Tag Archives: economy

November 15, 2025 · 02:12

Trumping it along

That is the setting as President Trump proclaimed publicly “We don’t need Canadian lumber” and then Canadian wood product (lumber and utensils too) got a tariff hike. So as American lumber is needed in construction it would not be starting at a 25% depletion of that market (12 billion board feet) is now going somewhere else, Canada has had enough of this bully tactic and that is going to cost America a lot more than ever considered. It is about to cost America well over an additional $23 billion (source: Capital Briefs) and that was merely the start of this. Now the Financial Times gives us ‘Canada to reroute lumber exports as Trump’s tariffs bite’ (at https://www.ft.com/content/e56e8bb0-6dc0-4447-a907-e95164cec8e5) where we see “Canadian producers are seeking to divert around 10 per cent of the lumber normally sent south of the border to new buyers in the UK, EU and Middle East after the US president in September added a 10 per cent tariff on lumber, on top of an existing 35 per cent duty. The aim to send some 1bn board feet to alternative markets — enough to build at least 75,000 average size American homes — underscores how Trump’s tariffs are starting to reshape some global supply chains, although tensions between the US and Canada over wood exports have simmered for more than half a century.” With the added ““The US simply needs to fact-check better before they end up with a large shortage of lumber that may cause further housing shortages,” said Rick Doman, chair of the Forestry Innovation Investment board of British Columbia, which produces over half of Canada’s lumber. Washington’s escalating trade measures towards Ottawa have led to shutdowns and job losses in Canada’s C$87bn ($63bn) forestry industry, one of the country’s largest employers.” We see that Canadians have had enough of the voice from Washington DC, with Canada shifting towards Europe and Asian Markets, as well as stocking up on renewable products the setting becomes a global setting where America can now no longer fuel its own softwood needs driving housing prices through the roof (except for Florida where the Canadian snowbirds are putting their  houses up for sale, leaving in excess of 175,000 houses empty and deserted). That is the setting America no faces and whilst America accuses Canada itself as a dumping ground, they better come up with the evidence and as we see “Zoltan van Heyningen, executive director of the US Lumber Coalition, a lobby group, said the American timber industry could replace 1bn board feet of Canadian imports “without batting an eyelid”” that person better prove to be true to his word, because as it stands Canada is withdrawing over 3 billion board feet of wood. And the NAHB gives us that  “With American sawmills operating at just 64 per cent of capacity it “will take years” for US domestic lumber production to expand to meet industry demands” and in that meantime it will be shredding nearly every environmental document it has, because as I see it, the nearest place it can go to is Washington State and I reckon it will cost a few more pennies to get all these trucks up and going. In the meantime we see that “the US relies on a further 12bn board feet of softwood lumber from Canada for use mostly in housebuilding. Even allowing for spare US sawmill capacity and average recent American exports of 1.3bn board feet a year, the US is currently 3.2bn board feet short of meeting current demand, according to analysis by Fastmarkets, a price reporting agency.” And the ‘graphs’ all show that America depends on almost 30% Canadian wood, when that all falls away its own wood export collapses to zero. And that gives America a new mess to deal with, because Canada is eager to make long term agreements with Europe and Asia, which means that the next administration inherits this mess in 2028 and there is no going back. And as I see it, the bill will be passed on to Weyerhaeuser, West Fraser and Sierra Pacific Industries who will have to increase their produce by almost 50%, to make up for the shortages it faces, so in what reality did you ever see that happen? 

It might sound like an amazing option for these three, but in the American setting it does mean that nearly every environmental agreement will have to be torn up to even make this work. In the meantime Canada is expertly drilling into a $280 billion market and is seemingly doubling that within the next decade, as Canada is now moving from a resource player to more highly valued products, its margins will increase nearly exponentially and is becoming the new innovator on the block and that will ease the pressures that America thought they would hand them, their plan for Canada becoming the 51st state is blowing up in the faces of Politicians in Washington DC and that is the short and sweet of it for Canada. The hardship handed by president Trump is becoming the opportunity for PM Mark Carney. And Canada is loving the outcome of this setting, because as such high value products are to be made in Canada, giving them the setting from $255.20 towards a more then doubled market that is to come and as China replaces America as the number one export country, there will be additional settings there too. An opportunity that Canada will handle with care while in the same time increasing its export to Europe. As I see it, America merely shot itself in the foot (yet again) and that setting is to be crowned as the number one achievement for the Administration carrying that royal crown. It tried to diminish the economic footprint of its northern partner, instead it opened a new revenue handle and increased its export standing with both the EU and China. And as I see it, at no significant initial loss to Canada and over the next few years it will show a significant surplus to boot. 

A setting the Commonwealth prices and a big round of applause is handed in the direction of Prime Minister Mark Carney who is now seen as the big winner (perhaps he will accept a Nobel peace price in 2026?)

Well, you all have a great day and special mention for Capitol Brief and the Financial Times for their support in this. It is 02:00 now. Time for me to introduce myself to the procedure of snoring.

