Category Archives: Politics

Is it too little, too late?

That is at times the question. What I think does not matter, I can be opinionated. Yet that part is still part of the speculative side that I walk. Only those who are in power in the Kingdom of Saudi Arabia can actually state what is real. The rest including those think tanks are clueless. Well, think tanks have a deeper generic knowledge, as such it is no longer speculation, it is presumption. It is knowledge based on data and knowledge they have, it is more accurate than speculation, but how much more is depending on the political hands that they also feed. 

As such Reuters gave us (at https://www.reuters.com/business/aerospace-defense/italy-ends-yemen-linked-embargo-arms-sales-saudi-arabia-2023-05-31/) ‘Italy ends Yemen-linked embargo on arms sales to Saudi Arabia’ this is good for Italy and it will help the EU, but how much? That remains to be seen. This 11th hour turnaround might have som impact, but will it be enough. For it to matter the UK needed to come across months ago and they didn’t and now China has the bulk of the orders ready for consideration. Italy as such might get some, but will it be enough and there the setting of ‘too little too late’ comes into play. Even as they include the UAE, the setting was always going to be the massive billions that the KSA had to spend and even as we consider that the KSA expenditure reached $75 billion last year, most of it is now going towards China. A safe bet is 40%-50%, but I reckon that China stands to gain up to 70%, all that revenue lost to the US, UK and the EU. The losses for these three are likely THAT big. Mine is not presumption, I do not have certain access. It is speculation at best, but how wrong do you think I am? We saw the courting by Chinese officials in 2021 and 2022 and now that they have made their impact Italy is now ending its embargo with a nice “praising Saudi Arabia’s recent peace mediation efforts”? Who are they kidding? The UK handed their revenue to the tea grannies of the CAAT, well a lot of good that did, China just took over and now none of them have anything to tell anyone. Well CAAT can state that they kept their heads high, so when OPEC adheres to the need of Just stop oil and 250K barrels a day go to China instead of the UK, what will have been achieved? I can tell you, nothing. Nothing will have been achieved, but the quality of life in the UK will go down further. 

We see now all kinds of changes and whilst the political arms give lame excuses all around us, the reality is that we opened our big mouths and there is a cost to that, but when the coffers are empty like most coffers in the US, the UK and most EU countries the cost of living will bite more and more. I tried to warn you all for at least three years and these options are all scuttled and they will not mature. So as Italy is making its step hoping there is some time left, I wonder if there was any time left. It is my speculative view that this is too little and it is way too late, but then my speculation could be wrong. You tell me, I honestly am not certain at present. 

Enjoy the day, the day before the weekend is merely one day away.

1 Comment

Filed under Finance, Military, Politics

The optician’s folly

It is a setting that exists. I don’t think that I have ever faced it myself. I have met short sighted managers, people whose pupils have reshaped into dollar signs, so if it didn’t meet their revenue goals it would be invisible to the eye. I have met all kinds of stupid people, not those who lacked intelligence, but those who pig headed ran into a situation regardless of the consequence. I have seen all those and I was in the military. I saw the middle east through non touristy eyes, even though my own point of view was warped to say the least. We all have been there or saw something to that degree. Yet the larger stage that the BBC gives us (at https://www.bbc.co.uk/news/world-us-canada-65724065) is totally new and a new kind of weird. The article ‘Navy finds ‘perfect storm’ of problems in elite Seals course’ doesn’t really come close or do it justice. This is not on the BBC or the writer. They reported and reported correctly. Yet this setting on the US Navy Seals is beyond comprehension. It starts with “The US Navy’s report found that the programme put “candidates at significant risk” of injury and death. The investigation followed the death of a 24-year-old sailor during the course in February 2022” and goes arctic pretty much soon thereafter. You see, I was taken aback when I saw “Naval investigators found that medical care at the course was “poorly organised, poorly integrated and poorly led”, factors which it believes “likely had the most direct impact on the health and well being” of candidates.” Consider that you have a collection of sailors, they are good, really good. As such the Navy have a vested interest to keep them safe. Now some of them think that they have it to be the best of the best of the best of the best. There will be a decent amount who will not make it, we get that. To become one of the elite is questionable on a few levels, but I get that some are driven to become elite and I accept that. I would never be that good, but I get that some are. Now consider that these were already way above average sailors and that is fine. So in what universe is it OK to handle a “poorly organised, poorly integrated and poorly led medical unit?” If they are not the stuff of legend and they state that this is an attrition rate of between 70% and 85% per class. Why not keep those safe and more important keep those who make it even more safe? Even as we get the doctors lollie with “a Navy official said that 10 people identified in the report – including two high ranking officers – are facing possible prosecution for Mr Mullen’s death” the larger issue is not that it was happening, but that there was a cluster of 10 men. This implies a much larger failure and for what? There is absolutely nothing to be gained from this level of failure and I wonder how that sails on the court martial hearings of the top brass involved. 

