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Mike Lux

Mike Lux

Posted: August 7, 2009 12:02 PM

The Window Is Closing


Arianna Huffington's spot-on post yesterday about our country's broken financial system led with the sentence "The window for reform is closing." Which is word for word what Elizabeth Warren said to me in a conversation we had a few days ago. For all of the incredible power Goldman Sachs and JP Morgan Chase have, their Achilles heel is momentarily exposed because of the incredibly anger the American public justifiably has at them right now, and there is a window for at least some progress on this.

There is, ironically, another reason for urgency as well: as Arianna and I and others have noted in multiple articles in recent weeks, the big Wall St. traders are back to their old tricks, business as usual pure and simple. And those tricks are exactly what brought down our financial system over the last couple of years. With our economy in such fragile shape, their recklessness endangers us greatly. I've heard people say that if we don't fix the problem, we could be in danger of another financial meltdown 10 or 20 years from now, but that way understates the problem. With our economy as weak as it is, we could see another financial crisis next year, not 10 or 20 years from now.

The remarkable thing about all this is that the reforms the White House has proposed are so modest. The Consumer Financial Protection Agency is a commonsense, reasonable proposal that even the Republicans I know from the financial industry think makes perfect sense. For an old lefty populist like myself, I don't think it goes nearly far enough. But even this moderate policy is running into a violent assault by Goldman Sachs, JP Morgan Chase, and the American Bankers Association. If something this reasonable is opposed by these guys, it's a sign of how far out on the ledge these companies have gone in pursuit of making billions by unregulated gambling and chicanery.

The window is closing on financial reform, and the window is closing on health care reform. These are easily the biggest political tests of Obama's presidency, those that will determine whether his presidency is going to be a success. A president can come back politically from early failures on big issues, as Bill Clinton did, but if they lose the big early battles, they generally don't try to do anything big or ambitious again.

I wrote in my book The Progressive Revolution about how the pattern of American history is that every so often, the window to create big change comes open for a while, that the combination of crisis, leadership, and political movement make it possible to really make big positive changes in our country. That window is open right now, and President Obama, to his credit, is trying to keep it open by doing some big and important things. But if he gives up the fight and caves in to special interest lobbyists, or if Democrats in Congress don't back his play, or if the reform movements on these big issues can't deliver grassroots strength, then the window will slam shut. That would be an immense tragedy, because this country desperately needs some big changes, and because the Republican opposition to Obama is going down such a dark path.

This country has been very lucky for much of its history. But if we can't fight through the special interest muck and deliver big change soon, I fear that our luck could run out. The economic and political storm are gathering in the sky, and we can't afford to do nothing to change the dynamics.

 
 
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04:47 PM on 08/11/2009
It's not over yet. Members of the Committee for the Fiduciary Standard were invited to meet with Securities and Exchange Commission officials, a Treasury official and Congressional staff members to discuss the Committee’s five core fiduciary principles and its call to Congress to uphold the authentic fiduciary standard in new legislation. This editor is a member of the Committee.
SEC Commissioner Elisse B. Walter and SEC Commissioner Luis A. Aguilar held meetings with members of the Committee for the Fiduciary Standard at the SEC’s offices in Washington DC on July 29. The Committee also briefed Congressional staffers and a Treasury official.
More below:
http://www.wealthmanagerweb.com/News/2009/7/Pages/Five-Core-Fiduciary-Principles-Attract-SEC-and-Treasury-Interest.aspx
06:08 AM on 08/09/2009
In retrospect, the window may never have really been open with Obama. A commentator (Woodward, I think) said of George Bush that he was the captive of fixed ideas. In his case, that less government and lower taxes are always the answer, and that aggression is always the correct response to a threat. And that Bush was never able to question these basic assumptions about the world, even as they failed again and again.

