Mary,

I like your point about the world runs on trust.   But there's also an
element of distrust built in to the capitalist system too.  A recognition of
the greed held in the heart that drives us all and laws and mechanisms
built-in to handle that aspect.  The protestant ethic of "man's fallen
nature" has also contributed to the success of the capitalist system.

I agree!  My son and I were having this conversation just today.  He said
> the world runs on money, and I said no, the world runs on trust.  The
> money's no good if we can't trust that it's worth what we think it is.  It
> would be hard to do most transactions if you could not trust the other side
> to do what they say they will do. We would be reduced to those movie scenes
> where the buyer and the drug dealer each slide their packages
> simultaneously
> across the ground at gunpoint.
>
>
The next point, raised some questions in my mind


> After watching recent economic events, it seems pretty clear to me that was
> the first domino.  The big banks violated the public trust.  Ordinary
> people
> did not break the trust, bankers and traders did.  Now I think we are
> seeing
> the inevitable backlash.


The fact that mortgage-backed securities were able to be leveraged to the
extent that they were, seems to me to indicate that financial firms were
"banking" upon the moral value of individuals AND the overall health of the
American economy - past the point of reasonableness.   Really, there would
have been no economic crisis if the people themselves entering into the
contracts had been as moral as they were assumed to be.

I only have my own experience to judge others by, but at the back of my mind
when entering my contractual agreement was the thought, "what if the bubble
bursts and I can't make my payments?"  And my corresponding thought was
"Well, in that case, I certainly won't be alone in my plight and they can't
foreclose on all of us.  That'd be ridiculous.  They'll be forced to
re-negotiate based upon lower home values and in the meantime, I get all
this money."  And I signed the papers, took the profit from my house,
arranged so I wouldn't have any attachable assets when the inevitable
collapse came and voila - look around and you see that a lot of other
people, if they weren't thinking along these lines were certainly acting
along these lines.

My armchair analysis of the whole complicated mess was that it was started
by the reaction of the Fed to the 9/11 attacks which came at the height of
the dot-com bubble-burst.  America had been losing it's industrial base for
years, justified by the seeming rise of the "information economy" and when
this proved to be built upon air, the Fed purposely pumped money into the
housing sector which allowed people to keep living beyond their productive
means.  Refinancing the house in order to pay down their credit cards - thus
reinforcing the money for nothin' habits that Americans had been cultivating
and postponing the inevitable collapse till a time when non-Texans were in
office and had to deal with the problems.

Them  Bushies....  Like, right at the beginning of the collapse, they rushed
through this emergency stimulus money to give everybody a couple extra
thousand, and at the same time, Gasoline prices here in California hit $4.20
a gallon.

What an interesting coincidence, don't you think?  All that money the Fed
fed into individual banking accounts went straight into Oil Company profits.


And they called Nixon tricky Dick?  heh.  Y'all ain't seen nothin' yet.




> Mortgagees are asking themselves why they should
> continue to honor a contract that was essentially an inflated mortgage
> based
> on an inflated house price.  If the banks are too big to fail, that seems
> to
> have turned out to mean that individuals are too small to succeed.
>
>
"too small to succed"  Sweet!  I like it.  Thing is, we all may be
individually small, but our aggregate size is too humongous to ignore.


I propose a solution to the mess, one that prevents the moral hazard
embodied in the unfairness of the unemployed getting great breaks on their
mortgages and doing the bankruptcy erasure of debt, while the backs of the
productive are broken by increasingly higher and higher interest rates.
 We'll all go on strike.  Nobody pay their credit cards or mortgages.  What
are they gonna do?  Move China over here?  It'd shake their etch-a-sketch
screen and we can just start over.

Yeah, that's the ticket.

 John the re-former
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