Category Archives: Finance

May 20, 2018 · 14:56

Price of freedom

What is exactly the price of freedom? We hear it all the time. Certain things must be done so that we can remain free. You can hear it in the US, the UK, France, the Netherlands, Australia even in New Zealand it can be heard (not just from the sheep). No, it is that currency, freedom that is the question. You see, what exactly is that price and what does every nation have to pay, so that they can be free. When was the last time you considered that part?

When was the last time you got a clear instruction on how to launch a missile so that it lands EXACTLY in what the Houthi’s call “Two ballistic missiles were fired on Saturday evening from Yemen into Saudi Arabia, allegedly targeting Khamis Mushait, a city in the south-west of the country, the coalition forces announced“, whilst in the Saudi Gazette we see: “the other failed to target any populated areas of the city after landing in a desert area“. Now consider the claims we have seen in the past weeks on how they were targeting specific places in Riyadh, which is several times the distance that we saw approached now and the Houthi’s cannot get that right 50% of the time. So when we see “Missile launched at Saudi capital, Houthis claim responsibility“, what are they actually targeting, are they targeting anything? I believe that there are two kind of teams working in Yemen, an Iranian and a Houthi; the better shots were clearly Iranian and with the quote ““This hostile act carried out by the Iranian Houthi militia proves that the Iranian regime is still providing the terrorist Houthi armed militia with qualitative capabilities…with the main objective of threatening the Saudi Arabian, regional and international security,” Al-Malki stressed in the statement.”, the statement is not wrong, but it is not correct either a I personally see it. I think that the Iranians are actively training Houthi troops, so when we realise that they are intentionally firing into dense populated civilian areas. Why is there not a much stronger response from Europe? It was only yesterday that the independent reported (at https://www.independent.co.uk/news/world/middle-east/iran-nuclear-deal-latest-eu-donald-trump-sanctions-miguel-arias-canete-a8359126.html), that ‘it remains committed to accord despite Trump’s withdrawal‘, so that is the price of freedom, a nuclear deal with a nation committed to act in terrorist ways via puppets. The question becomes, what is this so called freedom worth to you, because when you are called on the accountability of what your politicians are doing, are you ready to pay that bill?

In this regard, the Conversation (at http://theconversation.com/trumps-high-stakes-gamble-on-the-iran-nuclear-deal-could-work-96449), offered an interesting thought. With “Though Israel provided a great deal of proof that Iran had lied about its nuclear program in the past, no evidence was offered that Iran was continuing the past record of deceit. The vast majority of experts agree that there is a greater likelihood of an arms race in the Middle East without the agreement than with it“. The statement is more important than you think. You see in the first we get ‘Iran had lied in the past‘, we also get ‘with a nuclear deal there is a smaller chance of nuclear arms acceleration‘ and ‘there is currently no evidence that Iran is currently acting in falsehood‘. They are important because if they lied then, what is stopping them from lying now? There is evidence of Iran acting in falsehood when we look at Yemen, now we have a ballgame, because any evidence of any level of nuclear advancement is a signal for Saudi Arabia to do the same thing, they clearly stated that. The conversation is in the belief that a nuclear deal is better, yet they call this not on the setting it is in, they are now about: ‘There is a chance the re-imposition of sanctions could work. However, it is a high-risk gamble‘, it is set as ‘a possible defence of withdrawal’, it was not about the withdrawal, it is about the nuclear setting where Iran will do what it pleases as it has done so in the past, allowing Uranium into Iran, whilst all players agree that monitoring precise Uranium numbers is not an actual reality, and with both Saudi Arabia and Israel on the firing line, it is not a high stakes gamble that they are willing to make. And leaving the decision of such a gamble with people who are not on the firing line is folly, because they pretty much have nothing to lose, in the worst case, their ego’s get to take on for the team. Explain to me how that was ever going to be a good idea? It gets even worse when we consider that President Rouhani is only in charge as long as the clergy and military agree on his actions, how exactly is that called being in charge? We get this from the NY Times on May 9th, where we see “Iran’s supreme leader on Wednesday hinted that his country might step up its nuclear program, signalling a possible escalation in an already volatile relationship with Washington after President Trump announced he was pulling the United States out of the 2015 nuclear deal”. So that is an outcome that the clergy decided on (apart from their advanced degrees on nuclear physics)? The stated issue by Ayatollah Khamenei is a dangerous one, in light of other materials, there is an increased issue that this deal was not a good idea from the very start.

I still believe that removing the Iranian navy is a first move, not only does it hurt their morale, it sets the Iranian clergy directly in opposition against the military, merely because the clergy thought their side to be invulnerable, there is nothing as uncommunicating as a clergy that knows that they are a direct target. They become the axial in a blame game, a good place for Iran to be in internally (for us). The biggest Issue I saw was not on some Iranians, merely on that a future president could end up being another Mahmoud Ahmadinejad and as such the escalations begin again, yet now that person has nuclear options not a thought you would ever be willing to give any extreme Iranian president.

The issue is not merely the nuclear deal, it is Europe as a whole. When we see “Miguel Arias Canete, the European commissioner for energy and climate, said the 28-nation bloc, once the biggest importer of Iranian oil, also hoped to boost trade with Tehran“, they are ‘hoping‘ to boost trade. This is merely an economic necessity, the European economy is reported to be good, but now consider, it is 1941 and you are willing to deal with Nazi Germany, just to look economically better. Make sure you see the 1941 reference; this is no reflection on today’s Germany. Boosting trade with Iran comes at a price. Now consider that this has been going on for a year and now Iran states: “I would love to do this another three years, yet my good friend Turkey should be allowed in the EU“, now what will happen? A nation that should by the EU’s own standard never be admitted is now optionally a new EU nation. In that part when we consider the quote: “Mr Salehi said Iran had several options, including resuming its 20 per cent uranium enrichment if the European countries failed to keep the pact alive. He said the EU had only a few weeks to deliver on their promises“, this alone is an issue, because it is feasible that Russia has been delivering the hardware needed to an undisclosed location, now setting a different stage. In all this the EU is so willing to set the price of freedom in the basement, whilst knowingly endangering both Saudi Arabia and Israel.

The nightmare scenario

The nightmare scenario is not that Iran becomes nuclear; no it is the same issue when we look back to the era of Nazi Germany. I still personally believe that the State If Israel got created in an effort to get the blood rage that would have haunted Europe for decades off the streets, that danger was very real in 1945-1948. The Dutch NSB members, the Germans in general, we also get the quote “This was a time of often enthusiastic collaboration with the Third Reich, as French police and paramilitary organisations were among the many who rounded up ‘enemies of the state’ and sent them to Germany for extermination.” (I think that this was merely part of occupied France), or what we get from historian Jan Grabowski “‘Orgy of Murder’: The Poles Who ‘Hunted’ Jews and Turned Them Over to the Nazis“, at this point we have 4 countries where a people in utter rage could have persecuted Europeans for decades, that ugly reality alone and not even considering Belgium, Denmark, Italy and a few other places, on how long restorations would have additionally lasted. I am close to 100% certain that it would still be going on by the time I was born, so that image is part of all this.

The reason is that once this goes wrong, when we are optionally going to be a witness to a lynching unlike we have seen for 350 years. When this goes pear shaped and it is close to a certainty that it will go wrong, those who politicised this to happen, might in person feel what it was to be like Cornelis and Johan de Witt, who both got lynched and mutilated by the angry mob on August 20th 1672. These politicians will hide behind complications and mere uncertainties, but so did those who opposed the house of Orange, it did not end well for them.

When that happens, Europe will fall into anarchy, it will happen not because it is destined to do so, but because too many politicians have been trying to sell a bill of goods and there will be escalating levels of mistrust and anger. In this it will not matter whether Saudi Arabia or Israel will get hit, the hit will be enough to make every European politician a valid target for hunting and lynching. Their entire approach to keep every deal going whilst there is too much overwhelming evidence of the unacceptable acts by both Turkey and Iran will be the fuelling cause for it all.

After that I have no way to make any predictions, some politicians will take a long vacation in a nation without extradition the moment things go massively wrong, or try refugee status in America, but those who do not get out in time, will not have any options, they will, due to their own stupidity get hunted down.

Why?

That question is actually a lot more important than you might think. There has been an interaction of politics and media, that has never been a secret, yet in the past there was a level of balance, now, in the age where it is all about commerce and circulation, we see a different setting, the media at large are for the lack of a better term no more than a concubine, who splits her attention between the advertiser, the shareholder and the stakeholder. None of those three are the reader by the way; they merely get introduced to what we now call ‘stories of eventuality‘, which is different from actual news. Most papers merely use what Reuters offer and work with that foundation in any way that they can. This is not a national issue; it is a global one, so when something is not actually nationally set (apart from big events), we do not get the news we get some paraphrased context. Now consider that we have had that for 3-4 days and suddenly there is a nuclear explosion in Riyadh, Jeddah, Tel Aviv or Eilat. When that happens, do you think that the people will remain calm? No, they will be scared out of their minds and all the pretty stories that the news gave, and all the politicians who hid behind ‘we do not expect this to happen’ or ‘it could be so good for us all if it works out’ will not stop a group of people who will add up to many millions, their fear will catch on and they will hunt down anyone related to the Iran Nuclear deal and the messages that they handed out. Like Johan de Witt, they will be trying to get away, but an enraged crowd of that many people cannot be avoided, the only issue is, can those who signed it see that danger in time?

Is there real danger?

That is the part no one, especially me can predict. There is too much not known and even more at times misrepresented, so it is not likely but that merely is set to the foundation of facts, and we are often not given facts, merely speculations (even I am to some degree speculating), I am trying to stay as real as possible, but in light of what I just gave, based on the founding facts that we all have been able to see around us for a few years now. When the fears of nuclear events become reality, which person will not go into fear driven panic? All that, because the politicians of today are set in a battle arena where it is all about the economy and anything that can contribute to that economy must be embraced no matter how the political setting is. That is the setting and even as there is no real stability in that setting, as we see pressure on more than one currency, we will also see the need for intense economic growth and some will give representation that Turkey give options in this, that is the first moment where failure will translate to pressure, when that happens all bets are off and in light of those sliding values, should Iran (yes, I stated ‘should’) do one stupid move in any nuclear setting we will see a different kind of fallout, we will see the kind where the bulk of 740 million Europeans will all pretty much lose it on the spot, that is the moment where we will see on how ‘speech making’ will be a hangable offense to those people, no courts, no judges, millions of hysterically enraged (enraged through fear) who will seek people to hold accountable (the blame game), that is the wrong day to be a politicians, let me tell you that much.

Now, I do not think the danger is that big, although it is directly linked to the acts of Iran, so it is not zero. The real danger is grown with the moral setting of both Iran and Turkey, the fact that some want to keep the discussion going, whilst it should have been discontinued a long time ago will also count. We are heading into murky shallow waters and the end game cannot be predicted, merely because of the amount of players and they all have their own needs. Yet the one part that I do not fathom is that some are willing to add the ‘price of freedom‘ as a currency to calm both political and economic waters with people who have no regard for either element in that setting, a dangerous precedent I think, but that might merely be me.

 

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May 18, 2018 · 13:57

Interaction

Today is part on what happened, what we see now and something from the past. It started yesterday when the Guardian (at https://www.theguardian.com/politics/2018/may/17/vote-leave-strategist-dominic-cummings-refuses-to-appear-before-mps) gave us “The chief strategist of the Vote Leave campaign has refused to appear in front of MPs, risking possible censure from the House of Commons but also raising questions about what more can be done when a witness ignores the will of parliament“. Apart from the folly of his action, there are other questions beneath the surface and they must be answered. Now, for the record, I have been in favour of Brexit! I have my reasons and I will introduce you to some of them. When I see “Dominic Cummings, who has been credited as the brains behind the successful Brexit campaign, told the select committee investigating fake news that he would not be willing to answer questions in public before the Electoral Commission finishes its ongoing investigation into his campaign” I do see a valid concern and even as I called it folly, which it partially remains, there is the setting that these MP’s need to come in front of the camera as well. I have serious questions from these MP’s and if they cannot answer them to MY satisfaction, they should be removed from office, it is THAT simple.

When I see that the leave groups have connections to Cambridge Analytica, I have questions as well. Even as we see “questions about the use of Facebook data during the EU referendum campaign“, we need to make certain that we are not caught on the rings of misinformation and that is happening on both sides of the isle in this case.

You see, to get to the core of it we need to look at the entire mess. Some are still willing to blame it all on Nigel Farage, but it goes deeper. He brought something to light, the issue is that we have had a massive amount of question marks before it started and that remains in the dark. The corrupt and the exploitative never want the limelight. The fact that Nigel brought to light issues on a larger scale needs to be commended. For the longer time, there had been an issue. Even as there was such a large level of positivity in 1975, by 2016 there was not much positivity left, the numbers show a degradation of the interest in being part of Europe. We see all those messages and news casts on how good things are, yet were they? Apart from the large corporations having benefits which did not go beyond the board of directors and senior sales staff having ‘training’ sessions in sunny places, the wheels of the system continued by the workers, by the support systems and the logistics who never saw anything in support return with the optional getting wasted evening on a Christmas party, that was the extent of the appreciation given. When we look at the issues from 2004 onwards we saw stagnation and until 2017 we saw no improved quality of life, whilst bills went up and incomes froze. In all this we see not an increase of living and future, merely a setting of getting by at best. That was never a good setting. So as we consider that the UK had EU costs. Some state “But the UK actually paid around £275 million a week in 2014 and paid around £250 million a week in 2016“, we also see (at https://fullfact.org/europe/our-eu-membership-fee-55-million/) a few additional numbers. The numbers look nice, but they leave us with all kinds of questions and the mistrust grows as we are not offered any clarity. It is largely seen with “the EU spent nearly £5 billion on the public sector“, would that not have happened if the UK was not part of the EU? We also see “Extra money not counted here, goes directly to the private sector“, is that perhaps merely commerce? When we see the ‘gravy trains‘ running in Europe on how some ‘elected’ officials make 10 times the average income, questions come to the surface and the EU has never given proper response that is one part that has been setting people off. It becomes even worse when we see ‘Different figures from different sources‘ with the part “The Treasury and ONS both publish figures on the subject, but they’re slightly different. The ONS also publishes other figures on contributions to EU institutions which don’t include all our payments or receipts, which complicates matters“, it is not the ‘complications’ it is the lack of clarity and transparency, transparency has been an issue for the longest time in the EU and the people have had enough. The UK has seen close to no benefit to the EU, only the large corporations have benefited, those who need to work internationally anyway, so 1,500 corporations have a benefit and 150,000 do not and that is a visible setting that the UK faced. Even as we see ‘open borders‘, the fact that well over 60% has not been able to afford vacations for many years see no benefit, the setting had become too surreal. In all this we also need to realise that setting that the ECB have given all involved, whilst everyone keeps quiet that the taxpayer gets the bill. Everyone is seeing this fabric of illusion call quantative easing. Mario Draghi as head of the ECB had instigated a setting TWICE on this spending a trillion the first time and almost double that the second time around, so when you spend €3,000,000,000,000 do you think there will not be any invoice? Do you think that this money is printed and forgotten? No, it impacts all within the Euro, as money loses value you must pay more, you must pay longer and there is nothing you can do on this. Non-elected official spend that much money and they are not held accountable to any extent. In what I personally call a setting of corruption, this Mario Draghi was in a group of exclusive bankers (G30 bankers) and there was a question on it ONCE! There was no response and the media merely let it go, the media that is all up in arms on the freedom of speech did NOTHING! They let it slip away, how can we ever agree to be part of such a setting?

