Tag Archives: China

Questions

That is what I was thrown, questions and quite a few. To get there I need to take you on a little journey it was around 1988 I got my fingers on some defence data (can’t tell you which one) the data shows results of some kind (I had no idea at that time what results they were) but the part that was, was the fact that they had log files and these files gave locations. It comes with the setting of log files. These files gives the hacker way too much information, what solutions are being used, what IT architecture was in play, in those days I was a simpleton. I never realised the power that this kind of information had, or as some hackers said in this setting “Copy me, I want to travel” This part matters, because around 2014 (after the traitor Manning gave the files to Wikileaks) I got my hands on some of them. The compression used was one I had never used before and it took a few days to get the program. What I saw was that log files were here too. It wasn’t that obvious, but I noticed them and these log files gave part of that current architecture to whatever hacker got (or was given) access to it. So a setting that was about 37 years old. This setting has been in place for that long a time, so as you see this, we can start with the articles, so keep what I just gave you in mind.

The article was given to us by NDTV (at https://www.ndtv.com/world-news/openai-accuses-deepseek-of-distillation-what-it-is-how-it-works-us-china-tensions-11002628) I got the news from Reuters, but they are behind a paywall, so NDTV gets the honour. We see ‘OpenAI Accuses DeepSeek Of Distillation: What It Is, How It Works’ and hit comes with “In the AI world, distillation is a common technique where a smaller or newer AI model learns by studying the responses of a larger, more advanced model” And we also see “The company told the House Select Committee on China that DeepSeek allegedly relied on a technique known as “distillation” to extract responses from advanced US AI systems and use them to train its own chatbot, R1,” according to a memo obtained by Reuters. The American AI giant stated that the Chinese firm was finding clever ways to bypass safety systems and trying to take advantage of the technology that US companies spent billions of dollars developing.” Now consider that (according to some) “OpenAI is valued at approximately $500 billion, cementing its position as the world’s most valuable venture-backed company” when you get that and when you realise that log files could be used to ‘distill’ information. Now imagine that this information could lead to corporate knowledge? So when you realise that this setting was out there for almost 40 years, do you think that more concise solutions would have been needed? So when we see that Sam Altman is prone to ‘excuses’ like the setting with Nvidia, the stage with Microsoft and now this? What is Sam Altman not telling its audience? Isn’t anyone taking that leap? So whilst I remember that at least one of the Pentagon routers still have the admin password to “Cisco123” you might consider the setting that this article (as well as the Reuters) version is a preamble to bad news and when you consider that Americans have an overactive dislike of anything Chinese (like DeepSeek)  and when we get to “In the AI world, distillation is a common technique where a smaller or newer AI model learns by studying the responses of a larger, more advanced model. Instead of training that model completely from scratch, the newer model observes and mimics the advanced model’s answers and behaviors.” The setting I gave you makes the setting of better protection even more sense. Especially as this impacts a expected $500,000,000,000 valuation. There are days that I don’t have that amount in my wallet (100% of the time) so I am left with questions. So in the first, why was there no better protection and in the second, how did DeepSeek get access to them. I would normally tend towards the inside job notion. And that setting is seen (personally and speculatively)  on a few levels and in a few ways, but happy go lucky, the media isn’t on that level yet (or ever). So does anyone else have the idea that something doesn’t seem to add up or match to the stage of a 500 billion dollar solution? Just a few questions come to mind at this point. 

Have a great day today, there about to have breakfast in Toronto and I kinda miss than frisky cold atmosphere whist drinking an elephant coffee (Jumbo cappuccino with full cream milk and three raw sugars) whilst nibbling on some sandwich (nearly anything goes there). So enjoy your day today.

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Who are they kidding?

