Tag Archives: economy

By the numbers

As things go, late last night (roughly 20.435 hours ago) I was directed towards a CNN article. The article (at https://www.cnn.com/2026/02/21/politics/economy-gdp-trade-deficit-trump-tariffs) gives us ‘These two new economic numbers blew a hole in Trump’s rosy narrative’ where we see the following issues. The first is “Two new pieces of economic data, one released Thursday and one released Friday, blew another hole in President Donald Trump’s triumphant narrative about the effects of his tariffs. The figures released early Thursday showed Trump had wildly overstated the impact of the tariffs on the trade deficit. The figures released early Friday showed he also had wildly exaggerated economic growth in the fourth quarter of 2025.” My first thought was ‘what else is new’ and it is not based on data. It is based on the presentations that we are given in several ways. As I personally see it, he cannot deal with the thought of being seen as a loser (the bully in him won’t allow this) and we then get to issue number two. “Trump has for years highlighted the trade deficit – the difference between the value of US imports and exports – as a supposed example of how the US is being “ripped off” by other countries. (Many economists disagree with his characterization.) On Wednesday evening, he posted a celebratory message on social media. “THE UNITED STATES TRADE DEFICIT HAS BEEN REDUCED BY 78% BECAUSE OF THE TARIFFS BEING CHARGED TO OTHER COMPANIES AND COUNTRIES,” the all-caps post began. The next morning, though, the Bureau of Economic Analysis revealed the actual 2025 trade deficit in goods and services. It was nearly identical to the 2024 deficit, down just 0.2% — nowhere close to Trump’s professed “78%” decline. And the trade deficit in goods, the items subject to Trump’s sweeping global tariffs, was up 2.1% compared to 2024.

So as we are given “Trump didn’t make up the “78%” figure out of thin air, but it was still deceptive.” I am on the fence there. Pretty much every politician I have ever met uses some form of ‘deceptive presentation’ I have made presentation in the past doing exactly that, although not the the effect that is stated here. Then we get “Trump’s Wednesday post was also inaccurate in suggesting his tariffs are paid by foreign countries. Tariff payments are made by US importers, not foreign exporters, and those importers often pass on some of their costs to consumers. While foreign exporters may sometimes drop their prices to try to keep their products competitive, various  analyses have found that the overwhelming majority of the costs of the tariffs Trump has imposed this term are being covered by a combination of US businesses and US consumers.” So here we are with a CNN article that is like Dynamite (I am certain that Daniel Dale, the writer,  doesn’t have a explosive permission, handed to him by the RCMP)  and it gives us some great settings, settings a lot seemingly have missed. So as we are given “The figures released Friday show just how far from reality his “5.6%” claim was. The economy actually grew at an annualized rate of just 1.4% in the fourth quarter of 2025, much slower than the 4.4% growth in the third quarter of 2025.

The fall government shutdown was a significant factor in the weak figure. Still, Trump claimed growth was 5.6% despite the shutdown, which wasn’t close to correct.” You would think that this is the end of it, but you would be wrong. It kinda connects to something else (or at least this is what I think). The article (at https://www.aol.com/articles/trump-crackdown-drives-80-plunge-221101694.html) gives us ‘Trump crackdown drives 80% plunge in immigrant employment, reshaping labor market, Goldman says’ where we see “A sweeping crackdown on immigration in President Donald Trump’s second term, characterized by elevated deportations and strict new visa bans, has precipitated an 80% collapse in net immigration to the U.S., according to a new analysis by Goldman Sachs. The report, released Feb. 16, warns the dramatic contraction in the flow of foreign-born workers is fundamentally altering the nation’s labor supply mathematics and lowering the threshold for job growth needed to maintain economic stability.

So not only are the American getting hoodwinked now, but the hoodwinking will continue and get worse as I see it. The setting of “The investment bank’s U.S. economics team, in a report led by David Mericle, projected a precipitous drop in the arrival of new workers. While net immigration averaged approximately 1 million people per year during the 2010s, that figure fell to 500,000 in 2025 and is projected to plummet further to just 200,000 in 2026, Goldman said. That represents an 80% decline from the historical baseline, a shift the report attributes directly to aggressive policy changes, including “elevated deportations,” a recently announced pause on immigrant visa processing for 75 countries, and an expanded travel ban.

The economists note these measures are likely to “slow inflows of visa and green card recipients” significantly, while the “loss of Temporary Protected Status for immigrants from some countries” poses further downside risks to the labor supply. The report explicitly links the forecasted drop to elevated deportations and tighter visa and green card policies.” It relates because the view that it gives me is that the ‘true’ setting of 1.4% might go down further to a mere 1.12% and that is really not good news for the Americans, I might even call it massively drastic. Should the AI drive decline further (which I personally expect to kick in this year) there is a chance that the American economy might rise no more than 1%. Do you actually think that the current president of the United States is willing to hand out that result to the public? His current rating is set to 36%-47% and it is about to get a few klicks worse, how much worse? I have no way of knowing that, but the CNN article and the AOL data might give rise for American to dislike him a little more than they did yesterday. I reckon that the 80% plunge in immigrant employment data will set certain people up the wall and I believe that there is a certain relationship and as I see it, people on nearly al levels are no longer smitten with him and I reckon that it is about to get worse. But in this I am speculating and I have no data other than the one I see and it gives what some call a ‘hinkey’ setting of the American economy is about to take a dive, because as I see it, there is only so much you can ‘misrepresent’ and deception gets seen by all who are mulling the numbers over and the captains of industry that the USA has, will see that the ride is over. As I see it, the the numbers are given and the United States of America is showing a mere 1% gain, the threshold for pushing that place into a recession will be met and as I see it, it will be a nasty separation between the United States of America and the business world. The place to hide it all will be goin, going, gone. 

Could I be wrong?
That is an important questions, I always look at the setting that I could be wrong and it is the same here, But when you look at the AOL article in combination with the CNN article shows a setting and it is not alone, the stage that David Kelly, Chief Global Strategist at J.P. Morgan Asset Management gave us last October is showing us that these two articles are a little more alarming than we think they are. And when we see that the Strategista Globalis Princeps was a little more on the money than perhaps even he saw the stage towards recession is almost complete. It merely needs 2-5 American billionaires to take a runner towards the zero tax sands of Monaco, the UAE or the Bahamas for the panic buttons to be pushed which will make the lines of recession to be a decent certainty.  But in all this I still could be wrong because I react to media and as long as their reliability is too low, there is every chance that my view will be wrong too.

