Tag Archives: CNN

From trade war to losses

Huawei remains in the news on an international level. Australia gives us ‘Huawei sheds 100 Australian jobs in the face of 5G ban‘ (ZDNet), ‘Huawei Australia says over half of jobs at threat due to 5G ban‘ (ITnews), and ‘Greece opens up to Huawei’s 5G ambitions‘ (ZDNet). For the most there is some level of balance that is going on. We see messages of reprieve given to the US on Huawei, yet the clear part is that there is no way around Huawei. Just like the 80’s when there was no way around IBM. I still remember those arrogant sales people. Whenever they could not answer a question with any clarity (which was more often than I was ever comfortable with), the response became: ‘Sir, we are IBM‘.

It is not limited to one company, CNN reports (at https://edition.cnn.com/2019/08/23/business/china-tariffs-trade-war/index.html) “The US-China trade war ratcheted up yet again on Friday, with Beijing unveiling a new round of retaliatory tariffs on about $75 billion worth of US goods“, this round will hit “25% for vehicles or 5% on parts, and would take effect on December 15th. The new tariffs will target 5,078 products, including soybeans, coffee, whiskey, seafood and crude oil“, this war was a bad idea for America the moment they started it. Yes, there is an impact on China and there is an impact on Huawei. Yet the world cannot go around Huawei. The non-Chinese players were complacent for well over half a decade and the invoice is due, it is an invoice that a bankrupt America cannot afford at present. Moreover, the stage is now sliding away from the American market more and more. As Europe is seeking Huawei to instigate growth, America grows lag time losing momentum more and more. In Europe the issue is larger because it is not one EU; we are looking at 27 member states. The UK with BT gives us: “The investment bank also noted that the Conservatives have outlined an ambition for the roll out of super-fast fibre broadband across the whole of the UK by 2025 but it is not clear how it will be funded or what the returns will be for BT“, a technology years out of date, too much delays, politicising and now BT, a company that was once regarded as a company at the height of technology (some might remember the 80’s advertisement with Tom Baker, the 4th Doctor Who showing us a piece of fibre optics, transmitting the entire bible in one second), the message of advanced progress was clear. Yet in 2018 we see other messages ‘Why most of the UK doesn’t have True Fibre Optic Broadband‘, the setting is a disappointing one and there is a really nice explanation (at https://www.youtube.com/watch?v=DDp9-tSYpU0). The Dutch have KPN, an advantage here is that they managed to put 30% of the British population on 14% of the UK, so they have less distance issues. So even as Reuters gave us last April “Dutch telecom firm Royal KPN NV said on Friday it would select a Western supplier to build its core 5G mobile“, they will be digging a large hole for themselves. No matter who gets chosen, they all lag to a much larger degree the abilities that Huawei offers and that impact will only increase over time.

To see this we need to take you to a little math equation. An innovative technology gives you 10 years. Huawei has at present two innovations and three iterations lined up, which gives them 26 years (iterations gives one a mere 2 year advantage), which almost aligns as reengineering catches up three years annually. This gives us the number that others need to catch up to Huawei, who could in 2020 be technologically already at 2047. At present none of them have any TRUE innovations. As such the iterators will truly catch up in 2028 whilst that stage will be met in 2020 by Huawei. This is the largest danger for all the other players. In 2028 the 5G market will settle and they are all still catching up whilst Huawei rules the 5G on a global scale.

The math was important, because it also meant that I have until 2023 to sell my IP, at that point iterators will have found part of my IP and they can equal it to me by 2025. The math was everything and the math is not looking good for America or Europe. Those who embrace Huawei to some degree will get a much larger advantage. My IP was about pushing momentum and if that goes as I hope, the others will face a much larger setback, in all this a much larger part of cybersecurity will not work, or will merely delay the commerce. When was the last time you saw commerce seeking safety over revenue?

The fact that the Guardian gives us: ‘Apple warns new credit card users over risks of it touching wallets and pockets‘ (at https://www.theguardian.com/technology/2019/aug/22/apple-card-wallet-pocket-warning) gives a much larger issue. Even as we laugh on: ““Apple Card completely rethinks everything about the credit card. It represents all the things Apple stands for. Like simplicity, transparency, and privacy,” as the company said when the card was launched. Just don’t put it in your pocket.

So when was the last time you went on vacation and you had to take care of all that for a mere Credit Card? What happens when there is damage to the card whilst on a business trip? Oh, and more interesting, what Forbes told us (at https://www.forbes.com/sites/daveywinder/2019/08/10/apples-iphone-faceid-hacked-in-less-than-120-seconds/#1c136a2421bc) with the title ‘Apple’s iPhone FaceID Hacked In Less Than 120 Seconds‘, it is the issue of greed versus Common Cyber Sense and CCS never gets to win, greed dies!

That will show in 5G within the first year and as such there is a lot less taken care of, and it was exactly why I am rubbing my hands, the more desperate they become, the more valued my IP becomes and in the end, my IP pushes commerce and safety in the same IP line. As an android solution I get to thumb my nose against Apple and iOS, it is too iterative to consider. I hope that Google wakes up, so far Huawei might be the only tender and that is just fine by me.

How do these relate?

The pressures that we saw when thatcher decided to stop Fibre, as she saw that BT got an unfair advantage (which is fair enough) too many players try to get part of the cookie for their minimalist services and it directly relates to the US. Their stage of Status Quo as dictated by Wall Street has stopped innovation. The boat that was not rocked was giving Wall Street the managed expected returns they vowed to get. Yet the other side is also a given. We see this as the senior people stayed where they were, stopping innovation too often because they were scared to make the jump, it is the principle that gave Google the growth they had, yet the linked headline (to the smallest degree mind you) ‘Americans Owe $1.6 Trillion In Student Debt – What Will It Take To Solve This Crisis?‘ close to an entire generation was topped to innovate, I grant you that not all are innovators, but the entire innovation cycle was missed. As such highly educated people got menial jobs and went in other directions, a decent amount of them disillusioned. There is a part that gives the concern of affordable higher education, yet there is also the path that those educated and ready were stopped their innovation; each of them stopping 3-7 fellow students to tag along in that innovation path. It is what I call, a non-proven given. It is hard to set a number to this and there are of course other elements (like the economic crash) all set through and connected to the actions of a few on Wall Street, that much we all agree on and whilst that path was set to non-motion, innovation was lost in almost a dozen industries, IT and telecommunication being the most visible ones. Patents are the most visible marker here, but not the only one. That part is making the US scared, not nervous but scared. Over the next 5 years 43 drugs will become generic, the patents expire, 28 of them this year. the world looks at the pharmaceutical patents because of the aging population, yet technology patents expire too and all of those not linked to renewed innovation patents will be collapsing, consider all that was patented from 1985 and 1999, all coming to a close some were just forgotten and not renewed because the technology was surpassed, yet there we forget that original ideas can be reengineered solutions, all up for patenting and that market is well over $100 billion. One consideration is shown (at https://www.dnj.com/story/news/2019/08/22/rutherford-county-jail-hit-lawsuit-over-patent-infringement-stealing-technology-smart-communications/2064500001/) where we get: “Smart Communications accused them infringing upon their patented technology that transformed written mail into an electronic version sent directly to inmates“, I merely wonder how we see that setting when we look at players like Perceptive software, Readsoft and a few other players. Readsoft became part of Lexmark and then Lexmark, the printing and Software Company, agreed Wednesday to be sold to a consortium led by Apex Technology of China and PAG Asia Capital, a private equity firm. Consider the placement of digital transfer, on an international level in the hands of a Chinese consortium. The NY Times took notice (at https://www.nytimes.com/2016/04/21/business/dealbook/lexmark-apex-pag-asia.html), for the most no one else did. They had no grasp of the power that the innovations were that Readsoft had. I worked with the materials; it was next gen software in 2003. Now consider that we think digital almost every moment nowadays, but there are decades of legacy materials out there and not everyone has the budget of the America alphabet group. In 5G that material needs to be digital or it will be lost. All these patents give advantage to the owner and stop others, having to re-engineer their idea again and again, that is direct currency and China has a much larger truckload of them with a later end date, even as Huawei is all innovation, they still need their patents and whatever innovation they launch next, they will need to have the patent in place. It stops all the other making the case that their advantage grows as the others forgot to get a workforce that is innovative in nature (Google is excluded from those losers). The innovator drivers are gaining momentum and over the next three years their advantage gets to grow.

That was always the advantage the innovators have and the iterators are starting to feel the pain. IBM, Microsoft and Apple might market their ‘innovation’ yet marketing it doesn’t make it actual innovation. Perhaps you remember the Verge last March giving us ‘Study confirms AT&T’s fake 5G E network is no faster than Verizon, T-Mobile or Sprint 4G‘, marketing versus reality is often disappointing and the iterative technology firms are finding out the hard way that there is no such thing as marketing the reality of shareholders expectations.