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

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

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

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

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

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

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As the world grows smaller

That is at times the setting, not because we are shrinking, but people leap with larger bounds, seek more distant settings and as distant settings become more and more reachable we seem to be shrinking. For the world this also means that other means become available. And here The United Arab Emirates take a leap, more specifically the ADNOC (Abu Dhabi National Oil Company) seeks to deliver LNG, more even better stated more LNG to the world as we are handed that “Abu Dhabi National Oil Co.’s shipping arm is evaluating the purchase of liquefied natural gas tankers as the state producer accelerates its push into global gas trading. Adnoc Logistics & Services may order four to six vessels to support the group’s expanding international business, Chief Executive Officer Abdulkareem Al Masabi said in an interview Wednesday. The order would come in addition to 14 LNG carriers already contracted to serve export projects in the United Arab Emirates.” this comes with the added setting of “Some of the new tankers could be ordered this year if a decision is taken to buy them, Al Masabi said without disclosing the potential cost. The company said Thursday that it continues to monitor developments in the global LNG market, but no orders for additional LNG vessels have been decided. Expanding the fleet would give Adnoc greater flexibility to market cargoes internationally rather than relying solely on long-term contracts.” Come to think of it, I wrote ‘Sinking a dilemma’ on February 1st 2026 (at https://lawlordtobe.com/2026/02/01/sinking-a-dilemma/) seems like a nice coincidence, because that tunnel might avoid several pressures. And as we are given “Al Masabi also said tensions in the Red Sea have “calmed down,” though the route remains sensitive after months of attacks by Iranian-linked Houthi forces prompted many shipping companies to avoid the area. Some operators have recently resumed or increased voyages through the corridor.” This doesn’t cover the pressures there were, but it is related. If there are more options, more and more countries will hammer the Houthi forces with drones (and optionally actual aircrafts) to keep the Houthi population down (preferable close to zero). But these forces rely on Iranian support and at present Iran is walking a fine line. I personally am still open to the destruction of their oil reserves as an empty coffer wouldn’t allow them to buy any DLE-170 170CC Twin Two-stroke part, as such the problem also goes away. Yes, I know it is a figment of my imagination, but the idea that the Iranian Credit Card is no longer allowed to be used to buy any weapons is a nice dream to have. And as we are also given “Adnoc L&S is adding vessels to handle rising domestic export capacity. The company will take delivery of two LNG carriers this year — adding to four already received — to transport gas from Abu Dhabi’s existing export terminal at Das Island. A further eight ships will serve the Ruwais LNG terminal under construction on the Gulf coast, which is scheduled for completion in 2028.” As such (as I see it) Emirati export is going nicely in an upward setting. 

But personally (which might rely on flawed logic) there is every chance that people working in the oil and gas industry might also find employment there. It comes with all kinds of settings (not all seen as positive) as you might find yourself doing a tour on Das Island which is around 173.4 KM away from the party centres of Dubai and Abu Dhabi, but I reckon that its airport makes that trip in under an hour (call for specifics +97126063622). And that is the symbiosis you would want, work hard all day and twice a week (or a weekend) splash it around in either two places. But I might be oversimplifying the problem. 

What does matter that ADNOC has a growing availability of something almost the entire world needs and that makes it a sellers market. So get your orders of LNG in quick, once the contracts are signed the abundance goes away for you.

Have a great day, time for me to seek out the coolness of ice coffee and take a small walk.

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Is anyone still in doubt?

That was the setting that was given to me by the Guardian, who produced ‘Mark Carney reminds Trump that Canada paid for key border bridge US president says he won’t open’ (at https://www.theguardian.com/us-news/2026/feb/10/trump-canada-windsor-detroit-bridge), this comes with the fun fact that the Guardian was trailing my previous article by several hours. So as we are given “Mark Carney said he had held a “positive” conversation with Donald Trump after the US leader threatened to block a new key bridge between their two countries, reminding the president that Canada paid for the structure – and that the US shares ownership.” This comes with the additional “Late on Monday, Trump posted a lengthy message on social media, falsely claiming that the $4.6bn Gordie Howe International Bridge between Windsor, Ontario, and Detroit, Michigan, had “virtually no US content”. The bridge is due to open in early 2026. In his post, Trump had also claimed that Canada owns both ends of the bridge and made a bizarre assertion that increased trade between Canada and China would include a ban on Canadians playing ice hockey.” So beside the ludicrous Hockey setting, and it is ludicrous as China has Kunlun Red Star is the most prominent Chinese professional ice hockey club. You know what? Because Canada has an evolving Chinese trade setting. Perhaps Prime Minister Mark Carney could invite Kunlun Red Star and let them play against some of the Canadian teams n Canada. Might be a sight to watch and whilst we all watch these games we could repeat the claims from President Trump on the big screens, so that the Chinese have something to laugh about to. So as we are given ““Now, the Canadian Government expects me, as President of the United States, to PERMIT them to just ‘take advantage of America!’ What does the United States of America get – Absolutely NOTHING!” he wrote.” As I see it, Canada paid for that bridge, as such the united States of America has a sweet deal here and there is another setting (my apologies mr. Prime Minster) it could open up a new stage of shipping Chinese EV cars to the united States, complete with Huawei routers (I have a sick sense of humor). But the story is not this, as I see it, after all the BS we are shown. I am more and more convinced that the United States of America is out of funds. The 2 billion due to the United Nations, we are also given that “In 2025, over $32 billion in U.S. clean energy and manufacturing projects were cancelled, largely driven by shifting federal policies, economic instability, and high interest rates. Impacting over 40,000 jobs, major project cancellations included EV battery plants in Georgia and Michigan, and massive offshore wind developments.” (Source: Fast Company) and that list goes on and when you get to the Jersey tunnel setting that is shutdown in the 11th hour, the only thing remaining is the lack of the US Bank Balance. The tantrums of the President of the united States might have something do to with the Epstein files, but when you see how hundred of thousands of jobs are thrown in the wind, I actually doubt it. The fact that the US can no longer foot the bills that previous administrations vied for and mostly opened funds for gives me the weird setting that we are watching the final hours of a functioning United States of America. And in this there is more, but there is no real link and it is a massive  speculation. You see, one day ago we saw (source: TechStock2) ‘JP Morgan’s return-to-office fight turns personal as staff warn of ‘career suicide’’ where we see:

