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Anna Bernasek

Anna Bernasek

Posted: December 10, 2009 05:30 PM

5 Facts the Finance Industry Would Rather Ignore

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With the House and Senate at work on differing proposals for financial reform, real change in the financial system seems more elusive than ever. Rebounding bank profits, a direct result of government giveaways, and gobbledygook from the industry have successfully fogged the issue. The vast public is in danger of losing sight of what was once, for a brief moment, plain as day: the financial system in its current form is ill-designed and unstable. Here are five essential facts the financial industry would rather be ignored.

  1. Investment banking was the specific source of the problem. The so-called financial "tsunami" was entirely man-made. The problem arose directly and specifically from widespread abuses of trust involving inordinate risks taken with other people's money. Investment banking in its pure form is the arrangement of risky deals for third parties to participate in. Like real estate agents, investment bankers collect fees on completed deals. Those fees increase with the size of the deal, and with its risk. The problem arose when individuals charged with prudently managing other people's money began to imitate investment bankers seeking ever bigger, ever riskier deals with the associated high fees. The problem multiplied as investment bankers, through their marketing efforts and through institutional ties, gained access to huge pools of capital in our financial system to exploit for their own purposes. Never again should government funds, our own money, be used to subsidize irresponsible risk taking for the benefit of dealmakers. Nor should commercial banks, so essential to the modern economy, be conflated with investment banking schemes.
  2. Investment bankers were given a second chance. And not just any second chance. Instead of punishment for obvious transgressions, they've been rewarded beyond their dreams. So far the Federal Government has provided nearly 3 trillion to bail out the financial sector and promised a further 8 trillion if necessary. Investment bankers were big beneficiaries. Some benefits were direct, for example the government backed rescue of Bear Stearns, the government guarantee in the Merrill Lynch/Bank of America deal, TARP funding to financial firms, and widespread access to free money at the Fed's discount window. Others were indirect, such as the bailout of AIG from debts that it couldn't pay to Goldman Sachs among other lenders.
  3. Investment bankers are now even more thoroughly integrated into the system. During the panic, investment banks were either bought by commercial banks -- Bear Stearns bought by JP Morgan, Merrill Lynch bought by Bank of America, Lehman absorbed by Barclays -- or magically converted into commercial banks like Goldman Sachs and Morgan Stanley. This has several effects. First, institutions, like Merrill or Bear Stearns that were deemed too big to fail are now even bigger, effectively guaranteeing that no matter what they do the public will be on the hook. Second, investment bankers now have access to even more money to use for their risky deals. And finally, through investor insurance and similar guarantees the public fisc is explicitly committed to some of these risky activities.
  4. Incomplete reform won't work. Major proposals, including those now being worked on by both House and Senate committees as well as the White House proposals fail to comprehensively tackle the root cause of the crisis -- bankers making huge profits by taking inappropriate risks with other people's money. The most useful part of these proposals is to mandate higher capital requirements on large and interconnected firms. That's a step in the right direction. But commercial banks already had very strict capital requirements, yet that didn't stop Citibank and Bank of America from getting into trouble. Any loopholes, whether via derivatives or newer financial schemes, will provide an end run around stricter capital requirements. Without rethinking risk across the board higher capital requirements won't be very effective.
  5. Policymakers confused cause and effect. The government's economists rightly recognized that banks are strong when the economy is strong. But they foolishly sought to strengthen the economy by strengthening banks. In fact for every dollar spent to stimulate the non-financial economy, three times that amount has gone into the financial system. The functions of banking are essential for the economy to prosper. But specific banks when bankrupt should be sold and reopened under new management. After committing nearly one year's total national economic output, the government has helped Goldman Sachs have one of its most profitable years ever while legions of firms and individuals deemed small enough to fail, fail.

The purpose of comprehensive financial reform isn't to limit bankers' wealth or to prevent yesterday's specific problems. It's about strengthening the financial system. Reducing systemic risk will benefit the whole economy, and in the long run the banks themselves.

