Category Archives: Finance

December 4, 2024 · 20:11

The premise was already set

There were some ‘noises’ on what I wrote yesterday and the ‘ludicrous’ setting of Huawei. Well, lets have a look then. The Corner (at https://thecorner.eu/news-spain/the-government-authorizes-saudi-stc-to-purchase-9-9-of-telefonica/117825/) gave us a few days ago ‘Government Authorises Saudi STC To Purchase 9.9% Of Telefonica’ It does not sound like much, but in that setting together with Egypt (as I reported in 2023) the Saudi Telecom Company was already aligning with Egypt and now as it is settling in Spain, Saudi Arabia has now a direct line of communications with the larger part of Europe. They already had Portugal and optionally also have parts of the United Group (details are not known to me).

Then when we see merely a day ago we get (at https://www.rcrwireless.com/20241202/featured/stc-huawei-5g-saudi-arabia) ‘stc, Huawei to enhance 5G connectivity in Saudi Arabia’ and now we get “Stc noted that this solution boosts operational speed by 200% compared to earlier models. Saudi telco stc and Huawei have announced the commercial rollout of SuperLink, a digital solution designed to enhance 5G connectivity across remote areas in Saudi Arabia.” So whilst we get the softer message from Nokia on 5G and we should forget 5G, because their 6G will be da bomb (slight personal tweaking). Yes, always look at the horizon whilst Huawei is upgrading 5G to something that resembles 5G+. Another fine mess the makers of yesterday’s technology bring us. There is however no timeline for 6G and whilst we hear all the wild stories, I have to argue that the organisations that remained in the dark for the longest of time, now has da bomb? I call that a dead mans bluff. Like what they had done before and nothing came from it. Now that China and Saudi Arabia are setting the new marker we see the setting I warned about in ‘The question remains’ on the 21st of December 2022, two years ago I warned of this setting and Now suddenly we get the Nokia news? (OK it has been out for some time), but we haven’t seen anything out in the open with tests and so forth. In that same time Huawei set the proof all over the place and with HarmonyOS they can go to town, especially if Google is forced to break itself up. And as others are forcing Huawei out, we merely see other telecom companies taking the Huawei lead and offering it to customers. We can see all the ‘bigger’ telecom brands heeding the words from the US and so far it lacked any evidence. New the stage will be set that Saudi Arabia could offer a cheaper solution to people in Europe, the Middle East and Asia a solution with Huawei. Now, we get the setting that the larger Telecom companies will have to compete for the same customers. And in that setting 33 million in Saudi Arabia, a slice of 115 million in Egypt and slices from Portugal and Spain giving them slices of 60 million people. And that is before we consider the fallout all over Europe. You see, in the end these other players need people to fuel part of their profits. The anti-China rhetoric from Trump with the added anti-Huawei rhetoric will fall flat. In the near future they have the numbers and now others are in trouble. I reckon that soon Saudi Arabia will make a play for other Vodafone areas. I have no idea how far they get, but any Telecom company that starts not making their numbers will jump on that churn bandwagon. All this whilst Huawei is breaking new boundaries. So whilst someone reported the great success Nokia is making others make mention that the new setting is coming in 2027 (a presumptuous setting as I haven’t see the full papers). So what of 2025 and 2026? A two year bluff sounds nice, but Huawei is giving us “Stc noted that this solution boosts operational speed by 200% compared to earlier models and significantly extends 5G reach without requiring extensive infrastructure, making it ideal for connecting remote regions efficiently. The solution also improves deployment efficiency by reducing antenna requirements by 67% compared to traditional single-band parallel link methods, lowering tower rental costs.” A more than normal cost efficient solution and it is being rolled out in Saudi Arabia. I reckon that the UAE will follow soon thereafter and in that setting Egypt, Portugal and Spain are likely next. This gives them slices of a multiple times the Saudi population and in that setting with Egypt in their banner the Saudi 5G solution will turn heads and put the other players to shame. It would be a world first that Saudi solutions are cheaper and outperforming other telecom companies for at least 2 years. And that is until the people figure out that the Nokia solutions becomes too expensive. The rot in an economy also implies that the people need cheaper solutions and Nokia is less likely to deliver at that time. As I see it all Saudi Arabia needs to do is to figure out how to add France and Germany to that pool and the Huawei battle will be decided in favour of Huawei. Oh, and whilst you are brooding on that. Consider “Huawei technology must be removed from the UK’s 5G public networks by the end of 2027 under legal documents handed to broadband and mobile operators today” I have NEVER ever seen ample documentation that Huawei was an actual danger. It was proxy tantrums from an American administration trying to bully others to hate Huawei too. Now that the stage changes and when it does (no if it does), Germany will have to turn the rudder in their decisions. I reckon that France will immediately follow suit (a speculation, I have no evidence). All that and now it comes with a directive from Saudi Arabia, who owns a stake in several telecom corporations all over Europe and Africa.

Do you still think I was wrong (or talking shit). The evidence has been out in the open since 2020. It is the tail-side of having no economy left at present. And as I see it, the telecom companies will go for each others throats and in the meantime the STC will keep on buying stakes in the other companies. So take that setting and introduce some unaffordable 6G future solution from Nokia. Are things adding up yet? And don’t forget, 6G might be actually da bomb but it is well over 2 years away, so how are your finances holding up in 2 years? Mine won’t survive, I reckon a lot of others will have a similar problem soon enough.

