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Robert Reich

Robert Reich

Posted: July 16, 2010 12:37 PM

Thursday the President pronounced that "because of this [financial reform] bill the American people will never again be asked to foot the bill for Wall Street's mistakes."

As if to prove him wrong, Goldman Sachs simultaneously announced it had struck a deal with federal prosecutors to pay $550 million to settle federal claims it misled investor -- a sum representing a mere 15 days profit for the firm based on its 2009 earnings. Goldman's share price immediately jumped 4.3 percent, and the Street proclaimed its chair and CEO, Lloyd ("Goldman is doing God's work") Blankfein, a winner. Financial analysts rushed to affirm a glowing outlook for Goldman stock.

Blankfein, you may recall, was at the meeting in late 2008 when Tim Geithner and Hank Paulson decided to bail out AIG, and thereby deliver through AIG a $13 billion no-strings-attached taxpayer windfall to Goldman. In a world where money is the measure of everything, Blankfein's power and influence have grown. Presumably, Goldman can expect more windfalls in future years.

Although the financial reform bill may have clipped some of Goldman's wings -- its lucrative derivative business may require Goldman to jettison its status as a bank holding company, and the access to the Fed discount window that comes with it -- the main point is that the Goldman settlement reveals everything that's weakest about the financial reform bill.

The American people will continue to have to foot the bill for the mistakes of Wall Street's biggest banks because the legislation does nothing to diminish the economic and political power of these giants. It does not cap their size. It does not resurrect the Glass-Steagall Act that once separated commercial (normal) banking from investment (casino) banking. It does not even link the pay of their traders and top executives to long-term performance. In other words, it does nothing to change their basic structure. And for this reason, it gives them an implicit federal insurance policy against failure unavailable to smaller banks -- thereby adding to their economic and political power in the future.

The bill contains hortatory language but is precariously weak in the details. The so-called Volcker Rule has been watered down and delayed. Blanche Lincoln's important proposal that derivatives be traded in separate entities which aren't subsidized by commercial deposits has been shrunk and compromised. Customized derivates can remain underground. The consumer protection agency has been lodged in the Fed, whose own consumer division failed miserably to protect consumers last time around.

On every important issue the legislation merely passes on to regulators decisions about how to oversee the big banks and treat them if they're behaving badly. But if history proves one lesson it's that regulators won't and can't. They don't have the resources. They don't have the knowledge. They are staffed by people in their 30s and 40s who are paid a small fraction of what the lawyers working for the banks are paid. Many want and expect better-paying jobs on Wall Street after they leave government, and so are shrink-wrapped in a basic conflict of interest. And the big banks' lawyers and accountants can run circles around them by threatening protracted litigation.

Why do you think Goldman got off so easily from such serious charges of fraud?

Reliance on the discretion of regulators rather than structural changes in the banking system plays directly into the hands of the big banks and their executives and traders who contribute mightily to Democratic and Republican campaigns. The flow of money virtually guarantees that regulatory agencies won't be adequately staffed to enforce the law, that penalties for violations won't be overly onerous, and that all loopholes (what's a "derivative"? what has to be listed on exchanges? exactly how much capital must be on hand for which transactions? How are the various forms of predatory lending to be defined?) will be easily stretched in future years. Wall Street lawyers will have a field day. The profit-for-nothing sector of the economy (law, accounting, finance) will continue to grow buoyantly.

Make no mistake: As long as there's no fundamental change in the structure of Wall Street -- as long as the big banks stay as big and are allowed to grow bigger, and have every incentive to invent new financial gimmicks with which to bet other peoples' money -- they will remain too big to fail, and too politically powerful to control.

Goldman's share price, as well as those of JP Morgan Chase, Citicorps, Morgan Stanley, and Bank of America, will no doubt soar the basis of the final bill because their future profits are almost guaranteed. The pay of their executives and traders, and of the managers of hedge funds and private-equity funds they deal with, will likewise accelerate. In the short term the economy will benefit, at least to the extent financial entrepreneurship is now the apex of American wealth and innovation. But over the longer term we will be much weaker for it.

Congress has labored mightily to produce a mountain of legislation that can be called financial reform, but it has produced a molehill relative to the wreckage Wall Street wreaked upon the nation.

This post originally appeared at RobertReich.org.

