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John R. Talbott

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Through the Looking Glass and Into the Crazy World of Economics

Posted: 09/11/11 09:20 PM ET

I was thinking about all the things we are doing to try to get out of this economic crisis. Do any of the following steps make sense and why aren't economists speaking out against them?

I know economists can't control everything in the world, but can't they at least speak out publicly against some of this nonsense that violates common sense? It seems to me the economics profession has been captured by corporate and banking interests and political posturing that violates all sense of reason and logic.

  1. To control our deficits we keep proposing plans to cut taxes and increase stimulus spending instead of raising taxes and cutting spending.

  2. To lower government debt we keep adding to it.

  3. To control too big to fail banks we are making them bigger.

  4. To increase confidence in our government, our Fed is counterfeiting trillions of new dollars.

  5. To encourage jobs here in the states, we are giving tax breaks to companies that outsource overseas.

  6. To strengthen wages here we are emphasizing greater trade with $1-an-hour low wage countries.

  7. To strengthen democracy we are encouraging more corporate involvement in politics and political advertising.

  8. To encourage education we are raising its price, making it more difficult to finance and allowing big subsidies for phony for-profit colleges.

  9. To fight against systemic risk and the fact that all correlations go to one during crises we are increasing insurance programs and allowing huge interconnectedness through CDS default insurance market where everyone guarantees everyone else against default.

  10. To address the debt overhang we are avoiding debt restructurings, bankruptcies and paying all creditors 100 cents on the dollar when they get in trouble.

  11. To address lack of regulation in banking, politicians are campaigning on removing more regulation and freeing industry to create jobs.

  12. To address huge inequality we are proposing additional tax breaks for wealthy and corporations and the use of a regressive VAT and suggesting that these "job creators" wealth will eventually trickle down.

  13. To encourage people to work we are paying unemployment benefits, some of which I would guess is going to middle-aged people who simply will retire once the benefits run out.

  14. To solve our funding problems in SS we keep cutting the taxes needed to fund it.

  15. To cure runaway healthcare costs we keep adding benefits such as paying for drug purchases and insurance coverage for poor.

  16. To control industry's lust for profits at all costs to society, we allow corporations and banks to write their own regulations through lobbying and campaign influence.

  17. To encourage aggressive arrests of financial perpetrators we allow SEC and Justice Department lawyers to move to high-paying jobs at law firms serving banks.

  18. In a global recession, we encourage each country on earth to increase exports even though exports is a zero sum game.

  19. To control corrupt managements and financial middle men we encourage greater indexing and diversification with less shareholder involvement in the oversight of individual company managements.

  20. Given that the banks leverage dramatically increased systemic risk and threatens the stability of the global financial system, we allow banks to pay dividends and reduce capital and increase leverage.

  21. In a world of too little savings and too much debt, we cut interest rates to punish savers and encourage adding more debt.

  22. To solve the problem of a lack of transparency at the banks, we allow them to hold non-performing assets for life and not mark them to market.

  23. In a housing market awash in oversupply of unsold homes, we give huge tax breaks to homebuilders to keep them in business and keep them building more unwanted new homes.

  24. To save countries like Greece that have too much debt, we lend them more money instead of forgiving debt.

  25. After the biggest economic bubble in modern times with outsized consumption financed with money borrowed against our homes, we object if prices want to deflate to more normal levels to help consumers.

John R. Talbott is a best selling author and economic consultant to families. You can read more about John at www.stopthelying.com.
 