I personally believe that it is set to the given mandate of secrecy, there are too many things you cannot keep under wrap in a hybrid workforce. I think that these last days might be massively lucrative for JP Morgan, but this is only possible when all heads look the same way and that is a non-option in a hybrid workforce. I believe that JP Morgan is seeing the water rise and it needs an attentive workforce (in the office) That is the setting that I personally believe is the case (remember: I could be wrong). And it isn’t only JP Morgan, other banks are in the same setting. As I see it, the party is over and to survive what comes requires a massive amount of focus and adherence to protocols. Now, I could be wrong, but the settings as they evolved over the last two months are giving me the shivers. Because when the economy of the United States goes down, Japan and the EU will take massive hits and I am not sure if they could survive these hits. Consider these points:

So, what do you think will happen with the US Treasury bonds when the US Administration forgo payment? Consider that you have maximum 6 months to see this unfold and when the US Bonds do take a dive, what will remain of the $52.1 trillion? (It is not a hidden trap, I actually don’t know how much of all this is in bonds, but it is a lot). Another connected piece of information comes from BitGet (source is unknown to me) where we see “JPMorgan Asset Management’s Chief Global Strategist David Kelly has issued a stern warning, stating that the current stock market boom is mainly supported by liquidity and the performance of large technology stocks, showing signs of a “bubble” and is clearly disconnected from the real economy. He described the current economy as a combination of “weak consumption, sluggish employment growth, and low public sentiment.”The report points out that the start of the first quarter of 2026 has been quite turbulent, with a significant reduction in consumer activity.” As such a bubble? And not connected to the economy? When did something like that ever go good? As such we see warnings from all over the field, but to see what is real and what not is anyones guess. You know if we have some kind of register where all this is put down? A place where we can rely on the information given? Because as I see it, the newspapers are too busy starting flames for their digital dollars and both these elements do not inspire confidence, but that might be merely me talking. 

So as I see it, with all the issues going on, it would be my (optionally fictive view) that a President of the United States would be bending over backwards to get allies, to get an active economy (not merely stating that is is beautiful) but that might merely be me. Although, Canada has a person in charge who used to be the Governor of the bank of England, what does he think?

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And we’re off

That sounds like the starting noise of a race and you might not be wrong. You see, Abu Dhabi News gives us ‘Non-oil trade reaches 38.8 billion dirhams in nine months’ that boils down to C$15 billion in Canadian terms (A$ 15.2 billion in Australian settings). That is massive and this is excluding their largest stage, oil. As such it reflects on Real estate, groceries, Apple products and entry tickets to the attractions on Yas Island. This is big! 

We are given “The UAE and Kuwait continue to strengthen their economic and commercial relations through sustained bilateral trade growth, with non-oil trade reaching 50 billion dirhams in 2024, reflecting a 9% increase compared to 45.7 billion dirhams in 2023. This UAE-Kuwait economic partnership demonstrates the strategic depth of cooperation between the two Gulf nations, according to official data from the UAE Ministry of Economy and Tourism.” The idea that they surpassed their 2024 numbers by well over 9% is reason to give it more attention. It implies that the UAE is surpassing their non-oil stage by approximately 9% year on year. I personally think that their windfall is coming from tourism (with people being fed up with the United States) might speculative, but when you look at the presented windfall that Yas Island is giving Abu Dhabi that  speculation is not that much of a stretch. 

And the settings for a pairing of Kuwait and UAE stage seems a stretch, but as we are given “Kuwait ranks as the 14th largest global trading partner for the UAE in 2024 and fourth among Arab nations. Meanwhile, the UAE serves as Kuwait’s second-largest trading partner worldwide and first among Arab and Gulf states. The Emirates captures approximately 20% of Kuwait’s non-oil exports, according to official statistics.

