Tag Archives: China

May 26, 2025 · 06:03

To all the dopey’s in the land

It sounds weird, but there are times that I have to flex my disgust. It might not be nice but at times you cannot stay indifferent to ignorance. And as such I start this Monday with a blog with a little scent of negativity. So Yesterday I saw an image. It doesn’t matter who send it as I do herald free speech at times. The person did nothing wrong and perhaps they believe this to be true. But I know better, or at least the evidence (I am pretty much always driven by evidence) gives my view the larger credibility.

As you can see, it is seemingly a leftish opinionated view. Some people feel that way and that is their right. But I have looked into this and what do I get as my response to “Based on what evidence?” I get:

As such, well I have read books (plural) the works of Stephen King, Alistair McLean, Desmond Bagley, John Le Carre, William Gibson, JRR Tolkien, JK Rowling, James S. A. Corey and many many more. I would feel safe to say hundreds more. So I have read books. So the person who did this:

Yet more importantly, I also read the UN report on this issue which I discussed in ‘That was easy!’ Which I did on February 27th 2021 (at https://lawlordtobe.com/2021/02/27/that-was-easy/) I shot holes in that document by some UN essay writer and I specified them, but there was one part I left out in the open. There was also the fictional setting from a book called ‘Blood and oil’ written by two wannabe reporters (as far as I can remember) and my response was “All whilst the report that gives us “the Crown Prince’s support for using violent measures to silence dissidents abroad”, a stage that is not met with actual facts and factual evidence.”

It is evidence that counts. Do I know that he is innocent? No, I do not, yet the law was unable to prove this to any degree and more important the media made all kinds of speculation whilst hiding behind ‘might’ and ‘could have’, similar to the UN report where we see terms like ‘high confidence’ by the CIA and ‘high confidence’ is not evidence. These are the people who claimed Iraq had Weapons of Mass Destruction (WMD) and they never gave us the factual evidence even though even though they had around 16,000 troops there. Evidence counts and we weren’t given any. It is as I personally see it ‘an American smear campaign’ and Huawei can tell you what that is like. They are still going through it. So what was the ‘evidence’ I omitted? Well we have all heard of those torture tapes but no-one (I say again no-one) gave us any factual and forensic evidence of this/these tape(s). There is not forensic report stating how long this torture lasted, forensic evidence that it was the voice of Jamal Khashoggi and such matters. Perhaps it exists and perhaps it does not. In the meantime the media threw all kinds of loosely connected stories and more than one by people who were ‘protected’ by anonymity.

That is the factual setting and the story I referred to has the actual document that the UN spread, so feel free to check that reference and the list of issues I found within an hour, isn’t it strange that the media never did that? It is the result of a smear campaign on behalf of a stakeholder vying for the needs of unnamed people. 

As such I debunked the setting of “On the left, the guy who ordered his 15-man death squad to kill and dismember American journalist Khashoggi in the Saudi consulate in Istanbul.” In the first what order was there and who gave it? Then we get to “kill and dismember”, how is that proven. There was never a body and as for kill? Apparently he is living the sweet life on Bora bora with his mistress. A speculation that was never proven either. We merely know for a fact that he was at some point in the Saudi Consulate in Istanbul. That is all we know for sure. The rest is speculation and even the UN resorted to an essay writer, to set certain cogs in motion. Is my evidence any better? I can agree that some people state that this is not, but I am resorting and critically analyzing the data we are given and I used that UN document. At no point did I use any Saudi Documentation. So have a great day (it felt good to get this of my chest yet again).

135 minutes until breakfast.

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May 25, 2025 · 00:15

When the setting fits

That is at times the thoughts we have. Now, let me be clear. This is pure speculation. It is speculation because I am not in politics (not even the shady kind) and as such it cannot be presumption. There is no best educated guess, there is merely a best guess and the setting fits several thoughts I have had in the past. It all seemingly fits. It doesn’t make it more true or more reliable. 

That is something you need to keep in mind from the start and this was all set in motion through Reuters, who gave me in the first instance (at https://www.reuters.com/business/apple-pay-25-tariff-if-phones-not-made-us-trump-says-2025-05-23/) with ‘Trump threatens new tariffs on European Union and Apple, reigniting trade fears’ and here we see “U.S. President Donald Trump threatened on Friday to ratchet up his trade war again, pushing for a 50% tariff on European Union goods starting June 1 and warning Apple he may slap a 25% levy on all imported iPhones bought by U.S. consumers. The twin threats, delivered via social media, roiled global markets after weeks of de-escalation had provided some reprieve in the tariff battle. Major U.S. stock indexes and European shares fell and the dollar weakened, while the price of gold, a safe-haven for investors, rose. U.S. Treasury yields fell on fears about tariffs’ effect on economic growth.” A few thoughts came to mind. In the first “The twin threats, delivered via social media”, as such why not in an official setting? Why via social media? Is it because the threats might get rolled back? Is it because of non-repudiation? Then we get the Apple setting, why in America? Why is this so essential? (I will get back to this later on). And a few other thoughts are to mind. Then the article ends with “The president’s attack on Apple is his latest attempt to pressure a specific company to move production to the United States, following automakers, pharmaceutical companies and chipmakers. The United States, however, does not mass-produce smartphones – even as U.S. consumers buy more than 60 million phones annually – and moving production would likely increase the cost of iPhones by hundreds of dollars” keep this latest quote on the forefront of your mind for now.

Then Reuters gives us (at https://www.reuters.com/business/aerospace-defense/us-justice-department-reaches-deal-with-boeing-allow-planemaker-avoid-2025-05-23/) ‘US Justice Department reaches deal with Boeing to allow planemaker to avoid prosecution’ the two are actually more connected than you would think. Even as we are given “The agreement allows Boeing to avoid being branded a convicted felon and was harshly criticized by many families who lost relatives in the crashes and had pressed prosecutors to take the U.S. planemaker to trial. A lawyer for family members and two U.S. senators had urged the Justice Department not to abandon its prosecution, but the government quickly rejected the requests.”

Then last we get yet again from Reuters (at https://www.reuters.com/business/energy/trump-seeks-fast-track-new-nuclear-licenses-overhaul-regulatory-agency-2025-05-23/) ‘Trump seeks to fast-track new nuclear licenses, overhaul regulatory agency’ with the subtext “U.S. President Donald Trump on Friday ordered the nation’s independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants, seeking to shrink a multi-year process down to 18 months.” All this sets a premise of revenue. Boeing, the reactors and last (which I gave first) was the tariffs. America is desperate for revenue and I reckon the setting of the Microsoft linked firm going bust after being evaluated for a billion dollars didn’t help his need. He needs all revenue to come from America and all made there. It isn’t merely America First, it is the speculated setting that America is about to default on its loans. Well that Is how I see it and I might be wrong. The entire setting with the added setting of Greenland and Canada is that he cannot claim that America has plenty of resources making it a lot more wealthy, for that he needed Greenland and Canada. No, now he needs to move it all to America and that is where the problem starts. Because America wasn’t ready for that move, but that is as the America administration sees it, the problem on (and for) Apple. As I see it, this is a speculated final move before the American President has to admit that payment deals need to be made and they want to push it back as far as they can as the number one fear is that others will massively dump their US Bonds and that would instantly call for the near complete dismemberment of the United States of Bankruptcy. 

