Tag Archives: China

October 22, 2025 · 04:30

The bubble to end all bubbles

That is what I saw mere minutes ago. It was yesterday’s piece at the Financial Review. An opinion piece by Gita Gopinath. Now normally I tend to ignore opinion pieces, but due to the fact that over time Financial Review has shown a good back on several matters and I picked up on the title ‘The crash that could torch $US35trn of wealth’ (at https://www.afr.com/wealth/investing/the-crash-that-could-torch-us35trn-of-wealth-20251016-p5n31w) gives pause for alarm. As America has its tourism issues, its economy issue and its technology issues a $35,000 billion write-off would be nothing less than a disaster in the making. I wrote about this a few times, but even I shudder to think of how large this bubble has become. The 2008 crash was half of that and the documentary Inside Job does a great way to explain this. Take this movie together with the movie Margin Call and you get a picture of what was done to the people of the world.

This is more than 100% worse and it started with the delusional setting of salespeople taking the easy road and giving the rest of the world how amazing AI was going to be. The quote “I calculate that a market correction of the same magnitude as the dotcom crash could wipe out over $US20 trillion ($30 trillion) in wealth for American households, equivalent to roughly 70 per cent of American GDP in 2024. This is several times larger than the losses incurred during the crash of the early 2000s. The implications for consumption would be grave. Consumption growth is already weaker than it was preceding the dotcom crash. A shock of this magnitude could cut it by 3.5 percentage points, translating into a 2-percentage-point hit to overall GDP growth, even before accounting for declines in investment” should stop you in your tracks. With the additional “Foreign investors could face wealth losses exceeding $US15 trillion, or about 20 per cent of the rest of the world’s GDP. For comparison, the dotcom crash resulted in foreign losses of around $US2 trillion, roughly $US4 trillion in today’s money and less than 10 per cent of rest-of-world GDP at the time. This stark increase in spillovers underscores how vulnerable global demand is to shocks originating in America” was not unknown to me, but I did not figure on the damage exceeding 10 trillion, here I see I was off by 50% (which comes due to a lack of an economic degree on my side), but data I know, in and out. I saw some of this and I tried to warn people and especially the Emirati people (at https://lawlordtobe.com/2025/10/20/the-start-of-something-bad/) in ‘The start of something bad’ only two days ago. And the reason why it would be worse is seen in the next setting of the Financial Review. We are given “Historically, the rest of the world has found some cushion in the dollar’s tendency to rise during crises. This “flight to safety” has helped mitigate the impact of lost dollar-denominated wealth on foreign consumption. The greenback’s strength has long provided global insurance, often appreciating even when the crisis originates in America, as investors seek refuge in dollar assets. There are, though, reasons to believe that this dynamic may not hold in the next crisis. Despite well-founded expectations that American tariffs and expansionary fiscal policy would bolster the dollar, it has instead fallen against most major currencies.” I kinda saw that two days ago, but not to this degree (the Financial Review writes it better) When that bubble burst it will not allow for shelter and the people involved will be hit massively. As I see it Nvidia will survive by will see its value decreased by 90%. Oracle will get hit less but it will still take a beating. Microsoft will be up for sale in the bargain basement and after builder.ai, the bubble will stick to them like gum in hair and they will not be able to shake the event. Others (Google, IBM, Amazon) will be hit, but they will get through this. As I see it, the only high standard that is maintained will be Adobe. Their “AI” options are soundly set in Deeper Machine Learning. As I see it, they will tend to be the shelter of choice if at all possible. 

The only part I disagree with is “Although this does not mark the end of the dollar’s dominance, it does reflect growing unease among foreign investors about the currency’s trajectory. Increasingly, they are hedging against dollar risk – a sign of waning confidence.” As I see it, the dollar comes to an end with this bubble. I do not know what people will rush to, but the dollar is no longer the place to be. As I see it there will be a flock going towards the Yuan, the Dirham and the Bitcoin, but personally I have no idea if the Bitcoin survives. You see, a $35,000 write-off will come from some currency and those hiding in Bitcoin will lose a lot, no telling how much, but it will be close to astronomical. The Financial Review gives us “Perceptions of the strength and independence of American institutions, particularly the Federal Reserve, play a crucial role in maintaining investor confidence.” That independence is close to obsolete. This administration took care of that with all the tariffs, all the tourist settings and the economy is also shaky. It might not be but someone took the trouble of not reporting the ‘goodness’ of their setting. The labour statistics are nowhere to be found and that is shaking investor confidence. All that whilst Paramount is shaking thousands of people of their employment tree, this year alone Microsoft shed 15,000 jobs, IBM is said to have fired 21,000 jobs, making Google’s 100 job losses trivial in comparison. In this setting and with the missing labor statistics the investor confidence would be in the basement and even if the Federal reserve doused that paper in the scent of Luis Vuitton it would not matter much. At present Saudi Arabia and the UAE are the best places for these investors and America knows this. They have oil to fall back on and as I see it, no matter how the AI bubble bursts, they can retrench this into service roles and data acquisition roles. That is what Europe fears, American held data used to safely drip the economy to health using IP values from everywhere. And this is not the first time I wrote about this in ‘That one flaky promise’ (at https://lawlordtobe.com/2022/01/29/that-one-flaky-promise/) where I saw the dangers of America ‘annexing’ whatever it had and that was BEFORE AI and the bubble it created. I swear that danger almost 4 years ago. That setting will implode the rest of what America thought they would have. As I see it, a strong setting of IP and storage of it could help both Saudi Arabia and the UAE (a likely preferred choice) to evade to (those who can afford it) because when this bubble goes it will wipe out whatever most of us hold for dear and those who had their patents in the US. This is mere (intense) speculation, but do you think that this American administration will not do this? It had no trouble with tariffs and the setting of THEIR ‘big beautiful America’ at the expense of everything. They even tried to make Canada and Greenland part of America. I don’t think so and as I see it, when that bubble goes America is pretty much done for. All because Americans believe that Cash is King. So their salespeople live by the dollar and will waste it at a moments notice for their personal needs. Should you doubt that please watch Inside Job and see what they did there. I reckon that Iceland is now getting back on its feet al will enjoy the view on the impact crater that Wall Street leaves behind. 

