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KRUGMAN_UNRAVELING


                                 September  6-10, 2006

"The Great Unraveling"
by Paul Krugman (2004)
Norton Trade Paperback Edition.


This book is a selection of Krugman's regular
columns for the New York Times; largely these
are in chronological order, but they're gathered
together according to topic.  The time period
covered is 1997-2004.

Some of his prominent themes:

  The Enron debacle, with suggestions that
  Enron is not likely to be the only hollow
  shell of a company out there.

  The conversion of Alan Greenspan from
  a responsible Chairman of the Fed to
  a Republican shill, towing the line on
  "tax cuts" irrespective of economic
  conditions.

  The return of growing class differences
  to American society.

  The patently bogus math the Bush
  administration has repeatedly used to
  try to push it's programs through.

  The exploitation of the "War on Terror"
  by the Bush regime... the emergence of
  what looks an awful lot like an actual
  "right wing conspiracy".

Liberal readers may balk at his
defense of Globalization...          Like most economists
                                     who like the idea of
                                     globalization, I think
                                     he's excessively
                                     theoretical...

                                        ADVANTAGE


Myself, I worry a bit
about what looks like
a religious belief in
Keynesian economics.

   Government stimulus when
   times are bad; pay it
   back when times are good.

        Sounds good. But:

        (1) How do you know when                      (Sept 14, 2013)
        times are good or bad?       I think Krugman would answer that
        What if you always keep      it's not difficult to know when
        accelerating after you       to take your foot off the gas:
        don't need to?               you'll see inflation start going up.
                                     And "runaway" inflation actually
                                     isn't that big a worry: the Fed
                                     knows what to do control inflation,
                                     but it has few tools to control
                                     the economy when in a "liquidity
                                     trap", which inflation pegged near
                                     zero.

        (2) No regime ever
        wants to pay it back.                         (Sept 14, 2013)
        If the government            Krugman typically answers:
        *always* lacks the will      historically the Clinton regime
        to hit the brakes,           did indeed balance the budget and
        maybe we shouldn't           reduce the deficit when times were
        allow it to drive.           good.  (If you want fiscal responsib-
                                     ility, elect Democrats.).

                                     He also points out that the US appears
                                     to be nowhere near the upper limit of
                                     debt that economies have dealt with
                                     without trouble.

                                         Krugman also points out that when
                                         the interest rate is down at zero,
                                         it's a great time to borrow money
                                         for infrastructure improvements,
                                         even if you don't think of it as
                                         a matter of economic stimulus.

                                                   Yup, I'm a born
                                                   again Keynsian.
Some disjointed notes and quotes:

   "But one thing we have learned about this
   administration is that it never responds
   to altered circumstances by changing its
   plans; all it does is change the sales
   pitch.  So the tax cut was relabeled as a
   recession-fighting measure, a task for
   which it is peculiarly ill-suited.  For
   that matter, the administration hasn't
   given up on Social Security
   privatization, either.  Now that it can
   no longer entice people with visions of
   stock-market sugarplums, it has decided        All page numbers,
   to scare them with imaginary crises            Norton Trade
   instead."   -- p. 51, "Damaged By the          paperback
   Dow", September 2, 2001                        edition.




     "Carlyle specializes in buying
   down-and-out defense contractors, then
   reselling them when their fortunes
   miraculously improve after they receive
   new government business.  Among the
   company's employees is former President
   George H. W. Bush.  Among the group's
   investors, until late October, was the bin
   Laden Family of Saudi Arabia.
     "Another administration would have
   regarded the elder Bush's role at Carlyle
   as unseemly; this administration
   apparently does not." -- p. 103, "Crony
   Capitalism, U.S.A.", January 15, 2002


      "... Officials say there are investigations they
   should pursue but can't for lack of resources.  And the
   new law expands the S.E.C.'s responsibilities.
      "So what's going on? Here's a parallel.  Since 1995
   Congress has systematically forced the Internal Revenue
   Service to shrink it's operations; the number of
   auditors has fallen by 28 percent.  Yet it's clear that
   giving the I.R.S. more money would actually reduce the
   federal budget deficit; the agency estimates that it
   loses at least $30 billion a year in uncollected taxes,
   mainly because high-income taxpayers believe they can
   get away with tax evasion.  So starving the
   I.R.S. isn't about saving money, it's about protecting
   affluent tax cheats.
      "Similarly, top officials don't really believe that
   the S.E.C. can do its job with less money; the whole
   point is to prevent the agency from doing its job."
     -- p. 129, "Business as Usual", October 22, 2002



