Category Archives: Finance

August 16, 2023 · 18:03

Evolution is not merely the person

The setting started a few days ago, yet the new stage we are shown is merely hours old. Even as it seemingly started on August 12th with ‘Tapping an economy’ (at https://lawlordtobe.com/2023/08/12/tapping-an-economy/) the stage is getting redefined, almost as we speak. This is seen with ‘Saudi Arabia and UAE race to buy Nvidia chips to power AI ambitions’ (at https://www.afr.com/world/middle-east/saudi-arabia-and-uae-race-to-buy-nvidia-chips-to-power-ai-ambitions-20230815-p5dws6). I believe personally it is merely one of two sides. You see, we are given “Saudi Arabia and the United Arab Emirates are buying up thousands of the high-performance Nvidia chips crucial for building artificial intelligence software, joining a global AI arms race that is squeezing the supply of Silicon Valley’s hottest commodity.” But it is merely one side and this side is putting pressure on the US, it’s companies are running out of funs and their credit cards are reaching limits. These two players have the cash to run circles around dozens of nations and that is not the only place they are in an advantage. I will not go back to my IP (no mater how valid it is). The larger station is that these two players will need data centres and that is where EVROC (as discussed in the earlier article 4 days ago) has the ability to set up national data centres, a stage that takes American companies out of the loop. I am not anti-American, I am anti-stupid and the catering that data centres have given the US companies all whilst places like Cambridge Analytics opened up to is now starting to show. There is the added setting that nationally speaking these two players prefer to be set in, the stage is not merely based on national needs. I personally believe that they have a ‘non-American’ involvement mindset. And I reckon that evidence will be proven when EVROC is allowed these two new data centres as well. It puts the USA in a massively decreasing setting. Another (non-related) stage is added to this. Only a few hours ago Yahoo Finance (merely one source) is giving us (at https://finance.yahoo.com/news/dollar-being-dethroned-india-just-201500390.html) ‘India just bought 1M barrels of oil from the UAE using rupees instead of USD for the first time’, we can chalk this up to a whole set of reasons and if someone states that this will be the pro-forma setting of BRICS, I will not be able to support or oppose it. There is not enough data accessible to me. The larger stage is set that the US is being ignored for too man settings and that is merely in the last week. I do not care how many Pizza al Fungi’s Janet Yellen has consumed, or how magical that dinner was. The stage is that the US has become trivialised and a lot of it is by their own doing. So whilst some are staging to trivialise that India is not using the US dollar. The reality is that only 3 years ago that option would be ludicrous and here we see it play out. So is BRICS becoming more powerful, it the US becoming weaker and just how much gains will Saudi Arabia and the United Arab Emirates make in this year alone? EVROC is still a Swedish conundrum, but there are too many voices out there that are too anti-American voiced (which is not anti-stupid, my personal setting). I know I am seeing my own prophecies come to reality, but not in a way I envisioned. It could be that I never had the proper glasses to see it all, or it is because new elements are coming to bear and that second part is the larger stage I am now worried about. Not because of what the KSA and UAE are doing, but because of the US and its Trump and Karen setting, it is highly likely that it will drag the EU and Japan down with them. These latter two made the wrong calls a few times and now that the endgame (of the US) is starting to show, the back paddle actions of the EU (optionally towards China) might not be enough. I have no idea how this will play out for the Commonwealth. The stage of Canada with wildfires and 90% of the NWT being a goner looks more like a scene from ‘How it ends’ (2018) than reality, no matter how surreal both are. As such this stage will impact the rest of the Commonwealth. The UK is close to broke, and with Canada in the state it is in, the Commonwealth needs to find a safe place and footing and the US is less likely to be that place at present. It needs to find a solitary road to link to nations and that is the hard part. I have no idea what the safe route is, but I do feel certain that the US is no longer that part. I feel that finding a way to connect to the Middle East is presently safer than a link to China, but in reality I am speculating on what the safer route is. 

The setting we see now (the Nvidia AI chip) where we were given (at https://www.crn.com.au/news/ai-chips-could-save-future-data-centres-money-nvidia-599254)“Nvidia chief executive Jensen Huang has a mantra that he has uttered enough times that it almost became a joke during his SIGGRAPH 2023 keynote last week: “the more you buy, the more you save.”” Yet the setting is not merely ‘the more you save’ it is about to become who owns them and those who cannot afford them and now the KSA and UAE will have additional power positions. So consider “AI chips can save companies significant money on costs compared to traditional CPUs for what he views as the future: data centres, fuelled by demand for generative AI capabilities, relying on large language models (LLMs) to answer user queries and generate content for a wide range of applications” and a place like EVROC could set up two data centres all whilst these two nations provide the AI chips required, now we get an entirely new play and it will give these two nations the power to set a stage that excludes the US or their tech-firms. A stage none of them ever had before, as such do you still think I am boasting or creating non-sense? Too many sources had the elements available and the larger media ignored the puzzle pieces. So, is my puzzle correct? Not necessarily, but the pieces fit the image we have all seen before. This does not make the image correct, but it makes it decently likely and the more BS the American media spouts the less reliable it should be seen. This does not make China or the Middle East more reliable, but in the setting I currently see it makes the Middle East (KSA and UAE) a lot safer than the US has been the last few years and that counts, because that reinforces the image that Nvidia and EVROC are giving us, with optional speculations from yours truly (aka moi).

