Tag Archives: Australia

July 22, 2025 · 17:06

More bad news?

Yesterday I got some news from FTN News that might spell bad news for America. America is at this moment drowning in tourism ‘debts’ (for a lack of a better word). At present the downfall is set to 29 billion dollar and there are several sources who give us that there is all likelihood that this will not be reversed until 2029. And that is merely the reversal of income (if America does an about face basically today) the loss of income will continue. America will bleed tourism revenue for years to come. And the bad news that is added is seen (at https://ftnnews.com/travel-news/aviation/inside-saudi-arabias-bold-plan-for-a-low-cost-airline-with-45-planes-by-2030/) giving us ‘Inside Saudi Arabia’s Bold Plan for a Low-Cost Airline with 45 Planes by 2030’ where we see “Saudi Arabia’s bold plan for a low-cost airline with 45 planes by 2030 is the Kingdom’s latest move to transform its aviation sector and boost tourism and connectivity” Now don’t think this is a silly notion, but at present in Europe, Canada, Asia, Australia and a few more countries people can only afford one vacation a year and the sewing of cheap holidays to a place where many like to see it, it means that most will contemplate Saudi Arabia against the unwelcoming grounds of America. Considering that the bulk of Muslims (who are about 1.8 Billion, close to 20%) they all will consider Saudi Arabia over America, especially if that comes with lower costs. As such this is almost a slam dunk win for Saudi Arabia. So when we see “The new carrier will be operated by a consortium led by UAE-based Air Arabia, in partnership with Saudi companies Kun Investment and Nesma Group. According to the Saudi General Authority of Civil Aviation, this alliance was awarded the contract to launch the airline after a competitive bidding process that also included Jazeera Airways and other regional players.” It sets a setting that the UAE/Saudi Arabia connection could spell a lot more bad news for certain parties. As stated, base operations might be in Dammam, yet they are aiming to carry at least 10 million passengers per year once fully operational. Its 81-route network—comprising 24 domestic and 57 international destinations will set the fall to others up to 10,000,000 passengers annually and that is merely the beginning. As I see it, the 10,000,000 will grace Dammam, Riyadh, Jeddah, Abu Dhabi and Dubai. Considering the simplest setting that many will now be able to afford a trip to Dubai with its 0% taxation and Apple growing there too I expect a boom of people trying to unite cheap vacation with cheap shopping and in that regards Abu Dhabi remains an option for these people. The could visit both with the High Speed train that takes you to the other UAE destination in a mere 35 minutes. So how interesting is that against any place in America? 

So is this a real threat against American revenue? I believe it is and after the bad setting that America pushed itself in, and the upcoming Vision 2030, I reckon that America might get a prolonged bad tourism time going through until 2032/2033, a few years after Disney and Harry Potter theme parks graced Yas Island totaling the amount of theme parks to 6 with the added Yas Island Mall and the F1 races there too. And Harry Potter to be expected to arrive late 2026 and as there is no date for the new Disney park, I expect that this will not happen before early 2027. But that sets a new danger for America getting relieve to its tourism downfall. 

The setting that SeaWorld is an unique place merely sets the premise towards a lot of tourists selecting Abu Dhabi over America and that is merely the start of this matter. So as I see it, whomever invested in the new airline (apparently The NESMA Group and Kun Investment Holding) seem to be riding an great profit venture and as this goes on the investment might turn out to be a golden one and that is before the impact is seen that Neom Bay airport will face and that means tourists will flock towards Trojena and its ski slopes. Yup, the Kun Investment Holding is looking towards the bright side of profits.

So could I be wrong? 
It is a fair question, but the reality is that nearly all people need a vacation and when the price goes down people can do more and as such these 10,000,000 annual places are 10,000,000 that America loses, pretty directly and that is after the losses it is already facing at the moment, as such I feel pretty confident that this will make it, even as it is not the only one in Saudi Arabia. There is also Flyadeal, Flynas and Air Arabia. The fact that Saudi Arabia is ready to expand the tourist game implies that they have been upgrading with a focus and I think it will drive people towards Trojena and Sindalah, which is besides the options that Abu Dhabi and Dubai offer. So as I see it, America will be facing several more hard years and that is if they do an about face on tourism as per today, when they do not, by 2028 Ski tourism will go towards Saudi Arabia as well. A nasty package is coming to the American shores. They did this to themselves, as such I feel it is their own fault. But to see this amount of damage due to the stupidity of America first is pretty laughable in any book you read.

As such have a great day and if you need a point of investment, I reckon having a better look at the Kun Investment Holding might not be a bad idea. Don’t ask me for advice, this is all I see and I am not the expert in investing, but there are good times ahead for Kun Investment Holding.

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July 5, 2025 · 14:27

Honey and ladders

Yup, it sounds and is a Childs game. It is based on the old original Snakes and ladders, which I haven’t played since the 70’s I reckon. I saw this Childs game in a larger version in a place called Burwood. Where the honey is the decline and the ladders go up. It is a simple game and this game only has 36 squares. A simple game with a roof in the open as such parents gets to have fun with their children, or even children playing together. A small 30 minutes of joy I reckon.

Still a game with a few natural settings. There is joy and less joy and it takes you on the rollercoaster of high and low. A setting that the American Administration has never apparently seen as the Independent (at https://www.independent.co.uk/news/world/americas/us-politics/us-tourism-decline-trump-policies-b2782820.html) gives us ‘US is the only country facing tourism decline as Trump policies to cost $29 billion in visitor revenue: study’, although I don’t completely agree with the setting as America is the only country facing a tsunami of abandonment   and as such I reckon the the word ‘decline’ is not incorrect, it is merely highly misleading when we look at the ‘decline’. I wrote about it earlier, but the numbers have drastically increased and a country that has so little going for it needs all the marbles they can muster. As such we might stop at “Amid the president’s immigration crackdown, travel bans and sweeping global tariffs, the U.S. is expected to be the only one out of 184 countries to see foreign visitor spending fall in 2025, according to the World Travel and Tourism Council.” With the addition of “The study suggests that the U.S. economy is on track to lose $12.5 billion in international spending this year alone – but the actual shortfall might be much greater.” This implies that the amount of small businesses that go down is vastly understated and America will be on route of the largest unemployment wave they have seen in decades. It does not help that Microsoft is laying of another 9000 people, IBM laid of 8000, just to rehire them (I reckon that they have new contract stipulations), Meta gets rid to up to 20% for teams over 150 men, so the total isn’t visible to me, but when you add the numbers. TechCrunch gives us that 2025 will be at the expense of over 22,000 jobs. So, I reckon that Aramco might be shopping for willing people as it is massively expanding. So in this new settling atmosphere the decline of 29 billion is more than bad news and in the meantime the wannabe influencers on YouTube are exploding that bad news through the same story edited in new ways with different examples making the impact seem wore than it is. Don’t get me wrong, 29 billion is plenty bad, but you don’t need to exploit it twice over. I reckon this is done to get more followers. Not a game I am willing to play mind you.

Still the bad news is apparently taken in strides with the America Administration at this point. As such whilst the Guardian gives us “US adds 147,000 jobs in June, surpassing expectations amid Trump trade war”, so was this including the 8,000 jobs that IBM added whilst firing them in the first place? A setting that the byline hands us with “Economists anticipated drop, but 8,000 new positions were added in June compared with May, with unemployment rate down to 4.1%” what a coincidence, did IBM just rehire these people? Is it therefor a new job or a rehired job? I actually don’t know and that is the ‘enigma’ of black bookkeeping based on ‘active’ souls. I will have to ask Mephisto when I see him again. 

