Tag Archives: CNN

As the house comes down

There are two articles in the Guardian, both are mere hours old and it shows the impact that bully tactics have. In the first it is the EU who starts with ‘EU trade commissioner ‘will call Trump’s bluff’ over Huawei security‘ (at https://www.theguardian.com/technology/2020/jan/16/eu-trade-commissioner-will-call-trumps-bluff-over-huawei-security), where we also see ‘Phil Hogan convinced US president will not withdraw intelligence cooperation with UK and EU‘, it appears that Mr. Andrew Parker was right as I expected him to be. The text “The EU trade commissioner has said he will call Donald Trump’s “bluff” on threats to withdraw the US’s cooperation with the UK and the rest of the bloc on intelligence and security over Huawei, the Chinese telecoms giant” and it is important to note that the US has still not shown one lick of evidence that Huawei is under the intrusion thumb of the Chinese government. It was an odd situation, do you think that the Chinese government would interfere with such a large setting of income, whilst the data will be coming to them already through the direct means of applied usage of social media? However, we need to recognise that the US is n a worse state now, even as direct numbers are not given, the political hounding of Facebook and Google, could see a much larger jump of people to Harmony OS and as such these companies could lose a large stage of data coming their way. I personally believe that this is the direct impact of electing into the oval office a man who is known for the one-liner ‘You’re Fired!‘, but that is just me.

There is also the given part of “Phil Hogan has also risked the wrath of the US president by declaring that the EU is not, in principle, opposed to giving the Chinese tech group access to 5G plans. At a press conference in London he said the US did not have exclusivity on safety and security of its citizens, and predicted Trump would come round to the EU view that they had shared interests in that regard“, I believe that Phil Hogan is right, the foundations of the threats were not based on evidence (as I see it), in addition as the US is losing more and more ground in intel gathering in the Middle East, they will become more and more dependant on the EU and UK sources out there and not sharing is really disadvantageous for the US, it will take well over a decade to regrow the size and quality of sources they had. 

The second issue is seen (at https://www.theguardian.com/world/2020/jan/16/iran-says-it-is-enriching-more-uranium-than-before-nuclear-deal) in the article ‘Germany confirms Trump made trade threat to Europe over Iran policy‘, as we are introduced to ‘Defence minister says Trump threatened to impose 25% tariff on European cars‘, here the stage is different, it is not Annegret Kramp-Karrenbauer, it is the larger EU political community that is the danger. Iran is a clear and present danger, it was so before America offed Qassam Soleimani and Iran will remain a threat after. The media on a global scale has been all about minimising the impact on Iran, even as there was no way that some nuclear deal would ever make it, but the political hacks in the EU had the arrogance to think that they could (a valid option), yet even now, well over a year later, there is still nothing there. Even now as we get from various sources in the media that Iran is presently enriching more Uranium than ever before, we are given the raw dangers. Even as the EU members are in denial through “In invoking the dispute mechanism for the Iran nuclear agreement or Joint Comprehensive Plan of Action (JCPOA) – in other words, in deciding to hold Tehran to account for its breaches of the deal – the UK, France and Germany insist that they are still firmly behind the deal” we see a dangerous escalation delusion from the EU side. the problem is that if Iran makes a false move on willing to talk, we get the same situation that America faced when Japan stated that they were willing to talk in the months before Pearl Harbour, the problem now is that the target is Israel and optionally a scare tactic towards Saudi Arabia and for some reason people are oblivious to the fact that if the ground of one nation is radioactive, that dust is likely to spread to neighbouring nations. As I see it, Iran will not care about what happens to Egypt, Lebanon and Jordan, optionally it will cross the mediteranian and impacts Italy, Spain, Turkey and Greece for generations. If the radioactive matter hits the sea that will happen for certain. Yet the arrogance of the EU politicians that a place like Iran will talk whilst their Uranium enrichment is running at full force is a dangerous precedence. I do believe that America is doing the wrong thing for the right reason and when (not if) that first missile mysteriously makes it into Hezbollah hands, the denials from Iran will be as loud as possible as it will ‘hide’ behind the military power of Russia, I am just not certain if Russia will be willing to be part of that mess.

So even as we see: “Iran initially denied responsibility for the crash, but three days later admitted that it had downed the plane believing it was an incoming US missile. An Iranian national security commission is investigating the episode“, it does not mention that the person releasing the video is now arrested for matters of Iranian national security. Still the EU politicians think that they can weave some kind of deal and the months of delay is working into the Iranian hands as well and those politicians need to be woken up as soon as possible, because once it is too late, the costs will be beyond comprehension and at that point the EU politician will hide behind ‘fair play’ and ‘unforeseen complications’ all whilst history has seen these issues all before. And in all this, the one part that matters is not addressed. Even as we see and are told that Uranium enrichment is at an all time high, the method of how they are doing it is ignored. Thousands of centrifuges were under critical eyes disposed of, so how were they replaced so easily? With the response as to the killing of January 3rd, we now see that there are Iranian claims that enrichment is back, yet how was this done in under two weeks? It could only have been done if the hardware was already there and if enrichment was the main agenda point from before July 2019, and that means that Iran intended to break the Nuclear accords long before they lost one general, is no one seeing that part?

