Category Archives: Politics

At the start of round two

I have stated more than one that America has a problem, it has a few, yet this was about defence spending and others aren’t spending it on American soil. I have been called crazy, cranky and delusional (no idea where the cranky part came from). Anyway, today I see that Saudi Arabia has a MoU (Memorandum of Understanding) with Leonardo defence.

From one source I am getting “The Ministry of Investment (MISA) of the Kingdom of Saudi Arabia, the General Authority for Military Industries (GAMI) of the Kingdom and Leonardo announced yesterday the signing of a Memorandum of Understanding (MoU) with the intention to discuss, develop and evaluate a range of investment and collaboration opportunities in the defence and aerospace sector.” Some will say ‘so what?’ and until recently I would have agreed. I never heard of them, that doesn’t mean anything, but when you consider that the amount (unverified) is rumoured to be around a billion dollars, the case starts to give a different stage. China is taking a massive slice, Germany and the UK are on the pie hunting side and now Italy takes a billion too. This means that the pie that America one had, what is left is a lot smaller and a lot less impressive (for America that is). 

So the pie that was overwhelmingly America (Raytheon, Northrop and a few others) is now set to at least four additional players and even as we do not know the slice of China, there has been a few indicators (unverified) that it amounts to billions. As I personally see it, this is the result of biting the hand that feeds you and I never saw any clear evidence of what happened to that columnist no one cares about. That is the larger station. In addition to this, one source gives us ‘Fifteen Spanish companies compete for a slice of Saudi Arabia’s military pie’. There is no way to see how far they get and the defence market that is going on right now has 700 arms manufacturers trying to get a slice of $71,000,000,000. It is anyones guess how much is left after China gets its slice. All indicators give me that they are succeeding, in least in part, in securing that revenue and that is revenue that is lost to America. I feel certain that players like Raytheon will get a slice, but as far as I can tell it is rumoured to be the smallest slice they have gotten in a decade. 

And a lot of this could have been prevented, but feel free to think that my delusion. 

I wonder what news we will see next week when the trade fair is over. Yet I feel that a few European firms will be happy on what they were able to achieve. The largest setting That I expect at some point is that FN Herstal and/or the Herstal Group will place facilities in Saudi Arabia to see the setting that Saudi Arabia has advocated for close to 3 years to have 50% to be produced nationally. I reckon that FN Herstal/Herstal Group might reconsider that setting and move some of that to Saudi Arabia, not only for the slice of pie, but as part of Brics their dance-book will open up to several players. There is no data showing this to happen, it is pure speculation but that move makes sense to me. You see if FN Herstal doesn’t China and their AVIC, CASC, CETC, CASIC, CSSC, CSGC could get a lot more revenue. Norinco is unlikely to make that cut as it has been a really bad boy, but that could be my personal view on the matter.

Enjoy the day.

Leave a comment

Filed under Finance, Media, Military, Politics

van Speijk paradox

It is not a real paradox, although I would claim it was one. I was looking at the Russian losses and I was looking at the Forbes article (at https://www.forbes.com/sites/davidaxe/2024/02/03/complete-stupidity-and-incompetence-as-two-russian-tanks-collide-while-attacking-near-donetsk/) when a few things came to me. There was the case of a police force known as the comedy capers.

You see, when tank commanders are so ‘untrained’ optionally short sighted that we are given ‘Two Russian Tanks Collide While Attacking Near Donetsk’. Some tankers would call this utter stupidity. I am not gifted with tank experience, as such I cannot say that. But the overall the light of Russian intelligence is dimming. To see this, we need to take a look at exhibit B.

There we see that the tanks have been diminished by almost 48%, APV’s are down 42% and artillery systems 46%. The 20th strongest army in the world did this to the 3rd strongest army in the world. I spoke earlier about the logistical farce that is the Russian armed forces and on that note we see several other failures.

What is the van Speijk paradox?
Van Speijk was a Dutch naval commander and on 5 February 1831 he decided that as he could not stop the Belgiums from taking his boat, he decided to fire into the powder room and boom went his boat in the harbour of Antwerp. According to some it was beautiful. He, his men and most of his enemies stopped living in that precise moment. The Russian paradox is there as these people should have known better. Their mistakes are dealt with in Tank operations 101. As such I wonder if it wasn’t intentional. Better be out of commission than blown up. But it is speculation, I have no evidence to support this other than the little I know from the 80’s. So are the soldiers that incompetent or just scared? It is an important questions and I have no evidence one way or the other. The one part I do know is that the Ukraine send 387,940 people for fitting into body bags to be shipped back to Russia. That short war is now 2 years, some short term war and it is getting worse. With the rearmament of the Ukrainian forces and the Russian forces losing more and more hardware (specifically tanks, APV’s, airplanes, helicopters and that list goes on. Russia is losing this and the Russian troops are demoralising more and more. 

It all sounds good for the Ukraine, but there is a snag that is starting to show up. We are now mere steps away from Russia becoming desperate and that tends to be a bad thing. No matter what they do there is most likely a European impact. That is what I feel is likely to happen. Scandinavia and Germany are the most likely targets, but I am speculating here. On the upside a war on two fronts will break Russia. Their logistics are shoddy, their trained staff is mostly dead and what gets conscripted will do so without decent equipment and spring is at least 8 weeks away. All that adds up to a riddle of bad news for the Russian forces and it leads to more demoralisation on the Russian front. 

