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Robert Kuttner

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American Policy Made in China

Posted: 11/20/11 09:37 PM ET

Last week, President Obama forcefully declared that the United States would not withdraw from the Asia-Pacific, telling the Australian Parliament that he was dispatching 2,500 Marines as well as ships and aircraft to serve at a base in the Australian port of Darwin. The message, in case anybody missed it, was unmistakably directed at China.

But while Obama was making symbolic military gestures, his administration was doing nothing serious to contest China's growing threat to America's economic base. That threat is spelled out in an official government document that should be mandatory reading for all of us -- the annual report of the U.S.-China Economic and Security Review Commission, released last Thursday.

What's noteworthy is that this is a bipartisan commission created by Congress, and that all of its 12 commissioners, six Republicans and six Democrats, signed off on the report.

The basic findings: China is a mercantilist and authoritarian state that is determined to appropriate not only U.S. jobs but also U.S. advanced technology through illegal subsidies, suppression of worker rights, and deals with U.S. industry that are one part lucrative carrot (cheap wages, state capital) and one part illegal stick (if you want to do business in China, take a Chinese partner and share your trade secrets). Even then, you must produce mainly for export back to the U.S., not for sale in China.

Worse still, U.S. industry has been happy to take these deals, which makes them a domestic ally of the China lobby. While our government periodically makes half-hearted complaints that the Chinese currency, the Renminbi, is seriously undervalued, American corporations like that just fine -- because it makes their exports to the U.S. from Chinese factories even cheaper. The U.S. Chamber of Commerce, which fights industrial policy at home, lobbies fiercely against any pressure from Washington against Beijing's mercantilism.

So while the Obama administration flails around with small-bore military gestures and bipartisan free trade deals with smaller countries, it does not dare to challenge the grand bargain America's corporations have made with China, or China's own illicit policies.

Among the Commission's more important findings:

The U.S.-China trade gap continues to widen, especially in advanced technology. China sold the US $81 billion in advanced technology products in the 12 months ending last August, and imported just $13.4 billion worth. The total trade deficit with China was a record $273 billion, more than half of America's total trade deficit with the world. By mid-2011, China's overall trade surplus of $3.2 trillion was up $800 billion in just a single year.

Although China agreed in 2001 to stop explicitly requiring foreign companies to surrender their technology to China in return for market access and investment opportunities, the government in Beijing still employs several tactics to coerce foreign firms to share trade secrets with Chinese competitors. China's industrial policy in general and its indigenous innovation policy in particular seek to circumvent accepted intellectual property protections and to extort technology from U.S. companies.

These requirements and extortions explicitly violate prohibitions of the World Trade Organization.

China is becoming a national security threat, both because it is an increasingly important player in the supply chain for advanced components no longer made in the U.S., and because of its sophistication in cyber-warfare:

The U.S. government, foreign governments, defense contractors, commercial entities, and various nongovernmental organizations experienced a substantial volume of actual and attempted network intrusions that appear to originate in China. Of concern to U.S. military operations, China has identified the U.S. military's reliance on information systems as a significant vulnerability and seeks to use Chinese cyber capabilities to achieve strategic objectives and significantly degrade U.S. forces' ability to operate.
Despite the threatening and unpredictable conduct of North Korea, the Chinese Communist Party appears to have calculated that its interests are better served by the support of the [North Korean] regime than by its removal. Likewise, China's relationship with Iran undermines international efforts to curtail Iran's pursuit of weapons of mass destruction and support of international terrorism.

China continues to be an autocratic, one-party state that brutally represses dissent, even as it becomes a more effective state-led, pseudo-capitalist world power. Despite China's increasing productivity, the Chinese government suppresses domestic consumption so that it can have ultra-low wages and cheap capital to build its economic machine and bribe American industry to collaborate with its mercantilism. Its state-owned industry sector is still immense, as its favoritism for domestic companies in its public procurement.

Because of the American reliance on Chinese capital to finance the U.S. public debt and American capital markets and because so many of our largest corporations have made their separate peace with the Chinese regime, we may have already reached a tipping point where Washington is unwilling to make more than token complaints that Beijing knows not to take seriously. Though China's suppression of the value of its currency has been thoroughly documented, Treasury Secretary Geithner has repeatedly refused to formally cite China as a currency manipulator, which would compel the U.S. government to pursue sanctions.

