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The Road From Ruin: Wake Up, You Can Fix This Financial Mess

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President Obama hit the nail on the head when he called the economic crisis "a great opportunity," yet so far it is one that America is wasting. Eighteen months ago, Lehman Brothers went bust and trillions of dollars of taxpayers' money was used to save the banking system. It seemed obvious then that a massive overhaul of the economy and the capitalist system that drove it was needed to get us out of the worst mess since the 1930s. We wrote The Road From Ruin because we had long believed that although capitalism was the best tool we had to build a prosperous world, it had serious flaws -- and we wanted to be part of the debate about how not just to rebuild the system but to build it back better. Today, we are shocked by how little real debate there has been, and even less real change.

True, the President pledged support for the Volcker Plan to separate everyday banking from risky investment banking -- although we doubt that alone would prevent another financial collapse, and anyway it is not likely to be passed by this bipartisan, infighting Congress. Obama called for innovation and that's what it will take to fix this broken system, so where are the big new ideas about building a financial sector that can support real job and wealth creation rather than the phantom growth, inflated stock prices and real estate bubbles of the last decade? Even after a systemic meltdown of the financial system, we still have the Fed, the Treasury, the SEC and the CFTC all supposedly watching over the system, but none of them really seeing the full picture or feeling fully responsible. We need regulation that is both more muscular and smarter than the feeble oversight of the past 25 years. Where is the political courage to take on the vested interests in Congress (i.e., campaign dollars) that preserve this fragmented mess?

This lack of leadership extends to global issues, since the out-of-date rules of international finance helped to pump air into the bubble that burst in September 2008. We got into this mess because America couldn't stop borrowing and China wouldn't stop lending and, as a result, we have all lost out. There were some fine words about sticking together and reforming the International Monetary Fund at the first meeting of the G20 in April of last year, but since then nothing. The global economy is being run by institutions created back in 1944 at the Bretton Woods conference when America was the world's lender. Now it is the biggest debtor. Does anyone really think that this system can carry on as it is?

As for Wall Street's bankers, they are too busy wallowing in their bonuses to realize that there is no going back to 2006 and business as usual -- that simplistic idea that setting financial markets free would make society better off will no longer wash. The little progress we have made in cleaning up the toxic assets on the balance sheets of the banks is still way ahead of where we have got to in dealing with the toxic ideas that got us into this mess. Most economists seem to think there are only two possibilities -- big government or unregulated free market. It's time to come up with new ways to look at how an economy can function.

Change will happen only if we, the people, demand it -- from our politicians, our economists, our financial institutions and our businesses. The future of our economy is simply too important a question to leave to Washington or Wall Street. Main Street America has to take the lead in getting our economy in shape for the next fifty years.

One of the big ideas in The Road from Ruin is the need to create "popular capitalism" if we are going to build back our economic system stronger than it was before - popular in the sense that all of us must be active in making it work. So we were delighted when The Huffington Post took the lead by championing local banking -- if we don't want our savings gambled in the gazillion-dollar global capital-market casino then it is up to us to "move our money" to the banks that will invest it back in our communities.

The next step is to demand a better deal from the pension funds and mutual funds that are supposedly working to ensure we have a decent income to retire on. But instead of investing for the long-term -- in the way that Warren Buffett does, with great success for those who trust him with their money -- too often they acted like short-term speculators, chasing every rising share price and giving bonuses to their staff for beating the market over a year, rather than for delivering their customers a good pension over 20 or 30 years. It was they who invested our money in all those failed banks, and did nothing to stop pay and bonuses getting out of control on the back of insanely risky strategies. We should be demanding that legislators rewrite the rules to give shareholders real power to stop executives doing whatever they like when it comes to their own salaries and their risky investments, and to vote them out when they do a lousy job.

This crisis is a wake up call to all of us that we need to do better in our economic decision making. We could all have been smarter about money. We're not just talking about the poor people who signed up to unaffordable mortgages. Cheered on by a too-often unquestioning media, we all enjoyed the bubble while it lasted and failed to ask some pretty basic questions
about why we were getting so much richer without really working any harder.

