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Al Checchi

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Facts Are Stubborn Things

Posted: 02/28/2012 10:24 pm

Americans are clearly unhappy with the current state of the country, but there is nothing new about American dissatisfaction with the status quo. We are an upwardly mobile society imbued with a belief that the future will always be better than the past. However, in recent years, rather than rolling up our sleeves and addressing our problems directly, we have developed an obsession with assigning blame, making excuses, and evading responsibility.

During the post-World War II period, we dealt with huge social changes in matters of race, gender, and sexual preference. We transitioned from an industrial to service-based economy, from a large unionized private work force to a small one, and from an absence of public service unions to a preponderance of them. We fought and paid for wars in Korea and Vietnam as we have more recently in the Gulf. We experienced military buildups and contractions, dealt with violent civil unrest as well as non violent protest. We carried on through two impeachment proceedings, numerous assassinations, and much acrimonious partisanship. We experienced both conservative and liberal government, fought wars on poverty and reformed welfare. We dealt with inflation and deflation, stock market bubbles and busts, and financial crisis foreign and domestic. Our tax structures fluctuated wildly -- high marginal rates, low marginal rates, progressive brackets, flatter brackets, favorable and less favorable investment income treatments. And we changed the composition of government spending as political fashion dictated.

Much of our current political conflict seems to stem from our perceptions about fiscal policy -- how much we raise in revenues and how much we spend. We tend to look at the myriad different circumstances and personalities of the past and based on our politics draw cause and effect conclusions about our current situation. But what exactly did we do in the past?

John Adams famously said, "Facts are stubborn things. And whatever may be our wishes, our inclinations, or the dictates of our passions, they cannot alter the state of facts and evidence." If we look at the economic facts without prejudice, we must conclude that despite all the changes in our circumstances, booms and busts, activist and conservative government, war and peace, there has been a remarkable constancy and consensus in the actual conduct of our fiscal policy -- until recently.

FEDERAL GOVERNMENT
SUMMARY OF RECEIPTS, OUTLAYS, AND DEFICITS
AS PERCENTAGE OF GDP
RECEIPTS OUTLAYS DEFICIT
50's 17.2 17.7 <0.5>
60's 17.6 18.6 <1.0>
70's 17.9 20.0 <2.1>
80's 18.3 22.2 <3.9>
90's 18.5 20.6 <2.1>
2000-08 17.9 19.4 <1.5>
***
Average 17.9 19.7 <1.8>
***
2009-12 15.4 24.4 <9.0>

From The White House Office of the Management and Budget.


Despite all the unplanned events, all the changes that we have undergone, and the different ways we chose to get there, our economic policies have had a remarkable consistency of result -- raising revenues of about 18 percent of GDP, holding spending to about 20 percent of GDP, and financing manageable deficits of roundly 2 percent annually. However, without finger pointing or assigning blame, it is evident that what we are doing now not only differs materially but is unsustainable. We have been operating without budgets and apparently without any attempt to manage toward any financial targets or limits. The result is that we are collecting less revenue and making significantly greater expenditures as a percentage of GDP that yield far greater deficits to burden future generations.

The necessary path for our future is straightforward: restore the consensus fiscal policies that served us so well in the past -- raise taxes and spend less. There is nothing unique about our present circumstances. The laws of economics have not been repealed. Every challenge we face now, we have faced in one form or another over the past sixty years. We have to get back to basics, summons the will and self-discipline to make responsible revenue and spending choices, and stop playing the blame game.

Al Checchi is chairman of Join Together America, the former chairman of Northwest Airlines, and a former candidate for Governor of California. His new book is The Change Maker.