In other news, there is a growing concern for the economy, the news comes from Fox, so take this in stride as they have shown a few times to butter the bacon. The news ‘Americans trapped in side hustle economy as 9-to-5 jobs no longer pay the bills’ and I personally feel that the setting that players like Uber Eats bring. I reckon that this is the kind of side hustle that comes with hidden traps (they say they don’t but I reckon that people assume a few matters, while these players leave them in the dark for a reason. As such, things like Fuel, insurance and a few other settings are not (as I personally see them) clearly defined. There is the setting of “account hacking and unauthorized orders.” As such I get that one such an issue and your day income is pretty much gone. As such (and Uber Eats is not the only player in town) there are a few settings where the danger to side-hustles is the larger danger to the income over all. This will come to blows soon enough. I reckon that before the end of summer a few situations will get out of hand and this will mean that there is another down wind hitting the industries. Because these restaurants will depend on deliveries. And without deliveries, you are a food place in the middle of nowhere with no place to go. 

Adding these elements together and you do not have great news. More like a tragedy of unbridled proportions. And whilst this morning the Financial Review gives us ‘Trump plans to start notifying countries of US tariffs of up to 70pc’, I reckon the bloc of nations that will set new borders towards normalizing the stage they have with nations that were previously seen as ‘hostile as per American notice’, there is even a larger concern that some of these nations might enter the bloc with China, lets face it, they have nothing more to lose and as such America loses a lot more than they bargained for a educational step that honey and ladders bring. The steps you need to take to get to the next ladder to cross. And this game is rigged by governments themself. A setting we rarely see, but now with the EU, in disarray, the chance is more likely then not that China gets to call EU ministers and offer ‘a helping hand’, this implies the losses of a lot more billions and actually bring hardship to the American tech as these people will now consider change. Consider Huawei, TikTok, Tencent and Alibaba. How much damage can they do to the American economy? And when the EU and the United Kingdom are convinced. How much effort does China need to make to get Australia and New Zealand on board? At that point the only ‘ally’ America has is the one they pissed of the most (yes, it is Canada). Is this scenario beyond realism? I don’t think so and the setting that America with Tariffs and Tourism gave us was a mere start of more and the setting that we were ‘sullied’ into a complacent setting of what democracy is.

As such the EU and others are now seeing America as the big evil, not the liberator, but the bully that stops democracy. In this, this morning I was given an image as to what America is. It is a strong view of what the ‘anti-Americans’ see America developing in. I am not on their level. I am merely anti-stupid and I am seeing way too much of that too.

So have a great day and consider what you stand with and what you remain silent about. For me it is easy, as a Commonwealthian I am massively pro-Canada. It is really that simple. So any move America makes against Canada, I see it personal as all those in the Commonwealth need to see this (Australia, New Zealand, United Kingdom and of course Canada self). So when your intelligence apparatus pisses off 4 of the 5 parties in your intelligence system. How much of a system do you really have left? That is the setting China was hoping for and when you consider the acts that America did in its pro-Russia views, the line is cast and China realizes that it can continue without Russia, as it now has a clear stage where it might get the Commonwealth and the EU align with them. A setting that gets too many benefits and ends the dollar as a currency. Did you think I forgot about that? The EU is set to 450 million people, the full Commonwealth is set to 2.5 Billion. As such that becomes 36% of the global population, the Arabic nations is already switching away from America (to a degree), so when American tech is holding onto their version of AI, the setting seems to be one of desperation, when this comes to blows, they need to be out of the realm of victimisation and that is where we are. A comedy that turned to tragedy yesterday and the people are hoping for a nice twist so they can laugh again and I am not sure if that is a possibility. You think I was trying to sell my IP to the Arabian countries on a whim? I reckon that the setting soon will be that this is the only place that might be able to buy it. As I see it American companies will soon deal in swap trades and IOU invoices. When that happens you better believe that the last stage is on route to your point of view. That is merely how I see it and I have been trying to make strides in that direction. I might be a millionaire, but when 9800 millionaires move to the UAE, you better believe that the gig is about to be up.

Have a great day this Saturday, Vancouver will catch up with us in under 170 minutes.

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June 28, 2025 · 06:42

The bird is the word

Yup, at times we get to be not so nice. A mere 30 minutes ago the BBC ‘alerted’ me to the news that ‘Trump says he is cutting off trade talks with Canada’ (at https://www.bbc.com/news/articles/ckg629n7wzvo), now I do not know what actually started this wave of intense silliness, but there you have it. And the text behind this is “US President Donald Trump has said he is cutting off trade talks with Canada “immediately” as the country looks to start enforcing a tax policy targeting big tech companies.” I reckon that after his bash into Iran and the ‘big win’ (not sure if that is the right title for it, but the media runs with it) he thought that revisiting Canada was the way to go (that is his decision). Yet after the insults and the threats there is a real cause for Canada to enforce the setting of following through on ‘threats’ and Canada has had enough. There is the underlying thought of not waking up sleeping dogs, but there you have it. And for the record Prime Minister Mark Carney has a lot more economic insight than I do. Considering that my abacus actions saw the American economy collapse even before President Trump acted in the not so intelligent way he did, but as Tourism collapse in America will be down an estimated $12 – $21 billion this year and even as they are ‘focussing’ on America 250 (OK, that is a landslide number) the fact is that as tourism, which includes business travel, bed and breakfast, hotels, theme parks (even Disney states: ‘Epic Universe is Dead’) the impact of that much losses will drive small businesses out of commerce, as such America has nothing to be proud of. And as we see YouTubers giving a similar message there is a lot of concern. Even in America. As such I am predicting that the damage is larger than we see. So as the media is happy to split hairs (all for the benefit of digital dollars) we get to see ‘prompts’ that America cannot go bankrupt. In theory they are right, but when America has to forfeit on its loans, the effect nowhere near as dramatic as is given by the media. You see, This is where the vulture funds come in. Milking a nation for everything it has. American Wall Street did it to Argentina in 2005 (it might have been 2010), now Wall Street will do it to America because business is business and at that point Canada will get waves of Americans trying to get away from it all. I reckon that Canada can keep the shortages they have (doctors, nurses and such) but the rest is stuck in America. So how does that feel when immigration turns on the Americans? 

Elon Musk was seemingly on that page months ago, but now as the gloves come off, America will feel the pinch of all that interest that comes with the USCCD (US Credit Card Debt) of it states $36,210,000,000,000, which should be over 4.06% an expected interest now. As the US bonds are said to be about 6% consider who will take the risk of investing any amount where the return on investment to be well over 16 years. As I personally see it, this becomes an increasingly risky investment as some see the end of America in less than 5 years. So as Saudi Arabia is celebrating its 2030 point, America is decently heading for doom in less than a week, because the people will talk on this America 250 party. A quarter of a millennia and it mined itself out of existence and into the abyss they dug for themselves. Is this doom speak? 

It is fair to see it that way, but consider that America bombed Iran out of the nuclear age and USA Today gives us ‘Key parts of Iran’s nuclear program still intact, says Pentagon report disputed by Trump’ As such I do not know where I stand, but if the media has ‘valid’ views by the Pentagon (not some intern who works there) President Trump might be merely relying on the court win of ‘Trump handed ‘giant win’ as Supreme Court curbs judges’ power to block his orders’, as such it is my personal view that President Trump needs all the friends he can get, but as it stands, he is burning the bridges behind him and now as Canada is showing some teeth, the game gets nasty and PM Mark Carney also has European friends now (beside the Commonwealth, who he already had) and as this ‘fight’ intensifies, Australia, New Zealand and the United Kingdom will side with their bigger brother as no one wants to side with a potential loser. That is what America has become ‘a loser’. Do you remember the old saying that America gave us all? It was “money talks, bullshit walks”. A setting that America will soon be embracing against their will as they will claim that they armor than ample to ‘turn it around’ and that is where it gets less outspoken for America as it stands as we are given that “The UAE maintains its position as the world’s biggest wealth magnet, with a record net influx of 9,800 millionaires predicted this year”, oh wait, didn’t I say that before? Yes, I did. I made mention of it with “You see if America cannot pay its debts, America becomes the third world country no one wants to visit and that makes it a nasty place within months. America has around 22 million millionaires. I recon that at least 15 million will get out in time, the rest is not ‘rich’ enough and those with a jet (around 15,000 of them) will go to any country that will take them and they will move fast.” I stated this in ‘All dressed up’ (at https://lawlordtobe.com/2025/05/31/all-dressed-up/). I did this on the last day in may 2025. So merely a month ago, I made mention earlier, but not is such a strong way because I thought that this day was way off, but the American administration has created a negative economic wave of such magnitude that it makes a tsunami a mere pebble splash. 

