Begin forwarded message:

> From: de Bivort Lawrence <[email protected]>
> Date: June 4, 2012 11:27:47 AM EDT
> To: [email protected]
> Subject: Re: [Futurework] [Ottawadissenters] A little more on the Euro
> 
> Thanks, Ed,
> 
> I understand the interconnected nature of the financial industry. In part, if 
> I am not mistaken, it is a result of individual financial institutions 
> wanting to lay off risk by selling debts to others (and sometimes 
> misrepresenting the value of those debts to the buyer).  The 
> interconnectedness is, as I understand it, a matter of financial strategy and 
> choice.
> 
> So let's say that the general consequence, from your note, of a borrowing 
> country defaulting is that other potential lenders will not want to lend to 
> the defaulter. You ask what this might mean to the peace, stability and 
> living standards of the defaulter.   I would guess that the stability and 
> living standards would suffer. I doubt that "peace" would be affected, but I 
> may be misunderstanding what you mean by this term.  
> 
> So with regard to the stability and living standards of the defaulter, which 
> -- yes -- would suffer int he case of a default, I'll ask another naive 
> question: so what?  I have a friend who once cheerfully told me that she had 
> considerable personal savings. Later, she disclosed that she also had 
> considerable debt, which exceeded her "savings." And yes, her standard of 
> living dropped for a while as she both used those savings and a larger 
> portion of her income to rid herself of those debts.  The key point is that 
> while she rejoiced in the size of her savings, it was a deluded joy: in fact 
> she had few net assets. She could have kept on running up debt, and enjoyed a 
> delusional higher standard of living, but this only exacerbated her 
> situation, given her need to service her debt.
> 
> Is it not the same with Greece? If the Greek people, collectively, have been 
> living beyond their means, is this not a delusional financial stance?  Does 
> enjoying a higher stander of living temporarily outweigh in terms of social 
> values the accumulation of greater and greater debt and its concurrent 
> service obligations?  My friend did not expect anyone to take pity on her; 
> she simply knuckled down and accepted the temporary diminishment of her 
> standard of living.  Why not Greece?
> 
> Cheers,
> Lawry
> 
> 
> On Jun 3, 2012, at 10:41 AM, Ed Weick wrote:
> 
>> 
>>  
>> ----- Original Message -----
>> From: Ed Weick
>> To: RE-DESIGNING WORK, INCOME DISTRIBUTION,EDUCATION
>> Sent: Sunday, June 03, 2012 10:38 AM
>> Subject: Re: [Futurework] [Ottawadissenters] A little more on the Euro
>> 
>> A couple of points, Lawry.  One is that the banking system is highly 
>> connected internationally.  To lend money to the Greek or Spanish 
>> governments, Greek or Spanish banks borrowed money from banks in other 
>> countries.  The impact would likely be similar to that of the American 
>> sub-prime mortgage crisis of some four years ago.  Via the widely traded 
>> Consolidated Debt Obligations it was not only American banks that lost a lot 
>> of money, but foreign banks as well.  I think defaults by the highly 
>> leveraged members of the EU would have a much larger negative impact than 
>> the sub-prime crisis.
>>  
>> The other point is that the EU governments of Greece, Italy, Spain, Ireland 
>> and perhaps others (France?) have kept themselves going by borrowing huge 
>> sums of money.  If they defaulted, it is unlikely that anyone would want to 
>> lend to them.  What might that mean in terms peace, stability and living 
>> standards in those countries?
>>  
>> Ed 
>>  
>>  
>> ----- Original Message -----
>> From: de Bivort Lawrence
>> To: [email protected]
>> Cc: 'RE-DESIGNING WORK, INCOME DISTRIBUTION,EDUCATION'
>> Sent: Sunday, June 03, 2012 10:17 AM
>> Subject: Re: [Futurework] [Ottawadissenters] A little more on the Euro
>> 
>> A simplistic question, but one that may, I hope, cut to the chase:
>> 
>> What is the problem if Greece and perhaps Italy and Spain simply default on 
>> their debts, and do nothing else? I can readily see that lenders would 
>> subsequently shy away from making any new loans to those countries, of 
>> course, but...so what?
>> 
>> Can we build a damage/risk tree out from this initial question?
>> 
>> Cheers,
>> Lawry
>> 
>> 
>> 
>> 
>> On Jun 3, 2012, at 9:20 AM, Ed Weick wrote:
>> 
>>>  
>>> 
>>> There seemed to be some agreement yesterday that exit from the EU by Greece 
>>> and perhaps others like Spain and Italy was inevitable.  But is it really?  
>>> Greece, Spain and a few other countries have huge debts -- but debts that 
>>> are denominated in Euros.  It is highly unlikely that creditors would 
>>> accept repayment in far less stable currencies like the drachma or the 
>>> peseta, and default by some of the larger EU debtors could wreak havoc with 
>>> the international banking system.  Exit from the EU is, IMHO, most unlikely 
>>> unless someone steps in and provides the kind of bailout supports needed.  
>>> Perhaps the IMF or, as Barry suggested, Russia?  For a countries like 
>>> Greece or Spain, would being beholden to Russia be better than being under 
>>> Germany's thumb?
>>>  
>>> Ed
>>> 
>> 
>> 
>> 
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