Category Archives: Finance

The telling signs

That is at times the question. What one sees is not seen by all, there is no blame or shame in this. We can’t be looking in all directions, the simplest of reasons is that life is in front of you and we tend to look at life (for most of the time). As such I saw two articles pass by, well one actually (it makes sense soon enough).

The first one was the New Arab (at https://www.newarab.com/news/saudi-arabia-starts-work-huge-gold-kaaba-style-structure) handing us ‘Saudi Arabia starts work on massive gold ‘Kaaba’ style structure despite criticism’, my first setting was the word criticism. The word comes through 5 times including the title and three times it gives us “amid criticism that it resembles the Kaaba holy site in Mecca”, which is incorrect. 

The Kaaba (as the pictures show me) is not an actual cube, I could be wrong as I have never been to Mecca for I am not a Muslim. The second setting is that the dimensions are off by a mile. This building will be 400 by 400 by 400 meters. I will hazard a guess that this structure could be seen from space, one of the few. The other part is that this would be a monumental achievement. As for the critique from social media, I let that be. I didn’t look into it and I reckon it will serve no purpose. The important setting for me (and initial worry) is seen with “The development will have retail, hospitality, leisure and office space facilities and is believed to be big enough to hold 20 Empire State Buildings in it when complete, Saudi’s Public Investment Fund (PIF) said.” You see, filling up 20 empire state building takes time and resources. That is beside the infrastructure needed. As my abacus dictates to me, that building alone would need to be fuelled and that takes at least a small nuclear reactor to do so. As I saw it there is an option if the outer walls have a second inner layer comprised of solar panels you will alleviate a lot of power requirements and even fuel more power to the city. I reckon someone looked at this at present, but it is the initial worry I see. That and getting water pumped to +400 meters. There are a few things, but the designers would have worked out these elements long before now. My mind is merely struggling with a building comprised of 64 million cubic metres. What is a fact is the massive achievements that Saudi engineers will make. A true world marvel. The previous achievement from that region was a near 5000 years ago (yes, they were the pyramids). That and the Neom structures will show the world that Saudi Arabia has made its match to anything else that was built on this planet.

I see a few other issues, but I will hold them. Not to sound stupid, but it might sound me anti-achievement and I refuse to be one of those negative people. 

I wonder how spacious it will be on the inside. You see we think in (mostly) western dimensions and from the last 10 years we have seen buildings with a different approach. As such are all floors 18 feet high? There is a lot not known and I to some extent fear knowing to much in advance, but I am still curious. The other thing I wonder about is the impact it will have. Not impact as a social need, but the houses around the Mukaab. Depending on the position of their house, the Mukaab could now shield it from the blazing sun for at least part of the day. I wonder what will happen to these places. For now, we will watch (in awe) and see over the next 5 years how that building comes together.  The other article comes later today.

Have a fun day

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The setting of coins

The BBC had an interesting article yesterday. I was drawn between two settings. There is nothing wrong with the article. It is a point of view and anyone has that right. My setting was that the dimensionality is wrong. Some see Iran as a wimpy weasel, others as a weaselly wimp. I think they are both at the same time. That is as far as the difference is seen. The BBC in the shape of Jeremy Bowen hands us ‘Iran faces hard choices between risks of escalation or looking weak’ (at https://www.bbc.com/news/articles/cm2742rynqgo). I don’t think they look weak, they are weak. When you have to rely on terrorists to bring your message across, you are weak. And the setting that this brings is that a stabilising effect that the Kingdom of Saudi Arabia brought was torpedoed (for a lack of a better word) by Iran. Iran is so afraid to be the trivialising party in the middle east that they rely on three terrorist entities. Hamas, Hezbollah and Houthi forces. 

We are given “They must decide on the least bad of a series of difficult choices. At one end of the spectrum is hitting back with another wave of ballistic missiles. Israel has already threatened to retaliate again if that happens” And the options of a bad series of choices is ‘encouraged’ by the west. Politico brought me this month the setting of loopholes that were created to enable other players to sell Russian oil, all legal (which is why we call it a loophole), yet this wasn’t created for Russia. Russia got to exploit the loophole the west made for Iran (my presumptuous thinking). Do you really think that Iran could have played the game this long if they didn’t have that loophole?

We are then given “Iran’s official media in the hours before and after Israel’s attacks carried defiant statements that, at face value, suggest the decision to respond had already been taken. Its language resembles Israel’s, citing its right to defend itself against attack. But the stakes are so high that Iran might decide to walk its threats back” which sounds nice on paper, but the reality is that this weasel was hiding behind three terrorist organisation. Hamas has now been bombed back into the stone age and their leaders are hiding in Doha, Qatar (according to some sources). As far as I see it, Gaza did this to themselves. Hezbollah decided to rely on pagers and the top of Hezbollah basically messaged themselves to death. That is number two down. The assault was so complete that pretty much the entire top of Hezbollah blew themselves up. Who ever didn’t do this will follow soon I reckon. Then there is just the Houthi brach left. I reckon that the next 3-5 years amounts to Iran calling that branch with requests for the good of Shia Islam. Not sure how they will bring that news, but it is likely to take on that form. All the money that Iran invested would now be asked to validate through actions. Hamas has seemingly lost around 50% of its fighting force and the rest is dubious of continuing and finding real solutions for their family. Hezbollah has no top, this means that Iran needs to put advisors on the ground, or lose whatever they had left. And the Houthi’s will go in a new direction. As I personally see it, with the recruitment of child soldiers they are taking on the direction Hamas had and as some drone technology that evolved in the Ukraine, we will see soon a new frontier develop where drones can be sent to a generic location and start auto targeting a scope of realistic issues. There is every consideration that whatever drone abilities the Saudi government has will soon gain serious teeth. 

