Category Archives: Finance

September 30, 2023 · 21:27

I tend to disagree

There are a few issues and they all relate to the CBC articles. I do not think that the CBC is doing anything wrong. They merely report on a point of view I disagree with and we all have that at times. It started earlier, but what set me off was the article (at https://www.cbc.ca/news/politics/national-security-canada-military-defence-ward-elcock-1.6963391) where we see ‘Canada needs to ditch the complacency and get serious about national security, experts say’. My initial question is ‘Who are these so called experts?’ I know I am not one, but I think these claiming to be could be seen as Monday morning quarterbacks. We are then pushed onto “something unexpected happened last week when the Business Council of Canada issued an urgent call for the federal government to develop a national security strategy with economic security as one of its pillars”. So who exactly are the members of the Business Council of America? It gets worse from here. You see, when we go back several weeks we get (at https://www.cbc.ca/news/politics/foreign-interference-china-russia-csis-business-council-canada-1.6958627) ‘Business council says CSIS should start warning private companies of foreign interference’. This sounds nice, but we have two issues at this point.

  1. The validity of Business Intelligence
  2. The issue of American linked businesses.

The CSIS (aka the Client Server Integrity Society). If the NSA is allowed its ‘different’ version (No Such Agency) then the CSIS is allowed the same thing. My larger issue is “One of the country’s leading business voices warned Thursday that Canada’s economic security faces external threats — and called on Ottawa to give its spies the power to share intelligence with private firms being targeted for foreign interference.” The direct linked question becomes “Who exactly is that leading business voice?” And which idiot yahoo decided to throw sharing intel with places that have leaks larger than any sif into the mix? You see, there is a larger station here. ‘Targeted for foreign interference’ is a large setting. We tend to think China and what the reality is, is that Wall Street is also a source of foreign interference. Those people do not play nice. In addition too many  Canadian businesses would have to up their cyber security by a lot. I merely showed one aspect earlier this week, one of close to half a dozen. Microsoft cannot stop emails leaking, what gives you the idea that Canada is any different? 

So when we get to “The group — which has a long, influential history of pushing for policies like free trade, fiscal responsibility and tax reform — said it believes Canada is deeply vulnerable in this era of renewed great power competition.” We get to the larger disagreement. Canada is not more vulnerable, it is less interesting to a lot of power players. It is roughly 10% of the US and merely 50% of the United Kingdom and is spread over a whole area. In all this the larger station is not merely foreign interference, it is the danger of American interference for its own need for greed and that takes a different approach and until the Business Council of Canada gets its members to up their Cyber Security by a lot, any action is a wasted one and the CSIS keeping its actions secret is the best course of action at present. This might not be the right view, but it is my view.

Then we get to the interesting quote “CSIS jealously guards its sources and methods of collecting information. In one espionage case, it even kept the RCMP in the dark about a former sailor who was stealing classified information for the Russians.” The CSIS is confronted with too may leaks. There is no factual evidence that it amounts to corruption, but that word was mentioned more than once in sources I looked at. The important question was whether that traitor was caught in time. How long was that person active and how was that person (in the end) caught? It was not jealousy, that is the word of a reporter out for flames. The larger station becomes that Canada has vulnerability issues and not all of them are from China or Russia. American businesses are ready to expand and get the Canadian corporations as well, some politicians seem to cater to that need and the CSIS for sure does not. As such whatever the CSIS is doing now, it is seemingly doing right. From here we get to the dangerous statement “Neiman said Canada’s allies have found ways to strike that balance between secrecy and disclosure.” I believe it to be dangerous, because  Canada’s allies are all catering to big business. Microsoft, Google, Amazon, IBM and Meta. You name it, it has a stakeholder trying to find a balance of intelligence at their exposure and risks they can mitigate and Intelligence at the expense to mitigate risk is not sharing Intel, it is giving nations options away to greed driven people and the CSIS, in particular that person with grey hairs (aka David Vigneault) needs to cater to the need of Canada and its citizens, not the needs of a Business Council and its friends.

That is how I see it and I might be wrong, but so far in history whenever a business person wanted intel to be shared, we were confronted by a leak the size of the Grand Canyon right behind it. So before we rinse, shave, grate and repeat Trevor Neiman and optionally these non mentioned friends of his, we should be told who they were EXACTLY. In that the CBC missed the plank by a fair bit.

Enjoy the weekend.

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September 27, 2023 · 23:54

As the belt tightens

We have seen the expression, but did we consider the impact against the long game? Today two articles passed me by. The first one comes from Arab News (at https://www.arabnews.com/node/2380901/saudi-arabia) where we see ‘Saudi Arabia granted China’s Approved Destination Status’ with the added “Saudi Arabia was officially granted Approved Destination Status by China on Tuesday, allowing Chinese citizens to travel to the Kingdom on group tours, the Saudi Press Agency reported.” You might think ‘So what?’ and that is fine. Yet consider that Chinese tourists “made 155 million outbound trips, and spent a cumulative $245 billion on outbound tourism”, now this is on their global trips. Yet 5 years ago Saudi Arabia was not even a blip on the tourism radar. So, now we see the setting where it might start at a mere 10%, but this could grow a lot further. Consider that tourism suffers a $24,500,000,000 reduced income. That puts several players in hot water. Some are still recuperating from the Covid issue. Some will drown. Then we get the impact of lessened tourism all over Europe. I reckon that London will have no trouble, as does Paris. Yet several locations will feel that impact, as will some places in the US and in light of the BRICS setting, certain group travel organisations in China will undoubtedly promote Saudi Arabia as the destination to go to in 2024 and 2025. I reckon (pure speculation) that the rest of the world will lose at least 20% in the first two years and if you read up on some of the media, that is not good news. The second article comes from design boom (at https://www.designboom.com/architecture/marriott-first-w-hotel-saudi-arabia-neom-trojena-09-26-2023/). There we see ‘Marriott’s first W hotel in Saudi Arabia to debut within NEOM trojena’s futuristic ski resort’ that implies that larger players see this as the new tourist place and they want in. So consider that this happens 5 years in advance. The setting gives us the idea that this will not be a small hotel, or a simple cheap one. Saudi Arabia is setting its goals on being the hub for a lot of places and reasons and now tourism is added to their arsenal. You still think I was wrong all those years? As things go, when this gets off the ground, we see a new setting where Saudi Arabia is a possible contender for the Winter Olympics in 2040, I do not think they will have won over enough hearts for 2036, but 2040 is a decent time when the winter olympics could come to Saudi Arabia. The one place where the Winter Olympics would never have gotten to is now the place where it might end. As such how much more revenue is lost by all others? The long play is seemingly panning out perfectly for Saudi Arabia. 