That is, what you think is (utter) BS, but we now see “The UAE maintains its position as the world’s biggest wealth magnet, with a record net influx of 9,800 millionaires predicted this year.” As such this year 9,800 millionaires are vacating to the UAE. Wanna guess how many are Americans? So whilst America is still believing that America is doing great. As I see the old expression of rats leaving a sinking ship (no negativity towards these millionaires who sought better places to be). We need to see the reality of the setting and here they also pissed off Canada. As such President Trump might  seek to ‘a second chance’ the question becomes, why does Canada want to do that? In that same air, so will the other Commonwealth nations reconsider why America is a good deal. 

And those who are insisting it is, it is fine, but some media spokespeople have a lot to lose and they need to cash in before it is too late for them. As such the media is really not the trustworthy player you want to bet on.

So as we take notice of “the US president said he was ending talks due to what he called an “egregious tax” on tech companies and added he would announce new tariffs on goods crossing the border within the next week.” Everyone needs to remember that this tax setting is the one president Trump orchestrated (together with the 51st stated mentions) as such he might be feeling a rather large pinch from Wall Street soon enough. So whilst some might focus on “Canada’s 3% digital services tax has been a sticking point in its relationship with the US since the law was enacted last year. The first payments are due on Monday.” A setting I understand is badly received a year ago and that is fine, but they had a year and now as payment is due, those who are unwilling to pay will lose ‘advertisement population’ and that is the crux in a lot of digital settings. As I see it, they all want to make advertisement money and it is why I created an alternative two years ago. Not absent of advertising, but the cut of advertising on every page. That kind of advertising was done as I saw it. It is like a union of a crack whore with Direct Marketing, which much to vile to my taste and the people around me are starting to see this setting and that is the second phase of my ultimate win (I am still a little delusional on this). As I see it Amazon could gain a new niche income there, although I feel better about it if they had made the jump earlier. Now it becomes a race (of sorts) between Amazon and Tencent. The hungry one wins was my initial setting, but it also requires insight and that tends to be lacking in Americans (a personal view).

You might think that I am anti-American, but I am not. Merely a person grabbing for the supposed facts and I am pro-Canadian, I am a Commonwealthian after all. So feel free to disagree, but get the facts out. As far as I know, I have been doing that.

Have a great day and for the Americans here, lets be fair. A small sign to show you what I think of the American administration at present.

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June 10, 2025 · 12:43

Surprise, surprise

That is the setting I was confronted with last night. On Wednesday the 11th (that crazy day), Australia will face off against Saudi Arabia in the third qualifying match. For the most I don’t really care, but this time there is a difference. It is not Australia playing in football (it just ain’t hockey, the real one on ice, not that grassy setting). It is the fact that Arab News (at https://www.arabnews.com/node/2603859/sport) gives us ‘Free entry for fans as Saudi Arabia face crucial World Cup qualifier against Australia’ where we are given “Fans will be granted free entry to Al-Inma Stadium on Tuesday as Saudi Arabia take on Australia in a must-win World Cup qualifier, the Saudi Football Federation announced on Sunday.” And as I see it, Saudi Arabia can use all the moral support they can muster, and for the record, I have never ever seen this before. Free access to fans? 

Personally I think this is an amazing setting to give its players the moral support they need. The Australian get to play in what is regarded as one of the most beautiful stadiums in the world, which is based in the King Abdullah Sport City and they get to see a stadium that is filled to the brink with supporters (mostly Saudi’s) and as the ‘statistics’ give us, there is every chance that this stadium, holding around 62,345 visitors will have well over 75% Saudi’s cheering their team onwards towards the score they will have. As I see it, Saudi Arabia did whatever they could to give their team the edge they need to win this one. The only thing Australia could optionally do, is offer free tickets for the 37 Airbus A380’s needed to fill 49% of that stadium, something that is not likely to happen. In the end the Australians will hear on Wednesday evening/night how their team fared against Saudi Arabia, I wish them good luck (a sincere wish) 

But as I see it, the surprise of handing free tickets is perhaps a world’s first event. The world gets to see Saudi Arabia with a chockablock filled stadium with Saudi Fans, so there is that to look forward to and I reckon that every Saudi influencer will be filming their team and their fans brimming with enthusiasm for their team. We will see the result of that match in about 18 hours. So only 18400 seconds to wait. Have a great day today and tomorrow.

