Only Economists Believe the ‘Great Recession’ Ended

The term “Great Recession” first came into popular usage a couple of years ago, a tacit acknowledgment that the economic quagmire we entered in late 2007 was qualitatively worse than any mere recession this country had previously experienced. As indeed it was – or if you prefer, continues to be. Home prices in the U.S. have plummeted more than 30 percent, while unemployment has risen to its highest levels since the 1930s. These symptoms have not only persisted, they are apparently getting worse. Earlier this week it was reported that the three-year decline in real estate valuations across the U.S. continued into January, further ravaging such already down-and-out cities as Las Vegas, Cleveland and Detroit.  In at least 11 other major cities, prices were reported to have fallen to the pre-boom levels of 2003 or earlier. But prices also fell to ten-year lows in places where real estate never got quite as pumped, such as Denver, Atlanta, Minneapolis and Chicago. Imagine having zero equity in a home on which you’ve been making mortgage payments since 2000.  According to the latest statistics, that is exactly the situation facing many homeowners in areas of the country where property valuations until recently had been holding up relatively well. 

You could hardly blame 30 million property owners who are underwater for thinking the recession never ended.  For in plain fact it never did, and only someone with a PhD in economics could be so blind to reality as to maintain otherwise. Two economist we would cite in particular are Princeton University’s Alan Blinder and Mark Zandi, authors of a paper entitled “How the Great Recession Was Brought to an End”.  That’s an oxymoron, as far as we’re concerned, since, these days, when the term “Great Recession” is used, it is meant to connote a recession that is still very much with us.  If it is a talking head on CNBC who is using the term, you can bet that he or she is being just a little bit coy.  On the one hand, the guest is trying to avoid falling out of step with official, party-line pronouncements that had the recession ending as early as the second quarter of 2009.  On the other hand, the guest doesn’t want to sound like a complete idiot to a hundred million Americans for whom economic straits have only tightened since the recession allegedly ended. For their part, network anchors who want to skirt the issue accurately refer to these hard times as, well, hard times. How else to present an endless stream of grim economic news that, on its face, and notwithstanding the ostensibly upbeat pronouncements of eggheads beholden to the status quo, tell us the U.S. economy remains in a deep wallow, alleviated only by the appalling spectacle of a stock market wafting higher and higher on the toxic vapors of Quantitative Easing.

Parroting Reid-Pelosi

In fairness to Blinder and Zandi, they made clear that maintaining the fiction of economic recovery required The Government to, among other things,  extend jobless benefits more or less indefinitely, and at a cost so far of $300 billion, to a growing cadre of the unemployed. Where Blinder and Zandi run off the rails is in parroting the Pelosi-Reid line that all of this money – every penny of it, need we remind you, borrowed from the future earnings of productive workers – provides a real boost to the economy. The two eggheads put an actual number on this benefit: $1.61 returned to the economy for every $1.00 spent on benefits. Who but an economist or a politician would have us believe something so brazenly stupid and counterintuitive? To remained disinterestedly above such claptrap, we’d suggest keeping in mind, every time you hear the term “Great Recession,” that it is far from over.   

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  • sharonsj April 11, 2011, 1:42 am

    Having a college degree doesn’t mean you have a job. My upper middle class friends (lawyer, accountant, computer developers) are going broke. Several lower class friends are on the verge of homelessness (one just saved by bankruptcy; the other may be living in a broken van). My business is very slow and I’m saved only by money from a natural gas drilling lease (which I consider to be sheer luck). Otherwise my home thermostat would be set at 55 degrees–like everyone else I know.

    There is no recovery; it’s all smoke and mirrors. At some point, when the states cut back drastically, ending whatever safety net the lower classes have, you will see unrest. Another poster pointed out that Americans are better armed. Here in Pennsylvania, a hunter doesn’t have one gun, he has a dozen.

  • Rick Ackerman April 4, 2011, 3:18 am

    When the next low tide exposes the systemic rot that crashed the banks in 2008-09, there will be nothing the Fed can do, since the central bank spent all of its credibility on the last bailout. We must all prepare for that day, as you say, because it is unavoidable.

  • Scott Lindsay April 2, 2011, 10:05 pm

    Recession is not the word I would use but a Depression that is being suppressed by the magnitude of printing of a currency that is loosing value as I type. Would you believe that nothing has changed since the crash of 08. The balance sheet of all the banks around the world are holding on to another set of books and the ponzi scam of the century has been delayed with fancy accounting techniques and shell games between banks and the government that will crash and when it does there will be a dark shadow cast across this land of which has never been seen before, that will make the depression of the 20’s look like a bad day on the stock market. This is a fact and everyone should prepare.

  • Christian April 2, 2011, 8:18 am

    Too late for some things, not too late for others.

    Always true. And those with more power always bear more responsibility.

    Here we have a deprinciplized 1% ruling class, and then a more principled (but still overall unprincipled) 20% petty bourgeoisie.

    90% of each level are decent, doing the best they can — but deactivated even worse than the bottom 20%, college-level indoctrination

    it is high-level framework fallacies that cripple liberals, got presumed into “hostile nature”, strong survive rhetoric that pervades finance propaganda and conservative ideology.

    we can cheer on the arab revolution — in fact, we industrialized gods — have 10x the freedom and power to organize a worldwide liberation square.

    we must.

  • Cam Fitzgerald April 1, 2011, 6:18 am

    Very interesting article today Rick.

    I do believe that we are only just entering the beginnings of a Great recession that will ultimately become a wicked depression. I have remained silent on my fears for the most part because I have been reluctant to add to the chorus of negative feelings that permeate the web these days.

    The outlook is not good though.

