Tag Archives: China

August 13, 2023 · 20:56

Discrimination Legislation of America

This is not new and I have talked about it before (some time ago). This all started with a Tweet, not the most academic source, but it gave me somewhere to start.

Then I went out and looked for something more reliable and Forbes handed me (at https://www.forbes.com/sites/alangassman/2023/04/07/bidens-war-on-billionaires/) a story from April. 

The setting given is ‘Biden’s War On Billionaires’ (at https://www.forbes.com/sites/alangassman/2023/04/07/bidens-war-on-billionaires/) it is there we see “All American earners are subject to federal income taxes, but not everyone is subject to the same tax rate. While middle-class Americans pay, on average, roughly 14% in federal taxes annually, the wealthiest American families frequently use loopholes to avoid paying these tax rates.” This is one point of you and it is not an invalid one. Yet, in black letter law the US has tax laws. The law is what nations rely on and I agree it is not a fair one, but guess what. This is the fault of the US Congress and the US Senate. I have been talking about fair taxation for over 10 years. But the law is the law and there is an additional setting, the reason why people focus on Jeff Bezos, this is merely a first step. You see, that 20% will do nothing, America is in too deep, it is a sinking ship and the only thing these political people want to do is step out, so they can say not was not on their watch. It is too late for that. You see when that first law is passed, they might get a chunk of Bezos, but they will also get a chunk of Marc Zuckerberg, Elon Musk, Marc Benioff, Larry Ellison and that list goes on. My issue is that this is discrimination, Ageism (age discrimination), economic discrimination is also discrimination. So they are going after the real innovators, real inventors and what America wants is not their money, it is their IP, or at least part of it and co-controlling it. You really want all these systems to be co-owned by the USA? Whatever freedom you thought you had would be gone. The US has been playing stupid since the Clinton Administration, it was the last time that the US had green numbers, since then the allotted a debt surpassing $31,000,000,000,000 dollars. The US is broke and they are now in it to delay for whatever time they can. The USA has become a sinking ship, they are patching holes by cutting pieces out of the same leaking hull, it never ends well. I have pleaded for tax law overhauls for well over a decade. I noticed the slippery slope close to 25 years ago and it impacts the EU and Japan as well. China is growing, China is becoming the next power player in its lonesome position. BRICS is becoming an inner circle with China in the lead position, the moment it sheds Russia, their geese will be count as well. BRICS went from the elite of 5, to a group with 40 nations interested, the lead of the US is gone. No one follows the broke person who can no longer feed itself and with the the Kingdom of Saudi Arabia and United Arab Emirates added to the BRICS group the US has very little left, so now they are setting the stage to go after the billionaires and whatever more they can get. Yet in all this the numbers of what Apple (Amazon, Facebook, Google and Microsoft too) paid in taxation. That would have ben the fair setting, but no one is really digging into this, are they? Fair taxation starts with the corporations that was the first step and that has been overdue for decades, the loopholes had to be dealt with and that never was, that is the real story. Jeff Bezos et al used the legal options like tax lawyers to avoid paying more taxation than was required. Tax avoidance means “the use of legal methods to minimise the amount of income tax owed by an individual or a business”, which is perfectly legal, tax evasion is not legally stated and a crime. This is the stage that brings in the players like PwC, they are one of the leading experts in tax avoidance, this is why a tax overhaul had been essential for about 25 years and now it is too late. The us has its opponents knocking on their gates (BRICS and their members). So we get another populist call for taxing the rich, but it is the tax system and IRS who needed to clean their houses, they never did. I am no friend of Jeff Bezos, I do not think I ever was but that man took an online bookshop and turned it into something huge, then he went against the biggest tech company of all and created an equal if not a better version with his Amazon Luna (against the Google Stadia) which made Google leave the field (leaving billions on the floor), it almost destroyed Microsoft with its Azure through Amazon AWS. Two clear wins by (an online) bookshop. That is what Jeff Bezos did. You have to respect that and the others made their own innovative futures. Now the US wants to go after these innovator? So what happens to the US when these places resettle in BRICS territory? Good luck with that idea. So consider the Discrimination Legislation of America, the DLA, which by pure coincidence (LOL) also means Disability Living Allowance. The pay setting that most Americans are about to get towards to. Consider that the DLA ranges from around $1,000 – $5,000 depending on the member’s pay grade and dependency status. You can normally only receive DLA once each fiscal year. So a maximum of $5000 a year to make ends meet. Where in America can you live of that? I am not certain there is any place that will make America liveable and when the larger corporations leave that will be close to all that is left, until the money is gone. That is the future and I tried to warn you all, not to bite the hand that was feeding the US (Saudi Arabia) and when the tech players leave billions on the floor, why is that? I will let you decide.

Weekend is entering the last hours of the day, it is at the end of Sunday in the East (New Zealand) and at its start in Western Canada, enjoy.

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August 12, 2023 · 22:39

How on earth?

This was my first thought that went through my mind. It came from the BBC and I was reading this in a decent degree of unknowing. The title ‘China property giant Country Garden warns of up to $7.6bn loss’ (at https://www.bbc.com/news/business-66470170) where we see “Country Garden, which is one of China’s biggest property developers, has warned that it could see a loss of up to $7.6bn (£6bn) for the first six months of the year” and I am quite frankly at a loss. You see, a developer gets (read: buys) a piece of land, he places a building on it and sells this place(s) and in the end there is a profit, it might not always be a great profit, but a profit nonetheless. So when I see a loss of $7.6bn, the math in my head goes that at $250K it sets the stage for 30,400 houses and if a place costs 1.5 million we see the bungling of 5,065 places. Now it is not that simple. I get that, but the idea that someone set a stage where 30,400 houses are sold for $0 is equally laughable, implying that the problem is a lot larger than we can see. We saw it in the UK with Carillion, we saw a few examples and they all wanted ALL the profit and as such they did it all, all the elements of construction and all elements of the service. That never works, the moment a short cut is made, people start filling to holes and creating more holes in the process. 