We see that part ibn another field as Microsoft Phil Spencer gets to be quoted: “There’s only one new Xbox coming in 2020: ‘We are not working on a streaming-only console,’ says Xbox chief“, yet the end of the article gives us: “given the iterative nature of game consoles and the history of the business, we wouldn’t be surprised to see new versions of Project Scarlett in the coming years – it just sounds like we’ll only see one in 2020“, that is where Business Insider made the massive flaw one week ago. It is a flaw because if that was actually true the Nintendo Switch would exist, iteration would never have led to the Nintendo Switch, and not only is it beating all the records, it is also reducing the Microsoft Xbox One to the number three console. Projections are that Nintendo Switch will get to 50 million consoles sold before the end of the tax year, a lofty promise, yet that too shows the impact of innovation. In 2 years it equaled what Microsoft calls the most powerful console in the world and it took Microsoft 6 years to get there. Clearly power is not all it is cracked up to be. In addition, for the first time in history Sony is worried about how far Nintendo can get. Nintendo never wavered, they never lost their core groups, they merely added to them.

Innovation does that and innovation will push 5G in the same way, it seems that Huawei with its innovation has support all over the world on the impact of innovation and the funny part is that IBM and Microsoft used to be actually innovative, they merely forgot the sweetness of innovation victory, which is sad really. I gave mention to the Wall Street part in the Status Quo, yet they are not the only ones in that game and those who embraced that game held technology and innovation back to a much larger degree than you realise and that loss of momentum is a much larger issue in this trade war than anyone has considered.

 

Advertisements

Leave a comment

Filed under Finance, IT, Media, Politics, Science

The slammer got slammed

There is nothing so rewarding as the moment you realise that you get to slam the door on those slamming the door on you. It is an innate feeling that is in the core of all of us. It is more powerful than getting the drop on your boss or CEO with an overwhelming amount of narcissism and the overbearing feeling towards the need of being some dominant / dominatrix figure (at that point they become merely a figurine).

I made several references over the course of 2018 that this was coming, the stronger one in May 2018 (at https://lawlordtobe.com/2018/05/05/milestones/) where I made the reference: “the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting“. The article ‘Milestones‘ has more, it also has references to the AfD (Alternative for Germany), and even as we see in the Financial Times (at https://www.ft.com/content/d695fff8-b838-11e9-96bd-8e884d3ea203) “It is a happy hunting-ground for the AfD: if polls are accurate, it could emerge as the most popular party in regional elections on September 1, even beating the left-of-centre Social Democrats which have governed this corner of East Germany since reunification in 1990. Two other eastern regions, Saxony and Thuringia, are also choosing new parliaments this autumn and, as in Brandenburg, the AfD is set to make big gains. That is a major problem for the eastern political elite“, I believe that this powerful eastern political elite is part of causing the headline ‘Germany: AfD surge threatened by party disunity‘, they are that scared at present. The gains cannot be stopped not to the degree some elitists are vouching for; the best that they can hope for is derailing them from becoming the majority, which is actually a political war that is allowed. The question becomes will it work?

We are 2-3 weeks away from finding out.

CNN gave us less than 2 days ago: ‘5 of the world’s biggest economies are at risk of recession‘ (at https://edition.cnn.com/2019/08/14/economy/recession-risk-economies/index.html), it is a huge part because the impact matters. Under Mario Draghi and his bond buying program, there are no reserves left, so the impact towards recession is about to get real. The shift in quality of life makes the consumer spending tactic an instant non option.

Yet, it all comes down to the Washington Post who (at https://www.washingtonpost.com/business/2019/08/14/stocks-tank-another-recession-warning-surfaces) gives us: ‘Stocks losses deepen as a key recession warning surfaces‘. It is here that we get: “after a reliable predictor of looming recessions flashed for the first time since the run-up to the 2008 financial crisis. The Dow Jones industrial average fell 800 points, or about 3 percent, and has lost close to 7 percent over the past three weeks. Two of the world’s largest economies, Germany and the United Kingdom, appear to be contracting even as the latter forges ahead with plans to leave the European Union. Growth also has slowed in China, which is in a bitter trade feud with the United States. Meanwhile, Argentina’s stock market fell nearly 50 percent earlier this week after its incumbent president was defeated by a left-wing opponent“. First of all, ‘reliable predictor‘ is not the term I would use, the dangers were clear for well over a year, it was the wrong stage of a trade war, with the Huawei 5G setting that pushed the inevitable date forward by a lot. The entire Huawei stage was a stage of stupidity, and a more dangerous post-recession part than anyone was willing to consider. We might find clarity in the footnote: “But with so many losing confidence in the near-term prospects of the economy and rushing to buy longer-term bonds, the U.S. government now is paying more to attract buyers to its 2-year bond than its 10-year note“, is looking in the wrong direction. It is merely a small symptom at present and direct consequence on risk and not the one that bites. The US is losing its footing on the global mobile market faster and faster. And even as we accept the ‘marketing’ that Huawei gives via Cnet towards 6G, the direct truth is outstanding for a longer time. It links to my own IP that is currently available to Huawei and I want my share of that market, I believe that my part after the fact will be enough to truly make me independent on several fronts. One party found my claim a $ billion market through the investment on $25m post taxation too good to be true, but it is the second wave that takes care of my needs and you gotta give a little to get a little. It is was the ‘denied’ parts of Credit Agricole and the Paris games of 2024 that gave me the final straw I needed to see that I was right all along. In all this verification that I was correct was always the biggest issue for me to deal with, and the recession is making those big business daddies of greed close to desperate, giving me a small push forward. Those people are not willing to walk away from a one billion market at the investment of 2.5%, no bank has ever offered those margins and with the Credit Agricole parts exposed to the smallest extent, I know it will work. It is there that I saw that the IP I designed was never considered by either Google or Huawei, all set to iterative paths to innovation, and the economy shows that nearly all of the other players were looking at the next quarter, whilst the quarter+3 was the game changer. The Olympics gave the option to look at inverted innovation and make it a new innovation, Paris was not the first, but certainly the clearest indicator and whilst we see through Channel News “Huawei Technologies has joined 564 other entities in the Paris Call“, the message is not that there are 565 players, it is that they are all looking in a similar direction whilst the none excavated the gold mine that was right behind them, a first lesson that the classics can inspire towards a new direction. Now that I see their direction I found two other fields that had not been considered to the degree it needed. Saudi Arabia is giving us Neom City, but there is a lack in one direction and now that this can be exploited we see even more options. You only had to be willing to get your hands dirty in the most literal of ways. And all this is pushed even more through the impact of the European economy. A French invention gets a new life after almost 2 centuries and we can see that there is more to be found.

Sergey Brin on Sat. morning

It is what else Harmony OS can do that will push the benefits away from the US and it will hurt Google to the smallest degree (almost inevitable), Google is just too big, but now that the equation changes, it is Google who will be chasing Huawei, so well done Trump dude, you merely made everything worse for America and I will sell to the quickest bidder and the 2.5% approach gives me the edge; the two known entities Ren Zhengfei and Papa Smurf Sergey Brin can make the investment from the small change they have in their pockets and the bait would be just too appealing for them.

Al this was confirmed and accentuated through the US Senate with: “In February, the US Senate Commerce Committee held a hearing titled “Winning the Race to 5G and the Era of Technology Innovation in the United States”, to discuss what policies are required to accelerate the deployment of 5G to keep America “competitive on the international stage”” and whilst we accept the American point of view, they forgot about two elements in the 5G field and the upper echelons of decision makers showed at that point that they were working in a dimmed room without lights, giving additional evidence that they never saw the writing on the wall and now I get to make a new voice and whilst I only am willing to trust Google or Huawei in all this, there can only be one winner and the others are merely a chaser at best, it is the price of iteration over innovation. Even as Microsoft and IBM are in denial of what they are about to lose, they do know and accept their choice. Microsoft is banking on Azure and there the hindrance of Harmony will cause a void, they were ready for Android, yet HarmonyOS is another matter and China is seeing that as another opportunity. It is there where we see the talks of Huawei with the Shanghai Blue Cloud Technology taking an additional turn, and how many players in the Paris games are banking on Azure? How many lose out when they are not ready for the 5G version 2 under HarmonyOS, it will work with Android and Azure, but suddenly we will see some accidental 10% gap (latency) and that is how the game was played and all this before my elements come into play, and they will!

The big business slammers all relying on PowerPoint presentation they are given the elements and when we see the 2023 acceleration and people cannot answer the differences because they never considered looking behind them as well as looking at the corners of their eyes, the blind corners they ignored; now they no longer have one blind spot, they suddenly have three and we get all kinds of concept promises in presentation form, all whilst the data was never that unclear from the very beginning. An issue they claimed that it was being looked at.

So here I am, having to take their shit with the option to sit at the sidelines watching them fight over options because they anticipated without comprehension, sometimes the universe gets to be nice and smile at those having to take their shit. A direct zero day exploit of the applied intent of narcissism on how good a presentation looks, whilst their data never clearly supported it.

