Tag Archives: China

February 12, 2024 · 04:18

Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

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February 6, 2024 · 00:51

At the start of round two

I have stated more than one that America has a problem, it has a few, yet this was about defence spending and others aren’t spending it on American soil. I have been called crazy, cranky and delusional (no idea where the cranky part came from). Anyway, today I see that Saudi Arabia has a MoU (Memorandum of Understanding) with Leonardo defence.

From one source I am getting “The Ministry of Investment (MISA) of the Kingdom of Saudi Arabia, the General Authority for Military Industries (GAMI) of the Kingdom and Leonardo announced yesterday the signing of a Memorandum of Understanding (MoU) with the intention to discuss, develop and evaluate a range of investment and collaboration opportunities in the defence and aerospace sector.” Some will say ‘so what?’ and until recently I would have agreed. I never heard of them, that doesn’t mean anything, but when you consider that the amount (unverified) is rumoured to be around a billion dollars, the case starts to give a different stage. China is taking a massive slice, Germany and the UK are on the pie hunting side and now Italy takes a billion too. This means that the pie that America one had, what is left is a lot smaller and a lot less impressive (for America that is). 

So the pie that was overwhelmingly America (Raytheon, Northrop and a few others) is now set to at least four additional players and even as we do not know the slice of China, there has been a few indicators (unverified) that it amounts to billions. As I personally see it, this is the result of biting the hand that feeds you and I never saw any clear evidence of what happened to that columnist no one cares about. That is the larger station. In addition to this, one source gives us ‘Fifteen Spanish companies compete for a slice of Saudi Arabia’s military pie’. There is no way to see how far they get and the defence market that is going on right now has 700 arms manufacturers trying to get a slice of $71,000,000,000. It is anyones guess how much is left after China gets its slice. All indicators give me that they are succeeding, in least in part, in securing that revenue and that is revenue that is lost to America. I feel certain that players like Raytheon will get a slice, but as far as I can tell it is rumoured to be the smallest slice they have gotten in a decade. 

And a lot of this could have been prevented, but feel free to think that my delusion. 

I wonder what news we will see next week when the trade fair is over. Yet I feel that a few European firms will be happy on what they were able to achieve. The largest setting That I expect at some point is that FN Herstal and/or the Herstal Group will place facilities in Saudi Arabia to see the setting that Saudi Arabia has advocated for close to 3 years to have 50% to be produced nationally. I reckon that FN Herstal/Herstal Group might reconsider that setting and move some of that to Saudi Arabia, not only for the slice of pie, but as part of Brics their dance-book will open up to several players. There is no data showing this to happen, it is pure speculation but that move makes sense to me. You see if FN Herstal doesn’t China and their AVIC, CASC, CETC, CASIC, CSSC, CSGC could get a lot more revenue. Norinco is unlikely to make that cut as it has been a really bad boy, but that could be my personal view on the matter.

Enjoy the day.

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January 31, 2024 · 00:11

Forbes Foreboding Forecast

Yup, it happens. Sometimes the others are all on your train ride, but that does not make your prediction true. Yet to see this we need to take the whole image into consideration. For me I saw this come towards us like a freight train without any brakes when I wrote about it as early as September 2020. I wrote several times that these settings were a really bad setting and the outcome would not be a nice one. Then I warned that the US economy had nowhere to go, not when they insult and offend Saudi Arabia (and to some extent the UAE), as such China would gain billions in revenue. We saw last month (could have been 2 months ago), news that America was ‘worried’ about China making so much headway into the middle East. And now Forbes (at https://www.forbes.com/sites/digital-assets/2024/01/29/the-us-dollar-is-finished-wall-street-legend-warns-trumps-and-bidens-china-nightmare-is-suddenly-coming-true/) gives us ‘The U.S. Dollar Is ‘Finished’—Wall Street Legend Warns Trump’s And Biden’s China Nightmare Is Suddenly Coming True’. Really? First off, this isn’t suddenly, I made mentions for almost 4 years that this stage was underway. The fact that the dollar is finished is not entirely wrong, but not to the degree we see predicted. Wall Street will take any stance to diminish that danger. People will end up with nothing, but the almighty dollar will sail on, even though the galleon it once had will be replaced by a simple sloop (as piracy goes). 

