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...automakers tote up their January sales and release the numbers to the public this week, Wall Street analysts will be scrutinizing them more closely than usual with one end in mind: quantifying how badly Toyota has been hurt by its massive accelerator recall and identifying exactly which automakers are the most likely beneficiaries...

Author: /time Magazine | Title: Who Benefits from Toyota's Recall Problem? | 2/2/2010 | See Source »

...largest firms that survived the crisis. Could one argue that financial firms need to get bigger, not smaller? There is no evidence that large, multiplatform banks are more efficient or able to sustain risk than smaller banks. When I was on Wall Street, we used to have at least 20 firms that competed in the market. My book is the story of how Wall Street started as a group of small firms, and how those firms maneuvered to survive and prosper, but in the process, most either failed or were swallowed up by others. The net result has been...

Author: /time Magazine | Title: An Ex–Goldman Partner Lets Loose on Wall Street | 2/2/2010 | See Source »

...just completed an 80-year history of Wall Street. What did you learn? There is now about $140 trillion in market capitalization in the word's financial markets looking for investments. That money can now move around very easily. But even if a relatively small portion of that money goes after something - say, mortgages - it can quickly cause a bubble and a crisis. So all this good work we have done in the past few years to make our capital markets more efficient and open has also made them very hazardous, and we haven't done anything yet to address...

Author: /time Magazine | Title: An Ex–Goldman Partner Lets Loose on Wall Street | 2/2/2010 | See Source »

...Wall Street also seems unhappy about a fee for being big. Financial executives don't like the idea of having to pay a too-big-to-fail tax, but nonetheless I think they get it. Banks pay for deposit insurance - this just extends the idea to the rest of the bank's liabilities, which get covered by implicit too-big-to-fail guarantees. What a lot of firms don't like is the idea of having to pay a financial-crisis-responsibility fee for the next decade, as Obama has proposed to recoup TARP loans to AIG, the auto industry...

Author: /time Magazine | Title: An Ex–Goldman Partner Lets Loose on Wall Street | 2/2/2010 | See Source »

...just break up the biggest firms? I'm a Republican and a former Wall Streeter and don't favor government intervention in markets. But I can see where breaking up the banks would be a positive for the free markets. We want a system where firms are able to take risks, but we have to protect ourselves from the risks eating us alive, which can happen when the risks are concentrated in just a few banks. Breakups would distribute risk over a greater number of players and would probably be good for the banks as well. Most financial firms...

Author: /time Magazine | Title: An Ex–Goldman Partner Lets Loose on Wall Street | 2/2/2010 | See Source »

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