Category Archives: Finance

January 20, 2025 · 03:54

And there was more

You see three days ago (merely two days and change) I wrote ‘A story in two parts’ (at https://lawlordtobe.com/2025/01/17/a-story-in-two-parts/) where I laird bare a few of the ‘shortcomings’ of Microsoft. However there was more. I had initially chosen the title ‘The color is blue’ yet I decided that the premise is not about Azure, there is more to it all. You see Fierce Network gives us ‘Google Cloud could overtake Microsoft’s No. 2 cloud position this year’, which sounds nice. However there are a few issues with that. We will all love ““Google Cloud is already nearly equal to Microsoft Azure in revenues, and has a higher revenue growth rate than Microsoft Azure,” Gold wrote in a research note. “By the end of the next four years of revenue growth, we project Google Cloud’s revenues will be 55% greater than Azure at current growth rates.”” The research note gives the proper “Based on the Average of Past Two Years Revenue Growth Rate

Assuming Same Growth Rate Going Forward” so that is good, but it does not despair from “By the end of the next 4 years of revenue growth, we project Google Cloud’s revenues will be 55% greater than Azure at current growth rates.” Yet this setting does not account that someone at Microsoft ‘suddenly’ takes an innovative step towards (who knows), the second setting is that the technology premise stays where it is. Huawei with their HarmonyOS is another factor, the Chinese factor. In this I predict that they might use Microsoft down the line and might step away from Google (speculative). We have little insight in what places like the UAE does and they have a large investment in their approach to AI and in this Microsoft has the inner track there. So I love the premise, but I have thoughts of consideration on how the future unfolds. There is a chance that AWS will clear house, but there are reservations on that front too. 

Still, Azure has issues. You see the Register (at https://www.theregister.com/2025/01/13/azure_m365_outage/) gives us ‘Azure, Microsoft 365 MFA outage locks out users across regions’ with the added “Microsoft’s multi-factor authentication (MFA) for Azure and Microsoft 365 (M365) was offline for four hours during Monday’s busy start for European subscribers.” I understand that it comes with “It’s fixed, mostly, after Europeans had a manic Monday” now I wonder why we see the use of ‘mostly’ there are perhaps a few gaps in the solution and that happens, but how many of these events will Microsoft cater to until a user like Coca Cola gets a tap on the shoulder to start looking for alternatives? Do you think that a man like James Quincey keeps his sense of humor when his bottom line is under fire? And that is only the beginning.

Still Microsoft has its own ‘defense’ knee jerk operation, we are informed of that by Techi where we see (at https://www.techi.com/microsoft-files-suit-against-hundreds-abuse-azure-openai-services/) with the headline ‘Microsoft Files Suit Against Hundreds for Abuse of Azure OpenAI Services’, so not only is their OpenAI ‘flawed’, it is open to abuse (apparently). We are given “API Key Theft and Hacking-as-a-Service”where we see “As per Microsoft, the defendants systematically and through their deceitful acts stole API keys, the fundamental means of authentication to its AI services. The hacked accounts were allegedly pivotal in creating an act of “hacking-as-a-service” One main ingredient for that operation would be De3u, a software that enabled one to convert images synthesized by OpenAI’s DALL-E without the necessity of writing an actual code.” I kinda covered that on September 8th 2024 in ‘Poised to give critique’ (at https://lawlordtobe.com/2024/09/08/poised-to-deliver-critique/). Michael Bargury gave us a small example of how bad things can get.  Here the operational setting is given through “A former security architect demonstrates 15 different ways to break Copilot: “Microsoft is trying, but if we are honest here, we don’t know how to build secure AI applications”” and here is the premise now consider what (under Torts) customers will do, for example Coca Cola. Do you think they go after the so called hacker with not enough money to afford his/her own place or Microsoft with access to several bank vaults? Take the fortune 500 clients with claims of transgressions, do you really think there will be even a penny left in those Microsoft vaults when their legal teams are done with them? It might not be fair on Microsoft, but the setting of the use of the term AI opens up a whole new can of worms.

Then the Business Times (at https://www.businesstimes.com.sg/companies-markets/microsoft-openai-partnership-raises-antitrust-concerns-ftc-says) gives us ‘Microsoft-OpenAI partnership raises antitrust concerns, FTC says’ in this I might actually be a bit on the side of Microsoft. They give us “MICROSOFT’S US$13 billion investment in OpenAI raises concerns that the tech giant could extend its dominance in cloud computing into the nascent artificial intelligence (AI) market, the Federal Trade Commission (FTC) said in a report released on Friday (Jan 17).” My issue here is that there is a setting we had in the past and in countries they created their version of the FTC. It was a power for good then, but there is now the setting that LLM’s and Deeper Machine Learning has grown to a scope that the FTC cannot really fathom. This IT solution goes beyond what they know or understand and all the tech companies face this. So either they grow their ‘programming with barricades’ side of it all, giving tech companies the flaws that the law imbued in whatever country it is based. And that for global companies will set a larger flawed premise. It is like parties are limited to what others have. As such all criminals will come to us with BB-guns, because that is what the police have. Does that sound realistic? I don’t think so. But this also falls straight into the premise that Fierce Networks gave us. It works out fine for Google, until Google gets barricaded I reckon. So this is a setting that the tech firms are set to whatever the wannabe’s can do, that is a direct strangling of commerce and innovation and it sets whomever develop the trigital computer system and if you think that these systems are fast now? The next level system develops with a trinary operating system running on that hardware will astound the world. As I see it should diminish the IBM Deep Blue to a simple calculator. The difference will be THAT much, so who will innovate that when the FTC strangles innovation?

