Category Archives: Media

October 1, 2025 · 06:31

The Delphi setting

That is always merely a breath away. At some point the decline of Oracle became a setting and the looting of the place by the Byzantine Constantine the Great contributed to the Demise of this place. But for the most part I have never heard that Oracle became a non issue. It always struck me weird that this never happened. Even today most of us call the givings of the gods ludicrous, or perhaps better as the Catholics might say sacrilege. Yet the power of the Oracle of Delphi has seemingly never waned to zero. 

This is the thought I had today as yesterday the news of Oracle was pushed to the core (mostly at Yahoo Finance) with all kinds of messages. We start with ‘Oracle (ORCL) Initiated at Sell by Rothschild Redburn, $175 Price Target Set’ and it is followed by “According to the firm, the market is materially overestimating the value of Oracle’s contracted cloud revenues. In big, single-tenant, large-scale deployments, the company acts more like a financier than a cloud provider, “with economics far removed from the model investors prize.”” As well as “Oracle’s five-year cloud revenue guidance is equal to $60B in value. This reflects that the market is already pricing in a “risky blue-sky scenario that is unlikely to materialize.”” My first issue is “Why?” You see, even as I do not trust (or believe) AI, its foundations is set on data as it always was set. Data is the holy grail of AI that much is certain and it will proceed to be for decades to come. So, who will you trust with your data? Microsoft with its Azure? As I see it Microsoft can’t see real innovation through the brushes of their own proclaimed innovation and as hackers proclaim that Israel is storing a particular form of its ‘defense’ data in Azure, there might be a security issue as well and that is a total blocker. There are good data solutions in Google, IBM and Amazon, but they all consider Oracle to be the Rolls Royce of data carriers. Then we get the next setting of ‘Nvidia And Oracle Headline 7 Promising Stocks With Mojo: Analysts’ and as they give us “What’s especially impressive is that these stocks are already up 30% or more this year. That blows away the 12.9% gain by the S&P 500 this year. So these are the big winners Wall Street still has high hopes for.” As such we see that in spite of all the stupidities the American political engine performs these two are kind of hot and it makes sense that they are, even if I have some reservations, there was never a doubt that Oracle could grow through it. Making the Statement from Rothschild debatable and me without economic degrees calling Rothschild on this is better then sex (even if Olivia Wilde would call on me in the next hour calling me a fucking tool, this is followed by a rather loud giggle by me). So when we get to ‘Why Oracle’s Cloud Computing Deals With Meta Platforms and OpenAI Make The “Ten Titans” Growth Stock a Top Buy Now’ A setting that the Motley Crew gives us (what do they know of IT?). We are given “the company announced plans to increase Oracle Cloud Infrastructure (OCI) revenue by more than 14-fold in five years. But that news proved to be just one splash amid a sea of waves. Reports indicate that Oracle and Meta Platforms are in talks on a $20 billion cloud computing deal. And Oracle and OpenAI are building on their $300 billion partnership with the rollout of five new data centers custom-built for artificial intelligence (AI).” No matter where they are, a setting of a 1400% revenue growth in 5 years is massive, unbelievable massive. Now, no matter how this turns, the one day lightbulb who believe in their AI settings will have to invest the money to make it work and that is the beginning of a setting where Oracle wins, no matter how that turns out. As such the AI wannabe’s are fueling the increase and funding the foundations of these data centers. And we are given “Google Cloud serve a variety of general compute customers. However, Oracle’s data centers are specifically designed for AI.

Oracle is a good example of why lacking a first-mover advantage isn’t a deal-breaker. Oracle’s data centers are newer and faster. And it’s bringing over 70 of them online in just a few years, which is why it expects OCI growth to reach an inflection point in fiscal 2027.” I reckon that it will serve several purposes, but it is more AI set than other centers. Although I have no real idea where Amazon and IBM stand. I reckon that Oracle could cater to the needs of Snowflake and allow its customers to grow their needs and it will do so a lot better than being a little IT guy Azure blue with questions. I saw the need for applications in the lost and found section that could grow adaptation by nearly all airports and when you are in, you are in. I reckon that Interworks should talk to adaptation Snowflake through Oracle, but that is just me.

Then we get an article that matters (at least it seems to). We are given ‘Analyst Says Oracle (ORCL) Deal With OpenAI is ‘Very Risky’ – ‘Not a Customer That Can Pay Their Obligations’’ and I see “One is if you go back to the transcripts from Oracle Corp (NYSE:ORCL) for the last few quarters, you’ll see that it’s not just the last deal from OpenAI that increased their backlog. It’s actually been several quarters where it’s really OpenAI that’s been driving all of this. Having that is the only thing that’s added value to Oracle Corp (NYSE:ORCL) is very risky. That’s not a customer that can pay all their obligations. They’re double, triple booking, maybe quadruple booking capacity. They will not be able to live to those obligations. So if you’re adding $400 billion of market cap to Oracle Corp (NYSE:ORCL) based on that, I think we should revisit the math.” OK, I am in (not knowing the math he talks about), and we see “OpenAI is expected to burn about $115 billion over the next four years and is not projected to be profitable until 2030. Even after Nvidia’s latest $100 billion investment by Nvidia, OpenAI will likely need to raise over $200 billion in total funding to cover its commitments. Some analysts believe Oracle may need to borrow tens of billions to build enough data centers for the deal.” OK, that sounds fair, but some seem to forget that Larry Ellison is worth 344,000 million (sounds much better then 344 billion) as such he can get those numbers without any question. And if he is right he will triple his value overnight as these data centers come online. And that is when the article shoots itself in the foot. They do it by giving us “While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.” You see, no matter how great the idea is, it will still need data and Oracle is the best. They can side with fast talking sales people at Azure and see their projects fumble and watch delay after delay happen. As those promising returns fall to ash you can contemplate your choices. That being said, any AI idea is temporary at best, as such the investment in an Oracle engine seems a much better setting and these people have been in data for decades. As such I see the value and the foundation of Oracle, even if some do not or question the setting of Oracle. 

