Tag Archives: economy

February 5, 2025 · 13:25

News to me

That happens. I do not know everything and it is not my business to know everything. I learned that early in life, before I know thought I knew everything, I learned as I took the oath of a radio operator, that there is a price for knowing too I much and as such I tried to ‘calm’ the need to know too much. When it is in my business to know, I try to know the materials pretty thoroughly. I tech support there was one program I had to know, but I had to know it on dozens of systems and  for the most I knew the goods. This is not some spreadsheet or a presentation program and you know the in’s and outs of the program (not dissing these software solutions) but in one program know the issues on IBM MVS, DEC digital VMS, AS/400, Sun systems, Unit systems, Windows Systems and a whole lot more, and every mainframe had its own coordinators handbook. For the most it was OK. The dealers could help its own customers but when working deeper they came with questions on installation, data cleaning, syntaxes of the system and of course the limitations that existed per system. In an age where there was no system (it was promised, but was always a month away) I kept my head above water. So what does this have to do with the current issue?

It was given to me in the Conversation (at https://theconversation.com/trumps-trade-war-is-forcing-canada-to-revive-a-decades-old-plan-to-reduce-u-s-dependence-248433) where we get ‘Trump’s trade war is forcing Canada to revive a decades-old plan to reduce U.S. dependence’ it is here that we are given “After threatening Canada and Mexico with illegal tariffs, and Canada with annexation, United States President Donald Trump has agreed to hold off on imposing tariffs on Canada for at least 30 days. This decision came after Prime Minister Justin Trudeau spoke with Trump and committed to strengthening border security” with the added “Early responses seem to have coalesced around two policies: for Canada to trade less with the U.S. and more with other countries and to strengthen the internal Canadian economy.” This implies that the free trade agreements were signed up with that in mind and to ‘diverge’ Canada to go that way. It seems weird that the ‘councilors’ of this US administration did not hammer on this, or seemingly did not hammer this. You see, as I see it President trump shot himself in the foot here. And then watered all over himself. Two distinct settings that could have been avoided. Now America faces tariffs themselves and come to boot Allies of Canada are signing up deals on all markets which will cost America dearly. It also means that the Commonwealth will become stronger as one together. I don’t know (at present) where India stands, but in retail and pharmaceutical solutions there is every chance that Canada will seek solutions in that field. So as we see “But it will impose significant costs on Canadians and require a fundamental readjustment in how we think about our economy and society.” This might be fair, but that all depends on what India could help save Canada costs, if that is achieved (though pharmaceuticals mainly) the net savings for Canada are a lot greater then expected. There will be cost in the beginning yet in the end it might work out cheaper (not easier) for Canada.

Then we are given “In 1972, then-Secretary of State for External Affairs Mitchell Sharp wrote a paper called “Canada-US Relations: Options for the Future.” At the time, international politics were in a moment of transition, and the U.S. was recalibrating its understanding of its national interest.” It is here we are given (at https://gac.canadiana.ca/view/ooe.b1557737E_001/329) a lot more then we bargained for. It is a 332 page paper, as such the 46MB file is not here, but in its original location. As such I would surmise that American administrations forgot about ‘the U.S. was recalibrating its understanding of its national interest’ it seemingly forgot about this. I prefer to think that the setting of pending bankruptcy is making them knee jerk themselves into the next month and the next and the next. Yet there is a rather nasty hindsight to this (not for me). There is a rather urgent need to reassess criminal behavior. So the settings we see in London and other cities (like Los Angeles) imply that a more Venezuelan setting will come to America (thanks to Steve Inman) his comments are setting a new side to the debate. There is no doubt that these ‘free $1000 thefts’ will result in a need to shoot to kill escalation and for the most no one has a problem with that. This escalation is right on the horizon now. The $1000 misdemeanor setting will  (according to some) take care of the freeloaders and especially shopkeepers are fine with that. So as America does away with its freeloaders we still have an issue in Canada and for the most part I hesitate to consider what made America consider its tariff setting, especially as Canada was considering the paper in 1972, it might have been long, but not too long and in light of current trends this setting was on the horizon as were other options and now that America is feeling its first brunt with BRICS, there was a cautious tale on the horizon. And now that the US administration is setting up a ‘Sovereign Wealth Fund’ with the underlying ““We have tremendous potential,” Trump said while signing the order from the Oval Office on Monday. “I think in a short period of time, we’d have one of the biggest funds.”” (Source: The Guardian) I personally disagree. They HAD tremendous potential and now that they started the tariff wars (it doesn’t matter if it is on hold for 30 days). Canada is now looking at setting additional channels with the Commonwealth, whilst diminishing trade and we now see that there is a 1972 paper who did the hard stuff. The question is how much of that is still valid. I actually don’t know that, but I left the link for your reference. Then there is the options that America left on the floor and now China has an inner track to set a lot more towards the Kingdom of Saudi Arabia. I mentioned it more then once in the last two years. As America stifled the sale of their F35, China has been active on at least two weapons trade shows to give rise to the Chengdu J-20 from the Chengdu Aircraft Industry Group. Did you think that China left a call for a few dozen billion unanswered? At $110,000,000 that implies at least 3 squadrons and guess what, they will not be compatible with whatever Northrop Grumman or Raytheon has to offer. As such there could be a bigger shift in that setting. And as soon as China ‘proves’ that the Chengdu J-20 is at least equal or even superior to the F35, America loses that game too. You see, China only have to prove it is at least equal, a much lower threshold. Add that to the Canadian setting and as Canada can prove goods to the UAE and Saudi Arabia (optionally Egypt and Bangladesh) that are a few more markets where Canada will get slices of pizza that were meant for America. All that for a tariff? So how much more does America have to lose to show its ‘Sovereign Wealth Fund’ to be close to irrelevant. Yes, others will profit too. Yet Canada never wanted this setting in the first place and that is where short term considerations make some lose ‘their’ war. And just for consideration. Fentanyl is not new. As given by some “Fentanyl was synthesized in 1960 as an intravenous anesthetic and went on the market in the U.S. in 1968. Transdermal fentanyl was developed in the 1980s and was subsequently used for pain management in cancer patients” it was invented by the Belgiums and it has been on the market over half a century. So it is not new, the (speculated) non-actions by America made it an easy drug to score big on. In addition, it is a pharmaceutical  with a boxed warning. So why is it not a controlled substance set to a narcotic? Lets consider that narcotics were ‘outlawed’ in 1914 and went to the American market in 1968. So why was it even allowed? And even as we see in the Conversation where we are given “For the Third Option to be viable today, Canadians must embrace an independent Canadian identity based on respect for democracy, pluralism, the rule of law and human rights. It likely requires consensus that U.S. authoritarianism is wholly unacceptable to Canada.” And this third option point is now reached and so far (as is visible) nearly all the Commonwealth nations. As I see the Australian parties weaseling (my personal assessment) as “Australian Trade Minister Don Farrell is seeking talks with America” (source: News) where we see no clear message to Canada in support as a Commonwealth nation (like weasels as I personally see it). At this setting Scotland shows itself as a much more honorable Commonwealth nation, but the larger issue will be India, as that is where the massive parts of retail goes. I get that India is playing a sensitive game but something must give at some point, Canada needs us now. From a personal note, Canada was there for the Netherlands in WW2. As Dutch born I will stand with Canada on this.

