Category Archives: Finance

August 5, 2020 · 23:46

EU fart bit, Google Fit Bit

Yes, we leap left, we leap right and as we see options for choice, we also see options for neglect. In Reuters we see “Google’s parent company Alphabet agreed a $2.1bn (£1.6bn) takeover of the wearable tech firm last year. However, the deal has yet to be completed”, we see that at https://www.bbc.com/news/technology-53647570, and as we see the BBC article, we wonder about a lot more. Yes we acknowledge “While the European Commission has said its main concern is the “data advantage” Google will gain to serve increasingly personalised ads via its search page”, and in the matter of investigations we see:

  • The effects of the merger on Europe’s nascent digital healthcare sector
  • Whether Google would have the means and ability to make it more difficult for rival wearables to work with its Android operating system.

From there there are two paths, for me personally the first one is Competition Commissioner Margrethe Vestager, to be honest, I do not trust her. I will admit right off the bat that this is personal, but her deal relying on what was requires her to get a win, any win. The setting is founded on “officials acknowledge that the EU’s competition enforcer faces hard choices after judges moved to quash her order for the US tech company to pay back €14.3bn in taxes to Ireland”, which was a juridical choice, but in all this she needs a win and I reckon she will do whatever er she can to get any of the FAANG group. For the most I would be on her side in the tax case, but on the other side the entire sweep of the Google Fitbit leaves me with questions.

The first point is on ‘effects of the merger’, so how is this in regards to the Apple Smart Watch, the Huawei smart watch (android), and a few other versions, how much investigation did Apple get? How much concern is there for Huawei? Then we see the second part ‘Whether Google would have the means and ability’, it is not a wrong position for Margrethe Vestager to take, but as he does it upfront, in light of the EU inactions regarding IBM and Microsoft, it seems weird that this happens upfront now (well to me it does). And as we see ‘difficult for rival wearables to work with its Android operating system’ I see Huawei and the solutions they have, Android solutions no less, so why is Google the problem? 

Then there are two other parts. The first one is “Analysts suggested part of the attraction for Google was the fact that Fitbit had formed partnerships with several insurers in addition to a government health programme in Singapore”, the second one is “Google has explicitly denied its motivation is to control more data”, in all this there is less investigation in regards to what data goes to Singapore, or better stated the article makes no mention towards it, and as I see it, there is no mention on it from the office of Margrethe Vestager either. The second part is how Google explicitly denies its part, yet that denial does not give us anything towards the speculated “its motivation is to have access to more data”, and when you decide on a smart watch, data will end up somewhere and the statements are precise (something that worries me), I have no issue with Google having access, but the larger issue is not Google, it is ‘partnerships with several insurers’, the idea of privacy is not seen remarked upon by Margrethe Vestager and her posse of goose feather and ink-jar wielders, the focus is Google and is seemingly absent from investigations into Fitbit pre-Google in an age where the GDPR is set to be gospel, so who are the insurers and where are they based? Issues we are unlikely to get answers on. Yet when we consider “John Hancock, the U.S. division of Canadian insurance giant Manulife, requires customers to use activity trackers for life insurance policies in their Vitality program if they want to get discounts on their premiums and other perks”, so what happens when that data can be accessed? Is the larger stage not merely ‘What we consent to’, but a stage where the insurer has a lessened risk, but we see that our insurance is not becoming cheaper, there is the second stage that those not taking that path get insurance surcharge. So what has the EU done about that? We can accept that this is not on the plate of Margrethe Vestager, but it is on someones plate and only now, when Google steps in do we see action? 

So whilst the old farts at the EU are taking a gander at what they can get, I wonder what happens to all the other parts they are not looking at. Should Google acquire my IP, with access to 440,000,000 retailers and well over 1,500,000,000 consumers, will they cry murder? Will they shout unfair? Perhaps thinking out of the box was an essential first requirement and Fitbit is merely a stage to a much larger pool that 5G gives, but as they listened to the US, they can’t tell, not until 2022, at that point it is too late for the EU, I reckon that they get to catch on in 2021 when they realise that they are losing ground to all the others, all whilst they could have been ahead of the game, lets say a Hail Mary to those too smitten by ego. 

 