I wonder how Pythia sees my predictions and even as I am called ‘duly’ to serve Apollo (I serve Lord Hades in all things) the foundation of predictions is seemingly driven by personal insights and I have been at the foundations of data going back to 1982 so I do feel I am on the right track.

Have a great day and don’t forget to chew your laurel leaves, whether you are about to enjoy a coffee or not. Oh, get your coffee quick, the US government shuts down in 7.5 hours.

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September 30, 2025 · 12:09

Former Tinseltown

Well, they just picketed for a better situation, then there is a fire and now President Trump walks in and makes a ‘proclamation’.

Now, we all have those rolling eyes moment, but I reckon this is the first time it will cost Los Angeles (read: Hollywood) will they have to pay an additional few billions and they weren’t going great to begin with (to no fault of their own).

You see, if we take a ‘few’ examples. We see:

Jurassic World: Rebirth$867,114,68260.8%
F1: The Movie$626,214,58669.7%
Smurfs$89,700,00074.3%
Inside Out 2$1,698,863,81661.6%
Godzilla x Kong: The New Empire$572,050,01665.7%

Now these aren’t the big hitters, but the impact is easily seen. The total global revenue is seen and how much INTERNATIONALLY was brought it, so as such I reckon it is easy to hit those numbers with a tariff as well, the president said it was 100%? OK, that is what we will do, hit a tariff over (30%) it and I reckon that Hollywood will be screaming like a little bitch (or like a scream queen) for all that lost revenue. 

When will this president learn that gracing everything with a tariff does not get him anything, only handing the option for European Markets and Asian Markets to do exactly the same? 

And it is not the the world has alternatives, WE can get our movies from Canada, UK, Europe, and in streaming there is more then Disney Plus and Netflix. We can get movies from Shahid, ADTV (Abu Dhabi TV), Viki and others too and several offer free options. As such this was a really bad move as the people all over the planet need cheaper options and you just gave a dozen channels to branch out to Europe and the Commonwealth. So as interest in the ‘Americanized’ channels recede their advertisement money will decrease as well. So how was this a clever move?

And as I see it, Canada is happy to branch out, but so are the movie makers in Saudi Arabia and the UAE, that is the one move they hoped would come and soon there will be an influx of Arabic content in Europe and the Commonwealth. 

So in short, there will be a decrease in revenue to America due to tariffs, Advertisement money will go down and interest in American materials will also decrease. And as I see it, the others will also claim “Thank you for your attention to this matter” mister President.

A lovely day it is, I reckon I might get a few minutes of Schitt’s Creek, Dubai Bling or Qalb Al Adala into my daily watch scheme. Oh and these 5 examples might cost Hollywood a simple 735,798,409.28 (if we charge Hollywood 30% over our ‘brought’ income, so what do you think the other 360 annual movies will give to us? This tariff joke works both ways.

I reckon this might be the sillies move the American administration has brought to its own shores. Hollywood was already fighting an uphill battle, but this might be the traffic threshold set just before the top of the hill that will stop whatever they had going for them.

I reckon there will be a few rounds of Champagne for everyone in the Vancouver Film Studios tonight.

Have a great day and for the desperate American Actors/Actresses, please take note at (https://adtv.ae/en/about-us)., they might be looking for you, there is now too much competition in Hollywood. Oh and all this wasn’t a great intelligent academic work. Anyone with an abacus could have numbered this whilst having a coffee. 

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September 29, 2025 · 15:24

And for today

That is what I was thinking. I saw the news (at https://www.arabnews.com/node/2617052/saudi-arabia) where I saw ‘KSrelief undertakes new food and medical initiatives in Africa’ and I was off to the races. It is mostly because the western media refuses to give us anything on what they do. They think the boobies of Kim Kardashian are much more news worthy. So as I see that they “The King Salman Humanitarian Aid and Relief Centre (KSrelief) has launched and concluded several major relief initiatives across Africa this week, according to the Saudi Press Agency (SPA).

In Ouagadougou, Burkina Faso, KSrelief inaugurated a large-scale food security support project designed to help the country’s most vulnerable communities.” I will make space for this (especially as the news worthy media does not). And for that the “SPA reported that the program will distribute 38,900 food baskets, each weighing 40 kilograms and containing essential food items, reaching approximately 233,400 individuals across multiple regions. The initiative forms part of Saudi Arabia’s pledge to support the Lake Chad region, a commitment made during the 2024 Jeddah Donors’ Conference.”The idea that this touches over two hundred thousand people in multiple regions is nothing short if miraculous. I initially would like to think the massive amount of drivers that were needed to bring this to the people as that is my expectation, but I have no idea how many drivers this would take to these trips. And when we see in that same setting giving us “According to SPA, an 18-member volunteer medical team performed 28 open-heart surgeries, 95 cardiac catheterization procedures, and three transcatheter aortic valve implantation (TAVI) operations.” We need to see the massive amount of good that KSrelief does to the world and in this case to Africa. 

