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Paulson's Plans

Still, the idea that the government can simply wave a wand and everything will be better is naive. Usually it's government itself that causes the problem — and then blames industry for it. That's certainly true with the subprime crisis.

Those old enough remember the Community Redevelopment Act of 1977, which in essence compelled banks with U.S. charters to lend to people who didn't have sterling credit histories. The idea was to help poor, deserving minorities get access to credit and homeownership.

But banks and mortgage lenders started putting marginal credit risks into homes they clearly couldn't afford. Today, according to Goldman Sachs, the unwinding of this problem will cost upward of $460 billion in the U.S., and more than $1 trillion globally.

But we also think that, at the end of the day, the government must operate under a kind of Hippocratic oath: First do no harm. A corollary to that is: Markets must be allowed to work. Any reform that doesn't do that is sure to be a costly failure.



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