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

The Apple conundrum

Yup, it is a mystery and honestly I do not get it. Now lets be clear they haven’t done anything wrong. But a few cogs started grinding after an article in the Guardian. The article (at https://www.theguardian.com/technology/2023/dec/11/apple-macbook-pro-m3-review-beloved-laptop-is-back-in-black-battery-screen) was placed last year, on December 11th. There we see the new MacBook Pro and it is a beauty, especially when you have been exposed to silver editions for about a decade, that jet black is a black diamond, nothing less. It isn’t cheap, but the Apple M3 Max chip with 16‑core CPU, 40‑core GPU and 16‑core Neural Engine can be upgraded to 128GB RAM (I would select the 64GB RAM for sentimental reasons) and can be upgraded with 8TB storage, a little much to my liking, so I would chose the 4TB edition. I wrote some time ago about an Apple/Adobe deal and Apple should consider it for the configuration I am ‘considering’. You see vloggers either go big or they can go home. The market is that way and too many are working below par. They either strap up or become irrelevant and the MacBook pro could allow for that. But that is not why this article is here. You see, Apple has another stallion in its stables

The old iMac’s were not my thing (I had the G4, G5), the old iMac didn’t do it for me, this one is a beauty and for vloggers the workstation to have, or is it? You see the iMac can only have 24GB of RAM, which is enough for the bulk of all vloggers, but the limit of 2TB is not. I have no idea why Apple didn’t allow for the upgrade to 4TB. Now, with the vlogging groups and medium format digital camera’s (at 100MP), having 4TB makes perfect sense. Why don’t the people at Apple see that? Doing the Microsoft path with extra external drives doesn’t hold the mustard. And this is not a time setting, the MacBook Pro is out for a while now, that means that in addition to that, Apple had 3-8 months to mull things over. So why wasn’t this done? The iMac is gorgeous, as such any vlogger would love many hours behind their workstation with that 24” screen making their videos look absolutely perfect. And yes, to get that level of result Adobe is pretty much a minimum requirement. Nothing against the GoPro and its software, which (as far as I have seen it) is pretty good, but today’s vlogger needs to edit and past basic options the only real player here (with no competition) is Adobe. 

All this is pretty much basic information out in the open, am I the only one seeing that? Consider that 2TB is a lot, but it already needed the operating software, other software (whatever you also need it for) and 100GB for the complete Adobe suite (as far as I can tell), now at this point you will see that 2TB is enough. However, 4K vloggers need 45GB per hour, as such you require the max of that iMac within a year and then you better clean up fast and much of it. This is why the 4TB is enough and gives you enough time. Consider one project, 2 hours, editing space that is quickly amounting to 200GB space, so 5 of these and the first TB is gone. Space gets lost pretty quick and those salespeople relying on you keeping your space clean have never considered the creative mind. This is why the 4TB matters and the MacBook Pro does that (even more then needed), so why wasn’t the iMac offered that option at present? I get that it might not have been an option when it released, but now? And consider that this requirement was clearly visible for almost a year. The lack of space doesn’t make sense to me. Should that person rely on medium format digital camera’s that space gets lost even faster. Consider that this could allow for PSD files up to 2GB (their Maximum), consider that a photoshoot could be anything between 50-300 images making this a 600GB nightmare and nightmare is the right word. You see any pro photographer has 1-2 photoshoots a day and managing system space is not their highest priority, making the Apple stance even less comprehensible (to me at least).

I see a lack of interactions, a lack of outreach to the photographer environment (a slight assumption) and in all this Apple is coming up short. What frightens me is that I expect these shortcomings from Microsoft, to see them from Apple is a little bewildering. But that could be me.

Enjoy your day.

Leave a comment

Filed under Finance, IT

Pushing buttons

That is the name of the exercise and this time it is not just having a go at Microsoft, it is time to call Apple to attention as well. You see we have been pushing buttons on a keyboard for years, optionally for decades. Yet when did we see ACTUAL evolution in these contraptions? The most interesting evolutionary step was seen in CSI Miami in 2002 when an episode evolved around a laser keyboard display.

It didn’t go far enough, but it was a start, since then for 20 years. two hundred and forty months no less, both Apple and Microsoft have been spinning all kinds of innovation, but leaving a larger gap. You see, the world is globalising and both were part of that, but they never embraced the world, they merely pushed American values which are not the same.