The media is certainly not making any mention in that direction. The fact that one part of the deal was the reduction of centrifuges from 19,000 to 6,104 (at https://edition.cnn.com/2020/01/16/middleeast/rouhani-iran-uranium-enrichment-intl/index.html). So how can they be back to enriching so quickly? The second part is that enrichment would stop at 3.67%, there is no clear word on how rich their uranium is (at present), but there is also the locations, only Natanz was supposed to be active, but the implied amount stated gives rise to the importance of the fact that there is no way that Natanz can produce that much, implying that Arak, Ishafan, or Bushehr is either back online, or that the EU missed a few places (not entirely improbable).

The second part is that the only registered mine is Bandar Abbas, to continue on the track they are now, the traffic there would have increased massively and no one noticed? An optional issue is that there is MORE than one Uranium mine in Iran, this has two distinct issues. In the first it would mean that Iran has a much larger Uranium consideration, the second is that another mine has been largely unnoticed. It all adds up that in the first the EU dropped the ball to a much larger extent, in the second that the EU was unaware and therefor unable and unwilling to be a true investigator. Now we see the bully threat that America wrongfully made for the right reasons. My small speculation becomes, what is happening to the South, South West and West of Tabas (South Khorasan Province)? And in addition, why is there no open awareness in the EU in these matters? 

It gets to be worse, but I will spare you that part (for now). 

There is another side to all this, it is the financial side. All these actions are costing a boatload of money, money that Iran should not have and that implies that it is getting fueled to some extent from somewhere. Even as we are treated to ‘Defying U.S. sanctions, Iran boosts gas oil sales to neighbours‘ (source: Reuters), we are looking at a larger Iranian infrastructure need, and as far as I can tell, gasoil sales will not fuel that need, and even as we are given “more than 80% higher than the previous quarter and nearly four times higher than the first quarter, data from consultancy FGE showed“, the math doesn’t add up.

So either Iran had the means hidden, or there is a larger play going on. Consider that Iran had to replace well over 5,000 centrifuges to make their setting truthful, these things each costs a bundle, the mining operations needed to be ‘upgraded’ through manpower and that is another infusement of funds, last we see the missile and drone programs, it all adds up to the costs that they cannot afford, someone has handed Iran a credit card, or made funds in other ways available and I cannot see where it comes from (which makes sense as I do not walk in those lanes), yet the media is also not reporting on any of that and finding this would be a massive scoop for any paper, so why is there nothing? Is there nothing? If that is so then the nuclear threat from President Rouhani is hollow and empty, but I do not believe that to be true (personal conviction). 

The main problem for all nations is that Iran has an advanced weapons program, one that does NOT include nuclear weapons, yet the technological knowhow is largely there, as we see enrichment continue, the setting for a dirty bomb is merely months away, so Iran could use a dirty bomb in 2020 if it chose so, an actual nuclear weapon is less likely, yet not impossible. The problem that a weapon like that would be developed in unknown (read: unvisited Iranian) locations and the trigger would be part of a non-nuclear bomb, even if there was nuclear fission, they need the bare minimum to test that, hence hiding a 1Kg bomb in 3 tonnes of TNT would be easily hidden. 

When we go by “The total radioactivity of the fission products is extremely large at first, but it falls off at a fairly rapid rate as a result of radioactive decay. Seven hours after a nuclear explosion, residual radioactivity will have decreased to about 10 percent of its amount at 1 hour, and after another 48 hours it will have decreased to 1 percent. (The rule of thumb is that for every sevenfold increase in time after the explosion, the radiation dose rate decreases by a factor of 10.)” (source: Britannica) and a weapon with less than one Kg would be acceptable for testing, Iran has plenty of places where this would happen unobserved and within hours the larger extend would not be registered, the only path is the EMP, as long as there is no measurement around, it will go unnoticed if the bomb is small enough, so as Iran tests its nuclear detonation options, it can go a long way in staying undetected end the nuclear trigger is pretty much the same for a 400Gr and a 10KT bomb, so that is the danger and we have no idea where Iran is at at this point. Yet the latest info is still that Iran has NO nuclear weapons technology. However, if it can create the amounts of fission that Iran is claiming to be making, they might not be far off, in the most positive scenario they are at best a year away from that.

And in that environment the EU politicians rely on ego and arrogance that Iran will play ball, I might not agree with the bully tactic, but in this case the US and all others have very little to go on. My issue is that I personally believe that anyone (including Iran) is innocent until proven guilty, yet as we witness the statements by president Rouhani and the actions by Iran, can we afford to take that path? Can we actively set the stage of endangering the State of Israel (the most likely first target) to this level of danger? And when that happens, what are the levels of danger that Saudi Arabia faces? More importantly, depending of the first blast, what are the dangers of the surrounding nations of the target? Lets not forget that the Suez Canal goes straight through that area, not only destroying an economy, but endangering the economy of the entire EU. 

When we are in a house as it is coming down on top of us, we need to see what our options are and that part is in no way clear, all whilst we know that running out of the house will bring new and other dangers.