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May 31, 2025 · 12:46

All dressed up

Yup, that is an old expression, I heard it somewhere in the 80’s and if you know, you know. If not, you might figure it out during this article. The setting has been revised before, but now (at https://www.travelandtourworld.com/news/article/north-carolina-and-oregon-unite-with-florida-new-york-nevada-arizona-california-alaska-as-canadian-travel-to-the-us-plunges-this-april-amid-political-backlash-and-tourism-boycott/) we get a more direct setting. We are told ‘North Carolina and Oregon Unite with Florida, New York, Nevada, Arizona, California, Alaska as Canadian Travel to the US Plunges This April Amid Political Backlash and Tourism Boycott’ it seems trivial and that site is, but it is merely one side of this. We are given “Canadian travel to the United States has plunged this April as North Carolina and Oregon unite with Florida, New York, Nevada, Arizona, California, and Alaska in reporting steep declines in visitor numbers from their northern neighbor—an alarming shift fueled by mounting political backlash, a growing tourism boycott movement, and rising disillusionment among Canadian travelers over the current state of U.S. affairs”, as well as “Canadians are now increasingly choosing alternative destinations, citing concerns over the political climate, cultural discomfort, safety perceptions, and dissatisfaction with immigration experiences.” And this is merely the start. Travel Tour World gives assisting data. We are given “According to official data, land travel from Canada to the U.S. dropped by 35.2% in April 2025 compared to the same time last year, while air travel declined 19.9%, marking one of the most significant cross-border travel retreats in recent memory” And it gets to be worse, for that we look towards the story (at https://www.cubaenmiami.com/en/expertos-temen-por-las-perdidas-economicas-que-pueden-traer-la-reciente-disminucion-del-numero-de-turistas-internacionales-en-estados-unidos/) there we get “According to a report by Oxford Economics, unfavorable perceptions regarding trade and immigration policies are causing international tourists to choose other destinations, which could result in an $8.5 billion drop in foreign visitor spending in the United States this year. The decline in travel, which represents a roughly 5% drop compared to the previous year, is due to a decrease in foot traffic. According to Aran Ryan, head of industry research at Tourism Economics, an affiliate of Oxford Economics, international visits to the United States are expected to decline by nearly 9% this year, according to a report released last week.” This is not all, in addition we see “The United States could experience a loss of $21 billion in tourism-related revenue this year if current trends continue, according to estimates by the U.S. Travel Association. According to the trade group, every 1% reduction in international tourist spending represents an annual loss of $1.8 billion for the U.S. economy. Furthermore, experts indicated that a strong U.S. dollar could be driving away international visitors.” Even though only Canada is ‘sifted’ out, the European losses could be close to equally large. I saw this yesterday in a YouTube video on the Epic Universe. The literal quote was “There is no-one here” and this is in the opening month of one of the most desirable theme parks I have ever seen. The damage could be a little bigger than the news we are getting. I saw two restaurants where little to no people are seen and in one case they were the only customer. This is a sight I have never have seen before in any theme parks and this one looks a lot better then most I ever saw with my own eyes. I don’t wish this on anyone and where are the people going? Well, my bet is that Abu Dhabi in the UAE on Yas Island will be raking in the cash. The people decided on another place and as Canada, Europe, Australia and New Zealand decide to seek greener grounds the sands of the United Arab Emirates might be the greenest grass of all. Even as we get one source giving us that “Walt Disney secures future of Euro Disney with €1bn refinancing”, I am drawn to the setting that this is not the destination of many who abandoned the idea of getting theme park rushes in America. I guessed that these people might be going towards Tokyo and its Universal, but the drop of 4% gives me pause to dig deeper there and I am considering that most went to the UAE and the numbers from Gulf Business (kinda) prove me correctly with “International visits to the theme parks also saw significant growth, with a 40 per cent, rise, led by a substantial increase from key markets, including India, China, the UK and Russia” and there I wonder if they investigated the stream of Canadian and European visitors. Yet 40% increase is not nothing, it is huge, especially as America is looking to a drop of well over $21,000,000,000 in business and that is not including all the bed and breakfast and fast food locations that usually see a much larger interest during these days. The tariff and 51st state mentions will be taking its toll on America a lot sooner than they think. I reckon that European (Australians too) will decide that Canada is a much better place to be than America, as such this coming winter Aspen will dealing with a zero minutes queue time at the slopes. This means that America is looking towards a two dreadful seasons, summer and winter. We can speculate how large this becomes, but there is no real data on this and the bulk of the people will not see these results until springtime 2026. Anything earlier is loaded with inaccuracies as the data they have been training on was never captured to the degree it needed and some form of forecasting analysis (the process of using historical data, trends, and statistical methods to predict future outcomes) as it is based on achieved data and this has never happened before in America going back to the before the 80’s, as such there is no forecasting settings and it needs to be done on actual data captured now, and these results are not looking good. Even if it is a ‘mere’ 21 billion, over 8-9 states the impact is nothing short of disastrous and America was never in that great a shape anyway. This is propagated by the real time risk of two nations dumping their bonds before they have the value of toilet paper (yes, China and Japan) and even whilst Japan has the largest amount and they are hanging on, they do know that if China is pushed to dumping their bonds, Japan will be racing to get there as son as possible, merely to safe some of their value. Considering the escalations that the BBC reported on a mere 10 hours ago, there is a chance (a small one) that China will respond by dumping the US Treasury bonds they have and that is pretty much a sequential set in ending the American economy. This America Administration will not be able to recover from that and whilst the Chinese portfolio is set to US$765.4 billion, which is 20 billion than a month ago. They might be gambling that Japan tries to drop their $1.13 trillion ($1,300,000,000,000) bond, especially as their own debt is now a debt-to-GDP at 260% and the Bank of Japan already owning more than half of outstanding Japanese government bonds, as it seems (according to people with the economic knowledge and foresight) that Japan is boxed in. Should China dump their bonds they could gain America and Japan at the same time. A sight never seen before in our history. So what does this have to do with tourism? Everything. You see if America cannot pay its debts, America becomes the third world country no one wants to visit and that makes it a nasty place within months. America has around 22 million millionaires. I recon that at least 15 million will get out in time, the rest is not ‘rich’ enough and those with a jet (around 15,000 of them) will go to any country that will take them and they will move fast. The rest? That is anyones guess. It reminds me of that B-movie where the wealthy and refuge in a theme park as it is the only one with enough food and security to make it last. But that is an overly dark (and unrealistic) setting. What is a given that these people will seek a safer haven, because America won’t be one for decades to come. 

Still, the first setting is tourism and that setting is under increasing pressures. And as I personally see it, it wasn’t President Trump who set this of, it was the short sighted views (my personal take on this) of Governor Ronald Dion DeSantis who chased away $1,000,000,000 in investment settings in Florida, that was the start. We saw a whole lot of anti woke and anti LGTBQ settings making Europeans (and likely Canadians) weary of safety issues in Florida, which would have impacted both Disney, Universal and Warner Brothers. That was as I saw it the start and the tariffs merely escalated that setting. The damage would have been horrific if Warner Brothers Abu Dhabi had started their Harry Potter park expansion a year earlier, yet as it stands it is now kinda set for a late 2026 opening. And as Disney is coming there too the bad news for Florida keeps on adding to the larger picture. That and as the UAE is one of the safest places in the world, the appeal of the UAE is easily spotted. That is besides the fact that Abu Dhabi has 4 theme parts and one of the largest luxurious malls in the world (right behind the Dubai Mall). The additional setting that you can travel from Abu Dhabi to Dubai in a mere 30 minutes by train, the appeal is close to complete. The zero tax setting that the UAE offers is a mere cherry on their yummy pie.

That is what American tourism was facing all along and now with the tariff wars the escalations are debilitating whatever was left of American tourism future, because if you are willing to fly to Florida, the idea that flying to the UAE for close to the same amount would be a desiring call for any tourist that wants something new.  So if you want to dress up, you might as well try an Emirati Kandura, looking good and looking different, having that real vacation feeling that you might never have had before.

Have a great day and consider where you might want to go and where you could go, especially for those who are sick of Americans referring to Canada as the 51st state and the Europeans who are not too happy on America annexing 2.166 million km².

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May 30, 2025 · 15:34

The size of that

Something no woman has ever sad to me, but that is for another day. You see, the story (at https://www.datacenterdynamics.com/en/news/saudi-arabias-ai-co-humain-looking-for-us-data-center-equity-partner-targets-66gw-by-2034-with-subsidized-electricity/) In this DCD ( Data Center Dynamics) gives us ‘Saudi Arabia’s AI co. Humain looking for US data center equity partner, targets 6.6GW by 2034 with subsidized electricity’ and they throw numbers at us. First there is the money “Plans $10bn venture fund to invest in AI companies”, which seems fair enough. But after that we get “The company said that it would buy 18,000 Nvidia GB300 chips with “several hundred thousand” more on the way, that it was partnering with AWS for a $5bn ‘AI Zone,’ signed a deal with AMD for 500MW of compute, and deployed Groq chips for inference.” I reckon that will split and split again, the shares of Nvidia. Then we get the $5 billion AI zone and then the AMD deal for 500MW of compute and deployed Groq chips for a conclusion reached on the basis of evidence and reasoning. Yes, that is quite the mouthful. After that we get a pause for the “How much of Humain’s data center focus will be on Saudi-based facilities is unclear – its AMD deal mentions sites in the US.” As such, we need to see what this is all about and I am hesitant to mention conclusions for a field that I am not aware of. Yet, the nagging feeling is in the back of my mind and it is jostling in an annoying way. You see, lets employ somewhat incorrect math (I know it is not a correct way). Consider 18,000 computers draining the energy net of 500 watt per system per second. That amounts to 9,000 GW energy (speculatively), and that is just the starting 18,000. As such the setting will be several times the amount needed for fueling these AI centers. Now, I know my calculations are widely of and we are given “At first, it plans to build a 50MW data center with 18,000 Nvidia GPUs for next year, increasing to 500MW in phases. It also has 2.3 square miles of land in the Eastern Province, which could host ten 200MW data centers.” I am not attacking this, but when we take into consideration that amount of energy requirements for processors, storage, cooling and maintaining the workflow my head comes up short (it usually does) and the immediate thought is where is this power coming from? As I see it, you will need a decently build Nuclear reactor and that reactor needs to be started in about 8 hours for that timeline to be met. Feel free to doubt me, I already am. Yet the needed energy to fuel a 66GW Data centre of any kind needs massive power support. And the need for Huawei to spice up the data cables somewhat. As I roughly see it, a center like that needs to plough through all the spam internet it gets on a near 10 seconds setting. That is all the spam it can muster in a year per minute (totally inaccurate, but you get the point). The setting that the world isn’t ready for this and it is given to us all in a mere paragraph. 