Leave a comment

Filed under Finance, Media, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , , ,

November 5, 2025 · 23:01

Assistance for Carney

Yup, that is the setting and this is not because it is anti-American, it might seem that way, but Australia is a Commonwealth nation. As such I stand with Canada. That being said, I need to meet with Director Burgess (ASIO), Director McCallum (MI5) and optionally Director Rogers (CSIS) as my data gave me disturbing insight on what has to be done, but that is for another day. Today is about support for Prime Minister Carney and as we are given (at https://www.bbc.com/news/articles/cd04yde70jmo) ‘Carney plans billions in new spending in response to US tariff shocks’ where we are given “Billed an “investment budget” by the government, the fiscal plan increases Canada’s deficit to C$78bn ($55.3bn; £42.47bn), the second largest in history. The spending is offset by plans to attract C$1tn of investment into Canada over the next five years, with the federal government arguing more restrained spending would eliminate “vital social programmes” and funding for Canada’s future.” There is a side which I see (and the Prime minister with all his economic degrees will most definitely see) is the setting that America is in a tailspin of disaster. It was already handed to us by Microsoft (they lack energy to fuel AI expansions) and the connected settings are that America is lacking in energy, water and a few other settings. But together it shows that other parties who thought that America was a solution for them, it now turns out that Canada is a much better solution. With a surplus in water and energy, these new starters might be better of in Canada and when in Canada all kinds of Commonwealth benefits come their way (which also benefits the UK, New Zealand and Australia) and that card is seemingly not played enough (or at least the media isn’t alerting us to that fact). And the setting that now is a good time should be clear to all. Because as I see it, the diminished tourism in America will hollow out a few states and their the lack of employmancy will likely lead to nasty situations and from there other settings will also be affected. The Washington Post handed me ‘From groceries to gas, Americans say they’re spending more under Trump’ combine that with the shutdown and the setting that MSNBC hands us “Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year” with an additional “In the absence of the Bureau of Labor Statistics’ monthly jobs report, the layoff announcements have raised questions about the strength of the labor market and if it’s the start of an AI-driven, white-collar recession” and that is before other firms are tallied on that rack. When you combine these settings, the outlook is grim and that is where Canada could offer a safer setting for firms looking to sail to safer waters. Only an hour ago The Indian Express treated us to ‘IBM to cut thousands of jobs as tech layoff spree continues’ as they are telling us that this Q4  will impact over 2,700 jobs. When you add it all together, America might seem fine with all that willing workforce, but the cost of living is becoming massive. I predicted it months ago, but as we are seeing it unfold, the truth is that this Trump administration went from a Big Beautiful Bill to a simple Baboonic Bad Break and that is seen all over the world as a negative and America did this to themselves and as such it is now the opportunity of Canada to offer a safe haven to all those corporations that had America in their sights and whilst the shutdown continues they need alternatives and Canada is one (Australia is the other) And when these corporations move into Canada, it comes with needed jobs, driving down the unemployment setting of 7.1% It is unlikely to get driven down to the 6% it was, but as America keeps on breaking its China (likely plates from IKEA) there would be a drive towards Canada and as America kept on breaking the moral of its allies, the switch to Canada is seemingly a near easy sell. The fact that Space is available, safe drinking water is abundant and there is a surplus of energy (I said that already) but that setting is important because Microsoft admitted a few days ago that it did not have the electricity to push forward their AI plans. Do you think that this is a singular instance? You see, yesterday the Federal Reserve Bank of Dallas gave us ‘Batteries, solar help keep the lights on in Texas but more needed’ and similar stories are rising in parts of America and that should discourage investors and those wanting to offer growth in their corporations, but there is Canada and the settings they have are clear. So as I see it, a clear case is made to move to Canada and ask I see it, a Prime Minister with economic degrees that baffles a tonne of Academics beats whatever America has to offer. There is a case to be made for America, but it requires all kinds of resources they seemingly do not have (or better stated no longer have). 

So am I making a case for the Commonwealth nation of Canada? Yup, I am and at times this is a perfectly valid case to embrace. 

So for those who want to find out where they want to stay in North America, look for the nation with the flag below

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , ,

November 5, 2025 · 04:07

Since when?

I saw a message from Semafor. It reminded me of a story that ran the news two years ago. That isn’t always a bad idea, so I checked it out. It gives me ‘ADNOC still sees a long future for oil’ (at https://www.semafor.com/article/11/04/2025/abu-dhabi-reverses-course-on-oil-phaseout) it gives me that ADNOC (the Emirati equivalent of Aramco) gave us (two years ago) “When Al-Jaber took the podium again on Monday to host ADIPEC, the world’s biggest energy conference, he emphasized that “the long-term outlook shows demand growth for every form of energy” and that oil demand will stay at or above its current level well after 2040. A number of other oil CEOs seem to share that view.” I concur and as I see the the AI disaster coming to all our doors, there is no way it can even get the waves it needs to have without oil and there is no denying that it might last until 2040, perhaps even 2050. There was more they gave “One explanation Al-Jaber cited for the switch is AI data centers, which have become Big Oil’s go-to justification for a rapid buildout of new fossil infrastructure. Lord John Browne, former CEO of BP and now managing director of a climate-focused fund at the private equity firm General Atlantic, offered another explanation: The conference, he told me by phone from Abu Dhabi, “was dominated by the American viewpoint, which is that there is no such thing as the energy transition.” The UAE, in addition to bolstering its own voluminous oil and gas production, has good reason to court the Trump administration: On the sidelines of ADIPEC, Microsoft announced it would invest $15 billion in data centers there and that it has secured the administration’s permission to export Nvidia chips for them.” A small smirk appeared on my face. I had seen the Nvidia chips to the UAE, but the side quest that that Microsoft would be investing to set up a data centre there was somehow kept quiet. But it was the last section that caught me. With “There’s still strong momentum for investing in decarbonization, Browne said. But whether, in the near term, the global oil market is in for a period of expansion or contraction, he said, “is about as clear as mud to everybody.”” I agree, there are counter actions happening. The Trump anti-renewable setting is one of them. Then there is the almost ludicrous setting of essential nuclear reactors that American needs within 3 years is another one. There are plans for several reactors, but they are the better part of 5-8 years away and that gives America an optional shortage for 3-5 years. As such AI centers will not (or mostly not) be in some operation setting, then there are the lack of data validation stations and that is merely the top of the iceberg. 

