 - within <<<<<<<<<<<<<<<<<<<<<<<<< document - meaning <<<<<<<<<<<<<<<<<<<<<<<<< of the In ony E OFFICE o WAR INFORMATION BUREAU OF INTELLIGENCE COPY No. 7 Henry Morgenthau, Jr. Regraded Unclassified Such recommendations and suggestions as may appear in this report have not been cleared in advance with the Director of the Office of War Information and do not CONTENTS necessarily reflect his views or those of the Office of War Page Information. Recommendations and suggestions, if they do appear, are only submitted by individuals in the Bureau IMPLICATIONS OF THE REPORT of Intelligence who have assembled the data and they are Introduction 1 offered for the consideration of appropriate authorities. Timing of Offensive 2 European Second Front 3 Expectation of Second Front 5 Confidence in our Armed Forces 7 Evaluation of the Japanese 9 Effect of Informational Level on Confidence 11 Specific Criticisms of the Army 12 Confidence in Production and Shipping 14 Educational Differences 15 Conclusions 18 The Bureau of Intelligence of the Office of War Information uses o variety of procedures and tech- niques to obtain its data on the attitudes of people and on what is brought to their attention. These pro- cedures and techniques have been found reliable after extensive experimentation over o period of years. IMPLICATIONS OF THE REPORT Confidence In American military strength and a prevalling. re- cognition that the war can be won only through offensive action have promoted a general expectation that the United Nations will soon be able to wrest the Initiative from the enemy. Many Americans believe that the war can be won within & period of two years. This hopefulness, together with the belief that American military might Is far superior to that of the eñemy, may lead to dangerous complacency. The pronounced Inclination among Americans to consider Germany a more formidable and dangerous foe than Japan may reflect an unhealthy tendency to underrate the military potency of the Japanese. It seems probable that the focussing of Interest In recent weeks upon the problem of opening a second front In Europe has diverted attention from the seriousness of the war In the Pacific, Confidence in production and shipping appears to be on the increase, although the public does seen to have a fairly clear realization of the serious shipping problem we now face. The belief held by a majority of the public that America is now the major source of supply for the United Nations war effort suggests a need for Informational efforts to promote under- standing of the contributions made to the common cause by other members of the United Nations. In general, the public shows a high degree of satisfaction with the Army's treatment and training of its troops. Few feel that there is any serious discontent among enlisted men; only a small minority Is critical of Army training. A need for greater understanding of the war's problems is especially pronounced among people on the lower educational levels. These people are peculiarly susceptible to the over- confidence which derives from blind patriotic fervor. They are more prone than persons of superior educational background to think that American military strength is greater than that of our allies or our enemies. And they also tend, In much greater degree, to anticipate a war of short duration. Information policy should be designed to place national pride and confidence on a basis of solld realism. There is need for fuller explanation of the magnitude and complexity of the military task ahead In order to promote full public recogni- tion that strategic decisions must be left in the hands of qualified military and naval authorities. "Wo cannot wage this war in & defensive spirit. As our power and our resources are fully mobil- ized, we shall carry the attack against the enemy - we shall hit him and hit him again wherever and whenever we can reach him." -- President Franklin D. Roosevelt, January 6, 1942. REALISM AND THE OFFENSIVE SPIRIT INTRODUCTION Americans have been taught that the road to victory must be opened by of- fensive action. They have watched their growing military strength nove to strategic positions all over the globe. Each fresh convoy of troops and shipment of supplies has sharpened their hope that the time for American seizure of the initiative is close at hand. Recently, the blunt demands of Josef Stalin, the exhortations of Wendell Willkie, have focussed their thoughts upon the possibility of attack on specific fronts. Military strategy cannot, of course, be determined by public opinion. But a shift from defensive to offensive action must be accompanied and support- ed by a healthily balanced civilian outlook. Such an outlook will be characterized, on the one hand, by a. genuine desire to take offensive ac- tion; on the other hand, by a sober appreciation of the manifold problems involved which will leave to the properly constituted military authorities the decisions as to when and where to strike. Along with the careful weighing of military capacity to undertake any such move, then, should go an equally objective assessment of civilian attitudes For only through an information policy which encourages a realistic public appraisal of the task presented can the proper cushion be provided against in view of enemy attacks throughout the summer in Rissia, North Africa the shock of high casualties attendant upon full-scale attack. and the Pacific, these responses suggest that a considerable body of Ameri- The evidence here is not presented as a complete examination of public sen- cans have an unrealistic appraisal of the military situation. Even in timent on all the problems connected with the launching of an offensive; May, before the first important American offensive action was launched in it does, however, represent findings of the Bureau of Intelligence on a the Solomons, the same question evoked very similar results. At that number of the most vital issues involved. time, 30 per cent said, "Offensive," 46 per cent, "Defensive," and 24 per cent, "Don't know." TINING OF THE OFFENSIVE The general approval which will greet the anticipated switch to the offen- In considering public reactions to any future opening of new fronts, it is sive is perhaps indicated by the fact that in September nine out of ten in point to note how people characterized the strategy we have employed Americans thought we were "doing the right thing" in sending our nen over- thus far. In early September, half of the American public described the seas to fight. Very little isolationist or purely defensive sentiment was fighting we were engaged in at that time as largely defensive rather than evidenced. offensive in nature. About a third believed we were fighting "mainly on Intimately bound up with people's hopes and desires as to the kind of war the offensive." to fight must be their estimates of how long it will be before victory is However, practically all of those who described our fighting as defensive achieved. In the face of much expert opinion to the contrary, half the were convinced that another year would find us on the offensive, and al- population believed in September that the war would be over within two most a third of them expected such action before the close of 1942. years or less. This figure represented the highest tide of confidence reached since May and early June. During the spring, the bombing of Tokyo, *Would you say the United States is now fighting mainly on the offensive or mainly on the defensive?" the 1,000-plane attack on Cologne, and the success of the Midway battle 915 50% 195 Offensive Defensive had bolstered public opinion to 6 point which was widely considered over- Don't know confident and complacent. Optimism which waned during the summer appears to be on the rise again, and millions of Americans are obviously not pay- Asked of those who said "defensive": 145 145 12% 2% 8% chologically prepared for a long war. "About how much longer do you think It will be before we really start over don't taking the offensive?" 4 mos. EUROPEAN SECOND FRONT 6 nos, I yr. 1 yr. know Naturally there is greater resistance to the undertaking of specific - 2 - - 3 - Regraded Unclassified offensive action than to the general idea of offensive strategy. When the As the following chart indicates, most of the skeptics who doubted Pussia's national sample interviewed in September was asked about the desirability ability to hold out were, however, certain that the Soviets could be saved of attempting a second front invasion of Europe within the near future, & if the Allies should land an army in Europe in the next two or three months: majority expressed approval. But a quarter of the public indicated opposi- tion to such a venture. The findings illustrated below reflect attitudes "If Russia does not get more help from the Allies than she la getting now,do measured after the Dieppe raid on the continent - but before a full a.c- you think Russia will be able to hold out against Sermany until this winter?" count of Canadian losses there had been released. 57% 32% 11% Yes No Don't know "Do you think In the next two or three months the Allies should try to land an army on the continent of Europe for a real Invesion?" 57% Asked of those who answered "No" or "Don't know" 25% Yes 185 No Don't know 26% 4% 135 *Do you think Rusela would be saved Yes No Don' know If the Allies should land an army In Europe In the next or threemonths?" One reason for the strong minority opposition to a second front venture at this time may lie in the fact that invasion of Europe has been tied, in the EXPECTATION OF SECOND FRONT public mind, to the issue of "saving Russia in order to save ourselves." The majority who favored an early second front in Europe was matched by & A third of the American people is not convinced that we would lose the war majority of alightly greater size which expected that such an attack would even if Russia, China and England were all defeated. be launched before winter. Quite naturally, those who favored a second front were much more certain that it would be opened this fall than were A majority of the public, moreover, believed in September that Russia could those opposed to a European invasion. hold out against Germany until winter, even without increased assistance from her allies. Varying estimates of Russian endurance clearly influence Over half of the whole sample felt that the chances of success in such an attitudes toward the necessity for an immediate second front invasion: attempt were "pretty good," while eight out of ten were convineed that the odds on success were at least even. Those who considered such an attempt 70 per cent of those who believe Russia will not be able to hold out until winter unless saved by an likely to fail - only 10 per cent of the whole sample -- were overwhelm- allied invasion, as compared with ingly against the move. On the other hand, a majority of the people who 56 per cent of those who believe Russia will be able to hold out against Germany until winter, are in thought the chances of success "fifty-fifty" were willing to have the Allies favor of an invasion of the continent within the next two or three months. take the risk. 4 - - 5 - Regraded Unclassified "Do you think that In the next two or three months the Allies should try to land an army on the continent of Europe for a real invasion?" military lenders have failed thus far to undertake the effort because they consider it impractical. There is good reason to believe that action of those who feel that our chances of gaining 125 a foothold are: 15% launched by trusted and competent authorities would, as in the past, be 73% should don't should invade not Invade know supported by overwhelming popular approval. pretty good 54% 32% iss CONFIDENCE IN OUR ARMED FORCES 50 50 9% 82% Any shift to an all-out offensive strategy will be regarded by the people 95 more likely to fall in the light of their confidence in our military establishment. In Septem- ber, this confidence appeared to be on a very high level. The quality of It seems significant that persons with relatives and friends in the ser- our leadership, the fighting spirit of our men, our military equipment and vice, or about to go in, voted just as strongly in favor of an early in- the strength of our Navy and Air Force were all considered far superior to vasion of Europe as those who had no close relationship with the service. those of Germany and Japan. A healthy national pride is undoubtedly re- flected by these sentiments. They may, however, connote more patriotism Better educated groups showed a greater belief that the United States needs than realism. support to win the war, but curiously enough were more cautious in recos- mending a second front and more possimistic about its chances of success As the chart on the following page illustrates, Americans overwhelmingly than were less educated groups - perhaps because of a greater appreciation rated their own armed forces higher than those of the other najor powers on of the magnitude of the job. Acceptance of the imminence of an invasion all points of comparison save one; four out of ten gave Germany credit for of Europe was, however, greatest on the upper educational levels. They having the strongest aray in the world. But, despite the numerical superi- were more prone than others to expect an invasion in spite of the fact ority of the German aray, and despite the actual combat experience which that they advocated it less strongly. it has had, three out of every ten Americans still felt that our own Army was stronger. It is fairly plain, moreover, that even those who gave first These expressions of opinion about a second front in the future are by no place to the Wehrmacht thought that our own Army was potentially superior. means intended as a measurement of popular reaction in the event that an Many of them held that we have smarter generals than the Germans, better actual invasion of Europe should be attempted. Public opinion is, in large fighting spirit and the best Aray equipment in the world. part, a response to leadership and to action. Much of the current opposition This confidence that total American military strength is unchallengeable, to an invasion effort may be based on nothing more than an assumption that - 6 - 7 - Regraded Unclassified QUALITY OF AMERICAN FIGHTING FORCES even by the Germans, was evidenced by the answers given to a nomewhat simi- COMPARED WITH OTHER COUNTRIES lar question asked of a national sample in August: "From what you know or have heard, would you say the all-around fighting ability of the American Which one of these countries would you say MI.... armed forces is better, about the same or poorer than Germany's?" Fifty- U. S. 31% the strongest England 15 seven per cent said that our all-around fighting ability was greater than army? Russia 145 Germany's, while only 15 per cent confessed that they considered it inferior. Germany 42% Japan 2% Nevertheless, respect for the Nazi army - the army which will face Aneri- #: S. 51% the strongest can troops invading the continent - has some influence upon civilian sen- England 20% air force? Russia 1% timent in regard to the opening of a second front: Germany 13% Japan 2% 64 per cent of those who think the United States has the strongest Aray, but only e. S. 52% the strongest England 27% 54 per cent who believe Germany's army strongest, navy? favored the invasion of Europe this fall. Russia IS Germany 3% Japan 6% EVALUATION OF THE JAPANESE U. S. 58% The comparative rating of military capacities gives added emphasis to other the smartest England 2% generals? Russia 5% indications that Americans consider the Germans & more dangerous and nore Germany 19% formidable foe than the Japanese. It seems significant that this relative Japan is disregard for Japanese military strength was registered at about the time U. s. 65% best fighting when Assistant Secretary Bard and ex-Ambassador Grew were warning that England 6% spirit? Russia 125 Japanese ferocity and might must not be underrated. Germany 5% Japan 5% This tendency to regard Japan as & subordinate foe may stem from a lack of U. s. 65% information among large sectors of the American public. A surprisingly the best army England 2% § equipment? large proportion of the population - almost half - manifested ignorance Russia 15 Germany 20% of the fact that the Japanese had occupied American territory in the Japan 15 Aleutian Islands. It 18 possible that some of those interviewed - 9 - 8 - Regraded Unclassified QUALITY OF AMERICAN FIGHTING FORCES even by the Germans, was evidenced by the answers given to a somewhat simi- COMPARED WITH OTHER COUNTRIES lar question asked of a national sample in August: "From what you know or Which one of these countries would you say 188... have heard, would you say the all-around fighting ability of the American armed forces is better, about the same or poorer than Germany's?" Fifty- 0. S. 31% the strongest England is seven per cent said that our all-around fighting ability was greater than army? Aussia 14% Germany's, while only 15 por cent confessed that they considered it inferior. Germany 42% Japan 25 Nevertheless, respect for the Nazi army -- the aray which will face Ameri- J. 5. 51% the strongest can troops invading the continent - has some influence upon civilian sen- England 20% air force? Russia IS timent in regard to the opening of a second front: Germany 135 Japan 2% 64 per cent of those who think the United States has the strongest Army, but only u. S. 52% the strongest England 27% 54 per cent who believe Germany's army strongest, navy? favored the invasion of Europe this fall. Russia IS Germany 3% Japan 6% EVALUATION OF THE JAPANESE u. S. 58% The comparative rating of military capacities gives added emphasis to other the smartest England 2% generals? Russia 5% indications that Americans consider the Germans a more dangerous and more Germany 19% formidable foe than the Japanase. It seems significant that this relative Japan 12 disregard for Japanese military strength was registered at about the time U. S. 65% best fighting when Assistant Secretary Bard and ex-Ambassador Grew were warning that England 6% spirit? Russia 12% Japanese ferocity and might must not be underrated. Germany 5% Japan 5% This tendency to regard Japan as a subordinate foe may stem from 6. lack of U. S. 66% information among large sectors of the American public. A surprisingly the best army Ingland 2% equipment? large proportion of the population - almost half - manifested ignorance Russia 1% Germany 20% of the fact that the Japanese had occupied American territory in the Japan 15 Aleutian Islands. It is possible that some of those interviewed - 9 - 8 - Regraded Unclassified misunderstood the question and answered negatively on the assumption that it referred only to those Aleutian Islands close to the Alaskan mainland - EFFECT OF INFORMATIONAL LEVEL ON CONFIDENCE rather than to the westernmost tip of the Aleutian chain. There are other signs that the high confidence in our armed forces rests more upon national pride than upon a sound foundation of information and There 1s a direct relation between education and awareness that the Japan- realism. On every phase of our military strength testad, the less edu- ese have landed troops on American soil in the Aleutians. Among persons cated groups showed the most overwhelming confidence. at the lowest educational level, tro out of three were ignorant of this fact. Even among people who had gone to college, two out of ten had no As the following chart shows, college graduates were seven to one in rat- knowledge of the Japanese footholds. The following chart illustrates the ing the strength of Germany's aray over that 01 - own; in addition, they extent of ignorance and the relationship between education and information tended to credit the Nazis with more able generalship than their own coun- on this particular subject. try - and they were about equally divided on the relative strength of the American and British air forces. "From what you have heard or read, have the Japanese succeeded in occupying any of the Alautian Islands -- that 10, our Islande near Alaska?* "Which country has the strongest army?" (Based on educational Levels of respondents) 57% 23% Yes, they have 20% No, they haven't Don't know Germany United States Russia College graduates 725 10% 125 Educational level of those who answered "Yes" Some college 60% 19% 135 College graduates - 84% High school graduates 48% 27% 15% Some college - 78% Some high school 44% 35% 155 Grammar school graduates 34% 37% 16% High school graduates - 68% Some gramar school or less 24% 435 115 Some high school - 52% surspect for our allies and enemies was reflected in greater force among Granmar school graduates 46% the more educated groups with one exception: Evaluation of the power Some grammar school or less - 33% of the Russian army held practically constant on all educational levels. Even among the most educated, however - though by a relatively small - 10 - 11 - Regraded Unclassified margin -- the United States was considered to be the strongest naval power, with the amount of training our soldiers are receiving before being dis- to have the best equipment for its army, and to possess the outstanding patched to foreign poste. fighting spirit among the great world powers. Even among those with immediate relatives in the arned forces, 79 per cent had not heard of any discontent among our soldiers at hous. This group SPECIFIC CRITICISMS OF THE ARMY was no more critical of politics in the choice of officers than were per- There was little evidence of any particular civilian criticism of the army sons who had no close connection with soldiers. And they were even BOISS- which might be influencing evaluation of our might and ability to launch what more inclined than others to feel that our fighting sen were getting an offensive. Although a fifth of the American public had heard of in- anple training before being sent into battle. stances of discontent in the army camps in this country, only three per cent considered this discontent serious enough to hurt the fighting spirit 68 per cent of those with friends or relatives in the armed forces, as compared with of the army. Such instances as were recalled may have been conventional 58 per cent of those with no such connection with grumbling or mere rumor. the military, felt that American soldiers were getting enough training before they go into battle. *Have you heard of any cases of discontent among soldiers In the army camps Women were slightly more critical than men of the adequacy of army train- here In the United States?" ing. There was not more than six or eight percentage points difference 80% 20% No Yes between the sexes, but it may furnish evidence of some need for greater reassurance among women regarding the preparation given to soldiers. Asked of those who had heard of discontent: 3% 15% 25 Not only did suspicion of the merit system within the aray seen to be con- *Do you think this discontent is serious enough to hurt the fighting spirit of our army as a whole, or fined to a relatively small group, but the people who did have these do you think It doesn't amount to much?" Not Don't Serious serious know doubts apparently did not look on the matter as affecting the army seri- ously. At least, they did not differ from other civilians in their esti- mates of either the strength of the army or the ability of United States Less than a quarter of the people interviewed expressed any conviction generals. However, impressions of discontent among our soldiers, though that pull or influence is necessary for a person to become an officer in certainly not widespread at present, are a factor to be reckoned with: our army. Only about one out of five persons expressed any dissatisfaction - 13 - - 12 - Regraded Unclassified 68 per cent of those who had not heard stories of "discontent" in army camps, while only pessimistic as they were in mid-August. 50 per cent of those who had heard of such grumbling, rated the United States first Americans appear to be imbued with the concept of their nation as the ar- among world powers in fighting spirit. senal of democracy. Even in August fifty-one per cent of then believed that the United States was providing "more than half of the war materials CONFIDENCE IN PRODUCTION AND SHIPPING used by the allies." Eighteen per cent thought that "practically all" of The behind-the-lines task of supplying and transporting war materials is the United Nations' war equipment was made in the U.S.A. In view of the vital to any serious consideration of a. successful offensive. And the great productive efforts which are being carried on in Britain and Russia, people's judgments of our progress in this direction will be a part of these opinions seem somewhat unrealistic and perhaps reflect & widespread their total attitude toward the subject. failure to appreciate the contributions other members of the United Nations The public's evaluation of our war production as measured in September was are making to the common cause. a mixture of strong confidence in the future, some reservations regarding present achievements, and & good deal of ignorance concerning the actual *From what you have heard, would you say the United States is producing less than half or more than half of the war material used by the Allies?" situation. 