 
 
 
 
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05:56 PM on 09/12/2011
Neoclassical Economics in America is not a social science, but a religion worshiping the very wealthiest. Facts are unwelcome there, as science is in houses of worship. As in theology, dissenters are labeled as heretics, whatever the evidence they bring.

http://www.amazon.com/Invisible-Handcuffs-Capitalism-Tyranny-Stunting/dp/158367229X/ref=sr_1_1?s=books&ie=UTF8&qid=1315864452&sr=1-1
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05:52 PM on 09/12/2011
"To encourage people to work we are paying unemployment benefits, some of which I would guess is going to middle-aged people who simply will retire once the benefits run out."

who cares if people lose everything.. just economic collateral damage.... and it's not me or anybody I know.
05:26 PM on 09/12/2011
The reason for all the lack of common sense in economics starts with the most basic incorrect premise of economics- that growth is forever and perpetual. As the Earth is finite in size, this is of course impossible, and we have reached the limits of how much resources and energy we can deplete in the cause of economic growth. We are getting diminishing and even negative returns on growth.

Due to this basic incorrect premise of infinite growth, we have all these contradicting solutions as to grow ourselve out of all our problems. When you are using the problem of growth to act as the solution, you of course you will violate many tenets of common sense along the way.
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AlanBannacheck
President of the Deep Thoughts Association (DTA)
05:59 PM on 09/12/2011
That's why a new economic model focused instead of sustainability is warranted. Eventually even this won't be sufficient and a model based on degrowth will have to occur. In the meantime more and more will enter the abyss of dehydration, starvation, and despair.
07:31 PM on 09/12/2011
So true. Unchecked growth is cancer, which is how we got here.
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des946
Consultant
03:41 PM on 09/12/2011
NPR - national Public Radio just had a show discussing how the markets are being prpelled by arbitrsage;and how one hedge fund earned 2% return last month by using a program to analyze millions of "tweets" per day to analyze whether to buy or sell. Too many Americans are being manipulated to buy and sell by the Market "insider" propagandists. If people would just hold what they have, these market insiders would die because of their inability to squeeze profits from their arbitrage. The market "insiders" have fine tuned their manipulations of the markets to squeeze every last dollar that they can from investors . . . when are people ever goong to wise up to the ways that they are being fleeced? They have become so sophisticated and complex that they are destroying the markets. Now they ar psuhing nearly 0% interests rates to force/induce more people to invest in the markets where they can be further manipulated and fleeced. There is little integrity in the stock markets.
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Michael Niemeyer
Salus populi suprema lex esto.
03:22 PM on 09/12/2011
Someone (the guy who wrote the article) doesn't understand the difference between microeconomics and macroeconomics.
04:26 PM on 09/12/2011
Someone (you) doesn't understand that they're connected.
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ccairnes
"Pessimism of the intellect, optimism of the will"
02:42 PM on 09/12/2011
Reminds me of that Neil Simon play "Fools".
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yogfthagen
01:23 PM on 09/12/2011
21. We need people with no money to start spending money, so lowering the interest rate helps in that respect. Savers are expected to find a better return on their money, by funding riskier investments like start-ups.
22. No argument.
23. The homes are WANTED, they just can't be financed with the current credit conditions. The issue is financing.
24. The money we lend to them is to pay off their immediate needs. Forgiving their debt will make them a poor risk for future investment, and they will go under even faster, as they will need to jack up interest rates on their bonds, making the borrowed money cost more.
25. Deflation will affect wages for the working class before they affect prices. With workers making less, it puts the economy into a deflationary spiral. Less pay => less demand => layoffs and fewer workers => less demand => more layoffs => less demand => etc.
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HTooley
polysci gone awry
07:11 PM on 09/12/2011
That's why the banks especially fear a double dip. It will have a good chance of putting us into a deflationary spiral. There will be no tolerance for another TARP to bail out the banks the next time around.
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humanbeing-rick
Born in the USA 1947
01:15 PM on 09/12/2011
Hear! Hear! Shout it from the town tower, let the truth be told. This is either insanity, or cronyism. And I suspect the latter, they sold themselves out to the almighty dollar.