And finally we get the CIO (at https://www.cio.com/article/3802745/microsoft-commits-to-ai-integration-but-delivers-no-particulars-to-differentiate-from-rivals.html) who gives us ‘Microsoft commits to AI integration, but delivers no particulars to differentiate from rivals’ and as I see it, it was already lagging too much against AWS, and now apparently Google is coming up fast and under these settings we get this headline? And the part that matters is given with “Analysts, however, agreed that the statement reflected no meaningful changes to Microsoft’s AI strategy. The bluntest assessment came from Ryan Brunet, a principal research director at the Info-Tech Research Group: “This is classic Microsoft. It’s very much the same old garbage.”” It reminded my towards an old premise from the late 80’s when the PC was exciting and new ‘Garbage in, Garbage out’ in the age when everyone considered themselves a Market Research executive and these wannabe’s had not even mastered the basic needs of data quality. It was a Gender versus Shoe size and they thought that the solution was add the Lambda test (I think it was Lambda). And I get it, Satya Nadella talks his own street side, the problem is that there are too many unknowns at present and he hopes to get all the others onboard before they have thoroughly selected their options and in light of the selected abuses, that setting is not a given, especially as Google seemingly doesn’t have these flaws (as far as I know neither does IBM or whatever AWS wields). 

A setting that was more and could set a lot of people in the liable column of choices. And some of this has been known for at least a quarter. When you add this with part one, you see why I predicted the downfall of Microsoft three years ago. And as I see it Microsoft walked to dotted line in a near perfect manner, too bad they never read the byline ‘this way to the crevice you will not avoid when getting too close’.

It is as some say ‘the way the cookie crumbles’. Darn still 4 hours until breakfast. Time to find a new story. Have a great Monday and if you cannot get into Azure today, feel free to investigate alternatives.

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January 18, 2025 · 18:45

The new optional premise

We have all heard the Anti-Chimetic (might not be a real word) from America. This is the setting we all face, once a Chinese innovative company becomes too big, it gets b banned from America. Yet, now there might be a new premise set. You see the BBC (at https://www.bbc.com/news/articles/c3e18qylq5do) gives us ‘US Supreme Court upholds TikTok ban law’ with the added “The US Supreme Court has upheld a law that bans TikTok in the US unless its China-based parent company ByteDance sells the platform by this Sunday” They might hand it to Kevin O’Leary (with a co conspirator), and as Kevin O’Leary is all about making Canada the 51st state he is becoming the enemy of every Commonwealthian. We don’t like that option, yet as I see it there is a second options. 

You see, the idea is that ByteDance creates a new hub in the UAE (optionally in Saudi Arabia) and now America has a problem. What will they do? Stop either of these two players? Good luck with the fallout that this brings. 

If ByteDance creates (for example) a second hub in the UAE, for example Abu Dhabi, and set the pre mine that everyone can post there, the UAE becomes the TikTok hub. The second nice part is that all the advertisement revenue goes there too and now we get a new setting, the international viewers get an international audience and in that the UAE will see a nice windfall too. Optionally we will now see Emaar Properties, Nakheel, Meraas, DAMAC and a few others float to the advertisement top. Optionally it opens the doors for Google to ‘promote’ solutions, but that is how commerce goes. It wasn’t enough for America to fill their pockets, now it turns out they are left with an empty shell. And from there new opportunities will grow and the first nail of the America isolation coffin is set. So whilst American ‘Justice’ is now set against the 170 million users it has in the US. These users might find a new breeding ground for growth. And with the 175 million users it has in Europe, the premise will now be set that America can no longer advertise to over 350 million TikTok users and lose the view of millions of users. I reckon (a speculation) that this loss will be seen all over Google (YouTube) as well. An Anti-Chimetic setting that comes with several hooks and a non-American angle in addition. So how good was this? I set this premise to the content that America had never proven that Huawei was an actual danger and should TikTok seek this solution, it also opens the stage for Huawei to get more and more visibility. There is no fairness in this, America should have given evidence (there was none), merely the fear that is was going to be (and successfully proven at present) that America lost to China in innovation. The setting that was simply set as early as 2010 when SIPO granted 814,825 patents, a year-on-year increase of 40.0%. So this is not new, this has been going on for 15 years. All whist certain ‘captains of industry’ relied on the size of whatever viagra increases instead of revenue. Innovation was a mere spin and now that the die is cast and results are to be shown these people cry like little bitches that the market isn’t going their way. Well the market relies on innovation, something the UAE has proven several quarters over the last 5 years with (allegedly) tremendous growth every quarter. We have seen the numbers and we are shown this with Emirates (with a reported growth of 71%), Emaar Properties Dubai (with a 66% growth) and a few others, but the story should be clear. I actually came up with an idea that could have added even more to that revenue and I grant you that Dubai was a good place to test my IP, before it gets grown into London and Toronto. My IP is never actually localised. It is merely a stepping stone to a more global impact. So as I see it the TikTok ban might open a few more doors for me (pure wishful speculation on my side) and in this where is America? And in this the Guardian gives us ‘TikTok says it will ‘go dark’ in US on Sunday unless Biden acts’ a real nasty setting, because the ‘go dark’ setting isn’t the end, but it is the diminished revenue for America in a stage where they are losing a near dozen in revenue settings on the global stage and when this is the start the TikTok people will find a second stage in the EU where one country will become a secondary hug to Abu Dhabi. A second stage of revenue going from America to another place. So how is that for jolly?

And in all this America only needed to supply evidence, not evidence that players like (for example) Microsoft would like to see presented, but evidence that shows that China was an actual danger to innovation, because it is the innovation that counts. And now there is a stage that could open up sales for Huawei to the EU all that from Anti-Chimetic fears. What a lovely web they weave.

Have a lovely day and feel free to explore what innovation the Huawei Watch 5 brings. The first watch that becomes a threat to both Google and Apple all at the same time. One brand to smite both, so how secure are we with what comes? HamonyOS is now striking out to a much larger population and while Apple and Google are at odds with each other, Huawei is setting the stage to strike at both. And this news is a mere 2 hours old.