Our politicians and business leaders seem to think they can ignore this wake up call, so it is going to be up to the rest of us to demand real, far-reaching change, now -- and, where we can, through what we do with our own money, to make the change happen ourselves. In our next blog post we will launch our Road From Ruin action plan for every citizen to take back
control of our economic system. This economic catastrophe has proven that there are fundamental flaws in the way we do capitalism. Yet all of these flaws can be fixed. Let's get to work.

 
 
 
President Obama hit the nail on the head when he called the economic crisis "a great opportunity," yet so far it is one that America is wasting. Eighteen months ago, Lehman Brothers went bust and tril...
President Obama hit the nail on the head when he called the economic crisis "a great opportunity," yet so far it is one that America is wasting. Eighteen months ago, Lehman Brothers went bust and tril...
 
 
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10:24 PM on 03/14/2010
President Obama is not interested in a 'sound banking system' that supprts jobs.

Tim Geithner and Larry Summers constantly defend worthless derivatives and credit-default swaps by calling them 'innovative financial products' like Hank Paulson said.

Geithner was also asked bluntly in Congress - "....will a derivative or credit-default swap today be bailed out tomorrow?" Geithner's reponse - "...I will not be irresponsible and answer that".

So these guys are not serious and there's no reason hoping that anything will get better because our government right now works for Goldman Sachs and JP Morgan - PERIOD.

The Volcker rule was a compromise, for they dare not go back to the original Glass-Steagall act of completely separting commercial banking from speculative gambling casinos like Goldman Sachs.

They want those casinos to keep tapping taxpayer guaranteed funds at 0.0% so they can fund trades of yet more worthless derivatives and credit-default swaps and when they lose they dump the losses on the taxpayer and get bailed out every time.

We have to admit that the Obama administration does not want 'change' but the status quo.
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TJCole
06:57 PM on 03/14/2010
We need to put these major corrupted Banks in a Conservatorship as Stiglitz calls it...

I call it Nationalize them for a period of say 1-3 years, 5 tops and reform them top to bottom...then reprivatize them...
01:02 PM on 03/14/2010
Congress and their corporate sycophants don't want to fix this mess when their pockets are being lined with dollars stolen from the populace. They and their friends in corporate media obfuscate the issue while jobs keep on going overseas for cheap labor. And the wealthy get wealthier and the middle class goes into poverty and the poor die off.
11:14 AM on 03/14/2010
Dear Overtone:
Interesting. It's been about thirty years since I followed compensation philosophy, seriously, but I recall a serious discussion taking place in the late seventies-early eighties about how we were going to have to redefined how and why we worked. How we might have to reconsider who we really are and not just revert to defining ourselves by what we do for a living. I recall that the question was asked,
" what happens if there are way to many people, one day, over and above the number of real jobs that have to be filled?" Thanks for reminding us all of a serious discussion that needs to take place before we enter into another kind of economy.
09:11 AM on 03/14/2010
The problem with the Robber Barons on Wall Street is they think everything is great because the hole in the boat is on the other end. If the ship goes down, they go down. All of their billons won't stop the villagers from burning the castle.
01:57 PM on 03/13/2010
First, I will not buy this book. I might read it if I find it in my library.

Second, I already know why the US is screwed up.

Third, if you don't know why the US is screwed up you should go to your library and learn something by reading books about economics, personal finance, financial accounting and investment management.

You should stop gambling in casinos, gambling ( some call it speculating ) in the stock market and buying junk made in China. Invest in good companies that pay dividends.

Finally, if your three members of Congress do not know why the US is screwed up ( or are doing nothing to fix things ) vote them out of office...and keep doing it until they fix things.

And do not make the same mistake twice!
12:54 PM on 03/14/2010
JXJason, you make a good point about the book and that many of us reading HuffPo and other sites and magazine articles and books have educated ourselves on why we got to this place in economic history, who put us here, what we should do to correct the direction so the nation becomes a sustainable place to live and grow, and finally, the reasons why we are sinking.