Then we get to “The report also found that some students turned to performance-enhancing drugs to improve their chances of completing BUD/S, a long-standing issue that the Navy had been slow to address.” This is another notch on the top brass addressing list. A place like the Navy Seals with ‘a long-standing issue that the Navy had been slow to address’? The Navy Seals no less, someone didn’t want this to be dealt with. A sort of accepted level of cheating. Will the person do whatever needs to be done? That is more than a tall order and it stands that those who make it, some will be dopey’s and more importantly they will have mental health issues, because when you are willing to do whatever needs to be done, the civilian side in that person will not be working properly and that person becomes a hazard to all around him. That is a setting that is clear from the very start and the top brass did not see that? Where did they get their ranks? With a pack of butter at the 7-11? 

I have ousted and firm believes and I get that plenty will not adhere to that, or even accept that. I was in favour of targeted killing from the start. To see this I need to give you the talk. You see most judges are to my point of view cowards, they adhere to the golden calf. Why you ask? The law is there for us all and it keeps 80% within lines. 19.997% are criminals and repeat offenders and the law deals with that, I am all for that. Yet there is a 0.003% that are driven by chaos, to hurt and kills whatever needs hurting or killing. They will never stop and until they are dead everyone is at risk. So it is a rare thing but it needs to be done. Now consider that the Navy has a training camp that creates people that are part of that 0.003% group. This is not fighting fire with fire, this is creating a fire and walking away, let nature run its course. Now in the wild this might optionally happen. Yet what to do when such a fire is set in Tampa Florida? A place with over 35% forests in the city and that city has 387,000 people, what then? As such, for a unit like the Navy Seals better than expected medical needs would be essential, when you unite these two views you will see that keeping these seals at the top of their game would be essential. As such the failure of the top brass here is a much larger failure than anyone ever considered. I am not sure if the Navy and its secretary Carlos Del Toro have any clue how large the failings are in this place. If not for those who are then at the very least for the ones who did not make it, because no one in the navy likes failure. We get that some have their sights set too high and this happens, but that is why these training camps exist. Many will wash out and they will understand it was not for them, but they were still better than good sailors and that waste is perhaps the most grievous failing. They failed the man of the navy to an unacceptable level and for the “slow to address” side? Well that is a whole other enchilada that the Navy and its JAG division will need to take a hard and harsh look at.

Enjoy the near end of the weekend.

Leave a comment

Filed under Law, Military, Politics

Ding Ding, the premise is set

Yes, this is not new, I made mention of this danger several times over the last two years. And now the media is tarting to catch on. The Guardian (at https://www.theguardian.com/world/2023/may/26/russian-weapons-manufacturers-hosted-at-saudi-trade-event) gives us ‘Russian weapons manufacturers hosted at Saudi trade event’, you see, some might think one part, or the other part, but personally I believe that they were invited as a courtesy. There is the option that they were invited to make sure that the China offers are financially sharp, but that is the sales world for you. You see, they might offer Russian Helicopters, like the Ka-52 Alligator helicopter. Yet the Ukrainians have ben shooting them out of the sky by the dozens, so the options are speculatively not there I reckon and the way Russia is losing hardware, every machined piece of cavalry and artillery better come with a ballpoint (for write off purposes). This was the stage that was going to happen no matter how you slice it. The US thought it was clever and it is now (not so) cleverly losing billions in defence spending by Saudi Arabia and its allies. So when we see “Perhaps the most significant participant in the meetings with the Saudis is Rostec, a Russian state-owned defence systems” and we consider the byline “Companies with direct links to Russian military set to attend, which is likely to heighten tensions with US” no one seems to be noticing that Stephanie Kirchgaessner with her anti-Saudi writing is involved and the larger question is missing is “a similar trade forum with Chinese businesses had also been held recently, although those businesses did not involve firms with connections to the Chinese military.” Really? 

The Chengdu Aircraft Industry Group has no links to the Chinese Military? Tell me another one. Then there is “What is different here, and these recent business events are just one sign of it, is a major reorientation of Saudi policy towards Russia and China, and away from the USA and west Europe”, which comes from some unnamed source. The fun part is that I have ben saying this for close to two years and the first year there was an option to turn this around, yet the US and UK were sitting on their hands and now it is seemingly too late. This is the consequence of a stupid game played by the Pentagon, US Congress, the White House (in and out of office) and the House of Commons. This is the result of stupidity and there is no “heighten tensions with US”, the US is about to lose so much revenue that certain banking moguls will cut up the US credit card (and lower credit ratings in the process). 

Another step achieved by ego grandstanding and inactions. So where will Saudi Arabia, the UAE and a few other players go to? My money is currently on the Chengdu Aircraft Industry Group, but it is a speculative view and I lack certain levels of industry knowledge in that direction. As such I could be wrong, but I do feel that the failures in the Ukraine makes Russia a non-player in this game. Merely a column C option and it is there to make sure that those in Column A and B keep their prices down. This make makes it (for me) about half a dozen predictions right on the nose. Not bad in this day and age I reckon.

Enjoy the Weekend

1 Comment

Filed under Finance, Media, Politics

Human rights versus?

