Category Archives: Politics

Repeating the same mistake

That happens, it happens to me too. As I’m decently convinced of something I will repeat that thought. Actually it might be the wrong idea, but you get the point. As such I saw over the last 24 hours several articles. 

The first is given to us by Time, (at https://time.com/7282450/trump-annex-canada-economy-recession-upholding-the-constitution/) we are given ‘Trump Speaks Out on His Desire to Annex Canada, Recession Concerns, and If He Has to Uphold the Constitution’ In this article we get “The first 100 days of President Donald Trump’s second term in the White House have been dominated by talks of Executive Orders, tariffs, foreign relations and economic stability in light of the trade war sparked by the tariffs, comments about annexing Canada, the possibility of seeking a third term, and much more.” Followed by “Canada’s Prime Minister Mark Carney, whose Liberal Party won the Canadian election on April 28, has—much like his predecessor Justin Trudeau—made it clear that Canada has no intention of taking Trump up on his offer. “It will never happen,” he said. In this latest interview, Trump said he had congratulated Carney on his election win, but doubled down on his desire to make Canada the 51st state, saying he will “always talk about that.” Trump repeated his previous sentiments, referring once more to Canada’s former Prime Minister as “Governor Trudeau.””. As I see it, the southern folks might as well call these southerners “The United States of Canada” soon enough (my reason follow far below). His reasoning is ““If Canada was a state it wouldn’t cost us. It would be great. It would be such a great—it would be a cherished state. And, if you look at our map, if you look at the geography, I’m a real estate guy at heart. When I look down at that without that artificial line that was drawn with a ruler many years ago… You don’t even realize. What a beautiful country it would be,” he said. “Again, remember this, we don’t need their cars, we don’t need their lumber, we don’t need their energy. We don’t need anything. We do very little business with Canada. They do all of their business practically with us. They need us. We don’t need them.”” As I see it, the first deception, more to follow in the near future and that deception is given through “They need us. We don’t need them”. Then we get to the Guardian (at https://www.theguardian.com/us-news/2025/may/04/trump-greenland-denmark-military-force) where we are given ‘Trump says he ‘doesn’t rule out’ using military force to control Greenland’, so what kind of a yahoo dictator reverts to force to attack its allies? And these two have been given the stage that their resources are up for grabs and America needs them. The same for Canada. A setting that is concerning as this is the likely first setting that they need us (Greenland and Canada) a lot more than they need him. So as again deception rules, we are left with “Donald Trump would not rule out using military force to gain control of Greenland, the world’s largest island and an autonomous territory within Denmark, a fellow Nato member with the US.” America never needed it for the longest of time, but America is on the outer limits of bankrupt and it needs their resources to survive. So as such the ‘promise’ of “It would be great. It would be such a great—it would be a cherished state” is like a crack whore begging for anything to get that ‘cherished’ high. That is how I see it. The biting effect of 36 trillion debt, for America at 4.5% it comes down to 1.62 trillion dollars (aka 1,620,000,000,000) EVERY YEAR and that is how it bites. During fiscal year 2024, the IRS collected more than $5.1 trillion in tax revenue, that implies that 31.76% is lost of that revenue is lost on interest alone and it gets worse, because (as the US Treasury gives us) “Compared to the national deficit of $1.06 trillion for the same period last year (Oct 2023 – Mar 2024), our national deficit has increased by $242 billion.” And the funny part was that on the occasion of World Animal day 2021 I gave “In 2013 the US debt was $17,000,000,000,000 (17 trillion), and over 8 years 8 trillion was added, a nice $8,000,000,000,000. This implies that the US government overspends a trillion a year with no exit strategy on how to cope with the debt and it is on both Republicans and Democrats.” I saw this moment come to mind over three years ago and over this time, of three years, the debt doubled. So how is that for foresight? I did so (at https://lawlordtobe.com/2021/10/04/utter-insanity/) in the blog article ‘Utter Insanity’ I saw that clearly ahead of it all and due to American politicians sitting on their hand it is now too late and I made notice of this before 2021 as well. Reuters might give us a Met Gala and how things are bolder, but it still needs people with incomes to afford it all and that is about to end and President Trump doesn’t want to be the president having to inform the people that it is about to end, as such we will get The United States of Canada with (at this time) Prime minister of the Americas to become the biggest president the world has ever seen. As such I opt that he will unite several states as one with in the east called the Cockcoeske collective (honouring the Rappahannock Tribe of the 1600’s) named after the first female chief following her father Chief Captain Chawanta Nelson) this would unite the states of Virginia and all the states to the North of that. I know it is a little mean but America was stupid and mean to elect Donald Trump as such, so they don’t get a choice in the matter. And it makes sense, to elect this, they will need the upheaval and as such one third of the boards of any new states in America will consist of Native Americans and in the settings that America is out of funds, other measures will have to be taken, with a damper on spending, military spending is a first and most remaining spending will go on infrastructures and soup kitchens because as I see it, when the defaults start pretty much all retirement funds go belly up. Wanna doubt me? That is fair, but show me a non-violent and non invasive solution. I bet you can’t do that. I voiced the overhaul of the American tax system for the better part of a decade and now it is too late. Time is up and not one politician stated that it needed to be done. 