We are then given “Iran’s foreign ministry invoked its right to self defence “as enshrined in Article 51 of the UN Charter”. A statement said Iran believed it was both entitled and obligated to respond to foreign acts of aggression”, this sounds nice, but Iran played the terrorist card and has done so for years, which makes its statement baseless. We can see America ‘pleading’ with Israel not to hit the oil reserves and the loophole for oil makes it a desired move, but Israel has its own concerns. These terrorist actions are funded by Iran and defund their oil is a tactical move to temporary stop funding, making the tactic valid. As we see “The men in Tehran thought they had a better idea than all-out war. Instead, Iran used the allies and proxies in its so-called “axis of resistance” to attack Israel. The Houthis in Yemen blocked and destroyed shipping in the Red Sea. Hezbollah rocket fire from Lebanon forced at least 60,000 Israelis from their homes.” We are confronted with the harsh reality that Iran is considering extreme options and that is the final straw for Israel. They could bring to bare 125 missiles on Iranian oil fields and with that Iran will have no more options. A setting that was accelerated since 1979 comes to a stop when the oil becomes to tainted to be sold, it will be the oil that glows in the dark. And the world is fearing that moment. Too many stakeholders with their slice of pie that came from the oil loophole will end and there will be a lot of voices trying to delay this point. On the upside it would enable Saudi Arabia and the United Arab Emirates to set some solid work to make these two the solidifying hub of international cooperation on the Arabian peninsula. 

The largest question for the world will be what will Iran decide and they could find a way to make hay out of that. Because any escalation will lead to the end of Iran, a path that started 6000 years ago. It is anyones guess if the Iran of today realises that they are out of survivable options. I see three paths and two remain silent because it amounts (without evidence) to fear mongering. And I am not inclined to openly support that view. The play nice card sounds nice, but it would require Iran to disband sections of the IRGC as well as stop supporting terrorism. Will Iran see that light? When people have been on that violent streak for decades, it is hard to stop. I get that, but does Iran have any resolution left? Empty threats will not bring home the veal as they say.

Well, it’s Monday now, so have a great new day. 

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As ideas go

I just had another idea hit me square in the face. I cannot tell if it is a good idea, but as the evolution of eCommerce is going, there is space for this idea. In this case it is fledged to the conscription of Al C. O’Holloway (aka alcohol) and I just had an idea. To see the idea, you need to consider the elements. There are 3.2 billion video gamers in the world, and 1.17 billion play online. Now the idea is not set to online gamers, merely gamers. You see, when you are gaming you get hit by hunger and thirst. I for one rely on coffee and fruit juices. But not all are like me (I do like a drink every now and then). As such I was considering the online options of getting what you need and I tend to not like this. Going through the lists, or offerings tend to make me not like the order. I like to be in a store seeing what gives and that applies to food and drink. Now consider a gamer where he can walk into a store. Any store that offers the option like Dan Murphy (Australia) or LCBO (Canada). Now the store could be specific (like a location) or generic. You walk the isle and you see the bottles (an in per Unreal Engine 5 created). No list, just you strolling the lanes for what you feel like is a good choice. And the mind (read: brain) will link this to your actual visit to these places. The brain has that ability, more so then going over a list in catalogue. 

As we linger on the options, we get to add a certain bottle or brand to our Wishlist. I got this basic idea of the system (see below)

We have a walk through the booze browse place. We select items and we can then decide if it is an order, a consideration or a mere preferred drink (Wishlist). And as we walk and profile our drinking needs, we also get above the red line an update to our profile, more exact, it considers what you have placed in your profile any hidden traps. Perhaps you dislike beers, or wines and someone adding beer or wine will get red flagged and the fraud detection goes into high gear. This is not the final trigger, because you might order it for a guest. There is however a larger need to engage fraud detection in this day and age. As we keep on browsing we get to the end where the list is given and we decide making any item a Wishlist item, a preferred item or an actual purchase. The purchase is finalised and the delivery address is recorded (you might be gaming at a friends place) and the purchase is received and delivery is made through whatever option you like, possibly just an in-store pickup. Now you might want to think that there are other ways and you would be right. But eCommerce has its own grips on the matter and whatever the customer wants he or she can get. This way you are appealing to 3 billion gamers. That is not a simple Direct Marketing fling, that is a long term option and this market has been overlooked for too long. Optionally we see “They can get it in another way” vibe and that is not incorrect, but the sentiment in this day and age is just plain wrong. How long until this method is used for super markets? Consider that Dubai has a temperature of 33 degrees. Some like to go out and endure it, but as streaming systems evolve they want to walk around in their homes and see what gives at  Carrefour they have foods and fashion. And there is a larger need. It is obvious that the larger places will adapt to this first. But as this system evolves more will crowd the place. The idea that was started (to some extent) by Sony Home is now in a stage where a lot can opt to move in and it will go to a much larger place. You see 3 billion gamers are about 40% of the planet. I merely wonder why it has taken so long for others to adopt the idea.

And there is a secondary option. This might be easier way to stop fraud, because gamers will have profiles that have been around for years and these places will be able to find a lot more data on the transgressors of fraud as well as the stores trying a fast one on the customer, they are likely a lot easier to find, but that is merely a gut feeling of mine.

