Wednesday, April 1, 2020

What the 2nd Great Depression will look like


Our news media today must sell advertisements.  They make more money by having more viewers.  Anytime there is a crisis, the news media wins.  The longer a crisis goes on and the more fear the public has; the higher their ratings become.



If you are in your forty’s you can remember a time when your parents would watch the nightly news on one of the main cable stations.  You would see local stories, national events, sports and then the weather.  The reporters would share what was going on without really expressing their opinion.  Some families had access to CNN.  When America liberated Kuwait from Iraq, many people would tune into watching the war take place and listen to Wolf Blitzer and others share the events of the day.  By the time President Bill Clinton was being impeached, Fox News found that 50% of Americans wanted to hear a more conservative viewpoint and the news station competed with viewers who used to only have one other choice with CNN.  Along came other stations and view points over the years.  Instead of reporting the news; we receive an agenda.  MSNBC is notorious for stating it is the news media’s job to tell the public what they should think.

In our past blogs, trying to help businesses overcome the obstacles of working within the new government regulations that continue to take away our freedoms, we have pointed out the discrepancies in so-called facts of the Coronavirus.  Yes it is a very contagious virus.  Yes, it has the ability to bring a high mortality rate to the elderly and those with underlying health conditions.  However, the government regulations of shutting down some businesses and not others is foolish when they are saying how bad the virus is.  Our leaders are human.  They want to be elected and don’t have the backbone to do what is right rather they let public opinion sway their voice.  As long as the public does not do their research on their own, the loudest voices will win.  (This should be a wake-up call to any business who is not utilizing social media, content management and online reputation to share their message.)

Recently, even though the actual numbers do not warrant these actions, government officials are calling for many great businesses to keep their doors shut through the first week of May.  One would think we are dealing with the Bubonic Plague which struck Europe and Asia in the 1300’s.  In five years, that plague would kill almost one-third of the continent’s population.  When in fact we are dealing with a virus that has had Medical Examiners taking the liberty of classifying deaths of suicide, heart disease and other mortality contributors to the Coronavirus.  Neil Ferguson, the most famous Epidemiologist that our leaders at every level cited using his graphs projected 2.2 million dead in the United States if no action were taken to slow the virus and blunt its curve.  That would be 6,027 deaths a day!  Now he has revised his claims revealing that far more people likely have the virus than his team originally figured.   A higher rate of transmission than expected means that more people have the virus than previously expected; when the number of those with coronavirus is divided by the number of deaths, therefore, the mortality rate for the disease drops.  Therefore, now the epidemiologist predicts hospitals will be just fine taking on COVID-19 patients and estimates far fewer people will die from the virus itself or from its agitation of other ailments.  In short, this virus is not as deadly as what the news media would have you believe.


There will be deaths, and a lot of them.  I’m hopeful that my elderly parents or in-laws do not get sick and die.  It would be a tragedy for anyone I am close to or even know, contracts the virus and dies because of the illness.  I would have the same sadness if these people were to lose their life to an automobile accident, other health issues, murder, suicide or anything else that can take one’s life.  However, the approach that the government is taking and the complacency people are allowing these restrictions to happen will have far more devastating effects on our society.

If we continue the shutdown we will skip over a Great Recession and experience The 2nd Great Depression!  What does that means to us?

To fully understand the gravity of what a true Depression will look like we must take a look at history.  The Great Depression that we learned about in the history books (Do you remember the days when kids carried books to school and didn’t do their assignments on a phone?) started in August of 1929 and we didn’t start coming out of it until March of 1933.  The Depression didn’t just hurt one country.  It was a severe worldwide economic depression with peak global unemployment at 24.9%.  Using the same numbers that would be the equivalent of 64 million of working adults in the United States would be out of a job today.