 

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Inheritance for the weak

Things happened and things needed to be done, this has been a long standing issue and America took that stance. Yes, we agree that we do not want a war, but Iran made it almost unattainable and something had to be done. So when I see (at https://www.theguardian.com/world/2020/jan/06/nato-chief-holds-back-from-endorsing-us-killing-of-suleimani) the words “Jens Stoltenberg condemns Iran but stresses drone attack decision was not made by Nato” we see a truth, yet the words given are that of a weakling. It gets support from “His intervention came as the EU commission president, Ursula von der Leyen, also warned Iran that “it is imperative that it return to the nuclear deal”, remarks that could presage a European decision to abandon the deal if Iran does not recommit itself to its terms“, another weakling on the European front. They are all about ego and not about realism, for months Iran has ignored the deal, it has traversed transgression point after transgression point and the EU is about ‘Let’s talk a little more’, it is like we are watching the police agree with drug dealers who have brought in 8 containers filled with drugs that they should come in so that an arrangement can be made for container number 9. They are drug dealers, deal with it!

America did the one thing that had to be done and now we see media article after media article on why we should not do it, that same media that has decided not to report on Iranian actions in Yemen, we now see more on ‘Iranian backed Houthis’ and that is as much as we can get from the media. So as we get ‘US allies distance themselves from Trump decision to assassinate Suleimani‘, we see more. I get it, Israel is too close to Iran and they cannot get dragged into it, they are dealing with Hezbollah and that is good. We also see ‘Saudi minister urges restraint in Washington‘, which is slightly less good, but the reasoning is clear, they are close to Iran and in close striking distance, they need to take a cautious stance here, yet Iran had to be dealt with and the killing of Qassam Soleimani is the point of no return, it has been done and now we need to make sure that Tehran realises that the gig is up, we will act and we will come for them, so having weaklings like Stoltenberg and van der Leyen in the EU, who have no issue making strong language when it suits them and their ego’s is a bit of a waste.

So as I read “Mike Pompeo, has already expressed disappointment in the lukewarm reaction of Washington’s European allies” I can only agree with Mike Pompeo. I see the issue that Saudi deputy defence minister, Khalid bin Salman faces and he needs to do what is best for Saudi Arabia, yet most experts are in agreement that the attack on Aramco could only have come through the acts of Iran and via the acts of Iran. The Guardian article also mentioned “There is mounting concern that the more cautious stance by the US-led coalition would make it much less effective and allow Isis to regenerate“, this is the larger issue and Iran has been playing a seesaw card for the longest of times, they have played that card well and that is the pivoting point, now with Soleimani away they will make mistakes, and that is what we needed for the longest of times, there is also the concern that the media is now in another bind. The Washington Post gave us 4 days ago “Soleimani took control of the Quds Force, the external wing of the Revolutionary Guard Corps (IRGC), in the late 1990s and went on to expand its regional presence. He was widely known for his high-profile links to paramilitary groups from Syria to Yemen that are now in the spotlight“, yet the larger newspapers have been shunning reports on Iran action in Yemen for well over a year, so I think that there is a larger play to consider. The spotlights are now illuminating the Iranian acts in Yemen and that is good, there is a larger setting where the media was so on the ‘Nuclear Pact’ deal that they ignored a larger setting, even as Iran ignored certain limits several times over. 

Yet the act of killing also opens up a larger can of worms on the allied side, Luke Hartig (former senior director for counter-terrorism on the national security council) wrote about it he gives us “Trump’s counter-terrorism legacy in Iraq and Syria may be a series of dead bodies but nothing that addresses the core of the problem and no partners willing to help us root it out“, ever since the US has its spats in Iraq we have seen a shifting of CIA staff all over the place, too many were looking for one old man in a cave and they found him (in the end) in Abbottabad, Pakistan but not until a serious amount of time had passed, in the mean time a lot of CIA operatives are useless (known to too many players) and the options for counter intelligence was further impeded by the acts of Julian Assange and ‎Bradley Edward Manning the latter one thought that 3 years of active service was enough to put well over 700,000 classified pieces on Wikileaks. These actions had a lasting effect and will have an effect for close to a decade. Quality Intelligence from the Middle East is only coming from allies (or so it seems). The US has limited action available to them and even whilst we sneer at espionage, we need to realise that it is the importance of it that sets the stage, Sun Tsu was very clear about it in chapter 13 (the Art of War) ‘the importance of developing good information sources‘ is essential and that part is currently missing for the US in the Middle East.

