Tag Archives: Australian

The assumption of right

This happens, it happens almost every day and we all (including me) see that happen. My view was that oil prices would go up. It is a logic set to demand and supply, a basic principle. As OPEC cut production by 1.2 million barrels a day, we would have expected a rise, maybe not directly, but overall when you get less of a product, the prices rise. It is the basic foundation of commerce; shortage tends to drive prices up. Yet a Forbes article proves me wrong (at https://www.forbes.com/sites/gauravsharma/2018/12/10/opecs-output-cut-not-enough-to-provide-short-term-70-oil-price-floor/#668312a8d58d).

This is fine, I never proclaimed to have all the answers, yet it does seem odd that less oil still drops the price from $80 to $51 in one month, and the logic is gone at my end of the table, yet I also know that oil prices are a little more complex, so I took this moment to learn a little. Gaurav Sharma gives us: “oil price is not just a story of supply; it is also a story of demand“. That part makes sense, yet this part only gives rise to changes if demand dampens and dampens by a whole lot. We see that with: “It cannot be ignored that Eurozone growth continues to disappoint, global trade is decelerating and China’s slowdown is a visible fact, and not just a forecast. We haven’t even mentioned the words “trade wars” and a prospect of further U.S. interest rate hikes“. Yes, so far I am on board, yet does that dampen the need for oil to THAT degree? This is precisely the setting when we consider: “If anything OPEC’s move provides U.S. drillers with a further incentive to pump more, and they already are, having made America the world’s largest producer of crude oil.” This implies that the need is changing; America needs less as they become self-reliant more. This explains the setting in the short term, yet it also gives rise to other dilemmas. As the US is using its own stock to keep cheap oil, we also see the change in the dynamics. Less money in the treasury through cheap oil, more costs (and optionally more jobs mind you), yet the budget and shortages of America (like $21 trillion debt) now has another not so nice tail. The interest on 21 trillion can no longer be fuelled with fuel. With a downwards economy, the debt will rise a little faster and there will not be anything left for infrastructure. Now, in this case none of this is the fault of the US Administration, or the current administration to be a little more precise. There is a lot wrong as the Clinton administration left the nation with surplus. I am not ignoring that 9/11 changed the game, yet the Obama administration had a clear directive to do something and that was not done. We can argue whether they had the options or not, we know that the war on terror has had a long-lasting impact. And the downward fuel price does not help. Yet cheap fuel is good for all the non-petrochemical industries and the people requiring cheap oil for heating.

The writer also gives us: “As things stand, a sustainable $70 oil price doesn’t look certain at all for 2019“. OK, I can only support that for as long as the US can keep up with the reductions that OPEC and Russia implement, when that stops working prices will go up, just how fast is unknown. It depends on the current storage and demand and I am not certain that this will not bite in 2019. I cannot academically argue with Gaurav Sharma and his 20 years of experience. His point might be valid, yet the Economic Times gives us: “WTI is forming Doji candlestick pattern and also near its long term Fibonacci retracement. Both are positive signs for crude oil prices“, If this happens within the next two weeks, my predicted increase of 15% comes true. Yet how is that chance? Focussing on merely my point of view tends to be delusional, which is why I liked the view by Gaurav Sharma. He gave me something to think about. It is Mike Terwilliger, portfolio manager, at Resource Liquid Alternatives, in New York who gave us (last week): “It’s a stunning market backdrop where everything from the adjectives used by the Fed chairman to whom is appointed head of trade negotiations can roil the markets. While the macro backdrop remains firm, with strong earnings and historically low unemployment, sentiment is unquestionably vulnerable. That would, in my view, fit the definition of an opportunity – a disconnect between the underlying and perception.” (at https://economictimes.indiatimes.com/markets/stocks/news/us-wall-st-tumbles-growth-trade-unnerve-investors/articleshow/66946928.cms)

I have always considered and known about ‘the underlying‘ and or versus ‘perception‘, no mystery there, yet are there factors we see to forget about? Part we get from the Guardian (May 2018) when we were given: “Demand is expected to average 99.2mb/d this year.” I am adding the part where that demand is not going to diminish over at least part of 2019. Even as we see more and more drive towards sustainable energy, most players are still all about presenting and not completely in the realm of achieving, hence oil demand remains stable (as far as stable tends to be), in addition we need to look at the oil futures. S&P global (at https://www.spglobal.com/platts/en/market-insights/latest-news/oil/121018-crude-oil-futures-stable-to-higher-on-opec-production-cuts) gives us: “risk sentiment remained heightened after US Trade Representative Robert Lighthize Sunday said that he considers March 1 to be a hard deadline for a trade deal to be reached with China and that tariffs will be imposed otherwise“. So basically the futures are rolling towards the up side making me correct, yet as long as the US can keep up with demand and as long as we see this continue, oil will remain stable and not push beyond $60 per barrel in the short term. MatketWatch is actually more optimistic towards the consumers of fuel. With: “Oil futures fell Monday to settle at their lowest in about a week on growing concerns surrounding a slowdown in energy demand“.

Why do we care?