I need to end this with a word of caution. This was base on an opinion piece, so as that is wrong, so is my view. But I based it on the data I had available and the prediction that I saw in 2022, so there was no AI bubble at that time. So is my view more accurate now? That cannot be said and it is based on what desperate people do and as I see it America is about to become really desperate. So enjoy your coffee today, which I will do also and I will assist a young woman named Aloy help her defeat some machines. They were not Microsoft products, so they should work. Now lets make them a lot less functional and that Deathbringer looks like a right monster.

Have a great day and try not to get too depressed by the not so good news I am partially bringing.

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October 5, 2025 · 15:26

Order through the chaos of others

That is likely the setting we see today. I used the word ‘likely’ with some reservation as the implied parties are all kissing up to what they call ‘the ring of the orange entity’ and I am kind in the usage of the world entity (the other words were way to crass). Yet (at https://www.arabnews.com/node/2616094/business-economy) we see ‘Tencent Cloud accelerates Saudi expansion with new data region, AI services’ a setting that should be scorched in your minds for the simple reason that others are ‘hyping’ their so called AI setting and they don’t like other news that is not in their favor. We are given “Chinese technology giant Tencent is accelerating its cloud and AI push into Saudi Arabia, positioning the Kingdom as its primary hub for the Middle East under Vision 2030. On the sidelines of the Tencent Global Digital Ecosystem Summit 2025 in Shenzhen, senior executives told Arab News that the company is finalizing the launch of its first Middle East cloud region in Riyadh, part of a $150 million investment announced earlier this year.” Where they are addressing the second pillar of my three pillar solution and it is happening in Saudi Arabia. It is not merely that setting, they have bigger plans and these plans are seemingly underway. You see, in part we are given that side (at https://www.app.com.pk/photos-section/federal-minister-shaza-fatima-khawajas-meeting-with-saudi-telecom-company-stc-officials/#google_vignette) where we see ‘Federal Minister Shaza Fatima Khawaja’s meeting with Saudi Telecom Company (STC) officials’ There we see

and we get the gist of that meeting. Saudi Arabia is setting the borders way outside their national parameters and it makes sense as it gives them access to 251 million people, over 7 times the Saudi population. As I see it they now merely need Egypt (other efforts are already underway there) and Indonesia to make it a grand slam. And that gives them an almost certain setting to get 100 million subscribers to the Saudi Telecom Company (STC) group with expansion into Middle East and Asia. That is why Huawei and Tencent are playing it close to the vest as the expression goes. There is a chance they call it playing it close to the Kandura, or perhaps close to the Bisht. And as I see it, Saudi Arabia is only one step to dwarf the other 5G and telecom systems and that is where the Tencent Data centers come in. And as I see it, Tencent merely needs to connect two more places. Abu Dhabi and Riyadh and connect them to Hong Kong, Singapore, Seoul, Tokyo, Bangkok, Silicon Valley, Virginia, Frankfurt, São Paulo, Jakarta and they will become the biggest connected data centre on the planet. So, don’t believe the sludge that Microsoft is trying to sell you, as I see it, they no longer matter as per 01-Jan-2027. Oracle will connect to it all, as will Snowflake, AWS and whatever Europe has to offer, but as I see it, the Dutch relied on Microsoft, so that will be valued as laughter for money. And when that setting is set via a Chinese wall to whatever runs in China, America losses yet another battle that they set of presented bragging and other fiascos. And that writing was already done as I wrote ‘Evolutions towards the third cog’ on February 2nd 2024 (at https://lawlordtobe.com/2024/02/02/evolutions-towards-the-third-cog/) and at that point I truly believed that the UAE was picking up that option, but as it seems Saudi Arabia was a little more hungry for that revenue and now it seems that they might get it all. So the original latin expression “when two dogs fight for a bone, the third runs away with it” seems to apply here. And as CNBC gave us almost two weeks ago ‘OpenAI’s first data center in $500 billion Stargate project is open in Texas, with sites coming in New Mexico and Ohio’ where we see “OpenAI and Oracle are betting big on America’s AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.

The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week.” We might need to adjust out views. It is true that OpenAI and Oracle are betting big, but they are set to the finders who are relying on a global impact and as I see it, when Tencent is connecting its data centers, over 20% of the planet will be somewhere else. So, do you think that the American people (340 million) will feed that massive engine? Consider that Europe is already fighting over where they want to be, those 450 million souls will not all traverse that setting and China with the expected 1.4 billion and the Saudi setting of over a billion (1.8 billion at present) gets Tencent the 3.2 billion, almost half the planet and that is merely the setting of Tencent and the STC. So how do you see that $500 billion go when you realise that some ‘proclaim’ that the AI facts come for over 40% from reddit (presumed speculation).

I reckon that someone will reinvestigate the ‘verification’ process in deeper detail (something I have been saying for over a year) and as such as the data is useless, so is whatever AI is sprung from that. The old Garbage in, Garbage out setting which some might have learned in the 80’s.

So whilst some might see that Stargate LLC is going to crash at some point, I would consider never ever investing in MGX Fund Management Limited which is owned by the UAE and I reckon (speculatively) that their $100,000,000,000 is going to go the way of the Dodo pretty quick. Of course if they have invested in Oracle, they will get the technology out of it and that can be redeployed in other ways, so that investment isn’t lost. But you need to know the contracts to define that step (I have no idea what the contracts stipulate). So is this certain? No, it is not. A lot of it is presumption and that is bigger than speculation, but it remains a guess. The larger part is that the STC, Saudi Arabia and Tencent are on course to make a nice killing (as the investment jargon goes). A setting that was set to productivity and gains through achievement. As I see it these two parties STC (Kingdom of Saudi Arabia and Tencent (Chinese government) are basically on track to become the larger players in this setting ever seen. 

Have a great day and remember, you don’t need AI to order a coffee from the nice barista in your coffee corner. 

