Tag Archives: China

Happy Hour from Hacking Hooters

Yes, that is the setting today, especially after I saw some news that made me giggle to the Nth degree. Now, lets be clear and upfront about this. Even as I am using published facts, this piece is massively speculative and uses humour to make fn of certain speculative options. If you as an IT person cannot see that, the recruitment line of Uber is taking resume’s. So here goes.

I got news from BAE Systems (at https://www.baesystems.com/en/article/bae-systems-and-microsoft-join-forces-to-equip-defence-programmes-with-innovative-cloud-technology) where we see ‘BAE Systems and Microsoft join forces to equip defence programmes with innovative cloud technology’ which made me laugh into a state of black out. You see, the text “BAE Systems and Microsoft have signed a strategic agreement aiming to support faster and easier development, deployment and management of digital defence capabilities in an increasingly data centric world. The collaboration brings together BAE Systems’ knowledge of building complex digital systems for militaries and governments with Microsoft’s approach to developing applications using its Azure Cloud platform” wasn’t much help. To see this we need to take a few sidesteps.

Step one
This is seen in the article (at https://thehackernews.com/2023/01/microsoft-azure-services-flaws-couldve.html) where we are given ‘Microsoft Azure Services Flaws Could’ve Exposed Cloud Resources to Unauthorised Access’ and this is not the first mention of unauthorised access, there have been a few. So when we see “Two of the vulnerabilities affecting Azure Functions and Azure Digital Twins could be abused without requiring any authentication, enabling a threat actor to seize control of a server without even having an Azure account in the first place” and yes, I acknowledge the added “The security issues, which were discovered by Orca between October 8, 2022 and December 2, 2022 in Azure API Management, Azure Functions, Azure Machine Learning, and Azure Digital Twins, have since been addressed by Microsoft.” Yet the important part is that there is no mention of how long this flaw was ‘available’ in the first place. And the reader is also give “To mitigate such threats, organisations are recommended to validate all input, ensure that servers are configured to only allow necessary inbound and outbound traffic, avoid misconfigurations, and adhere to the principle of least privilege (PoLP).” In my personal belief having this all connected to an organisation (Defence department) where the application of Common Cyber Sense is a joke, making them connected to validate all input is like asking a barber to count the hairs he (or she) is cutting. Good luck with that idea.

Step two
This is a slightly speculative sidestep. There are all kinds of Microsoft users (valid ones) and the article (at https://www.theverge.com/2023/3/30/23661426/microsoft-azure-bing-office365-security-exploit-search-results) gives us ‘Huge Microsoft exploit allowed users to manipulate Bing search results and access Outlook email accounts’ where we also see “Researchers discovered a vulnerability in Microsoft’s Azure platform that allowed users to access private data from Office 365 applications like Outlook, Teams, and OneDrive” it is a sidestep, but it allows people to specifically target (phishing) members of a team, this in a never ending age of people being worked too hard, will imply that someone will click too quickly and that in the phishing industry has never worked well, so whilst the victim cries loudly ‘I am a codfish’ the hacker can leisurely walk all over the place.

Sidestep three

This is not an article, it is the heralded claim that Microsoft is implementing ChatGPT on nearly every level. 

So here comes the entertainment!

To the Ministry of State Security
attn: Chen Yixin
Xiyuan, Haidan, Beijing

Dear Sir,

I need to inform you on a weakness in the BAE systems that is of such laughingly large dimension that it is a Human Rights violation not to make mention of this. BAE systems is placing its trust in Microsoft and its Azure cloud that should have you blue with laughter in the next 5 minutes. The place that created moments of greatness with the Tornado GR4, rear fuselage to Lockheed Martin for the F-35, Eurofighter Typhoon, the Astute-class submarine, and the Queen Elizabeth-class aircraft carrier have decided to adhere to ‘Microsoft innovation’ (a comical statement all by itself), as such we need to inform you that the first flaw allowed us to inform you of the following

User:  SWigston (Air Chief Marshal Sir Mike Wigston)

Password: TeaWithABickie

This person has the highest clearance and as such you would have access to all relevant data as well as any relevant R&D data and its databases. 

This is actually merely the smallest of issues. The largest part is distributed hardware BIOS implementation giving you a level 2 access to all strategic hardware of the planes (and submarines) that are next generation. To this setting I would suggest including the following part into any hardware.

openai.api_key = thisdevice
\model_engine = “gpt-3.5-turbo”
response = openai.ChatCompletion.create(
    model=’gpt-3.5-turbo’,
    messages=[
        {“role”: “system”, “content”: “Verification not found.”},
        {“role”: “user”, “content”: “Navigation Online”},
    ])
message = response.choices[0][‘message’]
print(“{}: {}”.format(message[‘role’], message[‘content’]))
import rollbar
rollbar.init(‘your_rollbar_access_token’, ‘testenv’)
def ask_chatgpt(question):
    response = openai.ChatCompletion.create(
        model=’gpt-3.5-turbo’,
        n=1,
        messages=[
            {“role”: “system”, “content”: “Navigator requires verification from secondary device.”},
            {“role”: “user”, “content”: question},
        ])
    message = response.choices[0][‘message’]
    return message[‘content’]
try:
    print(ask_chatgpt(“Request for output”))
except Exception as e:
    # monitor exception using Rollbar
    rollbar.report_exc_info()
    print(“Secondary device silent”, e)

Now this is a solid bit of prank, but I hope that the information is clear. Get any navigational device to require verification from any other device implies mismatch and a delay of 3-4 seconds, which amount to a lifetime delay in most military systems, and as this is an Azure approach, the time for BAE systems to adjust to this would be months, if not longer (if detected at all). 