12% 51% Less 18% More 195 than half About half than half Don't know Production in General Almost half of the American public (44 per cent) felt in September that our over-all production of war materials was progressing "only fairly well" or Asked of those who answered "more than half" 18% 29% 4% "poorly." This, however, represented & decided gain in confidence over "Would you say the United States is producing the previous month when, apparently, news of WPB shufflings and the cancel- practically all of It?" Yes No. Don'tknow lation of war contracts for lack of materials had raised this critical group from 25 per cent in June to 54 per cent in August. EDUCATIONAL DIFFERENCES In short, from June to August, there had been & marked increase in critical Criticiam or production was distinctly 8 mark of the more educated groups, thinking on the production picture, so that September showed the public to however, for 55 per cent of the college graduates as compared with only be more possimistic than they were earlier in the summer, but not as 30 per cent of those who had never completed grammar school said produc- tion was going only fairly well or poo-ly. - 14 - - 15 - Regraded Unclassified Paradoxically, there was a striking inverse relationship between education "In general, do you think that production of war materials In this country 1a going along very well, only fairly well, or poorly?" and awareness of the urgent need for steel: (Based on educational levels of respondents) 57 per cent of the college graduates, 88 compared with Total who sald fairly 445 well or poorly 45 per cent of those who had never completed grammar school, were of the opinion that we had enough College graduates 55% steel on hand to build the ships and other war materials we need. Some college 54% High school 51% Awareness of the steel shortage has undoubtedly been greatly advanced dur- graduates Some high school 425 ing the past weeks by the emphasis given by newspapers and radio broad- Grammer school casts to the campaign for the collection of steel scrap. The American In- graduates 40% stitute of Public Opinion reported early in October that 94 per cent of the Some grammar school 30% or less American people said they have read about the scrap collection drive in their newspapers. But it is significant that, on the eve of the scrap cam- Steel Shortage paign, such widespread lack of appreciation of the steel shortage should have existed. In September, the Bureau asked its national sample the question: "From what you have read or heard, would you say we have enough steel on hand to Shipping build the ships and other war materials we need?" Half of the sample an- swered the question affirmatively. Only a third indicated an awareness of Seven in ten persons perhaps conditioned by stories of Kaiser record- the steel shortage inhibiting production at that time. smashing and the launching of 174 ships on Labor Day - believed that pro- duction of ships was up to schedule or even ahead of schedule. On the Quite naturally, those who were unaware of any steel shortage were better other hand, most of them were aware that shipping is a major war problem satisfied with the general progress of production: today, for only about a quarter of the population maintained that we now 56 par cent of those who were unaware of the steel have enough ships to carry our war materials to the fighting lines. And shortage, but only while only 14 per cant of them felt we could be doing more than we are to 46 per cent of those who realized a shortage ex- meet the submarine menace, a little more than half were unwilling to say we isted, felt that the production of war materials was going very well. would have Atlantic shipping under control within the next few months. - 17 - - 16 - Regraded Unclassified Furthernore, a Gallup poll published in early August reported that people named shipping more 2. Lack of realism is especially prevalent among persons on the lower than anything else (36%) when asked what con- stituted the most important problem the United educational levels. States faces today in winning the war. 3. Americans tend to overestimate their country's contribution to the Nevertheless, there was 8. slight but consistent increase in optimism from production efforts of the United Nations. Moreover, they are not fully August to September on all of the questions pertaining to shipping. Con- aware of the shortages and other difficulties which impede production. sidered individually, no one of them would be significant but taken to- gether they probably indicate a distinct trend. 4. Sound informational measures are needed to temper the eagerness for offensive action with realism and to provide & healthy public appreciation August September Tie do not have enough ships of the price which must be paid for victory. to carry our whr materi- als to the fighting lines 58% 54% Production of ships is not up to schedule 18 14 Be are not doing all we possibly can to prevent submarine sinkings in Atlantic. 16 14 It will be over six months before the submarine menace will be under con- trol 41 39 The direct bearing which shipping has upon the launching of a major offen- sive may be inadequately understood. CONCLUSIONS 1. The American public desires offensive action and believes it can be undertaken soon. But its expectation appears to be based, in part, upon unrealistic appraisals of our armed strength compared with that of our enemies and upon overconfidence about the progress of the war. - 18 - - 19 - Regraded Unclassified 117 THE UNDER SECRETARY OF THE TREASURY WASHINGTON October 22, 1942. MEMORANDUM ON CABINET MEETING The President said that Myron Taylor was just back and he had a very good report to make. He said that the Vatican apparently was not now in favor of a negotiated peace as it had been in the past, but was more inclined to favor the side of the Allies. Of course, he said, they are virtual prisoners, but nevertheless they had a strong feeling that the Allies are going to win. He then went into a discussion of the huge tax bill that was put on his desk and the lengthy report from the Treasury on it. He said the bill might as well have been in B. foreign language; that he didn't understand it and didn't think the T: easury understood it. It was handed to him late in the after- noon of Wednesday and told he had to sign it that day in order to save some $60 million revenue, so he was forced to sign it without reading it. He made quite B. joke of the whole thing. He then turned to the Secretaries of War and Navy and said he had a copy of a press release which Steve Early had drawn up concerning the foot ball game between the Army and Navy Academies, which stated that the game would be played at Annapolis, and that tickets would be sold only to people in and around Annapolis. He said to the two Cabinet Officers that he didn't want to pick up the paper the following morning and see where the high ranking officers of the Army and Navy were present at this game. Secretary Stimson said he had already issued orders to his office and Secre- tary Knox said he would do likewise. Secretary Hull had nothing. I had nothing to report. Mr. Biddle said he had prepared El bill and submitted it to Congress which would correct some of the authority that was found lacking in the trial of the saboteurs. The President asked him if it wouldn't take a long time to get such a bill through PORDEFENSE Congress. Mr. Biddle said that curiously enough, there was an interest in it and he thought Congress was going to pass it in B. BUY few days. times STATES TWICE FOUNDS Regraded Unclassified 118 - 2 - Frank Walker had nothing to report. The President asked him if he had done anything to create a stamp which would honor the United Nations which had been overrun by the Axis powers. He said no he had not. Apparently the President had sent him a memorandum which he had not yet received. The President then said that arrangements are now being made to move Bolivar (he didn't know where he was buried) to Caracas. He thought it might be well to look into the matter of providing a stamp commemorating this move. He said he thought it would be very popular in Bolivia, Peru, Venezuela and the Central American States. Secretary Ickes then spoke up and said he wondered why the Treasury didn't sell albums with Savings Stamps in them to collectors. I said that we had authorized the use of the stamps for collectors and we had authorized the use of stamps to collectors' magazines, but I had not heard of the suggestion of placing them in albums. I would look into it. Secretary Knox said he had noticed in the morning paper that Secretary Stimson had taken a rather strong stand on the Liquor Bill pending in Congress. He thought it was an excellent letter Secretary Stimson had written so he went to his office and wrote one himself and joined in the recommendations of Secretary Stimson. There was some discussion then between the President and Jimmie Byrnes as to the procedure in getting a Lee bill or Lee amendment, which covers this matter, eliminated. Secretary Ickes said there were very few people in the country who understand how to operate high octane gasoline plants. There are several of them now under construction and will be coming into production early next year. As this process is only about three years old, he estimates there are about 100 men in the country who understand it. Most of them are young men who have gone into the Army and he is afraid the plants will be ready next spring and no one to operate them. The President said he should take it up with the Secretary of War and work out some arrangement whereby these particular men can either be deferred or put in uniform and detailed back to the plants. Secretary Ickes then brought up the question of food in Puerto Rico. The situation is quite bad because of lack of shipping. The President said that something should be done to get Puerto Rican families to grow their own food. Secretary Ickes said they had done something along this line but they hadn't yet been able to get all the land out of the hands of the large land owners. What they would have to do would be to take care of the immediate problem in some manner and adopt a long-range policy of getting the local residents to grow their own food. He said there is a resolution in Congress, introduced by Senator Chaves, which authorizes an investigation of the Puerto Rican situation aimed largely, he thought, at Rex Tugwell. The President asked Regraded Unclassified 119 - 3 - the Vice President and Jimmie Byrnes as a committee to see if they couldn't have the proposed resolution shelved and not put through. There was then quite a discussion of the fishing boats which the Army and Navy had taken over from Interior. The President raised the question as to whether there could not be a lot of fish caught by local residents along the Atlantic Coast Line and stations with refrigeration set up every few miles to buy this fish. He knows there is a lot of fishing taking place just along the coast lines and some very good fish are caught, but many of them are thrown back because there is no market. He thinks that Secretary Ickes should go into this. Secretary Wickard again referred to the labor problem that he discussed at last Cabinet meeting. He said they had about sixty workers who had come to work down in Arizona on the basis of the previous discussion. He hoped that it would work out all right. Jesse Jones had nothing. Madame Perkins referred to the Ramspeck bill which had been introduced and had some support which attempted to cover situations where employers and employees had come to some agree- ment not to strike or ask for increase of wages during the emer- gency. She thought the bill was all wrong and some attempt should be made to get it killed. There was then quite a discussion of the longer week which the President said he had asked about on his recent trip. He found than when a factory had longer weeks they had a great deal of sick leave, When asked the cause of sickness, the answer in the majority of cases was that they were just too tired. There was also a dis- cussion of the matter of registering women and the whole manpower problem. There was also a discussion of the public works such as work that is now being carried on in Washington around the local parks. It was the thought of the group that that could be done away with during the war and the manpower used for it could be used on something more vital to the war effort. Mr. MoNutt discussed at some length the question of doctors. He said there was certain to be a shortage of doctors within the next year or so. Jim Landis discussed the hospital facilities. He said it appeared to him that there would have to be some drastic action taken in certain sections. He referred to Jesse Jones' home town of Houston Regraded Unclassified 120 4 where, he said, war factories had sprung up and hospital facilities were not anywhere near enough to take care of the situation. He said many of the towns were 80 small before the war factories came along they didn't have a hospital and now they have several thousand people thrown into the picture and with no hospital it becomes rather serious. John Blandford reported that he had gotten the $600 million appropriation and they were now proceeding with their program. The main question they would have to work out would be the priorities with Donald Nelson. Donald Nelson, Jimmie Byrnes and Vice President Wallace had nothing to report. The President then said there was one other thing he wanted to refer to and that was the last borrowing of the Treasury which was not a huge success. He said the Treasury borrowed $4 billion and got it, but it didn't go over very well. He said he had been giving it some thought and had talked to 8. number of people, particularly labor people, and he felt there was 8 great need for a Government annuity. He wanted the Treasury to study the matter. He said Great Britain had had annuities for a long time and in England today you find a great many old people who are living on annuities which they took out in their younger days. I told him we had given a great deal of thought to annuities and that the Savings Bond program grew out of our consideration of that matter. Many people today are buying Savings Bonds each month so that ten years from now they will have an annuity paid to them on a monthly basis. I said that while the British Government had sold Government annuities for a period of fifty or sixty years, the last time I looked at their public debt statement there was only eleven or twelve million pounds of annuity liabilities outstanding. We had not felt that there was a great deal of money in annuities and furthermore we did not feel that the Govern- ment ought to get into the life insurance business. However, I said that we would be glad to look into it again as we wanted to put out every obligation that will siphon off some of the excess purchasing power. Henry Wallace brought up the question of the spendings tax. I told him that one beauty about the spendings tax was that it didn't necessarily freeze the present assets of an individual. I told him we had $13 billion of demand obligations in the form of Savings Bonds outstanding at the present time on which the holders have been promised they can cash their securities at any time they want to after sixty days. I believe that to tell them they couldn't cash them, which we would have to do in case of enforced savings or enforced lending, would be a distinct shock. The spendings tax would have the advantage of merely putting 8 tax on the holders if they do Regraded Unclassified 121 - 5 - cash them and spend the money. I said it had the further advantage, if the rates are high enough, of putting huge sums into the Treasury in the form of taxes if the money is spent, and if the money is not spent it creates a tremendous reservoir of savings for Government securities. It also leaves with the individual the discrimination as to what form his savings shall take: he can leave them in the bank in the form of deposits; he can buy insurance; pay off debts, or he can buy Government securities directly. If he chooses any other method than the purchase of Government securities, then the Government can borrow that money or its equivalent and it 1s not inflationary. Secretary Wallace said he couldn't understand why the people didn't like it because to him it was the best thing that had been suggested yet for controlling inflation. He hopes that it will be pushed. DWB Regraded Unclassified 122 BOARD OF GOVERNORS OF THE ( THE 07 <<<<<<<00 I FEDERAL RESERVE SYSTEM WASHINGTON M.S. SZYMCZAK MEMBER OF THE BOARD October 22, 1942 Dear Mr. Secretary: For your information I am attaching a short biography of the Polish Minister of Finance, Mr. Henryk Strasburger, which was forwarded to Mr. Saymozak by Ambassador Ciechanowski. Cordially yours, W.G. me heving han unifted by W. G. McLenighan Staphers - Secretary to Mr. Szymesak Attachment The Honorable Henry Morgenthau, Jr. Secretary of the Treasury Washington, D. C. 123 HENRYK STRASBURGER, POLISH MINISTER OF FINANCE Born in Southern Poland in 1887, descendant of a family of mining industrialists. Doctor of Law and Political Exonomy. From 1918 to 1924 he was Under Secretary of State in the Polish Ministry of Industry and Commerce, contributing much towards its on ganisation and smooth running. During that time he negotiated several commercial treaties. In 1921 Mr. Strasburger took part in the Peace Negotiations with Soviet Russia in Riga, where he represented the idea of economic col- laboration with Russia. In the following year he represented Poland at the International Conference in Genoa, and later that year at & Conference for regulat- ing reglations with Soviet Russia in the Hague, where he met and ex- changed views with Mr. Litvinov, the present Ambassador of the U.S.S.R. to Washington, In 1924 he left the post of Under Secretary of State to become Polish Commissioner General in the Pree City of Dansig, which post he held until 1932. During this period he often represented Poland at the Council of the League of Nations in egonomic matters as well as matters concerning Dansig. Mr. Strasburger frequently acted effectively in liquidating var- ious serious disputes in Dansig which were instigated by the Germane; in Dansig he stood firm by the authority of the League of Nations and worked for the increase of shipments through Dansig and Gdynia. Regraded Unclassified 124 - 2 - From 1932 to 1939 he was President of the Central Organization of Polish Industries and was on the Board of several companies. He was also Polish Delegate to the International Chamber of Commerce. Mr. Strasburger has written several books on political and econom- ie problems, in which he has advocated the 1dea of international eco- nomic cooperation. Two years before the outbreak of the war he wrote a book on the question of Dansig which aroused widespread interest among the Poles and abroad, and in which he pointed out the threatening conflict and aggression coming from Germany. Mr. Strasburger has also published a book on the significance of foreign trade for Poland. He was professor of economies at the Lwow University and the Universal College in Warsow. He has been also a strong supporter of closer Polish relations with Czechoslovakia. It was on the 16th of September 1939, that he crossed Poland's southern frontier into Rumania and came to France. After the collapse of France he left for Great Britain on the 20th of June 1940, sailing from Bordeaux on the British destroyer H . W. S. "ARETUSA". Since 1939 he has been Minister of Finance in General Sikorski's Cabinet. Regraded Unclassified 125 BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM THE PERFORM of I / WASHINGTON M.S. BZYMCZAK MEMBER or THE BOARD 0000 * October 15, 1942 Dear Mr. Secretary: The Polish Minister of Finance, Mr. Henry Strasburger, I am advised, will be in Washington from November 11th to the 14th. I have invited him to luncheon here at the Board, through the Financial Counselor. He promises to be here on the twelfth, at one o'clock. Should like very much to have you attend, if at all possible. Have conveyed this message to your office this afternoon by telephone. Cordially yours, The Honorable Henry Morgenthau, Jr. Secretary of the Treasury Washington, D. C. Regraded Unclassified 126 11, Bruton Street London, W.1. May fair 4195 October 22, 1942. Dear Dr. White: I should like you to have the enclosed letter, which I transmitted to Sir Frederick Phillips at the Treasury this morning, relative to the British proposals for the release of the impounded sterling of the film Companies. I will keep you informed of further develop- ments in this matter and trust that it will be possible to reach a conclusion shortly. With kind regards, Sincerely yours, s/s F. W. Allport F. W. Allport. Dr. H. D. White Claridge's LONDON W. 1. COPY Regraded Unclassified 127 11 Bruton Street LONDON W.1. October 22, 1942. My dear Sir Frederick: Mr. Hays has cabled me the text of the proposals relative to the release of impounded sterling that were recently trans- mitted to the Agreement film Companies in New York, and has also sent me their reply to these proposals, as enclosed, which I have been asked to transmit to you. You will note that the Companies suggest in paragraph 4 of their reply that the amount of the trensfer for 1942-43 be held open for further discussion. If this suggestion meets with the Tressury's approval, the Companies propose that all other pro- visions of the 1941-42 Agreement should remain in force pending such discussion and eventual agreement on the matter of the 1942-43 transfer. This suggestion is designed, of course, to avoid the confusion that would arise if the present Agreement should terminate before it is replaced by a further agreement or by some other acceptable basis of operation. It will be greatly appreciated if the Treasury will consider the Companies' reply at an early date as the Companies are naturally anxious to complete arrangements for the release of the impounded sterling 88 promptly as possible. I shall be glad to discuss the specific provisions of the release agreement as soon as the Treasury is prepared to do so. Yours sincerely, F. W. Allport. Sir Frederick Phillips, K.C.M.G., C.B., The Treasury Whitehall LONDON S.W.1. COPY Regraded Unclassified 128 1. All Companies will accept the proposal for altering the quota regulations as set out in memorandum attached to the proposal and hereto attached. It is respectfully pointed out that United Artists is now using the footage quota basis and that Universal Pictures cannot obligate its British licensee or distributor on quota matters since such is the sole responsibility of such licensee or distributor. 2. All Companies will agree to the suggested terms for the release for transfer into dollars of the sterling balances accumulated by the Companies at October 24, 1942. It is assumed that the plan of procedure used by the Companies and accepted by the Control Board and the Treasury for calculating the amount of remittances under the Film Agreement 1941-42 (defreezing agreement) will similarly be used in calculating the amount available for transfer at October 24, 1942. 3. The Companies stand ready to discuss immediately any technical details which may arise as to the date of the said release of dollars. The Companies suggest that only a very small percentage of the total sum should be retained after october 24 and then only for such period of time as will permit the individual companies to submit necessary audited figures to substantiate the exact amount due for remittance on the specified date. Regraded Unclassified 129 - 2 - 4. We note the statement that the Chancellor of the Exchequer cannot at this time undertake to provide facilities for the transfer for the twelve months ending October 24, 1943, in excess of the sum of $20,000,000. As we had been informed at the last conference that the matter of the 1943 transfer would be the subject matter of further negotiation, we suggest that the matter of the transfer for 1943 be held open for discussion, and that we be given the opportunity of presenting the reasons why there shall be no restrictions placed upon the remittal of our funds for the coming year. 5. The inherent right of Government to exercise its powers of taxation is recognized. However, the Companies respectfully suggest that they retain the right to protest any proposed tax which might be unfair and or discriminatory. 6. All Companies agree that the detailed drafting of the agreement may be done in London, concluding all matters herein referred to except as to next year's transfers, which as suggested above should be a subject of further Iscussions. Regraded Unclassified 130 NOT TO BE RE-TRANSMITTED. COPY NO. BRITISH MOST SECRET. U.S. SECRET. OPTEL NO, 364. Information received up to 7 A.M. 22nd Oct. 1. NAVAL. NORTHERN WATERS: Photographic reconnaissance on 21st showed TIRPITZ, VON SCHEER and HIPPER under way at Narvik. BLACK SEA: 10th. A Russian submarine sank a 6,000 ton ship off River Danube, ATTACKS ON SHIPPING: From 17th to 20th Oct. (inclusive) 7 ships were reported to have been attached by submarines, One U.S. ship sunk in northwestern approaches and a Newfoundland Passenger Ferry sunk in the Cabot Strait. Off Trinidad a British ship was sunk and a U.S. ship torpedoed but reached port. A U.S. ship was sunk in the Guiana area and a Dutch ship in the West Atlantic. A British ship was sunk on 30th September in the Freetown area. In addition a Russian ship was reported mined in North Russia. One British ship was reported overdue. 2. MILITARY. MADAGASCAR: By 20th our advanced troogs were 20 miles south of Ambositra. Prisoners captured at Svato now emount to 707. 3. AIR OPERATIONS. WESTERN FRONT: 21st. 15 U.S. Fortresses attacked Keroman Port area (south of Lorient) and nine bombed Maupertus Aerodrome (Cherbourg). Hits reported on both targets. Preliminary reports indicate nine enemy fighters missing. 17 squadrons of Spitfires supported these operations. destroyed, six probably destroyed and 6 damaged. 