Category Archives: Finance

March 1, 2024 · 10:17

Just to mention a few issues.

To see this part I need to take you on a trip. First all the way back to September 2020 when I initially wrote ‘Software as a salad’ then to June 2021 when I wrote ‘Clouds for a chance for gaming’ now consider that I know gaming, I have been involved with gaming since 1985. So a few hours ago this image passes me by

So I went on this quest for over three years getting people to get ready to use what was to be added to what is. The situation is pretty simple. Between 1985 and 1999 the industry released over 10,000 games for Atari 600, Atari 800, Atari ST, CBM64, and CBM Amiga. The idea was to take the top 10% which is a little over 1000 games and make them ready for streaming. Now this does not happen over night. Games will need revamping, access to new graphics and music. 

A setting that would give the Amazon Luna and/or Tencent holding a massive advantage. Consider that I gave this to the world, all whilst EA gives us a commercial buy three pay for two. A simple concoction where we see exploitation without return to gamers. How is that for progress? How is that a situation for forward mobility? This is just 5 games, so what about the other 995? And this is how you lose a console battle, by not engaging with the audience. By hiding behind what is known, what is secure. A setting that EA knows to well, and they are not alone. So consider ‘Murder on the zinderneuf’, so what happens when it is revamped, rebranded as ‘Zeppelin final flight’? Alike but not completely. When that happens the IP is open to be reused that is the part EA and others forgot about when it is alike but not a copy and there are hundreds of games that can be exploited that way. Software people they never learn. Why is that?

I wonder what it takes for them to consider the lesson that I have placed in front of them for over three years now.

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February 20, 2024 · 17:50

Many off ramps, same destination

It has been quiet here for 6 days. These things happen when you suddenly end up in hospital. I will spare you the details, they are not important. The cemetery is filled with people who had my condition, so there. We are about to take to trips before we get to the main event. Thee elements all matter to paint a picture, one of presentation, one of anticipation and one of speculation. In all matters I could be wrong, but I will let you decide for yourself. A small added treasure hint, I will add a new piece of IP tomorrow. The savvy programmer could become a millionaire. I will let you consider that for yourself. I am no programmer and I have other things on my mind. But if you are savvy and create a good program, you could get between 20-50 million downloads over time. At $0.49 per sale that will amount to serious money. So I leave it up to you to consider that tomorrow. Now we take a different gander. 

The dream
When you are locked (lets call it that) to a bed your mind gets to wander and my did (and then some). I was offered a job as a courier for the Kingdom of Saudi Arabia based in Sydney. Their personal mailman and they started with one hell of an offer. My startup bonus was BTC300. Of course I accepted and that would be my initial payment for up to 6 months. So when was the last time you were offered a starting bonus of $24M? So, yes my dream was delusional, but it was my dream and I was locked to a bed. In my mind I visited the cities I have visited in the past (a fair amount of them) and my life was turned upside down.  

Now I am certain that you wonder why anyone would do that? And that would be a fair question. Now consider the other side.

  1. The consulate might have been desperate for staff members and they took one that knew several languages and had travel experience all over the world and I fit that bill (fortunately).
  2. The consulate might prefer a courier who did not speak or read Arabic for all kinds of reasons.
  3. An unknown reason, only known to them.

These three reasons are perfectly logical and they will matter soon enough. Anyway, it was a lovely dream and I saw the places I have missed for about a decade.

The next instance of a rewrite
That is something all writers face. In my case the story of Engonos (played by me off course) I end up with a powerful Olympic bident called Psychofagos (meaning soul eater). I never really explored the part on how I got it. So that came to my mind, setting the hospital as a stage (might not be like that in the end).

