Tag Archives: Egypt

What happens when colours do not mix?

That is a weird question, it is actually a conundrum and as such we leave it out in the grass. A few hours ago the middle easters eye gives us ‘Saudi Arabia lifts unofficial trade embargo off Turkiye’, a stage and a half as I would think. There we see “That boycott was primarily due to the clash of foreign policy goals between Riyadh and Ankara in the region, with the two backing opposing sides in Libya and disagreeing over the legitimacy of the government in Egypt installed after the 2013 military coup. Turkiye was also pushing to bring to justice those responsible for the murder of exiled Saudi journalist Jamal Khashoggi in Istanbul in 2018, in which it maintained that the Saudi government and Crown Prince were involved.” Which was what was expected. Whether it is dialogue, party lines or something else, the language is not a surprise. What was interesting is the article a month ago called ‘Did Turkey bow down to Saudi Arabia?’ (At https://www.middleeastmonitor.com/20220509-did-turkey-bow-down-to-saudi-arabia/). There we are given “Bilateral relations were also badly strained after the murder of Saudi journalist Jamal Khashoggi by a Saudi hit squad at the Kingdom’s consulate in Istanbul in 2018. At the time, Erdogan accused the “highest levels” of the Saudi leadership of ordering the murder, but did not name any official”, as well as “Khashoggi’s murder triggered a global outcry against the Kingdom and Bin Salman, who is its de facto ruler. Turkey insisted on seeking justice in Khashoggi’s case and commenced legal proceedings; the CIA accused Bin Salman of ordering the murder. However, no country or international body has taken even a small punitive measure against Saudi Arabia.” Yet this is not quite correct is it? In the first we see “the CIA accused Bin Salman of ordering the murder” which they never did, they stated that it was highly likely (which does not constitute evidence), The UN report is out in the open, so you can check it for yourself. Then we get “no country or international body has taken even a small punitive measure against Saudi Arabia” and there lies the rub. You see if you had properly examined the UN report you would see that there was no evidence and the number one piece of evidence was that the report NEVER gave a proper digital report that the voice was confirmed and without doubt the voice of Jamal Khashoggi. We saw spin after spin, but no one properly digitally examined and tested the tapes. There is even an issue with the full tape, no report gives us any understanding that a tape even existed, merely bytes of audio and those were not properly forensically tested to ascertain the identity of the voices. When you see these two elements in a United Nations report no less, you will start to see what I saw within an hour of that UN report being made public. A hack job and a bad one at that. So after the blunders that President Recep Tayyip Erdoğan committed, first with the EU, then with US, then Russia (S-400 missiles) it comes over that he need all the friends he can get and he will do whatever he can to not go under and he does not have that much options or any credibility as I personally see it. So when we see “Erdogan was enthusiastic about the meeting because he sees trade with Saudi Arabia as an important requirement for the revival of Turkey’s economy, and regards Riyadh’s political and diplomatic support as vital ahead of next year’s presidential election. He also knows that the catalyst for his country’s estrangement with the Saudis, the Arab Spring, has ended in all but name.” We need to realise that the only other option is China and China would want assurances, something Turkey has no option or intention to give. Commitment is not high on their calendar. And they need something now, it is not about “the revival of Turkey’s economy” it is about having a longer stand against whatever comes next. And now that Iran overstepped its options in Turkey, Turkey will see Saudi Arabia as the only option and they are not wrong. How this will play out? I cannot tell, it makes sense for Saudi Arabia to allows for trade with Turkey, it makes more sense for them to see all connections that nations have with Iran fade away. 

The media is to some degree monitoring what is happening here, but not to the degree I expected. You see there are a few options opening up for Saudi Arabia, and Turkey has to commit now, or learn that being alone with neighbours they sold short one way or another is not the way to go. For Saudi Arabia and the STC, Turkey is another option to get a true 5G middle east network up and going, optionally 2-3 years ahead of Europe and the US. As such STC could have surprisingly profitable franchises in Egypt and Turkey in the near future, it could set a new premise. It would also be the first time in history where the STC (and Saudi Arabia through it) would reach North Africa and optionally Southern Europe as well. Something that they never did before and that opens up more than Nokia, it speculatively opens up new options for Huawei as well. It is too early for predictions, but the idea that they grow by 50% before 2024 is not out of the question, especially if their foothold in Egypt and Turkey continues. A thought that people would have ridiculed in 2017 is now on the borders of reality. So when do colours not mix? When you never had the right colours in the first place, that is when. A stage we negated for too long a time and now with Turkey it comes to the forefront rather quickly.

613 seconds until Monday morning, enjoy!

