Tag Archives: China

December 17, 2025 · 21:24

The neighbors have coffee

That is the setting, but that is not what this is about. We are given a setting (at https://www.sbs.com.au/news/article/trump-has-ordered-naval-blockade-of-sanctioned-oil-tankers-in-venezuela-he-says/gcrwrmllu) where we see ‘‘Act of war’: Trump orders blockade of ‘sanctioned’ Venezuela oil tankers’ and we see “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production. The US armada “will only get bigger,” Trump said, until Venezuela returns “to the United States of America all of the Oil, Land, and other Assets that they previously stole from us.”” But is that true? At what point did Venezuela steal oil from America? Why assets did they steal? What land was stolen? Can we get a clear explanation of that? And if comes with two other settings. The US is pulling out all its troops out of Europe. And in the second setting we see today that one of the most successful American businesses is filing for Bankruptcy. Del Monte originated from California canners in the late 1800s, becoming a household name through the California Packing Corporation (Calpak). It has filed for bankruptcy due to the tariffs on fruits and aluminum. It drove them under in 6 months. And as I see it, a speculated setting is that President Trump will need to sue the BBC, because America is about to lose everything and not one intelligent being will do business with him beginning in 2026. 

As I said so before, America is done for and the longer everything is suspended in ‘investigations’ the longer it takes for the America people to see what hardship they are due for, not for a week or a month, but for several years and that is if someone takes over the helm of the good ship America and takes it in a 180 degree different course, there is no other way and even then it will take half a decade to clear the tourism setting that it now has and rebuild trust (which will speculatively take 3-5 years). 

So as we were given “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production.” as well as “Caracas blasted Trump’s announcement on Tuesday, saying he aimed at “stealing the riches that belong to our homeland.” Venezuela has been sidestepping US oil sanctions for years, selling crude at a discounted price on the black market, mainly to China. Venezuela is estimated to have oil reserves of some 303 billion barrels, according to the Organization of the Petroleum Exporting Countries (OPEC) — more than any other nation. “If there are no oil exports, it will affect the foreign exchange market, the country’s imports … There could be an economic crisis,” Elias Ferrer of Orinoco Research, a Venezuelan advisory firm, told AFP recently.” As I personally see it (and I might be wrong) America is broke and it is about to lose whatever it has to pay for the interest on the loans they have. The Administration had a setting they tried and it backfired. Greenland isn’t giving up its land, Canada is turning down America and worse still, Canada is now making headway in impressive economic strides for Canada which is also hurting America. As I see it, the stage that was left was to ‘annex’ the Venezuelan oil fields. This is likely to fail, but more disastrous nearly all lands will gain mistrust of the American way which is now showing to be selfish at the expense of all others. That is as I see it the Legacy that President Trump is leaving behind and the sooner others see it the way (several already do) the more America sees the hurt it imposed on itself. 

And when places like Del Monte is filing for bankruptcy, it will not be alone ad the more these places are hidden due to ‘National Security’ or whatever reason is given and others are seemingly ready to follow. There is American Unagi, American Signature, parent company of furnishings retailers American Signature Furniture and Value City and more are on the list of those reading Chapter 11 of the book of economic hardship. All these facts are settings that give America a stage of disaster and the American administration remains in denial. 

Even if America succeeds with Venezuela, America is done for. No-one will trust America for decades. Not the EU, not the Commonwealth and parts of Asia will also shun America. And for a lot Canada is the more trustworthy option, so Canada will de decently well and as we recently saw Lockheed Martin is getting replaced by Saab AB and that is merely the tip of the iceberg. So whilst America withdraws the troops from Europe, Europe has one card left to play. It can throw America out of NATO and that has massive repercussions. You see America has 70,000 troops in Europe, those who are send back will likely lose their jobs, then they get a massive downturn in their defense industry. Which will upset Raytheon, Northrop Grumman and Lockheed Martin. All that has a massive economic footprint. When the Europeans turn away from American hardware, America’s economy takes a swift dive into an abyss where it cannot afford the gravy trains it supported and that has other impacts as well. I reckon that the media is next, as American media gets shunned in Europe and the Commonwealth their incomes and more important their influence will wane into near nothingness. 

So am I correct?

I honestly don’t know, but that is what I see, the markers are undeniable and they tend to cross nations, they cross interests and they cross political allies. As I see it, America might in the end have one ally left, Russia. So how does that sit with the anti-communist setting of the Republican Party? And next on that list id the waning of the CIA, you see as the Commonwealth stops trusting America, the CIA us also shunned from the meetings it needs to have and as such it is about to require a lot more money to stay afloat and that is the one thing America no longer has (at least until they get the Venezuelan oil) settings upon settings that sets the game that will be played and America is largely out of moves. They are about to falter in intelligence, they are faltering in business, the will soon falter in media and as I see it, the steps the American administration made towards Hollywood is strengthening Canadian, Australian and British film industries and those settings are getting larger and worse for America. So feel free to disagree and that is fine, but I reckon you need to investigate on yourself and see what the media is hiding from a lot of people. And as I see it, America is about to falter and leave the people in America without anything. Because the AI scare fare is about to cost American wealth trillions of dollars (according to some a number between nine and fifteen) who who gets to pay for all that? Microsoft? OpenAI? I reckon that it will come out of retirement funds and if I am wrong, I am wrong. But do come with actual numbers. We can see “US retirement funds are extensively invested in artificial intelligence (AI), primarily through large index funds, mutual funds, and ETFs that hold significant stakes in major tech companies leading the AI revolution, such as Nvidia, Microsoft, and Alphabet.” As well as “Indirect Investment via Large Cap Tech Holdings: Many common retirement savings options, like S&P 500 index funds or target-date funds, have a large, concentrated exposure to the “Magnificent Seven” tech stocks (Nvidia, Microsoft, Meta, etc.) that are heavily driving AI innovation. Nvidia’s significant market value, for example, means it has a large weighting in many diversified portfolios, creating inherent AI exposure.” That is the bubble fear you should have and when America stops, you better have a sock with reserve funds, because that is all you can live on when it collapses.

Have a great day.

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December 14, 2025 · 18:36

In opposition

I don’t go into ‘in opposition’ mode too often, because it tends to be an exercise of mopping the floor whilst the tap is spilling right on the floor. And you come to the conclusion that it is better to close the tap FIRST, before you start exercising with a mop. That is merely my opinion, but it holds water (as the phrase goes). The exercise is the ABC article (at https://www.abc.net.au/news/2025-11-23/f-35-fighter-jet-sale-saudi-arabia-uae-australia-weapons-exports/106029218) giving us ‘Australian F-35 exports face fresh scrutiny as jets approved for Saudi Arabia’ where we get.

