Tag Archives: Amsterdam

Way of the Dodo

Tariffs are nothing new, these things have existed for the longest time. I grew up where that was a given, so in my youth, only the rich bought a Harley, a Chrysler or a Chevy. I still remember walking to the shop in Rotterdam and look at all those awesome vehicles through the windows (I was too young to drive in those days), many grew their passion that way. It seems odd that living next to the country that made Volkswagen and Mercedes, we wanted a Blazer, a Harley or another American car. Nowadays, the petrol guzzlers they used to be wouldn’t make it today in Europe. So when we see: ‘EU tariffs force Harley-Davidson to move some production out of US‘, I merely see a stage setting to the old ways. The Guardian gives us loads of information as the market slides, as the shift of production and the changing of the US stock market. That is the direct visible impact of the Trade wars. Australia had this setting a few years earlier as the car industry packed up and left Australia for more exploitative settings in Asia. In the booming market that is stated to exist, we see ‘Harley: EU tariffs will cost $100m/year in short term‘ (source: the Guardian). this is a war the US president started and he forgot that companies, especially US ones, have one focus, short term ROI and a trade war changes the hats of many corporations overnight. This is seen to some degree as Bloomberg treated us to ‘Bigger Booby Trap for U.S. Economy‘. We get introduced to “Federal Reserve Chairman Jerome Powell said on June 20 that officials are beginning to hear that companies are postponing investment and hiring due to uncertainty about what comes next” (at https://www.bloomberg.com/news/articles/2018-06-24/trump-s-trade-war-sets-bigger-booby-trap-for-strong-u-s-economy). It is what is sometimes referred to as the corporate mindset, the consideration that tomorrow is not going to be any better for now. In all this the US hides behind “tax cuts power both consumer and company spending. That would be the strongest in almost four years and twice as fast as the first quarter’s annualized advance of 2.2 percent“, yet the US seems to forget that tax cuts also means that infrastructures are falling apart, the US has a debt it cannot seem to pay and the debt keeps on rising. This in a nation where the national debt has surpassed $21 trillion (103% of GDP), whilst in addition the statistics show that the US faces a setting where the debt per taxpayers is $175K opposing a revenue per taxpayer is merely $27K, a $148K per taxpayer shortfall, that is not the moment when tax cuts have any clear momentum, because the moment the infrastructures start failing, at that point their momentum seizes. Even as Nariman Behravesh the IHS Markit’s Macroeconomic Adviser give us “If they keep down this path, all the positive effects of the tax cut will be gone“, it is worse than that. This gives the indirect implication that unemployment rates will go up giving additional ‘attack’ against the US infrastructure. All this seems to become a direct result of the tug of war between tariffs and protectionism. The BBC gives the best light (at https://www.bbc.com/news/world-43512098), when we consider ‘Five reasons why trade wars aren’t easy to win‘. In this we see (not all five added):

  1. Tariffs may not actually boost steel and aluminium jobs much. The question becomes, how much of a boost would be possible, and is this proven or still merely speculation?
  2. Tariffs are likely to raise costs in the US, so the cost of the product will be increased as these CEO’s do not want to take it out of their margins, so it will be bookkept in another place, the consumer has to pay for all these charges in the end.
  3. Tariffs could hurt allies and prompt retaliation, which is already the case and when you consider that the two largest deliverers of steel are Canada and the EU, the move does not make that much sense. So we see a tariff war that will be about exemptions. In that regard, the tariff war is a bust where the companies hit will be facing a rock and a hard stand on tariffs, this is shown by a few clever people to move part of their operation to Europe, and Harley Davidson is merely the first of several to make that move.
  4. China has options, this is the big one. The US blames China for flooding the market with cheap steel and aluminium and has already stepped up protective measures against Chinese steel products. In opposition, US businesses, including those in the car, tech and agriculture industries, are eager to get into the Chinese market, giving leaders there some leverage. So in the end, the tariff war is not strangling US businesses to fan out to the Chinese market, as exemptions are gained here, the tariff war becomes close to pointless and it merely drove down the economy. This last part is not a given and cannot be proven until 2019, which could null and void any chance of President Trump getting a second term, in addition, if this is not going to be a slam dunk win for the Democrats, the Republicans better have a strong case, because 2020 is the one election where the chances for winning by Jeb Bush (Florida) and Ann Coulter (Florida) seems to be a better option than re-electing the current president. Who would have thought that in 2016? It becomes hilarious when you consider that 2020 is the year that Marco Rubio declined to run, only to give the presidency to Ann Coulter. My sense of humour needs to point that out, whether it becomes reality or not.

The previous part is important to consider, not for the matter of who becomes president, but the setting that the economy is in such a state where we all see the proclamation ““Anyone who thinks the economy is being wrecked doesn’t know what they’re talking about,” Commerce Secretary Wilbur Ross said in a June 21 Bloomberg Television interview“. We accept the fact that he states that, yet everyone seems to overlook that the debt also gives an annual interest that is close to $100 per taxpayer, now consider that 80% of the population is in the 15% or 10% bracket. So from their taxation we see a maximum of $755 where 13% goes straight to the paying of the interest, when you are in the higher bracket 3% is lost. So before anything else is done up to 16% is lost and that accounts for 80% of the population, merely because no budgets were properly kept, the US infrastructure lost up to 16% straight from the start, that is the undermining of an infrastructure that also fuels the economy which it can no longer do. You see behind this is the IP, or as the US calls it the IP theft by China. I am uncertain if we can agree. I am not stating that it does not happen, I merely look at the Dutch examples from Buma/Stemra in the 90’s and their numbers were flawed, perhaps even cooked. They never made sense and after that we have seen ‘political weighting‘ of numbers that were debatable from the start.

So when we look back to 2017, we see the NY Times giving us: “Intellectual-property theft covers a wide spectrum: counterfeiting American fashion designs, pirating movies and video games, patent infringement and stealing proprietary technology and software“, yet I have seen these accusations in Europe and the numbers never added up. So when we see: “Central to Chinese cybersecurity law is the “secure and controllable” standard, which, in the name of protecting software and data, forces companies operating in China to disclose critical intellectual property to the government and requires that they store data locally. Even before this Chinese legislation, some three-quarters of Chinese imported software was pirated. Now, despite the law, American companies may be even more vulnerable“. It will happen, yet to what degree does it happen? What evidence is there? Consider the setting when we think of students. Students tend to have one of the harshest budgets to live on. Let’s take 100 students and they all decided to duplicate (read: borrow) the latest album from Taylor Swift ‘Reputation’ (it is easier to imagine it when the victim is a beautiful blonde who only recently stopped being a teenager). Now, basically she lost $2390 in revenue, yet is that true? How many would have actually bought the album? Let’s say 10% of all students are real fans and they would have bought the album (when not confronted with the choice of food versus entertainment), so the actual loss is $239. Now, this is still a loss and she is entitled to take action here. Yet the people making a living in the facilitation industry will demand the loss be set to $2390 that is where the numbers do not add up! There is the setting of eagerness to hear an album versus the need to have the album. We are all driven with the need to hear the album and some will buy it. This opposes several views and whilst the implied copied work allegedly is done so in the hundreds of thousands, the evidence is not there to support it. That is where weighted forecasts are the setting and it is an inaccurate one. So in all this, from the IP point of view, do we have 23,675,129 C# programmers, or merely 24 million people who wanted to take a look at C# only to install it and never use it because they could not figure out what they were looking at?

Now we get to 2018, where we see (at http://money.cnn.com/2018/03/23/technology/china-us-trump-tariffs-ip-theft/index.html) the projected issues with “The United States Trade Representative, which led the seven-month investigation into China’s intellectual property theft and made recommendations to the Trump administration, found that “Chinese theft of American IP currently costs between $225 billion and $600 billion annually“, I wonder what numbers they are set on. Now we can agree that the likelihood of “”China has sought to acquire US technology by any means, licit or illicit,” James Andrew Lewis, senior vice president at the Center for Strategic and International Studies in Washington, wrote in a blog post Thursday” being true in regard to defence projects would be high. Yet in all this, where is the data supporting these views? Without proper data we are faced with US companies setting expected revenue that is many millions too high and that part remains unanswered on many fronts. Now in defence, we get it! That is the game, so as we consider the news last year from breaking defense with the news that: “compassion for the Army, which is trying to standardize its computer systems across more than 400 units in the next 28 months. The objective is a “single software baseline,” where every unit has the same set of information technologies. Such standardization should simplify everything from training, maintenance, operations and future upgrades“, this is fun to read as I had to set up something like that for a company much smaller. There we learned that Dell was kind enough to have within two shipments the same model computer yet both had different patches because one chip had been changed. Now consider that this ‘unsettling dream of standardisation‘ was for a company with hardware usage merely a rough 0.13% of what the US Army has. So, that is something that will bite them soon enough. This doesn’t make the setting smaller, but a lot larger, the wrong patches tend to open up networks for all kinds of flaws not correctly set. So the cyber intrusion setting would be an optional 300% larger, giving a much larger success rate, all people willing to sell data to the Chinese (or the Chinese merely enticing the American people to embrace marketing capitalism for their own gains).