Luke Hartig (at https://www.justsecurity.org/67927/trumps-fatal-mistake-killing-suleimani-vs-countering-isis/) voices it as ‘Trump’s Fatal Mistake: Killing Suleimani vs. Countering ISIS‘, he is not wrong, yet the issue is depending on point of view. I feel that QS was too effective in the Middle East, his meetings tend to voice that part and the fact that two high value targets were taken out with QS was icing on the cake. For the most we ignore the effectiveness of Qassam, yet the truth is that his effectiveness made the Iranian proxy war in Yemen work, I believe that removing him is an essential win for the US, not immediately, but as the Iranian army faces the challenges that they need to find someone as good as QS, they will see that they are merely failing at whatever they try. The Washington Post gives us 5 hours ago “I have more than 4 million followers on various social media networks, and I have received thousands of messages, voice mails and videos from Iranians in cities such as Shiraz, Isfahan, Tehran and even Ahvaz, who are happy about Soleimani’s death. Some complain of the pressure to attend services for him” the Iranian presentation goes on, yet without QS in the mix, it will go a lot less smooth and issues will be overlooked giving s a much larger view on what is happening, optionally the others will get a lot more out of Iran for their trouble and that too aids the effort against Iran. Soleimani was that effective in life. Hartig gives more and it is there that we see his point of view, with “Effective counterterrorism policy is about much more than conducting drone strikes and deploying commandos; it’s about setting the diplomatic and geopolitical conditions for counterterrorism to succeed” he is correct, with the killing of Qassam Soleimani diplomatic and geopolitical options are out of the window, yet in the long run I believe it was the better position to play, the Iranian chess player lost its queen and as such, its chess play will be limited until an equal can be found, or the opposition loses its queen as well. I also agree with Hartig view “President Trump and the true believers in his inner circle have no sense of the strategy it will take to defeat ISIS (or Iran-linked terrorist groups, for that matter). Counterterrorism requires careful, methodical work, undertaken with our closest allies, that builds up local partners, patiently targets key vulnerabilities in the terrorist network over time, and ultimately addresses the long-term drivers of violent extremism“, there is no real tactic to deal with ISIS, it was less clear in the Obama administration, yet they too should have added weights to dealing with ISIS, but the costs were spiralling out of control, and as we consider his words on Africa through “The gains made against al-Shabaab are a result of diplomatic efforts and military assistance designed to stiffen the spine of African Union partners shouldering most of the fight in Somalia. Terrorists in the Sahel have been contained because of rigorous collaboration and modest assistance to the French combined with patient work to bolster regional partners“, we see the larger play, yet in all this QS had the phone number of all those leaders at hand, any of them with a beef against America got a nice weapons deal, now we see another play, without QS these deals will stop and optional larger wins could be made, yet it is not a given. What is a given is the fact that Iran has been out of control for a much longer time and it is high time that some of the egotistical and self wealth concerned players that that under consideration. so when we see ‘Blowback: Iran abandons nuclear limits after US killing‘, we see the wrong message, Iran had already abandoned those limits for a long time, they are merely outspoken about it now and if those in EU charge cannot see them, they should not be in these positions of power. The game and the message changed, but also the lies we see from Iran, it was never ‘Iran drives another stake into the heart of the nuclear deal‘ (source: CNN), it was that there was never going to be a nuclear deal, they ended it when they started the proxy war with Saudi Arabia in Yemen, they needed a large bat to threaten with and they are continuing building that bat, they are however no longer willing to hide their actions to some degree and that works for us (as well).

So even as the Washington Post is all about ‘Iran announces it is suspending its commitments to the 2015 nuclear deal‘ (18 hours ago), let there be no mistake, they had done this in the beginning of 2019 they were merely pussyfooting in diplomatic steps, and now that the failure is out, others will blame this on the US, yet the direct information that I gave months ago was a direct sign that Iran had no intentions to ge back to the table unless they could get 200% out of a deal for them, and that was just not realistic. Qassam Soleimani was very adept in this and now we’ll see a different game, first out of anger, then denial, soon we will get them in a stage of bargaining and some fainted national depression, then the push buttons towards reconstruction and acceptance, yet they will move the table with those two buttons again and again, yet now it will be less expertly managed, which again works for everyone else. 

Iran played the game for too long and for the longest time, no one was willing to hold them to account for their actions. We never wanted to control Iran, we merely needed them to play the game like all the other nations, East and West, North and South, they merely thought they were better than everyone else and now that there is a realistic sense towards war they will have to push through and face several nations in combat, or they will actually sit at a table and negotiate some kind of solution. It is what most wanted all along, it merely never went that way, too much ego and that was always the problem on both sides of the isle.

 

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Interesting options coming

Last Wednesday Germany gave me the boost that I needed to get my first 10 million, it is so nice for Germany to think of little old me, this short fat Australian to make a boost in the Middle Eastern arms race. As the Deutsche Welle reported “Germany drastically cut arms sales to Saudi Arabia in the first six months of 2019 — but did not cut them completely“, I am seeing the opportunity to set up my corporation in Liechtenstein, or Andorra, or perhaps even Monaco to set up transit arms rules. And let’s face it, there might be some additional taxation due, but to make about $10,500,000 a month (before taxation) is still a good way to set the pace, especially when I do it as an Australian Expat (in wherever I am dealing). So until these governments get their senses back, I am looking at setting a deal worth $10,500,000 a month, which means that after tax (and other fees) it will be $2,000,000 – $3,000,000 a month. Tax deductions on the office space (read: nicely sized house) and in 6 months (If I am accepted as the go-between) I would be looking at $10,000,000 per 6 months (if not a little more), I get out of bed for that amount and I still have my 5G IP patents on the back burner as well.

Have you noticed on how all the media is all about the alleged murder of Jamal Khasghogg1, yet the hundred plus journalists in Turkish prison get no consideration at all? At that point the entire debacle of what is allowed is just fish fodder. Even as Deutsche Welle is in the dark to all the events in Pakistan, there is reason to sell Pakistan $115 million, Hungary, a place that has a GST of nil gets to order $1.7 billion, Egypt $801 million and in all this Saudi Arabia is a problem?

In light of all that has happened in Egypt and Pakistan the sentence “The government had pledged no more sales after the killing of journalist Jamal Khashoggi in 2018” has word out its value for some time now, especially when we consider what Turkish journalists have to go through. It is a vile form of discrimination and I was always of the mind that we need to fight discrimination, especially when it optionally makes me $10,000,000 each six months.