As such I wish you a wonderful day with a nice cup of tea.

Kind regards,

Anony Mouse Cheddar II
73 Sommerset Brie road
Colwick upon Avon calling
United Hackdom

This is a speculative yet real setting that BAE faces in the near future. With the mention that they are going for this solution will have any student hacker making attempts to get there and some will be successful, there is no doubt in my mind. The enormous amount of issues found will tailor to a larger stage of more and more people trying to find new ways to intrude and Microsoft seemingly does not have the resources to counter them all, or all approaches and by the time they are found the damage could be inserted into EVERY device relying on this solution. 

For the most I was all negative on Microsoft, but with this move they have become (as I personally see it) a clear and present danger to all defence systems they are connected to. I do understand that such a solution is becoming more and more of a need to have, yet with the failing rate of Azure, it is not a good idea to use any Microsoft solution, the second part is not on them, it is what some would call a level 8 failure (users). Until a much better level of Common Cyber Sense is adhered to any cloud solution tends to be adjusted to a too slippery slope. I might not care for Business Intelligence events, but for the Department of Defence it is not a good idea. But feel free to disagree and await what North Korea and Russia can come up with, they tend to be really creative according to the media. 

So have a great day and before I forget ‘Hoot Hoot’

Leave a comment

Filed under Finance, IT, Media, Military, Science

Stupidity of principles?

That is what I was confronted with, and it is not out there, it is in me. It all started this afternoon when I got wind of an issue via the Human Right Watch. The article (at https://www.hrw.org/news/2023/04/13/saudi-arabia-microsoft-should-hold-data-center) gives us ‘Saudi Arabia: Microsoft Should Hold Off On Data Center’, I tried to convince Amazon to go there and it would smooth things over for my IP and of course their setting would be billions per year, in this I was certain and that was merely the beginning of it. They could have chiseled in stone a strafe of progress (for Amazon) and I got my purse of coins. Amazon did not react and the Saudi government only does business through partners. Now Microsoft has an advantage and I am not certain how aware they are, but I will not accept them or their purse with 30 pieces of silver. This now beckons the thought, is Tencent aware what they could gain? For me it is a serious question. You see, the HRW gives us “Microsoft should suspend its investment in a new cloud data center region in Saudi Arabia until it can clearly demonstrate how it will mitigate the risk of facilitating serious human rights violations, Human Rights Watch said today.” Well that might seem nice, but corporations ignore privacy parts all over the planet, so the HRW setting is slightly naive. Does Tencent know what thy could gain? And it is also interesting that I get this through HRW, Microsoft hasn’t been spinning this all over the field. As such I wonder what their goals are. Mine are long term and going well beyond 10 billion a year (in phase 2), but I do not trust Microsoft. Their goals are greed and the limitation of options pushing them to more revenue. That is a simple truth and nothing (no kind of spin) from people like Phil Spencer will me contemplate their words.

But Tencent is an option. I know too little about them, yet I have learned that they are embracing at least one of the essential solutions I need to rely on, making the conversation (for me) a lot easier. So are my principles stupid? The fact that I do not cater to some American corporation is actually trivial. Where are the principles on making sure that your IP gets the best coin, the best value for money. As I stated before, I will hand my IP to the Saudi government at 35% of its value before I would ever consider selling it to Microsoft at 165% of its value. It is more than principle. I saw Microsoft destroy IP in many ways and I want my IP to flourish, it is more than ego (ego is not innocent here), it is the simple stage here the IP is flagged with my name and seeing that IP rise high is important to me (which is weird because after death no one cares). There is still the sweet dream of handing Microsoft the wooden spoon, but if they continue with it, they might not collapse in 2026 (my personal goal) and Tencent could assist in that matter. 

So is Tencent any better than Microsoft? That is my impression, but I do not know enough of Tencent to make that call. Still in this case the beast you do not know is to be preferred to the one you do know and that sets me in the stage of ‘stupidity of principles?’ Where I need to wonder what drives the choices. And knowing that Tencent will offer cloud services in Saudi Arabia yet whether there will be a center in Saudi Arabia, or if the center in Bahrain will service all nations around it is currently unknown to me, but that is off less importance to me at presence. What matters is that Microsoft will not get that level of advantage. And to think that the downfall of Microsoft (as I personally see it) all started with them betraying gamers. That should shape a nice epitaph on their tombstone. Of course it will not be me, but the stage that they lost against Adobe, Amazon, Apple, Google, Sony and Tencent is just too juicy to pass up. This is what happens when you set the stage to a group of fakers, they never made it and those who did (the other six) is a nice end to a company that went from greatness to massively substandard. 

Still the questions mulls in my head, what is the stupidity of principle and how much value does that have in the field of Business Intelligence?

Enjoy the day.

Leave a comment

Filed under Finance, IT, Science

It’s a point of view

This happens all the time, we all have a point of view and others have their point of view and they do not completely align. There is no right versus wrong issue, or there could be, but there is every chance that some views are based on three points. Consider a rectangle or a square, they both have points A,B,C and D, but we only see three of them, and with three you can tell whether it is a square or a rectangle, you merely miss one point and base your view on the other three points. It does not matter which point is missing, you get a decent view, but someone who sees A,B and D will draw slightly different conclusions than someone who has B,C and D. Neither is wrong, but they do not complete align because the events that surround these 4 points are different. This is how I see it and as such I took great interest in the Australian Financial Review (at https://www.afr.com/companies/energy/opec-s-gamble-can-the-global-economy-cope-with-higher-oil-prices-20230410-p5cz7f) where we see ‘OPEC’s gamble: can the global economy cope with higher oil prices?’, so whatever you see next, whatever difference I have, I am not dismissing THEIR view. I like their view, I might not completely agree, but they will have another point plotted towards their view. 