So have a great day and feel free to enjoy the last day of your weekend. The end of mine is a mere 100 minutes away.

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Who are they kidding?

That was what I was thinking when I got the following news articles. First there was ‘Rubio says US and Europe ‘belong together’ despite tensions’ (at https://www.bbc.com/news/articles/c2lrdq47149o), which is astounding as Rubio’s administration wanted to court someones else’s partner, fuck that partner and take whatever they could get (which is my version of the state of affairs) and I am pretty certain all Danes see it in the same way. So when we get “The US secretary of state told the Munich Security Conference: “We do not seek to separate, but to revitalise an old friendship and renew the greatest civilisation in human history.”

He criticised European immigration, trade and climate policies, but the overall tenor of the closely-watched speech was markedly different to Vice-President JD Vance’s at the same event last year, during which he scolded continental leaders.” I personally see the setting of “the overall tenor of the closely-watched speech was markedly different to Vice-President JD Vance” is (as I personally see it) set in two ways. The first way is that America is now ‘scared’ that like Canada, the EU will tighten trade settings with China and that ends a few things right there and right quick. The second one is that they are also worried that cash will run out before this administration leaves the White House, something that is becoming a real fear for them. They make claims on the ‘massive’ wins their economy is making, but the American people aren’t seeing that. Moreover, big tech just shed 165,000 people and at least 127,000 were let go in 2025. All these people need jobs and these jobs aren’t coming (back) and that is before you take into account what damage the hospitality is showing. The larger settings here are numerous ways that certain people aren’t being made aware of. Al Jazeera gives us ‘The US economy seems strong after a year of Trump, but is it really?’ (at https://www.aljazeera.com/economy/2026/1/19/the-us-economy-seems-strong-after-a-year-of-trump-but-is-it-really#) where we see “experts say, is that the stock market boom has helped to mask deeper underlying problems in the economy.” As well as “despite the impressive GDP numbers, that growth is not being accompanied by an increase in hiring. While hospitality and healthcare added workers last year, retail, manufacturing and construction – sectors that rely heavily on migrants – all shed jobs.” So basically these tech companies are doing decently well because they shed 127,000 jobs. Costs down, profits up. That is how I see it. And that is the preamble of a brain-drain, because the people need jobs and they will work for whomever pays them. And these so called ‘high potential workers’ will accept a job at ADNOC (or Aramco) to provide for their families, as such the brain-drain begins and they are nervous, because the Europeans are in pretty much the same setting and it is an employers market now. They will take the best for the jobs (as well as a few other reasons) and at that point the people will go where they are needed. And this is merely an example using two corporations. 

The second article was also from the BBC (at https://www.bbc.com/news/articles/cjrq2r9y278o) where we see ‘‘Trump will be gone in three years’: Top Democrats try to reassure Europe’ and as I see it, it is too late for that. They elected a president that made a mess of things, he is accused of appeasing Russia and has tried to take their lands and threaten them. There is something seriously wrong in the areas of the Unites States of America. So whilst they hear ““If there’s nothing else I can communicate today,” California Governor Gavin Newsom said at a conference event on Friday, “Donald Trump is temporary. He’ll be gone in three years.”” 

And there is the realisation that in three years there might not be a United States of America left. The mess is too intense, the chaos is unabating and the American administration mess with their ICE and other settings like the U.S. Customs and Border Protection (CBP) issues, the VISA integrity issues, the alleged data phishing settings and that is merely the first setting. It will take the best part of a decade to optionally win back Europe and the Commonwealth and they don’t have that kind of time. They too have their issues and together it might have worked out. With this administration the Commonwealth and the EU are seeing a non-option in play and that is the setting China has been waiting for. When China has the ear of the EU and the Commonwealth there is every chance that it will dump whatever bonds of the US treasury it has left and push the USA over the edge. That is an actual real fear that Wall Street has and the sugar coated messages does not alleviate that fear (like the Disney Credit Card). So these two settings are in the back of the minds of the shakers of the EU and the Commonwealth. So whilst we get ““The reason we’re here is to provide reassurance that we understand how important our European allies are,” Democratic Senator Jeanne Shaheen of New Hampshire said.” Their nation has elected a president who does not feel that way and that is the reality for the EU and the Commonwealth for at least three more years. A setting that seems to be lost on these people, or they might not be able to fix that problem. So after the first failed attempt to impeach him, he was convicted of 34 felony counts, he was reelected and makes a bigger mess of things and there is nothing the other side can seemingly do. As such the EU and the Commonwealth have had enough of that and they are looking for other options and in the back there is China looking at what is in it for them. And as I personally see it, China is merely one slam-dunk away from total victory. If the setting of “The EU faces a significant trade deficit, which exceeded €300 billion in 2024, prompting calls for more balanced trade.” I reckon that if China finds a solution when that deficit is lessened by at least €250 billion, the EU will consider that move and it will not be too costly for China either. Because the open door will give rather large opportunities and should their solutions be brought to the Middle East and the EU, China will be getting the better part of the deal, whilst diminishing the current footprint the USA has on these two regions. A setting that most fear, or they are in dubio because of what the USA ‘spouts’ (as the term goes) but the larger setting is out in the open and the actions of this President aren’t helping anyone, least of all the people of the United States and as I see it, should PM Mark Carney take the lead and set the trades in a prosperous setting towards the EU (and Canada of course) The Republicans and the United Stated are truly done for. Consider this nightmare, Microsoft out, LibreOffice and Tencent technology in. That could be a 20-40 billion a year hit to Microsoft and connected services. Then we get American Tower Corporation out and Huawei in. That is not a given, but the likelihood of that happening becomes more and more realistic, the actions of this America Administration is making this so and the American Tower Corporation is set to 149,000 communications sites and nearly 107,000 properties internationally. Now this will not go in a day, or even a year, but when these two, merely these two corporations shed 10%-20% revenue. It is my believe that the US Debt will strangle America within 2-3 years. That is the one setting no one is looking at and now that China has a dialogue with PM Mark Carney and Ursula von der Leyen that setting becomes as real as it can be. The question is how ready is China to take that lead, or perhaps they want to wait a year for the setting of the USA to become almost desperate, because there is only so much the USA can hide in papers and they are running out of space. 

