REPORTCARD2000.COM

 

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“And no one should be surprised, human nature being what it is, people will go as far as they possibly can get away with.”    Senator Hillary Clinton – D, New York

 

 

Why REPORTCARD2000.COM Was Developed

 

Since the late 1990s I have listened to people opine on the causes of the budget surpluses and subsequent budget deficits.  The comments cover the gambit of possibilities ranging from exquisite financial management to reckless irresponsible behavior.  The 2001 CBO budget projection has been referenced innumerably as the benchmark for what constitutes the ultimate in budget prudence.  The subsequent deficits have been referenced innumerably as the epitome of budget irresponsibility.  As a professional auditor and accountant for 30 years, the critical point that has always been lacking in the debate is an analytical review to determine the causes for the surpluses and deficits for the years in question.  I know from experience it is possible to determine the sources of revenues and the uses of funds.  There is an answer to the question, “How did the surpluses and deficits happen?”  The only limiting factor is how many resources a person is willing to commit to determine the causes.  Certainly, the answer becomes clearer as more years of data become available.  In addition, because there is an explanation as to how the recent budget surpluses and deficits occurred and, coupled with the high profile the subject has had in recent years, an evaluation of the subject offers a unique opportunity to not only determine the causes for said surpluses and deficits, but to evaluate the associated politics and reporting.  For example, I know from my auditing experience, if a person tries to advance an argument by stating a conclusion and not offering substantive support, it is wise to look below the surface.  To talk intelligently about the budgetary process and projections in the USA requires considerable effort so no misunderstanding occurs.  Therefore, related budget issues include both ongoing comments made by politicians and a determination on whether the press forces politicians to get beyond a superficial explanation.  Therefore the intrigue of REPORTCARD2000.COM is not only the determination of the causes for the budget surpluses and deficits, but also an evaluation of any related ongoing political opportunism and shallow reporting.

 

Another reason for this analysis was to satisfy my curiosity associated with the pending social security burden relating to the retirement of the baby-boom generation.  An understanding on how the budget surpluses occurred in the late 1990s is critical in my thinking in evaluating how the USA is going to meet the imminent retirement demands in the very near future.  Was there an economic model in the late 1990s that can be repeated?

 

Finally, why do REPORTCARD2000.COM now?  There are numerous quotes included in REPORTCARD2000.COM but the final catalyst leading to the analysis contained in this website occurred in May 2006.  During an interview with Tim Russert on Meet the Press, soon to be Speaker of the House Rep. Nancy Pelosi said the following:

 

“When President Clinton was president, their last four budgets—his last four budgets were in surplus. We came out of the Clinton years $5.6 trillion dollars in surplus, surplus.”

 

This comment epitomizes the reason I developed this website.  The following points are what went through my mind:

 

Rep. Pelosi speaks of the $5.6 trillion as if it were a reality.  The $5.6 trillion she referenced is a budget projection and, behind every projection, there are assumptions.  To evaluate the meaningfulness of the $5.6 trillion budget surplus projection requires an extensive analysis of the assumptions contained in the budget projection. 

 

1.   Tim Russert offered no meaningful challenge to her statement.  This is a clear indication Mr. Russert did not understand the process and conclusions associated with a budget projection.  I do not think Mr. Russert is alone.

 

2.   There are considerable restrictions placed on CEOs and Directors when they discuss forward-looking projections, but here we have a politician making a declaration about a forward-looking statement as if it was a forgone conclusion, and the comment went unchallenged.

 

3.   The lack of substance in Rep. Pelosi’s comment is a clear indication she either does not understand the budgeting process or is being deceptive in the use of the conclusion derived from a projection.  Mohandas Karamachand Gandhi addressed the unprincipled tactic used by Rep. Pelosi as he considered “politics without principles” to be one of the traits most spiritually perilous to humanity. 

 

4.   I have heard the $5.6 trillion surplus reference many times and it seldom gets beyond the conclusion contained in the second sentence of a 190 page document.  Regardless of what your political party affiliation, if there was a secret to the success, you would want to be touting the plan for success.  An example of this point occurred in the 2004 vice-presidential debate when Senator John Edwards said: “Because we will do what they've not done. You know, if you look at what's happened over the last four years, we have gone from a $5 trillion projected surplus when George Bush took office to a $3 trillion projected deficit.”  There was no substantive explanation made by Sen. Edwards, only a conclusion they would do what the Bush administration was not doing.  The obvious conclusion from this statement is that Sen. Edwards did not know how the Bush administration fiscal policy varied from what a Kerry administration would do.  It was a strained attempt to indicate that it would be different.  No substance, only a fall back on the 2001 CBO budget projection and the ignored assumptions contained in the report.  Sen. Edwards was trying to score political points by referencing a forward-looking statement without the restrictions placed on every CEO in the USA.

 

5.   Based on my experience, I believe if someone utilizes deceptive tactics when discussing budgets and projections, there is high probability deceptive tactics are utilized in other phases of their work.  If the comments are made out of ignorance, I believe the same conclusion exists.  Based on the prosecutions of public company executives, I believe the conclusions I have stated are well founded.

 

6.   I have heard from economists and politicians about what happened during the late 1990s and 2000s budgeting processes.  As an auditor and accountant who spent years determining the sources of revenues and the uses of funds, I believe it is time for an accountant to evaluate the USA budgets.  The results are contained in this website.

 

7.   Rep. Pelosi is using a tactic detailed in the book Emotional Intelligence. By repeating the word “surplus”, Rep Pelosi is attempting to evoke an emotional response from the listeners.  Emotional Intelligence details how the emotional part of the brain responds in one-third the amount of time needed for the cognitive part of the brain to react and, emotions prevent cognitive thinking.

 

8.   The exchange between Rep. Pelosi and Mr. Russert highlights the importance of returning to debates similar to what occurred in the Lincoln Douglas Debates in 1858.  Politicians have become adept at managing the 10 second sound bite and no longer see the need in a complete, coherent and competent response.  Only over an extended debate schedule similar to 1858 that is managed by the candidates according to their respective priorities will competent theories and positions be fully developed and understood.  Furthermore, this will only occur when the voters either elect candidates based on this approach or demand debates in the format considered to be the high water mark for American politics.

 

 

 

 

 

 

The website contents will be updated when pertinent.  I welcome any challenges to the content and logic contained in the website.  As a professional auditor and accountant, this is the nature of the business.

 

 

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