So, as we get blatant stupidity from Australian shores with “The president also contradicted the 2021 US intelligence assessment by saying the crown prince “knew nothing” about Khashoggi’s killing.” I countered this case on grounds of the United Nations report by UN comedian Egsy Calamari (aka Agnes Callamard) in the article ‘That was easy!’ I found a dozen shortfalls on that report (which also uses the US Intelligence assessment) and beyond that I left the largest folly unspoken. At no time were the tapes actually forensically tested. They could have been listening to a tape with recordings of the Shadow, listening to Orson Welles. I reckon they didn’t do that, but the blatant holes in that investigation were astounding and they are paid 6 figure incomes? For what?

And the least said about “Human Rights Watch and Amnesty International are among the groups who have called for arms bans to Saudi Arabia, especially after the 2018 murder of Washington Post journalist Jamal Khashoggi, the country’s human rights record, and role in the Yemen war.” The better. They turning their backs on the actions of Hamas and Houthi terrorist actions is astounding. As such I do not give too much credence to the writings of Human Rights Watch and Amnesty International, and it makes little sense, they were a force for good in the 80’s, how the world turns. 

So whilst we get “Andrew Witheford, international and crisis lead from Amnesty International Australia, said putting the highly-lethal jet into the hands of another country in the region was “problematic”.” Really? So how is that view going for America and its Venezuelan repertoire? And beyond the fact that Saudi Arabia is a stable monarchy, it is making great strides in several factors. But don’t worry China is willing to flog their Chengdu J-20 by the Chengdu Aircraft Corporation at any time, and how will that help Australia? Oh, and I hereby claim my 1% bonus if Saudi Arabia switches to the Dragon, over that amount I would get (from China) $52 million, a nice retirement fund, so I can move to Toronto and Abu Dhabi, life can be fun at the autumn of your life.

How is anything that this article gives you all relevant to the setting? So as the ABC gives us “A Saudi-led coalition has been waging a war against the Houthi rebels in Yemen since 2015.” We need to realise that there are no Houthi rebels, there merely are Houthi terrorists.

But do not take my word for it, ask Colonel Turki bin Saleh Al-Maliki he has the recovered several drones used on Saudi civilian airports and civilian targets. The media was so great in filtering out those facts, I wonder if you do the same. Is there a setting where Saudi Arabia uses weapons in defence of IT’S OWN COUNTRY? Yes, there is, defence works that way. But the media is eager to avoid their gaze on the rough stuff, like the Ghouta chemical attack in 2013 where the population was hit by rockets containing the chemical agent sarin. It might not seem related, but it is, when the atrocities of terrorists are laid bare, the people will ask difficult questions of the media. And that is not good for the digital dollar, is it.

So back to the story, as we are given “The UN Arms Trade Treaty, to which Australia is a party, says states must regulate the export of “parts and components” used to assemble weapons if there is knowledge the arms would be used in genocide, crimes against humanity, or certain war crimes.” We see the uncomfortable truth that they do not address action of Hamas as it is not part of the UN Arms Treaty Trade, nicely played. But this sanctimonious setting is getting on the nerves of too many people and the setting of a journalist no one cares about has been playing out for 8 years. All whilst the people are pointing fingers at the one who states that he is innocent and for the better part there is no evidence, the media takes whatever they could to get more digital dollars whilst ignoring clear evidence. So as we now against get the US intelligence assessment, most will not be clued in that some of this is based on 

“we need to consider ‘an intelligence service or operative simply has to make a stab at assimilating what all this means’, this can be surmised into one single word ‘Speculation!’, it is fair for Intelligence operatives to do, but in law it is set to evidence and there is none, something I saw in 10 minutes into the initial report.” as well as “The Special Rapporteur was not allowed to obtain clones of the recordings so she could not authenticate any of the recordings. Among other aspects, such authentication would have involved examination of the recordings’ metadata such as when, how the data were created, the time and date of creation and the source and the process used to create it.”

The simplest setting of law, Evidence, you either have it or you do not and no one has any clear evidence and the US intelligence assessment of ‘Highly Likely’ does not hold water in court. 

The simplest of settings and it is interesting how the media is filled with Islamophobes drenched in anti Saudi sentiment, it is not a completely correct setting, but that is how I see it. As such I am in opposition for the simple reason of evidence. And consider this, Andrew Witheford, gives us  “The F-35 used to only be sold to essentially liberal democratic countries” is that not a from of discrimination? By the way if all sounds right, America has become a (according to some) an authoritarianism, as such why is Australia even producing the parts of the F-35? Just a small question to cleanse the pallet. 

Have a great day today, Monday is now less than 325 minutes away. 

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December 11, 2025 · 21:08

Really? One or the other?

That is the setting I find myself in. One is either a conspiracy theorist or a fake news provider. It is weirdly never both, or neither. Look at the news and the media is every bit as guilty on this, so what are we supposed to think? 

I had several things thrown at me (actually at my laptop). First there was the image:

And as CNN voices (at https://edition.cnn.com/2025/12/10/europe/denmark-intelligence-report-intl) “Denmark has labeled the United States as a potential security concern for the first time in an annual report released by one of its intelligence agencies, offering more evidence of the increasingly fraught transatlantic alliance between Europe and the US.

The report, compiled by the Danish Defense Intelligence Service (DDIS), warns that the US “uses economic power, including threats of high tariffs, to enforce its will and no longer rules out the use of military force, even against allies.””

It was a sight we had seen over the last few weeks and now official people (in Europe) are starting to recognise the American administration as a hostile one. The problem here is that most news was about 15 hours old, whilst I got the image yesterday, as such the tailoring of media is still going on and the setting we needed to see (like honest and direct reporting) takes a back set to, how will I diplomatically phrase is, the media keeps on whoring for digital dollars and all whilst they listen to ‘stake holders’ it is a decently ugly setting. Not all mind you, but a fair bit and whilst I do not consider Google innocent, there is no evidence linking them, but someone is making sure that some news will not reach the Google search and should you call me a conspiracy theorist, you could have a case. You see there is a lot of ‘material’ on conspiracy theory and whilst I personally like “conspiracy theories have been closely linked to prejudice and propaganda” but nowadays the setting is reinforced by another setting, you see in the ‘old’ days we had a decent setting from the media, but as some of the News given to people is now seen as entertainment in many countries (example: Today show, Sunrise) is several nations they have copied that setting, there its another stage. The media can now no longer be trusted that we are given the goods and as such the Conspiracy Theory evolves into a much larger sinkhole, because once you are in there, there is very little chance of escaping it and you are likely to create a form of cognitive bias called “illusory pattern perception” and that is the hidden trap. The best thing is to evade it all and let it slide and believe nothing you see, but that leads to isolationism. So what is the best course of action?