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September 24, 2025 · 05:01

The overlook factor

That is all on me. Or basically better stated, there were other factors in place. First there was the Amazon Luna, the setting was open to them, but like Google, Amazon left billions on the floor. So I moved on, hoping that Kingdom Holding would buy the Google Stadia to further their own capital and throughput to their community. But that didn’t happen either. To see this setting we need to take a step back and look why the Google Stadia ‘failed’. The published ‘works’ give us:

Google Stadia failed due to a combination of a flawed business model, insufficient exclusive games, and poor marketing. Gamers were hesitant to purchase games on a new platform with an uncertain future, especially when compared to established alternatives like Xbox Game Pass. The inconsistent technical performance and the closure of Google’s own game development studios further eroded user confidence, leading to the platform’s shutdown in January 2023. 

In addition we are given:

1. Business Model & Pricing:
Confusing Model: Stadia was both a subscription service and a game store, which confused potential users about what they were getting and how to pay. This could be easily fixed. In my ‘oversimplified model’ I set the idea to an annual setting of $90 dollars, or $9.99 a month, first two months free to counter the purchase of the Stadia. In this setting I am foreseeing an initial annual revenue of $2-$3 billion, after that (during phase 1) the revenue would top up to about $6 billion.
High Purchase Prices: Unlike competitors, Stadia required users to purchase games outright, which was a hard sell for a platform that didn’t have a console.  This item falls away at present.

2. Lack of Exclusive Content: 
Few “Killer” Games: Stadia failed to attract users with a strong lineup of exclusive, must-have games that would justify switching from competing platforms. The stadia will not be competing, it goes in another direction. It still have games, but is part of a tripod of services, as such it has another direction.

3. Marketing & User Adoption:
Poor Marketing: Many people, even within Google, were unaware of Stadia. The marketing efforts were misdirected and did not resonate with potential users. This is easily fixed, the setup allows for a population of 50,000,000 users and there is a business part that will show to be transparent.
Unclear Target Audience: The platform’s target audience was not well-defined, leading to confusion about its purpose and value proposition. I solved that from basically day one.

4. Technical Issues: 
Connection & Latency Problems: While cloud gaming is dependent on internet speeds, some users experienced technical issues, including frustrating delays and sudden crashes, even with good connections. This might be a problem, But if Amazon could fix it, so could Google, were the right settings set in motion? Also, the premise of the Stadia changes, as such some games will not have latencies, only games like Epic Games depend on this.

5. Google’s Priorities & Image:
Lack of Long-Term Commitment: Google’s history of abandoning projects further damaged trust in Stadia, especially after its closure was announced. Optionally no longer a problem.

Unrealistic Expectations: Google reportedly had very high expectations for Stadia from the outset, expecting a scale similar to the Play Store, which may have been unrealistic for the nascent cloud gaming market. This is on Google, the setting changes and as such so does the expectation of things. I expected up to $6,000,000,000 in annual revenue in phase one, after that it could go up to $15,000,000,000 annually, that is a lot better that Microsoft EVER achieved.

Some call me stupid, some call me a dreamer (I might be the latter) but as I see all the tech firms rely on their AI, all whilst Huawei is about to make a move with cheaper options. They are likely to get billions of consumers (1.4 billion in China alone) and as Huawei is pushing through several ides that make Apple and others nervous, they could end up with a massive chunk of it. In the meantime I looked elsewhere and I see the stadia hiding for its own population and there is a chance that China might become one of them, although partnership with Tencent is much more likely. And my idea opens up the Ubisoft schooling setting (I wrote about it a few times) on the stadia as well. 

A setting of $6,000,000,000 is there for Google to activate, they already have the hardware and one of the tripod elements in place. One required Unreal Engine 5 (I don’t know if the stadia can cater to that app need) but that is the setting several left on the floor (and I am not in favor of Microsoft picking up this idea).

So am I a dreamer or are the Tech giants running like Greyhounds after the AI bunny in a spinning retrace? I leave it up to you to decide. But as I see it Google overlooked a massive optional population and now as the game is about to change, Tencent might actually become the winner of that tally. Have a great day and enjoy the coffee this morning.

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September 22, 2025 · 11:43

Wrong premise

That is what I see when I get the news from CBC at present. There are two articles in play. The first one (at https://www.cbc.ca/news/politics/canada-big-step-back-from-us-data-1.7637651) where we see ‘Canadians are taking a big step back from the U.S. — and here’s the data to prove it’ giving us the settings around American travel and goods. What was a little surprise that export to the UK had risen over 60%. With “Canadian exports to the U.S. have dropped off while those to non-U.S. foreign countries have surged — a pattern that could accelerate further as the government races to cut new trade deals and help businesses capitalize on the ones that have already been signed.” And as I see it, this setting will merely increase when Canada starts infringing on American exports to Australia by setting a stronger vibe towards Canadian Tire. And I reckon that Simons could make a decent entry into Sydney and Melbourne as well. 

You see the entire commonwealth is fed up with the White House and its [CENSORED] whatever. He might have thought that he was making pointers by slapping the ABC reporter around asking valid questions in the UK, but the answer was not accepted and we have an issue with bully tactics. 