While the West teeters on the brink of a second recession and perhaps a collapse of the Euro, China's autocratic state capitalism is largely unchallenged by either the U.S. or Europe. After the most recent European summit meeting desperately sought to cobble together a new bailout fund, European leaders went hat in hand to Beijing, where they were told in no uncertain terms that if they wanted China's help, they needed to stop pressing trade complaints and change China's status from "non-market" to "market" economy. This is how China exercises its immense leverage to tilt the playing field even more extremely in Beijing's favor.

As the Commission reports, this is the 10th year of China's provisional membership in the World Trade Organization. Though the U.S. government and others still have some leverage to change China's behavior, if they choose to use it, the Commission reports that China hopes gradually to "strong-arm its way into market economy status, and shake free of restrictive terms and obligations in its [WTO] accession agreement."

Many Americans naively emphasize China's great progress in improving its educational system. While we can only applaud the social strides China has made, the source of America's growing economic disadvantage vis-à-vis Beijing lies elsewhere.

While Republicans and Democrats elsewhere agree on nothing, all commission members after extensive testimony and study agreed on the mounting threat of Chinese mercantilism. The problem is that other Republicans and Democrats -- such as those in Congress and in the White House, have a much more benign view of the Chinese government and continue to naively promote a "free trade" that China doesn't practice.

And while U.S. industry occasionally complains about the outright theft of intellectual property, for the most part the largest corporations like the deal they have with its outsourcing, its cheap and docile labor and its capital subsidies by the Chinese government. The Commission reports that this costs the U.S. between 600,000 and 2.4 million jobs.

It is ironic that both the Republican jingoism, support for expanded democracy overseas, and saber rattling against other perceived threats, and the Obama administration's desire to look credibly tough in the Pacific, both stop well short of defending America's real national interests against Beijing.

As for those 2,400 Marines soon shipping out to Australia, they just might have the sweetest posting of any U.S. servicemen and women anywhere. Reenlistments should be no problem. Our newly truculent policy toward China might as well be called "Throw another shrimp on the barbie."

Robert Kuttner is co-editor of The American Prospect and a senior fellow at Demos. His latest book is A Presidency in Peril.

 
 
 
 
 
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HUFFPOST SUPER USER
lambdin1
What's this?
11:24 AM on 11/25/2011
Wrong. Simply wrong. Business here in the United States does more damage to the economic base than anything that China can do. We need jobs here in the US and not in China as US business is like to do. Make it cheaper somewhere else and then import it! Makes sense to an American business. If American business was serious about jobs and investment in America it would keep its business HERE!!!!!
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HUFFPOST SUPER USER
Jeff Forsythe
08:31 AM on 11/23/2011
The cruel Chinese Communist Party (CCP) and China are being written about by writers who appear to have no idea how brutal an existence it is living in Communist China. Right now the CCP is attempting the genocide of tens of millions of innocent Falun Gong practitioners by the use of torture, slavery, organ harvesting and murder.
Meanwhile, most Western journalists are ignoring these heinous acts and are writing silly stories such as this one.
The Western World should not be dealing with the CCP but is doing so because of corporate greed. America and Canada have forgotten the human rights issues that they used to cherish. This is just my understanding, thank you.
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EdwardMRoche
07:19 AM on 11/23/2011
There also is much blame to put on U.S. corporations who have cut these deals. They are the ones who signed the contracts handing over their IP. They are the ones that fired US employees and outsourced them to China. They are the ones that lobbied for laws allowing free and unrestricted imports of Chinese goods. The Chinese drive a hard bargain, but it was the US companies who sought out the Chinese market. If they are too stupid to make decent deals, then it is their fault. Remember is was the US Congress that set up the giant tax breaks for corporations shipping away U.S. jobs. It was the U.S. Government that failed to enforce industrial espionage laws except in more than a token way. The FBI has done its part, but it is a question of resources. Don't blame the Chinese if they are better at business, and keep in mind that they are not the only country that steals massive amounts of IP from the US. But the reality is this: most IP is freely given away to the Chinese during the bargaining process. The U.S. is a wimp. Our laws allow all of this, so don't blame people who take advantage of the laws we pass ourselves.
10:16 PM on 11/22/2011
“Almost all conflict is a result of violated expectations.” – Blaine Lee, Author of the Power Principle

The U.S.-China Economic and Security Review Commission’s most recent annual report highlights the multiple of violated expectations by China since its joining the WTO. What is even more troubling is China no longs feels a need to set expectations that it intends to violate. The following text illustrates its confidence that it can now set expectations to continue as it has since 2001, even risking a chronic global recession for many of its trading partners:

Chinese Vice-Premier Wang Qishan warned on Monday the global economy is in a grim state and the visiting U.S. commerce secretary said China would spend $1.7 trillion on strategic sectors as Beijing seeks to bolster waning growth.