Yet the larger setting is missed. In the end Canada is not the larger play. It will be China and what it can grab from America on the long term from them involving Saudi Arabia, the UAE and optionally Egypt as well.

So have a loverly day and if you are in America try drinking Tim Hortons for a change. It might wake you up faster, stronger and better.

Leave a comment

Filed under Finance, Media, Military, Politics

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

February 1, 2025 · 19:19

War of trades

That is what we are facing now (not to be confused with World of Warcraft). Canada is now under the yoke of President Trump and we (all Commonwealth nations) have to unite. It is nice to call that president loopy or crazy, but the hardship is not like that. As I personally see it, it is the first step of a nations that has no options against calling themself broke and the media is as I see it, too stupid to call it out (too used to be the bitch of America is more like it). So what can we do?

First things first. “In 2022, Australia imported $6.45 billion in crude petroleum” part of that sum came from the United States, I cannot tell what part. As such we stop that and we get it from Canada. That takes away the tariff from Canada on that. We see that America went ‘soft’ on that according to the news. Why? They need to, they need oil. Oil they can sell at additional coins. So that stops. As such “The UK imported around 42 million metric tons of crude oil and natural gas liquids in 2023” this was also in part from the United States, so they get it from Canada as well. That implies that Canada is not suffering tariffs on oil. See, that took little time. We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?

Then we get a lot more. For our local needs Australia could become the location for Rum (Bundaberg) and it could be exported to Canada, there goes the American Rum export to Canada. The fun part is that Canada could get its import from Australia and the United Kingdom as well and soon Budweiser is losing its export locations. In other news, Labatt Brewing Company and Molson Coors Canada Inc. would now be the locations of Australian beets. As that setting changes America now has a problem they themselves created. And with the quality of water in America, these brands end up having an honest problem selling their beer anywhere. 

These are of course the some settings. What happens when they cannot get nursing staff, because Canada sets the horn of plenty towards the Commonwealth countries and we cannot send them to America as the Commonwealth have had our fill with their tariffs? What happens when we merely set out to ourselves? You think nurses are easy to come by? What happens when a chunk of IT staff in Microsoft, Amazon, Oracle and IBM gets called back to Commonwealth nations? How will you solve the knowledge base then? These places also exist in Canada, Australia and New Zealand. As such there will be a redesign of staff pressures. And that will (accidentally) coincide with staff requirements in the Middle East (UAE and Saudi Arabia) two places the US can not deliver to as they then sorely lack the staff on such levels. What a tangled web they weaved.

Meat from US in Canada will be replaced to meat from New Zealand, UK, Australia and Mexico (they got the tariff book as well), that implies more from other nations and none from America. Was that what they had figured on? So as American revenue declines and meat will required a downgrade as they suffer exports. So, USMEF has 19 offices and regional representatives in key markets around the world. And soon that will get a massive drop on revenue. Al because they wanted to test their bankruptcy measures on other fields like tariffs. So how much more needs to happen? Meat, Booze, oil and staffing. All going other ways soon enough. How will that leave the America economy? And I reckon Wood does not need to come from America, it does now, we can import from Canada too, as such Canada will need less tariffs to worry about. So who chained the links together? What started as as separate issues now becomes a formidable chain that whacks America over the head as we solve matters internally and for a few issues we could partner with Mexico. All separate issues that were ignored as they were to some too small to consider, but this chain represents billions in goods and millions if trade shipping now about to leave America hands.

Trade wars have a nasty habit of biting bak when the numbers are not in your favor. Canada does not stand alone, the Commonwealth can support it as it should. I do fear for weak links (like Keir Starmer and Anthony Albanese) as they want to appease America. Those days are over and now America has another issue coming its way. It was ‘protected’ by an ocean from China, but in this setting China would get invitations as Australia and Canada would entertain trade talks with China. So how is America sitting now? Oh, and in that setting there is a new setting to Five Eyes, 4 of its members have had enough of President Trump and its loopy vision (possible he needs glasses). And in one instance the CIA loses whatever handle it had on international businesses. Yes, that was a real bright idea. We might lose Palantir as a partner (which is fair enough) yet if you think that China doesn’t have options there, you would be really delusional in your thinking. I reckon that these tariff wars were the Christmas present for China almost a year early. 

All that coming now?
And I saw part of this in under an hour. So how did this escape the American views? A tariff war was the worst setting they could enable. So why did this president not get the Intelligence he needed? 

I reckon there is a lot more and we need to stand firm with our brother Canada. We are the Commonwealth, not a play-toy (or the bitch) of America. We have a population exceeding billions, we eat, we drink and we are merry (at times loopy too). And 2.5 billion represents massive amounts of power, more than the 350 million in America can bring so when that retail power falls away a lot more American businesses will suffer in the process.

Just a little lesson for the reader and consider who you wake up. America is about to learn that the hard way and China likes the setting it is about to exposed to. An Ally that does this to Canada is no ally at all and there are massive consequences with ringing the tariff bell.

Have a great day.

1 Comment

Filed under Finance, IT, Media, Politics

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

January 27, 2025 · 04:22

A call to arms

That is what is in me. Calling you all up to arms. The first issue is Donald Trump, the president of Unites States of bankruptcy. And we see this possibly quite clearly. The first part is (at https://www.cbc.ca/news/canada/buy-canadian-tariff-threat-implications-1.7439117) where we see ‘Why ‘buying Canadian’ isn’t as easy as it sounds’ And we are given “Can shrewd shopping truly help Canada push back on economic threats from the United States? If you believe the rhetoric from some political leaders, every little bit helps — especially if consumers pay closer attention to labels.” I believe we need to do more, we the people of the commonwealth must unite, Canada is our larger brother and the United States of Bankruptcy have no business making claim to it as the 51st state. There is no opportunity as that weasel Kevin O’Leary states. America has to fine ways to raise its economic awareness of go under. And the oil and forests of Canada are not the way. As a commonwealth Australia, India, Jamaica, New Zealand, United Kingdom and the other 8 nations have a duty, yes duty I say to if whenever possible to buy Canadian. As such all American maple syrups go from the shelves right now and are replaced with the real Canadian version. 

Wood and other stuff needs to be bought from Canadian dealers only. It might not be enough, yet tell me honestly when Trump attacks us, should we not respond? If he attacks one of us all with tariffs and we, all 15 replace American goods whenever possible with Canadian, adding to that notion by switching oil by Canada ($11.8B), United Kingdom ($11.4B), and India ($10.8B) from America to Canada, it will hurt America at least 33 billion right there, the other Commonwealth nations might not be the largest customers, but every little bit helps. Oh, and if we all stop American import oil, America can stop crying like a bitch to make oil cheaper from Saudi Arabia, they can now provide for their own oil. 

