Category Archives: Finance

May 23, 2023 · 21:45

The two coloured fence

It is always nice to see fences in books, images and within the mind. They usually have one colour and more often then not it is a white fence. This is what our mind perceives, yet what happens when the fence has two colours, each side it’s own colour and the neighbour has the other colour. Both unaware as they both see one colour. This was my mindset when I saw ‘Assad in Saudi Arabia reflects the Middle East’s new normal’ (at https://www.washingtonpost.com/world/2023/05/22/assad-saudi-arabia-reflects-middle-easts-new-normal/) the issue here is that it is a decent version to hold, and it isn’t set to both neighbours, it is optionally seeing one side, not wrong, not at fault, it merely is. The thought sparked through when I saw “Assad, who experienced a rehabilitation arguably years in the making, but which was no less jarring for his critics and opponents. A decade ago, officials in the Gulf monarchies were conspiring on ways to oust Assad. They poured resources and arms into the civil war raging in Syria, backing a motley grouping of anti-Assad rebels. As Assad turned his guns on his own people, bombing Syrian cities and unleashing chemical weapons on civilians, they placed the regime in a deep freeze, casting it out of the Arab League” this happened, there is no denying it, so when we are given “British Syrian activist Razan Saffour told my colleagues, reflecting on the Syrian regime’s return to the Arab League. “Instead of holding Assad accountable for his heinous crimes … he is welcomed and even rewarded, as if the past 12 years of suffering and bloodshed never occurred,”” There is no denying this, but we all changed the circus of events. For the largest extent the west scuffled its feet, it jigged in place to avoid any actions in Yemen and Syria, even the chemical attack in Ghouta had no activity from anyone in the west. The Middle East is still reeling all over the place and Saudi Arabia with its own Ally USA who deserted them when they needed them the most had to change tactics. It cannot have a war on both fronts and the war in Ukraine opened up a new dialogue, uniting the Arab League nations, with Saudi Arabia strongly at the helm. With Syria it stands to get the side of Oman, Jordan and I believe Palestine, Egypt is already on the Saudi side and they pretty much deliver the dialogues with Algeria and Libya, Yemen is an unknown at present and the UAE should be a strong ally if Saudi Arabia brings a strong united front, but that is how I optionally (wrongly) see it. The more nations Saudi Arabia unites, the easier the other come along to the Saudi side. This now gives the west a much larger problem, because the trump cards Saudi Arabia holds is China and that is a massive part of the Middle East where China now gets a larger influence. There is then the larger benefit, it takes Russia out of the equation for all of them and that is what the league requires. Russia meddling is for them a problem and the Sudan has enough problems. The Middle East doesn’t need to be the clambake buffet that Russia serves. Saudi Arabia has larger plans and 2030 is merely kicking it off, it is not the destination for Saudi Arabia, it is only 6 years away and all this is coming to some kind of pinnacle (not sure what shape it ill take) but whenever it kicks off, the puzzle pieces will start to shape the image we will get. Egypt and it 5G alliance, the economic beachheads in Palestine and Syria pushing towards Jordan with the water investments, Saudi Arabia is shoring up all the borders of the Arab Leagues. You will see them as separate issues, but I am not certain. It is like watching a symphony unfold whilst the west watches the string section listening to its music, yet when you try to align the brass, woodwork and percussion, it doesn’t work yet. Why? I believe that they aren’t called to attention yet, when they do the entirety of the music will alter and to a decent degree, at that point the sections are all aligning to something more, something we haven’t heard anywhere before. The west was always about the diva’s, and they called their own form of attention drowning out the music. Here we see a different score, all about a symphony we weren’t ready for and that will alter the sound, because the stage is not merely assisted, it is a much larger front and the US blew its options. I reckon that Saudi Arabia is testing whether China could hold that place and that is the sum of the symphony we will get to see and I reckon that this starts in 2029 with the opening acts in 2030. 

Consider that I could be completely wrong, and my paraphrasing sounds nice, but it holds no water. Yet consider that Saudi Arabia has several trillions all over the league invested, we merely thought they had no connections, but I am not certain of that. You see, I always believed that Saudi Arabia will do what is best for ITS own nation and ITS own citizens, when that is accepted as true, then the investments change shape and we see that Iran and Yemen are merely disruptive sides, sides it cannot use and there Syria plays a second role. If Yemen and Iran are cast out when Russia does become desperate (it close to being that now) those nations feel the dangers of total chaos, Wagner made sure of that part of the brief. In this the war in the Ukraine opened doors for Saudi Arabia, it didn’t close them. This is how I see it, this is how I interpret the data, but then again I could be wrong, at present with all the IP and other settings I might say ‘There is a first time for anything’ I have ben right so far, even with my IP sides made public, in at least two cases the world is moving there and I can now sit and watch the unfolding of a few items. We all have to sit, watch and adjust our course. Every business does that, even when they leave billions on the floor. It is common sense to make sure that the mission and course are on track. A lesson I learned in the 90’s. I considered what was and I saw that it was short sighted, but I did not take into consideration the personal course of some, were merely on self focus, not on the company. As such I need to consider that as part of the course, not what is best for the company but what is best for the shareholders and the executives. I reckon the course of Governor Ron DeSantis is a perfect example. Whatever HE needs at the expense of nearly everyone in Florida. So whatever colour the fence has is whatever they think it needs to be, but there is the other side of the fence and when you see both colours you have a much better chance of seeing the whole playing field. It was never on the Washington Post, I merely noticed other elements and I personally believe that they were part of a bigger picture and it fits the timeline of 2030, but again, I could be wrong. 

