Category Archives: Finance

How broke am I?

I have wondered about that for a while and asked that very same question of that place. But some economist spoke that a nation cannot be broke (technically correct) and it reminded me of a 30 year old joke. A helicopter pilot was circling buildings in Chicago, to get his bearing, but he had no clue as the fog was too thick. So he mimed asking ‘Where am I?’ To people in a building. They wrote on a large sign ‘You are in a helicopter’ he thought for a moment, set his course and altitude and within 10 minutes he landed safely at the airport. The passengers asked how he did that and the pilot answered ‘The answer was technically correct but utterly useless, so I could only have been at the IBM Statistics building, from there on it was easy’ You think this is partially useless and you will be wrong, because we are diverting our attention to the BBC article (at https://www.bbc.com/news/articles/ckgmd132ge4o) and the losers of that comedy. The comedy starts with ‘New Trump envoy says he will serve to make Greenland part of US’ and it is almost hilarious, but the undertow of this comedy is not a farce, it is how desperate and broke America now is. So as we are given “Trump announced on Sunday that Jeff Landry, the Republican governor of Louisiana, would become the US’s special envoy to Greenland, a semi-autonomous part of the Kingdom of Denmark. Gov Landry said in a post on X it was an honour to serve in a “volunteer position to make Greenland a part of the US”.” So loser one is Jeff Landry, who served from 1987–1998 as a Sergeant, so he knows about illegal orders. So he goes to Greenland as an envoy, not with any diplomatic status, so President Trump can feign ignorance. And this might be the final straw as Greenland bounces Landry as an unwanted person the stage is decently set so that President Trump can invade Greenland to ‘avenge’ his former governor. 

And the question that I am getting is not the one you would expect “How broke is America?” You see after the folly of making Canada the 51st state (something that was doomed to fail) and now he is going after the Venezuelan oil calling it stolen from America. Weird, because Venezuela was never part of the USA. And now he goes after Greenland and now he get the EU and optionally Canada against him. He is after the riches of these places, minerals and expansion and it gives a rather bitter taste of alignments. The bitterness is that America might be so broke that this is their only option before they have to cancel debts they have. They cannot play this game any longer as I see it. And the wealth hidden on Greenland is all that is left to play. 

So, after he destroyed his alignments and destroying his tourism there is little left of the bankable economy of America. He stated that he didn’t need anything, but without Canadian energy settings and Canadian aluminum, America has a bitter future ahead and those enjoying this Christmas better make it count, because for Americans it is likely the last jolly Christmas they will have in close to a decade. The game is up, but there is one upside for President Trump. There is a likelihood that he drove the EU and Commonwealth straight in the arms of China

And they will reward him with the Fortnum and Mason Christmas Hamper. His final moment of eating like a King, because there will be nothing left after this mistake. His former allies see his for the enemy he has become and in a year he gave the land of the free and the home of the brave gain a reputation that is even worse than Russia has and I reckon that China owes him that hamper. America did more to advocate China’s supremacy than China could have even hoped of doing. 

And I get that the politicians (Republicans and Democrats) know the setting they are in and they are silent, because they have nothing better to offer, even if they ‘dethrone’ president Trump today, the damage is done. Tourism will be flat for close to a decade, trade is flat because no one will do business with America. Disney and Warner Brothers are evading to the UAE and Saudi Arabia to regain some of their options over the next 5-10 years. And as we see these parks evolve, we will see the American Theme parks drop down to nothing with almost no international tourists and as the prices keep on rising in these places, even Americans will be unable to afford to go there. Then there’s production, it is down over the entire field and whilst shortages increase in America, more and more will fall flat and as such America is done and when the first debt will not be followed up on, there will be a fire sale unlike any we have ever seen and that is fun, because these AI settings all training on data it has never show such events, so they are useless as some expected them to be. So where is Stargate? Where is the AI stuff? It is somewhere out there, but as it is not making revenue until 2029, it will be too late for America, but the EU will buy it all for $0.01 of the dollar because it will be the best America is hoping to get and as such the Commonwealth will let America hang as well. So as Russian tourism evolved to the number one spot in America, the wall on the Rio Grande will get a new function, not to stop traffic from south to north, but to stop Americans going south and that might be rash and I might be correct, but as I see it the Economy in Mexico will be better than the Americans economy is and it will take less than three years to get there. So the question how broke is America is one that needs contemplation because the actions of the American administration leaves no other question out there. 

And last there is the flag of Greenland, so where are the stars and stripes there? Greenland has been part of the Danish sovereignty since 1814, it is only recent that it got American interests because they need to minerals and they are seemingly willing to kill to get them and it might be the least defended one (compared to Canada and Venezuela) but Greenland is part of the EU through Denmark and those 27 states are now seeing America as the enemy it is and that might be a much tougher pill for America to swallow.

So have a great day and for the 56,836 it will be a great day, they recently learned that they have almost 500,000,000 friends who are roaring to have their backs and that is beside the allies they might get as those allies get to stick it to America.

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Why is a stage a stage?

That is at times a decent question. Even for me, because as I write this, I do so subjectively, nearly every writer does. Writer about his point of view and I am no better (or worse for that matter). It is the merging of two points of view and these points of view are others points of view and they have their own reasoning. It is not about good or bad, points of view almost never are in a set stage. But they must be watched as they influence your own point of view and whilst some are eager to give them all a one sided setting, I learned that this is not something that tends to help. Especially if points of view are multidimensional. As such, I give two points of view and blend them to my own stage.

The first was given by Yahoo Finance (at https://finance.yahoo.com/news/how-oracle-became-a-poster-child-for-ai-bubble-fears-150039511.html) I don’t agree with that point of view but it was a decent setting of a stage. And stages are where we are.