Now consider this image below. The black keys are small LCD screens (or something similar). 

This is not a leap, this technology, all parts exist. On the iMac you can literally change the keyboard on your screen, a decent case can be made to make the iPad the Keyboard to ANY other Mac, but that is a different conversation. You see, the next part makes sen se if you know more than one language, this example shows us an Arabic version.

A setting that many have seen (millions actually). Japan, China, Korea, Arabic Nations, Pakistan, Ukraine and that list goes on for a while, even in Europe (France, UK) they have different setups. 

So here is the screen below

A simple example from Hiragana. With a home font (the white character) and Hiragana. This was not rocket science. The elements have been around for DECADES and Apple kept itself asleep at the wheel (no one cares about that snoring dumbo Microsoft). A setting that is strangling market research, Advertising and any corporations with foreign needs. I get it, such a keyboard (for now) isn’t cheap (expected $399), but over time as these edges of technology are explored more and more, the prices will go down and two multi trillion companies couldn’t figure this out? And Apple is even in more hot water. They could have set this up by having an iPad (which has 99% of these abilities) at the ready, to make that iPad a Bluetooth keyboard for any other Mac (MacBook or iMac) and they just didn’t look that far? Too many blinders mister Timmy the Cook? 

I wrote about these part (not to the complete degree now) a few years ago and none of these two entertainment jollies (clowns seem too harsh an expression) didn’t catch up? This is the issue with those proclaiming innovation and iterating themselves into the next decade year after year. Innovation comes from making the jump no one else considered and commerce is nice. You see when Apple comes with this idea at $399, someone will reengineer the idea into a $129 solution that works. It is iteration grown from innovation, but Apple made the innovative step, from there evolution comes. Was that hard? 

Are there issues?
Of course there are. Pricing might be a problem, but the keyboard has been neglected for decades, time to open that rusty door. In the end Apple can only start the setting, what comes next is up to the actual innovator. At the ready the iPad could become the start of new Bluetooth technology, which could lead to iPad based keyboards (more rectangle) and with a decently stronger screen. All options in front of the eyes of the Apple cook who seemingly overlooked it all and never looked beyond the blinders they all had. And as for the issues. Is it my job to fix all their shortcomings? Nope it is not, but with the IP at the ready and optionally a massive pay package, I can hand over some idea showing the others that I have a much stronger hand that is not out in the open (Amazon take notice please). You see Amazon could see this too, which means that multi character set design systems will take a much larger stage next, a stage that Azure/Oracle doesn’t actively has and that gives opportunity. You see the Kingdom of Saudi Arabia is investing $200,000,000 in all kinds of IT solutions, the UAE has a $2,000,000,000 portfolio ready for startups. 2.2 billion and Amazon has options, so who else is asleep at the wheels (plural intended). Is it all to be had? Of course not, but gaining a slice of a 2.2 billion dollar cake is better then nothing and some people need to realise that the Middle East is here to stay and it is investing. So why not wake up, have a coffee and see where that could lead you? 

It is merely a thought, but who else gave you the option to consider a slice of a 2.2 billion yummy cake? And it all started with a keyboard, so where are these so called innovators now?

Enjoy Monday. 