As a third article we get USA Today (at https://www.usatoday.com/story/news/world/2025/05/04/donald-trump-canada-greenland-military-force/83447719007/) giving us ‘Trump says ‘highly unlikely’ US uses military force to annex Canada’ where the tone is set by “In an interview with NBC’s “Meet the Press”, President Donald Trump said he still wants to make Canada the 51st U.S. state and does not envision the United States using military force to seize the neighboring country. During the interview, which aired on May 4, Trump said he’s still interested in annexing Canada but does not label it in the same category as Greenland, a Danish territory Trump has repeatedly suggested the U.S. could one day be compelled to acquire.” As such the tables are turned, America will not annex Canada, America will be given to Canada, to safe it from dangerous politicians and the people of America give it to Canada to deliver it from destitution and the people utterly out of funds. If only they had listened to me as I voice it a little over a decade ago. Redesign your tax system. It was never about taxing the rich, it was about redesigning the tax system they had, as it was never working on the design it had. You want to blame Apple (the first to become a trillion dollar company) and that never made sense with all the trillions of debt that America had and it took a mere abacus to work that out, not an non-existent AI supercomputer.

And now, as time is up for America (as I personally see it) we see the more violent side of America (annexing nations resources) and that solution is already too late to safe America, it might merely delay this setting a few more years and in the meantime, it will mine the hell out of Canada and Greenland, destroying these environments and to that I say ‘Hell no!’, because we need to step up for the environment and also because Canada is a Commonwealth brother and Greenland is part of our ally Denmark.

So have a great day and try to salvage your goods, because American time is, as I personally see it, done for.

Leave a comment

Filed under Finance, Law, Media, Politics

The Dutch gene

Today was remembrance day in the Netherlands and in 8 hours it will be liberation day. These two days are high in the heart of the Dutch, being Dutch by birth, they are important days for me too. On May 4th, the Dutch ‘celebrate’ Remembrance of the Dead. It is in May 4th and it is crowded by visitors and people who lost a family member of friend, well that was for the longest of time. At present they merely remember the loss of progeny and past family members. This is how the Dutch remember the dead on the day before liberation day which will start in about 8 hours. 

Remembrance Day set the focus on It commemorates all civilians and members of the armed forces of the Kingdom of the Netherlands who have died in wars or peacekeeping missions since the beginning of the Second World War. After that we get Liberation Day throughout the Netherlands. A wide variety of entertainment and events taking place to commemorate the liberation of The Netherlands during World War II. As I moved to Australia almost 2 decades ago, these two days still touch me on these days. Usually I watch the movie ‘The Assault’ during these two days (one day or the other) and after it was released in 2006 also the movie Black Book. 

They give us a near perfectly real image (as I see it to be) of the days of World War 2 in the Netherlands. I reckon that the non-Dutch might not see it that way. Most of us are nearly always washed over by a more action driven nature of what WW2 was actually about. Most of these moves are American (or British) of origin and they set the stage of a weaponized setting, but these two movies show us a country under actual occupation. A setting that tends to be confusing for most. Don’t get me wrong, the Dutch enthusiastically hated the Germans, that hatred lasted the better part of 4 decades. We (or better stated I) do not hate Germans, it all happened before I was born, my father was a youngling and only saw his parents being hit by the results of WW2. My family (as far as I know) was never personally hit by any doom, or actually losses because if it. And as far as I feel there is no need to propagate hatred under those conditions. You can tell me that there is another way, but the propagation of hatred because of hatred seems petty and wrong. 

Still there is need to remember those we lost there, in an age that seems it is handy to forget about them, I believe it is important to remember those who fought against the occupation by the Germans, so that we can see how important those days were. Especially now, especially as Russia is moving against the Ukraine and in this we see how courageous the Ukrainians are. The 20th Largest army in the world is holding the second largest army in the world at bay. So what are the reliable numbers? Will we find ourselves forced into the next war. As such it was important for me to see these two movies. They do not inform me as much as console my feelings and doubts. You see, with everything that is happening in the world for the people like Putin and Trump, we need to be sure of our feelings. A moral compass if you prefer. A set point of what was, not the media shown exploitation of digital dollars of what they would like it to be. At present the bulk of the media just want to see money (digital or not) and we need to resist flame grown emotions. 

As the Netherlands is about to enter Liberation day, we might overlook such events, but we need to make sure we do not, because the consequences will be dire for all concerned.

So try not to overthink this and have a great day.

Leave a comment

Filed under Media, Politics

The nature of things

It was about to weeks ago that I wrote ‘Regarding that joke’ (at https://lawlordtobe.com/2025/04/19/regarding-that-joke/). In that article I wrote “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”, as well as “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?” That was two weeks ago. In the meantime “Trump had demanded of Prime Minister Shigeru Ishiba that Japan eliminate its $70 billion trade surplus with the US. He claimed it would be easy. He repeated the demand during April 16 negotiations in DC. In response to all this, Japan tried to placate Trump, refused to cooperate with other nations suffering similar abuse, and asked for special exemptions for Japan at the expense of others. In fact, one of the reasons Trump chose Japan for the first round of trade talks was his belief that Tokyo would cave within a few weeks, thereby inducing others to do likewise.” (Source: several). Yesterday I thought I saw water burn (which is pretty freaky to say the least). Axios (merely one source) gives 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.” And now Japan puts the US bonds they have on the table and with more than one trillion in hand they could flood the market and push the dollar straight over the edge. If that happens no run on the bank will save people and America cannot come up with that much money to feed the hungry vultures, as such America now has a massive problem and it is not China pushing the cart, it is Japan itself who will not go gently into that good night. So on one hand we see “As U.S. Treasuries sold off last month and yields spiked, there was speculation foreign governments might be dumping bonds”, as well as “J.P. Morgan Private Bank, in a research note last week, said there were signs of foreign selling pressure, but from private holders, as opposed to governments “weaponizing” their holdings” which is fun as my blog article preceded the two by one week, so its not merely a sign of the day time reference, the planet moved 89,292 kilometers in the time that lapsed between me writing the blog and J.P. Morgan Private Bank coming to that same conclusion (it’s actually nice to use NASA metrics to make a case). All that and AP News giving us (at https://apnews.com/article/japan-treasurys-trump-tariffs-44b9b37bf7a290701201322f69bade2e) yesterday ““It does exist as a card, but I think whether we choose to use it or not would be a separate decision,” Kato said during a news show on national broadcaster TV Tokyo. Kato did not elaborate and he did not say Japan would step up sales of its holdings of U.S. government bonds as part of its talks over President Donald Trump’s tariffs on exports from Japan.”” The words from Finance Minister Katsunobu Kato to live by I say and when you combine this with the article I wrote two days ago (at https://lawlordtobe.com/2025/05/02/saudi-arabia-goes-hiragana/) ‘Saudi Arabia goes Hiragana’ where we see that Japan basically has a way out to prevents its economy to become scuttled as well. As such the noose around its economical neck is diverted to a working solution. As I see it, America now gets that additional noose around its neck to double the efforts of the economy strangling itself (what a security measure). 