Now, I do not doubt the intent of the setting and the Kingdom of Saudi Arabia is really sincere to get to the ‘AI field’ as it is set, but at present the western setting is like what builder thought it would be and overreached (as I see it) and fraudulently set the stations of what they believed AI was and blew away a billion dollars in no time at all (and dragged Microsoft along with it) as they backed this venture. This gives me donut (which I already had) on the AI field as the AI field is more robust as I saw it (leaning on the learnings of Alan Turing) and it is a lot more robust then DML (Deeper Machine Learning) and LLM (Large Language Models), it really is. And for that I fear for the salespeople who tried to sell this concept, because when they say “Alas, it didn’t work. We tried, but we aren’t ready yet”, will be met with some swift justice in the halls of Saudi Arabia. Heads will roll intuit instance and they had that coming as I foresaw this a while before 2034. (It is 2025 now, and I am already on that page). 

Merely two years ago MIT Management gave us ‘Why neural net pioneer Geoffrey Hinton is sounding the alarm on AI’ and there we get the thing I have warned about for years “In a widely discussed interview with The New York Times, Hinton said generative intelligence could spread misinformation and, eventually, threaten humanity.” I saw this coming a mile away (in 2020, I think) You see, these salespeople are so driven to their revenue slot that they forget about Data verification and data centers require and ACTUAL AI to drag trough the data verifying it all. This isn’t some ‘futuristic’ setting of what might be, it is a certainty that non-verified data breeds inaccuracies and we will get inaccuracy on inaccuracy making things go from bad to worse. So what does that look on a 66GW system? Well, for that we merely need to look back to the 80’s when the term GIGO was invented. It is a mere setting of ‘Garbage In, Garbage Out’ no hidden snags, no hidden loopholes. A simple setting that selling garbage as data leaves is with garbage, nothing more. As such as I saw it, I looked at the article and the throwing of large numbers and people thought “Oh yes, there is a job in there for me too” and I merely thought, what will fuel this? And band that, who can manage the see-through of the data and the verification process, because with those systems in place a simple act of sabotage by adding a random data set to the chain will have irreparable consequences in that data result. 

So, as the DCD set that, they pretty much end the setting with “By 2030, the company hopes to process seven percent of the globe’s training and inference workloads. For the facilities deployed in the kingdom, Riyadh will subsidize electricity prices.” And in this my thoughts are Where is that energy coming from?” A simple setting which comes with (a largely speculative setting) that such a reactor needs to be a Generation IV reactor, which doesn’t exist yet. And in this the World Nuclear Association in 2015 suggested that some might enter commercial operation before 2030 (exact date unknown), yet some years ago we were given that the active member era were “Australia, Canada, China, the European Atomic Energy Community (Euratom), France, Japan, Russia, South Africa, South Korea, Switzerland, the United Kingdom and the United States” there is no mention of the Kingdom of Saudi Arabia and I reckon they would be presenting all kinds of voices against the Kingdom of Saudi Arabia (as well as the UAE) being the first to have one of those. It is my merely speculative nature to voice this. I am not saying that the Economic Simplified Boiling Water Reactor (ESBWR) is a passively safe generation III+ reactor could not do this, but the largest one is being build by Hitachi (a mere 4500MW) and it is not build yet. The NRC granted design approval in September 2014, and it is currently not build yet. That path started in 2011. It is 2025 now, so how long until the KSA gets its reactor? And perhaps that is not needed for my thoughts, but we see a lot of throwing of numbers, yet the DCD kept us completely in the dark on the power requirements. And as I see it the line “Riyadh will subsidize electricity prices” does not hold water as the required energy settings are not given to us (perhaps not so sexy and it does make for a lousy telethon) 

So I am personally left with questions. How about you? Have a great day and drink some irradiated tea. Makes you glow in the dark, which is good for visibility on the road and sequential traffic safety.

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May 13, 2025 · 14:56

And then there were 8

It seems weird, but it makes sense. In 1939 Agatha Christie wrote ’10 little Indians’ where one by one people got erased from existence. This setting now applies to America and their health care as the world already went after the researchers and the academics in health care. Now CBC gives us that Canada is going after the nurses. The article (at https://www.cbc.ca/news/canada/british-columbia/bc-recruit-us-nurses-1.7533079) gives us ‘B.C. fast-tracks process for U.S. nurses to get registered in province’, this was always going to happen, but as it stands now a lot sooner then expected. As such America healthcare is hanging by as little as a small spider wire. Like the sword of Damocles. OK, granted that piece of elementary hardware was hanging by a horse hair, as such, it might be a little less secure. Bur that hair with sword is now hanging over the head of the king wannabe President Trump. So as CBC gives us “The province is making it easier and faster for nurses from the U.S. to get registered in B.C., in an effort to bring more health-care workers north. During a news conference on Monday, Premier David Eby said “uncertainty” related to U.S. President Donald Trump and his administration creates an “opportunity” for the province to recruit much-needed doctors and nurses.” And David Eby, who is never at a loss to represent all of his his 5,722,318 constituents saw a setting evolve and he took the BS by the horns and gave it direction. And there is a chance that BC will be the first state in over a decade to have a surplus of nurses. I reckon that there will be need to weed out the ski wannabe’s from the healthcare crazies, but that is a story for another day and as such to have a surplus in Whistler is never a bad thing, especially with the YouTube crazies thinking that they are Olympic material on snowboards. 

As such we are given “American nurses can apply to the B.C. College of Nurses and Midwives without first going through a third-party assessment organization. The province says collaboration with counterparts from the United States means the B.C. college can now access a database to review the education, exam results, employment and registration history of nurses who apply.” As such a setting without fleecers and fleecing. If you are a graduated qualified person, you stand a chance on a new life in a health driven state and with a natural environment. For those people I have one bit of advice, these singular colored panda’s (Brown, Black, White) are called bears and you need to keep your distance from them. These massive deers with massive antlers are called moose and they tend to be not the friendliest animals in the kingdom either. They are vegetarians, but they can run over you and you get to have more chances surviving that event with a tank than with a moose. Just so you know.

And as I see it (presented by CBC), the results are already there “Since launching its new process for U.S. nurses in early April, 177 people have applied to work in B.C. and 113 have received their registrations to practice, Eby added. The province said applications from U.S.-trained nurses are up 127 per cent.” And this is not the end. America will be short will over 250 nurses by next week and that implies that work will be harder for the remaining nurses and they will optionally also call in sick to post their graduate results before the first of June. I reckon that Doctors will be next and soon there after specialists (anesthesiologists, radiologists and theatre orderlies) which might be a separate step and as such then there will be 6. So how long does President Trump think he can piss of Canadians? I reckon that the UK, Australia and New Zealand are not far behind Canada.