As I walked through the hospital I noticed a myst, it was different, it was like clouds of soot, but the people didn’t seen to see it. I saw some of them blink like they were dealing with blurry vision and my mind raced. This wasn’t new. It was the Myst of Tartarus. Hades added the myst thousands of years ago. You see in the early days of Tartarus he saw that the strong became stronger, too strong and the end result was that these people started to relax. Hades created the myst of Tartarus. You see that myst attacks all sense of a person. Vision, abilities, skills and the mind. In effect it becomes a free for all, the weaker convicts now have a chance against much stronger opponents and the myst comes sudden, it comes quick and it is relentless. Above all you need to realise that when you slay another in Tartarus, you become stronger, but a share of all kills go to lord Hades (a large share). Tartarus itself nourishes Hades and has done so for thousands of years. The myst gives the strongest a chance to really add to the Hades pool of souls. So there I was seeing that myst in the hospital and I looked around rather frantically. To see myst where none should be is unsettling and it never spells good for anyone. Because of my heritage I am not affected to the degree others are, but I will feel the impact of the myst to some degree, so I was not a happy camper to say the least. I started to move slower and moved towards a wall, no ay to be really surrounded when there was a wall. I saw a glimpse of one creature, then a second one. They were in the attire of Myrmidons. The heralds of Tartarus. They killed with such vigil on earth, they were rewarded with eternal wars in Tartarus. Their souls knew of no better reward and they were almost inhuman. Take the largest gladiator you ever saw, make him twice as strong and five times as fast and thrice as agile and you are close to a myrmidon. They train every moment of their existence that they are not engaged in wars. They are unsettling to say the least. And two just slowly started to appear in my sight. They were clearly looking for someone and suddenly I saw that they turned on a fellow patient. Andreas and his son Kostas, both Greeks. They were looking for something that they didn’t see and I saw them move in for the kill, the movements were clear as day for me. I grabbed someone dinner knife from his plate and stabbed one in the neck, he hadn’t seen me and that as the last mistake he would ever make. He halted for a second to shake off the pain that a knife in the neck makes. I grabbed is sword and cut off his head with one clear slice. The second saw this and attacked. But there he was in a disadvantage. I am a son of Ares, as such my battle skills were born with me and the knowledge of a thousand battles. I stepped aside, blocked in a low stance cutting his meniscus. He sidestepped with the other leg  quickly, he had been wounded before and now he was a lot more dangerous. He would let me do the attacks, giving him an advantage. I made a fake attack, which he parried, I circled his blade counterclockwise and stuck the blade through his breastplate in the chest. His grip on his blade loosened just enough for me to break his pinky and grab the sword and off went his head. The only sure way to get rid of a Myrmidon. The body like the other one was turning to ash and I now had two swords. It seems that they could see some of the opponents, not all but some. I told Kostas to protect his father. He nodded but he felt a little lost. The myst does that to nearly all. Then I noticed something else. I felt some resurge, it appeared that I was getting some of their energy as well. I felt the sickness go away in seconds and I saw a lot more. I saw that there were more opponents one floor down. I rushed down in a cautious way, they were looking. I snuck up on one and as he never expected to face opposition I got him unaware and decapitated him, more energy and more sight, like an illumination from the myst itself. There were three ore, two myrmidons and something else. The last two myrmidons were a little harder, they worked as a team and one cut my leg. But the defeated souls almost instantly repaired me. This has an effect on the myrmidons. They hesitated and the early bird that hesitates becomes worm food, so off with their heads (I’ll spare you the choreography). I reenergised and it repaired whatever scratches I had and also my overall energy levels went up. There was a third part that I had never felt before, I felt more secure and skilled with the sword. Something that was new to me, but then I hd never slain a Myrmidon before and now I had taken care of 5 of them. Then I saw the myst a lot clearer and it became a beacon or me, the last Myrmidon. This one was different, his helmet lit up as polished silver in the moon, as did his bident. A bident? That was unreal. His bident wasn’t silvery, but has a silvery shine. It also had a large gemstone on the edge of the fork, a ruby. It gave me a memory which I buried for now. He was going for a bed in the end of the room. The name on the small whiteboard gave me ‘Leandros’, another Greek name. He was suddenly aware of me and countered before I could strike. He was more cautious and was engaging with fake attacks. This was clearly a highly trained opponent. He cautiously moved from side to side, trying to find an opening and then I noticed that I could touch the Myst. An idea formed and as we moved form side to side, blocking each others attacks, I suddenly noticed what I had hoped for and I threw one of my swords as a spear, which he countered, but that one second when he thought I had made a tactical mistake. I had my hand free and grabbed a dense cloud of soot, closed my fist and blew in my hand, the hand became a blowpipe for myst straight into his face and I saw the effect it had on him. He frantically went into defence mode against people who weren’t there and I thrusted the sword under his jaw, severing the spinal cord. As the head fell, I grabbed the helmet which was no ordinary helmet. In addition to that I grabbed the bident. I suddenly felt a rush. The bident focussed on Leandros, I saw Greece, somewhere on the east of the Peloponnesus. I saw Argos, I seemingly flew south east to Tolo, then still South East to a small island. Then the image faded. Whatever they needed, it must be there. I looked at the bident. It was some kind of brass, but there was more to it. There was an inscription “ενωμένοι είμαστε πιο δυνατοί” Then the memory came back. 5 Myrmidon commanders decided to honour Hades with all the kills Hades had allowed them to do and they would honour Hades as long as they kept the orders of their commander Achilles. A true vow. I could get behind their train of thought. They travelled to Crete where a well known blacksmith resided, they brought gold and asked him to make 5 bident in honour of Hades (something that was rare to say the least). Each commander paid two bard of gold, which was an absolute fortune and the blacksmith went to work. It took several weeks after which he produced 5 bident, each with a stone. Menesthius was given the bident with the ruby, Eudorus got the bident with the sapphire, Peisander the amethyst, Phoenix the emerald and Alcimedon the diamond. They were all happy, their bidents were stronger then anything they had ever held, their weapons a lot lighter and stronger. And they all have the same small text engraved “ενωμένοι είμαστε πιο δυνατοί”. As such I looked at the bident again. It was superior in many ways, it was not an Olympic weapon, but stronger then anything that era had. So I now had the bident of Menesthius. Was it Menesthius I had just slain? It might be, but that was a worry for another day. As Menesthius was slain the myst started to disappear and I hid the weapon and helmet in the usual place. Time to be a patient again. The myst had a nice side effect, the last hour became fuzzy for anyone hid by it, which worked for me. Time to plan on a trip to Argos and then Tolo. 

The main event
You see what you saw was part of Engonos and as it is in my blog, now it is visibly mine. My concoction and my creativity. I need to see where in the script it will fit, but it should be added to seasons one. The main event is all about Microsoft. I saw the article last week but I was somehow indisposed. I had not forgotten it, because no matter how dim the BBC was. I saw something that others might have missed and that is the exercise of today. It is about delusional settings. We have intentional delusions and unintentional delusions. The intentional is often self inflicted like the dream, or the story. The unintentional version tends to come from speculated views or facts and the mulling of these facts. Some set to half truths by your own views and speculations and some are set to other parts (which is not up for discussion today). What matters is that you see these parts ‘as is’ not as truths or as ‘maybe truths’ that is the largest mistake that a speculation can lead these versions to. The media relies on this for flames and so on. I do not, but I am strongly set to presumptions. If a speculation is a guess, then the presumption is an educated guess based on available data. That is the underlying setting you need to see.