As I see it, Sultan Ahmed Al-Jaber was correct and he was so already in 2022 before I started writing about AI (as it is still a myth) and it is re-enforces by ‘Energy CEOs Warn More Investment Is Needed As Demand Continues To Rise’ by Forbes (at https://www.forbes.com/sites/gauravsharma/2025/11/03/energy-ceos-warn-more-investment-is-needed-as-demand-continues-to-rise/) where we are also given “The bosses of some of the world’s largest energy companies warned the sector needs to invest more in a range of sources, including oil and natural gas, as global power demand continues to rise. Speaking at the ADIPEC conference in Abu Dhabi, United Arab Emirates, on Monday, Dr Sultan Ahmed Al Jaber, Group CEO of ADNOC, Abu Dhabi’s oil and gas major, said a “balanced and inclusive approach” was needed to meet the world’s growing energy demand.” A story I have been giving for almost a year, but the setting is that Dr Sultan Ahmed Al Jaber gave us that view two years ago and that makes him the clear insightful voice in a pool of blundering blind people, which I have been illuminating over the last few months. OK, it is not that hardy. There are a few more warning the world of the fact that this will not happen without energy settings and they are massively lacking at present. As I see it, the only country that is ready for this is Canada, the merely have the sent 10% to America and keep the rest and they are fine, Americans might not like this and I reckon that Virginia with their 663 data centers will see almost 60% go out of business due to a lack of power, but that is business for you. That is when a small snippet given to us all by the Sultan becomes apparent “That’s why more than $4 trillion in capital investment is needed annually to cover grids, datacenters and all sources of energy supply, Al Jaber said.” And it suddenly hits me, America doesn’t have the funds. All the boasting and the settings of StarGate and America is out of funds. Was it that obvious that it needed Canada as the 51st state? Not merely because of the rare earths, but the water and electricity would be essential to keep the lights on in America?

Which comes with the final wisdom by the Sultan. And it is seen in “Al Jaber added that “dormant capital” tied up in existing energy infrastructure needs to be freed up.

“Ultimately, the long-term outlook shows demand growth for every form of energy across every market,” he noted. So, when it comes to the energy transition, growing power demand and managing the trilemma of sustainability, security and affordability, Al Jaber called for a “focus on the data, and not the drama.”” That is a worthy quote to keep in all out minds “focus on the data, and not the drama”, as I see it, my new hero. A quote that is worthy to enclose in our hearts. I could never have said it better. I would have gone with “Drama is found where data is ignored”, that is how I am at times, but I reckon that is why I am not the board member and CEO of ADNOC, and the Sultan is. OK, ADNOC was never in the Netherlands, but Shell was and I never amounted to anything there either. So there is that to consider. But the largest setting is that Semafor alerted me to something that was said two years ago and now that is becoming the reality of today and we need to take notice, because it seems to be painting the walls of several nations and it because we let the drama overwhelm most of us. The others (like me) who focussed on the data mostly saw the setting and we are now less and less being drowned out be media as they are waking up to the reality that is about to hit their front doors and their party ended last year, now they either adjust or become obsolete, because the millions of consumers of that media are waking up to the fact that they are entering a nightmare where they can no longer afford to watch TV or charge their mobile phones. That is the price of seeing the price of 16.07¢ per kWh be adjusted to 82.27¢ per kWh, which basically sets the price to almost 100% above the price of electricity on Hawaii, but when that becomes the national norm, 340,000,000 Americans will oppose it (to put it mildly), revolt is the most likely operational setting and there is no way out for this Administration. They made their bed with lousy decisions and I reckon that they will need an escape clause to a place like Argentina soon enough after that. 

So as we see this fiasco evolve, it seems that I was right all along, but someone was there earlier, they saw the setting that was going to be and now as more and more Americans realise that the party is closing, they will need a new directive and they need it sooner rather than later. 

Have a great day, and remember, we got by with candles and their illumination. From that we got the 3 hour rule, which advises against burning a candle for more than 3 #hours at a time for all kins of security reasons. Well, in winter you are a bit stuffed, but open fires will light the way and I just remembered that I have over a dozen books to read. It would become a good time to do so.

