Many off ramps, same destination

It has been quiet here for 6 days. These things happen when you suddenly end up in hospital. I will spare you the details, they are not important. The cemetery is filled with people who had my condition, so there. We are about to take to trips before we get to the main event. Thee elements all matter to paint a picture, one of presentation, one of anticipation and one of speculation. In all matters I could be wrong, but I will let you decide for yourself. A small added treasure hint, I will add a new piece of IP tomorrow. The savvy programmer could become a millionaire. I will let you consider that for yourself. I am no programmer and I have other things on my mind. But if you are savvy and create a good program, you could get between 20-50 million downloads over time. At $0.49 per sale that will amount to serious money. So I leave it up to you to consider that tomorrow. Now we take a different gander. 

The dream
When you are locked (lets call it that) to a bed your mind gets to wander and my did (and then some). I was offered a job as a courier for the Kingdom of Saudi Arabia based in Sydney. Their personal mailman and they started with one hell of an offer. My startup bonus was BTC300. Of course I accepted and that would be my initial payment for up to 6 months. So when was the last time you were offered a starting bonus of $24M? So, yes my dream was delusional, but it was my dream and I was locked to a bed. In my mind I visited the cities I have visited in the past (a fair amount of them) and my life was turned upside down.  

Now I am certain that you wonder why anyone would do that? And that would be a fair question. Now consider the other side.

  1. The consulate might have been desperate for staff members and they took one that knew several languages and had travel experience all over the world and I fit that bill (fortunately).
  2. The consulate might prefer a courier who did not speak or read Arabic for all kinds of reasons.
  3. An unknown reason, only known to them.

These three reasons are perfectly logical and they will matter soon enough. Anyway, it was a lovely dream and I saw the places I have missed for about a decade.

The next instance of a rewrite
That is something all writers face. In my case the story of Engonos (played by me off course) I end up with a powerful Olympic bident called Psychofagos (meaning soul eater). I never really explored the part on how I got it. So that came to my mind, setting the hospital as a stage (might not be like that in the end).

The main event
You see what you saw was part of Engonos and as it is in my blog, now it is visibly mine. My concoction and my creativity. I need to see where in the script it will fit, but it should be added to seasons one. The main event is all about Microsoft. I saw the article last week but I was somehow indisposed. I had not forgotten it, because no matter how dim the BBC was. I saw something that others might have missed and that is the exercise of today. It is about delusional settings. We have intentional delusions and unintentional delusions. The intentional is often self inflicted like the dream, or the story. The unintentional version tends to come from speculated views or facts and the mulling of these facts. Some set to half truths by your own views and speculations and some are set to other parts (which is not up for discussion today). What matters is that you see these parts ‘as is’ not as truths or as ‘maybe truths’ that is the largest mistake that a speculation can lead these versions to. The media relies on this for flames and so on. I do not, but I am strongly set to presumptions. If a speculation is a guess, then the presumption is an educated guess based on available data. That is the underlying setting you need to see.

