> Here is a more academic article from someone I like and respect,
> although most likely I differ from him politically:
>
> http://www.stanford.edu/~duffie/BIS.pdf

On another note, in this article Darrell says:

"Even if the total risk to be borne were to remain within the banking
system, credit risk transfer allows banks to hold less risk, because
of diversification. In practice, some risk is transferred out of the
banking system, for example to institutional investors, hedge funds,
and equity investors in specialty finance companies, all of whom are
not as critical as banks for the provision of liquidity."

My question is this: what is the difference between banks and the rest
of the institutions Darrell mentions above? Are they all not in the
business of borrowing short term and lending long term? So, are they
not all banks with no reserve requirements? Think about a mutual fund,
for example: can I not withdraw the money I paid  any time I wish if
and when I am willing to forgo the loads (penalties) I paid in the
beginning?

Are the mutual funds not "banks," looked at this way?

So, how large is the banking system in the US and who is in charge of
"creating/destroying/controlling" the money supply?

Best,
Sabri
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