This started as I read ‘Xbox, Nintendo or PlayStation: does it still matter?’ (at https://www.bbc.co.uk/news/technology-68304967). The short answer was ‘Yes, it does’ but that is not what this is about. We see the spin by Microsoft and then there is a jewel. Perhaps unintentional, perhaps a quick slide to avoid what was ALMOST said. The first I saw was “The analysts Ampere estimated that in 2023 there were a total of around 46.5m consoles sold, of which only 7.6m were Microsoft’s Xbox. That leaves nearly 39 million gamers that Xbox exclusives such as the long awaited Starfield from Bethesda, didn’t reach.” Don’t get me wrong, I have been a Bethesda fan for the longest time. Now consider that the game was released on September 6th 2023. And now we see “Updates could play a big part in improving the future of Starfield, but there’s one key issue with the game that seems unlikely to ever be addressed. Although Starfield received some share of acclaim upon its release, it was also met with a lot of disappointment, as it didn’t necessarily live up to the standards set by prior RPGs from Bethesda Game Studios. Although there are a number of areas for improvement that updates could tackle, some underlying choices in the design and story may be frustrating forever.” (Source: Screenrant) As I see it the 39 million gamers are not overly sad on missing out. We see also on other media “Phil Spencer on Helldivers 2 Not Being on Xbox: ‘I’m Not Exactly Sure Who It Helps’”, well the answer is simple. It helps a game being shown at its maximum. Sony has a truckload of those and Microsoft fell behind by a lot. He sounds like the desperate executive who cannot make ends meet. How are developers given a fair shake when they are rewarded pennies when they are entitled to dollars? GamePass only works at the core of less then $10 a month leaving developers with less than $0.25 per gamer. How does that work out for them? The quote that set me off is ‘suddenly’ gone, so I am hoping others still have it and Gamespot still had it: “a future where every screen is an Xbox.” I personally believe that he wanted to say “a future where every screen is an Xbox data collection point.” To see this, I need to take you on a small journey as I have stated this danger in the past before. Consider that Activision Blizzard was acquired for $69,000,000,000. Sixty nine billion. Let that sink in. Now consider that Activision Blizzard made 7.53 billion USD in 2022, less than in 2021. This gives us that the investment will take 10 years to break even, 11 years when we consider the interest and even more time when they become GamePass games and the revenue will become smaller still. So how is that a good investment when gaming technology evolves the way it does and Microsoft is now losing ground awfully fast. But when you consider data where games collect data on every gamer the field changes and they will have sign up deals where you get something cosmetic every month for free, it costs nothing and thousands will sign up, the small print that they collect certain parts will be written in the small print over dozens of pages. Yes, this is ALL speculation but that is what I would do if I paid for an Edsel for a ’mere’ 69 billion. The latest games are disappointing and Microsoft is losing ground. They misjudged the field and the people are sticking to their consoles (mostly Nintendo and Sony). I reckon that Tencent will be outshining Microsoft too with the optional 50 million subscribers (also speculation). That will be the third time that Microsoft misjudged gamers and loses a lot in the process. We can understand the spin by Phil Spencer. I reckon he is now desperate to get a win but as I see it it is not in the cards for him. Not as things look at present. And it goes more arctic for Microsoft soon after that. They are betting on the wrong horse and whilst they shared the field closer to equals with Sony in the era of the Xbox360, they threw it away in under a decade and after that they invested almost 100 billion in a few software houses that could not bring home the bacon and I was eager to assist in their downfall by handing IP to independent developers giving Bethesda even more challenges down the road. In the end you are as good as your next success and Bethesda had it in 2011 with Skyrim. Then Microsoft messed up their mojo. That is how I see it and now Microsoft is (as I personally see it) going down hard and the ‘spin’ we see around Helldivers 2 doesn’t help Microsoft. And it gets to be worse. This is given to us with “Xbox president Sarah Bond even teased the idea of some brand new hardware in a podcast released by Microsoft on Thursday” yes Sarah, deliver or shut up. You either have something new coming up (which might be essential for Microsoft), or basically fudge off. Microsoft lost against Sony, then it lost against Nintendo, the weakest console of all and there is a decent chance that over the next 15 months it will lose against the Tencent Handheld as well. Consoles require (for the most) games, or something unique and GamePass was not enough, not when the pass owners are told that certain games will not be released on GamePass. When mediocrity is the sum of GamePass, the games will go somewhere else and Bethesda new elder scrolls is well over a year away (at least), gamers will go somewhere else and when that happens the 100 billion dollar is the anchor that drowns Microsoft games. So the statement of “Ampere does not expect Microsoft to exit the console platform business in the medium term as that would leave a gaping hole in its games-related revenues” I am not so sure. RedFall and Starfield are huge disappointments and that amounts to abandonment by gamers. They will find another venture and some will hold on to their console, that is fair enough. But with the abandonments also comes GamePass cancelations and that is revenue Microsoft desperately needs to make revenue. 

So how wrong am I?
Not all will pan out, I get that, but I feel that I am closer to the mark than most others and the two elements that will ensure the drop of Microsoft is now more exclusive games on Sony and the numbers that Tencent will get. The second one will cost Microsoft a gaming population, one they desperately need.

When you read between the media emotions you see that I am making a good case. Read up and form your own opinion. Don’t just take my word for it.

Enjoy the week.

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February 12, 2024 · 04:18

Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

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February 11, 2024 · 14:34

Don’t take my word

That is serious, especially in this case. My inner paranoia hit overdrive at the sight of an image. They have been pasting sales pitches all over LinkedIn and they are clever about it. Yet, I believe they left a dangerous premise on the floor and that was where I came up and basically said ‘Are you serious?’

The image below started all this.

The added text 

Drove my paranoia into overdrive. Why you ask? Well simple. 2023 had (according to some sources) a mentioned total of 2,814 breaches. This converts towards 8,214,886,660 breached records. There is no clear OS or system and it is nowhere near the total. The amount of people deciding not to report this because of no coverage is apparently astounding. Now consider the image above and now a hacker doesn’t just get access to one stream. That hacker suddenly gets access to ALL streams. This is a hackers wet dream in development.

