Tag Archives: China

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.

Leave a comment

Filed under Finance, Media, Military, Tourism

Tagged as , , , , , , , , , , , , , , , , , , ,

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.

1 Comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , ,

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.

Leave a comment

Filed under Finance, Law, Media, Politics

Tagged as , , , , , , , , , , , , , , ,

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.

 

Leave a comment

Filed under Finance, Law, Media

Tagged as , , , , , , , , , , , , , ,

December 15, 2023 · 20:28

As roles unfold

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

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

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

Enjoy the day.

Leave a comment

Filed under Finance, Military, Politics

Tagged as , , , , , , , , , ,

December 14, 2023 · 19:52

Our menu: Delusional stew for all.

Yup, a meal that is free of charge, but that is how it feels to me (and I am hungry). This has started some time ago for me and the blablabla is nice, but it distracts me. On the up hand I came up with the pilot of yet another TV series, but I have enough at present. You see, what set me off today (off being a big word), was ‘No ‘phase-out’, but Dubai deal puts oil and gas sector on notice’ (at https://www.climatechangenews.com/2023/12/13/no-phase-out-but-dubai-deal-puts-oil-and-gas-sector-on-notice/), you think it is delusional, think again. We are also given “The “UAE consensus” did not go so far as to call for a “phase-out” as more than a hundred countries wanted. It settled on “transitioning away from fossil fuels in energy systems”.” You want to see how delusional this is? Lets take a look. In the first OPEC removes their delivery by 1,000,000 barrels of oil per day, they keep on producing for China, but the West (USA, Canada, UK, EU) get that less per day, this is not phasing out, but it is moving that way. Now consider that impact

USA 450,000 bpd less, Canada 100,000, United Kingdom 100,000 an the EU loses 350,00 bpd. I give it less than 60 days before all hell breaks lose. Brent will export less than 5% as all goes to America and with that change America collapses broke in 60 days, Canada will lose most of its shit, UK will become too expensive to live and the EU breaks down on its own issues. 60 days is all that is required for chaos to unfold in the west. That is what you are celebrating, aren’t you?

I am not against diminishing oil, but at present it isn’t realistic. Alternative solutions were stopped for the longest of times and the funny part here, when that comes back the crows will shout All hail Musk. That is the reality. You see, the internet without powers is not a nice thing and that makes the Musk solution the only internet on the planet. With that much less oil fuel prices will double and with proper isolation (example London), the people will freeze to death. I am game for all that, are you?

You see, the second part is “One delegation not joining in the ovation was Saudi Arabia. Oil-exporting states fought hard against the phase-out language that appeared in earlier drafts.” This makes sense, but what does not is that EVERYONE steered clear from the noise by Brent crude oil, the one American supplier to hundreds of nations and that stops soon after the limitations are reached. And with that all on the table you see that Crude becomes nationalistic and the rest suffers and drowns (or chokes) on a lack of oil.

All these people, all collectively talking on what needs to be done and nothing is being done. I saw it before COP26 and with the animosity against Elon Musk, the one solution holder this merely goes from bad to worse. I reckon that he has his solutions in place in has house and that people like Bill Gates have similar solutions in place. As such when this goes south really far, we have America and about 2000 houses with power. The rest? I think it was the Roman senate who said in unity ‘fuck the poor’ and that will be a simple repetition. 

As such when we get to “Samoa complained they were not yet in the room when the deal was adopted. Small island states had pleaded for a rapid fossil fuel phase-out to hold global warming to 1.5C, seen as critical for their survival.” Their is your first example of the world screwing over the poor. So why were they not in the room? Anyone? Anyone? 

I already stated that this point would be broken at the end of COP26, and so far my numbers hold up (partial coincidence) and that larger stage is merely fuelled by the joke that we see is presented now. Phasing out oil sounds nice, but the four players mentioned earlier cannot see the reality of that ever happening, on the upside, when America collapses, all the eyes will suddenly look at Brent oil for the first time and wonder what will happen there, because a collapsed America implies that Brent will have to export nearly all its oil making life in the USA a lot harsher. The only thing I found was by Reuters giving us “Brent crude futures edged back down towards $97 a barrel on Tuesday because (whatever reason) after two days of back-to-back speeches by world leaders, the COP28 climate” You don’t think Brent has its extensions and override policies in place? That is the reality of things and board of directors tend to be greed driven, so that was easily seen. 