The Great Depression’s most famous day was October 29, 1929 or better known as Black Tuesday.  Billions of dollars were lost, wiping out thousands of investors.  In the aftermath of Black Tuesday, America and the rest of the industrialized world spiraled downward into the Great Depression which would become the deepest and longest-lasting economic downturn in the history of the Western industrialized world up to that time.  Some causes for the crash were a rapid expansion of the stock market after a period of wild speculation during the roaring twenties.  Production had already declined and unemployment had risen, leaving stocks in great excess of their real value.  Other causes of the market’s crash were low wages, proliferation of debt, a struggling agricultural sector and excess of large bank loans that could not be liquidated.

Less than 2 months ago, on February 20, 2020 there was another global stock market crash.  This was 8 days after the Dow, NASDAQ and S&P 500 all finished at record highs with the NASDAQ and S&P 500 reached subsequent record highs the day before the crash.  From February 24 to February 28th, stock markets worldwide reported their largest one-week declines since the 2008 financial crisis, thus entering a correction.  Global markets into early March became extremely volatile, with large swings occurring in global markets.  On 9 March, most global markets reported severe contractions.  The major reason was the overreaction to the Coronavirus Scare by our media and lack of leadership from our politicians at the National, State and Local levels in addition to an oil price war between Russia and the OPEC countries led by Saudi Arabia.

Three days after Black Monday I there was another drop, Black Thursday, where stocks across Europe and North America fell more than 9%. Wall Street experienced its largest single-day percentage drop since Black Monday in 1987, and the FTSE MIB of the Borsa Italiana fell nearly 17%, becoming the worst-hit market during Black Thursday.  Despite a temporary rally on the 13th of March all three Wall Street indexes fell more than 12% when markets re-opened on March 16th.  At least one benchmark stock market index in all G7 countries and 14 of the G20 countries have been declared to be in bear markets.

As of March 2020, global stocks have seen a downturn of at least 25% during the crash, and 30% in most G20 nations. Goldman Sachs has warned that the US GDP will shrink 29% by the end of the 2nd quarter of 2020, and that unemployment may skyrocket to at least 9%.  Even the Australian Prime Minister Scott Morrison has called the looming economic crisis 'akin to the Great Depression'.
A record 3.3 million people filed claims for unemployment in the US last week as the Covid-19 pandemic shut down large parts of America’s economy and the full scale of the impact of the crisis began to emerge.  The figure is the highest ever reported, beating the previous record of 695,000 claims filed the week ending 2 October 1982.

According to St. Louis Fed projections, the coronavirus economic freeze better could cost 47 million jobs and send the unemployment rate past 32%.  That would mean there are over 67 million Americans working in jobs that are at a high risk of layoffs, according to the analysis.  Millions of Americans already have lost their jobs due to the coronavirus crisis and Government Lockdown on Businesses and the worst of the damage is yet to come, according to a Federal Reserve estimate.
Jobs such as sales, production, food preparation, high contact-intensive jobs like barbers, hair stylist, airline attendants and food and beverage services are on the chopping block.  This dramatic spike in jobless claims is an American peculiarity. In almost no other country are jobs being destroyed so fast.

Now add in the stimulus package which was 2.2 trillion dollars.  Both the Democrats and Republicans added as much pork as they could possibly get away with helping out their special interest groups.  These were things like:

  • ·          $150 Million for Federal Grants to State and Local Arts and Humanities Programs
  • ·         $75 Million for Corporation for Public Broadcasting
  • ·         $25 Million for Washington, D.C., Kennedy Center for the Performing Arts
  • ·         $75 Million for the National Endowment for the Arts
  • ·         $93 Million to Congress
  • ·         $25 Million for the House for teleworking and “other cost”
  • ·         $10 Million for Senate for teleworking and “other cost”
  • ·         $25 Million for cleaning the Capitol and congressional office buildings
  • ·         $14 Billion for Universities and Colleges
  • ·         $25 Billion for Public Transit Systems
  • ·         $10 Billion for Publicly owned Commercial Airports
  • ·         $1 Billion for Amtrak
  • ·         $300 Million for Fishing Industry
  • ·         $400 Million to help states prepare for 2020 elections with steps to include expanded vote by mail and additional polling locations
  • ·         $2 Billion for health care, equipment schools and other needs for Native American Communities
  • ·         $258 Million for international disaster assistance

