Archive for the ‘History’ Category

lessons from Reinhart/Rogoff

Saturday, May 18th, 2013

UC Berkeley economist Barry Eichengreen draws lessons from controversy over the work of two Harvard economists that seemed to show that deficit spending is associated with a fall in GDP once the ratio of public debt to GDP passes the 90% mark.

The Reinhart/Rogoff incident reminds Eichengreen of the controversy that surrounded another economic study published back in 1974.

The brouhaha over Carmen Reinhart’s and Kenneth Rogoff’s article “Growth in a Time of Debt” may be the most conspicuous and incendiary scholarly controversy since 1974, when two earlier economists, Robert Fogel and Stanley Engerman, published a notorious book, Time on the Cross, defending the efficiency of American plantation slavery.

As with Time on the Cross, the Reinhart/Rogoff controversy, while ostensibly stemming from the authors’ statistical procedures, is actually rooted in the purposes to which others put their study.

Some of the results reported by Fogel and Engerman were used – not by the authors themselves, it should be noted – to challenge affirmative action and question the civil-rights movement. Similarly, some of the results reported by Reinhart and Rogoff have been used by politicians and others to justify fiscal austerity. ….

Statistics are helpful. But in economics, as in other lines of social inquiry, they are no substitute for proper historical analysis.

Barry Eichengreen, “Open-access economics“, Project Syndicate, 17 May 2013.

Read the full column. It is not gated and will not disappoint. Professor Eichengreen (born 1952) is best known for his book Golden Fetters: The Gold Standard and the Great Depression, 1919-1939 (Oxford University Press, 1992).

Bentham on Christianity, Paulism, and sexual morality

Sunday, May 5th, 2013

After nearly 200 years, utilitarian philosopher Jeremy Bentham’s defence of homosexuality and other sexual practices has been published. Thanks to the miracle of the internet, anyone can now download and read his work without charge. (more…)

religion and violence

Friday, May 3rd, 2013

Oxford historian Alan Strathern explains that religion – even one with pacifism as the central tenet – can be used to justify violence against those who worship differently. We are witnessing this today in the attacks of Buddhist monks on Muslims in Burma and Sri Lanka. (more…)

happiness as luck (divine favour)

Wednesday, March 6th, 2013

[T]he principal word in ancient Greek for happiness, eudaimonia, [is] one of a constellation of closely related terms that includes eutychia (lucky), olbios (blessed; favored), and makarios (blessed; happy; blissful). In some ways encompassing the meaning of all of these terms, eudaimon (happy) literally signifies ‘good spirit’ or ‘good god,’ from eu = good and daimon = demon/spirit. In colloquial terms, to be eudaimon was to be lucky, for in a world fraught with constant upheaval, uncertainty, and privation, to have a good spirit working on one’s behalf was the ultimate mark of good fortune. …. [Divine favor,] in the pre-Socratic world, was the key to happiness. To fall from divine favor–or to fall under the influence of an evil spirit–was to be dysdaimon or kakodaimon–‘unhappy’ (dys/kako=bad), or more colorfully, ‘in the shit,’ a not altogether inappropriate play on the Greek kakka (shit/ turds). In a world governed by supernatural forces, human happiness was a plaything of the gods, a spiritual force beyond our control. When viewed through mortal eyes, the world’s happenings– and so our happiness–could only appear random, a function of chance.

Central to the outlook of Hesiod and Homer, with strong echoes in many of the lamentations of Greek tragedy, this conception of happiness would prove remarkably stubborn. We need only think of the word itself: in every Indo- European language, the modern words for happiness, as they took shape in the late Middle Ages and early Renaissance, are all cognate with luck. And so we get ‘happiness’ from the early Middle English (and Old Norse) happ–chance, fortune, what happens in the world–and the Mittelhochdeutsch Glück, still the modern German word for happiness and luck. There is the Old French heur (luck; chance), root of bonheur (happiness), and heureux (happy); and the Portuguese felicidade, the Spanish felicidad, and the Italian felicità–all derived ultimately from the Latin felix for luck (sometimes fate). Happiness, in a word, is what happens to us. If we no longer say that we are kakodaimon when things don’t go our way, we still sometimes acknowledge, rather more prosaically, that “shit happens.”

