Tag Archives: BBC

The deluded new congregation

That is the thought I had when I looked at ‘AI challenges the dominance of Google search’ (at https://www.bbc.com/news/articles/c1dx9qy1eeno)  where we see a picture of a pretty girl and the setting that “Like most people, when Anja-Sara Lahady used to check or research anything online, she would always turn to Google. But since the rise of AI, the lawyer and legal technology consultant says her preferences have changed – she now turns to large language models (LLMs) such as OpenAI’s ChatGPT. “For example, I’ll ask it how I should decorate my room, or what outfit I should wear,” says Ms Lahady, who lives in Montreal, Canada.” It seems like a girly girly thing to do (no judgement) but the better angels of our nature, stated by Abraham Lincoln in his 1861 inaugural address requires reliability and the fake AI out there doesn’t have it, it is trained on massively inaccurate data, some sources give us that Reddit and Wikipedia is the main source of trained data in excess of 60%, whilst it uses Google data for a mere 23.3%, as such your new data becomes a lot less accurate and when I seek information, I like my data to be as accurate as possible. And of course she adds a little byline “Ms Lahady says her usage of LLMs overtook Google Search in the past year when they became more powerful for what she needed. “I’ve always been an early adopter… and in the past year have started using ChatGPT for just about everything. It’s become a second assistant.” While she says she won’t use LLMs for legal tasks – “anything that needs legal reasoning” – she uses it in a professional capacity for any work that she describes as “low risk”, for example, drafting an email.” I would hazard the thought that she wasn’t even old enough to touch a keyboard when she ‘early adopted’ Google. We now see more and more the setting that influencers (to be) will shout the “AI vibe” but the setting is nowhere near ready and whilst we look at the place, consider that she might be doing it in French (Montreal, Canada) so where is the linguistic setting in all this BBC? So whilst we get “A growing number are heading straight for LLMs, such as ChatGPT, for recommendations and to answer everyday questions.” My thought is ‘A what cost to our private data?’ And then the BBC makes a BOOBOO. We are given “Traditional search engines like Google and Microsoft’s Bing still dominate the market for search. But LLMs are growing fast.” A booboo? Yes, a booboo. You see Microsoft Binge holds a mere 4% market share whilst Google has 90%, this story is nothing less than a fabricated setting with a few people dancing to the needs of Suzanne Bearne, the technology reporter. What? Nothing to write about?

I did very much like the statement “Professor Feng Li, associate dean for research and innovation at Bayes Business School in London, says people are using LLMs because they lower the “cognitive load” – the amount of mental effort required to process and act on information – compared to search.” I am willing to accept it as the sheepish hordes are all going towards the presented bright light of ChatGPT, but nothing more than that. I wonder when people will learn that the AI trains are not that, nothing like AI trains and for the most they seem to be the presented solutions that faster is better, but the tracks are not that reliable at present and they forget to give that view on the setting of that some laughingly call AI. And the end of this article does give an interesting ploy. It comes with:

“Nevertheless, Prof Li doesn’t believe there will be a replacement of search but a hybrid model will exist. “LLM usage is growing, but so far it remains a minority behaviour compared with traditional search. It is likely to continue to grow but stabilise somewhere, when people primarily use LLMs for some tasks and search for others such as transactions like shopping and making bookings, and verification purposes.”” That sounds about right and it comes with a dangerous hangnail. It becomes a new setting where phishers and hackers can get into the settings of YOUR data, because there is always a darker side and that side is brighter than getting Google to surrender what they have and often it is not laden with identity markers, but then I could be wrong. 

So whilst some will like the new congregation, the dangers of that new congregation is not given to you by the media, because caution does not translate to digital dollars, but flames of disruption are. Just keep that in mind.

Have a great day.

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Who are they kidding?

