Category Archives: Finance

August 1, 2017 · 14:49

How weird are these two?

I got confronted with the weirdest article in the Independent today, the article was 4 days old, but then, I do not frequent that paper so often, hence, I initially missed it. The article (at http://www.independent.co.uk/life-style/gadgets-and-tech/gaming/playstation-plus-price-date-details-sony-online-play-latest-expensive-cost-rise-hike-a7864351.html) gives us: “It’s about to get a lot more expensive to play PlayStation online“, which is an exaggeration to say the least. Now, for the longest time, the PlayStation plus has remained the same (as far as I remember), yet now we see a rate rise. The amount it rises with is £10 per year of £1 per month. It equates to 16% monthly, or 25% annually, yet the percentage increase is wrong, because it is £6.99 per month (new price), which comes to £83.88 per year, yet the full annual is a mere £49.99, which is only 59% of the monthly price on 12 months, so overall it remains a really good deal. So, as he whines on that event and how you can cancel the subscription. He also forgot to mention the fact that those with PlayStation Plus get 7 free games a month to play with, 3 PS4 games, 2 PS3 games and 2 Vita games, and the one subscription covers ALL three devices. Is it not interesting how that part got overlooked? The additional fact worth mentioning is that the list from June 2010 onwards has offered in total 493 games, 25 games had 90%+ ratings, which included games like Mass Effect (2+3), Bioshock Infinite, Batman Arkham City, Journey, Far Cry 3, God of War and a few others, So as we see the list offered, the £1 a month, or £10 a year does not add up to too much, when it amounts to 84 free games a year, which gets us an ‘enormous’ £0.11 increase per game (which makes it £0.59 per game in total) and in addition the access to multiplayer gaming, which we set at £0 for this exercise. So when Andrew Griffin writes that it is all about to get ‘a lot more expensive‘, I wonder if he has any clue on the gaming industry at all. Now, we know that there is hardship all over and that people can afford less and less, yet the option to get games at £0.59 per game remains a really good deal. In addition, you get them for the three devices without needing separate subscriptions. So I feel that Sony has always offered a really good deal for the gamers. Now, we might not always get the greatest games, yet 100+ titles had a higher than 80% rating and 25 games in addition had 90% or higher rating, so the people are getting really good games and they get a lot more than Microsoft offers and much better titles. The one part that the article does offer the reader is that if you try to renew the subscription now, you can get it for the ‘old’ price which is a pretty sweet deal, so you can delay the price increase for a year. In light of all this, not only is the description ‘a lot more expensive‘ a joke to say the least, the fact that the increase will not start until August 31^st is also a clean option to quickly get the renewal now whilst the games are a mere £0.47 per game.

So when I see the title part ‘As Sony makes it more expensive to play online‘ I do wonder where he got his insights. Factual he might be right, yet in the day and age where the price of a PlayStation Plus videogame is set at less than a 1 pint bottle of Tesco Organic British Whole Milk, the entire setting of ‘a lot more expensive‘ should keep you on the floor laughing for some time to come.

From my point of view my response to the Independent is ‘Bad form, Independent, bad form!’

Second place issue

The second issue shown is one that was given to us in both the World Finance site as well as the Wall Street Journal. The issue given is “America’s young men are increasingly giving up on work in order to slay virtual aliens and fight videogame wars, new research suggests”, which is more than merely a laughable joke. The original source US National Bureau of Economic Research, the part that calls out might be “Academics from Princeton University, the University of Chicago and the University of Rochester say there’s ample evidence that since 2000, men who would otherwise be working are instead being drawn into immersive virtual worlds….”, yet what is this based on? You see, the data past 2008, a date many will remember, saw the Youth unemployment rate rise from 10% to 19%, after the beginning of 2011 those numbers have been declining steadily down to 9%, so the unemployment rate for the youth is now close on par with 1968, when it was the lowest in US History and only slightly better than 2003 which was the lowest at that point for close to 30 years. So when we consider those facts, it seems that the makers are giving us what some would regard a hatchet job. My title for that might be slightly too crass; yet when we see “Since 2004, time-use data show that younger men distinctly shifted their leisure to video gaming and other recreational computer activities. We propose a framework to answer whether improved leisure technology played a role in reducing younger men’s labor supply”, so how idiotic is such a notion when we consider the 2004 and 2008 meltdowns that thrashed the economy in several ways, in that same timeline, US unemployment (all) was set to 10% in 2008, with a steady decline that follows roughly the same downward trend to a little over 4% at present, now we might agree, that whilst unemployed those youthful individuals would divert towards videogames it is a path that is still better than heading towards the streets trying to be gainfully and criminally active.

In this the quote used by world finance “While eight percent of younger men were not in work in 2000, this number rose to 15 percent in 2016”, is more than inaccurate, according to worldfinance.com it is an outright lie. Governing.com gives us some extra information that is actually useful. Their quote (at http://www.governing.com/gov-data/economy-finance/youth-employment-unemployment-rate-data-by-state.html) is “The employment-to-population ratio for younger workers had only recovered about halfway for its recession-era decline as of early 2017. Youth employment rates have returned to pre-recession averages in just four states”, which seems to fit the other sources. This is what could be regarded as something that pisses me off. With ‘Leisure Luxuries and the Labor Supply of Young Men’ by Mark Aguiar, Mark Bils, Kerwin Kofi Charles and Erik Hurst, I have a hard time just giving it too much consideration. The paper has additional flaws, the consideration that we see on page 4 with “We further exclude full-time students who are less than age 25” which is a chunk of undergrads and post grads that work at least part time to be able to afford food and other small issues like books. So the numbers are already skewed, in addition some sources give us that 80% of the full time students work part time, which marketwatch.com gives us, which was part of a Citigroup study. The UK has numbers on 1 out of 7 students work and study full time, this might not be reflective of US students, yet it should be to some extent reflective of students in some of the US metropolitan areas like New York, Los Angeles and San Francisco where the cost of living remains a rising burden. It is in section 6 on page 31 when my laughter explodes. The issue given “we can use time allocation data to infer the rate of technological progress for gaming and computer leisure since the early 2000s”, this a given? With two recessions and the non-working youth being a historic high in 2010, surpassing the recession of the early 80’s is more than just an issue, with numbers showing a steady decrease since then, the job market starting to open, whilst outliers have a stronger impact. In 2017 retail shed 60,000 jobs in the US, whilst Wal-Mart and Amazon seem to be in a strategic battle of realigning jobs towards online presence, all elements that impact the job market. So as jobs get realigned through strategy, where do the jobs end up? What will those people do when they are not working? The information Forbes gives us on this is even scarier when it reflects the need for consumer appeal via transferred initiatives. In all this, the paper does give some interesting premises, yet relies on certain parts, which are I light of the two recessions a little too much of a stretch, yet the fact on how the formulas were used is actually quite interesting. Another flaw is seen on page 32, now this is the flaw as I personally see it regarding the data as showed, yet without the actual questionnaire on view, there is a flaw in both the results and the way that I see it might be, so we need to be aware of that.

With “We stratify by three groups: younger men who spent zero time on computer leisure the prior day, those who spent 2 hours or less, and those who spent more than 2 hours”, the flaw is the ‘when’, I would spend well over 2 hours playing after a full day work, so when we consider the working population with or without full time study, we see that the graph is flawed. Even the other way round, part time students with a full time job, they could fall into the 2 hour plus gaming bracket. It is that flaw that calls even more doubt into question regarding this paper. A final ‘consideration’ needs to be given when I take a look at the ‘Leisure Engel Curve’. Here I also must admit that I will give doubt to my own thought as I might not have comprehended that part completely (apart from the formula), you see, they do state “With the leisure Engel curves, we can link shifts in time spent across activities to an implied change in the marginal utility of total leisure”, yet does this part correct for any hype (read: diversion through peer and social group pressure)? I doubt that very much, as evidence I call for the Pokémon Go wave that started in July 2016, which is clearly computer leisure (read: mobile gaming leisure), yet the paper has not taken mobile gaming in any of it and sets gaming as a static given, yet this wave suddenly pushed 60 million people to a hyped community in the same group as other gamers, whilst mobile gamers can be set into any part of an idle time setting (like travel time), this disjoints the entire exercise as I see it and gives a larger (read accelerated) gaming community in a shifted setting according to the settings as given, yet not corrected for any version of the definition of what constitutes a gamer.

Even as we can admire the formulated exercise, we need to concern that the raw data is not reliable as such and that there are additional issues that the data model and the questionnaires and requested data cannot correct for. In addition when we see the models, there seems to be no consideration for idle time and/or transit time and the consideration of handheld devices or smartphones which calls for even more questions on the gaming environment.

No matter how clever some will think the paper looks like, from the stage as I see it, there are too many unknowns or unanswered question marks and in reflection the conclusion and some of the media statements are not in line of the reality of the recessions the people lived through.

That is merely my setting where $0.02=C(1+r)^t

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Tagged as Amazon, Andrew Griffin, Batman Arkham City, Bioshock Infinite, Citigroup, Erik Hurst, Far Cry 3, Forbes, Games, gaming, God of War, Journey, Kerwin Kofi Charles, Leisure Engel Curve, Leisure Luxuries and the Labor Supply of Young Men, Mark Aguiar, Mark Bils, PayStation, PlayStation Plus, Pokemon GO, Sony, Tesco, The Independent, Wal-Mart, Wall Street Journal, World Finance

July 31, 2017 · 12:32

Knocking on the door of death

There is a time in anyone’s life when death comes knocking. For some it is in an early stage for others when the end of a long road has been reached and a few of the latter go that way after a rewarding life, being it material or spiritual. So when we see ‘The Greek government says the country has turned a corner, but that is not the experience of people on the ground‘ it is merely another step to an early grave for a lot of them. The Greek Debt is being disconnected, it is being misrepresented by government and media, and overall the people are only losing more and more at a steady pace. When we see the quote: “The worst is clearly behind us.” Panaghiota Mourtidou pondered the words with a gravity unusual for the jovial volunteer. Even now, several days after the Greek prime minister, Alexis Tsipras, saw fit to use the phrase, she still feels somewhat bewildered” (at https://www.theguardian.com/world/2017/jul/30/greek-debt-crisis-people-cant-see-any-light-at-the-end-of-any-tunnel), the people seem to realise that they are being played. In the end Tsipras delivered on being as shallow and as deceitful as all the administrations before him. When we see the mention of the French-trained hairdresser who had paid into a pension fund for almost 45 years, we see the initial fallout “At first it was a fairly good pension at €1,750 a month,” she recalled. “Then it was cut to €1,430 a month and now its €960 a month“, it is a 46% drain on quality of life, it is merely slightly more than Australian welfare, it implies that people get to live of $5 a day for their goods and groceries, which is utterly inhumane and I think that Panaghiota Mourtidou and Alexis Tsipras are insane to give any voice to ‘the worst is behind us‘, there is a realisation that this is merely the end of the beginning. With a debt of €325 billion, and according to one source an interest that is set to roughly €600 per second, we know that this is before the last bailout, so it gets to be a little less positive soon enough. We know the Greece didn’t have any options, they all know that this would happen, yet the injustice that there has been no prosecution of the previous administrations must hurt the people a lot too. So when she voices the fact “Hopes of spending their later years in Crete have been dashed“, I feel for her, because at some point, that was my dream too and for a lot it was a decently realistic dream. In all this we see “raise the sort of money it needs to refinance its debt,” said Kyriakos Pierrakakis, director of research at DiaNeosis. “It will almost certainly need a new financial credit line, a bailout light, and that will come with new conditions.”“, as the risk grows the refinancing of debt is so hollow, as more goes into interest it all falls away and nothing is left. Now, we can agree that Greece or a larger than smaller extent did it to themselves, they did it in either ignorance or in spite of, the reason does not matter; the outcome would remain the same. As they had the option to get out of the Euro and default on their loans there might have been an optional new start-up, now we see that there has been almost no actual support and the Greek population will need to live with the consequences of ending empty handed, generations washed away without the optional memory, it might be the first time in history that the financial institutions have taken their goods, their savings and their memories, the harshest of conditions.

In all this, Kathmiri shows another side (at http://www.ekathimerini.com/220517/article/ekathimerini/business/prices-remain-particularly-high-in-greece), the quote “Eurostat data show that Greek consumers pay more than all other European Union citizens for their telephony and postal services, with price levels standing almost 40 percent above the EU average rates, and even higher than the rates in Switzerland“, the question becomes: ‘who is pushing this?’ When we see options from Vaya, TataDocomo and Amaysim in places as outlandish as Australia (a large island with at some places miles of stretches between each house), the option from the Greek government to open the option to other players so that some of the quality of life is not lost is one part, the other is to invite players like Google, so that the Greeks have some level of ‘free’ internet is not out of the bounds of thinking. The mandate for the Greek politicians becomes less waiting for the credit houses to throw them scraps; it becomes an issue to offer the Greeks some additional levels of options that floats the quality of life to the smallest degree. It is a simpler process than merely hoping for the economy to get better and to hide behind the falsehood of ‘the worst is clearly behind us‘, a statement we all know (especially the Greeks) is not true.