Then there is the larger financial impact. How does a company like Country Garden has any setting that allows for that kind of a loss in the first 6 months? Even as the article gives us “The expected loss compares to a $265m profit for the same time last year. The firm also said it has set up a special task force, headed by its chairman Yang Huiyan, to find ways to turn the business around”, I reckon it might be close to ‘too late’, which is seen with “rating agency Moody’s downgraded the company’s rating, citing “heightened liquidity and refinancing risks”” and don’t expect me to give explanations. I have none. I have a few speculation, the first we saw in the beginning. But there was also the 2021 event when 15 buildings were demolished all in one go (at https://www.youtube.com/watch?v=Om6b0_ffyFQ), I cannot tell you the reason, I merely saw the YouTube on USA Today, and we get that one building needs to go at times (still sloppy), but 15 buildings? Now consider those costs and I am certain that those building in total would not have surpassed $2 billion. So now consider that one developer has well over 300% of those losses. Something does not add up and I cannot tell you what it is. In the first I do not have an economics degree, I have engineering, IT and Law degrees and I am still grasping for nothing at this time. The speculation I made earlier makes the most sense of stupidity. Yet it was speculation, so I could be wrong. As such, in an age in China where there are no jobs, there is a housing shortage and there are a few more issues. The 15 building demolition raises questions, the loss by Country Garden gives even more question marks. The Financial Times gives us “Nine months later, it is dangerously short of cash. The company expects to have lost Rmb45bn-Rmb55bn in the first half of the year and is confronting what it calls “the biggest difficulties” in its history.” (At https://www.ft.com/content/c266f377-33dc-4cf6-89a1-b62998896027) and it is not the first time. Evergrande in 2021 has a massive default and it seems to me that all these firms ‘doing it all’ are imploding. Is it a mere setting of idle time? Me and idle time go way back, all the way to the early 90’s and it is not the first time that idle time is overlooked or seen as a linear event, which it is not. It does not explain these billions of loss, it really does not but to see this in China implies that there is a lot more going on than we are able to see and that is never a good thing.

Enjoy the weekend.

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August 12, 2023 · 05:36

Tapping an economy

This happens, some other (or new) player sets the stage where they can become a major player. This is a rare case but it can happen and now I seem to be witness to one that could end up being a much larger stage than I ever expected. The BBC (at https://www.bbc.co.uk/news/business-66310714) gives us ‘Why it matters where your data is stored’. The article is all about the cloud, yet this article gave me parts that brought out questions that allowed the consideration that the new player could in a short time frame become a major player. Yet to see this, we need to look at the parts.

Part 1
The first question is coming from ““The American authorities have the right to go in and see any data that is stored in an American cloud, even if the data centre is in Europe,” Mr Åström says.” That was a selling point for American firms and with the IP in data centres the Europeans will become concerned. The American credit score is dwindling down as such they will become more and more concerned with THEIR value, a view Europeans will not share, or will be willing to chance sacrificing asI see it.

Part 2
Then we get to “it’s big enough to rival the major US cloud providers: Amazon Web Services (AWS), Microsoft and Google. They have a 65% share of the world cloud market between them, according to Synergy Research Group”, here I miss the IBM and Apple clouds. Apple is a different issue, they have a niche market and they are optionally decently safe from what is coming. IBM is different, they have been on the corporate data shoe forever, so why is IBM avoided? The numbers give me “IBM Hybrid Cloud has market share of 1.88% in infrastructure-as-a-service market. IBM Hybrid Cloud competes with 71 competitor tools in infrastructure-as-a-service category.” Perhaps they are ‘too small’, time will tell but that doesn’t matter. With this setting Evroc has the momentum to become a major player, perhaps slightly below AWS, but to go from a wannabe to a player next to AWS, possibly surpassing Microsoft is not done lightly and as far as I could tell has never been done before. But that is not the worst of it (for Amazon and Microsoft). You see the EU is larger in population, as such more services are needed there, but this could flow over into Canada (as it is a Commonwealth nation) then the larger concern (for Amazon et al) will be the Middle East. I reckon that both Saudi Arabia and the UAE might want to be separated more strongly from American firms. If I were China, I would be pushing that button too. As such Evroc as localisation bubbles could grow even further. 

Part 3
“Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” As I see it, should they decide to add two more clouds (KSA and UAE) they could tap into a few massive organisations and that should make the US a lot more bothered than they ever considered. I had issues with ‘data sharing’ in the late 90’s but I was laughed at, I was overly BS howled at. Well, it seems that I was right all along and now that the US needs its corporations to do well, Evroc comes in and takes away even more. I never saw this coming, yet as I see it Mattias Åström played his cards well and at the right moment. There is no telling how far this goes, yet the idea that (based on the numbers) “Microsoft increased its share from 23%, up from 21% the prior quarter, while Amazon fell from 34% to 33% and Google remained steady at 11%.” Evroc could grow by taking 20% of the others, we get 18% Microsoft, 26% Amazon and 8% Google, Evroc could grow by 12% (optionally towards 20%+) almost overnight (if a night lasts 7 years) That puts them ahead of Google and Microsoft making them a new major player. That is beside the damage they could do in the Middle East. With Aramco, SAMA, Al Rajhi banking, SABIC, STC, MA’ADEN, International Holding Company (IHC), ADNOC, Emaar Properties and a few more more. You might think this is all fun and games, but it is about to get worse.