So whilst we get “The U.S. dollar is “finished as the world’s reserve currency,” analyst Richard X Bove told the New York Times just days after his retirement from a storied 54-year career as a Wall Street analyst.” I initially tend to agree. Yes the dollar as a reserve currency is pretty much a bye bye black sheep operation. It is the “Bove, who sees bitcoin and cryptocurrencies as winning in a post-dollar dominant world, predicted that China will overtake the U.S. economy” part I do not completely agree with. You see the Yuan is and will be an important part of the global economy, but China has its own skeletons to deal with. Evergrande is one and that $300,000,000,000 issue will hinder the Chinese economy to a massive degree. Not to mention the Chinese population that is hurt by that loss. I reckon that being related to Shawn Siu in China is a lot more dangerous than being a loudmouthed disrespectful American in that region, but that could merely be my take on that situation. You see, China needs both Saudi Arabia and the United Arab Emirates to get the traction to push forward. Yes, they will push the dollar of its throne and Americans with their arrogance did this to themselves, but without the Middle East China has no real momentum. That was the larger station we needed to see. I tried to warn people, but to them I knew nothing. And true, I have no degrees in economy, but I have looked into numbers for decades and I have both a creative mind to see beyond the numbers and a critical mind to question any hypothesis I have. As such I saw what is now being published as ‘suddenly’. My timeline has three years of warnings of the dangers the US and its dollar were facing. I do not have the knowledge or insight to discuss or oppose the digital currency changes, but I can tell that the ego of ex-presidents with his opposition to the digital dollar will be the end of the American economy. The digital dollar would allow Wall Street to diminish the impact the slam the dollar is about to make. If that stops the damage will be enormous. I don’t think the US economy will have any cards to play. Especially now that the EU nations are vying for the same defence contracts that were once almost uniquely America alone. With France, the UK and Germany vying for whatever spending dollars they can, China might end up with a little less, but they still have a lot of billions coming their way, all billions lost to America now and the EU is trying to get a few as well, an indoor fight between the US and EU is not one they were ready for and overall the American evangelisers are now starting to be a lot more quiet. Money talks and the US has none left. Now that the Ukrainian Russian military debate is now three weeks away from two years. A short term prediction by the Kremlin is now a setting that they could actually lose. A stage not considered a year ago and that also brings a lot more problems to the EU nations as well as America. America that has been catering to Russian needs no less and that is important as the people are now a lot more eager to accept China as the new leader. This is not some Nixon fantasy, this is the case of Wall Street deciding on what is best for the world and that is not how it works. That only has any value in the delusional mind of some. So whilst we see what happens next, we see that the power players are vacating towards the UAE. Some will go to other destinations, but the mess that they are leaving behind (not all due to them) will leave the American population without anything left. So what do you think happens when the dollar collapses and 200,000,000 Americans see that their savings are gone. Do you really think they will will side with Trump and his multiple multi million lost lawsuits? Consider that no one has a clear view on how much he owns. Some state that he only has now less than 3 billion and he was dropped from the Forbes 400 list, he came up $300,000,000 short (a lot more with the lawsuits he lost). To give you some reference, Elon Musk is apparently 96 times wealthier. He has 9600% more wealth than Donald Trump and that is the person Americans pissed off, all whilst he has the foundations of a solution for the energy shortage they face. So how is ego holding up? When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough. 

Could I be wrong?
It is a fair question and I ask myself that question pretty much every day. It is not indecisiveness, it is not doubt. It is about verifying the numbers again and again from whatever reliable source I can find. Verification is everything. Richard X Bove and I got to the same conclusions via different ways and as such I wonder why others were never on that page. Why was the media not all over this? They were so ready to protect Elizabeth Holmes and Sam Bankman-Fried, but this they didn’t see? Ask yourself that question and wonder what else they got wrong and more importantly why did they get that wrong. You might come to some conclusions that will scare you. Mainly because you all worked towards your retirement, but how many funds saw the golden future that the dollar bonds brought? When that falls flat your retirement will be gone and there is no coming back from that. I think that a few banks in America, as well as Credit Suisse Group AG (now part of UBS), isn’t it interesting that none of them were properly investigated by the media? They all gave the same story, but no one looked into how many dollar bonds these banks had. It might be nothing, but I doubt it. You see, Credit Suisse was handed a $54 billion lifeline. The fact that ANY bank needed THAT MUCH money was never properly investigated and it wasn’t just them. We see all the claims, but to need a 54 billion lifeline implies that that piece of rope is made from weaved platinum threads with diamonds. When did you ever need a lifeline like that?

And these places all matters, because that is to some extent the impact that the dollar pushed for, at least that is how I personally see it. There will be plenty of people stating that I am wrong, but after 4 years I have been proven correct too many times. Let them come up with verifiable data and clear sources to prove me wrong. I dare them.

Enjoy the day, my Wednesday just started.

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January 23, 2024 · 22:17

Spy Games

The first thought I had. An excellent movie with Brad Pitt and Robert Redford, yet what would you think when I told you it is now the BBC who engages this scenario? In comes the BBC (at https://www.bbc.co.uk/news/world-middle-east-67945137) giving us ‘UAE has funded political assassinations in Yemen, BBC finds’. Finds? Found how? Is my initial feeling. I am not stating that the UAE is innocent, I cannot prove that, but can the BBC prove it? So here we get “Counter-terrorism training provided by American mercenaries to Emirati officers in Yemen has been used to train locals who can work under a lower profile – sparking a major uptick in political assassinations, a whistleblower told BBC Arabic Investigations.” So what mercenaries? Not stating that this wasn’t happening, but the question becomes who and to what degree. You see, the presumption linked to “sparking a major uptick in political assassinations” is nothing more than speculation and who is that whistleblower? This first stage has two speculations absent of evidence and all this is linked to American mercenaries? Not the best or most credible source. Wouldn’t you agree? The best we get is that mercenaries possibly trained Emirati officers in counter intelligence. That is quite the leap towards assassination. As I personally see, the better hit is done by the three drivers. Separation, Isolation and Assassination. Yet we can all agree that this isn’t always possible, yet Yemen has a better stage. Get a Houthi rifle (sniper rifle with silencer is best), pay a few kids to be ready to paint ‘traitor’ slogans on the targets house and in the early evening blow his head of and at that very precise moment get those kids to paint the slogans with the reward of cash and each a bag full of food for the family. Not much required for that, was it? 