In Obama’s case, he seems to be captive to the ideas that lasting change cannot occur without preexisting consensus, that America is too large to change except by slow increments, and that separation of powers means that Congress must always initiate change. Obama does not appear to have ever reflected that these assumptions may simply not be true, and may be as doomed to baffled failure as his predecessor.
06:40 PM on 08/10/2009
One of a president's roles is to inspire, energize, invigorate, whatever
you want to call it. To a large extent, it's Congress's responsibility to
'take the ball & run with it'. Would you suppose that Mr Obama would
be unable to apply his considerable charisma to motivate Congress to
do as he wishes? Can they ignore his irresistible charms? Perhaps so.

'separation of powers means that Congress must always initiate change',
because the President doesn't (even) get to propose legislation; he can
only 'suggest'.

One of the maneuvers Congress can perform is to 'imply' that a President
is weak, inexperienced (that would be Mitch McConnell), insufficiently
charismatic, or whatever, and therefore ok to ignore. FDR went around that,
as did JFK. LBJ had enough on Congress that they didn't even try. But it's
going to be up to the People, ultimately, to see that Congress understands
that they are expected to adhere to the President's 'suggestions'.
10:16 PM on 08/08/2009
Lobbyists own this country and that will be the case no matter how much reform is ever achieved. Until people realize that we are a corporate-military state, until we name the disease and look it squarely in the face, then no tangible change is possible.
03:53 PM on 08/08/2009
It is disappointing to watch a president who promised change in his campaign fail to deliver anything but the same old tired, ineffectual, half measures as usual. Unfortunately we've become too accustomed to, too complacent of, and completely alienated from this deceit thanks to the putrid cesspool called Washington DC.
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HUFFPOST SUPER USER
joebhed
Greenback Revolutionist
11:22 AM on 08/08/2009
"The remarkable thing about all this is that the reforms the White House has proposed are so modest."

uuummmmm.... sorry, Mike.
That is clearly an overstatement of what they are.
Paltry.
Miniscule.
peeppeedikin'.
Not worth the time of day.
And that is exactly why we don't support them.

All of the progressive, hanging-by-a-thread, supporters of Obama need to understand this.
If you want the rest of us to stick with it, then you need to put forward serious, comprehensive and robust reforms.
Something worth fighting over.
The bad news is, the window is closed on that option.
Thanks Rahm very much.

If your definition of healthcare reform is an obligation to have insurance, and if your definition of "financial-services" reform is a Financial Ombudsman for consumers, then you and Rahm are on your own.
A lot of progressives are not going to sign on for that fight.
Tell Rahm that his is not the progressive change that we believe in.
His could be the Republican plan.
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jmpurser
See My micro-bio
12:54 PM on 08/08/2009
Agreed. Once again, when Obama made ANY move in the right direction it was so small as to bitterly disappoint the left while sending the right into a foaming rabid seizure.
11:04 AM on 08/08/2009
The country may be indulging itself in some sort of 'malaise' (as Jimmy Carter
once put it), what with wars & healthcare & deep overseas debts, but with
the largest economy on the planet, we still have plenty of opportunities ahead.

Specifically, the economy is strong enough so that we can still get past our
debts, eventually, probably. That IS key to our future, and where& how we get
our energy is also key.

Anyway, the progressive era may well be just beginning anew, if we can avoid
this 'malaise' foolishness, which is mainly a crisis of confidence.

http://www.pbs.org/wgbh/amex/carter/peopleevents/e_malaise.html
http://hnn.us/articles/95308.html
05:40 PM on 08/10/2009
I will take such oddly optimistic comments as Paul Krugman's
NYT column today that showing some confidence is not even a
bad move, even when it's not *entirely* warranted.