That was what I was thinking when I got the following news articles. First there was ‘Rubio says US and Europe ‘belong together’ despite tensions’ (at https://www.bbc.com/news/articles/c2lrdq47149o), which is astounding as Rubio’s administration wanted to court someones else’s partner, fuck that partner and take whatever they could get (which is my version of the state of affairs) and I am pretty certain all Danes see it in the same way. So when we get “The US secretary of state told the Munich Security Conference: “We do not seek to separate, but to revitalise an old friendship and renew the greatest civilisation in human history.”

He criticised European immigration, trade and climate policies, but the overall tenor of the closely-watched speech was markedly different to Vice-President JD Vance’s at the same event last year, during which he scolded continental leaders.” I personally see the setting of “the overall tenor of the closely-watched speech was markedly different to Vice-President JD Vance” is (as I personally see it) set in two ways. The first way is that America is now ‘scared’ that like Canada, the EU will tighten trade settings with China and that ends a few things right there and right quick. The second one is that they are also worried that cash will run out before this administration leaves the White House, something that is becoming a real fear for them. They make claims on the ‘massive’ wins their economy is making, but the American people aren’t seeing that. Moreover, big tech just shed 165,000 people and at least 127,000 were let go in 2025. All these people need jobs and these jobs aren’t coming (back) and that is before you take into account what damage the hospitality is showing. The larger settings here are numerous ways that certain people aren’t being made aware of. Al Jazeera gives us ‘The US economy seems strong after a year of Trump, but is it really?’ (at https://www.aljazeera.com/economy/2026/1/19/the-us-economy-seems-strong-after-a-year-of-trump-but-is-it-really#) where we see “experts say, is that the stock market boom has helped to mask deeper underlying problems in the economy.” As well as “despite the impressive GDP numbers, that growth is not being accompanied by an increase in hiring. While hospitality and healthcare added workers last year, retail, manufacturing and construction – sectors that rely heavily on migrants – all shed jobs.” So basically these tech companies are doing decently well because they shed 127,000 jobs. Costs down, profits up. That is how I see it. And that is the preamble of a brain-drain, because the people need jobs and they will work for whomever pays them. And these so called ‘high potential workers’ will accept a job at ADNOC (or Aramco) to provide for their families, as such the brain-drain begins and they are nervous, because the Europeans are in pretty much the same setting and it is an employers market now. They will take the best for the jobs (as well as a few other reasons) and at that point the people will go where they are needed. And this is merely an example using two corporations. 

The second article was also from the BBC (at https://www.bbc.com/news/articles/cjrq2r9y278o) where we see ‘‘Trump will be gone in three years’: Top Democrats try to reassure Europe’ and as I see it, it is too late for that. They elected a president that made a mess of things, he is accused of appeasing Russia and has tried to take their lands and threaten them. There is something seriously wrong in the areas of the Unites States of America. So whilst they hear ““If there’s nothing else I can communicate today,” California Governor Gavin Newsom said at a conference event on Friday, “Donald Trump is temporary. He’ll be gone in three years.”” 