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , ,

October 31, 2025 · 15:30

Another party on the rise

That’s what I see as I took notice of the BBC article ‘City trader sues UBS for $400m after rate-rigging conviction quashed’ (at https://www.bbc.com/news/articles/cz6ngvenxj6o). There is even a third setting on this horizon. We are given “A former trader who had his conviction quashed for “rigging” interest rates following a 10-year legal battle is suing his former employer UBS. Tom Hayes launched a legal claim for malicious prosecution against the Swiss banking giant, claiming he was the bank’s “hand-picked scapegoat” in one of the biggest scandals of the 2008 financial crisis. In July, Mr Hayes had his conviction overturned by the UK Supreme Court after it was ruled unfair. He had been jailed in 2015 for manipulating interest rates used for loans between banks.”

Quashed as unfair? This calls into question a few issues. First there is the persecution. They either had the evidence, or they did not. Then the question becomes, how this evidence was obtained. I am not on the side of Tom Hayes, Im siding with the law, but all parties must do their due diligence. And on the other side The claim that he was a ‘hand picked scapegoat’ also requires proof (of some sort). Was he a convenient altar boy? Did he break any banking law? These are questions that come to mind. 

And the setting we are given is “The filing said Mr Hayes was taking legal action in a bid to “deter and punish UBS for its role in intentionally directing the destruction of an innocent man’s life for their own selfish reasons”. His lawyers claim the global banking giant misled US authorities with the aim of branding him the “evil mastermind” behind alleged Libor misconduct in an effort to protect its senior executives and minimise regulatory fines.”

As I see it, to be branded ‘evil mastermind’ requires evidence of access and the simple facts that ‘others’ had his ears, did they? As it goes and as it tends to go, if he was a true ‘evil mastermind’ there is a lack of evidence, more a setting of assumed handed evidence through interviews. Was that the case? Then we get a much more sinister part. We are given “The complaint, filed in Connecticut, also claims UBS “gained control over the investigation into its own alleged misconduct” and conducted a “fundamentally flawed” investigation in order to pin the blame on Hayes. It added that UBS “offered Hayes up on a silver platter” to be prosecuted in both the US and the UK, and that those prosecutions were “engineered by UBS’s intentional false and misleading disclosures”.” The setting can be held as evidence. As I see it, The accusation of a “fundamentally flawed” investigation” could be investigated and seen as evidence on the whole. As well as “those prosecutions were “engineered by UBS’s intentional false and misleading disclosures”” at the time it might have been invisible, but now with time and the logs stamped as permanent it might be easier and after that amount of time, these people would have left their positions and now the UBS is on the hook. They will cry all points of mercy and that they didn’t know. But as I see it, we have in the first “senior executives and minimise regulatory fines”, that one raises the need for the fine to be upheld and even raised to at least $800 million and that is just for starters. The second setting is that the prosecution allowed a “gained control over the investigation into its own alleged misconduct” and that is, as I personally see it, on the heads of the prosecution. 

I think that Tom Hayes has a decent chance to walk away with a decent bundle of cash if he can proof even one of these accusations. The prosecution is decently tempted to withhold any assistance, but I see that as a wrongful act. They made the mess, they need to clean it up and as I see it, it is merely the first setting. You see, this comes out after 10 years. How long until someone at a bank gets to be clever and gets DML involved? That person merely needs to ask “How can I increase profit without breaking the law. What hurdles will I face?” That could get several non senior executives a pauplan that outstrips whatever they had their senior executives. A setting that some will see as amicable. So what happened in 2012 will not come to our shores twice a week. Is the prosecution ready for that? How many people will it convict allegedly innocent and after they spend their 5 year (or more) in Hotel Sing Sing, how much will these people claim at that point? It will be a while new party to come and everyone is invited to that setting.

Don’t believe me, wait for the second part of this musical because it will be awesome. The big banks self monitoring and they get to hand over billions for short sighted actions. It will be a grand new world to come. So have a great day and enjoy the payment of fines if you are due any.

