2011 REVIEWS

Boomerang
The Medicare Bind
Griftopia
Third World America
The Brain On Trial
Can the Middle Class Be Saved?
Age of Greed
Winner Take All Politics
The Spirit Level
Business Is Booming
All the Devils Are Here
The Big Splat
Pakistan's Fatal Shore
Made In the USA


Boomerang
Michael Lewis
2011

   After books such as The Big Short, Money Ball and Liars Poker, Boomerang is a disappointment. More breezy travelogue and thumb nail sketches of some of the players, (including a bike trip with Arnold Schwarzenegger), Lewis describes four cultures which took the low interest money floating around in the middle of the last decade--and what they did with it.
    Icelandic fisherman quickly became overconfident, financial "experts" investing in stocks and property. Their 3 banks collapsed when the bubbles burst (with $100b in banking loses) but rather than let them go under, the government took on the debt, which amounted to over $300 grand per person not counting the personal and stock market losses. Their debts amounted to 850% of GDP compared to the relatively "prudent" 350% of GDP here.
    Lewis traveled to Greece to dig into their culture of irresponsibility which has captured world wide financial attention. It seems that the society has lavishly indulged its public employees while letting tax cheating become standard procedure and when its euro tied exports became uncompetitive, borrowing to support the government became necessary. Nevertheless, foolish bankers bought the cooked books and lent without due diligence, ending up captured by the insolvent. The European Central Bank and the IMF became involved but it is the German government and its banks which are in the process of determining if the imposed austerity will suffice. Lewis describes a totally immoral Greek culture which doesn't want to pay its debts and one that is unlikely to change anytime soon.
    From there Lewis hops to Ireland to describe the land development fiasco. Extreme overbuilding is in evidence as he drives around all the half finished and deserted commercial and residential "ghost estates". Oddly, this has started up a disaster tourist business. The small property developers are stuck for the money but the big borrowers, who own the lenders, are getting work outs. Despite the historic indebtedness, almost no one complains.
    Germany gets the next look. Apparently Germans were able to resist the borrowing temptation but the banks lent outside the country like rural hicks. Being honest, and believing others to be likewise, they fell victims to scams and bad investments, including American, sub prime, CDO packages. But Germany is still the strongest economy in Europe and its government will determine whether the euro will survive and in what form. Curiously, Lewis devotes attention to the German fascination with the solid end products of the digestive system. Looks like more filler.
    The story is brought back to the U.S., specifically California, where debt is the worst. Federal cut backs to states get passed down to cities and localities where the brunt is felt. In California, public employee unions have played local governments for years, generating expensive pension benefits which are crippling certain cities particularly. Coupled with a destructively divided legislature and spend but don't tax initiatives, the state is unable to untangle its misallocations. The schools system has gone from best to about worst. Public services have been cut into the bone. Financially, California almost looks like Greece.
    It seems that this country harbors pockets of divergent cultural response to financial management, much like the euro union. However, we have the world's reserve currency and aren't afraid to print our way out of bankruptcy. Given instability elsewhere, America still seems like a safe haven. That's not encouraging.
    This book is only 213 pages long and has no index. For the financially uninitiated, looking for light reading, it fits the bill. Cultural reaction to the boom and bust times is a worthy subject but Lewis omits countries like Spain and Italy and doesn't delve into the weeds enough to satisfy those looking for more in-depth understanding.
November 30, 2011
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ARTICLE REVIEW

The Medicare Bind
Paul Starr
The American Prospect
November 2011

   This is a long but really superlative article on the convoluted history, the benefits, the misallocations, the revenues, the future possibilities and the politics of our government run health care system for America's seniors. As you probably know, we generally pay more for health care and get less benefit than any other developed country. Medicare itself is an exception but it faces political, economic and industry assaults.
    Starr describes efforts to get universal health care insurance during the Truman, Johnson and Clinton administrations and how Republicans and the AMA thwarted those attempts. Employers, looking to reduce wage increase demands, provided some coverage but this has complicated the overall situation and driven up costs due to excessive procedures. Over the years, in resulting compromises, seniors were saved from penury and premature death with the Medicare program abetted by Social Security. And it is these seniors, along with Republicans, who have led the efforts to stop President Obama from producing an efficacious plan to reduce the 50m number of uninsured citizens. This has been done largely out of ignorance and misinformation, amply supplied by corporate forces. Seniors like to think that they are only getting out what they put in but in truth some of the funding comes out of general revenues. This means that they are trying to deny coverage to those who are helping to provide coverage for them. /Republicans want to scrap Medicare and replace the defined benefits with defined contributions (the Rep. Paul Ryan plan), a conversion that corporate retirees can tell you has been detrimental to their retirement benefits. When the contributions shrink compared to cost of living increases, individuals are left to make up the difference. This would be an estimated $6,000 a year average short fall disaster for many. The right also wants to voucherize Medicaid (in other words, reduce funding) for the poor, which many seniors would then need.
    But while Medicare is more efficient than private plans because of less overhead, the article also describes how it could and should reduce costs in order to make it viable in the long run. This doesn't necessarily involve raising premiums or the eligibility age as is proposed. Going up to 67 or even instituting a Public Option may not be as beneficial as supporters maintain.
    However, too often Medicare has paid providers, no questions asked. That has to stop. Aside from cracking down better on fraud, there are doctor training subsidies which can be reduced, and payments for cost effective outcomes rather than fee for services can be implemented. Different parts of the country provide similar outcomes for different costs. Medicare should only pay the lower costs, adjusted for regional cost of living. Specialists are overpaid relative to GPs. Ending payments for generic delays should be outlawed. A big saving would be to allow Medicare to bargain down prescription prices as Medicaid and the Veterans administration can do. Guess who is stopping that.
    The conclusion is that for a health care system that can rival other countries we have to fold Medicare into a simplified universal plan which either is run by the government (single payer) or which fully regulates private insurers and practices, or some combination of the 2.
    This is a full 10 page article and a short review can't do it justice. Get this back issue or photo copy the article from a library source whether you are a senior or not, because if not, you may become one. General ignorance about the particulars is hampering a viable solution more than anything else.
November 2, 2011
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Griftopia
Matt Taibbi
2010