You will consider my view to be wrong and that is fine. But you just look at the Russian losses numbers and all the news from Russia and see where that point of view leads. 

Have a nice day.

Leave a comment

Filed under Media, Military, Politics

I noticed something weird

This happens, we see something and we think “that’s weird”, at which time we do something, or we do nothing. There is no blame either way, but I decided to take a look. So here I was watching a story on Twitter (still refusing to call it X). And GB News gave us:

I thought that was weird, lets just say that I haven’t seen any Crusaders in over 750 years, so that was weird to say the least. As such I decided to look into this person named Mike Freer. And yes there was some new a month ago with “Until the police catch the suspect, I won’t know if it was deliberate, but it’s one of many threats I’ve faced.” So, one of the many threats? Not to much in the police pages on that was it. Leave it to any politician to seek the limelight whenever possible. Here it is missing and I saw the start of red flags. Then we get to “Muslims Against Crusades”, aka a group shortened to MAC (I can’t make up this shit), with a setting stated as “Muslims Against Crusades (MAC) is a banned radical Islamist group in the United Kingdom. The group was founded in 2010 by Abu Assadullah.” Yet the weird part is that there is nothing in the news. People like this seek the limelight and claim whatever they can and here…..nothing. Another red flag. So who is this Mike Freer anyway? As I can see it, the little I see is MP for Finchley and Golders Green. A British Conservative Party politician and former banker serving as Parliamentary Under-Secretary of State for Courts and Legal Services since September 2022. That is pretty much all there was out there, until the last 24 hours when all the media decided to give him the limelight treatment. A month ago the news was minimal and ‘suspected arson’ was pretty much it.

Could I be wrong?
Yes, absolutely. Yet too many things are off and they come up with red flags. So what is the REAL reason he is ‘retiring’? You see ‘many threats’ implies a much larger police visibility (in the news) optionally even those rascals from Scotland Yard (or alleged brigands from MI5) and I see neither. OK, MI5 are news shy and I get that, but still the painting is missing elements. Now consider William Holman Hunt, The Awakening Conscience (1853)

Without the mistress, it is a seemingly a man relaxing in front of his piano. The mistress makes him naughty, makes him relevant, only she achieves that. That mistress is missing with Mike Freer, making this a weird setting. Look at any UK politician, they’ll exploit any event for visibility. It seems to weird. Then we get the view of the Muslim Council (UK) giving us in the past “a tiny, and utterly deplorable, extremist group”. A group like that needs visibility and they wouldn’t seek Mike Freer, they would seek the Mayor of London, or a big wig visible UK minister. There is too much wrong with the image that I am seeing and as such I wonder how much foot work any journalist in the UK has done, because this took less than 15 minutes and with proper GCHQ access I might find a lot more within the hour. The fact that GB News uses it to forward their momentum I get that, not the most intelligent path, but OK. That happens too. Oh, that reminds me, if that Abu Assadullah was still around (not sure if he is, or isn’t) I reckon he (and they at MAC) would have gotten 600% more exposure if he ‘borrowed’ a real British device 

and took a shot at Nigel Farage. It wouldn’t matter whether it was a success or not. All the papers would be screaming that news out loud for days to come. So when you consider all the elements, there is too much wrong with the news we see here. The question becomes why is he really leaving politics? The most ‘traction’ I see was when he was an area performance manager at Barclays Bank plc. Not much is it? So what is the conservative drive here? A better tool in that area? A more willing bulldog, but they want to replace their troops without bloodshed? Your guess is as good as mine. I have no idea, but the entire Freer setting is off, I know it is a personal feeling. Yet what we see with politicians and the media willing to exploit everything for digital dollars too many tees aren’t crossed and the eyes are missing. And after the Daily Telegraph issue, it is a little too much weirdness. Think what you will, but you know I am right here.

Thursday is almost over for me but in Vancouver it is just beginning (and the bars are closing there now). Enjoy your day and have fun.

Leave a comment

Filed under Media, Politics

On one side

That is the setting I was confronted with early this morning. I actually am not sure where I stand, this happens. It started with the Guardian article ‘Telegraph takeover: UK issues ‘stop meddling’ order to UAE-backed consortium’ (at https://www.theguardian.com/media/2024/jan/30/telegraph-takeover-uk-issues-stop-meddling-order-to-uae-backed-consortium). As such there are issues. In the first we get “The UK government has issued a legal order stopping a UAE-backed consortium from meddling with the Telegraph, including making any changes to top management and editorial executives, until investigations into its proposed takeover are complete.” As such, this is the Telegraph, not some newspaper with credibility like the Times. The Telegraph has been throwing its credibility down the drain faster than a nymphomanic hooker on roofies (just saying). 