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The Jamocratic joke

Yup a wordplay and it is not the only one I have, but it is one of the less ‘hurtful’ ones. In the first, I have a republican mindset, I have always had that. I oppose Trump in all its glorified stupidity. I believe the US lost a great man with the passing of John McCain and I think the republicans wrongfully stabbed Liz Cheney in the back on the words of a bully, but we will have a reckoning on that later. Today we start with SkyNews who gave us ‘‘Morally bankrupt’: Biden ‘humiliated’ by Saudi Arabia and oil companies’ (at https://www.skynews.com.au/world-news/united-states/morally-bankrupt-biden-humilitaed-by-saudi-arabia-and-oil-companies/video/5819a070a892b5de3db7a8f259bff9c6), now granted the news is 2 days old. I wanted a little time to mull things over, but the text as given by “The president said it’s “unacceptable” that oil companies are making record profits during “a time of war.”” Oh? America is in a war? Who are they in war with? With their ‘proud boys’, with their failures? The list goes on and it is not a nice list. They gave the power to Wall Street and Wall Street ants ledgers, not excuses. 

And we were given a list of the oil companies

Marathon Petroleum, Valero Energy, ExxonMobil, Phillips 66, Chevron, BP, and Shell.

Marathon made $69B in 2020, that was their operating income, Their Net profit was $9.9B in 2020. Valero might have had a larger revenue $117B (2018), but a much lower Net profit which was a mere $4B (2018), Exxon mobile was the bigger player with $276B (2021), yet only with a Net income of $23B (2021), less than 10%. Are they corporations? Yes they are! They own responsibility to their shareholders and 10% does not add up to much and the statement of “record profits” does not add up, well not completely. You see Biden was handed a bad hand and the Russians gave that to him, so to see him blame American companies is one failure, to nag and bitch to the Kingdom of Saudi Arabia after he vowed to make them a pariah on something lacking clear evidence is a second failure. None of these players owe him, or the American people anything. This is the setting of a commodity driven economy. Consider the list. The US is one of the top three oil producing nations, so why is all that oil squandered? Why did the presidents (all of them, Republicans as well) not halt the consumption of oil? Why was something not done 20 years ago? I have articles spanning back decades on this folly. In 2015 Americans told me to shut up (fair enough), but now they do not get to scream! 

They can have ice cream (to soften the blow) but not whinge and whine. 

You see the problem is so much larger, and the US is part of that problem, it was never part of that solution. In 1999 crude oil was at an almost all time low of $19.35 a barrel. The cost was so low that oil providers started to shut down, the only time is was lower was in July 1946. Oil has had a rollercoaster life with tops in 2008 ($187) and April 1980 ($142), so as it is now at around $114 I would say “You ain’t seen nothing yet”, oh and before I forget what wars were the US in in 2008, or 1980? 

No, as I see it when you decide to hand the reigns to Wall Street, you cannot ‘yap’ like the little chihuahua. A commodity driven economy does not care, it does not care that your granny is sick, that the dog ate your homework, or that the mistress will not have sex with you as you only bought her a Microlino instead of a Dodge Challenger. All parts a commodity driven economy cares nothing about.

And Saudi Arabia? They need to do what is best for their country, not what matters to their greed driven customers. Does it hurt me? Yes it does, but that is the world I live in. I do not control oil, I do not control wealth, as such I am its plaything just like anyone else. As such SkyNews has a point with “US President Joe Biden has been criticised as “morally bankrupt” and “weak” in regard to his energy policy after it was revealed he is planning to visit Saudi Arabia to discuss the global oil crisis.” Yes, it is one way to look, but if he cannot control the American people who are eager to dig a deeper grave by the day (they are almost deep enough to say ‘Nǐ hǎo’ to the Chinese people) and no one in the US is stopping the need for oil, higher prices is where it will be. A simple setting of Supply and Demand.

It is getting worse, less than 3 hours ago we were informed (by Reuters) “Egypt and Saudi Arabia have signed 14 agreements valued at $7.7 billion during a visit to Cairo by Saudi Arabia’s de facto ruler Crown Prince Mohammed bin Salman” in addition there is “the establishment of a $150 million “pharmaceutical city” by Egypt’s Pharco Pharmaceuticals in Saudi Arabia” That is the true benefit of being a true ally to Saudi Arabia, a setting now starts that will cost the American coffers billions, just as I predicted will happen in 2016, 2018, 2020 and now we see the first (or second) impact in 2022. The US pharmaceutical branch in Saudi Arabia will lose power, Egypt will rise. Egypt will offer services to the Kingdom of Saudi Arabia for billions, those billions are lost to the US and the EU. This is the impact of a failed policy that never had any strength to begin with. 

So in all this, the administrations of the US (not President Biden) failed its citizens. The administration set the paper tiger in motion that looks nice, but when the people around it know that this tiger is paper (unlike the one below)

There will be a lack of reaction, a lack of adherence and that is when we realise there was never any need to adhere to anything. So the American people pissed off the KSA and Elon Musk (both energy saviours). So how exactly was that letter anything but a bad idea even before it was written? I see it was a desperate act of an administration that saw its fuel policy go to $5.87 (from $2.17) a rise of well over 100%. We get the desperation of the letter, but the expectation of success is equally laughable. As such what is the letter anything else but an admission that bankruptcy is merely just around the corner? When this all comes to blow the larger setting will come into play and there Wall Street will get to learn the lesson that absolute greed has merely one direction and it is not a good one, but those in Wall Street will have packed up their 8 or 9 figure balance and they will have headed for a zero tax shelter with warm sands and warm beaches. The rest? Well good luck to them. Oh and do not forget winter (and the need for heating fuel) is a mere 17 weeks away now. 