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January 16, 2025 · 04:28

Giggling is the better medicine

This morning (around 03:00) I felt the need to check my mobile (a compact version of the invention by James Alexander Bell) or something of the sort. Inaccurate? Perhaps, but everything comes from somewhere. And as we all look towards roots, I looked at the screen and suddenly stopped. You see, I saw a Microsoft header with layoffs pass by. This is nothing to worry about, or new. They are all laying off people, all the big ones, so that is not cause for concern. Microsoft employs 224000 people, so they might cast a few more away. But I had not actually seen the details of the news, as such my trusty Chrome looked at the news of Microsoft and there a few things came up. And the count is important (for later)

  1. We see all kinds of advertisements with the Surface Pro being reduced $300 in one direction, $400 in another. There are all kinds of ‘offers’ but why would you want to discount THAT much? 
  2. Layoffs. We see ‘Microsoft lays off employees in security, experiences and devices, sales, and gaming’ (source; Business insider), ‘Microsoft staff face second round of layoffs as firm continues cost-cutting measures’ (source: ITPro) several sources claim that the layoffs will be small, but no numbers are given. Now this makes sense in light of the ‘redundancies’ at Google, Amazon, Meta (say Facebook) and a few others. Another source gave us “Microsoft plans to pause hiring in part of its U.S. consulting business and said last week that it would lay off less than 1% of its workforce”, still that could be up to 2200 people, when you are one of them percentages really don’t make a difference. 
  3. The information gives us ‘Microsoft’s Gaming Business Falls Short, Despite Activision’, This is fun. You see in 2023 Activision Blizzard had a market cap of A$120.08 Billion. Microsoft only paid 75 billion for the company and in early days I stated that a gaming company is only as valuable as the last game, and in 2022 Activision Blizzard’s annual revenue amounted to 7.53 billion U.S. dollars, as such Microsoft needs this to go on for 10 years just to break even. I warned for that and now we got ‘Microsoft’s Gaming Business Falls Short’, the Information (at https://www.theinformation.com/articles/microsofts-gaming-business-falls-short-despite-activision) gives us also “In the year to June, Microsoft’s gaming business revenue grew 5.8%, well below the 11% target set for the purpose of calculating part of Nadella’s compensation, according to securities filings. (That growth excludes revenue of Activision since its acquisition but includes Game Pass)”, it amounts to the fact that ‘gaming’ revenue is 50% short. Not good news I say. And when others come with complex stories that it has a few more sides. I say revenue is revenue and it is 50% short, that is the part others look at. And Newsweek gives us ‘Activision Hasn’t Helped Microsoft Grow Xbox Game Pass, Says Report’ (at https://www.newsweek.com/entertainment/activision-hasnt-helped-microsoft-grow-xbox-game-pass-says-report-2015392) where we also see “Microsoft was hoping that acquiring Activision would lure other game developers to rent its Azure servers, which hasn’t happened” not surprising. Developers like numbers and with a 3:1 margin Sony is a much more appealing choice for the first stage of any development. And the bad news doesn’t end there, we see at TechRadar (at  https://www.techradar.com/computing/gaming-pcs/theres-one-handheld-gaming-pc-that-went-under-the-radar-at-ces-2025-and-its-got-a-secret-weapon-to-beat-the-competition#) that Tencent now released the Tencent Sunday Dragon 3D One at CES 2025, a setting that was (kinda) clear over a year ago and my IP was set to that device and if successful (here’s hoping) it will cost Microsoft a lot more, well at least they bought Activision at $10 per $1 (OK, not entirely accurate, but I’ll go with that feeling). 

So three points, all relate to revenue. Lack of two, lack of innovation in one (spin stories aren’t innovative) and whilst we are ‘given’ ‘Xbox Game Pass expected to make $5.5 billion in 2025’ expected isn’t something that is achieved and there might be more bad news on the horizon, which will set the spin engines to overdrive. To compare, Nintendo reported in September 2024 a Revenue of 276.66B, can you see why I giggle? Microsoft ‘sickofans’ are elated on the optionally coming revenue of Microsoft Game Pass that is merely 2% of Nintendo’s revenue. And that is next year whilst Nintendo is already slaying the revenue dragon. The revenues of Microsoft are likely to lack visibility for some time to come. Some of the reviews of the 2024 Surface Pro aren’t anywhere near stellar (and it needs to be) as such my predictions for the downfall of Microsoft are still achievable. I reckon that when the first AI milestones start failing the domino’s will take a tumble making Microsoft cut more and more meat of their bones. All this whist more and more people see through the presented spin (as I tend to call it) You see, with the promise of tomorrow you better deliver tomorrow and certain parties bought into that and as such when delivery stays short of achieving. The dice get cast in a very different direction. For me it’s easy. I merely have to wait for the predictions too fall short and Microsoft is lacking in more and more fields and as such as Tencent makes larger gains the stage doesn’t just change, it crumbles. I wonder where Amazon is, because with their Luna they had options. I initially designed for that track (merely because Google dropped their stadia) and should Amazon get on top of the Unreal Engine 5, the stage is seeded with Amazon opportunities. A setting Microsoft totally ignored (also they were not invited to my IP clambake). As such I reckon that there will be a hiatus until Microsoft announces more lay offs. And I have seen that before. They will ‘call’ it streamlining and what I see is an empty egg. The shell of the egg looks smooth, but you cannot eat it. In 2023 we got ‘Microsoft outage worsened by staff shortage’, so before you cut your less than 1%, was your staff shortage secured? And when that happens, where are the other shortages? Where one source gave us ‘Microsoft has published a preliminary report into an incident on 30 August that finds insufficient data centre staffing levels contributed to an outage’ and another gave us ‘Microsoft had three staff at Australian data centre campus’, a data centre with 3 staff members? I reckon Microsoft has a few more problems (I reckon planning being one of them). 