Additionally, trade between the two countries represented nearly two-thirds of Kuwait’s total trade with GCC countries during 2024. The UAE holds the top position globally in receiving Kuwait’s non-oil exports, accounting for more than 15.7% of Kuwait’s total non-oil export volume. In imports, the Emirates ranked second globally for Kuwait in 2023.” It might not seems that much of a reach. I personally felt that over 5 years ago, the stabilizing factor that Saudi Arabia and the UAE might become to the Arabian table of economic placement was overreach (stated by some) but this news is sounding that I was right all along. As the western press seems to relish breaking up this winning team, there is a setting that we are not looking at. Even if there was some discord between Saudi Arabia and the UAE, the need that this is properly looked at requires us all to consider Al Arabiya and the Khaleej Times to be a much better source of information than most of the Western media a they are in league with whatever influencers are baiting their digital dollars and the flames that these players like to present. In addition to the previous quote, it seems relevant to include “The UAE hosts more than 1,700 Kuwaiti trademarks, 13 registered commercial agencies, and 15 Kuwaiti companies, according to Ministry of Economy and Tourism data. Key Kuwaiti investment sectors in the Emirates include financial services and insurance, manufacturing, real estate, information and communications, wholesale and retail trade, mining, construction, hospitality, transportation, and professional services.” It implies that the stabilizing influence of the UAE is growing. Should Bahrain, Oman and Egypt find the solution on this stabilizing dinner table then there is no reason to see the Arab world anything else than part of a new world order where Islam could find its solace that they are well represented. If Saudi Arabia gets Turkey, Libya and Morocco onboard then we get a new setting, not merely an Arab world stage, but an expanding Arab world (something that makes both the United States and Israel frightening) but the reality is that the United States are pretty much done for and they always ‘screamed’ the phrase “Money Talks and bullshit walks”, now that they are held to the same premise might not seem nice but it is the reality they created and now that the $38 trillion of debt is biting them hard as the interest of over a trillion dollars is due every year is downing whatever they have left and as Canada is a commonwealth nation that is liking their optional EU setting and their optional new trading connections to China is setting themselves up for a larger slice of the economic pie, whilst the pie of the United States is getting smaller by the quarter. In that setting The Arab World is the new larger stage player that is seen in a positive light by both China and the EU and those Islamophobic influencer stories will be actively banned from the media (about a decade to late) and as such the stabilizing effect that I foresaw about a decade ago is coming to pass into reality. As such the story given to us by Sami Mohamed is not merely reporting it is prophecy coming to pass, but I must admit that it was seemingly my prophecy alone and I am kinda happy that this is happening. It means that I saw the stages over the last decade correctly and whatever ‘pseudo’ economists and journalists who were stating that the US economy is doing great are now in a ratchet state of denial and hiding behind excuses like ‘it was a complex situation’ my response? I saw it as a non-economist, you should have been on board from the get go. And I might do this later as I put it in my blog and recall their responses holding my non-economic degrees against their so called decades of expertise and time is my ally here. As the reports are set to Internet and their publications, I merely need to keep record and that might be frightening to them, but it is what it is and the settings by others are proving me right.

Within half a century the Arab world went from ‘appeasing nation’ into the invited head setting of any table and they waited long enough. Now those who called them ally (at a cost) are pulled into the limelight and held in front of a mirror. As such the Abu Dhabi News gave me more than one reason to celebrate and I reckon there is more to come, we only concluded one month in 2026, I reckon that by month 8 a lot more clarity is seen in several connections. 

So you all have a great day, I am feeling fine at present.

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Counterpart of the equation

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

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

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

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

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A call to arms

That is at the foundation of my thinking. When I saw the news ‘Trump threatens new tariffs on countries opposed to Greenland takeover’ (at https://www.bbc.com/news/articles/c9qpy952xvno), Al Jazeera gave nearly the same news, something cracked in me. I became agitated and as such something has to be done. We can threaten with arms, but my skill (beside a marksman) has always been my insight in data. And as Such I am calling the following persons to active duty of a sort.

There might be more, but they would fall under the ‘all other’ mention that the US Treasury has, it would be nice if China and Japan would stand with the EU and Nato, but they have their own ponds to worry about. But these people control $2.8868 Trillion in US Treasury bonds and with America now threatening those who stand with Denmark and Greenland with tariff sanctions, there comes a need to show that man who has the power and it is not him. As such I am kindly asking these people to sell (or dump) all the treasury bonds they have and give President Trump a decent headache of nearly 3 trillion dollars. 

I reckon that he will sing a very different tune soon enough. The entire setting of ‘national security’ is just an excuse for something else and I have voiced my concern more than once, but in this case it is a simple setting of “President Donald Trump on Friday threatened to place tariffs on nations that do not go along with his ambitions to annex Greenland.” And I feel for Denmark and as such it is time to turn the play around, because with additional trillions, America will get a new severe headache. One that they cannot run from because they never controlled their spending habit. I agree it is a bit much, but seeing that most of us are being made redundant whilst we see this happening and the media is going along with whatever story they are handed from the power players I a little bit too much for me, and as such I propose this solution. 

Perhaps this will wake up the American Administration into playing nice, there is only so much we are willing to accept. So have a great day, it is 05:30 here now and I am currently done with sleeping. It sucks to be me.

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Consideration or realisation?