It might not be enough, but if the dent is great enough, America will think twice with their ambition to annex Canada into America. So as we see “Make sure we send a message to big retailers. Costco, Sobeys, Walmart, Metro and Loblaws. Buy Canadian products.” Our Commonwealth nations could add Coles, Woolworths, Aldi, Co-op, Sainsbury’s and a few others to that list. And this would also benefit the UK. So how much of a dent is needed for America to realize that pissing of the ally they once had was a really bad idea? The second article (at https://www.cbc.ca/news/politics/trudeau-premiers-buy-canadian-trade-war-1.7438587) also gives us in ‘Trudeau, premiers urge shoppers to buy Canadian as country prepares for a trade war’ “As a possible trade war with the U.S. looms, Trudeau and the premiers are now furiously trying to dismantle long-standing internal barriers to make it easier to trade goods and move workers across provincial borders.” And in that case, their brothers and sisters in the Commonwealth should also be heeding the call they face. 

And do not relent, let America face the hardcore upgrade to financial pains by removing massive parts of their income. It is the least we can do. Must of us could get the oil needed from Saudi Arabia and the UAE. This could open additional markets for both sides. As such there could be a call to add Aramco and ADNOC fueled gas stations. My temporary issue is that we see “Our refinery at Lytton (ample) uses crude oil largely sourced from Australia, New Zealand, south-east Asia, Africa, and North America.” As such North America should be rescinded from that list and replaced with oil from Canada, Saudi Arabia and the United Arab Emirates. Ampol has over 1900 locations in Australia and 262 in New Zealand, time to upgrade that list of places. As I said it might not be enough, but in hardship the Commonwealth has such together and our big brother needs out help now. We all should unite and let the baboonish call to make the 51st state a thing of the past. We see that America is also making the call to invest 500 billion into AI and that might be (might is the operative word) the final straw for their collapsing economy. You see there is only one definition of AI and it was handed to us by Alan Turing. Based on his paper 1950 paper ‘Computing Machinery and Intelligence’ (see https://www.turing.org.uk/scrapbook/test.html) 

turingDownload

(source: University of Maryland, Baltimore County (UMBC))

As I see it, what we have now is an exploding predictive analytics model set so verbose that it never learns, it merely sets all the combinations of the set in data. It was a decent solution in 1986 when it was Chessmaster 2000 brought by The Software Toolworks and later after passing several hands until 2009 it was in the hands of Ubisoft. The Chessmaster 9000 was said to have an ELO of 2718. Data formats had evolved, but the larger setting was that the system never really evolved and in 1986 our concepts of data were different. Like some rainbow tables approach to the presentation of data we grew more attuned to the situation, but it still isn’t AI. A predictive analytical model using deeper machine learning and LLM model is of course much better, but it just isn’t AI and the elements requiring AI are not in existence yet. We now know what it should look like and a Dutch Physicist has now proven and shown the Epsilon particle to exist, but it isn’t here yet. For that matter until that evolves into a trinary system we are out of luck and President Trump puts 500 billion in this? This will always go sideways in the direction no revenue will come from and at some points the banks will want to see their revenue. A simple setting that is coming the way of America with no recourse. So yes, I am calling to arms to protect Canada, our Commonwealth brother. 

So why the AI part?
If America is to be set to their decisions, then the folly they employ is also a measurement and a hindrance to success. I do not oppose the effort, but in this ago that a solution is ‘presented’ as the holy grail and the future financial solution, the fact that it will never work at present is also the hindrance for the presented result. I don’t care that Microsoft is plunging billions in this and whilst securing 3.5 million carbon credits. The bigger setting is a joke (as I personally see this) like toddlers playing Texas Hold’em poker. With the pot merely increasing and when you realize that this could cost you the hand and in the case of America their nation. In this I believe it is essential to stand by Canada. We see all these companies vesting their chances and the effort is good, but the risk is theirs at present and now President Trump is making the country the presented bet of a folly hand. And it matters and no one is considering that too much will be lost, not even the media.

The media is not looking (or too little) at the dangers of data poisoning and malicious use of the data train in development. These two settings involve people and there is a near complete lack of verification of data and that could cost us all in time. So whilst America is willing to hedge its bet by presenting a solution that cannot yet exist (or in the near future) we can leave them to their sorry state and hand protection to our brother Canada to keep it secure and out of American hands. As such I call to arms.

Try to have a great day.

1 Comment

Filed under Finance, IT, Media, Science

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

January 25, 2025 · 05:31

How does commerce work?

That is at times the question. As I see it President Trump has a flawed nd warped view of one. We get that from the Middle East Monitor, aka MEMO (at https://www.middleeastmonitor.com/20250123-trump-calls-for-1-trillion-saudi-investment-lower-oil-prices/) where we are given ‘Trump calls for $1 trillion Saudi investment, lower oil prices’ And I thought it was an error, but it was not (several publications give me a similar view). The weirdest part is “US President Donald Trump, on Thursday, said he will demand Saudi Arabia and OPEC bring down the cost of oil and will ask Riyadh to increase a planned US investment package to $1 trillion from an initial reported $600 billion” (source: Reuters). And the weird part is set in fact. When we see that USA exports 10.15 barrels of oil daily and IMPORTS 8.53 million barrels of oil, we come to the conclusion that America want cheap oil so that they can get a better margin on selling their oil (which will not be cheaper). So why would Saudi Arabia and Aramco do that? Would anyone do that? As such I think that America is thinking of getting the (speculated) $40,000,000 a day margin to settle their mega trillion dollar debt. It also makes me wonder how close are they to becoming bankrupt? And beside that, they want Saudi Arabia to invest a trillion dollars over 4 years. To be honest it seems like a radical stupid notion to get someone to invest a trillion dollars and lower the price of oil so that Saudi Arabia will be regarded as a friend? Sounds a weird approach to business to me. The quote given is ““But I’ll be asking the Crown Prince, who’s a fantastic guy, to round it out to around $1 trillion,” Trump told the World Economic Forum in Davos, Switzerland. “I think they’ll do that because we’ve been very good to them.”” So exactly how has America been good to Saudi Arabia? Saudi Arabia has not been able to acquire the F35? Whilst Saudi Arabia civilian targets were hit by Houthi Terrorists, America did not come forward to sell necessarily equipment. So how has America shown themselves as a worthy ally?

You see, in my books an ACTUAL ally will aid when needed and supply hardware when needed (and paid for in some cases). There is also the notion that Iran have been circumventing the US Navy in several cases to deliver hardware to Houthi Terrorists, some navy. The funny part that MEMO describes “he will demand Saudi Arabia and OPEC bring down the cost of oil”, so now Saudi Arabia is seen separate from OPEC? OPEC is called that as it is the Organisation of the Petroleum Exporting Countries. So, Saudi Arabia is not part of OPEC? A weird setting as I see it and if America is as broke as it seems to be, it makes some sense, but this would be regarded as a desperate knee jerk move (as I see it).