Consider the next setting

ABC gives us ‘Donald Trump criticises ‘weak’ leaders of ‘decaying’ Europe and hints he could stop backing Ukraine’ (at https://www.abc.net.au/news/2025-12-10/trump-criticises-european-leaders-as-weak/106122876) with the text “The US president also hinted he could walk away from supporting Ukraine and suggested it could cede territory to Moscow, as “Russia has the upper hand” and that “at some point, size will win”. “And this is a massive size … when you take a look at the numbers. I mean, the numbers are just crazy,” Mr Trump added.” He might make that claim but as I see it, a Nation with the 20th army in size is slapping that country being one of the top three like a bitch wanting relief and as such they have slapped 1,185,080 opponents silly and as we are given that 69507 vehicles and fuel tanks have been destroyed, 157 more then yesterday. 

This setting is driving President Putin close to insane as we are given ‘Russia’s Syzran oil refinery halts operations after Ukrainian drone strike’ and it is not a surprise, I wrote about it on February 27th 2023 (over two years ago, at https://lawlordtobe.com/2023/02/27/on-the-subject-of-failure/) where we see in the article ‘On the subject of failure’ with the text 

“You see that oil can then not be used to heat Russian houses, fuel power and fuel mobility. In addition it would be a first direct proof that the Russian Army has no place to go, or at least not operational. If it was merely missiles the issue would be small (except for the Ukraine), I am speculating that it is about a lot more, even if we accept that Russia is sending troops with 40 year old ammunition. The fact that they cannot do this with a renewed offensive is up on the wall and now we see how deployment and supply lines are on the front issues. If they cannot get supplies they will need to acquire them and China is nearly the only option and that is merely the beginning of the issue. Thee news has shown enough issues with soldiers personal gear and debatable mobile hardware (tanks and other things requiring wheels). This is not the stage of some new tanks, this is about the refurbished T-72 tanks that are almost 50 years old, implying that whatever anti tank comes their way will slice through their armour like a hot knife through butter and that is if the refurbishments were properly done, which in light of several issues is now a matter for debate. ” and this is over two years old, as such the statement ““Russia has the upper hand” and that “at some point, size will win”” comes across as insanely stupid. And his military council (if he listens to them) should tell him the same and whilst Russia is Yes, bigger. The Ukrainian army has been hurting the Russians in several ways by destroying pipelines and tankers. As such Russia cannot get revenue, because the oil is never delivered. Now, as the Syzran oil refinery is stopping production the hardship for Russia increases. Because the heating of large cities is about to stop in several places and that will set a new stage for Russia, sell oil, or warm its population. So what to do? 

I reckon that there is a Russian/American answer and a Ukrainian setting and they are about to get several donations from Nato and now that Canada is coming to Nato, the Ukrainians might actually get a shipload (read: shitload) of cold weather gear and materials. So bigger doesn’t always win, the prepared mind does and the Ukrainians have been very prepared. 

This issue here is that the media should be on top of this all and they are not. Why not? There is something seriously wrong with the media and the longer I look, the more convinced I get to be. So is this the trap? Am I conspiracy theoretically delusional, or is there a setting where the seesaw of common sense gets to be out of balance because the media doesn’t anchor sane or a setting of common sense? 

There are complications and the setting here doesn’t really compute for a lot as they are merely loosely related and there is a danger too. I gave it to you readers some time ago. If you have baskets of apples and oranges and put them all in a bucket, you cannot say it is a bucket of fruit. It is simplistically correct, but it isn’t the correct setting unless we specify that the fruit is only apples and oranges. Because some people see the statement that it is a bucket of fruit and they start looking for Bananas and Grapes, which was not in that setting. 

In the second degree, I stated (quite clearly) that The Russia infrastructure in under pressures from several sides and that was two years ago. In the meantime Russia went crying to North Korea and China for help whilst still selling oil to India. And the press is nowhere to be found (in a matter of speaking) and in the meantime a source gives us ‘De Wever does not rule out legal action if EU bypasses Belgium over frozen Russian assets’ (source: Belga News Agency) and we might want to ‘raise the finger’ at Belgium, but Belga gives us “De Wever questioned whether such a move would be legally sound if based on Article 122, which is intended for emergency situations. He argued that such conditions do not apply at present” and we are also given “Merz and Von der Leyen, who visited him in Brussels on Friday, understood the logic behind Belgium’s position and that it has no intention of obstructing Europe. If the three conditions can be secured by the 18 December summit, Belgian approval is not impossible” my issue is that scores of media aren’t looking at that part, merely flaming a sight for digital dollars, but how many have looked at Article 122? When I seek in Google over the last 24 hours, only Euractiv and the Belga News Agency looked at this. Why only those two? Where is the Guardian, the NOS (Dutch News) and several others? That is the setting we see over too many topics and the people are basically losing their mind. Article 122 gives us:

Article 122 of the Treaty on the Functioning of the European Union (TFEU) is an “emergency clause” allowing the EU to act swiftly in exceptional economic situations, like energy crises or natural disasters, by enabling the Council to adopt measures (often bypassing the Parliament) to provide solidarity and financial aid to member states facing severe difficulties, serving as a crisis tool but raising debate over efficiency versus democratic oversight. 

So to give clarity:

Article 122(1) (Economic Difficulties): Allows the Council, on a Commission proposal, to take appropriate measures, in a spirit of solidarity, when a Member State faces severe difficulties, especially in energy supply. And the Ukraine is not a member of the EU. 

Article 122(2) (Natural Disasters/Exceptional Occurrences): Permits the Council to grant financial assistance to a Member State facing or threatened by severe difficulties due to natural disasters or events beyond its control. 

A war is not a natural disaster, but exceptional occurrences do apply, Still, the Ukraine is not a member state and as such Belgian Prime Minister Bart De Wever seems to have acted correctly and the media does not bear that out, or at least as far as I can tell 2 did and Europe has around 140 “news only” TV channels that are available in Europe, so where is the rest? What does it take for the news to do its work whilst not hiding itself behind entertainment? I ask you this and when you consider the stages that we have seen and the exploration the media has shown to have engaged in, what are they doing and why are they not taxed 20% GST? If you hide behind entertainment you can cough up the tax dollars too. So did I oversimplify the problem here?

Have a great day, for me it is almost Friday, 174 minutes and counting (I really am).

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December 5, 2025 · 02:47

The bear loses

It was a setting that has been 1380 days in the making. Perhaps some will remember the publishing stunts by the Russians on how it would be over in 48 hours, now 1380 days later the Russians have suffered dramatic losses. 

