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
$867,114,682
60.8%
F1: The Movie
$626,214,586
69.7%
Smurfs
$89,700,000
74.3%
Inside Out 2
$1,698,863,816
61.6%
Godzilla x Kong: The New Empire
$572,050,016
65.7%
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.
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.
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.
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.
That is at times a worry, when things go on the cheap it tends to be the more expensive setting you are driven to select. But as I see it, it isn’t always bad. Abu Dhabi (capital of United Arab Emirates) have a few options here. So to show this lets take the ‘normal’ setting.
Warner Brothers Theme park $129 WaterWorld $123 Sea World $177 Ferrari Them park $144 Yas Mall Free
You would think that this will be the master of all bills, but you would be wrong. You see when you get into the Warner Brothers hotel you automatically get a ticket EVERY DAY to one of the theme parks for that day. There are more hotels on Yas Island that give that option. In case of the Warner Brothers hotel, its theme park is across the street (WaterWorld is its neighbour). Oh, and enjoy breakfast there is to be cherished. Don’t take my word for this, YouTube is filled with walkthrough videos of the Hotel and the Theme parks, see for yourself what you could be enjoying.
There is however more. Tourists have the option of buying a 4 Park Ticket for a mere $184 which allows you to visit any of the Yas Island theme parks within 6 days of activating your pass. You have to consider this setting as this implies hundreds of dollars saved per person and you get to select which park you will select. You could spend 4 days in the same park. To give you a comparison a Universal theme park ticket will set you back $600 and that is also per person. So that implies a saving of an easy $400, so what would you select? The added benefit is that the UAE is a zero tax country, so there is a decent reason to visit the Apple Store in Yas Mall and get yourself the apple extension you always wanted.
So as America is setting the additional $250 visa cost, as such Abu Dhabi becomes the premiere location for people wanting the theme park experience. The news (up to recent) was that America is getting a $29,000,000,000 pain invoice from lost international tourists and as I was looking at the presented data from several sources pretty much anywhere, I reckon that by late September, the presented damage will be worse, much worse.
So, why am I focussing on Abu Dhabi? Well, the theme parks are advertised by people who were there as top notch and when you consider the setting that the Diamond pass is annually AED 3,295 ($900) for a whole year with additional discounts all over Yas Island. A full year of access for $900? It is worth retiring there and cool down and soak twice a week in WaterWorld. Nearly all theme parks are indoors in air-conditioned settings and as I see it, next year we get the Harry Potter expansion and the year after that Disney will grace that setting too. In addition (at present) you also get a Unlimited Quick Pass Access, also there is the 25% discount on Dining (at places that support this and also the 25% Discount on Shopping and several other benefits. That implies that the price of the pass will be earned back in just over a week, as such you have 50 weeks of true profit. So what retirement setting offers that? The universal annual pass is seemingly set to $1,095 before taxes. As such Abu Dhabi is seemingly giving you a blast for your bucks.
As I see it, Universal has blacked out dates, Abu Dhabi gives you 365 days of fun. Seems like the optimal saving.
So what is behind this? I am not paid by Miral Experiences (the operator on Yas Island), there is nothing in it for me. But this shows you the utter stupidity of the Trump administration adding a new $250 ‘visa integrity fee’ and when you consider that in 2023, Florida’s theme parks welcomed close to 77 million visitors, merely one state, so when you consider that a massive part of International tourists now have an alternative and a much bigger resentment of America, that are merely two of a bigger set of anti-America setting. Together with decreased rights of privacy at the border. To be clear, I am not anti America, I am merely anti-stupid and at present America is no longer worth it. This is beside America trying to push the 51st State into the face of Mark Carney (Prime Minister of Canada) and his 40,100,000 Canadian brothers and sisters. As such America is getting massive doses of hardship. So when Florida and California loses millions of tourists, what do you think will happen. I see the adjusted ‘videos’ that it will not get back to normal until 2026. Well, that time has gone. As I see it, as there are alternatives America will see this hardship in 2026, 2027 and 2028. There might be some revival in 2028, yet I doubt it, as America sees hardship beyond 2026, crime numbers will accelerate and the quality of life in America is unlikely to see any bright spots before 2029. And that is if America stops being stupid tomorrow morning before 03:00. After that the setting becomes near disastrous and that is merely the summer, at this point their winter seasons are not looking too great either. Winter is a different chicken, most ski and boarding fanatics have their slopes and that’s fine, but at present as places lose control over staff, infrastructures almost everywhere will be near collapse and without infrastructure the tourists will become absent. As a source gave me “Tourists, particularly from Australia and Canada, are increasingly rebooking or cancelling trips away from America due to concerns about border security, perceived political tensions, and a general sentiment of unease, leading to a significant drop in visitors to the US and a surge in interest for alternative destinations like Europe and Bermuda.” As such the setting for America looks grim, very grim.
