Tag Archives: Canada

Bleeding on the spot

That is at times the setting, we tend to ignore it, we laugh, we giggle, and sometimes we cry. If it is your own body, you will likely panic. So as I saw Tom’s Hardware (at https://www.tomshardware.com/tech-industry/artificial-intelligence/cerebras-files-for-ipo-company-remains-unprofitable-despite-20x-revenue-growth) give us ‘Cerebras files for IPO — company remains unprofitable despite 20x revenue growth’ I tend to frown. There are settings with little profit (like the Big Mac for $1.95) which at 20 times still becomes a decent amount (all $6 of them), we get that other factors that remove profit margins, but when the setting becomes “Bleeding money at a rapid rate” it becomes a worry. You see, the business plan makes sense or is a hail Mary (not unlike the Macintosh Performa) this is an intentional setting I am giving, because that Hail Mary became the PowerMac and then the G4 and G5. These were the systems that put Apple on several maps and from there the big wins became visible. A Hail Mary that worked. But here we are given “Cerebras, the supplier of wafer-scale AI processors, has filed for an IPO for the second time after it cancelled such plans due to its ties with G42, an Abu Dhabi-based AI company backed by sovereign wealth fund Mubadala, last year. Financial results disclosed as part of the filing reveal that Cerebras appears to be one of the fastest-growing AI hardware companies right now. However, 86% of its revenue comes from two customers, and the company is bleeding money.” From this limited information I would gather that the business plan is highly likely flawed. And we are given that the 86% comes from just two customers (G42 and Mohamed bin Zayed University of Artificial Intelligence, MBZUAI). Now I would go with the Business plan, but there might be reasons for this and the settings that AI processors give could still be a solution if these two clients put in the considerable work (no critique on the two trendsetters). As we see that “The remaining 14% of revenue is generated by a fragmented base of smaller enterprise, government, and cloud customers, but none contribute enough individually to reduce Cerebras’ heavy reliance on its top two clients. More recently, Cerebras inked agreements to supply its AI hardware to Amazon Web Services and OpenAI, which will diversify revenue streams for the company.” But the larger option is gaining traction. Now for the most we can ignore the fact that they are American (which is at present never a good selling point), but they  are also in Toronto and Bangalore. The issue is that they are no threat to Nvidia and they don’t need to be, the idea is that they could skim the market and take up traction pretty much anywhere. I reckon that they have done that, but there is the option that they could optionally feed data centers in China, Saudi Arabia and the UAE, if that works and they could get the first one in these places, they are likely to gain several other corporations and locations for implementation. The reasoning I have is that there are several sounds from customers that they have a lack of processors, so are they tapped? It seems so as we see “Cerebras has a massive $24.6 billion backlog (including the $20 billion OpenAI deal), which provides strong demand visibility. The company expects to recognize approximately 15% of this revenue within the first 24 months through December 31, 2027, 43% during months 25 to 48, and the remainder thereafter. Still, Cerebras warns that converting this backlog into revenue depends on the manufacturing capacity of its partners, infrastructure deployment, and power availability.” It makes me wonder why the quote “Bleeding money at a rapid rate” was given. So as we see “Cerebras recorded a $363 million gain from a change in the fair value (and extinguishment) of a forward contract liability: the company had a financial obligation whose value was reduced, which allows it to book that reduction as income. If the value was not reduced, the company would be unprofitable. In fact, Cerebras’ operating losses totaled $145.9 million in 2025.” But even so, as I see it (with my lack of economy studies) thematic doesn’t seem to add up and my mind goes back to the business plan. It is my simplistic mind that goes with the setting that Cerebras either has a product that works or they have not. If they do, the client has to pay and there are no freebees in this market, you do that if the product is shoddy, and the salesperson either deals with the buyer correctly, or they don’t. It is my rather simplistic setting of customer service, “we have a product and we would love to have you as customer, yet, our product is not free”, it will rock your world (for a price) and within that setting (and the right business plan) Cerebras should do just fine. As such I don’t get the setting we see. So as we are also given “Cerebras postponed its IPO plans in 2024 after a national security review examined its ties with Abu Dhabi-based G42 amid concerns about potential foreign access to advanced AI processors. G42 is both a customer and investor of Cerebras, which controls a 1% stake in the company that it acquired for $40 million in 2021.” This is an issue as it involves 50% of their customer base and what is this “potential foreign access to advanced AI processors”? Is this another American setting (not unlike their stance towards Huawei)? You see China is sized at 1.413 billion, as such it is over 4 times the size of the USA, the United States can either play nice or go down with the ship they are sinking themselves. Cerebras could go towards the EU as well as India and partially fund the data centers there and get longer lasting revenue, but that is almost the only options that are there. This market is getting saturated and it is not a market that has time and options for prima donna’s, this is my simplistic view. So as the article ends with “Cerebras has not specified an official fundraising target in its IPO filing, but current market expectations point to a roughly $3 billion raise. This is significantly higher than earlier $1 billion plans, which reflect the company’s rapid revenue growth and the scale of its AI infrastructure ambitions.” It also signals that the ‘bleeding effect’ is a temporary setting, depending on how the IPO evolves. Yet as I see it, the IPO has a lot less chance of being successful as long as the “Bleeding money at a rapid rate” vision is in place. But as I see it, enlarging their customer base precedes the need for an IPO, because no I matter how good the IPO is, it is facing slaughter when the customer base is set to two. But as I stated, my lack of economy might be the ruling red herring here. 

And whilst I leave you with this article and a few hidden hints, I will go and look what happens to Cerebras before June, May it have a nice time.

Have an interesting day today (‘great’ is oversold too much, even by me).

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Whatever the BS indicates

So, I was looking at a few matters and some connect to yesterday’s setting. As such, this morning I was given by CBC (at https://www.cbc.ca/news/politics/poilievre-losing-losing-losing-carney-trade-9.7171738) ‘Poilievre says Carney has been ‘losing, losing, losing’ on U.S. trade war’ and I personally call out this incorrect setting (calling it a lie is so crass) as I see it, PM Mark Carney has done whatever he can to make Canada less reliable on the United States, giving the country options and not to be set to the whim of a their own version of King George III and lets face it the one in the United States, looks nowhere near as good as Nigel Hawthorne (supporting evidence below).