That is at times the question, because I was ‘informed’ of something I didn’t know (mostly because I don’t care) but it does set a different tone to other matters. We already knew that China is ‘market’ leader here, Some might have seen quotes no unlike this one “By the early 2020s, China accounted for roughly 70 percent of global rare-earth mining and more than 90 percent of processing and finished metal” some have seen this before and I am not vying for accuracy on this. I’ll accept it as is. So as America is so on the ball towards Greenland, the news I saw today has me stumped. We get from Discovery Alert (at https://discoveryalert.com.au/rare-earth-processing-saudi-arabia-2026-strategic-partnerships/) less than 12 hours ago ‘Saudi Arabia’s $1.5 Billion Rare Earth Processing Joint Venture’ with the added “The global rare earth elements sector stands at a critical juncture where supply chain concentration has created strategic vulnerabilities for advanced manufacturing industries worldwide. As dependencies on single-source processing capabilities intensify across defense, aerospace, and renewable energy sectors, alternative processing hubs have emerged as essential infrastructure for maintaining technological sovereignty. This analysis examines how new joint venture in Saudi Arabia for rare earth processing initiatives are reshaping market dynamics through strategic partnerships that leverage regional industrial advantages while addressing critical minerals energy transition needs.” Why would President Trump want to wage a losing war on the EU over Greenland? It is not national security, it seemingly is not about the rare earths, depending on what Greenland has and it does have diamonds there, but how much of that 3D carbon structure is there, I don’t know. And when the article comes to ‘Key Partnership Structures in Saudi Rare Earth Development’ we might get a clue. The agreement gives us: 

So is that it? You can see the roundup at https://www.criticalmetalscorp.com/projects/project-tanbreez/ and it gives us “The Tanbreez Rare Earth Project is an advanced, permitted asset poised to become a cornerstone in the global supply of rare earth elements (REEs) for North America and Europe. Positioned to deliver a sustainable, reliable, and long-term supply, this world-class project is set to meet the surging demand for critical minerals essential to national security, advanced technologies, defense systems, and the green energy transition.” Would it be THAT simple? The United States doesn’t want to share and doesn’t want Europe involved, so it does this? It gives my “America is broke” setting additional value, but does any nation want to go to war over this? It is an unspoken setting towards governmental greed and as far as I can tell the media is seemingly completely stumped on this. Now if these two sources are bogus, so is the mindset on this, but the second source has a whole range of ‘likable’ people completely with LinkedIn settings. As such how could the media have failed us all to this degree?

The second setting is Discovery Alert, if they are on the up and up or not. And it would be a fair question to ask this, but I have no idea and something this juicy I set in my blog. There is always the setting that they are the bamboozlers as such they can deal with the fallout that the Saudi government gives them as well as the Department of Justice. I am pretty sure that the White House is detesting to be used as a punching bag for any kind of media. 

But what if it is all true, how defining are these two documents on how broke The USA really is? Well first there was the debacle about the 51st state (Canada) and how great America’s healthcare really is (I still haven’t stop howling on that one as Canada’s healthcare is vastly superior), we then get all kinds of other reasons and Canada merely looks around and makes larger deals with Mexico, Seemingly the UAE, Europe and now China. So as I see it, Canada is coming out on top and the USA has a dwindling revenue setting. Then we get the Venezuela oil setting where the oil tycoon’s in the Unknown Settings of Avarice are bailing out as they don’t have the stomach to do this over there. I was of the mind to set up the refineries in Texas and ship all the crude to Texas for processing. It gives Texas the jobs, it gives America the revenue and you merely waste 2-3 tankers which will require intense scrubbing, but that is my oversimplified setting here. And after that we get the Greenland setting where ABC reported 10 hours ago ‘European troops won’t change Trump’s ambition for Greenland, says White House’, as such the question becomes is America that broke or is there something else going on? The two settings clash as I see it and as I see it, there is an unknown factor in the works, because no one is so mentally so unstable to take on Europe, especially as Europe is holding significant amounts of U.S. Treasury bonds (over $3 trillion in total debt, including the UK), viewing them initially as safe investments, but recent geopolitical tensions, especially regarding potential U.S. trade or foreign policy shifts and when Europe dumps those treasury bonds, the US debt rises to well over 40 trillion, because they cannot survive that setting. It will result in Japan and China dumping their bonds as well and the economy that the White House thought they had evaporates like snowflakes in a volcano. You can see that in action in Iceland, and they have a few other examples where snow evaporates really quickly. So I have to wonder as a non-economist, what am I not seeing? What more is there and what is the media keeping hidden (through embargo or other means). I wonder because I just saw a part being raised that I never considered before. I always keep in mind that I am missing something, but this is something the media should have reported on and I am not seeing anything on this. And come to think of this, why would someone mess with what is called “to deliver a sustainable, reliable, and long-term supply” I am grasping at straws here at present, because no-one wants a war with America, they won’t win but I have friends I Europe and It might be nice if they outlived me. And for that matter, my financial setting will not improve if the US dollar collapses because that is now also in the works.