"It seems to me the economics profession has been captured by corporate and banking interests and political posturing" - Self evident fact.
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yogfthagen
01:14 PM on 09/12/2011
6. If we encourage FAIR trade (unions overseas), we will end up with overseas workers with disposable income, and a demand for US products.
7-12. No argument
13. People who have no income will quickly lose their housing, car, possessions while lookign for new work. Without those things, they have a MUCH harder time getting another job. In addition, putting that kind of a threat on people basically guarantees that they spend less money, further damaging the economy. Having them WORK while on unemployment (on what, exactly?) would hamper their efforts to get another job.
14. Raise the ceiling.
15. Prevention is cheaper than cure. An anti-cholesterol drug prescription is MUCH cheaper than triple bypass surgery.
16-20.- no argument.
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yogfthagen
01:05 PM on 09/12/2011
1. Missing the timeline. Cutting taxes and increasing spending right now will increase economic activity, so later on taxes can be raised and spending cut without driving us into recession. or worse.
2. See 1930 and 1937. Cutting government spending in a recession is the surest way to make the recession worse. Don't kill an anemic economy by cutting governemnt spending. Because, at that point, the deficit will get a LOT worse due to no tax revenue and far more people needing government services.
3. I'm not going to argue with you on this one.
4. Trillions of dollars of wealth werte lost when the housing bubble burst. Either the Fed "counterfeits" more money (which is a patently absurd statement, as the Fed's main job is to control the money supply) and equalizes the money supply, or it watches a depression that kills all economic growth.
5. Not going to argue with you.
01:22 PM on 09/12/2011
2 what about the historically largest govt growth of 31-36' and 38-48'? that had nothing to do with prolonging depression i guess..
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yogfthagen
01:40 PM on 09/12/2011
Hoover did EXACTLY what the GOP is proposing we do today.
And the economy went from a bank panic in 1929 to a full-fledged Depression in 1933, with the economy in free fall.
Without MASSIVE governemtn intervention, we would have ended up like many other coutnries at the time.
In full revolution.
Did it prolong the depression? I don't see how letting the free market fix itself could possibly have worked. The only thing that FIXED the economy was World War II, the biggest Keynesian experiment the world has ever seen. And it worked, too.
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des946
Consultant
03:43 PM on 09/12/2011
"The Fed" is a PRIVATELY OWNED BANK that operates primarily for the profit of its PRIVATE OWNERS . . . if you don't understand that, then you do not know what is going on. Perhpas you should readRon Paul's book: End the Fed" . . . or look up all of the information on the internet.
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yogfthagen
05:51 PM on 09/12/2011
You lost me at Ron Paul. Aside from taking the US out of modern economies and back to the economies of King Phillip of Spain, the Fed is a central bank.
If you want the central bank of the US to not be held by PRIVATE HANDS, then the government needs to take it over. As a PUBLIC, government owned bank, your major objection to it would be gone, right?
No, of course not. The Invisible Hand takes care of everything.
Because, without a central bank, then speculators will have the ability to mess around with the value of the US dollar. Those speculators would include foreign governments. Governments that don't necessarily like us.
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Jody Dobis
12:31 PM on 09/12/2011
Thank you Mr. Talbott. It is fitting that on the same page as your article, we have Jamie Dimon complaining that the government is hurting his ability to make profits. Let's all shed a tear for Mr. Dimon and have a moment of silence for his worries. Marketing and PR is an integral component to the selling of business products and political visions in the United States. Unfortunately for the middle class, it's appropriate use has moved from usable information to extreme propaganda that has and continues to move the country in the exact opposite direction from common sense solutions, as the author has demonstrated in his list, to either feel-good-all-is-well or the-end-is-near scenarios. While I and many others see the weakness and pure self interest that many of these ideas present, why isn't the vast majority of Americans seeing the same facts in the same way? If we keep tripping over the answers towards a better economic outcome, how will we ever get out of the dark and into the light?
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efreilly
12:12 PM on 09/12/2011
What is the point of this? No one espouses all of these things -- I'm even not sure anyone espouses any of these things. It's like you just took things that don't make sense to you no matter who said them and throw them up in a list. But most of them are just non-sequiturs without context. And then you just lay them at the feet of "economists" -- as if all economists think the same.

