Tag Archives: BBC

January 7, 2026 · 16:14

Edge of the coin

That is as I realise the setting we are in. And I get it, I sound silly, but I was unaware of the scope of the setting (I will easily blame my lack of an economic education) but three parts came to my mind opening my eyes. The first part is seen on the BBC (at https://www.bbc.com/news/articles/cwyg1jg8xkmo) two hours ago ‘US discussing options to acquire Greenland, including use of military, says White House’ all whilst my previous article is 14 hours old. As such America is ready to go to war with NATO itself. And here we are given “US President Donald Trump has been discussing “a range of options” to acquire Greenland, including use of the military, the White House said. The White House told the BBC that acquiring Greenland – a semi-autonomous region of fellow Nato member Denmark – was a “national security priority”.” Which is as I see it a blatant lie, but I wrote about that 14 hours ago. The second part came from Houston (Texas) where (at https://www.texasstandard.org/stories/venezuela-oil-future-texas-development-trump-maduro/) we are given ‘From Caracas to Houston: How Venezuela’s oil future could affect Texas’ the direct takeaway is “President Trump is talking about rebuilding the oil infrastructure there. If you’re in the oil biz in Houston or Irving right now, what do you think this means for the Texas oil industry? Are we looking at the possibility that U.S. companies could rush down into Venezuela as a result of what happened this weekend?

Well, no, so it’s a crude quality thing, right? So if we just consider U.S. production and Latin American production in Venezuela specifically, U.S. shale is light sweet crude. It is very high quality. Venezuelan crude is low quality, heavy sour crude. And U.S. gulf coast refineries have been geared towards running this Venezuelan heavy sour crude, Mexican heavy sour crude as well.

And so it’s not going to impact U.S. production per se because it’s not going to be displacing that crude. The way, if you’re cynical, you can look at this is that the U. S. needs this Venezuelan crude and so that’s what’s driving President Trump’s efforts here.”

You might think that this is ludicrous and to some extent it is, but there is another side. Actually two sides, but I will talk about this in a moment. The thirst side is given to us by the Guardian (at https://www.theguardian.com/commentisfree/2026/jan/06/the-guardian-view-on-trumps-capture-in-caracas-oil-matters-but-its-not-the-whole-story) where we see ‘The Guardian view on Trump’s raid in Caracas: oil matters, but it’s not the whole story’ where we see “US sanctions worsened Venezuela’s slump, but lifting them alone will not restore growth: the industrial base has been hollowed out and skilled labour gone. If US oil majors take a larger share of revenues, Caracas will be more cash-strapped than before. It is hard not to recall Iraq – not because Venezuela is Iraq, but because of how the decision was made. No single rationale was decisive about Caracas. Oil, drugs, ideological fixation and presidential ego all featured. Each was not enough on its own; together they saw Mr Trump make a high‑risk move with no clear endgame.” It didn’t hit me at first, but this kept nagging into the back off my brain. There were two parts that were missing (one actually). You see, we were given “Trump told NBC on Jan. 5 that it could take less than 18 months to revive Venezuelan oil production, with the U.S. potentially reimbursing American oil companies for their investment. “A tremendous amount of money will have to be spent, and the oil companies will spend it, and then they’ll get reimbursed by us, or through revenue,” Trump said. In his Jan. 6 announcement Trump said Venezuelan oil “will be taken by storage ships, and brought directly to unloading docks in the United States.” Energy Secretary Chris Wright is coordinating the effort, Trump added. Wright is meeting with oil executives in Miami this week.” You would like to see that this is more Trump BS but you would be wrong, the timeline does’t match. You see President Trump has almost exactly 1109 days left. Now consider that Chevron or anyone else picks up the baton, there is not enough time to make a decent profit and on the other had, the rather nasty side effect of oil is that a spark sets it off and President Maduro has plenty of allies in Venezuela. So either a massive army comes to Venezuela or there is another setting in place. That’s when it hit me, actually the Greenland setting left me with this. America is ready to go to war with NATO? At present NO DEMOCRAT is speaking up and Hakeem Jeffries leader of the Democrat party has been uncannily silent on these matters. I dawned on me that America elected an idiotic baboon as president because THEY ALL KNOW the party is about to end. They all know the debt they are in is about to spiral out of control and they need Venezuelan oil, Greenland natural wealth and Canadian resources to keep afloat (Canada might almost be out of danger) but America needs Venezuela and Greenland and that is thinly part to keep them afloat. Did Democrats actually think they could go in denial after the fact? 

They all knew and no one reacted, that is your America of today, they are no longer an ally, they have become a clear and present danger of Europe, the EU and the Commonwealth. Because after Greenland how much trust does an American hold? None at all.

I have to be crazy not having seen this before, we got swept up in the media cycles (they are now also an active part towards the enemies destination) there is no way all these Economic boffins didn’t see this happen. I might have an excuse as I have no economic degree, but they do not. And that needs to come out into the light. The global news is so whoring for Digital Dollars, they will side with the wind in whatever direction it goes. That was part 3 and part 4 of this. As I see it a whole America is part of this and I mightn’t have seen it before, but I am on the page now. So as I see it Europe and the Commonwealth have only one course of action. Immediately ban all American goods, ban all American travel, and ban all American services. It is now that simple and when we suddenly now get Democratic voices complain, they are too late. They had the option to voice concerns over three weeks but we got nothing. So as I see it, the Commonwealth needs to stand side by side with Canada as it is the third target of America and we need to do this now. There is no tomorrow. America needs to learn what a warlike Commonwealth can bring to the table. I still think that a partnership with China is preferred, but I get that this is politically a hammer to heavy to wield. So this is the edge of the coin, not Ione side, not the other, but in balance with too many elements. 

So even I get insights into missed corners of data and there will be plenty of people saying I am wrong (as I usually hear) but look at the evidence, the media gave you all the evidence you needed. Have a great day, unless you are American then you can have a terrible day as far as I care.

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December 23, 2025 · 10:08

How broke am I?

I have wondered about that for a while and asked that very same question of that place. But some economist spoke that a nation cannot be broke (technically correct) and it reminded me of a 30 year old joke. A helicopter pilot was circling buildings in Chicago, to get his bearing, but he had no clue as the fog was too thick. So he mimed asking ‘Where am I?’ To people in a building. They wrote on a large sign ‘You are in a helicopter’ he thought for a moment, set his course and altitude and within 10 minutes he landed safely at the airport. The passengers asked how he did that and the pilot answered ‘The answer was technically correct but utterly useless, so I could only have been at the IBM Statistics building, from there on it was easy’ You think this is partially useless and you will be wrong, because we are diverting our attention to the BBC article (at https://www.bbc.com/news/articles/ckgmd132ge4o) and the losers of that comedy. The comedy starts with ‘New Trump envoy says he will serve to make Greenland part of US’ and it is almost hilarious, but the undertow of this comedy is not a farce, it is how desperate and broke America now is. So as we are given “Trump announced on Sunday that Jeff Landry, the Republican governor of Louisiana, would become the US’s special envoy to Greenland, a semi-autonomous part of the Kingdom of Denmark. Gov Landry said in a post on X it was an honour to serve in a “volunteer position to make Greenland a part of the US”.” So loser one is Jeff Landry, who served from 1987–1998 as a Sergeant, so he knows about illegal orders. So he goes to Greenland as an envoy, not with any diplomatic status, so President Trump can feign ignorance. And this might be the final straw as Greenland bounces Landry as an unwanted person the stage is decently set so that President Trump can invade Greenland to ‘avenge’ his former governor. 