3 bombers 3 Mosquitos bombed a factory near Norden, Leeuwarden Aerodrome and Stork works at Henglo. Mustangs attacked targets at Meppen and Lathan (Northwest Germany). A Hampden torpedoed a 3,000 south coast. 1 destroyed, 1 damaged. Temporary dislocation ton ship west of Mandal (Norway). Six enemy aircrait flew over caused to railway. 21st/22nd. 7 aircraft (1 missing) despatched sea mining. About 8 enemy aircraft flew over east coast. Damage caused was not extensive. fighters causing serious some damage. 1 enemy aircraft destroyed, 1 damaged. carrying bombs attacked Luça and Takali without MALTA: 21st. A total of 195 high flying Harbour and misses made on three others. Landing grounds EGYPT: 19th/20th. One ship bombed in Tobruk at Sidi Haneiso near and El Daba were attacked. Enemy aircreft sank a tanker in Gulf of Suez. -1- Regraded Unclassified 131 21st. Strong attacks made on enemy landing grounds at Fuka and El Daba. Beaufighters destroyed or damaged 26 M.T. Vehicles, 2 railway engines and a small W/T station between Mersa Matruh and Gambut. 11 enemy aircraft shot down and 5 damaged, 12 of our aircraft missing. BURMA: 20th. 12 Blenheims bombed landing grounds, railway sidings and buildings at Monywa. RUSSIA: German bombers attacked strong points in northern suburbs of Stalingrad. Russian transport train and river transports were bombed in lower Volga area. -2- 132 NOT TO BE RE-TRANSMITTED COPY NO. /3 BRITISH MOST SECRET U.S. SECRET OPT.L No. 372 Following is supplementary resume of operational events covering period 15th to 22nd October, 1942. 1. NAVAL Northern Waters. TIRPITZ, HIPPER, SCHEER and KOLN are still in Norwegian waters. Russian submarines in the HALTIC have torpedoed the TRELLETORG Ferry Steamor when carrying German troops. MEDITERRANEAN. 1 Destroyer, 1 ship (8,000 tons), 3 medium sized ships reported runk by British submarines, 3 small ships and 1 other medium sized ship torpedoed, other attacks reported but details not available. Russian sub- marines claim 2 Roumanian Destroyers and a 6,000 ton Houmanian ship sunk in BLACK SEA. Submarine Warfare. U-boats most active in North Atlantic. TRINIDAD, WEST AFRICA and CAPETOWN areas quieter. 14 ships lost by U-boat during week. 4 ocean convoys totalling 79 ships arrived UNITED KINGDOM without loss but 9 ships lost out of 2 other convoya. 3 outward bound convoys totalling 79 ships arrived without loss. 1 promising surface attack and 2 promising air sttacks on U-boate reported. Trade. During week ending 17th imports in convoy into UNITED KINGDOM 684,000 tons, including 201,000 tons oil. 2. MILITARY FAR EAST. BURMA. Small band of Allied guerrillas. attacked & Japanese force which had penetrated into CHINA HILLS, casualties inflicted but later our guerillas forced to withdraw. Japanese outposts north and west of MYITKYINA recently withdrawn but some indication of Japanese intention to advance in FORT HARTZ direction after the rains. Japanese strength in BURMA now estimated four divisions. One believed at RANGOON, 1 in CENTRAL BURMA, 1 covering western frontier and fourth stationed around MYITKYINA and along BURMA HOAD. 3. AIR OPERATIONS WESTERN FRONT. LE CREUSOT. Course taken by Lancasters entailed a round flight of about 1720 miles, including 660 over enemy occupied territory. Identification easy. 81 aircraft dropped 256 one thousand lb. high explosive and 2,896 thirty lb. incendiary bombe. Works consist of two steel plants and 8. pro- cessing plant. It appears all 3 factories were hit and some buildings completely demolished. Other large scale daylight operation involved 90 United States bombers to LORIENT submarine pens. Owing to deterioration in visibility 69 turned back before reaching French coast. Remaining 21 were engaged in running fight with about 3 dozen Fooke Mulfa 190. 15 bombers attacked, dropping 30 two thousand lb. bombs. Mosquitos continued light bombing attacks by day on various objectives in the Low Countries and GERMANY, and single seater fighters, Amorican-built Mustangs, peno- trated to GERMANY for the first time. One major night operation to COLOGNE was made under poor bombing conditions. 190 sorties in search of U-boats and 30 BISCAY patrols. MALTA. Since 10th, casualties in the air. Enemy - 120 destroyed, 53 probably destroyed and 149 damaged. Ours - 31 Spitfiros, 17 pilots safe. MEDITERRANEAN. At lesst 6 Axis shipe hit and 1 schooner sunk, in- cluding a 7,000 ton ship, 5,000 ton tanker, a 6,000 and a 4,000 ton ship torpedoed by naval aircraft. RUSSIA. Oring to weather deterioration, less activity except in STALINGRAD area. Marked Russian activity in MOZDOK - THREK sector, where bomburs and fighters continuously attacked enemy land forces. KRASNODAR corodromo raided 3 times. German Air Force heavily attacked Russian troops in STALINGRAD and com- munications on and east of the VOLGA. Railways behind most sectors of the front were bombed and much damage claimed to Russian rolling stock. Regraded Unclassified 133 - 2 - L. EXTRACTS FROM PHOTOGRAPHIC AND INTELLIGENCE REPORTS ON RESULTS OF AIR ATTACKS ON -21EMY TERRITORY IN EUROPE. GENERAL NOTES. German Government has suspended all further insurance against war risko of property in the HAMBURG and BREMEN districts. Reliable in- forgant reports that recent attacks have caused panio in somo places in GERMANY, ilso apprehension oven in towns not rnidod - for example, BADEN-BADEN where the Geuloiter appoaled for calm and confidence. There in shortage of roof tiles and almost completo lack of glass. Strutgart's omorgoncy food supplies stored in KARLS- RUHE were destroyed. Special relief arrangements for bombad arons are delayed. The first consignment of clothing, extra rations, stc., for KARLSRUHE arrived Come nix works after the attack. SEA MINING. Between August 21st and Suptember 23rd, 6 ships aggro- gating 2352 tons and 3 small Danish ships reported sunk and 5 ships totalling 7889 tone plus one small Gorman ship damaged by mines in waters botwoon DEMMARK and SWEDEN. 5. OPERATIONAL AIRCRAFT BATTLE CASUALTIES METROPOLITAN AREA British and Alliod Enemy Prob. In the Air Dept. Dost. Drimnged Sombers 35* Bombers 5 3 9 Fightors 2 Fighters 59 44 26 Constal 8 Miscullaneous 2 N11 Nil Total 45 Total 66 47 35 # Includes 4 United States bombers The totals for enemy righters includes onitted last week. 48 destroyed, 38 probably destroyed and 19 damaged, claimed by United States bombers, omitted last wook. MIDDLE EAST (Incl. MALTA) British and Allied Enemy Prob. In the Air On the Ground Dest. Dest. Damaged Bombors 4 1 Bombers 19 11 20 Fighters 33 1 Fighters 32 10 31 Others 1 Nil Miscellenoous 1 Nil 1 Total 38 2 Total 52 21 52 Two crows and 10 pilots are safe. of the above, anti-aircraft destroyed 4 and damaged 3. FAR EAST British and Allied Enomy In the Air Destroyed Prob. Dostroyed Unspecified 5 Bombors 23 1 Fighters 6 Nil Unspocified 22 311 Total 51 1 NOTE: No account in taken of enemy aircraft destroyed on the ground in any theatre or of British naval aircraft casualties. HOME SECURITY Four factories damaged munufacturing brill bearings, are lights, stool and boots, also a granary and El food store. Estimated civilian carualties week ending 6 A.M., 21st - killed 41, seriously wounded 96. Regraded Unclassified 13 NUMBER 54 SECRET OFFICE OF STRATEGIC SERVICES THE WAR THIS WEEK October 15-22, 1942 Printed for the Board of Analysts Copy No. 6 of the Managery OCTOBER 15-22, 1942 SECRET Office of Strategic Services THE WAR THIS WEEK In the face of notable air and naval losses, the Japanese continue their steady encroachment on the American posi- tion at Guadaleanal, and events are now shaping a final decision in the struggle for the southern Solomons. The recent concentration of Japanese effort in Middle Melanesia has been accompanied by withdrawals in New Guinea and the Aleutians and by quiet elsewhere in the Far East. The intensity and concentration of the current Japanese offensive is a measure of the store they set by conquest of this area-at once the base for harassment of the American lines of supply to Australia and an essential protective shield for the Japanese flank in the event of future offensive action against Siberia, China, or India. With the end of the monsoon, indeed, observers are canvassing the possi- bilities of a limited Japanese offensive into Assam which would seriously embarrass the already slender program of Allied air supply to China. In the northern suburbs of Stalingrad the Germans have improved their position by driving a wedge through a factory district to anchor their lines on the west bank of the Volga. At the same time, northern Africa is prey to uneasiness: Axis defensive preparations in Egypt suggest expectation of a British attack, Nazi propaganda expresses "alarm" over an Allied invasion of Northwest Africa, and French author- ities appear worried lest Mussolini exploit possible Tunisian disorders to invade that colony. Suspense at Guadalcanal The tempo of Japanese activity in the southern Solomons has declined momentarily, but the battle for Guadalcanal is 1 SECRET SECRET apparently moving slowly toward a dramatic climax. The possible damage to two cruisers and an undetermined number Japanese 80 far appear to have been unable to render our of cargo ships or transports. In the southern Solomons, airfield untenable for any length of time, and for the present torpedo boats, planes, and shore batteries since the night of they have confined their efforts to occasional bombardment of October 13-14 have reported damage to a battleship, two our positions. This they have been able to accomplish with cruisers, some destroyers (not specified), and perhaps five a certain amount of freedom, apparently, but not without transports, of which at least two were beached and destroyed. suffering damage themselves. But no warships have been sunk, and the Japanese still have Little ground activity has been reported since October 15, large forces available in this area for action, including both when Japanese troops on the island were reinforced with men battleships and aircraft carriers. and artillery put ashore under the protecting guns of a naval No fleet engagements have been reported, although we have force, which included at least one battleship. lost two destroyers. The Japanese shelled our Guadalcanal Despite these reinforcements, the Japanese may still be positions on the night of October 15-16 and again, October slightly outnumbered on the ground, and it is likely that some 17-18, after our vessels had shelled Japanese positions the additional troops will be landed before & full scale attack is previous night. launched. The Japanese may also wish to develop their artillery positions further, since they appear to hold some The Coming Decision tactical advantages for the use of artillery fire. Heavy and continued ground bombardment of our positions might well The seriousness of the situation on Guadalcanal is self- accomplish what Japanese bombers and Zeros have been evident. In view of our present widely publicized handicap unable to do. The Japanese positions, however, have them- in fighting "a two-ocean war with a one-ocean navy," a selves been under fire, both from our aircraft and our our decision in our favor would weigh heavily in psychological face vessels, and it is unlikely that the situation on the as well as in military results. ground will long remain static. Since their defeat in the Coral Sea battle in early May, the Japanese in the Southwest Pacific theater have revealed a certain mental stasis. Their inability to proceed success- Air and Sea Action fully toward the occupation of Port Moresby and the con- Air and naval forces meantime have borne the main burden solidation of their positions in the Solomons apparently of the action. Our air forces at Guadalcanal continue to surprised them. They have for some time underestimated shoot down a disproportionate number of Japanese planes their foe. When they were surprised and set back in the -19 out of 40 in one raid intercepted by Grumman Wildcats, lower Solomons and at Milne Bay, the Port Moresby venture with a loss of but 2 of our planes, and an entire flight of 14 by sea became next to impossible, but the Japanese still bombers on another occasion, when anti-aircraft fire also con- attempted to accomplish all results at once-the overland tributed to the destruction. capture of Port Moresby and the recapture of the Solomons. Since October 15, our air attacks in the northern Solomons In the latter project, they have wasted much air strength have resulted in reported damage to one heavy cruiser, and and have given our forces more time to prepare against a 2 3 SECRET SECRET serious counterattack than they had presumably anticipated. The Japanese now apparently have decided to put all their struction and improvement of airfields, but these activities Southwest Pacific eggs in one basket, regain Guadaleanal might be interpreted as indicating defensive rather than and perhaps start again where they were six months ago- offensive intentions, since Japanese installations in Burma before they lost the naval battle for Port Moresby. Mean- have been under increasing Allied air attack. The possi- time they are showing indications of strain both in air power bility of offensive action against India can not be ruled out, and in shipping. On New Guinea, where they have been however. While a limited offensive toward Assam would pushed back to within six air-line miles of their main forward meet severe obstacles of terrain and transport, it is believed base at Kokoda, no Japanese air forces have attempted seri- that these difficulties are not insurmountable (see Appendix ously to challenge our air supremacy. At Kiska in the III). By occupying northern Assam, the enemy would Aleutians, air interception of our continued bombing attacks double the length of our air route between India and China. has been virtually non-existent. The appearance near Kiska Payloads would be reduced, and the chances of successful air this week of two destroyers carrying crated cargo may indi- interception would increase to such an extent that even our cate, not an attempt to "disguise" the destroyers, as press present "token" aid might end. dispatches suggested, but 8 possible shipping stringency. Mounting Economic Hardships in China Limited Campaign in India? Such a reemphasis of Chinese isolation would come at a difficult time for China. This would be notably true with In India, where the end of the monsoon season again brings respect to the Chinese economic position. Drought, spring the threat of Japanese action, observers believe the enemy is frosts, and locust plague have contributed to the develop- still capable of a limited offensive. With the probabilities ment of a severe famine in the province of Honan. Chekiang of a major new campaign in Siberia steadily dwindling, and and Kiangsi are suffering keenly from the looting and destrue- with an all-out campaign against India also unlikely, the tion of foodstuffs which accompanied the recent Japanese Japanese might find their most favorable opportunity in & campaign in those provinces, and difficulties of transporta- limited land campaign against Assam and Bengal. Such a tion have reduced the beneficial results of the good harvests campaign would be designed to impede still further our aid elsewhere in China. to China and possibly to gain a foothold for a later concerted Prices continue to spiral upwards. Heavy government war sea-and-land attack against India, should Allied defenses be expenditures, only partially covered by taxation, have been disrupted by internal disorder. met by the sale of bonds to official banks, which in turn use While there were evidences of some troop movements into the bonds as cover for the issue of paper currency. Difficul- Thailand during September, no large concentrations have ties of production have led to increasing scarcity of consumer been reported in Burma. Some reports have suggested small- goods. The index of prices has registered the results. Whole- scale Japanese movements northward from Akyab, but an sale prices, on the basis of an index of 100 for the first six overland offensive of any size in India is not yet in sight. months of 1937, rose to 1400 in June 1931; 2400 in December The Japanese in Burma recently have been active in the con- 1941; 4300 in April 1942; and 5930 by the beginning of September. 4 5 SECRET SECRET The cost of living is the chief topic of conversation in On the British side there is still no hint of compromise. Chungking. A bus ride of any distance in the city costa But the arrival of General Auchinleck in India has aroused $3 Chinese national currency (CNC$20 equals US$1) while a speculation to the effect that his appointment as either 20-minute rickshaw ride costs from CNC$15 to CNC$20. Rice Viceroy or Governor of Bombay is in the offing. The terms costs about CNC$300 a picul (110 pounds). Matches of of the incumbents of both these offices expire in April. local manufacture are CNC$1 a box, cheap paper is CNC$.10 Such an appointment might be meant as a friendly gesture a sheet, and local sugar CNC$25 a pound. During the part toward India on the part of the London government, which summer, which was one of the hottest in Chungking's history, considers that Auchinleck had a liberal record when he was ice sold at CNC$40 a 50-pound cake, Commander-in-Chief in India. New Delhi observers suggest, Imported goods are almost prohibitive in price. Coffee however, that General Wavell would object to the appoint- and cocoa are CNC$150 a pound; baking powder CNC$110 ment as Viceroy of an officer junior to himself, and that a pound. A pack of American cigarettes, if it can be found, hence the Governorship of Bombay is a more likely possibility. costs CNC$100. Chewing gum is CNC$15 a pack, while ice Meantime, one Indian member of the Viceroy's Council has cream (illegal by government decree) is bootlegged at predicted in confidence the further Indianization of that CNC$10 a dish. Such luxuries can be dispensed with, but body in the very near future. to low salaried American missionaries and relief workers it is a grim fact that evaporated milk is CNC$75 a can, and that & Encirclement in the Stalingrad Suburbs second-hand suit of Western-style clothes, in reasonably good condition, costs CNC$2,000. The crushing German attack on the Dzerzhinski Tractor Plant in the northern suburbs of Stalingrad has apparently The Mahasabha Turns to the United States outflanked the Soviet defenders of the Rykov factories just In India the official policy of repression, while producing to the south, and has given the Nazi attackers a northern anchor on the west bank of the Volga. In these newly-won a measure of outward calm, has as yet failed to eliminate positions the Germans will probably emplace artillery for popular discontent. Fabrication of bombs in the home is counter-battery against the Russian artillery across the river. apparently becoming a popular indoor sport, and reports tell Meanwhile, the attackers have captured the Barricades Muni- of the establishment of special classes in bomb-making at tions Factory in the Rykov district. The defenders still con- Bombay, and the planting of more than 20 bombs in one day trol the Red October Metallurgical Plant and the nearby in that city. Faced with this situation, the Hindu Mahasa- bha has appealed to President Roosevelt to intervene in the petroleum plant. But with the Germans again pressing the interests of Indian independence and the formation of a attack in the streets of the city proper, Stalingrad's chances of national government. The use of India as an Allied military continued resistance are apparently diminishing. In the Groznyi area, the German advance toward Darg- base, the Mahasabha warns, is no longer merely a domestic Kokh has evidently reached the Russian main line of resist- problem, and unless decisive action comes quickly, it may ance. On the shore of the Black Sea the threat against soon be too late for a friendly settlement between India and Britain. Tuapse from the east has grown, as the Germans have 6 7 SECRET SECRET The cost of living is the chief topic of conversation in On the British side there is still no hint of compromise. Chungking. A bus ride of any distance in the city costs But the arrival of General Auchinleck in India has aroused $3 Chinese national currency (CNC$20 equals US$1) while a speculation to the effect that his appointment as either 20-minute rickshaw ride costs from CNC$15 to CNC$20. Rice Viceroy or Governor of Bombay is in the offing. The terms costs about CNC$300 a picul (110 pounds). Matches of of the incumbents of both these offices expire in April. local manufacture are CNC$1 a box, cheap paper is CNC$.10 Such an appointment might be meant as a friendly gesture a sheet, and local sugar CNC$25 a pound. During the part toward India on the part of the London government, which summer, which was one of the hottest in Chungking's history, considers that Auchinleck had a liberal record when he was ice sold at CNC$40 a 50-pound cake. Commander-in-Chief in India. New Delhi observers suggest, Imported goods are almost prohibitive in price. Coffee however, that General Wavell would object to the appoint- and cocoa are CNC$150 a pound; baking powder CNC$110 ment as Viceroy of an officer junior to himself, and that a pound. A pack of American cigarettes, if it can be found, hence the Governorship of Bombay is a more likely possibility. costs CNC$100. Chewing gum is CNC$15 8 pack, while ice Meantime, one Indian member of the Viceroy's Council has cream (illegal by government decree) is bootlegged at predicted in confidence the further Indianization of that CNC$10 a dish. Such luxuries can be dispensed with, but body in the very near future. to low salaried American missionaries and relief workers it is a grim fact that evaporated milk is CNC$75 a can, and that & Encirclement in the Stalingrad Suburbs second-hand suit of Western-style clothes, in reasonably good condition, costs CNC$2,000. The crushing German attack on the Dzerzhinski Tractor Plant in the northern suburbs of Stalingrad has apparently The Mahasabha Turns to the United States outflanked the Soviet defenders of the Rykov factories just In India the official policy of repression, while producing to the south, and has given the Nazi attackers a northern a measure of outward calm, has as yet failed to eliminate anchor on the west bank of the Volga. In these newly-won popular discontent. Fabrication of bombs in the home is positions the Germans will probably emplace artillery for apparently becoming a popular indoor sport, and reports tell counter-battery against the Russian artillery across the river. of the establishment of special classes in bomb-making at Meanwhile, the attackers have captured the Barricades Muni- Bombay, and the planting of more than 20 bombs in one day tions Factory in the Rykov district. The defenders still con- in that city. Faced with this situation, the Hindu Mahass- trol the Red October Metallurgical Plant and the nearby bha has appealed to President Roosevelt to intervene in the petroleum plant. But with the Germans again pressing the interests of Indian independence and the formation of & attack in the streets of the city proper, Stalingrad's chances of national government. The use of India as an Allied military continued resistance are apparently diminishing. base, the Mahasabha warns, is no longer merely a domestic In the Groznyi area, the German advance toward Darg- problem, and unless decisive action comes quickly, it may Kokh has evidently reached the Russian main line of resist- ance. On the shore of the Black Sea the threat against soon be too late for a friendly settlement between India and Britain. Tuapse from the east has grown, as the Germans have 6 7 SECRET SECRET advanced to a point almost within artillery range of the port. The classic Soviet tactic of defense in depth, how- and to the military system established after the purge of ever, is apparently proving effective in the wooded hills 1937). In the view of an American observer, the insuring around Tuapse, which afford the Germans little scope for of unity of command was not the sole motive behind the extended maneuver. North of Tuapse the Nasi column present change. Stalin had apparently become convinced advancing villages. toward the port of Gelendzhik has taken two that officers of all ranks were loyal to him, and he had developed personal ties with the principal generals. More- Elsewhere on the front, rain and mud have paralyzed the over, the line officers themselves objected to the system- opposing armies. And with the continued resistance of evidently feeling that they had proved their loyalty on the Stalingrad, Helsinki observers are becoming less confident field of battle. Lack of confidence between officers and com- about predicting an attack on Leningrad this autumn. missars was, moreover, impairing morale at the very time The reported construction of fortified lines to the east of that the government was seeking to build it up in preparation Narva, Estonia, and along the Luga River across the Rus- for B, winter of difficulties. Finally, there was a lack of sian border may indicate that the Germans have abandoned officer material to replenish the ranks of both line officers and the idea of an assault and are making preparations for commissars; under the new system, many of the military another winter of siege. Reports further suggest that the commissars, after a short period of training, can become effective line officers. low. number of Nazi troops garrisoned in Estonia is still very The Second Front Again The End of the Military Commissars Agitation by the Soviet press and populace for a second The decree of October 9 abolishing the institution of front has not diminished during the past few weeks. The military commissars is not 80 sweeping a change as one chief notes still seem to be, first, that a second front is per- might at first suppose. A supplementary order of the Com- fectly feasible, in view of current German troop dispositions; missariat of Defense, coupled with editorials in the official second, that if Britain and the United States do not open a press, have made it clear that political influence in the Army second front this year they will be ignoring an implied prom- is not a thing of the past, but will now be in the hands of line ise. New themes have been added by one major-general, officers (probably former military commissars), who will serve who has attempted to explode the theory of victory through as second-in-command of the various Army units. air-power alone, and by the historian Eugene Tarlé, who has The chief objection to the previous system was apparently analyzed the miscalculations of British diplomacy in past the division of command that it entailed. For this reason, wars. At least one speaker has made capital out of Mr. during the Winter War with Finland, Stalin deprived the Willkie's statement that some people in Allied countries commissars of their military authority (subsequently, after might need to be "prodded" on the second front issue- the defeats of 1941, he revived this authority-apparently pointing out that Mr. Willkie was the personal representative doubting the loyalty of some of the Army officers to himself of President Roosevelt and the political representative of 22 million voters. 