I got my Costco rebate check in the mail today and it’s a cool $800 but I won’t be spending much of it as I continue to hoard cash and food while I watch the economic crisis continue to expand like the blob over every facet of American life.

I had another philosophical debate with a friend this weekend over the housing mess.   The President’s plan to help stabilize the housing market is going to end in miserable failure  no matter how you do it:

1. If the government helps pay people’s mortgage, an instant moral hazard will be created.  Why should I pay my full mortgage when the government is partially paying someone else’s that made very bad decisions and choices?

2. If the government forces forgiveness on part of the loans and reduces the principle, how badly will investors get screwed?  This is changing the underlying principles of contract law and if contracts won’t be honored then all hell will break loose.

3. If the government props up housing prices then how will consumers ever be able to get affordable housing when the government is artificially propping up housing prices?  Is the new paradigm that you MUST pay inflated housing prices to live in a home?

No matter which way you look at the problem, there isn’t really a solution unless you consider issuing new currency and repricing all assets based on that new currency.   It’s going to be very painful…..