    In answer to Mario from the other day, I just wanted to post the following video. You absolutely must watch it. This short 15 minute clip brings the light of knowledge onto the myth of Chinese economic prowess. It tells us of the bankruptcy of the ideas of the government there in their efforts to boost GDP and keep their populations employed and distracted. To maintain the perception of growth at all costs.

    They are so off track in their efforts it boggles the mind.

    I began banging on the drum of China’s fake economy a year ago and was dismissed at that time as a person who was just going to be missing the boat and all the great opportunity that Asia offers. I shot back that I never invest in bubbles. Today, I am being proven right in spades.

    China today is in a massive real estate bubble and when it does finally burst it has the potential to take down the world economy.

    On that ugly day, all bets are off. Nothing will ever be the same and everything we thought of as normal (economically and politically speaking) will cease to exist.

    I do quite frankly have a great fear of a Chinese real estate bubble implosion and how it may impact the global picture. The insane belief that somehow it is different there just rings hollow to me. It is the same of course…only a lot bigger and therefore a lot more dangerous.

    This is about much more than financial losses on markets. We should be concerned with how a severe disruption thee might immediately impact our nation too. How a credit collapse in China might actually result in a period where the shipments of manufactured goods out of that country come to an end while a crisis in Asia comes boils over in social discord and possibly even revolution.

    We are not ready. We do not manufacture. We are like children here who are utterly reliant on Asian manufactures for our own well being and we are NOT prepared for the negative outcome of social unrest that might arise in China on the heels of a bursting asset bubble.

    What will we do the day the boats stop landing on our shores? Please see “China’s Ghost cities” by SBS Dateline below and decide for yourself how serious the situation might become. Consider for just a moment the social repercussions that might evolve on the heels of a banking meltdown and housing bubble burst in that country and ask yourself how it might therefore impact on us here in North America.

    It should keep you awake at night.

    http://www.sbs.com.au/dateline/story/watch/id/601007/n/China-s-Ghost-Cities

    PS: I just want to apologize to the many authors who submitted work on this site over the past while. I did not comment on any of them. I have unfortunately gone through a period of very ill health that has kept me down but I think I am now finally back in fighting form.

    • mario cavolo April 1, 2011, 9:24 am

      Dear Cam,

      Thee can of worms thou hast opened my friend!! You need to go back days to Rick’s March 25th…

      http://www.rickackerman.com/2011/03/desperate-for-oil-well-drill-more-lands/#comments

      Scroll down and you will find redwilldanaher asking me about this exact video.

      I skewered it…its nonsense. It focuses on and exaggerates a very small part of the China economic and real estate picture. I would not in any way shape or form use it as a meaningful indicator of things to come with regard to China….at the link you can read my more detailed thoughts on it…

      I also send my laid out counterpoint thought line item by item as a writer to Dateline, and much to my surprise they appreciated it enough to forward it to the producer and journalist who did that story. I don’t know if it will go any further than that, but as I am listed in the Newscertified.com media database for journalists, I did let them I thought they should interview for me a well-thought out counterpoint piece.

      With all that said, the Japan story is actually the one that may wreak delayed reaction havoc on the region and global economic situation. I understand for example, that GM now has 17 plans worldwide shut down simply because they can’t get parts from Japan. This type of situation must be going on all over the world because of the Japan debacle, which day by day seems to be getting worse by the way!

      Cheers, Mario

    • mario cavolo April 1, 2011, 9:31 am

      and glad to hear you’re feeling better after health challenges…check out rhodiola extract, great great stuff…

    • Cam Fitzgerald April 2, 2011, 4:28 pm

      Thanks for getting me back up to date Mario.

      I missed almost all of the commentary over the last two weeks or so. I also read your alternate article and enjoyed it. Needless to say I still have my doubts. I will sum them up in just one short sentence of three words.

      Supply and demand.

      Sixty Four million empty units cannot be explained away with such ease. There is still a big problem but I fear it is one leading to social discord developing more than just merely a problem related to misdirected capital investment. Current high prices meanwhile are unjustified in light of supply excess.

      The division between the have’s and have-nots in China has grown too far and too fast over the last twenty years and a great deal of resentment is now brewing.

      We will see who is right in time. The rural poor will be rich when the system comes apart and prove the urban wealthy have made bets that are worth nothing in the big scheme of things.

      Land and food production always come before paper investments and the wealth fantasies of the urban elite. You and I have very different views on the future in that regard and it does not matter a whit to me that relative mortgage debt levels in China are low compared to America and Europe.

      A bubble is still a bubble.

    • mario cavolo April 4, 2011, 6:33 am

      Hi Cam,

      I’m surprised by your reply and encourage you to quell your fear, there are much, much worse mattes on the horizon across the globe. I offer you caution to pay attention to the people who live here including myself who therefore have a far more accurate ability to see what is really going on in context as opposed to some media production which wants to get views. I realize that I do find myself siding with Jim Rogers who rightly suggests that analysis of a horrible coming housing bubble in China is flawed and narrow, and with Thomas Friedman who said something like “don’t short a country with a couple trillion in the bank.”

      The last place on planet earth anyone, any investor, citizen or government leader, anyone, should be looking with grave concern to be the “black swan” source of some economic event or social revolt or whatever is China. Relatively speaking, it is by far, the economically healthiest, happiest continental region on earth right now, with a rising and expanding lower & middle class overflowing with cash and rising salaries. If anything takes down China it will be an event outside of China that takes down everyone. If you’re furious about how much profits GS is raking in read this from Chinavestor, “China’s big four banks each netted more in 2010 than Wells Fargo (NYSE:WFC) or Goldman Sachs (NYSE:GS)” How does that lead to a banking meltdown?

      On the wealth gap resentment issue, you are transferring the picture occurring in the Middle East to another place that is far different and as I said, drastically improving.