We are also given “Lucy Frazer, the culture secretary, issued the pre-emptive action order after RedBird IMI’s last-minute move to create a new UK holding company to house the Telegraph and the Spectator if its complex deal with the Barclay family to take control goes through.” So it was pre-emptive? Fair enough but in that same light we got last November “Lucy Frazer said the Media Bill puts ‘protection of our free press’ at its core.” I don’t think she has a clue what freedom means until it serves HER purpose. In all this there is a side the Guardian and plenty of others ignore. It is seen with “house the Telegraph and the Spectator if its complex deal with the Barclay family to take control goes through.” As such who spoke to the Barclay family on this? I cannot find any article in that regard. This is just another Islamophobia setting and the media is key to reducing that tension, so I wonder what Frazer has on her order list. We can assume that “It is the latest skirmish in the battle for control of the Telegraph in a pivotal year for UK politics, with a general election due to be held in the autumn.” You see the Telegraph is conservatively tainted, as is Lucy Frazer. Is there a chance that they fear that reduced exposure could cost them the elections? It is highly speculative from me, but we cannot see ANY evidence that the acts by Sheikh Mansour bin Zayed Al Nahyan are evil, nothing more than a man being a shrewd business man and I think the UK needs more of those (but that too is my speculative view). Still there is an enormous amount of evidence missing. So what made this deal is such a “complex deal with the Barclay family”? It could be, but we aren’t given this part are we. Just a lot of emotions of some cultural sheila in the fear group (Australian expression). You see what everyone is forgetting is that the Barclay family is largely linked to the Telegraph Media Group. It represents (apparently) a value  in the region of £500m to £700m. Lets not forget how they were duped by Bjorn Lomborg’s climate propaganda, covid misinformation and that list goes on for some time, so how is not prosecuting those people, avoiding Leveson and some other small stuff serving the people and selling the paper to a UAE corporation is not? Lets not forget that the UK has 12 daily newspapers in circulation. As such I have questions and so should you. Perhaps there are valid reasons to fear PR settings, but that fear was taken away from that person in the Mummy 4 (Rupert Murdoch), so why are they still afraid? I think I know, but I will let you figure that part out for now. We are also given ‘Telegraph could become ‘PR arm’ of UAE after proposed takeover, MPs warned’ (source: Guardian) and  consider that the UK population is 68 million, the Daily Telegraph represents a circulation of around 318,000 a day, that represents a mere 0.4%, so where is the danger? I cannot see it, but perhaps someone will put out a much larger article (in an actual newspaper) to debunk my setting and give us the real deal. I could be wrong, I really could be and I am not certain where I stand, but at present it seems that this Frazer girls is responding to a different match ring and we aren’t told what exactly it is. 

The other part is that (no matter how complex), was the move legal. So now we are stopping legal moves whilst governments all over the world can’t be bothered to stop criminals? What kind of place are they running there? 

I will let you figure it out as you start the midweek and I await the arrival of Thursday.

Leave a comment

Filed under Finance, Law, Media, Politics

Forbes Foreboding Forecast

Yup, it happens. Sometimes the others are all on your train ride, but that does not make your prediction true. Yet to see this we need to take the whole image into consideration. For me I saw this come towards us like a freight train without any brakes when I wrote about it as early as September 2020. I wrote several times that these settings were a really bad setting and the outcome would not be a nice one. Then I warned that the US economy had nowhere to go, not when they insult and offend Saudi Arabia (and to some extent the UAE), as such China would gain billions in revenue. We saw last month (could have been 2 months ago), news that America was ‘worried’ about China making so much headway into the middle East. And now Forbes (at https://www.forbes.com/sites/digital-assets/2024/01/29/the-us-dollar-is-finished-wall-street-legend-warns-trumps-and-bidens-china-nightmare-is-suddenly-coming-true/) gives us ‘The U.S. Dollar Is ‘Finished’—Wall Street Legend Warns Trump’s And Biden’s China Nightmare Is Suddenly Coming True’. Really? First off, this isn’t suddenly, I made mentions for almost 4 years that this stage was underway. The fact that the dollar is finished is not entirely wrong, but not to the degree we see predicted. Wall Street will take any stance to diminish that danger. People will end up with nothing, but the almighty dollar will sail on, even though the galleon it once had will be replaced by a simple sloop (as piracy goes). 

So whilst we get “The U.S. dollar is “finished as the world’s reserve currency,” analyst Richard X Bove told the New York Times just days after his retirement from a storied 54-year career as a Wall Street analyst.” I initially tend to agree. Yes the dollar as a reserve currency is pretty much a bye bye black sheep operation. It is the “Bove, who sees bitcoin and cryptocurrencies as winning in a post-dollar dominant world, predicted that China will overtake the U.S. economy” part I do not completely agree with. You see the Yuan is and will be an important part of the global economy, but China has its own skeletons to deal with. Evergrande is one and that $300,000,000,000 issue will hinder the Chinese economy to a massive degree. Not to mention the Chinese population that is hurt by that loss. I reckon that being related to Shawn Siu in China is a lot more dangerous than being a loudmouthed disrespectful American in that region, but that could merely be my take on that situation. You see, China needs both Saudi Arabia and the United Arab Emirates to get the traction to push forward. Yes, they will push the dollar of its throne and Americans with their arrogance did this to themselves, but without the Middle East China has no real momentum. That was the larger station we needed to see. I tried to warn people, but to them I knew nothing. And true, I have no degrees in economy, but I have looked into numbers for decades and I have both a creative mind to see beyond the numbers and a critical mind to question any hypothesis I have. As such I saw what is now being published as ‘suddenly’. My timeline has three years of warnings of the dangers the US and its dollar were facing. I do not have the knowledge or insight to discuss or oppose the digital currency changes, but I can tell that the ego of ex-presidents with his opposition to the digital dollar will be the end of the American economy. The digital dollar would allow Wall Street to diminish the impact the slam the dollar is about to make. If that stops the damage will be enormous. I don’t think the US economy will have any cards to play. Especially now that the EU nations are vying for the same defence contracts that were once almost uniquely America alone. With France, the UK and Germany vying for whatever spending dollars they can, China might end up with a little less, but they still have a lot of billions coming their way, all billions lost to America now and the EU is trying to get a few as well, an indoor fight between the US and EU is not one they were ready for and overall the American evangelisers are now starting to be a lot more quiet. Money talks and the US has none left. Now that the Ukrainian Russian military debate is now three weeks away from two years. A short term prediction by the Kremlin is now a setting that they could actually lose. A stage not considered a year ago and that also brings a lot more problems to the EU nations as well as America. America that has been catering to Russian needs no less and that is important as the people are now a lot more eager to accept China as the new leader. This is not some Nixon fantasy, this is the case of Wall Street deciding on what is best for the world and that is not how it works. That only has any value in the delusional mind of some. So whilst we see what happens next, we see that the power players are vacating towards the UAE. Some will go to other destinations, but the mess that they are leaving behind (not all due to them) will leave the American population without anything left. So what do you think happens when the dollar collapses and 200,000,000 Americans see that their savings are gone. Do you really think they will will side with Trump and his multiple multi million lost lawsuits? Consider that no one has a clear view on how much he owns. Some state that he only has now less than 3 billion and he was dropped from the Forbes 400 list, he came up $300,000,000 short (a lot more with the lawsuits he lost). To give you some reference, Elon Musk is apparently 96 times wealthier. He has 9600% more wealth than Donald Trump and that is the person Americans pissed off, all whilst he has the foundations of a solution for the energy shortage they face. So how is ego holding up? When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough. 

