Well said.  

In 1929 the then famous economist pronounced that the stock market was going
to be stable at its high level.  

Many years ago as a graduate student I argued with the mathematical
economists that they have perfected ever more precise ways of measuring
hypothetical curves.  Their answer is that one day we will have the data to
show those curves and our measuring tools will come into their own.

I gave up on them and wrote my PhD. on a critique of economic theory.
(Imperfect and Monopolistic Competition in Historical Perspective) 


http://en.wikipedia.org/wiki/Irving_Fisher

"Fisher was perhaps the first celebrity economist, but his reputation during
his lifetime was irreparably harmed by his public statements, just prior to
the Wall Street Crash of 1929, claiming that the stock market had reached "a
permanently high plateau."


-----Original Message-----
From: [email protected]
[mailto:[email protected]] On Behalf Of Mike Spencer
Sent: Monday, November 14, 2011 3:24 AM
To: [email protected]
Subject: [Futurework] Re: FW: California & Bust


> http://www.vanityfair.com/business/features/2011/11/michael-lewis-201111

>From the article:

    The richest society the world has ever seen has grown rich by
    devising better and better ways to give people what they want. The
    effect on the brain of lots of instant gratification is something
    like the effect on the right hand of cutting off the left: the
    more the lizard core is used the more dominant it becomes. "What
    we're doing is minimizing the use of the part of the brain that
    lizards don't have," says Whybrow. "We've created physiological
    dysfunction. We have lost the ability to self-regulate, at all
    levels of the society. The $5 million you get paid at Goldman
    Sachs if you do whatever they ask you to do -- that is the
    chocolate cake upgraded."

    The succession of financial bubbles, and the amassing of personal
    and public debt, Whybrow views as simply an expression of the
    lizard-brained way of life. A color-coded map of American personal
    indebtedness could be laid on top of the Centers for Disease
    Control's color-coded map that illustrates the fantastic rise in
    rates of obesity across the United States since 1985 without
    disturbing the general pattern. The boom in trading activity in
    individual stock portfolios; the spread of legalized gambling; the
    rise of drug and alcohol addiction -- it is all of a
    piece. Everywhere you turn you see Americans sacrifice their
    long-term interests for short-term rewards.


Um, right.  What does that do to the theory -- no, lets say the notion
-- of "rational expectations"?

http://www.theglobeandmail.com/news/politics/economics-has-met-the-enemy-and
-it-is-economics/article2202027/singlepage/

    ...both these theories tend to ignore what John Maynard Keynes
    called the "animal spirits" -- playing down human irrationality,
    inefficiency, venality and ignorance. Those are qualities that are
    hard to plug into a mathematical equation that purports to model
    human behaviour.

    These models also have failed to take into account the profound
    changes wrought by globalization, and the growing importance of
    banks, hedge funds and other financial institutions. Yet they have
    successfully provided a "scientific" cover for an anti-regulatory
    political agenda that is popular on Wall Street and in some
    Washington political circles.

    (Ira Basen, G&M Saturday, 15 October 2011, p. F-1 ff.)

and further down, quoting Paul Krugman,

    The economics profession went astray because economists, as a group,
    mistook beauty for truth...The central cause of the profession's
    failure was the desire for an all-encompassing, intellectually elegant
    approach that gave economists a chance to show off their mathematical
    prowess.

    [This quotation is truncated (up to the elipsis) in the on-line
    version.  I'm quoting from the print copy.]

- Mike

-- 
Michael Spencer                  Nova Scotia, Canada       .~. 
                                                           /V\ 
[email protected]                                     /( )\
http://home.tallships.ca/mspencer/                        ^^-^^
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