This gets me to the final push. It was seen in Satellite Pro Me (at https://satelliteprome.com/news/stcs-job-attachment-program-surges-by-72/) where we see ‘STC’s ‘Job Attachment Program’ surges by 72%’ that is even better then the bulk of telecom companies had 20 years ago. As I see it, Saudi Arabia will need a massive staff expansion and retrenching of current staff as we are given “The programme offers STC employees the opportunity to gain hands-on experience, explore career paths, and develop professional skills.” As I speculate to see it, is that the STC is going places and needs staff to do so. The countries I mentioned will need extensive upgrading and a much better service and call centre setting and that is just for starters. As I see it the STC is the largest Telecom employer before the end of 2025. Oh, and that is before we even see where France and Italy are in that setting. This could be the larger push into Europe and I reckon that this is fight that Huawei is happy to see Saudi Arabia do at present. I hope I haven’t oversimplified it for you too much.

Have a great day and good morning to Vancouver where it is now 01:10.

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December 3, 2024 · 22:58

Bully tactics

The BBC (LinkedIn also) gave us a story. The BBC (at https://www.bbc.com/news/articles/cgrwj0p2dd9o) is giving us ‘Trump threatens 100% tariff on Brics nations if they try to replace dollar’. We are given “US President-elect Donald Trump has threatened to impose 100% tariffs on a bloc of nine nations if they were to create a rival currency to the US dollar. “The idea that the BRICS Countries are trying to move away from the Dollar while we stand by and watch is OVER,” Trump wrote on social media on Saturday.”Now we can shout high and low, but the simple setting is that this is merely the second setting on the line that the good times are over in the US and things are about to get a lot worse. The simplest setting to consider is that if these facts present themselves the first hurdle will crash the little economy that they have. Let me explain. If President elect Trump goes through with that. Stuff in a place called Walmart will become close to twice as expensive. This implies that Walmart will drop all goods from China and India. As such others will have to provide, which will turn out to be close to impossible. Consider that Walmart employs 2,100,000 people and as I see it close to 60% will be out of a job then. Walmart has a net income of 16 billion dollars. It comes from $648 billion dollars. Now all these Chinese and Indian goods would get a 100% Tarif. So what happens when all those goods get a 100% surcharge? The American administration will drown Walmart into oblivion. Add to that the Google issues and China will get near clean run on running the global economy. So why wouldn’t they push for a Yuan to become the new central currency? And in that process slam the American administration as well? I reckon that China is chomping at the bits to get started on that. With the hardships given to Google, Huawei gets a smashing option to take market shares from Google in Europe the Middle East and Asia. Apple will get hit, but not as much. Then we get the Walmart and its wannabe’s who rely on cheap goods from China and India and they will all pretty much lose whatever they had. When we see Walmarts closing all over America many will realise that the game for America is up. I did mention this danger for well over a decade. When you let the debt run out of control with no exit strategy there is no real solution coming. I saw that a mile away, so why didn’t these overpaid economists? Now we get the new AI bubble and soon people will realise that it is merely another gimmick. When the revenue stays away from the books, when these revenues get pushed back again and again the third step will be reached. So president elect can bully as much as they can, but the pole position was missed and whomever is in control have no solutions to offer other then austerity that goes beyond anything Wall Street could ever have predicted and the party is over now. Don’t worry the family members to Sam Walton and Bud Walton will be fine. They can relocate to a nice place where they can spend their money. The other 2.1 million are royally screwed. I will not blame any Walton. They played the economy game and they played it well, they have options. The bulk will not. And when the dollar is replaced, banks, retirement companies will as I suspect buckle as well. The impact of a $36,000,000,000,000 debt. The impact will go slow but it would be undeniable. As BRICS decides on another currency they will attract several other players and the European parties will consider the change and they will do what is in the best interest of their Euro, they will not care about the US dollar for one second. That is the reality that was pretty much spelled out half a decade ago. I get that America will try to do what is best for America, but that option was nulled when parties decided to break up Google. That was the first step towards the end. And now Huawei will be the best option for many players. So as the economic map will be redrawn, we will see a new horizon with India, China, United Arab Emirates and Saudi Arabia at the head of this new horizon. In that new map there is no longer a mention of America, the US dollar will remain a little while longer until all other nations have dumped trillions in dollar bonds. That will be the trigger that ends the world economy as it currently is. 

Have a great day today, tomorrow is the midweek and a mere three weeks until Christmas.

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December 2, 2024 · 23:35

The version of a word

There is a word, it connects to the BBC article (at https://www.bbc.com/news/articles/czeg2p3wjy1o) where we are treated to ‘Why so many games are failing right now – and why others are breakout hits’ the word in this is ‘game’ the definition is “an activity that one engages in for amusement or fun”. The problem is that most ‘game designers’ have no clue on games. The bulk of these ‘designers’ are setting the bar ridiculously low. Their version is to create some version that reflects a game and lace it with advertisements. You see 100K ‘customers’ implies that the designer gets 100K times a few cents. So that implies 100,000 times $0.04-$0.07 gives us $4000-$7000 per advertisement and take that 3 times then whomever downloads the game has handed their achievement towards the $7000. The world (Google, Apple et al) likes this, because they get their larger share of the cash, but that doesn’t make a game, it doesn’t even resemble a game. And mobiles and tablets are overgrown with that trash. In the years that I have seen these junk providers I have perhaps seen a dozen games at best and they are still around, the rest is easily forgotten. So the article gives us “There’s also evidence people have been spending less money on new games, choosing to stick with long-running online games like Fortnite or yearly franchises including Call of Duty and EA Sports FC. Despite that, more games than ever are getting released.” As such we see Fortnite, Call of Duty and EA sports. I like merely one of them, but these are all games. We don’t all like the same thing and as such the designers of an actual game get into a much larger predicament. 