Then we are given “The BBC has also found that despite the American mercenaries’ stated aim to eliminate the jihadist groups al-Qaeda and Islamic State (IS) in southern Yemen, in fact the UAE has gone on to recruit former al-Qaeda members for a security force it has created on the ground in Yemen to fight the Houthi rebel movement and other armed factions” in this, where is the evidence that “the UAE has gone on to recruit former al-Qaeda members”, what evidence is there? The press has very little credibility left. As I personally see it, at best, the UAE has a list of Houthi terrorists and spread a list around with ‘There people are wanted dead or alive’, the fact that alleged members of Al-Qaeda see that as a way to make money is beside the point. You see, what evidence is there to state that former members of any organisation are now part of a UAE security force? You see the issue is evidence and we aren’t seeing any. 

This goes on with “The killing spree in Yemen – more than 100 assassinations in a three-year period – is just one element of an ongoing bitter internecine conflict pitting several international powers against each other in the Middle East’s poorest country.” Now consider that the UN gives us “Over 150,000 people have been killed in Yemen, as well as estimates of more than 227,000 dead as a result of an ongoing famine and lack of healthcare facilities due to the war.” This implies that they are dealing with almost 380K kills from various reasons. So where are these 100+ assassinations? Where is the data? Where are the names? We don’t get any and in the first example I gave you, how can you see or prove that there was an assassination and not an execution by who gives a darn? We cannot get the west the acknowledge the Iran backed Houthis attacking Saudi civilian targets with drones and now they have a case of 100+ assassinations? I have some serious doubts here.

Then we see links to two other sources the BBC iPlayer (UK Only) that is not evidence, it is merely a BBC recruiting drive covered in a chocolaty spy story. Then we get more emotions and “Leaked drone footage of the first assassination mission gave me a starting point from which to investigate these mysterious killings. It was dated December 2015 and was traced to members of a private US security company called Spear Operations Group”, so who leaked the drone footage? Has the drone footage been verified as authentic? And suddenly out of the shrubberies comes the Spear Operations Group, so who are they? Apparently a Delaware outfit. And the source gives us a meeting in London 2020. Not dripping in any level of evidence. The other scenario is that a former Navy seal told a BBC person a spy story and he got paid for this. There is no verification on ANY level. There is a photo (anyones guess if that is a real person) with “He refused to talk about anyone who was on the “kill list” provided to Spear by the UAE – other than the target of their first mission: Ansaf Mayo, a Yemeni MP who is the leader of Islah in the southern port city of Aden”, so we will not get any facts, other then the mention that Ansaf Mayo was a target. All the news started spreading these tales 8 hours ago. In a few cases a few hours before the BBC told their story. I have some serious doubts. So who was Ansaf Mayo? The BBC article gives us nothing apart from the fact that he was an MP, so why was he killed? What evidence is there that he was assassinated? What evidence is there that who did that to this person? The list of doubts go up and it all reflects on a simple Spy game story, nowhere near good enough to be the stamped with ‘Approved by John le Carré’. Last we get to ‘investigators from the human rights group Reprieve’ with the text “They investigated 160 killings carried out in Yemen between 2015 and 2018. They said the majority happened from 2016 and only 23 of the 160 people killed had links to terrorism”, so where is their top line data? Consider that that areas had a rather large slice of 380K deaths (this list is a subset of that number) and a group with little to no visibility for the longest of time has any data on 160 people and only 23 had links to terrorism? More questions, especially as too many parties (including the UN) have been silent on Houthi terrorism, they blatantly kept silent to smear the Kingdom of Saudi Arabia and this has been going on for years. The list goes on and on and this is the latest approach, now against the UAE. So what gives? The west angry that the UAE joined BRICS? They angry that the UAE is giving too much options to China? Your guess is as good as mine. I have no idea. I am merely questioning the validity of what the BBC is claiming here. I have my own version of these events, which I will not state, because it is pure speculation, I have no facts to support my version and I think that I have that in common with the BBC, we did not get to see any real evidence. Consider that if any of these sources were Iranian, or Iranian sympathisers the entire article collapses like a house of cards. 

Consider that as you start this Tuesday and I am about to enter Wednesday. A simple spy game story that isn’t worthy to sit on any shelf next to spy story masters like Le Carre, Ignatius, Herron, Greene or Deighton. It was a simple setting and I am rejecting what the BBC is telling us on the simple stage of missing evidence, missing verification and missing top line data in a stage where over 380,000 people were killed, finding 650 people (including children) that were assumed to be assassinated is extremely easy, the evidence was everything here and the BBC didn’t give us any.

Have fun today and that red dot on your chest? Pure imagination.

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January 23, 2024 · 00:07

First the giggles, then the howls

Yup, it all started late last night when I was alerted to an article (at https://www.defenseone.com/ideas/2024/01/how-china-winning-middle-east/393483/) where we see ‘How China is winning the Middle East’. It is here that we are given “China is working to present itself as a responsible alternative to the U.S. in the Middle East, just as many are questioning Washington’s long-term commitment to the region”, the article was originally from January 19th 2024. Now consider that on September 9th 2021 I wrote ‘Lemon of the Century’ (at https://lawlordtobe.com/2021/09/09/lemon-of-the-century/), so I mentioned that danger over 2 years ago and it started happening a year later (alas, not my involvement) I initially wrote “I made a case to sell (as a corporate individual) to sell the Kingdom of Saudi Arabia either the British BAE Typhoon, or the somewhat better match the Chinese Chengdu J-20. Now, this is not on principles, but the US making Saudi embargo after embargo, all whilst it is mere puppet play and there was no direct need to stop the sales, especially as the Kingdom of Saudi Arabia was under direct attack by Houthi forces directly sponsored from Iran and the people were eager to ignore that fact. So there I was taking a stab at a 3.75% sales commission, and in light of a $11,000,000,000 sales ticket could bank me $412,500,000 over a few years. Now, I know, am I greed driven? Nope! But I am not walking away from such a massive mealticket!” As such it took defense one well over two years to see the dangers I saw clearly coming then. How laughable is that? What are these American three letter organisations doing? This wasn’t a surprise, this was clearly in view. 