   "As a group, red states pay considerably less in taxes
   than the federal government spends within their borders;
   blue states pay considerably more.  Over all, blue America
   subsidizes red America to the tune of $90 billion
   or so each year."  -- p. 178, "True Blue Americans",
   May 7, 2002


   "In fact, half the Senate is elected by just 16 percent
   of the population."  -- p. 179, "True Blue Americans",
   May 7, 2002





   "After all, there's a lot of experience with privatization
   by governments at all levels -- state, federal and local;
   that record doesn't support extravagant claims about
   improved efficiency.  Sometimes there are significant cost
   reductions, but all too often the promised savings turn
   out to be a mirage.  In particular, it's common for
   private contractors to bid low to get the business, then
   push their prices up once the government work force has
   been disbanded.  Projections of a 20 or 30 percent cost
   savings across the board are silly --  and one suspects
   that the officials making those projections know that.
     -- p. 266, "Victors and Spoils", November 19, 2002

   "For months both major U.S. cable news networks
   have acted as if the decision to invade Iraq has
   already been made, and have in effect seen it as
   their job to prepare the American public for the
   coming war."  -- p.288, "Behind the Great
   Divide",  February 18, 2003


   "There are two possible explanations for the great
   trans-Atlantic media divide.  One is that European
   media have a pervasive anti-American bias ...
   The other is that some U.S. media
   outlets--operating in an environment in which
   anyone who questions the administration's foreign
   policy is accused of being unpatriotic -- have
   taken it as their assignment to sell the war ..."
   -- p. 289, "Behind the Great Divide",  February 18, 2003


   "... the whole point of a market system is
   supposed to be that it serves consumers,
   providing us with what we want and thereby
   maximizing our collective welfare.  But the
   history of English food suggests that even on so
   basic a matter as eating, a free-market economy
   can get trapped for an extended period in a bad
   equilibrium in which good things are not demanded
   because they have never been supplied, and are
   not supplied because not enough people demand
   them."  -- p. 393, "Supply, Demand, and the
   English Food", _Fortune_, July 20, 1998.



   "That leaves us facing exactly the dilemma war
   skeptics feared.  If we leave Iraq quickly it
   may well turn into a bigger, more dangerous
   version of Afghanistan.  But if we stay for an
   extended period we risk becoming, as one
   commentator put it, 'an occupying power in a
   bitterly hostile land' -- just the recruiting
   tool Al Qaeda needs.  Who said that?
   President George H. W. Bush, explaining his
   decision not to go on to Baghdad back in
   1991." -- p. 427, "Paths of Glory", May 16, 2003



   "After all, suppose that a politician -- or a
   journalist -- admits to himself that Mr. Bush
   bamboozled the nation into war.  Well, launching a
   war on false pretenses is, to say the least, a
   breach of trust.  So if you admit to yourself that
   such a thing happened, you have a moral obligation
   to demand accountability -- and to do so not only
   in the face of a powerful, ruthless political
   machine but in the face of a country not yet ready
   to believe that its leaders have exploited 9/11 for
   political gain.  It's a scary prospect."
     -- p. 433, "Denial and Deception", June 24, 2003



   "And there are many other cases of apparent abuse of
   power by the administration and its Congressional
   allies.  A few examples: according to The Hill,
   Republican lawmakers threatened to cut off funds for
   the General Accounting Office unless it dropped its
   lawsuit against Dick Cheney.  _The Washington Post_
   says Representative Michael Oxley told lobbyists that
   "a Congressional probe might ease if it replace its
   Democratic lobbyist with a Republican."  Tom DeLay us
   the Homeland Security Department to track down
   Democrats trying to prevent redistricting in Texas.
   And Medicare is spending millions of dollars on
   misleading ads for the new drug benefit -- ads that
   look like news reports and also server as commercials
   for the Bush campaign."  -- p. 497, 498 "This isn't
   America", March 30, 2004.


   "Where will it end? In his new book, _Worse Than
   Watergate_, John Dean, of Watergate fame, says, 'I've
   been watching all the elements fall into place for two
   possible political catastrophes, one that will take
   the air out of the Bush-Cheney balloon and the other,
   far more disquieting, that will take the air out of
   democracy.' "  -- p. 498, "This isn't America",
   March 30, 2004



                          VAST_RIGHT


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