      Here’s an example of how the supposed poor farmers are able to improve their lives.

      Hainan Island, the place where the property bubble has been most severe – luxur apts now $300 to $700 per square foot and poor people all around. Bad right? They should revolt, right? Bull, they are benefitting. The island just opened the 300km/hr high speed rail whisking people from Sanya in the south to Haikou in the north in 1 hour 40 minutes with a ticket cost of $15. The amount of trade between Haikou and Malaysia is enormous, that’s trade, by the “poor” people and farmers. The high speed rail makes it possible for them to expand their trade. The cheap, new, reliable Chinese cars they can afford to buy makes it possible for them to expand their lives and biz trade. The dirt roads to their farms have all been paved and electricity has been run. That’s what , I personally witness here in China, just one story of millions. You think those farmers are going to revolt? To the degree that you want to call middle class Americans sheep who haven’t revolted as they have been screwed, yes the Chinese mainstream citizens are also sheep being controlled. Of course that’s true. The gov’t will do a fine job of suppressing them if they try to revolt. No denying that. But I’m saying clearly that there is simply no recipe for revolt here, not even close.

      And yes this relates to the ridiculous question of 64 million empty apartments. In America, empty apartments seems weird, and an indicator. In China, it doesn’t mean a damn thing other than a degree of overbuilding, for sure, but suggesting severity? Absolutely not. Millions of empty apartments in China is normal in this culture because of the way real estate is thought of, bought, held and treated. While there are more than “usual” now, that just means the “excess” amount shows overbuilding. In other words, here in China, if 30 million empty apartments is normal, and now there’s 60 million. The excess is only 30 million. In a cash rich, asset rich country of 1.3 billion people with the world’s most massive migration into urban areas to eventually live in those apartments, you’re worried about that?

      I did loads of research this past week including talking to RE companies. Please Cam, its a very very different ballgame here by the numbers, and by the culture, so quell your China fears and find something else to worry about.

      And Joe-6 – I am NOT China’s cheerleader. This place has advantages and disadvantages, good things and lousy things, drives me nuts, I’m sick of the mainland and want to move to HK. From my bird’s eye view on the ground here, I call a spade a spade and when talking heads outside of China who are worse than clueless start telling me what’s going on here, its annoying as hell and frankly, ridiculous.

      Cheers, Mario

  • Rich April 1, 2011, 2:27 am

    Aloha All
    Just got and twittered@richcash8 some ISEE Opening Equity Call/Put 9:50 AM EDT numbers that boggled the brain: 627% C/P.
    Hadn’t seen numbers anywhere near this since the exact bottom Monday 9 March 2009.
    Time will tell. Certainly feels like a contrary idea to be sure, although Big4 long and strong NDX and SPX…

    • mario cavolo April 1, 2011, 2:56 am

      Problem is the ratio and indicator numbers are so out of whack now, not so easy to say anymore to say ok, let’s put together 4 of these really good indicators and together they tell us that….I would say the combo of POMO money and HFT trading would be the two root shifts that have basically given them a private club to manipulate…

  • Bradley April 1, 2011, 2:07 am

    Rick, if you have time could you comment on the hawkish comments by Fed officials Kocherlakota and Hoenig re: raising rates this year. The dollar doesn’t seem to have reacted as strongly as one might expect. Do you think it is just jawboning or it is possible that we will see not only the end of QE but higher rates as well.

    &&&&&

    Their hawkish comments are just laughable lies — lies that we’ve heard before a hundred times. Easing CANNOT stop at this point; it will continue until the day the financial system collapses. RA

    • JohnJay April 1, 2011, 4:22 am

      Well Bradley, I think it is just tough talk from Fed members.
      The budget deficit is now projected to be about 1.5 trillion dollars.
      How high can they raise rates, even if they wanted to?
      A one year T bill at 5%, which was common not so long ago, implodes the Federal government, I think their average interest rate on the 14 trillion dollar national debt is under 3%.
      Reminds me of the Treaury departments endless chanting that they believe in a “strong dollar”.
      Stating that at a Chinese university speech made the students laugh out loud at Tim Geithner on his visit there.

  • cosmo March 31, 2011, 10:56 pm

    Ahh, I see a little better now. Except(correct me if I’m wrong), I am confused with your term of ‘Marxism’. Your point is that TPTB are bourgeoisie, and the rest of us peons are proletariat, here to serve or masters.

    Isn’t a better term ‘Fascist’ for TPTB. I mean, they are certainly not after “equality of the masses” and I understand your post perfectly when I switch the terms.

    I am far more interested in WHEN the “Proletariat Revolution” will get started because we all know the current path is a disaster waiting to happen.

    • cosmo March 31, 2011, 10:59 pm

      Sorry that was in re; to Jacques post…

  • DamnTorpedoe March 31, 2011, 8:17 pm

    Jim N –
    I wouldn’t be holding my breath waiting for public outcry. I heard Gerald Celente say the other day that he has given up on the American populace. There will not be a social unrest because the American people don’t have what it takes. They have become snooki-stupid. His previous coined phrase was: when people have nothing else to lose, they lose it (describing social unrest in N.Africa and Mid-East).
    Agree or disagree with him, he is fun to listen to. “Snooki-stupid” is now in my vocabulary! I caught this on interview by Lew Rockwell (podcast).

    I have at least one good news. I have doubled my productivity by listening to podcasts at 2x the normal speed on my ipodTouch. Being the luddite I am, I refused to upgrade ot ipodTouch sticking with my nano for years, until my wife bought one for me for Christmas.

