Thought this was pretty good, Arthur.

 

Essentially, Greenspan, Bernanke, and Summers, can’t count!

 

He didn’t spend a lot of space in his tales of bubbling on the fact that while 
some people lose, other people win, though the point is made that the dot.com 
crash may have been positive with the success of Amazon, Google, Yahoo, E-Bay, 
and suchlike.

 

But, it’s like a poker game played upstairs. The same amount of money comes 
down as went up – but now is in different hands. 

 

The people who came downstairs with the money in the real estate crash were the 
landholders.

 

After the crash, the home-owners lost out. The banks held mortgages with land 
as collateral and land values dropped so they lost out. 

 

The landholders spent the summer in the Bahamas.

 

The big landholders bought begin to buy back land at lower prices making a good 
profit, but that’s what always happens at the bottom of the so-called “business 
cycle” and leads to the land ownership concentration that is evident everywhere.

 

Harry

 

From: [email protected] 
[mailto:[email protected]] On Behalf Of Arthur Cordell
Sent: Thursday, August 05, 2010 12:19 PM
To: 'RE-DESIGNING WORK, INCOME DISTRIBUTION, EDUCATION'
Cc: [email protected]
Subject: [Ottawadissenters] FW: paper on technology manias and gullibility

 

  

This paper might be of interest to some.

Arthur
=========================

http://www.dtc.umn.edu/~odlyzko/doc/mania03.pdf

Bubbles, gullibility, and other challenges for economics,
psychology, sociology, and information sciences

Andrew Odlyzko

School of Mathematics
and Digital Technology Center
University of Minnesota

[email protected] <mailto:odlyzko%40umn.edu> 
http://www.dtc.umn.edu/~odlyzko

Preliminary version, August 5, 2010

ABSTRACT

Gullibility is the principal cause of bubbles. Investors and the
general public get snared by a "beautiful illusion" and throw caution to the
wind. Attempts to identify and control bubbles are complicated by the fact
that the authorities who might naturally be expected to take action have
often (especially in recent years) been among the most gullible, and were 
cheerleaders for the exuberant behavior. Hence what is needed is an 
objective measure of gullibility.

This paper argues that it should be possible to develop such a
measure. Examples demonstrate, contrary to the efficient market dogma, that in
some manias, even top-level business and technology leaders do fall prey to 
collective hallucinations and become irrational in objective terms.
During the Internet bubble, for example, large classes of them first became
unable to comprehend compound interest, and then lost even the ability to do
simple arithmetic, to the point of not being able to distinguish 2 from 10.
This phenomenon, together with advances in analysis of social networks and
related areas, points to possible ways to develop objective and quantitative
tools for measuring gullibility and other aspects of human behavior implicated
in bubbles. It cannot be expected to infallibly detect all destructive
bubbles, and may trigger false alarms, but it ought to alert observers to 
periods
where collective investment behavior is becoming irrational.

The proposed gullibility index might help in developing realistic
economic models. It should also assist in illuminating and guiding decision
making.

----------------------------------------------------------
-----

The previous three papers in this series are available at:

1. Collective hallucinations and inefficient markets: The British
Railway 
Mania of the 1840s

http://www.dtc.umn.edu/~odlyzko/doc/hallucinations.pdf

2. This time is different: An example of a giant, wildly speculative,
and 
successful investment mania, B.E. Journal of Economic Analysis & Policy,

vol. 10, issue 1, 2010, article 60 (registration required)

http://www.bepress.com/bejeap/vol10/iss1/art60

preprint available at:

http://www.dtc.umn.edu/~odlyzko/doc/mania01.pdf

3. The collapse of the Railway Mania, the development of capital
markets, and 
Robert Lucas Nash, a forgotten pioneer of accounting and financial
analysis

http://www.dtc.umn.edu/~odlyzko/doc/mania02.pdf

----------------------------------------------------------
-----

Source materials for the Railway Mania and the Internet bubble are
available
at the web pages

http://www.dtc.umn.edu/~odlyzko/rrsources/

and

http://www.dtc.umn.edu/~odlyzko/isources/

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