That is at times the question. Don’t get me wrong, human rights is a good thing and we need to take heed, but hat happens when it stops life in other ways? In this case the setting is against Microsoft and here I do not oppose Microsoft, that is folly in some cases and this is one. It all started when early this morning I got ‘Saudi Arabia: Microsoft Should Suspend Data Center Plans’ via some newspaper (at https://www.hrw.org/news/2023/05/23/saudi-arabia-microsoft-should-suspend-data-center-plans). Why? Saudi Arabia is a nation and it is entitled to have its data centres. The text that is part is “Microsoft should suspend its plans to invest in a new cloud data center in Saudi Arabia until it can demonstrate how it will mitigate potential rights abuses, 18 human right groups said today. There is an enormous risk that Saudi authorities may obtain access to data stored in Microsoft’s cloud data center, thus posing unique and direct threats to human rights and privacy, the human rights groups said.” Really? Corporate America and governmental America have been treading all over EVERYONES privacy and rights for years, so where are those warnings? In other news. I personally do not care, you see Tencent with news (at https://www.yicaiglobal.com/news/20230510-05-tencent-takes-steps-toward-chinas-biggest-data-center) gives us ‘Tencent Takes Steps Toward China’s Biggest Data Center’ and I feel certain that they are ready to step in and setup a Data Center for the Saudi government in Saudi Arabia as well, just a few more billion in revenue for China. This is simple, plain and out in the open. Tencent is hoping for more options in Saudi Arabia and the UAE and the Human Rights groups are handing this to them. A nation that is now almost a week from financial collapse needs whatever it can get and losing jobs and revenue to China is not helping, especially after the clambake that Governor Ron DeSantis arranged and that is costing Florida thousands of jobs and a million in revenue, so making Microsoft lose billions as well does not help (but it does aid my prediction that Microsoft will collapse, or implode in 2026). As such, when we see “Microsoft needs to conduct a thorough human rights due diligence process and publicly detail how it will mitigate the potential adverse human rights impacts associated with Saudi Arabia hosting the data center”, we need to realise that Microsoft needs to keep its head above water, it needs to deal with governments and it needs to deal with them and sell stuff. For those Humane jokes, how many from Cambridge Analytics are in prison? How many people from the ECHELON system have been prosecuted? How many privacy laws did they break? The list of questions go on and this anti-Saudi rhetoric is quite simply a joke. Is Saudi Arabia perfect? No, it is not, no nation is, but there are bigger fish to fry. Iran and Pakistan are merely two on that list and then there are the Russian transgressions. How much visibility did they push on that front? The larger folly is not what they do now, but what options would open with Microsoft for a dialogue for diplomatic conversations is one (not all but at least one) and that too will aid to what they refer to as human rights. But that part is not nice enough, too long a track, but now, if this falls through Tencent technologies will step in and take that revenue too. This is seen with “At least 10,000 servers are functioning smoothly and all the cooling equipment is installed, Wang added. Upon completion, the number of servers should reach 800,000, and the computing power should be 10 times that of the world’s most powerful supercomputing center. The Yangtze River Delta hub will provide cloud computing services to the public, including instant messaging, image processing, and medical insurance payments. Moreover, the center supports Tencent’s ChatGPT-like HunyanAide project, per Wang.” Do you think Saudi Arabia (UAE too) is ready for that kind of data center power? How many jobs will the US and US consultants lose and how many will China gain? Did you think of that and that is when you realise how the HR groups are in China, how massively did these HR groups shoot themselves in the foot? 

It might seem like a cheap joke, yet at present these human rights groups are a much bigger danger than Russia has been in the last three decades, that is something to mull over I reckon.

Have a nice day and it is now less than 60 hours until the end of the weekend. 