    • Rich March 31, 2011, 8:43 pm

      When people get hungry they riot.
      More people are armed in America than any other country…

    • DamnTorpedoe March 31, 2011, 9:46 pm

      Rich,

      It’s gonna take A LOT for the snooki-stupid to go hungry here. Another thing Celente mentioned: the average US male has a BW of 198 lbs, average female – 167. What have we become? What do we look like?!
      Lots of pounds to lose before they snap and take it to the streets.
      He also said, while there will not be social unrest, crime will increase.

      As for gun ownership, was anyone shot during the debacle in 2008? If ever there was time, it was then. I think it’s safe to assume most gun owners have bought them for self-defence, not for social unrest. IMHO, of-course.

    • Jim N March 31, 2011, 11:31 pm

      I don’t think we have seen desparate times yet. 2008 isn’t even close to what i imagine will happen. I for one am watching a spiral or trend down, and that it is continuing and picking up speed. How this unfolds in america is entirely unpredictable so i won’t even try. But as Gerald sez…Desperate people will do desperate things. What this looks like will be the other 1/2 of the story…

      Man i hate sounding negative.

    • Steve March 31, 2011, 11:49 pm

      Spot on – in the 30s there were no unemployement payments (but, people knew how to take care of themselves) for 99 weeks. Debt is rising because corporations are not paying taxes, and because welfare keeps the masses fed. How long can the masses be fed debt is the only question. Nothing happened in 2008 because the welfare unemployement payments are still running. Don’t fall for the belief that a fat guy will not fight when the food stops coming.

  • Jacques Redou March 31, 2011, 8:02 pm

    Reality is – beneficiarys of the System tend to be the
    Very Rich and the Very Poor. The very rich for their political contributions and the very poor for their votes. A lot of (not all) Gov’t workers got a nice piece of pie too.

    Of course, the middle class is picking up the tab. Now that the credit has run out, the middle class will become increasingly strapped.

    The US was stable for so long because of a large middle class. Now that it is rapidly shrinking, the instability will increase.

    I rode out Katrina and got a taste of instability. Soldiers on the corner. Humvees and army trucks parked at city hall and in front of the grocery stores. Standing in lines. Curfew at night. A female national guard shot a black guy in the head four blocks from my house with her M-16.
    It did not make the papers, radio or tv. Two women I know were raped, dragged from their car. Ditto – never made the news – and this is a small town where everyone knows everyone. News was sanitized and controlled.

    What will happen:
    When the money goes bad fed.gov will say to come in and trade your green money for the new red money. In the grocery stores, your food stamps, welfare check (now Smart card) will only buy the red tagged items that are price fixed. Fed.gov will pay the farmers and grocers the difference.

    Like in Katrina, the farmers, medics, nurses, cops, politicians, Homeland security – the Necessary and the Connected will have a gas line just for them.

    Private pension funds and retirement accounts will be seized – and merged with the Social Security System.
    This has already happened in a couple of European nations.

    Police and Soldiers will have a Kent State moment when they have to decide to follow orders and fire on the crowd – or Not.

    Of course, all of the above is totally unnecessary, wasteful, and counterproductive. A return to State’s Rights – meaning a return to the constitution and a return to true capitalism would fix the problems in a few years.

    However, this will not be. The Marxists that run this country will never give up power. They will see the population slaughtered rather than give an inch. Greed, Power and Privelege drive these people, all the while professing a desire to “help” the poor man.
    A man that wants to “help” you is a man that wants to control you.

    We used to have democracy and capitalism. When they say “democracy” now, they mean a deliberately Misinformed populace doing what their masters tell them to do. When they say “capitalism” now they mean Crony Capitalism – Spoils go to the politically favored. Notice many of the State Workers in Wisconsin – Socialist Slogans and rhetoric. They know those fat checks and pensions come from POLITICS – not from Capitalist Achievement.

    The Marxists that run our nation are STAGE 4 Conquerors.

    Stage 1 conquerors:
    Genghis Kahn, et al. They ride in, kill all the men, rape the women and ride off with the gold. The large standing army has to keep moving and keep stealing.

    Stage 2 conquerors:
    The Romans. Better organized than Kahn. March in, defeat the local army, take political control, and keep a garrison down the road just in case the locals get restless. But the tribute caravan yearly threads it’s way back to Rome.

    Stage 3 conquerors:
    The British. First identify resources needed by the Empire. Then exploit any local conflicts –
    supply arms or money to one side or Both sides. Let the locals wear themselves out fighting each other. Or supply one side in exchange for resources. Only if the locals can’t be induced to kill each other is the British Army sent in – small surgical strikes by a well trained force. Once the British take over – roads are built, schools opened, the children of the rich are sent to school in London. Locals who play ball with the British are handsomely rewarded The ships move the rubber or cocaine about the Empire.
    Anyone locals who gain a following are imprisoned, executed or assassinated.
    The Military is a tool of business.

    Stage 4 Conquerors:
    What we have today. Much more sophisticated than the British. Winston Churchill said the empires of the future will be “Empires of the Mind”
    First, Stage 4 Conquerors buy up all the newspaper and tv outlets and the news syndicates. Real journalists are fired, those who remain report only the stories they are told to report.

    The true Conquerors remain relatively anonymous. Politicians are paid mouthpieces, groomed for years before the public ever hears of them. These Shills are chosen for their ability to persuade, to talk. And to obey their Masters. They know who butters their bread. Without the financing of the Conquerors for their campaigns and media backing, they cannot survive politically. Congress has had a 95%+ incumbency rate for years.

    The Public is now mostly on Cable TV. The silly people pay their Conquerors $70.00 a month to tell them How to think and What to think. Because of watching TV, the public has mostly lost the ability to think – shortened attention spans. The public becomes Parrots for the Conquerors.