Enjoy the day.

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May 22, 2023 · 22:23

From bad to worse

This happens, things are not great and at that point someone states ‘watch this’ and opens the floodgates of disaster. This happened in part when Governor DeSantis decided to ‘douse the mouse’ an intensely stupid action if ever there was one. And now the CBC gives us (at https://www.cbc.ca/news/world/florida-travel-warnings-naacp-lgbtq-1.6850920) the simple headline ‘NAACP among civil rights groups warning tourists about Florida in wake of ‘hostile’ laws’. For those not aware, the NAACP (National Association for the Advancement of Coloured People) has set out a travel warning (at https://naacp.org/articles/naacp-issues-travel-advisory-florida) there we see “Florida is openly hostile toward African Americans, people of colour and LGBTQ+ individuals. Before traveling to Florida, please understand that the state of Florida devalues and marginalises the contributions of, and the challenges faced by African Americans and other communities of colour.” As such the one state that relies on its annual tourism revenue (2021) gives us “Florida visitors contributed $101.9 billion to Florida’s economy and supported over 1.7 million Florida jobs” that comes with “According to the Office of Economic and Demographic Research, for every $1 the state invests in VISIT FLORIDA, $3.27 in state tax revenue is generated”, if only 10% is lost, how much damage will Florida endure as this governor is vying for the seat of presidency and does this on a national level? In addition to what I wrote over the last week, we will see national revenues dwindle down with DeSantis in control of whatever get gets control of. It is even less interesting for the Republican Party as they are enduring two losers in their ranks in power in a decade and it could be a lot worse. And they are in turn empowering China and enabling Saudi Arabia in their own ways. Because in that setting there could be a massive push to grow a sort of Disney world in the United Arab Emirates, but founded much more on the Arabian nights and all kinds of Middle Eastern fairy tales. A setting that is not make believe. The existence of the Boulevard Riyadh City is evidence enough that a theme park a blended theme park could push tourism and revenue in the UAE to a decent amount and no matter how hetero sexual that cluster is, the actions by DeSantis is making them uneasy. The hostilities and the ‘Karen’s of America’ are making the people unwilling to visit the US, unwilling to chance disruptive activities and they are seeking it somewhere else and yes Disney-world Paris would be their first choice, but that place will fill up fast and too many people is a negative impact as well. No matter how we see it, to book for tickets for a place that is too often at 110% is no easy choice. The UAE already has the Dubai mall and from there growth becomes easier (not to mention the Ferrari park in Abu Dhabi) and as such the UAE will have a few options all over the land. And when they consider that this could open a market for millions on Indonesians as well (and depriving the US of even more) they have choices to consider. 

So whatever DeSantis thought he was doing, he will have crushed the Florida economy being the first Floridan governor to do so and this economy after all the covid lockdowns was not that strong to begin with. Basically he becomes the straw that broke the Florida’s Panthers back.

So as one state goes from bad to worse, how many other states will suffer that level of income loss? 

Enjoy the first day towards the next weekend.

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May 21, 2023 · 23:53

The perception of others

This is a case, this is often a case and in this case. I am one of the others. You see the ‘news’ is no longer that, it is often filtered information. Information that is accepted by shareholders, stake holders and advertisers, as such the people are seen and treated more often than not as a distant fourth. This setting came to the forefront when I saw ‘G7 takes stand against China’s “economic coercion”’ (at https://www.bbc.co.uk/news/world-asia-65662720) where we are given “And in not one but two statements, the leaders of the world’s richest democracies made clear to Beijing their stance on divisive issues such as the Indo-Pacific and Taiwan. But the most important part of their message centred on what they called “economic coercion””  Now here we need to pause. These people do not lie (at least I hope they do not), but lets take a look at the evidence. The first is the ‘world’s richest democracies’, these nations are

1. Canada, debt around $ 2,100,000,000,000
2. France, debt around € 3,000,000,000,000
3. Germany, debt around € 2,600,000,000,000
4. Italy, debt around $ 3,000,000,000,000
5. Japan, debt around $ 9,300,000,000,000
6. UK, debt around £ 2,500,000,000,000
7. USA, debt around $ 32,500,000,000,000

Yes, they are really rich (in debt). To give a little consideration “As of April 2023 it costs $460 billion to maintain the debt, which is 13% of the total federal spending” for the US, their interest is $460,000,000,000 to pay for the interest and 13% of the entire budget is to pay for the interest. So all this talk about debt ceilings is close to null and void. Not unlike a Ponzi scheme the US government is taking out new loans to pay for the INTEREST of old loans. When did that ever go good? But that is not what this is about. The next stage is about ‘economic coercion’ something America and others have done for decades. Economic coercion is a political tool that the US pushed all over the middle east, and now that Saudi Arabia and other are pulling their contract with the US and giving options to China it is coercion? I mentioned it a few days ago (at https://lawlordtobe.com/2023/05/19/the-stupidity-of-some/) in ‘The stupidity of some’, I made mention of some elements then and several other articles before that. One should not bite the hands that feeds you and I reckon that is why other players were invited to this party as well (no matter what they say). The US is broke and needs others to do some of the heavy lifting. This is OK, or at least that is why allies stick together, but the bulk is deeply in debt with Canada and Australia in a much better position. Germany had industrial revenues so it is not that bad off either. But this is not bout that, it becomes clear when we see “Now, they worry they are being held hostage. In recent years, Beijing has been unafraid to slap trade sanctions on countries that have displeased them. This includes South Korea, when Seoul installed a US missile defence system, and Australia during a recent period of chilly relations.” They worry? So are they being held hostage, or are they not. Lets be clear all these players have engaged with some form of economic coercion in the past, it is a valid political tool, but now that the shoe is on the other foot, the US is worried. It is losing its grip on the Middle East and as Saudi Arabia is uniting its nations and leagues with the added Syria, Egypt and now optionally Iran as well, the stage changes for the west in the Middle East. China has been invited there now and that worries all players of team G7. You see with them losing 5%-10% revenue to China due to all kinds of reasons they are now scared that someone (the big banks like the Rothschilds) will cancel THEIR credit card and that has them scared silly. I would be to, I really would. This is just a few reasons why I tried to sell my IP to Saudi Arabia and Kingdom Holdings (optionally the UAE too). Amazon and Google were asleep and not caring (perhaps they didn’t like my IP) and Microsoft is not invited to that party and optionally Tencent Technologies is.

