Tag Archives: Egypt

July 23, 2025 · 10:56

Speculating about the day after tomorrow

That is the question that is overwhelming me. Most of us are aware that America is now a burning house. Plenty of people are running away. In 2025 the UAE is expected to get 8800 millionaires moving in (I expect most of them are Americans). 

That and the fact that some corporations are moving out of America, heading of to Canada is merely a second setting. You see that tourism and a hostile world based on tariffs is one, the setting that comes next is not the one I am clear on. I had to think deeply about what it coming next. And I think I have worked a few things out. Apple is already opening a much larger niche in Saudi Arabia, but then? This is what I saw:

STC had a revenue of $20,238,100,000 and they can do more. As we are also given that 92% of individuals aged 12 to 65 using cell phones. As such there is a larger thought that Apple is riding the waves of next week and I know that Huawei is there already, I do not know where Google is, but Saudi Arabia is setting the premise (via Neom) that millions will need servicing in the near future and for the Saudi Telecom Company there is an additional opening for more revenue. There is the call for the STC to bring in their own mobile phone. They can do it via another, or they can grow their own ‘budget’ phone. The setting makes sense. I guess that STC will go the way of Android, a presumption I give you that. But then Saudi Arabia has its own mobile, with Pakistan (247m) and Indonesia (280m) almost too eager to accept that setting and this will allow STC to grow its beachfronts in almost all directions and as these markets are filled, they will be able to offer a much stronger mobile to Europe. This will enable STC to grow into European carriers and markets. That is the growth that the next 5 years will bring. And as America is getting deeper and deeper into trouble. Those ‘advocating’ the American dream are now hiding for dear life and they are banking that another venue opens and that is the way in for Saudi Arabia. 

A larger setting that will be opening up and you can believe the spin that will be coming from the Trump administration, but the ‘donation’ to the Trump administration will enable Saudi Arabia get access to the American carriers too. The escalations that Saudi Arabia has been setting by increasing the stronger 5G was already in motion as per June 2021, so they were already moving in this way. So as America shot themself in the foot and broke their own glasses, the options are opening stronger and faster. I reckon that Apple opening markets in Saudi Arabia too a much larger degree is the last piece of grass that I needed to foretell the settings that are coming in the next iteration and America did this all to themselves. Saudi Arabia merely saw a tactical option to control a larger piece of the 5G settings and I reckon that they will be holding the upgrade of telecom centers in Pakistan and Indonesia as a juice bone whilst at the same time offering contracts including a STC 5G phone. Consider how many people took that setting with their local telecoms including Orange, KPN, Vodafone, Optus, Telstra and several others. STC is seeing the opening and Saudi Arabia is becoming a global player in telecom and 5G and all that comes with with newly build development centers in NEOM (I’m specifically considering Aquellum) a setting that allows Saudi Arabia to grow influence on a global scale. 

If only the American stakeholders had not been ‘filtering’ out news for years and that is the setting I saw evolving 4 years ago. If only the media had properly informed us from day one. So, as I see (read presume) certain evolutionary steps, others might have seen it if they were given access to the actual news. I had an advantage knowing a handful of languages beside English, so I had an advantage. 

Now Saudi Arabia gets a much bigger advantage and it is partially due to (as I personally see it) the evolution of the STC, which should give Al Arabiya and the MBC Group a much larger setting towards the half a billion people in 2 nations and that is before the influence in Egypt and Europe will be showing markers. That will be in the papers soon enough and whilst people will ‘doubt’ this and others will spin it as ridiculous, consider the impact that advertising to a population of 500,000,000 people will bring. When Pakistan and Indonesia will grow beyond certain markers (I know that there are markers, but I have no idea what numbers are set to these markers). Advertisers will seek new channels taking them out of the once they have (like YouTube, TikTok) and other advertising settings. The channels will not completely go away, but they will see dwindled revenue numbers. That is the second tier in this and this is another evolution branch for the STC (optionally the MBC group too). 

A setting that was almost chiseled in stone and I saw parts of this in 2021. There is a pride setting for Saudi Arabia, but to set the telecom of 5G to 700% of what America offers seems a little over the top. At that time I thought it was Huawei and China that were the driving parties, but with the settings I saw develop in the last few weeks I reckon that Saudi Arabia was ahead of the settings by a lot. I presume that the evolutions over the last month merely brought this all to the surface. 

So lets see what America does next. All have a great day and consider what damage will be done to America tomorrow, because that is still very much on the mind of many.

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July 17, 2025 · 22:43

A powerhouse South of Davos

Yup, it seems like a founding setting as July usually is in the setting of Davos in the desert and the setting is ‘embossed’ as we are given by Arab News as ‘Riyadh emerging as global super hub amid economic boom: Knight Frank’ (at https://www.arabnews.com/node/2608260/business-economy) this is a super setting for several players but not in a good way. 

We are given “Saudi Arabia’s capital is rapidly transforming into a leading global wealth hub, fueled by the Kingdom’s successful economic diversification under Vision 2030, a recent Knight Frank report said. The Riyadh edition of the “Emerging Wealth Hub” series noted that the Saudi capital is transitioning from an oil-dependent economy to a powerhouse for finance, culture, and lifestyle, attracting multinational corporations, investors, and expatriates.” You see, the setting is a little more complicated than that. This is shown through the paragraph that follows “A key driver has been the Regional Headquarters Program, which has already exceeded its 2030 target, with 600 global firms, including Bechtel, PwC, and Northern Trust, setting up regional bases in Riyadh. 

