Tag Archives: Eu

August 25, 2026 · 01:54

If his lips are moving

It was the first thing I considered. You see, I saw an article and it made my blood boil, but a few seconds later I was considering some of the options that this could have been enabled through ruses. So what gives?

The article that pushed me was ‘Trump says Canada wants ‘benefits’ of being US state after trade talks collapse’ (source: BBC) where we see “US President Donald Trump has said Canada wants “the benefits of being a state, without being one” after trade talks between the two countries collapsed late on Friday. The breakdown of negotiations triggered new 50% US tariffs on a range of Canadian goods. Trump also said American farmers had been charged “massive amounts of Tariffs” for years.” What I think happened is that Prime Minister Carney pulled the deal and he could have said “What is even the benefit of being in a partnership without having an actual partner?” Or something to that effect and as we see the Guardian giving us “Carney, whose willingness to stand up to Trump has made him popular in Canada, has said that “America has changed,” and that the two countries would not return to their old relationship. The Canadian public has also been incensed by US policy towards their country, particularly Trump’s comments about turning Canada into the 51st US state. A petition to expel the US ambassador to Canada, Pete Hoekstra, has collected about 248,000 signatures, accusing him of normalising the notion of the US annexing Canada.” As such we now see that a trade war is in effect between our friends in Canada and that place where idiots reside (a place between Canada and Mexico) and it is time that we openly support our brethren (sisters too) in Canada. 

And as the Guardian is also giving us ‘The lesson from Canada’s collapsed trade talks with the US: negotiation may be futile’ where we see “Breakdown shows Washington now prioritises its own interests over any semblance of shared economic ground”, which is weird as I have stated this for some time and the actions of ‘America First’ gives that same notion and the forced attempts of annexing Canada, Greenland, Venezuela and recently the claim ‘Trump says he views strait of Hormuz as ‘American territory’’ (source: the Guardian) almost 3 days ago, I’ll say that the setting of America First has taken a massive turn for the worse. And I say it is time for the leaders of the Commonwealth to come out clearly and loudly saying that they support Prime Minister Carney in every way possible. I saw options to put the screws onto President Trump by all the Commonwealth parties switching from the United States to Canada for delivery for as much as possible and if booze is so under attack through Canada (with almost 35 million people) consider what the Commonwealth could do with 2.7 billion and optional support of the EU, if we all cancel whatever booze contracts we have, the United States loses its alcohol empire, or merely sell it to the United States, which won’t hold up for long at present. And that is merely the beginning because other news (unconfirmed) is that places like Disney is in trouble. There were reports that Disney raised prices on several settings for the second time and people were ‘complaining’ that food is becoming too expensive, there were mentions that the tourists were bringing their own food and Disney had also shedded staff members and we see “Disney is executing multiple waves of layoffs in 2026, cutting hundreds to thousands of roles across major divisions like Marvel, Pixar, ESPN, and Lucasfilm as part of an ongoing cost-containment strategy” (source: Fox 4 Dallas) which implies that as tourism is in danger in the United States, things are considerably worse then I thought. The so called ‘everything is honky dory’ is a little less secure. As such the bullying tactic of President Trump makes a lot more sense now. I made several reports on the United States being almost broke and now I see that this is closer to the mark then even I considered. So when we see the quote in the Guardian “Jamieson Greer, the US trade representative, has said the US was compelled to act after a year of retaliatory measures by Canada. He told Fox & Friends Weekend: “We’ve said enough and so we’ve taken counter-measures. Our interest is in protecting American workers and protecting American supply chains.” Dan Kelly, president of the Canadian Federation of Independent Business, estimated that 40% of small Canadian exporters will be directly hit by the US tariffs, and that nearly one-third expect their revenues will drop by 50% or more as a result.” And whilst this dumbo named Greer keeps on making mention of ‘retaliatory measures’ can we please clearly define his BS by repeating that they started calling Canada the 51st state again and again and the Canadians were fed up with this and decided to shun American booze and goods. And as a Commonwealthian I fully support their actions and I believe it is mandatory for all Commonwealthians to come together and support Canada in any way we can, assistance from the EU would be appreciated in this. I think they have had enough of the bully in the White House and as such they might consider the very same settings I have considered. As tourism dies down, the economic impact on the United States goes from bad to worse. Still there is more, Al Jazeera (at https://www.aljazeera.com/news/liveblog/2026/8/22/iran-war-live-trump-says-tehran-not-ready-to-make-right-deal-to-end-war) gives us ‘Tehran says US sanctions ‘declaration of war’ on all nations’ where we see “US Energy Secretary Chris Wright has hailed the US’s oil and gas production as global energy remains strained due to disruptions in the Strait of Hormuz. “American oil and gas workers have driven production to an all-time high, making the US the world’s largest producer of oil and natural gas,” said Wright in a post on X. Earlier, Wright also claimed the US military helped ship more than 15 million barrels of oil and other products out of the Strait of Hormuz on Tuesday this week.” Why is this important? Because the United States was reliant on ‘cheap oil from the Middle East to offset the sales and now the United States needs this oil a lot more than ever before, as such the oil revenue is down. This American Administration is all about the good news, not the counter balance of these events and that only strengthens the others to support Canada in these times. And whilst the Irish times (at https://www.irishtimes.com/world/canada/2026/08/23/we-got-attacked-canada-to-retaliate-after-trump-imposes-50-tariffs/) gives us ‘‘We got attacked’: Canada to retaliate after Trump imposes 50% tariffs’ with the text “Canada will impose tariffs on some US goods in retaliation for 50 per cent ‌levies on Canadian products, prime minister Mark Carney said on Saturday, after trade talks collapsed between the two neighbours.

The “dollar for dollar” tariffs on imports of US steel, electronics and other products, to take effect on September 8th, mark a further worsening of relations between the long-time allies and major trading partners. The two countries failed to reach a trade deal late on Friday, with each side blaming the other for derailing three days of intensive negotiations. The breakdown complicates the future of a US-Mexico-Canada free-trade pact.” As well as “Carney is one of the few global leaders to retaliate against US tariffs ‌and has pledged to forge new trade and military alliances, despite Canada’s dependence on the United States for nearly 70 per cent of its exports.