The first setting gives us ‘How Oracle became a ‘poster child’ for AI bubble fears’ I don’t believe in that setting, but it matters for the whole story. “Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk.” But then we get “AI optimism continued to push Oracle shares higher following its quarterly earnings reports in June and September, with AI-driven deals set to push cloud segment revenue to $166 billion in 2030. The stock’s surge in September briefly made Ellison the world’s wealthiest person. But AI euphoria quickly gave way to doubt. Investors became increasingly concerned over the rising use of debt to fund tech firms’ AI spending, just as the payoff of that spending remains hotly debated. Those concerns are evidenced in the budding demand for Big Tech credit default swaps (CDS) — financial contracts that act as insurance by letting investors bet on the likelihood that a company will default on its debt.” And that setting is somewhat important, and for those who remember the 2008 crash, they fear the stage the the CDS and that is fine, I don’t think that this setting is great, but the stage of letting investors bet on the likelihood that a company will default on its debt is not really great, it is the stage where some will set or even orchestrate the need for some to fall and that is what makes the bubble burst and I gave that setting before (at https://lawlordtobe.com/2025/12/02/aftermath/) in the story ‘Aftermath’ where I highlighted parts of the equation. It is the second part that is the setting of the stage and it is about stages. You see, we all envision a stage whether it is the real stage sets part of the question and when we consider the stage we think matters, we might look at the size, the lighting or how we move on that stage. All matters for consideration but I digress. The second story was given to us by the Motley Fool (at https://www.fool.com/investing/2025/09/16/prediction-oracle-will-surpass-amazon-microsoft-an/) and there we get ‘Prediction: Oracle Will Surpass Amazon, Microsoft, and Google to Become the Top Cloud for Artificial Intelligence (AI) By 2031’ where we see “Oracle forecasts that revenue from its Oracle Cloud Infrastructure (OCI) segment could grow from around $10 billion in its last fiscal year (fiscal 2025), to $18 billion in its current fiscal year (fiscal 2026), $32 billion in fiscal 2027, $73 billion in fiscal 2028, $114 billion in fiscal 2029, and $144 billion in fiscal 2030 — corresponding with calendar year 2031.” As well as “Oracle’s push into cloud infrastructure is arguably its boldest bet in the company’s history. Oracle isn’t cutting corners, either; it is bringing on dozens of data centers online in just a few years. It has built 34 multi-cloud data centers and should have another 37 online in less than a year.” Now we have seen two not aligned stages, but the actual stage it a lot larger. You see, the others all ‘want to align’ with Oracle, but that merely means that they want the solutions that Oracle has or get the customers that have selected Oracle, but the others forget something that matters. Oracle has been the data innovator for over 45 years and no one can touch what they achieved, even in the early 90’s they were the only one who could set tables within tables and it took others close to a decade to even get close. Azure, AWS and others never got ahead of Oracle, they merely reengineered what Oracle already figured out and there is more to come. 

You see the two stages are in a larger third stage and as I see it, Oracle has focussed on the data that is needed for DML and LLM settings, but they must know that actual AI requires more and it starts with two elements Verification and Validation. There two parts are the achilles heel for anyone making the statements that this is AI (which it is not) and no matter how much you train data sets, when Validation and verification are absent the GIGO law comes into play. It was uttered in the 60’s and means Garbage In, Garbage Out. Without Validation and Verification all data becomes part of the GIGO law. Most do not realise this, or they simply do not care, but Oracle figured this out long ago (A speculative thought) and we need to consider the Oracle might be trailing on some new technology, but they are ahead in many ways, more so than either Azure or AWS. And the largest settings we see at this point if that some are ‘gambling’ that Oracle messes up, but I think that is not the case. Oracle is hanging on and that is what matters. The data centers that are coming and that are build need to make money, but that is not the stage of Oracle, they got the equipment in, they got the software in and now as these centers start making money, Oracle gets their share and as such they are the facilitators of wealth and that is until there is an actual AI and as I see it, Oracle will be the only one who will set the premise of that and that is why Oracle will surpass all others. Even Google and IBM will seek the shores of Oracle. 

A stage that might take a while, but in all this, any training data centre will owe Oracle money (and a lot of it), so Oracle can play the long game, because in that stage only Oracle will come out on top. That is how is see the stage, the size a lot larger, the lights will put Oracle in the limelight and all others will remember why Oracle is the only one who is master of data storage technology and that is why I believe that the second is part of the real future of Oracle and whomever connects to Oracle. But in all this Oracle is the most essential data solution technology out there and when I saw the ‘negative’ settings around on December 2nd, I knew that it was doom speak of some for whatever reason they had. I knew that Oracle had a different future ahead of them, a much brighter one.

Have a great day, today was cooler, so I feel decently rested, but in these warm days before Christmas I rather miss the white cold of Sweden (or Canada). 