Leave a comment

Filed under Finance, Politics, Science

The two coloured fence

It is always nice to see fences in books, images and within the mind. They usually have one colour and more often then not it is a white fence. This is what our mind perceives, yet what happens when the fence has two colours, each side it’s own colour and the neighbour has the other colour. Both unaware as they both see one colour. This was my mindset when I saw ‘Assad in Saudi Arabia reflects the Middle East’s new normal’ (at https://www.washingtonpost.com/world/2023/05/22/assad-saudi-arabia-reflects-middle-easts-new-normal/) the issue here is that it is a decent version to hold, and it isn’t set to both neighbours, it is optionally seeing one side, not wrong, not at fault, it merely is. The thought sparked through when I saw “Assad, who experienced a rehabilitation arguably years in the making, but which was no less jarring for his critics and opponents. A decade ago, officials in the Gulf monarchies were conspiring on ways to oust Assad. They poured resources and arms into the civil war raging in Syria, backing a motley grouping of anti-Assad rebels. As Assad turned his guns on his own people, bombing Syrian cities and unleashing chemical weapons on civilians, they placed the regime in a deep freeze, casting it out of the Arab League” this happened, there is no denying it, so when we are given “British Syrian activist Razan Saffour told my colleagues, reflecting on the Syrian regime’s return to the Arab League. “Instead of holding Assad accountable for his heinous crimes … he is welcomed and even rewarded, as if the past 12 years of suffering and bloodshed never occurred,”” There is no denying this, but we all changed the circus of events. For the largest extent the west scuffled its feet, it jigged in place to avoid any actions in Yemen and Syria, even the chemical attack in Ghouta had no activity from anyone in the west. The Middle East is still reeling all over the place and Saudi Arabia with its own Ally USA who deserted them when they needed them the most had to change tactics. It cannot have a war on both fronts and the war in Ukraine opened up a new dialogue, uniting the Arab League nations, with Saudi Arabia strongly at the helm. With Syria it stands to get the side of Oman, Jordan and I believe Palestine, Egypt is already on the Saudi side and they pretty much deliver the dialogues with Algeria and Libya, Yemen is an unknown at present and the UAE should be a strong ally if Saudi Arabia brings a strong united front, but that is how I optionally (wrongly) see it. The more nations Saudi Arabia unites, the easier the other come along to the Saudi side. This now gives the west a much larger problem, because the trump cards Saudi Arabia holds is China and that is a massive part of the Middle East where China now gets a larger influence. There is then the larger benefit, it takes Russia out of the equation for all of them and that is what the league requires. Russia meddling is for them a problem and the Sudan has enough problems. The Middle East doesn’t need to be the clambake buffet that Russia serves. Saudi Arabia has larger plans and 2030 is merely kicking it off, it is not the destination for Saudi Arabia, it is only 6 years away and all this is coming to some kind of pinnacle (not sure what shape it ill take) but whenever it kicks off, the puzzle pieces will start to shape the image we will get. Egypt and it 5G alliance, the economic beachheads in Palestine and Syria pushing towards Jordan with the water investments, Saudi Arabia is shoring up all the borders of the Arab Leagues. You will see them as separate issues, but I am not certain. It is like watching a symphony unfold whilst the west watches the string section listening to its music, yet when you try to align the brass, woodwork and percussion, it doesn’t work yet. Why? I believe that they aren’t called to attention yet, when they do the entirety of the music will alter and to a decent degree, at that point the sections are all aligning to something more, something we haven’t heard anywhere before. The west was always about the diva’s, and they called their own form of attention drowning out the music. Here we see a different score, all about a symphony we weren’t ready for and that will alter the sound, because the stage is not merely assisted, it is a much larger front and the US blew its options. I reckon that Saudi Arabia is testing whether China could hold that place and that is the sum of the symphony we will get to see and I reckon that this starts in 2029 with the opening acts in 2030. 

Consider that I could be completely wrong, and my paraphrasing sounds nice, but it holds no water. Yet consider that Saudi Arabia has several trillions all over the league invested, we merely thought they had no connections, but I am not certain of that. You see, I always believed that Saudi Arabia will do what is best for ITS own nation and ITS own citizens, when that is accepted as true, then the investments change shape and we see that Iran and Yemen are merely disruptive sides, sides it cannot use and there Syria plays a second role. If Yemen and Iran are cast out when Russia does become desperate (it close to being that now) those nations feel the dangers of total chaos, Wagner made sure of that part of the brief. In this the war in the Ukraine opened doors for Saudi Arabia, it didn’t close them. This is how I see it, this is how I interpret the data, but then again I could be wrong, at present with all the IP and other settings I might say ‘There is a first time for anything’ I have ben right so far, even with my IP sides made public, in at least two cases the world is moving there and I can now sit and watch the unfolding of a few items. We all have to sit, watch and adjust our course. Every business does that, even when they leave billions on the floor. It is common sense to make sure that the mission and course are on track. A lesson I learned in the 90’s. I considered what was and I saw that it was short sighted, but I did not take into consideration the personal course of some, were merely on self focus, not on the company. As such I need to consider that as part of the course, not what is best for the company but what is best for the shareholders and the executives. I reckon the course of Governor Ron DeSantis is a perfect example. Whatever HE needs at the expense of nearly everyone in Florida. So whatever colour the fence has is whatever they think it needs to be, but there is the other side of the fence and when you see both colours you have a much better chance of seeing the whole playing field. It was never on the Washington Post, I merely noticed other elements and I personally believe that they were part of a bigger picture and it fits the timeline of 2030, but again, I could be wrong. 

Enjoy the day.

Leave a comment

Filed under Finance, Media, Military, Politics

From bad to worse

This happens, things are not great and at that point someone states ‘watch this’ and opens the floodgates of disaster. This happened in part when Governor DeSantis decided to ‘douse the mouse’ an intensely stupid action if ever there was one. And now the CBC gives us (at https://www.cbc.ca/news/world/florida-travel-warnings-naacp-lgbtq-1.6850920) the simple headline ‘NAACP among civil rights groups warning tourists about Florida in wake of ‘hostile’ laws’. For those not aware, the NAACP (National Association for the Advancement of Coloured People) has set out a travel warning (at https://naacp.org/articles/naacp-issues-travel-advisory-florida) there we see “Florida is openly hostile toward African Americans, people of colour and LGBTQ+ individuals. Before traveling to Florida, please understand that the state of Florida devalues and marginalises the contributions of, and the challenges faced by African Americans and other communities of colour.” As such the one state that relies on its annual tourism revenue (2021) gives us “Florida visitors contributed $101.9 billion to Florida’s economy and supported over 1.7 million Florida jobs” that comes with “According to the Office of Economic and Demographic Research, for every $1 the state invests in VISIT FLORIDA, $3.27 in state tax revenue is generated”, if only 10% is lost, how much damage will Florida endure as this governor is vying for the seat of presidency and does this on a national level? In addition to what I wrote over the last week, we will see national revenues dwindle down with DeSantis in control of whatever get gets control of. It is even less interesting for the Republican Party as they are enduring two losers in their ranks in power in a decade and it could be a lot worse. And they are in turn empowering China and enabling Saudi Arabia in their own ways. Because in that setting there could be a massive push to grow a sort of Disney world in the United Arab Emirates, but founded much more on the Arabian nights and all kinds of Middle Eastern fairy tales. A setting that is not make believe. The existence of the Boulevard Riyadh City is evidence enough that a theme park a blended theme park could push tourism and revenue in the UAE to a decent amount and no matter how hetero sexual that cluster is, the actions by DeSantis is making them uneasy. The hostilities and the ‘Karen’s of America’ are making the people unwilling to visit the US, unwilling to chance disruptive activities and they are seeking it somewhere else and yes Disney-world Paris would be their first choice, but that place will fill up fast and too many people is a negative impact as well. No matter how we see it, to book for tickets for a place that is too often at 110% is no easy choice. The UAE already has the Dubai mall and from there growth becomes easier (not to mention the Ferrari park in Abu Dhabi) and as such the UAE will have a few options all over the land. And when they consider that this could open a market for millions on Indonesians as well (and depriving the US of even more) they have choices to consider. 