Leave a comment

Filed under Finance, Law, Media

Tagged as , , , , , , , , , ,

October 22, 2025 · 04:30

The bubble to end all bubbles

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

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

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

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

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

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , ,

October 13, 2025 · 07:06

Just like Soap

Perhaps you remember the 80’s series soap. Someone made a sitcom of the most hilarious settings and took it up a notch, the series was called soap and people loved it, it did nearly everything right, but over time this bubble went, just like all the other soap bubbles tend to go and that is OK, the made their mark and we felt fine. There is another bubble. It is not as good. There is the mortgage bubble, the housing bubble (they were not the same), the economy bubble and all these bubbles come with an aftermath. Now we see the AI bubble and I predicted this as early as January 29th of this year in ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) and my setting is that AI does not yet exist, as I saw it, for the most, it is the construct of lazy salespeople who couldn’t be bothered to do their work and created the AI ‘Fab’ and hauled it over to fit their needs. Let’s be clear. There is no AI and when I use it I know that ‘the best’ I am doing is avoid a long discussion about how great DML and LLM are, because they are and it is amazing. And as these settings are correctly used, it will create millions if not billions in revenue. I got the idea to overhaul the Amazon system and let them optionally create online panels that could bank them billions, which I did in ‘Under Conceptual Construction’ (at https://lawlordtobe.com/2025/10/10/under-conceptual-construction/) and ‘Prolonging the idea’ (at https://lawlordtobe.com/2025/10/12/prolonging-the-idea/) which I wrote yesterday (almost 16 hours ago). I also gave light to an amazing lost and found idea which would cater to the needs of Airports and bus terminals. I saw that presentation and it was an amazing setting in what I still call NIP (Near Intelligent Parsing) in ‘That one idea’ (at https://lawlordtobe.com/2025/09/26/that-one-idea/) these are mere settings and they could be market changes. This is the proper use of IT to the next setting of automation. But the underlying bubble still exists, I merely don’t feed that beast, so when the BBC last night gave us all ‘‘It’s going to be really bad’: Fears over AI bubble bursting grow in Silicon Valley’ almost 2 days ago (at https://www.bbc.com/news/articles/cz69qy760weo) I saw the sparkly setting of soap bubbles erupt and I thought ‘That did not take long’. My setting was that AI (the real AI as Alan Turing saw it) was not ready yet. The small setting that at least three parts in IT did not yet exist. There is the true power of Quantum computing and as I see it quantum computers are real, but they are in the early stages of development and are not yet as powerful as future versions should be and for that, so as IBM rolls out their second system on the IBM Heron platform, we are getting there. It is called the IBM’s 156-qubit IBM Quantum Heron, just don’t get your hopes up, not too many can afford that platform. IBM keels it modes and gives us that “The computer, called Starling, is set to launch by 2029. The quantum computer will reside in IBM’s new quantum data center in upstate New York and is expected to perform 20,000 more operations than today’s quantum computers” I am not holding me credit card to account to that beauty. If at all possible, the only two people on the planet that can afford that setting are Elon Musk and Larry Ellison and Larry might buy it to see Oracle power at actual quantum speed and he will do it, to see quantum speed came to him in his lifetime. The man is 81 after all (so, he is no longer a teenager), If I had that kind of money (250,000 million) I would do it to, just so to see what this world has achieved. But the article (the BBC one) gives us ““I know it’s tempting to write the bubble story,” Mr Altman told me as he sat flanked by his top lieutenants. “In fact, there are many parts of AI that I think are kind of bubbly right now.”

In Silicon Valley, the debate over whether AI companies are overvalued has taken on a new urgency. Skeptics are privately – and some now publicly – asking whether the rapid rise in the value of AI tech companies may be, at least in part, the result of what they call “financial engineering”.” And the BBC is not wrong, we had a write-off in January of a trillion dollars and a few days ago another one of 1.5 trillion dollars. I would be willing to call that ‘Financial Engineering’ and that rapid rise? Call it the greedy need of salespeople getting their audience in a frenzy 

I merely gave a few examples of what DML and LLM could achieve and getting a lost and found department set from weeks into minutes is quite the achievement and I reckon that places like JFK, Heathrow and Dubai Airport would jump at the chance to arrange a better lost and found department and they are not alone but one has to wonder how the market can write off trillions in merely two events. So when we get to

“In recent days, warnings of an AI bubble have come from the Bank of England, the International Monetary Fund, as well as JP Morgan boss Jamie Dimon who told the BBC “the level of uncertainty should be higher in most people’s minds”. And here, in what is often considered the tech capital of the world, concerns are growing. At a panel discussion at Silicon Valley’s Computer History Museum this week, early AI entrepreneur Jerry Kaplan told a packed audience he has lived through four bubbles. He’s especially concerned now given the magnitude of money on the table as compared to the dot-com boom. There’s so much more to lose. “When [the bubble] breaks, it’s going to be really bad, and not just for people in AI,” he said.”

He is not wrong. Consider the next one amounting to a speculated two trillion (or $2,000,000,000,000) when it hits, it could wipe out retirement savings of nearly everyone for years. So how do you feel about your retirement being written off for decades? When you are 80+ and you have millions upon millions you are just fine and that is merely 2-5 people, the other 8,200,000,000 people? The young will be fine, and over 4 billion will be too young to care about their retirement, but the rest? Good luck I say.

So what will happen to Stargate ($500B) when that bubble goes? I already see it as a failure as the required power settings will not be able to fuel this, apart from the need of hundreds of validators and their systems require power too, then we see Microsoft thinking (and telling us) it is the next big thing, all whilst basic settings aren’t out yet. Did anyone see the need for Shallow Circuits? Or the applied versions of Leon Lederman? No one realizes that he held the foundational setting of AI in Quantum computing. You see (as I personally see it) AI cannot really work in Binary technology, it requires a trinary setting, a simple stage of True, False and Both. It would allow for trinary settings, because it isn’t always True or False, we learn that the hard way, but in IT we accept it. That setting will come to blow when we get to the real AI part of it and that is why I (in part) the AI coffee being served in all places. And I like my sarcasm really hot (with two raw sugar and full cream milk)

That is the setting we face and whilst some will call the BBC article ‘doom speak’ I see it for what it is, a reminder that the AI frenzy is sales driven and whilst people are eager to forget the simplest setting, the real deal of Microsoft and Builder.AI is simply the setting that at present we are confronted with IT engineers making the decisions for us and the amount of class actions coming to the world in 2027 and 2028 (optionally as early as 2026) and as some cases are drawn out even yesterday (see https://authorsguild.org/news/ai-class-action-lawsuits/ for details) you need to realise that this bubble was orchestrated and as such I like the term ‘Financial Engineering’ so be good and use the NIP setting properly and feel free to be creative, I was and gave Amazon an idea that could bank it billions. But not all ideas are golden and I am willing to see that I am not the carrier of golden ideas, the fact that someone saw the Lost and Found setting is proof of that.