US trade representative Jamieson Greer called the breakdown “a missed opportunity for Canada to partner with the United States,” saying no new talks were planned with Canada.

“We’re moving forward with measures that respond to Canadian retaliation,” Greer told Fox News. “They’ve always had the best deal, and they still would have an even better deal, but they didn’t want that.”” I personally believe that Jamieson Greer is the kind of person we all need to take under a magnifying glass after President Trump loses the midterms and those who went along with this charade (like Ambassador Pete Hoekstra) and in all this, I reckon that the State Department of the United States will have a sweet time getting anyone to trust them in the near future. But all this seems to point towards the biggest default in human history, because when this comes to blows, whomever trusted this president to put money in a debt that is not seeing any resolution will likely lose that money and there is a chance that they had it insured (like the setting they had in 2004) but that implies that insurance firms will lose whatever they had and this also implies that the United States is a very unwelcoming place for a long time. But not to fret, there is still the EU, Saudi Arabia, UAE, Japan and a few other places, so there are options for plenty of people and whilst the United States lose more and more, we could also redirect advertising, because that market is generating over $1 trillion a year, but in that new setting, what were the big winners named Alphabet (Google), Meta, and Amazon capture over half of all global advertising spend is now going to new places. It could still involve them but now from the Commonwealth and the EU, likely taxed to a far degree, as such I saw markets that the United States could lose, in the size setting of $300,000,000 to $450,000,000 per year, as such the United States will amazingly likely not be able to pay next year interest. And should these players allow China to inter their settings, the damage merely increases for the United States. 

So I started this with an expression “If his lips are moving, he is lying” And what gives me that setting? Well, over 100 general assertions that the U.S. defeated Iran, at least 38 claims that a final deal or resolution was imminent, and numerous intermittent assertions that the military phase ended within the initial hours or weeks of the engagement gives me the first right and the press has not been setting that premise correctly, merely sitting on the sidelines, trying to cash in on the digital dollars and that is about to go sideways in a few ways. Still, there is an option where I am wrong, but I don’t think so, the news is getting out more and more and the parties who should have intervened never did, as such there are several sides ‘overlooked’ and that is where I push the buttons, so think of this what you will and feel free to disagree with me, but wasn’t the fact that the US is so set on their booze getting imported into Canada, whilst placing limitations on Canada’s sovereign right to pursue and sign trade agreements with other international countries wasn’t a decent giveaway? When things are that outspoken, there is decent evidence that the United States is broke beyond belief and the last round bell sounded a few days ago. But that is merely my view on the matter. Have a great day and I wish Canadians all the strength that they can muster in these hard times.

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August 20, 2026 · 23:58

Where is the win?

That is where I find myself. Apart from some noise that I am getting that I am an ‘alarmist’, which is fair. People do not see what I see and they are (massively) over the moon that everything will be OK with the US of A. I do not share that vision, but it is fair that they have their views. I get the alarmist setting, yet I feel that I am correct. So when the debts get any bigger, what do you think will happen? The USA has not been able to keep any budget and that was before the interest payments had become this high. On October 4th 2021 I wrote “Utter Insanity” (at https://lawlordtobe.com/2021/10/04/utter-insanity/) where I iterated that the debt was 17 trillion in 2013, America more than doubled that in a decade. It is now 40 trillion, the interest as I see it also doubled and that is the killer in all this. So whilst people think that I am an alarmist regarding the Civil War. What do you think will happen as the interest gnaws on whatever the USA falls in revenue each year. In fiscal year 2025, the U.S. federal government collected $5.26 trillion in total revenue. Now consider that 22% of all that revenue goes to paying the interest of the debt. And they cannot budget at present (or for the last decade), so the debt is only getting worse. So (to be safe) as per October 2026 the budgets will need to be set back by at least 30%, one third less for infrastructure, 30% less for social services and 30% less for whatever payments are going out. It will decrease the USA into a third world nation as I see it. And as I see it, this administration is only making it worse, because as others are rejecting ‘these American values’ (Tariffs for one) there is highly likely an uprising on its way, because Americans don’t have a real luxury sandwich at present and it will get worse. A lot worse. So as I personally see it, it is a civil war in the making and as we see the news on so many issues (the reflecting pool as one example) a setting that gives an estimated $16 million and that is before all the repairs are done. So if people lose 30% of what they were able to collect and these issues keep on coming up, the resentment and animosity are merely increasing. Then we get the price of gas and a few other things, so the people are losing what they had and prices are higher overall. And this is on this administration. So the purview of a incoming civil war in not without foreseen cause. Do I like it? No, I don’t but unlike the media, I merely care about the facts and all this is adding up to a sliding ramp straight down into an abyss. 

And the rejection of other nations on what this administration has done is very real and the entire Iran setting is pushing all the other nations too and they are all looking for a safe way out, because America is no longer a trustworthy partner, especially as North Korea is heralded as whatever they want to call this. So then we see the False AI up to all kinds of settings and we could blame all kinds of people in all this, but the reality is that what is called AI is merely fake AI and there are more and more voices (and a lot higher educated than me) calling what some call as AI as unreal and fake. So this ‘golden age’ will be at least a decade away, but I think it is more like 2 decades. All whilst Microsoft reported that over 80% of Fortune 500 companies use active AI agents and expecting widespread industry adoption to reach 1.3 billion agents globally by 2028. Really? Where will they get the power? At present the USA is facing brownouts. The US statistics reported that over 12 months one in four households faces a brownout. So where is the energy coming from, because these servers require massive amounts of energy. So when you see these elements of revenue, energy and abilities all whilst reduced manpower is required. So as we are given “AI agents are increasingly linked to corporate job cuts, and in a recent viral experiment, an AI agent manager even recommended firing a human worker.” Yet this is not the end of the story, there is also a backlash “Studies show a high rate of employer regret after cutting staff for AI, with many companies lacking ready systems or rehiring humans later under different titles” as such there are several issues from this setting. The costings that these firms had on less costs, is now becoming a more troubled setting because their costs are becoming a lot higher. This implies (I am very driven to imply here) that people are hired at less pay, and I get that this is the setting they face, but that also makes the cost of living a lot higher and a less rewarding life comes from that. How far this implicated life gets to is anyones guess and I reckon that this will change the lifestyle of many people, fueling distrust and discomfort on that setting. As I see it, the USA will face a serious chance in life styles. What was ‘advertised’ in life style magazines in 2023 will no longer be a reality, not for at least a decade for most people and that fuels the resentment and optionally louder shouts towards what I call a ‘civil war’ and there is corroborating evidence to that. “Nearly 46% to 62% of U.S. households (representing roughly 90 million adults) struggle to make ends meet and cover basic expenses like housing, food, and healthcare. This financial strain extends well past traditional poverty definitions, deeply impacting the American middle class” (source: Brookings), so is my view on this impending civil war so far fetched? These 90 million are likely to double when the 30% limits are pressed on nearly everyone, optionally as early as Quarter 2 2027. So as these facts rolled over my eyelids, I saw the puzzles are they became interconnected. Which I described as connected clusters, what some call cliquing, a subset of clusters where every single cluster is directly connected to every other cluster in the collection. There is no real science for this, but anyone in Market Research, Data Analyses and Data Parsing can recognise this effect and issues like gas prices and grocery prices will hit all these clusters at the same time. So when we get that, and we get that tourism goes out of the USA (for reasons will written a few times over) and others are also trying to make ends meet and that resolves around more and more competition and as the debt is strangling the resources this will be making matters worse. 