To explain the previous part in its proper light we need to realise. It is not merely about IP theft and rights; it is also about common cyber sense. In both the military and corporate setting there is a need for levels of standardisation, whilst IP that tends to rely on standardisation to be more successful, the IP theft setting is actually opposite to that. The Conversation (at http://theconversation.com/three-reasons-why-pacemakers-are-vulnerable-to-hacking-83362) gives us when they look at the medical dangers. As they give us Power versus security as well as Convenience versus security we see the first dangers. So consider the following. First there is “according to Carnegie Mellon researchers, can increase the energy consumption of some mobile phones by up to 30% because of the loss of proxies“, then we get “Most embedded medical devices don’t currently have the memory, processing power or battery life to support proper cryptographic security, encryption or access control“, giving us that hacking into someone’s pacemaker is actually not as hard as one might think. Now consider that encryption, or a lack thereof can be found on a large variety of IoT devices, and any army has their own devices that need to be more accessible at all times. In the second consideration we get “The prospect of having to keep usernames, passwords and encryption keys handy and safe is contrary to how they plan to use them“, as well as “When your pacemaker fails and the ambulance arrives, however, will you really have the time (or ability) to find the device serial number and authentication details to give to the paramedics“, it is the age old setting of convenience for the safety of all. So as we realise this, how much IP theft was already available before anyone realised its need? It is almost like the gun laws in the US, everyone wants gun laws whilst there are millions available for unmonitored purchasing defeating the purpose altogether. In that same setting we ignore common Cyber Sense too often allowing for IP theft on a much larger scale. The issue is that it does not mean that this is actually happening, or that others have interest to steal that particular IP. So we can optionally agree that the Chinese government that they definitely want all the IP on that front, even as some sources state that there is still a problem. So when we consider to an example, we need to look at that part of the information came from a research report by LtCol B. L. Ream, USAF, which gives us “There are two types of guidance systems available, the AGM-65A/B is optical guided and the AGM-65D model Is Infrared guided“, as well as “Once launched, the missile maintains a lock on to the target and guides autonomously, providing a standoff launch and leave capability. The aircraft can then egress the target area or set up to fire again in a target rich environment“, yet the other undisclosed source gives us that a programming issue on the locking when it is set through a buddy system. The: “data link control of the weapon can be provided from two different sources. Either the launch aircraft can guide the weapon or a buddy aircraft can control the weapon after launch. In either case, data link line of sight must be maintained between the data link aircraft and the weapon. Thus, on a standoff control scenario, the further away from the target the control aircraft is the higher altitude it must maintain. Even though this may not appear to be tactically sound, the standoff range is impressive“, so the undisclosed source that gives that the Data Link has a match issue and there is a chance that the speculated offset of 35 metres is ‘accidently implemented on targeting‘, will there be an issue of IP theft? When materials are openly available on the internet, as I was able to read the report on the Defense Technical Information Center site. When is there a case of IP theft? In this I love the reference that WIPO uses. Here we see: “Copyright protection extends only to expressions, and not to ideas, procedures, methods of operation or mathematical concepts as such“, considering that ballistic software is 90% math (read: the application of mathematical concepts), copyright as an option goes straight out of the window, in addition, the data link adjustment makes it in theory a new product that was not covered in the first place. So standardisation makes it easier to get to the lollies, and by adjusting the wrapper it ends up not being IP theft, as long as no trademarks reside on the wrapper (a ‘it is more alike than not‘ issue in IP law).

And now for the main meal

This is seen in the CNN article I raised earlier. The headline ‘President Donald Trump has slapped tariffs on $50 billion worth of Chinese goods, taking aim at China’s theft of US intellectual property‘. It was and has always been about IP protectionism. Business Insider gives us “Two former senior Defence Department officials said Chinese intellectual property theft cost the US as much as $US600 billion a year, calling it possibly the “greatest transfer of wealth in history.”“, the Financial Times (at https://www.ft.com/content/995063be-1e0a-11e8-956a-43db76e69936) gives us: “as Chrystia Freeland, Canada’s foreign minister, suggests: “It is entirely inappropriate to view any trade with Canada as a national security threat to the United States.” Yet once this loophole is used so irresponsibly by the US, of all countries, where might it stop?” The Financial Times takes it a lot further giving raise to the question how did it in the end serve IP? Where we saw more than once the terms ‘as much as $US600 billion a year‘, yet no evidence is presented. There is no setting that ‘Two former senior Defence Department officials‘ can present a list adding the numbers up and with $600 billion in the balance (as opposed to the commercial industry) we see that if proper evidence was presented a better case could have been made. Where we see in opposition to China: a lucrative market in designer knockoff goods in places like Amsterdam and London. London getting its share of 17 million tourists, all happy to get the latest Gucci bag for a special discount price of £19.95 as well as in Amsterdam where the 14 million visitors can get them for a mere €25. So did Gucci report a €812 million in IP theft losses? What about the other brands? I was the proud owner of an Australian Polo for $12, I merely needed a polo shirt (many years ago) as some drunk blonde thought it was perfectly normal to dance in high heels in the middle of the road holding a glass of red wine, so as she jumped to get away from a car (who had an actual reason to be on the road), I ended up with her wine on my shirt. So I got to the first place that sold a polo shirt and got a new one so I would not arrive at a diner red stained before it even began. Did I initiate IP theft? I had no idea what ‘Australian’ was in those days. There is the setting, what we know, what was real damage and how it is presented by those needing inflated IP theft numbers?

It is in this setting that we need to see the stage for reported IP theft. We agree that the smallest fraction is indeed set to the covert acquisition of military IP, yet the bulk (well over 95%) is all about a misrepresenting economy, the brands want their losses to seem as large as possible, the US is setting that stage to prospective economic health, yet that evidence cannot be validated and the tariff war is likely to become a much more detrimental factor in the US economy that is currently presented as a revenue bubble that will impact sooner rather than later. The independent gave us last December (at https://www.independent.co.uk/voices/economy-signs-interest-rates-donald-trump-market-bubble-burst-next-year-a8102356.html) that ‘Five economic signs that can tell us if the bubble will burst next year‘. Here we see “The good news is that the world is at last experiencing a coordinated expansion, with all major regions growing reasonably swiftly“, as well as “the policies that have led to this expansion, especially ultra-easy money conditions, have created a boom in asset prices that at some stage will come to an end“. There are a few views in all direction, yet the one that no one seems to focus on is the quality of life. Earlier this year USA Today reported that “California has the worst quality of life in America“, the sunny state is where people can no longer afford to live to any decent degree. That part is forgotten, the QoL in New York is in 25th position, not a great place to be. The Quality of Life in the US has decreased to the degree where it is the lowest in the developed world. That and the fact that the US is at minus 21 trillion does not help. It is shown in the US Social Progress Index where none of the five largest state economies (California, New York, Illinois, Florida and Texas) are in the top ten states on social progress. This is important and reflects back to the student example I gave earlier. So as these people will all ‘borrow’ the latest Taylor Swift album and none of those will buy it, because they cannot afford to do so. That part becomes even more visible when you consider the Wired setting on pre-owned games in 2016. At some point Microsoft made the terminal choice as given by Wired through “You may remember that Microsoft attempted to do away with “used games” with the launch of the Xbox One. (Yeah, they made some hand-wavy claims of players being able to trade games at “participating retailers,” but the DRM scheme meant you couldn’t borrow, lend, sell them on eBay“, that setting is merely exploding in an economy that is not moving forward. That with 80% of the people on merely a 15% tax bracket or lower and the cost of living there is still going up. Even as Microsoft is pushing to “buy at the Microsoft store“, a digital copy cannot be handed out to friends, so there is little push for that move when you can only afford 4 games a year. However, Microsoft is in equal measure pushing for the Game Pass which balances one for the other. EA is making a similar move and it is actually an intelligent move to make. The few that would buy the latest NHL version no matter what gives is nothing compared to the overwhelming group that will happily buy the previous year version when it is part of a package deal at $40 a year. So I might wield the latest NHL version, at $40 a year getting the previous season of FIFA, NBA and NFL is just smart thinking. Yet these people are equally part of the claimants of IP theft. The question becomes (even as we accept that it will happen), how large is the actual IP theft? So when the US adds a 10% tariff on video games, does that merely make the download 10% more expensive? I do not think that from $40 to $44 for EA games is an increase we lose sleep about, yet the ‘cost’ of downloading remains as well, and in the flawed Microsoft design, how does the tariff apply over time, on DLC and other elements in gaming? All these changes and increases, where the consumer sees no upside, all based on projected and presented numbers without its proper representation and scrutiny.

This is how an economy goes the way of the Dodo, so when you think (source: Sydney Morning Herald) that the start of ‘US plans to curb Chinese tech investments, citing security‘ is a good idea and it is waxed with “the White House would use one of the most significant legal measures available to declare China’s investment in US companies involved in technologies such as new-energy vehicles, robotics and aerospace a threat to economic and national security, according to eight people familiar with the plans“, we need to see in equal setting the fact that 750 million Europeans might find the escalation of events important and threatening enough to take a 180 degree position on tech operators like Huawei when we are treated to “Huawei, China’s biggest maker of handsets and networking equipment, which has been flagged numerous times by US lawmakers as a possible security threat to Americans. Upon the New York Times’ publication of a piece (paywall) highlighting Facebook’s data sharing with Huawei, as well as with three other Chinese companies, the social network told the paper it would wind down (paywall) its partnership with the Shenzhen-based phone brand“. One side tries to stop and filter, whilst the other side turned open the tap and let the room flood. Even now, after a congressional hearing and the Cambridge Analytica events, we see alleged transgressions and the sharing of data on a stage where we see only growth. With “Due to the importance of highlighting the natural and heritage landmarks in the Kingdom, “Huawei Saudi” joined together with Qumra’s community of photographers to organize a workshop around “photography through smartphones” by using the latest “Huawei P20 Pro” phone” and the setting that offers the latest in mobile technology far below the prices that Google, Apple and Samsung have. It does not matter on how the tariff war is to become a disaster, it is the mere realisation that it fails because those implementing changes do not seem to comprehend that the economy consists of well over a billion consumers and they cannot afford the 10% more or the 28% more expensive mobile phone alternatives. In all this the people confronted with the dilemma merely went directly to the consumers, as such Harley Davidson is moving to Europe to circumvent a few barricades, a tariff war that was short sighted to a lot of people more intelligent than me and the country that considers naked short selling to not be illegal seems to be doing just that to its own economy, how is that the setting of morality of capitalism?