Part 4
This part was not in the article and that is not on the BBC. You see I have looked in this direction before. In 2020 I wrote ‘Institutionalised Positioning’ (at https://lawlordtobe.com/2020/11/02/institutionalised-positioning/) where we see ‘Microsoft Security Shocker As 250 Million Customer Records Exposed Online’ (source: Forbes), and add to that the recent forged key issue, an issue that the NSA warned them for 3 years ago, we see a much larger stage. A stage where Microsoft is bleeding faith, the faith the customers had in them is dwindling down, as such Evroc could take away a much larger part of that blue joke. As such Microsoft could face a much larger loss. It would be nice to state that Amazon loses less, but certain other parts might not make that realistic. The only player optionally not losing any is Apple. Their largest base are iPhone users with subscriptions. 

These 4 parts show that Evroc is the new player to watch. If that is the case they will need staff all over the world. Even I would like to work for a new player and that is the second danger that they (mostly Microsoft) faces. If Amazon and Microsoft only lose 5% of their cloud workforce they both face shortages all over, and this is in a place where you need all hands on deck. This last part is hugely speculative, but with 8 new centres coming and optionally 2-5 more in the middle east Evroc is set to grow beyond the assessments of analysts. As such Mattias Åström and its new Evroc could be a force to be reckoned with and as such bring massive cash coffers into the EU and towards the Middle East as well and all that revenue goes out of the US and that is a loss the US was not ready for.

Enjoy the weekend 

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August 6, 2023 · 02:46

The expression sideways

That happens, we see it and at times we ignore it. We all do, there is no blame, there is no one at fault. These things happen. I get it, but what happens when you see stupidity to the greatest degree take its own failings out on afterburner accelerating it all to a much larger degree?

I am not sure if I truly understand that level of stupidity. So, in comes ABC (one of many sources) with ‘Donald Trump’s threatening social media post flagged by US prosecutors to judge’ (at https://www.abc.net.au/news/2023-08-05/trump-s-threatening-post-flagged-by-us-prosecutors-to-judge/102693572) where we are given “On his Truth Social site, the former president wrote, “IF YOU GO AFTER ME, I’M COMING AFTER YOU!” on Friday afternoon, a day after he pleaded not guilty to charges that he orchestrated a criminal conspiracy to try to reverse his 2020 election loss to Democrat Joe Biden.” So, first he is accused of starting an insurrection, then he (as self proclaimed billionaire) makes noise for others to pay him for his legal fees and now AFTER he has been warned he seemingly threatens a judge? How stupid can stupid be? This is not some flaw, this is an insufferable mindless amount of stupid. In addition we are given “At his arraignment on Thursday, Mr Trump swore not to intimidate witnesses or communicate with them without legal counsel present. The prosecutors’ filing asked US District Judge Tanya Chutkan to issue a protective order prohibiting Mr Trump and his lawyers from sharing any discovery materials with unauthorised people.” And still he gives these messages? It is without a doubt a new level of stupid and for the most, most democrats get instant orgasms when they dream of Trump spending the rest of life in prison. As such Donald Trump is making their dreams come true. 

Still, I am left wondering how someone this stupid ever got to be rich, actually was regarded as a captain of industry. And consider that if he had never had gone into politics he might have been on the same highway for decades to come, now it could soon end and his new outfit will be the fashion of choice. 

Yes, the radical right will see him as a martyr, the mediocre right will see him as a threat to the message from the right and the politicians have some unwritten protection rule in place that will successfully keep the right out of elected office for close to 3 elections. As I see it for people like Liz Cheney and Mitt Romney it will not be enough, Donald Trump created too much damage and there is no going back from that, he enforced too much stupidity and the bulk who supported him are starting to wake up to the fact that they supported a loser for the longest amount of time. The Republican Party does have an option from the far right (to coin a phrase) but it will require people like Mitch McConnell to step back as well. If someone in the Republican Party can get Arnold Schwarzenegger to return to political office, he could be a force of good for the Republican Party and together with Romney and Cheney there is a chance, not a big one, but one none the less. However someone needs to shut Trump up, he is now causing more and more damage and if it was up to him, he will Russian with his ‘scorched earth’ approach to the entire republican political field. When that happens there is close to no chance that the Republican Party has any chance until 2032, and there is a decent chance that they will be voted out of the house, the senate and the White House for these terms. Waves of stupid (as seen by a lot) as it impacts Disney through Ron DeSantis, the blind support that Trump and the insurrection got is starting to show and the people are taking notice on the impact. I reckon that right sided parties like the proud boys are not helping the Republican message and beyond that there are the messages from Trump. Only a minute ago Skye News gives us ‘Donald Trump defends ‘harmful’ social media post as ‘political speech’’, I personally reckon that when threats become ‘political speech’ the levy has been broken and whatever comes next will hit and harm the entire Republican Party. 

No matter what plays out, should Donald Trump win (which is not entirely impossible) the amount of nations turning away from America will increase and it will also harm the economic outlook of America, to what extent? I have no idea, but I feel certain that it will. Who would have known that Donald Trump is about to become the greatest weapon towards the future of China. 

Enjoy the weekend, perhaps it will get weirder tomorrow, one could only hope. 

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August 2, 2023 · 19:41

My presumption is real

This article goes over several parts, parts you might agree with and parts you will not agree with. That is fair! You see several parts are set to presumption, which is still better than speculation. The difference is seen in the meaning. Presumption is an idea that is taken to be true on the basis of probability. There is more than probability in my case. I have worked in IT since 1983, as such I have been around (at least twice). Speculation is the forming of a theory or conjecture without firm evidence. And both are important because I am talking from the past, which is not always seen or accepted as evidence. This is fair, and this is why people might disagree and I get it, never take anything for granted, not Ven when I say it. I love the expression from NCIS in this case ‘Trust but verify’ Gibbs was right, always verify what you learn. It is the only real way to move forward.