And there is the realisation that in three years there might not be a United States of America left. The mess is too intense, the chaos is unabating and the American administration mess with their ICE and other settings like the U.S. Customs and Border Protection (CBP) issues, the VISA integrity issues, the alleged data phishing settings and that is merely the first setting. It will take the best part of a decade to optionally win back Europe and the Commonwealth and they don’t have that kind of time. They too have their issues and together it might have worked out. With this administration the Commonwealth and the EU are seeing a non-option in play and that is the setting China has been waiting for. When China has the ear of the EU and the Commonwealth there is every chance that it will dump whatever bonds of the US treasury it has left and push the USA over the edge. That is an actual real fear that Wall Street has and the sugar coated messages does not alleviate that fear (like the Disney Credit Card). So these two settings are in the back of the minds of the shakers of the EU and the Commonwealth. So whilst we get ““The reason we’re here is to provide reassurance that we understand how important our European allies are,” Democratic Senator Jeanne Shaheen of New Hampshire said.” Their nation has elected a president who does not feel that way and that is the reality for the EU and the Commonwealth for at least three more years. A setting that seems to be lost on these people, or they might not be able to fix that problem. So after the first failed attempt to impeach him, he was convicted of 34 felony counts, he was reelected and makes a bigger mess of things and there is nothing the other side can seemingly do. As such the EU and the Commonwealth have had enough of that and they are looking for other options and in the back there is China looking at what is in it for them. And as I personally see it, China is merely one slam-dunk away from total victory. If the setting of “The EU faces a significant trade deficit, which exceeded €300 billion in 2024, prompting calls for more balanced trade.” I reckon that if China finds a solution when that deficit is lessened by at least €250 billion, the EU will consider that move and it will not be too costly for China either. Because the open door will give rather large opportunities and should their solutions be brought to the Middle East and the EU, China will be getting the better part of the deal, whilst diminishing the current footprint the USA has on these two regions. A setting that most fear, or they are in dubio because of what the USA ‘spouts’ (as the term goes) but the larger setting is out in the open and the actions of this President aren’t helping anyone, least of all the people of the United States and as I see it, should PM Mark Carney take the lead and set the trades in a prosperous setting towards the EU (and Canada of course) The Republicans and the United Stated are truly done for. Consider this nightmare, Microsoft out, LibreOffice and Tencent technology in. That could be a 20-40 billion a year hit to Microsoft and connected services. Then we get American Tower Corporation out and Huawei in. That is not a given, but the likelihood of that happening becomes more and more realistic, the actions of this America Administration is making this so and the American Tower Corporation is set to 149,000 communications sites and nearly 107,000 properties internationally. Now this will not go in a day, or even a year, but when these two, merely these two corporations shed 10%-20% revenue. It is my believe that the US Debt will strangle America within 2-3 years. That is the one setting no one is looking at and now that China has a dialogue with PM Mark Carney and Ursula von der Leyen that setting becomes as real as it can be. The question is how ready is China to take that lead, or perhaps they want to wait a year for the setting of the USA to become almost desperate, because there is only so much the USA can hide in papers and they are running out of space. 

Am I a doom speaker? I am speculating to a larger extent, but who knew that these two companies could throttle the USA? Who saw the Microsoft v OpenAI break up coming? Just simple questions that should be on the forefront of many minds and the problem is that the media is no longer to be trusted, it goes against their need for the digital dollar. The clickbait hype that too many media are focussing on. So where is the real news? Who had heard of the American Tower Corporation? Simple questions really. 

So have a great day and consider that Coffee with cream and sugar is written as “加奶油和糖的咖啡” till next time.

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Where is the edge?

That was where I was, I had no idea what to write about for the first time in 11 years, but fortunately the BBC helped me out in two occasions. The first one (at https://www.bbc.com/news/articles/crkrkd2xlx6o) gives us ‘YouTube’s $60bn revenue revealed amid paid subscriber push’, which his not surprising. The people who initially turned down that offer must befitting themselves over the head with this. So when we see “The figure, which totals the money generated through advertising on YouTube as well as paid subscriptions, far surpasses streaming rival Netflix’s $45bn revenue. It appears to be the first time Google has individually highlighted its video platform’s yearly revenue since acquiring it in 2006.” I reckon that all these data centres require Google (aka Alphabet) to show that they are doing well in regards to other expenses. So when we see ““YouTube is one of – if not the – most-used of all digital offerings, with over 70% of international consumers using it weekly, and over 50% using it daily,” she told the BBC, citing Midia consumer survey data. Kahlert said the different ways the platform makes money – such as through adverts, or charging a monthly subscription to remove them – means it can “capitalise well” on its large audience.” And I reckon it is a way to thwart Netflix with “Netflix has recently sought to ink deals with content creators, including popular YouTubers, in an effort to boost its own offerings.” I reckon that a company getting 33% more revenue than their competition is a decent way to thwart that setting. But what am I thinking? You see, there is more in play here and I reckon that Google will let us now that as soon as they are ready. Perhaps they might be considering the stage I gave with Augmented Reality in malls. You see, malls need an overhaul and rather quick. The eyes of the consumers are too adjusted to malls and at present one mall is as good as another (with the exception of Harrods and the Dubai Mall I think) but outside of these two, they are nearly all the same and an overhaul is required. I think that there is a new level of revenue coming from that, but what do I know?

