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Stephen Herrington

Stephen Herrington

Posted: May 9, 2010 06:40 PM

Goldman Sachs Robbed the EU By Way of Greece

What's Your Reaction:

Membership in the EU comes at a price. That price is a limit on deficits. This aspect of the EU treaty was meant to insure the solvency of its member nations and so support the Euro currency itself. No member can unilaterally revalue its currency as it is, by treaty, an abstraction of the net worth of the various member's ability to back it. This severely limits the unilateral options for dealing with sovereign debt by member countries, which in turn opened up unusual opportunities for member countries to be exploited by international banking.

While there are treaty limits on debt incurred by member countries, there are no constraints on banks lending to them. What evolved in the Greek sovereign debt crisis is a massive short opportunity on the Euro, had you known it was developing. And who would know outside of Greek government and the banking and finance community like Goldman Sachs or JP Morgan?

The early banking intercessions that propped up the appearance of Greek solvency were likely simple and direct exploitations of an economy in distress. The New York Times reported in February:

Despite persistently high deficits, a 1996 derivative helped bring Italy's budget into line by swapping currency with JPMorgan at a favorable exchange rate...In what amounted to a garage sale on a national scale, Greek officials essentially mortgaged the country's airports and highways to raise much-needed money...A similar deal in 2000 called Ariadne devoured the revenue that the [Greek] government collected from its national lottery.

These deals were undertaken as accounting camouflage for debt as a sale or leveraged investment to obtain or protect membership in the EU. In Greece's case, it got out of control. Like a pay day loan operation, the debt deadlines were deferred again and again, and the practical cost of that debt is as unfathomable as the derivatives on which it was leveraged. It has been the most massive and sophisticated pay day loan scam in history.

By treaty, the EU is now obligated to loan to and otherwise support the Greek government in order to keep it in the union. So by feeding the logarithmic debt appetite built on snowballing usurious opportunism by global banking, Greece became a liability for the entire EU. Now the errant child is in such duress that it must beg the more solvent siblings for a bail out. The question is, who would have loaned to Greece without the certainties of backstop involved in the EU treaty? Puts one in mind of the relationship between AIG and Goldman Sachs with the U.S.A. as guarantor of both of their counterparty positions.

It's a whole new business model contrived in the cauldrons of "financial innovation". It operates with all the cravenness of the fabled Mexican jail. Take a hostage through peri-legal means in order to extort the family of the prisoner/hostage. Greece is the hostage and the EU is the family.

Greece is not so much an example of a failed socialist philosophy as it is an example of exploitation as rich in deceit as was the defrauding of this nation's pension and endowment funds with fraudulently rated securitized debt instruments. Greece's debt may have remained under control except for the collusion of banking and Greek government that then ran afoul of EU treaty accounting misadventures. The lesson in this is that even socialists need to be mindful of pay day lenders in a global capitalist system that does not care about consequences other than personal profit. Greece needed a global consumer protection agency on the nation state scale.

Someone will make money off of Greece's bailout or default, and you can bet that Goldman Sachs has shorted the Euro.

 
 
 
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uvymopka
The voice of truth, in a sea of Loons
05:24 PM on 05/11/2010
You have a leech society in Greece. You have a political class that wants to service the leeches so they continue to be reelected.
05:06 PM on 05/11/2010
Buying soverign debt from the weakest EU member, then shorting the Euro because you know they cannnot repay the loans is only the beginning for Goldman Sachs. Expect Goldman Sachs to avoid default on its Greek holdings by selling them to the IMF in a restructuring. When Greece defaults because it cannot actually cut spending and raise taxes, it will be the American and German taxpayers who pay.
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Craig2
Living in the great State of Jefferson
09:34 PM on 05/10/2010
Will Goldman Sacks and others of the "To Big To Fail" Clan do to collect their bounty? Hire Blackwater to attack Greece?
02:39 PM on 05/10/2010
I guess time will tell if the Euro turns out to be the fanciest derivative of them all....
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10:17 AM on 05/10/2010
Didn't anyone notice that, when this magical currency transaction happened on a digital computer somewhere in New York ... absolutely nothing happened to that airport? The delicious olives on all those trees did not dematerialize. The lovely coastlines that attract visitors did not vanish.

