I do not see the problem of emphasizing expected profits as a choice
between Keynes and Marx.  The reliance on expected profits represents
a serious problem for conventional economics, which pretends that
business has the capacity to allocate capital efficiently, despite an
obvious incapacity to foresee the future.

Expected profits are important because business investment is directed
toward a future.  Current profits are nonetheless important for
investment decisions for two reasons.  First, current profits are an
important indicator of future profits.  Second, profits affect both
the need for and the availability of credit for financing investments.
Nonetheless, the profitability of fixed investment today will only
come in the future.  Suppose a company makes a healthy profit today,
but management realizes that something in the future -- a developing
technology or a new trade agreement -- will undercut the potential
profitability of that investment.  Would it rely solely on current
profits or would it take this new information into account?


-- 
Michael Perelman
Economics Department
California State University
Chico, CA
95929

530 898 5321
fax 530 898 5901
http://michaelperelman.wordpress.com
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