No discernible pattern on a prospective basis

From What the Dog Saw by Malcolm Gladwell. A great example of the importance of context in decision making and how prospective forecasting is always the red-haired step-child to hindsight.

In the fall of 1973, the Syrian Army began to gather a large number of tanks, artillery batteries, and infantry along its border with Israel. Simultaneously, to the south, the Egyptian Army cancelled all leaves, called up thousands of reservists, and launched a massive military exercise, building roads and preparing anti-aircraft and artillery positions along the Suez Canal. On October 4th, an Israeli aerial reconnaissance mission showed that the Egyptians had moved artillery into offensive positions. That evening, AMAN, the Israeli military intelligence agency, learned that portions of the Soviet fleet near Port Said and Alexandria had set sail, and that the Soviet government had begun airlifting the families of Soviet advisers out of Cairo and Damascus. Then, at four o’clock in the morning on October 6th, Israel’s director of military intelligence received an urgent telephone call from one of the country’s most trusted intelligence sources. Egypt and Syria, the source said, would attack later that day. Top Israeli officials immediately called a meeting. Was war imminent? The head of AMAN, Major General Eli Zeira, looked over the evidence and said he didn’t think so. He was wrong. That afternoon, Syria attacked from the east, overwhelming the thin Israeli defenses in the Golan Heights, and Egypt attacked from the south, bombing Israeli positions and sending eight thousand infantry streaming across the Suez. Despite all the warnings of the previous weeks, Israeli officials were caught by surprise. Why couldn’t they connect the dots?

If you start on the afternoon of October 6th and work backward, the trail of clues pointing to an attack seems obvious; you’d have to conclude that something was badly wrong with the Israeli intelligence service. On the other hand, if you start several years before the Yom Kippur War and work forward, re-creating what people in Israeli intelligence knew in the same order that they knew it, a very different picture emerges. In the fall of 1973, Egypt and Syria certainly looked as if they were preparing to go to war. But, in the Middle East of the time, countries always looked as if they were going to war. In the fall of 1971, for instance, both Egypt’s President and its minister of war stated publicly that the hour of battle was approaching. The Egyptian Army was mobilized. Tanks and bridging equipment were sent to the canal. Offensive positions were readied. And nothing happened. In December of 1972, the Egyptians mobilized again. The Army furiously built fortifications along the canal. A reliable source told Israeli intelligence that an attack was imminent. Nothing happened. In the spring of 1973, the President of Egypt told Newsweek that everything in his country “is now being mobilized in earnest for the resumption of battle.” Egyptian forces were moved closer to the canal. Extensive fortifications were built along the Suez. Blood donors were rounded up. Civil-defense personnel were mobilized. Blackouts were imposed throughout Egypt. A trusted source told Israeli intelligence that an attack was imminent. It didn’t come. Between January and October of 1973, the Egyptian Army mobilized nineteen times without going to war. The Israeli government couldn’t mobilize its Army every time its neighbors threatened war. Israel is a small country with a citizen Army. Mobilization was disruptive and expensive, and the Israeli government was acutely aware that if its Army was mobilized and Egypt and Syria weren’t serious about war, the very act of mobilization might cause them to become serious about war.

Nor did the other signs seem remarkable. The fact that the Soviet families had been sent home could have signified nothing more than a falling-out between the Arab states and Moscow. Yes, a trusted source called at four in the morning, with definite word of a late afternoon attack, but his last two attack warnings had been wrong. What’s more, the source said that the attack would come at sunset, and an attack so late in the day wouldn’t leave enough time for opening air strikes. Israeli intelligence didn’t see the pattern of Arab intentions, in other words, because, until Egypt and Syria actually attacked, on the afternoon of October 6, 1973, their intentions didn’t form a pattern. They formed a Rorschach blot. What is clear in hindsight is rarely clear before the fact.