You see, the stage, several stages are turning to China as an option. Does China have any less debt? I cannot tell, but they are drilling into new business like nothing we see and that has the G7 scared. 

So when we get to “They called for “de-risking”- a policy that Ms von der Leyen, who is attending the summit, has championed. This is a more moderate version of the US’ idea of “decoupling” from China, where they would talk tougher in diplomacy, diversify trade sources, and protect trade and technology.” We see the larger stage, the ‘west’ will diversify trade sources, so that new and emerging economies can only do business with them if they do not do business with China. Almost like Sony did with retailers in 1998/1999. Those who were showing the SEGA Dreamcast would not be getting the PS2. It scared a lot of retailers because PS2 was a winning system and it did. The same was done much earlier with VHS pushing out Betamax (which was superior). A tool used again and again. Yet the larger stage is not these emerging economies, they are a factor, it is what will Saudi Arabia and the UAE do, they are now aligning the next decade and they were the big spenders all over the place and that setting is now heading for China (not sure if it is a done deal) and in this Egypt is important. With them championing Huawei and their G5, Egypt aligns with Saudi Arabia and a lot of commerce and Egypt then becomes a 5G beachhead all over the mediterranean and Africa. This will benefit China a lot. And as we get to “The US is already doing this with its ban on exports of chips and chip technology to China, which Japan and the Netherlands have joined. The G7 is making clear such efforts would not only continue, but ramp up, despite Beijing’s protestations.” This is the stage that is evolving and it is a dangerous move to make. I get why it is done. In the first I am not stating that China is innocent, I am stating that they all used these tools and the debts are drowning their actions. The danger is that if there are any innovative people in China, they will come with an alternative. I have no idea what, but I recall a nice example. The US created a specific ballpoint pen that could be used in space, they spend millions on that solution somehow and Russia? They used a pencil. We saw the Huawei block by Google and now Huawei is rocking the Harmony OS which is available in 77 languages. It is different from both Google and Apple, so what happens when Harmony becomes the tool of choice in the Middle East? You can ban and block, but the danger is that someone finds another way just like Toshiba in Russia decades ago and there was no alternative, as such Toshiba grew and grew with an entire market where they had no competition. Will it happen again? I am certain of it, when one resource closes people look for another resource, it is a natural continuation. Only really stupid people think that no one can get around them and I wonder what will come next. As such I have issues and the BBC did nothing wrong here, they reported, they used quotes and they adhered to something (not sure what). I am showing you that what is said is not merely dangerous it is deceptive. It these are the richest democratic economies, why is there a 50 trillion dollar debt (actually it is decently higher at present). A debt of 50,000 billion and no one is asking questions. I get it (to some degree) Russia is now a problem, the Ukraine is dealing with it, but it can only do so much. It needs support and I agree they do need it and I believe they deserve all the help we can give them, yet across the waters there is no one dealing with the actual debt, they are merely prolonging a complete collapse that will have too many deep in debt for decades. Retirement plans will collapse, health care will collapse and we will all blame someone, but no one is looking at how we all let this happen and now those with the option will look towards the Middle East (including me), a lot are looking at China as an option and a global brain drain will be the consequence. All settings that the G7 will have to consider, because they all have a lot to lose.

Enjoy the start of Monday up to 12 hours (for some) from now. 

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May 19, 2023 · 10:42

The stupidity of some

Yes, we all see that and it has repercussions for these people. We might sit on the sidelines laughing, but it shows a dangerous premise, the stupidity of America, the stupidity of some Americans and how they scuttled their own ship called ‘Future of us’ and ‘us’ could also be seen as ‘US’. This is shown in two articles. The first one is from Yahoo Finance. There was a little better NY Times article, but that was behind a paywall, so you would not be able to read the whole text.

