On Sep 25, 2008, at 10:17 AM, [EMAIL PROTECTED] wrote:

> I see BRUCE IS SHOUTING AGAIN. For some reason he prefers to  
> criticize early verions of a bill as it makes its way through the  
> legislative process as though it were the final piece of legislation.
>

Yes, I am shouting again, as I am calling my congress critters.

The initial bailout proposal was such a massively baldfaced money- 
grab, and now appears to bhave been in the works for some time, it's  
an opening gambit to make us feel like the final ass-reaming we're  
going to get on this is worth it.

NO one , I mean NO ONE in charge is offering any data to back up their  
dire predictions of doom, and yet they all seem to be in perfect  
agreement that this bailout is vitally necessary.

We, the taxpayers are being asked to:

BUY questionable assets at inflated prices with no real plan of what  
to do with them at all, other than transfer a gigantic amount of  
wealth from the Treasury to private hands.

How about this as a real bail-out strategy:

The holders of these mortgage-backed securities immediately  
renegotiate the mortgages, to enable the majority of the people owing  
money to continue paying.

This will mean longer-term mortgages, without adjustable rates, more  
than likely and a lower rate of return than originally promised, BUT  
it will slow the housing market hemorrhage from foreclosures.

NOw of course all those MBS'es arent worth as much as originally  
promised.

Now they have to re-rate their securities to reflect the REAL risk and  
payouts, take the relatively smaller losses on that actions, which  
will spread the pain around, but will likely cause it to be only a  
nasty recession instead of a recession-verging-on-depression that  
we're TOLD we're heading into.

Then we fine the ratings companies to within an inch of their lives,  
just so they FUCKING DO THEIR JOB like they were supposed to in the  
first place. If these MBS'es had been given the 'junk' rating they  
properly deserved, then this wouldn't have been a crisis...there also  
wouldn't have been nearly as much of a bubble, either.

Then we tell these banks that before they can offer any new sort of  
exotic financial instrument it has to be vetted by independent expert  
examiners and a retired grandma from Omaha so the risk can be properly  
identified and quantified.

The ratings companies MUST note that this new security type is an  
untested instrument.

Then, at least, no one can say they weren't warned.

Remember, however, we're being told there dire warnings by the same  
people who told us this whole paper mansion was sustainable in the  
first place, by the same people who 'couldn't see this coming', by the  
same people who TOLD us that Iraq was armed with WMD.

I'm not taking their assertions of doom at face value...how does the  
saying go? "Fool me once, shame on me, fool me twice...won't get  
fooled again" ?


> FWIW, I have no problem with limiting the benefits of CEO's that  
> unload their "troubled assets" on the federal goverrment.

I don't want them doing this at all. Screw that...make this a straight  
debt for equity swap.

We'll step in and provide liquidity, but we own your fucking ass. You  
want your company back...pay us back. In the mean time we say how  
you're going to run things.

-- 
Bruce Johnson
University of Arizona
College of Pharmacy
Information Technology Group

Institutions do not have opinions, merely customs



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