We care because the drop in demand as projected and given by several sources is also the economic indicator that not all is well. This is seen in several sources. Goldman Sachs, via CNBC gives us: “We expect the U.S. to slow down to less than 2 percent by the end of next year and as a result of that you could see the market getting quite scared“, yet would be an overly optimistic view. We saw last week that the US Economy gained 43,000 jobs less than last year giving us a much less optimistic view on that part of the equation. Apple is falling down, tension on the Economy (specifically the US economy) is on the rise, some might say sharply on the rise. In addition, the Financial Post gives us: “Wall Street ignored trouble signs for months. Now it sees risks everywhere Markets face stomach-churning swings as economic uncertainty grows“. Even when we stick to the headlines, it was nothing really breathtaking. The US trade deal with China, the growth fears in the EU, they all link into a negative setting of the economy. Not recession, yet a negative impact due to no growth (too little growth is more accurate) and the events in France do not help either. In addition, there is now a realistic chance that Italy is entering recession territory. Even as it is possible to avert it, it will means that the Italian economy will end at a standstill (which is not a recession), yet in all this, with the Two large EU economies at 0 (France and Italy), it falls to Germany to bring home the bacon and sausages, implying that they are all eager and desperate to sink any notion of Brexit as soon as possible. As we see the jesters giving us that the UK can exit Brexit, that whilst they are seemingly unable to get a handle on the ECB and their everlasting lack of transparency, so whilst we see (at https://www.euractiv.com/section/politics/news/ecb-chief-rejects-chance-to-adopt-eus-transparency-register/) the unsettling part “The European Central Bank’s President Mario Draghi has rejected calls from European lawmakers to have financiers who give advice and feedback to the ECB register as lobbyists, saying they merely provide “information”.” I merely see an extended reason to pursue Brexit stronger. I actually am in a state of mind to demand the right for targeted killing these so called ‘informers’, which is a massive overreaction, yet the need to get these information givers listed next to the lobbyists is becoming more and more essential. If any nepotism, or if any under the table deal is found within the EU, their exposure is essential. I believe that this will flush greed out into the open rather fast, but then I am merely one voice in all this.

It connects

You see, the QE is supposed to come to an end this Thursday, or at least the formal announcement to end it at the end of this month. However, when we consider Reuters: “the economy weakening, trade tensions darkening the outlook and headwinds still on the horizon in the shape of Italy and Brexit, financial markets are looking ahead to next year and just how the ECB will protect the bloc from a severe downturn“, not only does the rejection to officially end QE have an impact, it also means that suddenly demand for things like oil will suddenly spike, that means that reserves go down, oil prices go up and there the cost of living will impact harshly on Europe in winter and as such on American soil the need for a price hike will not really be one that people will cherish, and when we add to that the part that Germany also has a depressed economy to look forward to, we see the three great economic players all in a diminished form, implying that the economy will tank on the low side not merely in this year, it will have a depressed form of growth in 2019 as well. There will be all kinds of lessened good news, whilst the good news is not that great to begin with. It gives rise to the point that I might be wrong on the oil price as I expected it to grow by 15%, it might still go up yet not that much and it will come at a really high cost this time around.

Right or Wrong?

It does not matter in this case; the issues seen are openly visible and heralded throughout the net, magazines and newspapers. The issue of ‘the underlying‘ and or versus ‘perception‘ is at the heart of the matter. Even as energy and oil prices show certain paths in all of this, it does not make it a correct view (which is neither right not wrong), what we perceive in opposition to the underlying elements connected, that is the bigger picture of impact. It is also a new stage. As the politicians are fighting over the carcasses of opportunity and bonus structures, we see that Germany has a few other elements in play. It is not merely the manufacturing part of it all, it is infrastructure as well and that is where we get my earlier statement, a statement I gave 3 days ago in ‘Behind the facade‘ (at https://lawlordtobe.com/2018/12/08/behind-the-facade/), if Huawei (minus one arrested exec) shows their value in Germany with the given quote, which came well over a day after my article (at https://foreignpolicy.com/2018/12/09/germany-is-soft-on-chinese-spying/), where we see: “In the terms of reference published last week by the German Federal Network Agency for its 5G auction, security was not even included in the conditions for awarding the contract. In October, the government announced: “A concrete legal basis for the complete or partial exclusion of particular suppliers of 5G infrastructure in Germany does not exist and is not planned.”“, as well as “For Deutsche Telekom and other network operators, the situation is clear: Huawei offers innovative and reliable products at highly competitive prices. Legally, Deutsche Telekom does not bear any liability for the security risks associated with Huawei technology. And the company does not care about the fact that Huawei’s price advantage is the result of a highly skewed playing field in China. In the world’s largest market, domestic providers control 75 percent of the market, giving them unbeatable economies of scale“, we see the hidden trap that some people related to Mr S. Tupid are now in hot waters (optionally with the exception of Alex Younger). Not only have they not given any evidence regarding the security risk that Huawei is supposed to be. Foreign Policy also gives us: “Given the massive cybersecurity and national security risks, the only responsible decision is for Berlin to follow the Australian, New Zealand, and U.S. lead and ban Chinese providers from the German 5G network“, yet there is no evidence, that was always the problem and so far there is more and more indicators (especially in Australia) that the claim “In none of these three countries will domestic suppliers be the primary beneficiaries“, which I regard to be false, on paper it does not impact ‘primary beneficiaries’, but it does harshly (in Australia at least) negatively impacts the competitors of Telstra, which amounts to the same thing (TPG, Vodafone, Vodafail et al). And when we go back to my writing in ‘Behind the facade‘, where I give the reader: “You see, Huawei can afford to wait to some degree, as we see the perpetuated non truths of devices being pushed forward, the replacements better do a whole lot better and they are unlikely to do so. When we see another failure in 5G start and we see transgressions and those screaming that ‘Huawei’ was a danger, the moment they cannot prove it and their ‘friends’ give us a device that is malicious, the blowback will be enormous. There is already cause for concern if we go by CNBC. They give us a few points that show the additional fear that America has on Huawei“, when the intrusions are not proven and Huawei shows to be a strength for consumers and businesses, heads will roll, there will be a demand for blood by the people, which means that politicians will suddenly hide and become ‘on the principle of the matter‘ and transform their perspectives into in all kinds of lethargic versions of denial.

