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Robert Kuttner

Robert Kuttner

Posted: June 13, 2010 06:52 PM

Here is a fable that is making the rounds. It is a collection of half-truths and outright lies:

The financial meltdown was the result of too many people pursuing the American Dream of home ownership. People who couldn't really afford to be homeowners became speculators. Government added to the damage with cheap mortgages, misguided laws such as the Community Reinvestment Act, and overgrown government-sponsored agencies like Fannie Mae and Freddie Mac.

This stuff is a staple of rightwing talk shows. In a moment, I will rebut each element of this storyline, but first I want to single out a wildly misleading piece by the New York Times financial columnist Joe Nocera. The piece, which ran in Saturday's business section, was titled "Wake-Up Time for a Dream."

The dream -- surprise -- is home ownership. It is depressing that a rightwing theme has invaded the mainstream Times.

Nocera writes, "The financial crisis might well have been avoided if we as a culture hadn't invested so much political and psychological capital in the idea of owning a home. After all, the subprime mortgage business's supposed raison d'etre was making homeownership possible for people who lacked the means -- or the credit scores -- to get a traditional mortgage."

Now this is just malarkey. And the Nocera piece is worth reading in its entirety to appreciate just how an influential financial columnist can get a critically important story so utterly wrong.

For starters, the homeownership rate was already 64 percent in the mid 1960s. It peaked at about 69 percent just before the bubble burst -- but was nearly 68 percent in 2001 before subprime lending took off. Back in the 19th century, thanks to the Homestead Acts of the Lincoln era, homeownership (mainly family farms) was well over 70 percent in much of the west.

Ordinary working people can become homeowners and accumulate property wealth when two elements are present. Government programs have to be competently run and prevent private-industry sharks from abusing them. And working people need a degree of financial predictability in their job security.

In the period between, Franklin Roosevelt and LBJ, both factors prevailed. The Federal National Mortgage Association, later privatized as Fannie Mae, was part of the government. If mortgages met its standards, FNMA bought them from local banks and replenished bank working capital. Just as importantly, wages of working people steadily rose, so that more and more ordinary Americans could afford mortgage payments. Not surprisingly, homeownership rates rose. After Congress passed fair housing legislation in 1968, so that minorities could get a fair shot, black homeownership took off, too.

But beginning in the 1970s, wages stopped increasing with productivity growth. And the financial sharks got hold of programs intended to promote homeownership.

A newly privatized FNMA increasingly thought more about using its implicit government guarantee to increase market share and enrich its executives and shareholders. Not until Bush II, however, in 2004 and 2005 just before the housing collapse, was Fannie directed by the political masters in the White House to lower its standards and purchase pools of dubious mortgages so that Bush's "Ownership Society" could claim credit for increasing homeownership rates.

Fannie Mae, a corrupted agency, has become a handy all purpose scapegoat. The lack of a provision in the financial reform legislation to resolve the mess at Fannie has become the main alibi that Republican senators give for voting against the whole reform package.

Nocera contends that the subprime industry's "raison d'etre" was to promote homeownership "for people who lacked the means -- or the credit scores -- to get a traditional mortgage." Sorry, Joe. The industry's reason for being was so that financial wise guys could make a bundle at the expense of suckers. Low income prospective homeowners were merely useful props. They were the poster children, but not the real purpose.

(In 1994, the same Nocera was celebrating prosperity-for-all in a wildly over-optimistic book titled "A Piece of the Action: How the Middle Class Joined the Moneyed Class." If his latest debunking is Nocera's way of doing penance for his own earlier misplaced euphoria, it is just not helpful.)

The pity is that carefully run government programs, from the Homestead Acts to Neighborhood Housing Services, to the good work of community development financial institutions such as Chicago's ShoreBank, have indeed increased the rate of homeownership among working people, and have done so by avoiding bait-and-switch products like subprime loans, not promoting them. The culprit is not the dream of owning your own home, but the utter cynicism of the financial sharks who took advantage of people innocently pursuing the dream.

Large numbers of subprime loans were in fact marketed to elderly people who had low mortgage debts, who could not live on fixed incomes and who needed to refinance their homes to take out equity. This was not about promoting homeownership but destroying it. Many of these victims are now losing their homes. The stripping of home equity is partly a story of a collapsing pension system in the face of rising costs for America's seniors.