Darrin M. McMahon, “From the happiness of virtue to the virtue of happiness: 400 B.C.–A.D. 1780“, Dædalus (Spring 2004), pp. 5-17.

There is much more in the full article. I learned, among other things, that the common Spanish nursery word ‘caca‘ comes from the Greek kakka. The notion of happiness as luck, unaffected by individual choices, was challenged by Greek and Roman philosophers, beginning with Aristotle, but remained a popular belief well into the late 18th century.

Florida State University historian Darrin McMahon is also author of Happiness: A History (Grove/Atlantic, 2006).

income inequality

Monday, March 4th, 2013

Via Greg Mankiw, here is a fascinating 42-minute lecture by Berkeley economist Emmanuel Saez on “Income Inequality: Evidence and Policy Implications”.

You can access the lecture from Greg Mankiw’s blog or directly from YouTube.

The lecture is highly recommended. For further information, you can download and read a paper that Saez wrote with two co-authors (abstract follows):

This paper summarizes the main findings of a recent literature that has constructed top income shares time series over the long-run for more than 20 countries using income tax statistics. Top incomes represent a small share of the population but a very significant share of total income and total taxes paid. Hence, aggregate economic growth per capita and Gini inequality indexes are very sensitive to excluding or including top incomes. We discuss the estimation methods and issues that arise when constructing top income share series, including income definition and comparability over time and across countries, tax avoidance and tax evasion. We provide a summary of the key empirical findings. Most countries experience a dramatic drop in top income shares in the first part of the 20th century in general due to shocks to top capital incomes during the wars and depression shocks. Top income shares do not recover in the immediate post war decades. However, over the last 30 years, top income shares have increased substantially in English speaking countries and in India and China but not in continental Europe countries or Japan. This increase is due in part to an unprecedented surge in top wage incomes. As a result, wage income comprises a larger fraction of top incomes than in the past. Finally, we discuss the theoretical and empirical models that have been proposed to account for the facts and the main questions that remain open.

Anthony B. Atkinson, Thomas Piketty and Emmanuel Saez, “Top Incomes in the Long Run of History“, NBER Working Paper No. 15408, October 2009. Published also in Journal of Economic Literature 49:1 (March 2011), pp. 3-71.

The underlying data, continously expanded and updated, are posted at “The World Top Incomes Database”, a new website by F. Alvaredo, T. Atkinson, T. Piketty and E. Saez.

Emmanuel Saez (born 1972; PhD MIT, 1999) is a French economist. In 2009 he received the John Bates Clark Medal, awarded annually by the American Economic Association to “that American economist under the age of forty who is judged to have made the most significant contribution to economic thought and knowledge”.

See also Emmanuel Saez’s unpublished paper, “Striking it Richer: The Evolution of Top Incomes in the United States (Updated with 2009 an d 2010 estimates)“, 2 March 2012.

work, automation and leisure

Wednesday, February 20th, 2013

During the Industrial Revolution, working hours increased by 20% as factories replaced feasting. With our post-machine standard of living, we can afford to shed some of the Puritan guilt that has, for centuries, kept our noses to the grindstone.

Today we find a great deal of work-sharing in poor countries. It is the accepted means of making a limited amount of available work go around. Economists call it “disguised unemployment.”

If escape from poverty is the goal, disguised unemployment is a bad thing. But if machines have already engineered the escape from poverty, then work-sharing is a sensible way of “spreading the work” that still has to be done by human labor.

If one machine can cut necessary human labor by half, why make half of the workforce redundant, rather than employing the same number for half the time? Why not take advantage of automation to reduce the average working week from 40 hours to 30, and then to 20, and then to ten, with each diminishing block of labor time counting as a full time job? This would be possible if the gains from automation were not mostly seized by the rich and powerful, but were distributed fairly instead.

Rather than try to repel the advance of the machine, which is all that the Luddites could imagine, we should prepare for a future of more leisure ….

Robert Skidelsky, “The Rise of the Robots“, Project Syndicate, 19 February 2013.

