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The world according to CNN

That is what happened a few hours ago. Whilst America is losing the hope of the people, its long time allies already have. And early this morning (it is Friday already here) we get ‘As US reliability falters, Saudi Arabia turns to a nuclear-armed ally’ (at https://edition.cnn.com/2025/09/18/middleeast/pakistan-saudi-arabia-defense-allies-intl). Yet the larger setting is ignored. You see, they could have had that setting with China as well. The quote is “Khalid Mahmood, then Pakistan’s ambassador to Riyadh, requested an urgent meeting with King Fahd bin Abdulaziz. The Saudi monarch objected to the test, but nevertheless pledged to “support you more than you expect,” according to Mahmood. The very next day, Pakistan was promised $3.4 billion in Saudi financial support, funds that helped Islamabad proceed with a second nuclear test, the ambassador said.” This setting is good news for Pakistan, yet as I see it, it is a larger door opening for China to get its Mighty Dragon (Chengdu J-20) to another country as well. I saw this opening happening about 2 years ago in ‘Ding Ding, the premise is set’ on May 27th 2023. I had made the reference at least once before that, but that was the moment I saw that China had a real chance to break through. As America is now less of an ally it had ever been, it is less reliable (also a lot more broke) and as it seemingly caters to Russia, Saudi Arabia is now handing over a contemplation of a different nature. Saudi Arabia is ready to do business with other players and CNN set this to the setting of “So when Saudi Arabia and Pakistan signed a mutual defense agreement on Wednesday, it reignited speculation over whether Riyadh might now formally fall under Islamabad’s nuclear umbrella. “This is a comprehensive defensive agreement that encompasses all military means,” a Saudi official told Reuters.” I see this as another setting where Iran better start playing the gracious nation and stops playing the kid with a tantrum. Israel showed it has had enough of Hamas and it struck out to Qatar, a setting we would not have imagined a year ago (at least I never saw it coming) and now that the Saudi Arabia is seeking a more robust defense setting. We might see that it is merely a form of “Islamabad’s nuclear umbrella” but this prolly covers a lot more than you might think and that is also the door that China will consider for additional conversations. And whilst we consider that Qatar opened that door (which is not without reason) CNN gives us “The deal includes defense industry collaboration, technology transfer and military co-production, according to Jamal Al Harbi, the media attaché at the Saudi embassy in Islamabad. Writing in Arab News Pakistan, a Saudi state-linked outlet, he added that “capacity-building and training” were also part of the agreement.

While the senior Saudi official said the deal was “years” in the making, its timing – just a week after an unprecedented Israeli attack on neighboring Qatar, a staunch US ally – suggests that Riyadh is looking beyond Washington to bolster its defenses after decades of near-total reliance on American protection.” And it is clear that the hidden message is “after decades of near-total reliance on American faltering protection”. One missing word gives the whole statement a near complete setting for China to knock on the door of minister Khalid bin Salman Al Saud to see if he has space for a few stray Mighty Dragons, these beasts go per squadron and they like the warm sands of Saudi Arabia (just a speculation on how that conversation might go). 

As such CNN took a trip through memory lane, we are given “In a September 2023 interview with Fox News, Prince Mohammed Bin Salman said Riyadh could shift “their armament from America to another place.” A strong Saudi Arabia, he said, meant a strong America. “You don’t want that to be shifted.” When Trump returned to the White House, Saudi Arabia placed renewed hopes in him.” And as I see it, the massive shifts that Washington gave the world, it is seemingly time for Saudi Arabia to seek other settings and as I see it, I reckon that the UAE is not far behind it is speculation, but the setting that Nvidea now sees with China, is a larger setting that America is on a setting where soon it cannot pay the bills that are coming and when that reveille comes playing several players are under the assumption that it will be a bad day to be the ally that is totally depending on America. Jensen Huang told BBC News the US needs “to make sure that people can access this technology from all over the world, including China.” He added: “The advance of human society is not a zero-sum game.” But that is his version, President Trump does not see it that way and here we see that Saudi Arabia is seeing a different development and soon, so will China. And as this happens I reckon that the UAE is not far behind. As we were given in the near past “The UAE is embracing change, building on its $1 trillion economic relationship with the US and welcoming the future of AI and advanced technology” and the UAE wants that, but at present there are more and more clouds of doom over America and I reckon that both Saudi Arabia and the UAE need the assurances that America is no longer able to give (highly speculative). This is how I see this evolve and when this happens people like Jensen Huang will seek a new dialogue with president Xi and with China as a larger whole. 

So is this the world according to CNN? I am not certain but that setting makes sense to me and ‘making sense’ is presently not coming from America, that much is certain. As such we need to see that Pakistani setting in a beginning of an altering defense spending intent and as I see it Pakistan is fine with that setting as it will almost guarantee that Pakistan will profit by that link as much as it could hope. 

Have a great day, to apparently is about to become the weekend (it follows Friday) have a great weekend.

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Where the coins are

Yup, there it is, I said it. The article (at https://ara.tv/4eecj) gives us ‘US, Saudi Arabia hold high-level defense meeting at the Pentagon’ and right of the bat, we are ‘fed’ a lie (as I see it). We are given “The Pentagon’s top policy chief called Saudi Arabia a “critical, longstanding defense partner” working to become more capable and self-reliant.” Why is it a lie? Well, the Kingdom of Saudi Arabia has been waiting for inclusion into the F-35 program. So, even as Belgium is included into that program, they are still awaiting delivery. Belgium a European nation that was overrun by the German army in 18 days (it took so long as most German soldiers were on foot or on bicycle) that country is more prestigious than Saudi Arabia? #JustSaying

I reckon it is the reason that China is making massive headways into the Arabic nations. And there it is, the additional quote ““The Kingdom of Saudi Arabia is a critical, longstanding defense partner for the United States that seeks to grow more capable and self-reliant in its defense. We are working hard to partner with Saudi Arabia to enable it to do so,” Colby said in a post on X.” I wonder when the defense department relies on X instead of the world wide news to disperse that information. It is a hard thing to comprehend.