    Keeping a standing army – Genghis Kahn – is expensive. Keeping a garrison -the Romans-
    is expensive. Small surgical strikes by the British is less expensive – but controlling people’s minds with Cable TV is PROFITABLE.
    No army is needed. Control the Mind, not the Body.
    What’s your credit score? Got your MEDS?
    Call 1-800 credit counseling. Buy this new car
    Cash for Clunkers. Debt slaves who work until they die – and never own anything.

    Stage 4 Conquerors create and constantly foment a state of Crisis. A constant Emergency. For example the FAKE War on Terror.

    Any social ills are exploited. Any social conflicts are exploited. The device is
    older than Machiavelli – Divide and Conquor. The Marxist overlords have a million devices to confuse and control the public.

    Glenn Beck, O’Reilley, and Limbaugh – and their “Liberal” counterparts bombard the public with
    ‘Conservative – Liberal’ invective. This is to keep the public arguing among themselves rather that looking behind the curtain, where the Marxist overlords are Laundering Drug Money in big American and European Banks, Buying Elections, and Starting wars for profit. Democrat/Republican is the Diversion to conceal the real action.

    Now you see “documentaries” on Las Vegas and Gambling. Clever advertisements to lure weak people into wasting money – disguised as journalism.

    The list is endless and the public is clueless. They are going to the welfare office with their hat in their hand to ask their masters for a handout. They find themselves homeless in their own land.

    Socialism/Marxism has done it’s work in America, it is deeply imbedded in the American gut. It took the Russians from 1917 to 1980+ to get rid of this disease and they are still weak from it. How many years will America Suffer?

    • Rich March 31, 2011, 8:40 pm

      Brilliant…

    • Jim N March 31, 2011, 9:10 pm

      Well done. I just hope people wake up to the fact that they are not living in the wonderful “land of the free” illusion.

      I too have thought of how the entire industry of keeping people “hooked” to their credit scores so intertrwines their lives and brain. How many have worked so hard just to get it up there , and then POOF, because one was late with one payment it drops like a rock. No one knows how they work. they even have 3 agencies that have different algorithims to keep you on the “ball and chain”. You can’t change them. You are a slave to them. An entire industry for this…. prison without walls…

    • redwilldanaher March 31, 2011, 9:51 pm

      Excellent. “Dead on” Jacques…

    • Robert March 31, 2011, 10:24 pm

      Spectacular…

      5 stars

    • Steve March 31, 2011, 11:44 pm

      Very Good, Yet; may I remind you that Mr. James Madison stated in Federalist Paper #46 that a democracy is a tyranny run by despots leading to violent destruction (my summary). Also, the Federal Government Department of War defined DEMOCRACY as communistic in regard to private property, leading by impression and feeling without regard for Rule or Law, breeding contention, discontent, and anarchy !

    • mario cavolo April 1, 2011, 2:49 am

      I can’t pick which superlative so let’s settle with fabulous.

      Thanks Jacques, a fabulous line of thought…

      Cheers, Mario

    • A. Rand Fan April 1, 2011, 6:23 am

      Magnifique!

    • Larry D April 1, 2011, 4:47 pm

      Now I need a strong drink…

    • fallingman April 2, 2011, 4:22 am

      Yeah, ditto.

    • fallingman April 2, 2011, 4:23 am

      That’s ditto on the “magnifique”. Oh hell, on the strong drink too.

    • Lois April 10, 2011, 2:17 pm

      MgR6KI Walking in the presence of giants here. Cool thinking all around!

  • Rich March 31, 2011, 7:57 pm

    Going back to Biblical Jubilees, every Great Collapse, Revolutionary War and Depression was preceded by economic bifurcation between the elite and majority:

    http://www.hoover.org/about/mission-statement

    • Benjamin March 31, 2011, 8:46 pm

      As natural law would have it. We are all indeed not automatons, but living, thinking (if faulty) individuals. The entire farce of today and yesterdays gone is based in the opposite premise, that there is no such thing as free will.

  • Richard March 31, 2011, 4:27 pm

    Please use extreme caution with your photos in your articles – I just about choked on my coffee when I read the caption.

  • Jim N March 31, 2011, 3:47 pm

    Yes Rick, you are so right. I have been thinking about how there appears to be two realities …one from the viewpoint of someone who is meaningful employed, and one who is not. there certainly does seem to be a strategy to keep the unemployed “all doped up” and keep bombarding him with all sort is nonsense. I look back, and believe that we as a nation had been taught to trust our leaders, the stats that come out of DC, and i think that wheel is coming off. Those that are employed continue to go there merry way, telling the unemployed to “go get a job”, but don’t realize how close that they too are to coming over to the “other” or unemployed side. Regardless of the news, you see that this is continuing to get worse by looking at the increasingly desperate state/local economic situation which accurately reflects status of true income of our country.

    What i am amazed at is the lack of real outcry of the have nots. But i think it is coming. COnsider a student now entering the job force after 5 years in school with a 100K debt and no chance for real meaningful employement. Consider the guy listening to the hog wash of these economists, and then trying to figure out how his family is going to make it.

    Desperate people will do desperate things. I think this is a significant wildcard that has yet to be put on the playing table. My goodness, here we are starting a third war, worrying about looking good to the world. When the realization of what is happening to people really hits home, something will give. I might make Libya look tame.

    • mario cavolo March 31, 2011, 4:02 pm

      On this point Jim, China works very hard to keep the masses under control They’re very good at “nipping it in the bud”. Comparatively, in the United States, there are now around 100 million really screwed over pissed off havenots that as you said, are so incredible resigned , doing little. I think it is a combination of them sensing there is little they can do, and the way the gov’t/media propaganda machine has them all become fear-induced TV zombies.

      Edwardo gets a gold star for his use of the word “perfidious”.