Could I be wrong?
Yes, I can be wrong. But this image seems to fit the partial shorts we have been able to see. The second option is that President Trump has completely lost it, but I do not think so. Too many settings don’t fit that view of him. Yet the knee-jerk reactions to keep on being seen as an “able to make payments nation” seems to fit the bill more. I reckon that the news last week regarding that Builder.AI is now commencing insolvency proceedings was perhaps the drip that broke the camels back as the expression goes. It is before Saudi Arabia and others would be pumping money into the United States, so there is that to come as well. As they say money must flow and the actions done (especially regarding Boeing) is all about revenue, not about the family of victims. Then we loop back to January when President Trump announced ‘Trump announces a $500 billion AI infrastructure investment in the US’ here I speculate that this was all about some Microsoft setting, at least in part and now that Builder.AI has become insolvent and it was backed by Microsoft gives rise to the 500 billion being set on shaky grounds. It’s like looking at the Chrysler building seemingly coming closer to view until you realise that it was build on a quicksand. And they figure this out after the building was complete and now the top of that building is making the rest sink into the marsh. As I see it (which is presumption in this case), is as AI doesn’t exist, that they had made clever moves with DML (Deeper Machine Learning) and LLM (Large Language Models) and that requires programmers and some extended programming, but the deeper you set your teeth into the pie, the harder it is to open your mouth without coughing up the pie. And the bad decisions made with Builder.AI (I do not know what they did wrong, but that is what some media gives us, you can read that in yesterdays story).

When this goes wrong with 1 billion, what do you think that 500 billion gets you? There are only so many programmers who are adept in this form of programming and that is before all the data is validated, which if it fails makes for a totally new timeline and that is the crux of this setting. 

But feel free to ignore these settings and see what happens. That I what I think is happening. Microsoft fell short and others might not be in the market for such a failure and when the 500 billion stays away foreclosure of the land of the forsaken and the home of the arrogant falls flat. 

Here in all this I might be wrong, I admit that upfront. The question that comes to mind. What is it? Why do we get such a knee-jerk operation from left to right and from beginning to end. Now we get the news that is 15 hours old. ABC (Australian Broadcasting Corporation) gives us ‘Reserve Bank on high alert for economic fallout as Donald Trump continues to spook investors’ If I am correct than this act is merely for the ones that holds these bonds will keep on holding on to them. And the second setting is “The bond market is now regularly questioning the value and stability of US government debt.” As I see it, the nightmare scenario for President Trump. He cannot pay anything over 10% of 36 trillion. When that happens America defaults on its loans. The nightmare that Wall Street fears. As we are given “In the lead-up to the passage of the bill through the US House of Representatives, the US Treasury Department tried to secure $16 billion of funding through the sale of 20-year bonds. It found the auction harder than usual to execute due to a lack of demand from investors.” And as I see it, making the other funds ‘more’ dodgy will work for the American administration and as such are the actions that I am seeing. Not because they are great actions. It is bullying not to go somewhere else and I admit that this is merely speculation. 

I leave it up to you do decide if I am right or if I have a case for my train of thought. But this is what I see, merely because I have been looking in this direction all along. And Moody’s downgrade, US debt had become riskier for the lender. That is a simple conclusion you can all consider to get behind. But if that is the case, the outstanding bonds are a bad bet because these bonds do not get reassessed, that is the bad bet they went into and the next step we get is when Moody’s set the credit from AA1 to AA2. But what happens after? I don’t think that the holders of these bonds will wait that long. They will sell wit a loss as not to see there bonds become ‘Junk’ material and those people will lose a hell of a lot of money. Consider Japan as it is with the debts they have also have around $1.13 trillion in US bonds and China holds $784 billion. If China dumps their US bonds, Japan will be force to do the same as not to lose too much money, but the  investors were already shy of the last auction and that was only for $16,000,000,000. Now we see that there is a risk that China sets 50 times that amount up for auction as such Japan is seeing the pressure to act before it is too late as it has almost twice the amount of China and the first of these two might get some money back. The one that flinches losses it nearly all. 

How would you see such a risk? And that with the Reuters articles made me speculatively realise that America is in a lot oof hot water at present, but my view is speculative. I have no hard data to back my thoughts, be aware of that. By the way, there is a second reason for the reactors, but I’ll let you work that one out for yourselves.

Have a somewhat great day.

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May 23, 2025 · 06:58

America of the Dead

I would want to set the stage as “The names of players and places have been changed to protect the greedy”, but that would not be true. This is a pure work of fictive imagination (based on real events) as there is no City of Anvil in Canada, There is (to the best of my knowledge) no Benirus Manor and to the best of my knowledge no Velwyn Benirus, as such, lets get this show on the road. 

BEGIN

There is a setting we all tend to ignore as it is easy to avoid knowledge when you can turn away from the facts presented to you. The American economy is in a spell, Wall Street is perhaps days away from retiring America’s Credit Card, time is up, the funds have dried up and in the last 6 months disaster upon disaster hit the shores of Wall Street. The MateBook Fold, which was released to the world in late 2025 took the planet by storm, the EU and Arabia almost instantly adopted it, HarmonyOS captured the world and the new settings changed everything. Google lost almost 15% market share within the first 6 months. And as TikTok showed a much larger impact, it lost 20% there too. Microsoft buckled as it had nothing to compete with and Apple was losing over 5% market share in the first three months. America’s economy has pretty much done for. The price of lack of innovation and the reliance on its own spin marketing. When results cannot be vouched for and revenue goes down an economy will be forced on its knees within a year, no matter how good your spin is, Wall Street demands results. Ad it was not the only element. There were the disastrous notions of AI, or NIP (Near intelligent Parsing) as it was blended into. AI was pretty much dead. All the hype demanded more and more results, but the bulk of the programmers couldn’t keep up with the hype and that made a collection of several companies shed a combined 900 billion dollars, and in the time of Wall Street draconian settings, results must be shown. And America was out of options, they had to result to attempts to annex areas. The first failure was Greenland, the EU and Canada stuck to their guns and the EU called in help from China as it could not counter a war on two fronts and China reacted positively. Then America tried to ‘annex’ their 51st state and that was in an impasse as the Commonwealth collectively came to the aid of their bigger brother. But that fight was not over, the President of the United States called  to the TV networks to the aid of MAGA and the people responded and this is such a story.