The 1977 Community Reinvestment Act, which encouraged banks to keep credit flowing to less affluent neighborhoods "consistent with sound lending standards" is not part of this fiasco at all. Had CRA been enforced, subprime loans that waived underwriting standards would have been illegal. Most of the mortgage brokers who retailed subprime loans were not even covered by CRA.

It's certainly true (and no serious person claims otherwise) that 100 percent of Americans will never own their own homes. Some people are too transient or just too poor. Some would prefer to rent. But, maddeningly, one element of the story that the debunkers of the American Dream invariably leave out is the near-collapse of programs for affordable rental housing. Among moderate income Americans who rent, the fraction of income spent on housing rose steadily for three decades.

Ironically, many low income people turned to homeownership as a last resort because they couldn't find an affordable rental -- and the same Bush Administration that gutted subsidies for affordable rental housing refused to enforce laws on the books specifying standards for responsible lending to aspiring homeowners.

A sound housing policy would combine assistance for homeownership with affordable rental housing. A homeownership rate of 70 percent, which is common in several affluent European nations, is perfectly reasonable -- if our political system keeps sharks like the subprime gang from wrecking the system and agencies such as FNMA from being corrupted.

Fannie Mae, which over-reached and went broke as a private company with a government guarantee, is now a ward of the federal government. It should be restored to its original form under Roosevelt, as a public corporation with high principles and high standards.

In the aftermath of the subprime collapse, many hard working lower income people, including a great many African Americans, have seen their dreams wiped out. The home ownership rate in black communities, which were targeted for subprime loans, is in free fall. Brandeis University's Institute on Assets and Social Policy reports a devastating increase in the black-white wealth gap.

The same New York Times recently published a fine piece by reporter Michael Powell on what is happening to the black middle class in Memphis, "Blacks in Memphis Lose Decades of Economic Gains."

The same story could be told about hundreds of predominantly African American neighborhoods.

The villain of the piece is the mortgage meltdown coupled with rising unemployment rates that are the collateral damage of the same financial collapse. The villain is not moderate income homeowners.

These people paid their mortgages on time, and there was nothing wrong with their dream. What was wrong was the failure of their government to keep the private financial industry from stealing the dream.

Robert Kuttner's new book is A Presidency in Peril. He is co-editor of The American Prospect and a senior fellow at Demos.

 
 
 
Here is a fable that is making the rounds. It is a collection of half-truths and outright lies: The financial meltdown was the result of too many people pursuing the American Dream of home ownership...
Here is a fable that is making the rounds. It is a collection of half-truths and outright lies: The financial meltdown was the result of too many people pursuing the American Dream of home ownership...
 
 
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HUFFPOST SUPER USER
John Ison
Marketing and Merchandising Expert
10:14 AM on 07/04/2010
bottom line - no one involved ever thought the bubble would burst - at best they saw a small set back - but the reality is that we neglected all other investments in our future in favor of a quick turnaround market that developed for packaged securities based on a debt laden society continuing to dig deeper. Unfortunately - there was a limit and the capitalization dried up as security values plummeted and the pit of debt hit bedrock. We are all guilty for allowing our economy to be so tied and dependent on a single source of growth. The tax rates of the very wealthy do need to go up significantly but also with the ability to avoid those taxes by direct investment in American industry - there is a tremendous amount of wealth tied to investment in financial instruments or worse on the sidelines rather than real investment in the country - we have to make this the driver - not short term bubbles
02:32 AM on 06/21/2010
This video shows who's really to blame and it ain't any democrats!

http://www.youtube.com/watch?v=kNqQx7sjoS8
02:53 PM on 06/19/2010
some New home buyers lied/committed perjury on their mortgage applications thus becoming conspirators in the fraud. In US we excuse/reward a lack of honesty/integrity (ex. he needed a job, house etc. ) Where is America's integrity as far as following the law?
c
11:24 PM on 06/17/2010
I can't say whether it has any significant bearing on the financial crisis or not, but the fact that average credit card debt per household is at over $15 thousand, and that 54 million Americans have credit card debt scares the hell out of me. Whether consumers are being responsible with this debt or not, isn't it scary that we are, as a society, drenched in debt from trying to acquire material assets?
( Source: http://www.creditcardconsolidation.com )
04:24 PM on 06/16/2010
The dream of home ownership is a farce, if not for this one simple reason. No one owns any homes besides the government. Each and every year "home owners" must pay taxes on their property. If you are paying taxes on a property...sorry, but you do not own it. It is yet another item which makes you a slave to the government...whether local, state or federal it makes no difference...you are a slave.