8 9 SECRET SECRET In analyzing the reasons behind this Government-spon- sored agitation, one observer has suggested that it repre- Aris Alarms Regarding Northwest Africa sents both an effort to put all possible pressure on Britain and Axis-controlled propaganda organs continue to voice their the United States, and an attempt to deal with the disap- alarm over a coming Anglo-Saxon descent on Northwest pointment of the Russian people, whom the Government had Africa, an attack which, it is alleged, will be coupled with a led to expect a second front this year. By placing the British offensive in Egypt in a grand effort to drive the Axis blame on the Anglo-Saxon countries, and by indicating that out of Africa. The collaborationists in Paris are reported Russia is doing all in its power to induce them to open & new to be urging the Germans to take over the defense of North front, the Soviet Government may hope to deflect popular Africa to forestall the Allies, and German officers on the irritation from itself. Furthermore, the Government is 4D- scene have frequently advised this step. Vichy, however, parently making an effort to acclimate the Red Army to the has as yet shown no sign of adopting such a program. idea that it can expect no substantial relief from the West French shipments to Dakar have increased markedly dur- until next spring at the earliest. ing October, but this may be only to compensate for previous lags in supply. Meanwhile, Vichy has been developing air- fields in the Dakar area. Rumors are circulating that Darlan Preparations in Egypt and units of the Toulon fleet may shortly move to North Events in Egypt continue to indicate Axis defensive Africa; but recent weeks have seen only very minor changes preparations in anticipation of a possible British attack. in the disposition of the French Navy. Press reports of If such an attack should develop, observers suggest that in major fleet movements are without foundation. its early stages it will probably be far less & war of movement than previous desert battles, because both ends of the battle Problems in Tunisia line are for the first time anchored to natural barriers. The Bey of Tunis is becoming increasingly restive under Moreover, both sides have organized defenses in some depth. French control, according to several reports from Tunisia. Infantry and artillery would play & major role in this period His immediate efforts are directed at the removal of Admiral of trench warfare, and the superior Allied supply situstion Esteva and at greater Arab participation in the government in ammunition would be a favorable factor. Axis strength of the Protectorate. An American observer believes the Bey, in medium tanks is now estimated at more than 500. who came to power only in June, is well liked by the popu- The continuing raids on Malta presumably have covered lace. He and his entourage are reported to be willing to shipments to Rommel and perhaps to Tripolitania. During cooperate with Vichy, but they may be driven toward the the first 6-day period of attack, small groups of JU-88's, Axís by the persistence of French authorities in their tradi- escorted by about 50 fighters, conducted a continuous tional colonial policy. For his own reasons, Laval would offensive against Malta that is estimated to have cost the also apparently like to see Esteva displaced, though feeling Axis 92 planes destroyed, 35 probably destroyed, and 109 that the latter's removal at this time might have the ap- damaged. Planes from Crete and North Africa were brought pearance of a concession to the Bey that would be detri- to Sicily to participate in these raids. mental to French prestige in the area. 10 11 SECRET SECRET At the same time French officials in Tunis have once again Indeed, Laval has shown no inclination to use force, and has expressed the fear that Mussolini is watching for any internal apparently convinced the Nazis that the prestige of the police plans. disorders in Tunisia which would favor his alleged invasion would be shattered if they should enter workers' homes to send the latter to the Reich. The Nazis are apparently not anxious to take upon themselves the onus of labor conscrip- Laval Cautious as the Labor Program Meets Resistance tion, even in the Occupied Zone. They seem willing to Laval's efforts to get French workers for the Nazis con- secure what workers Laval can get, and in the meantime keep tinue to meet serious obstacles, and it is quite evident that him in power under continual pressure, according to advices German demands will not be met, according to reliable from Vichy. Pétain has expressed the pious hope that the world will sympathize with the difficulties of his Government's advices from Vichy. Strong methods are producing minor results in the Occupied Zone, where the French Government position. is also resorting to heavy pressure to induce interned Spanish Economic Aspects of the Occupation of Madagascar refugees to work for the Reich. In Unoccupied France Laval British forces this week pushed slowly south of Ambositra has encountered a wave of slowdowns and strikes, spreading into southern Madagascar, enveloping a minor French from Lyon to almost a dozen other centers. Most of the stronghold. Still ahead of them are understood to lie about strikers have returned to work, but slowdowns persist. 3,000 French and native troops; the British, nevertheless, An example of Laval's difficulties is the report of a plant in have for some time enjoyed control of the important parts of the Lyon area in which 700 workers out of 4,000 were desig- the island. nated to go to Germany. Only 30 actually agreed to go. Allied occupation brings to an end the two-year blockade The rest were deprived of their jobs (the only sanction used of Madagascar. The simple native economy has not greatly to date in support of the September 4 decree). Unemploy- suffered during this period, but normal exportable surpluses ment is a serious threat, and the workers are now prohibited have decreased. Now the United Nations will have the op- from enlisting in the French armed services as an escape. portunity to replenish their low stocks of high-grade graphite The Communists, however, promptly pledge up many of those and mica, as well as to get small quantities of sisal, beeswax, thrown out of work, and seem to have enough money to and hides; and substantial quantities of foodstuffs should be support them. This development worries conservatives, obtainable for the use of our armies in Africa and the Near already irritated by the Communist "monopoly" on patriot- and Middle East. Increased production of these strategic ism. Some industrialists are, therefore, themselves reported materials for the United Nations can be obtained if fuel, to be supporting their patriotic unemployed. vehicles, machinery, and consumer goods are sent to Mada- Sensing (with characteristic accuracy) the depth of feeling gascar. aroused by this issue, Laval is acting with great caution. He is using police power to maintain order and minimise Cabinet Crisis in Iran sabotage; but he has taken no judicial action against the The wheat problem has precipitated an acute internal strikers, despite the "illegality" of strikes in Vichy France. situation in Iran, with the Cabinet reported as likely to resign. 12 13 SECRET SECRET Increasing discontent over financial issues and the treatment of Iran by the United Nations has been brought to a head by week to the verge of a diplomatic rupture, as both Costa the present failure of the British to meet Iranian demands Rica and the United States made last-minute efforts to for wheat, in the face of a shortage to which Allied con- mediate the dispute. The publication of an attack on Somoza in the government-controlled press of Guatemala City had sumption has largely contributed. The British apparently feel that supplies can be secured from the provinces and that brought an energetic protest from the victim. As the alter- wheat should be offered only on an exchange basis-to which cation developed, Somoza indicated his willingness to accept a token gesture of reproof against the author of the article; one-sided. the Irani object that "exchange" thus far has proved highly but Ubico remains adamant. Thus far, there is nothing to indicate that the controversy involves anything more than a personal and quite irresponsible feud between the two Chile Changes a Cabinet and Perhaps a Policy presidents. However, it has provided Axis agents and Following arduous and skillful maneuvering by Chilean sympathizers in Central America with a first-class opportunity prodemocratic elements and an exchange of cordial messages to increase hemispherical disunity. between the Presidents of the United States and Chile, the political struggle set in motion by Sumner Welles' Boston Góes Monteiro Departs speech has now developed its own momentum. As a result, On October 20, the Brazilian Government announced that former Foreign Minister Barros Jarpa has lost not only the General Pedro Aurelio de Góes Monteiro, Chief of Staff, has initial psychological advantage which he gained by exploiting been granted an indefinite leave of absence "because of poor wounded Chilean pride, but his position in the cabinet as health". Since Góes has actually been ill for some time, well. Without openly endorsing Mr. Welles' remarks and observers are inclined to accept the official explanation. But indeed explicitly rejecting their implied reflection on Chilean this scarcely lessens the significance of his departure: the honor, anti-Axis forces adopted the tactic of supporting General had been until recently leader of the pro-Nazi bloc in President Ríos and his decision to postpone his trip, but at the the Vargas administration. His retirement from the scene same time attacked Barros Jarpa as the chief obstacle to better should give no little encouragement to democratic forces relations with the United States. This pressure on Barros within Brazil. appears to be the immediate cause of the cabinet crisis which has now given Ríos his opportunity of changing foreign ministers and thereby taking a long step toward fulfilling Cuba Establishes Relations With Russia Chile's hemispherie obligations. Cuba and Russia, hitherto estranged, have now established diplomatic and commercial relations. Soviet assistance to Central American Contretemps the Loyalists in the Spanish civil war, and, more recently, the gallant defense of Russian armies against Hitler, developed A spat between Presidents Ubico of Guatemala and widespread Latin American sympathy for the U. S. S. R., Somoza of Nicaragua brought their respective countries this especially in countries with well-organized anti-fascist move- 14 15 SECRET SECRET ments. Recent statements by responsible political leaders in Uruguay and Mexico indicate that these countries may soon follow Cuba's example, and Colombia, according to its new APPENDIX I Foreign Minister, Turbay, will shortly exchange diplomatic THE SOUTHERN RUSSIAN FRONT: SEPTEMBER 1- representatives with the Soviet Union, implementing its OCTOBER 21, 1942 1935 agreement. The close of August 1942 brought with it a significant change on the Russian front. The Sovieta abandoned their tactics of withdrawal, which had permitted the Germans to advance at an average rate of 15 miles & day throughout July and (in the Caucasus) through mid-August. Since the beginning of September the Nazia have made no important territorial gains on the Eastern Front (see map), Soviet strategy has been consistent since the beginning of the war, and the campaign of 1942 has shown marked almilarities to that of 1941, In 1941, the Russians made decisive stands, first to the east of Smolensk, and then at Lenin- grad, Moscow, and Rostov. This summer the Red Army broke off ite retreat at Voronezh, Stalingrad, Groznyi, and Tuapse, For two months the Germans have been unable to capture any of these points, and the front is tending to become as "positional" as modern mechanized warfare will permit. In 1941, the Sovieta required five months' "withdrawal time" before they could contain the German bilta. In 1942 they needed only two months, Prolude to the Struggle for Stalingrad On July 29, 1942, mobile German forces arrived in the vicinity of Kletskaya, 80 miles northwest of Stalingrad, after driving eastward for almost A month. About the same time, German troops reached the west bank of the Don near Kalach, 50 miles due west of Stalingrad. One week earlier, the Wehrmacht had driven to Tsimlyanskaya, on the Don River midway between Rostov and Stalin- grad, established n bridgehead in the face of stiff opposition, and struck south into the Caucasus. Despite continued Soviet air and ground attacks on the haetily constructed German pontoon bridges, the Nazio widened their bridgebend near Telmlyanskaya. Fresh reserves turned toward the east and managed by August 5 to reach Kotelnikovo, 95 miles southwest of Stalingrad on the Stalingrad- Tikhoretak Railroad. The stage appeared net for a conventional pincer movement with the points at Kletakaya and Kotelnikovo, perhaps buttressed by & German drive due east from Kalach. At this point, however, although beavy front-line clashes continued, the German forward advance stalled. The necessity of converting the Likhaya- Stalingrad Railroad as far as it had been esptured, of amassing supply reserves, and of bringing up fresh forces probably all played a part in the delay, The Stalingrad front did not change appreciably until August 21. Then the Rus- sians acknowledged that German tanks had forced a break in their lines at Kotelnikovo, and by August 25 the Germans were 25 miles southwest of Stalin- grad. Northwest of the city, German tank and troop crossings of the Don near Kletskaya began on August 20, and on August 25 the Russians admitted German successes in the Don-Volgs corridor. August 25 is generally accepted AS the date the direct push on Stalingrad began. By the end of August the II Based so 6 memorandum prepared in the Research and Analysis Branch of the Officest Strategic Services. 16 17 SECRET SECRET full pincers while had the closed Germans to Kachalino and Abganerovo at least. Then came as the final blow. gathered strength for what they had probably placed another probably owing both to A lack of reserves and to stronger Russian resistance. During September the Germans made no concrete gains. With the beginning of The Battle of Stalingrad. October, however, they began to exert stronger pressure along the railroad loop east and south from Prokhladnaya. The Germans claimed to have stormed hood the of defenders, the Germans struck in a frontal attack from the encirele This Soviet blow came on September 7 when, abandoning their attempts to Elkhotovo on October 3, and Malgobek, about 20 miles south of Mosdok, on October 7. The Malgobek claim has been specifically denied by the Russians. Kalach. German attacks from three sides followed In rapid neighbor. The indecisive nature of the fighting in this area suggests that any concrete of through the September 15. Then began the unparalleled house-by-house succession German gains probably must await & decision at Stalingrad. The Russians, as German forces finally drove into the city's outlying tactical details of the Stalingrad struggle since mid-September streets do Air Losses increased streets and even in houses. During the first few days in October, literally merit in extended discussion. Gains and losses of either side were measured tol The following tables summarize the official communiqué figures on air losses of both sides from late August to the present: from the neighborhood of Kletskaya and Kaehalino, In an effort to drive striking In Russian divisions from Western Siberia joined the defenders, perhaps Tm Russian pressure began to make itself felt north of the city, howere, A. RUSSIAN REPORTS itaelf. Germans' exposed left flank and trap the Axis forces fighting within Stalingred the Work ended German losses Russiso losses claimed admitted had changed its tactica. The doggedness of Russian resistance and On October 9 the Berlin radio announced that the German High Command Sept. 6 460 250 Sept. 13 415 281 German casualties (Moscow claimed the latter had reached 200,000 mounting killed) Sept. 20 310 205 compelled the utilization of heavy artillery and dive-bomber barrages to redux Sept. 27 206 156 the city before German infantry could take possession. The threat on Stalingrad's Oct. 4 257 137 north flank remained strong, and may well have been one reason for this Germac Oct. 11 123 78 Oct. 18 130 49 move, October 11 marked the first lull at Stalingrad In 48 days. Four days later, however, the Germans resumed the attack, with two infantry divisions and 100 tanks driving at the northern suburbe of the city. B. GERMAN REPORTS Meantime, at Voronesh, the Russians maintained the initiative against the northern anchor of the German offensive, This threat of a major action may have prevented the Germans from shifting forces of significant nise to the Stalin- Period German Interes Russian admitted slaimed grad area. Aug. 25-Sept. 4 49 1, 062 The Caucasus Sept. 6-7 5 168 Sept. 9 4 137 By September 1 the German forces which had passed through Rostov on July 24 Sept. 10 8 128 had captured Tomruk and Kraenodar in the western portion of the North Cas- Sept. 12-14 23 227 casus, had occupled most of the oil fielda of Maikop, and were advancing toward Sept. 15-28 77 990 Sept. 29-Oct. 9 36 459 Novorossiisk and Tumpse. To the east, fighting had reached the vicinity of Mozdok. In this sector the Russians had halted their withdrawal about the middle of August, and German progress became slower and costlier. The battle C. AIRPLANE LOSSES FOR THE MONTH OF SEPTEMBER 3 for Stalingrad, at the same time, did not permit the invaders to strengthen their Caucasian armies, Russian German On September 1, the Germans captured the small Black Sea port of Anspa. Mopping up the Taman Peninsula, opposite Kerch, the Nazis entered Tamanakaya German claims Russians German Russian claims on September 5. By September 6 the Germans had reached Novorcesllak. but admissions admissions were unable to capture this important Black Sea port and naval base until the twelfth. Fighting in this area has continued on a moderate level aloce mid- 2, 134 915 1,435 141 September, but the Germans have made no further substantial progress. The eastern prong of the Caucasus drive has likewise made little headway, I Occasional German reports furnish no data for Beptember a, #, 11. I White Decemary, linear interpolation was used. 18 19 SECRET during the first two weeks of September-including the first week of the mailt Both sides agree that this summer's air conflict reached Its penk of intensity on Stalingrad. Press reports of 1,000 German planes attacking Stalingrad check with available information on Nazi air dispositions and with the Russian estimate of 1,500 sorties on certain days. The Germans sustained activity at a high level for a period of three weeks, after which they reduced their scale of air combat; the Russian figures for the past week are, in fact, the lowest since mid-April, It is possible that this reduction stemmed from & decision to shift planes held in reserve near Stalingrad to other parts of the front, as, for example, Leningrad. Yet in view of the Germans' apparent resolve to take Stalingrad at all costa, such & supposition seems unlikely. One can reasonably conclude that heavy losses and & lack of adequate replacements on the part of the Germans have been the chief reason for the recent decline in air activity. APPENDIX II GREEK FOOD OUTLOOK FOR 1942-43 Last winter the Greek food situation was the most critical in all Europe. Today, conditions are slightly less ghastly-not because there has been any basic improvement, but because since last April the Greeks have been receiving monthly shipments of wheat from Canada. Although the goal is 15,000 tons monthly, shipments have probably not been up to that level. However, the fate of the Greek people during the coming winter seems almost wholly dependent on the continuance of such shipments, which, although meager, spell the difference between life and death for the million inhabitants of the Athens-Piracus region. It is in this urban area that suffering has been most intense. The self-suppliers in the provinces have fared badly, but in general have managed to ward of actual starvation. Conditions, 1041-42 In the Athens-Piracus region last winter, death from starvation became very common. The toll was heaviest among the homeless war refugees, many of whom, weakened by undernourishment, succumbed to the cold. After & bitter night, garbage trucks would gather up the stiff bodies from doorways and the recesses of buildings, along with the refuse, for burial in mass graves. Among the regular inhabitants the suffering was less spectacular, but little easier to bear. In the popular quarters, about half the familes had one or more of their members in bed. suffering from physical weakness and sometimes mental deterioration, due to undernourishment. Among all classes were (and doubtless still are) found cede- matie swellings, which begin at the extremities and gradually consume the entire body. The simplest cure for these swellings is a small quantity of olive oil and lemon juice; but olive oil, like all other fatty food, is unavailable in the urban areas. I Based on & memorandum prepared by the Economics Division of the Office of Strategie Services. 20 & OF SEA OF AZOV CASPIAN SEA Elslyer TURKE SOUTH RUSSIAN FRONT SEPTEMBER 1 OCTOBER 21 Line of September 1 - Line of October 21 Area taken by Germone September 1 October 21 Area of German Machanized - RAILROADS STRATEGIC HIGHWAYS Double Track OR FIELD Single Trock PIPE LINE Milles R A N so - 10 46 - No. 125b Other 11, THE - - all SECRET Rations When one considers the meager rations on which the Greeks in this area have been largely dependent, the record of mass starvation is not surprising. The only food which the Greek Government has even attempted to distribute regularly is bread. Normally, average bread consumption amounted to 160 kilograma a year (about 438 grams daily), supplemented by 90-100 kilograms of other foods- chiefly potatoes, meat, olive oil, and dried vegetables. Until May, 1941, the Government managed to distribute a daily ration of 320 grams of bread. From that time on, until December, the ration steadily decreased, and at times ceased altogether. In mid-December the ration was 150 grams daily-about one-third of pre-war consumption. Moreover, the quality of the bread had deteriorated seriously, and consisted of 60 percent corn flour to 40 percent wheat flour. In January, rations were reduced to 128 grams, and were made entirely from corn flour. After that, distribution ceased altogether for several weeks. During the summer and early fall of 1941 there were a few small distributions of other foods, such as mest, rice, sugar, and olives. In November, 300 grams of dried vegetables per person, from the International Red Cross Committee, were disbursed. In December, 80 grams of olive ofl-the first in eight months-and 600 grams of sugar-the first in six months-were distributed. Food from Other Sources Besides the government's distributions, some non-rationed foods were available and some rationed foods could be obtained on the black market during the summer of 1941. There were enough of these in the Athens-Piracus area to enable the average person to est fairly well-at prices five times higher than before the war. Since last autumn, however, difficulties of communication and exhaustion of reserves have about dried up these sources of supply. Communal Feeding During the winter months, communal feeding became increasingly important. Soup kitchens for the people were operated in most urban areas, both before and during the war. After the war, when famished and homeless refugees began to flood the cities, an effort was made to extend these facilities. Most of the food- stuffs which it was possible to centralize were set aside for these canteens. But they by no means met the need. By the summer of 1942, some half a million persons were being served-not always & meal each day, but in some cases a meal every second day. The rations were small, of poor quality, and without any trace of fat. But even operations on such a scale would have been impossible without the shipments from the International Red Cross Committee, which sent in dried vegetables, chiefly from Turkey. Reasons for Food Crisis In order to judge whether, in the coming winter, the food situation will show any improvement, one must understand the reasons for the current shortages. The very grave situation in 1941-42 resulted chiefly from: 1. complete cessation of commercial imports after the armistice; 2. greatly reduced domestic supplies; 3. the breakdown of the distributive system within Greece itself. 