In an age and a stage of seeing the cheap route thee is a massive setting of people who will be resetting their vacation to the UAE and Abu Dhabi with Dubai a mere 35 minutes away per train. And when you consider that a 30-day tourist visa fee: AED 200 ($54). A 60-day tourist visa fee: AED 300 ($81), seems a lot less than the ‘added’ $250. So how was their ‘visa integrity fee’ a good idea? If my initial understanding is correct and America is utterly broke, then America stops being the place to go until far beyond 2030, but in the meantime the UAE and Saudi Arabia become places to go to. And that is not all, there is every chance that Europeans will return to places like Acorn Adventure (UK), as I see it, there are several places in Europe who will see a returning tourist option.
For me there is this dish which I enjoyed in Ghent in the 11th century (before embarking on the Crusades) and that was possible as the Medieval times are set in the Archeon. They also have a Roman age (complete with gladiator arena and bathing house) and a prehistoric area.
And the Netherlands has more. The Efteling, a theme park that won the biggest theme park award at least twice, making it the biggest contender for Disney parks. And it has its own charm. All places that will feel increased attention as America is slowly strangling its influx of tourists to death.
As such America is due a massive downturn, they forgot that they are not all powerful and other nations have alternatives to what they offer and as they are now raising prices by at least $250 the stage changes. Sweden, Netherlands, Belgium, France, London (UK), Abu Dhabi, Saudi Arabia are all in the running of welcoming the tourists who are now over the American BS (that stuff that makes grass grow in Texas). As I see it, $29 billion was a understated and that will go on for at least 3 years. With border controls impeding out privacy, the setting for business tourists will go down more and more as well. But not to fret, Canada has a welcoming position for these business vendors as well, a visitor visa (single or multiple entry) costs CAD 100 ($72) per person, also a lot less than $250 and that setting will continue for some time.
It is a shame for some, but if America prices itself out of the running, the impact is on themselves. Have a great day and feel free to dream yourself into the past with pastries, I am still dreaming of Dutch poffertjes. And I have an art work by Anton Pieck to assist me in this matter.
Yup, it seems like a founding setting as July usually is in the setting of Davos in the desert and the setting is ‘embossed’ as we are given by Arab News as ‘Riyadh emerging as global super hub amid economic boom: Knight Frank’ (at https://www.arabnews.com/node/2608260/business-economy) this is a super setting for several players but not in a good way.
We are given “Saudi Arabia’s capital is rapidly transforming into a leading global wealth hub, fueled by the Kingdom’s successful economic diversification under Vision 2030, a recent Knight Frank report said. The Riyadh edition of the “Emerging Wealth Hub” series noted that the Saudi capital is transitioning from an oil-dependent economy to a powerhouse for finance, culture, and lifestyle, attracting multinational corporations, investors, and expatriates.” You see, the setting is a little more complicated than that. This is shown through the paragraph that follows “A key driver has been the Regional Headquarters Program, which has already exceeded its 2030 target, with 600 global firms, including Bechtel, PwC, and Northern Trust, setting up regional bases in Riyadh.
This influx has pushed Grade-A office vacancy rates down to just 2 percent, while prime office rents have skyrocketed by 23 percent in the past year and 84 percent since 2020.”
When we see the dots, there is a danger that we link the dots in the wrong direction, so we can see that there are 4 dots with at least 2 options, and the more dots we have, the clearer the image becomes. But at present we see that Saudi Arabia and the UAE are rising stars in money matters and rising economy stars, also rising stars in tourism, employments and technology. In the other corner there are the parties of America, the EU and the Commonwealth to a lesser degree. The massive inclination is that America cannot remain the nice party towards both Saudi Arabia and the UAE, then there is the UAE connection to BRICS and as they both are rocking the tourism industry, a setting where they are making the dozens of billions that America is losing. A second setting is that they have the cash to make the technology work, all whilst America is allegedly having power issues, issues that this technology cannot survive, as such the upside is clear for the Arabic worlds a little less for the other players. Some players are vying for the same defence contracts as America, as such we are all facing some version of what some might see as a civil war in the ranks. And as I personally see it, America will be pulling more and more drastic settings and it is one of the reasons that the Trump administration ‘requires’ Powell needs to be shown the door. It is a mere speculation on my side, but there is a chance that America becomes more and more desperate as the tariff setting was backfiring and it seems to be the leading cause for American tourism going back towards the stone age. The thing that also rings in my head is the setting that the millionaires and billionaires that are now investing and seeing the lucrative stages that Saudi Arabia and the UAE are ‘promising’ are all founding mergers that are now not investing and seeking these options in America. As such these players and the tourism setting where people can only spend their money once, they are now vacating to other shores. These are not connected issues, but they do become accumulative issues towards the American shores. As I see it, the America first movements is slowly but surely becoming the undoing of America.
