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Kathleen Reardon

Kathleen Reardon

Posted: April 26, 2010 05:02 PM

Whose Moral Hazard Is It Now?

What's Your Reaction:

A moral hazard occurs when a party insulated from risk may behave differently than it would behave if it were fully exposed to the risk. Looked at from another angle, moral hazard exists when an individual or institution will not take on the responsibilities of its actions thereby leaving another less informed or innocent party to deal with the damage.

Despite the recent shot across the bow of Goldman Sachs, you have to wonder how far the Obama administration and leading Democrats are willing to take this.

According to "The Big Short" author Michael Lewis and New York Times columnist Thomas Friedman on Sunday's Face The Nation, the answer appears to be: not far enough.

Here's Friedman:

The incentives are for both parties to milk Wall Street for massive campaign contributions. Therefore, they're on this knife edge between the interests of the voters - which is to regulate, bring transparency and some kind of limits to the banking system - and their own party interests, which are to milk this industry for all they can.

Agree or not with Friedman's metaphor, Goldman Sachs and JPMorgan Chase each posted first quarter profits of $3.3 billion and Citigroup announced profits of $4.4 billion.

According to Michael Lewis, that doesn't bode well for a healthy economy. Asked if things have changed for the better, Lewis replied:

Oh, God, no, nothing has changed. In fact, almost built into the bailout was the assumption that nothing would change for a while. We've been in the system for 18 months now where essentially the government is gifting the banks out of their problem. The last thing it wanted to do is to attack these firms' revenues with financial reform, [as] financial reform, if done well, will reduce the profitability of these enterprises.

So what should leaders of change do when their party members are faced with the prospect of losing their seats in November? What choice should the Obama Administration be making when they know the Supreme Court has gifted corporations with the option to spend at will on political ads?

What if instead of taking small pot shots at behemoths of Wall Street the Obama Administration went for true reform? Would voters notice and reward it? Would we citizens and taxpayers -- who could well find ourselves once again bailing out banks -- vote in another Democratic majority if they were actually to do the right thing?

If the Democratic Party leadership bets the nation wouldn't have their back, does that somehow make the right thing in financial reform the wrong thing? Wrong, that is, in the societal risk that would ensue from Republican control of two-thirds of the federal branches.

Is it okay to wave a finger of indignation through the front window at the too-big-to-fail bankers collecting their huge bonuses -- but later swing by the back door to take that tainted money for political campaigns? Isn't there a clear right answer here?

Answering this question may prove the Obama administration's moral hazard as ultimately they will be praised or blamed. And the way things are going, if we're to believe Lewis, Friedman and our own eyes, we will pay for the wrong choices for generations to come.

Dr. Reardon also blogs at bardscove.

 
 
 
 
 
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HUFFPOST SUPER USER
jcaunter
Profile: schizoid, INTJ, IQ145
06:04 AM on 04/27/2010
The short answer is: Obama does things solely for political gain. If he perceives that having Goldman Sachs' money and the support of voters at the same time is possible, then he will attempt to balance on that knife edge... which is exactly what he is managing to do now, judging from the number of "liberal" and "progressive" sheep who still show up to praise and defend Obama around these parts despite his deep, proven relationship with Wall Street, and Goldman Sachs in particular.

Those sheep would do well to stop following Obama blindly and start exerting pressure on him for being too chummy with the "savvy" Wall Street crooks. That's because only so many people are willing to drink the Kool-Aid, but the rest of us want RESULTS in exchange for our vote/support. And if Obama doesn't start producing those results for us soon, results that absolutely do not involve balancing on a knife edge, we won't feel too bad when Republicans take over everything again, because there will be no difference between Obama and Republicans.
11:25 AM on 04/27/2010
Hell, the only difference between Obama and repubs now is that he doesn't confer with jesus before making decisions.
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03:17 AM on 04/27/2010
Hey Kathleen. Great post. Now I have a question.
Is there such a thing as moral hazard in a fascist government?
America once had a President who inspired us to fight Fascism.
Starting with Reagan America has had presidents who
embraced or closed their eyes to Fascism.
Under George Bush the United States became the leading
fascist state on the planet. Where are we now?
I say we are still the leading fascist state.
Just look at healthcare reform and now Wall Street reform
and there is no question that moral hazard is being suppressed.
11:06 PM on 04/26/2010
The best economies are generally the most transparent ones. When everything is above board and everyone has to "play by the rules" it invites honest competition. At one time this was a description of how business was at least supposed to be carried out in the United States. One of the legacies of the Bush administration is that the good ol U S of A no longer even rates among the top 10% of least corrupt countries to do business, in the world, (according to the latest Transparency International Index). We fell to 19th place (just ahead of Barbados). Corruption is anti business in the long run, but no one in the US cares about the long run anymore, just next quarters profits. Without corporate profits, Congress doesn't get THEIR bonus, their billions in campaign contributions. The soft money that has made life "hard" for the rest of us.
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10:41 PM on 04/26/2010
Yes, the details of regulating banks and other investment businesses are the job of Congress. But the banks' problems (or in the current case, their profits) are of secondary concern. Congress' job is the economy, stupid. We have an economy of extreme, extreme dislocation. GOP management has created the classic proletariat--with as much deliberate intent as ever did the pre-revolution Russian oligarchy.

