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Richard (RJ) Eskow

Richard (RJ) Eskow

Posted: February 15, 2010 03:08 PM

Greeks, Beware of Goldman Bearing Gifts

What's Your Reaction:

Like a cat burglar, Goldman Sachs leaves its fingerprints in the most unusual places. The news of Goldman's role in the Greek financial crisis isn't just a black eye for Wall Street. It's also a diplomatic disaster for the United States, whose government has become so intertwined with Goldman that this incident could endanger our relationship with the European Union. Failure to act aggressively could undermine the President's efforts to strengthen our relationships with that part of the world.

The New York Times succinctly summarizes the situation in its article, "Wall Street Helped to Mask Debt Fueling Europe's Crisis," when it writes:

"Wall Street tactics akin to the ones that fostered subprime mortgages in America have worsened the financial crisis shaking Greece and undermining the euro by enabling European governments to hide their mounting debts."

While the underlying financial mechanisms can be complex to follow, the basic situation is this: Nations in the European Union are bound by treaty to keep their indebtedness within certain limits. Goldman Sachs helped structure a deal in which the Greek government was able to conceal its borrowing by labeling the transaction as a "currency trade." So it appears that Goldman may have helped the Greeks evade their treaty obligations with a shady deal.

And this is not unusual behavior for American institutions. JP Morgan Chase did something similar for the government of Italy and, as the Times report suggests, other deals may have been done elsewhere in Europe. These nations have bound their economic fates together in a single union. To undermine one is to potentially undermine all of them.

Here's where it gets tricky for the United States: Goldman Sachs continued its rapacious behavior even after the Federal government bailed them out -- directly (using TARP funds) and indirectly (by paying 100 cents on the dollar for AIG debts that some analysts think were overstated). Like a drug dealer who hates to see a client get clean, Goldman sent executives to Greece in November of 2009 with another tempting offer that would have deepened the government's debt even further.

This time the Greeks said no. They had already used revenue generators such as lottery income and airport usage fees as collateral on previous loans. (Lottery fees make a dark kind of sense in this case; if there's one thing Goldman executives understand, it's gambling.)

What does it look like for an institution that has been rescued by the US Government to encourage over-leveraged governments to go even more deeply into debt? Goldman executives have been embedded in the government for years and enjoy close relationships with the President's two senior financial officials, Tim Geithner and Larry Summers. (Summers received $135,000 from Goldman for a one-day visit in April of 2008 when, as Glenn Greenwald observed, it was assumed he would be a senior financial official in the next Administration.)

As Simon Johnson points out, the Federal Reserve may give Goldman the usual soft treatment for its behavior in the European Union. But Johnson points out that the European Commission, which has jurisdiction over this issue, isn't likely to be so forgiving. He expects an audit, and offers some suggested lines of inquiry.

This could prove to be a major embarrassment for the US, and an impediment to winning support the US will need from Europe on a range of diplomatic initiatives.

We're told that one of the Greek banking deals was named after Aeolos, the Greek god of the winds. Other gods are available for future Goldman deals: There's always Hermes, who's known for representing flight and speed but is also responsible for commerce. Even more aptly, he's the god of mischief and theft. Or there's the more minor figure of Adephagia, the goddess of gluttony.

And if our government doesn't take a firmer hand with rogue bankers like Goldman they may find themselves in the hands of Ate. Haven't heard of her? She's the goddess of foolish actions.

Richard (RJ) Eskow, a consultant and writer, is a Senior Fellow with the Campaign for America's Future. He blogs at:

No Middle Class Health Tax
A Night Light

Website: Eskow and Associates

 

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

 
 
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04:43 PM on 02/16/2010
If we're not going to shut down rogue investment banks like Goldman Sachs, or break them up into smaller, less economy-threatening pieces, how about at least requiring that they give their clients the equivalent of a financial "Miranda warning."

Something like this:

You have the right not to borrow or otherwise do business with us. However, if you do, everything we learn about your financial condition can and will be used against you, by us or our affiliates, to maximize our profit. Oh . . . and the financial products we sell you . . . may be dangerous to your financial health (and everyone else's!)

In the unfolding saga of Greece's sovereign debt mess, consider -- once again -- who seems to be at the dirty little epicenter:

Goldman Sachs and J.P. Morgan . . .sold financial instruments to Greece that were designed to artificially depress its borrowing and budget deficits.

