The Pandora Papers Follows The World Wide Money

Andrew Donaldson

Born and raised in West Virginia, Andrew has been the Managing Editor of Ordinary Times since 2018, is a widely published opinion writer, and appears in media, radio, and occasionally as a talking head on TV. He can usually be found misspelling/misusing words on Twitter@four4thefire. Andrew is the host of Heard Tell podcast. Subscribe to Andrew'sHeard Tell Substack for free here:

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21 Responses

  1. Oscar Gordon says:

    Wow!Report

  2. Jaybird says:

    The Panama Papers lady committed suicide by car bomb.

    I’m wondering if similar awaits some of these authors.Report

  3. Brandon Berg says:

    Predictions:

    1. As with the Panama papers, this will provide little if any evidence of any kind of wrongdoing by big-name American billionaires.

    2. As with the Panama papers, the left will pretend that it proves that big-name American billionaires don’t pay taxes.Report

    • Philip H in reply to Brandon Berg says:

      You can do a great many immoral and unethical things without doing illegal things. Especially if you are super wealthy.Report

    • Chip Daniels in reply to Brandon Berg says:

      The scandal is that it is legal.

      As a thought experiment, imagine if it turned out that some single mother on welfare in Chicago, who claimed an income of near-zero, was in fact hiding a comfortable income by routing it through some offshore account.

      Imagine conservatives nodding and saying, “Well, no laws were broken so I guess it’s okay.”

      I can’t imagine that.Report

      • Pihlip H in reply to Chip Daniels says:

        I also suspect, as heather Cox Richardson points out, that as the series unfolds in the WaPo there will, in fact, be criminality disclosed.:

        Today, the Washington Post broke the story that the International Consortium of Investigative Journalists (ICIJ) obtained more than 11.9 million financial records including emails, spreadsheets, contracts, and so on, that reveal a vast international network of financial schemes to hide money from taxation, investigators, creditors, and citizens.

        https://heathercoxrichardson.substack.com/p/october-3-2021Report

  4. Marchmaine says:

    When I go on my Distributist rants… it isn’t so much that wealth is created, it’s that the wealth is increasingly secret and secretly distributed in pathways other than wages.

    These are examples of the underground networks of wealth that aren’t distributed via wages or the ordinary forms of capitalism and production.

    I’m pretty sure 90%-97.5% of these things are ‘legal’ — good reporting would go beyond the one or two obvious felons being exposed for bribery (usually politicians) and dig into the thousands of unknowns who are part of the managerial class whom you think are being paid like you, only more. They aren’t being paid like you. That’s the story.Report

    • Philip H in reply to Marchmaine says:

      Remember back in 2017 when Republicans (again) told us that cutting corporate taxes and taxes on the very wealthy would trickle down? And remember when reporters asked CEOs if the they would boost wages or innovate? And the CEOs said “nah, we are going to buy back stock and goose dividends?” And then they did?

      All perfectly legal. All unethical. And All part and parcel of a financial elite who both try hard to own politicians AND keep the rabble turned against itself.

      But we don’t DARE fund the IRS fully for enforcement . . . .Report

      • Oscar Gordon in reply to Philip H says:

        Given fiduciary duty, the CEOs were being ethical.

        The failure wasn’t in 2017, it was back when Friedman didn’t get sufficient pushback on his claim.Report

        • Philip H in reply to Oscar Gordon says:

          The fiduciary duty is to return a profit, not return a profit at the expense of other things. With that tax cut a healthy profit could have been returned AND wages could have been raised. Well before COVID forced it.Report

          • Oscar Gordon in reply to Philip H says:

            But there’s no ethical duty in business to do anything more than return value to shareholders. Last I checked, this is what is taught in all the MBA programs.Report

            • Chip Daniels in reply to Oscar Gordon says:

              Given that the corporate form of business was created by the citizens for our benefit, then it seems entirely reasonable that we citizens can attach conditions on their charter which require them to adhere to some framework of ethics.Report

              • Oscar Gordon in reply to Chip Daniels says:

                Sure.

                Let me know when folks get around to making that change, you’ll have my vote.

                Until then, the ethical question is already answered. If you don’t like the answer, you have to get a consensus to agree to change the question. The obvious place to start that is the MBA programs.Report

      • Marchmaine in reply to Philip H says:

        Yes?

        Do you think taxing ‘wealth’ that is hidden and moveable to create a giant bureaucracy of managers to manage the wealth as ‘programs’ is the right path forward?