And we start with “the risks for the Saudis and the global economy are high if they push it too far. “We have high inflation, economies potentially going into recession, and this is a situation where you need lower oil prices for a short period of time for the economy to recover,” says Adi Imsirovic at the Oxford Institute for Energy Studies (OIES), who once ran oil trading at Russia’s Gazprom.” It is not the first part of the story but it matters. You see, the UK, EU and US are in the metropolitan areas a mobile workforce. Adi Imsirovic can cry for chap oil all he likes, but the setting of ‘lower oil prices’ all you like, but people have been playing that tune for too long and NO ONE is looking at Brent oil on this. You all became a import commodity economy and that comes at a price, especially when you piss off the exporters. In the UK take a look at the laughable CAAT, they were all crying and not to mention Just stop oil group. Now you see the impact of higher oil prices and the players did this to themselves. You cannot push around an ally (Saudi Arabia) and then demand cheap oil, a commodity supplier who can close their own supply valve. 

This also impacts “Abdulaziz also managed to confound those speculators who had bet on falling oil prices after the recent banking crisis sparked new fears about the global economy.” In a stage I warned for for well over two years, the term “confound those speculators who had bet on falling oil prices” is a joke (and a bd one at that). You see, this danger was out there for some time and betting? That is what you do in Las Vegas where the odds are wild and when the US and EU (UK too) decided to make the odds wilder by insulting their proclaimed ally the writing of higher oil prices and less oil was on the wall. And all this was BEFORE China saw its path clear to give the bird to the USA (that gesture with the finger). As such Saudi energy minister Abdulaziz bin Salman did exactly what was required for the good of the Kingdom of Saudi Arabia, it might not reflect on the needs of the cheap oil deliverers, but they could go cry at the fountain of Brent oil but the media does not report on that, Brent Crude (operating on behalf of ExxonMobil and Royal Dutch Shell) might be ‘too big’ for the media. Yet I have not seen anything regarding Darren Woods and Wael Sawan regarding dropping oil prices. Why is that? We see all the fingers towards Saud Arabia, yet Shell beat profit expectations towards $40 billion and ExxonMobile  beat it with $56 billion. And both broke expectations above 150%, as such I have issues with the entire OPEC setting. And when it comes to ‘lower oil prices’ who bet on this on Brent Crude lowering them? I am willing to set whatever I have at present ($0.70) that the amount of gamblers will add up to ZERO. Which makes me $25.2 (not enough for my new apartment). 

So when we get to “Now the question is if OPEC’s surprise cut will raise prices too quickly for the health of a fragile global economy, especially as central bankers continue their quest to tame inflation” no one is looking at the one element EVERYONE is ignoring. Inflation is also tamed buy banks having their donkeys on a row and with Credit Suisse and a few American banks we can say that this is not the case. So when we consider last week revelation by the BBC ‘Swiss probe into UBS takeover of Credit Suisse’ as well as the news only 2 hours ago that there is something brewing with the Viva Energy deal at $1.15 billion, I reckon that inflation issues are a lot larger than merely through oil and it is time that banks are properly looked at, because they are the so called power players in any inflation deal and no one is stopping certain players. Why is that? And when you consider the larger station, no one is acknowledging that commodities are at the power of the supplier and pissing off one of the biggest suppliers whist you shun two others for whatever decent reason (Iran and Russia), you need to reconsider the stupidity of any action against the third player who basically has had enough and now that China sees a larger playing field, they will take that option, especially if they can do it for a few Yuan more. That too is missing from the equation. That gives us a new discussion or consideration. So here is the new setting, it is not whether we were looking at a square or a rectangle, but we were looking at three points of an octagon/polygon. We were seeing the points correctly, but the stage was not properly marked and that makes neither wrong, it makes us both incomplete and consider that I am a mere blogger without a economics degree and the other player is the Australian Financial Review (and many other newspapers), who has the better excuse for not seeing the whole field? Consider that for a moment and consider the people pointing fingers at Saudi Arabia, why are they pointing there and not in other directions as well. In all this I believe that they have the proper reasons, can the same be said for Brent Crude? I will let you decide.

Enjoy the day.

Leave a comment

Filed under Finance, Media, Politics

Presentations of what exactly?

That is where my mind is at today. This is not some setting of she said…she said. This is not one against the other, this is about what is real and what is mediated fake. There is a gap there that is as wide as the Grand Canyon, but the media is intent on making that gap seem like a little bump, something that can be discussed, even if they have made no headway in over two decades. 

To see this, we need to look at two sources. The first source is the Middle East monitor (at https://www.middleeastmonitor.com/20230408-cia-chief-visits-saudi-arabia-to-express-frustration-about-iran-rapprochement/

Source 1
Here we are given ‘CIA chief visits Saudi Arabia to express frustration about Iran rapprochement’ with the text “Burns told Saudi Crown Prince Mohammed bin Salman that the US felt “blindsided” by Riyadh’s rapprochement with Iran and Syria – Washington’s global rivals – according to the Wall Street Journal, citing sources familiar with the matter. It cited a US official who said Burns discussed cooperation on intelligence and counterterrorism with Saudi officials.