You merely need to see the different sides on that same stage but for different countries and you see that things are not looking good for the USA. So as I see it, there is no win, not for anyone and whilst the Guardian was giving us “Donald Trump amassed an unprecedented financial windfall during his return to the White House, reporting over $2.2 billion in revenue in 2025 alone, more than triple his earnings from the previous year. The vast majority of these personal financial gains stemmed from cryptocurrency ventures, digital assets, and branded merchandise, drawing severe criticism and ethics concerns from watchdogs and lawmakers regarding conflicts of interest”, so when you see this and the rest of the population minus perhaps 50,000 and they all lose 30% of what they were entitled to and whilst infrastructure will collapse in several places, resentment will grow. How far it will grow is anyones guess. But I feel decently certain that crime statistics will spike soon enough and that will give another resentment, because at 30% less, there will be less police, less first responders as well and as I see it, it will be bad news on top of bad news on top of bad news. So I think I showed here a few part of what I saw all along. But I feel it was essential to do this. I don’t mind being called an alarmist, it might be fair, but I saw data that merely gave me this inkling of a possible reality. 

Time will tell if I was right or wrong, but the larger picture is that the media never got to this point. Why not? Were they not supposed to inform us of the dangers that were coming our way? Because these negative points might impact Americans first, but we are all headed for more stringent settings. The EU and the commonwealth as well. I merely need to find a way out anywhere where I could make a decent penny. Have a great day all and try to enjoy a nice cup of coffee today.

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August 20, 2026 · 10:11

The outstanding question

That is where I man at present. And there is little evidence at present. Trump sycophants are hiding the truth from all of us. And we need to be careful, not for their sake, but for ours. When this comes to blow and it will, whatever we put in place now is going to be elementary in our survival ad I am not making some grand gesture or some empty veiled threat. This is due on us all. To set out survival in better terms The Commonwealth nations need to stand with Canada, it is a first setting and this might already be happening, but it is not an outspoken setting. The people need to know that we all stand with Canada. To set this in some reality you might understand. Some professor in Chicago stated “The United States is heading towards the greatest political defeat in Iran in history” he compared the setting in Iran towards the setting that Lyndon Johnson faced in Vietnam. The ramifications will be on all of us. But there is a way out. You see, when the Commonwealth nations, the EU and the gulf states combine forces we are decently isolated from the implosion that will come to the United States. I have said this before several time over the last decade. But this is not enough, there is a question that both the Commonwealth and the EU must entertain. A the EU is likely having to deal with Russian elements and Canada with the United States, we need extra insulation and it is my believe that China will be a strong insulator. Their technology and innovation will find its way (and to some degree already is to the Gulf States) but to ad the EU and the Commonwealth is a primary setting. So whilst the United States, Russia and Iran fight out what their best chances are, they can get to each others throats. I reckon that in this state Russia might now attack the United States as it needs a victory to hold over its people and the apple of the United States will be the sweetest victory, it is totally hollow but that is what it might take. 

So whilst the United States is burdened with $40,000,000,000,000 debt and an annual interest of over a trillion dollars, the United States will end up having less and less year after year and when the money is gone and when the social services it did have are depleted we will see a civil war erupt na dit will not be photographed by Kirsten Dunst. I reckon that the billionaires in the United States will evade towards Monaco and the UAE, but that is a mere presumption in this. These original captains of industry will walk away and optionally set their new headquarters in both the EU and the UAE. They all sever ties with the United States and will offer jobs in these two locations to the chosen few. At that point it will become a open shooting range Americans in Mexico and that wall was meant to keep people out, not in, so it will be a decent folly to see how that wall will matter. In the north, Canada will see an incursion of all kind of Americans and some will be granted access, but they will be few, the rest will end up fending for itself in the US of A. America was always heading for this, but as I see it President Trump escalated this by a lot. So, soon we will see the media taking a break from click baiting and giving us the real deal, but as I see it, it is already too late. So whilst Saudi Arabia and the UAE will see their media empires grown into the EU and Commonwealth more revenue will be lost to the USA. So whilst some give that there is a twinkle of hope, I actually do not see it. The American media was all about streaming membership and whilst some might have considered that, 2027 is when this ends and whilst these people would now thrown whatever it had to physical media (Disney, Amazon prime and to a lesser degree Netflix) there is a larger audience reacting that setting and there is an opening for the Streaming gulf states. This is a mere fraction, but the entire bill that is the United States is set towards fractions and whilst by themselves they seem small these fractions have intersections pulling others into this mess and overall it becomes a massive bill no longer being received from any of them. I used to say “Clusters are nice until they unite though other means”, it is a set of data and market research settings that only seemingly makes sense to people in that quarter. And we are about to see how that equates to real life (as I personally see it). So whilst I had an idea of what President Trump was aiming for when I sort of quoted “In confusion there is profit”, the opposing setting is that outspoken alliances are the way to stop this and as a Commonwealthian I say stand with Canada now, and outspoken so. Just as we took the voice to support Greenland. So as we show that we deny the United States anything they have no business in owning, we also reject the Russian grounds we see evolve and stand by the Ukraine in all this. With the Gulf States we are over 50% of the population and it stand to reason (for several reasons) to stand shoulder to shoulder with China, but that is a personal view I reckon that the Commonwealth and the EU needs to see where they go. Yet as I see it, China offers insulation for the USA and Russia all at the same time. So whilst the USA is getting chummy with North Korea, they will seen see that North Korea only cares for North Korea, as such the United States is likely to become a target for the newly grouped Russian puppets, but that is merely my view and I could be wrong. 