Have a great day, it is almost Saturday brekkie time (in about 13 hours), so see you all for my next blog.

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Doubt

There are points where there is doubt, and then there are points where doubt does not come in. I for one have no doubt that President Trump is faking a lot, we see the rhetoric “If we don’t take Greenland, China or Russia will.” I don’t think so, but I have no data that sways me from one side to the other. Russia just got bitch slapped by Ukraine and NATO has no problem to do that to Russia a few times more. China has its own rare metals deposits all over China and as I see it, USA is broke, they need it more than the other players, especially as the oil tycoons don’t see an option in Venezuela. The other side is also about war drums. They will cancel every base America has in Europe. That is nice, but Rammstein is one hell of an investment by its soldiers in Kaiserslautern, when that goes the economy from that town gets a left cross, a right cross and an uppercut, straight into the wallet of that place, but perhaps Germany figured on those losses and will persevere. There are several other bases that gets closed down and I’m all for that, they attacked and they are now putting the fire under Greenland (Denmark too). Al Jazeera gives us less then an hour ago ‘Danish FM says Denmark, US still ‘differ’ over Greenland’ They give us that “US President Donald Trump says in a post on Truth Social that the United States control of Greenland is “vital” for his planned Golden Dome air and missile defence system.” Whilst 16 minutes ago the were given “Now, they’re willing to talk about the possibility of expanding US bases. The US has had a base there for many, many years. They have a base there at the moment, it has about 150 personnel there, but the Danes and the Greenlandic government are willing to discuss expanding the US military presence there. But Donald Trump says that unless it’s under US control, then anything less is unacceptable, and he’d like to see the US move into Greenland sooner than later.” And no one raises how broke the USA actually is, that is the crunch of it all and the is why President Trump needs Greenland, not for any other reason, because if national security was the issue there would have been a base expansion. Its really that simple.

ABC gave us 13 hours ago “He also said he would rather “make a deal” for the territory, but added: “One way or the other, we’re going to have Greenland.”” Which is feeding my ‘USA is broke’ setting, but nothing more than that. CNBC gives us a mere 13 minutes ago ‘Trump, Denmark have ‘fundamental disagreement’ over Greenland but will keep talking, officials say’ this makes it sound desperate, Denmark gave their answer and Trump now comes across as the teenager which is silenced by the girl stating ‘If you shut the fuck up, I’ll have sex with you’. Yes it sounds weirdly desperate and for the reason that he is broke, he needs to take that posture, because the moment he starts mining and not expanding the base and other settings they ‘need’ for national security, my point stands and the global media is shown as utterly useless, especially their economic columns. So I reckon that we can point at these media dodo’s at the next Davos in the desert and ask them whatever they aren’t seeing now, they’ll be getting their daily dose of news with a healthy set of sarcasm wherever they turn. Oh, and I insist on a published list of American Stakeholders, they might have done their jobs, but they get in the USA unemploymancy line, because as I see it, they are through in the EU and Commonwealth. But that is a setting for another day. Another setting Al Jazeera is giving us a mere 14 hours ago was ‘Why Greenland and Europe might have to offer Trump concessions’, I get it, it would settle the pressures that the USA is seeing and that would make Wall Street happy, but that still exposes the President Trump setting with a declines credit card. With “Europe might offer a minerals deal and greater US security presence on Greenland. But will that be enough to satiate Trump?” On one side there is the chance that the shorelines of the American east coast could rise 3-5 meters as there would be an enormous ice melt on Greenland, so happy us, on the other hand, what is left of Greenland would throw its lives in all kinds of hardship and that is not good. And I am a sneaky one, as Al Jazeera is giving us “Copenhagen is tooling up. It has announced $4.2bn in extra defence spending for the Arctic. And it is buying 16 more F-35 fighter jets (from, of course, the US). But even so, Denmark would have little chance against the full might of the US military.” There is every chance that those 16 F-35’s will be cancelled and they might buy the Gripen, or perhaps even the Future Combat Air System (FCAS), I think it is not a good idea to buy from the people that are trying to invade your domain, but that might be just me. 