And the question that I am getting is not the one you would expect “How broke is America?” You see after the folly of making Canada the 51st state (something that was doomed to fail) and now he is going after the Venezuelan oil calling it stolen from America. Weird, because Venezuela was never part of the USA. And now he goes after Greenland and now he get the EU and optionally Canada against him. He is after the riches of these places, minerals and expansion and it gives a rather bitter taste of alignments. The bitterness is that America might be so broke that this is their only option before they have to cancel debts they have. They cannot play this game any longer as I see it. And the wealth hidden on Greenland is all that is left to play. 

So, after he destroyed his alignments and destroying his tourism there is little left of the bankable economy of America. He stated that he didn’t need anything, but without Canadian energy settings and Canadian aluminum, America has a bitter future ahead and those enjoying this Christmas better make it count, because for Americans it is likely the last jolly Christmas they will have in close to a decade. The game is up, but there is one upside for President Trump. There is a likelihood that he drove the EU and Commonwealth straight in the arms of China

And they will reward him with the Fortnum and Mason Christmas Hamper. His final moment of eating like a King, because there will be nothing left after this mistake. His former allies see his for the enemy he has become and in a year he gave the land of the free and the home of the brave gain a reputation that is even worse than Russia has and I reckon that China owes him that hamper. America did more to advocate China’s supremacy than China could have even hoped of doing. 

And I get that the politicians (Republicans and Democrats) know the setting they are in and they are silent, because they have nothing better to offer, even if they ‘dethrone’ president Trump today, the damage is done. Tourism will be flat for close to a decade, trade is flat because no one will do business with America. Disney and Warner Brothers are evading to the UAE and Saudi Arabia to regain some of their options over the next 5-10 years. And as we see these parks evolve, we will see the American Theme parks drop down to nothing with almost no international tourists and as the prices keep on rising in these places, even Americans will be unable to afford to go there. Then there’s production, it is down over the entire field and whilst shortages increase in America, more and more will fall flat and as such America is done and when the first debt will not be followed up on, there will be a fire sale unlike any we have ever seen and that is fun, because these AI settings all training on data it has never show such events, so they are useless as some expected them to be. So where is Stargate? Where is the AI stuff? It is somewhere out there, but as it is not making revenue until 2029, it will be too late for America, but the EU will buy it all for $0.01 of the dollar because it will be the best America is hoping to get and as such the Commonwealth will let America hang as well. So as Russian tourism evolved to the number one spot in America, the wall on the Rio Grande will get a new function, not to stop traffic from south to north, but to stop Americans going south and that might be rash and I might be correct, but as I see it the Economy in Mexico will be better than the Americans economy is and it will take less than three years to get there. So the question how broke is America is one that needs contemplation because the actions of the American administration leaves no other question out there. 

And last there is the flag of Greenland, so where are the stars and stripes there? Greenland has been part of the Danish sovereignty since 1814, it is only recent that it got American interests because they need to minerals and they are seemingly willing to kill to get them and it might be the least defended one (compared to Canada and Venezuela) but Greenland is part of the EU through Denmark and those 27 states are now seeing America as the enemy it is and that might be a much tougher pill for America to swallow.

So have a great day and for the 56,836 it will be a great day, they recently learned that they have almost 500,000,000 friends who are roaring to have their backs and that is beside the allies they might get as those allies get to stick it to America.

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December 21, 2025 · 02:58

The faltering critique

There was a story I saw a few days ago and I have an issue with it. The story (at https://www.bbc.com/culture/article/20251212-10-biggest-film-flops-of-2025) gives us ‘Snow White to The Smashing Machine: 10 of the biggest film flops of 2025’ I wondered about that and while I was not a great fan of this Snow White (I am still drawn to the 1937 version, it was the most beautiful trip any youngling could make in his preteens), it wasn’t bad, it just wan’t my cup of tea. So the story comes with a line “From a controversial recreation of a Disney cartoon to an awards-tipped sports biopic starring The Rock, why did so many high-profile Hollywood films fail at the box office this year?” This is the real reason behind this. The economy. Consider that a ticket is roughly $15, popcorn $8 and a soda $5, so that puts you back $28 and that is merely for one person. At this point I reserve my cinema money for the really good experiences (like the Odyssey and Dune 3) and consider that $28 will get you Netflix for 2 months, the equation is simple. Thunderbolts, Mickey17 and M3GAN 2.0. All movies you can watch on the TV and some will require the purchase of a BlueRay $30, and you can watch it whenever you want again and again. These movies should not be seen as flops, they are merely the victims of a horrendous economy. 

That is not on them or on us, it merely is and you can tell me how awesome the Dwayne Johnson movie is, but I am not in to fight games and that might be on me, but at present I can only afford to see 2-3 movies a year, so I have to be massively selective in new movies. Hence the two movies I have (at present) preselected. So as we are given “There were plenty of hit films this year, but there was a raft of high-profile releases that fared far worse than expected. So where did they all go wrong? Below are 10 of the most infamous of 2025’s box-office duds – and they all help to explain in different ways why Hollywood is struggling to get people out of their homes and into cinemas.” At no point does the BBC raise the issue of the economy, I am in a bad place, but not as much as some others, I reckon that if they can afford merely 1 movie, they would be in a stellar mood and that is before you see the equation when it is 2 or more people. The BBC leaves this on the floor and blames the movie, but the world is a little more complex than that and Whilst I wasn’t a Snow White fan, I did get the Blu-ray of Mickey 17 and I loved it. The trailer was awesome and that is why I got it, it wasn’t the great trip I hoped for, but it was a nice ride and as such I am happy I got the Blu-ray. 

So whilst some people at the BBC want to say how the movie was depressing and and no one goes to see a film starring The Rock because they want to be depressed. No, it is a setting that people cannot afford to go to the cinema and that is why no one turns up to these events. I am already saving up to see the Odyssey and by march I should have enough to get the ticket for the IMAX. A simple setting that the BBC is massively overlooking and I wonder why. The economy is less than flat, it is turning onto itself and hiding that fact away isn’t helping anyone. 

Have a great day today and consider what movies you want to see, because the big screen is still magical, it is merely out of reach for many people. 

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December 17, 2025 · 21:24

The neighbors have coffee

That is the setting, but that is not what this is about. We are given a setting (at https://www.sbs.com.au/news/article/trump-has-ordered-naval-blockade-of-sanctioned-oil-tankers-in-venezuela-he-says/gcrwrmllu) where we see ‘‘Act of war’: Trump orders blockade of ‘sanctioned’ Venezuela oil tankers’ and we see “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production. The US armada “will only get bigger,” Trump said, until Venezuela returns “to the United States of America all of the Oil, Land, and other Assets that they previously stole from us.”” But is that true? At what point did Venezuela steal oil from America? Why assets did they steal? What land was stolen? Can we get a clear explanation of that? And if comes with two other settings. The US is pulling out all its troops out of Europe. And in the second setting we see today that one of the most successful American businesses is filing for Bankruptcy. Del Monte originated from California canners in the late 1800s, becoming a household name through the California Packing Corporation (Calpak). It has filed for bankruptcy due to the tariffs on fruits and aluminum. It drove them under in 6 months. And as I see it, a speculated setting is that President Trump will need to sue the BBC, because America is about to lose everything and not one intelligent being will do business with him beginning in 2026. 

As I said so before, America is done for and the longer everything is suspended in ‘investigations’ the longer it takes for the America people to see what hardship they are due for, not for a week or a month, but for several years and that is if someone takes over the helm of the good ship America and takes it in a 180 degree different course, there is no other way and even then it will take half a decade to clear the tourism setting that it now has and rebuild trust (which will speculatively take 3-5 years). 