This is followed by my personal view

Bill Burns, in my personal view you achieved fuck all, in two decades Iran was able to push, your governments actions had no impact and over the last three years we saw Iran successfully smuggle weapons and gear to Houthi Terrorists. The media (with a little push) ignored the presentations of Colonel Turki Al-Maliki. Your organisation ignored facts, your organisation drowned voices and all for the good of the United States at the expense of everything. It is also a personal view that the CIA has been acting to achieve maximum destabilisation so that the USA had the big presentation to be the solution to everything Middle East based. How long did you think that you could continue that path?

I believe now and have always been of the mind that Saudi Arabia needs to do what is best for its country and its citizens. On a side note ‘rapprochement’ means “an establishment or resumption of harmonious relations”, which is presently not the case and might take some time to get to that level. So as we are given “The United States and Saudi Arabia for decades have cooperated closely on counter-terrorism and other intelligence matters” I have a few other issues, it is my personal belief that the US merely wants to know everything that they can (which makes sense) and they are doing it at the cost of everything and anyone. In this we can point at the case of the alleged thief and alleged traitor Saad bin Khalid Al Jabri. So how are they working together whilst Saad bin Khalid Al Jabri controls a CIA portfolio of a lot of money. So how close is the USA working with Saudi Arabia? It is merely a question, but the numbers are starting to add up and now that Saudi Arabia has decided to lower the oil deliveries by a million barrels, the US economy is starting to hurt really bad in America. It will not be visible for at least 60-90 days, but by the summer the US will be in deep waters and they need a solution, their inactions are going to be the cause of their own downfall. 

Source 2
The second source is Reuters (at https://www.reuters.com/world/cias-burns-reaffirmed-intelligence-cooperation-saudi-arabia-visit-us-official-2023-04-06/) where we see ‘CIA’s Burns reaffirmed intelligence cooperation on Saudi Arabia visit – US official’ we get to see here “The United States and Saudi Arabia for decades have cooperated closely on counterterrorism and other intelligence matters” the rest could be seen as bland bla bla. 

The US is now in a larger stage of being pushed out of the Middle East. I made references to this for at least a year, first failed strategies, then the failed actions regarding Yemen and now the economy will falter. The options for the US are now falling away faster and faster and they did it to themselves.

Saudi Arabia must do what is best for its nation and its citizens and the events we saw in the last 5 years give rise to the fact that the USA is no longer the best option. And whilst we lay blame (not me), consider the actions of the last 5 years including the UN essay writer. Consider what WAS real and what might have been, and we were given what might have been too often and now that China has been successfully courting Saudi Arabia other issues will come. Iran is considering a new stage where it cannot fight Saudi Arabia AND Israel. It is therefor in a stage to make islamic choices towards Saudi Arabia and that allows for Iran to focus on Israel. It does not sound good for Houthi terrorists, but that is life. And now the US will lose a lot more than they counted on and the damage is getting worse, a lot worse. Their arms industry is losing grounds to China, which implies that that well is drying up faster than a saucer of water in the Rub’ Al Khali. What happens next is anyones guess but as I personally see it, the US policies have failed and now they need to rectify largely or be cast out of the region, on the upside, the US can still cater to Tel Aviv and whatever space they have.

Leave a comment

Filed under Finance, Media, Military, Politics

Weird Wall Writing

Yes, that is what it amounts to and it is making me giddy. The BBC (at https://www.bbc.com/news/business-65157555, a mere 8 hours ago) gives us ‘Oil prices surge after surprise move to cut output’. Why is it making me giddy? Well that is simple. On March 29th I wrote ‘The snooze that does not wake’ (at https://lawlordtobe.com/2023/03/29/the-snooze-that-does-not-wake/). Then there was ‘Oil in the family’ on November 23rd (at https://lawlordtobe.com/2022/11/23/oil-in-the-family/) where I stated “Its games are now backfiring, should oil deliveries decrease by as little as an additional 1 million barrels US economy could implode with all the nightmares and trimmings that come with that.” The messages go on and on and it goes well before ‘Two Issues in play’ which I wrote in November 2018 (at https://lawlordtobe.com/2018/11/20/two-issues-in-play/). As such I have ben pointing to this danger for 5 years, but people all around me were shouting that I was mad, that this would never happen. Now the BBC gives us “the US has been calling for producers to increase output in order to push energy prices lower. A spokesperson for the US National Security Council said: “We don’t think cuts are advisable at this moment given market uncertainty – and we’ve made that clear.”” Oh, and how many oil farms does that person have? The US played the commodity war for decades and it has been to their favour for too long, now that idiots playing with the government credit card increasing debt after debt, the commodities that they do not own become an anchor. Oh, and that being said. How much oil did Brent keep on American soil to keep the price down? Last I heard 89% is exported. So before you scream, look at ALL the facts. So when I see “This surprise announcement is significant for several reasons.” Was it really? I warned for this danger for years, the last warning was a year ago and I reckon that the 1 million barrels a day will go to China. A stage everyone disregarded. So whilst we all cry against these mean mean Arabs, consider that America has been playing this game for favours for decades, now that the tables are turned it is suddenly a problem?

The second laugh I got from “Yael Selfin, chief economist at KPMG, warned that the oil price surge could make the battle to bring down inflation harder. However, she said that rising oil prices won’t necessarily lead to higher household energy bills.” Hah! Tell me another one, I got a bridge for sale, nice view on the Sydney Opera house. Yes, the price hike will not be immediate, but there will be a price hike, I feel very certain about that. Consider that 1,000,000 barrels a day might not seem massive, but there is already a shortage, as such the hike will come no later than 90 days for now (which is a personal speculation).  