This started as I read ‘Xbox, Nintendo or PlayStation: does it still matter?’ (at https://www.bbc.co.uk/news/technology-68304967). The short answer was ‘Yes, it does’ but that is not what this is about. We see the spin by Microsoft and then there is a jewel. Perhaps unintentional, perhaps a quick slide to avoid what was ALMOST said. The first I saw was “The analysts Ampere estimated that in 2023 there were a total of around 46.5m consoles sold, of which only 7.6m were Microsoft’s Xbox. That leaves nearly 39 million gamers that Xbox exclusives such as the long awaited Starfield from Bethesda, didn’t reach.” Don’t get me wrong, I have been a Bethesda fan for the longest time. Now consider that the game was released on September 6th 2023. And now we see “Updates could play a big part in improving the future of Starfield, but there’s one key issue with the game that seems unlikely to ever be addressed. Although Starfield received some share of acclaim upon its release, it was also met with a lot of disappointment, as it didn’t necessarily live up to the standards set by prior RPGs from Bethesda Game Studios. Although there are a number of areas for improvement that updates could tackle, some underlying choices in the design and story may be frustrating forever.” (Source: Screenrant) As I see it the 39 million gamers are not overly sad on missing out. We see also on other media “Phil Spencer on Helldivers 2 Not Being on Xbox: ‘I’m Not Exactly Sure Who It Helps’”, well the answer is simple. It helps a game being shown at its maximum. Sony has a truckload of those and Microsoft fell behind by a lot. He sounds like the desperate executive who cannot make ends meet. How are developers given a fair shake when they are rewarded pennies when they are entitled to dollars? GamePass only works at the core of less then $10 a month leaving developers with less than $0.25 per gamer. How does that work out for them? The quote that set me off is ‘suddenly’ gone, so I am hoping others still have it and Gamespot still had it: “a future where every screen is an Xbox.” I personally believe that he wanted to say “a future where every screen is an Xbox data collection point.” To see this, I need to take you on a small journey as I have stated this danger in the past before. Consider that Activision Blizzard was acquired for $69,000,000,000. Sixty nine billion. Let that sink in. Now consider that Activision Blizzard made 7.53 billion USD in 2022, less than in 2021. This gives us that the investment will take 10 years to break even, 11 years when we consider the interest and even more time when they become GamePass games and the revenue will become smaller still. So how is that a good investment when gaming technology evolves the way it does and Microsoft is now losing ground awfully fast. But when you consider data where games collect data on every gamer the field changes and they will have sign up deals where you get something cosmetic every month for free, it costs nothing and thousands will sign up, the small print that they collect certain parts will be written in the small print over dozens of pages. Yes, this is ALL speculation but that is what I would do if I paid for an Edsel for a ’mere’ 69 billion. The latest games are disappointing and Microsoft is losing ground. They misjudged the field and the people are sticking to their consoles (mostly Nintendo and Sony). I reckon that Tencent will be outshining Microsoft too with the optional 50 million subscribers (also speculation). That will be the third time that Microsoft misjudged gamers and loses a lot in the process. We can understand the spin by Phil Spencer. I reckon he is now desperate to get a win but as I see it it is not in the cards for him. Not as things look at present. And it goes more arctic for Microsoft soon after that. They are betting on the wrong horse and whilst they shared the field closer to equals with Sony in the era of the Xbox360, they threw it away in under a decade and after that they invested almost 100 billion in a few software houses that could not bring home the bacon and I was eager to assist in their downfall by handing IP to independent developers giving Bethesda even more challenges down the road. In the end you are as good as your next success and Bethesda had it in 2011 with Skyrim. Then Microsoft messed up their mojo. That is how I see it and now Microsoft is (as I personally see it) going down hard and the ‘spin’ we see around Helldivers 2 doesn’t help Microsoft. And it gets to be worse. This is given to us with “Xbox president Sarah Bond even teased the idea of some brand new hardware in a podcast released by Microsoft on Thursday” yes Sarah, deliver or shut up. You either have something new coming up (which might be essential for Microsoft), or basically fudge off. Microsoft lost against Sony, then it lost against Nintendo, the weakest console of all and there is a decent chance that over the next 15 months it will lose against the Tencent Handheld as well. Consoles require (for the most) games, or something unique and GamePass was not enough, not when the pass owners are told that certain games will not be released on GamePass. When mediocrity is the sum of GamePass, the games will go somewhere else and Bethesda new elder scrolls is well over a year away (at least), gamers will go somewhere else and when that happens the 100 billion dollar is the anchor that drowns Microsoft games. So the statement of “Ampere does not expect Microsoft to exit the console platform business in the medium term as that would leave a gaping hole in its games-related revenues” I am not so sure. RedFall and Starfield are huge disappointments and that amounts to abandonment by gamers. They will find another venture and some will hold on to their console, that is fair enough. But with the abandonments also comes GamePass cancelations and that is revenue Microsoft desperately needs to make revenue. 

So how wrong am I?
Not all will pan out, I get that, but I feel that I am closer to the mark than most others and the two elements that will ensure the drop of Microsoft is now more exclusive games on Sony and the numbers that Tencent will get. The second one will cost Microsoft a gaming population, one they desperately need.

When you read between the media emotions you see that I am making a good case. Read up and form your own opinion. Don’t just take my word for it.

Enjoy the week.