So as the US Ambassador to Canada Pete Hoekstra thinks (at https://www.cbc.ca/news/politics/us-ambassador-to-canada-disappointed-anti-american-campaign-1.7637534) that the setting of “The U.S. ambassador to Canada is expressing frustration over the anti-American sentiment he sees in this country, including from politicians, after U.S. President Donald Trump hit most of the world with tariffs.” Which might have caused concern with Mexico (not his bother), United Kingdom (not his bother), Australia (not his bother) and the EU (not his bother either). The thing that is in his plate are the 51st state mentions. That got the Canadians in an uproar and for the most other Commonwealth nations as well. There is no mention of that from him, is there. I get it. He is the American Ambassador to Canada and he doesn’t want to acknowledge the failings of his own government. He is all about calling waves, but the fact that he is unsuccessful, is due to the larger failing of his own government. So as we get “Hoekstra said Prime Minister Mark Carney’s remark in the House of Commons on Monday that Canada currently has “the best deal with the U.S. worldwide right now” has helped “take the tone and tenor of the debate down.”” Is merely the beginning of a new chapter. The old chapter is now done for and Canada will seek other venues for their goods, as such Mexico and the Commonwealth are larger allies Canada can count on. There is also the setting of the EU and optionally Saudi Arabia and the UAE. You see, it is time for Canada to seek out the revenue spending nations (Saudi Arabia and the UAE). There might be a larger audience for the CG634 currently in use in Canada and the Ukraine (the last one die to donations by Canada) as such there is ample evidence that these helmets hold up in battle. And there is more Canadian hardware that could be sold to both Saudi Arabia and the UAE. And as Canada is developing technology to counter hypersonic missiles. There is every chance that Saudi Arabia might be up for a new trade partner, if only not to be dependent on China, replacing China with America gives them a similar dependency and there Canada (Aussies too) might be a willing trade partner. And again America is seeing the short end of that trade deal and it pays for Canada to seek visibility of Canadian Tire to whatever either Saudi Arabia and the UAE have. All options that are out in the open. 

The wrong premise is not that we are sick and tired of America (optionally that too), but when. America collapses, which is not that far away at present we all need alternatives and seeking them out now is merely good business. And in light of the disaster that Disney unfolded, there is a definite chance that there are options in tourism too in Yas Island and in Jeddah too. A 3.2 million population in the Mecca province is likely to need all kinds of entertainment and as the banning of Jimmy Kimmel is said to have cost Disney a simple $3,800,000,000 there is every chance that Disney needs to tighten the belt as of this year. All settings that the American Administration called on the world and the world is answering by looking for goods elsewhere. 

So as I see it the premise we see is incorrect, everyone has had enough of the tantrums of an American Administration that can’t get his head in the game and as everyone in the Business Intelligence can tell you, loyalty was a 1960 term that cannot hold up, not after 50 years.

Have a great day today this Monday, but not to fret, Friday is merely 4 days away now.

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September 20, 2025 · 10:31

The new axial

This happens, at times we need to remove the old axial and fit in a new one. As the axial grinds the roads it is up to the owner of the car of setting the pace of delay. And as present the dumb drivers are setting the decay of the axial rather high. And as such the car requires either fixing or replacement. At present the replacement axial comes with hidden settings. Some good and some unknown (at present). It started last month (pretty much yesterday), when we learned that Pakistan is offering its nuclear umbrella to Saudi Arabia and as the news give it to us, they accepted. There was an unknown to me (perfectly acceptable) as I illuminated yesterday there is a new setting for China and that is where I get another setting. One source gives me that it would allow the Hualong one PWR to be build in Saudi Arabia. I reckon that Saudi Arabia will opt for the Hualong two. That’s another few billion that will never make it to the US treasury. I opted the setting of defense and I still think that is valid. So as America is now losing Defence, tourism and media billions. America is no longer the ally anyone needs, because they are about to no longer afford anything and that is not the only setting we are about to see. You see, the three big ones are there, but there is also telecom (STG) and media (Al Ekhbariya) now about to get full global vision and as the Islamic population are about to get to 22% of the global population, they will be able to expand enormously. So who do you think will lose revenue? Wanna take bet on any American channels or telecom providers. (Personally I think Vodafone will become the largest loser) and that is not all. Some others are starting to see the folly they entertained for decades.

As the Jerusalem Post gives us (at https://www.jpost.com/middle-east/article-868103) we see ‘Hezbollah chief calls on Saudi Arabia to turn ‘new page, open dialogue with the group’ and we are given “Hezbollah chief Naim Qassem called on Saudi Arabia to turn “a new page” with the Iran-backed group and set aside past disputes to create a unified front against Israel, following years of hostility that strained Riyadh’s ties with Lebanon” to Qassem I would state ‘Screw that’, Hezbollah has been the Iranian tool for decades and as Iran is now out of bounds, Hezbollah need a new sugar daddy. I reckon that Saudi Arabia has no space for a limited thinking group draining billions from their treasury chests. Hezbollah made their bed and now they get to lie in it. Israel is probably the strongest they have been in decades. There are ruffles in Israel, but that is a local setting. Saudi Arabia was clever not to get involved. It is now about to become one of the strongest nations in the world. They are growing outside expectations and will do so for at least half a decade. The last thing they need is a expensive bothersome toddler. As for Hezbollah, they are losing more and more power. The attack on Qatar rattled everyone and it is expected that some will unite, not to attack Israel but to guarantee that they are not attacked. It is a premise anyone will respect. And as the Hamas leadership is buried under Qatarian buildings, Hezbollah is afraid, very afraid. And they should be. 

So as we are now seeing the New Arab (at https://www.newarab.com/news/other-arab-states-can-join-pakistan-saudi-defence-pact-minister) ‘Pakistan minister calls for Islamic NATO, welcomes Arab states to join Saudi defence pact’ with the text “Speaking to Geo TV in an interview late Thursday night, Asif denied any prior coordination with the United States regarding the agreement. It marked the first specific acknowledgment that Islamabad had put the kingdom under its nuclear umbrella. The two countries signed a defence deal on Wednesday declaring that an attack on one nation would be an attack on both. Neither country has responded to questions about what the pact means regarding Saudi access to Pakistani nuclear protection.” A setting that is perfectly sound. Pakistan will end up with a much larger seat on the table and as we accept the setting we see with ““Islamic and Arab countries have the right to defend the region and its sovereignty, just as other countries do. I don’t think anyone has the right to object to that, because we have our own will and know our borders and frameworks,” Asif said.” We see that Khawaja Asif the current defence minister achieves something that hasn’t been seen since since Pakistan had its Baba-e-Qaum (Father of the Nation) namely Muhammad Ali Jinnah. And the west just wasn’t looking. I say that this if this Islamic NATO works we should applaud it as it also takes Iran out of the setting of being the danger of the Middle East as Pakistan is its ally, it will not act against anyone else because f that setting and because of the danger it will place itself in.

