Category Archives: Media

November 24, 2025 · 20:46

The call of reality

That is what seems to be happening. The first one was a simple message that Oracle is doom headed according to Wall Street (I don’t agree with that), but it made me take another look and to make it simpler I will look at the articles chronologically. 

The first one was the Wall Street Journal (4 days ago), with ‘Oracle Was an AI Darling on Wall Street. Then Reality Set In’ (at https://www.wsj.com/tech/oracle-was-an-ai-darling-on-wall-street-then-reality-set-in-0d173758) with “Shares have lost gains from a September AI-fueled pop, and the company’s debt load is growing” with the added “Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this week. Oracle has been one of the companies hardest hit” but here is the larger setting. As I see it, these stocks are manipulated by others, whomever they are Hedge funds and their influencers and other parties calling for doom all whilst the setting of the AI bubble are exploiters by unknown gratifiers of self. I know that this sounds ominous and non specific, but there is no way most of us (including people with a much higher degree of economic knowledge than I will ever have) And the stage of bubble endearing is out there (especially in Wall Street) then 14 hours ago we get ‘Oracle (ORCL): Evaluating Valuation After $30B AI Cloud Win and Rising Credit Risk Concerns’ (at https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-evaluating-valuation-after-30b-ai-cloud-win-and/amp) where we see “Recent headlines have only amplified the spotlight on Oracle’s cloud ambitions, but the past few months have been rocky for its share price. After a surge tied to AI-driven optimism, Oracle’s 1-month share price return of -29.9% and a year-to-date gain of 19.7% tell the story: momentum has faded sharply in the near term. However, the 1-year total shareholder return still sits at 4.4% and its five-year total return remains a standout at nearly 269%. This combination of volatility and long-term outperformance reflects a market grappling with Oracle’s rapid strategic shift, balance sheet risks, and execution on new contracts.” I am not debating the numbers, but no one is looking to the technology behind this. As I see it places like Snowflake and Oracle have the best technology for these DML and LLM solutions (OK, there are a few more) and for now, whomever has the best technology will survive the bubble and whomever is betting on that AI bubble going their way needs Oracle at the very least and not in a weakened state, but that is merely my point of view. So last we get the Motley Fool a mere 7 hours ago giving us ‘Billionaire David Tepper Dumped Appaloosa’s Stake in Oracle and Is Piling Into a Sector That Wall Street Thinks Will Outperform’ (at https://www.fool.com/investing/2025/11/23/billionaire-david-tepper-dumped-appaloosas-stake-i/) we see “Billionaire David Tepper’s track record in the stock market is nothing short of remarkable. According to CNBC, the current owner of the Carolina Panthers pro football team launched his hedge fund Appaloosa Management in 1993 and generated annual returns of at least 25% for decades. Today, Tepper still runs Appaloosa, but it is now a family office, where he manages his own wealth.” Now we get the crazy stuff (this usually happens when I speculate) So this gives us a person like David Tepper who might like to exploit Oracle to make it seem more volatile and exploit a shortening of options to make himself (a lot) richer. And when clever people become self managing, they tend to listen to their darker nature. Now I could be all wrong, but when Wall Street is going after one of the most innovative and secure companies on the planet just to satisfy the greed of Wall Street, I get to become a little agitated. So could it all be that Oracle was drawn into the ‘fab’ and lost it? No, they clearly stated that there would be little return until 2028, a decent prognosis and with the proper settings of DML and LLM finding better and profitable ways by 2027 to find revenue making streams is a decent target to have and it is seemingly an achievable one. In the meantime IBM can figure out (evolve) their shallow circuits and start working on their trinary operating system. I have no idea where they are at present, but the idea of this getting ready for a 2040 release is not out of the question. In the meantime Oracle can fill the void for millions of corporations that already have data, warehouses and form settings. Another are plenty of other providers of data systems.

So when we are given “The tech company Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI), thanks to its specialized data centers that contain huge clusters of graphics processing units (GPUs) to train large language models (LLMs) that power AI.

In September, the company reported strong earnings for the first quarter of its fiscal 2026, along with blowout guidance. Remaining performance obligations increased 359% year over year to $455 billion, as it signed data center agreements with major hyperscalers, including OpenAI.”

So whilst we see “Oracle is not one of the “Magnificent Seven,” but it has emerged as a strong beneficiary of artificial intelligence (AI)” we need to take a different look at this. Oracle was never a strong beneficiary of AI, it was a strong vendor with data technologies and AI is about data and in all of this, someone is ‘fitting’ Oracle into a stage that everyone just blatantly accepts without asking too many questions (example the Media). With the additional “to train large language models (LLMs) that power AI”, the hidden gem is in the second statement. AI and LLM are not the same, You only partially train real AI, this is different and those ‘magnificent seven’ want you to look away from that. So, when was the last time that you actually read that AI does not yet exist? That is the created bubble and players like Oracle are indifferent to this, unless you spike the game. It has stocks, it has options and someone is turning influencers to their own use of greed. And I object to this, Oracle has proven itself for decades, longer than players like Microsoft and Google. So when we see ‘Buying the sector that Wall Street is bullish on’ we see another hidden setting. The bullishness of Wall Street. Do you think they don’t know that AI is a non-existing setting? So why go after the one technology that will make data work? That setting is centre in all this and I object those who go after Oracle. So when you answer the call of reality consider who is giving you the AI setting and who is giving you the DML/LLM stage of a data solution that can help your company.

Have a great day we are seemingly all on Monday at present. 

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November 24, 2025 · 00:09

When the bough breaks

It is an old expression, it means “when a situation has reached the point of no return” and at this point we have had a few of these moments. First there is the setting of the President traitor Trump (not my words but I can live with them) telling us all that the 28 points was a Russian document, with Russian syntaxis, one person even told the world (via YouTube) that it was a literal google translation. I cannot say that because I have never seen the document. A whole range of politicians going all the way up to John Bolton (the former National Security Advisor of the United States)  and writer of the book ‘The room where it happened’ they all say that the Ukraine should never accept this setting. Then we get another event where ‘apparently’ the Kremlin misplaced 10 trillion rubles and they are now selling whatever gold they have to keep afloat. This gave me the speculation that two too debt ridden nations are helping each other out. It almost sounds like the passport switch. I go to Canada, from Canada I go to the United Kingdom on a British passport, I do whatever I need to do and return to Canada with a Canadian passport, no one is the wiser and from there I return to Australia on my own passport. Confused? You would be, but that is what is required to get trillions in debt written off in two places. They are in too deep and as Prime Minister Carney is now making waves in the G20 too many countries are now realising that they do not need the instability of America, Canada becomes the place to be. But that is not all.