I have met the greats Richard Garriott, Sid Meier and Peter Molyneux (and a few more). They have a different mindset and that shows. They created games that are close to timeless. Even now I could get my thrills from Ultimate 3-8, Alpha Centauri, Civilisation, Dungeon Keeper, Magic Carpet. These games let us enjoy actual gaming and they would still entice gamers today. That makes for a real game designer. There are more designers of course. As I personally see it game designer made Horizon Zero Dawn a game of near perfection. There are of course more designers. Yet as I see it, we are given “That’s not only affected premium releases – smaller studios, whose games tend to be more affordable, have also struggled to find an audience.

It’s often difficult to pinpoint why, but quality isn’t a guarantee of success.” In response I give you Hello Games, a smaller studio that game is all “No Man’s Sky”, they gave it to us in 2016 and is till debated, played and loved 8 years later. I do agree that quality is no guarantee of success. There have been these games going back to 1985. We had games like The Sentinel, Paradroid, Eye of the Beholder, Tower of Babel. The list goes on. Some become success, some do not. There is another cog in that wheel. In those days the press illuminated games that THEY liked, the game population was small. Now everyone calls themselves a gamer and that is where the plot thickens. It becomes about the advertisements and the fountain of replication. For example there are dozens of match 3 games and they all advertise. And as they all advertise to the same people the advertisers see their money bags fill up. That is not gaming. So now we get to another setting. We see it “As well as battling for player’s attention, new games are increasingly battling for their time. According to analytics firm Newzoo, annual series such as Call of Duty and online titles such as Fortnite took up 92% of gaming time, with just 8% remaining for new releases.” I have doubts about this data. I for one have never touched Fortnite and I know a few more people who did that. There will be an offset of course, like the platform in use. Tablet, Mobile, Consoles and PC/MAC. The final part I needed to look at is ““Factors like a strong IP, strong marketing campaign, community fostering, and timing can help, but the fact is that there is luck involved,” he says. Right place, right time is a big part of gaming’s surprise successes. “But gameplay matters, and innovation, so great games often stand out and find their market.”” I can agree in part with this. IP is essential, and in that setting the Horizon games stand out. A new IP is essential and Guerrilla has the goods. Still the IP was not enough. The first game gives us a storyline that is quite literally out of this world. And these two are essential to a success. Graphics snd sounds count, but without the first two graphics and sound don’t stand a chance. We can debate IP, but without it dozens will copy what you have or they will copy it as well. That sets your pool to a much smaller population. And as statistics go, consider that “14,000 games have been published on the platform this year, with 2024 already overtaking 2023’s tally” do you know what it takes to produce 14,000 games? It comes down to 39 games each day. Take the timeline and you get something unsustainable. A setting that Advertisers love, but do the gamers? And when you consider the number of games. It seems to me that the bulk of designers are set to appease advertisement funds. The red currency that dwindles on the gullibility of gamers and the BBC seemingly overlooked that small fact. They know statistics? They know the top-line of involved data? So why didn’t they see this? I know because I have been involved with games and gaming since 1985 and I have seen several iterations of gaming whilst taking the advertiser out of the loop. It is time for a better dimension of gaming and the BBC story merely confirms what I have known for several years. And in all this the BBC has been unaware of what they missed from the very beginning.

Have a lovely day.

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December 2, 2024 · 00:04

When it rains, it pours

That was the very first thought I had when I was confronted with the opinion piece in the Middle East Monitor (at https://www.middleeastmonitor.com/20241129-saudi-arabia-abandons-pursuit-of-us-defence-treaty-over-israel-stalemate/) where we see ‘Saudi Arabia abandons pursuit of US defence treaty over Israel stalemate’. I have said it before and I will say it again. The US needs to stop their stop gap resolution of “We can do this, if we can have….” That is a setting that is past tense. America needs to open all valves to get any revenue out of Saudi Arabia (and other nations there). Now that we see “Saudi Arabia is now pushing for a more modest military cooperation agreement, two Saudi and four Western officials told Reuters” the US needs to stop its appeasement trajectory. On the plus side China is pretty happy with that flawed approach from America. There is every chance that China will open the flood gates and let Saudi Arabia go nuts on the Chengdu J-20. 

Is this a given? Nope, but for others to see Saudi Arabia embracing the J-20 is the first sign that America is about to lose several contracts. Not all (it fits with the modest military cooperation agreement setting) I predicted a loss of 40% towards the US defense contracts and so far there are indications that 30 billion left American shores for Europe and China (unverified numbers). But the first stage has been reached. And the setting changes if this does happen. The American loans are set to a 90%-95% fulfilment of contracts and there are larger consideration that America will at best get 60%-65% restated for America. And it gets worse for the US, Saudi Arabia has stated to grow its national defense settings and if China makes that happen all whilst Antony Blinken remains in the appeasement setting, the losses will get worse. I speculate a lot worse, but I don’t have access to anything reliable for the numbers in that game. As such, I need to add the ‘speculation’ label as I haven’t been connected to defence parties for 42 years. 

