Tag Archives: BRICS

June 14, 2024 · 12:30

The teeth that bite

It is a phase we see, the teeth are the realisation that issues are catching up with the world. They knew already, but they decided to keep you all in the dark. For this we need to go to ‘Will China Replace the US As Saudi Arabia’s Main Ally?’ (at https://thediplomat.com/2024/06/will-china-replace-the-us-as-saudi-arabias-main-ally/) there we are given the setting that China is ‘optionally’ replacing the United States as the main ally of Saudi Arabia. You might wonder what this is about. You see, I predicted this happening on June 3rd 2023, a little over a year ago (at https://lawlordtobe.com/2023/06/03/would-you-believe-that/) in ‘Would you believe that?’ I even inferred that earlier, but that was more speculation then the application of Business Intelligence. A year ago, Now lets be clear, I am nowhere near as gifted in analyses as the people in The Diplomat are (or should be) so this is where I got to ‘they decided to keep you all in the dark’, the writing as on the wall and it will become worse. Even as the United Stated is no playing nice to the Middle Eastern nations (Saudi Arabia and the UAE mainly). Their need for cheap oil, their need to keep involved but it is too little too late. Saudi Arabia is catching on and China is there to take up the slack. Brics was an element, but a small one. China was already catering to the needs of Saudi Arabia. 

And that is also my new setting of sales. You see I created the IP that could give Saudi Arabia (or the Kingdom Holding, owned by Al Waleed bin Talal Al Saud) And it could give either 5 billion a year in phase one and continuing to 20 billion a year in a later stage. Billions deserted by Google and averted by Amazon and Tencent Technologies as well (Microsoft was not invited). It merely required them to open their eyes. And with this setting there is a clear showing of elements where these players are shown where they lost out. For the most they are all on the AI horse (which does not yet exist) and more importantly, as this IP matures, the moment LLM (Large Language Models) and Deeper Machine learnings grow up and interact, the setting will become even brighter. One pillar of this could cost Facebook a little over 10% in the beginning with around 20%-30% later on. All because the captains of industry were asleep at the wheel. 

And do they connect? Yes, when China wakes up to this revenue and they see that they can go after the treasure trove of Facebook, they will have a vindication of TikTok, more importantly, TikTok could become the main driver in the Middle East, which should partially hurt Google as well (an unintended side effect). Now that the ties between Saudi Arabia and Indonesia are strengthening, the game changes even more. When Bangladesh is reeled in the loss for America and Wall Street is nearly complete. Egypt is already on board, so 3 out of 4 are on the side of Saudi Arabia, all that because people are running after hypes and (more often then not) asleep at the wheel. 

Perhaps a little reminder is in order. Chasing hypes is the consequence of marketing, not sales. One is wishful, the other is an achievement. China seems to have it partially worked out, how far they have come is unknown to me, but the setting that the Diplomat needed to give credence to this stage implies that the controlling powers are now scared that the stage is taken away from them. I think it is already being taken away, but we need to see the news on that (if they even report on this). 

The stage is set to the discussion on China replacing the United States and the west, but the one part that they do not report on is the impact that this economically has. You see, this would push well over $135,000,000,000 from the US and EU towards China. It seems like it will be ‘regarded’ as small fry, but the lack of these funds will definitely hurt the EU and the US, should my IP have the larger impact than the stage changes even further. Consider the UK reporting on a loss of 4 billion, the EU on 65 billion and the US 66 billion loss, how much tighter will their belts end up being? In that same setting Beijing will get the extra revenue which will open door to second and third tier revenue. 

We can argue that I am not seeing this correctly and that would be fair. But I have been right for well over a year, the writing was on the walls on this one. And consider one little extra. I came up with the IP. Not Amazon and not Google, so when you realise that they were asleep how much revenue did they miss by chasing a non existing AI horse? And Apple? Not sure where they stand, they have been minding their own niche which is fair enough. Yet when we consider that they too left (for other reasons) billions in revenue. What learning should we take from that? I say learning because when you are focussed on a niche that is part of a market and you mind your store, you are not doing anything wrong. We need to also see this. But Amazon and Google should have picked up on this. They cannot hide that failure. Merely my point of view.

Have a great day.

