iPhone app iPad app Android phone app Android tablet app More

Featuring fresh takes and real-time analysis from HuffPost's signature lineup of contributors
Raymond J. Learsy

GET UPDATES FROM Raymond J. Learsy
 

The Volcker Rule and Wall Street's Pliant Media Plant

Posted: 02/15/2012 7:05 am

There he goes again. Wall Street is fighting tooth and nail to emasculate the Dodd-Frank Bill, focusing its artillery on the Volcker Rule, namely those sections calling for the elimination of proprietary trading by banking institutions. In case you may have forgotten, it was the unbridled proprietary trading bundled with sham housing instruments and derivatives and out right speculation that brought us to the near collapse of the financial system in 2008.

According to yesterday's The New York Times, Wall Street made its broadest assault yet against new regulation on Monday, taking aim at a rule that has come to define the battle over how to police banks in the aftermath of the financial crisis. And there, joining the fray was that forever pliant Wall Street apologist, New York Times columnist and CNBC talking head, Andrew Ross Sorkin, weighing in with a less than feeble endorsement of the Volcker Rule ("in the long term it makes a lot of sense") while impugning it in the length and breadth of his column.

To underscore the downside of adopting the Volcker Rule he cites that paragon of banking virtue and responsible husbanding of a banking charter, Jamie Dimon, Chairman of JPMorgan Chase. Dimon, the very epitome of the type of banker the Volcker rule is meant to protect us, the public, from. With Dimon at its helm, proprietary trading, and all it embodies with its casino mentality, has become perhaps the key aspirational profit center and motivator of his institution (please see "Is JPMorgan a Bank or a Government Funded Casino? 06.09.09).

Sorkin goes on to enlist comments of critics of the Volcker Rule, highlighting their argumentation that removing big banks from making their own bets will remove liquidity from the system, thereby driving up costs. He then brushes aside Volcker's defense "The restrictions on proprietary trading by commercial banks legislated by the Dodd Frank Act are not likely to have an effect on liquidity inconsistent with the public interest." Volcker's comments continue to say that there should not be a presumption that "ever more liquidity brings a public benefit."

Then Sorkin goes on to dismissively counter Volcker's position, "Yet Mr. Volcker doesn't offer any explanation for why it won't, except to argue that less liquidity might tamp down speculative trading."

One would think that Mr. Sorkin, with his extensive CV and daily exposure to the workings of the market needn't have had to dig very deeply to cite the extensive proprietary trading banks the likes of JPMorgan, Morgan Stanley, and Goldman Sachs have undertaken, speculating in a vast range of commodities such as crude oil, copper etc. and financial instruments.

In crude oil alone their proprietary trading has helped bring about ever higher gasoline and heating oil prices at the public's cost and to the banks' benefit. A feat achieved by chartering massive VLCC crude oil tankers (200,000 Dead weight Tons or more), filling them with millions of barrels of oil at a cost of hundreds of millions if not billions of dollars. Then keeping the tankers at sea for months at a time to speculate on the prospect of ever higher oil prices yet. In doing so, by taking oil off the market in the front months, they cause the spot price of oil to rise, and for all of us to pay more for petroleum based products such as gasoline, diesel fuel, heating oil, etc.

As "banks", they have access to the Fed Window and its diminutive interest rates. Money lent to banks as banks, with an implied responsibility to use those funds to assist the economy by lending to businesses and householders, perhaps even renegotiating mortgages, and generally being agents of economic growth. Certainly not taking money out of the system, to speculate on oil and other commodities while simultaneously having their speculative initiatives result in ever higher prices to be paid for by the consuming public. And why not, if their speculative positions blow up, there is the government and the ole boys club at the Treasury and the Fed to bail them out.

But then again this is not the first time, among other issues, that Mr. Sorkin has come to the defense of Wall Street interests in the guise of knowledgeable commentator. There was also the paean to Goldman Sachs(please see "One Crowd Still Loyal To Goldman Sachs" NYTimes 06.18.10).