21 SECRET SECRET Even in peacetime the Greek people were less well pourished than those of many other nations. Only 15 percent of the land was miltivated, and the na- present, the only agreement in operation appears to be the one made through the tion depended on importe for nearly half Its foud supply. Greece was milf. International Red Cross Committee, for Canadian wheat; but Argentina has anflicient only in fruits, fresh vegetables, wine, and olive oil. also promised to send some. If 15,000 tons were distributed monthly in the Comation of importe, then, bad very serious results for the Greek people, Athens-Piraeus area, It would provide a bread ration of 450-500 grame dally-or Before the Red Cross arranged regular shipmonte from Canada in the late winter, about the pre-war average bread consumption. It would, bowever, constitute no systematic provision was made for any food to be received from overwase. virtually the entire diet of these people, with the exception of the meals served in Germany and Italy apparently each sent small quantities. Berbia also may have soup kitchens. The continnance of these soup kitchen meals in at present not assured. Where sent some. But total Axis shipments very probably were not more than Isun sufficient to furnish 4 to 4% ounces of bread daily to the million inhabitants of the the pens and beans to provide them are to come from is still unsettled. Last winter, most of them came from Turkey; but available stocks there are now Athens-Piraeus region. Such Axis shipments as were made cannot be considered net additions to Grocoe's exhausted, and blockade authorities refuse to admit them from other Middle- Esetero enuntries. Recently, the Greeks proposed substituting 2,000 tons of food supplies. Although the Italian army of occupation has been supplied from dried vegetables for 2,000 tons of the whent from Canada. In September the Italy, the German forces are living off the country. Moreover, the relief to the Greek Legation asked for 2,000 tons of dried vegetables and besne 6 month from food altuation expected in the summer of 1942 88 a result of seasonal vegetable and Lend-Lease. But, 80 for as is known, no definite arrangement has yet been made, fruit crops was lessened by the presence in Greece of a large number of German If Greece received regularly the supplies asked for, the 1942-48 winter would civilians, and by shipments to Rommel's army in Africa. be somewhat better than 1941-42, especially if the Germans made some provision At the same time, domestic production in 1941 was curtailed by an much M for the Greeks to obtain control of olive oil supplies. With bread, dried vego- one-third to one-half of the pre-war period. Perhaps the greatest blow to Circuse tables, and olive oil, most of the population should be able to survive, At present, was the cession to Bulgaria of eastern Macedonia and western Thrace, areas of however, there is no certainty that even the Canadian wheat shipments will be highest yields. These lands, in fact, had constituted Greece's granaries. They continued-chiefly because their eontinuance depends on transportation in had also accounted for over one-fourth of Greece's livestock. Even on the Greek neutral Swedish vessels. If Sweden enters the war, the program will collapae- territories remaining, crop yields fell very low, due to shortages of labor, draft at least temporarily-until some other arrangement can be made. There is, in animals, power, and fertiliser. any event, no cause for optimism concerning the coming winter in Greece. Even if domestic production had been considerably greater, the food situation in the Athens-Pirseus area would not have been markedly different, because the distributive system broke down almost completely. This breakdown was due partly to lack of transportation facilities, which had been drastically reduced by army requisitioning of vehicles and by the fuel shortage. APPENDIX III After the armistice, the Government was left with very low reserves; and all its measures to proeure foodstuffs from producere-particularly cereals, oil, ROUTES AND TERRAIN ON THE BURMA-INDIA BORDER' dried vegetables, potatoes, and fruit-have failed completely. It is believed that the Athens Government acquired virtually none of the 1941 harvest, and them At à time when the Japanese may be very reluctant to undertako a full-scale appears to be small prospect of ita faring any better with the 1942 crop. Of the attack on India, they might well soon envisage a campaign of limited liability, breadgrain harvest, now estimated to be about 300,000 tone, the government bes calling for the occupation of the upper Brahmaputra Valley, with the objectives requisitioned barely 35,000 tone. Such a quantity would be sufficient for only of cutting the India-China air route, capturing India's main domentic source of 4 ounces of bread per person daily if the distribution were confined to the million oil, and establishing A "jumping-off place" for & possible wider drive to the weet inhabitante of the Athens-Piraous region. Spread over all the non-producers la and south. Japanese occupation of northern Assam would almost double the Greene, the daily ration would be Infinitesimal. length of the air route between India and China and would 80 reduce pay-loads It seems doubtful, however, whether the Government will be able to collert and increase vulnerability as practically to eliminate even the token value of the even this small requisition from the Greek pessants. The Government has also reute, requisitioned the entire 1942 olive erop, estimated at about 100,000 tons. But Analysis of the terrain of the India-Burma borderland indicates not only that lack of transportation, as well BS pessant resistance, is reported to be hampering such a limited attack would be fessible from the viewpolnt of supply routes, but lta movement, and the Germans shem to have made no attempt to remedy this that once having seized this sector the Japanese would be hard to dislodge (see situation. accompanying map). The most probable route for such a "limited offensive" runs from Ye-U in Outlook for 1040-45 Burma to Manipur Road in Assam. This line, supplemented by the use of The fate of the people in the Athens-Piracus region during the coming winter, therefore, seems to depend chiefly on what can be acquired from overseas. At Baned un . memorandam prepared by the Geography Division of the Office of Strategio Services. 22 23 SECRET SECRET water routes for the first 100 miles in the only one in this region which possemes The Main Route real military utility, and would apparently suffice to carry the volume of matériel Starting from the Burma State Railway, the Ye-U-Manipur Road route la necessary for an expedition of this scope, passable in fair weather M far as Palel, across the border, and at all seasons from Possibilities of Attack and Defense Palel to Manipur Road-which is on the Bengal-Aesam Railway. Its total length la 386 miles. Once at Manipur Road, the Japanese would encounter no significant natural The auxiliary water route, using the Chindwin River to Kalewa and Sittang, obstacles to seising the oil fields and refineries at Digboi. To take Sadiya-the is of great significance, since it would enable the Japanese to transport heavy key landing area on the India-China air route-they would have to cross the equipment to the base of the main mountain range without overerowding the Brahmaputra by forry or pontoon bridge, not a particularly difficult feat, since roads. In fact, if the Japanese do plan an attack here this fall, they will un- the river here LA relatively narrow and in reported to have comparatively little doubtedly already have shipped this matériel as far as Kalowa, since, during the swampy land along its margins. Furthermore, in their advance into Assain, dry season just beginning, the freight capacity of the river dwindles from 20,000 the Japanese would have greatly weakened the defenders in the upper Valley toma a month to 3,000. by capturing their supply routes: the Brahmaputra, the all-weather road south A rough estimate of the volume of traffic which the road from Ye-U to Manipur of It, and the Assam-Bengal Railway. Since Allied communications along the Road can handle was obtained in the civilian evacuation of Burma last spring, northern side of the river would be extremely tenuous, due to the dense tropies when a espacity of 160 motor busines & day was reached, Subsequently, the forest, the turbulent Himalayan streams, and the virtual absence of trails, the section of the road still held by the United Nations was improved, and it can be Japanese Invaders would have a strong strategical advantage. assumed that the Japanese have worked on the parts which they control. The Attempts by United Nations forces to oust the Japanese from the valley would road, therefore, should be capable of accommodating moderate troop movements. encounter tremendous natural obstacles If the enemy should succeed in pushing Whether the section from Ye-U to Kalewa could carry the heavy equipment and our covering forces from the Garo, Khasi, and Jaintia hills. On the south face of the supplies required for a more ambitious Invasion of India proper is very dublous. these Assam hills in a steep, rugged escarpment, 4,000 feet high in places and covered with an extremely dense tropical forest. The rainfall here is very beavy Section by Section (424 inches annually at Cherrapunji compared, say, to approximately 40 inche Ae of June, 1942, the condition of this road WAS reported to be as follows: At Washington). Only two routes traverse the hills from south to north-the 1. From Ye-U on the Burma State Railway to Kaduna, about 20 miles north, road from Gauhati to Sylhet and the railway from Lumding to Silchar. Both the road was passable by motortruck all year. these routes could be effectively blocked at the southern escarpment where the 2. From Kaduna 67 miles west to Kalewa on the Chindwin River the route railroad passes through els vulnerable tunnels. Once established In this range, was a rough track under construction but passable during the dry season. the Japanese should feel relatively secure in their grip ou northern Assam. 3. From Kalowa to Tamu, 101 miles north, the road was under construction through level to rolling country with dense jungle. Most rivers were fordable Barriers of Weather and Terrain during the dry weather, but ferries were needed at some points, and bamboo One reason why Japan has not pushed this overland assault before now has been bridges required reinforcement. The last 18 miles were metalled but so narrow the weather over the Bengal-Assam area. During the rainy sesson all land and winding that speeda in excess of 10 miles per hour were impractiesble. approaches to the Brahmaputra région from Burma are impassable to wheeled 4. From Tamu to Palel (35 miles northwest) the road climba 4,500 feet to the traffic; only pach animals and troops on foot can negotiate the roads, and the chest of a mountain range, then descenda 2,500 feet to Palel at the edge of the only with difficulty. In the mountains torrential rains destroy the light bamboi valley in which Imphal is located. This section was dangerous at all times and bridges, make crossing by raft. or boat exceedingly dangerous, and cause tandalides became impassable during the rains. Where the road out through shale and rubble, along the trails. Moreover, clothes tend to rot from constant wetting; weapons serious landalides were expected during the wet weather. At the north end of rust quickly; tropical diseases take their seasonal toll. this section, the road descends steeply to Palel. The monsoon, however, le now lifting. and the roads and trails of this district, 5. From Palel to Manipur Road, 163 miles north, the route in metalled and such BA they are, will soon be usable, If the Japanese push is to occur, it can open in all weather, Relatively level to a point about 20 miles north of Imphal, begin at any time now, the road then enters the Naga Hills, becoming narrow and winding. One-way The area which the attack would traverse is sparacly populated. The valley traffie operates on schedule to permit passing at a point 67 miles south of Manipur of the Chindwin River makes up the eastern section. In the west an unbroken Road. The highest elevation is 6,000 feet. line of mountains extenda southward from the Himalayas. These ranges are Good defensive positions on the route are located in the section between Tamit narrow and at several places may be crossed at an altitude of about 6,000 feet. and Palel and along the narrow mountain road between Imphal and Manipur However, their steep alopes, constricted valleys, heavy rainfall, and inadequate Road. There is some possibility that either defenders or invaders might utilize A route leading from Imphal approximately 85 miles west to Silchar, which is on roads have previously proved a formidable block to invaders. the railroad and the navigable part of the Surma River. This route, which 24 25 SECRET includes 55 miles of pack trail, climbe 2,500 feet over the mountains, and thes descends 4,000 feet to the Surma Valley. It affords excellent defensive positions but introduces serious transportation problems for all but light troops. Alternative Routes In general, routes from Burma to India lying north and east of the Ye-U. Manipur Road decrease in military significance as one goes northward. (a) The southernmost route, which starts from Kawlin on the Burms State Railway, has been generally used by pack animals and pedestrians, and the 36-mile section from Sittaung to Tamu (described as a graded elephant path) might be improved as a supply route from the Chindwin River. (b) Part of the next route north might be used as & link between the Chindwis at Homalin and the town of Imphal. As the distance in this case is 75 miles over foot trail, it appears probable that this route would be used only by light troops seeking to eut off defenders fighting farther south. (c) Another trail from Tamanthi, head of wet-season navigation on the Chiss win, to Kohima north of Imphal, joins the road at a critical point but is too leas and difficult to be important (157 miles, half pack-trail, half foot-path). (d) The next trail to the north leads from Mogaung 280 miles to Ledo, In the dry sesson, motor trucks and bicycles use this route for about 75 miles to Maingkwan, and carts can travel to Shingbwiyang, 30 miles farther. North of this point the route becomes an extremely precipitous trail through the moun- tains to an improved stretch of about 25 miles near Ledo. This route might be made passable for vehicle traffic and one "jeep" is said to have traversed the entire length during the dry season. However, unless improved since June, 1942, it should be considered only & potential route for light troops attempting & diver- ing attack on the defenders' rear. (e) The northernmost route from Myitkyina through Monyak to Ledo is long (393 miles) and is too difficult for any extensive military use, Large parts are passable only on foot and a preliminary survey indicated that improvement for military traffic was impracticable. 26 v.s. GOVERNMENT PRINTING OFFICE 1942 CONFIDENTIAL 8 N - 94 96 90 Sodiya R Officer Ladi within Branmapulic Coolpers MM Ohubri Rangeve Nonizer 26 - Shiftego Kanima a Gonger Mogoung Sylbat R & Silengt Homalin Hispital Surma 24 Poungbying firmings Keles Docco, INVOICE 24 Rowlin Chandpur Kolawa CALCUTTA 0.0 o Rodund Nookholl Chilteg Monywe es INDIA-BURMA BORDERLAND ROADS RAILROADS ALL WEATHER Pokoka WIDE GAUGE (5'6") TAIR WEATHER NARROW GAUGE (IM) PROPOSED PROPOSED NARROW PACK TRAIL Maishing HEAD OF NAVISATION FOOT PATH PROPOSED AIRLINES o to 8 Akyoh MILES Minho 92 94 96 I - . 101 OCTOBER N, 1942 DRAWN - THE CEOGRAPHY DIVISION, ... 4. 135 October 23, 1942 MEMORANDUM Because of the decrease in mail receipts this week, and the fact that no new subjects were discussed by correspondence, the weekly mail report will be omitted. Statistics on the current week, together with quotations from some noteworthy letters, will be combined with those of the forthcoming week in the abstract dated October 30. Regraded Unclassified 136 TREASURY DEPARTMENT OFFICE OF THE SECRETARY October 23. 1942 CONFIDENTIAL Received this date from the Federal Reserve Bank of New York, for the confidential informa- tion of the Secretary of the Treasury, compila- tion for the week ended October 14, 1942, showing dollar disbursements out of the British Empire and French accounts at the Federal Reserve Bank of New York and the means by which these expenditures were financed. (Init) E. m. B. imc:10/26/42 Regraded Unclassified C 137 0 P Y FEDERAL RESERVE BANK OF NEW YORK October 22, 1942 CONFIDENTIAL Dear Mr. Secretary: Attention: Mr. H. D. White I am enclosing our compilation for the week ended October 14, 1942, showing dollar disbursements out of the British Empire and French Accounts at this bank and the means by which these expenditures were financed. Faithfully yours, /3/ L. W. Knoke L. W. Knoke, Vice Presi dent. The Honorable Henry Morgenthau, Jr., Secretary of the Treasury, Washington, D. C. Enclosures Copy:ima:10/26/42 Regraded Unclassified deter - (In Millions of Dollars) Strictly Week Ended October 14, 1962 Conf idential BANK OF ENGLAND (BRITISH COVERNMENT) BANK OF FRANCE DEBITS CREDITS DEBITS Proceeds of CREDITS Net Incr. Gov't Sales of (+) or Gov't Net Incr. Proceeds Total Expendi- Other Total Securities Other Decr. (-) Total Expendi- Other (+) or Total PERIOD of Gold Other Debits tures(a) Debits Credits Gold (meial)(b) Credits(c) in $ Funds(s) Debits tures (e) Decr. (-) Debits Credits First year of ware Sales 1,793.2 605.6 1,187.6 Credits 1,828.2 1,356.1 52.0 420.1 + 35.0 866.3(f) 416.6(f) in 8. Funds (d) 449.7 War period through 1,095,3(f) 900.2 195.1(1) +229.0 December, 1940 2,792.3 1,425.6 1,356.7 2,793.1 2,109.5 108.0 575.6 + 10.8 878.3 421.4 456.9 1,098.4 900.2 198.2 Second year of war**2,203.0 +220.1 1,792.2 410.8 2,189.8 1,193.7 274.0 722,1 - 13,2 38,9 4,8 Third year of *******1,235.6 26.1 8,8 - 8.8 904.8 330.8 1,361.5 21.8 - 30.1 5.5 1,334.2 +125.9 18.5 - 1942 18.5 4-4 - 4.4 - 14.1 Sept. 3 - Sept. 30 56.1 37.1 19,0 81.6 - 0.5 81.1 + 25,5 10.1 - 10.1 Oct. 1- Oct, 28 0.4 - 0,4 - 9.7 Oct. 29 - Dec. 2 Dec. 3- Dec. 30 / NEEK ENDED: Sept. 23 11.8 7.2 4.6 11.1 - - 11.1 - 0.7 - - - 3 - 30 12.3 7.9 6.6 21.0 - - 21.0 Val + + 8.7 0.1 10.1 - 10.1 (1.) I Oct, 7 21.6 15.3 6.3 14.6 - I 14.6 - - 7.0 - - - n.l 14 6.3 3.8 2.5 14.6 14.6(f) et .1 - - + -8.3 + 0.1 - I - 0.1 . + Average Weekly Expenditures Since Outbreak of War Transfers from British Purchasing Commission to France (through June 19, 1940) $19.6 million Bank of Canada for French Account England (through June 19, 1940) 27.6 million Week ended October 14, 1942 - England (since June 19, 1940) 34.3 million Cumulation from July 6, 19 million *For monthly breakdown see tabulationsprior to April 23, 1941 162.7 million 407or sonthly breakiom ⑉ tabulations prior to October 8, 1941. ***for monthly breakdown - tabulations prior to October 14, 1942. (See attached shoet for other footnotes) Regraded Unclassified (a) Includes payments for account of British Purchasing Commission, British Air Ministry, British Supply Board, Ministry of Supply Timber Control, and Ministry of Shipping. (b) Estimated figures based on transfers from the New York Agency of the Bank of Montreal, which apparently represent the proceeds of official British sales of American securi ties, including those effected through direct negotiation. In addition to the official selling, substantial liquidation of securities for private British account occurred, particularly during the early months of the war, although the receipt of the proceeds at this Bank cannot be identified with any accuracy. According to data supplied by the British Treasury and released by Secretary Morgenthau, total official and private British liquidation of our securities through December, 1940 amounted to $334 million. (c) Includes about $85 million received during October, 1939 from the accounts of British authorized banks with New York banks, presumably reflecting the requisitioning of private dollar balances. Other large transfers from such accounts since October, 1939 receipts. apparently represent the acquisition of proceeds of exports from the sterling area and other currently accruing dollar (d) Reflacts changes in all dollar holdings payable on demand or maturing in one year. (e) Includes payments for account of French Air Commission and French Purchasing Commission. (f) Adjusted to eliminate the effect of $20 million paid out on June 26, 1940 and returned the following day. (g) Includes: $4.9 million received from Defense Supplies Corporation in connection with the purchase of $4.5 million deposited by British Ministry of Supply; $1.0 million to be held for credit of U. S. Army. Regraded Unclassified AMLYSIS OF CANADIAN AND AUSTRALIAN ACCOUNTS (In Millions of Dollars) Strictly Week Ended October 14, 1942 Confidential BANK OF CANADA (and Canadian Government) DEBITS CHEDITS COMMONW The BANK OF AUSTRALIA (and Australian Government) DEBITS CREDITS Transfers to Proceeds Transfers from Official Transfers of British A/C Net Incr. to Proceeds Official (+) or Official Net Indr, of Total British Other Total Gold For Own (+) or For French Other Decr. (-) Total British Other Total Gold Other PERIOD Debite A/C Debite Credits Sales A/C A/C Credits in $ Pendit Debits A/C Decr, (-) Debite Credits Sales Credits in Runde(s) First year of sare 323.0 16,6 306.4 504.7 412.7 20,9 38.7 32.4 + 181.7 31.2 3.9 27.3 36.1 30,0 6.1 + 4.9 Nar period through December, 1940 477.2 16,6 460.6 707.4 534.8 20.9 110.7 41.0 + 230.2 57.9 14.5 43.4 62,4 50.1 12.3 + 4.5 Second year of 1 460.4 - 160.4 462.0 246.2 3.4 123.9 88.5 + 1.6 72,2 16,7 55.5 81,2 62,9 18,3 - 9.0 indire year of wares* 525.8 0.3 525.5 566.3 198.6 7.7 - 360.0 + 40.5 107.2 57.4 49.8 112.2 17,2 95.0 - 5.0 1942 Sept, 3- Sept. 30 46.3 - 46.3 53.6 13,2 - - 40.4 + 7.3 28,0 20.5 7.5 18,1 - 18.1 - 9.9 Oct, 1- Oct. 28 Oct. 29 Dec. 2 Dec. 3 3- Doc. 30 WEEK ENTED + Sept. 23 9.3 - 9.3 9.8 3.6 - - 6.2 + B.S 0.7 - 0.7 0.5 - 0.5 - VAR 30 17.0 17.0 20.0 4.5 - - 15.4 - 3.0 13.0 10.5 2.5 - - 14.5 14.5 - 1.5 Oct. 7 8.2 I 8.2 11.0 3.0 I M 8.0 + 2.9 0.6 - 0.5 1.9 - 1.0 - 1.3 14 20.1(a 20.1 16,6(a) 9.8 - - E.8(b) - - 3.5 0.8 - 0,8 10.7(c) 1 10.7 + 9.9 Weekly Average of Total Debite Since Outbreak of War Through October 14, 19/2 $ 8.4 million *For monthly breakdown see tabulations prior to April 23, 1941. otfer monthly breakdown see tabulations prior to October 8, 1941. ***For monthly breakdown noe tabulations prior to October 14, 1942. (a)Reflects changes in all dollar holdings payable on demand or maturing in one year. (b)Does not reflect U. S. Treasury bill transactions. (e)Includes 62.7 million representing proceeds of 11. S. Government checks deposited by War Supplies, Ltd. (d)Includes $10.0 -illion to be held for credit of 11. S. Armv. Regraded Unclassified 141 NOT TO BE RE-TRANSMITTED COPY NO. 13 BRITISH MOST SECRET U.S. SECRET OPTEL No. 367 EGYPT. Eighth Army offensive started at ten p.m. 23rd according to plan after 20 minutes intensive artillery bombardment by 800 guns. Northern Sector. By three thirty a.m. 24th our troops had captured their first objective and by five thirty a.m. succeeded in the main in reaching their final objectives. By six twenty a.m. a Dortion of our armoured formations with one brigade of Second New Zenland Division were starting to pass through the gaps in the enemy minefields created by our initial advance. At ten e.m. Ninth Australian Division, First South African Division and 51st Highland Division of Thirtieth Corps had reached points three and hulf miles west of TEL KL LISA and one mile south east of DEIR EL DHIB. Central Sector. Fourth Indian Division of RUWEISAT RIDGE raided as far as one mile south east of DEIR EL SHEIN. Southern Sector. By five twenty-five a.m. 24th our advenced elements had reached three miles west of QARET EL HIMEIMAT but later were heavily counter attacked by tanks and forced to withdraw. Our troops in this sector were delayed by machino guns and anti-tank guns in the foremost enemy minefield and had some difficulty in clearing the second minefield. Regraded Unclassified 142 NOT TO BE RE-TRANSMITTED COPY NO. BRITISH MOST SECRET U.S.SECRET OPTEL NO. 365 Information received up to 7 a.m. 23rd October. 1. NAVAL. A Fighting French sloop developed a serious fire from unknown cause and is being towed to Capetown. 2. MILITARY. RUSSIA. Little more than local activity on the whole front north of Stalingrad apart from several Russian attempts to cross to the western bank of the Don. Weather conditions are deteriorating. At Stalingrad the Russians continue to attack the German northern flank while they appear to have slowed down German progress in the factory area. Little German advance in the western Caucasus where weather con- ditions are impeding operations. 3. AIR OPERATIONS. WESTERN FRONT. 22nd. 9 Tellingtons taking advantage of cloud conditions bombed Essen and 4*attacked Lingen from a low level, all returned safely. 44 Spitfires and Mustangs made low level attacks on shipping and minor military objectives in the low countries and northern France. One Spitfire is missing. 