Have a great day, I am 30 minutes from breakfast now, so off I go to brekkyville.

Leave a comment

Filed under Finance, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , ,

September 30, 2025 · 12:09

Former Tinseltown

Well, they just picketed for a better situation, then there is a fire and now President Trump walks in and makes a ‘proclamation’.

Now, we all have those rolling eyes moment, but I reckon this is the first time it will cost Los Angeles (read: Hollywood) will they have to pay an additional few billions and they weren’t going great to begin with (to no fault of their own).

You see, if we take a ‘few’ examples. We see:

Jurassic World: Rebirth$867,114,68260.8%
F1: The Movie$626,214,58669.7%
Smurfs$89,700,00074.3%
Inside Out 2$1,698,863,81661.6%
Godzilla x Kong: The New Empire$572,050,01665.7%

Now these aren’t the big hitters, but the impact is easily seen. The total global revenue is seen and how much INTERNATIONALLY was brought it, so as such I reckon it is easy to hit those numbers with a tariff as well, the president said it was 100%? OK, that is what we will do, hit a tariff over (30%) it and I reckon that Hollywood will be screaming like a little bitch (or like a scream queen) for all that lost revenue. 

When will this president learn that gracing everything with a tariff does not get him anything, only handing the option for European Markets and Asian Markets to do exactly the same? 

And it is not the the world has alternatives, WE can get our movies from Canada, UK, Europe, and in streaming there is more then Disney Plus and Netflix. We can get movies from Shahid, ADTV (Abu Dhabi TV), Viki and others too and several offer free options. As such this was a really bad move as the people all over the planet need cheaper options and you just gave a dozen channels to branch out to Europe and the Commonwealth. So as interest in the ‘Americanized’ channels recede their advertisement money will decrease as well. So how was this a clever move?

And as I see it, Canada is happy to branch out, but so are the movie makers in Saudi Arabia and the UAE, that is the one move they hoped would come and soon there will be an influx of Arabic content in Europe and the Commonwealth. 

So in short, there will be a decrease in revenue to America due to tariffs, Advertisement money will go down and interest in American materials will also decrease. And as I see it, the others will also claim “Thank you for your attention to this matter” mister President.

A lovely day it is, I reckon I might get a few minutes of Schitt’s Creek, Dubai Bling or Qalb Al Adala into my daily watch scheme. Oh and these 5 examples might cost Hollywood a simple 735,798,409.28 (if we charge Hollywood 30% over our ‘brought’ income, so what do you think the other 360 annual movies will give to us? This tariff joke works both ways.

I reckon this might be the sillies move the American administration has brought to its own shores. Hollywood was already fighting an uphill battle, but this might be the traffic threshold set just before the top of the hill that will stop whatever they had going for them.

I reckon there will be a few rounds of Champagne for everyone in the Vancouver Film Studios tonight.

Have a great day and for the desperate American Actors/Actresses, please take note at (https://adtv.ae/en/about-us)., they might be looking for you, there is now too much competition in Hollywood. Oh and all this wasn’t a great intelligent academic work. Anyone with an abacus could have numbered this whilst having a coffee. 

Leave a comment

Filed under Finance, Media, movies, Politics

Tagged as , , , , , , , , , , , , , , , , , , , ,

September 22, 2025 · 11:43

Wrong premise

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

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

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

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

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

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

Leave a comment

Filed under Finance, Media, Military, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , ,

September 1, 2025 · 17:07

The enemy of my enemy is my ally

That is the setting America is coming to know as the great downfall. The BBC gives us (at https://www.bbc.com/news/articles/c0mlen3grx7o) ‘Reeling from Trump’s tariffs, India and China seek a business reboot’ We can say it is a storm in a cup of water or take this seriously. I made mention of it yesterday, but I gave it a mere passover. It is not the most exciting of settings, that is if you merely adjust it for triviality. This namely has two settings, the first (the one America hungers for) is “The US was India’s top export destination in 2024, with shipments worth $87.3bn.” The other was gives us that India exported (until near future) “India Exports to United States was US$79.44 Billion during 2024, according to the United Nations” As such China now sits in the seat where China could replace America for up to $60B (they won’t get 100% in the first three years) and China gets access to up to $50B on route from India to China. There is a lot to be made and that will give Walmart pause to consider where to get the cheap stuff they love to flog to their customers, and as I see it Walmart has no real replacements there, when China starts to throttle the revenue of Walmart, America can kiss goodbye to 90% of their employment population, merely 90% of 2.1 million employees. A setting on top of the defense losses, tourism losses and the other losses that America now faces. A rare event of handing a larger win to China. And that opens other doors too. Huawei will be given access to Indias markets and as Indias data centers will adjust to Huawei, America markets will have dried up to close to 15% of the global population and there the other losses come to bear. 