As the grand vizier of Agrabah (in Aladdin) states “The idea has merit”, get economical advice from a Disney character? Oh, kill me now (I is havening to be laughing out loud at present) or as Monty Python states: ‘Howls of deriving laughter’ are mine and the tears are falling over my cheeks. I haven’t laughed this hard since my fathers funeral.

So this must be the most original way that a politician ever shoot its own foot

Americans might not be laughing as this is actually is devastatingly serious. The (as some call it) bully tactics are now starting to bite back and the bigwigs in Wall Street will be seriously moving assets with an additional passports to zero tax nations, perhaps one that also doesn’t have an extradition treaty with America. So if any of those get plane tickets out of America (people like Jerome Powell or Alan Greenspan), you get the idea. When people take that move, the setting is all over for America, there will be no more moves to make. And these people have been ‘diversifying’ their income for decades. They moved small amounts around the planet and they could survive on their millions and they might vacate their consultancy firm from Davos in the Desert to Davos, Switzerland (a mere example). So they were ready from the get go and with this situation they might have larger consultancy jobs in several nations (including Switzerland, Monaco and the UAE). So these people will just vacate Idiotville as some call it (that place between Canada and Mexico) as quick as their Beechcraft Premier can carry them. No lines, no waiting.

So, will Japan do this? I reckon it will depend on who controls President Trump, because as I see it, the man is basically a loose canon at present and with that level of knee jerks the financial world is pretty hesitant and frightened on what he might do next. That’s is basically what I personally see.

A setting that is a lot less nice than my weird personal dream I had on Friday involving a mall, a coffeeshop and me meeting Matt Damon and Ridley Scott (seeking a replacement voice for someone with a perfect Dutch accent), the weird snoozes and snores I tend to have.

The nature off things that we embrace, some will walk the path away from bully tactics, some are on the market for having financial independence and some are about getting out of the line of fire (or a location about to get carpet bombed). Whatever we do, we look out for number one (ourselves) and optionally (read: preferably)with improved comfort levels. What that is tends to differ from person to person and in the words of the great man Tony Curtis (Operation Petticoat) “In confusion, there is profit” a very acceptable stage for a lot of people with a calculating nature. 

So have a great day and enjoy your coffee today (I had mine with a cookie this morning).

1 Comment

Filed under Finance, Law, Media, Politics

Saudi Arabia goes Hiragana

That is the word, as we read Arab News (at https://www.arabnews.jp/en/uncategorized/article_146218/) with the headline ‘The dawning of a new era in Japan-Saudi Arabia relations’, there is no real puzzlement. As America goes on with its “We’re doing great”, often merely repeated in all the media, the reality is different ‘Too many ‘life long allies and great friends’ are seeking greener fields as they are in deep fear of getting scuttled alongside the good ship fairytale (oops America). So this article was not really a surprise. As we are given “Based on the idea of leading the international community from division to cooperation, I have decided to visit Saudi Arabia, which plays a crucial role for peace, stability and prosperity not only in the Middle East but throughout the world. Saudi Arabia has achieved some remarkable developments under Vision 2030, led by Crown Prince Mohammed bin Salman, through undertaking extensive economic and social reforms, such as the diversification of industries and decarbonization. I believe that it is of great significance that my first visit to the Middle East as foreign minister of Japan is marked by this visit to Saudi Arabia.” This is not a love letter, but a setting of recognizing that Japan requires a more stable friend and optional long standing ally and Saudi Arabia likes the market of 125 million people. Not as much as America or Europe, but nothing to be sneered at and Japan sees the need for this union, if only to do something about the $8.84 trillion debt as of January 2025. They haven’t reached the point of no return yet and whilst everyone merely swallows the “we’re doing great line” Japan knows better and Iwaya Takeshi, Japans current Minister for Foreign Affairs sees opportunity for Japan and as we are given “Japan and Saudi Arabia are strategic partners that are this year celebrating the 70th anniversary of the establishment of their diplomatic relations. Since the establishment of diplomatic relations in 1955, bilateral relations have developed in various fields. In particular, the friendly relations between the imperial family of Japan and the royal family of Saudi Arabia have been an important pillar.” This is continued with “In February, I signed with Saudi Foreign Minister Prince Faisal bin Farhan a memorandum for establishing a strategic partnership council, which will be chaired by the leaders of the two countries. This will be a vital framework to further strengthen our cooperation for the future of our two countries under the guidance of our respective leaders.” You might think this is all simple coating the setting, but it is not. You see Japan imports approximately $84.95 billion a year from America, with as I see it $3 billion in Organic chemicals, half a billion in Articles of iron or steel and $124 billion in Machinery, nuclear reactors, boilers. Items they can get from the kingdom of Saudi Arabia, optionally without tariff and I reckon that in the setting of Vision 2030 Saudi Arabia will be really happy to supply and the latter part will be discussed below. They will not get it all, but that is a setting where America loses another $20,000,000,000 in revenue and they have such a good economy, they can lose this setting, no worries. Well, can they really? 