In Shelburne (Canada) is a house, the house is quite old, it was build around 1795, against all odds, as most of the town was build out of wood, this house was build from bricks, mortar and stones. The original owner was a stone mason and for years he created the house, stone by stone and in the unofficial suburb of Anvil, which was by Black Brook, just of Glasgow Street was Anvil. It was unofficial as that place had a mere 4 houses. The house was deserted, it was seemingly haunted and had a local appeal, especially with the younger folks as it was a place where you call out the chickens of the community, but over the years nothing had happened and it was a simple truth or dare place. And in 2026 things changed. The MAGA foundational idiots (for lack of a better term) decided to react to the call of President Trump and they invaded New Brunswick from Maine and pushed through to Nova Scotia. The 1500 RCMP were no match for the 11.000 heavily armed simpletons and as such they were handed a heavily defeat around Saint John. I heard they are building a memorial there, the entire state, as well as Nova Scotia is bringing the cash for that one and the reaction of the people has been nothing but stellar. Kids handing over their piggy banks to aid in this would bring tears to any parent. But that is about tomorrow, we are still dealing with yesterday.

So as the invasion proceeded it was the theoretically the second day. They stormed NB in mere hours and a 10:1 overwhelming force is no immediate match for Canada. But then the game changed because the truth or dare house came alive in the most peculiar way. The original oil lamps outside of the house started igniting and the fireplace lit up. The text was barely readable on the top bar of marble and it was in the fireplace, but the text ‘bydded i’r rhai sy’n byw trwy weithredoedd o frad, ddod o hyd i uffern dragwyddol’ lit up in the fieriest red, then turned white and an eerie sound of spectral people was to be heard, it was seemingly loud as people in the houses around it evicted themselves and ran for the church. It was at that point that the MAGA loving red hatted people came into view. They saw the house and saw it as a safe place. They entered the house, a mere dozen and that had the effect of the house flexing its stones and the setting these people got was even worse then the worst her they ever thought possible. 

At first there was nothing, a simple humming sound not unlike a generator and that is what the red hatters thought it was but in minutes they were surrounded by spectral wraiths, the wraiths slamming their claws into these enemies and the enemies that got of a shot merely realised that these ‘opposers of American Freedom’ were unharmed by bullets and within minutes, the red hatters were no more. The bodies slumped as potatoes on the floor and the wraiths seemed to lit up and they vanished. Still the setting was not done over the next minutes that they died their bodies changed, they took on Zombie like appearances, their flesh decaying in front of your eyes and soon the started twitching and they got up in clumsy ways and looked? Yes, that is the question, their eyes had become black pits and staring at the distance they merely started walking towards the places they came from. 

Yet the house was not done, there was a new eerie smell coming from the basement and the feeling of a presence was unmistakable, there was something coming up. It was still soft and unidirectional, but over the next hour it become more pronounced up came something that is seen in fantasy stories. It was a lich, it had the name of Dafydd Edwards and it was the original builder of the house, his grave was empty as the people concluded that he was dragged away and eaten by bears and in the early 1800’s it was a realistic premise. 

In the meantime the zombie alike people were getting back to the land of the not so free and they were creating mayhem, as the wraiths had made them pretty much impervious to bullets. And with every execution they made, they created new zombies, but there was something more. With every kill there was a small stream of light going straight into the direction where they came from. And within hours the 11,000 men had depleted to a few hundreds and they were running for their lives straight back into Maine where they were praying for insight and wisdom, but those who are not wise will not get it from a prayer, they merely remain as stupid as they were before. Still it was a few hours later and they had arrived in Bangor a more solid place where they could set up defenses. But in this day and age, where people had forgotten about real curses and that was the stage. It was a the next evening that the people feared. Whilst the news was in denial there was anything happening and President Trump gave his world the views he had implying that they are all seeing “Fake News” and “a big lie”, that he would never attack that “beautiful, beautiful 51st state to be” but the turnaround was coming and as the darkness set in, the city of Bangor in the state of Maine got a new view, hundreds of zombie like creatures, all dressed with a red hat and behind them was a shining white lich, walking upright and striding with prides. It was Dafydd Edwards, the shiny white came from the energy that the zombies had slain and Edward was shiny as the full moon on a dark day. As such it had gotten the energy of hundreds of slain Americans and with each attack Edward made on anyone, that person was given the trepidation of reality. His heart blackened with angst and the inability to aim or use his gun, stricken to move and that also came with an inability to move to any degree with agility. Their ability to run away was taken from them and as such the zombies made short work of them. America was losing a lot more than the economy, they lost their population.

THE END

As such this is a work of fiction. It is based on Bethesda’s Oblivion, Simon Pegg’s and Edgar Wright’s, Shaun of the Dead, America’s inability to set a budgets, Canadian values (against the 51st state mentions) and a personal need to come to the aid of the Commonwealth and in all this we shouldn’t ignore the innovation that Huawei brings to the table. So you all have a great day and for me it might be the first day since August 20th 2024 that I will not be able to make my 10,000 steps. The hard rain here, right now, is ghastly.

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May 21, 2025 · 19:28

What’s in a brand?

That is at times the question. Most of the world was to sink their claws into Saudi Arabia and we see all kinds of settings, some speculative, some going for the worst. The truth is that the Kingdom of Saudi Arabia is on the rise. Not merely because they are doing well (they really are), but the massive secondary reason is that they are a no-debt zone, just as the UAE is. So as we se that America is $46 trillion in debt, the EU has a debt of 14 trillion euro and Japan has a $9 trillion debt. Yet as the Telegraph a mere three hours ago gave us all ‘‘Worse than Greece’: The debt crisis threatening to blow up the global economy’ (at https://www.telegraph.co.uk/business/2025/05/21/trump-sparked-debt-crisis-could-blow-up-global-economy/) the truth is (speculative) that I personal believe that America is in a worse state, even as the America administration is in denial and the media is massively avoiding reporting on it. I personally think that the network of Stake holders is con spiritually involved as well. As I see it (based on the work of Cathryn van Kessel) that ‘(Con)spirituality as a curriculum of immortality’ is set to “If we are listening to marketing hype, it seems that—with enough money—we can live longer, healthier lives. These products, however, are often no more than consumerist swindling steeped in pseudo-science and pseudo-spirituality. When viewed through the lens of terror management theory (TMT), mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy.” My personal view is set to the premise of “mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy, it is a (sort of) given setting that the stakeholders are dwindling the settings of parameters and changing the premise of given values, creating confusing hype settings” This is merely a personal view, but it seemingly fits the patterns we see, or tend to recognise.

