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Joseph E. Stiglitz

Joseph E. Stiglitz

Posted: September 15, 2010 12:23 PM

NEW YORK - A sure sign of a dysfunctional market economy is the persistence of unemployment. In the United States today, one out of six workers who would like a full-time job can't find one. It is an economy with huge unmet needs and yet vast idle resources.

The housing market is another U.S. anomaly: there are hundreds of thousands of homeless people (more than 1.5 million Americans spent at least one night in a shelter in 2009), while hundreds of thousands of houses sit vacant.

Indeed, the foreclosure rate is increasing. Two million Americans lost their homes in 2008, and 2.8 million more in 2009, but the numbers are expected to be even higher in 2010. Our financial markets performed dismally -- well-performing, "rational" markets do not lend to people who cannot or will not repay -- and yet those running these markets were rewarded as if they were financial geniuses.

None of this is news. What is news is the Obama administration's reluctant and belated recognition that its efforts to get the housing and mortgage markets working again have largely failed. Curiously, there is a growing consensus on both the left and the right that the government will have to continue propping up the housing market for the foreseeable future. This stance is perplexing and possibly dangerous.

Continue reading at Project Syndicate.

 
 
 
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Mr Hankey
Kucinich / Sanders (Democratic Socialist)
04:48 PM on 09/19/2010
What about the "Right To Rent Act"?

While this bill doesn't address the losses of home purchasers who lost major down payments, at least they wouldn't be homeless, neighborhoods would not be ravaged by empty homes, and maybe there would be less bankruptcies.

The downside of this bill for home purchasers is that they give up their "ownership" - but with Negative Equity/Underwater Mortgages, it seems pointless in the short term to believe that we'll gain any Equity over the next 5 years anyway.

This should not burden tax payers. The homes would remain occupied with funds still going to the banks.

http://thomas.loc.gov/cgi-bin/query/z?c111:H.R.5028:

http://grijalva.house.gov/index.cfm?sectionid=13&itemid=582

http://activerain.com/blogsview/1629674/the-right-to-rent-act-of-2010-allowing-homeowners-to-remain-in-their-house-as-renters
07:22 PM on 09/18/2010
Nobel Laureates in economics should not be allowed to write anything about the real world. They're just not up to it. After all, they never get to really test their hypotheses, and in this case, Stiglitz offers only an implied cure - remove government supports for mortgages - which is laughable when hardly anyone outside the billionaire class is able to get a mortgage.
04:44 PM on 09/16/2010
The ANSWER(S) us the NEW world order that's Huamanomics(sm), that is man's REDEMPTION; as it's the post COLLAPSE new East and West convergence model. It's central orgganizing principle is "Receiving, to give(sm)" and its primary development modality, is the NEW economic paradigm the "Integration of Labor(sm)." Blessings, Yehoshua Ya'acov
02:27 PM on 09/16/2010
One has to wonder who has the crystal ball in this housing mess. You've got big builders out there still cranking out the inventory, all-be-it less than years past but still building more homes to add to the already massive inventory. Everything from new "downsized" tiny homes and townhomes all the way to Active adult community ranch homes. Today homebuyers are claiming they want to "downsize" but what happens to those homes in a few years when they realize they just can't live in a tiny 800 square foot box? Will those be on the foreclosure list as well and only add to the problem?

www.55places.com
05:02 PM on 09/30/2010
Nobody has the crystal ball. This fact is the reason that noodling around with the natural structure of markets is always a bad idea. The reality is that in any market there will be winners, and losers. In a market where the government insists on all parties providing clear information but in which the government does not otherwise interfere, there are losers. And winners. But typically fewer losers than in a market where government does distort. Housing is a perfect, and highly distorted, example wherein everyone seemed to be winning for a few years and now EVERYBODY has taken a shot in the nuts.
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Albert Amato
08:06 AM on 09/16/2010
What could have possibly gone wrong......easy money, illegals building houses during the boom occupying apartments, greedy mortgage brokers and bankers, upwardly mobile people spending beyond their means, low birth rate, high school dropouts with low-paying jobs.....developers building shopping centers and homes like growth would continue exponentially......
We are ALL in this together and we need good leadership without the pitting of all Americans against each other and casting blame.
Everyone has their own responsibility in this mess.
05:04 PM on 09/30/2010
The overarching problem behind all of those factors you mention is government. You are correct in the trees. The forest is that the government in many ways and on many levels gave signals that all this profligacy would be backed by the federal government.