So have a great day and consider where you are now and where you optionally could be.

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January 15, 2025 · 06:26

Tea with Yellowcake

That happens, we have some tea and we want something to snack with the tea, I also have that need with coffee, but there I tend to simply rely on the trusty toasted Blueberry muffin. Its yummy with some coffee, preferably a cappuccino. Tea has different needs, for the most I have some Tiramisu, or a Black Forest Cake. The other thing I used to love and it seems to be the limiting Dutch option of the Cream Cake, I haven’t seen it anywhere outside of the Netherlands and Belgium. Anywhere else it is not the yummy experience.

As for yummy options, Aljazeera (at https://www.aljazeera.com/news/2025/1/14/saudi-arabia-announces-plans-to-enrich-and-sell-uranium) gives us now ‘Saudi Arabia announces plans to enrich and sell uranium’ and before you start blaming Saudi Arabia with all kinds of messes, remember that the west (particularly USA) was unable to contain Iran with their nuclear messes. Remember Mahmoud Ahmadinejad? Between 2005-2013 he made a right mess and enriched to his heart content, Saudi Arabia was confronted with over half a decade of worrisome Iranian tactics as was Israel. In that setting Saudi Arabia had set the tone that they weren’t starting this, but they would match Iran in their actions. And now we get “Energy Minister Prince Abdulaziz bin Salman Al Saud told a conference in Dhahran on Monday that the move is part of a strategy to monetise all minerals, according to Reuters news agency.” I say if you need to do something, you better get some coins out of it. And it seems that Saudi Arabia is doing just that. It is the setting of “Trump pursued a policy of “maximum pressure”, withdrawing the US from a landmark deal which imposed curbs on Iran’s nuclear program in return for sanctions relief. Tehran adhered to the deal until Washington’s withdrawal, but then began rolling back its commitments.” And the setting that Iran rolled back its commitments is (my personal view) the reason that Saudi Arabia made these steps. The fact that they are clever about it and let this setting evolve through its own funding might be a speculative reason for this. All that time that America and the EU smoothed over the actions of Iran is precisely the reason that we are facing this. In all honesty I feel more secure with Saudi Arabia doing this than Iran ever did. It was the initial reason why I created the (optional and untested) Meltdown solution. There is nothing like a nuclear reactor melting down on itself, and when I saw images of Chernobyl my brain went to work and the result was put in ‘Keeping my promise, part 1’ (at https://lawlordtobe.com/2021/12/14/keeping-my-promise-part-1/) and the hilarious part of this was that Iran would be spending a few billions only to see it meltdown in the first month. I do have a quirky sense of humor. But as things go, Saudi Arabia is in the market of selling the stuff and it is their mineral and I think that good business is where you find it. I reckon it will take America a few days to shout at the world and they will ‘demand’ a peaceful solution. I say stuff that. They could never contain Iran (and the world applauded their non-actions) and look where that has got them. So whilst we see “Riyadh has yet to fire up its first nuclear reactor, which allows its program to still be monitored under the Small Quantities Protocol (SQP), an agreement with the International Atomic Energy Agency that exempts less advanced states from many reporting obligations and inspections.” We have to see that Saudi Arabia is much more than sand and oil (they have tourist space as well). Now that they are moving into the yellowcake market we need to see what comes up. I reckon that it won’t be the money fountain they would wish for as yellowcake goes for roughly $60 per kilo. It is roughly the price of tuna, so there is that issue to consider. Yet the foundation of ‘part of a strategy to monetise all minerals’ is something I would applaud and nearly every country should consider this. There are of course ethical issues to consider, but if the world does nothing about Iran, they have no business interfering with Saudi Arabia either, apart from the small fact that I trust Saudi Arabia a whole lot more than Iran.

So have a great day and do try the Tiramisu today with coffee. 

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January 14, 2025 · 00:57

In stages

That is where a lot of us are. We are looking at some thingamajig (not to be confused with a doohickey). And as such we evolve our way of thoughts. My initial thoughts in such a direction was a classic. It concerned the Citroen DS, I think it was about 3-5 years ago.

I always loved that car and I got to thinking. What if we switch the engine and add a battery. Suddenly the classics from our youth are blown in new life. It is not an outlandish thought. Todays more and more cars look so alike and are decently ugly, as such we might not like those cars. There is something appealing to drive an optional classical Jaguar, Volvo S80, Austin FX4 (the London taxi edition) and we might have numerous reasons for whatever car we want. I found out last year that someone is actually doing this, so that made me happy. Although they did it on some Mercedes worth millions. I was hoping for a setting cheaper than that. It would breath life into the automobile world. I think that it has a future. 

The second stage in this was that I (sort of) fell in love with a watch. The Versace watch, I am not an outspoken fan of Versace. I have nothing against them, but it was never my brand.

This watch was immaculate. Still I am happy with my Google Watch 2 (even as they are a bit of a dick at this moment). I need the Google Watch for a reason (the pedometer is supported in one case) that is why I need it. But I do use the weather part now as well. I also designed a face that has functionality I need, but I am not a programmer. And as such I am a little stuck. Still there is a point here. You see, plenty of people need their Apple or Google Watch, wouldn’t it be great if there was an option to ‘transplant’ that functionality to a Versace, Breitling or Tudor Watch? You see, we have the watch, but most of the settings are transferable to lets say the strap of the watch. Now consider that it needs to be transferable to the brand strap, with an optional new strap designed for that function. Now we could have the watch we always wanted with optional smart watch functionality. I don’t thing we could transfer everything, but plenty of things are a new option in such watches. Perhaps Google could look into that (in stead of harassing people 4 times a day to activate the backup setting). I think that the new hype will be unison of functions and I reckon that this is what 2026 will bring. I think that the smart watch was a stepping stone. I am not saying it is the end of the Smartwatch, that will continue. I reckon that plenty of people want a new setting and optional in different directions as well.

