-Caveat Lector-   <A HREF="http://www.ctrl.org/">
</A> -Cui Bono?-

Catherine is former Assistant Secretary of Housing-Federal Housing
Commissioner-HUD/Bush
Administration

Dave Hartley
http://www.Asheville-Computer.com/dave


 -----Original Message-----
From:   Catherine Austin Fitts [mailto:[EMAIL PROTECTED]]
Sent:   Monday, January 31, 2000 12:55 PM
Subject: Drugs, The War on Drugs, & The Investment Model

Recent posting have described the importance of the drug business to
traditional formation of capital. This model that uses genocide to fuel
venture capital has become intimately connected to the stock market.
Developing a model that bests it will require transparency that illuminates
the relationships. One of the important lessons I learned dealing with HUD
enforcement was the giant sucking sound that prisons stocks traded on a per
bed basis and Section 8 property management companies traded on a per unit
and mortgage banking companies traded on mortgages originated were making to
fuel the conversion of HUD into a financial fraud and enforcement center.

Nothing fuels government policy more that large capital gains on
management's stock options which translate into large donors. Yesterday,
NYTimes coverage of GW Bush  said the largest donors were

1. Retired individuals
2. Law Firms
3. Real Estate

Fits with the HUD story perfectly. The Bush's  have gotten  to where they
have gotten by helping their friends get out at the market top in the 80's
and 90's both.

============================================================================
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SOLARI



Letters to the Editor
New York Times
[EMAIL PROTECTED]

Tim Egan's Article on Prisons, March 7, 1999
Ladies and Gentlemen:
Thank you for Tim Egan�s article on prisons. It was an excellent summary of
the growth in the US prison population over the last two decades. A welcome
follow up might be an exploration on how the money works on prisons.
The federal government has promoted mandatory sentences and taken other
steps that will increase the overall prison population to approximately 3
million Americans as recently legislated policies finish working their way
through the sentencing system. This means that approximately 10-15 million
Americans will be under the jurisdiction of the criminal justice system from
arrest, to indictment, to trial, to prison, to probation and parole.
The enactment of legislation ensuring the growth of prisons and prison
populations has been a bipartisan effort. Republicans and Democrats alike
appear to have found one area where we can build consensus for substantial
growth in government budgets, staffing levels and media attention. Indeed,
during this period, the number of federal agencies with police powers has
grown to over 50, approximately 10% of the American enforcement bureaucracy.
This is further encouraged by federal laws permitting confiscation of assets
such as homes, cars, bank accounts, cash, businesses and personal property
that can be used to fund federal, state and local enforcement budgets.
One way to look at the financial issues involved is to view them from the
vantage point of the portfolio strategists of the large mutual funds. We
have approximately 250-280 million people in America. The question from a
portfolio strategist standpoint is what productive value will each one be
creating in companies and communities and how does that translate into flow
of funds that then translate into equity values and bond risk.
The prison companies are marketing one vision of America with their prison
and prisoner growth rates, while the consumer companies are marketing
another. The two are not compatible. CCA�s assumptions regarding the growth
in arrests and incarceration can not be true if Fannie Mae�s, Freddie Mac�s
and Sallie Mae�s assumptions about homeownership and college education rates
are. We, the people, cannot refinance our mortgages or buy homes or raise
our children and send them to college if we are in jail. Meantime, the
municipal debt market is also facing conflicting positions. If prison bonds
are a good investment, then some general obligation bonds may in trouble.
We, the taxpayers, can not support the debt: we are no longer taxpayers. We
have become prisoners. Whatever we are generating in prison labor, it is
certainly not enough to pay for the $154,000 per prisoner per year costs
indicated for the full system by the General Accounting Office.
It would be very illuminating to get the rating agencies and the ten largest
mutual funds together in one room for an investor roundtable to discuss
pricing levels on the investment of our savings that is internal to their
portfolios and ratings. We would compare equity valuations and growth rates
of:
�       companies who make money from the American people losing productivity
�       companies who make money from helping the American people grow more
knowledgeable and productive. We are investing in two different visions that
can not both come true.
We could then calculate which was going to succeed, and what the integrated
pricing level would be. Better yet, what could happen that would make the
most money for the investment community. The question is which vision is
best for we, the equity investors of America? And why are investors assuming
both win as they price their stocks and bonds?
It is critical to look at prison policy from the standpoint of maximizing
return on equity investment. It would be a terrible thing, while I can no
longer pay taxes or buy a house or send my son to college because I am in
prison, if my vested pension benefits were wiped out by the time I
re-entered society. It is bad enough that my life savings are being invested
in companies that make money from promoting that me and my family should be
arrested and incarcerated. It would be worse if I and my family were broke
because companies that make money from loss of productivity turned out to
also be a bad investment.
Such a roundtable might make for a great New York Times article. If you are
willing to take it on, Solari would be happy to assist your staff by
contributing background analytics on how the money works in prisons.

Sincerely Yours,

Catherine Austin Fitts
President
Solari, Inc.
[EMAIL PROTECTED]

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