We consider the way of the Dodo and realise that in the end it merely tasted like chicken.

#HowSmartWereWe or is that #HowSmartHuawei


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Two streams, one view

As I see the news pass by, events shown on separate media, I notice myself wondering if my life had any meaning at all. I was young and I went to the Middle East in 1982, I would return in 83 and 84 only to learn that there was change. Terrorists like Hezbollah and Hamas were only small and Hamas rose as I would see in 1984, yet I thought that change would be inevitable. I saw Hezbollah as nothing more than pesky small minded terrorists, a tool to be used by Iran and Syria. Yet even as Lebanon was trying to move forward, there were signs in media and some places that the US needed Syria too much, in their case dealing with Saddam Hussein and as such many of us thinking we would fight for peace, we only fought for the borderlines that the US decided needed to be in place. It must have been the late 80’s, I was not longer in the Middle East and not all clued in towards the events of the day there. You see DARPA had not rolled out the internet at that point; ARPANET was not available for the audience at large. So today I see that the more things change, the more they stay the same. Now we see another push against Hezbollah. You see Saudi Arabia has had enough of those terrorists and is pushing back hard, it is also willing to push against Iran. I see two issues. One is that this issue will be bloody and even as we hope for the victory of Saudi Arabia there, there are more than just a few markers showing us that the three largest players (US, Russia and UK) are not completely in agreement whether the Middle East should have one clear dominant party. The issues in Iran, Egypt, Saudi Arabia, Libya and Kuwait that have been going on for half a century should show that. If that had not been the case Hezbollah and Hamas would have been little more than an inconvenience and they would have been dealt with a long time ago. So even as I see certain steps being taken I need to wonder if Saudi Arabia is pushing for a resolution, what will the larger picture show as it shifts. As that unfolds where will the US and Russia stand? What actions, or inactions will they use to leave the Status Quo in the middle east in a place called ‘as is’? The evidence for the longest time has shown that they pronounce whatever allies they have, but in the end, they only care for their needs and options. Now, this is not wrong or immoral, it is merely the way any nation plays its game. It is not a new game, it goes back even before Nicola Machiavelli thought it was a god idea to write down certain options for politicians to be.

As per Friday morning, we see: ““Due to the circumstances in the Lebanese Republic, the kingdom asks its citizens who are visiting or residing there to leave immediately,” a Foreign Ministry source quoted by the news agency said, adding that Saudis were advised not to travel to Lebanon from any country“, so even as we can merely speculate on what comes next, the onus is now pushed on Iran and what it is going to do with its terrorist ally Hezbollah. There is one opposing side which was shown by Reuters (at http://www.reuters.com/article/us-yemen-security-saudi-insight/deep-in-yemen-war-saudi-fight-against-iran-falters-idUSKBN1D91UR). With: “The dysfunction is a reminder to Saudi Crown Prince Mohammed bin Salman that his campaign to counter arch-enemy Iran in the Middle East, including threats against Tehran’s ally Hezbollah, may be hard to implement” we acknowledge that Iran has resources and skills and they are driven, both sides clearly are. In my mind, is the additional theatre (read: change of scenery) a workable factor? It does put larger pressures on Iran to get the logistics and goods underway, which will be their weakness to some extent. It is equally an issue how Russia will react. They might not openly act in this placement, yet the clear support to Hezbollah and as the times of Israel states: “the truth is that since Russia began its open military activities in Syria, Hezbollah fighters are also learning Russian methods of war, becoming familiar with advanced Russian weaponry, coming to understand the latest Russian technologies, and in some cases, actually fighting alongside Russian special forces“, we might comprehend the skills and training of the Spetsnaz Malcheks, or the ‘Войска специального назначения’ as they call themselves. In one part Avi Issacharoff omitted or decided not to implement one view in his story. In the end when the Spads are not holding their hands, Hezbollah remains what they were trained enthusiastic terrorists, they are only an army in the smallest sense of the total concept, this also means that as logistics falters, as support dwindles the armed Saudi forces will be more than a match and should gain the upper hand. Now, this can only play out if there is a stalemate between Russia and USA, because if the USA backs down and Hezbollah gets open on the ground Russian support, it becomes an entirely different slice of cake and all bets are off at that point. Only the Russians could push Hezbollah in way that the Iranians could never do. You see, if Iran enters the theatre the game changes as they become a clear and present danger to the state of Israel, their vocal insinuations made that so, so as Iran is trying to get a foothold whilst Israel has a few ways to counter them, we will see a more underground event of escalations where Iran is unable to counter a war they never have faced. You see their words (Iran that is) might look good on the news and on PowerPoint presentations, yet in the true data parks there is no setting, because in the end, this generation of Iranians have never faced anyone like Israel before and their faith in their own internal governmental presentations will make them even less prepared. So at that point it is merely a scuffle between Hezbollah and Saudi armed forces and in that equation there is no option of even a remote stalemate for Hezbollah. Is that the goal? I believe that Russia saw Hezbollah as a tool for what they needed, the US has always been hostile and Europe requires high earnings, so the ECB is very much not in favour of any outspoken hostilities against anything that can downgrade their earnings, so they are seemingly steering away from these events as much as they can, yet I will admit that is just me speculating on European events in this case. Even as London is more and more outspoken anti-Hezbollah. Amsterdam and Stockholm are not taking that path. In my mind it is the liberal multicultural flag that they embrace, in that atmosphere a group like Hezbollah can easily hide under this ‘veil’ whilst hating multicultural events as much as possible.

This again has speculative sides, but it is based on solid data and events. You might think that it does not matter, but it does. As more and more nations in their liberal mindset hold off on an actual war on terror, being it for economic or philosophical reasons. Not being part of it is equally a problem down the track. So as we move back towards Lebanon and Hezbollah, we need to realise that not only will this become ugly to a larger degree, there is every chance that unless certain actions are taken the issues seen in Aleppo will be seen in Aleppo too, there is just no way to tell to what extent. In this we can look at Survival Analyses (or listen to the song ‘as time goes by’), where the point in time and the prolongation of all this is the setting on just how much Beirut will look like Aleppo in the end, time is the only factor required here and the people in Europe know this. So as we see the news prepare on how there should be talks and there should be armistices, they all better remember that it was their need for status quo that is pushing the consideration for a terrorist organisation.

Who in Europe would have ever thought that support of a terrorist organisation would be the cool thing to do on September 12th 2001? So consider that and now wonder why Europe is, for now, again sitting on their hands or even contemplating siding to the larger extent with Hexbollah? Yet there is also good news because with the actions by JP Morgan to push into large chunks of the Middle East and more notably the push towards the Kingdom Holding Company. You might think it is not related, but it is. It gives the view that JP Morgan is a facilitator for setting maximised profits and these profits are not to go towards France. There has been a thought that the US is not commitment, but as there is profit in war, the clear fallout of any war is opportunity. It seems to me that the US wants to get as much profit out of that as possible, so as the dominoes are pushed into place, we see a situation where the media proclaims JP Morgan to be a mere financial advisor. I believe that to be incorrect. Even as Reuters reported “JPMorgan is in early talks with Saudi Arabian companies about overseas listings“, that might be true, but JP Morgan has been pushing itself and its ‘friends’ into powerful places where lucrative revenues are not set in millions, but in billions. I cannot answer whether Credit Agricole did the right or wrong thing, they are pretty clever all by themselves. I think that the Saudi issues in play now are pushing for polarising fields of options and opportunity on a global scale. In this case my view will be proven over the next 2 years as we follow the money. They question is where the source will be set and who gets to fill their bucket list from that well. when the options are returned in billions there will be plenty of players, although in this instance I believe that the outside opportunities (non-Saudi based companies) are offered to the friends of JP Morgan and them only, which is again a speculation. Whether I am right or wrong will be initially shown in the next 20 weeks.