This reminds me of a Latin expression “Post hoc ergo propter hoc” meaning “after this, therefore because of this” it is an expression that dates back to ancient Greece where it was ‘accepted’ as a truth, but correlation does not equal causation. Apparently the Romans figured this out and as such I gave the example with four points. But the setting where the non-connected events can show that it does have a negative side towards other shores and as such we see the setting towards America. One can believe or debunk the setting that in economy, the entrepreneurial mind can only spend money once, and in a separate turn ‘we the people’ can for the most merely afford one holiday a year and that was in previous years a 20 billion dollars solely from Canadians towards America. But that milk was soured by an administration with State 51 on their mind, a setting that Canadians no longer accept, it made them reject America as a destination. Moreover, other events were also detested by others (Europeans) and as such they are also going to other places, not all, but enough to America seeing this as a massive problem. Only 10 hours ago we were given that Canadian tourism to America is now down 33% in June. In an age where tourism is banking on a near 90% full setting, Canada alone is giving America a tourism body blow and that is before the European sources are considered. So in an age where the financial situation is dire to say the least, the loss of billion will be a hardship station for the near entire industry. So, whilst some are looking towards Davos in the desert, that setting might show the new stations we see as the Future Investment Initiative (FII), which will be held in Riyadh, Saudi Arabia, from October 29-31, 2025. Some will see a setting that shows for the first time just how desperate the sewing for America and Europe might be. I believe it the news will be bad (for the west), you see, over the last 5 years I have been trying to keep eyes on the Saudi Broadcast Authority (SBA) as I expected them to reach out towards Egypt and Europe, but the news has gone silent the last year. It is my believe that the world will hear news in these directions in October. It is highly speculative (on my side), but I believe that is what will happen this year. I personally believe that this is the ‘surprise’ Saudi Arabia and Huawei is getting ready for, but I have absolutely no evidence on this. So call it what you will but these elements together will show a new dot setting and we will hear it in Q4 this year.
No matter what we will hear, it doesn’t frame well for the America First pamphlets and photo frames. But I will be the first adjusting my ‘wrongly’ seen connected dots. Because I honestly don’t know. It is more of a gut feeling towards the image that others seem to be showing us.
Yup, sounds like a conundrum but it isn’t one. It is rather simple. The BBC alerted me to this this morning around 3 o’clock clock in the morning. It refers to OOBB, or Out Of Breath Bully, or in simple terms ‘Trump threatens extra 10% tariff on nations siding with Brics’. You see, the setting becomes “the original group of Brazil, Russia, India, China and South Africa to include Egypt, Ethiopia, Indonesia, Iran, Saudi Arabia and the United Arab Emirates.” So how did I get to this? Simple, Indonesia has 260,000,000 people (say consumers). People as is now seemingly lost to America and as such they will cater to the EU and Arabic nations (which coincidentally happens to appease my IP as well and hopefully the Kingdom Holding), Iran was never siding with America, but the other two, the Kingdom of Saudi Arabia and the United Arab Emirates (UAE)? Will America suddenly find loopholes to avoid these two? I reckon that if I can humbly suggest to ADNOC and Aramco that they set aside 500,000 barrels of oil per day from America towards China and as such I am humbly requesting a mere 1% of the additional profit by this charter change, or 5% of the additional profits should America pay for the additional ‘hardship’. I reckon that I might score $0.20 per barrel and that amounts to $1 million from either delivery channels per day, that is $2,000,000 per day towards the retirement fund for little old me, as such my dream retirement becomes a reality (living on Yas Island in a nice apartment) and a few additional perks. And there is reason to do this. Someone needs to explain to the White House individual that threats are nice, but at some point people will take genuine offense. As I see it China has already had enough and the new adversaries namely Indonesia, Saudi Arabia and the UAE pretty much has had enough of that too. They laugh now, but the world is seeing the threats of America to be a hindrance of doing global business. So as this escalates they all have a new trading partner in Canada, as well as Australia ands the United Kingdom. China and the Arabic nations will be delighted to get a 100,000,000 consumers who will turn away from America to a much larger degree and Canada gets two additional depositories for Canadian alcohol.
Could I be wrong? Absolutely, and that is fine, but to get an option to $2 million per day is something we should never ignore. Even if it starts being a simple courier for Aramco (they apparently have offices in Sydney), as such I could start tomorrow if at all possible.