That too is impacting the economy, because those on track to start pushing out new innovations on 5G will have a clear advantage over the other players and that pushes for success even more, will it come to pass? I cannot tell as there are too many elements in motion and the policies now in place are off course under optional revised in the future as Annegret Kramp-Karrenbauer will replace Angela Merkel if her party is re-elected as the biggest one.

We are seeing a few versions in the assumption of right, and we need to realise that the assumption of right and speculative version of what will happen overlaps one another, but they are not the same thing. States of delusion tends to be an impacting factor. Am I delusional to think that big business gives away greed? Am I delusional to consider that Huawei is not a danger? If we go by ‘the underlying‘ and or versus ‘perception‘ I am correct. You see, would China endanger the true power of economy where Huawei would become the biggest brand on internet and 5G requirement, using it for espionage when there are dozens of other methods to get that data (including Facebook policies implemented by Mr S. Tupid and Mrs M. Oronic). As this sifting of data exists on many levels in several ways, not in the least that the overly abundance of TCP/IP layer 8 transgressions happening on a daily basis and at least twice on Sunday), when we realise that, why would any Chinese governmental (namely Chen Wenqing) endanger a Chinese technological powerhouse? The logic is absent in all this. This gives us the light of Alex Younger opposing the others. He gave a policy setting of national need, whilst the others merely voiced all this ‘national security‘ banter on risks that do not even exist yet. Especially when we saw the Australian version of: ”5G will carry communications we “rely on every day, from our health systems … to self-driving cars and through to the operation of our power and water supply.”” Perhaps anyone can tell me how many self-driving cars there are at present or within the next 10 years?

And none of these клоуны (or is that Sarmenti scurrae) considered the step to start with Huawei 5G and replace them at the earliest convenience whilst you work out the bugs of your currently incomplete 5G solutions, the few that are out there for now, a simple business decision that is at the heart of any daily event, including military ones. A nice example there is the ugliest dinghy in US history (aka the Zumwalt class) where we see: “Zumwalt-class destroyers are armed with 80 missiles in vertical-launch tubes and two 155-caliber long-range guns“, which is an awesome replacement from the previous version that was regarded as a Ammo less Gun edition, in the face of continuing budget shortfalls, personnel problems and of course the fact that the previous edition was $1 million per shell, for its smart (GPS) capability. The mere elements that some sources gave out that shooting straight was an ability it naturally acquired as well as the fact that a $440 million ship was not given the budget to get its unique, 155-millimeter-diameter cannon that can shoot GPS-guided shells as far as 60 miles the 600 rounds of ammo at a total cost of $600,000,000. And that is apart from the $10 billion the Navy spent on research and development for the class. So perhaps people still have questions why I considered this monstrosity to be regarded as a ‘sink on the spot‘ project. The fact that The Drive gave us a year ago: “the Navy has steadily hacked away at various requirements, stripping planned systems from the design, in no small part to try and control any further cost overruns and delays. Close-in protection, ballistic and air defense capabilities, and various other associated systems are no longer part of the base design, something The War Zone’s own Tyler Rogoway explained in detail in a past feature, leaving it with limited utility despite its size and cost” (and apart from some minor issue regarding stability and stealthablity which we shall ignore for now) in that light the entire 5G redeployment after the fact and the ability are acquired, tested and evaluated, at that point re-engineering away the advantage that Huawei had built, did that not make sense within 10 seconds?

It is common business practice in IT, and has been for over 2 decades, that is why ASUS and not IBM rules the lay of the desktop land nowadays. so getting even would not have been the dumbest idea either, but no, we see all kinds of unfounded accusations and that is where those people are most likely to lose and out in the sunlight, when they cannot prove that claim, that is when we see on how some elements will soon be disregarded. In this Huawei has a nice advantage in Germany and Saudi Arabia. When they prove the elements there, we will see a large driven technology shift and those making the claims at recent days better have their stories straight.

Yet again, I might be wrong, my assumption of right might get sunk on false premise and nepotism, I do recognise that this has happened before and will happen again.