Have a great Saturday.

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The tightening belt

What I foresaw is now coming to pass in more than one way. ECNS China gives us ‘Saudi Arabia aims to attract up to 5 million Chinese tourists by 2030’ there was always a shift coming and as we see it, Saudi Arabia becomes more and more driven to see what the Chinese markets can deliver. We saw this last week in the Saudi Tourism Festival held in Beijing on Oct 17, 2024. We are given “Saudi Minister of Tourism and Chairman of the Saudi Tourism Authority Ahmed Al-Khateeb said that Saudi Arabia is China-ready and welcomes all Chinese travellers with increased connectivity, customised products and strategic partnerships.” Now some of you will respond with ‘so what?’ And that might be fair in one way. But this number represents a much larger issue. As I see it, one third is goal driven tourism. People will decide on Saudi Arabia as a destination for a job, or as a cheap tourism destination. Two third will go as tourist with optional goals, but these three million tourists will go to Saudi Arabia and not to their ‘normal’ destinations. That will show in diminished numbers all over Europe (France, England, Spain and Italy) and America. These people will also attract optional tourists who will change their initial destination. The other 2 million will optionally retrench their optional ‘cheap labor’ destination from Australia and places like the Netherlands, Belgium and the nordic countries. You will think that it does not matter, but consider all these coffee places that ‘allowed’ for these people, optionally in other areas too. They will come short of their usual numbers. These tourists also spend all they earn in that country. As such there will be a shift, an initial shift that seems small but could grow over time. These 5 million will spend their money somewhere else (in Saudi Arabia) and that facilitates to more, it always does. You might not think much of this, but the Saudi job market is booming. There are (allegedly) at present a little over 10,000 jobs outstanding. A fair deal are out reach of a lot of them, but consider this job “Digital Marketing Specialist. Average Salary: SAR 9,500-35,000 per month” and consider that they have the Beijing University of Technology and over a dozen more universities where these young crackers would like to see options in their first 2 years. They have just graduated University, they have spend almost every waking hour working on digital solutions like TikTok, broadcast experience and on the other hand we see places like Huawei making waves in Saudi Arabia and the UAE. These two places will see an increase of Chinese workers with an option to fulfil their dream a lot faster, so yes, Saudi Arabia will become a swing location for these people. All options that are shutting doors on Europe, Australia and America. 

We are also given “the country is preparing to launch its winter season tourism attractions, which will provide a range of experiences filled with entertainment, luxury, adventure and natural beauty, running from October to May
Now consider that Oxagon, Trojena, Magna and Sindalah now suddenly will have a grasp of a thousand more affordable workers, bringing both a digitally active workforce as well as language skills to their regions. Yes, the cheaper groups will also infuse the wealth group from China to their shores because these people will encounter others with their language skills. As such the people who depend on these rich tourists will endure a lessened impact as they will all want to go to the newest places in Saudi Arabia. I reckon that in the 5,000,000 people will be at least 500,000 people who are beyond well-off and they will go to Saudi Arabia in the space of 2026-2028 (at least) and that is a kick to the heads of economy in the aforementioned countries. The top 1% of wealthy Chinese who are making over $80,000 are expected to spend that money in Saudi Arabia. And I am referring to the people who would have spend their cash in London, Paris and Orlando. Merely these three places will see a drop of income in the next few years. So how much more is needed? You might think that the small setting of “France is the most visited country within Europe, attracting an impressive 81,411,000 foreign sightseers each year”, but that would not be entirely correct. It includes all nations, including Europeans and a bunch of them will be attracted to Saudi luxury as well and consider that 1% is still 814,110, even if they merely lose 1%, that amounts to quite the drain on revenue and that is in part already heading towards Saudi Arabia. Already we are seeing messages on Free tourist visas, the one element that partially blocks choices is in the process of being removed. And all this is piling up against Europe and America. All whilst we were given ‘Tourism trips by residents of EU in 2023 up close to 6% y/y’ we ignore the drop that a mere 1% drop wouldn’t be much, but these tourists have beckoned billions in investments all over Europe and now I expect to see the Chinese drop as well as the ‘local’ tourists now dialling Saudi Arabia for their upcoming destination. Add to that whatever business bookings we see and you know these sales types, how they like to be known to go to new and luxurious destinations, the punch packing trips all over Saudi Arabia will be handing several body blows to Europe (America as well). We might merely see that the effort is on 5,000,000 Chinese tourists. But the overall impact will be a lot higher. That is the one part that everyone forgets about. The overly large population of tourists can only spend their money once or perhaps twice a year and the appeal of Saudi Arabia is overwhelming with at least three locations appealing to a lot of tourists. Add to this Riyadh and the impact of Saudi tourism will be felt in most of the tourist places of Europe and America. I reckon that if Disney and Universal sets a theme park in these places the damage will be near complete. Not a mere 2-3 years. But an impact over the next decade at least. Whatever we think of these parks in Orlando, they are overpacked and soon there will be an alternative of the same making. We see (at present) “With over 58 million annual tourist visits, Disney World averages approximately 159,000 visitors per day across all its parks” as well as “In 2023, 10 million tourists visited Islands of Adventure, a decrease of 9%” and consider that these two places could lose close to 15% more, people that have had enough of these massive queues and they want an alternative. Well Warner Brothers is already seeing an increasing populous enjoying Abu Dhabi and I reckon that these are all people contemplating Saudi Arabia as an optional destination.