My case of exceeding expectations towards customer satisfaction trumped some short sighted ‘Ca$h is king‘ setting, because it works at the grocer, but that part has no bearing when their minimum needs exceed he budget of 80%, it was a simple equation from the very beginning. So when we are now considering the new ‘truth’ where the Washington Post gives us less than an hour ago: ‘Weak global growth likely to mean US slowdown, not recession‘, we merely see wishful thinking in the quote “Yet most analysts expect the U.S. economy to power through the rough patch, at least in the coming months, on the strength of solid consumer spending and a resilient job market. The U.S. stock market plummeted earlier this week when the bond market, spooked by the global turmoil, sent a possible early warning sign of a recession ahead: The yield on the benchmark 10-year Treasury note slipped briefly below 2-year Treasury yields“, the article (at https://www.washingtonpost.com/business/weak-global-growth-likely-to-mean-us-slowdown-not-recession/2019/08/15/1cb8d81a-bfba-11e9-a8b0-7ed8a0d5dc5d_story.html),all whilst we see the clarity of next quarter believes linked to the next Thanksgiving and Christmas, all whilst it is Q2 2020 that makes the tequila slammer which gives the drinker the sledgehammer headache stated it was one that they never saw coming. The entire trade war is taking a new turn and when the people realise on all that the US is missing out on and therefor anyone taking that path will also learn that there is a long term price to pay and it is the markets that Google and Huawei are now staging for that brings the next stage. China has too much to gain, whilst Google will try to retain losses that they will optionally get (reduced growth is clearly a loss). Even as the impact for Google is small, losing one percent is still big news and there one percent adds to a billion plus, whilst their risk to hedge will cost them a mere 1.8% of the optional loss, it is a non-issue.

Guarantee?

There is none, but the option of a new 2% market is worth so much more than that, and it is not open to the iterative industries, innovators only, because it will be about the momentum and there is too much to gain. Consider what the 565 are looking at, whilst I focused on the group that represents up to 445,000,000 SME companies in a new 5G setting. The Olympics are merely the icing on the cake. 2020 Tokyo opens the doors more clearly but the impact is abundantly seen in Qatar 20222 and Paris 2024. And at present I see that they never looked in the places where they could be, merely where they want to be.

In the end it is one of Warren Buffett’s quotes that got me there: “the great moves are usually greeted by yawns“, thanks Warren; you were absolutely right on that part!

 

Leave a comment

Filed under Finance, Media, Politics, Science

The biggest issue

The Guardian has given us several articles, by themselves there is nothing strange there (well there is), yet it is when we look at them together that an image starts to form. It is united that the larger problem becomes visible and the fact that a larger group is not catching up to this is a worry.

The first one is ‘Greta Thunberg hits back at Andrew Bolt for ‘deeply disturbing’ column‘, which happened less than 12 hours ago (at https://www.theguardian.com/environment/2019/aug/02/greta-thunberg-hits-back-at-andrew-bolt-for-deeply-disturbing-column), then we get ‘Revealed: Johnson ally’s firm secretly ran Facebook propaganda network‘ (at https://www.theguardian.com/politics/2019/aug/01/revealed-johnson-allys-firm-secretly-ran-facebook-propaganda-network), as well as ‘Brexit, cycle lanes and Saudi Arabia: CTF’s Facebook campaigns‘ (at https://www.theguardian.com/technology/2019/aug/01/brexit-cycle-lanes-and-saudi-arabia-ctfs-facebook-campaigns). Now let’s start up that on the whole nothing wrong was done by the Guardian. They reported and we can agree that reporting is what the Guardian does. Yet the larger issue is not what they do, it is what we are not getting that becomes the issue.

It starts with the Houthi attack on Dammam with missiles, a missile attack on a civilian target, Al Jazeera informs its audience, but the Guardian is not there. Bloomberg, the Guardian, basically the Western Media are all shunning it, yet they go to lengths to waste paper on the issues that “Women in Saudi Arabia will no longer need the permission of a male guardian to travel“, however the BBC did report on ‘Houthi missile attack on military parade kills 32‘, where we are told that “The parade in the southern port city of Aden was targeted by missiles and an armed drone, a Houthi-run TV channel says“, yet it seems that it was limited to the BBC, the near complete Western Media ignored that one too.

Now, I can accept that plenty of people are no fan of the Kingdom of Saudi Arabia, yet to shun attacks that cost lives is new, they all group together to give accusations without evidence (that journalist no one cares about), yet actual events are shunned. It is a new level of discrimination, it is political discrimination, where unwelcome groups are given exposure when it can be tilted to the negative side of the seesaw and the more negative it gets, the larger the exposure.

Now, let’s get back to the first article, because that is seemingly not linked. With the Quote “The widely read Herald Sun columnist and Sky News commentator used his significant platform to take aim at the 16-year-old campaigner, dismissing her followers as members of a cult and disparaging her decision to sail across the Atlantic in a high-speed racing yacht to attend UN climate summits in the US and Chile“, as well as: “The highly personal character assassination published in Rupert Murdoch’s tabloids repeatedly referred to Greta’s mental health, saying she was “deeply disturbed”, “freakishly influential” and “strange”“, yet in all this, we see no exposure on how that information was acquired.

As I personally see it The editor of the Herald Sun, Damon Johnston, as well as his fucked up sidekick Andrew Bolt did something in addition, is it the small part “the evidence does not suggest that humanity faces doom“, all that to hide the smallest snippet to oppose the environment. It actually gets more interesting, that is when we consider the case that Justice Bromberg presided over. When we consider “Herald Sun columnist Andrew Bolt and his employer Rupert Murdoch’s News Corp clearly violated the Racial Discrimination Act“, we could argue that he could face court again in this case. When the case was judged and we get: ‘The lack of care and diligence is demonstrated by the inclusion in the newspaper articles of the untruthful facts and the distortion of the truth which I have identified, together with the derisive tone, the provocative and inflammatory language and the inclusion of gratuitous asides‘, we see the chance that history might repeat itself. The article (at https://independentaustralia.net/business/business-display/andrew-bolt-continues-on-about-adam-goodes,12947) gives a lot more, what is key here that the Guardian exposes it and that is good, I have no issues with it. Yet it also shows the lengths that Murdoch media goes through to set the stage in one place, whilst other parts are seemingly intentionally ignored. Perhaps some of you remember the mental health escalation at Martin Place in 2014. Rupert Murdoch acted personally and the responses like ‘Rupert Murdoch’s Response To The Martin Place Siege Is As Tasteless As You’d Expect‘, as we were given: “AUST gets wake-call with Sydney terror. Only Daily Telegraph caught the bloody outcome at 2.00 am. Congrats“, it seems to me that bloodshed are his bread and butter, it also is seemingly implied that as long as it is not Saudi Blood, Rupert Murdoch has no issues. Some gave us: “the hostage situation as the work of an IS “Death Cult CBD Attack”, something we labelled at the time – and will continue to do so – as one of “the most vile, deliberately inflammatory, fundamentally wrong and wholly speculative front covers in the sordid history of Australian print media“, all whilst from the beginning, within a few hours it should have been clear that not only were the journalists not doing their job, the issues that in the beginning, hostages were seen holding an Islamic black flag against the window of the café, featuring the shahadah creed. It was wrongly identified by the media and the part where Monis later demanded that an ISIL flag be brought to him should have been clear that this was not a terrorist, at the most a wannabe, and more viable a person with mental health issues, but as I personally see it, Murdoch and Channel 7 were all about milking the event as much as possible.

At what point is journalism about milking?

The fact that this was buried as fast as possible is another part where we see a mingling of political discrimination, racial discrimination and religious discrimination and no one is telling Murdoch in clear language that it needs to stop.

The other two

Ok, it becomes essential to get to the deeper side of the pool here. First of all, there is a larger setting that has not settled. The accusation is twofold. The first is actually the one that does not work for the campaign players. It is also reported by CNN through ‘Facebook announces first takedown of influence campaign with ties to Saudi government‘, even as we accept “covert campaigns on Facebook and Instagram in a bid to prop up support for the kingdom and attack its enemies“, CNN et al are not reporting on the media blackout that is pushed out towards Saudi Arabia either. So anything that makes Saudi Arabia look like an attacked victim is suppressed, whilst actions by Saudi Arabia are spun to its most negative path and spattered over all media and all social media. Yet as the article gives us: “Facebook has hired staff with backgrounds in areas including intelligence, law enforcement and journalism to be part of a team finding and closing down coordinated campaigns on the platform, including some spreading disinformation and linked to nation-states“, it is equally absent in the case of “bogus mainly far-right disinformation networks were not identified by Facebook — but had been reported to it by campaign group Avaaz — which says the fake pages had more Facebook followers and interactions than all the main EU far right and anti-EU parties combined“, so we get one group with a following of 13 million in the past three months, with a following larger than all the European main party pages of the far right combined. Yet in all that, Saudi Arabia was specifically mentioned (they also illuminated the false pages of Iran). It is shown in a larger degree with: “Avaaz reported more than 500 suspicious pages and groups to Facebook related to the three-month investigation of Facebook disinformation networks in Europe. Though Facebook only took down a subset of the far right muck-spreaders — around 15% of the suspicious pages reported to it“. The fact that Facebook only took down subsets that represents 15% of the reported pages shows that there is a larger degree of political discrimination in play and even as some are overly clear, that larger extent shows that Social Media is optionally promoting to some degree the survival of Racial Discrimination, Political Discrimination, Religious Discrimination and Age Discrimination.