Nine hundred ninety nine billion, nine hundred ninety nine million, nine hundred ninety nine thousand, nine hundred ninety nine dollars and ninety nine cents is one penny short of a Trillion Dollars!  Now double that number and add another $200 Billion Dollars to it.  That is the package our Congress has passed.  Divide that number out by the current population of the United States and that comes out to $6,100 per man, woman, child that will have to pay it back in their lifetime.  That means for a family of 4; they would have to pay back $24,400 and only receive $3,400 ($1200 for two adults and $500 apiece for two children in a family of 4).  Does that sound like a good deal to you?

Baby Boomers have absorbed the country’s wealth. In fact, as they age, their percentage of total US wealth has increased from 20% to nearly 60%. By comparison, Generation X holds 16% of national wealth while the Millennials account for holding 3%. More problematically, 81% of Millennial’s households (ages 18 to 34) carry a collective debt of $2 trillion.  This is before the Coronavirus scare.

So as history have shown us, if public opinion is that the Coronavirus can destroy us all, our politicians will continue to keep many Americans under house arrest.  There is now talk of easing some of the restrictions that the Dodd-Frank financial regulations placed on the Federal Reserve use of this emergency authority.  A lack of oversite will mean more corruption in the name of supposedly countering the economic shock caused by the global coronavirus pandemic.  Currently, the Fed is looking at the use of contractionary monetary policy in order to protect the value of the dollar.  This process can increase deflation; however, the Consumer Price Index will drastically decline.  Thus, housing prices will begin to fall as well as our GDP.  Falling prices will send many firms into bankruptcy.  When you add the massive amount of government spending; the debt-to-GDP ratio will rise to record highs.  Recessions hit every decade, and the government tries to give the economy a shot in the arm.  However, the effects from a complete shutdown due to a virus that has a very low mortality rate will not allow families to recover.

For example, a person age 45 becomes expectantly unemployed.  They have equity in their house and have saved money by investing in stocks.  Their spouse also experiences the same thing.  There expenditures include two car payments, a mortgage and financial support for two children.  Their parents are retired living off of social security and savings that are mixed between stocks and bonds.  Immediately, the spouses try to look for work, but because there is a shutdown they cannot find employment.  They rely on their investments in the stock market to cover their expenses.  However, with the downturn in the market; they will lose their retirement. They look at selling their home to downsize in order to readjust to the loss of income, but their home price has also dropped losing all equity that had been acquired for the last 10 years.  If they sell their home, they cannot qualify for another home because of the lack of income and previous saved assets.  The next choice is to move in with one of the spouses’ parents if they are still living and the home is large enough to hold 4 adults and 2 children.  The spouses’ parents have a reduction in revenue due to the loss in the stock market; however, they are able to keep paying their bills because they have investments in bonds.  

Unfortunately, it gets worse because those investments are not enough to cover the cost of the car payments or other expenditures of a two income family and credit worthiness decreases while debt increases.   Thus relying on the government is the only option.  With a lower tax base, the government which is already bloated will be unable to continue to support social security benefits or child advocacy supplements.  Now the United States has to turn to foreign government for help.  In this scenario, others are negatively affected as well.  The person who landscaped the couple’s house is out of a job as are the car mechanics, hair stylist and house cleaner.  Not to mention, with no discretionary spending, the economy cannot truly be stimulated.  Next on the list of economic casualties will be the credit institutions that cannot recover losses from the debt that had been incurred.  It continues to become a downward cycle.

The regression of unemployment on violent crime rates generates a positive coefficient of 31.87251, and is statistically significant at the 10% level. A one percent increase in the unemployment rate will increase the violent crime rate by 31.87251 per 100,000 inhabitants.  These facts don’t even compute minor theft, non-violent assaults or forgery and fraud which have a much higher increase during times of higher unemployment according to the Journal of Law & Economics.

