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Simon Johnson

Simon Johnson

Posted: March 11, 2010 08:36 AM

The Speech For Which We Have Been Waiting

What's Your Reaction:

For nearly two years now we have waited for a speech. We need a simple speech and a direct speech -- most of all a political speech -- about what exactly happened to our financial system, and therefore to our economy, and what we must do to make sure it can never happen again.

President George W. Bush apparently did not consider giving such a speech, and Secretary Paulson could never talk in this way. President Obama seemed, at some moments, close to making things clear -- when he talked on Wall Street in September and, most notably, when he launched the Volcker Rules in January. But President Obama has always come up short on the prescriptive part -- i.e., what we need to do -- and his implementation people still move as if there were lead weights in their shoes.

Without a definitive speech, there is no political reference point, there is no convergence in the debate, and there is not even any clarity regarding what we should be arguing about. Without the right kind of speech, there are just many lobbyists working the corridors and a lot of backroom deals that most people do not understand -- by design.

Thursday, hopefully, we should finally get the speech. Not - sadly - from the White House, not from anyone in the executive branch, and not even from within the Senate Banking Committee (although Senators Merkley and Levin took a big step today), but rather on the floor of the Senate.

On Thursday, Senator Ted Kaufman (D., DE) is due to deliver a strong blow to the overly powerful and unproductively mighty within our financial sector. He will say, according to what is now on his website,

  1. Excessive deregulation allowed big finance to get out of control from the 1980s -- but particularly during and after the 1990s. This led directly to the economic catastrophe in 2007-08.
  2. We need to modernize and apply the same general principles that were behind the Glass-Steagall, i.e., separating "boring" but essential commercial banking (running payments, offering deposits-with-insurance, etc) from "risky" other forms of financial activity
  3. We need size caps on the biggest banks in our financial system, preferably as a percent of GDP.
  4. We should tighten capital requirements substantially.
  5. And we must regulate derivatives more tightly - on this issue, he likes at least some of the steps being pushed by Gary Gensler at the CFTC.

To be sure, a speech is not legislation. And, as yet, this is just one senator's point of view. But because the administration so completely lost the narrative regarding what happened and why, there is now a free, open, and fair competition to explain what we need to do.

The lobbyists will still prevail on this round. But a big debate around the nature of our financial system is exactly what we need.

People who want to defend finance as-is now need come out of the woodwork. Senator Kaufman has set a very high standard. If you wish to oppose this agenda, speak clearly and in public about why we should not pursue exactly what the senator proposes.

If opponents of reform do not come out and argue the merits of their case, people will reasonably and increasingly infer that Senator Kaufman and his allies are right on all the substance.

Reform is blocked by a perverse combination of bankrupt ideology and deep-pocketed corporate interests. The only way to break through is to bring a lot of sunshine into the true affairs of finance -- including by speeches like the one we will hear Thursday.

 
 
 
 
 
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HUFFPOST SUPER USER
Middle Blue
What's a micro-bio?
11:28 AM on 04/06/2010
Nicely put.
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loki
cheap politicians for sale
11:43 PM on 03/14/2010
we will hear all the promises of reform and laws, and ivy greeders being punished for their wrong doings, up until the day after the elections. Just like we heard about Bush being held responsible for the war, and how Obama was going to help the working person, Universal health care, punishing wall street and more. Its all Campaign BS. But millions of moronic Americans will buy into it again, and re-elect the same life time politicians who do nothing for the citizens of the US , again.
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HUFFPOST SUPER USER
jcwtts1
Elections have consequences
11:55 AM on 03/14/2010
Here is why I disagree with Simon Johnson. Again. He seems, like many on the left, to be functioning under the belief that the president sees what is necessary and decides not to do it. That Obama sees the need for this speech, believes that it will help in the push for regulatory reform, and decided not to do it because he is either A) a coward, B) corrupt, C) a coward, or D) a coward. The white house hasn't lost the narrative of how we got into this mess, the White house thinks it is irrelevant a year in when they own the economy. Every time the President says, this is not my fault, more people think it is his fault. What Dr. Johnson doesn't seem to understand is that like everything else in the white house during an election year this is a political matter. One best served by other dems saying who is to blame. No one in American except progressive dems cares about blame. What we need is the votes to change the system and we don't quite have them yet. If the dems had listened to the President we would have had health care in the fall and we would be finishing Immigration now. Instead of second guessing the guy, who is usually right, back his play. Applaud the embattled senator from DE who probably needs a speech like this to raise his profile in his first election ever. And stop attacking the president
09:22 PM on 03/14/2010
great points
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HUFFPOST SUPER USER
Middle Blue
What's a micro-bio?
11:30 AM on 04/06/2010
I think Obama is the best political operative I've seen since Reagan.