   There have been a plethora of books written about the financial manipulations that have so weakened the American economy over the last 30 years. Most of the machinations involved have been too complex and obscure to have penetrated the conscious awareness of those few even trying to understand what and how it happened. As Taibbi points out, the major TV media has been almost no help and by it's neglegence has acted as an enabler of ideologically based blindness, outright fraud and bribery so ubiquitius that it throughly pervades the Washington-Wall Street nexus. His (250 page, indexless) perspective, added to others, helps a glimmer of illumination to widen and brighten.
    Taibbi breaks down the draining of the middle class into about 5 segments. Former Federal Reserve Chairman Alan Greenspan is cited as the most responsible for the bubble and bust economy through 2 decades and the bait and switch Social Security scam which, under Reagan, hiked contributions to fill the reserve, a reserve that was then used to desguise the true added debt after the tax cuts. Basically Greenspan bailed out foolish and greedy investors time and time again with cheap money and low interest rates drove those with cash at hand into the stock market and other bubbles. Taibbi cites a series of wrong predictions from the man who was considered a financial wizzard, somewhat because of his convoluted descriptions.
    The sub-prime mortgage swindal gets considerable attention. Basically, the Wall Street banking collapse came because the housing bubble burst exposing the toxic, securitized mortgage tranches generated by firms like Countrywide and passed through rating agencies and banks to unsuspecting mutual and retirement fund managers. In order to protect themselves banks took out swap protection but the insurers were not required to maintain sufficient collateral to cover massive margin calls. The whole thing unreaveled as if there was a run on the bank(s). Only Treasury Secretary Paulson and later Tim Geithner and Ben Bernake prevented a full lending lockdown by using massive infusions of taxpayer money.
    The commoditys (e.g. gas price) "pump and dump" runups are another way inside speculators fleece the unwary. [It looks like food prices are the latest target.] Not surprisingly, the Affordable Health Care Act ("Obamacare") gets a through going over. Perhaps the pin point here is that neither congress nor Obama pushed to get the McCarran-Ferguson insurance company anti-trust exemption legislation repealed which would have begun actual price and coverage competition. The $46m in bribes held that off and the workarounds and giveaways have made the AHCA a tangled mess.
    Lastly, Taibbi goes back to his Rolling Stone reporting on Goldman Sachs which has become the most unscrupolous financial firm in the country in terms of damage done to America. From a "greedy long" philosophy to a "make it now" mantra under Robert Rubin and successors, the most fraudulant scemes have been pertetrated virtually destroying trust and respect from those in the know. Still, with government bailout and cover, they rip the unwary. No one is indicted, no one goes to jail, no real regulation is passed as long as the big bucks fill campaign coffers.
    There are a load of insights in this book and Taibbi paints a picture of overwhelming corruption of the power centers of the country. Even tea partiers are silenced. Gratitous vulgarity doesn't help but that is a small distraction. Read this book and then read it again.
February 4, 2011
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Third World America
Arianna Huffington
2010