The issue that I state that you cannot take my word is that I am unaware just how good (or how bad) their cyber security is. They are so driven to create awareness that they seemingly forgot to hand cyber awareness the limelight it deserves. Microsoft has been the target of hackers for a long time and this is NOT in Microsoft. This is a whole range of issues (some Microsoft) and that is the problem. Now we see a solution that links all these social media connectors? I shover at the thought.

Now what I would have done is to create 2-3 white papers on how secure that solution is. How (to some degree) the protection plays. I get that we do not need to feed hackers, but I missed a large setting of marketing effort to keep IT people at rest on this solution. For example, the Optus breach of 2022 was set in three stages. One was a public-facing API. Two, the open API facilitated access to very sensitive customer data and three was the use of incrementing customer identifiers. Three settings that have hackers a way to 2.1 million of its customers and their identity documents. Now consider that you have a funnel API linking ALL your social media data. Can you even comprehend the possible damage that this ‘luxury’ brings? Now, perhaps the security of Funnel is top-notch. Yet in this, I would have started with this, especially as hackers got access to almost 3,000 systems comprising over 8 billion breached records. It isn’t merely that I would have done it differently. It is essential for everyone to become cyber savvy and no capturing emails. Send this out to whomever wants to read it. So don’t take my word for this, check the data, check the company and check their claims. Security is important. Marketing gets paid to do their job and making things easy for them is optionally making things easy for hackers.

You really don’t want to do that. You see hackers created a total income for themselves of $20,000,000,000 in 2021, which is 5700% more than in 2015. You see why hackers do what they do? You really want to make it ‘easier’? Now if Funnel does have top notch security (and I hope they do), lets hope they wisen up and make sure everyone sees that too because their solution does look appealing, but until I am certain, anyone installing that solution on my corporate server gets to be hung until death from the chandelier in the board of directors meeting room. Safety and security, there is no substitute.

Enjoy your weekend.

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February 7, 2024 · 22:41

Once more for fun

This started with a headline that caught my attention. It was ‘Top US consultancies face scrutiny over role in Saudi Arabia’s sports push’ (at https://www.theguardian.com/world/2024/feb/06/consultancies-saudi-arabia-sports-us-senate-disclosure-subpoena) there I immediately saw that it was written by everyones favourite Saudi basher Stephanie Kirchgaessner. Before I go out and draw first blood (always fun) I wanted to see if she had learned her lesson from the previous few times I slapped her silly online. So I decided to have a closer look. Here we are given “Major US consultancies who have advised Saudi Arabia on its global sports spending spree – including its proposed takeover of golf’s PGA Tour – are coming under fire in Washington for possible violations of federal disclosure laws.” That got my attention, but there are a few sides that need clarification. You see what exactly are the ‘federal disclosure laws’? It comes with the added “the senator has also strongly suggested that the consultancies could be violating federal disclosure rules – known as the Foreign Agents Registration Act (Fara) – by not formally declaring to US authorities that they are acting as agents of the Saudi government.” And now we have a problem. You see, when we consider that the “The Foreign Agents Registration Act (FARA) was enacted in 1938. FARA requires certain agents of foreign principals who are engaged in political activities” This is not politics, this is a bloody sport organisation and Kirchgaessner should know better than to be the willing tool of Richard Blumenthal. As such, The FARA Unit of the Counterintelligence and Export Control Section (CES) in the National Security Division (NSD). This implies that Matthew G. Olsen, Assistant Attorney General of the NSD should be part of this and he is not mentioned, not once. So what is this about?  

Well, we get an idea in the article with “The Saudi public investment fund (PIF), a sovereign wealth fund chaired by the crown prince and de facto Saudi leader, Mohammed bin Salman, and is worth an estimated $776bn, is at the heart of Blumenthal’s inquiry” and my question becomes. ‘Why is the investment fund of a sovereign nation the interest of Blumenthal?’ Anyone? You see what does a democratic United States senator from Connecticut got to do with this? We never see that explanation. Don’t get me wrong, this man has done plenty of good for America and for his constituents. I merely wonder what is going on. Part of this is seen in the Financial Times (at https://www.ft.com/content/7009a1a9-8e07-4113-a47d-ee4724d3d427) when we are given “You say you are between a rock and a hard place but you have chosen sides; you have chosen the Saudi side, not the American side” with the added “US PGA Golf Tour” is a global sports organisation, PGA stands for Professional Golfers’ Association of America. Yes, the term America is in there. But the side we do not see is “Overall, the PGA Tour reported $1.9 billion in revenue in 2022, up from $1.59 billion the previous year, thanks to new multibillion-dollar TV deals. Expenses rose as well, with the organisation reporting $1.87 billion in costs, up from $1.55 billion in 2021.” So this is about $300,000,000 in debatable profits. And in all this we see certain people in the dock for explanations. Yet at what moment in time did Richard Blumenthal and Stephanie Kirchgaessner look at its board of directors? This includes Ed Herlihy (lawyer), Jimmy Dunne, Mark Flaherty, Joe Gorder and Mary Meeker? When were questions asked of them? McKinsey is a consultancy firm, gold is a sport, it is not any kind of bloody intelligence with foreign agents. That shallow ice allows me to slap Kirchgaessner yet again. And all this is out in the open, she merely reported like a meek little sheep making the Guardian a bigger joke. I saw the wreck unfold in under 10 minutes. 