Could I be wrong?
It is a fair question and I ask myself that question pretty much every day. It is not indecisiveness, it is not doubt. It is about verifying the numbers again and again from whatever reliable source I can find. Verification is everything. Richard X Bove and I got to the same conclusions via different ways and as such I wonder why others were never on that page. Why was the media not all over this? They were so ready to protect Elizabeth Holmes and Sam Bankman-Fried, but this they didn’t see? Ask yourself that question and wonder what else they got wrong and more importantly why did they get that wrong. You might come to some conclusions that will scare you. Mainly because you all worked towards your retirement, but how many funds saw the golden future that the dollar bonds brought? When that falls flat your retirement will be gone and there is no coming back from that. I think that a few banks in America, as well as Credit Suisse Group AG (now part of UBS), isn’t it interesting that none of them were properly investigated by the media? They all gave the same story, but no one looked into how many dollar bonds these banks had. It might be nothing, but I doubt it. You see, Credit Suisse was handed a $54 billion lifeline. The fact that ANY bank needed THAT MUCH money was never properly investigated and it wasn’t just them. We see all the claims, but to need a 54 billion lifeline implies that that piece of rope is made from weaved platinum threads with diamonds. When did you ever need a lifeline like that?

And these places all matters, because that is to some extent the impact that the dollar pushed for, at least that is how I personally see it. There will be plenty of people stating that I am wrong, but after 4 years I have been proven correct too many times. Let them come up with verifiable data and clear sources to prove me wrong. I dare them.

Enjoy the day, my Wednesday just started.

1 Comment

Filed under Finance, Media, Politics

Uproarious Nonsensical players support terrorism.

This was a stage I saw last week, but I didn’t trust the source. Now that the BBC is joining that list, the game changes somewhat. The story (at https://www.bbc.co.uk/news/world-middle-east-68119268) gives us ‘UN agency condemns aid halt over alleged help for Hamas attacks’. Now, I haven’t had a great deal of trust in the UN and it melted down close to nothing when that UN essay writer Eggy Calamari launched her attack on the Kingdom of Saudi Arabia and in particular His royal highness Mohammed bin Salman Al Saud. I debunked her fiction (at https://lawlordtobe.com/2021/02/27/that-was-easy/) in ‘That was easy!’. Now, I am not saying he was innocent, because I CANNOT prove that. Yet a person is regarded innocent until proven guilty and that document shows massive gaps and no clear evidence of guilt. I will go even further that the UN took its time AVOIDING one piece of evidence and for the most no one has ever seen it. The document is added to that article, so feel free to read up on it. This matters as we saw similar acts on the UN avoiding the guilt of Houthis and the acts by Hamas. The United Nations (as that joke goes) is less useful than a crack dealer in a schoolyard. This all matters because now we see “The head of the UN agency for Palestinian refugees, UNRWA, has urged the countries that halted funding to reconsider their “shocking” decision.” My somewhat less than politically correct response is “Are you out of your flipping mind?” This is not some ‘misplaced’ act of doubt. This is a direct accusation that members of the UNRWA have actively been assisting Hamas with a terrorist attack. So the UN better wake the folly up and start properly investigating. The quote “The agency says it is investigating and has already sacked those employees” I understand and I accept that the UN needs to properly investigate things, but this comes from several sides and at present Australia, Canada, Finland, Germany, Italy, the Netherlands, the United Kingdom and the United States have suspended funds to the UNRWA, so this is serious. These are nations with an effective intelligence network. As such the UN has its nightmare scenario running amok (no idea how one runs a muck), but this is not a setting lost in translation and this is an accusation, not some half baked allegation. I rely on evidence and I have not seen any, but these are organisations that have all kinds of connections, as such I tend to accept the allegation until proper presentation is made. The issue is that the allegations against Saudi Arabia by the UN and FTI Consulting (which the UN used)  had holes in them, several and both reports were used even though the people behind it should have known better and the fact that I showed holes in these reports in less than 24 hours implies that others would have done so quicker, but they remained silent. And now the UN has a problem. Through the UNRWA they stand to lose a lot of fundings and until they clean their houses (plural) the world has pretty much had enough of that UN gravy train. The fact that we are treated to “It would be immensely irresponsible to sanction an agency and an entire community it serves because of allegations of criminal acts against some individuals, especially at a time of war, displacement and political crises in the region.” You see, this is not some ‘criminal’ element. These are people ACTIVELY supporting terrorists and terrorist goals. One might state (might being the operative word) that the attacks of October 7th might not have been possible without direct support by UN staff members. I know it is a stretch, but it might not be far from the truth and the UNRWA conveniently sacked these people. So how will they be prosecuted? A missing question. 

