Perspectives: A Review of 2010

The Slow Agony Of Absurdistan

by Gilles d'Aymery

(Swans - December 13, 2010)  Absurdistan, for the purpose of this 
year-end review, shall be defined as the benighted lands straddling the 
Atlantic Ocean, the last two bastions of the entrenched religious-like 
neoliberal ideology, tyrannically controlled by the Masters of the 
Universe known as the financial markets: namely, the United States of 
America and the European Union, with emphasis on the Euro Zone. 
Absurdistan stands for the kingdom of the investors and creditors that 
have taken hostage the economy and captured the body politic. It is the 
realm in which a few self-serving operators point a gun at civil 
society, willing to double down on their casino bets, turning their back 
on everything from the ecological disasters engendered by our 
socioeconomic paradigm to the ballooning poverty in the rest of the 
world, and diverting the attention of hoi polloi toward scapegoats, 
social networks, video games, and gadgets. It has never been clearer 
than in 2010. As the Oracle of Omaha, Warren E. Buffett, once put it: 
"There's class warfare, all right, but it's my class, the rich class, 
that's making war, and we're winning." In Absurdistan tragedy is fast 
becoming a farce, to paraphrase another Oracle -- but it's a farce 
played on the backs of the masses.

The year began as 2009 ended with two or more wars no one discusses any 
longer since it's part of normalcy for a majority of people who have 
never known a time in their lives without a war here or there -- the 
topic was utterly absent from the US mid-term congressional elections; 
the economic engines, with the exception of Germany, kept sputtering on 
two cylinders at best; unemployment was (and remains) in double digits; 
but the Masters of the Universe, having been made whole through public 
debts, once again smelled the sweet aroma of the roses and champagne and 
bonuses. Indeed, 2010 has been a swell year for the financial markets. 
The too-big-to-fail banks have become bigger. In the U.S., according to 
Thomas Hoenig, the president of the Federal Reserve Bank of Kansas City, 
"the five largest financial institutions are 20 percent larger than they 
were before the crisis. They control $8.6 trillion in financial assets 
-- the equivalent of nearly 60 percent of gross domestic product." Much 
the same occurred in the core of the Euro Zone. Banks have been able to 
play on three fronts. First, the huge toxic assets on their balance 
sheets are no longer marked to market since there is no market for these 
rotten eggs. Second, courtesy of Basel II, they were able to shun 
lending to businesses, which requires holding 8 percent in equity and, 
consequently limiting their capital leverage to a 12.5:1 ratio (and, 
anyway, why would banks lend to businesses in the midst of production 
overcapacities?), but could trade in sovereign bonds, which when rated 
AAA by the rating agencies (the ones famous for giving AAA ratings to 
rotten eggs!) were deemed only 20 percent as risky as commercial loans. 
So banks could increase their capital leverage to an astounding 62.5:1 
ratio. Prudence was discounted because, thirdly, the financial markets 
having captured governments and the banks remaining too big to fail, 
they once again would be "saved" by the public if anything went wrong. 
Let's pop open the corks!

full: http://www.swans.com/library/art16/ga291.html
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