      Cheers all, Mario

    • Benjamin March 31, 2011, 5:39 pm

      “I have been thinking about how there appears to be two realities …one from the viewpoint of someone who is meaningful employed, and one who is not.”

      I confess to not knowing what an egghead was until the odd photo posted with today’s commentary compelled me to find out. I first looked up egghead on wiki, because I vaguely recalled an old software company called Egghead. Here is where I eventually landed…

      http://en.wikipedia.org/wiki/Anti-intellectualism

      Well, there yall have it. We’re anti-intellectuals, responsible for encouraging people to dumb down. Shame on us! 🙂

  • joe-6 March 31, 2011, 3:17 pm

    http://finance.fortune.cnn.com/2011/03/31/gross-calls-u-s-budget-a-greek-tragedy/?section=magazines_fortune
    Bond manager Bill Gross says he is “confident” the United States will effectively default on its debt unless Congress takes an ax to retirement and healthcare spending.

    But Gross does say the U.S. is well on the road to effectively defaulting, by inflating away the value of the currency, letting the dollar’s external value decline and holding down rates, impoverishing savers. (-And what is a bond buyer but a saver? This is why Gross wants out and dumped all his Treasuries)

    While the United States is widely reckoned to have a debt problem, thanks to a debt-to-gross domestic product ratio above 60% on its way to 80% and change, Gross says the real number is much higher.

    While outstanding federal debt totals $9.1 trillion, he estimates the government’s actual liability at $75 trillion, counting promises made under Medicare, Medicaid and Social Security. (State and county unfunded pension liabilities and future bond payments due for capital projects are also up in the stratosphere)

    “The incredible reality is that the $9.1 trillion federal debt is nothing compared to unfunded Medicaid and Medicare. It is like comparing Pluto to Saturn and Jupiter,” Gross writes.

    That starry-eyed talk is only the latest warning out of Gross. He predicted a bond market turkey shoot in October, while calling the borrow-from-the-future mindset of our elected leaders a “Sammy scheme.”

    He has since warned that the U.S. is losing its competitive edge thanks to a political failure to confront our structural problems, such as declining education standards and eroding infrastructure, and predicted the end of Fed bond buying will wrack markets of all kinds.

    But now the gloves are off. To drive his latest point home, Gross compares the U.S. to Europe’s least solvent nation, and not favorably.

    “This country appears to have an off-balance-sheet, unrecorded debt burden of close to 500% of GDP!” Gross exclaims. “We are out-Greeking the Greeks, dear reader.”

  • joe-6 March 31, 2011, 3:03 pm

    Jim Sinclair calls this MOPE meaning Management of Perspective Economics. This happy talk helps talk down interest rates that the USG has to pay on Treasuries which is a huge huge advantage. Plus the USG official rates of inflation mean they can get away with lower SS cost of living increases and dittos for all others whose compensation is tied to or affected by these “official” inflation rates. The Shadow Stats site has inflation at 10% and unemployment at 22%
    http://www.shadowstats.com/alternate_data/inflation-charts

  • Onlooker March 31, 2011, 2:53 pm

    While I agree with your essay, as usual, I want to point out an error that is made over and over, amongst those that should know better.
    You say, “…all of this money – every penny of it, need we remind you, borrowed from the future earnings of productive workers…”

    NO, it’s not being BORROWED, it’s being STOLEN. If we were borrowing it from our children/grandchildren, etc. we’d ostensibly be paying it back to them. But instead it’s them that are being stuck with the bill. They get the liability on their books while we get the “benefit” of having taken that future productivity. It’s generational theft.

    &&&&&

    I don’t think the distinction you’re insisting on will bring any convictions, but I like your argument. RA

  • mick March 31, 2011, 1:21 pm

    If we get $1.61 benefit for every unemployment dollar given away, then the smartest thing for us to do right now would be for eveyone to go on unemployment. The G.R. would be over by next tuesday.

    • Martin Snell March 31, 2011, 1:28 pm

      Yup, it’s as stupid a comment as the idea that by cutting taxes on the rich, tax revenues would increase. Sheer stupidity (tax cuts for the rich with a $1.5 trillion deficit that is).

  • Edwardo March 31, 2011, 1:15 pm

    I’m in full agreement with some of the more vociferous amongst you regarding the perfidious nature of the economic “recovery” peddlers, who have been, in essence, little else but apologists for a kind of functioning that exists only as a result of the stripping of decency and a trampling of the rule of law. Both have been sundered by and for the wolves of Wall Street and their fellow travelers, and the aforesaid economists are just transparent sophists.

  • bozzy March 31, 2011, 12:08 pm

    Rick

    You really should be script writing for Jeremy Paxman and John Humphries at the BBC….

    The message woudl require replacement of the names but would be essentially the same in the UK. However, those who have bought property in the last two or so years will not readily admit that things are getting worse, neither will those who do not WANT to understand or inquire. Just those two groups might account for 30% of the adult population at any one time. Then perhaps we might see a further 20% in vested interest groups whose main focus is to preserve the status quo, and particularly the value of their own index linked civil-service/public servant pensions. The state machine is enormous in the UK and even more enormous in the USA.

    That leaves impecunious youth, disinterested pensioners, and twisted critical minds like yours and indeed my own to try to bropadcast some scepticism about the state of economic affairs. Small wonder the Nank and all can get away with any numbers they choose to make up in the car on the way to the office.

  • Benjamin March 31, 2011, 8:44 am

    How do you make these compulsive liars tell the truth?

    Elect a Libertarian or Tea Party president in 2012. In less than a week, all the hideous numbers would fall out of the media woodwork.

    • rmsimc March 31, 2011, 1:05 pm

      Great supposition. Its akin to the MSM’s version of the Turing test.