Sorry, but if I were running things, food, clothing, shelter, and education could never ever be taxed...
the only things that would be taxed are luxuries...
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HUFFPOST SUPER USER
whisperindave
Published author and journalist for
04:57 PM on 06/16/2010
One is not a "slave" if one pays taxes. We are a country where we are represented by others so that the taxes we pay for our freedoms and our qualities of life are overseen and not arbitrarily raised by some Royal Statute. If you pay taxes this is what makes you a citizen and a taxpayer of your country. Unless you want to be a complete anarchist (good luck with that concept) you will pay taxes somewhere. if you are not, then someone else is paying them FOR you and you are enslaving them to yourself! There's nothing wrong with paying taxes. Taxes do not equal slavery. They are what you pay to have a government, police, fire dept. roads, schools, etc. Any tax on the book can be looked at, overridden or disposed of. This means YOU ARE IN CHARGE. Vote, write to your officials, take an active part in politics.
HUFFPOST PUNDIT
hrpmap
Retired man still active..
09:08 PM on 06/16/2010
Taxes are the price we pay for a civilized society, but when they are used in schools to indoctrinate in place of educate something is wrong. Anyone can deny it but the fact is that an overwhelming number of Americans want our borders protected, our government to stop spending now that we are not only broke, but on the virge of bankruptcy and the list could be endless. We are being taxed into oblivion and the politicians are trying to spend more by borrowing even more of our kids money. The power to tax is the power to destroy.
HUFFPOST PUNDIT
hrpmap
Retired man still active..
09:01 PM on 06/16/2010
Whether your home is paid for or not look on the deed, it says you are the tenant. And if that doesn't say it all and wake people up nothing will.
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aspertame2
Micro-bio redacted, for your protection
04:06 PM on 06/16/2010
Mr. Kuttner glosses over the real "bomb" in the system, which was the easy money and 100% (heck 125%) no/little-money-down loans that started buyers out with "no skin in the game" and helped to goose the market such that home "values" spiraled out of control, coming un-tethered from their historical relationship to median INCOMES. The banks are not foreclosing right now at a pace keeping up with defaults because they don't want "underwater homes" - they'd rather see houses sit empty and rot/self-destruct before selling at an "on the books" loss. And they'd rather lose/write off the house entirely than further bring down inflated values.