So this all started yesterday with an article. The article (at https://www.bbc.co.uk/news/business-66118831) gives us ‘Gallium and germanium: What China’s new move in microchip war means for world’, they say it is 8 hours old, but I saw the article a little over 25 hours ago, so not sure what changed. The setting is “Under the new controls, special licences are needed to export gallium and germanium from the world’s second largest economy. The materials are used to produce chips and have military applications. The curbs come after Washington made efforts to limit Beijing’s access to advanced microprocessor technology.” You can turn and twist this to your heart content, but the setting is inaccurate and largely incorrect. Not what you read, that is fine. But there is a whole mess that precedes this and to see this we need to go back to the 90’s. You see, the IT world saw hoe the arms race was going and how military contractors were filling their pockets and the IT world took a page from that stage and started its IT Armistice race. I was caught up in it as well. A 386, a 486, a 486DX2, the Pentium, the Pentium 2, the Pentium-450, the Pentium2, as such between 1993 and 2002 I had wasted thousands on 7 systems, 7 systems in 10 years and I had enough. You see for the most the Pentium2 was enough to do 90% of everything I did, except gaming. Then I switched to consoles and saved myself thousands more. As such I avoided to the largest extend the graphic card war which might seem small but high end gaming needs a $1200 card, my PS5 was less then a thousand dollars on day one. In this Microsoft also pushed the borders, making us upgrade again and again. Oh, they played their cards cautiously and they played it well. Yet consider “Vista alone had 50 million lines of code, 10 million lines more than its successor, Windows 7. Because of the excessive amount of bloat and code, it was very slow on devices at the time, even on the latest and greatest hardware of 2007. This meant that it was more expensive to buy a machine that ran Vista properly.” Between Windows XP and Windows 7 we had the Vista nightmare and it cost too many too much. Yet weirdly enough with a little effort (Suse Linux at $99) you had an equal if not much better option, it would work on most Pentium2 systems like lightning. You could download it for free but for that money you got the discs and a DVD, the DVD had all the discs which included Linux and a truckload of programs, even open office I believe. If not it was easily downloaded. A linux lookalike version of Microsoft office that was free. It had an SQL database and so much more, even a nice collection of games, but they were not high resolution games. Fo that you needed a console and you saved thousands. It is this armistice race. We went though thousands of processors and that is what counts, because that drained the Gallium and Germanium we had and now China is one of the few that has it now. You see, we might act against China, but Gallium is found in Japan, South Korea, and Russia as well. China has however 90% at present. That does not mean there isn’t more, but finding it is not easy. Germanium is also found in Canada, Finland, Russia and the United States. China has about 60% and that is where we see the odd duck out (on your left). And is it not interesting that the second material is not mentioned that it is also found in Canada and the US? In this greed was again a much larger stage to this. The IT Armistice race dwindled whatever the west had and now China and Russia seem to have the upper hand. Still the larger stage is not merely who has it, but it becomes who can find it better, because that is where this is heading. I get it, we all need the latest PC (or MAC) but ask yourself, what allows you to do what you need to do? That is the question that IT providers like Dell and HP were eager to avoid at all cost as it impacted their bottom dollar. They will make the ‘party line’ To enjoy the best of Windows (whatever version) you are best off having a (the latest chip). That is what caused a large part of the drain and I was every bit as guilty. By the time I figured out what was going on I my bank account had about $22,000 less (11 systems with 2 still in use). You can scream whatever you want on how I could ‘save’ some dollars, but the truth is that we all enjoyed that feeling of the latest system, but it came at a price. So when we now see “a Pentagon spokesperson said the US had reserves of germanium but no stockpile of gallium” and why is that? It it is such a crucial element, why is there no stockpile? That is an easy answer, but no answer will be forthcoming. A race for supremacy, all whilst at least two racers are no longer able to keep up and that race is about to turn nasty for at least one of them. The Commonwealth might rely on Australia, but until the deposits are found the UK is in a tight spot. As I personally see it we might have to take a step back and see how else we can get the job done. As such I am phrasing an extremely speculative question. French chemist Paul-Émile Lecoq de Boisbaudran found in 1875 the substance we now know to be gallium, it is in group 13 of the periodic table and is similar to the other metals of the group (aluminium, indium, and thallium. My question becomes Is there another solution that employs indium or thallium? I honestly have no idea, I do not even know where these two are found and whether they can do what Gallium does. Also there is Rhodium, can it (or a combination) get the job done? I have no idea, but it seems to me that the head-banging against a wall we raised ourselves is massively stupid to say the least and there is every chance that there is a chemist and an electronic engineer who will laugh at my suggestion, which is fair enough. To see this we need to look at 1965 when Friedrich Schächter created a ballpoint that works in space as it is a pressurised ink solution. In in 1967 it was reported that NASA purchased approximately 400 pens for $2.95 a piece, all whilst Bic pens were $0.29 in those days. Russia decided to solve it by using a pencil, which costed $0.39 at the time. So we can caress our ego’s or find another solution.  And this is merely one of many issues. So will you embrace someone who adds 10 million lines of code, or seek whatever else is out there? I get it, the other solution will not work for everyone, but over 2 billion people use a PC out there. I am willing to bet the bank that at least 25% could do with a cheaper solution. There are (according to some) an estimated 300 million computers in production annually. I feel certain that at least a third doesn’t need to be bought and if Microsoft woke up and recreated Windows XP for households and adds a decent office version to it several other gallium issues could suddenly be less stringent. In 2018 970 units of Gallium were used. In 2022 it was almost 3500 units (the chart did not clearly give me what the units were). Why is that? I know that PC output is not over 300% in 2022. There might be other uses as well, but I would not know that, but the more I see the more questions I end up with and the BBC (or its article) isn’t giving me the goods. There was no mention of Canada or the US in it, was there?