So when we get to “The PIF has routinely objected to being subjected to US laws and has rebuffed repeated requests by the Senate committee to hand over documents subpoenaed by the panel. To get around the issue, Blumenthal looked to gather information from the US consultancies that have advised Saudi Arabia for answers.” It is the ‘to get around the issue’ that matters. Blumenthal wasn’t ready, wasn’t prepared and was out of his depth in this case. The first question in a senatorial interrogation would be ‘How does FARA apply to golf?’ Then I would go towards issues like outsourcing. America outsources to China for well over $23,130,000,000 billion all so that they end up with an average workforce spend of $29.10. Yes, that is America. But no one steps in on that step of greed, not even towards China, so the PGA is outsourcing itself to Saudi Arabia for the opposite reason, not to get the cost down, but to get profits up and it seems that McKinsey and Company investigated and reported on this for their client. All settings that are out in the open and the joking duet called Kirchgaessner/Blumenthal missed this? 

So when we get back to “Major US consultancies who have advised Saudi Arabia on its global sports spending spree – including its proposed takeover of golf’s PGA Tour – are coming under fire in Washington for possible violations of federal disclosure laws.” Why aren’t we seeing the board of directors of the PGA tours in the limelight? And when it comes to the US consultancies, if they are advising, there is the question will others follow that advise and if so is the acting party not up for optional consequences if laws are BROKEN? Were laws broken? Not as far as I can tell and we can point at ‘to get around the issue’ implies that Richard Blumenthal wants something else. Perhaps dip his …. In the PIF (Public Investment Fund) and slurp up whatever he can. Oh and a thought just occurred. What do you think happens when Saudi Arabia retracts all fundings from America? Did you work that out? When Saudi Arabia sells all the US treasury bonds they have, will the heartbeat of America be measured in Weeks, or seconds? If Saudi Arabia offloads $107,000,000,000 in bonds the US economy will face a harsh reality that it needs money overnight and when others leave America to get by it is all over. Perhaps the ultimate nightmare for Wall Street that desperately requires some kind of soft landing at present. And it could have been averted, just like the losses that the US defense providers face to the extend of many billions (up to 50 of them close to immediate). How much losses can America survive? If there was a clear case of national security I would be fine with this all, but the Guardian gives us no information other than a Saudi hater who is out of her depth and no clear information on the entire McKinsey setting. Too much alleged emotions and no relevant information. 

So this was one more slap just for the fun of it. Enjoy the midweek.

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February 6, 2024 · 00:51

At the start of round two

I have stated more than one that America has a problem, it has a few, yet this was about defence spending and others aren’t spending it on American soil. I have been called crazy, cranky and delusional (no idea where the cranky part came from). Anyway, today I see that Saudi Arabia has a MoU (Memorandum of Understanding) with Leonardo defence.

From one source I am getting “The Ministry of Investment (MISA) of the Kingdom of Saudi Arabia, the General Authority for Military Industries (GAMI) of the Kingdom and Leonardo announced yesterday the signing of a Memorandum of Understanding (MoU) with the intention to discuss, develop and evaluate a range of investment and collaboration opportunities in the defence and aerospace sector.” Some will say ‘so what?’ and until recently I would have agreed. I never heard of them, that doesn’t mean anything, but when you consider that the amount (unverified) is rumoured to be around a billion dollars, the case starts to give a different stage. China is taking a massive slice, Germany and the UK are on the pie hunting side and now Italy takes a billion too. This means that the pie that America one had, what is left is a lot smaller and a lot less impressive (for America that is). 

So the pie that was overwhelmingly America (Raytheon, Northrop and a few others) is now set to at least four additional players and even as we do not know the slice of China, there has been a few indicators (unverified) that it amounts to billions. As I personally see it, this is the result of biting the hand that feeds you and I never saw any clear evidence of what happened to that columnist no one cares about. That is the larger station. In addition to this, one source gives us ‘Fifteen Spanish companies compete for a slice of Saudi Arabia’s military pie’. There is no way to see how far they get and the defence market that is going on right now has 700 arms manufacturers trying to get a slice of $71,000,000,000. It is anyones guess how much is left after China gets its slice. All indicators give me that they are succeeding, in least in part, in securing that revenue and that is revenue that is lost to America. I feel certain that players like Raytheon will get a slice, but as far as I can tell it is rumoured to be the smallest slice they have gotten in a decade. 

And a lot of this could have been prevented, but feel free to think that my delusion. 

I wonder what news we will see next week when the trade fair is over. Yet I feel that a few European firms will be happy on what they were able to achieve. The largest setting That I expect at some point is that FN Herstal and/or the Herstal Group will place facilities in Saudi Arabia to see the setting that Saudi Arabia has advocated for close to 3 years to have 50% to be produced nationally. I reckon that FN Herstal/Herstal Group might reconsider that setting and move some of that to Saudi Arabia, not only for the slice of pie, but as part of Brics their dance-book will open up to several players. There is no data showing this to happen, it is pure speculation but that move makes sense to me. You see if FN Herstal doesn’t China and their AVIC, CASC, CETC, CASIC, CSSC, CSGC could get a lot more revenue. Norinco is unlikely to make that cut as it has been a really bad boy, but that could be my personal view on the matter.

Enjoy the day.

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February 2, 2024 · 19:17

Evolutions towards the third cog

There was a side in one of my IP, the one that Google squandered and Amazon decided that they don’t need 50 million subscriptions, that one. There was a side that I never pondered on too deep. You see that part has more than one side. One side was the people and my IP is all about protecting them. Yet there is a global need for advertisement and I accept that, I merely don’t want that junk on my work desk. It needs to be available when the CONSUMER thinks they need it, not when the advertiser states that they know when a consumer needs it. 