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June 9, 2024 · 22:58

The unspoken call

There was a call in Reuters last week. I had seen it, however I was dealing with the intelligence I was able to lay my hands on. It seems like a simple exercise but it is not. The article (at https://www.reuters.com/world/middle-east/un-experts-urge-all-countries-recognise-palestinian-statehood-2024-06-03/) gives us ‘UN experts urge all countries to recognise Palestinian statehood’, it seems so simple. Yet it is more complex than you think. You see that setting might be acceptable AFTER Hamas has been eradicated and the west knows this. You see Hamas is a one trick pony, it resorts to violence only ad at present it does so through Iranian guidance. If Palestinian statehood is awarded whilst Hamas is still in charge, all bet are off. The west knows this and they don’t like the centrepiece of Arabian stability. There is Saudi Arabia and the United Arab Emirates (UAE). That one trick pony (Hamas) will come with its new rule. A bigger seat at the Arabian table. When they do not get it Saudi Projects will suffer. The Line, Oxagon, Trojena, Sindalah, Red Sea International Airport, Mukaab, Qiddiya and a few more will subtly be suffering set backs, optional outright sabotage. That would cost Saudi Arabia billions. In addition UAE locations like Dubai and Abu Dhabi will be hit. It will not be some case of speculation, Iran does not like the path Arabia is on. It does not allow any path where they are an inferior setting. And they now have their claws in Hamas and Houthi forces. 

As such Hamas needs to be eradicated. It is simplest if Israel does it. It could do with the win and Saudi hands will remain clean. When Saudi Arabia and the UAE are forced to act the result will be destabilisation for years to come. All what Saudi Arabia had achieved will be for naught. The UAE will likely get a hit on tourism and travel, but there too the impact will be felt. The west likes this. They are trying to rally against China and the Arabian players are part of Brics now, catering options for China. All options are largely lost to the west. So they are now calling to include Palestine into everything. A call that is too rash for words. 

We can think all we can on Palestine, but they let Hamas in and did not do anything about Hamas for 2 decades. Hamas is under their buildings, part of their infrastructure and they have grown the next generation of Palestines to be terrorists too. The west did little to nothing, they figured that Israel would deal with that problem. Now that Israel is, the anti semitic rhetoric is taking global proportions. And the media was quiet for too long on the 120 hostages and they trivialised matters. So now that the gloves come off there will be another setting. If Israel succeeds in eradicating Hamas, statehood for Palestine could follow, yet with a few clauses. Any new Hamas interference will result in economic sanctions. In support of this other economic means will be required. Also Egypt will have to show it hands and allow Palestinians through. You know, I do not think this will happen. Egypt had identified the threat that Hamas and Palestine sets. Why do you think that they put a wall there? No one is questioning that part. It is all about Israel. 

If Israel does not succeed and statehood is awarded to Palestine, Saudi and UAE intelligence will have to beef up operations. Saudi will have a lot more riding on this and whilst there are upsides for Saudi Arabia, the risks are a lot higher. In the mean time Hamas leadership is still comfortable in Qatar and Iran has lines out to them. I wonder what will come to a close first. Israeli patience, of Saudi patience after statehood is awarded. 

In the end part of this is speculation, but the premise is sound and when Iran flexes its financial muscles towards Palestine, Saudi interests in Saudi Arabia will come under pressure, and it will resolved by giving a bigger seat to Hamas, the Iranian tool. A setting that we must avoid, the west especially. The west might no longer be a global strong power, but when chaos hit the Arabian peninsula, only the greed driven parties will see it as a plus point. The rest will suffer the consequences. And in this the media will shrug it off saying they merely reported on it. But the media will be every bit as guilty as anyone else. Even more so as they decided to not inform the public and filter events to what their stakeholders share holders and advertisers required. But the media will not report on that. I wonder why. 

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May 18, 2024 · 21:43

Thoughts

As I am turning towards Engonos and some of the embellishments that I should incorporate I also am reminded of something I wrote in March 2017 (at https://lawlordtobe.com/2017/03/17/the-finality-of-french-freedom/), yes that long ago I made predictions, all based on common sense. And now we see in the first Deutsche Welle (at https://www.dw.com/en/germany-faces-challenge-as-2025-tax-forecast-sinks/a-69102992) where we are given ‘Germany faces challenge as 2025 tax forecast sinks’, this sounds like a trivial matter, but if the first economy will have issues with paying for its infrastructure, the entire mess becomes a problem. So we are all given “Finance Minister Christian Lindner said it was clear that the public sector would have to tighten its belt.” And it is followed and pretty much epilogued with “What I repeat almost like a mantra in view of the exorbitant political wishes is now available in black and white: There is no new financial room for manouver in the foreseeable future.” 