 

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10:19 AM on 12/13/2009
Thanks for that. we beaten-down Democratic voters & activists, and downtrodden taxpayers, need to start putting pressure on the obama adminstration and DC "Democrats" to DIVORCE themselves from these clearly FRAUDULENT financial scammers, who are now SOCIALIZED WARDS of the state, who, in their extorted wealth arrogance, act as MEDIEVAL lords and unassailable robber barons.

obama is turning out to be the BIGGEST DISSAPPOINTMENT of the century, he is delivering the DIAMETRICAL OPPOSITE of "real Change".
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Anna Bernasek
11:35 AM on 12/14/2009
Understand the sentiment however we now have a unique opportunity to make big changes. It’s not over till it’s over.
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basenji
Dog lover
09:50 PM on 12/12/2009
Good article. The financial system was supposed to be there to support/lubricate the real economy, but the sleaze bags turned it into an end in itself.

Nothing will really change until we strengthen our manufacturing system. Germans have done it and we can do it too if we greatly diminish the choke hold Wall Street has on our government.
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Anna Bernasek
10:55 AM on 12/15/2009
Thanks for the comment; manufacturing is a complex subject but I agree that it's an area to focus on.
02:26 PM on 12/12/2009
Good article, but there are ramifications not addressed such as the international efects of American bankers' greed (and our failure to revamp our financial system) which extends, of course, to all bankers worldwide. Britain and France have taken a huge step in raising the taxes imposed on the bonuses these unconscionable bankers pay themselves for their shady financial deals. However, what about the price of gold?

China and India have been buying vast quantities as they and others recognize that the American dollar losing value as fast as it is printing money. China indicated it was considering going back on a gold standard and then swiftly denied it and slowed their gold purchasing which is having the intended effect of lowering the price of gold. Once it gets down a bit, you are kidding yourselves if you think they will not jump back in and buy again. If China then decides to go back on a gold standard, America will be forced to devalue the dollar. Obama better figure out – quickly - that if he does not address America's production of durable goods we will never again be a super power and will instead be mere pawns. Services are fine as long as you have tangible things to service. But America will not maintain its world power position as a strictly service nation.
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Anna Bernasek
10:58 AM on 12/15/2009
Thanks for the comment; international economics is also a big topic but I agree that we should be thinking about how our putatively domestic policy plays out around the world. We're not always acting in our own best interest I think.
11:16 AM on 12/12/2009
There is a reason that Wall Street and the Banks got a big payoff from Gov't. The banks made bad loans and Wall Street packaged them and resold them, making a bundle and getting some of these loans off the books of the banks. Both of which indicate a certain level of greed.

But, why did Banks make bad loans, which is the root of the collapse of the sub-prime markets. Until we recognize the role that 75 years of Gov't pushing people to buy homes in the tax code, the increase in Gov't encouragement of home buying during the past twenty years, and the fact that everything the banks and Wall Street did was within the weakened regulations put in place by Congress, we will not fix the problem.

On June 27, 2005, Barney Frank said on the House Floor that there was no housing bubble on the horizon and that government should continue pressuring financial institutions to help people buy homes. Now House Financial Services Chairman, Frank continues to push financial institutions to lend and uses the tax code to encourage buyers back into a still overvalued housing market. His recent Financial Reform Bill creates an entity to help prevent these bad loans from being made while he uses his position to pressure banks to make the loans.
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07:27 PM on 12/12/2009
Bubbles are necessary to keep new money flowing into the Ponzi Scam. When the money stops flowing, the Ponzi Scam economy collapses. Therefore, bubbles are good for everyone (except for the 99.5% they're not good for).
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petef59
edit my micro-bio
12:59 AM on 12/13/2009
Red herring, plain and simple. This fraud was, is and always will be ALL on the the Wall Street crowd, just as the author of the article defines the situation.
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cavegal
The Revolution Will Not Be Privatized
08:55 PM on 12/11/2009
I truly believe that we are in a very precarious period of US history. Our future hangs in the balance based on the decisions that are made under this Congress. 2010 is going to be a difficult year for middle class Americans and I am more than sure that they intend to express this in the voting booth.