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August 4, 2020 · 01:40

The station of choice

As we see that we have stations of choice, we also see that our choices were limited. We are overwhelmed with some flu version that has the name of a Mexican beer, we are overwhelmed with what the media calls ‘bad news’ and they are not playing a game with you (most are not), towards the stage where thousands of jobs are gone in any nation that has signs of Covid-19. And we haven’t even seen the main event in any of that. So whilst we see the BBC giving us “HSBC plans to speed up job cuts after interim profits plunged and the bank said bad loans linked to the coronavirus could reach $13bn (£9.8bn)”, OK, we get that, loans were all amassed and extended and then the people got sick, startup companies and existing companies, all got hit. But then we realise the headline and we need to consider the impact of ‘HSBC to speed up 35,000 job cuts as profits slump’, some choices were not choices at all, not for those 35,000 and not for the hundreds of thousands that also are losing their job. Some seem unavoidable, yet the stage of a bank needing to shed 35,000 jobs has another stage to consider, a stage where the bottom dollar and margins are the movement reasons in this particular time. Let’s be clear, it is a time that we have not seen for a little over 100 years. In Australia Victoria is now in a stage 4 lockdown, a second lockdown. There will be businesses hit, there will be consequences for a lot of people, yet when I saw last year in 2019 reporting 23% more profits, I find it a little distasteful to read about 35,000 jobs lost, all whilst banks have been filling their pockets for close to a decade, if there was one situation where loyalty is leaving the building the this is it. There is however an upside, if we consider that 2% of the American people has the Coronavirus and a percentage of that will not survive, we see that job openings are coming. Globally we are moving faster and faster towards 20,000,000 Coronavirus patients, we are almost there, almost 750,000 people were lost on some official places, yet there are loads of articles giving us that the number of deceased people is a lot higher, as such loyalty is not something bosses want to take chances on, but that is merely my view on the matter. Let’s be clear, a lot of them were retired, yet not all, so they need replacement and when the financial sector, after non stop massive profits is shedding its staff, there is nothing stopping a place like Saudi Arabia starting a new financial cornerstone, they are getting access to well over 100,000 people on a global setting. 100,000 people with knowledge of the sector and the clients. Now that they are not spending billions on Newcastle, they could set a corner in the financial sector and setting up shop, with staff needing a job it might not be the worst idea and they have the billions, a lot do not. The world market is soon to be about choice and a lot are handing over the options and opportunities they have to merely meet a short term bottom dollar. I get it, plenty of catering, bars and restaurants do not have the options, or the reserves, they are with their back to the wall and trying to survive, no blame there, but the Fortune 500 and banks shedding jobs, it makes no sense. A situation where they rely on governmental hand-outs whilst they went around making as much profit as they could whilst paying as little tax as they could (which is no crime mind you), but there is a stage where the feeling of insecurity becomes slightly distasteful. Even as we understand that there is a station of choice, yet we seemingly forgot that the station of choice is one with limited settings. It becomes a much larger setting when we consider the impact of 5G, no matter what choice we had, we now see ‘Experts say expanding 5G will boost regional economies during COVID-19’, yet we also see “Although the pandemic has brought uncertainty to our lives, the advantages of 5G infrastructure are increasingly clear. The outbreak has led to increased demand for ICT solutions specifically in areas like 5G amid a boost in network usage and 5G 2B innovations. Meeting that demand will require new forms of public-private partnerships based on open collaboration, supporting strong industry policies that will enable social value, economic development and provide enhanced service experiences to consumers across the region” So when we realise that ‘new forms of public-private partnerships’, some might get the idea that it means new jobs, but this is exactly the danger I had spoken about and this meeting of the SAMENA Telecommunications Council Leaders was in Dubai and Huawei was making enough noise to unite the 5G community in the Middle East towards Huawei, not just Huawei, but there is a clear station where they are coming out on top. It was the scenario I have described a few times and now that the view grows towards ‘new forms of public-private partnerships’ via Huawei, the stress levels go up, the US has a lot to lose and they will lose a fair share of it, in an age of loss of jobs, we get to slowly witness a market shift towards Huawei and the Middle East in almost EVERY segment of 5G and as western corporations fall short on innovation and lack of speed in their apps, we see the danger flexing in a few new directions, I saw several of them as the US is bullying others to drop Huawei, but so far has NEVER shown clear evidence of Chinese governmental dangers. Especially in light of the open dangers that Cisco is leaving out in the open (not intentionally mind you), I think that in the networking environment we have larger dangers that have been confirmed, also by the maker of the hardware. Even as we see the buyout of chipmakers, we see a dangerous setting, we could lose a lot and as I see it, most nations are blindly accepting the stage that America is feeing Europe and the Commonwealth, most are getting more and more aware that 5G is for some treasury coffers will be the last straw of one with coins and one with IOU notes and the stage we are approaching is now set that 5G will be lacking in speed and will be behind all with Huawei hardware. That is the stage we are moving forward to and a stage where job loyalty is at an all time low, a stage where others move in on fields they were never able to move in on and now 5G will move faster. Ericsson gives us “The frontrunners in 4G – largely in the US and China – became the big winners of the “app economy.” The same dynamic will play out with 5G but on a potentially massive scale”, consider that quote, consider the advantage that Huawei has and now consider that players from the Middle East will be entering a field with freedom of movement for well over a year and that stage has never existed before. Consider that in 2018 the stage was “US 4G leadership also resulted in more than $40 billion in additional app store revenue”, so that stage was a large benefit for the US, who is now losing that stage where Asia and the Middle East will get a much larger share than ever before, do you really think that app designers aren’t packing up ion a stage where nations lose more and more loyalty? If Google wants to stay in the race, they need to grow at least three more data centres in the next year alone, and that is merely Google, the others need to grow a much larger input into those regions to stay ahead of the game, the advantage that they had ib 4G is now gone, India was making waves and when they realise the losses they will get as Huawei is shown the door is staggering. In a stage of $40,000,000,000, we see the new economy rise an d Europe and the US will only be a smaller part towards it, the stations of choice are dwindling down and those who SHOULD do something about it are indecently silent. It worries me because it will impact the Common wealth for far too much, as America stops being a superpower, the Commonwealth will be alone taking up the baton of the free world, we will have to seek a partner and Europe is unlikely to make it, so how can this so called ‘free world’ be insured when the option for the Commonwealth becomes Russia or China? I don’t see it, do you? And even as there is no cold war, there is a new war coming, not with fighting units and out in the open bashing, but it will be a new war. The Digital war will be new, it will be massive and our team has thrown out the most important options from the get go. It worries me and it should worry you as well. 5G is too important a battle, and so far both Ericsson and Nokia are all making marketing claims, but are they showing equal or more advancement than Huawei? As far as I can tell no, and that is where Samena comes in. A council where we see STC, Batelco, Arabsat, Etisalat International, Mobily, Omantel, Orange, Sudatel, Zain Kuwait and of course Samena. A stage where there is a much larger stage for meetings that impact the Middle East as it becomes a larger stage for players like Huawei. So here’s hoping that the current US president is not getting this wrong as much as his stance on the Coronavirus, because the cost will be a lot higher this time around. A stage where the big players handed over revenue to Asia and the Middle East via a conscripted setting of ego, it will be a first, yet at present it iOS close to certain to become actuality.