We are also given “Crown Prince Mohammed Bin Salman has again made recognition of Israel conditional on it taking concrete steps to create a Palestinian State” I understand that setting, but I personally belief that this should be done after the eradication of Hamas. Saudi Arabia has been under attack through Iranian proxies for too long and as such the three terrorist organisations Hamas, Hezbollah and Houthi their eradication becomes a near essential. You want to doubt this? That’s fair but the essential setting becomes that Iran wants to stop the achievements of Neom (including Sindalah, the Line, Trojena, Oxagon and Magna). At some point One of these three parties will be added to the work roster of them and they will introduce small flaws, flaws that might not be noticed now, but in a year or two when things start to go wrong, the costs will enormous. An Iran will be quiet for a larger share of the table that is how it starts and Saudi Arabia is too far ahead now. If we want to protect the achievements of Saudi Arabia eradicating Hamas, Houthi and Hezbollah forces becomes the larger setting. All those weakhearted lefties will argue that these people are really sorry and should be forgiven. I say hell with that and eradicate them all. Or have you all forgotten how Saudi Arabia was on the verge of setting the larger stage to include Israel? Some will say that Hamas was brilliant and I say that this is the final straw setting the stage of eradication for these three puppets of Iran. And Iran knows that Israel is about to settle the attacks on the territory of Israel and that would escalate things even further. Now that will happen in two stages. In the first the attacks that Hezbollah will vie for and the threats from Iran takes it even further. The danger here is that Iran could ‘press’ Houthi forces further and that would force the hand of Saudi Arabia. In that stage China could proceed by handing Saudi Arabia a support setting of the Chengdu J-20 as well as the primary delivery of the speculated Xi’an H-20. I reckon that it is not completed yet, but they could hand 3 of these puppies to Saudi Arabia so that the Saudi Airforce could strike against the Houthi Forces. (I did say could, not will). Consider that these two planes would be readily sought by other Arabian nations (including Egypt, Jordan and Iraq) this is largely speculative, but it allows China to take more and more slices from American defence industries. And as this happens Iran needs to hide, because these choices would reduce the Houthi forces to next to nothing and at that point Iranian actions would fall flat and at that point Israel has options and Hamas should have none left. 

As such the Saudi war hammer will carve slices of Yemen to rubble. In all this there are two sides that matter. The first is that the west ignored that stages that China prepared for and now we see that Saudi Arabia has selected for “a more modest military cooperation agreement” with America, as scheduled the door opens for China to get more of towards America assigned spending. As I personally would speculate is that Saudi Arabia is now in a good place to negotiate and as Blinken seemingly trusted on “We can do this, if we can have….” We see that America endangered its position for defence spending. I believe that I am correct, but there are signs that it is based on a opinion piece. Not on reported facts.

What people need to realise is that this all started on October 7th 2023 when Hamas struck the Nova music festival massacre, overall 1,139 people were killed and 250 Israeli civilians and soldiers were taken as hostages to the Gaza Strip. That started this mess but the media is extremely willing to avoid certain matters. And now we see a larger setting Saudi Arabia is (as I personally see it) ready to find a new defence partner and spend billions with that new partner. 

So when some will call this a mild rain, consider that thought because those billions would have paid for the loans which could now fall short of payment for the next few years.

As such appeasement becomes deadening. America made a massive booboo as I see it. Have a fun day.

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December 1, 2024 · 06:26

When the media uses the media

Yesterday I saw a message that threw me (at first). The BBC gave us (at https://www.bbc.com/news/articles/c7747l84xp1o) and we are given ‘Hitman offered $71,000 for Canadian reporter’s assassination’. As I see it, it doesn’t matter who or where, but anyone paying more than $25K for shortening the life-wire of the reporter in question is over-inflating the problem. We are given “Convicted killer Frédérick Silva confessed to La Presse that he had offered the contract to anyone willing to carry out the hit on Daniel Renaud, who was covering his trial for three murders and an attempted murder in 2021.” The first thought I had was how people could fall for this. A convicted killer handing out the job to anyone for $71K? As I personally see it who is Frédérick Silva trying to escape from? Then we get “The “contract” was in place for roughly two months, but was never carried out, La Presse reported. Silva eventually cancelled the order, he said, because he had “more important issues to deal with”.” As I see it, when a person sets up a contract, it tends to be ‘fulfilled’ within a few days. So I am weirded out by a $71K contract that stays open for about 2 months and then withdrawn? The setting does not fit as some would say. Consider the premise of anyone in the lower security tier. Day one, scope where he lives, or where he frequents. Set the stage and set up a sniping position on day two. Wait for day 3-5 for the mark to show up and end his career (with a 7.62mm prop). In case of ‘dubio’ you could set it up in week 2 as well. So all the effort in two weeks explained and a convicted killer can’t do it and no one wants a $71K job? America with its problems and everyone in that setting passes up on a $71K job? And no one sees this? I had all these doubts, so I decided to take a look at the Canadian side of things and the CBC (at https://www.cbc.ca/news/canada/montreal/hit-man-wanted-to-kill-journalist-1.7397281) gave me ‘Notorious Quebec hit man wanted to have La Presse journalist killed for $100K’ with the byline “a threat recently made public revealed there could have been a third attempt three years ago, when a contract was put on the head of La Presse crime reporter Daniel Renaud. “I was shaken,” Renaud was quoted saying in La Presse. “I am always careful about what I write. For me, the best guarantee for my protection is my writing.”” I read two articles and the only thing dripping off the writing is ‘how considerate’ he pretended to be seen. You see, we get one additional thing. We are given “Quebec provincial police informed Renaud in the fall of 2022 that notorious hit man Frédérick Silva, whose trial Renaud covered the year before, had put out a $100,000 contract to have the journalist killed.” If that was true the journalist either had something no one has seen yet, or there is another personal setting. So when Radio Canada gives us “Frédérick Silva was arrested in 2019 after spending months in hiding. Three years later, he decided to become a police informant and was airlifted to a secure location from jail.” So he was in hiding for months? And decided to become a police informant? What a disgrace (to some). So consider that “notorious hit man” forks out a contract. I get it, that would be needed to create an alibi and if he was so notorious some would take the contract to gain favour and fame in certain circles. And it came with a $71K bonus? I have issues with this all and I am surprised that I might be the only one. It is not the person. I wonder if anyone outside of Canada knows Daniel Renaud? That is not an attack on Daniel Renaud, he might be very famous in Canada, perhaps even more famous in Quebec. But I (and many more) have never heard of him and that is fine in this world where there are more journalists than there are pools. If you add the self proclaimed journalists we get a pool of so many people that they can replace the population of a medium sized country. So when you realise these items in the equation. Consider what these articles were all about. About a failed attempt on a life where the slightly above average precision shooter could gain an easy $71K, or a reporter that has suddenly be pushed into the limelight. 