Am I a doom speaker? I am speculating to a larger extent, but who knew that these two companies could throttle the USA? Who saw the Microsoft v OpenAI break up coming? Just simple questions that should be on the forefront of many minds and the problem is that the media is no longer to be trusted, it goes against their need for the digital dollar. The clickbait hype that too many media are focussing on. So where is the real news? Who had heard of the American Tower Corporation? Simple questions really. 

So have a great day and consider that Coffee with cream and sugar is written as “加奶油和糖的咖啡” till next time.

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As the world grows smaller

That is at times the setting, not because we are shrinking, but people leap with larger bounds, seek more distant settings and as distant settings become more and more reachable we seem to be shrinking. For the world this also means that other means become available. And here The United Arab Emirates take a leap, more specifically the ADNOC (Abu Dhabi National Oil Company) seeks to deliver LNG, more even better stated more LNG to the world as we are handed that “Abu Dhabi National Oil Co.’s shipping arm is evaluating the purchase of liquefied natural gas tankers as the state producer accelerates its push into global gas trading. Adnoc Logistics & Services may order four to six vessels to support the group’s expanding international business, Chief Executive Officer Abdulkareem Al Masabi said in an interview Wednesday. The order would come in addition to 14 LNG carriers already contracted to serve export projects in the United Arab Emirates.” this comes with the added setting of “Some of the new tankers could be ordered this year if a decision is taken to buy them, Al Masabi said without disclosing the potential cost. The company said Thursday that it continues to monitor developments in the global LNG market, but no orders for additional LNG vessels have been decided. Expanding the fleet would give Adnoc greater flexibility to market cargoes internationally rather than relying solely on long-term contracts.” Come to think of it, I wrote ‘Sinking a dilemma’ on February 1st 2026 (at https://lawlordtobe.com/2026/02/01/sinking-a-dilemma/) seems like a nice coincidence, because that tunnel might avoid several pressures. And as we are given “Al Masabi also said tensions in the Red Sea have “calmed down,” though the route remains sensitive after months of attacks by Iranian-linked Houthi forces prompted many shipping companies to avoid the area. Some operators have recently resumed or increased voyages through the corridor.” This doesn’t cover the pressures there were, but it is related. If there are more options, more and more countries will hammer the Houthi forces with drones (and optionally actual aircrafts) to keep the Houthi population down (preferable close to zero). But these forces rely on Iranian support and at present Iran is walking a fine line. I personally am still open to the destruction of their oil reserves as an empty coffer wouldn’t allow them to buy any DLE-170 170CC Twin Two-stroke part, as such the problem also goes away. Yes, I know it is a figment of my imagination, but the idea that the Iranian Credit Card is no longer allowed to be used to buy any weapons is a nice dream to have. And as we are also given “Adnoc L&S is adding vessels to handle rising domestic export capacity. The company will take delivery of two LNG carriers this year — adding to four already received — to transport gas from Abu Dhabi’s existing export terminal at Das Island. A further eight ships will serve the Ruwais LNG terminal under construction on the Gulf coast, which is scheduled for completion in 2028.” As such (as I see it) Emirati export is going nicely in an upward setting. 

But personally (which might rely on flawed logic) there is every chance that people working in the oil and gas industry might also find employment there. It comes with all kinds of settings (not all seen as positive) as you might find yourself doing a tour on Das Island which is around 173.4 KM away from the party centres of Dubai and Abu Dhabi, but I reckon that its airport makes that trip in under an hour (call for specifics +97126063622). And that is the symbiosis you would want, work hard all day and twice a week (or a weekend) splash it around in either two places. But I might be oversimplifying the problem. 

What does matter that ADNOC has a growing availability of something almost the entire world needs and that makes it a sellers market. So get your orders of LNG in quick, once the contracts are signed the abundance goes away for you.

Have a great day, time for me to seek out the coolness of ice coffee and take a small walk.

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Bank on this

Early this morning the Khaleej Times alerted me to a story (any https://www.khaleejtimes.com/business/finance/united-arab-bank-posts-45-surge-in-2025-profit-as-assets-and-income-climb). Now we all assume that banks make all the money, but that is not the whole story. You see under Sharia law banks have ‘limitations’. Or perhaps better stated “Islamic banking operates under Shariah law, primarily prohibiting interest (aka: riba), excessive uncertainty (aka: gharar), and gambling (aka: maisir). Key rules include mandatory asset-backing for transactions, sharing risks and profits between bank and customer, and investing only in ethical, halal businesses. Common structures include Murabaha (cost-plus financing), Ijarah (leasing), and Musharaka (joint venture).” Are settings that an islamic banks need to adhere to. So when you see these ‘limitations’ and then the Khaleej Times gives us ‘United Arab Bank posts 45% surge in 2025 profit as assets and income climb’ we might see another side, mainly the side of how well the UAE is doing at present. The subtext “A key highlight of the year was the Sharjah-based lender’s successful Dh1.03 billion rights issue, which increased the bank’s paid-up capital by around 50%” with the added “The bank recorded a net profit of Dh438 million for the year ended 31 December 2025, up from Dh301 million in 2024. Total income climbed 31 per cent to Dh797 million, fueled by what the bank described as “strong momentum” across its core businesses. Non-interest income surged by 56 per cent, while net interest income rose 24 per cent.” this is what I call a massive boost to the UAE economy, so whilst you are getting fed up (tired too) on how bad the United States is doing, you see here an example on how it could be done and people better consider the fallout, because at present any dollar (Euro’s and Pounds too) that aren’t currently being invested in Europe, America, Commonwealth, Europe and a few other places are likely being invested in the UAE. I don’t know how well Saudi Arabia is doing, but it is doing a lot better than Europe. So when we get to “Chairman Sheikh Mohammed bin Faisal bin Sultan Al Qassimi said 2025 marked a pivotal year for the bank as it celebrated its golden jubilee and unveiled a refreshed brand identity. “It proved to be a transformative period for UAB, reinforced by decisive strategic initiatives and robust financial performance,” he said. “Operationally, the Bank delivered solid profitability, supported by disciplined execution, prudent risk management, and enhanced operating leverage.”” You know that they are doing it right and a strong willed and able minded board of directors was at the head of that setting. I reckon that the western world will eagerly look at the reports of SAMA (Saudi Central Bank) and the CBUAE (Central Bank of the United Arab Emirates). Because as I see it, the 2025 results are merely the beginning and if my predictions hold firm, the Western world (and its banks) will come under the spell of ‘Dry Well psychoses’ soon enough and when the opportunities of Wall Street dry up because of the economy in the United States, these two countries will get a lot of opportunities ‘handed’ to them and whilst we might worry about the Influence they will gain, these ‘new’ banks will have to adhere to Sharia law and the laws of the land, which prohibits them from making certain steps. So while we might stop at “UAB also reported healthy asset quality, with a net reversal of impairment charges amounting to Dh51 million, translating to a cost of risk of –41 basis points. The bank attributed this to strong recoveries and its “robust risk framework.” Its cost-to-income ratio improved to 46 per cent, down from 52 per cent the previous year, while return on shareholders’ equity stood at 16 per cent.” Banks on a global setting haven’t seen this since the post-WWII Golden Age, which went from 1950–1973, as such the last really successful ‘boom’ period was 53 years ago, so you better bet on the non-Islamic banks taking notice at present. Whilst President Trump will be wondering where the money is going to and he might wonder why no one is betting on his ‘beautiful’ bills, I get the notion that banks might want to vacate towards the settings of SAMA and the CBUAE at their earliest convenience, especially as this comes with an almost certain guarantee for return on their investors. As such I noticed the settings we are given and I wonder how well ADNOC is doing in all this, because their profits go somewhere, don’t they and as I see it, the CBUAE is a safe bet to consider. 

