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Richard (RJ) Eskow

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A Fair Mortgage Plan Will Turn the Economy Around, Create Millions Of Jobs... And Shrink the Federal Deficit

Posted: 08/31/11 07:22 PM ET

Remember The Music Man? That's the musical where a con man tricks an entire town's parents into buying musical instruments they don't need by promising to teach music to their kids. Then he skips town. Only when he makes good on his promises is he's forgiven by the town and rewarded with true love.

If today's America was that town. they'd have written the Music Man a fat check and promised not to prosecute him. They'd even let him complain to the local newspaper about being called a "con man," the way JPMorgan Chase CEO Jamie Dimon complained to the New York Times about criticism of bankers.

As for those bilked parents and their disappointed kids, Americans in government and the media would undoubtedly say "Serves 'em right."

Problem...

Serves 'em right. That's the attitude our leaders are taking toward homeowners all across America, millions of whom were bilked by their banks into taking out loans based on inflated housing values. Our government has yet to provide these people with the relief so many of them deserve, even though that would provide the entire economy a huge boost and could create a million jobs every year.

Our leaders refuse to take action on mortgage relief, even though it wouldn't cost a penny and would actually shrink the Federal deficit by putting people back to work. When people work they pay taxes, and they stop using government assistance.

Nearly one in every four homes is underwater, which means that homeowners owe more for their mortgage than the home is actually worth. They borrowed money for a variety of reasons -- mostly to purchase or improve the home, but also as a source of consumer credit. The "serves 'em right" argument paints these homeowners as greedy and acquisitive while portraying the banks as innocent bystanders caught in the money-crazed stampede of middle-class American families.

That attitude overlooks the active role that the banks played in encouraging homeowners to borrow. Like the Music Man, banks convinced borrowers that they needed something -- in this case, a new home or a line of credit. They, along with accomplices in the economic and political fields, assured these homeowners that homes would always go up in value. Then they pumped up the market value of these homes, both indirectly and (in many cases) by hiring "friendly" appraisers who would be sure to overstate the home's value.

It was bankers and not homeowners who made billions by writing bad loans, then bundling them and selling them to unwary investors (thanks to corrupt rating "agencies" who rated them "AAA" to ensure their own cash flow). Those investors included states, municipalities, and pension funds. Then, after they'd collected their ill-gotten gains and paid themselves billions in bonuses, the economy crashed when the artificial bubble that made them rich finally burst. Bankers took more than $14 trillion in public assistance, much of which hasn't been repaid, then promptly paid themselves billions more in bonuses

Yet whenever anyone suggests helping the homeowners they've hurt, bankers and their fellow travelers howl in outrage about helping the "undeserving." But American families are at least as deserving as its bankers, and helping them would also help save our struggling economy.

... Meet Solution.

"New Bottom Line," a coalition of faith-based organizations and community organizing groups, has a proposal that would change all that. As Liz Ryan Murray explains, it would require banks to recognize the lost value of homes by adjusting the principal on underwater mortgages so that it reflects the actual market value of these homes.

This plan would have a number of immediate benefits beyond the obvious (and worthy) one of helping the homeowners themselves:

  • It would end a cycle of foreclosures that's bringing housing values down even faster and eroding what little is left of middle class America's assets.
  • It would create an estimated 1,000,000 jobs every year.
  • It would pump $70 billion annually into the U.S. economy.

Resistance

Why wouldn't the Administration and the Congress do everything in their power to make this happen? Part of the problem is political. Bankers and their lobbyists have enormous political influence in Washington, and they're understandably opposed to a move of this kind.

The resistance is cultural, too. Most Republicans -- and many Democratic officials -- have been indoctrinated with the idea that an American family with an underwater home is "undeserving" of help. That's the same mentality that says bankers at Goldman Sachs or JPMorgan Chase do deserve to be shielded from the consequences of their own bad business decisions. This cultural bias is so deeply ingrained that many officials and politicians would rather let the country suffer financially -- and pay the political price for it -- than take positive steps to help the situation.

The third concern is a little more understandable, although it shouldn't be a barrier. Regulators are understandably concerned that a massive write-down of assets like this would lower the market value of our largest Wall Street institutions, leading to a market plunge and another potential financial crisis. But that can be prevented with judicious preparation on the part of elected officials, regulators, and the banks themselves. Preventive measures could include strict limits on compensation for bank executives and others until the banks are able to restore their balance sheets to fiscal sanity.

