Category Archives: Media

Rollback

That is the word of the day, I have always had that word in my vocabulary. The setting that any solution o programmed in Clipper had the setting for a rollback. This is how I grew up (growing up in the Clipper age was a little weird). You see, I had two settings. The first was the data didn’t change and as I was a ‘little’ verbose with my data creation there was the option of registering a data version, so that was the setting. We needed a rollback in several situations and that is where the setting ends. You see, today I got to see a few news lines. 

First there was Reuters (at https://www.reuters.com/business/aerospace-defense/boeing-jet-returns-us-china-victim-trumps-tariff-war-2025-04-20/) giving us ‘Boeing jet returns to US from China, a victim of Trump’s tariff war’, now that is a scrumptious hotdog to say the least. At almost $100 million, according to one source, that is a delicious snack to say the least and as we are told. China send it back. The tariff could cripple Xiamen Airlines as the tariff is 125%, and even as Reuters give us that the plane is a mere $55 million, we can say that the price difference is a little too much to be acceptable, the larger setting is that several players are trying to dam in the losses that are projected to become American losses. 

Most of us will have seen the trade agreements that China made with Mexico, so there is that. Then there is the setting we see at where Business Insider gives us the setting that ‘Some Canadian Stores Are Labeling US Imports With a T for ‘Tariffs’’ (business insider put it behind a paywall, so that’s all you get. And only three days ago I saw the headline ‘China’s Strategic Pivot from US to Canadian Oil Imports’ (at https://discoveryalert.com.au/news/chinas-pivot-canadian-oil-imports-2025/) I cannot vouch for this source, yet in that setting we are given “Data reveals Chinese refiners have slashed US crude purchases by approximately 90% between 2023 and 2025, redirecting roughly 1.2 million barrels per day (bpd) toward alternative suppliers, with Canada capturing a substantial portion of this market share.” So the first step to a change has been given and I foresaw these changes even as I never knew about the oil. So as I see it, these changes show billions upon billions in losses for America whilst we see damage to their export, their revenue making defense industry, their tourism and we can go on a little longer. Wouldn’t it have been great if America had a rollback setting for their elections? 

So as Goldman Sachs gives us “The decline in the world’s reserve asset during an episode of elevated volatility comes as investors are increasingly focused on the US’s growing debt burden and other countries are also increasing their borrowing. “Markets are dealing with a lot of competing factors right now — fairly significant drivers where it’s hard to trade all of them at once,” says William Marshall, head of US rates strategy in Goldman Sachs Research.” Really? Only now do we see “investors are increasingly focused on the US’s growing debt burden”, that’s about 4 years too late, but whatever. I saw (and reported on this danger for a few years at least). If the EU, Japan and China dump their bonds (that will be an expensive exercise) the value of the Dollar doesn’t just drop, it ends up having getting a CCC− grade (to give a mere view on the matter). At that point the imminent suicide risk will spike all over Wall Street (a clear but reliable speculation).

I reckon that the one dropping them first gets the best value for it, but after that it will be a quick fall to the luxury value of zero. But it is not just America, the bonds of the EU and Japan will face a similar risk, America is merely the highest as someone thought it was a great idea to introduce the tariff game to their economy. Global News told their Canadians ‘Avoid U.S. travel if possible, Canadian academics are being urged’ with others following in similar settings. The Detroit News gives us ‘Avoid U.S. or take burner phones, Canada executives tell staff’ and there are more sources that give us that, with the added “Arrivals of noncitizens to the United States by plane declined by nearly 900,000 people, almost 10%, in March from a year earlier, according to data from the U.S. International Trade Administration. Travelers are reacting to President Donald Trump’s trade war and to stories of harsh detentions at U.S. airports. Border figures show 4,970,360 came to the U.S. from Canada in March 2024. That number dropped to 4,105,516 travelers a year later. More visitors reportedly traveled from Canada to the U.S. in March 2022 under pandemic-related travel restrictions than they did last month.” I think that Canada is the most likely of number drops, but I reckon that it is not the only one. So as I see it, the danger is not only to Tourism, but business travel too and in that case, hotels in all the major cities in the United States will report on losses of 10% or more, so what does that mean for the value of Marriott International, who operates 9,361 hotels worldwide as of 2024. In addition there is Hilton who operates over 8,400 hotels worldwide. I have no idea how many they operate in the USA, but these are merely the two larger players, especially in the business travel setting. So how many businesses are under the hammer because of this situation? And now as Canada is growing closer to the Commonwealth and they will protect their bigger brother (Canada is 9.985 million km² and the UK a mere 243,610 km²) OK, Australia is 7.688 million km², away highly smaller brother than the United Kingdom. But that setting now gives us that these business meetings are likely to be held in the United Kingdom or Australia. Hilton and the Marriott will still get their coins, but the underlying issues will hurt America to a much larger degree. And as this escalates over the next month or so, the damage to America will increase. Additional damage as China and India rolls in as expecting ‘saviors’ to Saudi Arabia and the UAE will change global politics and global economics to a much larger degree. India will get new options to get additional Pharmaceutical products sold to Saudi Arabia and that is another slice of a billion dollars. Then we get the UK, Australia and Japan hammering on improving their slice of Optical, photo, technical, medical apparatus, as such the American slice of $1.39B will decrees a lot more. All this started with tariffs and basically this setting was staged by President Trump. I merely wonder what got into him to drive America to the edge of insanity (and bankruptcy). What a miss that politics don’t have rollbacks and I reckon that the lawmakers in America will push for a larger change of settings, because I am certain that the Republicans are desperate to see this damage undone and it is me personal believe that they will accept any other politician, even a democrat to undo the damage they are seeing right now.