The setting of ‘on nations siding with Brics’ was just plain stupid and stupidity should never be rewarded. So as we take notice of “US President Donald Trump has warned that countries which side with the policies of the Brics alliance that go against US interests will be hit with an extra 10% tariff. “Any country aligning themselves with the Anti-American policies of BRICS, will be charged an ADDITIONAL 10% tariff. There will be no exceptions to this policy,” Trump wrote on social media.” shows two settings. The first is that this social media call was shortsighted to say the least and the second part is that this implies (yet again) that is facing a lot more economic hardship then it is ready to admit to and getting that out is a victory all by itself as the bulk of the western media is in denial of this and I saw this months ago, actually, I saw this on October 4th 2021 (world animal day no less) in my story ‘Utter Insanity’ (at https://lawlordtobe.com/2021/10/04/utter-insanity/) no less. It was (as I personally saw it) the moment the US debt passed the point of no return. All these pretenders with settings like “Next year will be better” and “They are doing really good, I saw the plans”, the second setting reminded me of crazy Star Trek fans, who claimed that NASA was testing teleportation in secret (I am, after two decades, still laughing on that setting). And the bluffing ‘no exception’ is the candle and icing on the cake).
So, see this for what it is but America has at present a debt surpassing $37 trillion ($37,000,000,000,000), as such they accumulated an additional 12 trillion in just 4 years. So, when the banks no longer go with the ‘we are too big to go bankrupt’ what will you have? What will you do? Because when the banks shut down America loses whatever social safeties and social security they think they still have. It was a simple setting and you could have gotten there if someone explained the working of the Abacus. A calculator that was invented a mere 4400 years ago. So whilst the article also gives us “Last week, Trump said Japan could face a “30% or 35%” tariff if the country failed to reach a deal with the US by Wednesday.” All kinds of threats we see, but acting on these threats implies that America is willing to burn the bridges it has and now that three new players enter the scene, the setting changes. Does the world need America? Canada and the rest of the Commonwealth doubt this, now that the Arabic countries are added to the masses, more will doubt that setting. So whilst America implodes through the threats they are voicing, the UK needs to find a way to get back to the majority of the Commonwealth as the rest unites with Canada. Now that America is opening a new battle ground with the BRICS nations (in all honesty, no one cares about Russia) the setting changes and America soon needs to rely on Russia and Venezuela for oil. That should be fun watching this unfold on TV. I reckon that this setting gets more viewers than the Kardashians. A simple setting that had nowhere to go from the very beginning. I know it is merely my view, but if you consider the setting and the debts and other hardships America called over itself you would see the same thing.
Consider that over the next 8 weeks as tourism in America dies, consider all the other connected services that will fail and consider then that America will need to come up with 4.06% of 37 trillion, a mere 8.3% of that due on a monthly basis and that is how America edges towards an abyss of none avoidance. That is the setting of any bully, when the invoice is due, they suddenly have people to blame and all other excuses come forth, they never fess up to the mess they clearly created.
As I personally see it, this threat was the one he should never have made, not with Saudi Arabia and the UAE in the mix. Have a great day.
Saudi Arabia, UAE, United Arab Emirates, BBC, Commonwealth, Canada, Russia, China, BRICS, Japan, EU, President Trump, Aramco, ADNOC, Indonesia, Abu Dhabi, Kingdom Holding,
That is at times a setting we hope to see, but it is only possible if you take the western media out of the picture. I have ‘debated’ this setting a few times earlier and as we discontinue considering the western media as a source we get a very different picture. To ‘support’ my view I had the microphone (or better stated the feather and ink jar, or optionally the keyboard) to AlJazeera who (at https://www.aljazeera.com/news/2025/5/11/fact-checking-trumps-claim-of-securing-10-trillion-in-investments-for-us) gives us ‘Fact-checking Trump’s claim of securing $10 trillion in investments for US’ there we see “The White House reports $5.1 trillion in promised investments, with $4.3 trillion newly pledged. But experts say $2.1 trillion may not fully happen.” This setting alone gives us a few ‘issues’. Is the 4.3 trillion part of the 5.1 trillion? But AlJazeera was on the ball, the give us “We tallied the White House’s public lists of investments; they amount to $2.1 trillion in corporate investments, or at most $5.1 trillion when including promised investments from other countries. Experts cautioned that the promised corporate investments are not guaranteed to materialise in full, or during Trump’s presidency, and some of them would have occurred regardless of who was president.” I am willing to ‘ignore’ the part the “some of them would have occurred regardless of who was president” and there is the setting of that sci-fi TV series that the world is investing 500B in called Stargate. But the larger setting is that either 50%, or optionally 41% may not happen, as such we wonder how long does America really have? It is an open question because I actually do not know. The hammering of tourism and small business will have an impact and it goes massively beyond the $21 billion of direct losses that is predicted.