Leave a comment

Filed under Finance, IT, Science

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

That one sided conversation

We all have them, we tend to have them with ourselves. We see things, at time we extrapolate and we come to singular conclusions. I did too. You see, ever since we have been treated to Pretty Woman (1990) we al wanted to see Rodeo drive, we wanted to see the shops and during the first covid we all took that option and had a look. However, most of us felt slightly betrayed. The view was not what we expected and today I looked at three other YouTube videos. The bulk is concentrated on the block surrounded the via Rodeo. The shops seem empty, some shops show nothing outside (or very little) and Rodeo drive is diminished to a crowd of tourists and vloggers with here and there a person quickly walking to or from their jobs. The other side is that Dubai has the mall of the emirates, the Nakheel mall that are on par with Rodeo drive and the Dubai Mall outshines Rodeo drive by a lot. And you might wonder why Dubai is such a sought after destination? The Americans let things slip all over the place and the turning point is just about here. I reckon it is already here for Las Vegas and as we see what tranquility, cleanliness and amazing views we get from these malls, as well as malls in Riyadh and you wonder why. London might have Harrods and it is amazing, but London is showing additional issues making Harrods and the streets surrounding it unsafe for tourists and shoppers. The downfall will be harsh and it is getting worse. The malls in the UAE and KSA have options towards driving engagement, making these places even more appealing. Places like Rodeo Drive and London have waited too long and there is a clear indication that their revenues cannot be maintained and the solution was online (my blog) well over two years ago. It was creating engagement. Engagement is only working if you have a population that you can serve and that is missing outside the middle east. Where was the Rodeo drive diner, preferably filled with people? Where were the real shoppers? They might show revenue for now, but when did we see a real stage of physical versus online revenue? In the Dubai mall I see shops and well over 75% show shopping and buying people during the YouTube pass. People eating, people drinking, people walking (not vlogging) dozens of eateries and many of them filled with people. The vlogging and posing women on via rodeo aren’t showing too much shopping, are they? Now, lets be clear. I could be wrong, but I feel certain I am not. I warned about creating engagement, they did nothing. I warned about creating awareness and too little was done. Now we see things changing. Even the Eaton Centre Mall in Toronto shows more live and living shoppers than Rodeo drive does, so how’s that for leaving it in the middle east? I get the distinct feeling that should Riyadh and Dubai embrace engagement, the impact on London, Paris, Amsterdam, New York and Los Angeles will be felt to a much larger degree. The equation was not a mystery, it was simple and it has been simple for over a decade. The customers expect more and too many places aren’t showing any. Engagement was key in this and it was ignored. The moment some of the jewellers in Dubai show the engagement solutions I had thought up the change will be close to immediate a race in time will happen. Oh, I almost forgot about Monaco. They are good for now, but they too need to embrace an engaging nature. They recorded 218,400 tourists and they are not doing bad, but the idea is to address this before it turns bad and so far they (seemingly) haven’t done enough. The dozen of hot women and fast cars videos seem nice, but one video tells it nearly all. Monaco has a lot more to offer and videos clearly show this, but when the  numbers dwindle the act of engagement is shoddy and optionally too late. These solutions tend to work when there is too much to see, too much to do and too many places left that alone for too long. Optionally they relied on the wrong numbers and the wrong stories, but this is pure speculation from my side.

Consider that the Dubai Mall has all the best brands of the world, all the sought after brands and articles for purchase and they are a zero tax nation. You still think that my feel is wrong? Some people travel to Dubai just to get the new iPhone at 0% taxation. If you are willing to do that, the rest seems easy to place and engaging your customers becomes a dream ride to keep revenues up. Oh, and here (unlike in London) you can buy a watch and walk safely home. So this might be one sided, but I am leaving you with enough pointers that you can verify for yourself.

In a one sided conversation, the best you can hope for is for someone else to listen (or read), I leave it up to you to decide.

75 minutes to Sunday for me. Have fun.

1 Comment

Filed under Finance, IT, Media, Tourism

The spindle web

That is a setting I pushed myself into. You see, as I was revamping the issues of RPG, I found another way to use the IP of Vint Cerf in a way no one considered before. I came up with this as early as June 10th 2023 in ‘How to ping a delusional mind’ (at https://lawlordtobe.com/2023/06/10/how-to-ping-a-delusional-mind/)

This game me a jolt to say the least, but the issue of grinding kept on banging in my mind. There is an upside and a downside. The upside is that grinding can get you some yummy equipment early in the game which gives you an edge, the downside is that too much of any game becomes an exercise and will no longer be an experience. That downside is actually a lot less fun, more detrimental to fun then anyone is willing to admit to. So The option is to have a different kind of seeding. It should prevent grinding (to some degree) and grinding will stop to some degree. 