But overall, I have been right a whole lot more than I was wrong and I have over 4100 articles in this blog stating these views, I have corroborating evidence. 

So the outstanding question becomes where do you stand? I get that you might stand with the United States, just be clear on what that future has in mind and whilst more and more see that the ‘Golden age of AI’ is not coming any day soon, no matter what they say. You need to see where you might want to consider your path to personal happiness takes you, because that is still the number one setting we all adhere to. You see, that golden age comes with costs “The economic costs of artificial intelligence encompass massive infrastructure investments, soaring energy demands, and complex labor market shifts where running specialized AI agents can rival or exceed the cost of human work” and as I see it, the United States can no longer afford to foot that bill. So whilst we see “Microsoft projects global enterprise deployment figures to scale toward 1.3 billion agents” and now the small realistic setting, What happens when the power issues erupt? Because that is merely a year away and these agents cannot work without power and a person can mildly survive without a fan and a fridge. Did anyone consider that? So how many servers does it take to ‘fuel’ 1,300,000,000 AI agents? So when the brownout comes where does that revenue end? So as we see that localized power disruptions and blackouts affect tens of millions of Americans annually. What happens then? So, as the U.S. Census Bureau show that roughly 1 in 4 households gets a brownout every 12 months. What happens when your power requirements aren’t met? Wouldn’t a salesperson or a customer care person have been a better way? All these clustered settings and they meet in several ways and now the drop in revenue come very real and still, every year the over 1 trillion in interest payments are due. 

So you tell me, why didn’t the media give you this? Because there are plenty of people more clever than me, so why didn’t they inform you? I know of a few people who did, but I got there earlier. So, what stopped them? Have a great day all. I am on route to kill me a few Uruk Hai culprits this morning.

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August 17, 2026 · 10:32

Looking back in anger

This is where I am now and I am livid. So whilst the CBC gives us (at https://www.cbc.ca/news/politics/canada-trump-tariffs-trade-deal-negotiation-sectoral-relief-lumber-auto-steel-9.7309039) the story of ‘Negotiators fear U.S. tariffs will be imposed, as provinces and Washington dig in on demands’ where the setting is dictated by “United States Trade Representative Jamieson Greer said there are ‘a lot of issues’ with Canada, after being asked by a CBC reporter if there were particular areas the two countries couldn’t find agreement on. Greer said that for the U.S., the current situation ‘is not a trade war,’ but if a country retaliates, ‘we’re obviously not going to tolerate that” in me there was laughter and anger ‘Retaliate’ is not the proper word that orange person in the White House (sometimes) called ‘the Pimp of the United States’ needs an education on keeping his mouth shut. Canada will not now, not ever be regarded as the 51st state and for the other settings. I think it is nice of Canada take a page from Disney business. Should the setting of dairy products be pushed, it will be in the Disney terms that they have pushed settings. The United States will produce all goods and services on THEIR dime the means stocking and removing the dairy products. So when Jamieson Greer learns the hard way that Canadians have had enough of goods from the united states and they are left on the shelves, within two weeks they will reconsider their stupidity. In the meantime the US Alcohol is still in a setting that these diners need to come at a much cheaper price, because they take up shelf space and that costs too and when the people are not buying it, the second phase starts. So in this case I call on Jonathan Reynolds (United Kingdom), Don Farrell (Australia), Cameron Brewer (New Zealand), Piyush Goyal (India) and Jam Kamal Khan (Pakistan) with the urgent request that they talk to Canada (Mélanie Joly/Mark Carney) to see what goods can they take off the list of the United States and hand these options to Canada. It will not cover all goods and it is likely a mere trickle, but after that have the same conversation with the EU and after that the Gulf States and optionally China, but I reckon it would be possible to get over 80% transferred. This is what an angry person does and Jamieson Greer forgot about that. I reckon the air force never taught that flyboy that lesson in the JAG corps, but not to worry. I know several people who read the Prince (Niccolo Machiavelli) and the Art of War (Sun Tzu), as such they can figure out what I am up to. You see, the United States has a debt now surpassing $40,000,000,000,000 as such the interest due every year is now surpassing $1,500,000,000,000. And you don’t want to play golf in a china shop, the stock doesn’t last long and in this case it will last less and less time. So whilst the American Administration is wondering where that golden horned calf named AI is, they learn the hard way that there is no reprieve until at least 2035 and when that becomes an actual revenue stream it is already too late for the United States. 

And in all this, the freedom of speech (and expression), lives in the Commonwealth and as such we can reject the goods and services from the United States, it is our right. And I can suggest whatever I can to enforce the wellbeing of Canada, which might not be something Jamieson Greer likes, but I am not American, as such I don’t give a hoot for his likes and dislikes.

As such (I am decently certain minister Li Lecheng will applaud my action and optionally President Xi Jinping as well). This is a simple setting to cut down to size and I am happy to do so, because I am a Commonwealthian, so I will have the back of Canada whenever possible (except in Cricket, then I support Australia) We all have our priorities and whilst I prefer NHL (Toronto Maple Leafs) as such I say “No grit, no grind, no greatness” and I reckon the United States are about to learn this lesson the hard way, because if we get over 90% saved and Canada rejects any offer for water and energy the United States becomes a disaster area, one that they made themselves. 