This influx has pushed Grade-A office vacancy rates down to just 2 percent, while prime office rents have skyrocketed by 23 percent in the past year and 84 percent since 2020.” 

When we see the dots, there is a danger that we link the dots in the wrong direction, so we can see that there are 4 dots with at least 2 options, and the more dots we have, the clearer the image becomes. But at present we see that Saudi Arabia and the UAE are rising stars in money matters and rising economy stars, also rising stars in tourism, employments and technology. In the other corner there are the parties of America, the EU and the Commonwealth to a lesser degree. The massive inclination is that America cannot remain the nice party towards both Saudi Arabia and the UAE, then there is the UAE connection to BRICS and as they both are rocking the tourism industry, a setting where they are making the dozens of billions that America is losing. A second setting is that they have the cash to make the technology work, all whilst America is allegedly having power issues, issues that this technology cannot survive, as such the upside is clear for the Arabic worlds a little less for the other players. Some players are vying for the same defence contracts as America, as such we are all facing some version of what some might see as a civil war in the ranks. And as I personally see it, America will be pulling more and more drastic settings and it is one of the reasons that the Trump administration ‘requires’ Powell needs to be shown the door. It is a mere speculation on my side, but there is a chance that America becomes more and more desperate as the tariff setting was backfiring and it seems to be the leading cause for American tourism going back towards the stone age. The thing that also rings in my head is the setting that the millionaires and billionaires that are now investing and seeing the lucrative stages that Saudi Arabia and the UAE are ‘promising’ are all founding mergers that are now not investing and seeking these options in America. As such these players and the tourism setting where people can only spend their money once, they are now vacating to other shores. These are not connected issues, but they do become accumulative issues towards the American shores. As I see it, the America first movements is slowly but surely becoming the undoing of America. 

This reminds me of a Latin expression “Post hoc ergo propter hoc” meaning “after this, therefore because of this” it is an expression that dates back to ancient Greece where it was ‘accepted’ as a truth, but correlation does not equal causation. Apparently the Romans figured this out and as such I gave the example with four points. But the setting where the non-connected events can show that it does have a negative side towards other shores and as such we see the setting towards America. One can believe or debunk the setting that in economy, the entrepreneurial mind can only spend money once, and in a separate turn ‘we the people’ can for the most merely afford one holiday a year and that was in previous years a 20 billion dollars solely from Canadians towards America. But that milk was soured by an administration with State 51 on their mind, a setting that Canadians no longer accept, it made them reject America as a destination. Moreover, other events were also detested by others (Europeans) and as such they are also going to other places, not all, but enough to America seeing this as a massive problem. Only 10 hours ago we were given that Canadian tourism to America is now down 33% in June. In an age where tourism is banking on a near 90% full setting, Canada alone is giving America a tourism body blow and that is before the European sources are considered. So in an age where the financial situation is dire to say the least, the loss of billion will be a hardship station for the near entire industry. So, whilst some are looking towards Davos in the desert, that setting might show the new stations we see as the Future Investment Initiative (FII), which will be held in Riyadh, Saudi Arabia, from October 29-31, 2025. Some will see a setting that shows for the first time just how desperate the sewing for America and Europe might be. I believe it the news will be bad (for the west), you see, over the last 5 years I have been trying to keep eyes on the Saudi Broadcast Authority (SBA) as I expected them to reach out towards Egypt and Europe, but the news has gone silent the last year. It is my believe that the world will hear news in these directions in October. It is highly speculative (on my side), but I believe that is what will happen this year. I personally believe that this is the ‘surprise’ Saudi Arabia and Huawei is getting ready for, but I have absolutely no evidence on this. So call it what you will but these elements together will show a new dot setting and we will hear it in Q4 this year. 

No matter what we will hear, it doesn’t frame well for the America First pamphlets and photo frames. But I will be the first adjusting my ‘wrongly’ seen connected dots. Because I honestly don’t know. It is more of a gut feeling towards the image that others seem to be showing us.

Have a great day.

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July 13, 2025 · 01:25

Where is the exit?

That is a question that is more often than not a valid one. We went to exit any setting, but there is the ego to consider, America has skin in the game (as the expression goes). As the Guardian gives us (at https://www.theguardian.com/global-development/2025/jul/08/saudi-arabia-capital-punishment-executions-foreigners-drug-offences-crime-600-people-amnesty-international) last week, last Tuesday to be more exact, we are given ‘Saudi Arabia executing ‘horrifying’ number of foreigners for drug crimes’ with the byline “Hundreds put to death for non-violent drug offenses over past decade, with little scrutiny of Saudis, says Amnesty”, yup it is everyones favourite crybaby Amnesty International. I can’t really fault them here. They have a ‘strict’ setting and I get that, but the rest of the world needs to understand that the Kingdom of Saudi Arabia takes a harsh views on any drug offense. So as we are given “Almost 600 people have been executed over the past decade for drug-related offenses, Amnesty International has found, three-quarters of whom were foreign nationals from countries including Pakistan, Syria, Yemen, Nigeria and Egypt.” It is like toddlers in a zoo. If you put your hand in the tiger cage, it will be bitten off. There is no ‘but’ or ‘why’ in this. It is the nature of the beast. Saudi Arabia is totally against drugs and they do not accept any other setting. You see, America might have started ‘the war on drugs’ around 1971 (optionally 1970) and for 50 years where we see that the setting should be seen as “at least $100 billion a year, and far from eliminating use, supply and production, as many as 300 million people now use drugs worldwide, contributing to a global market with a turnover of $330 billion a year” as such America has spend a generic $5,000,000,000,000 dollars on a war that has no exit strategy. Saudi Arabia isn’t falling for that trap and is not concerned for the 600 people who threw away their lives and is happy to end their seemingly pathetic lives. I am decently certain that their lives in Pakistan or Egypt would end in the same way. Although, I am certain that these two countries only give the death penalty on extreme cases (whatever that means), still the death penalty is in the cards there too. 