As I see it there are way to many debatable issues here for comfort. I will let you make up your own mind.

Have a great day.

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November 27, 2024 · 17:06

Saudi Fun craft

That is on the agenda. Most people are hauling what they can to see their name in COP29, but the others (or those who put their name down already) are trying to be seen as the anti-China voice in the middle east. Because that is what Trump wants, right?

That is the setting of the next wannabe, the next facilitator or the next service provider. Saudi Arabia, Aramco, the UAE and ADNOC’s next need, that is what their limited view states. I cannot agree. That was what the region needed, the next iteration however is as subtle as a maul to a shin.

You see, most are ‘reacting’ to ‘Better offer needed if the US wants to pull Saudi Arabia away from China’ (Amwaj media) or ‘Saudi Arabia seeks mining deals with Chinese, Indian and Canadian firms in industry push’ (AL-monitor). There are more headlines, but the cautious player notices that America (or USA) is in several instances no longer mentioned. That is the actual play. President  elect Trump has a problem. His library is not on the mind of those who need to have it on their minds and that is a plural issue. Microsoft might be ‘offering’ the world to the UAE in AI, but the critics who know a thing or two are skeptical. I cannot tell if there is a silence delay, or an actual disregard in play for the USA. You need to be in the know with China and a certain palace in Riyadh to know the actual setting. And in this Amwaj gives us “if Washington truly wants Riyadh to join the US camp, it should come up with a better offer—instead of a proposition with strings attached.” Funny that, I said something similar on March 11th 2020 in ‘Who is Miss Calculation?’ (At https://lawlordtobe.com/2020/03/11/who-is-miss-calculation/) the words are not the same, but the spirit was. As most would embrace Good business is where you find it, others went for Money talks, bullshit walks. So who was president then?

It does not matter, policies are always on a turntable, but the disc hits that direction 33 times a minute. Faster if you play a CD. No matter whose president when this matter resurfaces. China had a while to set his ducks in a row and he merely needs to watch the fallout whilst he takes shelter regarding the massive boink the Americas show when things turn sour.

America needs a positive hit and that implies being close friends with the Arabian allies UAE and Saudi Arabia. All whilst they know that they need to be friends with China as well. And that is a bitter pill to swallow for America. The tables turn even further as elemental deals (where America would have been the A-team for Arabia) we now see China, India and Canada taking slices of that pie as well. I send stern warnings in 2020 and now we see it happen. So consider that America had the biggest part of that pie until 2015, now we see that America (with $36,000,000,000,000 debt) ends up with a suspected mere 45% of that pie, 55% went into other directions. Add to that the deals Europe and Australia expects to make before Jan 1st 2025 and you see that Saudi Arabia is doing what it needs to do for its country. It might not look nice, but that is the reality of it all and I gave the people heads up for over 4 years. Now it all ‘looks like a crises’ that does not mean it is. It is merely a crises when you were unaware of it all and America was very aware. So seeks the sands with COP29 all whilst there are over 41000 flights each day and many are not needed. So how is that for “biologically formed organic matter”. Yes they will stop some of this all whilst a massive chunk of of these 41000 flight each day could be deleted. So where is COP29 now?

And it gets to be bad, or worse for America. The Tariff deal for Canada is seen as disastrous. But when it can deal with China and Saudi Arabia, what Canada loses on one side, it will gain more on the other side, America painted itself in a corner. And for the sweeter deal? It might be too late for that. China has gained about 15% of the pie that was meant for America, as such the bills will be pushed along forward and there is actual consideration that America would have to lease its land to others to make a shilling and it is not shillings that America needs. It needs a wheelbarrow of these coins. As I see it, America now has less than 4 turns until it can no longer make any moves. It wont be able to afford the entry fee to make a move. As such I personally believe that America has been playing the wrong game. They were playing chess whilst Chinese chess was needed. They never used the board optimal and now that they figured out the game, it is too late for that.

In my own view (optionally a wrong one), the friends of Trump are heading for the hills. They will not get away Scott free, but they will get away. The rest gets saddled with the biggest invoice in human history and they cannot foot the bill. And don’t think that this is not on you all. Your pensions are about to go the way of Lehman Brothers 2003. The loans that are still outgoing will be foreclosed by the banks foreclosing your banks and you end up having nothing to live upon. That too was blatantly obvious before the end of 2023. Now it matters to whom have the flexibility to make moves with whatever capital they have. Don’t rely on the stock markets. Have investments that are mobile, or optionally real estate. I feel certain that it will come to blows in 2025 when America shows that it has issues settling the bills they have. That is when panic goes global. And when you see this unfold those with a decent penny in Aramco and ADNOC will have a return on investment, the rest? Whatever of these rest players will be left alive in Q2 2025, because there is no reality that this will be true.

And when you ask how come? That would be fair and the answer wa staring you in the face. Country 1 gave payment to a debt of country 2 and Country 2 gave payment to a debt of country 1. So what is that called? And this had been going on for decades. I thought the barn was done away with when we learned of Silicon Valley Bank and First Republic going south on the debit line. However, the worst was dealt with. This time around it might be worse. The USA would need to call themselves bankrupt and the impact of that is beyond my ability to see, but I am willing to place a bet that China knows exactly what to do. You see, when this comes to pass China and others can vie for the 6,278,000 billion barrels a day it imports. It might be cheaper then getting their own oil, but that is where it is headed. India and China will try to get the largest chunk of it. As such Canada, Mexico, Saudi Arabia, Iraq and Colombia will need new customers and I reckon India and China will be chomping at the bits to get these slices of oil. It will impact global economy to a much larger extent. And that was merely the first part. Consider that Huawei is taking over another slice of technology and you have one country falling short on several fields, merely because they did not think things through. So wanna seen what happens when you owe a bank a massive amount of cash and you can only cover 60% of the monthly payments?