I reckon that America is so desperate for cash (now that they damaged their tourism industry) that they can only turn to China and Saudi Arabia for additional funds. As Saudi Arabia has a lot more oil, the UAE was overlooked. But the setting is here America needs coins and as such I would have thought that someone in the Pentagon (it is rumored that this is managed by people at 1690 Air Force Pentagon, Washington, DC 20330-1670)

That being said, someone should have whispered to them to include Saudi Arabia to the F-35 list, but who am I saying this? I am still happy to get a nice bonus from the Chengdu Aircraft Corporation (CAC) (at No. 88, Weiyi Road, Huang Tianba, Qingyang District, Chengdu City, Sichuan, China, postal code 610091) If you can’t beat them, join them I say. And I was always happy to get a nice (optionally fat) check. The new apartment will set me back $7M and there is the need to get some cash to the UAE (my optional Yas Island retirement location), as such bringing a customer the size of Saudi Arabia might get me my dream retirement.

As such you might wonder why this byline? That is easy as we are given “Colby welcomed Saudi efforts to build up its self-defense capabilities and “to make greater contributions toward achieving shared regional objectives,” Parnell added. The meeting came amid a series of recent US arms sales to the Kingdom. Earlier this year, the Trump administration approved a $3.5 billion weapons deal that included 1,000 Advanced Medium-Range Air-to-Air Missiles (AMRAAM) and 50 AIM-120C-8 guidance sections.” I say that either Pentagon policy chief Elbridge Colby has a doofus (aka dodo) as a personal assistant, or he has been missing briefs for years. Saudi Arabia steered to self reliance in several fields (including defense) even before 2019, so the response you read before might be seen as nothing less than a joke. As for the ‘funds’ already spend, as I see it, Chan is just as willing to receive such payment for its abilities for Saudi Arabia to defend itself. I get that there is one stronger and one weaker. But I do not know who that is between these two. As such it might be anyones guess. I suggest you ask someone at Raytheon who has the better equipment and why.

So it is nice to see this article and there is no blame on AlArabiya, but until it refers to America seeing Saudi Arabia as a full fledged partner in global defense by selling them the F-35, these stories come across like that moment in Oliver Twist asking for some more. Charles Dickens wrote about that little orphan in 1838, so it might have been a while. Still the setting of America bothers me, not the meeting with Saudi Arabia, but the building of not-so-good moments in several areas in America going from tariffs to tourism. America is bleeding and through their own actions they are bleeding allies just as quickly as anything else. Not even the penguins on McDonald Island are happy to see President Trump.

So as we are given the final quote ““Both leaders recognized US-Saudi defense cooperation as a force multiplier for regional security, and reviewed opportunities to deepen cooperation,” said Parnell, the Pentagon spokesman.” Well, as a non-Pentagon source might I suggest including Saudi Arabia as another party for the F-35? That should deepen cooperation by a lot. #JustSaying

It is moments like these that I wholly embrace the old saying “Sarcasm is great, when it backfires it become irony” and that is important too, so just in case AlArabiya is hungry for more stories, the address of the Chengdu Aircraft Corporation can be found in the story. 

Have a great day this Tuesday, it’s still Monday in Vancouver, so they get this article in about 14 hours.

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As roles unfold

I made mention on this in ‘Egg timer? What egg timer?’ on November 29th (at https://lawlordtobe.com/2023/11/29/egg-timer-what-egg-timer/). I also mentioned these dangers several times more, going all the way back to September 9th 2021 (at https://lawlordtobe.com/2021/09/09/lemon-of-the-century/) when I wrote ‘Lemon of the Century’, there were clear signs, there was clear danger to the revenue of America and now we see ‘Dassault CEO talks Saudi interest in Rafale, takes a shot at F-35 and reveals FCAS details’ (at https://breakingdefense.com/2023/12/dassault-ceo-talks-saudi-interest-in-rafale-takes-a-shot-at-f-35-and-reveals-fcas-details/). This was always going to happen, but now the damage to US revenue is increased. Saudi Arabia is now seriously considering 54 Rafale aircrafts. That will set American revenue back a few billion, eight to be more exact. And that is not all, when you consider that 171 have been bought by Riyadh’s neighbours, there is now a larger setting for SAMI to start talking on munitions and rocket factories in Saudi Arabia, in line with the SAMI goal of 50% of productions to be done within the kingdom in line with their 2030 vision. And through that America loses even more revenue. I reckon that France will go along if there is something in it for them and France spreading defence industries in Saudi Arabia opens up a few more options for them too. All that and it was not in the wind, it was a wind blowing negativity to the US coffers. As such the hardship for America is more then just starting, it is starting to gain speed making the American industry losing more and more revenue. All that through ego, how stupid was that?

And whilst all the players are boasting what they have coming and what more then could get the CEO of Dassault Éric Trappier will be doing it setting the annual forecast well over 15% higher, revenue the other boasters will not have and America basically has that much less. If they boast we got enough, they are correct for now, but what more is there to be lost and what options will China offer? The Chengdu J-20 is still there being a tactical and commercial threat to all the other 5th generation stealth providers. A setting we would never have considered realistic is now unfolding and I saw it ahead of all the other analysts. Makes you wonder why they get so much money to begin with.

And in that light, how much revenue will the others lose when India signs those papers as well? Christmas came early for Dassault Aviation. That much seems clear to me at present.

Enjoy the day.

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Egg timer? What egg timer?