Tourist destinations in Europe and America will see the need to tighten their belts. And this is not new. I floated the idea on September 27th 2023 in ‘As the belt tightens’ (at https://lawlordtobe.com/2023/09/27/as-the-belt-tightens/) so this is not news to me. I saw it coming a mile away (well, actually a year ago), and that is all before the glamour of Vision 2030 hits the tourists on the retina. I think I made my case 2 times over and the impact should be seen all over Europe in the time 2026-2028, after that? That depends how Saudi Arabia plays it cards. I made one other prediction (presumption) on what would be needed and that could put Europe and America in a bind, they either invest and make ready for 2025 or they might lose a lot more.

Have a great day and contemplate the view from the Aedas ski resort. Can America match that view? Now consider that Saudi Arabia could simultaneous hit 5-10 tourist attractions at the same time in 2026.

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What is the real deal?

That is the question I have. I am not saying that I have ‘evidence’ but you can judge the information I will hand you now. Early yesterday morning I stumbled upon ‘Saudi Arabia ‘comfortable’ venue for talks to end Ukraine war: Vladimir Putin’ where we are given (at https://www.thehindu.com/news/international/saudi-arabia-comfortable-venue-for-talks-to-end-ukraine-war-vladimir-putin/article68773948.ece) “Saudi Arabia will be a ‘comfortable’ venue for talks to resolve the Ukrainian crisis, said Russian President Vladimir Putin on the sidelines of the BRICS summit on Saturday (October 19, 2024).” With the ‘supporting’ text ““I repeat once again: we are ready to return. We didn’t interrupt the negotiations. I want to remind you: it was the Ukrainian side that said that it would not continue negotiations with Russia. First. Second. A decree of the President of Ukraine has been issued prohibiting negotiations with us,” said President Putin accusing Ukraine of preventing a solution from emerging.” To be honest, I do not put much faith in the words of Vladimir Putin, as I see it, he is nothing more than a mass murderer of Women, children, aid workers and more. The bombing of the Ukraine might be one of the most disgusting acts against a people since long before the Crusades. An act that makes the acts of Genghis Khan sound like a simple sniffle. 

Then we get the Kyiv Independent (at https://kyivindependent.com/general-staff-russia-has-lost-672-850-troops-since-feb-24-2022/) handing us ‘General Staff: Russia has lost 672,850 troops since Feb. 24, 2022’, we knew that the Russians were losing a lot of people and we see this below

Apart from the 678,520 soldiers who went the way of the dodo, they also lost 26987 vehicles, 9047 tanks, 369 aircrafts, 329 helicopters, 17,050 drones and a submarine and a few other items. Beside this Russia seems to be toting North Korean hardware and troops. The once mighty Russia is now relying on North Korean troops and weapons. As I personally see it Russia is on the threshold of defeat. The once mighty country that had the west shaking in its boots is now relying on a nation Russia once looked down on is sending troops and hardware. Yes, President Putin is looking for a comfortable place to talk about any solution that sees Russia in an alternative route towards non-defeat. The latter part is not really an option, but he might want to keep the hope up. I personally see that there is another side. China sees the war as a hindrance and they like Saudi Arabia as a winner in any political solution at present. But that is merely my view on the matter. 

Russia needs a scapegoat in all matters and as President Putin made sure all his adversaries have  committed suicide out of windows. He is now left massively out of options and the Saudi setting is now his (presumably) only way out. At this point he might get away with a working military in about a decade as it will take time to replenish 9000 tanks, 369 aircrafts, 329 helicopters and a submarine, preferably in a 21st century setting. As such the Russian steel mills will need to be repurposed and it can afford nothing more until at least 2030. And that is all presuming that Russia wants a working solution at this point, it will cost them dearly as well as the Russian ‘blemish’ that they lost to a global army in 20th position, that is the defeat and larger political loss they face. With the setting in Saudi Arabia he could possibly avert an expulsion from BRICS. At present China and India are considering the gains they make on the global stage if Russia becomes isolated. China gains defence contracts all over the world, India will get several boons all over the commercial field and that is the premise that Russia is now looking at. 

As such the Saudi premise works for Russia, but only if they play nice. Any act that is seen negatively by the Ukraine will be taken harshly and if the Ukraine walks out of these talks Russia’s goose will be cooked, peppered and marinated. As such I have the question. What is the real deal here? I have faith that Saudi Arabia sees this as an opportunity, as does China. But in this instance it depends on what game President Putin will be playing. Not only does he know that he is with his back to the wall, will he embrace the small options of a massively greater loss is heading his way? I cannot tell, because that requires an insight of a mass murdering mind I do not have.

Have a great day wherever you are.