All this whilst RFI gives us 11 minutes ago ‘Macron warns of ‘cascading consequences’ if US seizes Greenland’ here we see ““France is closely monitoring the situation and will act in full solidarity with Denmark and its sovereignty.” Macron’s comments came after US President Donald Trump said American control of Greenland was “vital” for a planned Golden Dome air and missile defence system.” And as I see it, there is some bad blood here too (something about submarines), so as I see it, almost all of Europe is up in arms about this and there might be some consideration that USA could end up getting thrown out of NATO, President Trump doesn’t care about that anyway (several quotes to that effect were given), which will free up all those bases in Europe as well and as Russia is now a mere shadow from what it was (due to the Ukraine) a different setting might be playing out and as that happens, when Russia and China are ‘discussing’ what to do with the USA, the average American will enter a new stage of being a third world citizen. Several mentions have been seen all over the media, but with the thoughts I saw from the data I have had in my possession for over 13 years, the setting sounds right, but I fear that this is where my opinion is not enough. When the infrastructure collapses, the average would be grateful to be a third world citizen, their lives will be worse than the lives the people had in 1932. By then, one of every four workers was unemployed. Banks failed and life savings were lost, leaving many Americans destitute. With no job and no savings, thousands of Americans lost their homes. This time around one in three will be without income, all pensioners are without money and millions will be without a home. And when these banks collapse they will be confiscated by others and picked dry like a vulture goes after the carcass of the banks. That is what I expect to see, but I will admit that my view is beyond gloomy (and highly speculative), the fun I am getting now is that others are hiding behind their AI systems thinking it is not going to be that bad. So they are using training on data that has not existed before, their AI systems are highly unvalidated and none of the remaining data was verified. So when they figure out what that will entail, others will figure out that you cannot train data on setting we have never seen before and that will crush their AI dreams (which never should have existed). And for the Americans wanting to avoid that, Saudi Aramco is giving us 

We are looking for experienced professionals in a wide range of fields including engineering, geosciences, drilling, R&D, as well as education, finance, law, and other administrative areas. We generally seek candidates who possess a minimum of five to 10 years of applicable experience. Innovation is highly valued here at Saudi Aramco, and thesis work that furthers the industry’s general knowledge of oil and gas exploration and production is of particular interest. Active participation in relevant professional associations is also looked upon favorably.

So up to 3500 people can escape the hardship that is coming for them. I reckon that I will try a setting with ADNOC, they also need people and I fear that large parts of the Commonwealth will be equally hit. Larger part of the Commonwealth ‘embraced’ the American setting for too long, these firms will implode and the need for data cleaners and data validators will not be in great demand, they are all dependent on firms based in the USA, and when that goes, 4 out of every jobs in that sector will vanish. Not a good thing. So whilst in doubt I say onto you, never believe one source and verify all you can, because you are about to make hardship decisions and that better come through verified sources, because you will be making too dangerous a decision on anything not verified or validated. 

That is life and that is the life you must avoid. And for those people stating that my words are harsh and stated on the way they are, I say “I get that and you are free to consider any option”, but this is how I see it and the fact that Greenland is still playing out is the reason that there is ‘wiggle room’ and if my setting of ‘USA is broke’ is wrong, so is this entire setting. But there have been economists (read: JP Morgan) who made similar claims and they are better at this then I am and when you take that setting with Venezuela my picture looks a lot more precise that anyone should consider wrong and 23 hours ago we were given ‘Venezuela Oil Revival: Years and Billions Needed’, The USA doesn’t have years and the oil tycoons aren’t willing to invest billions in that direction. It comes with the additional quote “According to TotalEnergies CEO Patrick Pouyanne, significant investment and time are required to restore Venezuela’s oil production capacity. TotalEnergies is a global multi-energy company that produces and markets energies on a global scale.” And that was for starters, so I get that President Trump must have Greenland, their 57,000 citizens sound more appealing than the 92,600 soldiers that Canada can set up that way when it tries to invade Canada, simple calculus and with that he is attracting the armies of the entire Commonwealth, he could win, but the losses for America will be great. And before we get to that, the USA banks will have cracked. No, Greenland is as I see it the only option he has at present. 

But there is doubt in a lot I said in here and there is a fair bit of speculation in all this, there is one thing I am decently certain of (no one is ever 100% correct), the USA is broke and it is about to show. Have a great day.