Warwick University historian Robert Skidelsky is the famed biographer of John Maynard Keynes.


 

investing for the long run

Sunday, February 10th, 2013

Investment returns today are dismally low. How long will this last? No-one knows, but FT columnist John Authers discusses the future by looking at the past. He anchors his informative essay on the long-run returns of Austrian bonds and stocks. Austria was prosperous at the beginning of the last century, then had the misfortune to be on the losing side of World War I. Nonetheless, Austria is still a prosperous nation, despite its loss of an empire nearly a century ago.

Today, … [Austria has] the highest gross domestic product per head in the eurozone (after Luxembourg). But its bonds and stocks have been terrible long-term investments.

According to the latest Credit Suisse Global Investment Returns Yearbook, produced each year by the academics Elroy Dimson, Paul Marsh and Mike Staunton, those who bought Austrian stocks just before the first world war would have sat on losses for 97 years. Austrian bonds and short-term bills did worse, losing almost all of their value.

So although a key lesson of this massive research is that stocks usually beat bonds, cash and inflation in the long term, there is a real risk that an investor could wait an entire human lifetime for the investment to pay off. ….

[T]he yearbook is a counsel of despair. Timing the market does not work. The prognosis for the near future is dire. And yet buying stocks and holding them for the long term can leave you with losses almost a century later. ….

[T]here is at least one guarantee in investment, which is the fee you are charged. The less you pay to intermediaries and managers, the better your investment will perform.

So buying into funds that keep costs low … looks like a great idea. Nothing is certain – look at Austria – but the odds are that such a strategy will work out well in the long run.

John Authers, “Austria’s 97 years of loss offer lessons“, Financial Times, 9 February 2013.

Credit Suisse Global Investment Returns Yearbook is an annual publication that now contains data for 25 countries, spanning 113 years of history. The 2013 issue can be downloaded for free at www.tinyurl.com/csgiry2013 Here is an excerpt:

While we have now been living with low rates for several years, many investors still seem in denial, hoping for a rapid return to “normal” conditions. [This is not likely to happen.]

The high equity returns of the second half of the 20th century were not normal; nor were the high bond returns of the last 30 years; and nor was the high real interest rate since 1980. While these periods may have conditioned our expectations, they were exceptional. The [much lower] long-run averages documented in this Yearbook provide a more realistic guide to the future.

The projections we have made for asset returns over the next 20–30 years are simply our own best estimates. They will almost certainly be wrong, but we cannot predict in which direction.

Elroy Dimson, Paul Marsh and Mike Staunton, Credit Suisse Global Investment Returns Yearbook 2013 (Credit Suisse Group AG, February 2013), p. 15.

Professors Dimson, Marsh and Staunton are authors of Triumph of the Optimists (Princeton University Press, 2002).

LBJ and bombing targets

Monday, January 14th, 2013

[Robert] Caro, 77, is researching what he promises will be the final volume [of the biography]. “I said when I started these books that it would be three; now it’s five, but this is where it’s supposed to stop,” he laughs. It will cover the years from [Lyndon B.] Johnson’s victory in the 1964 presidential election to his death in 1973, a period overshadowed by the war in Vietnam. Johnson, says Caro, liked to pick bombing targets himself. It’s a shocking piece of information but not a surprising one. The LBJ that Caro portrays is a complex character: a man of great cruelty but also great compassion. Caro’s Johnson mercilessly bullies his staff and his long-suffering wife, Lady Bird. But he is also the man who forced the first meaningful civil rights bill through Congress, and then as president championed those rights. “I was the first one to write the truth about Johnson,” Caro says, before pausing to wonder if this is why Lady Bird stopped talking to him during his research for the first book.

Sarah Gordon, “Lunch with the FT: Robert Caro“, Financial Times, 5 January 2013.

 

Kudos to … Sarah Gordon for her excellent interview with the acclaimed Lyndon B. Johnson biographer, Robert Caro, … and her shock at learning “that LBJ liked to pick bombing targets himself”. More strongly expressed in Vietnam Magazine, December 1997, by Air Force Major John Keeler (Ret) – who quotes LBJ as saying: “Those boys can’t hit an outhouse without my permission” – this was something every soldier (and reporter) in Vietnam was aware of, because the president’s arrogant ineptitude was responsible for untold American losses.

