"... On Jul 14, 4:07 pm, archytas <[email protected]> wrote: ..."

> I believe many transactions should remain 'vanilla' Gruff and be very
> transparent.  There are many moves towards this that involve auctions
> to supply goods and services.  

I agree.  More transparency regarding certain aspects of a transaction
would be very useful, but care must be taken not to overdo
transparency.  Some transactions involve information that would
disrupt the marketplace and/or the industry and other transactions as
well.  Our business and financial dealings sometimes require
confidentiality and even secrecy.  There is nothing inherently wrong
with either one as long as a basic set of moral equivalencies is
followed.

> Rajan's paper really points to forever
> 'discounting cashflow'  to do more with capital being flogged to more
> and more 'efficiency'.  Whilst one can see that banking the proceeds
> of the day overnight to gain interest is a good thing, the way we are
> now transacting over and over appears madness and also ends up
> crooked.  

This is true, yet in spite of the recession and reform, which has just
passed over here, corruption and cheating will find a way.  It's part
and parcel of the human makeup it seems.

> Governments are heavily involved and banks make big profits
> betting with entitlements buying government stock gives them.  My
> suspicion is it's a Ponzi scheme with a legal money printing press.

Well, yes.  Of course.  In a sense inflation is a Ponzi scheme as
well.  Interest certainly is.  However, Ponzi schemes are sustainable
if they are done in moderation and without the ignominious albatross
of the name.  A Ponzi scheme by any other name, works the same.

> Over here, we are cutting the public sector and hoping old rules on
> private sector growth 'happen'.My guess is that is a long gone set of
> rules.  

Yes, you certainly are and right in line with many other of your
European counterparts as well.  Personally I think it's moving in the
wrong direction under the simple rubric of needing to give an engine
more gas (closing the choke) on cold mornings when it's hard to start,
then leaning out the mixture once things warm up a bit.  I still
strongly favor stimulus money being added.  We can deal with the debt
down the road a bit, but the economic engine needs to be restarted
before we can even consider debt.

> Jobs have either been public sector or part-time for many
> years now.

It's actually better now than it was a quarter century ago when more
than half of our country was employed in one form or another by
government -- Federal, state, county (or parish) and city.

> Risk management in all this relies on a massive
> spreadsheet (Gaussian copula) that can't work because the cheating
> that makes money is excluded.

Okay, I've no idea what Gaussian copula is or how it works but any
plan that does not take into account the human element (cheating) is
not going to work well.

> Almost no services I use these days
> require staff like they did, and none of the industries I worked in
> has come back or been replaced.  What has sprung up is all kinds of
> financial service I don't need.  My guess is economics is in real need
> of a radical purge and a back to basics phase so that it connects more
> directly with what we do.  This won't happen.  Social unrest and war
> are the usual change agents.

Maybe we've grown beyond unrest.  I certainly believe we've gone
further beyond war than ever before.  (I hope I'm not blindsiding
myself by giving too much credit to our species.)   As for the radical
purge, we're going through that now.  Like any good depression or
recession, one of its most important functions is to shake a lot of
the bad apples out of the tree.  Many businesses are cutting the fat
and government needs to do the same, but that's not likely to happen
given the political environment over here.  Our government spends
money wastefully no matter which party is in power.  Both are
profligate, just on different matters.

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