Your guess is as good as mine as to what comes next, but the larger fighting ring (a square setting) is about to show us who the contenders are and the amount of underdogs they face. Because no matter how much BS an underdogs brings to the table, in the ring it is what you can achieve and as I personally see it, the US, EU and Japan are starting to become the largest underdogs this century, which could be a stage pushed in by evolution.

Have fun today.

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August 15, 2023 · 19:04

When the marketshare is murder

That is the setting and at first I would not really believe it. It sounded correct, but to be honest. I did not think that a place like Microsoft would intentionally target victims, but then there was a second source, the Guardian no less and that’s hen the disgust set in.

You see we know advertisements, we know advertisers, but for a system like Xandr to intentionally target people with gambling problems is a new low, even for Microsoft. This is what the article (at https://www.theguardian.com/australia-news/2023/aug/15/tab-gamblers-betting-australia-targeted-microsoft-xandr-advertising-database) gives us. The article heads the accusation with ‘‘Heavy TAB gamblers’ among groups targeted by online advertising database’, there we are told “The dataset of 650,000 international “audience segments” was discovered on the website of Microsoft’s advertising technology platform Xandr by Wolfie Christl, a privacy researcher at Cracked Labs. It listed dozens of data providers looking to offer advertisers the ability to reach certain types of people online”, so not only does the law seem unable to deal with drug pushers, now they are enabling a place like Microsoft to hit the internet by ‘gamble pushing’ victims of this event. As such we get “Of the more than 40 categories identified as related to Australian gamblers, the majority were split into subsets related to gambling interest, sport interest or a particular venue: “Gambling at Pub / Club”, “Spring Carnival Punters” and “Online Gaming – NRL”, for example”. I think it gives a new meaning to the slogan “Long may we play”, perhaps it should be “long may we exploit the gamer”, even though gamer is a stretch, the fact that I have seen scores of these advertising on on Apple, my thought might not be too far away from the reality that people face. Then we go into the unknown with “Everything from our location to our purchase history are data points that can be packaged and used to serve advertising, often through the creation of profiles based on assumptions about our demographics or potential interests. But we know remarkably little about how the ecosystem works.” So not only were we served all kinds of BS against Facebook and Google Ads. These same BS servers have no idea what Microsoft with its Xandr is up to? How is that for slow minded investigations? 

Even the excuse was ‘outdated’ and moronic. What we get is “Microsoft said in a statement to Guardian Australia that the document was inadvertently published on its website and was outdated. The spokesperson said Xandr’s data privacy practices were regularly evaluated “to ensure compliance with applicable data protection laws”.” The words inadvertently and outdated are stop words into nothing. The fact that this data existed was wrong to begin with, they were going after a marketshare, the desperate (as I see Microsoft) are so hungry for revenue that they are willing to look the other way in too many cases. I believe it was 10 years ago when I wrote an article with data that Microsoft was uploading xbox data in excess of 20GB in a month. So, why was that? It was also on dates when I never touched a multiplayer game, I checked the data and the amounts and they did not add up. Was that to feed Xandr? Was that to feed other needs? So what would have happened when Microsoft got to complete the Activision Blizzard deal? How much data would Microsoft get access to? I wonder how many people took a hard look at that, because in March that was 368 million gamers and all that data would be going somewhere, would it not? It might be nice for Activision, but I have some hardcore reservations when Microsoft gets involved. And now that we see the accusations by the Guardian, the show changes. The fact that Microsoft would allow to hammer the people with a weakness to gambling makes me wonder how they are getting the other $198.3 billion in 2022 with 6.8% more in 2023. So how many victims did Microsoft approach? All questions, but there is a downside there, the questions should not even exist and that it the disgusting part of this setting. Until today I never thought Microsoft could sink that low, but there is space to think they could do worse and that is an unsettling stage. So where are these high and mighty senators now? They were all willing to grill Facebook and its founder Mark Zuckerberg. Where are they now? Does Satya Nadella have too many friends in the senate? Is that why they think they could avoid this? Inadvertently is not an excuse, outdated is no excuse, that dataset should never have existed in the first place and that is now the larger question. Why was that dataset created in the first place. One source gives us “Xandr is used by 0.8% of all the websites whose advertising network we know”, yet what we need to realise that there are (according to some) 1,986,154,062 websites, even at 0.4% that amounts to 7944616 websites and if even one of them is Yahoo or any media site, the damage gets to be astronomical. But I reckon those senators will gladly pass over those numbers, won’t they?

We get it, advertisements are part of our daily life, but what happens when victims are intentionally targeted on their soft spots? Did you think that through?

Enjoy the week and remember the next gambling advertisement could be a mere click away if you are being targeted by Xandr.

 

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August 14, 2023 · 20:00

What is worse then stupid?