Could I be wrong?
Of course I could, but consider the players vying to get in there, consider the timeline that Saudi Arabia so far has maintained and consider the losses that the US and the EU have had in the last two years alone and the losses they stand to get slapped with over the next three years. When you add it all up it implies that the EU and US will have to tighten the belt by a lot merely to get by and that is before you realise that the US will have budget problems nearly every year for the next 5 years, from that point it will continue on a non-stop trip from bad to worse year after year. We have been given the following quote for some time now “The kingdom’s Vision 2030 goals include enhancing the Saudi private sector to create a vibrant society, establishing a thriving economy via diversification, and investing in ways to position Saudi Arabia for global trade and competition.” And that is exactly what is happening in many fields including tourism. Before you listen to the other people making claims that it is a small hiccup at best. Consider your OWN position. How many holidays have you had? How many trips could you afford? For a lot of us once a year is as good as it gets and that is the same for China, as such a large group will sign up for a Saudi Trip, of that I have no doubt and in that stage as billions go towards Saudi Arabia, they will not go to either Europe or America. I reckon that the moment Saudi Arabia starts its own version of Las Vegas the tourism pain will set in in America and the revenue streams go down even furthers. And that is before you consider that there is every chance that  China will offer a group setting for the Saudi options and add 1-2 days in Dubai as well. I reckon that over the next 3 years that belt will tighten more and more and it will end plenty of businesses all over the US and Europe. I reckon that Australia will feel that pinch too. We are given “Chinese tourists spent $12.4 billion while in Australia. 677,000 visitors came to Australia for holiday purposes.” It might be a mere 10%, but that already means that Australia will miss out on well over a billion in revenue. So how many in places like Sydney will feel the pinch then? Sydney might be decently safe, but a speculated loss of 10% (if it is that small) will impact Australian lives all over the place.

Enjoy the day and consider where you were going next year for the holidays. 

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September 27, 2023 · 00:47

One card to rule them all

This morning I was confronted with an image. The image wasn’t the unsettling part, it was the part that the image did not give. You see, I got my first smart-card in 1991 by Unilever. They already had smart-card security when it was a myth at best. 

Now consider the set-up above. This level of card cloning can now be done by a high schooler. And people think that this level of protection works? How quaint.

So my old noggin started to mull things over, we need to upgrade this stuff by a lot. I know all the people will state that this isn’t needed. But when insurance companies catch on that people are cutting corners the premium goes up by a lot. Now, my idea might not be the best solution, but I leave this to the ACTUAL cyber boys to mull this idea into something workable.

In my view the smart-card has 3 layers, the lowest layer is an RFID shield, this makes scanning the cards really hard, the middle layer is the circuitboard and the top layer is the plastic layer. Now the circuitboard can have 7 nano sims, but only a minimum of two are required. You see, all that cheap corner stuff is done for. The 6 sim locations are connected through printed circuitry, the one part a hacker cannot copy or clone. As such these sims become part of a non-repudiation process. And as they are specifically created for each client, you have 64 options right from the start and when you consider that each nano sim and the circuitry adds a few thousand combinations we can safely say that these hackers stop being a problem.

The centre sim is where specifics are programmed on site (hotel, corporation HR), the other one, or up to 3 other ones are SPECIFIC to that client. Yes, it could all fit ONE sim, but that is where people get into trouble and cyber criminals will have a field day.

You see, what we do is raise the threshold. The image below gives the side I was after. 

The lower part are the wannabe hackers, simple thieves and so on, that is a little over 50% of the lot and they are taken out of the equation completely. They lack the resources to make it work. The yellow are partial threats, these are the high end hackers. They are driven to results and finance, so if the goal is not the required need, it is left alone. That doesn’t make them a non-issue, but unless they have something really interesting to gain, they aren’t interested. The green ones are the remaining threats. People with government access, or serious funds. We have now removed a little over 90% of the threat that was in existence. You think and insurance company having to pay out millions upon millions will try to avoid having to pay at all. We can come with all the usual culprits, but that is not where it is at. Consider that a player like Northrop Grumman needs to keep their IP safe, the first stage is non-repudiation.  That person and that person alone could have done this and a cloned card makes that part near impossible. In the end some will always have access, but when we can remove 90% from the equation, that part matters and it matters a lot. So that is what I was mulling over and this idea came to the top. Perhaps not everyone’s cup of tea, but that is not my concern. I had another idea, number 4 (or 5) this week alone and now I will snore like a sawmill, it is Wednesday here now.

Enjoy the day.

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September 26, 2023 · 05:37

The confused mindset

We all have that at times and I am no different. I have had a few ideas and they were merely that, ideas. An idea for Kruger Products to increase their offset by 10% (or more), which sounds ludicrous, I know and it is not because Kleenex bailed out of Canada. It was one thought that painted over another and then a third thought came into play and as such the idea was born. I still think it could work, but not sure how to push it through. Lets be clear, I do not need to push it through, I am on the other side of the planet. Then the idea came for a mobile case addition. Not merely a new mobile case, there are 13 in a dozen, but an addition to every case, all in light of stupid people who lose their mobile phones on planes, in rollercoasters and that list goes on a bit. So, when you consider that the new iPhone 15 PRO MAX is well over $2K, the idea has merit. How long until you no longer have it insured. How long until the insurance companies use these videos to show you do not care for your product like a good father (yes, that is an expression used for over 30 years) and as such nullify your insurance and you will not get back the insurance premium already paid. All these thoughts invaded my mindset. All whilst other things pre-occupy it.

