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Peggy Drexler

Peggy Drexler

Posted: December 1, 2008 04:08 PM

The End of Normal


Historic changes are rattling this country to the core. Rising economic fear, a reordering of global power, an assault on trust, the energizing promise of new leadership -- all are coming together to reshape the future and alter our expectations.

This is the first in a series of columns in which I will look at how we will emerge from an uncertain and unsettling time to offer my thoughts on who we'll be.

I was talking to my 16-year-old daughter the other night about the barrage of unsettling economic news.

She asked: "Are we going to be all right?"

I wanted to tell her that we have seen this before, that the government knows how to fix these things, and that in a year or so, it will all be back to normal.

The problem is that we haven't seen this before, the government doesn't seem to know what to fix it let alone how to fix it, and there is every reason to believe that normal is a whole new place -- and we won't know what it is until we've spent some time there.

So the best I could do is say: "We're all going through a very difficult time right now. We have a new team of leaders coming in. They are already working on it."

She didn't press. Good thing -- because that was about all I had.
Actually, it's all any of us have.

Some of the unanswered questions are immediate -- as in, how to keep the financial system from exploding in a shower of nightmare scenarios.

Others play out longer.

Sure, we've seen people hijack the system before. In the 80s they swapped inside information about companies they were about to plunder. In the 90s, they continued to tout the new economy even as the realities of the new economy were throwing sand in the gears of a system that promised the end of downturns.

This is something different.

This isn't twenty-something Silicon Valley celebrity executives losing their Porsches. This is the third generation Buick dealer shuttering the showroom. This isn't a glut of mansions on the market in Greenwich. This is people who finally got their fenced in back yard and a dog for the kids going back to the apartment. This isn't the loss of a bonus. This is a comfortable retirement earned over a lifetime decimated in a matter of months.

The professional seekers of silver linings will find their positives.

This had to happen because we were living beyond our means. This will recalibrate a value system that has somehow equated worth with wealth -- where we spoke with pride about the size of screens and numbers of toilets.

But all of these hopeful notions of recovering our souls and rediscovering our values seem to have an air of temporary penance about them. We did stupid things. We did short-sighted things. Some of us even did illegal things. But we've learned our lesson, and next time -- we'll get it right. We'll get back to where we were -- just like the 80s, and just like the 90s.

But it is becoming increasingly clear that we may not get back to where we were for years. Some say that by the time we get back to where we were, it will no longer be there.

In a recent New York Times article economist Ben Stein said: "... we know from observation that an industrial economy can run well below capacity for a long time." He concluded that "This whole thing is not guaranteed to end in smiles." Or as John Maynard Keynes put it much earlier: "the markets can remain irrational longer than you can remain solvent."

The generation moving into retirement has had a peek or two at the abyss, and they have seen the country bounce back. A new generation, by historical standards, had an incredibly benevolent run.

Both will be tested. We will come out of this, but we may come out diminished and disappointed. We're a country that has an abiding sense of who we are. How we handle what is ahead will tell us who we'll be.

Historic changes are rattling this country to the core. Rising economic fear, a reordering of global power, an assault on trust, the energizing promise of new leadership -- all are coming together to ...
Historic changes are rattling this country to the core. Rising economic fear, a reordering of global power, an assault on trust, the energizing promise of new leadership -- all are coming together to ...
 
 
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11:39 PM on 12/06/2008
The reason why the ranting and raving about politicians and CEOs doesn't impress me is twofold. First, we citizens did a terrible job monitoring our own fiscal well being. We forgot that "what goes up must come down. We decided not to look too closely and enjoy life. And those who were thrifty are in financial difficulties too. Second, we can f fault our elected officials as they figure out how to salvage this mess we are in but we wouldn't solve it t any better than they will. Not spending money might collapse the entire economy and spending money might bankrupt the country. If we are lucky, neither will happen. We are a community, a very large community and if we collectively roll up our sleeves and do what is right we will stave off the worst.

We need new values. "Share and share alike" is how we will dig ourselves out of this crisis and businesses, made up of folks like you and me, must decide that keeping people employed is a worthier goal than pay raises and bonuses. Put pressure on your executives to roll back their salaries and if your company announces layoffs, offer to work fewer hours for less pay so your co-worker can keep his job. Buy American and share what you have. Be compassionate to those who have lost their homes and their livelihoods. These folks are suffering and they need our help, not our judgement.
02:27 PM on 12/03/2008
I'm just amazed at the total lack of understanding of capitalism. Society is not supposed to repay business any obscene losses. That's why it's called taking a risk. Didn't any of these congressmen take an economics class in college? Where is the intelligence?
And aren't the auto companies a little embarrassed to be begging? Where is the pride?
06:44 PM on 12/03/2008
Amen, sistah. There's no logic whatsoever to making me bail out the corner dry cleaner who fails to handle her business correctly and fails. So why in the world should I have to hand cash to millionaire automakers?
And why should I help people who took on mortgages for way more than they could afford so they could live in huge houses they don't need, while I have lived in a tiny house and paid off my debts?
I always say: "Never look for logic when politics are involved." I think that's got to be the reason.
06:25 PM on 12/02/2008
Peggy,

To make my comment I'm going to cite part of one of your own: "The problem is that we haven't seen this before, the government doesn't seem to know what to fix it let alone how to fix it,

I see comments like this all over the web....and whether you know it or not what you are saying, unconsciously wishing for is an entire new government leadership....because you are absolutely right.