22nd/23rd. 124 bombers were despetched-- Genoa 112 Lancasters, sea-mining 12 Stirling. All aircraft returned safely. 100 attacked Genoa in perfect weather and bright moonlight, operation considered most successful with large concentrations of fires at the aiming point. Three very large fires seen in the docks area. GIBRALTAR. On the evening of the 20th and =1st, a total of 6 Italian aircraft approached and bombs were dropped hermlessly east of the rock and in Spanish territory. MALTA. 22nd. 7 high flying formations totalling 165 fighters and fighter bombers operated against 3 aerodromes. Spitfires destroyed 3 enemy aircraft, probably destroyed one and damaged 7 without loss. Our A.A. destroyed 1 German fighter. LIBYA AND EGYPT. 20th/21st. Tobruk Harbour was bombed 21st. Light and fighter bombers attached enemy landing grounds and objectives in the coastal sector. Excorting fighters destroyed 3 enemy fighters and Jamaged 8 more, 2 are missing. Beaufighters destroyed 8 M.T. vehicles near Cambut. 4. HOME SECURITY. 22nd. Resulting from bombs dropped in widely separ- ated coastal districts casualties so far reported 20 killed, 26 seriously wounded. Regraded Unclassified 143 10.23.42 INTELLIGENCE REPORT 46 AS of is 5 contains the sication n any relating Act, os 10 amended. 10 any v. s. defenso, Code person d Sections - " Arobibited United 31 States. This within document aning - of 3 OFFICE OF WAR INFORMATION BUREAU OF INTELLIGENCE COPY No. 7 Henry Morgenthau, Jr. Regraded Unclassified CONTENTS Page EDITORIAL ATTITUDES 1 Swing 1 Diplomacy 2 Home Front 3 Information 4 POPULAR REACTIONS 5 Civilian Defense 5 Enemy Air Attacks 6 Road to Victory 7 Production Shortcomings 9 Drafting Youth 10 Loose Talk 10 Realism and the Offensive Spirit 12 ENEMY PROPAGANDA 14 Attacks on the United States 14 Goebbels Takes the Defensive 15 Enemy Versions of the Military Situation 16 Regraded Unclassified EDITORIAL ATTITUDES SWING The news of mounting enemy strength in the Solomons prompted a sudden swing away from the optimism which characterised editorial comment during the precedine week. A. major battle for Guadalcanal is expected. Press and radio are waiting grimly for word as to its outcome. Commentators are decidedly uneasy about the South Pacific situation. While they do not concede victory to the enemy, they are by no means optimistic in regard to the pending engagement. Like Major George Fielding Eliot, they feel that "the present Japanese operations in the Solomons represent a full-dress attack intended to expel us from the Guadalcanal-Tulagi area at any risk and regardless of cost." Our recently reported naval losses, together with admissions that the Japanese have repeatedly landed reinforce- ments and have been able to employ surface craft against our shore instal- lations, have had a thoroughly disheartening effect. Some commentators, viewing the situation darkly, tend to blame American "military and naval leaders for putting our forces into an untenable posi- tion; a few reproach Secretary Knox and Admiral Nimits for their optimistic statements. Others, however, point out that we are doing the best we can The period covered by this report Is the with the men and munitions at our disposal in the Pacific and that the tak- week of October 15 through October 21, ex- ing of risks is essential to sound strategy. cept where otherwise specifically stated. In many observations about the Solomons, there is an undercurrent of feel- ing, inspired perhaps by the belated announcement of our losses in the - 1 - Regraded Unclassified original attack, that the full facts about the situation are not being The letter was also assailed vehemently as unfair to the British people. disclosed. Fletcher Pratt, for example, discussing the loss of our three Indeed, it evoked the warmest expressions of esteen and admiration for cruisers, raises the questions "Must every victory or gain, every achieve- England which have been expressed by American commentators since the mass ment we have, end in a sour note of doubt whether we are being given the German air attacks on London. whole story and given it accurately?" Wendell Willkie's return from his round-the-world cruise was greeted by a burst of applause. Even the Scripps-Howard papers, heretofore extremaly DIPLONACY caustic, had a good word to say about him this week because of his support Editorial analysts continue to discuss our relations with Argentina and of a unified command, Host commentators agreed that Willkie had given Chile. Most of them have expressed approval of the rebuke administered to expression to the hopes and aspirations of the common people of the world. these republics by Under Secretary of State Summer Welles. The prevailing "It is probable," observed the Portland (Maine) Press Herald, "that Mr. view is that the attitude of Argentina, and to a lesser extent Chile, in- Willkie's visit did more to make the United Nations really united than all perils the safety of their neighbors in the Western Hemisphere and that it the official, cautious exchanges that have been made by ambassadors and is necessary to prod them off the fence. legates in the last ten months." Novertheless, a critical minority feels that we have no rignt to force HOME FRONT other nations into a decision. Some fear that the Welles statement may carry implications of North American imperialism to our neighbor republics. Taking a cue, apparently, from the resident's recent praise of Congress, The Detroit Free Press, for example, observed that the Welles speech had commentators who, until very recently, were harshly critical of the "grossly and unnecessarily offended the very peoples whose good will and legislative branch began referring to it in much more friendly fashion. cooperation we have been trying to win." Ernest Lindley, for example, observed that the recent behavior of Con- gress "is restoring the prestige of the legislative branch and confidence The open letter to the British people by the editors of Life focussed edi- in our political system." He attributed the change to "the President's torial attention once more upon Anglo-American relations. Overwhelmingly, reassertion of leadership" and to the prodding of press and radio. newspaper commentators condemned the Life letter. The objection most fre- quently raised regarding it was representatively expressed by William L. The dominant current issue in editorial minds continues to be the man- Shirer, who pointed out that it gave the Nasi propagandiste useful - power problem. Response to the President's call for voluntary rationing tion to hurl over the airwaves to Britain. of manpower in industry was rather lukewarm and somewhat confused. - 2 - - 3- While commentators were glad that be elected to postpone compulsion, the: facts." In most comments, there was a plain implication that this sort of tend .to feel that voluntary measures will prove ineffectual. reporting is considered entirely atypical. There was general satisfaction with the statement issued by Secretary Mr. Davis' compliments to Canada on the "candor and comon sense" of its Stimson as to the size of the United States Aray. Mark Sullivan called information policy seemed to the Washington Post to be an "indictment it a "tonic for the country's morale." According to the Chicago Sun, of our own policy for the lack of both qualities." Commentators continue it has "laid at rest the alarming, and in our opinion, nonsensical to insist angrily that war news in general is being spoon-fed to the reports that the army might reach from 10 million to 13 million in American people. 1943....." A good many comments, however, questioned the wisdom of raising an Army as large as 7,500,000. Some suggested that it would be wiser to put POPULAR REACTIONS more of our manpower into arming and equipping our allies. The New York CIVILIAN DEFENSE Times argued that economic and industrial experts must have an equal Public confidence in the management of civilian defense voice with the military in deciding the size of the Army. activities has increased appreciably since the period INFORMATION last winter when OCD was under vigorous attack in the newspapers. Inter- viewing in October showed that more than half the people throughout the Commentators gave warm praise to the Office of War Information report United States think that civilian defense is being run "very well" in on American military and naval aircraft and to Elmer Davis' speech in their communities. An additional quarter of the public say at least that Canada, But they employed these as occasions for renewed attacks on it is being conducted "fairly well." A small minority of eight per cent Government information policy. continues to feel that local civilian defense activities are "poorly" The New York ?ines cited the Office of War Information report as a model handled. A like percentage expressed this disapproval when questioned for future Government statements on the progress of the war and the New on the subject last February. It is significant, however, that, while York Herald Tribune called it "an example of the effective way in which in February nearly a third of the public said they didn't know if these to provide information, in times when ballyhoo 1a not wanted or needed, civilian efforts were being managed satisfactorily, only half as many to a public which is sufficiently adult to understand and respect the express such doubt today. - 4 - - 5 - The following chart presents a cosparison of opinions registered in res- ponse to an identical question posed to national samples in February and Now much chance do you think there la of an anemy in October: air raid within the next few wooke... on the PACIFIC COAST? very probable How do you think Civillan Defense In your community fairly probable don't not probable know is being run? January 23% 40% 26% 115 very well fairly well poorly don't know March February 25% 45% 18% 125 425 20% 8% 30% October October 10% 35% 42% 135 54% 24% 85 145 on the ATLANTIC COAST* very probable fairly probable not probable don't know ENEMY AIR ATTACKS January 8% 32% 48% Public interest in one phase of civilian defense activity has waned 125 considerably. The fear of enemy bombing attacks which prompted energetic March 12% 37% 37% ISS air raid precaution efforts early in the year has strikingly decreased. October Today, less than half the public thinks there is much likelihood that 6% 25% 55% 145 the enery will bomb our West coast cities any time in the near future. ROAD TO VICTORY Only about a third of the public sees any imediate probability of bonb- Americans tend to doubt the efficacy of air attack as a means of over- ing raids along our Atlantic coast. coming Germany's hold upon the continent of Europe. Three-fifths of them The development of opinion about enemy air raids on our shores is believe that the road to victory must be opened through a land invasion by the allies. The following chart shows the division of responses to a indicated in the chart on the opposite page, which shows the responses question on this subject asked early in October. given by national samples to identical questions asked in January, in March and in October, - 6 - - 7 - PRODUCTION SHORTCOMINGS To beat Germany, do you think the Allies will have to Invade the continent of Europe, or do you think we can defeat her by just Increasing our air attacks? American confidence in the efficiency of our production program has mounted slightly since mid-summer, although it is not now at the high level of last Invade continant Strong air attacks Don't know spring. In September, 53 per cent of the public said they thought the pro- duction of war materials was progressing "very well." An additional 41 per 60% 28% 125 cent said they thought production was going "only fairly well." Only three per cent declared that production is going "poorly." This belief that the Nazia can be conquered only through the comparatively Despite the emphasis which has been placed lately on difficulties in the way hard, slow advances of ground troops seems a great deal more realistic than of production arising from raw material shortages, Americans tend to put the a concurrent feeling now widespread in America that the German people are chief blame for production shortcomings upon labor. When they were asked out of sympathy with Hitler and may revolt against him in the near future. in September, "What do you think is the chief reason why war production is As is indicated below, only a minority of the public is convinced that not going as well as it might?" the explanations most frequently offered the enemy 1a strongly united. Almost as many take the optimistic view centered around labor difficulties, strikes and the self-interest of workers. that the German people themselves will contribute to a United Nations victory This tendency of the public to find fault with labor is indicated by the an- by overthrowing their Government. These opinions suggest strongly that in- swers to another question asked in October, "Do you think strikes are hold- formational neasures are needed to promote greater popular awareness of ing back war production now?" There was an almost precisely even division the difficulty of the military task ahead. of opinion on this topic: 46 per cent answered "Yes"; 45 per cent answered "No"; nine per cent had no opinion. When the same question was asked in June, however, only 38 per cent said The way things look now, do you think there is . good chance of the German people revolting against Hitler "Yes," while 53 per cent said "No." Apparently public confidence in labor in the next year? Don't is waning, in spite of the general adherence of workers to their no-strike Yes No Depands know pledge - perhaps because newspapers have focussed attention upon occasional work stoppages. 375 425 7% 145 - 8 - - 9 - DRAFTING YOUTH showed complete unawareness of what topics ought to be avoided. As previously reported, eight out of ten people interviewed in September, said they thought that the Government should draft 18- and 19-year The topics most frequently mentioned as taboo centered around military olda bafore drafting married men with children. Further analysis shows, affairs. Production problems were also cited by many members of the sample. naturally, that people were influenced in this choice by the presence Multiple answers were permitted. The following table shows the percentages of an 18- or 19-year old boy in the home. Women over 40 who had 18- and which recommended caution against careless conversations in regard to several 19-year olda in their families (presumably mothers) voiced the greatest broad, general subjects. opposition to this proposal. But even in this group, almost two-thirds Should not discuss: Per cent of people preferred the drafting of young boys to married men with children. mentioning Military matters 54% Production and supplies 40 The boys themselves, according to a Gallup release this week, are over- Shipping affairs 15 Low morale 13 whelmingly in favor of the new draft. Miscellaneous mentions 8 LOOSE TALK It seems significant that most people put their emphasis on the kind of There is widespread recognition throughout the United States that careless loose talk which might give information of strategic value to the enemy. conversations on certain subjects should be avoided in war time. Americans There was much less awareness of the danger involved in loose talk in the are not accustomed to guarding their words. They have always lived in an form of rumors and idle gossip. This latter consideration may have been atmosphere of freedon, and the current necessity for caution is probably in the minds of the 13 per cent who urged the avoidance of careless talk not fully understood. But interviewing conducted with a small national about matters of morale. sample during the second week of October indicates a prevailing recognition Most of the responses, however, referred to such things as that loose talk is dangerous, at least in regard to military, shipping Information about battleships and production topics. Troop train movements Debarkation of soldiers Location of troops Interviews on this subject were introduced by the assertion, "The Govern- Production of war plants New inventions and patents ment is trying to get people not to talk about certain things that will get Materials used in war work Ship departures back to the enery." Each respondent was then asked, "What sort of things Movement of war materials do you think people should be careful not to talk about?" Only 13 per cent Among those who stressed the avoidance of discussion about morale, typical - 10 - - 11 - Regraded Unclassified strictures suggested were, in contrast: The pronounced inclination among Americans to consider Germany a more for- Stories about Government inefficiency midable foe than Japan may reflect an unhealthy tendency to underrate the Arguments about the second front Criticism of the Government's handling of defense work military potency of the Japanese. It seens probable that the focussing of Criticism of our allies interest in recent weeks upon the problem of opening a second front in It is evident, of course, that the statement with which these interviews Europe has diverted attention from the seriousness of the war in the Pacific. were introduced encouraged responses about the type of loose talk which Confidence in production and shipping appears to be on the increase, al- night give information to the enemy. The question asked does not reveal though the public does seem to have a fairly clear realization of the seri- the degree to which people realize the danger lurking in their own words out shipping problem we now face. The belief held by a majority that nor give any measure of their actual behavior in a conversational situation. America is now the chief source of supply for the United Nations war ef- Apparently, however, the public has an appreciation of a large number of fort suggests a need for informational efforts to promote understanding of things which should not be discussed and is receptive to further reminders the contributions made to the common cause by other members of the United that "loose talk costs lives." There seems to be a. special need, in addi- Nations. tion, for informational efforts to promote an understanding that loose talk In general, the public shows a high degree of satisfaction with the Army's of a sort which does not involve information of interest to the enemy may treatment and training of its troops. Few feel that there 1a any serious have injurious effects upon national unity and public confidence in the discontent among enlisted men; only a small minority is critical of Army Government. training. REAL I'SM 'AND THE OFFENSIVE SPIRIT A need for greater understanding of the war's problems is especially pro- Confidence in American military strength and a prevailing recognition that nounced among people on the lower educational levels. These people are the war can be won only through offensive action have promoted & general peculiarly susceptible to the overconfidence which derives from blind pa- expectation that the United Nations will soon be able to wrest the initia- triotic fervor. They are more prone than persons of superior educational tive from the energy. Many Americans believe that the war can be won with- background to think that American military strength is greater than that in a period of two years. This hopefulness, together with the belief that of our allies or our enemies. And they also tend, in much greater degree, American military might is far superior to that of the enemy, may lead to to anticipate a war of short duration. dangerous complacency. - 12 - - 13 - Regraded Unclassified Information policy should be designed to place national pride and confidence the United States habitually conceals its losses. To increase dissension on a basis of solid realism. There is need for fuller explanation of the within the United States, the Axis attacked the "cheaply sensationalistic" magnitude and complexity of the military task ahead in order to promote American press, claiming that it is manipulated by Roosevelt and the Jews. full public recognition that strategic decisions must be left in the hands of qualified military and naval authorities. Axis broadcasts also made much of troubles in the United States on the economic front. Again a defeatist note was strucke it was claimed that (These findings summarize the principal implications of a Special Intelligence Report, Realism and the Offensive stringent restrictions loon ahead and that war production cannot proceed Spirit, issued October 21 and available to authorised in- dividuals upon request to the Bureau of Intelligence.) because of lack of material. Criticism of domestic economic policies from American sources was used in distorted fashion in order to appeal ENEMY PROPAGANDA to the Roosevelt haters. ATTACKS ON THE UNITED STATES The Axis also attacked Communists and Willkie as a means of widening cleav- Axis propagandists are paying growing attention to the ages. To arouse anxiety and prove America's immorality, Radio Debunk and United States. In the past week the proportion of broad- Radio Manila both attempted to show that promiscuity, prostitution and ven- cast time devoted to attacks on America increased significantly. creal disease abound in Army camp regions and in port cities. The basic nature of the attacks remaine unchanged. The week's broadcasts GOEBBELS TAKES THE DEFENSIVE were aimed at two perennial Axis propaganda objectives: defeation and The primary purpose of Goebbels' Munich speech of October 18 was evidently divisionism. The draft of 18- 19-year olds was treated in such a way as to to deal with the complaints which are arising in Germany over the difficul- serve both purposes. The Germans grieved that "young, ill-trained men" ties of daily life. Goebbela asserted that the Germans are not fighting would have to be pitted against seasoned AXIS troops. To heighten contro- "for regional interesta for Socialism, and for National Socialism; for versy about the seasure lowering the draft age, the Axis contended that it questions of proletariat and bourgeoisie today it is for more important represented a fresh betrayal of President Roosevelt's promise not to macri- things we are fighting: for coal, for iron, for petroleum, and above all, fice American youth. for wheat for our daily bread." The claim that the Hasis are not fighting for territorial, ideological and political ends is, of course, not to be The Havy's delay in announcing the loss of three cruisers during the occupa- taken seriously. It is significant, however, that Goebbels felt that empha- tion of the Solonons was given somewhat similar treatment. The Axis attempted sis had to be placed at this time on those war objectives most likely to to prove the superior truthfulness of its military reporting and charged that - 14 - - 15 - Regraded Unclassified still the swelling volume of complaints within the Reich. In effect, Goebbels attempted to show the German people that victory would preclude the possibility of Germany's suffering in the future as she is suffering today. ENEMY VERSIONS OF THE MILITARY SITUATION Nazi short-wave broadcasts and German domestic media this week emphasized German submarine "successes" to the neglect of the Russian front. The Germans claimed to have extended submarine operations to the Western and Southern coasts of Africa and to have sunk British troop transports one Capetown. Since the "destruction" of the recent United Nations' Arctic convoy, America and England have not dared to send more supplies to Russia by the Northern route, the Nazis boast. Following its usual policy of silence during the early stages of a campaign, Tokyo has not made any mention of Guadalcanal since the beginning of its strenuous attempt to retake the island. The Japanese-controlled station at Saigon made a laconic statement on October 18 to the effect that the Japanese have landed on Guadalcanal but that no important land battles have occurred. It should be remembered that the Japanese have never acknowledged the loss of the Guadalcanal air field. ---***--- - 16 - 144 FEDERAL RESERVE OPERATIONS IN GOVERNMENT SECURITIES hape 1 Column A shows Federal lessers operations is millions of dollars as follows: Market purchases 1/ Market sales y Column $ shows price changes is 32nds, essays Maturities Direct purchases from Treasury for certificates which are true declare. 7 STRICTLY CONFIDENTIAL last Yesk Oct. 12 13 14 15 16 17 Index This Yesk A B & 3 A 3 A 3 Description A 3 Oct. 19 A 20 3 21 22 23 - Holiday A 3 & 3 A a & = A 3 - 3 +42.8 +266.9 I. Summary +183.4 -6.1 +33.9 +63.4 -10.0 -67.2 Market purchases -5.0 -9.4 +43.0 +49.4 Market sales +67.7 +32.6 +28.6 $21.6 -9.3 Mreet purchases free Treasury -5.5 -10.0 -10.5 -=60.6 -21.7 -17.1 +36.7 +196.3 +116.2 Maturities +25.9 +54.0 -a46.3 3809.0 Total net increase or decrease (-) +33.7 +43.9 +11.4 +22.1 Wednesday report of total perifolio +6.9 44.7 4225.0 II. Temble Securities +2.6 +110.2 +17.7 Bills - all issues combined +.3 +1.6 -6.1 -10.0 -67.2 -4.0 Market purchases +3.9 +29.6 -9.4 +49.6 +1.9 +1.1 -a60.6 Marbet sales +15.7 -9.3 -5.5 -10.0 -10.5 -21.7 -3.5 Maturities -17.1 +39.6 -49.5 -3.7 el6.3 -7.6 Total net increase or decrease (-) -5.4 +24.1 -6.7 -4.6 -1.4 +2.0 Certificates -001 +1.0 -001 1/25 A- 11-1 42 4002 +.5 +.7 -.001 -001 +4.3 5/8 1 - 2-1 43 +7.7 4001 +5.4 204 +.2 +.4 +.3 4,002 +2.5 +.8 -00% .65 0 - 5-1 43 +.6 +.001 2011 +3.9 4001 +.7 +.002 +1.0 +.2 7/8 1- 8-1 43 +,005 $005 +1.5 4005 +2.1 +.005 +5.3 42.2 Treasury notes 12 3/4% D - 3-15 43 +1 19 3/4 +6.6 D - 9-15 MA +1 +7.9 +4.9 +6.7 N 11 1-1/4 0- 3-15 kg *.7 +2.0 +.7 +23.8 .... +1.1 N 12 3/4 3 12-15 45 +1.0 +2.0 W 13 1 A - 3-15 46 +9.1 +92.6 +150.8 +1.2 +2.2 N 14 1-1/2 12-15 46 +4.2 +,6 +7.3 +.5 49.5 +1.3 Treasury bonds +.4 +,6 +1.7 +.5 3 12 X - 3-15 48-50 N16 4.5 2 - 6-15 49-51 +1 +2 4.5 +,8 +.1 +.4 +.3 +,2 +.3 +1.0 1 317 2 - 9-15 49-51 +,6 +1 +.4 +5.8 +7.7 +.7 4.2 +.5 +1.3 328 2 - 12-15 49-51 +9.0 +2.4 +3.2 +1.2 (11.9 +3.5 +9.9 +29.2 -1.0 +54.6 321 2 - 3-15 50-52 +14.6 +1.3 +1.1 +1.3 +.9 +.7 +.2 3 26 2 - 12-15 51-55 +1.5 +.4 +2.3 +1.0 +1.1 +,4 +2 +1.0 27 2-1/2 - 3-15 58-54 +3.0 & 6 +.8 :- +1 +.8 -1 18 2-1/4 - 6-15 52-55 +1 +2 -1 L +.1 332 2-1/2 - 3-15 56-58 +1 +2 = 7 7 +3 +1 +2 36 2-1/2 - 6-15 62-67 +2 7 37 2-1/2 - 9-15 67-72 +1 +2 .... 