How long until this party is over?

Enjoy the day.

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November 25, 2024 · 18:22

Marketing sidestep

The day before yesterday I was given a mini-can of a Walovi tea as a trinket as well as a can of Walovi tea. The tea was slightly too sweet, but the taste was otherwise good. I liked it. I put the little knick knack on my keyring and that was it. Today I amended to the idea to make it a little more of a real device that people will like and put on their desk. A functioning thing that could be bought and people will pay for something that is good. Even if it costs a few dollars. 

Now consider it not merely a simple toy, but something functioning. Consider the following. The mini can is set with the following.

A battery so that wireless connections are possible it has a charge point at the bottom through USB-C and at the top

A switch looking like a soda can lid so you can switch the device off. When rotated on, there will be two connections. A SD card and a Micro SD card. Now you think that it is out there, but you would be wrong. I have looked and I cannot find anything like this and even as I set this as a Coca Cola can. It could just as easily be a Pepsi can. Bottle shaped like a soda brand or a beer can, the can could be a beer too and this would see a massive level of visibility. So why didn’t anyone grasp that option? There is enough out there to see the the futility of some marketing attempts. So why am I the one looking at this and are others not even close to this? Then there are the options. The battery and WiFi connector could be optional making it a simple SD card reader and none of those seem to be around either. So what are the marketing boffins doing? Why are they not ahead of me? I can think of Coca Cola, Pepsi Cola, Heineken, Vita Coco Company, Asahi Group Holdings, Anheuser-Busch InBev and no one with these billions of dollars thought of this? Perhaps they did and they rejected the idea. Yet nowadays, we have mobiles, laptops, netbooks, consoles and tablets. All relying on WiFi for connectivity. So what was keeping them?

Just a question to put out in the open. So have a wonderful day and don’t let creativity stop you from making a wild idea out in the open. Look at what is out there and see what could be in every living room and office for all to see. So what kept them in the first place?

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November 24, 2024 · 19:58

Bee, Bee, Bee, the Eye Pee

Yup, I am going off the simulated drive straight to the edge of what I consider wonky space (aka idea town). I have two reasons to do this. In the first there are a few indicators that LVMH is already on route to this and there is nothing more fun than to blow the surprise of the biggest baddest luxury brand on the planet, so that they know they are less ahead of the pack than they think they are. As for the second reason. It is always fun for a blogger to be able to say that I got there two years ahead of the rest and that is done by publishing the idea now and not when they want it to be published. Its al connected towards he said, she said and I merely show the published article to prove my point.

As such we get to the first hurdle. I was walking around in nowhere land and I got to mix what I designed two years ago after seeing malls impacted by COVID issues. At that point I designed a new technology for interacting retails and consumers. It was based on mobiles and glasses to give the people more. As such I had a thought today. To get you on board I need to take you on a mission of mercy (to protect your mind) to something that is 70 years old.

We get to so see two images, one red based (for the left eye) and one green based (for the right eye) these two images do not interfere, but with the glasses you get to see a 3D image of the image. One image for the left eye, the other for the right eye. Almost like a mono coloured view-master. We adapted the technology to use grey scaled glasses and that is how I saw Gravity in 3D in the IMAX theatre. A movie by Alfonso Cuarón with George the Nespresso man Clooney and Sandra Speedster Bullock. Gravity was the most impactful movie in my life and I still think of that movie has had the most impact on me. The technology employed that is, it was a great movie all around. You see, I thought of another ploy. The grey screen with glasses can give us an additional privacy filter. We have a mobile screen where we can filter what people see and only if you are directly facing the screen can you see the information. On an angle you can not. So this already exists, so what the beef? Well, I reckoned that a screen with ‘intelligence’ could interface with the grey glasses.

Now consider that the glasses could be given a setting that gives any wearer of these glasses individual privacy and in the second setting 3D capabilities. And with the interactions you get a new level of 3D interactions (and privacy) to new tablets (and mobiles). 

The main event
Yup, now we get to the main event. You see as I stated, I was there over 2 years ago and I wrote about it in ‘The mind it continues regardless’ on June 6th 2022 (and before that) where I saw a new application to augmented reality. Eaton Centre was the first application where I saw it, but it would be highly regarded in places like the Dubai centre. I also wrote ‘A Promise kept’ (at https://lawlordtobe.com/2023/04/05/a-promise-kept/) that is more up to date to this story. You see what people fail to see is that malls rely on engagement and these times (the COVID era) are bringing that need to the surface. As such I also I got to an idea that would offer a lot more to jewellers (see A promise kept). You see, there are two phases. The first is a QR code.

This code could be outside any jeweller, but in my view I saw the jewellers in Monaco and the millions of tourists they have to ‘appease’ to. As such I formed the idea that we would add the code to the image of a hand and the image of your hand (your finger) will be placed inside of the image of the ring you wanted and there we have an approximation of Deeper Machine Learning in use with a mobile and the retail industry. I worked out parts of it and I gather that LVMH has even gotten further with this. Well, you gotta admit that they are are being paid to work on it every day and I thought that android systems (iOS too) and by next week Huawei could implement this using HarmonyOS, this could have an interesting setting where everyone could have an image of an unaffordable ring on their finger, without LVHM endangering their stock and this would be an eye catching ability in Monaco to say the least. And this could be pushed even further when we consider the privacy shield with 3D capabilities and glasses. The Deeper Machine Learning options we now have could design an image from the 3D stage and the ring (as a QR code) and create a perfect fitting ring where a $26,500 ring might merely be owned by a few, but in this setting millions could see themselves graced with such a ring and when LVMH does this every quarter you get more than a return population, you create a global wave. And that is what I saw and now with the alternative idea we could see our hand graced (in 3D) with rings we could never image ever holding (I reckon that gets 98.3433% of the female population eager to try it).