Consider the vloggers in this world. There are roughly 65 million of them (TikTok and YouTube). Wouldn’t it be great if we could transport the weather icon from the watch directly to your recording? 

It would be great for all these walkabout vloggers and there are millions of those. Optional the time as well (not at the same time). All options that have been out in the open for over two years. So where were Apple and Google with their ‘innovative’ minds? 

And when that door opens I reckon the boffins of these two places will have a larger collection of ideas. The players on the vlog play is also mostly limited. Apart from the Apple and Google devices, where instant adaptability is found, they for the most need to adhere to DJI and GoPro. After that the rest will follow suit (as they say). So what kept them?

That is the food for thought I leave you today. Have a great day.

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January 13, 2025 · 13:12

Are we being lied to?

You see, we might all cheer at the sight of ‘US and UK toughen sanctions on Russian oil industry’ (at https://www.bbc.com/news/articles/cn8xlj9kkkmo) and it would have been swallowed by a lot of people, if it weren’t for the fact that I gave light to the story of Politico in ‘Is it merely political?’ On October 6th (at https://lawlordtobe.com/2024/10/06/is-it-merely-political/) where Politico (at https://www.politico.eu/article/vladimir-putin-war-economy-pain-saudi-arabia-sink-global-oil-prices-energy-russia-opec/) introduced us to loopholes. This story is less than 3 months old. And guess what, there is no mention of of loopholes in that story, as such we can assume that they haven’t been dealt with. And the setting of ““Taking on Russian oil companies will drain Russia’s war chest – and every ruble we take from Putin’s hands helps save Ukrainian lives,” said Foreign Secretary David Lammy.” Is as I see it ‘a load of bollocks’. We see the mention of “the UK will join the US in directly sanctioning energy companies Gazprom Neft and Surgutneftegas” but the setting that we have known of for about 3 months, where Politico gives us “A loophole allows middlemen in countries like Turkey, China and India to refine Russian oil in petrol and diesel before selling it elsewhere — exempt from sanctions. According to a report first seen by POLITICO” as such we can ask America and the United Kingdom, so what about the loophole? The fact that it wasn’t mentioned is likely because it was never dealt with. So the one BBC page is as useless as a Watt meter in a wind farm. 

And when we consider that Turkey and India were not ‘tempered’ in processing Russian oil, was it therefor not done, or was it met with too strong opposition? The fact that Jake Lapham did not pursue this little detour makes for a lot more issues than you and me can fathom at the moment. So was this article any thing more than a waste of space?

I will let you decide, but take into account that the loophole was ‘shunned’ for the longest of time by the media at large. Therefor we can assume that they prefer to cater to big business and a lot less to informing the audience. So did anyone follow up with Gabriel Gavin, Eva Hartog and Geoffrey Smith of Politico? I reckon that the larger papers didn’t bother, as they want to appease certain parties and this article might be a little embarrassing to their stake holders.

I let you shift out what is real and what is not. The BBC lacks the parts that I lightened months ago on the premise of an article by Politico, a media party that has proven themselves a mere dozen times over. So where do you stand? And for those who want to state that it is about gas and not about oil. The Russian war Machine needs the revenue of both, and if one remains operational the Russian war machine goes on. 

Have a great day.

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January 12, 2025 · 05:58

Who’s funny now?

It was just after midnight when an article hit the retinals of my eyes. It happens and most of the time it is just as it is. Not this time, this time was different. You see, a few days ago on January 9th 2025 in my view (at https://lawlordtobe.com/2025/01/09/is-it-semantics/) with the title ‘Is it semantics?’ I wrote “I will let you decide, yet consider that America opened to door to grow China in near exponential size, because they could end up with options in Australia, Canada, New Zealand and the United Kingdom.” As some people laughed at my ‘sense of humor’ they ridiculed the setting from ever happening. Now the BBC gave me a mere 4 hours ago ‘Reeves defends China visit and hails £600m boost to UK’ (at https://www.bbc.com/news/articles/cqx9jggw9ndo), as I see it the die is cast and now you (Americans) get to ridicule the setting. Perhaps it was a simple joke to keep the mind of tariff changes, but that is not how it is playing out, is it? The article gives us “Chancellor Rachel Reeves has defended her decision to travel to China to improve economic ties at a time when soaring government borrowing costs threaten to squeeze UK public finances.” The added “The Treasury said Reeves’ visit to China delivered on a “commitment to explore deeper economic co-operation” between Prime Minister Sir Keir Starmer and President Xi, made last year. BBC economics editor Faisal Islam said other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” Brings another setting to the table. Is that why Elon Musk wanted Starmer out? The timeline makes sense. America would have known about this in advance and the noise we heard was around the time this was going down on plan papers. So Elon Musk was pushing his ‘ideas’ through the populistic channels available to him? I knew nothing of the sort, but I predicted the setting as an available one. And now we get “other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” This implies that Spain is also on the China horse of economic opportunity. This implies that China is making progress towards the UK (and optionally also into Australia, Canada and New Zealand) as well as direct opening moves by Spain (and others) into Europe. America is not really laughing now, are they? In opposition we see “Tory MP and former security minister Tom Tugendhat told BBC Radio 4’s Today program that the timing of Reeves’ visit to China was questionable. “She’s going at a time when her Budget has sacked the economy, we’ve got debt rates going up, and she looks like she’s going with a begging bowl, not with a trading deal,” he said. “That’s a real problem because actually it makes the UK look more vulnerable, and others around the world will see it too.”” 