What I'm saying is someone no homeowner who bought in the last decade or so wants to hear. Downright unpatriotic and anti-taxpayer, yada yada. But nothing will be right or sane with the housing market until the ratio of median home prices to median incomes return to historic norms. We should know by now that "leverage" is poison to ordinary people, and that wealth "on paper" is meaningless if you are creating an unaffordable white elephant sure to crash when what is the very*definition* of a Ponzi scheme, has run its course.
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01:17 PM on 06/16/2010
There is nothing wrong with the dream of home ownership, however many dreamers have neither the financial ability, or discipline to achieve that dream. I know I am one of them. If you can't save a down payment or do not have the income to buy a house, you don't deserve to have your dream fulfilled. Not everyone can own a home. Government attempts to provide home ownership to those who had neither the will or means to pay for a home was one of the key factors in the housing bubble, bust and collapse of Wall Street. Lenders, pressured by government and activists provided NINGA, loans knowing they could turn around and sell them to Fannie Mae, Freddie Mac, or on the derivatives market. Neither borrower or lender had any skin in the game. Owners were safe as long as housing prices kept rising so they could continually refinance when they couldn't make payments, and the lenders had already made their profit selling bad paper. This is just another example of the unintended consequences when government distorts markets to make social policy.
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whisperindave
Published author and journalist for
05:07 PM on 06/16/2010
I agree that home ownership should be (and usually IS) no dream. An owner or potential owner of a home or land needs to be extremely up to date on what it is their lenders are doing. However predatory lenders (i.e. BANKS) were pulling consumers in who they KNEW were not qualified or intelligent enough to make vital decisions, almost forcing them into a home, then in the back rooms, they were betting that this little gambit would FAIL...they were throwing the game and betting on the other guy! This is an illegal practice and it is not the fault of the victim of the scam. It is the fault of the criminal who is attempting not only to defraud or to force someone into a shady deal, it is they who should be punished. What some seem to be saying is this: "Hey if people didn't WANT to play three card monty, then I wouldn't be here to bilk them out of all their dough!" True, they'd be off finding ANOTHER way to defraud people because they are Criminally Intended. You don't close down every public school because there is a tiny percentage of people who DON'T want to be educated and feel remaining ignorant is a good life decision. The point of Kuttner's article was Don't Blame the Home Buyer. The American Dream turned into a nightmare because of criminal activity on the part of the financiers. Pure and simple.
HUFFPOST SUPER USER
Day Brown
07:22 PM on 06/19/2010
"There is nothing wrong with the dream of home ownership,"(?)
Given the high price of energy, the US economy, much less the world, cannot afford the per capita carbon footprint of the American middle class nuclear family home. [that's a period]

The investment needed in alternative energy, thermally efficient design, and water management exceed what the average middle class family can afford. And this will only get worse as the rich get richer and all other income levels continue to decline.

A version of a Chinese idea would work. Build a low income apartment block, but do it in a rural area with land for orchards, gardens, pasture, woodlots or whatever around it. Convert some apartment space into the school. No school buses. No strangers with candy driving by. No drug dealers either, and everyone will know when someone abuses alcohol to do something before it leads to abuse.

Maximum size is 300. After that, most people cant remember names and need to rely on status symbols to know how to relate. You know what kind of trouble that causes. In China, it keeps people down on the farm, but with modern amenities. Eases Urban crowding.
01:01 PM on 06/16/2010
Go back to the glory days of Eisenhower with 90%+ tax bracket.

TAX ALL UNEARNED INCOME
NOT WORKING WAGES

Rent returns are unearned.

Read Henry George "Poverty & Progress"
Learn about the LVT, Land Value Tax.

After the Sons of Liberty threw the tea in the harbor,
they kicked down the corrupt judges & barristers in the country
& burned out the wealthy landlords in the city.

Thomas Paine "Agrarian Justice";

"There could be no such thing as landed property originally. Man did not make the earth, and, though he had a natural right to occupy it, he had no right to locate as his property in perpetuity any part of it; neither did the Creator of the earth open a land-office, from whence the first title-deeds should issue."
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01:27 PM on 06/16/2010
Our martyred President John F. Kennedy realized the folly of the Eisenhower ere tax rates, and cut taxes drastically. His results were the same as the results of every tax cut, greater productivity and more income for the government. Jefferson and Payne lost the battle to keep the country a land of farmer-citizens. That was a good thing, had they won we would just be another third world nonindustrial backwater. .
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Day Brown
07:29 PM on 06/19/2010
The Laffer curve is not linear, but reaches a point of diminishing returns. Machiavelli shows how, when the middle class no longer has an investment in the system to protect, a demagogue will arise from among them to seize the assets of the rich, rebalance ownership, and gratify the instinct for revenge.

