On Fri, Jan 23, 2009 at 8:49 AM,  <[email protected]> wrote:
> This is an important change in the banking system in recent decades – a
> significant portion of the banks' liabilities are now debt rather than
> deposits, especially the larger banks that are being bailed out.

Do you have numbers for what portion of a bank's liabilities are in
the form of debt? My understanding is this is extremely hard to
measure because most of these debt-like liabilities are in the form of
derivatives and swaps.



> Again, the beauty of this is that it makes the banks solvent again, and does
> not cost taxpayers anything.  The debt-holders now have a riskier
> investment, but that is better than the debt-holders being bailed out by the
> taxpayers.  The debt-holders had risky investments to begin with, and made
> lots of profits in good times, and now they, not the taxpayers, should
> suffer the losses (or the conversion to equity) in the bad times.

A nice sentiment, but it will never happen because of course those
debt holders are very powerful politically and won't allow it to
happen.
-raghu.


--
Q: What did the apple say to the orange?
A: Nothing, apples don't talk.
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