Investment Newsletter Summary - Derivatives and Why They Matter

The recipients of the massive bail-outs and buy-outsinformation regarding counterparties to the regulators.
administered by the USA government have all beenWith this shroud of anonymity around the derivatives
in the same sector of the USA economy: the financialmarket, investors, government agencies, and private
sector. Why is the financial sector the privilegedagencies can not ascertain the risk assumed by
sector? The answer is simple and yet staggering. In aindividual companies, banks, or the entire financial
word, it is derivatives. Warren Buffet describedsystem.
derivatives as, "Weapons of Economic Destruction",The second reason why derivatives are so
and in the following paragraphs, I'll discuss brieflydangerous is their massive market size. The typical
what a derivative is and then place most of thevolatility which affects this market ranges from 2%
attention on why they have become the "weaponsto 5%, so on any given day, the losses from this
of economic destruction".one quadrillion USD market can approximate US$37
What is a derivative? Per Wikipedia, derivatives aretrillion dollars! The total market value of all equities on
"financial contracts, whose values are derived fromthe planet is about US$31 trillion, so derivatives have
the value of something else. The underlying value onthe power to destroy all of the known world's
which a derivative is based can be an asset (e.g.,equities in a single day.
commodities, stocks, residential mortgages,Now that we understand the magnitude and
commercial real estate, loans, bonds), a stock index,destructive power of the derivatives market, we can
weather conditions, or other items. A derivativelikewise understand the reason why the financial
enables investors to take rather large positions (a.k.a.sector of the USA has received, in bail-out money
a gamble) in a given market for a relatively smallfrom the USA government, more money in terms of
amount of capital, and with such leverage comesGDP than was given to pay for World War 1, the
substantial profit, if the gamble is correct, or loss, ifKorean War, the Vietnam War, the Gulf War, and
the gamble is wrong. With a derivative, one investorOperation Iraqi Freedom COMBINED. The financial
wins and one investor loses.sector has become, as they say, "too big to fail", and
Why are derivatives "weapons of economicthus the reason why the financial sector has received
destruction"? The answer has two reasons, the firsttrillions of dollars worth of US tax payer funded
being their lack of transparency. Those who investbail-out money.
through derivatives are not required to disclose