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Time for a New Antitrust?

Posted: 04/21/09 02:39 PM ET

This piece was co-written with Shawn Bayern, visiting Assistant Professor of Law at Duke University. Professor Bayern teaches business associations.

We now have an economy that we don't understand and can't seem to control even when we want to. Having created corporations, we have let some of them become "too big to fail"--a dangerous state of affairs, both economically and politically. Perhaps there are some companies that are simply too big to exist.

One way to avoid a similar problem in the future could be an antitrust law that limits how big corporations can become. This is not a new idea; at the time the modern antitrust statutes took shape in our country about a century ago, political leaders were concerned directly with corporate size and power. In the last several decades, however, legal economists have sharply narrowed antitrust law, leaning heavily on the assumption that larger companies can be more efficient. This view has some merit; after all, efficient companies can produce cheaper consumer products, and everyone shares in the savings. But the recent crisis should make us consider whether these economists have been leading us astray.

There are many reasons a "too big to exist" conception of antitrust law makes good sense for a democracy. Perhaps most importantly, large companies have proven to have disproportionate power over the political process. Concentrated financial power often leads to concentrated political power; if you have a lot of cash, one of the most efficient uses of it to maximize profits is to petition the government to change the rules in your favor. Economies of scale might work all too well when it comes to influencing government.

Big-company money spent on sustained lobbying and media campaigns has often led Congress to pass non-responsive legislation--for instance, legislation that gives dangerous environmental licenses to favored industries or tax breaks to those who least need it.

Even Milton Friedman, a devout defender of markets, recognized the dangers of corporate power over the political process. "If the rules of the game are that you go to Washington to get a special privilege," Friedman wrote, "I can't blame [a corporate manager] for doing that. Blame the rest of us for being so foolish as to let him get away with it."

There are also reasons to think an antitrust policy focused on size and power makes good economic sense. Despite economic theorizing, bigger companies are not always more efficient companies. And even if they were, there are important societal efficiencies that go beyond whether individual companies operate cheaply or produce low-cost products. As Bert Foer of the American Antitrust Institute recently testified before Congress, we can choose to use competition policy to help prevent much of the systemic risk that has crippled our economy. By focusing more on size and concentration, we might be able to avoid collapse, unplanned nationalization, and bailouts.

More generally, the world is both harder to predict and richer than an economic worldview usually supposes. Recent economic troubles should have taught us that using narrow economic thinking to make broad policy pronouncements will often get us into trouble. Indeed, in today's economy (and ecology), it may even be worth questioning whether a focus on efficiently producing consumer products remains an effective way to promote economic activity that Americans value.

We don't mean to suggest that corporate size is all that matters, and we obviously don't believe that one size fits every industry or circumstance. But focusing on manageable scale can help us achieve both democratic and economic goals. To achieve these goals, we should be debating structural changes rather than getting stuck on conventional and short-term fixes. The artificial quarantine of "economics" into a sphere distinct from politics, separate from collective decisions about fairness and value, does not serve us well.

 
 
 
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HUFFPOST COMMUNITY MODERATOR
JScott
John Galt's last name is McGuffin-Smithee
11:45 AM on 04/22/2009
Similarly in the ag sector big ag makes the case that larger farms are more efficient, but what studies have revealed is that 160-200 acres is most efficient and all larger farms do is make more money (not to mention all the externalities that it produces). Hmmm didn't Sheila Bair kinda say the same thing about the finance sector?
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HUFFPOST SUPER USER
coveark
Obstructionists, get off the hill !!!
09:05 AM on 04/22/2009
Interesting,. Yesterday I was discussing how anti trust seems to have been ignored before this crash . If companies were not so huge and entangled we perhaps would not be in this mess.
Large can be good for the employees . Many large companies in the past were the only places that you could have benefits unless you had a government job.
Keeping the idea of profit as a good living rather than over the top extravagance would have served these companies and the American public well. There is another point.........This is our country and that should be remembered by all of us, we can survive if we work together. Low cost of foreign made products has given us a huge amount of products that can be gotten at a low cost to the consumer, but at what is the cost in the long run?. Trash...............so much trash. HMMMMM
12:45 AM on 04/22/2009
This is a VERY important issue as those who are buying up left and right and concentrating power into the hands of the few and their strong ties to the government mean that we basically will be permanently victims of monopolies unless we stop it now!!!!
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HUFFPOST SUPER USER
mosh
05:44 PM on 04/21/2009
There is only one solution - a solution that will fix everything - real election reform - which means strict public financing of elections.