Happily Ever After

There's one element of this debate that's been lost in the noise and confusion: Bankers weren't just greedy and reckless. They were also so inept at assessing creditworthiness that one out of every four loans they've written turned out to be a bad risk. The problem isn't just greed. By any objective measure, these banks and their senior executives are terrible at their jobs. There should be a penalty for that, as well as for their more egregious misdeeds.

If Jamie Dimon and other bankers want love, they'll have to earn it the way the Music Man did: By taking responsibility for their actions and doing the right thing. Since they won't do it on their own, our government needs to give them the "tough love" they need so they'll be persuaded to mend their ways.

Think about it: Washington's debating deficits instead of jobs, and the public's fuming about it. This plan kills two birds with one stone. It creates a million jobs annually, restores consumer confidence, and pumps tens of billions of dollars back into the economy every year. And it actually the lowers deficit while it restores fairness and moral balance between the banks and their customers. Who wouldn't take a deal like that, especially with an election coming up?

When you think about it, the choice is a simple one: We can demand that the banks do the right thing, as the Music Man eventually did. Or we can continue to abandon the American middle class and let our economy keep flailing and failing. The first choice leads to a happy ending for everyone, while the second will leave everyone -- including politicians running for re-election -- facing the music.

 

Follow Richard (RJ) Eskow on Twitter: www.twitter.com/rjeskow

Remember The Music Man? That's the musical where a con man tricks an entire town's parents into buying musical instruments they don't need by promising to teach music to their kids. Then he skips to...
Remember The Music Man? That's the musical where a con man tricks an entire town's parents into buying musical instruments they don't need by promising to teach music to their kids. Then he skips to...
 
 
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05:04 PM on 09/01/2011
this has been tried and failed.
07:04 AM on 09/02/2011
I don't agree. It's Free Market Fundamentalism that has been tried & has failed.

& by the way? I'm STILL not a Libertarian. (Not a Scientologist either but that doesn't seem to matter much - they too still attempt mass conversion - 'resistance is futile' & all that.)

http://world.std.com/~mhuben/pk-is-against-liberty.html
01:20 PM on 09/02/2011
we have numerous programs to "save" people in their homes and all have failed - and some involved lowering the payments and value. the people don't want to pay or saty and lowering the value is not fair to their neighbors...
04:59 PM on 09/01/2011
the US should pass soviet-style "Wrecking" laws that makes taking actions that you KNOW will cause economic problems a serious criminal offense.

These bankers are guilty of far more than just being bad at their jobs, they are guilty of essentially gambling with our entire nation's fortunes, and because they're ensured by the government they have no personal interest at all in making sure they don't lose.

What rational person WOULDN'T take massive risks when the consequences of failure are negligible (to you) and the reward for success, even partial, is millions of dollars?
06:53 AM on 09/02/2011
Yup. Plus ça change, plus c'est la même chose.

From 1773:
"Are we in like Manner to be given up to the Disposal of the East India Company, who have now the Assurance, to step forth in Aid of the Minister, to execute his Plan, of enslaving America? Their Conduct in Asia for some Years past, has given simple Proof, how little they regard the Laws of Nations, the Rights, Liberties or Lives of Men. They have levied War, excited Rebellions, dethroned lawful Princes, and sacrificed Millions for the Sake of Gain. The Revenue of Mighty Kingdoms have centered in their Coffers. And these not being sufficient to glut their Avarice, they have, by the most unparalleled Barbarities, Extortions, and Monopolies, stripped the miserable Inhabitants of their Property, and reduce whole Provinces to Indigence and Ruin. Fifteen hundred Thousands, it is said, perished by Famine in one Year, not because the Earth denied its Fruits; but [because] this Company and their Servants engulfed all the Necessaries of Life, and set them so high at a Rate that the poor could not purchase them."