Wall Street may be deluding themselves into thinking the house of cards they have built is stable but what happens when everyone continues to keep their belts tight?
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Otaku1031
I used to be disgusted, now I'm just amused...
11:50 AM on 12/14/2009
Assuming that you're referring to reducing discretionary income spending, which usually includes short and long term investment spending, then yes, the house will fall. However, if we can't buy in on our own, the Fed will do it for us using tax dollars and/or loans from China, Inc. for yet another bailout for the "too big to fail" firms.
There's lots of talk about how we, the taxpayers, are now the "owners" of the these bailed-out companies and should get a say in their operation just as other investors who hold stock in the company. That will never happen and here's why - who actually holds the loans, backed by future tax revenues, that funded the bailouts? These are the true owners of the bailed out firms. The U.S. won't be able to afford to service those loans without significant tax increases and it will only get worse as we keep pumping tax dollars into these companies. I think the U.S. isn't willing to risk serious economic warfare by nationalizing these businesses and stiffing the creditors.

We buy a lot of cheap stuff made in China - what happens if those products suddenly triple in price? Quadruple? Saying "Buy American!" won't work since we've outsourced our manufacturing; we can't make things here anymore. This scenario, more than any other, is probably what will trigger a taxpayer revolt.

Borrowing money from your friends usually ends badly; it gets worse when you are in debt to your enemies.
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cavegal
The Revolution Will Not Be Privatized
12:45 PM on 12/14/2009
Great response. Thank you for the post. Fanned.
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Anna Bernasek
11:34 AM on 12/15/2009
Well stated; I agree that this is an extremely important issue and a critical time. It seems to me unlikely that we will have a better opportunity for reform than this; and conversely, if we miss this one we will "bake in" serious economic problems.
09:43 AM on 12/11/2009
I don't disagree with you at all, I've seen a lot of horrible investments made over the past 8 years that were clearly just to do a deal, not to make a good investment. Just be aware that when this is stopped it will have a devastating impact on asset prices, and most likely will take a generation or more for asset prices to start rising again (see Japan). This doesn't include just property - the sale of businesses will also be slammed so hard that many businesses won't ever be started because there will not be a suitable exit plan.
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Anna Bernasek
11:06 AM on 12/15/2009
The question of where asset prices are going is a good one.
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11:57 PM on 12/10/2009
I don't see how the people can actually win on this one. It's got to be a tiny subset of the American pop. that actually reads about this stuff. Much less fully understand it. And then among that group you've got ideological differences. There's no unified popular action.
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Anna Bernasek
11:09 AM on 12/15/2009
In the end a truth-based system will beat every ideological one that becomes gradually divorced from reality. Admittedly not on my preferred timetable tho.
11:56 PM on 12/10/2009
6. Their are few if any worthwhile financial innovations, derivatives, etc. Most all are meant to extract wealth from fixed assets, inflate assets, support speculation, increase transaction fees, increase but not reduce risk, and produce nothing.

7. 98% of economists missed the crash completely. This corrupt profession made up of neoliberals purposely seek to use complex mathematical modeling to "fit" complex equations in order to support equilibrium to a preconceived set of fixed assumptions that ignore the simply fact that compound interest grows exponentially but economies don't. This is a primary reason why 1% own 95% of wealth while collecting 70% of compound interest. They deserve to have their Phd's revoked and flip burgers for now on.
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proggirl
college teacher, artist, writer
01:03 AM on 12/13/2009
"Neoliberals" like Greenspan, Bernake, and former Enron exec Cheney? Please, what a spurious argument. Financial decisions are made by CEOs interested in the short term bottom line, not by scholars of economics.
Blaming people who think for a living for the actions of those who steal from their nation is almost as criminal as the theft itself.
I agree with you about the relative lack of value of derivatives. But your model of holding economic theorists to blame for the actions of the boardroom is merely ideological spite.
schatsie
Wall Street is Worse than Vegas
12:17 PM on 12/13/2009
Greenspam and Ben were not just theorists,,,,They deliberately held down the interest rates so that BUSH could have a FAUX recovery and win Reelection.....REALLLY WAKE UP AND SMELL THE COFFEE....if you can afford it...
08:32 PM on 12/13/2009
Actually yes, most all, whether DEM of REP are neo-liberal economists that seeks to transfer much of the control of the economy from public to the private sector.