So whatever DeSantis thought he was doing, he will have crushed the Florida economy being the first Floridan governor to do so and this economy after all the covid lockdowns was not that strong to begin with. Basically he becomes the straw that broke the Florida’s Panthers back.

So as one state goes from bad to worse, how many other states will suffer that level of income loss? 

Enjoy the first day towards the next weekend.

Leave a comment

Filed under Finance, Media, Politics

The perception of others

This is a case, this is often a case and in this case. I am one of the others. You see the ‘news’ is no longer that, it is often filtered information. Information that is accepted by shareholders, stake holders and advertisers, as such the people are seen and treated more often than not as a distant fourth. This setting came to the forefront when I saw ‘G7 takes stand against China’s “economic coercion”’ (at https://www.bbc.co.uk/news/world-asia-65662720) where we are given “And in not one but two statements, the leaders of the world’s richest democracies made clear to Beijing their stance on divisive issues such as the Indo-Pacific and Taiwan. But the most important part of their message centred on what they called “economic coercion””  Now here we need to pause. These people do not lie (at least I hope they do not), but lets take a look at the evidence. The first is the ‘world’s richest democracies’, these nations are

1. Canada, debt around $ 2,100,000,000,000
2. France, debt around € 3,000,000,000,000
3. Germany, debt around € 2,600,000,000,000
4. Italy, debt around $ 3,000,000,000,000
5. Japan, debt around $ 9,300,000,000,000
6. UK, debt around £ 2,500,000,000,000
7. USA, debt around $ 32,500,000,000,000

Yes, they are really rich (in debt). To give a little consideration “As of April 2023 it costs $460 billion to maintain the debt, which is 13% of the total federal spending” for the US, their interest is $460,000,000,000 to pay for the interest and 13% of the entire budget is to pay for the interest. So all this talk about debt ceilings is close to null and void. Not unlike a Ponzi scheme the US government is taking out new loans to pay for the INTEREST of old loans. When did that ever go good? But that is not what this is about. The next stage is about ‘economic coercion’ something America and others have done for decades. Economic coercion is a political tool that the US pushed all over the middle east, and now that Saudi Arabia and other are pulling their contract with the US and giving options to China it is coercion? I mentioned it a few days ago (at https://lawlordtobe.com/2023/05/19/the-stupidity-of-some/) in ‘The stupidity of some’, I made mention of some elements then and several other articles before that. One should not bite the hands that feeds you and I reckon that is why other players were invited to this party as well (no matter what they say). The US is broke and needs others to do some of the heavy lifting. This is OK, or at least that is why allies stick together, but the bulk is deeply in debt with Canada and Australia in a much better position. Germany had industrial revenues so it is not that bad off either. But this is not bout that, it becomes clear when we see “Now, they worry they are being held hostage. In recent years, Beijing has been unafraid to slap trade sanctions on countries that have displeased them. This includes South Korea, when Seoul installed a US missile defence system, and Australia during a recent period of chilly relations.” They worry? So are they being held hostage, or are they not. Lets be clear all these players have engaged with some form of economic coercion in the past, it is a valid political tool, but now that the shoe is on the other foot, the US is worried. It is losing its grip on the Middle East and as Saudi Arabia is uniting its nations and leagues with the added Syria, Egypt and now optionally Iran as well, the stage changes for the west in the Middle East. China has been invited there now and that worries all players of team G7. You see with them losing 5%-10% revenue to China due to all kinds of reasons they are now scared that someone (the big banks like the Rothschilds) will cancel THEIR credit card and that has them scared silly. I would be to, I really would. This is just a few reasons why I tried to sell my IP to Saudi Arabia and Kingdom Holdings (optionally the UAE too). Amazon and Google were asleep and not caring (perhaps they didn’t like my IP) and Microsoft is not invited to that party and optionally Tencent Technologies is.

You see, the stage, several stages are turning to China as an option. Does China have any less debt? I cannot tell, but they are drilling into new business like nothing we see and that has the G7 scared. 