Well, the UK doesn’t look more vulnerable. It is more vulnerable and it started 8-10 years ago when Mario Draghi decided to push his idea for spending in excess of €2 trillion. Yup, the invoice is due at some point and the UK is actively seeking solutions now, preferable before European nations do. As such I saw that dinner bell chime over 5 years ago. And as such Tom Tugendhat going for the adjusted Oliver Twist quote which was “Can I have some more please?” Doesn’t really hold water or slice the cabbage. It is reality in a nasty setting. It is the consequence of Wall Street and friends pushing hardship forward and now it is due harder choices will be made, but at this time these Wall Street friends are nowhere to be found and it comes down to Wall Street and its administration to figure it out and the Trump administration can no longer cry wolf (make China the nasty one). These administrations are in a deeper setting and are willing to give China a go, which will be good news for Tencent and Huawei in the first instance and first degree. Tencent will personally aid my need for coins and selling my idea, but that is not the issue now.

And whilst the article ends with “Liberal Democrat deputy leader and Treasury spokesperson Daisy Cooper urged the chancellor to return to the UK “to urgently address the ongoing crisis in the markets and announce a serious plan for growth”.” I wonder if the BBC relied on “Cooper urged the chancellor to return to the UK” instead of “Cooper urged the chancellor to return to the UK before the China vote is in”, there is of course the setting that this is not the case. I do not know Daisy Cooper, merely to a minimal degree. Yet at present, she has more in her stride than Australian labor PM Anthony Albanese. Yet for me the real ‘victory’ was that I optionally saw the backlash from President elect Donal Trump correctly, at least in part. And that days before the BBC gave me the rundown. So will the commonwealth unite with China? It is too early to say, but the start is here and now America starts its new administration with serious other problems. You see the group five eyes (Australia, Canada, New Zealand, the United Kingdom, and America) is nice but as it seemingly goes this setting could be 4 members short in the near future and that creates a new setting. The CIA will lose eyes in several places and they will not have the budget to rectify that any way soon (they lack other resources too). Still happy about the 51st state ‘joke’? We have asian food centers all over the commonwealth and these people feel happily fed and don’t see China as a threat. I am not saying they aren’t a threat, as I see it, merely America and its devoted fans do. The problem is that the economic hardships are real and the people are willing to give China a chance. It isn’t right or wrong. It merely is and it is a direct consequence of games that Wall Street enabled, as they disregarded a long term policy. It is the direct consequence of what I call short term Excel policies (not blaming Microsoft in this case).

We can postulate all we want, but it depends on what Chancellor Rachel Reeves brings back to Number 10 and parliament. As I personally see it, President Xi (with aid from He Lifeng) gets the option to make a clean sweep into the hardship that America is ignoring for itself and with the settings as I observed it on defense spending in several places China can put pressure on America to a much larger degree. Life can throw us the strangest curveballs.

So enjoy the day and remember that in China, they will say “我可以再多吃一點嗎？”

Have a lovely day, only 120 minutes until breakfast for me.

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January 9, 2025 · 21:53

Is it semantics?

There is a question that the entire ‘annexation’ of Canada brings to light. Is it the setting of an unintelligent person to employ humor (I try to steer clear of the word stupid) or is there a larger setting? So what is the actual meaning of this?

The previous story gave you part of that, but CBC (at https://www.cbc.ca/news/politics/trump-absorb-canada-response-1.7426177) gives us (optionally) more. It starts with ‘No longer a joke: Ministers say Trump’s threats to absorb Canada need to be taken seriously’ where we are confronted with “Trump said Tuesday he’d be willing to use ‘economic force’ to join countries”, we saw that and as such it would not be enough. 

But there is more, the setting of “Finance Minister Dominic LeBlanc said Wednesday that U.S. president-elect Donald Trump’s assertions that Canada should become the 51st state should be taken seriously, after he initially dismissed them as a joke. “The joke is over,” LeBlanc told reporters in French. “The president and his allies continue to repeat this — we know it’s not going anywhere — but the fact that he’s repeating it, it’s not very constructive.”” You see, this is true. But as we have surmised several times in the past, there is a need for any politician to seek the limelight (not that this is always wrong). As such we are given and shown that Finance Minister Dominic LeBlanc, Foreign Affairs Minister Mélanie Joly, Immigration Minister Marc Miller and International Trade Minister Mary Ng all have their say. Yet, they all miss a few corners. You see we are overwhelmingly confronted with ‘influencers’ all seeking limelight and they ‘know’ that outbursts of Donald Trump give them the emotional rhetoric to flame settings. Now they all get the chance to drill into 40 million Canadians, all eager to grow their ‘momentum’ that is the lose for to a lot of this. And it is a lot like the setting in the Patriot (that movie with Mel Gibson). Why swap 1 political party 5800 kilometers away when you could have 58 political players 100 kilometers away? That would make no sense and Canadians need to be aware of this. What is the optional stage oil that people like Donald Trump and Kevon O’Leary (a Canadian no less) will opt for the direct marketing of 40 million Canadians to get the upper hand. Whatever O’Leary claims, he will be in it for the money. He wants to ‘secure’ his 400 million and preferably add some (hundreds of) millions to it and as I see it, anyway will do. The man is the direct opposite of Ryan Reynolds. He is in it for his money in his own way, but a lot more intelligent. Any party he engaged with enriched him and he enriched them by a lot. And there is a social/national pride in his achievements. That is the proper way enterprising and capitalism needs to work. I wonder why no one sees that. 

The larger issue is not that, it is the setting what the Commonwealth needs to do. At some point it is forced to bulk up their borders and that is the strapping setting. The UK, Australia and New Zealand will be forced to take a stance. Optionally not New Zealand, their Sopwith Camels don’t have the range to fly to the US. And I don’t think that they have an operational Army either, good enough for humanitarian jobs and rescue operations, but actual war on another shore? I doubt that.