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The dice fell snake eyes

It is the setting I predict a few weeks ago and more less recent in the story ‘Eric Winter is a god’ (at https://lawlordtobe.com/2023/07/05/eric-winter-is-a-god/) in July 2023. I saw it coming this early in the race, why? Mainly because AI doesn’t yet exist, so whomever sells whatever solution they have as AI will set themselves up for a rather huge and nasty fall. In 2023 it was easy, in 1980 the movie the Changeling was released, giving the timelines then, the movie was made in 1979 and Eric Winter was born 17 July 1976, so what was a 2 year old doing in that movie? That is the simple setting of validating your data and that is why there is a case with what some now call AI. So now we get (at https://decrypt.co/353227/openai-microsoft-sued-over-chatgpt-connecticut-murder-suicide) ‘OpenAI, Microsoft Sued Over ChatGPT’s Alleged Role in Connecticut Murder-Suicide’ so when we see the setting in that case, there is more than just the bare minimums. This will imply engineers who programmed the setting, as we are given “In the latest lawsuit targeting AI developer OpenAI, the estate of an 83-year-old Connecticut woman sued the ChatGPT developer and Microsoft, alleging that the chatbot validated delusional beliefs that preceded a murder-suicide—marking the first case to link an AI system to a homicide.” I expected that we would have until 2026, but it never got that far and when the first trial starts, we will see aq whole range of class actions and other legal battles start, because as we are taught in Torts, go where the money is and OpenAI/Microsoft have plenty. As such there will be a whole range of cases being started. I reckon that there is a whole flock of ambulance chasers who will see this as their golden opportunity. And the more data is thrown around, the more intense the legal battles begin to emerge. A setting that was clear two years ago for me and as I found more than one setting that favors this, we merely have to look at sentences like “We rely on our AI to bring you [X]” the legal eagles see that as their way into your coffers and they have greedy hands, because that is what they were instructed to do. And when you consider “OpenAI faces numerous lawsuits, primarily revolving around copyright infringement for using vast amounts of online content (news, books, lyrics) to train AI models like ChatGPT, with major cases from The New York Times (NYT) and authors seeking damages and content bans, plus a recent German court ruling against lyric reproduction.” We see the setting that they either settle, or lose whatever data they have and there are numerous other settings that are thrown into the mix. And whatever is in the design law database, because there is every indication that these trademarks were also broken in numerous places and Microsoft has no place to turn, they are in it for the big bucks and whilst some are ‘driven’ to reconsider their options, the amount of people who are not considering that, is a growing amount of people smelling the scent of dollars and they are hungry. I reckon that those non-Americans are even more driven to those dollars than the Americans are. It comes down to (a massive speculation) that gets them up to 100 billion and that was before Sam Altman was hoping for a $800B incentive. That is the short and sweet of it, so as we look at the article seeing

“This is the first case seeking to hold OpenAI accountable for causing violence to a third-party,” J. Eli Wade-Scott, managing partner of Edelson PC, who represents the Adams estate, told Decrypt. “We also represent the family of Adam Raine, who tragically ended his own life this year, but this is the first case that will hold OpenAI accountable for pushing someone toward harming another person.”” You see, “first case that will hold OpenAI accountable for pushing someone toward harming another person” is a deeper step than some lawyer pushing that OpenAI was driving a person to some extend, that is no harm, or merely applied harm to self, do you have any idea how many lawyers will demand to see the algorithm and the programmer who wrote it? That will be a mess that takes almost years to sort out, in that same time, Google will progress Gemini 3 much further making OpenAI lose investors and they are as sketchy as they will ever be.

So whilst we see the sparks come, we will see a lot more issues surface and they are not all on OpenAI, but I reckon that some lawyers will play it that way, because that is where the money is. 

So you all have a great day, it is still 39 degrees in my living room so I am placing my mattress in the freezer, not sure how, but I need to get some sleep at this point.

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With media assistance

That is what I see and I might be wrong, but judge for yourself. There is plenty of evidence around. It all started with an article in Forbes (at https://www.forbes.com/sites/zakdoffman/2025/12/18/microsoft-updates-windows-to-stop-users-downloading-google-chrome/) where we were shown ‘Microsoft Updates Windows ‘To Stop Users From Downloading Google Chrome’’ so that doesn’t sound at all ominous. And it kinda reflects the setting I gave over 2 years ago with ‘Are they really?’ (at https://lawlordtobe.com/2023/09/01/are-they-really/) which I gave onboard September 1st 2023. We are now given “Here we go again. “Microsoft is trying a new way to stop users from downloading Google Chrome.” We have seen this before. Just as with Apple, the two tech giants are pushing hard to keep users within their own walled gardens, on Safari and Edge. The latest news comes from Windows Report. “If you open the Chrome download page in Microsoft Edge, you may see a new banner at the top.” Instead of just presenting the usual Edge versus Chrome comparison, “Microsoft now focuses on protection.”” I would be the first to state that the statement is missing and they are actually meaning “Microsoft now focuses on protection of self” and it is a slippery slope. They can find the expert in France to find evidence that the bra size of Kim Kardassian is increasing, but they are not able to get a clear independent view of whatever OpenAI gives us against Gemini 3? Go Figure.

As such Forbes gives us “What’s most interesting is that Microsoft has usually stressed that Edge is built on the same Chromium base as Chrome, with all the benefits of Chrome, only better. “This time, those points are missing. The message stays centered on built-in safety features.”” Og course it is, Microsoft cannot allow for the people to gives them grounds of taking sides in that war, they have far too much riding on out, the revitalization of Clippy is on the line and if people (who are speculatively likely) to select Gemini 3 over OpenAI, the walls of Microsoft come crumbling down. They have trillions riding on this and as I see it (I have zero evidence) is that OpenAI underwhelmed whist Google is riding high, as such they have trillions riding on their bad sense of innovation.

And as I see it, it is really bad when they are repeating some of the settings they had in 2023 when edge was on the line, I reckon together with Xbox and Gemini they now lost for the third time, four times if you count AWS versus Azure. The once so highly Microsoft has now lost against Android, Google Search, Sony, Amazon and now against Gemini. A five times loser of technology. So whilst the media ‘accepts’ “Microsoft now focuses on protection.” The truth is predominantly ugly, the truth is that Microsoft is basically done for. 

And the media can hide behind their timelines when they ‘suddenly’ reveal an independent tester (one that meets with the approval of Microsoft) But it might be too little and too late for the media as well. 