The article (at https://news.yahoo.com/disney-cancels-1-billion-florida-185105108.html) gives us ‘Disney Cancels $1 Billion Florida Expansion’. A setting that came because an idiot (aka Gov. Ron DeSantis) decided to start a war for a trivial reason. He wanted to ‘Douse the Mouse’ (sorry Brittlestar, this is too good a slogan to pass up). And now Disney has cancelled an expansion where we get “The 10-figure office complex near Walt Disney World would have brought more than 2,000 jobs to the region, according to an estimate from the Florida Department of Economic Opportunity” So not only does this governor rub any fat cat the wrong way. He now has grievance with the Commercial houses of Florida, his Republican back, the Democrats of Florida and a few other people. Along with the 2000 people not getting a job, up to 8 people connected to anyone losing that job, as such he is 25,000-50,000 votes down and there is likely a larger loss for the Republican side. An ego centric stupid act on the premise of perception that should not have existed in the first place. It is stupid for a few reasons more. The American have alienated Saudi Arabia, optionally the UAE, Egypt and Lebanon as well. Billions in defence industry is now going to China, building contracts in Syria and Saudi Arabia are now going to China, as such the EU and USA are losing out on billions more. The idea that the EU will cater to another Disney-world giving the EU billions more is not out of the question, all money lost to the US, in a stage where they have over 31 trillion in debt. An act too stupid to contemplate and this could have been avoided. In the 70’s my elders taught me ‘Do not bite the hand that feeds you’ and in 1968 we have the premise ‘Money talks, bullshit walks’ and the US seemingly only has walking left. In this day and age I saw the option for millions more in revenue in IT and it will likely go to the UK, the EU (Germany most likely) and Australia (weirdly enough). I am not ruling out Canada, but I know too little about their abilities in that field. Millions more and the list goes on. America dropped well over $5 billion a year on my recent watch alone. And all this before you realise the blunders that signify the USS Zumwalt with its $4 billion expense and the massive drop in abilities. Just to be clear, I am no naval expert, but I dit get a degree in ships engineering and navigation in 1979, so I am not totally in the dark here. The USS Blue Ridge that launched in 1970 outperforms it by a lot and the cost of that rubber ducky is a mere 5% of the failure that the USS Zumwalt represents. I reckon the idea that a congress would not order the smart bullets that the Zumwalt needs (at $800,000 per bullet) might have been the wake up call some people needed. In that environment we get to the second linked article. 

The second article is from the Guardian (at https://www.theguardian.com/business/commentisfree/2023/may/18/us-debt-ceiling-crisis-republicans) and here there is another side. I do not agree. You see, we can listen to the emotional ‘The US debt ceiling crisis is more proof of Republicans’ cynicism and bad faith’. Here I am on the Republican side. There is a folly to let 31 trillion fester and fester to something more. This is a pox on both houses and it has been for well over 25 years when a tax overhaul was needed and we all hear the same BS. Too hard, too complex. Well, they are close to default on whatever they have left and as Disney goes towards the EU they will open more doors. IBM, Adobe, Amazon, Google and Microsoft are already diversifying leaving the US with nothing (well almost nothing). And as they alienated the few allies left they see an exodus to China, China of all places. 

This is the act of stupidity, stupidity on both houses that would not act when they could and now they are in patters of indecision and they are all trying to find fat jobs in global corporations before the house collapses and it is close to collapsing. This, (and a few related items) was why I tried to sell my IP to the Middle East. In the first you go where the money is. In the second you find a place where you can enjoy your golden years. Because as I see it the US will be a very dangerous place to stay soon enough. Over 200 million desperate people? Yes, that is not a place for me and when the energy shortages hit it will get a lot worse soon enough, they had options there too, but they squandered those options in the last 5 years. 

So whilst everyone is pointing at me stating that I am the stupid one (a fair thought to have) consider that my IP was right in at least two cases, optionally two more that are now evolving. Yet I have a few more and they are all destined to go towards places like Huawei and Tencent technologies. And in all honestly between nothing and  few crumbs, ill take the crumbs, especially if that results in a view like below. 

This is not my 39 coins of silver. It is merely a retirement dream that could optionally be true. And what would you do when you have the choice between what I choose and a retirement home without resources? Because that is what the US (EU and UK too) created with their ego driven decision tree.
Dousing the mouse? When was that ever a good idea, especially when it decides to cancel a billion dollar expansion? Will it go to Euro Disney? With the economic setting the French have, that might be a realistic option for the minions of Walt Disney, and the US? Well it made its own bed, to bad for them that as the others leave that sinking ship well over 275,000,000 Americans will be caught in the middle. They had their options and they voted, or they did not vote and lost their right to complain.

Have a great Friday.

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May 18, 2023 · 12:11

The house wins

Yes, that has been the case since before WW1. In gambling the house wins and I got an interesting surprised served up by the BBC. It was the article (at https://www.bbc.co.uk/news/technology-65610851) where we see ‘Cryptocurrency: Treat investing as gambling, MPs say’ OK, that was a little unexpected, but when you think of it not the weirdest step to make. We see this with “The risks posed by crypto were “typical of those that exist in traditional financial services and it’s financial services regulation – rather than gambling regulation – that has the track record in mitigating them”, a Treasury official told BBC News.” I can get behind that. Lets not forget that crypto has no gold backing like currency, so not only is it a gamble, but in many cases it is a long shot at best. There is however a consideration we need to have and it is seen with “Gambling helpline charity GamCare told the BBC that, in the past two years, it had heard from more than 300 people who said they were struggling with investing in cryptocurrency and other forms of online financial markets.” It is seen with ‘struggling with investing’. I personally wonder that if you are struggling with an investment, then why invest in it to begin with, but that might be me. 

The plot thickens when you see “He said he had lost about £150,000 investing in crypto, including money he had borrowed, and that checking his phone to see how the market had moved had become an obsession. “There was no break at all, I was just I was on my phone constantly watching it and just couldn’t sleep,” he recalled.” So one person borrows to invest? I would not do that to buy stock in reliable options like Tesla or IBM, as such I will never ever do it in something fleeting as digital dollars. That is an orgasm more fleeting than trying to get one from a hooker with aids. I do not now, not ever trust digital currency. I accept that there are moments that this is the one payment option, but it will only exists until I get to the nearest bank to convert it to something more reliable. As such there is a rather nasty breach here. I would never invest in it and I do get that some do. And to be honest if I had the money in 2010 I might have bought 5-10 Bitcoins and that would have set me right, but I do not trust any digital currency and I still see all these ads come past with the statement ‘How rich would you be now if you had bought even one bitcoin in 2010?’ Yet that ship sailed and when you consider the grifters and BS artists trying to get you on digital trades, the idea to treat it as gambling makes a lot of sense to me and with gambling comes a lot more oversight. 