Not a single thing that is ==real== happened as a result of these "magical transactions" EXCEPT that the Government of Greece suddenly decided that it could no longer "afford to" do all of those ==real== things or to maintain those ==real== assets (which are still out there, by the way).

"Dollars," like "Euros," are not ==real== things. They are a medium of exchange. Transactions in currency have meaning only to the extent that they correspond to ==real== DOMESTIC production of ==real== things.

Wall Street bankers (and plenty of governments) are quick to proclaim that they are insanely rich! But... their "riches" can disappear in fifteen minutes, only to reappear in another fifteen. (Olive trees can't do that. Neither can airports.)

Meanwhile: all the rest of us are "forever buried in debt" ... to them, of course.

Take off your illusion spectacles before they kill you.
09:44 AM on 05/10/2010
"Who makes money when one borrows and doesn't pay it back?"

That's a deep and profound question. hmmm. I can't, for the life of me, figure out the answer to such a deep question. Who, who makes money when you borrow and don't pay it back?
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PharmaCan
Trying to make sense of it all
10:36 AM on 05/10/2010
Who makes money? The people who charge really high fees for putting the loan together, the people who sell the loans, the people who short the loans, the people who end up with the pledged collateral for bargain basement prices.

Profound? Here's a hint. If you say something profound, others will tell you. To declare yourself profound merely makes you appear immature.
11:12 AM on 05/10/2010
Donald Trump has a famous quote that explains it all;
"When you owe the Bank 50 Dollars, that is your problem. When you owe the Bank 50 Million Dollars, that is the Bank's problem."
Moral: Always gamble with other people's money.
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HUFFPOST SUPER USER
PierreLeClerke
09:13 AM on 05/10/2010
Always, Always, Always, follow the $$$$$$$$!!!!
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PierreLeClerke
09:11 AM on 05/10/2010
Cheif Inspector Clusou

Humpty Dumpty was pushed!!!

Those of U.S. that pay close attention have clearly observed the leverage applied to assure that the shot positions would be rewarded.
The same players that placed their bets against the housing market and the weaker governments, worked their magic money manipulations in the energy markets to guarantee their positions.

The most effective way to insure an individual, a company, a city, state or country will struggle or fail to meet it's obligations is to break it's budget.

The Wall Street wizards/banksters, cornered and horded vast portions of the energy futures market with the Enron model as their guide. They drove up energy costs at rates that could not be sustained by the vast majority of marginal borrowers, breaking budgets from kitchen tables to board rooms to city counsels to national assemblies far and wide.

Remember, everything you touch has an energy component contributing to it's cost, EVERYTHING!!!

When you have been assured by your well oiled insider government servants that regardless of the cost, your guarantors will be funded and no haircut to you will be required, whats the risk?

Humpty Dumpty was definitely pushed!!!
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HUFFPOST SUPER USER
PierreLeClerke
09:08 AM on 05/10/2010
Humpty Dumpty was pushed!!!

Those of U.S. that pay close attention have clearly observed the leverage applied to assure that the shot positions would be rewarded.
The same players that placed their bets against the housing market and the weaker governments, worked their magic money manipulations in the energy markets to guarantee their positions.

The most effective way to insure an individual, a company, a city, state or country will struggle or fail to meet it's obligations is to break it's budget.

The Wall Street wizards/banksters, cornered and horded vast portions of the energy futures market with the Enron model as their guide. They drove up energy costs at rates that could not be sustained by the vast majority of marginal borrowers, breaking budgets from kitchen tables to board rooms to city counsels to national assemblies far and wide.

Remember, everything you touch has an energy component contributing to it's cost, EVERYTHING!!!

When you have been assured by your well oiled insider government servants that regardless of the cost, your guarantors will be funded and no haircut to you will be required, whats the risk?