Very smart.

Very well-planned.

I still think if he can find a way to change things, he'll do it.

Tough job, especially post-Bush.
scipio2009
Alan Wolfe's "The Future of Liberalism"
09:17 AM on 03/14/2010
If that, and the 5 points that you highlighted, is going to be the address that Sen. Kaufman is going to give on the Senate floor, then I'm in agreement with 4 out of those 5 points.

Tighten the rules that these companies work under, ensure that the companies have more of their own "skin" in the "game", work to make sure that our regulators can actually effectively regulate items, like credit default swaps, and make sure that the separation between mundane ordinary banking and financial speculation is separated; just also make sure that the government doesn't jump into the business of setting arbitrary caps for what they deem to be "too big" businesses.

If the rules are firmly put into place and implemented, the size question should take care of itself, period.
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HUFFPOST SUPER USER
wethepeople3884
in Order to form a more perfect union ...
03:54 AM on 03/14/2010
The people obama put in place to form or implement the policy are the same ones that either caused or failed to prevent the crisis.

Namely,

Geitner - current secretary of treasury who was a protege of ron rubin and became head of the NY federal reserve from 2003 to 2008 which is tasked with supervising and regulating the major financial institutions in NY. Obviously, his agencies failed to either prevent or curb the crisis.

Wolin - current deputy secretary of treasury who drafted gramm-leach-bliley act that repealed the glass-steagall act that ultimately led to the crisis.

Summers - former secretary of treasury and current director of economic advisory council who deregulated the risky derivitives that caused the crisis and hailed the repeal of glass-steagall which obama himself acknowledged led directly to the crisis (PLEASE READ COMMENT BELOW)
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HUFFPOST SUPER USER
wethepeople3884
in Order to form a more perfect union ...
03:54 AM on 03/14/2010
Bernanke - head of the fed who forced the bailout of AIG mainly to provide a backdoor bailout for the richest financial institutions in the world and those who already received substantial bailouts and likely participated in fraud with the merger of merrill lynch to bank of america.

Shapiro - chair of the SEC who has stated that she believes risky derivitives should not be regulated, Former chairwoman of the financial industry regulatory authority who missed numerous crimes against investors in her 3 years there including madoff who madoff said was a good friend

Apparently, Obama's decision on who to appoint as the leading regulators of the financial industry was not at all impacted by the financial crisis and subsequent great recession and his choices reflect more of the people that would have likely been chosen if their past leadership had not led to such miserable failures. Obama seems entirely ignorant of whatever they had done in the past outside of their illustrious resumes representing a giant disconnect between reality and such appointments.
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HUFFPOST SUPER USER
sueinmn
05:13 PM on 03/12/2010
Speeches mean nothing. Action means it all. Time to act. All they know how to do is talk but closed door deals are ruining this country ~~ whats left of it after Wallstreet took it.
HUFFPOST SUPER USER
dohnjeer
02:47 PM on 03/12/2010
When we speak about money, see how it looks 1 Billion Dollars In Cash

http://www.extravaganzi.com/1-billion-dollars-in-cash/
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HUFFPOST SUPER USER
Kelly Cloud
06:50 AM on 03/12/2010
Watching Elizabeth Warren on Morn. Joe, say "Obama had me at preditory lending". Lol Go Liz !! Get em!
06:33 PM on 03/11/2010
Thank you Professor Johnson for all your good work.

