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Dave Johnson

Dave Johnson

Posted: August 26, 2009 10:38 AM

The Bonuses and the Damage They Do

What's Your Reaction:

This post originally appeared at Campaign for America's Future (CAF) at their Blog for OurFuture as part of the Making It In America project. I am a Fellow with CAF.

This is a story we are all too familiar with: Wall Street vs. Main Street. Irresponsible behavior leads to bonuses for Wall Street while working hard and playing by the rules leads to unemployment and foreclosure for Main Street.

You've heard the elements of the story: For quite some time Wall Street and the banks were operating irresponsibly, fomenting a huge credit bubble which led to the financial collapse. At the end of 2008 millions and millions of regular people -- popularly known as "Main Street" -- began losing their jobs, losing their houses, losing their savings and forgetting about ever retiring.

Wall Street: Huge Wall Street bonuses are in the news: Bank Bonus Tab: $33 Billion

Nine banks that received government aid money paid out bonuses of nearly $33 billion last year -- including more than $1 million apiece to nearly 5,000 employees -- despite huge losses that plunged the U.S. into economic turmoil.

... The nine firms in the report had combined 2008 losses of nearly $100 billion. That helped push the financial system to the brink, leading the government to inject $175 billion into the firms through its Troubled Asset Relief Program.

The Cost: The same amount, used for the people, would bring over 2.5 million good-paying jobs.

The "financial collapse" bonus pool is $33 billion. For comparison, look at what $30 billion could buy for We, the People, if only we had some control over things. $30 billion is the amount requested in Senator Sherrod Brown's (D-Ohio) Impact Act. $30 billion = more than 2.5 million jobs:

"IMPACT (Investments for Manufacturing Progress and Clean Technology) creates a $30 billion Manufacturing Revolving Loan Fund to help small and medium-sized manufacturers finance retooling, shift design, and improve energy efficiency.

. . . the IMPACT Act could create 680,000 direct manufacturing jobs nationally and 1,972,000 indirect jobs over the next five years."

Gas Prices and Bonuses: Do you remember those soaring gas prices that hit Main Street so hard last year. They play a part in this bonus story. For some background, see Matt Taibbi's Rolling Stone piece, Inside The Great American Bubble Machine,

So what caused the huge spike in oil prices? Take a wild guess. . . . [Wall Street] persuad[ed] pension funds and other large institutional investors to invest in oil . . . The push transformed oil from a physical commodity, rigidly subject to supply and demand, into something to bet on, like a stock. Between 2003 and 2008, the amount of speculative money in commodities grew from $13 billion to $317 billion, an increase of 2,300 percent. By 2008, a barrel of oil was traded 27 times, on average, before it was actually delivered and consumed.

[. . .] But it wasn't the consumption of real oil that was driving up prices -- it was the trade in paper oil. By the summer of 2008, in fact, commodities speculators had bought and stockpiled enough oil futures to fill 1.1 billion barrels of crude, which meant that speculators owned more future oil on paper than there was real, physical oil stored in all of the country's commercial storage tanks and the Strategic Petroleum Reserve combined. It was a repeat of both the Internet craze and the housing bubble, when Wall Street jacked up present day profits by selling suckers shares of a fictional fantasy future of endlessly rising prices.

This fits our story because the top bonus-getter this time around is Andrew J. Hall. Hall "earned" it by helping to run up the price of oil last year. Hall is getting a $100 million bonus. (Thanks to previous years' bonuses Hall already owns a 1000-year-old castle called Schloss Derneberg. Go look at some of the pictures of what these nice Wall Street bonuses can buy.)

Here's some more bonus news: Goldman may pay out largest bonus pool ever,

Looks like things are back to normal, or perhaps even better, at Goldman Sachs Group Inc. (NYSE:GS) as the firm is reportedly on track to pay out its largest bonus pool in the firm's 140-year history thanks to soaring profits in the first half of 2009.

Yes, that's right "back to normal." Huge bonuses, in some cases the largest ever.

Main Street: Also back to "normal," the rest of the country remains mired in debt, unemployment, foreclosures, budget cuts and a health care crisis looks on, helpless to do anything about it because the functioning of their government has been captured by a wealthy few. Even before the financial collapse things were pretty bad. Wages had been near-stagnant for decades while costs rose, resulting in soaring credit card and other household debt. The savings rate had actually gone below zero. But not for Wall Street. While this was happening the finance sector had quadrupled to nearly 40% of all corporate profits and insiders were reaping tens and hundreds of millions and even billions for themselves.