If we do not put Americans to work at decent wages, our cities will become even a greater battleground than drug prohibition has made them today. I do not know what changes in bank regulation will put Americans to work. I do not hear anyone talking in those terms. Yet I feel certain that ought to be the guiding principle for all decisions. How is it that we have enormous profits and no work? It is only a matter of time before people with nothing to lose begin to take what they need. Just open your eyes and look around. It is time for radical economic changes.
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Kathleen Reardon
10:53 PM on 04/26/2010
January: We should have learned by now that giving even more money to those who are already extraordinarily wealthy does not, as a rule, create jobs.
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10:55 PM on 04/26/2010
Correction to "I do not hear anyone talking in those terms." Read Arianna Huffington's editorial today titled, "Why Wall Street's Gain Has Been America's Loss." The message is clear.
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NABNYC
09:57 PM on 04/26/2010
Both parties should be disqualified from any investigation or decision to pursue charges against Wall Street, including Goldman, because politicians from both sides take money from Wall Street. You cannot investigate somebody if you're taking money from them. If not an actual conflict (the politicians say they won't be influenced) it is the appearance of conflict. Everybody thinks Wall Street has bought immunity by the large amounts of money they pay to politicians.

I'm not going to step up and replace Goldman's contributions. I would suggest the federal government appoint independent prosecutors to enforce the law. They are obligated to do so. Can you imagine a local sheriff who won't arrest a guy who robbed the bank because the guy's mom is the mayor? This is the same thing: corruption.

When enough people perceive our government as completely corrupt, with rich people getting everything they want, politicians taking bribes, and everybody lying to the citizens, then nobody will obey the laws. The basis for a civil society is an agreement and understanding that we will all act according to the law. When our leaders don't, soon nobody will. Then we will simply have anarchy.
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Kathleen Reardon
10:02 PM on 04/26/2010
It's a slippery slope indeed.
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porsche996
an inelastic scattering of photons
07:41 PM on 04/26/2010
Thank you Kathleen for this cogent post. You probably think that Fraud is a bad thing? Unfortunately the Federal Reserve does not agree.
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Kathleen Reardon
10:04 PM on 04/26/2010
That's a scary thought but you sure have a point. Thanks.
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lgillooly
05:54 PM on 04/26/2010
If the President meant what he said about governing like a 1 term President he will insist on the strongest bill. It might ruin him politically,but I do not think so. I think he will be rewarded by the voters IF the truth can get through to Americans. That is a big if, because 90 percent of media is corporate right wing and they have a huge microphone. They have successfully manipulated and misinformed millions to consistently vote against their own interests. Like turkeys voting for Thanksgiving. Until this monopoly of propaganda, misinformation and inciting hate and distrust towards him is dealt with any reform or progress will be very difficult.
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Kathleen Reardon
10:10 PM on 04/26/2010
I think that's a good part of what they fear -- getting the truth out. Your comment is so perceptive. And it raises the question: Can they get through to the voters without all the money it takes to repeatedly convey a message? In Marty Kaplan's blog posted now he describes how people hate ads. They avoid them any way they can. Let's hope that becomes even more the case during elections. Why even listen to ads bought and paid for by people we clearly can't trust? Yet apparently enough of us still do. And so politicians fear doing what's right.
11:30 AM on 04/27/2010
"Like turkeys voting for Thanksgiving"

Brilliant! Can I use that?