You see, the second article (at https://oilprice.com/Latest-Energy-News/World-News/Is-Saudi-Arabia-Preparing-for-Another-Oil-Price-War.html) OilPrice dot com gives us ‘Is Saudi Arabia Preparing for Another Oil Price War?’ The setting deteriorates for America. When we see “US benchmark WTI crude is down nearly 4% as Saudi Arabia reports emerge that not only can the Saudis sustain today’s low oil prices, but output increases are likely to be announced next week, for June output, sources speaking to both Reuters and Bloomberg have indicated. On Wednesday, Reuters cited five unnamed sources as saying that the Saudis have no intention of boosting oil markets with further supply cuts, as Riyadh’s budget can tolerate sustained low prices.” This is bad news for America, you see, they rely on the ‘profits’ and resale from the Brent Oil range of profit making and that is about to come under fire, even if it is only 3%-5%, that is a drain of a lot. As we are given “Oil had dropped over 2% amid demand worries and expectations of increased supply from OPEC+, with Saudi Arabia signaling it can tolerate lower prices and may push for more output at the May 5 meeting. Additional pressure came from growing production in non-OPEC nations like Guyana.” (Source: Trading Economics), we need to realise that another drop in revenue will make people relying on this push the panic button (even as Douglas Adams told them: ‘Don’t Panic’), I reckon that is not a venue that America will follow. And as Japan moves more and more to Saudi Arabia, the chance is that more oil will come from Saudi Arabia, as well as a lot more than the three topics I raised. So how much will America lose from their long standing friend and Ally Japan? Even at 10% the slowdown of the $84.95 billion a year will be close to immeasurable. I reckon that it could go up to an estimate max of 30% (which is a little over 25 billion), but add to that the shift in oil, it becomes serious money. As I see it Saudi Foreign Minister Prince Faisal bin Farhan Al Saud earned his daily dose of lamb shawarma today. (It might be chicken shawarma). There is a massive shift happening and as I see it, according to Irwin Stelzer of the Times, America is going strong, so how are these simple ‘facts’ overlooked? Too far in the future? The new memorandum was drawn up in February, and as I see it, these two giants (meaning Japan and Saudi Arabia) could set a beginning to scuttle the good ship America. This is not a given, but in a trade war it will be more than about getting more revenue on one side, it is the other side that is overlooked and as I see it, this partnership could definitely set ill winds to the barometer of the America economy. 

So have a great day and enjoy your Sushi with Japanese Sobacha tea today.

1 Comment

Filed under Finance, Media, Politics

Marky Mark (PMMC for short)

Yup, the man, the plan and the action. I got to (kinda) know Mark Carny when I named him Marky Mark of the British Bank. The simplest reason is that England sees the need for certain people to be made into pop stars and Mark Carney fit that bill. When Brexit was going on, I was for a long time on the fence and what I read (hat he evidently said) put me square in the Brexit field. He did nothing wrong, he made no promises, but together with the actions of Mario Draghi I held in mind that Brexit was the only way for England to get things done. Let’s not forget that the desperate political moves of the other nations is why in part things went from bad to worse for England. It showed to me that the EU was petty and vindictive, but in all they never set a foot against Mario Draghi who became Prime Minister straight after that. Mark Carney did a good job (better then most I reckon) as such he has my respect. So now it should become Marky Mark of the Canadian side of the Commonwealth. Yet Canada is not so much on the pop star frame of mind, so Prime Minister Mark Carney it is. 