To put the icing on the cake, Sorkin in yesterday's column, quotes Jamie Dimon, "Paul Volcker, by his own admission has said he doesn't understand capital markets. He has proven that to me." Spoken like a veritable croupier angered by a paying house guest who doesn't want to play at his gaming table.

 
 
 

Follow Raymond J. Learsy on Twitter: www.twitter.com/raymondLearsy

 
 
  • Comments
  • 81
  • Pending Comments
  • 0
  • View FAQ
Comments are closed for this entry
View All
Favorites
Recency  | 
Popularity
Page: 1 2 3 4  Next ›  Last »  (4 total)
batguano
As Long As Grass Grow, Wind Blow & The Sky Is Blue
05:06 PM on 02/16/2012
par•a•site/-parə-sīt - Noun:

1.An organism that lives in or on another organism (its host) and benefits by deriving nutrients at the host's expense.

2.derogatory. A person who habitually relies on or exploits others and gives nothing in return.


When banks and the greed-driven people who direct them pursue often obscene profits at public expense, even up to threatening the entire society with ruin; that is parasitism!

When government and the revolving-door players who come to government from the financial "industry", influence public policy to benefit their previous pals and employers, and then when that string has played-out return to the banks and other financial "institutions" to gain millions/billions from the policies and de-regulation they influenced/created as government (public) employees, that is parasitism.

The definition of parasite is entirely apropos to these people who feed/profit off the public body/society as at this point in time, directly causing very great harm to millions we are experiencing now.

Where is the medicine of accountability and strong regulation; the integrity/honesty of ostensibly public servants, to rid our society of these parasites or at least limit their ability to subvert or evade laws passed to protect the public from their greed and criminal scheming?

Re-instate Glass-Steagall!

OWS!
photo
HUFFPOST SUPER USER
ZeraLee
A Citizen's View from Main Street
09:31 AM on 02/16/2012
The financial sector has already proven beyond doubt that the rules they want are outright dangerous to the economy. If they cannot restrain themselves to work for the public good, then it may be time for a government bank that has an outright mandate to do so.

Maybe the threat of nationalization can keep them in line.
Genders
Love, Tolerance, Enlightenment
03:00 AM on 02/16/2012
And the Banksters who crashed the economy use OUR MONEY FROM THE FED TO DO IT!

The Banksters Robbed us of trillions. The federal Reserve has given them , at .004%, about 16 trillion more, plus 10T$ to foreign banksters. That becomes 260T$ with fractional reserve, that more than the value of the world businesses. Arrest the Banksters for the Fraud: SWAPS and CDO's. Federal reserve system.

Watch "the Money Masters"
http://www.themoneymasters.com/
http://webskeptic.wikidot.com/money-masters-transcripts-part-24
Bankster now literally own us.
http://en.wikipedia.org/wiki/File:Estimated_ownership_of_treasury_securities_by_year.gif

Phase out fractional reserve while issuing greenbacks. That creates a debt free monetary system

“The Government should create, issue, and circulate all the currency and credits needed to satisfy the spending power of the Government and the buying power of consumers. By the adoption of these principles, the taxpayers will be saved immense sums of interest. Money will cease to be master and become the servant of humanity.” Abraham Lincoln

Kucinich http://www.monetary.org/wp-content/uploads/2011/10/HR-2990.pdf Greenbacks!
http://www.change.org/petitions/support-hr-2990-the-national-emergency-employment-defense-act-of-2011