   Huffington's compact book uses 4 chapters to delineate the draining of our middle class, spotting the overall numbers and realities with short portraits of how people's lives are being adversely affected. This is a good primer for those who want to learn about how Wall Street and corporate America combined with the Washington policy makers to subvert our economic well being. There aren't a lot of new insights or details but it is a worth while summary and she names some names of those at fault. Several other works are cited for ideas and statistics.
    The bottom 20% of households in 2005 were making do with <$11,000 a year. In 2007 the top 10% pocketed almost 1/2 of all earnings. Upward mobility has almost come to a halt, even a college degree doesn't assure a better life anymore. Americans on food stamps grew to 40m. The housing collapse obliterated 13t of household wealth, an average of 1/4 of the total. This down draft has had an impact on children especially. A Real Misery Index was created (including unemployment, inflation of essentials, data on credit cards, housing prices and defaults, food stamps etc.) and it shows a 16% rise between 2009 and 2010 despite a stock market rally. Nevertheless, tax dodging corporations continue to get government contracts while Wall Street banks, which drained our treasury, continue to scam everyone who is indebted to them.
    Huffington recites the list of infrastructure deterioration: roads, bridges, railroads, dams, levees, the electric grid, sewers, water supply and schools. The last doesn't just involve the physical structures but how we are failing kids in the class room with a combination of union demands protecting bad teachers to depleting and underpaid staffs, not to mention unaffordable college tuition. That is killing our future.
    The next subject is corporate control of our governments, especially congress. In 2009 there were 13,700 lobbyists who spent $3.5b to buy congressional policy. So mine disasters, oil spills and Wall Street fraud go unpunished. In fact we now have revolving culprits who regularly enter the government, then return to the private sector to take advantage of their malfeasance and back again. Robert Rubin is offered as a prime example.
    There are 2 institutionalized factors which make redress so difficult. The sharks are well organized with plenty of financial backing and now many of those in important posts actually believe in the unfettered, free market ideology that they benefit from (think Alan Greenspan) as professor Simon Johnson has pointed out.
    Despite all the bad news, Huffington surprisingly lays out an upbeat ending describing how empathy is spreading through the Internet and she describes what individuals can do to turn upward again. The battle must start from outside the NY/DC nexus (fix congress, transparency, technology utilization, better teachers and Wall Street reforms). The mainstream TV media will have to be dragged along but Hope 2.0 can prevail. We'll see if a blow-back tipping point can be reached. In any case, if you want an easy-to-read book to start you off, this is a good choice.
March 14, 2011
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The Brain On Trial
David Eagleman
The Atlantic magazine
July/August 2011

   We are beginning to emerge from the mists of understanding human behavior. Advances in brain science are eroding the concept of "free will" and placing more responsibility on brain circuitry as we get more detailed pictures and find more chemical causes and palliatives. However, this article steps aside from the free will vs. determinism debate per say and concentrates on the pragmatic consequences for our system of justice.
    Although our judicial system treats citizens as equally able to adhere to acceptable cultural norms, in fact people are not equal at all but are biologically arrayed on a multi spectrum of pre- frontal cortex capabilities, if not other brain abnormalities like tumors. And as scientific measurements and techniques are refined, punishment can be customized, with more emphasis on rehabilitation.
    Eagleman points out that many criminals share the same genes, 98% on death row. We know that conventional talk therapy, appealing to our rational selves is less efficient than the right medication. We know that our prisons are substitutes for mental wards in many cases. More and more sentencing guide lines are the result of using a composite of statistical variables rather than personal evaluations. The author does suggest that a more sophisticated form of bio-feedback can produce positive results. Through repetition it enables the deviant, whether criminal or just one with unhealthy impulse control (like bad eating habits or gambling addiction) to strengthen the prefrontal cortex for long term management. Typical teens lack a fully developed prefrontal region and indulge in dangerous behavior, and some, because of genetic and/or environmental factors (including in the womb) don't ever fully develop the necessary discipline. Mental health courts could tailor sentences to rehab the convicted, reducing the overburdened prison system while keeping likely repeat offenders behind bars. A new system would be forward looking, turning upside down the way we look at personal responsibility and past infractions.
    The concept of free will has been with us since civilized man developed. It seems that we make rational choices each waking minute, so we believe others do too. Civilization has depended on the concept to provide safety and order. Now that is being called into question leaving the reason for much of religion in doubt. After all, heaven and hell were designed to coerce acceptable behavior owing to rational choice. This thesis opens Pandora's box, although Eagleman only concentrates on our judicial system exploring his premise more widely will be a shocking game changer. It brings a whole new slant on how we operate. Any thoughtful person has to come to terms with this revised understanding.
    This is must read and internalized material.
August 29, 2011
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ARTICLE REVIEW