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An interesting twist

There is an interesting  twist on the premise of timing happening. It is given to us by Politico. The headline ‘Khashoggi death: Saudi ambassador reveals new details’ and I have more than one reason. We read the statement by Prince Khalid bin Bandar al Saud. I would like to add that I presented ‘evidence’ (of a sort) on July 4th 2017 (at https://lawlordtobe.com/2019/07/04/demanding-dismissal/) with ‘Demanding Dismissal’. And after that a little more on the 10th of September in ‘Squid rings of theatrics’ (at https://lawlordtobe.com/2020/09/10/squid-rings-of-theatrics/) it is nice that others are catching on and I do not blame Prince Khalid bin Bandar al Saud on this, but the media? Yes, the media is pricing itself out of the game really fast now. The article gives us “Speaking to POLITICO’s Power Play podcast, Ambassador Prince Khalid bin Bandar al Saud rejected the claim, insisting that the Saudi royal family continues to oppose the version of events backed by the U.S. as well as the U.K. And he disclosed that those the regime claims were responsible are still alive — casting rare light on the fate of the individuals blamed for the assassination”. Yet here he forgets one player. The United Nations and in particular Agnes Calamard (aka Eggy Calamari), I still have the UN document online where close to a dozen pieces on debate come into play. We also get “A detailed, declassified 2021 CIA report concluded that Saudi Crown Prince Mohammed bin Salman had approved the operation during which Khashoggi was brutally murdered and dismembered, possibly after an attempt to kidnap him in the consulate where he had gone to pick up documents for his wedding to his Turkish fiancée” showing us the larger folly (read: failure of the CIA) to dig into the truth. Don’t get me wrong, I was not part on any of this, as such I am a bystander at best, but I can read and illuminate the stupidity of others is a part time hobby of me, as such I found 5 items in the first hour giving us doubt on the entire issue and what is more important, the media neglected actions on ANY of this. More important they were speculatively deciding to fuel this fire to gain digital dollars for their presumptuous aiding the United Nations, as well as other players having the need to bash Saudi Arabia.

One hour that a simple man like me needed and I handed everyone the goods on what I found and where I found it (except the ‘claimed’ evidence that he was on Bora Bora with a mistress, because there was no evidence on this claim). 

Then we get to “Speaking to host Anne McElvoy, the kingdom’s top diplomat in London described the death and dismemberment of Khashoggi as “an awful crime — a stain on our country, not just the government but every Saudi out there,” while firmly denying any complicity by the powerful Saudi monarch.” My issue on this is ‘Where are the body parts?’ I saw the image that the Daily Mail giving us (I believe it was the Daily Mail) an image of some random person holding a trash-bag, which could have been any trash. That paper lined itself with protection stating somewhere there ‘could have been’ and/or ‘we suspect’ all tidied up. I personally believe that here Prince Khalid bin Bandar al Saud was wrong. You see, this is not a stain on Saudi Arabia, but a stain on the media. To the need of (what I expect to be) the drive for digital dollars the media made themselves the culprit, losing whatever credibility they thought they had.

And for me it is a nice twist on this all. You see I presented these facts going back more than 5 years and in the meantime the media, as well as (wannabe) writers Bradley Hope and Justin Scheck who gave us the fictional story ‘Blood and Oil’ they all ran the money mill to stamp out their revenue using Saudi Arabia as the source of their income. 

The nice twist is that these western lies are now pointing in another direction, is it an option? I think it dies, but the likelihood that Israel did this is remote at best. Who else? Well I have some ideas on this but they are highly speculative and completely absent of evidence. I’ll let the media dig their own hold deeper in this.

But this twist that Politico handed me is putting a smile on my face. On this rainy Friday 5 years of looking into the matter is showing a new sign of life and that is not the best part of this. What was once ‘massive’ evidence can now be proclaimed as useless. You see, none of these reports did a forensic investigation into the tapes of Khashoggi’s ‘interrogation’ the reports give us that no one listened to the entire tape. There is no forensic evidence on the tape and that has been cleverly ‘hidden’ in the full texts. The one part that could have made the Khashoggi case a real case was ignored by the Media, the CIA and the United Nations. 

So how do you like your kippers? With or without aioli?

Have a great day.

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The Squeezing hand

The Arab News had an interesting piece two days ago. It starts with ‘Iran at a crossroads over support for Hezbollah’ and it can be found (at https://arab.news/9bh3s). The story comes from Dr. Majid Rafizadeh and he talks an interesting talk (you know how these Harvard types tend to be). We get to see “The ongoing conflict places Tehran in a situation in which its strategic options appear limited, forcing its leaders to weigh them up carefully.” Where we are also given “Hezbollah, which has long been regarded as a proxy force of Iran, traditionally serves the purpose of advancing Iranian interests by exerting pressure on regional adversaries such as Israel. However, recent events have reversed this dynamic. The Islamic Republic now finds itself in a position whereby it must actively protect Hezbollah to ensure the survival of its ally and the preservation of its regional strategy.” We can from this gain the insight that the actions from Israel has met its goals. This is meant plural as we see in the first that they eradicated the top of Hezbollah and as such a whole new cadre of Hezbollah need to be interned and trained to keep the money streams going, as well as the hardware they require. And here lies the second tier of a new challenge. Iran will need a whole range of ‘military advisors’ in that region and that gives its own sides of problems (as I personally see it). The second tier becomes that the initial ‘brotherly’ setting towards Hamas is backfiring. So either Hamas commits to Hezbollah as well, or they become a lot more isolated. Yet the stage that is given through “There is little doubt that Iran will continue attempting to safeguard Hezbollah, as the group represents a cornerstone of Iran’s regional influence” As Israel pounds Lebanon the options for Hezbollah decrease, by a fair bit. An expression that comes to mind is “Always know if the juice is worth the squeeze”, this is not merely the act of squeezing, but it reflects on the fruit as well. If you have a fruit half the size the squeeze is no longer worth it and that is the part that Iran faces in this year and the next. As Hezbollah is dramatically downsized by Israel, Iran loses more and more regional influence and if Israel hits oil targets the stage will soon collapse. Yes, I saw all kinds of news that Israel stated that they will limit the attack to military targets and here is the little loophole. Oil is a valid military target as Iranian oil (a slight speculation) fuels all kinds of terrorist needs. 