There are many who say that these problems of debt and stagnant wages are because of Wall Street. Wall Streeters encourage companies to focus on maximizing short-term profit rather than investing in long-term stability. Wall Street pressure encourages companies to cut benefits, outsource jobs, increase workloads and eliminate customer services as much as possible.

These changes in business practices occurred partly because of the huge cuts in the top tax rates from the Reagan through the Bush years. It used to be that people built fortunes over time by carefully building businesses. But the tax cuts enabled "get rich quick" schemes that let a few benefit from chopping up and selling off once-stable companies, raiding pension funds, and so many of the business practices that have destroyed Main Street livelihoods.

This also happened because of deregulation. People were convinced that regulation of business "cost jobs," or a hundred other things we were told. Well it turned out that regulation was important. And it turned out that a few people reaped massive fortunes from the experiments in deregulation and tax cuts.

The Damage Done: While the bonuses are the largest ever, for public trust in their government and elected leaders this may equate to some of the most damage ever. People see these bonuses being handed out, paid for with taxpayer money, and they understand that their money is going out to the very people who destroyed the economy and their dreams. This kind of unfairness and injustice can tear apart the fabric of society. We are seeing elements of this in the disruptions at the Town Hall meetings on health care. People are angry at the way they are being treated, and the corporate right is channeling that anger into further demands for deregulation and favors for a few at the top.

While the stage was set for the bailouts and bonuses by the Bush administration, President Obama was elected to change things. Immense damage has been and continues to be done to the Obama administration in the public mind by these huge Wall Street bonuses. This set the stage for opposition to the health care plan. People feel that the President should find a way to stop this travesty. But instead he is seen as continuing it. His advisors are seen as being from Wall Street and unwilling to stand up against their friends and social and professional circles in which they live.

The Hope: President Obama has appointed a "Pay Czar." Kenneth Feinberg, who previously worked for free as head of the September 11th Victim Compensation Fund, has the job of "Special Master for Compensation." He will look at the compensation of the top 25 executives at these firms and decide if it is fair.

I think I speak for a lot of people when I say I want Mr. Feinberg to be aware that this bonus pool comes from taxpayer money, that the firms giving these bonuses wouldn't even be here if the taxpayers hadn't bailed them out, that the rest of the country - Main Street - hasn't seen a raise in a very long time, largely because of the policies of Wall Street, and that the bonus pool just happens to match the amount that would create 2.5 million jobs on Main Street through the IMPACT Act.

Mr. Feinberg, claw it back. Don't let these people get these bonuses, and be very public about it. The public needs to have their trust restored.

But more than that, the conditions that enabled Wall Street to benefit from destroying the livelihoods of the rest of us need to be reversed. Strong regulation needs to be reintroduced by the administration and backed up as necessary by the Congress. Top tax rates need to be increased back to where they were before Reagan to discourage this terrible "get rich quick" behavior and to reverse the concentration of the country's wealth among a top few. Most important: strong campaign finance and lobbying rules need to be implemented to remove Wall Street's ability to influence government. Truest and fairness need to be restored to our system.

 

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HUFFPOST SUPER USER
marinara
10:41 AM on 08/27/2009
1 Loser who is stuck in credit card debt = 1 Loser that can't enjoy the fruits of his labor.

Joe Sixpack has massive debts, Don't you know that Joe's loss is Banker John's gain? But the truth is that John has already spent the interest from Joe's loan. Therefore Joe is slaving for cash already spent out of existence.

Because Banker John went to the racetrack, and lost all of the yield on Joe's notes, Joe's payments will just disappear from the economy.

Don't you know that it's very fair for Banker John to lose all his money for his bad bets? But the truth is that Banker John lost money he never had. He ran up gambling debts for more money than he will ever take in.

Don't you know that Senator Bob wants to save the system for all the po' people in need? But the truth is that Senator Bob's been getting phone calls from the Goldman Sachs, the people running the Wall St. games. Goldman Sachs wants Banker John to pay up. Indeed they want to collect.