Can the Middle Class Be Saved?
Don Peck
The Atlantic magazine
9/2011

   If you want a background context for your concerns over America's progression into plutocracy and the depletion of the middle class, this 10 page article supplies it. The first part of the essay discusses the reality and portends for the country while the second suggests remedies. Citing Ajay Kapur, Peck writes that in the previous American "plutonomys", the Gilded Age and the Roaring 20s, wealth concentration resulted from rapid technological change, global integration, laissez faire government policy and "creative financial innovation". The Great Recession follows suit.
    As even the major media is belatedly telling us, the rich are pulling further and further away from the rest of the citizenry, especially in our country. The astonishing, purported facts are that the top 1% earns as much as the bottom 60% and they possess as much wealth as the bottom 90%! Between 2002-2007 the top 1% got 2 out of every 3 dollars in national income growth. Despite Republican efforts to convince us that it is well deserved (the rich work harder and smarter) and for the best, Peck notes that those at the top of the income earners benefited from lax regulation, tax benefits, global markets and public bailouts which rewarded excessive risk. The well off have quickly come out of the 2008+ recession but those making <$100,000 a year have stagnated or fallen back. The author cites many works along the way which gives the reader the opportunity to delve further into the subject--including his own book Pinched.
    Much of this class difference is due to educational attainment. The high school grad now usually finds jobs on or near the bottom rung while those with some college or with bachelor degrees find little upward mobility. However, those with advanced degrees, the professional class and the innovators barely noticed the economic down turn. The figures are quoted. When the housing bubble burst those in the middle class lost the most compared to the top percent who had wider investments. Union decline and overseas competition for repetitive task jobs have driven down wages for those able to find work. Even service sector jobs have migrated off shore. The recession has just accelerated shifts that have been going on for decades.
    There have been social consequences. Male workers have been hit hard and find it increasingly difficult to support a family. Women are relatively gaining in independence and marriage is delayed, divorces increase and single moms proliferate, breaking down stable social connections and child welfare.
    Some areas of the country are doing well because they house the innovative class and working professionals. NY, Boston, Silicon Valley, D.C. and Seattle are prospering, leaving the rest of the country behind.
    Peck offers some prescriptions for restoring a healthier middle class. Certainly a more progressive income tax needs to be enacted. Enlarging the Earned Income Tax Credit would also help subsidize the middle quintiles. Legislating fair trade policies and addressing China's undervalued currency would help our exports. Spend more on investment and relatively less on consumption. We must prevent the current situation from becoming the "new normal".
    There is much more to ingest in this article. It will give you a Cliff Notes version of our economic troubles. Remember, a better understanding of our crisis is essential for avoiding the individual, economic IEDs and resolving the national dilemma.
September 5, 2011
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Age of Greed
Jeff Madrick
2011

   The subtitle of this work, The Triumph of Finance and the Decline of America, 1970 to the Present, encapsulates Madrick's theme. Coming along after a spate of books on the collapse of America's financial sector such as Michael Lewis' (I> The Big Short and works such as Free Fall, 13 Bankers, Griftopia, Inflated etc., this 400+ page tome distinctively traces the root causes of the collapse and isn't afraid to name names of the most indictable.
    The book tells the story through mini biographies, some contributors more prominent than others, perhaps partially depending on material access. Few have heard of Lewis Uhler. More vaguely remember the name of National City banker Walter Wriston who spent his career campaigning to eliminate regulation. Then there is the economist Milton Freidman who kept expounding on the benefits of a free and unfettered marketplace which would always cure its own instabilities and benefit the consumer and general public. President Reagan ran with that mantra and did so much to demonize government that it still hasn't recovered. Joe Flom led the corporate takeover way during the '70's. He helped open the door for the Ivan Boeskys of the world, buying up companies and "streamlining" them then selling off the pieces.
    Although Reagan deserves much of the blame, facilitating deregulation started under President Carter who may deserve some slack for not seeing the down-the-road consequences at the time. And let's not forget Michael Milken and his junk bonds which enabled more financial transactions and more risk. Fed. Chairman Alan Greenspan facilitated bubbles and busts with his interest rate decisions and deserves a lot of the discredit. John Meriwether of LTCM almost brought down the system when it ran out of cash. George Soros made a killing by betting on Britain's currency depreciation and opened up the currencies avenue for further exploitation.
    But much of the story is about Sandy Weill who merged and dealt companies, getting bigger and bigger with Shearson, Lehman, Travelers, American Express and finally Citicorp. At retirement he was the biggest market maker on the Street. Meanwhile, with abundant capital coming in from all over to work with and with the removal of the Glass-Steagall regulatory road block (under Clinton) which allowed traders to use bank deposit money (and the implied government back stop) for excessive risk and profit, mortgage securitization devolved into a mess of derivatives and swaps which bilked unwary mutual funders etc.. The short sellers walked away with millions as did those who cost Americans enough to cover this country's federal debt.
/In the last chapters, Madrick recounts the events near the end of the GW Bush presidency. Goldman-Treasury Secretary Paulson, Geithner, Stan O'Neal, Dick Fuld, Rubin, Ranieri, Cox, Cassano and others are all given their due.
    For those who don't want to dig into the weeds, Lewis' book is probably a better read. But the takeaway here is that our financial houses have, over the recent decades, led us through boom and bust cycles (remember the savings and loan debacle and Enron?) which have rewarded them while misallocating trillions of our dollars; dollars that could have been better spent on rebuilding our physical and social infrastructure, energy independence, R&D and improving the quality of life for the bottom 80%. Now these houses own Washington. That is why present underregulation leaves the door open for more risk implosions, bailouts and profit taking. That is why America is in decline.
July 29, 2011
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Winner Take-All-Politics
Jacob S. Hacker & Paul Pierson
2010