 
 
 
 
 
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10:01 PM on 07/18/2010
This, as usual is great stuff from Robert Reich. He has no greater fan than I. How is it that the contemptuous greed of Wall Street is allowed to continue, knowing that sooner, or later it will bring the eventual downfall of our economy, our way of life and eventually our nation, its government and any future? We speak of traitorous acts in war. I see these acts more vile and destructive than any wartime act imaginable!
12:31 AM on 07/19/2010
You took the words right out of my mouth.
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HUFFPOST SUPER USER
Skeptical Patriot
10:45 AM on 07/18/2010
The laws of government are virtually never a substitute for the regulatory and rule making activities of government agencies. The government has the regulatory authority to "manage" the financial market. These backward looking regulatory frameworks that are meant to catch the next problem or regulate profit out the market rarely work. They presume that regulators are smart enough not to get caught in the cyclical nature of the market. Neither they, CEO's, or hedge fund managers have proven smart enough to guess the edge of market and react. Everything is obvious in 20:20 hindsight. The regulators have the authority but not the obligation (law) to carry out many reforms from better transparency to fines. It's the job of government to rely less on legislative crutches and simply do the right thing.

A good book on the market meltdown (written prior to the meltdown) is Richard Bookstaber's A Demon of our Design.
12:58 AM on 07/18/2010
President Obama knows that the financial reform legislation will not prevent another financial meltdown and bail-out.

The Congress knows that the campaign contribution money will continue to flow from Wall Street.

Wall Street knows that tax payers will cover their losses.

Yet the president and congress will claim victory for passing “historic reform”.
11:34 PM on 07/18/2010
Summed up very succinctly.
10:09 PM on 07/17/2010
Agree, but at least it's a start and got passed. Maybe it was just window dressing, but the consumer protections, I think, will have a real impact in a few years and maybe even make up for some of the other deficiencies. The exclusion of auto dealers was also another loop hole that could cause problems down the road. It IS a pretty good start though. Maybe we can get more later, especially if it can be shown that the same problems are developing again.
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jmpurser
See My micro-bio
12:14 PM on 07/18/2010
Corporate welfare like this bill and the "Health Care Reform" fiasco is not a "first step". It's a nail in the coffin of reform.
05:02 PM on 07/18/2010
Aw, don't be THAT pessimistic - there is some good stuff in it and it looks like it was the best we could get with this screwed up Congress.
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HUFFPOST SUPER USER
eternalscorpio1
just your average workin' man
09:08 PM on 07/17/2010
The one thing Mr Reich forgets to tell all the progressives waiting to attack this president, unfairly (again), is that Mr Reich's ideal version of this legislation would have gotten about 30 votes in the senate and probably would have not passed the house, there are not 60 Bernie Sanders in the senate and there never will be and sooner or later progressives and people like Mr. Reich (who was in government and should know better to push this rediculous idea of ideological purity in legislation that is making the left look silly and not ready for primetime like the teabaggers) need to realize this and accept it....And as for President Obama he is governing just as he campaigned as a left of center president who would expand the role of government in all phases of our lives without destroying or controlling the private sector as some people seen to want him to do, I believe that President Obama has done a fine job, certainly not perfect and with definite room for improvement, and I believe when all is said and done history will agree.....
12:18 AM on 07/18/2010
In your zeal to defend Obama and his centralist Democrats you miss the point. The progressives should force votes so that politicians can go on record as against regulation and for excessive compensation for bankers. This bill is a fake regulation bill because the rules have not been changed, bankers will continue to take excess risk. Regulators will enforce a law that is clear, they don't go out on a limb and make law (even if it's the right thing) because initiative as a government employee is not only not rewarded but can end up having negative repercussions . No bill would have been better than this bill since lack of reform would have outraged the public and perhaps a real regulatory bill might have emerged.

Reich said:
"But if history proves one lesson it's that regulators won't and can't. They don't have the resources. They don't have the knowledge. They are staffed by people in their 30s and 40s who are paid a small fraction of what the lawyers working for the banks are paid. Many want and expect better-paying jobs on Wall Street after they leave government, and so are shrink-wrapped in a basic conflict of interest."