This is why the games don't last very long. Things that can't go on forever, don't.
10:50 AM on 08/27/2009
Joe Sixpack can stop making his payments. Joe Sixpack can foreclosure his house or declare bankruptcy and wipe out all his debt, particularly his credit card debt, and start over. This is the best way to resolve the debt problem in this country so we can move on-- thru Debt Destruction. If we continue to hang on to those debts, we've have a lost decade or two like Japan. ABout the banks, the Fed has put over a trillion dollars on its balance sheet. The Fed can continue to print money.
Will it cause inflation? Not any time soon, but ultimately it will. Will it cause a decrease in value of the dollar? Yes, but once we get it low enough and the country has liquidated most its debt, we can get our wheels churning, investment will come back, and the dollar will strengthen again going forward. Joe Sixpacks and the US overall will need more years to resolve this issue, but it can happen. The debt needs to be repudiated and destroyed.
09:09 AM on 08/27/2009
http://www.detnews.com/article/20090826/AUTO01/908260371/1148/Bankrupt-suppliers-seek-exec-bonuses

August 26, 2009
Bankrupt suppliers seek exec bonuses
Courts asked to OK paying millions as jobs, benefits are cut
Detroit News Washington Bureau
.
Southfield-based Lear, which is in the process of cutting costs by $350 million, won approval Tuesday to pay $20.6 million in bonuses to 29 execs.
Yet Van Buren Township-based Visteon Corp. wants permission to pay up to $80.1 million in bonuses.
And Northville-based wheel producer Hayes Lemmerz International Inc. wants permission to pay more than $10 million in bonuses, including as much as $6.7 million to its top five execs.
Just Friday, however, Hayes proposed canceling its retiree health and life insurance coverage for households covering 2,200 families. That move could save the company $140 million. Hayes bankruptcy plan also assumes the government's insurer will pick up its underfunded pension plan.
.
The potential $5.6 million bonus for Lear CEO Robert Rossiter.. Four others, including the chief financial officer, two division presidents and general counsel, could each get $1.6 million bonuses.

Visteon, which sought bankruptcy on May 28, wants to give bonuses of $80.1 million to top execs. Visteon seeking approval from bankruptcy judge on its bonus proposal, and has not yet ruled on Visteon's request to cancel health and life insurance benefits to nearly 8,000 retirees and their dependents, and future retirees -- a move that would save $31 million a year
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HUFFPOST SUPER USER
iblogleft
Certifiable
08:43 AM on 08/27/2009
Excellent.

Why is it that so few realize? It is mind boggling.
11:27 PM on 08/26/2009
Absolutely correct that Obama Admin has lost our trust with regard to (lack of) finance sector reform and the Admin's crony coziness with Wall Street. This has definitely spilled over into the healthcare debate. For if Obama cannot lead and protect the middle and working classes from a two track country, a two track recovery, then his agendas for energy, education and healthcare are non-starters. We will (and are) turning into a third world country. How many of third world countries have a world-class education system, innovative energy infrastructure and healthcare for all?

The lunatic townhallers, however, would be crazed about anything. Their frustration may have economic roots but it's also deeply connected to bigotry and their lack of comprehension of the complex world that we now live in. Things are so simple when when one can compare what one does not like to the Nazis.
09:27 PM on 08/26/2009
$30 billion in no way could create 2.5 millions jobs. That is pure fantasy. If investing $30 billion would be profitable to create anything close to that many jobs, then the private sector would have already invested in it long ago. Second, speculation didn't cause the price of oil to go up. Speculators just don't start buying things for no reason. The reasons, or causes, for the uptick in oil prices was the strongest global growth since the 1970s, huge money supply and loan growth worldwide, very low global spare oil capacity, and a weakening dollar. Those were the causes. Speculation was simply the result. Third, the idea that credit card another other household debt went up because of "near-stagnant wages" is wrong in several ways. No one forces consumers to spend money. If I make x and spend x+10, it's not because of my wages, but because of my poor money management skills. Individuals took on more debt because asset values increased dramatically, debt servicing costs (interest rates) were at record lows, and because it's cultural that Americans spend as much as they can then face the consequences after the fact. Also, real median household income per household member went up dramatically over the last three decades, and real disposable income has gone up even more as taxes have come down dramatically. Plus, folks have been able to refinance their homes to lower rates, freeing up large amounts of money to spend on other things.
09:57 PM on 08/26/2009
The private sector would rather gamble with CDS backed by TARP, you know that.

