Sunday, June 20, 2010

13 Bankers: The Wall Street Takeover and the Next Financial Meltdown ~ Simon Johnson, James Kwak

What the book is about
For the past 3 decades Wall Street has become too entrenched within Washington power corridors. Under their influence an increasingly de-regulatory regime has overseen (or failed to oversee) American financial system. Current financial crisis (2007-2009), which is the main subject for the book, has resulted from these circumstances. Bankers'approach has resulted in situation that privatizes the profits, while socializes the losses. Solution in short: Too big to fail is too big- cut them to size.


Why this name:
2009- 13 bankers came to meet President Obama to discuss how the deal with the finacnail crisis of 2007-2009. And after the meeting there message was 'we are in this together'.
1997- Brooksley Born, then head of Commodity Futures Trading Corporation (CFTC) proposed to issue a “concept paper”. Her concern was that 'lack of oversight allowed the proliferation of fraud, and lack of transparency made it difficult to see what risks might be building  in  this  metastasizing  sector'. Larry Summers, Deputy Treasury Secretary  at that time, is supposed to have called her saying "have thirteen bankers in my office, and they say if you go forward with this you will cause the worst financial crisis since World War II." NYTimes so aptly alliterates Credit Crisis Cassandra
These two event, coincidently involving 13 bankers, symbolize the power of Wall Street; the new financial oligarchy within US. 


Very apt quote from The Great Gatsby

"They   were   careless   people,   Tom   and   Daisy—they smashed up things and creatures and then retreated back into their money or their vast carelessness, or whatever it was that kept them together, and let other people clean up the mess they had made."
—F. Scott Fitzgerald, The Great Gatsby


Referring to big banks, who brought global economy to the brink of failure, caused millions to lose their savings of life-time and then left it for the governments to salvage the situation using taxpayers money.


How Wall Street became so powerful 
Election campaign contributions, 'revolving door' between private sector and government services' and finally but most importantly their idealogical power that convinced people to the extent that pro-Wall Street sentiments were taken for granted.


Comparison with the Asian crisis of 90s
They dissect the financial crisis of South-East Asia (starting from Mexico, and that extended to Korea, Russia...). They show that in each emerging economy one common factor was crony-capitalism- close relationship between some oligarchs with the government (other factors were high   levels   of   debt, cozy and  dependence  on volatile  inflows  of  capital  from  the  rest  of  the  world).
And in each of these economies US and IMF pushed for taking long term stance (instead of bailout), even when it meant making few big companies bankrupt.
Later, when the similar situations came up in US (thats 2007-09 crisis), government took just the opposite route. This time, instead of huge money of taxpayers was spent to bailout the financial institutions.


I wonder why India was not mentioned. We didnt have this crony-capitalism problem, or because  we were not affected directly by this crisis?


Further
The book is a good read. A lot of further readings can be obtained from the blog of the authors. One post by another expert provides a very good summary (in fact more than that) of their last chapters. Book's site also provides very good information.







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