Not one of these current clown in our congress or even our state legislatures, democrats and republicans alike, don't have a clue of how to do a single thing but spend spend spend, like spending was THE panacea!

We need government representatives that will run this nation as they would their own homes and lives, with responsibility and accountability which we defintely DO NOT currently have.
12:25 AM on 12/05/2008
How can representatives run the government as they would run their own homes? Most of our representatives are constantly running for their next election,every 2 years. Because of that they are rarely "home" . How are they running their own homes? Would like to know.

We do know that the fundraising they do , and the "deals" that they make, all compromise their ability to keep their values and principals when trying to run this government.

They all need to be more responsible to "main street"...the people who elected them. And be totally accountable for their actions. I guess that would occur only in a "perfect" world and we have fallen so far from that "Idea" that it does not seem possible today. Perhaps in the distant future.
04:56 PM on 12/02/2008
"We will come out of this, but we may come out diminished and disappointed."

-------------

Peggy, perhaps you are hedging your bet to protect your daughter or yourself from actual dread. For many, this will likely go considerably beyond "disappointed".
06:39 PM on 12/02/2008
Neverdull,

Our nation came out of the Great Depression of the 30's didn't it.....all it took was ten years of strife and starvation people today cannot even imagine, plus four long years and millions of U S soldiers lives lost due to our national involvement in a second world war.

If that what it takes "to come out of it" again...you can have my share of it.
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DomainDiva
Aviation SaaS Entrepreneur and Technical SME
04:25 PM on 12/02/2008
Now the rest of the world gets to join the experience of the world of commercial aviation. We have lived this nightmare since 1982.
Chironomid
To read is human; to comprehend divine
02:15 PM on 12/02/2008
Life in America is changing inexorably and, in economic terms, definitely for the worse.

I have a MS degree, a good job, a nice home and car. My wife and I make an income that 10-15 years ago would've funded a pretty plush lifestyle. But as too many of you know, salary growth in the US hasn't come anywhere near keeping pace with increased costs of living. Every raise I've gotten for the last 5 years is wiped out by increased health care premiums. My world in terms of travel, entertaining, luxuries, etc. gets smaller every year. Now, its work 2 weeks, pay bills and buy food and gas, and wait another two weeks and hope nothing goes wrong. I haven't traveled in years. I gave up microbrews and developed a taste for Budweiser. I have full health coverage, but I can't afford to pay my $300 annual deductible, so really, I only have coverage for emergencies. When I need a new pair of running shoes, a new round of personal economic planning goes with it.

But, I'm not complaining. I don't have a need to go around gobbling up the planet to pad my fat ar$e. I'm enjoying watching the mega-scale changes -- it's very interesting. The roots are many -- global, national, local. But, every time I see someone across a counter from me who is probably making $8 an hour and can't take a leak when they need to, I wonder how they make it.
11:02 AM on 12/02/2008
This is not a Democracy. It is a Hypocracy.
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TheIndependenceParty
Cranky yankee and a rehabilitated ex-Republican
10:39 AM on 12/02/2008
"Capitalism" has always put a premium on money and assets over people and their lives. Turns out capital can disappear in a very short time, and printing more money means nothing unless people are engaged in meaningful work of some kind from which they can earn a "living", ... read paycheck.

It was not the worker that failed the corporations but the reverse. The board rooms of the world need a good cleaning.
01:57 PM on 12/04/2008
We have seen capitalism fail as surely as the USSR saw communism fail.

Fail to take care of it's people. Enrich the rich at the cost of the poor, and middle classes. And ultimately come crashing down.

It's greed, when the executives make 400X or 4000X what their lowest paid worker does. It's sin, for lack of a better word.

When stockholders profit because jobs get exported overseas, it's sin. Sin against your fellow American.
10:27 AM on 12/02/2008
I think we need to focus less on the Dow Jones Industrial average and Christmas
retail sales as a measure of how we're doing, and substitute a Gross Happiness
Index which instead would measure how many hours we have volunteered,
how many hours we have spent outdoors with our children, and so on.
09:12 PM on 12/04/2008
Great idea. I'll remind my single-parent friend of this the next time she mentions moving out of her apt. and onto my couch because she can't afford to feed her kid anymore.

I'd wager for a lot of Americans right now, of the ones who are lucky enough to still be working, their hours spent volunteering and their hours spent outdoors with their children are approaching zero because they can't afford to put in the time doing anything other than working.