It would be foolish for big bangs NOT to engage in predatory lending when the federal government basically says it will make the banks whole for the foreclosures.
01:13 AM on 09/16/2010
The fix is happening as we speak. Prices are still falling to affordable levels.
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ImmanuelGoldstein
Founder of the "Brotherhood"
06:35 AM on 09/16/2010
Indeed, we have too many houses that cost too much money so prices are falling. Isn't that how markets are supposed to function?
10:41 AM on 09/16/2010
And they may take the banks with them.
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Kache
Toodlum, wake up, I hear a prowler downstairs
01:13 PM on 09/16/2010
So what? Not all banks will go under, just the ones that can not raise more capital.

What if 2,000 banks out of 8,000 fail? 1.700 Savings and Loans were eliminated by the Resolution Trust and within a year we were into the longest boom stretch in history.
08:21 PM on 09/16/2010
Which goes to show the TARP Bailouts were simply used to make bonuses bigger on Wall Street. Paulson's original plan actually made sense, that the government would simply hold on to a huge bulk of the toxic assets by buying them. Instead, Paulson got the money and just handed it to the banks and did Zero to actually solve any problems.

Well, I guess he did solve the problem that bankers might lose some bonus money, but he didn't solve anything else.
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William1950
everything I say could be wrong
12:15 AM on 09/16/2010
where are the thinkers in our government ? where are the thinkers with solutions in business?... I think this article clearly states a viable solution here... but the politicians we have elected are too divided and will never see it through.. the bankers won't do something like this on their own...
02:16 AM on 09/16/2010
The government works for the banks. The entire "$8,000 tax credit for frist time home buyers" was an enticement to get people to buy homes - who weren't ready to buy homes!

Just like what got us into this mess!
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WriterGirl
10:39 AM on 09/17/2010
Unfortunately, I have to agree with MrOctober to a large degree... our government is much too cozy with business interests, and it is preventing politicians from moving on solutions that financial institutions won't like. And the problem isn't just in the financial markets, it's systemic. Remember how Obama discussed repealing NAFTA and taking away tax incentives for corporations that are offshoring work? Maybe I missed it in the news, but I don't recall a peep being said about it since his inauguration. And after all the bluster regarding insurance and pharma driving up the cost of healthcare, guess which industries got what they wanted in reform? Closed door meetings with pharma was one of the first things progressives decried about Obama's "transparent" government.

The heart of the matter is that big business is doing just fine and ialmost entirely unmotivated to curb profits for the good of America's economy. Politicians largely depend on corporate interests to stay afloat themselves, and the culture war that is continually being stoked in the American middle class prevents them from collectively instituting change.
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08:34 PM on 09/15/2010
there is no fix, we are near the end game
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Kache
Toodlum, wake up, I hear a prowler downstairs
08:00 PM on 09/15/2010
"This, of course, will be painful for banks"

No, it will be disastrous for many. One fourth of banks could close.

And who gets hurt if they do - the stockholders. That's EXACTLY the people who need to be hurt.
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02:13 AM on 09/16/2010
You may want to do a little homework on that before you get too self-righteous.

http://seekingalpha.com/article/56765-the-ten-largest-holding-of-calpers-the-biggest-u-s-investor