1,177,370 soldiers and 1140 in the last 24 hours. This reflect upon something else. You see, by some standards (not mine, I lack an economic degree), “The economy of Russia is a high-income, industrialized, mixed and market-oriented emerging economy. It has the ninth-largest economy in the world by nominal GDP and the fourth-largest economy by GDP. Due to a volatile currency exchange rate” that view seems reflective, you see ‘an industrialized, mixed and market-oriented emerging economy’ seems no longer applicable. That market economy requires bodies, targets for industry and targets for Market orientation. These bodies are now cold, dead and going into the ground. Its population is said to be 143,600,000, but over a million are less than able to perform. That implies that the target is now medicine, and not abundantly stated industry material. And at this time, the Ukraine is making short work of the oil pipelines, so the money isn’t rolling in either, or a lot less than expected. And a day ago we were notified that ‘Russia turns to gold reserves as sanctions squeeze deepens’, so as President Putin states only thee hours ago ‘Putin says Russia ready to take Ukraine’s eastern Donbas region ‘by force’’ (source: Al Jazeera) and we are given that they lost at present 11396 tanks, 23685 armored combat vehicles and 34809 artillery systems (including the 29 they lost in the last 24 hours) I have no idea what he is talking about because his defense forces are in shambles. So how many of air defense systems does he have left? He lost 1253 of them as well as 430 airplanes and 347 helicopters. What will he do, send more boys to the front to dies as well, or perhaps he will depend on North Korean soldiers? They did such an awesome job the first time around. Perhaps mercenaries? Oh no, the Wagner Group as a fully independent organization is no longer active; it has been largely dismantled by the Russian government as said by some sources. Well there are all the prisoners that he can use, but that is a two edged blade.

So how does he think that he can get Donbas as Russian territory? And even if he gets it, it will be for hours at most, he really made an error sizing the Ukrainians up and at present it is getting more and more assistance from NATO. Some sources say that Moscow “may sell up to $30bn (230 tonnes) in gold during 2025, with a further $15bn (115 tonnes) possible in 2026.”And at present that is the bare minimum, as Russian oil is not flowing in any direction (as far as I know) there will be more losses and that makes the Ruble nearly as valuable as the Rupee, its value around $0.11 cents and when that gold is gone, the Ruble will be worth even less. That reminds me of the Weimar setting of 1923, in that setting one dollar was worth 4,210,500,000,000 marks

Is Russia going that same way? It might be a novel idea for Brazil, India, China and South Africa to drop Russia from the BRICS pack (making it BICS, a nicely written setting) As the Russian gold reserves and its currency goes, so does the limited alliance that it is building with these nations and in that setting they cannot use a weakling like Russia in their midst. You want to debate this? Russia has been unable to defeat the 20th largest army in the world. Its ICBM’s are exploding seconds after liftoff (2 at present) what else isn’t working in Russia? It tanks are scrap metal in the Ukraine, it is stated that Russia has 4,300 total military aircraft and the Ukraine made rubble out of  777 of them, implying that Russia is down 20% on its flight power, against America I might have accepted that, but against Ukraine? And now in their weakened state it is poking NATO members through hybrid warfare against the NATO member states, which includes sabotage, assassination plots, airspace violations, cyberattacks, and disinformation aimed at destabilizing the alliance and disrupting aid to Ukraine. And the Hybrid settings are getting more and more exposure, as such the friends it has will turn away from Russia the instance their ‘cushy’ lives are in danger. 

As such there is much to come and when NATO wakes up, I sincerely think that the days of the Kremlin are numbered. Now that Russia is so weakened, yes it cannot fight on two fronts and with Germany and Poland and under those conditions, St Petersburg will be lost nearly instantly, and that puts both NATO and the Ukraine in a direct line towards Moscow. A story President Putin will not be able to tell the Russian population and that sets a new premise in Russia, the losing story.

So how will the world see this? Will we see posturing by President Trump? Will we accept that the Ukraine and NATO were adamant in solving the Russian problem, because that is how I see it evolve. A simple setting where the bear loses it nearly all and this was a story that was 1380 days in the making. Have a great day.

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December 3, 2025 · 13:06

The land of what?

That is the setting we start with. You see, yesterday, the only things I knew of Venezuela was that the capital was Caracas, at some point a man named Chavez was in charge and that this place has oil and that was all. So what is President Trump aiming for? 15,000 troops and the largest aircraft carriers as well as a few dinghy’s are now ‘patrolling’ the seas, right by Cuba? This is an overreaction of the largest degree. It is like calling for the National guard when you learn that a piece of cheese is missing from your kitchen. So, what kind of posturing did Trump offer in assistance to the Ukraine? So I decided to take a look, especially as we see YouTube videos with that overgrown Armada showing as it is playing Thunderstruck by ACDC (which is a massive impediment of national security in any naval setting ahead of a military operation), as such it is posturing. But why?

Well, apparently in 1990, Gary B. Sidder wrote ‘Mineral occurrences of the Guiana shield, Venezuela’, he did so for the United States department of the interior geological survey, according to that report Venezuela is a fountain of rare minerals having a decent collection of Gold, Diamonds, Aluminum, Manganese, Tin, Niobium, Tantalum, Molybdenum, Uranium, Titanium, Platinum and a few more minerals as well as oil. So what is this about?

You see, as I see it, between now and next July (2026) we see the maturity of bonds, $66B, $40B, $70B, $33B and $47B, making the rough total $256,000,000,000 due and at present (as I personally see it) America doesn’t have that cash, so either America starts a Ponzi scheme creating more debt to pay off this debt or hope that over 90% is set in new treasury bills and that requires serious talks and serious payments to these outstanding debts, optionally roughly 2% over the amount now guaranteed. America is that deep in debt. They couldn’t get Canada or Greenland and now war is the only option for America and its president who was pleading for a Nobel peace plan. Isn’t that hilariously sarcastic? 

So could I be wrong?
That is the first question is ask myself and I am not debating that Venezuela might be the tyrannical setting some claim it is, but the actions of a less then upstanding politician shows a side that is likely less then noble. His lack of actions against Russia, his outstanding setting towards our brother Canada is presumed evidence of this. And as we are also given that “The proven oil reserves in Venezuela are recognized as the largest in the world, totaling 300 billion barrels” is another reason why I am seeing President Trump as the guilty party in this. The invoices are due within 8 months and America is desperate for revenue. After they botched their tourism, tariffed his ‘friends’ to be now less than that and as he lost defence contracts all over the field America is now desperate for revenue. Yes, it is not a good story. 

In this 9 News (Australia) gives us (at https://www.9news.com.au/world/donald-trump-news-usa-venezuela-oval-office-meeting-amid-growing-questions-about-his-military-moves/11240690-4124-4eeb-91a4-f623fe5a9ab9) ‘Donald Trump to hold Venezuela Oval Office meeting amid growing questions about his military moves’ where we see “US President Donald Trump will hold a meeting at the White House on Monday evening about next steps on Venezuela, sources familiar with the matter told CNN, as the administration intensifies its pressure campaign on the country and questions mount about whether the military is exceeding its lawful authority.” With in addition ““President Trump has been quite clear in his defence of the United States homeland, to stop these illegal narcotics from coming to our borders, whether that’s by land or by sea,” Leavitt said. “He’s also made it quite clear that he wants to correct the wrongs of the weaponised Justice Department under the previous administration.”” And do you really need the USS Gerald R. Ford, several ships and 15,000 troops to stop illegal narcotics? I have my doubts as do several others. I don’t care of these drug dealers, stop them in any way, but to set out an Armada that outshines the Spanish Armada of 1588 is an overreaction of the largest manner and as such I think that America’s Trump is trying to secure his rare materials and oil for the continued salvation of America, not the freedom of Venezuela. 