The assumption of right is at times hindered on delusional thoughts, as well as the need that the other players are straight shooter, and that definitely applies to all politicians, does it not?

 

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Seeking security whilst growing anarchy

We all want national security; it does not matter whether you are American, Australian, British, Dutch, French, German or Swedish. National security is a matter that is not just set in laws; it is set in morality, in justice and in perception. Most of us are set in a stage where we are willing to give out many perks so that national security can be maintained. Many liberals grasp back at Benjamin Franklin who once said: “Those who would give up essential Liberty, to purchase a little temporary Safety, deserve neither Liberty nor Safety“, I would have agreed when he allegedly wrote it in 1755. In those days the biggest fear they had was England, the Dutch trade wars (the VOC) and apparently the French to the north. It was a very different age, in a setting where a naval was not done in minutes, but hours, battle settings took a while and there was clarity on who the enemy actually was (usually the one speaking your language and not firing on you, wearing the same uniform was also a nice indicator).

In this day and age it is not given, nowadays all the wolves have onesies looking like Shaun the sheep and often we cannot tell them apart. This is the setting where oversight, surveillance, data gathering and analyses can help, in equal setting there are a few players that still cannot get their algorithms correct and they are making the same mistake that I caught a few players on in the late 80’s.

There is however a new setting, a line that has been crossed and the Washington Post gives us that setting (at https://www.washingtonpost.com/world/national-security/there-have-to-be-limits-lawyers-for-guantanamo-inmates-challenge-lifetime-imprisonment-without-charge/2018/07/11/f3933faa-8533-11e8-9e80-403a221946a7_story.html). the title ‘‘There have to be limits’: Lawyers for Guantanamo inmates challenge lifetime imprisonment without charge‘ gives us that part and it is one that cannot be ignored, with ‘lifetime imprisonment without charge‘, we see not the first step, but an early setting that the law is changing into ‘Guilty until proven innocent‘ and I am not sure if that is merely a wrongful step, or a desire step for large corporations to give the setting a new life in other directions as well. There can be a setting where it is easier for the courts to work on that level. You see, when a corporation has failed their SLA’s, there will not be the documentation where they can prove it, yet when we see the application to ‘lifetime imprisonment without charge‘ the setting is very much inverted from what we find acceptable. We see the Post giving us “A handful of commission cases have inched along in pre-trial proceedings for years, many of them plagued by irregularities” and it is the ‘irregularities’ where we need to seek first, you see an abused system will rely on irregularities to remain in the shadows and active, whilst it almost never has bearing on National security and it will have even less a bearing on justice or lawful settings. The question becomes where it failed. There is a second side to the Post when we realise that the quote “Justice Department lawyer Ronald Wiltsie said authorities had a responsibility to detain suspects who could pose a future threat, even if it wasn’t clear they would actually take any action against the United States” is incomplete. The fact that we are faced with ‘it wasn’t clear they would actually take any intentional action against the United States‘. You see it comes with the setting that there is no proof that they had actually taken any action against the US, if so there would be a charge and that failure falls not merely on the FBI, it falls on the CIA, the NSA (data gathering agency) and most of all the investigator looking into the matter. We can illustrate this with the weirdest of examples.

In a spreadsheet we can use a random number, so we create 5 groups, each in one column, and each having 100 random observations. Now we will test for them stating that “IF(A2<0.2,1,0)“, I am setting the stage where 80% was guilty (so basically 20% was innocent). If the number is smaller then 0.2, they are presumed innocent. We do this for the 5 groups. Then we count the groups, in the initial test no one was innocent overall, but 3 were innocent on 3 counts and 20 were innocent on two counts. Now remember, this is merely 100 ‘persons’ tested on 5 elements. When we change the setting to “IF(A2<0.25,1,0)” (a joke on the premise that 3 out of 4 all people are guilty of something) we get a different setting. Now we see that two were innocent on 4 counts, yet 10 are innocent on 3 counts and 23 are innocent on 2 counts. Intelligence software works on facts not on random numbers, but the principle is partially the same, how many flags were raised by that one person, yet now not on 5 tests, but on dozens of tests, against people, places, actions and locations at specific times and as we consider that thousands are tested, in the random setting when the number of people are large enough we will get respectfully get a group that was innocent (less than 0.2 or 0.25) on all counts, that is the impact of random.