So as we were given “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production.” as well as “Caracas blasted Trump’s announcement on Tuesday, saying he aimed at “stealing the riches that belong to our homeland.” Venezuela has been sidestepping US oil sanctions for years, selling crude at a discounted price on the black market, mainly to China. Venezuela is estimated to have oil reserves of some 303 billion barrels, according to the Organization of the Petroleum Exporting Countries (OPEC) — more than any other nation. “If there are no oil exports, it will affect the foreign exchange market, the country’s imports … There could be an economic crisis,” Elias Ferrer of Orinoco Research, a Venezuelan advisory firm, told AFP recently.” As I personally see it (and I might be wrong) America is broke and it is about to lose whatever it has to pay for the interest on the loans they have. The Administration had a setting they tried and it backfired. Greenland isn’t giving up its land, Canada is turning down America and worse still, Canada is now making headway in impressive economic strides for Canada which is also hurting America. As I see it, the stage that was left was to ‘annex’ the Venezuelan oil fields. This is likely to fail, but more disastrous nearly all lands will gain mistrust of the American way which is now showing to be selfish at the expense of all others. That is as I see it the Legacy that President Trump is leaving behind and the sooner others see it the way (several already do) the more America sees the hurt it imposed on itself. 

And when places like Del Monte is filing for bankruptcy, it will not be alone ad the more these places are hidden due to ‘National Security’ or whatever reason is given and others are seemingly ready to follow. There is American Unagi, American Signature, parent company of furnishings retailers American Signature Furniture and Value City and more are on the list of those reading Chapter 11 of the book of economic hardship. All these facts are settings that give America a stage of disaster and the American administration remains in denial. 

Even if America succeeds with Venezuela, America is done for. No-one will trust America for decades. Not the EU, not the Commonwealth and parts of Asia will also shun America. And for a lot Canada is the more trustworthy option, so Canada will de decently well and as we recently saw Lockheed Martin is getting replaced by Saab AB and that is merely the tip of the iceberg. So whilst America withdraws the troops from Europe, Europe has one card left to play. It can throw America out of NATO and that has massive repercussions. You see America has 70,000 troops in Europe, those who are send back will likely lose their jobs, then they get a massive downturn in their defense industry. Which will upset Raytheon, Northrop Grumman and Lockheed Martin. All that has a massive economic footprint. When the Europeans turn away from American hardware, America’s economy takes a swift dive into an abyss where it cannot afford the gravy trains it supported and that has other impacts as well. I reckon that the media is next, as American media gets shunned in Europe and the Commonwealth their incomes and more important their influence will wane into near nothingness. 

So am I correct?

I honestly don’t know, but that is what I see, the markers are undeniable and they tend to cross nations, they cross interests and they cross political allies. As I see it, America might in the end have one ally left, Russia. So how does that sit with the anti-communist setting of the Republican Party? And next on that list id the waning of the CIA, you see as the Commonwealth stops trusting America, the CIA us also shunned from the meetings it needs to have and as such it is about to require a lot more money to stay afloat and that is the one thing America no longer has (at least until they get the Venezuelan oil) settings upon settings that sets the game that will be played and America is largely out of moves. They are about to falter in intelligence, they are faltering in business, the will soon falter in media and as I see it, the steps the American administration made towards Hollywood is strengthening Canadian, Australian and British film industries and those settings are getting larger and worse for America. So feel free to disagree and that is fine, but I reckon you need to investigate on yourself and see what the media is hiding from a lot of people. And as I see it, America is about to falter and leave the people in America without anything. Because the AI scare fare is about to cost American wealth trillions of dollars (according to some a number between nine and fifteen) who who gets to pay for all that? Microsoft? OpenAI? I reckon that it will come out of retirement funds and if I am wrong, I am wrong. But do come with actual numbers. We can see “US retirement funds are extensively invested in artificial intelligence (AI), primarily through large index funds, mutual funds, and ETFs that hold significant stakes in major tech companies leading the AI revolution, such as Nvidia, Microsoft, and Alphabet.” As well as “Indirect Investment via Large Cap Tech Holdings: Many common retirement savings options, like S&P 500 index funds or target-date funds, have a large, concentrated exposure to the “Magnificent Seven” tech stocks (Nvidia, Microsoft, Meta, etc.) that are heavily driving AI innovation. Nvidia’s significant market value, for example, means it has a large weighting in many diversified portfolios, creating inherent AI exposure.” That is the bubble fear you should have and when America stops, you better have a sock with reserve funds, because that is all you can live on when it collapses.

Have a great day.

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December 3, 2025 · 13:06

The land of what?

That is the setting we start with. You see, yesterday, the only things I knew of Venezuela was that the capital was Caracas, at some point a man named Chavez was in charge and that this place has oil and that was all. So what is President Trump aiming for? 15,000 troops and the largest aircraft carriers as well as a few dinghy’s are now ‘patrolling’ the seas, right by Cuba? This is an overreaction of the largest degree. It is like calling for the National guard when you learn that a piece of cheese is missing from your kitchen. So, what kind of posturing did Trump offer in assistance to the Ukraine? So I decided to take a look, especially as we see YouTube videos with that overgrown Armada showing as it is playing Thunderstruck by ACDC (which is a massive impediment of national security in any naval setting ahead of a military operation), as such it is posturing. But why?

Well, apparently in 1990, Gary B. Sidder wrote ‘Mineral occurrences of the Guiana shield, Venezuela’, he did so for the United States department of the interior geological survey, according to that report Venezuela is a fountain of rare minerals having a decent collection of Gold, Diamonds, Aluminum, Manganese, Tin, Niobium, Tantalum, Molybdenum, Uranium, Titanium, Platinum and a few more minerals as well as oil. So what is this about?

You see, as I see it, between now and next July (2026) we see the maturity of bonds, $66B, $40B, $70B, $33B and $47B, making the rough total $256,000,000,000 due and at present (as I personally see it) America doesn’t have that cash, so either America starts a Ponzi scheme creating more debt to pay off this debt or hope that over 90% is set in new treasury bills and that requires serious talks and serious payments to these outstanding debts, optionally roughly 2% over the amount now guaranteed. America is that deep in debt. They couldn’t get Canada or Greenland and now war is the only option for America and its president who was pleading for a Nobel peace plan. Isn’t that hilariously sarcastic? 

So could I be wrong?
That is the first question is ask myself and I am not debating that Venezuela might be the tyrannical setting some claim it is, but the actions of a less then upstanding politician shows a side that is likely less then noble. His lack of actions against Russia, his outstanding setting towards our brother Canada is presumed evidence of this. And as we are also given that “The proven oil reserves in Venezuela are recognized as the largest in the world, totaling 300 billion barrels” is another reason why I am seeing President Trump as the guilty party in this. The invoices are due within 8 months and America is desperate for revenue. After they botched their tourism, tariffed his ‘friends’ to be now less than that and as he lost defence contracts all over the field America is now desperate for revenue. Yes, it is not a good story. 

In this 9 News (Australia) gives us (at https://www.9news.com.au/world/donald-trump-news-usa-venezuela-oval-office-meeting-amid-growing-questions-about-his-military-moves/11240690-4124-4eeb-91a4-f623fe5a9ab9) ‘Donald Trump to hold Venezuela Oval Office meeting amid growing questions about his military moves’ where we see “US President Donald Trump will hold a meeting at the White House on Monday evening about next steps on Venezuela, sources familiar with the matter told CNN, as the administration intensifies its pressure campaign on the country and questions mount about whether the military is exceeding its lawful authority.” With in addition ““President Trump has been quite clear in his defence of the United States homeland, to stop these illegal narcotics from coming to our borders, whether that’s by land or by sea,” Leavitt said. “He’s also made it quite clear that he wants to correct the wrongs of the weaponised Justice Department under the previous administration.”” And do you really need the USS Gerald R. Ford, several ships and 15,000 troops to stop illegal narcotics? I have my doubts as do several others. I don’t care of these drug dealers, stop them in any way, but to set out an Armada that outshines the Spanish Armada of 1588 is an overreaction of the largest manner and as such I think that America’s Trump is trying to secure his rare materials and oil for the continued salvation of America, not the freedom of Venezuela. 