We are given the additional “Conservative Leader Pierre Poilievre launched a pointed attack on the Liberal government’s handling of the Canada-U.S. file Tuesday, saying the results so far have fallen well short of the mark and the prime minister is “losing” the trade war. Speaking to reporters after Prime Minister Mark Carney unveiled his new trade advisory council to help with the U.S. dispute — a body that includes some big-name Conservatives — Poilievre lashed out, saying the Liberals ran on settling the issue at the last election but there has been no discernible progress to this point.” And in a stage where that less than appealing person in Washington, is calling Canada the 51st state, giving it tariffs that got well beyond what is acceptable (whilst giving Russia allegedly no tariffs) and whilst we see “Carney says there’s been a ‘rupture’ in Canada-U.S. relationship, while Poilievre wants to draw closer”, so does any real Canadian want to vote for Pierre Poilievre (also known as Peter Polivicious by some)?

So whilst we see this and whilst we were given yesterday ‘Trump says he does not want to extend ceasefire with Iran’ (source: Reuters), today we get ‘Trump says ceasefire extended as talks with Tehran in limbo’ (source: Al Jazeera) and this is a person Canada wants to get closer to? Then we get that a lot of Canadians are christians, so do you want to get close to a person who attacks the pope on humanitarian issues as well as “President Trump has been lobbing insults at Pope Leo XIV in response to his criticisms of the war in Iran and appeals for peace, marking an unusually pronounced rupture between the leaders of the world’s most powerful country and the world’s largest Christian denomination. But Leo criticized the Trump administration’s mass deportation efforts both before and after he was elected leader of the Catholic Church. He told reporters in November that the treatment of immigrants is “extremely disrespectful,” echoing the views of his predecessor, Pope Francis.” So do we (Commonwealthians) ever want to get close to this (so called) king? Or are we ready to steer the Commonwealth to safer waters? In that case, why would anyone ever consider the conservative PP or any of his arguments valid? OK, I will admit that the rental issues he raised last year were valid, but as I see it, no force in the Commonwealth gives rise to closer working with President Trump. 

And this is merely my view (also shared with many in the Commonwealth) and I could be wrong, but I do not think so. As such It is time to reflect on a few things that PM Mark Carney achieved over the last year (as I am not Canadian, I reserve the right to miss a few items).

And these items are merely of the last 15 months. Also he increased trade with China, revenue the country can really use and achieved a higher trade settings with the EU and NATO, optionally also increased trade with Australia and New Zealand. All options whatever the conservatives throw in to the mix would never achieve as they are most likely not equipped with the knowledge of Economy that the present Prime Minister has.

So feel free to agree or disagree, but whatever America throws at Canada (like: Meanwhile, the Americans are demanding Canada change dairy access rules and drop some protections for its cultural sector, among other demands) which is funny, because that is decided by Canada, not the United States. 

So you all have a great day and remember it is still yesterday in Vancouver.

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For a few Yuan more

So, yesterday I saw a MarketWatch article (at https://www.marketwatch.com/story/the-real-meaning-of-uae-reportedly-requesting-a-dollar-swap-line-6a40d630) where we see ‘The real meaning of UAE reportedly requesting a dollar swap line’, now don’t start running like a half baked cryotoboy to it’s mommy stating the world is ending (like we saw to weeks ago when some of them ran off to the airport), the byline gives us a clear “Economists believe the UAE is signaling it wants closer ties with allies, not a bailout” and I can agree with that. I have not seen seen any Emirati panic, or make bailout mentions. We are given “A report the United Arab Emirates requested a dollar swap line with the U.S. may be more a threat the Gulf nation could shift an alliance rather than a sign it’s about to run short of the American currency, observers said.

The Wall Street Journal reported that the UAE central bank governor, Mohamed Balama,  requested a currency-swap line with the U.S. from Treasury Secretary Scott Bessent while in Washington D.C. last week. The UAE is facing pressure from the closure of the Strait of Hormuz, though experts say its economy so far is strong enough to maintain a dollar peg.” It comes with the additional “Tim Ash, senior strategist at RBC Bluebay Asset Management, pointed out in a posting on X, that sovereigns do not request swap lines lightly. Brad Setser, senior fellow at the Council on Foreign relations agreed, also highlighting on X that he doesn’t believe UAE is in any emergency need of financial assistance, given it entered this conflict with huge holdings of U.S. Treasurys and significant forex reserves in excess of $250 billion. It’s important to note that the Emiratis have asked for a swap line and not a credit line.” And that is supported with graphics on ‘UAE forex reserves versus holdings of U.S. Treasurys, in billions of dollars.CFR’ and those numbers look good, even a non economist (like me) can see that the numbers of the UAE are good. Yet what we are also given is “Gave suggests, the UAE may be “sending a not-so-subtle message to the U.S., namely “leave the region and you will quickly be replaced by China.”

It might make sense and considering the damage that the United States Congress, a document produced on April 9th 2026, by Paul Kerr gives us “Iran’s nuclear program has for decades generated widespread concern that Tehran is pursuing nuclear weapons. According to past U.S. intelligence assessments, Tehran has the capacity to produce nuclear weapons at some point but has halted its nuclear weapons program and has not mastered all of the necessary technologies for building such weapons. The extent to which June 2025 and February 2026 Israeli and U.S. airstrikes affected Iran’s ability to produce nuclear weapons is unclear.” with the added “According to official U.S. assessments, Iran halted its nuclear weapons program in late 2003. This program’s goal, according to U.S. officials and the IAEA, was to develop an implosion-style nuclear weapon for Iran’s Shahab-3 ballistic missile. A 2025 public U.S. intelligence assessment stated that “Iran is not building a nuclear weapon” and that the now-former Supreme Leader had “not reauthorized the nuclear weapons program he suspended in 2003.” IAEA Director General Rafael Grossi stated on March 4, 2026, that the agency “never had information indicating that there was a structured systematic [Iranian] program to build or to construct a nuclear weapon.”