I guess some are posted to underscore irony in some of the policies and proposals that are out there, but there's no grand unifying theme to the criticism, and as such, it is largely incoherent. You don't really elevate the discourse if you gloss over the competing interests behind some of these things. I may not agree with the conservative economists on many things, but at least i know they have some school of thought informing their opinions. I'm not sure what the school of thought is here other than to undermine the field of Economics as a whole.

Or maybe I should just lighten up.
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groland
socially left, fiscally right
02:35 PM on 09/12/2011
There is a grand unifying theme here. First of all, his comments are neither conservative nor liberal, Republican nor Democratic. Second, it shows the mismanagement of crises. We seem unable to do the most obvious. The questions is why?

I believe we cannot do the most obvious because there are people advocating against these positions such that we end up with a mish-mash of counterproductive policies. Debt restructuring and /or forgiveness seems obvious, but banks will not allow it they would rather own worthless, foreclosed homes, just for example.
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des946
Consultant
03:49 PM on 09/12/2011
"Debt forgiveness" equates to the undermining of capitalism and the integrity of our business practices . . . and it alsom undermines the value of whatever is owned or the savings of thsoe who lived prudently within their incomes. So, if you advocate "debt forgiveness" you undermine the principles of integrity, and personal responsibility for one's own well being. Why should the prudent and reasonable people abide by the laws and principles of capitalism when those who do not are "rewarded"? "Debt forgiveness" is a slippery slope from which there is no return. It would merely be an encouragement for everyone to try to :work the system". Integrity is required to provide faith and confidence in business matters; and to provide stability.
02:36 PM on 09/12/2011
Actually, the Very Serious People(like Krugman calls them) all around the world espouse EXACTLY these very same, contradictory, oxymoronic policies/concepts, they stake their political careers on them, Self interest not withstanding, they are just facts. and this is a fantastic list that spells them out in all their fallacy
ThatsTheTheWayItIs
religion, ideology, partisanship are delusional
12:05 PM on 09/12/2011
About half of the statements are wrong. Won't bother to say which ones, leave it to reader. Ask yourself: as a Liberal, which of them best match your view of the world as a struggle between capitalism and socialism? Those are the ones that are wrong, as wishful thinking and denial always are.

Once you pick a side, ideology or religion, you can't see reality. Advocates never see facts.
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Protocolor
空耳モード
12:35 PM on 09/12/2011
Lol! One could also say "Ask yourself: as a Conservative, which of them best match your view of the world as a struggle between capitalism and socialism? Those are the ones that are wrong, as wishful thinking and denial always are."
ThatsTheTheWayItIs
religion, ideology, partisanship are delusional
01:05 PM on 09/12/2011
I actually think the main human division is between those who see life (and the economy, relations with other nations) as competitive, and those who see life as cooperative.

My micro-bio is really pointing out: the divisions of party and ideology are vague, not consistent. For example, conservatives favor limited government, liberals favor more government for people's own good. So which should be against Fed law protecting innocent unborn while forcing women to give birth? Conservatives, right?

No person believes all the required beliefs of any ideology, party or religion. They go along with a bunch due to dogma and punishment of heretics. I get called troll here regularly for expressing my real views. As if Progressives know the correct view on everything, no different than an Inquisition.
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johntalbs
Author of Survival Investing
01:33 PM on 09/12/2011
Which means half the statements are right which is better than Babe Ruth at bat and a lot better than this congress.
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11:41 AM on 09/12/2011
Very good article.

TBTF has to be taken into RECEIVERSHIP/BANKRUPTCY RE-ORGANIZATION so the TRILLIONS in worthless impossible-to-pay "debt assets" are writtne off before a real recovery can take hold.

That means a new world post-Wall Street/City of London.
11:40 AM on 09/12/2011
All true. Remember the good old days when One World Order was just a conspiracy theory?