So whilst Microsoft hides behind “Chrome attracts more security threat headlines than any other browser. This year, Cybersecurity News says, “Google addressed a significant wave of actively exploited zero-day vulnerabilities affecting its Chrome browser, patching a total of eight critical flaws that threatened billions of users worldwide.”

All these vulnerabilities were “high severity with CVSS scores averaging 8.5,” with the world’s most popular browser targeted “by sophisticated threat actors, including state-sponsored groups and commercial surveillance vendors.”” And weirdly enough, my Android is flying high using Google, the only threat I had for a while was influencers pushing me against my will towards Edge. As such there might be truth in the last statement, but I think Microsoft is overselling that idea. And as the evidence s shown to us, I really believe I am right all along. So as you might realise that Forbes hides behind their final words “As you see, none of this is clear cut.” I believe it is and it requires a true independent test of Gemini versus OpenAI. But perhaps I am oversimplifying the problem. I apparently tend to do that and it has nothing to do that I have been in IT for over 45 years. So you all have a great day, I finally look forward to some sleep. The temperature has dropped from over 30 degrees to 24 degrees and it is 02:00. And did you catch the one element Microsoft is leaving alone? It is that Apple is less of a threat than Google is, is it the 26 profiles of their Alphabet? I let you decide. I have seen the light and the seas of snores are beckoning me.

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The wrong focus

Two messages passed me by today. The first one was given to us by CNBC (at https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2025/12/17/oracle-stock-blue-owl-michigan-data-center.html) with the headline ‘Oracle stock dips 5% as Blue Owl Capital pulls out of funding $10 billion data center’ and I wonder why the headline wasn’t ‘Blue Owl Capital pulls out of funding $10 billion data center’ with the optional added “the project remains “on schedule” but that Blue Owl was out of funding talks.” And as we see “Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.” And when we see “the plans fell through due to concerns about Oracle’s rising debt levels and extensive artificial intelligence spending, the FT reported, citing people familiar with the matter. This comes as some investors raise red flags about the funding behind the rush to build ever more data centers. The concern is that some hyperscalers are turning to private equity markets rather than funding the buildings themselves, and entering into lease agreements that could prove risky.” I am wondering why the focus is Oracle and not Blue Owl Capital. Even as others give us ‘Blue Owl Capital (OWL) Is Down 7.1% After Liquidity And BDC-Merger Lawsuits Surface – What’s Changed’ (at https://simplywall.st/stocks/us/diversified-financials/nyse-owl/blue-owl-capital/news/blue-owl-capital-owl-is-down-71-after-liquidity-and-bdc-merg/amp) with “Blue Owl Capital has faced multiple securities class action lawsuits alleging that it misled investors about liquidity pressures tied to redemptions and the planned merger of its business development companies, following weaker-than-expected third-quarter 2025 results and contentious merger terms for OBDC II shareholders.” As well as “Beyond the legal claims, the controversy has highlighted how liquidity constraints, redemption limits, and potential valuation “haircuts” inside key private credit vehicles can affect confidence in Blue Owl’s broader fee-based asset management model.” So the setting could be “Oracle dips because Capital Asset Management cannot get their settings right” it is a speculative statement, but it does hold water in light of what we are shown, so why CNBC focusses on Oracle and not on Blue Owl Capital is beyond me. Is it because kicking a true innovator is more sexy than a Capital Asset Management player? I feel slightly protective of real innovators and as far as I can tell Oracle has been a power for innovation for over 45 years (yes I am that old).

So when we see “Blue Owl Capital’s narrative projects $4.2 billion revenue and $5.1 billion earnings by 2028. This requires 17.5% yearly revenue growth and about a $5.0 billion earnings increase from $75.4 million today.” And there is the real culprit, players like Blue Owl need to make money and the entire setting for what they call ‘AI’ will not show revenue for over 2 years and that is what is hampering these players (as I personally see it).

So when we see “The person added that Blue Owl was also concerned that local politics in Michigan would cause construction delays. Oracle later responded to the FT report, saying the project was moving forward and that Blue Owl was not part of equity talks.” I reckon that Blue Owl will move out of at least one other project, as such some players need to step up and it goes without saying that these ‘money makers’ will see stretch marks in their projected revenue womb and it will be a nasty setting for those that are relying on profit per quarter and that was the setting I foresaw almost a year ago and a setting that will bare scrutiny because there are trillions invested and some makers of money will start to realise that as they aren’t making enough money for their shareholders, they will become nervous and as I see it, Google has the inside track now and those relying on OpenAI and Sam Altman will start to see their revenue falter, it is no longer a one player game and that is before we consider where Huawei is going in all this. 