Consider that only 5% will consider this move to any of the 4 nations. Now consider the quote we were given in February “It anticipates a 10% RN shortage in 2027, dropping to 8% by 2032 and 6% by 2037. While the shortage wanes over the projection decade, a shortage still remains. The 6% shortage equates to about 207,980 FTE RNs nationally.” This amounts to a near crises charter (the use of the word crises is overrated), but the fact is that the average hospital is dealing with more than 10% at present and until 2027. So what happens when the drain grows through other means? In Europe that shortage is also pressing and they are ready to vulture a cadaver named America. As such, healthcare is one, but this is not the only one and some are seeing the light in the distance, America is no longer the land of opportunity, that time has passed and now the ones that can get away, will likely get away. The setting of nurses is bringing that to the top, but it is not the only shortage that America faces. Do you think that pharmacies are getting rich over this? No, they merely are the from of the counter and the people are angry and they have dealt with that anger too much and I reckon that soon the need for registered people (likely now at Walmart Pharmacy) will be aimed for next. All sides of a coin that can no longer be afforded and they need a way out before the dreaded hour chimes.

As said, this was coming for a long time and now that the hurdles are here and the people are taking this steeple chase, it merely means that America is running out of options in several ways. As stated, all wars are set to deception. So lets take a fictive setting. A person is threatening Microsoft and its 280,000 people (that person thinks of the spouses and children as collateral damage). Now 1-3 places get hit, so how long until the bulk starts searching for another location? The threat was seemingly real. As such how long until Microsoft collapses as it can no longer function? Is it a mere 10%, or is more than 20% required? It is a serious question as these firms are partially running on skeleton crews. So how long until service level agreements can no longer be met? How long until its customers are running for Amazon or Google, with only a single copy of Excel (that product is the best by global recognition). You see, we see all these firms ‘running on empty’ with no fuel capacity. Now transfer that thought to healthcare and its staff already running. When is a critical point achieved? This is the larger picture that was never achievable. As I stated in the last week. America gets $4.92 trillion in tax revenue. From that, at least two parts are paid, interest from the US debt (which is $36.56 trillion, or $36,560,000,000,000) that interest is a speculated $1.828 trillion. And also defence spending which is $849.8 billion. This amount to $2.3T ($4.92T – $2.6T), that has to fuel retirements, healthcare, infrastructure and all kind of other expenses. I saw this go wrong in 2015, as such we are here and the nurses and others will be handed a golden chute, how many will leave it until it is too late? So how bad do things need to get before it all collapses and Microsoft is everywhere. So as they go the infrastructure of the American administrations go too. So good luck with that and as others have options, I reckon that we are seeing the latest in bungles that enough saw coming, but the media is keeping it under wraps as their ‘stake holders’ need the quiet time. Now that too much is coming out in the open the media has no excuses, merely the party lines like “It is a complex situation”, there are all kinds of excuses and redirections, but the fact that I saw this a decade ago is a larger issue. I am not the brightest light in economy, so others should have seen this a mile away. Where are those media articles?

If Canada can solve its shortage in this way, they are right to do so. As is any other country that needs their shortages filled. As such I reckon that these 113 nurses (at present) got out just in time. Especially when they revert their 401K or whatever retirement plan they have, because 113 times that amount might not seem much, but when they at least have their retirement safe, the ones that never make it might end up with zilch and as I see it, something will always seem more than zilch. 

But that might just be me. So have a great day and lets hope that these nurses enjoy the healthy atmosphere of British Columbia.

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May 9, 2025 · 11:54

The end of defense

That is the setting that SBS (at https://www.sbs.com.au/news/article/australias-big-question-in-donald-trumps-movie-tariff-threat/apjiwwsr0) invites us to consider. You see, in the eyes of the ‘true blue’ democrats, the message becomes You cannot set the stage to an orange overtly bully baboon and perhaps they actually had the right notion. At some point it is pointless to merely play the defensive stage. In Pencak Silat I learned decades ago that defense without offense if pointless and offense without defense is useless. So it is time to up the game. No matter how stupid the actions of President Trump are seen, the game needs a boost and he gave us the perfect reason. And as ‘their’ presentations give us, California is at present the richest area. As such the link gives us ‘Australia’s $767 million question in Donald Trump’s movie tariff threat’ there is an upside and a downside. You see, the Commonwealth might see this as an opportunity, consider the Australian acting community (Hugh Jackman, Chris Hemsworth, Cate Blanchett, Rose Byrne and many more), the Canadian (Ryan Reynolds, Nathan Fillion, Sandra Oh, Sarah Polley) and many more and last but not least the United Kingdom (Tom Hardy, Idris Elba, Tilda Swinton, Kate Winslet, Emma Thomson) and many many more, Agree that they will no longer work in American productions. They will seed the field for each others areas. So how long until the investors back away from America and Hollywood? How long until DC, Marvel and other franchises build their own studios (likely in Canada) outside of the US? 

It isn’t fair on these people, my view is that they made with one film more than most people will ever make in their life. (I should know as I hoped that Matt Damon would pay me $3,000,000 post taxation for one of my scripts and I have always prided myself of being a fair return on investment). Still it is not really fair on them, but it is an offensive move and it is one I just came up with. I reckon that Canada and Australia have the ability to mirror the English setting and create two distinct area of expertise. If America gets desperate they could always fund the Nigerian movie industry who is almost dying to expand. 

At this time (if enough people agree) America will get the White House under control with their desperate tariff settings. Consider that this President has shown to be a dictionary of two words (golf and tariff), as such I believe the time has come to start becoming proactive, this defensive actions to knee jerk reactions from Washington is upsetting the balance of established settings. The world is in too much trouble. At times this seems to be set to a old  premise that a comedian gave us (I forgot his name). “Lets put all the extremists in one room, the extreme right and the extreme left and let them expire each other”, it is slightly radical but in this day and age it might just work. 

So consider “This week, Trump announced he would be pursuing a 100 per cent tariff on all movies “produced in foreign lands”” next, consider that the bulk of the American movies get over 50%, sometimes as much as 70% from foreign lands. So should that be lessened by these tariffs? It is easy to think that it is all America, but that isn’t true. When all these non-American movie theaters pull their American settings, California becomes less in income than most other states and they still have the producing costs coming their way. In that time Canada and Australia grow their business and grow with aid from the UK. Then consider all the movies based on non-American scripts and novels. The setting enhances against America. A setting I saw within 600 seconds, so why aren’t the game play makers in politics? 

Is my plan flawless? Never a lessened truth was that obvious, there are flaws which starts with the national movie industry, but it might be a first step in getting President Trump of all our backs and that is never a bad thing.

So as we seemingly embrace ““The movie industry in America is dying a very fast death. Other countries are offering all sorts of incentives to draw our filmmakers and studios away from the United States,” he wrote on his Truth Social platform over the weekend.” Is that our fault, or is that the fault of free driven wannabe’s in Movieland? I seemingly might be one of them with my script (and 3 more on the road to completion, which is a story for another day). Consider that at present is set to “The number of movie scripts registered annually varies, but a rough estimate is around 50,000 screenplays registered with the Writer’s Guild of America each year.” All whilst a mere 350 make it to the screen. So is this a numbers game, or is it a quality game? 50,000 scripts implies 136 scripts a day are pushed to some producer pool and they are tired, going for amounts, not for quality. All hoping for a next dime, but there is always a snag hitting up and they wonder why America’s movie industry is dying? I reckon that Netflix, Disney plus, and others aided in that impeding death.

It is time to up the ante and nationalizing our acting guilds, movie producing guild and studio guild might be the way to go go about this (might is the operative word) but the tariff game is over, apart from the small fact that America might be already too broke to consider another matter. Oh, and I never took the Korean or Japanese market in consideration, so the problem is worse for America. As I see it, the offensive game might become the way to go, even if it is the only way to consider that whomever gets into the White House has a much larger vocabulary and ‘tariff’ is not one of them words. 