So, whilst every is calling the war on drug in America a lost cause and it is only in the eye of politicians who want to get coin out of this setting that they would ‘see’ an optional solution. I am of the mind that simply putting them all to death might have saved America $100,000,000,000 on an annual basis. That is the setting I personally see. 

So whilst we see “With little international scrutiny of what Amnesty describes as “grossly unfair trials” and a “chilling disregard for human life”, the rights organisation warned that the death toll would only increase.” We need to understand that Saudi Arabia sees drug use as a complete ‘no-no’ and they have strict laws in place. When we understand this, we should consider why these people go for drugs, and more important, how is this setting being supported? I think that most people in that ‘industry’ want their slice of a $330 billion cake and it is an annual cake, as such I wonder what is fueling this. The Kingdom of Saudi Arabia isn’t wondering this at all. They merely execute the people who go for that dish and I get that. The American war on drugs is a stalemate for negotiations and a setting for delays and optionally some people get some out of this. Saudi Arabia sees them all as equally unworthy and treats them all to a one way ticket to the grim reaper, or towards Malak al-Maut as they call him. I reckon he is the American version of ‘Kill ‘em all, let god sort them out’ I have no real view on this. You see Saudi Arabia has capital punishment and the results are not unlike “Old Sparky,” who had been executing people since  1924 at the Huntsville Penitentiary. So is that any different? There is no setting of violent or non-violent. If you get caught with drugs in Saudi Arabia, they get a one way ticket to wherever they were supposed to go. It sounds harsh, but it is time that people realise that intentionally breaking the law in some countries has consequences and drugs have a finite consequence here. So when we see “Dana Ahmed, Amnesty International’s Middle East researcher, said: “We are witnessing a truly horrifying trend, with foreign nationals being put to death at a startling rate for crimes that should never carry the death penalty.” According to who? Is my question. You see “Saudi Arabia has a zero-tolerance policy regarding drugs and enforces its laws rigorously” as such I wonder where Dana Ahmed got her law degree. I kinda understand her. I am not in favor of the death penalty, but it is for every government to decide for themselves and as I see it, Saudi Arabia is not interested in wasting $100,000,000,000 a year on this problem. I get that too and I see that they decided to take ‘zero-tolerance’ to the next level and the people who cannot stay away from drugs, need to find a little burrow in America to see they lives through. As I see it Saudi Arabia said ‘not here’ and I get that too, I very well understand that. As such these people should have exited that country (preferably) before they got caught, they had the option between ‘leave now’ or ‘drugs now’ and they chose poorly. 

So whilst we see all parties cry their way into your hearts consider that it is well stated and openly documented that Saudi Arabia does not tolerate drugs of any kind, even as we might, we ned to learn that other countries have other values and they might not condone our recreational approach to drugs. That part I see missing here. There was a larger truth, it was there from day one and now we see that some are trying to seek other solutions, but the fact is that the other solution has proven to be a failure for over half a century and now that the funds are dwindling I reckon that America will get a new premise, it will go from ‘America first’ to ‘Healthy Americans first’ a setting we are likely to see before the years end. Especially when fentanyl is not only fueling political settings, America might take drastic steps to downsize that problem. So does that make Saudi Arabia a trendsetter?

Consider that and not merely the ‘bad’ feeling you get from a death penalty, consider what drugs and the drug market is doing to your economy. There are a few sides to this that Amnesty International does not want you to see, consider the impact of trillions on a war that never had anywhere to go. And you can afford this trillion, can’t you? 

Have a great day today.

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June 4, 2025 · 12:32

About the setting of prayers

This is about the Hajj, it is not a negative piece as I refuse to put any religion negatively. Perhaps the Catholic side as I was raised a Catholic. So as we get the the Hajj, which starts in a little over 12 hours. We start with the Bangkok Post (at https://www.bangkokpost.com/world/3038397/no-permit-no-hajj-says-saudi-arabia) where we see ‘No permit, no hajj, says Saudi Arabia’. I get that and as we see “Last year, 1,301 pilgrims, most of them unregistered and lacking access to air-conditioned tents and buses, died as temperatures soared to 51.8 degrees Celsius (125.2 degrees Fahrenheit)”, as well as ““Since the end of last season, we realised the biggest challenge is preventing unauthorised pilgrims from undermining the success of the hajj season,” said one official helping organise the hajj, requesting anonymity” I get that, I pointed this out in my lest years writings, even as many did not, they were all about blaming the Saudi governments of that failure. In addition, these settings of media never dug into the tour operators fleecing profits and living these tourists to their doom. But the media ignored that side of the equation as they reported their blame settings. Even with these unregistered Hajj seekers, the casualty list remains below 0.1% of the visitors, and when we filter this out we get a setting that the casualties in a setting of 51 degrees heat celsius remains a mere 0.018%, which is nothing short of absolutely astounding. I reckon that any western nation has yet to reveal a setting with over 600,000 people (half of what the Hajj got) and that little casualties. Consider that the Saudi government does nearly everything to keep people safe. A remarkable setting to say the least. 