You see, the looming US shutdown and the FTX case involving Bankman-Fried (aka Bankman-Fired) is merely showing me how the media is set to fear mongering, involving as many as they can for the digital dollar and that list goes on. Yet one source, the BBC (at https://www.bbc.co.uk/news/world-us-canada-46927916) gives us beside ‘What happens in a US government shutdown?’, whatever is about to come. Yet I think that this is fear mongering and a last minute solution will be found, but certain people on the republican side will want their pound of meat as well as their 15 minute of camera time. Yet the chance of this going wrong will increase with every iteration of this circus. I mentioned it before. It will not be long until it actually happens. To keep the fear alive and there is supporting evidence (straight from the BBC). You see, we are given “Congress is also not affected – its members are exempt and, in any case, its funding bill has already been approved. The US Department of Justice is among those affected – with many lawyers and judges not working during a shutdown. Others are working without pay.” With the added ““Essential services” – mostly related to public safety – continue to operate, with workers being required to show up without pay.” So, isn’t that called slave labour? And the republicans are steering for this? I am not entirely unsympathetic as the US debt keeps on growing, but this is a dangerous step. The second danger is “A right-wing faction in the House is demanding deep cuts and wants to stop further funding of the war in Ukraine” A republican side that is so driven with greed that they will support Russia in the process, that must be the most un-American part I ever beheld. Yet my mind also thinks that if the world goes this without the US, then the world must ALSO make the US pay. As such it needs to remove import of American products, it needs to shun American services and there are options. It fuels certain EU options (EVROC anyone?) And that is merely one of many. The media is so driven not to look into the US corporations that are STILL doing business in Russia and that list also goes on. There needs to be a price for everything and America will have to pay its pound of beef as well. Greed comes with a price and that price is always higher than one thinks. 

To illustrate one small part, the last one in 2019 “The Congressional Budget Office (CBO) estimated that it reduced economic output by about $11bn, including $3bn that it never regained.” Over 36 days that much, never regained. That is the loss people face in a time when they cannot afford anything. So how much longer until the EU nations seek an audience with President Xi? Do not think that this cannot happen, BRICS has grown massively and now that Saudi Arabia is part of that, the EU and the US will face tougher times. The candyman is gone, he has vacated the building and is now part of the Asian collective and that sits well with China, the moment several European nations join that part, America is truly done for. No fear mongering, merely a simple fact that the media is not reporting on, because its stakeholders will not allow that and that is the linked danger. You think the last $3,000,000,000 is much? China now has lucrative construction contracts and lucrative service contracts that span the 5 year horizon (as I personally see it) to well beyond $75 billion, funds that the US can no longer appeal to and that list grows shorter every year. Saudi Arabia and the UAE represent a massive amount of revenue and it is all going towards China and BRICS members. So the idea that the EU members will want to appeal to President Xi is growing larger by the day and that is all linked to the game that Republicans are playing with. A compact combination of greed, stupidity and ego. Winning big in Vegas has better chances than the game we see now and the media is keeping you all in the dark.

The media stakeholders are that powerful now and it is all for the larger good, but the good for who? A few hours ago I saw ‘BRICS Countries Dump $123 Billion in U.S. Treasuries in 2023’ (source: Watcher Guru). First of all this is unverified news and I only saw one source, but if this is REAL news and the other media is shunning this fact, we see two parts. The first is that the media is losing credibility fast, the second is that the US is facing more and more hardship. That being said, I have no idea how reliable Watcher Guru is, so be careful what you take for gospel without decent verification. I am not accepting the news, but the setting would be what any tactical party (especially BRICS) would do to make things hard for America and BRICS includes Russia AND China, so make from this what you want, yet that too relates to the Republicans wanting to side with Russia AGAINST Ukraine, as such that step makes less and less sense with every hour I see news articles pass by. Perhaps we should call them the Republittlecans? 

No matter how you slice these events, the Anti-China acts buy the US is driving the EU members into the arms of China, an outcome they apparently did not see coming. If they did these steps seem extraordinary stupid to me. Yet my mind is merely turning trying to create more ideas as I go along with whatever silly events is happening around the corner.

The mindset can get confused, also the mindset of any focussed person. Confusion sets in when the data that it registers (reads) becomes conflicting on several levels and as I personally see it the involved stakeholders are creating more confusion in the process of hiding news others do not want you to see. You might think the Watcher Guru is such news and I would doubt it too as it is merely one source, but this is nowhere near the first time and other news has been hidden or trivialised for well over a decade now and the people are starting to catch on all over the world they are catching on that the media has lost credibility all over the place.

Enjoy the day, the week is really on route now.

 

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September 25, 2023 · 06:13

A habit is an issue

Yes, that is true, a habit is an issue (when you are not a nun). Yet the first part of any issue is recognising this. And here the CBC comes into place (at https://www.cbc.ca/news/politics/political-advertising-parties-meta-1.6972446) where we are given ‘Some parties have cut back on Meta advertising — but experts say it’s a hard habit to kick’. It is here that we are given “Federal political parties have diverged in their approaches to advertising on Facebook since legislation meant to support the news industry touched off a public brawl between the federal government and the social media giant.” This is fair and there is a lot more (read the article. Yet when we get to “For the real players here who are attempting to really influence voters on a mass scale with real budgets, they’ve just invested so much money into these platforms over the years, they’ve collected so much data, that starting from scratch with something else is not realistic” This might sound seem true, but the overall issue is set into different stages, it is set into an optional stage of imagination versus awareness, awareness versus perception and perception versus reality. Now we have always known that there is a gap between imagination and awareness and for teenagers that gap is massively larger (if in doubt ask Canadians Laura Vandervoort, Blake Lively  and Kim Cloutier). 