A stage that has a restaurant, it serves a delusional menu. It is free and you can have as much as you like.

That is what is happening and when the world settles bak in 2-3 weeks the issues start arriving on how impossible these goals really are. I reckon the ‘depending’ media already have speakers in place for that event.

Enjoy your day. 

Leave a comment

Filed under Finance, Media, Politics, Science

Tagged as , , , , , , , , , , , , , ,

November 26, 2023 · 20:43

Collapsed Intelligence Agency

Yup, this is about the CIA, unlike the No Such Agency, this one does exist. Now, I do not now, or never ever worked for them. As such I am not in the know. All those people claiming to be in the know from an anonymous source tend to be bullshitting you and I have no such intent. 

This all started when I got my fingers on this from an educational place called Imprimis (at https://imprimis.hillsdale.edu/why-the-cia-no-longer-works-and-how-to-fix-it/) the article comes to us by way of Charles S. Faddis. 

It is an interesting read and it focusses on bureaucratisation and politicisation (zzzzzz’s fixed). The first part gives us “Now it is run by people who look for ops with no possible downside and, therefore, no particular upside either.” And the second part is “The CIA has proved unable to put a source inside a Chinese bio lab, within the leadership structure of the Taliban, or next to Vladimir Putin. Those kinds of operations require the willingness to take risks and the ability to manage those risks. We no longer have either”

I cannot disagree with this, but I feel it is too shallow. The first quote makes sense, but there is a larger station. The CIA needs a strong political branch and that one is missing. Most politicians are looking for their own gravy train, the CIA ain’t it. The second part requires resources and as China is closing the borders and Chinese Americans aren’t lining up for a tour that gets their Chinese family members pushed towards vacation park Qincheng, people aren’t willing to line up. Resources are close to all but gone. Now there is every chance that I am wrong, but I feel that I am hitting the nail close to the edge.

The second part gives us “No military relief force was sent by the Obama administration.” This sounds nice, but what is the logistic trail before the president orders actions? That part is not given to us. The 2016 movie ‘13 Hours: The Secret Soldiers of Benghazi’ gives us most clearly that from start to finish 13 hours passed. Some time before could have given these places that there was an issue, but was there enough operational time? It is perhaps the one part missing from the movie, but the movie wasn’t about that, so I get it. My version is seen with “The CIA had given them bad intelligence”, so was it a political player or an intelligence player who screwed things up? All speculations and no supportive data. 

After that the article is all about ‘solutions’ and for me it does not hold water. In the first the CIA needs clear budgets and a nation that is broke becomes a problem, the CIA becomes the anchor no political player wants. They will not say it out loud but their actions will cripple the CIA. There is some truth in education and training but that is for actual agents to report on. There is every chance that I do not know enough. What is clear that they cannot hide behind some fake AI solution, they need proper hardware and proper data solutions. Any political push for AI instigation will cripple the CIA even further. In the end these political players will say ‘sorry, this was apparently too complex for me’ and walk away with a fat check. As I see it, the CIA needs a new way to collect data, through news, through embassies, through consulates and it can no longer be some unique setting. The US State department needs to become the friend of the alphabet groups, not having some pissing content in whomever pond they are. The very first need is quality data that has been verified, the first stage of bad intelligence is missing the correct data.

When we look at the paper we can agree on some parts, but only if we walk with blinders. You see the quote “But the fact that it took us almost ten years after 9/11 to find and kill Bin Laden should give us pause.” What we aren’t given and what the movie ‘Zero Dark Thirty’ clearly gives us is that Bin Laden was in Pakistan, an ally no less and he was in Abbottabad, a mile from the Pakistan Military Academy in Kakul and NO ONE in Pakistan saw this? When was the last time Al Qaeda was spotted in Annapolis (or walking around without a care in the world)? So how much resources did the CIA have in Pakistan? Why was an American ally unaware of all this? This was not on the CIA, one could argue that the US State department failed to a much larger degree, but the article does not bear this out (intentional typo).

Yes, the CIA has problems, but they aren’t all on them. Some are and this article does give us that, but the larger station is not on the CIA, as I personally see it, it is on Congress and it is on too many Alphabet units all doubling on things and data is a huge thing here, especially when three organisations (CIA, NSA and the US State department) need to start playing nice and create a much better data system. It is definitely one side that is draining all three.