Have a great day today, Perhaps tomorrow I get to write on some gaming IP. 

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Where are we heading?

That is the setting that I foresee and it worries me. I ‘accidentally’ stumbled upon an article (at https://oilprice.com/Latest-Energy-News/World-News/Saudi-Aramco-Dismisses-Oil-Glut-Narrative-as-Seriously-Exaggerated.html) where we can watch a disturbing element. The headline given is ‘Saudi Aramco Dismisses Oil Glut Narrative as ‘Seriously Exaggerated’’it paused me as oil glut is defined as “An oil glut occurs when the global supply of crude oil significantly exceeds demand, resulting in an oversupply that cannot be fully consumed or sol” it would drive prices down, now we are always ‘in the market’ for cheap oil and even as I never gave credence to a car, I get why we need it. So the article gives us “The International Energy Agency (IEA) this week raised its oil demand growth estimate and expects growth at 930,000 barrels per day (bpd) in 2026, up by 70,000 bpd from last month’s assessment”, so who is the IEA? As given (at the IEA site) “The IEA family is made up of 32 Member countries, 13 Association countries, and 4 Accession countries seeking IEA membership” now for the interesting setting. This setting does include the United States (Brent oil) but does not include Saudi Arabia (Aramco) or the UAE (ADNOC), how do they get to drive down the price and talk about ‘oil demand’? Especially with the two largest contributors missing, oh, and it is also missing Iran and Venezuela. So is this a place where whining individuals start doing the Oliver Twist (please, can I have some more?) And where is the justice in making anyone produce more? Oil is a finite commodity and the nations who have it have every right to get their stock valued as high as possible (which is not in my best interest) but I gather that the United States have their stock in this through Brent Oil. As we are ‘given’ that “In 2024, the U.S. exported approximately 10.7 million barrels per day (b/d) of petroleum, while importing roughly 8.4 million b/d. The U.S. primarily exports light sweet crude and refined products like gasoline and diesel to over 170 countries.” As such they export 100% of what they import, as such they want the oil as cheap as possible, so their profit margins go up as much as possible. And for them 10,700,000 daily barrels where the price goes down 10%, whilst selling goes u by 5% makes for an interesting spreadsheet. But I do not see that part reflected anywhere do I? As such I wonder who will speak up for Saudi Arabia or the UAE? I personally don’t care that much about Venezuela or Iran but there you have it. A micro economy that is ultimately bending to the will of America and its need for greed. A setting that is not in the interest of either Saudi Arabia or the UAE and we are passing that by for the need of greed?  And when you realise this oil glut is a scenario that the IEA prefers, because they want to spike their profits and that is only possible when they bring oil prices down, but oil will spike and sooner than you think. With these data centers popping out nearly everywhere, the setting gets a much larger spike, because the planet is low on energy resources. And the IEA has you covered there too. They give us “Global electricity generation to supply data centres is projected to grow from 460 TWh in 2024 to over 1000 TWh in 2030 and 1300 TWh in 2035 in the Base Case.” Consider that setting when you consider that the Energy requirements of data centers will more than double over the next 4 years. That comes down to 25% growth a year and the nuclear facilities that are under construction will not come online before 2035. So where will oil stand in that case? I might not care about oil, but when the population of nearly every country will bitch when their petrol prices keep on spiking, year after year.

That is the reality and as I see it, the people ‘needing’ data centers also need oil prices to go down, so how is this fair on Saudi Arabia or the UAE? We seemingly forget on what is fair. The setting is as I see it jumping into the proverbial exploitation setting of the United States and after Venezuela and Greenland, sod we need to give in to the United States, more over can we even consider giving in to this American Administration and its need for greed? They wasted to opportunities they had and they now have a $38,600,000,000,000 debt. I think we have given enough, time to bail out and time to find more responsible people, because some say that greed is eternal, and until now I really never saw it that way. 

We are in a dangerous time and adjusting the ‘economic’ sentiment to what greed America and its vessels have is clearly the wrong move. So whilst the oilprce article gives us “But the market continues to be oversupplied, the Paris-based agency noted. “Indeed, benchmark crude oil prices remain $16/bbl lower than a year ago, reflecting the large global supply surplus that built up over the past 12 months, in line with our forecasts,” the IEA said.” As such the response “Oil glut predictions are seriously exaggerated,” by Aramco’s Nasser seem to be spot on. And it seems he is alone preaching against the choir of greed driven individuals. And as I see it, the IEA seemingly agrees with him. 

So where do we go now?