Yet on the flags raised in real live, we either have them guilty of something, which means that there can be a trial and a charge can be made, when you see the examples next to one another and we realise that the group of all people where no flags is raised did not occur (it will with a larger test group), we need to consider the flaws we are faced with and more importantly, the setting that we open ourselves to in legislation and in law when we allow for ‘lifetime imprisonment without charge‘. So in this setting, no matter how much we want actual national security Missy Ryan makes an interesting case. We get to see the larger issue when we look at Baher Azmy, legal director for the Center for Constitutional Rights, a group representing some of the detainees. With “Baher said the government had distorted a 2001 law authorizing U.S. military operations against al-Qaeda and affiliated forces by using it as a basis for indefinite imprisonment. He said insurgent wars, waged against small, clandestine and evolving bands of militants, could go on forever. But laws governing wars were devised with conflicts between states in mind, he said“, we are treated to the setting that we face in the upcoming decades. We are not waging was on nations, we are waging war on groups and tools. As Hezbollah is still the tool of Iran, the setting of a larger problem becomes apparent. In the first source (at https://www.terrorism-info.org.il/en/hezbollah-iran-handled-shiite-militias-integrated-syrian-army-campaign-take-control-south-syria/) we see “Shi’ite forces, handled by Iran, are being integrated into the campaign currently waged by the Syrian army in south Syria. There are at least two Iraqi-Shi’ite forces (the Dhu al-Fiqar Brigade and the Abu F–al-Abbas Brigade). There are also Afghan Shi’ite fighters in the Fatemiyoun Brigade. In addition, it was reported that Hezbollah operatives also participate in the fighting, including operatives from its elite al-Radwan unit, who were sent from Lebanon“, yet when we see “According to ITIC information, Hezbollah and the Shi’ite militias (some or all) have been integrated into the various Syrian army units and do not operate as independent forces. Pictures show Shi’ite militiamen wearing Syrian army uniforms, and it is difficult to distinguish them from Syrian soldiers“, we get the danger with ‘Pictures show Shi’ite militiamen wearing Syrian army uniforms‘. So now we get the setting of ‘who is exactly waging war on who’, or is that whom?

Not being able to identify the setting gives rise that Baher Azmy has a larger issue to deal with, because any denial from the Syrian army that these people were army units, and they get identified as militia who dressed ‘wrongly’, sets the stage that the defence ‘laws governing wars were devised with conflicts between states in mind‘ can no longer be upheld and that escalates the need for a much larger Guantanamo and indeed it continues and even fortifies the setting of ‘guilty until proven innocent‘.

the second source is a week old and gives us ““Hezbollah is a fundamental participant in planning and directing this battle,” a commander in the regional alliance that backs Damascus told Reuters. “Everyone knows this – the Israeli enemy, friends, and even the Russians.”“, it is given to us by Reuters (at https://www.reuters.com/article/us-mideast-crisis-syria-iran/hezbollah-role-in-syrian-south-exposes-limits-of-us-policy-idUSKBN1JV19U), so as the enemy changes its onesie (yup that was funny) we see a whole league of Shaun the sheep and we have no idea how to deal with them in life (the other alternative is solved through hiring people with the actual ability to aim).

Now change that setting away from the current ‘debacles’ in Yemen and Syria and consider the impact when we look at the Indian view of Pakistan (at http://www.dnaindia.com/analysis/column-terrorism-is-pak-s-business-2627746), it is not a hollow part, and there have been accusations from India and Afghanistan for the longest of times. In this setting we are given the quote: “India and Pakistan are not caught in some existential Punjabiyat love-hate relationship. Pakistan is a state sponsor of terrorism. No other nation has used terror so ruthlessly as an instrument of state policy as Pakistan has done for decades — principally against India but also against Afghanistan” is only the beginning. There are other headlines, even as they should be seen as no more than to illustrate that the issue exist, we cannot tell to what extent. So when we consider “The Islamic State’s flag emerges in Pakistan’s capital. How serious is the threat?” Is there a threat or is it merely a freedom of expression? So when we see the second headline ‘The terrorist group is increasingly present in Pakistan’s southern province‘, we are confronted with how to proceed, yet Reuters gives us 3 months ago “Islamic State claims attack on Christian family in Pakistan“, we see that the game changes. If state sponsored terrorism is the new ‘Letter of marque and reprisal‘, how can we proceed? Is there an actual option other than guilty until proven innocent?

What is clear is that the data crunchers will have their hands full because none of these algorithms and data gathering systems are ready for this leap. And it is not a small setting as Pakistan is a nuclear power who for the most is happy to push the button on India if need be, so the game is not merely changing, the players (Hamas, Hezbollah, Islamic State et al) are aware that hiding under the roof of any government gives them options and they accept being the tool for those governments, yet the systems and our mandates are less equipped to act. Yemen has so far been an excellent example on how to not act and it will escalate beyond this. Now consider that I do agree that ‘lifetime imprisonment without charge‘ is wrong, but what options do we have? Until 2016 I believe that the data and the evidence was the weak link. Now we are in a situation where we need to wage war on three fronts, an overt one, a covert one, and a data intelligence war and we need to find a way to intertwine them and use them to find the right checks and balances. We need to evolve what we can do so that we can determine how to do things correctly, or perhaps better stated efficiently to the right opponent.

You might think that this is ludicrous, yet have you considered the actions in Yemen? They were firing missiles into Saudi Arabia, on civilian targets, yet the only thing we see is messages like ‘Yemeni security officials claimed that cluster bombs were dropped in a civilian area of the Western suburbs of the Yemeni capital Sanaa‘, whilst we see ‘after Houthi rebels fired a missile at Riyadh‘ any justification reduced to an 8 word response. The media at large does not give us: ‘Houthi rebels fired a missile on Riyadh, the Saudi Capital with over 5 million people, the fired missile could have caused the death of hundreds of people if struck correctly, Saudi Arabia reacted in the attack against its citizens‘, we do not get that do we? Yet that is the game that is the danger some face. In light of the missiles getting fired under the noses of Yemeni security officials, they need to realise that not stopping the missiles does have repercussions and innocent people will always be caught in the middle.