 

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July 30, 2020 · 03:05

When Congress becomes something more

So as I stated in ‘The Fantastic Four and the Bully’, the four getting grilled are not the bad guys. Well, there is some debate, but the foundation is that these four tech entrepreneurs are getting grilled by people who are clueless on tech matters. So as some read the BBC part “At issue is the fact that Apple doesn’t allow apps to be installed onto iOS devices from alternative marketplaces, and that it enforces tough rules over the way subscriptions and other digital items can be sold.” The issue soon becomes, will congress be responsible for any bad app and data gathering app that Congress would want to allow for? Even as an android user, I see that there are very few bad apples around, as such most apps are safe. There are a lot more dangerous apps on Android. This is not the fault of Google, there are several ways that a personal device gets to be the victim, there are a lot less issues on Apple, as such and as Congress might demand third party options, will they not be responsible for the damage that they put on Apple and its users? There is another side, a these tech giants come under fire, the chances of Chinese hardware makers making it bigger only increases by 35%-55%, how is that of use to congress? We might see Fitbit mentions and other mentions, but these products are closely followed by Asian alternatives, the entire setting does not add up. Then we get the advertisements, until Google Ads was here, we had DoubleClick, there were versions that equal Epom, with price tags that started at $250 a month, then $1000 a month, $2500 a month and higher. So, can the US Congress give us a list of all the small business and small startups that had that kind of cash? Google Ads was one of the first AFFORDABLE solutions for small business units, the fact that the bulk all switched should be a larger consideration, in addition, Google Ads was one of the first to truly die a larger rise to localisation and languages. Usually one or the other was missing, as such, is the growth of Goole Ads to be blamed on Google, or on all the others who could not be bothered? Not everything is perfect at Google, we all know that, but we also know that the ignorance in congress is a little too large to wonder who they are serving, they claim the people, but in reality? I am actually wondering who they are setting the stage for, I see it as a different stage that the one they tell us we are on.

And even as we accept Sundar’s optional defence of “Today’s competitive landscape looks nothing like it did five years ago, let alone 21 years ago, when Google launched its first product, Google Search”, we need to see that this landscape is largely influenced on the upcoming 5G and as it is now, especially as well over 50% of all searches are done via mobile, the only thing I see coming is that China gets a much larger share of it all and Congress intervening on matters that they do not comprehend is a much larger danger to that happening. I have always been favour of Huawei technology, that does not mean that I want China to have the bulk of all the business. The White House wants us to think it is the same, but it is not. They have set the stage that unites Huawei in a political tool for China to set a much larger field, they were pushed by US stupidity, not Huawei needs. The US took it away and now we see a very different stage, one where Huawei is still independent, but taking the customers that China is pointing at. The stage is changing and Congress is adding fuel to that fire by chastising the big four tech makers, each entrepreneurs. Each understanding the digital landscape. I had no clue in the early 90’s when Amazon started, I thought it was mad to continue when the losses were so great, now the owner has is worth in excess of $35,000,000,000, a personal value that exceeds a lot of nations. I am not saying that all is kind and kosher with each of the four, I am stating that when we are getting told changes, we are properly getting told by people who understand that business and in Congress, I doubt that they can rub together 2 one dollar coins on the subject on digital advertising. The more ‘diplomatic’ answer comes from Facebook’s own Zuckerberg. With “Our story would not have been possible without US laws that encourage competition and innovation. I believe that strong and consistent competition policy is vital because it ensures that the playing field is level for all. At Facebook, we compete hard, because we’re up against other smart and innovative companies that are determined to win” and some of them are Chinese. Some are Russian and others are all over the place, yet Facebook has other problems too, privacy and marketing do not go hand in hand, not in their granular market and that is where part of the problem lies. We could decide that from the four, they are the bad apple in this, but that would be wrong. I worked for people who had no idea how to dress a Facebook market when it was offered to them, their bullet point presentations could not deal with that unknown side of business, that was the strength for growth for Facebook, it was so new, there were no defining borders and there is where we see part of that problem, a lot never caught on, not to the degree that Facebook represents and there I see the dangers of the US Congress, they are not that clued in (as I personally see it). So as we get to one of the topics ‘One of the matters concerning the committee is the degree to which three of the tech companies now control the market for online adverts’ we need to recognise that these players made it affordable for a lot of businesses, the old way was dictatorial and something only rich companies could afford, they refused to give way and when Google, Facebook, Apple and Amazon gobbled up the small fry, the large fry moved positions because their provider was no longer the bee’s knees. Three never ruled it, the grew it changing the rulers and the old stage should never return. And finally, according to numbers one in three uses Bing and Microsoft search and are therefor exposed to Bing Ads, so why is Microsoft not in that stage? There are 4 players and one has well over 20%, so why is Microsoft not in the meeting? Is that asking for too much?

Those who have read my articles over the year have seen that I have chastised each and every one of these four (5 if you include Microsoft), but here I see no blame, not from any of the 5, the stage was set, the rules were followed and when the opportunity was there 20 years ago, most would not wonder there, I was a personal witness when some stated that there was no future for a business form of Facebook in 1997, as such what is the US Congress bitching about? And as we look at the article (at https://www.bbc.com/news/live/world-us-canada-53582909) we see the graph by eMarketer, yet Microsoft and their Bing is absent, why is that? So whilst they claim it is merely about the smaller rivals, it is about something more and something different, I wonder if we will ever be told the truth. As I personally see it, the members of congress have a different set of needs and I wonder what they are.

 