So when we get to “They called for “de-risking”- a policy that Ms von der Leyen, who is attending the summit, has championed. This is a more moderate version of the US’ idea of “decoupling” from China, where they would talk tougher in diplomacy, diversify trade sources, and protect trade and technology.” We see the larger stage, the ‘west’ will diversify trade sources, so that new and emerging economies can only do business with them if they do not do business with China. Almost like Sony did with retailers in 1998/1999. Those who were showing the SEGA Dreamcast would not be getting the PS2. It scared a lot of retailers because PS2 was a winning system and it did. The same was done much earlier with VHS pushing out Betamax (which was superior). A tool used again and again. Yet the larger stage is not these emerging economies, they are a factor, it is what will Saudi Arabia and the UAE do, they are now aligning the next decade and they were the big spenders all over the place and that setting is now heading for China (not sure if it is a done deal) and in this Egypt is important. With them championing Huawei and their G5, Egypt aligns with Saudi Arabia and a lot of commerce and Egypt then becomes a 5G beachhead all over the mediterranean and Africa. This will benefit China a lot. And as we get to “The US is already doing this with its ban on exports of chips and chip technology to China, which Japan and the Netherlands have joined. The G7 is making clear such efforts would not only continue, but ramp up, despite Beijing’s protestations.” This is the stage that is evolving and it is a dangerous move to make. I get why it is done. In the first I am not stating that China is innocent, I am stating that they all used these tools and the debts are drowning their actions. The danger is that if there are any innovative people in China, they will come with an alternative. I have no idea what, but I recall a nice example. The US created a specific ballpoint pen that could be used in space, they spend millions on that solution somehow and Russia? They used a pencil. We saw the Huawei block by Google and now Huawei is rocking the Harmony OS which is available in 77 languages. It is different from both Google and Apple, so what happens when Harmony becomes the tool of choice in the Middle East? You can ban and block, but the danger is that someone finds another way just like Toshiba in Russia decades ago and there was no alternative, as such Toshiba grew and grew with an entire market where they had no competition. Will it happen again? I am certain of it, when one resource closes people look for another resource, it is a natural continuation. Only really stupid people think that no one can get around them and I wonder what will come next. As such I have issues and the BBC did nothing wrong here, they reported, they used quotes and they adhered to something (not sure what). I am showing you that what is said is not merely dangerous it is deceptive. It these are the richest democratic economies, why is there a 50 trillion dollar debt (actually it is decently higher at present). A debt of 50,000 billion and no one is asking questions. I get it (to some degree) Russia is now a problem, the Ukraine is dealing with it, but it can only do so much. It needs support and I agree they do need it and I believe they deserve all the help we can give them, yet across the waters there is no one dealing with the actual debt, they are merely prolonging a complete collapse that will have too many deep in debt for decades. Retirement plans will collapse, health care will collapse and we will all blame someone, but no one is looking at how we all let this happen and now those with the option will look towards the Middle East (including me), a lot are looking at China as an option and a global brain drain will be the consequence. All settings that the G7 will have to consider, because they all have a lot to lose.

Enjoy the start of Monday up to 12 hours (for some) from now. 

Leave a comment

Filed under Finance, Media, Politics

Traitor’s Gateway

There is a gate through which traitors pass, it weirdly looks like the one in the Tower of London. It does not offer boating service. The traitors walk through the slime and the muck with their bare feet. This gateway is not in London, it is the entrance of the ninth level of hell, a place reserved for traitors. A gate reserved for people like Jack Teixeira, and he is most welcome to that entrance. Lucifer Morningstar has confirmed his reservation. He stated to me that the demons in that level had been doing too little. Too many demons, not enough traitors. So Jack will be getting the undivided attention of dozens of demons for millennia to come and as a second here equals a year there, eternity becomes a whole new context. And it seems that there is place for more if we can believe the CNN article (at https://www.cnn.com/2023/05/19/politics/jack-teixeira-leak-intelligence-unit-warnings/index.html). There we read ‘Defense personnel alarmed after memos reveal Air Force leadership warned about accused Pentagon leaker but let him continue working’, so what was that again about the devils playground? Especially when I saw “Air Force leadership repeatedly warned Airman 1st Class Jack Teixeira about inappropriately accessing classified intelligence have left former and current defense personnel baffled at how he retained his security clearance and was able to continue sharing classified information for months.” I would not say that they are baffled. This level of inaction is just staggering. Some people in this day and age were not willing to put in the paperwork, some were hindered by indecision (a failing many managers tend to have) and then there is “had received a direct order from his superiors to stop taking notes on intelligence, which they found he was ignoring just a month later”. So if I read this right. We see all the huff and puff against Huawei and now TikTok and you keep a clown like that around? Give me a break, China doesn’t need to create elaborate intelligence gathering loopholes (if there are any, no evidence was ever presented.), China can just softly push an intelligence gamer and he will spout whatever they need. ‘Do you want the US invasion plans for Russia?’ Just mention ‘You could never invade Russia’ during a game of Fortnite and some clown will produce the PDF file with (if we may believe the CNN text) personal annotations and notes from the traitor themselves. That US service is just amazing. An Airman with intelligence clearings can deliver faster than an F-35 with overburner heat, hopefully only in America. 