Yet there was never the outrage in the US that Ms Gordon hints at. Instead, the outrage was directed at returning veterans for having fought what they thought was an honourable war.

Monika Jensen-Stevenson, “LBJ escaped outrage over US losses in Vietnam“, 12 January 2013.

Monika Jensen-Stevenson is author of Spite House: The Last Secret of the War in Vietnam (W W Norton, 1997). The book is an account of Marine Private Bobby Garwood, who was captured by the Vietcong in 1965, held prisoner for 14 years, then convicted of collaborating with the enemy on his retun to the USA.

I see no hint from Ms Gordon of outrage in the US over Johnson’s role in the Vietnamese war, but Ms Jensen-Stevenson’s point is otherwise a good one. Ms Gordon’s interview is superb.

Adam Smith in China

Sunday, December 16th, 2012

In 2004, a new Chinese edition of the Wealth of Nations was published. The first was translated by Yan Fu (1854-1921), and published in 1902; the second came out in 1930 (with a revised edition in 1972). In the preface to this new Chinese edition, the translators explained why a new translation was necessary. “China has now returned to the market economy. And Smith’s Wealth of Nations is the theoretical foundation of the market economy.” ….

In China, Smith is read and respected as the author of both the Wealth of Nations and the Theory of Moral Sentiments.

In an interview with Lionel Barber, editor of the Financial Times on February 2nd, 2009, Wen Jiabao, China’s Premier, stated that “The society that we desire is one of equity and justice, is one in which people can achieve all round development in a free and equal environment. That is also why I like Adam Smith’s Theory of Moral Sentiments very much.” When asked about the future of China’s political and economic reform, Wen had the following to say.

In 1776, Adam Smith wrote the Wealth of the Nations. And in the same historical period, he wrote the Theory of Moral Sentiments. Adam Smith made excellent arguments in his Theory of Moral Sentiments. He said in the book to the effect that if fruits of a society’s economic development can not be shared by all, it is morally unsound and risky, as it is bound to jeopardize social stability. If the wealth of a society is concentrated in the hands of a small number of people, then this is against the popular will, and the society is bound to be unstable.

… Wen stressed that Smith actually emphasized two “invisible hands” in the working of a commercial society, one being the market, the other morality.

Ronald Coase and Ning Wang, How China Became Capitalist (Palgrave MacMillan, 2012), pp. 184-185.

Ronald Coase (born 1910), is Professor of Economics (emeritus) in the Law School of the University of Chicago. He received the Nobel Prize in Economics in 1991 for two path-breaking articles: “The Nature of the Firm” (1937), and “The Problem of Social Cost” (1960).

Ning Wang is Assistant Professor in the School of Politics and Global Studies, Arizona State University.


 

Planet Money

Thursday, December 13th, 2012

I recently discovered a wonderful podcast series that entertains and informs. “Planet Money” produces two podcasts each week. To subscribe, go here.

To download from the archive of 422 past podcasts, go here.

Here is a recent podcast that I enjoyed:

Before the Civil War, there were 8,000 different kinds of money in the United States.

Banks printed their own paper money. And, unlike today, a $1 bill wasn’t always worth $1. Sometimes people took the bills at face value. Sometimes they accepted them at a discount (a $1 bill might only be worth 90 cents, say.) Sometimes people rejected certain bills altogether.

On today’s show, we figure out how this world worked. And explain how the Civil War — and the Union’s need for money — changed everything.

Episode 421: The Birth Of The Dollar Bill“, Planet Money, 7 December 2012 (10 min 37 sec).

And, don’t miss their interview of journalist Michael Lewis (born 1960), the best-selling author of Liar’s Poker (1989), The Big Short (2010) and other books.

“At bottom, I’m not all that interested in money,” Michael Lewis tells us on today’s Planet Money.

Episode 251: Michael Lewis, Financial Disaster Travel Journalist“, Planet Money, 11 February 2011 (20 min).

No, I do not receive any commission from Planet Money. Anyway, all podcasts are available without charge through NPR (National Public Radio).