Yes, we get that. There are egg timers that give us what we were waiting for. I stated on November 17th (12 days ago) “A complete overhaul was the only option and now with BRICS and China pushing in on the little revenue they had left, they have no options now and their competitors are moving in on whatever revenue they had left.” I said so in ‘It’s that time again’ (at https://lawlordtobe.com/2023/11/17/its-that-time-again/) Now Politico gives us ‘Brussels wants to beat the Pentagon at its own game on arms sales’ (at https://www.politico.eu/article/european-union-weapons-sales-united-states-defense/) there we see “The European Commission is hinting at a new mechanism similar to the US Foreign Military Sales to facilitate arms exports”, well that didn’t take long, did it? So when we see “In order to claw back the initiative, the European Commission is raising the prospect of copying the U.S. Foreign Military Sales (FMS) scheme” we see one thing, but I think it is more about stopping the Chinese sales system of becoming too successful. I fear it might be a little too late for that. There is every indication that China is almost ready to the defence needs of Saudi Arabia and the United Arab Emirates. Too little, too late and as I see it, a little over two years too late. I reckon they ill soon be fishing on the wrong side of the net. So whilst we are now given “In early 2024, Internal Market Commissioner Thierry Breton is expected to present a European Defence Industrial Strategy to help support the Continent’s European Defence Technological and Industrial Base (EDTIB). The consultation document is one of five papers circulated to national delegations to get their views on what the strategy should look like.” You see several reports are out there in the trend of “Riyadh eyes air defence systems and drones as part of possible yuan-based deal while Cairo plans to buy J-10C fighter jets”, so whilst the Europeans are trying to figure out “how to go about it” Saudi Arabia and Egypt are at this point getting catered to by China. As such we see that the China North Industries Group Corporation Limited (NORINCO) is actively talking to the Saudi Arabian Military Industries (SAMI), who is interested in diversifying. 

So that is billions missed, just as I predicted almost two years ago. Now that it is happening, some are ‘reporting’ all whilst whatever intension Europe has with “on what the strategy should look like”, Beijing is not merely getting its feet wet, it is catering to a new clientele and China is hungry for that revenue. So when was the last time you left billions on the floor? As I personally see it Amazon did so a year ago (but they have plenty of cash), the US government does not, it has a debt of $31,000,000,000,000 as such every billion lost is another carve on the debt stick and the next shutdown is expected to be around January 19th 2024 if they cannot agree on a new continuing resolution a lot will fall away. That was a given, but with Europe now tying to get defence money, giving the US less and already China is in the mix (has been for months) with Saudi Arabia, Egypt and they are expected to score some revenue from the United Arab Emirates as well, this upcoming CR will be missing a few revenue posts and not much is needed to make it all fall over. The larger setting is not merely defence, the UAE will (according to one source) be looking at ships as well. As such there is every chance that the China Shipbuilding Industry Corporation (CSIC) could be up for some UAE coast guard ships. As I understand it, it has something to do with the Abu Dhabi Ship Building Co (ADSB). So is it mere consultancy? Ships design? I honestly do not know, but what does matter is that they used to have an American fleet, now as that falls away a lot more revenue will be missed by American companies. 

All this and the larger setting isn’t merely what Politico tells you, it is the second degree that the Saudi and Egyptian deals open the doors for. I think that Bangladesh is next on the Chinese sights. China has a two sided tactic, gain revenue and stop America from getting revenue. It is the same setting we saw with Evergreen in 1989. Yung-Fa Chang played his hand brilliantly, a setting where players like Nedlloyd had close to complete control was lost in less than 5 years to Evergreen. I reckon that we get a similar kind of play towards the larger naval needs of Bangladesh and Indonesia. After that there will not be much left for America. They already broke their own windows with their ‘elite’ approach towards the F-22 Raptor. I am not criticising this. It was the demand of the US to keep sole custody of that dinky toy. Yet now Chengdu has several nations vying for their J-20 and with the range options, that is a thing coveted by many defence forces all over the globe and there Saudi Arabia, UAE and optionally Egypt and Indonesia as well is a setting of several billions right of the bat, and I expect that the USA cannot counter those odds on revenue. Yet there are a few options for Europe as well. If they push their agenda Chengdu will have to compete with the Eurofighter Typhoon. I have no idea who will win that revenue race, but Europe better be moving fast, the early bird that hesitates becomes worm food. As for the technical side, I am not a pilot. Yet in all this the Evergreen approach comes to mind, so America and Europe are quickly running out of time and Europe’s voiced response of “on what the strategy should look like” sounded nice in 2021, but not now. It’s crunch time for them at this point.

Enjoy your day today.

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Is the die cast?

That is the question, personally I think it is, America dug its own grave and I am not asking you to take my word for this. Lets take a look at two pieces of ‘evidence’ handed to us. The first is Al Jazeera. They give us (at https://www.aljazeera.com/features/2023/4/25/can-china-replace-the-us-in-the-middle-east) the headline ‘Can China replace the US in the Middle East?’ The question asked here is a much better question than you think. The article (by Erin Hale) gives us “China still does not have the ability to replace the US in the Middle East, where Washington has dozens of military bases and allies it has committed to defending. But Beijing might not want to take on that responsibility yet in any case, experts say” this was part of the short answer and it is a good considerations to have. The problem is that this is based on US sided ‘experts’. People like that have gotten too much wrong, yet are they getting this wrong? That is the larger stage that we cannot answer. You thin you can, but none of is actually can. But there are two more quotes that ‘sully’ the waters here. The first is “the United States has not conducted itself particularly responsibly for the last 20 years”, the second one is “Beijing is viewed as an ideologically neutral trading partner, which has long maintained a policy of non-interference in the domestic issues of Middle Eastern countries, from politics to human rights, making it a less controversial mediator than countries like the US” these two statements are strong. Beijing has no real experience in the Middle East, which also means they have no negative marks against them, which works in their favour. Yet the larger stage of security is in the hands of the US and that looks good in the eyes of the Middle Eastern partners. In addition, the US has more than three dozen military bases in the Middle East. A stage that not only is hard to replace, but there would be indications that China is uneasy trying to replace those. In addition it means a massive contribution of troops to the Middle East, a stage they do not fully comprehend, more important, they are likely to make a mess of certain parts in a time when they cannot afford them. 