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Work to live, live to enjoy

It is the proper setting, work to live is now no longer added by live to work but live to enjoy and it is setting a different coil in the US. With 28,000 jobs gone, the Guardian (at https://www.theguardian.com/business/2022/mar/24/us-unemployment-lowest-level-since-1969) reports ‘US jobless claims fall to lowest level since 1969 as states float rebate checks’, it is a good step for the us, you see as jobless claims fall to such low levels, there is an option to actually reduce debt, one millimetre at a time and there are yards to go, so it will take some time. If only the tax laws were overhauled it might become centimetres at a time, but all administrations had found excuse after excuse why not to do that and it will take decades to get a chunk out of the $30,000,000,000,000 debt. You still think that overhauling US tax laws is not essential? 

But that is the bad news, for now this administration can report that “Jobless claims fell by 28,000 to 187,000 for the week ending 19 March, the lowest since September of 1969,” and with all the bad news, that is one piece of good news that they can really use. On the other hand, as the IT structures change it might be a short lived gain. I am not stating that this good news will follow bad news, but as I see it over the next 18 months Microsoft will be in serious problems on three areas, it will force to lay off staff, on the other hand these people will be able to get a job almost immediately with IBM, Google, and Amazon. And with the laster changing station it will push revenues to new heights in several places (except Microsoft that is). And with the news ‘Amazon to create over 1,000 jobs with first logistics hub in Turkey’ Amazon sets another foundation, the first of three new cluster allowing them to gain even more revenue in 2023/2024. It will also work towards those 50,000,000 additional consoles and that is merely the start for Amazon and the beginning of much larger losses for Microsoft. Too bad they already handed over the $87,000,000,000 they could have used it to invest in innovative products, oh wait. That was what they wanted to do, what a shame they walked into the wrong direction and when you see that and realise the news (three days ago) gives us ‘Amazon further accelerates investment in Egypt, creates 2,000 new jobs’ the second of three clusters is set and the last two (the fourth is optional but decently essential) Amazon has taken steps to push Microsoft out of the gaming world (well, the most powerful console in the world becomes obsolete before it could shine), but the Nintendo Switch shines a little brighter than Microsoft, the least powerful nextgen console in the world defeated the most powerful one and soon a bookstore (read: Amazon) will add to the defeat of Microsoft and push it to fourth position after that the sliding scale will go a lot faster. The only crunch is that I would prefer that Amazon buys my IP before they can work out what was missing. (I am not greedy, merely hungry for a nice retirement) So soon we will see all the steps Microsoft missed and whilst they could have been going back to the n top position, their delusional side would not allow for it, their Azure and lack on several fronts got them here and should Adobe get involved. The fourth loss for Microsoft would be close to disastrous, but I already wrote about that and even as we see all the news, we also see that Amazon is getting ready to push back and they will push harder and more successful and too many will see Microsoft bleeding, after that the game of spin is on and spin only works if the people are willing to believe you and that group is shrinking rapidly. Yet it also reflects back on the 187,000 unemployed. For now there is no issue. As the Microsoft employees see the hard setting they face, they will all move to the other three, optionally places like Oracle and a few other places that will need people and the rush will start. In the end I do not know where the numbers end, but at present there is no negativity to be expected (if you aren’t Microsoft), and that starts a whole new stage. Even if we are alerted to the fact that unemployment is the lowest since 1969, the US will soon face a new challenge, a workers shortage and that is the larger station that follows, it will drive incomes up by a lot and even as the hungry sharks will focus on the Microsoft cadaver, it will not be enough and commerce needs the influx. Where it will come from? Your guess is as good as mine and beyond all this there is still China to consider. It too needs tech people, where they will come from? I honestly do not know, but there is every chance that some will come from the US. So whilst some will Ive to enjoy some will see an option to fill there pockets so that they can retire a few years earlier and enjoy more and longer. Which will drive up worker shortage even more and push the limits further, so when you see another ‘positive Microsoft story’ wonder where it comes from and what else is out there. At present Amazon is in place to push Microsoft down the hill straight into the basement only one tier remains missing (for now) and that will set the larger gains for Amazon. 

Amazon apparently is ready works to live and lives to become a ruler on more than one hill.

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A symphony in only two parts?

