> Jochem wrote:
>

Lots of stuff here so I'll just number responses:

1.) You're just restating the problem over and over: falling asset
prices.  We agree, but what about the solution?

2.) You're not offering any solution, nor is Buiter beyond "do
nothing, it'll cause you problems down the road."

3.) "Crowding out private investment ..." is BECAUSE of falling asset prices.

4.) There's no problem for the US gov't in borrowing money right now,
so we can easily finance the stimulus.

5.) It's BOTH raising taxes AND lowering spending, but Buiter makes a
good point that we don't have a great track record there and even if
we didn't have this crisis the future doesn't look good.

At the end of the day you either think we need to stop falling asset
prices incurring downstream problems, or you think the downstream
problems are more worrisome than the effects of falling asset prices.

I fall into the first camp.  And I would offer that it might be a tad
bit easier to be in camp #2 when you're in another country.

That being the case, Buiter is awesome IMO and he studied under Tobin
who basically predicted this back in 1984:

"I [suspect] we are throwing more and more of our resources, including
the cream of our youth, into financial activities remote from the
production of goods and services, into activities that generate high
private rewards disproportionate to their social productivity. I
suspect that the immense power of the computer is being harnessed to
this 'paper economy', not to do the same transactions more
economically but to balloon the quantity and variety of financial
exchanges…I fear that, as Keynes saw even in his day, the advantages
of the liquidity and negotiability of financial instruments come at
the cost of facilitating nth-degree speculation which is short-sighted
and inefficient.

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