Wang said an "unbalanced recovery" may be the best option to deal with what he had described on Saturday as a certain chronic global recession, suggesting Beijing would bolster its own economy before it worries about global imbalances at the heart of trade tensions with Washington.
"An unbalanced recovery would be better than a balanced recession," he said at the annual U.S.-China Joint Commission on Commerce and Trade, or JCCT, in the southwest Chinese city of Chengdu.

http://www.reuters.com/search?blob=Global+economic+outlook+grim%2C+China+tells+U.S.+trade+talks
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mataylor16
You all want it one way. But, its the other way. -
10:11 AM on 11/22/2011
This article is a very good example of why the oft-told fallacy of 'china is liberalizing economically, so its a given that political liberalization will occur too, leading to a great middle class, all from the benevolence of multinationals'. There will be no liberalization as it would mean that means that two things must happen: 1. Wages will go up, which is a complete non starter for multinationals producing in China (your apple device is most likely one of these things, fyi) 2. The economic planning done by the communist party will become more citizen focused. This will not be happening as it will entail greater environmental and labor protections. Both of these completely derail the long-desired model of producing in the low wage market and selling in the high wage one.
07:43 AM on 11/22/2011
It's not a simple question at all, though many say it is.
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AZreb
equal-opportunity Independent heathen
07:00 AM on 11/22/2011
A few days ago Obama said that we should all be "rooting for China to succeed". That hit me like a birck in the head and I wondered what in the name of heaven was he thinking! What about our own economy? Our own workers? Our own families? Our own companies?

Now the holidays are upon us and how many of us will check the labels to see what products are "Made in the USA"? Catalogs - called to see about one item - was told it was made in Cina. What about another item - made in China. Tossed the catalog. Checked on small decorations and lights - made in China. Clothing - same thing. Kitchenware, throw rugs, small appliances, TVs, cameras - don't we make anything?

But we should all be rooting for China! That remark made me so darned angry and then made me question just what our government really believes is a priority - our country or China.
11:09 AM on 11/22/2011
IKR what gives with politicians and their love of a nation that routinely murders its own population? If you're lucky enough not to have been a government forced abortion but are born to a low class, you'll stay poor your whole life. Born to a politician? No worries, you'll have the best of the best.

I think our politicians are jealous of the chinese ones. Despite all their corruption, they still don't have quite as firm a grip on the nation as do the greedy chinese leadership. Must be why they like despots too!
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Robert Frank
My last name is FRANK so thats what I am..
06:44 AM on 11/22/2011
the republicans in this country would love to have a govt just like China..except they would make Christianity our official state religion
11:14 AM on 11/22/2011
Lets see. just who is fighting for larger government and who for smaller again? I think you've got it backwards. The dems have their role models in china. Look for the push for the state telling you everything you can and can't do, look at the education system as it does more to indoctrinate than to teach how to reason. Look at the push for state sponsored atheism. Who is pushing for the state to take over all property and control every aspect of your life? the tea party? not hardly, look up the demands for OWS. Good little liberals and their push for communist utopia like china where the 99% are just fodder for the benefit of the few running the government.
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Robert Frank
My last name is FRANK so thats what I am..
12:45 PM on 11/22/2011
ha ha ha !! wow.. you really are naive...
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Bluedrgn
Truth has a liberal bias.
09:53 PM on 11/21/2011
How's this for a tax/stimulus plan to keep jobs here?

Keep corporate taxes at 35%, but eliminate all subsidies and exemptions except this one... every dollar in wages paid to an American employee (someone with a Social Security number), up to $75,000 per employee excepts $1 dollar of profit from tax.