The Ratio of Finance and insurance versus private industry went from 5%/40% in 1980, to 44%/5% today.
HUFFPOST SUPER USER
jstrate
11:15 PM on 02/15/2012
I suppose that the people at Goldman-Sachs, Citibank, Wells Fargo, Bank of America, and other financial institutions regard the regulatory process as an expensive nuisance. There are all the costs of lawyers/lobbyists. Then there are the costs of campaign contributions to members of Congress who may or may not be helpful and intervene on their behalf. I suppose they look upon it as a cost of doing business, but likely feel that the money would be better spent paying the tab at expensive restaurants or paying for higher bonuses.
09:24 PM on 02/15/2012
No suprise here folks...of course the mainstream print and broadcast media "journalists" are going to shill for their corporate masters. You will only hear the hard questions asked by the few independents who haven't been bought off by Wall St., and this infrequently because they naturally don't get the access that their softball - lobbing, boot - licking mainstream counterparts do.
Zip Zinzel
If a Nation expects to be both Ignorant & Free . .
07:23 PM on 02/15/2012
THE BIGGEST TAKEAWAY HERE, and probably for the last month
"In crude oil alone their proprietary trading has helped bring about ever higher gasoline and heating oil prices at the public's cost and to the banks' benefit. A feat achieved by chartering massive VLCC crude oil tankers (200,000 Dead weight Tons or more), filling them with millions of barrels of oil at a cost of hundreds of millions if not billions of dollars. Then keeping the tankers at sea for months at a time to speculate on the prospect of ever higher oil prices yet. In doing so, by taking oil off the market in the front months, they cause the spot price of oil to rise, and for all of us to pay more for petroleum based products such as gasoline, diesel fuel, heating oil, etc.

WE NEED TO MAKE THIS PART OF A PLANK OF THE DEMOCRATIC CONTRACT WITH AMERICA
1) Shut Down all these Futures Speculators in all these commodities, where they are neither a producer, or consumer.
THE RESULT IS ALWAYS THE SAME, they want to use their INSIDER position to rig / game the system; so that they can make an almost guaranteed profit, at everybody else's expense. This is similar to what the Enron-Energy-Traders did back in 2000-2001 when they created artificial shortages to jack up California'a electricity bills by 300%.
photo
HUFFPOST SUPER USER
wildbill654
information/misinformation age?
06:36 PM on 02/15/2012
You are on the money - I prefer "voodoo" finance. Dodd-Frank is a piece of "penitance" legislation butit does apply one of Adam Smith's cadre's that large enterprise needs regulation. They want Ayn Rand's version of "lassiz faire" and this approach (crap) was tried before back in the 1880's. With it we had the long forgotten depression from 1893 to 1910. During this time, as is now, the general population suffered and the rich went right on as nothing had happened. The similarities are great, the govenment ran out of gold in 1894 and had to borrow from the banks, and today we borrow from China.
In 1973 we had an oil "shortage". People waited for hours in line to receive 5 gal of gas. The economy went into recession and all the while tankers sat off Cape May in Del. Bay, all low in the water with full holds. This is big business in action. Screw the public and the country in the name of profits - mostly for the executives. Wall St. can bitch and moan about how much this constrains business but they are also faced with an obvious contrary. Clinton raised taxes - on near everything and the economy flourished. The rich got richer - because they had to actually work at it, but thy did anyway. The argument is giving them a "tax holiday free ride" is ludicrous as they too become lax, and along with their normal callous and greedy nature - things just
06:24 PM on 02/15/2012
It must be really depressing living in a society where so many people are openly bougth and paid for by the big end of town and proud of it.
05:21 PM on 02/15/2012
Sir, One can easily use Mr. Kay's basketball analogy to explain how the markets really function and why the Volcker rule is absolutely necessary. If Mr. Wilt Chamberlain actually functioned like a banker, he would be accepting donations from fans to watch him play, knowing they have the best player/banker in the game some fans would also be betting on the game (the investor). While this was going on Mr Chamberlain would in fact be betting against his own team, throwing the game and taking money from both the fans and the bookies.

When the now loosing team now can't fill the arena (make money) it threatens to leave the city unless it receives special tax treatment and a new stadium. (the socialization of banker losses/ moral hazard). The fans have now had to pay four times for a crooked player: paying Mr. Chamberlain directly, paying for the lost bets, paying for a new arena and making up for lost tax revenue. Mr. Chamberlain is much more wealthy than before!!!!