A mere 21 hours ago we got (at https://jakartaglobe.id/business/indonesia-seeks-stronger-trade-ties-with-eu-australia-to-offset-potential-us-export-losses) that Indonesia Globe gives us ‘Indonesia Seeks Stronger Trade Ties with EU, Australia to Offset Potential US Export Losses’, which is fine by me as I love the Indonesian version of Bami Goreng with Saté Ajam with peanut sauce. The best dish I ever had, even now after a decade, the scent penetrates my nose, even as I haven’t had it in over a decade. So I am looking forward to stronger ties with Indonesia and I kinda miss the spices we had in Batavia (my weird sense of humor). But the stage is drawn as more countries seek replacement for America, their tariff becomes their setting for isolation and Australia will be happy to have ties with a country that has 281.2 million potential consumers. I already gave the premise to Saudi Arabia as they have access to something Indonesia desires. As such there are more players to take over the places that America is about to lose and lose more of them. Next in line are the international students who will seek safer places to be. In this Canada, the United Kingdom and Australia have good chances as they all have great places Oxford, and Cambridge might be the first you think of, but not everyone can afford these places. There is till the University College London, University of Melbourne, University of Sydney, University of New South Wales, University of Toronto, University of Manchester, University of Technology Sydney, University of Southampton. These are merely a Commonwealth grasp of those who are in the top 100 and I reckon that the losses for America start to add up now. And that was merely the Ivy League, America has more good universities and now that the international students will seek education elsewhere, the economic picture of America will deteriorate more and more. 

Wouldn’t it have been great to have some kind of political rollback in place? 
Have a great day and consider where you need to set your focus to next. 

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Regarding that joke

It all started with a BBC article a few hour ago. I sat on the ideas that came forth as the story was a mere 21 minutes old and as there is so much hatred towards President Trump, I decided to wait to see what else we were getting. The story (at https://www.bbc.com/news/articles/c20x5xn1g92o) gives us ‘Trump says US will ‘pass’ on Ukraine peace talks if no progress soon’ where we get “Donald Trump has said the US will “take a pass” on brokering further Russia-Ukraine talks if Moscow or Kyiv “make it very difficult” to reach a peace deal. The US president told reporters in the Oval Office on Friday that he was not expecting a truce to happen in “a specific number of days” but he wanted it done “quickly”.” This is quite the turnaround. You see, about a month ago (source: Reuters) we got ‘Trump threatens Russia with sanctions until Ukraine peace reached’, in that time Russia never got any tariffs, not even pro forma and the penguins at McDonald island got plenty. Then three weeks ago (source: ABC News) we got ‘Trump says he’s ‘pissed off’ with Putin, threatens bombing of Iran’ and now we have a situation. You see, the bully talks a lot, but either he has someone doing the work for him, or that person tends to back down, unless he has a superior battle position and America seemingly doesn’t have that, even though Russia is getting slapped silly by the 20th strongest army onboard the planer (yes, it’s the Ukraine). 

This reminds me of a joke, A Masochist walks up to a sadist and say ‘Beat me!’ The sadist in response wrings his hands, smirks and says ‘No!’. Funny as hell and if you get the premise, you get to see who the sadist and who the masochist is in this joke. 

As we are given “Trump’s direct diplomacy with Putin and sharp criticism of Ukraine’s President Volodymyr Zelensky have raised concern among Nato allies, who argue that support for Kyiv must be maintained.” And in addition to that, the Commonwealth clearly stands with the Ukraine in their time of need and America is nowhere to be found. As I personally see it, it is the consequence of being broke. The lack of funds (or the massive amount of debt) is setting the degrees of freedom to nothing. They can merely hope to sing out the setting until the next president comes into office. A setting we all saw coming (even though the media seems to ignore this and merely keeps on shouting tax the rich) and the interested parties who are supposed to keep the people informed are merely shouting that Haley Joel Osment was intoxicated instead of working on the news, the media is pretty much on the discarded bundle of wannabe news. 

The bully always want quick results because it ingratiates his position. The long fight is not for him and that is the setting we need to accept. The Ukraine was attacked, it was invaded and that is seemingly the ignored setting, American politicians are merely duplicating the Russian position that they are in defense of and that is brutally wrong. Canada, the United Kingdom, NATO, Australia all see this. So why doesn’t America? In addition, we are presented  with evidence that Chinese soldiers are now part of the Russian Armed Forces. This was given to us by the Guardian with the headline ‘Ukraine war briefing: Captive Chinese soldiers appear before the press in Kyiv’ and with the byline “Republicans increase pressure on Trump after 35 killed in Sumy, with US president calling for ‘death and destruction to stop’. What we know on day 1,147” 

Screenshot

So as we wonder what is left of the ‘commie’ hating Republican Party, we need to address the elephant in the room. How could things have become that bad. I warned of the dangers of this debt over a decade ago in at least a dozen stories.  It is currently set to “The national debt ($36.21 trillion)” it comes from the source that is called “An official website of the U.S. government” (read: Fiscal data) and the biggest holders of that debt are Japan and China. Did you think the tariff hands against China was a good deal? If they take the hit and push all that debt on the exchange tables, the debt could become a massive setting for America to pay back these IOU’s (also known as bonds) and that will implode Wall Street entirely (as I personally see it), but for Americans it will not be good. As one source told me (and others) “China could theoretically weaponise the US Treasury holdings – by dumping it – meaning that it would sell off treasury holdings for less than they are worth. By doing so, China would then, because of the amount it owns, devalue the US dollar” so what happens when the dollar gets devaluated to this degree? As I see it, it would topple the Yen and the Euro in that same instance as they have trillions of debts as well and the banks who own these IOU’s will go down with the good ship lollypop (aka America). 

