If the big banks fail, we risk systemic failure throughout the economy,
because every activity in our country depends on banking in some way. Just
imagine what would happen if ATMs and credit/debit cards all stopped working
one day. It would only take a day and there would be chaos. It would be nice
to think the banks could have gone through structured bankruptcy, but the
panic that would have caused could have had the same effect as if the banks
all shut down.

The automakers, on the other hand, are not tied to every facet of the
economy. They could go through bankruptcy, wipe out shareholders, union
agreements, pensions, etc. and continue to operate as long as the government
provided financing through a structured bankruptcy. I don't believe the spin
in some circles that Chaprter 11 for the automakers is either impossible or
so painful that it could never be contemplated.

Let me be more precise and revise my initial statement, though. I would be
OK with the government financing the automakers as a last resort if it
happened as part of a structured BK that wiped out all the burdens that have
been weighing them down for so long. I don't know if that is a realistic
proposal. The unions would fight tooth and nail to prevent pensions and
union agreements from being wiped out. Even if they were wiped out, the
unions would take the first opportunity they could to strike for a better
agreement, potentially putting the companies back into a similar position
they are in now. Certainly the health care and pension obligations being
taken off the books would help tremendously, but there would have to be some
argreement that the unions would stick to more modern benefit demands like
401K and health plans than pensions and health care for retirees. Those are
simply not sustainable benefits, as the $66 billion that GM has lost in the
last four years demonstrates.

Won had a pretty good explanation on another thread about the difference
between the banks and automakers, basically that the banks were facing a
short-term crisis, but the automakers have been facing long-term structural
problems with their companies for years, and the crisis just exacerbated the
problem.


On Wed, Nov 12, 2008 at 8:12 PM, Judah wrote:

>
> As I recall, you were fine with the government buying stakes in
> finance companies so long as they are non-voting shares. What's the
> difference here?
>
> Not that I'm in favor of either plan, but I'm genuinely curious what
> you think the big difference is.
>


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