   If you want to know how we got to the present political/economically conflicted, dysfunctional miasma in Washington (and the consequences for the country), this is the book you want to read. It takes us back to the beginning of the turn to plutocracy in 1978 and lays out the reasons and the players who have crippled the middle class and funneled America's income and wealth to an ever smaller fraction at the top. Since the outcome will affect us measurably, this is core knowledge. The fact that Republicans made gains in last November's election (as the authors predicted) demonstrates how that lack of understanding continues to further our decline. In essence, Republicans have gotten really destructive and Democrats have moved further to the right as well.
    The stark economic realities are laid out early. 17% have 0 or negative net worth, 40% have <$2500 and 80% have <$85,000 while the top has nearly $15m each. That was in 2004 (the last year of available figures), before the housing bubble burst and unemployment formally escalated to almost 10%. The authors argue that this was not an economic inevitability, it was because of political decisions, decisions promoted and influenced by the growth of right wing organizations, starting in the middle of President Carter's term and whose agenda was legitimized by the advent of the Reagan ascendancy which promoted greed and deregulation. And as each of the last 3 decades have proceeded, the race to the extreme edge of Conservatism has speeded up. One only need look at the pronouncements by Republican President Dwight Eisenhower or read how former Supreme Court Justice John Paul Stevens has been regarded-from beginning to end of term-to realize this fact.
    Although many are to blame, such as Irving Kristol, Newt Gingrich and Phil Gramm, Presidents Reagan and Bush 43 were most obvious in favoring the rich ("my base") and most hostile to programs like Medicare, Medicaid and even Social Security (which actually is an insurance plan) which have shored up the middle class. The idea has been to overspend (including tax cuts favoring the rich) on the big campaign contributors and let Democrats "tidy up" the deficits and gather up the pain blame. As Clinton and Obama have tried to appeal to the middle ground, that ground has been constantly shifting to the right. The more they try to reach Independents, the more they emulate previous Republicans and alienate progressives. Much, if not most of the public responds to the right wing propaganda and TV sound bites because they don't pay in-depth attention, and the major media isn't going to wake them up.
    Republicans have abused the filibuster to stalemate needed reforms in health, education, finance, job producing investment, immigration, carbon dioxide emissions etc. and then blame Dems for getting nothing done. And Dems let things drift as a passive way to placate their patrons.
    Remedies are offered but nothing stands out. Along with distracting early analogies, this is the weakest part of the book. Then again, perhaps there is no real treatment because the patient is too far gone. You need to know.
January 28, 2011
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The Spirit Level
Richard Wilkinson & Kate Pickett
2009

   Most of us consider America as the leading nation in the world. That assessment is accurate but not in the ways most want to admit to. As described in this book, which has compiled the statistics, the comparisons and the scientific studies, the USA generally leads all other developed nations violence, incarceration rates, drug abuse, obesity, poor education outcomes, teen pregnancy, socio/economic immobility, reduced longevity, social isolation, reported anxiety/depression, unhappiness and mistrust, and of course, record setting private and public debt. Joined by Portugal and the UK, we contrast most sharply with Japan and the Scandinavian countries. And the contrasts have been measured between American states with Mn, ND, NH and Vt most opposite to the deep southern states La, Ms and Al. In general, the south is more unequal with more social problems. NY seems to be an outlier with very high inequality but it is below the trend line in poor circumstances. [Oregon is generally slightly less unequal than average on almost all scales with just slightly less serious problems than average.]
    To greater or lesser degrees we try to tackle these problems individually, masking attempts at understanding and dealing with a, if not the, foundational cause for our decaying civilization: our extreme and growing inequality. The authors stress that this hurts everyone from top to bottom. Happiness levels off after early stage success (around $25,000 per capita in today's dollars). In affluent societies there are long term rates of anxiety and depression. Just improving economic growth isn't the answer. Social acceptance that comes with diminished hierarchy is.
    The thesis is relatively simple. We all are continually aware of our status relative to those around us. After securing our basic needs, which is usually assured in developed nations, we seek approval, respect and even admiration from our contemporaries. As the status levels spread out and media promotes authority and material success, ostentatious materialism increasingly substitutes for closer relations based on more commonly shared experience. And it is those closer personal relationships that engender trust and acceptance and make us happier than isolated materialism does.
    When confident in ourselves, as supported by the judgement of others, ladder climbing stress is reduced and the positive brain chemicals dopamine, serotonin and oxytocin are induced and cortisol suppressed so we perform better. When insecure, adrenaline, prevalent over a long period of time, is debilitating. Under these circumstances people look for escape into mind altering substances. Genes are changed and belly fat is produced. Many of these malicious circuits are hard wired into the brains of the young exposed to such trauma. A skill set based on suspicion and fighting for perceived survival involves a skill set quite different than one based on empathy, reciprocity and co-operation. Indeed, low social status, lack of real friends coupled with childhood stress reduce health and longevity.
    Status anxiety and competition, a perceived reflection of value and capability, cause us to work harder and longer for material reward. Coupled with the need for entertaining escape from our realities, we have less time to pay attention to the important matters of societal direction and policies. Increased prosperity necessitates increased specialization and trust in others but empathy and trust diminish (60%>40% since 1960) with inequality. Studies have shown that people comply with their status expectations, producing unnecessarily poorer outcomes as you go down the elongated ladder. This holds true for parents too.
    Status (most important for men) insecurity breeds false pride and violence when the threat of shame, humiliation or "loss of face" are encountered (females rely on attractiveness for approval and are more likely to mate with high status males). Our more obvious status disparity enhances antisocial reaction. Homicides are more common in Manhattan and Rio than in Canada. Lack of empathy promotes US prison cruelty. Former inmates must cope with the psychological damage and the wrong lessons learned. Recidivism rates are high. Incarceration expenses are surpassing education budgets. More unequal status = more legal authorities.
    Social mobility increased from 1950-1980 but has been declining rapidly since then. Canada is well ahead in this regard. In Norway, the most equal country measured, almost all educational spending is public expenditure. Only about 2/3s in the US. Uneven distribution of those funds expands inequality. Selfishness, snobbery, prejudice, discrimination, rejection and scapegoating are a consequence.
    Causality flows from inequality to the low marks mentioned as human studies such as the "blue eyes" one suggests. Animal studies also support the contentions. Much of this is old news as Tom Paine, de Tocqueville, Emile Durkheim and Thorstein Veblen have remarked. But in this country, since, if not before President Reagan (and UK PM Margaret Thatcher) we have blatantly ignored the relatively equitable income and wealth distribution that built this country up after WWII.
    Growing environmental constraints are going dictate compression of unnecessary consumption. Luxury goods are going to have to have less status value. Efficiency will have to gain value. Civic involvement and association will tend to reduce materialism. The authors posit that there are 2 ways to reduce disparity as exemplified by neighboring NH and Vt. In the former, the private business sector voluntarily reduces wage disparities while in Vt progressive tax policies reduce inequality. Either can work but both must be continually monitored. An important component in an American effort to reduce our social distances would be to enable workers to buy out their companies and run them. Outside stockholders are all about maximizing their earnings from short term corporate profitability regardless of damage to stakeholders. That principle of our capitalistic system has to be minimized. Corporations, the chief source of our disparities, must be tasked to do good to do well or their managers must pay the criminal and civil price. This is heresy but it is required if America is to stop slipping down further toward backward nation status.
    The Spirit Level isn't an enjoyable read. It is dry as it pertains to studies, statistics and abstractions. However, it is replete with graphs which help visualization and a few cartoons are sprinkled in. But the important thing is understanding the content. It points the way to policy perscriptions to recover the America we want to envision.
    However, the work has garnered criticism (almost all right wing). Some have questioned the methodology of the authors; even inspiring The Spirit Level Delusion (Snowden). Still, the premise of the book makes a lot of sense. And, if nothing else, it provides a lot of solid food for thought.
April 13, 2011
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Business Is Booming
Harold Meyerson
The American Prospect  magazine
March 2011

