COG

Ownership Discussion


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GENERAL WELFARE VS. COALESCENCE AROUND SPECIFIC GOALS



Michael’s commentary on "sorting the issues" is representative of what I consider to be a positive and productive approach to our activity. Specifically:

MICHAEL: Responding to the discussion over the weekend, it seems we have a couple of
stumbling points but also perhaps some possible avenues of progress:

KEITH: Yes, except that I would be less cautious in my optimism.

MICHAEL: So we don't have a very good way to measure General Welfare - this is probably at the root of many of the disagreements between economists, political scientists, sociologists, lawyers and ideologues. Is it possible to develop agreed-upon measures amongst ourselves?

KEITH: I am confident that we can, but I believe we can go further than that. I believe we can craft a concept of what we want to achieve in a way that captures the interest of a significant political constituency. Michael has demonstrated this in his commentary and in the supporting attachment. My reaction to Alan’s "sorting of the issues" is not intended to be a negative evaluation on the potential contribution of economics to the ownership campaign. The intent instead is to discourage two pernicious patterns of thought which are often encountered. One of them goes like this: "Economists have endorsed my policy proposal. Since economics is the science of improving material welfare, my proposal must have the power and reliability equivalent of a Saturn rocket, and any government which resists it is the enemy of truth, light and humanity." The other is more like this: "Economists have dumped on my proposal, and I can’t understand their reasoning. Therefore economics must be a crock, and we need a new paradigm–a wholesale reconstruction of economic theory built around my vision of social process and my policy proposal." Both of these attitudes, in my opinion, are quite profoundly wrong.


MICHAEL ON SHANN (Paraphrasing by me): If investors have a free choice in selecting Shann’s time limited approach to tax-supported share ownership, then the point of contention with Kelso seems to disappear. It must be a fair market exchange and the proposition reduces to a matter of putting the policy in place.

KEITH: If I have interpreted this with reasonable accuracy, it is fully consistent with political-economic orthodoxy and a scrupulous economist would be bound to acknowledge it as legitimate–assuming that the policy was democratically enacted.

MICHAEL: The question then segues into the issue of whether broadening capital
ownership makes sense from a general welfare maximizing point of view (which
of course depends on how we measure general welfare) and ultimately from a
political/social policy POV.

KEITH: The near impossibility of establishing an improvement in general welfare means that we must rely on making a case for the policy proposal that falls somewhere short of "scientific truth" or "revelation from God". We are left with ordinary rational discourse, supported by whatever technical knowledge, data or statistical research tools we are able to bring to bear in testing our conjectures and resolving our disagreements. Thus I come to substantial agreement with Michael’s observation of a week or two ago, that the distinction I made between economists and non-economists doesn’t really exist. Not all the way, however, for I frequently encounter people who refuse to accept economic reasoning as ordinary rational discourse--with a little bit of extra attention paid to particular themes. If there be persons who believe that economists can’t be engaged in rational discussion because they have the "‘wrong paradigm" then I think the distinction between economists and non-economists is still a live one.

MICHAEL: ...[I]f we want to judge policy (or general welfare) by what we have created with
democratic governments in the 20th century then income security should be a large measure of it. (I've attached a short essay addressing this perspective.) Basically, if we look at US Federal budget expenditures by function we see that... almost 75% of spending is on social insurance and income security programs. The remaining 25% is devoted to national military security. This suggests that modern democratic govts can be better characterized as national social insurance pools - something I call the Insurance State.

Now, is economic security better provided for by national redistributive pools or micro-based asset ownership and diversification? Probably a mix of both, as they are complements. This perspective ties the micro-based ownership issue to the macro-policy agenda. If we're going to spend all our public monies on income security, why not do it most effectively? Also, the concern... that capital ownership would promote a large group of coupon-clipping drones
ignores the fact (subjective judgment?) that it is relative wealth that matters and that most
people would need and want the dual incomes from productive capital and labor to maintain their relative economic status. They are now just more secure...

KEITH: Good arguments all, and important for establishing a political constituency for broadened capital ownership. Not "scientific proof" of increased general welfare, however, but that is neither possible nor required in making a case for the ethics of ownership.



Keith Wilde
Canada Pension Plan


Keith Wilde
Ottawa, Canada
kwilde@magi.com
613 990-8125
613 747-6847