Wednesday, November 17, 2010

Sovereign Debt Pt. 1 (Or, How I Learned to Stop Caring About the Chinese)


If you had not heard, countries borrow from each other. This borrowing is called sovereign debt. The lending and borrowing governments are the “sovereigns” I refer to below and in future posts. I have already wasted too much time and too many words on background information. Learn to use Google so I can get to the interesting stuff.

What I find interesting about sovereign debt is the sheer amount of money involved, and the ultimate unenforceability of the debts. Most borrowers, be they individuals or corporations, cannot obtain a five-figure loan without collateralizing tangible property of substantial value. Sovereigns, by contrast, routinely borrow hundreds of millions of dollars without any form of collateral.

The lack of collateral is why I am almost completely unconcerned about America’s massive deficit. Yes, we owe the Chinese googol dollars, but who cares? America is not a person, nor is China. The only way to “force” debt repayment is by physically taking a person’s hand and guiding it across their checkbook. This obviously cannot occur between abstract constructs like countries.

But couldn’t our creditors just start a war with us, you may ask? Yes, of course, I may respond. However, war is an unlikely and probably futile step in sovereign debt collection. Research (that I do not feel like linking to at the moment, but might later) indicates that military force is rarely, if ever, used to collect overdue debt from a sovereign.

Why? I’ll tell you later.

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