So, there was no real nuclear danger? And the Strait of Hormuz was open before this clambake started? It seems to me that the UAE (optionally with support of all other oil producing gulf nations) should give warning to not mess with their background, especially as it is roughly 7,000 miles away from Washington DC, as such no international waterways (connected) to the United States are in danger.

But in addition to the MarketWatch article, we see the Canadian DeepDive giving us (at https://thedeepdive.ca/uae-threatens-yuan-oil-trade-if-us-denies-dollar-lifeline-as-iran-war-drains-reserves/) ‘UAE Threatens Yuan Oil Trade if US Denies Dollar Lifeline as Iran War Drains Reserves’. The first part of opposition (by me) is that MarketWatch shows that the reserves are good. Basically DeepDive is not lying, reserves are seemingly being drained and that does not imply that the UAE reserves are in danger. But here we see “Central Bank Governor Khaled Mohamed Balama brought the proposal to Federal Reserve officials and Treasury Secretary Scott Bessent in Washington last week, the Journal reported. Abu Dhabi’s position, relayed through multiple officials: the war has strained its finances, dollar reserves could come under pressure, and if Washington does not provide a liquidity facility, the UAE may have little choice but to settle oil and gas trades in yuan or other non-dollar currencies. Emirati officials also told their US counterparts that Trump’s decision to attack Iran was what drew the country into the conflict to begin with. No formal application for a swap line has been submitted.” It is like the message Louis Gave, chief executive officer at Gavekal Research gave us, we merely get more information here. So like MarketWatch we see here “a bilateral currency swap with the Federal Reserve — would allow the UAE Central Bank to draw down dollars against dirhams at the prevailing exchange rate, effectively insuring against a hard-currency crunch without requiring emergency asset sales. 

The Fed currently holds standing arrangements of this kind with five central banks: the European Central Bank, the Bank of Canada, the Bank of England, the Bank of Japan, and the Swiss National Bank. Extending one to the UAE would mark a meaningful expansion of the Fed’s wartime financial commitments.” I am not enough of an economist to see the larger implications, but as I see it, President Trump started shitting in its economic backyard and now the people affected are saying (my of voicing it) “Stop this or we walk away from the US dollar in trade”, now you might think that I am overstating the ‘danger’ but consider that the US dollar is already under stress from a 39 trillion dollar debt (aka $39,000,000,000,000) and now when the Dollar trade offset is impacting trade other means of revenue would seemingly fall away, because it is never a simple setting (is it), and this would be the Home Run that China would love to see evolve. Do you really think this would be merely about oil? When oil starts, others will seek shelter and that is before others dump their $5 trillion (aka $5,000,000,000,000) in US treasury bonds. There have been noises that smaller amounts were ‘dismissed’ but the larger amounts are a worry for Wall Street, they are highly unlikely able to survive this pressure, as such the United States Administration better come up with a solution and quite fast. 

All this whilst Al Jazeera gives us ‘Iran war live: Uncertainty over talks, Trump insists deal to come ‘quickly’’ with the added “Iran says it has no plans to send negotiators to Pakistan for a new round of talks after the United States seized an Iranian-flagged cargo ship in the Strait of Hormuz. Still, President Donald Trump says US team, led by Vice President JD Vance, is on its way to Islamabad” So, one has no plans to send someone, whist the other states someone is on the way? How is that communicating? How is that any solution? That is the premise (given to us 14 minutes ago) that someone like China needs to dethrone the US dollar, so when China gives a solution in the next 24 hours, whilst President Trump starts commenting on his big beautiful solution for the world, the premise of the United States Dollar being removed from the oil trade becomes real. Do you really think that this is just about oil? Because this setting would require the better part of a decade to unwind. It is too early for me to say that the US dollar is out of this, but the other elements might make the pressures of the Dollar in the oil trade unmanageable. 

It is merely my point of view, no biggie. Have a great day, still 120 minutes until breakfast for me. I, hungry, all whilst it is lunchtime in Vancouver, what a bastards.

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The danger of assumption

I saw the CBC news, then I saw a YouTube video and as there is some relation, I thought it important to illustrate this as I am a Commonwealthian, as such I stand with Canada. The news (at https://www.cbc.ca/news/politics/lockheed-martin-officials-canada-tout-maintenance-plan-f35s-9.7168398) where we see ‘Lockheed Martin officials coming to Canada to tout maintenance plan for F-35s’ I the first degree I was clearly on the Canadian side (I still am, in case you worry). We were given “Canada ordered 88 F-35s in 2023, but began reassessing its options after Trump took office” with an additional “Canada has a firm order for 16 F-35 aircraft, to begin delivery later this year, to replace Canada’s aging fleet of CF-18s. As CBC recently revealed, Canada has discreetly begun to incur expenses toward acquiring another 14 F-35 aircraft. Several politicians have been invited to Tuesday’s event in Mirabel, but National Defence Minister David McGuinty and Industry Minister Mélanie Joly do not plan to attend. Senior American executives from Lockheed Martin and L3Harris are expected at the event.” It comes with the added “In its media advisory, Lockheed Martin said its agreement with L3Harris “will provide Canada with greater control over aircraft maintenance, reduce reliance on overseas logistics and enhance operational readiness.” L3Harris is still trying to convince the governments of Canada and Quebec to offer funding to help modernize its facilities in Mirabel. The company has said thousands of jobs in the region are at stake. L3Harris is hoping to transform its Mirabel facilities, which are currently used to service CF-18s, into a maintenance depot for Canadian and American F-35s.” As I see it, it is an act of desperation. The much larger setting of the Saab JAS 39 Gripen a Swedish solution, is cheaper, is more reliable in cold environments and it comes with added of economic settings for Canada. Lockheed Martin has no real answer and President Trump made the sale of 88 F-35 a liability and Canada is looking for a better solution, one that takes the pressures away from the United States giving Canada. The Swedish solution makes perfect sense for Canada and as such Canada is seemingly (I use seemingly as I have never seen the original sales documents) chasing Sweden and its Saab solution. The simple bottom line is that Canada can get 2 Saabs for every F35, as such it is quite the cost saving. As such Lockheed Martin is scared, its own president endangered the sale for billions and that is a problem, as such the options given to Canada is fluidic, more options and there is the fear factor, a fear factor for the United States, because Canada when it pulls out the American pillars of economy and taxation are almost certain to collapse. And Lockheed Martin is the first corporation to fae billion dollar losses because of the silliness of one particular person in Washington.

The setting that spending on nearly any kind in the United States are seen as the more risky spending is now seen as other spending settings is considered and there is a win for Sweden as well as the EU on other fields. There was a second setting, but it seems that there is a level of inaccurate settings by Today Canada stating that yesterday at 03:45 Trump stated “51st state soon”, it would be anger instilling, but I found no evidence that this actually happened and if it was on Trump social media, everyone would be shouting it. 

So that is not a factor, but the underlying setting is (which the media is ignoring too) the underlying setting is that the United States is (as I personally see it) almost completely out of cash. They are shifting all kinds of posts that they can pay later for what they need to pay now. I have given these views in the past (not interested in hashing out the same) but the setting adds up. As such I believe that CBC is reporting on the desperation of gaining the favour of Canada and they are willing to bend over backwards. And as a definite winner is not announced (not in the media) Lockheed Martin believes it has options for now. And whatever the actual sentimentality is towards Canada, there is a firm believe that President Trump has actually united the world. As far as I know the United States is now (for the most) the most hatred nation in the western world. So president Trump united all the nations. The fact that it is against the united States might be a mere blip on his radar. The problem is that the media is no help as they lost too much credibility and as such the influencers and doom speakers are now calling for out attention (players like Today Canada) and should they be right, then they should present the evidence, not just the images of old, with suiting dialogue. And as I usually check all the sources handed to me, Today Canada fell through the basket a fake news bringers.

But the setting is still of importance not directly what President Trump did or did not do, but the need to vetting the information we get must be vetted. Some (like CBC) get a pass through the credibility they earned over time, which means that there is credibility. 

So as we see the desperation of Lockheed Martin and the setting of the Saab Gripen, it would help if the world (and Canadians in particular) get a nice setting of what the story with Saab and Lockheed Martin is, what has been agreed upon and what is clearly set and what is still in tentative settings. We all get that there are tentative settings, but as I see it, with the United States any other option seems more reliable (as I personally see it). 

And whilst we can assume most things, we can at times presume a few things and those with reliability are more credible and with personal exposure to facts presumption gains more weight and those who blindly assume will lose whatever reliability they had.

Have a great day.

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Secondary reasoning

That was the first thing that hit me when I was introduced to the BBC article (at https://www.bbc.com/news/articles/cn08ep6d5ndo) named ‘US home buyers ‘frozen’ as sales slump over Iran war fears’ a few hours ago. You see, what it says here is not a lie, it is incomplete. We are given “The US housing market is struggling as the impact of higher mortgage rates, fuelled by the US-Israeli war in Iran, begins to bite. Figures from the National Association of Realtors (NAR) showed the number of homes sold in March hit their lowest level for nine months, falling by 3.6% from a month earlier.” You see, the population of the United States is starting to figure out that this president will throw them under any truck heading for them, hoping it will slow that truck down. So whilst we see “impact of higher mortgage rates”, which might be true, but there is a whole lot of other factors playing. We see labor statistics giving the media that 178,000 is good and much better then we thought. But in that meantime Oracle sacked 30,000 people and they are not the only one and whilst we partially accept that this is the fuel the AI pressures. Some will realise that AI doesn’t yet exist and that the fallout will be soon. And as Europe is abandoning Microsoft (for plenty of reasons) the setting of data centers when they are not getting filled with data is another setting in that cog. Then there is the Iranian clambake which is not about the clambake, it is about the price of oil, so whilst like the house as presented. Some will see that the heating bill will grow sand in the cogs and whilst the mortgage goes up by factions at a time, the heating bill will take gulps out of your budget and it will drive fuel prices up. So your house in a nice place, it is also miles form the place of work and that is the real driver. So whilst some are in the dark on how many people, drowned on the Titanic (1997, James Cameron) the world will agree that it was a boatload and the specifics are basically made redundant. 

So when we are given “following drops in January and February, rates have shot up since the US-Israeli war began. They are increasing on expectations the US central bank could continue to hold interest rates in order to keep inflation under control, dashing hopes of further cuts by the Federal Reserve.” There is no mention that President Trump bashed the hopes of home builders by pissing of Canadian lumber, driving those prices up even further, this gives additional money requirement to houses and which now requires a slightly steeper interest setting. So whilst you want to say that you are happy with the $200K home, the additional $780 on additional mortgage and the additional price of lumber (set to a rough $5125) is not in the budget and it drives the prices up. Now we get oil that was $69 per barrel in 2025, we now see that same barrel going for $98 dollar, almost 50% more expensive, so consider that some claim that by June that price is a plausible $150. So, who can afford to heat their houses at 50% higher energy bills, with the optional 50% raise in a few months. And it is all due to their kind and loving president (I believe his name is Donald Trump). 

So whilst the BBC article gives the people in the United States plenty to worry about, the US finance industry has a much tougher time ahead. Because at this rate close to (a speculated) 17% of the housing market will collapse and the people who are in dire need to get rid of their homes will not find any buyers. But I recon that the Finance industry will hold hands and become the new landlords to a massively tough market.

As such, houses are more expensive, fueling houses (electricity and heating) will make them unaffordable and the borrowing ability of the United States goes straight from ground level to basement level 5. So whilst we might give some validity to “Indicators point to “weakening housing demand following a recent jump in mortgage rates and a collapse in consumer confidence”, said Thomas Ryan, North America economist at Capital Economics. Both are “knock-on effects” of the Iran conflict, he added.” The words given doesn’t make Thomas Ryan clever, perhaps the fact that he is avoiding that all this was due to the American Administration is and the several factors that are ‘ignored’ have nothing to do with Iran, it has everything to do with some narcissistic individual that he was the next Jesus in a nasty line of nobodies. And make no mistake, when the other factors come to play, there is no avoiding the setting of the US administration, because when (not if) the European stability, which requires and absence of Microsoft come knocking. The data centers that have no input will be pushed in to a bad mortgage bank which will then be pushed into receivership. So my next question becomes: 

And I reckon that the silence that follows will be deafening. Only a fool takes on a war at two fronts (Napoleon Bonaparte, 1769-1821) and only the king of fools sets a tariff and bully demand on 15 fronts (Donald Trump, 1946 – who cares). It is a setting that will haunt the United States until at least 2076, but some say that the United States will not survive until then, giving the history of the United States with less then 300 years, a setting of greed and exploitation in plenty of books to reminiscence over.