So, what is going on here?
Yesterday we saw the BBC give us two parts towards the setting that Canada is facing and after giving my issues with America these last few days, but is time to set the view to the Northern Border, the homestead of the Maple Leafs and the place where Ice Hockey largely shines. In the first article we see ‘Carney wants to lead a G7 fightback on Trump tariffs’ (at https://www.bbc.com/news/articles/cx27d89z0qdo) which is much better then Prime Minister Anthony Albanese giving us that he wants to ‘talk’ about exemptions on trade barriers (good luck getting reelected in two days). Here we see “The global significance of Mark Carney’s election as Canadian Prime Minister is he now sits at the centre of an alternative pole of global economic thinking. Everything but Trump. There was a half expectation here that Carney would immediately sue for peace with President Trump when the polls closed on the election. It has emphatically not happened.” That is the making of a real consigliere (in stead of a counselee) and he is the consigliere of Canada, the one nation who has been bringing the fight to America (being called the 51st state helped), the bulk of the people think that polite is a form of appeasing to bullies and perhaps it partially is, but America crossed the line and Canada had enough of that and the rest of the Commonwealth (mainly me here) agree. As we see a larger Commonwealth uniting we now see the larger impact (and my personal favorite thought is that FiveEyes, will soon be Commonwealth Eyes, the intelligence alliance consisting of Australia, Canada, New Zealand, and the United Kingdom, now without the United States). My second thought is that this will push the corrupt all over the world to the top as America will scramble to not be blind to the situation, which means they have to overspend a lot. Still, PMMC (Prime Minister Mark Carney is too long) gives us “PMMC is also very adept at understanding the nexus between markets and headlines. He made a number of announcements as PM about rethinking the purchase of US fighter jets, slightly changing the purchases of US government debt, all of which would have quickly focused some minds in the US” which might not be bad, but I reckon that the Commonwealth needs to come across uniting behind Canada, to offer whatever America did and take America out of the equation for the whole of the Commonwealth. We need to realise that India is a powerbroker of retail power and we aren’t using that enough. In addition Canada can fuel our oil needs replacing America even more. The plus for the others is that all the consumer needs for Alcohol will be fueled by its Commonwealth neighbors, I wonder it we have the automotive parts that Canada needs, so that they can continue work without skipping a beat. The UK has shipping (to a degree) and here the connection with Europe becomes important, which allows Canada to remove more of American influence. The simplest setting is that you cannot tariff what isn’t there and even as we get the quote “Underpinning this approach is absolute conviction that the US is making a mistake that will primarily and visibly backfire on itself, its companies, and its consumers. The fact the White House is attacking Amazon for “hostile acts” in publishing tariffs is a cast-iron example of this. President Trump’s gun is pointed primarily at his own feet, the thinking goes.” Whilst Canadians own PMMC gives us ““We’ll have a partnership on our terms. There’s a win-win possibility there, but on our terms, not on their terms,” he said. A key part of that is forging new strategic alliances elsewhere, with Europe, and the UK. “One would assume” that Canada and the UK could do a free trade agreement that has been stalled, he told me. Co-operation on defence and Canada’s abundant critical minerals is also on the table. He also dismissed President Trump’s territorial ambitions not just for his country, but Greenland and Panama too.” I would like to offer that a setting that a free trade agreement with Australia and New Zealand should be pursued (if it does’t exit) as these two brothers of Canada is only separated by the Pacific River. A nice thought is that this could fuel the passion of the Hawaiians to become truly independent and here Australia and Canada might be of assistance (for me the giggle point is that it allows America to become 49 states) and that is hilarious as it directly backfires on Trump, a new setting he never saw before (he has missed a lot in the last two weeks). But the BBC saved the best for last ““America’s leadership of the global economy is over” and that was a “tragedy”. Implicitly, he is saying, with the help of the rest of the G7, he will step up. And by an incredible quirk of fate, it is he who will host the G7 summit in Alberta in June, just days before the expiry of President Trump’s “reciprocal” tariffs pause. Will Trump attend on the land he both tariffs and covets?” As such it is nice that PMMC is on my page, I mentioned that America as a global economy leader was over close to two years ago when the debt crossed the point of no return and with revenues faltering the good ship lollipop (oops America) is drifting straight for the abyss, no anchor on the planet will stop that move. As I see it as we (Australia and New Zealand) increase options for Vancouver and its harbors will increase, which will fuel work and better options. So with the G7 and Canada, All roads lead to Kananaskis in the middle of June and as such it is time for the Hockey ignorant population to meet the Calgary Flames.

And this is merely the start, as such I present to you the second BBC article (at https://www.bbc.com/news/articles/c14xydjzn5eo) giving us ‘Canada will deal with Trump ‘on our terms’, Carney tells BBC’ (my mind still goes ‘yay Marky Mark’) and here we see “Canadian Prime Minister Mark Carney has said his country deserves respect from the US and will only enter trade and security talks with President Donald Trump “on our terms”. Speaking exclusively to the BBC as the polls were closing, Carney said he would only visit Washington when there was a “serious discussion to be had” that respected Canada’s sovereignty.” Which is probably better then my thought to take Hawaii away from America, but I am willing to kill the bear to save the salmon and I never had any use or respect for bullies. And with ““The leaders agreed on the importance of Canada and the US working together – as independent, sovereign nations – for their mutual betterment,” the statement reads.” Which is why he is PM of Canada and not me (I am also not Canadian, so that helps) as I was willing to throw America out of Five Eyes to make his reconsider the huge mistake he was making and as the bulk of the Commonwealth is furious about the tariffs I thought I could get this stage ‘my’ way. So as the one we love to [censored text] gives us ““The election does not affect President Trump’s plan to make Canada America’s cherished 51st state,” White House deputy spokesperson Anna Kelly said.” A setting that was dung, stupid and shortsighted all at once. And now with Mark Carney, this might go pear shaped in a short time. You see, it is true that “Canada accounts for a much smaller 17% of US exports.” But what are the numbers with the United Commonwealth nations of the world? Add the UK, Australia and New Zealand to that, how large is that number becoming? Logistical retrenching tends to be expensive and the Commonwealth is willing to go there as we are fed up with the bully (optionally bullies) on Pennsylvania Avenue and in our case, the business case needs to be done. The UK has a massive debt and when America falls the EU, UK and Japan are next, fortunately Japan is on that very same pacific river, so we have options that work for use come to think of it, so is Hawaii and wouldn’t it be nice to have them unite in this partnership? (My giggling way to loud).

So as we read the end of the article with “Canada is also America’s largest foreign supplier of crude oil. America’s trade deficit with Canada – expected to be $45bn in 2024 – was mostly driven by US energy demands.” Wouldn’t it be great if its brethren get to work on that deficit with local products in exchange for Canadian oil? It’s up to the PMMC to see if that fits the bill (I lack accountancy skills), but the idea has merit (a quote from an iconic Arabian person). 

Have a great day. Today I am treating myself to a slice of Tiramisu.