This gets us to the second article, which has some links to the first one. It comes from the Middle East Eye (at https://www.middleeasteye.net/news/saudi-arabia-rejoins-worlds-top-five-military-spenders-says-report) where we are given ‘Saudi Arabia rejoins world’s top five military spenders, says report’ and this is the big part. You see, the article gives us that Riyadh spend an estimated $75,000,000,000 last year in military goods (hardware and software). The problem is that as of 2023 onwards a much larger slice of that cake will go to China. The US (EU too) messed up by a lot and that comes at a cost. The second part is that these military base options are to some degree connected to the sale of military hardware, now that is to an increasing amount falling towards China the US needs to do something, but they are left without options at present. We see “Democrat Chris Murphy and Republican Mike Lee – came together to introduce legislation that would require US President Biden’s administration to report on Saudi Arabia’s human rights record and possibly cut off all US security assistance to the kingdom.” A stage that sounds like a threat yet it comes with the opportunity for China and with that opportunity we see a much larger shift in staging. The US made their own bed, would not unite in one view and up to 50 billion will be whisked away from their table. In a stage where the US is one step away from a collapsing dollar and the implosion of its economy they have decided to bite that feeds them. How stupid is that? And in a stage where they could lose more and more oil, promising to make Saudi Arabia a “pariah” is more than bad strategy. You see 67 journalists were murdered in 2022. How much actions were taken? The one that no one gives a hoot about is the poster child for the US, all whilst the evidence was lacking, the United Nations report reads like a joke and still people push that narrative. As such several countries, not just Saudi Arabia are in a stage to hand the US their walking papers. As the MEE ends with “Current and former US officials who previously spoke with MEE were back-footed by the agreement” and that is not all, the off balance part is the smallest detail. You see with all the banking issues, losing billions in revenue will have larger consequences and a new stage. Players like Chengdu will now have a much larger audience in 2023/2024, implying that the Airforce stage that once was will be no more. Both the US and Russia needs to accept that China is now a major player with the buyers that can afford 5th generation fighter aircrafts and that list of people allowed to own one will drastically increase, setting a new problem for the US, the EU and Russia. In all this I personally believe that the die was cast in 2018, some disagree and they are welcome to disagree. Some offer good explanations for their point of view, I might not agree but that is irrelevant. The question for the us is “is the die cast?” There is no real answer coming. Experts that are scared for their income, scared to give anything but a ‘pro-American’ view is fine, until reality creeps in. The reality is that both the US and EU are too close to bankrupt to accept these losses as is. I have no idea what they will do and their own issue is internal as their internal ‘opponents’ are trying to poison the political well. All those people trying to get the deal going get to deal with people shouting anti Islam propaganda and the Middle East has (as I personally see it) had enough of that. Now that China is making headway, the options change and for the US (EU too) not for the better. 

Enjoy the day. 

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For those not seeing the oil field

There is a larger field, a larger oil field if you wish. And the people aren’t getting it. I get it, it isn’t an easy equation and it is not really your fault, because the media is guilty as hell in all this, but lets start at the beginning (well, some kind of beginning). One such headline is ‘Oil trumps human rights as Biden forced to compromise in Middle East’, it is one way to look at it, but it is the wrong way. My headline would have been ‘Greed is eternal at the expense of everything else’. The point here is that we get to see a few sides that the media is not giving us. It starts with the oil and that part is a lot more important than you think it is.  So lets take a look at the three nations and the barrels per day they pump.

United States11,184,870
Russia10,111,830
Saudi Arabia (OPEC)9,313,145

So America pumps out a lot of oil, now it makes perfect sense that they will not deal with Russia, but it is at present still an unequal information package.

You see the United States exported about 8.63 million barrels per day (b/d) and imported about 8.47 million b/d of petroleum. And now you think it does not make sense. So lets just say that the US is selling oil at $50 a barrel and buys it at $35 a barrel, so they get 8 million (rounded) times $15, is $120 million of profit a day and that amounts to $43.8 billion a year. Profit they basically got for free. The Kingdom of Saudi Arabia is not willing to give away $43.8 billion after the way the US treated the Kingdom of Saudi Arabia. There is just so much any person will take and I reckon the Kingdom of Saudi Arabia has taken enough of the treatment handed to them. So the US instead of catering to self sells 73% of all the oil they pump, so why should the KSA after the way they were treated cater to that situation? Even an alternative that the us keeps 50% of their sales, they hand the KSA 50% it might be seen as a compromise. The US could stop selling 2,500,000 barrels a day and cater to its own needs, but the profit of some are not easily swayed. They are seemingly willing to let the US population freeze to death (or boil to death). And these numbers are out there, the media has had them for the longest time. All these BS articles on going crude oil free whilst the US is selling 73% of whatever they drill. Seems a little hypocritical, doesn’t it? 

That 73% does cater to 176 countries and 4 U.S. territories, no one denies that, but the profit goes somewhere and not all of it to the US coffers owned by the US treasuries. Someone is getting rich and the media is happy for you to be in the dark about it. Ask yourself “How many media outlets have given view of the amount sold? Why is the US short on oil whilst the oil harvested goes somewhere else?” I get it, there is a need for profit, no one denies that, but we see all these articles that imply and suggest that the Saudi’s are the bad paty whilst the US is trying to get cheap oil so that they can sell it at a profit. And believe me, when we change the prices of the earlier given $50 and $35 into the real numbers the equation changes really quick and the numbers become exceedingly large. 

So why should the Kingdom of Saudi Arabia hand over profit that they are entitled to? Did you honestly think that Aramco was some non profit organisation? If it is it will be non profit for Saudi Arabia and its citizens, not for the US and their citizens, or the 176 countries that they could cater to. And the media does not really give you that, do they? So when the Guardian gives us “Brent crude hit a 14-year high of $139.13 a barrel in March, fuelling global inflation and a worldwide cost of living crisis. In the US, inflation is at 9.1% and accelerating, which is likely to translate into lost seats for the Democratic party in November’s midterm elections.” What happens when they sell 2.5 million barrels a day less and let that go to the US shortage? The equation changes by a lot does it not? 29% less sales will be felt all over the US and by Brent in particular, so why exactly does the Kingdom of Saudi Arabia need to play ball with the US, especially when China is exceedingly courting Saudi Arabia for all kind of goods and when I see the revenue setting of 375 billion + 530 billion that the Kingdom of Saudi Arabia is spending on improving Saudi Arabia, there is every setting where the US has overplayed its hand and China is now in a premium position to get their revenue balls rolling. A setting I warned about before Covid before 2019, there were courters in the field and when that overpriced US plane wasn’t going there, China could sell the Chengdu J-20 at a nice price to Saudi Arabia (I admit I was trying to get my foot in the door and make a play for a simple 3.75% commission), and when you consider that this bill might go up to 15 billion, my 3.75% makes for a nice half a billion (we all have overly big dreams), and merely to play the courier? You have got to be kidding, I am so ready for that part! 