Then we get the BBC (at https://www.bbc.com/news/articles/c93n4nx5yqro) giving us ‘Why is Trump threatening Venezuela’s Maduro?’ With the setting of “The Trump administration has doubled the reward for information leading to Maduro’s capture, and its warships are within striking distance of Venezuela. Dozens of people have been killed in attacks on boats alleged to have been transporting drugs from the South American country.” Even the BBC resorts to ‘alleged’ in all this. I reckon that evidence that these are drug boats is limited to presentation and assumption, but I al willing to accept that setting, but why would you need 15,000 troops? With the additional “Trump reportedly also gave Maduro an ultimatum to leave Venezuela, in a phone call the two men had on 21 November.” So another threat, how did that go over with President Putin? I honestly do not know who ‘evil’ President Maduro is and perhaps he is evil, but in all this how is this some operation Freedom? To set these oil reserves to America? And the rare minerals and in all this António Manuel de Oliveira Guterres, the 9th Secretary-General of the United Nations is as useless as he seemingly is presented to be. So where is his outcry over the rights of Venezuela? Even if he was doing that, he allegedly never spoke out AGAINST Venezuela either, and if he did, why isn’t every newspapers repeating that setting? 

Then we get the one issue that holds weight “In 2024, the electoral council declared Maduro the winner of the presidential election, even though voting tallies collected by the opposition suggested that their candidate, Edmundo González, had won by a landslide.” That does count, but we see this now? It might have been said in the past, but there is a sight to see this in the end of the article, not in a running start at the beginning and now in several news casts clearly outlined. And then? Why is President Trump now so about fairness, all whilst he was supporting Putin in his fight against Ukraine? As I see it, there might be an issue with Maduro, but that is as I see it, not the part that interests President Trump. 

So then we get the part that also matters. We are given “Without providing evidence, Trump has accused Maduro of “emptying his prisons and insane asylums” and “forcing” its inmates to migrate to the US. Trump has also focused on fighting the influx of drugs – especially fentanyl and cocaine – into the US. As part of his war on drugs, he has designated two Venezuelan criminal groups – Tren de Aragua and Cartel de los Soles – as Foreign Terrorist Organisations and has alleged that the latter is led by Maduro himself.” It is the ‘Without providing evidence’, we need to take heed here. He goes on his tantrum fentanyl setting and after he accused Canada, that setting is losing steam fast. I am not saying that it is not the case, but there is more than one piece of evidence that President Trump is taking a lose translation towards the setting of honesty, he did this all himself. All the evidence is setting that stage of doubt in all our minds.

Last there is CNN who (at https://www.cnn.com/2025/12/01/americas/venezuela-allies-diplomacy-us-military-caribbean-latam-intl) gives us ‘Venezuela’s Maduro lost two allies in a week. What regional partners does he have left?’ Giving us a political setting of other nations and the other sides are gaining strength and as such they are not aligning with Maduro. This happens, but what surprised me is that NONE of these news cycles made mention of the large oil reserves, it is seemingly a topic out of bounds with them and I would have seen this as a first stage in all this, because that is giving President Trump the reason to get the USS Gerald R. Ford, several ships and 15,000 troops involved, because securing those would be a clear setting for President trump and no one is asking the question that is out in the open. This is why I oppose this setting. An event done for a corrupt reason belittles that event, no matter how just it is. I know it does not make much sense, because the sales person in all of you thinks that the result justifies the means used and that just isn’t true, because the people on that setting have their own agenda’s and greed is too easy a reason to corrupt the foundation of these people and America is too deep in debt, it passed a debt level of 38 trillion last week. So even as I wrote ‘About America, chapter 11’ on August 26th 2014 (over 10 years ago, at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) it seems that this setting of ‘impeding bankruptcy’ is a lot more real than it ever was before and there is little that America can do to avoid it. They can play the funny card, delay reports on GDP and a few other, but Wall Street has been keeping score and America is showing too little (according to Wall Street) at present, you can fool some people all of the time, you can even fool all of the people some of the time, however you can never fool all of the people all of the time and that setting is now being reached where too many are asking loud questions and as far as I can tell, the blonde in the press office of the White House (Karoline Leavitt) can only do so much and as the world is starting to ask serious questions, her role has been played out as much as it can. Soon we will see a new spokesperson to try and gain credibility towards the press corps, I reckon that as it becomes harder and harder to protect a president of this setting, there is the world view that will be coming into focus and as such America is done for. As far as I can tell no one will be trusting America any day soon and there is plenty of evidence that most are likely to engage into trade deals with China over America, when that happens America might likely and up with one unlikely ally, namely Russia. Lets see how that pans out, shall we?

So feel free to doubt me, but feel free to validate this data with your own research and feel free to present evidence of that. I am not the one saying that my version is correct, but the absence of evidence in several ways are giving me a rather large chance that I am correct. 

MINERAL OCCURRENCES OF THE GUIANA SHIELD, VENEZUELADownload

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December 1, 2025 · 22:32

It’s starting to happen.

This is a decently great day for me. The BBC, gave me ‘news’ that shows that I was right all along (one of many times), of course that is a debatable setting, but it comes with benefits for me. You see, on November 9th 2024 I wrote ‘The easy lesson’ (at https://lawlordtobe.com/2024/11/09/the-easy-lesson/) and some disagreed, some always do. But I saw the potential of that device and I wrote about it, I also gave the direct setting that Ubisoft could benefit greatly from this. Now the BBC (at https://www.bbc.com/reel/video/p0mjvr33/experience-life-aboard-the-titanic-like-never-before) shows us all a different approach to that same solution. It allows the people to see life abroad the Titanic (that one that sank in 1912) and it looks nice and spiffy, I think it could be better, but this might have been a beta. I reckon that under Unreal Engine 5 it becomes truly magic, but that takes serious cash to develop and that might have been out of reach (for now), but the important part is that this is being implemented now. After Apple lost his marbles and thoughts for innovation, Meta with the Meta Quest 3 is all that remains and they have the setting to sweep the board. I reckon that they will optionally make a few side ventures or buy the Stadia, but then the entire solution will be under the hands of Meta (say: Facebook) a setting I saw a year ago and now as things are starting to move, those claiming to be innovators are left in the rubble of their own spin. As I see it, it is about to become a clear win for Meta and others could benefit too. 

They merely need to talk to Ubisoft and see what is possible, and that comes with a massive influx of revenue, so whilst all the winner (soon to be losers) are aiming for AI, other settings are developing and they are left in the field looking for their golf balls in the mud. So whilst others are trying to reinvent the wheel, there are a small numbers of people who are starting actual innovative waves.

People like Karl Blake-Garcia are setting new boundaries. Personally I never thought of the Titanic in that way and that makes it wondrous. Others are on the same shoes as I am, but see different applications and that is fantastic. In that meantime He saw the idea of a ship and he might have been influenced by James Cameron and that is OK. I saw the implementation of languages and the teaching vibes the world needs and that is OK too, I also saw an implementation (in the pre dump Apple Vision Pro days) where Apple had options and saw a game as well, but it seems that Meta has all the marbles in its corner now. I wonder if Ubisoft is making the jump from games to education, but that might be asking for too much, someone needs to talk to Yves Guillemot and Mark Zuckerberg is the most likely person he wants to talk to. 