Anti-trust law or anything else detrimental to corporate interest will not and cannot be passed without first taking the corruption out of Washington politics. It is that simple and that difficult.

It is a vicious cycle of course - corruption prevents the passage of election reform which prevents the passage of anything that might hinder the monied interests from wielding power.

Our government is fundamentally corrupt. That should be the headline everyday, all day.

Obama vowed to rid Washington of corrupting influences then he appointed the likes of Larry Summers and other wall street insiders to head his economic team. What a joke all that campaign rhetoric turned out to be. Unfortunately, as usual, the jokes on us.
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RabidRightRebel
Rebelling against wilful ignorance is a duty
03:28 PM on 04/21/2009
In the 1960's and early 70's the anti-trust advocates tried to get anti-trust to push the same old idea that big was bad and small was good. Their belief then was that anti-trust should protect the little business man from big business even when it meant that consumers were worse off. This over reach tarnished the anti-trust concept and subsequently led to its demise. I do not want to see that happen again. Anti-trust should stay focused on ensuring that companies do not operate in an anti-competitive manner to the detriment of consumers.

If there is a need, (which I beleive there is) to limit the size of financial institutions this should be done through banking and financial regulations.
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HUFFPOST SUPER USER
LeftRight
TANSTAAFL
02:44 PM on 04/21/2009
In addition to the real idea that "Too big to fail" translates into "Too big to operate" I would like to point out the MASSIVE failure of economists to understand that big corporations are NOT more efficient than small ones!

Take, for example, the field of pig farming. Until not too long ago, most pigs grown in the US for consumption were grown on small family farms, and they were able to use the fertilizer produced by their pigs both to generate the food for their pigs, and to sell to other farmers. Now it's almost all done in big agribusinesses, and they aren't able to handle the droppings. The way that they get around that is by ignoring all the environmental laws put in place to protect our waterways! In other words, the only way that they can be cheaper (and thus, more "efficient") is by externalizing the costs onto ALL of us!!

There are times where it makes some sense to allow a company to monopolize a market, such as the original AT&T, or another utility provider, but notice that in those cases the "companies" were almost governmental organizations!
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unitron
Reverse Chron Order never stays checked
02:31 PM on 04/21/2009
"Too big to fail" no more exists than does "too fat to suffer indigestion". It's like saying that the Titanic was too big to sink.

There's a concept known as "Too big *to be allowed* to fail", and I'm beginning to wonder if perhaps we should abondon it and let *everyone* learn an extremely painful lesson about the dangers of privatizing gains and socializing losses.
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unitron
Reverse Chron Order never stays checked
03:01 PM on 04/21/2009
That word is usually spelled "abandon". Even by me.
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ImmanuelGoldstein
Founder of the "Brotherhood"
01:55 PM on 04/21/2009
It is vital that the issue of anti-trust be addressed aggressively and meaningfully.
If the public is going to be on the hook for companies that are 'to big to fail' then it is in the public's interest to make sure that they are in fact small enough to fail.
jhNY
Mercy.
01:49 PM on 04/21/2009
Golly, this proposal is just timid enough it just might get a few votes before it dies quietly in a corner of the rotunda, which paradoxically, is round, which is why ideas like this often go in circles, like Laura Ingalls Wilder's Old Jack, before expiring.