No doubt, this book is not for us, necessarily, but for the tens of millions of people who are either clueless and want to know more, or for those who are on the fence that Glenn Beck and others like him have erected, but want to jump off and figure things out for themselves using more reasonable resources.

http://eye-on-washington.blogspot.com
12:35 PM on 03/13/2010
To reflect on "HamletsMill" earlier. The quote was made in 1911. Hmmmm, very curious as the biggest problem in our economic system was created in 1913. It is known as the Federal Reserve. A truly sinister organization of THIEVES who profit no matter what happens. When things are good they just profit and when things go bad they still profit by STEALING the taxpayers money. It's been going on in the US for a hundred years and for thousands of years under a different name. And who is behind it all? The Central Banks of Western Europe. Until we rid ourselves of this scourge, we are all doomed to repeat history again and again.
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WASanford
I think, therefore I am mad as hell!
01:47 PM on 03/12/2010
Look, come with me. Here let's step out of this box for a minute. let's take a heap of this moral hazard here, take a big breath and leap. What I'm about to say depends on the veracity of the information I've taken from the internet, always a risky proposition, and my fuzzy math skills.

But here goes; there are around 44.4 million activate mortgages in America, they average $136K. Multiplying these numbers leads to about $604 billion. That's less than the TARP funds! We could have paid off every mortgage in America with the money we loaned to the big banks! That money would have made its way into the banks almost immediately and migrated to the top almost as fast. It would have totally solved the housing bubble problem that we're mired in even now. This was the real opportunity for the Bush administration to create a real "ownership society."

Renters might complain that it isn't fair to pay off all those mortgages with their tax money, but wouldn't they rather have retained their jobs? That action would have left money in the lower and middle classes in this country where business begins. We'd have a much stronger economy for that.

OK, that's it. You can go back into your box now.
09:14 PM on 03/12/2010
44,400,000 x 136,000 = 6,038,400,000,000.

That is 6.038 Trillion dollars.

You might want to rethink your argument based on correct math.
10:47 PM on 03/12/2010
Still less then we gave to the big banks.
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WASanford
I think, therefore I am mad as hell!
02:36 PM on 03/13/2010
you've caught me, that's what I get for doing this in my head. A billion is a thousand millions so the math becomes easy. It becomes just 444 X 14 (rounding up) Even then I was wrong, It's 6,216 billion or 6 trillion and 216 billion. Next time I'll use my calculator.
Thank you for the correction.
12:47 PM on 03/12/2010
why does every solution posted here begin with pitting those without money against those who are financially well off? then by some perverted logic, the general consensus is that we need more regulation to fix the system and revive economic growth. seriously? how about we as americans leave the pity party and actually make something we can sell? when we were much younger, many of us started with lemonade stands and bake sales to get the things we wanted...

am i the only poor person that cheers for rich people because they actually made something of themselves? they work harder, invest smarter, and have better ideas. when you regulate, you eliminate 'survival of the fittest', cripple innovation, and promote mediocrity.
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06:11 PM on 03/12/2010
Survival of the fittest?

There's another word for social darwinism.

Evil.

Pretty much everything you said is the product not of observation of people, human nature, social systems of any kind, or the "real world," in general, but of cultural mythology.

Cultural mythology perpetuated specifically by the rich.

But hey, deregulation got us this far, right?.

Let's just keep riding this horse straight into the ground.
10:48 PM on 03/12/2010
"why does every solution posted here begin with pitting those without money against those who are financially well off?"

That's the sad state of some blogs at times - always an "us vs. them" mentality.

"how about we as Americans leave the pity party and actually make something we can sell?"

I'm with you there, although we may not be as successful in making things to sell because our labor costs and corporate taxes tend to price us out of the market.

"am i the only poor person that cheers for rich people because they actually made something of themselves?"

That is a very commendable attitude - seriously. Don't let anyone try to change your mind.

"they work harder, invest smarter, and have better ideas."