Today we see the start of nations at large demanding accountability from the UN. They kept silent on Houthi attacks on Saudi civilians. The kept silent on terror attacks by Hamas and that is merely the tip of the iceberg. This all reminds me of an old saying and I used it against a few companies in the past. When you cater to everyone, you please no one. It does not seem fair, but that is the reality we face. We cannot please all and the lesson will be a hard one to learn by the United Nations and we will see that soon enough (I reckon before March 1st).

Enjoy your Sunday, mine is mostly gone by now.

Leave a comment

Filed under Finance, Law, Media, Politics

What is the real fear?

That was the first thought that hit me when I saw several articles like the one (at https://www.theguardian.com/business/2024/jan/25/emirates-backed-stake-vodafone-security-risk-uae-uk-government) where we are given ‘UK says Emirates-backed stake in Vodafone poses national security risk’ and my first thought was ‘What?’ Now, lets be clear, I have no idea how true the statement is, for the longest time I saw Vodafail as a joke (I was a victim of their not so nice side a decade ago). Vodafone is almost everywhere (EU, UK, Australia) so why is the UK the only one crying foul? 

The article gives us “The Cabinet Office issued a notice late on Wednesday warning that the 14.6% stake held in Vodafone by Emirates Telecoms, amounted to a security concern given Vodafone’s strategic role in the UK’s telecommunications services.” Now, I don’t see the danger, but that might clearly be me. This is not my cup of tea. But all these companies whoring for dollars and investors have been playing on every field and now it is an issue? How about the board of Vodafone not whoring for investors? And why is the less than 15% a security risk? Then we are given “That move triggered the government to look into the deal under the National Security and Investment Act 2021, owing to Vodafone’s importance as strategic supplier of the UK government and being involved in the country’s cybersecurity infrastructure. However, the government had not previously made any public announcements saying it was looking into the partnership.” Now, as I personally see it, that act is 3 years old. At the moment of creation, why was there not a clear message that anyone involved in investing in infrastructure is prohibited in ‘courting’ investors? There is a clear case that if this is indeed stamped a security risk, there is a chance that the UAE can reclaim investment plus 50% damage bonus and Vodafail better cough up that dough (obviously they will charge the UK government for that).  

My question becomes ‘What is the real fear?

In sight of “Under the terms of the strategic partnership, Emirates Telecom can increase its stake to just under 25%, while also having the opportunity to add another executive to the board if its ownership tops 20%.” I merely wonder what the danger (if any) there is. I honestly don’t know. You see Vodafone is in 16 countries and is stated to have over 160 million customers. If I had the money I might consider that and there has been several messages over the last 2 years that Vodafone cleaned up their act and services. There are several deals, mergers and investigations in place that give rise to the simple fact that certain people are placing their chess pieces (corporations) and they are (my speculation) in a stage that they do not want the UAE to be part of any of this. There is of course another option for the UAE. They could start to collect other telecom corporations and chisel the Vodafone slice down to a manageable size. I personally would start by grabbing places that give access to Germany and France, Vodafone has too much power there (and in some places too shoddy reception) and form there grow the market. France and Germany when properly grown would give access to Belgium, the Netherlands, Switzerland and Austria. From there Germany allows growth towards Poland and Czech Republic. It is a much slower path, but I reckon that these loud mouthed politicians will run for cover when Vodafone suddenly is worth 25%-35% less. Let’s be clear, I have no idea how there is a security risk ad we aren’t given that in any clear way, but as I personally see it “a security concern given Vodafone’s strategic role in the UK’s telecommunications services” if that was really true, why was Vodafone allowed to start partnerships? Is it to attract American dollars alone? I have no idea but the UAE and the KSA are the only ones with a credit card that is not maxed out at present. 

I am not telling you this is wrong, I cannot tell. I am asking what is the real fear? Because that is the larger issue in this instance. Just my €0.02 on the matter.

Enjoy Friday that is about to start for most of you and it is gone for 71% for me at the moment, but Saturday is just behind it.