There are however facts available to see that there is a direction in place. Reuters show on part (at http://www.reuters.com/article/us-jpmorgan-saudi/jpmorgan-sees-more-saudi-firms-looking-at-overseas-listings-after-aramco-idUSKBN1D7107), some might think that “He said listings in New York, London, Hong Kong or Singapore might help increase the liquidity of these companies and make them attractive for international investors, he said” is the part that gives the goods, yet it is the part not seen and more interestingly not implied that gives power to it all. The implied part is seen with “Commenting on the anti-corruption drive, Pinto said: “If it is done in the right way and for the right reasons it is good to do for the future of the kingdom.”” It is however only the first part. The news given with ‘Saudi Arabia detains 201 princes, businessmen in $100 billion corruption probe’ (at http://www.abc.net.au/news/2017-11-10/saudi-anti-corruption-probe-finds-$100-billion-embezzled/9136608). This was not a sudden part, this had been in play for some time. It was not merely the fact that at present 201 people are now in custody. Even as we see mention of Iran and the Lebanon pressures, we see that there is a larger play. His Royal Highness King Salman bin Abdulaziz Al Saud and Crown Prince Mohammad Bin Salman Al Saud have been on a path to get the nation reformed and moved away from oil dependency. In this the pool of plenty does not last too long when 100 billion get lost one handshake at a time as more and more people are connected to unlimited resources and wealth. As the press seems to be focussing on the crown prince and the ‘wild ride’ he created, there is a larger issue that is not too much in focus. No matter what the sceptics state, There is a clarity that Saudi Arabia is seriously considering that the age of oil is dwindling, as this happens they need to be able to push into other directions and they do have the wealth to create vested interests in pharmaceuticals, consumer goods, consultancy services and educational advantages. Forbes has had its share of articles on the matter, and whilst some look at ‘Saudi Arabia Looks To The Private Sector To Meet Growing Healthcare Demands’ it seems to me that 5G facilitation has much larger and more profitable sides as other providers are considering what to do, Saudi Arabia has the option to facilitate to the largest 4 cities and exceed in opportunity what Sweden has for its entire nation. When there is such a population (9.5 million) in 4 cities, there is an option to grow and grow fast. Now we know that there is a lively market already, but the idea that other services could be added grows the Saudi options to add markets and manufacturing opportunities through investment. I all this JP Morgan is potentially the spider in the centre of the web, growing in value and wealth from all sides at the same time. There is no way to state why Crédit Agricole walked away from those opportunities, but I feel certain that they did not walk away, the merely moved to a place around the corner. Even as the Financial Times (at https://www.ft.com/content/0e629bab-494c-34d0-8fe0-f71c8b089118) show mixed results, yet I believe that this French bank is moving into different fields, acquiring other banks and setting new goals. I have no way to tell on the why of it but I feel that moving away was only one as the clever people in this bank have agreed on a strategy that allows to grow faster and on larger fields. How?

We will learn this over the next 20 weeks. Yet no matter what is done and how the banks react is not a given, the direct dangers on how things escalate in Lebanon and with Iran seems to be crucial in all of this and I reckon that we will see the shifts quite soon. These shifts will not be through armed conflict, but will rely on the pressures and stresses that exist at present. In this Europe seems to take a ‘diplomatic’ stance (at http://www.ecfr.eu/article/commentary_destabilising_lebanon_will_only_strengthen_hezbollah_7235), yet with “Europeans should veer the other way, taking measures that aim to preserve Lebanon’s stability and governance structures, and to prevent wider conflagration. Iran is clearly a key source of regional instability, and Hezbollah has become increasingly assertive in Lebanon” it seems to advocate a path of inaction, 3 decades of inaction have shown that there is no solution on that path, a stream of casualties, of non-actions and broken promises. Saudi Arabia (and the USA) both had enough, and as Iran seems to be an annoying thorn in the side of Saudi Arabia, they have seemingly decided to take Hezbollah out of the equation. This will be interesting, because the moment Hamas and Iran realise that the gig is finally up, I wonder how must tearful pleads of ‘negotiations’ will be shown on nearly every soft hearted news channel on the planet. Perhaps a recollection of March 2016 is needed. With: “Hamas on Sunday sent a delegation to Egypt in an effort to beseech Egyptian security officials to stop destroying its tunnels out of Gaza. These terror tunnels, employed by the terrorist group for nearly a decade, are used to store weapons, smuggle supplies, and infiltrate enemy territory – Israel – as well as carry out surprise attacks in which people are killed and soldiers abducted.” (source: Breaking Israel News). It reads like “please let us be terrorists a little longer, we need the tunnels to do naughty things”. There is every chance that this falls on deaf ears, because as Israel is optionally no longer pressured in possible two front wars, they can fully focus on Hamas whilst Saudi Arabia will only have to deal with Iran after that. It will truly change the Balance of Power in the Middle East with Saudi Arabia as the only true power in that region, all because to a larger extent, Europe decided to remain in a self-imposed state of inaction. After three decades they still haven’t learned that inaction against terrorists will never ever lead to any solution.

Yes, there are a few elements of speculation from my side, but it is based on gathered facts and it I do not believe it is less likely on the balance of probabilities, it is merely one optional setting in a larger game that has been played for much too long.




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Saturation in Denial

Last week the Guardian published one of the weirder stories. It’s from Lisa O’Carroll and Gwyn Topham with the title ‘Ryanair ‘will have to suspend UK flights’ without early Brexit aviation deal‘ (at https://www.theguardian.com/business/2017/apr/06/ryanair-uk-flights-brexit-deal-wto), why do we care?

The subtitle is a little more interesting, but for very different reasons, so when you see ‘Falling back on WTO rules without a bilateral arrangement would be ‘disastrous’, says airline’s finance chief‘, you need to look beyond the claim given.

Why is this funny?

When you see the quote “Ryanair has warned it will have to halt flights from the UK for “weeks or months” if Theresa May does not seal an early bilateral Brexit deal on international aviation“, we need not worry, we can howl with laughter at the implied push for stress, both Lisa O’Carroll and Gwyn Topham should know better! You see, when you go to www.skyscanner.com.au, and I seek a flight from London to Amsterdam, I get flight offered from $198, for a return. Now, the issue is not the price, the issue is that between the 9th and 10th of April, I get offered 1295 results, stretching 130 pages of flights over a period of 24 hours. Now, we can agree that this does not apply for all locations. For example flights to Munich will only give 934 results and Stockholm gives me 981 options. So basically, there are more options to get from London to either Amsterdam, Munich or Stockholm, than there are trains from London to Birmingham! Now, it is a fair call that this place is filled with Ashton Villa fans, so why would you want to go there, but the direct issue is given. When we see the quote “Ryanair’s UK flights were only 2% of its business, said Sorahan“, so why on earth are we wasting time on a non-issue? Especially when the quote “He said: “We could still operate within that 1960s bilateral agreement” which established mutual flying rights between the Netherlands the UK” is found down the line. It is actually Pieter Elbers, the chief executive of Dutch national carrier KLM, who gives us value with: “It’s a worry. The instability and uncertainty is not good for business. However, it’s premature to go into this will or won’t happen“, which is actually right on course. Any action now is just premature for now and this visibility for Michael O’Leary whilst this is 2% of a saturated business is a bit out of whack on the best of days. A small outdated statistic is: “On a typical July day there are around 30,000 flights across European airspace“, 30,000 flights! Now we can agree that in July plenty of people get on a plane for an annual vacation, yet consider that we are talking about 8-12 million people per day (a wild guess in action). So when we consider Ryanair giving us grief over his 2% fleet, he should perhaps take a gander towards other shores?

This all follows with two more quotes “Brexit has already forced other airlines such as EasyJet into moving aircraft to enable continuity of business” and “Sorahan said Ryanair had planned to grow by about 15% in the UK last year but had instead posted growth of about 6%” The first part gives strength to the statement by KLM executive Pieter Elbers, ‘it’s premature‘ which gives us that some executives like those in EasyJet have a bigger grasp on their continuity of a bonus, than a sound approach towards a saturated market. The second one gives us that Ryanair missed its forecast by nearly 10%, so is this really about some Brexit deal, or is this about an airline that missed its target by 10%, from a 2% group. I am even amazed that this is on the radar of Neil Sorahan. When we consider the Financial Times last year, we see (at https://www.ft.com/content/f337fb7f-b4ba-3ad8-b50b-c698dd7a2adb), where we see “Revenue was €6.54bn, up 16 per cent on the year and only a nudge below analysts’s forecasts of €6.55bn” as well as “Ryanair said it expected net income in the current financial year to increase 13 per cent to between €1.38bn and €1.43bn“, which was off by 50%, so as Brexit was not in the referendum at that point, we get a slightly different view. There is no doubt that there will be a few issues in the post-Brexit era, yet to immediately go into ‘panic mode‘ by halting flights seems like an overreaction, especially as there are 1294 alternatives.

Saturation, when you can no longer absorb or dissolve!

Market saturation is a weird point. I remember meetings in the 90’s where I was part of a group of Americans and they were unable to fathom the term ‘market saturation‘, they regarded it as some fictional state of mind. The question becomes, are the airlines in a state of saturation? Now, consider the question how many of the 30,000 flights are actually an issue, especially with the fact that Ryanair has a mere 2% vested in the UK flights? Now we get that we have to look at it from the other side of the table. 10% of its fleet operates from one of 19 UK airports, so we get that there is a possible issue in the future. Now consider that Ryanair is a commercial operation that requires to have profit, which means it needs to keep its cost as low as possible. Which is a fair goal to have and when you are working a low cost range, you are definitely worried on what Brexit will bring, yet at present, it remains a premature act. Still the underlying score remains a valid one, what does a company do in a saturated market? Well, apparently they whine against journalists. OK, that is not really fair! I admit that, but jumping the shark at this point as politicians are still trying to get their bearings in a place where the facilitation of profit is the major taco to content towards, against whatever natural confrontational issue gets in the way.

