Fred wrote:

> Good question.  Yes, the Treasury is "buying" preferred
> shares.  Perhaps "giving" was too strong a verb.  But the
> T is accepting a lower rate of return and no control over
> the banks.

How low is low?  Treasury is paying next to nothing now.  And
preferred stock is almost like debt, guaranteed dividends, with the
warrants upside -- it becomes common stock if the price goes up.  What
if the banks collapse?  Well, there's self-reference here.  It's like
the monopoly model: there's no supply curve.  Because, it is up to the
government whether these banks get liquidated or not.  So, it's not
clear to me that the bankers are getting any handout.

I think our argument has to be, not that bankers are getting a
freebie, but rather that the public payoff of TARP is pretty dubious
*if* banks don't actually use the money raised to open the credit
spigot.  IMHO, that's the argument in favor of nationalization.  That
the public buck is not getting a proper public bang.  You need to
control the banks (some of them, at least, and all if you don't want
the other banks to pocket the external benefits) to make them lend as
much as required.

As for "permanent" versus "temporary," I say whatever.  Cross the
bridge when you get to it.  For now, get the banks nationalized.
Later on, decide on the next step.  Take Obama's word for it: If it
works, keep it.  If it doesn't, discard it.  Which leads to the
substantive argument, the "battle of ideas," the "fight for the minds
and hearts" of working people, because the issue translates as:

Is nationalized banking working *for you* the workers?
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