I think that the optional damage that Netflix might bring and the Data Centre setting is reason why we now see YouTube revenue and that also brings a decent danger, because stable isn’t sexy and the revenue require an annual boost, but how? That is the setting when you make $60,000,000,000 per year and when you consider that this is $500M per month and when that falls down with an expected quarter not being reached, the game changes and that might have been the reason why Google never gave that number, so either Google is stretched too think with the Data Centres, or Netflix is making headway into YouTube content creator. I don’t know which one and it might be both to some degree. 

What is a given is that Google needs to look into new areas of advertising and digital awareness creation. I gave then (via my blog) more than one solution for over two years, so it is up to them to pick up that ball. Pretty simple, not?

But there is more to consider, you see Nintendo just announced (at https://www.bbc.com/news/articles/ckglk543x3go) that ‘Nintendo Switch becomes gaming giant’s best-selling console in history’ with “The Switch is now the best-selling Nintendo console in history, having surpassed 155 million sales since it launched in 2017.” As such, Nintendo is just short 5 million from the Sony achievement and Sony had 25 years to get here, Nintendo did it in only 8, so it is a given that the Switch will break the PS2. That is not a bad thing for the PS2, it was surpassed by the PS3, PS4 and PS5. It had its day, for me it was more important to see Microsoft fall down to a lousy third place with nowhere near the numbers Nintendo or Sony had to give ad I am still ager to dwindle it down to 4th position, but that requires a few people to move their asses in gear. And with Tencent, the chances are that Microsoft will end up in 5th place. They would be the worthy winner of the wooden spoon (I have a nasty sense of humor).

But this could also drive Googles ‘revenue’, or at least a more global awareness. You see, what I saw as a Sony setting (which they never pushed for) is now up to Google. The option for your Google account to link a secondary account, a gaming account where the gamer decides whether they are openly linked or not. With the secondary account that gives the goods on your gaming settings to an account site and connecting with your friends there so that you have complete communications with them (or not) and show off your achievements in that page and it could connect to all your consoles, so you get a Nintendo account, A Sony account ad a streaming account. (Amazon Luna, Tencent) so now you have your abilities online too, and it is one directional, from the console TOWARDS the account. The same account, but a distinguisher whether it is Nintendo (1), Sony (2), or Streaming (3). And you can set a singular connect (Sony people only see your Sony dealings) and you can add the other accounts to that, with the stage that they are connected over all the devices or not. This gives Google a large benefit towards gaming advertisement and so on. And as Google gets more and more data, the gaming setting becomes more and more important. But it should be left to the gamer if they want that connection open or not. No matter what is done, Google wins and so do the gamers. Because the gamer is central in this. I am weirded out that Google seemingly never considered that, especially as they left billions on the floor with the Google Stadia. But that isn’t really my concern.

What does matter that with the publication of the YouTube revenue, more players will come because they want to capture their grains for greedy purposes. I am considering that like the revenue display, the advertisement revenue and gaming revenue will enable this isn advertisement too much, It is becoming a behemoth of revenue and these ‘princes’ of advertisement (lets call them Mad Men Wannabe’s) are too willing to strike into anything that they can exploit, but that might be merely my distrustful personality. So you all have a great day today. I am melting in the evening with 30 degrees and no relief for me in sight until 06:00.