So a corporation that made $5 billion in profit could avoid paying taxes completely if employed at least a 100K people at an average wage of $50k a year.

This would give the "job creators" that actually create jobs a nice tax break while industries that don’t create many jobs (or ship jobs overseas) would have to pay significantly more.
11:15 AM on 11/22/2011
Interesting concept. Keep at it.
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11:23 AM on 11/22/2011
Good idea. However Congress have long rigged the system for the top 1% to defeat someone like you. Here’s how:

They setup a Chinese joint-venture to make a product at 10 cents apiece. They then setup a company in the tax-free Cayman Islands to buy the product at 12 cents apiece. They thereby give the Chinese Communist dictators a 20% profit.

They now setup a company in Delaware to buy from Cayman at a dollar, but sells it in the US for 99 cents. It then spends 10 cents apiece in campaign contributions in Congress, in exchange for a tax-credit of 20 cents earmarked into some highway bill. The Delaware company pays its CEO and CFO and lobbyist, the same top 1% “they”, 4 cents apiece for their trouble, and then reports to Wall Street a nice 5% net profit margin. The product is a hit at Wal-Mart with 100 million pieces sold. They later shut down all of their companies and pay themselves everything as capital gains.

Now in total the top 1% “they” would pay at most 30% tax on their $4 million salary, 15% tax on the $5 million capital gain from Delaware company, and 0% tax on the $88 million profit from Cayman company. This is a grand total of 2% tax on their $97 million, and Congress got $10 million cash. While we Americans paid $1.19 for a piece of junk that doesn’t last a year in our cupboards.
08:00 PM on 11/21/2011
Kuttner, you should have been alert to this threat 30 years ago and instead of supporting Reagan's call to get rid of the dept of Ed, you should have been pushing for upgrading of American educational standards and its universality. That was the time to prevent China from overtaking us. Not now. Too late.
08:34 PM on 11/21/2011
Give me your link on what you were doing 30 years ago.

http://en.wikipedia.org/wiki/Robert_Kuttner
08:43 PM on 11/21/2011
Name one product designed and built in communist China that you bought because its make in communist China. Name ONE! You can't. You can't do it and yet you repeat the lie.

China only dominates as a source of cheap slave labor because only the Chinese are willing to treat their fellow humans so terribly. Only in China can life be had to so cheaply. That is the attraction for manufacturers.

And as for education, the people who started Apple, Microsoft, and Facebook...some of the biggest companies of our time...all started by people who didn't finish college.

Think people. Please think for yourself! Stop repeating the same old media lines.
09:08 AM on 11/22/2011
(1) solar panels
(2) If the average American had the formal level of education of Gates, Jobs and Facebook's founder we would be in very good shape.
Pauline Jaing
Artist, worker, mother
07:45 PM on 11/21/2011
Eh, brutally suppresses dissent? You mean what our elite has done to OWS??

Eh, artists? Dixie Chicks.

Eh, prisons? We have China beat by half, we have TWO MILLIOIN people in jail, more than any countery EVER as numbers and per capita. China has only 1 million yet they have 1.4 billion people and we have 350 million people.

You just keep on talking as though none of this existed, as if it were 1980!

Heck, we even have MIGRANTS just like China, only they are ILLEGAL immigrants from all over the place, having it every bit as rough as the Chinese migrants, maybe more, or do the Chinese migrants have to face deportation,including from thier own infant children? I thnk not.
08:46 PM on 11/21/2011
Oh please move to China. Please move there. Try to visit Tibet. Try to join the Muslims in the north or the outlawed buddhist sects. See what happens. You won't go to prison. You will disappear.
08:47 PM on 11/21/2011
lol

Republican programs

Alternate Housing program for the poor.

http://amp­edstatus.o­rg/exclusi­ve-analysi­s-of-finan­cial-terro­rism-in-am­erica-over­-1-million­-deaths-an­nually-62-­million-pe­ople-with-­zero-net-w­orth-as-th­e-economic­-elite-mak­e-off-with­-46-trilli­on/#rules

(T)here was $17 billion cut from public housing programs, while there was an increase of $19 billion in programs for building prisons, “effective­ly making the constructi­on of prisons the nation’s main housing program for the poor.”