But this was about oil and the US played the wrong hand several times over (like shaking hands with air) and now Saudi Arabia and especially Crown Prince Mohammed bin Salman Al Saud might feel that the US played them for a fool and the problems start when the US could not afford problems. A stage where we see that Brent Crude is not so innocent and the media should have been on top of this, but I will let you people decide how that should be seen.

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Google and the militant woman

I was underway to consider and learn about the Chengdu J-20 Mighty Dragon. I am till focussed on getting my 3.75% bonus from China and selling a heap of these to Saudi Arabia will seal the deal. I reckon that selling the goods amounting to $2,000,000,000 will seal my retirement deal, I will get a few additional services sold, but I am not greed driven. So whilst I was setting up the presentation on the versatility of the stealth systems, it was then that I saw the flaw in the Indian Indian Air Chief Marshal B.S. Dhanoa presentation on the Sukhoi Su-30MKI. I rechecked the files several times, someone there was tying the cat to the bacon! I reckon that unless the Chengdu was flying right in front of that Sukhoi, the Chengdu could never be seen, for me and my capitalistic nature, this is good. You see, Iran is all over those sexy Russian beasts and so they should; America and the UK will not do business with them, as such two remained and they chose Russia. Now the Kingdom of Saudi Arabia will end up with the better racehorse of the sky and I should get the bonus of my desire. So it was around that moment when my memory took me back to 1987. I got exposed to Framework 2, it was an interesting and short lived introduction. I was already on board with Ashton Tate, dBase 3+ was revered by me and in the two years that followed I created database systems, container systems and I found out how people in Rotterdam were cooking the books. All with one program and it was running on an IPM PC XT. Two years later with the Nantucket Clipper compiler I went off to the races to a much larger degree and that is where my programming skills stayed. I only blame myself, there was too much infighting, to much politics on software decisions, who had the best friends, not who had the superior software and in that era Frameworks 2 was lost to the crowd, what had the potential to crush Lotus, set limits on Microsoft Office and a few other beasties was drowned in marketing disasters. 

This matters, you will catch on soon enough. It was then that my mind took a leap. You see Apple, Google, Amazon, Disney, HBO and a few others are on the fence. They are in a spending setting that goes nowhere. They think it is, they claim that others will solve it and they are ignoring the larger danger that is staring them straight in the face.

You see they all make the claim that Final Draft is the bees knees. I agree it is good, it really is but it is set to the singular writer, I had version 6 at some point, it is now at version 12, so improvements will have been made and the industry calls it the standard. But what decides that standard? Final Draft, the writer or the industry and its needs? 

There is the rub, when you see that they are all relying on larger series, all hoping to be the next game of thrones. In that era you need a better solution, a much better solution. You need something that has the abilities of Frameworks 2, a Microsoft successor (OneNote) and take it all to the next level. A system where the writer writes and can set the backstory to any person, any object and any event. You can then set the view to a moment and see where everyone and everything is. The power is to add to the writer, not limit the writer. So the writer can or his writing to set text segmentations. He can flag people, he can flag objects and he can flag places, and so on.

The story book now gets an upgrade, the stage of 3+ people keeping track of it all one system does so and when that system passes the industry standard, places like Netflix and Disney will jump at the chance, you see whomever has THIS advantage gets to shape the industry. It is the one who is the most efficient and it is the one that shows that savings are made, As long as the producer sees the magic moment of 189% profit being passed that is the one who wins, you can make more money, or limit expenses and in this world the one who limits the expenses has the clearer field to win that game, go look for yourself, the knowledge is out there. I am simply amazed that no one thought this through. Not the militant woman (Amazon) and not Google. 

Me? I do not care, this is not the place where my strengths are, but if it is you take this idea and make it the new industry standard. My Christmas present to you. So enjoy the idea or throw it aside if it is not for you, which could be fair enough as well. And it is now 19:41 (pure coincidence), so it is your early Christmas present for the year. 

Getting back to my (upcoming) bonus, I just realised that intelligence analyst Robert Gates copied to some degree the deception that Air Marshall B.S. Dhanoa started in 2018 by downplaying the significance of the Chengdu J-20 by questioning how stealthy it would be, they all forgot how stealthy it could become and by downplaying that part, they optionally squandered funds to keep equal. That made me realise that it is possible that the fuel tanks were upgraded, consider two hardpoints that are weapons or auxiliary tanks, now consider a new kind of hardpoint that can have both. A fully armed J-20 with an additional 12% range, a side none of the adversaries considered. I cannot prove this part, but it made sense, and the images I saw 2-3 years ago gave me unwittingly the idea, the shapes were off, this was a way to have both, not aerodynamically reasoned, but a tactical choice. A side ignored by all, oh I hear the sleigh-bells ringing for me too (I am allowed to delusional at this point), for me it is about to be Christmas too. 

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The thin ice

We have all been there, whether it was in early years when you were trying to cross ice that was not deemed safe, or perhaps later in life when you relied on a stage where you could not be certain, we all have been there, and so was I, not merely was, I am doing it again today.

There was no doubt that the AUKUS stage was set, it was set and prepared for, the French never had a chance and we need to realise that. We need to realise two main parts here (well actually a few more, but let’s start with two).