Leave a comment

Filed under Finance, IT, Law, Media, Politics

Spy Games

The first thought I had. An excellent movie with Brad Pitt and Robert Redford, yet what would you think when I told you it is now the BBC who engages this scenario? In comes the BBC (at https://www.bbc.co.uk/news/world-middle-east-67945137) giving us ‘UAE has funded political assassinations in Yemen, BBC finds’. Finds? Found how? Is my initial feeling. I am not stating that the UAE is innocent, I cannot prove that, but can the BBC prove it? So here we get “Counter-terrorism training provided by American mercenaries to Emirati officers in Yemen has been used to train locals who can work under a lower profile – sparking a major uptick in political assassinations, a whistleblower told BBC Arabic Investigations.” So what mercenaries? Not stating that this wasn’t happening, but the question becomes who and to what degree. You see, the presumption linked to “sparking a major uptick in political assassinations” is nothing more than speculation and who is that whistleblower? This first stage has two speculations absent of evidence and all this is linked to American mercenaries? Not the best or most credible source. Wouldn’t you agree? The best we get is that mercenaries possibly trained Emirati officers in counter intelligence. That is quite the leap towards assassination. As I personally see, the better hit is done by the three drivers. Separation, Isolation and Assassination. Yet we can all agree that this isn’t always possible, yet Yemen has a better stage. Get a Houthi rifle (sniper rifle with silencer is best), pay a few kids to be ready to paint ‘traitor’ slogans on the targets house and in the early evening blow his head of and at that very precise moment get those kids to paint the slogans with the reward of cash and each a bag full of food for the family. Not much required for that, was it? 

Then we are given “The BBC has also found that despite the American mercenaries’ stated aim to eliminate the jihadist groups al-Qaeda and Islamic State (IS) in southern Yemen, in fact the UAE has gone on to recruit former al-Qaeda members for a security force it has created on the ground in Yemen to fight the Houthi rebel movement and other armed factions” in this, where is the evidence that “the UAE has gone on to recruit former al-Qaeda members”, what evidence is there? The press has very little credibility left. As I personally see it, at best, the UAE has a list of Houthi terrorists and spread a list around with ‘There people are wanted dead or alive’, the fact that alleged members of Al-Qaeda see that as a way to make money is beside the point. You see, what evidence is there to state that former members of any organisation are now part of a UAE security force? You see the issue is evidence and we aren’t seeing any. 

This goes on with “The killing spree in Yemen – more than 100 assassinations in a three-year period – is just one element of an ongoing bitter internecine conflict pitting several international powers against each other in the Middle East’s poorest country.” Now consider that the UN gives us “Over 150,000 people have been killed in Yemen, as well as estimates of more than 227,000 dead as a result of an ongoing famine and lack of healthcare facilities due to the war.” This implies that they are dealing with almost 380K kills from various reasons. So where are these 100+ assassinations? Where is the data? Where are the names? We don’t get any and in the first example I gave you, how can you see or prove that there was an assassination and not an execution by who gives a darn? We cannot get the west the acknowledge the Iran backed Houthis attacking Saudi civilian targets with drones and now they have a case of 100+ assassinations? I have some serious doubts here.

Then we see links to two other sources the BBC iPlayer (UK Only) that is not evidence, it is merely a BBC recruiting drive covered in a chocolaty spy story. Then we get more emotions and “Leaked drone footage of the first assassination mission gave me a starting point from which to investigate these mysterious killings. It was dated December 2015 and was traced to members of a private US security company called Spear Operations Group”, so who leaked the drone footage? Has the drone footage been verified as authentic? And suddenly out of the shrubberies comes the Spear Operations Group, so who are they? Apparently a Delaware outfit. And the source gives us a meeting in London 2020. Not dripping in any level of evidence. The other scenario is that a former Navy seal told a BBC person a spy story and he got paid for this. There is no verification on ANY level. There is a photo (anyones guess if that is a real person) with “He refused to talk about anyone who was on the “kill list” provided to Spear by the UAE – other than the target of their first mission: Ansaf Mayo, a Yemeni MP who is the leader of Islah in the southern port city of Aden”, so we will not get any facts, other then the mention that Ansaf Mayo was a target. All the news started spreading these tales 8 hours ago. In a few cases a few hours before the BBC told their story. I have some serious doubts. So who was Ansaf Mayo? The BBC article gives us nothing apart from the fact that he was an MP, so why was he killed? What evidence is there that he was assassinated? What evidence is there that who did that to this person? The list of doubts go up and it all reflects on a simple Spy game story, nowhere near good enough to be the stamped with ‘Approved by John le Carré’. Last we get to ‘investigators from the human rights group Reprieve’ with the text “They investigated 160 killings carried out in Yemen between 2015 and 2018. They said the majority happened from 2016 and only 23 of the 160 people killed had links to terrorism”, so where is their top line data? Consider that that areas had a rather large slice of 380K deaths (this list is a subset of that number) and a group with little to no visibility for the longest of time has any data on 160 people and only 23 had links to terrorism? More questions, especially as too many parties (including the UN) have been silent on Houthi terrorism, they blatantly kept silent to smear the Kingdom of Saudi Arabia and this has been going on for years. The list goes on and on and this is the latest approach, now against the UAE. So what gives? The west angry that the UAE joined BRICS? They angry that the UAE is giving too much options to China? Your guess is as good as mine. I have no idea. I am merely questioning the validity of what the BBC is claiming here. I have my own version of these events, which I will not state, because it is pure speculation, I have no facts to support my version and I think that I have that in common with the BBC, we did not get to see any real evidence. Consider that if any of these sources were Iranian, or Iranian sympathisers the entire article collapses like a house of cards. 

Consider that as you start this Tuesday and I am about to enter Wednesday. A simple spy game story that isn’t worthy to sit on any shelf next to spy story masters like Le Carre, Ignatius, Herron, Greene or Deighton. It was a simple setting and I am rejecting what the BBC is telling us on the simple stage of missing evidence, missing verification and missing top line data in a stage where over 380,000 people were killed, finding 650 people (including children) that were assumed to be assassinated is extremely easy, the evidence was everything here and the BBC didn’t give us any.