We have given away the quality of life and we are letting this go, in that regard Nigel Farage was perfectly correct, we are better of outside of the EU. The moment we heard this we got a lot more than a few ruffled feathers. Banks started threatening to move away, the same screwed up individuals who bolstered massive profits in bonuses as our lives faded in 2009; they are all about the gravy train. Why should anyone support this?

Now we get a new setting, with Cambridge Analytica, people woke up! I warned many people for well over 4 years, but they were all about ‘the government should not spy on us, we have a right to privacy‘, those same individuals got played in Facebook, pressed on fear, pressed on choices and like lambs they went to the slaughter and no one ‘blahed’ like the sheep they were. Yet there is a setting that is now in the open. When we act on fake news, is that fraud? The news was not asking us to jump, the people at large merely did and now they are crying fowl (pun intended), the turkeys got the sauce and now realised that they were going to dinner, yet they were the meal, to the ones getting fed.

So now we go back to the first setting. We have two issues; the first is the investigation from the Electoral Commission. That investigation is still ongoing, so why exactly is the digital, culture, media and sport committee rolling over that event? When we see the quote “lawyers had told him to “keep my trap shut” until the Electoral Commission completes its investigation into Vote Leave this summer“, I tend to fall behind Dominic Cummings in all this. When we look at parliament and specifically the ‘Digital, Culture, Media and Sport Committee‘, I personally come with the blunt and direct question (and as politically incorrect as possible) with the question to the conservative members Damian Collins (Chair), Simon Hart, Julian Knight, Rebecca Pow and Giles Watling. In addition also to the Labour members Julie Elliott, Paul Farrelly, Ian C. Lucas, Christian Matheson, Jo Stevens as well as Brendan O’Hara from the SNP. My question would be: ‘Who the fuck do you think you are interfering with an investigation by the Electoral Commission?‘, I might get shut down that they have a perfect right, but in all this, the overlap, this does not add up well. This is about interfering, creating opportunity perhaps? We can all agree that there are issue, that there are coincidences, yet with the exception of the Scottish and Welsh member, they are all from Brexit constituencies, I think that this bad news is going to their heads, and serious questions need to be asked by the media regarding a committee that is what I call clear interfering with an electoral investigation. Is that not a valid question? Oh, and for the number, you can check that at http://www.bbc.com/news/politics/eu_referendum/results.

the other quote we need to consider is “It is the second time this week that a potential witness has turned down a formal summons to answer questions from MPs, after Facebook’s Mark Zuckerberg turned down a request from the same committee“, so why are they, trying to get Mark Zuckerberg in the ‘dock’? Do they need the limelight? What silly questions could they ask that the US senate could not come up with? Another quote from Dominic Cummings was “He said he had been willing to give evidence to the committee after this date, but the MPs’ decision to issue a formal summons via the media showed their priority was “grandstanding PR, not truth-seeking”” and I tend to agree with that.

When I look at two publications, the first being “The potential impact of Brexit on the creative industries, tourism and the digital single market“, I see issues, I seem them as personal issues, merely on what I have personally witnessed over the years that I have visited England. The first is “There is a phrase people like to use, “Locals selling to locals”. It does not matter whether it is the box office or the Royal Opera House or whether it is the distribution department of a television company selling finished programmes or formats, you need multilingual, multicultural teams to sell great British content around the world or to sell great British culture to tourists who come“, which might be true as a setting, yet in practicality? This is about local selling skills, how many grocers are hiring foreigners to sell a great cabbage? I also have an issue with Deirdre Wells, Chief Executive of UKinbound. She gives us that she employed; “70% EU nationals in their London office so they can communicate with the outbound operators in Germany, France and Italy and create those sorts of business deals in their own languages—that is still primarily how business is done. They need those language skills with skilled operations staff who can work with their clients overseas to be able to put these packages together“, which is interesting as most metropolitan Europeans speak English, in the Netherlands, Sweden, Denmark and Norway that language skill is way above average. Now, we can accept that language skills are important, yet when I see the footnote (16) and I look there, we see: “16 Q63“, I wonder what Q63 actually was, it goes a little further when we consider the issue given with item 31, where we see “Visit Britain emphasised the dearth (meaning lack of skill) of language skills available to tourism and hospitality businesses and compared the lack of skills affecting tourism with the IT skills required by the wider business community: In a 2013 survey of businesses by the Confederation of British Industry only 36% were satisfied with their employees’ language skills, compared with 93% who were satisfied or very satisfied with school and college leavers’ skills in the use of IT.“, here we see a reference to ‘IOB 027 p6‘ (at http://data.parliament.uk/writtenevidence/committeeevidence.svc/evidencedocument/culture-media-and-sport-committee/impact-of-brexit/written/42076.pdf), the paper gives a good view, yet it lacks a view of the Total EU compared to the rest of the world, when we see mention of “70% of respondents agreed that ‘the weak pound makes it a good time to visit Britain. This was highest in China (85%) and the US (78%)“, so if that is important, how large a slice of the cake do they represent? In light of that connection we need to see how important the EU slice is, if we are looking at a margin compared to the US and China, why are we bothering over the crumbs? At present we cannot tell, because it is missing, which tends to imply that the impact is not as large as expected, because I am (roughly) 89.4335% certain that if it was massive (compared to China and US) it would have been mentioned clearly and shown in some kind of Pecan Pie setting. [42076]

The second setting is seen in ‘Facebook written evidence‘ as published 26th April 2018 [attached]. Here we see in regards to This Is Your Digital Life “When an advertiser runs an ad campaign on Facebook one way they can target their ads is to use a list of email addresses (such as customers who signed up to their mailing list). AIQ used this method for many of their advertising campaigns during the Referendum. The data gathered through the TIYDL app did not include the email addresses of app installers or their friends“, which make the plot thicken, in addition we see “We also conducted an analysis of the audiences targeted by AIQ in its Referendum-related ads, on the one hand, and UK user data potentially collected by TIYDL, on the other hand, and found very little overlap (fewer than 4% of people were common to both data sets, which is the same overlap we would find with random chance)“, so at this point, I see no actual need to invite Dominic Cummings at all, or better stated, inviting him before the Electoral Commission finishes its report, it seems that certain members like the limelight a little too much. In addition we are treated to: “Our records show that AIQ spent approximately $2M USD on ads from pages that appear to be associated with the 2016 Referendum. We have provided details on the specific campaigns and related spending to the ICO and Electoral Commission. In the course of our ongoing review, we also found certain billing and administration connections between SCL/Cambridge Analytica and AIQ. We have shared that information with ICO for the purposes of their investigation“, it merely makes me wonder more on things being done twice at the same time, if there is validity to this, I cannot see it at present, at least not until the Electoral Commission is published. It makes perfect sense to scrutinise the findings to some degree, but to give two summaries at the same time overlapping one another is merely a way to diminish factuality and muddy transparency as I see it. Written-evidence-Facebook

In this, Yahoo had an interesting article last year at https://uk.finance.yahoo.com/news/brexit-remain-campaign-struggled-grasp-145100601.html), herer we see M&C Saatchi give us: “The downfall of the “Remain” campaign during Brexit was due to its inability to understand the electorate, according to the advertising chief enlisted to run the campaign. M&C Saatchi’s worldwide chief executive, Moray MacLennan told CNBC in the latest episode of Life Hacks Live, how M&C Saatchi’s unsuccessful Remain campaign struggled to grasp what the British people were really thinking about. “Everyone thought it was about leaving the European Union. I’m not sure it was. It wasn’t about that. It was about something else.”“, this is important as chair holder Damian Collins used to work for M&C Saatchi, so for the chair to take notice of his friends (if he has any), might not have been the worst idea. in that light, we see that there are issues that plague the British mind, yet the Remain Group never figured out what it was, which now gives light to all but to (Wales and Scotland) ended up with a ‘leaving’ constituency. It seems to be a mere example of a flaming frying pan, and no lid to stop the flames. In that, in light of the fact that M&C Saatchi tends to be terribly expensive, I wonder who funded that part of the deal, is that not a fair questions too?

As I see it, Hannah White, of the Institute for Government states it best when we see “Every time everyone observers the emperor has no clothes, in that parliament can’t force people to come, they lose a little bit of their authority“, which is an awesome revelation, so as we witness levels of interaction, whilst we are realising that the players should have known a lot better than what we are witnessing gives rise to other matters. What matters that they are why they are larger than you think remains a speculation to some degree and we all will have our own ideas on that. Yet without clear and accurate data it is merely speculation and we should not depend on speculation too much, should we?

Or perhaps when we consider ‘Dominic Cummings, who has been credited as the brains behind the successful Brexit campaign‘, we might, in light of the Moray MacLennan disclosure consider that Dominic Cummings comprehended the voters and Will Straw (the opposing team leader) did not, we need to realise that wars have been lost with a smaller disadvantage like that, so the Remain group might merely have themselves to blame for all this. If interaction is about communicating, we can deduce that not properly communicating was the cause, and in this the grandstanding by the Digital, Culture, Media and Sport Committee will not help any, will it?

 

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May 11, 2018 · 13:23

Seeing correctly and that view’s danger

The title makes no sense to some, if you see something correctly, why is there danger? You see at present we have what some call a fluidic situation in regards to Iran, Israel, Russia, Saudi Arabia and Turkey. They are all connected and as such, certain parts I stated yesterday have been proven correctly. Now, the longer game cannot be predicted, because when they are moves and countermoves in a setting that changes, we cannot always predict certain moves, they are based on intelligence out there and internal intelligence available. For example, in the gaming industry, we see ‘leaked’ information from both Microsoft and Nintendo, yet is it actually leaked as we see it, or did their marketing/corporate department leak information to get the feelers out, to test the audience, in the month preceding the biggest gaming event of the year in the world, it does matter, there are 200 million gamers up for grab and Microsoft felt directly how negative that can get in 2013; what it feels like to piss all them gamers off; it took 3 years to stop the damage, now consider that this is not a video game, but a political arena where it is about billions, about lives and about setting the world stage, the stakes get to be higher. So as I said “the connection between Ayatollah Ali Khamenei and the Iranian military is closer and stronger than either of them ever had for President Rouhani, that is the setting and even as both ‘tolerated’ the elected president, they have been ready to go it alone” (on May 7th in ‘Stopping Slumber, Halting Hesitation‘). Reuters gave less than a day ago (at https://www.reuters.com/article/us-iran-nuclear-rouhani/irans-rouhani-seen-as-lame-duck-after-trump-ditches-deal-idUSKBN1IA287), where we see ““Khamenei prefers a weak president. Rouhani will serve his term, but as a lame duck,” the diplomat said“, so not only am I correct, the dangers of a hardliner replacement like Mahmoud Ahmadinejad is not just likely, it is now almost a given that whoever comes next is not a puppet, it is a person completely in line with the hard-line position of Ali Khamenei. Now we don’t get to have a ballgame, now we have a hard-line setting that will impact the entire Middle East. Reuters got this from ‘an Iranian diplomat, who declined to be named‘, just like Nintendo and Microsoft, Iran is now testing the waters on who stands where. Iran’s larger issue is not on how it attacks Saudi Arabia, it is on how the others react and at present it seems like there will be forceful defence of Saudi Arabia and Israel, their position and what they feel is justified. The US and Europe are in their corners. That is the issue Iran is dealing with, because there is a clear support against Iran, whilst at the same time we see ‘Putin Is Giving Israel a Free Hand against Iran in Syria. But He May Soon Have to Pick a Side‘ (source: Haaretz), as well as ‘Russia seeks to take mediator role between Israel and Iran‘ (at http://www.arabnews.com/node/1300286/world), this is more important; as we see “Russian Foreign Minister Sergei Lavrov said on Thursday that “all issues should be solved through dialogue.”“. There is the crux of the matter where we see that Russia will most certainly not back Iran, but will at times come to their supportive aid (at a price of course), especially when they can have a go at the USA. That last part is speculative from my side, but we have seen enough evidence over the last year to see that be a partial gospel truth, or we could water it down with: ‘it is the crutch of the matter as Israel ends up having Iran by the balls at present’

Even as we accept “Russia has become a major player in the Middle East since intervening in the Syrian war on the side of the Damascus regime in September 2015. Analysts also highlight its role as mediator in other conflicts in the area“, as a lot of it is true, depending on the coloured lenses you wear in your glasses, but the foundation has a setting. In this Russian analyst Fyodor Lukyanov is correct. Alexander Krylov, a foreign policy expert at the Moscow State Institute of International Relations gives us “The role of Russia as a mediator is strongly appreciated in the region. This role will be reinforced if the crisis between Israel and Iran worsens,” that too is true, because bluntly stated at present America has no real credibility left outside of the actual support given to Saudi Arabia and Israel. The Middle East is a lot larger than merely Saudi Arabia, even as they are not seen as large players, the still pack a punch and as such the UAE and Qatar will have a voice. The setting at present does not give the UAE a pro Saudi view (speculative) but in equal measure they will not side with Iran as I see it, not on this scale. Even as there is a link between Qatar and Iran, it will not hold, when hostilities grow, Qatar will isolate themselves away from both parties because the largest fear for Qatar is that they become the beachhead for Iran or the entrenchment for Saudi Arabia. When either of the two happens, do you think that after that Doha will look like this?

Just google: ‘Images of Ghouta‘, that is how Doha ends up looking like with a FIFA event merely 3 years away, so that would be instantly cancelled at that point, oh,. FIFA is already on that, not merely because it is Qatar, the anti-Qatar slurs of the media has been long and lasting, a (let’s just be blunt) fucked up situation caused by stupid greedy people who have been taking the longest gravy train ride. When we are all treated to “The British press continues to be hostile towards Qatar because the tournament will be held during winter, to avoid the searing heat in the Gulf“, because they want a 100% exploitative coverage, and Qatar with its weather got in the way of that and large sponsoring corporations like Coca Cola and every other FIFA sponsor now get a 40% reduced bang for their exploitative buck, now they are suddenly willing to go all out, and it links to all this, it matters!

In that setting we are treated to half-truths, especially by the media who willingly looked the other way on all allegations regarding Sepp Blatter, or is that ‘step bladder’ as he was pissing all over everyone for the longest time? When was the last time when you looked at all the work from BBC reporter Andrew Jennings? He was ignored and partially shunned as I see it, and as we saw the escalations regarding all this with “In 2012 the Sunday Times revelations sparked a genuinely independent inquiry by a former US attorney general, Michael Garcia. This report was delivered to Blatter, but he has refused to publish it in full“, the full report was never shown (at that time), merely an example of evidence on how large corporation are in charge and the law is just a nasty side effect that can be ignored when certain people call the shots. So when we see ESPN give us “While the mystery of what details are contained in the full 430-page dossier has been revealed, it does not contain any additional proof of major acts of corruption. However, Garcia said some bidders tested rules of conduct to the limit“, that is ESPN, a sports channel, not the Times, the Guardian or any other newspaper that should have taken it to the front page. The article started with “FIFA released the full contents of the Garcia report that examined alleged corruption in 2018 and 2022 World Cup bidding on Tuesday, one day after it was leaked to German newspaper Bild“, so there is clarity, FIFA only released it when they learned someone else had it already. That is the game played by the press who are ALL afraid for another Leveson inquiry for them to be held to account. In this we see people like James Quincey (CEO of Coca Cola) get to tell the media and others what to do, we see that politicians are no longer in charge, they are merely caretakers, janitors of the high and mighty and the press remains around as mere facilitators of the lot. In this there is another matter that I can feel happy about to message towards Martin Ivens, editor of The Sunday Times to get the fuck out of his office and never return to media (period)! Remember the claim of “obtained millions of secret documents – emails, letters and bank transfers – which it alleges are proof that the disgraced Qatari football official Mohamed Bin Hammam made payments totalling US$5m (£3m) to football officials in return for their support for the Qatar bid“. In all this he is allowed one defence, by publishing all the evidence he claimed to have had. But that will not happen will it?