So as such we see “Because the assets that the country holds are still far more valuable than the debts. All the land, mineral rights, water, etc.” and this shows the pressures to add Greenland and Canada to America, as such they wouldn’t be considered bankrupt. Another version is “Because debt payments are still manageable” but here time is running out, as such the Trump administration is playing the bully card on Canada and Greenland. But here the dance becomes a problem as Canada is not giving in as it is part of the Commonwealth. And that is why Keir Starmer as Prime Minister of the United Kingdom is being catered to by the EU as the WU is in a similar predicament and the UK ‘re-joining’ the EU, the EU ends up with a credit card that gets renewed value. But the larger truth is that time for these three are running out and as such they are courtesan themselves to the Kingdom of Saudi Arabia. And now we see the larger setting that the article ‘Saudi brands reach $116.8 billion in value fueled by energy, banking, and telecoms sectors’ (at https://brandfinance.com/press-releases/saudi-brands-reach-116-8-billion-in-value-fuelled-by-energy-banking-and-telecoms-sectors) gives us, and the values we see are “STC (brand value up 16% to USD16.1 billion)”, it is number two. Number one is Aramco (of course) and that is oil and I didn’t want to ‘taint’ the setting. After that we get “Almarai (brand value up 20% to USD4.7 billion)” but the third one is the kicker “Saudia (brand value up 34% to USD1.1 billion)” and here is the setting of three out of the ten that these are brands that have a 16%, 20% and 34% growth, totally unheard of in western settings and as such everyone wants in. Wall Street pretty much demand these new settings, but this is not on Wall Street, as such several brands (including me) are pretty desperate to get in. And I have made a few unsuccessful moves and I will totally try to do so again and again. I told a previous boss a few years ago that they had to get there now, now the going is good. But alas, it fell on deaf ears and now as brands in the EU, US and Japan are getting desperate we will see a total new stage of in-fighting and spading their opponents. But as they diminish one another, the Kingdom of Saudi Arabia will get the cream of the crop at a mere 65% of the total value, because the desperate will sucker themselves to get into the game as early as possible, hoping that the going is good early in the game. I get that, I would feel the same way (as a non-captain of industry that I merely my view) and now that China is entering these fields as well, the west is desperate to get in.

And at present we see little to no evidence how three players can have a cumulative debt of $70 trillion dollars. This is $70,000,000,000,000. Did you ever consider that the debt of these three is more than all the gold in the world? How is that possible? Is it because these three have the assets, because the debt is manageable? We think that we can all be a millionaire as long as we can couch up $55,000 in interest every year, but that is a debt without an end date, you pay as long as you live and that is not a realistic setting but these governments are telling you that story with the assistance of stakeholders (who get their own revenue out of that), yet at that point we ned to consider that you are a millionaire at $55,000 plus whatever the stakeholder charges and now it get to be a little iffy (aka yucky). It is a setting that is delusional, as such they all (desperately) need to be part of the Saudi branding, yet as I see it the Saudi’s have another view, you see STC gave us in 2024 “In 2023, we expanded our global footprint even further by acquiring a 9.9% interest in Telefonica and launching TAWAL operations in three European countries. Over the past year, STC Group has focused on diversifying our global offer to connect people across countries and continents.” They gave us that in March 2024, and the sphere of influence of Saudi Arabia is expanding. So whilst by an expected 2029 we might see brand X, but it is fueling STC for a larger and larger slice of the pie. As such it will all be co-owned by the Kingdom of Saudi Arabia and this is not white washing. It is merely business and these stakeholders will turn to the needs of their own paychecks more and more. 

And this is not a dream story, it is not a nightmare story. It is about to become the reality of things and as such our paychecks go in part not to Telefonica, it will go to Tawal and through that to the STC. A simple business setting and for the most the media is will not inform you, it adheres to the needs of shareholders, stake holder and advertisers. 

This is the power of branding and whilst we think that Nike, Lululemon and Jaguar are great brands, there is an underlying setting that the cool car is owned by Natarajan Chandrasekaran (chairman and Managing Director) and Saurabh Agrawal (CFO) (to some degree). And now we see the Kingdom of Saudi Arabia expanding in all kinds of directions. In this I kinda set that stage in ‘An altering stage’ which I wrote on October 2nd 2023. I used the word ‘kinda’ as the focus was China and I wrote “It is a summary and you should read it. It shows several elements that are taking the world by storm. It is not “As shown in the latest IMF annual review of the country’s economy, progress has been most notably reflected in non-oil growth, which has accelerated since 2021, averaging 4.8 percent in 2022. Despite lower overall growth reflecting additional oil production cuts, non-oil growth will remain close to 5 percent in 2023, spurred by strong domestic demand.” We get the goods here, but it is “The economy’s non-oil growth has been spurred by strong domestic demand, particularly private non-oil investment. Sustaining this performance requires pursuing sound macroeconomic policies and maintaining the reform momentum, irrespective of developments in oil markets.” Even if the stage is not revealed, when combined with other views we see that ‘strong domestic demand’ is merely one string from the harp of economy, the harp of Saudi economy. What matters is that larger streams involving defence, technology, construction, tourism and services are ALL moving towards Chinese shores. We see some of it now, but that list is rapidly expanding and the next US vote is 45 days away with them having to brood on a loss of billions and it will be a lot more than 1 billion.” Which was a slightly different setting than the IMF reported on and I saw that two years ago. It is the story (at https://lawlordtobe.com/2023/10/02/an-altering-stage/) which gives the goods, so consider that I had this at that point, so why didn’t the media see this over the last 17 months? Consider that before you lash out and wonder who you should blame. 

Too many of us are kept in the dark and you should wonder why. You see I am not an economist or some savant. Yet I know data and I have parsed data for decades, and I saw a long time ago that the numbers didn’t add up. So wonder how the media could have missed it all. You were merely given slithers of data and until you consider the larger picture (which the bulk of the media will not give you) wonder why and it is not that it was to complex. As I personally consider the setting is that stake holders are part of the deception. Their cheques are too fat, so they like this game how it is played and they have been playing it for years. 

Have a great day and remember, don’t trust all you read, verify the data you are given, even my data. I am not telling you to trust my data. If anything I am a little like Fox Mulder (from the X-Files) and trust no one, not even me. 

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May 20, 2025 · 18:41

The issue that nags

Yup, it happens and that its fine. But to face a bug at the 11:58 on a clock that merely goes to 12 is intensely nagging. There is a setting that we face and it is due to the blundering achievements of Virtuos. Don’t get me wrong, a game the size of Oblivion will always have a few settings that go awry and at that point it is a mere setting of fixing that problem. There is another setting they face and that is the simple fact that testing would have brought it to the attention of the development team. I refuse that the setting was ‘overlooked’, this was blatant stupidity. 