So feel free to disagree, but consider the setting the UK market has had for decades, Canada and Australia has shown to grow it in the last few decades and consider the stars you revere, are they all American? 

Have a nice day, a great one if possible and reconsider the setting you are confronted with, what is the actual solution? I am not sure what is.

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May 1, 2025 · 05:00

Marky Mark (PMMC for short)

Yup, the man, the plan and the action. I got to (kinda) know Mark Carny when I named him Marky Mark of the British Bank. The simplest reason is that England sees the need for certain people to be made into pop stars and Mark Carney fit that bill. When Brexit was going on, I was for a long time on the fence and what I read (hat he evidently said) put me square in the Brexit field. He did nothing wrong, he made no promises, but together with the actions of Mario Draghi I held in mind that Brexit was the only way for England to get things done. Let’s not forget that the desperate political moves of the other nations is why in part things went from bad to worse for England. It showed to me that the EU was petty and vindictive, but in all they never set a foot against Mario Draghi who became Prime Minister straight after that. Mark Carney did a good job (better then most I reckon) as such he has my respect. So now it should become Marky Mark of the Canadian side of the Commonwealth. Yet Canada is not so much on the pop star frame of mind, so Prime Minister Mark Carney it is. 

So, what is going on here?
Yesterday we saw the BBC give us two parts towards the setting that Canada is facing and after giving my issues with America these last few days, but is time to set the view to the Northern Border, the homestead of the Maple Leafs and the place where Ice Hockey largely shines. In the first article we see ‘Carney wants to lead a G7 fightback on Trump tariffs’ (at https://www.bbc.com/news/articles/cx27d89z0qdo) which is much better then Prime Minister Anthony Albanese giving us that he wants to ‘talk’ about exemptions on trade barriers (good luck getting reelected in two days). Here we see “The global significance of Mark Carney’s election as Canadian Prime Minister is he now sits at the centre of an alternative pole of global economic thinking. Everything but Trump. There was a half expectation here that Carney would immediately sue for peace with President Trump when the polls closed on the election. It has emphatically not happened.” That is the making of a real consigliere (in stead of a counselee) and he is the consigliere of Canada, the one nation who has been bringing the fight to America (being called the 51st state helped), the bulk of the people think that polite is a form of appeasing to bullies and perhaps it partially is, but America crossed the line and Canada had enough of that and the rest of the Commonwealth (mainly me here) agree. As we see a larger Commonwealth uniting we now see the larger impact (and my personal favorite thought is that FiveEyes, will soon be Commonwealth Eyes, the intelligence alliance consisting of Australia, Canada, New Zealand, and the United Kingdom, now without the United States). My second thought is that this will push the corrupt all over the world to the top as America will scramble to not be blind to the situation, which means they have to overspend a lot. Still, PMMC (Prime Minister Mark Carney is too long) gives us “PMMC is also very adept at understanding the nexus between markets and headlines. He made a number of announcements as PM about rethinking the purchase of US fighter jets, slightly changing the purchases of US government debt, all of which would have quickly focused some minds in the US” which might not be bad, but I reckon that the Commonwealth needs to come across uniting behind Canada, to offer whatever America did and take America out of the equation for the whole of the Commonwealth. We need to realise that India is a powerbroker of retail power and we aren’t using that enough. In addition Canada can fuel our oil needs replacing America even more. The plus for the others is that all the consumer needs for Alcohol will be fueled by its Commonwealth neighbors, I wonder it we have the automotive parts that Canada needs, so that they can continue work without skipping a beat. The UK has shipping (to a degree) and here the connection with Europe becomes important, which allows Canada to remove more of American influence. The simplest setting is that you cannot tariff what isn’t there and even as we get the quote “Underpinning this approach is absolute conviction that the US is making a mistake that will primarily and visibly backfire on itself, its companies, and its consumers. The fact the White House is attacking Amazon for “hostile acts” in publishing tariffs is a cast-iron example of this. President Trump’s gun is pointed primarily at his own feet, the thinking goes.” Whilst Canadians own PMMC gives us ““We’ll have a partnership on our terms. There’s a win-win possibility there, but on our terms, not on their terms,” he said. A key part of that is forging new strategic alliances elsewhere, with Europe, and the UK. “One would assume” that Canada and the UK could do a free trade agreement that has been stalled, he told me. Co-operation on defence and Canada’s abundant critical minerals is also on the table. He also dismissed President Trump’s territorial ambitions not just for his country, but Greenland and Panama too.” I would like to offer that a setting that a free trade agreement with Australia and New Zealand should be pursued (if it does’t exit) as these two brothers of Canada is only separated by the Pacific River. A nice thought is that this could fuel the passion of the Hawaiians to become truly independent and here Australia and Canada might be of assistance (for me the giggle point is that it allows America to become 49 states) and that is hilarious as it directly backfires on Trump, a new setting he never saw before (he has missed a lot in the last two weeks). But the BBC saved the best for last ““America’s leadership of the global economy is over” and that was a “tragedy”. Implicitly, he is saying, with the help of the rest of the G7, he will step up. And by an incredible quirk of fate, it is he who will host the G7 summit in Alberta in June, just days before the expiry of President Trump’s “reciprocal” tariffs pause. Will Trump attend on the land he both tariffs and covets?” As such it is nice that PMMC is on my page, I mentioned that America as a global economy leader was over close to two years ago when the debt crossed the point of no return and with revenues faltering the good ship lollipop (oops America) is drifting straight for the abyss, no anchor on the planet will stop that move. As I see it as we (Australia and New Zealand) increase options for Vancouver and its harbors will increase, which will fuel work and better options. So with the G7 and Canada, All roads lead to Kananaskis in the middle of June and as such it is time for the Hockey ignorant population to meet the Calgary Flames.

And this is merely the start, as such I present to you the second BBC article (at https://www.bbc.com/news/articles/c14xydjzn5eo) giving us ‘Canada will deal with Trump ‘on our terms’, Carney tells BBC’ (my mind still goes ‘yay Marky Mark’) and here we see “Canadian Prime Minister Mark Carney has said his country deserves respect from the US and will only enter trade and security talks with President Donald Trump “on our terms”. Speaking exclusively to the BBC as the polls were closing, Carney said he would only visit Washington when there was a “serious discussion to be had” that respected Canada’s sovereignty.” Which is probably better then my thought to take Hawaii away from America, but I am willing to kill the bear to save the salmon and I never had any use or respect for bullies. And with ““The leaders agreed on the importance of Canada and the US working together – as independent, sovereign nations – for their mutual betterment,” the statement reads.” Which is why he is PM of Canada and not me (I am also not Canadian, so that helps) as I was willing to throw America out of Five Eyes to make his reconsider the huge mistake he was making and as the bulk of the Commonwealth is furious about the tariffs I thought I could get this stage ‘my’ way. So as the one we love to [censored text] gives us ““The election does not affect President Trump’s plan to make Canada America’s cherished 51st state,” White House deputy spokesperson Anna Kelly said.” A setting that was dung, stupid and shortsighted all at once. And now with Mark Carney, this might go pear shaped in a short time. You see, it is true that “Canada accounts for a much smaller 17% of US exports.” But what are the numbers with the United Commonwealth nations of the world? Add the UK, Australia and New Zealand to that, how large is that number becoming? Logistical retrenching tends to be expensive and the Commonwealth is willing to go there as we are fed up with the bully (optionally bullies) on Pennsylvania Avenue and in our case, the business case needs to be done. The UK has a massive debt and when America falls the EU, UK and Japan are next, fortunately Japan is on that very same pacific river, so we have options that work for use come to think of it, so is Hawaii and wouldn’t it be nice to have them unite in this partnership? (My giggling way to loud).