So whilst I am feeling good as I come to the defence and in support of Canada. Jamieson Greer better learn the lesson he was unable to learn in the Air Force (a presumption he learned something there) that the Commonwealth holds a population of 2.5 billion and as I see it, there are 1.9 billion muslims not to happy with the United States either, that gives un now more than 50% of the planet who is now tainted with anti-US feelings and I know just how to direct that and I have chosen the goods and services that will no longer bear the seal of the United States. So how is the debt coming along Mr President? And when the European Union is setting the field to data sovereignty the options for Microsoft, Amazon, IBM and Google will also take a dive. I cannot predict how much, but it will be in the billions as such another avenue for paying interest bills will fall away. So whilst we see that the CBC has a few issues with the story they brought, it was not up to them as I see it, so they get a pass. As for cars? I have no real idea, but Canada can levy as much tariff as they can, counter the Trump levy and Canada has cars, optionally better suited for Canadian weather and the USA? They can rely in Colorado on Texas built cars and see how they get through winter. I merely addressed a few settings and I already addressed the weapons setting a few months ago for the UAE and Saudi Arabia. More money in their own coffers and optionally rejecting whatever US weapon manufacturers brought to the table. There is only so much I can do, but I reckon I have done enough to give Canada a few ideas and optionally other Commonwealth nations as well. So whilst some a Chinese danger. I think that the bad press that Trump gave them is showing now that players like Huawei has enough to bring to the table to warrant a setting to consider. 

Have a great day. Hopefully in 15 hours I will be a little less angry.

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August 14, 2026 · 04:52

The nameless price of tariff 

That is the setting as I see it, beside the economic sides that apparently tariff never ever work in your favour, unless you have something the others do not, it is doomed for failure. So when I took notice of CBC’s ‘LeBlanc, U.S. counterpart meeting again after Canada displeased with latest tariff offer’ (at https://www.cbc.ca/news/politics/trade-tariff-talks-canada-us-canada-dominic-leblanc-jamieson-greer-9.7305811) where we see “The two sides have ramped up discussions since Trump threatened to impose 50 per cent duties on hundreds of Canadian goods, on top of sectoral tariffs already in place. Those tariffs are slated to come into effect Aug. 19.” And it makes me wonder if Canada really needs the United States. In my (massively limited) economic knowledge there is another side to all this. Could Canada switch what the United States need by selling that to other Commonwealth Nations, with optional sides sold to the EU and Japan? And add to that to deny the United States access to power and water? Because that is the mess that the United States is calling over themselves. Consider what mess the United States gets when power is denied to New York State, Minnesota and Michigan when it runs out of power before August 31st. What will the United States do then? And it is not the first time we hear that, because Premier of Ontario Doug Ford gave that option in March 2025 and perhaps he has the right notion, so whilst power is either shutdown or tariffed at 50% (I am of the mind that it should get an additional 50% surcharge on the 50% return tariff making it 75%) I reckon that the population of the United States will not be happy with their power prices getting close to doubled and I reckon that winter in the United States will massively suck at that point.

But these are not all the marbles as I see them. You see, FirstPost gave us mere hours ago ‘US flags India, EU, Canada among 40+ countries at risk of helping China evade Trump’s tariffs’ where we see “The Trump administration has identified more than 40 economies as potential transshipment risks and plans to use artificial intelligence to detect goods allegedly rerouted through third countries to avoid US tariffs.” (at https://www.firstpost.com/world/us-flags-india-eu-canada-among-40-countries-at-risk-of-helping-china-evade-trumps-tariffs-14038042.html), so as I see it, was my idea to sell to each other whilst shipments to the United States are set to zero? Let them sort its out themselves. No power, no goods and no services, all whilst we are already stomping down on the Cloud Act. Implying that the United States could never survive becoming 100% self sufficient and whilst these MAGA buffoons are show a realistic view on what happens when their big beautiful bankruptcy comes calling. So whilst Argentina and Bangladesh are ramping up trade using the Chinese Yuan, more will follow and the end of the dollar as the one global currency, so as we see nations selecting bilateral trade and foreign reserves to bypass the U.S. dollar we see a pool of nations that are considering this too. So whilst American bankers are dead scared of this and trying all kinds of channels and YouTube influencers making waves through statements like “No, the Chinese yuan is not going to replace the U.S. dollar as the world’s primary reserve currency anytime soon” and here is the real news. Five nations are already doing this and whilst there is some truth in “China limits the free flow of money across its borders to maintain economic stability. Global central banks cannot hold large reserves of a currency that is not fully and freely convertible” it only takes one Beijing meeting to open that door to one central point like the European Central Bank and that would open up the Yuan to the 27 member nations (they would have to go through the European Central Bank) but that is the next phase to this caper and it is only one meeting away from becoming a reality and that is what Wall Street fears, because the dollar would get devaluated from a near one on one to the Euro, to a setting it faces when it becomes a yen setting where 185 dollars gets you one euro and the American administration did this to its own population. So is this realistic? 

Well, that is the question, because I raised this to a degree in my story which I wrote on December 17th 2025 in ‘The neighbors have coffee’ (at https://lawlordtobe.com/2025/12/17/the-neighbors-have-coffee/) and you’ll have to read between the lines to see this. So as I see it, the United States is making the most serious enemies out there and Canada will be given options, because we like the economic splendour of Mark Carney (a bank governor turned Prime Minister) a lot more than we do the bully of the White House. And nations are voicing this much more clearly now. So when we consider the FirstPost setting of “Navarro said the White House is working with US Customs and Border Protection on an AI-enabled system designed to identify potentially rerouted shipments. The proposed technology would analyse information including shipping records, cargo routes and historical routing patterns to determine whether goods entering the US may have been transshipped.” And the hidden setting applies here. There is no AI, there is mere Machine Language and it is powerful, but it requires data and when others start evading the United States and merely deal with others, that system becomes useless almost immediately. We have no need to supply shipment papers to someone we’re not shipping to. That is the flaw in their thinking. That is the other side of transshipping, it allows for shipping to another nation all together. So, whilst harbour locations lose revenue and incomes, power is redirected to other locations, that formerly know as a big beautiful country is now becoming hollow, empty and that leaves Wall Street with nothing and a massively devaluated dollar. 