A setting that is optionally one of the most intense one in this day and age. And as this evolves and China becomes the defence provider of choice to the larger Arabian community, the settings of America as a provider dwindles down more and more. I reckon the only option that Raytheon and Northrop Grumman has is to place a larger stage of its factories in Saudi Arabia (as it was invited to do around 2020) and that setting is all that America has at present. Its dumb idea of tariff and border restrictions pushed its allies away from America and as America is now realising the dangers it faces and the impact that these actions had will a massive impact. It is said that the largest trade partners were Mexico, Canada, China, Germany and Japan. So how are they feeling at present with the tariff joke? They represent $2.5 trillion before 2024, but where are they now? That is direct income into the American treasury lost and as defense spending and tourism is down, do you really think that the damage is set to a mere $12 billion, or is my view of $80-$130 billion losses 

I saw the weeks ago (and wrote about it) a lot more realistic?

And as some might remember the setting for 2023 where the STG bought towers in Europe, did anyone follow up on the setting of ‘Saudi Telecom considers possible offer for United Group’ months ago? So how is that going? 

Have a great day and as it is said in Islam As-salamu alaykum (peace be upon you), it will become the phrase for all to know from 2026 onward.

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September 19, 2025 · 06:18

The world according to CNN

That is what happened a few hours ago. Whilst America is losing the hope of the people, its long time allies already have. And early this morning (it is Friday already here) we get ‘As US reliability falters, Saudi Arabia turns to a nuclear-armed ally’ (at https://edition.cnn.com/2025/09/18/middleeast/pakistan-saudi-arabia-defense-allies-intl). Yet the larger setting is ignored. You see, they could have had that setting with China as well. The quote is “Khalid Mahmood, then Pakistan’s ambassador to Riyadh, requested an urgent meeting with King Fahd bin Abdulaziz. The Saudi monarch objected to the test, but nevertheless pledged to “support you more than you expect,” according to Mahmood. The very next day, Pakistan was promised $3.4 billion in Saudi financial support, funds that helped Islamabad proceed with a second nuclear test, the ambassador said.” This setting is good news for Pakistan, yet as I see it, it is a larger door opening for China to get its Mighty Dragon (Chengdu J-20) to another country as well. I saw this opening happening about 2 years ago in ‘Ding Ding, the premise is set’ on May 27th 2023. I had made the reference at least once before that, but that was the moment I saw that China had a real chance to break through. As America is now less of an ally it had ever been, it is less reliable (also a lot more broke) and as it seemingly caters to Russia, Saudi Arabia is now handing over a contemplation of a different nature. Saudi Arabia is ready to do business with other players and CNN set this to the setting of “So when Saudi Arabia and Pakistan signed a mutual defense agreement on Wednesday, it reignited speculation over whether Riyadh might now formally fall under Islamabad’s nuclear umbrella. “This is a comprehensive defensive agreement that encompasses all military means,” a Saudi official told Reuters.” I see this as another setting where Iran better start playing the gracious nation and stops playing the kid with a tantrum. Israel showed it has had enough of Hamas and it struck out to Qatar, a setting we would not have imagined a year ago (at least I never saw it coming) and now that the Saudi Arabia is seeking a more robust defense setting. We might see that it is merely a form of “Islamabad’s nuclear umbrella” but this prolly covers a lot more than you might think and that is also the door that China will consider for additional conversations. And whilst we consider that Qatar opened that door (which is not without reason) CNN gives us “The deal includes defense industry collaboration, technology transfer and military co-production, according to Jamal Al Harbi, the media attaché at the Saudi embassy in Islamabad. Writing in Arab News Pakistan, a Saudi state-linked outlet, he added that “capacity-building and training” were also part of the agreement.

While the senior Saudi official said the deal was “years” in the making, its timing – just a week after an unprecedented Israeli attack on neighboring Qatar, a staunch US ally – suggests that Riyadh is looking beyond Washington to bolster its defenses after decades of near-total reliance on American protection.” And it is clear that the hidden message is “after decades of near-total reliance on American faltering protection”. One missing word gives the whole statement a near complete setting for China to knock on the door of minister Khalid bin Salman Al Saud to see if he has space for a few stray Mighty Dragons, these beasts go per squadron and they like the warm sands of Saudi Arabia (just a speculation on how that conversation might go). 

As such CNN took a trip through memory lane, we are given “In a September 2023 interview with Fox News, Prince Mohammed Bin Salman said Riyadh could shift “their armament from America to another place.” A strong Saudi Arabia, he said, meant a strong America. “You don’t want that to be shifted.” When Trump returned to the White House, Saudi Arabia placed renewed hopes in him.” And as I see it, the massive shifts that Washington gave the world, it is seemingly time for Saudi Arabia to seek other settings and as I see it, I reckon that the UAE is not far behind it is speculation, but the setting that Nvidea now sees with China, is a larger setting that America is on a setting where soon it cannot pay the bills that are coming and when that reveille comes playing several players are under the assumption that it will be a bad day to be the ally that is totally depending on America. Jensen Huang told BBC News the US needs “to make sure that people can access this technology from all over the world, including China.” He added: “The advance of human society is not a zero-sum game.” But that is his version, President Trump does not see it that way and here we see that Saudi Arabia is seeing a different development and soon, so will China. And as this happens I reckon that the UAE is not far behind. As we were given in the near past “The UAE is embracing change, building on its $1 trillion economic relationship with the US and welcoming the future of AI and advanced technology” and the UAE wants that, but at present there are more and more clouds of doom over America and I reckon that both Saudi Arabia and the UAE need the assurances that America is no longer able to give (highly speculative). This is how I see this evolve and when this happens people like Jensen Huang will seek a new dialogue with president Xi and with China as a larger whole. 

So is this the world according to CNN? I am not certain but that setting makes sense to me and ‘making sense’ is presently not coming from America, that much is certain. As such we need to see that Pakistani setting in a beginning of an altering defense spending intent and as I see it Pakistan is fine with that setting as it will almost guarantee that Pakistan will profit by that link as much as it could hope. 