The idea is that any party evolves, the evolution happens over a period of 3-5 days, but I will come to that later. The hoodlums could be brigands or any kind of foe. In the first stage they reappear in a place you have already visited. In stage two there will be an entourage as well as a ‘leader’ and he (or she) will be stronger, that leader will have an entourage so if the first stage is 5-7 people, they will add anything between 3-8 additional troops. Now a few days later we get to stage three. A boss is added (as well as a boss chest) and now we see a difference, all the previous people will gain strength and abilities, or skills. Now we have ourselves a clambake and an actual challenge. Over time (depending on how often you hit that place, the skills of these foes increase, the larger extent is that with the revamped IP of Vint Cerf this now becomes more than a simple exercise and over time these elements makes this game a challenge at every turn. Now the ‘respawn time’ is (as I see it) 3-5 days per level and that time depends on how close it is to a town and to a decent road. The closer to both the quicker the respawn time and when you hit that place again no matter how evolved the foes were, the counter goes back to zero. This implies that hitting places at stage one soon becomes a waste of time, chests are only respawned from stage 2 and a boss chest in stage 3. Even as some elements respawn with some level of randomness, skills and attributes are increased by 1 for every attempt. As such every foe gets one extra point in one element and skill after every attempt. It stops grinding. Consider that every time you try a place, the opposition, every member is either stronger, more stamina, more stealth or whatever they gained with every visit. Soon you are up against the deadliest of people, not a good choice to make. This setting requires that there are enough places to loot (beyond the story places). 

So we have an increasingly clever pool of opponents, we have revamped how they fight and where they fight and now I have found an option against grinding. Now I need to consider another option to loot and we are off to the races (I had one and wrote about it, but I am not completely convinced it was the best path to take). 

In all this there is a spindle web to consider. You see a story in any RPG is not enough, you need yarn to spin the story, and there is the irritating voices that Bethesda gave us. I am NOT having a go at them. In 2011 it was what it was, but now we can do more. You need a pool of gossip, gossip that might be true, it might not, it might even be a trap. No matter how we see it a different, a more 2025 approach is needed and I am still working on it. There are two parts, the first is what you hear, the second is that you don’t hear the same thing all the time and more important that it changes per game you play. As such you might hear much different things your neighbour hears. There I need to make sure that the idea cannot be replicated (so what your neighbour hears will not work for you). Gossip is a real conundrum, but could leave you with a clue or an advantage. You see Richard Garriott had a great idea in Ultima 3 (1985), the tip gets you a tip. So what happens when you tip the local innkeeper? The cleaning lady? So you need a system that can create 1000 gossip clues and they are linked to a location. Wherever the gossiper lives, or close to where that inn or gin-joint is. I believe that pre-seeding is the best way to go, with a flag to activate the story. It is another way to start side quests but it should not take centre seat, it needs to be some side option at best. In that setting the traps are also an idea to get people to a place where a much stronger force tends to be (happy birthday to you, silly death comes to you). Making the trap a real challenge to say the least. 

Still got work to do on all this, but I have made a decent inroad in gaming that others have never addd to their system. So yay me and it is time to enjoy Saturday, except in Vancouver where it is only Friday early evening. Enjoy the day wherever you are.

Leave a comment

Filed under Gaming, IT, Science

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

Those happy dreams

We all have them and I just had mine (not the one with Laura Vandervoort). The dream started with me attending some gameshow with Amazon bigwigs. I personally handed Phil Spencer a gold inlaid wooden spoon with the message that I try to keep my word. That morning Amazon with the Luna surpassed 75 million consoles (plus subscriptions) sold, Microsoft is now deal last in the gaming industry (nice achievement for the strongest console in the world), apparently big hardware isn’t everything. But the dream moved on, I was talking to His Excellency Ahmed Al-Khateeb, Minister of tourism for Saudi Arabia. 