CBC apparently reported (through LinkedIn) the image below, but that is all I see and there is nothing more and not on the CBC site either, so I am not sure where it is coming from. 

So, there is every chance it is some troll and to whomever it was (I’ll call him Vladimir) I say:

“Vladimir, go look for your missing trillions, 10 of them. In the meantime let your tool (President Trump) soil his pants because nearly all of us are through with him. Canada is part of the Commonwealth and considering that you cannot even beat the one in 20th position your weakened state you have zero chance to beat Canada, Australia and the United Kingdom, because that is where your heading to. In the meantime that so called ‘failed state’ is getting the economy on a high speed recovery and it does not have $37 trillion of debt, that southern border does might become Canadian territory (with support from the American people)”

Is that a strong enough consideration? And as I see it, the entire Commonwealth is supporting the Ukraine. These so called Russian trolls will be dealt with in the near future. So feel free to consider where you can find the trillions you misplaced and stay out of out way. Oh, and a youthful young lady by the name of Sanna Marin (former PM of Finland) had a simple solution to stop the war. “Get out of Ukraine” was her view and nearly everyone who matters agrees. 

And that war you started on  February 24th 2022 which you said was going to take 3-5 days is now 1370 days and the Russian economy is about to end with 1,165,260 less Russian men. So how will you restart the economy considering you have all these men missing, energy plants are burning down and you are about to face a new winter with apparently 10 trillion misplaced. 

But, on the upside you can have Donald Trump if you want him, apparently he is about to get impeached. According to Newsweek ‘Donald Trump Faces Articles of Impeachment Before Christmas’ all this whilst News dot Com dot Au gave us 4 days ago ‘Trump Media stock crashes to all-time lows, wiping out $5B in first family wealth during crypto slide’ so this is his sixth failure? I don’t keep track of those settings. But it comes with the setting that you take him, you keep him, no take backsies on this deal.

So am I going too far? I might be, but that is the danger when you get so much news with the setting you do not know what to trust that it might make your head spin and mine is spinning. In this there are two settings that I am unsure of. Did Russia misplace 10 trillion rubles? Trolls are on both sides of the fence, so this could be another deception. But the anger we all have with the 28 point document is too fresh in memory and Ukraine was never consulted on any of this. And the BBC (at https://www.bbc.com/news/articles/c4g95x50kdyo) gave us ‘US insists it authored Ukraine peace plan after claims of Russian ‘wish list’’ a mere 6 hours ago. So why aren’t these documents released? So when we are given “US Secretary of State Marco Rubio has insisted that a proposed 28-point plan to end the Ukraine war, which has been widely viewed as favourable to Russia, was “authored by the US”.” In the old days (when I was young) you would show these documents with mention of who authored them and who was connected to the tutoring of these documents. Yet later we get “Rubio later distanced himself from those claims and said the plan came from the US, and was “based on input” from both Russia and Ukraine.” Really? Because Ukraine was seemingly not involved, so who were the people involved? Simple settings to logistics and they are largely missing. Then we get (through the BBC) “On Saturday, Republican Senator Mike Rounds said Rubio had told a group of lawmakers that the draft plan was not US policy. He told the Halifax Security Forum: “What [Rubio] told us was that this was not the American proposal.”” So we get one person telling us different stories? What on earth is going on in America? At present there is absolutely no way that anyone is considering having a vacation there and for other reasons? As it stands America is in an almost worse state than Russia apparently is in. 

So have a great day and whilst Vancouver is enjoying Sunday, I just entered Monday. Such is life.

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November 23, 2025 · 10:29

Driving the herds

OK, I am over my anger spat from yesterday (still growling though) and in other news I noticed that Grok (Musk’s baby) cannot truly deal with multidimensional viewpoints, which is good to know. But today I tried to focus on Oracle. You know whatever AI bubble will hit us (and it will) Oracle shouldn’t be as affected as some of the Data vendors who claim that they have the golden AI child in their crib (a good term to use a month before Christmas). I get that some people are ‘sensitive’ to doom speakers we see all over the internet and some will dump whatever they have to ‘secure’ what they have, but the setting of those doom speakers is to align THEIR alleged profit needs to others dumping their future. I do not agree. You see Oracle, Snowflake and a few others offer services and they are captured by others. Snowflake has a data setting that can be used whether AI comes or not, whether people need it or not. And they will be hurt when the firms go ‘belly up’ because it will count as lost revenue. But that is all it is, lost revenue. And yes both will be hurting when the AI bubble comes crashing down on all of us. But the stage that we see is that they will skate off the dust (in one case snow) and that is the larger picture. So I took a look at Oracle and behold on Simple Wall Street we get ‘Oracle (ORCL) Is Down 10.8% After Securing $30 Billion Annual Cloud Deal – Has The Bull Case Changed?’ (At https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/oracle-orcl-is-down-108-after-securing-30-billion-annual-clo) With these sub-line points:

  • Oracle recently announced a major cloud services contract worth US$30 billion annually, set to begin generating revenue in fiscal 2028 and nearly tripling the size of its existing cloud infrastructure business.
  • This deal offers Oracle significantly greater long-term growth visibility and serves as a major endorsement of the company’s aggressive cloud and artificial intelligence strategy, even as investors remain focused on rising debt and credit risks.
  • We’ll examine how this multi-billion-dollar cloud contract could reshape Oracle’s investment narrative, particularly given its bold AI infrastructure expansion.

