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Simon Johnson

Simon Johnson

Posted: March 4, 2010 09:30 AM

Questions For Mr. Pandit

What's Your Reaction:

Today, perhaps following our earlier recommendation, Mr. Vikram Pandit -- CEO of Citigroup -- will appear before the congressional oversight panel for TARP. (Official website, with streamed hearing from 10am).

This is an important opportunity because, if you want to expose the hubris, mismanagement, and executive incompetence -- let's face it -- Citi is the low hanging fruit.

Citibank (and its successors) has been at the center of every major episode of irresponsible exuberance since the 1970s and has essentially failed -- i.e., became insolvent by any reasonable definition and had to be saved -- at least four times in the past 30 years (1982, 1989-91, 1998, and 2008-09).

In the last iteration, Citi was guided by Robert Rubin -- self-styled guru of the markets and sage of Washington, a man who likes to exude "expect the unexpected" mystique -- directly onto the iceberg at full speed.

Mr. Pandit was brought in by Mr. Rubin to refloat the wreckage, despite the fact that he had no prior experience managing a major global bank. Mr. Pandit's hedge fund was acquired by Citi and then promptly shutdown. And Mr. Pandit's big plan for restructuring the most consistently unsuccessful bank -- from society's point of view -- in the history of global finance: Reduce the headcount from around 375,000 to 300,000.

Here are five questions the FCIC should ask. This line of inquiry may seem a bit personal, but it is time to talk directly about the people, procedures, and philosophy behind such awful enterprises.

  1. As far as anyone can judge, Mr. Pandit, you are completely unqualified to restructure and run a disaster prone global bank. Can you please explain in detail how you got the job?
  2. Your hedge fund. Old Lane Partners, was closed by Citi in June 2008. Please elaborate on why it was closed, including how much money you lost on what kinds of securities. (Hint: follow the NYT through the sad story.)
  3. Please review for us the details of your promised compensation package and how much you have actually received -- including cash, deferred compensation, stocks, and perks (including executive jet travel, valued at market rates); do not forget your chunk of the Old Lane deal. How much taxpayer money has been injected into Citi and on what basis?
  4. Of course, as you understand full well, the true cost to society of Citi's misdeeds is vastly more than the direct taxpayer injections of capital. Please tell us - as specifically as you can - what other burdens Citi has generated for the rest of us. (Hint: there is a right answer here, which includes more than 8 million jobs lost since December 2007, a 30-40 percent increase in net government debt held by the private sector, and much higher taxes for everyone in the future.)
  5. Mr. Pandit, your proposed restructuring plans simply make no sense; there is nothing you have put on the table that would reduce the risks posed by Citi to the national interests of the United States. Even John Reed, the man who built Citi as a global brand, now says that it should be disbanded. There is no evidence - and I mean absolutely none - for economies of scale in banks over100bn in total assets. Richard Fisher, head of the Dallas Fed, calls for immediate action on this front; please explain to us why the Fed should not move immediately to apply his recommendations to Citi - surely, the safety and soundness of the financial system is on the line.

And if Mr. Pandit replies, in response to point 5, "you need Citi because other countries have large banks," he should be laughed out of court. Just because other countries do things badly and refuse to address their underlying issues has never stopped the United States from fixing its problems. The basis of this republic is our ability and our right to govern ourselves.

We should thank Mr. Pandit and his colleagues at Citi for their service and move immediately to break up the bank - just as our predecessors thanked Mr. Rockefeller and broke up Standard Oil in 1911.

Cross-posted from The Baseline Scenario.