So now we see “China’s narrative in this effort is one of not just opportunity for Middle Eastern states, but constant subtle or overt comparison between U.S. and Chinese goals in the region.” Say what? This was in clear view and I made several mentions in the last two years alone. So whilst you giggle on that consider that I am now calling the match Me (myself and I) versus DARPA a win with the final score being 6-0. I just realised that around three years ago I designed a stealth solution to sink the Iranian fleet (cost around $750K per vessel) yet I suddenly remembered that solution (I keep on designing other stuff) and the principles of Archimedes apply globally, as such they should have no problem with Russian vessels either. Not bad for a person that some see as a loser (well they do), but in the end it is creativity that wins innovation, it wins IP on a much larger scale and in support of that it could win a war too. If you doubt that, consider that “the basic idea of radar had its origins in the classical experiments on electromagnetic radiation conducted by German physicist Heinrich Hertz during the late 1880s.” So the Germans did not see the applications and they could have had an entire war advantage half a century long. In the end it was Watson Watt, Wilkins, and Bowen that turned it into something functional and that gave them the edge somewhere between 1930 and 1940. The application of my solutions are reimagined solutions of something that was out in the field. OK, my idea to melt down nuclear reactors came from a snow globe, so that is one that is all mine. 

When you consider that and the fact that I am calling a 6 point sore on DARPA you might howl with laughter and that is fine. But consider that I kept a lot on my blog. There is a timeline and DARPA has nothing to put against that and now we see that Defense One makes mention of a ‘danger’ all whilst I made clear mention of that well over two years ago. That is what it means to be asleep at the wheel. And I am not innocent of that either. You see I made mention of an idea some time ago and I just realised that it could be applied to the series Engonos (season 2 or 3) but I forgot about the idea (another reason to keep a blog). Now as it resurfaced in my mind I also realise that as I am concentrating on another script (How to assassinate a politician for Al Saudiya) that I am new to that. As such all writers (not just me) seem to think in active terms. There are four parts in any script (no technical reference), they are active, reactive and both can be endotherm or exotherm. Implying that from within or from outside sources. That was the part that as a storywriter you take notice on, but in writing a script that setting goes different. As such I suddenly remembered Ate, daughter of Eris and suddenly other ideas come flowing in, OK, some based on ideas my mind had created, but I never considered it as the entire setting of Engonos was not on my mind. That came well over a year later. 

You might wonder what one has to do with the other. Well, creativity goes in several directions and it was creativity in data that gave me the view of China becoming a much larger provider of Middle Eastern defence structures. It seems that Defense One only caught on a week ago. Now, that doesn’t make me ‘more’ correct, but when you see the settings how it was THEN, most people with BI insights would get similar conclusions. I did my ships engineering in the 70’s. Those principles gave me the idea for the stealth solution I designed decades later. Education matters, it might not matter now, but it allows the creative mind to see additional solutions, solutions that do not even exist when the thoughts were created. That is true innovation and that leads to larger advantages in any field. That is what some fat cats forgot about and as the stations are brought to bear they will all cry that it was unfair, but the reality was that they slept on. Only 20 hours ago the Business Standard treated us to ‘The online ad cookie is crumbling as Google Chrome secures privacy’ whilst another source gives us “Advertisers aren’t willing to pay as much for random internet users, so every time the page loads for a cookie-less Chrome user, it’s bringing in less money than it might have before.” The problem with these trains of thoughts was that I saw the announcement AT Google well before the first Covid shutdown, so it has been a while, so these people never prepared. How silly is that? Howlingly laughing silly. And that is where we see the stage. We giggle on some news, we howl at news and clams and we lose our shit laughing when we see that the non prepared mind should have known better and they all connect. Because change forces us to become creative, in two cases that wasn’t done. So whilst some may sneer and laugh at my claims, I put my claims out in the open on a blog and I did it 2 years earlier. The snow globe solution is there too, not sure how much I put online on the stealth vessel sinking solution (oh, SVSS sounds cool) but there you have it, we cannot anticipate everything. But I do like the idea that my idea could be applied to Russian vessels as well, as such, DARPA eat your heart out.

Have a lovely Monday. Tuesday started just now here.

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January 8, 2024 · 14:01

One side of business

I have had some questions thrown at me, some very nasty ones. You see, there is a massive difference between me and Americans. They are all about “What gives me the best deal” because it is one and optionally valid path to take. I do not believe in that path. You see I have always and forever been about “What shows me to be the best return on investment” and I believe it is the best path to take in this day and age. Would I refuse a decent offer by Amazon (either Jeff Bezos or Andy Jassy)? No, of course not. I would have some reservations, but that is OK. For that same setting I would accept a decent offer by Sergei Brin or Sundar Pichai (if they pass the qualifying question). To be a good source towards THEIR return on investment matters. OK, in case of Google there are a few other issues, but for the most it should be fine. Microsoft is out and they are pretty much done for but I will return to that part shortly.

