I'm pretty sure I stole that interpretation from this guy: http://moldbuggery.blogspot.com/ - I spent a while looking for the exact article, but didn't find it. Most of them are very interesting anyway. He's a fascinating character, and even if you don't like him, he refers to great primary sources. But do watch out for three of his big biases: 1) assuming everyone is as smart as he is; 2) growing up as a "Brahmin" (his neologism); 3) preferring that the U.S. solve its own problems somehow (patriotic but very difficult).