It is time for plenty of people to wake up, I for one would send a wake up call (plus coffee) to Dr. Stefanie Tompkins of DARPA, perhaps they can find alternative options for these two metals? Not the weirdest idea and as the Pentagon needs these materials it seems to me that between lunch and diner DARPA might find an answer, these boffins are kinda clever so it is one way to go. What do you think?

Enjoy the middle of the week, its all uphill in anticipation to the weekend until Friday. 

 

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July 29, 2023 · 08:55

It only took three years

That was what pushed into view. I was about to write about something else, a movie idea I had. Yet several other messages came into view which pushed me to realign my focus. You see, I had the view just before CES2020 that Huawei was going to be a large player, much larger than anyone guessed. Even I had not thought that far ahead as certain plays by the STC (Saudi Telecom Company) were not in view yet. Now it becomes a much bigger play and two players (Huawei and STC) could reenforce each other, a setting that was not visible in 2019. So lets take a look.

Article One
The first article was brought to us by the Hindustan Times last year (the year of Soylent Green, another idea that I already wrote about but came to the top of my mind again last night). Here (at https://tech.hindustantimes.com/tech/news/huawei-launches-harmonyos-to-compete-with-google-s-android-71622644049707.html) we are given the idea that Huawei is pushing for a release to 200 million mobile phones. An achievable mark to say the least, the rest was bla bla but the notion was given. 

Article Two
Tech outlook gave us two days ago (at https://www.thetechoutlook.com/news/technology/os/harmony-os-4-0-to-debut-on-august-4-mate-60-5g-expected-to-debut-alongside/) ‘Harmony OS 4.0 to debut on August 4’ and that is the part certain people were all waiting for. The text “Apart from Harmony OS 4.0, the Chinese manufacturer is rumoured to announce the Huawei Mate 60 5G at the HDC 2023 event. As mentioned above, it will be the brand’s first 5G flagship phone after facing US sanctions. While the Mate 60 series is expected to be announced at HDC 2023, the company will hold a dedicated launch event for it in September or October this year.” You see the ‘US sanctions’ part reads nice, but the play doesn’t go there. STC and Huawei has as of the coming month a larger setting. This setting will include Egypt, BanglaDash and Indonesia. This gives them a lot more than the targeted 200 million phones and the moment STC enters the EU they will have the needed traction, the STC 5G network will have some serious ‘umph’ as the expression goes. More important, a network that stretches to that degree will push the US and EU out of a few areas, or at least make them suffer the loss of expected revenue by some analytics, they will tumble twice over. 

I’ll be honest, I saw the play, but not to this degree as the STC was not on my radar. I reckon that there was always a chance that Etisalat (UAE) would grow, but that is not in the cards at present. This is important as the needs of Saudi Arabia and the UAE are in the same direction, but they are not aligned. That difference is important and there is a chance that the STC will offer services that include the UAE. I reckon that the UAE might want to connect to Center3 and the STC for the additional business it will bring them, but that would be pure speculation on my side.

What does matter is that with the release of Harmony 4, on August 4th a new play opens up and it might go a long way to allow a digital setting to the MBC group to the settings they have in play at the moment. They will push the sports and news groups that are in the making with larger digital channels, just after they make their IPO offer (which Bloomberg mentioned only 3 weeks ago), now with the channels and digital groups in play it goes well beyond the shores we see at present and with Huawei at the mobile front, they can offer something larger than most have ever had and it will appeal to the hungry revenue entrepreneurs in Indonesia and BanglaDash. They will add hundreds of millions to their pool, hundreds of millions that haven’t ever had access to anything (of that nature). I reckon that by Q1 2024 the STC could have doubled in value and they were never a small player to begin with. Now add Egypt and you get a much larger population, mostly Muslim and all eager to be economic players. I reckon that BRICS had a few ideas on adding Saudi Arabia. And the US? Well they are still screaming middle east stability and requiring cheap oil in a play that is already outdated. And as we can clearly see, Saudi Arabia and China are getting along just fine, no EU or US required. That was a danger for some time and new we are about to see the fruition of these players. You still think the US was in Saudi Arabia for merely ‘stability’ reasons? Come to think of it Janet Yellen was in China recently, with these elements now in view was it really about what they say it was? 

This is in part speculation, it does not make it true, yet you have to wonder if I saw these events unfold, they did not? I might not have seen the impact of the STC and MBC groups in 2019, but these people (Jellen and Blinken) get a large 6 figure income more than me (Jellen gets a 7 figure income), you mean they were in the dark? Go cry me a river, please.

Huawei should have enough to get their target from Egypt, Indonesia and BanglaDash alone and they have close to half a dozen nations more on their mind (China being not the smallest one) and as expansions go, with the Huawei 5G network in play, the STC can grow a lot faster, allowing the MBC sports and news channels to reach a few additional nations. This alone will make people in the EU want to see what they are missing out of. I reckon that the advertisements alone will pay for this caper and then some. A stage that grew in under 4 years, as such the EU and US now have a problem. You see all these TV channels and media players are about to become obsolete to a much larger degree. They can shout MAGA and Karen’s all they like, the rest are able to switch the channel to something they would much rather watch and there it seems that the MBC Group has you covered. I personally wonder what Murdoch is worth by the end of 2024, because when the advertisers go away, he is just shouting arranged news to people who are not interested in listening, that part of the pool he soiled himself as I personally see it.