All this whilst Victoria Hislop produces an article a day earlier on ‘Patra represents the extremes of Greece – sublime and mundane‘, it is her view and she shows some of the remarkable places in Greece, in that she gives her views, with images of Saint Andrew, a breathtaking place. She voices how Patra is elemental in all this as a given need when one sees Greece. It is all valid, you see, the darkness of the debt is an internal one, driving tourists forward towards Greece is clearly another part. I fell in love with Crete when I originally saw ‘Who pays the ferryman‘, in the end I went to the places where it was filmed, and many other places on the island. I saw the relaxed Elounda, the bar where some of the episodes were filmed, but that was merely the beginning, you see, Crete had so much more, Spinalonga was the true treasure of historic events, the Venetian fortifications as well as the impact that the other visitors had to the place. Greece is more than the debt it has, but has been equally reduced to the debt. Yet in all this, what have the greed driven corporations pushed towards Greece in an air of support? Did we see Vodafail giving a sweet deal to the Greeks and create a long term loyalty plan? Ah, no, because they still have a net debt of £29 billion, which was up by 31%, whilst the executive officer Vittorio Colao lives of £6 million, amounting to £500K per month. OK, to be clear, I am not having a go at him, he might have been well worth every penny. It is just that I have been confronted with the Vodafail PR for a little too long and when the times are hard, they ‘suddenly’ retrench. This is a valid step for any corporation mind you, yet, if these players are so much about one EU, and using their influence trying to thwart Brexit whenever they can. Is that suddenly small minded local thinking not an interesting non-EU mindset? When we consider (at http://www.politico.eu/article/digital-single-market-mid-term-report-card-tktkt-percent/) we see the fallout in the corporate sphere. The quote “Thirty years after the launch of the EU single market, 20 years after its first work on launching a telecoms single market and 10 years after then-Commissioner Viviane Reding launched the digital single market idea, the Juncker Commission has only got one of its 35 digital proposals signed off so far“, it is clear evidence of the utter uselessness of a single market, it is evidence on the need and greed of large corporations, the maximisation of profit. In all this, I have stated years ago that pushing some of the services to Greece could have had a positive impact, an actual sweet deal for some of the large players whilst they moved away from expensive western European places, yet none of that was done, because PR was all about the visibility in Dynamic London. So how EU is that? I am all in favour of growing London businesses, yet when you consider £3500 per square meter on average for a company spot, and Greece can get you a large building at 1000x in a one time off option (not an annual fee), how expensive is London (or Amsterdam for that matter). In all this, pushing several call-centres to Greece and Crete could have had an impressive impact on the Greek economy, yet the large players never considered that (or optionally intentionally steered away from that option), it was not sexy enough. So after 30 years we see “Presenting its half-time report card Wednesday, the Juncker Commission acknowledged things need to pick up speed. “The work is far from complete,” said the Commission’s Vice President for Digital Andrus Ansip. Estonia will put digital issues at the top of the agenda when it takes over the EU presidency in July; as its longest-serving prime minister, Ansip is well-placed to leverage that push“, which does not mean that any of it will get done, pushing the weight to the next person, that is the mere realisation that the EU with their so called one market, their 20 gravy trains and a cost of existence that has surpassed the Greek debt in tenfold is showing us that not only is the EU a redundant thing, the fact that Santa Mario ‘spends way too much‘ Draghi is even more evidence as his €60 billion a month is leaving Greece out of any easing options, an equation that should warrant a lot more questions, yet the Financial times (at https://www.ft.com/content/82c95514-707d-11e7-93ff-99f383b09ff9), is showing how apparently, the recovery is slow, but real. That might be to some degree correct, yet when we see “Debt sustainability in both Italy and Portugal is very sensitive to economic shocks“, which is true, especially with the massive debts Italy has, In that that their interest due has surpassed €2500 a second, Greece is not a consideration anywhere, Greece no longer counts. The one quote that we see and require to consider is “Five years later it is clear the head of the European Central Bank was true to his word, restoring financial confidence and ending a crisis of sovereign debt through a series of extraordinary measures to support the continent’s governments and banks“, the first is was he actually true to his word? Is there actual financial confidence or is there an environment of governmental abuse and pushing the risks of the games some play and dangers they bring onto the population of these nations as debts keep on rising, as governments have lost all abilities to keep a proper budget? When we see the local news in the Netherlands with ‘De Nederlandse bank‘, the additional mentioning on how the Brits are all getting into trouble because of Brexit, the Flemish where we see over valuated housing issues rising, in addition, the large banks in Belgium have invested well over €40 billion in fossil fuels, this is an issue and an important one when we consider “Naast de schade aan klimaat, mens en milieu, erkennen steeds meer experten ook het financiële risico van investeringen in fossiele energie. Zo wees BlackRock, ‘s werelds grootste vermogensbeheerder, op het gevaar van ‘stranded assets’: fossiele energiebronnen of -centrales die in de komende jaren meer zullen kosten dan ze opbrengen“, which paraphrased translates as “beside the climatological damage, an increasing amount of experts are pointing at the financial risks of these stranded assets, Blackrock being one of the voices state that fossil energy sources will cost more than they will bring in revenue wise“, so not only are we watching €40 billion in bad investment, the dangers are that there are long term considerations in costs as well. Now in the end, this might have been the least of the dangers for the Belgium government, yet in that light it means that certain matters can no longer be maintained in the overall image. This is a very disturbing issue. All this links back to the options for Greece, when we see European governments make bad and expensive decisions, in addition as the governments in question seem to be creative book keepers, yet when we look at the risks given to their populations, the long term damage is one that seems to be spiralling out of control and none of these governments are making their politicians criminally accountable for any of their actions, how is there any chance of a surplus within the next two generations? That is a reality that should have been enacted for the longest of times, so as we see the impact of Greece as (partially due to their own acts) we see large corporations move out, more and more exploiting individuals move in for the kill and we see Alexis Tsipras and Panaghiota Mourtidou state that ‘the worst is over‘, how delusional is that?

In Belgium the newspaper ‘Het Laatste Nieuws‘ (at http://www.hln.be/hln/nl/957/Binnenland/article/detail/3148452/2017/05/03/Belgische-staat-verkoopt-deel-aandelen-BNP-Paribas-Geen-onverstandige-zet.dhtml), gives us two parts. The first is “Belgische staat verkoopt deel aandelen BNP Paribas: “Geen onverstandige zet”“, The Belgium government is selling a stake (25% reduction) into the French group BNP Paribas. This international banking group employs over 180,000 employees in a little over 75 nations; they have assets close to €2 trillion and had a profit last year of €7 billion, so they are no small grocery on the corner of a village. This happened two days after “BNP Paribas Fortis zet parlementslid zonder uitleg op straat“, meaning that they ended the accounts with a member of parliament, this Member of Parliament has 60 days to push his accounts into another bank. Now the reasons are not linked as a given, yet when we see ‘what is the most upsetting is that neither the phone connections nor the office of the bank gives me any reason as to why this is done‘ (at https://www.demorgen.be/binnenland/bnp-paribas-fortis-zet-parlementslid-zonder-uitleg-op-straat-bc2612a0/). When we consider the other (translated quote “often it is about strict rules regarding ethics and battling fraud, e-Finance institutions are mandatory required to collect customer information and to report this. It depends on the type of customer and for politicians there are specific rules, they need to be updated more frequently“, now we can argue and speculate, yet the question becomes if there is a problem reporting within the bank, that tends to be not such a good thing and if this politician is not the wealthiest one, the juice might not be worth the squeeze, so in this age, as banks become more and more stringent into ‘adhering‘ to certain rules, it seems to me that this tends to be a first sign that the bank has certain stress issues it really prefers not to update too often. It is merely speculation from my side, yet when we consider that for the longest time, elected officials as customers were a positive impact on the PR of a bank, seeing the member of a Green party (usually the most innocent of political types) pushed away, I wonder what on earth is going on.

How these two relate?

That is not the actual question, but it is an important factor. The news (at https://www.febelfin.be/en/belgian-banks-are-doing-fine-first-sight-will-face-a-problem-profitability-near-future), gives rise to a KPMG report, which gives us “But the Belgian banks will have to take corrective measures to maintain this profitability while keeping solvability and liquidity at acceptable levels“, which in light of more frequent reporting might be an issue for these banks, as we see ‘higher costs due to increased regulation and tax burden‘, we need to realise that the banks are playing on ponds that are a lot more shallow than the people realise, even if the water looks clear and reflective as a mirror, it equally shows that beneath the surface there are optional hidden hurdles. I am not stating more options to get beached, more that the requirement to navigate a lot more to get into a forward placement; these two elements are not the same, but the return on investment is becoming a (much) larger effort. Now, as Belgium is economically in a better place than Greece is, it gives rise to the optional irresponsible dangers that Greece is willing to go to with the next selling of Bonds and with the dangers of added percentages on risk, the impediment of forward momentum is not an equal, but a more elevated risk for Greece (as they are all in one happy European Union), in the end the only thing it does is that it raises risk and debt for the mere depressing benefit of one mere interest payment to ignore, a mere 12 weeks of time. The KPMG report as mentioned earlier shows that so far the anticipated return on equity is falling to 6%, which is on par with the minimum requirements for 2017 at 8%, yet will fall another 2% over the next two years, meaning that the minimum required target will be off by 40% in 24 months, which is going to be a large impact on every bank who had set their targets accordingly. This leaves me to speculate that the banks will become a lot more creative by underplaying the dangers for now and as such, Greece will hit waters a lot rougher and more dangerous for the Greek people soon enough. Belgium is merely one example. Italy, the Netherlands and Germany will be facing similar issues. The last one (read: Deutsche Bank) with exists from Australian markets as it is transforming (read: or is that reinventing) itself. As players from the senior side are moving all over the world to other competitive players, we see that the Deutsche bank is moving in some direction. This is the explosive field we see and this is the market that Greece is trying to get into again in what I would call a far too dangerous time to play that desperate card. To me it seems irresponsible on several fronts, so the initial ‘the worst is over‘ could before the end of fiscal year 2017 become ‘we are hitting additional hard times, that could not have been foreseen and were outside of the scope of anything we could normally expect‘, when the Greek people see that statement come, I will happily remind you that this was not as unexpected and that I foresaw the dangers months before they played out, when that happens, the Greek population will need to ask themselves how they got played, how their quality of life was diminished by well over 50% and how it happened that none of the politicians involved ever got to face court and judges on any of that.

I do not pretend to know the markets or that I am some banker with the insight of ‘Nostradamus’. Merely a person applying common sense, 6 languages and the use of a spreadsheet, this is how I got there, with all of the degrees I do have, none of those are in economy. So when you see the ground fall away from you just wonder how the economists or the economic reporters did not see it coming as some of them move to other shores with their awesome savings, leaving the Greeks to fend for themselves, deprived of whatever they were supposed to have.

When death comes knocking, the type ‘A’ bankers, often viewed as impatient, ambitious and smitten with business aggressiveness, suddenly become the type ‘B’ individuals, all happily willing to step aside letting whomever are behind them take the plunge into purgatory first. This is how quaint the reality of life will end up being considered for all those who are watching it unfold from a distance (if they get to be lucky enough to watch it from a distance).

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Tagged as Aghio Nikolaos, Alexis Tsipras, Amaysim, Andrus Ansip, Blackrock, BNP Paribas, Brexit, Commissioner Viviane Reding, Crete, De Nederlandse Bank, DiaNeosis, ECB, Elounda, European Central Bank, Financial Times, Greece, Greek bonds, Green Party, Juncker Commission, Kathmiri, KPMG, Kyriakos Pierrakakis, Mario Draghi, Panaghiota Mourtidou, Patra, Politico, Saint Andrew, Spinalonga, Switzerland, TataDocomo, the Guardian, UK, Vaya, Vice President for Digital, Victoria Hislop, Vittorio Colao, Vodafone, Who pays the ferryman

July 29, 2017 · 14:49

French Grape juice and a shipyard

There are issues stirring in the land of grapes and cheese. In France things are becoming slightly restless. Now, I have had my doubts about Emmanuel Macron for several reasons, but not on this. The Express (at http://www.express.co.uk/news/world/834196/France-Emmanuel-Macron-en-march-crisis-polls-fall-French-president) gives us “Several members of French ruling party En Marche! have accused President Emmanuel Macron and party directors of going against the root values of the movement by trying to change the internal guidelines regulating the candidates’ selection process“, which gives my initial response ‘And?‘, you see, being in a new party, being in front and shouting the loudest does not automatically grant the rights to wield a multibillion wallet for defence or healthcare. In the end, the selected party needs to place the right people in the right places, those with knowledge and the ability to push a nation forward. This would have been the one nightmare for Nigel Farage if he had won the elections the last time around. No matter how we feel about UKIP, it is not really seeded with senior cabinet quality fuel. The same can be stated for En Marche! That view is well phrased in “French politics expert Ariane Bogane from Northumbria University told France 24 that the party had justified its decision to change key elements of the movement, such as internal election, by saying that it was in order to avoid “personal ambition,” “rivalry” and “in-fighting”“. So what is going on, is it merely the infighting, or the disillusion of those who did work hard and expected to become part of the French government? Those bragging on the post they are considered for and having to go home realising that the carefully phrased ‘we are considering‘, becomes, ‘we were forced to find the person with the ability much more suiting the expertise required‘? Politics is all about finding the pushing forward party, within the party it will almost never be about to compromise.

Yet the title gives another image. With ‘‘Oligarchy is coming!’ Macron faces nightmare political CLASHES as he PLUMMETS in polls‘ we are confronted with two part. As the express hid in the dictionary trying to tell us that a small group of people is in control in France is not new. Those who keep their eyes open are aware of that, for example, Natixis is surpassing a trillion euro value before the end of 2018, and its 15 members of the board have a large say for well over 20% of France, which is one hell of an impact. I am not referring that they have something to say, like for example Mark Carney as Governor of the British bank, no these 15 can lay down the law in unspoken ways. Actually, one of them had a (large) setback as the Wall Street Journal reported in 2014 with “Henri Proglio’s contract as chief executive of Electricité de France SA, sidelining a powerful businessman who has been close to the country’s center-right political camp“, yet there are several indications that this was merely a resignation on political grounds as some equally powerful players got to feel the heat of more than the mere risk of the Hinkley Point C nuclear project (yet, we will remain silent on those accusers, won’t we Credit Agricole SA?); in all this, the players have a point as the costs at one point was expected to surpass over 10% and on £18 billion it starts to add up fast. This is merely part one, in part two we need to look at the plummeting and so on. Yet overall, why becomes the question. I think it is more than that the current president is a mere former banker. In this the Independent (at http://www.independent.co.uk/news/world/europe/emmanuel-macron-popularity-rating-plummets-french-president-worst-in-20-years-july-ifop-budget-cuts-a7856986.html) gives us “Results come after the 39-year-old former banker unveiled key budget cuts in public spending and military finances – a move which has been heavily criticised“, which might be a valid reason for some to nag, yet what they forgot is that the previous administrations left France with a minus €2.1 trillion on the French governmental credit card and their economy is nowhere near the English one. In addition, France has a mere 64 million people, do that equation as debt per person bites in equality. The money is gone! The UK has been in this mode for well over half a decade and the French better wizen up fast, because the people now complaining had not as much as a hard time because harsh changes were required as early as 2010, nothing in that regard was seriously done. Another quote is “Mr Macron ended up overruling his own prime minister by vowing to go ahead with tax cuts in 2018, and plans to cut housing benefits were received unfavourably“, which everyone sneers at (the decision that is), yet perhaps you remember the French actor Gérard Depardieu who moved to Russia of all places because of outlandish taxation. When we consider some of the French numbers, we see the quote “less than 50% of inhabitants in France pay any income tax at all; only around 14% pay at the rate of 30%, and less than 1% pay at the rate of 45%” (source French Property). Under those conditions, we might expect that plenty have to complain about housing benefits, it might well be those not paying income tax at all. So when we see housing benefits, whilst the French are down well over 2 trillion, we have to consider how valid the polls are, perhaps better stated how fair they are one Emmanuel Macron. We all knew that the promises made by Emmanuel Macron would be hard to keep, yet not impossible. As a banker he knows that if the tax hike works and the hike become thousands of jobs, he has a start, the one thing about the French is that they are proud, yet those who are part of this Oligarchy tend to invest nationally as that is where their power and influence are.