None of this is the fault of the Ukraine, but the larger setting is that America is quickly losing the little degrees of freedom they seemingly had and there is only so much that the global setting will accommodate too. Consider that Palantir Technologies Inc. is now a mere (+1.15%), a month ago it was 124.62 against today 93.78 and that was ‘the’ hot ticket, so how many hot tickets are lost and how many firms are considering moving away? Consider that Palantir is still a hot item in the Commonwealth, Saudi Arabia and the UAE. They could seek a setting elsewhere. So as these tariffs bite and some of them will relocate to other places America is now getting the short end of the stick and that is merely one firm, this who cannot relocate will end up losing what they had built over years all because one president thought that tariffs were the way? Reuters gave us a mere 9 hours ago “White House economic adviser Kevin Hassett on Friday said President Donald Trump and his team were continuing to study if they could fire Federal Reserve Chair Jerome Powell, a sign that such a move, a matter of great consequence for the central bank’s independence and for global markets, is still an option.” Yet ABC news gave us yesterday “Donald Trump has hit out at the chair of the US Federal Reserve for not lowering interest rates, stating Jerome Powell’s “termination cannot come fast enough”.” Now, I am not an economist (I’ve said it often enough) and in what universe are the crashing of markets, stocks and bonds reason to lower interest rates? Especially as 36 trillion is in the hands of others? Now, I am no fan of Jerome Powell, but he does know a bit about economics (both micro and macro) and he knows a lot more than I do and I guess he knows (a lot) more then President Trump does. So is the solution by this president to fire anyone who disagrees? Is that the act of a democracy? And in the larger setting (which I obvious evaded with intent) is the setting the Ukraine gives us and what the stage means for Russia versus NATO, because that is where this is heading. I personally prefer the setting of NATO and the Commonwealth versus Russia. In that setting China wants to get a Chinese wall between themselves and Russia as fast as possible. And the likely implications for Taiwan are big and numerous. But that is another stage. With Russia in disarray to the degree that it currently is, Russia must take careful steps because Ursula von der Leyen is no President Trump, she might be overlooked at times, but she is ready for whatever President Putin puts on the table and as I see it, she is getting ready for a possible forced war, as are the larger EU nations. And this will set a new premise as the Commonwealth and the EU possibly unite for this. At that point no one is willing to deal with America and the Americans and with India they might not have to and as such it will become a powerhouse for retail and commerce for China Europe and the Commonwealth, when America is discarded from consideration the American tariff war becomes a larger setting one that they are no longer part of. And there is a setting for this too and as the Ukraine gains 17.1 million km² possibly split with China, where the Ukraine will now have Sevastopol on their Southern border and Zapolyarny in the north, the end of Russia is at that point a near certainty, a nation that started around 862, it becomes the first largest modern nation to end itself around 2030, a mere 1168 years old, which means that they didn’t beat the record of the Roman Empire which lasted 1480 years. 

At that point the end of America seems to become self evident and that lasted a mere 260 years at most. Now that still puts them ahead of Canada, but that place will continue a long time after that because it is part of a Commonwealth and that will continue strong and even stronger as American greed goes under, it is a sinkable context. Still the larger setting for the Ukraine will remain and it will take NATO and the Commonwealth to keep it going, no matter what America does (which isn’t much at present). The larger setting here is the Republican Party, if someone told me 2 years ago that they would be fueling the larger Russian setting, I would have called them barking mad, but the is where we are heading and I personally believe that it is the Debt that America has as the larger premise here. Weird that a Credit Card reading minus 36 trillion would do that. OK, I believe that no Credit Card should ever be allowed to have this much debt, but that was never my call.

What is the larger resetting is what this will push for. You see 340 million desperate citizens will be the larger setting for any bordering nation to be fearful of and that is where Canada might end itself. Is this all ‘wishful thinking’? That is a fair question and I am tempted to say “Yes”, but the numbers are on my side, so I feel uneasy to answer this. I might have made a mistake, there might be some hidden wisdom in President Trumps path, but I fail to see it and the media isn’t reporting on this. If we account for the pauses and knee jerk reactions by President Trump there is little likelihood in any kind of wisdom and I did mention that the media is at present no longer a reliable source. Some are, but the bulk is chasing digital dollars. And with one source telling us ‘Unusual sell-off in the dollar raises specter of investors losing trust in the U.S. under Trump’ gives me the setting that I might actually be correct and the Wall Street Journal gave us a week ago ‘Will the Last Investor to Leave America Please Turn Out the Lights’ that sets the premise that Adobe, Google and Apple might seek other waters, waters outside of America. This is not a given, but these three will chose safety and security before they consider America a safe haven and that could topple the dollar entirely. 

I cannot say who would like that idea, but Russia and China might like that, Russia because the American Defense placement would be disastrous if it is added to the Commonwealth or NATO. China because for them it would mean that their believes in their Chinese Communist Party would have been the right path. There is nothing as satisfying as a defeated enemy that needs to realise that they were banking on the wrong ‘ideals’ and as I see it for America the time that signifies 2030-2075 would introduce a century of hell, worse than the great depression and I reckon a lot more lethal as well. 

So regarding that joke about the United Nations.

I get to have the last laugh here. As I had to do a presentation at the UN and I got a nice reward if it lasted over 30 minutes. I started the presentation at 13:35, I started with “So, where are you all from?” And they started, I showed them my five slides and I ended the presentation at 17:55. So, Sergey Brin, where is my ‘nice reward’? 😛

All warfare is founded on deception, as such, what deception is America currently entertaining? Have a great day and a happy Easter bunny to all of you. 

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A viewpoint is not a point of view

Yes, nice and confusing. But that is the meaning of this exercise. You see, I don’t agree on the point of view the law makes in this case. They have altered their point of view on the law in motion. In a setting that ran for over a decade. I don’t think they are to blame, there is no real guilt here (apparently), but the setting stands. In this I call to attention the BBC article (at https://www.bbc.com/news/articles/c3674nl7g74o) stating ‘Google has illegal advertising monopoly, judge rules’ I do not agree and for this I call to attention two ‘pieces’ of evidence. The first is the actor Ryan Reynolds, a person I have called more than once the craziest marketeer on the planet. The second piece of evidence is a firm named CAASIE.co, an advertisement services firm apparently in Brisbane (I thought they were in New York). These two stand out, in a pool of millions. Set in a presence of “The US alone spent almost $481 billion on marketing in 2022, with digital marketing seeing significant growth. Australia’s marketing industry is also substantial, valued at over $20 billion.” With the added “While a precise count isn’t available, the scale of the industry suggests a large number of professionals are involved in marketing roles worldwide. The demand for marketing expertise is strong, and the industry is continuously evolving, particularly with the rise of digital marketing”. Don’t get me wrong, there are good marketing teams. The bigger brands have decent teams and at times places like Coca Cola and Heineken stand out. Yet in that setting of millions of people these two stand out. Why? Perhaps marketing is seen by some as the path you take when you can’t do anything else? Perhaps these men (women too) can talk their way into the panties of the youthful ladies and they thought, perhaps I can make money out of this venturous situation. And they went into marketing, mainly because ‘sex sells’. The truth couldn’t be farther (or is that further) removed from the truth. 

And there the problem starts. You see, Google isn’t monopolising things, they merely had the proper handle on things. The marketing bulk doesn’t know what it its doing and as ‘they’ see it Google is in the way. In the early days Google (read: Larry Page and Sergei Brin) figured out a few things. As Microsoft was talking dirty to the CFO’s in the land (in the late 80’s and beyond) these two youthful young sprouts figured out that the work was done by the m inions of these CFO’s, so as they catered to the bulk of the worker ants, Microsoft was wasting its time on expensive dinners and drink parties and they got all the CFO’s and CTO’s of the Fortune 500. But these people needed their worker ants and Google had created a search system that catered to THEIR needs. So whilst these youthful young sprouts were at Stanford University, their buddies all went for the knickers of the ladies. They created a page rank system, because they saw ahead that the web was going to be a mess, millions of voices create cacophony and they cut through the mess.

