Tag Archives: China

June 11, 2026 · 13:25

Partially delusional

That is the setting and it is not on anyone other then myself. You see, I saw the news and I saw a page that they didn’t advertise, as such I gave it my own whirl and it might be a delusional side to myself. I am warning you in advance, so you do not think that I have ‘some secret source’ to divulge a side that isn’t there. So be warned.

This morning I saw ‘Leaders of Egypt, Saudi Arabia, Qatar and UAE invited to G7, Macron says’ (source: Times of Israel) where we see “Leaders from Egypt, Saudi Arabia, Qatar and the United Arab Emirates will be invited to participate in a G7 session in France next week to discuss the war with Iran, French President Emmanuel Macron says. Next Tuesday’s summit session will focus on the closure of the Strait of Hormuz by Iran, which has “a real impact on our economies” due in particular to soaring fuel prices, and on “negotiations on Iran,” Macron says.” And I have a personal view on this. I expect that at some point there will be singular meetings with a few designated officials and they will likely be PM Mark Carney of Canada, President Emmanuel Macron of France, Chancellor Friedrich Merz of Germany and they will have meetings with the representatives of Saudi Arabia, the UAE, Qatar and Egypt. These last 4 will have a separate meetings with the big three. I believe that it is the next stage to get America out of every meeting, because the EU (Canada too) has had enough of the United States. The underlying setting is that the United States is likely to fail to fit the setting of a major industrialized democracy soon enough. And the other members are looking to replace the United States with at least one of them. My voice will be both Saudi Arabia and the UAE, but that is my view. What seems to be the case that optionally Ursula von der Leyen as President of the European Commission will make a ‘sudden’ appearance but that is the gist of it. The United States let itself be dictated by a useless bully and they are likely striking back. In addition, we got news that ahead of the G7 meeting, German Chancellor Friedrich Merz and French President Emmanuel Macron are set to hold talks with China. Not sure yet how China fits in, but the setting that the United States is on the way out, implies that the EU needs to have a meeting with China, optionally the setting that BRICS represents gives me pause to consider what else is on the table. But that is the setting I see (and I could be massively wrong). But the field without the United States if one that regards considering, because in that field the Euro needs a new anchor and if it not the US dollar, I reckon that field becomes open and whilst the Yuan could be an option, my economic knowledge leaves me at this moment (I never had much economic knowledge to begin with). 

But that is a path that is likely opening up and whilst I have advocated for UAE and Saudi tourism, there is a larger offering on the table, but I have no menu and I have no idea what is happening. But PM Carney with his knowledge of the economy and his knowledge as Governor of the Bank of England is a good cause to consider what is coming next. As Canada is also in the G7, there is a larger picture to paint, the doubt becomes wither this picture had the stages of vibrant red and golden yellow of the Chinese flag, or it is painted with the fading colours of the American Red, White, and Blue remains a question, but the United States did this to itself when it decided to bomb Iran from 28 February 2026 onwards is one setting, the additional settings are the tariffs that were deemed illegal by the courts of America and then ‘reenacted’ by President Trump on other matters. The nation is out of control and the EU has had enough. Now we see the alternating sides where the United States has no longer any influence and without influence the United States doesn’t seem to amount to anything serious. Take in account that ‘Trump says he is ‘not looking to renew’ CUSMA trade agreement’ (source: Global News) implies that the United States is heading for a lot more serious negative times ahead and the other G7 parties need a way out. It is my believe that they will see it, by replacing the United States by both Saudi Arabia and the UAE, optionally it becomes the G10 if Qatar and Egypt are added too. 

So is this real? It is my believe that this is where the EU is headed, but we will know more in  Évian-les-Bains, France, from June 15 to 17, 2026. So next Monday will be the start of the meetings, but I reckon that Tuesday will give some light on this, because this event is not secret for much longer after that. I wonder what bully screaming we will hear from Washington DC at that stage, it will be anyones guess. But as some ‘vocally’ gave us that they didn’t need anyone, consider that commerce requires clients, so why will they sell to? Their local population requires services and goods. So what services does the United States have? What goods do they have? It was all intertwined with foreign settings and they cut it all off, all whilst they have no self servicing settings. So whilst they proclaim that they have it all, Brent oil will not look kindly on cheap oil walking away, their own oil is sold and when that falters, icon take a deeper dive and it is all against a debt that amounts to $39.23 trillion, with an interest of well over a trillion a year and now more and more is regarded as ‘no-go’ zones. There is little doubt that the US economy will implode. And these ‘generating’ data centers, all whilst the EU is cutting access off? There is little doubt in my mind that a panic will set into the United States and likely it will be visible before next week ends. But then, these are merely my thoughts and there is every consideration that I am wrong. Because I have no data to support any of this, but it is drenched into my views on data that I have seen over the last few years. So there is that.

Have a great day today.

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June 4, 2026 · 10:33

Kettle calling chopstick black

That is the setting and it is given to us by the BBC (at https://www.bbc.com/news/articles/cq6peqrnzpro) where we see ‘MI5 warns Chinese spies using job websites to target government staff’, as I see it, it is time to go into Monty Python mode with ‘Howls of deriving laughter’. You see NSA, MI5, MI6, DGES and I suspect the BND have been doing the very same thing for over 30 years. They sugarcoated it through certain captains of industry to ‘offer’ interesting jobs and then after additional vetting, they gave these people a second income and until 2010 that was a safe trip, but as I see it President Trump put his oversized clown shoes in that setting messing things up. In addition the Western economy took a nose dive. So the previous settings do not hold water and the NSA is confronted with ICE, MAGA and Karen’, so their job is a little harder still. The article gives us “In a joint warning issued in a bulletin by the Five Eyes alliance, made up of UK, US, Australia, Canada and New Zealand agencies, it warned undercover operatives are using legitimate sites including LinkedIn, Indeed and Upwork to advertise fake analyst jobs. Applicants are then pressurised into revealing “non-public” information which can be used by the Chinese military intelligence service.” And there are two elements missing from all that. The first is that there is little need for pressurization, the second one is that places like LinkedIn seems to have cornered the stage where industrials have been for some time Ghosting job applicants, or putting fake jobs out there. So, in comes Huawei or Tencent offering optional jobs? These applicants are suddenly roaring with intent to do well. So I don’t think ‘pressure’ is needed. 

