Wednesday, May 18, 2016

Lets all drive Sexy ferarris, or sexy geo metro's?


From Flintstones to Jetsons: how labor pushes technologic innovation
Ask any employer, employees are expensive.  Long gone are the days when a whip, and a few indentured servants, or slaves could be called upon to toil their lives away in inhumane conditions.  Today’s laborers demand, through legislation, unionization, and social pressure safe and reasonable working conditions.  Recently there has been a societal move resulting in an increase in minimum wage in many states, and a proposed federal minimum wage increase.  That is what will be dissected within this work.  A move to increase the minimum wage in the United states from $7.25 per hour to $15 per hour.  This would amount to an increase of 100.68% in wage expense per hour in some states (www.dol.gov). 
The history of minimum wage began in 1938 when the first federal minimum wage was established at $0.25 per hour. According to CNN money watch with adjustments to match inflationary CPI markers this would have been the modern equivalent of $4.19 per hour (money.cnn.com) follow the link in references for a delightful interactive graph!  Before 1938 wages were decided between the employer and the employee.   
Benefits:
            Employees: An increase in wages nationwide would create an undeniable ripple effect.  After all, one would be hard pressed to more than double their income and not notice a change in their financial situation.  At $15,080 (7.25hr x 40 hrs. wk. x 52wks) a dual earning household would gross about $30,160 per year in the present system.  When the new minimum wage is instituted the household income will rise dramatically.  A single income earner will have a yearly income of roughly $31,200 ($15hr x 40hrwk x 52wks) per year. This will increase household income as well yielding $62,400 respectively.  This data, though crude is commensurate to what most statisticians report (www.statisticbrain; gapminder.org ).  For a great graph on income wealth disparity, see gapminder.com in the references section.
As the work environment becomes more mechanized technology will become more important in filling the role of unskilled labor.  There will be many technical positions opening up to provide services to these machines.  There will be growth in technically skilled maintenance positions.
            
            Employers: Increased pay will allow employers to seek out highly talented and experienced individuals to fill positions, which they may have not considered to be worth their time before.  It will also allow opening of more part time positions, thus reducing the benefits that usually accompany a standard full time position.  Laborers will be more likely to take a part time position if they can earn double what they used to for doing the same work.  This example is readily evident in Wall Mart, who after increasing wages, immediately reduced their full time work force to save on accompanying liabilities.  Their potential labor force increased, even as hours available to each employee decreased.

            Governments:

Revenues: Although each state is different, many states maintain a progressive tax on income.  Though some have a regressive tax system, like sales tax, the most popular taxation methods are the progressive ones.  Governments will reap a windfall of increased taxable income.  Since each state government taxes differently it is easiest to address federal taxation, and for this discussion state tax revenues will be left out.  The 2016 IRS tax guidelines would apply to the incomes discussed above and are as follows for those filing single:

Taxable Income
Tax Rate
$0—$9,275
10%
$9,276—$37,650
$927.50 plus 15% of the amount over $9,275
$37,651—$91,150
$5,183.75 plus 25% of the amount over $37,650
$91,151—$190,150
$18,558.75 plus 28% of the amount over $91,150
$190,151—$ 413,350
$46,278.75 plus 33% of the amount over $190,150
$413,351—$415,050
$119,934.75 plus 35% of the amount over $413,350
$415,051 or more
$120,529.75 plus 39.6% of the amount over $415,050
This results in an income tax deduction of $4,261.25 for most minimum wage earners, leaving them with a net income of $26,937.75 after federal taxes.  This yields a $12,717.75 increase in net income.
The most likely bracket for those effected by a minimum wage increase are highlighted.  For those filing jointly at $62,400, presuming they are both minimum wage earners the IRS table for 2016 is as follows for those who are Married Filing Jointly or Qualifying Widow(er):
Taxable Income
Tax Rate
$0—$18,550
10%
$18,551—$75,300
$1,855 plus 15% of the amount over $18,550
$75,301—$151,900
$10,367.50 plus 25% of the amount over $75,300
$151,901—$231,450
$29,517.50 plus 28% of the amount over $151,900
$231,451—$413,350
$51,791.50 plus 33% of the amount over $231,450
$413,351—$466,950
$111,818.50 plus 35% of the amount over $413,350
$466,951 or more
$130,578.50 plus 39.6% of the amount over $466,950
The most likely brackets for those filling jointly are highlighted above.  The first bracket yields a net income of $53,976.50.  This is a net increase of $27,413 in annual income.  This is of course presuming both partners are earning minimum wage, or better.  These tables and more are available at the IRS web site if you follow the clickable link in references (www.irs.com).  It should be noted that rates and brackets are subject to change. 

Liabilities: Many government agencies will benefit from reduced liabilities with an increase in wages. With wage increases many people will no longer qualify for government entitlements.  Using the USDA FNS screening tool this author was informed that as a resident of Washington State and a parent of 3 children with an income of $15 per hour he would not qualify for any assistance from the Economic Services Administration. This includes subsidized housing, food assistance, or child care assistance (dshs.wa.gov; snap-step1.usda.gov).  To calculate your own eligibility for these programs follow the SNAP link below and select your state in the top right menu bar.  Reduction of entitlement payments will reduce state, and federal liabilities.  Since entitlement estimates vary wildly, depending on the source used, we will not furnish an estimate in this article.
  