As for the other news, it is a little more questionable. Irani News (at https://www.iranintl.com/en/202509284910) gives us ‘Khamenei adviser urges joining Saudi-Pakistan defense pact’ I have issues here. It is nice that they want to sit under the Atomic Umbrella it provides, but Iran has been Thumbing the nose towards Saudi Arabia (and others) by setting channels of. Communication with terrorist organisation like Hamas, Houthi and Hezbollah, making them proxy members to say the least. My personal setting is that Iran at the very least will disavow these connections and stops fueling the wars that they have been. Any settings found in the future makes them automatically no longer eligible for this Saudi-Pakistani defense pact. And with the setting of “Major General Yahya Rahim Safavi told state television on Saturday night that the agreement between Riyadh and Islamabad was positive and proposed Iran, Iraq and others also take part. “Iran, Saudi Arabia, Pakistan and Iraq can reach a collective defense pact,” he said, while acknowledging that US influence over Riyadh and Islamabad may limit such moves.” We should realise that there are off course stabilizing benefits to this, but the danger that Iran poses with its ‘three terrorist allies’ is no guarantee that they have the stabilizing issues that they are proclaiming that Iran could face. As I personally see it, Iran was a seat on the Muslim-majority Defense pact and it wants a bigger seat on the Islamic table and that should never be allowed before their have adjusted the points of communication they invoked through terrorism. 

The world (and in particular the Muslim setting) of a stabilizing setting with Saudi Arabia, United Arab Emirates and Pakistan are much better served with Iran on the outside of that equation. Iran did this to themselves and now that Israel has had enough of the setting that Iran provided, Iran wants to hide behind a nuclear umbrella whilst it keeps on setting fires to the middle east. I don’t think it is a good thing and it should not be allowed. As I see it Major General Yahya Rahim Safavi will have to remove the coal coals it dispensed over the middle east and in a first setting needs to remove Hamas, Houthi and Hezbollah channels of support from the table. 

OK, it is clear that I am no person of interest to Saudi Arabia and I do not think they would ever see me as a party of influence here, but that is what I believe. And whilst we are at it, how much support has Iran given to these three parties in the last 5 years? 

I reckon that removing these three from the ‘free oil wells’ of dollars is a absolute first in this setting and any support found from Iran will without any delay thrust them outside the Saudi-Pakistani defense pact. 

That it for today, time to enjoy a lovely coffee and perhaps a small pastry, have a a great day.

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September 28, 2025 · 17:58

A few days ago 

A few days ago we had the impact of the ban of Jimmy Kimmel and that impact it had. Disney need to raise all awareness flags because like the little weasels they seemingly are, the subscriptions were cut. According to some sources almost $4 billion in subscriptions were lost. Some will howl with laughter, but the impact is a little bigger. You see, soon after that (at https://www.cbc.ca/news/business/disney-subscription-increase-1.7641020) we are given by CBC that ‘Disney+ is raising subscription prices for the 4th year in a row’, one could say this is exactly why I prefer physical media, but Disney wants people to ‘embrace’ Disney plus forever. That Will never do for me. So as the CBC is giving us “Starting Oct. 21, the ad-supported Disney+ plan will increase by $2 US to $11.99 US per month, while the ad-free premium tier will rise $3 US to $18.99 US a month. Annual premium subscriptions will jump $30 US to $189.99 US. Bundled packages combining Disney+ with Hulu and ESPN+ will also see price hikes, according to the company’s website.” This makes them more expensive than Netflix. We see all the iterations and the settings that others bring, but the short and sweet stuff is that there is a case to be made for owning physical media. You see, what these streamers seem to forget is that the subscription will have two sides. The subscription and the price of internet streaming. Some providers have ‘a tentacle’ setting that those bytes are disregarded from your internet subscription. Yet as I see it, when the going gets tough, those ‘arrangements’ will fall flat and the prices really will add to the equation. And as we are given “The price increase also appears to apply to Canadians. An email sent to a Disney+ subscriber and reviewed by CBC News shows that the cost of a premium subscription will jump from $119.99 to $159.99 on Oct. 28, though it’s unclear if there are other Canadian price increases” we see this setting (optional) in “it’s unclear if there are other Canadian price increases” but we need to reconsider some streaming solutions and weirdly enough. I raised that very topic in ‘Choice, can you choose?’ which I brought to you on January 9th 2021 (at https://lawlordtobe.com/2021/01/09/choice-can-you-choose/) and there we see the setting evolve and I was only 4 years ahead of the rest. I also (not there) raise the setting that someone brings is a collective of these channels, because there is the setting that people are willing to pay $20 a month for both Disney+ and Netflix, optionally a little more for others to be included. So when you have Netflix $18 + Disney Plus $19. Would it be an idea to get BOTH for $25? (I personally would prefer $20), but that is where the setting is set. At present the setting does not allow BOTH to be included and in this time where (especially the Americans) will have to live on the Roman setting of Bread and Games which was opted be the Roman Poet Decimus Junius Juvenalis and as I see the setting where “Roman government used free food and public entertainment to pacify the populace and prevent revolts, a practice now used to describe any form of mass distraction that diverts attention from societal grievances” is pretty much what the American government needs at present (my speculated view). And as we see the settings of Army deployments in America, ICE dressing up like bank robbers and a whole range of other settings gives rise to my point of view. 

So will Disney evolve? Will we see the Blu-ray version of the Mandalorian? Or will we see the settings of accumulated streaming? Tune in next week when you will hear nurse Piggy say “Oh doctor, he is not 5G compatible” we look back and see how relaxing and entertaining the Muppet Show really was and we still remember that after 50 years these 5 seasons are still on the minds and in the hearts of millions of people. Well done Jim Hanson and Frank Oz.

Timeless humor is truly timeless. Have a great day and don’t get your coffee from the Swedish chef. I ordered it with the music of the Beatles and got a handful of those critters in his cup of Covfefe.