It is the revelation of: “vote manipulators are able to pass off manipulative propaganda and hate speech as bona fide news and views as a consequence of Facebook publishing the fake stuff alongside genuine opinions and professional journalism. It does not have algorithms that can perfectly distinguish one from the other, and has suggested it never will“, it is at this point where the realisation grows, when we add the two elements and we add the fact that the media is filtering what we are ‘allowed’ to know, it is there where the larger failing becomes clear, it is the axial and the seesaw of illumination of the view that opposes clear news, the media is now part of the problem. And it is there where we see the wisdom of TechCrunch with: “loud Facebook publicity effort around “election security” looks like a cynical attempt to distract the rest of us from how broken its rules are. Or, in other words, a platform that accelerates propaganda is also seeking to manipulate and skew our views“, it is merely part of the issue, it is not merely Facebook, it is the Media to a larger degree, their alliance is towards the Shareholders, the Stake holders and the advertisers, in that the larger issue is seen, those who advertise are optionally the controllers of what we see is possible, and that is where the truth is pushed out of view. It is seen in one final swoop when we consider the key word “Neom City“, a project like that, a project initially designed to be well over 30 times the size of New York, a project that has well over half a trillion dollars, set to construction, engineering and IT, should be on the front page of EVERY Newspapers, yet when you seek, you get Bloomberg last January (at https://www.bloomberg.com/news/articles/2019-01-16/saudi-arabia-to-begin-building-homes-in-futuristic-city-neom) and Business Insider in October 2018 (at https://www.businessinsider.com.au/jamal-khashoggi-saudi-arabia-neom-megacity-2018-10?r=US&IR=T). The view that is part of Crown Prince Mohammed bin Salman’s Vision 2030 plan is silenced to death and that started before the journalist no one cares about vanished. In addition a new bridge that will connect Saudi Arabia to Africa is kept silent. In this day and age how does that make sense? I am looking at billions in 5G revenue in Neom City alone, as well as the underlying infrastructure required, opening a much larger need for the entire Kingdom of Saudi Arabia, all ready to be set to a much larger stage (when the first phase region is a fact), yet the media is more about the rumours of the PS5 which is well over a year away with 6,940,000 mentions, and that makes partly sense, it is about awareness and creating hype, so when we see in the Guardian “the latest revelations reveal that the company has pursued that approach more broadly, in the service of previously unreported corporate interests and foreign governments. And they expose a major flaw in Facebook’s political transparency tools, which make it possible for Crosby’s company – which boasts on its website that it deploys “the latest tools in digital engagement” – to use the social network to run professional-looking “news” pages reaching tens of millions of people on highly contentious topics“, so if it is about ‘provoking argument‘, we should see nothing wrong as Sony, Nintendo and Microsoft rely on that part 24:7. If it is about ‘involving heated argument‘, we still see no issue as this is Sony versus Nintendo versus Microsoft, as this has been the media bread and butter for close to 7 years and more. When we look at the ‘likely to cause an argument‘, almost nothing changes. It is the part I did not mention “without apparently disclosing that they are being overseen by CTF Partners on behalf of paying clients“, where we need to question the use of ‘apparently‘, is it or is it not mentioned? The Guardian did or did not do their job becomes the issue and yes, we can see ‘on behalf of paying clients‘, and how does that differ from Apple, Microsoft, Sony, Nintendo, Nespresso and a whole league of others? They are all in it for the money, the awareness and the creation of viral messages, over-hyped and often way too short on facts. That part is not given to us either and it is there where we see the interactions of layers of discrimination and ‘misinformation’ that is usually brought as ‘missed information’, I would personally see it as an exercise in ‘miscommunication’ and it has been happening for a much longer time. So when we get from the Guardian: “employees always operate within the law”, and if they take to the bank the task of giving positive visibility to the Kingdom of Saudi Arabia, is there an actual issue here?

The biggest issue is that we see the information that “It does not have algorithms that can perfectly distinguish fake news from the other, and has suggested it never will“, whilst the underlying issue is that what is not fake news is not that trustworthy either, it is limited to the filtering of shareholders, stakeholders and advertisers and Facebook has no clue what to do, they to relay on those three groups. The news for the longest time never gave us that part. As I see it people like Greta Thunberg will never get a fair deal here, not as long as people like Andrew Bolt keep on being regarded as Journalists. That part is seen when we see: “the evidence does not suggest that humanity faces doom” all whilst that statement is not scrutinised to the largest degree. The opposition to that claim can be seen in the simplest sentence by World Vision, their quote: “Globally, 844 million people lack access to clean drinking water” gives the goods, close to 10% of the population of this planet lacks access to clean drinking water. When we consider that a person can only survive a few days without water. How much danger is the population exposed to, does that qualify as doom facing? How many must die before the ‘humanity faces doom‘ is satisfied? It seems trivial, but it is not, that same media that ignores attacks on Saudi Arabia, that does not report on Houthi transgressions, acts of terror and other events also ignores Yemeni plight for water, food and medication to a much larger degree. So the question becomes a simple one, give us the list of parameters that must be placed on staging or dismounting the accusation that ‘humanity faces doom‘, when we realise that there is a larger collection of evidence, we merely have to set that stage to those elements. I am not stating that Greta Thunberg is right or wrong, yet we can look and accept that Andrew Bolt and his so called opinion piece on Greta Thunberg should be seen as triviality towards journalism and that does matter, because if that is allowed to continue, Facebook will never solve anything, as such the only way to solve it is to push media deliverers like Andrew Bolt into the ‘Fake News’ category so that we might find a solution. The fact that SBS called it an opinion piece and the Guardian did not is the larger failing, any opinion piece, especially those in newspapers, digital or not should be clearly labelled as such like [opinion piece] before the text begins, identifying those pieces will also change the way that they are perceived and we might get a better quality of journalism. When writers get $100 for an opinion piece and $200 for an actual journalistic piece (researched and all), the matter might resolve itself soon enough.

 

Leave a comment

Filed under Finance, IT, Law, Media, Politics

Analyzing Intelligence

What is given to us is behind a veil, we accept that and at times we accept that the media does not give us everything. It is however weird when the change is slightly larger than we expected and in a direction we did not see coming.

This all started almost three days ago when Iran ended up with a tanker, the news (several sources) gave us: “Tracking data shows an oil tanker based in the United Arab Emirates traveling through the Strait of Hormuz drifted off into Iranian waters and stopped transmitting its location over two days ago, raising concerns Tuesday about its status amid heightened tensions between Iran and the U.S.” we all have issues and we all thought about the big bad Iranian doing things that are unacceptable. In light of everything that happened, this is a fair point of view to have (you know that Iranian tanker in Gibraltar).

Yet now, CNN gives us (at https://edition.cnn.com/2019/07/18/middleeast/iran-tanker-intl/index.html) “Iran has seized an oil tanker it claimed was carrying 1 million litres of “smuggled fuel,” state news agency Press TV said on Thursday, before later releasing a video purporting to show the tanker.” we all want to think the worst of Iran (still a valid point of thought), yet that premise changes when we also get the following quotes: “US intelligence have been investigating what happened to the Panamanian-flagged tanker M/T RIAH. The ship-tracking website Marine Vessel Traffic has not had a current location for the tanker since July 7“, as well as “It remains unclear who owns the ship. While the initial US intelligence suggested that the tanker was UAE-owned, the United Arab Emirates has said that the tanker in question was “neither owned nor operated by the UAE. It does not carry Emirati personnel, and did not emit a distress call,” according to state-run WAM

And now we have an actual problem

To begin with, with all the digital options, and registries we get: ‘It remains unclear who owns the ship‘ are you flipping kidding me? In a time when both the Sea of Dammam, as well as the Strait of Hormuz are an absolute tinderbox, you have no idea what is going in and out of that place, you cannot tell who owns a million litre tanker? This is not some $27,000 Glastron poaching lobsters, too small to be seen by radar, this is a piece of metal the size of 500 40 feet containers this puppy is really visible! So not only does it imply the incompetence of the CIA, it shows that there is a larger facilitation at play.

When we consider the political and intelligence pressures in the Middle East as they are presently presented; the quote: ‘The ship-tracking website Marine Vessel Traffic has not had a current location for the tanker since July 7‘ reads like an absolute joke. When we consider intelligence pressure, the CIA, DGSE, MI-6 and optionally Mossad should have had an alert within 24 hours that any tanker vanishes. More important depending on where that happened red flags should have been raised all over the place and now that we see: “US intelligence suggested that the tanker was UAE-owned, the United Arab Emirates has said that the tanker in question was “neither owned nor operated by the UAE. It does not carry Emirati personnel, and did not emit a distress call” we see a much larger failing. There are programs in place to check ships registries, there are systems that can check the moment any blip is added or removed on the website Marine Vessel Traffic (and several places alike), in addition the fact that the UAE now gives us that an apparent UAE ship is not and neither does it have UAE staff is a failing on several fronts. I personally wonder what excuse Lloyds registry gives us soon enough. We cannot fault them for not being aware of facts, but the fact that a ship of this size cannot be identified as being owned is a failing, it is a tactical one to a much larger degree.