Then we get a few other settings. As I (optionally delusional) see it, Sergey the Oogly Googly Googler Brin with his two hundred and fifty thousand millions owes me $3M (post taxation) and yes, it is delusional, because as I see it, Google uses my written words to train its Fake AI called Gemini. And I am super pro Google, but as I see it all AI is fake. True AI doesn’t exist yet (not for at least a decade) and I gave several articles pointing that out. Someone said that (about two months ago) that per article this amounts to $1.5 million and over 5000 transgressions on my articles sets the ‘expected’ (and optionally delusional) stage that I am due at least $3,000,000 post taxation. I’m not claiming that I have any right to his fortune, merely to what might optionally be mine. Make of it what you will. And there is more. Australia housing is rubbing people the wrong way (not intentionally) there is housing crises and people cannot afford anything. Some are identified as refusing an allocated twice, whilst the second event was that they were in heart surgery. How is that fair? Then we get the stage where in Australia we hear about experience underpayment or are denied mandatory leave. So in this setting and I reckon the same setting is seen in the United Kingdom people are willing to listen to job offers from Tencent and Huawei (China), Aramco (Saudi Arabia) and ADNOC (UAE) and these people are seriously looking for talent and the latter part is mostly Australia and the United States, but after all the bad news people are seeing, China now has a real option to put pressure on the workforces in the west and there is need for these skills. So whilst we see that jobs are los to AI (which is utter bogus) the reality is that bosses keep friends and their friends employed because the budgets are dwindling and they need people to sit in that same place so that they are safe and that is how an entire workforce is valued out of a job and these people are often the true innovators. Not their bosses or the friends that they have. They are in it for themselves and it is seen all over the workforce in a near global setting. So there are more people willing to listen to the people who are actually talking to them. 

That is the reality of theater and it affects the work sphere of places like MI5. But GCHQ was on this workhorse for over 30 years, so turnabout is almost fair game (MI5 will not see it that way). This situation isn’t merely UK, it is the United States and the entire Commonwealth to a larger extent. I have no idea how it affects India, because they have the most skewed workforce on the planet, but I reckon they are in a similar spot, especially the learned DML workforce. But didn’t they see this coming? Especially the United States. 

So whilst the workforce in nations is seeing raw deals and unfair treatments, these workers are willing to listen to anyone giving them a fair shake. So whilst the BBC emphasizes on “UK will not tolerate Chinese spying, minister says after MI5 alert” we get that this is a truth, but the UK has been doing this for decades and now that the UK (others too) are vulnerable the danger is a lot more real than it was pre 2010. So whilst we see “Workers who could be targeted range from security clearance holders to academics and think tank employees, it warned.” The danger is a lot more real as the captains of industry have been sidelining their aging workforce as being too expensive and that is where the knowledge is and when these people are gone to other shores the brain-drain sets in in a most unexpected way. And these sidelines people are no longer to be the willing assistant of some young upstart who had the inside track because he had the diploma that sounded awesome. A diploma without experience is merely someone holding a printed piece of paper, not the knowhow that a company needs to make the revenue real. 

So that is my bit on the matter and would I, considering what Huawei, Aramco or ADNOC could offer me? Most definitely. When you realize that being valued is good for the soul, the soul will seek sunny shores. It always does. We have learned the hard way that companies no longer rewards loyalty, not for over a decade, so the older workforce is looking towards places that allows them to be valued for a little while longer. So whilst we see that the tea kettle is calling the chopsticks black, realise that the kettle started it all in the early 90s.

Have a great day today, optionally valued too.

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May 26, 2026 · 01:57

What is this game?