Then we get the BBC (at https://www.bbc.com/news/articles/c93n4nx5yqro) giving us ‘Why is Trump threatening Venezuela’s Maduro?’ With the setting of “The Trump administration has doubled the reward for information leading to Maduro’s capture, and its warships are within striking distance of Venezuela. Dozens of people have been killed in attacks on boats alleged to have been transporting drugs from the South American country.” Even the BBC resorts to ‘alleged’ in all this. I reckon that evidence that these are drug boats is limited to presentation and assumption, but I al willing to accept that setting, but why would you need 15,000 troops? With the additional “Trump reportedly also gave Maduro an ultimatum to leave Venezuela, in a phone call the two men had on 21 November.” So another threat, how did that go over with President Putin? I honestly do not know who ‘evil’ President Maduro is and perhaps he is evil, but in all this how is this some operation Freedom? To set these oil reserves to America? And the rare minerals and in all this António Manuel de Oliveira Guterres, the 9th Secretary-General of the United Nations is as useless as he seemingly is presented to be. So where is his outcry over the rights of Venezuela? Even if he was doing that, he allegedly never spoke out AGAINST Venezuela either, and if he did, why isn’t every newspapers repeating that setting? 

Then we get the one issue that holds weight “In 2024, the electoral council declared Maduro the winner of the presidential election, even though voting tallies collected by the opposition suggested that their candidate, Edmundo González, had won by a landslide.” That does count, but we see this now? It might have been said in the past, but there is a sight to see this in the end of the article, not in a running start at the beginning and now in several news casts clearly outlined. And then? Why is President Trump now so about fairness, all whilst he was supporting Putin in his fight against Ukraine? As I see it, there might be an issue with Maduro, but that is as I see it, not the part that interests President Trump. 

So then we get the part that also matters. We are given “Without providing evidence, Trump has accused Maduro of “emptying his prisons and insane asylums” and “forcing” its inmates to migrate to the US. Trump has also focused on fighting the influx of drugs – especially fentanyl and cocaine – into the US. As part of his war on drugs, he has designated two Venezuelan criminal groups – Tren de Aragua and Cartel de los Soles – as Foreign Terrorist Organisations and has alleged that the latter is led by Maduro himself.” It is the ‘Without providing evidence’, we need to take heed here. He goes on his tantrum fentanyl setting and after he accused Canada, that setting is losing steam fast. I am not saying that it is not the case, but there is more than one piece of evidence that President Trump is taking a lose translation towards the setting of honesty, he did this all himself. All the evidence is setting that stage of doubt in all our minds.

Last there is CNN who (at https://www.cnn.com/2025/12/01/americas/venezuela-allies-diplomacy-us-military-caribbean-latam-intl) gives us ‘Venezuela’s Maduro lost two allies in a week. What regional partners does he have left?’ Giving us a political setting of other nations and the other sides are gaining strength and as such they are not aligning with Maduro. This happens, but what surprised me is that NONE of these news cycles made mention of the large oil reserves, it is seemingly a topic out of bounds with them and I would have seen this as a first stage in all this, because that is giving President Trump the reason to get the USS Gerald R. Ford, several ships and 15,000 troops involved, because securing those would be a clear setting for President trump and no one is asking the question that is out in the open. This is why I oppose this setting. An event done for a corrupt reason belittles that event, no matter how just it is. I know it does not make much sense, because the sales person in all of you thinks that the result justifies the means used and that just isn’t true, because the people on that setting have their own agenda’s and greed is too easy a reason to corrupt the foundation of these people and America is too deep in debt, it passed a debt level of 38 trillion last week. So even as I wrote ‘About America, chapter 11’ on August 26th 2014 (over 10 years ago, at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) it seems that this setting of ‘impeding bankruptcy’ is a lot more real than it ever was before and there is little that America can do to avoid it. They can play the funny card, delay reports on GDP and a few other, but Wall Street has been keeping score and America is showing too little (according to Wall Street) at present, you can fool some people all of the time, you can even fool all of the people some of the time, however you can never fool all of the people all of the time and that setting is now being reached where too many are asking loud questions and as far as I can tell, the blonde in the press office of the White House (Karoline Leavitt) can only do so much and as the world is starting to ask serious questions, her role has been played out as much as it can. Soon we will see a new spokesperson to try and gain credibility towards the press corps, I reckon that as it becomes harder and harder to protect a president of this setting, there is the world view that will be coming into focus and as such America is done for. As far as I can tell no one will be trusting America any day soon and there is plenty of evidence that most are likely to engage into trade deals with China over America, when that happens America might likely and up with one unlikely ally, namely Russia. Lets see how that pans out, shall we?

So feel free to doubt me, but feel free to validate this data with your own research and feel free to present evidence of that. I am not the one saying that my version is correct, but the absence of evidence in several ways are giving me a rather large chance that I am correct. 

MINERAL OCCURRENCES OF THE GUIANA SHIELD, VENEZUELADownload

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December 1, 2025 · 03:03

Where’s the outrage?

That was the question I raised to myself when I got the news (at https://www.bbc.com/news/articles/c741mpdyw9no) where we see ‘Venezuela condemns Trump airspace closure warning’ with the text “Venezuela has condemned US President Donald Trump’s statement that the airspace around the country should be considered closed. The country’s foreign ministry called Trump’s comments “another extravagant, illegal and unjustified aggression against the Venezuelan people”.” President Trump might think he is a rockstar, but in what universe does he get to tell another country how to use its airspace? Is American in a state of war with Venezuela? And beyond that, between the United States and Venezuela there is Mexico, Guatemala, Honduras, Nicaragua, Costa Rica, Panama and Colombia. So where’s the outrage of the media condemning his word? We also get “Trump wrote on Truth Social: “To all Airlines, Pilots, Drug Dealers, and Human Traffickers, please consider THE AIRSPACE ABOVE AND SURROUNDING VENEZUELA TO BE CLOSED IN ITS ENTIRETY.”” Apart from this rather weird person to let go of his CAPS LOCK key, and when I see the text “Some Democratic and Republican members of the US Congress have expressed anger that Trump has not sought legislative approval.” And the operative word is ‘some’ the fact that President Trump is telling the people of Venezuela that their airspace is closed is weirdly appealing. For that matter, as America has (in light of yesterdays article) “U.S. Bureau of Economic Analysis announced Monday it will not publish the delayed initial estimate of third-quarter gross domestic product, originally scheduled for Oct. 30, due to a prior government shutdown” (source: Bitget) as such, as it is already a month late and might that report show (I have no idea what it shows) that the American GDP has now moved from first to third position? Would be a nice gesture that his beautiful bill is now set against a GDP lower then the EU. But that is for later. What I do despite is the absence of media reporting on the Venezuelan setting and reporting on where the American people have the seemingly right to close another nations airspace. Want to do that to China? That be a real joke, it will have 1.43 billion people laughing their pants of. 