How is this related?

The entire setting of the Middle East is set for our eyes in misrepresentation by newspapers all over the world. They tell the stories that they are told to tell. I call it at times, writing with blinders, like a horse so they do not get scared by all the events around them. it is one thing to not inform us of everything, another to give us a pack of lies, to stack the deck against us and in all this the media is still at it, facilitating for all the Satya Narayana Nadella’s and James Quincey’s in the world, they are not alone and there are a few. In this these two named people are not evil; they are merely representing the best interest of their shareholders, which is their function is it not?

That is what is in play, Qatar will soon be optionally in the thick of it and their only safe move is not to play the game, to isolate them from their opposition (Saudi Arabia) and their non-friend Iran, they basically have no moves available and that is fine, but we need to make sure that the people realise and understand that no matter how they got to a certain stage, they need to remove themselves from the game, no longer be the pawn in this, the Iranian setting has shown to be adversarial and committed to a long term game to become an active enemy, delusional imagining themselves as conqueror of Saudi Arabia and the exterminator of the state of Israel, but not at the same time, that was never going to work, this is why it is my personal view on the matter that Iran resorted to ‘puppets’. Turkey and Hezbollah are the main ones, they were trying to be as thick as thieves with Russia, but they are no fools and they took the middle path at the earliest setting of them getting into warmer waters. Now the other players see certain matters evolve and whilst Mossad was kind enough to give the people something to read about, it was not enough, yet when we aggregate 15 months of news cycles, we see a path that shows a long term commitment of Iran taking a different path, the path I feared when people were trying to get cosy to President Rouhani to alleviate Middle Eastern tensions (in perfectly valid ways), the truth (as I personally see it) was that Iran had no one to replace Mahmoud Ahmadinejad, a committed hardliner, a politician that does the bidding of Ayatollah Ali Khamenei and Major general Mohammad Bagheri. They needed one that accepted both and I expect that one is in the works, but President Rouhani (the lame duck as voiced by one Iranian diplomat) is not that person and the other two are too powerful for President Rouhani, there will be no moderation in Iran. They are set to destroy their opponents no matter what, their one view is the only one that counts and as such, we might prefer to not be part of it at all, especially as non-Muslims, but they have given us no option, none that are diplomatic that is, we have to side with Saudi Arabia in that setting. Qatar is standing in a shallow spot with too many requiring water, and as solutions dry up, there is every option that Saudi diplomats, together with the GIP (Ri’āsat Al-Istikhbārāt Al-‘Āmah) can change that setting. I personally believe that Iran overplayed its hand a little too soon; perhaps they thought that the timing was right? It remains speculative yet the setting is now that the Iranian Qatar links can be (permanently) broken, in addition to all that the setting offers an option to ‘rekindle’ certain connections with the UAE which now puts the entire Yemen/Houthi situation in play where with the removal of Iran things could be resolved and actual humanitarian aid could commence, which would be a relief for millions of people all over the world. In both matters Iran ends up holding the wrong cards and an additional crack in the Iran/Hezbollah veneer could be created, in this setting, no one will care about the survival of the terrorist organisation Hezbollah and their only path is to hide in the deepest hole, hoping that some of them might survive at best.

I am certain that the matters are seen correctly, we are in an almost hostile setting where we limited options by misrepresenting nations and their views for the need of corporate greed (Qatar), we have been facilitating through all kinds of means to get a fictive deal in place, one that is shown more and more to never have been realistic (Iran), we have alienated other nations by demanding that they adjust to our way of thinking (Saudi Arabia) and in all this we went out of our ways to not hold others accountable because of other needs that the EU had for their personal little deals (Turkey), it is in all this that we should be creating a solution path, yet some have limited moves through previous acts and now that there is a time limit in place to prevent serious escalations, we suddenly see that we are in a place where Russia of all players ends up being the best placed for mediation in this, which will of course delay the second cold war for a fair bit, so we have that to look forward to as well.

In all this we see another reflective part towards this situation and the entire unacceptable mess within FIFA. With ‘Swiss prosecutor appeals for cooperation on FIFA case file‘, we see: “Switzerland’s attorney general has a message for his foreign counterparts as his office pores over reams of seized documents and dozens of criminal cases linked to FIFA: “Come to us.” Michael Lauber said Friday the investigations require both quick action and patience, and noted “good developments” like how growing cooperation has led to 45 requests for legal assistance from Switzerland with regard to soccer“, as well as “One of the complexities, Lauber said, is that Swiss law has no clause for cases of private corruption, meaning that his team has to find creative ways of going after suspected wrongdoing at times — as with the disloyal management allegations against Blatter“. This is interesting as most of the media left us in the dark, but moreover, we see that this was given to us on April 20th 2018. The question becomes regarding FIFA, what other options were never looked at or actively engaged in, and if this escalates and explodes, do we have any recourse left?

Are we in a place where corporate corruption in facilitating towards media and big business in all this is tolerated, what is left for us? If the sports can no longer be trusted, can we merely claw back to the old days that there are no licenses and sports can be freely covered by any media, remove all exclusivity whilst banning advertisements on EVERY sport event. So how many heart attacks could I cause in these higher corporate echelons by demanding this move to be made by the UN on a global scale?  #IDoHaveASenseOfHumour

When you see the media outrage on freedom of the press and the right to know, should that not include coverage of events? In that regard, when the media screams at that point, who will they be representing, the shareholders, the stakeholders, the advertisers or those watching the event, the actual audience? Now take that view towards the Middle East and the escalations and limitations we see, and especially the innuendo not backed by facts or evidence. The Middle East situation is indeed more complex, yet in part we made it that way, so when we see Amnesty International (at https://www.amnesty.org/en/latest/campaigns/2017/02/free-turkey-media/) with ‘Turkey: Journalism Is Not A Crime‘, and we realise the quote “Since the failed coup attempt in July 2016, academics, journalists and writers who criticise the government risk criminal investigation and prosecution, intimidation, harassment and censorship. Coupled with the closure of at least 180 media outlets by executive decree under the state of emergency, the message – and the resulting effect on press freedom – is clear and disturbing. The severity of the Turkish government’s repression of the media is such that it has been described by some as the “death of journalism”“, so when we see this and also realise that this is not the leading story in EVERY newspaper in the free world, why is that? Now consider last January we got: “Turkish President Recep Tayyip Erdogan was in Paris for talks with Macron, part of efforts to improve his government’s strained relationship with Europe. Macron confirmed that Turkey’s wait for EU membership was far from over and suggested a partnership instead in the meantime“, the use of ‘meantime‘, an implied setting of facilitation and the fact that Europe is bending over backwards allowing Turkey to get the sweet spots and not being held accountable for not one, but optionally two genocides (Armenia and Kurds). Can anyone explain where the press is in all this, because it remained ambiguous for the longest of time!

So in the end, how should we see that endangered view, is it merely projection versus perception? I do not belief that this is the case, but that might be merely my view on the matter.

And he game is not over, the issues we will see next week will be impacting on several issues at present and not only for the nations separately, some of the links will be influenced by several events and high end meetings, so next week I might end up looking entirely wrong, as we see some state it in a certain way, like for example: “it was in everyone’s best interest to make certain changes to the agreement as it was currently set”. That is the mere reality of the matter. Yet they will not change the answer, they will end up changing the question so that it matches the answer, which in the end is not the same.

 

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May 10, 2018 · 13:02

Iranian decisions

At 00:10 Tel Aviv Time, roughly 07:10 here, the time of waiting was over, Iran has fired its missiles on Israel making the outstanding option of an impending war a lot more realistic. In this the Guardian gives us (at https://www.theguardian.com/world/2018/may/09/iran-fires-20-rockets-syria-golan-heights-israel) “Iranian forces stationed in Syria fired approximately 20 projectiles at Israeli military positions in the Golan Heights just after midnight on Thursday, Israel’s defence forces (IDF) said“, in addition we see “Several but not all rockets were intercepted by Israeli air defences, an IDF spokesman, Lt. Col. Jonathan Conricus, told reporters“, whatever happens, will happen soon, because if sch a barrage cannot completely be stopped, we can deduce that it will not take long for Iran to take a more targeted notion, yes, my version is speculative, yet the warmongering words from the last weeks gives rise to take it all a lot more serious than it has been taken in the past. So when we see ““The IDF views this Iranian attack very severely,” Conricus said. “This event is not over”“, we better believe that more is to come. There is an additional setting, this attack could only have been done with the approval of President Bashar al-Assad, so he is feeling secure enough with Iran and Russia backing him, so the picture changes on a few fronts, this is no longer merely settling whatever Iran thought it was settling, this could have much larger repercussions. Turkey is already voicing support for Iran and siding with Russia (they are playing their hand cautiously, yet Turkey is all in with their anti-Israel views. It gets to be worse, because as the US pulled out of the nuclear Iran accord, we now see ‘EU rushes to arrange crisis meeting with Iran over nuclear deal‘ (at https://www.theguardian.com/world/2018/may/09/eu-moves-to-protect-european-firms-from-us-sanctions-on-iran), so even as we know that there are several things wrong, even as Iran meddled in other business and now is responsible for direct missile attacks on Israel, we see that Europe is still trying to make some level of a deal with Iran. It goes even further when we see “Work on the package being coordinated by the European Union is at an early stage, but the EU is being urged to warn the US it will impose countersanctions if the US attempts unjustifiably to cripple EU firms trading with Iran“, yet the foundation is that there has been more and more overwhelming evidence that Iran has not been dealing in good faith. When we consider the earlier settings that I mentioned 3 days ago in ‘Stopping Slumber, Halting Hesitation‘ (at https://lawlordtobe.com/2018/05/07/stopping-slumber-halting-hesitation/), we can just quickly decide that they were prepping for all this, which would be incorrect, yet the fact that 20 missiles got there so quickly to be fired on the Golan heights also indicates that there was Iranian willingness to go that distance in several political branches and on pretty much all military levels, which is equally unsettling. The issue is that the EU remains a lot quieter when it comes to the involvement of Turkey. It is a personal view of mine, yet I believe that there will be diminished needs soon enough and there is a Turkey EU membership play coming. The beginning of ‘compliance delay messages‘ is merely an indicator, I believe that the fear mongering will get worse and too many parties are playing that game, that whilst the denial of Turkey into the EU should have been clearly made well over a year ago.  So when we are treated to “The European Union is scrambling to arrange a crisis meeting with Iran after Donald Trump pulled out of the nuclear agreement, as the Iranian president Hassan Rouhani said Europe had a “very limited opportunity” to save the deal“, we also need to keep in mind that terms like ‘could’ connected to ‘shut down UK’ on EU laws, this level of fear mongering is just beyond acceptable and we might all be better off in a direct war and whomever survives will suddenly demand near draconian treatment of the media, even as Leveson 2 is (for now) off the rails, the next crises will not go that smooth for whomever is demanding greater accountability of the media. That is not the only part, the entire Turkish economy and the S&P decision to regard Turkey. As it junkified its currency rating from ‘BB/B’ to ‘BB-/B’, we see a larger impact and when we consider that the Turkish lira (TRY) has fallen 7.4% this year and in that setting, including the corporate debt problems that Turkey is facing, the entire blow hard whilst they are not producing any music is more than merely wind in the air, as Turkish economic growth has been fueled by cheap international credit, we still see the need to pay for all that and now as we see (actually it was last month) with “Yildiz Holding—owner of the brands Godiva chocolate and McVitie’s biscuits requires a complete restructure of $6.5bn of its total $8.5bn of debt by the end of this week“, a cookie factory having an eight billion dollar debt? What else is in such disrepair? That shows just how desperate Turkey is at present to get into bed with almost anyone, that is what we are allowing in our midst and there is no level of fear that seems to be reflecting off the sides of EU Brussels and Strasbourg, which is also unsettling, now as they are optional diplomats in a really bad case of reconsideration by merely the EU to get the nuclear deal going, now we see the rise of mentions and soft press tapping on Turkish doors.

That alone should scare us beyond measure!

There is no case against it all and whilst Turkey is at a stage what some call ‘Hostage Diplomacy‘ whilst they are now upgrading their arsenal with the Russian S-400, the game switches and none of this will end up having a happy ending. For now we can leave Russia out of this as its focus is merely the US, or intermittent board hugging to make the US look bad via the EU, yet overall the setting here is not too negative (for now), the issue merely becomes hoe friendly it needs to remain with Iran in the mix, because there is the game on a different level. From my point of view there is a certain level of polarisation, even as Europe should stand next to Israel, it seems intent on standing ‘diplomatically‘ alone so that they need not stand opposing Turkey, that is merely one view, yet in light of its financial hardships and Turkish needs to be seen positive towards becoming an EU nation is not a good combination. So when we see the EU with “As long as Iran continues to implement its nuclear related commitments, as it has been doing so far and has been confirmed by the International Atomic Energy Agency in 10 consecutive reports, the EU will remain committed to the continued full and effective implementation of the nuclear deal“, which all might be very true, yet Iran has shown different colours in Syria and against Israel, so that stance is not merely wrong it promotes polarisation. On the one hand, the EU is not doing anything wrong from that one treaty point of view, yet in light of what we have seen in Syria, there are a lot more issues in play, not all are on Iran, some are allegedly issues for Iran to answer, but I wish to not use that in the examples, merely because they are allegedly part of anything, meaning they are part of nothing until confirmed and when we consider the utter uselessness on the last chemical attack reports, certain Syrian issues cannot be labelled to anyone but Syria itself. So as things in Syria escalates and as Iran is escalating them, or at least actively part of the escalation, the EU will need to take a stance sooner rather than later, they prefer later, yet when they are forced onto a corner and they select Turkey and Iran over Israel, the game will quickly change and not only is Europe feeling that drain, the impact that will happen in the middle East, is one that Europe will suffer for a much longer time than they bargained for and there is no quick solution for the wrong decision. That will be evident pretty soon at this stage.

