I don't see either the US or Canada as capital poor, but a lot depends on how 
that capital is managed.  More specifically, how well is it employed in the 
productive process and how effectively is it generating employment?  I don't 
see the US using its capital very effectively right now.  US consumption has 
become too dependent on production in low wage countries abroad and a 
sufficient number of jobs are not being generated at home.

Canada's situation is different.  It is export dependent and the US is its 
largest market.  If the US is in a slump, Canada tends to be in a slump.  This 
could change over time as an increasing share of Canada's exports go to 
countries other than the US -- e.g. China.

As far as cash goes, governments can tax or they can borrow.  Many things I've 
read suggest that there's been too much borrowing during recent years.  
Currently, US public debt is pegged at about 90% of Gross Domestic Product.  A 
considerable proportion of this has come from the sale of US treasuries to 
China and Japan.  The public debt has also recently been inflated by some high 
bailout expenditures -- e.g. TARP in the US, the automotive industry in Canada. 
 Some have argued that the bailouts should not have take place and that the 
failure of essentially corrupted large enterprises would have led to a more 
efficient economy -- short term pain for long term gain.

That's about all I can say without doing a lot of research, Ray, and I don't 
want to do that right now.  But I'd suggest that it's not as hohokum as you 
suggest.  In Europe, the Greeks were told all's well until it became apparent 
that Greece couldn't pay its debts, and the other PIGS are in trouble too.  
Programs and peoples expectations have had to be cut back.  Worried about debt 
and the strength of the Euro, the whole EU is in a retrenchment mode.  In the 
US, states are unable to pay their bills and layoffs are underway.  California 
appears to be the prime example.

Ed

  ----- Original Message ----- 
  From: Ray Harrell 
  To: 'RE-DESIGNING WORK, INCOME DISTRIBUTION,EDUCATION' 
  Sent: Wednesday, July 14, 2010 1:41 PM
  Subject: Re: [Futurework] Fw: [Ottawadissenters] Fw: More dismal stuff


  Capital Ed.   Is the government capital poor or cash poor?     Can you 
imagine a country the size of the U.S. as Capital poor.   I can't.   How about 
Canada?    These countries sound like the rich folks I know who complain about 
paying for services because they are poor.   Hohokum!

   

  REH

   

   

   

  From: [email protected] 
[mailto:[email protected]] On Behalf Of Ed Weick
  Sent: Wednesday, July 14, 2010 11:10 AM
  To: [email protected]
  Subject: [Futurework] Fw: [Ottawadissenters] Fw: More dismal stuff

   

   

  ----- Original Message ----- 

  From: Ed Weick 

  To: [email protected] 

  Sent: Wednesday, July 14, 2010 11:08 AM

  Subject: Re: [Ottawadissenters] Fw: More dismal stuff

   

    

  The main trends I see are continuing population growth, continued 
urbanization (see Mike Davis's Planet of Slums for example), reduced employment 
per unit of output (increasing efficiency in production), a continuing shift of 
production to the low wage world, and the increasing importance of the 
financial sector as opposed to the goods producing sector in the advanced 
world.  All of this means an exacerbation of the unemployment problem we have 
now.  I don't think that the world we're moving into will be a pretty place.

   

  A little over a decade ago I spent a month in a vast slum of Sao Paulo, then 
a city of 20 million people.  Many, perhaps most, of the families of that slum 
were migrants from the countryside who had lost jobs on plantations because 
machinery had replaced them.  They were stuck; there was no way that they could 
go back to the land and grow their own food.  The people I worked with lived in 
a third stage favela (slum).  Accommodation consisted of very crowded but solid 
brick-block buildings.  People in second stage favelas lived in shacks cobbled 
together out of whatever wood and tin could be found.  First stage favelados 
slept in cardboard boxes under overpasses.  

   

  People did whatever they could to stay alive.  Quite a few worked in hotels 
downtown, others ran local shops, but many sold drugs and turned to petty or 
even major crime.  Standoffs and shootings between the police and drug dealers 
or criminals were commonplace.

   

  I'm not suggesting that our situation will be like that of Sao Paulo, but 
given the kinds of changes now apparent, we will go some distance in that 
direction.  Our kids won't have the kinds of opportunities we had, and it will 
likely be worse for our grandkids.  We increasingly hear the word "deflation", 
which suggests a prolonged slump and falling prices because people cannot or 
will not spend as they did before.  Paul Krugman argues that if people are not 
spending, the government must, but governments already have high debts and 
their powers to tax are diminishing.

   

  Sorry that this posting is a downer, but I'm not an optimist so I might as 
well say it how I see it.

   

  Ed

   

   

    ----- Original Message ----- 

    From: balfourarch 

    To: [email protected] 

    Sent: Monday, July 12, 2010 11:11 PM

    Subject: Re: [Ottawadissenters] Fw: More dismal stuff

     

      

    Ed 

    That kind of scenario cannot play out; post oil food if not raised locally 
is not coming from afar. 

    The economy that allows the city state to exist collapses. The dregs cannot 
exist if the flotsam above has sunk; the folks will be busy trying out how to 
raise a little food inner city wise or moving to the hinterland to take over 
the monoculture abandoned fields. Or die.