Leave a comment

Filed under Finance, Media, Politics

Omitted resources

That is the exercise of this morning. As Reuters treats us to a story (at https://www.reuters.com/business/energy/uaes-adnoc-supply-us-lpg-india-following-china-us-tariffs-sources-say-2025-04-29/) giving the reader ‘UAE’S ADNOC to supply US LPG to India following China-US tariffs, sources say’ A setting I saw coming a mile away. As we are given “The move will enable ADNOC to ship more of its own LPG to China, where buyers are paying higher premiums to replace U.S. supply after Beijing imposed steep tariffs on U.S. goods, and reduce LPG costs for India, the world’s No. 2 importer”, so I saw this and the high payed economists in America did not? In my story ‘War of trades’ (at https://lawlordtobe.com/2025/02/01/war-of-trades/) I gave on February 1st (almost 3 months ago) “We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?” This setting was oil and it was from India, so now we see that the UAE is replacing America with India as a new destination. So for America it is no longer about revenue, it becomes a lack of resources as the UAE is now shipping more of its own LPG to China (via India). It is the cumbersome situation involving tariffs. It almost seem like a new puzzle game, not unlike mixed currency deals on the internet. And now (as I see it it) America is losing more than one side in this. So as we read “ADNOC, through its trading units, has agreed to supply some U.S. LPG cargoes to India refiners under the annual contracts from June-July, said sources” as I see it, America is losing tariff revenue that ay and this is merely one step towards a new setting where America is replaced as a resource, and this also means that the political and diplomatic powers of America is dwindling down. In this way the UAE is gaining power both political and diplomatic as India is reassessing what allies they have and who no longer seems to be an ally. In this tariffs will get cumbersome on more ways then one. Soon America is losing additional revenue streams, because this setting is merely a first step. When China sets up new stages with Europe and the Middle East America can go bobbing for apples all they like, but it seems that the apples are being replaced and that sounds a lot like the old premise of murder. Segregation, Separation and Assassination. The stage that we see was made by America, they merely didn’t consider that it could be used against them and as I see it, both China and Russia like the new setting immensely. As I wrote lately that the interest on debt is costing the annual tax revenue to be 15% less, so the belt was already being tightened and now the revenue streams are missing the point they needed to make and another 10% will diminish. So how long until the American economy can no longer afford it? We can believe what Irwin Stelzer (The Times) told us that America’s economy is good. But as CNBC gave us yesterday ‘Empty shelves, trucking layoffs lead to a summer recession in Apollo’s shocking trade fight timeline’, then we also got a few hours ago ‘Port Of Los Angeles Warns ‘Difficult Decisions’ Ahead As Shipments From China Cease’ (source: Investor’s Business Daily) and 17 minutes ago CNBC gives us ‘Pfizer CEO says tariff uncertainty is deterring further U.S. investment in manufacturing, R&D’ as such, how much more bad news do we need to see before people in media start considering that the economy of America has gone topsy turvy?

And in the meantime as the Commonwealth is strengthening their walls the group of five might soon have one less member (yes, it is America). As such the new costings for the CIA will drastically alter and as the NSA is equally losing access to international intelligence the stage becomes how much money is America willing to pay for less reliable data? 

As such we get a new stage of omitted resources. America is losing revenue in several settings and the outcome of that is not really visible, but it will cost a bundle. A lot more than the tariffs are bringing in. In addition to that they pissed of the largest ally they had for decades and as such are losing more ‘friends’ as they are equally hurt and these ‘friends’ are willing to row it alone without the two dinghies called CIA and NSA. As such more power, revenue and friends are lost. But feel free to think it is all honky dory. And that changes when oil will g missing, so will America keep on selling their own oil, or is that a new revenue stream that will become largely lost soon enough.

You know, I am hesitant to blame President Trump for this setting. The question becomes who pushed this agenda? Are these elected officials blind, or will we see soon see articles with titles like ‘He bullied us and we were afraid’, I have no idea. Just floating an idea here. And when we have added these facts as well as add the fact that the The Arab Weekly gave us yesterday ‘Trump further strains Egypt ties by calling for US ships to cross Suez canal ‘free of charge’’ the story (at https://thearabweekly.com/trump-further-strains-egypt-ties-calling-us-ships-cross-suez-canal-free-charge) gives us ““American Ships, both Military and Commercial, should be allowed to travel, free of charge, through the Panama and Suez Canals!, ” Trump said in a post on Truth Social.” Its was the only source I saw, so keep that in mind. And the response in the same article was “Egyptian MP Mustafa Bakri criticised the remarks, describing them an “attempt at blackmail.”” Do you still believe that America isn’t close to default on all their loans? I wonder who will survive that 36 trillion bad bank setting. 

So, you all have a possible great day and relax if there is still coffee on the shelves. And don’t forget the former governor of the Bank of England works for the Commonwealth, well, actually he works for Canada, not America. Ciao!

Leave a comment

Filed under Finance, Law, Media, Politics

What is humor?

That is the question that we might get. CBC gives us (at https://www.cbc.ca/news/politics/donald-trump-election-canada-truth-social-1.7520212) the headline ‘Trump implies Canadians vote for him on election day, Poilievre tells president to butt out’ so as we see that even the honorable PP has had enough of President Trump. And the quote reads ““President Trump, stay out of our election. The only people who will decide the future of Canada are Canadians at the ballot box,” Poilievre posted on social media.” I would state that if it was humor that President Trump was after, we would have gotten the Guardian to give us ‘Conclave to elect new pope to start on 7 May, Vatican says’ with an added “The 135 Roman Catholic cardinals eligible to vote will meet at Sistine Chapel to decide church’s next leader, Donald Trump is now electable as pope” It would have been a gasser for 23% of the American population, optionally all the other christians too. But THAT didn’t happen. He chose his imaginary 51st state friends to seek hour with and that was not in the cards. So is my view on it all that America is about to default? With Canada as part of this, he might postpone the setting for about 2 more years and after that he will blame the loss of income by these stealing Chinese and Europeans. That might be the premise if he didn’t just blew up the Canadians and the Commonwealth at large with them. Because the Commonwealth as the larger national interest is not happy. Looking at President Trump, at present, we see someone like a nagging little toddler angry at the world because he cannot have his toy, which he never had and his mommy won’t buy him one because it belongs to the neighbour. That is what I see and I am pretty intelligent. The world is catching up with the setting I am seeing and now it takes actual journalists (more clever than me) to see into the dark abyss that is the actual American economy. Will they? The media is such an incestual lot, depending on the voices of shareholders, stake holders and their pool of advertisers and their incessant need for digital dollars. Whatever is left is for the readers. So how much unfiltered and unreplaced news will get to the readers? I ask you, because there is a chance that I can no longer tell.