Humpty Dumpty was definitely pushed!!!
09:07 AM on 05/10/2010
Greece has always had these problems- if not Goldman Sachs.then something else not Greece's fault no doubt.
09:30 AM on 05/10/2010
True. But Greece's lunacy threatens the world economy. We need better economic regulation throughout the world to prevent the predators like Goldman Sachs from "sacking" us all.
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PierreLeClerke
09:38 AM on 05/10/2010
Too late!!

Consider yourself Sacked!!!!!
01:18 PM on 05/10/2010
Are you implying that GS somehow forced Greece to take these ridiculous loans?
ThatsTheTheWayItIs
religion, ideology, partisanship are delusional
08:26 AM on 05/10/2010
Goldman better "cover" that short on the Euro right away !!!! Euro is up big time.

Author had the misfortune of posting before $1T EU bailout, making much of it irrelevant.
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03:29 PM on 05/10/2010
Nothing's irrelevant yet, remember it took many many announcements, bailout packages, TARPs, quantitative easings, liquidity programs and industrial bailouts over the course of 1 1/2 years, before the US sub-prime based liquidity crisis finally ended.

Maybe the Euros have done enough, maybe not. one day of trading won't tell us the whole story.
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Craig2
Living in the great State of Jefferson
01:41 AM on 05/10/2010
So, the weak and needy EU Members went to the Wall Street Banksters and sold their sovereign wealth to appear solvent? Wow! This Gorilla Clan at their very best. I wonder what US assets have been sold off?
01:15 PM on 05/10/2010
I volunteer California to be sold off. It's hasn't been part of the US since the late 50's. They'd be happier, and the rest of us would be as well.
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Craig2
Living in the great State of Jefferson
09:28 PM on 05/10/2010
Throw in Oregon, ya got a deal!
11:07 PM on 05/09/2010
Shorts are needed in markets to weed out inefficiencies. Shorts play a contrarian view of the world, betting things go "bad." There is a great deal of inefficiencies in many of the southern EU economies such as Greece that went beyond the Greek government mortgaging the future income of public services to gain access to the EU. The bubble that has popped in Greece would happen sooner or later. Goldman Sachs however, has demonstrated an unethical approach to it's trading desk. Time after time they make deals with one party and turn around and bet against the same deal with shorts without letting anyone know of the counter trades.
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11:36 PM on 05/09/2010
yes yes, shorts provide a bottom if there isn't one. but shorts can kill a company, or in this case, indirectly through derivatives, almost kill a country. it's way to easy to manipulate as a short.

Investments should be about the future, long term, and long, not short. otherwise you end up with a country that values paper currency and lottery schemes over true manufacturing...that is, like U.S.
12:12 AM on 05/10/2010
Investments should be about long term prospects as you cite but many organizations/governmets fail to make those investments. They continue to make bad decisions at the expense of future prosperity. I would add governments or in this case companies with strong balance sheets and are truly innovative need not worry about "shorts."
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Craig2
Living in the great State of Jefferson
02:11 AM on 05/10/2010
If the party being "shorted" is a Nation then the Shortees must wish the Shortor ill will. Want them to fail. This ill will, will necessarily spill over into other of the many deals the Shortees negotiate and to the political contributions the Shortees make. In general every decision the Shortees make. If the Shortees are the "To Big To Fail" Wall Street Banksters, or other of their ilk, moving Billions, na Trillions, of dollars around like some mercurial cloud there is mischief afoot. If the Shortees can buy an number of politicians worldwide there is mischief afoot. I do not see a moral code in the "To Big To Fail" financial arena.
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Vladimira Lenina
02:40 AM on 05/10/2010
Define inefficiency, please.
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yasunari
Video meliora, proboque, deteriora sequor
06:13 AM on 05/10/2010
The inefficiency is proportional to the discrepancy between the theoretical model and the reality.
Since the model is naturally perfect, any failure to predict is necessarily caused by a defect in the reality...

And it's not even a joke...
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WoolStreet
10:56 PM on 05/09/2010
And they did it for their buddies in China
10:31 PM on 05/09/2010
The banks win again.

How are the other EU nations going to pay this back?