That was a mouthful, so let me take a moment to set that in its right perspective. The EEC, EU, or EC; whatever name you want to give that bunny, it seems that the bulk of all European governments are focussed on profit in a place that has a stagnating economy. The problem from my point of view is that profit in a stagnating economy tends to limit those pursuing it to a spreadsheet life merely focussing on next quarter. In this economy the essential need will be to set an agenda towards the next 10 years, not the next quarter. The stock market, the speculators and forecasters state. They are setting the tone for panic modes and sour feelings, even as Ryanair is still moving forward. So, even as Ryanair is trying to get a stronger handle on its ‘Always Getting Better‘ programme, it needs to remain flexible to stay afloat (or flying). In this, they will soon feel a pressure going towards dashboards and short term reporting instead of growing a big data collective where they will enable themselves to get ahead of their main competitors. For that they need visionaries, not reactionists. In that Brexit will fuel the need for reactionists in panic mode, whilst the larger players need to do the exact opposite, take the possible hits they might get and after that move forward stronger, because if Brexit is any indication, the European mainland side will be hitting a recession shelf that is not unlike the 2008 events, but will take longer to overcome. In this several parties have been trying to postpose these events, yet the more postponing we see, the larger the effect will be when it hits and the longer it will last.

Again in this side we will see another emerging wave. The wave of saturation will reflect onto corporations and they will give us new waves of redundancies, where the groups of less significance will collapse opening up options for the flexible larger players, when that happens, those who do not have the data collections in place will lose out on several percentage points of margin in their commercial options. The size and scope cannot be predicted, anyone who claims to do so will not be worthy of your time in this. The fact that these systems have been delayed by a large amount of players will set them back and whilst they start fighting to get ‘something’ in place in the 11th hour does not mean that they remain a player, it merely means that they have invested in a system too late. In this I do believe that if we see a serious approach to their ‘Always Getting Better‘ programme, they could have some benefits, yet that can only be stated with any certainty if we compare what their main competitors offer against what is currently in place. Brexit has nothing to do with that, it is optionally pushing some players to up their game, we must accept that there is a reality that some industries will feel the impact of Brexit, the extent cannot be stated and should not be speculated on, the best solution is to be vigilant and see what improvements can be installed to increase the value of their company and the services that they provide. Big data is only one element and it is not a prophet on a pedestal, it is a tool that allows options if the company has certain levels of flexibility, whether that market is saturated or not, focussing on an event that the people want is not productive.


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For Only the Messenger

A few things were showed yesterday from several sources. We can see that there is a new peacock session going on, the parade is in Hangzhou. There the representatives of Wall Street and Dow Jones are making themselves heard regarding the world needs by talking about something else. So, as we see Japan (at http://www.theguardian.com/politics/2016/sep/04/britain-japanese-brexit-letter-eu) making mention of certain expectations, we wonder who is asking them how their failed objectives by trying Stimulus package after stimulus package whilst not showing any return on that investment. A nation one third of the US having a debt that surpasses 10 trillion dollar. So when I read “a deal that leaves Britain not just in the EU customs union, and single market, but also retains a free flow of workers between the EU and the UK“, it is my personal belief that the Japanese Prime Minister Shinzo Abe is not working with all thrusters. The idea of self-governing is that the British people decide on a course via their politicians. Not listen to some spokesperson who has (pardon my French) been kissing the arse of the USA (mostly large corporations) for the longest of times. When they were all up in arms about the TPP, see what slice of cake they could get. Now that the TPP is near certainly of the books, Japan has a problem, because these so called Japanese reforms were largely dependent on the TPP opening non-taxable options. Politico stated: “Japanese Prime Minister Shinzo Abe will be challenged to find some other way to make much-needed economic reforms to stimulate growth if Congress fails to approve the TPP pact and the initiative dies on the vine, a former U.S. trade official said Thursday” (at http://www.politico.com/tipsheets/morning-trade/2016/08/tpp-failure-could-derail-abe-reforms-in-japan-216092), just a week ago, meaning that the G20 is likely to get a side meeting or two between senior US politicians and the Japanese Prime Minister.

So isn’t it interesting how these people are now finally ‘uniting’? The quote “The fear for Downing Street is that other non-EU countries – under internal pressure from their business communities – will now follow the Japanese example and publicly set out the parameters of an acceptable deal from the point of view of their UK-based companies“. This all relates to an equal worry that the UK is seeing within its own borders. It is partially shown in the article ‘Theresa May refuses to commit to Brexit pledges on immigration and NHS’ (at http://www.theguardian.com/politics/2016/sep/04/theresa-may-refuses-to-guarantee-brexit-pledges-on-immigration-and-nhs) that is apart from the quotes like “Tokyo said Japanese firms could move to other parts of Europe unless many of the current privileges of membership were maintained“, which is a simple indication that Tokyo is licking the heel of Washington DC. I can give that speculation with a certain amount of certainty as they had absolutely no issues pulling out of Australia with Toyota and Mitsubishi. That is after they maximised the troth of subsidies and ate the lot. In my view, Japan does not get to have a word in this. So if they want to leave, let them. Consider that they are willing to gamble on 68 million potential consumers to switch to German brands, not a good move Japan! Yet, this was not the issue initially. You see the quote that Teresa May gives: “the best possible deal for the UK in terms of the relationship that we would have with the EU, following us leaving“, there are unknowns, that has always been the case, yet in light of Japan’s actions, the question becomes, what other actions is lame duck Obama playing with? You see, we are all getting played. part of it is shown in Reuters (at http://www.reuters.com/article/us-britain-eu-finance-idUSKCN10D2OM) the quote “Deepening ties with European companies and “old friends” like the United States and Japan would help Britain preserve its global role in finance after leaving the EU, an industry body said on Wednesday” is only partially a given. You see, the industry bodies do not want their cushy bonuses to fall away. So as they are striking out with the government directly, they are now pushing for the battle stages to be placed with the ‘larger’ economies. The only issue is that Japan has run out of options and the US cannot get the TPP of the ground, meaning that the current lame quack quack is out of options to look good. You see, my reasoning is as follows. When we see the following quotes given to Reuters “they like to do business through London due to the depth of the talent pool and capital markets here“, second quote is “Frankfurt, Amsterdam, Paris and Milan all hope to win a slice of London’s market share in financial services” and third there is “Britain must make more of how much companies across Europe rely on Britain’s financial services and allied professions like accounting and law to do business“, now we get the what we for now will call the Shinzo Abe list. “Maintenance of the access to workers who are nationals of the UK or the EU“, “Maintenance of the freedom of establishment and the provision of financial services, including the “single passport” system” and “the provision of services as well as the free movement of capital, including that between associated companies“. How is this any list that has validity? We are not here to empower Sony, Apple or Microsoft for that matter. You Honourable Shinzo Abe do not get to make the dictation of a list after your companies moved out of Australia because the profit margin was not up to scrap, even after we learned that every Toyota came with a $1800 bonus per car and including those who got shipped to China, so how does the Honourable Shinzo Abe thinks that he is seen anything else then the voice of corporations who have massively been filling their pockets with margins that are too obscene for words. In addition, when we combine the lists we see a play that is all about giving large corporations a free ‘go’, which is how we got into this mess in the first place. The more voices we see on a compromise of the acts without the title makes me wonder who is in charge in the United Kingdom. We know Wall Street controls the USA, but I still believe that the monarchy that is the United Kingdom needs to hold fast and continue on the path that makes them rulers again, not vassals to the corporations.

By the way, when will we ever allow a corporation to dictate what passport comes into play?

So as we (for now) see the Honourable Shinzo Abe as a mere messenger, we have to worry why he took these steps to begin with. This reeks more towards setting the US corporate needs than anything else. Now it could be that even within Japan tough questions would be asked, if political pressures had not been used to get rid of Ichiro Furutachi, Hiroko Kuniya and Shigetada Kishii. Of these I only know Shigetada Kishii to the smallest extent. People in the workplace asking the hard questions, not the useless questions you would get from Lisa Wilkinson (Australia) or Ben Shephard (UK), but the likes of Andrew Jennings (BBC News). So that is a loss!

In all this I see that in more and more nations it is the corporations that decide on news, because those breakfast news shows are all dependant on advertisers, whomever controls them, controls the press to a decent amount. So as we see the messengers on several fronts we see that all of them are now giving way to large corporations and their ‘needs’ whilst the players as a whole are not held accountable for any of this and together they seem to be keeping the non-taxability of corporations a certainty. If you doubt that then wonder why Ireland is now suddenly supporting the appeal from Apple. So not only do they all want a united Europe, but its court rulings are not all that valid. I wonder what will happen if it is ever overthrown. How angry will the people get?

Will the announcer claim protection with the phrase ‘I am only the messenger?‘ Time will tell, but it is clear that Brexit was always going to take a while and for those corporations? They knew the risk was there for well over a year, now they cry wolf? Actually, they are making the Honourable Shinzo Abe cry wolf (which might be worse).

It only shows that they never prepared for this. So why give considerations to people who cannot prepare for these events? Oh and the threat from Japan to take the car makers out of UK? Well, you could do that, but when the Commonwealth population as a whole decide to not to buy a Japanese car, you will make the Korean and Chinese Car industry very happy. Japan? Did the history books not tell me that they became Eastern China in 2018? Perhaps the Yen completely collapsed, as did their economy!