So why bring this up? Now we get to the real deal, with is given to us by the Arab News (at https://www.arabnews.com/node/2606252/business-economy) where we see ‘Saudi FDI net inflows jump 44% in Q1 to $5.9bn’ as we consider that we are given that “foreign direct investment in the first quarter of 2025, up 44 percent year on year, driven by rising inflows and sharply lower capital outflows”, as such I wonder if the Saudi government might pull investments out of America (a massive speculation on my side) and as I would see it, based on fictive claims by the American administration. And in this I see both the lessened and diminished losses that America will have to fess up to as well as positive investments that are unlikely to come through. It is like these salespeople who made claims in the 90’s that their sales pipeline was almost ‘full’ and that pipeline was riddles with people who were unable to make up their minds, people who are awaiting confirmations of new releases and that kind of ‘issues’. So that ‘full pipeline’ was not considering close to 50% that seemed to be the issues that customers were unable to find peace with. And investors are customers. The sort to not take kindly to corporations (and administrations) not delivering on their promises. That is the setting we might not seem to get a clear view on. All this is happening whist the Guardian gives us “Annualized inflation hit 2.4% in May, up from 2.3% in April, as Trump pushes ahead with controversial trade plans”, so whilst inflation is bringing down the house (as the expression goes) we see the Kingdom of Saudi Arabia getting a 44% boost of FDI in Quarter 1 2025. As such I wonder how many of the not coming through investors in America have decided to alter course and invest in Saudi Arabia. I do not pretend to know, because I do not. Yet the setting that somehow the people have ‘found’ $5.9 billion. It makes muck more logical sense that these so called investors have figured out that Saudi Arabia is a much safer fertile ground for their money trees than America is. That and the report that the UAE has reported that over 9,800 high-net-worth individuals (HNWIs) are moving to the UAE. They both make sense and the setting that you do not put all your eggs in one basket (a rule I tend to live by) is speculatively in place. As such these people move to the UAE but put 40% in Saudi Arabia and 40% in the UAE. They are the places where money trees have a decent chance of prospering. That is what the cold data seems to imply to me. So feel free to call my insight wrong, but I feel I have to stand with that. And when you consider the impact that ADNOC has on the UAE and Aramco has on the KSA, these thoughts are likely to be a lot more correct that a journalist claiming that America is sound and safe. The data from the last 8 weeks give me a very different picture and I wrote about it.
Now that the gloves seemingly come off in the caper between America and Canada seemingly proves me right. In one corner America has an administration that is in conflict with its own Pentagon and a few other matters (like a boasting president) and in the other corner we see Canada with PM Mark Carney who was the former Governor of the British Bank with more degrees than any thermometer has, or as I used to say ‘Marky Mark of the British Bank’, we all assign nick names for officials. My mother told me to not use bad language as such the nick name for a particular president is avoided.
The reality of the matter is that the ‘good’ setting cannot exist when we see the investment spree into the Kingdom of Saudi Arabia and personally I think that the investment in the KSA is the true one and both cannot exist. As such America is in a shape that is much worse than anyone is considering. I need to keep my eyes on this as I will have to adjust my views if other intelligence reaches me and I believe I need to keep you all updated on this. That is beside the point of me still trying to get the Kingdom Holding Company to buy one of my IP’s, we all have our own agenda’s and I am no different. We all have our farming plans and I am getting close to ‘mandatory’ retirement and it is a really sweet dream to retire to Yas Island enjoying 4 themes parks and a rather large mall to live out my days is relative luxury (luxury is a inherent satisfaction stage) and as there are 9800 millionaires coming to that nation there is a drive to beat them to it (preferably with a nice stack of coins).
So make of this all what you will, but two nations are showing that they have the results that matter, so where does that leave the people who hide behind the seemingly promise that America is doing fine? As such I have a lot more faith in Canada coming through this intact.
It is the reality of the matter that is important and those stating that the reality of the matter will be that I am absolutely bug nuts is a fair call. Time will prove my views correctly. It is the benefit of a blog, it tends to be time stamped.
Have a great day (even if it is Monday), except Canada. It is still Sunday there.
That is at times the thoughts we have. Now, let me be clear. This is pure speculation. It is speculation because I am not in politics (not even the shady kind) and as such it cannot be presumption. There is no best educated guess, there is merely a best guess and the setting fits several thoughts I have had in the past. It all seemingly fits. It doesn’t make it more true or more reliable.
That is something you need to keep in mind from the start and this was all set in motion through Reuters, who gave me in the first instance (at https://www.reuters.com/business/apple-pay-25-tariff-if-phones-not-made-us-trump-says-2025-05-23/) with ‘Trump threatens new tariffs on European Union and Apple, reigniting trade fears’ and here we see “U.S. President Donald Trump threatened on Friday to ratchet up his trade war again, pushing for a 50% tariff on European Union goods starting June 1 and warning Apple he may slap a 25% levy on all imported iPhones bought by U.S. consumers. The twin threats, delivered via social media, roiled global markets after weeks of de-escalation had provided some reprieve in the tariff battle. Major U.S. stock indexes and European shares fell and the dollar weakened, while the price of gold, a safe-haven for investors, rose. U.S. Treasury yields fell on fears about tariffs’ effect on economic growth.” A few thoughts came to mind. In the first “The twin threats, delivered via social media”, as such why not in an official setting? Why via social media? Is it because the threats might get rolled back? Is it because of non-repudiation? Then we get the Apple setting, why in America? Why is this so essential? (I will get back to this later on). And a few other thoughts are to mind. Then the article ends with “The president’s attack on Apple is his latest attempt to pressure a specific company to move production to the United States, following automakers, pharmaceutical companies and chipmakers. The United States, however, does not mass-produce smartphones – even as U.S. consumers buy more than 60 million phones annually – and moving production would likely increase the cost of iPhones by hundreds of dollars” keep this latest quote on the forefront of your mind for now.