For this we make a small sidestep to the dictionary. You see there are difference (which is also odd)

In the Cambridge dictionary we see “A type of government by powerful people in a small group is called oligarchy“, Merriam-Webster gives us “A small group exercises control especially for corrupt and selfish purposes in a type of government” and Oxford states “Oligarchy is a type of government controlled by a small group of people” so as we see the En Marche group cry in a Merriam-Webster style, whilst the reality is that the reality is merely the Oxford/Cambridge application of the issue. None of them invoke a social governing and even as the En Marche people are now moving towards Fascism accusations (none have been formally made at present), we need to realise that none of it matter if the French economy does not make a decent step forward. The social structures have drained the French nation too much. France has seen strike after strike; the French labour unions are a debilitating power, a fact even acknowledged by many French citizens. Now, I have never been against labour unions, yet they have to realise that their time as they perceive themselves to be is over, if the French have to default even once, their existence stops, the money flow stops and that will change the game forever in France. There are other parts and there is an issue whether a blame game applies. We have heard for some time on labour reforms, and even as we see the validity due to massive French debts, in this Bloomberg offers (at https://www.bloomberg.com/news/articles/2017-07-24/macron-s-uphill-battle-against-france-s-labor-law-quicktake-q-a) questions and answers that I now can avoid. We know that there are issues, yet it comes from a civil law system, with the French labour code set in over 3000 pages, as such reform now becomes essential. We see reports like “French unions say making it easier to fire people won’t create jobs, and that unemployment results from the tight budget policies forced by EU-imposed austerity“, this is not an invalid response (read: consideration), yet in equal measure we see that there is little space for short term jobs and as such, backpackers all over Europe get to take some of the economic cream from the top of the revenue, something that might be valid work for the French, yet some of them are not going near any short term jobs in hear of long term consequences. The Bloomberg quote “His three immediate predecessors all viewed France’s labour laws as too restrictive. In 2003 and 2005, Jacques Chirac managed to loosen the 35-hour cap on the working week, making it easier and cheaper for companies to add extra hours. In 2008, Nicolas Sarkozy cut taxes on overtime work and made it simpler for individual workers to negotiate their own departures. And Francois Hollande’s reforms of 2013 and 2016 made it easier to justify layoffs due to a downturn in business” is the clearest one, you see three administrations have seen the folly of the labour restrictions. Whether the unions are in fear of the power they wield, and the fear of how they become obsolete, that is how I see it, four administrations realise that companies with 49 have growth limits, pushing themselves into foreign ground through partnerships when it becomes an option, slicing the French economy at least twice in a negative way.

The second issue is less on the things he does and more about how it is done. The New Statesman is referring to ‘the Macron Con‘, the Evening standard is all about ‘shedding the banker image‘ and some have even less nice things to say, yet some is of his own volition, with ‘My thoughts are ‘too complex’ for journalists, says Emmanuel Macron‘ the Telegraph paraphrases “An Elysée official told Le Monde newspaper that the 39-year-old centrist leader’s “complex thought process lends itself badly to the game of question-and-answer with journalists” that is held every year on the July 14 national holiday“, it is not a good way to make friends in that area of people who still at times laughingly refer to themselves as ‘journalists‘. It now becomes the question how they will see and report on the STX France nationalisation. In this there is validity to at least some degree. There is no guarantee that the Italians will keep it as is, there is no guarantee that there will not be a ‘transfer’ of grounds towards very different applicable destinations. When we consider USA Today as a source with: “STX France is the only shipyard in France big enough to build big warships. It’s also a significant employer in France“, if so, can anyone explain to me how handing it to the Italians was a clever move to begin with? If the EU will builds its force on EU ground, than France would fare a lot better keeping the one place where they could be build French property, that is merely good business. In addition, as it is still doing jobs, which are unlikely to be completed before the end of 2018, how is changing hands of the shipyard a good idea?

There is no doubt that the STX war is not over and I am not even going to speculate how this will turn out at present, you see being pre-emptive is one thing, the danger is that some shareholders will offer what they have in different ways to get the most out of their shares and greed can make a shareholder creative in getting the coin they expected. Yet, Trikkles (at http://trikkles.com/2017/07/28/french-government-to-nationalize-stx-france-economy.html), gives us “President Macron jettisoned his pro-business agenda and threatened to nationalise France’s leading shipyard to prevent its takeover by Fincantieri“, is that true? Keeping STX French might be very pro-business indeed. If it becomes Fincantieri property, there would be consequences. The Higher echelons could end up being replaced by Italians, so that is a chunk of funds not remaining in France, in addition, with procurement scandals first in Taipei in 2000 and now in India 2016, there are other considerations to make, so there are issues beyond the ship that is to be build. The interesting part is that in the entire emission control solution, I would have thought that they would focus on bringing jobs to the US, not ending up with a French place and getting loads of Americans and Italians to Normandy, let’s face it, it is no longer 1944.

In all this Emmanuel Macron seems to be getting a rough time. As the newspapers focussed on the largest drop, it seems that they are all in denial that both the UK and France are merely two players who have an astronomical deficit to deal with. In all this the Financial Times gives us another view (at https://www.ft.com/content/c826f982-7383-11e7-93ff-99f383b09ff9), as they state “Macron’s pro-EU stand is tested by Italy on the waterfront“, some will call it ‘betrayal’, yet who voice that and for what reasons? Here we also see the quote from Pier Carlo Padoan as he accused Mr Macron of abandoning his professed “pro-Europeanism and liberal values” by his decision to take STX France. So is it non-liberal or an essential step not to endanger the Normandy economy in the longer run? As we realise that STX is one of the few places in Europe where building an aircraft carrier is possible, as well as the fact that the largest cruise ship in history is getting build here, why leave it to the Italians? In this, the quote “Fincantieri had pledged to keep jobs and orders in France for five years” reads like a hollow joke, it merely not mentions that after 2022 syphoning the French economy towards Italy would be a given and with the French economy being a mere 1%, that syphoning could potentially kill the French options. So when I see the additional hollow quote “and Italian ministers rightly point out that Mr Macron’s demand to renegotiate suggests a lack of trust“, would that be a lack of trust, or a lack of Italian consideration when the clock strikes August 1^st 2022?

In this there is one part that the complaining French seem to fail to grasp, if STX is only the first of a few reallocations to foreign owners, how deep in unemployment could France get? I have in the past never professed to be any kind of consideration to bankers like Emmanuel Macron, yet in equality I have been for the most always been on the side of giving all a fair chance, it seems that the French are not giving that to Emmanuel Macron, which as French citizens is their right (freedom of speech and so on). I merely hope that these people are looking further forward than the issues due next week, because in the long run France will need to adjust to a larger degree, the question becomes how and that is the issue that the previous 3 administrations have fought over for the longest time of their administration.

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Tagged as Ariane Bogane, bloomberg, Cambridge dictionary, Civil Law, Credit Agricole SA, Electricité de France SA, Emmanuel Macron, en marche, Financial Times, Fincantieri, François Hollande, France, France 24, Gerard Depardieu, Governor of the British Bank, Henri Proglio, Hinkley Point C nuclear project, Jacques Chirac, Le Monde, Mark Carney, Merriam-Webster, Nationalisation, Natixis, Nicolas Sarkozy, Nigel Farage, Northumbria University, Pier Carlo Padoan, President Emmanuel Macron, Ship yard, STX, STX France, the Evening standard, the Express, The Independent, The New Statesman, Trikkles, Wall Street Journal

July 28, 2017 · 14:38

Rulers of London

The times are changing, that has always been known, yet the events made me remember some political satire Newspaper comic. In it you see two Arabs, one stated “Did you get anything nice today”, and the other Arab stated smiling “I bought Bond Street, Regent Street and Piccadilly“. The image was clear, the Arabs had loads of cash and they were spending. That image remained for the longest of times and as oil went to $147 per barrel in 2008, the cash was good, because the US needed millions of barrels per day. Yet now the sands have shifted, the stage is set to what I personally call a very nice building has been sold to the Chinese. The controversial Walkie Talkie Tower has been acquired for £1.3 billion. It was purchased by the Lee Kum Kee condiment company, makers of Oyster sauce. (at https://www.theguardian.com/business/2017/jul/27/walkie-talkie-tower-stark-reminder-of-forces-that-rule-the-city) we can read all about it and about the infamous architect who brought Star Wars to London as the building had the ability to send a sun based death ray to the streets, and as quoted “succeeded in melting the bumper of a Jaguar, blistering painted shop fronts and singeing carpets“. Yes, the building became a little too futuristic. In opposition to Feargus O’Sullivan, I do not consider it to be the ‘the ugliest British structure‘, it is actually ‘very Apple‘. I would love to see the new Apple G6 Tower to look like that (preferably as a RISC system of course). Yet in his article (on https://www.citylab.com/design/2015/09/londons-worst-building/403684/), I see that there is no reason not to admire the Victorian buildings in the foreground. Weirdly enough, the photo he added to the article (by Frank Augstein), shows that there is place for the old and the new. It shows clearly that as residential shortages grow that there will be a transfer to different styles of buildings. I would never want to see the Victorian buildings leave the face of London, in opposite directions, we can look at the Battersea Power Station and see how this evolves, yet there is a side not reckoned with, for several reasons there needs to be the evolution and growth of social housing. I like the blend as an offering for developers, yet as the Malaysian consortium pulled a fast one to maximise profits and diminish the amount of social apartments, changes will need to be made.

We can wonder whether the current approach is the best one, or should we examine the options? There is another option that works for developers and the London city council. A company called Nearmap (at https://go.nearmap.com/desktop-assessment-empowers-appraisers), has a ‘Desktop Property Assessment that Empowers Appraisers‘, yet as I looked at the paper and some of the presentations, I figured out that it had other abilities too. In metropolitan areas, when you change the scope and add a dimension, you can do something entirely unexpected. The idea came with the quote by Mal Harrison, project manager at Zinfra. The quote was “Nearmap’s accurate photo imagery is extremely helpful when risk workshopping remote from site as well as reducing site visits required to plan the works“, this is a well stated compliment to the makers of Nearmap. I figured they missed something else, another larger player as a potential client. Not to their disadvantage mind you, but they missed a range of tycoons that could have been looking at as well (for the price of a 7 figure number per seat). You see, consider the current planning settings in London, now consider the Nearmap solution, not just with the London area mapped, with in addition, the roads, infrastructure and ‘plumbing’. Now consider that a developer would want to set up a new high-rise, the options are Poplar, Beckton and Rotherhithe. Now consider the elements, Nearmap could have the ability to ascertain risks that usually are done in person, with proper parameters set the data might reveal options not considered before. You see, most people will shy away from Beckton because it is by the airport, yet new buildings have the options of superior sound cancellations. In addition, when considering that housing prices fluctuate between £2200 and £11500 per meter, the risk factor becomes a more intense issue. Yes, we know that everyone wants to be a developer in Chelsea or Kensington, yet when the option is offered (as an example) as the building in either Beckton of Rotherhithe would get a profit close to £2100 per square meter, yet Poplar offers £2700 per square meter profit, yet when looking at the elements, the risk factor for Poplar might be up by 17%, in the long term, how will development costs and delays impact the choice? When the profit margins change, so does the risk to some extent, an expert can make all the calculations, yet with additional solutions, the risk could be anticipated in advance by a much better degree. That premise holds equal ground for councils, when they can see the evolution of risk, they can in equal measure take steps to lower the risk and become more appealing for the developers to approach them.

Good business is where you find it.

That becomes more and more of a slogan for London. It is no longer just, because it is London, it will become increasingly where the margins are. Even as we see that the Battersea location had hit snags and there was suddenly the twisting arms of local councils to concede in retrenching of 25% of the social housing offer, or else… Councils will soon no longer have that option to merely give in, there will be long term repercussions and they will count sooner rather than later. The rich don’t care and the councils can ill afford the consequences they would be confronted with. There is the chance that certain places like Los Angeles, Tokyo and Kolkata would get the effect of ghost towns and London is not that far away from that. It is so nice that a place like Kolkota has luxurious places like Rajahat new town, South Kolkota and Alipore, yet when the sun goes down, we will see that the infrastructure not merely flows away, it is reduced to zero. That seems peaceful, yet it is in actuality very dangerous. As the travel times increases, these people will more and more eagerly take any job that is closer to home and takes away elements in the cost of living (fuel and travel time). As the infrastructure remains absent, the value of these places will drop like a stone. In addition there would be an increasing chance of crime rise as the area remains empty at night. As people are pushed more and more away as we see in London, there is an increasing risk that not only the businesses go away, as these places are more and more settled with high end owners who are there less than 30% of the time, those remaining will find it harder to get the things they really like to have at a moment’s notice.

How real is that risk?

Well, at present it is really an unrealistic stretch to call London an upcoming Ghost town (read: Ghost Council), yet some areas are already too empty like Kensington, where an astounding amount of places are unused. They will not turn London into a ghost town, yet as the drop continues, having a house there seems fine, yet when you become dependent on businesses from Hammersmith and Shepherd’s Bush, taking a walk to get a few things becomes a much less rewarding event (at £10880 per square meter). Plenty of people do not feel that way, which is fair enough, but the changes will also change the vibe of a city, which has dangerous consequences in the long term, that is an issue for ANY city. That is also a real main reason to not decrease but to increase the social housing percentage in places like that. Those are the people who bring in the need for Pizza, for groceries on the corner, which brings in the restaurant getting the good stuff from shops like that. Growing the micro economies of life goods is what brings life and traffic to places like that, soon thereafter not the outrageous mega night clubs, the a few smaller bars, the places London was always famous for will re-erect themselves and soon a large complex becomes the magnet for a growing infrastructure. As long term empty houses (read: unsold places) have risen by 25% and in Newham (by London City Airport) has fallen 55%, we see another diminished risk of choosing Beckton. All this would be possible to set when we see this implemented as factors in mapping solutions like Nearmap.

It is a given that houses in transit with short terms become increasingly important to developers, and as such they will need to ascertain risk in different ways. there is a consideration that the Battersea Power House will be the last of the truly large development projects in London for some time to come, so the need to diversify and select something unexpected. Some state that Aldwych Station could become the premise for underground cycling, which also implies that as an underground place for student studios, it could be a place to revitalise the area. The idea of a path clear to Holborn, with apartments, studios and 1 bedroom places on 1.5 floors, could give rise to a lot more than merely revitalise the area. The fact that it is next to King’s College and halls of Justice as well as Inns of Court is almost weird that no one had moved into that area sooner.