That is the question at times. We see two events, two articles and we forget that there are a dozen other connections. I am not different, at times I overlook them too, not always but frequently. It is a mix of a larger stage, more connections, more unregistered events. Yet for now we start with the first nail in the coffin of American economy. The article from Reuters (at https://www.reuters.com/world/middle-east/saudi-arabia-invites-chinas-xi-visit-wsj-2022-03-14/) gives us ‘Saudi Arabia invites China’s Xi to visit’, the article states that this could be as early as may. Right before the Midterms in November 2022 the US is now likely to face that dozens upon dozens of billions walk from the US side straight into the hands of China (and me missing out on commission, darn). Is this a given? No, of course not. There could be a dozen reasons why President Xi Jinping might be visiting. But how often has ANY Chinese president done that? And Crown Prince Mohammed bin Salman Al Saud is eager to set his defence and SAMI to higher values and I was clear in the two years that this was coming and as far as I can tell, President Biden has soured the waters enough for this to become a reality. Some focusses on weapons being sold, I say in THIS economy you should not ignore the nations Saudi Arabia, India, Egypt, who are the largest importers. In this stage where the US HELD 37% and China only 5.2% the stage is now set where China can progress a lot higher on that list and should they get the bulk of Saudi and SAMI attention there is a clear stage where the new numbers will represent (2023/2024) could state that the US hold 25% and China then could be holding 17.2%, it then places China right next to Russian exports and the US a lot more to that stage, a stage where it is now an almost fair fight between the US, Russia and China, but to be clear was that EVER an economic stage where you WANT a fair fight? A stage where China overtakes both France and Germany as supplier? This is the stage that could inhabit the Middle East and that is merely the beginning. You see the partnerships that the Kingdom of Saudi Arabia and Egypt have also sets Egypt in the sights of China as a defence trade partner, a stage a few people overlooked and that drives Chinese export achievable needs up a lot more. So the damage to the US might increase over the coming year and those who want to be in denial, go right ahead, the article with ““The crown prince and Xi are close friends and both understand that there is huge potential for stronger ties,” the report quoted a Saudi official as saying. “It is not just ‘They buy oil from us and we buy weapons from them’.”” I like the part “It is not just ‘They buy oil from us and we buy weapons from them’” the best, it might not be merely just, for China that is a good deal in several ways and when that deal gives China more oil, it will mean that it gives the US less oil a stage they feared for some time and the oil market has been volatile on these fears alone. So when I was mentioning that whatever relief the oil prices give us today, tomorrow will be different and now we see that fear come to fruition, not immediately mind you, but the price of fuel will go up again and again, how high? I cannot tell but the stage where we saw the American administration make statements like “You can pump more oil, so pump more oil!”, it was nice but there is now every chance that the extra oil (plus a little more) goes to China. Will the UAE do the same? I cannot tell, but the US better become best buddies with Sheikh Khalifa bin Zayed Al Nahyan and Sheikh Mohammed ibn Rashid Al Maktoum, because if I see this right, the US will need every friend it can muster in their oil needs (a few others too) and in that need they better realise that catering to Iran will not merely be unrewarding, it will soon become dangerous on more than one field as well. I mentioned two years ago that yielding the Middle East to China would be one of the most dangerous things ever, and that was merely economically. Now we see one field exposed and the construction opportunities in Neom could also go towards China, a stage that makes the US (EU too) more and more irrelevant, a stage the US themselves threw upon their own economic needs. Now that it is becoming more and more realistic these people will not be allowed to cry with the “Why oh why” statement like little chihuahua’s. Or as my grandmother used to say “You do not bite the hand that feeds you” a practical lesson that the US will now face within the next 3 months and the 2 years that follow. A stage that the Biden Administration failed to spot in some stage of ignorance and now as we see it optionally unfold (it might be that President Xi Jinping is visiting to buy real estate in Neom) some might see the dangers that are coming the next year or so and the impact over the next decade. I merely loose out on commission (oh, poor poor me). 

 