And with the setting that comes next a few things are ‘loose’, we see “Trump’s comments come just days after the US Federal Aviation Administration (FAA) warned airlines of “heightened military activity in and around Venezuela”, leading to several major airlines suspending flights there. Caracas then rescinded their take-off and landing rights. Venezuela’s foreign ministry urged “the international community, the sovereign governments of the world, the UN, and the relevant multilateral organisations to firmly reject this immoral act of aggression”, in a statement on Saturday.” On second thought, where is the outrage of the United Nations? They are probably to busy scolding Israel for acting against terrorists. It is not the BBC article that has me outraged, it is the lack of media holding President Trump to account, at the very least they should scold him on the use of the CAPS LOCK key, but that might merely be my setting, or as my mother used to say, that is an issue that can merely be found between your two ears. And she might be right on the CAPS LOCK thing, but I digress, I am not alone in this. Venezuela also gave us “Venezuela’s foreign ministry urged “the international community, the sovereign governments of the world, the UN, and the relevant multilateral organisations to firmly reject this immoral act of aggression”, in a statement on Saturday.” And as far as I see, Venezuela is right, there is no official war called from either Venezuela or the USA and as far as I know, US Congress is not the one saber rattling. 

And it is the silence of the UN is even more annoying, I am not sure how useful they are, but their usefulness might have become a thing of the past. Any delay by them calling America to order is another day that the usefulness of the UN is now a thing of the past and global budgets can get go of the 130,000 people that work for these organisations, as well as cut the budgets of these people in New York, might be another let down of the economy in the USA. 

Overall I wonder where the media outrage is in all of this. For me there is no real setting for Venezuela, it is a country 15,272 km away from Sydney and its 28.3 million people have no call on me, or does it hold any interest to me, but I believe in any nation to exercise its freedom and the the skies over Venezuela belong to the Venezuelan people, not President Trump. Should he be closing it due to an impending war, then he forgot to tell US Congress about it and should the USS Gerald R Ford and the 15,000 soldiers start a war with Venezuela, they better be prepared to deal with the assistance that Venezuela might get from its neighbors Colombia, Guyana and heaven forbid Brazil. A setting that might be the start of World War III, all that because he wasn’t eligible for the Nobel peace price? So you might think that I am overreacting, but the setting is almost prime to that, with the setting so close to Cuba, the mission of Steve Witkoff, United States Special Envoy to the Middle East might have had a second setting when talking to the Russians in regards to the Ukraine. And the might be a little frightening, because this reminds me of the 1997 movie Wag the Dog, where the President of the United States is caught being inappropriate, and what happens when this is a different spin, one that takes focus away from the abysmal economic state America is at now? Is it too far fetched, or does this scenario sound eerily true?

I have no idea what is going on, but to send the USS Gerald R Ford and 15,000 troops tend to make people nervous, especially when it is this close to Cuba and I wonder why the BBC is not asking a few loud questions on this setting. And as we consider the setting “to combat drug trafficking” is an overreaction to say the least. It might be true that the BBC reported that “other leaders in the region have welcomed Trump’s stance”, so who are they, or is it merely the president of Argentina? The lack of media in all this should get all your outrage, because Latin America is merely one step away from WWIII. If Venezuela gets any support, that setting is merely one step away, if Russia at all gets involved (because of Cuba) that fence is brought down and in that case this world has a new problem and I reckon that to avoid this Steve Witkoff might have had a different agenda then the world was told about in Russia. So whilst the Guardian reported (4 days ago) ‘US representatives call for Trump envoy Witkoff to be fired after leaked Kremlin call’ I wonder if this ‘leak’ incurred so that no one considered closing at the Venezuela setting in all this. It is all speculation, but the 15,000 men and that dinghy called the USS Gerald R Ford to fight drug dealers seems like a massive overreaction, as such I wonder what truly is going on and the media absence to all this is making me wonder more and optionally is making my speculations a little more extreme than even I like it to be. 

In terms of end setting, it might need more ‘examples’ and in this I call for the Running Man, a movie after the 1982 book by Richard Bachman (not the Vancouver hockey goalie), in this Arnold Schwarzenegger takes the lead as a blamed police officer. It is relevant as the movie starts with:

“By 2017, the world economy has collapsed. Food, natural resources and oil are in short supply. A police state, divided in paramilitary zones, rules with an iron hand”

considering that Richard Bachman wrote this 43 years ago, it is interesting that he is off by less than a decade. Quite the achievement if you ask me (I know, no one asks). But that setting is seen all over this field and Venezuela isn’t even the largest setting here, but it all adds up to that story and we are given these ‘truths’ by two movies is a little too awkward to consider. 

You all have a nice day, 360 minutes until breakfast for me.

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November 21, 2025 · 01:16

Big in Japan

It is not a song by Alphaville, they did that in 1983 I believe. But a few months ago (May 4th, at https://lawlordtobe.com/2025/05/04/the-nature-of-things/) I raised a setting that gave us “Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.”” I had Axios and a few other sources. And that was all there was to it, the news simmered down and the news was forgotten, except that is why I have my blog. I don’t tend to forget things. So when I got the news a few days ago I saw a YouTube video that Japan was dumps its US bonds. A fear that many have. And I started to seek that news from more reputable sources. Most had nothing, but (at https://medium.com/@nationalgoldgroup/japan-is-dumping-us-debt-and-americans-will-feel-it-31ec6a1f3870) But Medium gave us ‘Japan Is Dumping US Debt — And Americans Will Feel It’ but that is all there is. Now, I would be hesitant to give this out, especially as the Financial Times and the WSJ have nothing on this, even the Japanese Times (an English version) has nothing. So what gives? Are these doom speakers? Because that news would be grim for America. They give us “That’s basically what Japan has been doing with US Treasuries since the 1990s. They’d print Yen at 0% interest rates (basically free money), convert it to dollars, and buy up American debt in the form of US Treasuries. Then they’d sit back and collect the interest payments. This strategy pumped trillions of dollars into global markets over the years.