That is the setting and I am referring to the BBC article (at https://www.bbc.com/news/articles/cx21g0828reo) gives us ‘How Saudi Arabia’s spending spree reached the end of the line’ we see here that the article is all about setting a different tone. It starts with “Autocratic monarchs once left an echo of their glory in the ruins of the megaprojects they commanded at the peak of their unchallenged power. Those monumental physical traces are to be found in the fertile plains, mountainsides and deserts of the Middle East. But one of their most prominent modern counterparts may only have a digital footprint to leave behind for some of his most ambitious concepts.” What are they saying? You see the Saudi government and its royalty wanted to give the world something more and it came from “It was called Vision 2030. Extraordinary monolithic structures were to help bring forth new technological marvels not just for the Kingdom but for the world.” But as I remember Vision 2030 was about a lot more. They wanted their defense settings largely within the kingdom. They wanted to shed the dependency on oil. These settings are still in place. I reckon that they might get one of these plans filled by 2030, due to the war not all projects, but that is to be expected. War never came in the minds of any Saudi or gulf state. As we can go with, the United States largely screwed over the gulf states and it was my personal view that the United States wanted to destabilize the Middle East. And when we see (only 42 minutes ago) that ‘Trump suggests countries in region should sign Abraham accords recognising Israel under any deal’, this is not about peace, it is about destabilisation. The United States is about to collapse, it cannot pay its bills and they want a solution and they want others to pay for it. First we got Canada (a 51st state delusion) then it wanted Greenland and after that they went for Venezuela, but the oil was not cooperating. And now there is Iran and with the destabilisation of the Middle East the United States gets a lot of highly needed revenue. As far as I can see it, the Kingdom of Saudi Arabia never signed up for that. And it was a decently hard target to fill by 2030 even with all the oil pumping it did in January. At present, most projects will get a delay, how much? I have no idea. So as we get “Some of the most striking projects are now being watered down, put on hold or even abandoned. Several come under the once all-embracing umbrella of the $500bn Neom mega-project.” With ““The thinking now is to basically get small wins, small successes here and there, instead of these mega projects,” says Abdullah. “Like, for example, the Red Sea island resort of Sindalah could be one small win that they can promote”” and it makes sense, Sindalah could be completed as could Oxagon, but there is no mention of Octagon in the article. Why not? As I see it “Oxagon will integrate industry 4.0 with circular economy principles to create a clean manufacturing ecosystem” The united States might be proud of the ten companies that are embracing industry 4.0, but the Kingdom of Saudi Arabia has 48Km2 reserved for Oxagon, all embracing industry 4.0. Where is that mention? I have no idea how far it is along, but that brings in non-oil revenue, as such I reckon it is still on the books and optionally it is also spearheading China’s move towards the Middle East and Europe. That much plant space might set up a new consumer base and whilst some ‘giggle’ at Anko products, with Oxagon that could set massive revenue streams for Saudi Arabia and China towards Europe and as I see it destroy the MAGA manufacturing setting utterly and as I see it President Trump can kiss his manufacturing agenda goodbye as it relies heavily on broad tariffs and “Buy American” policies aimed at reshoring industrial jobs. When China sets up camp in Oxagon, there will be no interest in American products as Europe will embrace makers like Anko. Knowing this will be a mere slither of the destabilisation efforts by the United States. Yes, I believe that Israel would do well when it sides with Saudi Arabia and the UAE, but that is not the plan (as I personally believe it to be) of President Trump. He is losing more and more options and the bills on interest are due soon and as I see it, he can’t pay all of them which will drive up cost of the loans and drive down available cash for American infrastructure. I warned of this danger long before he became president and he merely wagered away whatever options he had. So what is Sebastian Usher intending? We are given “This is the same playbook, the same thing again with The Line. You know, ‘We’re going to build this huge thing. Oh wait, well now we’re going to significantly downscale it.’ And it’s the same thing over and over again, and it’s been that way even since before Mohammed bin Salman. They make these big announcements, they’re very splashy, and then it either doesn’t get built or it gets built in a significantly scaled down or [in a] ‘not what it was’ way.” Nothing like the Line was ever built by anyone and whilst we get “it’s the same thing over and over again”, give me examples? These settings are all given to us in a relative small amount of time and the war is impeding a lot of revenue that is now absent in Saudi Arabia and whilst there might be some cancelations, there are two projects that are still on the make and there is even a few other parts of Vision2030 that are unmentioned. It feels like the BBC is ‘adhering’ to what the United States wants. But they might be in denial on that. Oh, will we get the same old thing when the BBC reports on Cuba? Are there issues? I feel that there are, but whilst the Iranian mess is going on, there is all the reasons for whatever delay Saudi Arabia gives us and in this week the Hajj is playing out and I reckon that nearly all Saudi ’s are catering to the needs of 1.5 million pilgrims who are visiting Saudi Arabia and as I see it, several players are playing a game and it is against Saudi Arabia at present. But I might be wrong on that, it is merely the view that I am having.

Just saw it was breakfast time in Vancouver, Lunch in Toronto and dinner in Abu Dhabi, wouldn’t it be great to time travel to these three places in succession? I feel hungry for some weird reason, have a great day.

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May 6, 2026 · 10:03

The stories created

We all love a good story, we almost all of us saw the “Chris Pratt Parks and Recs blooper” and nearly all of the male watchers had to howl, most women would giggle too but what is clearly a blooper could be seen in a different light, so as I saw some AU Investing dot com (at https://m.au.investing.com/news/economy-news/saudi-arabia-reports-335b-budget-deficit-in-first-quarter-93CH-4406376) setting where we are given ‘Saudi Arabia reports $33.5B budget deficit in first quarter’ all whilst they make sure there is no mention of Iran or the Strait of Hormuz. So what is that? Fear mongering amongst the investors? To be sure there was another matter given “Published Jan 01, 0001 10:00” which is a little over 1950 years before the internet was in existence. They ‘updated’ the story on “Updated May 05, 2026 23:56”, so I hope that this is enough to set the fear of investors at ease. The other stage is what does the Kingdom of Saudi Arabia have in their coffers? I reckon it is more than I have ever seen in my life and I reckon that is as truthful as we can consider, the second part is that as the price of oil goes up (by a lot) the reserves that Saudi Arabia has is almost staggering. So if they had 152 million barrels in reserve, that increase could amount to over $5.320B and if they have more (and the surplus is even rated higher) there is almost no deficit (on paper) it would be real if there is no sales, but there are sales, a little less then normal, but that is the stage of war and I gave Saudi Arabia (the UAE too) a way to fight this and Iran could state (openly) that all Gulf State vessels bound for China could move freely and that takes the pressure off too.

It is the simplest way for Iran to keep pressures on the United States and whilst they are looking towards that goal, they could release pressure to China and Japan, because a war on multiple fronts they are unlikely ever to win, but they could try and then the gulf states could remove the Iranian harbour and their railroads, also their refineries. I think it is not a setting they should pressure for, because I have a few more IP settings going the way of Saudi Arabia and the UAE. Iran boasted and lost because I took this personally and the eager mind that has nothing to lose is not the one you want to have turned against you.