Enjoy the weekend, or as they say at MBC in Arabic “رحلة جديدة في الخدمات الرقمية”

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July 28, 2023 · 12:51

On the way to……

I was on route to some IP pondering when the Al Jazeera story ‘White House adviser Jake Sullivan meets Saudi crown prince for Jeddah talks’ crossed my path. Immediately the thought   “There are just so many ways you can beg for cheap oil” passed my mind. OK, that might have been out of line, but the premise still sets. The White House have send nearly every large caliber in the direction of Saudi Arabia without making it an overly clear ‘White House’ event. The story also gives us (yet again) ““We were going to, in fact, make them pay the price and make them, in fact, the pariah that they are,” Biden said during a 2019 Democratic debate.” These were hollow words given at the wrong time. And now almost 4 years later the setting is as dire as the US has ever had them, but OK. Try to make us all believe that this is about ““bilateral and regional matters”, the White House said, including initiatives “for a more peaceful, secure, prosperous and stable Middle East”” Sure, make it about the one thing that the Middle East does not need the US to initiate. It has initiated enough imbalance to last it an eternity. Even as Reuters gives us ‘Oil settles above April peak on tighter supply’ (at https://www.reuters.com/business/energy/oil-up-supply-tightness-view-offsets-concerns-rate-hikes-2023-07-27/). We need to consider the impact of “Still, oil dropped on Wednesday after data showed U.S. crude inventories fell less than expected and the U.S. Federal Reserve raised interest rates by a quarter of a percentage point, leaving the way open for another increase.” You see, this scorcher of a summer on the northern hemisphere is also impacting energy costs, AC and cooling units are working overtime, as such winter could be a killer. I am using could be, because there is no clear evidence that this summer will leave us with a mild winter, implying that the US and EU are facing 5%-15% more energy needs and with the price of oil that could be a massive impact. One source is giving us today “Standard Chartered analysts conclude that crude prices are finally starting to catch up with the reality of a tightly supplied oil market.” Really? I got there months ago, so how are these clowns actually making their money? A tightly supplied market is the premise of shortages close to everywhere, and if you think that the EU is a nice place now, consider 28 members fighting each other for the same oil allotment, should be fun. I will invest in popcorn, we would all want some so we can watch the nagging tea bitches fight this one. I saw some forecast charts, but I had issues with them (optionally) for the most I might not get all the elements in that forecast. That is simple as I am not in that business. Yet the larger part is how the prices (allegedly) dip a little in early 2024, as I see it as these settings continue, the world (EU and USA) will face oil prices of $90+ from December 2023 onwards. I have no idea how high they will get, but the larger setting no matter how managed it is, the shortage will continue and press pressures up to weird levels all over Europe. All that is before China achieves a larger stake in the oil supplies. The US is silently hoping that they get it all from Russia, but without the cap in place China sees a larger benefit vying for the same stack that the US and EU are vying for. Call me nuts, but I reckon that is one scenario that could go south for the EU sooner rather than later. We all see what is given to us as to the events happening, but there is something off in sending National Security Adviser Jake Sullivan a month after Anthony Blinken went there. Something does not add up and it might just be me, but there is more to this visit than the press tells us (which is what the US likely told the press), they need something and cheap oil is the first thing that comes to my mind.

And in the heat the US and EU faces? Well I reckon one barrel of oil per household to keep it cool should do it. Oh no, there are only 2 million barrels to go round (times 90 days = 180) , so what about the other 600 million people. How will they get cooling? And what about winter, which 600 million need to face it without heating? Yes, the equation is not correct, but the sentiment is. For the first time since 1973 will we face an oil shortage. I tried to warn you all but too many called me stupid and insane (the latter might be true). So I will see you buried, frozen to death soon enough. I wonder if anyone realises how dire it is about to become and don’t blame me. All these analysts should have been there long before I arrived at that station, so why weren’t they? They can ignore it for now, but in February when the death count starts, their BS reasoning will be met with the anger of people who lost someone in the big freeze of 2023/2024. What will they do then?

Enjoy the day and enjoy the AC at current prices, the weekend is about to start.