Then Reuters gives us (at https://www.reuters.com/business/aerospace-defense/us-justice-department-reaches-deal-with-boeing-allow-planemaker-avoid-2025-05-23/) ‘US Justice Department reaches deal with Boeing to allow planemaker to avoid prosecution’ the two are actually more connected than you would think. Even as we are given “The agreement allows Boeing to avoid being branded a convicted felon and was harshly criticized by many families who lost relatives in the crashes and had pressed prosecutors to take the U.S. planemaker to trial. A lawyer for family members and two U.S. senators had urged the Justice Department not to abandon its prosecution, but the government quickly rejected the requests.”
Then last we get yet again from Reuters (at https://www.reuters.com/business/energy/trump-seeks-fast-track-new-nuclear-licenses-overhaul-regulatory-agency-2025-05-23/) ‘Trump seeks to fast-track new nuclear licenses, overhaul regulatory agency’ with the subtext “U.S. President Donald Trump on Friday ordered the nation’s independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants, seeking to shrink a multi-year process down to 18 months.” All this sets a premise of revenue. Boeing, the reactors and last (which I gave first) was the tariffs. America is desperate for revenue and I reckon the setting of the Microsoft linked firm going bust after being evaluated for a billion dollars didn’t help his need. He needs all revenue to come from America and all made there. It isn’t merely America First, it is the speculated setting that America is about to default on its loans. Well that Is how I see it and I might be wrong. The entire setting with the added setting of Greenland and Canada is that he cannot claim that America has plenty of resources making it a lot more wealthy, for that he needed Greenland and Canada. No, now he needs to move it all to America and that is where the problem starts. Because America wasn’t ready for that move, but that is as the America administration sees it, the problem on (and for) Apple. As I see it, this is a speculated final move before the American President has to admit that payment deals need to be made and they want to push it back as far as they can as the number one fear is that others will massively dump their US Bonds and that would instantly call for the near complete dismemberment of the United States of Bankruptcy.
Could I be wrong? Yes, I can be wrong. But this image seems to fit the partial shorts we have been able to see. The second option is that President Trump has completely lost it, but I do not think so. Too many settings don’t fit that view of him. Yet the knee-jerk reactions to keep on being seen as an “able to make payments nation” seems to fit the bill more. I reckon that the news last week regarding that Builder.AI is now commencing insolvency proceedings was perhaps the drip that broke the camels back as the expression goes. It is before Saudi Arabia and others would be pumping money into the United States, so there is that to come as well. As they say money must flow and the actions done (especially regarding Boeing) is all about revenue, not about the family of victims. Then we loop back to January when President Trump announced ‘Trump announces a $500 billion AI infrastructure investment in the US’ here I speculate that this was all about some Microsoft setting, at least in part and now that Builder.AI has become insolvent and it was backed by Microsoft gives rise to the 500 billion being set on shaky grounds. It’s like looking at the Chrysler building seemingly coming closer to view until you realise that it was build on a quicksand. And they figure this out after the building was complete and now the top of that building is making the rest sink into the marsh. As I see it (which is presumption in this case), is as AI doesn’t exist, that they had made clever moves with DML (Deeper Machine Learning) and LLM (Large Language Models) and that requires programmers and some extended programming, but the deeper you set your teeth into the pie, the harder it is to open your mouth without coughing up the pie. And the bad decisions made with Builder.AI (I do not know what they did wrong, but that is what some media gives us, you can read that in yesterdays story).
When this goes wrong with 1 billion, what do you think that 500 billion gets you? There are only so many programmers who are adept in this form of programming and that is before all the data is validated, which if it fails makes for a totally new timeline and that is the crux of this setting.
But feel free to ignore these settings and see what happens. That I what I think is happening. Microsoft fell short and others might not be in the market for such a failure and when the 500 billion stays away foreclosure of the land of the forsaken and the home of the arrogant falls flat.