There are a few sides to that. I the first Russia loses an enemy, a lame duck that is part of the EU. Germans has no moves left. The second one is ‘France faces four major economic challenges in 2024’ (the FT article was behind a paywall) and this one is found (at https://www.euronews.com/business/2024/01/23/france-faces-four-major-economic-challenges-in-2024) is is a little older but as the economic belt of France is tightened dark clouds are forming. They have one advantage, the 2024 Olympics will bring money. How much? Is anyones guess. France has problems with manufacturing, The Chinese markets are not dishing out dough for French items like wine. And behind this is “The extraordinary debt levels across the major economies in the world pose a risk to France, too, as it faces the threat of an austerity budget which directly impacts the financial health of households and consumers.” We get the ‘quote’ “The French manufacturing sector remained low throughout the year, sinking deeper at the end of 2023. If output remains at the same level, there is the possibility of a “technical recession” within the sector”, when the media starts adding ‘technical’ to the story, you know that there is a problem. To put it mildly blunt, there is for example not a technical pregnancy. My penis entered her vagina and I came. She turned out to be pregnant or not. Nothing technical about it. You can dwindle numbers around all you like, but in the end there is a recession or there is not. These two stories matter, especially when you consider the first one I wrote in 2017. There I set the EU like a pontoon, kept in place by 4 anchors, they stop the the pontoon being thrown around in the economic sea of uncertainty. 27 people on that pontoon, 4 of them were manning the anchors. These was the UK, France, Germany and Spain. Now, the UK left and both France and Germany are in a difficult position. So it come down to Spain who is not doing too well either. I saw this in 2017, but the media kept on playing its game on populism, so who looked out for the overall health of the EU economy? 

As you can see (based on Q2 2023 data) That the EU debt is partially driven by France and Spain, the UK is no longer part of the equation. The EU is in a dire position. And whilst we get jolly news all over the fields the direct problem is will the US sell the EU down the river, or will the EU chisel its marks in new ventures? Overlapping the fields where the US was sole choice. That too I set out in the past. The simple consideration is that if the world is a cake and the cake is almost none growing, the population growth and the debt growth implies that there is less to be had and you know the issue with shortages? People go hungry, the population loses it humanity because it is the era of ‘me’. So whilst we consider that different choices needs to be made, the old setting under Wall Street and the US will soon become a field of Commonwealth, Brics, China, and the Middle East. In all honesty with all the messes the US is creating none of them have a use for them. It sounds harsh but that is the reality. In a land where we have 10 people and 7 meals the hungry will not care who is humane or who is woke. 7 will eat and three will not. It is not a nice setting, but the realistic one. There were options for energy and housing all by Elon Musk. Are they true, are they false? I cannot tell. It seems to be limited to Youtube and TikTok. The media as far as I can tell have not touched it. So where is the media? Are they now governmental tools? Consider the fact that nations have an issue with homelessness. So would this Musk solution help? Would this take pressure of the stress? France, the Netherlands, Australia, they all have issues but no one seems to tackle them. This matters because when the economic drivers come calling on the EU the other settings becomes huge. And the media is doing way too little about it. Why is that? 

Just a few thoughts that came to mind on this Saturday.

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February 21, 2024 · 23:44

Exit towards destabilisation

That is the setting that we see coming a mile away, or at least I am and that is how I see it. Today I am given ‘China condemns US veto of call for immediate ceasefire at UN’ (at https://www.bbc.co.uk/news/world-middle-east-68355436) and I have a problem with this. You see, the problem with the article is that we see “China has sharply criticised the US for vetoing a United Nations (UN) Security Council resolution demanding an immediate ceasefire in Gaza.” Yet, the issue is more complex. There can not now, or will there ever be peace as long as Hamas exists. Hamas will never stop. Its commanders are safely in Qatar, a nation that has given Hamas almost $2,000,000,000 in financial support. Then there is Iran and they both are vying for destabilisation in the Arabian peninsula. It is a very personal view, but I believe that is the game that is being played with Hamas as puppets, right next to the Houthi forces. The problem is that we are given disinformation from nearly every side and that is hampering insight and optional progress. 