But that is merely my views, but what do I know?

Enjoying Sunday, Monday starts in 200 minutes (for me at least).

Leave a comment

Filed under Finance, IT, Military, Politics

Tagged as , , , , , , , , , ,

November 19, 2023 · 04:03

Speculating towards something?

That is the setting, I have been keeping my eyes on Bangladesh for more than one reason. You see, Bangladesh with its 170,000,000 people represent an upcoming population that has never been considered for several retail groups, but that nation could become a more important group. China sees this, Saudi Arabia sees this and that is where the next article comes into play. The article (at https://www.eastasiaforum.org/2023/11/18/japan-brings-bangladesh-into-the-folds-of-new-security-framework/) gives us ‘Japan brings Bangladesh into the folds of new security framework’ which also gives us “Japan maintains economic partnerships with most Asian countries, particularly Bangladesh. Dhaka has received around US$25 billion in development and economic assistance from Tokyo since 1972 and around US$9.2 billion of this has been overseas development assistance.” I believe it is one truth, but not the one that matters to Japan. When America implodes, so will Japan, unless they make new friends fast. And when Japan embraces 170 million Muslims, they stand a chance to get some relief from Saudi Arabia and optionally the UAE too. That is what I am speculating is behind this move. Yes, there is a stage that Japan can use for retail purposes, but there is a larger stage. As per March, Japan is dealing with a $9.2 trillion debt. When America collapses (not if, when) Japan will lose a lot more and whatever they have banked against the dollar will fall away, as such Japan needs another path. China is not one due to historical stages, Russia is equally unavailable. As such this path seems the most intelligent one and even as it is not the best path, it might be one of the few left available to the former friends of the United States. And in continuation of this speculation, when things implode, the BRICS players would like to keep as many as larger players on their side as possible and Japan is not great, it is a huge economic player. 

So as I see it (and I could be wrong), Japan and a few others will need to realign their priorities in allies and economic sides and Japan seemingly just made their first move. I wonder when either Saudi Arabia or the UAE will set another path towards Indonesia and its 273 million citizens. This makes the setting fro BRICS a larger one, with two additional nations they get almost half a billion consumer and this is the stage that is merely in its starting place. When these two nations get the chance to become workers in Neom, optionally additional domains we get a new setting for economy and that is where Japan is banking on. It is trying to get a slice of that pie and as 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. 

Am I right? Am I wrong?
That remains the question, my speculative view comes from the data available to me, it does not make me correct, but I see it that I am more likely than not correct. A stage we all faced. I am willing to become critical of my view, slice and dice it, merge the data streams and see what I can prove through that. I am still a decent amount away from proving it all, but I feel that It is clear that Bangladesh wasn’t merely for some security framework, the larger stage is still in play. It is still fluidic but the media at large is less and less reliable. Consider the media streams that gave ANY view on this stage and then ask yourself the question why did they not make mention of it? 

Just 20 hours until my weekend is over, enjoy yours.

1 Comment

Filed under Finance, Media, Politics

Tagged as , , , , , , , , , , , , ,

November 17, 2023 · 19:09

It’s that time again

Yes, America has Thanksgiving, they have Christmas and now they have stopgap (4 times a year). You see, yesterday the news was given (at https://arab.news/vysbu) with ‘US Senate passes stopgap funding bill to avert government shutdown’ I made mention of this on October 2nd with ‘An altering stage’ (at https://lawlordtobe.com/2023/10/02/an-altering-stage/)where I gave the readers “I expected it would, but I also expect that this might go wrong in the future and the next shutdown is a mere 45 days away and US businesses are setting this new marker as the disaster moment” and I actually got it exactly right. Yes,. There was a stopgap now, but that is not a budget, as such Americans face the same dance around December 29th, just as the year ends. So when the stopgap isn’t coming through things will turn bad really really fast. Consider the thought that the bulk of approximately 2.79 million civil servants will be set out in the cold just after Christmas. As such how deeply disturbing will this become? All this because for 25 years America decided not to overhaul the tax laws. Lets be clear, this was ALWAYS going to happen, but with overhauled tax laws they would have had an additional year to get their act together, now their end of game moment comes in stages of stopgaps. All to stop the government from falling over. We might see the populist setting from others with their ‘tax the rich’ but it is a farce, a joke that has no way to go. A complete overhaul was the only option and now with BRICS and China pushing in on the little revenue they had left, they have no options now and their competitors are moving in on whatever revenue they had left. Is it doomsday speech? To some degree, but it is laced with reality. The debt of $31,000,000,000,000 is real and that interest will exceed $310,000,000,000 annual, all whilst we see articles that America is a mere 18th on the list. Yes, it is flimflam presentations. We get that Japan is in deeper waters, but not by much. We see the flimflam approach towards % or GDP, but when you look at the outstanding interest and the simple setting that 100% annual taxation in America doesn’t even cover the interest bill, the larger stage is seen that this is a decliner with no escape. And all that is before we see the impact of infrastructure bills (like paying civil servants). The stage is not a nice one, but America did this to themselves and as the rich and the large corporations become ‘transient’ out of America could be the killing nail that shows the stupidity of several administrations that refused to overhaul tax laws. And when this goes south fast, debts will implode and those owning US treasury bonds will lose whatever they thought they had. That is the nightmare scenario that is showing to become an optional reality ever 45 days from now. Until when? Until it goes wrong. 