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The next Furlong

Yes, that happens. We all look at races, we all enter horse racing (not betting I mean) and then we look as the wrecks stack up. This story goes back to 2019, I am certain I made mention before then. It was ‘The seventh guest’ (at https://lawlordtobe.com/2019/06/21/the-seventh-guest/) when I wrote “I would like to discuss the purchase of 20-30 Chengdu J-20 fighters. In light of both a first order discount, as well as a student discount (we are all students on the path of life), I believe that should the talks be successful, that 20-30 planes at a unit cost of $27.35 million (with rebates, discounts and commission applied), in addition the 2 years of full service with no regards to hours flown, mileage traveled or missiles fired. This is based on 2016 flyaway cost. The benefit is that these fighters will be directly engaging Iranian forces and as such you will have access to a massive amount of data enabling you to start on the 6th generation fighter, optionally making you the first country to have one. We would also be interested in the testing of the Xian H-20 prototype that is now nearing completion. If the specs are as they are claiming to be, it will help us in removing morale from Tehran and from the IRGC as a whole. In this the unofficial word is that the sky is the limit as regarding to the price of this place (my 2.17% commission still applies). My client is ready to upgrade several army based parts (both light and heavy guns), however I hope that this part can be tabled until Iran decides to attack directly, at which point Saudi Arabian boots on Iranian ground becomes a direct first”, and certain people laughed, the laughed loud and pointed at me. It would never come this far. And now we see (at https://www.globaltimes.cn/page/202203/1254377.shtml) ’FC-31 stealth fighter spearheads display of cutting-edge Chinese equipment at Saudi Arabia’s 1st World Defense Show’, there we see “The Chinese arms industry brought a wide selection of cutting-edge weapons and equipment, including the FC-31 stealth fighter jet, to the ongoing first edition of Saudi Arabia’s World Defense Show in Riyadh. China can provide finished advanced gear and also transfer technology that enables domestic development and production, analysts said on Tuesday.” And although I lose out on a commission of 3.75% (my life sucks), the stage I saw coming in 2019 is now becoming a harsh reality for the US and the EU. Not laughing now, are they? And it is not even the worst of the setting either. That is seen when we add ‘Saudi Arabia and UAE leaders ‘decline calls with Biden’ amid fears of oil price spike’ (at https://www.theguardian.com/us-news/2022/mar/09/saudi-arabia-and-uae-leaders-decline-calls-with-biden-amid-fears-of-oil-price-spike) the other part I discussed a few times over is coming to fruition (for the Kingdom of Saudi Arabia), the entire US pariah setting on lack of EVIDENCE is a bed they themselves made. You can call the consumer names again and again, but realise that this person can shop somewhere else and can not deliver to you, ask any supermarket, ask any grocer, butcher or baker. And now these stations are coming out, China is sitting on the sidelines laughing loudly. And the entire issue in the EU is not helping any. All setting I saw YEARS ago and now it is out on the 20 yard line the US is trying to set some premise to avoid the setting that was clear in the open. So when we now see the US playing courtesan to whomever will supply cheap oil, what was the direct label for such a person? It was clear as day and I illuminated that danger years ago and the blog is ‘evidence’ that I did so. A station that could have been clearly avoided from the start and that I perhaps the biggest failure of all. If I can see it and I am not the most clever person around (around two IQ points below Alan Turing) so why did THEY not see this coming? The lack of long term vision is staggering and the need for “also transfer technology that enables domestic development and production” implies that the Crown Prince Mohammed bin Salman Al Saud implies that he is now on track with the promise towards 50% in house manufacturing via SAMI (Saudi Arabian Military Industries), so the Kingdom of Saudi Arabia gets even with the people playing with them, these players are massively losing out on revenue (me on commission, darn) and these players are now in a much worse position all whilst China becomes the top dog yielding the bone the EU and US are basically fighting over. 

As such we now see how much a failure (for the US especially) Davos in the desert 2019 was. So whilst some state it was a ‘shameless return of business and government leaders to Saudi Arabia’, we can now clearly see that it is about to become a massive trove of revenue that could pass the US and EU by on a few levels and they did this themselves. It was not unforeseen and as such I wonder what the next stupid act we see coming from the US and EU? Contemplating larger concession towards Venezuela and Iran? I cannot speak on the Venezuelan side, I know too little, but the concessions towards Iran will upset both the Kingdom of Saudi Arabia and the State of Israel even more. And both could optionally sour the milk for both the EU and US for any 5G they hope to set in Egypt. Another place of revenue loss, was that not clear to these people?

As such I wonder how the next furlong will play out, because in the end the US and the EU are in a series of horse races. One race is defence spending, another is telecom spending and then there are still the infrastructure and manufacturing races on the schedule. All now with both the US and EU degraded to second or even third choice, because whatever you think the Kingdom of Saudi Arabia needs to do, it needs to do what is best for the kingdom and that leaves Russia as a contender (for now). Several races with less than optimal choices and it could have been avoided to a much larger degree. Do not take my word, investigate and form your own opinion, but as I see it it soon becomes another stage where I get to say ‘Told you so!

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The educational track

What if education got a helping hand? We seemingly play games, we seemingly read books, we seemingly learn. What if we unite this? And here we have a setting to the larger stage and I will admit that Ubisoft has the baton. They got it when they aded the Discovery tour to AC Origin. And when we weren’t in a rush to get the achievements we would have learned a decent deal of life in Egypt. The embalmers, the beer makers and so on. I stated it before, Ubisoft screwed up [plenty, but not that game. That one they got right and credit should be given where credit is due. 

And Ubisoft (others too) have been sitting on top of a whole range of IP that they could redistribute in a ‘plus setting’. The stage is decently easy. We have the person we play, we unite the maps of AC Origins and AC Odyssey and we go to town. Remove the wild animals, remove the enemies and so on. Then we add the tracks and works of 

Homer, Aristotle, Pythagoras, Plato, Hesiod, Democritus, Socrates, Empedokles, Anaxagoras, Herodotus and many more (well over 300 more). When set in a time line we learn and we now have an educational program. This can be done for Greece and Italy (aka Roman empire). The finny part was that I would have expected that Ubisoft had picked up on this, especially after the discovery tour. And let be honest, it is a much more interesting way of learning. See it as missions, from person to person, take a gander from where they were born to where they stopped living (or until the big works are illuminated). We see all thee boring books (not all mind you), but to use games to educate has not been explored enough and weirdly enough Ubisoft has an inside track here the renaissance  (AC 2, Brotherhood), US independence war (AC 3), And there is plenty more to tip on and with streaming systems seeking a larger hold, having the games with optional educational side will be a growing thing and lets be clear the expected $200,000,000,000 that the analysts state that gaming represents might go longer for Ubisoft if they find the larger application and I reckon that AC Origins (with Odyssey) might show to be a larger cash cow that could help them stretch time, time they basically no longer have. I would grasp at all options to stretch what is there. And they are not alone, but they are as far as I can tell the most visible one. 