As I see it the two powers in the Middle East are the Kingdom of Saudi Arabia and the United Arab Emirates. This is not what either Qatar or Iran like. They want a much bigger seat at the table and as such there is an essential need to rely on Hamas and Houthi forces and in this Iran seems the only actor, but I am not convinced. There is no clear intelligence what Qatar is doing beside sheltering the top of Hamas, which is as far as I can tell not a crime, not even in the Arabian peninsula nations. As I stated a personal view is that it is much better that Israel deals with Hamas. You see when BRICS evolves and the table setting is clear Iran will not be happy. They want more and they will push Hamas (and others) to get a larger seat at the table of plenty and Hamas being the one trick pony they are will strike out at the Kingdom of Saudi Arabia first striking their projects. Lets be clear, I have no intelligence available that this will happen, but knowing what I do know. A one trick pony will resort to what it knows and for Hamas this is violence, and violence alone. At that point the KSA will either strike back in full or they will have to concede. Do you think that the KSA will concede against a terrorist organisation? It would be all the information that the Houthis would require to attack again and again, and Iran would show its clean hands stating “We had no hand in this” all whilst supplying weapons to both. 

This is the stage of destabilisation that China needs and that is at this point the wrong stance to have. As such my message to China’s UN ambassador Zhang Jun who gives us “Only by extinguishing the flames of war in Gaza can we prevent the fires of hell from engulfing the entire region” is “take Hamas out of the region and talks can begin”. You see the stage of Palestinian territory’s Hamas-run health ministry is the larger problem. Anything Hamas run is tainted and that needs to stop. We can cry all we want for the Palestinians, yet Hamas is part of the problem and it started on October 7th 2023. Too many are ducking that part and have been since day one of the IDF assaults. That is before we consider the larger stage that we are given that the UNRWA is accused of directly supporting Hamas. The Washington Post gave us an image of a Hamas data centre UNDER the UNRWA building. The problem is that all sides are engaged with disinformation. I cannot deny that there are voices that Israel is doing the same that Palestine are doing in that regard. Israel has had well over a week to publish all evidence via all newspapers, they did not do that, that must be considered as well. 

My largest fear is that Hamas is pushed to attack any of the KSA projects and that will start new stages of destabilisation, not to say what they will do given a chance to Dubai and Abu Dhabi. I believe that the risk is too high for any Arabian peninsula nation. In all this Hamas must go, preferably today and permanently. 

I truly believe that this is the only way that there is a future for the Palestinians and to remain with a stable middle east. The problem is that I am stating this based on information available to me and there could be issues with that. Yet there is no denying that Hamas is a problem for everyone and the sooner all others realise this, the better we all will be.

Enjoy the week. I might be away for a few days.

 

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February 12, 2024 · 04:18

Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

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January 23, 2024 · 22:17

Spy Games

The first thought I had. An excellent movie with Brad Pitt and Robert Redford, yet what would you think when I told you it is now the BBC who engages this scenario? In comes the BBC (at https://www.bbc.co.uk/news/world-middle-east-67945137) giving us ‘UAE has funded political assassinations in Yemen, BBC finds’. Finds? Found how? Is my initial feeling. I am not stating that the UAE is innocent, I cannot prove that, but can the BBC prove it? So here we get “Counter-terrorism training provided by American mercenaries to Emirati officers in Yemen has been used to train locals who can work under a lower profile – sparking a major uptick in political assassinations, a whistleblower told BBC Arabic Investigations.” So what mercenaries? Not stating that this wasn’t happening, but the question becomes who and to what degree. You see, the presumption linked to “sparking a major uptick in political assassinations” is nothing more than speculation and who is that whistleblower? This first stage has two speculations absent of evidence and all this is linked to American mercenaries? Not the best or most credible source. Wouldn’t you agree? The best we get is that mercenaries possibly trained Emirati officers in counter intelligence. That is quite the leap towards assassination. As I personally see, the better hit is done by the three drivers. Separation, Isolation and Assassination. Yet we can all agree that this isn’t always possible, yet Yemen has a better stage. Get a Houthi rifle (sniper rifle with silencer is best), pay a few kids to be ready to paint ‘traitor’ slogans on the targets house and in the early evening blow his head of and at that very precise moment get those kids to paint the slogans with the reward of cash and each a bag full of food for the family. Not much required for that, was it? 

Then we are given “The BBC has also found that despite the American mercenaries’ stated aim to eliminate the jihadist groups al-Qaeda and Islamic State (IS) in southern Yemen, in fact the UAE has gone on to recruit former al-Qaeda members for a security force it has created on the ground in Yemen to fight the Houthi rebel movement and other armed factions” in this, where is the evidence that “the UAE has gone on to recruit former al-Qaeda members”, what evidence is there? The press has very little credibility left. As I personally see it, at best, the UAE has a list of Houthi terrorists and spread a list around with ‘There people are wanted dead or alive’, the fact that alleged members of Al-Qaeda see that as a way to make money is beside the point. You see, what evidence is there to state that former members of any organisation are now part of a UAE security force? You see the issue is evidence and we aren’t seeing any. 

This goes on with “The killing spree in Yemen – more than 100 assassinations in a three-year period – is just one element of an ongoing bitter internecine conflict pitting several international powers against each other in the Middle East’s poorest country.” Now consider that the UN gives us “Over 150,000 people have been killed in Yemen, as well as estimates of more than 227,000 dead as a result of an ongoing famine and lack of healthcare facilities due to the war.” This implies that they are dealing with almost 380K kills from various reasons. So where are these 100+ assassinations? Where is the data? Where are the names? We don’t get any and in the first example I gave you, how can you see or prove that there was an assassination and not an execution by who gives a darn? We cannot get the west the acknowledge the Iran backed Houthis attacking Saudi civilian targets with drones and now they have a case of 100+ assassinations? I have some serious doubts here.

Then we see links to two other sources the BBC iPlayer (UK Only) that is not evidence, it is merely a BBC recruiting drive covered in a chocolaty spy story. Then we get more emotions and “Leaked drone footage of the first assassination mission gave me a starting point from which to investigate these mysterious killings. It was dated December 2015 and was traced to members of a private US security company called Spear Operations Group”, so who leaked the drone footage? Has the drone footage been verified as authentic? And suddenly out of the shrubberies comes the Spear Operations Group, so who are they? Apparently a Delaware outfit. And the source gives us a meeting in London 2020. Not dripping in any level of evidence. The other scenario is that a former Navy seal told a BBC person a spy story and he got paid for this. There is no verification on ANY level. There is a photo (anyones guess if that is a real person) with “He refused to talk about anyone who was on the “kill list” provided to Spear by the UAE – other than the target of their first mission: Ansaf Mayo, a Yemeni MP who is the leader of Islah in the southern port city of Aden”, so we will not get any facts, other then the mention that Ansaf Mayo was a target. All the news started spreading these tales 8 hours ago. In a few cases a few hours before the BBC told their story. I have some serious doubts. So who was Ansaf Mayo? The BBC article gives us nothing apart from the fact that he was an MP, so why was he killed? What evidence is there that he was assassinated? What evidence is there that who did that to this person? The list of doubts go up and it all reflects on a simple Spy game story, nowhere near good enough to be the stamped with ‘Approved by John le Carré’. Last we get to ‘investigators from the human rights group Reprieve’ with the text “They investigated 160 killings carried out in Yemen between 2015 and 2018. They said the majority happened from 2016 and only 23 of the 160 people killed had links to terrorism”, so where is their top line data? Consider that that areas had a rather large slice of 380K deaths (this list is a subset of that number) and a group with little to no visibility for the longest of time has any data on 160 people and only 23 had links to terrorism? More questions, especially as too many parties (including the UN) have been silent on Houthi terrorism, they blatantly kept silent to smear the Kingdom of Saudi Arabia and this has been going on for years. The list goes on and on and this is the latest approach, now against the UAE. So what gives? The west angry that the UAE joined BRICS? They angry that the UAE is giving too much options to China? Your guess is as good as mine. I have no idea. I am merely questioning the validity of what the BBC is claiming here. I have my own version of these events, which I will not state, because it is pure speculation, I have no facts to support my version and I think that I have that in common with the BBC, we did not get to see any real evidence. Consider that if any of these sources were Iranian, or Iranian sympathisers the entire article collapses like a house of cards. 

Consider that as you start this Tuesday and I am about to enter Wednesday. A simple spy game story that isn’t worthy to sit on any shelf next to spy story masters like Le Carre, Ignatius, Herron, Greene or Deighton. It was a simple setting and I am rejecting what the BBC is telling us on the simple stage of missing evidence, missing verification and missing top line data in a stage where over 380,000 people were killed, finding 650 people (including children) that were assumed to be assassinated is extremely easy, the evidence was everything here and the BBC didn’t give us any.

Have fun today and that red dot on your chest? Pure imagination.

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January 8, 2024 · 14:01

One side of business

I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.

So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions. 

In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too. 

So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.

Enjoy

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December 27, 2023 · 14:46

The carrot game

This is not a setting where we get entertained by Jasper Carrot (British Comedian). No this is about another game. To see this we need to take a look (at https://www.thedefensepost.com/2023/12/26/us-military-training-saudi/) where we are given ‘US to Provide Military Training to Saudi Arabia Under $1B Deal’, you see, this sounds fine. Especially as training a fighter pilot (allegedly) costs $5.6M to train an F16 pilot and $10.9M to train an F22 pilot. The numbers add up quickly and as the article states there are more options there. What took me was “The latest agreement was made amid reports that Washington is considering the resumption of offensive arms sales to the Middle Eastern country.” When you look at “considering the resumption” that is the carrot. It is too late for that, or perhaps I need to be slightly more direct. Or you commit, or you get the fuck out of the way. That is the setting. America has wasted more and more and now they either commit or see their economy collapse, because without Arab billions (Saudi Arabia and the UAE) with support and additional sales to places like Egypt this party is taking of towards Asian borders. Now I do not care either way, I get no commission from any of this (alas). But the carrot game is too dodgy at this point and America needs to wake up. This is the final stretch. Baseball players call this the bottom of the ninth and the game was spoiled, crushed and squandered by egocentric players, diva coaches who were considering THEIR limelight and that list goes on and the media had a part to play as well. Now America needs to either commit or vacate the area. This is seen in other ways too. Defence One (at https://www.defenseone.com/business/2023/09/lockheed-hungers-f-35-sustainment-deal-pentagon-says-it-might-not-happen/390380/?oref=defense_one_breaking_nl) gave us in September ‘As Lockheed hungers for F-35 sustainment deal, Pentagon says it might not happen’. A stager I reported on months before that is now coming to fruition. Lockheed (under Pentagon scrutiny) have priced themselves out of the market. As such consider “Lockheed Martin says a new five-year deal to sustain the F-35 fleet won’t be reached by the end of this year.” Now consider what you saw with considering a resumption. So one side cannot afford and the other side will not deliver. How is that not a recipe for disaster? And lets be clear, with the Russian strategic gambles the USA and its NATO partners need to get as much revenue as possible. Especially as news is increasing that the Ukraine is low on ammunition. A stage no one wants to see. Because the one fighting team (team Ukraine) is the only thing preventing Russia to expand into Europe. They might be down on troops, but the Kremlin is not short of delusional aspirations. As such the defence blunders that are coming needs to be avoided and as such there is no space for “considering the resumption” it is way too late for that. On the other hand, the more revenue that is headed for the French coffers, the more France can contribute and that would be novel, the US has not depended on France since 1784 when it was still called the Kingdom of France. Then America didn’t have any revenue, now it has nothing left. As such there will be consequences for America. Which ones? I cannot say, I cannot even hazard a guess. But there are still the notions of France and some kind of alignment to the BRICS constellation. To what degree? There is no open data supporting it, but the news had been spreading. Russia is the only one against it, but as things go there won’t be much of a Russia left. On the upside as Russia is sending its troops to the slaughter there is every chance that Russia (whats left of it) ends up being the first matriarchal nation on the planet. If it happens it only took 3 years to get there. 

In these rocky waters and these larger changing stages America has little choice to either put up or shut up. Feel free to disagree, but look at all the data, do not trust the media by itself and you will see that there is a hiatus on data on several levels and the media never covered that? How come?

As such the NATO players need to reconsider who gives them what evidence and who exactly benefits the spreading  of filtered news. It is a simple enough question. Enjoy the few days between Christmas and New Years Eve.

Enjoy.

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December 22, 2023 · 02:52

In titles

It is a setting we do not see, some of us will never see it. That is not on us, it is not some flaw. We look ahead, we never ever look in a mirror at ourselves whilst acting. As such we will only ever know what we look like through the eyes of others. This is how it is. It remains simple.