The problem is that this difference is massively large with advertisement too, not just photo models. The unspoken problem is that with advertisement that gap reaches a lot more groups, and the more groups are affected (age, gender, social status) the larger the problem becomes. Facebook might have over 3,000,000,000 active members each month, but how real are they?

This is not anti Facebook (or META), I have liked my Facebook for over 10 years, but I have limited use, as I see it is a dangerous place. I have had dozens of fake people trying to interact with me, I see attempt of interaction from places that I have never been to and I do not know anyone who has and for the most I use it to keep people from my past all over the planet informed. That list is dwindling down as over 30% is now dead. Time catches up with all of us. 

You see, the issue isn’t merely time, it is ‘they’ve collected so much data’ and in this data just for the sake of data ends up being a really bad joke. If I have a day of sifting through that mess, I will find all kind of data issues, data verification is no joke and it tends to show that ‘data investments’ tend to be a form of shifty sand and it will drown you. The setting of time is that EVERYTHING evolves, all data collections are based on a stage of hierarchical settings and they change, sometimes twice a decade. Facebook avoided that part and now the wrong people see that as gospel, but that is the most dangerous step of all, relying on the wrong people. In all this the media holder is also a stage we need to understand. Weirdly enough it was a Canadian who did just that. His name is Ryan Reynolds, you might not know him, he was an extra on the X-Files season 2 (I looked it up to be certain). He is into booze (Aviation gin) he likes his football (Wrexham) and he has his phone calls (Mint mobile).

He also sees that media has larger options and through that he is linked to MNTN (https://mountain.com/) as they call it themselves ‘The hardest working software in television’, you see, the stage of creating awareness is just that ‘creation of awareness’ and that is NEVER set to one channel. In that stage I mentioned earlier Imagination, Awareness, Perception and Reality. How much verification has been done. What methods of verification was used? I know, the META presentations are good and every data seeker is getting a hard on (read: boner) on the presented granularity. Yet in it in what some Google Ads people call impressions versus clicks. Not every person that got the impression will click and there is no realistic number to get that, not even a notion of one. Now you can live through impressions and that is OK. I will overlook 97% of all impressed onto me and forget it before I am half a page further. Sometimes I take notice but I do not click. So where do I fit? And I am merely one of many millions. Whatever table or chart I became part of is already incorrect and like me millions fit that bill, so how hard a habit is something to kick when the numbers do not add up?

So there is in the first an option to ‘return’ to television marketing and there are more options, but it does require a different view to data and perhaps the notion of returning to different data is not great and it will give nightmares to this who are faced with it. Yet, when others start questioning the data presented, the data in hand and demand verification. What will they say? META (or Facebook) says it is so? Did you become that much of a teenager overnight? You might want to give Kim Cloutier a call asking her feelings towards the teenage boy population, you might not like the answer, although you might see a reason to invest in tissues at that point. Advertisement goes with the times, we have seen that for almost a century, like Yellow pages, Facebook is facing hard times and they will get harder over the next 3 years, it is the consequence of evolution. Facebook has had a really good time, much better then most, but they either evolve (and meta is trying that too), or they end up fading like the yellow pages did in too many places.  

True data is the just capture of data of an evolving system in motion and it is not a 4K film, it is a snapshot of THAT moment, that is what data has always been. Thinking it is more is the danger, that is the dangerous event we all have to avoid. When someone tries to sell you a polaroid moment stating it could be a 4K scene of Laura Vandervoort and it is not film, but real, you are getting conned and you get what you deserve. An empty hand with data that has no meaning and at that point there will be no meaning, because there is no way to verify the data you have and that was the second trap. The second trap was always verification. Did you really think that the Nigerian prince is real? In march we saw that a record figure of approximately 2.2 billion fake profiles were removed from Facebook. Now, were they all removed from the very moment of creation, or were they found to be fake? If the second is true, how many data tables are they inhabiting? Now consider that a place like Nigeria (just an example) has 215 million people. Do they all have internet? So really, where were these 2,200,000,000 from? Verification is an ugly business that has been pushed to the background where it can be ignored. Kicking a habit starts by knowing you have a problem.

Enjoy the new week.

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September 22, 2023 · 23:58

A delusion within a delusion

A few things happened today that gave pause for thoughts. I believe it that it reinforces the ideas I had from the very start. Some (especially Microsoft sycophants) will state that it is exactly the evidence making me delusional. I will let you decide.

To state this I will take some detours. The setting I always had was that by the time phase one was completed, 50 million subscribers would be added. A few parts support that media, yet I will not mention them here due to some sycophants. What you need to know is how I got there.

So there is the setting that three and three and three make nine. I state that it could be 729. So how did I get here. Well, (3×3)3 is the quick route. But that would be regarded by most as flim flam numerology. So how did I get there?  

Consider two persons, person A and person B. They both have 4 million followers. You would think that you get to 8 million which makes sense, but you would be wrong. Consider these two persons. They both have interests and for the simplicity we will take random groups. Fashion, Books, Technology and Art. In these classifications they can attract each 2 people. As such the equation now becomes 2+2+2+2 times 8 million. We now have 64 million. There will be overlap, yet the more diverse these groups are, the lesser the overlap. It is a little bit like anti clustering. New clusters that are similar but not alike. This (sort of) relates to Späth, H.: Cluster dissection and analysis: theory (1986). Another person who talked about this was Iliya Valev (around 1998). 

Now I have to make a side jump. It is an old setting for a tri-sided dagger, or a Jagdkommando knife. The response on it is “The tri-dagger’s problems all begin with that godforsaken twist. It lacks a proper cutting edge, and it’s wide shape means that, as a slashing weapon, this thing is about one step up from paper cuts”, so how does this connect? Well, I have always ben a fan of a tri sided blade. It is forbidden as an actual weapon, but in my view I see it as something with three sides. Presentation, Perception and Principle. They support and reinforce one another. Perception is reinforced by Principle and Presentation, Presentation by Perception and Principle and Principle gets support from Perception and Presentation. No matter how you wield it. We see the opposition we read earlier, but we see it as a knife. You need to realise that the origins of the stiletto was invented in the 15th century to be an anti-armour knife. Not meant to slice but to stab and it went straight through leather and most metal armour. The ‘recipient’ basically bled to death on the spot. Now, hindered by its own armour it could not get any bandage applied before he bled to death. The jagdkommando knife is similar, the wound becomes to hard to heal or apply first aid, which was why it was forbidden. But the application of it is still valid. It was meant to kill with certainty, plain and simple.