The first is the Guardian (not the only one) who gives us (at https://www.theguardian.com/world/2021/sep/17/france-recalls-ambassadors-to-us-and-australia-after-aukus-pact) ‘France recalls ambassadors to US and Australia after Aukus pact’, some newspapers, not all give us “That deal became bogged down in cost over-runs, delays and design changes”, which is fair enough. Yet the US with the Zumwalt and F-35 fiasco’s will have to button down the hatches very clearly to avoid the same disaster projects. The second one is less clear, it is about a united front towards China. I never stated that China was an innocent bystander, they were not. We might not be in a war or a seemingly hostile environment, but there is an issue and the US who has no hope to counter this alone found a way to add two horses, the UK and Australia to pull that carriage towards the China sea. France was left behind and that will have repercussions down the line, yet in all this, consider the media, who are they serving? Which stakeholder are they servicing? Consider the new Collins class submarines, in all the news (from all sides) who have been giving exposure to “That deal became bogged down in cost over-runs, delays and design changes”? That list is not that big and why is that? It was the Weekend Australian of all places that give us “According to informed sources, the costings for Core Workstate 2 submitted by Naval Group were at least 50 per cent higher than the Defence estimate of $2.5-$3bn. This total included completion of the submarine construction yard being built at Osborne North by government-owned Australian Naval Infrastructure to the functional requirements of Naval Group. Naval Group has declined to answer questions on the funding issue — or indeed on virtually anything else — but is understood to have submitted, without success, a much-reduced figure to Canberra.” They did so on the 22nd of May 2021 (at https://www.theaustralian.com.au/special-reports/funding-threat-hangs-over-future-submarine-program/news-story/827aef23757bef95adc822d7acd696ec), Australia and Submarine give us 74 million hits and we needed to get to page 16 of that search to get this information. Whilst a lot are ‘hiding’ behind “cost over-runs, delays and design changes” it was the Australian that gives us the “at least 50 per cent higher” that is not parts of a glass of wine, that is the entire barrel when you considered that the meek estimate of an annual $3bn was offered. I feel certain that political income trimming will not produce the missing one billion and short change. So what gives?

I do understand that I need to be careful, mostly because this is not my field of expertise. Most of my Submarine knowledge comes from Operation Petticoat (Cary Grant, Toni Curtis), The hunt for Red October (Sean Connery) and Silent Hunter (EA Games). They are not the same, and I do fully realise that. We could hope for the involvement of Paul McCartney and if he gets involved we can paint those 12 beasts yellow, but still, not a real solution, is it?

Oh, and for the reality of it all China has at present 74 submarines, so our chances are not great, they also allegedly have a much better fifth generation fighter (Chengdu J-20), so are we out to rumble or show our teeth? In this we are about to order a set of teeth for the price of $75,000,000,000 so we better get it right, being in a nation with 25,000,000 people, it is not an invoice we should be happy about, I get it, it might be an essential one, but that does not mean we need to be happy. 

The thin ice is a dangerous place, it is more than ice that is seemingly missing layers of stability, there is dangerous waters below and even if it is not deep, the hypothermia can be equally deadly as is the deepest ocean. This thin ice we face also hides stuff. It hides stakeholders who decide what we can hear and what we should not be allowed to hear and the media is at fault. Hiding too much for too many, the stakeholders are the media uncontrolled and unregistered set of lobbyists who shape the story we are allowed to see and if fake media wasn’t dangerous enough, filtered information bringers (like breakfast shows) add to the danger, add to keeping us uninformed. I agree with campsite leaders (Mike Burgess, Richard Moore, and William J. Burns) we do not need to know all, I have no problems with that, but they do not respond to stakeholders, the stakeholders are in it for corporate executives and boards of directors, they do not get to dictate us anything. What these people get away with is close to unacceptable and when they dictate our budgets and defence to us, I shiver and I do get worried and a little scared. And the media is helping them!

So we have a few issues, apart from the US Military construction follies, we have a new stage where we become a buffer opposing Chinese acts. I think that the utter lack of working actions by the UN against the Uygurs is part of this, the blatantly evidentially unsupported actions against a firm like Huawei is another. I see in part the accusation against Huawei and the entire NATO collection of jesters have NEVER given clear evidence on how they are a threat. You think it does not matter, but it does. A market where lazy people want to make claims so that they can get some coins whilst they slept through the motion is an invalid act and that needs to be said. It is a clear setting. Corporate executives used (as I personally see it) stupid politicians so that they could steal work orders and sales. A market that they are still likely to lose comes from sitting on your hands. This taints the China setting, and these stakeholders know this. 

If we were to investigate the US national 5G environment, we would learn that 5G at 4G LTE speed is not really 5G. Canada, South Korea and Saudi Arabia have a much better handle on that. 

So let’s make sure that OUR National defence is properly set up. Are nuclear submarines the wrong choice? I do not know, I believe that nuclear powered systems have a space and when you see what needs to be done to keep a diesel submarine fed over 3-4 years, a decent case for Nuclear submarines can be made. And let’s make sure the people understand that a nuclear submarine does not mean its weapons are nuclear. I get the distinct feeling that too many people do not realise that. A nuclear submarine means a nuclear powered submarine and we need to see the difference. If that takes away coins from Saudi Arabia, then so be it. We are not here to pay for the existence of Aramco (or Saudi Aramco as it is often referred to). 

Yet underneath it all, I recognise that I am on thin ice. I am not an expert on submarines, or an expert on far east tactics. I do however feel that we all have been watching disjointed parts of information because that is what the bosses of stakeholders seemingly want, We merely need to find out who the stakeholders are and who they report to. If you doubt me, consider the actual news sources, the actual news given and the complete news and wonder what was missing from a lot of them (not all) and also realise that a news article cannot give EVERYTHING, but some parts should not have been missed. Should you doubt that, consider a look into Litecoin and how we are now seeing more and more “the Litecoin creator also said that not much can be done by the Litecoin Foundation about bad actors spreading fake news”, as well as “According to the fake press release on Monday (September 13, 2021)”, a pump and dump action involving BILLIONS implies orchestration, so why is the FBI not all over that? Why is the news smothering events there too? This was not some prank, this got past EVERY filter and check of Canadian Global News until it was way too late. So what happens when it is not merely a multi billion hustle, but what happens when it impacts the national security of more than one nation? Consider that when you walk the thin ice too, the thin ice is dangerous because the weaknesses are below the ice and  below that is water, and often you do not know how cold or how much water there is.

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How stupid are we?