We need to realise that not all games have an educational option, but those who do could have a larger stage to fill and a larger appeal (especially to parents). And don’t knock the idea. To get kids (11-16) interested in classical education topics is hard enough, getting them to walk the timeline of Homer and write a paper in it (with screenshots) might be the new setting no one in education considered before. It might not be their fault, but I reckon it is the foot in the door Ubisoft desperately needs at present. 

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What did I say?

I have said it again and again. The US is in several dangers, financial being a large one and Al Jazeera gives us ‘UAE arms deals: What weapons is the Gulf state buying and why?’ (at https://aje.io/pn5gad), it is the second line that should concern people. The mention of “purchases from South Korea, Israel and France”, Israel makes sense, its Iron Dome is pretty essential in any defence setting, yet the US is not one of the mentioned, so no Northrop Grumman or Raytheon. It is South Korea and France. France needs the sales, but in the end, the US is overlooked (again). There is a setting that the US could still set itself on and that is to grow UAE defence growing, Manufacturing plants in the UAE (or Saudi Arabia), but there is no real information on where the GAMI is going at present, so when we see “has one of the most potent air defence systems in the region, relying mainly on American-made weapons like the older HAWK missile, the more capable Patriot PAC-3 missile and the THAAD air defence system which was used for the first time in combat this year, destroying a Houthi missile” we also see that out with the old and the new is increasingly likely not going to be American, so when one changes, where does that leave the sales pipeline of the US? When one falls over, where do the others go? Consider that the HAWK was not the latest solution when I left the army 20 years ago, so why are the American salespeople not all over that wreck from day one? It should have been a clear path for the US to cement a better stage with Saudi Arabia, the UAE, Bahrain and optionally Qatar. If they can keep one of these four it is close to a miracle. And at the edge is China, ready to sell whatever they can and when I initially stated that the US could lose hundreds of billions everyone was stating that I was nuts, that I was demented and I didn’t know what I was talking about. Over the last months we have seen activities that show that the US is in a sliding place and now Al Jazeera adds to that. People might laugh at the size of the UAE, but with the UAE the options for Saudi Arabia, Bahrain and Egypt will also grow and neglecting any options is folly and it could cost the American industry a lot more than anyone bargained for. It might be merely my view, but so far I have been spot on, something the others will yet have to prove. 

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When you see the other fellow

That is the setting isn’t it? We do things, we create things and we create concepts and we all think that we are in control of the right one, we all do that. I am no different, yet when I saw the BBC news, I decided to reconsider my point of view. For me it all started in 2020, I set the setting to an article called ‘The stage moves on’ (at https://lawlordtobe.com/2021/02/23/the-stage-moves-on/) I wrote it on February 23rd 2021. And when the BBC gave us ‘Netflix: First Arabic movie sparks morality row’ (at https://www.bbc.co.uk/news/world-middle-east-60091590) I saw the article somewhere this afternoon, and my mind went on a trip. The concept was initially for Amazon (as I have other elements they might want) yet the article gave me “well-known TV journalist Mustafa Bakry said he had complained to the speaker of the Egyptian parliament about the filmmakers. Mr Bakry urged the country’s authorities to halt co-operation with Netflix “since this is not its first movie that targets the values and traditions of the Egyptian and Arab societies”” I see the offence it might give and I do not think that my concept does that, and other than the alleged assassination of Dutch PVV politician Geert Wilders no one got killed, and as far as I can tell, that man is not really accepted in the Netherlands either. With the housing shortage in the Netherlands, one person less, who will notice?

Anyway, the idea that my (aka western) values would collide with Middle Eastern morality and optional Middle Eastern laws did concern me. The idea was a movie that fought and opposed islamophobia was the setup and it had a nice twist at the end (as any decent movie does), I needed the setting so that people might realise that the stage in the middle east was a lot bigger than we think it is, it is not merely about morality and the dangers, it is also about some people want certain other people to hold the bag, if anything Yemen made that clear, and this idea to create something that made it clear to all was my goal in this. The idea that I create something that could be in part filmed and created in Saudi Arabia was also appealing. The rest would be filmed in the Netherlands. There was the small consideration that creating anything that appeals to a large group of 100 million Egyptians, 35 million Saudi’s and 85 millions Turks could be a success story. The idea that a decent chunk of 220,000,000 people might like my concept is off course a really nice idea, I would take any group up to 50%, only the delusional person aims for 100% covering. There would be no chance of that and that is me not considering the 275 million Indonesians, with over 85% Muslim, the numbers would become interesting to say the least. 

So there I was with an idea, but it is merely one of several that could appeal to Amazon, and any chunk of half a billion people could optionally translate to a nice pay day and that is merely one of the IP’s I had up for negotiating. Yet still doubt is still a part of me. Like anyone, I relish the chance to go into early retirement and take up skiing 4 months a year, just to keep busy, yet not at the cost of inciting protest that I would be attacking another persons morality, my goal was completely the opposite. So for me the BBC article was a wake up call and a loud one. Still the ideas go through my head designing more and more IP. Should I stop? I personally do not think so, but like any other person I have flaws, I have weaknesses and I do relish the chance for success, wouldn’t you?