And on this setting, it has every notion of driving the Kingdom of Saudi Arabia straight into the fold of China and their plans for the world according to China. So how does that help America?

Just a thought to have this lovely Saturday morning.

Leave a comment

Filed under Finance, Media, Politics

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

January 12, 2025 · 05:58

Who’s funny now?

It was just after midnight when an article hit the retinals of my eyes. It happens and most of the time it is just as it is. Not this time, this time was different. You see, a few days ago on January 9th 2025 in my view (at https://lawlordtobe.com/2025/01/09/is-it-semantics/) with the title ‘Is it semantics?’ I wrote “I will let you decide, yet consider that America opened to door to grow China in near exponential size, because they could end up with options in Australia, Canada, New Zealand and the United Kingdom.” As some people laughed at my ‘sense of humor’ they ridiculed the setting from ever happening. Now the BBC gave me a mere 4 hours ago ‘Reeves defends China visit and hails £600m boost to UK’ (at https://www.bbc.com/news/articles/cqx9jggw9ndo), as I see it the die is cast and now you (Americans) get to ridicule the setting. Perhaps it was a simple joke to keep the mind of tariff changes, but that is not how it is playing out, is it? The article gives us “Chancellor Rachel Reeves has defended her decision to travel to China to improve economic ties at a time when soaring government borrowing costs threaten to squeeze UK public finances.” The added “The Treasury said Reeves’ visit to China delivered on a “commitment to explore deeper economic co-operation” between Prime Minister Sir Keir Starmer and President Xi, made last year. BBC economics editor Faisal Islam said other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” Brings another setting to the table. Is that why Elon Musk wanted Starmer out? The timeline makes sense. America would have known about this in advance and the noise we heard was around the time this was going down on plan papers. So Elon Musk was pushing his ‘ideas’ through the populistic channels available to him? I knew nothing of the sort, but I predicted the setting as an available one. And now we get “other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” This implies that Spain is also on the China horse of economic opportunity. This implies that China is making progress towards the UK (and optionally also into Australia, Canada and New Zealand) as well as direct opening moves by Spain (and others) into Europe. America is not really laughing now, are they? In opposition we see “Tory MP and former security minister Tom Tugendhat told BBC Radio 4’s Today program that the timing of Reeves’ visit to China was questionable. “She’s going at a time when her Budget has sacked the economy, we’ve got debt rates going up, and she looks like she’s going with a begging bowl, not with a trading deal,” he said. “That’s a real problem because actually it makes the UK look more vulnerable, and others around the world will see it too.”” 

Well, the UK doesn’t look more vulnerable. It is more vulnerable and it started 8-10 years ago when Mario Draghi decided to push his idea for spending in excess of €2 trillion. Yup, the invoice is due at some point and the UK is actively seeking solutions now, preferable before European nations do. As such I saw that dinner bell chime over 5 years ago. And as such Tom Tugendhat going for the adjusted Oliver Twist quote which was “Can I have some more please?” Doesn’t really hold water or slice the cabbage. It is reality in a nasty setting. It is the consequence of Wall Street and friends pushing hardship forward and now it is due harder choices will be made, but at this time these Wall Street friends are nowhere to be found and it comes down to Wall Street and its administration to figure it out and the Trump administration can no longer cry wolf (make China the nasty one). These administrations are in a deeper setting and are willing to give China a go, which will be good news for Tencent and Huawei in the first instance and first degree. Tencent will personally aid my need for coins and selling my idea, but that is not the issue now.

And whilst the article ends with “Liberal Democrat deputy leader and Treasury spokesperson Daisy Cooper urged the chancellor to return to the UK “to urgently address the ongoing crisis in the markets and announce a serious plan for growth”.” I wonder if the BBC relied on “Cooper urged the chancellor to return to the UK” instead of “Cooper urged the chancellor to return to the UK before the China vote is in”, there is of course the setting that this is not the case. I do not know Daisy Cooper, merely to a minimal degree. Yet at present, she has more in her stride than Australian labor PM Anthony Albanese. Yet for me the real ‘victory’ was that I optionally saw the backlash from President elect Donal Trump correctly, at least in part. And that days before the BBC gave me the rundown. So will the commonwealth unite with China? It is too early to say, but the start is here and now America starts its new administration with serious other problems. You see the group five eyes (Australia, Canada, New Zealand, the United Kingdom, and America) is nice but as it seemingly goes this setting could be 4 members short in the near future and that creates a new setting. The CIA will lose eyes in several places and they will not have the budget to rectify that any way soon (they lack other resources too). Still happy about the 51st state ‘joke’? We have asian food centers all over the commonwealth and these people feel happily fed and don’t see China as a threat. I am not saying they aren’t a threat, as I see it, merely America and its devoted fans do. The problem is that the economic hardships are real and the people are willing to give China a chance. It isn’t right or wrong. It merely is and it is a direct consequence of games that Wall Street enabled, as they disregarded a long term policy. It is the direct consequence of what I call short term Excel policies (not blaming Microsoft in this case).

We can postulate all we want, but it depends on what Chancellor Rachel Reeves brings back to Number 10 and parliament. As I personally see it, President Xi (with aid from He Lifeng) gets the option to make a clean sweep into the hardship that America is ignoring for itself and with the settings as I observed it on defense spending in several places China can put pressure on America to a much larger degree. Life can throw us the strangest curveballs.

So enjoy the day and remember that in China, they will say “我可以再多吃一點嗎？”

Have a lovely day, only 120 minutes until breakfast for me.

Leave a comment

Filed under Finance, Media, Politics

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

December 17, 2024 · 20:27

The meme of nothing

Something made me pause this morning. The actor Tim Russ (Tuvok, Star Trek Voyager) had sent a meme over Twitter. Now in itself this is nothing new, actors and actresses do this to entertain the fans and for the most show their commitment to issues. The meme below was send.