Now Greece is under attack in the markets, and the major countries in the euro zone are trying to force it to clean up its act and to keep it from defaulting. Traders who bet against Greece . . .have made a lot of money as the market realized just how much trouble Greece was in.

The European Union should seek to find out if the banks that helped Greece lie — and thus knew its numbers were false — made money betting against it.

--Floyd Norris, "Helping Governments Deceive"; NYT (2/16/2010)

One more time, louder and all
12:32 PM on 02/16/2010
in the old days, GS would be tarred and feathered and run out of town.
outnow
Ban the bomb
10:38 AM on 02/16/2010
The government borrows the money and then is htrown out of office or flee; then the lenders foreclose. The debts are denominated in Euros or dollars. Then the privatized assets are scavenged at rock-bottom prices.

This is called "neoliberalism" or the "Washington Consensus." Now the bankers and other "investors" are looting the US itself through flat taxes and subsidies to the rich while sticking it to middle class workers who pay most of the taxes.

We will soon pay a toll to drive on the road or use the internet.
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guveqzero
Inventor and Innovator
10:32 AM on 02/16/2010
It's called nation buying. Goldman Sachs is looking for somewhere to move after America wises up and kicks them out. A bank that can hide this kind of debt, or transfer it to some unsuspecting party, is a threat to every economy in the world. There is no place for a bank like GS in our future.
10:15 AM on 02/16/2010
Give em another bonus! Maybe the Greek taxpayers will fund this one!
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Lorianne
ama vitam
10:03 AM on 02/16/2010
Oh really? How was it 'classified" and why wouldn't the EU know about it if it was well enough known to be written about?
08:47 AM on 02/16/2010
So, savvy and dishonest are synonyms and instead of jail terms they are both to be rewarded bonuses.
09:27 AM on 02/16/2010
Coincidence?

Yesterday (Feb 15. 2010) at 12:25, I posted this comment in response to the article, 'Greece Crisis: Wall Street Helped to Mask Debt Fueling Europe's Shake-Up'

"Someone should have warned the Greeks to beware of Goldman Sachs bearing money."
HUFFPOST SUPER USER
vippy
Carpe Diem!
01:04 PM on 02/16/2010
Exactly, they called on Goldman Sachs in 2001 to help them hide their bad finances
and Goldman profited by taking away huge compensation for their efforts. When will countries learn that we have a criminal empire here in the USA!
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HUFFPOST SUPER USER
den1953
The best politicians are for free!
08:16 AM on 02/16/2010
Yes if anyone knows how to stick it to the common people it's Goldman Saks!
08:57 AM on 02/16/2010
It was the Greek government that stuck it to the common people. The Greek government used Goldman Sachs to get some loans and to help cover up the country's debt problem.
07:48 AM on 02/16/2010
This is like blaming the prostitute and letting the John off scott-free. It was the Greek government that was seeking ways to hide the extent of its debt problem. It was the Greek government that engaged in profligate, reckless spending year after year. It was the Greek government that raised taxes again and again, while refusing to control spending.

As economic advisor Ruth Lea writes in the London Times, "The Greeks have acted irresponsibly and must pay the penalty."

And as Otmar Issing, president of the Centre for Financial Studies, observes in the Financial Times, "Thanks to the euro, Greece has enjoyed long-term interest rates at a record low. But instead of delivering on its commitment at the time of entry to reduce public debt levels, the country has wasted potential savings in a spending frenzy. The crisis with which it is now confronted is not the result of an 'external shock' such as an earthquake, but the result of bad policies pursued over many years. Bailing out Greece would reward such behaviour and create moral hazard of a dimension hardly seen before."

If our leaders don't learn from the Greek debacle that you can't borrow and spend your way to solvency, much less prosperity, then they're going to continue to push the same kinds of policies that have bankrupted Greece and that are in the process of bankrupting several other European nations, not to mention states like California.
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Soulsurfer
Solar Electrician,Longtime Surfin'Fool
08:45 AM on 02/16/2010
So lending them money was the only thing that Goldman did? Gee, they're no worse than the credit card banks.............
HUFFPOST SUPER USER
vippy
Carpe Diem!
01:06 PM on 02/16/2010
LOL, replace the word GREEK with the USA and same applies! Except our spending has not yet been reigned in. In the end we will be in the same shoes, just watch. And people are so goofy and vote for the same two parties again, to thank them of course!
07:20 AM on 02/16/2010
Wall Street has destroyed this country and they got away with the biggest bank robbery in the history of the world:

http://americaspeaksink.com/2009/04/navy-seals-target-wall-street-pirates/
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Lorianne
ama vitam
09:50 AM on 02/16/2010
Wall Street could not have "destroyed the country" if they didn't have implicit (and now explicit) assurance that they could have all the profits and the TAXPAYERS would have all the downside risk.

