unsustainable fiscal policy Archive

The Pundit Wars

By John Lumbard. The economy is accelerating.  It’s been almost four years since the official end of the 2007-2009 recession, yet New York Times op-ed columnist Paul Krugman is still calling for more stimulus spending!  Maybe if we were to pave every road every year . . . Last month the former...
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The Obama Tax Cuts

By Drew Kellner, CFA. In the final days of 2012, as the Bush Tax Cuts were about to expire forever, the sitting President pressed to make them permanent for nearly every American.  There was a brief debate about whether “nearly every” meant 98% or 99% of all taxpayers (in the end...
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On Savings and Debt

By James Schaefer. Some years back, at an annual company off-site retreat, a presenter was elaborating on money.  He gave many definitions, then asked us to think of money in a slightly different way.  Rather than thinking of it as a medium of exchange, he asked us to think of money as...
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Another Path To Solvency

By John Lumbard. The legislatures of seventeen states have recently passed a bill calling for a constitutional convention that would be focused solely on the drafting of a balanced budget amendment to the Constitution.  Each of these bills explicitly states that it will be declared null and void if the Supreme...
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Contagion and Eurosclerosis

By John Lumbard. The debt of Portugal has fallen in value so much that a buyer can now get a yield of 16% on long term, ten year bonds.  Portugal won't have to actually pay 16% until it has to borrow again (most likely when an old bond issue matures and...
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So. There Really Was Enough Money After All . . .

By James Schaefer.   The existence of the Alternate Plan, which substitutes for Social Security in three Texas counties, is proof that Social Security has collected sufficient FICA revenue over the decades to keep the system solvent (Perry Is Right; There Is a Texas Model for Fixing Social Security, Wall Street Journal, September...
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The Most Predictable Economic Crisis In History

That's what Erskine Bowles, co-chair of the president's National Commission on Fiscal Responsibility, said about our government's ever-so-slowly-developing fiscal calamity in this Senate Budget Committee testimony. The President disavowed the findings of his commission, but it continued on in a scaled-down group of six members (all Senators) called the Gang of...
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Dominique Strauss-Kahn

By John Lumbard.   What does the allegedly-amoral head of the International Monetary fund have to do with budget deficits in the U.S.?  Ever since the fall of 2008 Americans have been losing trust in their leadership and institutions.  The arrest of "DSK" pulls one more pillar out from under the...
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The Milton Friedman Moment

By James Schaefer "There's no such thing as a free lunch."   Fifty years ago most Americans believed those words, and they were used by Milton Friedman in a 1975 book of that title. Jenny Fisher-Sullivan elaborated in the Wall Street Journal (March 3, 2011): The Fed works for our bankrupt federal government and...
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Party On!

By John Lumbard.   When we launched this blog the federal debt was 12-and-something trillion, and we were fretting about the first trillion-dollar budget deficit.  Really, I shouldn't have been surprised to see the $14 trillion number at the top of our home page, but it touched a nerve anyway.  And...
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