Overreacting much?

Is it? when we see the attacks in Yemen and other places, we see a tanker that could do massive damage to any harbour and for 9 days we had no clue that something was wrong, perhaps we did not care, but consider that a tanker like this could destroy in several ways a harbour and the environment in either Iran, Saudi Arabia, Kuwait, Bahrain, Qatar or the UAE, yes that is a large issue. A floating fuel bomb (a slight exaggeration) with one million litres of oil is a large issue. At the top of my head, Dubai, Abu Dhabi, Doha, Riffa, Manama, Dammam, Kuwait city, as well as several Iranian villages, any of them could have been a target leaving any of these places in ruins for at least a decade. So yes, the intelligence community failed, moreover, at present with the presented awareness the IRGC did nothing wrong. The fact that in opposition the stage where US intelligence has nothing credible to offer is a larger failing still (yes more to come).

You are who?

When we consider that awareness of Panamanian-flagged oil tanker MT Riah could have been found in minutes is one part, the fact that the implied owner UAE is not gives us a larger doubt on intelligence data. Now data is dependent on vetting and checks and we cannot check it all, yet when we consider the registry, the owner was someone, who is not implies it was sold, so basically 40 hours ago, that part could have been verified and none of that seems to be the case (or it is classified beyond my eyes, which is weird, right?)

So for no less than 35 hours certain escalations seem to have been the case and CNN ignored that part, which might be a valid embargo, these things happen, yet the global news is propagating facts that are not and facts that are nowhere and none of it has any validation. This now sets a larger stage, in the eyes of the world Iran did nothing wrong (which does actually happen), but this floating tinderbox should have received a lot more visibility with credible and verified data, which is not the case and a lot of missing data in the last 24 hours ago implies that there is a path and that path is about something we are not informed on (which is still valid and credible) but in light of the fact that only 5 hours ago Reuters merely mulls data that has been known for well over 36 hours implies that there is a larger play and for whatever reason we see the absence of awareness by the news and those claiming to inform us leave us with the stage of “Iranian state TV aired footage of a vessel called “RIAH” that it said was seized by Iran’s elite Revolutionary Guards for smuggling fuel” and was all they gave us 5 hours ago, whilst I gave a dedicated list of actions that could have been followed up on by actual journalists in the three minutes it took me to digest the data available. Is that not weird?

It gets to be worse

That is seen when we look at UK Reuters. We search of all news gives us: ‘US demands Iran free seized ship, vows to protect Gulf oil lifeline, In-Depth-Reuters UK‘ a mere three hours ago, yet the article it links to is all about ‘U.S. says Navy ship ‘destroyed’ Iranian drone in Gulf‘, something here does not belong, this is not a simple error and Reuters does not usually make these kinds of blunders, this is about something more and even as we all want to point fingers at Iran, we now have a larger stage and the US loss of credibility (that famous silver suitcase) gives us more to worry about, this is a set stage of pushing awareness and whilst the Europeans are all about saving a nuclear deal and the fact that (what I predicted) the surpassed transgressions of Iran on nuclear terms are now trivialised imply that there is a theatre going on, I merely wonder who the players are an which government ends up playing the court jester.

We might think about trivialising the entire matter, but consider that the ship optionally was smuggling merely $250K in crude oil, someone is not really getting rich, not in the larger scheme of things, so what was this actually about? Is it not interesting on how the media is not all over this, especially as it could escalate gulf pressures to a much larger degree?

 

Leave a comment

Filed under Finance, Media, Military, Politics

The wider field

There is a wider field, the field is ignored by many because it overlaps in several ways and most people (read: media) tend to stare at one element. We can argue whether it is bad or good, but it does mean that the bulk of the information is not there. To get this view we need to look at several sources. First we get the International Business Times, they give us two headlines. The first is ‘Samsung Expecting Profits Slump For Q2‘ as well as ‘Huawei Ban Helps Company Earn More‘, in one way we get an increase of revenue due to the Huawei events in the US, yet there is still a Q2 slump. There are several plays that apply, but it is not about the play as such. The firs realisation is that 5G is currently being ‘advertised as here‘ by several players and at present there is an increased question on which phone is 4G and/or 5G and most people are holding off on phones this year until that field has a better view on what is available. Most people cannot afford to buy a new phone when some new models are $1800, most people cannot afford a step like that and being tied to any provider at present is an increasingly bad step to make. Even as Huawei is 20% cheaper, it remains a lot of money, and the Google (Android) issues are still there, so people are hesitant. I might have committed myself to Huawei, but that is in part because I renewed my phone in the beginning of the year, so it has to last me 2-3 more years (I have principles towards blatantly buying new phones) and I am happy with my phone.

then there is the new stage hat is now evolving when we see CNN Business give us (at https://edition.cnn.com/2019/07/04/tech/huawei-us-ban/index.html) ‘US government asks judge to dismiss Huawei lawsuit‘, they are rightfully scared because the claim: “Huawei had filed the lawsuit in March, arguing that a law preventing US federal agencies from buying its products violates the US constitution by singling out an individual or group for punishment without trial” is almost a given, the US government made sure that every media outlet on the planet took great painstaking effort in illuminating that and now it becomes the anchor attached to their legs as they have to swim across the Pacific river (or Atlantic river). If the case goes through and discrimination is proven, the impact will be monumental, especially as no evidence was ever brought forward and if we are a nation of laws, the impact will be large, moreover, at present Huawei is still growing its pool of 5G contracts and should the Case fall on the side of Huawei, the impact on Europe will be much larger, it could signal a much larger run on trying to get a quick deal with Huawei, not because they are nice people (they optionally are), but because Huawei 5G equipment is more advanced and all the telecom players know this. Ericsson and Nokia fear that side, they had a good run due to the escalations, but Huawei is still on par to have well over 50% of 5G by themselves and that is what the US fears, that large a disadvantage because its pool of CEO’s and CTO’s were increasingly stupid, flaccid and complacent in an age where pushing innovation was essential.

The issue is not out of the room yet because there is the larger issue that everyone has not been looking at. There is still the Google issue around Android. Consider that Huawei’s Oak OS is now 60 days away from release, it is the start where people who were initially ‘forced’ to dump Android, they now will be part of the Oak OS group, a data core that involves millions from adding data to the Oak servers and no more to the Google servers. The impact seems small, but it impacts the US to a much larger degree, this stance has given China a much larger boost than ever possible. For the users it will only be a temporary setback, as apps will be supported through Oak/OS, these players will continue, yet the overhaul as people push away from android is much larger than the interaction of IOS versus Android. Consider what you need. The bulk of all android apps we use will almost immediately be available, leaving us with optionally some issues regarding LinkedIn, Facebook, WhatsApp and Instagram. Now there is a new stage where Chinese options could be considered and for the most when we can address who we need, we might not care on where we are. The idea that advertisements might initially fall away will be a massive reason to do that. I am certain that there will be a Facebook Oak and LinkedIn Oak, the rest remains open, the usage is huge but that too might be a reason to try something new, people love new things, especially if it comes with cool additions and new we see a different stage, it is not the US that matters, it is whether China has options that appeal to India and Europe, these three represent 3 billion people and there is the data crunch, they will not all go the Chinese solution, but even 10% would be massive, it would be a an intense gut punch to Google, more important over time as word of mouth make more people switch, the damage will increase for Google. Make no mistake, it will merely impact the total, it will not sink Google, it is too large, but in light of their predictions when they have 20% less data points to make predictions with, granularity becomes an issue for the professional side and there too there will be an impact, Chinese app owners will have their own digital advertisement agenda and business dictates that you cannot ignore that population, so budgets will be shortened to cover an audience as large as possible.

All that because of the Huawei ban, which was shown to be short-sighted from the very beginning. Consider that we were given in June: “Huawei can no longer pre-install Facebook apps on its smartphones after Facebook fell into line with a US ban on exporting software“, now consider that suddenly millions are offered a pre-installed WeChat and they are willing to try it, the impact on Facebook will be seen in less than 60 days, the fact that Facebook had been playing games with its mobile users for a much longer time will also entice users to give it a try. Not all will stay, but some will and the dimension of ‘some’ will imply a drop of Facebook of several million user. In addition we see “Chinese users spend an average of over 70 minutes a day within the app. All this makes it one of the most popular choices for businesses looking to get started with social media marketing in China“, yes it was overwhelmingly Chinese, yet in the shift it will now have optional access to a large Indian and European following. In addition the shift we optionally see when we realise: “WeChat allows for one-to-one personalized interaction between brands and users. This allows brands to communicate directly with their followers through the messaging functions on their account. This also allows brands to provide customer service directly through their WeChat account. It’s due to this reason that many companies in China don’t even operate traditional websites instead of focusing their efforts on constantly improving their WeChat official accounts” direct granularity towards the user, not mass marketing, but adjusted marketing for the individual, and then consider players like Tableau, Salesforce (now one and the same), SAP, Sony and Microsoft all wanting to address the person, not the masses, do you think that they will ignore this group of users? These people invest hundreds, if not thousands of dollars a day towards addressing their growing need of users, all revenue that is soon lost to Apple and Google. It goes beyond merely Facebook; Twitter and Snapchat, all have a Chinese version that now has the option to surpass (read: close the gap) towards their competitors. Surpass is perhaps the wrong word, the fact that people will consider the alternative in the immediate is a risk for these players, it sets the dangers of schools of users to switch to another pond, so those fishing for ads, visibility and awareness, they will all have to adjust the way they operate. There now are now only two parts where I have no idea how it will play out. Youku Tudou is the Chinese version of YouTube, but YouTube is so strongly placed that I have no idea how that will go, the same for LinkedIn. these are the two we cannot predict, no one can, but if they remain absent from Oak/OS something will have to budge, the question becomes how much do you need LinkedIn to be on your smartphone when you can just catch up daily at home, or in the office. I personally do not believe that its equivalent Maimai will be embraced as strongly as Maimai would hope, but that is my speculation on the matter.

