The Historic Link Between Tulips and the Sub-Prime Mortgage Debacle

Almost every living individual is being effectedTulip Mania. His "Extraordinary Popular Delusions and
adversely in some way by the international economicthe Madness of Crowds" remains in print to this day.
meltdown we are experiencing today. The genesis ofBusiness schools and economists refer to Mackey's
this severe financial downturn is attributed to the Unitedstudy of the herd mentality of people during manias.
States government encouraging the expansion ofNevertheless, though Extraordinary Popular Delusions
homeownership to people who would have historicallyis still studied, its lessons have hardly been taken to
been deemed unworthy of obtaining credit. Theheart.
banking systems participation and eagerness toThe greed and hubris that are always present in
leverage credit risks by extending loans to people withmanias too often define the human condition. People
poor credit histories is the principal cause of the currenttend to see someone profit from an enterprise and try
sub-prime mortgage crisis.to emulate their perceived success. This engenders
Historically, the bursting of the credit bubble follows aever more people attempting to participate in the affair
long and dubious line of similar scandals. Greed, hubrisand the result is a panic, a mania, a bubble, then
and suspension of common sense and disbelief aredisaster.
always present before the hen comes home to roostThe no money down payment, zero document loans,
after the gravy time has ended. The panic of 1908 inoffered in the last decade created a completely
the United States, the worldwide Great Depressiondifferent type of borrower and lender. The borrowers
and the implosion of the technology stock bubble in thehave no skin in the game. They get to possess a
late 1990's are memorable examples of euphorichome in which they have no equity. As long as their
periods followed by great loss and assignation ofcondition is stable they can maintain possession.
blame as to the causes of these financial busts.However, if their fiscal condition recedes, or the value
These peaks and troughs in economic fortune are notof the property declines, they are in deep trouble.
unique to modern times. One of the earliestForeclosure is a reasonable action for them to
documented financial crazes was the Dutch Tulipundertake to simply walk away from a gamble that did
Mania in the 17th century. The Dutch, being a tiny,not work out for them.
mercantile nation, surrounded by larger, strongerThe lenders have suspended proper underwriting
empires were the earliest creators of trade policiesstandards in order to induce entry into these risky
and sophisticated financial products. One of their mosthome sales transactions. They have little skin in the
creative vehicles was the introduction of the futuresgame, because they have conceived exotic packaged
market.investment vehicles where mortgages are bundled and
Tulips were introduced into the Dutch economy andsold to investment speculators all over the world. The
agronomy early in the 17th century. They quicklyowner of the mortgage is actually unknown to the
became prized for their beauty and the floralmortgagee, or even the originator of the loan. The loan
engineering that created many unique, exotic varietiesoriginator collects their fees and offloads the loan
of tulips. An exchange mechanism developed forobligation from their balance sheet. The risky
speculation in the valuations of the various strains oftransaction is now someone else's responsibility.
bulbs. By 1637 a full-scale mania had erupted inAs a result we have endured a period of fake
evaluating future tulip bulb harvests.prosperity built on credit swaps, personal irresponsibility,
Records from that period are sketchy, but it is knowncorporate irresponsibility and governmental corruption.
that a single Viceroy Tulip bulb was valued underThe mania of our time is cheap credit. This bubble has
contract for between 3000 and 4200 Dutch florins inburst, and every homeowner faces shrinkage in the
1637. Contrast this with the annual wage of a skilledvaluation of their property because of the greed of
Dutch craftsman of 150 florins per year. Isn't this aspeculators and the attempt of government to secure
definitive example of excessive senseless mania?homeownership for people who should be renters.
The Dutch referred to such trading contracts as "windCommunity banks and credit unions that have
trade". This was because no one ever actually tookmaintained high lending standards are being hurt
possession of the tulip bulbs. They simply owned abecause of the recklessness of the giant money
piece of paper, a contract that documented their claimcenter banking institutions.
on the tulip bulbs. Does this example of financialRetirees and prudent investors have seen their
engineering ring any bells today in our currentsavings and investments slaughtered because of the
distressed situation?inane greed and corruption of others.
The popularity of the tulip trade, and the amazingThe 1990's technology stock bust decimated a
returns, mostly paper gains that were realized by thegeneration of people who came to believe that
early speculators created a stampede ofinvesting in the inter-net was the new "Holy Grail" for
inexperienced, gullible speculators. Noblemen, farmers,prosperity. Startup companies with no sales, no
sausage makers, chimney sweeps and day laborersbalance sheets and inexperienced management were
began to speculate hoping to turn a few florins intogiven huge market valuations. Investors were advised
exponentially huge investment returns. Of course, thethat the tech boom was just in the first or second
last investors in, were the most harshly abused by theinning of this nine inning game. Brokerage firms
implosion of the tulip bulb speculative bubble. This is trueprovided guidance on equities that they actually made
in all bubble cycles.markets for. This bit of double dealing lead to constant
The British economist Charles Mackey wrote a tomebuy calls on tech firms stock that insiders knew had no
in the 18th century cataloguing the history of the Dutchprospects for success.