I have seen similar memes for some time and the setting is fine, it is just a useless meme. Like all those people shouting tax the rich. You see America is a nation of laws and there are all kinds of laws. This impacts tax laws and an overhaul has been overdue for over a quarter of a century. I made mention of this as early as June 8th 2014 (over aI made several more mentions, even earlier at that. In this case I wrote “The US gets through taxation a mere 14% of where the debt is at. How is any of that realistic? So, the total collected taxation, before any other cost is taken into account (like paying government staff and utilities), it only amounts to 14%, after all that is done 0.1% is left if the US government gets a fitting budget (something that has not been achieved since president Clinton was in office).”, the debt now is close to 50% larger. So wonder if you will, what is the use of taxing the rich if the law prevents discrimination? Moreover we might want to blame Billy bad boy Gates (Microsoft), Sergei sneaky Brin (Google), Larry Scoundrel Ellison (Oracle), Jeff paperback Bezos (Amazon), Tim the shifter Cook (Apple) or even Andy off-the-books Jessy (Also Amazon). We can call them names, we can blame them. The truth is that they did nothing wrong. They adhered to tax laws, a black letter interpretation if you want, but the problem is not them, it is the people who wrote the laws, the stakeholders that influenced the lawmakers and the politicians who weaselled out for all kinds of selfish reasons. There is no Democratic or Republican blame, they are all to blame from Bill Clinton onwards. The last president in the existence of America who had a surplus in the treasury. It has been that long and and I wrote about it over a decade before, I am pretty sure I raised it a few times before that, but the story should be clear. A setting that has been known for over a decade and the media loves the tax the rich flames. They love cashing in on flames per digital dollar. The rest not so much. So wonder something simple. Am I more intelligent than 334,925,763 Americans? I don’t think so. I am definitely not more intelligent than the five mentioned above and a few dozen more. They knew what was going to happen and as such they aren’t innocent, but they were not guilty either. Guilt should be sought in Washington DC, amongst the lawmakers. They catered to the mess America is in now and these meme’s are entertaining but incorrect. One might surmise that some of the wealth of Jeff Bezos comes from the fact that he can safe on shampoo. A bottle of that stuff costs  £390 in Harrods, so that is money saved in the bank. The rest has hair (as far as I know). 

You think I am making a joke, but there is a hidden flaw in that. You see, shampoo is something we all get to buy, I have no doubt that they have all kinds of expenses that a doctor misses out on. Tax deductions are the game for some and that is pretty much all they can be gotten on. The rest is corporate and that impacts Amazon, Apple, Google, and all other corporations and that is set in law and the lawmakers gave these corporations a huge discount all over the place. So when you go in ‘tax the rich’ mode, consider how useless that mode is. 

As someone told me, when you get access to web camera on Tiananmen Square,

tilt the camera from centre 24.5 degrees to the left and 15 degrees up, you might (might is the operative word) see President Xi stating ‘對富人徵稅’ howling with laughter (I have no idea what he says, I do not know Chinese. But I reckon they are grateful for the easy victory handed to them by American lawmakers no less.

The simplicity is that America gave the world away by giving tax breaks to corporations. And there isn’t much time left, there might not be any time left. As I personally see it, in the age of President Trump the corporations will clean house, give the bonuses to the board of directors and they will all split to a zero tax place with no extradition. You might call me out on that, but that is how I see the world change and they will leave whatever is left behind to clean up the mess. It will go gradually, but I reckon that these five people will have at least one apartment in Monte Carlo, Dubai, Abu Dhabi, Nassau or Lichtenstein and they will get some diplomatic status so that they cannot be extradited to America. 

You want to doubt this, fine. But the reality for over a decade will have been clear. The taxation does not show or warrant the amount of debt America has and Economists all over the world either never said anything or the media kept it quiet. Your choice in what happened. I actually cannot tell. I can only see the numbers, not the reality behind that. I am not an economist, but I reported this for over a decade, so I feel fine. I leave it up to you to dig into the matter how others (with economic degrees) didn’t see this. And when the next bubble comes (the thing they refer to AI) and the so called trillions of revenue, that bubble is as I see it an excuse for some on whatever mattering reason to remain in denial that it was a simple error (in stead of that it never was possible) and they will walk away with whatever they can afford. 

Bubbles are only useful as long they are still presented when that falls down (I reckon within 1-2 years) the setting changes from what they think is bad to actually severely disastrous. And it was never going to be solved via memes.

As I see it the meme doesn’t lie, but the impact goes in the wrong direction and has been going in the wrong direction for over a decade. There was an urgency for my selling my IP and I would rather be in a pace with some actual money then be thrown in the midst of desperate people seeking someone to blame, but that’s just me. 

Have a great day.

Leave a comment

Filed under Finance, Law, Politics

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

December 16, 2024 · 18:57

The statistics are against me

Yup, that happens and I don’t believe it is a worrying issue. You see, it started a little over a year ago and I created my first (sort of) script. It is called ‘How to assassinate a politician’ which I later ‘reset’ to ‘Essay’. MY first script was meant specifically for an islamic audience which could have graced the walls of the UAE or the Saudi media bosses. I saw the story and it was my response to an Islamophobe population. And how to better serve it than to assassinate the biggest European islamophobic of all Geert Wilders (now PM of the Netherlands). I thought it was an excellent idea (a pure personal thought). Yet now I am confronted with ‘How the creative economy drives growth in the Middle East’ (at https://economymiddleeast.com/news/how-creative-economy-drives-growth-middle-east/). Here I see “In the UAE, a global creative hub, Dubai Media City is home to a talent pool of over 40,500 creative professionals”, so what was I thinking? Well, the short of this is that I write to feed the creative beast in me. I was unaware of just how large the Media City population was, and if you go by that setting you will never get anything done.

And whilst you are mulling over “The UN Trade and Development Creative Economy Outlook 2024 highlights the crucial role of creative industries in global trade and economic growth. According to the UNCTAD survey, the creative economy contributes between 0.5 percent and 7.3 percent of GDP and employs 0.5 percent to 12.5 percent of the workforce in various countries. “The creative economy has the right forces pushing its sails. This is not just art. It is an economic powerhouse that we must harness together, leaving no one behind,” stated Rebeca Grynspan, secretary-general of UNCTAD.”” You see, it is nice to hide behind numbers at one setting, but the source of the numbers matter a well. I find a little worrying setting behind the statement “The creative economy has the right forces pushing its sails. This is not just art. It is an economic powerhouse that we must harness together, leaving no one behind” my issue is in one direction “leaving no one behind”, which is nice, but that is a political statement and Grynspan was in the past Grynspan was a professor and researcher at the Economic Science Research Institute at the University of Costa Rica. This is not some anti statement. I always wonder and become ‘skeptical’ when a politician makes a “leaving no one behind” in their setting. Because that tends to rally towards “We were however forced to make choices” and that always goes at the expense of Art, especially when dollar numbers are involved. That and the setting of “employs 0.5 percent to 12.5 percent of the workforce in various countries”, which is quite the distribution. So where is it 12.5%? Hollywood with its 153,859 villagers? Some other consideration would be ‘the UNCTAD survey’, which I am not attacking now, as I have never read it. But the stage of a survey calls with me the setting of data. What data? What was filtered? How was it collected? What nations participated? Indonesia has around 277.5 million people, how many does its media (online and other) have? Simple questions really. 