 
 
 
 
 
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12:44 PM on 03/10/2010
Mr. Johnson stirs it up once again. Read more from him ... http://bit.ly/prosynjohnson
HUFFPOST COMMUNITY MODERATOR
pfrogger
10:35 PM on 03/04/2010
these stories don't even faze me anymore. part apathy, part acceptance at the decline of the American middle class and the rise of the American oligarchy.
the politicians and the like feign concern and in the end nothing is done. all talk, no action. not surprising since they have been bought and sold many times over.
and the rest who flail around at learning of whatever new outrageous act the oligarchy has perpetrated seem like helpless fish finding themselves in the desert and gasping for breath and flailing with their last bit of strength, uselessly. the gain for them is in the many trillions, not billions. and all from the taxpayers. money that could have gone to education, infrastructure, healthcare, and a host of other programs to benefit the average American, instead of the very few at the top.

well in case you missed it, the war is over. they won. all this pretense of activity is for the masses, uneducated and/or in denial. keep telling yourself that America is the greatest country in the world. just click your heels together and keep repeating the same tired mantra.
10:01 PM on 03/04/2010
The left and the right need to unite against our common enemy, Wall Street, mega corps and their lackeys in gov't. Otherwise we are doomed
10:34 PM on 03/04/2010
That would be a good plan, except the Right is more naturally inclined to protect, enrich and empower, rather than vilify, Wall Street and Mega Corps.
06:12 PM on 03/04/2010
oh yah greece was the test by Goldman Sachs for america article said. only it was the test via a bank fronting for china according to it. wrong ? hey we will see .
06:09 PM on 03/04/2010
I was reading where, Pandit is working for india and Goldman Sachs now a front for china and goldman is the worst traitors. seems logical and articles claim they are all set up to be running things from china and india once they destroy american people and congress from within. INTERESTING really
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HUFFPOST SUPER USER
ScottV
Missouri Yellow Dog Dem
03:53 PM on 03/04/2010
So why not Pandit, so called financial giants have caused this bank to fail include Wriston, Reed, and Weill just to name a few so why not let Pandit try it, considering his expertise is in Risk Management what do they have to lose.
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TheRLeePost
A 'blue' Southerner
02:04 PM on 03/04/2010
Should anyone know of a sharp and conscientious attorney in Georgia, who enjoys a legal challenge, I have a civil suit against CitiBank/CitiGroup for their part in destroying the market for my product, a common law tort of interference in business prospects.

They fired the first legal shot, thinking it worthwhile to sue a newly minted pauper for some debt from a revolving credit account, thus I counter sued, and I am trying to keep it alive in the Georgia court system, which is not to be confused with anything resembling a justice system.

Citi had its hands in both groups of guilty scoundrels who created the mortgage bubble, having two units, Citi Mortgage and Citi Financial, who issued mortgages, the latter specifically concentrated on the sub-prime market. Meanwhile, its investment unit, foolishly bought up the time-bomb mortgages, giving incentives to lenders to produce more and more of those products. Of course Citi was paying big bonuses to those investment managers to produce great immediate results, which they did long enough to get their bonuses.

Citi and others who participated in the fraudulent issuance of millions of mortgage loans and thus a surge in homes sales, knew that the bloat would produce a like increase in supply and eventually the bubble would pop and create a huge gap in supply and demand.

They are as guilty of ruining my business as if they were firing shots at potential buyers.

-RLee
http://therleepost.blogspot.com
01:40 PM on 03/04/2010
Did they conspire?
We need to find out!!

Did Hank Paulson Break the Law?

When Paulson and the firm's execs got together at the Moscow Marriott Grand Hotel, the Treasury secretary gave the Goldman Sachs crew his read on what was happening with the economy and his department's effort to prepare for handling failed banks. He also previewed for them an important speech he would soon deliver. That is, he privately shared his views on matters of direct interest to his old firm. And as Sorkin points out, Paulson had at this point never provided such a briefing to any other company (except for once "briefly dropping by" a cocktail party for the board of BlackRock).

motherjones.com/.../10/hank-paulson-goldman-sachs-secret-meeting - Cached Blackrock...thats anouther gang of criminals.They have oversite on TARP...
01:25 PM on 03/04/2010
Rubins,Summers,Geithner and Bernake know exactally what they are doing.They planned it.This is no accident.And its not just U.S.
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01:16 PM on 03/04/2010
I am not hearing any screaming from the Republicans when it comes to CORPORATE WELFARE like we've seen here with Citigroup.