2 Quaranteed securities -1 APO 7/85 U - 10-15 42 07 RFC 1-1/8 7-15 43 -1 08 RFO 1 Y - 4-15 lake -1 +1 02 000 1-1/8 - 2-15 kg All tarable securities +38.9 +256.8 180.6 +26.4 +60.8 Market purchases +37.5 +48.4 +66.0 +51.5 487.4 +21.8 -6.1 -10.0 -67.2 -5.0 -9.4 Martet sales -9.3 -5.5 -10.0 -10.5 -a.7 -17.1 Direct purchases from Treasury a60.6 Maturities 446.3 +32.6 +156.2 +113.4 +21.4 +51.4 Total net Increase or decrease (-) * +42.9 +9.7 +E1.0 +5.7 +4.7 Office of the Bearetary of the Treasury, Division of Research and Statistics. Purchases and sales recorded as of day of transaction 1 1 day of delivery. Transactions after 3a. e'alade are included is the and w. Less them $50,000. 145 45 FEDERAL RESERVE OPERATIONS IN GOVERNMENT SECURITIES hgo 2 Column A above Federal Reserve operations in millions of dollars as follows: Market purchases 1/ Market sales 1/ + Column 3 showe price changes is 32ads, except Naturities Direct purchases from Treasury - I for certificates which are true decimale. 1 last Vesk STRICTLY CONFIDENTIAL Oct. 12 13 24 15 16 A 3 A 3 17 A Index this Yesk a A 3 A a Description A 3 Oct. 19 20 21 Holiday 22 23 2% A 3 & 3 A 3 A 3 A 3 & 3 III. Tax-exampt securities -1 Treasury notes -1 If 1 +1 1-3/45 C - 12-15 42 +1 I 3 If & 1-1/8 A - 6-15 43 -1 +1 1 c - 9-15 43 +1 La If ? I 1-1/8 3 - 12-15 43 +1 1 1- 3-15 44 .... I 7 +1 3/4 -1 A - 6-15 lale " 1 -1 C - 9-15 lake . 10 3/4 +1 A- 3-15 45 .... ...... L -1 **** -1 +.1 Treasury bonds -1 +.2 -1 3 1 . 3-3/8% - 6-15 43-47 -1 +1.3 3 2 3-1/4 +,2 +1.0 - 10-15 43-45 +.7 -1 +.3 -1 +.5 -1 -1 B È D 3-1/4 - 4-15 44-46 +,2 -1 +,2 +1.0 -1 -1 +3.3 - 12-15 44-54 +.7 +1.0 -1 -1 +1.5 -1 +1.0 +1 +.1 -1 +.5 3 -1 +,4 +.8 2 our 2-3/4 -1 - 9-15 45-47 2-1/2 +.3 . 12-15 45 -1 +.1 -1 +1 +.1 a 7 7 -1 3-3/4 - 3-15 46-56 +.1 3 8 -1 +1.5 3 +,4 - 6-15 46-48 +1 -2 39 3-1/8 -1 - 6-15 46-49 +.1 3 10 +,2 4-1/4 - 10-15 47-52 +.1 -1 +1 +1 3 11 2 - 12-15 47 -1 313 2-3/4 +.8 .... - 3-15 48-51 -1 +1.0 314 2-1/2 $ - 9-15 45 +1 -1 B 15 2 - 12-15 48-50 -1 +1 +1 19 3-1/8 +.5 - 12-15 49-52 +1 320 2-1/2 +.5 - 12-15 49-53 +1 +1 322 2-1/2 +1 -1 - 9-15 50-52 +.1 +1 3 23 2-3/4 +1 -1 - 6-15 51-54 +1 +1 124 +1 3 -1 - 9-15 51-55 +1 +1 +.1 -1 325 2-1/4 +1 -1 - 12-15 51-53 +1 +1.4 +1.0 +1.0 329 2 - 6-15 53-55 +1 +1 -1 30 2-1/4 7 - 6-15 54-56 +1 7 +.5 +.3 " 31 . 2-7/8 - 3-15 55-60 +.5 +1 +,2 33 2-3/4 L - 9-15 56-59 .. +1 +1 .... +.5 +.5 & +.5 34 2-3/4 +.5 - 6-15 58-63 5 +1 +.2 +.1 +2.0 -1 -1 35 2-3/4 - 12-15 60-65 +.5 +1 +.3 .... Quaranteed securities 01 000 3/4% , 5-1 43 0 10 USEA 1-3/8 - 2-1 44 2 +1.0 -1 +.6 -1 : - 3-15 44-49 -1 FFNO 3 & -2 03 FINO 3-1/4 - 3-15 4-64 la un -1 +.1 +.1 -1 o 2 HOLO 3 A - 5-1 44-52 -1 .... .... +.1 7 +,1 .... o HOLC 1-1/2 6-1 45-47 -1 All tex-exapt securities +3.9 +6.1 +2.# +7.5 +2.6 Market purchases +5.5 +1.0 +1.7 +1.1 +1.2 ...... .... .... Market sales ...... HILL Direct purchases from Treasury ...... .... Naturities .... +3.9 +6.1 +2.5 +7.5 +2.6 Total net increase or decrease (-) +5.5 .... +1.0 +1.7 .... +1.1 .... +1.2 Office of the Secretary of the Treasury, Division of Research and Statistics. V Purchases and sales recorded as of day of transaction and not day of delivery. Transactions after à o'clook are included is the and day. Less than $50,000. Regraded Unclassified 146 October 24, 1942 Gentlemen: In the absence of the Secretary this will acknowledge the receipt of your letter of October 13, 1942. Upon his return I shall be glad to bring it to his attention. Very truly yours, (Signed) D. W. BELL Under Secretary of the Treasury Morgan Stanley and Company, 2 Wall Street, New York, N. Y. NLE Regraded Unclassified 4 Original to Mr. Bell 10/15 ( MORGAN STANLEY & co. Two Wall Street New York New York, October 13, 1942 Hon. Henry Morgenthau, Jr. Secretary of the Treasury Washington, D. C. Dear Mr. Secretary: On behalf of Dillon Read d. Co. and our- selves we are enclosing herewith copies of letters received from Mr. Hugh A. Fulton, Counsel for the United States Senate Special Committee Investigating the National Defense Progam, of which Senator Truman is Chairman, making cer- tain inquiries regarding the American Viscose Corporation transaction. In view of our past discussions of this matter and the reference to the Treasury Department in the letters we thought we should advise you of their receipt. We are preparing answers to the inquiries, which we expect to communicate to the Committee shortly. Very truly yours, hergan Hanley Co Regraded Unclassified October 8, 1942 Dillon, Read & Co. 28 Nasau Street New York City Dear Sirs: The Committee 16 informed that you and Morgan, Stanley and Co., Inc. headed groups which purchased the controlling inter- est in the American Viscose Corporation from British interests and which sold the securities represented thereby to the American public. If you have a bound volume containing the papers with respect to the transaction, such as the bankers' urchase contract and underwriting agreement, opinions of counsel, registration statement, etc., the Committee would appreciate it if you would loan it a copy of the bound volume, In the event that you do not have such 8. volume, please furnish the Committee with copies of all of the important papers. The Committee would also appreciate it if you would furnish it with the statement showing the gross amounts made by the banking group as a result of the American Viscose transactions, broken down to show the amounts received by each of the members of the group. The Committee would also appreciate receiving a state- ment of the expenses incurred by the banking group and the break- down indicating the nature thereof. The Committee understande that the Department of the Treasury requested the banking group to consider a reduction of their profits, and would appreciate being informed as to whether and when such a reduction was made and the amount thereof and the mechanics by which it was made. The Committee would also appreciate being informed as to how the transaction first came to your attention and as to who first proposed the banking group and how it was organized. In addition, the Committee would appreciate receiving a list of the other instances, with dates, in which Morgan, Stanley & Co., Ino. and Dillon, Read and Co. acted as joint managers of a banking group. The Committee would also appreciate being informed as to any other transactions in which Dillon, Read and Co. has participated in the banking group, dealing in any way with the acquisition of British or other foreign securities in the amount of $5,000,000.00 or greater since September, 1939. A copy of this letter is being sent to Morgan, Stanley & Co. Inc. with a request for similar information from it, but information received from either company need not be duplicated by the other. Very truly yours, HUGH A FULTON HAP:mt Chief Counsel Regraded Unclassifie ry S. Truman, Mo., Chairman Tom Connally, Tex. (COPY) James M. Mead, N.Y. Mon. C. Wallgren, Wash. rl A. Hatch, N. Mex. UNITED STATES SENATE Myde L. Herring, Iowa Harley M. Kilgore, W.Va. Special Committee Investigating Joseph H. Ball, Minn. the National Defense Program Ralph O. Brewster, Maine Harold H. Burton, Ohio h.A. Fulton, Chief Counsel October 8, 1942 rlea P. Clark, Assoc. Chief Counsel nne L. Campbell, Clerk Morgan Stanley & Co. 2 Wall Street New York City Dear Sirs: The Committee 18 interested in the transactions involving the controlling securities of the American Viscose Corporation and understands that together with Dillon, Read and Co. you headed a banking group to acquire such securities and to sell them to the American public. The Committee would appreciate receiving from you copies of the bankers' contract, opinions of counsel, registration statement and other important papers relating to such transactions, together with a statement of the gross profits of the banking group broken down to show the amounts received by each and a statement of the expenses incurred by the banking group, broken down to show the nature thereof. The Committee would also appreciate being informed as to how the transaction first came to your attention, who proposed that the banking group be headed by Dillon, Read & Co. and your company, and how the members of the banking group were selected. The Committee has been informed that the Department of the Treasury requested that consideration be given to a return of a portion of the profits made by the banking group in the transactions involving the American Viscose Corporation and would appreciate being informed 8.8 to whether and when and in what amount and by what method such profits were returned. The Committee would also appreciate being informed as to any other acquisitions of foreign securities since September, 1939 in an amount in excess of $5,000,000.00 which you have made or in connection with which you have participated in the banking group. Very truly yours, /8/ Hugh A. Fulton HUGH A. FULTON Chief Counsel HAF:mt HH Regraded Unclassified 151 BRITISH AIR COMMISSION 1785 MASSACHUSETTS AVENUE WASHINGTON, D. C. TELEPHONE HOBART 9000 PLEASE QUOTE REFERENCE NO. "ith the compliments of British Air Commission who enclose Statement No. 56 - Aircraft Despatched - for week ended October 20, 1942. The Honourable Henry Morgenthau, Jr. Secretary of the Treasury WASHINGTON, D. C. October 24, 1942. Regraded Unclassified 152 3 MOST SECRET 152 STATEMENT NO. 56 AIRCRAFT DESPATCHED FROM THE UNITED STATES WEEK ENDED OCTOBER 20TH. 1942 TPE DESTINATION ASSEMBLY POINT BY BY FLIGHT DEL'D SEA AIR FOR USE IN CAN. CONSOLIDATED Catalina IB U.K. Canada en route 2 BOEING FortressIIA U.K. Canada en route 2 DOUGLAS Boston IIIA U.K. Canada en route 1 FAIRCHILD Cornell PT 26 Canada Canada 10 BREWSTER Bermuda U.K. U.K. 10 GRUMMAN Martlet IV U.K. U.K. 13 LOCKHEED Hudson VI Middle East Middle East 1 # West Africa Freetown 14 Ventura South Africa South Africa 6 GLENN MARTIN Baltimore IIIA Middle East Middle East 2 NORTH AMERICA Canada Canada 1 Mitchell II Harvard II India Bombay 9 STEARMAN 1 Stearman PT 27 Canada Ganada 32 28 12 TOTAL BRITISH AIR COMMISSION OCTOBER 24th, 1942. 153 PARAPHRASE OF TELEGRAM RECEIVED FROM: American Embassy, Chungking, China, via N. R. DATE: October 24, 1942, 9 a.m. NO.1 1216. The following message, TF64, 10 the weekly economic report for the Secretary of the Treasury from Mr. Adler. 1. September prices in Chungking! Wholesale: (spproximately 7 per cent more than in August) General 6330 Food 4050 Retail: (approximately 4 per cent more than in August) General 5980 Food 4540 It should be noted that 5720 is the revised retail general index for August. 2. I have been informally asked by Dr. Kung to raise the question of the Government of China buying from the U.S. Treasury U.S. dollars 20million of gold with funds from the American loan to China. Subject to the consent of the Treasury this purchase of U.S. dollars 10 contemplated independently of whether or not scheme 18 adopted for a free gold market as mentioned in 2 and 3A of TF63 of October 8. I was informed by Dr. Kung, in respect to this scheme, that Chiang Kai-shek has stall not consented to it due to the possibility that some of the gold might get into the hands of the enemy. The Ministry of Finance, Monetary Division, has made available the following information in respect to an inquiry on the currency situation in territory occupied by the enemy. The information is based on the National Military Council's intelligence reports. (a) At the end of August faci exchanged for currency of puppet government or other puppet government assets by popula- tion of Anhivei, Shanghai, Chekiang, Nanking and Kiangsu amounted to ON$1,215,000,000. $262,000,000; on August 10, 1942 Central Reserve Bank $922,00,00 of Central Reserve Bank currency in circulation was approximately (b) On the 3rd of January 1942 the amount of puppet September. The rapid rise of currency in circulation of the currency was appreaching 700,000,000 at the end the Central Regraded Unclassified 154 ÷ Central Reserve Bank reflects both the inflationary develop- ments and economic deterioration in occupied territory and the determined efforts of the Japanese to drive fapi out of circulation in those territories. (e) Federal Reserve Bank of North China currency in circulation: Amount Year FRB $922,000,000 1942 FRB $966,000,000 1941 FRB $715,000,000 1940 FHB $468,000,000 1939 m FRB $182,000,000 1938 (a) As to amount of military yen notes in circulation, there is no information. Due to the fact that issues are not numbered ST is difficult to estimate possible circulation. GAUSS Regraded Unclassified TREASURY DEPARTMENT 155 INTER OFFICE COMMUNICATION DATEOct.24,1942 TO Secretary Morgenthau FROM Mr. Hoflich Subject: Japanese and United States Pacific Naval Losses 1. U. 8. Naval communiques dated October 17 - 22, 1942, reveal the following additional Japanese and U.S. naval losses in the Pacific: (a) Japanese (1) Solomons. Damaged - 2 cruisers, one destroyer, 2 transports. (2) Aleutians. Probably sunk - 3 destroyers; damaged.-one destroyer, one cargo ship. (b) United States Solomons. Sunk - 2 destroyers. 2. Losses announced in U.S. Naval communiques since Pearl Harbor total: (a) Japanese: 171 vessels sunk, 36 probably sunk, 150 damaged. (b) United States: 52 vessels lost, 12 damaged. Regraded Unclassified - 2 - 156 Table I Total Japanese Vessels Sunk and Damaged to October 22, 1942 Combatant Vessels Probably Type Sunk Sunk Damaged Total Battleships 0 0 6 6 Aircraft Carriers 6 1 4 11 Cruisers 13 3 35 # 51 Destroyers 30 12 18 60 Submarines 6 1 7 14 Tenders 1 1 5 7 Others 13 2 14 29 Totals 69 20 89 178 Non-Combatant Vessels Fleet Tankers 11 o 7 18 Transports 27 7 21 # 55 Cargo and Supply 50 # 7 22 79 Miscellaneous 14 2 11 * 27 Totals 102 16 61 179 Total all types 171 36 150 357 . Also several additional vessels. Regraded Unclassified - 3 - Table II 157 American Naval Vessels Sunk and Damaged to October 22, 1942 Demolished to prevent Type Lost capture Damaged Total Battleships 1 o 1 2 Air craft Carriers 2 O o 2 Cruisers 4 o 2 6 Destroyers 14 1 6 21 Submarines 3 1 o 4 Motor Torpedo Boats 2 1 0 3 Submarine Tender 0 1 0 1 Aux. Seaplane Tender 1 0 1 2 Mine Craft 5 2 o 7 Gunboats 3 1 0 4 Tankers 3 0 0 3 Tugs 0 1 0 1 Transports 4 O 2 6 Target Ship 1 o 0 1 Floating Drydock 0 1 0 1 Total 43 9 12 64 Regraded Unclassified - 4 - 158 Table III Japanese and American Vessels Sunk and Damaged in the Solomon Islands (Aug.7-0ct.22,1942) Japanese Losses Probably Type Sunk Sunk Damaged Total Battleships o o 2 2 Aircraft Carriers o o 2 2 Cruisers 1 o 18 # 19 Destroyers 5 2 6 13 Submarines 1 O o 1 Tenders 0 o 2 2 Tankers o o 1 1 Transports 2 1 6 - 9 Cargo and Supply 0 0 6 6 Miscellaneous 4 # o 6 * 10 Total 13 3 49 65 American Losses Cruisers 4 2 6 Destroyers 5 2 7 Transports 4 1 5 Total 13 5 18 * Also several additional vessels. Regraded Unclassified - 4 - 159 Table IV Japanese Vessels Sunk and Damaged in the Aleutian Islands (June 15 - Oct. 22, 1942) # Probably Type Sunk Sunk Damaged Total Cruisers 1 o 5 6 Destroyers 6 4 3 13 Submarines o 1 5 6 Transports 2 1 6 9 Cargo and Supply 4 1 7 12 Minesweepers 2 o 0 2 Miscellaneous 1 o 1 ** 2 Total 16 7 27 50 # No American Vessels have been reported lost and damaged in this area to date. ** Also several additional vessels. Regraded Unclassified 160 NOT TO BE RE-TRANSMITTED U.S. SECRET COPY NO. 13 BRITISH MOST SECRET OPTEL No. 366 Information received up to 7 A.M. 24th October, 1942. 1. NAVAL On the 8th and 9th one of H.M. Submarines sank a 3,000 ton ship laden with petrol, a southbound coaster and a schooner off Tunisia; on the 19th she sank a ship in south-bound convoy and one of the escorting destroyers near Lampedusa. On the 20th one of H.M. Submarines sank an escorted ship laden with motor transport north of Tripoli (L). 21st/22nd One of H.M. trawlers was torpedoed and sunk by enemy aircraft at the Northern end of the Red Sea. French Equatorial Africa Yesterday morning one of H.M. Cruisers was torpedoed by submarine off Pointe Noire but reached port. A British ship independently routed outward bound with war stores was torpedoed 550 miles north of the Azores on the 23rd. 2. MILITARY RUSSIA Local fighting continues on the Don Front with the Russians trying to extend their Bridgehead in the Yelansk area. The Germans are making only very slow progress in their attack on the northern part of Stalingrad. A slight German advance has been made towards Tuapse. Heavy rain is falling in the Western Caucasus. 3. AIR OPERATIONS WESTERN FRONT 22nd/23rd. Genoa. About 180 tons dropped from about 10,000 feet in equal proportion H.E. and incendiaries, also many flares. Excellent visibility, no cloud, streets and buildings easily seen. One aircraft which did the whole journey out and back on 3 engines and consequently arrived late reported fires had taken firm hold. Smoke screen drifting out to sea therefore ineffective. 23rd. Seven Wellingtons attacked Essen and four Krefeld. Cloud prevented observation. All returned safely. Three mosquitos bombed the Diesel Engine Works at Hengel, one is missing. Fighters carried out harassing operations over Holland and France. Twelve locomotives were damaged. One spitfire is missing. - 1 - Regraded Unclassified 161 23/24th 139 bombers were sent out-Genoa 112, including 91 heavy, sea-mining 17. Attack on Genoa from preliminary reports believed successful though weather less favourable than previous night. Some aircraft attacked Turin and Savona. Numerous fires resulted. 3 aircraft missing, one crashed. EGYPT 21/22nd Our aircraft attacked Maleme Aerodrome, Crete and landing grounds, Camps and M.T. in the El Daba-Fuka area. 22nd Allied aircraft continued their operations over the battle area, 6 enemy fighters were destroyed and 6 probably destroyed, 8 lorries and a tractor towing a large gun were set on fire. 7 aircraft missing. MALTA 23rd Between 5.30 A.M. and 3 P.M. 171 enemy sorties, spitfires destroyed June enemy aircraft and damaged 3. A.A. destroyed two more. One spitfire missing. Several enemy formations were intercepted and turned back before reaching the Island. Takali Aerodrome cratered. 162 NOT TO BE RE-TRANSMITTED COPY NO. 13 BRITISH MOST SECRET U.S. SECRET OPTEL No. 368 Information received up to 7 A.M., 25th October, 1942. 1. NAVAL Attacks on Shipping. During three days 21st to 23rd October four ships were reported attacked by submarines. Two British ships in outward bound convoy were torpedoed in North Western Approaches, one of which was sunk and the other a tanker is still afloat, one U.S. ship was torpedoed in West Atlantic and one British ship in Gulf of Oman. A British ship torpedoed on 13th October in Indian Ocean has reached port in tow and a Greek ship reported torpedoed in home- bound convoy on 14th October has arrived undamaged. One British ship is overdue at BOMBAY and & U.S. ship is overduo at NEW YORK. 2. MILITARY EGYPT. See OPTEL No. 367. MADAGASCAR. By 23rd evening our forward troops were 35 miles south of AMBOSITRA and meeting some French resistance. Obstructions on the road are delaying our advance. 3. AIR OPERATIONS WESTERN FRONT. 23rd/24th. GENOA. About 145 tons of H.E. and incendiaries were dropped 24th. 88 Lancasters escorted by Fighters as far as the French Coast set, out for MILAN. 73 of them attacked in the ovening and dropped about 127 tons of H.E. and incon- diaries including twelve 4,000 lb. bombs from between 4,000 and 100 feet. Opera- tion considered most successful and photographs confirm many bursts in the town. Three Aircraft are missing and one crashed on return. Spitfires damaged a 1,000 ton dredger off OSTEND and a 900 ton ship off DUNKIRK. 24th/25th. 107 bombers wore sent out - MILAN 71, sea mining 25, leaflets, occupied France 11. Weather over MILAN WELS very cloudy and most aircraft bombed on estimated time of arrival, 7 are missing and 1 crashed. About 12 onemy aircraft flow over northeast ENGLAND, night fighters probably destroyed 1 and damaged another. EGYPT. 22nd.23rd. Our aircraft bombed enemy landing grounds. 23rd. A total of 84 escorted fighter bombers made 4 attacks on EL DABA landing ground. 234 fighters flow offensive patrols over the forward area and destroyed 8 enemy aircraft, probably destroyed 2 and damaged 3 for the loss of 5 of our Fighters. Regraded Unclassified 163 - 2 - MALTA. 24th. 124 enemy fighters and fighter bombers were operating. Only very minor damage was done to our aerodromes. 58 Spitfire sorties were flown, three enemy aircraft were destroyed including one by A.A. and another was probably destroyed for the loss of one Spitfire. 4. HOME SECURITY 24th/25th. Some bombs were dropped in LINCOLNSHIRE. There was a direct hit on a shelter at GRANTHAM. Casualties reported 35 killed including nine service. 164 TREASURY DEPARTMENT Washington FOR RELEASE, MORNING NEWSPAPERS, Press Service Monday, October 26, 1942. No. 33-81 The Secretary of the Treasury today announced the offering, through the Federal Reserve Banks, for cash subscription at par and accrued intorest, of $2,000,000,000, or thereabouts, of 7/8 percent Treasury Certificatos of Indobtedness of Series D-1943. In order to insure widesproad participation not only on the part of banks, but by corporations and others who may be interested in this type of socurity, the subscription books will romain opon two days. There will be no restrictions as to the basis for subscribing to this issue. At their maturity, the certificates will be redeemed in cash, and will carry no exchange privileges. The certificates will be dated November 2, 1942, will be payable on November 1, 1943, and will boar interest at the rate of seven-cighths of one percent per annum, payable on a semiannual basis on May 1 and November 1, 1943. They will be issued in bearur form only, with two interest coupons attached, in denominations of $1,000, $5,000, $10,000 and $100,000. Pursuant to the provisions of the Public Debt Act of 1941, interest upon the certificates now offered shall not have any exemption, as such, under Federal Tax Acts now or hereafter enacted. The full provisions relating to taxability are set forth in the official circular released today. When the Treasury resumod the offoring of Cortificates of Indobtedness in April 1942, the securities industry was asked by the Secretary to call attention of nonbanking investors to the issue. This procedure resulted in considerable distribution outside the banking system. It is expected the Victory Fund Committee will approach the same types of purchasers, calling attention to the new serios now offored. Regraded Unclassified 165 - 2 - Subscriptions will be received at the Federal Reserve Banks and Branches, and at the Treasury Department, Washington. Banking institu- tions and securities dealers generally may submit subscriptions for account of customers, but only the Federal Reserve Banks and the Treasury Department are authorized to act as official agencies. Subscriptions from banks and trust companies for their own account will be received without deposit, but subscriptions from all others must be accompanied by payment of 2 percent of the amount of certificates applied for. Subject to the usual reservations and within the amount of the offering, subscriptions for amounts not exceeding $25,000 from banks which accept demand deposits, and subscriptions in any amount from all other subscribers, will be allotted in full; subscriptions for amounts over $25,000 from banks which accept demand deposits will be allotted on an equal percentage basis, to be publicly announced. Payment for any certificates allotted must be made or completed on or before November 2, 1942, or on later allotment. As previously announced, Treasury Certificates of Indebtedness of Series A-1942, which maturo November 1, carry no exchango privileges, but such maturing certificates will be accepted at par in payment for any certificates of the series now offered which may be allotted. The text of the official circular follows: Regraded Unclassified 166 UNITED STATES OF AMERICA 7/8 PERCENT TREASURY CERTIFICATES OF INDEBTEDNESS OF SERIES D-1943 Dated and bearing interest from November 2, 1942 Due November 1, 1943 1942 TREASURY DEPARTMENT, Department Circular No. 700 Office of the Secretary, Washington, October 26, 1942. Fiscal Service Bureau of the Public Debt I. OFFERING OF CERTIFICATES 1. The Secretary of the Treasury, pursuant to the authority of the Second Liberty Bond Act, as amended, invites subscriptions, at par and accrued interest, from the people of the United States for certificates of indebtedness of the United States, designated 7/8 percent Treasury Certificates of Indebtodness of Serics D-1943. The amount of the offering is $2,000,000,000, or thoreabouts. II. DESCRIPTION OF CERTIFICATES 1. The certificates will be dated November 2, 1942, and will bear interest from that date at the rate of 7/8 percent per annum, payable on a semiannual basis on May 1 and November 1, 1943. They will mature November 1, 1943, and will not be subject to call for redemption prior to maturity. 2. The income derived from the certificates shall be subject to all Federal taxes, now or hereafter imposed. The certificates shall be subject to estate, inheritance, gift or other excise taxes, whether Federal or State, but shall be exempt from all taxation now or horeafter imposed on the principal or interest thereof by any State, or any of the possessions of the United States, or by any local taxing authority. 