Enjoy the day, it is Friday here now. The weekend is starting for the Pacific, the west needs to wait the better part of a day.

1 Comment

Filed under Finance, Media, Politics

Tagged as , , , , , ,

November 6, 2023 · 19:54

Problems in Pakistan?

It hit me yesterday, but I let it lie. There were a few things that bothered me. In the first there was only one source. The other sources came a little later. The other part was that I am not aware of the Tehreek-e-Jihad Pakistan (TJP). The story (at https://economictimes.indiatimes.com/news/how-to/who-is-tjp-the-group-behind-the-pakistan-air-force-base-attack-and-why-is-it-a-concern-for-pakistan/articleshow/104983146.cms). There we learn that they are a militant group linked to the Taliban, claimed responsibility for the attack. This group has been involved in acts of terrorism against security forces and has recently conducted two separate attacks on security forces in Pakistan’s Khyber Pakhtunkhwa region. 

My question becomes whether the Taliban is branching out, or is the TJP emulating the Taliban. The fact that they hit a Pakistani Airbase, Mianwali air force base to be more precise. The result was the destruction of multiple aircraft at the facility. So what is the part we see with “a relatively new militant group”? The fact that they hit an airbase is pretty interesting. So either they are really efficient, or the security of that Pakistani airbase is lacking and the western media never picked up on any of that. One source gave me that over 40 fighter planes were damaged. Considering that the JF-17 Thunder costs $25 million, the General Dynamics F-16 Fighting Falcon costs around $40 million and the Chengdu J-7 costs I do not know how much. But 40 of them will bring the damage to a cool billion. As such a relatively new militant group inflicted damage and plenty of it and the western media was no help at all. 

The issue isn’t merely the lagging security with Pakistani airforce, the larger issue is whether TJP has clear links to the Taliban and what kind of links there are. I actually do not know but the western media doesn’t give us that. I had to rely on the Times of India and two other sources, one was a newscast on YouTube. I understand that news on Kim Kardashian is so much more palatable to digital dollars. Yet the idea that an airforce base is hit and over 40 planes are damaged would be front page news in most worlds, so hat gives?

The main objective of the TJP is to wage jihad against Pakistan with the aim of establishing an Islamic state and imposing a theocratic version of sharia law similar to what the Taliban implemented in Afghanistan. So not only did America screw up Afghanistan, the Taliban is now seemingly branching out making matters worse for nearly all, optionally except Iran. All elements that would propel this to the front of any page of news. 

I know (through sources) that the base has strategic value, but I know next to nothing on the region (and very little about Pakistan). What surprises me is “Yaghistani is believed to have attended Jamia Farooqia, a prominent Deobandi seminary in Karachi. Reports suggest that he fought alongside NATO and American forces in Afghanistan until the US withdrawal in 2021.” As such we now get the idea that America trained the key person in the TJP, as such Pakistan could have a much larger problem than the Times of India indicates and the western media leaves unmentioned. But that is my view and I could be wrong here. Yet at least I stop at the parts I do not know, a part that the digital dollar hunting media is unable to do at present.

What a start of the week.

Leave a comment

Filed under Media, Military, Politics

Tagged as , , , , , , , , , , , , , ,