            Foreign markets:  The manufacturing industry in foreign markets will certainly reap a wind fall of low end manufacturing jobs as those that cannot be mechanized are moved abroad.  It is unlikely that corporate entities will willingly absorb marginal losses from the increased cost of unskilled laborers.  Most employers able to avoid a 100.68% increase in labor will do so.

Costs:
Workers: The reduction in entitlements will primarily effect those who, at the present time, rely on them.  Most single people without children under the age of 24 do not qualify for SNAP benefits or any other type of gov’t assistance.  Those whose household economy has come to depend on these benefits may face a sobering reality when the high cost of private healthcare, instead of the gov’t subsidized health care under which they are now covered, is brought to bear upon them.  Certainly the insurers, who are not averse to profit taking, will use this as an opportunity to bolster their earnings.  Of all of the first world economies, private insurance enjoys the highest revenues here in the United States (theincidentaleconomist.com). 

Students: It should be noted that federally subsidized student loans and grants FASFA eligibility is heavily weighted on income.  This article will not explore this aspect.  The student loan industry, and the collegial education industry in general is both convoluted and rickety.  With practices and laws changing regularly, it would be foolish to attempt a meaningful analysis. The Pell grant is designed for low income earning students.  We were unable to find the exact income requirements for the grant which are listed on the federal web site as “variable by individual.”  .  The limited information available indicates that In the 2009-2010 school year, for example, nearly 80 percent of those students who attended a community college with the help of a Pell Grant had a family income level of less than 150 percent of the federal poverty level, according to a report published by the American Association of Community Colleges. Similarly, of those students, 60.7 percent had family income levels that were $20,000 or less, which is below the poverty threshold for a family of four (simpletuition.com).”  This would seem to indicate that students will be more likely to pay tuition and related expenses by using student loans, or cash as their income base increases.  Cash of course would be the preferred method, presuming the cost of education remains constant and the student is employed.  The continued, and socially accepted practice of retaining large amounts of student loan debt in in conjunction with grants and financial aid, could greatly benefit lending institutions since student loan debt is not escapable via bankruptcy and is often insured by the federal gov’t.

Small business: Although larger firms may be able to outsource some or all of their work, or survive on lobbied means of corporate welfare, like subsidies.  Small businesses will have a precipitous decline in revenues, secondary to increased labor costs.  For many of them this decrease could easily push them past their break even threshold.  The most obvious industries effected will be those that employ the large amounts of unskilled and uneducated labor: food service, agriculture, forestry, and retail sales sectors.  Mechanization will be essential for survival.  Large chain restaurants like Wendy’s, which have the ability to raise capital to mechanize will lead the way in technological innovation as the work force is re shaped.  Recently the Wendy’s CEO unveiled a plan to reduce overhead starting in its NYC stores by instituting self-service ordering kiosks, which will replace clerks in many of their locations (finance.yahoo.com).  While not cost effective in years past, with an increase in its NYC market share of over $5 per hour (amounting to $10,400 per year per worker), Wendy’s has decided that the time to mechanize has arrived.  Smaller restaurants will be unable to issue the multimillion dollar corporate bonds needed to raise investment capital for mechanization.  Necessity being the mother of invention, technologic innovation and a reduction in unskilled labor will likely progress farther and faster as momentum for an increase in wages continues to grow nationwide, and as business struggles to maintain thin profit margins in a recovering market.

Seniors: Although the evaluation of the CPI (consumer price index) and an accompanying COLI (cost of living increase) may occur within two years of a minimum wage increase, it is likely that if hyperinflation (inflation over 100%, which in this case would be slightly less than the proposed increase) occurs cost of living increases may be delayed in order to maintain solvency of the SSI fund.  This has historically been the case when past COLI have threatened the solvency of the SSI fund (www.ssa.gov).  Though an increase in taxation of wages would eventually bolster the SSI fund, it is possible that the increase in cost of goods produced and sold would consume the surplus rapidly after an accompanying increase in COLI for SSI recipients. This would leave seniors in a precarious position.  With a fixed income, and increasing prices, tough choices would have to be made *see my article about Puerto Rico*.  This could be bad news for the retirement, and long term care sectors.  Historically senior retirement homes have had reliable revenues, with guaranteed gov’t payment of benefits.  However, with a decrease in buying power, this could make profit margins slim.


Stocks related to this article:
WEN: Wendy’s Inc.

Senior living:
            HCP (NYSE: HCP); Ensign Group (NASDAQ: ENSG); Almost Family (NASDAQ: AFAM)

Manufacturing and mechanization:
            (NASDAQ: WEN), that’s right! Wendy’s has its own tech lab to increase mechanization in the fast food biz!

Lending: Though I have total confidence in the market place, it is likely that the 1.3 trillion dollars of student loan debt will move further towards default in an economy where the student loan interest rates are greater than the rates of compensation received by most new college graduates.  It would be irresponsible for this author to recommend purchasing these securities.

Disclosure: The writer has no competing interest in these companies, or their subsidiaries, and has no plan to purchase an interest in the near future, nor does the author recommend purchase of any security.
References:

No comments:

Post a Comment