That is the setting some fought against, but there came to President of the United States opening his mouth again and the world seemingly has had enough. And I get that this is mere the darkest nightmare in doom speak, but consider how many of these points are out there? What is to happen when some of these people actually start what they considered in the past? What happens when the Commonwealth selects its brother (Canada) over the United States? We always relied on the United States when it was there, but we can no longer do that. It has a debt of 40 trillion now, it has a depleted and warped sense of military power and while we take these two in consideration, the United States with its BS tariff setting in now no longer the preferred ‘friend’ because that is what they are, a not so welcome acquaintance at a dinner party. That guest sitting down in any place is then regarded the loser table. And that is the reality of it all. The United States are no longer the highly regarded party in any given stage, Canada is and several nations see that. 

So whilst we see (in the CBC article) “The Americans are also seeking a deal that would see preferential access to Canadian critical minerals and which covers security and energy, the sources said.” They gave away their achilles heel. They need the critical minerals and energy, which is exactly what we can deny them. Their mention of security is merely a dose of Sweet ’n Low, but that is also the dangerous setting because the sweeteners of the United States are set to potential health concerns for Canada. And whilst we consider that Doug Ford is open to put American booze back on the shelf, he knows that this is merely an empty gesture, because Canadians no longer accept this as an option. So it stays on the shelf, never to be sold. 

A small but important distinction, so as we tally (a skill some American business lost, for that see yesterday’s article) the results. We need to consider that treating the United States as the pariah (a setting they used on China in 2018) is starting to take shape we also see ABC News giving us ‘100,000 sign petition to declare US ambassador to Canada persona non grata’ which is another step towards isolation. My darkest nightmare doesn’t sound so implausible anymore, does it?

Have a great day today and especially to our brothers and sisters in Canada.

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August 8, 2026 · 20:14

Should speculation become presumption

This is why is at stake, but not for me, it is clear that I am merely speculator. However others could have a presumptuous setting. It was given to us through Ekathimirini (at https://www.ekathimerini.com/politics/foreign-policy/1311965/greece-shifts-saudi-patriot-mission-to-monthly-review/) where we see ‘Greece shifts Saudi Patriot mission to monthly review’ with the text “Greece has changed the extension of its military mission in Saudi Arabia from an annual to a monthly basis, reflecting what officials describe as the rapidly changing geopolitical situation in the region. The Greek Armed Forces’ Patriot air defense battery has been deployed in Yanbu, a Red Sea port city in western Saudi Arabia, since 2021 under a bilateral defense agreement.” You see, there are 2-3 settings. The first one is that the United States only have (according to some) the United States currently has an estimated 759 to 827 Patriot missile interceptors remaining in its active stockpile. And when we consider that “Manufacturers produce fewer than 1,000 interceptors per year, creating intense international competition for supply between Middle Eastern allies, European partners, and Ukraine.” All whilst the current settings (according to some) that at least 1,200 to 1,400 Patriot missile interceptors have been fired by the U.S. and its regional allies in defense against Iranian missile and drone attacks during the ongoing conflict. As such in 6 months the patriot depletion has been set to merely a 3 months stockpile left. And that is not good for the United States. As such there is a chance that it is ‘pressuring’ all other NATO members to hand over its patriot missiles (possible buy them) so the setting of “The Greek Patriot battery helps protect critical infrastructure in Yanbu, including facilities linked to the kingdom’s East-West oil pipeline. The pipeline carries about 60% of Saudi Arabia’s oil from the Persian Gulf to international markets, while the area also has major refineries.” So the other setting is that Greek politicians are trying to stay out of the Iranian setting and it is nice to show yourself as an optional savior for the Kingdom of Saudi Arabia, until there is an actual pressure point appearing, then setting becomes hard for politicians to face. That is how it usually goes. The third one is almost like the other two but it is the EU/NATO that pulled the strings and the depleted US patriot missiles are likely the setting stage, especially as more and more EU nations are convinced that they are heading for a war with Russia. At that point they will need all the patriot missiles they can lay their hands on. As I see it, the EU/USA/NATO will sell the Kingdom of Saudi Arabia down the river instantly for mere self preservation. 

As I stated it, my side is merely speculation, it requires someone with political and military gravitas to either debunk my setting or optionally hand over the presumption that will raise my levels of speculation. And in all of this the Greek settings and the critical infrastructure of Yanbu are on the line. Bit what is actually happening and the setting of “its military mission in Saudi Arabia from an annual to a monthly basis” yet, as I do not see the missing part “increasing the mission” is why I got to the setting of the three scenarios I am currently banking on. In an age where we are so upset about doing the right thing, too many are avoiding the needs of the Kingdom of Saudi Arabia and the UAE in all this. Which is why I gave them my military IP. I believe in doing the right thing, especially against the terrorist state of Iran. 

So have a great day and if you think that my speculation is pure BS, I accept that, but too much has passed in the last week to not set the speculative setting I am giving you.

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July 25, 2026 · 00:42

Optional name calling

That is what has been going through my head, you see, as the BBC (at https://www.bbc.com/news/articles/cvgj61j6l08o) gives us ‘US hits dozens of countries with new wave of tariffs’ where we as nations are starting to call names, and in that setting of name calling, we get a new stage. America has lost whatever allies he thought he might still have. Now, as I see it, America stands alone for the foreseeable future. So as we are given “The US has imposed new tariffs on 60 trading partners in the latest escalation in the trade war reignited by US President Donald Trump when he returned to office last year. Those targeted, including the UK, China and the European Union, will face a tariff of 10% to 12.5% on all goods, accounting for almost all American imports.” As such the kid in me (the one calling other names) wants to find a solution for this and leaving the United States out of this seems prudent. Can we sell to other commonwealth nations? So can we give the United States a bonus tariff twice as much? So any product coming into our nation will get 30% tariff, and we given other nations exporting to us 0% tariff (if applicable) in that same trend places like Canada and the EU importing Australian goods get 0% tariff, same for their stuff getting here. I reckon that America will fave a implosion of non-commerce soon enough. There is nothing wrong with the idea of suspending all goods from Kraft and preferring Italian goods over Kraft. Same for Heinz and whatever else comes from the United States. I bet that there are leagues of Canadian and EU goods that could replace other goods that are (for now) coming from America. I reckon that it merely takes 90-120 days for the United States to ring every alarm bell they can find, because this will also implode Wall Street, when brands like Cisco Systems Inc finds themself part of the tariff settings and when its EU competitor gets the bulk of the jobs that were for Cisco, what do you think will happen when ASUS gets these jobs? Because that is a larger playing field. When goods from the United States are rejected, the goal will be to push long term brands out and when they go anything could happen. Will it be easy? Nope, but could it be done? That is the setting that the American Administration is seemingly overlooking. And not going into a ‘lets talk about this’, but a direct rejection of these options. In the same trend that several European nations are now rejecting Microsoft, what happens when that rejection becomes global? Other brands could now see the rejection lights come into view for themselves, because there is every chance that places in the EU and the Commonwealth see opportunity rise, because they were held back by the competitiveness from the United States, when that falls away nearly anything becomes possible. I reckon that Dell will love that idea (and Ireland just as much so). 