--"Rusticus," an anonymous author writing in "The Alarm," a colonial American newspaper, 1773.
03:12 PM on 09/01/2011
The home buyer's are the one's at fault. They signed a contract ot buy the home. The bank did not. Just like buying goods or stock, sometimes you get a product that doesn't work as advertised or stock prices fall. It's good home buyers like 25% of America that will pay the price for those that wanted the million dollar homes that could't afford a $100K home. It simply is not the banks fault.
04:37 PM on 09/01/2011
BS. Wells Fargo Financial hounded us for about a year & a half to refi and wrap our pool into it, plus take some equity out, sounded good but we were a little skeptical. This was about 2 years before the melt down. They finally reeled us in, refi 130K, pool 25k, we need a second car & wanted to pay off some c. card's. 20k equity. They promised the best deal, with a refi to lower the intrest rate in a couple of year's. Of course now they won't even talk to us about a refi, neither of us have gotten a raise in 3 + year's, bonus' of about vanished, & IBM has seen fit to cut my night shift & weekend 'extra's' because evidently exceeding Wall Street expectation's they still don't make enough money to support the CEO's $23 mil yearly bonus...lol. We have a $2600 mo mortgage...with 8.2%, and Wells Fargo Financial has close up 90% of the offices, probably to avoid investigations into robo signing loans. Don't tell me the banks were/are not part of the problem.
04:03 PM on 09/02/2011
That is part of the problem - you spent more than you had. The Banks loaned you the money you had already spent in an effort to help out your miseerable state of finances. Don't tell me they spent your money for you oh great one who has a million dollars worth of debt with many sleepless nights. I spent within my means and sleep well at night. Can I afford to be laid off, you betcha. Do I want to, not really but I planned on what I could afford if things went bad. I could have bought a million dollar home and a pool and a yacht and barely make ends meet today - much less if I lost my job.
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Defending the Constitution.
01:26 PM on 09/01/2011
The inconveniet truth that Richard Eskow fails to point out (or realize) is that the majority of the properties were purchased/refinanced and were 2nd (or 3rd) homes........then just walked away from those promises because - who cares - they don't lose their promary residence...

NPR did a good investigation of this a while back.
http://www.npr.org/blogs/money/2010/07/22/128700329/mortgage
---------------------
"But after the housing market crashed, he owed far more on the place than it was worth.

So he decided to not to move in. Instead, he kept living in his old house, and stopped making payments on the condo.

"It went against everything that I was ever taught to believe," he says. "But if I have to compromise the way I live, I'm not really not going to do that. Not at almost 82 years old"
-----------------

So are we going to bail out this guy? That's absurd.

Also, there just is not enough money on the planet to fix this. As an example, lets say the avg principle that we are writing off is $150,000 (which is not unrealistic in FL, CA, AZ)........

If we just "write off" all of those for 1 million properties the cost would be $150 trillion dollars...2343750000 times larger than the GDP of the ENTIRE PLANET...LOL
http://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nominal)

The Financial markets are trying to fix this.

Which is the right thing to do.
07:20 AM on 09/02/2011
Who are the markets?

"They are the rainmakers’ rainmakers, the biggest swinging dicks in the financial jungle. Their assets total $1 trillion, and their profits are in the billions, which they distribute liberally among themselves. When they have finished getting "filthy rich by 40", as the company saying goes, these alpha dogs don’t put their feet up.

... "We have a social purpose." Even though he proudly pays himself more in a year than most of us could ever dream of — $68m in 2007 alone, a record for any Wall Street CEO, to add to the more than $500m of Goldman stock he owns — he insists he’s still "a blue-collar guy".

... He insists we should be celebrating his bank’s success, not condemning it. "Everybody should be, frankly, happy," he says. Can he be serious? Deadly. Goldman’s performance, he argues, is the firmest indication of a nascent economic recovery that will benefit not just him and his firm but all of us. "The financial system led us into the crisis and it will lead us out."

http://greenwichleadershipforum.org/I'm_doing_'God's_work'._Meet_Mr_Goldman_Sachs__-_11-08-09_London_Sunday_Times.pdf

The fact he acknowledges the financial sector led us into the crisis is one thing, but to claim to be like Moses?

(Does anyone honestly believe they are doing 'God's work'? That they have a 'social purpose'? If you believe that, I've got this bridge ...)
08:56 AM on 09/01/2011
How would this increase political donations? That is the only determining factor they care about. How will that land them cushy lobbyist jobs in wall street when they need one? The factors you mentioned don't rank in a politicians top 100 decision making factors. $ buys votes. They believe that anything can be overcome with enough $ and so far they have been correct 100% of the time.
08:34 AM on 09/01/2011
I like this example of side stepping the focus of the problem: "If today's America was that town. they'd have written the Music Man a fat check and promised not to prosecute him."

Please, stop blaming "America" for what is almost entirely the Obama Administration, and more particularly, the Geithner Treasury Department. The proof of this is widely available. Instead of protecting Obama and Geithner, why not blow the whistle on them, so we can cut through all the obfuscation, distracting vague banalities, and get to the point?

Of course if "we" hold the banks accountable to a reasonable business model, the banking and finance miseries of the nation, public and private, would be radically reduced almost immediately. But to blame "America" is to protect Obama from his obstructionist tactics of defending the banks and finance institutions against the modest "reforms" of last year's legislation.