3. The certificates will be acceptable to secure deposits of public moneys. They will not be acceptable in payment of taxes and will not bear the circulation privilege. 4. Bearer certificates with two interest coupons attached will be issued in denominations of $1,000, $5,000, $10,000 and $100,000. The certificates will not be issued in registered form. Regraded Unclassified 167 - 2 - 5. The certificates will be subject to the general regulations of the Treasury Department, now or hereafter prescribed, governing United States certificates. III. SUBSCRIPTION AND ALLOTMENT 1. Subscriptions will be received at the Federal Reserve Banks and Branches and at the Treasury Department, Washington. Subscribers must afroo not to sell or otherwise dispose of their subscriptions, or of the securities which may be allotted thereon, prior to the closing of the subscription books. Banking institutions and socurities dealers generally may submit subscriptions for account of customers, but only the Federal Reserve Banks and the Treasury Department are authorized to act as official agencies. Others than banking institutions and securities dealers will not be permitted to enter subscriptions except for their own account. Sub- scriptions from banks and trust companies for their own account will be received without deposit. Subscriptions from all others must be accompa- nied by payment of 2 percent of the amount of certificates applied for, 2. The Secretary of the Treasury reserves the right to reject any subscription, in whole or in part, to allot less than the amount of certificates applied for, and to close the books as to any or all sub- scriptions at any time without notice; and any action he may take in these respects shall be final. Subject to these reservations, and within the amount of the offering, subscriptions for amounts up to and including $25,0 from banks which accept demand deposits, and subscriptions in any amount from all other subscribers, will be allotted in full; subscriptions for amounts over $25,000 from banks which accept demand deposits will be allotted on an equal percentage basis, to be publicly announced. Allot- ment notices will bo scnt out promptly upon allotment. IV. PAYMENT 1. Payment at par and accrued interest, if any, for certificatos allotted horounder must be made or completed on or before November 2, 1942, or on later allotmont. In every case where payment is not so completed, the payment with application up to 2 percent of the amount of certificates applied for shall, upon declaration made by the Secretary of the Treasury in his discretion, be forfeited to the United States. Treasury Certificates of Indebtedness of Series A-1942, maturing November 1, 1942, will be ac- copted at par in payment for any cortificates of the series now offered which shall be allotted. Regraded Unclassified 168 - 3 - V. GENERAL PROVISIONS 1. As fiscal agents of the United States, Federal Reserve Banks are authorized and requested to receive subscriptions, to make allotments on the basis and up to the amounts indicated by the Secretary of the Treasury to the Federal Reserve Banks of the respective districts, to issue allot- ment notices, to receive payment for certificates allotted, to make delivery of certificates on full-paid subscriptions allotted, and they may issue interim receipts pending delivery of the definitive certificates. 2. The Secretary of the Treasury may at any time, or from time to timo, prescribe supplemontal or amendatory rules and regulations governing the offering, which will be communicated promptly to the Federal Reserve Banks. D. W. BELL, Acting Secretary of the Treasury. ded i 169 October 26, 1942 CABLE TO THE SECRETARY OF THE TREASURY: Sent requested papers today. Treasury misses its Chief. Best regards. HENRIETTA S. KLOTZ 170 Mar Department Office of the Thief of Staff SECRET October 26, 1942 memorandum FOR Mrs. H. Klotz Paraphrase of radio received from Mr. Morgenthau: "Feeling fine. Please send TIME, LIFE, interesting clippings, and latest newspapers. Best regards. Please answer." FRANK T. HURLEY, Major-A.S.C., Exec. Asst. to Secretary, Gen. Staff. SECRET 171 October 26, 1942. Boar Mr. in behalf of the Constory, who 10 any from the city, I - acknowledging your Letter of October 23, melesing a personal copy of the report n the otabes of the Seviet AM Program. This material vill be placed is Me Just as - ⑉ be returns to Me office. Sincerely yours. (Signed) H. S. Klotz R. 8. Bots, Private Secretary. Homerable 22. Stettinies, Jr., Giften of Washington, 2. 6. 1 : . Returned to Stettinius at his request, 8/24/43 B/dbs IP/dbs Regraded Unclassified SEC OFFICE OF LEND-LEASE ADMINISTRATION 172 FIVE-FIFTEEN 22d STREET NW. WASHINGTON, D.C. E.R. Stettinium, Jr. Administrator October 23, 1942 The Honorable Henry Morgenthau Secretary of the Treasury Room 280, Treasury Department Washington, D. C. Dear Mr. Secretary, Attached herewith is your personal and private copy of the report on the status of the Soviet Aid Program, as of September 30, 1942. Needless to say, you will recognize the extreme secrecy of the data contained therein. Sincerely yours, E. R. Stertinius, JL Enclosure Page 173 Report on status of Soviet Aid Program as of 9/30/42: Returned to Stettinius at his request, 8/24/43 174 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE Oct.26,194 TO Secretary Morgenthau Mr. Hoflich FROM Subject: Shipment of Planes to British Forces During the week ending October 20, 1942, only 72 planes (52 combat planes and 20 trainers) were sent to British forces from the United States. This is substantially below the weekly average of 117 planes during the first six months of 1942. - 2 - 175 Table A - Shipments by Area Week Total Shipped Total Shipped Ending in 1942 since Oct.20,1942 to date Jan. 1, 1941 To the United Kingdom Light and medium bombers 11 666 1,827 Heavy bombers 2 148 252 Naval patrol bombers 2 83 185 Pursuit 13 1,016 1,327 Army Cooperation O 119 150 Trainers 0 0 24 Total to the United Kingdom 28 2,032 3,765 To the Middle East Light and medium bombers 23 560 890 Heavy bombers 0 9 5 Naval patrol bombers o 6 5 Pursuit o 704 1,552 Army Cooperation 0 58 58 Trainers 0 231 373 Total to the Middle East 23 1,559 2,884 To the Canadian Forces Light and medium bombers 1 80 248 Heavy bombers O 1 1 Naval patrol bombers 0 23 31 Pursuit o 30 72 Trainers 11 676 1,917 Total to Canadian Forces 12 810 2,269 To the British Pacific Forces Light and medium bombers 0 145 245 Naval patrol bombers 0 0 27 Pursuit 0 200 363 Trainers 0 12 117 Total to Pacific Forces o 357 752 To the British Indian Forces Light and medium bombers o 174 174 Pursuit O 40 40 Trainers 9 62 62 Total to Indian Forces 9 276 276 To the British West Indian Forces Army Cooperation 0 20 20 Total to West Indian Forces o 20 20 Totals Light and medium bombers 35 1,625 3,384 Heavy bombers Naval patrol bombers non 2 149 258 112 249 Pursuit 13 1,990 3,354 Army Cooperation 0 197 228 Trainers 20 981 2,493 Grand Total 72 5,054 9,966 - 3 - 176 Table B - Shipments by Types Week Total Shipped Total Shipped Ending in 1942 since Oct.20, 1942 to date Jan. 1, 1941 teht and Medium Bombers Boeing Boston III 0 15 39 Brewster Bermuda 10 32 32 Douglas Boston I,II,III 1 27 519 Lockheed Hudson 15 577 1,547 A29A (AC-151) 0 1 1 Ventura I o 12 12 Ventura Bomber 6 320 320 Martin Marauder 8-26A o 57 57 Baltimore 2 287 355 Maryland 0 0 150 North American B-25 1 118 118 Northrop Vengeance 0 144 144 Vought-Sikorsky Chesapeake 0 0 50 Vultee Vengeance o 40 40 eavy Bombers Boeing B-17 2 44 64 Consolidated Liberator 0 105 194 laval Patrol Bombers Consolidated Catalina PBY-5B 2 112 249 Pursuit Bell Airacobra 0 315 469 Brewster Buffale O o 168 Curtiss Kittyhawk o 905 1,287 Tomahawk 0 0 544 Grumman Martlett II 0 57 98 Martlett IV 13 140 140 Lockheed Lightning 0 3 3 North American Mustang 0 565 645 my Cooperation Fairchild 24 R-9 0 117 139 Pitcairn Autogiro 0 0 5 Vought-Sikorsky 0S2U 0 70 70 Vultee Stinson 049 0 10 14 rainers Cessna Crane I-A (AT-17) 0 97 97 T-50 0 86 700 Fairchild PT-26 Cornell 10 149 149 North American Harvard II 9 351 1,248 Stearman PT-27 1 298 299 Total 72 5,054 9,966 - 4 - 177 Table C - Plane Shipments to the British by Weeks Light and Naval Army Week medium Heavy patrol Coopera- Ended bembers bombers bombers Pursuit tion Trainers Total Weekly average of shipments in 1941 35 2 3 27 1 29 97 Weekly average of shipments in first 6 months of 1942 36 4 1 55 3 18 117 July 7, 1942 77 17 0 17 o 30 141 July 14, 1942 42 11 3 24 o 1 81 July 21, 1942 66 OR 3 0 2 4 83 July 28, 1942 39 0 2 0 6 46 93 August 4, 1942 32 0 4 27 38 8 109 August 11, 1942 59 9 6 70 OR 19 171 August 18, 1942 60 3 7 20 o 11 101 August 25, 1942 25 0 11 26 o 26 88 September 1, 1942 33 o OR 81 17 28 167 September 8, 1942 31 o 13 11 0 6 61 September 15, 1942 57 o 4 139 6 36 242 September 22, 1942 58 2 2 36 20 35 153 September 29, 1942 30 1 2 9 o 106 148 October 6, 1942 11 1 10 56 0 47 125 October 13, 1942 29 0 4 39 17 81 170 October 20, 1942 35 2 2 13 0 20 72 Total Shipments since Jan. 1, 1941 to date. 1 3,384 258 249 3,354 228 2,493 9,966 Total includes planes shipped in 1942 prior to March 17 which are not included in the weekly totals up to that date. Regraded Unclassified 178 OCT 26 1942 By dear Mr. President: I - snelesing report on our experts to some selected countries for the period ending October 10, 1942. Faithfully, (SIGNED) D. W.BELL Acting Secretary of the Treasury. the President, the White House. MB FILE COPY Regraded Unclassified SECRET 179 October 21, 1942 Experts to Russia, Free China and selected blooked countries as reported to the Treasury Department during the ten-day period ending October 10, 1942. 1. Exports to Russia Exports to Russia as reported during the ten-day period ending October 10, 1942 amounted to $14,564,000 as compared with $30,947,000 during the previous ten- day period. No planes or tanks were reported as ex- ported during this period. (See Appendix 0.) 2. Exports to Pree China Exports to Free China as reported during the period under review amounted to $1,885,000. Military equipment accounted for sixty-two per cent of the total. (See Appendix D.) 3. Exports to selected blocked countries Exports to selected blocked countries are given in Appendix A. Most important were exports to Switser- land amounting to $237,000. ISF/efs 10/23/42 Regraded Unclassified SECRET 180 APPENDIX A Sumary of United States Exports to Solected Countries as Reported to the Treasury Department from Export Declarations received During the Period Indicated (In thousands of dellare) Total Total 1.0-day 10-day Donsatic Exports Domestic Exports Period ended Period ended Aug. 2, 1942 to July 28, 1941 to Date 10, 1942 Sents 30, 1943 Oct. 10. 1942 July Re 1962 3. s. R. $ 14,564 8 30,947 & 265,071 $ 742,942 China 1,885 902 6,903 97,720 y 3/ ao 394 2,858 itserland 237 338 1,244 11,537 den 3/ 1 2,508 18,056 rtagel 2 254 563 9,743 meh North Africa 2/ - 47 2,088 6,305 asury Department, Division of Monotary Research October 21, 1942 Many of the export declarations are received with a lag of several days e mere. Therefore this compilation dues not accurately represent the actual shipment of & particular period. Includes Merceco, Algeria and Tunisia. Less than $500. /ate 10/21/42 Regraded Unclassified SECRET APPENDIX B 181 Exports from the U. S. to Free China and U.S.S.R. ad reported to the Treasury Department July 28, 1941 - October 10, 1942 z (Thousands of Dollars) Exports to Exports to Free China U.S.S.R. July 28, 1941 - Jan. 24, 1942 8 32,758 $ 98,902 1942 Jan. 26 - Jan. 31 6,938 9,608 feb. 1 - Feb. 10 2/ 4,889 13,315 eb. 10 - Feb. 20 4,853 26,174 Feb. 20 - Feb. 28 3/ 2,921 28,119 for. 1 - Mar. 10 2,879 32,509 lar. 10 - Mar. 20 8,058 28,556 Mar. 20 - Mar. 31 w 2 42,435 Apr. 1 - Apr. 10 4,836 51,698 .pr. 11 - Apr. 20 5,335 66,906 Apr. 21 - Apr. 30 2,827 50,958 day 1 - May 10 5/ 296 28,652 day 11 - May 20 1,872 18,000 7 21 - May 31 4/ 2,533 26,180 une 1 - June 10 3,399 12,764 June 11 - June 20 2,707 53.799 June 21 - June 30 1,664 49,919 July 1 - July 10 7,900 35,657 July 11 - July 20 590 33,940 July 21 - July 31 4/ 3,066 35,669 Aug. 1 - Aug. 10 208 14,970 lug. 11 - Ang. 20 192 23,325 Aug. 21 - Aug. 31 4/ 2,850 112,492 Sept. 1 - Sept.10 855 24,339 Septhill - Sept.20 11 44,434 Bept.21 - Sept.30 902 30,947 Oct. 1 - Oct. 10 1,885 14,564 TOTAL $ 107,226 $1,008,832 These figures are in part taken from copies of shipping manifests. 2. Beginning with February 1, figures are given for 10-day period instead of week, except where otherwise indicated. B. 8-day period. +- 11-day period. 5- Due to changes in reporting procedure by the Department of Commerce, this report is incomplete for the period indicated. asury Department, Division of Monetary Research October 20,1942 ISF/efe 10/20/42 Regraded Unclassified SECRET APPENDIX e 182 Principal Exports from U. s. to U. S. S. k. as reported to the Treasury Department during the ten-day period ending October 10, 1942 Value Unit of Thousands Quantity Quantity of Dollars) TOTAL EXPORTS # 14,564 Principal Items: Industrial machinery and parts - - 2,696 Aluminum and aluminum alloys Lb. 6,524,920 1,907 Aircraft parts and accessories - - 1,746 Copper, brass and bronze bars, plates, sheets, etc. Lb. 4,603,687 1,046 Meat products Lb. 3,707,041 854 Electrical machinery and apparatus - - 821 Motor trucks, automobile replacement parts, engines, etc. - - 614 Ammunition 558 .30 caliber balls No. 978,000 .45 caliber balls No. 1,646,000 .50 caliber tracers No. 286,000 .50 armer piereing No. 300,000 75 mm. high explosive shelle No. 12,000 Wire and manufactures - - 554 Iron and steel billets, bars, rods, plates, ets. - - 497 Dried 065 products Lb. 455,271 456 Lead, nickel, sine, quick silver or aeroury Lb. 1,124,256 365 Leather and manufactures - - 287 Explosives - - 263 Regraded Unclassified SECRET 183 PPENDIX e (Con't) Page 2 Value Unit of (Thousands Quantity Quantity of Dollars) Military trailers No. 27 136 Sub-machine guns .45 caliber No. 5,850 118 Parts and accessories for tanks - - 37 Parte and accessories for bridge building - - 20 Links and belts for small area ammunition No. 100,000 7 Nilitary equipment, n.e.s. - - 3 reasury Department, Division of Monetary Research October 21, 1942 7/efe 10/21/42 SECRET 184 APPENDIX D Principal Exports from U. S. to Free China as reported to the Treasury Department during the ten-day period ending October 10, 1942 (Thousands of Dollars) TOTAL EXPORTS $ 1,885 Principal Items: Military equipment 1,161 Printed matter 255 Tools 146 Electrical machinery and apparatus 83 Lubricating oils 50 Truck, bus and other easings and tubes 45 Wire rope, cable & electric welding rods & wire 40 Writing paper 38 Automobile replacement parts, hand trucks and push earts the Scientifie, surgical and medical instruments 11 Steel bars, plates, ete. 10 Chemicals and related products, n.e.s. 9 Industrial machinery and parts 3 Treasury Department, Division of Monetary Research October 21,1942 MVF/efs 10/21/42 Regraded Unclassified 185 OCT 26 1942 My dear Mr. Secretary: I as enclosing report on our exports to some selected countries for the period ending October 10, 1942. Sincerely yours, (SIGNED) D.W. BELL Acting Secretary of the Treasury. The Monorable, The Secretary of State, Washington, D. 0. Enclosure 10/21/48 MB FILE COPY SECRET 186 October 21, 1942 Exports to Russia, Free China and selected blooked countries as reported to the Treasury Department during the ten-day period ending October 10, 1942. 1. Exports to Russie Exports to Russia as reported during the ten- day period ending October 10, 1942 amounted to $14,564,000 as compared with $30,947,000 during the previous ten-day period. Military equipment accounted for G.) about twenty per cent of the total. (See Appendix 2. Experts to Free China Exports to Free China as reported during the period under review amounted to $1,885,000. Military equipment accounted for sixty-two per cent of the total. (See Appendix D.) 3. Exports to selected blocked countries Exports to selected blooked countries are given in Appendix A. Most important were exports to Swityerland amounting to $237,000. ISF/efs 10/21/42 Regraded Unclassified SECRET 187 APPENDEX A r I Itste I I s Comtries as Reported to the Treasury Department from Expert Declarations Reselved During the Period Indicated (In Thousands of Dellaws) Total Total 10-day 10-day Exports Dennstic Reports Pariod ended Period ended mg. 1, 1948 to July 25, 1941 to Origher 20,198 s. 8. B. 8 14,964 8 30,947 6 ms,072 s 748,941 - Chian 1,005 908 6,903 97,500 8 394 2,050 seriend 237 330 1,244 11,997 1 2,500 18,056 a 254 see 9,743 rendle Borth Africe a - 47 2,058 6,305 reasery Department, of Montary Records October 11, 2048 Many of the export declarations are reselved with a lag of several days w mm. Therefore this compilation does not accurately represent the actual shipment of a particular partod. Includes Hursen, Algeria and Tunisia. Less then 0900. 7/020 10/20/42 Regraded Unclassified SECRET APPENDIX B 188 Exports from the U. 5. to Free Chima and U.S.S.R. as reported to the Treasury Department July 28, 1941 - October 10, 1942 w (Thousands of Dollars) Exports to Exports to Free Chim U.S.S.R. July 28, 1941 - Jan. 24, 1942 8 32,758 6 98,902 1942 Jam. 26 - Jan. 31 6,938 9,608 Feb. 1 - Feb. 10 3/ 4,889 13,315 Feb. 10 - Feb. 20 4,853 26,174 Feb. 20 - Feb. 28 3/ 2,921 28,119 Mar. 1 - Ear. 10 2,879 32,50 Mar. 10 - Mar. 20 8,058 28,55 Mar. 20 - Mar. 31 2 42,45 P. 1 - Apr. 10 4,836 2,6 Apr. 11 - Apr. 20 5,335 66,90 Apr. 21 - Apr. 30 2,827 50,9 May 1 - May 10 5/ 296 28,6 May 11 - May 20 1,672 18,000 May 21 - May 31 y 2,533 26,100 June 1 - June 10 3.392 12,764 ao 11 - June 20 2,707 53.79 June 21 - June 30 1,664 July 1 - July 10 7,900 35,657 July 11 - July 20 July 21 - July 31 3,056 Aug. 1 - Aug. 10 208 Aug. 11 - Aug. 20 192 23,329 Aug. 21 - Aug. 32 2,850 118,49 Sept. 1 - Sept.10 855 84,33 Sept.11 - Sept.20 if 44,434 Bept.21 - Sept.30 902 30,947 Oet. 1 - Oct. 10 1,809 100 Total $ 107,226 $1,006,832 1. These figures are in part taken from copies of shipping manifests. 2. Beginning with February 1, figures are given for 10-day period instead of week, except where otherwise indicated. 3. 5-day period. 4. 11-day period. 5. Due to changes is reporting procedure by the Department of Connerce, this report so incomplete for the period indicated. Treasury Department, Division of Monstary Research October 20,1942 ISF/efe 10/20/42 Regraded Unclassified SECRET 189 APPENDIX 0 Principal Exports from U. s. to U. a. 9. R. as reported to the Treasury Department during the ten-day period ending October 10, 1948 (Thousands of Dellars) TOTAL EXPORTS # 14,564 Principal Items: Military equipment Industrial machinery and parts 2,696 Aluminum and alusinum alleys Meat preducts 1,907 Electrical machinery and apparates Meter trucks, auto replacement parts, engines,ete. Copper bars, pipos, tubes, wire, etc. wire and manufactures Iron and steel billets, bare, rode, plates, etc. Brace and bronse plates, sheets, etc. Dried $68 products Lead, nickel, sime and quick silver or sereury 365 Leather and manufactures 287 Rubber and manufactures 234 Gotton manufactures 219 Holybdonum ore and other metal, n.e.s. 216 Toels 174 Geal-tar products 112 Textile manufactures, n.e.s. 102 Dairy products " Relief supplies 91 Industrial chemicals Grains and preparations RK Treasury Department, Division of Monetary Research October 21,1942 MVF/efe 10/21/42 Regraded Unclassified SECRET APPENDIX D 190 Principal Exports from U. s. to Free Ohina as reported to the Treasury Department during the ten-day period ending Ceteber 10, 1942 (Thousands of Dollars) TOTAL EXPORTS 6 1,885 Principal Items: Military equipment 1,161 Printed watter 255 Tools 146 Electrical machinery and apparatus 83 Lubricating oils 50 Truck, bus and other easings and tubes 45 wire repo, cable a cleetrie welding reds & wire 40 Writing paper 38 Automobile replacement parts, hand trueks and puch earts 24 Scientific, surgical and medical instruments 11 Steel bars, plates, etc. 10 Chemicals and related products, n.e.s. 9 Industrial machinery and parts 3 Treasury Department, Division of Monetary Research October 21,1942 T8962742 Regraded Unclassified 191 NOT TO BE RE-TRANSMITTED COPY NO. 13 BRITISH MOST SECRET U.S. SECRET OPTEL No. 369 EGYPT. 24th. In the extreme North an enemy counter attack WAS repelled and our troops mopped up isolated resistance in their original final objective. One of our armoured brigades was engaged in the evening with German tanks in the area some 5 miles West of TEL EL MAKH-KHAD but the engagement was inconclusive owing to poor visibility. The passage of our arsoured forces during the night 24th/25th through the gap made in the minefield was delayed somewhat by enemy air and artillery action but eventually. it was completed soon after dawn 25th. There has boen no major tank battle 80 far but an armoured brigade of the First Armoured Division was reported in action against German tanks 25th morning and claimed several des- troyed. In the Southern Sector early on 25th en armoured formation passed through the gap made in the minefield by our Infantry but WAS held up by anti-tank gun fire from about 30 German tanks in hull-down position and by intense artillery find Numorous enemy prisoners were taken during this operation. OPTEL No. 370 Information received up to 7 A.M., 26th October, 1942. 1. NAVAL MEDITERRANEAN. A Naval demonstration simulating a sea-borne landing was timed to co-operate with advance of the Eighth Army at 10 P.M. 22nd. Three destroyers with eight motor torpedo boats, some tank landing craft and a con- voy of 4 ships took part. The motor torpodo boats were attacked by aircraft and one was hit but all ships and craft returned safely. BLACK SEA. 21st. A Russian submarine sank a medium sized oscorted ship off the SULINA CANAL. 2. MILITARY BURMA. 25th. Japanese occupied BUTHEDAUNG and MAUNGDAW, a small force of our troops opposed them and then with drew across the NAAF RIVER. 3. AIR OPERATIONS WESTERN FRONT. 24th/25th. MILAN. About 55 tons of bombo were dropped. 5 New Zealand aircraft took part, two emong those missing. 25th. 1 JU 88 was damaged over this country and 1 Beaufighter destroyed, crew safe. 25th/26th. A Hudson attacked a tanker off ST. NAZAIRE obtaining near misses. EGYPT. 23rd/24th. Bombers and Fighter Bombers attacked enemy gun positions, mechanical transport and camps securing many hits. Bostons laid smoke screens in front of our troops. 24th. Our main bember offort directed against enemy mechanical transport near grips in their minefields. Many direct hits TO vehicles. Our Fighter Bombers successfully attacked mechanical transport in the bettle area and landing grounds at EL DABA. Special Hurricanes obtained hits on ..B tanks. During this 24 hour period a record of over 1,000 sorties were flown. any air opposition slight, one Mosserschmidt destroyed. 11 of our sircraft are bissing. MALTA. 25th. 160 enemy and 65 Spitfire sorties were flown. At airdrome one Beaufighter was destroyed and 1 Spitfire damaged. 3 enomy air- craft were destroyed including 2 by anti-aircraft, one probably destroyed and one unerged. One Spitfire is missing. 6. HOME SECURITY Bombs dropped in TORQUAY area killed 18 persons. 6 others were Lilled and 6 are missing at SEAFORD. Regraded Unclassified 192 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE Oct.26,1942 TO Secretary Mergenthau Mr. Heflich FROM Subject: United States Military Strategy The following summarizes briefly the grand military strategy for the United States as advocated by Colonel Ivan D. Yeaten of Military Intelligence Service (in conversation on October 22, 1942): 1. The United States should abandon the policy of wide dispersion of its ferces. We should concentrate our full military and naval strength in one area where it can be effective. 2. We can make most effective use of our full striking power by concentrating our forces in the Pacific to deliver a knock-out blow to Japan. This calls for (1) withdrawing Lend-Lease aid from other areas, includ- ing Great Britain and Russia, (2) concentrating virtually. the entire U. S. fleet in the southwest Pacific, (3) gathering together a great invasion force in Australia, (4) making our way to Japan step by step, and (5) finally defeating the Japanese on their own soil. This process might require a year, possibly longer. 3. After eliminating Japan, we would be in a position to move through India, Iran, Iraq, Turkey and the Caucasus, and attack Germany on her eastern front with our full military strength. 4. This 1s the only possible way to attack Germany. The Nazis are 80 well prepared all along the European coastline that an invasion 1s impossible. We cannot establish an effective second front now in the Middle East because we cannot transport armed forces to that area as fast or in as great numbers as Hitler can. Regraded Unclassified 193 - 2 - 5. It will make little difference if the Nazis, in the meantime, defeat Russia and Great Britain, and fully consolidate their grip on all of Europe. Additional man- power, productive facilities and natural resources have no military importance for the Nazis, who are already manufacturing military equipment faster than it is being destroyed. Comments: It is interesting to note that Colonel Yeaton's strategy does not envisage a coalition war, but a. war in which the United States would proceed entirely on its own, and, if successful, would emerge as the sole victor. It would seem that this proposed strategy would fit perfectly into Hitler's strategy of defeating his enemies one by one. No comment is required on (1) the great difficulty of defeating Japan single-handed in the manner proposed by Colonel Yeaton, and (2) delaying the attack on German Europe until our British and Russian allies, with their present great military strength, have been defeated or greatly weakened. Regraded Unclassified