Here in all this I might be wrong, I admit that upfront. The question that comes to mind. What is it? Why do we get such a knee-jerk operation from left to right and from beginning to end. Now we get the news that is 15 hours old. ABC (Australian Broadcasting Corporation) gives us ‘Reserve Bank on high alert for economic fallout as Donald Trump continues to spook investors’ If I am correct than this act is merely for the ones that holds these bonds will keep on holding on to them. And the second setting is “The bond market is now regularly questioning the value and stability of US government debt.” As I see it, the nightmare scenario for President Trump. He cannot pay anything over 10% of 36 trillion. When that happens America defaults on its loans. The nightmare that Wall Street fears. As we are given “In the lead-up to the passage of the bill through the US House of Representatives, the US Treasury Department tried to secure $16 billion of funding through the sale of 20-year bonds. It found the auction harder than usual to execute due to a lack of demand from investors.” And as I see it, making the other funds ‘more’ dodgy will work for the American administration and as such are the actions that I am seeing. Not because they are great actions. It is bullying not to go somewhere else and I admit that this is merely speculation.
I leave it up to you do decide if I am right or if I have a case for my train of thought. But this is what I see, merely because I have been looking in this direction all along. And Moody’s downgrade, US debt had become riskier for the lender. That is a simple conclusion you can all consider to get behind. But if that is the case, the outstanding bonds are a bad bet because these bonds do not get reassessed, that is the bad bet they went into and the next step we get is when Moody’s set the credit from AA1 to AA2. But what happens after? I don’t think that the holders of these bonds will wait that long. They will sell wit a loss as not to see there bonds become ‘Junk’ material and those people will lose a hell of a lot of money. Consider Japan as it is with the debts they have also have around $1.13 trillion in US bonds and China holds $784 billion. If China dumps their US bonds, Japan will be force to do the same as not to lose too much money, but the investors were already shy of the last auction and that was only for $16,000,000,000. Now we see that there is a risk that China sets 50 times that amount up for auction as such Japan is seeing the pressure to act before it is too late as it has almost twice the amount of China and the first of these two might get some money back. The one that flinches losses it nearly all.
How would you see such a risk? And that with the Reuters articles made me speculatively realise that America is in a lot oof hot water at present, but my view is speculative. I have no hard data to back my thoughts, be aware of that. By the way, there is a second reason for the reactors, but I’ll let you work that one out for yourselves.
That is at times the question. Most of the world was to sink their claws into Saudi Arabia and we see all kinds of settings, some speculative, some going for the worst. The truth is that the Kingdom of Saudi Arabia is on the rise. Not merely because they are doing well (they really are), but the massive secondary reason is that they are a no-debt zone, just as the UAE is. So as we se that America is $46 trillion in debt, the EU has a debt of 14 trillion euro and Japan has a $9 trillion debt. Yet as the Telegraph a mere three hours ago gave us all ‘‘Worse than Greece’: The debt crisis threatening to blow up the global economy’ (at https://www.telegraph.co.uk/business/2025/05/21/trump-sparked-debt-crisis-could-blow-up-global-economy/) the truth is (speculative) that I personal believe that America is in a worse state, even as the America administration is in denial and the media is massively avoiding reporting on it. I personally think that the network of Stake holders is con spiritually involved as well. As I see it (based on the work of Cathryn van Kessel) that ‘(Con)spirituality as a curriculum of immortality’ is set to “If we are listening to marketing hype, it seems that—with enough money—we can live longer, healthier lives. These products, however, are often no more than consumerist swindling steeped in pseudo-science and pseudo-spirituality. When viewed through the lens of terror management theory (TMT), mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy.” My personal view is set to the premise of “mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy, it is a (sort of) given setting that the stakeholders are dwindling the settings of parameters and changing the premise of given values, creating confusing hype settings” This is merely a personal view, but it seemingly fits the patterns we see, or tend to recognise.
So as such we see “Because the assets that the country holds are still far more valuable than the debts. All the land, mineral rights, water, etc.” and this shows the pressures to add Greenland and Canada to America, as such they wouldn’t be considered bankrupt. Another version is “Because debt payments are still manageable” but here time is running out, as such the Trump administration is playing the bully card on Canada and Greenland. But here the dance becomes a problem as Canada is not giving in as it is part of the Commonwealth. And that is why Keir Starmer as Prime Minister of the United Kingdom is being catered to by the EU as the WU is in a similar predicament and the UK ‘re-joining’ the EU, the EU ends up with a credit card that gets renewed value. But the larger truth is that time for these three are running out and as such they are courtesan themselves to the Kingdom of Saudi Arabia. And now we see the larger setting that the article ‘Saudi brands reach $116.8 billion in value fueled by energy, banking, and telecoms sectors’ (at https://brandfinance.com/press-releases/saudi-brands-reach-116-8-billion-in-value-fuelled-by-energy-banking-and-telecoms-sectors) gives us, and the values we see are “STC (brand value up 16% to USD16.1 billion)”, it is number two. Number one is Aramco (of course) and that is oil and I didn’t want to ‘taint’ the setting. After that we get “Almarai (brand value up 20% to USD4.7 billion)” but the third one is the kicker “Saudia (brand value up 34% to USD1.1 billion)” and here is the setting of three out of the ten that these are brands that have a 16%, 20% and 34% growth, totally unheard of in western settings and as such everyone wants in. Wall Street pretty much demand these new settings, but this is not on Wall Street, as such several brands (including me) are pretty desperate to get in. And I have made a few unsuccessful moves and I will totally try to do so again and again. I told a previous boss a few years ago that they had to get there now, now the going is good. But alas, it fell on deaf ears and now as brands in the EU, US and Japan are getting desperate we will see a total new stage of in-fighting and spading their opponents. But as they diminish one another, the Kingdom of Saudi Arabia will get the cream of the crop at a mere 65% of the total value, because the desperate will sucker themselves to get into the game as early as possible, hoping that the going is good early in the game. I get that, I would feel the same way (as a non-captain of industry that I merely my view) and now that China is entering these fields as well, the west is desperate to get in.
