Category Archives: Finance

July 8, 2023 · 19:05

The pot saw the black kettle

Yup, we all see that at times. We see the good, the bad and the opposite. And as such the media is all about giving us a partial story. Still this is not always on them, I get that. So when I saw Reuters giving us ‘Yellen criticises China’s ‘punitive’ actions against US companies, urges market reforms’ (at https://www.reuters.com/world/yellen-urges-china-adopt-market-reforms-insists-us-not-decoupling-2023-07-07/) my very first thought was “Is she for real?” 

Thi is a setting that started years ago with the US riling up support AGAINST Huawei. We saw the dozen countries all going against Huawei. The larger station is not that they went up against Huawei, the bigger part is that NONE OF THEM ever gave us ANY evidence that Huawei was a security risk. This is not me being pro Huawei or being pro China. This is me being pro evidence and we were never given any evidence. One case (that was settled) in 2010 is all we got and all the stories were laced with ‘could/‘ and ‘might be’. Cisco was the same danger but no one spoke out, not even when Cisco had its set of security issues. These things happen. Yet the US is still operating its set of systems. There is GARLICK, LADYLOVE, MOONPENNY, JACKKNIFE, TIMBERLINE, STELLAR, IRONSAND and that list goes on for a while. Yet China is the big evil and no evidence is clearly presented. 

So now we get “U.S. Treasury Secretary Janet Yellen called on Friday for market reforms in China and criticised its recent tough actions against U.S. companies and mineral export controls, while China’s premier called on her to “meet China halfway” and put bilateral relations back on track.” I t3end to say, either stop the anti-Huawei stages or present actual and FACTUAL evidence that Huawei is a national security issue. There is close to nothing else. And as for the ‘mineral export controls’, well there might be a reason China needs them, there is also the case that stopping Huawei without evidence comes at a price and it seems that the mineral export is part of that price. So whilst the world is seeking for gallium and germanium (the second one is not found in Germany) the US needs to realise that their stance as a bully comes at a price and now that these prices are set in the open, the US doesn’t get to say “meet China halfway”. It intentionally destroyed the Huawei 5G wave because Americans were too stupid to take the lead in 5G technology and counter what was out there. Even I have 5G IP that the US (and others) do not have. All because the fat cats were lazy in an age when China became a true innovator. As such, as we are told “a technology war with the United States and potentially causing more disruption to global supply chains” the setting is not incorrect but not complete. You see these two substances are decently rare and China has the largest load. The US cannot claim the amounts from Japan or the UK (Or France, or the EU) as such they are in a bind and this is what comes with the bully tactic we have seen these last 5 years. Gallum is a different story. I have no precise numbers, but China is not the largest exporter, it apparently is Brazil with the US in second place. But I reckon that the two together will set a larger station and yes it comes from China. So as we consider “Yellen met with Premier Li Qiang on Friday during a visit to Beijing aimed at repairing fractious U.S.-Chinese economic relations, but made clear in her public remarks that Washington and its Western allies will continue to hit back at what she called China’s “unfair economic practices.”” As unfair economic practices go, 11 years ago we were given “A 2012 White House-ordered security review found no evidence that Huawei spied for China and said instead that security vulnerabilities on its products posed a greater threat to its users. The details of the leaked review came a week after a US House Intelligence Committee report which warned against letting Huawei supply critical telecommunications infrastructure in the United States.” I reckon that with leaked their own stables are in order? In addition to that, the stage is escalating and now we see that as shortages of Gallum and Germanium imply that there is a danger to US National security, with their stockpiles having no reserves left. As such I have a two set mind. Janet Yellen as the champion for bullies should not talk about “market reforms”. On the other hand, I am not claiming that China is innocent. I want to see evidence that they are not and so far going back at least 5 years, the US and the EU NEVER presented this. This is the station we face and as I personally see it Janet Yellen is the new US version of Don Quichotte and China is the next windmill. And as I see it, the stage that STC and Saudi Arabia is embarking on, the shortage that the US faces in Germanium and Gallum implies that the lag that the US faces will close to exponentially increase during late 2024. This is a setting that was to some unexpected, but the Reuters article gives us a list of people and they are all monitoring the supply. This implies to me that the setting is not as good as some make it out to be and it sets a different stage for the UK and France. As the US shortages increase it will stage a takeover of these suppliers by the US a lot stronger and faster than anyone had foreseen. This is (as I personally reckon)  a station of close to exponential danger to these nations. It might be the reason why Janet Yellen was send and not some one form the US State department. Did no one consider that question? Why was Janet Yellen send? It is pure speculation on my side, but I reckon that Premier Li Qiang is having a great time. It might be the first time he is talking from a position of great strength, but I could be wrong here.

What a weird weekend this is, enjoy yours.