So ahead we go 20 years (take or leave a year) and Google figured out that their system is gold. So they venture forward and they create Google Ads (formerly Google Adwords) and that was in 2000. Again they hit gold, although it was a natural continuation from page rank and again Microsoft wants ink on the game, but wannabe’s and spin creators can merely make shallow creation and it is seen in their product. At present known as Microsoft Advertising, holds a market share of around 3-4% of the global search engine market. This is bad news for the marketing wannabe’s as they bought the shite that Microsoft is seemingly selling. Even I saw the bing hijacking of people seeking and as Microsoft is all playing innocent, they did (as I personally see it) enable the system to be abused. It matter not, Google created a firm product and now the marketing bitches (both male and female) decided to cry fowl (intended typo) So that I the setting.

Marketing today is people who talk a lot present a lot, but as I see it, they do not know what they are doing. Merely hoping that their revenue cup runneth over and it is based on decade old settings (which is what schools rely on). At UTS (University of Technology Sydney) we had one lecture on page rank and that opened my eyes (unlikely as much as it hit Sergei and Larry), but the setting was clear. Google created the largest setting by thinking of what to do, not to wine and dine the people with money and they followed Microsoft as they didn’t realise what they were up against. The internet of things is a massive beast with plenty of horns and these are the horns of plenty.

So now we get to the ‘court case’ that the BBC gives us. So as we are given “The US Department of Justice, along with 17 US states, sued Google, arguing the tech giant was illegally dominating the technology which determines which adverts should be placed online and where” and as I personally see it, they are catering to millions of people who do not know what they are doing and they think it is unfair that these people should miss out on a business they are unlikely to understand. You see, I name these two at the start as they have figured out a few things. Ryan Reynolds created billions from understanding the world and its business (Mint Mobile, Aviation Gin, and Wrexham AFC. He also co-founded Maximum Effort, a marketing agency and production company) he figured out a few things and that sprout is a mere 48 springs old. He saw the options and turned several products in a multi billion dollar empire by engaging with an audience and telling a story in a way they remembered. The other (the wannabe’s) can scoop up a mere $100,000 dollars at a time as I see it. Let’s not forget that this man started as an extra on the X-Files, now he surpassed the main cast of that series (including the director) in several ways.

Second we get CAASIE.co, they come with “buy outdoor ads globally – from your browser”, with the byline “Self-service. No contracts. No commitments” and consider this quote “In 2007, São Paulo, Brazil instituted a billboard ban because there were no viable regulations of the billboard industry.” For decades these billboards were out there and in 2020 (a mere 5 years ago) they decided to change the premise. So as we get “They are an advertising company specializing in Digital Out of Home (dOOH) advertising, programmatic advertising, and digital signage. Their headquarters are in Brisbane, Australia”, a setting that was clear for decades but no one considered what there was and these people did, so as they gain favor and altitude by being innovative the wannabe marketeers can (for all I care) go duck themselves. 

These two examples are a clear sign that the crying marketeers need to grow up, or as the Americans say “Go big or go home” and that is noticeable on the future of marketing as I see it. Now they are all about AI and creating hypes, but that doesn’t pay for the yacht (or for diner as I see it). 

So as I see “US district judge Leonie Brinkema said in the ruling Google had “willfully engaged in a series of anticompetitive acts” which enabled it to “acquire and maintain monopoly power” in the market.” Is wrong by at least half a continent (a mile seems so shallow), so as I see it, when did the law start catering to village idiots? The fact that there are thousands of voices doesn’t make this clever. Reynolds and CAASIE were clever, they were very clever and that is a setting that CAASIE can enjoy, you see when they get access to the stage where the Google Ads people use CAASIE as the global interface to get global visibility, CAASIE will grow a lot more and what will the marketeers do to get their slices of pie? Cry a little more? Since when did we cater to the stupid to give value to this world?

The is the setting I see and as I see it the larger folly of US district judge Leonie Brinkema, so their goes her “willfully engaged”, Google walked a path for decades and that thought paid off and as I see it, Google was not catering to CAASIE, CAASIE found its own niche of global needed marketing. These two settings (Reynolds and CAASIE) show that there was space and these are raking in the billions (CAASIE not yet) but they can get a lot more by expanding into the UAE and Saudi Arabia, optionally Bangladesh and Indonesia as well. A setting that will iterate in new areas and that was something that a player like Microsoft never understood. My evidence in that statement is the fact that they lost marketshare 6 times over.

So the viewpoints of Google, Ryan Reynolds and CAASIE are not points of view, they are intentional strides in the Internet of Things and their views of how to make money. A lesson a lot of marketeers never learned in the first place. Although they got their collection of panties n their trophy cabinet, something I never ever had, but I decided to remain innovatively engaged. So as I had the ball several times from DARPA, Ubisoft and Microsoft (optionally Amazon and Apple as well) I can relax to see these departments of Justice (globally) fumble their balls and as things go from bad to worse I can giggle (not Google) from the sidelines. How the stage is the play of things, something Shakespeare figured out in 1623.

Have a great day whilst you ponder the wisdoms I left here with two hidden snags, the clever people out there can work out what I left for others to find. Have a great one.

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As markets floats a new idea

I was reading up on how the markets were doing. Not that I really have any interest, but the actions of President Trump make it essential to keep notice. The larger setting is important and that kinda gave me an idea. So as Microsoft and Ubisoft are hunkering down on iterating the IP they have, I saw the beginning of another IP coming. Don’t get me wrong, I am happy with the remake of Oblivion. It was great IP, the reason why I bought the Xbox360 and a setting I enjoyed for over 3000 hours of gameplay. Once to do the story, the second time to find everything that was possible to find and I found plenty more and after that I played to get my character at 100% (100 in the properties and skills) I didn’t get there, but I got it to 90%+ it was harder then I thought, but it was fun while it lasted. As such Microsoft will get money from Oblivion and Fallout 3, they bought it, they are entitled to it. Bethesda created two massive blockbusters, so as I heard that we get Oblivion next week the first question I had was “Did they reprise the role by Sir Patrick Stewart?