Our traitorious Congress committed the biggest heist in world history with TARP.

Without promisies of taxpayer backstopping all risks, there would be no "too big to fail" anything.
Anytime an entity has to assume their own risks, they are conservative on risk.
HUFFPOST SUPER USER
silverstreet
All you need is love
11:39 AM on 02/16/2010
YEs, Congress was bought and paid for by the banks
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HUFFPOST SUPER USER
LastAngryWoman
waiting for godot
07:06 AM on 02/16/2010
Goldman DOES leave its fingerprints in unusual places.

Imagine our surprise (as Ontarians) when we read that our premier McGuinty has asked Goldman Sachs to come in and "look at our assets". Omfg. Seriously. We are in a huge deficit...our fearless leader has already wasted BILLIONS in an E-Health debacle...now he wants to sell off publicly owned services to make money. We have had experience with that in the past and it didn't work out so well.

So stay-tuned. It should be interesting. Any bets on whether Goldman Sachs will save the province of Ontario?
schatsie
banks are more dangerous than standing armies
07:43 AM on 02/16/2010
Wasted Billions in an E-Health debacle?.....I am just wondering who was involved in that heist.
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HUFFPOST SUPER USER
LastAngryWoman
waiting for godot
11:07 AM on 02/16/2010
Oops, sry, billiON, not billionS, nevertheless, that's a lotta money!

I am not exactly clear who was involved. Still.

http://www.cbc.ca/canada/toronto/story/2009/10/07/ehealth-auditor.html
06:34 AM on 02/16/2010
When exactly did these banks force the Europeans to go into debt? Why all the articles on how bad Goldmans is, but none on how DEBT is the bad guy?
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Lorianne
ama vitam
09:47 AM on 02/16/2010
Exactly. Greed is a two way street.
These countries knew they were engagin in risky bets ... and the EU knew as well.
Everyone remained quiet until it blew up in their faces.
HUFFPOST SUPER USER
silverstreet
All you need is love
11:40 AM on 02/16/2010
Yes, the entity with all the money can't be bad -- only the entity that needs the money is bad
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JBS
Part time misanthrope & full time curmudgeon
04:12 AM on 02/16/2010
Goldman Sachs at the walls of Troy.
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HUFFPOST SUPER USER
jinxed
starting over at 60
03:17 AM on 02/16/2010
When are we just going to nationalized this monstrosity? Blankfein and all his buddies need to be arrested on fraud charges, handcuffed and perp walked out of the buildings for all to see. If they make bail, they should be locked out of the buildings, their offices and the computers until the US Marshals and the FBI are done with an indepth investigation along with an indepth audit by the IRS. Probably wouldn't be a bad idea to bring in the SEC and the Treasury Department for investigations, too. They should also have a minimum bail set for $1 Trillion and surrender their passports as well as electronic monitoring until the audits and investigations are completed. What was good enough for Madoff should be good enough for them.

We bail out Goldman Sachs and they go to Greece implying they represent our government to try to run the same scam they used on us? You would think that this time President Obama would see they are using him in an effort to destabilize the rest of the world. Haven't they done enough damage to the world economy already? Put the brakes on these criminals NOW! They are economic terrorists!
schatsie
banks are more dangerous than standing armies
07:44 AM on 02/16/2010
So Shock Doctrine has moved from the lesser developed countries into the developed countries....I do need to read this book by Naomi Klein....
09:20 AM on 02/16/2010
You keep forgetting Goldman Sachs didn't want the money!
HUFFPOST SUPER USER
silverstreet
All you need is love
11:41 AM on 02/16/2010
Goldman Sachs good. Greece bad.
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HUFFPOST SUPER USER
jinxed
starting over at 60
03:10 PM on 02/16/2010
Well, yeah, after they made AIG pay them thru the back door for 100 cents on the dollar and now it comes out they may have "overstated" the value. Think Goldman's going to pay it back any time soon?