So the Commonwealth could start crying foul and invite China to become the aid party of choice. China will love that, now it gets army and navy posts right at the front door of America. And now we get a new Cuban missile crises, but one at the front door of Los Angeles, Hollywood (the burning one), Chicago, New York and Washington DC. Yes, a real good sense of humor, mr. President elect. And let the influencers get the blame, it was his posts (allegedly) that is setting the flames sprawling and unlike the ones in California, these flames will have a national impact. Americans asked for this, they elected the man. So what comes out is on their own heads. As a commonwealthian I share the feelings of Justin Trudeau who said on January 7th (source: CBC) ‘Trudeau says ‘not a snowball’s chance in hell’ Canada joins U.S.’ And as that setting evolves I wonder if I should swap my optional future in Toronto with a more secure lifestyle in Abu Dhabi. The idea of having an apartment next to a mall (Yas Mall) and 4 tourist attraction becomes highly appealing especially if the Harry Potter universe is added in 2025 to the Warner Brothers Abu Dhabi park. Perhaps IBM needs IBM Statistics support staff in Abu Dhabi. With a (delusional) sign on bonus of $15 million I’ll be game to witch Australia for the United Arab Emirates. Still willing to move to Toronto (for the same amount mr Ellison), so what are my options? Unless something is done with the President elect, I merely see the UAE as an option. Consider that, that people are willing to leave Canada and the beauty it holds for a different kind of beauty (UAE, Abu Dhabi). And in the end it will merely delay the bankruptcy by 5 years, which gets Trump out of deep water and after that America will drag Canada into the same mess it created for itself, well done Wall Street.

All that for a sense of delusional humor? I will let you decide, yet consider that America opened to door to grow China in near exponential size, because they could end up with options in Australia, Canada, New Zealand and the United Kingdom. As Elon Musk has shifted his interest into ousting Keir Starmer from the post of PM of the United Kingdom (which is not the worst idea), however whatever he wants to replace him with will be a person HE can control and that is not on with me.

The last country will open doors all over Europe. How is the expensionarlism of Trump hitting you now? On the upside, these four nations will see a larger investment from China in their regions. Not the best option, but taking in account what America had in mind a optional preferable one.

Have an optional great day.

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January 9, 2025 · 02:13

When insanity is like desperation

There is always the setting of misjudging ones opponent. That happens of course, but what happens when the opponent is an ally? That is the premise of the BBC article (at https://www.bbc.com/news/articles/ckg9gvg3452o) where we are given ‘Europe will not allow attacks, says France, after Trump Greenland threat’. This is not the first setting. It started with the setting that America (President-elect Trump) stated that it was a great idea if Canada became the 51st state of America and we see the news handing us the setting that Kevin O’Leary gives us that it was a great idea if that would happen. Now at that point I had two issues. The first is that O’leary is a Canadian, and no less a multi millionaire to the amount of somewhere in the near half a billion range. He is known to be clever so my hairs in the back of my went up. You see, I am a commonwealthian and handing over land that is ‘ours’ to America is a big no no in my book. 

The issue however went from bad to worse. We now see that Trump has his eyes set on Greenland and the lands around the Panama Canal. As such I am in doubt of what s going on. I refuse to believe that it is the simple ramblings of a madman. I understand that he is merely throwing ideas around, but we are given (in that story) “Asked if he would rule out using military or economic force in order to take over Greenland or the Panama Canal, Trump said: “No, I can’t assure you on either of those two. “But I can say this, we need them for economic security.”” And then an idea hit me in the head (it did hurt). So what if America is so bankrupt that America (President-elect Trump) sees that this could be the final presidency of the United States? There is a lose thought that there is correlation between ‘expansion need’ and economic security. And America has $36.22 trillion debt. Even at a mere 2% that amounts to $722 billion in annual interest (the interest is higher than 2%) and that is the kind of anchor that ends any economy. To set this into other sights, if Greenland and Canada become part of the United States, the look and feel of debt goes down, or in better words, 40 million more taxpayers and the resources of Canada (and Greenland) become American resources. I just bet that Kevin O’Leary has his ideas on how to exploit that setting, no sharks required. 

There is every chance that Trump will voice in two weeks that he was just throwing ideas around, but that is not a given. Now that he realizes that the EU will go to war and the UK, NewZealand and Australia will stand next to the leader of the Canada against Trump that setting becomes dodgy to say the least. We will see an entirely new setting. And in that setting China will see it’s own needed promise of gaining economic strength on the global stage. So as we are given “Trump suggested the island was crucial to military efforts to track Chinese and Russian ships, which he said are “all over the place”.” He seemingly forgets that in that instance Europe will invite China for ‘support’ and in that setting the US military will have to vacate all European base settings. The problem is that this could invite Russia to expand to the west, unless China has already been invited and that is a new stage of poker for territory. Is that what will happen? I honestly don’t know. Yet, we also never saw the setting that America would seek expansion into their north and west, so all bets are off as I see it. 

How this plays out is anyones guess and for the most of it all, many see President elect Trump as a clown, so we tend to downplay his rhetoric, but in seriousness, he might be pushed due to the debts and the fact that America has close to no way of paying that debt in the coming three years. So in his presidency America is highly likely to go bankrupt. As I personally see it, that is good news for me, because when that hits all IP will gain value, especially if it is IP outside of America. Still, we need to see what the American administration does when the new president is in office. As I see how this evolves people like Danish Prime Minister Mette Frederiksen, French Foreign Minister Jean-Noël Barrot and current Prime Minister Justin Trudeau are giving their view on the ramblings of a elected president and that spells bad news for America. The question becomes how will China react? In other news, there is an upside for Saudi Arabia, as it seemingly is Lockheed Martin would come for sale and Saudi Arabia is willing to pay top dollar, as such the question becomes ‘Did James D. Taiclet consider relocating to Riyadh?’ Not the weirdest question to throw into the rink.

We will know within two weeks whether we will get some ‘Just kidding’ news article or whether we see countries in Europe sharpen their axes to start another conflict. 

Have a great day.