Only YouTube as it is and remains the behemoth of Google, is too strong an app to ignore, it is too strongly desired, especially on smartphones, some might give Youku Tudou a try, but the library of YouTube increases with 300 hours of material every minute, there is no real competing with that, no matter how you slice that. There is no denial that their Chinese competitor will grow, but there the impact is less than a mosquito bite for YouTube, it is perhaps the one part of Google that no one seemingly can be without.

Is there another side?

Well there is always the option that everything in Google will be accessible on Huawei phones and that is for Google the best solution, but at present that part is just not a given, and when many Huawei smartphones are between 20%-40% cheaper, they will have an advantage and only because of US stupidity that impact is now optionally becoming much larger. And now the shift is changing faster, the Observer gave us on Saturday ‘UK mobile operators ignore security fears over Huawei 5G‘, when we consider the quote “The Observer understands that Huawei is already involved in building 5G networks in six of the seven cities in the UK where Vodafone has gone live. It is also helping build hundreds of 5G sites for EE, and has won 5G contracts to build networks for Three and O2 when they go live“, we see how things are escalating away from the US. the massive part in all this is “a firm line against the company amid claims, strongly denied, that it is controlled by the Chinese government and that its equipment could be used to spy on other countries and companies” all from the point of view that clear evidence was never provided and the commercial corporations need to remain on top or drown and that was the larger flaw the US never seemingly understood (or blatantly ignored). Yet the other side also matter, as the numbers are given: “The consultancy Assembly suggests a partial to full restriction on Huawei could result in an 18-to-24-month delay to the widespread availability of 5G in the UK. The UK would then fail to become a world leader in 5G – a key government target – costing the economy between £4.5bn and £6.8bn” (source: the Guardian). People tend to get nervous at a loss of millions, so the loss of £4,000,000,000 plus is something that can start cardiac arrests all over the telecom boardrooms. More important as Huawei is still ’embraced’ in Germany, the German players will get the upper hand over other European players giving a larger technological shift. The final straw was the consideration of “They have taken note of what happened last December when the O2 4G network went down for 24 hours due to problems with technology provided by the Swedish telecoms firm Ericsson“, a danger as this was 4G technology that should have been clear and non-problematic, now consider that this happened to established technology, so what optional risks are Ericsson users exposed to when in involves 5G, a technology that Nokia and Ericsson is still trying to figure out?

In all this, Huawei has not stopped adding pressure. Now that we see that less than 24 hours ago we were notified that Huawei has completed the contracts with Msheireb Properties. It seems small and insignificant, but it is not. With a smart experience centre in Qatar, it is my expectations that they are ready to approach and upgrade Al Jazeera to 5G, it is speculative but it will be the first time that Al Jazeera surpasses CNN technology (as well a Fox News), It might not matter to most of us, but to people like Nasser Al-Khelaifi (beIN Media Group) it matters a lot, so when we are informed that Al Jazeera getting ready to offer 5G streaming during the Tokyo 2020 Summer Olympics and Huawei as a Chinese company is mentioned everywhere in Tokyo, you better believe that these two are on top of making this work as fast and as quickly as possible, so when I created my base station IP, I never considered this, but it fits and that is another notch that some miss out on. Half the planet goes nuts for sports on a regular day, how nuts do you think the planet goes when ‘their nation‘ is fighting its fight (against up to 205 other nations) to be the best at the Olympics? When you get to watch that live, streaming it all at 5G, do you really think that people will care who brings it as long as it is true 5G? In several nations the brand jump was huge when 4G became real and some were not up to scrap, I believe that this time around the jump will be close to 300% larger than before, and the Tokyo Olympics will be a clear driver on that part. When 206 nations fight for the laurels (gold medals) every nationally driven sports fan tends to get a little (read: abundantly) nuts, and at present that group of people is well over 3 billion people, all factors some players did not consider when they were playing the short game, Huawei never played the short game, it gives them an advantage in several ways.

That is merely my view on the situation at present.

 

Leave a comment

Filed under Finance, IT, Media, Science

The Persian Gulf match

We are on the edge of what we know, mostly of what we are infromed about and it seems that it is n the interest of the US to focus on Saudi Arabia. Al Jazeera starts with ‘US senators seek to block Trump arms sales to Saudi Arabia‘ (at https://www.aljazeera.com/news/2019/06/senators-seek-block-trump-arms-sales-saudi-arabia-190605154958283.html). The sub line gives us “Senators to try to pass 22 resolutions that’d halt Trump’s plan to bypass Congress to complete arms sales to Saudi, UAE“, it seems that with the effort of getting 22 resolutions passed, there is cause for concern, not merely for the one side where the US is seemingly a lesser ally than they are claiming to be. The problem is that there is actual sense in play. when we see the quote by Senator Todd Young giving us: “Congress has an essential oversight role in the decision to sell weapons and we must ensure proper procedures are in place in any weapons transfer“, I would counter that with the notion that proper procedures should have been in place for decades, in addition, the fact that Saudi Arabia has never been the enemy of the United states (as far as I know), makes it weirder. It is at that point where Senator Todd Young goes from simplistic to stupid bordering on moronic. With: “In light of the ongoing humanitarian crisis in Yemen, we have an obligation to ensure the adequate guardrails are in place and that weapons transfers to Saudi Arabia and the United Arab Emirates do not exacerbate the conflict“, so how about taking Hezbollah and Iran out of the equation? Had the Senator for Pennsylvania considered that part? The issues around Senator Young do not improve when his lack into Yemen is shown. With: “Selling more bombs to the Saudis simply means that the famine and cholera outbreak in Yemen will get worse, Iran will get stronger, and al-Qaeda and ISIS will continue to flourish amidst the chaos of the civil war” he shows just how little he is aware, the fact that there is no mention of Hezbollah is one part, the additional stage given to us less than 24 hours ago (at https://www.reuters.com/article/us-yemen-security-wfp/yemens-houthis-and-wfp-dispute-aid-control-as-millions-starve-idUSKCN1T51YO) with ‘Yemen’s Houthis and WFP dispute aid control as millions starve‘ is not because there is no resolution, it is because the Houthi forces do not want a resolution, they are awaiting Iranian hardware and Hezbollah troops. So as we see: “the U.N. agency, which feeds more than 10 million people a month across the Arabian Peninsula’s poorest nation, said last month it is considering suspending deliveries due to fighting, insecurity and interference in its work“, we see just how dumbfound the status of Saudi Arabia is in the US Congress. The issue of the international press going out of their way not reporting on Hezbollah activities in Yemen is just a little too weird, and seemingly no one takes notice.

Saudi Arabia will have to consider other options soon enough (more to follow at the end).

In the second part of one side we see the report from CNN (at https://edition.cnn.com/2019/06/05/politics/us-intelligence-saudi-arabia-ballistic-missile-china/index.html) the headline: ‘US intel shows Saudi Arabia escalated its missile program with help from China‘, we need to realise two elements, the first is that Saudi Arabia is a monarchy, a sovereign nation with the rights to defend itself. It has been in a proxy war with Iran for years and Saudi Arabia must prepare any way it can, apparently the United States is not there for the nation they call an ally, and as such China would easily step in to facilitate (Russia seems to have lost out on it). With Saudi Arabia in a stage of 5G thanks to Huawei, the Chinese government is (according to CNN) in the article. Even as we are given: “While the Saudis’ ultimate goal has not been conclusively assessed by US intelligence, the sources said, the missile advancement could mark another step in potential Saudi efforts to one day deliver a nuclear warhead were it ever to obtain one” implying that they actually do not know, the vague ‘were it ever to obtain one‘ should be seen as an article presently dipped in speculation. And as the one truth is given through “the Saudis have consistently taken the position that they need to match Iran’s missile capability and have at times sought help on the side from other countries, including China, which is not a signatory to the pact“, so the actual issue is that Saudi Arabia is in a stage where they will not accept being under defended when Iran is on a clear path to increase its ballistic missile setting. A clear setting that has been known for years and no one does anything valid or actual about Iran, that part is not set in the lime light is it. In all this I found the premise of Tom Udall senator from New Mexico the most hilarious one. With “citing the Washington Post report on the satellite images, asked what the US was doing to prevent foreign sales of ballistic missile technology to Saudi Arabia“, the direct and not too diplomatic answer would be: ‘It is none of your bloody business what Saudi Arabia buys from whomever they want to‘ (there is some diplomacy as I avoided using the F*** word). The truth is that they no longer matter; US Congress seems to be forgetting that they are no longer a superpower. 21 trillion dollar debt did that to them. Their utter inactivity in Syria and Yemen shows that they no longer really matter and the actions by both Turkey and Iran shows that they no longer have the balls to actually interfere and act. Their actions are now limited to economic sanctions and that tactic is becoming less and less efficient.