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Counterpart of the equation

I saw something this morning that made me giggle. The Sydney Morning Herald (at https://www.smh.com.au/business/banking-and-finance/trump-sues-america-s-biggest-bank-and-its-billionaire-ceo-20260123-p5nwep.html) gives us ‘‘Blacklist’: Trump sues America’s biggest bank and its billionaire CEO’ where we see “President Donald Trump sued JPMorgan Chase & Co. and its billionaire chief executive officer, Jamie Dimon, for at least $US5 billion ($7.3 billion) over allegations that the lender stopped offering him and his businesses banking services for political reasons.” Like a toddler crying that mommy isn’t giving him a popsicle. I personally believe that there is another reason, but that is not how President Trump flies. No, his ego isn’t ready for that yet. Although should the EU collectively dump the US treasury bonds they have he will cry different tune. I was aware of the danger for over 12 years, but David Kelly at JP Morgan gave us (around January 9th) that the USA is going slowly broke and the tantrums that President Trump has been handing out all over the place doesn’t help. Tourism down, Commerce down, services basically gone and that list goes on. So as I see it, what was ‘defined’ as “going broke slowly” might not be so slow anymore. And now we suddenly see that “the lender stopped offering him and his businesses banking services”, I have my doubts. You see, when a customer comes in one bank and that bank states you aren’t welcome anymore that person should state “I’ll take my business across the street”, the fact that President Trump isn’t doing that shows a much larger play that he is preparing for. You see, when the American economy implodes he needs to have all his fish on land. First there was the BBC, then The New York Times and Penguin Random House and that list goes on, as such there is more than a ‘theme’ going on President Trump sees what is coming and he wants to sleep in utter luxury but as I see it, whatever he has in America would become cannon fodder overnight. And for me it is optionally great. When certain players see what Microsoft, Amazon, Google and a few others left lying on the floor. The optional come in (I personally hope Tencent will be among them) as such (as I personally see it) the station of utter BS given to us all by the American administration where I particularly like the quote given to us by Scott Bessent “the U.S. is unconcerned by Treasury sell-off over Greenland and calls Denmark ‘irrelevant’” and the was for $100 million, but the EU has over $2.8 Trillion and that will require a very different response, but as I see it, no one is ‘handling’ President Trump, to the chance of Europe dumping whatever bonds they have is becoming considerable. Then there is the offshoot that Japan will dump the $1.2 trillion bonds they have and vice versa. Should Japan dump whatever bonds they have as the setting for Japan is seemingly more dire than they ever faced, Europe is sure to follow. So as I see it, the American Administration is roughly in a tough spot. As I see it, President Trump pushed for the visibility that JP Morgan Chase is gaining partially due to the underlying setting of David Kelly. What a tangled web we weave ourselves, innit?

So the first question I have for myself is “Could I be wrong?” The answer is yes, definitely. But ask yourself, why does President Trump go for the suing procedure when he could have taken his business across the street of Wall Street towards Goldman Sachs, Bank of America, Morgan Stanley, Citigroup, Barclays, UBS, Deutsche Bank, Evercore, Lazard, Jefferies Group, Wells Fargo, BNP Paribas. With that many banks with service in the offering, why take the ‘suing’ route? Political ‘discord’ has existed in financial institutions for decades. As such my path makes a lot of sense (is it enough?). And as it was JP Morgan who alerted us to the ‘broke’ setting the path of suing makes also sense. It comes across as “I warned you not to illuminate our desperate standing” even though I already saw this setting come to the United States in 2013 and the path of Venezuela and Greenland merely sugarcoated the desperate setting the United States is under. For that matter, when this is brought to light be decent journalists the rest of the financial media is pretty much done for. I saw as a non-economist what these overpaid people did not? It will be less then a month when others start screaming the names of the involved stake holders. As such it will be quite the parade and the United States? I reckon that as their infrastructure will implode, it will face a full scale civil war like the Netherlands faced it in the hundred year war (it was part about poverty, hunger and the plague, it went from 1337 until 1453) it wasn’t a complete staged war, but several battles in a short term and it was the daily setting for close to 5 generations. That is what the United States is looking towards and with the weapons we have now, it will be a lot shorter, but the deaths will be on an increasing scale. And as I see it, President Trump sees what is coming, and with the friends he has, he needs to be certain he gets the amount of money so that he can outlast three generations and there is not much place for him outside of America, so he needs to be certain that he gets what he believes he is worth, the best he could hope for in Russia (pretty much his one ally) is a two bedroom flat somewhere in the MKAD (Moscow Ring Road) is pretty much all he can get and as such he needs another option. Perhaps he will go the way of Escape from New York, where the entire island of Manhattan becomes his personal prison, population 3. It isn’t realistic, but any person can dream can’t they?