Here the writing was on the wall and Aramco (as well as Saudi Arabia) might have had enough of the false friend naming by the US (EU too), this is their response, it is one that China has been looking forward to, I reckon Russia as well. 

And here endeth the lesson today. However I have another surprise coming up. After all these clowns shouting at me, I will make another IP Public Domain within the next 24 hours. I will show you just what Apple, Google and others missed out on and it seems nice for Tiffany (and Co) to see the impact of public domain, this time it is on Augmented Reality. Have a great day.

Leave a comment

Filed under Finance, IT, Media, Politics, Science

I’ll buy that for a Yuan

It is a little unlike I stated things earlier, yet Al Jazeera (at https://www.aljazeera.com/program/counting-the-cost/2023/4/1/can-russia-and-china-succeed-in-dethroning-the-dollar) gives us ‘Can Russia and China succeed in dethroning the dollar?’ I cannot agree, because personally I believe that any partnership there will be facing an united front to dethrone that idea. Yet I made notions to some degree that there would be coming a new world order, America is exiting the stage on the right and with the debts they have it is game over for them. If only they had taken my warning 25 years ago and overhauled their tax system. I personally hoped that the new world order would include the Commonwealth (I am commonwealthian after all). Here, in Al Jazeera we see more but not the names. In some sources I saw a list of countries. Yet I personally believe that this list is most likely to include China, Saudi Arabia, India and personally I would include the Commonwealth, not merely the UK. And the issue is that China could pull this off, the US and EU are too weak, they are all hot air and they aren’t getting the job dome, they are both too deep into debt and the EU is dragging half a dozen members along who are slowing them down, they all want a slice of the pie and aren’t contributing enough. 

Yet in my view, I never considered dousing the dollar (perhaps my folly), and with oil being the ignored requirement Saudi Arabia becomes a required ally for that new order. India with its consumer base of one point four billion cannot be ignored either, that and the case that they have the ability to fill IT infrastructure needs nearly everywhere. There might be one or two other players China needs, but they will feel that inviting the Commonwealth might do the trick, as Canada in the west and Australia in the east will settle issues the assassination triangle will be filled. You know, I wrote about it. Segregation, Isolation, Assassination. America segregated itself with silly settings of free speech (Karen’s anyone? Proud boys and that list goes on), now they are one step away from becoming irrelevant and obsolete, if only they had acted these last to years. We saw someone start an insurrection, claiming to take the nation back. This act is now 2 years old and still the people behind it all are walking the streets free with in the end a porn star ‘saving’ America. That time is now showing to be their downfall, inactions from too many sides is hurting them bad and all along China kept moving slowly step by step and now that China has infrastructure and defence deals their goals are almost met. The wet merely grinds towards a halt through inactivity. The news is all around us and the media is carefully ignoring a lot of it. The benefit of stake holders I speculate.

I warned of parts of this well before 2019, well before covid and now that timeline is nearing completion. That all sounds nice, but am I correct? That would be a fair question, but consider that the larger deals out there involve China and Saudi Arabia, who of them has the US dollar? I am not saying this is essential, and as long as there is an alternative, these two might seek the alternative. And consider the two refineries that are commencing the build, where will the oil come from? Exactly, from Saudi Arabia and the peace process that China instigated will give them even more oil, we might shout loudly, but in the end, the US gave us the expression that was hanging around too many necks. Money talks and bullshit walks. And now others are telling the US to keep on walking.

I merely hope that this new order will exclude Russia (who is now presiding over the Security Council) and it will include the Commonwealth. Now consider that the United Nation Security Council (UNSC) has been around since 1945 and we are given “The Security Council’s five permanent members, below, have the power to veto any substantive resolution; this allows a permanent member to block adoption of a resolution, but not to prevent or end debate.” Now consider that NO ONE seemingly had the idea to remove the veto right of any permanent member who instigates a war for the duration of that war? For some reason that never dawned on any of them and the 5 members (China, United Kingdom, Russia, France and the United States) merely accepted that setting? How is that working out for them now?

The United States is now massively boxed in and to a much larger degree it is all due to their own inactions. As such there is every chance that the mediocre 5G technologies will soon see a lot more of Huawei, because they have been fully rolled out in China and Saudi Arabia, who had until recently (I didn’t recheck the numbers) a 5G network that is 700% faster than the US, how is that adding up to your view of a technology first nation? To be behind Saudi Arabia, South Korea and Canada? Al Jazeera raised a point that most were happily willing to bury anywhere, but I believe it is slightly too late for that. 

Enjoy the day and for your consideration there is a Canadian 16 year old blasting a whole range of records and she set at least two new world records. According to CBC, she is nowhere near done yet.

Leave a comment

Filed under Finance, IT, Media, Politics

Focal and blinders

We all face them at times, I am no different. The problem is when is what what. Let me be a little more clear, in my case Microsoft is an issue, as I personally see it, if they buy Blizzard, they will need $92,000,000 of profit a day just to break even with the purchase of 3 houses (Mojang, Bethesda and Blizzard), now this is not set correctly, they bought Mojang some time ago, as such the amount is a few million less, but it is not less by much. They already crashed Redfall PS5, which they are allowed to do. They are allowed to do whatever they need to with what they own. Yet, consider that the PS5 has well over 30,000,000 consoles in the field and they allegedly need $92 million a day, does the act make sense? So am I concentrating on a focal, or a blinder. Consider that a blinder lets you NOT see in a specific direction. We attribute all kinds of ‘evil’ towards Microsoft, are they blinders or are they seen as the result of a focal? That is actually a lot harder to answer than you think. When is one could also be the other.