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July 7, 2023 · 21:57

Two voices do not make a truth

This is a setting we must accept. Even as I am one of these two voices I accept that two rights don’t make a truth. Yet the implied stage is now setting a dimension for a larger orchestra. To this we look at Ben Rich (at https://au.news.yahoo.com/saudi-arabia-using-sportswashing-simply-202104084.html) where he gives us some of the ideas that matter. He gives us “While human rights abuses will undoubtedly continue to plague the Saudis’ efforts, bin Salman is betting big they won’t stand in the way of other states and companies engaging with an increasingly open and cosmopolitan kingdom. If history is anything to go by, he may just be right.” And even as he does not give us some elements, like the building of an Saudi English speaking news channel to rival El-Jazeera (see the Financial Times at https://www.ft.com/content/2c6f8228-5bcb-46dc-a817-0990727b7d35) there is more than simple sport washing. Saudi Arabia is setting itself up to be the axial of 5G telecom (with a little help from Huawei). Going well beyond its own borders, it is about to become the center between Europe and Asia pushing deeper and deeper into Europe. I reckon that within a few steps (timeline is too hazy) it will equal, if not surpass Vodafone. That would make Saudi Telecommunication Company (STC) one of the larger telecom giants on the planet. Less then 10 years ago that would have been an illusion, but Huawei had the goods and as America and its minions made all the claims for an anti-Huawei lacking evidence, we now see that the KSA has the fastest 5G on the planet and it is nation wide. The US is nowhere close to these numbers, at present only South Korea and Canada are close and they are about 30% behind. That is the reality of doing what needs to be done. There is even more in eSports and a few other areas. It is not about what is the best, it is who is wielding technology power and as we see the numbers it is no longer the US, even Europe is lagging behind. This is the larger stage that allows Saudi Arabia to be the voice of tomorrow before Vision2030 is due. As we see that Fox News is no longer a consideration regarding the joke they have become we see a lagging CNN and beyond that there is BBC World and Al Jazeera. This gives Saudi Arabia the push they need to become a larger voice on the news channels and did anyone consider where the advertisement money will go at that point? We could consider that Fox’s ad revenue also surged 43% to $1.88 billion. Yet at what cost and when the people shy away from Fox (as they are about to do) where will that ad revenue end up? I am not saying that this will end up in Saudi hands. Yet the world has 1.8 billion Muslims. Wo where do you think that they will put there advertisement money? One of my IP’s were banking on that and even as advertisement money was not a goal for me (merely a soft sideline) others will see it as serious money. It will also entice places like Bangladesh and Indonesia to the world stage, it will allow Egypt to be more prominent on the Mediterranean area and that list goes on. These are merely two of the elements that Ben Rich does not touch on. He shows us other matters and I believe him to be right. 

Yet the elements when combined gives us a larger stage created by Saudi Arabia and created for muslims and that is part of my IP. I wanted to fight islamophobia and I am about to be proven right. Not through my own IP, but in other ways too. The US (EU too) has overplayed its hand and from the initial pariah that Pre-President Biden proclaimed Mohammed bin Salman Al Saud to be, this same person is about to become a world leading voice on the global stage and it was something that I saw coming 3 years ago. The laughable joke (aka an essay by United Nations Eggy Calamari) has shown the world that presentation is only nice if you have the evidence to support it and we are about to face a new stage where the evidence is shown and presented by the Kingdom of Saudi Arabia, all leading up to vision2030, optionally up to 2 years ahead of schedule. 

As I see it that gives the song Bad Moon Rising by Creedence Clearwater Revival an interesting twist. You see one man’s bad moon is another man’s illumination. Or as the expression goes some persons junk is another persons treasure, which is good unless you are adopted. what matter is that the stage we see and the stage we get onto are not the same and the presenters have given us a stage for decades that no longer applies and even now we are given the runaround. But over the next few years we see that the media that was in charge no longer has holds on any of us and that is when the STC gets to reveal and release their news channel and all the lost revenue attached to that. As such, how much credence do you think a player like Fox News will have after 2025? I leave it up to you to ponder this.

Enjoy the day and the weekend that is about to follow (all 48 hours of them).

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July 6, 2023 · 22:39

Threading the needle

Yup, we all try to strike a balance, well, mostly all. You see the greed driven have no balance, they adhere to scales and only for as long as the scales are set to their side. To see this more clearly I will have to quote a previous article. In that article I wrote “Whatever they are spinning here, make no mistake. This is about DATA, this is about AGGREGATION and about linking people, links that too often Twitter has and LinkedIn and Facebook does not” and I wrote this on March 11th (at https://lawlordtobe.com/2023/03/11/one-bowl-of-speculation-please/) in the article ‘One bowl of speculation please’. I made a few more speculation there, but they do not matter, it is not important if they were correct. You see, I took a look at thread today (or at least try to). And the first hint was given below.

We could not create an account, you can only login with an instagram account, Facebook is optionally that desperate. It was always about linking data, about the granularity of their advertising population. That is all it was and Elon Musk opened that door by ruffling the feathers of his population. It gets to be worse as the ‘solution’ does not even work. 

Their servers are in for a rough pounding and when these services are united, your freedom is pretty much over. 

So there I was pondering a few issues and suddenly it hit me, you see when you when you look at the Tencent Technologies solution below, you might not see the options. 