Before laws began to be rewritten in 1980, with direct input from ALEC, we had a prison population of 500,000 citizens. After laws were rewritten to target poor inner city citizens with much more severe penalties, the US prison population skyrockete­d to 2.4 million people.

Republican "Jobs" policy

http://seattletimes.nwsource.com/html/nationworld/2001854367_bushecon10.html

2004 President's Economic Report.

BUSH: SENDING JOBS OVERSEAS HELPS U.S
February 10, 2004

WASHINGTON — The movement of American factory jobs and white-collar work to other countries is part of a positive transformation that will enrich the U.S. economy over time, even if it causes short-term pain and dislocation, the Bush administration said yesterday.
07:20 PM on 11/21/2011
I know buying American made products is expensive and even difficult. I just believe that its the only way for an individual to "occupy" and make a statement that the corporations might eventually listen to.
08:49 PM on 11/21/2011
http://www.americanapparel.com/ is a good place to start. But their ads are annoying and sometimes too risky to view with kids around. I wish they would get new ad people.
08:58 PM on 11/21/2011
It is not the expense so much-- American made goods are not easily available. Please google and learn why your suggestion is too simple and too late.

To get you started;

The Export-Import Bank: Corporate Welfare At Its Worst by Rep. Bernie Sanders (I-VT)

"This country has a $6 trillion national debt, a growing deficit and is borrowing money from the Social Security Trust Fund in order to fund government services. We can no longer afford to provide over $125 billion every year in corporate welfare - tax breaks, subsidies and other wasteful spending - that goes to some of the largest, most profitable corporations in America. One of the most egregious forms of corporate welfare can be found at a little known federal agency called the Export-Import Bank, an institution that has a budget of about $1 billion a year and the capability of putting at risk some $15.5 billion in loan guarantees annually. At a time when the government is under-funding veterans' needs, education, health care, housing and many other vital services, over 80% of the subsidies distributed by the Export-Import Bank goes to Fortune 500 corporations. Among the companies that receive taxpayer support from the Ex-Im are Enron, Boeing, Halliburton, Mobil Oil, IBM, General Electric, AT&T, Motorola, Lucent Technologies, FedEx, General Motors, Raytheon, and United Technologies. You name the large multinational corporation, many of which make substantial campaign contributions to both political parties, and they're on the Ex-Im welfare line.
07:05 PM on 11/21/2011
The Art of War is required reading for politicians and business executives in China, Japan, and other Asian countries. It is the strategy of positioning your enemy for destruction without firing a shot. Deng Xiaoping described Chinese capitalism as Corporate Socialism with Chinese characteristics. The evil Socialist in our society are those who have embraced and partnered with Communist controlled China, our own Multi-National Corporations. China’s nuclear bomb is their labor force and the vehicles of delivery for this weapon of mass destruction are the Multi-National Corporations. It is the greed for short term profits by the so-called citizens of America, the Corporations, which are destroying the Middle Class and the American economy. A person who sells itself for profit to an enemy with intent to destroy one’s own Nation is a traitor. Corporate America has become traitors. Chinese political philosophy stands for everything Americans have been fighting against for decades. It is time for America and Europe to economically protect itself. Tariffs, trade restrictions whatever is necessary to disrupt the Chinese plan for economic superiority and military dominance. Do not believe the false mantra we are receiving inexpensive goods by doing business with China. The Multi-National corporations are shipping products to America and selling at market prices, so as to, maximize profit and avoid collapsing the price. There is no advantage for Americans to do business with China; the only advantage is wage slavery for Corporations.
03:13 AM on 11/22/2011
Well, with both what the article states: " [...] China's autocratic state capitalism is largely unchallenged by either the U.S. or Europe" and what you write: "It is time for America and Europe to economical­ly protect itself." there is a problem.