In the end, I have no idea where this will go, but the idea that all these new ‘students of digital currency’, the idea that they are soon to be privy to gambling oversight does seem appealing to me. And I do get it, it might be me, I might be too old for this new currency. 

I will let you decide, have a great day. 

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May 15, 2023 · 14:39

The paper tiger

There is a tiger is the fields, the people aren’t afraid, they aren’t worried because the tiger is a paper one. That is the setting and it came to me from the Guardian. The article (at https://www.theguardian.com/commentisfree/2023/may/14/more-than-300000-syrian-civilians-died-any-attempt-to-rehabilitate-assad-is-utterly-shameful) gives us ‘More than 300,000 Syrian civilians died. Any attempt to rehabilitate Assad is utterly shameful’, is that so? Well, it is a point of view, and Simon Tisdall is not completely wrong, actually he sort of is. I cannot fault him for anything but the reality is a lot less appealing and that is the problem, the less appealing truth behind this. You see no one ever cared about Syria. The west did not because Syria has no economic value, it has no oil, just like Yemen. And for all intents and purposes America is already broke and the EU and Japan are right next to America in this. So whilst we saw the Ghouta chemical attack and we saw the news of what happened on 21 August 2013, almost 10 years ago now. Was something done? A week later investigators looked around and The UN investigation team confirmed “clear and convincing evidence” of the use of sarin delivered by surface-to-surface rockets. Nothing was done. That is the reality and we need to take notice. You see at present Syria is one step away from becoming a Russian satellite state. Now with the Arab League back in the fold they will get some of the rebuilding revenue and it will not all go to Russia, I reckon a better setting. So even as I understand the setting of Simon, making Syria a pariah is a lot worse and that goes nowhere. In addition to all this is that the Yemen side is there too, nothing was done by any of us, only now that the Ukraine is under attack things are done, not enough and not fast enough, but something is done. Basically the world did 100% more in the case of the Ukraine then it did in case of Syria or Yemen. I feel that the west is only acting because the Ukraine with its 21st largest army was able to stop Russia with one of the three largest armies in the world and the losses are adding up for Russia

And these numbers are staggering that the Ukraine with the army and hardware they had were able to pull this off and now the west is starting to become aware that there is no aftermath for them. Germany had been for the longest time been pussyfooting on hardware delivery, only to see that Pro-Russian politicians in Germany were stoping this. American politicians were no better here. In Florida we get “Rep. Matt Gaetz, R-Fla, a leader of a small but vocal wing of isolationist Republicans in the House, has introduced a “Ukraine Fatigue” resolution seeking to end “military and financial aid” to Ukraine.” And he is not alone in the US. America has (in my humble opinion) become a collection of pussies that were nice when they were nothing more than rich bullies, but that is now over, the wealth is gone and as such the field of superpowers is changing. It will soon evolve into a new setting with China (the force), Saudi Arabia (the bank) and India (the consumer), in that stage I want Russia to have as little options as possible and we might not like this, but it beats Russia having satellite nations making things globally worse. To prevent it actions were required, actions that remained absent in the west and that danger is still not over, because Iran is still a consideration and Russia likes a nation with so much anti-American sentiment. As such the evolution that the Arab League is making makes a lot of sense, I prefer these two listening to Saudi Arabia than taking snacks and ‘carefully considered actions’ from Russia, because that will surely make things a lot worse. 

And now as we see more and more technology interactions between Russia and the UAE, economic values will spread all over the Middle East, which is good. Yet they also fall away from American shores which is not that great, especially when you see that America remains one step short on defaulting on their loans. 

Yay, Monday!

Enjoy the day.

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May 13, 2023 · 18:09

A weekend of revelations

Yup, this happens. However, before I go there, I need to take you on a little trip. It all started in January 2022. I set the design for a new Watchdogs game and I wrote about it in ‘Looky Looky’ which I published in February 2022 (at https://lawlordtobe.com/2022/02/13/looky-looky/) it was the second time I made mention of it (I could not find the first one). Yet at times reality catches up with gaming. That much was clear when I saw ‘Google’s ‘translation glasses’ were actually at I/O 2023, and right in front of our eyes’ (at https://www.zdnet.com/article/googles-translation-glasses-were-actually-at-io-2023-and-right-in-front-of-our-eyes/), my gaming idea was ahead of reality by almost a year, which is not a bad marker to have. It also shows that I had a much better grasp of the IoT world than some proclaim I have (which is nice too). Here we are one step away from pictogram deciphering. So as we are given “unlike Google Glass, this new concept, which didn’t have a name at the time (and still doesn’t), demonstrated the practicality of digital overlays, promoting the idea of real-time language translation as you were conversing with another person.” The nice side effect is that my approach to Augmented Reality is now close to completion. Yes, Google might have the glasses, but I have at least three more options and they are all about to become Public Domain, which might not make me rich, but it shows I was right all along. In addition to this it will bump my other IP, as well as the 5G plus plans I had. Which is still wishful thinking, but with more and more of my early writings becoming reality, it shows I was on the right track all along.

