Tuesday, February 18, 2020

A simple Solution to fix the 'rigged Economy'

As an economist, Milton Ezrati has impressive credentials, and he just published an impressive 6,500-word essay under the title: “The U.S. Economy Is Rigged,” printed on February 16, 2020 in National Interest.

Ezrati has a point of view in which he firmly believes. He sees the modern economy as being little different from that of the Fascist era. It is dangerous, he says, as proven by the 2008-2009 near collapse of the financial system, something that can happen again, he warns. Ezrati did a good job defending his point of view, as long as you look at it through the narrow angle which he uses to layout his argument. But is that all you can say about this subject?

The writer's concern is not the “concentrations of commercial and financial power” as such––though he has misgivings about that too––but the concentration that is done in partnership with the government. When this happens, says Milton Ezrati, the government takes control of the operation because it has the levers of power by which to force the corporations to bend to its will. This allows the government to choose winners and losers rather than let the marketplace decide who lives and who perishes.

If and when the government decides that a meritless corporation must live, as it does some of the time, it bails it with taxpayers' money through such program as the “Troubled Asset Relief Program (TARP)” and by allowing the creation of devious financial schemes such as the “securitization” of bad assets and the “credit default swaps.” The point that Ezrati makes with a hint of anger, is that politicians holding office, collude with the corporations that go along with them. Together, they run the economy in a way that serves the electoral interests of one and the financial interests of the other. They do all this at the expense of the public which ends up paying a heavy price for the mess created by those who profit from it.

Does that mean Milton Ezrati prefers having a system of unfettered capitalism as long as it is not pursued in partnership with the government? It would seem so, but he still wants to see the government get involved by making such laws as the Sherman Anti-Trust Act of 1890 to prevent the formation of monopolies. These are what Ezrati calls capitalist machines that, “manipulate financial markets, abuse workers, and force higher prices on consumers even as they limit consumer choices by controlling the flows of products to market.” And everyone agrees there is not much to like about that.

Looking at all that Milton Ezrati wants to see in an economic system, we find it to be essentially the system that America is adopting at this time. So, we must ask: what is the gripe that prompted him to warn that the US economy is rigged? There can only be one answer: Beside the inherent unfairness in what he calls a rigged economy, he worries that the 2008-2009 meltdown will happen again.

If that's the case, why did he not propose a solution to prevent such thing from happening? Well, maybe he doesn't have a solution. If so, it could be that the neglected to look at the model known as public-private partnership, which many regimes around the world are experimenting with at this time. Something good may come out of these experiments, and if he delves into the subject by adding his two-cents worth of ideas, he could make a meaningful contribution.

The idea behind the public-private partnership model, is that it is no longer acceptable to make businesses accountable to all their shareholders except one: The public. Because many of the large corporations, such as those that do business internationally, cannot run efficiently without the participation of the government, be it financially or legislatively or diplomatically, the government must have seats on the board of directors where it will articulate the views of the public, and safeguard its interests.

But that's exactly what Milton Ezrati rejects instinctively, seeing it as the ultimate setup that can and will ultimately evolve into a government-business collusion. His argument suggests that absent a system of checks and balances in the economy, such as the one that's working relatively well for the political setup of the United States, the public-private partnership will take us back to square one.

When we look at the problem under this light, a solution that should work well, suggests itself. Here it is: To make sure that the government representatives on a corporation's board of directors, have not been corrupted, a committee acting as both ombudsman and grand jury can be formed on an ad hoc basis when there is credible evidence that collusion has taken place in a corporation.

The mere possibility that such committee can be formed, will serve as a powerful deterrent, and will considerably reduce the possibility of corruption developing.

But if corruption develops anyway, it will be taken care of legally, and will be stamped out before causing much damage to the corporation.

More importantly, it will prevent triggering the chain reaction that can collapse the entire economy such as the one that almost happened in 2008-2009.