    • Benjamin March 31, 2011, 8:41 pm

      rmsimc,

      I have no idea how a turing test relates to what I said, so here’s a clarification of what I meant…

      A Libertarian/Tea Party/ Conservative (capitol C) president wouldn’t even have to inform the nation of anything. The MSM would go into sour-puss mode in short order and do it for them, to “show” what a terrible job the new president was doing.

      The MSM is stupid enough to fall into such simple traps. For example, Donald Trump recently presented the same proof of citizenship as Obama did. Great brains that they are, the MSM Freudian slipped that Trump’s self-provided evidence was also not proof.

    • rmsimc April 1, 2011, 12:04 am

      Yep…exactly. And I will always be able to discern the computer from the human!!! (until the moment of singularity, of course)

  • Steve March 31, 2011, 7:28 am

    Great essay Rick, great comments – nothing to add.

  • JohnJay March 31, 2011, 5:50 am

    I guess we all agree that the GR has ended for the top ten or twenty percent of the US economy, they have come out on top, and are wealthier than ever.
    Real estate prices are slowly coming to reflect prevailing wages, after years of ZIRP, NINJA, 120% financing, 250k/500k tax free capital gains, etc. inflated it all.
    The big players gamed real estate up down, and sideways, and the government provided the casino for them.
    Then they moved back to stocks with the financing provided by the Fed, and scored big time again.
    The MSM, for the most part, acts as a conduit for government press releases when they are not in their TMZ mode.
    What the government economists mean to say is that the GR is over for their own kind, they view the rest of Americans as some sort of farm animal to be used when needed for elections, as cannon fodder, etc. and then left to starve to death when not needed.
    The American middle class had about thirty years of a Golden Age from 1940 to 1970.
    Then LBJ and Nixon sent us down the big government/ fiat dollar/ globalization path.
    Mission Accomplished!!

    • Lj March 31, 2011, 3:50 pm

      Agree with everything up to your lumping LBJ in with Nixon, Republicans, & the economy-gutting, corpse-sucking Fed “debt extortion” financial spider. Johnson’s WAR ON POVERTY was WORKING… UNTIL the US military-industrial-complex cranked up the U.S. phase of the (previously French) Vietnam war. Johnson HAD NO CHOICE but to go along with the Chiefs’ (Joint Chiefs of Staff, admirals & generals at Pentagon) lust to bomb commies in Vietnam: to be portrayed as “SOFT ON COMMUNISM” was the KISS OF DEATH in American politics, and to be accused of “LOSING VIETNAM” after Truman was accused of “LOSING CHINA” doubly, triplely so.
      Be thankful that Johnson “got er done” in creating all those “liberal,” reactionary wealth restraing programs that he did
      http://www.presidency.ucsb.edu/ws/index.php?pid=27931#axzz1IBVe1tFy
      – and that he was astute enough to prevent Goldwater & Repubs from gaining the White House, and making the Vietnam war a far larger nightmare than it became.
      (In geo-strategic terms, like George Washington during most of the American Revolutionary war, we may have lost the battle(s), but we ‘won’ the war: Mao’s China, and later Vietnam itself, became our trading partners, and China certainly became our “ally” vs the “evil empire” USSR leading directly to the collapse of USSR in late 1980s.)

    • Larry D March 31, 2011, 5:05 pm

      “…he was astute enough to prevent Goldwater & Repubs from gaining the White House, and making the Vietnam war a far larger nightmare than it became….”

      My coffee has sprayed all over my keyboard. Far larger? Oh please.

      I guess he wasn’t very astute in 1968 when he declined the nomination.

      Which president debased the silver coinage? Which president was the progenitor of combining Social Security surpluses with general revenues?

    • redwilldanaher March 31, 2011, 9:29 pm

      “Agree with everything up to your lumping LBJ in with Nixon, Republicans, & the economy-gutting, corpse-sucking Fed “debt extortion” financial spider. Johnson’s WAR ON POVERTY was WORKING… UNTIL the US military-industrial-complex cranked up the U.S. phase of the (previously French) Vietnam war. Johnson HAD NO CHOICE but to go along with the Chiefs’ (Joint Chiefs of Staff, admirals & generals at Pentagon) lust to bomb commies in Vietnam: to be portrayed as “SOFT ON COMMUNISM” was the KISS OF DEATH in American politics, and to be accused of “LOSING VIETNAM” after Truman was accused of “LOSING CHINA” doubly, triplely so.
      Be thankful that Johnson “got er done” in creating all those “liberal,” reactionary wealth restraing programs that he did
      http://www.presidency.ucsb.edu/ws/index.php?pid=27931#axzz1IBVe1tFy
      – and that he was astute enough to prevent Goldwater & Repubs from gaining the White House, and making the Vietnam war a far larger nightmare than it became.
      (In geo-strategic terms, like George Washington during most of the American Revolutionary war, we may have lost the battle(s), but we ‘won’ the war: Mao’s China, and later Vietnam itself, became our trading partners, and China certainly became our “ally” vs the “evil empire” USSR leading directly to the collapse of USSR in late 1980s.)” –

      If I only had the time…

  • jeff kahn March 31, 2011, 5:22 am

    The biggest problem for talking heads, tenured professors, and most investment professionals is that they’re rich enough that they personally never experienced a recession. They’ve read about it. They’ve seen the statistics, But they haven’t missed a meal. They haven’t really even cut back on those vacations to Barbados. So it’s easy for them to believe it’s over. For them it never really happened. (All but those few scary months when it looked like they might really lose something. Before Paulsen stepped in gave three trillion tax payer dollars back to the banks.)

