TimingLogic's Blog

Reasoned, Relevant And Often Contrarian Commentary On Economics

TimingLogic

TimingLogic
Birthday
November 07
Bio
I'm an electrical engineer and mathematician by training. My career has spanned diverse areas of expertise from being part of a team which designed the world's most powerful computers to corporate consulting around business transformation and information-based solutions to being a corporate sales and marketing executive in the information technology and business consulting space. I’ve led teams responsible for innovative and transformative solutions and been part of teams that helped set strategy for many of America's greatest companies. Two of my interests are econometrics, democratic finance and quantitative - qualitative analysis. Over the years I have developed risk-based models and trading systems meant to identify significant investment opportunities and periods of extreme risk. My blog is an outlet for another of my passions, writing. I generally consider myself a contrarian. Therefore, many of my rantings are meant to encourage people to question what they believe to be true. Terms of Use & Disclaimer: First off, I don't take anything on here too seriously and you shouldn't either. These are simply sardonic rantings of Bill, my alter ego, often meant to agitate for peaceful & nonviolent reform. This web site reflects the views of its authors. It is unaffiliated with any NASD broker/dealer. Statements on this site do not represent the views or policies of anyone other than its authors. The information on this site is provided for discussion purposes, comedic relief and entertainment only and are not investing recommendations. The authors may have positions in securities mentioned herein. Under no circumstances does this information represent a recommendation to buy or sell securities. While information discussed on this site was gathered from what are believed to be reliable sources, in no way is informational accuracy guaranteed. All information on this site may contain errors and omissions. Trading and investing involves high levels of risk. Always consult a licensed financial advisor or broker before making any and all investment decisions. Authors of this site and any sites which are fed by said site, including Open Salon and others, will assume no responsibility for the actions of the reader and user. Readers and users agree, as condition to accessing this site, to release and hold harmless this site's authors from all liability in connection with this site or any views posted on this site. All readers and users of this site agree that use of this site requires acceptance to the current Terms Of Use & Disclaimer and that current terms include any and all use and material from site inception. If you do not understand these statements in their entirety or do not agree to be bound by this current agreement, you must immediately discontinue use of this site. This Terms Of Use & Disclaimer may change at any time and it is the reader's and user's responsibility to review, understand and abide by any updates.

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I have written of the coming collapse of China since well before the 2008 collapse.    It was preordained long ago.   Actually Bill Clinton and Al Gore’s corrupt presidency and their policies preordained it.  It’s coming regardless of what the central planners, inclu… Read full post »

As I noted in my last post on Janet Yellen’s asshat remarks, money is fungible.   That means all assets impacted by Federal Reserve policy are impacted equally.   There is no bubble in small caps or junk bonds or other discrete examples.  The bubble is everything.  The… Read full post »

If this is accurate, and it probably is, true science should have predicted this.   In other words, the magnetic field’s strength is likely proportional to solar activity.  If there is a weak sun, there is a weak magnetic field needed by the earth.  There are scientists who did… Read full post »

This is a nice article.  But, this is not the third biggest bubble.  It is the largest bubble by far.  I have noted on here in the past that traditional measurements do not capture the scale of horror that defines asset prices.  PE, Tobin’s Q, market value to GDP, Multi-year PEs… Read full post »

I remember back in 2008 during the midst of the collapse, I got a mid-day call from a friend.  I had told some time beforehand that if I were him I would consider liquidating all of my financial investments into cash.   I told him that there was a mass awakening underway… Read full post »

One of the major themes on here is that a job is not a job is not a job.  There are capital-producing activities or employment and capital-consuming activities and employment.   The first makes society richer and the latter simply derives its existence through the consumption of wealth… Read full post »

I have to laugh at the endless nonsense of people who write and say the most ignorant things.  Like we haven’t had free markets in a long time.  And free markets would solve this current global depression.  Or, this isn’t capitalism, it’s corporatism.  Or, let th… Read full post »

A month or so ago it was reported by the brilliant mainstream press that a computer passed a Turing Test and, thus it is implied has somehow reaching some level of human ability.   Additionally, just some days ago a physicist, with a profit-driven intent of selling books, noted that humanitRead full post »

Given the massive crises, poverty and economic horrors that face our nation. I must agree with this congressman.  Obama’s behavior is aloof, bizarre and detached.   It’s almost like he is living in a delusional bubble of his own making.  How does anyone shoot pool, drink beer… Read full post »

This is a perfect example of how ignorant the world has become under the corporate state and its political toadies.  While suffering is at such an extreme level, our fearless leaders tell us we are living through unprecedented times of peace and the global economy has recovered.   Is t… Read full post »

At the link is an interview done in 1985, I believe.   The interview is with a KGB defector, Yuri Bezmenov, who defected to Canada.  These interviews are pretty popular consumption on Youtube.   Many readers may be familiar with Yuri.  In another interview, also done dur… Read full post »

Let me say as noted on here many times, I don’t typically partake in conspiracy theories.  Conspiracy is much different than conspiracy theory although theorists would try to deny that fact.  Parties conspire on behalf of their own interests very day.   That is the basis of… Read full post »

I don’t know how many people appreciate the profundity of lies and deceit in this moment.  But they are beyond our imagination.  Everything has been corrupted by the state.  The state, which is the definition of violence, seeks to ameliorate their violence through further acts of vio… Read full post »

Jeff Bennett at the Wall Street Journal has done an excellent job covering the recent GM fiasco.  There are three articles he has penned that are a worthy read.   The titles are shown below.  Unfortunately, they are pay articles unless you find them through Google.  So, if yo… Read full post »

Well, the final numbers are in and it’s much uglier than anyone could have imagined.  -2.9% is a collapse-type number.  What if assets had not been artificially reflated by the actions of the Federal Reserve to bail out the criminal class that has stolen all of said assets?  It’s s… Read full post »

I wanted to put up this chart for people to think about given the hysteria we are now witnessing over stock prices.   As noted on here ad nauseam over the last nine years, the stock market has no reflection of reality and we are in the biggest financial bubble the world… Read full post »

Give any bureaucracy a mechanism of control and they will institutionalize that control and exploit it with impunity well beyond the original intent.  Turn your back on that bureaucracy and they will grant themselves those same mechanisms of control and will turn public service into public contr… Read full post »

How’s that Asian century working out for you?  Any chance the status quo is going to be wrong.  Just a thought based on this wild idea.  You may have heard of it.  It’s called reality. 

Caterpillar shares are up 24% year-to-date.  But their sales drop continues to… Read full post »

Soon after Obama’s first election I wrote that his appeasement to political corruption, Wall Street corruption and the like would sink this presidency.   Obama didn’t create this mess in our nation but he has done nothing to fix it either.  He’s a toadie for corporate power and p… Read full post »

Central banks involved in buying equities and speculative assets is nothing new on here.  We know from public disclosure this has been going on for some time.  This caps a period of time that goes back a little less than two decades that central banks have become larger and larger speculatoRead full post »

"The issue which has swept down the centuries and which will have to be fought sooner or later is the people versus the banks."  -- Lord Acton, 1875

The war between the bankers and humanity.  How prescient was Lord Acton on so many accounts?  Including that most great men are… Read full post »