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July 29, 2020 · 19:57

He/She said, she/he said

There is a much larger issue, a much larger problem and for a while a lot of people have been ignoring it, not really on purpose, but as long as it does not hits them, they ignore it, and I will admit that for the longest time, I was very much on that same horse. Even if I did it away as a joke, it was my way of acknowledging that it is here. For example as a Sony fan I would say ‘I hate discrimination and Xbox users’, in all honesty, I do not really hate them, but it was a way to getting the point across, a joke tends to do that, but discrimination is not a joke, so as the BBC and other sources give us ‘Wiley: Rapper deleted from Facebook and Instagram after abuse of Jewish critics’ with the quote “The latest comments were shared on Wiley’s personal Facebook profile, and not his official fan page, which has also been taken down. Although they had relatively little engagement – less than 100 likes and comments each – they were visible to the public”, my issue is not the actions, but the speed at which this is happening, at this speed it will take decades to get a real result and that is where we need to take heed. It seems that cutting the head of a journalist gets results a lot faster than calling a person discriminatory names. It seems that the stops get pulled out by a lot when it ‘matters’ to them, and that is the rather large issue we are confronted with. Even as there are plenty of celebrities and a lot of others setting the stage to fight it, and as the Guardian (at https://www.theguardian.com/politics/2020/jul/25/antisemitism-labour-warns-of-cash-crisis-as-cases-grow) gives us “Labour will this week be formally notified of a batch of potentially costly new legal actions over antisemitism – days after a warning was issued to the shadow cabinet about the devastating toll the crisis is taking on the party’s finances”, we need to recognise that the inactions for years are adding up and this is more than merely a social media problem, the inactions by government as it ignores scores of discrimination issues (on a global scale mind you), and the media has been lagging (not lacking) in this and it is time for a larger global sounding and working initiative against discrimination. In the USA things are going from bad to worse, especially in the economic light of COVID-19, we see sources giving us all kinds of titles, titles like ‘A new study found fine-dining restaurants in Seattle told white applicants to start immediately, while telling Black jobseekers they’re ‘not hiring’’ are not the exception, they are apparently the norm in the US and they are not alone, whilst we see screams and demands for equality, the opposite is happening, and it is happening right now. Now, I have always been about realism, and the reality of the situation and the economy is that discrimination is too much of a problem, not merely in the long run, in the short run we see the direct station of hurting well over 31% of the global population, and yes that is not the issue for governments, but in their own backyard it is an issue, in the US alone the issue of discrimination is well over 35%, that implies that one in three will face discrimination and that is on race alone, when we add gender and religion, the picture becomes a lot less charming. In this the UK and Australia are not far behind. Many countries in the EU face similar issues. And as some are ignoring the dangers ahead, in this economy we need to create an air of inclusion, we need to move from inclusion to phases of opportunity. These happen not overnight, but they need to happen a lot faster than whatever solution social media comes with. You see, at the core of inequality is the inability to live like a person, to live like a human being and as that is taken care of, we can create time and create other means to stop discrimination. Anyone who gives you a 5 step plan is plainly a loon, this cannot be done overnight, it cannot be done in 5 steps, and at the core is clear education on just how wrong discrimination is. There is a quote, a quote I locked inside of me in the 80’s, “Change is valuable, it lets the oppressed be tyrants” I believe that this phrase is more important than you might imagine. I did not know it at the time, but the phrase is from Jenny Holzer’s ‘Truisms’, consider the option that the oppressed become the tyrants, where would you be? We need change, but one that does not include oppressed and tyrants, it requires equality and we are running out of time, if you doubt that, consider what happens in the US, when we first get to see that the USA has to admit that they are no longer a superpower, then we get consumerism collapse and in this we get to see that those so called captains of industry are left with lagging incomes more and more, what do you think happens next? And make no mistake, this is not about the USA, the Commonwealth (with minimum impact in Canada) and the EU face the same predicament, the only bad thing happening in the near future if they all get hit at the same time, a scary prospect, no? In all this we need change, we need it fast and we need it by making any setting of discrimination ‘actionable perse’, we have little other options at present. It was never that clear before but the entire Covid-19 issue brought it to the surface more and more, and if the US want to do more than merely become a police state, they actually have no options left, they might be the first, but they are not the only ones, the UK and the EU are ripe and ready for a lot more. The problem is not can we fix it (it should be) the problem in the immediate future is to lower the inequality curve, from the range it is now, towards a 25%-30% lowering curve within a year, with an additional 30%-35% lowering in the year after. These are seemingly achievable numbers, but it will not be easy, anyone claiming that it will be is at the very least insane and optionally delusional as well. We can look at a whole range of options, but in the end government after government will have to decide what is the best way for their nation. I do understand that each nation has its own priorities and its own way of dealing with matters, that was never in question, but they need to realise fast that they no longer have leeway in doing it later, that option past about a decade ago.  

 

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July 24, 2020 · 23:35

The Fantastic Four and the bully

Yup its Friday! The match is set and also tempered and set against the Fantastic Four, they face it because the people who they are defending against are not that clued-in on the abilities of the digital economy and they merely want better pickings from these four, I am actually surprised that Netflix is missing there on a few stages, but perhaps they promised the not so clued in spectacle seekers to give them all the illumination they are worthy for, it is a dicey call, but when you can lose it all, you can also play it all.

They are up against a congress who has fiddled and played away well over 8 trillion in stupidity, the rest was unavoidable, they are that not clued in and the batter is about to hit the hedges, so they need a play so that they can retire unabated and without accountability. This was not new, there had been announcements and for the most, I actually thought that in light of what was playing now, that US Congress might give this a miss, but no, I was wrong.So as we look t the article (at https://www.reuters.com/article/us-usa-tech-congress/big-tech-ceos-ready-defenses-for-u-s-congress-hearing-into-their-growing-power-idUSKCN24O16K), we notice the lead ‘Big Tech CEOs ready defenses for U.S. Congress hearing into their growing power’, yet did we also notice “The panel is questioning the companies as part of its probe into whether they actively work to harm and eliminate smaller rivals, while not always making the best choices for their customers”, perhaps you remember the old court case, where we get the number one hilarious moment (at https://www.nbcnews.com/video/senate-gop-and-white-house-tentatively-agree-on-1-trillion-coronavirus-relief-88172613521), NBC was not the only one giving us that, but you get the idea on how clueless American Politics seems to be. You see, there are two parts in this. The first is “while not always making the best choices for their customers”. The sides here are 1. ‘Who is the customer?’, and 2. ‘What are the best choices?’, as I personally see it, congress does not have the brightest players in the first place, so there is every chance that at least 20% of that panel is clueless to the digital environment. And that is not all. If we consider “The high-profile hearing, which will bring together Amazon’s Jeff Bezos, Facebook’s Mark Zuckerberg, Apple’s Tim Cook and Google’s Sundar Pichai, will be a key moment in the growing backlash against Big Tech in the United States and is likely to set up a face-off between the executives and skeptical lawmakers from both parties”, we see an optional stage of discrimination. In the first Twitter and Netflix are not there, in the second, as far as I (and others can tell), these players have acted on the letter of the law, the fact that others can’t do that, is not competition Law, it makes it something else (not sure what actually). I agree that I do not have all the answers, but this in the end we need to see that this is optionally not about what they say it is, the European Law and their GDPR is biting hard, as the US privacy shield is falling short by too much, there is every chance that the US government is missing out on terabytes of personalised data as their FISA act opted access for and that is not sitting pretty with them. So where is my evidence?