The important part is that the world is looking into the AI corner (the one that doesn’t exist yet) and they are wondering when it is coming, all whist the realist are stating that there is no real revenue coming before 2028, which is nice but the interest on 4 trillion dollars will be due at some point before that. Still as we are shown “Over the next decade, Auto-ML will become even more user-friendly and accessible, allowing people to create high-performing AI models quickly without specialized expertise. Cloud-based AI services will also provide businesses with prebuilt AI models that can be customized, integrated and scaled as needed.” Over the next decade? That will bring it to 2035 and I’ll most likely be dead at that point. Thank the lord that people like Karl Blake-Garcia (and myself too) exist who are looking to alternative money makers, preferably venues not dependent on AI. Its too bad that Apple wasted all that time and effort without looking forward. But still Meta saw this venue and now while some wait for the Meta Quest 4, the previous generation is ready now and the systems are being adjusted to future that solution. To the best of my knowledge there are close to a billion people ready to globally start learning languages and that solution could soon be shown to classrooms and homeschoolers. Innovation is all in the mind and where it takes you. No AI was required. The real AI is between your own two ears, time to use it to show others what is possible.

So when others are seeing that there is a marker in Data validation and Data verification the BI industry might open up to a much larger field, we can only hope so because if I have to read another produced article on shipping where we see “standard deviation is a statistical measure of how spread out a set of data is from its mean (average)”, whilst the actual setting is “the difference between true North and magnetic North” I am gonna bloody lose it. And it could have been avoided if Data verification was actually working, but shipping is so out of touch with reality, isn’t it?

So whilst some might see this as a excellent setting to see what the Titanic actually looked like, there is a tidal wave of applications coming into that realm, I wonder who is seeing the options to innovate.

Have a great day, and as I see it, taking the plane (especially an airbus) might have its own lack of innovative applications according to some. So have a safe flight.

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December 1, 2025 · 03:03

Where’s the outrage?

That was the question I raised to myself when I got the news (at https://www.bbc.com/news/articles/c741mpdyw9no) where we see ‘Venezuela condemns Trump airspace closure warning’ with the text “Venezuela has condemned US President Donald Trump’s statement that the airspace around the country should be considered closed. The country’s foreign ministry called Trump’s comments “another extravagant, illegal and unjustified aggression against the Venezuelan people”.” President Trump might think he is a rockstar, but in what universe does he get to tell another country how to use its airspace? Is American in a state of war with Venezuela? And beyond that, between the United States and Venezuela there is Mexico, Guatemala, Honduras, Nicaragua, Costa Rica, Panama and Colombia. So where’s the outrage of the media condemning his word? We also get “Trump wrote on Truth Social: “To all Airlines, Pilots, Drug Dealers, and Human Traffickers, please consider THE AIRSPACE ABOVE AND SURROUNDING VENEZUELA TO BE CLOSED IN ITS ENTIRETY.”” Apart from this rather weird person to let go of his CAPS LOCK key, and when I see the text “Some Democratic and Republican members of the US Congress have expressed anger that Trump has not sought legislative approval.” And the operative word is ‘some’ the fact that President Trump is telling the people of Venezuela that their airspace is closed is weirdly appealing. For that matter, as America has (in light of yesterdays article) “U.S. Bureau of Economic Analysis announced Monday it will not publish the delayed initial estimate of third-quarter gross domestic product, originally scheduled for Oct. 30, due to a prior government shutdown” (source: Bitget) as such, as it is already a month late and might that report show (I have no idea what it shows) that the American GDP has now moved from first to third position? Would be a nice gesture that his beautiful bill is now set against a GDP lower then the EU. But that is for later. What I do despite is the absence of media reporting on the Venezuelan setting and reporting on where the American people have the seemingly right to close another nations airspace. Want to do that to China? That be a real joke, it will have 1.43 billion people laughing their pants of. 

And with the setting that comes next a few things are ‘loose’, we see “Trump’s comments come just days after the US Federal Aviation Administration (FAA) warned airlines of “heightened military activity in and around Venezuela”, leading to several major airlines suspending flights there. Caracas then rescinded their take-off and landing rights. Venezuela’s foreign ministry urged “the international community, the sovereign governments of the world, the UN, and the relevant multilateral organisations to firmly reject this immoral act of aggression”, in a statement on Saturday.” On second thought, where is the outrage of the United Nations? They are probably to busy scolding Israel for acting against terrorists. It is not the BBC article that has me outraged, it is the lack of media holding President Trump to account, at the very least they should scold him on the use of the CAPS LOCK key, but that might merely be my setting, or as my mother used to say, that is an issue that can merely be found between your two ears. And she might be right on the CAPS LOCK thing, but I digress, I am not alone in this. Venezuela also gave us “Venezuela’s foreign ministry urged “the international community, the sovereign governments of the world, the UN, and the relevant multilateral organisations to firmly reject this immoral act of aggression”, in a statement on Saturday.” And as far as I see, Venezuela is right, there is no official war called from either Venezuela or the USA and as far as I know, US Congress is not the one saber rattling. 

And it is the silence of the UN is even more annoying, I am not sure how useful they are, but their usefulness might have become a thing of the past. Any delay by them calling America to order is another day that the usefulness of the UN is now a thing of the past and global budgets can get go of the 130,000 people that work for these organisations, as well as cut the budgets of these people in New York, might be another let down of the economy in the USA. 

Overall I wonder where the media outrage is in all of this. For me there is no real setting for Venezuela, it is a country 15,272 km away from Sydney and its 28.3 million people have no call on me, or does it hold any interest to me, but I believe in any nation to exercise its freedom and the the skies over Venezuela belong to the Venezuelan people, not President Trump. Should he be closing it due to an impending war, then he forgot to tell US Congress about it and should the USS Gerald R Ford and the 15,000 soldiers start a war with Venezuela, they better be prepared to deal with the assistance that Venezuela might get from its neighbors Colombia, Guyana and heaven forbid Brazil. A setting that might be the start of World War III, all that because he wasn’t eligible for the Nobel peace price? So you might think that I am overreacting, but the setting is almost prime to that, with the setting so close to Cuba, the mission of Steve Witkoff, United States Special Envoy to the Middle East might have had a second setting when talking to the Russians in regards to the Ukraine. And the might be a little frightening, because this reminds me of the 1997 movie Wag the Dog, where the President of the United States is caught being inappropriate, and what happens when this is a different spin, one that takes focus away from the abysmal economic state America is at now? Is it too far fetched, or does this scenario sound eerily true?

I have no idea what is going on, but to send the USS Gerald R Ford and 15,000 troops tend to make people nervous, especially when it is this close to Cuba and I wonder why the BBC is not asking a few loud questions on this setting. And as we consider the setting “to combat drug trafficking” is an overreaction to say the least. It might be true that the BBC reported that “other leaders in the region have welcomed Trump’s stance”, so who are they, or is it merely the president of Argentina? The lack of media in all this should get all your outrage, because Latin America is merely one step away from WWIII. If Venezuela gets any support, that setting is merely one step away, if Russia at all gets involved (because of Cuba) that fence is brought down and in that case this world has a new problem and I reckon that to avoid this Steve Witkoff might have had a different agenda then the world was told about in Russia. So whilst the Guardian reported (4 days ago) ‘US representatives call for Trump envoy Witkoff to be fired after leaked Kremlin call’ I wonder if this ‘leak’ incurred so that no one considered closing at the Venezuela setting in all this. It is all speculation, but the 15,000 men and that dinghy called the USS Gerald R Ford to fight drug dealers seems like a massive overreaction, as such I wonder what truly is going on and the media absence to all this is making me wonder more and optionally is making my speculations a little more extreme than even I like it to be. 