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July 21, 2023 · 19:21

The writing is on the floor

Yes, it is the case here, never mind what the walls say. I have made mention of this again and again. The US had a piss poor approach to their innovation lack. First they tried to make Huawei their bitch and accuse Huawei of all sorts of things, whilst setting a backstabbing approach to remove Huawei from revenue streams. They did this in the worst possible way and they did it without any corroborating evidence. Then we get the setting that the media is painting China as the big evil. Yet America is not held to any standards. This is an issue for me and for most people relying on evidence. As such the article ‘Xi Jinping meets Henry Kissinger as US seeks to defrost China ties’ (at https://www.bbc.com/news/world-asia-china-66106076) comes over as hollow. In this the BBC has its own share of issues here too. As such when we see ‘US needs Kissinger’s diplomatic wisdom’ I would state “How about some simple wisdom?” Today Al Jazeera gives us ‘Australia blocks acquisition of lithium mine by China-linked firm’. I am not commenting on the events because I know too little, yet it is again some event involving China. Now, there might be all kinds of circumstances that could show it to be a valid block, but the fact that this started in January implies that a block this late has other attached reasons too. The issue is that the media is adhering to the US needs to paint China negatively in many ways and there is only s much you can get away with. At present Huawei is rocking the telecom industry all over Asia, the Middle East and soon enough Africa and Europe too. That will increase and accelerate with the release of 5.5G years ahead of Nokia and others, as such China, Asia and the Middle East are about to get a huge advantage. I reckon that the United Arab Emirates are about to become a larger technology hub in the Middle East and this one will stretch wherever the STC (Saudi Telecommunication Company) reaches. I reckon that before the end of 2025 it will connect Asia, the Middle East, parts of Africa and southern Europe making it pretty much the largest telecom company around. That was what I tried to warn you all for, it opens up all kinds of doors and with the release of 5.5G, my IP now has a shining new setting. One that the US and EU cannot match. They do not have the IP, they have shown consistent cluelessness and even Google and Amazon could fall short here. So what do you think all that will cost these players in revenue? So when I see ‘US seeks to defrost China ties’ I merely laugh. This was a joke and a mistake that was years in the making, now that the events are coming to a close (as the Conversation gives us) with ‘China is playing the long game in the Pacific. Here’s why its efforts are beginning to pay off’ (at https://theconversation.com/china-is-playing-the-long-game-in-the-pacific-heres-why-its-efforts-are-beginning-to-pay-off-209960) where we are given “Other appointments suggest China is appointing higher-calibre diplomats to the region. These include Li Ming, the current ambassador to the Solomon Islands, and Xue Bing, the former ambassador to Papua New Guinea who now holds the challenging post of special envoy to the Horn of Africa. With experience in the region and good language skills, these diplomats have been more able to engage with Pacific communities than their predecessors, who largely focused on sending good news back to Beijing. More serious representatives suggest more serious intent.” A setting I never saw (because I was looking elsewhere) and when you add this all up it becomes a much larger issue (especially for America). There are unconfirmed rumours that Saudi Arabia will join BRICS in August. There is every chance that the UAE will either join at the same time or shortly after. Now with China and Saudi Arabia (STC) having a united telecom front with 5.5G years ahead of all the other players, the setting for global telecom will shine well before the end of 2023. I made mention that I had found something in the last two days and here it is. It is not merely what they are doing. Players like Amazon and Google have the option to create service centres in the UAE (Dubai or Abu Dhabi) most likely and ride that tidal wave, or whomever gets there first will have the option to take market share away from these two players. Huawei is ready to start there, but they cannot do it alone, the waves will be too high. Google is already there (I checked), but unless they get the infrastructure ready others will pass them by left and right and there is the option for billions. Whomever is there first will be able to set the score, not adhere to it and that setting will go from Shanghai in the east to Croatia in the west all whilst these networks will include China, Bangla Dash, Indonesia, India, Pakistan, UAE, Oman, Saudi Arabia, Egypt, from there it all goes into Europe via TAWAL. A setting no telecom company has had to THAT degree and what do we get from Washington? ‘US seeks to defrost China ties’ I think it is a bit late or that and it is about to get worse, especially if the 5.5G is launched in Q4. Those ready to upgrade will show the rest what a massive lag in streaming technology looks like. It is like watching Wall Street people deal in stocks whilst having a system that is 3-4 milliseconds slower than the other system and it takes less than 50 trades to see a decent profit be reduced to a massive loss. I haven’t even taken the lack of labour force in the US at present, which makes their $42 billion overhaul plan an Edsel to say the least. All this was visible several days ago, but go right ahead, consider that China will defrost, they have been playing the long game and now that will turn into a near total victory. The setting I never clearly looked at was the pacific region, I saw the plans for Indonesia, but not the other parts and these are all about to come into focus. As I see it, by late 2024 Germany will chose solutions for their services and Huawei will have them, others do not. The moment that happens (I made mention of that before) France will adhere to the need of economic stability and that is where the EU either overturns the US directive, or be made (close to) obsolete. And all that happens whilst Tencent Technologies is about to launch a few products as well. My IP is in a different direction and I was (sort of) testing that premise beyond the Dubai Mall. I equally looked at the settings for the Mall of the Emirates, Nakheel Mall, tourist settings as well as the Real Estate setting which was a $20 billion market in the UAE (I did not initially know that), so I looked at my Canadian ‘solution’ to the UAE, and now we are vying for the big bucks (I am allowed to dream, am I not). Whatever YOU think, these elements are out in the open and some of them were out in the open since the first Covid lockdown (2020), so players like Amazon, Apple and Google had 3 years to wake up, as far as I can tell they never did.

So the writing was on the floor (the walls too) and these players were all watching the sky to see how their revenue streams were set up and doing. The media was full of it and with the shortage of people and pretty much dumping thousands of people, they had to look at the Middle East and see if these people would be willing to move to a new shore and that is where others will soon have a larger advantage. That I how I personally see it. 

You make your own conclusions, but take the time to go through all the sources, too many media is playing a catering game and they are not serving food. The day before the weekend is underway, enjoy it.

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July 14, 2023 · 00:00

About the other thing

That is not how it started. It started with a dream, a slightly unsettling dream and at first I had no idea what it was about and where it would lead me, but there I was on the edge of whatever I was on and then I woke up. The dream had nestled in my subconscious and that is when I realised the larger image my mind was trying to tell me. Not unlike a game like Mirror’s edge, this one had optional potential. It would not be for normal consoles, it would be for a streaming solution like the Amazon Luna or its Tencent equivalent. But more about that later. Perhaps I will mail them directly and see what they can make of it. Yet as I was having these thoughts, the BBC gave us a story (at https://www.bbc.co.uk/news/world-europe-66185545) where we see ‘Ukraine war: Russian general fired after criticising army leaders’ in that story we are given “Maj Gen Popov said he raised questions about high casualty rate and lack of artillery support” this would be merely one case, yet in the past (at https://lawlordtobe.com/2023/02/27/on-the-subject-of-failure/) on February 27th I showed just how massively the supplies of the Russian army were failing and that is the second part of the failure of Russian bear. Now we get to the third part which we are getting from the UK Express. The story (at https://www.express.co.uk/news/world/1789517/vladimir-putin-russian-army-casualties-ukraine-war) gives us ‘Putin humiliated as Russia ‘almost certainly struggling’ with medical provision crisis’ which is part number three. As such we get to the image below

There we see a generic army setup. This is not my invention, this setup goes back to the napoleonic age. And in this General Popov raises a few interesting questions. What was the goal of the Russian Kremlin? Reduce its population at any cost? The need for generals to create a safe haven is now being made in doubt from what the BBC reports, as the quote is “A top Russian general says he has been removed from his post in Ukraine after telling military chiefs the truth about the dire situation on the front line”, we are given the final part, Logistics is seemingly failing to an equally disastrous degree. That is a massive failure, for any army to fail on these four counts will diminish any army, no matter how large it is and the losses are starting to add to serious losses for the Russian army.