Real change in this country is desperately needed and the middle class is going to blame the "change you can believe in" candidate for breaking his promise. Expect a Republican landslide because Obama did not turn out to be the serious reformer that we voted for.
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HUFFPOST SUPER USER
eternalscorpio1
just your average workin' man
12:48 AM on 07/18/2010
apparently someone else who was either not paying attention during the campaign or just heard what you wanted to hear, but Obama campaigned as a left leaning centrist and is governing as a left leaning centrist, and on what planet would no bill have lead to a stronger bill, that is rediculous, do you know what no bill would have actually lead to?....NO BILL, again it looks like the progressives have drinking the same kool-aid as the tea party.....
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Bankerrkt
He's making things worse.
05:04 PM on 07/17/2010
Thursday the President pronounced that "because of this [financial reform] bill the American people will never again be asked to foot the bill for Wall Street's mistakes." Oh well, I guess Barry didn't know about the Goldman settlement when he said that ...... NOT. The Americam people take it in the shorts again. Thanks PrezBO.
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therealist2000
The day We the People bring down Corporate America
04:55 PM on 07/17/2010
Indeed, Prof. Reich has nailed this one!
03:27 PM on 07/17/2010
Why does Robert Reich and the republican leadership always seem to be in agreement?
04:46 PM on 07/17/2010
They're not.

They're on OPPOSITE ends on the substance. I think your post is insulting to the intelligence of progressives who have pushed this president without success. we can about the country, not one man. When the election rolls around, we will probably gel. But, you have to accept our opinions for what they are: very patriotic.

The DLC has hijacked this party. We know that.

It's explaining it to others that's the hard part...
01:33 AM on 07/18/2010
No success would be to not attempt at all because the perfect bill as you see it would not have a chance to pass at all. This bill is a move in the right direction and should be celebrated. Sure you would think Robert and the repubs are on different ends of the spectrum but in the end its not the difference that matters to the larger public as to why they both oppose the bill it is that they are both in agreement that the bill is no good. My questions stands why does Reich and the republicans seem to always agree that these clear legislative victories for this administration are a bad thing.
12:31 AM on 07/18/2010
Question: Why are people like you so similar to the right wing republicans?

Because you support your party leaders 100%, right or wrong.

You people are like sheep and are no different regardless what party you claim allegiance to. Reich as usual is correct and you unfortunately don't understand what he is telling you. Or you are too blinded by unquestioning loyalty.

He is absolutely correct about how government regulators work, which is why this "reform" means nothing. This bill is for the most part, is a fraud. It's for people like you to believe that something got done while the thieves continue to plunder and pillage.

Your overpaid wall street bankers thank you.
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HUFFPOST SUPER USER
MeinNH
Ooooo Silly Me
03:23 PM on 07/17/2010
Just like Health Care Reform, Financial Reform is all smoke and mirrors....a bait and switch plan that does nothing for the American people and plenty for Corporations.....Why bother?
03:35 PM on 07/17/2010
So it is your contention that the HCR bill does nothing for Americans?
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HUFFPOST SUPER USER
MeinNH
Ooooo Silly Me
05:24 PM on 07/17/2010
No, what I am saying is that there is a lot of talk but in reality very little action that is helpful to Americans. I don't see a Public Option or better yet, Single Payer do you?
04:48 PM on 07/17/2010
HCR reform failed in the epic task to break the price fixing of the medical providers. PHRMA boondoggle was insulting.

We were offered a whole warm pie. What we got was a sliver of reform. I'll take it but again.....but.
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HUFFPOST SUPER USER
cadawa
03:01 PM on 07/17/2010
Incumbent Democrats are distorting the scope of this legislation. I just got a note from Louise Slaughter saying that "too big to fail" was over.
04:50 PM on 07/17/2010
You're right cadwa,

Too big to fail has been enshrined in the details of this bill. All the big banks can go to the Fed window to prevent a liquidity and solvency crisis. The only pushback is a suggestion that it can't be because of failed bets in derivatives. But, it's hard to prove at a mega-bank WHICH bet caused the solvency crisis and there is no procedure to determine it.

The loopholes are massive.
02:54 PM on 07/17/2010
johnnydajogger said: "No one seems to have a firm grip on what the scare phrase "too big to fail" actually means. "

Well I know, and I'll explain it. "Too big to fail" means that when there are profits, the bank pays bonuses to the CEO. When there are losses - the taxpayer is saddled with them. Taxpayer funded, low interest loans are guaranteed for the banks which are deemed TBTF. These banks bankrupt and swallow their honest competitors on taxpayer dime, and we end up being oppressed by a parasitic financial monopoly.