   There are some who believe that the current, high unemployment, American recession is the result of financial institution overreach and "normalcy" will return once our public and private debt has been ameliorated. The left advocates for more federal spending to juice up demand before reducing deficits and the resulting stimulation will produce private sector jobs too.
    Meyerson throws another big but under recognized factor into the hopper. He argues that rather than a cyclical down turn we now are confronted with an institutional problem. Big business is doing quite well, profits of the largest corporations are at or near all-time highs. With stock prices up too, economists declare that we are actually out of recession. But we still have unacceptably high unemployment. And that is because big business is booming and hiring--elsewhere. American workers are becoming increasingly uncompetitive when cost, diligence and competence are considered.
    Some of this loss has been expected given that countries around the world have emerged from developing status due to the information, communication and transportation revolutions. Our preeminence after WWII is all but vanished now. We encouraged "free" trade for over 50 years, primarily to combat the USSR threat. Other nations took advantage when we didn't insist on "fair" trade and built up their industrial infrastructures. [Now, if we want to get back into the competitive game we will have to consider tariffs to protect our workers--a political non-starter. This historical policy was not suggested my Meyerson.] /The impact of job insecurity here has led to compensation decline for American workers. Not only has big business been propping up huge profits by cutting the U.S. work force. It has been replacing full time workers with temps and contract workers, shrinking unions and it has been able to increase machine productivity too. These conditions tend to suppress wages and benefits. And under these conditions even a better educated work force will have diminished opportunity in a corporate America that is hiring and selling abroad.
    Downwardly mobile American consumers pose no problem here as foreign sales and labor increasingly fill in. Those unable to find middle class work in the service industry or small, domestic operations will be left out in the future. Offering a ray of hope, Meyerson examines the German example of how to sustain a well employed economy. Their international businesses have employees on their boards and they are contractually required to keep up a domestic work force. With adequate job training and capital behind them, German workers are competitive. This contrasts to our civic minded/business disinterest.
    With the ongoing talk about jobs here, this article should be kept in mind by everyone concerned.
February 21, 2011
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All the Devils Are Here
Bethany McLean & Joe Nocera
2010