Speculators look for opportunity, not reasons or causes. inelastic demand near capacity is an opportunity, to reap nonlinear profits from linear reduction of supply.

Your concept of scale is all wrong.

the home loans were the horses the bankster leveraged bets on with Credit default swaps.

The Bonuses from TARP money are about the same as the value of the "toxic assets", the bad home loans.

The 600T$ derivatives market is 10 times the home loans and the stock market combined.

The gamblers are completely out of control

see my profile for primer on money economy and the crash.
HUFFPOST SUPER USER
Eggsackley
Organic gardener & growers marketer.
12:43 AM on 08/27/2009
Have your taxes come down dramatically? If so, you must be one of the rich who benefited from the Bush tax cuts. Mine have not gone down until this year, and then only because of the stimulus. I doubt that the real median income per household went up dramatically over the last three decades. If it did, it was because the income of the richest households rose hundredfold. The median is the midpoint, not the average. I don't think you are in touch with the reality most of us face.
08:14 AM on 08/27/2009
Taxes have come down dramatically even for the poorest Americans. Many low income Americans, for example, receive thousands of dollars back from the govt each year despite not paying anything in. This is because of the earned income tax credit and other deductions.

Real median household income per household member has gone up dramatically in the last decades. This is not the average. It's the median. It also takes into account inflation, which is what "real" means.

http://3.bp.blogspot.com/_otfwl2zc6Qc/SLWCRVSqwHI/AAAAAAAAFgs/aEXmkxBOraU/s1600-h/income1.bmp
08:25 AM on 08/27/2009
Right now there is a global glut in solar and wind production. The Senator apparently doesn't realize this. If companies thought that expanding production in a substantial way would be profitable, they would do it with private capital and there would be no need for special govt loans. The following charts sum up the solar industry:

http://finance.yahoo.com/q/bc?s=LDK&t=2y&l=on&z=m&q=l&c=

LDK solar: drop in price $75 a share to current $9 a share. Expected earnings: - $2.15 a share. That's a huge loss.

http://finance.yahoo.com/echarts?s=CSIQ#chart2:symbol=csiq;range=2y;indicator=volume;charttype=ohlc;crosshair=on;ohlcvalues=0;logscale=on;source=undefined

Canadian Solar is doing better. Their stock only went down from $54 to current $14, just a 75% drop. They're projected to make a little over a $1 a share, though they lost $1.5 a share in Q4 of last year. Do you think these guys want to expand capacity??
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HUFFPOST SUPER USER
mountainweb
Conservative Commonsense
05:09 PM on 08/26/2009
Here is the bottom line for those that have a hard time with commonsense and the real world, if you get paid a bonus regardless of success or failure, you are not going to work as hard...... and in modern business, when they fail and get a bonus then failure means you layoff people down line as if THEY failed.
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HUFFPOST BLOGGER
Dave Johnson
09:09 PM on 08/26/2009
I think that if you want rich people to work harder and be more productive RAISE THEIR TAXES. They will have to work that much harder just to make the same amount!
HUFFPOST SUPER USER
Eggsackley
Organic gardener & growers marketer.
01:01 AM on 08/27/2009
I'm with you on raising the taxes, but when you get them too high on the top, it is not always an incentive. Some will take more time off. In the 60's, I had a friend whose father only worked about eight months a year in his law practice because it would put him in too high a bracket if he worked all the time. Others will decide it is not worth it and get out of the game. My father designed a lot of homes on Hilton Head for some of those.
03:44 PM on 08/26/2009
So let me get this straight; you are hoping that Obama will get the money back?!?

You think that you can get the slop back from the pigs?

Good luck with that; the pigs have already eaten it.

Only solution? Eat the pigs. Any farmer can tell you that.
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HUFFPOST BLOGGER
Dave Johnson
09:08 PM on 08/26/2009
In the 60's "Eat the Rich" was a popular slogan.
03:41 PM on 08/26/2009
Two months ago Robert Reich was a guest on Bill Moyers Jounal (6.12.09). He was asked this question: "What has happened to capitalism that has led it to the abyss?"

Reich had this response: "Essentially, CAPITALISM HAS SWAMPED DEMOCRACY. ..."(Y)ou see, there's no such thing really as pure capitalism without rules and regulations that set limits on profit making, because otherwise it's everybody out for themeselves. Otherwise, nobody can trust anybody. Otherwise it's the LAW OF THE JUNGLE."