The second article ‘Amazon Set to Waste $10 Billion on OpenAI’ (at https://247wallst.com/technology-3/2025/12/17/amazon-set-to-waste-10-billion-on-openai/) the question becomes. Is it really wasted? We see the first setting “OpenAI, which until recently has been the leading artificial intelligence (AI) company in the world, has raised money from a long list of investors. Some are venture capitalists who are simply writing checks to get returns. However, another list consists of money or strategic deals with Microsoft, Oracle, Softbank, Nvidia, and, soon, Disney.” This part raises a question “Some are venture capitalists who are simply writing checks to get returns” the question is part of a timeline. When they get the money is another part of this equation and time is  the factor that holds these money loving parties in check, or not as the timeline shifts towards 2028/2029. So as we consider “Bloomberg reports, “OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp.” Amazon is a tiny player in the AI chip business. Nvidia Corp. (NASDAQ: NVDA) dominates, with a market cap of $4.33 trillion, which makes it the most valuable company in the world. Put plainly, the Amazon deal is part of the dangerous “round tripping” that goes on in the industry. One company invests in another. The company that gets the investment uses the money to buy products or services from the investor.” I see something else. Whilst we get that $4.33 trillion is an important part, the larger setting is becoming “Amazon deal is part of the dangerous “round tripping” that goes on in the industry” this implies that “a company selling “an unused asset to another company, while at the same time agreeing to buy back the same or similar assets at about the same price.”” I see it as double dipping, so we have now (apparently ) arrived to the point where the double dipping is greedily seen on 10 billion, whist the invested setting is over 900 times larger. I personally see that as a new venue towards the bottom of the creamy barrel that everyone wants to dip their wallet in, the setting is spend and the money is gone (or at least locked into a set stage of non-revenue) and that is the second setting I see breaking the economic settings apart in 2026, because this will erupt into something a lot less nice long before we reach 2027 and that is close to 2 years ahead of incoming revenue. Do you still think I am boasting? This is not a boast. It is disappointment, because that setting was clear to me almost a year ago when I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) So I saw this coming a mile away and the others were in the dark? I am not that intelligent, I am pretty clever sop these high paid economists should have see this long before me, or were they hoping that THIS time they could outsmart others? Greed is a vicious circle and will only propagate further greed a game without winners and all who play it lose, or they sell others down the river to get their goods. So how did that end in 2008? The movie Inside Job has a few markers, but who ended the game with a full purse tended to be awfully little and they wasted trillions on that idea and now we get a setting more intense and with more money at play all whilst the previous setting is still hurting a lot of people. Now, the impact will be a lot more dangerous with too many people relying on the setting others give whilst not giving them the full story. How does that usually go over?

A stage that could sink America as I see it, but perhaps I am just a radical depressed individual. Have a great day you all. My Friday begins in less than 5 minutes.

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Upgrade, next chapter

Yesterday I was thinking of a game I used to play and it left me a little underwhelmed. It was not the fault of the game maker, the game was awesome. It gave me the thought that I was in the deep with the dodo’s of the Kremlin, or the White House. The game did what they promised, but I was thinking what this game could do with current technology and settings of DMS and some LLM. There is also the thought that the game was originally a little 2D. It all fitted on an 800KB disk so I am not surprised. But consider the idea what the current settings allow for.

The idea that they had with the political tables of then (1987) and what Mindscape was able to achieve. It started as a game of geopolitics during the Cold War, created by Chris Crawford and published in 1985 on the Macintosh by Mindscape, followed by ports to a variety of platforms over the next two years and I got the AtariST version in 1987. And as sources reveal, takes the role of the President of the United States or General Secretary of the Soviet Union. The goal is to improve the player’s country’s standing in the world relative to the other superpower. During each yearly turn, random events occur that may have effects on the player’s international prestige. The player can choose to respond to these events in various ways, which may prompt a response from the other superpower. This creates brinkmanship situations between the two nations, potentially escalating to a nuclear war, which ends the game. It is my advice not to ‘antagonise’ the opponent in the Pink Kremlin, or the Black House to avoid the nuclear holocaust that follows. And why leave it there, the complications of a EU could be added, so you can see how likely little you can do as as King Gustav on charge of that small sided Sweden (population 10.5 million) and we can build on this, we can evolve this with corporate powers and the influence they hold with the likes of Strawberry, Hippolytics, Smallsoft, and a whole range of power players. See what happens when you tweak that power (or nationalise their goods) then we get to the impact of social media like SnoutTome, QuickOunce, MyTransistor, DingDong, Toucan, Connected, ScryingStone and a whole range of other groups. You could see the direct impact that trolls have when they are clearly exposed and optionally with scenarios to solve. I would recommend to leave the intelligence groups to a later date (or a DLC) to properly test the settings you have there. It could be the first simulator for audiences and students of geopolitics and social standings later. That is before you add the mess that (WatchMyGrey, AmiSix, and their offspring in France, Germany as well as Mossad does to the worlds chaos (under their tutelage) 

I wonder how no one enacted this setting, it seems to be a decently solid training and educational simulator giving students to study multidimensional settings that geopolitics present in todays industry. I’ll bet you you can’t fit that on a 800KB diskette, but there is every thought that it can be done, the social sciences tables still exist and they can vouch for the until recent messes and they are basically ready for deployment. And now that we see the world for what it is, we might also include global religion as an influence and show you why the Catholic Church doesn’t have as much as it used to be.

It is merely a small snag that escaped my brain this morning, but I reckon that the old software settings could still apply to settings of today, you merely have to upgrade the setting and there is plenty of options here and as they were solidly stated on those basic settings of Social sciences, in todays world they could be used through Deeper Machine Learning to a much more powerful extend. See what some see and what you are not supposed to know (sorry Blaise Metreweli) but that is also the next challenge. Instead of shouting at Toucan, you could investigate the trolls on Toucan and see what the expected result is and who the culprit behind these pretentious stages are, not to be coy, but using that Strawberry Studio to see it on the big screen, or even as a user of the Hippolytics Moon streaming service get a new lease of opportunity. An educational simulator for students and investigators of humbug gets a new side of life.

Well anyway, that was my thought I had this morning. And the names have been changed to avoid  the guilty and make me less liable, a decently appreciative setting

Have a great day. I wanted to take a nice walk, but it is 34 degrees celsius out there, bit much for a long walk. Oh and Strawberry, fix your DoDo Dos version Hawaii 26.1, when you switch off your router before you switch off your wireless, the wireless keeps on scanning the ether, even AFTER you switch of the WiFi. Sloppy programming. 