Have a great day today, I am a mere 150 minutes from breakfast at this time.

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Is the media at fault?

That was going through my head as I looked at an article by Sky news which was an astonishing 53 words (and a video), including the 6 words for “Sky News US Analyst Michael Ware” It’s scary but here it is. (At https://www.skynews.com.au/world-news/global-affairs/donald-trump-is-deadly-serious-about-greenland-takeover/video/d24dd0c9d8d3f3642e98b506d29fe686)

In the meantime, someone is making cash out of the new European slogan (at least I think it is European) with

So President Trump is serious about the takeover and I still think it is because America is running out of money and it will hit a devestational setting before he gets out of the Oval Office. That is perhaps the only reason why he is worried, he would love to hand that to the Democrats and blame them for everything, but the truth of the matter is that the debt was handed down from every president passed after President Clinton. He was the last president with green ink on his fingers and there are all kinds of excuses to had down left, right and center, but All of them contributed to the current debt which is now over $38.4 trillion. It took 24 years of overspending to get to this and they all did their part. Now we are in a stage where the debt is so crushing that the United States of America has to invade Venezuela, steal their oil and now seemingly requires the annexation of Greenland to get a pass on the United States Credit Card. Don’t take my word for it, take the word of someone who gave you that news on January 7th “J.P. Morgan’s David Kelly warned this week that while America is “going broke” it’s doing so slowly enough that markets aren’t panicking yet.” I was on board with that setting with by October 4th 2021 (at https://lawlordtobe.com/2021/10/04/utter-insanity/) when I wrote ‘Utter Insanity’, So I was on board before that, when I wrote an article in 2013. And the media messed it all? Ask your self how a non-economic can find that whilst the economics at the New York Times, the Wall Street Journal, the Guardian, and many more papers missed all this? How about calling this (as the saying goes) clusterfuck to a media whoring for digital dollars and appeasing their ‘crowds’ before informing the audience. I have said it often enough, the media does nothing unless it is approved by the share holders, the stake holders and the advertisers. The audience is a distant 4th, not a good thought to entertain is it? Now we get the White House Dopey (as some call him) to scream National security and they are involving the one party who already has 70% of all rare earths (yes, that would be China) and Russia? Russia is being bitch slapped all over Europe by the Ukraine at present, as such they should not pose a challenging opponent, even without the United States assisting NATO. Only one publisher (Fortune) gave us that news in October 2025. As I see it, not one of these economic Dodo’s should ever attend a economic event until they did right by JP Morgan and David Kelly by illuminating the setting the United States are handing us. They are basically hiding war crimes (as I personally see it) and no bitchy “The stakeholder told us so” unless you give complete name and optional rank (read: corporation) settings attached to that person. Because some people seem to have forgotten: 

So, who reported that in regard to the invasion of Venezuela? And where was António Guterres, Secretary-General of the United Nations in all this, or the Greenland setting for that matter.

A nice stage the media created for us, whilst most of theme they are hiding behind ‘the people have a right to know’ it seems that this slogan goes missing in the fog where stakeholders are involved. So I put it to you bluntly, is the media to blame for the settings we see nowadays?

And whilst Europe is uniting together against the threats by President Trump, I still have to see these nations proclaiming they will dump their US Treasury bonds over this, with almost 3 trillion dollars in bonds. Interesting that no media set out that setting either, I came up with that several days ago, the United States left empty and without a solace and no bullets were required to counter that. The United States might have survived that, but the stretching of their Credit Cards would be brought to their utter limits, suddenly there would be no hiding behind anything. And whilst President Trump is boasting on his platform, those with money are getting out fast. And ‘now’ BlackRock CEO Larry Fink feels the market’s attention could soon shift toward the ballooning U.S. national debt. With U.S. debt now soaring over $38 trillion, Fink believes that markets are underestimating the moment when fiscal policy, not monetary policy, becomes a major problem. He gave us this 14 hours ago (at https://www.thestreet.com/investing/blackrock-ceo-delivers-blunt-warning-on-us-national-debt). 

As such I think that I have been on the right foot all along, because I saw this moment come in 2013, I wasn’t sure when, but the ‘none commission’ of countering that debt was clear. I advocated that the rewriting of tax laws was required a quarter of a century ago (read: 25 years), it was before I started my blog, so there is that not for show. But the setting of a rewrite of tax laws was shown to be pretty much certain at that point and now the United States have nothing to show for their inactions of a quarter of a century, well they have their $38,400,000,000,000 debt, so they have something to show for it, but that merely gives a handle to the banks giving them that debt. 

As such I wonder if the media should be blamed for it all, if they disapprove, feel free to publish the stories you neglected over the years with clear mention of the stakeholders involved, they’ll definitely love that. So have a great day and consider all the things that the stakeholders of the media are withholding from you today, I need to prepare dinner. Still two hours until Vancouver makes it to today.

Vancouver, Canada, Larry Fink, BlackRock, the Street, US debt, United States, President Trump, Europe, US Treasury, President Clinton, NATO, Greenland, Russia, China, the New York Times, the Wall Street Journal, the Guardian, Venezuela, Sky news, Michael Ware, Fortune, David Kelly, JP Morgan, 

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A call to arms

That is at the foundation of my thinking. When I saw the news ‘Trump threatens new tariffs on countries opposed to Greenland takeover’ (at https://www.bbc.com/news/articles/c9qpy952xvno), Al Jazeera gave nearly the same news, something cracked in me. I became agitated and as such something has to be done. We can threaten with arms, but my skill (beside a marksman) has always been my insight in data. And as Such I am calling the following persons to active duty of a sort.

There might be more, but they would fall under the ‘all other’ mention that the US Treasury has, it would be nice if China and Japan would stand with the EU and Nato, but they have their own ponds to worry about. But these people control $2.8868 Trillion in US Treasury bonds and with America now threatening those who stand with Denmark and Greenland with tariff sanctions, there comes a need to show that man who has the power and it is not him. As such I am kindly asking these people to sell (or dump) all the treasury bonds they have and give President Trump a decent headache of nearly 3 trillion dollars. 