Solon, in founding the Athenian democracy, burned the mortgages in the Agora, and told them to never permit slavery. Each Athenian citizen was a member of a "deme" which owned rural land each had a duty to go out to to help manage and labor. This worked until the Athenians started to use POWs as slave labor. The cheap labor allowed consolidation into what we now call 'agribusiness', whose slave working class had no interest in maintaining the fertility of the land. The democracy fell into demagoguery and oligarchy.
11:21 AM on 06/16/2010
Bizarre collection of non-facts.
If you want a proper history, try Ferguson, Ascent of Money. Briefly, the government INVENTED red lining to keep banks healthy. In the 1990s there was a peculiar philosophy executed by Andrew Cuomo to make redlining ILLEGAL. The first place to be destroyed by this was Detroit.
Fannie and Freddie FORCED banks to make bad loans (you probably now the cast of characters who ran this game.) Indeed, if you check the Internet you will find great celebration by the federal government about this forcing of lending to people who couldn't get loans.
In the 2004 period, lied about in the artilce, Bush and McCain made exhaustive attempts to get CONGRESS to stop what was going on. You have to recall this from the election commercials two years ago. McCain actually did something right in raising the alarm.
Barney Frank sneered and said there was no problem. Fannie, Freddie, and the Banks did exactly what the Congress forced them to do. This is the dream that caused the collapse - put everyone in a house and have the federal government back it.
You can have a political philosophy, but if you lie about facts, you preach to the goofy. The rest of us will dismiss everything you say, even stuff that may make sense.
08:06 AM on 06/17/2010
thanks for setting the record straight. The Dems scream about how the Republicans are against regulations that make sense yet here is the perfect example of how the Dems selectivly pick their own regs to support, and not to support, given their agenda of buying votes at the cost of the economy. Then when the s_it hits the fan, they decry capatalism. What a farce
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Day Brown
07:33 PM on 06/19/2010
If, rather than union negotiated healthcare plans, the Detroit auto makers had govt run socialized medicine paid by taxes like every other global car maker, then the sticker price would have been so low American cars would have sold all over the world and Detroit would not have had the foreclosure problem.
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Bill Pieper
Europorn legend
11:10 AM on 06/16/2010
I understand Mr. Kuttner's anger and agree that it is ridiculous and destructive to lay so much blame on people who were merely following an economic script that has been so heavily promoted and supported with government and financial industry policies for decades. My problem however is that we have now created a system where most people have the majority of their wealth tied up in their homes, and therefore will do whatever is necessary to increase the value of that crucial asset and defend its value from depreciating. This has inevitably resulted in an extraordinarily large misallocation of scarce capital resources and created a political circumstance where middle class Americans have monstrous unrecoverable sunk costs in their homes, mostly suburban houses far from where they work, shop and entertain themselves. This is inherently unsustainable, especially as oil, energy, water and food prices climb dramatically as they will in the coming decade.

While the desire to accommodate home ownership was well intended, it has ultimately resulted in massive and destructive suburban sprawl, the most heavily subsidized and least sustainable living arrangement ever created. It is ironic that the suburban sprawl industry is so heavily skewed toward the GOP as they pride themselves being self-sufficient, nothing could be further from the truth when the numbers are actually examined.

It appears that Americans are going to double down on their "not negotiable" (Bush 1992) way of life and defend this system to the bitter end. The fallout will be very ugly.
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INDIVIDUALTERRY
no to the collective!
11:10 AM on 06/16/2010
No personal responsibility at all ? No mention of paying to much with no money down? If these people didnt understand this basic premise then they had NO buisness buying a home, no matter who it was from.
What about Carter and Clinton creating mega banks and allowing unlimited interest rateswith the Depository Institutions Dregulation and Monetary Control Act of 1980 which gutted rate controls as well as repeal of the Glass-Steagal Act , thus creating the banks too large to fail ?
Everybody can share the blame for this fiasco and bailing them out just prolongs the results.
10:26 AM on 06/16/2010
Thee was no housing crises in North Dakota. ND has their own State Bank that partners with private banks doing business in the state. The State of ND backs up the loans and performs a lot of the functions done by the Fed. Interestingly, ND citizens are the most satisified of any people in the country, and they live in the frozen north. ND is in the best financial position of any state in the union. The founding fathers intended on States have sovereign power. Pushing power down to the States (Federalism) would have prevented both the economic crises and the housing crises. Statism (concentrating power in Washington) is the root cause of our disfunction.
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VeryGrood
only class worse than micro-bio was molecular-bio
11:10 AM on 06/16/2010
Yes... you are correct. We can always count on protection from predatory action when the power is at the state level. I left out the pretentious wording (see above) so that my sarcasm would shine through.
10:11 AM on 06/16/2010
In today's world Statism is growing by pressure from Socialist/Progressives and Oligarchial forces. The oligarchies are banks and corporations tied in with Central Government. Often the left conflates the Oligarchy with Conservativism. Socialists want the government to do their bidding and come up against the Oligarchy and think it is Conservative. But, that is wrong. Conservatives want power devolved downward, the opposite of Statism. At lower levels, Government is responsive to the people and makes good decisions.
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HUFFPOST SUPER USER
Donald Garrett
The U.S. government is corrupt to the bone
11:08 AM on 06/16/2010
The oligarchy relates to neither conservatism, OR "liberalism. It is an ever shrinking group of corrupt, powerful moneyed interests, who never seem to have enough power or wealth. They have bought the government, (both parties), and have put into place legislation that makes theft, on a huge scale, legal. If conservatism was the cure-all then why did things go to hell during their big chance, when they "were in complete control". Similarly, why are things continuing to go to hell, with the "liberal Democrats" in control. The answer is simple: neither party is, or has been in control of anything for a long time. They are simply a facade. And all these staged fights between "liberals", and "conservatives", and the continual barrage of stupid non-issues, are elaborate distractions by a media that is owned, and controlled by the same interests that ARE the actual government.
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Trubulmaker
12:22 PM on 06/16/2010
Exactly! Thank you Donald...I could not have said this better. You've just been fanned.
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Robson
Apolitical / nonpartisan blogging on HP since 2005
11:44 PM on 06/17/2010
Bingo! How long will it be before more Americans are able to see this clearly? George Carlin RIP was able to see it and also able to clearly articulate it (American dream), albeit on the crude side. http://www.youtube.com/watch?v=acLW1vFO-2Q

