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 Why America May Never Recover From the Recession


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Congress is Holding Back the Free Market from Creating Jobs

By: Curtis Ophoven

10/26/2009 - 2 Comments

The new jobs need to be created from real consumer demand, but until congress quits pumping money into the economy, who know what real consumer demand is?

When a small business builds a business on phony consumer demand based on expanded credit from easy money that the government creates, it can only exist as long as the easy money keeps flowing.

When the consumer credit that is driving the purchasing power behind the customers is removed, the sales drop and the business cannot survive.

This is why the auto, retail, airline and many other industries are hurting so badly right now.  They were all build on a phony consumer demand, based on expanded consumer credit which is now coming to an end and the only businesses that will survive are the businesses that sell to real consumer demands – based on current wages.

Entrepreneurs Struggle to Envision the Future

Until the government stops flooding the market with money, it’s very difficult to determine which industries are phony and which are real. What are consumers going to purchase after the government stops printing money? 

If an entrepreneur builds’ a business today, for example a construction business based on the high demand to rebuild the roads the bridges, the entire business is bases on government stimulus money. The owners of the business are completely at the mercy of the government’s willingness to continue to borrow and spend money on rebuilding the roads and bridges. 

This is not a good business model because it does not depend on the free market and therefore the business owners cannot control the risk of loss to their business.

Therefore, small businesses are not able to see which industry is going to be viable in the future, because they cannot control which industry the government continues to create competitive advantages for with policies and easy money. 

Government policy is the biggest risk. If the government was not part of the risk, it would be much easier for a business to manage the risks that they need to take. 

Risk management is a large part of the decision that small business owners are constantly planning for and government intervention in the economy drastically increase their uncontrollable risks.

Big businesses manage government policy risks with lobby groups, campaign contributions and social activists, but small businesses don’t have these options.

The result of the current government intervention is that entrepreneurs are unable to make a calculated risk based on supply and demand of the free market and therefore unwilling to invest in new markets and add jobs. 

This is why small business (and jobs) thrives when we have a smaller government and why we are unlikely to see any real job growth for several years, perhaps longer. 

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Reader Comments

Comment 1
s Says: on Tuesday, October 27, 2009 6:41:48 PM

http://finance.yahoo.com/tech-ticker/article/358462/Why-Our-Massive-Debt-Will-Kill-Us-in-the-End?tickers=dia,spy
Why Our Massive Debt Will Kill Us in the End
Posted Oct 21, 2009 10:58am EDT by Henry Blodget in Investing, Recession, Banking
Related: dia, spy
Now that the worst of the recession is over, Americans are waking up to the fact that we're borrowing nearly $1.5 trillion per year. Instinctively, this worries us.

But why?

What's really so bad about piling on debt in excess of 10% of GDP every year?

Japan has been borrowing through the nose for years, and Japan, well... okay, maybe Japan's not a good example. Japan's economy has been in the tank for two decades.

Actually, Japan's a great example, says John Mauldin of Millennium Wave Advisors. What's happened in Japan in the past 20 years is that government borrowing has largely replaced private sector borrowing: The total debt hasn't risen, but the government's percentage of it has soared.

Unlike private-sector borrowing, which is (usually) productive, government borrowing doesn't stimulate growth, Mauldin says. This may be at least part of what's ailing Japan. And as long as we rely on the government to borrow and spend for us, the same thing could happen here. Our economy could become dominated by a huge, inefficient bureaucracy instead of lean, competitive private-sector companies.

And that's the good outcome. The bad outcome is that China and other countries finally get sick of lending us money at rock-bottom interest rates and start demanding real compensation. If that happens, interest rates could soar, stopping the economy in its tracks



Comment 2
Lawrence Says: on Friday, October 30, 2009 2:04:19 AM

I couldn't agree more. Until the government stops pouring money into the economy, we'll have no idea what the true consumer demand.

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