It is reporting like that which leads readers to say "why is he blaming banks when their political supervisors are refusing to supervise" and dismiss the reporter as less than serious.
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JimR
07:24 AM on 09/01/2011
Clinton started this mess with everyone should own a house and forcing banks to lend money to people who could not afford it. He end glass seagal act. It created a great economy for a decade. But now the people pay the price for this. Government keeps trying to adjust mortgages to help, but people who could not pay then cannot pay now. The larger problem now arises because people who owe more than thier house is worth is defaulting to get out from under the debt. There is nothing the government can or should do, everthing they have done is what caused the problem and is extending it. The government needs to get out of the way and banks that fail let them fail. Businesses that fail let them fail. Let the housing market clear itself and it will.
04:37 AM on 09/01/2011
Whether people like or not this plan is the best option to a speedy recovery. What the opposition isn't understanding is that everyone is affected by the inflated housing problem and if no one is spending everyone pays. Would I benefit, yes. Did banks benefit, yes. They got a bailout to excuse their wrongdoing but homeowners aren't seeing the benefits of the bailouts. Equity won't be available for about 8-10 years on some homes which means no spending anytime soon. Cry all you want but if banks don't reset the prices of homes, don't complain about the deficit because it's definitely going to grow and cutting government spending is only going to make it worse.
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dennidus1680
06:17 AM on 09/01/2011
I agree. What happened to "they deserve it" when it came to the banks? They certainly didn't deserve it. They deserved prosecution for fraud and bankruptcy proceedings.
12:15 AM on 09/01/2011
It's a plan...... don't know if it can be called "Fair" however. What about the 3 out of 4 mortgages that are not underwater. Some are close to sinking and some may sink soon. I think the initial plan was to provide relief on monthly costs etc. That could be provided to all. It's a tough one as the values have gone up and down over the years, although never to these falsly inflated levels. Maybe if some of these manipulators were packed off to jail and their own assets were threatened, we could learn the whole truth
11:59 PM on 08/31/2011
Great plan.....not....... How about the federal government just make the bank completely forgive my mortgage. I didn't want to pay it anyway. Ever heard of a contract? Ever heard of property rights? Remind me not to enter any agreements with a liberal progressive. No one held a gun to the heads of those who took out mortgages. Government intervention into the housing and financial markets caused this mess, just as the government has caused virtually every other economic mess in history. The government doesn't need to do anything of the sort. There is already a mechanism for this......it's called "the market". Leave it alone for once and it will work.
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dennidus1680
06:25 AM on 09/01/2011
yeah, but its so nice in today's "market" to privatize profits and socialize loses. You are apparently taking about the "free market" of yesteryear. It doesn't exist anymore, largely because of the same government you castigate now.
11:21 PM on 09/01/2011
Vote to shrink the power of the federal (and state) governments and the liklihood of "socializing losses" is greatly reduced. By what constitutional authority did the federal government have intervening into the housing markets, or the financial markets for that matter?
07:38 AM on 09/01/2011
I don't understand how it's helpful to consider ideology-b­ased options/so­lutions rather than reality-ba­sed ones?

There's no such thing as a free market.

Critical/c­reative thought & Democratic concepts are important & useful in decision making.

In a society, who is to make decisions? An individual­? A majority? The "market"? What we have is not perfect but if critical thought & democratic principles are not used, how would you suggest decisions be made?

Don't we have to agree on the goals or major objectives? Would it be reasonable to suggest one of the goals would be to minimize the effects these problems have on the whole of society, community or world?

• Identify the problem. — “What’re the real questions we’re facing here?”
• Define the context. — “What are the facts & circumstance­s that frame these problems?”
• Enumerate choices. — “What are our most plausible three or four options?”
• Analyze options. — “What is our best course of action, all things considered­?”
• List reasons explicitly­. — “Let’s be clear: Why we are making this particular choice?”
• Self-corre­ct. — “Okay, let’s look at it again. What did we miss?”

What's your game plan? & are you considering the end game? Cui bono?
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timm0
It's impossible to have too many malasadas.
08:20 AM on 09/01/2011
The libertarian's game plan is survival of the fittest.
05:21 PM on 09/01/2011
good idea - never fly in the Congress.....and lets be clear - this problem was created by government - the idea was to get more poor people into homes - but the way they went about it was horribly wrong and is costing us Trillions $
11:59 PM on 08/31/2011
"homeowners owe more for their mortgage than the home is actually worth"..."require banks to recognize the lost value of homes by adjusting the principal on underwater mortgages so that it reflects the actual market value of these homes."

