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We Don’t Have One

The CEO problem

Oddly, Zakaria offers a hair-of-the-dog solution in the short term, demanding another government stimulus package in the summer.  Why?  Because teachers will lose their jobs, Zakaria claims, falling into the same trap that the national media bought in the wake of Porkulus.  Never mind that dozens of state- and local-based media reported accurately that those jobs were never actually in jeopardy, as the “education” funds received by the states allowed them to shift resources to protect jobs in other bureaucracies.  Zakaria spends most of his column showing how destructive the government interventions have been, and then argues we can’t live without just one more round, like an alcoholic who promises to swear off the bottle tomorrow.

In order to unlock the capital in those ledgers, the US needs to set a fiscal course that demonstrates deficit reduction and elimination through substantial spending cuts rather than future tax hikes.  That means an end to government interventions, especially those added or enhanced in the last few years that took the annual federal budget from $2.77 trillion to over $3.8 trillion in just three fiscal years.  Capital markets need to see pro-capital policies, run by people who actually understand capital markets, and not by ivory-tower intellectuals whose closest experience to private-sector management was a case study published by the Harvard School of Business.  And until Washington starts producing those kinds of policies, investors will continue to shield their capital — or find other markets in which to invest it.


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