<http://tinyurl.com/5s5w2b>

Excellent article about the current economic mess as told by Wall  
Street insiders.

None of this 'blame it all on the poor folks and ACORN/CRA' stuff. It  
was straight-up financial fraud, mainly by the subprime lenders, the  
ratings agencies and the investment banks.

The money quote: ( [] added by me)

"That’s when Eisman finally got it. Here he’d been making these side  
bets [buying credit-default swaps] with Goldman Sachs and Deutsche  
Bank on the fate of the BBB tranche [lowest quality mortgage-backed  
bonds] without fully understanding why those firms were so eager to  
make the bets.

Now he saw.

There weren’t enough Americans with shitty credit taking out loans to  
satisfy investors’ appetite for the end product. The firms used  
Eisman’s bet to synthesize more of them. Here, then, was the  
difference between fantasy finance and fantasy football: When a  
fantasy player drafts Peyton Manning, he doesn’t create a second  
Peyton Manning to inflate the league’s stats. But when Eisman bought a  
credit-default swap, he enabled Deutsche Bank to create another bond  
identical in every respect but one to the original.

The only difference was that there was no actual homebuyer or  
borrower. The only assets backing the bonds were the side bets Eisman  
and others made with firms like Goldman Sachs. Eisman, in effect, was  
paying to Goldman the interest on a subprime mortgage. In fact, there  
was no mortgage at all. “They weren’t satisfied getting lots of  
unqualified borrowers to borrow money to buy a house they couldn’t  
afford,” Eisman says. “They were creating them out of whole cloth. One  
hundred times over! That’s why the losses are so much greater than the  
loans. But that’s when I realized they needed us to keep the machine  
running. I was like, This is allowed?” "

There's a term to describe this: "Ponzi Scheme"


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

Institutions do not have opinions, merely customs



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