So as we see one side evolve, we see in similar news from the Wall Street Journal (at https://www.wsj.com/articles/missiles-fired-at-saudi-arabia-signal-support-for-iran-by-its-proxies-1525886469) the mention “Iran-backed Houthi rebels in Yemen fired a barrage of missiles into Saudi Arabia on Wednesday, an early indication that Iran’s allies in the Middle East are likely to flex their muscles in a show of support for their patron—risking a wider conflict“, I think that these events which were apart by merely a few hours had some levels of coordination. So when we see “Yemeni army forces, supported by allied fighters from Popular Committees, have fired a salvo of domestically-designed and -developed ballistic missiles at “economic targets” in the Saudi capital city of Riyadh in retaliation to the Al Saud’s devastating military aggression against their impoverished country“, we need to keep a clear mind. The missiles are said to be Yemeni (Borkan H-2 missiles), yet the information on the H2 is that it is said to be a short range ballistic missile with normally a range of about 1,000 kilometres (620 mi) or less. Even as we see it is almost capable of making the 1,036 km to Riyadh, the setting that we see with ‘economic targets‘, whilst at the maximum distance, the chance of actually hitting what is aimed for at the maximum range is a lot less likely or possible, not without and ace rocket and ballistic expert at the missile site; the Houthi’s are a little short on both, so we have, in my personal opinion, either Houthi’s that want to hit any part (mainly civilian parts) of Riyadh and they merely claim to be aiming for a bank, or the optional more likely setting is that Iran has been directly involved in training the Houthi’s or firing the missiles themselves. Now, we can opt for option one, yet the training curve would be a little devastating on all minds involved (even if you use targeting computers and software, yet they have had the time to train the Houthi’s for months, so it is possible, yet I personally see it as less likely (again merely speculation from my side), so when we consider that Iran is waging war on two fronts, so far (as far as I can recall) only Napoleon and Adolf Hitler were that stupid and how did it end for them? There is an optional thought that Iran will be hiding behind European coat tails in the end, but that is still speculation without evidence (at present), perhaps that is why Turkey is in a desperate state to become part of the EU?

I am merely asking, because the Iranian decisions we are seeing over the last 24 hours give rise not to the US, but to other players hoping to wage ‘extreme’ solutions to make things go forward for them, whilst the opposing player has no intention of playing nice, the US can’t start another war and Iran might be hoping that the EU is too unwilling to see its economic setting dissolved through armed conflict. It would be a decent tactic to play, but for now it merely remains a setting of speculation. Yet, in all this, there is more than just saber rattling. When we look at Reuters we see “Turkey will continue its trade with Iran as much as possible and will not be answerable to anyone else, Economy Minister Nihat Zeybekci said on Tuesday, as U.S. President Donald Trump said the United States was withdrawing from the 2015 Iran nuclear deal“, so we see Turkey with an utter lack of accepting accountability for the economic paths that they are trying to get on (aka the EU gravy train). How can anyone expect Turkey to have any level of civility in the setting of economic partnerships? Because in the EU setting, we have seen more than one play where such acts would not have been allowed, yet Turkey is setting the pace to do just that. It is an important setting as it gives Iran a green light they should not have had, it is merely the outspoken voice to set the colour of options, and that colour is the one of explosive red. That is shown by others as the setting that is not to be allowed. Even as we understand that there is a setting that Italy, Germany and France do not want these sanctions to happen, we see that their voice gives “Patrick Pouyanné, the chief executive of the French energy firm Total, has already called for the EU to pass a blocking statute“, which makes perfect sense, and it is likely to happen, yet when we see the Turkish response with “Turkey will continue its trade with Iran as much as possible and will not be answerable to anyone else“, it merely shows that they are nowhere near ready to be allowed into the EU as a member state, because when they do something like this after they are admitted, the game changes by a lot and from that moment onward Turkey becomes merely the liability of the EU, not a member of the EU and there is a large distinct difference, even as we see them in the current setting for now, there is absolutely no guarantee that they will not continue on the undermining path that they are on, we have seen too many instances of Turkey acting that way that way in the last few years.

When we return to Iran we seem to be in deep water, not healthy waters by the way, the Riyadh/Golan actions are debatable at the very least and the fact that they are being mixed gives light to the dangers that are upcoming. Can they be avoided is the larger question, I am unsure of an answer, the fact that Yemen and Syria happened at almost the same time is a larger issue to contemplate and I have no factual useful response. Waiting for now is pretty much all we can do. I don’t think that we have to wait for too long as Israel has already announced retaliatory strikes a mere 15 minutes ago (source: Haaretz). So this cookie will not merely escalate, it is certainly the setting where other cookies get crumbled as well, the mere question is: “What are our options as per tomorrow, or the day after?”

I do not know, when it comes to Yemen, we all (mainly the EU, NATO and USA) sat on our hands for far too long and they have made it part of the package deal. So the first act (at present) might just depend on how much Saudi Arabia feels threatened.

 

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May 8, 2018 · 12:24

A Marvel Time

So we heard the news, we read the stories and they are all beyond what most expected it to be. Not only is Black Panther in 9th position at present, it is still on the course to get to 8th position within 2 weeks, surpassing Harry Potter and the Deathly Hallows part 2. It is unlikely to catch up with his brother on 7th (Age of Ultron), which now implies that within the coming week 4 Marvel movies will be set in the register of the 10 most successful movies of all time. These are The Avengers, Age of Ultron, Black Panther and upcoming racing to number 4 or higher is Avengers: Infinity War. some of the players saw this coming (I was one of them), yet I was late to the party, merely because I never looked at some of the other numbers, for me it is and will remain the joy of watching a movie on the screen, preferably the big silver one. I expected this to some extent, as I mentioned it in my blog ‘the successful and the less so‘ last week, still seeing that the movie made a global $1,166,407,350 in 10 days is still hard-core awesome. And Netflix is picking up on it, and has been for some time. You see there is a good, an evil and a dangerous side to all this. When we consider the ones in Netflix Marvel’s Agents of S.H.I.E.L.D., Marvel’s Agent Carter, Marvel’s Inhumans, Marvel’s Daredevil, Marvel’s Jessica Jones, Marvel’s Luke Cage, Marvel’s Iron Fist, Marvel’s The Defenders, Marvel’s The Punisher, Marvel’s Runaways and Marvel’s Cloak & Dagger they might think it is all good and dandy, but the danger is that there will be too much Marvel on the retina’s and they will learn the one lesson that Paramount learned too late with Star Trek, too much of it is also not a good thing. I accept that like comic books I never read them all. I was nuts about Batman and the X-Man, and my youthful best friend was all about the Avengers and the Fantastic Four, so on Saturday we read the ones we bought and quickly exchanged them on Sunday to give back on Monday, a ritual that went on for years because as younger people our budgets were limited. The fact that we can let ourselves go on Netflix like a teenager who ‘accidently’ gets locked in the pastry shop all night long has several issues which we will not go into. The evil side (yes it is), is not how the approach is made, it is how it is translated to the screen, the fact that the social roles of Tandy Bowen and Tyrone Johnson are reversed, because in this day and age it would fit either way, but the darkness of the original comic books is lost when we see “acquire superpowers while forming a romantic relationship“, the actuality is lost, because in the actual story it was not some “superhero love story”, they were captured and experimented on to make drugs more efficient in creating addiction, the experiment went wrong and they acquired superpowers, they were set together in a deep bond because of the rage and violence, drawn together as they needed to rely on one another. That darkness that was the appeal for many who loved the comic and it all got a little more interesting as police detective Brigid O’Reilly became Mayhem. So we have a switched setting, that darkness gone and I am uncertain that ‘watering down’ American issues is any way to get anything done, that darkness held an appeal, that appeal is now lost. The danger is also escalating as more series take a ‘lighter’ setting to the visualised darkness that some readers embraced and watering down remains a bad thing.

We acknowledge what Marvel has achieved and we are in awe and in desperate need to view of what comes next, but by saying that, we need to see that some of the darker parts have their own appeal, it was voiced many times with Logan (2017), the darker side was well captured and it was widely regarded as the best Wolverine movie of the lot, Wolverine basically left on a high and that should have been comprehended by those in charge of the Marvel IP.

I believe that to some extent, the Rotten Tomatoes score seem to indicate my version of deviation from the comic books when we see the Punisher with a mere 62%, yet as I am extremely unaware with the some of the comic books, I cannot explain Iron Fist (18%) and the Inhumans (10%), I am willing to wager that the oddity of the Inhumans is more like the Guardians of the Galaxy (little exposure to either comic book), yet the movie got it just right, whilst the Inhumans on the TV series might have (speculative) faltered there.

I reckon that we all have our guesses on that; I am merely telling you that my guess will be as good as yours. It is actually a shifting situation, as the fans got introduced that the Marvel series are moving to Disney, there is a side of me thinking that this is a bad move, not that they move to Disney, but that they move away from Netflix, you see, Netflix has massive momentum and Marvel alone cannot create that momentum for Disney overnight. They need to realise that they are poisoning their own well, they are setting the stage where they decrease momentum. Netflix has 118 million paying viewers, there is definitely space for a second channel and by the time Disney resets its brand to ‘include’ the mature watchers, they will optionally have lost 3 years and many millions, so whilst we see nearly a dozen series take hit after hit on amount of viewers, how do you think the future for all these productions are set? It is not merely the advertisers who take a back gander in all this, whomever is making that decision at Disney needs to realise that they are undersigning close to $200 million loss for longer than a short term, so by the time the momentum is back on the road half a billion is gone, with almost no option to recapture that, do they not realise that?

And no one is insensitive to the Marvel Universe, most of us have been exposed (beyond the comic books) through animation series, TV series and other means of exposure like video games and we all know it works, yet in that light being extra careful, not brazenly blunt is the way to go for a long term setting with a fickle viewing audience, because DC is just one step behind. They had several fumbles and whilst the relaunch series started their successes with Smallville (2001-2011), they still have the same issues that Marvel has. I believe that Constantine showed part of that flaw. It has the goods, yet in my personal view was not willing to be dark enough, it is a view that Europeans and former Europeans share and in all that it is an important side, because they are 50% of Netflix at present and they represented 61% of the Avengers: Infinity War revenue (actually the non-Americans are that), but a massive part is Europe and in the equation of revenue that is a lot more important than the producers realise. You see Cate Blanchett, Hugh Jackman, Chris Hemsworth, Benedict Cumberbatch and Tom Hiddlestone are not just excellent actors, they are non-American actors and that ‘non’ part is equally important. Europeans seems to be identifying themselves easier to these actors which is becoming more and more of a factor. And that is nothing negative on the quality of any of the American actors, which is of the highest quality. So as we realise that non-American parts are increasingly important, why is the embrace of the story so often too deeply soaked in American ‘value setting‘? It is not merely that a person like Mark Wahlberg was in Boogie Nights, he was awesome as an actor, it was merely the setting and directness of Boogie Nights that captured the global heart, the fact that this movie was American in origin was even more astounding. That is the captured emotion Marvel (DC also) needs and I believe from my side that going deeply dark on some of the series will not be negative, most will see it as a refreshing side to a comic book universe that has many colours. I believe that in that regard Witchblade was made too early, it merely got through 2 seasons, like the Darkness (also a Top Cow production) it was deeply dark and as special effects could not match the comic books (it pretty much can today) as well as the need to be dark as hell (pun intended) showed over 20 years a setting embraced by many readers and mostly appreciative of the amazing illustrations. Marvel still has a few option (they have loads actually), yet the setting of a darker presence they have the series Moon Knight, which ultimately led to the Secret Avengers (how secret can a comic book actually get?). Even as it started with the inclusion of Captain America, Black Widow, Ant Man and War Machine, it would also give us temporary people that have been in several comics like the Avengers and Thor (Valkyrie), X-Man (Beast) and New Warriors (Nova), Moon Knight, even as you might have seen him in a comic or two with Spiderman, remains unknown to a much larger audience. It would also grace presence from Hawkeye (played presently by Jeremy Renner) and Venom (agent Venom), the Flash Thompson version. So not only are a few characters darker, the interaction might allow for a level of darkness, or perhaps better stated ‘living via less legally accepted values’ to interact with the greater good. It is a part that Civil war scratched on, yet as we know that it had been in the central side of many comic books for the longest of times (the DC Azrael series as well as Knightfall), the acceptance that we have that by the book never gets us anywhere and going overboard to the extremely other side is also accepted as ‘existing’, those who are in denial of that existence, please look up ‘mercenary’, ‘Blackwater’ and ‘Aegis Defence Services’, so there is that to consider. We are already seeing the reality of certain places and the issues they provide and solve (and create). So part of Moon knight is already fraught with examples that go back to the Congo and as present as Syria (some Russian corporation), the absence of that darkness is in the end not a good thing, things become ‘too vanilla’ is perhaps not the right tone, but when we consider the near impossible achievement that Avengers: Infinity War created, we need to see that staying on that exact course is not achievable as it started with almost a dozen other movies (3 Iron Man, 3 Thor, 3 Captain America, 2 Guardians of the Galaxy, 1 Dr Strange, 1 Black Panther and several Spiderman’s), so that foundation was well designed and part of the creation of the hype, but pulling that off again might not be possible to that degree. Now it becomes a melting pot of settings between light and dark, good and wrong, evil and optional.

Philosophically we could speculate that we are shaped as people through the interaction of extremes, so ignoring the other side, or perhaps trivialising it through caricature characters like MODOK (Mechanized Organism Designed Only for Killing), we can giggle on it in the comic books in an obsolete episode (read: one off), yet when it becomes the main boss in a TV series, the people will change channels to watch the late news pretty quickly. I believe that making Constantine much darker, by adding these options and by not making Cloak and Dagger some love story, momentum could have been gained. There are plenty more opportunities there, yet I feel that the overall package might at some point become lesser. I feel that the evidence shown in the movie Watchman, the darkness that Rorschach represented was perfect, overall the exposed darker side was what made the movie an absolute gem and of course there was no lack of evil when we saw a blonde version of Matthew Goode playing Ozymandias (nyuk, nyuk, nyuk).

So if that one side of Marvel can get addressed they will optionally be having an even bigger marvellous time than they are already having. there is larger premise to my consideration, we see this over the ages as Marvel has had its share of ‘darker’ characters, it is seen in Spider Woman, who is originally set as “In her first appearance, Spider-Woman was to be an actual spider evolved into a human as imagined by writer/co-creator Goodwin. Her debut was shortly followed by a four-issue story arc in Marvel Two-in-One in which Wolfman presented a different origin retcon as he felt her original origin was too implausible for mid-1970s readers“, it was the sales of Marvel Spotlight#32 that took it to a new level. Even now as we see gene splicing, we see the setting of adding to the human gene, yet the setting of adding human sides to the other gene is still a little far-fetched, yet in 40 years we have gone from ‘too implausible’ to merely ‘implausible’, so there is progress. In all this we have the presented setting like the movie Ex Machina, Kirk Langstrom (man bat character from Batman), Venom, my favourite Alex Mercer from the Prototype series and last but not least the original X-man Beast both the Kelsey Grammer and the Nicholas Hoult edition. There is a league of settings that Marvel (as well as DC) already offered and it seems they are stepped over (read: partially ignored), not merely in one part as they weren’t as successful as the Asgardian characters or the billionaires Bruce Wayne and Tony Stark, we can debate that all day, but the American setting is getting more and more ‘wrong’ ((less accepted might be a better term), implying that darker series will be a lot better received that most American producers can fathom, I merely need to point at the success of American Gods to make that point.

So let’s see that we can all have a marvellous time between now and 2020 (when the Infinity War hype passes), because after that we still want to go to the movies, watch Blu-ray and Netflix (those who have not passed away by then that is).

Was that dark enough? Have a fun day today!