Out of bounds
This is exactly why I never wanted Microsoft to get involved. They can spin whatever they like, and as they waste 69 billion on some call of duty solution, I am in the process of taking their population away from them. You see, you can spin innovation, but when the results are absent. You become part of the problem. This is supported by two part. In the first part one source gave me that 75% of the Xbox population is the Xbox series S, as such they already lack next generation solutions. The second one is harder. This was seen two days ago (at https://edition.cnn.com/2023/09/20/investing/premarket-stocks-trading/index.html) where we are given ‘US debt rises to $33 trillion as government shutdown looms’, we know there will be some last minute ‘solution’ but that is now becoming increasingly less and less likely. Microsoft has a system that ‘thrives’ on US government and its allies and that is a massive chunk of its business. So when that machine starts going idle more and more, their goose is cooked. This is why I speculated on a 2026 fall of Microsoft. Google decided on another path, so they are out and Amazon doesn’t seem to be waking up. Now China has three sides of a square nearly ready. The media is happy to spin that this is merely three sides of a heptagon and they too are pretty spiffy on presentations. Yet there I am with the other solution.

Why Canada?
Canada was part of the solution from day one. Even as I had no idea on the impact Microsoft was facing at that point, for the simple reason that I never cared about Microsoft. They merely were. But on the 5th of November 2021 I wrote ‘Egg-timer please’ (at https://lawlordtobe.com/2021/11/05/egg-timer-please/) there I wrote about Randy Lennox, CEO of Bell Media. There were two reasons, one he was Canadian (Americans were starting to get a global bad rep), he would not have that against him, which mattered to me to progress my IP. In addition he had sides of a documentarist which would be important for part of my solution and as a CEO he had international access (something I will never have). In addition Canada was a commonwealth nation and as a commonwealthian that mattered to me. 

So why the numbers?
You see, the numbers sound nice, but to get to the 50 million subscriptions I need a acceleration curve, anti clustering shows that acceleration a lot quicker. The simplest example I can give you is the difference between ‘You need to be a biker and you need to be a painter and you need to be a technologist’ and ‘You need to be a biker or you need to be a painter or you need to be a technologist’. It is not that simple, but it shows the difference the quickest. If acceleration is key, the ‘or’ group is the acceleration you need. 

These factor made me realise that Microsoft would never be the solution, they keep on buying and missing the innovation. They will state that they are the innovation that works like an anchor, but the innovation of an anchor is not because it is working, but because it didn’t work and we see plenty of that at Microsoft, but they never improved their models and I spoke about these failures too often to rename them now. Amazon was for the longest time the larger option to get it all done, but they decided not to wake up (I actually gave them the heads up). As such Andy Jassy and Jeff Bezos struck out. Now we have a new option. You see, I considered Apple, but they had their own niche. I respect niche players, but they come with blinkers. That is optionally not a bad thing (as long as they pass the qualifying question) but without that I am giving away the play to them and giving Apple something for nothing is just too unacceptable to me. Hence I contacted the Saudi Government in September 2022, I admit it did not go the way I had hoped, but not all was lost. If the Kingdom Holding group would accept the stage I presented, all would be well (I am still waiting). A new player that reared its head in January 2023 was the Tencent Technology group. They had the drive to make it work, but I believe a lot more could be achieved if Amazon or Apple were part of that deal (and I do prefer to get paid). It was also around that time that the secondary impact became visible. Meta would lose more and more market share and as such, so would Twitter (read ‘X’). Their losses would not be immediate and would take some time, but their granularity would be lost as my IP gains speed. So when these two lose 30 million people it would hurt their bottom dollar to some extent and from there the damage merely increases on a few fields. It was the advantage a player like Amazon could use to really impact global business. 

Mister X
Mister X does not relate in any way to Twitter. I considered the second person in that equation and I suddenly realised that this person could put the media out of business to a larger extent. The media that has been spinning for the need of their stakeholders and advertisers as well as their digital dollars would suddenly lose a massive amount of revenue over the short initial time. They would not be able to correct for this and they would have to bend over backwards to become anyones bitch. That works for me as the media has become a much larger problem and I suddenly realised that this could be used to wield information in a different direction and lets be clear, these two people stand to make a nice slice of the initial $5,000,000,000 annually. And I am not forgetting about little old me, I stand to make a nice retirement fund as well (which was my initial reason). I care more about my IP being successful but that will hand me a very sizeable retirement parachute too. As such I do hope that certain people will see what they are about to get, not in the least CEO Talal Ibrahim Al Maiman and Crown Prince Mohammed bin Salman Al Saud. The second one doesn’t need the money, but when his royal highness gets to stick it to both the US and the media at the same time, he might do it just for the fun of it. In the meantime I wonder how fast the US shutdown would affect Microsoft. It will not initially do so, but this is the second shutdown danger in as many years and the third is not far behind and when that becomes a threat a third time, the chance of a last minute resort becomes less and less likely. So when the US government shuts down, how will Microsoft receive its cloud revenue? Its 365 revenue? So, how big is the actual Office 365 Government service description? When that shuts down, who pays for the $35 a month, per employee? Did you consider the amount of revenue Microsoft at that point will miss? 

Consider the slippery slope the US is on, consider what they sacrificed for the good of ego and you will realise that I was correct all along, optionally I was correct going all the way back to 2021. 

Enjoy the upcoming weekend.