So they triple their ‘business’ and they lose 10.8%? It leads to questions. As I personally see it, Wall Street is trying to insulate themselves from the bubble that other (mostly) software vendors bring to the table. And Simply Wall Street gives us “To believe in Oracle as a shareholder right now is to trust in its transformation into a major provider of cloud and AI infrastructure to sustain growth, despite high debt and reliance on major AI customers. The recent announcement of a US$30 billion annual cloud contract brings welcome long-term visibility, but it does not change the near-term risk: heavy capital spending and dependence on sustained AI demand from a small set of large clients remain the central issues for the stock.” And I can get behind that train of thought, although I think that Oracle and a few others are decently protected from that setting. No matter how the non existent AI goes, DML needs data and data needs secure and reliable storage. So in comes Oracle in plenty of these places and they do their job. If 90% business goes boom, they will already have collected on these service terms for that year at least, 3-5 years if they were clever. So no biggy, Collect on 3-5 years is collected revenue, even if that firm goes bust after 30 days, they might get over it (not really). 

And then we get two parts “Oracle Health’s next-generation EHR earning ONC Health IT certification stands out. This development showcases Oracle’s commitment to embedding AI into essential enterprise applications, which supports a key catalyst: broadening the addressable market and stickiness of its cloud offerings as adoption grows across sectors, particularly healthcare. In contrast, investors should be aware that the scale of Oracle’s capital commitment brings risks that could magnify if…” OK, I am on board with these settings. I kinda disagree, but then I lack economic degrees and a few people I do know will completely see this part. You see, I personally see “Oracle’s commitment to embedding AI into essential enterprise applications” as a plus all across the board. Even if I do believe that AI doesn’t exist, the data will be coming and when it is ironed out, Oracle was ready from the get go (when they translate their solutions to a trinary setting) and I do get (but personally disagree) with “the scale of Oracle’s capital commitment brings risks that could magnify if”. Yes, there is risk but as I see it Oracle brings a solution that is applicable to this frontier, even if it cannot be used to its full potential at present. So there is a risk, but when these vendors pay 5 years upfront, it becomes instant profit at no use of their clouds. You get a cloud with a population of 15 million, but it is inhabited by 1.5 million. As such they have a decade of resources to spare. I know that things are not that simple and there is more, but what I am trying to say is that there is a level of protection that some have and many will not. Oracle is on the good side of that equation (as is Snowflake, Azure, iCloud, Google Gemini and whatever IBM has, oh, and the chips of nVidia are also decently safe until we know how Huawei is doing. 

And the setting we are also given “Oracle’s outlook forecasts $99.5 billion in revenue and $25.3 billion in earnings by 2028. This is based on annual revenue growth of 20.1% and an earnings increase of $12.9 billion from current earnings of $12.4 billion” matters as Oracle is predicting that revenue comes calling in 2028, so anyone trying to dump their stock now is as stupid as they can be. They are telling their shareholders that for now revenue is thimble sized, but after 2028 which is basically 24 months away, the big guns come calling and the revenue pie is being shared with its shareholders. So you do need brass balls to do this and you should not do this with your savings, that is where hedge funds come in, but the view is realistic. The other day I saw Snowflake use DML in the most innovative way (one of their speakers) showed me a new lost and found application and it was groundbreaking. Considering the amounts of lost and found is out there at airports and bus stations, they showed me how a setting of a month was reduced to a 10 minute solution. As I saw it, places like Dubai, London and Abu Dhabi airport could make is beneficial for their 90 million passengers is almost unheard of and I am merely mentioning three of dozens upon dozens of needy customers all over the world. A direct consequence of ‘AI’ particulars (I still think it is DML with LLM) but no matter the label, it is directly applicable to whomever has such a setting and whilst we see the stage of ‘most usage fails in its first instance’ this is not one of them and as such in those places Oracle/Snowflake is a direct win. A simple setting that has groundbreaking impact. So where is the risk there? I know places have risks, but to see this simple application work shows that some are out there showing the good fight on an achievable setting and no IP was trained upon and no class actions are to follow. I call that a clear win.

So, before you sell your stock in Oracle like a little girl, consider what you have bought and consider who wants you to sell, and why, because they are not telling you this for your sake, they have their own sake. I am not telling you to sell anything. I am merely telling you to consider what you bought and what actual risks you are running if you sell before 2029. It is that simple.

Have a great day (yes Americans too, I was angry yesterday), These bastards in Vancouver and Toronto are still enjoying their Saturday. 

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November 22, 2025 · 15:40

When consumed by anger

This happens to all of us, you, me, everybody with a soul and a decent setting towards ethical boundaries. So when I heard yesterday about the Ukrainian setting, I kinda lost it, but I refrained from acting until I had most of the evidence.

First there is ABC (at https://www.abc.net.au/news/2025-11-22/volodymyr-zelesnkyy-says-us-peace-plan-difficult-choice-ukraine/106039966) giving us ‘Volodymyr Zelenskyy says Ukraine faces choice of losing dignity or US backing, Trump gives a week for decision’, so Russians bombing civilians he gives 10 days (a few times) and this setting gets a mere week. Summarized (by ABC) we see:

  • Ukrainian President Volodymyr Zelenskyy vowed he would not betray his country’s national interest, as he addressed news of a US-led peace plan to end Russia’s war. 
  • The 28-point plan that America has presented to Ukraine endorses some of Moscow’s demands and leaves security guarantees for Kyiv vague.
  • Mr Zelenskyy has said Ukraine now faces the difficult choice to either “losing dignity or risk losing a major partner”. 

And we get in addition “after the US presented Kyiv with a peace plan that endorses key Russian demands. Speaking in the street outside his office, a location he uses only rarely for major addresses, the Ukrainian president said his country was trying to preserve its freedom while retaining the support of its most important ally.”

This is where I kinda lost it. This president Joker (his new nick name), this 6 times loser hands a helping hand to Russia?