Yet we digress, it started with the good businesses in London and the impact that foreign investors have on the place. As we see the increasing number of Asians who struck it rich move into London we also see a changing dynamic of London itself. A first connection here takes us back to 1999 (at http://discovery.ucl.ac.uk/1369585/1/LDPREPSUM%2026.11.99.pdf), when Sir Peter Hall and Michael Edwards of Bartlett School, University College London gave us the works with a slightly altered view of London’s spatial economy. In this the introduction gives us “The issues have been discussed in a practical way to help explore how far the proposals could be taken forward by the new London Government as real contributions to improving the working of the London economy, helping to provide more and better jobs, and to making transport more efficient“, which had traction and a level of importance in those years as the wild growth of London as Financial services brought billions to London, an issue partially ignored after the meltdowns of 2004 and 2008, both affecting the UK (read: London) economy, the plans have not (as far as I am aware) been picked up to the degree it should have. In addition, as the development game changed with foreign investors as we see it, the plan is not completely up to scrap to the degree the councils would need them to be. An element discussed in the ‘old’ paper is “PPG6 policies should restrict further Out of Town Centre growth in and around London. Within the framework of these policies there is scope – and an urgent need – to innovate ways which will give centres and local shops a new lease of life and reduce Londoners’ needs to travel“, yet (at https://www.london.gov.uk/sites/default/files/the_london_plan_2016_jan_2017_fix.pdf), which seems counterproductive to the need of London city, they are no longer actually valid, and more of a guideline, yet (at https://www.sepa.org.uk/media/60125/ppg-6-working-at-construction-and-demolition-sites.pdf), you will wonder on how it relates. We see with not merely the changing dynamics, but with the need to know the risks which starts at step 1 of their ‘presentation‘, with “Identify surface waters and groundwater on, under or adjacent to your site. This also includes any small (dry) ditches capable of transporting water” and “Find out if the groundwater is in a protected zone as you may need to take extra steps to prevent pollution“. Now, the consultants would know things like that, yet when were they last mapped? And this is merely one city, a solution like Nearmap has the ability to list the level of risks on several levels. the document from Sir Peter Hall (and others) gives us “The main questions here concern the spatial fields Market, where Life have dropped a major proposal after transferring from open outcry to electronic trading, and the very large Bishops gate Goods Yard site which is currently the subject of an architectural competition organised by the Architecture Foundation. The latter in particular suffers from poor accessibility, located half a mile north of Liverpool Street station although close to the present Shoreditch terminus of the East London Line“, yet it is merely one of close to 30 elements that could have been mapped and weighted as a risk in one mapping solution. In all this, the time that developers need to ascertain their possible margins of profit could be negated in one clear updated solution that moves the discussion from ‘possible margin‘ elements to ‘optional margin‘ available. That is quite the change of venue and with the capitalist Chinese population growing, attracting them To London to see if the social housing could be resolved to a better degree requires developers and councils to have a much better grasp of the risks. The nice part is that the Chinese have always been in favour of good business, as that also reflects the better margins of personal (read: family) gain. Even now as we see people write excellent materials on a Dynamic London, based on open data, we see in addition that most are not looking at the margins of risk and the additional risk of margins as they are impacted by this so called dynamic London, in this is see that there are additional paths of data requirement, not merely in mapping, but in the need for a predictive risk path, because it is not merely what is known today that matters, it is the need for considering the risk over the next 10 years that gives rise to the profitability of other new projects, or even more optionally rewarding are the options for the discarded and abandoned places that are in locations where new options will not come, on what the options are for those places.

Now we might be happy that there are foreign investors in the UK, yet the part we seem to ignore is that the Saudi investments alone was set to be worth £60 billion in 2016. That is just the Saudi side and that is not including the Qatari’s with massive contributions in Mayfair and other places. Now we see a growing Asian population investing and in all this the London Councils might have to consider that when £100 billion is invested, these people expect to get well above £150 out of that, that is how investments work so as such to keep the money flowing the councils would needed to consider some time ago where growth is optional and how to offer it, not merely in spoken work, but in the facilitation of solutions. Because no matter how sexy London seems to them (for now), the moment that Paris offers a much better deal, these people will take their billions 283 miles in a SSE (read: South South East) direction.

In this, no matter who the non elected ‘rulers’ of London are, if the profit moves, so do they and they will do it in a heartbeat!

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Tagged as Aldwych Station, Alipor, Alipore, Asian investors, Bartlett School, Beckton, Bond Street, Chelsea, Feargus O'Sullivan, Frank Augstein, investors, Kensington, King's College, Kolkota, Lee Kum Kee condiment company, London, London council, Mal Harrison, Michael Edwards, Nearmap, Newham, Piccadilly, Poplar, PPG6 policies, Rajahat, Real estate, Regent Street, Rotherhithe, Saudi investors, Sir Peter Hall, South Kolkota, the Architecture Foundation, UK, University College London, Walkie Talkie building, Zinfra

July 26, 2017 · 13:58

Balloons a Pollo from Brussels

The guardian is giving us another issue a mere few hours ago. The article ‘Brussels attacks Liam Fox’s ‘ignorant’ remarks on chlorinated chicken‘ (at https://www.theguardian.com/politics/2017/jul/25/brussels-attacks-liam-foxs-ignorant-remarks-chlorinated-chicken-eu-trade-deal-us) is showing us that the UK Trade secretary has been stepping on toes, and off course, we get Brussels to scream fowl. In this the quote “lowering UK food standards to allow the import of chlorinated chicken from the US is an insignificant detail” we might argue that lowering food standards is never ever a good thing, yet in all as the EU is talking about optional UK food standards whilst even now dozens of people are getting arrested in regards to the production and sale of equine beef burgers. Now, they still have a case regarding the quality of food. I reckon that Liam Fox is making a few mistakes. Not merely regarding the Chickens. You see, getting chlorine chickens into the UK, creating an additional danger to the NHS and increasing obesity and Type 2 diabetes is not merely a mistake, it is more of a gastronomic blunder of poised proportions. So as we see a composed (or is that a decomposing) Liam Fox, trying to impress whomever he reports to with securing a quick trade deal, we see that the medication is a lot worse than the disease. When we take an academic gander to the cellulitis side of the equation, we see (at https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5393257/), that the issue is not merely the swelling of egos, the issue as given in 2014 gives us “Recently, evidence has linked environmental chemicals with obesity, insulin resistance, and T2D. In January 2011, the US National Toxicology Program and the National Institute of Environmental Health Sciences held a workshop that evaluated the science assessing exposure to certain chemicals with the development of these disorders. A main conclusion was that persistent organic pollutants (POPs) have generated particularly strong evidence as a risk factor for T2D in humans.”

This now matters as POP’s, or stated Persistent organic pollutants are an actual hidden danger. We get part of this from the youthful youngling from Oxford named Paula Baillie-Hamilton. In 2002 she came up with the hypothesis linking exposure to chemicals with obesity, and this premise is now gaining credence, as stated in the article. So, 15 years ago she got some level of evidence (or a hunch) that seen in the paper ‘Chemical toxins: a hypothesis to explain the global obesity epidemic‘ was to some degree ignored in early studies. The paper goes is a lot deeper (see the links earlier), in all the upsetting phrases ‘appetite controls‘, ‘alter developmental programming of the endocrine controls of metabolism‘ as well as ‘differentiation of adipocytes, resulting in obesity in the future‘. These are not mere quick words, these are upsetting phrases. Now, a little sidestep for the non-academics (and to clear the palate); in the TV-Series ‘Supernatural‘ which is hilarious and of course none of it is true, we see in the season 7, in the episode named “How to Win Friends and Influence Monsters” the premise ‘the Leviathan were working on a food additive designed to render humans complacent and mindless‘, now we can laugh about that, but here we see academic proof that even though we are not becoming mindless, that the so called appetite control, metabolism control and predestination towards obesity and type 2 diabetes dangers that could be a given are the consequences of POP’s (Persistent Organic Pollutants) which are very real risks, and even worse it’s the fact that there is an indication that politicians expect us to remain complacent about it. In part IV.b of that paper we see the question ‘Are obesogens unequivocally harmful?‘, mind you, the text here reads a little strange (mainly because it is an academic work), so when we see “if there is continuous excess energy intake, it will lead to consequent increase of fatty acid spillover into plasma and provide substrate availability for triglyceride synthesis in other tissues such as liver, skeletal muscle, myocardium, or even pancreas, increasing ectopic fat deposition, insulin resistance, and T2D” (T2D = Type 2 Diabetes), which reads to me like, if you continue eating, we get more fatty tissue and insulin resistance which gets us the Diabetes we never wanted in the first place. The claims here are not set in stone and there is a clear directive towards future research. In the conclusion we see “a growing body of evidence links T2D to background exposure to environmental chemicals, in particular chlorinated POPs“, so in this day and age of the NHS, Liam Fox decided to give the playing field to cheap chlorinated chickens. It is however not the only danger, as I exposed the world to certain events a few years ago. The US got into health hazards as the FDA decided to play stupid and hormonal treatments had not been properly vetted for long term dangers, in the end some were removed, yet others are increasingly not or badly examined. Now, we know that Hormones are banned in poultry, yet antibiotics are not. There have been health warnings on this all over the place, also in the US for the longest of times. I am speculating that the two together are potentially working together like a long term cocktail (Chlorinated POP’s & Antibiotics). So not only do US chickens promote the dangers of the population getting exposed to more and more antibiotics resistant bugs, the Chlorinated POP’s might leave us with even less resistance to fight these superbugs.

So, there is one side of the issue. Even as we agree that these chickens are a health hazard, the people are confronted more and more with the fact that they cannot afford to feed themselves at times and a 20% cheaper chicken will suddenly taste a lot better when you have to choose between the option of eating 6 out of 7 days, or have chicken twice a week and eat 7 days a week. You tell me what you would do. In addition, the quote “Fox accused the media of being obsessed with concerns about chlorine-washed chicken being sold in Britain, adding that “Americans have been eating it perfectly safely for years”“, we see that Liam might not just be ignorant, he might actually be stupid (which is still a valid condition to be in politics, US presidents have had that condition for decades). When we consider that well over 1 in 3 in the US is obese, in addition close to 10% of that population has type 2 diabetes, with roughly 1.4 million new cases of diabetes are diagnosed in United States every year, we see that the danger now becomes that one in five (20%) could have this condition before 2035, we are skating dangerously close to a flawed lifecycle that we are allowing to hit the next 3 generations. It is one way to cull the population, yet in equal measure the cost of living will take a downturn on a global scale if the health premise is right. Another part we see and should give serious consideration to is seen when we take the source (http://stateofobesity.org/diabetes/), when I slice the data to the hit states on recession in the US, than my statement on ‘chicken twice a week‘ gets a lot more foothold. the rising in places like West Virginia and Missouri give rise to my view, yet in opposition, when we consider the life in Utah as they relish their quality prime beef and the fact that they are 50^th on the US-state diabetes scale, we see that not only are cheap chickens an optional reason for diabetes; its dietary absence in a state like Utah is a speculated reason that not consuming chickens is also decreasing the diabetes wave by a lot. It is a mere 14.5% (WV) versus 7% (UT), which is a 100% difference!

So my question to Liam Fox at this moment becomes ‘Have you heard of long term consequences and did you properly investigate these?‘ My question is a valid given as the data out in the open from health institutions, from academic sources and the data openly available give a very grey view on the impact of healthcare. The fact that some of the proven research is well over 10 years old give even more questions towards the actions taken on Chlorine bathed chickens. Is it not equally interesting that one product made the difference in the ‘race to the bottom‘ as environment secretary Michael Gove gives us?

In finality on the academic side, the paper ‘Chlorinated Persistent Organic Pollutants, Obesity, and Type 2 Diabetes‘ came from Duk-Hee Lee, Miquel Porta, David R. Jacobs, Jr., and Laura N. Vandenberg. This is the paper where we see the reference to the paper by Paula (in section IV.A), with on the right side of that paper, dozens of other articles linked or contain references to all this. Some of them with titles a lot scarier than the one we used and the ones I looked at were all on an academic level, so this is not some speculative tabloid event.

Even as we look at the balloons in Brussels and as the evidence has been out in several ways, the Guardian article also calls for the immediate dismissal of Gianni Pitella. Unless he can bring evidential proof in the quote: “Gianni Pittella, leader of the socialist group in the European parliament, said: “I’m sure British citizens will be enthusiastic to go from the EU high standard control over chicken and food to the chlorinated, full of hormones, US chicken“, in light of the fact that the US had banned the use of hormones in poultry for the longest of times. So as he quickly made that statement, and seemingly replaced ‘antibiotics‘ with ‘hormones‘, who is he playing for?

He might look like a balloon (read: larger than life and extremely colourful), yet he is not alone, we see in equal measure the dangers within the UK, in this the BBC (at http://www.bbc.com/news/uk-politics-40703369) give us “Lord Krebs, the former chair of the Food Standards Agency, told the BBC that no-one was saying that US beef or chicken was unsafe but that the UK could not “have it both ways” when it came to a future trade deal“, which is another issue, because with ‘no-one was saying that US chicken was unsafe‘ we get new questions, as that is exactly what the academic evidence is implying, in addition there are other statistics to give the growing dangers in the US. We can easily agree that this is not merely because of Chicken, yet they are clearly an unhealthy factor here. In this, Lord Krebs (apparently a Baron in nature) is linked to the Nuffield Council on Bioethics, which is clearly linked to ethics in biopharmaceutical engineering (read: antibiotics as one small part of this field), we all know that there is nothing unethical about antibiotics, so whose team is he on? Now, he is not misstating any question, he is also right that the UK cannot have it both ways, in that many agree. Yet the dangers of these chlorine cleaned chickens go a lot further than those speaking are telling you and that is equally a danger to all those who get confronted by grilled chlorine chicken on their plate. The biggest danger is that the threat is not immediate, yet for the reading parents, the dangers that there is a clear showing that POP’s are linked to an increasingly growing population over 20 years of age, now with Type 2 diabetes, is that the future you wanted for your children?

I am the first to admit that this is a complex situation, it is ‘sharded’ with sharp issues on every side of multiple issues and there is a lot more required to give it a true (read: closer to the needed) proper verdict, which in light of the quote “Fox has dismissed the row as a minor detail of trade negotiations that have not yet even formally begun” is a misstatement. It is not a minor detail, the repercussions will hit the UK population in several ways and both Liam Fox as well as the speakers on this issue in the European Union seems to be in it for other reasons. The mere ‘emotional voiced claims‘ should be seen as evidence as it. In all, I am not presenting ‘other’ facts, I am merely presenting details that have been known for well over a decade, the fact that none of them make mention of these factors are all kinds of wrong, it is not what any person signed up for. In all this, I am merely a conservative stating to the conservative Secretary of State for International Trade that he has made a significant blunder. Time will tell if he comes forward and corrects himself, because that is the reality that any person in the UK is entitled to.

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Tagged as BBC, David R. Jacobs, David R. Jacobs Jr., Duk-Hee Lee, Food Standards Agency, Gianni Pittella, Laura N. Vandenberg, Liam Fox, Lord Krebs, Michael Gove, Miquel Porta, Missouri, Nuffield Council on Bioethics, obesogens, Oxford, Paula Baillie-Hamilton, Secretary of State for International Trade, Supernatural, the Guardian, Type 2 diabetes, US National Toxicology Program, Utah, West Virginia

July 25, 2017 · 14:11

A shaky Farce Majeure

I got confronted with two news items today, the weirdest part is that the source is the Daily Mail (at http://www.dailymail.co.uk/news/article-4717082/Chaos-British-holidaymakers-killer-earthquake.html), which is upsetting to some degree. The news started with the earthquake on Kos last week, a shaking that extended all the way to Crete. Now, as the building laws are on Crete, the news of the earthquake was not one that shook me, the people there know it, yet the strength was stronger than usually dealt with. OK, so far no biggie as news goes. Yet, the initially not highly regarded headline became ‘Thomson REFUSES to refund terrified holidaymaker and his family as they try to cancel their trip to Kos amid earthquake chaos‘, which woke me up. This is not the first time that travel agencies are frowned upon, so I decided to take another look. Justin Curtis who wrote this is pounding on a few items that are actually bigger news than most realise.