   There have been many books written about the 2007-2008 financial meltdown. This take describes the innovation and evolvement of mortgage securitization, starting with Lew Ranieri and winding up with Treasury Secretary, Hank Paulson's government bailout. The players are named along with their positions and contributions as well as the acronyms for the various agencies and financial products. McLean and Nocera interviewed the prominent and the behind the scenes personnel who offered their perspective. Lots of e-mail and phone exchanges are discussed. The compilation offers an inside look at how so many chased the money and lost perspective as to the consequences.
    It can be said that the whole enterprise concerned VaR, value at risk. Risk management. Lenders get interest and fees to take the risk that they will get their money back with a little profit. The greater the risk, the more the contract costs the borrower. Of course, if one can pass off the risk of default, one can make riskier contracts. And that is how the whole business started. And how it got a whole lot more complicated.
    In order to facilitate home ownership, GSEs (Government Sponsored Enterprises) Fannie Mae and Freddie Mack provided banks insurance that their loans would be honored in case of default. That allowed lenders to charge less, and along with the interest tax deduction made buying a home affordable. But Roland Arnall, with Long Beach Savings & Loan and later Ameriquest, took advantage of deregulation under the Reagan administration to make loans to sub-prime borrowers at rates below the "hard money" lenders and he maneuvered around the GSEs to off load bundled contracts to Wall Street. The more noticeable Angelo Mozilo chased after Arnall with his Countrywide corporation and, along with others, the race was on for market share and wealth. Big banks got in on the action, notably Goldman Sacks and Merill Lynch. The authors pick up the inside story of the players there as the pioneers of sub-prime flamed and crashed. Given the counter party entanglements, eventually leverage and trust was stretched to the breaking point and the collateral calls brought the whole Street down.
    But it took so long because all government regulation agencies were dormant, if not compliant, after all the entities seemed so profitable until they suddenly weren't. The in house models of the financial sector never allowed for the unthinkable--even triple A, senior tranche securities could fail if the underpinning fell apart. And with packaged and tranched CDOs being insured and/or being bet against with Credit Default Swap derivatives, lots of people couldn't pay up when they lost. That is why the whole system had to be propped back up by taxpayers, or so we are told.
    A few saw the "insanity" of the process and took short positions, betting that the overrated sub-prime packages would default (in reality no one knew just how sound the mixed mortgage tranches really were). They made a super killing. And in the end, home ownership fluctuated by no more than a point or 2 (most of the loans were refinancings). Nothing beneficial for the country was achieved but the societies wealth was further consolidated.
    This book gets into the weeds more than some others but the reader may come out with a better understanding of how this all happened. That will help cut through the disinformation in the future.
January 18, 2011
JBM
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The Big Splat
Dana Mackenzie
2003

   Given all the attention given to the "heavens" above, the far away galaxies, the search for other planets in other solar systems, and closer to home the rings of Saturn and the surface of Mars etc., it is somewhat surprising that so little attention has been paid by most people to the brightest light, the dead planetoid circling around us, called the Moon. While world and American history is taught in all public schools and there is lots of interest in the formation of earth as we know it now, how many of us are aware of the 3 leading hypothesizes of how the moon was formed and the current one that seemingly best explains the real evolution?
    Mackenzie takes 200 pages to flesh out the historical speculations and the leading actors who proposed the answer from Anaxagoras in 450 B.C. to Charles Darwin's son George to Thomas See to Otto Schmidt and Victor Safronov to Bill Hartman among many others.
    Four principle theories emerged: the fission theory in which a spinning, molten earth flung off enough of itself to form the moon; the capture theory in which the earth's gravitational force pulled in a passing little planet; the accretion theory in which the earth and moon both grew together by devouring debris in their "feeding zones" and the impact theory in which a Mars like planet collided with the earth. It took the Apollo missions to confirm and develop the explanation that stands today.
    We take the moon's influence on us for granted now, how it affects our tides and calendar; its unchanging stability has all but eliminated our interest. Yet, we could have followed up on our landing missions and built a colony from which to further explore space. Instead we are building a space station. Instead we have an orbiting telescope. Instead the author has to spend pages debunking the skepticism which claims that the lunar landing missions never really happened at all!
    One could skip to chapter 12 to find out the current explanation for our moon's formation but that would omit the historical and scientific context. Don't we owe the moon a little more attention than that?
27/August/2004
JBM