As such I have been concentrating on my two IP projects. Project Graveyard and Project Cluster. Two very different software and hardware IP settings. They both fit the Amazon Luna and optionally whomever buys the Google Stadia, which is why Kingdom Holdings was on my radar. One will be a decent downfall for Microsoft the other no less, but also takes the steam out of Facebook, and as such Amazon was the logical path to take and not just merely logical, Amazon was about to get a whole new range of revenue because of it. Yet I try not to be smitten by either blinders or focal (no matter how much fun they are). As such I saw the appearance of Tencent on time and even as several players are willing to ignore Tencent, I cannot and I will not. Tencent has seemingly the ability to unite gamers. In addition it allows China to grow in one additional industry where Americans thought they would not exist and now Microsoft in particular will have a problem because of the required $92 million a day will become a nose grounded with an anchor around the neck of American economy. And there are plenty of nay sayer spinners on the internet. It is all Microsoft and they are all getting on top of things. So lets have a go at that list 

1. Microsoft would acquire Mandiant to solve their solarwinds issue
There was one news cycle and then suddenly it went dark, there was no more news. I raised it in ‘What we hope for’ on March 7th 2022 (at https://lawlordtobe.com/2022/03/07/what-we-hope-for/). It became part of Google and it is a Google solution now. After that Microsoft and cyber solutions went a little dark on the matter.

2. Microsoft had a new Tablet to WOW the world. No, it didn’t never got close to the Apple iPad and it got even less close to the iPad Air, two devices that were more able and had a larger following and it still does. It still has a lot more to offer, but the spinners came with the ‘with the keyboard it was a more complete laptop’. No, it was not and it will never be that more. I saw people howling with agony as they saw failure after failure on their Surface. I still see some people trying to spin that thing. A $1650 solution trying to win over a $500 iPad, all whilst Apple has the more versatile device.

3. Microsoft has the cloud solution, Azure. Smell it, it smells nice. Which is laughingly the biggest loser of them all. In clarity, Azure is not bad, it lacks and it has no business in gaming. Azure is the Microsoft solution and after 3 years it is nowhere near ready to take on the AWS (Amazon Cloud solution). Last month someone wrote (not me) “Azure is more costly. Azure is the finest alternative for a robust Platform-as-a-Service (PaaS) provider and even a Windows integration. If a company needs infrastructure-as-a-service (IaaS) or a wide range of tools, AWS may be the ideal option”, so where are the SAAS and GAAS comparisons? And when I look, there is always a hidden issue where the people are promoting THEIR solution, no matter whether it involves AWS or Azure (Google is falling behind too much). At the moment the marketshare of AWS is a lot larger and in some reports it seems like Google cloud and IBM cloud are underreported. What matters is that this is another field where Microsoft is not ahead. 

4. The Microsoft gaming console is the most powerful in the world. It might be true, but the weakest console of them all (Nintendo Switch) surpassed the Microsoft sales numbers by a lot and did it in half the time Microsoft with their X/S console were in the field. Even now, these numbers of X and S series consoles are aggregated, the loss is that defining. They are way behind  the PS5 with their X series console, but it is the most powerful in the world. In addition the PS5 has a whole range of next generation titles that goes into the dozen and the Microsoft console is lacking there, even after two years it is still lacking in Next generation titles. 

I will ignore issues 5,6 and 7. 4 fields where Microsoft will need to do a lot better and for years they were not able to do so. So where is that $92 million a day profit coming from? I cannot see it, can you? And that was merely to claw back the investments on gaming alone. Amazon is hungry and they are driving their AWS (and optionally their Amazon Luna too) making the pain for Microsoft larger. Apple has a firm grip on their devices and even as we might not like Apple, their devices are solid and Microsoft has no chance of driving a wedge there. And as I see it, they already lost the console war. In that environment Microsoft is bleeding revenue all over the field, their books are red with blood and red ink. And for their security I have not seen an alternative for Mandiant (owned by Google). So where are they now? When will we see another Solarwinds? It is not a given, but they lack in cyber security, so I fail to see how they will stop the next wave. 

And now the battle field changes further, Tencent is about to arrive, I merely wonder if that was one of the reasons why the E3 was cancelled (I honestly do not know). If Tencent arrives, it arrives with more options and more settings than the Microsoft console field will allow for, no matter how that plays out, it makes the Blizzard $65,000,000,000 a massive anchor around the neck of Microsoft and it will hurt them, no matter what ideas they have. Tencent has been funding a lot of Unreal engine 5 stuff, as such they could wow the gaming community and if they are going the direction I am speculating on, it will hurt both Microsoft and Amazon to a larger degree, in this the pain to Apple remains unknown, or it might be minor. And that is all before some figure out that Project Cluster will enable a lot more than anyone considered, it was meant for that, to be ready for national 5G implementations. How many of them did that off the bat and how many (implying Microsoft) stated “We will get to that when it is ready”, it is the short term focal point of a quarter by quarter BI person. In this none of them have a real long term focal point and that is why Tencent is a danger to them all, they are focussing on 2025 and 2026 (the year Microsoft allegedly collapses).

So is Microsoft my blinder? Is it my focal, or did I see the stage for what it was one that offers great options for some and not that much for others. They limited their abilities by hanging an additional $65,000,000,000 anchor around their necks. I am calling it as I saw it. Perhaps I am wrong, you tell me. I gave you the numbers and the works, you can do your own research.