So as we are given “Experts say the levies threaten to leave lasting bruises on India’s vibrant export sector, and its ambitious growth targets. China’s President Xi Jinping, too, is trying to revive a sluggish economy at a time when sky-high US tariffs threaten to derail his plans. Against this backdrop, the leaders of the world’s two most populous countries may both be looking for a reset in their relationship, which has previously been marked by mistrust, in large part due to border disputes.” Even as India has ‘mistrusts’ as the BBC phrases it, The setting is a much larger stage than anyone realizes it, so you better believe that the CCP (Chinese Communist Party) will be playing exceedingly nice. Not just because of what they will gain, but because of what America will lose in addition to this. As I see it, the Indian intelligence settings will get an immediate infusion of Chinese hardware, as such the CIA will be close to blind in the next month or so, they are kept in place whilst they will scramble for additional resources and people to thwart what India and China are starting. Their (CIA) blame game will come to new operations and we get to watch from the safety of distance as America is shooting arrow after arrow, optionally missing whatever target they are aiming for.

So whilst we were given “India was never going to be the bulwark against China that the West (and the United States in particular) thought it was… Modi’s China visit marks a potential turning point.” They are forgetting two elements in that setting. It was never a bulwark, it is a population of revenue, options for the Chinese markets to enhance and the import of Indian goods will also bless the Chinese population. On the other hand, Chinese hardware will grace the Data Centers they now have and will get over the next two years, that is a significant drain to American revenue. In addition to this, India will get to consider Chinese defense contracts and that will bolster their revenue too. In addition there is a larger setting now for Saudi Arabia to get into the field with the Defense hardware they can sell and that is another blow for America. 

And as The CIA gets replaced by the Ministry of State Security, they will get a much larger stage and when the Chinese counterparts shows that there is a lot more information they can get access to, the CIA options will dwindle down to next to nothing. As such this game was misplayed by America to a larger extent. You might think I am holding on to a 7-2 hand and I grant you it is the worst hand to have, but when the game comes to Canasta, it is out in the open what a bad hand is, because if I get either a 7 or a 2 and the pile graces one of the other cards, I could get a massive influx and China can sweeten the pot there. It is all just a video game (a reference to yesterday) and it only required people to think what was going on in a dome setting, because the other two domes could have represented the EU and the Commonwealth. Now India as a Commonwealth partner could get a more impressive seat and that was the ballgame. The Commonwealth needed an alternative as President Trump was no alternative at all, not with its 51st state bickering. Now America is dealing with additional fears, because Canada with its 8,891 km wall bordering America, oh wait, it isn’t there yet, it is on the other side and now with the dangers of a Chinese base just north of it, the Trump Administration will be playing duck and cover (ask Bethesda). And that is after they learned a hard lesson with Cuba, they get to swirl and pay for the protection they need, oh wait, they have no money left. Sucks to be America at this point. 

So whilst America is figuring out what dreadful hand they gave themselves. The larger setting is that with China the Commonwealth now has options, it is not nearly as dark as the America play presented it to be. I merely need to go back to the Huawei setting. We (most of us) thought they were the bad guys, we need to realise that the ones giving us the data was America and the greed driven population who were depending on American hardware nodded yes. Still I have never seen publicly voiced evidence of what Huawei was guilty of. Mere ‘could become’ and ‘we think’ not evidence of a credible nature and now China will get a first setting of handing America its walking papers to the larger stage that we are privy to.

Have a great day.

Leave a comment

Filed under Finance, Gaming, Media, Military, Politics, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , , ,

August 16, 2025 · 16:51

The BBC woke up

That is the setting I was given this morning. After I have been saying for a few weeks now that the pieces aren’t fitting in regards to a few things. The BBC now gives us (12 hours ago) ‘The US economy is a puzzle but the pieces aren’t fitting together’ (at https://www.bbc.com/news/articles/cwypgx90243o) where we are being told “They say his tariffs and crackdown on immigrants risk a return of 1970s-esque “stagflation”, when a sudden oil shock prompted stagnant growth and spiraling prices, except this time the crisis would be self-inflicted. The White House has just as steadfastly dismissed those concerns, attacking the experts – and, in the case of the US Bureau of Labor Statistics commissioner, firing her”, as well as “A few days later, Moody’s Analytics economist Mark Zandi declared on social media that the economy was “on the precipice of a recession””