So whilst we are given ““Today’s action will begin to correct what is both a human rights abuse and distortive trade practice to improve the welfare of workers everywhere,” US Trade Representative Jamieson Greer said. The new duties apply to the top 60 US trade partners covering 99.4% of US imports, the Office of the US Trade Representative said.” So whilst that amounts to 99.4% of the US imports, how much of the US Export is set towards these same 60 nations? So whilst we see ‘validation’ through “Asked about the forced labour justification, she said: “I think they were looking for a legal reason to put the tariffs in and that they can maintain them because their goals and Greer has been very clear about this, as has Trump, is about the trade deficit and it is about US manufacturing, it is not about forced labour.”” You see, we are also given “Australia’s total annual imports from the US reach approximately US$60.9 billion” so how much of that could be gotten from the other Commonwealth nations, the EU and China? And set up a system where these 60 nations are given those same settings. As such as these nations could instead of exporting to the United States export the same materials to other nations when they reject all the US exports to their nations. I am not saying it is simple, or even feasible, but the United States exported a record $3.43 trillion worth of total goods and services in 2025. So when we dampen that by at least 50%, I reckon that the old days with people jumping to their death on Wall Street might return. And after that, the United States gets to see what that also brings, because when $1-$2 trillion dollars is likely to keep many people in the United States employed, when that falls away they have another nightmare scenario to content with and they already have a few of these running all over the lawns in Washington DC and optional at Wall Street too. 

As I see it, we need to become a lot more proactive in stopping that insane asylum called White House. And as I saw a term called “Pimp of the United States”, I wonder who they meant, because I merely saw the term, not sure where it was coming from. But in this light it might get another settings too.

So whilst we are reshuffling trade agreements, I reckon that China will see opportunity to hand the United States much less good news, optionally the EU nations and the Commonwealth nations too. So consider this simple setting, Pakistan exports a wide range of goods totaling over $36 billion annually, led heavily by textiles, house linens, and rice. Major buyers include the United States, China, Germany, and the United Kingdom. So what happens when the United States is removed and they get Canada and Australia and a few EU nations to replace the United States? Pakistan is hit with 10% tariff, what happens when they can replace United States with these alternative destinations? How many will need to consider this to see what happens to the United States when places like Walmart end up having empty shelves? Just saying, that game can be played by more countries and what happens when Saudi Arabia and the UAE (both 12.5 percent nations) get the same options? How many more nations need to consider this before Jamieson Greer as the Trade representative can inform President Trump that he has a new nightmare coming his way? And I reckon that these 60 nations will add some numbers, I looked at three nations and I got $36B + $26B + $31B giving us $93B. I reckon that we cannot get 100%, but even if we get a mere 70%, it will add to the incoming nightmare into Washington DC pretty quick and it is the setting we cannot see, because if the Commonwealth, EU and China can create a setting to get our needs met, there is a larger setting that the United States will end up getting isolated in the process and that is a bad place to be, especially with their negative settings in their economy at present. 

I reckon that doing this is a lot more productive than some people resorting to name calling, but that is merely my point of view. Oh, and what happens when people are introduced to Canadian, EU and UAE/KSA movies and TV series? Did anyone see the premise of that, because I have been irritated to no end of American streamers denying other parts of the world these series, because there is a benefit of withholding these series. So whilst Disney is hedging on the setting that these people will resort to Disney plus. But what happens when the opposite is achieved? What cost will they face then? I get that streamers want an advantage and they should use that, like perhaps a year, but what happens when people have had enough? If I feel this now, I am 100% certain that at least 2-3 dozen people feel that same way. And It should not be a forced buy from Amazon either. It feels like a repetition of movies in the 90’s. I am not sure it is a valid comparison, but that is what it feels to me and as I see it, there is plenty to consider from outside of Hollywood. But are these makers considered? Just writing my thoughts out loud (without resorting to capitals), so you all have a great day and consider what I wrote here, I reckon that several of them might see the light and as my mother was originally born in Argentina and lived in Uruguay (Montevideo), there might be some cultural needs too. I wonder who else has a connection to some of these 60 nations. Because culture is a strong handle to have in all of this. Which makes me wonder, when was the last time I had Dulce de Membrillo? Together with a lovely Dutch Cheese (Edam) is quite the treat and I haven’t had that in decades, perhaps even half a century. So what else can we get in the near future in a supermarket near us?

Write to you all later.

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July 2, 2026 · 10:03

Pure Speculation

That needs to be said right from the start. It is  massively speculative, but the mind of greed driven American is essentially easy, their actions can be predicted, no predictive model required. The American corporation LinkedIn had seemingly driven itself in a hard sell. You see, they need data and with this administration they are considering that the bully tactics are seemingly working. You see every Thursday there is a roundup of your data and they have given that allegedly a twist. Apparently all data was lost, wiped or whatever they tend to call it. I reckon that some person there is giving the people the “our faulty AI had a glitch”, but I know that AI does not exist, it is all Deeper Machine Learning with additional LLM combined into predictive modeling.

My speculative version is that they will come with some “We fixed it in out premium setting. You know the first month is free, no cost to you”, but there is a glitch, you need to enter credit card details and that is what they are allegedly after. Data is power and Credit card details give them a lot of verifiable data, non refutable data and Yanks are hungry for data, especially as Europe and the Commonwealth are closing data taps. As I see it, these American corporations are seeing the end of their lifecycle and their existence is the balance, as such they need more verifiable data.