Yes, let’s come with a question that optionally offends us all straight from the barn, because we deserve to be asked the hard questions. I have been accused of being ‘all’ pro Saudi, all ‘pro’ China and why? You see, two players (US and UK) have a product, OK the USA less so, if you ignore 900 flaws and that would be fine, but then the US gives the KSA ban after ban and for no good reason, merely a morel approach whilst the opponents of the KSA are not held to ANY standard. So, if I see an option to make 3.75% from $11,000,000,000 I will do so. Australia is not in a war with China. Now, as a commonwealth citizen I would have preferred to sell the KSA the UK solution, but here we see that the UK is as stupid as the US and they all listen to the wrong people and they are now losing out on billions, billions THEIR government coffers desperately need (the US needs them as well, but I remain a commonwealth citizen, so fuck ‘em). And China has a product and personally so does Russia, but in that equation I would prefer to ‘sell’ the Chinese solution. There are no morals, this was all about common sense (and me getting a few coins in light of an upcoming retirement event).

Now was it good, was it bad? It is neither, a buying party needs their nation safer (KSA) and the USA and UK have an issue with that, so along comes a valid alternative (China) and so I take a gander being the courier here. 

That does not mean that others are not to be held by standards and that is where we are. You see Al Jazeera (at https://www.aljazeera.com/economy/2021/9/15/what-could-an-evergrande-debt-default-mean-for-china-and-beyond) is giving us the stage where we see ‘What could an Evergrande debt default mean for China and beyond?’ And the stage is not a small one, the debt is now at $300,000,000,000. It is larger than the national budget for quite a few nations. I am wondering, was no one awake when we were confronted with the utter stupidity of a place called Interserve Plc? Oh, and only earlier this year we were fed ‘Interserve Construction suffers £108m loss’, and that was not even the worst. In March we get ‘Losses from Interserve’s energy-from-waste disaster top £300m’, did no one catch on and after we had the Lehman brothers, the Dutch SNS bank who relied on ‘We are too big to fail, we now see Ever Grande and the risk of running short on $300,000,000,000 which looks like a thousand times worse than Interserve, now Tilbury Douglas and the hard times are nowhere near over. Yes, the board of directors will fill their pockets on the way out and I reckon that Hui Ka Yan and his $11,000,000,000 plus fortune will not face the danger of hunger any day soon. Now, whatever China does is up to China, yet I believe that the setting of “Evergrande currently has 1,300 real estate projects in 280 cities in China” shows that there is a larger need for governments to step in, especially when we are confronted with “the real estate developer may not be able to make the interest payments on some of its $300bn in liabilities next week and could also miss a principal payment on at least one of its loans”, I personally never believed that there is anything like ‘Too big to fail’, just offer some of these contracts and the payments to their competitors and see what happens. So even as Hui Ka Yan believed in the alternative Tom Cruise with “I feel the need, the need for greed” there is a larger station, we do know that governments tend to be a lot more stupid then people, but there are well over half a dozen examples of stupidity, did no one catch on? And here we need to take notice that people are on average as stupid as the average of the total amount of stupid people. Yet governments and companies doe not share that. They are as stupid as the sum of all the people working for them and that tends to be a lot worse. According to Deutsche Welle it is already there. With “Some 1.5 million people have put deposits on new homes that have yet to be built” (at https://www.dw.com/en/evergrande-why-the-chinese-property-giant-is-close-to-collapse/a-59175953) we see a setting where a place like San Diego, California where every person in that city loses ALL of their lifetime savings, it is that bad and we tend to wonder what will any government do, I wonder how these people will not lose everything. This is not some collection of shareholders, this is a stage where 1,500,000 people become optionally homeless overnight, it is a lot worse and it could hit the Chinese economy in a few ways and as some people sit hiding behind their dark shades, nodding and state “We feel the need, the need for greed”, all whilst the cadavers of circumstance pile up. When will governments learn that there is a need for oversight, especially when the impact is THAT big. So whilst we take notice of “Evergrande has expanded into other areas of the economy, including food, life insurance, tv/film and leisure”, can anyone explain to me why a property giant was even allowed in food and life insurance? Never mind the bollocks (aka: the 122nd largest group in the world by revenue, according to the 2021 Fortune Global 500 List), too many are heralding and applauding stupidity and greed. As such I feel perfectly fine trying to be the courier between two parties grabbing a decent coin in the process. Oh, and as the Chinese government is seeing what is rolling their way, the KSA deal might be one that diminishes the impact of Evergrande, so whilst we see three people (Biden, Johnson and Morrison) plot to become a new world power by handing nuclear submarines to Australia, all whilst we know that this is merely setting a stage to strut around like peacocks, no one is looking how much more Australian defence budgets will get with nuclear submarines in the mix, all whilst they still need to realise the impact of the F-35 folly. As such I wonder who is aware of what will be left to other people past 2035 when the defence budget will require a 45%-61% top up. I believe in defence as much as the next person, so whilst we accept “Last month the Australian government signed a $50 billion contract with the French company DCNS to build 12 new submarines”, do you think that such a contract will not come without cost? Yet here too (source: ABC News) we are told that “that program has come with delays and blowouts, and would have delivered conventional diesel-electric submarines, like the Collins Class”, so at least there is a decent reason and it makes sense, but still, there is a larger concern, not the coming of nuclear subs, but the realisation that Australia has an antiquated submarine stage and it does need to take care of 2,137,000 meters of beach front property, something needs to be done and that is good, I do not object.

Australian Navy too small

I merely wonder (at times) why it took this long in the first place. When we dig deeper we see why the US wants it because the foundation of nuclear submarines need to be build there, which makes me a bit hesitant after the failures that the F-35 (with 900 design flaws) as well as the failure that the Zumwalt class represents (at $21,000,000,000), the US wants to shout that this will be a success, but I have concerns and fortunately I do have a degree in ships engineering (which I never used). The larger stage is seen but so far governments are seemingly deaf as their irresponsible teenagers (aka politicians) are living off someone else’s credit card and there is the rub, there is the danger. They all live by the rule “We are too big to fail” and China is seemingly no different, its corporate greed is just like all the other greed driven players. So whilst a few players are trying to push the borders, we need to consider what happens when someone in that pool of overspending delusional players panics, because that will be the ball game when things escalate and explode in all our faces. 