We then read “On Friday, the US government reported that spending at retailers and restaurants rose 0.5% from June to July – and that spending in June had been stronger than previously estimated. “Consumers are down but not out,” wrote Michael Pearce, deputy chief US economist at Oxford Economics, which is predicting a modest recovery in spending in the months ahead, as tax cuts and a stock market recovery boost confidence.” And as I see it, there is someone adhering to specialized requests, on the go at the setting of someone. The article then states the setting that is ‘perceived’ as “forecasters expect price increases to widen in the months ahead, as firms sell down pre-tariff stock and raise prices, now that they have more confidence about what the tariff policies might be. That’s why there was so much focus on the producer price index, which measures wholesale prices commanded by US producers before they hit consumers, offering a clue to what’s coming. It accelerated at the fastest pace in more than three years in July.” I saw this in a few ways. Consider the tourism industry. We see clear fall down issues. And would luck have it, the other are responding in a very similar way. Forbes gives us ‘New $250 Visa Integrity Fee Will Cost US $11 Billion, Say Tourism Officials’ the story goes repeated by MSN, and others. At the same time we see TTW (Travel and Tour world) release over a dozen articles in the last day on other places doing other things, like giving us ‘Vermont Unifies New Hampshire, Maine, New York, Wisconsin in Boosting Tourism Industry Attracting US and Canada Tourists During This Fall’ All whilst the larger picture is that “Canadian tourism to the US has declined due to tariffs and anti-Canadian rhetoric, with a 38% drop in road trips and 24% drop in air travel in May.” And the same numbers seems to apply for June, July and likely august too. So the picture is distorted and someone with larger fingers is juicing the numbers in different stages and states. All whilst TTW used to give us a limited number of views, someone is thrashing the typewriters there giving us a large amounts of ‘debatable’ data sources. Someone does not want us to see the setting that things are a lot worse for America than the media is willing to make us realize and that it merely part of it all. 

All whilst NPR radio gives us ‘Trump is tightening the screws on corporate America — and CEOs are staying mum’ which comes (at https://www.npr.org/2025/08/14/nx-s1-5501591/trump-corporate-america-capitalism) with “Corporate America doesn’t want to fight with President Trump in public. But as a result, it’s ceding him an unprecedented amount of control over the shape — and future — of U.S. business. In the past week, the president has turned up the heat on big companies and their CEOs to an extent that is unprecedented even by Trump’s norms-shattering standards. He has publicly attacked companies and their executives throughout his political career — but now he’s demanding firings of executives who aren’t even household names, such as a corporate economist at Goldman Sachs.” Bad news is not allowed in America, not even a little. As I see it, the puzzle pieces don’t fit because the willing minority doesn’t want to give yo the goods, they want to get the jobs they aren’t qualified for or they don’t want to lose their jobs and that is because there are three more years of Trump and Elon Musk is likely the only one to be able to survive this setting, and because he is likely to be sitting on another trillion dollars of value. So why haven’t we heard from Jerome Powell? And CNN gave us (three days ago) ‘Trump is considering suing Jerome Powell, White House says’ (at https://edition.cnn.com/2025/08/12/economy/trump-lawsuit-fed-chair-powell) with the setting of ““Fortunately, the economy is so good that we’ve blown through Powell and the complacent Board. I am, though, considering allowing a major lawsuit against Powell to proceed because of the horrible, and grossly incompetent, job he has done in managing the construction of the Fed Buildings,” Trump wrote on his social media platform”, as well as “Firing Powell would be a legally complicated endeavor, given that Senate-confirmed members of the Fed’s board can only be fired “for cause.” However, Trump seems keen on homing in on the Fed’s multibillion-dollar building renovation as a possible reason that would merit a “for cause” firing. The president claimed the renovation should have been a “$50 Million Dollar fix up. Not good!”” A setting that could erupt in a messy situation. I ‘personally’ don’t like the guy, but as far as I can see, he’s done a really good job with the pawns and issues he could have played. He has been enormously good for America and that needs to be said. Whoever would replace him would not likely be able to do better and that would be another iron in the fire giving President Trump a heartache all over the financial setting. As I see it, Canada is lucky to get the Former British Bank governor as Prime minister of Canada. That man can slice and dice whatever America throws the way of Canada. At present Canada created new channels of income with Mexico and Europe whilst depriving America of these settings. There never will be be a 51st state for America. 

Oh, and how is America’s economy good? China has been able to stranglehold (America’s way of putting it) on rare earths minerals. So how much of these rare earths come from China? The Pentagon gave us “The Department of Defense has made a substantial commitment to domestic rare earth production by acquiring $400 million in MP Materials preferred stock. This investment converts to common shares, giving the Pentagon a 15% ownership stake and positioning it as the company’s largest shareholder, surpassing previous major stakeholders including BlackRock Fund Advisors.” So where are these materials precisely coming from? 

Small questions that have a larger impact on business. At Present China has opened new Channels to the UAE and (speculatively) Egypt as well. Egypt is looking forward to getting its fingers on the Chinese J-35A Stealth Fighter. I’ve been told that it is a cheaper version of the J20 mighty dragon that is at present not seen outside of China.

But these parts are all a setting of a larger debate, a debate that gives us that America is losing defense contracts all over the globe, and China is ready to give it a go. How accurate these ‘facts’ and numbers are are currently not on the minds of western media. Still defense is merely one angle that is sowing the trend of recession. As others are ‘silenced’ on the settings and it merely on the front of AI, we see debatable settings. Which in light of energy flaws is a super hilarious setting. These systems need electricity (and a lot of it), so how that plays out is anyones guess. 

So it is nice of the BBC to wake up, but a lot more is required to give us the goods. So Auf Wiener Schnitzel everyone and have a great day, its 16:39 and as such I have mucho food on the brain at present. It is still Friday in Vancouver, so they have some time to wait until they can have this German delicacy themselves.

Leave a comment

Filed under Finance, IT, Military, Science, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , ,