Jim Devine writes:

>> this ignores the role of external costs: when Lehman Brothers bit the
>> big one, it seems to have caused and instant deepening of the world
>> financial crisis. Or maybe that's a good thing?

Because of the incredible complexity of the data, we can never know with 
certainty why the stock market and/or the economy did anything, thereby 
permitting economists and others to spend careers arguing with each other 
explaining historical data,  In my humble opinion, the stock market crashed and 
the economy sank not because of what happened on September 13 and 14, 2008, but 
because of the misallocation of resources that occurred in 2003-2007.  Bubbles 
always pop, which means that the resulitng mess is not proximately caused by 
whatever happened to be the needle, but what caused the bubble to expand in the 
first place.  Interestingly, Lehman filed bankruptcy on September 15 and AIG 
was saved on September 16.  Were subsequent events caused by the inaction re 
Lehman or the action re AIG?  Did subsequent events even have anything to do 
with the government's decisions re Lehman or AIG?  Since there is no real way 
to empirically answer the question, we all will presumably answer!
  the question in a way that supports our preexisting positions.

David Shemano


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