Have a great day, to apparently is about to become the weekend (it follows Friday) have a great weekend.

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September 11, 2025 · 14:11

Beyond the laughter

Yup, we get that, we scream deriving howl of laughter as the expression goes. For weeks I have been saying the setting was one that was merely expanding and people called me crazy (now, there is a case to be made that I am as crazy as any loon gets), but in this case the setting is different. You see (at https://www.hotelnewsresource.com/article138012.html) we see ‘Abu Dhabi Hotel Industry Achieves Record August Occupancy’ and that is less then 24 hours ago. I stand that Abu Dhabi was on a track to break all tourism records and now I am proven correctly. You see, we are given “Abu Dhabi’s hotel industry recorded its highest occupancy rate for August, reaching 79.3%, according to preliminary data from CoStar. The average daily rate (ADR) increased by 10.6% to AED482.32, while revenue per available room (RevPAR) rose by 15.4% to AED382.25. These figures represent the highest August ADR and RevPAR since 2008.” This shows that Abu Dhabi is on the right track and the numbers will impress others even more and within a year, this is merely seen as average. You see, not only is Abu Dhabi building around Yas Island, Abu Dhabi is gaining global population and even as America should have been countering this with their own options. ABC (at https://www.abc.net.au/news/2025-09-09/australians-with-us-e3-working-visas-hit-with-new-rules/105752706) is now giving us ‘Thousands of Australians living in US face new restrictions on visa renewals’ and the underlying text becomes “The directive, which took immediate effect after it was issued on the weekend, warns visa-holders against the common practice of traveling to countries closer to the US to renew their visas. Some Australians who had made visa appointments in other countries before the change was announced have already had their applications denied at those appointments.” As I said it, it will evoke howls of deriving laughter. It invokes a brain drain and America wants the ‘Americans first’ rule, but when these Americans don’t have the brain power to set this to a workable solution, These people will seek employment elsewhere and that also impacts tourism, because these people will not go back to America for any vacation any day soon. It opens up stages of profit for plenty of places (including the UAE) who is now showing to be a yummy destination for thousands more. You see, the E-3 Visa is limited to 65,000 per fiscal year plus an additional 20,000 for those who have earned a US masters degree or higher. This implies roughly 80,000 people who are now looking for other options anywhere else and they will seek other than American vacation options. 

A rolling stone that starts an avalanche of economic hardship. I wonder how many of them would consider ADNOC, Etihad Airways or the First Abu Dhabi Bank as a worthy employer? Business Intelligence, IT, teaching people all of them are seeking other options I reckon that this will break up a few marriages and then there is the chance that these marriages will all seek a family setting outside of the USA. It would be my idea for the UAE to start poaching these people on an E-3 Visa. They get to pick the cream of the crop and it might be an idea to do this before corporations in the EU figure out the deal they could be having. There is of course the other place (Dubai) and the people at Emirates NBD, DP World and The Emirates Group could see the impact that they could have poaching E-3 visa people. For them they are looking at a pool of people who have been vetted in many ways already and that could be easy picking for them. Of course this is where the evil sneaky person in me is setting the premise to a Google advertisement on browsers and in LinkedIn applications to get people with an E-3 Visa to offer them a way out. I reckon that they might scoop a little over 25,000 worthy employees in under a month. Not a bad deal for the UAE.

It is with great joy that I bring the people the old expression of the grass is always greener on the other fellows grave, or there are a number of expressions that celebrate the additional blunders that the American administration is making. So as I was shown last week that the tourism drain is set to the $60 Billion (I expected this to go to somewhere in the 80-135 billion range, we now see that aside from that, America is now invoking a brain drain of over 60,000 people.

So, not to kick a dog when it is down, this is all the doing of ints own administration and as the tourism articles are saying that Canada is still happy to avoid America, we see that overall nations in the EU, Asia and Commonwealth are basically all avoiding America. I saw last week that for the first time in history China has a more positive appeal than America has. So there is that too.

As I see it, These people could explore their options at https://u.ae/en/information-and-services/visiting-and-exploring-the-uae

Have a great day and try not to be negative over the dumbness of the America administrations. When one door closes another one opens. 

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September 7, 2025 · 11:10

Continuity through science

That is what I realised last night, science is a balancing continuous factor in our lives. It isn’t good, it is’t bad, it merely is. You see, we all saw the end of the United States on the last day. It wasn’t tariffs, it wasn’t economic sanctions (although they helped). It was the simple rebranding of the Department of Defense to the Department of War. That act ended the United States. Whatever President Donald ‘the duck’ Trump sets it, it is the end of a world setting the stage of a better day from 1776 to 2025. And you can read ‘his’ reasoning (at https://www.theguardian.com/us-news/2025/sep/05/department-war-defense-trump-executive-order-pentagon). The world needs a balance, not some woke balance, a real balance and his actions are a joke to begin with. He has given Russia pause by two weeks again and again. Some war department he has. 

And my setting in this is that at some point he goes around the need for congressional approval the next time he needs it (like Canada and Greenland) and that next tier gets set to a massive destabilizer. At present his acts are setting the scientific world in an uproar. Their continuation is gone and now they are finding Chinese settings, at times through the Arabian peninsula to moderate whatever they need and I reckon before the end of 2027 The bulk of scientific progress comes from China, no longer from America (or South Korea). At present the Prime Minister of the United Kingdom Keir Starmer is no longer useful to the scientific community either. He is too much of an American appeaser to be taken seriously. This leaves us Canada, but at present they are in danger of becoming the 51st state and that is not what they want, or what the Canadians want, but that setting is now getting more and more in the open. As the scientific community wants stability, at present, it seems that only China can offer that. Could I be wrong?