  • He sided with Russia (Against Ukraine)
  • He threatened members of congress with hanging. (Sens. Elissa Slotkin of Michigan, Mark Kelly of Arizona, Reps. Jason Crow of Colorado, Chris Deluzio and Chrissy Houlahan of Pennsylvania and Maggie Goodlander of New Hampshire)
  • He is pressuring Canada (51st state remarks for a start)
  • He is allegedly illegally attacking nations with tariffs
  • He is a convicted felon (on over 25 counts)
  • He failed the American Economy (Tourism)

I am now calling on the Swedish Nobel committee to deny him any awards (especially the peace price) for the rest of his life. A person of this setting should not be awarded anything (except a dunce cap) Furthermore I call on any Commonwealth nation and any EU nation to give support to the Ukraine as best as you possibly can. I released several IP parts that could end Russian nuclear reactors as well as sink their naval capacity. I also have an option to take away their airfare in a new and innovative way, but that is still in the works. Russia has over 1,000 airports and I figured on a drone setting that could end that nice setting to the bulk of them, what a lovely surprise it would be if these ‘supersets’ cannot take of, a slim setting, but there you have it. DARPA was so set on finding military solutions that they seemingly forgot about the other weaknesses the airforce tend to have.

More important is the message that I and many like me support President Volodymyr Zelenskyy and the Ukrainian people, on a lighter note, who would not support this Paddington bear (2014, 2017) when it comes to it. 

And the setting that Washington gave the Ukraine, that they agreed with Russia without Ukraine is a “Washington has presented Kyiv with a 28-point plan, which calls for Ukraine to cede territory, accept limits to its military and renounce ambitions to join NATO”, so how about limit Russian forces by making 1,000 airfields unusable? How about making naval options (including merchant navy) options obsolete and redundant? And how about NATO gets to Ukraine in the next 7 days? I reckon this is only possible with British, Dutch and German forces coming together on this. France will become the buffer army for European territory. 

Am I angry enough? Well, I still have the option to making the nuclear reactors meltdown on itself and that if functional could give the Russian people a new consideration of cold, February should be frisky in Russia, so there we have it, I might not be some kind of Sylvester Stallone, but I used to be a decent marksman and there is nothing wrong with my innovative creativity, so let’s have fun on this and after that all barrels will be pointed on America for siding with Russia. I am calling for a complete segregation of economic assistance of America. Good and services. Canada is doing its part, lets see what the rest can do. When no one hands them oil, their own oil will support them and that is costing them dearly. There is no need to export their oil and get cheap oil abroad. They can all fuel themselves in America. 

I am actually this angry. If you are not an American, have a great day.

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November 21, 2025 · 21:23

Amalgamation anyone?

Several settings came across my eyes. First there is the big hit that Prime Minister Carney made in the UAE, some say it comes down to a $3 trillion dollar investment, which is great for Canada. I reckon the northern pipeline that makes America obsolete in this instance has something to do with it. Then there was the rating of 2.3 (out of 5) that Epic Universe scored and I thought that was weird, but the personal ratings with over 250 giving it a 1 rating does not lie, but there was a person who looked into this and made a solid case. The person Andrew Platt gave a good rundown, which made me wonder how Epic Universe was designed. Who was the so called ‘manager of bad times’ The rundown (at https://www.youtube.com/watch?v=Y4wgErXyV14) should be watched by anyone who want to go there. And he looked at stuff I never would have, because (until President Trump took over) I was on that bulk of people wanting to see that place. So at this time, it will be another persons problem and there will be lots of finger pointing into this mess, considering that when the weather is bad, 60% is unavailable is a rather large setting. As such Abu Dhabi and their Warner Brothers theme park upcoming will have a great time adjusting for the thousands of Europeans, Canadians and even Americans. It is the consequence of bad management and a few other matters. But these issues keep on coming. Ill be honest, I never considered these factors, but Universal management should have seen the coming before they poured in 7 billion dollars. The idea of a few hundred million to put it under a roof doesn’t seem to ridiculous now, does it? News dot com dot au gave us in April ‘$13 billion Universal Epic Universe theme park is the biggest, most expensive theme park ever’, as such I never considered what Andrew Platt reported on. So check out his video before you book an expensive hotel in Orlando. 

Then ABC News gave us a mere 5 hours ago ‘‘Buying the dip has become a dangerous sport’ as nervous global share markets dive’ (at https://www.abc.net.au/news/2025-11-21/tech-bubble-asx-nasdaq-dow-jones-sell-off-japanese-bonds/106036078) this gives us “Markets are nervous because more than $US2 trillion ($3.1 trillion) was wiped off Wall Street last night in a matter of hours. Where did the money go? Some went to Japan. Indeed, enough money took flight for some to ask whether the multi-trillion-dollar US tech bubble has now popped.” In addition we see “Bitcoin moved further into bear market territory overnight, plunging a further 5 per cent to under $US88,000 ($136,000) — down roughly 28 per cent from its all-time high.

IG market analyst Tony Sycamore recently questioned whether Bitcoin was the “canary in the coal mine” for overall sentiment in global financial markets.” I cannot argue the ‘canary in the coal mine’ because I am not that deep into anything economically related, but 18 hours ago, Marketwatch (at https://www.marketwatch.com/story/americas-sugar-daddy-just-went-broke-and-youre-stuck-with-the-bill-a74b35c9) we see ‘America’s ‘sugar daddy’ just went broke — and you’re stuck with the bill’ it, reflects my story Yesterday ‘Big in Japan’ (at https://lawlordtobe.com/2025/11/21/big-in-japan/) but with a few more angles. With “Because Japan owns $1.2 trillion in U.S. government debt — more than your weird uncle owns in grievances — and when your biggest lender suddenly discovers it can make money at home, it tends to stop financing your lifestyle. It’s like your friend finally realizing he’s been picking up every bar bill since 1985.” That setting and the others are showing the cracks in the ‘fabulous armour’ called America. Dip after dip after disaster is hitting those shores at present. And Marketwatch gives us ‘Wall Street finally catches on’ with “For months, the market was too busy pricing AI stocks and parsing Elon Musk’s latest proclamation to notice Japan’s bond yields climbing.” And as I see it, they should have been on top of all of it. They wanted their golden throne, but that implies you better keep everything under sight and that is their responsibility. So when the markets panic in the next 96 hours, it will also be on them. All by themselves it all seems manageable, but as a collected setting of bad news for America, there is a larger concern, the seams are breaking and as such the money-tub called America is fumbling in the hands of those who were managing the outcome of that revenue. 