To paint you picture at the very end you are to go to Paradise (quest name) and you face a few settings and it is all fine. Even Eldamil, a high elf that will help you to allow you to continue. He even tells you that he is immortal. As such as we get to go further, you will forever face his cadaver down the road to stop you in your track. So, we get essential NPC’s always becoming ‘unconscious’ and NOW we get the dead High Elf? Virtuos, you stupid idiots. Fix this.

It isn’t that I never faced this, well I didn’t on Xbox360 and Playstation 3. But here at twice the price and a 125GB download, I would have expected things to be better and for the most it is, but this stops me from getting the last two achievements and when you are waiting for 23:59:59 midnight celebrations and the clock crashes at 23:59:00 stress levels tend to rise.

So when will we see the fix? I get that they are trying to fix glitches, but to fix this bug that shouldn’t have passed development in the first place is a rather large dum dum setting.

Well, I had to vent this, as it is irritating as hell and it is the second real bug that I get. So overall a true great achievement. Now the option to replay the game (as I had some plans there), or wait until this issue is fixed. The issue of irritating is boggling.

So as we are out on issues, lets face the one we might see as a rather large issue from our assisting sneaky sneaky people at the CIA. This one was brought to my attention with gratitude to the CBC who (at https://www.cbc.ca/news/world/us-china-foreign-source-recruitment-1.7531667) give us ‘The CIA is openly calling on Chinese officials to spy for the U.S. Will they listen?’ So what is going on? To be honest I was considering that the CIA was now controlled by the Keystone Cops, with Commissioner Ben Turpin leading the bunch. But then I remembered the first law of warfare and considered there is a lot more going on. So what is the setting? I have no idea, the fact that CBC has this makes me wonder the first law of warfare, but the quote “American spies are saying the quiet part out loud to Chinese officials: Their knowledge of Beijing’s secrets would be welcome in Washington.” So is it really that, or is Washington hungry for Chinese IP? Then there is the subsequent quote “The U.S. Central Intelligence Agency (CIA) has taken to social media to publish slickly produced videos in Mandarin with Chinese subtitles. One features a senior Chinese official making the dramatic decision to contact the U.S. spy agency, seemingly after watching two colleagues be disappeared by the communist government. It’s all part of a bold public pitch by the CIA to lure disaffected bureaucrats to spy for the U.S.” This has me wondering what is going on. Going to social media? I get the mandarin part with subtitles, but this path is in my opinion a game to get stress levels up in the Chinese bureaucracy. And the end quote “lure disaffected bureaucrats to spy for the U.S.” it kinda reminds me of the setting of two hotdog vendors at the Chinese National Stadium (Bird’s Nest) and the National Aquatics Center (Water Cube) proclaiming that a free hotdog and cash is due to any new spy for the CIA. With optional an American passport after 3 years of handing a wealth of knowledge (and IP) to the Americans. So how long will such a person last? That person will face the Ministry of State Security at No. 100 Xiyuan, Haidian, Beijing, China as well as a largely disgruntled Nie Furu, not to mention the colleagues that person have because there is every chance that this person is surrounded by people who does accept and love the Chinese way of life. I am just guessing (read: speculating) that China has plenty of those who embrace the Chinese way of life.

So at this point reading at the CBC that “CIA Director John Ratcliffe has confirmed the videos are “aimed at recruiting Chinese officials to steal secrets.” Links are provided with instructions on how to contact the spy agency in a secure manner”, as such is it really about “recruiting Chinese officials to steal secrets” or is it a hidden ploy for people at Huawei and Tencent to bag IP for America? I reckon that list is a lot bigger than these two, but they are way ahead of the rest of them. So is this an actual spy setting, or is America desperate to get their fingers on IP? I am just asking as the CIA (until recently) was unwilling to hire ‘foreigners’ and as such they got the stage of limelight seeking Bradley Edward Manning (2013) and Edward Snowden (2013). So what is this? I have no idea, but if it was a recruitment setting, it doesn’t seem to be a very intelligent one. As we get the Chinese ‘response’ that “China’s foreign ministry has labelled the initiative “a naked political provocation,” and the country has warned it will take steps to confront “infiltration and sabotage activities” accordingly.” And in this I have no idea what a “a naked political provocation” is, but I guess that nudity is not part of the setting. As my personal setting is that it is a play to see where the stress levels are in China, more important that ‘disgruntled’ people are more likely to be found in American staged businesses in China, as such I would presume that it is about IP and CIA Director John Ratcliffe better realise that this could be turned around. I reckon that with the dismissals all over tech America, China could play the same game. Perhaps my (personal speculated) setting would give the stage that Microsoft with its 280,000 people have a lot more disgruntled people per square inch than most other companies and the dog eat dog mentality show to be the usual operating setting to be more viable to get this settings. At present people are all ‘undone’ by Microsoft, Google, IBM, Amazon and META. So how is that for a shot across the bough John? 

Well time for me to crunch down on a plate of pasta. Time to resolve that hunger feeling in me. Have a great day.

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May 17, 2025 · 10:09

Death is nigh

Yup, a bit gloomy and perhaps a little too doom speaking, but the news is there and I for one saw this coming a mile away. I mentioned this in the article ‘Utter insanity’ on October 4th 2020 (https://lawlordtobe.com/2021/10/04/utter-insanity/, aka World Animal Day), I mentioned in there the few articles where I also made mention of the US debt, one as early as 2020. So why now?

Well, Reuters (at https://www.reuters.com/markets/us/moodys-downgrades-us-aa1-rating-2025-05-16/) gives us that the credit rating of America has been downgraded. It went from AAA to AA1, this might not be a big thing, but it is, especially in current conditions. You see, Moody also gives us “Moody’s cites rising debt and interest costs” and with that one line the die is cast. Even if it is merely a rise of 0.1%, the implied setting of $36 trillion ($36,000,000,000,000) gives us an additional interest of $36,000,000,000 or $36 billion and the Americans cannot keep their budget as is. So how much larger will this debt become? You can all say that Saudi Arabia is now investing, the AI is coming. But the investment over years will not even pay for the interest increase and at present the top 10 least risky investments hold 10 countries and none of them is America. Makes you think doesn’t it? Then there is the second stage, the stage where some players might think that holding US Bonds might be a tat too risky for them and banker being the cowards that they are learned from the 2008 credit crises and they will be bailing at the first opportunity, especially as the UAE is a much safer and seemingly more rewarding venture at present. 