On the international economic stage, the US is trying to game both China AND Europe to the effect that the only winner would be the US. At the bottom line, the situation is this: The crisis proved that believes held in the previous two decades and especially in the US and UK about "service society" and consequently de- industrialization were wrong. Some nations did not follow through with that "program" and upheld, maintained strong industrial sectors and now find themselves in a position of relative strength but threatened by the lack of regulation regarding international financial institutions.
But the US (Congress ? and government) is unwilling to trade off agreeing into tighter regulation of especially banking services (FTT and/or OTC trades and/or regulations on derivatives and/or etc.; there are a lot of ideas on the table to hold that sector accountable and restrain it) for concessions regarding the trade in goods.
If you look at some of the proposals put forward at G20 summits and elsewhere, they are on the facade painted to be directed against China but would also affect Germany. Not only that, the proposals also favor corporations over SMBs/SMEs which the real backbone of German exports.
07:27 PM on 11/22/2011
Michael, I believe America must have a mind and muscle economy. We cannot be dependent on other nations entirely for any specific product or service. America cannot open its borders to commerce without equal reciprocation by the country we are having trade with. America and its trade legislation have been hijacked by the Multi-National Corporations and the pro-business politicians in congress. There is no advantage to trade with China for the citizens of America. The Multi-Nationals are enjoying the record profits wage slavery has provided by the emerging nations. America citizens are not enjoying any benefit from off shoring because the products imported to America are sold at market price. The corporations are maximizing profits and will not collapse the market price by selling any less than a sliver under what American manufacturers are or could sell it for. The evolutionary effect of off shoring encourages more corporations to begin incorporating parts made off shore progressing to all parts and assembling done off shore. It is the greed of the corporations without any consideration of the consequences to the nation and citizens of America destroying our prosperity. The Multi-National corporations are enjoying the short term profits of off shoring at the expense of the nation and the Middle Class.
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Robert Frank
My last name is FRANK so thats what I am..
06:50 AM on 11/22/2011
it seems to me we could begin to replace trade with China by trading only with the EU and every other country BESIDES China..
06:18 PM on 11/22/2011
What I believe is trade with countries which protect human rights, workers rights, collective bargaining, competition, and the right to assemble. We exclude communist controlled governments, dictatorships, and corporate socialists. We advance our Democratic values in countries creating a Middle Class and discourage those countries suppressing our values. We condemn countries when they suppress organized labor and completely exclude countries assassinating organized labor leaders. I believe in the reality of economics. Consumers create jobs, consumers create businesses, and consumers create prosperity; corporations without consumers cut production, corporations without consumers lay off workers, and corporations without consumers go out of business. I believe consumers are the engine of prosperity and the Middle Class in America is the reason for America’s economic success. We must protect the Middle Class because they are the consumer demand the emerging nations are using to build wealth. European and American markets are the prey sought after by Multi-National Corporations who’s Patriotism belongs to the currency they are using wherever they are located.
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HUFFPOST SUPER USER
gerald4
licensed mechanical and electrical engineer
06:56 PM on 11/21/2011
I believe that President Obama should lead the US congress to create new legislation that will repeal all of the "FREE TRADE AGREEMENT" laws, environmental laws, national healthcare, unemployment insurance extensions, and other anti-business laws that were created during the past 20 years by almost all of the elected Democratic and Republican members of the US congress and then approved and administered by every past president during that time. Those "FREE TRADE" laws did away with our import taxes on foreign made products that ALLOWED, CAUSED, and ECONOMICALLY REQUIRED that our factories to fire their US employees and then to take advantage of the extremely lower labor and the extremely lower environmental manufacturing costs in foreign countries in order to meet the US consumer demand for the absolutely lowest possible prices.

Only repeal of the "Free Trade" laws, environmental laws and other anti-business laws that ECONOMICALLY REQUIRED that US businesses to move their US factories and those associated jobs for US citizens to overseas locations and lay off all of the US employees in order to take advantage of lower labor, lower energy and lower environmental compliance costs available in foreign countries might bring those jobs back to the USA.

This might be too late, because it will also take years to rebuild our STEM educated human manufacturing technology database that was also destroyed along with our industrial base.
08:50 PM on 11/21/2011
And end work visas! Why is the federal government interfering with wages?
08:53 PM on 11/21/2011
Gerald...chill! :) You might want to condense your ditribe.
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nofriendofrepublicans
Mother friendly.
06:18 PM on 11/21/2011
So how many more people will have to go hungry to pay for this?
08:52 PM on 11/21/2011
Wow, that is exactly what people said about ending slavery. Amazing how little has changed. We use slaves in communist China just as we used to use slaves here. And the justifications are still the same. Its all about necessity. "How will we survive without slaves to do the work?"
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nofriendofrepublicans
Mother friendly.
07:29 AM on 11/22/2011
Now they're complaining the slaves aren't buying enough.