http://www.nytimes.com/2009/08/10/opinion/10krugman.html

Call it 'the pixie-dust effect' if you like. Peter Pan thought the reason
he could fly had everything to do with pixie-dust, but it was actually
just confidence. (Similar deal for Dumbo.) So it is with real life. My
father was a great believer in 'the power of positive thinking' - turns
out he was right! Who would have guessed?
10:45 AM on 08/08/2009
Ranchers use antibiotics in cow feed because they feed cows corn, but politician won't complain about the consequences of feeding cows corn because Iowa is the first state to hold a presidential primary and although Iowa's population doesn't represent the general population, many Presidential Candidates drop out if they lose in Iowa, plus there are many corn states, so politicians keep the corn farming states happy by making the Public sick eating cows that ingest antibiotics to eat corn, but then the politicians tell us that Health Care Reform is too expensive because the public makes poor life-style choices like eating too much food, but the ranchers give antibiotics to the cows to produce food cheaply enough so that McDonald's can sell quarter-pounders and double-quarter pounders at prices cheaper than making dinner, but the politicians claim that forcing McDonald's to put nutritional values on their menu is Socialism and that Health Care Reform is Socialism, so to keep feeding the cows antibiotics to eat corn to re-elect the politicians, they deny us Health Care Reform by claiming to protect us from Socialism to cover their actual motivations for not alienating the companies that make antibiotics, the farming and ranching blocks, the fast food and processed food industries, and Health Insurance Industry, but since they can't say that and since most Americans don't have the attention span to read this sentence, they just say that "Obama-Care will kill your Grandma"!
10:35 AM on 08/08/2009
Window closing.....he's been in office less than a year. I am not a believer in false time tables. I'd rather time was taken and everything addressed openly and honestly then force agreements and concessions in order to pass something within a media set timetable.

Personally I see financial market reform as the most important issue today, but we are being told health care is the priority and we have to cave to the demands of the private for profit sector or accept we won't get anything. I don't think that's true. I think single payer can pass but perhaps right now isn't the time to push it. After we reform and regulate the financial system perhaps there will be true incentives to address it.
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beyondthepale9779
03:51 AM on 08/08/2009
I thought I was commenting about CLinton in Africa and health... mybad.
02:06 AM on 08/08/2009
"But if he gives up the fight and caves in to special interest lobbyists, or if Democrats in Congress don't back his play, or if the reform movements on these big issues can't deliver grassroots strength, then the window will slam shut."

If? Or this or that? It seems to me that ALL THREE things ARE ALREADY happening.

And therefore - unfortunately, and I wish I were wrong - I can only conclude that this country is in a decline the likes of which will eventually end up being a nightmare that no American who lived within the last 100 years and/or is alive today could ever imagine would ever happen.

I wish I could be more optimistic, but there it is.
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ProfessorDuh
06:20 AM on 08/08/2009
That's what I've feared for the last eight years.
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09:32 AM on 08/08/2009
It seems the rich have control of the government and it's a me, myself and I mentality.
dessertsfirst
because life is too short!!
01:56 AM on 08/08/2009
Our President is having a tough go of it, seeing the cards are all stacked against him. Wall Street is back to thumbing their noses at the govt and Main Street, who bailed their @$$es out -- albeit against our wishes. Remember a majority of us called and emailed the White House, and all of our senators and representatives begging them NOT to bail them out, but they did anyway. The big corporations and lobbyists are scaring he// out of the American people about health care reform, so that we will in turn "lobby" our representatives in congress to vote against the health care reform bill... the corporations and the insurance industry stand to lose big bucks if the President's plan passes, so you bet they are spending big bucks and working hard to defeat health care reform. In the end, the American people who voted for Barack Obama to change this corruption in DC, will again be undone, with nobody in our corner to do what is best for us.... looks like we need a miracle.
11:52 AM on 08/08/2009
It does not take a Corporation to scare the hell out of us with the Health Care Legislation coming out of committee. Those of that can read, read the stuff. We do not just go about life waiting for the Government to do it for us or tell us what we should want. READ the stuff that is being written.
01:40 AM on 08/08/2009
The financial industry, big pharma & big healthcare, big energy, and defense companies are elitist 'capitalist' cooperatives that run the US. No political communist party cooperative was ever as rich and politically powerful as these antidemocratic companies.
12:43 AM on 08/08/2009
I learned about the cycles or waves in US political history from Charles Forcey 30 years ago--which was the depths of the Age of Reagan or the Second gilded Age--whatever you want to call it. This era of free market capitalism lasted over three decades, then crashed and ended in a depression, as they always do. Capitalism only survives because of a massive infusion from the TARP and Federal Reserve.