So is death really nigh?
That is a fair question and I am hesitant to answer either way because the reliability of the press is nowhere to be found (perhaps in a dozen places). So they cannot give us the goods and I saw this going as far back as 2011, as such we cannot see any press reasonably credible, especially when they quote market wannabe’s. And this is not on President Trump, although his actions did speed up the process. The World Travel & Tourism Council gave us “THE U.S. IS projected to lose $12.5 billion in international travel spending this year, falling to under $169 billion from $181 billion in 2024”then there are the losses in defense projects, the losses from allies regarding Canada and Greenland and that showed me that America is desperate, and it seems now that the hammer falls down on people realising that I have been right for over a decade, but bury your heads in the sand. All these presented ‘wins’ are a cloth covering the larger losses. The AFR gave us yesterday ‘China slams Trump’s new chip ban, reigniting trade tensions’ with “The US Commerce Department issued guidance this week that Huawei’s Ascend AI semiconductors are subject to export controls anywhere in the world on the basis that they were developed using American technology.” What a way to piss off your allies. We see this when we critically look at the statement “For Washington, restricting Beijing’s access to cutting-edge processors is a way to blunt China’s rise in artificial intelligence and military applications.” In the first, Huawei is using its own chips, making it doubtful that it is ‘cutting edge’ and in the second, you just tried to ‘beg’ Saudi Arabia for more money, do you think that they as well as the UAE will take that warning? Huawei already has a decent grip on that region with cutting edge development and Oracle is about to go there too. So is this the best way for the American administration to hedge their bets? Now that their credit rating dropped, I reckon the floodgates are no longer sealed, whatever they let through will cost America close to billions and there are people holding trillions in American debt, as such they are likely to get out while the going is good.

So what if I am wrong?
It is doubtful, but it is a fair question. Look at all the economy that America lost in this year and add the losses of next year too, because as I see it, tourism and all the connected spendings are close to gone until at least 2027. Then in 2029-2031 Saudi Arabia has its 2030 setting with all the new resorts (which was always going to happen) and as such you see, the strangling interest of 36 trillion on American and their dream settings. The fact that Tourism at present is “This significant shortfall represents a 22.5% decline compared to the previous peak” as such their current setting is a lot less than 2019 before COVID, it is that bad and we might not care for the income of Disney, or Warner Brothers but this also impacts all the places around them as people cannot afford it all in these places. These places will share in those losses, as such I reckon that Florida will have a few massively bad years (compared to the present). Do your own researching and never accept anyones word as gospel (not even from me), know that data, know your area and see where the losses can be seen. 

I reckon that Oracle is doing fine and will be doing fine for some time to come, but they too have shed employees in 2024 and 2025. 

As I see it, when the masses get the insight of how bad America is doing, that coffin will basically bury itself. So have a great day and don’t let the recession hit you in the head, it is an expected two weeks away at present and there is the setting we all received there hours ago ‘Why France, Canada, Denmark, Germany, Finland, UK, Netherland, Belgium Issuing Travel Advisories to US, Making a Big Dent in American Tourism Revenue, The One Detail That Changes Everything’ as such the bulk of the EU is turning away from America on tourism, as you can see, I remained optimistic, it seems the news is pushing ahead of the settings we now see and when they catch on regarding bonds and America quality of life going down too, the panic will hit wall street and several other markets

So enjoy this Saturday.

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May 12, 2025 · 16:58

America’s shifting phase

This morning Arab News (at https://arab.news/9hjca) gave us ‘First Saudi-made THAAD system parts completed in Jeddah’ Saudi Arabia has been aiming for the need of internal national interests to have this done. We are given “Saudi Arabia has completed the first domestically manufactured components for the Terminal High Altitude Area Defense system launcher in Jeddah, marking a significant step forward in the Kingdom’s ongoing efforts to localize its defense industry.” And as we are given “Tim Cahill, president of missiles and fire control at Lockheed Martin; Nawaf Al-Bawardi, assistant deputy of the General Authority for Military Industries; and Wasim Attieh, president of AIC.” We seemingly are all OK with this, this is not really news. Saudi Arabia was aiming for this all along. In this case the Terminal High Altitude Area Defense system launcher (THAAD) was on show. But the story goes beyond that. I reckon that the FEINDEF 2025 (Spain) as from today was the second initial kick off, but there were other symptoms. There was the (DSA 2024) in Kuala Lumpur and the International Defence Exhibition and Conference (IDEX/NAVDEX) in Abu Dhabi, UAE. I personally believe that Saudi Arabia kept close eyes on the ready date of this system as it allows them to gain interest from Bangladesh, Egypt and Indonesia, they might not be ‘big league’ material, but Bangladesh and Egypt represent almost $5 billion each and Indonesia represents $11 billion. Now, they don’t spend it all in one go, but Saudi Arabia is said to get a speculated part of that and even with a mere 200 million (over all three) that becomes a massive boost for the Saudi Defence industry, even more so, it would be revenue that America and Russia loses. Gives the expression “when two dogs fight for a bone, the third runs away with it” a new side to that equation. So as Lockheed Martin is locking in their services and consultancy for close to another decade, Saudi Arabia’s first delivery system is gaining strength in the defence industry. Bangladesh being 35th, Egypt 19th and Indonesia 16th. They are giving strength to the Saudi Defence industry. So as I saw that market evolve in February 10th 2022 in my story ‘Oh darn, I am missing out’ (at https://lawlordtobe.com/2022/02/10/oh-darn-i-am-missing-out/) with those decrepit tea grannies, it took Saudi Arabia a mere 3 years to evolve their own market. They now have their own industry. So cry “stop arming Saudi Arabia” all you like, the only thing they’d hurt was the British defence industry. And as I see it, they are about to do a lot more than hurt ‘the British business’, they are gaining political power by giving the Arabian nations and Asian nations their own voice, not hindered by America, Russian or British political powers. Now they (meaning Saudi Arabia) become the global political power player.

As I see that, I am reminded of the old setting that my granny complained about the essential need of the young to rely their technology, so I switched off her life support. How’s that for fun?

The world is getting smaller and the reach of every nation is increasing and now we see clear settings (not through alleged sport washing) that Saudi Arabia is becoming the larger power in the global arena. In the 2025 edition of “The Military Balance” from the International Institute for Strategic Studies (IISS) is currently on the 7th place, yet if this takes off Saudi Arabia will be in a position to become 5th, optionally 4th and their defence industry will be making a profit as the Arabian nation will see that Saudi Arabia is the ‘friend’ to hold in esteem, as that starts happening Pakistan might also change vendor it is at present a mere $10 billion, but as it is only 12% of India, it might see reason to switch if Saudi Arabia is willing to talk shop and that is another slice of pie that will not end in America’s or England’s budget. As I personally see it a start has been made for Saudi Arabia to become less dependent on their oil industry. Starting ‘small’ is a beginning, so as Saudi Arabia creates more options. I reckon that they would likely evolve their drone industry next, Saudi Arabia is becoming a much larger industry. Only 5 years ago we would have seen an industry with America, Russia, China and the United Kingdom as players. Now even at 5th place, Saudi Arabia becomes the new player in town and that sets a new premise for global economies. Russia and America never had to share that revenue pie and I guess they will have to content with less as per 2026 onwards. 

