Forgot the link:)

http://www.washingtonpost.com/wp-dyn/content/article/2008/10/19/AR2008101901416.html

On Mon, Oct 20, 2008 at 4:21 PM, Sam <[EMAIL PROTECTED]> wrote:
> Is Capitalism Dead?
> The market that failed was not exactly free.
>
> IS THIS the end of American capitalism? As financial panic spread
> across the globe and governments scrambled to contain the damage,
> reality seemed to announce the doom of U.S.-style free markets and
> President Bush's ideology. But this is wrong in two ways. The
> deregulation of U.S. financial markets did not reflect only the narrow
> ideology of a particular party or administration. And the problem with
> the U.S. economy, more than lack of regulation, has been government's
> failure to control systemic risks that government itself helped to
> create. We are not witnessing a crisis of the free market but a crisis
> of distorted markets.
> This Story
>
> It's true that the Bush administration has stood for light regulation
> of capital markets. But it did not invent this approach. By the middle
> of the last decade, experts across the spectrum believed that U.S.
> financial institutions faced outmoded restraints on their ability to
> innovate. Thus, the Clinton administration, supported by then-Federal
> Reserve Chairman Alan Greenspan, refused to tighten regulations on
> financial derivatives, memorably dubbed "financial weapons of mass
> destruction" by Warren Buffett. The 1999 repeal of the Glass-Steagall
> Act, a Depression-era law separating commercial banking and investment
> banking, passed with overwhelming bipartisan support in Congress and
> was signed into law by President Bill Clinton.
>
> We'll never know how this newly liberated financial sector might have
> performed on a playing field designed by Adam Smith. That's because
> government interventions of all kinds, from the defense budget to farm
> supports, shaped the business environment. No subsidy would prove more
> fateful than the massive federal commitment to residential real estate
> -- from the mortgage interest tax deduction to Fannie Mae and Freddie
> Mac to the Federal Reserve's low interest rates under Mr. Greenspan.
> Unregulated derivatives known as credit-default swaps did accentuate
> the boom in mortgage-based investments, by allowing investors to
> transfer risk rather than setting aside cash reserves. But government
> helped make mortgages a purportedly sure thing in the first place.
> Home prices seemed to stand on a solid floor built by Washington.
>
> Government support for housing was well-intentioned: Homeownership is
> a worthy goal. But when government favors a particular economic
> activity, however validly, it must seek countervailing control to
> ensure the sustainable use of public resources. This is why banks must
> meet capital requirements in return for federal deposit insurance.
> Congress did not apply this sound principle to Fannie Mae and Freddie
> Mac; they were allowed to engage in profitable but increasingly risky
> activities with an implicit government guarantee. The result was that
> taxpayers had to assume more than $5 trillion of their obligations.
> Contrast U.S. experience with that of Canada, where there is no
> mortgage interest deduction and the law requires insurance on any
> mortgage over 80 percent of a home's purchase price. Delinquency rates
> at Canada's seven largest banks are near historic lows.
>
> The new capitalist model that emerges from this crisis must operate
> according to more consistent principles. The Fed should set interest
> rates with the long-run value of the dollar in mind. Government must
> be more selective about manipulating markets; over the long term,
> business works best when it is subject to market discipline alone. In
> those cases -- and there will and should be some -- in which
> government intervenes on behalf of social goals, its support must be
> counterbalanced with taxpayer protections and regulation.
> Government-sponsored, upside-only capitalism is the kind that's in
> crisis today, and we say: Good riddance.
>

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