I reckon that he will sing a very different tune soon enough. The entire setting of ‘national security’ is just an excuse for something else and I have voiced my concern more than once, but in this case it is a simple setting of “President Donald Trump on Friday threatened to place tariffs on nations that do not go along with his ambitions to annex Greenland.” And I feel for Denmark and as such it is time to turn the play around, because with additional trillions, America will get a new severe headache. One that they cannot run from because they never controlled their spending habit. I agree it is a bit much, but seeing that most of us are being made redundant whilst we see this happening and the media is going along with whatever story they are handed from the power players I a little bit too much for me, and as such I propose this solution. 

Perhaps this will wake up the American Administration into playing nice, there is only so much we are willing to accept. So have a great day, it is 05:30 here now and I am currently done with sleeping. It sucks to be me.

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The call from outside

That is at times the setting we anticipate, but is that always the case? The Guardian (at https://www.theguardian.com/business/2026/jan/12/jerome-powell-investigation-explained) gives us ‘Why is Trump’s justice department investigating Fed chair Jerome Powell?’ Personally when you make blunders the way President Trump is making them, you need one man in your corner and I reckon it is supposed to be Jerome Powell, the Fed chair is supposed to be impartial, as such he would be a tremendous ally, even as the setting stands, so what gives? Well, I reckon that some see that Stage four of the American collapse has begun. I think the same thing for other reasons but their voice fills the few gaps I had, so there it is. Ad the Guardian gives us “Powell publicly denounced the inquiry as punishment for not bowing to the president’s wishes on interest rates” too, right under the headline. As such we are also given that “Trump has long wanted the Fed to lower interest rates, claiming that cutting rates would save “$1tn a year” and spur economic activity.” But at present (as It stands) we are given “Economists have also sounded the alarm, warning that Trump’s attempts to influence the Fed could risk plunging the US into a period of 1970s-style inflation, and trigger a global backlash in financial markets.” And even as they have Jerome Powell, is not alone here. We are given “Powell alone does not set interest rates. He is part of the Federal Open Market Committee (FOMC), the 12-member board that votes eight times a year on any changes to interest rates. Though Powell is just one vote out of 12, he has enormous sway as the most influential voice on the state of the US economy.” And this comes with “Fed economists often refer to the central bank’s “dual mandate”: mitigating price increases, while keeping unemployment low. Cutting rates too quickly risks higher inflation in the long term, but rates that are too high can stagnate the labor market.” To translate this, we have a house, there are three element that can be set. The house can be built Fast<>Slow, The quality of the house can be High<> Low and the Price can be High<>Low. Now the game tells us that we can set two dials, the third is forced upon us. So we can have a high quality low priced house, but the speed will then be slow. You get the idea, the third dial never ever goes your way and that is what the Federal Exchange is working with and with that setting there are problems and the interest rates are the third dial. President Trump can blow all he wants like the big bad wolf, but the Exchange rates building is build out of bricks and mortar, not straw and not wood. So whilst he wants for pressure all around him, he is now facing the ‘beginning’ of what some call ‘Hyperinflation’, I am not one of them, because I lack the economic degrees to do this comfortably. But the signs have been out there. As Saudi Arabia and Chiba are selling the US Treasury bonds, the world is watching how America is drowning its own country. 

All this is happening whilst ABC gives us (at https://www.abc.net.au/news/2026-01-12/criminal-investigation-opens-into-us-federal-reserve-chair/106220038) ‘US federal prosecutors open criminal inquiry into US Federal Reserve chair’ and heart we are given “US federal prosecutors have opened a criminal inquiry into the US Federal Reserve chair, Jerome Powell, he said on Sunday, local time. Mr Powell says he was threatened with criminal charges because he had set interest rates based on economic analysis rather than politics”, as well as “The legal threat amounts to a dramatic escalation in a fight between Mr Powell and US President Donald Trump, with analysts saying it could affect longer-term Australian interest rates.” As I personally see it, President Trump better come with massively verifiable evidence. There is every chance that Jerome Powell will stat some liability case with a pay out in the billions. I reckon that this will stump the economy to a much larger degree, because whomever fills that chair (I have no idea who does) better not play the political game until this president is gone, as such President Trump for the most lost all the marbles in this game and he will not get any other marbles. As such several states will seek safety FROM President Trump instead of with President Trump and the White House. I reckon that if Texas and California seek such a solution the age of the White House getting any input will be swayed towards other settings before long,. But this last part is pure speculation. But the sentiment rings true. And whilst China is dumping whatever US Bonds they might still have, it will hit America much harder that they bargained for. So whilst the ABC gives us ““On Friday, the Department of Justice served the Federal Reserve with grand jury subpoenas, threatening a criminal indictment related to my testimony before the Senate Banking Committee last June,” Mr Powell said in a statement. The testimony concerned, in part, a multi-year project to renovate historic Federal Reserve office buildings. “But this unprecedented action should be seen in the broader context of the administration’s threats and ongoing pressure,” he said. “This new threat is not about my testimony last June or about the renovation of the Federal Reserve buildings. “I have deep respect for the rule of law and for accountability in our democracy. No-one — certainly not the chair of the Federal Reserve — is above the law.”” But that opens up another an of worms, all the evidence concerning the Tariffs are now brought into the light, as such all the claims the American Administration made on the profits ‘gained’ can now be brought into the light and it will merely take one democratic voice to add this to any testimony that is given and the game is up for this Administration. As such I reckon that this is a really silly move. And when you consider the idea that this is not how this plays. Consider that one of the questions that are entertained “Why are the interest rates increasing?” And it only requires one of the following answers in any related subpoena: “The tariffs weren’t giving us the revenue we were told”, “Tourism had much less revenue in 2025 due to connected issues shutting down” or even “Canada has been cancelling orders for many billions and we have to get the articles somewhere else and more expensive” any of these three answers are needed and all three are expected to come into that setting and they would all have raised interest rates. So how about that? President Trump seemingly shot himself in the foot yet again. A folly from start to finish.

And all this is a given, because the Guardian gives us (at the end) “A statement signed by every living former Fed chair condemned the investigation, and warned that similar political attacks on independent central banks have led to unstable economies and higher costs of living.” Because that is what people want, a more expensive cost of life. As such the entire issues is stupid, ego driven and self deflating. All that because the ego of one person seemingly goes against economic rationality. So good luck with that. 