That is how I first reacted. We remember Forest Gump (Stupid is as stupid does), but this is worse. As such the CBC gives us (at https://www.cbc.ca/news/politics/poilievre-world-economic-forum-rhetoric-1.6935294) the article ‘Poilievre’s Conservative Party embracing language of mainstream conspiracy theories’. It is there that we see “Conservative Leader Pierre Poilievre has been hitting the summer barbecue circuit with ramped-up rhetoric around debunked claims that the World Economic Forum is attempting to impose its agenda on sovereign governments” with the added “Poilievre has promised that none of his ministers will attend the international organisation’s conferences, including the annual meeting typically held in Davos, Switzerland” Now, any person and any government is allowed to do what it legally wants to do, but it is at this point the Canadians need to be thankful that it has Justin Trudeau making sense of a global mess. You see, before you join the stupid group, you have to know and realist WHAT the World Economic Forum is about. The organisation (a https://www.weforum.org/about/world-economic-forum) gives us “The Forum engages the foremost political, business, cultural and other leaders of society to shape global, regional and industry agendas”, in addition it is important to notice of “Moral and intellectual integrity is at the heart of everything it does”, leave it to a man like Pierre Poilievre to throw morality out of the window. So this is the setting, now consider that this is a place where political and industrial leaders have a sort-of non official place where they could mix mingle and see what is possible. Now, I will be the first to accept that these industrial leaders are in it for the $$$$$, they are there to see what options are there. So at what point in time, in what universe, with what economic scales it makes sense to give the people “The Conservative Party also recently sent out mailers with a poll asking people to tell Prime Minister Justin Trudeau who they think the prime minister should stand with: working Canadians or the World Economic Forum”. The clear setting is that people like Justin Trudeau are there to make sure that there is a decent future for Canada and Canadians. Will it all be smooth and will it all be great? I doubt it, give me an industrial leader and I will show you a person who is eager to please his shareholders and himself (and his board of directors), but this is in a stage where people like Trudeau can find options for places like New Brunswick and Nova Scotia as well. If there are 250 industry leaders there, there will be well over 225 who have no clue where these two places are and they have no idea that they represent 1.8 million people, many of them hoping for a long term job. Not everything has to go to British Columbia, Ontario or Quebec. And people like Justin Trudeau (optionally with an assist by Chrystia Freeland) can make these people aware of those options. I reckon that people like Pierre Poilievre will be all about helping ‘THEIR’ friends, so who does that help? There is a larger stage, the fact that this early in any elections that we see that people like Pierre Poilievre is embracing conspiracy theories and conspiracy theorists is an alarming one. So Canadians better be aware that when things go wrong, people like Pierre Poilievre are most likely to hide behind spin stories and hide where ever they can until the dust settles and after that they will find the piggy in the middle to blame. Who will that serve? In this day and age, especially whilst the US is about to become a third world nation with its $31,000,000,000,000 plus debt. When that happens Canada will be in direct trouble, 250 million people seeking a ‘new’ home will come knocking on Canada’s door. There’s a conspiracy to see coming right at you at 500Km/H (I respected the metric system here). 

The fact that CBC was told that Poilievre did not agree to an interview on the matter. Is even more concern on the matter. My issue is that there are stupid people everywhere (even in Canada) so I have no idea how they can influence Canadian politics, but there is some chance, or CBC might not have written about it. On the plus side, Canada can take an example from Australia. We took care of the Karen’s in our society. We have games where the losers might not survive. The track event is started and around 10 seconds after that we release 4-6 dingo’s. The losers will be eaten. Result? Dingo’s not hungry and most Karens taken care of. Except the 2019 event. There we had 9 contestant and someone released 8 dingo’s. So I was gobbling up the popcorn thinking ‘This is great TV’. So there was the one winner and he was walking to closely to the water and a salty (salt water crocodile) got his ass. One year with no winners. Sad but still good entertainment. The problem is that conspiracies can be given in entertainment, but when it is seriously based it becomes a problem. Although in even in entertainment, when that sarcasm backfires it becomes irony, so take heed when employing that solution.

As such I wonder what is worse then stupid. Neither I or Forest Gump have any clue where to look. Yet we should all keep out eyes open for that problem and tag it when you see it. 

Enjoy the day.

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August 13, 2023 · 20:56

Discrimination Legislation of America

This is not new and I have talked about it before (some time ago). This all started with a Tweet, not the most academic source, but it gave me somewhere to start.

Then I went out and looked for something more reliable and Forbes handed me (at https://www.forbes.com/sites/alangassman/2023/04/07/bidens-war-on-billionaires/) a story from April. 

The setting given is ‘Biden’s War On Billionaires’ (at https://www.forbes.com/sites/alangassman/2023/04/07/bidens-war-on-billionaires/) it is there we see “All American earners are subject to federal income taxes, but not everyone is subject to the same tax rate. While middle-class Americans pay, on average, roughly 14% in federal taxes annually, the wealthiest American families frequently use loopholes to avoid paying these tax rates.” This is one point of you and it is not an invalid one. Yet, in black letter law the US has tax laws. The law is what nations rely on and I agree it is not a fair one, but guess what. This is the fault of the US Congress and the US Senate. I have been talking about fair taxation for over 10 years. But the law is the law and there is an additional setting, the reason why people focus on Jeff Bezos, this is merely a first step. You see, that 20% will do nothing, America is in too deep, it is a sinking ship and the only thing these political people want to do is step out, so they can say not was not on their watch. It is too late for that. You see when that first law is passed, they might get a chunk of Bezos, but they will also get a chunk of Marc Zuckerberg, Elon Musk, Marc Benioff, Larry Ellison and that list goes on. My issue is that this is discrimination, Ageism (age discrimination), economic discrimination is also discrimination. So they are going after the real innovators, real inventors and what America wants is not their money, it is their IP, or at least part of it and co-controlling it. You really want all these systems to be co-owned by the USA? Whatever freedom you thought you had would be gone. The US has been playing stupid since the Clinton Administration, it was the last time that the US had green numbers, since then the allotted a debt surpassing $31,000,000,000,000 dollars. The US is broke and they are now in it to delay for whatever time they can. The USA has become a sinking ship, they are patching holes by cutting pieces out of the same leaking hull, it never ends well. I have pleaded for tax law overhauls for well over a decade. I noticed the slippery slope close to 25 years ago and it impacts the EU and Japan as well. China is growing, China is becoming the next power player in its lonesome position. BRICS is becoming an inner circle with China in the lead position, the moment it sheds Russia, their geese will be count as well. BRICS went from the elite of 5, to a group with 40 nations interested, the lead of the US is gone. No one follows the broke person who can no longer feed itself and with the the Kingdom of Saudi Arabia and United Arab Emirates added to the BRICS group the US has very little left, so now they are setting the stage to go after the billionaires and whatever more they can get. Yet in all this the numbers of what Apple (Amazon, Facebook, Google and Microsoft too) paid in taxation. That would have ben the fair setting, but no one is really digging into this, are they? Fair taxation starts with the corporations that was the first step and that has been overdue for decades, the loopholes had to be dealt with and that never was, that is the real story. Jeff Bezos et al used the legal options like tax lawyers to avoid paying more taxation than was required. Tax avoidance means “the use of legal methods to minimise the amount of income tax owed by an individual or a business”, which is perfectly legal, tax evasion is not legally stated and a crime. This is the stage that brings in the players like PwC, they are one of the leading experts in tax avoidance, this is why a tax overhaul had been essential for about 25 years and now it is too late. The us has its opponents knocking on their gates (BRICS and their members). So we get another populist call for taxing the rich, but it is the tax system and IRS who needed to clean their houses, they never did. I am no friend of Jeff Bezos, I do not think I ever was but that man took an online bookshop and turned it into something huge, then he went against the biggest tech company of all and created an equal if not a better version with his Amazon Luna (against the Google Stadia) which made Google leave the field (leaving billions on the floor), it almost destroyed Microsoft with its Azure through Amazon AWS. Two clear wins by (an online) bookshop. That is what Jeff Bezos did. You have to respect that and the others made their own innovative futures. Now the US wants to go after these innovator? So what happens to the US when these places resettle in BRICS territory? Good luck with that idea. So consider the Discrimination Legislation of America, the DLA, which by pure coincidence (LOL) also means Disability Living Allowance. The pay setting that most Americans are about to get towards to. Consider that the DLA ranges from around $1,000 – $5,000 depending on the member’s pay grade and dependency status. You can normally only receive DLA once each fiscal year. So a maximum of $5000 a year to make ends meet. Where in America can you live of that? I am not certain there is any place that will make America liveable and when the larger corporations leave that will be close to all that is left, until the money is gone. That is the future and I tried to warn you all, not to bite the hand that was feeding the US (Saudi Arabia) and when the tech players leave billions on the floor, why is that? I will let you decide.

Weekend is entering the last hours of the day, it is at the end of Sunday in the East (New Zealand) and at its start in Western Canada, enjoy.

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August 12, 2023 · 22:39

How on earth?

This was my first thought that went through my mind. It came from the BBC and I was reading this in a decent degree of unknowing. The title ‘China property giant Country Garden warns of up to $7.6bn loss’ (at https://www.bbc.com/news/business-66470170) where we see “Country Garden, which is one of China’s biggest property developers, has warned that it could see a loss of up to $7.6bn (£6bn) for the first six months of the year” and I am quite frankly at a loss. You see, a developer gets (read: buys) a piece of land, he places a building on it and sells this place(s) and in the end there is a profit, it might not always be a great profit, but a profit nonetheless. So when I see a loss of $7.6bn, the math in my head goes that at $250K it sets the stage for 30,400 houses and if a place costs 1.5 million we see the bungling of 5,065 places. Now it is not that simple. I get that, but the idea that someone set a stage where 30,400 houses are sold for $0 is equally laughable, implying that the problem is a lot larger than we can see. We saw it in the UK with Carillion, we saw a few examples and they all wanted ALL the profit and as such they did it all, all the elements of construction and all elements of the service. That never works, the moment a short cut is made, people start filling to holes and creating more holes in the process. 

Then there is the larger financial impact. How does a company like Country Garden has any setting that allows for that kind of a loss in the first 6 months? Even as the article gives us “The expected loss compares to a $265m profit for the same time last year. The firm also said it has set up a special task force, headed by its chairman Yang Huiyan, to find ways to turn the business around”, I reckon it might be close to ‘too late’, which is seen with “rating agency Moody’s downgraded the company’s rating, citing “heightened liquidity and refinancing risks”” and don’t expect me to give explanations. I have none. I have a few speculation, the first we saw in the beginning. But there was also the 2021 event when 15 buildings were demolished all in one go (at https://www.youtube.com/watch?v=Om6b0_ffyFQ), I cannot tell you the reason, I merely saw the YouTube on USA Today, and we get that one building needs to go at times (still sloppy), but 15 buildings? Now consider those costs and I am certain that those building in total would not have surpassed $2 billion. So now consider that one developer has well over 300% of those losses. Something does not add up and I cannot tell you what it is. In the first I do not have an economics degree, I have engineering, IT and Law degrees and I am still grasping for nothing at this time. The speculation I made earlier makes the most sense of stupidity. Yet it was speculation, so I could be wrong. As such, in an age in China where there are no jobs, there is a housing shortage and there are a few more issues. The 15 building demolition raises questions, the loss by Country Garden gives even more question marks. The Financial Times gives us “Nine months later, it is dangerously short of cash. The company expects to have lost Rmb45bn-Rmb55bn in the first half of the year and is confronting what it calls “the biggest difficulties” in its history.” (At https://www.ft.com/content/c266f377-33dc-4cf6-89a1-b62998896027) and it is not the first time. Evergrande in 2021 has a massive default and it seems to me that all these firms ‘doing it all’ are imploding. Is it a mere setting of idle time? Me and idle time go way back, all the way to the early 90’s and it is not the first time that idle time is overlooked or seen as a linear event, which it is not. It does not explain these billions of loss, it really does not but to see this in China implies that there is a lot more going on than we are able to see and that is never a good thing.

Enjoy the weekend.

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August 12, 2023 · 05:36

Tapping an economy

This happens, some other (or new) player sets the stage where they can become a major player. This is a rare case but it can happen and now I seem to be witness to one that could end up being a much larger stage than I ever expected. The BBC (at https://www.bbc.co.uk/news/business-66310714) gives us ‘Why it matters where your data is stored’. The article is all about the cloud, yet this article gave me parts that brought out questions that allowed the consideration that the new player could in a short time frame become a major player. Yet to see this, we need to look at the parts.

Part 1
The first question is coming from ““The American authorities have the right to go in and see any data that is stored in an American cloud, even if the data centre is in Europe,” Mr Åström says.” That was a selling point for American firms and with the IP in data centres the Europeans will become concerned. The American credit score is dwindling down as such they will become more and more concerned with THEIR value, a view Europeans will not share, or will be willing to chance sacrificing asI see it.

Part 2
Then we get to “it’s big enough to rival the major US cloud providers: Amazon Web Services (AWS), Microsoft and Google. They have a 65% share of the world cloud market between them, according to Synergy Research Group”, here I miss the IBM and Apple clouds. Apple is a different issue, they have a niche market and they are optionally decently safe from what is coming. IBM is different, they have been on the corporate data shoe forever, so why is IBM avoided? The numbers give me “IBM Hybrid Cloud has market share of 1.88% in infrastructure-as-a-service market. IBM Hybrid Cloud competes with 71 competitor tools in infrastructure-as-a-service category.” Perhaps they are ‘too small’, time will tell but that doesn’t matter. With this setting Evroc has the momentum to become a major player, perhaps slightly below AWS, but to go from a wannabe to a player next to AWS, possibly surpassing Microsoft is not done lightly and as far as I could tell has never been done before. But that is not the worst of it (for Amazon and Microsoft). You see the EU is larger in population, as such more services are needed there, but this could flow over into Canada (as it is a Commonwealth nation) then the larger concern (for Amazon et al) will be the Middle East. I reckon that both Saudi Arabia and the UAE might want to be separated more strongly from American firms. If I were China, I would be pushing that button too. As such Evroc as localisation bubbles could grow even further. 

Part 3
“Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” As I see it, should they decide to add two more clouds (KSA and UAE) they could tap into a few massive organisations and that should make the US a lot more bothered than they ever considered. I had issues with ‘data sharing’ in the late 90’s but I was laughed at, I was overly BS howled at. Well, it seems that I was right all along and now that the US needs its corporations to do well, Evroc comes in and takes away even more. I never saw this coming, yet as I see it Mattias Åström played his cards well and at the right moment. There is no telling how far this goes, yet the idea that (based on the numbers) “Microsoft increased its share from 23%, up from 21% the prior quarter, while Amazon fell from 34% to 33% and Google remained steady at 11%.” Evroc could grow by taking 20% of the others, we get 18% Microsoft, 26% Amazon and 8% Google, Evroc could grow by 12% (optionally towards 20%+) almost overnight (if a night lasts 7 years) That puts them ahead of Google and Microsoft making them a new major player. That is beside the damage they could do in the Middle East. With Aramco, SAMA, Al Rajhi banking, SABIC, STC, MA’ADEN, International Holding Company (IHC), ADNOC, Emaar Properties and a few more more. You might think this is all fun and games, but it is about to get worse.

Part 4
This part was not in the article and that is not on the BBC. You see I have looked in this direction before. In 2020 I wrote ‘Institutionalised Positioning’ (at https://lawlordtobe.com/2020/11/02/institutionalised-positioning/) where we see ‘Microsoft Security Shocker As 250 Million Customer Records Exposed Online’ (source: Forbes), and add to that the recent forged key issue, an issue that the NSA warned them for 3 years ago, we see a much larger stage. A stage where Microsoft is bleeding faith, the faith the customers had in them is dwindling down, as such Evroc could take away a much larger part of that blue joke. As such Microsoft could face a much larger loss. It would be nice to state that Amazon loses less, but certain other parts might not make that realistic. The only player optionally not losing any is Apple. Their largest base are iPhone users with subscriptions. 