Then we get to the second item, which is given to us by News Central Africa (at https://newscentral.africa/saudi-arabia-tightens-crackdown-on-unregistered-hajj-pilgrims-after-deadly-heatwave/) where we see ‘Saudi Arabia Tightens Crackdown on Unregistered Hajj Pilgrims After Deadly Heatwave’ and here we get “Saudi Arabia is intensifying its efforts to prevent unauthorised participation in the annual hajj pilgrimage, a year after extreme heat led to the deaths of over a thousand pilgrims, most of whom were unregistered.” With the additional “One organiser, who wished to remain anonymous, said that since the end of last year’s pilgrimage, preventing unauthorised worshippers has been a top priority. The hajj is one of Islam’s five pillars, and Muslims who are physically and financially able must perform it at least once in their lifetime. However, due to a quota system, permits are limited and distributed via a lottery, making the costly official route unaffordable for many. As a result, some pilgrims opt for cheaper, unofficial alternatives” I personally see why this person wants to stay anonymous. As I personally see it, their ‘sales staff’ seemingly saw a way around the permit setting and sold them using alternative settings. It is a speculatively view, but the setting makes sense when you consider the 1100 casualties without a permit and the 14 countries that has the ban are India, Pakistan, Bangladesh, Egypt, Indonesia, Iraq, Nigeria, Jordan, Algeria, Sudan, Ethiopia, Tunisia, Yemen, and Morocco (according to a source). It makes a lot more sense when you consider the facts that ‘Nearly 270,000 pilgrims without permits stopped from entering Mecca’ (source: Euro News) where we see “Saudi Arabia has stopped nearly 269,678 pilgrims without authorisation from entering Mecca during the annual Hajj pilgrimage. The government blames overcrowding at the Hajj on participants without permits. It also says they made up large numbers of the 1,300 people who died in last year’s searing summer heat.” So, so you think the pool of an additional 15% all came to the thought by themselves, or were tour operators involved? The Guardian gave us last year that tour operators made promises that caused the deaths of several, and as I see it (at least through western media) this was never investigated. This does not mean that the Kingdom of Saudi Arabia didn’t investigate this, it merely means that I don’t know what happened in that specific scenario. My view that I had last year is also seemingly proven correctly as Euro News also gave me “Officials have also imposed penalties on more than 23,000 Saudi residents for violating Hajj regulations and revoked the licenses of 400 Hajj companies.” I get that over the cuties there are a lot of companies involved, but the setting of 400 Hajj companies clearly astounds me. 

And with this I salute the Hajj 2025 participants and wish them a blessed and meaningful Hajj, and I hope for Allah’s acceptance of their pilgrimage, or in shorter terms Hajj Mubarak. Let their journey be a safe one and their pilgrimage a fulfilling one. Have a great day you all.

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June 2, 2025 · 16:59

The obvious under attack

I have my own views on settings. In the first I am certain that Hamas needs to be eradicated. It is not for Israel, although they benefit massively. It is the fact that Hamas is the nameless animal that Iran uses to inflict pressured on parts of The Arabian peninsula that do not go their way. And I see that certain Hamas leaders are getting funds from other parties as well. In short, they will attack Saudi Arabia and the UAE at some point as they gain more and more certainty in the world. This does not sit well with Iran. I voiced their eradication as they are likely have ‘tools’ to influence the structural integrity of several parts of NEOM. It won’t be big, just a concrete ‘anomaly’ but one that will cost the KSA millions to fix and it will make them look bad. That is my personal believe and it might or might not happen. But as I see it, under Qasem Soleimani it would have definitely happened. Yet now, Israel is shooting themselves in the foot by setting the premise (according to Al Jazeera, at https://www.aljazeera.com/news/2025/6/1/saudi-arabia-calls-israel-barring-arab-ministers-west-bank-trip-extremism) ‘Saudi Arabia calls Israel barring Arab ministers West Bank trip ‘extremism’’ It leaves me with several questions. So according to the byline we are given “Foreign ministers from Egypt, Jordan, Qatar, Saudi Arabia, and the UAE had planned the visit to discuss Palestinian statehood and end to war on Gaza.” As we take a look at the second article giving us (at https://arab.news/bm5bm) ‘Arab ministers denounce Israeli ‘arrogance’ over blocking West Bank visit’ where we are given “Saudi Arabia’s Foreign Minister Prince Faisal bin Farhan said the Israeli government’s refusal to allow Arab ministers to the occupied West Bank showed its “extremism and rejection of peace.” His statements came during a joint press conference with counterparts from Jordan, Egypt, and Bahrain in Amman.” The question I have is why Israel is involved, they could enter the West Bank from Jordan. The ‘legalized’ setting is that “As of June 2024, 146 (75.6%) of the 193 member states of the United Nations have recognised the State of Palestine within the Palestinian territories, which are recognized by Israel to constitute a single territorial unit, and of which the West Bank is the core of the would-be state.” I actually get that Israel has to be involved, but this setting shows that there is a much larger stage where Israel is getting kicked around and the has to stop and Hamas made this impossible with their hostage situation. Even as they should not be part of this, the shouts of ‘Palestine should be free’ by radicals who have no idea what is happening and this is where they can rely on a million plus anti-Semites, and as their troops are dwindling, they use whatever they can. As such I see that there are issues, but Israels setting to block this visit isn’t helping anyone, not even the state of Israel (as I personally see it). 