The Republicans have been too destructive for this nation. It's time we vote every single one of them out of office AND those corrupt Democrats as well.
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jackhole
The most loved blogger on this site... ever!
01:41 PM on 03/04/2010
x2
HUFFPOST COMMUNITY MODERATOR
pfrogger
10:38 PM on 03/04/2010
and which corrupt Dems would you be referring to? in case you haven't noticed most Dems are awash in the same lobbying money and legalized bribery that the Repubs are.
those Dems? that would pretty much be all of them. the differences between Dem leadership and Repub leadership are fewer every year. they both tell their masses what the masses want to hear. but in the end nothing is done except for what the corporations want.
01:15 PM on 03/04/2010
Where is Sandy Weill???The crook???
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HUFFPOST SUPER USER
joetrade
biography
01:11 PM on 03/04/2010
The most dangerous aspect to the American and perhaps the world economy is the concept of "Too Big to Fail"and the implied guarantee that the US Treasury will bail out these banks future trading losses.
01:18 PM on 03/04/2010
Giethner is counting on it.

Why let the too big to fail get bigger?Why let the derivatives market have its black boxes?Why allow the banks to borrow at 0% interest and buy US bonds?
07:07 PM on 03/04/2010
Because the Obama administration is dependent on the banksters to blow another bubble to give us a positive GDP and to hell with the workers, poor and middle class.
01:10 PM on 03/04/2010
The bankers have a 550 TRILLION dollar derivatives bubble to hold over governments heads.
Theyll get what they want.
This is economic terrorism.
Layman23
Do we want to live in the past?
01:21 PM on 03/04/2010
"Economic Terrorism"... Perfect !
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HUFFPOST SUPER USER
TaiJi2
01:37 PM on 03/04/2010
Where's that number from? It's astounding, if it's accurate?
01:55 PM on 03/04/2010
The Bank of International Settlements, which seems to be the only institution that tracks the derivatives market, has recently reported that global outstanding derivatives have reached 1.14 quadrillion dollars: $548 Trillion in listed credit derivatives plus $596 trillion in notional/OTC derivatives.

Yes, that is Quadrillion. One and 15 zeroes!
jutiagroup.com/.../global-derivatives-market-now-valued-at-114-quadrillion/ - Cached - Similar
01:57 PM on 03/04/2010
Nobel prize- winning economist says tear up all CDS and ...
Mar 12, 2009
All 550 trillion dollars worth of CDO's, SIV's, and Credit Default Swaps? ... As such, he is hardly in favor of tearing up all derivatives. ...
www.democraticunderground.com/discuss/duboard.php?az...all... - Cached
01:04 PM on 03/04/2010
A company does as well as its CEO. From all accounts I've read and the complaints about Citi, Mr. Pandit does NOT have the qualifications to be a CEO. He does not answer phone calls; refuses to answer consumer inquiries; has taken no initiative to have mortgages restratified to help homeowners, hides in his office...bottom line, the man doesn't have a clue.

There's a website filled with nothing but consumer complaints about Citi yet they've done absolutely nothing. Anyone shopping for a mortgage should steer clear of this company. You'll regret it. We had a natural disaster and it took 6 mos. just to get our checks released to pay our contractors. We kept sending in the same forms over and over and over again.

I know a mortgage broker who hit hard times due to the economy. Citi refused to help him modify his mortgage. You'd think instead of foreclosing on so many homes, they'd remodify to keep their business in good standing.
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02:32 PM on 03/04/2010
You quite miss the point. Mr. Pandit - while not at all qualified to be the CEO of any bank of any size - is certainly outstandingly qualified to be a scapegoat, the "fall guy". And for this, he was chosen with meticulous care.
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firecracker0311
I am disturbed by your lack of faith in the force.
01:03 PM on 03/04/2010
CIti has a trading floor in my building and those clowns??