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The neighbors have coffee

That is the setting, but that is not what this is about. We are given a setting (at https://www.sbs.com.au/news/article/trump-has-ordered-naval-blockade-of-sanctioned-oil-tankers-in-venezuela-he-says/gcrwrmllu) where we see ‘‘Act of war’: Trump orders blockade of ‘sanctioned’ Venezuela oil tankers’ and we see “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production. The US armada “will only get bigger,” Trump said, until Venezuela returns “to the United States of America all of the Oil, Land, and other Assets that they previously stole from us.”” But is that true? At what point did Venezuela steal oil from America? Why assets did they steal? What land was stolen? Can we get a clear explanation of that? And if comes with two other settings. The US is pulling out all its troops out of Europe. And in the second setting we see today that one of the most successful American businesses is filing for Bankruptcy. Del Monte originated from California canners in the late 1800s, becoming a household name through the California Packing Corporation (Calpak). It has filed for bankruptcy due to the tariffs on fruits and aluminum. It drove them under in 6 months. And as I see it, a speculated setting is that President Trump will need to sue the BBC, because America is about to lose everything and not one intelligent being will do business with him beginning in 2026. 

As I said so before, America is done for and the longer everything is suspended in ‘investigations’ the longer it takes for the America people to see what hardship they are due for, not for a week or a month, but for several years and that is if someone takes over the helm of the good ship America and takes it in a 180 degree different course, there is no other way and even then it will take half a decade to clear the tourism setting that it now has and rebuild trust (which will speculatively take 3-5 years). 

So as we were given “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production.” as well as “Caracas blasted Trump’s announcement on Tuesday, saying he aimed at “stealing the riches that belong to our homeland.” Venezuela has been sidestepping US oil sanctions for years, selling crude at a discounted price on the black market, mainly to China. Venezuela is estimated to have oil reserves of some 303 billion barrels, according to the Organization of the Petroleum Exporting Countries (OPEC) — more than any other nation. “If there are no oil exports, it will affect the foreign exchange market, the country’s imports … There could be an economic crisis,” Elias Ferrer of Orinoco Research, a Venezuelan advisory firm, told AFP recently.” As I personally see it (and I might be wrong) America is broke and it is about to lose whatever it has to pay for the interest on the loans they have. The Administration had a setting they tried and it backfired. Greenland isn’t giving up its land, Canada is turning down America and worse still, Canada is now making headway in impressive economic strides for Canada which is also hurting America. As I see it, the stage that was left was to ‘annex’ the Venezuelan oil fields. This is likely to fail, but more disastrous nearly all lands will gain mistrust of the American way which is now showing to be selfish at the expense of all others. That is as I see it the Legacy that President Trump is leaving behind and the sooner others see it the way (several already do) the more America sees the hurt it imposed on itself. 

And when places like Del Monte is filing for bankruptcy, it will not be alone ad the more these places are hidden due to ‘National Security’ or whatever reason is given and others are seemingly ready to follow. There is American Unagi, American Signature, parent company of furnishings retailers American Signature Furniture and Value City and more are on the list of those reading Chapter 11 of the book of economic hardship. All these facts are settings that give America a stage of disaster and the American administration remains in denial. 

Even if America succeeds with Venezuela, America is done for. No-one will trust America for decades. Not the EU, not the Commonwealth and parts of Asia will also shun America. And for a lot Canada is the more trustworthy option, so Canada will de decently well and as we recently saw Lockheed Martin is getting replaced by Saab AB and that is merely the tip of the iceberg. So whilst America withdraws the troops from Europe, Europe has one card left to play. It can throw America out of NATO and that has massive repercussions. You see America has 70,000 troops in Europe, those who are send back will likely lose their jobs, then they get a massive downturn in their defense industry. Which will upset Raytheon, Northrop Grumman and Lockheed Martin. All that has a massive economic footprint. When the Europeans turn away from American hardware, America’s economy takes a swift dive into an abyss where it cannot afford the gravy trains it supported and that has other impacts as well. I reckon that the media is next, as American media gets shunned in Europe and the Commonwealth their incomes and more important their influence will wane into near nothingness. 

I honestly don’t know, but that is what I see, the markers are undeniable and they tend to cross nations, they cross interests and they cross political allies. As I see it, America might in the end have one ally left, Russia. So how does that sit with the anti-communist setting of the Republican Party? And next on that list id the waning of the CIA, you see as the Commonwealth stops trusting America, the CIA us also shunned from the meetings it needs to have and as such it is about to require a lot more money to stay afloat and that is the one thing America no longer has (at least until they get the Venezuelan oil) settings upon settings that sets the game that will be played and America is largely out of moves. They are about to falter in intelligence, they are faltering in business, the will soon falter in media and as I see it, the steps the American administration made towards Hollywood is strengthening Canadian, Australian and British film industries and those settings are getting larger and worse for America. So feel free to disagree and that is fine, but I reckon you need to investigate on yourself and see what the media is hiding from a lot of people. And as I see it, America is about to falter and leave the people in America without anything. Because the AI scare fare is about to cost American wealth trillions of dollars (according to some a number between nine and fifteen) who who gets to pay for all that? Microsoft? OpenAI? I reckon that it will come out of retirement funds and if I am wrong, I am wrong. But do come with actual numbers. We can see “US retirement funds are extensively invested in artificial intelligence (AI), primarily through large index funds, mutual funds, and ETFs that hold significant stakes in major tech companies leading the AI revolution, such as Nvidia, Microsoft, and Alphabet.” As well as “Indirect Investment via Large Cap Tech Holdings: Many common retirement savings options, like S&P 500 index funds or target-date funds, have a large, concentrated exposure to the “Magnificent Seven” tech stocks (Nvidia, Microsoft, Meta, etc.) that are heavily driving AI innovation. Nvidia’s significant market value, for example, means it has a large weighting in many diversified portfolios, creating inherent AI exposure.” That is the bubble fear you should have and when America stops, you better have a sock with reserve funds, because that is all you can live on when it collapses.