But there is one and Tencent Technologies is now in a pretty good place to set a new stage themselves. It was always possible with cloud streaming, but I wonder if anyone had thought of it. It seems that Google did not, they dumped their solution. Amazon is clearly still in place in a few ways, but I wonder how far they thought ahead and now Tencent Technologies is nipping at their heels. I reckon that by late 2024 they might have figured out what I was seeing today. In the end Tencent and Amazon are in the running for a new side of cloud technology that is about to hit both doors. I wonder who will open their door first, because if I am right (and I have been correct more often than not) then the revenue from that technology will set them in a captains seat for years to come. And it was so simple, the greed driven people were overthinking their revenue and missing the turnpikes that gave them additional revenue on a long term scale. It is the consequence when you cater to the ‘fake it until you make it’ and their pupils have all turned to dollar signs missing innovation left right and centre. Come to think of it, I forgot another player. The third player is Apple and they could stand to gain a lot more (as does Tencent Technologies). I reckon that if Apple supports unreal engine 5 they might be slightly ahead of the other two, I reckon they need to get past the Epic Games launcher as those dodo’s will ruin a lot more than they make, but that would be up to Apple. A stage now set aside as Meta did not prepare properly, they did not copy the accounts setting because the shortcut was too easy, the fakers did not think things through and that will hinder a lot more than they think. No mater how they go about it, as the people realise that more and more data will be linked, the moment that they realise  that their freedom is now set to enabling advertisements on every device they have, that will be the moment that these people will shun away from Meta and whatever they offer handing a large field of opportunity to the ruling cloud streaming players like Amazon and Apple, with Tencent Technologies following soon thereafter. I am a little surprised, did Google not see this coming? I for one to some degree did not, but this is and has been a Google stage and they missed it too, even as they have some of the elements ready (with the Unreal Engine 5 engine as an unknown). A setting that was out there as I have written about it for at least a year. So what else are these people missing out of? Elon Musk opened the door, but the door also leads to places that Twitter and Musk were never in, as such what comes next and who will cater to that pioneering stage?

I honestly do not know, but I will see it come soon enough. Enjoy the day before the day before the weekend. 

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July 6, 2023 · 00:00

Reuter catches up

Yup, that is the frame I am looking at. A mere 2 hours ago Reuters gives us ‘Insight: Swing state Republicans bleed donors and cash over Trump’s false election claims’ (at https://www.reuters.com/world/us/swing-state-republicans-bleed-donors-cash-over-trumps-false-election-claims-2023-07-05/) there we see “The withdrawal of bankrollers like Weiser reflects the high price Republicans in the battleground states of Michigan and Arizona are paying for their full-throated support of former President Trump and his unsubstantiated claims that the 2020 election was stolen from him” and you wonder why this is ‘surprising’. Yet, when you consider that months ago (April 20th to be exact) I wrote in ‘Is UNemployed a thing?’ (at https://lawlordtobe.com/2023/04/20/is-unemployed-a-thing/) “Should Fox settle Smartmatic, or lose in the trials these small sharks will come and take huge chunks out of the Fox cadaver. No matter how you slice it, it will leave a gap for any contender of Fox to step forward because for 1-2 years it will have to contemplate how to go forward and how to invest funds going forward and that leaves their number one customer the Republican Party. Any contender could snatch that client away from Fox, which leaves Fox in a bind.” Now we see this happen and way beyond Fox, yet Fox too will be bleeding a fair bit. In the end these bankrollers need a return on investment and al things Republican are about to feel the pinch in a stage where they cannot afford to lose investors and bankrollers. I reckon that anyone on that horse will soon feel the pinch of lost revenue and more important, anyone feeling serious about their business will not do it with these people. With added “The dismissal impacted prime-time ratings at Fox News, with 20 percent of its audience dropping off between the first and second quarter of the year, according to a review of Nielsen data” this is merely one quote, but it fits the expectations I had and with that bloodletting, tapping the vein will be a lot more dangerous for all republicans involved. People like Liz Cheney have a chance as they turned away from the Trump madness from day one and t cost Liz, it cost her dearly, now she is about to become one of the few members (together with Mitt Romney) that could herald some future in the republican party. Personally I believe that they lost the honourable John McCain too early. That man would have been fifty times the president that Donald Trump imagined he could have become. But that is for another day. In the first the Republican Party needs to reset whatever idiotic view they had and they need to restore whatever they can and it better be WITHOUT Fox News. They lost whatever little credibility they had in the Dominion case and the Smartmatic case hasn’t even started yet. When you add it all up the republican party is in shambles and I saw this months before Reuters seemingly caught on. I reckon there is another side that will gradually catch on. You see bankrollers like Weiser will not ‘suddenly’ become democrats, I get that but that leaves the independent people in an interesting phase. Several states will now have a larger appeal to these politicians. I reckon that people like Cheney and Romney will try to salvage what they can, but people like Mitch McConnell have created gaps by ‘appeasing’ to all republican players (or at least those who shouted loudest) as such he will be trying to fence the republican meadow, but the sheep are already in a panic and large parts of the meadow have no fence. Plenty will side with Cheney/Romney, but too many will not and that is where the independents will have an interesting field day and for some it will be their first chance to gain foothold with corporations that preferred the republican side. The GOP made too big a mess and now the funds will walk away, add to that the dangers that Fox brings and the people they lost and we get a new setting. I partially captured it with “it will leave a gap for any contender of Fox to step forward” and Alex Jones already pushed himself out of the game with all that crazy talk, as such they both stand to lose more and more and the new players who are, what some would define as “republican readable information” will have a field day with collecting from the bankrollers and politicians that need a reliable platform and as such Fox will lose more and more and people will shun the conspiracy people like Alex Jones. As the comedians like Trae Crowder would state as “These people are leaving us? Is it my birthday, again?” And that is the larger setting for Liz Cheney and Mitt Romney (and a few more) and it will redraw republican political lines. I reckon that people like Mitch McConnell will look at the battlefield that they helped to create and wander to a paddock with a stable and intensely quietly live out their life in solitude. They literally bet on the wrong horse which becomes a ‘horse no show’. And that is the larger station for any corporation who had set their money on republican fields. They will consider what to do next and that is where independents will make larger gains, especially where the republicans bungled the ball (and their balls too). I reckon that Florida is in for a very new stage and 2026 will be bad news for Ron DeSantis who lost on a few fronts and the billion dollar losses he instilled via Disney will cost him a lot more, the 2024 elections (next to Donald Trump) first and his governor seat second (his approval rate now in the low 30’s). In this a new setting will evolve. Charlie Crist (D) is the clear favourite here, yet any Republican that did not agree with DeSantis could evolve an independent platform, especially if they want to make nice with Disney. That is merely one of several stages where the GOP will lose more and more ground. 