Leave a comment

Filed under Finance, Gaming, Media, Stories

Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

Leave a comment

Filed under Finance, Media, Politics, Tourism

Don’t take my word

That is serious, especially in this case. My inner paranoia hit overdrive at the sight of an image. They have been pasting sales pitches all over LinkedIn and they are clever about it. Yet, I believe they left a dangerous premise on the floor and that was where I came up and basically said ‘Are you serious?’

The image below started all this.

The added text 

Drove my paranoia into overdrive. Why you ask? Well simple. 2023 had (according to some sources) a mentioned total of 2,814 breaches. This converts towards 8,214,886,660 breached records. There is no clear OS or system and it is nowhere near the total. The amount of people deciding not to report this because of no coverage is apparently astounding. Now consider the image above and now a hacker doesn’t just get access to one stream. That hacker suddenly gets access to ALL streams. This is a hackers wet dream in development.

The issue that I state that you cannot take my word is that I am unaware just how good (or how bad) their cyber security is. They are so driven to create awareness that they seemingly forgot to hand cyber awareness the limelight it deserves. Microsoft has been the target of hackers for a long time and this is NOT in Microsoft. This is a whole range of issues (some Microsoft) and that is the problem. Now we see a solution that links all these social media connectors? I shover at the thought.

Now what I would have done is to create 2-3 white papers on how secure that solution is. How (to some degree) the protection plays. I get that we do not need to feed hackers, but I missed a large setting of marketing effort to keep IT people at rest on this solution. For example, the Optus breach of 2022 was set in three stages. One was a public-facing API. Two, the open API facilitated access to very sensitive customer data and three was the use of incrementing customer identifiers. Three settings that have hackers a way to 2.1 million of its customers and their identity documents. Now consider that you have a funnel API linking ALL your social media data. Can you even comprehend the possible damage that this ‘luxury’ brings? Now, perhaps the security of Funnel is top-notch. Yet in this, I would have started with this, especially as hackers got access to almost 3,000 systems comprising over 8 billion breached records. It isn’t merely that I would have done it differently. It is essential for everyone to become cyber savvy and no capturing emails. Send this out to whomever wants to read it. So don’t take my word for this, check the data, check the company and check their claims. Security is important. Marketing gets paid to do their job and making things easy for them is optionally making things easy for hackers.

You really don’t want to do that. You see hackers created a total income for themselves of $20,000,000,000 in 2021, which is 5700% more than in 2015. You see why hackers do what they do? You really want to make it ‘easier’? Now if Funnel does have top notch security (and I hope they do), lets hope they wisen up and make sure everyone sees that too because their solution does look appealing, but until I am certain, anyone installing that solution on my corporate server gets to be hung until death from the chandelier in the board of directors meeting room. Safety and security, there is no substitute.

Enjoy your weekend.

1 Comment

Filed under Finance, IT, Media

In other news

That was out there and I was not aware, yet the Khaleej Times (at https://www.khaleejtimes.com/entertainment/shot-in-uae-coming-to-cinemas-next-week-sci-fi-epic-dune-2-to-welcome-fans-at-premiere) gave me that the second Dune movie was shot on 20 locations all on the UAE. This is nice. You seldom get to see news of that nature (apart from LOTR all over New Zealand) and as such I was surprised. Now, lets be clear Dune cannot be filmed in too many locations. So Saudi Arabia and the UAE (and a few places around the Sahara) are mostly it. So it was nice to see that the UAE catered to this magnificent film. As the article states, the 20 locations were in the UAE, the Liwa desert in Abu Dhabi to be more precise. And next week Sunday, the red-carpet event is set to take place on February 18 at Vox Cinemas, The Galleria, Al Maryah Island. I reckon that might be a UAE first, but that is merely an educated guess. A team of 300 local, 250 international crew and 500 extras were used during the 27-day shoot. As such it is a movie to see as soon as possible. I will be watching the first movie on BlueRay again two days before the launch in Sydney. I won’t be joining Timothée Chalamet or Zendaya in the UAE but I don’t think they will be heartbroken on that part of the event. 

On the other hand, I have had to deal with my alcoholic neighbour who had been kicking and screaming at the door and then just being an ass. The landlord will do nothing and after 4 hours I pretty much had enough. This got my wheels turning and I think I have come up with a solution to get rid of around 20% of the planet. I had the idea for a side setting in one of my stories, but now I could solve the housing issue in Sydney. I have been waiting for over 10 years now and in that setting I could solve it another way. 