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January 8, 2025 · 00:57

Dens, first name Evie

That is the setting where I am. It was the BBC that gave me (at https://www.bbc.com/news/articles/c9q78wn9g8zo) where we see ‘US designates Tencent a Chinese military company’ and my first question is “By what evidence?” You see, we can go back to the European tour by Colin Powell, armed with a silver briefcase where he travelled around Europe like a rockstar and that is how we got into the Iraqi war. They had graphics (probably a powerpoint presentation). Then we got the accusations against Huawei. We never got to see any evidence and as I saw it America was afraid to lose the 5G war and they basically still did. Now we get that Tencent is on route to basically throw Microsoft in the dirt and now they are a military complex? To do what? Unite gamers all over the world? And what evidence do we get? The simplistic line “including gaming and social media giant Tencent” Where is the evidence? Then we are given “The list serves as a warning to American companies and organisations about the risks of doing business with Chinese entities. While inclusion does not mean an immediate ban, it can add pressure on the US Treasury Department to sanction the firms.” Funny, Tencent was offered my gaming solution that would bring them 6 billion a year in phase one, after that the numbers become interesting. You see, Amazon had no interest (they never contacted me) and as such the Amazon Luna seems to be out of consideration, Google placed themself outside the scope as they deleted the Google Stadia and I will not let Microsoft near any of my IP (as I personally see them, they are losers that rely on the gods of mediocrity) which leaves Tencent. As I see it, the first stage would get them a nominal annual revenue of up to 6 billion, which is set to 50,000,000 consoles. After that with up to 200 million consoles the ride becomes exciting. I offered it also to Saudi Arabia and Kingdom Holding as they have larger concerns in this and There is a hidden pleasure in me to see Saudi Arabia end up above Microsoft, they are that irrelevant to me. It would also impact Facebook (Meta) revenue, but I cannot say to what extent (lack of numbers and achievable timeline)

A simple setting I saw 3 years ago and no one seemingly caught on. 

As such we see all kinds of wannabe players, but there is no evidence, at least it is not clearly given. And when we get to “In response to the latest announcement Tencent, which owns the messaging app WeChat, said its inclusion on the list was “clearly a mistake.” “We are not a military company or supplier. Unlike sanctions or export controls, this listing has no impact on our business,” a spokesperson for the company told the BBC.” Some might catch on that America is merely trying to to prevent Microsoft to go several steps closer to bankruptcy. So they are setting (in my personal believe) the status for Europe to shun Chinese firms. Yet the larger setting is that they are merely setting up the shop for Tencent to become close to an Arabic and Asian provider to entertainment. So in 2-3 years when Tencent, TikTok and Huawei grow beyond their borders we will see the scared Europeans go overboard and let them into their areas and as I see it Tencent is on the brink of shutting Microsoft out of a population of close to 3 billion people (Asia, India, Arabian nations, Indonesia and Bangladesh) and as such as they get the people on their side Europe with over half a billion people will be joining them as well. Microsoft might be a 3 trillion company but I reckon that in a year with failure after failure, their vaults and coffers will look rather slim-lined. 

And for the people thinking I am bluffing, well, you are allowed to think that, but consider a small setting. Microsoft lost to Nintendo and Sony and all we get all the junk news like that they are working on a handheld computer. The problem is that Nintendo is already there and Tencent is coming as well (exact time unknown to me). So Microsoft is already in third place and it will get worse from there, because you need people in the end and they are somewhere else and now that they are ‘advocating’ cloud gaming with TV’s we need to realise that this require too much bandwidth, as such that ship is sailing fast towards the abyss of failure (as I personally see it). Then we get their Surface pro and the short and sweet is that it is nowhere as useful as what Apple has. I see that as another failure. You see in the 11 years that contraption was around, it did not push Apple from the winning pedestal. No matter how much they spin the story. And when you consider that gaming and tablet as well as the fact that Blizzard and Bethesda were bought for 75 billion. So how much did they make? Nowhere near that much and Starfield was a bust from the beginning. Billions in the Surface pro and that is not paying off either. So how many failures can they survive? And now Tencent is entering gaming with the option to create serious waves. It is the impact of innovation. As I see it, spin gets you nowhere and now the new spin for players like Microsoft is to let the administration deal with the Chinese and with the return president elect Trump Microsoft is cheering as President elect Trump is anti-Chinese. But the trouble isn’t what they have. It is that over 4 billion do not see America as the centre of the universe. Which gives Tencent an option and when (speculative) Tencent will adhere to the stage of Harmony OS, the setting for Microsoft and Google goes down a mot more. You see HarmonyOS joined iOS and Android on the world stage. Yes, it is a mere third place, but every step they make is one that Apple and Google lose and Google has more problems because of the stupidity of the American legal system. They are just slicing pieces of the revenue pie for Huawei to take a bite from and as Huawei grows Google and Apple will lose some market share. And as Huawei and Tencent connect they will both grow stronger. How strong? That is not easy to say, but the small beginning will endure over time and America pushed for this and now it is too late. As the market changes Huawei and Tencent will robustly grow to some effect. Now we get the ‘accusation’ that Tencent is part of the Chinese military companies, which is formally known as the Section 1260H. And that is a nice game, but the others (pretty much all others) want to see evidence as Europe and the Commonwealth will demand evidence. They are seeing what revenue these two players bring and Microsoft merely brought failure after failure. As I see it innovation talks and failure walks alone and when someone will consider the turncoat metrics of Microsoft trying to get whatever they can as their console and tablet fails to do. As for Azure? It is lagging behind AWS (Amazon) by 50%, so don’t get your hope up. Another failure as I see it. So how much revenue is lost over these three parts only? So as the secretary of the Pentagon is not too busy (Miss E Dens) we would like to see the evidence that Tencent is part of the Chinese military. I don’t say it is not, I merely want to see evidence for a change (we never saw the WMD evidence, or the Huawei evidence), just for argument sake.

Have a great day, my Wednesday started 3000 seconds ago.

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