But then, I could be wrong. Do you think I am wrong, or are the factors you see starting to make sense and when that happens where will you place the media in all this. A mere reporting entity or a bleeding effect of greed and digital dollars?

Have a great day.

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Redo from start

Yup, I went there, an old CBM64 error message. And it comes to us through the BBC who (at https://www.bbc.com/news/articles/ce84rvx0e6do) gives us ‘Great at gaming? US air traffic control wants you to apply’ So, why the error? Well, I had the inkling to go that route. I loved Kennedy Approach on the CBM64 and whilst in communications with the UNSC (posted in El Gorah, 1982) I was briefly ‘involved’ with flight following and in this case involved meant that I was sitting next to Flight Lt Wruck who was doing the job. It seemed simple and he was exceedingly good at it. So, I saw this getting done for weeks and it looked appealing, but then at 19 nearly everything looked appealing. These thoughts overwhelmed me when I saw the message in the BBC with the added “In a new ad campaign, the Federal Aviation Administration (FAA) is explicitly calling for gamers to apply for jobs in air traffic control when its hiring window opens next week.

The Xbox one logo appears at the start of the video before dissolving into a montage that cuts between images of men playing various online computer games and people, including women, in air traffic control towers looking at their own computers.” And I have two reasons for not doing this. First of all it is in the United States and in this political climate and with the current administration it is the last place I want to be, although that job in Canada might still be appealing. 

The second reason is the setting that it is tainted by Microsoft. And with ““You’ve been training for this,” the ad says.” My thoughts go to “Really? How?” You see, in 1985 the message was clear, anyone stating that Kennedy Approach was reason to become an air traffic controller was given a red flag. I have no idea why, because as I saw it, ATC is something you either like or do not. And what games give you the ATC vibe? Fortnite? I can play that game, but I was used to real weapons and real ammunition. It takes the air out of the opponents (as they stopped breathing), but seriously? What makes a gamer a good ATC person? As we are given “The new strategy tapped into “a growing demographic of young adults who have many of the hard skills it takes to be a successful controller”, he said.” I am not debating against it, I merely want to know what makes the gamer a good ATC person. I personally would think that an updated Kennedy approach that gives people the skills to do that job, either with additional coaching or with added explanation, or with added settings and more scenarios. Kennedy Approach was initially a Microprose product and I loved playing this game. Then considering that Kennedy approach was insufficient to cater to this (it was merely 58Kb in size) as such an upgrade would be required. But that field could be catered to for Canada and many other countries. You merely need to adjust the settings of a 40 year old video game.

And if gaming is no longer a red flag, my mind starts cruising to mach 8 to get the adjusted settings to work. Still the idea is decently novel and could be applied to several fields. If I remember this correctly, the US Navy had a similar approach as they used Times Warner interactive to produce AEGIS: Guardian of the Fleet, or at least that was what I was made to believe. It was a tactical game and has almost no high res gaming screens, but the tactical screens were most excellent.

And the additional catch was “The ad also highlights the salary on offer to controllers, saying it is $155,000 (£115,000) after three years of work.” I reckon that this will attract plenty of gamers, especially as you see the the graphic card requirements that these systems require now. 

But this is not a novel idea, it has been voiced before, but the powers that be see gaming as a non-go setting, but in this day and age, gaming is different and it is real life that now starts emulating games, not the other way around. So as we are given new stations to jobs that are showing a lack of people, gaming is a way to get around to that and the funny part is that these people could get the gist of that job whilst finding out if this is something they might want to entertain. There are settings that work and settings that are less than stellar for a gaming solution. On that note, I failed the doctor test in 1985 (The Surgeon decided I was never going to be a doctor) And we can consider more pressing approaches but it is all between your two ears (the brain). And whilst we think that Kennedy Approach is a good way to see if you could make it as an ATC’er. There are plenty of other sides. Silent Service is not the way to find a sub commander. 

Yet, seriously, did it take 40 years to go from red flag to gamers are welcome? Or is the need for more ATC’ers now too pressing that they will consider all options? This is a serious question, because the underlying setting is that if there are no ATC’ers, flights will have to be cancelled. That is the real question that is part of that. I am fine with the idea that those who scored great in Kennedy Approach (or whatever is now the closest to an ATC screen) are set for a career in ATC at the FAA. But there are questions, because as this approach comes from 2021 under President Biden and we are given “The FAA said last year that it would be considered fully staffed with 14,663 active controllers. It was at least 3,000 controllers short at the time and said twice that many controllers were expected to leave their roles by 2028.” The setting that airports would be short of ATC’ers and the station that hundreds of flights would be cancelled if this is not resolved is not without its own set of cascade failures of flights required. It would be the next massive joke if ground crews are stopping flight crew from getting the job done. And there are additional questions that people will have to ask, because there is no way that this is a setting anyone would like to be on their front door as they are flying to their vacation spot, only to be stopped because there are no Air Traffic Controllers available. 

Yes, sarcasms slaps you it becomes irony and I am not being the doom speaker, merely a person who wants a clear understanding and personally it is too late for me (about 25 years too late) but I kinda like that gaming could invigorate a class of people to take up a new career. 

So have a great day, my Monday started 40 minutes ago.

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Where we go next

That is an important question, because the next stage is any setting can be set in two switches. The one that affects you directly and the the one that does not affect you. We then get the affected switch that has a direct consequence and merely a derived one. So when we get Al Jazeera who gives us ‘Tehran rejects Trump’s Hormuz deadline’ mere hours ago, these switches go into overdrive. Because now we get BBC telling us 5 hours ago ‘Trump issues expletive-laden threat to Iran over Hormuz Strait blockage’ where we learn “US President Donald Trump has published an expletive-laden post on social media in which he threatened to destroy Iran’s power plants and bridges if it failed to meet his Tuesday deadline to reopen the Strait of Hormuz to all shipping. He repeated an earlier threat to unleash “hell” but told US media there was a “good chance” of a deal being reached with Tehran. Iran mocked his ultimatum, dismissing it as “helpless, nervous and stupid”.” And we then get ABC giving us 13 hours ago ‘Iran briefing with Matthew Doran: Threats tell us more about Trump’s frustration than anything else’ where we see “Donald Trump has issued a new deadline of Tuesday for Iran to reopen the Strait of Hormuz to all shipping traffic, without restriction. In an expletive-laden post on social media, he said bridges and power plants would be destroyed if the regime in Tehran didn’t comply”, in this we have “issued a new deadline”, which is what people do who cannot follow through on threats are a separate issue. I cannot say what issue, because I am still on that horse named bankrupt and the only setting that makes sense would have been bombing near immediately. The fact that we get timeline stretching is another setting that influences it all. But 3 minutes ago Al Jazeera gives us ‘Pakistan says it is engaged in diplomacy amidst ‘egos’ and ‘distrust’’, I personally believe that Pakistan needs to get involved to safe face with both the UAE and Saudi Arabia, but they are right in one part. Whatever the United States gives us is flawed if not, an outright ‘miscommunication’. ‘So whilst we all see the ‘tirades’ President Trump gives us all we deny, looking in the corner where nobody wants us too look. Add to that all the generals who got fired (apparently 8 in total) a setting that shifts a few lines and the derived consequence to the switches I mentioned at the start by them.

Whatever is taken from a convoluted timeline that we see now seems to be the flimflam orchestration which only reaffirms my thoughts that the United States is on its last energy and when that runs out, the hostilities begin. Do you really believe that President Trump will admit to being out of funds? I reckon that we better reenforce the defence of Canada, because as I see it, the United States is likely to get 65,000 troops as reenforcement. So suddenly I sound a little less crazy don’t I? And it comes at a time when CUSMA is under review, the Hill gives us “Canada and Mexico have suffered the ire of Trump, ranging from blanket tariffs to threats of annexation and invasion. As a result, economic policy uncertainty is at historical highs in Canada, while in Mexico, the devaluation of the peso and a 10-25 per cent U.S. tariff on many Mexican goods has hit the economy hard. Beneath the headlines are more muted negotiations over policy choices on matters of tariff exemption and content requirements for a range of sectors. While automobile manufacturing and steel steal the headlines, the critical minerals and energy sector is now at centre stage in the CUSMA review.” The setting is ‘pre-arranged’ as it is the United States that is in a crunch, not Canada or Mexico and it is the United States that requires critical minerals. And in that setting both Mexico and Canada are the strong players, even whilst we are given “economic policy uncertainty is at historical highs in Canada” all whilst Canada is making new headways in the world with the Middle East, Europe and Asia the new stages of economic strength. Not policy uncertainty. As I see it, there are more settings in play. 

There is a setting under the surface that screams misalignment. I personally think that the United States is playing bluff poker with a “dead man’s hand” all whilst his opponents Iran, Europe and Canada knows what he is holding. I think this is the best analogy I can come up with. So when the shouting and bully tactics end, the United States is holding the cards they have and they are not good. So they either bluff their way into everyone not playing, or they will win. Even at this setting Canada needs a mere three two’s to win the hand and that might be the weakest setting it needs. No one has a clue what Mexico has, but its catering to the shortages of Cuba gives them a few short term advantages. So whatever the United States is proposing in this setting will have a few set backs. The first what the Venezuelan failure brought and the second is the 6 week failure that Iran is bringing to the table. I reckon that they might have a claim of a few hundred billion to the table of the International courts of The Hague. No matter how you slice this, it will be seen as an illegal war. No matter whatever the US administration calls it (they called it not a war) and in that setting it is the courts that will have a field day (and those lawyers making the good cash) and all of this comes out of the near empty coffers of the United States. So whilst we see all this, a mere two days ago we are given “Fox News’ Bill Hemmer cut off President Donald Trump’s top economic adviser when he tried to blame former President Joe Biden for high gas prices amid the Iran war. Oil prices have surged as Iran has effectively closed the Strait of Hormuz, a waterway in the Middle East that carries about a fifth of the world’s oil. The national average cost of gas has exceeded $4 a gallon in the U.S. as Americans bear the brunt of Trump’s war against Iran.” So is this the path of this US administration? Blame the previous administration? 

And I apologise in advance of jumping over these hurdles (articles) like a horse on steroids. But it gives us a larger setting that is over all the images. The media are pretty good of merely looking at one part, hoping the people doesn’t see the larger image. It reminds me of the person showing is the image of a worm and we think ‘Oh, goody’ but the image becomes a little weird when we zoom out, only to realise that we were looking at the tail of a rat and the ones manipulating the images are all about misdirecting our interest whilst we should be focusing on rat extermination. 

So whilst I might be wrong to focus on a broke United States of America, it is where the exposed data leads me. And whilst the United States tells the world it is doing great, we need to realise that things are bad. Consider that last week we were given “According to March 2026 data, the US labor market showed remarkable strength with 178,000 jobs added” and whilst we see a few days later “Oracle has laid off approximately 30,000 employees, representing about 19% of its global workforce”  all whilst we are also given “Since the start of 2026, Meta, Autodesk, Salesforce, Workday, Google, Pinterest, Block and other firms have announced layoffs” so how great is the employment setting of the United States? In all this it is merely another element towards the broke setting of the United States, all whilst the media is no help in giving us what we would need to give ourselves a neutral view on the matter. A setting that this US Administration is using (read: abusing) to get the populist vote, but things really are not that rosy at present for the current administration. I reckon that the expected filtering on the speculated ‘deleting of bad news’ in California will aid the economic downturn that the United States is currently facing. 

The ice is slippery and not enough to bare anyones weight (especially mine) but as the media is not doing its jobs, I have no choice but to speculate with the (incomplete) data I have and this is the conclusion I come to. The United States is broke, I have said so before, but the evidence is now becoming malleable, which it should not, I agree with people opposing that thought. Yet the images of President Trump going all out like the proverbial mad dog with his threats

All whilst people focus on the threat and not on the stage surrounding that threat and it goes way beyond Iran. 