So back to the core of it all, I saw “The Dow Jones Industrial Average lost 699.57 points, or 1.73%, closing at 39,669.39. The S&P 500 dropped 2.24% to end at 5,275.70, led down by the information technology sector. The Nasdaq Composite pulled back 3.07% to close at 16,307.16. The tech-heavy index ended the day about 19% off its closing high, sliding closer to bear market territory. Shares of Nvidia sank 6.9% after the chip giant said it will post a $5.5 billion quarterly charge related to exporting its H20 graphics processing units to China and other nations.” The loss is seemingly profound (I am not an economist), but I noticed something in the byline. You see, it is the part of “related to exporting its H20 graphics processing units to China and other nations”, so as Americans are so ‘elated’ with their AI, Nvidia moves its H20 graphics processing units to China and other nations. I reckon that is another slap for this in the foot shooting President. So as the tariffs come to a larger setting, how much more expensive will Nvidia solutions become?

As we continue to get the bad press of the tariffs, as we get more and more bad impacts on the American economies, like tourism, or the USA Today giving us allegations of insider trading (see yesterdays article) people are starting to wonder what the hell they elected in the first place. 

I, one the other hand had a really weird dream and the beginning of a new IP. In this dream I was in a dead town, it seemed to be in the regions of New Mexico. The town was empty,  stripped, and the place looked empty. The people were gone, anything of value was seemingly gone. Seemingly was the right description. I cane to a room filled with people. It was a workout room and it had about 20 people in there. As I came closer they were robots, looking exceedingly yummy in their workout outfits. The men were ribbed and handsome, the women well shaped and some marvel superhero dream of what women looked like, there was even a model looking like Gal Gadot in her wonder woman outfit, and yes, she was complete ;-), or was that ;-)… ? (Yes, that was a sexual reference) When I turned on the lights they started to move like in some exercise routine, the lights went on and then off a few seconds later. A few second later more the light turned on again, but now dimmed. The robots continued their exercise. I looked at them, but they didn’t look at me, they were simply empty glared. I walked on and I got to a desk with an elderly woman. She looked at me and bid me welcome. Was I interested in buying equipment, robots or merchandise. She did not have many merchandise she stared at me and told me “we do have your size” she looked at me awaiting an answer. I merely looked at her for a few seconds, she looked away and looked at her desk with a larger display pad where she wrote things down.

This is the setting I saw and I started to see the setting and I thought that the game Portal (by Rob Swigart) 1986 was a pretty unique setting and worthy of rebooting. I tried to do this in 2011, but three weeks later I got the boot from my boss, and no not because of this, I did this at home and I was planning to reboot the CBM Amiga original to set this to Flash, which would have been more then ample to do this. My plan crashed but the idea never did. So this is a setting where you are an alien who crash-land on the planet and in an attempt to learn where you are, you are the one in New Mexico and the robots might not seem intelligent but their programming is the continuation of the species on this planet. We now get to a Battlestar Galactica setting where the Cylons are the human remains and the game portal is setting up the game premise. Instead of the screen being the stage, the setting are that you open 12 locations (over time) and as you start in New Mexico, you are given more locations over time. The portals you open position you from location to location and as you learn more, you will interface the computers and other ways to a work desk near a portal. As the story evolves, you will interface these computers so that the workstations on any location will have all the information that the original location has. And as you find more and more computers and robots the story evolves. I think that whomever makes this story (and game) should involve Rob Swigart as it is his original IP, even reengineered, I would never steal the original idea. It is his IP that created whatever I had in mind. I merely put it in a 3D single player environment and added locations and as the game gets the 12 locations, you get to explore the location, you get additional requirements and you see a post nuclear era, the stories that are in the computer and the revelations outside of the computer. As such I created a new IP, one that sets the premise of finding explorable locations and investigate places.  

Not a bad day, got myself a new idea and Microsoft seemingly is merely predigesting old ideas. I don’t fault them this, Oblivion is one of the most appealing IP ideas that we have had in 20 years only surpassed by Skyrim which Bethesda launched 5 years later. So it is what I would have done initially as well. Just funny that I create a new idea that could be the next place that gamers seek (when they are not lusting over the Metroid Prime games and their upcoming Switch 2). 

So I feel pretty dandy, have a great day.

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Food for thought

I knew I saw it correctly, or at least I think I did. Greed is eternal and it is always on the edge of what others think is ‘creatively sneaky’ or merely ‘adaptable innovatively wealth bringing’ it is what we can see (to an extent) as the new ‘nouveau riche’ or what some call “people who have recently acquired wealth, typically those perceived as ostentatious or lacking in good taste” and I would add to that part ending with “in good taste” with “in good taste and lacking proper ethicality” because as some will deflect “insider trading” it might be harder to prove as insider trading is hard to reflect on settings that are a mere speculation of a situation and that is where we get to the article that USA Today gave us on April 14th 2025 (at https://www.usatoday.com/story/news/politics/2025/04/14/marjorie-taylor-greene-stocks-trump-tariffs/83087826007/) and that is where I get to my article ‘The fifth branch’ (at https://lawlordtobe.com/2025/04/08/the-fifth-branch/) which I wrote nearly a week earlier on April 8th where I wrote “The entire tariff setting never made sense, unless it was by design and tariff on a Mc Donald Island (with only one CIEIO) and a lot of penguins, so that the President can claim medicine imbalance. In the meantime unknown ‘friends’ of his when the markets are at their lowest, buy what they can.” With the added “Even at 1% that is 30 billion and I doubt they will make that much, they will make enough to have their dream retirement at 40-50, something they never thought possible ever. But there you have it and the larger setting is that when the dust settles most offices cannot investigate as too many offices has lost their staff. A weird but not impossible setting.” And now almost a week later we get ‘Marjorie Taylor Greene bought stock before market jumped on Trump tariff pause’ with the subtext “Less than four hours before pausing for 90 days the individual nation tariffs on April 9, Trump told his followers on Truth Social, “THIS IS A GREAT TIME TO BUY!!!” The White House said the post reflected the president’s responsibility “to reassure the markets and Americans about their economic security.”” I don’t sound so crazy now, do I?