They ignore facts like how interest grows exponentially but economies do not. How when money is created as debt the interest is not, which forces us to always grow to pay the bankers interest, 70% of which goes to the top 1%. They don't see the illogic in how we allow a private FED to create money then lend it back to us at interest for which we must pay income taxes. No one seems to mind that the principals of Adam Smith and our classical economists are barely even taught.

The elite have changed our education system to train economist to support their corrupt privately run monetary system.
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Anna Bernasek
11:15 AM on 12/15/2009
These are good points. The "financial innovation" of the last two decades is in my opinion of suspect value. We'll probably see further analysis of this in coming years. As for economists, well some of my best friends are economists. But this is a very serious challenge to a formerly too comfortable orthodoxy.
11:20 PM on 12/10/2009
Let's start with reinstating Glass-Steagal. Shut down their prop desks and access to the Fed Reserve window...OUR MONEY!

Why should they have access to OUR MONEY at interest rates near zero only to turn around and lend OUR MONEY to us at 29.99%?
schatsie
Wall Street is Worse than Vegas
12:19 PM on 12/13/2009
Bingo!!!! and they don't just lend it once, they lend it 20 times over so they are raking in the cash....and who gets a tax cut,,,,they do,,,,,and you get a tax increase.....
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Anna Bernasek
11:16 AM on 12/15/2009
Well stated.
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FogBelter
Illegitimis non carborundum
09:47 PM on 12/10/2009
The problem we have is the individuals who have the money and influence over the elected officials are Wall Street lemmings who substitute arrogance for common sense. These Wall Streeters have complete control of the bus the world economy is riding in and the pedal is to the metal as they gleefully head for the cliff.

If the financial reforms are watered down, there will be high fives all over Washington and Wall Street I'm sure ... but that doesn't address the fatally flawed economic system that was created at the end of the Ciinton Administration by Phil Gramm that allowed, among other things, the creation of a 613 trillion dollar derivative bubble which will eventually pop as these things do, but in the meantime the Wall Streeters and their concubines on Capitol Hill can continue believing they are the Masters of the Universe until the inevitable occurs. Lucky us.
schatsie
Wall Street is Worse than Vegas
12:20 PM on 12/13/2009
Phil Gramme, Robert Rubin and where did Rahm go, to wall street where he """"drum roll please EARNED 18 million in 18 months,,,,,get that???
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Anna Bernasek
11:18 AM on 12/15/2009
Thanks for the comment. I agree that real reform is terribly important.
09:45 PM on 12/10/2009
Absolutely!!!!!!!!!!!!!

Outlaw all derivatives!

Force investment back to main street.
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myshadow
01:58 AM on 12/11/2009
right.....
'2.Investment bankers were given a second chance. And not just any second chance. Instead of punishment for obvious transgressions, they've been rewarded beyond their dreams. So far the Federal Government has provided nearly 3 trillion to bail out the financial sector and promised a further 8 trillion if necessary.'
This is where the election will be lost. Whether a person is a liberal, conservative, teabagger, libertarian, what ever...This fundamental, brazen disparity between the taxpayer and the people who comitted FRAUD, and destroyed the economy of the world. The obvious impunity is insulting and enraging. The President has squandered the opportunity to harness that perception of injustice, much like bush did after 9/11, we had the world on our side.
There are going to be a lot of angry voters out there.
It saddens me to see a promise so squandered.
01:47 PM on 12/11/2009
He has till 2012.

I agree. They can still be prosecuting for Fraud.

I hope the FBI is doing their job.
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cavegal
The Revolution Will Not Be Privatized
08:51 PM on 12/11/2009
Well said. Faved.