That is the ball game, but as we see Australian politics seemingly catering to American needs, the Commonwealth is done for and they will at some point rally behind Prime Minister minister of India Shri Narendra Modi. I reckon he never thought that he might become the leading voice of the Commonwealth. That is the reality the world faces and at that point China will be strong enough to take on Russia and America at the same time. I reckon that when the dies are cast, America will enter another civil war, not like in the movies, but a setting where the poor learn that their pensions are gone, Wall Street banked it all on red, all whilst the common people were black. That is the second setting America faces. We all see the media throwing a tantrum stating that some state made 4 billion in 2024, all whilst the 2025 numbers are ghastly. Now they demand an explanation and the media will come up short ending their short lived courtesan lives towards the digital dollar. 

You can agree or disagree with my views. I’m fine with that. I do not care. I’m just alerting you to the settings that by 2028 I will have been proven right with my views on the matter. I don’t care to be correct, I merely demand to be recognised after the fact and the media has a way of retrenching the truth according what makes them the most money.

So see what I told you and take the facts you are given and make your own conclusions. The $703 billion revenue state of California is about to get a rude awakening as 2026 goes on its merry way and $235 billion state of Florida will not do much better. They are about to get the rudest wake up calls in lost revenue and bankruptcies in their own histories in about 3 months. That basically set the tender to New York and Wall Street will take that lesson and bank in whatever they can and their captains of industry will walk out of whatever they had with whatever they can carry, as such diamonds will become a swift moneymaker as these people will walk out with whatever they can carry to a non-extradition zero tax place. 

And me myself and I (the Lawlordtobe) called it today that I accept that verdict as well if I’m wrong. You see, it is not merely about being right, it is about recognizing that I might be wrong and I can blame the media, but is that fair? I am merely reacting to a setting that the media gives me over a number of countries and I am trying to make my fortune with what I have as clearly as day. So have a great day, California and British Columbia join us on this Sunday in less than six hours.

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September 5, 2025 · 06:14

The alternative way

I was contemplating the issues of Data privacy and particular the issues around US customs and their intrusion on your data issues. I had a few issues with that and as America is now the least reliable side of the matter I decided on a few techniques that might allow evasion of this. This morning I decided to look a few things up and I paused at Wired (at https://www.wired.com/2017/02/guide-getting-past-customs-digital-privacy-intact/) and I got to ‘How to Enter the US With Your Digital Privacy Intact’ where my suspicions were greeted with the ideas that had not been thought of. You see I am a great fan of ‘non-repudiation’ and that gave me the idea. What if you had the greatest of data insights? What if part of this locking and unlocking the data is for example your library card? This gave me two settings. The first is the magnetic strip, you see, you never think of this and it is what YOU make of it. The first setting is that a bank card has three tracks on a magnetic strip and they are for the most employed by banks when they need it (like ATM), but that setting could be altered for YOUR needs. The second part is what the card looks like. We can use these two elements to take a new page out of a book. 

So this leaves us the corporate way and the personal way. 

As a first, we get to copy the details you need (like a contact list, app list and personal lists). The second part becomes copying hat you need to a corporate server, encrypted data that is merely there, like a backup. So how is that dat secure? Well we get to the next stage, we take one or two cards you have on you. One with a magnetic strip, one as a card (could be business card, could be staff access card, or even your library card). You will keep it on you at all time. And third a personal access number (up to 12 digits) This gives you the setting of non-repudiation.

Now we travel to a ‘no one cares where’ place in America and you pass through customs, without phones or laptops. Just a regular joey. And in the American office you go to the security office and download the essentials. Now this merely makes sense for the people who needs this. So it is not for everyone in the first stage.

You pass the credits to a scanner and there is your data, your essential data that is. Kept safe from peeking eyes, and there is a growing concern that this is becoming more and more essential. We seemingly are ‘held’ to the dangers of YOUR data, but I reckon that America is now gaining an essential need of Digital IP that they can ‘embrace’ for their broke settings soon enough. Only for you to lose the fact that your IP was hijacked and no one knows who or where. But that is the setting that I am seeing now. They need IP to survive the next year and why should they be allowed your data? At present we see nearly everyone giving us “Chinese theft of American IP currently costs between $225 billion and $600 billion annually.” But I am not so sure. We get the ‘victims’ that Nokia and other brands, all whilst Huawei is far beyond what players like Nokia and others can produce. Is there IP theft? Yes, I know there is but from fashion brands like Gucci (it might be IP brands) but the markets are making a killing on $15000 Gucci bags, now for sale in the markets at $179 dollars. As I see it, the new settings allows for America to steal what they need to avoid having to not pay their interest bills. Now this is allegedly, I have no evidence. But the setting as I see it is quite real, as such I devised a way to avoid becoming a victim. The best option is to avoid America all together. Possible for me, but not for everyone and should I get that decently paying technical support job, then I will end up working for a US firm (hopefully avoiding the US altogether) but I am not holding my breath on that. 

As such I came up with this, a first in this task. There are two settings. The first is the data and the second is the hardware. The data I describes and I am a firm believer in non-repudiation. The hardware is different. You se, the movies have this nice clean crisp solution, but we are barely there. There was Ultraviolet (2006) where we see a foam phone printed and folded. We are already at that stage where we can do that. The printed foam cover is possible, there is still the setting of the battery, but that could be overcome. We merely set the LCD print board to include the display, you won’t have a camera setting, but that wouldn’t be needed. We get the setting that the devices go back to their original platform. So you have (if needed) a camera, a battery, and whatever more you need. The printed phone will interact with it all if needed. And wouldn’t it be nice if Huawei gives you all that? American stupidity forces China to give us the next need to innovate. That is irony the size of the Titanic (in action). 

You get one republican idiot forcing the world to turn to its life long enemy (President Nixon doesn’t agree with this statement), but that is for tomorrow. There is of course the real setting. Do we still need America? They are so in denial about what is real that the current tourism news is given to you by YouTube (optionally TikTok too). 