So when we get “Trump went on in his post to repeat his argument that Canada joining the U.S. would be advantageous to the country, along with the false claim that the United States subsidizes Canada with “hundreds of billions of dollars a year.”” So as such, why would Canada even want this? He could just cut these so called hundreds of billions a year and pay his interest bill. So, is he just a deranged toddler crying over what he can’t have? I ask you, as the setting is shown to us, or does he want to give the voice to Pierre Poilievre so that he looks like more of a real Canadian? Because as it stands in this day and age there is only one choice for Canadians and it is Mark Carney and now HIS Liberal party of Canada. The is what President Trump fears, he being out of options, having to declare the Bankrupt States of America absolutely broke. It is, as I see it the news that President Putin and President Xi are waiting on. These two nations have the economists and the math skills to see that America is a sinking ship at present. A ship so rotten to the core that if beached it might make a decent island of opportunity and as I personally see it, the moment is no longer far away. It is about to happen and the settings we see now are an indication of this.

America did this to themselves. They proclaim to be the place of opportunity, but this opportunity is largely fake and only meant for those with the cash on hand, because a defaulted America doesn’t have retirement plans, it has no logistics in place to help the weak or sick. All that has been squandered by the Wall Street moguls and they pushed forward the economic wealth for the next best thing (at present it is AI) and when this too fail the ones who walked out in wealth took their money to the Bahama’s, Lichtenstein, Monaco or the UAE, that is where they will remain until 2070 when the dust settles with little or no survivors. The 150,000,000 outraged Americans will make sure of that and the little who had something and couldn’t escape will be the unwilling target of outrage. Those who knew got out fast. So at that point will President Trump and family be paraded to the audience in Lefortovo Prison in Moscow, or Beijing State Security Bureau Detention Center? You can guess, I do not know. I reckon that the zero tax nations might not want Trump in their midst as he would be seen as a cancer on their way of life and with a possible default, China or Russia might become his only option. He might try to buy a golden UAE visa, but I do not know if he has the billions required, he might make that claim but the nation giving him and his family these visas might want a deposit on hand and that is the claim he might not be able to do. America is about to get that dangerous a place. And even Pierre Poilievre might see that setting at present. 

So how right or wrong am I?

It is a fair question. My view comes from watching certain matters with the eyes of a hawk. It might be wrong, but the media gave the snippets of reality through the filtered information and in this I see the papers of half a dozen nations and they all respond to different stake holders and as such some information reached me and I filtered that information to seemingly data. Seemingly because the filtering was personal (and optionally wrong), but what choice did I have? Accept the journalist data that was filtered? That person would have been drinking brand X (the other gatorade). So I came to this conclusion and it is what you make of it, reset it, accept it or question it. It is all fair, but I didn’t post that we should vote for Trump, I didn’t start the tariff war that is costing America billions and I can go on from that, but you get the idea. 

Perhaps President Trump could keep his fingers still (off the keyboard) and his mouth shut? The is the premise that is starting this all. Make of this what you want. I am stating up front (actually now) that this is largely speculative. If there is a reliable journalist and a reliable economist you might get a better picture. So Canadians enjoy your Bundaberg Rum (Australia), Broken Shed Vodka (New Zealand), Bombay Sapphire Gin (United Kingdom) or Crown Royal Black Whiskey (Canada) and enjoy the outcome of the election with a new Prime Minister (hopefully Mark Carney), you’ve earned it.

Have a great day all, it is time for me to get some sleep (it’s 02:40) now.

Leave a comment

Filed under Finance, Law, Media, Politics

Is it reality?