And then we see the immense failure of America (CIA), we are given “Hezbollah holds immense strategic value for the Iranian government. From a military standpoint, the group is viewed as a formidable force capable of engaging Israel and other adversaries in the region. The strategic importance of Hezbollah lies in its ability to wage asymmetric warfare, which allows Iran to challenge its enemies indirectly while avoiding the consequences of direct military engagement. For Iran, Hezbollah represents a crucial tool for maintaining its influence and shaping regional outcomes in a manner that serves its interests” For over a decade a clear strategy against Hezbollah was required, but the CIA and other intelligence machines fell short. So are they really out there aiding Israel, or are they aiding the setting of prolonged instability? I made this accusation a few years ago and I am seemingly proven correct again and again. 

The article ends with “the Iranian government is once again at a critical juncture, facing the challenge of protecting its non-state ally, Hezbollah. Drawing on its past experiences, Iran is likely to pursue a similar approach to the one it adopted during the 2006 Israel-Hezbollah war and the south Lebanon conflict. This strategy allows Iran to maintain its influence in the region, while avoiding the disastrous consequences of a direct conflict with Israel and its Western allies” I can see this side and whilst I do not agree on this stance coming, I can clearly see that it will a likely output. To thwart this setting and steer the Arabian peninsula towards a larger shaped stability, Israel would gain a lot by pounding Hezbollah back to the stone age (as expressions go). So in the line of “Always know if the juice is worth the squeeze” there are two sides deciding this. Make the fruit smaller and weaken the squeezing hand. These two settings will end the ‘reign’ of Iran over Hezbollah and that is what is needed. Iran is playing a dangerous game going all the way back to June 2023. The attack of 7 October 2023 took time, there were training flights, there were preparations and Iran was the assisting hand since before day one. That is the side that the media ignores, that is the side that was in the open and the allies (say friends) of Israel never saw this coming? The writer (Dr. Majid Rafizadeh) brings a good case I fully agree with him, yet my (non-informed) side has issues. You see Iran has been doing this for at least 18 years and I think that more people should be in the know on this. I wonder how many people are ‘dissuading’ people due to the crude oil loophole I discussed in ‘Is it merely political?’ on October 6th (at https://lawlordtobe.com/2024/10/06/is-it-merely-political/) I wonder how many stakeholders get fed of that premise? I do not know, but the need for greed and ‘hand outs’ make this a much bigger issue than you think and that is not good. Because it allows Iran to play the same dangerous game for much too long. Agree or disagree as you see fit, but ask your self the question. ‘How is Iran playing this game for this long and the media isn’t up to speed?’ It is nice to blame the media, but the fact that they didn’t report on many occasions makes their hands tainted as I see it, and they also refrained to expose several stake holders in the process. How does that hit you?

And a mere 50 minutes ago we see the the Washington Post give us: ’Israel strikes southern Beirut; U.S. demands restraint in Lebanon, aid for Gaza’, I wonder what they didn’t report on, because that part needs to be exposed as well. The added text “Separately, the administration gave Israel a month to improve humanitarian conditions in the Gaza Strip, warning it could otherwise take punitive steps, including withholding military aid”, the Times of Israel gives us IDF data shows over 26,000 rockets fired at Israel. My small question becomes “What was the cost of that?” If a rocket costs a mere $100,000, than Hamas kept a little over 2.6 billion out of the mouths of Palestinians and that is merely 2023. As such Hezbollah also fired missiles, The group reportedly has up to 40,000 ballistic missiles with ranges between 160 and 300 kilometres, What were those costs? As such how could Iran pay for it all? Both Hamas and Hezbollah did not pay top dollar for that, so what was the hand out by Iran? In 1976 we got the phrase “Follow the money”, it comes from the movie ‘All the presidents men’, as I see it Bob Woodward really screwed the media over with that one (me, laughing out loud), oh, and he was involved with the Washington Post for some time. So who trailed the Iranian money?

Have a great day.

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What we see as good

That is at times the question. You see, we see via Twitter and Facebook all kind of dubious shenanigans on how we would be saved by another Crusade (implied innuendo). That sounds nice, but the setting was that we had to go there thrice and still it ended in an uneasy truce. Now there is absolutely no guarantee that Christians will succeed this time around. The first crusades were enacted through greed and pillaging and even now the Christians remain in denial of that part. I do not think this will ever change. And it gets from bad to worse after that. The ‘west’ is still working under the believe that they can come on top of it. Just like the NRA believing that they stand a chance against the US military in an insurrection mode. (It took me 30 minutes to stop myself from howling from laughter).