A lot of this is speculation, but it fits the data that is openly available, which does not make it true. Yet, consider that politicians require endorsements from corporations to continue. What corporation will continue in Florida after DeSantis blew a billion in investments from Disney? And after these fake allegations through places like Fox News, what corporation wants their name and reputation connected to these channels? It was a simple clear setting and no one looked into it at the time and now we see the Reuter stage and others will follow. I wonder what game people like Mitch McConnell will play next when they realise that the people they politically blew away are his only option to remain where he is? That gives a new interpretation to the expression ‘Will work for paddock and stable’ and yes I just made that expression up. 

And when you realise that the republicans are about to lose Arizona, Florida and Michigan (I personally think they will lose Texas too) the fact becomes clear. If the democrats win these three (or four) they will have the house, the senate and congress for at least two terms all at the same time. As I see it, for some republicans yielding the field to independents is their only option as they will need 3-5 years to clean the mess they allowed Donald Trump to create and in all this Ron DeSantis was little to no help at all and regaining hist lost estimated 25% approval will take way too long and Disney is not on his side. The one corporation that employs 75,000 people in Florida and that amounts to a total of (employed and connected) to roughly 1,683,000 votes. This gives Charlie Crist a new lease on political life. It is my personal view that for the republican party Liz Cheney and Mitt Romney are their only chance to regain some of the lost fields, yet I reckon it will not be enough for the the 2024 presidential elections. The best they can hope for (for now) is limit the damage they incur. That is my own personal view on the matter.

Have a great day.

 

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July 5, 2023 · 01:09

Eric Winter is a god

Yup, we are going there. It might not be correct, but that is where the evidence is leading us. You see I got hooked on the Rookie and watched seasons one through four in a week. Yet the name Eric Winter was bugging me and I did not know why. The reason was simple. He also starred in the PS4 game ‘Beyond two souls’ which I played in 2013. I liked that game and his name stuck somehow. Yet when I looked for his name I got

This got me curious, two of the movies I saw and Eric would have been too young to be in them and there is the evidence, presented by Google. Eric Winter born on July 17th 1976 played alongside Barbara Streisand 4 years before he was born, evidence of godhood. 

And when we look at the character list, there he is. 

Yet when we look at a real movie reference like IMDB.com we will get 

Yes, that is the real person who was in the movie. We can write this up as a simple error, but that is not the path we are trodding on. You see, people are all about AI and ChatGPT but the real part is that AI does not exist (not yet anyway). This is machine learning and deeper machine learning and this is prone to HUMAN error. If there is only 1% error and we are looking at about 500,000 movies made, that implies that the movie reference alone will contain 5,000 errors. Now consider this on data of al kinds and you might start to see the picture shape. When it comes to financial data and your advisor is not Sam Bankman-Fried, but Samual Brokeman-Fries (a fast-food employee), how secure are your funds then? To be honest, whenever I see some AI reference I got a little pissed off. AI does not exist and it was called into existence by salespeople too cheap and too lazy to do their job and explain Deeper Machine Learning to people (my view on the matter) and things do not end here. One source gives us “The primary problem is that while the answers that ChatGPT produces have a high rate of being incorrect, they typically look like they might be good and the answers are very easy to produce,” another source gives us issues with capacity, plagiarism and cheating, racism, sexism, and bias, as well as accuracy problems and the shady way it was trained. That is the kicker. An AI does not need to be trained and it would compare the actors date of birth with the release of the movie making The Changeling and What’s up Doc? falling into the net of inaccuracy. This is not happening and the people behind ChatGPT are happy to point at you for handing them inaccurate data, but that is the point of an AI and its shallow circuits to find the inaccuracies and determine the proper result (like a movie list without these two mentions). 