One can only assume that you are one of the financially privileged if you would make such an out-of-touch comment, and I don't begrudge you that--particularly since, given your sentiments, I assume you DO volunteer and put your means to good use, and thank God. But under the current circumstances, your rosy view borders on insensitivity. It's hard for people to tally the hours spent playing with their kids when their waking hours are spent worrying about how to feed them.
10:19 AM on 12/02/2008
We've all heard about the trickle down theory. We have experienced it the last eight years. Little taxes was supposed to encourage business and the upper class to invest in jobs. How has that worked out for us? I see my son who works for a dealership worrying about his job and how he will have to pay the mortgage if he is laid off. Now the governor of California says the state is in a bleak financial situation. Republicans want more cut backs. I thought when we paid our taxes we would get good teachers and schools and policemen and decent roads on which to drive. Just how far do these people expect us to cut back? How many more people are going to lose their jobs? Taxes today on the upper class are smaller than they have ever been in our country. We have huge national deficits but no one wants to pay the piper. President George Hubert Walker Bush said no new taxes and then proceeded to tax us. That took moral courage. He tried to do what is right for our country. Do any of our leaders think of the health of our state or nation beyond what is political expedient?
01:58 PM on 12/04/2008
Trickle down worked great. Millions of Chinese workers are living better than they could have ever dreamed. Americans, not so much.
09:27 AM on 12/02/2008
I am not so sure the situation is that much different now. I look at it as good old greed. Washington eliminated practically every regulation. CEO's pay and bonuses where tied up to performance, WITHOUT any punishment if things went bad. Leverage reached astronomical levels. The perfect environment to go play.

Say you hold a $200,000 loan and you leverage it 40 to 1, you have 8 million play money, and you loose it. You go to the government and ask for 8 million.

People knew all that but they looked the other way. Do you think only your 4 year old needs a nanny? All those "financiers" need a nanny, too.

What is new is the realization of how much we depend on the well being of the average person, who has been neglected for a very long time.
02:00 PM on 12/04/2008
>...the realization of how much we depend on the well being of the average person, who has been neglected for a very long time.

Brilliant!
07:54 AM on 12/02/2008
Another "inconvenient truth" no one seems to want to seriously address is that we are simply too sucessful as a species, there are just too many of us. The earth is groaning under the strain of providing for 6 billion plus people. We've gobbled up most of the ocean's table fish and are hacking down its forests. Now that the oil's running out and climate change is accelerating, we are in for a huge reckoning. We must be pro-active with population control and alternative energy or it's going to get very, very ugly for the human race.
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LoyalOpposition
07:15 AM on 12/02/2008
Why do you quote people (Ben Stein?) who have been around during this entire mess and were never right before? I say go to the new voices. They are out there with the answers, but no one is asking the "new," they just go down the same old beaten path.
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PhilipTaylor
Legalized Bribery is an Oxymoron - must END
12:59 AM on 12/02/2008
Why Returning to Normal May be Difficult and Take Time

The problem is the Magnitude of "TOXIC" Products these Bankers produced while unregulated. So far Paulson and Bernake have PUMPED in $7.7 Trillion into the Banksters hands, who created this Crisis.

The problem is the Banksters may have created from $100 to $500 Trillion in "TOXIC PAPER". The gains from this were taken by the Banksters in EXCESSIVE FEES and $100's of millions in incomes per Executive and $10's of millions per lower Level Employees of these Banks. Resulting in probably Trillions extracted by the Richest People in the World from the Economy.

America does not have $100 Trillion to cover all the "TOXIC" waste these Banksters created and have on there books because people stopped buying it with the housing crisis. So this may be too much for our systems to handle.

It is amazing that an Administration in collusion with Wall Street were able to create such a Magnitude of "TOXIC" waste in just EIGHT YEARS! It shows what can happen when Banksters are not CONTROLLED by a President who Allows Regulations to go unenforced and allows new TOXIC Products to be issued without any Evaluation.

Millions are out of work, and millions more are under-employed. The average Retired person has seen 60% or more of their RETIREMENT DISAPPEAR! Foreclosures are at a Lifetime High and Homelessness has increased in record amounts.
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rich misty
Greed is not Patriotism
07:54 PM on 12/05/2008
The 2008 market cap on unregulated derivatives was 661 Trillion before the market froze. It will take 18-24 months to unwind all these contracts and assign the losses.

6-8 years to recover from.
11:41 PM on 12/01/2008
America has reinvented its self several time the only thing close to this would be the Great Depression of the 1929 to 1940 but this is necessary to purge the system we have gotten it so screwed up it is unreal. We are going to have to do like FDR did in the 1930 try several things was does not work throw it out and try something new. This did not happen over night it started with the deregulation of the Reagan Administration and continued through Bush 1 and did not turn around during Clinton because he did not have enough of a majority to get anything done during the first four years then he was totally over whelmed by the Republicans in congress. Then came Bush 2 and things really went down hill. The Republicans will tell you as they did in 1929 given time we can correct it but don't believe it.