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Damnation Through Great Praise

A great example of how we got to the credit-market meltdown

Sometimes the greatest blame comes from great praise when viewed in hindsight.  The Los Angeles Times proves that with an article from 1999 heaping praise on the very people most responsible for the credit-market meltdown.  Ronald Brownstein lauded the Clinton administration for boosting minority ownership by forcing lenders to offer better terms to marginally-qualified borrowers — and noted the financial creativity from Fannie Mae and Freddie Mac as a crucial component of Bill Clinton’s efforts.  It also demonstrates why Congress mandated the failure of the lending system, and why it has to act to fix it

Most people would agree that higher home-ownership rates are a positive sign in any community.  They indicate investment in a community and commitment as well.  Property owners have more of a stake in their cities and towns, and also typically support property rights in general.

But how was this accomplished?  Here’s where that praise turns to condemnation (emphases mine):

Under Clinton, bank regulators have breathed the first real life into enforcement of the Community Reinvestment Act, a 20-year-old statute meant to combat “redlining” by requiring banks to serve their low-income communities. The administration also has sent a clear message by stiffening enforcement of the fair housing and fair lending laws. The bottom line: Between 1993 and 1997, home loans grew by 72% to blacks and by 45% to Latinos, far faster than the total growth rate.

Requiring banks to serve their low-income communities.  That’s shorthand for taking on more risk and lowering what had been standard prerequisites for purchasing homes.  Normally, lenders would have demanded at least 10% down, and preferred 20%, and demonstration of stable income, of which the mortgage payments would not exceed 30%.  Under threat of prosecution for bigotry, lenders had to start taking less-qualified borrowers as clients.

Normally, I’d say let the lenders drown.  Unfortunately, this isn’t completely their fault, and we should have known better.  Not too many of us complained about the rapid escalation of our own equity that came from this housing/lending bubble, and in the end most of us will still benefit from it, if not quite as much as it seemed a year ago.  Three years ago, Alan Greenspan tried to get Congress to act, and only John McCain, Chuck Hagel, John Sununu, and Elizabeth Dole responded — while politicians of both parties made sure to keep the Ponzi scheme in full swing.  And those MBSs were minted at the behest of Congress, the people’s branch of government.  We broke it, and we own it.

Government created this problem, and government will have to provide at least part of the solution.  What we need is a way to make sure that government doesn’t interfere in lending markets again.  We need to eliminate GSEs entirely and let borrowers and lenders find each other in the marketplace.  If government would quit trying to pick winners and losers, we wouldn’t find ourselves in this grave financial crisis.



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