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The call from outside

That is at times the setting we anticipate, but is that always the case? The Guardian (at https://www.theguardian.com/business/2026/jan/12/jerome-powell-investigation-explained) gives us ‘Why is Trump’s justice department investigating Fed chair Jerome Powell?’ Personally when you make blunders the way President Trump is making them, you need one man in your corner and I reckon it is supposed to be Jerome Powell, the Fed chair is supposed to be impartial, as such he would be a tremendous ally, even as the setting stands, so what gives? Well, I reckon that some see that Stage four of the American collapse has begun. I think the same thing for other reasons but their voice fills the few gaps I had, so there it is. Ad the Guardian gives us “Powell publicly denounced the inquiry as punishment for not bowing to the president’s wishes on interest rates” too, right under the headline. As such we are also given that “Trump has long wanted the Fed to lower interest rates, claiming that cutting rates would save “$1tn a year” and spur economic activity.” But at present (as It stands) we are given “Economists have also sounded the alarm, warning that Trump’s attempts to influence the Fed could risk plunging the US into a period of 1970s-style inflation, and trigger a global backlash in financial markets.” And even as they have Jerome Powell, is not alone here. We are given “Powell alone does not set interest rates. He is part of the Federal Open Market Committee (FOMC), the 12-member board that votes eight times a year on any changes to interest rates. Though Powell is just one vote out of 12, he has enormous sway as the most influential voice on the state of the US economy.” And this comes with “Fed economists often refer to the central bank’s “dual mandate”: mitigating price increases, while keeping unemployment low. Cutting rates too quickly risks higher inflation in the long term, but rates that are too high can stagnate the labor market.” To translate this, we have a house, there are three element that can be set. The house can be built Fast<>Slow, The quality of the house can be High<> Low and the Price can be High<>Low. Now the game tells us that we can set two dials, the third is forced upon us. So we can have a high quality low priced house, but the speed will then be slow. You get the idea, the third dial never ever goes your way and that is what the Federal Exchange is working with and with that setting there are problems and the interest rates are the third dial. President Trump can blow all he wants like the big bad wolf, but the Exchange rates building is build out of bricks and mortar, not straw and not wood. So whilst he wants for pressure all around him, he is now facing the ‘beginning’ of what some call ‘Hyperinflation’, I am not one of them, because I lack the economic degrees to do this comfortably. But the signs have been out there. As Saudi Arabia and Chiba are selling the US Treasury bonds, the world is watching how America is drowning its own country. 

All this is happening whilst ABC gives us (at https://www.abc.net.au/news/2026-01-12/criminal-investigation-opens-into-us-federal-reserve-chair/106220038) ‘US federal prosecutors open criminal inquiry into US Federal Reserve chair’ and heart we are given “US federal prosecutors have opened a criminal inquiry into the US Federal Reserve chair, Jerome Powell, he said on Sunday, local time. Mr Powell says he was threatened with criminal charges because he had set interest rates based on economic analysis rather than politics”, as well as “The legal threat amounts to a dramatic escalation in a fight between Mr Powell and US President Donald Trump, with analysts saying it could affect longer-term Australian interest rates.” As I personally see it, President Trump better come with massively verifiable evidence. There is every chance that Jerome Powell will stat some liability case with a pay out in the billions. I reckon that this will stump the economy to a much larger degree, because whomever fills that chair (I have no idea who does) better not play the political game until this president is gone, as such President Trump for the most lost all the marbles in this game and he will not get any other marbles. As such several states will seek safety FROM President Trump instead of with President Trump and the White House. I reckon that if Texas and California seek such a solution the age of the White House getting any input will be swayed towards other settings before long,. But this last part is pure speculation. But the sentiment rings true. And whilst China is dumping whatever US Bonds they might still have, it will hit America much harder that they bargained for. So whilst the ABC gives us ““On Friday, the Department of Justice served the Federal Reserve with grand jury subpoenas, threatening a criminal indictment related to my testimony before the Senate Banking Committee last June,” Mr Powell said in a statement. The testimony concerned, in part, a multi-year project to renovate historic Federal Reserve office buildings. “But this unprecedented action should be seen in the broader context of the administration’s threats and ongoing pressure,” he said. “This new threat is not about my testimony last June or about the renovation of the Federal Reserve buildings. “I have deep respect for the rule of law and for accountability in our democracy. No-one — certainly not the chair of the Federal Reserve — is above the law.”” But that opens up another an of worms, all the evidence concerning the Tariffs are now brought into the light, as such all the claims the American Administration made on the profits ‘gained’ can now be brought into the light and it will merely take one democratic voice to add this to any testimony that is given and the game is up for this Administration. As such I reckon that this is a really silly move. And when you consider the idea that this is not how this plays. Consider that one of the questions that are entertained “Why are the interest rates increasing?” And it only requires one of the following answers in any related subpoena: “The tariffs weren’t giving us the revenue we were told”, “Tourism had much less revenue in 2025 due to connected issues shutting down” or even “Canada has been cancelling orders for many billions and we have to get the articles somewhere else and more expensive” any of these three answers are needed and all three are expected to come into that setting and they would all have raised interest rates. So how about that? President Trump seemingly shot himself in the foot yet again. A folly from start to finish.

And all this is a given, because the Guardian gives us (at the end) “A statement signed by every living former Fed chair condemned the investigation, and warned that similar political attacks on independent central banks have led to unstable economies and higher costs of living.” Because that is what people want, a more expensive cost of life. As such the entire issues is stupid, ego driven and self deflating. All that because the ego of one person seemingly goes against economic rationality. So good luck with that. 

So are we watching into what some call stage 4 of the American economy? It seems to fit, but I cannot tell because I lack the economic education on this, but no one is seemingly asking the economy boffins of the media either. Have a great day today.

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