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September 27, 2025 · 22:56

So you know

I was about to bitch about something (I will after this), other news hit me. The new just gave me “Trump’s Energy Department warns that Americans could face 800 hours of blackout by 2030” I am not sure that it will be this much, but I warned for this as early as the story I published in February 6th 2023 called ‘When is a car battery not one?’ (At https://lawlordtobe.com/2023/02/06/when-is-a-car-battery-not-one/) And I did so several times. So when I saw this I had to giggle. Some people are catching up and I saw it over 2 years ago. Now there is the use of ‘could’ so it might be less, but the setting came BEFORE all the AI crap we see here, with these data centers taking up massive amounts of energy. The solution was to embrace the solutions Elon Musk already had and to do so before others buy all the batteries in the land. As such I feel kinda vindicated. Feel free to read up on my blog and you will see that I have been saying that these dangers were clear long before 2023. Elon Musk had the solution but no one took me seriously. So now as we see that in 4 years we speculatively see America has one month energy free is a little unsettling and I feel nothing. I warned others and no one took me seriously. Happy me, downer for them.

But now we go to the thing that upset me. The article was given by someone I will not mention here. But there was a Variety article (at https://variety.com/2025/politics/global/marc-maron-human-rights-riyadh-comedy-festival-1236530044/) at ‘Marc Maron and Shane Gillis Slam Riyadh Comedy Festival as Bill Burr, Kevin Hart, Pete Davidson Set to Perform in Saudi Arabia: ‘From the Folks That Brought You 9/11’’ where we see “Saudi Arabia’s upcoming Riyadh Comedy Festival is drawing controversy with several U.S. comedians blasting the star-studded event and Human Rights Watch asking participating artists to “request a meeting about Saudi Arabia’s human rights crisis,” the org. said in a statement. “The seventh anniversary of Jamal Khashoggi’s brutal murder is no laughing matter, and comedians receiving hefty sums from Saudi authorities shouldn’t be silent on prohibited topics in Saudi like human rights or free speech,” said Joey Shea, Saudi Arabia researcher at Human Rights Watch.” So I would like to make a deal with Joey Shea. Either he presents ACTUAL evidence or he shuts his fucking mouth (read: keyboard), Forever. I have gone over this for over 4 years and I have had it with the stupid Islamophobes, Or perhaps better, we ask Saudi Arabia to stop shipping oil to America and sell it to other parties. I wonder how long America will be able to stay afloat. I am sick or reposting that same lacking evidence from UN Essay writer Eggy Calamari. I think it is great that comedians get to ship their version of speaking to Saudi Arabia. I would like to have seen a share of English, Australian and Canadian comedians, but that is up to whomever is arranging this upcoming Riyadh Comedy Festival. I was always partial to the humor of Jimmy Carr, but that is me. 

So as we are setting these two issue and the second one was countered in ‘That was easy!’ (at https://lawlordtobe.com/2021/02/27/that-was-easy/) And I countered a document from the United Nation. So there.

This is the setting we are seeing and there is plenty of polarization on both sides of the isle. I cannot figure out where the hatred is coming from, but it is a massive issue as I personally see it. Lets be clear. I am not saying the man is guilty or innocent. But as I see it, the law is clear. Guilt must be established and that was never done. Moreover, I saw several loose markers in that document and that is how I see it, as such the remark “I mean, the same guy that’s gonna pay them is the same guy that paid that guy to bone-saw Jamal Khashoggi and put him in a fucking suitcase. But don’t let that stop the yucks, it’s gonna be a good time!” From Marc Maron and for him I have the same message. Hand over the evidence, or shut the fuck up. 

OK, it might be a little eras, but I get too many of these ‘claim’ whilst there is no evidence. In the men time the speculative setting of that he had taken his 19 year old mistress to Bora Bora was never investigated either. So what gives? 

And that is merely the beginning, but the idea that one month a year there is no electricity in America is a kinda joyful setting. The idea that Americans one month a year will need to find another way to spend the time. In the meantime the rest of the world will mostly continue as is. How is that for the most advanced nation in the world? 

Have a great day and I apologise for being a little direct today. 

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September 27, 2025 · 10:36

Balance of the matter

That is the setting as I see it, the balance and in particularly the Sheets balance is under attack. As we saw in Social Media

We are given “With distressed exchanges, Wall Street has found a way to restructure balance sheets that avoids Chapter 11” does this mean that financial means are no longer to be trusted in America? We get that people want to avoid their business to be seen as bankrupt, but to rebalance their books and with the approval of Wall Street is taking it a little bit far. I am not completely surprised with this action as I have said on several occasions that America is bankrupt, but to see it in action, for financial institutions like Wall Street to sound the clarion call to make it so that they appear not to be in ‘distress’ is a first clear setting for other people to take their investments out of America as soon as possible. And I get it, it is merely my point of view. So, tell me how do you react to the setting that the Financial Times is giving you? I did not read the article as it is behind a paywall, but the gist of the story is clear. And it is not about the ‘subtle’ setting of tax avoidance versus tax evasion. It is about restructuring your balance sheet. Like the Dutch banks did in 2013, the SNS bank put all the buildings in their care under a ‘bad investment’ book and the Dutch bank SNS Reaal and its banking operations, which was nationalized by the Dutch government on February 1, 2013, to prevent its insolvency and support the financial sector. As it was said (from sources) This action led to shareholders and subordinated bondholders losing their entire investments, as the Dutch state stepped in to prevent a larger financial crisis. The bad investments, primarily in real estate, led to substantial write-downs and ultimately forced the government to intervene and restructure the company. That happened before and I never accepted that action, now we see this in America on a much larger scale and it would be my (non-expert advice) to get out of their as quick as your legs (and privet jets) can take you and invest it somewhere more worthy.

This now gets me to the second setting I saw in Social Media. As some might say, Microsoft is at it again.