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Not just America

This train of thought started when the BBC gave us ‘Inflation surge sends UK interest payments higher’ (at https://www.bbc.co.uk/news/business-60117150). In the past, to be a little more specific with ‘Utter insanity’ (at https://lawlordtobe.com/2021/10/04/utter-insanity/) on October 4th 2021, with ‘How stupid are we?’ (at https://lawlordtobe.com/2021/09/17/how-stupid-are-we/) on September 17th 2021 and even before that going back to 2015 and 2016 I made it clear that debts have interest. The US (now at 28 trillion), Japan (well over 14 trillion) and the EU with several at €5,000,000,000,000 as well as the UK with well over £2,000,000,000,000 now sees (via the BBC) the quote “The Office for National Statistics (ONS) said interest on government debt hit £8.1bn last month – up from £2.7bn a year earlier.” Is anyone even surprised? It was always going to be worse, but I admit that was before Covid took centre stage, as these elements unfolded, debts all over the planet is soaring and the interest is due. And if you think the UK is in a bad setting, consider that France and Germany have a similar setting, but with a larger debt. Germany has options, yet I am not sure how many France has and as I am taking notice of it the article more thoughts come to mind. You see, I wrote with some degree of speculation “The US laughed and sniggered when Wall Street offered vulture solutions to Argentina in 1998, now the vultures are ready and set to rip the US carcass apart. Is it a fair view? That is not in question, yet the stage is now that it is becoming a likely view the only people treated fair are the hard workers who just tried to get by.” And this view is not taking into consideration what the US will do to regard their registered patents and IP to be part of the debt leverage. It made me consider where to put my IP. In all this Canada was the safest bet, more important, Amazon could set the market upheave with securing up to $15 billion in IP, IP that is still unsecured. And as I notice a few articles in the BBC, there is ever chance that one of the IP settings could well over double. Another IP (a concept IP setting) could well exceed that if the IP for the printable displays takes hold. You see, power needs are exceeding massively what is available and the idea that we could optionally reduce power requirements to one device by well over 60%, the idea of doing that to up to 100,000,000 devices will count, the optional military setting (as their is a notion that this solution is speculatively EMP proof, would exceed the expectations by a lot more, by more than even I could imagine. But I will accept that DARPA is a much better source then I ever would be. 

So as debts and power needs rise to way above the acceptable norm, there could be a partial union between Elon Musk and Jeff Bezos (or whomever runs Amazon). And in this Reuters news from December 18th telling us ‘U.S. to face increasing power reliability issues over next 10 years’ merely fuels my IP value. There is optionally a larger stage that has everything to do with people moving from California to Texas and I wrote about it in the past. It doesn’t just set the environment with not enough power, it also sets the available power in the wrong place, giving places like Texas a few more headaches. In this the solution that Elon Musk has will be essential and needed almost immediately. 

But this is not about him, it is about Amazon and Amazon has as per today an optional solution for issues in the UK, issues in a few places in the EU and that is all before someone realises that Neom (Saudi Arabia) requires a very different approach to marketing and retail visibility. I based part of my IP on that shift in 2019 and now that it is closing in, someone will realise that whatever is set there could influence and strengthen it position in Egypt and Israel as well. This relates to the previous part because the US has done almost nothing in that regard other than alienate Saudi Arabia, the EU is in a similar position as they cater too much towards Iran and Saudi Arabia can together with Huawei set the 5G base to include Egypt which brings close to 100,000,000 subscriptions and they all want to do marketing. And in all this I have been right again and again and now that the UK is realising that an interest increase from “£8.1bn last month – up from £2.7bn a year earlier”, the need for commerce is overtaking all other considerations and Amazon has the inside track on several options. At that point do you think the US will be about fair play? They will take what they can and they will leverage IP as required to not fall over, because if the UK is facing this, then so are Japan and the US to some degree and none of them has the stamina to wage a long fight with debts drowning them, especially when the interest is too much too handle. In all this Elon Musk and Jeff Bezos have the option to be saviours (at a price), especially when the short sighted governments should have seen this coming a mile away. Why? I saw this point as early as 2015, thus I was aware of the danger 7 years before the BBC informs its audience and this is not merely ‘speculation’, this was always going to happen, only through covid there is a chance that the UK will beat the US and Japan to that point of drowning. And when that happens it will the the one marker where all retirement funds will dry up faster than oasis in the Sahara. Feel free to doubt me, but I leave it up to you to await the bad news from your retirement funds. Some studies were made that in the US 40% will run out of retirement funds due to all kinds of risks and governments running out of cash is a big one, that is why (for them) patents and IP are so important, they are the leverage some companies prefer not to give them. They might prefer to call it ‘Leveraging Federal Resources’ but in the end that is where it is heading and it will not merely be the US, it will be a lot more places who play that game, so in the end, those who own their IP are in an exulted place of negotiating. Hence the benefit that Amazon and Musk will end up having and should either be a larger part of Neom, their value will merely go up, because it is not (merely) about  Neom, it is the strategic place it has for Saudi Arabia, Egypt and Israel. From there a whole range of options open up and the first one there gets to serve all the others. 