I could not agree more with Mr. Johnson's conclusion that Wall Street's influence over government is a dangerous threat to our Republic. Careful and robust regulation is a critical function of Congress and they are failing at this because their jobs depend on a steady stream of money from special interests.

Capitalism has SWAMPED Democracy. Time to drain the swamp and get rid of the parasitical insects who inhabit it.
HUFFPOST SUPER USER
Eggsackley
Organic gardener & growers marketer.
06:27 PM on 08/26/2009
I think the logical starting point is to get the payola out of politics by public financing of campaigns for public office, and forbidding any financing of campaign ads from any other source. Once the Congress and President are no longer beholden to corporate lobbyists we can get real reform and lock it into place by Constitutional Amendment..
03:12 PM on 08/26/2009
Those bonuses would have saved the "toxic loans" paid them off even.
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WASanford
I think, therefore I am mad as hell!
02:49 PM on 08/26/2009
We need a more steeply sloped progressive tax rate table. The amount of income in the top bracket needs to be taxed by at least ninety percent or more. We can not afford to continue rewarding the avarice of these people the way we have in the recent past. It will destroy us if we do.
03:10 PM on 08/26/2009
Amen brother. I worked 31 years and never got, expected or wanted a bonus. Our government let us down. Vote every elected official out.
03:43 PM on 08/26/2009
funny thing was our economy did just fine in the 50's thru the 70's when top tax brackets were 70-90%

so much for supply side trickle-on economics!
04:37 PM on 08/26/2009
The US economy in the 1950s was lackluster. One major reason Kennedy won the 1960 election was because the economy had been stagnating from 1957 through 1960. There was a big boom in the early 50s, but that was mostly due to production related to the Korean War, although a lot had to do with housing construction from huge pent up demand after two decades of virtually no construction. The economy boomed from 1964 forward because of the supply side Kennedy tax cuts and increased Vietnam war and Great Society spending. The economy was extremely strong in 1971, 1972, and 1973, but was riddled with inflation and labor problems. The recession from 1974 thru 1975 was the worst since the Great Depression. The massive 1980 and 1981-1982 recession was an even bigger recession, and the end to the failed high inflation union economy. The economy broke out of the 70s and early 80s doldrums when inflation peaked and taxes were cut.
02:42 PM on 08/26/2009
What's preventing a revolution?

As Dave said above: "People are angry at the way they are being treated, and the corporate right is channeling that anger into further demands for deregulation and favors for a few at the top." The Fairness Doctrine is among the many regulations we need to resurrect.

Great essay Dave! Thx!
jhNY
Mercy.
01:46 PM on 08/26/2009
Happy to see that there's somebody appointed czar to oversee the bonus payouts, but nobody seems willing or able to constrain those bastards from doing the things that earned them the bonuses-- the mortgage bubble, the run up of the oil price, etc. That's because the politicians we elected to serve us serve other masters-- campaign donors-- among whom are the Wall Street wizards who robbed the world and then came back threatening suicide till they got a handout from the Fed and the Treasury.

The nation has been made the guarantor of speculators, thanks to the frenzied doings of first Paulson and now Geithner, with plenty of support from Obama. As per usual, the politicians saved the banks first, and now argue over what they may or may not do for the rest of us. We are all corporatists now, and have devolved a form of governance in which there's plenty of socialism for the rich, and cold hard capitalism for everybody else. Money madness has destroyed our demiocracy.
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HUFFPOST SUPER USER
missouriwatcher
military veteran, veteran teacher, father, grandpa
03:42 PM on 08/26/2009
Yes, CEO and their bonuses are the new robber barrons sucking the life out of the economy. They should have stomped on these roaches long before now.
01:11 PM on 08/26/2009
Dave - you are one of the very best commentators here

You tie the whole thing together and explain it so as to leave nothing out and be easily ubnderstood

now - where is the outrage I ask?
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HUFFPOST BLOGGER
Dave Johnson
09:03 PM on 08/26/2009
Thanks. I am certainly outraged. That's why I write.
HUFFPOST SUPER USER
inmyhumbleopinion
Vote third party.
12:06 PM on 08/26/2009
What amazes me is that there hasn't yet been a revolution over this. Wondering what it will take for people to wake up and figure out the average person is being swindled by the scheming of Wall St. and corporate America, in general.