OK, I admit it is not nice, but stress and anxiety can create its own solutions, even if they are out of whack to say the least. 

Those who read the books of Frank Herbert know that the emperor wanted to take care of one duke. That duke was too popular and that creates envy. He used the Harkonen to deal with his problem and I saw another option to make one of my stories a little more challenging (Engonos). Here the problem is that it is not entirely original. Take any James Bond setting. With 1-2 exemptions they were all about world domination and reducing the population (by a lot). Here I to a small degree grasp at ‘On her majesties secret service’ combine that with the unproven accusations on Covid and you get an entirely new setting. Is it totally original? Not really, my examples get you part of the roadmap. Polar Star (an Arkady Renko story) gave me parts, but not parts of that story. It merely awakened me to a larger setting that could set the stage. There are two deployment options here, but one raises questions because I have no expertise in that direction and ‘On her majesties secret service’ finalised the road trip. I’ll grant you it is no Dune, but when you consider that we have no Spice Melange and as such we have no monster like Rabban, I had to make due and I think I found a handle on the idea. 

So what sets of the charter in a person? What makes that person go berserk?  I am not sure, but one drunk shouldn’t get you that far. It is too much psychoses. Like the girl who met this boy she really likes and hoping to meet him again. She starts to kill her family members with poison, hoping he will attend another funeral. Even if we do not know what made him come to the first funeral in the first place. So was the girl creative, insane or shortsighted? I tend to go with all three, but that is me.

So in all we need to see how cogs fit together. Frank Herbert did so for half a dozen books and the first three showed him to be a master. There is a reason that it is a magnificent book, just like the Lord of the Rings (1954) turned out to be. I have absolutely no hope to be ever anywhere near that good, but no matter what you think JK Rowling started on page one and she is now a multibillionaire. I have no plans to be that good (or that famous) and this is not about the money. It is about the creativity. Creativity for good or for evil remains creativity. Harnessing that creativity is what I am after and I do hope it is for good. Dune is one of the shining examples of my life ever since I read it the first time around roughly 45 years ago, around the same time I got the Lord of the Rings. So in other news we will get Dune 2 in less then 3 weeks, Dune 3? No idea, but that is supposed to be Dune Messiah. I wonder where that will be filmed. Time will tell, it usually does.

Try to enjoy your weekend, mine really sucks this time around.

Leave a comment

Filed under Media, movies, Stories

Is Israel failing?

That is a serious question. Hamas started all this and it was the straw that broke the camels back. The response was overwhelming. Well over 50% of Gaza has been reduced to rubble. But behind all this is a second tier that needs addressing. It is the UNRWA. We saw the accusations, we saw government pull out funds. I am OK with that, but now the media is starting another track. Australian ABC gives us that politician Penny Wong has questions. That is fair enough. 10 hours ago, the Guardian gives us ‘We don’t have all the facts on UNRWA allegations, Penny Wong admits’, now it is starting to become a problem. 

These are not alone. We see news from Channel 4, CBC and other sources making similar claims. Now, for the most the media has lost pretty much all credibility with me, so I have doubts. Yet in all this Israel has one option. To make this document public knowledge through all the sources it can trust. In the mean time, the new Arab (at https://www.newarab.com/news/no-evidence-israeli-unrwa-claims-six-page-dossier) gives us ‘Channel 4 says ‘no evidence’ for Israel’s UNRWA claims in six-page dossier’, so what gives? 

As I said, Israel’s (pretty much) only option left is to make that dossier public. If it is evidence (clear evidence mind you) the media becomes even less reliable than it already is. And lets not forget the UN Essay that newspapers used to smear the Kingdom of Saudi Arabia. I poked holes in that one in under an hour. I am pretty sure I can do the same here if it does not hold up to scrutiny. 