 
 
 

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11:27 AM on 02/29/2012
Why start at the 1950's? Why not the 1930's. I suspect you'll see quite a discrepancy during those years. Lets see, what happened in the 1930's? . . .
02:51 PM on 02/29/2012
Before World War II, the U.S. government played a much smaller role in the economy. However, to answer your question, during the 1930's, federal outlays averaged only 7.9% of GDP and revenues were 5.0% with deficits averaging 2.9%.
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BCubedReg
Everything is possible
08:37 PM on 02/29/2012
Actually, see the link below for the data for 1930-2016 (2012-2016 are estimates only)which is why I previously commented that these statistics you present as 'facts' are misleading. With out the cause/information behind the expenditures, the numbers are just raw data. As you will see the U.S. ran deficits every year from 1930 to 1950 (except for 1947-1949) which can directly be attributed to the great depression and WWII. considering the U.S. is coming out of the 'Great Recession, and a war with Iraq and Afghanistan. The numbers are very similar for the current democratic administration that walked into a debacle, as those conditions experienced by FDR and his administration.

http://www.whitehouse.gov/sites/default/files/omb/budget/fy2012/assets/hist01z2.xls
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DanInLA
10:46 AM on 02/29/2012
Outsourcing has been one of the greatest things to the world this last several decades. Multnational corporations have created some 30 million jobs outside of the US alone. Furthermore, they have given Americans access to technology on the cheap. This is a great time to be alive.
10:44 AM on 02/29/2012
Greece is the end game for Socialism. The government can't promise to provide the best of all worlds to all of its citizens and attempt to pay for it with borrowed money. It is just as true in the United States as it is in Greece. Capitalism provides the goods and services that people are WILLING TO PAY FOR WITH THEIR OWN MONEY and rewards those who provide them (think cell phones and tablets). This is much more just than a system that provides rewards for those with friends in government who pay for those rewards with other people's money. The level at which economic decisions are most effectively made is the INDIVIDUAL. The government hammer approach to all problems makes every problem look like a nail.
10:33 AM on 02/29/2012
1. The data conveniently only dates back to the 1950's, if the first great depression were included they would tell a different story regarding fiscal policy during a recession.

2. The data ignores 2 important other variables, global economic growth (which has slowed) and energy prices (which are still high despite a decline in global production).

I'm afraid that Mr. Checchi suffers from the same ailment that he chastises in his first paragraph: "cherry-picking" data.
06:47 PM on 02/29/2012
See response above to DScarrino. The data for the 1930's is consistent with the post World War II data. We ran average deficits of only 2.9%.

I didn't include the date on the 1930's in my article because the government did not assume its present role until after World War II. It was a much smaller operation before the war so the numbers weren't very relevant. Government was smaller; revenues were smaller; deficits were about the same.
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nothingchanges
too soon old, too late smart
10:00 AM on 02/29/2012
"The laws of economics have not been repealed"

No they haven't.

So where does all that money that the federal government is spending go?

The interest paid on the federal debt will be 20% higher this year than last, and will continue to climb as the debt total does.

The Military is up by about 8% as the wars in the Middle East region continue to drag our economy down.

And veterans pensions spending us up about 10%.

Social Security, Medicare, and the Military account for 63% of the total federal budget.

Where are we going to cut?

I would agree that cuts will have to be made. but not if the reasoning for the cuts is to give tax cuts to the wealthy.

When capitalists who make millions a year pay a tax RATE less than 1/2 of that paid by an employee making $34,500 annually, it's not too hard to see where the problem really lies.

Until the affluent privileged few are required to pay their fair share on paying down the debt, it will go no where but up.
01:47 PM on 02/29/2012
If all American would pay some Federal taxes that would help too. (At least $1 a year) They just take money from others because they didn't do anything with their life. Quit complaining about the rich that pay taxes and get on the 50% that don't. Getting rid of earned income credit would be a good start.
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Democrat in the South
Empathy, the most important word
09:56 AM on 02/29/2012
When "conservative" republicans want to lecture about facts.....BEWARE.......
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Democrat in the South
Empathy, the most important word
09:52 AM on 02/29/2012
Here are some facts;

We listened to Reagan who wanted to shore up Social Security by raising revenues for it and raising the retirement age (33+years ago). Now the 'conservatives' tell us it's broke and needs to be reformed/slashed/done away with...AGAIN!