We see events, we see some as acts against us, we see some as acts against those who act against us. It is not simple, but it tends to be straightforward. In America a weird setting is going on. It is depriving America to be America and its land to be land of the Americans. We can blame so many people but that is the blame game. We can act against actions seen and perceived, but is that the right action? Consider that one state alone, the state of Colorado has now said that Trump can no longer be on the ballot for the primary citing the insurrection of January 6th as a reason and it was not unanimous. Now we see “Lawyers for Donald Trump on Wednesday urged the US supreme court to reject a request from the special counsel to expeditiously decide whether he was immune from prosecution over his efforts to overturn the 2020 election results, contending prosecutors lacked standing to bring the petition.” Lets look at the simple setting. “whether he was immune from prosecution over his efforts to overturn the 2020 election results” Is that an admission of guilt? We have two distinct settings here. The first is the inability to prosecute all parties to the United States Capitol attack on January 6th 2021, now almost 3 years ago. American law failed on several levels. Now we see “The papers filed by Trump’s lawyers in essence amounted to an attempt to refreeze the case – and indefinitely delay the March 2024 trial date – after prosecutors sought to bypass the potentially lengthy appeals process by directly asking the nation’s highest court to resolve the matter.” As I personally see it, should the Trump legal team pull this off, it will not be a victory. It will be the first clear sign that America is out there to protect bullies and criminals above all else. It will impact American lives for the largest setting. Their allies will stop being allies, corporations will start moving away from the US because the setting has changed and in other settings will we see that others will take a chance on BRICS and its members to give them a fair shake. 

America has taken ‘Innocent until proven guilty’ to new directions and in new settings. It is not some setting I can prove, but I see that many others feel the same way. America is no longer the dream we pursue, it is a place where the bullies and the woke decide on the fate of others, regardless on what the others want. A new form of Shanghai recruitment a naval activity going back to the 1850’s is now in a new setting. For some to take what they want, not what they are entitled to. It changes the game and when corporations start feeling that impact, they will all leave and then what will the big boys do? When these engineers feel that they are no longer treated fairly places like IBM and Google will need to set up new headquarters, one that is nowhere near America. Yet in that same setting what law will they rely on? That is not an easy question to answer. Because when America crashes, Japan will follow soon, no more than 3 years behind America and that takes a whole range of stages in new directions but the larger stage which would be the past tense of America will see places like Amazon, Apple, Google and IBM to save whatever they can, because the simple truth is that without its engineers, training and service solutions these firms will not get anywhere soon and that opens up new players and all of them non-American players. A stage we would not have deemed realistic before Trump started to mess things up. We see (with laughter) that the American Qanon Shaman now reels against Matt Gaetz, but that is merely the beginning. When these people don’t get ‘their’ promised land chaos will come a lot faster. Even now we see threats against judges in Colorado because they upheld the law. 

This is (as I personally see it) getting bed fast and it will get worse soon after that. Stages in motion, motion through the momentum that cannot be controlled and control though laws that are faltering. It seems a simple line, but it is not that simple and the levels of interactions on multiple levels make for what I would see as escalation towards levels of worse. It is not scientific, but it is my view.  So when we go from one view to another view we see the self destructive path that America is on. It is not an accusation, it is an observation. You see, some see suicide as a right, not because it is a right perse, but anyone is entitled to be stupid. And stupid acts tend to end badly. The stage of all this was seen before 2018 when Jamal Khashoggi went missing. The continuation of ignoring basic facts, the stage of evidence to be replaced by the CIA setting of ‘highly likely’ as evidence, which it never was. And as one stage was replaced by another stage we see more and more presumptions, more emotions and lacking more and more facts. The media is largely to blame for all this and as they delved into the world of digital dollars we saw less facts and more emotions. All these events are connected but not linked. It is my personal view that certain people rely on stakeholders to path the way as they do with corporations and policy makers, but now the impact is larger and these stakeholders are getting in each others way. For them it is ego and the money they gain, but in that setting America has been losing more and more and now they rely on less intelligent administrations to claim their goals and bonuses and that is where the train goes off the rails. It is my view and it might be a flawed one. Yet in all this consider that I saw certain military changes to come in late 2020 and these changes are now upon us. It is not the strongest part, but the clearest one as America is down 20 billion in revenue. So how do you think infrastructures are paid for? That and a debt of 31 trillion makes for a really bad setting. Then they upset their wealthiest allies and let China walk in and capture more and more of that revenue. So how will this end? Well, I do not believe it will take much longer for the beginning of the end to come out, but as the ties between China and BRICS become stronger, Europe needs to make choices and they are on their own side, not on the side of anyone else. All this is happening at the same time in many places and I believe that this is due to stakeholders, although I am not sure how they are doing this, I feel that they are gaining terrain at the expense of everyone else. All due to the fact that cash was king and the law fell short. 