The side effects are nothing to be sneered at. I get that, but a dozen greed driven fuckers poisoning the well aren’t nice either and I will turn all my IP public domain before I let some fat fuck come at me with the “let me help you matey”, that person has no idea what a ‘mate’ is, all greed driven, all bullet point driven and utterly clueless in nearly all IT manners.

So as we realise “Twelve months have passed and the popularity of AR has now been replaced by another acronym: AI, shifting most of Google and the tech industry’s focus more toward artificial intelligence and machine learning and further away from metaverses and, I guess, glasses that help you transcribe language in real time.” We see that at Google, there is an equal distorted sense. They might have mentioned AI 143 times as ZDNet counted, but AI is not real. AR on the other hand is here now and it could have much larger repercussions for retail and malls. I wrote about that a few times over and even as Gucci and partners are on track, a lot is not and that was the larger stage for Google. 144,000 malls with many well over 100 shops. And that was also the profit setting. Do once and distribute to well over 10,000 malls at a time. It does depend on the amount of malls a shop is in, but the message is clear. AR is the direct future and will have an evolution over a few other matters. 

The second revelation (for me) was given by something called the Verdict (at https://www.verdict.co.uk/sap-google-cloud-team-up/) there we see mention of SAP and Google teaming up. Unless you have larger BI involvement you might miss it. Yet the stage of these two working together is a much bigger hit then you think. With SAP Dashboard and Google statistics there is a new field growing and it is there for everyone, which is the start of decline for Microsoft. A company that is now the focal point of PHAAS, and as I saw today the howling laughter of people trying to install their Office365 only to learn that their subscription ended in 1968.

I initially thought it was a direct attack to a person I knew, but it is happening all over the place. Microsoft has serious issues and all whilst they are trying to acquire gaming firms for 68 billion more. Yes, that is the place to go! As such Google already had a clear advantage, but now with the SAP link all corporations that are above small businesses, Google will have something more to offer and SAP as well. A stage that was in the making and when Adobe joins that team the disaster moment for Microsoft is pretty much complete. I cannot tell how this unfolds, but the larger stage is Microsoft dropping the ball all over the place and now that we have Google and SAP picking it up, the losses for Microsoft will increase and within a year they will be massive and as such the small firms dumping Office365 and joining the Google family will pick up more and more. Now however it will not merely be Google, SAP solutions will be all over the place hindering IBM Watson growth as well. There was a large slice of the pie for whom IBM Watson was just too big, to cumbersome, but as I see it SAP has that under new management. And as IBM Watson goes, so do all the blue settings (Azure) that Microsoft was hoping for, it is almost pathetic how that translates into ‘wishful thinking of unrequited love’ (me howling with laughter now).

Yes this is quite the revelation weekend for me. I should consider another gaming IP for Amazon Luna and Sony. There is something rewarding to kicking a corporation when it is on its knees thinking it was too good for anyone else. The joy of being mean (not a synonym for average). 

Enjoy the weekend. I am, that much is a given today.

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May 12, 2023 · 00:17

Spend, spend, spend

Yes, that can be seen as spending three times over. We are of course referring to the debilitating debt the US has and now it is about to cost them a lot, in the larger stage this has had my attention for some time, but today three articles brought it to the top (yet again). The first one comes from the CBC (at https://www.cbc.ca/news/world/debt-ceiling-us-scrap-1.6836090) where we see ‘The U.S. debt limit is again stoking fears across the globe. Why not just scrap the thing?’ There are of course several answers to that part, but it is ““I don’t think there’s any reason to have it exist anymore,” said Douglas Holtz-Eakin, former director of the Congressional Budget Office, who is the current president of the right-wing think-tank American Action Forum.” I think that Douglas has been sniffing the alternative Gatorade. You see, if there was no reason to have credit limits, I would take out a $50M loan with my IP as collateral and move to Dubai. Have a nice one floor apartment and live of the rest with $300K a month at my disposal until the day I die. The reality is that we all have credit limits and most of us have a credit limit that is in the basement. As such nations and governments have limits as well. It is the idea that Americans think they do not have one, but that is a false assumption. It might have had a delusional ring of truth when they were a super power and when they had all the innovations, but they first off shored the knowledge they had because the board of directors had more bonus options, but they are now either retired or mostly dead. Now India has that power, now Saudi Arabia is the innovative player and now China is about to become the one true superpower. All negative things for the US, but this is what they wanted and they shunned Saudi Arabia too often and now they lose them as an ally as well. The one player that really has all the cash is shunned. Well done America! In the mean time spending went on and it was catered to by people who have close to no ash in the first place. Now the Fortune 100 have less American companies and several of them have a spin on what they really own. The largest players who really have things are Google, IBM, Amazon and Adobe. The rest are wannabe collapsing entities. There is Netflix, but they will be in turmoil for at least a year and there is no way to tell how they are pulling through. Facebook is under the gun and they are about to lose another segment, in the meantime Meta is nowhere near ready. 