So when we consider “That same day, Greene − one of Trump’s closest allies in Congress − bought between $10,000 and $150,000 worth of stock in companies such as Adobe, Apple, NVIDIA, Palantir and Cummins. The day before, on April 8, Greene had purchased another $11,000 to $165,000 of stock in Amazon, FedEx, JP Morgan Chase, Lululemon, Nike, Qualcomm, Tesla and other companies. She also sold between $50,000 and $100,000 worth of U.S. Treasury bills.” Doesn’t it sound nice? So, how much money did she make? And how many others followed that example? The new ‘Nouveau Riche’ are likely to be all MAGA Americans, what a way to throw the new directions into a less credible direction? And this gives me pause to consider a much darker setting for America. You see, if Russia and China figured this out, then they see that the America administration had become greed driven and that is a very predictable setting. I saw this a week before the papers (USA Today) caught on and when did the others catch on? So what do China and Russia have planned? As this plays out they could set the premise to a larger scale, merely as I foresaw that Greed is predictable. So as we also get “Members of Congress have up to 45 days to disclose any stock purchases, which means other members of Congress may have also bought or sold stock shortly before the president changed his tariff policy but have not yet disclosed it.” And as I see it the statement of “The purchases, made public in a federal disclosure on April 11, come as Democrats call for an investigation into whether Trump participated in insider trading.” It is my believe that the laws might not suffice as the law never considered a President setting the premise we just saw. So was President Trump the fool, the baboon (as some call him) or was he deceitfully clever? I let you decide on this and make sure you realise that these market crashes were seemingly set in motion to change the power of money where it wasn’t before. 

And before you call me crazy, I predicted this danger before it happened and as USA Today now gives us, it apparently did happen.

So have a great day and realise that some will have a great day at the expense of others. In the meantime I gave Canadians three days before I wrote ‘The Fifth Branch’ in the story ‘A political game’ (at https://lawlordtobe.com/2025/04/05/a-political-game/) where I give the Canadians a free idea to create a video game and as such one person (or one team) gets a chance to create a video game. A game that might make them some money the old way, through innovative thinking. No markets needed to be manipulated. 

So have a great day and as I end my midweek in 29 minutes. Vancouver still has 18 hours to make the most of their midweek.

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The clever get the advantage

That was always the setting to be envied, when the bullies come calling, the last breath is given to the clever people. In this the NY Times gives us (at https://www.nytimes.com/2025/04/14/us/harvard-trump-reject-demands.html) ‘Harvard Says It Will Not Comply With Trump Administration’s Demands’ and I was skeptical at first, but as we see “Harvard University said on Monday that it had rejected policy changes requested by the Trump administration, becoming the first university to directly refuse to comply with its demands and setting up a showdown between the federal government and the nation’s wealthiest university.” My skepticism comes from the setting we saw last year when the Guardian gave us “Minouche Shafik, the president of Columbia University, appeared beleaguered and uncertain as one Congress member after another assailed her over her institution’s supposed inaction to stop it becoming what one called “a hotbed of antisemitism and hatred”.” For universities to let anti semitism unanswered and the setting of “who became Columbia’s president last July, into changing her testimony after she earlier told the Democratic representative Ilhan Omar that she was not aware of any anti-Jewish demonstrations at the university.” Which is a massive problem at the first setting as I see it. Now that Harvard sets a new line, they could massively profit by that standard. So as we see “Harvard’s response, which called the Trump administration’s demands illegal, marked a major shift in tone for the nation’s most influential school, which has been criticized in recent weeks for capitulating to Trump administration pressure.” We see two advantages for Harvard, the first first being that the wokiest woke people (whatever that means) will take their money out of their previous donation university and basically had it to Harvard (the people who openly hate President Trump might do the same), the second advantage is the academics who were unsettled by the federal ‘guide lines’ are likely to make a move from place previous to new place Harvard. This will name Harvard more renown than ever before and I reckon (a mere speculation) that these academics might increase the distance between Harvard and whomever has places 2 through 8 and in the academic world that matters (a lot). 

Is it right? Well, I think that the federal setting should not have gotten involved (but that is a personal view), I do believe that if a university is guilty of crimes than that is a different matter, and as most law student have been cast in the reading of the Nuremberg trials and the acceptance of illegal orders the setting for Harvard was (blatantly) simple. Don’t think it is a simple setting, because Harvard has the most money at present (read: the richest), other universities are a lot more dependent on Federal funding and that makes it a hard sell for a lot of them, but perhaps the setting that Harvard now has given the rest of America, others will follow. 

We can only hope.

In other news I just saw that Canada had to bid farewell to Gerry McNamara at the age of 90. As a wannabe goalie I give a heartfelt goodbye salute to this actual former goalie and former General Manager for seven seasons of the Toronto Maple Leafs. And I give my condolences to his family, friends and former team mates. And below we see Gerry McNamara at a slightly younger age

Have a great day and enjoy the end of the pre week today, midweek tomorrow.

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And now for a momentous occasion

Yes, it was a momentous occasion yesterday. For the people of my generation (that would be the generation that is old and decrepit), Yesterday it was the 50th anniversary of Monty Python. I got told this by the BBC (at https://www.bbc.com/culture/article/20250407-how-monty-python-and-the-holy-grail-became-a-comedy-legend). I completely forgot that it had been so long. I was there, in front of my TV when the birth of Monty Python was shown to us on a 4:3 screen and I saw it on a black and white TV. Terry Jones, Graham Chapman, John Cleese, Eric Idle and Michael Palin with additions from Terry Gilliam showed us a totally new concept in Television. They called it comedy and it was magnificent. 