I was explaining to him (and to myself) a new approach to customer service solutions and I called it the Complete Customer Service Solution System (C2S3 for short). The image is more for myself so I can recall it later. A complete system based on foundations of Nice CX One but with a massive difference, the organisations were no longer central here, they are still the centre or axial in it all, but the central setting becomes the tourist. A system no one ever considered (or off hand rejected), but in 2025-2030 the tourist, the customer needs to be the central hub in everything. Places like Saudi Arabia and the UAE need an evolved customer solution system because that is how they remain top player. The larger players (like Hilton and Marriott) will get on board fast, because they will see the benefit there, then the them parks and soon thereafter they all want to join such a system and in the cloud you can find a person fast. You see, the biggest drain on any vacation is time loss, people take it for granted, but what happens when one or two players throw that overboard and redo the whole thing? What happens when the total vacation has 0.1% logistics at best? You go through the mill in the Airport, at the hotel, at attractions, at resorts. So what if the airport is the start, but it is replicated to other places as soon as you go through gate one? What happens when you are in a new place and you do not get lost, because the tag you have tells you where you are and where you are supposed to go? Now consider that around the world, it is estimated that over one million young people are reported missing every year. Don’t be afraid, will over 95% is found within a day. Now consider this new system where a child is found within the hour, optionally quicker. The loss of stress in almost unimaginable. And it is not merely loss that is removed. It is that places will hand out badges with RFID, the RFID records your achievements and records what you have done, so the tourist will have a record on him that he can look at. 2 days of skiing, 12 slopes, they keep a progression record and a record of places. In Japan they have a booklet where you can stamp where you have been and every place has its own stamp. Now consider that digital record, connect that to a digital library and the tourist can make a small photo album with their own images and insert their digital records of places they have visited. They can make it anywhere in the world and it can remain private. A system where the foundation is Arrival and Departure, it does not matter where you go from there. You could visit as a family the Almasaa Cafe in Riyadh, wouldn’t it be nice to insert a digital sticker in your album when you were there with personal pictures? The list goes on and a system like that isn’t build overnight, but it has the merit that for once the tourist is the centrepiece of it all (some claim that, but it is their sales system). A setting where the customer solution is build and designed around the customer. In 43 years I have never seen such a system, have you? 

Now that Saudi Arabia and the United Arab Emirates are about to be the pole position players in tourism, such a system would solve several items. They would also imply that they are about to stay at the top position until others catch on, and after the SEC blunder I saw yesterday some players will be behind these two players for years to come. 

Just a thought, enjoy Friday in 24 hours.

3 Comments

Filed under Finance, IT, Science, Tourism

The Gump setting

You remember that famous character? Forest Gump with his ‘stupid is as stupid does’. This is the setting that I saw happening when the BBC (at https://www.bbc.co.uk/news/technology-68025683) alerted us to ‘US regulator admits cyber-security lapse before rogue Bitcoin post’, this is not a lapse, this is a screwup of the umpteenth order. They give us “The Securities and Exchange Commission (SEC) did not have multi-factor authentication (MFA) in place when hackers gained access to the account.” To give a clear view, to give you proportions. MFA was a discussed issue in University when I was at UTS 10 years ago. It was invented in 1996, well over a quarter century ago, although it was called two factor authentication. It is my speculation but I think that they left it aside until the call was needed and that call was clearly needed a decade ago. As such heads at the SEC need to roll (a queen of hearts idea). As such the quote “cyber-security experts say it should be a wake-up call for other agencies” is equally a joke. Those who aren’t ready need to be sanitised on several levels. There is no boo or bah about it. The fact that it took hackers this long to catch on is perhaps a small blessing in disguise. And the quote ““While MFA had previously been enabled on the @SECGov X account, it was disabled by X Support, at the staff’s request, in July 2023 due to issues accessing the account,” the SEC said in a statement.” The setting here is the question whether this was an SEC staff request or an X staff request (it could be read either way), but to remove security for access reasons implies stupidity of an unacceptable level. It means that systems were not ready, protocols were not ready and systems were deployed and configured in unacceptable ways. Then we get “The SEC has confirmed the account was compromised by a fraudster convincing a mobile operator to transfer an SEC employee’s phone number to a new Sim.” As such is it purely the fraudster, or is the mobile operator equally guilty? I honestly cannot tell on these facts, but multiple systems were unable to perform because the human element was not correctly set in stone. At present (based on SLA, or Service Level Agreements) there is a case that the mobile operator did not have the proper hat on because certain facts might not have been known to the mobile operator. The fact that an SEC phone number got swapped leaves the guilty party in the middle, but in this I admit that it is based on missing information. That missing information might show who went wrong (SEC or Mobile operator). And above all a properly placed MFA is intended to protect against this kind of hack (and several others). And lets be clear, this was not a grocery store, this was the SEC that got compromised in this way. 

As such stupid is indeed as stupid does and I reckon the head honchos in charge there will be upturning every process, protocol and service level agreement in place just to keep their jobs somewhat secured. That might be merely my speculative view, but I personally believe that to be the only step left for those yahoo’s.

Enjoy the middle of the week.

Leave a comment

Filed under Finance, IT, Law, Media, Science

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