How stupid are we to not loudly protest as corporations and governments remain absent in actions, especially when there is a $300,000,000,000 issue? Why was there no action when the danger was a mere $5,000,000,000? Even for China 300 billion is too much and when did we see a positive outcome when that much money was lost? I do not remember any positive impact. Not in 2004, not in 2007 and this time around it will be no different. Yet when the amount is that big it will impact a lot more people, all over the globe. 

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Lemon of the Century

Yes, you have seen it, we have all seen it in some form, but when was the last time you saw a genuine Lemon? Not to mention a Lemon of the century. You would think it is a near impossible task, but Lockheed Martin, an American company pulled it off. In thee cases it is so much sweeter if the accomplishment is American.

I made a case to sell (as a corporate individual) to sell the Kingdom of Saudi Arabia either the British BAE Typhoon, or the somewhat better match the Chinese Chengdu J-20. Now, this is not on principles, but the US making Saudi embargo after embargo, all whilst it is mere puppet play and there was no direct need to stop the sales, especially as the Kingdom of Saudi Arabia was under direct attack by Houthi forces directly sponsored from Iran and the people were eager to ignore that fact. So there I was taking a stab at a 3.75% sales commission, and in light of a $11,000,000,000 sales ticket could bank me $412,500,000 over a few years. Now, I know, am I greed driven? Nope! But I am not walking away from such a massive mealticket! 

All that happened and was mentioned before, but now there are more reasons as ABC news gives us. The article ‘F-35 program’s future uncertain owing to design flaws, parts shortages and cost blowouts’ (at https://www.abc.net.au/news/2021-09-08/f35-program-design-flaws-part-shortages-costs-opinions-divided/100431664) there we see “He said the combat jet currently had almost 900 design flaws, with seven considered critical.” This is given to us via Former US Marine Corps Captain Dan Grazier. So this is not out of thin air, this comes to us by decently informed people and at what point is anyone accepting a lemon with 900 design flaws? We get it, a plane with a current whole of life cost estimate of $2.3 trillion we need to consider that there is a massive flaw in the entire process. It becomes worse when you see and consider the Naval failure called Zumwalt class destroyers. That is two out of three, so now we merely need to add an army failure and the US forces will be 3 for 3. So how often do major projects on these scales fail? There is optionally the second stage where both China and Russia are not afraid for a war with the US, because the US is lacking in functional equipment. They have functioning 5th generation planes. I cannot tell if they are better, merely that they are. And I am am the mouse who loves that 412 million dollar cheese wheel, whether I retire or eat myself to death is all equally similar and there is a customer base who would want something that actually works so overall there is more than one seller and there is a definite buyer, so I am game.

Yet the article also gives us “It said that would grow to 40 per cent of jets grounded by 2030, if the repair backlog didn’t improve” this implies that the US airforce needs to grow by 250% to keep the effectiveness numbers of 2017, that is one hell of an investment. I am not denying what the pilots are saying, that it is a game changer that it will be effective, we get that, but it has 900 flaws, and there are a lot of questions in the background when we consider the seven critical problems. So when we consider the claim “Mr Grazier said the cost per flight hour in the United States was around $36,000” and the math man in me consider that at present there are (unverified numbers) “1,763 F-35As for the USAF, 353 F-35Bs and 67 F-35Cs for the USMC, and 273 F-35Cs for the USN” it would require the DoD $88,416,000 an hour to get it all in the air, in light of the Afghanistan clambake, which lasted 2 decades, count your losses today. Is someone doing the math here (apart from me)? This is a plane with 900 design flaws. So if China (or the United Kingdom) can beat these costs they have a real chance in getting a new customer in their arsenal and it is one that has money, so that part will be the smallest of concerns.

We could go all (overly) marketing and say:

Chinese
Hellbringing
Equalising
Negotiating

Goalseeking
Defence

Unit

But that might be slightly over the top, what matters is that the US has a real problem and, oh, that reminds me. Is that why they pulled out of Afghanistan? 40% of their flying capabilities wasn’t up to it? I know, it is grasping and it is speculation, but I am trying to get my hands on that 3.75% and that makes me a little giddy. With the Zumwalt it was the principle that it didn’t meet its need, it was too expensive and it was ugly as hell. I still hope to test my new stealth anti naval weapon on it, merely because it is just too ugly to see and congress never approved the shells needed to fire these guns, and a stealth ship with a Raytheon solution is just not a stealth ship. And as a $22,500,000,000 failure it is too expensive for such a failure be allowed. Consider that ABC ends the article with “To respect that dependency, we remain laser-focused on continuing to enhance the capability, affordability and availability of the F-35. With the help of partners and customers, I have no doubt we will succeed.” Which is all fair enough. Now consider that 12 nations have committed to ordering, now consider that if 3 leave that group (Singapore being the most interesting one) and China gets Saudi Arabia, Egypt and the UAE on board as well, the stage changes on a global scale at that point. Now reconsider the military power play where we accept “There are developmental issues that come up because it is a very high technology advanced aircraft. Over time, these issues are resolved.” Yet 900 flaws imply that this will not be resolved until 2029, with spare parts and shortages of equipment lasting until an expected 2036. That implies that these players will not have a real effective airforce for well over a decade, so how many nations will get nervous on that premise and how many will consider a change (please do not change to Russian option, as they give me nothing). So in that light is there really nothing to worry about? And that is before we see the other 9 nations with billions invested all for… what for? 

So whilst I have nothing against Lockheed Martin (I really do not), being in the stage where they are now with 900 design flaws is just too weird. Yes we accept that it is a developing project, but design flaws imply that it is not developing, it was wrongly developed and as such the F-35 should still be in an earlier stage, that is until well over 600 flaws (and the 7 critical ones) were resolved ahead of where they are now. 

So here I am, just a man, a (really) poor man, hoping for his 3.75% before he retires and retirement is not that far away. And in all this, I remain optimistic, because I have things to smile at, especially if I get to test my creative sinking idea on the USS Zumwalt. Yes, it is a gasser (in more ways than one). So feel free to agree (or disagree) but when you see something that should be the lemon of the century, would you not shout that from the tallest building? Especially if it was your neighbour who bought the Ford Edsel. So Ford can now relax, Lockheed Martin surpassed their failure with an impressive larger one.

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