krugman.blogs.nytimes.com/2008/09/20/no-deal
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And there's nothing at all in the draft that says what happens next; although I do notice that there's nothing in the plan requiring Treasury to pay a fair market price. So is the plan to pay premium prices to the most troubled institutions? Or is the hope that restoring liquidity will magically make the problem go away? Here's the thing: historically, financial system rescues have involved seizing the troubled institutions and guaranteeing their debts; only after that did the government try to repackage and sell their assets. The feds took over S&Ls first, protecting their depositors, then transferred their bad assets to the RTC. The Swedes took over troubled banks, again protecting their depositors, before transferring their assets to their equivalent institutions. The Treasury plan, by contrast, looks like an attempt to restore confidence in the financial system -- that is, convince creditors of troubled institutions that everything's OK -- simply by buying assets off these institutions. This will only work if the prices Treasury pays are much higher than current market prices; that, in turn, can only be true either if this is mainly a liquidity problem -- which seems doubtful -- or if Treasury is going to be paying a huge premium, in effect throwing taxpayers' money at the financial world. And there's no quid pro quo here -- nothing that gives taxpayers a stake in the upside, nothing that ensures that the money is used to stabilize the system rather than reward the undeserving. But let me say it again: Treasury needs to explain why this is supposed to work -- not try to panic Congress into giving it a blank check.
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Authorization for the use of financial force Brad DeLong beat me to it. Even if you have full faith in Henry Paulson, Intrade currently gives John McCain a 48 percent chance of being president.
No deal I hate to say this, but looking at the plan as leaked, I have to say no deal. Not unless Treasury explains, very clearly, why this is supposed to work, other than through having taxpayers pay premium prices for lousy assets.
Doubts about the rescue There's something I don't quite understand about how the big rescue plan is supposed to work. So, here's my problem: what we have now are a bunch of financial institutions in trouble, because they're highly leveraged, and have mortgage-related assets on their books.
Follow the money Round and round Where will the money for the big bailout come from? In the long run, of course, it will come from you -- the taxpayer. The answer, if you think it through, is that it doesn't have to come from anywhere.
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