When you come to think of it, I made a presumptuous statement that Americans would ‘invade’ Canada just to get away from America and that setting is a lot more real at this time, because when we see the Financial Review giving us ‘Major super funds count exposure to billion-dollar US solar collapse’ where we see “AustralianSuper, HESTA and the Queensland government’s investment arm, QIC, have an indirect exposure to the prominent bankruptcy case due to substantial interests in one of its biggest backers – Generate Capital. One of Generate’s directors is QIC’s head of global infrastructure, Ross Israel” a mere 4 days ago. In addition we are seeing “Pine Gate has raised more than $US7 billion ($10.7 billion) since it was founded in 2016 and owes creditors including Brookfield and Carlyle around $US6 billion. The company blamed growing uncertainty for overseas investment in the United States and hostility toward green energy since the return of Donald Trump to the White House as reasons for its collapse, along with the revocation of tax credits for solar projects.”And this is only one of many and that is before we consider the AI Bubble (which is denied to exist by Forbes) but the impact on retirement funds will be massive, in nearly any place that has put their money in this. So when the retirement funds collapse, where do you think these people will go? Where do the people go when there is no future in where they are? They go the places that has a future and at present that is Canada (Mexico too). Is this the future? 

You see Amalgamation comes with a danger. You cannot add a bucket of oranges to a bucket of apples and set the stage that you now have 2 buckets of fruit, because the analyses of fruit has different properties, but it can be done to get a little better view in the overall stage, as long as you consider that it is a flawed view and I get that. The Epic Universe stage showed me that I knew too little about that side of the flaw on the matter and me trying to explain it one way is no resolution on any other way. 

I knew that Abu Dhabi was a great vacation destination because I had done my homework on a number of things as such I knew that the UAE was a great place to see (or move to) but the larger impacts are not given, the impact can only be seen where we have all the data and some of the data is kept from us, other data cannot be verified, as such it is a terrible mess. And in this Amalgamation is not really the solution either, but it is all I have to show the dangers of some places. 

In this I bid you a great day and try to enjoy the upcoming weekend, so let’s make it a great weekend.

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November 21, 2025 · 01:16

Big in Japan

It is not a song by Alphaville, they did that in 1983 I believe. But a few months ago (May 4th, at https://lawlordtobe.com/2025/05/04/the-nature-of-things/) I raised a setting that gave us “Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.”” I had Axios and a few other sources. And that was all there was to it, the news simmered down and the news was forgotten, except that is why I have my blog. I don’t tend to forget things. So when I got the news a few days ago I saw a YouTube video that Japan was dumps its US bonds. A fear that many have. And I started to seek that news from more reputable sources. Most had nothing, but (at https://medium.com/@nationalgoldgroup/japan-is-dumping-us-debt-and-americans-will-feel-it-31ec6a1f3870) But Medium gave us ‘Japan Is Dumping US Debt — And Americans Will Feel It’ but that is all there is. Now, I would be hesitant to give this out, especially as the Financial Times and the WSJ have nothing on this, even the Japanese Times (an English version) has nothing. So what gives? Are these doom speakers? Because that news would be grim for America. They give us “That’s basically what Japan has been doing with US Treasuries since the 1990s. They’d print Yen at 0% interest rates (basically free money), convert it to dollars, and buy up American debt in the form of US Treasuries. Then they’d sit back and collect the interest payments. This strategy pumped trillions of dollars into global markets over the years.

And more importantly, this arrangement made everything in America artificially cheap.” But as we see the next bit “suddenly, the cheat code stopped working. The math that made the carry trade profitable for 30 years just flipped upside down. Japanese pension funds looked at their spreadsheets and realized they were losing money on US Treasuries. So they started selling. Billions of dollars worth. Every single day. Imagine you’ve been lending money to a friend for years, making a nice return. Then one day, you realize you could make better returns just keeping the money in your own savings account. What would you do? You’d ask for your money back.” So, is this true? America could ask Mark Carney as he is an excellent economist, but there is a chance he is not taking their calls. What surprises me is that all the media is silent on it. But 2 days after my article, on May 6th we got “If Japan sold massive amounts of US debt, it would very likely spark a massive Treasury selloff. Treasury rates would in turn sharply increase, making it more expensive for Washington to borrow and freaking out investors along the way” (source: CNN) but at present, these YouTube and their allotment of ‘financial show’ jokers are seemingly doom speaking, because as I see it, this is all it is. The problem is that doom speakers tend to make others jittery and China has over $700 billon of those puppies. The Medium ‘knowledge’ comes from the National Gold Group and I am not setting any value on that, but the fact that the ‘set’ financial newspapers (Guardian, Wall Street Journal, Financial Times) have nothing on this, they do not even debunk that news. So I am looking at the playing field with a dim look (as I have an absent economic degree). And I am not joining any doomsayer on their doom binge. But YouTube has a few more sources and they are all dancing around the setting, like they ant to refer to news they had given, but they are not giving it. As I see it, if it isn’t in the newspaper (online or not) it doesn’t exist, but the news is a little unsettling, because if Japan goes, so does China soon thereafter and America has 2 trillion in US treasury bonds that no one wants. So, what do you think that does to the American economy? I reckon that China likes the idea, but it doesn’t want to start it and that is where Japan comes in. Is it real? I honestly do not know, but I do know that after the shenanigans America did to others, there is a hidden glimmer of fun to several people should this happen. So I have concerns on this, but I am adamant in saying that there is no verifiable setting that this is actually happening at present. And I feel strongly about giving this additional message.

I will report on happening, not create fictive settings that start something.

Have a great day, it’s fish day here now. I might go for some today. So, make sure you find a reputable source if you are going to be panic stricken because anything else might cost you a lot more than you think and in case of doubt, Ask the former Marky Mark of the British Bank (at +1-613-957-5555) he knows a lot more about this than I do.