For the most part I agree. But there are enough out there who have "gamed" the system to the point where many of us have gotten the shaft and have to pay for their mistakes through taxpayer bailouts. The "gamers" are politicians, business executives at some of the largest corporations and special interest groups. They run the gamut on ideology from the far left to the far right, but their common thread is "what's in it for me".

"when you regulate, you eliminate 'survival of the fittest', cripple innovation, and promote mediocrity."

I'll agree that when you over-regulate that happens. Today total market freedom might be chaos. But you essentially have it right.
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Artos
Down with Tyrants
10:44 AM on 03/12/2010
I like it, this is great, another great article by someone in the know who having been in the financial circles and world for all these many years has finally had his eyes opened. Amazing that it took this long to see this as a necessity. This is precisely why I have no confidence that anything concrete will be done. Here is a guy who supposedly is in the know knowledge wise about the Capitalist system and so he writes a book now. Where has he been for the last 10 years or 20 for that matter. For all his supposed know how he was never encouraged to do anything about it before, Why? Why now? Could it be because he realizes the extreme danger we are in. Could it also be that he is heavily invested in the very system that he is cringing about right now. So he wants something done and he hopes someone out there has the ability to see it happen. Got news for him, it's never going to happen. Wall Street is even as we speak surging ahead, with false or as he put it Phantom growth. They have a vested interest in making it look as though the economy is on an upswing, profit, and they will attempt to lure as many idiots as possible into their trap in order to maximize their profit should things fall apart or rather when they do.
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10:38 AM on 03/12/2010
Donald Trump, appearing on the Morning Joe Show this morning, made some very cogent statements, however, understandably, he refrained from pinning the blame for our disastrous economic decline where it belongs. He said that China is victimizing the US by taking advantage of our free-trade policies and that we needed to establish tariffs on their goods if we want to revive our productive economy. He also said that the oil producing countries are destroying our productive capacity by stripping away our economic gains with continuous oil price increases.

The remedies according to Trump: a 50% tariff on foreign goods entering the US, mandatory solar on new housing construction and more nuclear power. This would get the job done, so why hasn’t it been done? Even the Donald, is fearful of specifically identifying the culprits who are selling out the people of the US. Trump says that the Chinese and OPEC must think that we have the dumbest political leaders in the world. On that I disagree; unfortunately, the truth is that the country is being savaged by a subversive corporate class and a corrupted political class.
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Michael Green
02:51 PM on 03/12/2010
Trump is right that the economic crisis has its roots in global economic problems but his proposals on trade are simply misguided.
Slapping a 50% tariff on imports will hit every American household, who will find that their dollars buy a lot less (we buy things from China that they make more cheaply than we do). Add to that the impact of shrinking export markets as the world slides into a trade war and it starts to look like a nightmare scenario.
This is what happened in the 1930s, when the Smoot-Hawley Act lengthened and deepened the Great Depression. Could we really make the same catastrophic blunder today?
Something does need to change. But that has to be fundamental reform of the global monetary system - a Bretton Woods 2.0 - not unilateral protectionism that would surely be the road to ruin.
03:07 PM on 03/12/2010
On the other hand, it does Americans no good to have a 30% import tax into other countries when those countries pay 2% or zero importing stuff into our country. It isn't the tariff but the inequity in imports and exports. If there were really free trade, or any balance of power anywhere, we might have a chance. But there isn't. So we don't.