With ‘Microsoft said to block IDF from cloud system over use in surveillance of Palestinians’ we are given that “unit 8200 ‘violated terms of service’ in storing of phone recordings; military officials say unit backed data up ahead of time, no info lost” it is a simple setting that the backups are set towards ‘other’ sources like MySQL (or something like that) and fir the record, what evidence is there? I am not saying it isn’t true, I am asking what evidence did Microsoft have? Were they looking into the accounts of their customers? I am asking because that would be the first reason that people would drive their business to Amazon/Google/IBM/Oracle/Snowflake at the first light of day. I personally think it is the Microsoft way to make political statements and as they can slap Israel around and looking good doing it, that is what they are likely to do. Not an innovative bone in that rotten carcass (at present). And the media display is on my side of the cookie. They give us “Microsoft recently terminated the Israeli military’s main signals intelligence unit’s access to some of its services, after it allegedly used the Azure cloud platform for expansive surveillance of Palestinians, according to a Thursday report. According to the UK’s The Guardian, Microsoft told Israeli officials last week that the IDF’s Unit 8200 had “violated the company’s terms of service by storing the vast trove of surveillance data” on Azure.” (Source: times of Israel) and how was this data ‘begotten’? I reckon that the IP engines are running 24:7 to get the next iteration that Microsoft doesn’t have (this is speculative). As such there is a massive run for all IP holding cloud users to run away from Microsoft and go somewhere else. I already listed the top 4 above (in alphabetical order) and that is before we consider MySQL and whatever else is in the field. I reckon that the IDF needs to reevaluate its connections to Microsoft. I remember the IDF to be massively aware of what its technical abilities were and to see “far-left activist outlet +972 Magazine said Microsoft’s Azure software was used by Unit 8200 to store countless recordings of mobile phone calls made by Palestinians living in the West Bank and the Gaza Strip” implies that either Microsoft has too many zero day issues or there is an informer in Microsoft. My personal view is that there is no Israeli stupid enough to give +972 Magazine a hand. So my view is a little biased, but the is where I am at this time. And that will impact America too. Perhaps Amy Hood and Satya Nadella need to have a meeting with Wall Street and the Financial Times to restructure their balance sheets too, as is, they might need that assistance before too long. 

And this is where the American economy is heading it seems. So whilst we are ‘given’ ‘US economy expanded at a surprising 3.8% pace in significant upgrade of second quarter growth’ I have to wonder, is that because of the new balance sheet settings?

And if you have not used the new balance sheet methodology, have a great weekend and enjoy your coffee, for the rest I say, are you sure you can afford the coffee today?

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September 25, 2025 · 12:43

Points for consideration

I was frowning when an article from the New Arab crossed my line of sight. The article (at https://www.newarab.com/news/egypt-unhappy-saudi-pakistan-defence-pact) gave me pause for thought. The title nearly demanded it. It was ‘Undermining an ‘Arab NATO’? Egypt is unhappy with the Saudi-Pakistan defence pact’ and I wondered why.

As far as I know, the relationship between the two countries have been really good for decades. And as far as I see, the relationship between Egypt and Saudi Arabia have been good as well. Some say that Egypt and Saudi Arabia share many foreign policy and regional security objectives and have a long and complicated relationship. It’s not like me and Olivia Wilde (I love her, she hates me) ;-).

So I was wondering why that setting is and the article gives us “These debates acquire special relevance after the 16 September Arab-Islamic summit in Doha, Qatar, where Egyptian President Abdel Fattah al-Sisi called for the creation of a mechanism for the coordination of security and defence issues among Arab and Islamic nations. “The Kingdom needs to offer a convincing justification for snubbing discussions about an Arab common defence agreement in the Doha summit,” a man wrote on 18 September on Facebook.” So A man wrote this? What man? Which man? Then we get a more settled setting with ““It also needs to mention why it turned down discussions on a unified Arab army, a proposal made by Egypt in 2015,” he added. “Why didn’t the Saudis sign an agreement with Egypt?” another man asked. “Why don’t they form a powerful Saudi army?”” OK, this warrants an explanation. In 2015 there was the stable reliance on America, that America is gone. Whether it is seemingly no longer able to pay its bills, whether the fruits and nuts in American politics (US Congress and the US Senate) have become slightly too flaky for the rest of the world. Your guess is as good as mine, but the stage that America is a shape of balancing peace is gone. If in doubt ask the Ukraine. It seems that America is catering to the Russian Kremlin (say many American voices). That setting is gone and the Arab World needs its own version of NATO. That much is a given from 2024 onwards. This is complemented with “The Strategic Mutual Defence Agreement, formalised on 17 September during a state visit to Riyadh by Pakistani Prime Minister Shehbaz Sharif, commits Saudi Arabia and Pakistan to treat any aggression against one of them as an aggression against both of them, with the aim of enhancing joint deterrence and military cooperation. The agreement builds on nearly eight decades of ties between the two countries, during which they offered support to each other on numerous occasions, including in the wake of the 1979 Islamic Revolution in Iran when Pakistan deployed troops to Saudi Arabia.” And this setting is also hindering Iranian interests (which is basically Iran) and that does not go down nicely (in Iran that is). So if Iran now attacks Saudi Arabia, it might need to deal with Pakistani nuclear powers, although the initial setting to grab the nearest nuclear missile tends to be overkill. The fact that Iran would be facing a war on two fronts is enough to scurry the Ayatollah and his posse to the nearest cave and park themselves at parking level -250 of that cave.

And with the quote “The pact could implicitly extend Pakistan’s nuclear deterrence to Saudi Arabia, a non-nuclear state vulnerable to threats from Iran or other actors.” The new Arab pretty much states that. 

And when we see “Saudi Arabia is wary of over-reliance on Western allies, particularly the US, whose security commitments have been questioned amid the Israel’s war on Gaza and Trump’s record in the White House over the past eight months, the same observers said.” Which pretty much covered what I said and have been saying in the last few months. The Arab News article has a lot more and all of it is clearly top notch. One part that is not covered. When Hamas strikes out towards Saudi Arabia (not entirely impossible) and it is done on the ‘kind’ request of Iran, this setting will change Whatever Gaza is called at that time, it could result the people in Gaza relying on their glow in the dark abilities whilst wearing sunblock 5000. That one setting is not covered and it is a lot more likely than Israel ever attacking Saudi Arabia.