As such my mind went wandering into the data safety setting and as the article is giving you, others have preceded me. But for now, corporations will need to adapt that same policy before they lose the data they have and personal data is currency, one that America shouldn’t possess. As such I wonder at what point these firms will avoid America altogether, setting offices up in the UAE and Saudi Arabia. And now that it seems that India is turning to Russia and China for their oil, they are likely the first to change venue towards their BRICS partners. The EU and the Commonwealth are next. As such Canada, Australia and the United Kingdom will result into making these jumps, to what extent is impossible to predict. I reckon that it depends on how they are depending of America as such. It will be a fluctuating field. But what is true is that more and more people are seeing the hardships that American corporations faces. GM has shed nearly 20,000 staff from 2018 onwards. ‘Tesla to cut 14,000 jobs as Elon Musk aims to make carmaker ‘lean and hungry’’ and that is merely in the last year. In the last 2 months we were told that Microsoft is shedding 9000 jobs. That’s over 40,000 people in merely three corporations and when we seek harder answers. Only Yesterday did Fortune give us ‘Ray Dalio says ‘most people are silent’ because they’re afraid to talk about what’s really happening with the U.S. economy’, I saw this setting months ago and the media is avoiding the issues as they are allegedly being held hostage by advertisement revenues. We aren’t given the real deals and I am not sure where the real deal stands. According to the media the setting is ‘US economy has likely stalled, with 50% risk of recession in 2 years, says Barclays’ in the meantime we are also given ‘US Economy: Jobless Claims Rise, Trade Gap Widens’ and ‘Stagflation & Recession Risks Loom Large Over US Economy’ with sources like UBS (allegedly relying on hard data), UBS gives us a 93% recession risk. If this is true, how does the Barclay setting make sense? I get it, talking about issues in two years time doesn’t mean that the risk is low in the next few months (it could be 100% by November). UBS gave three red flags, so there are all indicators. And the setting of Stagflation becomes the ‘norm’ Which gives us that growth is slowing, but the prices are rising. I am merely voicing what others are saying as I am not an economist. I reckon this is the second bullet that Canada is seemingly dodging as they elected Mark Carney (formerly Marky Mark of the British Bank). I’ll take his word over President Trump’s claims any day of the week. Moody’s speaker Mark Zandi gives us “we aren’t in a recession, but on the precipice of this recession”, OK, I am willing to go along with that, but merely as it seems sincere and I have no economic degree (Mark Zandi apparently has a stack of them). The problem is that these two sources highlight a rather large issue and the media is skating around them, they are avoiding the issue to get their alleged hands on advertisement revenue. It becomes an issue to see the real data and that is where you want to pass your IP through the borders? Not in my lifetime. I am likely to get a nice bonus if I just hand my IP to China, which sounds a lot more promising than trusting that America will do right by me. According to Zandi a third of America is already in recession or close to it and when we add the Tourism numbers I am seeing a grim picture, one that makes me plan my next vacation (whenever I can afford that one) on Yas Island in Abu Dhabi, UAE and not in America (ever). The Bank of America is blaming this on Tariffs (what a surprise). As such you might wander what one thing has to do with the other. The principle we are currently seeing at the America borders is the identification of HVT’s (High Value Targets), the second setting is IP. America needs trillions and one way to get these is by hijacking IP (making America the sole distributor of YOUR IP) Is that rally the way to go? Why don’t we ask the EU, Commonwealth and China on that issue? I think this is the one case where these three sides will speak (agree) in unison and I saw the setting coming over a decade ago and it is all over my blog. So why wasn’t the media this informative? I will let you decide.

But believe me that your IP and your personal DATA require protection and in a non-repudiating way. As such my mind went tinkering to what is possible and securing and keeping your data online was a first stop. I call it alternative way and that has a way of becoming the only or main way soon enough. 

Have a great day, I’m now a mere 90 minutes from breakfast.

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September 3, 2025 · 16:39

About the fish

Yes, it is a little weird, but that is the setting I faced today. In the dream I saw several metal masks of Sam Fisher. At first they looked like cheap pewter toys. But when I tried one, it didn’t fit, it was a mask for a child no more. I was a mask in two parts. The face and the mask and when you place it in an aquarium, the face and mask combination makes it partially float. It was the setting you do not see that makes it eerie. You see, you place the blood worms in the face and when the head gets submerged the bloodwork’s are gradually released into the aquarium. The fish start attacking the face of Sam fire, but after a minute you see what is going on and that is the setting of the mask. This made me think. What if that is the next marketing setting? Not about Sam Fisher, but the setting that marketing needs to embrace that marketing toys need to have a larger release setting. One that is kept in the house. Like the deadman chest in Pirates of the Caribbean? In Japan fish are big (not just on the diner table). You see According to Vastu principles, an aquarium is considered to be a powerful tool for enhancing positive energy and promoting harmony and prosperity in the home. The Vastu principles are about blanching the elements (air, water, fire and earth) as such the aquarium is in principle an item that gets the focal point in a home. And some marketeers are seeing that as a place to market their goods. It doesn’t get into the house, but if it get there it is almost guarantee to hold that focal point for some time and that reverberates in gaming too. Consider that this place will get a nice ticket and then is placed in the homestead for months at a time. That is what marketing should be embracing, not the idea to get to EVERY homestead, but where you get to go, hold that attention point for a lot longer than anyone else.

That same principle could be applied to the aforementioned head as a feeding point for fish.

Now, that does not make this the best idea, but considering that more people have something a lot smaller, the idea puts a smelling on the face of any marketeer that wants to see long term visibility. It could be anything, from a simple marble looking Oracle logo, to a submerged GTAVI car, completely broken. Marketing has plenty of options, what I wonder was that so many ignore the millions of aquariums in the homestead. A place where you place something one and then just accept the view it gives. Seems like a lost opportunity for the right marketeer. 

I want to write more about what Google got handed to them, but I wanted to explore a few more avenues on that setting. It is not as cost and dry as it is and for Justice to play this hand is a little about what comes next and I am curious as to how Justice will thwart the equations of Google data by Tencent and Huawei, because there is a story there. Especially as China is flogging of excess data centre computing power. I reckon that this will have some correlations over time. Jut like the aquarium space that was ignored by most. I am certain that China never overlooked that part of the equation. Did the Justice department make a boo-boo?

Have a great day

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