When we dig into the matter, we see “Middle Eastern countries recognise the potential of the creative economy. In the region, the intersection of the digital and creative industries, in particular — encompassing the use of artificial intelligence (AI), Web3, and virtual reality — is driving innovation and economic diversification.” I still shiver at the notion that AI does not yet exist, no matter how many players boom the bubble of the AI vibe, it does not yet exist and we need to take notice of this. It might be fuelling the desire for it to be here, but it isn’t and when the world starts wondering the simple equation of “LLM’s vs AI” and true data parsing, its verification process and programmers with its algorithms the statement “According to a white paper by Dubai Design District and Dubai Media City, the global digital creative economy could grow by 11 percent annually, reaching a staggering AED27 trillion by 2030.” I fear for the fallout it precedes. And like the other papers the question of population, collection and reading the data will get a much higher priority. I winder how certain power players will address and respond to “a staggering AED27 trillion by 2030”, you see, joy of a revenue is nice, but the fear of it falling short in 5 years will be on the forefront of nearly every mind who depended on this fuelling stage. 

There is a side I fully agree with. It is seen in “In November, Dubai Media City underscored the essential role of multicultural creativity at this year’s Global Media Congress held in ADNEC Center Abu Dhabi.” I believe that true creativity can only be seen in a multicultural setting as such the UAE has a jump on all other nations as I personally see it and even as I shiver at the 40,500 setting (I am not debating or attacking it) I understand that my script had very little chance to begin with. I am still proud I wrote it and there are three more coming (not with Islamic values in mind), but that is the state of the world. Creativity is where our thoughts take us. And we respond as we would or as we can. The first one was islamic in nature, but that doesn’t mean all will be and multicultural is the first step of being truly creative. What matters to me are a few things and the stage of the numbers is one, articles rarely spell that out and as such it becomes my setting that I wish I knew more of UNCTAD and their numbers, because it is at the heart of the matter here. And here is the spiller (or killer). You see, the UN Trade and Development has a UNCTADstat Data centre. I took a look (at https://unctadstat.unctad.org/datacentre/) where I found “International trade in creative services: estimates for individual economies” an experimental part that has data from 2010 to 2018 and shows us Saudi Arabia, but not the United Arab Emirates (UAE), as such I wonder where the numbers are coming from. The article does not give us that part. I saw the Creative Economy Outlook 2024. The word ‘Statistics’ is given to us 23 times, and always with references like {Key Statistics and Trends in Trade Policy 2022. UNCTAD/DITC/TAB/2023/2. Geneva.} Yet the report gives us no real numbers (like raw data) or the reference to raw data has exactly 0 hits. As such I tend to have a more skeptical view on such a presentation. As such when ‘confirming’ the survey, I see another ‘hitch’ the fact that the phrase ‘in countries where data is available’ is missing from the article. It happens, but as I see it, it is kinda sloppy. With the rather large setting shown (in the UN pdf) that we see “inputs received through the 2024 UNCTAD Survey on the Creative Economy from the following countries: Albania, Antigua and Barbuda, Argentina, Benin, Cambodia, China, Costa Rica, Cuba, Dominican Republic, Egypt, Ethiopia, Gambia, Guatemala, Indonesia, Jamaica, Japan, Kazakhstan, Libya, Malaysia, Mauritius, Montenegro, Mozambique, Nigeria, Oman, Pakistan, Peru, Philippines, Republic of Korea, Seychelles, Slovenia, South Africa, Sri Lanka, Trinidad and Tobago, United Kingdom of Great Britain and Northern Ireland, Uzbekistan and Bolivarian Republic of Venezuela.” And here we get the other shoe dropped. Saudi Arabia and the United Arab Emirates are not mentioned at all. This is not on these countries, but as I see it The editorial of the Middle East economy has a little explaining to do (as I personally see it), it might be merely semantics, but that is at times how I roll.

And there is more on the graphics, one pie chart merely shows Saudi Arabia and the UAE as part of the EMEA region, as such I wonder which part of the 21% is Europe, because that sets a much larger premise of advertisement per region and population. There is no real way that Saudi Arabia and the UAE can compete in advertising against a population of 742 million europeans. As such I start to develop questions (as I would).

Well that was it for now, I’ll add the United Nations PDF at the bottom, it took me less than 10 minutes to scope out the questions you see here and if I took a little more time I will find a lot more. But that is the setting of a political brief (as I see it), I also didn’t see (I might have missed that) on the definition of the media and what sources are set to what medium. You see, there is a chart on Global video games revenues, and predictively set (based on data) this is always an upward spiral because there are no sources (or data) available for the Playstation 6, the Nintendo Switch 2, or the Tencent handheld. They are the tomorrow systems and there is no data on any of that a present. But the larger audiences are already looking into these parts. So what gives on the data?

A mere simple question that has no easy answer, I get that, because presumption is always on what is known, but take the simple setting in 2012 the PS4 was released. It got more than 50 million consoles out and obliterated the Microsoft product. In 2016 Microsoft merely gave us all Xbox live numbers. So when we see that, what numbers does UNCTAD have to set the Total video games revenue from 225 to 312 billion and Video games advertising from 75 to 137 billion between 2023 and 2027? A lot higher than Traditional games which went from 55 to 62 billion? The numbers do not reflect each other. As you might guess that sets gaming in a dead drop against advertisement, a bad business practice as I personally see it. And I could go on but when you see it was a forecast based on PwC’s Global Entertainment and Media Outlook 2023-2027 (so based on what numbers?) This is merely what I found in under an hour. As such question all numbers that have no accompanying response setting (aka N). 

Also when we get the Countries with the most significant art markets by value of sales in 2023 and we see USA, France, UK, China and other with France at 7% and other at 15%, where do the UAE and Saudi Arabia end up? Consider that a place with 40,500 members do not surpass France and are part of the 15% What is the setting for them? I wonder if the Middle East Economy had those questions in mind when they released that story. As I see it a simple question really.

1416030-ENDownload

Have a great Monday.

Leave a comment

Filed under Finance, Gaming, IT, Media, Politics

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

December 14, 2024 · 14:10

Calling a bluff

That happens, some people bluff and others tend to call the bluff. That is the setting that president elect Trump called on himself. We all heard how the upcoming Trump administration called the setting that they opened. They threatened the Canadian Trudeau administration on tariffs when “Trump threatened in a social media post to apply devastating levies of 25% on all goods and services from both Mexico and Canada, vowing to keep them in place until “such time as drugs, in particular fentanyl, and all illegal aliens stop this invasion of our country!”” As I see it, a larger setting that the US called upon itself. The war on drugs has been going on since June 17, 1971, during which President Richard Nixon declared drug abuse “public enemy number one”. I get that, drugs are the filth of any civilisation. Perhaps America could have changed tactics decades ago, when it was set to ‘the black population’, being white an wealthy enabled cocaine habits, all whilst crack users got the bulk of the heavy punishment. I cannot voice any opinion because it is too far from my bed. Yet the media used that setting to give us “New Jack City” and “Boys N the Hood” with an entertaining “Cocaine bear” for good measure. I reckon that “Traffic” is one of the best views on the subject (there are many I never saw).