Now apart from the news you are about to see, there is a few matters that we need to consider, and I will get to them shortly. First we see “Brits due to go to region say they are being told they cannot have a refund“, I’ll tell you another one, they are still offering these trips online, so I could fly out Saturday at £3275 for a fortnight, by the way a comparable trip with a 5 star hotel booked in the Netherlands is €1048 (£937), which is a totally absurd difference (it included the flight, so ordering the trip in the Netherlands, or book it online and take an additional Euro trip train could save you £2300 (minus the two train tickets), so in light of the prices Thomson is pretty ridiculous. In addition, Thomson proclaims to be an ABTA member (shown on their website), With ABTA we see “Clients’ Options on Cancellation 3B) If they are Principals who cancel previously confirmed Travel Arrangements, inform Agents and direct Clients without delay and offer Clients the choice of: i) alternative Travel Arrangements if available; or ii) a full refund of all monies paid. Such refunds shall be sent to Agents and direct Clients without delay. ”

Now, this is only one part, in addition we see:

“3D) Not make a significant alteration to Travel Arrangements less than 14 days before the departure date of the Travel Arrangements unless it is necessary to do so as a result of Force Majeure.”

I think that we can agree that an Earthquake is as Force Majeure as it gets.

There are rules of compensation for part, in case it was not a Force Majeure. So in light of what I see, Thomson might be in a lot more trouble than they think they are.

It was merely a first part, the fact that Thomson kept the lines open for flights this coming Saturday indicates just how insensitive they are to their clients. If the Daily Mail is to be believed, we should also consider their website. When we see: “We’re part of TUI Group – one of the world’s leading travel companies. And all of our holidays are designed to help you Discover Your Smile.” You have to wonder how they will address the issues as given with “Some laid down on the grass after they were denied entry to the airport, with staff limiting the number of people allowed inside due to its small size“, which for safety reasons makes perfect sense, in addition we see “I said I wanted my money back but they told me no and that it was safe. But Kos is not going to be rebuilt in a week and I asked if they could guarantee me the buildings there and my hotel were structurally sound and they couldn’t“, from a torts point of view, Thomson now might have an expensive legal issue evolving at their front door, one that they cannot defer under ABTA, This case could get us to Donoghue v Stevenson. Ms Donoghue claimed compensation for illness, after she consumed a ginger beer containing a decomposed snail, in a public house in Paisley, Scotland. This is the first case of Torts, as Thomson is now quoted to have stated that Kos is Safe, if any mishap comes from the trip, the family could sue as there is news and evidence on the dangers. Kathmiri, the Greek news source gives that dozens of buildings are at present unsafe with dozens more not yet investigated, so Thomson was THIS negligent? The question becomes why Thomson has become this negligent whilst the ABTA code of conduct is pretty clear in section 3 on those who have booked, yet not yet travelled. They could have faced praise and clientele as they bended over backwards by offering and working towards alternative solutions for scores of travellers, now they could get into a lot of hot water. The diverted Ferry service is only a small issue, the reason why it was diverted is the real danger as some quays are actually ripped from the road, making for unsafe conditions. This issue goes beyond the Tsunami that came, yet in all this the complications from electricity, sewage and heat will go up and could potentially create additional hazards for some time, we cannot state how long or how realistic these dangers would be, but they will be there. If essential parts are fixed within a month it would be a small miracle, a given that no one should bank on. For Kos, this could not have happened at a worst time, the summer is the height of their annual tourism income flow. July-September is essential to the people on Kos and Crete; as such Kos might get a big blow in a time when the Greek economy could afford it the least. So back to Torts, we have basically shown a Duty of Care and now we get to Breach of Duty, so as we get to the ‘reasonable man‘ test, would a reasonable man send another person into an earthquake stricken place for a family holiday (or any holiday?), if we consider a reasonable safe environment (especially) for children, Thomson could be seen as the reckless endangering element to the health of these children on that vacation. As such, they might state, the people could have decided not to go. In this a step towards criminal law is that the vacation is a product (or service), so as we see product liability we get “Anyone who is harmed by an unsafe product could sue. They can begin their court case up to three years from the date of the injury. In some cases, they can even sue up to ten years after the product was sold“, it is a thin line, yet with these bulk vacations, the minimum amount of people for a class action should be easily reached, especially when there are torts exploiters (they do exist). Consider that the vacation is a product that is offered, in such we could go towards the ‘Guide to the Consumer Protection Act 1987‘, where we see “In the past those injured had to prove a manufacturer negligent before they could successfully sue for damages. The Consumer Protection Act 1987 removes the need to prove negligence. A customer can already sue a supplier, without proof of negligence, under the sale of goods law. The Act provides the same rights to anyone injured by a defective product, whether or not the product was sold to them“, in addition, there is “Liability under the Act extends to components and raw materials. If a finished product contains a defect in a particular component, both the manufacturer of the finished product and the component manufacturer may be liable“, which is interesting, so any item on the package sold to the tourist might be up for instigating the damage compensation track, so not merely the hotel, any excursion sold to the tourist could start liability at this stage. So how defective is this product?

Well the act gives us “A defective product is defined as one where the safety of the product is not such as persons generally are entitled to expect” and according to the Daily Mail, the people at Thomson proclaimed that Kos was safe, so in light of damaged quays, collapsed buildings with rubble all over the street, when the light goes a little low, spraining an ankle would be the easiest part in the entire equation and the elements to sue have been met, after which the liability track could commence. All because Thomson stated according to the Daily Mail source: “Gary Taylor, left, is due to fly to Kos with wife Katy and daughter Summer, pictured, next week but said he wanted to cancel due to safety fears, only to be told by Thomson he ‘could not have the £2,800 cost refunded due to terms and conditions’ of the deal“, yet this is opposed by ABTA code of conduct section 3b and 3d. And ABTA went one step further by giving within the definition of a Force Majeure as “circumstances where performance and/or prompt performance of the contract is prevented by reasons of unusual and unforeseeable circumstances beyond the control of the Principal, the consequences of which could not have been avoided even if all due care had been exercised“. Such circumstances include a natural disaster, so when were earthquakes and Tsunamis not natural disasters? If the Daily Mail is correct, this Force Majeure is making Thomson look like a Farce Majeure, the one place where booking a holiday might not be the best idea, not just for the prices stated.

Yet in the sidelines we also read “Thomson is offering alternative holidays for those due to travel to Kos or Bodrum should they no longer wish to“, which is one offer that ABTA clearly allows for, yet when we see at the Code of Conduct at 3B.ii “a full refund of all monies paid. Such refunds shall be sent to Agents and direct Clients without delay“, the issue of asking a few more questions to the top of Thomson seems a warranted issue to pursue.

The final part that rocked me is that there is at present no ombudsman for travels, something I actually never considered not existing, when we see that a trip per person could be in advance of £2500 and there are 8,000 UK travellers stranded on Kos, is it not weird that one event, representing £20m is not properly protected? Not merely for the traveller, to some extent to protect the travel agency as well? Is such a voluntary code legally enforceable? Well, that is actually the issue, I am not certain in the UK law settings, in Australia, the case in the Victorian Supreme Court named National Australia Bank Ltd v Rose [2016] VSCA 169 gives us “The Voluntary Banking Code in question stated that NAB had to give Mr Rose “prominent notice of various matters” before taking a guarantee from him. Chief Justice Marilyn Warren and Justice Stephen McLeish of the Victorian Court of Appeal dismissed NAB’s appeal of the original case: “We would respectfully agree with the trial judge’s conclusion that those clauses of the Banking Code had contractual force as terms of the guarantee at issue.”“, I reckon that the UK might find against Thomson travel agency if it gets sued, there is a decent chance that the judges will see the voluntary code of conduct, which seems to be used at times as a marketing presentation on the travellers rights as a mandatory setting regarding the terms of guarantee, or as a Terms of Service, in equal measure, in light of what I have found so far Thomson made a few blunders, several on the same day as their terms of service are seen. I also reckon that Thomson might be the only one visible now, but this issue could hit any agency that has some mention of ABTA in their sales prospectus or website and not offer a decent alternative or a full refund.

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Tagged as ABTA, Chief Justice Marilyn Warren, Code of Conduct, Crete, Daily Mail, Donoghue v Stevenson, Earthquake, Force Majeure, Greece, Justice Stephen McLeish, Kathmiri, Kos, Liability, NAB, National Australia Bank Ltd v Rose [2016] VSCA 169, negligence, The Consumer Protection Act 1987, Thomson, Thomson Travel Agency, Torts, Tsunami, UK Law, Victorian Court of Appeal, voluntary contract law

July 24, 2017 · 13:20

How to pay for it?

Yesterday’s news is not new. We have all heard the options, the opposition and the recrimination. Yet the article (at https://www.theguardian.com/world/2017/jul/23/uk-arms-sales-to-saudis-continued-after-airstrike-on-yemen-funeral) gives out more to ask of those who are on the moral ethical high ground and as such we need to make considerations, from within ourselves and towards others choosing for us.

You see, I am not stating that they are wrong, or that there isn’t an issue. We need to ask ourselves whether we should take blame of responsibility of the actions of other governments. So consider the £283m. When we consider the 2017 spring budget, that one sale takes care of the Education and health bill for spring 2017 and potentially leaves us with enough to pay the Debt interest for that quarter. So, what will these campaigners do when they are opted for one (the deal) or the other which would be no health or education money? I always love campaigners who in a downed economy make demands and have no clue or no solution on how to pay for it all. It is a really lovely group of non-deciders in most of the events.

What would I do?

I would happily go to Riyadh with my new BAE business card and sell them whatever systems they need to keep their nation safe. You see, it is the right of any nation to defend their nation. The application of the weapons purchased is up to them. Guns do not kill people, people kill people, it is basic and as I see it the correct dimensionality of a situation.

So when I read “the UK trade secretary, Liam Fox, delayed signing a set of export licences and his officials prepared for sales to Saudi Arabia to be suspended. However, documents obtained by the Guardian revealed that the foreign secretary, Boris Johnson, advised him that the sales should continue, as he judged there was no clear risk that British weapons would be used for serious breaches of international humanitarian law“, like Boris Johnson, I see no real issue. The fact that he added: ‘serious breaches of international humanitarian law‘ as a condition was politically fair enough and perhaps a definite essential condition. It seems a little cowardly, but at what point would there be a serious consideration there? Even Iran might not fall into that category, leaving us with only North Korea, Al-Qaeda and ISIS as actual risk factors and we do not deal with these three anyway.

When someone states that I am wrong and there is a clear risk with Saudi Arabia transgressing there, my question would be: ‘Show me that evidence‘. After which I get a lot of speculative mumbo jumbo and no evidence at all. In this day and age we need to consider the choices to select which is fair enough, yet to give rise to campaigners on speculative events whilst they are willing to give silence in the case of Javier Martin-Artajo, Julien Grout and Bruno Iksil, willing to shrug the shoulders and walk away without anger or indignation. Such persons are all about feigned morality because there was no blood. So how many people lost their quality of life for a long time whilst JP Morgan Chase & Co lost £4.7 billion? You think that this was merely printed money, people lost all levels of hard worked gains, pensions, savings and other losses were endured. So as we read in that case “the Department of Justice said it “no longer believes that it can rely on the testimony” of Bruno Iksil, the trader dubbed the London Whale, based on recent statements and writings he made that hurt the case” (source: the Guardian), I feel like this was an orchestrated event. First get the accusations out, make a final thrust for your own acquittal and then write a little more making it all unreliable? Consider not what he lost (stated at 80%), but that he got to keep 20% of some $6m a year (paid more than one year), in addition, whatever the DoJ agreed to in 2013, which might be his house and a few other things. So he got to keep an amount that is exceedingly more than whatever I have made or will make for my entire life, a mere 2 years of his. So as we see about extradition issues, we now see that all three walk away.

This relates to the arms deal as the consequences of that part are merely speculative and it pays for a chunk of the government budget, so I will take a job there willingly any day of the week, presenting the technological marvels of the F-35 JSF missile which can be set to the bulk of the Saudi Arabian fighters. I will gladly take the reduced 1% commission and sell 5,000-10,000 missiles, after which I fly to Egypt and sell a few more. If that gets education and health funded in the UK for the entire year, so much the better! I will sleep like a baby knowing that education and health care are safe and set in stone to be funded. My presentations would be the best stellar presentations of them all. So F.U. (sorry for this instance of Post Enhousiastic Sales Drama) to both Raytheon and Northrop Grumman!

As we can imagine at times we need to take heed (read: listen to) campaigners, when the going was good (20 years ago) and we had several options to take a high moral stance, yet at present with a collapsing NHS, with politicians showing less and less backbone against large corporations on taxation issues, the United Kingdom has a responsibility towards its citizens, not just to keep them safe, but to offer some level of any future. Those campaigners seem to think that money grows on trees and have no idea on how to get things funded; in the UK the UK Labour party is perhaps the most striking evidence of all. As Jeremy Corbyn is now in denial on student debt issues, as he was intentionally vague during the election race. Of course apart from not winning (thank god for that), the realisation that he has no options, no methods and no way to get any level of budget done without raising the current debt by at least 50% and initially projected at 80%, the question becomes, how it would have ever been paid for as people like this, and campaigners against certain paths (read: perhaps for the right ideological reasons) have no way to deal with the national issues. Leaving people with much harsher debts, increased taxation and less social security as it can no longer be paid for.

I am not against ideology, I do not believe that dedicated pacifism is a cowardly stance; it is often quite a brave stance. Yet, it is equally often not a realistic one. We can all go to Hacksaw Ridge and be amazed of the events Andrew Garfield’s character went through, showing us some of what the real Desmond Doss went through, and we can admire his stance and his courage. Yet in the end, without the thousands armed forces in the 77^th Infantry division, the battle would have been lost. It does not diminish the actions of this one highly decorated person, I am merely stating that the 77^th held its ground and was victorious in the end, yet we should never forget that it is still regarded as the bloodiest battle in the history of WW2, with 50,000 allied lives lost and well over 100,000 Japanese casualties.

We make choices in war and in peace. I believe that every sovereign nation has its rights for defence, we cannot vouch for the articles of war in offense and that is not our responsibility. It is not for the salesperson of equipment to say and even the campaigner for peace needs to realise that there is a stance to take, even if it is a valid choice to oppose offensive actions, we must realise that any self-governing nation can deal with its enemies in the way they seem fit, when it becomes too unacceptable we need to accept that places like the United Nations will take the appropriate actions.

So how is this different?

It should not be, but it is. Ask yourself how you would act. We can always act holier than thou when we can afford it, yet when we are confronted with being hungry or to some degree making a questionable deal that is not criminal, and it is perfectly legal, but we cannot foresee the consequence. Is it still wrong to do it? Consider that we cannot predict the future and this is not merely a legal ‘more likely than not‘. It is about legally acting correct and morally acting optionally questionable, because that is where the stance is. Should we interfere with the right of Saudi Arabia to defend itself and act, or become judging and act towards denying them that right? This is the view I think that the campaigners are not taking correctly, too hastily and in judgement of ‘some’ moral principle. Now, I am not stating that they cannot do that, it is their right and their expression of free will, but in all this, they must also than accept the setting that they will have to voice: ‘We have decided to stop all NHS healthcare and education for the upcoming Autumn 2017, as we stopped the revenue that would have guaranteed it‘, that must then be in equal measure their acceptance in this. I wonder how the doctors, nurses and teachers feel at that point.