So why UAE?
It is merely one place and there are two players Emaar Properties (Mohamed Alabbar) and DAMAC properties (Hussain Sajwani), both multibillionaires and both on the top of their field. In this (as reported yesterday) Emaar could see an additional growth of what I speculated was “an additional stage that would bring more than Dh680 million.” This is not a massive growth, this would be the impact if my solution brought a mere 1% to that table. Anything more and it becomes a serious amount of money. We can posture and speculate on how much more and you can do that all you like. It matters not. What matters is that these two gentleman see what I can bring to the table. IP with global implications. The fact that it will be registered and tested in Dubai first is merely one way to look at it. The registration gives them a 25 years advantage and that is what matters. It opens doors for players like Huawei to get additional traction in an area they never considered before and all because American players stayed asleep. And that is merely the beginning. The moment I prove one side, the other doors will open and they have several parts to grow in. Even now, only last night did I consider another path for one of my IP parts. This will merely be an innovation patent but it gives the implementors time. Time that places like America no longer have. We see all the news on ‘growing consumer confidence’ but it is like yapping to reeds. You see America is down 33,000 billion dollars. The interest impact will slow them down more and more and in this Microsoft is starting to wage a losing presentation war. Even now (actually a few hours ago) we were shown “If Windows continues to shed market share, it could hurt other parts of the business and the company’s efforts to monetise AI.” Is this a surprise? I predicted this BEFORE June 24th 2023 when I wrote ‘Path of a slippery slope’ (at https://lawlordtobe.com/2023/06/24/path-of-a-slippery-slope/) As such I saw this well over 6 months ago. That list goes on for while and whilst we are all about the presentation in the end results are what matters and It seems that the tycoons of the UAE have figured that out. In addition the woke and impassible setting in America will hinder these larger companies in several ways. So you tell me when these two tycoons get a technology advantage, one that could have opportunities on a global setting. What do you think they will do? And that is merely a first step. We all know the first step is the hardest, but anything after that becomes a lot easier when you show that there is a return on investment. They would never hesitate to pay me 12.5% on this setting (with an annual bonus of course on achieved sales) and when it shows to be more than 1% the equation drastically changes for them. That is the win for them (and me of course) and in all this America no longer mattered. They are losing too much money. Presentation firms are staging ‘presented success’ all whilst we can see that Microsoft lost their marketshare 5 times over and now someone else is seeing that they are shedding market share in their office and OS environment a place they never worried about before. Suddenly that 100 billion for gaming becomes an anchor around their necks and they will have little or no winnings to show for that for some time to come. They can present all they want but Tencent Is about to launch its own solutions and they stand to gain well over 50 million gamers. And well before phase two is completed they stand to get within 2 years what Microsoft required to get in 81 months (58 million units) that is what America is about to face. The sure thing of presenting consumers confidence all whilst these consumers see new shores and all these shores aren’t American firms. They are other shores and the only one who has a chance at present is Amazon (Google walked away from that). It is merely one side of business but it is a side America ignored all for the need of ego and presentations. As such as the stage goes on at present my prediction for December 2026 is still on the table, but now there is additional IP and none if it is going to Microsoft, they lose out yet again. How much longer until America is getting the gist that the party is over and the wrong people are making the decisions. 

In all this nothing is new, yet for me it remains to be a return on investment, a lesson greed driven America hasn’t figured out yet and that works for Huawei who is implementing cloud centres in riyadh and I reckon in the UAE soon enough as well. Another marketshare lost to America. In this the BRICS members have an advantage in all this and it is my believe that China will prosper massively here too. 

So enjoy your day and consider what side of business is passing you by. It might be trivial, yet in that ask yourself the other question. What gives you long term gains. You see long term implies (not proves) that the other player will be ready to commit to what YOU bring to THEIR table. It does not revolve around ‘Cash is King’ but in this day and age commitment is everything.

Enjoy

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January 3, 2024 · 21:40

A strange evolving setting

I saw the article last night (really really early this morning) and it gave me something to think about. The article (at https://www.deccanherald.com/business/economy/with-russian-oil-imports-falling-india-turns-to-saudi-arabia-2832708) comes from Deccan Herald. I do not know them, but it is an Indian paper. The west doesn’t seem to have this. So lets look at what is weird. 

It starts with “at least five cargoes of the sweet Sokol variant heading to other locations, data from vessel tracking agencies showed.” Then there is “China appears to be the final solution for some cargoes” so whilst we see that imports of Saudi oil, rose by about 4 per cent, Russian oil declined by 22%, the numbers do not add up. I personally believe that Russia is in more trouble then they are letting on. I personally believe that a chunk of that oil is going to Iran to pay for drones. Iran might have oil, but it is embargoed, Russian oil is not and they can make transfer sales and fill their coffers up that way. Now, all this needs to be taken lightly, because there is only one source and I am speculating of that. Consider the deal Russian suppliers had with India. Also consider that by late July 2023, Iran had sent at least 400 Shahed and Mohajer series drones to Russia. That is close to $20 million, per $60 a barrel that is a whole lot of oil and the fact that India is getting less implies (implies is not a fact) that Russia has more than one issue at present. The Shahed drones are running out, more are needed and Russia (through several sources) are lacking in capabilities to get their own drones to the front. This all adds up that Russia has increasing issues to maintain their battlefronts, to maintain their Russian oil supplies and to maintain their manufacturing facilities. Napoleon lost with a lot less problems.