OK, I have to make a slight adjustment. It was 50 years since their masterpiece Monty Python and the holy grail came out. The TV series are older. Still, we forget the larger picture. The movie made them globally funny, the TV was (in those days) often limited to Europe (mainly UK, Netherlands, Belgium) but the movie made them a global household name. These younger pups think that comedy comes from some guy named Steve Carell, what do they know? Apparently a marketeer from Dutch Barn disagrees, but I have no idea what that is about. And now that idea might never have worked, there is word that the youthful young Jim Halpert played by John Krasinsky was taken to a quiet place by his wife, so that’s that. And what do those people know? Monty Python was here first and it was magnificent. I remember those days. I was one year too young for the movie (14 years and older) but I became a knight who said ‘ni’ as well. I saw it a year later and it was magnificent. Of course I already knew Monty Python from TV and as such The TV characters were known to me but yesterday’s article brought it all back to the surface. Read it, it is a really good article. For one, I never knew that funding was a bit of a problem and the legendary band Led Zeppelin brought the bread to the table. We get from Michael Palin: “I say to people, ‘Led Zeppelin gave us £50,000 – and look where they are now.’” Apparently Pink Floyd also aided in the support of the movie. And it was money well spend. I still have the movie on DVD (I had the VHS tape as well) and it was the beginning of a great comedy movie franchise. And the setting of “the film’s budget was less than £300,000 ($393,000). This wasn’t much for a sweeping fantasy set in medieval Britain, so the team had to be inventive.” The realisation that that little money got a movie made that is still a character a timeless humor is to be revered. A movie that is hopefully still bringing in the pounds, shillings and dimes and it would have been doing that for 50 years. Today the average comedy like Evan Almighty is almost forgotten after 20 years, I enjoyed that movie and several other from him, he is a good actor, but the setting of 50 years is something completely different. It matters, and it brought a nice dish to the table. In the end the actor who played the Rabbit of Caerbannog was later served as Rabbit au vin and he was completely forgotten 2 days later, except for the eater, who caught indigestion for at least a week. Things happen.

Still, this milestone brings feelings to the surface, happy feelings and it was brought about by 7 youthful young individuals that went on shaping the stage of comedy. Later Terry Gilliam would blow my socks away with Time Bandits, Brazil, and later “12 monkeys” with Bruce Willis. 

Happy are feelings of those who bring is joy and the Monty Python team brought us a lot, including the thought that every sperm is sacred, so ladies don’t forget. 

Have a great day and if you haven’t seen Monty Python and the holy grail, try to see it this week, it will be the best thing you will have done all week.

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Nuance in Black and White

That is what we get, nuance, is it black or white? That is the definition of nuance for some and in this particular case Newsweek. Don’t bother with the 16 or 256 gray scales there are, because that is where their digital money is. But I took offense and that comes with a price. I am talking about the article we see (at https://www.newsweek.com/hajj-visas-saudi-arabia-travel-2056781) with the headline ‘Saudi Arabia Bans Travel Visas for 14 Countries’. It is here we see “Saudi Arabia has banned certain types of visas for travelers from 14 countries, weeks before the annual Muslim pilgrimage known as Hajj”, so far, so good is my view on this. The added “The country is clamping down on visa numbers by temporarily halting travel documents for visitors from a string of countries, with the suspension due to remain in place until after Hajj has concluded in mid-June. Officials made the move to address overcrowding and safety concerns, according to reports.” As such I see it a something that happens and I am OK with this. The issue is seen a little further down where we see “While last summer, Hajj coincided with a vicious heatwave, and more than 1,000 pilgrims died as a result of searing temperatures of up to 125 degrees F.” The issue is that the bulk of all these departed souls came from tour operators who sold them visas on ILLEGAL reasoning. As such they had no Hajj permit and as such there were no provisions, no busses and no shelters for these people. That is the nuance that I see as ‘intentionally skipped’ by Newsweek. I wonder how it feels to be the one intentionally misinforming the people. The nations who are temporary banned from visas are Algeria, Bangladesh, Egypt, Ethiopia, India, Indonesia, Iraq, Jordan, Morocco, Nigeria, Pakistan, Sudan, Tunisia, and Yemen. I presumably gather that when we look at the thousand or so victims of tour operators bungling the jobs are showing the numbers that make up these victims. Oh, and I have not ever seen any of the news outlets looking into the tour operators who ‘mis sold’ the travel arrangements for the people who went on their one way trip to Makkah. We do get that in another way “The Times of India reported that people are known to enter Saudi Arabia on visitor or Umrah visas and then overstay in order to perform Hajj without registering officially. This allows them to bypass a quota system, which allocates a set number of Hajj places to each country to help control pilgrim numbers. It is hoped that a crackdown on all types of visas until after Hajj will prevent the problem.” And Newsweek sets the second problem of misinforming their audience What I stated on issues like no provisions, no busses and no shelters for these people is skipped. The Saudi Arabian settings has settings for their pilgrims. There are shelters to temporary hide from the blazing sun, busses to take them to places (which set to be 20 miles apart) and there are water provisions all for those with the Hajj pass. These were all skipped by some and as this is set up for the 2 million pilgrims. As I personally see it, these tour operators became murderers for even entertaining that setting and those who by self interest avoided the Hajj settings did this to themselves, but I fail to see that these were all self serving. The only self serving option I saw was a tour operator making a quick additional buck or two. And Newsweek did nothing to point that out either. There were no investigations by the western media and that is offensive, especially as over a thousand people lost their lives. 

We are given in the end “Muslims with the appropriate visas will be preparing for their trip, while others may have to delay their plans until next year. Meanwhile, the kingdom’s officials will be gearing up for the annual influx of Hajj visitors.” And I like this, but the simple setting of ‘appropriate visas’ is massive and needs to be shown in these places. I reckon that Saudi Arabia needs to make a small movie, optionally on YouTube and TikTok showing the dangers of the wrong visa and optionally letting these people know that these tour operators need to be reported. I wouldn’t hurt to put the fires to the ankles of these tour operators, who I personally see as the number one culprit. 

Have a great and safe day. 

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New short term thinking

The news hit me somewhere yesterday. I got it by means of a LinkedIn mention, and it gave me reason to pause. Here is one version of that news (at https://techwireasia.com/2025/04/microsoft-pauses-key-builds-in-indonesia-us-and-uk-amid-infrastructure-review/) with the mention ‘Microsoft pauses data centre investment in Indonesia, US, and UK’, and here we see the byline “Microsoft pauses or delays data centre projects in the UK, US, and Indonesia.”, it is my view that they cannot afford this setting. You might have heard the American expression, “Go big or go home” and I think that Microsoft is about to go home. You see, I have forever had the clear opinion that there is no AI. I call it NIP (Near Intelligent Parsing), the setting that if too many start accepting the setting that I was always right (which comes from the clear setting that there is one AI station and it was given to us by Alan Turing) the people will realise that there is no AI and it comes down to programming and a programmer. That setting puts Microsoft in hot water for a lot of heavy water (to be poured over their heads). And lets be clear, a side you can confirm with mere logical thinking. A data Centre is a long term setting. No matter what you put in the White House (by some called the village idiot) whatever this administration is, it is short term and a data centre is long term and that so called hype around their AI should never waver. You see, this short term action (read: knee jerk reaction) implies short term planning and that is where they all get into hot waters. Why did you think that I made mention that Google needs to put a data centre in Iceland and consolidate their thinking into geo thermal reactors? (Reactors might not be the right word). A setting where ceramic tiles (or cylinders) surrounding new constructions that is not unlike a nuclear reactor, but the reactor is all around them, not Uranium rods, the Lava (or Magma) is the powerful and as it is merely bleeding the radiation, the fuel never dissipates and never ending energy is theirs. For all these parties looking of creating data centers (as far as I can see around 50 in total globally) they will all require energy and as one data centre takes energy close to a amount a small city does, we will get energy issues a lot sooner than we think.