So whatever the real reason that gave JP Morgan and Jamie Dimon got them their ‘blacklisting’, I have questions and I have doubts. Suing is just so over the top. What would happen if I sue Telstra in Australia as they didn’t want me as a business customer? No matter how valid their reasons were, Australia has Optus, Vodafone, NBN, Aussie Broadband, Superloop, Dodo, Exetel, Swoop, AGL, Origin and that list goes on for a while. The entire America settings feels wrong. And that is merely my view on the matter.

Have a great day today, it’s Friday (yay).

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And now for something new

I tire of the news of the world, I have been looking at it for too long and suddenly I had a spark. I was looking at some library apparently in Greece and it had a globe, not the one I show you now.

A globe by by any other name remains a sphere and that was when a few ideas hit me at the same time. You see, some ‘undermine’ or ‘undervalue’ geospatial intelligence, but that is exactly where the new news needs to go. Consider a sphere and that sphere is like the top of a tablet. We can interact with this and it is already possible to do that. We can look at a globe and see what is happening out there and we can interact with these events and show them on our tablet, our mobile or our computer. And we can select what news we get, in most cases we are subscribed to it and out paper gets us the information with icons on our globe, which is also linked to our devices and we see the events we are connected to. So in the home and in the office we do not have a sizable globe, but we have a smaller one.

And it has the same function, but it goes further. Geospatial news can be shown on a TV, or one of those new paper thin displays, we used to call them maps and they are still that, but there is a difference. Local government has their own maps, shown on a display, optionally also shown in a home with a set focal point of a local map. For example someone in Riyadh might merely see the initial news of Saudi Arabia or Riyadh Province, or even merely Riyadh. Events that will pop up on this maps, other settings like the Netherlands, South Holland, or perhaps Delft, Rotterdam or The Hague. And this already exists. The news is given with connected metadata and we merely don’t think of that, but apart from the new TV (which is already out there (old ones work too) and the globes, which is al based on existing technology is out there, mere merely never refocused to this optional standard, because the newspapers like selling news papers. But digital data transformed that and it is time that the news is altered accordingly. I reckon that the first ones being Al Arabiya, Al Jazeera, BBC, and a few more will start offering this and soon enough others will follow. And I get that most of them will offer this in a subscription, optionally linked to their newspaper like Aftonbladet, Die Welt, or Le Monde. There are many providers and so many options to see rising to the occasion and the news needs to evolve if they want to exist tomorrow (its not that immediate a risk).

And with the new displays, the settings for local governments become more and more pressing and they will want to see these geospatial presentations in their government buildings, because we all think global, but it is all a collection of local news. And that is where the next technology comes from and that is where we need to look. 

I think that this new setting of news will catch on, because in the end we are all local lifers in a global community and the term ‘Think local act global’ has been taken out of proportions by some to make their global footprint more distinct, but in all this we forgot the local person and he cares about what happens around him/her, so why not cater to that because news that is read by the 1.17 people in Amsterdam is still news worthy of being read and there is every indication that this will transfer to a much larger audience, because these people have friends and family optionally not in the Netherlands. Same could be said of all the 8 billion out there. 

Well that is all I have to say on the subject. It was nice getting my noggin in a more creative setting, I missed that. So who will start this setting? I wonder how much longer other news agencies will try too hold onto the old phase and how they will be replaced by the news givers with a much larger scope. And the fun part? Advertisers will likely fail here, no one is interested in that and they will be barred to a much larger degree and this who try will drag the media not wanting to ‘separate’ news from advertisement with them, as such I will get two bangs for one shot. Lucky me. Have a great day.