These two fames of mind the (shortsighted) advertiser and the consumer need a buffer. There are a few other parts in this, but this is taking certain concepts and turn them into global options. As such my mind designed the system to be this strong willed, optionally that far ahead thinking. As such (my mind) who realises that AI does not yet exist did consider adding the deeper learning systems to be part of this, after all the consumer wins and 50,000,000 winners cannot be wrong. That being said, the sight of additional IP, parts I had designed in an isolated setting and if working, a mere increase of 1% amounts to 650,000,000 dirham. Take that concept global and it starts amounting to serious amounts. A setting that no one considered and for the life of me, I cannot see why. It was out in the open for the longest time. 

The mind started to consider additional sides. You see, social media where the consumer is the centre piece, brushing against commerce when it conveniences THEM has as far as I can tell never been explored to a serious degree and now the UAE (most likely first in line) get a serious addition to consider with a player like Tencent Technologies. That part was never contemplated by me as I was looking at different IP parts, but they could be connected. It only needs the mapping API and that is where Google comes back into the frame. You see “The Google Maps Platform is a set of APIs and SDKs that allows developers to embed Google Maps into mobile apps and web pages, or to retrieve data from Google Maps.” So until Amazon has its own Mapping part, or until Tencent releases their mapping part a new event rises to the occasion and there my mind started to mull things over. Three elements that can be connected and two of them globally. Facebook doesn’t have it and Google squandered part of it. They still have important parts, but overall they left it on the floor, all whilst they had an option to be the only contender in 2021. There is another case, but I know too little. You see last September we were given “the UAE’s efforts to embrace advanced technologies are set to drive the country’s economic growth and cement its position as a global leader in technology and innovation.” I never looked into that, because my IP wasn’t up to scrap then. There was also the small desire to sell it all to the Kingdom Holding Co. The little I knew of Al Waleed bin Talal Al Saud gave me the idea that he would welcome turning a starting (a speculated: my starting) 30 million into his presumed 6,000,000,000 annually. There is now a lot more on the dinner table as this could explode into all directions leaving the owner with a lot more. How much more? I have no idea. My mind is still mulling over the third cog. You see, in the end the total revenue is unimportant to me. It is creating the new stage that big-tech ignored and optionally trivialised. And with the Kingdom Holdings having a stake in the Citigroup, their growth seems almost a certainty. But that is not on my plate. You see I need to remain focussed on serving the consumers. Only then will the IP be globally accepted and there is a lot to be had there. All the others claim to think of their consumers. So how many advertisements were added to your timeline, were shown whilst you were playing a game, were shown whilst you were browsing family news? Try counting these advertisements and see where you stand. 

The fun part?
Google had a massive advantage here, yet they decided to drop the Google Stadia making Amazon the only option (Microsoft is not considered a worthy contender). That was until Tencent Holdings came out with their solution and now the picture changes even further. Now that there is a premise to link certain IP there is a larger station to change the image of revenue. I believe that consumers do not care that YOU make a dollar or two, they just don’t want to be faced with that fallout and advertisement is pure fallout. That is one part they all agree on. Now consider that people can spend their money only once and that gives you a new train of thought. This isn’t some spiel on the margins this is a new definition on how the pie is cut up and the other players will have to do with a much smaller piece of their slice. Not at first mind you, but like all growth settings when margins grow the others lose their margins and that turns to a smaller piece of the pie.

Feel free to disbelieve this, but I have been writing about this since November 2022 (it might have been December 2021). The timeline shows me to be correct. 

So as I am about to face Saturday, Vancouver is only now starting Friday, and as such, only 16 minutes ago former PM Najib Razak got his sentence reduced (time joke).

Enjoy the day and the upcoming weekend.

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January 31, 2024 · 21:45

On one side

That is the setting I was confronted with early this morning. I actually am not sure where I stand, this happens. It started with the Guardian article ‘Telegraph takeover: UK issues ‘stop meddling’ order to UAE-backed consortium’ (at https://www.theguardian.com/media/2024/jan/30/telegraph-takeover-uk-issues-stop-meddling-order-to-uae-backed-consortium). As such there are issues. In the first we get “The UK government has issued a legal order stopping a UAE-backed consortium from meddling with the Telegraph, including making any changes to top management and editorial executives, until investigations into its proposed takeover are complete.” As such, this is the Telegraph, not some newspaper with credibility like the Times. The Telegraph has been throwing its credibility down the drain faster than a nymphomanic hooker on roofies (just saying). 

We are also given “Lucy Frazer, the culture secretary, issued the pre-emptive action order after RedBird IMI’s last-minute move to create a new UK holding company to house the Telegraph and the Spectator if its complex deal with the Barclay family to take control goes through.” So it was pre-emptive? Fair enough but in that same light we got last November “Lucy Frazer said the Media Bill puts ‘protection of our free press’ at its core.” I don’t think she has a clue what freedom means until it serves HER purpose. In all this there is a side the Guardian and plenty of others ignore. It is seen with “house the Telegraph and the Spectator if its complex deal with the Barclay family to take control goes through.” As such who spoke to the Barclay family on this? I cannot find any article in that regard. This is just another Islamophobia setting and the media is key to reducing that tension, so I wonder what Frazer has on her order list. We can assume that “It is the latest skirmish in the battle for control of the Telegraph in a pivotal year for UK politics, with a general election due to be held in the autumn.” You see the Telegraph is conservatively tainted, as is Lucy Frazer. Is there a chance that they fear that reduced exposure could cost them the elections? It is highly speculative from me, but we cannot see ANY evidence that the acts by Sheikh Mansour bin Zayed Al Nahyan are evil, nothing more than a man being a shrewd business man and I think the UK needs more of those (but that too is my speculative view). Still there is an enormous amount of evidence missing. So what made this deal is such a “complex deal with the Barclay family”? It could be, but we aren’t given this part are we. Just a lot of emotions of some cultural sheila in the fear group (Australian expression). You see what everyone is forgetting is that the Barclay family is largely linked to the Telegraph Media Group. It represents (apparently) a value  in the region of £500m to £700m. Lets not forget how they were duped by Bjorn Lomborg’s climate propaganda, covid misinformation and that list goes on for some time, so how is not prosecuting those people, avoiding Leveson and some other small stuff serving the people and selling the paper to a UAE corporation is not? Lets not forget that the UK has 12 daily newspapers in circulation. As such I have questions and so should you. Perhaps there are valid reasons to fear PR settings, but that fear was taken away from that person in the Mummy 4 (Rupert Murdoch), so why are they still afraid? I think I know, but I will let you figure that part out for now. We are also given ‘Telegraph could become ‘PR arm’ of UAE after proposed takeover, MPs warned’ (source: Guardian) and  consider that the UK population is 68 million, the Daily Telegraph represents a circulation of around 318,000 a day, that represents a mere 0.4%, so where is the danger? I cannot see it, but perhaps someone will put out a much larger article (in an actual newspaper) to debunk my setting and give us the real deal. I could be wrong, I really could be and I am not certain where I stand, but at present it seems that this Frazer girls is responding to a different match ring and we aren’t told what exactly it is. 