In this we now see another part grow. Even as we agree to some extent with the quote of “The terrible funeral bombing should have been a time for reflection and for the UK to reconsider its uncritical political and military support for Saudi Arabia“, we accept that ideologically Andrew Smith, spokesman for Campaign Against Arms Trade has a right and perhaps even a valid point, yet does he?

When we see “‘Incorrect information’ meant hall in Sana’a was mistaken for military target, leading to 140 deaths, says US-backed mission” (source: the Guardian) we need to know a lot more, the actual Intel, the raw data and the decision tree. When we also see “The air operation centre in Yemen, it added, directed a “close air support mission” to target the site without approval from the coalition’s command“, we can argue and question a few issue, yet in all, who authorised the action? How was the coalition command set up? If there was an approval at any level it takes the pilot out of the equation (read: likely he was never a consideration in the first place), so even as we see questions on the actions, even when we read “Dozens of citizens fell as martyrs or were wounded in this attack by planes of the Saudi-American aggression“, whilst the actions of the Houthi rebels are left in silence by too many, including the indiscriminate shelling of places. Any war is a place where it took two to tango, which does not absolve any side of considerations, yet in all I see often a complete lack of complete information, or better stated more precise and more complete information to the extent that was possible. Even now as Yemen is using ballistic missiles attacking a Saudi Oil refinery, as Mines are killing Saudi Soldiers, we see that Yemen remains active, shooting missiles close to 600 miles into Saudi Arabia, so as such, I think that the time of recriminations are over, they have been over for some time. Even now, merely 5 hours ago, we see that Nayef al-Qaysi, governor of the central province of al-Bayda was removed from office because of his ties with Al-Qaeda. Now, the source here is the Miami Herald, and others are voicing pretty much the same article. I cannot state one or the other, yet when we see these events unfold, giving rise to one or the other without proper visible intelligence is not a given. Yet in all this, when we take the original title and make this: ‘UK approved £283m of arms sales to Saudis to fight Al-Qaeda‘ (read: personal merging of different timed facts), at that point how many campaigners would we hear? Can we agree that if Nayef al-Qaysi has ties to Al-Qaeda, they would have been there for some time?

A piece of intelligence that I and perhaps many others would not have had last October, so should I not have sold these weapons to Saudi Arabia? I do not think that I had any valid opposition to not sell and whenever we campaign (even for the best and most valid of reasons) is always a loaded gun and that loaded gun is always aimed at the victims of these actions. In my presented case it would have been the people in need of NHS treatments and students. Any person proclaiming that they have the whole picture is usually lying to you, apart from the General of the Saudi armed forces there would be almost no other person in possessions of all the facts and even then we can state with a certain level of certainty that this person did not have ALL the facts. This is what makes the opposition to any debatable act a dangerous path. We can at best hope for acting in a non-illegal manner and that is exactly what happened in this case. It was a legal transaction, one that was essential for the coffers of the United Kingdom.

We need to learn how to compartmentalise. It is in our best interest to do what is correct and to do what our bosses want of us. When we try to grow beyond that cubicle we tend to speculate on what is best and even if we agree that thinking things through is never a bad thing, unless it is our responsibility we have to act according to our better angels, which means no in opposition of law. Is it not interesting that when that happens, more often than not these actions were greed based and those transgressors should be prosecuted by law, which in the case of hedge funds traders is almost 0%, so if we want ideology, it should be on the evolution of legislation to stop economic exploitation. Yet at that point, how many campaigners remain? I reckon that list slims down a lot, because economic transgressions are not sexy enough, or it is like a happy lottery ticket that nearly everyone wants and in case of Bruno Iksil when it amounts to 20% of many millions, I would love to get that lottery ticket as well, I saw a nice place in Cognac, where I would happily retire to. A mere €850K, which would leave me well over €100K a year to live off for the rest of my life, whilst the house (read: villa) had been paid for. I admit it is a lifestyle I would embrace if it was limited to one questionable, non-illegal act. It will not make me a criminal, merely a person not hiding behind some hypocrite high moral code of conduct.

Until campaigners get in the stage of life on how to pay for their daily meal and proceed on that moral high ground, that is the first step in filtering the actual ideologists from the hypocrites, an essential first step, yet in the end, they too need to accept that some sides of life need to get paid for and they cannot vote to make thousands abstain from essential needs. It is not fair and not pretty but that is the place that deep debts have pushed us all into, the mere acceptance of our to the smallest degree of changed options in upholding any quality of life.

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Tagged as 77th Infantry division, al-Bayda, Al-Qaeda, Andrew Smith, BAE Systems, Boris Johnson, Brian Garfield, Bruno Iksil, Campaign Against Arms Trade, Cognac, Department of Justice, Desmond Doss, DoJ, Egypt, F-35 JSF missile, Hacksaw Ridge, Houthi rebels, Iran, ISIS, Javier Martin-Artajo, Jeremy Corbyn, JP Morgan Chase & Co, Julien Grou, Liam Fox, Mimi Herald, Nayef al-Qaysi, NHS, North-Korea, Northrop-Grumman, Raytheon, reuters, Saudi Arabia, the Guardian, UK, UK Labour Party, UK trade secretary, Yemen

July 20, 2017 · 16:14

When the trust is gone

In an age where we see an abundance of political issues, an overgrowing need to sort things out, the news that was given visibility by the Guardian is the one that scared and scarred me the most. With ‘Lack of trust in health department could derail blood contamination inquiry‘ (at https://www.theguardian.com/society/2017/jul/19/lack-of-trust-in-health-department-could-derail-blood-contamination-inquiry), we need to hold in the first stage a very different sitting in the House of Lords. You see, the issues (as I am about to explain them), did not start overnight. In this I am implying that a sitting with in the dock Jeremy Hunt, Andrew Lansley, Andy Burham and Alan Johnson is required. This is an issue that has grown from both sides of the Isle and as such there needs to be a grilling where certain people are likely to get burned for sure. How bad? That needs to be ascertained and it needs to be done as per immediate. When you see “The contamination took place in the 1970s and 80s, and the government started paying those affected more than 25 years ago” the UK is about to get a fallout of a very different nature. We agree that this is the term that was with Richard Crossman, Sir Keith Joseph, Barbara Castle, David Ennals, Patrick Jenkin, Norman Fowler, and John Moore. Yet in that instance we need to realise that this was in an age that was pre computers, pre certain data considerations and a whole league of other measures that are common place at this very instance. I remember how I aided departments with an automated document system, relying on 5.25″ floppy’s, with the capability that was less than Wordstar or PC-Write had ever offered. And none of those systems had any reliable data storage options.

The System/36 was flexible and powerful for its time:

It allowed 80 monitors (see below for IBM’s description of a monitor) and printers to be connected. All users could access the system’s hard drive or any printer.
It provided password security and resource security, allowing control over who was allowed to access any program or file.
Devices could be as far as a mile from the system unit.
Users could dial into a System/36 from anywhere in the world and get a 9600 baud connection (which was very fast in the 1980s) and very responsive for connections which used only screen text and no graphics.
It allowed the creation of databases of very large size. It supported up to about 8 million records, and the largest 5360 with four hard drives in its extended cabinet could hold 1.453 gigabytes.
The S/36 was regarded as “bulletproof” for its ability to run many months between reboots (IPLs).

Now, why am I going to this specific system, as the precise issues were not yet known? You see in those days, any serious level of data competency was pretty much limited to IBM, at that time Hewlett Packard was not yet to the level it became 4 years later and the Digital Equipment Corporation (DEC) who revolutionised systems with VAX/VMS and it became the foundation, or better stated true relational database foundations were added through Oracle Rdb (1984), which would actually revolutionise levels of data collection.

Now, we get two separate quotes (not from the article) “Dr Jeremy Bradshaw Smith at Ottery St Mary health centre, which, in 1975, became the first paperless computerised general practice“, as well as “It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use“, the second one comes from the Oracle Rdb SQL Reference manual. The second part seems a bit of a stretch; consider the original setting of this. When we see Oracle’s setting of data integrity, consider the elements given (over time) that are now commonplace.

System and object privileges control access to application tables and system commands, so that only authorized users can change data.

Referential integrity is the ability to maintain valid relationships between values in the database, according to rules that have been defined.
A database must be protected against viruses designed to corrupt the data.

I left one element out for the mere logical reasons.

now, in those days, the hierarchy of supervisors and system owners was nowhere near what it is now (and often nowhere to be seen), referential integrity was a mere concept and data viruses were mostly academic, that is until we get a small presentation by Ralf Burger in 1986. It was in the days of the Chaos Computer Club and my trusty CBM-64.

These elements are to show you that data integrity existed in academic purposes, yet the designers who were in their data infancy often enough had no real concept of rollback data events, some would only be designed too long later, and in all this, the application of databases to the extent that was needed. It would not be until 1982 when dBase II came to the PC market from the founding fathers of what would later be known as Ashton-Tate, George Tate and Hal Lashlee would create a wave that would get us dBase III and with the creation of Clipper by the Nantucket Corporation, which would give a massive rise to database creations as well as the growth of data products that had never been seen before, as well as being the player that in the end propelled data quality towards the state it is nowadays. In this product databases did not just grow with the network abilities within this product nearly any final year IT person could have its portfolio of clients all with custom based products all data based. Within 2-3 years (which gets us to 1989), a whole league of data quality, data cleaning and data integrity base issues would surface for millions of places, all requiring solutions. It is my personal conviction that this was the point where data became adult, where data cleaning, data rollback as well as data integrity checks became actual issues that were seriously dealt with. So, here in 1989 we are finally confronted with the adult data issues that for the longest of times were only correctly understood by more than a few niche people who were often enough disregarded (I know that for certain because I was one of them).

So the essential events that could have prevented only to some degree the events we see in the Guardian with “survivors initially welcomed the announcement, while expressing frustration that the decades-long wait for answers had been too long. The contamination took place in the 1970s and 80s“, certain elements would not come into existence until a decade later.

So when we see “Liz Carroll, chief executive of the Haemophilia Society, wrote to May on Wednesday saying the department must not be involved in setting the remit and powers of an inquiry investigating its ministers and officials. She also highlighted the fact that key campaigners and individuals affected by the scandal had not been invited to the meeting“, I am not debating or opposing her in what could be a valid approach, I am merely stating that to comprehend the issues, the House of Lords needs to take the pulse of events and the taken steps forward from the Ministers who have been involved in the last 10 years.

When we see “We and our members universally reject meeting with the Department of Health as they are an implicated party. We do not believe that the DH should be allowed to direct or have any involvement into an investigation into themselves, other than giving evidence. The handling of this inquiry must be immediately transferred elsewhere“, we see a valid argument given, yet when we would receive testimonies from people, like the ministers in those days, how many would be aware and comprehend the data issues that were not even decently comprehended in those days? Because these data issues are clearly part of all of these events, they will become clear towards the end of the article.

Now, be aware, I am not giving some kind of a free pass, or give rise that those who got the bad blood should be trivialised or ignored or even set to a side track, I am merely calling for a good and clear path that allows for complete comprehension and for the subsequent need of actual prevention. You see, what happens today might be better, yet can we prevent this from ever happening again? In this I have to make a side step to a non-journalistic source, we see (at https://www.factor8scandal.uk/about-factor/), “It is often misreported that these treatments were “Blood Transfusions”. Not True. Factor was a processed pharmaceutical product (pictured)“, so when I see the Guardian making the same bloody mistake, as shown in the article, we see and should ask certain parties how they could remain in that same stance of utter criminal negligence (as I personally see it), but giving rise to intentional misrepresentation. When we see the quote (source: the Express) “Now, in the face of overwhelming evidence presented by Andy Burnham last month, Theresa May has still not ordered an inquiry into the culture, practice and ethics of the Department of Health in dealing with this human tragedy” with the added realisation that we have to face that the actual culprit was not merely data, yet the existence of the cause through Factor VIII is not even mentioned, the Guardian steered clear via the quote “A recent parliamentary report found around 7,500 patients were infected by imported blood products from commercial organisations in the US” and in addition the quote “The UK Public Health Minister, Caroline Flint, has said: “We are aware that during the 1970s and 80s blood products were sourced from US prisoners” and the UK Haemophilia Society has called for a Public Inquiry. The UK Government maintains that the Government of the day had acted in good faith and without the blood products many patients would have died. In a letter to Lord Jenkin of Roding the Chief Executive of the National Health Service (NHS) informed Lord Jenkin that most files on contaminated NHS blood products which infected people with HIV and hepatitis C had unfortunately been destroyed ‘in error’. Fortunately, copies that were taken by legal entities in the UK at the time of previous litigation may mean the documentation can be retrieved and consequently assessed“, the sources the Express and the New York Times, we see for example the quote “Cutter Biological, introduced its safer medicine in late February 1984 as evidence mounted that the earlier version was infecting hemophiliacs with H.I.V. Yet for over a year, the company continued to sell the old medicine overseas, prompting a United States regulator to accuse Cutter of breaking its promise to stop selling the product” with the additional “Cutter officials were trying to avoid being stuck with large stores of a product that was proving increasingly unmarketable in the United States and Europe“, so how often did we see the mention of ‘Cutter Biological‘ (or Bayer pharmaceuticals for that matter)?

In the entire Arkansas Prison part we see that there are connections to cases of criminal negligence in Canada 2006 (where Canadian Red Cross fell on their sword), Japan 2007 as well as the visibility of the entire issue at Slamdance 2005, so as we see the rise of inquiries, how many have truly investigated the links between these people and how the connection to Bayer pharmaceuticals kept them out of harm’s way for the longest of times? How many people at Cutter Biological have not merely been investigated, but also indicted for murder? When we get ‘trying to avoid being stuck with large stores of a non-sellable product‘ we get the proven issue of intent. Because there are no recall and destroy actions, were there?

Even as we see a batch of sources giving us parts in this year, the entire visibility from 2005-2017 shows that the media has given no, or at best dubious visibility in all this, even yesterday’s article at the Guardian shows the continuation of bad visibility with the blood packs. So when we look (at http://www.kpbs.org/news/2011/aug/04/bad-blood-cautionary-tale/), and see the August 2011 part with “This “miracle” product was considered so beneficial that it was approved by the FDA despite known risks of viral contamination, including the near-certainty of infection with hepatitis“, we wonder how the wonder drug got to be or remain on the market. Now, there is a fair defence that some issues would be unknown or even untested to some degree, yet the ‘the near-certainty of infection with hepatitis‘ should give rise to all kinds of questions and it is not the first time that the FDA is seen to approve bad medication, which gives rise to the question why they are allowed to be the cartel of approval as big bucks is the gateway through their door. When we consider the additional quote of “By the time the medication was pulled from the market in 1985, 10,000 hemophiliacs had been infected with HIV, and 15,000 with hepatitis C; causing the worst medical disaster in U.S. history“, how come that it took 6 years for this to get decent amounts of traction within the UK government.

What happened to all that data?