 

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May 6, 2018 · 15:13

The truth that kills you

It started in a setting that I observed and wrote about for the last few years, every now and then the NHS rears its ugly head. My look into this started when the Labour party has created a £11.2 billion fiasco that involved IT. When it comes to governmental IT issues, the UK does not score that high. In addition, when you drain a resource in one path, the other path tends to fade away and there were always politicians who claim they could do better, yet experience for over 20 years have shown me that they tend to remain clueless on the matters at hand. The moment they accept it, they go have lunch with friends who all see opportunities and before he/she knows it, the required scope has grown by 250% and soon thereafter it becomes too large to manage. From there onward it goes from bad to worse and that is how the NHS got sliced and diced (just one of many issues plaguing it).

So when I saw ‘Shock figures from top think-tank reveal extent of NHS crisis‘ (at https://www.theguardian.com/society/2018/may/05/nhs-lowest-level-doctors-nurses-beds-western-world) I was not convinced that the Guardian had even ruffled the top layer of feathers here. So I took a look. Now, the article is linked to the King’s Fund that has the numbers (at https://www.kingsfund.org.uk/publications/spending-and-availability-health-care-resources). The work by Deborah Ward and Linda Chijiko is actually really insightful, and an amazing read. So let’s take a look and they do not disappoint, the start gives us “Although it can be difficult to find data on health care resources on a comparable basis across countries, international comparisons can still provide useful context for the debate about how much funding the NHS might need in future. There is also precedent for this approach – for example, when Tony Blair famously pledged on the ‘Breakfast with Frost’ programme in 2000 to get health spending up to the European Union average“, I have to consider the value of adding flair of Blair, but it is fair enough (or was that flair enough). Yet, data is everything and proper data rules the setting, this paper recognises that and that is a massive victory.

It is important to add (pasted) the following, because it shows the value to a much larger degree.

“Alongside the UK, we have chosen to look at a selection of 20 European or English-speaking countries drawn from across the OECD. For some analyses, data was available for only a subset of these countries. For some indicators, data was only available for services delivered by the NHS and did not include resources in the private or voluntary sectors.

List of UK comparator countries in this report

Australia Czech Republic Germany New Zealand Slovak Republic
Austria Denmark Ireland Norway Spain
Belgium Finland Italy Poland Sweden
Canada France the Netherlands Portugal Switzerland

Unweighted averages and medians have been used throughout this report to summarise data for the collection of countries as a whole. The amount of people who relied on weighted data cannot be underestimated on stupidity to some degree, as we get raw numbers we see that weighting would look better, yet less accurate. In this we do recognise the danger we see with ‘each country is given equal importance regardless of the size of its population‘, especially when we consider that non-rural Denmark tends to me limited to Copenhagen, and rural Netherlands (if there is any rural part left) tends to reflect Birmingham population numbers on average, so when we also take into consideration the truth of ‘The median and unweighted average are often very similar across these analyses, though the median will be less affected by extremely low or high values‘, we know that we are looking at something serious, but in the micromanaged parts (bordering rural/non-rural), there will be the sliding of values at times, not on a national scale, but where we consider certain parts per nation do not properly reflect internationally (the Netherlands vs France or Canada vs Germany).

Now we take a look at certain segments. The first one is “Under the Organisation for Economic Co-operation and Development (OECD)’s new definition of health spending, the UK spends 9.7 per cent of gross domestic product (GDP) on health care. This in line with the average among the countries we looked at but is significantly less than countries such as Germany, France and Sweden, which spend at least 11 per cent of their GDP on health care“, Sweden stands out as it has a much more refined social based system, so there is a shift there, yet as Sweden has 3 cities (Stockholm, Goteborg and Malmo), whilst the rest are basically villages some no larger than 1600 people (2 of them), the rest are between 2,500 and 140,000 in size, so in that regards, the population spread required an approach that differs from several nations, especially when you consider a place like Skellefteå and Lulea in the north. To give a little more reflection Skellefteå has 33,000 people over 8.39 square miles another 40,000 live outside of the ‘city’ limits. So it is 3,900 persons per square mile that in comparison against Birmingham that has 10,391 Ashton Villa fans per square mile. Different solutions are needed, and more often it the hardware (ambulance/helicopter) is very different especially in the winter season (in Sweden) where they actually have a white Christmas and often a white Easter as well.

Now we get to what initially was considered an issue by me, but that was because Denis Campbell Health Policy Editor of the Observer messed up a little (likely unintentionally). You see the article in the Guardian gives us “They reveal that only Poland has fewer doctors and nurses than the UK, while only Canada, Denmark and Sweden have fewer hospital beds, and that Britain also falls short when it comes to scanners“, now what is stated here is true, yet by stating “Britain falls short in several ways, especially when we compare ourselves to the Unweighted average. When we do that when it comes to nurses, only Spain, Italy and Poland have a less fortunate situation“, the Unweighted average gives a proper light per 1,000 population and that is where we need to look at the start and the King’s Fund research is doing that splendidly and shows that ‘spendingly’, the UK falls behind. It falls behind more and more is still speculative, yet if the coming 3 Financial years do not show a massive increase (read: change to the NHS approach) that will become a worsening situation for the population requiring nurses, doctors and equipment.

In the reports, I find one thing missing, that is, it would be a good idea to have that, you see, in the part Medical Technology, the CT Scanner part is partially flawed, Australia scores massively high, which is nice as I am on that island, but I also recognise the part missing there, even as there is a proper notice given with ‘Data for the UK only includes MRI and CT units in the public sector, so these comparisons should be treated with particular caution‘, the missing element is not the numbers, but the distance. As Australia is an ‘island’ nearly the size of Europe, it has its own problem, most of Queensland is rural territory and when you consider that Australia is twice the size of India, the amount of technology they have is often a burden on the size of that nation and the mere fact that the 5 large villages (Sydney, Melbourne, Brisbane, Adelaide and Perth) merely represent 65% of the population, the rest is rural.

Yet the more I read on this report, the more I respect it, it clearly shows issues that the NHS UK has, partially due to its own flaws (the report does not show that). It shows at the end that there is space for jobs “There are approximately 100,000 vacancies for clinical staff in the English NHS, and nearly half (49 per cent) of nurses do not think there are sufficient staff to let them do their job effectively“, but it does not show the ‘elitist’ approach the UK has had for decades into allowing transference of other nurses (from other nations) to become part of this workforce, yet the impossible standards that the UK have used to stop that falls short of the shortages and lack of services now thrust upon the people in need of medical services. The second part is seen (at https://improvement.nhs.uk/documents/2471/Performance_of_the_NHS_provider_sector_for_the_month_ended_31_December.pdf), here we see: “Providers have not met ambitious cost improvement targets and it is critical that these plans are recovered before year-end

Providers set out plans to deliver a total of £3.7 billion savings this financial year. The sector has outperformed the wider economy by delivering an implied 1.8% productivity improvement. This was supported by cost improvements of 3.3% – equivalent to £2,139 million of improvements in the first nine months of the year, £97 million higher than the same period in 2016/17“, so how to read that? They need to show better for the same amount, they were unable to deliver and they still got paid? Is that how it reflects, because that is merely the setting of a disastrous business model, in that the elitist overkill hire approach of nurses will never be in a proper setting in that way, or solved which would be nice too.

So when we see: “By Q3 the sector had achieved 65% of the forecast efficiency savings for the year – to meet the forecast outturn, providers will need to significantly step up the delivery of CIPs in the final quarter. However, the same pattern was seen in 2016/17, so there is evidence to support the increased delivery in the final quarter“, which sounds nice, but they would still come short by no less than 20%, so even as we complement them by getting better in the home stretch, they still did not make the delivery they promised and no matter how ‘ambitious‘ the goal is, a goal not met remains a failure. So when we do address the shortages on all levels and the setting on how ‘some top think-tank‘ gives us ‘shock figures‘, it still revolved around a much larger mess that has not been addressed for the longest of times and is still nowhere near up to scrap.

The goods we need we see on page 51, with the setting of ‘Nursing vacancy position‘ we see how most other failures are shown to fail merely due to shortages, the fact that the NHS has 35,000 vacancies also shows on how timelines cannot be met, when we see that in regard to the shortages nurses to the job of 1.4 nurses, there will be more burnout and more delays on every field. Throwing money at it will not really solve the issue, because this is the one field where we see the direct impact of service levels versus the impossible demand of nurses. So when we accept that the nurses program requires a larger overhaul in setting the stage we see that this is te first field where the military are actually becoming part of the solution.

How speculative can we get?

Here is a warning that matters, because the changing of settings is essential to shaping the future. Consider two places the first (at https://www.army.mod.uk/who-we-are/corps-regiments-and-units/army-medical-services/queen-alexandras-royal-army-nursing-corps/) where we are introduced to Queen Alexandra’s Royal Army Nursing Corps (QARANC), as well as the recruitment (at https://apply.army.mod.uk/roles/army-medical-service/army-nurse). Now consider that the army is charged with the setting of training all applicant nurses to serve the NHS. So immigrants and optionally their children get a short access path to serve the UK on medical terms and it comes with complete processed nationality (after initial screening is passed). So families get the option to become British and part of the society they moved to. Now, this will not always work, yet if you see a 35,000 shortage and you get to lower that by 1,000 each year? Let’s not forget that the shortage is not going away any day soon, so any approach we can take we should consider. Now this is not for everyone, and more importantly an army nurse is still a military function, yet in this setting, there will be training in English, UK values, medical training, language and more importantly the years to come will show whether they have what it takes, in the end we use a structured system to infuse the NHS in operational ways, in addition, as the there is a growing need at the NHS, we see other parts where such reflections would grow the power of the NHS indirectly.

Both logistical and engineering sides of the Military could spell equal options to grow the NHS, or at least grow the ability of taking care of itself sooner rather than later. When we consider that the cost of agency nurses are close to astronomical (at http://www.kentonline.co.uk/medway/news/trust-spends-11m-on-temporary-nurses-180427/) gave us “Medway NHS Foundation Trust spent more than £11m on temporary nursing staff last year, a Freedom of Information request has revealed“, so when we consider that, is calling the army to aid in setting the boundaries back by a fair amount that much of a farfetched call? When we also see “There is a shortfall of 40,000 nurses across the UK, which has been driven by a lack of nursing training places in recent times“, is my call to call in the army and its instructors that much of a leap? Now we can all agree that it does not work on all fronts, but we can either stare at the missing beaches we have now, or start creating our own beachheads and see if we can see how new solutions could be implemented. There is no certainty, only the certainty that at the present course there will never be a solution that is what needs to be addressed. We need to accept that the current approach towards solving the NHS issues is not realistically set. When we look at merely one source (at https://www.nurseuncut.com.au/how-australians-can-get-nursing-jobs-in-the-uk/), we see the language that is given even after you get the NMC (the Nursing and Midwifery Council), you passed the tests, you have shown that you are who you are, your medical knowledge has been assessed, we then see “The hard work isn’t over after this point though, as you will obviously still need to find an actual job within the NHS. Fortunately, there are places designed to help – such as agencies like Nursing Personnel, where you can find a range of jobs across different disciplines and in different UK cities“, so we see that the agencies are set as a buffer, filling their pockets, so they never ever want to see that changed. In addition there is “Following this, you must apply for and then receive a valid work visa to ensure you can legally work in the UK. Finally, when all the pieces are in place, you can begin your new nursing role. Good luck!“, So even after that path is taken, after you get your NMC pin, there are still two iterations to get through, even as the Army, or even directly via QARAN, we could see that the entire path, towards the NMC, especially by those who have a nursing degree. That was never an option? Not even as I discussed such a path almost 4 years ago? When we see the shortage and the non-actions in this, can we even have faith that those around the NHS want anything fixed? It seems that they get ‘rewarded’ no matter what, especially the agencies, so when we see the money in that, why would they want to fix it? I say start by fixing this for the nurses first, which will get delays down and will give additional rise to finding as the agencies get less work, it also states that the invoices form them disappear meaning that millions become available. More staff and alternatively also more equipment could be the beginning to solving two issues to a larger degree. After that we can start looking into addressing the shortages on doctors, yet I also feel that once the nurse shortage is addressed, the doctor shortage might partially take care of itself. Even as the Financial Times reported last year that almost 400 GP’s a month quitted the NHS, addressing the nurses shortage will lower that number and when there are enough nurses we will see that it might lower to almost zero (speculative), yet as one fixes two other issues, we will suddenly see that when nurses reach above the unweighted number of 10, other numbers are guaranteed to shift too, because as agencies make millions less, those millions will shift to optional beds, medication and technology. Suddenly the UK will not look so bad overall. Now, let’s be clear this is a path that would take no less than 3 years to see certain parts turnaround, but it is a realistic path with a realistic curve of improvement. So even as we get served “Portsmouth Hospitals NHS Trust has 9,264 4 hour breaches (25.5%)“, we can also see from the other numbers that a larger extent is due to a shortage of nurses, so when we accept that they could climb to 85%-90%, we see that the entire setting suddenly looks less grim, so even as we need to realise that there is a setting (based on location) that the overall need of 95% performance is ideal, the question becomes is it a realistic setting, when all matters are equal it might be, yet at present all things are not equal and that is the part that requires attention, it is not the top 5% made that sets the standard, it is the acceptance of those in the 90%-95% range that requires merely some scrutiny, the question becomes, which one alteration might get those in the 90%-95% range there? I believe that nurses are merely one part, technology is the second part and as we deal with nurse shortages, there is a setting that technology gets fixed to some degree in the process. This paper (Spending on and availability of health care resources: how does the UK compare to other countries?) does not answer it, but gives light to the path that requires attention, the paper gives a path to investigate and that is equally massively important, so when we consider figure 2, can the change between New Zealand (10.3 nurses) versus he Netherlands (10.5) above the unweighted average of 10.4 show that difference of attaining the ‘revered’ 95% score or higher? Because of ‘irregularities’ that national needs tend to have, it is a cautious approach, yet the idea that it solves it is one thing, yet the one part not shown here (hence I took these two reports) is that even a we accept that they cannot be used in comparison, the setting of getting the 95% mark is still an essential statistic (by some) and if so, we accept that we go by the Unweighted average as a mere indicator, is that the right indicator to use (read: rely on), or is there a number missing? Is there a ‘Nominal Coverage‘ missing that is an indicatory number that aids us towards the A&E 4-hour standard setting and the attainment of the 95% score? Now it remains indicatory as there will always be a shift towards nominal nurses and actual nurses, but we need to start somewhere and if additional nurses are the first requirement to start turning this around, these numbers will become a lot more important, that part is not addressed (which was never the setting for Deborah Ward and Linda Chijiko), yet it is an issue for the NHS and the writing and results by these two ladies, might be a first step in actually getting there. When we look at the simplicity of it, was it really that far-fetched? I am merely asking, because my flair for oversimplification can be overwhelming for a lot of ‘experienced analysts’.

Yet, my mere focus has always been, how can we fix/improve the current NHS?

It is the path to solution that we need to care for, how it can be fixed, if it can be fixed. I have forever opposed the Jeremy Corbyn approach to throw money at it, because in the current setting the only one getting a better deal are the agencies and they are already cats that are way too fat. Hence I look at the directions where training and education sets the pace and in that pace we need to find opportunities for the NHS to pick the fruits form the yard, it is merely a different set of spectacles, the spectacle is not merely about the presentation, it is about setting the right focus, because focus shows us where the flaw is and where we can initially start the focal point of repairing the situation.