Have a great day.

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President Bully

Here I was, telling myself that the world is screwed up and behest and behold the world shows me I am right. So as a well known person (who I will not name) set the world on fire with his tweet (see below), I suddenly had a massive idea and as I am already working on three scripts I thought I put the idea here, for the entertaining person (likely an American democrat) to make this into a real script. Feel free to hack it in many ways you see fit and know that I would be happy to receive a donation for the idea, but that is largely in your hands. Know that I put this here for all to enjoy.

So as the world is on fire (seeing the massive response to this tweet on both the Republican and Democratic side of the isle) I thought that a script that pleases at least 40% of the American people might be the way to go. So here goes.

So this is what I have so far and I have had the tweet for less then 4 hours. So in view of the loss of Rob Reiner, who gave us  All in the Family (My introduction to Rob Reiner), the Princess bride, When Harry met Sally, Misery and a Few good men and several others. I think I countered the tweet by @realDonaldTrump, I think I got my creative revenge. I didn’t get to introduce on how Ivanka and Barron Trump had to flee to Russia as most Americans had their fill of the Trumps where they get to be toys of the Russian Mafia. Well the world turns in many unexpected ways. 

How you like my sense of consideration Mister President? 

Have a lovely day and take a moment to remember the works of Rob Reiner. I have many good and happy thoughts of his work, even if a never realised what an impact he had on me as a teenager watching Carroll O’Connor and Jean Stapleton giving us their version of America.

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In opposition

I don’t go into ‘in opposition’ mode too often, because it tends to be an exercise of mopping the floor whilst the tap is spilling right on the floor. And you come to the conclusion that it is better to close the tap FIRST, before you start exercising with a mop. That is merely my opinion, but it holds water (as the phrase goes). The exercise is the ABC article (at https://www.abc.net.au/news/2025-11-23/f-35-fighter-jet-sale-saudi-arabia-uae-australia-weapons-exports/106029218) giving us ‘Australian F-35 exports face fresh scrutiny as jets approved for Saudi Arabia’ where we get.

So, as we get blatant stupidity from Australian shores with “The president also contradicted the 2021 US intelligence assessment by saying the crown prince “knew nothing” about Khashoggi’s killing.” I countered this case on grounds of the United Nations report by UN comedian Egsy Calamari (aka Agnes Callamard) in the article ‘That was easy!’ I found a dozen shortfalls on that report (which also uses the US Intelligence assessment) and beyond that I left the largest folly unspoken. At no time were the tapes actually forensically tested. They could have been listening to a tape with recordings of the Shadow, listening to Orson Welles. I reckon they didn’t do that, but the blatant holes in that investigation were astounding and they are paid 6 figure incomes? For what?

And the least said about “Human Rights Watch and Amnesty International are among the groups who have called for arms bans to Saudi Arabia, especially after the 2018 murder of Washington Post journalist Jamal Khashoggi, the country’s human rights record, and role in the Yemen war.” The better. They turning their backs on the actions of Hamas and Houthi terrorist actions is astounding. As such I do not give too much credence to the writings of Human Rights Watch and Amnesty International, and it makes little sense, they were a force for good in the 80’s, how the world turns. 

So whilst we get “Andrew Witheford, international and crisis lead from Amnesty International Australia, said putting the highly-lethal jet into the hands of another country in the region was “problematic”.” Really? So how is that view going for America and its Venezuelan repertoire? And beyond the fact that Saudi Arabia is a stable monarchy, it is making great strides in several factors. But don’t worry China is willing to flog their Chengdu J-20 by the Chengdu Aircraft Corporation at any time, and how will that help Australia? Oh, and I hereby claim my 1% bonus if Saudi Arabia switches to the Dragon, over that amount I would get (from China) $52 million, a nice retirement fund, so I can move to Toronto and Abu Dhabi, life can be fun at the autumn of your life.

How is anything that this article gives you all relevant to the setting? So as the ABC gives us “A Saudi-led coalition has been waging a war against the Houthi rebels in Yemen since 2015.” We need to realise that there are no Houthi rebels, there merely are Houthi terrorists.

But do not take my word for it, ask Colonel Turki bin Saleh Al-Maliki he has the recovered several drones used on Saudi civilian airports and civilian targets. The media was so great in filtering out those facts, I wonder if you do the same. Is there a setting where Saudi Arabia uses weapons in defence of IT’S OWN COUNTRY? Yes, there is, defence works that way. But the media is eager to avoid their gaze on the rough stuff, like the Ghouta chemical attack in 2013 where the population was hit by rockets containing the chemical agent sarin. It might not seem related, but it is, when the atrocities of terrorists are laid bare, the people will ask difficult questions of the media. And that is not good for the digital dollar, is it.