It is not about the US, it is not merely the US. You need to see that before it is too late to act, it might still be too late to act, but there is an option to reap some rewards in that mess and that is all up to you, I placed my IP in a strategic place, outside of government reach. It was a good as I would be able to steer it, now it is up to others and I might still miss out, but I gave it one hell of a try. 

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Ego versus tax dollars

Yes, that is the setting. It is not a new setting, we have seen it before and it comes with a surprise, just like the Ferrero kinder surprise.

It is a chocolate egg, but in the middle there is a toy, a surprise. And ego versus tax dollars also have a surprise for the people. Yet in this case it is a little less nice, in this case the people, the tax payers pay either way and optionally they get to pay both ends of the equation. This is seen in BBC article ‘Multi-billion EU bid to challenge Chinese influence’ (at https://www.bbc.com/news/world-europe-59473071). Here we are given “It’s regarded as part of the West’s efforts to counter Chinese influence in Africa and elsewhere. European Commission President Ursula von der Leyen will present the “Global Gateway” initiative on Wednesday. The EU is looking at how it can leverage billions of euros, drawn from member states, financial institutions and the private sector”, now consider the setting:

  • member states
  • financial institutions
  • the private sector

And here is the rub, here we see how the tax payer gets that bill twice. Or a speculated once for the duration of twice the timeline. The member states sounds nice, yet the credit cards of France, Germany, Belgium, the Netherlands, and Italy are severely overdrawn. So who will pay? Poland? Austria? Hungary? Estonia? Gimme a break please.

Then we get the second setting the ‘financial institutions’. Yet they will BORROW you the money for an interesting percentage, which means that a load with up to 15% interest is still payable by the tax payers. 

The private sector? Who has that kind of cash? I reckon that Webuild SpA (formerly Salini Impregilo SpA) will take the job, as long as they get the job with a few long term tax benefits, optionally at cost + 3% + tax benefits. And who do you think pays for it in the end? Yup you got it, the poor poor taxpayer (you). 

As such when I see “It has been criticised as a means of providing “predatory loans” in what is labelled “debt-trap diplomacy”” I am not opposing this (as I never looked at that data), yet the wording is almost exactly like the big tomato of MI6 (you say potato, I say tomato). Isn’t that a nice coincidence. Almost orchestrated. Now, I accept that it might be true, but in that same way Iran has been doing all over the Middle East and the same parties were eager to avoid shining the limelight there, and now that Huawei has a much stronger case (made in Saudi Arabia) and their 5G is 700% faster then anything the US has. The link here us that both Huawei and Saudi Arabia have a larger case for Egypt and that matters. With Neom city smack in the middle, they are likely have an operating 5G network long before the US figures out that marketed speed is not the same as real speed, but they will and they will see the cost involved. In that same light the BS approach to the arms deals with Saudi Arabia, China has a larger stage now, a stage that will cost the US well over 9 billion with a nominal maximum of $23,000,000,000 over the next 5 years, revenue handed to China and we see European Commission President Ursula von der Leyen getting ready for a presentation that is as I personally see a joke the EU cannot afford. Not with the US handing business over to China as they did over the last 12 months alone. 

So when we consider “Mrs von der Leyen said in her State of the Union speech in September: “We want investments in quality infrastructure, connecting goods, people and services around the world.”” We need to see the word ‘investments’, which is nice, but does that not imply that you have the funds? If not (which is the case) it ends up being a mere ego loan and that is not what is supposed to happen. I am not against it, as long as CORPORATIONS are properly taxed and that has been a horse no show for over two decades. I wonder what happens if Huawei and not Amazon decided to buy my 5G (and a few other matters). We then get a setting that shows that the European ego race was over before it even began, it was over when the ego driven tailored to stop the innovations because it did not give them a nice percentage, that is the larger stage we need to see and that is merely one of 4 elements stopping this ego driven presentation that is coming in hours. So even as we are given “Wednesday’s 14-page document isn’t likely to explicitly pitch itself as a rival to China’s strategy.” A setting that gives us the not explicit, it is relying on implied settings, a stage that can be revamped any given stage and there is the second rub, if you cannot go out and say what you mean, you can never mean what you say. That has been a truth for a lot longer than we had the internet. The EU relying on nudge-nudge-wink-wink settings (sorry Monty Python). When was the last time time you saw that going well? And now it involves multi billion euro plans that they cannot even afford. So in the end you the tax payer (if you are in the EU) get to pay that bill too. So hows that going against the rising prices of energy, Gas and petrol? Oh and how about the food prices, inflation of food which was 0.1% in April 2021, which is 2.3% in October 2021. Which is nothing to what I saw at the supermarket. I saw minced meat go up almost 20% in the last few months. So enjoy that extra tax bill with all the expenses you have in Europe. You elected what is there, so you get what is coming. 

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