In terms of end setting, it might need more ‘examples’ and in this I call for the Running Man, a movie after the 1982 book by Richard Bachman (not the Vancouver hockey goalie), in this Arnold Schwarzenegger takes the lead as a blamed police officer. It is relevant as the movie starts with:

“By 2017, the world economy has collapsed. Food, natural resources and oil are in short supply. A police state, divided in paramilitary zones, rules with an iron hand”

considering that Richard Bachman wrote this 43 years ago, it is interesting that he is off by less than a decade. Quite the achievement if you ask me (I know, no one asks). But that setting is seen all over this field and Venezuela isn’t even the largest setting here, but it all adds up to that story and we are given these ‘truths’ by two movies is a little too awkward to consider. 

You all have a nice day, 360 minutes until breakfast for me.

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November 30, 2025 · 08:50

When politicians become delusional

That is what I saw two days ago when the BBC gave us (at https://www.bbc.com/news/articles/cq8dq47j5y8o) ‘South Africa hits back after Trump says US won’t invite it for G20 next year’ the article gives us the setting “South Africa’s President Cyril Ramaphosa has described as “regrettable” the announcement by US President Donald Trump that South Africa would not be invited to take part in next year’s G20 summit in Florida. In a social media post, Trump said South Africa had refused to hand over the G20 presidency to a US embassy representative at last week’s summit in Johannesburg.” As well as “Ramaphosa said in a statement that the US had been expected to participate in the G20 meetings, “but unfortunately, it elected not to attend the G20 Leaders Summit in Johannesburg out of its own volition”. He however noted that some US businesses and civil society entities were present. He said that since the US delegation was not there, “instruments of the G20 Presidency were duly handed over to a US Embassy official at the Headquarters of South Africa’s Department of International Relations and Cooperation”.” There is as I personally see as I see it a second reason. Is the reason perhaps that America is in such a disastrous financial situation that he felt compelled to evade the G20? He can approach the entire setting to the press with ‘Quiet piggy’ settings, but the 15 strongest economies can not be answered in that same manners. There he has to answer and his department of War and the house of missing coins can’t shield him from that. This year Canada took home the beef, the champagne and the bacon. Next year? That is something he is unwilling to face at present. He needs to be reinsured that all the trillions that are changing between hands over 7 companies will do him good and at present the setting of Stargate is currently set at a economic windfall of minus 500 billion and that was not what he advertised a year ago and it is merely one of several failures. And at present these 7 big bloated companies are at best bringing in 3% of what is required (an inaccurate presumption) but that setting is what he is looking at and at present there is no upside to the numbers of 2027 and 2028. 

The image above was shown in LinkedIn, I never thought of it this way, where we see “The entire U.S. economy right now is seven companies sending one trillion back and forth to each other” that is how it could be seen (credit of image unknown) but is that GDP revenue? I reckon that some might validly disagree and that is before you consider what OpenAI is costing America and Microsoft (at 3% revenue it isn’t really an asset is it?)

And beyond that tourism is falling flat, and America is representing itself to be nothing more than a third world country, the president of the United States is likely to be marginally better than South Africa or Argentina, making it 17th place at best. The GDP setting in December 2024 (which was 29185) will be seen as a jolly time, by next year America is likely (a clear speculation) to be less than 13913 making it a little more fortunate than India which manages this at 5 times the population. Would you gathers in that crowd after you proclaimed year after year that America was doing so well? The defense industry is losing revenue, tourism is down massively and that Oxford Economics report stating that it is costing America $50 billion, which is 400% worse than the numbers we see thrown in the media. Then jobs are down and as I see it retail is massively down. in addition we see Aluminum smelters are down, only 4 in 24 are operating. They cannot deal with the unsustainable operating cost and that list goes on. So what happens when soda cans become an issue? American dream states are set to operate a soda can, opening it and drinking it (in the Miami sun), so I reckon that 2026 will bring its own entertainment to behold and at present , I reckon that President Trump is merely showing up to do some photo moments, so who will be ‘advocating’ how well America is doing?

I reckon it sucks to be the the man in charge at the Federal Reserve. And only 8 hours we were given “Federal Reserve has managed to push up bank reserves for 4 weeks now, but they’re running out of tools in the toolbox and will soon have to resume asset purchases, euphemistically called “QE” for quantitative easing, i.e., money printing:” (source: E.J. Antoni, Ph.D.) so as we accept that Jerome Powell is (for now) the Chair of the Federal Reserve of the United States. I cannot recall that America has given any voice to the effects (or benefits) of Quantitive Easing. So is it real? What is Jerome Powell up to? It is a fair question as President Trump doesn’t really understand economics, optionally even less than me. As I see it, he filed for bankruptcy 6 times, the last time was due to the 2008 mess, so if people argue 5 times I would accept that. As I see it, he needed to make Jerome Powell his best friend and seek his assistance in avoiding the setting America is facing these days. And my smirking sense of humor (an evil one) is wondering if America can even afford hosting the 2026 G20 summit. As I see it (and I might definitely be wrong) is that America is using South Africa to get the 2026 setting taken away from them. As I see it, Canada or the EU is a much better place in 2026. There might be a reason to hope for Canada, as he will see it as a reason to make the speculative statement that he is leaving the G20 to his 51st state (making Canadians angry to say the least). 

But as I see it, I actually don’t know. And I reckon that most DML systems cannot either as this setting has never taken place before, the American economy is in an mess and not a good one.

This is what you call the perfect setting to be hosting the G20 in 2026, apparently in Miami, so order your sodas in advance. 

Is there more bad news, is countered by me with ‘Does there need to be?’ A setting that is voiced by many. As I see it, the GDP in 2023 The gross domestic product (GDP) for the Los Angeles metro area was approximately $1.30 trillion in 2023, now we know that Los Angeles had dreadful fires, but the current situation isn’t helping and what will California report in revenue for 2024 and 2025? We will know some of these numbers in December, giving a lot more visibility to the hardship America is facing and there is no hiding from those numbers (playing them will be worse). America is stopping to be a great place to be and as I see it, there aren’t too many countries lining up to be their friend at present. Trump squashed that route of healing too.

Have a great day, I am almost late for breakfast.

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November 27, 2025 · 04:39

The sound of war hammers

It is a specific sound, nothing compares to that and it isn’t entirely fictional. Some might remember the Walter Hill movie Streets of Fire (1984) where two men slug it out with hammers, but that is not it. When a Warhammer slams into metal armor, the armor becomes a drum and that sound is heard all over the battlefield (the wearer of that armour hears a lot more than that sound) but is distinct and I reckon that some of those hammer wielders would have created some kind of crescendo on these knights. So that was ‘ringing’ in my ears when NPR gave us ‘Here’s why concerns about an AI bubble are bigger than ever’ a few days ago (at https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers) and what will you know. They made the same mistake, but we’ll get to that.