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September 21, 2023 · 13:13

Look back in yearning

This happens and weirdly enough it hit me a few hours ago. You see a few days ago I started to replay Hogwarts Legacy again (third time). I started as Ravenclaw (I like blue), then Hufflepuff and now Slytherin. You see, Gryffindor is the least interesting house as Harry-the-Snape-sycophant-Potter has been showing us that house for 8 movies, so that place is last. And my view remains, yet there is some doubling up as you replay the game, but the game is a true work of love the houses and their common rooms show that part. There is not one better house, but there is a house for every HP fan and it is a great game. I truly hope that DLC’s or an additional game is not far away (like somewhere in 2024). I do not car about the haters and their views of JK Rowling. I never heard what she said, I do not care what her believes are. We all have believes and some opposes ours directly. That will always happen and dumping a perfectly good piece of IP (one she did not create) is just insane. 

Yet that point also woke up part of me that I missed. You see, I am not much of a racing fan. I enjoy a race, I enjoy some realism and I have enjoyed an F1 game in the past, but it is all ‘too realistic’ and I am not racer. I loved Ridge racer on my PSP, yet one title always stood out. 

It was Need for Speed Underground by Electronic Arts I loved even more. I loved it because it was more like arcade (Outrun example) racing games. Need for speed had a few additional sides that gave it the flair I enjoyed and when we look at the games nowadays, it is all about ‘realism’. Don’t get me wrong, Grand Turismo and Forza are amazing games and they have their own following. But these two lack an arcade setting (for lack of a better term). As such we forgot about Need for Speed and that is a shame. I didn’t like what they produced afterwards, it was too much about short term adrenaline rushes. But that game took my feelings back to 1982, Pole Position on the Commodore 64 which got an 85% score. 

In addition there was 1990 when we were given Lotus Esprit Turbo Challenge by Gremlin graphics (85% rating). Yes, graphically there are much better graphics now, but these two games brought fun. They brought fun to racing and the games we see today are drained too much of fun and all about the implied rush and short term adrenaline events. Forza, Gran Turismo and  the Crew should take a hard look at themselves and not about outspoken claims (whilst ignoring tens of thousands of others). 

I believe that these developers are wasting a marketshare and this is about to become a time when marketshare should not ever be wasted. Yes, I see all the Twitter feeds on games that were released 25-35 years ago. Almost like influencers trying to get create waves at the behest of marketing departments. I do get that and I (for the most) do not care, but actual gems are left out there to rot in the sun. We are now in a stage where a lot of us have forgotten a game like Boulder Dash, a game that brought addiction to millions. The 1984 game got an 80% rating with “A very special Game with ugly Graphic. Boulder Dash is one of THE classics of the C64.” The interesting part is that graphics were set to 40%, implying that today it could become a 90% game. It was already a 90% game on playability. As such the streamers of today could have an interesting game that takes little bandwidth. You see, when streamers become of age and internet congestion becomes the larger problem (expect that in 2026) these games and games like this will drive gaming forward. It is about the fun and that is the part that too many developers are in denial of. I reckon Ubisoft has the biggest problem with that aspect of fun. In case of Ubisoft, I still believe the original stage I saw. ‘When you create a game to appease everyone, you end up with a game that pleases no one’. It was true in 2014 and it is even more true in 2024. As such these thoughts blended together missing out on arcade style racing. I wonder if these developers are seeing that part of the equation, because as I see it now we have the Amazon Luna developers and they can connect to the Tencent technologies handheld with their software opposing Chinese developers who are on the ball and could soon create a lot more ‘remastered’ IP and they could get away with it. You see players like Electronic Arts let the CBM64 and CBM Amiga IP expire and now the stage evolves for these new indie developers. If they can create a game that is distinct enough, they could create new IP and at that point all the wannabe Microsoft developers are set out in the cold (and not just them). As I see it, as I see what Tencent Technologies is up to, it will soon be another field where the US is fishing behind the net and when these developers are relying on their advertisement incomes, they are merely one step from becoming redundant and I reckon that Apple and Google will be on the same boat. Not merely because of what they proclaim, but it is what HarmonyOS (4.0.0.113 by Huawei) is setting the stage for and the moment that Tencent Technologies opens the door to that option it will not merely gain access to one market, it will gain access to three markets and when the others forget about the fun those others will get their goose cooked. If you think I am kidding, consider the advertisement (at https://www.youtube.com/watch?v=MvkMp0JuyPQ) when yo think this through and not hide behind the ‘sexy’ label, we see that Nintendo was right all along and Nintendo figured this out 16 years ago. Preppy and fun was the story and they delivered. In the meantime Microsoft lost a truckload of market share and Nintendo gained on Sony by miles. I like the ad as it is set against the PS3 and I had both (and loved both systems). Now we see that nearly all systems have forgotten about the fun part and a new market for indie developers opens up. With the streaming systems they can create for more than one in one go and now the others will have created a new competitor, merely because they adhered to marketing and business intelligence. The problems is that they are all opposed by a knife with three sides. That knife is awareness, perception and reality, the problem they face is that they are adhering to the wrong voices and forgot about the true fun side of a game (not everyone mind you), so all those developers forgot about one marketshare that is growing fast and is about to become a lot bigger and it is yet another reason why one brand is losing more and more marketshare. All because some of them disregarded the impact of fun and now Google and Apple are about to make that part even worse. So as the older gamers look back in yearning, the new gamers see what they are missing out on and they are about to wise up. At that point who will be in the top three? Sony will be, Nintendo will be and place three? That remains to be seen, but we now have another market where Microsoft ends up in 5th place, which is way behind the pole position they once coveted, once a long time ago. 

Enjoy the day.

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September 19, 2023 · 03:04

The joy of a sleepless night

It all started a few hours ago. The neanderthal hate mail came in regards to the previous article. I was delusional, this never happens. If you receive hate mail, you probably have heard it before. I do not care, but I think it is nice to tell their mommies just how stupid Junior is, as such here goes.