The change of conflict is large and it will be growing over the next decade. I am on the side of Missy Ryan in this, lifetime imprisonment without charge must be challenged and everyone needs to know about the setting we have here, but when it comes to the defence of that setting, I wonder if we have any actual option to oppose it, those who are send to that place are willing to (allegedly) support people who hide in other uniforms knowingly firing methods of termination on civilians merely because they can and because it makes them continue the fight that they believe is just for much longer. It is a dangerous setting that strips the veneer of civilisation in nearly all nations, look at France and Germany, they went through this several times. We need to set a different stage and we need to do this before we set a legal lawful setting of targeted killing and the wrong people are shot, because that will be the point of no return for all of us.

You see ‘Guilty until proven innocent‘ (forced or not) is merely a first step, when that setting is entered in stone we get the second danger, when cyber-attacks removes the option to prove innocence, what do you think happens next? It is what I personally believe to be the setting stage for chaos leading to anarchy and there the game changes again, because most governments have cut on so many parts in infrastructure that most cannot overcome anarchy for a much longer time forcing the hands of many governments, especially in Europe and I feel certain that some of the players behind the screens realise that too and they might just be banking on it.

 

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What is Hiding Underwater

What is the reality of surface life? That is the first question that comes to mind when I look at the fallout that Brexit is creating. You see, to comprehend this part I need to take you back to the 15th April 1912, in that year New Mexico and Arizona become part of the Union that is now regarded as the United States of America and the first Balkan War has not yet started, no at this time the titanic sinks. The world gets introduced to the dangers of an Iceberg, the danger s that 90% of an iceberg remains below the surface. A lesson that will reverberate in many ways. This one event changes the rules of safety regulations for ships at sea forever (for the better I might add). The part that has been dramatized again and again is about a ship going down. It would not be until 1997 until someone truly turned this event into a money maker (James Cameron), it would fetch a little over 2 billion dollars, not a bad result for a movie. The reality is, that for most, the unknown fact was that the Titanic was the direct cause of something else. It would be the reason for something that was created in 1914, it was the International Convention for the Safety of Life at Sea (SOLAS). Let me add a little spice here. If the Titanic had not met up with that proverbial ice cube, there is a decent chance that the amount of fatalities from WW1 and WW2 would have been a lot higher.

You see, what lies beneath the surface is an issue, especially when we do not know what is there. We can only arm ourselves with the lessons we are taught and the common sense implementation that our logic allows for. So when I saw two articles today, my mind went into wander mode. The simplest of reasons is that certain events do not make sense. I feel that we are being played. This is a feeling I have and I could be massively wrong at this point. I accept that, but let me tell you about these articles and these facts and it will be up to you to decide.

  1. Construction becomes first casualty of Brexit as housebuilders get jitters‘ (at https://www.theguardian.com/business/2016/jul/04/construction-first-casualty-brexit-housebuilders-jitters-eu-referendum).

So there has been a referendum and a vote has been cast. We now read “their stockpiles will reach to the moon and back. That’s the message from private sector house builders, which have looked into the industry’s crystal ball and concluded that there is no reason to expand supply for the next six months“, in addition we get “As the former head of the civil service Lord Turnbull said last week, the industry is extremely sensitive to economic sentiment and will not build a single house more than it believes can be sold” as well as “the industry is unable to build the homes that the nation needs, where it needs them and at a reasonable price“. You see, when we see messages on house shortages, on the fact that houses are absolutely unaffordable, is it not weird that one referendum, a referendum that will take time to sort out suddenly has this effect? As I see it, the prices have been pushed up and up in a bubble and the people have been victims. This is partially sown/proven when we consider “Tony Pidgley, the chairman of Berkeley Group, who pocketed a 42% rise in his take home pay to £23m last year, could not close the supply gap even if he wanted to“, as well as “He needs to make a profit for his hungry shareholders, who have set him a target of generating £2bn in pretax profit over three years from 2015“. So we now see that we have been the play toy of ‘hungry’ (read: greedy) shareholders. Exploitation of an unacceptable level and I wonder why the people at large accept this. Pardon my ‘off grammar’ English when I state “Can we get rid of these bloody shareholders, preferably with extreme prejudice?

You see, when we reread the article in another light we get:

  1. Pity the poor brick makers; Why? Bricks are needed, they have a certain cost and they are always needed.
  2. There is no reason to expand supply for the next six months; why? There is still a housing shortage.
  3. Will not build a single house more than it believes can be sold. Wrong? This is perception of when it will be sold. There is no need to not build, mainly because there is a housing shortage. People need houses.
  4. The industry is unable to build the homes that the nation needs, where it needs them and at a reasonable price. This is now proven to be untrue. This industry has become a vulture driving up prices artificially by reselling a house at times more than once, even before the house is build.