The other part is that (no matter how complex), was the move legal. So now we are stopping legal moves whilst governments all over the world can’t be bothered to stop criminals? What kind of place are they running there? 

I will let you figure it out as you start the midweek and I await the arrival of Thursday.

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January 31, 2024 · 00:11

Forbes Foreboding Forecast

Yup, it happens. Sometimes the others are all on your train ride, but that does not make your prediction true. Yet to see this we need to take the whole image into consideration. For me I saw this come towards us like a freight train without any brakes when I wrote about it as early as September 2020. I wrote several times that these settings were a really bad setting and the outcome would not be a nice one. Then I warned that the US economy had nowhere to go, not when they insult and offend Saudi Arabia (and to some extent the UAE), as such China would gain billions in revenue. We saw last month (could have been 2 months ago), news that America was ‘worried’ about China making so much headway into the middle East. And now Forbes (at https://www.forbes.com/sites/digital-assets/2024/01/29/the-us-dollar-is-finished-wall-street-legend-warns-trumps-and-bidens-china-nightmare-is-suddenly-coming-true/) gives us ‘The U.S. Dollar Is ‘Finished’—Wall Street Legend Warns Trump’s And Biden’s China Nightmare Is Suddenly Coming True’. Really? First off, this isn’t suddenly, I made mentions for almost 4 years that this stage was underway. The fact that the dollar is finished is not entirely wrong, but not to the degree we see predicted. Wall Street will take any stance to diminish that danger. People will end up with nothing, but the almighty dollar will sail on, even though the galleon it once had will be replaced by a simple sloop (as piracy goes). 

So whilst we get “The U.S. dollar is “finished as the world’s reserve currency,” analyst Richard X Bove told the New York Times just days after his retirement from a storied 54-year career as a Wall Street analyst.” I initially tend to agree. Yes the dollar as a reserve currency is pretty much a bye bye black sheep operation. It is the “Bove, who sees bitcoin and cryptocurrencies as winning in a post-dollar dominant world, predicted that China will overtake the U.S. economy” part I do not completely agree with. You see the Yuan is and will be an important part of the global economy, but China has its own skeletons to deal with. Evergrande is one and that $300,000,000,000 issue will hinder the Chinese economy to a massive degree. Not to mention the Chinese population that is hurt by that loss. I reckon that being related to Shawn Siu in China is a lot more dangerous than being a loudmouthed disrespectful American in that region, but that could merely be my take on that situation. You see, China needs both Saudi Arabia and the United Arab Emirates to get the traction to push forward. Yes, they will push the dollar of its throne and Americans with their arrogance did this to themselves, but without the Middle East China has no real momentum. That was the larger station we needed to see. I tried to warn people, but to them I knew nothing. And true, I have no degrees in economy, but I have looked into numbers for decades and I have both a creative mind to see beyond the numbers and a critical mind to question any hypothesis I have. As such I saw what is now being published as ‘suddenly’. My timeline has three years of warnings of the dangers the US and its dollar were facing. I do not have the knowledge or insight to discuss or oppose the digital currency changes, but I can tell that the ego of ex-presidents with his opposition to the digital dollar will be the end of the American economy. The digital dollar would allow Wall Street to diminish the impact the slam the dollar is about to make. If that stops the damage will be enormous. I don’t think the US economy will have any cards to play. Especially now that the EU nations are vying for the same defence contracts that were once almost uniquely America alone. With France, the UK and Germany vying for whatever spending dollars they can, China might end up with a little less, but they still have a lot of billions coming their way, all billions lost to America now and the EU is trying to get a few as well, an indoor fight between the US and EU is not one they were ready for and overall the American evangelisers are now starting to be a lot more quiet. Money talks and the US has none left. Now that the Ukrainian Russian military debate is now three weeks away from two years. A short term prediction by the Kremlin is now a setting that they could actually lose. A stage not considered a year ago and that also brings a lot more problems to the EU nations as well as America. America that has been catering to Russian needs no less and that is important as the people are now a lot more eager to accept China as the new leader. This is not some Nixon fantasy, this is the case of Wall Street deciding on what is best for the world and that is not how it works. That only has any value in the delusional mind of some. So whilst we see what happens next, we see that the power players are vacating towards the UAE. Some will go to other destinations, but the mess that they are leaving behind (not all due to them) will leave the American population without anything left. So what do you think happens when the dollar collapses and 200,000,000 Americans see that their savings are gone. Do you really think they will will side with Trump and his multiple multi million lost lawsuits? Consider that no one has a clear view on how much he owns. Some state that he only has now less than 3 billion and he was dropped from the Forbes 400 list, he came up $300,000,000 short (a lot more with the lawsuits he lost). To give you some reference, Elon Musk is apparently 96 times wealthier. He has 9600% more wealth than Donald Trump and that is the person Americans pissed off, all whilst he has the foundations of a solution for the energy shortage they face. So how is ego holding up? When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough. 