We see part off this in “Apple is likely to be quizzed about the way it manages its app store after facing criticisms it hurts newcomers. Apple told Reuters it will argue it does not have controlling market share for apps. The iPhone maker views its store as a feature designed to ensure the security and reliability of its phones.” The App Store is a rather large being, but it is amped towards Apple products, and as such security is key. So far the issues we see are a mere fraction of what could be. In this Forbes gave us that part yesterday with “With the July 22 launch of the Apple’s SRD program, security researchers will be able to go and hunt bugs much deeper within iOS. Apple said that the iPhones, which will be dedicated exclusively to such work, and known as security research devices, will come “with unique code execution and containment policies.” What this means, for example, is that the file system will be accessible for inspection rather than just looking at crash log snapshots or using jailbroken devices. The latter being far from perfect as jailbreak vulnerabilities are generally patched quickly, and so any research is more easily denied by Apple as being flawed.” Again, this shows two parts, the first is that Apps are often defined by hardware and Apple hardware is in transit, making most issues moot for Apple, the second part is that we see “the file system will be accessible for inspection rather than just looking at crash log snapshots”, we can argue that this betters the US government access to data, but does not really prove it, the merely get a better look at where to seek what they desperately want. I am still not convinced that this hearing isn’t an option for old goats (oops, I meant members of Congress) to get selfie time wit the 4 most wanted selfie objects in history.

I wil forgo on Amazon, these people have enough problems to set a proper definition of what is a hazard and how to identify it, I briefly discussed that in ‘6 simple questions’ in February this year, where a load of shortcomings, or is that shortcumings? Are set in motion, I never understand how people get their rocks of on bad work, but that might merely be me. I discussed it (at https://lawlordtobe.com/2020/02/03/6-simple-questions/) it also had a link to another article that shows questionable parts of FTI Consulting, as such and quoting CNN who gave us “The report’s limited results are a reminder that it can be extremely challenging to reconstruct the activities of a determined, well-resourced hacker”, all whilst the identity of the hacker is still up in the air, and this is set against a person who has more money than the combined resources of all who live in New York, which is saying something. He is 25% of what Congress faces? To be honest, I feel that the US audience are facing another Mickey Mouse show, which is weird as Disney is not in the dock, but I got extra popcorn, so that I can watch and giggle at the same time. Oh and by the way, I wrote this all on an innovative MacBook Air, as such we see that other players are not up to scrap to show us what is truly innovative. As I see it, this is the first truly innovative piece of hardware since the release of the G5 in 2004, so I wonder what Congress is really trying to achieve. And when we see “in recent weeks the firm has published blog posts and a white paper asserting that it still faces plenty of competition and that the fees it charges ad buyers and sellers are justified.” We see an optional path for Google, all whilst the non US Data centres of Google are being upholstered to avoid GDPR issues, as I see it the US Bully, oops, I mean Congress, are out of their depth in an age where computers and hardware changes quicker then the identity of the average man’s mistress. There are so many tackles and interactions, I have no trust in what US Congress is trying to achieve, but there is an upside for me, a they fail more and more, we see that my IP is still untouched and no one got near it, all this whilst the 5G site is going forward in most area’s, l except the USA. Perhaps Congress should have other priorities, like sorting out the tax laws that these four face, is that a little over the top?

 

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July 20, 2020 · 16:41

You were expecting good news?

We all love the moment that we get to say ‘I told you so!’, it is like a confirmation on the silliness (stupidity is too strong a word) of certain people. Basically, I stated 5 days ago: “So as the UK is basically throwing away the economic advantage it might have all for the grace of a bully who stops mattering in the political field soon enough. We see a larger stage, the new economy in Europe will be largely in the hands of the Huawei wielders, and not for governmental reasons, but for the simple reason that their equipment is 3-5 years more advanced than whatever is out now and those making claims that they will equal it, will already be behind the new Huawei devices”, I stated this in ‘Light at the end of the economy’ (at https://lawlordtobe.com/2020/07/15/light-at-the-end-of-the-economy/) it was only time that was the one factor proving me correctly, so it was a small surprise that this evidence is given 5 days later (at https://news.cgtn.com/news/2020-07-19/UK-asks-Japan-for-Huawei-alternatives-in-5G-networks-SfpqYScBxK/index.html) where we see ‘UK asks Japan for Huawei alternatives in 5G networks’ and that is not all, we see “The British government asked Japan to help build its 5G wireless networks without Chinese tech giant Huawei Technologies, citing NEC Corp and Fujitsu Ltd as potential alternative suppliers, Nikkei reported on Sunday”, as well as “British officials met with their counterparts in Tokyo on Thursday, according to Nikkei, noting the move reflects Britain’s effort to bring in new equipment suppliers to foster competition and help reduce costs for the country’s wireless carriers”, and the two are actually a lot more important, not only is this about making the 5G equipment, but it also becomes about ‘help reduce costs for the country’s wireless carriers’, now consider the design path that will take up to 180 days, then we get the setting of financial stages and ‘cheaper’ chips and cheaper assembly, so we are looking at 200+ days, implying that the first workable designs will not be here before late 2021, the UK will then be a year behind others that embraced Huawei, all because of a stupid bully in the White House who refuses to show evidence. When did we ll accept that part of the equation? Now consider assembly and mass production and after that software flaws and other design flaws. The UK will now be around mid 2022 and no configurable 5G situation, it will give a first large testable pilot not before the end of 2022, at this point the UK will be staggeringly behind all other players and they will be wielding the latest Huawei options at the end of 2022. This implies (implies, which is not the same as proven) that the Huawei wielders are 1-2 years ahead of the latest that the UK installed. Or perhaps I should diplomatically state: ‘Good luck starting a new economy at that point!’ And that is merely the top of the iceberg. If Japan remains on the same track, we should see the dangers of a statement a mere 4 hours ago: “Japan’s exports suffered a double-digit decline for the fourth month in a row in June as the coronavirus pandemic took a heavy toll on global demand, reinforcing expectations that the economy has sunk into its deepest recession in decades”, I personally see (speculatively so) it getting worse, you see their economy has not reset the numbers and expected income of the delayed Olympics yet (which is officially not on the date of expectations), so we can expect a lot bad news coming from Tokyo in the next 8 weeks. That is the stage where the UK is going to whilst the players are in a state of turmoil, as such there will be a lot of debate between now and 2022, as such more delays and more ‘compromises’ and they will all be altered by certain voices so that they look good, but the people awaiting the hardware will get to pay the price of non-delivery. That is the larger stage I saw coming from a few angles (apart from the unexpected Japanese move), and this sets a much larger stage, if the UK moves towards Japan, what is now already not optionally coming in any Ericsson or Nokia solution? Did anyone expect that question?