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ARTICLE REVIEW

Pakistan's Fatal Shore
Robert D. Kaplan
The Atlantic May/2009

   Most observers have come to believe that Pakistan is probably the most dangerous country in the world. Endless news stories have informed us that Osama bin Laden and his al-Queda is headquartered in the northwest tribal badlands along with the dedicated, ruthless Taliban. The government has been described as corrupt and weak with the prospect of military coups just around the corner. Indeed, aspects of the military have been linked to the insurgents who want to take Pakistan back into the nightmarish dark ages. And the country is loaded with nukes. And it confronts India in the Kashmir region. Explosive possibilities are literally everywhere.
   And then there is our involvement in Afghanistan with the flyover drones and civilian casualties in Pakistan resulting from our air strikes at suspected al-Queda targets.
    But Robert D. Kaplan gives us a look at the overlooked Pakistan; the Markan coast region along the Arabian Sea between India to the east and Iran and Oman to the west. Specifically, Kaplan sites in on the port "city", or someday city, of Gwadar, near the Iranian border. This was the city that was going to be the new Rotterdam, the port that connected oil pipe lines coming down from the north to ships that could take the contents around the world. The Chinese already have started to build the infrastructure. But development has stalled because of the uncertainty of the national situation, the outcome of Pakistan's virtual civil war.
    Further complicating the entire project is the fact that the southern region of Pakistan is Baluchistan tribal territory. Some 6m strong, this faction has had chronic gorilla battles with the Punjabi rulers to the north and feels that any regional development is leaving them out, pushing them aside and/or is coming at their expense. Speculators have driven up land prices while staking claims to property they didn't own. The secular Baluchs (surrounded by religious extremists) are seething.
    The area is peaceful now as everyone awaits political developments up north. Gwadar is still a sleepy fishing village and Kaplan describes some of what he saw there. But if one wants to feel knowledgeable about Pakistan then he should be aware of the potential troubles in the south.
    Whether Pakistan is or becomes a failed state, or not, will determine the fate of Gwadar in the near-mid future. Conversely, keeping an eye on the region will indicate whether the central government actually works or not. It is a great 5 page read.
June 14, 2009
JBM

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ARTICLE(S) REVIEW

Made In the USA
Richard McCormack,
Robert Kuttner,
Jeff Faux,
Carolyn Bartholomew,
Harold Meyerson,
Joan Fitzgerald,
Leo Hindery Jr., Edward G. Rendell, Leo L. Gerard, Donald W. Riegle Jr., R. Thomas Buffenbarger
The American Prospect Jan/Feb 2010

   Many more Americans have woken up to the fact that the U.S. economy is in real trouble. Unemployment is debilitatingly high, our federal and trade debts are unsustainable, state budgets are at the breaking point and the Wall Street recovery isn't translating to main street. The Obama administration has offered an underfunded stimulus to stem a more rapid slide into depression but further expenditures add to the debt problem. E. H. Brown (Web of Debt argued that the federal government could bypass the Federal reserve and just create enough money to rejuice the economy. But for sustainability, this series of articles argues that we will have to recapture our manufacturing base which has been squandered by blind, free trade, market supremacy ideologues, corrupted politicians and unAmerican corporations. The Obama administration and a majority of Americans would do well to pay attention to the diagnosis and prescriptions presented here.
    The A2 article notes that since 2001, when China entered the WTO, we have lost over 40,000 factories, 36% that employ more than 1000 workers. 32% of all manufacturing jobs have been lost since 2000. The ripple effect has been even more devastating. Our trade deficit cannot be reduced without restoring manufactured exports. And it is not just low end products that we have given up making, our export competitors are reaching up to challenge us in high end, sophisticated technology goods. And R&D companies locate near production facilities. Losing machine tool making control even leaves our military vulnerable to foreign shutoffs. China and Japan increasingly have us by the throat.
    Kuttner (A6) outlines how we took for granted the productive advantage we had after WWII coupled with giveaways to countries that would ally themselves with us against communist states. While those countries used protectionist policies (just as we did in colonial times), as well as accepting our aid, we used our military as a quasi industrial policy but it was neither coherent nor strategic. By the 80's the trend was clear but, Kuttner contends, we let the military constrain remedies and surrendered to free market ideologues and Wall Street power. During this late 20th century period we could have clarified industrial policy objectives, assisted R&D, promoted wage subsidies and domestic content requirements etc.. In order to buy our military hardware, customers demanded "offsets", production in the purchasing country, transfer of proprietary technology and agreements to buy the consumer nation's products. NAFTA (1993) was the Clinton vehicle allowing international corporations to take over Mexican companies which would re-export to the U.S. without the overhead of health, safety and environmental standards. Domestic competitors either shifted overseas or went out of business. Bottom line, industrial policy works, just look at Brazil, China, Taiwan, Japan, Korea and even America in its beginning years.
    The A10 article notes specific industrial proposals to get us on track again. President Carter and his Democratic (candidates and Clinton) successors let building a more mercantile economy slip away as free market ideology gained full ascendancy. Now Obama has brought in more financial service, free market advocates.
    A13 concentrates on China and how, with persistence, connivance and predatory policies, along with our corporate help, it has eaten our production lunch. A16 discusses the public's desire for a better balanced economy with more manufacturing. A18 describes our green energy failures and the "hodge-podge" of state policies matched up against China's coherent strategy. And finally, in A21, the authors advocate for a buy America program while citing numerous ominous statistics about our current situation.
    To revise our course we will have to overcome gigantic hurdles. Regaining manufacturing competitiveness will be fought tooth and nail by other countries which will pressure the WTO for sanctions. Republicans will fight to the death to stop any "big government" from forming and implementing industrial policy. Picking winners and losers (e.g. clean energy vs. polluters etc.), will generate backlash. The American public will have to brought around to suppress the right's rantings.
    Theoretically, it could happen. There could be a happy ending down the road. Don't plan on it. Just be prepared and informed by reading this section of the magazine. The points provided will give you a different slant on the priorities and competency of the current administration. You will see why our employment picture won't be returning to health anytime soon.
January 8, 2010
JBM
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