We listened to republicans who took us to war without paying for it and said deficits don't matter while running up the largest deficits in history and threw it in the laps of Democrats and blamed Dems for republicans wild spending sprees. Now, all of a sudden they decided deficits DO matter, just not when it's republiclowns running them up.

Republicans spend Americas young soldier's lives and massive amounts of taxpayer money to fight wars for so-called freedom, security and Democracy in other countries. Yet, America is less secure and less free after the republicans got thrown out of power in 2008. We know those wars are about controlling natural resources.

Republicans scream that we need to "drill baby drill" more more more because that will help bring down gas prices. Yet gas prices are so high now that many people can't afford to drive and it is driving up the price of everything we depend on for survival and all that money goes into the pockets of rich men.

One thing we know for sure is when "conservatives tell us we need to be conservative it will cost Americans "everything". The cost of conservatism is too high.
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Democrat in the South
Empathy, the most important word
09:37 AM on 02/29/2012
'Facts aren't "stubborn", it's stubborn/dumb people who misinterpret facts and twist them to mean what they want them to mean.....Mr. Checchi.....
09:37 AM on 02/29/2012
Why do I get the feeling these numbers do not include the supplemental war funding during the Bush years?

Oh, they were off budget Enron style so they do not count?
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Trustfunded1
08:21 AM on 02/29/2012
Without greater amounts of cheap energy economic growth is impossible.
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BCubedReg
Everything is possible
07:05 AM on 02/29/2012
These aren't facts, they are statistics. The facts would be the underlying causes contributing to the wider margins between receipts and outlays such as 2 wars started under the Bush administration, Bush tax cuts and the prescription drug benefit for seniors none of which were funded under Bush.

Yes, the statistics present a grim picture that either revenue needs to increase or outlays need to be reduced. However many of the root causes reflecting the rise in percentage between outlays and receipts were not initiated during the current administration.

'There are three types of lies-- Lies, damn lies and statistics'. -- Mark Twain
10:48 AM on 02/29/2012
He didn't blame anyone, clearly he said that more than once.

But Bush didn't drive the trillion dollar pork bill. Which itself is a significant portion of the deficit.
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BCubedReg
Everything is possible
03:33 PM on 02/29/2012
Agreed he did not directly blame anyone. However numbers without underlying cause or reason are extremely misleading. As to the 'trillion dollar pork bill' you speak of--the stimulus bill was signed under Bush. Then senator's Obama and McCain voted for passage.
04:32 AM on 02/29/2012
We must remember that a part of the budget gap in the past few years has been due to one-off expenditures or reductions in revenue (e.g. stimulus bill, payroll tax cut). In fact, the trend line in the discretionary budget is already more or less on a sound timeline. Also there is already a centrist path to tax (including both income taxes and various taxes or fees tied to specific programs - such as airports, highways,etc.) and entitlement reform from Simpson Bowles, Gang of Six and even from Obama's Grand Bargain or whatever it was called. Just cut through the bureaucracy and get this done.
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Romeover
Civilization is for weaklings.
04:30 AM on 02/29/2012
We need to buy fewer I-Pads and wide-screen tvs, and more bridges and birth control.
10:52 AM on 02/29/2012
Folks can buy their one birth control, but certainly we need better roads and upgraded sewer systems as well as water treatment plants and wind farms.

Fewer unemployed, more education too, perhaps?
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Romeover
Civilization is for weaklings.
06:01 PM on 02/29/2012
Good point. Re the birth control: what I mean is that we (America and the world) need to start thinking about population control. Seriously.
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TS
I prefer to think of my micro-bio as half full
04:30 AM on 02/29/2012
I'm certainly not an economist, but if you look at the receipts and outlays, you'll see the obvious problem. A revenue problem is a deficit problem. The rise in the deficit doesn't seem that proportionally out of whack with other years when you factor in the lack of revenue. As the Clinton years proved, you can rack up big numbers in either the plus or minus column fast in an economy this size. It would have also been nice to see numbers that had more specificity and were broken out to address not just decades but rather economic downturns and/or shifts in tax policy of the scale that preceded our current situation.