The article reads quite nicely and Bobby Allyn did a good job (beside the one miss) but lets get to the starting blocks. It starts with “A frothy time for Huang, to be sure, which makes it all the more understandable why his first statement to investors on a recent earnings call was an attempt to deflate bubble fears. “There’s been a lot of talk about an AI bubble,” he told shareholders. “From our vantage point, we see something very different.”” So then we get three different names all giving ‘their’ point of view with ““The idea that we’re going to have a demand problem five years from now, to me, seems quite absurd,” said prominent Silicon Valley investor Ben Horowitz, adding: “if you look at demand and supply and what’s going on and multiples against growth, it doesn’t look like a bubble at all to me.” Appearing on CNBC, JPMorgan Chase executive Mary Callahan Erdoes said calling the amount of money rushing into AI right now a bubble is “a crazy concept,” declaring that “we are on the precipice of a major, major revolution in a way that companies operate.” Yet a look under the hood of what’s really going on right now in the AI industry is enough to deliver serious doubt, said Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy.” All three names give a nice ‘presentation’ to appease the rumblings within an investor setting. Ben Horowitz, Mary Callahan Erdoes and Paul Kedrosky are seemingly mindset on raking in whatever they can and then the fourth shines a light on this (not in the way he intended) we see “Take OpenAI, the ChatGPT maker that set off the AI race in late 2022. Its CEO Sam Altman has said the company is making $20 billion in revenue a year, and it plans to spend $1.4 trillion on data centers over the next eight years. That growth, of course, would rely on ever-ballooning sales from more and more people and businesses purchasing its AI services.” Did you see the setting. He is making 20 billion and investing $1.4 trillion, now that represents a larger slice and the 20 billion is likely to make more (perhaps even 100 billion a year. And now the sides of hammers are slamming into armour. That still will take 14 years to break even and does anyone have any idea how long 14 years is and I reckon that $1.4 trillion represents (at 4.5%) implies that the interest is $63,000,000,000. That is almost the a year of revenue and that is the hopefully glare if he is making 100 billion a year. So what gives with this, because at some point investors make the setting that the formula is off. There is no tax deductibility. That is money that is due, the banks will get their dividend and whomever thinks that all this goes at zero percent is ludicrously asleep and that is before the missing element comes out. 

So then in comes Daron Acemoglu with “A growing body of research indicates most firms are not seeing chatbots affect their bottom lines, and just 3% of people pay for AI, according to one analysis. “These models are being hyped up, and we’re investing more than we should,” said Daron Acemoglu, an economist at MIT, who was awarded the 2024 Nobel Memorial Prize in Economic Sciences.” He comes at this from another angle and gives us that we are investing more than we should. All these firms are seeing the pot at the end of the rainbow, but there is the hidden snag, we learned early in life that the rainbow is the result of sunlight on rainwater and it is always curves t be ‘just’ beyond the horizon and it never hits the ground and there will be no pot of gold at the end of it according to Lucky the Leprechaun (I have his fax number) but that was not the side I am aiming for, but it gives the idiocy we see at present. They are all investing too much into something that does not yet exist, but that is beside the point. There are massive options for DML and LLM solutions, but do you think that this is worth trillions? It follows when we get to “Nonetheless, Amazon, Google, Meta and Microsoft are set to collectively sink around $400 billion on AI this year, mostly for funding data centers. Some of the companies are set to devote about 50% of their current cash flow to data center construction.

Or to put it another way: every iPhone user on earth would have to pay more than $250 to pay for that amount of spending. “That’s not going to happen,” Kedrosky said.” This comes from Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy, and he is right. But that too is not the angle I am going for. But there are two voices, both in their field of vision, something they know and they are seeing the edges of what cannot be contained, one even got a Nobel Memorial Prize for his efforts (past accomplishment) And I reckon all these howling bitches want their government to ‘safe’ them when the bough breaks on these waves. So Andy Jassy, Sundar Pichai, Mark Zuckerberg and Satya Nadella (Amazon, Google, Meta and Microsoft) will expect the tax system to bail them out and there is no real danger to them, they might get fired but they’ll survive this. Andy Jassy is as far as I know the poorest of the lot and he has 500 million, so he will survive in whatever place he has. But that is the danger. The investors and the taxpayers (you and me) get to suffer from this greed filled frenzy. 

But then we get “Analyst Gil Luria of the D.A. Davidson investment firm, who has been tracking Big Tech’s data center boom, said some of the financial maneuvers Silicon Valley is making are structured to keep the appearance of debt off of balance sheets, using what’s known as “special purpose vehicles.””, as well as “The tech firm makes an investment in the data center, outside investors put up most of the cash, then the special purpose vehicle borrows money to buy the chips that are inside the data centers. The tech company gets the benefit of the increased computing capacity but it doesn’t weigh down the company’s balance sheet with debt.” And here we get another failure. It is the failure of the current administration that does not adapt the tax laws to shore up whatever they have for whatever no one has and that is the larger stakeholder in this. We get this in an example in the article stating “Blue Owl Capital and Meta for a data center in Louisiana”, this is only part of the equation. You see, they are ’spreading the love’ around because that is the ‘safe’ setting and they know what comes next. You see the Verge gave us ‘Nvidia says some AI GPUs are ‘sold out,’ grows data center business by $10B in just three months’ (at https://www.theverge.com/tech/824111/nvidia-q3-2026-earnings-data-center-revenue) and that is the first part of the equation. What do you think will power all this? That is the angle I am holding onto. All these data centers will need energy and they will take it away from the people like you and me. And only 4 hours ago we see ‘Nvidia plays down Google chip threat concerns’ and it is all about the AI race, which is as I said non-existent, but the energy required to field these hundreds of thousands of GPU’s is and no one is making a table of what is required to fuel these data centers because it is not on ‘their plate’ but the need for energy becomes real and really soon too. We do not have the surplus to take care of this and when places like Texas give us “Electricity demand is also going up, with much of it concentrated in Texas due to “data centers and cryptocurrency mining facilities,”” with the added “Driving the rise in wholesale prices next year is primarily a projected 45% increase at the Electric Reliability Council of Texas-North pricing hub. “Natural gas prices tend to be the biggest determinant of power prices,” the EIA said. “But in 2026, the increase in power prices in ERCOT tends to reflect large hourly spikes in the summer months due to high demand combined with relatively low supply in this region.”” Now this is not true for the whole world, but we see here a “projected 45% increase” and that is for 2026. So where are these data centers, what are their energy surpluses and what is to come? No one is looking at that, but when any data centre is hit with a brownout, or a partial and temporary drop in voltage in an electrical power supply. When that happens any data centre shuts down, energy is adamant for all its GPU’s and their better not we any issue with energy and I saw this a year ago, so why isn’t the media looking into this? I saw one article that that question was not answered and the media just shoved it aside, but as I see it, it should be on the forefront of any media setting. It will happen and the people will suffer, but as I see it (and mentioned) is that the media is whoring for digital dollars and they need their advertisement money from these 4 places and a few more, all ready for advertisement attention and the media plays ball because they want their digital dollars (as I personally see it).

So whilst the NPR article is quite nice, the one element missing is what makes this bubble rear its ugly head, because too many want their coins for their effort and it is what is required. But what does the audience require? And the audience is you an me dear reader. I have set a lot of my requirements to energy falling short, but there is only so much I can do and it is going to be 32 degrees (celsius) today, so what happens when the energy slows down for 5.56 million people in Sydney? Because the Data centers will make a first demand from their energy providers or they will slap a lawsuit worth billions on that energy provider. And we the people (wherever we are) are facing what comes next. Keeping data centers cool and powered whilst we the people boil in our own homes. As such that is the future I am predicting and people think I am wrong, but did they make the calculation of what these data centers require? Are they seeing the energy shortfalls that are impeding these data centers? And the energy providers will take the money and the contracts because it won’t coexist to this, but that is exactly what we are facing in the short run and the investors? Well, I don’t really care about them, they invested and if you aren’t willing to lose it all with a mere card to help you through (card below), you aren’t a real investor, you are merely playing it safe and in that world there are no bubbles.

Remind me, how did that end in 2008? The speculated cost were set to $16 trillion in U.S. household wealth, and this bubble is significantly larger than the 2008 one and this time they are going all in on money, most of them do not have. So that is what is coming and my fears do not matter, but the setting that NPR gives us all with ‘Here’s why concerns about an AI bubble are bigger than ever’ matters and that is what I see coming.

