Moon of Alabama Brecht quote
December 30, 2008
Detroit Deals

Hey, if everyone here puts in a buck, we can buy a MoA house in Detroit.

Thinking of Detroit. GMAC, General Motors Financing Arm, was supposed to become a bank and eligible for TARP money if it was able to restructure debt it has into equity. But some GMAC bondholders did not want to convert the GMAC bonds they own into stocks of lesser value and boycotted that solution. PIMCO being the biggest one of them.

On one side it risked that GMAC would go bankrupt and default on the bonds PIMCO owns. On the other side was the chance that the Treasury would break its own rules and bail out GMAC no matter what and the bonds would be paid for in full.

PIMCO won. The Treasury caved in:

The Treasury said it would use $5 billion from the $700 billion financial rescue fund it oversees to buy preferred stock from the company. It said it would also lend $1 billion to General Motors, which owns 49 percent of GMAC, to allow it to invest further in the firm.

Someone should please explain the next grafs to me.

GMAC also will get an investment of $1.25 billion from General Motors and Cerberus, the private equity firm. Cerberus, which owns 51 percent of the company, will invest $250 million. General Motors will invest $1 billion that it is borrowing from Treasury.

The deal is lopsided — such investments are generally proportional to existing ownership stakes — and it could have the effect of restoring GM to majority ownership of GMAC.

The distinction would be short-lived, however, because the Federal Reserve has required both companies to divest most of their ownership stakes as a condition of allowing GMAC to become a bank holding company.

GM is, by demand from the Fed, supposed to lower its stake in GMAC as a condition for GMAC to become a bank. Now the Treasury lends a billion to GM to buy more of GMAC so GMAC has the equity to become a bank. Something does not compute here.

But this deal might reignite the great credit machinery:

GMAC, the automobile financing company, said Tuesday morning that it would immediately resume financing to a wider range of car buyers, a day after the Treasury Department injected billions of dollars into the lender.

And General Motors said Tuesday that it would begin to offer zero-percent financing on some models as it tries to jump-start sales.

“This is exactly what some of the government money was intended to do — stimulate credit, stimulate business,” Mr. LaNeve said.

That is healing the consequences of the last binge with more hard drinks. That may work as long as the consumer's liver is able to cope with it. I doubt that's still the case.

Comments

‘next graphs’ s/b ‘next grafs’ in journo lingo- ed.
GMAC turns around and offers 0% financing to keep the snowball growing.

Posted by: biklett | Dec 30 2008 19:20 utc | 1

Based on my junk mail today, it seems the car lenders are leaning on people with bankruptcies in their past (if I were to get another loan, there’s no way I could BK my way out if things got tough) because they can’t get out of the loans. Think of them as “prisoner deals”.
My bet is banks are trying to create portfolios of these ‘prisoner loans’ that can be sold off at a profit to a ‘servicer’ under the auspices of “these loans are all on BK timeouts, so they can’t default.”

Posted by: Jeremiah | Dec 30 2008 19:50 utc | 2

@biklett – thanks, corrected

Posted by: b | Dec 30 2008 19:54 utc | 3

GMAC is a bank by all rights, and we are making a mistake in thinking that General Motors is an automotive company with a financial arm. It is a finance company with an automotive arm.

Posted by: ralphieboy | Dec 30 2008 21:25 utc | 4

Be glad for any breaks you get now. The Fed/Treasury is filling the coffers of the carpetbaggers. Wait until this time ~six months from now, when “Independence Day” takes on a new and feral meaning for 20,000,000 homeless Americans, and the carpetbaggers are running riot with our tax dollars, buying up equity 5c on the $1.
If you play your cards right, you can grab a GM Caddie for 0% now, pay a few months until you’re evicted, then have some decent wheels to live in, instead of a broken down old Ford Fairline 500 station wagon that gets 8mph in between major breakdowns.
See, the problem is the American media is a Wall Street tool employing fools, none of whom lived through the street 1970’s. They’ve playing this like little theatre, oooo, dark clouds, rag dolls, scarey shadows, lightning, thunder, but then the sun will come out … tomorrow …
“In 1452, Nicholas V issued the papal bull Dum Diversas, granting the king of Portugal the right to reduce any “Saracens, pagans and any other unbelievers” to hereditary slavery. Dum Diversas legitimized the colonial slave trade that begun around this time, with the expeditions by Henry the Navigator to find a sea route to Mumbai, expeditions financed with African slaves. This papal approval of slavery was reaffirmed and extended in his Romanus Pontifex of 1455.”
Dum Diversas = Bilderbergian Global Free Trade (Slave Trade) in Goods, But Without Any Freedom of Movement. Roughly the same political sanctions as a Modern Dairy Barn.
Know’m sayin’? Mo-o-o-o-oA.
Rental Nation.

Posted by: Yellow Tiber | Dec 31 2008 3:44 utc | 5

As usual, my comment is little more than barf, but the implied theme b has here that slave trade has only taken a more humane (=cost effective) mask, is on mark.
Here in the Happy Little Kingdom, the folk joke, in its wisdom, calls wage-earners “wage-slaves” (løn slaver”)

Posted by: Chuck Cliff | Dec 31 2008 7:17 utc | 6

Rental Nation or Pawn Nation?
I just read an article in US news and world report about Islamic banking boosting the London financial district. they use radical
business models because the Koran prohibits charging interest. due to their unusual practices, they have a much stronger position in today’s economy.
I’ll have to hunt it down and post it, in the meantime here’s one for you thinking fellers…
Wealth, Illth, Money, and the Financial Crisis

This column is an attempt to aid in the understanding of the current
financial crisis, using classic texts by Robert Anton Wilson that
explain the difference between wealth (real wealth or real capital),
illth, and money (money wealth or money capital).
continued:

Posted by: Uncle $cam | Dec 31 2008 7:54 utc | 7

CC,
I am reminded of the Groucho Marx routine in “The Cocoanuts” in which he explains to his employees that wages are the cause of wage slavery, and in order to emancipate his workers, he is not going to pay them any wages…

Posted by: ralphieboy | Dec 31 2008 12:26 utc | 8

Those big boys aren’t as stupid as some of you think. Speaking figuratively, my guess is that they’re using public money to prop the roof up while, inside the structure, they’re loading private money onto trucks and shipping it out of the country. After the whole thing is completely hollowed out, they’ll quit asking for public money and let the structure collapse on the feds.
Meanwhile, they’ve got all of their own money stowed away safe, somewhere, invested in christ knows what, but something solid, you can bet on that. Inflation may kill the rest of us, but it won’t touch the big boys.

Posted by: Jimmy Montague | Jan 1 2009 4:21 utc | 9