Now the big banks are getting free money from the FED RESERVE at 0% and they lend it back to the GOVERNMENT (that means to US) at 5%. The taxpayer is on the hook for the interest, huge sums of money are being sucked out of the economy!!! That's why we ended up with 3.5 Trillion deficit in 1.5 years. This is on top of the interest the banks get from credit cards, etc. This is how the banks repay their losses at our expense. It's a simple scheme, but party loyalty blinds people for the truth.
04:51 PM on 07/17/2010
well said
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HUFFPOST SUPER USER
MeinNH
Ooooo Silly Me
05:25 PM on 07/17/2010
Thank you and absolutely correct.
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HUFFPOST SUPER USER
mojo1514
02:02 PM on 07/17/2010
The pathetic rethug politician critters policy is to say no.

The pathetic dem. politician critters policy is to avoid being responsible for the last 18 months at all costs.

Borrowing (foreign) money, they are about to stop, and the printing press are the reasons the economy has not collapsed.
01:58 PM on 07/17/2010
wall street was a organized effort that someone gave the ok to do.I seen the new banks pop up and I said something fishy is going on.I seen people get homes I knew they could not afford and I know I was not the only one to recognize they couldn't afford it especially when interest rates move only up.
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nobillary1
12:58 PM on 07/17/2010
I, for one, think this Finance Reform bill is, at least, a START in solving one of our biggest problems. As the old saying goes, "Rome wasn't built in a day" and this "too big to fail" problem won't be solved overnight.

Robert, you're giving me the impression that you're actually a right-wing plant! Ever since President Obama was elected, you've done nothing but criticize. If you aren't part of the solution then you have no right to throw stones.
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bespoken
My micro bio is filled with emptiness
01:18 PM on 07/17/2010
I disagree entirely. Well thought through and informed critique is fundamental to exposing and understanding policy and legislation , don't you think? If the financial reform is essentially toothless, how will it serve to stave off the worst excesses of big banks in the future?
02:04 PM on 07/17/2010
I disagree.

The "Rome wasn't built in a day" in actually the ABA-banking propaganda to explain LACK of reform responsive to the crisis. This is what THEY say, especially to Democrats who don't know the ugly details of banking.

This was a bad bill in light of the crisis. It would have been a reasonable bill in 2006.
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HUFFPOST SUPER USER
nobillary1
03:37 PM on 07/17/2010
Since it took major tooth-pulling to get this one passed, how do you think a tougher one would have fared? It wouldn't have! Just like the crits about the Stimulus not being big enough, this Congress isn't going to pass any more than they have to. Both sides s**k when it comes to changing the status quo.

I firmly believe that the Finance Bill is a good start and will lay the groundwork for better regs in the future. That is, IF our beloved Senators and Reps ever come out of their comas and REALLY try to help the country, instead of just their jobs.
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HUFFPOST SUPER USER
DougDeWitt
progressive social-capitalist
12:44 PM on 07/17/2010
... and now that the Supreme Court has lifted limits on campaign contributions (corporate bribes to those running for office), the "too powerful to control" half of that assessment will be totally out of control.

Rather than our collectively throwing up our hands in despair, and giving in to a growing consensus that there is even more convincingly 'nothing any of us can do about it', however, We, the People must begin to look for perhaps a more practical, if more radical approach to finding a solution to this, as well as other social problems linked to our current political system.

If the Democratic-Republican, single-party political system, that now serves the electorate so very little, unable to serve two masters, trapped as it is in a system in which it serves the almighty corporate dollar, then perhaps it is once again time for the emergence of a new political party.

This necessity has resulted in the emergence of new political parties throughout the course of American history, though Never more than Now... It is time for us, for We, the People, to change the course of history once more, and wrest the reins of government from the grip of corporate money politics.
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bespoken
My micro bio is filled with emptiness
01:29 PM on 07/17/2010
Would that it were so simple. However, we've seen numerous attempts at this in recent years. Most recently, the so-called "Tea Party" (which is really nothing more than a bunch of far-right GOP ideologues). The uncomfortable fact is that it takes money - a sh*tload of it - to get anywhere close to the levers of power, and as you aptly pointed out, the Supreme Court has ruled that the right of corporate money and power trumps that of the people. It may be possible to launch a credible alternative to the establishment, but it'll take nothing less than a Herculean, concerted effort.

The above said, I agree with what you're saying.
02:47 PM on 07/17/2010
You're forgetting the stranglehold that the Dem/Repub party has on the pre-election process - most importantly with things like deciding who is allowed to participate in the Presidential and VP debates.

With most of the money behind this pair of parties coming from the same sources, you can expect strong and coordinated opposition by the Repub/Dem establishment to any serious talk about a third party (after all, having a third party would necessarily increase the expenses of the moneyed players by 50% since they'd now have a third bunch of candidates to pay off)