See what they did there?
The boyz are way ahead of you, bro.
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Kache
Toodlum, wake up, I hear a prowler downstairs
01:09 PM on 09/16/2010
Exactly. The banks that will close will be those that lose investors. CalPERS will pick the winners and losers.
07:27 PM on 09/15/2010
I agree, for decades the government has touted owning a house and inflated the cost of housing through mortgage deductions, capital gain roll over and exclusion, Fannie and Freddie etc.. Continuing with even more aggressive stimulus is a really bad idea (great for current homeowners, local governments, real estate developers etc. but bad for home buyers). Time for change.
06:14 PM on 09/15/2010
I want a Mc Mansion
I want Stainless Steel Appliances and Granite
! want a shower with 8 shower heads
I want a Hummer in the driveway
I want, I want I,want. Well you got it. Now its its now worth nothing, so what do you want now, A bail-out?
07:38 PM on 09/15/2010
What began as President Hoover's "a chicken in every pot and a car in every garage" had, over the course of the century, grotesquely morphed into "a non-worker for every house and an SUV for every non-worker." The terrible twins of mortgage lending, Fannie Mae and Freddie Mac, had, with governmental carte blanche, driven the cost of borrowing down and the price of homes to all time records. Sallie Mae, as Eric explained on Monday, did likewise for the education sector, sending the cost of obtaining a tertiary qualification higher even than the aspirations of the starry-eyed students in attendance.

Having gorged itself on the borrowed earnings of others for over five decades, it is little wonder that an overstretched, underfunded economic system should begin collapsing beneath the burden of its own obligations.
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Mr Hankey
Kucinich / Sanders (Democratic Socialist)
04:26 PM on 09/19/2010
Sorry - there are many average to below average homes out there with underwater mortgages, even with sizable down payments.

MANY of these primary residences are NOT lived in by greedy people who have newer cars, took vacations, or spent above their means. Many people have lost jobs which is attributing to their inability to pay their mortgages - which is increasing the number of foreclosures and lowering property values further.

Since you probably don't have an underwater mortgage, what you probably don't realize is that NEGATIVE EQUITY is NOT shared by the banks or investors - it is the burden of the homeowner (unless the bank decides to lower the principal balance, which is extremely rare). You may not realize that Negative Equity is one of the major issues with the stagnation and decline of the housing market.

This may not be important to you because you may live in an area not devastated by foreclosures, but this is what is happening in many places, and it effects the ENTIRE ECONOMY.

Every tax payer (including homeowners in dire straights) paid for, and will continue to pay for the bailouts of the "Too Big to Fail" and with taxes and the devaluation of our dollar.

The American middle class did NOT crash the GLOBAL ECONOMY.

I would recommend watching this video -
http://www.youtube.com/watch?v=n0NYBTkE1yQ
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rtx47
06:00 PM on 09/15/2010
If a home is an investment, one should take risks as in any investment.

Reason home-buying is flat is because people cannot afford high mortgages on high priced home. Reason home-building industry embarked on high-priced home is same as US auto industry; which embarked on making larger cars; leaving the small / low-priced car segment to foreign manufacturers. Ratonal - Higher unit-profit with big-ticket items (greater profit for less work).

If government encouraged building medium priced homes ($75,000 - $150,000) one would create construction and allied jobs; and help middle class. Building medium-priced homes is encouraged by capping home mortgage deductions on taxes.

This would also bring real-estate prices down. High land-prices is mainly driven by speculation and the enormous cost; including campaign contributions to re-zone and provide various licences for land use.

America was built on a low-profit-margin and large volume model (economy of scale). Somewhere we (the auto, home-building and other industries) forgot the very successful Henry Ford business model for autos.