A 2016 study by Harvard researchers found that men who aren't able to be the main breadwinners in their families are more likely to get divorced than those who are able to earn more than their wives. And a 2011 Ohio State University study found that unemployed men were more likely to get divorced than employed men.  "Work equals earnings, and earnings equals helping to support and sustain a family," Steinberg said. "One partner's lack of ability to contribute financially in a meaningful way can cause the other partner to have to scramble to work extra-long hours, which can cause resentment, or to not have emotional security if his or her own job is shaky or not the type from which she or he can even earn extra income to compensate for the partner's lack of contribution."  For family with children, this can create a major disadvantage to their future.

Lancet Psychiatry researched and found that there had been an increase in the relative risk of suicide associated with unemployment across all regions in the country of 20% to 30%. There are an estimated 233,000 suicides a year, of which around 45,000 could be attributed to unemployment.  In addition, there is strong evidence of an association between unemployment and poorer health outcomes.  Unemployment is almost universally a negative experience and thus linked to poor outcomes, especially poor mental health outcomes.  Unemployment not only increases the likelihood of disease, but it can greatly affect one's mental health, leading to depression and decreased self-esteem. In addition, one can alienate family and friends or feel alienated themselves which can result in lack of support in one's life.  Smoking and alcohol consumption are often increased after the onset of unemployment.  Families are put at greater risk of physical illness, psychological stress and family breakdown.

Although we have reacted to save as many as 2.2 million people (if you believed in the Centers of Disease and Control or the World Health Organization) in the United States which is a great thing, we are now putting many more millions of Men, Women and Children at risk due to the misguided rulings by our officials which is exactly what we were trying to avoid with all of the regulations in the first place.

The United States will recover because that is what we have always done in the past.  (Of course there are other nations like China, Russia and Saudi Arabia that may have a say in our recovery.)  Revolutionary movements have emerged in the past, so the combination of disease and economic contraction will provoke a new era and a new global order. Indeed, even as we confront the prospect of economic collapse, we will also witness the application of policies that move our society beyond a dying fossil fuel era and into an era of cheap renewables. Beyond the age of combustion and the wanton destruction of the Earth, we are on the cusp of a Digital Renaissance.

To recover, businesses must embrace a technological transformation in automation as well as trying to provide their message to the masses gaining a reach to solicit, sell and service their products.  In today’s world, businesses now more than ever must have a digital strategy.  Today it is the Coronavirus, tomorrow it will be something else.  Our customers are spending more hours of the day online shopping, researching or mindless browsing.  Now more than ever, all eyes are on social media.  As a matter of fact, 66% of social media users believe their social media usage habit will increase in the event they are confined to their home due to the Coronavirus.  Over 60% of both YouTube and Facebook users expect an increase while only 2% expect a decrease.
DeliveryMaxx has been the leader in this arena over the last decade and continues to help businesses in all sectors reach their potential customers through the most innovative digital strategy utilizing common sense and today’s technology.  Our clients experience positive Online Reputation, stronger SEO, concise content management, increase in social media engagement and advertisement and higher customer retention.  We are able to customize and create a strategy for any entity that is trying to gain more exposure on the web.  With clients in multiple industries and across the country such as Automotive Dealerships, Real-Estate Brokers & Agents, Churches, Service Industry, Sports Teams, Non-Profit Organizations and more; we utilize our Patent-Pending Program to develop a digital strategy that will meet the needs of sales, service and messaging to the masses.  DeliveryMaxx is one of the only digital media company that provides a simple to use app which will allow to immediately collect online reviews, post engaging videos and online content with branding and advertising.  The program is embedded with digital code helping increase SEO which provides first page results on the Search Engines.  It is a tool that is implanted with a complete digital strategy giving their clients a competitive advantage over the competition.  For more information about DeliveryMaxx contact (888) 938-6299 or watch the DeliveryMaxx Introduction Video!




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