So the question remains, is Israel failing here? The fact that the UN sacked a dozen or more workers implied that there was an issue. They weren’t set to zero hours, whilst an investigation was done, They were sacked immediately. This implied something was wrong, something was afoot. But now we get that this so called dossier does not hold evidence. It does not sound like Israel, but that accusation should be investigated as well. We are also given “inconsistencies have since appeared in Israel’s narrative, with documents shared with Sky News by Israel naming 6 rather than 12 staff as allegedly involved in the attacks. No explanation has been provided yet for this.” Now, I get that the other 6 might have intelligence value by not naming them, as such it might have been not documented (might being the operative word). Yet why mention these people at all? There are question marks and I am happy to hand the ace of spades to the media, but too many (some very respectable) are making similar mention. As such Israel needs to do something. Hamas is a blight on all and soon they will become a blight on the Muslim world. As such, should Israel deal with them now, it is fine by me. Later when they play these games to wring power away from Saudi Arabia and the UAE towards themselves and Iran it becomes a whole new mess of destabilisation and these dumb individuals are one trick ponies. They know no other way. Better to deal with them now before they create chaos in Saudi Arabia and the UAE afterwards, then These two will have to deal with them and that is a larger problem. Gaza is almost gone, Hamas will spread via Qatar all over the Arabian peninsula, it will flame all the nations there. It is my view, but I feel that I see this anticipated view correctly. So Israel needs to show the evidence to everyone, so that politicians and media cannot hide behind “I misread that? It was a simple miscommunication”, we need to get ahead of this and I reckon that this dossier once printed in the Times of Israel, Jerusalem Post and Haaretz will be picked up by everyone else. No matter what happens next, time is running short for Israel. They might have created waves, however the media is counter waving them with their own waves and the people are caught in the middle. NONE of them have produced the dossier or used clear quotes on what the dossier says, as such Israel has an option left and I reckon it might decide the fate of the UNRWA. 

I agree that it is my view, but I feel that I am seeing it all correctly. I will let you decide which view is the correct one. I am getting close to Saturday, in Vancouver Friday just started.

Enjoy the day.

 

Leave a comment

Filed under Media, Military, Politics

The indirect path

I talked about this before. At first to fit the larger station of Elder Scrolls: Restoration, but as they are part of Microsoft. It becomes no way Jose, so I instilled it in a new RPG called Generation. It was not some Bethesda clone, it was totally different and I put a lot on it on this blog (go find it if you care). So here I was pondering a few things. And as I was setting a few thoughts out which flows from the setting of cogs and balances in gaming (a previous story) I gave the indirectness a new side.

Consider that this game is too large to play in one lifetime, so we get a second and even a third generation and that is the start of a new corner of RPG IP. 

So lets take a look at the next generation, the daughter. The offspring gets the mean of the parents. As such it is ((30+20)/2), but with dexterity something else happens. It is still ((15+35)/2) plus 50% of the difference as the woman is stronger in this field. So the daughter gets additional Dexterity, Intelligence and Creativity. The son would have gotten additional numbers in the other field, neither get additional agility as they are both the same for the parents. So there is a balance and over time these traits go up. In other fields like mapmaking it is about creativity, art and leather skills (original maps were created on vellum), this also allows for new settings to use creativity. You can have a McGyver and that allows for weapons (basic weapons) to be created in the field. And until your creativity is up, you will see and collect rope and leather, but until your creativity is high enough, a sling will never be the result. This allows for other weapons and it helps to season other skills too. Scribe skills are there to infuse map making, allow you to recognise books of value and read lore. But in this the skills of the parent will to some degree transfer to the child, something never done before. So over three generations you will have created a much stronger character if you marry right. And here is the kicker. I believe in checks and balances. Getting a too strong character limits the play, but a partner that is not all out in those fields but is an awesome butcher or fisherman allows for food to be gotten easier, as well as get more value from the skinning of a fish or a deer (I love my Bambi burgers). 

The indirect path has never been optimised and it is a niche in gaming that is screaming to be explored. And when you combine the elements you get to see that none of the others have any of this in their games. Over half a dozen gaming IP added to a blog. I give Guerrilla software a pass as their series is all new IP, never seen before and the others? I will let you decide.

Have a great day, my Friday starts in 200 minutes, in Vancouver it isn’t even 2am yet.