These 4 parts show that Evroc is the new player to watch. If that is the case they will need staff all over the world. Even I would like to work for a new player and that is the second danger that they (mostly Microsoft) faces. If Amazon and Microsoft only lose 5% of their cloud workforce they both face shortages all over, and this is in a place where you need all hands on deck. This last part is hugely speculative, but with 8 new centres coming and optionally 2-5 more in the middle east Evroc is set to grow beyond the assessments of analysts. As such Mattias Åström and its new Evroc could be a force to be reckoned with and as such bring massive cash coffers into the EU and towards the Middle East as well and all that revenue goes out of the US and that is a loss the US was not ready for.

Enjoy the weekend 

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August 11, 2023 · 08:43

Dee Jay Eye

Yup that is the saying. It is written DJI and would you believe it, it means Dopey Justice Investigations. Of course in this case we have to go to that place that Europeans regard as the land west of the Atlantic River, the Asians and Australians see it as land east of the Pacific river and we all agree that it is south of Canada. It is known as the USA. The BBC gave me 22 hours ago ‘Boy, 6, boasted about shooting Virginia teacher Abigail Zwerner’ (at https://www.bbc.co.uk/news/world-us-canada-66451768), it is there we see “The boy’s mother, however, Deja Taylor, has been charged with felony child neglect and misdemeanour recklessly leaving a loaded firearm as to endanger a child. In June, she was also charged with unlawfully using a controlled substance while in possession of a firearm and making a false statement during the purchase of a firearm.” This all sounds nice, but when you consider that in January I wrote in ‘Little Shits’ (at https://wp.me/p1RftY-2mn) “So far NO report shows that the parents were arrested, or interrogated over the case. If that is the stage, the US has earned the right to see many more shootings in schools until they fix this mess”, as well as “So what part do the parents play? Well, as I see it the mindset tends to come from parents, not peer pressure, not at that age. But no one is looking at the parents, why not?”, as such I got to this setting MONTHS before the American authorities got there and the evidence is clear, the media had nothing. And you wonder why nothing gets to be resolved during mass shootings? Well here you have the evidence. As such as we are given “His teacher, Abigail “Abby” Zwerner – who survived – filed a $40m (£31.4m) lawsuit earlier this year.” I personally believe that Abigail should have (at least) doubled her claim, with incompetence seen to this degree there is a fair case that her life was trivialised to a much larger extent. I get that the boy was not charged, the rule of Doli Incapax is pretty much all over the common law nations and this means that you cannot be seen as responsible as a 6 year old. I mentioned that in the first article on this event, but how the kid got the firearm as well as the parents (I did not know the household setting there) were not. And now 7 months and three days later we see this play out as being the correct path. Yes, we saw the reference to June, but the media was not all over that, were they? So when we now see “While being restrained after the shooting at a Virginia school, the boy is said to have admitted “I did it”, adding “I got my mom’s gun last night”.” Consider looking back to the media covering in those days, none of them mentions that small part, did they? Why not? Especially the small part of “the boy is said to have admitted”, why was that omitted from the media coverage? The fact that he got his mom’s gun last night is a pretty clear indication to arrest the mother at that moment. The unsafe handling of a firearm leaving it open for a child to get is pretty indicative of the blunders made in this case. To Abigail Zwerner, the 25 year old teacher I say “I hope you get well over 300% of what you ask for”, the media, the authorities and the school all trivialised your life for what? Political points? Business points? There should be a price for that and after that, use that money to retire to a nice happy safe place and enjoy your early retirement, you definitely earned it.

I think that it is time for the dopey justice system of America to wake up and see the mess you are at present making, I have said well over a year ago that upgrading the ATF and giving it actual teeth would be essential in cleaning this mess up and again I am proven correct. 

As I see it, there is no fault at present to its director Steven Michael Dettelbach, but I do believe that he has his work cut out for him and I reckon that keeping scores of whoever block essential needs for the ATF will be required soon enough. You see, 1.5 billion does not go far, not when you have 5,285 people trying to sort the gun mess out. Some might see the mention of “The ATF has received criticism over the Ruby Ridge controversy, the Waco siege controversy and others.” Yet no one is mentioning a story from 2022 “Missing weapons, false records: Franklin Gun Shop owners plead guilty to federal charges”, the Tennessean gave us that one (at https://www.tennessean.com/story/news/crime/2022/11/23/franklin-gun-shop-owners-plead-guilty-over-missing-weapons-false-records/69671186007/) there is a larger stage that gun shops are falling short, and it could have been prevented years ago by giving the ATF teeth and a real budget. There is also a larger stage of automated systems to see where the history of guns are at and I am referring to the NBC article (at https://www.nbcnews.com/news/s-just-insanity-atf-now-needs-2-weeks-perform-routine-gun-trace-rcna39606) where we see ‘‘It’s just insanity’: ATF now needs 2 weeks to perform a routine gun trace’ with the by-line “Boxes of paper records fill nearly every corridor of the ATF’s National Tracing Center, where agents are struggling to keep up with surging requests from local police.” Red tape might be stated to be the source, but I see this as the failing of a justice system. We might take notice of “A 2023 report published in JAMA covering 2014 to 2022, found there had been 4011 mass shootings in the US”, with over 4000 mass shootings in almost 10 years we come to the generic 400 mass shootings a year and you don’t think that the ATF needs an upgrade in IT systems and other materials? Don’t make me laugh, this is beyond dopey and you better realise it. For the American parents it is easy. 400 mass shootings a year comes down to almost 8 a week. So how long will you roll the dice until it is YOUR child you get to bury? It is simple (yet somewhat deceptive) statistics, but feel free to blame the people who are almost certain no part in that play and ignore those who could make a difference because that would be the US Senate and US congress. Did you think that ‘Red tape’ or the ATF was to blame. Someone pushed for that ‘Red tape’ and it is time to wake up and see what causes your children to die. I can assure you it is not the maker of the gun, it is the lawmakers that enable to hobble the ATF. And that gives us the Senate and Congress. And when exactly did either call out to enforce the ATF with the equipment and budget to give the Americans a safer place to live? I am willing to wager you cannot really find that part of the equation. Why not?