And as Reuters gives us “The Bank of Japan has signalled confidence the economy will emerge from the slump and has ruled out the risk of deflation, suggesting the central bank has paused monetary easing after it deployed stimulus twice so far this year” I merely wonder what numbers that these ‘believes’ are founded on, I wonder how much bad news Japan will give us at the end of September when the Olympics losses will need to be on the books and then the large tamale of  bad news is given to us all. 

As I see it, those who did embrace Huawei will have a larger part of 2022 to stomp out their economic advantage, and as that becomes clearer, consider the US impact as GDPR is failing and Europe becomes a larger data pool location, at that point certain players will get a much larger advantage, and those screaming that I was ‘betraying’ my identity by offering my IP to Huawei will see that I opted for evidence and as I get to be proven correct again and again, y IP will merely boost in value beyond what I ever expected to make, which will work out lovely for me.

 

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July 20, 2020 · 02:42

Baa baa who?

I got alerted, OK, alerted is slightly too strong an expression to a BBC article by Elisabeth Mahy. The article was published two days ago and I probably overlooked it. Yet, it is a shame I did, so better late than never. The article called ‘Sheep wool ‘barely worth selling any more’’ is a weird one, well, it is not really weird, but it comes across weird. Wool is an essential fabric in our lives and has been for generation. Suits are made of it, Tweed has its foundation in wool, as do many other forms of clothing and the idea that 8 billion re quire clothing gives a rather noticeable rise in the required availability of wool. It reminded me of Ghandi (Ben Kingsley) giving us the state of India and that setting “thus Mahatma Gandhi started spinning himself and encouraging others to do so. He made it obligatory for all members of the Indian National Congress to spin cotton themselves and to pay their dues in yarn. He further made the chakri (spinning wheel) the symbol of the Nationalist movement.” I remember seeing it in the cinema, I would state that I preferred to see it with my own eyes, but I am not THAT old, this happened a long time ago and the movie made it stick for me. So why are we all in the Commonwealth not in a state of supporting the need for wool? As I become aware of: “Wool’s popularity has been in decline since the 1950s – and this year, coronavirus has added problems that businesses can ill afford. The global wool market closed in February. This has led to vast volumes of wool lying unsold in depots and has pushed prices down.” I see the impact of the exploitation and pressures of big business. Why is wool under such scrutiny? I still hope that I will be able to afford myself and actual Tweed, although, in Australia there is merely the midwinter when that stuff is functional (it is really too warm here for Tweed), but that situation is less of an issue in the UK and Canada (Commonwealth) or Scandinavia for example. Why are we not looking into pushing the need for wool? If my memory serves me, clothing is required almost everywhere and pretty much all the time, so why is wool ‘out of favour’? I get that wool at times is slightly too warm in places, but we also require blankets (most of the time), high end carpets are often made from wool, so I feel that there is a cog missing. Now, I might miss the cog because I do not have wool on the brains all the time, but when I read “Farmers used to be able to pay a year’s rent from the price of wool, but it’s barely worth selling anymore.” I feel the misalignment. When I look around I see “wool carpets can range from $140 to $500”, as well as the idea the suits still cost a few pennies, with a population at the size it is, my mind is still wondering why wool is under such pressure. 

I can understand that the covid situation makes selling temporary harder, but the article seems to press on a much larger station, and it partially baffles me. Yes, we know that it is about what the market demands, but there is a growing concern that wool is kept off the consideration list for other reasons. We can point fingers and make claims left, right and centre, but I am not sure if there is a clear reason, or one that I am not aware of. From my personal side I have suits (or had them), and I never looked down on wool, at times aware that it is not the cheapest stuff, but whatever you buy in wool tends to last, so you have something worth buying, so when I read “it’s barely worth selling anymore”, I personally remain puzzled. So when I read “Each farmer’s costs are different, but in Gerallt’s case, it doesn’t make financial sense selling the wool this year.” I wonder how we failed to this degree and “I’m not going to spend 30p on packing [a fleece] to get 24p back” really does not help. The article (at https://www.bbc.com/news/business-53421546) leaves me with a lot of questions. And that is long before you consider that the packing material is valued higher than the wool, how could we fail an industry producing a needed substance like wool to this degree? And overall the statement “British Wool is currently storing 14 million kg of wool in its depots” does not help any, as I personally see it, this is not due to the Coronavirus (it will have an impact, but not to this degree), so what are the players in all this ad why can we not increase the need for wool, so that one industry is not a lamb chop away from existence? 

It is a stretch from the state we had in our childhood (well, mine at least)

Which was 

 And has become:
Baa, baa, black sheep

Have you any wool?

Yes, sir, yes, sir

Three bags full

One for the master

And one for the dame

One for the little boy

Who lives down the lane

 Baa, baa, black sheep

Have you any wool?