Instead of smaller, cheaper and mass production, we want boutique personalized products and services, at our convenience... and govt pay for it as in healthcare and education. Or we sue!
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08:36 PM on 09/15/2010
a home should NOT be considered an investment. that is myth #1 of the housing bubble
schatsie
banks are more dangerous than standing armies
09:06 PM on 09/15/2010
that is just silly, the fact of the matter is that Real Estate had been a great investment, better than the stock market from 1970 to 2000......Read Elizabeth Warrens book about the middle class....
thebigbike
ran away to be a cowboy
10:40 PM on 09/15/2010
In some areas depending on tax codes local governments actively encourage building of the highest price homes possible ( or even impossible) to increase local property tax revenues, partticulalry, since these homes on a dollar of tax money generated per dollar of tax funded public servcies consumed, are also more profitable than smaller homes.
10:54 PM on 09/15/2010
I wouldn't say "some areas". I would say "many" or "most" areas. They set minimum lot sizes and minimum setbacks. They forbid putting up any kind of multifamily housing, even two-flats. They set minimum square footages. They also forbid any kind of modular housing, (not trailers, but houses with prebuilt walls and floors like Sears used to sell in the WWI era). They also keep small businesses from building in the same areas, forcing you to have a car. Zoning practices have not only kept out "undesirable" building but have also encouraged "building monocultures".
05:44 PM on 09/15/2010
Housing should never have been used as a financial instrument. A home is nothing more than a place to live. Wall St. found a money making vehicle for itself, and the public saw $$$$$. Now that the Pyramid has come apart, Wall St walks away, gets bailed out, with no intent to salvage it. All that Stainless Steel, Granite, $10,000 refrigerators, and all the Kitchen Bling are up for Sale on the internet. You can cook just as well on a $300 stove as you can on a $5000 with big red knobs. But they still run the series Flip That House..........ONLY IN AMERICA
05:41 PM on 09/15/2010
Enough with using taxpayer and borrowed funds to help the rich, business, banks & Wall Street…

End high unemployment, the foreclosure blight and jump start the economy –
WITHOUT SPENDING TAXPAYER MONEY!

Want to put Americans to work, help Main Street and stop the Financial Crisis without borrowing from China? Want to accomplish this within three to six months?

Give all citizens (with incomes up to $250,000) the option to withdraw some/all of their retirement savings TAX FREE IF THEY PAY ALL CASH FOR A PRIMARY OR SECOND HOME OR RENT TO SOMEONE WHO LOST THEIR HOME!

Retirees and those near retirement have suffered significant losses to their savings thanks to Wall Street greed. Tax free withdrawals for home purchases would make up for some of these losses, put a bottom on home prices, reduce foreclosures, increase consumer confidence and spending, provide state and local governments with much needed real estate taxes, and provide construction, consumer product and other employment without costing the taxpayer a dime.

Putting America back to work NOW would more than make up for FUTURE taxes on retirement funds.
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rtx47
07:28 PM on 09/15/2010
A slow economy and high unemployment calls for bold new approaches. Some recommend a second massive stimulus package - spending money we do not have on some laudable goals. Clearly the detractors are concerned about the mounting federal debt.

Here is some out-of-the-box thinking, which at first glance may seem counter-productive. It does not involve federal spending and may even add to federal revenues. With courage to implement it, this proposal may solve many problems.

Legalizing the undocumented immigrants (who are already IN the American system), would permit these individuals to come out of the shadows. This will allow them, about twelve million, to BUY homes, cars, furniture, washing machines and dryers, refrigerators, seek healthcare and education, etc etc. and thus help and stimulate the over-all economy. The expanding economy will HELP ALL Americans.

Not to mention, the undocumented can start utilizing their full capacity and even start small businesses. And just like past and present legal immigrants, maximize their contribution to America.



Undoucmented workers have alredy proven their niche skills are needed. Now they need is the paper-work to spend the money they earn.

We complain that there is no consumer demand. Then, we don't want to bring the 12 million CONSUMERS / undocumented workers out of the shadow. Another example of wanting to "have our cake and eat it too." See the link below about immigrants and wealth.

http://www.huffingtonpost.com/rabah-ghezali/there-is-no-wealth-but-fr_b_703085.html#comments
07:54 PM on 09/15/2010
If we corrected our banking system, we would not incur any new debt. That's what needs to be solved and Stiglitz himself has pointed that out. Educate yourself about the REAL solutions to our economic problems.

American Monetary Institute-
http://www.monetary.org/
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rikster
buy the ticket-take the ride
05:24 PM on 09/15/2010
fixing the housing problem starts with campaign reform. it will never happen.