The text also gives us ““This is negligence on the part of the chain of command,” said Jason Kikta, a former Marine Corps Officer and former member of US Cyber Command. “They had a clear pattern of behaviour,” adding he “should have been cut off at the second incident.”” You see, a clear answer and a straight directive, as one would expect from Marines (Airforce please take notes here). A simple application of Common Cyber Sense, like the Marines haircut, just cut it all off! Yes, that is how I believe it should be and what baffles me is how inactive the Airforce has become. You see, Common Cyber Sense is nothing new, it has been around 15 years. The repetition of warnings is nothing new either. All hetero sexual man wanted to look up the dress uniform of a youthful well shaped female Airman. I know it is wrong, but we were all 17 once and don’t we love admiring those forbidden fruits. This happens, it is wrong but it happens. Yet to push defence papers onto the gaming internet is a whole new level of wrong (stupid too) and inactions here that catered to it is setting the question. How much of an overhaul does the classification system need? Not merely that it happened once, but that a repeat offender was able to do it for so long requires a classification overhaul up to the highest rank in that location (and optionally other location to). Although the information at the end “Virginia Democratic Sen. Mark Warner, chairman of the Senate Intelligence Committee, told CNN on Thursday that the new information was “deeply troubling.”” I would say to Mark Warner that ‘Deeply Troubling’ was some time ago and when we see Senators up in arms on TikTok and Huawei issues, all ignoring Cisco matters and calling this ‘deeply troubling’ is making me howl with laughter. And with the added “A memo from September 2022 says Teixeira was “observed taking notes on classified intelligence information” in the unit’s sensitive compartmented information facility, or SCIF, and putting “the note into his pocket.” He was instructed “to no longer take notes in any form on classified intelligence information””. So not only was he doing this for a long time, there is no way to tell how long BEFORE September 2022 this was going on, because I feel fairly certain that he got away with it for some time before someone noticed.

So don’t feel sorely, traitors will brighten your Fortnite day when needed, enjoy your gaming weekend.

Leave a comment

Filed under Law, Media, Military, Politics

The stupidity of some

Yes, we all see that and it has repercussions for these people. We might sit on the sidelines laughing, but it shows a dangerous premise, the stupidity of America, the stupidity of some Americans and how they scuttled their own ship called ‘Future of us’ and ‘us’ could also be seen as ‘US’. This is shown in two articles. The first one is from Yahoo Finance. There was a little better NY Times article, but that was behind a paywall, so you would not be able to read the whole text.

The article (at https://news.yahoo.com/disney-cancels-1-billion-florida-185105108.html) gives us ‘Disney Cancels $1 Billion Florida Expansion’. A setting that came because an idiot (aka Gov. Ron DeSantis) decided to start a war for a trivial reason. He wanted to ‘Douse the Mouse’ (sorry Brittlestar, this is too good a slogan to pass up). And now Disney has cancelled an expansion where we get “The 10-figure office complex near Walt Disney World would have brought more than 2,000 jobs to the region, according to an estimate from the Florida Department of Economic Opportunity” So not only does this governor rub any fat cat the wrong way. He now has grievance with the Commercial houses of Florida, his Republican back, the Democrats of Florida and a few other people. Along with the 2000 people not getting a job, up to 8 people connected to anyone losing that job, as such he is 25,000-50,000 votes down and there is likely a larger loss for the Republican side. An ego centric stupid act on the premise of perception that should not have existed in the first place. It is stupid for a few reasons more. The American have alienated Saudi Arabia, optionally the UAE, Egypt and Lebanon as well. Billions in defence industry is now going to China, building contracts in Syria and Saudi Arabia are now going to China, as such the EU and USA are losing out on billions more. The idea that the EU will cater to another Disney-world giving the EU billions more is not out of the question, all money lost to the US, in a stage where they have over 31 trillion in debt. An act too stupid to contemplate and this could have been avoided. In the 70’s my elders taught me ‘Do not bite the hand that feeds you’ and in 1968 we have the premise ‘Money talks, bullshit walks’ and the US seemingly only has walking left. In this day and age I saw the option for millions more in revenue in IT and it will likely go to the UK, the EU (Germany most likely) and Australia (weirdly enough). I am not ruling out Canada, but I know too little about their abilities in that field. Millions more and the list goes on. America dropped well over $5 billion a year on my recent watch alone. And all this before you realise the blunders that signify the USS Zumwalt with its $4 billion expense and the massive drop in abilities. Just to be clear, I am no naval expert, but I dit get a degree in ships engineering and navigation in 1979, so I am not totally in the dark here. The USS Blue Ridge that launched in 1970 outperforms it by a lot and the cost of that rubber ducky is a mere 5% of the failure that the USS Zumwalt represents. I reckon the idea that a congress would not order the smart bullets that the Zumwalt needs (at $800,000 per bullet) might have been the wake up call some people needed. In that environment we get to the second linked article. 

The second article is from the Guardian (at https://www.theguardian.com/business/commentisfree/2023/may/18/us-debt-ceiling-crisis-republicans) and here there is another side. I do not agree. You see, we can listen to the emotional ‘The US debt ceiling crisis is more proof of Republicans’ cynicism and bad faith’. Here I am on the Republican side. There is a folly to let 31 trillion fester and fester to something more. This is a pox on both houses and it has been for well over 25 years when a tax overhaul was needed and we all hear the same BS. Too hard, too complex. Well, they are close to default on whatever they have left and as Disney goes towards the EU they will open more doors. IBM, Adobe, Amazon, Google and Microsoft are already diversifying leaving the US with nothing (well almost nothing). And as they alienated the few allies left they see an exodus to China, China of all places. 