I’ll let you decide on how the industrials are now trying to play the UK!

A friend that threatens our freedom of choice is not a friend. Did they not learn that lesson the hard way on August 6th 1945? I know it’s only been 25,964 days ago, but still!


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The tactical changes

Only 9 minutes ago, information reached me that takes a different turn to several events. On the 1st of May I wrote about the Homerun UKIP made (at https://lawlordtobe.com/2016/05/01/homerun-by-ukip/). In this I linked a video (containing extremely graphic executions), it was a presentation of sorts, and there were several ‘links’ that implied that ISIS was active in Germany. Now I see the following (at https://www.bellingcat.com/news/mena/2016/05/22/isis-had-a-social-media-campaign-so-we-tracked-them-all-down/), apart from the social media implication there are other implications too. The links to Munster, close to the Netherlands now give another scenario to consider. First of all, this could be a steeplechase, a red herring hunt. When you leave clues this open, with so many options to match images with the local population, the people involved are either massively stupid, or a little too clever. I have learned to always consider my enemies to be superior, so I will not make the mistake to consider them too stupid. There is of course a third side, this could be a hoax by anyone with Arabian language skills, the beginning of a steeple chase, to see if Americans/NATO people will take the bait.

One part that is a given is that in the past open source intelligence have (apart from verification) shown to have effective options. You see Americans (at times not the brightest collection of people) have worked from the ‘Americans only’ recruitment campaign, which makes perfect sense. Yet without local and language skills many details tend to go missing. Even as certain parties adjusted this view, there is a limit that hinders any intelligence investigation at times. In that same light we can see Bellingcat. It can be a great source for investigative journalists, that is, if they can successfully verify the intelligence obtained.

In an equal light, the information that I gave would require scrutiny too. Was German intentional for the locations, or is there another reason (like anti English reasoning). The other part was the language in the video. Their level of German was high, which leads to more questions, but are the questions relevant? That remains the issue.

So as I ponder the issues I saw, I also question the quote “However, these photographs revealed the exact locations of the ISIS supporters in their photographs, in some cases even exposing their home addresses. Numerous Twitter users crowdsourced the geolocation of these photographs throughout the day on Saturday, eventually pinpointing the locations of several photographs shared by ISIS supporters“, what if the trail is false? What if the locations lead to people, not pro ISIS, but the arrest that follow could turn family members more extreme, possibly even into the hands of ISIS?

It is a valid question, but for now, there is no way to see what is what, not on the information I currently have. Even when we see that some of the photographs seem to lead of Hoofddorp, a small town next to Amsterdam international and really close to Amsterdam, with plenty of possible targets. Yet, in equal measure, it could be a foxhunt whilst the fox remained intentionally absent. Without more clear intelligence there is no way for me to tell, but that does not mean that there is no way to find out.

There is one clear danger in all this, this is a move that UKIP can exploit. If ISIS sympathisers are this deep in France and the Netherlands, it will scare too many Brits into the Brexit field, no matter if Brexit is the best solution or not, moving to the Brexit field out of fear will never be the right reason or action for that matter.


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Freedoms removed by Amazon

One of the most outrageous articles of the year hit me this morning, via the Guardian off course! The piece in question is ‘Amazon proposes drones-only airspace to facilitate high-speed delivery’ (at http://www.theguardian.com/technology/2015/jul/28/amazon-autonomous-drones-only-airspace-package-delivery). In the first, since when does a company decide on traffic rules? Can anyone explain that to me? In the second, since when is a company allowed to set FAA rules (or in general rules of flight regarding safety of airspace)? In the third, how in the name of all blazing hell does a company decides on how amateurs, hobbyists and innovators do their work?

Well, it seems that Amazon has stepped up to the plate to ‘suggest’ a few changes. Let’s face it, Amazon is a place of nothing, a mere grocery store for parchment products. In the UK they paid £11.9 million in taxation and the year before that £4.2 million, so why should we give them even the slightest consideration? The Australian Amazon site is limited to kindle stuff, so they pay even less there. You know, they are big in Luxembourg, so there is every possibility that they can pursue their drone packaging strikes in that country. But to give any consideration outside of Luxembourg and the US is a little too strong, so the quote “Amazon is proposing that a pristine slice of airspace above the world’s cities and suburbs should be set aside for the deployment of high-speed aerial drones capable of flying robotically with virtually no human interference” should not be taken too seriously.

We cannot fault Amazon for having vision, but it comes at a cost. You see “It envisages that within the next 10 years hundreds of thousands of small drones – not all of them Amazon’s or devoted to delivery – will be tearing across the skies every day largely under their own automated control” shows us that there would be a massive drop in the need for delivery people, which is not good for job security. Now, in opposition, these things happen, when people started to correspond through their computers, the people did not think it would grow beyond the realm if Geeks and Nerds, now, the bulk of the population has not touched parchments, quills and ink for a long time. Less postman were needed and on a global scale dogs were in mourning for nearly a decade.

Now we get the part that Amazon thinks is visionary “The company’s aeronautics experts propose that a 200ft slab of air – located between 200ft and 400ft from the ground – should be segregated and reserved for state-of-the-art drones equipped with sophisticated communications and sensing equipment and flying at high speeds of 60 knots or more. A further 100ft of airspace – between 400ft and 500ft – would be declared a no-fly zone to act as a buffer between the drones and current conventional aircraft such as passenger and cargo planes, thus mitigating fears about the impact on manned flight or dangers posed to people on the ground“.

I wonder how these aeronautics experts got their degree, perhaps it was added to the side of the pot of vegemite in an effort to market the product to Americans? Perhaps their degree was the wrapper for Troyer Roll Butter (if you know the product, the joke makes sense, Google it!). You see, the sky is filled with these weird things, that need to be all over the place, they are called helicopters, the police uses them, the press uses them and oh, yes, the emergency rescue services uses them all over the world, also in city areas. So this ideas hold a few operational holes even before it is seriously considered.

There is an additional concern. We do not deny that drones will be the big thing in the next decade, which also means that indie developers and visionaries will emerge, so is the quote “segregated and reserved for state-of-the-art drones equipped with sophisticated communications and sensing equipment” anything else than an attempt to crush market growth and keep it in hand for a few established brands? How will that ever be any good for innovation? Furthermore, the image gives way that hobbyists, rural hobbyists will be pushed from their rural live to little spots, just like the Native American Indians were. In my view, if you want to be top dog, you’ll just have to create a superior product that can anticipate these events. By the way, helicopters come in all these areas, including in the no fly zone, so this idea is saturated with bad insights from even before day zero. Not a good start me thinks!

So in reference to the position papers where the call states “It calls for a “paradigm shift” that will allow hundreds of thousands of small unmanned aircraft to fly under their own technological steam without the current involvement of humans through air traffic control“, that part could only work if there is one player, once there are more, if becomes a technological jungle of miscommunications and lost handshakes due to iterative updates, flaws and glitches. So how about letting drones work above the freeways and major lanes? It would not hinder anyone, hobbyists and innovators continue and unless a helicopter absolutely must land on a highway (likely medical emergency) they can continue without any hiccups.

Wow, I just solved the ‘lack’ of free airspace in 7.2 minutes. How clever am I?

Then we see “Amazon sets out five capabilities that drones must meet if they are to be allowed to fly inside the new 200ft high-speed corridor“. well let’s just agree that this is not up to Amazon to begin with, the fact that they precede this with “to realise that futuristic vision safely“, implying that they are working on a solution only they will offer, laws must abide with… In my view it is not up to them, many nations know that drones will be the new slave labour force (read: unpaid population that will drive others away from a job), which is a little out there (the way I framed it), but the reality is that this market will massively evolve over the next 2 decades and we have to give space to innovators and visionaries, not limit their scope to the need of “sophisticated GPS tracking that allows them to pinpoint their location in real-time and in relation to all other drones around them“, which is basically stating that drones must be a product made by DJI, Raytheon or Northrop Grumman to be allowed in this airspace. Amazon does NOT get to make THAT call!

the additional quotes “Online flight planning that allows them to predict and communicate their flight path” and “Communications equipment that allow them to “talk” and collaborate with other drones in the zone to ensure they avoid each other” give additional notice to forcing us into a one player path. That is not what innovation is about. First the TPP is pushing innovation to the mercy of big business, now Amazon add more limitations here? That is not a playing field that the world signed up for.

So as we see that hobbyists and indie developers (and visionaries) are slowly pushed into reservations like the Native American Indians by the quote “Under Amazon’s proposals, by contrast, hobbyists would only be allowed to fly within the new 200ft-400ft corridor if their vehicles were equipped with the latest hyper-sophisticated gadgetry for autonomous flight. Otherwise, they would have their activities confined to geographically demarcated airfields in relatively unpopulated areas that would be set aside specifically for the purpose” we have to wonder what Amazon has up his sleeve. Because either the US government is so bankrupt that it will agree to anything to not collapse before the results of the next elections, or is Amazon just waving in the air to be noticed?

The quote by Brendan Schulman, drone lawyer and senior executive and DJI gives us additional issues regarding the Amazon statement “by far the greatest use of unmanned aerial vehicles today was by amateurs. That’s currently by far the most common use of the technology, so before you disrupt their experience you want to think carefully about what slice of airspace would really be needed by these new technologies“. I would say ‘Amen!’ to that, because the issue that the article danced around (perhaps intentionally) is that Amazon needs to adhere to established safety protocols, we do not change protocols because of Amazon. I can agree that down the track changes will have to be made, but that time is not now and especially as the paper ignored several basic avionics issues.