So as we read the end of the article with “Canada is also America’s largest foreign supplier of crude oil. America’s trade deficit with Canada – expected to be $45bn in 2024 – was mostly driven by US energy demands.” Wouldn’t it be great if its brethren get to work on that deficit with local products in exchange for Canadian oil? It’s up to the PMMC to see if that fits the bill (I lack accountancy skills), but the idea has merit (a quote from an iconic Arabian person). 

Have a great day. Today I am treating myself to a slice of Tiramisu.

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April 20, 2025 · 23:27

Rollback

That is the word of the day, I have always had that word in my vocabulary. The setting that any solution o programmed in Clipper had the setting for a rollback. This is how I grew up (growing up in the Clipper age was a little weird). You see, I had two settings. The first was the data didn’t change and as I was a ‘little’ verbose with my data creation there was the option of registering a data version, so that was the setting. We needed a rollback in several situations and that is where the setting ends. You see, today I got to see a few news lines. 

First there was Reuters (at https://www.reuters.com/business/aerospace-defense/boeing-jet-returns-us-china-victim-trumps-tariff-war-2025-04-20/) giving us ‘Boeing jet returns to US from China, a victim of Trump’s tariff war’, now that is a scrumptious hotdog to say the least. At almost $100 million, according to one source, that is a delicious snack to say the least and as we are told. China send it back. The tariff could cripple Xiamen Airlines as the tariff is 125%, and even as Reuters give us that the plane is a mere $55 million, we can say that the price difference is a little too much to be acceptable, the larger setting is that several players are trying to dam in the losses that are projected to become American losses. 

Most of us will have seen the trade agreements that China made with Mexico, so there is that. Then there is the setting we see at where Business Insider gives us the setting that ‘Some Canadian Stores Are Labeling US Imports With a T for ‘Tariffs’’ (business insider put it behind a paywall, so that’s all you get. And only three days ago I saw the headline ‘China’s Strategic Pivot from US to Canadian Oil Imports’ (at https://discoveryalert.com.au/news/chinas-pivot-canadian-oil-imports-2025/) I cannot vouch for this source, yet in that setting we are given “Data reveals Chinese refiners have slashed US crude purchases by approximately 90% between 2023 and 2025, redirecting roughly 1.2 million barrels per day (bpd) toward alternative suppliers, with Canada capturing a substantial portion of this market share.” So the first step to a change has been given and I foresaw these changes even as I never knew about the oil. So as I see it, these changes show billions upon billions in losses for America whilst we see damage to their export, their revenue making defense industry, their tourism and we can go on a little longer. Wouldn’t it have been great if America had a rollback setting for their elections? 

So as Goldman Sachs gives us “The decline in the world’s reserve asset during an episode of elevated volatility comes as investors are increasingly focused on the US’s growing debt burden and other countries are also increasing their borrowing. “Markets are dealing with a lot of competing factors right now — fairly significant drivers where it’s hard to trade all of them at once,” says William Marshall, head of US rates strategy in Goldman Sachs Research.” Really? Only now do we see “investors are increasingly focused on the US’s growing debt burden”, that’s about 4 years too late, but whatever. I saw (and reported on this danger for a few years at least). If the EU, Japan and China dump their bonds (that will be an expensive exercise) the value of the Dollar doesn’t just drop, it ends up having getting a CCC− grade (to give a mere view on the matter). At that point the imminent suicide risk will spike all over Wall Street (a clear but reliable speculation).

I reckon that the one dropping them first gets the best value for it, but after that it will be a quick fall to the luxury value of zero. But it is not just America, the bonds of the EU and Japan will face a similar risk, America is merely the highest as someone thought it was a great idea to introduce the tariff game to their economy. Global News told their Canadians ‘Avoid U.S. travel if possible, Canadian academics are being urged’ with others following in similar settings. The Detroit News gives us ‘Avoid U.S. or take burner phones, Canada executives tell staff’ and there are more sources that give us that, with the added “Arrivals of noncitizens to the United States by plane declined by nearly 900,000 people, almost 10%, in March from a year earlier, according to data from the U.S. International Trade Administration. Travelers are reacting to President Donald Trump’s trade war and to stories of harsh detentions at U.S. airports. Border figures show 4,970,360 came to the U.S. from Canada in March 2024. That number dropped to 4,105,516 travelers a year later. More visitors reportedly traveled from Canada to the U.S. in March 2022 under pandemic-related travel restrictions than they did last month.” I think that Canada is the most likely of number drops, but I reckon that it is not the only one. So as I see it, the danger is not only to Tourism, but business travel too and in that case, hotels in all the major cities in the United States will report on losses of 10% or more, so what does that mean for the value of Marriott International, who operates 9,361 hotels worldwide as of 2024. In addition there is Hilton who operates over 8,400 hotels worldwide. I have no idea how many they operate in the USA, but these are merely the two larger players, especially in the business travel setting. So how many businesses are under the hammer because of this situation? And now as Canada is growing closer to the Commonwealth and they will protect their bigger brother (Canada is 9.985 million km² and the UK a mere 243,610 km²) OK, Australia is 7.688 million km², away highly smaller brother than the United Kingdom. But that setting now gives us that these business meetings are likely to be held in the United Kingdom or Australia. Hilton and the Marriott will still get their coins, but the underlying issues will hurt America to a much larger degree. And as this escalates over the next month or so, the damage to America will increase. Additional damage as China and India rolls in as expecting ‘saviors’ to Saudi Arabia and the UAE will change global politics and global economics to a much larger degree. India will get new options to get additional Pharmaceutical products sold to Saudi Arabia and that is another slice of a billion dollars. Then we get the UK, Australia and Japan hammering on improving their slice of Optical, photo, technical, medical apparatus, as such the American slice of $1.39B will decrees a lot more. All this started with tariffs and basically this setting was staged by President Trump. I merely wonder what got into him to drive America to the edge of insanity (and bankruptcy). What a miss that politics don’t have rollbacks and I reckon that the lawmakers in America will push for a larger change of settings, because I am certain that the Republicans are desperate to see this damage undone and it is me personal believe that they will accept any other politician, even a democrat to undo the damage they are seeing right now.

A mere 21 hours ago we got (at https://jakartaglobe.id/business/indonesia-seeks-stronger-trade-ties-with-eu-australia-to-offset-potential-us-export-losses) that Indonesia Globe gives us ‘Indonesia Seeks Stronger Trade Ties with EU, Australia to Offset Potential US Export Losses’, which is fine by me as I love the Indonesian version of Bami Goreng with Saté Ajam with peanut sauce. The best dish I ever had, even now after a decade, the scent penetrates my nose, even as I haven’t had it in over a decade. So I am looking forward to stronger ties with Indonesia and I kinda miss the spices we had in Batavia (my weird sense of humor). But the stage is drawn as more countries seek replacement for America, their tariff becomes their setting for isolation and Australia will be happy to have ties with a country that has 281.2 million potential consumers. I already gave the premise to Saudi Arabia as they have access to something Indonesia desires. As such there are more players to take over the places that America is about to lose and lose more of them. Next in line are the international students who will seek safer places to be. In this Canada, the United Kingdom and Australia have good chances as they all have great places Oxford, and Cambridge might be the first you think of, but not everyone can afford these places. There is till the University College London, University of Melbourne, University of Sydney, University of New South Wales, University of Toronto, University of Manchester, University of Technology Sydney, University of Southampton. These are merely a Commonwealth grasp of those who are in the top 100 and I reckon that the losses for America start to add up now. And that was merely the Ivy League, America has more good universities and now that the international students will seek education elsewhere, the economic picture of America will deteriorate more and more. 

Wouldn’t it have been great to have some kind of political rollback in place? 
Have a great day and consider where you need to set your focus to next. 

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