Leave a comment

Filed under Gaming

Once more for fun

This started with a headline that caught my attention. It was ‘Top US consultancies face scrutiny over role in Saudi Arabia’s sports push’ (at https://www.theguardian.com/world/2024/feb/06/consultancies-saudi-arabia-sports-us-senate-disclosure-subpoena) there I immediately saw that it was written by everyones favourite Saudi basher Stephanie Kirchgaessner. Before I go out and draw first blood (always fun) I wanted to see if she had learned her lesson from the previous few times I slapped her silly online. So I decided to have a closer look. Here we are given “Major US consultancies who have advised Saudi Arabia on its global sports spending spree – including its proposed takeover of golf’s PGA Tour – are coming under fire in Washington for possible violations of federal disclosure laws.” That got my attention, but there are a few sides that need clarification. You see what exactly are the ‘federal disclosure laws’? It comes with the added “the senator has also strongly suggested that the consultancies could be violating federal disclosure rules – known as the Foreign Agents Registration Act (Fara) – by not formally declaring to US authorities that they are acting as agents of the Saudi government.” And now we have a problem. You see, when we consider that the “The Foreign Agents Registration Act (FARA) was enacted in 1938. FARA requires certain agents of foreign principals who are engaged in political activities” This is not politics, this is a bloody sport organisation and Kirchgaessner should know better than to be the willing tool of Richard Blumenthal. As such, The FARA Unit of the Counterintelligence and Export Control Section (CES) in the National Security Division (NSD). This implies that Matthew G. Olsen, Assistant Attorney General of the NSD should be part of this and he is not mentioned, not once. So what is this about?  

Well, we get an idea in the article with “The Saudi public investment fund (PIF), a sovereign wealth fund chaired by the crown prince and de facto Saudi leader, Mohammed bin Salman, and is worth an estimated $776bn, is at the heart of Blumenthal’s inquiry” and my question becomes. ‘Why is the investment fund of a sovereign nation the interest of Blumenthal?’ Anyone? You see what does a democratic United States senator from Connecticut got to do with this? We never see that explanation. Don’t get me wrong, this man has done plenty of good for America and for his constituents. I merely wonder what is going on. Part of this is seen in the Financial Times (at https://www.ft.com/content/7009a1a9-8e07-4113-a47d-ee4724d3d427) when we are given “You say you are between a rock and a hard place but you have chosen sides; you have chosen the Saudi side, not the American side” with the added “US PGA Golf Tour” is a global sports organisation, PGA stands for Professional Golfers’ Association of America. Yes, the term America is in there. But the side we do not see is “Overall, the PGA Tour reported $1.9 billion in revenue in 2022, up from $1.59 billion the previous year, thanks to new multibillion-dollar TV deals. Expenses rose as well, with the organisation reporting $1.87 billion in costs, up from $1.55 billion in 2021.” So this is about $300,000,000 in debatable profits. And in all this we see certain people in the dock for explanations. Yet at what moment in time did Richard Blumenthal and Stephanie Kirchgaessner look at its board of directors? This includes Ed Herlihy (lawyer), Jimmy Dunne, Mark Flaherty, Joe Gorder and Mary Meeker? When were questions asked of them? McKinsey is a consultancy firm, gold is a sport, it is not any kind of bloody intelligence with foreign agents. That shallow ice allows me to slap Kirchgaessner yet again. And all this is out in the open, she merely reported like a meek little sheep making the Guardian a bigger joke. I saw the wreck unfold in under 10 minutes. 

So when we get to “The PIF has routinely objected to being subjected to US laws and has rebuffed repeated requests by the Senate committee to hand over documents subpoenaed by the panel. To get around the issue, Blumenthal looked to gather information from the US consultancies that have advised Saudi Arabia for answers.” It is the ‘to get around the issue’ that matters. Blumenthal wasn’t ready, wasn’t prepared and was out of his depth in this case. The first question in a senatorial interrogation would be ‘How does FARA apply to golf?’ Then I would go towards issues like outsourcing. America outsources to China for well over $23,130,000,000 billion all so that they end up with an average workforce spend of $29.10. Yes, that is America. But no one steps in on that step of greed, not even towards China, so the PGA is outsourcing itself to Saudi Arabia for the opposite reason, not to get the cost down, but to get profits up and it seems that McKinsey and Company investigated and reported on this for their client. All settings that are out in the open and the joking duet called Kirchgaessner/Blumenthal missed this? 