A simple setting of storytelling, but what makes the story a mere presentation of what could be? It is not the AI analyses, because I am an outlier and outlier get removed and decreased to the mean for ‘error’ decrease but that is also the stage that Ubisoft tried in other ways. “If you try to appease everyone, you merely please no one” it is a life lesson that is applicable to games, life, war and IP and that is the error prone setting that players like Iran never seem to see. But they will learn almost always a few weeks too late, so whilst they start crying “we need a deal” you know that they are worried of what comes next, or even more likely something that happened less than 24 hours ago. It is the beckoning setting of change and whilst some do not ant change, I am eager to see the changes on the board of that setting, because that is where some could fill their pockets to the largest degree. At that point the issue is not what Iran does, but it becomes what the Gulf states are doing and what the United States and Israel are doing or just did, it is all part of that same equation and they are outliers, but the known outliers are an indication of what is and especially as others are ‘deflating these events to the mean’ it is an even more precise setting of what others will do and whilst we cannot trust the western media to the largest extent, this ‘devaluation’ should be seen as what ‘their friends’ want to get presented. So whatever story you accept (even mine), consider why these stories are handed to you because there is a story behind every story and even as that sounds confusing, seeing what is often called “walla” in media production, is the low-level, continuous chatter of a crowd, used to create realistic atmosphere in film, games, or to improve focus, but it could also be seen as the stage of staging misrepresentation of events. Just a thought to entertain.

Have a great day today.

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May 3, 2026 · 12:03

That turning point

We see all kinds of turning points. We see the mess some leave others and when they get ‘hindered’ by their own ego, the damage can be massively debilitating. So as the BBC (at https://www.bbc.com/news/articles/cd9pn541jjlo) gives us ‘Germany says US troop withdrawal ‘foreseeable’ as Nato seeks clarification’ with “Germany’s defence minister has said the US decision to withdraw 5,000 troops from his country was “foreseeable”, as the Nato military alliance says it is seeking clarification from Washington.” I see a turning point. A turning point that takes away whatever credit they still had in Europe. Let me explain, the 5,000 troops are not there for a gimmick. Russia could see a (delusional) massive opportunity to make Europe theirs, but that fictive setting is now an option for China to become the ‘salvation’ for the fictive danger Russia presents. There is no longer a United States, as such China could come in and offer help. There will be cautious settings by Germany, but as the danger from Russia is ‘presented’ as real, they will accept and that s the sign for Huawei to offer its infrastructure to Germany. Its data centers, its optional DeepSeek and whatever else China can offer and Germany gives China the opportunity too show its technological prowess to The Netherlands, Denmark, Poland, Czech Republic, Belgium, Austria, Luxembourg and France. When Germany goes over, all other nations will see the direct benefit that Huawei and others bring and the United States lose these settings. It might ‘threaten’ with its tariff game, but they are soon to become a population of one. China will take this route for the tremendous benefits their industrials get and as they represent a population of 1.4 billion consumers, Europe will take the setting as the United States merely represents the options to be a consumer base of 25% of what China represents, there will be captains of industry who will chomp at the bit to get into that market. The allegedly viagra overdosing captains of industry in the United States will have to consider what to do next. I reckon that they will go after that President of the United States on a mere need for the loss of industry that this president is exposing the United States to, especially as they have a debt that surpasses their GDP now (source: Financial Times). And let me explain, the same person who stated in March 2026 that the U.S. had “decimated” the Iranian regime and achieved a “total and complete victory”, In early April 2026, this same president said the U.S. was “finishing the job” and that the military objectives would be completed in “maybe two weeks, maybe a couple of days longer”, which was followed by the U.S. would leave Iran “very soon,” but only when it was certain the regime could not build a nuclear weapon and threatened that if Iran did not comply with demands, “lots of bombs start going off”. It is now may and he is pulling troops out of Germany after President Donald Trump criticised German Chancellor Friedrich Merz for saying the US had been “humiliated” by Iranian negotiators in the ongoing war. It was not humiliating. Humiliating is me stating that the Secretary of war Pete Hegseth could’t win a war against a self opening tin of baby carrots even if he was armed with a tin opener. The rest are simple statements of facts. Deal with it and now as he is pulling troops out of Germany, China gets the inside track on a new setting, a direct triangle with China, the Gulf States and Europe all connected to each other, optionally connected through Huawei centers, A Chinese opportunity. And that is before the 2027 setting of the Vatican where the Pope gets his new and lasting nickname “Leonardo da Vici” when he decimates the Republican Party even more. A final lasting tombstone and it will be written by Tatiana Schlossberg when she publishes her book “Before 300” a lasting story about the United States and how it went wrong with the final chapters speaking about the downfall of the United States due to the mindless settings of President Donald J. Trump, he was not the actual cause but he removed whatever escape points Wall Street gave them. Some say it is mere ‘Science Fiction’, but I advice you to preorder that first edition hardcover when it comes in 2031, those hardcovers will be worth a lot down the track.

We can debate all the settings we want, but the settings China is about to get because of the ego of some is beyond belief. So enjoy this Sunday, although Vancouver and Toronto are slow, it is still Saturday there. Enjoy this day and see the opportunities that come knocking all over Europe. 

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April 30, 2026 · 14:17

The syrup of some

Deutsche Welle gave me a view, it is a optional view and I am using optional because I know much too little about this. The story (at https://www.dw.com/en/why-uaes-opec-exit-is-a-blow-to-saudi-arabia/a-76975354) gives us ‘Why UAE’s OPEC exit is a blow to Saudi Arabia’ it feels different from other views stating that the break up of OPEC is a win for President Trump, which is another view to have. But here we see “The United Arab Emirates is leaving OPEC to pump more oil on its own terms. The break strips Saudi Arabia of a key partner and adds to growing uncertainty over the cartel’s future.” Yes, the UAE could pump more, but I don’t think it will lead to the uncertainty of the oil cartel (named Open and Opec+) You see, this large blip on all our radars will come with other settings. It will give the gulf states a claim for Iranian oil (repair costs) and that could be sold directly to China and Europe, they will exclude the United States as it is the cause of all this mess. At which point others will reject offers from Brent oil as it is American oil and there is no telling how deep the rejection goes and the weird part is that this might open up European talks with Iran as it reimburses damages to the gulf states (namely: UAE, Saudi Arabia, Qatar, Bahrain and Iraq) it is not the win Iran was looking for, but it is a win as they can make a case that the United States lost. Will it go that way? Time will tell.