A nice setting for Saudi Arabia who is likely to seek more revenue from Pakistan as it is outmatched to India at 2:1 in the best settings they can hope for and that allows for larger business benefits for Saudi Arabia. We tend to forget that war is business and their business is war. A little outdated setting, but we forget that it isn’t ugly to some, it is a payday. An essential need for any nation is to defend itself from enemies hostilities and that setting is over 2000 years old. It was given to us by Julius Caesar (that Italian dude). He did so in Commentarii de Bello Gallico at 50BC.

I reckon that the Saudi defence industry will be more than a simple blip by the time we get to 2027, still three years ahead of the schedule we saw 5 years ago. 

And as I personally see it, these tea grannies (CAAT) are still drinking tea, but the option for a biccie with that tea will soon be done for, because the revenue you hurt also impacts what you can have and they vied for less, so they will have less. I take my learning from someplace else. America decided to hurt Huawei as they were a threat, now we have HarmonyOS entering version 5.0, and Reuters gave us last November that ‘Huawei wants 100,000 apps on Harmony OS within a year’, and set that against Alphabet (Google) had announced plans to cut 12,000 jobs, or 6% of its global workforce In January 2023, Amazon laying off 14,000 people in name of efficiency? (Source: MSN) and in 2023 Microsoft laid off approximately 10 000 employees followed by an additional 4 000 roles being cut in 2024. So with these big three ‘decimated’, who will counter Huawei? As I see it no one and now Huawei will have another industry to set foot in. Because all these Saudi systems require automation (as well as other options) as such HarmonyOS will be seen almost everywhere and that is only the beginning. Those who push to limit others, merely limit themselves and we have plenty of evidence there.

As I see it the shifting space of America is seeing that they never wanted other to be in certain places. This sounded like an idea in the 80’s when America was a global power, but they no longer are. They are mere steps away from becoming a third world country. You cannot remain a 3.4% military spending of GDP whilst being seen as a 37% of global spending. A 997 Billion invoice where in the fiscal year 2024, the U.S. federal government collected $4.92 trillion, not whilst you have $36.21 trillion in federal debt (and they cannot pass a budget either), it just cannot be done. As such the America setting will implode all whist their tech is set to impossible markers. 

As we consider this and we consider that the Russian stage merely sounds better (whilst it isn’t) there is every possibility that be 2027/2028 Saudi Arabia could become 4th or 3rd as a defence industry by that time. The idea that Saudi Arabia surpasses or equals America in three years is making me giggle. How the mighty fall, so how’s that for looking great, President Trump? It started on your watch in 2020 and almost a decade later you become allegedly surpassed by Saudi Arabia by 2027, a nice footnote in your memories and I reckon you will blame everyone but yourself in that writing. I am curious what the World Defense Show 2026 in Riyadh International Convention and Exhibition Center will give us. I reckon that Saudi Arabia will have a few nice surprises in that show. I am willing to bet that Huawei will have a stand there to in showing us what the Internet of things driven by HarmonyOS will give the world.  I reckon you need to reserve tickets for the event  on February 8-12, 2026 now. As I see it the first day will be for the larger customers, so February 8th has been sold out to preferred customers. So, when will you optionally go? 

I won’t be invited, so let me know how the snacks were, they tend to be magnificent at these events. Now I’m hungry, time for some peppered crackers. Have a great day.

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May 4, 2025 · 03:24

The nature of things

It was about to weeks ago that I wrote ‘Regarding that joke’ (at https://lawlordtobe.com/2025/04/19/regarding-that-joke/). In that article I wrote “A setting we all saw coming (even though the media seems to ignore this and merely keeps on shouting tax the rich) and the interested parties who are supposed to keep the people informed are merely shouting that Haley Joel Osment was intoxicated instead of working on the news, the media is pretty much on the discarded bundle of wannabe news”, as well as “As one source told me (and others) “China could theoretically weaponise the US Treasury holdings – by dumping it – meaning that it would sell off treasury holdings for less than they are worth. By doing so, China would then, because of the amount it owns, devalue the US dollar” so what happens when the dollar gets devaluated to this degree?” That was two weeks ago. In the meantime “Trump had demanded of Prime Minister Shigeru Ishiba that Japan eliminate its $70 billion trade surplus with the US. He claimed it would be easy. He repeated the demand during April 16 negotiations in DC. In response to all this, Japan tried to placate Trump, refused to cooperate with other nations suffering similar abuse, and asked for special exemptions for Japan at the expense of others. In fact, one of the reasons Trump chose Japan for the first round of trade talks was his belief that Tokyo would cave within a few weeks, thereby inducing others to do likewise.” (Source: several). Yesterday I thought I saw water burn (which is pretty freaky to say the least). Axios (merely one source) gives us ‘Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.” And now Japan puts the US bonds they have on the table and with more than one trillion in hand they could flood the market and push the dollar straight over the edge. If that happens no run on the bank will save people and America cannot come up with that much money to feed the hungry vultures, as such America now has a massive problem and it is not China pushing the cart, it is Japan itself who will not go gently into that good night. So on one hand we see “As U.S. Treasuries sold off last month and yields spiked, there was speculation foreign governments might be dumping bonds”, as well as “J.P. Morgan Private Bank, in a research note last week, said there were signs of foreign selling pressure, but from private holders, as opposed to governments “weaponizing” their holdings” which is fun as my blog article preceded the two by one week, so its not merely a sign of the day time reference, the planet moved 89,292 kilometers in the time that lapsed between me writing the blog and J.P. Morgan Private Bank coming to that same conclusion (it’s actually nice to use NASA metrics to make a case). All that and AP News giving us (at https://apnews.com/article/japan-treasurys-trump-tariffs-44b9b37bf7a290701201322f69bade2e) yesterday ““It does exist as a card, but I think whether we choose to use it or not would be a separate decision,” Kato said during a news show on national broadcaster TV Tokyo. Kato did not elaborate and he did not say Japan would step up sales of its holdings of U.S. government bonds as part of its talks over President Donald Trump’s tariffs on exports from Japan.”” The words from Finance Minister Katsunobu Kato to live by I say and when you combine this with the article I wrote two days ago (at https://lawlordtobe.com/2025/05/02/saudi-arabia-goes-hiragana/) ‘Saudi Arabia goes Hiragana’ where we see that Japan basically has a way out to prevents its economy to become scuttled as well. As such the noose around its economical neck is diverted to a working solution. As I see it, America now gets that additional noose around its neck to double the efforts of the economy strangling itself (what a security measure). 

As the grand vizier of Agrabah (in Aladdin) states “The idea has merit”, get economical advice from a Disney character? Oh, kill me now (I is havening to be laughing out loud at present) or as Monty Python states: ‘Howls of deriving laughter’ are mine and the tears are falling over my cheeks. I haven’t laughed this hard since my fathers funeral.