In any event, there are reform waves every 30-40 years, and they usually last at least a decade. The last one was in the 1960s, so we were actually a little overdue for a reform cycle.

The Republicans are absolutely hysterical, which is typical of what happens to the conservatives in a reform period. They would do or say anything to stop the changes going on right now, but it will be futile. They will be banging their heads against the wall for at least a decade, as liberals and he left did in the 1980s and 1990s.

Obama does not have to worry about losing the elections in 2010 or 2012, no matter what the conventional wisdom of the moment might say. This reform era is just beginning, not ending, and the Republicans will not be making any real comeback before the 2020s, no matter how much they kick and scream. They are wasting their time, just as we often do during conservative cycles.
08:59 AM on 08/08/2009
This may be true but what happens when the Republican Party moves so far right they go off the cliff, and then Democratics move further right to fill the vacuum created? The media and others would have us believe it's the fringe liberal / progressives that are in favor of reform when in fact it's mainstream America who have no voice in the process.
09:40 PM on 08/08/2009
I think they already have moved to the right, at least in the economic sphere. Blue Dogs are essentially the new "moderate" Republicans. Clintonian Centrisism is the new Conservative, and Obama has become a devout disciple.

Also, just because the Republicans go off the cliff and become a permanent minority, doesn't mean they are out of control. Here in California, we have this idiotic supermajority requirement that allows a small number of fanatics a veto on any budgetary issue (which, in practical terms, is almost everything). The Senate has a similar supermajority system, the no-effort filibuster, which will lead to a similar destructive downward deadlock in the Federal system, even as Democrats maintain a supposed majority control.
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Wallysmom
What Washington needs is adult supervision.
10:12 AM on 08/08/2009
This comment says it all. Far beyond the above article. There is no window that is slamming shut in the coming months. Only artificial ones projected by the right-wing that serve their purpose in proclaiming the presidency as a failed one. Time dragged on with literally no progress in economic or health care for the entire breadth of Bush's presidency. He was a one-hit wonder who fixated on the Iraq War to the detriment of all other policy change and progress. Obama, in my opinion, should be afforded the same time period. To say "I can only conclude that this country is in a decline the likes of which will eventually end up being a nightmare that no American who lived within the last 100 years and/or is alive today could ever imagine would ever happen." is exactly the mindset Republicans would like American's to be in. Then, like some dramatic fashion, they and they alone can come flying in like some political superhero to save the day. Unfortunately they are not Batman, only batty.
10:16 PM on 08/07/2009
They could have done things differently, of course, and some people had other suggestions, such as doing what FDR did in 1933. Nationalize these banks that were failing and just take all the bad assets right off the books--put them in some kind of special fund and let them be sold for pennies on the dollar.


That would include the dead assets from AIG, Fannie, Freddie and the rest. Those nationalized firms could have been recapitalized by the Fed, but operated in the public interest. This could have been done very quickly, and it might have to be done anyway if there's another crash.


They could have created a national investment bank tied to the Federal Reserve to aid the cities and states facing bankruptcy, and also be used for investing in green technologies, high speed rail, housing, and so on.
11:10 PM on 08/07/2009
The thing about the bank and AIG bailout is that we already have laws in place to deal with their problems. Our government is obligated by the law to intervene in an insolvent institution and place them in conservatorship or receivership and dismantle them. The law doesn't say the taxpayers are obligated to hand over trillions of dollars to these corrupt institutions. Our government basically subverted the law and socialized their losses.
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CaptD
Freedom From Nuclear Fascism...
09:43 PM on 08/07/2009
I suggest that to make the proposed Health Plan easy to understand, we should demand that Congress should agree to void their current Health Care plans and accept the proposed Health Plan that they want the rest of America to use! That way, we all would get quality care and not just a token plan change!

If Congress won't agree to use "their" new Health Plan why should we have to?

Fair is Fair, All American's would be wise to promote the same idea!