You see, “The Cabinet of the United Arab Emirates, following the implementation of the UAE Federal Law No. 7 in November 2014, designated a list of 83 organisations and entities including the Muslim Brotherhood, Al-Qaeda, Taliban, Hezbollah, Houthis and the Islamic State as terrorist organisations” that was a decade ago, they still see Hezbollah as a terrorist organisation. As such it is remarkable that the Khaleej Times gives us ‘Thousands of UAE residents turn up at Expo City Dubai to pack aid boxes for Lebanon’ (at https://www.khaleejtimes.com/uae/hundreds-of-uae-residents-turn-up-to-expo-city-dubai-to-pack-aid-boxes-for-lebanon) it is here that we see how utterly remarkable the people of the UAE are. Here we are given “Thousands of UAE residents turned up at the Dubai Exhibition Centre in Expo City early on Saturday morning to pack aid kits for those affected by the crisis in Lebanon. Some left homes as early as 6am to make it to the event which began at 9. Many brought items to contribute, which were collected at the location while others chose to make monetary contributions to registered charities at the event” now reflect on this against the events in Europe where affected countries include Austria, the Czech Republic, Croatia, Germany, Hungary, Italy, Poland, Romania and Slovakia. Thousands of people have been evacuated; at least 26 people have died, and thousands have been displaced. So tell me how many people got into an active mode to help and support these people? Not that many (a pure guess on my side) and here we see thousands of people supported through goods and donations as well as packing the parcels for the people affected. 

And these westerners thinks that they can ‘fuel’ a new crusade setting? Don’t make me laugh. 

Even the UAE organisers were amazed as we read “The capacity of the hall is 1,000 people and that’s how many people we were expecting,” said Dr Tariq Al Gurg, CEO and Vice Chairman of Dubai Cares. “But we have already had 2,500 volunteers, and we are expecting it to rise to 3,500 or 4,500 by the end of the session. We had to really rapidly change the strategy to ensure as many people could have the experience. The packing sessions were shortened to about 40 minutes.” A hall sized up for a thousand people and they ran out of space well before noon and think of a thousand people in a place that goes warmer than 36 degrees Celsius. That is what the people are up against. A whole ‘horde’ of people who make it their business to give aid to the people of 

Lebanon. It is also here where we see “He said the 10,000 boxes that the volunteers packed were just part of the aid being provided to Lebanon. “We will give them tents, drinking water, food supplies and hygiene kits. Also, we will get them proper instructors to get them psychosocial support.”” That is what Lebanon needs (well they heed a seize fire more), but that is all in the hands of Hezbollah and whilst they hide behind the three killed UN soldiers. The papers are eager to dismiss the fact that Israel told the UN soldiers to get out of the way, but they refused. I cannot fault either side for this, but the fact that Hezbollah (in support of Hamas) decided to fire on Israel was pretty much the dumbest thing they decided on in 2024. But on the good side, the people of the UAE rallied for the people of Lebanon and that is equally dismissed (as far as I could tell) by the western media. And this isn’t the only event, a similar event is being conducted in Abu Dhabi on Sunday (October 14th) at the cruise terminal. Dr Al Gurg said similar packing events will be held in the coming weeks as well. And that is who these Crusade claiming weirdo’s want to go up against? In 1095 the Westerners had over a century of advantage and they barely got out alive they lost a few million lives, on equal footing (now) it is massively likely that the west will not survive that stupidity. But it is not about the neo-Crusades. It is about how a country (the United Arab Emirates) decided to unite to give aid to the Lebanese. A nation 2500 km away from Lebanon and they rallied like nothing else. I wonder what happens when they really set the marker  on what these volunteers of the UAE find unacceptable.

As such I say, well done emirates and on a side note (as I find the setting to hilarious for words) there is every chance that Jerusalem at some point will see

Determination of the people is half the war and these Neo Crusade weepers might take notice of what we see in the Khaleej Times. And when you take notice of that, also take notice on the western media not taking notice (as far as I could tell). So well done Dubainese and Abu Dhabians. Well done!

Enjoy the day.

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What is real?

That is at times the question. There was an image on LinkedIn (see below) and I had taken notice of it. Yet today on LinkedIn we were given a rather large recruiting drive which seems odd, but it doesn’t need to be. The line “Amazon plans to cut 14,000 manager positions by 2025” directly opposes the recruitment drive on which 150 people applied for (as a presented fact).