And at present we see little to no evidence how three players can have a cumulative debt of $70 trillion dollars. This is $70,000,000,000,000. Did you ever consider that the debt of these three is more than all the gold in the world? How is that possible? Is it because these three have the assets, because the debt is manageable? We think that we can all be a millionaire as long as we can couch up $55,000 in interest every year, but that is a debt without an end date, you pay as long as you live and that is not a realistic setting but these governments are telling you that story with the assistance of stakeholders (who get their own revenue out of that), yet at that point we ned to consider that you are a millionaire at $55,000 plus whatever the stakeholder charges and now it get to be a little iffy (aka yucky). It is a setting that is delusional, as such they all (desperately) need to be part of the Saudi branding, yet as I see it the Saudi’s have another view, you see STC gave us in 2024 “In 2023, we expanded our global footprint even further by acquiring a 9.9% interest in Telefonica and launching TAWAL operations in three European countries. Over the past year, STC Group has focused on diversifying our global offer to connect people across countries and continents.” They gave us that in March 2024, and the sphere of influence of Saudi Arabia is expanding. So whilst by an expected 2029 we might see brand X, but it is fueling STC for a larger and larger slice of the pie. As such it will all be co-owned by the Kingdom of Saudi Arabia and this is not white washing. It is merely business and these stakeholders will turn to the needs of their own paychecks more and more.
And this is not a dream story, it is not a nightmare story. It is about to become the reality of things and as such our paychecks go in part not to Telefonica, it will go to Tawal and through that to the STC. A simple business setting and for the most the media is will not inform you, it adheres to the needs of shareholders, stake holder and advertisers.
This is the power of branding and whilst we think that Nike, Lululemon and Jaguar are great brands, there is an underlying setting that the cool car is owned by Natarajan Chandrasekaran (chairman and Managing Director) and Saurabh Agrawal (CFO) (to some degree). And now we see the Kingdom of Saudi Arabia expanding in all kinds of directions. In this I kinda set that stage in ‘An altering stage’ which I wrote on October 2nd 2023. I used the word ‘kinda’ as the focus was China and I wrote “It is a summary and you should read it. It shows several elements that are taking the world by storm. It is not “As shown in the latest IMF annual review of the country’s economy, progress has been most notably reflected in non-oil growth, which has accelerated since 2021, averaging 4.8 percent in 2022. Despite lower overall growth reflecting additional oil production cuts, non-oil growth will remain close to 5 percent in 2023, spurred by strong domestic demand.” We get the goods here, but it is “The economy’s non-oil growth has been spurred by strong domestic demand, particularly private non-oil investment. Sustaining this performance requires pursuing sound macroeconomic policies and maintaining the reform momentum, irrespective of developments in oil markets.” Even if the stage is not revealed, when combined with other views we see that ‘strong domestic demand’ is merely one string from the harp of economy, the harp of Saudi economy. What matters is that larger streams involving defence, technology, construction, tourism and services are ALL moving towards Chinese shores. We see some of it now, but that list is rapidly expanding and the next US vote is 45 days away with them having to brood on a loss of billions and it will be a lot more than 1 billion.” Which was a slightly different setting than the IMF reported on and I saw that two years ago. It is the story (at https://lawlordtobe.com/2023/10/02/an-altering-stage/) which gives the goods, so consider that I had this at that point, so why didn’t the media see this over the last 17 months? Consider that before you lash out and wonder who you should blame.
Too many of us are kept in the dark and you should wonder why. You see I am not an economist or some savant. Yet I know data and I have parsed data for decades, and I saw a long time ago that the numbers didn’t add up. So wonder how the media could have missed it all. You were merely given slithers of data and until you consider the larger picture (which the bulk of the media will not give you) wonder why and it is not that it was to complex. As I personally consider the setting is that stake holders are part of the deception. Their cheques are too fat, so they like this game how it is played and they have been playing it for years.
Have a great day and remember, don’t trust all you read, verify the data you are given, even my data. I am not telling you to trust my data. If anything I am a little like Fox Mulder (from the X-Files) and trust no one, not even me.
Lawrence van Rijn - Law Lord to be 