Could I be wrong?
It is a fair question and I ask myself that question pretty much every day. It is not indecisiveness, it is not doubt. It is about verifying the numbers again and again from whatever reliable source I can find. Verification is everything. Richard X Bove and I got to the same conclusions via different ways and as such I wonder why others were never on that page. Why was the media not all over this? They were so ready to protect Elizabeth Holmes and Sam Bankman-Fried, but this they didn’t see? Ask yourself that question and wonder what else they got wrong and more importantly why did they get that wrong. You might come to some conclusions that will scare you. Mainly because you all worked towards your retirement, but how many funds saw the golden future that the dollar bonds brought? When that falls flat your retirement will be gone and there is no coming back from that. I think that a few banks in America, as well as Credit Suisse Group AG (now part of UBS), isn’t it interesting that none of them were properly investigated by the media? They all gave the same story, but no one looked into how many dollar bonds these banks had. It might be nothing, but I doubt it. You see, Credit Suisse was handed a $54 billion lifeline. The fact that ANY bank needed THAT MUCH money was never properly investigated and it wasn’t just them. We see all the claims, but to need a 54 billion lifeline implies that that piece of rope is made from weaved platinum threads with diamonds. When did you ever need a lifeline like that?

And these places all matters, because that is to some extent the impact that the dollar pushed for, at least that is how I personally see it. There will be plenty of people stating that I am wrong, but after 4 years I have been proven correct too many times. Let them come up with verifiable data and clear sources to prove me wrong. I dare them.

Enjoy the day, my Wednesday just started.

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January 30, 2024 · 00:57

The Apple conundrum

Yup, it is a mystery and honestly I do not get it. Now lets be clear they haven’t done anything wrong. But a few cogs started grinding after an article in the Guardian. The article (at https://www.theguardian.com/technology/2023/dec/11/apple-macbook-pro-m3-review-beloved-laptop-is-back-in-black-battery-screen) was placed last year, on December 11th. There we see the new MacBook Pro and it is a beauty, especially when you have been exposed to silver editions for about a decade, that jet black is a black diamond, nothing less. It isn’t cheap, but the Apple M3 Max chip with 16‑core CPU, 40‑core GPU and 16‑core Neural Engine can be upgraded to 128GB RAM (I would select the 64GB RAM for sentimental reasons) and can be upgraded with 8TB storage, a little much to my liking, so I would chose the 4TB edition. I wrote some time ago about an Apple/Adobe deal and Apple should consider it for the configuration I am ‘considering’. You see vloggers either go big or they can go home. The market is that way and too many are working below par. They either strap up or become irrelevant and the MacBook pro could allow for that. But that is not why this article is here. You see, Apple has another stallion in its stables

The old iMac’s were not my thing (I had the G4, G5), the old iMac didn’t do it for me, this one is a beauty and for vloggers the workstation to have, or is it? You see the iMac can only have 24GB of RAM, which is enough for the bulk of all vloggers, but the limit of 2TB is not. I have no idea why Apple didn’t allow for the upgrade to 4TB. Now, with the vlogging groups and medium format digital camera’s (at 100MP), having 4TB makes perfect sense. Why don’t the people at Apple see that? Doing the Microsoft path with extra external drives doesn’t hold the mustard. And this is not a time setting, the MacBook Pro is out for a while now, that means that in addition to that, Apple had 3-8 months to mull things over. So why wasn’t this done? The iMac is gorgeous, as such any vlogger would love many hours behind their workstation with that 24” screen making their videos look absolutely perfect. And yes, to get that level of result Adobe is pretty much a minimum requirement. Nothing against the GoPro and its software, which (as far as I have seen it) is pretty good, but today’s vlogger needs to edit and past basic options the only real player here (with no competition) is Adobe. 

All this is pretty much basic information out in the open, am I the only one seeing that? Consider that 2TB is a lot, but it already needed the operating software, other software (whatever you also need it for) and 100GB for the complete Adobe suite (as far as I can tell), now at this point you will see that 2TB is enough. However, 4K vloggers need 45GB per hour, as such you require the max of that iMac within a year and then you better clean up fast and much of it. This is why the 4TB is enough and gives you enough time. Consider one project, 2 hours, editing space that is quickly amounting to 200GB space, so 5 of these and the first TB is gone. Space gets lost pretty quick and those salespeople relying on you keeping your space clean have never considered the creative mind. This is why the 4TB matters and the MacBook Pro does that (even more then needed), so why wasn’t the iMac offered that option at present? I get that it might not have been an option when it released, but now? And consider that this requirement was clearly visible for almost a year. The lack of space doesn’t make sense to me. Should that person rely on medium format digital camera’s that space gets lost even faster. Consider that this could allow for PSD files up to 2GB (their Maximum), consider that a photoshoot could be anything between 50-300 images making this a 600GB nightmare and nightmare is the right word. You see any pro photographer has 1-2 photoshoots a day and managing system space is not their highest priority, making the Apple stance even less comprehensible (to me at least).

I see a lack of interactions, a lack of outreach to the photographer environment (a slight assumption) and in all this Apple is coming up short. What frightens me is that I expect these shortcomings from Microsoft, to see them from Apple is a little bewildering. But that could be me.

Enjoy your day.

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