It all reminded me towards an old feud (1985) where a colleague accused me from hoarding the ‘Rinse Appelstroop’ on my sandwich, all whilst the sandwich can only contain a mere part of the entire tub. So when we see “For years, the United Arab Emirates (UAE) has clashed with Saudi Arabia, OPEC’s most powerful member, over these quotas. The UAE has invested heavily to expand its oil industry and grow its market share, but OPEC limits have repeatedly held it back.” And it reminded me of the feud my co worker gave me over the syrup, almost like oil. I have no idea on where it is all set in the oil industry, but the idea to give into America is nothing less than a joke. They claimed that they have all the oil they need, so why would they need some handhold over oil? The one commercial thing I do know is that as the offer of oil increases the price goes down, as such the Middle East needs to take care of how they deal with this, because oil even as a commodity has a lifespan, once you get to the bottom of the barrel, the amount of oil you can still produce come close to that number shaped like an ‘O’ (hint: it is zero). 

So whilst I get that they all have needs, the idea that there might be an imbalanced amount towards one country is dangerous, but I get it, the UAE must do what is best for the UAE, Saudi Arabia must do what what is best for Saudi Arabia. But underneath all that we see “The UAE currently produces roughly 3.2 to 3.6 million barrels per day (bpd) under quotas but holds spare capacity of nearly 4.8 million bpd, Reuters news agency reported. Plans call for a hike in output toward 5 million bpd by next year.” And no one is looking at the amounts that might still be available for drilling. So what happens when that finishes? Everyone claps to attention but there is no clear vision for the future. And all the ‘influencers’ giving us the YouTube version of what comes tomorrow better find a good news source, because no one has an answer toward the ‘what now’ equation when the oils run out. 

So whilst we are getting “OPEC has already been under strain from repeated quota breaches by members such as Iraq and Nigeria, and from Russia’s inconsistent compliance within OPEC+. The UAE’s departure adds to that sense of fragmentation. In his analysis for Capital Economics,  Oxley warned that, in the medium term, if other producers with spare capacity “see the UAE successfully gaining flexibility and market share” outside OPEC, “others may follow.”” I understand that point of view, but I don’t think I can agree. The bully tactics of the United States will also give strength to Saudi Arabia as they might want to get issues resolved through Algeria, Libya, Nigeria, Gabon and the Congo. There is definitely data that OPEC will be slightly weaker, but the oil that is gained in output will most likely go to China and the setting as of 9 April 2026, the UAE has intercepted and destroyed 537 ballistic missiles, 2,256 drone attacks and 26 cruise missiles fired from Iran, and that is mostly due to the acts of the United States. It is hard to hold them accountable as Iran attacked with the missiles, as such it is on Iran and as some state over 90% were allegedly aimed on civilian targets, as such the UAE demands reparations and so they should, but after that, should oil still be delivered to the instigator of these attacks? I don’t think it is that clear cut even as some state that Iran’s nuclear options were ludicrously limited (I don’t believe they were non-existent). So whilst the UAE could benefit from their withdrawal from OPEC, I see that the weak response from the gulf states towards the UAE is partially to blame for this. 

The conversation had some additional things (at https://theconversation.com/the-uae-is-leaving-the-opec-oil-cartel-what-could-that-mean-for-oil-prices-281734) here we see ‘The UAE is leaving the OPEC oil cartel. What could that mean for oil prices?’, we see here “the UAE is one of the world’s top ten oil producers. The country also has the capacity to increase its output by about one million barrels per day”, which amounts to 6 million barrels a week (one day of rest) and that gives us at least and additional half a billion dollars a week, something the UAE can likely use, especially if it goes towards a solution avoiding the Strait of Hormuz which I wrote about in ‘Sinking a dilemma’ (at https://lawlordtobe.com/2026/02/01/sinking-a-dilemma/) I have no idea if that is the path the UAE will sail, but that makes sense, the Strait and the issues with Iran are massively out of play and it also helps with the other gulf states as they (for a fee) use that solution and that is all before the massive attention the harbours of Abu Dhabi and Dubai will enjoy with all these loaded skippers who can now avoid Iranian waters. I only see upsides here, but that channel will require a serious amount cash, there is no doubt about that and it is not merely now, whenever Iran throws a tantrum, the strait becomes the bottleneck for all gulf states. Better to remove that problem completely.

So whilst we are given “OPEC’s influence on the oil price depends on coordinated changes in production. By agreeing to collectively limit, or to expand, the supply of oil in the market, OPEC can manipulate the price to meet its objectives. The UAE alone is the world’s eighth-largest oil producer, and accounts for about 4% of the world’s oil production.” As such I might imagine that the UAE has an issue with the imposed limits and that is before we consider if Das Island is under limits as well. As such it makes sense that the UAE ight want to leave OPEC, but let it be clear, Iran forced this on the rest of OPEC and as such their desperation will also amount to the wrath that these members have as their grip on maximized profits wane. 

Merely a small view on the setting and I get that not everyone agrees, not everyone is charmed by Appelstroop (a Dutch product). Have a great day.

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April 29, 2026 · 11:05

The bad news

That is what was going through my mind the day before yesterday and yesterday I saw something by Al Jazeera who illustrates it to you in a more profound way. They ‘quoted’ “Iran says US no longer in position to ’dictate’ policy to other nations”

I don’t give in to the setting to Iran on anything because they are regarded as utterly evil by me, but as I see it, this one they got right. You see, the United States is as far as I see it the United States is insolvent. All other parties are so ready to debate the fine ‘tactics’ of what is insolvent. But the setting is now that the United States is a liability of 47.1 trillion dollars (according to some), their debt has now surpassed to 38 trillion and if the first set of numbers is correct, the interest is will in 2026 surpass $1,500,000,000,000 and that is a whole range of zero’s. To understand how I got to be this clever (the Dutch singer Herman Brood disagrees because he told me that I would never be clever). I wrote the story (at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) ‘About America, chapter 11’, I wrote it on August 26th 2014. You think that this was too early, but at that point the debt had surpassed 18 trillion then and there was no exit strategy, there still isn’t one, but the debt has more than doubled and the IRS allegedly collected approximately $5.23 trillion, that implies that a third is spend on interest and in that setting President Trump wants to spend a trillion more in defense spending? You have got to be kidding. And whilst we are on the Trump discussion. He pissed of whatever ally he had and they will all let him drown with all his debt. So, he is playing nice with the Middle East and the members of the Gulf States that have cash. I also stated that the AI court cases will increase and I was right “As of April 2026, AI-related court cases are rapidly increasing, focusing on two main areas: AI misuse in legal filings (hallucinated case law) and intellectual property disputes over AI training data.” And I have seen first hand that we have only seen the tip of the iceberg considering “intellectual property disputes over AI training data” and these disgruntled parties are international and those not having some agreement in place will get their payday and their golden checks all whilst they come out of the coffers of the United States, leaving the United States more destitute than ever before. 

So in this case Iran might be correct, the days that the United States is “in position to ’dictate’ policy to other nations” are over. They might do so, for a few weeks, but when the larger bills come calling, we will see a different America and at that point I fear for the well being of my Canadian brothers (sisters too), because whatever Canada has, the United States will need and they will blame on the world their own inability to keep their spending habits in order. As I see it, the only path for the Commonwealth is a path that partners with China and Europe to create one big block (not the cheesy kind) but this is what I expect to happen, because as I see it, the intercepted Iranian tankers are heading wherever the US Navy wants to take them and according to some this is called ‘Western Piracy’, I am unsure what to call it, but it does give more weight to the insolvency issues I am seeing. And whilst some see this as the beginning of a Ponzi scheme of handling things (I am on that boat too), how long do you think that this will continue before all allies that the United States once had will see this as unacceptable and the new allies will almost immediately shy away and whilst the Media has a shrinking reliability, it merely fuels that Middle Eastern media in gaining a more prominent traction with the west. 

So feel free to disagree with what I write, but also take time to investigated the news as it is and compare it to what you know. As such I ended the article in 2014 with “I reckon soon enough we will get more and more long winded talks, but in the end no one is saying anything because those who will be making the speeches are at the heart of what went wrong and no one wants to hold on to that guilt when those left without their house ask them the question ‘where are my savings?’.”

As such I wonder where are some of the saving left, because a Ponzi scheme approach will more easily use the funds of any bank and replace it with an IOU. 

So you all have a decent day, if possible a great day and I call on all Commonwealthians to consider the plight of the Canadians, because no matter how good they are doing, due to PM Mark Carney, they will soon have over 300,000,000 angry Americans looking for a way out and a better way than the hollow shell they are (allegedly) in at present.

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April 28, 2026 · 19:53

Battle lines

As per yesterday several things occupy my brain, even a new technology (which I will discuss at a later stage) today is about OpenAI and Microsoft. I was ‘alerted’ to this yesterday through through Seeking alpha. I think I heard it before that, but I ignored it. Seeking Alpha (at https://seekingalpha.com/news/4579947-microsoft-falls-as-openai-partnership-evolves-says-it-will-no-longer-pay-revenue-share) gives us ‘Microsoft in focus as OpenAI partnership evolves, says it will no longer pay revenue share’ and we are given “Microsoft (MSFT) shares rose fractionally on Monday as the tech giant and OpenAI (OPENAI) said their partnership has continued to evolve, and OpenAI’s license will become non-exclusive. “Today, we are announcing an amended agreement to simplify our partnership and the way we work together, grounded in flexibility, certainty and a focus on delivering the benefits of AI broadly,” Microsoft wrote in a statement on its website. “The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.”” In my mind I hear “Someone has figured out that this setting is based on shallow settings, the reality is dawning on them”, so whilst we are given “As part of the altered agreement, Microsoft will remain OpenAI’s primary cloud partner, and OpenAI products will ship on Azure first. However, there is now a tweak that says if Microsoft “cannot and chooses not to support the necessary capabilities,” OpenAI can go elsewhere. Julian Lin, Investing Group Leader for Best Of Breed Growth Stocks, said the deal is actually a “net positive” for Microsoft, despite the share price reaction.” I personally believe that OpenAI might present a hardcore liability for Microsoft and they are seeking to insulate from that fallout. And it might be merely my feelings in this and that is fine, but when you see the Anthropic setting, the DeepSeek setting there are several other elements that are roaring is near ugly heard and that has to go somewhere, something has got to break and it seems the ‘staged’ setting of evolutionary contract agree ments, might be part of all that. In retrospect I have no idea how OpenAI and Musk will battle their settings (and I partially do not care either). But the elements are there and whilst we are all about OpenAI, this concept selling setting rubs me the wrong way. So whilst we ‘might’ see ‘OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO’, all whilst some say “do you guys even use ChatGPT/OpenAI anymore? I find myself preferring Claude/Gemini to be honest”, I take a different turn, I don’t use any of them. Basically because they are all fake AI. Real AI is about a decade away, if not 2 decades. I might die before real AI is released, so I kinda do not care.

ComputerWorld, only today (a mere few hours ago) gave us (at https://www.computerworld.com/article/4163971/microsoft-openai-change-contract-terms-again.html) ‘Microsoft, OpenAI change contract terms–again’ starts with “When the two firms announced a revised agreement on Monday, it reinforced the need for enterprise IT executives to work with as many major AI players as possible, given the constantly changing landscape.” I do not disagree, but remember that Microsoft went all out about 5 years ago and whilst we saw all kinds of ‘total wreck approaches’ the ‘partnership’ went on and now that we see “the need for enterprise IT executives to work with as many major AI players as possible”, we might accept that, but we see no DeepSeek, do we? So whilst we see that Microsoft increased its stake and solidified its position as a major investor less than 6 months ago, these plans are now changing. So does Microsoft see something, or do they fear something? And then ComputerWorld gives us “One key component within earlier versions of the Microsoft-OpenAI deal was the change in the relationship if OpenAI ever achieved artificial general intelligence (AGI), a term that eludes a concrete definition but generally refers to AI that equals or exceeds human capabilities.” I find it funny because of all these definitions across the fake AI field. Do they really not see that it is about to fall apart? (Story to follow likely tomorrow). And when this war of the fakers is seen (OpenAI, Google, Anthropic) there is every chance that OpenAI ends up in last position (see another ‘winner’ chosen by Microsoft), but this war setting is almost real, but until there is a real revenue stream coming in, there is unlikely to be a real winner. So whilst ComputerWorld focusses on the market changes with “Analysts and consultants generally agreed that this altered agreement will reinforce, and should extend, the current enterprise IT trend of hedging bets by striking arrangements with a variety of AI providers, including the major hyperscalers. Beyond future-proofing enterprises’ AI efforts, some of those agreements are for practical issues, such as the need to work with global AI firms specializing in different languages that the enterprise needs.” And you already know where this goes next. So, when was the last time you saw this kinda bla bla settings in the last 45 years? I tend to go back to the early 90’s where they all tried to sign businesses up to concept selling, all whilst there was no revenue stream detectable. We see it now here. I get that analysts are not the most revenue sturdy people, but consultants need their revenue streams. It is their bread and butter. And what was that “for practical issues” about? You see ComputerWorld writes a good story and revenue is mentioned four times, three is shown next “In addition, the company’s role as a major investor in OpenAI is driving a different revenue relationship, it said: “Microsoft will no longer pay a revenue share to OpenAI. Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress, at the same percentage but subject to a total cap. ”” interesting how salespeople are not that fuzzed about revenue. It is their income and bonus setting. So what was this really about?

Wouldn’t we like to know this? Just a few settings for todays stride in the coming week. And now I need to contemplate what I next write about the bad news, or the new technology. My conundrum  for the last 4 hours of the day.

Have a great one today.

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April 27, 2026 · 18:26

Tomorrow came today

That is the setting and it is given to us by the Khaleej Times. There are two articles, the first one (at https://www.khaleejtimes.com/business/tech/carry-less-do-more-the-huawei-matepad-mini-advantage) gives us ‘Carry less, do more: The HUAWEI MatePad mini advantage’ it shows us the new Huawei setting, all in Harmony Next, so while we might consider “The 8.8-inch OLED PaperMatte display is considerably larger than any other ebook reader of this size and offers incredibly vibrant colours. Saying this is the best ebook reader ever is not a hyperbolic statement. While that alone makes the tablet worth having, it is only the tip of what the MatePad Mini has to offer.” It is not the real power that comes from the mindset of the consumer. You see I’m what some call a brand bitch. I like my Sony TV (and my playstation more) I like my Apple devices (except that Apple phone thingamajig) and I love my Android phone. We are what we embrace and now Huawei in a world where the United States claim that China is evil we are given the new settings. You see, that anti China voice is kinda nice, but as the confidence in the United States is waning with 6 billion people, that anti-China rhetoric becomes stale and lacks credibility. And now Huawei who awaited their time is voicing into the Middle East that there is an non-United States alternative. And that comes with a few additional loopholes.

So whist we are given “Beyond readability, the MatePad Mini supports a peak brightness of 1800 nits, a 120 Hz refresh rate, and a P3 wide colour gamut for rich, lifelike visuals. Easily pocketable and featuring a vibrant, high-resolution, paper-like display, the MatePad Mini is a strong alternative to traditional eBook readers.”as well as “Powering all of this is a 6400 mAh battery, capable of delivering up to 9.5 hours of usage under dynamic conditions, and it can be filled up from zero in just 60 minutes using Turbo mode. The HUAWEI MatePad Mini is compact enough to carry anywhere, yet powerful enough to handle everything from reading to serious productivity and creative work.” And that is beyond the additional apps that give is a rather large function area. This is the first time that Apple faces a competitor larger then they are, more of more and all at a reduced price. So whilst I am Apple minded for my iPad, Huawei now had an alternative and it is loaded with functionality. Is it enough? I am not certain, but as the anti-United States feeling emerge (due to the current administration) and the feeling of resentment grows, Huawei now has a clear path into Europe and people are fed up with the anti China sentiment. Especially as it lacked evidence for the longest times and now that the United States is told to stay in its place. The sentiment for American corporations grow too and there are two settings that fuel this.

The second setting is given to us (at https://www.khaleejtimes.com/business/tech/ai-without-the-hype-the-new-honor-600-redefines-the-smartest-smartphone-experience) where we see ‘AI without the hype: The new HONOR 600 redefines the smartest smartphone experience’ and that is the missing element ‘without the hype’ it redefines the setting of DML and ML, because that is the setting of these Fake AI worlds. Fake AI is hyped by the United States and some resent it (like me) because it is stupid. DML and ML are great tools and they come with LLM settings, which is also a great tool but it is no AI, so as we are given this, we are more easily in acceptance of this. So whilst we see “In a market flooded with overpromised AI features, the HONOR 600 stands apart, pairing a stunning 200MP camera, intuitive AI tools, and marathon battery life into a device that feels as premium as it performs” we see a delivery well beyond any phone out there today the 200MP camera. So whilst we are given “I’ve spent a little time with the new HONOR 600 these last few days, and from the moment I picked it up, it felt like I was holding something far more premium than its category suggests. The design immediately stands out. It’s slim, sleek, and beautifully balanced in the hand. The finish of our test mule in the “Golden White” colourway (there are two other colours available: Black and Orange) catches the light in a subtle but striking way, and the overall build feels refined without being flashy. It’s the kind of phone you instinctively want to show off, not because it’s loud, but because it’s quietly elegant.” We see the next device in HarmonyOS and it will be a threat to Android and iOS. Their 200 MP made it so and whilst we see the stages where some will debate (the ‘but this’ and ‘but that’ people) we see a setting that is water-mouthing for people and influencers alike (influencers are considered to be non-people). 

What we have is the setting for the new stages. We see that Huawei is more readily excepted and that comes with the optional Huawei data centers and that is where the United States will truly be shown the door. And as Huawei gains traction vie the Middle East, there is every indication that the larger stages in Bangladesh, India and Indonesia will embrace that setting as these two places are over half a billion people and Huawei will gain traction to over 2 billion people in this year alone. That is the setting everyone missed and that is what is likely propping to happen. And this is the stage that the United States fears, because their ‘big beautiful whatever’ depends on an audience and one third of the global stage when somewhere else. I reckon that Germany is the first to gain Huawei powers in the EU, followed by some of the other members. My money is on the Scandinavian members driven by Denmark (because of Greenland) and Norway (because of Microsoft) and that will merely be more and more movement towards China. And whilst some will debate the bad things that is China. You forget about the 8 billion people, they are driven by consumerism and quality stuff and Huawei is showing quality and as I see it, it is the first time they are outdoing Apple and when you consider the Huawei Matebook fold. So when the new applications hit these solutions and when (perhaps they already are) we see interaction between the three you know that Apple is outdone and Google will be in a tough spot. It was never their ambition to be in this situation but some idiot in the American administration made China develop their own OS, because Android was no longer available to them, who was that again?

So we now get a new setting and I reckon it will come to blows in 2027, even as Huawei is already ready in 2026. It is a stage that is now up for grabs and when these 4 factors Tablet, phone, laptop and data center becomes available, the United States will be pricing itself out of all the above. So we are likely to see Gulf States, India, Bangladesh, Indonesia and Europe all switching and whilst the United States sees its influence shrinking from 6.5 to 6.2 to 4.9 to 4.5 to a 4.1 to a 3.8 billion audience panic will hit because that implies that there is an expected grow in Huawei data centers and even as it might not all go for a Huawei data center, the premise that it all remains with America data centers is absolutely ludicrous. So whilst the United States depletes its weapons even further on Iranian soil, it is merely fueling it disgust in the rest of the global population. A setting that was almost clear from the start. So where do you think this audience go when it is reduced to a mere 4.1 billion? You might think that it is clear, but the Muslim population is almost 2 billion, so do you thin that Iran will entice them to stay? Or will they merely fuel the drive towards Huawei?

Have a great day this day.

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April 25, 2026 · 23:45

Accusation without evidence

That is the path I saw today on the BBC (at https://www.bbc.com/news/articles/cpqxgxx9nrqo), now hear me out. Even as we are being told ‘White House memo claims mass AI theft by Chinese firms’ we have to acknowledge that it comes from that same place that gave us that “‘someone’ claimed “$18 trillion” in new investments”, “prices are down” and “Ukraine for starting the war with Russia, suggesting they should have surrendered territory to avoid it” as such I am willing to disbelief this. Also China has DeepSeek and it does so (it’s speculations) at a fraction of the cost.

And whilst we are getting “The White House has said it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology. Michael Kratsios, Director of Science and Technology Policy, wrote in an internal memo that the administration had new information indicating “foreign entities, principally based in China” were exploiting American firms.” My mind goes not different directions. The first being:

If you have shattering IP valued at billions of dollars you have proper cyber security installed. That is merely my thought, others might have another opinion. 

My mind is racing towards a different setting. You see, OpenAI and its ‘co-conspirators’ are not delivering on the premise that gave too many people well over half a trillion dollars want to see return on investment and none is coming and now (not unlike the concept sellers in the 90’s) they need a blamable party. So what is easier than to blame China? Now, I am not saying that China is innocent, but in all this one might need evidence to make a case and none of it seems to be coming. As such we are given ““foreign entities, principally based in China” were exploiting American firms. Through a process called “distilling”, such firms are essentially copying AI technology developed by US companies, he said.” OK, I’ll bite, so where is the evidence? Why, if this distilling is a problem are these outputs not better protected, so there is no ‘distilling’? Simple question, perhaps when Oracle was needed, the cheapskates decided to rely on Azure? I have no idea, I am merely offering options as the evidence is clearly lacking. 

So whilst the article ens with “While Kratsios did not name any foreign entities, leading AI companies like OpenAI and Anthropic have said they are dealing with such distillation activity.” I reckon that the distillation culprits like House Spirits Distillery and Angostura Distillery were made exempt? 

You think that I am making a funny and I was, but this has been going on for months and these so called high priced (fake) AI corporations have been absent in their cyber security? How does this distilling happen? All things missing from the BBC article and are unlikely on the mind of the White House as the article seems to imply it comes from the very beginning where we saw “it will work more closely with US artificial intelligence (AI) firms to combat “industrial-scale campaigns” by foreign actors to steal advances in the technology” you see, the first part would be ‘How did they achieve this?’ Which we do not see and the state of cyber security we don’t see either, both seem rather obvious in that setting. 

So as I said China might not be innocent, but in that same setting we see that the United States and their (fake) AI firms are apparently clueless. Don’t take my word for it, just look at the scraps on this table and see where the crumbs aren’t dealt with and I see no part in all this that shouts ‘China is guilty’ that would require actual evidence. So if that is seemingly is not required counter the idea of this AI scheme to be the part of a scam to wipe out trillions on the exchange, which might be the case, but the setting of ‘no evidence’ is apparently in effect and that goes both ways. As I see it, someone wants to see evidence of AI and whilst they invested billions, there is a greed driven setting that the profits all go to China as they stole the plans, but is that really so? Even distilled plans need refinement and the source data is missing. So, how would they proceed? The setting does not make complete sense to me. Any innovation requires a foundation, even DeepSeek would like to have one, or it is simply a sifting solution and the power remains with these innovative wannabe’s (sorry, a paraphrased term).

So have a great day and wonder why the accusation was made, because that setting is likely to be in dollar numbers and where is that money now? Have a great day.

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