So after half a century of failure the President elect Trump now blame the neighbouring countries. Well two can play at that. In the first I suggest any American arrested on drug charges (outside of USA) get the death penalty. No options, no trials, just point and click the gun. In the second we consider the stage that Ontario’s premier, Doug Ford is suggesting (at https://www.theguardian.com/world/2024/dec/12/canada-ontario-premier-trump-tariffs). With ‘Ontario leader threatens to halt energy exports to US if Trump imposes tariffs’. This is actually not a bad move (better than my idea). At present we have the idea that Canada’s revenue from electricity exports to the United States hit a record high of C$ 5.8bn. Quebec is the largest exporter, with Ontario following second at 13.9m megawatt-hours of power sent south. Of course the setback is that Ontario loses that near essential revenue. But consider that America loses 13.9m megawatt-hours of power which adds to the hardship America has at present and the next 2 quarters that hardship could be seen as close to debilitating. 

So should the Trump administration push the tariff bluff, the payback that follows is nothing short of a banger of a payback. I see all these bad press moments of Doug Ford, I cannot answer whether they are valid, but I reckon this one is on point and only 6 hours ago we were also given ‘Ontario premier suggests stopping US liquor imports over Trump tariff threat’ (at https://www.theguardian.com/world/2024/dec/13/ontario-trump-tariff-liquor) not a big thing for the non alcoholics and lets face it, Ryan Reynolds gives us Gin (perhaps soon Canadian Gin too), Dan Ackroyd (part Canadian) gives us Crystal Head Vodka and Canada also has its Whiskey types. As such, it will hurt America a lot more than it will Canada. 

There are other drinks that come from outside of the USA. There is Jenever (Dutch Gin, Netherlands), Gin (UK), Aquavit and Absolute Vodka (Sweden) not to mention the dozen of wines from the French speaking regions (like France). Oh, and Raki and Ouzo are Greek. As such plenty of non-American options. As I personally see it, the response to the Trump bluff will be countered in a few ways and it is my belief that the Trump Administration will be forced to do a 180 degree on the spot, that is if they would like to keep their other ventures running somewhat smooth. 

I personally think that Doug Ford called an upcoming bluff in several ways and all are promising answers to the situation that Canada is in no way to blame for. So what do they want? A 8,891 km wall? Who pays for that? As I see it, the war was essential for a long time, but as the ‘law’ unfairly differentiate the rich and the pour on drugs, this was never going in any direction fast. 

It seemed like such an easy solution but that was never go down well, because the complexities that American law allowed for made it way too complex (as I personally see it).

Have a great weekend, Toronto joins un on this Saturday in 2 hours.

Leave a comment

Filed under Finance, Law, Media, Politics

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

December 5, 2024 · 17:07

The price of debt.

That is what I am looking at, the price of debt. You see, they are all hailing that the US economy is strong. One voice (Goldman Sachs), the one that lost it all in 2007 told the world that America would be strong at 2.5% (somewhere I read it). To all it sounds nice and I like nice, but I also query a system that is to my (non-economic view) is rigged. As we see images all over the place on how good things are supposed to be, consider:

We see the setting as tax collected. For 2023 is was “The US government collected nearly $4.7 trillion in gross taxes during the 2023 fiscal year, which is a 15.5% decrease from 2022. The IRS collected taxes from a variety of sources”, now for some it is a little more then milk money. And that sounds nice, but the other side has “As of October 2024, the United States government’s monthly interest rate on its debt is 3.3%. The average interest rate for 2024 is 3.32%, and the total debt is $35.46 trillion.” Consider the simple setting of 3.32% of $35.46 trillion. This gives us $1,170,180,000,000 dollar annually. Which would be ‘liveable’ were it not for the simple fact that this is ONLY interest. The debt remains. And now we have a problem. You see the interest is is a simple 24.89% of the entire taxable revenue and it was 15.5% less from 2022. Do you now see the problem? 25% of all taxable revenue goes to the banks that carry the debt. The federal government spent $6.75 trillion in FY 2022. This means that they spend over 30% to much, more than they had and if there was no debt we could argue, but at this setting we are faced with the simple fact that $6.75 trillion was spent over an available amount of $3.5 trillion, which is getting worse and worse. As such we could surmise that the debt will increase with a little over 3 trillion over spending over last year alone. As I see it America is done for. And the setting worsens with the optional crushing of Google in 2025 (by breaking up that firm) which give Huawei their first global win. Then the defence industry is losing more and more revenue to China and this sets a larger premise. In that setting we see on one hand “The A&D industry generated $425 billion in economic value, representing 1.6 percent of the 2023 nominal GDP in the U.S.”, yet in this we already seeing revenue shifting to China in this year alone and more revenue goes to Europe. For Saudi Arabia alone this sets the bar at “In 2024, the Saudi Arabian defense budget is worth $71.7 billion and will grow at a CAGR of more than 8% during 2025-2029.” Yet other sources give us that “Saudi Arabia estimates military spending will be 15 percent lower than budgeted this year” as such we could surmise that this implies that Saudi Arabia by itself would spend $10 billion less. Not a biggie you say, but the other side is that China now has a little over 10% on that slice of delicious gunpowder baked pie. Making the loss for America more. As such we see an annual loss of $16 billion in one year alone from one customer. As such, what would be the books on India, Japan, Taiwan, Pakistan and Indonesia? If we see these picture, we see a dangerous escalation towards some fictive nil revenue for America. Fictive because that will never happen, but as the largest players seek economic stability they will spend less and take other jobs ‘in-house’ as the expression goes and America has been too reluctant to appease to that state of mind. And now China will step in to offer just that. As I see it, the question on the dollar setting was wrong. We are given “As of March 2024, over half (52.9%) of Chinese payments were settled in RMB while 42.8% were settled in USD” against the tariffs threat by president elect Trump. The actual question would become “How long could the US Dollar keep standing?” You see, as the debt becomes a millstone around the neck of the US administration, we need to consider that some nations will seek shelter from the fallout that this setting. In 2017, on March 17th I wrote ‘The finality of French freedom’ (at https://lawlordtobe.com/2017/03/17/the-finality-of-french-freedom/), I set the comparison of the Euro like a barge kept in balance by 4 strong economies. UK, France, Germany and a combined economic anchor. The UK was lost and there was a setting when the French anchor would be lost too. The Euro could not survive a setting with two anchors. A simple equation. Now with the Dollar under attack the Euro could face near certain scuttling. As such the Dollar has an influence there. China seemingly doesn’t care, but the other players who make up a combined anchor might switch sides when they merely look at their own currency. And the debt? They will not care. And as such the dollar faces a lot more than the bully tactics of choice. They will need to up the game by a lot, because when one goes, so will the other and that puts the livelihood and liveability of 784 million people at the markers. 100,000 of them will do fine, but that represents a simple 0.01275348% of people who are likely to make it (outside of the EU and USA), so when were that good statistics? 

The price of debt was always there, but the media has been eager and willing to hide those facts through BS and spin and soon when the people catch on (the other 99.987% of people), the live of playing the media courtesan will be one of the most dangerous of them all. People remember. And it was a simple equation for the media. “You can fool all the people some of the time, you can fool some of the people all of the time but you can never fool all of the people all of the time” A simple setting I knew to be true as early as the early 80’s. So how long did they have at most? Some are already falling in the bad light and when the people realise that they weren’t eating potatoes, but turnips. They will become massively enraged. 

