Monday, November 5, 2012

A Response to Rick Ungar's Article on Federal Spending



Two good friends, for whom I hold a deep intellectual respect, recently asked me whether I saw analytical flaws in Rick Ungar’s Forbes piece, entitled Who is the Smallest Government Spender Since Eisenhower?  Would You Believe It’s Barack Obama?  Here’s my response: 

I don’t think there’s really a “flaw” in Ungar’s analysis, except for the fact that the piece is not all that analytical—it’s really more of a political spider web than it is a relevant fiscal critique.  And, when you read through the comments, it’s pretty clear that Rick Ungar as Shelob was a very effective rhetorical device.  

The Republican party is not made stronger by meat heads who base their anti-Obama argument on federal outlays during his first term.  This is so for three main reasons, in my opinion.

One, when it comes to executive fiscal restraint, Republicans have almost no moral high ground left.  43 fought two wars without figuring out how to paying for either, and he instituted a massive new Medicare prescription drug benefit.  41 broke his campaign pledge on taxes.  40 did a lot to rein in the total cost of government, but even though his capitalist-based defense spending effectively beat the USSR’s moribund socialist-based war machine, it still meant a large increase in government spending.  Here, if we’re honest, we have to admit that Ungar makes a reasonable point.  I get that it’s hard to get elected to public office without promising goody bags to voters, and, frankly, I’m not voting for Mitt Romney tomorrow with a big heart-swell of libertarian optimism; I’m voting for him because of the two candidates, he’s by far the best shot we have at a financial tourniquet, and because he is a leader & problem solver.  

Two, the lion’s share of the president’s policies’ broader costs are either indirect or still coming.  The Affordable Care Act was sold as a means of saving money for the Federal government.  Even if it does, which seems increasingly improbable, it does so by cost-shifting: from the “Middle Class” to the rich; from old to young; from individuals to businesses; from insureds to insurers; from bureaucrats to innovators.  Plus, the number of doctors refusing Medicaid patients is growing.  Finally, what effect will the medical device excise tax have on innovation in one of our key areas of competitive advantage?  Those are all indirect costs of centralized management that add up to an absolutely huge economic cost, but which aren’t captured in Federal outlays during 2010-12.  But even ACA’s direct, probable Federal outlays (e.g., shoring up insufficiently funded state Medicaid budgets) won’t hit for at least another year yet.  The same holds for Dodd-Frank: do you realize that JP Morgan already has in excess of 400 full-time regulators at its NY office?  Plus, all of D-F’s rules haven’t been written yet.   

Three, President Obama’s fiscal "sins" (no, I do not really believe they are sins) are far worse than the sum total of the checks he cut during his first term.  Focusing on spending at the exclusion of the debt and annual budget deficits misses the larger fiduciary point.  It’s one thing for a family of 4 to spend $5,000 on a vacation when their income is $300k.  It’s something else entirely when their income is $100k.  The examples here are too many to count.  Maybe I can just say that current Federal outlays are at most a short chapter a 500 page book on President Obama’s economic mismanagement.  I’m happy to go into those details if you want, but I’m assuming you either already know them or otherwise don’t really care for me to, and in either case, I don’t have the time right now to enumerate them.  I’ve already tackled several of them in other blog posts, though.       

Rick Ungar is to Forbes what Al Hunt used to be to the WSJ: the token liberal.  His function for the Left isn’t really to analyze, it’s to advocate while giving the appearance of seriousness.  He poses no threats to GOP philosophy, but his "analysis" can serve as a corrective for self-reflective conservatives who yearn not to win elections, but to see government done well.   

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