That is the question I am faced with as I saw the article at CBC which I cannot continue as CBC screwed up its site giving us advertisements every inch of the article, as such Brodie Fenlon clean up your freaking site, and fire the idiot responsible for this. Yet the BBC came to the rescue and gives us (at https://www.bbc.com/news/articles/cx2v37z333lo) ‘Trump deep sea mining order violates law, China says’ in earnest, that article is three days old and I preferred the CBC article as it shows a little more clearly how desperate America has become for funds. I reckon that the interest on 36 trillion of debt is gnawing on the bones of America, more prevalent that gnawing has gone beyond the bones as it is starting on the bowels of America. The BBC article gives us “Donald Trump has signed a controversial executive order aimed at stepping up deep-sea mining within US and in international waters. The move to allow exploration outside its national waters has been met by condemnation from China which said it “violates” international law.” I tend to agree with China, but merely as it allows a setting where the desperate poor countries who cannot counter America and these nations are left with baubles. A setting they learned from the slave traders around 1768. You have to hand it to trump. He is giving the old scriptures a chance to prove themselves. The issue I partially have a problem with is “The administration estimates that deep-sea mining could boost the country’s GDP by $300bn (£225bn) over 10 years and create 100,000 jobs”, in the first there is no clear setting for the $300,000,000,000 revenue. If they ‘mine’ in a few wrong sports, the price if mining and the revenue of staff will cost them an easy $50,000,000,000 which implies a lost revenue base of 16%, the second part is that these jobs are mostly given to people they just evicted. Only the higher levels will get a nice dime, the rest will be done by Americans who didn’t want the job anyway and that breeds errors and often mistakes. A non-committed employee screws up the daily routine a lot more than you are happy with and that will be dozens of people. The part that I never gave the right attention is seen in ““The harm caused by deep-sea mining isn’t restricted to the ocean floor: it will impact the entire water column, top to bottom, and everyone and everything relying on it,” he added in a statement released on Friday.” The he in that quote is Jeff Watters of Ocean Conservancy, a US-based environmental group. The fact that Jeff merely got one quote implies that he has a whole lot more to say and I wonder if we will ever see that part of the equation. The larger setting is that America is now ready to start bullying its way through international waters. So what will they call those who want to intervene on their waters (or too close to it), will they suddenly be branded pirates? A larger setting that America has lost the plot and I warned for this a decade ago. Deal with your debt unless it deals with you and that seemingly seems to be happening now. It also opens a new setting. These little nations will now be ready to side with China, which is another headache for America. And that setting will give China (as a protector or these nations) an options to scuttle these miners. So $300 billion largely lost and American lives lost (at present no one cares about those). Now we get the added cost of these mining platforms and as such America gets into deeper waters. 

So the end of the BBC article gives us “A recent paper published by the Natural History Museum and the National Oceanography Centre looked at the long term impacts of deep sea mining from a test carried out in the 1970s. It concluded that some sediment-dwelling creatures were able to recolonise the site and recover from the test, but larger animals appeared not to have returned.

The scientists concluded this could have been because there were no more nodules for them to live on. The polymetallic nodules where the minerals are found take millions of years to form and therefore cannot easily be replaced.” As such we have a (non proven) stage for the desperation of Americans. This was shown half a century ago. And the fact that America is willing to ignore “larger animals appeared not to have returned” as well as “polymetallic nodules where the minerals are found take millions of years to form and therefore cannot easily be replaced”. As I personally see it, to ignore these two facts implies that America doesn’t care (or cares less) about marine life and that it will act like a carrion eater in regards to the ocean floor and take now what needs millions of years to form whispers (to me) that America is decently beyond broke and it falls to President Trump to default the larger part of 36 trillion of debt. I’m pretty sure that I made mention of that chance in the past and as I am likely proven right yet again, the question becomes why didn’t economics signal clear levels of dangers? The news now, as the Times writer (and American economist) Irwin Stelzer gives us that the economy of America is in rather good shape. So is it really? Please give us the goods on how America is doing well? It might be that the America Economy is seemingly hanging tough, but they lost billions of revenue all over the field from retail to defense contracts. They might be in denial, bit as I see it only two years ago we would never have seen ‘Italian defence and aerospace giant Leonardo has signed a new Memorandum of Understanding (MoU) with the Kingdom of Saudi Arabia’ a mere three months old. So how much did America lose here? I cannot set the valuer of that contract, but the quote “multiple areas of collaboration to include space industry, airframe MRO (Maintenance, Repair and Overhaul), localisation of electronic warfare systems and radars and assembly of helicopters, a focus on Combat Air and Cross-Domain Integration fields, industrialisation processes and human capital development, national supply chain in the Kingdom of Saudi Arabia and the country’s role for Leonardo in the region as well as the global value chain.” (Source: www.leonardo.com) leaves me to believe that it is a serious amount of money, now add the new European slices and with the tariffs the loss of America is now on a threshold to fuel a larger recession than ever speculated on before, the larger players (read: Bloomberg) set this chance at the moment at 40%, as America scuttled their own retail houses (like Walmart) of cheaper goods, they need to continue without the goods, you might think it is nothing, yet 1% of the American population works there, now take out the thousands of shoppers (read: immigrants) and that 2025 revenue of US$680.99 billion will topple by at least 10%, 30% if they are not careful and what remains of that Net revenue of US$19.436 billion? You see, they either fire a whole lot of them or lose close to 40% of their business. These are personally considered numbers, so I might be wrong here to the amount of loss, but not the intention of loss and this is merely Walmart. There are several other chains facing this setting. So how good is that shape of the economy? 

I wrote a few years ago that we need to see where all these bonds are, no serious journalist ever looked into that matter it was the time around the collapse of Silicon Valley Bank in 2023. I wondered how the could have happened and it was a much bigger thing. The acquisition of Credit Suisse by UBS gave me pause to ponder, I figured that several banks had over swallowed on bonds which left them not dissolvent, but left their funds largely frozen as such I speculated that Credit Suisse and SVB had too many bonds and at that time the loss of value of these bonds were crippling them. At present no one really looked at this, even to debunk my train of thought and now we also see some are selling their debt of the US. The BBC touched on that on April 10th (at https://www.bbc.com/news/articles/c5yrr0e7499o), so feel free to think I am crazy (always a decent stance to have) but there is ruffling in the economic oceans and the stage that the economic times are decently horrendous is not a bad thing. 

I just thought of something, did America rename the Gulf of Mexico for mining purposes? Now a bad stance, if it not for the tiny fact that the Bermuda Triangle is there too, as such how many mining platforms will operate in that region and what remains a few weeks later is anyones guess. Just me having fun with the situation. 😛

Have a great day and feel free to enjoy a coffee, it leaves you with a warmer feeling than a US bond at present will. 

Leave a comment

Filed under Finance, Law, Media, Politics, Science

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. 

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Tourism

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. 

1 Comment

Filed under Finance, Media, Military, Politics