The military have been stupid, very stupid. We see this shown Reuters (the New York Times is behind a paywall). The story (at https://www.reuters.com/world/us/man-suspected-leaking-secret-us-documents-appear-court-2023-04-14/) gives us ‘Airman suspected of leaking secret US documents hit with federal charges’ where we see “Jack Douglas Teixeira of North Dighton, Massachusetts, the U.S. Air National Guard accused of leaking top secret military intelligence records online was charged on Friday with unlawfully copying and transmitting classified material.” In addition to this, The BC gives more, gives links to gamers and a service named Discord, which has 150,000,000 active users. As such the military link is proven. What is unknown is what other stupid things he has been doing. For that we need to await the full investigation of the FBI. Although it is increasingly likely that the NSA will wield the national security flag. I would totally get that. 

Then the second setting the gaming part. For that we go to Kaspersky. They give us (at https://usa.kaspersky.com/resource-center/threats/coronavirus-gaming-scams) a rather nasty part with warnings. The important ones are:

  1. Only use official websites for any purchases related to the game.
  2. Use a strong password for the game login.
  3. Never click on any links asking you to reconfirm your password.

There is a lot more, but if a gamer (especially one in the military) has ignored 2 of these, the damage is likely done. There will be one stupid person in any airbase (the US does not get to be that lucky) as such there are phishing and data capturing dangers in most of the 59 of them. The Army has over 300 of them. You still think I was kidding? As I see it Teixeira is merely the tip of that iceberg. I have no idea what the danger is with the Marines, but it is likely very low, not as low as the navy, but it is still better than the other two. That is the realistic danger that the US faces and if Russians were watching Discord the US has a massive problem. You see, it is not only what the US (or NATO) knew, it is what they didn’t know that will become the achilles heel. That is two of the settings right out here in the open and the Teixeira might seem new, but the New York Times implied that this had been going on for a lot longer, as such the damage is real. 

As far as I am concerned when Teixeira is thrown in prison, they can cover the door with concrete and forget about him. The idea to put classified materials online to look cool is even more stupid to fall for a Russian 17 year old honey trap. With the honey trap we get it, hormones take over, but to look cool? I am at a loss what that man ever did in a uniform and even less why it took so long to find the link. 

But it wasn’t merely about the person Teixeira, it was about the setting for a movie or TV episode. You see, phishing has been going on for decades and the lack of Common Cyber Sense (especially in the military) was covered by me over the last few years. I have articles that go back to at least April 2022. So this is more than a loaded canon, this is the making of more (in what direction remains open and not discussed). It has all the makings of the nightmare scenario. You see you want your data to be safe whilst not using a password, or perhaps one of the routers at the pentagon which had been implied (by an anonymous source) to have been Cisco123 for the longest of times. So how is that security going? It is a sliding scale from non existent to a revolving door for anyone that wanted to read some. It might be my point of view, but the released facts seem to fit the profiles I set.

In addition, for some weird reason, I seem to dream up all kinds of advertisements. One was for AA, where I used the phrase (with a nice animated bottle) “It is fine to have a drink. Make sure the drink does not consume you” I also got a girl to pose partially undressed, dancing is a slutty outfit, in a hospital bed and one more. You do not see her ‘details’ as I used a very interesting way to filter the view. The bottle has a label “Cemetery premium 45%”

The second add was about healthcare, I will spare you the details, they are not important. The weird part is that my mind designed both of them in mere minutes. I still need some things (like software) to get it done, but it is a weird setting. Especially as I never had any real intent to go into filming. Ah well, another mess to overlook I reckon.

And how do these two relate? They do not, but consider all the gaming ads you see on mobiles and tablets. Do you know the sources? Do you know what is collected? You see the FBI gives us that in 2022 $10,300,000,000 was lost due to scams and I reckon that number is low. Too many are ashamed to admit that they have been made the fool. As such all elements I mentioned yesterday were covered and anyone who had read up on the subject would know this. 

So enjoy Monday and consider how safe your data and details are. 

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September 18, 2023 · 00:14

A dark journey

This journey isn’t for every one. I have hd the same setting earlier and the same conclusion as well, but I was never outspoken about it. I got there via two articles. 

Overdose
The first article is given to us by BBC (at https://www.bbc.co.uk/news/world-middle-east-66810832) where we see ‘UAE seizes billion dollar amphetamine haul’ there we are given “A portion of the 86 million Captagon pills police in Dubai say was seized”. You see, there is literally no reason to be this stupid. This amounts to 10 tablets to EVERY citizen in the UAE. The UAE has a remarkably well organised detection team as well as a well organised cyber investigation team. This was never going to go right. And lets be clear, the idea to set a market to serve 100% of a population is just insane. And I am not the only one thinking this. Dubai and Abu Dhabi are thinking pretty much the same thing (my speculation). This is either a distraction or it is about destabilisation. How? Your guess is as good as mine, but I see o other setting than these two. Perhaps they whistle this load whilst 100Kg (or more) gets safely transported via other places. Now, that would make sense. The materials cooked are not the issue. If you can make that much, you can make 100Kg more. But was it really about the drugs or the distraction. Perhaps it was about finding the right people to assist them in this endeavour. As I said, your guess is as good as mine.

The second article is also from the BBC (at https://www.bbc.co.uk/news/world-us-canada-66826895) with ‘How the fentanyl crisis’ fourth wave has hit every corner of the US’ there we are given “the US witnessed a grim milestone: for the first time ever, drug overdoses killed more than 100,000 people across the country in one single year. Of those deaths, more than 66% were tied to fentanyl, a synthetic opioid 50 times more powerful than heroin.” It seems that the war on drugs is not working. I see only one solution. After the arrest, just put drug dealers to death, no long trial, no long Rebuttal. As their stuff kills millions, they too should die. And after Breaking Bad, drug dealers have been romanticised. No matter how this plays out, we need to change the game. All this lame war on drugs is as useless as anything we see. Its like throwing your 17 year old daughter naked in a room full of horny sex depraved men thinking she will still be a virgin in 300 seconds time. It is time to change the game with deadly precision. The talkative weak minded liberal politicians have had decades and nothing was achieved. 

Consider 2000, the movie Traffic is released. We see several sides of the drug market and that market had been growing for decades, now a quarter of a century later, it drains healthcare, it drains prison space and it drains the patience of the parents of the victims of drug trafficking. 