The article (at https://www.dw.com/en/germany-reduces-arms-sales-to-saudi-arabia/a-51223414) is not the only one; CNN gave rise to my trading empire to extend to the UAE. Especially in light of ‘Elizabeth Warren slams US arms sales to Saudi Arabia and UAE after CNN report‘ (at https://edition.cnn.com/2019/11/07/politics/elizabeth-warren-yemen-cnn-report-intl/index.html), when we consider that the next president will most likely be a democrat, the paces of war trade needs to be extended in a few places and that is where we see a larger growth, especially when the media is all about ‘Saudi Arabia is ‘gradually running out of money’ and needs IPO to fund reforms, ex-CIA chief says‘, all whilst the US has a debt of $23,000 billion (23 trillion is more correct but no one realises how large that debt is). In that light facilitators for arms deals will be essential. In light of that claim, I am even willing to reduce my commission as long as I keep the house and a total of $25,000,000 is guaranteed whether this is over 2 years or 15 years. You see! I am willing to be flexible, and who is stupid enough to set all these stages over an alleged murdered journalist? Especially when there is absolutely zero follow up on the Turkish journalists in prison (as well as the dozen or so that got killed in dubious circumstances). It has become a discriminative business environment and I see no reason to take advantage of stupid people when the opportunity arises. And in the end let’s be fair, when you can set the stage where you end up with $10,000,000 twice a year, will you walk away? The fact that we also see: “Germany had already authorized €5.3 billion in arms exports, surpassing the total annual figures for 2018 of €4.8 billion” implies a growth industry, so as we add Saudi Arabia and the UAE to the fold, there is no reason that Oman and Bahrain should be exposed as non-receivable partners, all friendly towards Saudi Arabia and as such also growth factors in my future endeavour, let’s face it, when someone comes up to me (seriously) and offers me a trade position as a junior and pupil in a place like Monaco, I am definitely saying ‘Yes!’ (in all honesty, if it ends up being Andorra or Lichtenstein I would say Yes too). Yet Monaco will have the largest office and the need for Middle Eastern players to meet us in their yachts every now and then. As such I feel that I can get used to the life in Monaco.

Couldn’t you? #JustSaying

 

 

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It started with a meme

Yes, I ignored the impeachment news for the longest of time, until the act is there, there is no impeachment. Just for the numbers people, this would be the 5th presidential path to impeachment, John Tyler (10) got his overturned 127-83, Richard Nixon (37) resigned before proceedings began and we got Andrew Johnson (17) and Bill Clinton (42) who both did impeached, by the way, I will forever have issues with a girl who keeps a sperm covered dress out of the laundry unless it was intentional the fact that she intentionally kept it for 9 months, and that is all I have to say on that subject. Now we get to the 45th President Donald Trump. When we look beyond the ‘grabbed her by the pussy‘ issues, we see a stage of bad decisions again and again, oh and I am a Republican at heart, so I am not giving you democratic rhetoric.

The first one is his inability to use social media correctly, even if we ignore the grammar issues on covfefe (aka coffee), we see the foundation of a person who apparently states his own frame of mind in all the wrong ways. In addition to this we see his choices on what to tweet, GQ magazine gave us in addition ‘The CIA Reportedly Pulled Its Top Spy From Russia Because Trump Can’t Keep His Mouth Shut‘ (at https://www.gq.com/story/cia-pulled-russia-spy-because-trump), this is actually the very first moment when impeachment became a reality, when an elected official cannot keep proper national security in line, the entire presidency becomes an issue and doubly so when the transgressor of national security is the President himself. Even if he did not do it, the stage of ‘is it more likely than not‘ has been met and for national security that is enough.

Musical chairs with clowns and politicians

The meme did not strike a chord because of John Oliver, even if he is a well-deserved comedian with a critical side towards politics. It was Jon Steward with the 9/11 Victim Compensation Fund bill (at https://www.usatoday.com/story/news/politics/2019/07/29/trump-sign-9-11-victim-compensation-fund-bill-first-responders/1835550001/), where he addressed a nearly empty congress. The idea that congress would not be there to give support to a bill where firefighters knowingly met certain doom is just beyond acceptable, from my point of view; those who were not there should be named and shamed for years to come. It must be mentioned that President Trump signed it into law and that might be the best thing he has done in his presidency.

The impeachment process continues as I get only an hour ago: “House investigators heard from Fiona Hill, the White House’s former top Russia adviser“, the Washington Post also gave us: “Trump renewed his call to unmask the whistleblower whose complaint sparked the impeachment inquiry“, the fact is not that he wants to know the whistle blower, it will be about the materials that the whistle blowers (plural) are bringing. The additional fact that we get: “Gordon Sondland, the U.S. ambassador to the European Union, who is scheduled to appear Thursday under subpoena” that the mess is a lot larger, the mess that hits the media is not a mess that we could avoid, the issue is that this mess should not have existed in the first place. The call from the democrat from Massachusetts is not to be taken lightly: “Rep. Jim McGovern (D-Mass.) shared a link to an article about Cheney’s comments. He argued that within the past week, Trump has “endangered our troops,” “allowed ISIS to regroup,” “abandoned our allies” and “empowered” the leaders of Russia and Syria. McGovern used another name for the Islamic State“, basically his own fat tweeting fingers got him into this mess. The foundation of what a fashion magazine brings (GQ) is the cornerstone for a much larger issue, the fact that the president of the United States of America is the national security issue is something America has (as far as I can tell) never faced before.