And now we get the source Digital Trends (at https://www.digitaltrends.com/computing/the-6-biggest-problems-with-chatgpt-right-now/) who gave us “ChatGPT is based on a constantly learning algorithm that not only scrapes information from the internet but also gathers corrections based on user interaction. However, a Time investigative report uncovered that OpenAI utilised a team in Kenya in order to train the chatbot against disturbing content, including child sexual abuse, bestiality, murder, suicide, torture, self-harm, and incest. According to the report, OpenAI worked with the San Francisco firm, Sama, which outsourced the task to its four-person team in Kenya to label various content as offensive. For their efforts, the employees were paid $2 per hour.” I have done data cleaning for years and I can tell you that I cost a lot more then $2 per hour. Accuracy and cutting costs, give me one real stage where that actually worked? Now the error at Google was a funny one and you know in the stage of Melissa O’Neil a real Canadian telling Eric Winter that she had feelings for him (punking him in an awesome way). We can see that this is a simple error, but these are the errors that places like ChatGPT is facing too and as such the people employing systems like ChatGPT, which over time as Microsoft is staging this in Azure (it already seems to be), this stage will get you all in a massive amount of trouble. It might be speculative, but consider the evidence out there. Consider the errors that you face on a regular base and consider how high paid accountants mad marketeers lose their job for rounding errors. You really want to rely on a $2 per hour person to keep your data clean? For this merely look at the ABC article on June 9th 2023 where we were given ‘Lawyers in the United States blame ChatGPT for tricking them into citing fake court cases’. Accuracy anyone? Consider that against a court case that was fake, but in reality they were court cases that were actually invented by the artificial intelligence-powered chatbot. 

In the end I liked my version better, Eric Winter is a god. Equally not as accurate as reality, but more easily swallowed by all who read it, it was the funny event that gets you through the week. 

Have a fun day.

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July 4, 2023 · 02:00

Small victory

This article is a little weird (little being the operative word). You see, I got here via several paths, all walked at nearly the same time. The first started with me going through Skyrim for the 4th time, now on PS5. I bought the anniversary expansion as it was on special and a game that pleased me for over 11 years deserves a small infusion of funds. I am still in the same setting and this time around I found all 7 black books. This is a first in the 4 play-throughs. I got them all on my own and the feeling of pleasure to see a new level was almost overwhelming (I did say almost). This got me to think of a few things running parts in my IP. You see the IP I was creating for non-Microsoft systems had a few issues, but the idea of having a long term game is enticing. As such I created a set of events that makes a replay more entertaining and more addictive for the RPG player. Yet that was as far as I got and my mind was replaying old issues in programming. Like the setting of [SET mission to Class=1 and Gender=2 or Evolution=4] this gives us that not all see a mission and the mission is limited to gender and class in the first or the evolution is set to 4 (it makes sense a lot later and not today). This gives us that some missions are optionally never played. These are side missions. So as we replay a game we see missions that we never saw in the first play-through. Why? Well we can give it all, or give the player a nice ride a few times over and I believe in long term gaming. I have no time for people who play games with the solution page to their left (or right for that matter). These are simple track gamers and there are enough games for these people. 

Sidestep
Now I make a sidestep. This is important for the whole story. This sidestep is what the Australian Financial Review gives subscribers on China. As such we will jump over it. Yet one quote there is “China’s hostility to the west has come at a very substantial economic price” this statement is flawed and faulty. It is the west with its slamming Huawei that is at the center of a lot. All the accusations and the US and EU have NEVER given clear evidence of their accusations. I get the UK stance that no infrastructure should be in foreign hands. That makes sense, but handing it over to the US is no different. We get more on the Russian setting towards Ukraine and I cannot completely disagree, Russia is a losing stage and that will have larger repercussions down the track. I reckon that BRICS (Brazil, Russia, India, China and South Africa) will exploit the setting as long as they can and then optionally dump Russia, they might not have a choice and with Saudi Arabia and the UAE bolstering their group the stage of ‘at a very substantial price’ is shown to be faulty. The collaboration at present between Saudi Arabia and China will bring oil and revenue to China. Saudi Arabia is in the process of ordering military hardware from China which will cost the West billions upon billions and it all goes to China. This is not new, this has been two years in the making and I gave warning of this as early as 2019 I believe. The article has a lot more claims, but they are empty. When I see “are privately more sympathetic to the US and its allies” reads like a joke and a bad one at that. The stage is that the population (read: consumers) is on the side of China via India. The wealth from the Middle East is pouring into China and is giving construction jobs to China for building all over Saudi Arabia with a several of them adding up to almost a trillion dollars. So where is the substantial economic price? At the next stage China has 5G Telecommunications via Huawei all over the Middle East and it is about to border Europe directly. Leaving the Mediterranean open to Saudi telecom hands soon enough. 

As such when I see “So far this year such investments in China are running a little more than $1 billion whereas two years ago it was nearly $50 billion” I tend to howl with laughter. You see, projects like The Line, Neom Bay, Oxagon, Trojena, and Sindalah represent well over $500 billion and China is about to get large chunks of that. Not sure how much, because I am not an insider, but I am certain that it will surpass $150 billion. Then there is the multi billion dollar military contracts and the refinery at the Chinese border, which is worth billions and more in infrastructure. So what economic loss? China is running on all engines and they are seemingly killing it. A world without the US and without the EU and these two players are making it happen. This is the price of arrogance and I have been clear over the last 5 years that this was about to happen, but the ego centrical politicians all stated that they knew better. We are about to learn the impact of stupidity on nearly every level.