So this must be the most original way that a politician ever shoot its own foot

Americans might not be laughing as this is actually is devastatingly serious. The (as some call it) bully tactics are now starting to bite back and the bigwigs in Wall Street will be seriously moving assets with an additional passports to zero tax nations, perhaps one that also doesn’t have an extradition treaty with America. So if any of those get plane tickets out of America (people like Jerome Powell or Alan Greenspan), you get the idea. When people take that move, the setting is all over for America, there will be no more moves to make. And these people have been ‘diversifying’ their income for decades. They moved small amounts around the planet and they could survive on their millions and they might vacate their consultancy firm from Davos in the Desert to Davos, Switzerland (a mere example). So they were ready from the get go and with this situation they might have larger consultancy jobs in several nations (including Switzerland, Monaco and the UAE). So these people will just vacate Idiotville as some call it (that place between Canada and Mexico) as quick as their Beechcraft Premier can carry them. No lines, no waiting.

So, will Japan do this? I reckon it will depend on who controls President Trump, because as I see it, the man is basically a loose canon at present and with that level of knee jerks the financial world is pretty hesitant and frightened on what he might do next. That’s is basically what I personally see.

A setting that is a lot less nice than my weird personal dream I had on Friday involving a mall, a coffeeshop and me meeting Matt Damon and Ridley Scott (seeking a replacement voice for someone with a perfect Dutch accent), the weird snoozes and snores I tend to have.

The nature off things that we embrace, some will walk the path away from bully tactics, some are on the market for having financial independence and some are about getting out of the line of fire (or a location about to get carpet bombed). Whatever we do, we look out for number one (ourselves) and optionally (read: preferably)with improved comfort levels. What that is tends to differ from person to person and in the words of the great man Tony Curtis (Operation Petticoat) “In confusion, there is profit” a very acceptable stage for a lot of people with a calculating nature. 

So have a great day and enjoy your coffee today (I had mine with a cookie this morning).

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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April 30, 2025 · 04:03

Omitted resources

That is the exercise of this morning. As Reuters treats us to a story (at https://www.reuters.com/business/energy/uaes-adnoc-supply-us-lpg-india-following-china-us-tariffs-sources-say-2025-04-29/) giving the reader ‘UAE’S ADNOC to supply US LPG to India following China-US tariffs, sources say’ A setting I saw coming a mile away. As we are given “The move will enable ADNOC to ship more of its own LPG to China, where buyers are paying higher premiums to replace U.S. supply after Beijing imposed steep tariffs on U.S. goods, and reduce LPG costs for India, the world’s No. 2 importer”, so I saw this and the high payed economists in America did not? In my story ‘War of trades’ (at https://lawlordtobe.com/2025/02/01/war-of-trades/) I gave on February 1st (almost 3 months ago) “We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?” This setting was oil and it was from India, so now we see that the UAE is replacing America with India as a new destination. So for America it is no longer about revenue, it becomes a lack of resources as the UAE is now shipping more of its own LPG to China (via India). It is the cumbersome situation involving tariffs. It almost seem like a new puzzle game, not unlike mixed currency deals on the internet. And now (as I see it it) America is losing more than one side in this. So as we read “ADNOC, through its trading units, has agreed to supply some U.S. LPG cargoes to India refiners under the annual contracts from June-July, said sources” as I see it, America is losing tariff revenue that ay and this is merely one step towards a new setting where America is replaced as a resource, and this also means that the political and diplomatic powers of America is dwindling down. In this way the UAE is gaining power both political and diplomatic as India is reassessing what allies they have and who no longer seems to be an ally. In this tariffs will get cumbersome on more ways then one. Soon America is losing additional revenue streams, because this setting is merely a first step. When China sets up new stages with Europe and the Middle East America can go bobbing for apples all they like, but it seems that the apples are being replaced and that sounds a lot like the old premise of murder. Segregation, Separation and Assassination. The stage that we see was made by America, they merely didn’t consider that it could be used against them and as I see it, both China and Russia like the new setting immensely. As I wrote lately that the interest on debt is costing the annual tax revenue to be 15% less, so the belt was already being tightened and now the revenue streams are missing the point they needed to make and another 10% will diminish. So how long until the American economy can no longer afford it? We can believe what Irwin Stelzer (The Times) told us that America’s economy is good. But as CNBC gave us yesterday ‘Empty shelves, trucking layoffs lead to a summer recession in Apollo’s shocking trade fight timeline’, then we also got a few hours ago ‘Port Of Los Angeles Warns ‘Difficult Decisions’ Ahead As Shipments From China Cease’ (source: Investor’s Business Daily) and 17 minutes ago CNBC gives us ‘Pfizer CEO says tariff uncertainty is deterring further U.S. investment in manufacturing, R&D’ as such, how much more bad news do we need to see before people in media start considering that the economy of America has gone topsy turvy?

And in the meantime as the Commonwealth is strengthening their walls the group of five might soon have one less member (yes, it is America). As such the new costings for the CIA will drastically alter and as the NSA is equally losing access to international intelligence the stage becomes how much money is America willing to pay for less reliable data? 

As such we get a new stage of omitted resources. America is losing revenue in several settings and the outcome of that is not really visible, but it will cost a bundle. A lot more than the tariffs are bringing in. In addition to that they pissed of the largest ally they had for decades and as such are losing more ‘friends’ as they are equally hurt and these ‘friends’ are willing to row it alone without the two dinghies called CIA and NSA. As such more power, revenue and friends are lost. But feel free to think it is all honky dory. And that changes when oil will g missing, so will America keep on selling their own oil, or is that a new revenue stream that will become largely lost soon enough.

You know, I am hesitant to blame President Trump for this setting. The question becomes who pushed this agenda? Are these elected officials blind, or will we see soon see articles with titles like ‘He bullied us and we were afraid’, I have no idea. Just floating an idea here. And when we have added these facts as well as add the fact that the The Arab Weekly gave us yesterday ‘Trump further strains Egypt ties by calling for US ships to cross Suez canal ‘free of charge’’ the story (at https://thearabweekly.com/trump-further-strains-egypt-ties-calling-us-ships-cross-suez-canal-free-charge) gives us ““American Ships, both Military and Commercial, should be allowed to travel, free of charge, through the Panama and Suez Canals!, ” Trump said in a post on Truth Social.” Its was the only source I saw, so keep that in mind. And the response in the same article was “Egyptian MP Mustafa Bakri criticised the remarks, describing them an “attempt at blackmail.”” Do you still believe that America isn’t close to default on all their loans? I wonder who will survive that 36 trillion bad bank setting. 

So, you all have a possible great day and relax if there is still coffee on the shelves. And don’t forget the former governor of the Bank of England works for the Commonwealth, well, actually he works for Canada, not America. Ciao!

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