My comment: Along 18 months, or a bit longer, we have seen how
different policies and rules were useless. To inject funds into banks,
to stop foreclosures, to bailout banks, to promote or let merges and
acquisitions, etc. as many had predicted nothing worked to ease credit
market. Actual circumstances have not improved, they have worsened. As
the problem is no longer the banking system but a previous one (the
economy activity) whatever we do with banks will not be a crucial
change in the economy. In any case, a decission pending.

We decide to do nothing. To let trash, toxic assets, stay into the
trash can and let its owners, bankers and borrowers, to deal with it.
In my opinion this is the easier and cheaper way for Americans and for
US economy. I bet that we have heathy banks, credit unions or other
credit institutions in TX, OH, NC, VA, etc. that can be used to rise
credits, starting from scratch if necesary, as soon as the real
economy improves.  To forget current banks and let them fall to
bankrupcy or to survive by their own means.

The second option is what more and more people advise. To nationalize
banks. It seems the only way to force them to lend the funds that they
receive from the US government. It does not mean to blame banks, in
fact, banks are doing now what they should did in the past, to tighten
credit conditions and terms in order to preserve their future profits.
I guess that to nationalization would follow a financial policy
similar to what Chinese government is doing now, to loose credit terms
and conditions, to soften bank requirements (reserves, rates asset/
loans, etc.) and at the same time to fund them not to clean those
banks (that would be useless), but to revive credit market with fresh
loans

Peace and best wishes.

Xi

http://www.bloomberg.com/apps/news?pid=20601087&sid=a4Tl65kFU96s&refer=home

Feb. 2 (Bloomberg) -- President Barack Obama shouldn’t hesitate to
nationalize the banks that need to be bailed out, Nobel Prize-winning
economist Paul Krugman said.

“If taxpayers are footing the bill for rescuing the banks, why
shouldn’t they get ownership, at least until private buyers can be
found?” Krugman wrote in a column in the New York Times published
today. “But the Obama administration appears to be tying itself in
knots to avoid this outcome.”

His remarks echo those of Nassim Nicholas Taleb and Nouriel Roubini,
who said last week that nationalizations will be necessary to bring
the U.S. banking system out of insolvency. Obama will require banks to
bolster lending in return for government aid, lawmaker Barney Frank
said yesterday, stopping short of taking full ownership.

Krugman said the U.S. government’s rescue plan appears to put banking
risk with taxpayers when loans go bad while giving the rewards to
executives and shareholders when things go well. He cited newspaper
reports that Obama’s rescue plan will include government purchases of
troubled bank assets and guarantees against losses.

Treasury Secretary Timothy Geithner said on Jan. 28 that U.S.
officials will “do our best” to preserve the banking system run by
private shareholders.

Global economic growth will come close to a halt this year as more
than $2 trillion of bad assets in the U.S. help sink economies from
there to the U.K. and Japan, the International Monetary Fund said last
week.

The world’s largest economy may shrink at a 5.5 percent annual pace
this quarter after contracting at a 3.8 percent rate in the fourth
quarter, according to a forecast by economists at Morgan Stanley in
New York.

The government’s $819 billion economic stimulus package is still “very
much the right thing to do,” Krugman said.
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