A simple setting I have known to become reality at some point. So when are we given the goods? When the interest of the debt of America is shown as a setting against the budget and at this time it is around 25%, Americans need to realise that budgets need to diminish by at least 30%, so at what point do the people realise that the simplicity of the matter is that their money is about to be gone?

Have a lovely day.

Leave a comment

Filed under Finance, Media, Politics

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

December 4, 2024 · 20:11

The premise was already set

There were some ‘noises’ on what I wrote yesterday and the ‘ludicrous’ setting of Huawei. Well, lets have a look then. The Corner (at https://thecorner.eu/news-spain/the-government-authorizes-saudi-stc-to-purchase-9-9-of-telefonica/117825/) gave us a few days ago ‘Government Authorises Saudi STC To Purchase 9.9% Of Telefonica’ It does not sound like much, but in that setting together with Egypt (as I reported in 2023) the Saudi Telecom Company was already aligning with Egypt and now as it is settling in Spain, Saudi Arabia has now a direct line of communications with the larger part of Europe. They already had Portugal and optionally also have parts of the United Group (details are not known to me).

Then when we see merely a day ago we get (at https://www.rcrwireless.com/20241202/featured/stc-huawei-5g-saudi-arabia) ‘stc, Huawei to enhance 5G connectivity in Saudi Arabia’ and now we get “Stc noted that this solution boosts operational speed by 200% compared to earlier models. Saudi telco stc and Huawei have announced the commercial rollout of SuperLink, a digital solution designed to enhance 5G connectivity across remote areas in Saudi Arabia.” So whilst we get the softer message from Nokia on 5G and we should forget 5G, because their 6G will be da bomb (slight personal tweaking). Yes, always look at the horizon whilst Huawei is upgrading 5G to something that resembles 5G+. Another fine mess the makers of yesterday’s technology bring us. There is however no timeline for 6G and whilst we hear all the wild stories, I have to argue that the organisations that remained in the dark for the longest of time, now has da bomb? I call that a dead mans bluff. Like what they had done before and nothing came from it. Now that China and Saudi Arabia are setting the new marker we see the setting I warned about in ‘The question remains’ on the 21st of December 2022, two years ago I warned of this setting and Now suddenly we get the Nokia news? (OK it has been out for some time), but we haven’t seen anything out in the open with tests and so forth. In that same time Huawei set the proof all over the place and with HarmonyOS they can go to town, especially if Google is forced to break itself up. And as others are forcing Huawei out, we merely see other telecom companies taking the Huawei lead and offering it to customers. We can see all the ‘bigger’ telecom brands heeding the words from the US and so far it lacked any evidence. New the stage will be set that Saudi Arabia could offer a cheaper solution to people in Europe, the Middle East and Asia a solution with Huawei. Now, we get the setting that the larger Telecom companies will have to compete for the same customers. And in that setting 33 million in Saudi Arabia, a slice of 115 million in Egypt and slices from Portugal and Spain giving them slices of 60 million people. And that is before we consider the fallout all over Europe. You see, in the end these other players need people to fuel part of their profits. The anti-China rhetoric from Trump with the added anti-Huawei rhetoric will fall flat. In the near future they have the numbers and now others are in trouble. I reckon that soon Saudi Arabia will make a play for other Vodafone areas. I have no idea how far they get, but any Telecom company that starts not making their numbers will jump on that churn bandwagon. All this whilst Huawei is breaking new boundaries. So whilst someone reported the great success Nokia is making others make mention that the new setting is coming in 2027 (a presumptuous setting as I haven’t see the full papers). So what of 2025 and 2026? A two year bluff sounds nice, but Huawei is giving us “Stc noted that this solution boosts operational speed by 200% compared to earlier models and significantly extends 5G reach without requiring extensive infrastructure, making it ideal for connecting remote regions efficiently. The solution also improves deployment efficiency by reducing antenna requirements by 67% compared to traditional single-band parallel link methods, lowering tower rental costs.” A more than normal cost efficient solution and it is being rolled out in Saudi Arabia. I reckon that the UAE will follow soon thereafter and in that setting Egypt, Portugal and Spain are likely next. This gives them slices of a multiple times the Saudi population and in that setting with Egypt in their banner the Saudi 5G solution will turn heads and put the other players to shame. It would be a world first that Saudi solutions are cheaper and outperforming other telecom companies for at least 2 years. And that is until the people figure out that the Nokia solutions becomes too expensive. The rot in an economy also implies that the people need cheaper solutions and Nokia is less likely to deliver at that time. As I see it all Saudi Arabia needs to do is to figure out how to add France and Germany to that pool and the Huawei battle will be decided in favour of Huawei. Oh, and whilst you are brooding on that. Consider “Huawei technology must be removed from the UK’s 5G public networks by the end of 2027 under legal documents handed to broadband and mobile operators today” I have NEVER ever seen ample documentation that Huawei was an actual danger. It was proxy tantrums from an American administration trying to bully others to hate Huawei too. Now that the stage changes and when it does (no if it does), Germany will have to turn the rudder in their decisions. I reckon that France will immediately follow suit (a speculation, I have no evidence). All that and now it comes with a directive from Saudi Arabia, who owns a stake in several telecom corporations all over Europe and Africa.

Do you still think I was wrong (or talking shit). The evidence has been out in the open since 2020. It is the tail-side of having no economy left at present. And as I see it, the telecom companies will go for each others throats and in the meantime the STC will keep on buying stakes in the other companies. So take that setting and introduce some unaffordable 6G future solution from Nokia. Are things adding up yet? And don’t forget, 6G might be actually da bomb but it is well over 2 years away, so how are your finances holding up in 2 years? Mine won’t survive, I reckon a lot of others will have a similar problem soon enough.

This gets me to the final push. It was seen in Satellite Pro Me (at https://satelliteprome.com/news/stcs-job-attachment-program-surges-by-72/) where we see ‘STC’s ‘Job Attachment Program’ surges by 72%’ that is even better then the bulk of telecom companies had 20 years ago. As I see it, Saudi Arabia will need a massive staff expansion and retrenching of current staff as we are given “The programme offers STC employees the opportunity to gain hands-on experience, explore career paths, and develop professional skills.” As I speculate to see it, is that the STC is going places and needs staff to do so. The countries I mentioned will need extensive upgrading and a much better service and call centre setting and that is just for starters. As I see it the STC is the largest Telecom employer before the end of 2025. Oh, and that is before we even see where France and Italy are in that setting. This could be the larger push into Europe and I reckon that this is fight that Huawei is happy to see Saudi Arabia do at present. I hope I haven’t oversimplified it for you too much.

Have a great day and good morning to Vancouver where it is now 01:10.

Leave a comment

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

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