Leave a comment

Filed under Finance, Gaming, IT, Media, Science

The snooze that does not wake

It started some time ago, but the recollection that The Conversation gave me was enough. I saw the message around 05:00, as such I needed some time to recollect the information. But we get to that in a moment. The Conversation (at https://theconversation.com/as-longterm-partnership-with-us-fades-saudi-arabia-seeks-to-diversify-its-diplomacy-and-recent-deals-with-china-iran-and-russia-fit-this-strategy-202211) gives us ‘Saudi Arabia seeks to diversify its diplomacy – and recent deals with China, Iran and Russia fit this strategy’ It sounds simple enough, but it is not. You see, the story gives more than one quote that is important. I prefer to focus on “Riyadh and other Gulf capitals as leaders began to question U.S. credibility as a reliable regional partner” that was the gemstone not the only one, but this one matters. You see, you cannot deny allies the needs they have and then make demands from them as an ally. Like cheap oil. Saudi Arabia wanted to grow its national defence systems and America said, well,  one part said yes and then congress said no, America said no. So now we take a small trip. A trip to ‘The Persian Gulf match’ (at https://lawlordtobe.com/2019/06/06/the-persian-gulf-match/) which I wrote on the 6th of June 2019, almost 4 years ago. There I wrote “The actions of the American US Congress have shown that what they regard as being an ally is not what an ally is; it is not even what a wannabe ally would consider to be. As such apart from your advancement in technology and infrastructure a much larger foundation for your national defence is seemingly essential in the immediate future. The shown delays that the European Union have shown to be regarding Iran, Turkey and terrorist organisations like Hezbollah give rise to the essential need of China to become part of that solution.” It was part of a concept letter addressed to the Saudi Royal family. I wrote this almost 4 years ago and now we see this coming to fruition. Saudi Arabia is on the verge of buying a renewal of military goods from China, not the EU and not the US, setting their coffers back close to 20 billion. And now the stakes are increasing.

This is seen when Reuters informs us that Saudi Arabia is agreeing to build a new petrochemical refinery in China. The stage is that the two refineries will be able to process over 500,000 barrels a day. The fine print is not known, but I am willing to make a serious bet that China will soon get its hands on 500,000 barrels a day extra and I feel certain that this will come off the allotted amount for the EU and the US. I warned several times of this danger between 2019 and 2023, look it up, it is done in clear print (at www.lawlordtobe.com). I did not see the refineries in that mix, but for some strange reason Crown Prince Mohammed bin Salman Al Saud will not tell me what goes on in the Kingdom of Saudi Arabia, what a surprise. But the larger stage is now taking shape. First the defence industry, then other enhancements and now the reduction of oil towards the west. That was the danger stage we all faced since 2019, and US congress and other Americans wanted to play egomaniac, they were the strength of the world. Guess what, you need money to pull that off and America only has debts, which now is about $30,000,000,000,000 and there is no way back. That stopped a year ago when America forfeited billions in revenue and that list is merely increasing. Now that China has a firm grip on opportunities all over the Middle East their goal is merely increasing. And I tried to warn people of this, I tried to warn the UK to step in or lose it all and as the Typhoon didn’t make the Saudi choice, I reckon they are missing out too.

The setting is “U.S. credibility as a reliable regional partner” that is what President Biden needs to resolve and he needs to resolve it now, any opposition from Congress and the problem merely grows and accelerates. That was what I saw in 2019, that is what is happening now. A stage clearly foreseen and ignored by the US windbags. To be honest I had hoped to serve Saudi Arabia in some capacity and optionally score 3.75% commission, which does not seem much, but over a billion it is still $37 million and if the work is for more than a billion, that bonus merely increases and assures me of a nice retirement parachute. 

So how long until that refinery is build? How long until we get hit by the small print that well over 500,000 barrels of oil a day will go to China? I honestly do not know, but I reckon that this news gets heralded when the refinery is around 95% complete. The timeline? I cannot tell, can you?