As such I have a few issues with the AFR article. It is a good article, but a flawed one. One that boasts American supremacy, the little issue is that they no longer have the field. You see one source gives me “US National Debt Spiked by $851 billion in One Month, to $32.3 Trillion” now, I am not stating that this is true, but if this is true, then the US is already merely in a holding pattern until the next debt ceiling political setting and wth that BRICS (with Saudi Arabia and the UAE) will become a winner and the new global power. At that point China, India and Saudi Arabia will be better off shedding Russia. It has become too big a political and economical danger to them. And it is merely an egg timer away.

Back to the game
This is when my mind took me back to the game and a ‘new’ game. You see all these things were in my brain contemplating when I consider a different approach to the use of active and passive abilities in gaming. It played in my mind when I was remastering a Microprose game with similar settings, but now with a different approach. I call it Agent Gamer. This would be exclusive to Amazon Luna and whomever buys my IP. You see we have all seen passive powers in games like Mass Effect, Diablo 3 and more games. But they all have a similar approach to the use of passive powers. I am uprooting that and taking a different view. A game with active elements and passive elements. But you can spike these passive elements in different ways. In addition to adding several additions to the game, we can also rack certain abilities. It is like colour mingling. 

Consider the wheel. We have three basic colours (Blue, Yellow and Red). When we increase these skills we also influence the adjacent colours. Blue will influence Green and Purple, Yellow will influence Orange and Green and Red will influence Orange and Purple. It is simple setting where you make one 10% more effective (or easier), yet in the same setting increase the effectiveness of the other two by 5%. And this can be done in a multitude of ways, but the game is called ‘Agent Gamer’ and as such I will not reveal too much here. You see, to make Microsoft collapse by 2026 requires me to set the field to make the others more powerful (hence the Amazon Luna). Sony and Nintendo are on track to make their own wins (diminishing Microsoft in the process) Adobe and Apple are on other tracks and Google is no longer a contender in gaming (they have other fields). Overall the arrogance of Microsoft is about to bite them hard. Azure is doing not as good as some sources reveal. We see the Microsoft spin engines turning and we are given ‘We Think Microsoft (NASDAQ:MSFT) Can Manage Its Debt With Ease’ but I think they are in a bad state and it is getting worse. Still I have more than a year to watch them collapse, I merely want the timeline to be as correct as possible and as such if I can help their opposition being stronger and better I will do so. Gaming is only one side of it, but they interfered with my gaming pleasure and according to Zeus (Hades too), I can hold a grudge like nothing they have ever seen and I am happy to prove these two correct. In the end the largest stage could be coming from Saudi Arabia, especially as they are eager to feed their Esport settings and 50 million new members will go a long way towards that goal. Amazon had their chance and now it is up to the other eligible parties, which includes Tencent Technologies. 

Enjoy Monday and for those still overcoming Canada Day last weekend, have a second coffee before you start any work.

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July 2, 2023 · 22:14

One plus one makes 256

I got struck by two things today. The first was given to me by the BBC. There (at https://www.bbc.co.uk/news/business-66021325) we are given something that should not be allowed to happen. We are given ‘Shell still trading Russian gas despite pledge to stop’ this has one part that offends me. You see it is the Royal Dutch Shell. The Dutch Royal family has a majority stake in this and we all agree that we do not under any circumstance support the Russians in their endeavour. In addition, Royal Dutch Shell is not alone. Dozens of American firms are still making money from Russia and allowing them to continue their acts of terror against civilian targets. I am all royalist, yet when something wrong is done I speak out, the fact that the BBC is extremely willing to drop the ‘Royal Dutch’ part in this equation speaks out against the BBC and their setting of informing the public (yet again). In addition to this we are given. “Shell said the trades were the result of “long-term contractual commitments” and do not violate laws or sanctions.” And when was war a reason not to break a contract? How long have certain corporations been doing business with Idi Amin Dada Oumee in the timeframe of 1971-1979? Do they not learn? I think this is the first time I ever speak out against the Dutch Royal family, but this time I see no other option but to speak out. And when we get to “Oleg Ustenko, an adviser to Ukrainian President Vladimir Zelensky, accused Shell of accepting “blood money”” I personally would agree with Oleg Ustenko. And with “Last year Shell accounted for 12% of Russia’s seaborne LNG trade, Global Witness calculates, and was among the top five traders of Russian-originated LNG that year” we see just how deep Royal Dutch Shell is connected to all this. 

Yet what you just read is not correct, and I did that intentionally. You see we also have “In January 2022, the firm merged the A and B shares, moved its headquarters to London, and changed its legal name to Shell plc.” So what is the UK doing? You see, Shell is seen as the 15th largest company in the world. You do not give up that position lightly or cheap. So whatever happened in January 2022 has had a massive impact and for some reason no one really knows what was going on (I have no clue), but me separating with ownership of a firm that big is a ‘no no’, so something does not add up to me, would you just shed a company that makes $20 billion a year? I have issues with all this and yes the BBC did nothing wrong, but the fact that this was once the Royal Dutch Shell and there is no indication (does not mean it did not happen) that the Dutch Royal family might still have a large stake in all this is upsetting to me and it would be to anyone having Dutch links. 