You see, this is not merely about the events, I believe that if any old systems (a very unlikely reality) could be retrieved, how long would it take for digital forensics to find in the erased (not overwritten) records to show that certain matters could have been found in these very early records? Especially when we consider the infancy of data integrity and data cleaning, what other evidence could have surfaced? In all this, no matter how we dig in places like the BBC and other places, we see a massive lack of visibility on Bayer Pharmaceuticals. So when we look (at http://pharma.bayer.com/en/innovation-partnering/research-focus/hemophilia/), we might accept that the product has been corrected, yet their own site gives us “the missing clotting factor is replaced by a ‘recombinant factor’, which is manufactured using genetically modified mammalian cells. When administered intravenously, the recombinant factor helps to stop acute bleeding at an early stage or may prevent it altogether by regular prophylaxis. The recombinant factor VIII developed by Bayer for treating hemophilia A was one of the first products of its kind. It was launched in 1993“, so was this solution based on the evolution of getting thousands of people killed? the sideline “Since the mid-1970s Bayer has engaged in research in haematology focusing its efforts on developing new treatment options for the therapy of haemophilia A (factor VIII deficiency)“, so in all this, whether valid or not (depending on the link between Bayer Pharmaceuticals UK and Cutter Biological. the mere visibility on these two missing in all the mentions, is a matter of additional questions, especially as Bayer became the owner of it all between 1974 and 1978, which puts them clearly in the required crosshairs of certain activities like depleting bad medication stockpiles. Again, not too much being shown in the several news articles I was reading. When we see the Independent, we see ‘Health Secretary Jeremy Hunt to meet victims’ families before form of inquiry is decided‘, in this case it seems a little far-fetched that the presentation by Andy Burham (as given in the Express) would not have been enough to give an immediate green light to all this. Even as the independent is hiding behind blood bags as well, they do give the caption of Factor VIII with it, yet we see no mention of Bayer or Cutter, yet there is a mention of ‘prisoners‘ and the fact that their blood was paid for, yet no mention of the events in Canada and Japan, two instances that gives rise to an immediate and essential need for an inquiry.

In all this, we need to realise that no matter how deep the inquiry goes, the amount of evidence that could have been wiped or set asunder from the eyes of the people by the administrative gods of Information Technology as it was between 1975 and 1989, there is a dangerous situation. One that came unwillingly through the evolution of data systems, one that seems to be the intent of the reporting media as we see the utter absence of Bayer Pharmaceuticals in all of this, whilst there is a growing pool of evidence through documentaries, ad other sources that seem to lose visibility as the media is growing a view of presentations that are skating on the subject, yet until the inquiry becomes an official part we see a lot less than the people are entitled to, so is that another instance of the ethical chapters of the Leveson inquiry? And when this inquiry becomes an actuality, what questions will we see absent or sidelined?

All this gets me back to the Guardian article as we see “The threat to the inquiry comes only a week after May ordered a full investigation into how contaminated blood transfusions infected thousands of people with hepatitis C and HIV“, so how about the events from 2005 onwards? Were they mere pharmaceutical chopped liver? In the linked ‘Theresa May orders contaminated blood scandal inquiry‘ article there was no mention of Factor VIII, Bayer (pharmaceuticals) or Cutter (biological). It seems that we need to give rise that ethical issues have been trampled on, so a mention of “a criminal cover-up on an industrial scale” is not a mere indication; it is an almost given certainty. In all that, as the inquiry will get traction, I wonder how both the current and past governments will be adamant to avoid skating into certain realms of the events (like naming the commercial players), and when we realise this, will there be any justice to the victims, especially when the data systems of those days have been out of time for some time and the legislation on legacy data is pretty much non-existent. When the end balance is given, in (as I personally see it) a requirement of considering to replace whatever Bayer Pharmaceuticals is supplying the UK NHS, I will wonder who will be required to fall on the virtual sword of non-accountability. The mere reason being that when we see (at http://www.annualreport2016.bayer.com/) that Bayer is approaching a revenue of 47 billion (€ 46,769M) in 2016, should there not be a consequence of the players ‘depleting unsellable stock‘ at the expense of thousands of lives? This is another matter that is interestingly absent from the entire UK press cycles. And this is not me just speculating, the sources give clear absence whilst the FDA reports show other levels of failing, it seems that some players forget that lots of data is now globally available which seems to fuel the mention of ‘criminal negligence‘.

So you have a nice day and when you see the next news cycle with bad blood, showing blood bags and making no mention of Factor VIII, or the pharmaceutical players clearly connected to all this, you just wonder who is doing the job for these journalists, because the data as it needed to be shown, was easily found in the most open of UK and US governmental places.

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July 18, 2017 · 14:20

Sanity Check

We all need a sanity check at time. There has been a need to regard what we are offered and why certain people seem to try to start to regard fear and misinformation to set people towards the need of greed of some. This is the feeling I get when I look at ‘Brexit: ‘Real risk’ UK could run out of some foods after EU exit, government warned‘ (at http://www.independent.co.uk/news/uk/politics/brexit-latest-food-supplies-shortage-warning-policy-failure-supermarkets-imports-eu-a7844751.html), it starts with the subtitle that gives us “Theresa May accused of ‘serious policy failing on an unprecedented scale’ by academics“. So what matter have they been raiding? Consider the EU nations and how things changed in the late 90’s. Now consider the foods and lives we had in for example the 60’s. We had no shortage of food, we could buy foods and outside of the UK, it was equally easy to buy a bottle of Worcester Lee & Perrins sauce. Some articles were not available (like Tripe), mainly because of the import laws already in place (and we all so loved to eat that in the first place). It was easy to get the Fortnum and Mason’s Christmas plum pudding. The entire exercise to spread fear and misinformation is actually getting to me. I am so sick on the implied creation of intentional chaos. So when you read: “A report from food policy specialists has warned the forthcoming break from Europe will lead to “chaos” unless ministers establish a clear plan on how a new food system will operate“. This reads like it will be the point that some food policy specialists will soon be without a job. Consider the need for sales and exports. Do you think that countries like the Netherlands, Belgium or even France have no export policies in play? These policies have existed for decades. So after Brexit there will be French cheeses and wines, there will be Belgium chocolates and Shrimps and there will be fresh vegetables from the Netherlands. The EU has had close to no influence; it merely seemed to digress towards red tape for the hidden unmentioned need of profitability for large corporations. There will of course be questions in some situations, yet do you think that the exporting corporations will not be ready for that? So when you read ‘without provisions in place‘, we see levels of fear mongering from people who are pushed by other people who are shy of the limelight, because we really have no need for those players fattening the invoices wherever they can, the EU gravy train is coming to a partial end and some politicians are getting nervous. All that easy income falling away, all those unwanted costs added to the prices of what people require to import. Yet the dangers of the single market are often ignored. In a single market may struggle to survive against their more efficient peers, yet how do we see places like ‘Walmart’ as an efficient peer? In that light we see that those with the approach of what should be regarded as ‘exploitative’ and being way too large, having the option to pressure their costs and buying at near 0% margin for the manufacturer has no benefit to competition, it merely makes the owners of Walmart rich fast, whilst there is no place for any number two players. That is the opposite side in all this, a side that the EU has been intentionally silent on for way too long.

The article refers to a paper which can be found (at http://www.sussex.ac.uk/spru/newsandevents/2017/publications/food-brexit), the added PDF in there gives us “Set new clear targets for UK food security (food supply, quality, health and consumption) which go beyond mere quantity of supply by addressing ecosystems and social systems resilience“, this sounds important, yet in all this my question towards Tim Lang, Erik Millstone & Terry Marsden becomes ‘When was the last time you ate an equine burger?‘, the UK was part of this so called EU food security, and as such the professors from the Universities of Cardiff, London and Sussex might have forgotten about that 2013 events, where Tesco had 27 beef burger products laced with horses and pigs.

Also consider the quote ““In the EU, UK consumers and public health have benefited from EU-wide safety standards, without which there will be a risk of the UK having less safe and nutritious products“, we could argue that with 100,000 angioplasty events per year, that issue is a non-issue at present already, ye as it is hard to get any clear EU statistics (read: could not get any reliable figures) there is no quality view to get at present. In all this, when I see certain events mentioned, it is almost like there is a hidden P&G (read: Proctor & Gamble) logo behind all this. That is a purely personal and speculative view! In addition, as I write in opposition of certain points, this is an academic paper, it gives us clear sources and we can disagree with the view of these three professors, there is the issue that their view remains a valid view.

This gets us to two parts that mention the issues that we are going towards, in my view it is a view that should have been adjusted for at least 5 years ago, Brexit might be an element, but it is not the cause and after Brexit these systems have never been adjusted, there is merely the identification that the government in general should have started to make adjustments a long time ago. The quotes “The current food policy community is fragmented and divided. There is an urgent need for a more collaborative policy platform to be created involving all the main players. If the government fails to do this, others will need to take the initiative“, as well as “Meanwhile the NHS is becoming increasingly bankrupted, not least because of the growth of an aging population suffering a dietary-health epidemic; the critical significance of the food system needs highlighting in these debates“, it is interesting that I recognised this several day ago as a hindering issue for the NHS.

There is one part that the paper definitely gets right (read: it actually gets a lot more right). It is seen on page 14 with “These aspirations and policy principles should be incorporated in the new food legislation, which Food Brexit will entail. An estimated 4,000+ pieces of regulation and law are EU based“, this is one side that truly matters. The question becomes: ‘Is it merely ‘new legislation‘ or comparing the EU legislation against that legislation that was in play?’ and as such decide on the path of adjusting the original legislation, or create new legislation. This is something that should have been discussed in the House of Lords at the very least. It seems that not only it has not happened; there is no indication at present that this will happen any day soon at present, which is odd to say the least, it is not like the entire Brexit issue dropped out of the sky last night.

Still, even as the paper is valid and valuable, it is my view that the Independent is too much about fear mongering. When we see “Even a “soft” departure from Europe, in which the UK will remain in the single market or customs union, could badly affect the food and farming industries, they add“, so even if the UK remains in a single market, there are still dangers? If that is so, what the bloody use is a single market?

Another issue (as I personally see it) is seen in “The report, which is based on more than 200 sources, continues: “Prices, which are already rising and likely to rise more, will become more volatile, especially harming poor consumers.”“, in the first, prices have always been rising and that is not likely to ever change. The cost of living has been under attack in the UK for the better part of a decade. If you are not a well off banker, or some hedge funds investor, it is extremely likely that your quality of life has been stagnant. It does not matter whether you are a cashier, a barrister or a doctor; your quality of life has been declining for the longest time. It is merely the amount of quality of life lost that differs between the three groups. In the second, volatility has been equally an issue for the longest time. If that was not the case, the mere need for equine burger was never an issue. The EU at large has been under ‘profit scrutiny‘, which just emphasises the need for better food security all over Europe, a factor the EU failed since decently before 2013. In all this another article requires the limelight. With “It cites recent research by the British Retail Consortium that the absence of a trade deal could push the price of imported food up by 22%“, the question becomes, what (and where) are these numbers based on? The article (at http://www.independent.co.uk/news/uk/home-news/christmas-dinner-price-rises-by-14-per-cent-a7453591.html), is as speculative as the evidence that the photographed Turkey tasted nice. We just do not know. With “In October, the British Retail Consortium warned shoppers could face higher prices if the Government failed to strike the right Brexit deal with the EU” as well as “the UK could be forced to use World Trade Organisation (WTO) rules, which could cause the price of meat to rise by as much as 27 per cent“. In these two quotes the operative word is ‘COULD‘, none can give any evidence on the amount it raises (or if it rises at all); it is from my point of view with the emphasis of ‘merely fear mongering’. In the end, none of them acknowledge that the UK is a willing market with 68 million consumers. Show me one salesperson who would willingly walk away from such a large group of consumers and I will introduce you to a liar. All the fear mongering we see, and in the end we see a collection of large corporations like Mars and Coca-Cola that will accept the impact on their margins as they are trying to avoid a total loss of bonuses for a much longer period of time.

I will add the paper at the end in this article, because whether I agree or not to some extent, it is a good and proper academic piece and even as we might consider elements in different light, the paper does show clear indications that there are issues that require addressing and there are also issues that should have started to be addressed several years ago. There is a policy failure to some extend in some way and in a much larger way in other views of focus. The academic paper is not in question; the method of fear mongering that the Independent is playing with is a much larger issue that should be taken a look at.

So as the Independent is fear mongering food issues and the Guardian tells us ‘Britain ‘will be less safe’ without access to EU crime databases – peers‘, yet because before the Schengen mess there was no Interpol or information available, we need to realise that some things will require adjustment, that was never ever in question and in all this the events are not due for 20 months. Now, we can all agree that things need doing, yet has anyone considered that some of these current systems will be obsolete before the 20 months deadline (read: some already are to some degree)? The EU has no firm handle on data automation (as per collecting), or the impact that 5G will give to the data stream, none of the systems will be ready before the change and some will not even be ready then. It was only Yesterday when I found it essential to message Ben Wallace MP that his ‘Accelerator Open Call for Innovation‘ is missing an encryption topic in the data challenge. (at https://www.gov.uk/government/publications/defence-and-security-accelerator-enduring-challenge/accelerator-enduring-challenge), in this age of Ransomware and security flaws, the entire encryption challenge will be a huge one, as more cloud data is no longer safe in either data in transit or at rest, any security assessment system would require new levels of encryption. This is not merely my view, when we look at the works otien Lenstra, a cryptology professor at the Ecole Polytechnique Fédérale de Lausanne (EPFL) in Switzerland, says the distributed computation project, conducted over 11 months, achieved the equivalent in difficulty of cracking a 700-bit RSA encryption key, so it doesn’t mean transactions are at risk and his 2007 article passed the deadline 5 years ago. Even now the larger military contractors like Thales are seeing Big-Data Encryption as one of today’s challenges, so how important would it be in let’s say 3-4 years?

So as we see food fears and so called ‘security‘ data issues, we see that some of the players haven’t even considered including the elements of encryption in some areas. The reason for that view is that encryption is not merely about adding some code, or encoding all data, it is a system of checks and balances, where recovery of corrupted data becomes increasingly important. For those not in the know (which is very valid) there was a virus decades ago called the DBase-virus, it came from the 90’s and decided to corrupt all the data in a DBase database. The clever part was that as long as the virus was there, the user did not know, the moment it was cleaned out, all the data was instantly corrupt, the virus was a cypher and decipher part. In these days of Ransomware, such systems require additional elements and they end up being part of the core, not merely an added element in the core, so when the paper gave me “data – cyber, information, big data, management and processing, sense making, visualisation, delivery, interoperability” as an element, whilst encryption was not part of it, whilst there were other topics like mobility and situational awareness (sensors and surveillance). It seemed to me that the crypto element was not just important, it will be vital and in that field a little innovation goes a very long way. Yet beyond all that, with larger computers and ever-growing large hi speed mobility, the need and application of encryption equally changes, so when we see the need for some European adjustment, we need to realise that not merely the policies are overdue plenty of revisions, in all this, Brexit or not, with the near daily events of data losses, we need to seriously contain certain dangers

So how of topic did I go?

