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Can't believe this is in Forbes


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Wall Street is back,” says the New York Times, and the economic cost is high. The excessive financialization of the U.S. economy reduces GDP growth by 2% every year, according to a new study by International Monetary Fund. That’s a massive drag on the economy–some $320 billion per year. Wall Street has thus become, not just a moral problem with rampant illegality and outlandish compensation of executives and traders: Wall Street is a macro-economic problem of the first order.

http://www.forbes.com/sites/stevedenning/2015/05/31/wall-street-costs-the-economy-2-of-gdp-each-year/

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Yes, I'm sure a paper on the impact of excessive debt-to-GDP ratios impacting volatility in GDP growth in emerging markets is completely applicable to the US economy. Particularly when they're misquoted.

 

:doh:

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Yes, I'm sure a paper on the impact of excessive debt-to-GDP ratios impacting volatility in GDP growth in emerging markets is completely applicable to the US economy. Particularly when they're misquoted.

 

:doh:

If the hallmark of emerging markets is exporting more agricultural products and natural resources than manufactured goods then we are an emerging market.

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If the hallmark of emerging markets is exporting more agricultural products and natural resources than manufactured goods then we are an emerging market.

 

Please explain to me the great virtues of manufacturing in the 21st century economies?

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If the hallmark of emerging markets is exporting more agricultural products and natural resources than manufactured goods then we are an emerging market.

 

Yes, our banking system costs us $320B annually because we export corn.

 

 

Where in either of the IMF papers referenced does it say that? Oh, that's right...you didn't read them. You read a blog post that confirmed your preconceived notions, and now you're finished. And you wonder why we consider you massively ignorant.

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Yes, our banking system costs us $320B annually because we export corn.

 

 

Where in either of the IMF papers referenced does it say that? Oh, that's right...you didn't read them. You read a blog post that confirmed your preconceived notions, and now you're finished. And you wonder why we consider you massively ignorant.

 

26.

In contrast to previous literature, the estimated relationship is general enough to

capture the link between growth and financial development for countries at various stages of

development. Indeed, the empirical analysis suggests there are no “EM-specific” effects and no

significant variation in the relationship between growth and financial development across levels of

income. This is in stark contrast with the results of similar regressions in previous work that use

narrower measures of financial development, such as the private credit to GDP. This weakening of

observable heterogeneity in the finance-growth relationship when using the FD index suggests that

it is overall a better measure of financial development, capturing more accurately relevant

differences across countries.

27.

Looking at two components of growth—total factor productivity (TFP) and capital

accumulation—the empirical evidence suggests that the “too much finance” effect reflects

primarily the impact of financial development on TFP growth (Figure 8). The results indicate

that high levels of financial development do not impede capital accumulation, but lead to a loss of

efficiency in investment, suggesting that the quality of finance—for instance, the allocation of

financial resources toward productive activities and that of human capital across sectors—is

impaired at high levels of financial development. In other words, many functions of the financial

sector, such as mobilization of savings and transaction facilitation, may remain intact at high levels

of financial development, but other functions, such as efficiency in the allocation of capital and the

efficacy of corporate control, may begin to break down. Again, the estimates suggest no evidence

of an EM-specific effect in this decomposition exercise

http://www.imf.org/external/pubs/ft/sdn/2015/sdn1508.pdf

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If the hallmark of emerging markets is exporting more agricultural products and natural resources than manufactured goods then we are an emerging market.

 

And this has nothing to do with the paper, whose conclusion is basically that in a bull market, more people will use financial engineering to optimize returns, rather than invest more in companies' operations. Earthshattering.

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