It all comes to blows with “Republicans have seized on a ruling that Rep. Matt Gaetz (R-Fla.) cannot participate in Monday’s deposition of Hill as they continue to argue the process should be open to the public“, for those in the dark, watch the movie called the Post, this is a direct stage where Republicans wanted things out of the media, there the issue was: “With help from editor Ben Bradlee, Graham races to catch up with The New York Times to expose a massive cover-up of government secrets that spans three decades and four U.S. presidents“, the Pentagon papers showed levels of folly never before imagined, and there was a need to go public, however, the Pentagon papers was about a stage 4 years after the war, in the end proving that the Johnson Administration “systematically lied, not only to the public but also to Congress” source NY Times. this time it is different, these are events now playing out, even as the Russian news got out AFTER the agent was safe, the fact that the president is part of a national security danger is just too unacceptable and before this goes to the public, the sources must be heard and vetted behind closed doors, I fully agree and I see the wisdom in that, even if the current president and the current administration does not.

I believe this administration made massive errors in the US China trade wars, and even more errors in the entire Huawei ban, the most visible one is that no evidence was ever presented that Huawei is a national security risk, because of the unproven accusations they are wrong, this is different in the UK where the head of MI6 (Alex Younger) gave the clear premise that no government should be dependent on essential infrastructure from foreign suppliers, which does make sense, but then they order their hardware from Finland and Sweden, so there is still some level of issue in place. the entire matter comes to blows in different ways as the larger group of EU nations (Germany being the latest) has kept the doors open for Huawei, now we get to the stage that America feared, Huawei will enable these nations to make faster headway in Europe, expected losses for the US will go between $5 Billion and $8 Billion in the next three years alone. My own expected IP would be available for implementation by Q2 2021 (if Huawei accepts), implying that there will be a boost to the 400 million small business owners outside of the United States, leaving an optional $4 billion out of reach of the US in that time frame alone, the moment my projection is proven values should double, in addition to that the entire telecom service model will change to a larger degree, giving the small business owners a lot more options to choose from, that part is also part of the impeachment.

When the economic models under this administration fail, the democrats will add that entire cart (whether valid or not) to the blame game. Whether we consider this or not, the current president will to some degree be blamed for not being a Guardian of the Economy. The Huawei and China trade pacts are merely one part in this. This administration has pushed the American deficit to the highest in history, even if we accept that the bulk of that failure are the American corporations who became complacent and flaccid, it is more likely than not that the democratic party will voice this in another way. In addition, the guilty of life for Americans have only gotten worse. At present it seems that the current president failed in at least 6 of his 7 roles, as far as I can tell the other impeachment had less on those presidents, we can argue that an adulterer is supposed to lie about those actions, so let’s not go there.

The roles

Chief Diplomat. Failed, the China trade war, I believe that the acts against Iran were justified.

Chief Legislator. Undecided

Party Leader. Failed, his racist tweets are a clear example and they are not the only one.

Chief Executive. Failed, openly hostile to challenges, his manner towards the National Security Advisors as well as his issue with academic opposition makes him a failed chief executive, He used 4 National Security Advisors in ONE term, which is a record as well.

Chief of State. Failed, the G-20 summit, as well as his dealings with the media gives him a fail mark.

Commander in Chief. Failed, the actions in Syria call his military insight and decision making into doubt to the largest degree.

Chief of Guardian of the Economy. Failed, Chinese trade war could have been prevented, outside factors (like iterative corporations merely added to the failure) and of course there were a few fiscal blunders as well.

The entire national security issue, as well as the connections that are being investigated should have sparked impeachment well over a year ago, perhaps the entire CIA matter ended up being the straw that broke the impeachment camel’s back. #Justsaying 

Yet this entire matter is far from over, the Guardian reported: “Donald Trump’s secretary of defense said on Sunday the Pentagon would cooperate with the House’s impeachment inquiry, while cautioning that Trump may try to restrict his disclosure of information“, whilst CNN gives us “Democrats also face extra scrutiny over their strategy as they race to prove that Trump abused his power by seeking election dirt on former Vice President Joe Biden from the President of Ukraine“, the question becomes why focus on strategy? Are the actions valid or not? Can a case be made or not? That is the mother lode of impeachment. Yet the fact that even Republicans are now more and more in support of the Ukraine investigations are making the map of red a hazardous place, it means that not only is there every chance of the next elected president being a Democrat, they have a real chance of winning both congress and the senate in 2020, this would push republicans out of play for 4 years, 4 years on the sidelines with their only option to play interference to some degree.

This was a race with growing chances; the entire impeachment matter merely hastened the shift from red to blue. At present there are numbers giving rise to the chance that the republicans will lose 7 senate seats, with an additional 4 unknowns that could optionally make the next election the biggest loss for Republicans in the Senate since 1936. In that year Democrat Joseph Robinson ended with 74 seats, I am willing to wager my last $1 that there is an option that the Democrats are at present optionally in a position to get 75 seats; it would be a new record. Republican Nebraska has one small advantage as Ben Sasse was openly critical of President Trump, in 1936 they were independent, this time around there is a chance for Chris Janicek to become Senator for the Democrats if he gets the right support, and of course if he plays his cards right.

