Michael Perelman said...

"Regarding Nathan's synthesis, one reason why Sherman may have been
right as well as Shaikh et al.  Consider the automobile industry in
the 50's and 60s.  Very little competition occurred.  Studebaker,
Hudson, & American Motors survived at the margin with the support of
the Big Three to reduce the threat of antitrust.

With international competition, which heated up later, the
monopolistic profits evaporated.

Intellectual property rights tightened to protect some key industries
from such foreign competition as the US economy heated up."

I find your line of analysis interesting and I want to follow up on it
by taking what I see as the "classical marxist" perspective.

I actually don't think one need to go to lack of competition for an
explanation. If you think of it in terms of average socially necessary
labor time on a world scale,
The socially necessary labor time it took to build a car in the united
states was very below average in the "world market" because the
technological innovations hadn't yet been defused across the world. As
a result the American car companies were actually out competing
others. In the late 1960's and on the technological innovations became
more generalized and what Schumpeter would call "innovation rents"
disappeared.

As an aside I think marx had a lot of interesting and suggestive
thoughts on trade theory and balance of payments but I think they've
been underdeveloped severly in a lot of the Marxian writings I've
encountered.

-- 
-Nathan Tankus
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