        I’ve said the Republican bullsh*t is bullsh*t and Democratic chickensh*t is chickensh*t. I prefer not to eat sh*t.Report

      • Brandon Berg in reply to Philip H says:

        Remember back in 2017 when Republicans (again) told us that cutting corporate taxes and taxes on the very wealthy would trickle down? And remember when reporters asked CEOs if the they would boost wages or innovate? And the CEOs said “nah, we are going to buy back stock and goose dividends?” And then they did?

        I don’t recall what a handful of CEOs may or may not have said. But what I do know is that one of the many problems with the corporate income tax is that it creates a lock-in effect that leads to inefficient internal reinvestment of money that should have been returned to investors. If you think it through and do the math, this should be obvious, but I’ll walk you through an example.

        Let’s say you’re the CEO of a company with a market cap of $100 billion. You make good profits, but in your industry, you have limited opportunities for growth. If you reinvest the profits, you can expect to earn about a 7% rate of return for your shareholders. The market rate of return is about 8%. What should you do?

        You should pay out dividends or buy back shares. It’s the right thing for shareholders, who would rather get an 8% return on their money, and it’s the right thing for the economy. The only reason you’d want to reinvest the money internally is to expand the company for your personal self-aggrandizement, which would be unethical.

        But wait! The government has just instituted a 50% corporate income tax. For every dollar in profits you retain instead of internally reinvesting, your can only return 50 cents to your shareholders. Now it’s a 7% return on internal investment versus a 4% return in the market. Thanks to the distortions introduced by the corporate income tax, profits get reinvested inefficiently in your company, instead of in companies that could make better use of that capital.

        Conversely, cutting corporate income taxes reduces this perverse incentive towards inefficient internal reinvestment, freeing mature corporations to return their profits to investors so that they can be reinvested more profitably and efficiently elsewhere.

        By the way, you know that’s what happens when dividends are paid out, right? Bill Gates isn’t peeking through the curtains at his mailbox, watching for dividend checks to come in so he can go buy a car or something. He just rolls the dividends back into the pool and reinvests them. There may be a handful of retail investors that do this, but the vast majority of money in the market is managed by people whose consumer spending decisions are not meaningfully affected by dividends and buybacks.

        So it’s very unlikely that dividends and buybacks have any meaningful effect on total investment. They only affect where the investment is directed, away from firms with low marginal returns on investment and towards firms with high marginal returns on investment. This is a good thing.

        Anyway, mature companies increasing dividends and buybacks in response to a corporate income tax cut is a) expected, and b) good for the economy, and for workers. The idea that this is some kind of smoking gun that proves that corporate income tax cuts don’t work comes from a place of deep confusion.

        The argument for corporate income tax cuts was never that corporations would use their tax savings to increase wages just because they can. That doesn’t even make sense. The argument is that cutting corporate income taxes allows capital to be invested more efficiently (as described above), and makes investing in that country more attractive to investors, increasing investment. This is trivially true: Obviously investors are going to invest more in the US when they can keep 79% of their pre-tax returns than when they can only keep 65%. And increasing investment increases the demand for labor, which drives up wages.Report

        • DensityDuck in reply to Brandon Berg says:

          what the people who call for a profit tax want is for those profits to be “reinvested” in employee salaries and benefits

          so that 5% profit margin for the year would go to boosting everyone’s salary by twenty bucks a week

          wheeeeeeReport

        • Philip H in reply to Brandon Berg says:

          And increasing investment increases the demand for labor, which drives up wages.

          That’s nice Kool-Aide – you are missing the part where there’s no record of that ever happening as a result of a tax cut, even now.Report

        • Marchmaine in reply to Brandon Berg says:

          The overlooked issue with this is that the managerial class is now paid in equity, not wages.

          So, the buybacks cover the equity diluted by distribution to the managerial class, and constitutes a conflict of interest when it comes to propping up share prices vs. reinvestment and growth.

          It is orthogonal to my original point which is that we don’t realize how equity wealth is transferred throughout the world at the rich-but-not-famous level.

          Whether or not corporations should be taxed vs. consumption, say, I’m slightly agnostic… so I don’t dispute the ‘effects’ of taxation on decision making, but making a pretty standard Libertarian argument against corporate taxation wouldn’t change the fact that what we call ‘shareholders’ is itself now a distorted class exerting poor business decisions that favor themselves… and not all the stakeholders involved.

          It’s a different critique than one of simple taxation…Report