Have fun today and that red dot on your chest? Pure imagination.

Leave a comment

Filed under Law, Media, Military, Politics

First the giggles, then the howls

Yup, it all started late last night when I was alerted to an article (at https://www.defenseone.com/ideas/2024/01/how-china-winning-middle-east/393483/) where we see ‘How China is winning the Middle East’. It is here that we are given “China is working to present itself as a responsible alternative to the U.S. in the Middle East, just as many are questioning Washington’s long-term commitment to the region”, the article was originally from January 19th 2024. Now consider that on September 9th 2021 I wrote ‘Lemon of the Century’ (at https://lawlordtobe.com/2021/09/09/lemon-of-the-century/), so I mentioned that danger over 2 years ago and it started happening a year later (alas, not my involvement) I initially wrote “I made a case to sell (as a corporate individual) to sell the Kingdom of Saudi Arabia either the British BAE Typhoon, or the somewhat better match the Chinese Chengdu J-20. Now, this is not on principles, but the US making Saudi embargo after embargo, all whilst it is mere puppet play and there was no direct need to stop the sales, especially as the Kingdom of Saudi Arabia was under direct attack by Houthi forces directly sponsored from Iran and the people were eager to ignore that fact. So there I was taking a stab at a 3.75% sales commission, and in light of a $11,000,000,000 sales ticket could bank me $412,500,000 over a few years. Now, I know, am I greed driven? Nope! But I am not walking away from such a massive mealticket!” As such it took defense one well over two years to see the dangers I saw clearly coming then. How laughable is that? What are these American three letter organisations doing? This wasn’t a surprise, this was clearly in view. 

So now we see “China’s narrative in this effort is one of not just opportunity for Middle Eastern states, but constant subtle or overt comparison between U.S. and Chinese goals in the region.” Say what? This was in clear view and I made several mentions in the last two years alone. So whilst you giggle on that consider that I am now calling the match Me (myself and I) versus DARPA a win with the final score being 6-0. I just realised that around three years ago I designed a stealth solution to sink the Iranian fleet (cost around $750K per vessel) yet I suddenly remembered that solution (I keep on designing other stuff) and the principles of Archimedes apply globally, as such they should have no problem with Russian vessels either. Not bad for a person that some see as a loser (well they do), but in the end it is creativity that wins innovation, it wins IP on a much larger scale and in support of that it could win a war too. If you doubt that, consider that “the basic idea of radar had its origins in the classical experiments on electromagnetic radiation conducted by German physicist Heinrich Hertz during the late 1880s.” So the Germans did not see the applications and they could have had an entire war advantage half a century long. In the end it was Watson Watt, Wilkins, and Bowen that turned it into something functional and that gave them the edge somewhere between 1930 and 1940. The application of my solutions are reimagined solutions of something that was out in the field. OK, my idea to melt down nuclear reactors came from a snow globe, so that is one that is all mine. 

When you consider that and the fact that I am calling a 6 point sore on DARPA you might howl with laughter and that is fine. But consider that I kept a lot on my blog. There is a timeline and DARPA has nothing to put against that and now we see that Defense One makes mention of a ‘danger’ all whilst I made clear mention of that well over two years ago. That is what it means to be asleep at the wheel. And I am not innocent of that either. You see I made mention of an idea some time ago and I just realised that it could be applied to the series Engonos (season 2 or 3) but I forgot about the idea (another reason to keep a blog). Now as it resurfaced in my mind I also realise that as I am concentrating on another script (How to assassinate a politician for Al Saudiya) that I am new to that. As such all writers (not just me) seem to think in active terms. There are four parts in any script (no technical reference), they are active, reactive and both can be endotherm or exotherm. Implying that from within or from outside sources. That was the part that as a storywriter you take notice on, but in writing a script that setting goes different. As such I suddenly remembered Ate, daughter of Eris and suddenly other ideas come flowing in, OK, some based on ideas my mind had created, but I never considered it as the entire setting of Engonos was not on my mind. That came well over a year later. 

You might wonder what one has to do with the other. Well, creativity goes in several directions and it was creativity in data that gave me the view of China becoming a much larger provider of Middle Eastern defence structures. It seems that Defense One only caught on a week ago. Now, that doesn’t make me ‘more’ correct, but when you see the settings how it was THEN, most people with BI insights would get similar conclusions. I did my ships engineering in the 70’s. Those principles gave me the idea for the stealth solution I designed decades later. Education matters, it might not matter now, but it allows the creative mind to see additional solutions, solutions that do not even exist when the thoughts were created. That is true innovation and that leads to larger advantages in any field. That is what some fat cats forgot about and as the stations are brought to bear they will all cry that it was unfair, but the reality was that they slept on. Only 20 hours ago the Business Standard treated us to ‘The online ad cookie is crumbling as Google Chrome secures privacy’ whilst another source gives us “Advertisers aren’t willing to pay as much for random internet users, so every time the page loads for a cookie-less Chrome user, it’s bringing in less money than it might have before.” The problem with these trains of thoughts was that I saw the announcement AT Google well before the first Covid shutdown, so it has been a while, so these people never prepared. How silly is that? Howlingly laughing silly. And that is where we see the stage. We giggle on some news, we howl at news and clams and we lose our shit laughing when we see that the non prepared mind should have known better and they all connect. Because change forces us to become creative, in two cases that wasn’t done. So whilst some may sneer and laugh at my claims, I put my claims out in the open on a blog and I did it 2 years earlier. The snow globe solution is there too, not sure how much I put online on the stealth vessel sinking solution (oh, SVSS sounds cool) but there you have it, we cannot anticipate everything. But I do like the idea that my idea could be applied to Russian vessels as well, as such, DARPA eat your heart out.