    • Lj March 31, 2011, 3:38 pm

      thanks for that:
      “Before Paulsen stepped in gave three trillion tax payer dollars back to the banks”
      …to ARTIFICIALLY PUMP UP the s0-called “savings” and “investments” of the top 20%… this is PURE WELFARE QUEEN SOCIALISM for the top 20%…
      – debt, pink slips, unemployment, slashed social safety net, outsourced jobs, foreclosure fraud evictions and LOOTED (pumped & dumped with Fed fiat “free” or near-zero interest rate money to fund hostile LBO raids) & pension fund hijackings & Social Security gutting…
      and other back-door transfers of wealth from working people to the wealthy.

    • VegasBob March 31, 2011, 7:17 pm

      Lj,
      I think the WELFARE QUEEN SOCIALISM you write about is restricted to the top 1 or 2%. Those people are the movers, shakers and influence peddlers who are busy skimming off big bucks from the system while sticking it to the bottom 98% of Americans. Socialism for the rich surely does not extend to the top 20% of Americans.

      Most of those in the top 20% are just sycophants and toadies who kow-tow to the top 2% so they can keep their place in the financial pecking order.

  • Martin Snell March 31, 2011, 4:48 am

    For the top 20% of Americans the Great Recession probably feels like it is over. Unemployment for those with college degrees is relatively low. Stock market portfolios and 401ks have returned to pre GR levels. Tax cuts have been extended. Hey, what’s not to like.

    Of course if you are not in that top 20% the GR is certainly not over, and won’t be for a long time. Not only have house values fallen, inflation is now eating away at the basics of life (food and fuel). Sure ipads are cheaper, but they don’t taste so good.

    The lasting legacy of the GR will be an exacerbated gulf between the top and the bottom, with not much of a middle left in place. This will hinder future attempts at growth (it costs money to have almost 1% of the adult population in jail) as the US begins to approximate a third world country with its GINI coefficient.

    Of course eventually it will likely end badly even for the rich. TBTF banks will go under, stock markets will again succumb to gravity, and taxes will be raised and CEO salaries slashed. Then we will see a real GR.

    • Benjamin March 31, 2011, 8:54 am

      “TBTF banks will go under, stock markets will again succumb to gravity, and taxes will be raised and CEO salaries slashed. Then we will see a real GR.”

      If the top 1% pay 40% of the taxes (or whatever number they bandy about these days), then slashing CEO pay would force taxation to go up on the other 99%. There would be rioting. No question.

      Therefore, gravity does not exist. Or rather, suspended indefinitely until something most assertively is done about all this.

    • Dave March 31, 2011, 4:21 pm

      U.S. consumers face “serious” inflation in the months ahead for clothing, food and other products, the head of Wal-Mart’s U.S. operations warned Wednesday.

      http://www.usatoday.com/money/industries/retail/2011-03-30-wal-mart-ceo-expects-inflation_N.htm

    • Robert March 31, 2011, 6:10 pm

      Hi Martin-

      I think you make a great point. I myself have actually experienced substantial cumulative growth in my net worth since March 2009 (my house value not withstanding, lol), and I am very fortunate to be educated and employed in a career field that continued growing as things imploded, and continues to grow today.

      But, I am very careful not to let my personal circumstances influence my economic observations and analyses of where I think particular economic trends are going.

      This is the trap that I think people like LIESman, Krugman, and other claptrap mouthpieces fall into- they think “hey, I’m not doing so bad” so they formulate a premise that suggests that everyone else is, in reality, doing as well as they are.

      I can’t condemn them for their myopia, after all, Universities have awarded thousands of Master’s degrees and Ph.D’s to people whose real IQ probably tests out in the 90-100 range…

      Education promotes knowledge and righteousness. Real wisdom and understanding of the cyclical nature of history seems to be lost on many.

      I agree with you that conditions right now seem ripe for the “1937 effect” to take hold.

      When the markets bottomed in 2009, the volumes still being traded told me that there was no bull capitulation. The V shape bottom did not suggest a complete indifference to the Dow.

      Therefore, I can only deduce that there is indeed another shoe out there waiting to drop, and my viewpoint says It has to be the bond market.

      Benjamin’s point about “if the rich go down, then who will pay the taxes?” presents an interesting tangent to this discussion, and it nails the bullseye on why WashingtonDC cow-tows to the big money and their lobbyists.

      Washington- where the pan-handlers wear Armani and sit behind 200 year old oak desks.

    • Rich March 31, 2011, 7:44 pm
  • Erin March 31, 2011, 3:41 am

    I agree…The crap spewing out of Zandi can only be topped by the even more sickening crap from Steve Liesman (Senior economic advisor at CNBC). Is it possible to make a wii game where I could physically hit these lying scrubs in the face? Just a thought…But I am pretty sure something like that would be a huge seller. They could sell individual games for the Fed, CNBC and even a Paul Krugman punch out game! Don’t tell me you don’t want one!!!

    • fallingman April 2, 2011, 4:32 am

      Oh, hell yeah I want one.

      Erin…I like the way you think. And Redwill…spot on, as always.

      Good article Rick. Needs to be said over and over.

      Zandi makes me want to hurl.

  • redwilldanaher March 31, 2011, 3:13 am

    IMO you’re far too kind Rick. Blinder and Zandi are accessories to the insider heist machine. Rubin, Raines, Rummy et al. The bubblevision marionettes that sickeningly fawn over their pronouncements and misdirections are guilty by association as well because off-camera they know better. Yes these are the small-timers in reality but they’re still hoods.

    Amazing how the “great recession” didn’t last very long, “officially” anyway. Nothing like free taxpayer funded profits to the corporations and their rulers. Even the eggheads are owned or fully corrupted at this point. Which reminds me of the great line: “If you can’t trust a fix, what can you trust?”