Yet the larger setting was opened in 2002 where we were given “However, the “Road Map” states that in the first phase, Palestinians must end all attacks on Israel, whereas Israel must dismantle all outposts.” I personally see that the attacks need to end is essential, the dismantling of the outposts is not. I get that Israel needs to keep its outposts (on Israeli soil), so why is this so hard? They should have seen that 23 years could have been much more constructive if these two parts were kept in the first place. As I see it, in the last 20 years several Americans had ‘their’ view on matters, solving nothing. So why not give this Arabian party of ministers a try in getting things resolved? If Hamas strikes now, they will be building their own coffin and their end is pretty much assured. The second setting is that there are two areas, Area A and B. They are themselves divided among 227 separate areas (199 of which are smaller than 2 km2), this is almost insane. At some point someone needs to back off (implying that this is Israel). These 199 areas makes for an impossible setting and simplifying that might be a first step in resolving issues. So when we see that 11 governorates used as administrative divisions by the Palestinian National Authority, Israel, and the IDF and named after major cities. This setting is shouting ‘disaster is imminent’ and if I get called that I am dead wrong. I will agree, I know too little of this setting to call this, but at times a fresh set of eyes are needed (I am not claiming that I am that view), but I am willing to bet that Egypt (Badr Abdelatty), Jordan (Ayman Safadi), Qatar (Mohammed bin Abdulrahman bin Jassim Al Thani), Saudi Arabia (Prince Faisal bin Farhan Al Saud), and the UAE (Sheikh Abdullah Bin Zayed), they might see solutions that break through some concepts and if it gives the area peace, why block it? 

I personally think that Israel made a bad call in this instance, but then, what do I know?

Have a great Monday, time for me to hit the pasta preparation shelf.

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May 12, 2025 · 16:58

America’s shifting phase

This morning Arab News (at https://arab.news/9hjca) gave us ‘First Saudi-made THAAD system parts completed in Jeddah’ Saudi Arabia has been aiming for the need of internal national interests to have this done. We are given “Saudi Arabia has completed the first domestically manufactured components for the Terminal High Altitude Area Defense system launcher in Jeddah, marking a significant step forward in the Kingdom’s ongoing efforts to localize its defense industry.” And as we are given “Tim Cahill, president of missiles and fire control at Lockheed Martin; Nawaf Al-Bawardi, assistant deputy of the General Authority for Military Industries; and Wasim Attieh, president of AIC.” We seemingly are all OK with this, this is not really news. Saudi Arabia was aiming for this all along. In this case the Terminal High Altitude Area Defense system launcher (THAAD) was on show. But the story goes beyond that. I reckon that the FEINDEF 2025 (Spain) as from today was the second initial kick off, but there were other symptoms. There was the (DSA 2024) in Kuala Lumpur and the International Defence Exhibition and Conference (IDEX/NAVDEX) in Abu Dhabi, UAE. I personally believe that Saudi Arabia kept close eyes on the ready date of this system as it allows them to gain interest from Bangladesh, Egypt and Indonesia, they might not be ‘big league’ material, but Bangladesh and Egypt represent almost $5 billion each and Indonesia represents $11 billion. Now, they don’t spend it all in one go, but Saudi Arabia is said to get a speculated part of that and even with a mere 200 million (over all three) that becomes a massive boost for the Saudi Defence industry, even more so, it would be revenue that America and Russia loses. Gives the expression “when two dogs fight for a bone, the third runs away with it” a new side to that equation. So as Lockheed Martin is locking in their services and consultancy for close to another decade, Saudi Arabia’s first delivery system is gaining strength in the defence industry. Bangladesh being 35th, Egypt 19th and Indonesia 16th. They are giving strength to the Saudi Defence industry. So as I saw that market evolve in February 10th 2022 in my story ‘Oh darn, I am missing out’ (at https://lawlordtobe.com/2022/02/10/oh-darn-i-am-missing-out/) with those decrepit tea grannies, it took Saudi Arabia a mere 3 years to evolve their own market. They now have their own industry. So cry “stop arming Saudi Arabia” all you like, the only thing they’d hurt was the British defence industry. And as I see it, they are about to do a lot more than hurt ‘the British business’, they are gaining political power by giving the Arabian nations and Asian nations their own voice, not hindered by America, Russian or British political powers. Now they (meaning Saudi Arabia) become the global political power player.

As I see that, I am reminded of the old setting that my granny complained about the essential need of the young to rely their technology, so I switched off her life support. How’s that for fun?

The world is getting smaller and the reach of every nation is increasing and now we see clear settings (not through alleged sport washing) that Saudi Arabia is becoming the larger power in the global arena. In the 2025 edition of “The Military Balance” from the International Institute for Strategic Studies (IISS) is currently on the 7th place, yet if this takes off Saudi Arabia will be in a position to become 5th, optionally 4th and their defence industry will be making a profit as the Arabian nation will see that Saudi Arabia is the ‘friend’ to hold in esteem, as that starts happening Pakistan might also change vendor it is at present a mere $10 billion, but as it is only 12% of India, it might see reason to switch if Saudi Arabia is willing to talk shop and that is another slice of pie that will not end in America’s or England’s budget. As I personally see it a start has been made for Saudi Arabia to become less dependent on their oil industry. Starting ‘small’ is a beginning, so as Saudi Arabia creates more options. I reckon that they would likely evolve their drone industry next, Saudi Arabia is becoming a much larger industry. Only 5 years ago we would have seen an industry with America, Russia, China and the United Kingdom as players. Now even at 5th place, Saudi Arabia becomes the new player in town and that sets a new premise for global economies. Russia and America never had to share that revenue pie and I guess they will have to content with less as per 2026 onwards. 