And more importantly, this arrangement made everything in America artificially cheap.” But as we see the next bit “suddenly, the cheat code stopped working. The math that made the carry trade profitable for 30 years just flipped upside down. Japanese pension funds looked at their spreadsheets and realized they were losing money on US Treasuries. So they started selling. Billions of dollars worth. Every single day. Imagine you’ve been lending money to a friend for years, making a nice return. Then one day, you realize you could make better returns just keeping the money in your own savings account. What would you do? You’d ask for your money back.” So, is this true? America could ask Mark Carney as he is an excellent economist, but there is a chance he is not taking their calls. What surprises me is that all the media is silent on it. But 2 days after my article, on May 6th we got “If Japan sold massive amounts of US debt, it would very likely spark a massive Treasury selloff. Treasury rates would in turn sharply increase, making it more expensive for Washington to borrow and freaking out investors along the way” (source: CNN) but at present, these YouTube and their allotment of ‘financial show’ jokers are seemingly doom speaking, because as I see it, this is all it is. The problem is that doom speakers tend to make others jittery and China has over $700 billon of those puppies. The Medium ‘knowledge’ comes from the National Gold Group and I am not setting any value on that, but the fact that the ‘set’ financial newspapers (Guardian, Wall Street Journal, Financial Times) have nothing on this, they do not even debunk that news. So I am looking at the playing field with a dim look (as I have an absent economic degree). And I am not joining any doomsayer on their doom binge. But YouTube has a few more sources and they are all dancing around the setting, like they ant to refer to news they had given, but they are not giving it. As I see it, if it isn’t in the newspaper (online or not) it doesn’t exist, but the news is a little unsettling, because if Japan goes, so does China soon thereafter and America has 2 trillion in US treasury bonds that no one wants. So, what do you think that does to the American economy? I reckon that China likes the idea, but it doesn’t want to start it and that is where Japan comes in. Is it real? I honestly do not know, but I do know that after the shenanigans America did to others, there is a hidden glimmer of fun to several people should this happen. So I have concerns on this, but I am adamant in saying that there is no verifiable setting that this is actually happening at present. And I feel strongly about giving this additional message.

I will report on happening, not create fictive settings that start something.

Have a great day, it’s fish day here now. I might go for some today. So, make sure you find a reputable source if you are going to be panic stricken because anything else might cost you a lot more than you think and in case of doubt, Ask the former Marky Mark of the British Bank (at +1-613-957-5555) he knows a lot more about this than I do.

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November 15, 2025 · 02:12

Trumping it along

That is the setting as President Trump proclaimed publicly “We don’t need Canadian lumber” and then Canadian wood product (lumber and utensils too) got a tariff hike. So as American lumber is needed in construction it would not be starting at a 25% depletion of that market (12 billion board feet) is now going somewhere else, Canada has had enough of this bully tactic and that is going to cost America a lot more than ever considered. It is about to cost America well over an additional $23 billion (source: Capital Briefs) and that was merely the start of this. Now the Financial Times gives us ‘Canada to reroute lumber exports as Trump’s tariffs bite’ (at https://www.ft.com/content/e56e8bb0-6dc0-4447-a907-e95164cec8e5) where we see “Canadian producers are seeking to divert around 10 per cent of the lumber normally sent south of the border to new buyers in the UK, EU and Middle East after the US president in September added a 10 per cent tariff on lumber, on top of an existing 35 per cent duty. The aim to send some 1bn board feet to alternative markets — enough to build at least 75,000 average size American homes — underscores how Trump’s tariffs are starting to reshape some global supply chains, although tensions between the US and Canada over wood exports have simmered for more than half a century.” With the added ““The US simply needs to fact-check better before they end up with a large shortage of lumber that may cause further housing shortages,” said Rick Doman, chair of the Forestry Innovation Investment board of British Columbia, which produces over half of Canada’s lumber. Washington’s escalating trade measures towards Ottawa have led to shutdowns and job losses in Canada’s C$87bn ($63bn) forestry industry, one of the country’s largest employers.” We see that Canadians have had enough of the voice from Washington DC, with Canada shifting towards Europe and Asian Markets, as well as stocking up on renewable products the setting becomes a global setting where America can now no longer fuel its own softwood needs driving housing prices through the roof (except for Florida where the Canadian snowbirds are putting their  houses up for sale, leaving in excess of 175,000 houses empty and deserted). That is the setting America no faces and whilst America accuses Canada itself as a dumping ground, they better come up with the evidence and as we see “Zoltan van Heyningen, executive director of the US Lumber Coalition, a lobby group, said the American timber industry could replace 1bn board feet of Canadian imports “without batting an eyelid”” that person better prove to be true to his word, because as it stands Canada is withdrawing over 3 billion board feet of wood. And the NAHB gives us that  “With American sawmills operating at just 64 per cent of capacity it “will take years” for US domestic lumber production to expand to meet industry demands” and in that meantime it will be shredding nearly every environmental document it has, because as I see it, the nearest place it can go to is Washington State and I reckon it will cost a few more pennies to get all these trucks up and going. In the meantime we see that “the US relies on a further 12bn board feet of softwood lumber from Canada for use mostly in housebuilding. Even allowing for spare US sawmill capacity and average recent American exports of 1.3bn board feet a year, the US is currently 3.2bn board feet short of meeting current demand, according to analysis by Fastmarkets, a price reporting agency.” And the ‘graphs’ all show that America depends on almost 30% Canadian wood, when that all falls away its own wood export collapses to zero. And that gives America a new mess to deal with, because Canada is eager to make long term agreements with Europe and Asia, which means that the next administration inherits this mess in 2028 and there is no going back. And as I see it, the bill will be passed on to Weyerhaeuser, West Fraser and Sierra Pacific Industries who will have to increase their produce by almost 50%, to make up for the shortages it faces, so in what reality did you ever see that happen? 

It might sound like an amazing option for these three, but in the American setting it does mean that nearly every environmental agreement will have to be torn up to even make this work. In the meantime Canada is expertly drilling into a $280 billion market and is seemingly doubling that within the next decade, as Canada is now moving from a resource player to more highly valued products, its margins will increase nearly exponentially and is becoming the new innovator on the block and that will ease the pressures that America thought they would hand them, their plan for Canada becoming the 51st state is blowing up in the faces of Politicians in Washington DC and that is the short and sweet of it for Canada. The hardship handed by president Trump is becoming the opportunity for PM Mark Carney. And Canada is loving the outcome of this setting, because as such high value products are to be made in Canada, giving them the setting from $255.20 towards a more then doubled market that is to come and as China replaces America as the number one export country, there will be additional settings there too. An opportunity that Canada will handle with care while in the same time increasing its export to Europe. As I see it, America merely shot itself in the foot (yet again) and that setting is to be crowned as the number one achievement for the Administration carrying that royal crown. It tried to diminish the economic footprint of its northern partner, instead it opened a new revenue handle and increased its export standing with both the EU and China. And as I see it, at no significant initial loss to Canada and over the next few years it will show a significant surplus to boot. 

A setting the Commonwealth prices and a big round of applause is handed in the direction of Prime Minister Mark Carney who is now seen as the big winner (perhaps he will accept a Nobel peace price in 2026?)