It seems to me that the law can be adjusted, so that a house cannot be sold until 2 years after the house/building has been completed. That takes out the speculative vultures and it would drop house prices to a level where a population at least 15% larger than initial would be able to afford a house. So when I read about Tony Pidgley and his shareholders, I would suggest that if Mr Pidgley desperately needs that 2 billion in profit, he should consider explaining to these shareholders how to make £20 per half hour selling services in areas like Soho? It sounds a bit over the top, but when we see profits that run into billions, we have truly overstated levels of acceptability. Perhaps moving away from the EU forcing another path where 64 million Brits could regain a life that is affordable is truly the best thing to do. Let’s not forget that an affordable mortgage, means that families will spend on quality of life, this implies that commerce will grow and no stimulus (in the way Mario Draghi is applying it) would be required.

The second article is actually a very different channel. The article ‘Standard Life shuts property fund amid rush of Brexit withdrawals‘ (at https://www.theguardian.com/business/2016/jul/04/standard-life-shuts-property-fund-post-brexit-withdrawals). The quote here is “The £2.9bn fund, which invests in commercial properties including shopping centres, warehouses and offices, is thought to be the first UK property fund to suspend trading since the 2007-2009 financial crisis, when some of the biggest names in investment management stopped withdrawals because they did not have the money to repay investors” and it makes me wonder what game is on here. The article links to ‘New Star halts property fund withdrawals‘ (at https://www.theguardian.com/money/2008/nov/26/new-star-suspends-investor-withdrawals), which was the 2008 meltdown. So now, when we see Standard Life’s property funds referring to “Investors in Standard Life’s property funds have been told that they cannot withdraw their money, after the firm acted to stop a rush of withdrawals following the UK’s decision to leave the EU“, I wonder how many investors, where they are from and the reasoning is behind the withdrawal.

You see, there are two options. The first one, the straight path is the one where we see the links to ‘shopping centres, warehouses and offices‘, these places are still needed, commerce will go on, even if the downturn is stronger, people need food, people need their goods. This will not change. The part that will change is the one we just dealt with. Unacceptable ‘profit margins’, which implies at present that these ‘investors’ are little more than vultures, do we need more of those?

It is the next quote that implies that there is a secondary path: “The selling process for real estate can be lengthy as the fund manager needs to offer assets for sale, find prospective buyers, secure the best price and complete the legal transaction. Unless this selling process is controlled, there is a risk that the fund manager will not achieve the best deal for investors in the fund, including those who intend to remain invested over the medium to long term”, here I wonder if the fund manager has been ‘juicing’ expectations, which could only continue in a ‘Bremain’ world. The fact that the news cycles go wider as the mere intent that the reality of Brexit made the Dow buckle is equally weird (initially).

When we consider the words from Mark Carney, who stated “U.K. banks can be part of the solution, not part of the problem“, in that mindset I can offer a first option. If we get rid of Tony Pidgley and his shareholders, the UK gets to not see these 2 Billion go elsewhere. Now, let’s be fair, the UK would never make that much on it, so if the coffers can accept a mere £200 million as a profit margin, an amount that is most likely more than taxation of the 2 billion, the UK coffers still win and life becomes a little more affordable in the UK for all who buy a house.

I will be the first one to admit that my view is not realistic and too optimistic, yet am I wrong? The housing bubble is only one event that needs to be fought. Taxation loopholes have to be dealt with, dealing with the s a decade overdue and it is one of several reasons that the UK economy is in such a bad slump. Now we get additional news that the EU is in an even worse state than we have been kept informed about. The Australian gives us “Italy’s banking system is in trouble, with about $540 billion of non-performing loans and a desperate need for new capital. Given the dearth of willing alternative capital-providers, Italian Prime Minister Matteo Renzi wants to inject the equivalent of about $60bn of public funding into the system to try to stabilise it. The problem for Renzi and Italy — and the EU — is that the rules of the European Banking Union forbid taxpayer bailouts as the first resort for troubled banks” (at http://www.theaustralian.com.au/business/opinion/stephen-bartholomeusz/italys-banking-crisis-a-bigger-problem-than-brexit/news-story/d4e0c5007fb133db959cc569f9678804), the Italian issue has been known and I have reported on it in the past, yet the fact that banks are still the biggest issue in the EU and they still have not been muzzled to the extent that they need to be remains an issue. An issue that shows on another level that Brexit was not the worst idea. So when we see Reuters stating ‘Draghi could have done more to help Italian banks in 90’s, says PM Renzi‘ whilst this issue has been known for well over a year and for the fact that Italy’s antiquated bankruptcy laws have never been properly dealt with, especially in light of the 2004 and 2008 events makes me wonder where Matteo Renzi got the idea to blame other places, when his office should have made clear priority in these matters and he should have made equal mention that people like Enrico Letta, Mario Monti and Silvio Berlusconi who had been Prime Minister in batches going back to 1994 forgot to deal with that situation, and now we see that the EU is in a state much less healthy than most predicted. I knew about several issues, but not all, it seems that all news on the stat of the EU have been overstated by way too many players in this game and it makes me wonder in equal measure how it was possible for Mario Draghi to spend over a trillion that he is still ready to spend even more.

