California could explain that if the bond holders don't pressure the 
Republicans to help out, they might take a haircut.

Also, the bond market forgets about such things after a while.


On Mon, Jun 29, 2009 at 08:31:02PM -0700, David B. Shemano wrote:
> Michael -- what are you proposing?  That California default?  If California 
> defaulted, what would happen the next time the State went to the bond market? 
>  
> 
> David Shemano
> 
> 
> 
> --- Original Message---
>  To: [email protected]
>  From: Michael Perelman <[email protected]>
>  Sent:  6/29/2009  6:49PM
>  Subject: [Pen-l] Bondage in the Bond Age: A California View
> 
> >> In the midst of the Bush-Obama balance sheet bailout, one group stands out 
> >> in its
> >> importance -- bondholders. I know -- a couple of times some bondholders 
> >> have had to
> >> take a haircut to protect other investors.
> >> 
> >> Here in California, with our $24 billion deficit, it seems like nothing --
> >> absolutely nothing -- and threaten bondholders. Yes, some bondholders are 
> >> pension
> >> funds or charitable organizations. A minority of Republicans along with a 
> >> movie star
> >> governor have adamantly refused to raise taxes, especially those taxes 
> >> that might
> >> affect the class of people who are bondholders.
> >> 
> >> Education and healthcare are being slashed beyond recognition. My God, even
> >> prisons
> >> might be cut a bit. The state is also raiding the treasuries of cities and 
> >> counties
> >> for funds. Their response will be the same as the state's: cut back on 
> >> anything that
> >> might help the poor and if necessary extend the cuts to the middle class. 
> >> All this
> >> so that California can payback its bondholders. No haircut here. They must 
> >> be paid
> >> back in full.
> >> 
> >> And the children, deprived of adequate education and health care, of 
> >> course, they
> >> must make a modest sacrifice to protect the interests of bondholders.
> >> 
> >> 
> >> 
> >> 
> >> --
> >> Michael Perelman
> >> Economics Department
> >> California State University
> >> Chico, CA 95929
> >> 
> >> Tel. 530-898-5321
> >> E-Mail michael at ecst.csuchico.edu
> >> michaelperelman.wordpress.com
> >> _______________________________________________
> >> pen-l mailing list
> >> [email protected]
> >> https://lists.csuchico.edu/mailman/listinfo/pen-l
> >> 
> 
> _______________________________________________
> pen-l mailing list
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-- 
Michael Perelman
Economics Department
California State University
Chico, CA 95929

Tel. 530-898-5321
E-Mail michael at ecst.csuchico.edu
michaelperelman.wordpress.com
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