A disastrous set of elements are in play and not being a high military person, I have no idea how this plays out. I am not even willing to speculate on would or could happen. Yet there is an overbearing thought. As I believe that General Popov is optionally correct, how could his superiors and the Kremlin be that wrong? People a lot more intelligent than me are in control of Armies, the Russian army is no exception, as such I wonder what on earth is going on. Was my dream part of that? I doubt that, it was a lot different from reality as is the command structure that the Russians are employing and if that fails, what else is failing behind that Iron curtain and with me realising this, I reckon that China and the Middle East are already on that channel. As such I need not worry about BRICS and what Russia is trying to do, they are at present experts in making themselves irrelevant. That is how I see it and I might be wrong, but when you realise that 4 parts of an entire army is failing, is there any other conclusion you could make?

Enjoy the day.

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July 13, 2023 · 00:40

Enemy of the stated

That is sometimes the case and I got that alert yesterday. It took me a while to get on board with some of the items, yet on the other side there is more and there is something else at that. So lets start with that part as it matters. Last year, almost 1 year ago I wrote an article (at https://lawlordtobe.com/2022/07/18/for-those-not-seeing-the-oil-field/) with the title ‘For those not seeing the oil field’. In that Article I wrote “China could sell the Chengdu J-20 at a nice price to Saudi Arabia (I admit I was trying to get my foot in the door and make a play for a simple 3.75% commission), and when you consider that this bill might go up to 15 billion, my 3.75% makes for a nice half a billion (we all have overly big dreams), and merely to play the courier? You have got to be kidding, I am so ready for that part!” And that stage as already underway at that time (alas, not for me). In an age where in Australia we see nearly the entire nation ripe with age discrimination, I was aiming for a nice job getting 3.75% (an internal joke from 1996) of whatever comes up and recently I learned that this might be as high as $23.8 billion over 2 years. This would have gotten me a $892,500,000 pay-check (over 2 years). Would I accept that? Hell yes! For being a simple courier for the Kingdom of Saudi Arabia? I would have been so there. Australia has no enemy relationships with either country. Is it my best case scenario? Not exactly, I am a commonwealthian after all, as such I preferred to be courier to documents for the British Typhoon. Yet British Parliament gave it up for British tea grannies and their CAAT. The Americans made a mess of everything pushing their own solutions away from a decent revenue taxable future. So I was looking out for me and I would have taken that job, no hesitation about it. 

So now you have the background, lets dig into the article that sets this off. It was the BBC (at https://www.bbc.com/news/world-us-canada-66160979) who gives us ‘US think tank founder charged with acting as Chinese agent’. In that article we are given a few parts. First there is “Gal Luft “agreed to covertly recruit and pay” an unnamed ex-US official to publicly support certain Chinese policies, federal prosecutors say. The 57-year-old allegedly attempted to broker arms sales involving customers in China, Libya, the UAE and Kenya.” Here we have two issues. Was he a broker? Did he connect to people, who via him conducted business? Broker is a bit of a lose term. And we aren’t talking two parties, we are looking at at least 3 channels, optionally more, but what is relevant and what matters? For Americans it is a setting for courts and good luck with that evidence. The second allegation is “In 2016, officials say he failed to register as a foreign agent while acting to advance Chinese interests in the US. He is alleged to have lobbied an ex-US official who was an adviser to then President-elect Donald Trump to convince him to “publicly support certain policies with respect to China”.” Here, in the first, was he a foreign agent, or was he a (technical) consultant? They are very different and evidence is bringing that up (I never saw any for that matter). And as the ‘activity’ happened in 2016, why did it take 7 years for anyone to take actions? Which policies was he catering to? Is that not the job of any stake holder in the political field? Was the policy a legal one or a illegal one? Three questions that blow away the setting if the court doesn’t have a proper deck of Trump cards (pun intended). Then we get a very specific one “Prosecutors also accuse him of attempting to broker arms sales without a US permit. He allegedly worked to help Chinese companies sell anti-tank launchers, grenade launchers and mortar rounds to Libya.” The short and sweet is, can it be proven that he was a broker, or was he an un-sided courier? Person A and Person B do not know each other (good enough), but they both know Person C and that person couriers the papers between the two. Isn’t that what DHL does? Is DHL a courier of an arms broker? Then we get “Federal officials say he attempted to bypass US sanctions on Iranian oil by directing an associate to say that the oil was Brazilian. According to prosecutors, Mr Luft was arrested in Cyprus on US charges on 17 February this year and fled after being released on bail pending extradition.” This is a specific allegation and a big ‘no no’ Iran is on the naughty list of many nations and there they might have a case. I reckon it is stupid to do what he did as the sulphur content of Brazilian and Iran are very different, did he not think this through? Well that is a case that might stick on him and the fact that he allegedly fled to Cyprus does not help him much. So what is the difference between George Luft and me? I am not American and I will not do business with Iran. But as we are both optional couriers I am still in a much better place that he is (alas a very poor one for now). As such in the end we get “He is charged with eight counts, including failing to register as a foreign agent, evading oil sanctions, two counts of making false statements to investigators and three counts of illicit arms trafficking.” What is true? What is legal? What is unacceptable? That is for the courts to decide, but I reckon that George Luft as the head of a think tank was already making a fair amount of coins, so why endanger it all? I never get invited to US Energy Security Council conferences, so I am a little clueless at present. But it seems that America is seemingly still out to declaw whatever China does and at present I cannot say that they did anything do wrong, the courts will decide on George Luft. I look forward to seeing that evidence. In the meantime, my delusional side will dream of getting his 3.75%, as all delusional people do.

Enjoy the middle of the week. 

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