Impeachment did no start with a meme, but my look at the shift of comedians and politicians did, when national wisdom and honour comes from a man like Jon Steward (never my favourite comedian) we stop and pause to reassess our values and we look at what we hold to be endearing and holy to us, holy values are not religious values, our family tends to be holy, our achievements are enshrined, but the steps we take to enable the next generation (usually our kids) are our step towards holy grace, we all want to leave something behind that lasts and when the clowns are running the asylum (congress) and Donald McDonalds has a large white Kentucky Fried Chicken mansion on Pennsylvania avenue (a little upstream from the FBI building, we see the folly of choices and we tend to demand change, in the case of America it took almost 4 years to figure out the folly beyond the minimum required degree.

When we seriously consider replacing Donald Trump with Jon Steward as President of the United States, at that point we realise that our values need to be restored, and we will elect whoever will give value to the values that truly matter, social media be damned.

I believe that there is a larger need; not merely the separating from church and state, the separation from corporations and state is now becoming a larger imperative, especially with a national debt that at present exceeds $22.8 trillion dollars with absolutely no plan in sight to repay any of it.

 

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Desert for breakfast

There are moments where you see the road unwind in front of you, I am not meaning in some imaginary way, but in the real sense. Consider Highway 40 from Riyadh to Dammam, and you are on the road getting there, for whatever reason. Now as a driver you see the road ahead of you, yet at some point you do not merely see a mile or two miles ahead, your focus increases and suddenly you see 10-15 miles ahead, you sense all that is coming your way and whatever is driving in front of you. Ask anyone who drives a lot; it happens to all of us. A similar stage is unfolding now and in a different way. The first article in the Arab News gives us: ‘King Salman calls Aramco attacks a ‘cowardly act’ aimed at destabilizing Saudi Arabia‘, it is an important piece in all this, because in very unexpected ways, I believe that his royal highness was incorrect, specifically the part of ‘destabilizing Saudi Arabia‘, as it seems Iran pushed the wrong buttons and achieved the opposite.

We see this in the second part (at https://www.arabnews.com/node/1558581/middle-east), where we see ‘Aramco attacks solidify Iran’s ‘enemy’ status among young Arabs‘, it is not only there, we see that as the media is showing us more on the evil that Iran is doing, we see a movement where consideration towards Iran is waning and the politicians trying to broker selfish deals are now in a stage where their careers are now in question whenever they are talking about finding some political deal. The voices are changing the clearest in France, Britain and Germany, and this implies that not only is the nuclear deal coming to a clear end, there is the additional impact that the Saudi opposition we have seen over the last 6 months are waning as well. I believe that the quote “According to the Arab Youth Survey, which was published in May by the PR consultancy ASDA’A BCW, 67 percent of the region’s youth saw Iran as an enemy, as opposed to 32 percent who saw it as an ally” will shift within the next two weeks, as the Saudi Arabian population is getting more and more of the acts that Iran has been involved in, especially abroad, gives rise that the group seeing Iran as an optional ally will degrade to a mere 25% (or even lower) soon enough, as Saudi International students give rise to the acts of Iran will also give rise to contemplation to other local students wherever they are.

As the stage unfolds towards perceiving Iran as an enemy and a threat to stability in the Middle East, we see a larger group of people advocating harder acts against Iran. I personally believe that the US putting boots on the ground will also help the Saudi population towards the understanding that there is much larger unity against Iran, even as I noted and reported in the last two months that Saudi Arabia had been deserted too often when they were attacked, the last attack had international repercussions and it seems that more and more eyes are looking at what Iran is doing to others, giving a much better view of Saudi Arabia after all the targeted bad events view that the media in the west had been giving Saudi Arabia since 2018 (well, it was since before that, but it became a lot more negative since 2018).

There is an additional reason for a larger unification. As we look at the news, we see CNN report 5 hours ago that “Iran’s foreign minister has raised the prospect of a new agreement with the United States that would see permanent sanctions relief exchanged for Tehran’s permanent denuclearization“, whilst Reuters gives us an hour ago “Iran ruled out the possibility of negotiating a new deal with major powers“, in this we see Iranian Foreign Minister Mohammad Javad Zarif as the two faced monster, merely seeking the limelight at every opportunity he gets. All whilst the Washington Post reports 9 hours ago ‘Iran’s foreign minister says diplomacy with the U.S. is over‘ with the leading quote “any prospect of direct interaction between U.S. and Iranian officials is now officially eliminated“, I personally believe that the people have had enough of the banter by this petulant toddler named Iran, in addition we see that the Media is taking a less positive stance towards Iran, all these elements are seemingly polarising at the same time. Not only is there stronger unison within the Kingdom of Saudi Arabia, there is also a larger awareness that stronger ties with Saudi Arabia could also result a much larger play towards actual Middle Eastern stability.

Yet the battle is not over, only 25 minutes ago, the Financial Times reports (at https://www.ft.com/content/1e818d2e-de30-11e9-9743-db5a370481bc) that ‘France and Germany add backing to call for new Iran nuclear deal‘. Clearly there are mutters in the ranks all over Europe and making sure that everyone knows what games are played becomes essential in stopping Iran. The becomes a larger issue when we see “If it was a bad deal — and I’m willing to accept that, it had many, many defects — then let’s do a better deal,” UK Prime Minister Boris Johnson said. The problem with that statement is that the EU will have to give in towards Iran to some degree and when we consider that Iran has violated conditions of the nuclear pact 4 times already, we see a larger failing. Even as we accept the larger view that the Financial Times gives with: “The time has come for Iran to accept negotiation on a long-term framework for its nuclear programme as well as on issues related to regional security, including its missiles programme and other means of delivery” (a part I do not deny or oppose) the issue is not the media, when you consider the timeline.

Mixing the message

It was interesting to see that the Arab News was on my side 3 weeks before I got here. Arab News (at https://www.arabnews.com/node/1548681) gives us in the article ‘Iran’s mixed messages on negotiations with US‘ several issues and is goes beyond the US, Iran is doing a similar tactic with the EU, the media in the last 24 hours ago are a decent indicator of that.

In the article Dr. Mohammed al-Sulami gives us: “It asserted that Zarif’s attendance provided further proof that it is actually the US president who is suffering diplomatic isolation, as it had previously claimed. Rouhani also announced that he too would not mind meeting with any foreign official, so long as this meeting would bring benefits to Iran and serve its national interests“, as well as “However, the supreme leader has found a possible way out of the current impasse by launching a new slogan, “heroic flexibility,” under the pretext that any negotiations that take place with the “Great Satan” within the framework of aiding Iran’s nuclear program could be allowed if they meet certain objectives“. These parts come to blow when we consider the final quote: “Arab countries should learn the lessons of the recent past and seek to play an effective role in any future negotiations to maintain their own interests, given the fact they are the ones most directly affected by the Iranian regime’s behavior in the region” there is a larger play and even as the limelight is on a nuclear deal and an optional deal with the US, the game that is unfolding is mixed messages that are on the second level aimed at the neighbours of Saudi Arabia.

How did I get there?

There are a few parts in this, first it is the speech by President Rouhani which is the given in the headline ‘Iran asks West to leave Persian Gulf amid heightened tensions‘ with added text “Rouhani separately promised to unveil a regional peace plan at this week’s upcoming high-level meetings at the United Nations“, with all due respect, asking a proxy war player like Iran to handle a peace plan is like asking Mr. Fox whether he could watch your chickens whilst you go out to have lunch, Mr Fox ends up getting a much better meal in the process. I believe that part of this scenario involves Bahrain and the UK Royal Navy base at Salman Port. With the British SAS now upping security, the IRGC would not be able to carry out any actions against targets, they are no match for the British SAS, it would not be a war or a skirmish, and it would merely end up being an exercise in IRGC troop extermination. It is merely one of a few handles that the mixed messages from Iran open. The mixed messages also increase pressures and stress levels in Qatar and the UAE, not to mention Oman.

How wrong am I?

That is up for debate, the entire matter is still moving along and in the end it depends on the moves and actual tactical moves that Iran will make, more important, they will not make a move until the final moment. In all this, as the Arab News reported less than an hour ago (at https://www.arabnews.com/node/1558801/business-economy) where King Hamad of Bahrain denounced the “serious escalation targeting the security and stability of the region”, I believe that this is still true, not in regards to the stability of the Kingdom of Saudi Arabia, yet it is my personal view that the mixed messages is about creating inactions against Iran. It is an intelligent move, with the number of opponents that Iran faces; it wants to keep Qatar, Bahrain and the UAE out of the mix for the longest of times, whilst using the non-aggression pact of Oman to keep waters as traversable as possible. All the indicators I see is that Iran is very much ready for hit and run attacks where it can and when they do take this journey they want local waters (Oman, UAE and Qatar) to be a hindrance for the non-Middle Eastern nations participating in the actions against Iran. It is my personal view and optionally in incorrect one, but I do remember my maritime training and when we take a look at the UN Convention on the Law of the Sea (UNCLOS, Part III), we get to see in Article 41 we see that ships in transit to respect applicable sea lanes and traffic separation schemes. Such a scheme does exist in the Strait of Hormuz, adopted by the International Maritime Organization, which directs westbound traffic within the strait through Iranian territorial waters. It’s not clear where in relation to the outer limit of Iran’s territorial sea the Stena Impero was when the Iranian action took place, but Iran is not alleging the ship had no right to be where it was, and now we see that when article 41 is applied any military vessel obeying that would become a juicy target for Iran, if the bordering nations demand that sea lanes are respected and no transgressions in their local waters will be tolerated, that situation becomes very real; the NATO fleet and US fleet could optionally get stuck in the Gulf of Oman, as such, my view on trying to keep Bahrain, Qatar, Oman and the UAE on the fence would be a larger tactical problem soon enough and whilst Iran plays their mixed messages game and there is no state of war in play, Iran gets to have (for a limited time) a tactical advantage in the Sea of Dammam (aka Persian Gulf).

Basically we would all like desert for breakfast so that the day seems more sweet, however if it was up to Iran, porridge would be the only acceptable dish, salted porridge, served in the Gulf of Oman.

 

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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.

 

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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!

 

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