So are we watching into what some call stage 4 of the American economy? It seems to fit, but I cannot tell because I lack the economic education on this, but no one is seemingly asking the economy boffins of the media either. Have a great day today.

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The most dangerous sin

That is a setting that was meant for a new RPG I was designing, perhaps reengineering was the better term, because it was based on something done before, but I use it here and now. Set on a stage that the CBC gave us with (at https://www.cbc.ca/news/world/trump-bombing-strikes-peace-president-9.7028340) where we see ‘Trump claims he’s the ‘president of peace’ — so why is he bombing so many overseas hotspots?’ We are given “U.S. President Donald Trump earned plaudits from war-weary Americans when he promised during his first campaign to stop dragging the country into conflicts overseas he framed as a waste of money and personnel.

But his latest foray into hotspots on other continents, including launching strikes in Africa on Christmas Day, has some supporters questioning whether he really meant it when he said he’s “not going to start wars.”” It is one way to look at it, and I wonder if the CBC can see what is going on. They were at the foot of that setting from the very beginning. So when we see “Trump has since started calling himself the “peace president,” boasting about his role in helping end, by his count, eight wars so far this year. “THE PRESIDENT OF PEACE: 8 wars ended in 8 months,” the State Department said in a recent social media post with a picture of a triumphant Trump. The U.S. Institute for Peace was renamed in Trump’s honour at the direction of his officials.” And I wonder if it is merely me not seeing the setting, perhaps I am at fault? But as I see it, I am not driven with pride, the most dangerous of all sins. It is my firm believe that Pride tends to be in a bully, he/she things that pride is beyond them and they will reject it when they stare in the mirror of self-reflection, Only the prideful will reject the reflection they see there, it makes it the most dangerous of sins as the view of pride is rejected by those who see it, easily rejected by them who claim that the 51st State is a beautiful part of them, the need that Greenland is merely for National security and that they are entitled to the oil of Venezuela as their oil. No other nation could ever make that claim, no other nations has (as far as I know). 

So as we are given ““If anything, this administration is very pro-conflict,” said Clionadh Raleigh, the president and CEO of Armed Conflict Location and Event Data (ACLED), an independent and impartial conflict monitor, in an interview with CBC News. The peace talk is all “PR,” Raleigh said.” And we tend to agree with that setting, were it not for the obvious setting which is rejected by all, including the CBC. The self reflection of greed is impeding poverty and America is full of it, greed that is. It is spending money it does not have, making economic claims it does not own and rejecting the balance of its bankbook it never looks at. So whilst we see “While he previously claimed to have “defeated ISIS,” the radical Islamic group that has terrorized people in the Middle East and around the world for more than a decade, Trump’s been busy hitting them with American firepower in the closing days of the year as they show signs of a revival. On Thursday, Trump launched airstrikes on what he called ISIS “terrorist scum” that he said had been brutalizing Christians in Nigeria.” I honestly do not know how the setting in Nigeria is, but I was taught (over half a century ago) that Nigeria has an abundance of natural resources, most notably crude oil and natural gas, which drive its economy, but also boasts abundant solid minerals like coal, limestone, tin, gold, iron ore, lead, zinc, and gypsum. So as I see it, the need of the greedy comes into play just as the American made a move for the wealth of the 51st State (sorry Canada) and its brown oil, its water and several other minerals like oil, natural gas, gold, nickel, diamonds, and hydroelectric power. So did no one figure out the delusional need of the greedy Americans? And as for Greenland they have an abundance of (in snow covered plaines ) of zinc, iron, copper, gold, uranium, and potential oil/gas. It was not a hard puzzle, so what stopped CBC for solving this oversimplified puzzle? And this all saves a puzzle we were given by Matthew Bartlett, a Republican strategist and first-term Trump appointee to the State Department, who said “Americans deserve answers on how much further the administration is willing to go, given its past promises to avoid war.” And the answer is childishly simple. Thy are not and they cannot. They are in debt too deep (approximately $38.38 trillion as of December 2025, aka $38,380,000,000,000) the interest on that (when set to some metrics) we see Debt-to-Income (DTI) Ratio (monthly payments vs. income, e.g., under 36% good for loans) or a Debt-to-GDP Ratio (national debt vs. economic output) as such America needs to come up with $13,816,800,000,000 every year and that is no longer possible and I warned of that almost a decade ago (when it was merely 25 trillion), I used a simpler setting, I used the 6.05% interest calculation which is now $2,321,990,000,000 and even that is near impossible. To get there America has to Annex Canada or Greenland or take possession of the Venezuelan oil reserves, or now the Nigerian oil reserves. America is about to set the markers that they can no longer pay their sinful ways (and they will blame the Democrats for it all). But the story is that All Americans had a hand in all this, only former president Bill Clinton is awarded a full pardon, because he was the last president to keep the books in green ink (or black, but green fits better).

That is the reality of all we see and it is purely economical the this is settled under and there is no other way to see this. I am happy to be wrong, but the CBC better come up with decent evidence. 

All other paths are now firmly rejected and the economists in the EU could see this a long time ago. I am pretty certain that Prime Minister Mark Carney has known this for a decade, back to the days when he was Marky Mark of the British Bank. So his economic plan was a golden one and it was the only option Canada had, to make a plan where America becomes irrelevant (thanks Jimmy Kimmel) and that is the whole enchilada (yes, the Mexicans are helping Canada too). 

A setting that is now strangling America and even as Japan made certain moves, they are not out of the woods yet, when America falls the Euro and the Yen will make massive dives, will they survive? I honestly don’t know. I am not an economist, so I am not qualified to give this answers. I merely give this one as it fits nearly all data points I have seen on numerous data sheets going back years, so I have had this for a while. Why doesn’t the CBC, BBC, and others have this? That is the question you should be asking, but I reckon that these instances they will take it under advisement and hide under their desks (a speculated hiding place).

Have a great day, for this who want to know what the definition of sex 2025 is, you have 6 days to find out. I know, I should be ashamed, but I am not. Have fun in the process of failing that setting as well.

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One turn deserves?