We see all the big boys dumping staff around 120,000 of them and the others are planning to dump a significant amount of people (numbers unknown). One of them I know ‘personally’, it is the Swedish telecom company Telia. We were given a month ago “Swedish carrier Telia is set to cut 3,000 jobs this year as part of cost reduction measures. The proposed cuts would equate to around 15 percent of its workforce, and deliver annual savings of 2.6 billion Swedish crowns ($253 million), the operator said today (September 4)” the larger issue is not that they are dwindling down staff, a 15% decrease is significant. It is the other side of the coin that I cannot see at the moment. That 15% might be all over the place, but the turnover is that a company with 15% less staff tends to have issues all over the board. Perhaps it works out, perhaps not. But the issue that I see with 3,000 persons saving them 2.6 billion Swedish crowns is a more significant issue. You see that amounts to a personal saving of 866K per person and no one in Sweden makes that much (well almost no one) this means that Telia is downsizing a lot, as such we need to take a look at “As of 2023, the company had a market share of roughly 31.5 percent” This implies (implied does not mean factual) that Telia is downsizing a few more branches and that now leads us to a much larger setting. Another source on this gives us “I envisage that this intended approach will not only result in a Telia that is simpler and faster in decision-making and commercial execution, but also help us to grow our business and generate enough cash so that we can make necessary investments and cover our dividend, as we remain committed to our dividend policy” I feel uneasy on this. Especially the statement “we remain committed to our dividend policy”, now this might (and likely is) merely me, but it could also mean that Sweden is ripe for players like STC (Saudi Telecom Company) and Huawei (Ren Zhengfei) to take up the baton to wave a much larger change in Europe. I expect that Huawei might show links to China Telecom (a speculation, not a fact). You see, as these companies all dwindle down, these staff members (requiring a job) might be a nice niche for these two players. Saudi’s STC is already in Europe “Saudi Telecommunication Company’s subsidiary TAWAL officially began operations in Europe in August of that year. In September 2023, it was announced STC Group had acquired a 9.9% stake in the Madrid-headquartered multinational telecommunications company, Telefónica, S.A..” When you consider this stage, and Sweden is the next target, Finland and Norway are not far away. I saw some data on STC entering Slovenia (might have been Slovakia) and that puts the option of Poland on the table, at that point Saudi Arabia has a clear path from the South of Europe all to the far north. And with that on the road, Huawei will have negated a much larger win, it took them some time but with this in place America is out of the race in Europe. All that bantering of fear mongers (never showing any evidence) and now these players will succumb to a much larger setting. Mind you, I am speculating. I have no evidence of this. And when we consider that IBM and Cisco are also on the list, the internet overhaul could become a lot larger. We say ‘it won’t get this far’ but the stage where they could be replaced by other players There is a Chinese version of Cisco (not sure how that words), but the stage becomes that Huawei and STC would have a clear path taking over servicing the European population of 449 million people in the EU. It is what I would attempt to do and America losing 120,000 people to ‘streamlining’ businesses will not help. So what happens next? Well if this impacts Telecom in Europe, especially a well maintained network, America will lose more and more and now they have no data to look into, that implies that Google, Meta and Microsoft will get less data and that will hinder their actions in the long run as well, especially as the Department of Justice is seeking to slice and dice Google. In that setting Huawei and their Harmony OS NEXT will get a great option and as that vibrates through the Middle East and Asia, Huawei will get the sweetest revenge on America to start. In this setting (as I personally see it) Germany and France will soon count the chickens they have and the eggs coming from this setting. I feel that Germany will turn first, but that might merely be my view on the matter. 

What is a given is that this is merely a setting as I see it (optionally very wrong), but as Saudi Arabia via BRICS makes more inroads into Europe, America will essentially lose these income streams. And that is the beginning of the end for America and its $35,000,000,000,000 debt. There is every consideration that more then 20% loss of revenue implies that America can no longer pay the interest bill. A setting I saw coming a mile away (5 years ago), so I do not see any hindrance to this scenario (which doesn’t make it correct).

And in all this China is seeking ‘revenge’ on the accusations America spouted and Saudi Arabia is aiming to become a technology hub and they are well underway to make that so.

So in this day and age of redundancies, there is a larger group of people almost desperate to find a new gig and there these two players can find all kinds of people ready and willing to give their new employer the best that they had. Will it be so? Time will tell. 

I want to congratulate Vancouver as they join us on this Sunday and the rest on having an equally fine day.

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The afterthought

It is Reuters that gave us ‘Exclusive: Stop Israel from bombing Iran’s oil sites, Gulf states urge US’ (at https://www.reuters.com/world/middle-east/stop-israel-bombing-irans-oil-sites-gulf-states-urge-us-2024-10-11/) Now normally this doesn’t bother or alert me, but after the 6th when I wrote ‘Is it merely political?’ (at https://lawlordtobe.com/2024/10/06/is-it-merely-political/) where we got to see “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, Western countries spent $2 billion on this rebranded fuel in the first half of 2024” Now we see Gulf states all ‘worried’ about Iran, or are they perhaps worried about the cheap deal they have from Iran counting in the billions? A setting that most of us ignored as we were unaware of the loophole. But now, even after Iran threatens Israel, we are given “Gulf states are lobbying Washington to stop Israel from attacking Iran’s oil sites because they are concerned their own oil facilities could come under fire from Tehran’s proxies if the conflict escalates, three Gulf sources told Reuters” and in the article we aren’t given any names are we? Which Gulf sources? I think that we are entitled those answers, are we not? Isn’t it interesting that Reuters missed that beat, but then the media is becoming less and less reliable. And it makes sense that the first thing Israel goes after is the money, hence the oil. And in all of this Gulf states are urging the US to stop Israel from bombing oil sites? Who are the stake holders, what Gulf nations are involved and how is that money flowing? More important how can we track that money. How can we expose these exploiters? 

These are all questions that are derived from the article on the 6th of October that Politico gave us. If they rebranded 2 billion of Russian oil, there is nothing to stop us thinking that Iran gave others a lot more and from the gulf states there is plenty of players around to do whatever it takes to get a share of a mere 50 million and this has been going on for a while (a speculative thought). The Russia story came out relatively fast, but the Iran dilemma has been going on for decades and now with the Hezbollah eradication as well as the pounding of Hamas, these stake holders are worried that their well dries up and now they are speculatively crying like little bitches that their free ride is drying up. OK, that might have been a little over the top but the sentiment comes across, does it not? Now, I could be wrong, one sides does not prove the other. To put it simplistically every cube is a orthotope, not every orthotope is a cube. As such what is happening in Russia might not happen in Iran. On the other hand, what was set in motion to be applied to Iran was pretty much a setting for Russia as well. And the media isn’t asking questions, why not?

Until recently when Politico showed us the loophole no one asked questions and now they should have asked a few questions, yet they still are not. How weird is that?

Apply that to the fact that we are merely give “three Gulf sources told Reuters” and no one wakes up? Why is that?Journalists are not that dim, as such, I suspect that at least one stakeholders has a larger finger in the journalism pie of Reuters. Just a thought to consider.

Have a great weekend.

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