Athletes aren't allowed to bet on their own teams. They could throw the game and the integrity of the sport would be compromised. All the Volker rule really is is a rule preventing athletes from betting and fixing the game. I do not understand why the morals and correct thing to do is sports is so clear and unquestioned, but when it comes to bankers they are allowed special privileges that wouldn't be allowed under any other system.
photo
HUFFPOST SUPER USER
Izzy66
Agree to Disagree
04:59 PM on 02/15/2012
The GOP prefers to regulate Women's Bodies over Wall Street Banks. They Believe JOB Creation begins in the womb.
04:37 PM on 02/15/2012
You are exactly right. Unfortunately, the mainstream media part of the corrupt status quo. The insiders who are benefiting from the rigged game make sure to keep it in their favor. Sadly, most people are either sucked in to the rhetoric or too busy focussed on their daily lives to push for wholesale change. There are numerous efforts to fix the broken political and economic system (e.g. getmoneyout.com) but very few people really engage with these efforts. I don't know why the majority ofd the electorate won't embrace fundamental changes but I do know we are inevitably heading for a worse crisis if we don't deal with it.
This user has chosen to opt out of the Badges program
mrclark
I search for the America I believed in as a boy.
04:22 PM on 02/15/2012
I have thought the Banks were using the FED window to borrow to drive up the cost of oil since 2008. At one time you could see how many tankers were offshore, but today you can no longer do that. I haven't been able to verify it but I have heard that Goldman Sachs is one of the largest oil purchasers on the common market at this time. If you look at Lloyd Blankfein he came from a commodities firm to Goldman Sachs and he is one of the driving forces of their move into commodities. The largest banks need removed from the FED window, but it won't happen as long as we allow the FED to control our money. They have finally gotten access to gamble with government money and to take the profit without the risk. It will continue until our economy is destroyed or until we take the money out of politics; in my opinion there can be no in between.
04:02 PM on 02/15/2012
This is a really great cap to yesterday's NYT article on the Volcker Rule, buried in the Dodd-Frank Bill. While I learned something very eye-opening in this HuffPo article about how to manipulate the oil market, I am still perplexed that anyone would continue to support Dodd-Frank at all, under any circumstances. It's full of loopholes, and can bring about another crash circa 2008.

We want Glass-Steagal back!
photo
HUFFPOST SUPER USER
olerealist
retired trial attorney; former member of VA abd Wa
03:46 PM on 02/17/2012
DODD-FRANK may be insufficient but its a good foundation on which to build.

The first Amendment I would propose would be to insert the Glass Steagall Act (repealed during the era of the infamous Phil Gramm) into Dodd-Frank.

It is bad enough that these banks can borrow from the Fed at nearly zero interest rates but it adds insult to injury that banks can use those borrowed funds along with our deposits to make casino and horse race bets driving up the cost of oil and other commodities at their whim..

Meanwhile be thankful that we have the benefit of the Volcker rule so that banks are not running up the risks by betting their own capital reserves on the riskiest of ventures. The FDIC needs to be much more agressive in the enforcemnt of Volcker.

It seems so elementary that benks need these two regulations that I am amazed that some journalists out there think we are still dumb enough to be bamboozled.
HUFFPOST SUPER USER
jstrate
03:47 PM on 02/15/2012
Their children must have enjoyed good bedtime stories. They seem able to spin all kinds of fantastic yarns and expect that people will actually believe them. Most of us are adults now, however, and have given up our belief in the tooth fairy.
05:45 PM on 02/15/2012
...and self-regulating markets.
03:40 PM on 02/15/2012
Commodity trading is just another name for "gambling''. Taking physical possession of those trades would reduce the number of betters on the commodity exchange. Maybe it is time to tell the oil industry that if they take recover petroleum through a government lease on public land, then 25% of that oil is now owned FREE by the Federal Government. After all, the land from which this oil is extracted is owned by every American and we should all share in that bounty. We all know why the Republicans want an unfettered regulation system and we saw what happened during the "Bush Reign of Ruin" and frankly our country can't afford that any longer. Capitalism unregulated is license to steal!