Friday, April 28, 2017

Peeing on our shoes (again)

        The latest entry in the apparently bottomless pit of  Trump administration  "don't piss on my shoes and tell me it's just raining" absurdities will be unveiled soon, we're told. Supposedly it'll be "really huge, really great, large and bigger than anything any president has ever done!" Of course this is just one man's opinion. So what could this colossal revelation be? Why, tax cuts for business and  the wealthy, of course.

       It is tragic that a man who actually has zero understanding of economics (don't give me that "He's a financial genius" bullshit, show me his taxes and recall his 6 bankruptcies along the way) has any shred of control of the nation's financial welfare. There was another man, also Republican who entered office with claims of economic guru status. He knew all about how tax cuts on the wealthy would make us all happy and financially well off. That man doubled the national debt. 

       Nationally known economist and advisor to both Kennedy and Johnson, Pierre Renfret was asked by Reagan's handlers to  counsel Reagan, as in talk some sense into the man regarding Supply side economics, which even his eventual VP, Bush 41 called "voo-doo economics."  He gave up, stating that Reagan staked the entire economy on his "feeling" that "I just know that it works."  Taking office during an economic period when growth was  stagnant, but by no means in recession such as Bush 43 left, he doubled the national debt, because he continued to spend ("Star Wars?") as if supply side economics worked, when it clearly didn't.
  
      In high school, those of us who stayed awake during the mandatory  semester of economics learned this as "The Trickle Down theory." It is based on the following supposition: That every dollar cut in taxes will be "multiplied" through the economy and stimulate growth, ergo everybody's happy. A corollary  to this canard is the insistence that deregulation of business is in everyone's best interest, when in fact, while that would probably hold true for the immediate fortunes of the top 1% of the body politic, it is blatantly phony when applied to the rest of us, for reasons I'll explain directly.     

       Supply siders begin their justification for their position with a palpable lie. They insist that there is a greater than one to one correlation between tax reduction and increased revenues.  In plainspeak: If taxes are cut on top earners including corporations, the money not spent on taxes will be plowed back into  the economy in terms of expansion, increased salaries and infrastructure. The only actual statistical analysis study done to test this theory (by the National Bureau of Economic Research) reveals that, counter to the promises of the supply siders,  the promised results simply never materialize. The analysis  shows that for every dollar reduction in income tax, a mere 17 cents per dollar in revenue materializes. For corporate tax reductions, a better, but still woefully short of the pie in the sky promise, 50 cents per dollar revenue results. This has been shown to be valid through both the Reagan and Bush 43 administrations. In fact both were leading "cutters" of tax on the top earners and in both cases lead the league in percentage debt increases. "What?" more than Obama?  In terms of percentage increases in the national debt, absolutely. During the Reagan years, the national debt increased by 186%!  Bush 43 oversaw a more modest 101% debt increase. In a semi-catastrophic recession, second only to the Great Depression, triggered in large part by failure to regulate/oversee financial markets, Obama increased the debt by just 35%.

        Analyzing the probable immediate results of reducing personal income taxes paints a stark picture. Since we know from actual  analysis during two major Republican initiated personal tax cuts that only 17 cents in federal revenue comes back for every dollar spent, it is possible to project the results of such tax cuts. This year, of a projected total Federal revenue of $7 trillion, a fairly consistent 45% will (again) come directly from you and me in income tax. So under what we can discern re: Trump's proposal (it isn't really his, he is incapable of such formulation) the lower 60% of Americans would see essentially no change, but the top .01% would see a monumental reduction in tax obligation. In fact, Current budget reconciliation rules dictate that no law shall increase the deficit after 10 years by a single dollar. This proposal would increase the deficit after 10 years by $10 trillion in the following decade. This amounts to 50% of the present national debt!  Even the most watered-down version of this bill—no individual tax changes, just a short-term corporate rate cut—would still raise the deficit after the 10-year window, according to the Joint Committee on Taxation.

       So what did Reagan and his Republican Congress actually do?  The Economic Recovery Tax Act of 1981 also known as the ERTA or "Kemp-Roth Tax Cut", was signed on August 13, 1981, by President Ronald Reagan at Rancho del Cielo, his California ranch. (You know, like Mar a Lago West?) Its stated goal was "to amend the Internal Revenue Code of 1954 to encourage economic growth through reductions in individual income tax rates, the expensing of depreciable property, incentives for small businesses, and incentives for savings, and for other purposes".  Included in the act was an across-the-board decrease in the marginal personal income  tax rates in the United States by 23% over three years, with the top rate reduced  from 70% to 50% and the bottom rate  from 14% to 11%.

        In the following year after enactment of ERTA, the deficit ballooned, which in turn, drove interest rates from around 12% to over 20%, which, in turn, drove the economy into the second dip of the 1978-82 "double dip recession". The Dow Jones average, which had been over 1000 before enactment of ERTA, fell to 770 by September 1982.

                Without the decency of  so much as a simple  acknowledgement that they had been grossly incorrect in their belief in supply side theory, much of the 1981 ERTA was reversed  out in September 1982 by the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA), sometimes called the largest tax increase of the post-war period.  Sadly, the only way to make supply side theory work is to spend less. In truth, it still doesn't work, but as in our daily lives, spending less saves money. Of course, we all know who the targets of these cuts would  be, and it isn't the fat cats of Exxon, Morgan Stanley et al, is it?

        Obviously there is recent precedent for anyone willing to dispassionately evaluate it.   Even so, Trump who is far more a dullard than Reagan, Kemp/Roth and their ilk, has been lured to trickle down by, what one must assume, are several issues. First, it helps his own business interests, by reducing his tax obligations, and let's be candid enough to admit that he is not distanced to any real extent from his business interests. Additionally it curries favor with those of his social stratum (I originally typed "class" for "stratum", but my computer almost crashed when I used the word "class" in a monograph on Trump. Finally, and saddest to consider, he's simply too ignorant to learn from recent history and too lazy to educate himself.


         In the final analysis, as tax cuts on the top induce suffering at the bottom, Trump and his rubber stamp Congress will probably, in private,  echo the line from Mel Brooks' "History of the World, Part I", where, when a Roman Senator asks "What about the poor?" the rest of the senators respond as one, "Fuck the poor!"       

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