The weird part is that Canada, the UK and Australia have similar issues, so there is a foundation of repair missing which is equally a worry. In all this someone is getting rich, is it so hard to look at those getting rich and why that is? The fix could have been underway as early as 2014, the fact that it is nowhere there is worthy of many more questions, yet the bulk of those who could ask them, do not seem to ask them visible enough for all people to wonder how certain matters could be fixed and when one is fixed how much the other problems diminish, an equally important question. Even if it is merely for the reason that not finding these answers could kill you, either in an ambulance, or in a corner of a hospital awaiting a nurse to get you to the proper place for treatment, would that not be nice too?

 

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May 5, 2018 · 13:01

Milestones

We all hope to make certain milestones, some through fantasy, some through luck and some through anticipation. Your first threesome, the moment you joined the mile high club and for governments they have their own achievements, for example when they join the 100% debt club. So when we realise that Japan has well over 200% of GDP in debt, the US has passed the 100% marker and it joins those they looked down on for the longest of times. Italy, Iceland, Granada, Eritrea, Greece, Jamaica and Lebanon, all members of that 100% debt club, so when we see the Arabian Business (at http://www.arabianbusiness.com/politics-economics/395741-100-debt-club-set-to-get-new-member-from-oil-rich-gulf), treat us to the facts that Bahrain will soon join Libya and the Sudan as their debt exceeds their 100% GDP. We see more and more messages at present and even the IMF is setting a different atmosphere. We see part of that in equities.com. There we see “IMF (Page 10): Against a backdrop of mounting vulnerabilities, risky asset valuations appear overstretched, albeit to varying degrees across markets, ranging from global equities and credit markets, including leveraged loans, to rapidly expanding crypto assets.
MY TRANSLATION: In the last two major bubbles, the problems were mostly contained to dot-com stocks and housing. That is 100% not the case now. Almost every single asset on the planet – from stocks to bonds to loans and more – is wildly overpriced. There is zero room for error with prices at such dizzying heights“. This is merely one setting; the field is expanding on a larger field and in all this, the nations that are passing the debt bar. France is set at 99%, so if they cannot contain the debt growth they will pass it this following financial year, leaving only Germany as one of the four large economies that is in a containable situation and there is where we get a partial ‘I told you so!‘ You see I wrote on part of this 5 years ago. (at https://lawlordtobe.com/2013/05/15/a-noun-of-non-profit/), I made a reference in regards to Brexit, but the setting of it all was a lot larger than merely Brexit. So as you get to contemplate “Consider a large (really large) barge, that barge was kept in place by 4 strong anchors. UK, France, Germany and Italy. Yes, we to do know that most are in shabby state, yet, overall these nations are large, stable and democratic (that matters). They keep the Barge EU afloat in a stable place on the whimsy stormy sea called economy. If the UK walks away, then we have a new situation. None of the other nations have the size and strength of the anchor required and the EU now becomes a less stable place where the barge shifts. This will have consequences, but at present, the actual damage cannot be easily foreseen. Any claim that there is no consequence and they predict no issues, remember this moment! The Barge (as is), will lose stability and the smaller members thinking they are on a big boat are now thrown left to right then left again as the storm rages on. The smaller nations will get damaged and in addition, the weaker ones (Cyprus and Greece) could still collapse, especially if the UK takes a non EU gander“, this was predominantly regarding Brexit. Yet the implications are larger as I stated. The UK is taking on Brexit and now we see that the German anchor it the only anchor giving some stability, the UK is taken away, Italy has lost its footing as it surpassed the 100% debt and now France is pushing that boundary as well. All because it was easier to play the popular fool than taking a hard stance on their debts, France is not alone, Italy and the UK are all there, the smaller ones have no options to give strength to the large 4 and as the UK figured out that going it alone is much better for the economy, we see a dangerous setting.

Even now, when we merely consider Spain in all this (not the smallest economy), we see (at https://www.southeusummit.com/europe/spain/spanish-economy-returns-grade/) that Standard & Poor’s is still playing (what I personally see) as ‘their little game’. Perhaps you remember ‘S&P reaches $1.5 billion deal with U.S., states over crisis-era ratings‘ (at https://www.reuters.com/article/us-s-p-settlement-idUSKBN0L71C120150203) the one quote (one of many) needs to be considered “S&P parent McGraw Hill Financial Inc MHFI.N said it will pay $687.5 million to the U.S. Department of Justice, and $687.5 million to 19 states and the District of Columbia, which had filed similar lawsuits over the ratings“. So when I see “S&P notes that Spain’s overall economic and budgetary performance has not been hampered by political tensions in Catalonia, as many had feared. The country’s GDP increased by 3.1% in 2017 and last week the Bank of Spain raised its economic forecast for this year to 2.7%, up from a December forecast of 2.4%“, you see, the numbers are not really in question, yet when we see the image below (source: Trading Economics).

When we realise that none of the EU nations has a grasp on their debts, in addition, the GDP for Spain went down whilst it is still below the numbers of 2016 and before, there is actually no reason to see the credit rating for Spain go up. I am personally speculating that the EU will be so much more hardship when France hits the 100% debt marker. It matters, because this will soon become the academic exercise that the question: ‘What is the difference between cooking the books and creating a false positive wave through inflated credit scores?‘ I actually do not have the answer here, but I guarantee you that the quality of life in Europe is not moving forward any day soon, not until some issues are seriously reconsidered. In addition, the US-China trade war isn’t helping anyone, not even the Europeans so that will also become a factor of debate soon enough. It partially relates to “We have revised upwards our GDP forecasts, with an intense rate of employment creation and an economic model based on the external competitiveness of our companies. With this scenario, we will achieve our objective for 20 million employed people by 2020“, the issue is that it is misrepresentation, you cannot rely on the unemployment figures and then state we will have 20 million employed, because on a population of 46 million, he might be implying that the unemployment numbers will skyrocket from 17.4% in 2017 to 56%, that would be crazy, yet that is what we are told, is it not? The best lies (read: miscommunications) are done through statistics, so that the feather matches the bird one would say. Still, back to my speculation, I believe that Spain is not the only nation in this setting; I think that some numbers in pretty much every EU nation are beefed, weighted and set to make Europe (or basically themselves in the European setting) look much better, so when the UK leaves they will not look as weak and feeble as they have actually become. It is a setting that is way too dangerous. There is no way that Mario Draghi is not part of this, so when we look at the Financial Times of last week we see ‘Mario Draghi acknowledges ‘moderation’ in Eurozone growth‘ (at https://www.ft.com/content/3e20b49e-4939-11e8-8ee8-cae73aab7ccb). So with “Analysts said that Mr Draghi’s guarded language suggested that the ECB may wait until July — a month later than previously expected — to provide the markets with updated “forward guidance” on its plans to phase out the crisis-era stimulus“. I am a little less optimistic in regards to the quotes, and when we see ““Better safe than sorry was the motto of the day,” said Dirk Schumacher, economist at Natixis“. I personally tend to see that as:

Better safe than sorry
It allows for another day without worry
As we pile the worries and woes
To a stack we can blame on crows
Those at the London Tower are best
Because when they leave the EU we can make them the jest
And when our barge is no longer secure
We move to Wall Street where we can endure

You might think that I am merely making light of all this. The issue is that people in Europe seem to ignore that over €2,000,000,000,000 was printed without the validation of treasuries or consent of the people whose funds got devaluated even further. Do you think that printing money has no cost? It is money that the EU never had, so why did you think it came without consequence?

This partially (and I mean partially) is seen in different ways when we look at an article from Reuters merely two weeks earlier (at https://uk.reuters.com/article/uk-ecb-policy-draghi/stock-volatility-no-big-factor-for-ecb-so-far-draghi-idUKKBN1HG1VR) ‘Stock volatility no big factor for ECB so far – Draghi‘, now I agree that volatility will come and go, so the ‘so far’ part is perfectly fine. When we see ““While we remain confident that inflation will converge towards our aim over the medium term, there are still uncertainties about the degree of slack in the economy,” Draghi said in the ECB’s annual report“, now I can agree with that. There will always be a certain amount of uncertainty, that is all good, no issues there, but it is set on a certain premise. When we see that Spain (the only visible one) suddenly in opposition of what I see as real has its credit score increased and as such we see the start of an optional bubble, when others do the same we see the forecast on unreal values, so we see the bubble is not set to the reality of the actuality, at that point, when a lot more start realising that some numbers do not make sense, the uncertainty grows and the closer the UK is to leaving the stronger that uncertainty becomes. At that point we see a run and a total collapse, when that happens, when the people realise that pensions before 78 is no longer optional, do you think that the people will remain calm? When they realise the impact of €2 trillion printed cash is impacting the 26 nations, how much value decline will they face? When that happens, how will people react in all this? Now we get to two elements, one is the mention in the Financial Times where we see: “But the weak economic data for the first quarter have triggered increasing speculation that the first interest rate rise will be delayed until later in 2019. A smaller number of analysts are expecting the bank to continue QE into the new year“, the second is that the entire stimulus was to set the economy right, which did not happen, now set that against inflated credit scores, inflated economies and the downturn that follows, that will happen, it can no longer be contained, merely delayed to some extent. When it does hit Europe would not have a penny left to balance against and it will leave the bulk of Europe destitute. There would be no defence against the next downturn and that is when disaster will truly strike. So as the story is pushing towards ‘protectionism’ and ‘patent values’, we should also consider that impact. Now, as a University graduated Master on Intellectual Property rights, I do comprehend some of the issues, yet I am not a patent attorney, so there are parts that I will ignore or not look at. Consider that a national economy is now more and more dependent on the national patents and the represented value that they hold. Now we get European Patents, the Unified Patent Court (UPC) allows for a simpler way to get it all registered and to some extent enforced. So it is a good thing overall, there was never too much fuss about that side, yet the one strong economy (Germany) is now setting the stage to oppose the UPC, we see this (at http://www.ippropatents.com/ippropatentsnews/europenewsarticle.php?article_id=5725), where we also see “Alternative für Deutschland (AFD) has called for the repeal of the convention on a Unified Patent Court (UPC). AFD “rejects the EU patent law reform”, according to the German Bundestag, which announced the motion on 7 March“, I believe that overall the UPC is a good thing, but there will always be small interests that are not perfect, no EU setting is 100% positive, yet overall, to get one filing for all EU nations, in light that even the UK agreed (and ratified) is a good thing. So when we see “It was based on three grounds, mainly how the UPC Agreement violates EU law, the majority requirements of basic law, and does not comply with the rule of law principle related to judicial impartiality. The complaint was scheduled to be heard in 2018 by the second Senate, appearing as the 11th item on its agenda. In Germany’s 2017 federal election, the AFD won 12.6 percent of the vote and received 94 seats, the first time it had won seats in the Bundestag“, there is an academic setting, yet with 12.6 of the council in hands of the AFD, a very Brexiting minded party, or is that Berlout or Deutchleave, we need to realise that the patent issue is a lot more biting in Germany and that cannot be ignored, as they give rise to uncertainties. So when we get back to the uncertainty there, as well as other uncertainties, and whilst we saw Mario Draghi accept that uncertainty results in stagnation, how much more stagnations are required for the next downturn, even a short term one, whilst the economic reserves have been already been drained.

Now we have a much larger setting, the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting. We accept that the smaller nations have a negligible impact on the whole, but on a ship that can only remain truly stable with four anchors, losing three is a much bigger disaster than anyone realises, and that downplay will hurt all the players that are part of the EU, so when the downturn starts, we will see kneejerk movements from all the nations, all the big players and we can only speculate the fear mongering speculations that the IMF will treat the European audience to. I have no idea what form it will take, but when it happens I will take a deeper look. In a setting where every negative economic milestone could lay waste to whatever reserves its citizens wrongfully thought they had in the first place.

 

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May 3, 2018 · 12:18

A Bill of Goods

So when was the last time that you were sold a bill of goods? Have you ever been in that place? Some people avoid most of it by never purchasing 2nd hand materials to avoid that, I am for the most one of those people. I tend to inform myself before I go into anything, like a good person should. Now there is a level that we should attend to and after that it is overkill, paranoia and optionally a few other things. So there is a basic check we all should make. You get that don’t you? So when I looked into Cambridge Analytica in previous articles, I was a little late to the party (4 hours late), but that was because I wanted to look into a few things. So on the 18th of March, I got a few issues that made me wonder, and off course the first question I had was “Here I wonder (for a mere moment) if something wrong was done at all“, you see not having that question makes it all emotional and useless. It is all about the facts. So when we see the utter inactivity of the police and other elements for close to 10 days, I knew that this was about something else and there was even the premise that Cambridge Analytica was not the only player in town. So when I went “Robert Mercer has found a business model that works. The question merely remains on how that data was captured“, I had a little more than you all bargained for. This continued whilst ‘my emotional‘ side also added “for years I have spoken out clearly that these users are all about stating ‘privacy’ no the NSA whilst at the same time sharing indiscriminately on social media like Facebook, whilst not comprehending the system because it was ‘free’. This is the direct consequence and these users will be used again and again because that is what they signed up for“, the evidence (a slightly overstated word), had seen parts of this going back to 2014. The quotes were from ‘How Facebook data flows‘ (at https://lawlordtobe.com/2018/03/18/how-facebook-data-flows/amp/). Yet today’s article ‘Cambridge Analytica closing after Facebook data harvesting scandal‘ (at https://www.theguardian.com/uk-news/2018/may/02/cambridge-analytica-closing-down-after-facebook-row-reports-say) leaves us with a lot more questions. Consider the following quote “The company has started insolvency proceedings in the US and UK. At Cambridge Analytica’s New York offices on an upmarket block on Manhattan’s Fifth Avenue, it appeared all the staff had already left the premises“, yet this is in direct opposition to “Although Cambridge Analytica might be dead, the team behind it has already set up a mysterious new company called Emerdata. According to Companies House data, Alexander Nix is listed as a director along with other executives from SCL Group. The daughters of the billionaire Robert Mercer are also listed as directors” and that is not where it stops. You see Metro (at https://www.metro.us/news/the-big-stories/cambridge-analytica-backers-new-data-company-emerdata) gave us 3 days after the news “Emerdata was incorporated in the UK in August 2017, reports Business Insider“, this puts a spin on the previous statement, because as the first liner sinks, the Rigid Inflatable Boat (pun intended) was already prepared for the main cast of it all to vacate the premises onto a different vessel, yet were they visited by the police and other digital forensic instances? No they were not! It seems that when you are backed by a billionaire, the machines of prosecution tend to maul extremely slowly, or the machines is inhabited by cowards that are not willing to press any buttons until they can blame someone else. Whatever the reasoning will be, it is about to get a lot more juicy!