A nice setting for Saudi Arabia who is likely to seek more revenue from Pakistan as it is outmatched to India at 2:1 in the best settings they can hope for and that allows for larger business benefits for Saudi Arabia. We tend to forget that war is business and their business is war. A little outdated setting, but we forget that it isn’t ugly to some, it is a payday. An essential need for any nation is to defend itself from enemies hostilities and that setting is over 2000 years old. It was given to us by Julius Caesar (that Italian dude). He did so in Commentarii de Bello Gallico at 50BC.

I reckon that the Saudi defence industry will be more than a simple blip by the time we get to 2027, still three years ahead of the schedule we saw 5 years ago. 

And as I personally see it, these tea grannies (CAAT) are still drinking tea, but the option for a biccie with that tea will soon be done for, because the revenue you hurt also impacts what you can have and they vied for less, so they will have less. I take my learning from someplace else. America decided to hurt Huawei as they were a threat, now we have HarmonyOS entering version 5.0, and Reuters gave us last November that ‘Huawei wants 100,000 apps on Harmony OS within a year’, and set that against Alphabet (Google) had announced plans to cut 12,000 jobs, or 6% of its global workforce In January 2023, Amazon laying off 14,000 people in name of efficiency? (Source: MSN) and in 2023 Microsoft laid off approximately 10 000 employees followed by an additional 4 000 roles being cut in 2024. So with these big three ‘decimated’, who will counter Huawei? As I see it no one and now Huawei will have another industry to set foot in. Because all these Saudi systems require automation (as well as other options) as such HarmonyOS will be seen almost everywhere and that is only the beginning. Those who push to limit others, merely limit themselves and we have plenty of evidence there.

As I see it the shifting space of America is seeing that they never wanted other to be in certain places. This sounded like an idea in the 80’s when America was a global power, but they no longer are. They are mere steps away from becoming a third world country. You cannot remain a 3.4% military spending of GDP whilst being seen as a 37% of global spending. A 997 Billion invoice where in the fiscal year 2024, the U.S. federal government collected $4.92 trillion, not whilst you have $36.21 trillion in federal debt (and they cannot pass a budget either), it just cannot be done. As such the America setting will implode all whist their tech is set to impossible markers. 

As we consider this and we consider that the Russian stage merely sounds better (whilst it isn’t) there is every possibility that be 2027/2028 Saudi Arabia could become 4th or 3rd as a defence industry by that time. The idea that Saudi Arabia surpasses or equals America in three years is making me giggle. How the mighty fall, so how’s that for looking great, President Trump? It started on your watch in 2020 and almost a decade later you become allegedly surpassed by Saudi Arabia by 2027, a nice footnote in your memories and I reckon you will blame everyone but yourself in that writing. I am curious what the World Defense Show 2026 in Riyadh International Convention and Exhibition Center will give us. I reckon that Saudi Arabia will have a few nice surprises in that show. I am willing to bet that Huawei will have a stand there to in showing us what the Internet of things driven by HarmonyOS will give the world.  I reckon you need to reserve tickets for the event  on February 8-12, 2026 now. As I see it the first day will be for the larger customers, so February 8th has been sold out to preferred customers. So, when will you optionally go? 

I won’t be invited, so let me know how the snacks were, they tend to be magnificent at these events. Now I’m hungry, time for some peppered crackers. Have a great day.

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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April 30, 2025 · 04:03

Omitted resources

That is the exercise of this morning. As Reuters treats us to a story (at https://www.reuters.com/business/energy/uaes-adnoc-supply-us-lpg-india-following-china-us-tariffs-sources-say-2025-04-29/) giving the reader ‘UAE’S ADNOC to supply US LPG to India following China-US tariffs, sources say’ A setting I saw coming a mile away. As we are given “The move will enable ADNOC to ship more of its own LPG to China, where buyers are paying higher premiums to replace U.S. supply after Beijing imposed steep tariffs on U.S. goods, and reduce LPG costs for India, the world’s No. 2 importer”, so I saw this and the high payed economists in America did not? In my story ‘War of trades’ (at https://lawlordtobe.com/2025/02/01/war-of-trades/) I gave on February 1st (almost 3 months ago) “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?” This setting was oil and it was from India, so now we see that the UAE is replacing America with India as a new destination. So for America it is no longer about revenue, it becomes a lack of resources as the UAE is now shipping more of its own LPG to China (via India). It is the cumbersome situation involving tariffs. It almost seem like a new puzzle game, not unlike mixed currency deals on the internet. And now (as I see it it) America is losing more than one side in this. So as we read “ADNOC, through its trading units, has agreed to supply some U.S. LPG cargoes to India refiners under the annual contracts from June-July, said sources” as I see it, America is losing tariff revenue that ay and this is merely one step towards a new setting where America is replaced as a resource, and this also means that the political and diplomatic powers of America is dwindling down. In this way the UAE is gaining power both political and diplomatic as India is reassessing what allies they have and who no longer seems to be an ally. In this tariffs will get cumbersome on more ways then one. Soon America is losing additional revenue streams, because this setting is merely a first step. When China sets up new stages with Europe and the Middle East America can go bobbing for apples all they like, but it seems that the apples are being replaced and that sounds a lot like the old premise of murder. Segregation, Separation and Assassination. The stage that we see was made by America, they merely didn’t consider that it could be used against them and as I see it, both China and Russia like the new setting immensely. As I wrote lately that the interest on debt is costing the annual tax revenue to be 15% less, so the belt was already being tightened and now the revenue streams are missing the point they needed to make and another 10% will diminish. So how long until the American economy can no longer afford it? We can believe what Irwin Stelzer (The Times) told us that America’s economy is good. But as CNBC gave us yesterday ‘Empty shelves, trucking layoffs lead to a summer recession in Apollo’s shocking trade fight timeline’, then we also got a few hours ago ‘Port Of Los Angeles Warns ‘Difficult Decisions’ Ahead As Shipments From China Cease’ (source: Investor’s Business Daily) and 17 minutes ago CNBC gives us ‘Pfizer CEO says tariff uncertainty is deterring further U.S. investment in manufacturing, R&D’ as such, how much more bad news do we need to see before people in media start considering that the economy of America has gone topsy turvy?

