Posts Tagged ‘bank profits’

Heroes of the Free Market

Sunday, October 18th, 2009

The titans of Wall St.—those fearless risk-takers who keep our economy going with their steely determination, grit, and superior intelligence—are once again making money hand over fist.

The recent share market rally on Wall Street has most economists tipping the worst of the global financial crisis might be over.
That optimism was underscored today when the big investment bank Goldman Sachs reported a surge in its third quarter profit to more than $US3 billion.

We should all bow to them as exemplars of the true American enterprising spirit while reverently thumbing the dog-eared pages of Atlas Shrugged.

I guess Rand is proven right once again.

But as this article in the NY Times makes clear, these profits have little to do with courage, enterprise, or intelligence:

It may come as a surprise that one of the most powerful forces driving the resurgence on Wall Street is not the banks but Washington. Many of the steps that policy makers took last year to stabilize the financial system — reducing interest rates to near zero, bolstering big banks with taxpayer money, guaranteeing billions of dollars of financial institutions’ debts — helped set the stage for this new era of Wall Street wealth.

The recent success of some banks is a case study in the degree to which economic success in this country is never the product of individual genius or initiative alone. People who make a lot of money do so because social and political arrangements enable them to make it.

But even in an article that makes this transparently clear, the language of individual initiative is still dominant.

A big reason for Goldman Sachs’s blowout profits this year has been the willingness of its traders to take big risks — they have put more money on the line while other banks that suffered last year have reined in such moves. Executives say there are big strategic gaps opening up between banks on Wall Street that are taking on more risks, and those that are treading a safer path.

But it is not a risk if the government is guaranteeing you will not fail.

“All of this is facilitated by the Federal Reserve and the government, who really want financial institutions to get back to lending,” said Gary Richardson, a research fellow at the National Bureau of Economic Research. “But we have just shown them that they can have the most frightening things happen to them, and we will throw trillions of dollars to protect them. I have big concerns about that.”

If anyone is taking risks it is the American taxpayer.

The very language the media uses to describe an ordinary news event presupposes an utterly misleading explanation of what is happening that reinforces the patently ridiculous notion of big business bureaucrats as cultural heroes.

That is part (but only part) of the reason why Rand’s books still sell.

Good News

Monday, July 20th, 2009

In the blogosphere, we tend to focus on bad news because bad news means there is a problem to discuss. But it is important to celebrate good news, and there has been some good news of late.

We have been living with the threat of nuclear arms for so long that we sometimes take the threat for granted as though it is just part of the background of modern life. That is a mistake since a nuclear catastrophe would be so enormously destructive that even relatively small probabilities of an attack or accident should not be ignored.

It is a good thing that Obama is not ignoring the threat. It didn’t generate many headlines,  but two weeks ago Obama signed an agreement with the Russians to eliminate about 30% of the nuclear arsenals possessed by both countries.

Arms-control analysts who support Obama’s determination to conclude a new START agreement say that the stated reductions are significant because they are realistic enough to receive the legislative-branch ratification required in both countries, yet ambitious enough to act as a first step toward Obama’s vision of a world eventually free of nuclear arsenals.

Although the casualty news out of Afghanistan has been grim recently, terrorism expert  Peter Bergan thinks that success is achievable.

Bergan argues that the level of violence is much less than it was in Iraq, the Taliban in Afghanistan are not well financed and lack numbers sufficient to hold territory, and the U.S. as well as the Karzai government have much more popular support than the Taliban. Furthermore, Obama’s strategy decisions have been correct and the situation next door in Pakistan is showing signs of being less favorable to the Taliban. I’m a bit skeptical of military victories, but Bergan is well-informed and has done good work in the past, so if you are looking for good news this is encouraging.

On the home front, although the health care proposals coming out of Congress are vigorously opposed by the Chamber of Commerce and almost every other business trade association, WalMart has decided to support the employer mandate that will require all employers above a threshold to offer insurance. This is an important crack in the usually air tight solidarity of the business community and is a bit of good news for Obama’s attempt to overhaul the health care system.

Finally, it is a mixed blessing, but bank profits are up

Bank of America and Citigroup yesterday became the latest megabanks to report multibillion-dollar profits in the second quarter, joining J.P. Morgan Chase and Goldman Sachs. The four banks together earned $13.6 billion only half a year after they lost a combined $20.8 billion.

This is to be expected given the extraordinary subsidies they are receiving from the federal government, but at least it suggests some of the liquidity problems that have been undermining the economy may be behind us.

However, the linked article reports these banks are still not lending money.

The core business of banking — lending money to companies and consumers — remains deeply troubled. The number of borrowers defaulting on existing loans continued to rise rapidly, and the banks continued to respond by shrinking the total volume of their lending.

Even the good news is not all good.