That is seen with “The data was collected via Facebook’s permissive “Graph API”, the interface through which third parties could interact with Facebook’s platform. This allowed Kogan to pull data about users and their friends, including likes, activities, check-ins, location, photos, religion, politics and relationship details“, not only was the Facebook team extremely lazy, the setting of the app could have potentially made things worse. They could have been accumulating data and reset the data against aggregated statistical margins, that means that EVERY market research company on the planet had optional access to additional data they never ever had before, it would have optionally increased value of any dashboard by 400%, now consider that I saw part of this flaw (I never knew that Facebook had made it THIS easy) from 2014 onwards. Even if the system was less able, there was a flaw and there is absolutely no chance that this merely involves Cambridge Analytica. So when we consider this, and add the quote “He told an undercover reporter: “We did all the research, all the data, all the analytics, all the targeting. We ran all the digital campaign, the television campaign and our data informed all the strategy.” He also revealed that the company used a self-destruct email server to erase its digital history. “No one knows we have it, and secondly we set our … emails with a self-destruct timer … So you send them and after they’ve been read, two hours later, they disappear. There’s no evidence, there’s no paper trail, there’s nothing.”” this changes the game on a few levels, this is no longer merely data capturing, or data analyses, this is tradecraft, deleted things cannot be acted on, a truth that has existed even before Facebook existed (ask the horse Pegasus). So when we think that James Brien Comey Jr. esquire, who served as the seventh Director of the Federal Bureau of Investigation from September 4, 2013, until his dismissal on May 9, 2017. The dismissal is part of it all because, as I personally see it, he never had a chance, this is not some commercial app; this was tweaked on a much higher level (to where will never be proven, and unless someone kept a printed email, the evidence is gone forever). That part shown that this was no small operation, this was tried and tested on several levels and if there had been no whistle-blower, we would never have known, even if the metropolitan police decided not to sit on their hands for about a week, it still would not have mattered.

It does not stop there, this is a lot bigger and I think Mark Zuckerberg knows this, he must have realised this in the first hour the mess landed on his desk, the question is what he would have been able to do after the fact, I think it would have been very little. The fact that the Guardian had part of this in 2015 also counts, even as there is a large lull in activity, a journalist hands are tied to some extent, no evidence, no setting and even as I knew parts of this earlier, I could not prove it and Facebook was certainly not going to be much help there, because the value of their treasury is their data and someone telling them it is overstated by 70% is not what they are willing to hear or give attention to.

The next part is Cambridge University researcher Aleksandr Kogan, when we see “My view is that I’m being basically used as a scapegoat by both Facebook and Cambridge Analytica. Honestly, we thought we were acting perfectly appropriately. We thought we were doing something that was really normal“, really? Capturing private data is perfectly normal? We see that part in “Aleksandr Kogan, a Moldovan-born researcher from Cambridge University, admits harvesting the personal details of 30 million Facebook users via a personality app he developed. He then passed the data to Cambridge Analytica who assured him this was legal, he said“, he had no clue on Intellectual Property rights? Because that was already an issue when I attended University years before that, there are Facebook documents on what can and can’t be done, none of that rings a bell? And this statement now completely opposes the mention by Cambridge Analytica that there was never any data. In addition, his title, where he is boasting his title as a Data Scientist, he should be aware of Loshin (2002), Loshin, D. (2002). Knowledge Integrity: Data Ownership, June 8, 2004. Here we see “Researchers should have a full understanding of various issues related to data ownership to be able to make better decisions regarding data ownership. These issues include paradigm of ownership, data hoarding, data ownership policies, balance of obligations, and technology. Each of these issues gives rise to a number of considerations that impact decisions concerning data ownership” the fact that the information came from a protected source, should have been clear indication that Aleksandr Kogan should have clearly known that what he did was illegal to the larger extent, or he could remain in denial and just hand in his degree and title (Cambridge University might like that a lot better too).

All simple points that seem to have been looked over or is that looked past).

Now let’s get back to my previous promise ‘it is about to get a lot more juicy!‘ and go just there. So you all have heard the one truth, ‘If you don’t want your naked selfies to make it to the internet, do not make any!‘ So there is this girl who thinks she might be a photo model, so she goes ‘tits out’ and shows that she is photo model material, she sees the results and realises that she is not, so she makes her boyfriend promise to delete them and he does. At home he undelete’s the pictures, posts them online and he looks for a new ‘fuck of the week’. For her it all goes tits up which is worse that tits out and that is where we are now, Facebook has ‘shared’ the data and now it is out, so when we see the link to Emerdata, and the mention that Alexander James Ashburner Nix has the following company appointments

  • SCL GROUP LIMITED (05514098), as Director since Jan 2016
  • SCL ANALYTICS LIMITED (09838667), as Director, since Oct 2015
  • CAMBRIDGE ANALYTICA(UK) LIMITED (09375920), as Director, since Jan 2015
  • SCL DIGITAL LIMITED (09375055), as Director, since Jan 2015, DISSOLVED
  • SCL SOVEREIGN LIMITED (09375809), as Director, since Jan 2015, DISSOLVED
  • SCL COMMERCIAL LIMITED (08840965), as Director, since Jan 2015
  • SCL SOCIAL LIMITED (08410560), as Director, since Feb 2013
  • SCL ELECTIONS LIMITED (08256225), as Director, since Oct 2012
  • EMERDATA LIMITED (10911848), as Director, since Jan 2018, RESIGNED, Mar 2018
  • FIRECREST TECHNOLOGIES LIMITED (11238956), as Director 2018, RESIGNED same day

This is all form one address in one instance he resigns the day he is hired? How weird is that? Don’t answer, the options are all overwhelming, but in all these instances he would have had access to infrastructure allowing the passing through of terabytes of data, it is also so interesting that they were all called Alexander, perhaps a fluke! Yet when we look at Alexander Bruce Tayler, we see that he is also a Director at Emerdata limited, so the plot does thicken. In addition, these places are all linked to PKF Littlejohn, the chartered accountants, now that last part makes sense as a director might seek one accountant for all companies, nothing weird about that. The issue is that there is a whole web of connections that allow the data to have been moved to Hong Kong and New York with no options to securely obtain the data and have it wiped. So this is not an accusation, this is the realistic setting that the data could (I do say ‘could’) have been spread all over the planet, until proven that the data was illegally obtained there is no crime and no option to get anything done, Facebook should have known this from day one. Even in the mid 90’s it was clear that Intellectual property and Data ownership was the hard-core central point for any corporate setting. If not, why would there have been such a booming business in transferring legacy systems?

Data has value, ask any salesperson!

So are we sold a bill of goods, because that is what it looks like? Let me also add that this is not sold by the Guardian, I think that the players in this game has been a lot more clever than most players and the paraphrased suggestion that the rats pretty much walked away with a whole wheel of cheese (ask any sinking ship) is not the strangest notion in all this. The final part we see (at https://www.theregister.co.uk/2018/05/02/cambridge_analytica_shutdown/) with ‘Cambridge Analytica dismantled for good? Nope: It just changed its name to Emerdata‘, yet is that information valuable? I cannot tell because I am not an accountant. You see, I found it interesting that even as PKF Littlejohn, the representative of PKF International was seen in all the registrations, it is “the boards have applied to appoint insolvency practitioners Crowe Clark Whitehill LLP to act as the independent administrator for Cambridge Analytica“, there might be a valid reason for that yet when I seek into PKF international I see: “PKF International member firms lead the world in Insolvency services, we can help you through financial misfortune and the recovery process globally” (at https://www.pkf.com/services/advisory/insolvency/). In this it is merely my speculation that this is the start of a Chinese wall, a level of isolation regarding information and reporting. It protects all the players in the house. It remains speculative, yet is it an optional truth? When was the last time you saw an accountancy firm walk away from revenue? Tesco lunch anyone?

So whilst someone might cry for the people involved, I wonder how much tears an executive deserves when you realise that 2 hour mail deletion systems were in place, what else were they hiding and who else is playing that game, because when we see the 2 hour deletion setting and the police sitting on their hands for around a week (as I personally see it), I have little faith that the actual truth will ever be found through any level of evidence. The whistle-blower Christopher Wylie E Coyote is the one clog in the cog that set this all to an open investigation status; so whilst the rest is doing the ‘meep meep’ roadrunner we are left wondering how many other social media corporate settings are filled with stupid people. The numbers rarely add up, but I never expected the books to be this out of balance, not when we realise that this partially implies that Mark Zuckerberg has been doing open heart surgery on himself with a butter knife (a stupid idea for at least two reasons).

That is what it looks and feels like and it is as I personally see it as the result of being sold a bill of goods by all the reporting players, most of them unaware that they were doing just that (I am referring to the actual newspaper reporters in this instance).

 

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May 2, 2018 · 11:29

Are there versions of truth?

It is a question that has haunted plenty of people, you see there is just one truth, although, is that ‘there is your side, my side and the truth’; it comes from Robert Evans ‘The kid stays in the picture‘, a 2002 documentary. We have seen the quote is several works including the famous Sci-fi series Babylon 5. The fun part of this is that the three parts are all based on honesty, yet it is more than just a matter of perspective. I have always known that, although the interaction of perception and observations is something that needs to be in a book, not on a blog. So when I was confronted with the site ‘Seeking Alpha‘, which was described by the Wall Street journal in 2014 as “SeekingAlpha.com predicted stock returns, as well as earnings surprises, above and beyond what was evident from Wall Street analyst reports and financial news articles” is from the article more than just that. The article (at https://seekingalpha.com/article/4168001-investors-face-moral-dilemmas-investments-saudi-arabia) gives us ‘Investors Face Moral Dilemmas with Investments in Saudi Arabia‘, can be countered with ‘every investment has a moral dilemma’, so that is not much to go by. Yet the setting of a 500 billion market where we see the foundation with “A component of the Saudis’ Vision 2030 is to create an indigenous defense industry one that will promote volatility, not stability, in a region on perpetual warfooting“, gives me not the shivers, but the contemplation of what game is played. You see there is no doubt that Saudi Arabia wants to create an indigenous defence industry; every nation wants that, especially when it has been under threat for many years. I would have told Crown Prince Mohammed bin Salman if he would respectfully consider buying Remington as it is bankrupt and going cheap. The excellence of its weaponry, weaponry that have made it to the most elite parts of the global national defence forces is not just a matter for defence, hunters and others revere the weapon for its standard of excellence and it is not a bad place to start. You see, that is merely one path, in all this the setting of ‘one that will promote volatility‘, is not only not a given, I wonder where Seeking Alpha got the data in the first place to make that assumption. When we accept that there is an optional truth, there should be a look at the antagonising party, namely Iran as well, in that regard we see (at https://seekingalpha.com/instablog/776842-investorideas-com/5152941-cryptocorner-iran-developing-cryptocurrency-japan-s-sbi-launch-exchange-australia-cracks-icos), “Iran is progressing with its own crypto currency project despite having banned crypto trading in local banks according to a report at Reuters. Information and Communications Technology Minister Javad Azari-Jahromi said the ban from Iran’s state bank would not apply to development of a domestic crypto currency“, as well as “Equally, if not more importantly, investments by Russia’s oil and gas companies in the development of oil fields in Iran may exceed $50 billion, presidential aide Yuri Ushakov told reporters in early April” (at https://seekingalpha.com/article/4167229-effect-unilateral-u-s-sanctions-irans-crude-oil-production?page=3) and in finality we see “On Sunday, pro-Iranian Shiite rebels in Yemen launched a missile attack on Saudi Arabia targeting four cities. The Saudi air defense intercepted the missiles, however, one person died and two others were hurt by shrapnel. Saudi Colonel Turki al-Malki made it clear who Saudi Arabia thought was to blame: “This aggressive and random act by the Iran-backed Houthi group proves that the Iranian regime continues to support the armed Houthi group with qualitative capabilities…”“, which we get from the article (at https://seekingalpha.com/article/4159016-7-missiles-closer-iran-war-100-oil) called ‘7 Missiles Closer To Iran War And $100 Oil‘. So now we see two parts, we see Saudi Arabia accused of volatility and ion all this the aggressor Iran is not painted in any way in any of these mentioned articles merely defined as ‘Pro-Iranian rebels‘, the fact that those rebels cannot afford any missiles and for the most they lack the ballistic skills as well as deployment and knowledge of GOLIS firing solution systems, issues like deployment, missile calibration and beyond that there is setting the precision of the missile by making sure that the electronic settings are correctly tweaked and calibrated to interact with the information that the targeting hardware offers. All that requires skills, skills that the Yemeni do not have, but Seeking Alpha is all over that and, oh, actually they are not!

So in the $500 billion setting of growing the Saudi industry, one valid component is now the stuff of moral discussions and the setting of unproven volatility, can anyone explain why Seeking Alpha has released 7 articles in the last 24 hours on Iran, where one shows opposition between the Iranian judiciary and the President on ‘disrupt national unity‘ in the setting of ‘Rouhani opposing banning social media networks, as he attempts to open up the country to the outside world‘, there is not a moral dilemma here? Or perhaps it is not a setting for volatility whilst the growing of Iranian civil unrest is currently seen as a given. So how do we not see in more articles that for the speculative person investing into Iran is facing all kinds of risks from Iranian civil unrest?

Yet it is that setting that we can all easily check on how certain paths are played. We can see this in another way as well, when we see the French visit; we see “Macron had come to Washington in a bid to convince Trump to remain in the deal. He proposed “pillars” for adding to the existing deal, including extending it for the long term, limiting Iran’s ballistic missiles, and dealing with Iran’s involvement throughout the region“, whilst in the article regarding Crown Prince Mohammed bin Salman we see “Regardless of his charm, offensive MBS will continue his extreme ruthlessness, admittedly a de rigueur requirement in a tough country and even tougher neighborhood especially because his radical changes have created many internal enemies“, we also saw “Saudi crown prince Mohammad bin Salman (MBS) wrapped up his well-orchestrated and unprecedented “meet & greet”, “press the flesh” two-week April tour of the US with the icons and titans of three primary industries in his effort to diversify the Saudi economy as part of the ambitious Vision 2030 plan“, yet nowhere do we read an optional: “Success can only come from a vision, brought by a visionary. We are a nation with resources, with options and opportunities. We are more than the oil that is acquired from our soil, we can and will harness resources as well as investment opportunities to stimulate our economy and diversify our revenues. Our nation sitting central between Africa, Asia and Europe should have been more about growing that advantage and now we will, we have the foundation to grown in technology, in minerals and in services to be a global player, we must take that opportunity before it is lost to us forever. It’s not a fast path, and to do this properly we must grow over the next 12 years to be able to become that global powerhouse“. Well, there is one place where something like that can be read, it is the introduction (at http://vision2030.gov.sa/en/foreword), where we also see a lot more on the Islamic part on Saudi Arabia, which is perfectly valid. So when we go to http://vision2030.gov.sa/en/node/125 we see a massive amount of programs all set to push Vision 2030 forward and the interesting part in that is that there is not one mention of the words ‘defence’, ‘Army’, ‘Navy’ or ‘Air force’. Even as I am convinced that growing national defence is part of that, my wonder is that with all these options and opportunities, Seeking Alpha resorted to the Moral part of a defence structure that is nowhere near a central part of the Vision 2030 brief. We know that Saudi Arabia has the option to go full G5 from day one and the investment options there are massive opportunities not to pick up millions, but billions. Yet the issue becomes larger when we see that the writer Albert Goldson has plenty of experience and should be well aware of commodities (read: he is a bit of an expert according to sources), so when we set this against the view of Bengt Nordström, CEO of consultancy Northstream who gave us last year “growth in the industry has disguised not only the fact the telco industry is largely a commodity, but also that it has not been hugely innovative for a number of years“, that in light of the upcoming 5G, where ‘first in, soaring profits’ could surely be a given, none of that is shown, merely the fact that Saudi Arabia is allegedly about ‘volatility‘, so whose buttering the bread and who is that sandwich being made for?