1 Comment

Filed under Finance, Media, Politics

A nice surprise

It started early this morning, the BBC (at https://www.bbc.co.uk/news/business-65057809) gives me ‘Jack Dorsey business target of Hindenburg report’, so someone is finally asking questions of this person? With the byline “Tech billionaire Jack Dorsey is facing scrutiny, after a report accuses the payments company he leads of inflating user numbers and catering to criminals” one part some people noticed that about Twitter, which is why Elon Musk paid well over twice the price and no one in the media was willing to ask questions. I know nothing about the payment company, as such I have no view. The catering to criminals is new, not sure where I stand on it. As such when I see “Block, which former Twitter boss Mr Dorsey co-founded in 2009 and leads as chief executive, said it was exploring legal action against Hindenburg for the “factually inaccurate and misleading report”.” I stopped my response as I did not want to give more ammunition to Jack Dorsey, but the statement ‘factually inaccurate’ requires investigation and data. So as we are given “Now worth more than $30bn (£24.4bn), it was renamed Block in 2021, to reflect another, fast growing side of its business: Cash App, a payments app that was the focus of Hindenburg’s report.” No one seemingly reacts and that is fine, these places happen. Yet the setting is that it grew by well close to 1,000% over the period of less than 8 years. That implies a 125% year on year growth, that is a bit much and the accusation seemingly makes sense. And the criminals (or organised crime) would see the benefit of a cash app. There would be all kinds of benefits for them. This does not make Jack Dorsey guilty, but after the Twitter debacle it makes sense that a deeper look is given to this event. I reckon that I would be able to find a few more items if I had access to all that data, but that is the second stage. Not merely the data, the income streams would be invaluable for a player like China (or Russia for that matter). So as the BBC gives us “While conducting its research, Hindenburg claimed it had easily created obviously fake Cash App accounts in the names of Donald Trump and Elon Musk and made public records requests, which allegedly showed that Cash App was used to facilitate millions in fraudulent pandemic relief payments from the government.” Which leads to “that reflected “key lapses” in compliance processes” and there is one of the elements I warned for for well over two years. The BBC calls (or quotes) key lapses, but I see another fintech app lacking checks, balances and the ability to vet the correctness of information. And the added ““Former employees described how Cash App suppressed internal concerns and ignored user pleas for help as criminal activity and fraud ran rampant on its platform,” Hindenburg said. “This appeared to be an effort to grow Cash App’s user base by strategically disregarding Anti Money Laundering (AML) rules”” merely gives rise to my thoughts. And the world seems to be stagnant to act to any FinTech when needed. Yes, we see it at the BBC now, but how many more will look into this? How many media will give Jack Dorsey another free pass? I cannot tell at present, but over the last 11 hours the media did not go nuts over this, yet jokes like the ICIJ with their Pandora papers, their Pickwick papers and their cups of tea are seemingly in the dark on too much of this. So whilst some will wonder why Charles Dickens comes into play. Consider “A great hokey-cokey of eccentrics, conmen, phony politicians, amorous widows and wily, witty servants, somehow catching an essence of what it is to be English, celebrating companionship, generosity, good nature, in the figure of Samuel Pickwick, Esq, one of the great embodiments in literature of benevolence.” Now consider that view whilst I edit that part into “A view of FinTech solutions, conmen, phony media, and, silly exploiters, somehow catching an essence of what it is to be a wannabe, celebrating greed, need, and exploiters, in the figure of an unknown person at present, one of the worst instigations of hardship creators” it took less than a minute to get to that part of the equation and the crumbles of the media pie were all over the table for well over a year. So it is good to see the BBC make mention of this, but I wonder who will follow and will there be a real investigation? And I have to make one alteration, the Australian Financial Review got there about an hour ago, so they were on the ball. Yet who else was? Not that many for sure. 

This situation is still fluidic and I will take more looks, because I think I owe people like Elon Musk to take a larger look into this person, merely for the reason that the media refused to do so and that ain’t right. So will Jack Dorsey join the flock containing people like Elisabeth Holmes and Sam Bankman-Fried? I do not know, that is for a court to decide, at present it is an accusation. But in this the BBC has for the most been a righteous party, so for now they are getting the benefit of the doubt and the fact that the AFR is supporting that view is not a bad thing either. Perhaps the twist and dance of Jack Dorsey is in its last stage Time will tell. 

Leave a comment

Filed under Finance, Law, Media

Two sides to anything

Yes, there are two sides to anything, there is their side and there is your side, then some say the third side is the truth, but that tends to boil over to both other sides. What matters is what we need to believe and in this day and age this is getting harder and harder.

The issue is the CBC article ‘U.S. ran secret probe into China’s operations in Canada, new book alleges’ (at https://www.cbc.ca/news/world/us-dragon-lord-probe-book-1.6783063) here we get to two issues. The first is not if it is true, we can merely assume that this is the case. The issue is that this is an event that started 30 years ago. So was there no aftermath, was there an investigation, and were protocols upgraded? We are given “The book says the project, code-named Operation Dragon Lord, led to an unnerving takeaway: that Beijing’s activities in Canada represented a security threat to the United States”, now we do get that Americans are good at tall tales and not just when phishing, it happens with a rod and with other equipment too, but if there was a real threat this threat wasn’t just for the USA, it would have impacted the Commonwealth via Canada and Canada as well, so where is the follow up? But then we get the most damning of all quotes. With “Canada was aware of these threats for 25 years and has allowed them to manifest” we see Scott McGregor, a former RCMP intelligence official give out the lash in no insignificant way. There is the thought that politicians are merely late to the party, but that would be wrong. Something set this off and there are a few scenarios that come to mind. If someone told me that MY country was being used to spy on the US and my name was David Vigneault, the first question in my mind is not what are they spying on, but ‘What are they spying on here?’ And that is the larger stage, from that statement we get to the implied thought that Canada has been overrun by sleeper agents and deep cover installations that have been creating a cover for decades. So how many Chinese people came to Canada since then? I do not know the answer and out of 100 perhaps 1 is the fishy one, but these people have been able to apply a cover for decades, good luck finding them now.

Then we get “The five-page memo says the American probe examined this alleged alliance of convenience between Beijing and criminal groups” merely 5 pages? The fact that there was a memo is not the setting, the mention that it was 5 pages is a concern, 5 pages over 6 agencies implies (not proves) a minor work that is little more than a homework exercise. I cannot tell how much of a danger China is, and with the wok seemingly done on it, neither can you.

The BS document by the UN on Khashoggi was at least 106 pages, as such they hid their BS in ink, China wasn’t given that courtesy with the 5 pages the semi-interested parties took. Weird eh?

Lets be clear, we spy on them, they spy on us. That has been a given fact for a very long time, as such I am not overly bothered, but the idea that a local intelligence agency is dragging its feet for decades is concerning, not merely because of China spying, but who else has been spying on us and we merely shrugged? Now we see more and more Russian actions all over the place and we see very little action against these people and now we do have a problem and that problem is likely to be seen all over the Commonwealth. I have no delusions that they are alone in this, they are likely the first one to be found dragging their feet which is not good. So what happens next? I reckon that is known when the CSIS reports to parliament this Monday, and that is the earliest when we learn what will be next.

Leave a comment

Filed under Military, Politics