Did Microsoft think this through? Pretty sure they did and their conclusion is that they cannot spend billion on data centers. So at the same time as we are given “Rivals Oracle and OpenAI ramp up investments”, I come to the conclusion that Microsoft can no longer afford the bills their ego’s committed themselves to. Feel free to disagree, but they set out this AI ‘vibe’ and own 49% of OpenAI, so why close down their Data Centers whilst they ‘own’ one of the ramp up partners? They are figuring out that they are too deeply committed. And as the world realizes that NIP is not the same as actual AI, they fear what is coming next.

So you decide what to make of the stage of “Microsoft has acknowledged changing its strategy but declined to provide details about specific projects. “We plan our data centre capacity needs years in advance to ensure we have sufficient infrastructure in the right places,” a Microsoft spokesperson said. “As AI demand continues to grow, and our data centre presence continues to expand, the changes we have made demonstrates the flexibility of our strategy.”” As I see it, it is an answer, but not the one that touches on this. I come with questions as ‘What growth?’ All this sets the need for some lowered activity, not pausing, unless you know what comes next and there is a larger setting with Oracle, Tencent and Huawei, I know there is a Swedish centre as well but I forgot the name. All these are ramping up, but Microsoft is pausing? That makes no sense unless there is another reason and my thought of “They can no longer afford it” takes another gander and when we consider that they paused “North Dakota, Illinois, Wisconsin, the UK midlands and Jakarta, Indonesia.” That implies something is going on and when we combine this with “Microsoft cuts data centre plans and hikes prices in push to make users carry AI costs” (source: The Conversation, March 3rd 2025) these elements together implies (imply, not proven) tells me that there is a funding setting for Microsoft. Combine that with the lovely voiced fact of “OpenAI brought in US$3.7 billion in revenue – but spent almost US$9 billion, for a net loss of around US$5 billion.” (Source: the Conversation) we see another failed setting and that failure gets to be bigger. As Amazon, Google, Oracle, Tencent and Huawei steam ahead getting larger data centers and ready long before Microsoft is there means less revenue for Microsoft. I did say that they could go big or go home? I reckon that Microsoft already lost 6 times on front settings and they lost to Amazon, Apple (twice), Sony, Adobe, Google, and IBM. I should add Huawei to that list but they already bungled that setting before Huawei became an actual competitor. A simple deduction from little stupid old me. 

So whatever you do, you might look into the trust you gave Microsoft and see that you are not left with an empty shell. Oh, and to prove that I am not anti-Microsoft you need to know that they did corner the spreadsheet market (Excel) and the flight Simulator market. Microsoft did some things good, but when it comes to the spin setting of vibes they need to reassess their situation.

Have a great day, it’s midweek now. I am happily in the next day.

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Crossroads to the past

At this time the world is waiting what insanity goes our way. The tariffs are here, the news is shouting against each other trying to get the audience to listen to ‘their’ version of what is likely to be. I gave my view in the past and so far I see nothing to change my mind. An additional side was given to my mind when I considered what the friends of President Trump would do. When you know that negative impacts are coming, such a revelation is nearly as successful as making a killing in the markets on things that go right. As markets are shedding billions (up to now, over 8 trillion has been written off) and I reckon that someone was making a killing all on their own.

Still, that is not my problem. The benefits of being poor, no stock to worry about. Still my mind gave me an idea.

You see all whilst I was considering my next challenge (I am currently walking the length of the UK) and my next challenge will be Iceland (1332 km).

It came to me as I had a few thoughts (none related to markets) and the setting as I saw them gave me an idea. The setting is set around Google who found a way to use the thermal energy to power a new data centre and the idea is that with the water around Iceland being used to cool the systems. Google had a novel way to have a data centre that could connect both Canada and the United States to Europe and the UK, the possibilities are without limits. Yet as the building goes on, a person gets ‘infected’ by a group of Light Elves (Ljósalfar). That person get visions and goes off the rails. He is sent to the UK to recover, but the problems are slowly increasing. A second person also gets ‘infected’ but reacts better to it and this starts the unification between man and elf. 

My mind is still working out a few kinks in the cables as they come to mind. One of these is that these Icelandic houses (for elves) as they were build were ‘infected’ with talismans to bind elves and that remains a ‘mystery’ in the story. And I reckon that the end goal are the Norns, the Nordic fates had moved to Iceland. The three goddesses known as Urðr, Verðandi, and Skuld, who weave the threads of fate and tend to the world tree. But their powers are set in 6 jewels. A ring and a necklace that each of the three had. The women are not there, but their jewels are. And the elves are the only one who could see where they are. 

The idea is to map out Iceland in near perfection a whole island to investigate (a small wink towards Midwinter) The idea is to have a new kind of RPG, mostly stealth based (which makes for a non-weaponized game. But the setting are evolving in my mind and I have an idea to make the game more technology minded and also intertwining with mythological sides. Still too much to figure out. And it is fun, Microsoft gives us “Our 23 game development studios focus on delivering great games for everyone, wherever they play”, I on the other hand are a mere person who set out the creation of gaming IP by myself and I created the setting of close to 15 games, so how many games did they create? How many are on the minds of gamers? I bet there are a few but how many people are involved with ‘these’ games. 23 studios? Should be at least 50-100. Me and my mere simple lonely person did it all myself. No matter what happens. I feel decently proud to have been able to create all this IP (and other hardware IP). I remained creative whist other do whatever they do. 

I shouldn’t play my own harp, but at this point I created at least 3 unique original IP and that is nothing to be humble about. And this game I merely thought into existence today. I feel proud of my own abilities at this time. And I haven’t even decided whether this could be a game or a movie.

Time to create another chapter I reckon, not sure where my creativity will lead me. Have a great day.

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