That is the intro to the question, or perhaps the conundrum given. It comes from the Caspian Post  (at https://caspianpost.com/opinion/saudi-arabia-vs-uae-is-riyadh-becoming-russia-s-new-gulf-partner), one I actually hadn’t heard before. Out is one an opinion piece, but the title reads ‘Saudi Arabia vs UAE: Is Riyadh Becoming Russia’s New Gulf Partner?’ It made me think for a short while. You see Saudi Arabia is increasingly intelligent, so I don’t think this is the real reason or the truth. But the setting is given. And with “But the geopolitical landscape has shifted. Sanctions, compliance pressures, and reputational risks have made working with Russian clients in the UAE more complicated. Not because the country has turned hostile, but because it must balance relations with the West. The environment for Russians remains attractive, yet clearly less frictionless than before. This naturally raises the question: if not only the UAE, then where next?” Then there are two settings that I have in the back of my mind. In the first there is Washington, there is an inkling of thinking that they have open the doors to a setting that might lead to destabilization, because with all other issues that America faces, the last thing they want is a more strong, more stable middle east and they might think that this setting loses cohesion when the Russians are given a jolt of ‘entertainment’ the second thing is that I wouldn’t accept that America might stoop that low, they would lose too much, too quick. So I wonder about it. As we are given “Saudi Arabia stands out as the most compelling answer. A large, wealthy, and rapidly reforming state, it is positioning itself as a future global hub. The Russia-Saudi dialogue has long been rooted in oil cooperation and OPEC+, where both sides rely on coordination rather than competition. Political communication between Moscow and Riyadh appears stable and pragmatic. The Saudi ambassador to Russia, Sami bin Mohammed Abdullah Alsadhan, recently said that “personal contacts between the leaders of our states form a solid foundation for cooperation,” and the facts support this. Putin visited Riyadh in 2007, 2019, and 2023, while King Salman made a historic trip to Moscow in 2017. Few foreign capitals have hosted such frequent top-level contact.” As well as “In October 2025, Saudia Airlines launched direct Riyadh-Moscow flights, followed by Flynas opening a Jeddah-Moscow route in December. Daily flights are expected in 2026, along with new routes from St. Petersburg and Sochi. The real turning point is the introduction of mutual visa-free travel for 90 days starting January 2026 – a clear signal encouraging tourism, business visits, and economic exchange. Riyadh expects over 200,000 Saudi tourists in Russia next year, with plans to reach 2 million annually by 2030. In 2024, the number of Saudi visitors to Russia already increased fivefold. Russian interest in the Kingdom is also growing.” But why? There are a few ideas and none are really that good. In the first there is the need for a new tourist destination, that much is clear. Russians are shunned almost everywhere in the EU, Commonwealth and America, as as such the UAE and Saudi Arabia stand out. So the question becomes what business visits? As I see it, Saudi Arabia has clearly defined needs, but does Russia hold the answers? Then there is the data. So what Saudi tourists are looking at Russia? It seems a simple answer, but there is no clear answer. If the answer is work in the Russian Petro Chemical industry, the answer might be fine, but if that links Saudi to the seller of Russian Crude the picture becomes a little distorted. Especially when Saudi Arabia does a reversed Brent Crude Oil loop, as such whilst Brent resells Saudi Oil, Saudi Arabia might be reselling Russian oil to India and a few others. It will bring money to the coffers of Russia whilst greasing the Saudi wheels of business opportunity. Is this correct, is this incorrect? It is pure speculation, but it fits a few patterns and that is what I am going with. America might bristle its nose in the direction of India buying Russian oil, but it will not do so easily as India buys Saudi oil. India is safe, Russia know nothing and Saudi Arabia sees a plain and simple business agreement. 

And whilst we ponder on “Russia exported 4.49 million tons of grain to the Kingdom that year; agricultural exports rose 24%. Shipments of beef, poultry, sunflower, and rapeseed oil increased significantly, with poultry exports up 1.8 times in early 2025. Total trade has surpassed $1 billion.

Yet compared to the scale of Saudi-US trade – $25.9 billion in 2024, with plans to reach $600 billion within four years – Russia’s presence remains modest. This does not make cooperation meaningless; rather, it underscores how early Russia is in this market. Potential exists, but realizing it will require a long-term strategy rather than episodic enthusiasm.” Personally I think that this shape has merit, it allows one player to offset its oil, whilst greasing the wheels of another and I think it is highly likely that this is done right under the eyes of America ad the EU, and after we are given ‘US lifts sanctions on Russia’s military suppliers: What’s behind decision’ a week ago where we learned that “The lifting of US sanctions against companies involved in supplying equipment to Russia’s military-industrial complex is most likely an element of limited encouragement”, whilst we also see ““There is a strong component in the negotiations between Kirill Dmitriev (the Kremlin’s special representative – ed.) and Steve Witkoff (the US president’s special envoy) and Jared Kushner (Donald Trump’s son-in-law – ed.) that relates either to the personal interests of these individuals or to their lobbying of certain interests,” the expert added.” These two pieces give a weird symmetry as business in conducted with the ‘blessing’ of America, most likely it comes at a price that is non-disclosed, but it gives Saudi Arabia a larger coin towards the setting, so there will be almost no mention on it in the media. And whilst some ‘defer’ to etiquette like “Saudi Arabia is not the UAE. It is more traditional, more conservative, and strictly follows Islamic norms. Alcohol is entirely prohibited. Dress codes matter. Social etiquette is not decorative – it is structural. Anyone entering this market must adapt or fail.

Business advisers already outline basic rules for Russians planning to work with Saudi partners: an intermediary is not necessary but extremely helpful; conversations traditionally begin with personal small talk before business; clothing should be modest; punctuality is expected even if partners may arrive late; negotiation teams should remain constant because Saudis trust people, not changing faces; women may participate in meetings but usually not as lead negotiators” but in all this there is a hidden opportunity hatch handed to Russia and whilst (as I see it) the west is seemingly ignoring all this, there is a new revenue stream going straight into the coffers of Riyadh, because business is important. Imagery is important and as I understand it, not much else.

So is this simply one good turn deserves antoerqh, or is this the 101 of Islamic business opportunity? I actually don’t know, it might be both or even neither and I ‘coincidentally’ saw a setting that does not exist. I don’t believe it is the latter part, but I am willing to go with that one too.

Have a great Boxing Day today, mine pretty much ended already with less than 6 hours to go. Time for some dinner. I reckon that today it will be rice with tuna, carrots and peas. So enjoy yours and make it a nice day today.

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