So have a great day and consider the thoughts I am leaving you with.

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The thought was there

I have been giving you all the works over the last month as the United States is setting new levels of non-conformist thinking (aka stupidity), but one thought was creeping in the back of my mind, because it partially didn’t make sense. I kept it under the hood and brooded on this. You see, the Guardian brought it to the top once again (yesterday) with the headline ‘US defense spending would rise $445bn under Trump budget plan, with steep cuts elsewhere’ We get that the United States is overly proud of its military, but that much overspending does not make sense. That is, if current quarters hold. But that is not the case is it? His NATO rhetoric, his biased plans to include, there is something amiss in all this. It reeks of Germany at 1938. Germany had jobs for all people, it would be a beautiful, beautiful new world where everyone worked. He was not lying (for the most) but we merely never thought that this would go in a certain direction, did we? Now we see his boasting of setting NATO on its feathers, which means that there is every chance that 65000 troops are coming back from Germany and Italy (and a few more places). This gives me the willies. I reckon that the United States is so deeply in debt that he merely sees the annexation of Canada and Greenland to thwart his broken wallet from collapsing on itself. As I see it, Iran is now a bust, so he goes back to Canada and Greenland and annex it. I reckon that he will need the 65K troops to cluster in eastern Canada, and a lot in Western Canada (to push towards Greenland) that setting would fit the bill of a maniacal narcissist. And it is only a fear I have, because I remember WW2, I was born just after it and I saw Rotterdam after the bombing. It took well over a decade to fix what was done to my city and I few we will see a similar setting happening now. It is only this scenario that calls for the actions the US government is seemingly making now and when the bill is due, no one will like President Trump for hat he does, but 100 million people will inwardly smile, because the bill that comes due to all is delayed a few more years. So that hidden fear I spoke last night makes it now essential to select China as a new partner. Or the alignment with BRICS, Because when the United States is in this predicament, China is the only player that will instill fear on the United States and the Commonwealth will not be able to deal with the United States. We never thought it would come to this, but the elements are lining up exactly to this scenario.

Yes, that is definitely true, but the elements that we are given like ‘bombing back to the stone age’ and replacing its generals, optionally for fresh new generals who would do whatever the United States needs. That is the setting we are given and the White House will use Iran as an example of what is to come with anyone siding against America, as such we are now coming into a field where we are watching ourselves getting scared stiff, or go to war. It is not a scenario I ever envisioned, but I still remember what was left of Rotterdam and the noises we hear now are eerily similar. 

So whilst we are given in the Guardian “Under the proposal for the 2027 fiscal year beginning on 1 October, defense spending would rise by 42% to $1.5tn, $445bn higher than its level in 2026. The funds would go towards programs intended to ensure “the United States maintains the world’s most powerful and capable military”” the question becomes how much time do we have left? Because there is no way that Canada is ready for well over 65,000 troops at the border, they will push into Greenland with not too much opposition. All the lollies President Trump wants and after that he will make a narcissistic excuse why it is better for the world, why the United States is so much better than whatever comes in its place. As I see it, the cure was a lot harsher than the disease called greed. What we see now is a nation that will take from anyone else as long as it serves their purpose. 

But still I wonder, could I be wrong? Am I seeing figments of my paranoid delusion playing itself out? And I merely have to look towards Venezuela and Iran to see that I am not. And whatever Washington and Wall Street think the have, they will then be known as the enemy of the world, greed unchecked and unbalanced is the setting that comes and scorches everything else. In that same setting we can wonder what these data centers were meant to hold? The data of everything non-American? It is a wonder but when you see that the push for data centers is set to the maintenance of greed in all its records. So consider where you are and what you are optionally overlooking. My mind is shivering for what is coming to all our shores. 

Have a great day.

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Hidden in a dream

It happened again last night, I had a tech ology dream. Now the dream could be merely speculative, but the setting of technology and the stage I used to inhabit in photography makes it eerily a path towards presumption and as I have other things on my mind I leave it to whatever innovative mind is out there to make it a reality. The dream was me in some kind of group activity and  thought is twas about me plunging my rod into the pretty girl in there (I have no idea who she is), but after a few seconds I was ‘dissuade’ into standing in the group and taking picture of the group. It was a nice twilight moment, the sun was going down and the torches out there weren’t particularly good in illuminating the group, as such a flash was required and that was when things went pear shaped. I had never seen this flash before, it had an lcd screen with the image.

But there was more, there were tabs on the screen showing the impact of the flash, so a pre-flash and a flash image, then there was a screen with white balance numbers and some numbers on setting the white degree (like candle light) with a number representing Kelvins (white levels of the flash), it was rather innovative, but here is the kicker, this flash does not yet exist. As such my mind worked out a few settings right of the bat and gave them to me, now I am returning the favour and I leave it to whomever can work with this idea (a donation to poor me would be appreciated) so far wealth has never been further away from my pocket and I might be one of the few referring to church mice as decadent rich bitches, but that is purely on me.

It felt nice to dream of new innovations. I beat the hell out of the Iranian question, although creating these weapon systems for the UAE and Saudi Arabia is making me happy too. I did my part against the Iranian aggression and I didn’t have to start a war, that was done for me. So as we are now whilst 9 news gives us ‘Trump likes to threaten withdrawing the US from NATO. But can he really do it?’ I am of a different setting, the bully can push his way around, but when we all call it quits and he has to fend for himself, the people of the United States know exactly who to thank and whilst we deny them goods and services which will now merely please the Commonwealth, the United States has himself to thank for the mess that comes their way. In the meantime, I can innovate the hell out of everything and make the Commonwealth and the Middle East the recipient of these ideas. Optionally Japan too as they might have the strongest photography base. In all these matters we can go with ‘Not to be delivered to the USA’. And don’t think of that as some kind of personal punishment, as it stands Canada, the Eu and the rest of the Commonwealth are on that same page, and this represents over 3 billion people denying their gods and services to the United States and all that tourism is now finding new shores to spend their money to.

A setting the United States did to themselves, because as I see it, the majority elected that ‘whatever he considers himself’ in power and the ones who were part of this (like Marco Rubio, Pete Hegseth and Vice President Vance) can cry all they like and they might even dismiss my setting, but as I see it, there are more than 2.5 billion others who feel the same way I do. I am just one of the few saying otherwise out loud and I am more than someone who is shouting. I am handing IP to the other parties as well, that makes me a whole lot more than the average shouter and when these ideas come to fruition, the stage of lost revenue really starts adding up and as I see it, the more the Commonwealth has, the less there is for the United States and that will also make a lot of Europeans happy. 

So whatever was hidden in a dream, I am happy to convey to you the reader and I will make sure that it is either freeware or it becomes non-America IP.

Have a great day today.

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The change I am predicting

That is the setting, but it is merely a speculation. It might be called presumption if I knew all the players, but I do not. We see ourselves in the west versus the Middle East (the crusader setting) and the West versus the Iron Curtain (cold war) or the West versus Asia (Perpetual Foreigner setting), but those are yesterday’s settings. We need a new setting. It is more and more imperative that the Commonwealth seeks a closer working relationship with the Middle East, particular Saudi Arabia and the UAE. It isn’t merely because the money and oil are there. The setting that the United States of America is about to become our most enemy is coming too close for comfort and we need to stay with our Canadian brethren (sisters too), we can watch from a distance, but soon it will be too late and politicians better realise that ‘It was too complex’ or ‘we never banked on that’ will not be an excuse to get away from it all. It starts with the (as I personally see it) the illegal war on Iran. Now don’t get me wrong, Iran is evil and they needed to be dealt with. But a war has an actual declaration and we see too much media giving us the bytes by America giving us that there was not a war in play (really?) We know that the united States are based on laws, which they basically threw away when it suited their needs.

This is the first setting, so as there is no war, it is merely an exercise in bombing civilians and the upcoming looting of oil. 

So we are there at the moment. I also took Israel out f the equation, Iran has been attacking Israel for decades and they now have the United States backing them. The UN is useless, they sided with all opposing Israel for so long, it is not to be considered a factor here. The United States did sign a charter voiding what they did on June 26, 1945, in San Francisco, California. It was signed by representatives of 50 nations at the conclusion of the United Nations Conference on International Organization, with the US Senate subsequently ratifying the treaty on July 28, 1945.

As such we see the clear markings of an illegal war. And the media has this clearly in their history banks, so whatever they do it now seen as invalid, let them chase their digital dollars, but as I see it, the media is now tax liable, and in many places it is 20% or more. Did they consider this?

As such we (the Commonwealth) needs to find a much better alliance. Whilst some might turn to Asia (China), I am mindful that a union with the Middle East is a much better fit. Unions with the UAE and Saudi Arabia might fit the Commonwealth charter better, I am against embracing Sharia law, but it is a low in the UAE and Saudi Arabia, so we need to be mindful that this is a setting we have to embrace the we are there and schools need to prepare for this shift, because this shift has never happened before. Even as we have 11th century hang ups on this, we need to move forward and moving forward with the United States is a one step movement into a debt driven setting. (USA is now 39 trillion in debt) and they are unlikely to be able to pay the interest in 2027. As such we are massively out of time and as Saudi Arabia and the UAE are setting up their tourism settings and the Commonwealth could be bringing a larger part of its 2.5 billion people to these regions (and taking them away from the USA) 

So, yes, this is speculation, but ask yourself, did you ever consider that the United States would become the instigator of an illegal war? Don’t get me wrong, Iran had to be taken down a few pegs, but we all agree that we are a nation of laws and there are ways to proceed, the fact that someone is waging water to get its hands on oil (whilst they claim they have enough) might be a step too far for several people and the Commonwealth is almost a third of the global population. So how desperate will the United States become when they realise they played the wrong song in a dancehall that is still set to the conservative settings it sees?

It is about time to select where we go to, I for one am a Commonwealthian and I go where more intelligent people (like PM Mark Carney, aka Marky Mark of the British Bank) tells us to go. I see his intellectual mastery of economics and as we see it, America is losing battle after battle against Canada, because whatever they have is not to confused with actual intelligence. 

And I foresee that the Commonwealth needs to take a side and in thesis settings for them there is the Middle East or there is China and I feel (a personal feeling) that China might not be the best solution for the Commonwealth. Don’t get me wrong they do a lot right, but whilst the EU is overturning the settings that the United States gave us concerning Huawei, TikTok and a few other vendors, there is a stage where some options need to be examined and whilst the USA is making acquisitions, it is them not others who are interfering with national interests and for the most we let them. Time to set a new stage, one that excludes the United States, I see that several changes are being made like FourEyes (Australia, Canada, New Zealand, United Kingdom) in a new shape of intelligence for these nations and as sick say the United States is no longer being considered as a valued source. But in business other settings will be required and here my vote goes towards the Middle East, because we are most likely more alike than unalike. I reckon that the Vatican might oppose that side, but they squandered their options as I see it. 

Is my speculation valid?

That remains to be seen. I think it is, but I am the one postulating that setting and before you go all high and mighty, consider this:

Now consider that the more then one trillion interest that is due in 2026 and 2027 needs to be paid for?

So this is interest, not even a lessening of the debt. And was I see it, it is only getting harder in 2028 and now we add the cherry. As the United States is abstaining from NATO, how many bases and people will be made to move back to the USA? My ‘limited’ calculations give me the setting that these troops are around 65,000. Now they end up seeking jobs in the United States, and there is not enough place all over the USA to place them all, and this also implies a reduced return of investments in Europe. The US has to deal with over 100K dismissed staff from 2025 onwards and all to that thousands being replaced in the military. That is a decrease in revenue that might be too complex to calculate, but there will be an impact. So as others are reevaluating their stance towards the United States (Japan for one) what more losses in an age where a nation is almost unable to pay for its interest bill. So what happens when the United States defaults on a $39 trillion debt? I saw this a decade ago when out was merely $25 trillion. The picture wasn’t nice then, it is utterly ugly now. As I see it, the Commonwealth needs new alliances and it needs them fast. My vote goes towards the Middle East, but I reckon that many votes toward China are coming too. Whatever we do, we better do it fast. So, have a great day today.

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