So off to article two, this is Reuters (at https://www.reuters.com/markets/us-debt-standoff-overshadows-g7-finance-leaders-meeting-2023-05-11/) giving us ‘US debt standoff overshadows G7 finance leaders’ meeting’, which could be true. You see, Japan is in deep waters, optionally too deep, but that requires financial knowledge I do not have, what I think is the case, is that they are too deep in debt and when the US goes, so does Japan. The 7 nations are Canada, France, Germany, Italy, Japan, the United Kingdom and the United States. Italy and France are already in deep waters, in part of the overspending my Mario Draghi, in part of a slowing economy. The UK has its own set of troubles which basically leaves Canada and they cannot hold the fort by themselves but that is the group that is in some kind of meeting and the conversation to raise the debt ceiling is a farce, they all know that the US is fighting of shadows of their former selves all alone, all because no one was willing to do something about overspending and they are decades too late in overhauling their tax systems. All these small issues line up to a setting where there is soon an America defaulting on ALL their loans, bonds collapse and that also pushes Japan over the edge. The Reuters article also gives us “U.S.-China tensions also cloud the outlook for the global economy that is already under pressure from signs of weakness in the world’s second-largest economy China.” This is a stage that I find debatable, from my point of view (optionally not a correct one), the Chinese economy is already surpassing America and now that they have the stage for the Middle East with larger venues into Saudi Arabia, they surpass America. The fact that Saudi Oil can now be bought with Yuan is the one push America never needed and never really could handle. With Saudi Arabia about to launch their own version (in English) of Al Jazeera will mean that advertisers have an alternative to Fox and CNN and when that channel branches out to Indonesia, Egypt, Bangladesh and India, the numbers will vastly surpass 500,000,000 viewers. In this I didn’t even consider Pakistan at present. As such where do you think Advertiser will go? America pushed the wrong buttons for years and now their birds are roosting in other nests. The third is also Reuters (at https://www.reuters.com/markets/us/yellen-warns-us-default-would-threaten-global-economy-undermine-us-leadership-2023-05-11/) giving us ‘Yellen warns US default would threaten global economy, undermine its leadership’ where we see “U.S. Treasury Secretary Janet Yellen on Thursday urged Congress to raise the $31.4 trillion federal debt limit and avert an unprecedented default that would trigger a global economic downturn and risk undermining U.S. global economic leadership” in this I personally believe that the US hasn’t been a real economic leader for some time. It started just before the age of Trump as the US learned that they could no longer afford the things they were doing and now these accounts are all coming up empty all at the same time. So at the end we are given “Yellen said Republican brinkmanship on the issue amounted to a “crisis of our own making” and that just the threat of a default could lead to a downgrade of the U.S. government’s credit rating, as occurred during a debt ceiling fight in 2011.” I personally feel that this is totally bogus, the issue was overspending and both sides of the isle were doing that and both sides were doing that. In addition they alienated the one player who was loaded, the rich relative was made a pariah and that didn’t sit well with that relative. This is why I approached them with my IP. I feel better when someone with the cash pays for my IP than the fakers who have a maximised credit card, implying I would be without cash for too long whilst they walk away with my multi billion dollar IP. I will not allow Microsoft anywhere near it, as such I would have no issues selling it to Tencent Technologies (with a few attached clauses mind you). And I have reason. A clear solution that could have given Google and/or Amazon billions was shunned by them giving me the excuse to go wherever I needed to go to get my golden retirement. And they connect. You see, they are all about contracting economies, all whilst innovation will go where there was no one and in my case in several cases there was no one, only in one case there was someone (Gucci), but they are only on one side of one IP I had and I had several other venues connected to it, optionally to android phones as well. And you see that same issue here. We see ‘raise the debt ceiling’ whilst 4 presidents did not stop overspending, it was not an issue and now as they lose tens of billions in industries that are all headed for China, they are all up in arms with “Yellen wants G7 debate on restricting investment to China”, just like the Huawei issue and we never were EVER given any evidence regarding Huawei. That is the effect of a bully who lost whatever innovation they had to players who were truly innovative and now they are running out of time, they are running out of fairway and they have nothing left. Two elemental parts were ignored for too long the first was overhauling their tax system, the second was overspending and in 2011 the point of no return was reached, both Democrats and Republicans worked together in making that happen and China merely waited for it to collapse and that is now about to happen. Will there be another raise? I cannot tell, but this is not enough, after this one another one will come and that is how this game is being played, almost like bluffing in Omaha poker, the issue is that bluffing is too dangerous and can often fall flat, for someone to think that they can bluff for this long is a new level of delusion. 

No matter what, we are about to find out how much longer the US can play that game and they returns to the stage of tax the rich, another delusional setting, which by the way works out well for Monaco, the Bahamas and Dubai to name but three where the retiring rich could go to actually enjoy their cash. 

Enjoy your day unless you have a PacWest Bank account, at that point you are decently screwed at present.

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May 11, 2023 · 00:38

The bigger shift

The news that caught me today is (at https://dohanews.co/saudi-arabia-mulls-launch-of-english-news-channel-to-rival-al-jazeera-reports/) giving us ‘Saudi Arabia mulls launch of English news channel to rival Al Jazeera’. I actually originally got it from the Financial Times, but they are behind a paywall, so I cannot use them as a source. So Saudi Arabia is now considering an English News Channel. This changes things. First E-Sports, now sports (Messi And Ronaldo), Formula one and now we get “A Saudi state-backed media organisation is considering the development of an international English-language news station, seen as an effort to counter Qatar’s flagship Al Jazeera network and boost the kingdom’s media influence”. I personally think that there is another reason. You see, if tourism develops in Saudi Arabia, the need for an English Channel rises and it’s need will rise exponentially. It also allows to dig into advertisement funds that have been denied them for decades. You see, the advertiser goes to where the people and the money is. The money is already in Saudi Arabia, but soon so will be the people. The stages of sports will allow Saudi Arabia exclusive news channelling and that leads to more revenue and more visibility. Even as we are given “The Saudi Research and Media Group reportedly approached media consultancies to assess the viability and scope of the endeavour, according to a number of people familiar with the project, the Financial Times reported. They said it will be the second-largest English-language broadcaster in the Arab world, after Al Jazeera English, although the preparations are still in the early stages.” And this is not all, there is another reason. As western media ‘embraced’ their Share holder, stake holder and advertiser approach to filtering information. They lost credibility and the audience. Most places no longer call it news, they refer to it as information entertainment (Fox anyone?) In addition to this, the west would finally get real information on Aramco (not filtered by Brent), on SAMI (not filtered by the pentagon) and sports. It would even propel interest into things like Camel racing, the Emirates Ice Hockey League and from that we could see the development of a Saudi Ice Hockey league. We know that they are still not a member of the International Ice Hockey Federation, but to see Saudi Arabia grow teams in Jeddah, Dammam and Riyadh, taking on the UAE teams from the Emirates Hockey League (EHL). We could see names like Abu Dhabi Scorpions, Abu Dhabi Storms, Al Ain Theebs, Dubai White Bears, Dubai Mighty Camels propel all over the western TV stations. 