And in the meantime as the Commonwealth is strengthening their walls the group of five might soon have one less member (yes, it is America). As such the new costings for the CIA will drastically alter and as the NSA is equally losing access to international intelligence the stage becomes how much money is America willing to pay for less reliable data? 

As such we get a new stage of omitted resources. America is losing revenue in several settings and the outcome of that is not really visible, but it will cost a bundle. A lot more than the tariffs are bringing in. In addition to that they pissed of the largest ally they had for decades and as such are losing more ‘friends’ as they are equally hurt and these ‘friends’ are willing to row it alone without the two dinghies called CIA and NSA. As such more power, revenue and friends are lost. But feel free to think it is all honky dory. And that changes when oil will g missing, so will America keep on selling their own oil, or is that a new revenue stream that will become largely lost soon enough.

You know, I am hesitant to blame President Trump for this setting. The question becomes who pushed this agenda? Are these elected officials blind, or will we see soon see articles with titles like ‘He bullied us and we were afraid’, I have no idea. Just floating an idea here. And when we have added these facts as well as add the fact that the The Arab Weekly gave us yesterday ‘Trump further strains Egypt ties by calling for US ships to cross Suez canal ‘free of charge’’ the story (at https://thearabweekly.com/trump-further-strains-egypt-ties-calling-us-ships-cross-suez-canal-free-charge) gives us ““American Ships, both Military and Commercial, should be allowed to travel, free of charge, through the Panama and Suez Canals!, ” Trump said in a post on Truth Social.” Its was the only source I saw, so keep that in mind. And the response in the same article was “Egyptian MP Mustafa Bakri criticised the remarks, describing them an “attempt at blackmail.”” Do you still believe that America isn’t close to default on all their loans? I wonder who will survive that 36 trillion bad bank setting. 

So, you all have a possible great day and relax if there is still coffee on the shelves. And don’t forget the former governor of the Bank of England works for the Commonwealth, well, actually he works for Canada, not America. Ciao!

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April 29, 2025 · 23:22

News and self reflection

That happens, we all have to reflect on ones self. And I was given, by Arab News (at https://www.arabnews.com/node/2598647/business-economy) ‘Saudi Arabia’s non-oil exports surge 113% since Vision 2030 launch’ here we see “Saudi Arabia’s non-oil exports reached an unprecedented SR515 billion ($137 billion) in 2024, marking the highest value in the Kingdom’s history.” It comes with the added “The robust growth spanned all export sectors. Merchandise exports climbed to SR217 billion (+4 percent), fueled by respective increases of 2 percent and 9 percent in petrochemical and non-petrochemical exports.” As such it seems that the Kingdom of Saudi Arabia is doing well. For me the quote “In 2024, the Kingdom exported goods, re-exports, and services to over 180 countries, with 37 countries registering record import values, including the UAE, Bahrain, Iraq, Oman, Algeria, Spain, France, Poland, Libya, and Syria. Other countries, such as Indonesia, Thailand, Morocco, Pakistan, Nigeria, Germany, Greece, and Bulgaria, also achieved record import volumes” was important. You see, one of my IP ideas would add Egypt, Bahrain and Bangladesh to that list. Indonesia, Pakistan and Oman were already on that list.

As I see it, the first phase might be a simple $6 billion (﷼22,500,000,000), but after that, I personally believe that the annual revenue could grow to $20 billion (75,000,000,000﷼) I might have gotten the placement of the Saudi riyal symbol wrong. The nice side effect of mixing left to right and right to left issues, but that is what it amounts to, as such a nice 6 to 20 billion annual added to the frame, but neither the Saudi Consulate (or Amazon for that matter) was taking the bait and it was such a nice bait. Still the setting of creating IP with a phase one setting of 6 billion is nothing to laugh at. I wrote about it before and that was merely one of a few IP settings (the rest is not that valuable). Still, I feel strongly about this idea and it fits the Muslim stage for a few reasons and that is beside the idea that it might unite the Muslim nations. 

