I mean, I thought what Obama did was the right thing. First of all, you need social pressure. Capitalism is a great system, but you can't have amoral capitalism. Capitalist institutions have to be surrounded by social understandings, by a set of norms that we all adhere to or that are enforced by shame.And the president was absolutely right to impose a little shame on people who, A, didn't understand the situation has changed, the environment has changed now that the public is helping support their institutions, and, B, who are just awarding themselves bonuses at the expense of their shareholders that are way out of line with what I think most people believe is necessary to keep talent at firms.
Well, it wasn't exactly just at the expense of their shareholders, now was it? These are institutions that took huge sums of money from the taxpayers after all.
But they are very, very special people who just can't scrape by on less than half a million dollars a year. Indeed, they are so valuable that they will just up and leave the country to work as mercenaries for some foreign kingdom, er corporation, if they aren't allowed to make gigantic sums of money as their companies fail miserably. They are superstars!
DAVID BROOKS: Well, I do think it's a moral issue. I still think the McCaskill idea is just a terrible idea. JIM LEHRER: Why? Why? DAVID BROOKS: Because these are banks that depend on superstars. And there's not an ocean of superstars out there. And we may not like these people, but the fact is, to get a good CEO who can lead a company effectively, there are actually, if they can do it well, if they're Jack Welch or somebody, they're actually worth the money. Now, that doesn't mean I'd buy into the hedge fund bonus structure, which was yielding $300 million bonuses. But, nevertheless, the reality is, to keep top talent from going overseas or wherever it would go, you've got to allow pay over $400,000 a year in New York City. MARK SHIELDS: These are companies -- let's be very candid -- they are now taxpayer-subsidized. If they have these superstars, they probably haven't reached that point.JIM LEHRER: Is that a moral -- that's a moral issue?
I say if there's an overseas market for these greedy, incompetent bastards then the best thing we could do for the country is to exile them. Unfortunately, they've managed to take down pretty much the entire world with us, so I don't think there are a lot of jobs for failed wall street executives out there right now. But hey, let them put their resumes up on Craigslist like everyone else and see what the market for such superstar talent will yield these days.
Charles Munger, Warren Buffett's partner at Berkshire Hathaway, talks to the LA Times about the insane levels of CEO compensation these days:What makes CEO pay so difficult is that only a few of the people who are earning these huge amounts are actually worth it....I like the idea of high pay for people who are really worth it. The problem is that most of them are not. Every mediocre employee who rises through the ranks to become CEO thinks he should retire rich. It's crazy.
Do you think this might be what Munger is talking about?
Embattled Home Depot Chief Executive Robert L. Nardelli, under fire from stockholders for earning hundreds of millions at the same time the company's stock fell and market share dropped, resigned suddenly today and will walk away with a severance package of $210 million, the company announced....During his tenure, Nardelli earned $240 million in salary, bonuses and stock options.
....During his leadership of the nation's second largest retail chain after Wal-Mart, Home Depot lost market share to home-improvement rival Lowe's Cos. and its stock price declined almost 8 percent.
Let's get out our calculators. $450 million for six years of service comes to....about $75 million per year. And this is for reducing Home Depot's value and losing market share to its main rival.
I wonder what Nardelli would have been paid if he had actually increased Home Depot's value? Would there be enough money in the world?
Does everyone remember where the Superstar Bob Nardelli works now?
Chrysler.
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