And don’t come with the lecture of Hamas would never do that, because they want to stay in power and they will do anything to do that, even attack Saudi Arabia. I actually fear that at some point Hamas will grow a brain and ‘attack’ one of the Neom projects, optionally instilling bad quality concrete or some other measure that makes the project fail after 10 years. That is actually the biggest fear I have. Now that Saudi Arabia succeeds, but that others want it to fail and I am not sure what measures Saudi Arabia has in place at present. 

But those were the points I had and whilst everyone is shouting on the crimes of Israel, no one is looking towards the crimes of Hamas or what they’ll do next. Isn’t that interesting too? 

Have a great day and remember, Friday is at most a day away (Vancouver has the longest to go to get to that point).

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September 23, 2025 · 11:30

The time has come

I have been sitting on a story for about three days. I have been hesitant as it is a field I am thoroughly unaware off, but it could hit me in the future and as we are given (at https://www.abc.net.au/news/2025-09-19/first-guardian-shield-collapse-asic-and-superannuation-flaws/105783328) the setting of ‘First Guardian, Shield superannuation disasters expose deep flaws in Australia’s $4.3 trillion retirement system’ we see that ABC is giving us not only cause for pause, but also cause for alarm we are set in a stage of almost desperate inability to protect our retirements. And lets be clear if Australia is set to a $4.3 trillion danger, what is the dangers towards America, Canada, the United Kingdom, France and Germany? 

I tried to illustrate dangers like this in ‘Wages of fear’ which I wrote in May 2023, two years ago (at https://lawlordtobe.com/2023/05/02/wages-of-fear/) and there I wrote “Lets be clear, this was NOT his fault, but the point where we cannot avoid what comes next was achieved. If only people had woken up a lot sooner. But there we got past a point where the problems would accelerate and now we are almost at that point. And the banks will be no help. I tried to warn you a few times over. Some of their risk and liquidity is in US bonds and when the US forfeits payment your 401K and many other things will become worth close to nothing” Now the fair question is, is this the same? I don’t think it is, but there is a larger failing into the retirement systems as it is not a hands on pathway. ABC in another story hands us “Ms Wohlers is one of about 12,000 Australians haunted by the loss of more than $1 billion of retirement savings after the collapses of First Guardian and Shield.” As well as “ASIC deputy chair Sarah Court, who has commonly described the First Guardian and Shield cases as “industrial-scale misconduct”, says the regulator acted as soon as it could. “We don’t think we missed red flags,” she told ABC News ahead of ASIC’s appearance at a parliamentary hearing on Thursday, when she was grilled by politicians about whether it was a tough cop on the beat properly identifying financial misconduct.” And it relates to the story we are given with ‘140 targeted by ASIC on Shield, First Guardian’ as I see it, a mess of a disastrous kind. Where the latter gives us “So, for example, the financial advisers are saying to us ‘you can’t hold us accountable for this because the ratings house had rated the Shield Master Fund as of investment grade’, while superannuation fund trustees are telling us the same – ‘well, we relied on the ratings houses’, or ‘we relied on the fact that these members had financial advice’,” (Source: Financial Newswire) I see it as a setting where there is a ring setting with no beginning and no end. I am in a setting where Microsoft could steal my IP and my only defense would be to convict 280,000 Microsoft employees to death and kill them myself. I get that this is utter madness, but that would be the result of one party just playing a game with other whilst that party knows that they cannot be held to account. I remember the rating houses in 2008 and they got away whilst millions lost it all. I see the simpler setting “You take from me, I take from you” and the setting that Microsoft losing over 45% of its staff (I am utterly destined to fail) making it implode on itself. Now take that to the setting of rating houses and the the truth comes out (if it ever does) the people need to react and react harshly. It is not ‘business as usual’ it will become business at the cost of souls and that is a harsh reality to face.

So whilst some will lawyer up and that is their right, they should not be allowed to walk away with even a dime. I reckon that they will sue the rating houses and those rating houses will need to get sanitized (to some extent) because losing billions is a larger setting and when Australia with their billions in losses (up to 4,300 billion) the setting for America and Canada is a lot more severe. And America up to ten times as much as Canada faces. And about a month ago we were given ‘ASIC takes further action against Ferras Merhi over First Guardian and Shield superannuation advice’ where we are given “ASIC has sought leave from the Federal Court to expand its existing proceeding against former financial adviser Ferras Merhi to allege he engaged in unconscionable conduct, failed to act in the best interests of clients, gave conflicted advice, and provided defective statements of advice whilst receiving millions of dollars.” Yet my question becomes did Ferras Merhi do anything illegal? You see, in my setting I would be, but did he do anything illegal? The setting revolves around “provided defective statements of advice whilst receiving millions of dollars”, so what makes a statement ‘defective’? You see, I am not protecting Ferras Mehri. I am looking at the following:

s12CB of the ASIC Act – engaging in conduct in connection with the supply or possible supply of financial services, which was in all the circumstances unconscionable.

So, what makes the setting of “all the circumstances unconscionable” an economist looks at this in one way and I as a law graduate and IT technician in another way. 

Then we get:
s952E of the Corporations Act – providing defective disclosure documents. As such, what makes the documents “defective disclosure documents”, I do not know and I look at them separately as that is what the law does and when merely one law falters, it all collapses (it matters later on).

Then we get:
s961B of the Corporations Act – failure to act in their client’s best interests, and what is that at the start? Most clients are ‘greed’ driven, they want the highest return and that is ‘their’ best interest. It is a hard lesson to learn that looking back the client gave the wrong advice to the advisor. I myself only work a balanced portfolio, I will never make large leaps but then again I am unlikely to lose a lot either. 