Which now gets me to the paper where in a mere flash something stood out to me. Consider the quote “Amazon believes the current model of airspace management will not meet future sUAS demands, particularly highly-automated, low-altitude commercial operations. A paradigm shift in airspace management and operations is necessary to safely accommodate the one-operator-to-many-vehicle model required by large-scale commercial fleets“, in that apart from a massive dose of arrogance, we see “the one-operator-to-many-vehicle model required by large-scale commercial fleets“. So it is already on the premise for big business where one controller manages 100-200 drones. The shift of a workforce that only requires payment in cc’s of fuel.

In my view, the air is for now still empty, it will change, that much is certain, but it will be the people that decide on how far this goes, it is not Amazon to make that move. I am not entirely certain that Amazon should be the lead at all, but that is perhaps a discussion for another day.

What is in the last part an issue is the small part privacy activists were given. They are all up in arms regarding police and spook drones. Which is massively farfetched as these people have already given away their liberty through Facebook and other social means, so these two parties receive via e-mail all you did, including the amounts of times you ogled the ass of the neighbours wife (and teenage daughter). We seem to forget the massive danger that follows, it is not Amazon with its non-human package delivery system. It is the fact that in any innovation, organised crime follows pretty quickly, because they know that it takes the government up to 5 years to catch up, so in the first 5 years they can strike it rich. Drug deliveries, via cheap drones to penthouses. The paying clientele gets balcony to balcony delivery via a $499 drone and there is no link between the parties. Crime is already making a nice killing here, so the proper focus is not here and when it gets to be in the right place it is already too late.

So Amazon should not be setting the pass for removed freedom, it should set pace to create the right atmosphere, an attempt that they failed miserably from my point of view.

My opinion in this matter is strengthened through a previous article regarding Amazon which was published on March 30th (at http://www.theguardian.com/technology/2015/mar/30/amazon-tests-drones-secret-site-canada-us-faa). The title ‘Amazon tests delivery drones at secret Canada site after US frustration‘ already implies the ludicrous part in all this. A ‘secret Canada site‘. Why? Because a spotter could take a pic? Because of industrial espionage? Actually, that last one is not THAT far-fetched. So let’s leave it for now.

In the article we get two parts that show my view the first is “Into that aerial slice the company plans to pour highly autonomous drones of less than 55lbs, flying through corridors 10 miles or longer at 50mph and carrying payloads of up to 5lbs“, which represents as stated in the article for 86% of all the packages, now that is fair enough, if you want to address 80% of what is done now, yu see a choice that is just common sense. Now part two “The Company wants to offer its customers the ability to have packages dropped on their doorstep by flying robots within 30 minutes of ordering goods online“. Initially that pat makes sense too. Yet combined, we get ordered articles are delivered within a range of 18 miles. Here we account for loss of time for picking up, after which the drone gets 30 minutes, so 18 miles is pretty much the limit, so this is a metropolitan solution, this is less about ‘global change’, but more the need to address the high impact profit places like New York, Vancouver, San Francisco, Honolulu, Seattle, New Orleans, San Jose, Chicago and Los Angeles and a few other congested places. The ‘global’ part was just nice to give it marketing. They need to address congestion and dromes will make sense. Yet the visionary part is that they are trying to address it on a global scale, because if this is accepted, Amazon would be sole player in places like London, Paris, Amsterdam, The Hague, Munich, Berlin, Rome and Sydney for that matter too. That seems to be the reality and it is not a bad idea to have, but in that adjusted view, Amazon does not get to set policy, especially as Europe might develop its own drone solutions. Binding options for developers through ‘sophisticated GPS tracking‘ is what I would call ‘the big No No’.

Brendan Schulman, aka the drone lawyer shows us the merits of my thoughts “Amazon’s Canadian airstrip-in-exile should be a “serious wake-up call to politicians and regulators”. “America has led the world in aviation development,” he said, “but for the first time in history we are at risk of losing out”“.

There is the part, where I made the reference to the TPP. These presentations are all about big business carving their patch making sure no one else can inhabit it. The plane industry is polarised, but drones are another matter, drones can invigorate visionary workers and dreamers, because a drone is not an expensive tool, you can buy them in a game shop and the next kid getting one could be the one who revolutionises that field because he/she thought ‘what if I want to do this, could I alter my app….?’ that is all it takes to create a billion dollar corporation.

The FAA has (according to Amazon) taken much too long to make up its mind, it also stated “it does not believe that drones can be flown safely under their own autonomous control, and is insisting that humans must keep them within eyesight at all times“, which makes it non-profitable for Amazon. For now the FAA is right, but there is no given certainty that this is still a truth in 5 years. The mobile industry, Wi-Fi and sensor market is evolving at an alarming rate, my $699 mobile phone now has the same technological options a $15K digital film camera had 10 years ago, only the lens is the physical difference in quality, so that market will evolve, possibly beyond my comprehension before I die.

I feel certain that the FAA realises this, but they report to others and those people see that drones will be the new orgasmic high for organised crime. Common Law in the US and in the Commonwealth is flawed enough for all players to realise that this opens up massive undeclarable profits for these players. With the one to many option, whatever small chance of successful prosecution of a drug dealer any Districts Attorney had in the past, flies straight out of the window via drone. Here we see how the law has not caught up again.

Should it stop drone development? No! But there are a few sides that need addressing, which cannot be done today, but soon it will be the only blockade remaining. What happens when that day comes?


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Is it all Greek to you?

Greece keeps on tracking the news in several UK papers and newscasts. Greece is big news in a few regards, but I will not go into that too deep. What should be known in this premise is that I still believe that Greece for the larger extent is playing a game, the fact that Greece is playing this game is because (as I agree), the downfall of Greece could topple Italy and France to a serious extent, which will hurt the United Kingdom to more than a minor extent (it would have been massively worse if the UK had the Euro) and it will debunk the premise of a united Europe in several ways.

Now let’s take a look at the news:

BBC (at http://www.bbc.com/news/world-europe-32790726) ‘Greek debt deal within next week, says Varoufakis‘, stated on May 19th, this gives us the oral deadline of no later than May 29th.

I, the Lawlordtobe.com (that’s me) stated on May 6th in the article ‘What’s the matter?‘ “You see, there we see May 1st an IMF interest loan payment (now due May 6th) and May 12th we see the part that 760 million is due. The part that was unknown to me is also the part that is not loudly voiced to EEC nations, because this knowledge will influence the voters (as I personally see it). You see, the missing part that is not voiced in many sources is the small fact that two T-bill batches mature, the first one on May 8th and the second one on May 15th, each worth 1.4 billion“.

Now we know that the May 6th payment was done, but the May 12th payment could NOT be made, for this Greece used its own IMF emergency funds, this means that this is now due 30 days after May 12th. In addition, the amounts due in June is 1.5 billion initially towards the IMF, yet because the May payment was not made, that debt is raised by 50% and Now we see that 2.3 billion will be due before June 30th. In addition 5.2 billion in T-bills will mature, so how is that going to get paid for?

Alas, this is not all, even though payments are not due, the Greek debt ceiling has been raised (again) now giving to total debt ceiling at 80 billion, when we add the outstanding debt, this nation with 11 million people will be down almost half a trillion dollars! Now one fact that many are ignoring, this all amounts to an annual interest that is close to 22.5 billion a year, Greece cannot even raise 5% of that at present!

Let’s get back to the news!

The financial review gave us this news on May 19th (at http://www.afr.com/news/world/greece-wants-europes-bailout-fund-to-pay-maturing-bonds-20150518-gh4ljr), the headline ‘Greece wants Europe’s bailout fund to pay maturing bonds‘ gives you the rising nightmare that I was pushing towards for some time now! The quote “Greece has proposed to its international lenders that Europe’s bailout fund pay back maturing Greek government bonds held by the European Central Bank as a way to overcome a funding crunch, Finance Minister Yanis Varoufakis said on Monday“. It feels a little like going to that nice place in Amsterdam (with all those red lights), then after you had your fun, you ask the girl if she would be so kind enough to ask Mr.  Eberhard van der Laan to front the bill (the current Mayor of Amsterdam). What do you think is going to happen next? Including May, through to August a total of 11 billion in Bonds will mature. So, how is this a good idea?

Syriza has, since it came to power, only made things worse for Greece. The Greek people might think that they are protected, yet as I see it, the only thing they achieved is to alienate its creditors, leaving them with no alternatives, for now let’s get back to the news!

Less than 20 minutes ago (whilst writing the draft), the Guardian got wind of a possible extension of 4 months (source: Helena Smith, the Guardian), which is likely today’s topic between Angela Merkel and Alexis Tsipras. Which now gives us more worry, because EVERY delay and every inaction from Syriza gives less and less chances for Greece. Yet from Reuters (at http://www.reuters.com/article/2015/05/21/us-eurozone-greece-schaeuble-idUSKBN0O61C220150521), we learn that there is no happy expectations at present. The quote “But Schäuble poured cold water on this idea, saying reports from the international institutions involved in negotiations with Athens suggested talks were progressing ‘very hesitantly’. ‘What I know from discussions with the three institutions does not back up the optimism arising from announcements from Athens,’ Schäuble said in an interview published on Thursday“, whether the latest news is more accurate is harder to see, because the ‘earlier’ news from the BBC amongst others see a game played where Varoufakis and Tsipras are in ‘managing bad news mode’ and overly optimistic, an approach already rejected by more than one participant and as I showed, the amounts due means that my prediction on May 6th (in the article What’s the matter? at https://lawlordtobe.com/2015/05/06/whats-the-matter/), where I stated “Why do I feel that I am the only one seeing this, or at least the only one clearly voicing this, because the UK elections, when the voters learn that Greece is about to desire up to 30 billion before the end of the year, so that it can pay the outstanding bills“.

