Jim D's old roomate, Paul Krugman, posted on his blog a video of a
discussion at Princeton last week of the financial crisis. I haven't
watched the whole thing -- actually I've only looked at the opening
minutes of it -- but there was something there that caught my
attention. The speaker presented a chart showing the growth of the
"broker/dealer" sector compared to other economic sectors and
emphasized the relative growth of that sector, beginning around 1980,
as ten times faster than the others.

One way to look at this is that the "current" crisis really began
around 30 years ago and has manifested itself as a continuing series
of crisis-management interventions engineered to keep the debt
expanding one step ahead of the wolf at the door. Or, to put it more
bluntly, one could characterize the entire period as the bailout stage
of capitalism.

The current wave of bailouts, though, seems to raise the spectre of a
"crisis in the crisis." I think this is best expressed in terms of the
metaphor itself. Bailout is, of course, a metaphor that refers to
trying to keep a boat afloat by emptying the water it is filling with.
The metaphor emplies a certain localization of the problem. It is one
boat with a leak that is presumably containable. But this metaphor
does stretch to whole system. Then you're talking about bailing out
the sea. There is no effective "out" to bail to.

>From a more literal standpoint, it is widely understood that it is not
politically feasible to conduct a system-wide bank rescue operation
that leaves intact the underlying incentives for reckless speculation
through the expansion of debt. However, the secret mission of previous
bailouts was precisely to restore conditions for the unchecked
expansion of debt. A systemic rescue -- as opposed to a localized one
-- might be called "unwinding" or something but not bailout.

-- 
Sandwichman
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