So in that setting we see:
the Court made interim freezing orders over Mr Merhi’s property. These orders remain in place until 12 December 2025 (25-024MR).
ASIC cancelled the AFSL of FSGA, effective 7 June 2025 and permanently banned its responsible manager (25-102MR).
In July 2025, the Court made travel restraint orders against Mr Merhi. Those orders prevent him from leaving or attempting to leave Australia until 12 December 2025, or until further order of the Court (25-024MR).

That is fair enough I reckon. But now we get to the settings that ABC at the top gave. We see there “In all of these cases, no criminal charges have been laid, but ASIC is heading to court to make allegations against the people at the centre of the Shield and First Guardian funds — those involved in managing and promoting the schemes.” The no criminal charges gives pause to consider that no criminal acts have transpired and when we look at some of the allegations the two that take the cake (a Tiramisu cake) is that the settings of “defective disclosure documents” must be proven and the lawyers will fight that. Then we get “all the circumstances unconscionable” and that is the ballgame, ‘unconscionable’ is not per se illegal and it is about the legality of the matter in court and that is the setting we see. So when I made a statement two years ago saying “Some of their risk and liquidity is in US bonds and when the US forfeits payment your 401K and many other things will become worth close to nothing” we see what bonds were worth 5 years ago. There we see “For the year, long-term U.S. Treasuries were by far the best-performing fixed-income investments, with a nearly 17% gain,” (source: Reuters) at present they are “the 10-year yield settled around 4.36%” that represents a loss of 13%, so who pays for that bond? This was a danger I saw 5 years ago (as uneconomical as I am) and 10 years ago I heard people to buy bonds as the interest is like free money and I stopped. There is no free ride and this is almost pushed into the AI field all whilst there is no verification in place. All settings that are interconnected and we now see the ABC giving us “expose deep flaws in Australia’s $4.3 trillion retirement system” so, what do you think you will end up with because as I see it, there is the chance that these people can do what they like all whilst there is no criminal accountability. Yes, he is stopped for now, but Ferras Merhi is about to walk away with more than $19 million in payments. As such he is willing to sweat it out for a few months. It is a lot more (like 79.2581 times more) than I ever made in my lifetime. 

So I see this case that ABC alerted me to with some suspicion. These people live by the setting of walking the edge of legality, there is no risk at that edge and I expect that Ferras Merhi is doing just that not doing anything illegal. As such 12,000 Australians are about to learn that they could lose it all without any illegal actions transpiring and I fault it to two settings (mentioned above) and we all considering setting the clocks to Islam where we see “Islamic banking prohibits the use of interest, speculation, and excessive risk. It emphasizes profit and loss sharing, fairness, honesty, and transparency in financial dealings.” By the way this setting was in place for hundreds of years. 

Have a great day and see that Statista gives us “Robusta, named because it can grow at a wider range of altitudes and temperatures, sold for 1.87 U.S. dollars in 2018, projected to sell at 5 U.S. dollars per kilogram in 2026” did you predict in 2018 that you would be setting your retirement to pay 267% for your coffee?

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September 22, 2025 · 11:43

Wrong premise

That is what I see when I get the news from CBC at present. There are two articles in play. The first one (at https://www.cbc.ca/news/politics/canada-big-step-back-from-us-data-1.7637651) where we see ‘Canadians are taking a big step back from the U.S. — and here’s the data to prove it’ giving us the settings around American travel and goods. What was a little surprise that export to the UK had risen over 60%. With “Canadian exports to the U.S. have dropped off while those to non-U.S. foreign countries have surged — a pattern that could accelerate further as the government races to cut new trade deals and help businesses capitalize on the ones that have already been signed.” And as I see it, this setting will merely increase when Canada starts infringing on American exports to Australia by setting a stronger vibe towards Canadian Tire. And I reckon that Simons could make a decent entry into Sydney and Melbourne as well. 

You see the entire commonwealth is fed up with the White House and its [CENSORED] whatever. He might have thought that he was making pointers by slapping the ABC reporter around asking valid questions in the UK, but the answer was not accepted and we have an issue with bully tactics. 

So as the US Ambassador to Canada Pete Hoekstra thinks (at https://www.cbc.ca/news/politics/us-ambassador-to-canada-disappointed-anti-american-campaign-1.7637534) that the setting of “The U.S. ambassador to Canada is expressing frustration over the anti-American sentiment he sees in this country, including from politicians, after U.S. President Donald Trump hit most of the world with tariffs.” Which might have caused concern with Mexico (not his bother), United Kingdom (not his bother), Australia (not his bother) and the EU (not his bother either). The thing that is in his plate are the 51st state mentions. That got the Canadians in an uproar and for the most other Commonwealth nations as well. There is no mention of that from him, is there. I get it. He is the American Ambassador to Canada and he doesn’t want to acknowledge the failings of his own government. He is all about calling waves, but the fact that he is unsuccessful, is due to the larger failing of his own government. So as we get “Hoekstra said Prime Minister Mark Carney’s remark in the House of Commons on Monday that Canada currently has “the best deal with the U.S. worldwide right now” has helped “take the tone and tenor of the debate down.”” Is merely the beginning of a new chapter. The old chapter is now done for and Canada will seek other venues for their goods, as such Mexico and the Commonwealth are larger allies Canada can count on. There is also the setting of the EU and optionally Saudi Arabia and the UAE. You see, it is time for Canada to seek out the revenue spending nations (Saudi Arabia and the UAE). There might be a larger audience for the CG634 currently in use in Canada and the Ukraine (the last one die to donations by Canada) as such there is ample evidence that these helmets hold up in battle. And there is more Canadian hardware that could be sold to both Saudi Arabia and the UAE. And as Canada is developing technology to counter hypersonic missiles. There is every chance that Saudi Arabia might be up for a new trade partner, if only not to be dependent on China, replacing China with America gives them a similar dependency and there Canada (Aussies too) might be a willing trade partner. And again America is seeing the short end of that trade deal and it pays for Canada to seek visibility of Canadian Tire to whatever either Saudi Arabia and the UAE have. All options that are out in the open. 

