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The background art you see is part of a stained glass depiction by Marc Chagall of The Creation. An unknowable reality (Reality 1) was filtered through the beliefs and sensibilities of Chagall (Reality 2) to become the art we appropriate into our own life(third hand reality). A subtext of this blog (one of several) will be that we each make our own reality by how we appropriate and use the opinions, "fact" and influences of others in our own lives. Here we can claim only our truths, not anyone else's. Otherwise, enjoy, be civil and be opinionated! You can comment by clicking on the blue "comments" button that follows the post, or recommend the blog by clicking the +1 button.

Wednesday, November 27, 2013

Sustainable Markets

A 2010 book by Robert Reich, Aftershock: The Next Economy and America's Future, does a nice job of describing the direct causes of the “Great Recession” in terms of income inequality’s effect on reducing demand.  Reich, the former Secretary of Labor in the Clinton Administration provides a neat analysis, and I agree with most of it.  He’s “singing my song” in describing how we have forgotten the lessons of Henry Ford, that a prosperous business must have prosperous customers and the best start for that is to pay your own employees well.  Demand for your goods implies an ability to pay for them, and paying everyone else minimum wages while you invest your profits, thereby yourself reducing demand, does not do the job.  Markets thereby operate at reduced efficiency, and a vicious cycle of unprofitability leading to further belt-tightening begins.  The market itself becomes unsustainable.  He goes on to warn of the political revolution of resentment that is building in this country because of the careless ways in which the one percent are treating the lives of others.  But an analysis like his, an economic one that speaks mostly in terms of supply and demand curves, does not cover some of the fundamentals of life “outside the market.”
Suppose you are driving on the Washington D.C. beltway with a sick kid, trying to get him to the hospital.  Just a poor minimum wage worker, like thousands of others, you feel you don’t have the money to move over into the express lane, available only by paying a substantial toll, so you’re just trying to get by the miserable traffic jam that’s always there in the regular lanes, hoping your kid won’t get much sicker in the meanwhile.  A lane over, a Mafia Godfather, fresh from bumping off one of his counterparts, is celebrating by heading for the casino to throw around the big money he just got from a drug deal; impatient with the jam, he shifts over to the express lane and proceeds smoothly on his way; cost is not even a thought.  Though it’s a somewhat silly caricature of beltway traffic, the ethical issues are obvious, but they don’t count.  The beltway market, for that’s what is, does not deal with ethics, only with supply and demand and who has the money to purchase its goods.  The market does not make any choices either between present or future generations.  Or does it?  The fact that future generations cannot “vote” by purchasing or abstaining from purchasing means automatically that the market does not directly consider their needs.  There are no discounts for sick infants.  Nor can the market consider its own future.  It is only a mechanism for exchange of goods; if it is to be run into the ground by its own success or by its failure to adapt to change, that is beyond its choice.  It is an interesting contradiction that General Accounting Principles require individual businesses to act as though they are continuing entities but laissez faire capitalism, in which the invisible hand of the market heals all wounds, contains no bandages for the market’s own injuries.
That failure to consider its own need for survival, its sustainability, has begun to dawn on some observant CEOs.  An interesting article in the Atlantic Monthly reports that some CEOs have recognized that society itself furnishes a “license to trade”, a legitimization of business practices, that is revocable, and that license is getting frayed by the current excesses of the market.  To appreciate that, think of two extremes:  first, the social and legal prohibitions on sale of body parts.  In pure laissez faire capitalism, if you want to sell your kidney for food to feed your children, feel free to do so; there’s a market for it.  But it is prohibited.  Second, the corner lemonade stands run by neighborhood children in the summertime.  The stands probably violate all sorts of zoning, child labor and health laws.  But if some grumpy neighbor were to object, almost certainly the laws would simply be modified to accommodate the stands; society approves of them.   Society “licenses” certain things and bars others, for reasons outside the market. The CEOs are banding their companies together in different non-market ways, such as mutual assistance in disasters, like pioneer “family” to make life happier and easier and more ethical for all.   They recognize that if the market itself becomes unethical, society will intrude to enforce its rules through increased regulation.
But the CEOs’ concerns speak to only the market’s ethical wounds.  Future generations still have no “vote”, and the market still resists change more than it accommodates to it.  The basic market model envisions businesses seeking immediate profits in a stable environment.  The goal of the market is the production of products beneficial to society.  That was the culture in which Adam Smith’s The Wealth of Nations was embedded. But the 21st century is presenting climate change, globalization and rapid technology change as givens in a new environment which current markets cannot effectively manage.  With immediate profits as the accepted goal, only new technologies, such as cell phones, where there is no entrenchment are able to rapidly “arrive.”  Governmental basic research and development, green technology, businesses oriented to taking long term advantage by battling climate change and long term projects like infrastructure upgrade, which require cooperative action between markets and government, must battle for their existence with the entrenched industries and their lobbyists. 
A fundamental problem is that focus on immediate profit, which promotes avoidance of dealing with externalities.  Producing products for the benefit of society, a given for Adam Smith, is no longer necessarily the goal.   The libertarian doctrine that corporations must focus entirely on maximizing profit to shareholders, popular since the 1980s, combined with the focus on executive bonuses based on short term results, results in eliminating the brakes on excesses, emphasizes financial manipulation over production and minimizes the corporation’s contribution to sustaining the society in which it is embedded.
Just as we have begun focusing on sustainable agriculture, we must begin focusing on a sustainable business environment.  Our market model is broken.  Changing accounting rules to discourage focus on bonuses based on short term profits, as advocated by some economists, is a start.  But business models must also give more credit for dealing with “externalities.”  In other countries, businesses join with government in cooperative long-term projects to develop new industries, but that is not popular here because of a bias against long-term budget commitments and outdated fears of “socialism”; organized “industrial planning” by government needs promotion.  More Business tax credits are needed which would profit businesses long term by encouraging research and long-term development. That lemonade stand could increase its business long term by investing in a shade against the sun to increase the enjoyment of its customers.  It is only fair that America invest in infrastructure and green technology for the long-term benefit of its citizens; our competitors, China, Germany and the rest, are doing it already.

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