Another part not shown was ‘Advancing pharmaceuticals and patient safety in Saudi Arabia: A 2030 vision initiative‘ (at https://www.sciencedirect.com/science/article/pii/S1319016417301780). Here we see “A recent conference in Riyadh, sponsored by King Saud University, sought to discuss these issues and develop specific policy recommendations for the Saudi 2030 Vision plan. This and other efforts will require more and more creative educational programs for physicians, pharmacists, hospitals, and patients, and, most importantly evolving regulations on quality standards and oversight by Saudi health authorities“, let’s not forget that we are in the beginning of all this, there is 12 years, which will go quickly I’ll grant you that, yet in all this the opportunity to grow Patent Law, Law firms, and set proper markers in place would be an essential step before such a level of patent bearing change comes. The option for Pharmaceutical investment was not shown in the article, or the mention of the issues shown at https://ncusar.org/programs/17-transcripts/2017-06-20-burton.pdf (attached). So, I am not opposing that there is optionally a need to grow the national defence industry, but is that set in the right light? In the light he gives the investors (which is his right to do), we see “However, for the moral implications mentioned with respect to the development of an indigenous defense industry, check your moral compass. From my perspective, it’s a financially profitable but morally bankrupt undertaking“, yet what morally bankrupt idea is there on growing the pharmaceutical and mobile network industry? they are highly profitable if it is achieved and there is moral question, my moral compass is setting on the field asking Albert Goldson, a member of the Association of Former Intelligence Officers (AFIO) and an Associate Member of the Foreign Policy Association (FPA) why he missed on those options. Also in the view of two dozen projects that are openly stated, why would he focus on a part that represents merely 10% and focus on those two dozen programs, where the investors would find the gems that the investors would want to find in a $500 billion layered cake called ‘Vision 2030‘. Oh, as for that military part, the attached Burton presentation ‘Opportunities in Saudi Arabia – Vision 2030 and Beyond‘ spends two slides on it and the most important part shown is “Vision 2030 calls for 50 percent of military equipment purchases from domestic suppliers instead of imports“, whilst also mentioning that the Kingdom of Saudi Arabia (KSA) “spent a total of over $63 billion on defense and security in 2016, including off-budget spending“, so when we see that, we see that for the smart investor there is an optional $30 billion a year available for those who might not have a moral issue working on a government set national defence program. That in light of Iran delivering missiles hardware and support to non-combatants, which are rebels at best, yet terrorists might be more apt when we consider “Nasrallah’s letter is proven evidence of Iran’s involvement in the Yemeni civil war, since it shows that Hezbollah, which is financed by Iran, is taking part in the fighting in Yemen” (source: Jerusalem Post). So where exactly does Seeking Alpha stand? Let’s be fair, they can be in any place they like as they are merely advisors towards their investors in all this, yet even with my high moral (or is that outspokenly oral) I would not turn away from a $32 billion market, especially if I had that level of cash. Oh, and whilst you consider on where morality needs to be, Boeing, Lockheed and Raytheon have already signed up, so the delay you took made that cake a hell of a lot smaller, but even if there is still $2 billion up for grabs, would you walk away? Let’s not forget that next month’s rent is due!

So in all this, I never stated or implied that Albert Goldson lied to anyone. Yet when we consider there is your side, my side and the truth, what did we see? You see, I get back to perception versus observation. Through perception he is focussed on the defence part, but why? The shifted setting towards Saudi Arabia will impact something else, but what else is impacted? That is the question, is it the Iranian setting (when considering the other articles), is it something else entirely, or is Albert Goldson focussed on something beyond all this? It is a speculation from my side, yet the absence of the Pharmaceutical and Mobile Industry absence implies just that, yet in equal measure I will state that this would merely be my perception, based on all my observations. That is part of the setting. In the realm of ‘there is your side, my side and the truth’, it becomes more and more about observation versus perception. In a case like this, when there is $500 billion on the table, is the perception the amount on the table, or the observation of whom else is at that table that matters. Is that merely an observation or does the perception become: where is MY opportunity? Because in the end that is what the investor cares about, and moreover, where and what size their slice of the cake becomes.

In addition, my observation will be that the changes mean that there are new players and some of the old players have been so well fed for such a long time, in this ‘parting might be such sweet sorrow’ (Romeo and Juliet Act 2, Scene 2), yet for the previous players it will be over their dead bodies, that tends to be the gist of it. The change needs to be observed because it shown also where the pressures of the players will be and that pressure can be seen as cost and risk. It is the wiser player that makes it through and gets the slice of the $500 billion layered cake; it is merely the question on the size of the slice and the perception of the profit it allegedly holds.

 

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May 1, 2018 · 12:12

The Update

This is not about specifics; this is about the latest updates on a few sides. First we get back to ‘The successful and the less so‘ (at https://lawlordtobe.com/2018/04/26/the-successful-and-the-less-so/). We had the rundown on the Marvel movies and Spielberg’s Ready Player One. My view remains the same, the three movies were awesome and there is no denying that. What is however a shift is the impact that the Avengers: Infinity War had, I knew it was going to be big, but a 3 day global total up to April 29th of $640,000,000 (rounded down) is beyond what I would have ever expected (read: imagined). The total revenue of Ready Player One was surpassed in 3 days with 20% to boot. It will get worse (depending on your point of view). You see, I am hearing all around me that people want to see it again. There was so much to see. So not only will it surpass the one billion dollar marker in a 10 day stretch, the revenue of Infinity war on 4K and Blu-ray will surpass most records to date. It could even spell a drive for people to look for a 4K TV and a HD 4K player merely for this movie alone. So if there is a Christmas release planned, it will likely be a $999 deal for the 4K TV, the 4K Player and the movie, all neatly gift wrapped. Those who do not have a 4K TV at that time might leap at the option offered. Techspot gave us “the movie’s Sunday box office performance – Infinity War reportedly raked in a whopping $69.2 million, breaking yet another domestic record“, implying in part that the movie is set to break the records that the number 3 top placed movie has, as Infinity war is likely to surpass it. I don’t think that it will make the current number three sad, it took three years for a movie to do that and records were always meant to be broken at some point.

The second update is on ‘Flames of the blame game‘ (at https://lawlordtobe.com/2018/04/27/flames-of-the-blame-game/), you see, the Financial Times (at https://www.ft.com/content/c532579a-416d-11e8-803a-295c97e6fd0b) has an issue with data sharing and the Kensington and Chelsea council has been fined £120,000. Now we can have all kinds of thoughts yet the quote “the perception that a large number of properties were left unoccupied by wealthy foreign owners — provoked greater scrutiny of the borough’s housing situation amid calls for empty homes to be used to house evacuees, and criticism of the approach of the Conservative-run council to public housing provision and maintenance” implies that there is a much larger issue in Kensington and Chelsea and that certain steps are being taken. They got an opening to make a shift and the Grenfell disaster gave them an option. The interesting part is that this goes back to 2017. The Guardian (at https://www.theguardian.com/uk-news/2017/aug/02/revelations-about-empty-homes-in-grenfell-area-simply-unacceptable) reported “Labour has condemned as “simply unacceptable” the 1,652 unoccupied properties in the London borough where the Grenfell Tower fire took place, calling for government action to bring them back into use“, which is as I see it, hypocrisy at best. You see the previous Labour government under Tony Blair was very eager to call in the investors, yet down the line no one wants to pay for the fallout. This did not start recently, this has been going on since the late 90’s, the EU reported in a paper  (at http://ec.europa.eu/economy_finance/events/2003/workshop/woodetal.pdf) by Forrest Capie, Geoffrey Wood and Frank Sensenbrenner by the City University, London: “confirmation is provided by the complete absence from mainstream political discourse is the notion that “multinationals” have somehow taken over, or impeded the actions of, national government. All this exemplifies, we conjecture, the relaxed attitude of a major foreign investor. At least at present levels, no-one much worries about “who owns” British industry, so long as British residents have savings somewhere. Foreign ownership is a non-issue in Britain“, a non-issue? Really? This was given in February 2003, so this has been going on for a while and yes the short term gain was clearly seen, millions upon millions, yet the long term play starting 5 years ago, when we see that 1650 unoccupied properties in one council alone is costing the infrastructure, 1650 households not needing energy, not needing food, not needing services, so those services in place is one thing, the fact that this group should be supporting half a dozen shop chains is now off the table. The UK did this to them self when they forgot basic math. So when we learn the setting of ‘a man’s home is his castle‘ and ‘trespass is actionable per se’, we see that these people have painted themselves in a corner. So even when we saw last year “London’s mayor, Sadiq Khan, said he would make proposals this year to find a more effective way to tackle the issue” he basically doesn’t have a leg to stand on and now the council might have given it to the press, so that the journalists, in the light of the Grenfell disaster can up the ante by emotional reporting, and it only costs the council £120,000 to allegedly start using the press as a tool of convenience. This allegedly setting is seen in the Financial Times quote ““at the time of the security breach, the feeling of social inequality was running high in this wealthy borough. Such disclosures therefore required guidance and oversight,” the ICO said“, it seems to me that someone decided to play judge and jury on a setting that the government, especially the previous Labour government enabled in the first place. It is not a fluke; there is a whole range of insurances that are covering this. UKinsuranceNET is merely one of many examples. Most are immediately covered by ‘Owner is working away‘, ‘Non-UK residents are accepted‘ as well as:

  • Ensure that you have a friend or family member inspect the property regularly. A minor continual escape of water left for a period of months can devastate a property. This is why escape of water is not usually covered with unoccupied insurance policies without terms and conditions applying.
  • Home emergency cover, should a plumbing or electrical fault occur the person who is looking after your house will appreciate this. Remember standard home insurance will not provide cover as extensive as an unoccupied insurance policy.
  • Speak to your local council; you may be eligible for a reduction in your council tax.

So there is not just an issue, it is a much larger market, you see Huw Evans director general of the Association of British Insurers could have told them that when he had that large issue on the Grenfell building when he was talking about inadequate fire testing.

Yet in all this, these people will not learn. Now, I will accept that Mayor Sadiq Khan cannot be blamed in any way for the latest issue, oh yes, you see with: “London Mayor Sadiq Khan has already given his approval for the scheme“, yet the clarity (that in a very rare instance, the Sun brought), by giving us “Chelsea stadium plans hit by £1b sale of England home to Fulham and NFL owner Shahid Khan“, so even as we accept that ‘Shad Khan, is a Pakistani-American billionaire and business tycoon. He is the owner of the Jacksonville Jaguars of the National Football League‘, he is still a foreign investor and whatever happens next (besides the setting that if the sale goes through), billionaires tend to be modestly serious people and spending £1,000,000,000 on a building implies he can do with it what he wants. If he wants to turn it into a fabulous new Mosque (merely a speculative thought), there might be little to stop him. You can’t play your games on whining games regarding empty house penalties, whilst you are willingly, knowingly selling to a foreign investor. It seems that the slippery legislative slope they put themselves on could be the start of a lot more court proceedings and when you have a large number, followed by 9 zero’s and only after that a decimal point, you could hire 5 lawyers and give them one clear job description: ‘rain proceedings on these councils‘ and you’ll get £400 an hour for as long as you can do that. It could lock a council in legal proceedings for decades. Now that is merely my speculation, but there is a precedent. The ICBA reported a variant in 2016 with “Unlike the patent troll problem that ICBA fought all the way through Congress, however, this new crop of law firms is relying not on flimsy patent claims, but on detailed arguments that are already making headway in the courts“, when you consider that part, how vulnerable would any council or borough be? A dozen cases per council would lock up their legal division for up to two years at least. It ends up that close to nothing could be achieved. Now this is all merely speculation, but it is not that far-fetched with the Guardian reporting on “The number of solicitors qualified to work in England and Wales has rocketed over the past 30 years, according to new figures from the Law Society. The number holding certificates – which excludes retired lawyers and those no longer following a legal career – are at nearly 118,000“, so with 118,000 of them having hungry mouths to feed and the need to get revenue, do you still think that my view is far-fetched?

The Grenfell disaster is making all kinds of issues a lot more visible, one of them has been not to rely on foreign investors and their impact to such an extent, it has been an issue for close to well over a decade and not these birds have gone home (outside the UK) to roost, or is that to roast in the sunny sun at a tropical beach?

So in this, when I saw John Healey, Labour’s shadow housing minister state ““there were about 200,000 long-term vacant homes around the country, “including those bought and left empty by speculative investors”“, as well as “Labour would allow councils to charge a 300% empty-homes premium on properties that have been empty for more than a year and ask them to prepare empty-homes strategies to bring homes back into use in each area. We would also reverse the Conservatives’ weakening of councils’ powers to introduce empty dwelling management orders to bring homes back into use“, at what point would he also state that the previous government under Tony Blair got much (if not most) of  that damage done by opening the flood doors of foreign investors? In this, the end is nowhere in sight and even the councils realise that they are fighting an uphill battle against foundational legislation as the UK has had it for generations. It was part of the sales pitch that sold it so well, unravelling that would end up being devastating to the UK economy and these players know that (read: should truly be aware of the hazards) very well.

In finality there is the update on ‘Ferrari Mario (2018)‘ (at https://lawlordtobe.com/2018/04/28/ferrari-mario-2018/). This is a larger one, because Phil Spencer according to several sources is setting the stage that Microsoft is having its own JRPG on the Xbox One. This is not something to sneer at. In one set of minds it is almost ludicrous and suicidal to go that way, but it is not anyone making that play, this comes from Phil Spencer and he knows games. So there is a play and it is about to be made. Now JRPG games tend to be a real game changer, it is a niche market that has a massive following. If Microsoft pulls that off, it would be such a blow to gaming (to their benefit), one that no one saw coming to that degree, this is the kind of victory shot that Microsoft desperately needs and if they do pull it off it will be a massive one! With that one ‘rumour’, one that came in several ways from Phil Spencer, towards several medium we see that Microsoft is starting to fight back, they will still take massive damage over the coming year but as to the options that limits deadly damage to the Xbox console this is certainly one that will have a large positive impact for Microsoft. Now, I refuse to go into the ‘what if it is a bad game‘ shot, because in the first I haven’t seen it, we will in 5 weeks see either something playable or a serious trailer/teaser that could bring the house down. In the second because JRPG are a vast setting of options and they are not all alike, what is a given is that when it does come it needs to be on a level of excellence that the JRPG fan expects, in story, in user experience, in graphics and atmosphere, to pull it off outside of ‘excellence driven Japan‘ has never been seen as an option, so the pressure will be on for Microsoft. If they do, then it will be one of three essential niche victories they will need, not to stop Nintendo, because that is a lost race. What will matter that three to four of these games would allow Microsoft to optionally regain the number two spot in the future, yet my personal forecast (speculative prediction is more accurate) is that they will need 3-4 of these games to be released in the next 18 months to pull that off, if they haven’t started on the additional 2-3 games at present, they might be too late, but let’s wait to see what the E3 brings before locking that gate, it is only fair that Microsoft gets that option to present that to us.

Three updates that needed to be made as the issues I talked about earlier are getting more traction and they are showing us the change that will come, even as the hearing into Grenfell aren’t seen for close to a month, the media is looking at many sides, many issues and Grenfell will be pulled into every emotional issue these politicians need, Jeremy Corbyn seems to live off that vibe, even as his co-players are not that enthusiastic to mention the previous Labour blunders that caused some of the damage we are seeing now.

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