So whilst Saudi Arabia is seeing more revenue from their oil stocks, the question is how long that happens. It is not on Saudi Arabia, but once it is shown that Russia is lacking in a few ways the larger station comes that Russia will be fighting internal and external wars. 

So how right am I?
That remains the larger question. If any of the presented facts through sources is wrong, the entire domino wall comes tumbling down. None of this could be verified and the fact that only the Deccan Herald had this is also a point for debate. There are differences between the data of Kpler and Vortexa and that is fine. But the stage where Russia is delivering 22% less whilst there are implied reasons and none of this backed up by facts, together with the one mention of China with “China appears to be the final solution for some cargoes” makes me think that there is more going on and somehow someone paid for all those drones, Iran doesn’t give these toys away. 

So there is a stage where merely some of it could be right, but which part? 

In addition to Yesterday
Yesterday I talked about tourism. What I failed to mention is that there was data on the UAE. Reuters gave it 4 days ago (at https://www.reuters.com/world/middle-east/uaes-abu-dhabi-sees-non-oil-gdp-growth-77-q3-2023-statement-2023-12-29/), I missed it.  There we see ‘UAE’s Abu Dhabi sees non-oil GDP growth of 7.7% in Q3 2023 -statement’. This is huge and it is non-oil growth. Now, this is not merely tourism, this is on more sides, but tourism will be taking a chunk of this. Poland with 1.4% growth is the biggest in the EU last year. This implies that the United Arab Emirates outperformed all EU nations by well over 500%. That is massive. Now, comparing GDP’s is unbalanced and incorrect, I get that. However, these settings imply that tourism in the US and EU are taking a serious dive in 2024. We can debate that this is merely a hiccup, or that it is nothing, a mere blip on the radar. But in light of their faltering GDP and places like Greece, Spain, Italy, London, Paris, New York and Florida need tourism these blips could have severe impacts in these places. If continued there is every chance that Saudi Arabia and the United Arab Emirates will get access to $25-$30 billion and other places do not. Do you still think it is a little hiccup? Even when we see “Florida visitors contributed $101.9 billion to Florida’s economy and supported over 1.7 million Florida jobs (2021)” now consider that to be 5% less. How many jobs will go south? The European nations cannot even consider losing that much, it would be like the impact of Greek tourism (2002-2008) but now over three nations. That impact will be seen. 

So how accurate is this?
It is not. The reported numbers from Saudi Arabia and the UAE are, but how it affects others is not directly seen and can only be speculated on. What is clear that money spend there will not be spend anywhere else and that implies well over 25 billion lost to other places. How much each is impacted remains a guess. 

So enjoy the day and consider that special deals this summer will be all over Europe and America, so you might get a decently prized vacation this year.

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December 30, 2023 · 12:01

Almost circular

Yup, we get that expression again, we are almost done with another trip around the sun. I am not sure where it comes from. I think I heard it first on Facebook, but that is no indication of origin. So at the end of the year a few things hit me. I want to give them all up here, but in this case I have handed them over to Tencent Holdings Ltd. first. Lets see if they are more awake then Google and Amazon. You see, there is a hiatus appearing and that is not a good thing (not a bad thing either), it merely is and I recognise that. Yet the hiatus was discovered by little me when I was getting to know a program called Final Draft (v12). I am putting in one of my Scripts for Al Saudiya and I got well over 30% done in less then a total time of 24 hours. As I was progressing through the parts (ACT4 in particular) things started to appear before me. Thoughts that I had not had whilst writing the story by itself. Now, this makes sense. Final Draft is a specific solution for a specific audience. Yet what appeared to me more clearly (part of it was already visible, which was why I selected that tool to learn) Is that there is an offset to ‘immediately’ register it with SAG-AFTRA. It set a new station. You see, not only can (what some call) do a Reese Whiterspoon on all this. There is a growing need for a cloud solution and set up a global protection umbrella for scripts. Consider that until a few years ago Hollywood had to deal with 35,000 scripts a year. 350 are made into movies. It is a simple cram of the crop equation. Now consider this same setting but with additional streaming, TV, Nollywood, Bollywood, Scandinavia and so on. We now get closer to more than 100,000 scripts. So how to prevent ‘cross-pollination’? The only real option is to have a cloud solution that registers all what you write into the cloud. It could register as evidence that your IP was invaded upon. But to do that your IP needs to be registered. I think Final Draft, Inc. is already thinking and moving into that direction. Now that Final Draft is pushing towards ‘Writing for Youtube? We’ve got you covered!’ The stage moves even further. You see YouTube is ‘stating’ that there are 38,000,000 active Vloggers. If only 10% is upping their game with Final draft, Final Draft will suddenly need a much larger support system and an optional global one. That was what I was banking on (initially) but I didn’t see the YouTube part, which is of course a nice escalation in my favour. 

In that setting Final Draft needs a support system that can take care of that much more users. They would need two parts. The first is a support system like only NICE CX One can deliver and they need to consider globalisation. If only to set an optional 24:7 setting. That gives them USA, optionally UAE (Abu Dhabi, as Dubai might be too expensive). Somewhere in India and on the east side of China. They now have an overlap in 4 stages, meaning if one has technical difficulties the left and right side of that team can carry the load for a few hours each. China makes more sense then Japan, because the Chinese entertainment industry will get a massive influx in 1-2 years. UAE has more options than Saudi Arabia, but the Arabian entertainment is also due a larger growth. Saudi Arabia is already setting its mind on sports, meaning that streaming is closely followed, hence my Al Saudiya move. 

And they can also support Nollywood. As such, as demand grows Final Draft is about to grow to new heights. And their cloud move makes sense. It is a logical next step to allow their customers chose to select the cloud or keep it local. So as we are about to make another trip around the sun, we need to see that Final Draft was ahead of a lot of people and the one niche that Microsoft ignored for close to 20 years is about to be lost to them. No worries, Google was asleep at the helm as well. Another setting they never saw coming and where was Amazon? I cannot tell, because none of this was on their ship, but if they align with Final Draft on that cloud solution, optionally with NICE, the game changes a little more and both streams will be lost on Microsoft. I predicted a lot of this, not this one, but that implies that Microsoft in the end losses a lot more than before and that is also the new setting. Millions now needing a non-Microsoft solution, how weird this year ends. Not to put to fine a point on this but I am loving this.

Enjoy this day before the end of the year.

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December 22, 2023 · 23:44

Collected work

This is what we see at times, we see several cogs, we see that there is a connection, but we cannot see, or comprehend the connection. I am no different. I miss things at times. I am not smarter than you all (merely smarter then some). 

As such we see news, but can we see the connections? I started it yesterday with the phrase “it is a place where the bullies and the woke decide on the fate of others, regardless on what the others want” now we get a few settings, all at the same time. The first is ‘Trump caught on tape pressuring Wayne County officials not to certify election’ (at https://www.independent.co.uk/news/world/americas/us-politics/rudy-giuliani-bankruptcy-new-york-election-b2468135.html) There we are also given “Rudy Giuliani, filing for bankruptcy after being ordered to pay $148m in damages to two Georgia election workers he defamed” You see, this is weird, especially when we see ““No person could have reasonably believed that Mayor Rudy Giuliani would be able to pay such a high punitive amount,” spokesperson Ted Goodman said.”. Rudy is a politician, a lawyer and Mayor of New York from 1994 to 2001, as such, how many defamation cases did the city of New York face between 1994 and 2001? Did any media look into that? Was there any way out of this? The more you look into the matter, the worse it gets, the less the media seems to check, the less politicians seem to do in equal measure (example Zelensky and false yacht rumours). 

Now we see, through ABC (at https://abcnews.go.com/US/fbi-surge-threats-colorado-justices-ruled-trump-primary/story?id=105855615) ‘FBI looking into surge in threats against Colorado justices who ruled Trump can’t be on primary ballot’ it is here that the bullies are shown in force and the insurrection on January 8th 2021 shows just how much problems America has. The bullies are seemingly taking over. In all this they have a larger problem. If this isn’t stopped now, it goes out of control fast. When supreme court judges are swamped with threats, the problem is now starting to look largely out of control and it gets to be worse. On one side we see that 16 states are moving papers to remove Trump from the ballots, and even if that happens, when the primary starts and whomever gets that part decides to put Trump on the ballot America faces another danger. When his ‘friends’ are given leeway and convictions overturned or removed the danger of chaos increases by a lot. If the FBI remains incapable of stopping insurrections and prosecuting bullies the chaos starts in another direction. No matter how that goes, American business will take a massive dive in revenue and that gives America another turn of bad luck and it already has several bad turns to deal with. So whomever (especially Americans) think that I am full of wind and this will never happen ready up on what is going on. The fact that the two media cases on disinformation (Giuliani and Jones) still have no end in sight, the victims are deprived of all funds coming to them and now that Jones is on X and has (according to some) 800,000 followers you should see just how bad things could get. But there is an upside (possible) the amount of nations that will take in Americans is vanishing faster than snowflakes in a heated oven.  In all this America has prized themselves out of many markets, and as such the largest danger becomes will America implode and become a haven of dangers. Some state that the US economy is growing less than ‘predicted’, but it is worse than that. France has gained defence contracts that America was hoping for, so that is $8 billion less. China is gaining more projects in construction, defense, telecom and infrastructure. So they are up more billions and America loses additional billions. So what was not clear here? This has been going on since 2020 and the media was taping over these issues with flammable content. In this the EU is not out of the woods either, more issues are rising and when we add the ‘free Palestine’ and ‘Just stop oil’ cults all over the EU, the picture becomes slightly more complete. They are seemingly heading towards an equally bad place. So feel free to disagree, but the writing is on the wall, on the web and on the Walkman. You merely have to look on what is real and fake and that is another matter that needs attention. Media is too much about fake news. The BBC gives us that a former US Marine (now living in Russia) was allegedly behind the story that Volodymyr Zelensky bought two yachts. Not only was the news false, at least one ship is still for sale. I do not care, but fake news has impact. It seems that members of the US Congress making crucial decisions about military spending were repeating the accusation. Apart from the stupidity that members of US congress have on not vetting information. According to the BBC Tom Tillis, a Republican Senator is one of those less-intelligent people. 

All these matters are important as they connect to a dislodged population and a very dislodged administration (Congress). As such the collected works of bullies and false prophets are now in full swing all over America and I am not sure if the FBI and CIA are equipped to deal with it. The CIA because not only is this a former marine, he is setting the stage from Russia no less and it is impacting US politics and policies. The bullies threatening Colorado judges are getting away with it and the FBI seems unable to deal with this at present. So I think I made my case. There is a stage with collected works and the are diverting the light, the cameras and are giving the limelight to fake news, that is how I see it.

Enjoy the day, the Saturday before Christmas is now 20 minutes away.

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December 22, 2023 · 02:52

In titles

It is a setting we do not see, some of us will never see it. That is not on us, it is not some flaw. We look ahead, we never ever look in a mirror at ourselves whilst acting. As such we will only ever know what we look like through the eyes of others. This is how it is. It remains simple.

We see events, we see some as acts against us, we see some as acts against those who act against us. It is not simple, but it tends to be straightforward. In America a weird setting is going on. It is depriving America to be America and its land to be land of the Americans. We can blame so many people but that is the blame game. We can act against actions seen and perceived, but is that the right action? Consider that one state alone, the state of Colorado has now said that Trump can no longer be on the ballot for the primary citing the insurrection of January 6th as a reason and it was not unanimous. Now we see “Lawyers for Donald Trump on Wednesday urged the US supreme court to reject a request from the special counsel to expeditiously decide whether he was immune from prosecution over his efforts to overturn the 2020 election results, contending prosecutors lacked standing to bring the petition.” Lets look at the simple setting. “whether he was immune from prosecution over his efforts to overturn the 2020 election results” Is that an admission of guilt? We have two distinct settings here. The first is the inability to prosecute all parties to the United States Capitol attack on January 6th 2021, now almost 3 years ago. American law failed on several levels. Now we see “The papers filed by Trump’s lawyers in essence amounted to an attempt to refreeze the case – and indefinitely delay the March 2024 trial date – after prosecutors sought to bypass the potentially lengthy appeals process by directly asking the nation’s highest court to resolve the matter.” As I personally see it, should the Trump legal team pull this off, it will not be a victory. It will be the first clear sign that America is out there to protect bullies and criminals above all else. It will impact American lives for the largest setting. Their allies will stop being allies, corporations will start moving away from the US because the setting has changed and in other settings will we see that others will take a chance on BRICS and its members to give them a fair shake. 

America has taken ‘Innocent until proven guilty’ to new directions and in new settings. It is not some setting I can prove, but I see that many others feel the same way. America is no longer the dream we pursue, it is a place where the bullies and the woke decide on the fate of others, regardless on what the others want. A new form of Shanghai recruitment a naval activity going back to the 1850’s is now in a new setting. For some to take what they want, not what they are entitled to. It changes the game and when corporations start feeling that impact, they will all leave and then what will the big boys do? When these engineers feel that they are no longer treated fairly places like IBM and Google will need to set up new headquarters, one that is nowhere near America. Yet in that same setting what law will they rely on? That is not an easy question to answer. Because when America crashes, Japan will follow soon, no more than 3 years behind America and that takes a whole range of stages in new directions but the larger stage which would be the past tense of America will see places like Amazon, Apple, Google and IBM to save whatever they can, because the simple truth is that without its engineers, training and service solutions these firms will not get anywhere soon and that opens up new players and all of them non-American players. A stage we would not have deemed realistic before Trump started to mess things up. We see (with laughter) that the American Qanon Shaman now reels against Matt Gaetz, but that is merely the beginning. When these people don’t get ‘their’ promised land chaos will come a lot faster. Even now we see threats against judges in Colorado because they upheld the law. 

This is (as I personally see it) getting bed fast and it will get worse soon after that. Stages in motion, motion through the momentum that cannot be controlled and control though laws that are faltering. It seems a simple line, but it is not that simple and the levels of interactions on multiple levels make for what I would see as escalation towards levels of worse. It is not scientific, but it is my view.  So when we go from one view to another view we see the self destructive path that America is on. It is not an accusation, it is an observation. You see, some see suicide as a right, not because it is a right perse, but anyone is entitled to be stupid. And stupid acts tend to end badly. The stage of all this was seen before 2018 when Jamal Khashoggi went missing. The continuation of ignoring basic facts, the stage of evidence to be replaced by the CIA setting of ‘highly likely’ as evidence, which it never was. And as one stage was replaced by another stage we see more and more presumptions, more emotions and lacking more and more facts. The media is largely to blame for all this and as they delved into the world of digital dollars we saw less facts and more emotions. All these events are connected but not linked. It is my personal view that certain people rely on stakeholders to path the way as they do with corporations and policy makers, but now the impact is larger and these stakeholders are getting in each others way. For them it is ego and the money they gain, but in that setting America has been losing more and more and now they rely on less intelligent administrations to claim their goals and bonuses and that is where the train goes off the rails. It is my view and it might be a flawed one. Yet in all this consider that I saw certain military changes to come in late 2020 and these changes are now upon us. It is not the strongest part, but the clearest one as America is down 20 billion in revenue. So how do you think infrastructures are paid for? That and a debt of 31 trillion makes for a really bad setting. Then they upset their wealthiest allies and let China walk in and capture more and more of that revenue. So how will this end? Well, I do not believe it will take much longer for the beginning of the end to come out, but as the ties between China and BRICS become stronger, Europe needs to make choices and they are on their own side, not on the side of anyone else. All this is happening at the same time in many places and I believe that this is due to stakeholders, although I am not sure how they are doing this, I feel that they are gaining terrain at the expense of everyone else. All due to the fact that cash was king and the law fell short. 

I might be completely wrong but that is how I am seeing this.

Enjoy the day, it is Friday here.

 

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