Yes, sir, yes, sir

Thousands of tonnes

the master and the dame

Want none to claim 

And the boy down the lane

Wants cotton that is plain

I personally believe that as we looked and listened to those telling us what was fashion, the view on wool moved to rear, we can state that this is how the world turns, and that remains true, I merely wonder how an industry was pushed out of existence, not that fact that it happened, but that it happened under my own view and I never realised it. So what else did we miss? What did we lose without taking notice? My mind wanders around the room, on what might be added when we add wool, and apart from a plaid on the sofa and a new blanket I honestly do not see it, on the other hand, why are we not pursuing new fashions with wool? We can twist and turn in any direction, but the fact remains, when the material that never stopped being useful is no longer needed and that it is worth less than its packing material, that is not a good thing. We might want to blame ourselves, but is that fair? Can we blame anyone? Let’s be honest, when was the last time you went out to buy gramophone needles? Some articles are deleted due to evolution, I get that, but on the whole side of it, I never expected that wool would get there and that is weird, apart from the small issue that it is worth less than packing materials. 

It will take some time to get over an invoice that reads 1 wool fleece $0.02, packing $0.25, postage $4.99 total due $5.26.

 

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July 19, 2020 · 00:17

When the game changes

That is the question, this is not about gaming, but Microsoft is about to get a black eye. This one is not one I saw coming for a few reasons, but the stage is set in very different ways at present.

It all starts with European Court of Justice and their Schrems II case (C-311/18), in this case we see that the Privacy shield, as US Department of Commerce concoction to appease Europe and the European Commission has fallen, like Humpty Dumpty the setting got pushed by the judges, and it cannot be superglued, it is dead. The term is ‘invalid under European Law’, So all the American contractors and subtractors of personal data in Europe (mainly Microsoft, Google, Facebook and AWS) now have a much larger issue to content with, it is the stage that President Tump cannot use, it will be another mail in his election coffin. The source Aigine also gives us “It is close to impossible that the rules of GDPR will be enforced, as US-Companies have given capabilities to US Intelligence authorities (example the No Such Agency)” The implied seizing of transfer of data to US-controlled companies will be a much harsher reality than ever seen before. Basically it works for me, but there is a larger station where data pools will have a national setting. If players like Google want to stay ahead, they will need data and hardware specialists in a much larger region of the world, happy me! And this will follow in other nations as well, the GDPR will have larger considerations in the Commonwealth as well, and as I see it the US has set the stage to open a can of worms I always saw coming, yet I believed that the EU gravy train and US Wall Street people would be more aligned, in the end it now seems that they were not and the data field will change in a much more refined way than I thought was possible. As a data cleaner my options open up, yet Google will set a new parameter of systems as they already have, however they will have a much broader need and as this war continues, we will see these players overreact to make sure that their data is lacking gaps, again, happy me.

So as we see that there is an assessment on what an how things are transferred, we will se. Much larger shift internationally. There is still a lacking state. The text “if possible, personal data should be stored within the EU, and on servers controlled by EU companies” whereas we see questions on ‘if possible’, I see options and opportunities, and the stage for legal interpretations will open up on the larger stage as older (90’s) solutions are revisited on the method of storing personal data. As such there is a new data war coming, and in this there is an open field who will grow, pretty much all European data vendors can, because there is a whole shipment of US companies who cannot rely on the FAANG group, and that is where the commercial opportunities are staged. To be honest, Microsoft has an actual opportunity now that it did not have in the past. Even as Aigine gives no consideration in this, but the Azure systems have a greater ability to decentralise, it is something that they had in place for other options, but Google did not (not to that degree is more correct), and that is the stage that pushes Sunday into the IT gathering of the week. I reckon that the news will be about the PDPR and the impact that US systems will face over the next week, but this impact is too large, I reckon that there will be a larger impact on a larger scale, yet I will agree that my view lacks the clarity of certain players and what they put in the field over the last 3-4 years. No matter how we see the EC Judgment, there were enough voices around to see a downplaying of the verdict, a verdict that is now a much larger stage than in the last 5 years.

 

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July 18, 2020 · 01:23

When is a terrorist not a terrorist?

Isn’t that an interesting question? You might think it is not, but what happens when we consider our own pat, the letters of marque and the bounty arrangements many European nations had preceding the 19th century? And when we consider those ‘privateers’, how far away were they from being pirates?

That is underlying the stage we see in the Jerusalem Post when we see ‘EU must designate Hezbollah as terror organization, 230 lawmakers say’ (at https://www.jpost.com/middle-east/eu-must-designate-hezbollah-as-terror-organization-230-lawmakers-say-635378). We can argue on the premise of this, yet let’s be clear, when was Hezbollah not a terrorist organisation? The quote “The EU already recognizes Hezbollah’s military wing as a terrorist group, but has not extended that designation to the organization’s political wing. Such a designation must be made by the unanimous consent of the EU’s Council of foreign ministers, where opinions on the matter are divided”, So apparently there are white sheep and black sheep, yet what about the grey and brown sheep? The letter as stated had all these signatures, so for the record we see “Signatories to the letter included 131 members of European national legislatures, 73 members of the European Parliament, 17 members of the US Congress, eight members of the Parliament of Canada and six Knesset members” In addition we see “Among those who already recognize Hezbollah in its entirety is Argentina, Bahrain, Canada, Colombia, Germany, Honduras, Israel, Japan, the Netherlands, Paraguay, the United Arab Emirates, the United Kingdom and the United States”, So apart from the fact that 2 EU members are already seeing Hezbollah as a complete danger, what gain is there for the EU to keep this debate going? This entire sheep fur issue is what gives Hezbollah the edge they need to remain a danger in the EU and beyond. 

