Top TARP Cop Warns: The Bubble Is
Back<http://www.housingwatch.com/2010/02/03/top-tarp-cop-warns-the-bubble-is-back/>

By *Alyssa Katz* <http://www.housingwatch.com/writers/alyssa-katz/>*[image:
http://www.housingwatch.com/writers/alyssa-katz/rss.xml]*<http://www.housingwatch.com/writers/alyssa-katz/rss.xml>

Feb 3rd 2010 @ 8:00AM
  With home prices continuing to plummet every month, it may be hard to
believe. But it's now officially government policy to keep those home values
as high as possible. And Neil Barofsky, the Special Inspector General of the
Troubled Asset Relief Program, doesn't like it one bit.

In his latest quarterly report to
Congress<http://www.sigtarp.gov/reports/congress/2010/January2010_Quarterly_Report_to_Congress.pdf>,
Barofsky accuses the Obama administration of recklessly reinflating the real
estate bubble in an attempt to keep the housing market going and prevent the
collapse of financial institutions.

SIGTARP -- not a Bond villain but Barofsky's shorthand title -- sums up all
the sundry spending in one handy place. The Federal Reserve has been buying
mortgage-backed securities and other mortgage-related debt in enormous
volume, projected to reach $1.2 trillion by the time the effort expires at
the end of March. Treasury is spending hundreds of billions more to
capitalize Fannie Mae and Freddie Mac, so the agencies can continue to
finance home mortgages. Congress has extended the $8,000 tax credit for
first-time homebuyers and added a $6,500 credit for existing owners buying
new homes. And while Treasury's $75 billion Home Affordable Modification
Program is designed to forestall foreclosure for homeowners, its direct (and
intended) effect is to keep home prices high.

Combine all that spending to boost home prices with a still-bloated
financial industry – too big to fail, expecting to get bailed out, and
rewarding executives with huge bonuses in exchange for taking big risks –
and, warns Barofsky, the U.S. financial system is headed for The Great
Crisis, Part II. "Even if TARP saved our financial system from driving off a
cliff back in 2008, absent meaningful reform, we are still driving on the
same winding mountain road, but this time in a faster car," cautions the
report.

It's old news that the feds are reinflating the bubble by propping up prices
-- I wrote about it while George W. Bush was still president. But it's still
a big deal to have a critic as influential as Barofsky. He is a prosecutor -
a former assistant attorney general in New York specializing in mortgage
fraud. When he says price inflation is not just a waste of resources but a
dangerous development, we'd all do well to listen.

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