So in light of all this, how could the UK return to a place that is killing itself, that is allowing for inaction that is not prosecuted in any way. So when you watch Rose Dawson push Leonardo DiCaprio to his icy grave, consider that the EU debt is like that Iceberg, it can sink anything and 90% is kept below the surface, sustaining the tropical life of less than 1,000 banking executives. The people in the UK need their own Safety of Life against Greed (SOLAG). If these players were decently less greedy, none of this would have happened. Perhaps one day we will see a modern European Aleksandr Solzhenitsyn and we will accept his book ‘The SOLAG archipelago’ and the wave it brings as a given wisdom.

Time will tell!

 

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Is it a scam?

We are all curious by nature. Some facts we want to see, some facts we want to read about, some make us search what is behind it all. This is our natural status to question things. It is our natural way marketing has relied on for decades and it has worked in many ways for all forms of events.

One of the most successful marketing ploys I have ever seen came from the early 80’s. Somehow over the term of a few months in bus booths and on outside walls we would see the spray painted term ‘Penguin Park’. No one had any idea and we all wanted to know what it was. We all started to ask questions and it went viral without needing the internet (which was still a DARPA concept at that time). The buzz was all over the place and within 5 months we found out. A Dutch DJ named Tjarda Leegsma had an idea, he made sure there was a buzz and when his nightclub ‘Penguin Park‘ opened, there was a massive queue to get into his place. That queue would remain for many months when it started. It was the coolest place to be. The music was the hottest, the drinks were the coldest and a Rotterdam night club legend was born. A clear marketing triumph!

Now, many rely on the internet. In this case I am looking at the smoke that is forming around a site called ‘GetMoreIncome’. Here we see a known approach. It is all about implying issues like ‘what you could’, what your lifestyle could be and so on. But do they deliver? That is the entire question, isn’t it?

Unlike an organisation called AMWAY, we get other questions. When you look for AMWAY information, the issue becomes clear soon enough. The internet is riddled with examples. AMWAY is basically a perfectly legal ‘pyramid’ scheme. The people behind it were sort of brilliant. The more people you know and attract, the bigger your discount bonus (read commission becomes). They are not into some quick expensive sales part. It is the one thing we all need: Household articles. The cleaning chemicals are stated to be good, the nutrition bars do not seem to be too bad, so a multibillion dollar industry is here to stay and all can get a few coins out of it. The verdict is out there, most (over 93%) will never get rich, but they end up having lower shopping bills. Is that a bad thing? I think not.

So what about this ‘GetMoreIncome’?

That is indeed the question. When searching Google and other sources, we see many blogs, and they all seem to be some marketing hit towards and in support of this ‘GetMoreIncome’ and NONE OF THEM give you any clear information. I found two that showed a little more, but there too it was all about carefully phrased mentions. This GetMoreIncome should be regarded (as others state) as an MLM approach (not unlike AMWAY). Yet there is a difference. When we see the quote on their site, which is also all over FOXTEL, we see a problem, the quote “I have been thrilled with the results, having made over $15,000 per month for the past 6 months”, sounds nice, but at what cost? Is that including the dozens of hours of phone costs? You see, the website gives NO information at al. It requires you to register and give your details.

This all becomes interesting when we take the quote by the ACCC “No matter how a business communicates with you—whether it’s through advertising, packaging, online, logos, endorsements or a sales pitch—you have the right to receive accurate and truthful messages about the products and services you buy.

The little problem as I see it is that you have to sign up to get any type of information. If this is all online and through TV, I say that in my mind, their website has a distinct obligation to clearly inform you online. This becomes a worry especially as there is no clear information anywhere. No mention on who is behind it, who is involved, we get absolutely nothing, just quotes and innuendo.

I also like the implied ploy (read sarcasm). When we see the quote: “I was a former CEO. I left the corporate world behind and have been able to replace my executive income working from home.” Is this the stated person who was in the news as: “a judge in the Reykjavik District Court sentenced, the former CEO of Glitnir Bank, to nine months in prison in December 2012” (at http://www.businessweek.com/articles/2013-09-12/iceland-prosecutor-investigates-convicts-bankers-for-financial-crimes) Can you tell, because I cannot. That is the issue with small impersonal quotes; it makes perfect sense that this person needs a work from home income. But is it the same person? How many are on that $12,000 a month income? No one seems to know and no one seems to be looking into it.

In this age of bad economy, when all are looking for a way to make a buck and to make ends meet. There needs to be a level of protection against exploitation. That part seems to have gone missing. If you doubt me (which is always fair enough), then check your own browser. When we seek AMWAY, we see SMH, The Australian. They all had their articles on AMWAY. Some agree with the approach, some do not. Their stance does not matter. AMWAY is not ‘hiding’ in any way (they even have a Wiki page online). When we look at ‘GetMoreIncome’ we see quite the opposite. The papers are not asking any questions, they do not seem to have looked into it in any way. There is no visibility. My question becomes Why not? When someone has the budget to advertise to this extent on FOXTEL we can grasp that this might involve substantial funds. Yet no one seems to be looking into it, get precise information and whatever you find on the web is either a hidden advertisement or a ‘hidden’ promo clip on YouTube.

When a website is all about “do not call us, we’ll mail you!” there is reason for concern, the fact that those who should look into matters like these, don’t seem to be doing so is a bigger worry still.

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