TimingLogic's Blog

Reasoned, Relevant And Often Contrarian Commentary On Economics


October 24
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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There are many people who believe the massive bubbles within the system cannot collapse with so many people “aware†of them.   Sort of like the old idiom ‘a watched pot never boils’.  This position relies exclusively on sentiment as its gauge.   This belief relies on… Read full post »

I have remarked on here - mostly quite many years ago - that the United States may have created the China “miracle†(as pumped in the mainstream media) simply to destroy it.  This clearly is another angle to capitalism that nearly no one understands.   There are far too many people… Read full post »

We are again in a mergers & acquisitions mania.   The amount of mergers in the last 20 years is literally unbelievable.   I don’t have the data at my fingertips but a quick mental note has to put the number around $20 trillion or possibly much more.   Think about n… Read full post »

JULY 27, 2014 10:30AM

What If Democracy Is A Fraud

This system provides the perfect form of control.  Anyone who resists it is immediately removed from their seat at the table of gluttony, corruption, fraud, looting and power.  So, it demands and receives nearly total conformity.  Certainly those who are in the system are, almost to a… Read full post »

I think by now we can consider this type of behavior pathological.  This while Obama enjoys a life of leisure while others clean up his messes.  Racking up massive expenses on the American taxpayer’s back.  Are we still blaming all of this on Republicans? 

 I must a… Read full post »

I think by now we can consider this type of behavior pathological.  This while Obama enjoys a life of leisure while others clean up his messes.  Racking up massive expenses on the American taxpayer’s back.  Are we still blaming everything on Republicans?

I must admit that I’m goin… Read full post »

This is another example of anti-scientific nonsense that has, unfortunately, become the norm rather than the exception of science.  It is an unscientific statement founded only in ego, its perceptions of reality and its endless rationalizations.  This is a belief founded on one defining ego… Read full post »

A Ponzi scheme written of on here many times.  But we reward incompetence in our centrally-planned financial system and society.

Finally, someone publicly quoted as stating it’s pretty hard to lose money on $20 billion in sales.  Well, that’s not actually true.   It would be… Read full post »

JULY 24, 2014 12:44PM

The Warriors Of The Rainbow

“When the Earth is sick, the animals will begin to disappear, when that happens, The Warriors of the Rainbow will come to save them.†– Chief Seattle

I’m dubious of many quotes of people who are long gone unless they are documented in their original writings.  But, I quote them… Read full post »

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 »