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To: tcostell
Regardless of the competence of the hedge fund operators and the competitive environment, it still seems as if a major failure occured in the mortgage market.

Investment vehicles were created which were less transparent and less liquid than other instruments. Because of this, these instruments were less susceptible to the discipline of the market and only finally came to be adequately valued after it was too late to prevent a major collapse in the credit market.

I have a problem with the greatest and most creative minds being used to come up with new and better investment vehicles rather then new and better pharmaceuticals, energy sources, materials, material uses, chemicals, industrial processes, etc.

It seems to me that there are currently more than enough ways for those people with good ideas to get the funding they need to turn their ideas into reality. There is no real need for yet another way to repackage risk so that all the benefits go to a few, and the risks are sucked up by the unknowing, e.g. pensioners whose fund managers picked up one to many glossy hedge fund brochures.

I don't know who was helped by slicing and dicing millions of loans into trillions of parts and repacking them to the point of complete obfuscation.

I also have a problem with so much wealth being concentrated in so few places. Some of that wealth can be used (and was) to lobby politicians to look the other way. Now that these entities which are "too large to let fail" are starting to fail, the burden is being put on the shoulders of the taxpayer rather than the fund managers.

If we know ahead of time that the government will not allow businesses worth more than $X to fail, then no business should be allowed to be worth more than $X. What we have now is a weird system where we allow a supposedly free market system to drive toward the edge of a cliff, and when it goes over the edge it falls into a socialist safety net. If there were no net, then let whomever wants to drive over the cliff, but unfortunately there will always be a net comprised mainly of the backs of taxpayers.

23 posted on 09/09/2008 3:49:09 PM PDT by who_would_fardels_bear (The cosmos is about the smallest hole a man can stick his head in. - Chesterton)
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To: who_would_fardels_bear
Well you have a problem with a bunch of stuff there... much of it I agree with. I don't think anyone should ever be bailed out of a bad decision and I've written a great deal about what went wrong in the credit space and how we can avoid problem like this is the future. It can all be found on my blog.

As for all that other stuff... I'll go create new drugs as soon as the government gets out of the way and lets me get compensated well for it. Until then I'm going where my higher than average intelligence will produce a higher than average income. That's wall street.

you'll notice that you aren't hearing about hedge funds blowing up because of the credit crisis, just investment banks. We manage risk, they didn't.

that isn't to say that there hasn't been other errors made, but on the whole the hedge fund industry is perfectly healthy right now, but the banking industry is taking a beating. You shouldn't mistake the two.

In my experience the only problem people ever really have with the concentration of wealth is that not enough of it is concentrated in their account.

27 posted on 09/09/2008 4:03:06 PM PDT by tcostell (MOLON LABE - http://freenj.blogspot.com - RadioFree NJ)
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