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November 20, 2025 · 10:10

This is weird

I find myself standing up for Microsoft, I know its weird. They have screwed the pooch more than once, but the headline in the Guardian (at https://www.theguardian.com/society/2025/nov/19/microsoft-nhs-uk-contracts-public-sector-procurement) gives us ‘Microsoft has ‘ripped off the NHS’, says MP amid call for contracts with British firms’, now lets be clear. Microsoft has done many things, but ripping people off is beneath them. If a rippable offence is in play, someone put their autograph (aka John Hancock) on that dotted line. And where is the evidence? And we are pointed to Samantha Niblett, the Labour MP for South Derbyshire, who laughs with a pretty smile and that is all she seemingly does. The evidence given “a five-year deal with the NHS to provide productivity tools reportedly worth over £700m, while the wider government spent £1.9bn on Microsoft software licences in the 2024-25 financial year alone.” Is this evidence? What the hell are you up to Katharine Viner? As editor of the Guardian, this trash should not be in your newspaper, or on the website. At least hand this setting with proper evidence. So as we are also given and that Labour Nibbler gives us “I know for a fact how Microsoft have ripped off the NHS.” But at that point we get “did not provide further evidence, but when the committee chair, Chi Onwurah, voiced surprise at the claim” and to that I say. Miss Niblett, on December 31st 2016 I reported in the story ‘This last day’ (at https://lawlordtobe.com/2016/12/31/this-last-day/) which was 9 years ago, and you might have been too young to be in politics. But Labour (as well) spend £11.2 billion on a NHS IT project, which amounted to nothing and I reckon it might have been a really big amount of money for nothing. So, are we seeing a second setting to all this and you want to blame Microsoft? Can we see the contracts of understanding? Microsoft does a lot, but they wrap it in contracts which in this case the labour administration under Sir Keir Rodney Starmer is confronted with. 

Then we get “After describing the government’s multibillion-pound deals with Microsoft, Niblett said it “speaks to the … power of Microsoft to lock in public sector … customers and then sort of entice them with cheap deals, and then you’re locked into a contract and then you’re charged exponential amounts” So Microsoft does plenty wrong, but this pat they tend to get right and who signed for these contracts? Was it you? And these contracts also give a correct setting of the amounts. That is how business is done and it is done all over the world. 

And it is then that we get the hidden gem that some were trying to hide “MPs on the select committee said the UK needed to develop greater “sovereign” technology capacity, award more contracts to smaller, local providers, and be less reliant on deals that resulted in government departments becoming locked into services with US firms. Explaining more about her understanding of Microsoft’s deals with the government, Niblett said: “I have heard that Defra [the Department of Food and Rural Affairs] recently signed a contract renewal for Windows 10, which is now out of date. And that has now resulted in them having to pay more for security checks because they’re using a very, very old version of Windows.” There is more than one issue. In the first there is “I have heard” is not evidence, evidence is the contract that Defra signed. Who signed it, was it a valid contract? And then we get “recently signed a contract renewal for Windows 10”, how recent was it signed? Some women claim to they got recently pregnant, but that accident is now 4 years old and as it is given “Windows 10 is a Microsoft operating system that is now out of support as of October 14, 2025”, so does that contract entitle these users to upgrade to Windows 11? The one part that matters is seemingly “becoming locked into services with US firms” which is a valid UK setting, but that is depending on a time set strategy and getting into the strategy AFTER the contract is signed implies you are stuck with the contract, that might not be in the best interest of the Labour administration, but that is not the priority of Microsoft, their part is the contract and adhering to what was signed. So was there any transgression by Microsoft? It is a simple question and the setting of ‘ripped off’ implies they made a booboo and as such that evidence must be given in evidence. Is there any chance that one of more contracts have your autograph as you worked in the data and technology sector before being elected to parliament in 2024, so will we find contracts, possibly with your name on it? Will it show a transgression by Microsoft, or a sloppy mistake by the labour representative who signed it? Simple questions and simple settings that Katharine Viner should see coming a mile away?

Have a great day and if you get the mug below, make sure that coffee is millennium proof, version proof and proofed for 61 degrees celsius liquids. You can test it by putting your finger in the coffee and if you go ‘ouch’ it is probably hot enough.

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November 18, 2025 · 11:34

A story to consider

That is the setting and it is all based on a story. As I see it, it could be a script. A script not written as a technicolor setting in the likes of The Bourne Identity with the one and only Jason Damon. No not like that, it is more like a documentary that his brother Matt Damon narrated in 2010. The movie Inside Job. You see, it is not about the story, it becomes about the narration and the storyline and people look at a documentary differently when it involves people like Bruce Wayne and Tony Stark. Yes, the story can be wielded in many ways. So as we recall the setting of September 14th 2019 where Houthi ‘forces’ attacked Aramco. It was immediately clear that Houthi forces could not have facilitated to that. They lacked infrastructure, trained personal and technical know how to do this. In the end there were three options and I came to the conclusion that Iran and their IRGC were the culprits. So my mind went considering the innovations available to me (my nog) and I came to a few innovations that at that time were merely on a drawing board. So here it is the story of Master Blaster DJ Intelligence and the scoundrel settings of tomorrow. Quite the narration isn’t it?

So as the DJ takes up the mic to blast a few settings. We see that innovation was not standing still. First there was the drone carrier and a reaper drone. The reapers could drop of each two careers at a safe distance. Then the carriers took over and they went on their merry way to deliver the drones. They were also the eyes for an overseer, all whilst the reapers went ack on their merry way. The carriers were strategically placed and from there the drones (six per carrier) were released. So as these drones are set to a target, and for the most it is set via satellite pictures and from there, the drones would be released. The automatic setting would do most of the job, but at times it needs a human eye as pictures can only see so much. And there we have it, The Abadus refinery

A setting we know that it is the largest refinery that Iran has. And now we see 9 targets, each get hit by two drones, explosive drones. And the mess that Iran is settled with is not to be seen as enviable. Basically 18 drones at $4K per drone, a little over $70K will cause billions of damage and the impact of that is seen all over Iran. As such the setting that the IRGC opened themselves up to is not the prettiest sight, it is a setting where a refinery pushing out 429,000 barrels per day and the oldest refinery, taking care of 25% of the fuel production will take millions, if not billions in damage and that is setting Iran back for decades. If there is a second refinery, like the Bandar Abbas Refinery you could cripple Iran for years (optionally) and also production comes at a stand still. So, do you still think attacking Aramco was a good idea? You see, two can play that game and I have plenty of innovative ideas in that regard. Take the reaper drones where two of them could release two careers each and they have up to 6 drones and not all are explosive drones. 1-2 could be spy drones who land at a seldom looked location and spy on the surroundings. And whilst the two reaper drones fly back to load up 4 more carrier drones you could hit both Abadus and Bandar Abbas in that same instance. Just the innovative me tinkering with ideas. 