So as we say goodbye to that part, we get to the interesting dream I had. I dozed off whilst watching the Rookie (season 4). My dream (or nightmare) took me to Los Angeles and an interesting Terrorist plot to create and unsurmountable amount of chaos to that city. You see, with all the connected and interacting systems someone created an interesting virus/worm/program (not sure which one). This work was pretty ingenious. You see, instead of debilitating IT systems, they did something different. They infected data parsers. In my dream I was hit as I wanted to find places that had in part the term “vectium” and suddenly it all stopped. Systems worked by they were no longer able to give the full details sudden intelligent settings in Google Search, Bing (yes that one too), and all other engines failed because certain subsystems were deactivated and for some reason some version of ChatGPT was merely making matters worse and spreading the problem across the US and hitting the other continents merely hours later. Because certain detection matters were limited to certain main parts and not subparts that damage continued. The weird part was that anyone with IT knowledge and the ability to give complete correct search terms could still work, but well over 200,000,000 people suddenly had mobiles and IT systems that would no longer connect or hand over correct information, like some kind of aphasia. The dream is now fading and I can no longer see the specifics, but at the beginning it had something to do with search terms ‘like’, which then infected more and more systems. After a short time terms like ‘containing’ would stop working and even as the complete old version SQL string would work, it was about the only thing that did and it crippled the metropolitan areas of the US (and Canada shortly thereafter). The more I think about it, the more interesting it would be to set an episode of the Rookie where infrastructures collapse. You see, people are nice when they have their coffee and their hamburger (or cheeseburger), when that stops the niceties do too.

Well that is it for me, for all you others, the end of the weekend is now no more than 19 hours away, make them count and have a lovely day.

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June 29, 2023 · 07:09

Doubt accelerated presumption

This happens, it happens to us all and now it is happening to me. You see my second or third IP (now my first) got a boost yesterday. The ascension number which was 0.0144% is now to be regarded as overly conservative as such its 1/x will merely increase by a lot. My chance to reel in the cash are actually a lot higher (or at least decently higher), but so far the real western fishes are seemingly or not interested and I get that. But now the stage is coming to a setting where others are picking up on where those billions are and I am not having it. As such the entire night I was contemplating taking my chance on waiting whether my ship comes in, or if I will offer it openly to Tencent Technologies. On this side of the pond, it is clear I get nothing. The greed driven people all want a free ride and they are willing to let me cop it. Tencent is an unknown and I have no idea how Chinese markets will react. So it is getting nothing on one side, or getting maybe something on the other side. There is no in between and I will not allow Microsoft near this. So I am about to learn the outcome towards something I said some time ago. Accept 165% of IP value from Microsoft (which will never happen) or accept 35% of IP value from the Saudi government. The Saudi government is no longer involved, but the equation stands. So I am about to find out whether I can correctly say ‘请喝一大杯咖啡’ (One large coffee please), or whether I see it all melt away. There are additional considerations. You see this is the beginning of the fleet. If China treats me wrongly, this will come out. If they do treat me correctly most of the western brainpower will consider a new venue for whatever IP they have. It could set in motion the largest exodus of brainpower the west has ever experienced. They think that firing thousands of people was their option, but when the people with the actual ideas also walk out you get chaos. To that I have close to zero doubts. And it will unlikely affect military stations, but consider all those firms and all these defence contractors relying on SaaS solutions, on all these Platforms as a Solution (PaaS), Infrastructure as a Solution (IaaS) and Solution as a Service (SaaS) not to mention Gaming as a Service (GaaS). So what do you think will happen when the actual bright people will sell and cash in on THEIR solutions before the wannabe board members are forcing a solution that meets their eyes? That is now in play and even as India is still a contender in many fields, the larger station is that now there is a genuine concern that the West (US and EU) will fall short here and that has people worried. As such I feel that I have given Amazon and Google enough time, they weren’t interested and that is on them and it is their right, but now I have a duty to make sure that I am getting what I am entitled to and give Tencent Technologies a call. 

I had hoped that Amazon would have bought it (for a few reasons) but now I need to consider where to go next and the article that a respectable news agency gave me reason me to think I am running out of time and I do not like running out of time. This gets me to a quote Frank Herbert gave us in Dune (1965) ‘He who destroys a thing, controls a thing’ And I think it is time how I feel about destroying a thing, which in this case amounts to my future. 