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Price of oil now $15

Yup, saw it myself, a gallon of sunflower oil now $15, as such I wonder why President Trump is panicking? Any grocer has it, so why settle for Venezuelan oil? OK, he has the bankrupt stigma over his head, but that is on the administration. And in that regard the BBC piece (at https://www.bbc.com/news/articles/c205dx61x76o) giving us the headline ‘Trump seeks $100bn for Venezuela oil, but Exxon boss says country ‘uninvestable’’ might not help him much. You know, I would have thought he would have investigated that BEFORE he put the lives of American soldiers in jeopardy. So when we are told “US President Donald Trump has asked for at least $100bn (£75bn) in oil industry spending for Venezuela, but received a lukewarm response at the White House as one executive warned the South American country was currently “uninvestable”.

Bosses of the biggest US oil firms who attended the meeting acknowledged that Venezuela, sitting on vast energy reserves, represented an enticing opportunity.” As such what did Chevron had to say? They were the one that were their in the first place. As such I reckon that the peaceful webcam of Nuuk might not be so peaceful for much longer. In that regard, was there really just one executive stating the uninvestable ploy? And one response was “Exxon’s chief executive Darren Woods said: “We have had our assets seized there twice and so you can imagine to re-enter a third time would require some pretty significant changes from what we’ve historically seen and what is currently the state.”” In all this I am a little surprised. I would have had that meeting beforehand. It kinda makes me wonder of the belle at the ball meeting a well hung man stating ‘What am I supposed to do with that?’ That is one of those moments when ‘hoping for the best’ will come across as having a cold shower as the first dish of the ‘entertainment of the evening’ it might come across as a little cold, but that is what it looks like. Everything over the last 2 weeks looks like an exercise of how not to do things in any corporate setting. Especially when you start eyeing 300 billion barrels. In my mind the first question I had was why didn’t Venezuela set that in motion? And for that matter where were these tankers going to? What solutions do they have to process that much oil? Those are the first questions I had two weeks ago, as such that oil meeting was like a marketing cold call. And there is a setting for off shore processing in this case even if America will buy the oil, it is a simple setting to adding a taximeter to that processing plant. As such this entire setting is one of bad preparation. It’s like the man expecting a smooth ride at a brothel asking the question ‘What exactly is herpes?’ Which gets us the comical setting that the lady of the house asks ‘You don’t have herpes, do you? I don’t want to get that again’ You might smile but the reactions that President Trump is invoking with reaction views that the Venezuelan oil industry is looking like a dud more and more at present. 

Then there is the setting that ABC is leaving us with ‘Donald Trump says oil executives will have ‘total safety’ if they invest in Venezuela’ Can they really? As far as I can tell, these places tend to react flammable to any RPG thrown their way and President Maduro has a large following that are still roaming the streets of Caracas. As such ill-prepared and reacting in the stage of ‘total safety’ whilst that would require over 100,000 boots on the ground in Caracas and that is likely to set a different tone to that equation. So as America is heading towards at least two fronts (Greenland and Venezuela), I wonder if he read the papers on Napoleon making the very same mistake in 1814. He should look at the works of Ridley Scott, especially his movie Napoleon (2023), he might learn something. I know it is much better to read ‘1812: Napoleon’s Fatal March on Moscow’ by Adam Zamoyski, but that might be seemingly too dry for him. 