Weekend is soon upon us, so enjoy the day and go shopping for a bulletproof vest for your child, you might need one soon.

 

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August 7, 2023 · 23:42

Is it new, or merely more?

This all started a day ago when a tweet passed me by. 

This seems nothing new, I have heard issues like this and I have listened to them. Yet something about this nagged me and I had another look. The link gave me some of the bits (at https://www.law.com/2023/08/02/real-time-litigation-salesforce-hit-with-whistleblower-retaliation-suit-as-former-vp-accuses-it-of-lying-about-genies-capabilities) yet I started to look further. I found a few articles regarding sex trafficking, and I might look into that part, but when I started to dig into “Salesforce Genie court” only two links appeared. This one and a French one and now I have a few questions. The first few are how is the media ignoring this? How come there is only one story? The rest I will leave for later. 

So I went into the article and the start is a good beginning, which is “Salesforce was hit with a lawsuit by its former vice president of product management over whistleblower retaliation allegations after he raised concerns regarding the company’s alleged plan to falsely inform the public that its customer data platform “Genie” operates in real time.” Now first there is an issue (there always is). Salespeople tend to emboss issues (possibly to hide certain short comings). And that text is reinforced with “Publicly claiming that the CDP operated in “real time” could be violations of several federal laws relating to fraud against shareholders, as well as some rules and regulations of the U.S. Securities and Exchange Commission, the plaintiff believed.” Now the issue I have is that the claims do not show to have a recording of these events. This is important because if the salesperson (or presenter) stated “almost like real-time” it becomes subjective and a personal interpretation. Just like some salespeople make claims with “my personal view” because in other cases they tend to show things. I know very little about genie, but certain parts of missing evidence leaves me with questions. In addition to that the end of the article states “NOT FOR REPRINT” which I regard to be another media mess. These two elements give me pause to just accept some story and made me look deeper. Yet over the past month we have 2 articles? The fact that Salesforce gets a court mention at all is pretty rare, so I would have expected the media to be all over this. With its HQ in San Francisco and the primary owner being Marc Benioff. I would have expected the LA Times, the SF Chronicle and a few others (USA Today, Wall Street Journal) to pick something like this up, they did not. It leaves me puzzled. I found a lot more on Karl Wirth, but not regarding this case. So what is up?

It is a genuine question because I need to accept that some cases are optionally flimsy, even though the article gives me “A July 28 complaint filed in the U.S. District Court for the District of Massachusetts by Hartley Michon Robb Hannon on behalf of Karl Wirth” and this links to a complaint which I will add at the end. The complain has a lot more, but this is merely a legal brief, as such it is tainted towards one side and I wonder what the other side will do. 

Still, it is cool in a way, because players like Salesforce tend to have a clean look, as such another view tends to be nice and of course there was the option to dig into a player I know little of, so I had a bit of a blank slate. No matter how you slice it, the fact that a company is worth over $205,000,000,000 and no one is looking at a court case is reason for consideration, which is pretty much the number one reason why I decided to take a look.

Enjoy the week. 

salesforce_complaintDownload

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August 4, 2023 · 08:56

Three voices

I have ‘complained’ about the media before and this time I come with an example. Weirdly enough none of them are doing anything wrong, but when you see the example you might wonder what the fuzz is about. As I see it is more than merely one stating the bottle is half full and the other stating the bottle is half empty. But I will let you decide. I got there because I am investigating a setting that is approaching maturity and I want my share. Google walked way from well over 5 billion a year and Amazon is leaving it on the floor. Both are entitled to do so, yet now Tencent Technologies is coming and there is every chance that they will not pay me a dime. I am not willing to hand it to Amazon with Andy Jassy stating ‘Thank You’ and pocketing all that revenue for himself. I am not THAT nice. As such I am in a state of worry and the battle arena seems to be Dubai. Amazon has options if it is forced to break up. I think its setting will be stronger if a layer like the Kingdom Holding Company would champion the stage, especially with someone like Al Waleed bin Talal Al Saud overlooking the stage. A setting that brings benefits but might not be essential. I do believe that a strong setting could be presented from Dubai, it is a personal feeling. So at times I look at the UAE and that is where the three voices got hold of me. So lets begin.