Now we see that Greece is hoping on an 11 billion bonds bailout, a bailout deal of 7.2 billion and an additional bailout is already a certainty, the amount at present is however not stated (possibly unknown to the involved players) and up to August we see the need for 6.7 billion in payments to the ECB. In addition there would be interest payments too. My prediction of the needed 30 billion has been surpassed, yet no one else made clear mention of these required funds, especially the UK papers, as this would have opened the floodgates towards UKIP. How informed was the British voter allowed to be?

Back to the news!

When we consider the extension, we also see first voices. Now let’s take a clear look at what the European public is being offered and the shear insanity of it.

  1. experts are saying after four months of seemingly stalled negotiations the gap-stop solution makes eminent sense – not least because it gives the leftist-led government enough time to either hold a referendum or call fresh elections, polls that the governing Syriza party would almost certainly win hands down”.
    a. How will new elections solve anything?
    b. Is Syriza wins again, then how will progress ever be made?
    c. Setting up an election takes months, which means that in 4 months no achievement will be made, whilst the internal costs of new elections will be added to the debt.
  2. Both scenarios would allow Tsipras to deal with militants in his party and move to the centre stage offering clarity to a political landscape blighted by Syriza’s two seemingly incompatible aims: to ensure Greece stays in the euro zone while at the same time eradicating austerity”.
    a. Is it possible that the militants Syriza were never the problem to begin with?
    b. Staying in the Eurozone and eradicating austerity is as I see it a mathematical (and statistical) impossibility. It is only possible if all debts are forgiven, which should never be an allowed option!
    c. Is it even possible to offer clarity to the current political landscape? The political landscape includes the people behind the banks and the bonds, which makes for very murky waters at best.
  3. “This scenario makes sense because it would provide sufficient time for Greece to hold a referendum or election both of which would ease Syriza’s position,” said Kevin Featherstone, who heads the Hellenic Observatory at the London School of Economics, which basically reiterates the issues in point 1.

I cannot oppose Kevin Fatherstone academically as he is a professor and that title is not given out with boxes of Weetabix, but my logical insight in data opposes his view and a few others on intense levels. I have nothing against Greece and even less against the people of Greece, but why should we not hold politicians both present and past responsible and accountable for their acts? The current financial dilemma Greece faces should call for public scrutiny of what was done, which includes openly naming and shaming those who did this to the Greek people and in that regard, let’s all stop blaming ‘Ze Germans’!

But this view would not be complete without the two theatre plays that are also linked to this.

In one house we see Grexit, a Greek production with Director Tsipras and the supporting soundtrack by Varoufakis. You see, the emotional bytes from a Greek paramedic stating “We don’t have enough money to help people – we don’t have enough ambulances” is less than an appetizer, it is not even close to interesting, the issue is, how will the retired people of Greece buy water and bread? When the cash runs out, when people do not get paid and supermarkets cannot get paid, that will show the nightmare Greece is heading to in a very straight line, one that active non-posturing could have prevented in February 2015, Antonis Samaras was on that path, it was a painful path, no one will deny that, but the alternative we see now is about to get a lot harder and many times less humane! At http://www.bbc.com/news/world-europe-32332221 we see the bills due, most of it was a known part, now add to that the public sector wages of 2.2 billion. There is only one part that could offend me. The quote “For some economists, potentially the best option would be for Greece to pursue a ‘managed default’” is the one I cannot find peace with, you see, managed default means that it is a staged setting of non-payments. Yet in those situations, the banks, the causers of grief will get paid, the retirees are very likely to end with nothing, or perhaps a mere two drachma on the Euro deal. Now, I could be COMPLETELY wrong here. I do not know how a managed default would pan out, but in my view, the ‘for Greece‘ is not the same as ‘for the Greek people‘, the second one should take precedence no matter what, but that might just be me.

In the other house we see the upcoming production of Brexit, a split Farage/Cameron production in different halls. The production is in turmoil, because duo ‘Fat Cat’ and ‘Bully’ are taking notice of this production and they do not like either play. The newspapers have been mentioning these issues. Latest noise comes from Paul Kahn, the Airbus UK chief “the company would reconsider its position in the country if Britain left the EU“. Why, is my question at that point? These industrial settings were a reality before the Euro and as such, they should remain a reality after Brexit. Several banks (like HSBC) and other firms made similar noise, many of them reliant on people who would lose fortunes when the Euro debts would strangle the nations as the larger players try to remains relatively safe from the Greek collapsing fallout. I question (to some extent) the actual issues that are at play when a Brexit would follow. In my view, the strict regulation of Greece and its debts would have diminished that risk. The fact that the Status Quo game was played so long after it was not feasible is at the heart of all this. A certain group of people now feel that they are in danger as they kept on sucking on ‘the tits of plenty’. These people went for the breasts of milk and honey in perpetuity, whilst ANY mother can tell you that this is not possible, a mother must rest, regain strength and resources. With the minimum of common sense any man can tell that a mother will need these parts too, yet the economy is not a mother, it needs no rest, it needs no nourishment, it will continue ‘ad infinitum’, or does it?

So now we get news that is viewed as bully tactics from industrials and exploiters towards the UK, with the clear message ‘stay in the EEC or else!’ Now we have the issue at play, because Greece is the first of three elements that imply that staying in the EEC is no longer feasible. I personally believe that David Cameron is trying to push the referendum forward, not to get out of the EEC, but to stay in the EEC, because if National Front (France) does get the votes, they will move away on principle and then the British population will follow ‘en mass’! Which will only drive the power of Nigel Farage. This paragraph is again speculation, but I believe it to be the true path we all face.

Now for the final part of the speculation, again, it is like a virtual path in data, to get anything tangible is not an option. I do not move in the circles that these players move, so I have nothing but my instinctual view on data. You see, I mentioned them before. Yet, one piece I did find. It is at http://cib.natixis.com/DocReader/index.aspx?d=6159546E36436C53616F365A3346735064757A5239413D3D. (attached below)

Here we see what I predicted all along. It is nice to see confirmation on such a high level and they foresaw it before I did (but not by much). Their paper is dated 26th May 2014, almost exactly a year ago. The quote that gives it is “It is therefore unlikely that we will see the GUE/NGL group – which brings together leftist tendencies from socialism to radical anti-capitalism – form a block with representatives from the PVV, the UKIP or the National Front. At the right, the ‘soft’ Euro sceptics in the ECR find it difficult to agree with the ‘hard’ in the EFD, as the parties they represent are often opponents on the national political arenas (e.g. Tories vs. UKIP or PdL vs. Lega Nord)“.

This is exactly what almost happened and the danger has not gone away, it is actually increasing. Yet, if the UK referendum falls before the French elections, the chance of separation is much smaller. Which means that with the UK referendum no longer an issue, if National Front does win, Natixis will have time to rescale their assets. That is at the heart of the linked matter. Natixis has well over HALF A TRILLION Euro in assets. One French firm, 15 members of that board (including 4 women) yield a bat that is more formidable then David Cameron can bring to the table and these people stay OUT of the limelight. Headed by François Perol, together with the members Daniel Karyotis, Thierry Cahn, Alain Condaminas, Laurence Debroux, Alain Denizot, Michel Grass, Catherine Halberstadt, Anne Lalou, Bernard Oppetit, Stéphanie Paix, Henri Proglio, Philippe Sueur, Nicolas de Tavernost and Pierre Valentin represent the unspoken brilliance of the assets economy! They achieved without the economic power of the United States, what Alan Greenspan couldn’t achieve with the powers of the US Federal reserve behind him. Consider that in the game of Roulette the bank always wins, in this game the bank lost and Natixis bested both the odds and the bank, they just did not advertise it. Now we see that the worry of Natixis never left and the play is still moving towards what Natixis regards to be a radical anti-capitalistic unity. I for one am not opposed to capitalism, but they too must be held to a level of accountability, an aspect that they denied existence of and as such the situation has escalated to the point where we are at now.

So, if this is all Greek to you, then you are not alone. I am not an economist and I am also in doubt on the correctness of my view, yet my data expertise pushes me to these elements and so far my predictions have panned out correctly. Which means that Greece is at the centre of many events and driving additional other events. Nigel Farage has grown UKIP and as the economy deteriorates that power growth is only getting stronger, but for the next 55 months it is not an issue, the French Milestone of National Front is only 22 months away and that is a worry for Natixis, 22 months is not enough to resettle well over half a trillion euros, especially when none of the moveable markets would remain stable.

So behind Greece and its debt is a tsunami of economic turmoil, the Greek people might not realise that Greece is small compared to some other issues, but those other issues will not allow the Greeks to be the reason for the other domino stones to fall. As I see it Alexis Tsipras was nowhere near ready to play the game he played on the level it needed to be played at!

Is it still all Greek to you?



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