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Ellen Brown

Ellen Brown

Posted: May 3, 2010 11:04 AM

Will Hollywood Go the Way of Enron? Derivatives Come to the Movies

What's Your Reaction:

As if attacks from paparazzi and star-crazed fans weren't enough, Hollywood stars may soon have a literal price put on their heads by investors in the Cantor Exchange, a real-money trading platform where people can bet on the gross profits of upcoming movies. Sales of The Dark Knight skyrocketed after Heath Ledger died unexpectedly, and so did sales after the deaths of Michael Jackson, Elvis Presley and Marilyn Monroe. Will greed-driven investors now be laying in wait for the stars of movies they have bet on?

The Cantor Exchange (CE) is based on a virtual trading platform called the Hollywood Stock Exchange (HSX), a web-based, multiplayer simulation in which players buy and sell "shares" of actors, directors, upcoming films, and film-related options. The difference is that where the HSX uses virtual money, CE will turn the game into a real casino using real dollars.

On April 21, Cantor Exchange reported that it had just received regulatory approval from the Commodity Futures Trading Commission (CFTC), which oversees futures exchanges. "This is a significant step forward in achieving our ultimate goal," it said in a letter, "which is to launch a market in Domestic Box Office Receipt Contracts."

Having "contracts" out on movies and movie stars, however, has an ominous ring; and the Motion Picture Association of America (MPAA) apparently doesn't like the sound of it. The Cantor letter said that its tentative launch date of April 22 was being delayed because the MPAA and others "raised concerns about the economic purpose of this market and its usefulness as a hedging vehicle."

The legitimate hedgers, the moviemakers and equity holders with a real financial interest to protect, don't want it. But Cantor is pushing forward, because gambling is big business and there are vast sums of money to be made.

Critics are worried that the new exchange will turn Hollywood into another derivatives casino, vulnerable to insider trading. Even if short sellers aren't hiding behind bushes waiting to trip up the stars, the exchange could create bizarre incentives for moviemakers to manipulate and distort the market for their own products, perhaps intentionally sabotaging movies they know are losers.

The Derivative Craze

A "derivative" market is one that is "derived" from an underlying asset, but participants don't have to own the asset to play. Like gamblers at a race track, they can bet without owning a horse. Derivatives have now become a $605 trillion industry, about ten times the gross domestic product of all the countries of the world combined. This money is not contributing capital to businesses, helping the economy to grow. Rather, it is being diverted into wagers. Money is made by taking it from someone else.

Worse, half the wagers are negative: the players want the thing to fail. Warren Buffet called derivatives "financial weapons of mass destruction." By massively short selling a stock or a currency, speculators can actually force the price down. Derivatives can be used to sabotage not only businesses but whole economies. Derivatives have been blamed for such economic disasters as the collapse of Japan's stock market in 1987, the Asian crisis of 1998, and the recent collapse of Greece.

Gaming the Hollywood Game


Max Keiser, who founded CE's virtual forerunner HSX in the 1990s, has firsthand knowledge of how the Hollywood exchange can be abused. When he was CEO of HSX, he says, he came under pressure from fellow board members to give in to studio heads who were offering cash and other inducements to manipulate the prices of projects, either up (to legitimize more marketing dollars) or down (to sabotage competing projects). "These guys, including my own board of directors," he says, "could not tell the difference between marketing and market manipulation."

Whether a movie's stock price rises or falls is considered to be a predictor of the movie's future success; but Keiser warns that today, the prediction value of market pricing is largely a hoax. Traders using sophisticated computer programs have learned how to manipulate prices, and market rigging has become institutionalized.

"The only difference between the new box office futures contracts being manipulated and blowing up," he says, "and stocks in companies like Lehman Brothers being manipulated and blowing up, is that people losing their money can imagine getting screwed by Scarlett Johansson instead of Dick Fuld."

Keiser predicts that his altered HSX computer technology, if approved by the CFTC for use in a real-money exchange, will produce an insider trader's paradise, with Hollywood going the way of Enron and Lehman Brothers in two years or less.

"But this is what rigged market capitalism is all about," he says. "It's not economics really. It's arson. They bet against a company or a country and then burn it down."

 
 
 

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02:12 AM on 05/05/2010
Well, It's hard to see what makes "I know something you don't." "No you don't." more problematic about Hollywood versus oil prices or home mortgages. Now I've seen this idea justified via the example of airlines and fuel prices. As they look ahead, airlines place a bet that fuel prices will be higher than they expect, and if prices do jump quickly, increased operational costs are offset by gains from fuel derivatives. Other than theater owners, I can't think of any body else who needs a supply of films.

Plus, film is not exactly exhausted after consumption. When comparing films with corn, I've seen it said that we refer to a year's "crop of films." As if 200 productions from a dozen studios may compare with millions of bushels from thousands of farms. Here's another difference: cold weather in Florida and the price of oranges increases. The writers or actors go on strike, production slows down, and tickets are still the same price.

The parties are already going long and short. Everything is tested and tracked. The budget is based on historical expectations. I see where "Anchorman II" is being held up because the studio isn't willing to pay north of 40 million. As tracking results manifest, ad buys are changed to push strengths or cut losses. So-so movies only get a 1000 screens from exhibitors.