I wonder how deep that setting exists? You see, they want to do it all, but if the distance is too great, the reaper drones are a safe way to get them to nearby whilst the carrier drones do the last 10% of the trip and release the drones of war. And that story would sound great as the voice of Master blaster DJ Intelligence (go practice you voice Matt). And that setting is an optional new way to bring a story and I reckon that the Saudi’s and in particular Al Saudiya TV would love to bring that story to the Saudi’s. Yes, there was a greed setting, but never in the way you think it was. Entertainment set in motion through the setting of a documentary. I don’t think I have seen that before (the Blair Witch project does not count). And it is all done in the setting of entertainment. The IRGC has been entertaining its population through Hezbollah and Hamas long enough. Time to give them a little entertainment themselves and it tends to come from a direction you never see coming. 

So, what do you say Mr Damon, you on board for this? Have a great day, I am off enjoying my own kind of oil, it is called coffee. 

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November 17, 2025 · 17:07

Is it one or the other?

That is the question I had today/this morning. You see, I saw a few things happen/unfold and it made me think on several other settings. To get there, let me take you through the settings I already knew. The first cog in this machine is American tourism. The ‘setting’ is that THEY (whoever they are) expect a $12.5 billion loss. The data from a few sources already give a multitude of that, the airports, the BNB industry and several other retail settings. Some give others the losses of 12 airports which goes far beyond the $12.5 billion and as I saw it that part is a mere $30-$45 billion, its hard to be more precise when you do not have access to the raw numbers. But in a chain trend Airfares, visas, BNB/hotels, snacks/diversities, staff incomes I got to $80-$135 billion and I think that I was being kind to the situation as I took merely the most conservative numbers, as such the damage could be decently more. 

This is merely the first cog. Second is the Canadian setting of fighters. They have set their minds on the Saab Gripen s such I thought they came for

Silly me, Gripen means Griffin and a Hogwarts professor was eager to assist me in this matter, it was apparently 

Although I have no idea how it can hide that proud flag in the clouds. What does matter that it comes with “SAAB President and CEO Micael Johansson told CTV News that the offer is on the table and Ottawa might see a boost in economic development with the added positions. The deal could be more than just parts and components; Canada may even get the go-ahead to assemble the entire Gripen on its soil.” (Initial source: CTV news) this brings close to 10,000 jobs (which was given by another source) but what non-Canadian people ‘ignore’ is that this will cost the American defense industry billions and when these puppies (that what they call little Griffins) are built in Canada, more orders will follow costing the American Defense industry a lot more. So whilst some sources say that “American tourism is predicted to start a full recovery in 2029” I think that they are overly confident that the mess this administration is making is solved by then. I think that with Vision 2030 and a few others, recovery is unlikely before 2032. And when you consider The news (at https://www.thetravel.com/fifa-world-cup-2026-usa-tourist-visa-integrity-fee-100-day-wait-time-warning-us-consul-general/) by Travel dot com, giving us ‘FIFA World Cup 2026 Travelers Warned Of $435 Fee And 100-Day Delay By U.S. Consul General’ that there is every chance that FIFA will pull the 2026 setting from America and it is my speculation that Yalla Vamos 2030 might be hosting the 2026 and leave 2030 to whomever comes next, which is Saudi Arabia, the initial thought is that they might not be ready at that time, but that is mere speculation from me and there is a chance (a small one) that Canada could step in and do the hosting in Vancouver, Toronto and Ottawa, but that would be called ‘smirking speculation’ But the setting behind these settings is that Tourism will likely collapse in America and at that point the Banks of Wall Street will cancel the Credit Cards of America for a really long time and that will set in motion a lot of cascading events all at the same time. Now if you would voice that this would never Tom’s Hardware gave us last week ‘Sam Altman backs away from OpenAI’s statements about possible U.S. gov’t AI industry bailouts — company continues to lobby for financial support from the industry’ If his AI is so spectastic  (a combination of Fantastic and Spectacular) why does he need a bailout? And when we consider this. Microsoft once gave the AI builder a value of a billion dollars and they blew that in under a year on over 600 engineers. So why didn’t Microsoft see that? 600 engineers leave a digital footprint and they have licensed software. Microsoft didn’t catch on? And as we see the ‘unification’ of Microsoft and OpenAI have a connection. Microsoft has an investment in the OpenAI Group PBC valued at approximately $135 billion, representing a 27% stake. So there is a need to ask questions and when that bubble goes, America gets to bail that Windows 3.1 vendor out.

