In reply to Sean Andrews:

Without any intended sarcasm, I truly appreciate that you read, seriously 
thought about, and bothered to respond to what I wrote many months ago.  
Therefore, I feel compelled to apologize for failing to substantively reply to 
your post.  Unfortunately, you covered too much and I am at a loss to respond 
with my usual brevity and punchiness, which is all that time normally permits.

David Shemano


--- Original Message---
 To: "Progressive Economics" <[email protected]>
 From: "Sean Andrews" <[EMAIL PROTECTED]>
 Sent: 10/07/2008  9:35PM
 Subject: Re: [Pen-l] Community Reinvestment Act at fault -- NOT

>> On Tue, Oct 7, 2008 at 8:48 PM, Perelman, Michael
>> <[EMAIL PROTECTED]> wrote:
>> > I don't recall if Robert Gordon's article was posted earlier, but it is
>> > relevant to the discussion.
>> >
>> > http://www.prospect.org/cs/articles?article=did_liberals_cause_the_subprime_crisis
>> 
>> 
>> Shemano was responding to this in the April post.
>> 
>> He falls back here on some argument about general subsidy of home
>> ownership--doesn't explain why the bubble occurred in this particular
>> moment--and merely insinuates the more problematic arguments about the
>> removal of anti-redlining laws that he made in March:
>> 
>> <on March 11, DAVID SHEMANO SAID:>
>> prior to anti-redlining laws, there was absolutely no difference in
>> the default rates between white and black borrowers, so even assuming
>> bankers discriminated based upon race (which I am willing to assume
>> for purposes of discussion), the discrimination was evident the
>> bankers were doing what they were supposed to be doing -- making
>> creditworthy loans.  If we make the collective decision, through our
>> government, to require bankers to make loans to people who are going
>> to default at higher rates, that is fine, but let's be clear in
>> understanding the consequences.
>> <END QUOTE>
>> 
>> In this, he buys completely the line of Liebowitz, which is to
>> insinuate that there was some objective measure of creditworthiness
>> that mapped fairly clearly onto race and that the discrimination that
>> existed was valid on objective terms,
>> --that the Fed reports in 1992 were motivated by bad data (race only
>> figures "for purposes of discussion")
>> --by extension that the changes at the CRA and the faulty Fed paper
>> are solely responsible for the weakening of standards, a process which
>> was motivated by bleeding heart liberal thinking on diversity, etc.
>> (though now we drop the race issue because, in actuality it WORKED to
>> increase home ownership for people who were, evidently, being
>> discriminated against based either on the "objective" understanding of
>> creditworthiness or the "speculative" subjective understanding of
>> racially motivated redlining)
>> --And so we shift back to the argument that, though there is some
>> recent changes to the banking industry, recent events in the world
>> financial markets and in the global investment boom in real estate,
>> the real issue is this general loosening of standards (or the
>> "Subsidizing of housing for people who couldn't afford it" as opposed
>> to eliminating the discriminatory lending practices.
>> --Doug's valid point about this as a political strategy, in place of
>> actual gains in wages or social safety net would fall on deaf ears for
>> Shemano because he doesn't think it should do that either.  It would
>> just create distortions of a different kind, upsetting the natural
>> liberty and freedom of the market by, again, forcing the owners of
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>> 
>> 


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