To the degree I understand it, which is not much, reform of global monetary system might be what I mean in part.
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03:42 PM on 03/12/2010
Unfortunately, your comment loses credibility because you failed to address the last sentence contained in my post. To that sentence I now add the following: who continue to benefit while the American middle class continues its decline towards third world status.
guilatty
Something has got to make sense eventually
09:48 AM on 03/12/2010
Government regulation of the banking industry makes perfect sense. It enhances competition the same way having a set of rules enhances competition in a game of baseball. If the Yankees (because they have more money) get 5 outs per inning and the Rays (because they have less money) only get 2 how is there "competition"? That kind of competition is what got a lot of Christians eaten by lions in the Coliseum. Even Major League Baseball has a rules committee that meets every year to implement new rules and review old ones. Our banking system doesn't. Even the most ardent capitalist understands there must be a set of rules that prevent excesses--those rules benefit everyone. Without any rules why can I not just get some friends and go up to some wealthy hedge fund manager's house and take his money? There are rules to protect him from me ---why not rules to protect me from him? It is all a matter of degree and the Nation is an appropriate player in the game --let's call it the umpire.
08:12 AM on 03/12/2010
People do demand change, but Congress is in the pockets of American Corporations with total disregard for the American People.
Congress should be scared to death. If their is another economic collapse because of their inaction then all hell will break loose.
lastpost
see biography
08:06 AM on 03/12/2010
“where are the big new ideas about building a financial sector”
Hidden behind the lack of answers to simple questions, maybe?
Q: Where exactly does the “profit” “created” by share dealing come from?
A1: it droppeth as the gentle rain from heaven upon the group beneath. Twice blessed, though transaction commissions and yearly bonuses.
A2: From someone else’s losses?

“This lack of leadership”
Q: How is it possible to lead, without knowledge of where you are attempting to get to?

“Change will happen only if we, the people, demand it”
and, we operate as a democracy?

“banks that will invest it back in our communities”
To ensure the creation and continuity of our essential requirements?

“delivering their customers a good pension over 20 or 30 years”
Governments need to find funds to function. Citizens need a safe option for their savings. Why encourage banks to feather-bed-down in between the two?

“ask some pretty basic questions”
God, I wish I’d thought of that.

“Let's get to work.”
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Elijah A Alexander Jr
Elijah NatureBoy
07:21 AM on 03/12/2010
I am not a capitalist nor investor, I am a naturalist who saw how well the tribal nations thrived without capital. If we want to fix the system, that is the means. Money dependency feeds into greed and greed into corruption. Any financial correcting of the system will fall back into greed because of "the illusion of class" it establishes. Furthermore, it is class which leads to war, the biggest single money earning event known to man. Stop Capitalism and we stop war.

It needs only a "magnetic striped" Social Security Card like "Debit Cards" to show the person is working, doubling as their means of purchasing and photo ID (it could carry a thumb as another ID security). Everything they need would be obtainable only by running it through the scanner causing the consuming to keep the population working. Another such card could be designed for international travelers coming into the US and United Statesman visiting aboard, if needed. Anyone not willing to live by social standards would have to live outside of the nation.

That is the prelude to the Mark of the Beast, which does not happen until the USA is destroyed. All WE THE PEOPLE have to do is say we want a united nation of a single class of man and peace. The means is for WE THE PEOPLE to vote for the abolition of the present Capitalistic-Military -Regime.
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Artos
Down with Tyrants
10:51 AM on 03/12/2010
Class, class is nothing more than the same attributes that animals have, a desire for hierarchy, which in turn is a survival tool that animals use in order to keep their line successful. You wouldn't think that Humans who are so used to setting ourselves above the animal world in terms of sophistication and intellect, would still be so saturated with such a base need. Unfortunately some of the most wealthy people in the world are wealthy due to the lack of a healthy ego. IF they were comfortable within their own heads and bodies surely they wouldn't need to prove themselves to others by amassing wealth in order to gain recognition.
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Elijah A Alexander Jr
Elijah NatureBoy
07:58 PM on 03/12/2010
I totally agree. Our problem is we allow others to teach us things against our hearts. If we only accept basic teachings from other man, rather than setting them up as an authority, we would hear what our own hearts say is best for us. There would be no good/evil, love/hate, pretty/ugly nor even god/devil, we would each determine what it is we need and satisfy ourselves rather than hurting ourselves to please our parents, religions, school teachers and nations.

That last statement is the real cause for all world conflict, we go against ourselves to please others while hurting inside. That inner hurt, due to compromising what we feel for our authority, causes one to strike out to inflict hurt on others.

If we became self conscious, i.e., pay attention to our own senses and correctly interpret their messages, we would not even want most of the things man make to sell, they hurt us more that than they help. That way, class would be eliminated, but since it's in place already, my suggestion above will correct it.