I fall in the the second camp, read it all

http://spectator.org/archives/2009/02/06/the-true-origins-of-this-finan

>>> Two narratives seem to be forming to describe the underlying causes of the 
>>> financial crisis. One, as outlined in a New York Times front-page story on 
>>> Sunday, December 21, is that President Bush excessively promoted growth in 
>>> home ownership without sufficiently regulating the banks and other mortgage 
>>> lenders that made the bad loans. The result was a banking system suffused 
>>> with junk mortgages, the continuing losses on which are dragging down the 
>>> banks and the economy. The other narrative is that government policy over 
>>> many years--particularly the use of the Community Reinvestment Act and 
>>> Fannie Mae and Freddie Mac to distort the housing credit system-- underlies 
>>> the current crisis. The stakes in the competing narratives are high. The 
>>> diagnosis determines the prescription. If the Times diagnosis prevails, the 
>>> prescription is more regulation of the financial system; if instead 
>>> government policy is to blame, the prescription is to terminate those 
>>> government policies that distort mortgage lending.

There really isn’t any question of approach is factually correct:
right on the front page of the Times edition of December 21 is a chart
that shows the growth of home ownership in the United States since
1990. In 1993 it was 63 percent; by the end of the Clinton
administration it was 68 percent. The growth in the Bush
administration was about 1 percent. The Times itself reported in 1999
that Fannie Mae and Freddie Mac were under pressure from the Clinton
administration to increase lending to minorities and low-income home
buyers--a policy that necessarily entailed higher risks. Can there
really be a question, other than in the fevered imagination of the
Times, where the push to reduce lending standards and boost home
ownership came from?

The fact is that neither political party, and no administration, is
blameless; the honest answer, as outlined below, is that government
policy over many years caused this problem. The regulators, in both
the Clinton and Bush administrations, were the enforcers of the
reduced lending standards that were essential to the growth in home
ownership and the housing bubble.
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