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June 28, 2023 · 12:44

Considering sources

We get it, newspapers have their opinion articles and sometimes they strike a nerve. I for one am not ever writing against the royal family, I am a royalist, like my grandfather before me. Yet when I read ‘£3m to fix the UK’s housing crisis? Ha ha ha ha ha, your royal highness’ (at https://www.theguardian.com/commentisfree/2023/jun/27/prince-william-homewards-homelessness-3m) I had a few thoughts. First of all, I had no idea where ALL the quotes come from, whether they are pulled out of context and how accurate the quotes were. You see, consider the sentence “Pull the red wire” and it gets you killed, because the complete sentence was “Pull the red wire, after you isolate the yellow wire” meaning that the partial quote got someone killed. This is how I saw the article without the complete stage. Yet it still gave me thoughts. You see, to deal with “Prince William is going to solve homelessness with a new royal foundation, launching a project called Homewards that starts with £3m for six towns and cities across the UK. It’s such a short sentence to make so little sense” we need to realise that building 50 buildings 6 floors high, each floor containing a dozen one bedroom apartment will get us 3,600 apartments, solving less then 2% of the problem, now consider the price of merely one building and we see that three million is noway near enough to solve the problem, it might be enough to pay for a paper on the problem, but that is as far as it gets. And how to pay for the building? Well, the idea is that those given a place to live will sacrifice 50% of their ‘income’ which pays for the rent, heating and electricity. Their quality of life will improve immensely. Now this is merely what came from my mind top of mind and there are better ideas out there, but the real issue is that nothing is done, there are no advances into stopping homelessness. It is not cut and dry but the lack of activities whilst a player like Apple was reported ‘UK Apple stores paid less than £800,000 tax despite £971.5m of sales’ and this gives us that Apple paid 0.0000823% in taxation. You still think that overhauling tax laws (which I have advocated for over 25 years) is out of bounds? 

I personally believe that Prince William would have known all this, I personally think that this article was meant to ruffle feathers, I merely wonder what short sighted approach was taken here. You see the end quote is “It’s baffling, this commitment to a delusion, where nothing systemic has gone wrong, there is no crash round the corner, no spectre of homelessness stalking all the graphs. It’s such an intricate phantasm, collectively constructed, of an old world in which individuals can solve all their own problems, and if they can’t, Prince William can help. I almost admire it.” You see the larger failing is Zoe Williams (et al) where I a offering the next quote “It’s baffling where this media propagating delusional thoughts whilst not informing us on matters that are actually important. where the media systemically does whatever it needs to get ‘clicks’ a wrongful setting at the expense of the people, exploiting or presenting every crash round the corner, no spectre of induced fear mongering is a stage on every graphs. It’s such an intricate phantasm, collectively constructed, to prey on fears, to prey on missing settings where people are presented that they can do better whilst the presenters know that this is not possible. Lacing income by any means and if that does not work they are happy to reset the quote of any royal, because the people to care about they monarchy even if corporations will not, it impacts their bottom line.” I might be right, I might be wrong, but that is how I feel and for the most the media has already lost over 90% of the credibility they had a decade ago, so when you wonder how much credibility they have in 2026, consider how much they cater to corporations at the expense of you. 

Have a lovely day.

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June 27, 2023 · 13:24

Greed driven goblins

It is nice to see that places like PwC are avoiding prison time whilst other people without an accountancy degree do not. This all started when I saw the article (at https://www.bbc.co.uk/news/business-66016270) called ‘PwC Australia sells division for 50p after tax leak scandal’ here we are told “The accounting giant has also announced the appointment of a new chief executive in the country. The move will allow the firm “to move forward with predictability and focus,” PwC Australia said in a statement.” Which reads like a little party line. We aren’t given the more realistic “In this day and age, we tried different approaches to cater to our overly rich clients and corporations to cater to their need for greed so that we can enjoy slices of Greed filled Lasagna as well. As we need our ground forces, we have decided on switching out our Chief Executive whose bonus will sustain him for the next decade.” So is my view flawed? Consider The Financial Times (at https://www.ft.com/content/97dcb050-49df-11e7-919a-1e14ce4af89b) alas behind a paywall, which gives us ‘PwC escapes censure over Tesco accounting scandal’, other sources gives us “Tesco has been found to have overstated it profits by £263m after revenue recognition irregularities were spotted in its half-year results, with regulators including the Financial Conduct Authority (FCA) set to decide on a suitable punishment.” The reason for this is that the Tesco Scandal (the accounting one) was in 2014, in almost 10 years they (and the courts) never learned and never achieved (nearly) anything. That conclusion comes from the fact that you do not become Chief Executive overnight and Tesco was 8 years ago. This is not some case of being creative, this is bending black letter law to the maximum effect. It is about what a company can get away with and that is a failure on a few levels. 

So when we see “The ex-partner, who was advising the Australian government, had shared drafts of corporate tax avoidance laws with colleagues, who used it to pitch to potential clients. The leaks occurred between 2014 and 2017.” We will be given a new stage. You see, for three years PwC enjoyed a stage where they could go beyond simple advantage for THEIR customers all whilst courting the government for having a ground zero in corporation tax avoidance laws. This is not a small problem. With “Earlier this month, PwC Australia said it had identified 76 current and former partners linked to the scandal and handed their names to Australian lawmakers.” As I personally see it this is not small small group, it is a large cluster of people connected to the PwC and I am willing to bet the house that the size of this group allowed certain people to remain insulated from the fallout. I agree it is speculative, but in light of of the activities by PwC since 2008 I feel that I might be spot on. We see a whole barrage of articles by Accountancy firms making accusations, but we see an amazing lack of action. As such the ‘punishment’ of “sell its government business for A$1 (50p) after a scandal over the misuse of confidential government tax plans” reads like a bloody joke. It leaves the orchestrators free form prosecution, it leaves them with their income, their bonus and a rich life to come. It is perhaps the clearest piece of evidence that in this day and age Crime Pays, even more than an honest day work.

Enjoy paying most of your coin to afford a cup of coffee today.

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