These are a few insights one might need to reassess the insights that President Trump had last week as he was going to ‘fix oil infrastructure’, it seems that this meeting with the oil executives was one he needed to have before he made the claim to ‘fix oil infrastructure’. You know little things like that might fix his viewpoint in a more correct way beforehand. And I feel stupid for having to say this, but, no wait, I don’t have to the American Administration had to do this BEFORE they went in and stated that they were going against drugmakers. So how many drug houses were captured (call it freed) from Venezuela? And the ‘word’ is “Venezuela remains a major transit country for cocaine shipments via aerial, terrestrial, and maritime routes.” You see, in 1974 I learned (at the merchant navy academy) that transit means “conveyance of persons or things from one place to another. usually local transportation especially of people by public conveyance. a system engaged in such transportation.” So for the kiddies in the American administration, it means that merchant A ships goods B through Location C to Customers in location D. As such Venezuela is Location C, so the drugs are optimally only found in some ware house. So how many warehouses were captured with drugs? I failed to see that news. And when we get to the nasty setting that it was always about the oil. And as such that meeting the BBC raves on about should have been had at least 4 weeks ago and in all this the one who was there before (Chevron) is seemingly overlooked by all. What were their observation of Venezuelan oil processing? Little things like that. So are we getting the same failed narrative for Greenland and if it was about national security, what discussion were held over placing a base and a port in Greenland (or enlarge the port of Nuuk for Navy ships and perhaps a airfield for refueling options. So what ‘enlargements’ were planned for Pituffik Space Base? All questions that national security would have in the initial first instance and I see no reporting on that. But I reckon the news would have linked these settings like media coverage (e.g., Defense News), and internal DoD reports, all detailing military posture, strategy, budget, and operations, with the Secretary of Defense reporting to the President and Congress, and various agencies like the DIA and services providing intelligence and status updates. Perhaps the DoD was not entirely forthcoming on that, but they needed to have all the paperwork ready for this and I never saw anything on that. As such I get the feeling that Greenland is a simple resource grab to enlarge their credit portfolio. Nothing more and I reckon the this will anger Denmark, the EU, NATO and optionally Canada too. Most likely not in the order, but these elements are involved. All settings that the media would have been able to ask instead of getting the usual quotes (like) “Canada should become our Cherished 51st State” or my favourite, President Trump apparently said these words a week ago: “One Day, I Realized Nobody Was Coming to Save Me—So I Saved Myself” and it will become my favourite as he utters those words in the International Criminal Court in The Hague when he faces them, because there is 0% chance he will avoid that setting after the coming 1105 days. Whomever takes over the office will have such a mess to clean that they will hand him over in an instant act to relieve some of the pressures that successor faces on the global markets. In 1105 days he either find the correct amount to increase the Credit Card of the United States or Wall Street hands him over to anyone asking for him. This is of course massively speculative, but do you think I am wrong? The numbers don’t lie (they actually do, it is the interpretation that tends to be finicky) “Trump’s term low is 41% approval, which he first reached on Nov. 12. His disapproval also notched up to 56% on Nov. 19, a high for this term per the aggregator. As of Jan. 9, 2026, 43% approve and 55% disapprove, per the Times.” (Source: USA Today) As I see it, Wall Street will giftware him and Warren Buffet is likely to make the bow for the wrapping himself. And in all this he has ignored international law, just like Napoleon did and they gave him a hotel on Elba to relax. I don’t think President Trump is going to get that lucky. Too many are after him now and that list is getting more impressive by the day Venezuela, Greenland, Canada, Netherlands, Belgium (EU HQ, NATO HQ), Germany and a few more. To my knowledge Adolf Hitler was the last person to get this much personal attention of governments, not even Stalin pulled the one off. It might not be academic but it feels correct. 

Does it feel over emotional? No, I have merely attaching optionally non-related issues, because the Trump administration is making knee jerk corrections on something that should have been thought through BEFORE we had to watch the arrant pr President Maduro. Don’t get me wrong, as the details go he was seemingly a bad man, I have no doubt. But at what stage did that warrant America to go in and arrest him on the spot with a fleet of ships? When did America send the army into Iran and arrest Ali Khamenei, Supreme leader of Iran. Or perhaps Gustavo Francisco Petro Urrego, President of Columbia where the drugs seemingly come from. Where is that media snippet of reality? No, Venezuela was about oil and now it seems that it is seemingly as useful as horsepiss. (Quote from King Kong 1976, where the Petrox Corporation went in for oil too). As such it didn’t turn out that way and this example makes me wonder why the Trump Administration wasn’t ready for this. As such my idea for off shore processing and getting all oil tankers to go to an (optional) American location to process that oil might have been a better solution. I have no expertise in the Petrochemical industry, so I am going on a limb here, but to not explore that option on day one seems folly to me. So what shortcomings will we see when Greenland is up for ‘auction’?

Just my 2 cents of the matter and now it is time for brekkie, Have a great day all.

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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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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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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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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. 

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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