The wrong premise is not that we are sick and tired of America (optionally that too), but when. America collapses, which is not that far away at present we all need alternatives and seeking them out now is merely good business. And in light of the disaster that Disney unfolded, there is a definite chance that there are options in tourism too in Yas Island and in Jeddah too. A 3.2 million population in the Mecca province is likely to need all kinds of entertainment and as the banning of Jimmy Kimmel is said to have cost Disney a simple $3,800,000,000 there is every chance that Disney needs to tighten the belt as of this year. All settings that the American Administration called on the world and the world is answering by looking for goods elsewhere. 

So as I see it the premise we see is incorrect, everyone has had enough of the tantrums of an American Administration that can’t get his head in the game and as everyone in the Business Intelligence can tell you, loyalty was a 1960 term that cannot hold up, not after 50 years.

Have a great day today this Monday, but not to fret, Friday is merely 4 days away now.

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September 21, 2025 · 02:20

Focal points required

That is the setting I am having in 1 o’clock in the morning. The news (and the internet) is currently overloading with Jimmy Kimmel stories as well as vindictive settings against Disney and I get it. When the media who is trumpeting free speech is becoming the bitch of President Trump, people will not take kindly to this. Apparently the subscription servers at Disney went down as it was overloaded with cancellations (according to some sources). So I had to look all over the place on the settings of finding something to write about and Tom’s Hardware was one source who supplied the goods. The story (at https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-announces-worlds-most-powerful-ai-data-center-315-acre-site-to-house-hundreds-of-thousands-of-nvidia-gpus-and-enough-fiber-to-circle-the-earth-4-5-times) gives us ‘Microsoft announces ‘world’s most powerful’ AI data center — 315-acre site to house ‘hundreds of thousands’ of Nvidia GPUs and enough fiber to circle the Earth 4.5 times’ and even as I don’t care too much about what happens in Wisconsin (other than the need to protect cheeses, I really like cheese) is the fact that when I see an article with that much data, I start looking for missing data, I am wired that way and it is less than 4.5 times around the planet.

But we got something, the setting is given with “This is likely a comparison to xAI’s Colossus, which uses over 200,000 GPUs and 300 megawatts of power. Microsoft didn’t specify its exact number of GPUs nor the expected power consumption.” And that is the ball game. You see, the setting of 300MW is not just a lot, it is the entire ballgame. Now, there is evidently enough power in Wisconsin, but is it enough? Consider a simple PC. It has a 600W power supply. Now this is not the same, but I am getting to that. Take 200 PC’s, that makes it 120,000 Watts of energy. Now consider that hundreds of PC’s are needed to even partially validate the data coming into that place. You need data verification spots to do that. The larger setting could be done by data entry people, people who go over the received data and they need to work quick, almost uninterrupted. As such the quote “Microsoft didn’t specify its exact number of GPUs nor the expected power consumption” is as I personally see it, massively deceptive. Just like the stage of Builder.ai where Microsoft set it to over a billion dollars and in months that money was gone, they apparently spend it on under 200 programmers (test engineers) and that is merely the start of it. And when we talk about enough fibre to circumvent the planet 4.5 times you get 57,402 km of fibre won’t that take any energy? The numbers aren’t adding up and even as Wisconsin has energy, there is every likelihood that they ‘suddenly’ have a shortage of energy. Oh, what a damn shame and the setting of any data centre is that in case of a shortage of energy it all ends right quick, the moment the surplus hits zero, the issues start and they will immediately escalate. 

Further down that page we see the mention of Elon Musk: “Elon Musk confirms xAI is buying an overseas power plant and shipping the whole thing to the U.S. to power its new data center — 1 million AI GPUs and up to 2 Gigawatts of power under one roof, equivalent to powering 1.9 million homes”, well good luck with that idea. I am not saying it is impossible, but the setting of getting that all placed in a new location still requires a lot of concrete and not to mention the stage of the resources to get the plant going, so what is it? Gas, oil, coal, Uranium?

So what is fueling the Microsoft plant? And how much surplus energy will Wisconsin have left at that point? As I see it, there is a reason that Microsoft doesn’t give out the expected power consumption. And there are a few more items on that list, like validators (could be done remotely) so hundreds of people calling into that centre what drives the telecom settings? All issues that would have to be tackled on day one. 

As I see it, there is a lack of focal points, but as I see it, those who spin aren’t interested in that concept at all. Merely the floatation of the name in conjunction with “‘world’s most powerful’ AI data center”, didn’t Microsoft do this once before? Oh yes, the most powerful console in the world. How did that end with that Xbox series X? As far as I know it is trailing the weakest console (Nintendo Switch) by a lot and it is also trailing the PlayStation 5 a fair bit. So I am not keeping my hope up when Microsoft is juggling the setting “World’s most powerful…anything”

But then I have seen them play these cards for almost 40 years. And they could have taken advice from IBM on certain matters, like “This page is intentionally kept blank”

But that is just me.

The second setting is being pushed forward. I don’t want to write the wring thing and there are a few missing cogs in that story. Like the ‘new’ location on $4,300 billion retirement funds. And no one is talking so I have to dig.

Well, have a great day, time for Sunday to get a sun (in 4 hours) and consider looking around for freedom of speech, Disney seemingly can’t find it. 

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