So have a great day and never trust one source, always verify what you read through other sources. That part was shown to be when we all see (from various sources) that “The United States is on track to lose $12.5 billion in international travel spending this year” whilst my calculations made it between 80 and 130 billion and some laughed at my predictions a few months earlier and I get that. I would laugh too when those ‘economics’ state one amount and I come with a number over 700% larger. I get that, but now (apparently) there is an Oxford economics report that gives us “Damning report says U.S. tourism faces $64 billion blow as Trump administration’s trade wars drive away foreign visitors and cut spending”, so I have that to chase down now, but it shows that my numbers were mostly spot on, at least a lot better than whatever those economics are giving you. So never trust merely one source even if they believe to be on the right track. But that is enough about that and consider why some bubble settings are underexposed and when you see that the NPR gave you three additional angles and missed mine (likely not intentional) consider what those investment firms are overseeing (likely intentional) because the setting that they are willing to lose 100% is ludicrous, they have settings for that and as the government bailed them out the last time, they think it will save them this time too.

Have a great day today, I need an ice cream at 4:30 in the morning. I still have some, so yay me.

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November 25, 2025 · 12:56

The Rock of stars

That is the setting we see and it matters. The BBC gives us (at https://www.bbc.com/news/articles/cx2ek2d9y61o) ‘Carney says trade talks with Trump to resume ‘when it matters’’ with the underlying “Asked when he last spoke to Trump, Carney responded: “Who cares? It’s a detail. I’ll speak to him again when it matters.” The prime minister’s remarks come after trade talks were derailed last month when Trump took offence at an anti-tariff advertisement featuring Ronald Reagan, which was aired by the province of Ontario.” It is the “Who cares?” That mattered. It had the Canadians in stitches, but the underlying truth is also there. America is done for under this administration. We all have heard how ‘Canada’ does not mean anything to President Trump except as a 51st state. And the Canadians are pissed and that is merely the beginning. But as the American administration thought that they had an upcoming minion and under Prime Minister Mark Carney Canada is showing itself to be the one nightmare you do not want to mess with and It is costing America nearly everything they have to stop this doom-setting from unfolding. 

In other news we are given (by CBC at https://www.cbc.ca/news/politics/ottawa-alberta-mou-energy-pipeline-9.6990768) ‘Ottawa, Alberta agree to broad outlines of energy deal, including support for pipeline’ where we see “Prime Minister Mark Carney and Alberta Premier Danielle Smith have agreed to the broad outlines of a memorandum of understanding that would give Alberta special exemptions from federal environmental laws and offer political support to a new oil pipeline to the B.C. coast, CBC News has learned. The deal is set to be formally announced at a joint Carney-Smith news conference in Calgary on Thursday.” In this setting there is no America and with this there is an additional setting that gives Vancouver additional revenue streams and none of it is going to America. And hours ago CBC gives us ‘Carney, Modi agree to launch negotiations on new Canada-India trade deal’ with the text “In a social media post published Sunday afternoon, Carney said a trade deal could double Canada-India trade to $70 billion.” This comes after the UAE deal made and that puts Canada as the front runner for a massive revenue gain in several ways and whilst the Canadian Conservative Party gives us (via CTV) “Conservative MPs slammed Prime Minister Mark Carney Monday over dismissive comments he made recently when asked about stalled trade talks with U.S. President Donald Trump. While taking questions from reporters in Johannesburg on Sunday, Carney was asked when he last spoke with Trump and replied, “Who cares?” “I look forward to speaking with the president soon, but I don’t have a burning issue to speak with the president about right now,” he said. “When America wants to come back and have conversations on the trade side, we will have those discussions.”” This comes even as the latest information is given that another impeachment trial is awaiting President Trump before Christmas. As such the ‘who Cares’ seems spot on, whatever deal can be made will not happen this year and in the meantime Prime Minister Carney has already two victories and whilst the Star (that one from Toronto) gives us (at https://www.thestar.com/business/opinion/while-an-erratic-trump-ignores-canada-carney-quietly-cements-international-investments-elbows-up-indeed/article_bdbeeb99-7691-4118-8c09-dff12fa0927e.html) ‘While an erratic Trump ignores Canada, Carney quietly cements international investments. Elbows up, indeed’ where we see “It’s been about 10 months since U.S. President Donald Trump declared economic war on Canada, and there has been no progress in ending the debacle. That failure is not Canada’s fault. Trump is playing another of his games with us, this time giving us the silent treatment.” In the meantime Canada and its Prime Minister got to work (elbows up they call it) and made deals with world leaders attending the G20, that is that trade show that President Trump ignored, or he misplaced his invitation. But he is not there, as such Canada is making deals. So whilst the haters and devoted ‘Conservative Party members’ call ‘Wasting money’ This PM is making deals that will push new boundaries in revenue for Canada, making it a profitable country for its citizens. So whilst the the Trump administration is currently keen to scrap the trilateral trade deal among the U.S., Canada and Mexico, Canada is making new deals with Mexico that makes America (kinda) irrelevant. Its all in a days work for the formerly known Marky Mark of the British bank. And as a former Governor of the British Bank he knows who is guarding the coffers of their respective nations and Canada is making headway to nearly all of them. Another loss for America.

And the Financial Post (at https://financialpost.com/news/carney-world-us-stresses-new-ties) gives us ‘Carney says world can move on without U.S., stresses new ties’ with the supporting text “Prime Minister Mark Carney said the world can make progress on a range of issues without the U.S., and that consensus reached at a Group of 20 leaders’ meeting in Johannesburg this weekend carries weight despite a boycott by United States President Donald Trump’s administration.” And as I personally see it, the G20 that could have ‘saved’ America in more than one way is now the stage where America is made irrelevant. OK, irrelevant is perhaps a bit strong, but the setting that these 18 world leaders are happy not having to dance with President Trump is almost the centre stage as the media gives this to us. As such we are given “After a Nov. 20 meeting in Abu Dhabi with United Arab Emirates President Sheikh Mohamed bin Zayed, the Gulf country committed to investing $70 billion in Canada, Carney said, without providing specific details. That’s the biggest investment pledge Canada has ever received. “We’re signing new deals and finding new investors to fuel our plans for Canada’s economic ambition,” he said. “We’ll expand trade and catalyze investment in increased partnerships across a range of areas from AI to energy in the Indo-Pacific and Europe.”” As I see it, it is the better part of a $140 billion deal that America missed out on, and they could really afford losing this much (that part was sarcasm for those who fail to recognise it). As I personally see it, Mark Carney came at the right time and now Canada is the frontrunner as an investment partner. As investments I can see one other place. Oracle, as I see it Oracle has only 2 data centers and they will need a third one if I understand the settings from America correctly. Microsoft has to open its data-gates to Federal authority and when that really happens many will scream and seek other venues outside of the US and Oracle might be the better solution there too. So as I see it, there is plenty of investment to come and that would never have happened under Pierre Poilievre, so he can campaign all he wants, but the Canadian people are on to him and he doesn’t stand a chance against Mark Carney. So there is a larger setting where America is becoming irrelevant and mostly done by there own actions and Mark Carney saw the opportunity for Canadians and he is grabbing that with both hands. 

So the haters can throw whatever they want on social media, but we all know better (even the Commonwealthian people outside of Canada) Carney is gold, he is the Rockstar of Canada, even Stevie Nicks and Celine Dion agree (my presumption) and as we see this, he is also becoming the Rock of Stars in the global political community, they all want their selfie with him.

Have a great day, I am closing in on the midweek, a mere 11 hours to go.

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