Have a lovely Monday. Tuesday started just now here.

Leave a comment

Filed under Finance, IT, Military, Politics, Science

Pink is the colour of ignorance

That is what set this in motion. All the (as I would call them) stupid people all having their own little opinion devoid of facts. It is the devoid of facts that makes them stupid (as I personally see it). Still, you need to be forewarned of this article. To see this you need to realise the difference between speculation and presumption. One is a guess, the other is an educated guess. The difference is all about knowledge of the subject matter and in this case I do not have that. So even as I rely on facts, on given knowledge my guess remains that, a guess, optional pure speculation. I think it will be better than what some will give you, but that will be up to you to decide. This was all set off by a story in LinkedIn. 

The story (at https://www.linkedin.com/posts/codepink_today-when-we-asked-senator-menendez-when-activity-7153799630453923841-xIln) gives us the accusation, and the BS from a group of people (all women) that have a point of view, but like the irrelevant tea nannies all against arms for Saudi Arabia via Campaign Against Arms Trade (CAAT), they cannot see the whole picture and they caused the loss of billions to the United Kingdom treasury coffers. You see this all started with Hamas. On Sat, Oct 7th 2023 Hamas attacked Israel. The result 1,139 deaths – 695 Israeli civilians (including 36 children), 71 foreign nationals, and 373 members of the security forces. Approximately 250 Israeli civilians and soldiers were taken as hostages to the Gaza Strip, including 30 children, with the stated goal to force Israel to release Palestinian prisoners. It was quite literally the straw that broke the camels back and Israel responded, harshly I might add. This is what set it off and the ignorant are eager to ignore this fact. Now we see SBS giving us that Gaza now has 25,000 casualties, and several sources give us the starting point. It wasn’t Israel, it was Hamas and we better wake up and we need to wake up fast.

The guardian (at https://www.theguardian.com/world/2024/jan/18/evidence-points-to-systematic-use-of-rape-by-hamas-in-7-october-attacks) gives us ‘Evidence points to systematic use of rape and sexual violence by Hamas in 7 October attacks’ with the text “Israel’s top police investigations unit, Lahav 433, is still poring over 50,000 pieces of visual evidence and 1,500 witness testimonies, and says it is unable to put a number on how many women and girls suffered gender-based violence”, so how many media outlets gave us that part of the equation, or how many media outlets give us the fact (recorded by IDF) that Hamas has weapons caches and connecting tunnels straight into Gaza hospitals. None of the hospital staff ever came forward with that, did they? When you add these parts to the equation we see that Israel pretty much has no choice and as long as Gaza protects Hamas, they are in for a rough ride and soon they will stand alone. 

Standing alone?
Yes, you see what Saudi Arabia and the United Arab Emirates clearly see is that Hamas is not some muslim solution. They are a liability and they are a danger to middle eastern stability. The moment that comes out clearly to all muslims, Hamas will be deserted by the population of Saudi Arabia, The Emirates, Bahrain, Egypt and Oman (I’m not sure where Iraq stands). In that setting Qatar giving refuge to the heads of Hamas will have to choose to be out of the game or throw Hamas out. Qatar for now has Al Jazeera, when the KSA starts its international English news channel that advantage is gone. As such Qatar will have to openly side with Iran or be made the irrelevant player of the Middle East. In that regard when the UAE and KSA do start the stability setting, Egypt will get on board fast because of the economic benefits, as will Oman, as will Bahrain. The rest will have to chose and as I see it that leaves very little options for Hamas, they were close to irrelevant 5 years ago, now they are out of options. And the middle east needs stability, something America is fearful of. They had a good thing going in instability. Now the game changes and the largest economic hub could be the middle east by 2032. The EU is in shambles, it is all about presentations and not about providing results, merely quoting the image of results (where did I see that before?) Overall the larger game for the middle east is to set a table with the largest players. I believe the three players are Saudi Arabia, United Arab Emirates and Egypt, the rest is not unimportant, but these three are the founding pillars. When that happens Hamas is a liability and Iran becomes obsolete. So where will Qatar end? Hard to say, it largely depends on Qatar handles that situation, but as long as it gives refuge to Hamas their options will be dwindling down and I reckon faster than they are happy about, especially after the KSA starts its global English news channel. 

Yes, they are all facts, but in the end my point of view is speculative, no matter how many facts surround this. When you start looking at some of the actions and the inability of the media to give us facts. Where can we look? Consider that the media has been soft on Houthi activities for three years, now that they are attacking ships and impeding profits, now they are all out on these Houthi’s? These terrorists? So where were they in the last three years when Hezbollah allegedly and Iran were supplying these forces with arms and drones. Where was the media when Iran backed Houthis were attacking civilian Saudi targets? Investigate for yourself and see what we weren’t told. Consider these parts when forming your point of view instead of blatantly following the colour of ignorance.

Enjoy the weekend.

Leave a comment

Filed under Media, Politics