I think you put that all together and any savvy investor would give very wide berth to this market.
06:50 PM on 05/04/2010
Another good commentary, Ellen!
The only sad part to all this is that certain Wall Street folks gamble with other people's money. I don't bother going to casinos, but sure dislike living in one, especially since it's forced upon me. Wall Street has always considered Main Street their marks, although they'd never admit it. Much too profitable, so they lie. I'm hoping that as folks understand what you've written here, they'll make the mental connection of how their pension funds, retirement accounts, etc. are being played, and why they're losing. Only then, when the majority of folks understand, will our economy right itself. Until then, it's way too profitable for the thieves to stop on their own. There's no Elliot Ness to nail the Untouchables. So the only way to win, is not to play.
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Ellen Brown
author Web of Debt; chrm Public Banking Institute
08:37 PM on 05/04/2010
True. The problem is that with our pension funds and the like, we don't have much choice. Somebody else plays the casino for us.
10:47 AM on 05/04/2010
Ellen - you are hitting the nail on the head - over and over. I recently watched your youtube video set and want to offer some applause here as well for that overview.

Now, regarding "half the wagers are negative: the players want the thing to fail", I think it is important to note where the concentration of negative wagers are situated, and I postulate that is often with the market makers themselves.

In my view, we should run our financial markets exactly like a casino. When is the last time a casino went under because a gambler took down the house? A casino operates a certain well defined set of "games" according to very specific and time tested rules. Our financial industry should do the same. Instead of taking problematic financial instruments like "Synthetic CDO's" and saying these are now banned, we should take the alternate view and define specifically what is Allowed, with everything outside that description banned by definition. That, it seems, is the only way to ensure that "financial innovation" does not someday create the "Bride of Frankenstein".
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Ellen Brown
author Web of Debt; chrm Public Banking Institute
03:21 PM on 05/04/2010
Thanks MG! I don't quite understand what you're saying about the casino, but a case could be made that the whole stock market is a casino anyway. Your money doesn't actually go to the company, helping it with physical growth. It goes to the last person who bought the stock; and that person is convinced it's going down or he probably wouldn't sell.
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KingofthePaupers
08:33 AM on 05/04/2010
Jct: It's focusing on the crooked derivative bets in the game rather than the crooked usury rake-off to play the game. Ellen's being diverted from reforming the systemic malfunctions in the banking system to reforming the abuses of the systemically malfunctioning banking system.
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Ellen Brown
author Web of Debt; chrm Public Banking Institute
09:26 AM on 05/04/2010
I'm just trying to shine a light on what's going on. A once-flourishing economic model has become a $605 trillion casino. The shock value of seeing all this inspires people to get interested in reform.
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KingofthePaupers
07:09 PM on 05/04/2010
Jct: Once people run their own stable tokens, who cares what happens to the orthodox money? Almost nobody but banks have any anyway. Let's concentrate on building our own honest system and ignore how they've abused the easily-made-unconscionable one.
01:03 AM on 05/04/2010
Brilliant!

In last week's Goldman Sachs' Senate hearings, an effort was made to define so-called "synthetic CDO's". I am sure it sailed over many heads that a synthetic CDO, often offered in Wall Street, is just pure casino gambling for bettors who have no material interest in the underlying asset that is the subject of their bets.

But here it is as plain as day, and Ellen has done a great job both in exposing the synthetic CDO as the casino gambling that it is, and also pointing out the danger of having bettors with big sums at stake who could affect the outcomes of their bets, for example, by wreaking physical havoc on a movie star.

It will be a sad day in America if this kind of betting is ever allowed by law. And those synthetic CDO's on Wall Street should be made illegal ASAP.
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Ellen Brown
author Web of Debt; chrm Public Banking Institute
01:51 AM on 05/04/2010
Yep. You could almost get them for fraudulent omission on the use of language alone: "synthetic CDO." First, you have to know what a CDO is -- a collateralized debt obligation, meaning a debt that is backed by collateral (usually a mortgage). Then you have to figure out what "synthetic" means -- a house built of plastic rather than brick? No. It means there is NO collateral -- nobody in the deal owns a house. They're creating a hedge to protect a risk that none of the players actually has -- and THAT is the synthetic part: it's a fake hedge, not a real hedge.
11:23 AM on 05/03/2010
The recent organized takedown of countries started with Iceland, not Greece. In between, the speculators and crooked rating agencies also hit Latvia, Hungary and Ireland. Now they're targeting Portugal and Spain -- with Italy, France and UK not far behind. They're gunning for us, too. This whole furor over deficits is a trumped-up rationale for sheer plunder.

All trading in derivatives that isn't based on an insurable interest in something real has to be stopped.
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Ellen Brown
author Web of Debt; chrm Public Banking Institute
12:23 PM on 05/03/2010
I agree. Derivatives are worse weapons of mass destruction than armies and bombs.
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ScottontheSpot
03:07 PM on 05/03/2010
Expect to see a slate of lousy movies, hyped to the hilt, while professional front runners short the heck out of them to profit on the way down. What the Street did to nations it can do to movies. Ishtar, anyone? Keiser is right - we have rigged capitalism now; it has little or nothing to do with the economy or any sector in it.
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WIpatriot
I've seen enough to make me Progressive
10:05 PM on 05/03/2010
Spot on, gq!