This is seen in a different way, I remember, I was (indirectly) around in 1982 when Hezbollah started. When we see the quote “For Iran, the creation of Hezbollah represented the realisation of the revolutionary state’s zealous campaign to spread the message of the self-styled ‘‘Islamic revolution’’, whereas for Syria the Shia party was a fortuitous instrument for preserving its interests: Syria’s alliance with Iran presented it with the means to strike indirectly at both Israel and the United States, as well to keep Lebanese allies, including the Amal movement, in line.” We get this from The Role of Hezbollah in Lebanese Domestic Politics by Augustus Richard Norton. We see the clear and direct interaction of its political and military side, this could not have continued if military and political sides were not in the same direction, which means that they needed to align, which gets us the direct interaction. We might think that they are clever, using a seemingly Chinese wall side with different people, but they have a connection through a person and optionally through other links as well. “Hezbollah’s speedy distribution of $12,000 payments to each family made homeless by the war. The opposition alliance, formally sealed in a written compact on February 2006, has proven remarkably durable.” It comes with the reference The full translated text may be found at yalibnan.com/site/archives/2006/02/full_english_te.php. The military did not have the funds, there is a larger political connection meaning that they are not separate, no matter the reason for the interaction, there is interaction. In the stage that I see it, the EU is seemingly knowingly blind to that interaction, perhaps as a way to keep the door open for business, this is my speculative implied  consideration that when it comes to money the EU is willing to let go of whatever ethical needs it has, it is not beyond the scope of things, but the idea that they remain in denial of that small part is a little to sour for consideration. 

It all gets worse when you consider the Arab News (at https://www.arabnews.com/node/1705556) where we see ‘Desperate Lebanese forced to look to Hezbollah’, and here we get “It is already clear that the tribunal will issue a judgment concerning the four accused and not against the group to which they belong: Hezbollah. This means that each of the nowhere-to-be-found accused will be issued with a judgment independently, which insulates Hezbollah from any direct legal accusation, even though the political accusation has been issued by all since the day of the assassination of Rafik Hariri in 2005” a political push to insulate Hezbollah? Do you still think that there is not a stronger level of interactions and at what point will the military arm not herald the consequences of the desperate Lebanese? The essential pushes, now intensified through Covid-19 on a global scale means that Hezbollah has a larger and wider stage of interactions. Still the EU considers the military and political arm apart? What evidence do they have that there is no interaction when there are mountains of evidence (A Golan joke if you please) that there is interaction?

And when the issues between Israel and Syria starts, how much more interactions within Hezbollah will be ignored? At some point we will need to accept that the EU needs a much closer look on who they go to bed with and a publication of names connected to the EU Gravy train will suddenly be stopped on national security reasons, there are more interactions and there is more denial than too many politicians are comfortable with and the stage that unfolds will have a few larger traps, I wonder how it will turn out.

 

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July 15, 2020 · 22:34

Changing the mindset?

I had an interesting stage, there is the potential that I was changing my mind in a case. The stage is given via the BBC (at https://www.bbc.com/news/business-53416206) ‘Apple has €13bn Irish tax bill overturned’, my first thought was (and I have written about it in the past) the clear stage where Apple (Google also) has had its fingers in the tax-is for too much and for far too long, but the article gives two parts that requires thought. The first is “The European Commission brought the action after claiming Ireland had allowed Apple to attribute nearly all its EU earnings to an Irish head office that existed only on paper, thereby avoiding paying tax on EU revenues” in that instant there is all the drive and motivation to bring that supervillain Taxman to bear on the tech giant, let them suck the blood from the body of Apple until it cries for mercy. Yet the other part is “However, he said Brussels was likely to appeal and EU efforts to tackle tax avoidance would continue” ad here we see two parts, the first is ‘tax avoidance’, you see, tax avoidance is legally allowed, it means to pay the least applicable amount of taxation. Tax evasion is illegal, it is the setting where no taxation is paid at all, as such Apple did not break the rules and the stage is actually larger, the quote ‘tackle tax avoidance would continue’ is an issue that optionally Margrethe Vestager should (or could) be regarded as a joke, the issue is not whether Apple is being dodgy, it is the fact that the tax laws after all these years (10 at least) have not been adjusted to the degree that they should be adjusted to. Instead of large windbags of claimed activity that go nowhere, we see the need that the EU had to properly set the tax laws and in this Apple (as well as other FAANG members) did not commit any crimes. They merely used the tax laws to set the proper stage and apparently you can have an empty office, just like the Apple Stores have almost no stock, it is all shipped from the US (sometimes after 9 weeks) so nearly every Apple store is basically a gigantic display case (oversimplification, I know). Yet no matter how joyful and enjoying kicking Apple is, in this case they seemingly did no wrong, the fact that a judge is willing to hand back 13 billion Euro, as such, what is Margrethe Vestager crying about? It is seemingly clear that the tax laws are at fault, in this the organisations above the European Commission have faltered and Apple lived towards the letter of the law and applied what was legally allowed. So when we realise that these laws have been unadjusted for the better part of a decade, who is to blame, Apple or the European lawmakers? 

So when we see the end of the article giving us: “However, he said Brussels was likely to appeal and EU efforts to tackle tax avoidance would continue. “We expect the EU to continue applying pressure in this area,” he said.” And when we see this, how useless is the EU? Tackle appeals whilst the tax laws themselves are flawed, and Ireland is part of this, the stage where Apple was allowed to have “an Irish head office that existed only on paper”, so there wasn’t even a staff-member member? In which universe can we blame Apple for using the law to avoid taxation? If we are a nation of laws, the stage must be that the law states “Law is commonly understood as a system of rules that are created and enforced through social or governmental institutions to regulate behaviour”, this is not me, we get that from Robertson, a bit of an expert on the subject. So when we see that part and agree that we are are a nation of laws, the entire matter we observe becomes a farce, and a bad one. We agree that we use laws as a system of rules, and then let the rules be applied in the way it was, so why blame Apple? It is merely another example on just how useless the EU has become, a gravy train without rules of accountability. 

The EU get what it deserves, as far as I can tell, and as we cannot see any opposition to the black letter law that applies here, Apple is almost scot free. We will enter a new debate soon, the spirit of the Law versus the letter of the law, and in this Apple remains innocent, optionally Ireland ends up in the dock for setting a stage where the spirit of the law is avoided. 

I never changed my mind, I merely adjusted my personal verdict to the facts that were made public.

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