Well, you all have a great day and special mention for Capitol Brief and the Financial Times for their support in this. It is 02:00 now. Time for me to introduce myself to the procedure of snoring.

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November 12, 2025 · 14:05

Lost thoughts

The is where I am, lost in thoughts. Drawn between my personal conviction that the AI bubble is real and the set fake thoughts on LinkedIn and Youtube making ‘their’ case on the AI bubble. One is set on thoughts of doubts considering the technology we are currently at, the other thoughts are all fake perceptions by influencers trying to gain a following. So how can any one get any thought straight? Yet in all these there are several people in doubt on their own set (justified) fringes. One of them is ABC who gives us ‘US risks AI debt bubble as China faces its ‘arithmetic problem’, leading analysts warn’ (at https://www.abc.net.au/news/2025-11-11/marc-sumerlin-federal-reserve-michael-pettis-china/105992570) So in the first setting, what is the US doing with the AI debt? Didn’t they learn their lesson in 2008? In the first setting we get “Mr Sumerlin says he is increasingly worried about a slowing economy and a debt bubble in the artificial intelligence sector.” That is fair (to a certain degree) a US Federal Reserve chair contender has the economic settings, but as I look back to 2008, that game put hundreds of thousands on the brink of desperation and now it isn’t a boom of CDO’s and stocks. Now it is a dozen firms who will demand an umbrella from that same Federal Reserve to stay in business. And Mr. Sumerlin gives us “He is increasingly concerned about a slowdown in the US economy, which is why he thinks the Fed needs to cut interest rates again in December and perhaps a couple more times next year.” I cannot comment on that, but it sounds fair (I lack economic degrees) and outside of this AI bubble setting we are given “US President Donald Trump has recently posted on his social media account about giving all Americans not on high incomes, a $US2,000 tariff “dividend” — an idea which Mr Sumerlin, a one-time economic adviser to former US president George W Bush, said could stoke inflation.” I get it, but it sounds unfair, the idea that an AI bubble is forming is real, the setting that people get a dividend that could stoke inflation might be real (they didn’t get the money yet) but they are unrelated inflation settings and they could give a much larger rise to the dangers of the AI bubble but that doesn’t make it so. The bubble is already real because technology is warped and the class cases we will see coming in 2026 is base on ‘allegedly fraudulent’ sales towards the AI setting and if you wonder what happens, is that these firms buying into that AI solution will cry havoc (no return on AI investment) when that happens and it will happen, of that I have very little doubt. 

So then we get to the second setting and that is the clam that ‘China has an arithmetic problem’, I am at a loss as to what they mean and the ABC explanation is “But if you have a GDP growth target, and you can’t get consumption to grow more quickly, you can’t allow investment to grow more slowly because together they add up to growth. They’re over-invested almost across the board, so policy consists of trying to find out which sectors are least likely to be harmed by additional over-investment.”

Professor Pettis said that, to curry favour with the central government, local governments had skewed over-investment into areas such as solar panels, batteries, electric vehicles and other industries deemed a priority by Beijing.” This kinda makes sense to me, but as I see it, that is an economic setting, not an AI setting. What I think is happening that both USA and China have their own bubble settings and these bubbles will collide in the most unfortunate ways possible. 

But there is also a hindsight. As I see it Huawei is chasing their own AI dream in a novel way that relies on a mere fraction of what the west needs and as I see it, they will be coming up short soon, a setting that Huawei is not facing at present and as I see it, they will be rolling out their centers in multiple ways when the western settings will be running out of juice (as the expression goes). 

Is this going to happen? I think so, but it depends on a number of settings that have not played out yet, so the fear is partially too soon and based on too little information. But on the side I have been powering my brain to another setting. As time goes I have ben thinking through the third Dr. Strange movie and here I had the novel idea which could give us a nice setting where the strain is between too rigid and too flexible and it is a (sort of) stage between Dr. Strange (Benedict Cumberbatch) and Baron Mordo (Chiwetel Ejiofor) the idea was to set the given stage of being too rigid (Mordo) against overly flexible (Strange) and in-between are the settings of Mordo’s African village and as Mordo is protecting them we see the optional settings that Kraven (Aaron Taylor-Johnson) get involved and that gets Dr. Strange in the mix. The nice setting is that neither is evil, they tend to fight evil and it is the label that gets seen. Anyway that was a setting I went through this morning. 

You might wonder why I mentioned this. You see, Bubbles are just as much labels as anything and it becomes a bubble when asset prices surge rapidly, far exceeding their intrinsic value, often fueled by speculation and investor orgasms. This is followed by a sharp and sudden market crash, or “burst,” when prices collapse, leading to significant rather weighty losses for investors. And they will then cry like little girls over the losses in their wallets. But that too is a label. Just like an IT bubble, the players tend to be rigid and whole focussed on their profits and they tend to go with the ‘roll with it’ philosophy and that is where the AI is at present, they don’t care that the technology isn’t ready yet and they do not care about DML and LLM and they want to program around the AI negativity, but that negativity could be averted in larger streams when proper DML information if given to the customers and they dug their own graves here as the customer demands AI, they might not know what it is (but they want it) and they learned in Comic Books what AI was, and they embrace that. Not the reality given by Alan Turing, but what Marvel fed them through Brainiac. And there is a overlap of what is perceived and what is real and that is what will fuel the AI bubble towards implosion (a massive one) and I personally reckon that 2026 will fuel it through the class actions and the beginning is already here. As the Conversation hands us “Anthropic, an AI startup founded in 2021, has reached a groundbreaking US$1.5 billion settlement (AU$2.28 billion) in a class-action copyright lawsuit. The case was initiated in 2024 by novelist Andrea Bartz and non-fiction writers Charles Graeber and Kirk Wallace Johnson.” Which we get from ‘An AI startup has agreed to a $2.2 billion copyright settlement. But will Australian writers benefit?’ (At https://theconversation.com/an-ai-startup-has-agreed-to-a-2-2-billion-copyright-settlement-but-will-australian-writers-benefit-264771) less then 6 weeks ago. And the entire AI setting has a few more class actions coming their way. So before you judge me on being crazy (which might be fair too) the news is already out there, the question is what lobbyists are quieting down the noise because that is noise according to their elected voters. You might wonder how one affect the other. Well, that is a fair question, but it hold water, as these so called AI (I call them Near Intelligent Parses, or NIP) require training materials and when the materials are thrown out of the stage, there is no learning and no half baked AI will holds its own water and that is what is coming. 

A simple setting that could be seen by anyone who saw the technology to the degree it had to. Have a great day this mid week day.

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November 1, 2025 · 10:00

What do bubbles do?

There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them. 

So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water. 

All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they  will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions). 

A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?

Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat. 

So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.

A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.

Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.

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