Senator Kaufman,

Thank you for your honesty in addressing the causes of the ongoing crisis and your expressed willingness to actually act on effective reforms...Especially your intention to get at the root in calling for a restoration of the firewall of Glass Steagall:

Please also work to:

Pass a functionally independent Consumer Financial Protection Agency and Fully Support Professor Elizabeth Warren's Reform Efforts.
Pass the Volcker Rule and Fully Support Chairman Paul Volcker's Reform Efforts.
Pass Strict Regulation of Derivatives--transparency--clearinghouses
End Off Shore Exemptions
End Naked Credit Default Swaps
End Black Box Trading
End Naked Short Selling
Pass a Windfall Profits Tax On Wall Street
05:12 PM on 03/11/2010
Ted Kaufman is right.

It will never happen.

Wall Street, Banks and Insurance companies own the US Congress and the Executive branch.

it's really that simple folks.

by the way, the next leg down of the Depression is starting. you'll see soon. sad to say.
03:33 PM on 03/11/2010
More fiery speeches? I've heard of them before. Like the health care reform, speech after speech, than a giveaway to the lobbyists...

"apply the same general principles that were behind the Glass-Steagall", boy, that's a mouthful. Translation, we'll talk Glass-Steagall but we'll do a giveaway as usual. Loopholes galore, all 30,000 pages of it.

The real issue is this: Does either party do something to decrease the rampant corruption and special interest giveaways? Do they plan to outlaw lobbying? No of course, they simply fight to divide the pie between their own friends, but the majority of those are common anyway... There is absolutely no reason for any elected official to serve his constituents. The lobbyists can deliver more and faster especially via some kick-back gaming.
04:48 PM on 03/11/2010
outlaw lobbying? are you serious? there's something called free speech.
fiery speeches? have you read the guy's speech? it's as boring as banking should be and used to be. it's level-headed, clear, comprehensive, and on the money. it should be encouraged.
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Eris23Skidoo
Dischordian Keynesian
10:16 PM on 03/11/2010
Cynicism is ugly. Here's a guy, Kaufman, trying to make a difference and you just spit in his face because you've given up hope. You might as well just off yourself if you have no hope. Lobbying is protected by the 1st Amendment. That is not to say that bribery should be legal, but citizens also lobby their rep's. In fact, anybody ever talking to their representative fits the definition of "lobbying". Writing a letter, protesting, these are all forms of lobbying. I guess we could all just shut the hell up and live in an authoritarian dictatorship. Would THAT make you happy? Wake up and smell the cat-food.
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inthedesert
Those who never question will fall for anything.
03:12 PM on 03/11/2010
Something tells me he is NOT up for re-election anytime soon..otherwise this would be political suicide And, yes, I agree with several comments here: Obama is going to be a one-termer and if we get a right wing nutcase in the White House next time there's no telling how many more freedoms we will lose, how many more wars will be started in the name of fighting terrorism and much, much more.
It's actually pretty scary.
04:49 PM on 03/11/2010
actually he never even ran for the office. he was appointed by the Gov of Delaware to replace Biden. That shows what you can get when you take campaign financing out of the equation. Someone with a brain saying the right thing. What a refreshing breeze blowing through the Senate.
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Eris23Skidoo
Dischordian Keynesian
10:17 PM on 03/11/2010
Mr. Smith Goes to Washington....
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lthuedk 1
Artist, Political Imagery
03:11 PM on 03/11/2010
The question is: Will Obama take these recommendations seriously, or will they pass through a DLC filter?
03:09 PM on 03/11/2010
I couldn't figure out how this guy had the smarts and the kahunas to make this speech. Turns out, he wasn't elected - he was appointed by the governor to replace Biden. So...he didn't have to raise any campaign money.

See what happens when you take campaign donations by Wall Street firms out of the picture?