So back to the story, as we are given “The UN Arms Trade Treaty, to which Australia is a party, says states must regulate the export of “parts and components” used to assemble weapons if there is knowledge the arms would be used in genocide, crimes against humanity, or certain war crimes.” We see the uncomfortable truth that they do not address action of Hamas as it is not part of the UN Arms Treaty Trade, nicely played. But this sanctimonious setting is getting on the nerves of too many people and the setting of a journalist no one cares about has been playing out for 8 years. All whilst the people are pointing fingers at the one who states that he is innocent and for the better part there is no evidence, the media takes whatever they could to get more digital dollars whilst ignoring clear evidence. So as we now against get the US intelligence assessment, most will not be clued in that some of this is based on 

we need to consider ‘an intelligence service or operative simply has to make a stab at assimilating what all this means’, this can be surmised into one single word ‘Speculation!’, it is fair for Intelligence operatives to do, but in law it is set to evidence and there is none, something I saw in 10 minutes into the initial report.” as well as “The Special Rapporteur was not allowed to obtain clones of the recordings so she could not authenticate any of the recordings. Among other aspects, such authentication would have involved examination of the recordings’ metadata such as when, how the data were created, the time and date of creation and the source and the process used to create it.

The simplest setting of law, Evidence, you either have it or you do not and no one has any clear evidence and the US intelligence assessment of ‘Highly Likely’ does not hold water in court. 

The simplest of settings and it is interesting how the media is filled with Islamophobes drenched in anti Saudi sentiment, it is not a completely correct setting, but that is how I see it. As such I am in opposition for the simple reason of evidence. And consider this, Andrew Witheford, gives us  “The F-35 used to only be sold to essentially liberal democratic countries” is that not a from of discrimination? By the way if all sounds right, America has become a (according to some) an authoritarianism, as such why is Australia even producing the parts of the F-35? Just a small question to cleanse the pallet. 

Have a great day today, Monday is now less than 325 minutes away. 

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Orchestration

That was on my mind when I was considering a few settings. Orchestration by the media no less. To get the full view to this, I need to explain a few items. The media has NO responsibility to print (or news talk) on any given subject. And there is something called Defamation by omission. 

So it does exist, but the setting is extremely difficult to prove. There are more provisions, but they will not be applicable to this setting. As such I leave them by themselves. So two weeks ago we got all that Code Red settings in regards to OpenAI, they were not giving us that they would have to WOW the audience, or was that me saying that? So a few days ago ChatGPT released 5.2 and as far as I can tell there are several dozens of articles, but only Wired gives us some of the goods

With: “OpenAI has introduced GPT-5.2, its smartest artificial intelligence model yet, with performance gains across writing, coding, and reasoning benchmarks. The launch comes just days after CEO Sam Altman internally declared a “code red,” a company-wide push to improve ChatGPT amid intense competition from rivals. “We announced this code red to really signal to the company that we want to marshal resources in one particular area, and that’s a way to really define priorities,” said OpenAI’s CEO of applications, Fidji Simo, in a briefing with reporters on Thursday. “We have had an increase in resources focused on ChatGPT in general.”” Publication and presentation talk, Sam Altman is great at that. But the media? Where are they? Who actually looked at them for the last few days? Where are those articles? 

I am not out for blood, or out to get Sam Altman, I am out to get the media. They are all about the danger setting, but this is becoming out of balance and the media loves their digital dollar raking, but enough is enough. They need to fess up to the settings and do something about it all. If ChatGPT 5.2 is great, fine. I don’t mind, but I want to get the goods and the media is falling short in several ways. Venezuela, OpenAI, Israel, Saudi Arabia and that list goes on, they are (as I personally see it) catering to their need for digital dollars as long as it agrees with the stakeholders they are reporting to.

The Wall Street Journal (at https://www.wsj.com/articles/openai-updates-chatgpt-amid-battle-for-knowledge-workers-995376f9) gives us “The release comes about a week after Chief Executive Sam Altman declared a “code red” effort to improve the quality of ChatGPT and to delay development of some other initiatives, including advertising. The company has been on high alert from the rising threat of Google’s latest Gemini AI model, which outperformed ChatGPT on certain benchmarks including expert-level knowledge, logic puzzles, math problems and image recognition. The new OpenAI model was described by the company as better at math, science and coding benchmarks.” And as I see it, nearly all the media gives exactly the same lines and no one is actually looking into how good ChatGPT is now, or even whether it is or is not. There are investors with Trillions on the line and the media is playing the “distancing game”, only when things go bad they are tripping over each other giving us the lines and at that point the stakeholders have the like it or lump it.

Is no one noticing that part of the equation? 

So, is GPT-5.2 the WOW result everyone is banking on? Did it defeat Gemini 3? I don’t know but the media should have been all over this and they aren’t. As I see it, this is a form of orchestration but to where I don’t know. Is it about the trillions invested (I see that as liability towards investors) is it about the absence of excellence (I see that as liability towards both Google and OpenAI) and there is the liability towards the readers or listeners of whoever they service. So this isn’t defamation, because in all, the media did nothing really wrong. But they sold us short whilst claiming they are there for us and they are not.

So is it me? Or is there is larger setting that is ignored by too many?

I know that some will not agree with me, but after the days of the Code Red, where are the media results of what OpenAI/Sam Altman produced? Not the same hundred words they all seemingly give us, but the real results, the real tests and the real impressions. I haven’t seen one result from them. Even with my limited knowledge (I never used ChatGPT) I could drum up a few tests in seconds and I would put both Gemini 3 and ChatGPT5.2 on the road. I could let them lose on a few of my articles and see what they both come up with and how long it takes them. Something EVERY baboon working in media (sorry, not sorry) could have come up with in mere seconds. Isn’t it lovely that they never came up with that? Think about that for a moment when they give you another runaround on Oracle, like Quartz ‘Oracle’s big AI dreams are freaking out Wall Street’ and Forbes with ‘Oracle Stock Down 14%. Why Higher Risk Makes $ORCL A Sell’ all whilst no one is looking at the true and real value of Oracle. No, the investors must be spooked (for whatever reason). So you all have a great day, we are nearly all in Saturday now and I am a mere 170 minutes away from Sunday. 

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