This is the act of stupidity, stupidity on both houses that would not act when they could and now they are in patters of indecision and they are all trying to find fat jobs in global corporations before the house collapses and it is close to collapsing. This, (and a few related items) was why I tried to sell my IP to the Middle East. In the first you go where the money is. In the second you find a place where you can enjoy your golden years. Because as I see it the US will be a very dangerous place to stay soon enough. Over 200 million desperate people? Yes, that is not a place for me and when the energy shortages hit it will get a lot worse soon enough, they had options there too, but they squandered those options in the last 5 years. 

So whilst everyone is pointing at me stating that I am the stupid one (a fair thought to have) consider that my IP was right in at least two cases, optionally two more that are now evolving. Yet I have a few more and they are all destined to go towards places like Huawei and Tencent technologies. And in all honestly between nothing and  few crumbs, ill take the crumbs, especially if that results in a view like below. 

This is not my 39 coins of silver. It is merely a retirement dream that could optionally be true. And what would you do when you have the choice between what I choose and a retirement home without resources? Because that is what the US (EU and UK too) created with their ego driven decision tree.
Dousing the mouse? When was that ever a good idea, especially when it decides to cancel a billion dollar expansion? Will it go to Euro Disney? With the economic setting the French have, that might be a realistic option for the minions of Walt Disney, and the US? Well it made its own bed, to bad for them that as the others leave that sinking ship well over 275,000,000 Americans will be caught in the middle. They had their options and they voted, or they did not vote and lost their right to complain.

Have a great Friday.

1 Comment

Filed under Finance, Gaming, IT, Media, Politics

The paper tiger

There is a tiger is the fields, the people aren’t afraid, they aren’t worried because the tiger is a paper one. That is the setting and it came to me from the Guardian. The article (at https://www.theguardian.com/commentisfree/2023/may/14/more-than-300000-syrian-civilians-died-any-attempt-to-rehabilitate-assad-is-utterly-shameful) gives us ‘More than 300,000 Syrian civilians died. Any attempt to rehabilitate Assad is utterly shameful’, is that so? Well, it is a point of view, and Simon Tisdall is not completely wrong, actually he sort of is. I cannot fault him for anything but the reality is a lot less appealing and that is the problem, the less appealing truth behind this. You see no one ever cared about Syria. The west did not because Syria has no economic value, it has no oil, just like Yemen. And for all intents and purposes America is already broke and the EU and Japan are right next to America in this. So whilst we saw the Ghouta chemical attack and we saw the news of what happened on 21 August 2013, almost 10 years ago now. Was something done? A week later investigators looked around and The UN investigation team confirmed “clear and convincing evidence” of the use of sarin delivered by surface-to-surface rockets. Nothing was done. That is the reality and we need to take notice. You see at present Syria is one step away from becoming a Russian satellite state. Now with the Arab League back in the fold they will get some of the rebuilding revenue and it will not all go to Russia, I reckon a better setting. So even as I understand the setting of Simon, making Syria a pariah is a lot worse and that goes nowhere. In addition to all this is that the Yemen side is there too, nothing was done by any of us, only now that the Ukraine is under attack things are done, not enough and not fast enough, but something is done. Basically the world did 100% more in the case of the Ukraine then it did in case of Syria or Yemen. I feel that the west is only acting because the Ukraine with its 21st largest army was able to stop Russia with one of the three largest armies in the world and the losses are adding up for Russia

And these numbers are staggering that the Ukraine with the army and hardware they had were able to pull this off and now the west is starting to become aware that there is no aftermath for them. Germany had been for the longest time been pussyfooting on hardware delivery, only to see that Pro-Russian politicians in Germany were stoping this. American politicians were no better here. In Florida we get “Rep. Matt Gaetz, R-Fla, a leader of a small but vocal wing of isolationist Republicans in the House, has introduced a “Ukraine Fatigue” resolution seeking to end “military and financial aid” to Ukraine.” And he is not alone in the US. America has (in my humble opinion) become a collection of pussies that were nice when they were nothing more than rich bullies, but that is now over, the wealth is gone and as such the field of superpowers is changing. It will soon evolve into a new setting with China (the force), Saudi Arabia (the bank) and India (the consumer), in that stage I want Russia to have as little options as possible and we might not like this, but it beats Russia having satellite nations making things globally worse. To prevent it actions were required, actions that remained absent in the west and that danger is still not over, because Iran is still a consideration and Russia likes a nation with so much anti-American sentiment. As such the evolution that the Arab League is making makes a lot of sense, I prefer these two listening to Saudi Arabia than taking snacks and ‘carefully considered actions’ from Russia, because that will surely make things a lot worse. 

And now as we see more and more technology interactions between Russia and the UAE, economic values will spread all over the Middle East, which is good. Yet they also fall away from American shores which is not that great, especially when you see that America remains one step short on defaulting on their loans. 

Yay, Monday!

Enjoy the day.

Leave a comment

Filed under Finance, Media, Military, Politics