The additional fact that this is still connected to a dead journalist no one cares about is further evidence still. You see if it was actually about that than the US government and Global media would have illuminated the actions of Turkey and its incarcerated and murdered journalists every single day and that has not been happening at all, again more evidence that this is all about posturing and imagery but nothing on creating actual lasting results.

In all this I am happy that Democrat Senator Bob Menendez from New Jersey gave us: “Failing that, I am prepared to move forward with any and all options to nullify the licenses at issue for both Saudi Arabia and [the] UAE and eliminate any ability for the administration to bypass Congress in future arms sales“, I will use that shortly, thank you.

On the other side

The other side of the Persian Gulf has other issues. Less than 14 hours ago, the Japan News (and several others) gave us: “Iran’s Supreme Leader Ayatollah Ali Khamenei said on Tuesday that Tehran would not be “deceived” by U.S. President Donald Trump’s offer of negotiations and would not give up its missile program” the entire stage of peace, or some way of moving forward was dependent on that part, the fact that it was never adhered to and the only part we get is US saber rattling gives light that the US has no actual solution here. Even as some Senators made the claim that any war with Iran would be a short one can no longer be proven, the engineering joke that is now known as USS Zumwalt is one part, the fact that Congress never approved a budget for its cannons to be fully armed is a second part and the failings that is this $21 billion project and is showing to be close to disastrous is further evidence that the US has no real modern navy to fight Iran with, it is at best at par with Iran and in an actual war setting without the ability to ‘hide’ within Saudi waters gives rise to the fact that a direct war (which Iran would lose) will not be a quick one and the casualty list would be massive. A nation that is basically bankrupt is now limited to saber rattling, it is sad.

A similar quote was seen in TV7 Israel News where we get: “Ali Khamenei said: “We can see that today, in the defense and military arena, we have reached a point of being able to deter our enemies. And the fact that you see they insist on (curtailing) our missile program, is because of this (deterrence). And they want to deprive us of this capability. And of course, they will never succeed.”” the stage is accepted but the premise is not. The Iranian missile program has never been one of defence, it is an offense stage with possible nuclear ramifications and there are indicators that there is more, one unconfirmed source (reliability unknown, language implied it to be American) gives us: “Iran in mid-May presented the IAEA with a comprehensive report on all aspects of its nuclear program, which comprised over one thousand pages. The D-T procurement was not mentioned in the. “comprehensive” report. It is not alone in this regard: since June, a large number of Iranian nuclear activities not admitted to by Tehran, have been reported, notably the attempts to sanitize a suspected nuclear facility in the neighborhood of Tehran” another dark web source gave mention of deuterium-tritium gas earlier this year crossing into Iran at Bājgirān. I partially took notice but ignored it as I had no real idea what it was used for (I am not a chemist), in light of the two it is not an indicator or any actual evidence where Iran is at, but it does give reason for Saudi Arabia to increase its capabilities regarding ballistic missiles. The fact that Iran has the muscle to move options here implies that it has access to funds it should not have, for the mere reason that whoever is doing it will not be doing it for anything less than an 8 figure number. I am decently certain that Russia (and most other nuclear players) would never be willing to give a Trump card like that into the hands of Iran, not when they have other needs to milk Iran for as long as they can. That is merely my personal view on the matter.

Iran does have other options, as Janes reported yesterday: “Iran launched a Khorramshahr medium-range ballistic missile (MRBM) in December 2018, the Israeli representative to the UN told the Security Council in a letter released on 5 June“. My issue is not Jane, they are established as a reliable and accepted military source of information, the fact that this issue has been known for 6 months and the fact that at present there is no real exposure of the Khorramshahr with its range of 2,000 km with a 1,800 kg warhead, we see that no part of Saudi Arabia cannot be reached, giving a much larger pressure on Saudi Arabia and that is before you realise that the news included: “Iran has transferred technological knowledge to enable Iraq’s Technical Directorate for Military Production (TDMP) to produce the Mohajem-92 unmanned aerial vehicle“, that so called UAV is one of the drones that have been deployed against U.S. and coalition targets (Source: Al Jazeera June 21st).

These drones are optionally also in the hands of Hezbollah, a terrorist organisation, as such the pressure is on in several ways and there is more than one indicator that the US remains where it is, sitting on its hands merely because it seemingly ran out of budget.

Image of a Paper Tiger

In conclusion: I believe that the media and the US government have been hiding behind excuses and counter acting actions as it cannot afford to be in anything for any price. It has no ability to enforce any actual rules and when we see the egocentric call: ‘what the US was doing to prevent foreign sales of ballistic missile technology to Saudi Arabia‘, we see what was once a superpower is now optionally nothing more than a Paper Tiger.

If I have to give any official advice to the House of Saud then it would be:

Your Royal Highness and members of the royal family,

I believe that it is now more and more important to seek unity and actual commerce with providers that will enable you to properly defend yourself against the unacceptable danger that Iran has become. I believe that trade with the United Kingdom, France, Germany and China should replace your American portfolio. Each of these four have technologies and military solutions that would equal the solutions that America has offered. I believe that there is no one solution, by gaining the hardware from all three (each their own field) it would be optionally quicker to get the essential defence materials that the Kingdom of Saudi Arabia needs to keep its nation safe. The American position after the attacks by Hezbollah through Houthi forces give rise to the additional dangers that the Kingdom of Saudi Arabia faces by not seeking a more powerful defence. The actions of the American US Congress have shown that what they regard as being an ally is not what an ally is; it is not even what a wannabe ally would consider to be.

As such apart from your advancement in technology and infrastructure a much larger foundation for your national defence is seemingly essential in the immediate future. The shown delays that the European Union have shown to be regarding Iran, Turkey and terrorist organisations like Hezbollah give rise to the essential need of China to become part of that solution.

With highest regards,

Lawrence van Rijn

Finale

I believe that the inaction’s have gone on for way too long, even as some state that there are diplomatic options, the realisation that Iran hid themselves through the terrorist organisation Hezbollah and the fact that this has been known in intelligence circles for years is clear evidence that there is no push for a solution, merely a need for a standstill, or stalemate at best. It never resolves anything, it merely decimates the Yemeni population through Houthi blockades a small issue killing thousands and Reuters gave us that news, but no, plenty of media ignore that fact and keep on pointing the finger at Saudi Arabia and shouting ‘Jamal Khashoggi’ whilst no one cared about him to begin with (exception of Washington Post people noted).

The idea of politics through inaction an stalemate has created more damage than anyone realises and the inaction on matters has the dangers of creating cogs of war that will ruffle both sides of the Persian gulf to the largest degree is now too dangerous. The inaction on Hezbollah, the inaction by the US and Europe now have a lasting impact on the Middle East. When this comes to blow, there is no doubt that Iran will lose, and anyone pushing for stalemate tactics will be recognised and removed from consideration for what could be the largest impulse to a global economy in history, Saudi Arabia, the UAE and Qatar are part of that economic pulse and those not part of that will end up going through 2-3 iterations of recession lasting 20+ years. The others will find themselves on an improving economy track and enable themselves on a larger economic scale than before. There is now ample view on the matter to consider that America is steering away from that option for no good reason. When that happens, those who get to be enabled will end up being in a much stronger position. I personally prefer the United Kingdom to be part of that, yet in the end that is a decision they will need to make for themselves.

 

Leave a comment

Filed under Finance, Law, Media, Military, Politics

Saudi Arabia stands alone

I have seen hypocrisy in my time, people selling others down the river for the mere pleasure to afford their share of cocaine and hookers, or as they state it themselves, extra bonus for a family house. The benefit of selling whatever needs be short to afford a lifestyle their ego demands yet, it is a style usually preserved for CEO’s and higher.

It is not always the case, not 100%, sometimes people get ahead because they know someone; they have friends in housing, perhaps a police commissioner who gives them the goods in advance. These things happen. That is not corruption; that is at times merely a small advantage and we can agree that no hard was done, these things just are.

I have always believed that we need to do something when something wrong is done. Yet, what happens if we get played? What happens when there are too many questions and we see governments act on half-baked information? That is at the core of it all. This all started three days ago when I decided to write (at https://lawlordtobe.com/2019/03/28/because-skills-lacked/) ‘Because skills lacked?‘, It was all about the arms embargo for Saudi Arabia, enforced by Germany making both the UK and France uneasy. Yesterday (at https://www.politico.eu/article/germany-extends-saudi-arms-embargo-with-concessions-to-allies/) we saw that it was extended by six months, even as concessions have been given to UK and France, the issue is actually much larger and it is time to call for evidence.