The government always ensures that the elite are well taken care.
Wall Street causes a massive problem and they are rewarded with free money with which to invest and a Federal Reserve that makes saving impossible.

Supreme Court rules that endless dollars can be spent on elections by corporations, not to help the legitimacy of our democracy but to enrich the media and manipulate the masses.

The government stretches and stresses the rubber band of support for the non elite, not via increasing the tax burden on an exorbitantly wealthy elite, but by increasing debt load on the next several generations of non-elite.

Yes they use the L vs R, Lib vs Con, Dem vs Repub as a means to divide and conquer. The concepts are pure hype and facade.
09:55 AM on 06/16/2010
I thought all this mess began back in 1980 when Reagan deregulated the financial institutions, more specifically, the Savings and Loans Associations. Those guys were local and were the ones holding your mortgage. But, when they went into risky investments, to make greater profits, like drilling dry holes in the ground, they set off the beginning of the end of the middle class as we knew it. Savings was out, Easy Credit was in (Credit Cards), you could no longer deduct interest from the five year loan you had on that American car, I hope you're getting this. Because that is my recollection of the bust of 2008. How do we get that back without throwing out all the bums in Washington, D.C. that let this happen, and what lithmus test do we give to make sure another group wont come in and upset the apple cart again?
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Donald Garrett
The U.S. government is corrupt to the bone
11:13 AM on 06/16/2010
And Clinton continued the deregulation, with a vengeance. You are right, throwing out the bums is the solution, but the huge money interests will ALWAYS be there, working hard to corrupt whoever is in control at the time.
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EdCorner
Now what - more of the same...
09:43 AM on 06/16/2010
I really like what the author posted and agree that it's not the people that should have to shoulder the blame for the meltdown. Blaming the people, or brokers or appraisers is the banksters deflecting blame for the crisis & to escape punishment because, "it wasn't us". Total lies and fabrications. They are 100% to blame. None of those loans would have been funded without the banks ok. Remember, they have the money and are supposed to measure their own risks in funding each and every loan. Only they could have funded liar loans and no doc loans putting even the unemployed in mortgage debt. Only them. All this stupid polarizing of political parties choices is exactly what they want. It's not one party or the other - it's all of them that were bought and sold. Career politicians looking forward to work as a lobbyist or on the boards of some bank or insurance company after their terms. How many of them read TARP? Not many and yet they voted it in - because of their bank "handlers" with no concern for the people and the voters that put them there. When political office can be bought through corporate contributions - isn't it obvious that that person is not going to serve the will of the people but the corporation that paid to put them there? Wake up! While you're arguing about the color of the leopard it's eating you. Stop seeing just the trees when it's a whole