From merely the food part quite a bit (seemingly), yet in all this, the policies and the data issues are connected. If we accept that some of these policies are all depending on the Department for Environment, Food & Rural Affairs (DEFRA), we see that the objectives, indicators of progress, the achievements and action points are also data driven (at https://www.nao.org.uk/wp-content/uploads/2016/10/Departmental-overview-2015-16-Department-Environment-Food-and-Rural-Affairs.pdf), now data will be at the centre of pretty much every part of life, yet from the paper that the three food boffins bring us (namely Lang, Millstone & Marsden), it will not merely a more dire need in reactive, there is an increasing view that the view needs to be transposed towards a proactive situation. The elements in that paper on Spending reduction (page 10) and workforce capability (page 13) imply that these two will impact the entire CAP (Common Agricultural Policy) in several ways, so to not go towards the fear mongering as the Independent implied with its 27% price rise, a proactive system that could counter or at least limit these events to a certain degree. The need has always been there, but the EU has gravy train driven red tape factory (as I personally see it) and as such too little forward momentum is seen and the UK parliament has been forever waiting for the EU to start something so they could be seen as a limited forward momentum party as well. So now is the perfect time to get something actual in place, but to rely on data that could be ‘mismanaged‘ by those trying to thwart the machine requires a much better digital transformation plan as well as a much better digital security and footprint approach, one that has clear boundaries of non-repudiation. Many of these elements either not mentioned, or ignored.

And here is the great part, I am not fear mongering, I am merely saying that things require attention and doing and there are still 20 months, yet doing something immediate is equally dangerous as 5G will impact on a global scale, so having proper preparations and having a system that is not set in stone, but one with certain levels of flexibility and options of evolution is much more important, so that we avoid having a massive invoice that requires paying it twice (or even thrice).

If there is one element of the entire Food report that I had an issue with than it must be ‘12. Keeping a close eye on our EU neighbours: it takes (at least) two to tango‘, there is nothing wrong with what is written, yet what I voiced earlier, the need to sell to the UK is partially ignored and the second partner in that tango is the provider of goods. The 5 scenarios read perfectly fine, yet they are all so based on the premise of the UK being the needy one, we forget that there are 27 nations all vying to get a leg up on the option to sell to 68 million consumers, it seems that the part is not that emphasised. In the end there needs to be a level of balance, yet I feel certain that once Poland is playing hard to get with the UK, I feel certain that Spain will jump up at the chance to get this market. It will not always be a balanced battle, but the UK has options and the newspapers at large have been overly silent on this part, which is why I am upset with the entire fear mongering thing. There was never an issue with being alert, but the papers at large have been completely negative again and again, focussing on the negative ‘could’ and ignoring the positive possibilities. In all this, I still personally believe that the largest players are all about the Status Quo as they have it and in that the one part that Nigel Farage got right, if this gives an option for the local smaller players to get an actual slice of the exploited market we might actually get some level of economy growing and in that, at the end the United Kingdom becomes an economic growth winner.

I think it is a mere sanity check that we try to get a level of alignment on the jobs that need to get going on and as such get a grip of what becomes a possibility, in that the ‘A Food Brexit: time to get real‘ report gives us a handle on what needs to be realised, but at times, although the report gives a really good view, as stated, my issue remains to some degree too much about the page 15 mention of; “UK ministers have failed to explain from where they expect the UK to import its food“, whilst in equality, the optional question “Which quality provider of foods is ready and willing to export to the UK?”

In a world where export is essential to any government, is it not interesting that we do not see the latter version in the media, in a situation that amounts to pretty much the exact same premise?

A Food Brexit: time to get real

Departmental Overview 2015-16

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Tagged as Arjen Lenstra, Belgium, Ben Wallace, Big Data, Big-Data Encryption, Brexit, British Retail Consortium, CAP, Coca Cola, Common Agricultural Policy, DEFRA, Department for Environment, Ecole Polytechnique Fédérale de Lausanne, EPFL, Erik Millstone, Eu, Food & Rural Affairs, Fortnum and Mason, France, House of lords, Lee & Perrins, Mars, Netherlands, NHS, Nigel Farage, P&G, Poland, Proctor & Gamble, ransomware, Spain, Switzerland, Terry Marsden, Thales, Tim Lang, UK, United Kingdom, Walmart, World Trade Organisation, WTO

July 17, 2017 · 11:16

Oh La L’argent

Reuters is giving us the news yesterday that there is trouble brewing in France. The article titled ‘France’s Macron says defense chief has no choice but to agree with him: JDD‘ (at https://www.reuters.com/article/us-france-defence-idUSKBN1A00TE). The best way to trivialise this is by going on the fact that the world’s 6^th most spending nation on defence is cutting the defence of France back by almost a billion. Now, for the number one and two spenders in this field, that is a laughable amount. In the national terms it is a little below 2% of that total budget. In light of the UK NHS and other players needing to trim the fat and handover a pound of beef that amount is equally laughably low, yet for France? The article gives us in addition ““If something opposes the military chief of staff and the president, the military chief of staff goes,” Macron, who as president is also the commander-in-chief of the armed forces, told Le Journal du Dimanche (JDD)“, we can see this as hard talk and a kind warning to any opposition, or we can accept that this former financial advisor is setting up the board. He is placing certain pieces in reflection of the events coming in 2018. I wonder if it is merely about defence spending. Even as we see the other quote “General Pierre de Villiers reportedly told a parliament committee he would not let the government ‘fuck with’ him on spending cuts“, the questions are rising on two fronts, fronts that are not them by the way. You see, when we see another source (at http://www.iiss.org/en/militarybalanceblog/blogsections/2017-edcc/july-c5e6/franco-german-cooperation-1efd), we see ‘Can Franco-German cooperation deliver a new European defence?‘, yet the question is not merely the side that matters, it is the quote “German Chancellor Angela Merkel has committed her government to meeting the symbolic 2% defence-spending threshold” as well as “Germany remains far off the 2% spending mark – it is projected to spend 1.2% of GDP on defence in 2017 – and the Chancellor’s main opponent in this September’s federal election, Martin Schulz, has poured cold water on Germany’s commitment to that goal“, this is where the cookie starts to crumble. Is there a consideration that France is cutting costs, to remain on par with Germany, mainly because that would simplify a European Army where the ‘pound’ of all power is based on France and Germany? It works for President Macron, because at that point he could spend it somewhere else, in some form of local Quantative Easing (read: funding economy projects) as well as highly needed infrastructure overhauls. Although, 1 billion will not get this too far, but overall one or two larger issues could be resolved to a better degree, depending on whether he goes for roads or waterworks as a first priority. In all this there is a second issue, which is the combined design of a new 5th generation fighter jet, which will impact both German and France’s defence spending a lot more than anything else.

So as General Pierre de Villiers is contemplating the impact of 2% less, whilst a new jet is on the design table and 2018 will become the year of whatever EU army is up for initial presentation, the amounting costs of that infrastructure change, the General is confronted not with a president, but with a former investment banker that relies on Excel and predictive analytics to set the possible options of a virtual reality against a person who deals in real time events, idle time strategy impacts and an need towards an affirmation of hierarchy whilst having a complete operational army. In all this there is no telling when France gets attacked next and for that the DGSE will need 5 high powered computers with access to a cloud system. With a new encryption that surpasses the current 1024-bit RSA encryption that is used. So yes, that is also going to cost a bundle.

This is not just ‘all about the money’, you see, the IISS article seems to give rise to the Nuclear planning part, but that is not the actual issue that will play. As in any war and any intelligence operation, it will be about the data and intelligence that is acted on, and whilst there is data going back to 2007, that the growing issues becomes a shifting one. With: “Arjen Lenstra, a cryptology professor at the Ecole Polytechnique Fédérale de Lausanne (EPFL) in Switzerland, says the distributed computation project, conducted over 11 months, achieved the equivalent in difficulty of cracking a 700-bit RSA encryption key, so it doesn’t mean transactions are at risk — yet“, the growing deadline was set to roughly 5 years, with the growth of Ransomware and other criminal cyber solutions, we have gone passed the deadline of 2012 and as such, the is now a growing need for matters a lot more secure. when we consider the added quote: “the University of Bonn and Nippon Telegraph and Telephone in Japan, researchers factored a 307-digit number into two prime numbers“, this might be a breakthrough in some ways, yet it still took 11 months to get to the solution, with other solutions like distributed calculating (example the famous Seti@Home program) and the cloud, as well as the fact that the bulk of PC users leave their computers on and way too unsecured, we are facing a combination that could spell cyber disaster. Just consider all those kids working their DDOS attack games. What happens when the computer is not aware because it is no longer attacking places (that can actually register these events), but just silently mulling over data? The person is asleep or at work, now we get that shared options gives us for example 50,000 calculators, changing an 11 month gig into a mere 10 minute job. Now, there is no precedence for this, yet the amount of people that have an infuriating lack of common cyber sense is still way too high (well over 75% too high), so getting to 50,000 computers silently is not the greatest task. It had been made easier by the Microsoft security flaws all over the place and the users not being adamant in upgrading their system when needed, as well as the need from Microsoft to keep on pushing some version of blue (read: Azure), my speculation is not that far away, moreover, it could actually already slowly being used in one way or another (read: extremely speculative suggestion).

Yet, the gist must be clear, the governments, pretty much all over Europe are due a large overhaul of data collectors and data storage systems. Even as we see on how Russia and the US are so called collaborating on quantum computing, those who comprehend the technology will know that whomever has that technology would be able to gain access to any data, it like you using a PC XT, whilst others are all about the Pentium 2, the difference will be that severe.

Yet, this was about France (read: actually it is not). The issue is not just the small disagreement that was going on between two important players within a Western European nation; the fact that it was on a subject and amount that is not that drastic, but Reuters is going with it on the front of its pages. In all this France is also getting the forefront of visibility trying to become the facilitator for the Qatar, which comes with the added danger that France will become more of a target for extremists because of it. Not a given, but it is more likely than not that there is a danger that this will happen.

On the coming year, we see that it will be all about the money, that has always been a given, so it is just telling people that there is water coming out of a water tap, yet it will be growing in the coming year as several nations have overly neglected infrastructures and there is a decent prediction that some part will have to give in, which will require additional budgets. France and Belgium are taking the top ratings on the need to improve their roads and as some roads have been neglected for too long, the road repairs bill could become exceedingly large for those two players. As such, the total debt of France will take a rising hit (one part that France cannot really afford at present) and Belgium would be in a similar predicament. These are the additional elements that President Macron will need to deal with.

Does that not make defence cuts more important?

Well, that is one way to look at it, which is a valid one, yet the rising projects and the growing chance of a European Army start would give rise to either more spending needs in the French defence budget or the French Ministry of Defence could end up having to deal with additional pressure points soon thereafter, in this other nations (including the UK have similar complexities to deal with)

Why the reference to France?

Well, that will become a little more obvious in about a moment, yet it was important to show that the cost cutting on Defence in France is a first mistake (read: blunder) by President Macron.

The article ‘Government offers £2m for scientific research into counter-terrorism‘ (at https://www.theguardian.com/uk-news/2017/jul/17/government-offers-2m-for-scientific-research-into-counter-terrorism), is showing us a first step in regards to solve possible extremist behavioural issues. In my personal view it is a competition that Israel could win hands down as they have been employing certain parts of that with success at Ben Gurion Airport and other places for close to a decade. Yet, doing it in some automated way through data gathering is a new side to that and here is where all the hardware and DGSE comes into play, or in the UK terms, this is where GCHQ could be starting to earn the big bucks (read: £). The quote “The threat from terror does not stand still, so neither will we, which is why we are calling on the best and the brightest from the science and technology sector to come forward with their ideas and proposals to support our ongoing work to keep people safe” is the one that matter, yet overall, even beyond the £2M price, the costs will be decently staggering. You see, this is no longer about intelligence dissemination; it will become the field of real time parsing, gathering and analysing. Yes, the sequence is correct! You see, it requires the analyses of gathered information, parsing new data and overlaying the results, all that in real time. So as I stated earlier by relating this to Paris (and the attacks), it is the applied use of General Pierre de Villiers with the added parsed intelligence in real time. For the non-military trained people. It is like watching a Command and Conquer videogame, yet now seeing the entire map and knowing how the opposition is moving next, whilst in reality you are not seeing the map at all. Look at it as a version of blind chess, Hi-Octane style. Now consider that this is happening in real time at this very moment in London, with all the information of CCTV, facial recognition and back tracking the first attack and then back tracking the faces where it happened, seeing where they came from and seeing how the next event would likely happen and how soon. The computational power would be close to unimaginative large. So when you see ““In light of the horrific attacks in London and Manchester, the government has committed to review its counter-terror strategy,” Wallace will say. “Further to this I am announcing today that we are making up to £2m available to fund research into cutting-edge technology and behavioural science projects designed to keep people safe in crowds.”” we need to consider not just doing that, yet as I stated encryption, it will also require the collected data to remain safe, because the first one to have the manpower and the skill to hit not just in extremist ways with weapons, yet to hit their opponent with a cyber-assault to corrupt the initial data, will not merely have the advantage, it could cripple that forecasting system, implying that crowds will suddenly no longer be safe when an actual attack occurred.

So when we consider “Counter-terror agencies are running 500 investigations involving 3,000 individuals at any one time as they confront an unprecedented threat“, we aren’t being told the entire story. You see, it is not just that, in a crowd event, there would be the need to be able to scan 50,000 people and be able to flag as many and as fast as possible those who are not a threat. To teach a system where to look is one way, where not to look and what to overlook is equally a required skill. To do this in real time, requires loads of data and might not be entirely feasible until quantum computing is a realistic option. When someone tells you that 50,000 people can be easily scanned, we could concur, yet when every person needs to be checked against 200 sources? Consider the lone wolf (or wannabe extremist). Having an initial harmless person in the crowd is one thing, having one that came all the way from Grantham, whilst there is no data that this person has ever attended such an event becomes an issue, now correlate that against the event (like a concert, a humanitarian event or a political rally), how often has this person attended? It might be the first time, which does not make that person a worry, merely a flag that it is out of character. So how many people would have a similar flag setting? Now you get to see the need of exiting gathered data, which gives a rise to knowing those who are merely vested interest people, and optional worries. When you consider that it could require 100 additional flags that give rise to danger, you will now see the need for the computing power required. So how has Israel been successful? Well, they have observers, people who see people walk by, their stance, and their actions, how they look around, levels of nervousness, the way they walk, the luggage they have. The human brain is the most powerful computer there is, the eyes are camera’s that can see more detailed in 3D than nearly any given camera on the market and those persons can read the people walking by. I believe that there is a future where devices can do similar things because they can look different (read: infra-red), not better.

I think that the approach by Ben Wallace, the security minister, is brilliant. He is opening the doors towards out of the box thinking and perhaps set a new stage of technology. There will always be people outside the government who are more brilliant that those within, he is merely inviting them to cast the stone of innovation, I reckon that in light of the technology changes we will see in the next 2 years, the timing is great, time will tell us whether the solutions were real ones too. At least the ball has started to roll and in light of the cut backs by France, the United Kingdom could have a technological advantage that might be a long term solution all others want, which is great too for several reasons of economic growth, which keeps the commercial solution providers interested.

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