    As in the latter day urbanization as saviour days are not sustainable. The 
inner city has nothing to trade for the food from the hinterland. They have to 
get their hands dirty.....

    No room left for the drug culture.

    rb

     

    On 2010.07.12, at 3:14 PM, Ed Weick wrote:





      

     

     

    ----- Original Message ----- 

    From: Ed Weick 

    To: Keith Hudson 

    Sent: Monday, July 12, 2010 5:40 PM

    Subject: Re: More dismal stuff

     

    Keith, I understand what you are saying, but I'd still maintain that the 
world has changed greatly over the past half century.  Production takes place 
over a much larger part of the globe, container ships and aircraft move what is 
produced around much more rapidly, communications are instant and America and 
Europe have lost much of their economic clout.  Because production has become 
more efficient it needs fewer people per unit of output and yet the global 
population continues to grow and its growth is expected to continue.  I see the 
question of how increasingly urbanized populations will make a living as a 
major problem.  Increasingly via drugs and crime probably.

     

    Ed 

      ----- Original Message ----- 

      From: Keith Hudson 

      To: Ed Weick ; RE-DESIGNING WORK, INCOME DISTRIBUTION, , EDUCATION 

      Sent: Monday, July 12, 2010 1:45 PM

      Subject: Re: More dismal stuff

       

      Ed,

      At 11:34 12/07/2010 -0400, you wrote:




      There's been a lot of discussion, too much in fact, on Keynes and Hayek 
on the list recently.  I recall reading them, and others like Friedman, a very 
very long time ago.  They understood the world from the perspective of their 
times, but now they're all dead.  Well Krugman, essentially a Keynesian, isn't 
dead, but the kinds of things he keeps saying in his columns, which I've 
characterized as "spend, spend, spend", seems out of place too as belonging to 
a past era rather than now.

      What kind of a world do we live in now and how might we think about it?  
One of the greatest differences between the worlds of Keynes and Hayek is the 
extent of globalization.


      There was as much, if not more, globalized trade (as between many 
different importers and exporters in different countries)(as a percentage of 
total world GDP) in the 1870s/80s as now. A very great deal of globalized 
"trade" today is the shifting of components and sub-components within and 
between large corporations. 




        Economic decisions and actions that are now made a very long distance 
from us can have a huge effect on our well being.  When Keynes and Hayek lived, 
and thought, unemployment in a particular country was seen as caused by a fall 
in effective demand in that country or by market imperfection such as too much 
monopolization and too little competition.  I don't think that is the case now. 
 Many Americans for example are unemployed because a large chunk has been 
ripped out of their economy and shipped off to China.


      But it's still the case that most high-value components (with higher 
profit margins) are made elsewhere and only assembled in China. Even so, 
Chinese wage rates are rising rapidly now -- just as they did in Japan and 
Korea in the 1960s and the 1980s respectively -- and will be equivalent to ours 
in the not too distant future. Chinese firms will then start to move to the UK 
and the US just as the Japanese and the Koreans have done. 




      Another major difference between the world of Keynes and Hayek and our 
world is that of the efficiency of the productive process.  Even if production 
has or has not been shifted to China and the BRICs, the productive process 
employs far fewer people than in would have in Keynes' and Hayek's day. But 
because of population growth there are far more people needing work.  Even the 
production of an increasing proportion of consumers goods in China has done 
little to increase the proportion of the Chinese population that is employed.  
And globally, while the efficiency of production has increased greatly, so has 
the proportion of the global population needing employment.  In 1950, global 
population was approximately 2.5 billion; by 2000 it had increased to over 6 
billion.  And a much larger proportion of global population lived in cities 
where they would be less able to fend for themselves if they did not find jobs.

      Yet another major difference between our world and that of Keynes and 
Hayek is the greatly expanded role of the financial sector, which can play a 
very large role in global economic illness or health, as the US subprime 
mortgage debacle has demonstrated.  Yes indeed, as James Galbraith argues, 
catch the bastards, incarcerate them, apply tough laws, etc., but will that 
stop them?  Hardly, given the vast number of hiding places that electronic 
communications now provide them. 

      So, let us nod respectfully in the directions of Keynes and Hayek and 
earlier economic thinkers like Adam Smith, Jean Baptiste Say, David Ricardo, 
etc., but let's not forget that we live in a very different world than they did.


      But the basic nature of economic transactions remains exactly the same as 
then -- and probably the same as in 75,000BC when sea-shell necklaces were 
traded over long distances.




        My greatest fear is that our world of growing population, job 
shrinkage, and the growth of nefarious practices could, in a couple of decades, 
resemble the world portrayed in Soylent Green, a very classic movie about a 
world gone totally out of kilter.


      All the signs are that when people are in Soylent green scenarios -- as 
they surely will be in many regions of the world -- then fertility rates go way 
down. There'll also be a huge amount of starvation but, within a generation or 
so, the world population should start to sink. I think the basic technologies 
will be extremely sophisticated by then so the big issue within the advanced 
countries (not necessarily those of today) will be whether they can educate 
their children up to a standard to be able to force job sharing on the adults 
with interesting.

      Keith




      Ed


       

    Keith Hudson, Saltford, England 

     

     

    balfourarch

    [email protected]

     

     

     

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