COMMENTS

 

New

 

Greetings from Australia.

 

Posted, Thursday, September 18, 2008 12:03 pm

 

Greetings from a financial advisor in Australia !

Congratulations on a well written article, that explains the predicament that the US financial system is in.

I have a question based on the following premises:

Fannie Freddie

The bailout of Fannie and Freddie had two aims:

- to maintain the trust that sovereign wealth funds (notably China) had placed in the US when they lent them money.

- to avert a big payout in the $62 trillion Credit Default Swap market.

Liquidity and Balance Sheets

You made the point that liquidity is not the only problem, there are weak balance sheets that require recapitalisation.

Central banks can provide liquidity, and nationalise companies with bond commitments. I wonder how much ‘spending’ power they really have. The G7 might not be enough.

There is another solution, and I wonder about your thoughts on it:

China can’t afford to lose the money they have invested in the US .

Now that the US Fed has done just about everything it can to bail out financial institutions -

Will China move their funds in, and control (to a degree) major US financial institutions….

They have the money, but will the US politicians allow it to happen?

If Chinese banks and sovereign wealth funds are given the permission to move in, then this could avert a global depression.

The alternative is:

US collapses, China loses money. China can no longer afford to fund its high GDP growth and slows down too. Oil consumption drops. --Lower oil revenues causes Arab GDP slowdown. --the entire world slows down. --Depression.

Am I way off-track here in thinking that China is forced to mobilize funds to recapitalize US balance sheets, and that the US will be forced to accept? What will the outcome of this be ….?

Joel

Answer by R.T.:

I don't think the U.S. government will let China take over American banks. It did not allow a Chinese company to take over an American oil company, Unocal, for about $18.5 billion.

You are right about Fannae Mae and Freddie Mac. It was to prevent a collapse of the world bond market.

But, as I wrote in my article, the U.S. government cannot play the fireman role and be always behind events. It needs a comprehensive plan to prevent the U.S. financial system from shrinking and bring about an economic depression.

That's why I proposed in my article that it create a “Bank Resolution Trust” to buy back from banks, at distressed price, the bad subprime mortgage-backed securities that the repeal of the Glass-Steagall Act in 1999 allowed the investment banks to create and leverage. Such a Bank Trust could transform this toxic paper into 7 or 9-year debentures and be sold to savers, with the full guarantee of the government. If well executed, American taxpayers would not lose any money.

Today (Thursday, Sept. 18, 2008), Sec. Paulson let it be known that's what the U.S. government may do. I hope they move fast.

By the way, Sen. Barack Obama missed a good opportunity to get on the offensive. If he had read my article, which was posted Monday, September 15, for my special list, he could have stolen the thunder from the Republicans and proposed such a well-thought out and appropriate solution.

 

 

New

 

Naked Short selling

 

Posted, Thursday, September 18, 2008 7:13 am

 

Naked Short selling. This little loophole that was done by many Canadian brokers to flow US markets with fake shares from offshore hedge funds. This killed all the markets. It was just a matter of time and the subprime problem was pushed off the cliff using this method of attack, using the press and rumors to create panic. Go ask Camon Chell and Mark Valentine how they did it. Write a story on that the being of destruction. A good question is who taught them?

Gary.

Answer by R.T.:

This is a good observation.

When Chaiman Cox of the SEC abolished the “Up-tick” rule in July 2007, I asked myself  “What the heck is he thinking!”.

But the mother-load of blunders was the (Phil) Gramm-Leach-Bliley act of November 1999, that practically abolished the (1933) Glass-Steageall Act, allowing investment banks to invest in as many innovative securities as they liked.

 

 

New

 

The Federal Reserve System.

 

Posted, Wednesday, September 17, 2008 11:21 am

 

I am trying to better understand our Federal Reserve System. I don’t know where to start or who to believe since there are so many writing out there about it. Do you have any recommendations on where I can start to better under stand the system that isn’t opinion based?

Lubin

_______________________________________

Answer by R.T.:

The FED is a central bank, albeit with 12 regional member central banks and albeit being a semi-public and semi-private institution. It can create money at will by drawing checks upon itelf, which, when deposited in any private bank, increases credit in the overall economy by a multiple.

If it creates money faster than production, there will be inflation. If money disappears too quickly, there could be deflation.

Please read the details here:

http://en.wikipedia.org/wiki/Federal_Reserve

 

 

New

 

From China

 

Posted, Wednesday, September 17, 2008 8:36 am

 

I am a serious reader of your article 'US financial system in serious trouble'. I'm no economist and my access to materials is limited. There is a passage in your article which reads 'Over the last twenty-five years, beginning with the Reagan administration and culminating with the current Bush-Cheney administration, the Washington establishment dismantled piece by piece the system of protection that had been built since the 1930's economic depression and removed nearly all government regulations that could stand in the way of greed and gouging on the part of unscrupulous market operators.' But there are no statistics to support this statement. Will you kindly show me some materials, for instance, a comparison of what an ordinary wage-earner enjoys in terms of social protection now, with what his/her counterpart enjoyed in the time preceeding the Reagan administration? That will be helpful to me in understanding the nature of US financial problems. Tang

_________________________________________

Answer by R.T.:

This is not a question of statistics, but a question of regulation and oversight by the Fed and by the SEC. These regulators let the subprime crisis develop, while they should have stopped it in 2003-04.

That's the problem.

 

 

New

 

People Power

 

Posted, Tuesday, September 16, 2008 8:10 pm

 

 

People Power

 

For the past 15 years the population

Has been overrun with legislation

Now we have mass brain sedation

By mandatory fluoridisation

What’s your next step in your plan for mankind

What else do you give us you don’t want us to find

In your disguised , gradual genocide

It is time to stand up as a people unite

To support life and claim our birthright

We must question ALL products on offer to us

 

Grow food in our soil, not kill the grass

Feed real food to our children instead of plastic

Not let legal toxins turn our bodies to acid

The earths future has a right to be

Self sustainable, pure and free

Its our responsibility to discern and sustain

So souls can learn in bodies tomorrow again

 

We can’t have a functional society

Without high levels of courtesy

We must abide by universal law

All other laws will lead to war

Accountable we’ll be held at the end of the day

For the flowers we wilted for pleasure and play

It’s time to turn our planet into a garden

To refuse Big Brother as our prison warden

Self empowerment through substance for every man

So mankind can rise to peace and freedom again

To raise our collective consciousness

It’s our eternal inheritance

For what it’s worth

As we all walk this earth

TOGETHER WE STAND, DIVIDED WE FALL

And that really does mean us all

The answer is clear on this fundamental decision

If we want a planet we must all listen

The voice of our mother screams beneath our feet

No longer can we afford to support Multi National Greed

We don’t have the right to poison the planet

In the name of progress and material asset

Or not one can live here any more

Our children’s screams silenced by Big Brothers war

Refuse to accept a destructive society

And demand freedom with equal responsibility !

This is a possible goal and we must do what has to be done !

Boldarn

 

 

New

 

Again From China.

 

Posted, Tuesday, September 16, 2008 10:01 am

 

I'm a university student from China. I'm very glad to read your article “The U.S. Financial System in Serious Trouble” on Global Research.

“At the center of current financial problems is the failure to adapt standard financial regulation to new financial institutions, such as broker-investment banks, off-shore based hedge funds and large derivatives markets that remain, for the most part, outside of the traditional authority of regulators. However, when things go wrong, as they did with Bear Stearns last March, their demise threatens to destabilize the entire financial system and handy government bailouts are quickly called in.”

I think you are right.

I'm looking forward to seeing your new articles about the financial crisis.

 

 

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