Where were these "homeowners" (ie: debtors) demanding that their mortgages be INCREASED to reflect the "actual market value of these homes" during the bubble when the values of houses were going UP instead of DOWN? Surely they weren't greedy enough then to expect that as borrowers they would keep 100% of any increase in value; while whoever had loaned them the money to make their purchase possible got no part in the increase?
09:24 PM on 08/31/2011
Obama and his economic team could have taken a giant step towards getting the economy going again by producing a fair mortgage plan anytime since his election in 2008 but apparently they have not been willing to risk the anger of the banks so every plan they come up with ends up only helping the bad guys.
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dennidus1680
06:27 AM on 09/01/2011
After the bailout started by Bush and finished by Obama, whose side did you think both parties are on?
09:21 PM on 08/31/2011
I remember those mean old banks telling me I needed to own a home.....NOT. Let's be honest, we all know people who got greedy and expected the real estate lottery to continue to make them money. They kept buying and selling homes at higher and higher prices until the crash. Banks did what banks do, they loan money to people who need it. I don't defend what they did with those mortgages but please don't excuse the greed of so many people.
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dennidus1680
06:30 AM on 09/01/2011
There are levels of greed, although I don't think that any greed is good. The greed of the people who flipped homes was on a scale that was infinitesimal compared with the mortgage industry and banks. One made a few thousands, the other millions and more. While I don't excuse the home owner, the relative greed must be considered also.
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timm0
It's impossible to have too many malasadas.
08:38 AM on 09/01/2011
The invisible hand of the market drove people with little credit to banks. Banks advertised continuously about low-low rates. Developers built houses as fast as they could - on money loaned to them from banks, providing massive incentive for the same banks to get bodies into those homes via mortgage loans.

And as that was happening, wall street made huge profits bundling mortgages into securities, in some cases, ALL of their profit was covered by the groups selling these fraudulent papers. No new mortgages - no more profitable fraudulent securities. So what do they do about that? Push loan originators to approve everyone who comes through the door.

Meanwhile, apartment owners kept rent at a level not far off from where an introductory APR would be, providing even more incentive for people to apply for a mortgage. Renters were faced with deciding between flushing money on rent - or get a home and hope that the economy stays strong so that they can meet the future payments. After all, if there was no reasonable cause for concern of default, the banks wouldn't accept their application, right?!?

I find it hard to call those people "greedy." You can call them naive, fiscally undisciplined, whatever - but if we're to call the wall street hoards "greedy," then it is totally unfair to use the same word on the people who gambled on home ownership in a climate that intentionally glorified it and profited mightily on its easy attainment.
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Jen Celli
Done sitting and watching quietly.
04:14 PM on 09/01/2011
Some very good points. There were other forces at work as well. The market was unsustainable by 2000 and the banks knew it. They needed a larger pool of borrowers and new products to make ever larger short term profits. It was win/win if they could get these new products government backed. So the Mortgage Banker's Association went out and bought their legislation to make it all happen. The rubes that don't know anything about the mortgage banking industry and how it's run don't get it; the system is run for profit and they buy it through legislation. They have the best lobbyists money can buy. F&F
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Shawn Wake
09:16 PM on 08/31/2011
the lending rules used to be alot tougher you used to have to have 20% down before you could get a loan then the Gov. came in and said everyone should have the chance to own a home it is the American dream after all so why dont we push some things threw to make it easyer to get people into homes they loosend the regs on banks so that they and pushed them to hand out these high risk loan so they found a way to make alot of money out of it and in handing out these loans created a higher demand for homes so it ran up the price. But ,yes there is usally always one, we had a down turn in the economy and the people that where liveing pay check to pay check and never should have taken out a loan or been given one couldnt pay for the homes anymore. Then with all of these homes on the market now the home building slowed way down and that caused more job lost so less money spent so more jobs lost and so on. So what my point is is that there is plenty of blame to go around
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Jen Celli
Done sitting and watching quietly.
04:02 PM on 09/01/2011
The government did push the ownership agenda, at the behest of the Mortgage Banker's Association. The banks needed to pump up a faltering real estate market. By 2000 the market was starting to drop off as wages had stagnated and the market was largely saturated. The banks needed the ability to expand the market and adding higher risk loans that could be backed by government money would provide them higher short term profits while at the same time providing fresh securities for investors looking for higher yields.

No legislation passes that is not sponsored by and for the benefit of the Mortgage Banker's Association. The sell was easy; lobbyists provided all of the sales pitch necessary to sell it to the American public and campaign funds required to grease the wheels. There's no legislation ever going to pass that would ever harm or otherwise create loss on Wall Street and that's just a fact.