As I see it, don’t ever put all your eggs in one basket and at this point America has all the eggs of its ‘kingdom’ in one plastic bag and it reckon that bag is showing rips and soon enough the eggs fall away into an abyss where Microsoft can’t get to it. The resources will flee to Google, IBM, Amazon and a few other places and it is the other places that will reap havoc on the American economy. So when the tally is made, America has a real problem and this administration called the storm over its own head and I am not alone feeling this way. When you consider the validation and verification of data, pretty much the first step in data related systems you can see that things do not add up and it will not take long for others to see that too. And in part the others will want to prove that THEIR data is sweet and the way they do that is to ask questions of the data of others. A tell tale sign that the bubble is about to implode and at present it is given at ‘Global AI spend to total US$1.5 trillion’ (source: ARNnet) but that puppy has been blown up to a lot more as the speculators that they have a great dane, so when that bubble implodes it will cost a whole lot of people a lot of money. I reckon that it will take until 2026/2027 to hit the walls. Even as Forbes gave us less than 24 hours ago ‘OpenAI Just Issued An AI Risk Warning. Your Job Could Be Impacted’ and they talk about ASI (too many now know that AI doesn’t exist) where we see “Superintelligence is also referred to as ASI (artificial superintelligence) which varies slightly from AGI (artificial general intelligence) in that it’s all about machines being able to exceed even the most advanced and highly gifted cognitive abilities, according to IBM.” And we also get “OpenAI acknowledges the potential dangers associated with advancing AI to this level, and they continue by making it clear what can be anticipated and what will be needed for this experiment to be a safe success” so these statements, now consider the simple facts of Data Verification and Data Validation, when these parts are missing any ‘super intelligence’ merely comes across as the village idiot. I can already see the Microsoft Copilot advertisement “We now offer the copilot with everyones favourite son, the village idiot Clippy II” (OK, I am being mean, I loved my clippy in the Office 95 days) but I reckon you are now getting clued in to the disaster that is coming? 

It isn’t merely the AI bubble, or the American economy, or any of these related settings. It is that they are happening almost at the same time, so a nasdaq screen where all the firms are shown in deep red showing a $10 trillion write-off is not out of the blue. That setting better be clear to anyone out there. This is merely my point of view and I might be wrong to read the data as it is, but I am not alone and more people are seeing the fringe of the speculative gold stream showing it Pyrite origins. Have a great day it is another 2 hours before Vancouver joins us on this Monday. Time for me to consider a nice cup of coffee (my personal drug of choice).

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November 16, 2025 · 18:30

Social denial

The guardian brought me ‘up’ to speed on a matter, they did so a few days ago, but I had other matters to deal with. The story (at https://www.theguardian.com/global-development/2025/nov/12/foreign-prisoners-killed-saudi-arabian-jail-tabuk-prison-egyptians-executed-non-violent-drug-crimes-mohammed-bin-salman) gives us ‘‘I’ll be executed on Tuesday’: families reveal panicked last calls from foreigners on Saudi’s death row’ and the text gives us “foreign nationals who have been sentenced to death in Saudi Arabia for non-violent drug crimes” there is no easy way to say this. “They entered the drug traffic setting of there own free will” some will say that there is no ‘free’ will here and I kinda accept that. But Saudi Arabia has a grim view on drugs and it has had this for years. Consider the alternative, America has had an annual US federal drug war budget that has reached $39 billion, with cumulative spending since 1971 estimated at $1 trillion. What sanity do you have with 1 trillion to hand out to nothing? As I see it, the drug trade has no winners, merely losers and perhaps 1-2 elevated people for the time it takes someone to over take them (violently) and the stage restarts. There is no winning this and as such Saudi Arabia and a few other places (I think Indonesia and Turkey) has little to no problems putting these people to death. And the Guardian is socially constructing this setting. 12 happy innocent looking faces. But those they ensnare in their drug trade through pushing drugs are a simple setting for them, the simple setting is “more money for me” and that is the stage Saudi Arabia is avoiding and putting to terminal sleep forever. So when we see “Many of those sentenced to death were probably innocent or forced into drug trafficking, say human rights groups. “They’re poor, they’re marginalised. No one listens to them,” says Jeed Basyouni from the charity Reprieve.” I am willing to consider that they were ‘forced’ into the drug trade, but they went along and for whatever reason the drug trade goes on. I get that these social charity places have to be and they do more then protect drug pusher, but the setting is that we see, all for “just a few hundred dollars”, yet the drug trade in Saudi Arabia is a target for these drug traders. In 2022 we were given “Experts say Saudi Arabia is one of the largest and most lucrative regional destinations for drugs, and that status is only intensifying.” Considering that America has had its beef since before 1971 implies that Saudi Arabia had an easy time an now as they see what it costs America, they are not about to hand over 1 trillion dollars to drug dealers. You can get a lot of Shawarmas for that with an additional side dish of Baklava. And anyone thinking that they can get away from capture in Saudi Arabia is fooling themselves. The larger setting is also ignored. It is all imported by hundreds of foreign nationals. And Saudi Arabia is having none of this. So when we are given the stage of people executed in Saudi Arabia from 1 Jan to 3 Nov 2025, we see 219 people, 400% of those guilty of murder and 7300% of those executed for sexual offenses. As I see it, Egypt (where nearly all convicted drug executions seem to come from) has a serious problem and as everyone wants to blame Saudi Arabia, the setting is that someone is pushing them to make this stupid setting, because Saudi Arabia never had any other consideration that Islam teaches that alcohol and other drugs are prohibited because they induce intoxication or a mind-altered state. And as we see that Islam prohibits all intoxicants, including narcotics, citing multiple texts in the Quran and Hadith (Unlu & Sahin, 2016). We need to consider that Egyptians knew this. 90% is islamic in Egypt, so I get the question what is the religion of these people? That number is not given, there is optionally the chance that these are Christians rolling the dice (speculation as I have no clear numbers on this) and that is the flaw in this setting. The word muslim appears in that tory merely once, at the very end when we see the names of these 12 people, so there is a chance that all 12 were muslims, but is that true for all 219 executions? 

So whether you are in agreement or not of capital punishment, the larger story is that it had been known that Saudi Arabia executes people for these crimes and it has no intention to shell over a trillion dollars to the drug trade. As I see it, they feel comfortable sentencing them all to death. America might have considered that point decades ago and whilst we want to cry over these poor poor criminals. There are no non-violent drug crimes, the victims of these crimes become the puppet of violence and other transgressions and Saudi Arabia is having none of that. So I have to wonder when Europe and America are much more appealing targets, why are these people going to Saudi Arabia? That is the setting everyone is overlooking, because you can get from Egypt to Crete, Greece and Italy when you use a dinghy and steer roughly 310 degrees (an exaggeration for sure), but that seems more appealing then Saudi Arabia and seemingly no one is looking at the data that way.

Have a great day, it is 31 degrees here now, so I am seeking shades and icy cold water. Monday morning is a mere 8 house away for me now. 

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