Voice One: Arab News
Here we see (at https://www.arabnews.com/node/2348896/business-economy) ‘UAE’s non-oil economy remains strong in July as PMI stands at 56’ this is good, someway. I like to think that it will be better soon enough, but the Arab News gives us “According to the seasonally adjusted S&P Global UAE Purchasing Managers’ Index, the country’s PMI stood at 56 in July compared to 56.9 in June. This still indicates a positive trend as any readings above 50 are considered a growth in economic activities, while figures below 50 show contraction.” Overall a strong message, there is a little fallback, but the story gives us that is still in the growth margin. The message has the added “Higher business activities were driven by an upturn in new orders, which continued to be boosted by strong customer demand and improving market conditions, the report stated, citing survey panelists. However, it noted that growth eased since June as several firms faced greater competition which dampened sales in the process.” OK, greater competition is a little vague, but that is fine a positive approach to a story.

Voice Two: Khaleej Times
Then we get the article (at https://www.khaleejtimes.com/business/uae-non-oil-sector-continues-to-grow-at-a-strong-pace-creating-more-jobs-in-july) here we are given ‘UAE non-oil sector continues to grow at a strong pace, creating more jobs in July’, which makes sense as it is a UAE newspaper. Here we get “The S&P Global UAE Purchasing Managers’ Index (PMI) – an indicator designed to give an overview of operating conditions in the non-oil private sector economy – dropped from 56.9 in June to 56.0 in July but remained well above the 50.0 no-change mark and the series long-run average. The reading indicated a sharp improvement in the health of the sector, supported by a marked expansion in output.” It basically gives us the same we saw in the Arab News with the added “S&P said driving activity higher was an upturn in new orders, which continued to be boosted by strong customer demand and improving market conditions, according to survey panellists.” I personally would have a few question marks, but in the end it is how the painting is made. I would state that this critic is looking at the painting, giving the summary and looking at the use of blue paint in the process. This happens, we all have our ways of looking at a painting and it is probably the best way to describe it. 

Voice Three: Reuters
It was the first article I saw (at https://www.reuters.com/world/middle-east/lower-sales-weigh-uae-non-oil-business-activity-july-pmi-2023-08-03/) making me look at the setting a little deeper. The start ‘Lower sales weigh on UAE non-oil business activity in July’ with the added “The slowdown was attributed in part to an easing of growth in new orders, although demand remained strong, with the sub-index falling to 57.4 in July from 61.0 the previous month, which was the fastest rate of expansion since June 2019.” Now we get an interesting sight, this article is cautiously pessimistic (headline) but the overall message is still positive. Yet the numbers are not matching. It might not be wrong as they use ‘sub-index’, but which one? Then we get the added “Owen added that the “the easing of sales growth was substantial and, if accelerated in future months, suggests that the demand boom could have reached its peak.”” The reference is to David Owen, senior economist at S&P Global Market Intelligence. Yet the station is how does ‘substantial’ apply? Is this fear-mongering for investors, is it biased negativity towards the Middle East? You tell me, I have no clue. But the fact that we have these three voices is important because it shows us that there is a media flaw. Now, there are all kinds of flaws and flaws due to arbitrary interpretation is nothing new and optionally not a flaw but the stage is there and now we have ourselves a ballgame. So which one is true? They might all be true but the anarchy in the three voices tend to impact us all. My gut tells me to go with the Arab News, but that is instinct and not a given view of evidence. I will let you decide which one is more apt.

Enjoy the day, Friday is about to start in Vancouver, the rest of us are already there. 

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August 3, 2023 · 13:43

Envoy of Coca Cola

This all started with a weird dream. In the dream I was meeting up with a marketing friend in Sweden who had become the new Marketing director of Coca Cola. He was bringing me gifts. There was a box with 12 bottle of cola (4 classic, 4 cherry and 4 vanilla cola). There was a second box with all kinds of swag, embroided polo shirts, T-Shirts, and the piece the resistance a metal model of the original cola delivery truck from 1927. We were talking in a seating corner in what I think was supposed to be his office. We were going over some details and then I woke up. I might have woken up, but the elements were already in my brain and I went to work.

The Envoy system
You see social media has become unreliable, even unpredictable at times. As such I came up with the envoy system. To see the larger frame, lets take a look at its Twitter profile. 

As you can see 3.3 million people follow Coca Cola, not bad. But the untamed fields are there and the larger corporations are the first who can wield in the results. To see this lets take a look at the envoy system. There is the company and their server(s), the envoy and the instance. Every cycle the envoy needs to make sure that their instance is up to date. Their instance is a personalised setting for every social media setting. As such the instance will cover Facebook, Threads, Twitter, Instagram and whatever else is out there. As such one person can have well over 4 connections and in that one instance all five are reached and inform so that all their friends get the message. This is not direct marketing or mass marketing. This is personal marketing and it is set in a new light. This is not some blanket setting, this is one department optimising the message, their mission statement and the envoys are the way to get there. 

So as I see it, the the aware person sets the instance (the unaware person), both message the server (a verification of A and B) and from there the message starts and now those people lets say 100K envoys will give message to 1-50 million people, none of them following Coca Cola, but they are still getting the message. No advertisement money used and it will have larger impact. Would you believe a company stating that they are good, of a friend or influencer stating that this company is good? This is not an easy track or the small or the faint of heart, but I reckon it could send a much larger message than we currently see and I reckon that at some point all the larger players will some kind of system like this.

Well that is another nice day, all ready to go towards an evening of gaming and perhaps a movie, enjoy yours and remember, tomorrow is Friday. 

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