Just my sneaky sneaky sense of humour. Because I wanted to state (for some kind of record) that I got there first, well kinda anyway. So all those people making claims, I have 3288 articles in my blog showing for over 10 years a few ideas that others dream of (or so I hope). It was a stage of innovation, which is why I can call Microsoft as the masters of mediocrity. I am ahead of them by miles.

You all have a great day, I am now 4 hours from Monday and perhaps another new idea.

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November 22, 2024 · 20:41

The end is nigh

Yup, it is. And not in a normal way. There is no demon sprouting on the land. You see Lucifer Morningstar has greed driven politicians doing his dirty work and what is more satisfying than any person digging his own grave? So how did this setting deploy? Well as the DoJ decided that there agenda matters most they are about to force Google its Chrome browser. (At https://www.itnews.com.au/news/google-must-sell-chrome-us-doj-argues-613298) We see “Google must sell its Chrome browser, share data and search results with rivals and take other measures – including possibly selling Android – to end its monopoly on online search, prosecutors argued to a judge” Its always the stupid and greedy that redefines the borders of hell. Anyway, whatever his ‘personal’ reasons are the game is literally afoot. In this instance whist that is considered Europe and the Middle East will select the dollars for donuts option and in this we need to consider the second cog in this wheel. It is given to us by Politico (at https://www.politico.eu/article/germany-china-huawei-ban-2029-5g-networks-government-greens-lawmaker-4g-strand/) which they gave us in July. There we are given ‘Germany goes soft on China, dragging out Huawei ban until 2029’ and this ban will be delayed again and again. Lets not forget that American anti-Chinese actions led to this. And no matter how we feel about it. The Americans NEVER gave ample evidence for any of it. So as one start to ferment the sentiments of how stupid this American administration is, Huawei will add to this. You see Huawei now has HarmonyOS and it has a few other arrows in its quiver. The larger setting for the internet of things was ignored for too long. And as Germany delays, so will France, Spain, Italy, Netherlands and the Nordic regions. Like domino stones they will tumble each other. All whilst this administration will find another person to take a metal briefcase to the European leaders like a pop star and we saw that before. So the evidence better be real this time around. Still that will take time and in the meantime we are given by Huawei Central (at https://www.huaweicentral.com/huawei-matepad-pro-13-2-2025-will-reshape-office-experience-ceo/) We are “shown” ‘Huawei MatePad Pro 13.2 2025 will reshape office experience: CEO’ and this is the larger setting. For when Google loses market share, in that same instance Microsoft loses market share as well. The Huawei MatePad Pro 13.2 2025 is now only 4 days away. With HarmonyOS it will be able to connect nearly all other devices. As we are shown that the “Multi-Window enables users to open several apps in split-screen mode for multitasking. One can also swipe an app inward from the left/right edge to bring up the Multi-Window dock. It’s a useful tool for office work, meetings, and more.” That is precisely why politicians should stay away from technology decisions. Basically they are too stupid to see the forest through the trees and in this instance there will be a massive jolt to Google, Microsoft and I reckon that Apple will also see a dip in revenue. Or as some will say “It sucks to be you” to the Attorney General. 

So am I right or am I wrong?
That remains to be seen, but as I see it, the demand for the Google ‘simplification’ will open the doors of HarmonyOS to Europe and for a much stronger setting to the Middle East. And with the uncertainty of the Google stage. Huawei and their data centres. The setting of Google will make a lot of people nervous and that works for Huawei. We were given last year “The launch of the Huawei Cloud Riyadh Region was announced at the Huawei Cloud Summit Saudi Arabia 2023. The new cloud region, located in an STC/Center3 data centre in Riyadh, offers three availability zones. It is the company’s first region in the Middle East.” How long will it take for the United Arab Emirates (UAE) to follow suit? And how happy do you think Microsoft will be to do their ‘AI’ work in a Huawei data centre? All this will come to pass (unless someone muzzles the AG). There is a setting to it all and one brick will stumble the next one and the next one. It is the result of the internet of things. And with the Huawei MatePad Pro there is more than just the connectivity. It will slow iPad sales and from there Microsoft will find themselves in more hot waters (some they did to themselves) and the UAE will demand that Microsoft will do its AI work wherever it needs to be and as such Microsoft will enable Huawei even more. All this because someone has anti-Google feelings. For 15 years Google found and created an innovative road. It is not up to the DoJ to reward stupidity to the competitors of Google. They forgot the basics and these settings will now work for China as well. 

