"So we see that the government's ban on shorting is counterproductive, and will 
only make the financial markets more volatile, and make it harder for the most 
at-risk institutions to raise capital. Unfortunately the same is true for the 
other shenanigans that Paulson and Bernanke have been up to. These actions too 
are causing the very financial crisis they are supposedly trying to calm.

Just stop and reflect on what the government has done, even in the last few 
weeks. It has literally seized (the press' word, not mine) companies tied to 
trillions of dollars in assets. Furthermore, these seizures were truly a 
"hostile takeover." For example, the common shareholders of Fannie and Freddie 
were quite simply robbed. The government came in and assured injections of 
capital to keep the firms afloat. In exchange, it acquired "senior preferred 
equity" shares, placing it higher on the totem pole vis-à-vis the original 
preferred equity shareholders, in the case of losses. However, if the real 
estate market turns around and the share prices of Fannie and Freddie start 
rising, then the government will exercise its warrants giving it ownership of 
79.9% of the common stock. (Note how people are speculating that the government 
might make money on the deal.) Before, shareholders of Fannie and Freddie knew 
they were probably going to lose everything, but there was still a sliver of 
hope. Now there is no hope.

And yet, there is no rhyme or reason to the government's decisions. Lehman 
Brothers was allowed to fail. In essence, you've got a massive beast stalking 
the financial markets. This creature has many trillions of dollars ultimately 
at its disposal, and oh yes, I should add: It is not afraid to send armed men 
to your house if you should ever really cross it. In this environment, is it 
any wonder that the credit markets are "frozen"? When the SWAT team bursts into 
your kitchen window, you freeze up, right? Why should things be so different on 
Wall Street?

There are many horrible implications of what Henry Paulson and Ben Bernanke 
have unleashed over the last few weeks. What is truly depressing is that these 
costs are balanced by nonexistent "benefits." As in other arenas, so too in the 
financial markets we see that the government's trampling of property rights 
exacerbates the very insecurity and fear that prompted the power grab in the 
first place.

I don't want to sound like an alarmist, but folks things are moving fast. If 
the financial system should collapse, it will happen very quickly. Even if the 
basic infrastructure remains, nonetheless I expect double-digit price 
inflation. (If people are telling you the bond markets aren't forecasting 
inflation, don't believe it.) If you agree, then you should seriously consider 
acquiring several weeks' of gold and silver coins - and don't store them in 
your safe deposit box, because if the banks are closed, you might not have 
access to them. Yes it would be awful if things came to that, but by the same 
token it's awful if your spouse dies. You still buy life insurance, right? So 
people should seriously consider stocking up on failed-fiat-currency insurance, 
i.e. gold and silver coins that other Americans will recognize."

http://www.lewrockwell.com/murphy/murphy137.html


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