So when we get back to “Major US consultancies who have advised Saudi Arabia on its global sports spending spree – including its proposed takeover of golf’s PGA Tour – are coming under fire in Washington for possible violations of federal disclosure laws.” Why aren’t we seeing the board of directors of the PGA tours in the limelight? And when it comes to the US consultancies, if they are advising, there is the question will others follow that advise and if so is the acting party not up for optional consequences if laws are BROKEN? Were laws broken? Not as far as I can tell and we can point at ‘to get around the issue’ implies that Richard Blumenthal wants something else. Perhaps dip his …. In the PIF (Public Investment Fund) and slurp up whatever he can. Oh and a thought just occurred. What do you think happens when Saudi Arabia retracts all fundings from America? Did you work that out? When Saudi Arabia sells all the US treasury bonds they have, will the heartbeat of America be measured in Weeks, or seconds? If Saudi Arabia offloads $107,000,000,000 in bonds the US economy will face a harsh reality that it needs money overnight and when others leave America to get by it is all over. Perhaps the ultimate nightmare for Wall Street that desperately requires some kind of soft landing at present. And it could have been averted, just like the losses that the US defense providers face to the extend of many billions (up to 50 of them close to immediate). How much losses can America survive? If there was a clear case of national security I would be fine with this all, but the Guardian gives us no information other than a Saudi hater who is out of her depth and no clear information on the entire McKinsey setting. Too much alleged emotions and no relevant information. 

So this was one more slap just for the fun of it. Enjoy the midweek.

Leave a comment

Filed under Finance, Media, Politics, sport

Puzzled

Something left me puzzled today. I saw the article and question marks came up. But before I go there, lets start at the beginning. The UAE, or United Arab Emirates is seen by me as an Islamic Monarchy. At the head of that nation are Sheikh Khalifa bin Zayed Al Nahyan, President and ruler of the UAE with Mohammed bin Rashid Al Maktoum as Prime minister of the UAE. I might not have gotten that all correct, but I am likely more correct then plenty of others. The UAE is an islamic nation and pork is seen as haram, forbidden. So if I would accept a job there my days of bacon and egg would end. There is no law against non-Muslims eating pork, but why would I? Why upset others? Pork doesn’t rule my life and having a roast-beef cheese melt for breakfast sounds just as yummy. If not that, then an egg and pastrami sandwich as alternative. There are plenty of options and none of them include a slice of oink.

So I was puzzled when I saw an article (at https://www.khaleejtimes.com/uae/dubai-pork-byproducts-in-food-can-be-easily-detected-through-new-system) with ‘Pork byproducts in food can be easily detected through new system’, it puzzled me as I am amazed that pork and its byproducts aren’t banned in the UAE. It doesn’t matter where these byproducts are used. A banned product is a banned product. It is relatively simple as I see it. So the article also gives me “A new examination and screening system can now accurately identify the presence of pork byproducts in processed meat products. The technology guarantees rapid and precise results, providing outcomes within a day and facilitating up to 100 tests per hour.” Now, don’t get me wrong. I see the need for testing, but I wonder what idiot would ship a pork byproduct to any islamic nation to be honest. It is not a Saudi issue, it is an islamic issue. Egypt has a 90% islamic population and a 9% christian population, that nation too should ban pork and its byproducts. The UAE might only have a 76% islamic population, but that is so far the overwhelming majority and with dozens of foods available I am a little puzzled why pork is tolerated at all. I reckon that pork is a non option in Saudi Arabia (I didn’t check) and I reckon we (non-Muslims) could get used to camel, or kabasa and if in dire need there is always gator tail (a delicacy in Australia, also served in Birmingham). Although it might be called different in the UAE, Croc Tail most likely.

So back to the testing. I understand the need for the testing, yet I am puzzled why the UAE hasn’t clearly banned all pork products and by products. Leaving the people to what they desire to eat is a noble setting, but to allow for food that is forbidden to 76% of its population sounds like folly and that could very well be me. 

So leave it to the Khaleej Times to puzzle my brains a little. Enjoy your day, my midweek is about to start.

Leave a comment

Filed under Media

At the start of round two

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

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

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

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

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

Enjoy the day.

Leave a comment

Filed under Finance, Media, Military, Politics

van Speijk paradox

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

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

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

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

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

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

Have a nice day.

Leave a comment

Filed under Media, Military, Politics