In the first, my emotional response to issues is the question whether Agnes Callamard knew what she was doing. You see, Al Jazeera (at https://www.aljazeera.com/news/2019/02/rapporteur-khashoggi-murder-perpetrated-saudi-officials-190207171824211.html) gave us a few things, issues repeated by many news casters. First there is “her three-member team had access to part of “chilling and gruesome audio material” of the murder obtained by Turkish intelligence agencies“, it is important we see no establishment of identity, we see no mention on authentication as that is unlikely to happen. Then there is “Woefully inadequate time and access was granted to Turkish investigators to conduct a professional and effective crime-scene examination and search required by international standards for investigation“, as well as “US intelligence agencies believe Prince Mohammed ordered the assassination“, and finally there is “His body has yet to be found“.

Her report might end up being more likely than not a failure (I have not read the full report as I have not been able to obtain it at present, and I might not be able to until the presentation this upcoming June. The initial issues seen at present are (with a lot more when we dig deeper):

  1. The authenticity of the tapes have not been verified, Turkey has been facilitating to Iran to the largest degree (who is in a proxy war with Saudi Arabia), in addition several published quotes give a different light of the activities of Turkey (see previous blogs on the matter).
  2. As I mentioned, there is an issue on Turkey and Iran, making Saudi Arabia a little hesitant to give any credibility to Turkey. In addition to all this, the Consulate is Saudi grounds, It is Saudi territory, as such Turkey has no rights on those grounds. Three weeks after the event refused to share all Khashoggi evidence with Saudi Arabia. If it was actual evidence sharing it would not have impacted the evidence, the fact that it was not shared implies optionally that it did not exist. In effect the Saudi prosecutor did not have access to all evidence.
  3. Are those the same US intelligence agencies that vowed that there were WMD’s in Iraq? What evidence did the US intelligence submit? When we consider the Washington Post, we get: “the CIA examined multiple sources of intelligence, including a phone call that the prince’s brother Khalid bin Salman, the Saudi ambassador to the United States, had with Khashoggi, according to the people familiar with the matter, who spoke on the condition of anonymity to discuss the intelligence. Khalid told Khashoggi, a contributing columnist to The Washington Post, that he should go to the Saudi Consulate in Istanbul to retrieve the documents and gave him assurances that it would be safe to do so. It is not clear if Khalid knew that Khashoggi would be killed, but he made the call at his brother’s direction, according to the people familiar with the call, which was intercepted by U.S. intelligence.” I am not stating that this is false or inaccurate, yet the parts ‘according to the people familiar with the matter‘, as well as ‘he made the call at his brother’s direction, according to the people familiar with the call’; these two parts call doubt into the complete stage.
  4. The absence of a cadaver also implies that there is no forensic evidence of any kind (at present or ever).

These four parts do not make Saudi Arabia innocent, yet the guilt cannot be established to any definite degree. I am not trying to twist anything, anyone on a jury in a capital crime knows that the establishment is ‘beyond all reasonable doubt’ and that cannot be proven, even manslaughter cannot be proven at present. Consider that there was a beating, perhaps interrogation with a heavy hand; can we see evidence that this was the case? The audio is not evidence by itself, the simplicity is that we do not know whether the tape is a fake, is there any way to tell that the person in discomfort was Jamal Khashoggi? I have not heard the tape, I cannot tell, how was Agnes Callamard able to tell? In addition, if Turkish intelligence is so good, how did they get the body away and out of sight? The fact that the Turkish intelligence remained clueless should be an answer by itself. The newscasters go all out to contain people on their page, so when the Daily Mail gives us (at https://www.youtube.com/watch?v=GD06WLJH3Wk) ‘Khashoggi’s body parts carried into Saudi Arabia’s consul residence‘, what evidence is there that it was what they claim it to be? I cannot even tell whether they are carrying trash or books, let alone optionally part of a cadaver. CNN at least used the optional word ‘may’, there have been so many speculations, that and the fact that the Turkish government seemingly did not share all the evidence makes this a lost case.

And now for Germany

So in a stage where something went optionally wrong, yet no way to tell how far it actually goes, the Germans started an embargo on a non-event. There is no conviction, there has been no court on the matter, but for Germany it was enough to set the stage for the embargo. For me it is great, I need a second income and I will happily sell any weapon system to Saudi Arabia if that pays the rent. I see no problem to sell any weapon system to the Saudi government that I can lay my hands on. It is the simple application of American entrepreneurship: Ca$h is king!

So when I see: ‘Riyadh denies the powerful prince had any involvement, alleging “rogue” Saudi elements acted on their own accord‘, I am not willing to dismiss it, the optional evidence does not allow me to do so. In addition, “A confidential report prepared by Kroll, a large private security firm, for the Saudi public prosecutor found that none of the WhatsApp messages exchanged between Prince Mohammed and his top aide, Saud al-Qahtani” I see the reinforcement of that part. I wonder if the actual people who optionally caused the passing of Jamal Khashoggi will ever be found, the media made that close to impossible and Turkish posturing helped in the event, the fact that they have the most incarcerated journalists in the world does not help their attempts for the limelight and the Turkish use of the New Zealand tragedy is further evidence still that the Turkish government cannot see the difference to posturing and doing the right thing, making all the evidence they present even less valued and requiring more and more scrutiny to optionally see it as valid and not tainted.

It is the simple application of the Evidence Act 1995. When we look towards Ellis v Wallsend District Hospital 17 NSWLR 553, we see that it was: ‘open to a Court to disbelieve evidence tainted by hindsight‘, it is not about the case, but on the state of the evidence and there is a massive wave of actions giving a large rise to the fact that evidence is optionally tainted. I use the word optional as it would be to a judge to state it to be so, but the quotes and the application of what is not presented makes it optionally so. Time is the tainting factor on all the evidence. The Washington Post adds to this when the readers are treated to: “The accepted position is that there is no way this happened without him being aware or involved“, ‘Accepted position‘? By what standard, what definition and on what premise and applied evidence is that? The overall usage of ‘people familiar with the matter’ makes the issue worse. The stage of manslaughter and higher requires ‘beyond all reasonable doubt‘, whilst in the current state it is becoming less and less likely that the Torts premise of ‘is it more likely than not‘ would be reached.

And that is the foundation of Germany to stage an embargo? Well, if that is to be the case, than for the next 6 months I will try to find a way to supply weapons to Saudi Arabia. I have rent to pay, taxes to pay and I need a wardrobe as well as a new desktop (and iPad), all these things cost money and I have no issues to sell to most governments if the opportunity arrives.

As the media is showing us how Saudi Arabia stands alone, all whilst they seem to overlook the Iranian actions, they are ready to pound others whilst there is a lack of evidence, seems odd does it not? Although, according to the Hollywood Reporter, people in Saudi Arabia have nothing better to do than hack the phone of some Amazon CEO and gives us: “Our investigators and several experts concluded with high confidence that the Saudis had access to Bezos’ phone, and gained private information. As of today, it is unclear to what degree, if any, AMI was aware of the details” less than a day ago (at https://www.hollywoodreporter.com/news/jeff-bezos-investigator-claims-saudi-arabia-behind-leaked-texts-1198348). I have absolutely no idea where that came from, it is not like that guy Jeff Bezos is a famous person, is he?

So is it about that optional famous person, the event, the leak, or is it about the new application of ‘several experts concluded with high confidence‘, exactly like the CIA used. It is a claim that cannot be vouched for; cannot be proven (or disproven) and no evidence is there, but the finger needs to be pointed at someone and the FBI learned the hard way on how blaming North Korea on Sony events was a bad idea. It is basically the Dutch building fraud example of: ‘Dat meen ik mij niet te herinneren‘, which means ‘I don’t think I can remember that‘, the trained response of a politician facing governmental scrutiny in a commission. That is the one sentence they had down perfectly (the Dutch denial version of a 5th amendment), and we see it applied in too many fields. So especially as it impacts larger government concerns, it seems that we need to take a look at the application of evidence towards assigning blame and guilt. Although, if this gets me my retirement fund of $24,445,000, so that I have a golden parachute. I would personally like to thank the German government, as well as the participating media for being this short sighted.

Saudi Arabia does not stand alone, there is always a person willing to facilitate to any government. It was the basic lesson Mossack Fonseca left the people on a minimum income, when a firm is facilitating within the confines of legal structures for 45 years, do you think that governments did NOT know? Give me a break, they merely played the flustered emotional card to keep the people at peace, in the end nothing changes and a new player takes over from the previous one.

The EU grave train provides one way or another, yet in the end it will provide and not to the people the taxpayers believe it does, on the larger international scale, especially in light if so much evidence failure, it was up to all of us to ask the hard questions but the media prevented it, the emotional curve are all the shareholders and stake holders required.

I think I will start Chapman Calibre Ballistics (CCB) and offer my services to the Saudi Arabian Defence Forces procurement division, so that others will readily confuse my acronym it all with either Child Care Benefit or China Construction Bank, giving the media more things to blame China for, because that is apparently how the game is supposed to be played.

 

Leave a comment

Filed under Law, Media, Military, Politics, Science