Still I wonder in light of this news, is my idea really worth that much and will it work? I believe so, the one factor I cannot predict is how Epic Games (the maker of the Unreal Engine 5) will react, because I am not certain if they ever considered other venues beside gaming, as such Tencent becomes a factor as they too could carry the IP and in light of TGP Box (Tencent Games Platform) could it support the stage? With the initial 50 million consoles and in a non gaming condition could they consider the new venture it goes along? With the data centre in Saudi Arabia they might. The setting is diverse and it gives them access to a whole new cluster of users. Then there is the secondary stage of gaming, with a strategy that gives this solution over 1000 games pushing them on par with Sony and Nintendo, are they ready for what comes? In this, on par is pretty much the stage as they will not replace these systems, but ride alongside with them. I don’t know enough of the strategists that Tencent has, I know that I cannot trust Microsoft, but Amazon was a first thought when Google dropped their Google Stadia. The internet of things and Cloud gaming had their pay offs as I saw it, especially as no one was looking in that direction and as two streams were taken from the Google ship it made sense to go to Google first (but they dropped their stadia), so the Luna was the only solution for me. Now that Tencent is up and running there is another option, but it is still a little dependent on what Saudi Arabia will do, they are the corner stone of this solution. 

So as I see this article, I wonder if I am right. Self reflection is important, especially when you are talking about billions, and I do not want to be wrong, which is why I try to be as conservative with the numbers I have. On the other hand, the thought that I have the jackpot idea and I cannot sell it is pretty much killing me and I don’t want Microsoft near this, they have screwed up too much IP as I see it as such I don’t want them near the ideas I have and there are a few more. Still the doubt  grips me, how could I have come up with the idea of billions whilst all the others cannot see what I see. Am I missing something?

The doubt can be debilitating. In other news of the good kind. Mark Carney won the elections, so that is at least something. Now if we could only make Donald Trump shut up about the 51st state, that would be really nice. So have a great day and if you are in Canada, raise your coffee in cheers for Mark Carney (it is 6:00 in Vancouver, way too early for alcohol). 

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April 25, 2025 · 17:25

Changing the reason

That is the setting and it is not a bad setting. The reporter, the spokespeople, no one broke any laws and no one created harm in the process. The latter reason is merely my reason, but with the tariff setting it matters. I am talking about the article in tech radar (at https://www.techradar.com/pro/pc-makers-are-planning-plants-in-saudi-arabia-to-try-and-avoid-us-tariffs) where we are given in the headline ‘PC makers are planning plants in Saudi Arabia to try and avoid US tariffs’, you see, it is not about tariffs at this time (perhaps partially).

You see, the article gives us “Major PC makers like Lenovo, HP and Dell are reportedly exploring building new manufacturing plants in Saudi Arabia in order to avoid high US tariffs on Chinese-made goods.” I reckon that ASUS is doing the same thing. There is a larger prospect. Consider NEOM Sindalah, NEOM Oxagon, NEOM Trojan, NEOM the Line, NEOM Magna and all its 12 subdivisions then we get the Mukaab project in Riyadh. These settings represent thousands of computers and most of them laptops and netbooks. A setting I predicted in January 2024 (at https://lawlordtobe.com/2024/01/25/those-happy-dreams/) on the 25th of January 2024 I implied the need for Saudi Arabia (and the UAE) to change the way customer service was done in these places. With NICE as an example, Saudi Arabia could create a Muslim solution for this and considering the growth of travelers which is supposed to surpass 100,000,000, at present (last year) was over 800,000 people and NICE has that covered, but as it is an Israeli solution, it might not fly in Saudi Arabia or the UAE and as such the premise needed to be changed and in that article I set the premise out a little better (I had retyping my own words).

As such with these thousands of systems required, it makes perfect sense for Lenovo to get into the game on a local setting, I might not be a huge fan of the Lenovo, but plenty of people love them and as such I see tremendous strides forward for Lenovo, my personal vote goes to ASUS, but that does not make Lenovo a bad choice, it is merely not my cup of tea. 

As such when we see “DigiTimes says HP and Dell have also sent teams to Saudi Arabia to scout out potential factory sites following local government invitations. The biggest attraction for manufacturers to relocate to Saudi Arabia are the 10% reciprocal tariffs, compared with 245% for China.” As I personally see it, it needs close tracks to each of these centers, likely it needs to favor Oxagon and Riyadh, but that is merely my point of view. Likely there will be service centers in each of the 4 locations, and relying on how Magna plays out, a larger setting is required there, but other with more geolocating intelligence is required. 

As Lenovo goes there and as the others (DELL, HP) come too, the setting for Saudi Arabia increases, there is at the near coming time a setting where these brands could service clients in Jordan, Egypt, Lebanon and Syria as well. It could explode service and sales settings a lot more for these regions than the EU and USA can. So when I see the quote “However, the PC market’s immediate future remains uncertain. “In addition to the direct impact of tariffs, the stop-start nature of announcements and delays have cast uncertainty around pricing for consumer electronics this year,” Canalys Analyst Greg Davis explained.” I merely mention “Go pull the other foot”, you see the tariffs are merely an excuse and an optionally bump in revenue for these companies. I reckon that these reasons Trump (oops typo) the tariff reason at present and as Saudi Arabia makes strides to completing these settings the need for systems increase a lot and the need for servers in these locations would explode the need for CISCO equipment as well. 

This is a larger setting in the need for these companies to get ready as they might require localization and as I see it, the one who is there will get a larger options and a larger slice of the revenue stream. But that could merely be me.

Have a great day and enjoy the weekend. I have to kill hundreds of people in a place called Cyrodil this weekend and I am buying a nice house in Skingrad, but they tell me that I have weird priorities.

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