And as we see that Politico gives us “Under the agreement, components manufactured by Huawei, China’s leading 5G equipment maker, are to be banned from sensitive core network infrastructure by the end of 2026, rather than by the end of 2025 as previously envisaged, as reported by POLITICO. When it comes to the radio access networks (RAN) such as antenna masts, Huawei components would have to be removed by the end of 2029 instead of the end of 2026. This is a satisfactory outcome for German operators, who were in the process of upgrading these networks anyway, thus limiting extra costs.” You see one thing, but I see that there is no real America by 2027, as such the ban becomes moot. Add to this the expansions that Saudi Arabia is making with the STC. The Saudi Telecom Company is already making waves in Egypt and now it seems Portugal as well all this enables Huawei more and more growth and as Google starts to falter the European politicians will try to divert whatever they can as to not be eaten by their ‘allies’. As the west falls to Huawei and the STC the more hardship America will face. It all started by attacking its own base and by attacking Google they basically drowned their own livestock and  from there the business opportunities they had. Funny for me, not so much for Microsoft who basically let it happen and now that the office suite is under attack (from next week) we will see all kinds of spin by one player on how hard it will be for the shifters. The overt setting was that (an oversimplified setting) the Department of Justice should have stayed out of matters. They hide behind ‘monopoly’ but that game states that all players are equal whilst that setting hasn’t been true for decades. The world had Adobe, Amazon, Apple, Google and Oracle. The others are spinning, making presumptuous presentations on whatever wasn’t real yet and now there will be a tap on the door. How will it end?

I honestly have no idea. The only thing I foresee is that with the breaking up of Google the end will be nigh for those relying on ‘scripted’ settings for the better things that it will bring. Because that just ain’t so. For things to become better true innovators are needed. And the bigger part of those are not in America. The 5 I mentioned has them, but when the For each of those China might have an alternative. Huawei could now replace Google (in part), Tencent with Huawei will be able to replace parts of Apple. As I see it only Oracle has a steady foundation and it all depends on the DoJ waking up what they are about to unleash and still if they do not Credibility towards Google will wane, that much the DoJ already achieved. I wonder if they realise what they are about to achieve. 

The world seems to become more and more Chinese oriented. Well, that is what this administration seemingly wanted.

Have fun with the fallout.

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November 21, 2024 · 15:27

Tweety and the mariposa

That is the setting. It is a small nod towards the Master and Margarita written by Mikhail Bulgakov. The story is set towards a professor named Woland (aka Lucifer Morningstar). There is more to this, but I will let you figure this out. Today I saw a CNN report (at https://edition.cnn.com/2024/10/02/business/elon-musk-twitter-x-fidelity/index.html) where we are given ‘Elon Musk’s X is worth nearly 80% less than when he bought it, Fidelity estimates’. Well I could have told you that as the report of October 2nd did. Actually I did on August 20th 2022 in the article ‘Is it intentional ignorance?’ (At https://lawlordtobe.com/2022/08/20/is-it-intentional-ignorance/). I came to the conclusion that Twitter was highly overvalued, a firm named Trollrensics had even more compelling data then I had. It was my view that Twitter was overvalued by at least 10-20 billion dollars. And we were given “Mr Musk is currently in dispute with Twitter, after trying to pull out of a deal to purchase the company for $44bn (£36.6bn).” There was nothing noble at my approach. I reckoned that if my data was accepted and proven validly that even a 1% commission of the saving would hand me $50,000,000 – $200,000,000, which makes for a lovely retirement parachute. Alas Elon Musk never responded to me (as far as I know Trollrensics never got a call either). This matter as we see now in October 2024 “That new estimate marks a 24% drop in value from what Fidelity estimated as of the end of July. And it represents a staggering decline of 79% from the $19.66 million that Fidelity estimated the shares were worth in October 2022 when Musk acquired Twitter. The new valuation from Fidelity implies that it believes X is now worth just $9.4 billion — a far cry from the $44 billion that Musk paid. Other investors could value X differently.” Some will shrug, some will smile and others will just think ‘whatever’. The issue becomes that we are given ““Musk clearly overpaid for this asset,” Dan Ives, managing director and senior equity analyst at Wedbush Securities, told CNN in an email. Ives said that he believes Twitter was really worth around $30 billion when Musk bought it, and today it’s worth closer to $15 billion. He said that while engagement on X is “strong,” ad pressure has persisted.” There are two elements here. One is the overpaying of the system, the other is that Elon Musk is no dummy. He had a larger setting from the start and as I see it, he got Saudi Prince Al Waleed bin Talal Al Saud to foot nearly 2 billion of that money. As I personally see it he is about to lose around 1.6 billion buy the end of the year. It is not just the devaluation of Twitter (and Advertisement loss). 

You see BlueSky is now at 21 million users and in the upcoming month it should increase rather dramatically. With the concerns given many will push their advertisement to BlueSky. And with that the decreased interest in Twitter (say: X) will grow, the value of that solution goes down more. In a stage where all wars are based on deception, there is every chance that the wool was pushed over the eyes of Elon Musk (a small speculation). And in this there is every chance that the investment by Prince Al Waleed bin Talal Al Saud and Kingdom Holding will turn up daisies by the end of the year. 

In the article we are also given “X had 73.5 million monthly active users on iOS and Android combined in the United States in August, according to Similarweb data shared with CNN. That represents a drop of nearly 11% year over year and a 20% decline from October 2022” which would be fair was it not for the stage that BlueSky is now life and that will drain a lot more traffic from Twitter (say: X) And that gives rise to the considerable chance that X will end up being a troll-farm nexus to the simple minded greedy. As such the Social media platform will rise from social media to a simple danger to national security in the simple form of form. You see, at this time Russian and Chinese troll-farms are having a go at X. However, should Bluesky get the larger setting of bouncing those, there would be a new stage. Because advertisers see no hail in marketing to empty accounts and that is what would most likely happen, as such advertisers will have to move to BlueSky, just for the hell of getting any engagement traction.

Since ‘Is it intentional ignorance?’ I have written close to a dozen articles on the setting. And now (recently) we see that I was right all along. Even without BlueSky I saw this evolve the way it is. So all these high paid analysts are only now showing their faces. So where were they when I already foresaw the events merely through fake accounts. Why were they not on their pages updating it all? Makes you think doesn’t it.

Have a great day and if you have no stock in X, rejoice. You are lucky to not have diminished your retirement capital by 80%.

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