Patients and funds are gone. Now, why didn’t I speak up earlier? I did, but not to this degree. You see when nations are attacked and the intent is destabilisation of a government it becomes a very different problem. You see it might start in the US, but the greed driven are never satisfied. The EU is next and after that who knows? With the UAE it becomes a different game, but when you see a board and you do not know whether the data refers to Chess, Checkers or Go it is a hard issue. The hard issue is whether the data supports the view, whether the game presented reflects the real issue or whether it is merely a smokescreen telling us it is one of those three. This matters because in an age where we cannot afford these leaps, we need to make sure that any false leaps are stopped and fast, which is why I am on this dark journey.

Is there another option? 
It is a fair question, but the death graphs from the US implies that it is already to late for that. Before this is stopped hundreds of thousands will die. Now, we have plenty of people (8 billion), so this could go on for a little while longer and if it does the US will be without healthcare funds. This will not take long, I reckon that it collapses within 5 years. So what will we do after that? What will the US do, what will Europe do? Your guess is as good as mine. I reckon that the UAE and other Arabic nations will see that the US is on track to lose it all, and after the Kingdom of Saudi Arabia locked down on drug offences and last year performed at least 20 executions for drug offences, the UAE might follow that course. When the deaths and the cost of healthcare starts adding up, it might not have another option open to them. The fact that they captured 13 tonnes of amphetamine pills smuggled in furniture is one side, the other side is that there is no prediction on what got through via other means. It is speculation on my side, but when you consider the data, I am very likely to be right on this (a little less on the reason on why it is done).

Enjoy the day, Monday is almost here.

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September 16, 2023 · 02:30

Sentimental Journey

I just had one. Not the one you think. In the 90’s movies and games were relatively expensive in the Netherlands. In the Netherlands a company named Homesoft had control of video games, and as such in 2000 I got Tomb Raider: The Last Revelation and Diablo 2. One for the Dreamcast and one for the PC. The ferry from Hoek van Holland to Harwich (plus train to London) was around $59. The two games in the UK saved me around $40, so for $19 I went to London for the day, bought the 2 games (and a few other items) and took the night ferry back. 

I was able to upgrade to a cabin for around $30 more. It was the cheapest weekend trip and I got to walk on Regent Street, Picadilly, went to the Virgin Megastore and did a few other goofy things. I spend the day in London (from around 09:00) and for one day I felt like a king until the train around 17:00 took me back to Harwich for the night boat back to the Netherlands. 

This sentimental journey was recalled through the Khaleej Times who (at https://www.khaleejtimes.com/uae/uae-iphone-pre-booking-draws-shoppers-from-india-pakistan-europe-to-dubai) gave me ‘iPhone pre-booking draws shoppers from India, Pakistan, Europe to Dubai’. It is here that we get “In places like India and Pakistan, iPhones can be quite expensive because of the taxes”. OK, I get that. Yet I am a little surprised that people from Europe are equally signing up for that, as we are given “A European tourist arrived in Dubai last week to get his hands on the new model. “There’s a big demand for iPhones in my country and I can get them at a relatively cheaper price here.”” It all makes sense, but I was unaware that it pays to travel to get the iPhone cheaper. It was around 6 years ago when I was ready to upgrade my old Huawei but the mobile stores did not have the 64GB edition, only the 32GB edition. Even thought here was a 64GB edition in existence. I speculated that the mobile providers wanted people to upgrade their phones every year, which would not be initially needed with a 64GB phone. In the end I found a way around it and now I rely on my Google Pixel to get me by and so far it has not let me down. The iPhone is not the cheapest and the iPhone 14 pro max is $2100 here, so I reckon that if we can get it at least 25% cheaper in Dubai it starts making sense. A flight from Sydney to Dubai (with one stop) is $961. The iPhone 15 Pro max is in Dubai $2155. You think it is the same and it is at present (I gave the 14 price as that is in the shops). You can preorder it for exactly the same price. So from Sydney a trip to Dubai makes no sense. Yet in the Netherlands it is €1.479,00 which comes down to $2,450.74 with an additional flight of around $500, so it is not that cheap, but you do get an iPhone on day one and the difference almost makes for the flight. So the math works out well for some and a little less for others, but if you have to have that version 15, a flight to Dubai suddenly makes a lot of sense. You could see it as a cheap short vacation to Dubai. When I was going over the text and I was doing the math my sentimental journey came back to me. Especially Diablo 2, which ended up giving me a massive amount of joy for a very long time. So when will people consider getting their new MacBook Pro or MacBook Air in Dubai? When you do the math, these additional items make for a free trip. A simple MacBook Pro (€ 4659) ends up being $7717, in Dubai we get it for $6961, so now we are already breaking more than even with the flight. And customs can’t do anything, just put a local sticker on the top of your new apple and it is your own already owned MacBook Pro (with non UAE stickers on top). 

I have no idea how much the people save when they get the iPhone and the MacBook Pro, yet I reckon that some might save even more. Making this and perhaps others too a really nice deal. And lets be honest. When you can get exactly the same stuff down the road or in Dubai. Who would not be willing to fly to Dubai? Even if it is just to have a shawarma in the mall (not the worst reason to go to Dubai). 

At this moment I am just smiling. It was been 24 years and we still try to get the best deal for ourselves and in this case a little more than a good deal. I remember in the 80’s it was cheaper to fly to America to get a car there then to buy an American car in the Netherlands. I never got one, but that setting also (to some degree) applied to get a car in Germany (a German model), then commerce houses started to strangle parallel imports and with the EU that all stopped. I wonder what they will do next. You see they might safe in one side, but some aren’t paying taxes, so why not get it in a tax zero nation? I reckon that this could drive commerce up in Luxembourg and Monaco. And a flight from Amsterdam to Nice is $133 (with an additional train ticket to Monaco) now the math really tanks in your favour. The train to Luxembourg is around $55, so people have options. In this day and age when the bills bite saving is key and we all try to find a cheaper way, don’t we?

Enjoy the upcoming weekend.

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