If the west is embracing sports Saudi Arabia has the making to replace a whole collection of news channels that lost too much credibility. And it isn’t merely influence. As I personally see it the KSA lacks perception and awareness in the view of the non Arabian people and this could be a first step to open that door. Beyond that there are several markets where the KSA could set foot into and in this world in this current economic climate that will go a long way, what is important that the first steps are made setting the larger stage towards doing something and that is where it is at. Will it happen? This happening is a logical step after setting claims towards E-sports, Formula 1, Football and Ice hockey. Beyond that is the stage where the people will get first looks on the Line (that long building) and several other innovations coming towards us from Saudi Arabia. 

A bigger shift is underway and the US with their deceptive ‘entertainment’ like Fox and even CNN, they will have nothing to counter it. In the last 5 years they wasted too much credibility opening the door to other players and as I see it the KSA stands to add an audience of close to half a billion in the first 2 years, would you like to see the advertisement money on that pool? 

Enjoy the day before Friday.

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May 8, 2023 · 10:33

The driven mind

I need to take you on a little journey. Last night I had to look up two teams. Dubai (of all places) has two hockey teams, the Dubai White bears and the Dubai Mighty Camels. That led me to the fact that they both have the Dubai Mall Ice Rink as their home rink. The important info like what makes someone from Dubai select one or the other was not revealed. Is it like a suburb, is it a north, south, east or west side selection? But that got me to the Dubai Mall Ice Rink and what I saw blew my mind. The rink is ACTUALLY part of the mall, you can stand a level higher, walk out of a shop and watch the game live at that location. Apart from the fact that I have never seen anything like that, the Dubai mall is as far as I have ever seen it the most beautiful mall in the world. I got that from the video ‘Dubai Mall | The World’s Largest Mall | Weekend Shopping’ (at https://www.youtube.com/watch?v=xvjyuMcCcdI) and that place is amazing, but that go me to the video. A video of a person fast walking through a palace. Straight view like the filmer was wearing blinders. We never see the windows of the shops. I saw the waterfall (which was awesome) and I saw a whole other range of things, but the real deal, the mall. I saw too little, no real view on the shop windows, no real view on the building interior. Like a rat running a maze, never wondering what the walls look like and this is not a simple cardboard wall, these are walls of marble and gold. The shopkeepers take every effort to make their place the best looking place on the planet and the filmer rushes by them like one attracted to the smell of cheese just a corner away, just the smell, never the sight. What a shame to show a mall, that mall of all places like that. 

If you want to see more of the actual mall there is ‘Inside Dubai’s $20 Billion Dollar Mall’ (at https://www.youtube.com/watch?v=z8ockpQebDA) more of an advertisement, but you get to see some of the real wonders in a mall and what a mind blowing experience it is. I took a look at a few more videos. The idea that my augmented reality solution is deployed there is awesome, but there is one consideration. This mall engages people, at that point the AR solution is mere advertisement. That is not bad or wrong, it merely is a consideration. On the upside there is a hockey rink, as such I see it the Dubai mall is as close to heaven as I am likely ever to see it.

But the driven mind seeks information. The chase video is nice, but watching a rat race will tire the mind soon enough, the filmer obviously never considered that part of the equation. I tend to over-consider these parts and of course (in light of my IP) looked for bookshops and found no information and more news then I wanted. Still, I got that information too. And what I found was an interesting part. This is the place where my IP has the least power, it actively engages audiences in many ways. It is clear that the people behind the Dubai Mall have figured out what creates an engaging environment, other malls should take notice. Not with the aquarium, 99.5% of the malls in the world do not have that kind of funding, but the options to engage with customers, a kids zone, the souk. Local solutions that could be transformed for people in Canada, the UK even French malls. And whether it is local culture, Arabian culture or both. Malls need to create engagement. My IP was designed for it and for me Dubai Mall was a revelation. You see, it is not when IP is maximised, it is when you s IP becomes less effective, that is when you see more, as such Dubai Mall was a revelation. My IP will still have value, not as much as in many other places and that is the cornerstone, the niche if you want to call it. As the borders of your niche are more clearly defined, you get the option to define new borders and optional new additions. It wasn’t given by a blank slate, it comes from seeing your limitations, the stage we face when others are already there and Dubai mall is clearly in the engagement phase. 

As such my mind is not trying to warp IP to fit their vision, it becomes a field to see what could be added to give the IP more value. This is what drove my 6G consideration to create a larger stage for Real estate a new propagation of real estate. As such I wonder if my AR solution will get new options to grow, new tentacles to grasp new opportunity, if we see the IP as a solution to grow, we need to test the IP in a place where it has little options to grow, because that is when we see what other directions become possible?

Have fun today, the first day after the weekend before.

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