Steve Bartlett of the Financial Services Roundtable told Judy Woodruff of PBS: “I have never met a small business man who applies for a loan that doesn’t think that he or she is qualified.”
Bartlett’s group represents most of the banks that met with Obama to field the fool’s demand that banks lend for the sake of lending (the practice that helped bring about the financial collapse).
Bartlett: “The fact is you have to do it one loan at a time and make sure it’s a good loan. And that is what we communicated to the president today. We’re setting out to look for ways to make more loans, to increase business lending, but we’re not going to get back into that old habit of making bad loans.”
AND:
“A loan is not capital. … Capital is your own money. A loan is the money that you have to pay back. … There are 8,000 banks out there and 50,000 other non-bank lenders, so it is a competitive marketplace. If someone has a loan that has full cash flow and full collateral, they will be able to get the loan.”
Peter Schiff, on the other hand, isn’t buying anything the bankers claim: “Major investment and commercial banks are not back on their feet,” he notes, “but remain fundamentally insolvent. Their current business model of risk-free speculation depends upon the maintenance of government backstops, the continued availability of cheap money from the Fed, and the use of accounting gimmicks that allow them to conceal losses behind phony assumptions.”
Amity Shlaes, who knows a thing or two about FDR, informs us that “capital strike” is the label “a petulant Franklin Roosevelt” gave to the banks’ refusal to lend:
“Election cycles also contribute to capital strikes. Banks today know that whatever the White House says, it has to stop pouring out the cash eventually, probably after midterms. Banks in the 1930s held onto cash because they knew Roosevelt would stop spending after the 1936 election, and he did.”
“These bankers had been burned. The wary banks reacted by stashing away yet more cash. The result was an unforeseen tightening and less cash in the economy.”
Update: Ron Paul: “The banks seem to be hoarding liquidity now but once these dollars make their way into the economy, hyperinflation and economic chaos will be a real possibility.”