I might be completely wrong but that is how I am seeing this.

Enjoy the day, it is Friday here.

 

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November 23, 2023 · 23:23

A dangerous escalation

Before I go into the story, I need you to know something. Hamas is a terrorist organisation, no doubt about it. Governments and the United Nations are bending over backwards to avoid phrasing any sentence that combines Hamas and Terrorist. So I have been watching the ‘pro-Palestinian’ events. Too many are riddles with anti-semitics. And as some spokesperson from the United Nations, the simple looking broad with the saggy tits. I had enough. Israel has a right to defend themselves. Yet, I also agree with the actor Misha Collins, who on Twitter stated that what is happening now amounts to war crimes. I cannot disagree with him. Hamas is fully integrated in the west bank, into its populations. The hospitals (at least one) goes into tunnels with weapon caches. All issues. Now that you know that lets get into the article and the actual dangers that Israel is about to face. And Israel went bug-nuts, more then ever. I get the why, but the setting still stands. Israel is basically guilty of war crimes. I have no idea how they could have acted differently. Hamas killed around 1,200 people, most of them civilians and a large group of them children, people were kidnapped and taken into the west bank. Israel lost their cool and went nuts. 

The article (at https://ara.tv/6a4dp) gives us ‘Saudi Crown Prince calls on all countries to stop arms exports to Israel’. I get it Saudi Arabia is a Muslim nation, as such it will side with Muslims. Also on October 20th the BBC gave us “Prince Turki al-Faisal has publicly condemned both Hamas and Israel for attacking civilians” this matters to everyone. Hamas is now and will remain a terrorist organisation, even if the United Nations are in denial. The danger is seen with “Saudi Arabia’s Crown Prince Mohammed bin Salman urged all nations during an extraordinary BRICS summit on Tuesday to cease weapon exports to Israel.” The title gave us the goods, but it is now a more dangerous setting. You see Saudi Arabia is now a stronger voice in BRICS, they have the money, they have the economic future and that has been enough of an incentive for all governments to react. As I see these useless United Nations, the people who would not clearly act against Houthi terrorists are now even more useless. And when Saudi Arabia gets the upper voice, the UN is mostly done for. 

This is no boast, no grandstanding. The last four events West Bank, Ukraine, Yemen and Syria. In all these matters the UN achieved almost nothing, mere grandstanding and the fuel for a gravy train. That is all the UN now amounts to. So as BRICS grows and there is absolutely zero doubt that this will not happen. All kinds of nations will want a piece of that for their economy. That deflates the UN, sets larger issues with the EU and as you have seen in America, too many voices are not merely against Ukraine, they are more and more pro Russian. That is the future we see coming on all channels but the media is making a populist mockery of it all. And now that things need to be achieved the Kingdom in Saudi Arabia is hugely placed to make it happen. It gets to be worse (or better for me) for that. I once wrote the (partial) script of ‘How to assassinate a politician’ that politician is now the largest person in the Dutch election. Geert Wilders, the anti-Muslim far right voice has the most votes. I might just offer my writing again to Al-Arabiya, Al Saudiya, or Dubai TV. The fact that Geert Wilders is about to become prime minister of the Netherlands might make my script worth a few pennies. 

Still the larger station for Israel changes. There could soon be a setting that the State of Israel will end up standing alone. When America and the Commonwealth need to choose their economies or Israel is not entirely unlikely. I have no idea how that will play out, but as the Ukrainian pressures play out, Russia will be in a new stage. Side with BRICS and Saudi Arabia and end up with the tick of NATO at their front door, or make sure that Europe diversifies. The danger for Israel is not complete, but it is growing and Hamas ends up with winning a war they should never have been allowed to win. Because the moment a terrorist organisation wins a war, we all lose, no exception to that setting. That much is certain and the media stands on its own shores, the one with digital dollars, the populist voice. Because flames get responses, get clicks and sets the populistic people on a typing rampage creating even more clicks. 

Enjoy the day. It is almost Friday for me.

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