So could I be wrong?
Definitely, but the wiping of your result data can (as I personally see it) only defined by two options and optionally both options. The first one is that LinkedIn has enabled ghosting for some corporations that are ready to pay a premium plus subscription. They look at a person and then they wipe that data of their visit, optionally wiping a little too much, because one entry is hard to hide, but wiping the entire batch of data one account had at least 6 visits in the last week, but the recall only shows one visit and when you look at “Top companies your searchers work at” you get zero results, so that is an option. With 1156 all appearances in the last 7 days (-76%) and 1 search appearance (0%) in the last 7 days , so its own systems are already breaking each other alibi in the process.

I am more for the second setting, They are hungry for financial data and whilst the service is free in the first month, the moment they have these details they can combine and match that data to supermarket data, to retail data and a footprint is created. A predictive model of where the people are headed to. That is financial power, enabling the have’s to the have not people. This is a term from Dutch Journalist Luc Sala who gave us that in the 90s. And now we see that enablement in a much larger proportion. 

So in all I could be wrong and you can decide for yourself. Consider if you re a LinkedIn user if your data was ‘accidentally’ wiped and you left it to the side because you have more important things to worry about. In the end, I have my suspicions but let it be known just of the bat. I have no evidence, merely indicators and it is all pure speculation. But in the trend of freedom of speech I can put it here. I also believe in accountability, so I am giving the clear speculation vibe, because anything else needs evidence and whilst I have some evidence, sit might not be enough to cut the mustard and that needs to be known as well.

So have a great day today and consider that your autumn (November – April) could be spend in WaterWorld (Abu Dhabi) they just got another Guinness World book record in their name, they now have 55 slides and 15 other stages in their park (like the Al Raha River and the Bandit Bomber roller coaster) to name but two. You could make your neighbours jealous by coming back towards Christmas with a nice tan, did I mention that the UAE is a zero tax nation, the best place for getting the gifts at a massive discount.

Until next time.

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July 1, 2026 · 15:52

The way fences crumble

That was the setting that I saw, the Wall Street Journal gave an article (that I didn’t read because it was behind a paywall) where we are given ‘A Dispute Over Opening Hormuz Drives a Wedge Into U.S.-Saudi Relations’ where we are given “Trump threatened kingdom’s supply of drone and missile interceptors when it refused access to bases and airspace for Project Freedom.” That is all I have, but I do not need more. You see, one of the oldest expressions I know if is about mending ones fences and the entire setting that Saudi Arabia gets bullied because of their inability to adhere to (what some call) an illegal war is beyond stupid. You see, Saudi Arabia could ask the Ukraine to deliver 50-150 drones, that request could also be made from China, as such Saudi Arabia has options, but at present the United States is left with less and less options. As Saudi Arabia pulls out whatever they have economically in the United States, amounts up to an estimated $490 billion, with an expanded, long-term commitment expected to scale toward $1 trillion, the united States could now lose that and be left to dry. The bully approach from President Trump is costing the United States more and more. In addition, whatever rare earth mining options Saudi Arabia has could now be awarded to Australia and the EU, costing the United States billions more. So what does a person this stupid do in the Administration of the United States? I am willing to believe that his advisers put this forward, but I reckon that this might be a lose cannon setting, as I personally see it, a stage for the current President. In addition to all this, Saudi Arabia now has an option to demand the extraction of United States troops and Saudi Arabia asking China if they are willing to replace the United States as a preferred option. This enables Iran to vacate Saudi Arabia as a target, because they are unwilling to hurt China, it would be the last mistake they ever made. 

So whilst we mull over the setting that Saudi Arabia is facing with China as the up and coming preferred partner for defence, mining, construction and tourism, the chances of the United States making it with an intact budget to 2028 is getting rather small. And should President Trump now threaten Disney, Warner Brothers and Universal for whatever tourism gap comes, I have a few ideas that could spell a lot of bad news. In addition I am certain that China has its own version of entertainment in the works. Everyone is forgetting that Saudi Arabia has something that the United States desperately wants. So as we were given: 

“The US government is aggressively pressuring oil and gas companies to lower prices. President Donald Trump and US Treasury Secretary Scott Bessent have berated retailers and the Department of Justice is actively investigating accusations of price gouging. They are demanding retailers drop pump prices to target $2.50 a gallon”

And whilst it came with:

“Direct warnings by Treasury Secretary Scott Bessent issued a veiled warning to big oil, independent, and international retailers to be “good actors” or face “big problems” as the administration watches their record profits”, “Department of Justice investigations into claims that oil companies are failing to lower gasoline prices in line with crude drops” and “Market friction towards demands for cheaper gasoline heavily conflicts with their “drill, baby, drill” campaign promises, because prolonged low prices will disincentivize American drillers from expanding production” 

As such I will take this rare setting where I (with a lack of economic education) teach that administration a few things: 

“Commodities are dependent on what is available and what is needed. As such the strait of Hormuz is a setting for over 20% of what is needed and as such prices are going through the roof. Closing it, or better stating, your enemy closing it was perhaps one of the worst ideas for the United States ever.” 

Starting that attack on Iran was badly considered. I gave Saudi Arabia and the UAE defensive settings in March and I also gave a few tactical settings that could have hobbled Iranian tactics and in light of that their refineries are still pumping oil. Before I was, the art of war was and they told generals (2500 years ago) how you scuttle an enemy resources. This pentagon clearly never learned from that. This pentagon also never learned from the French resistance (aka clambake 1939-1944) and that also gave me some ideas in March. As such I became the March Hare (I just saw Tim Burtons Alice in Wonderland) everyone seemingly ignored. What matters is that Saudi Arabia has a few more options at their disposal, it does not require the United States as much as the United States requires the coffers of Saudi Arabia. And Saudi Arabia can sell to China and the EU, so it has options. I reckon that should Saudi Arabia play less nice, Iran will run for the hills. And as I personally see it, Saudi Arabia has the intent and motivation to make sure that Iran sees the light for their stupidity. 

And the was merely the first part. You see, Saudi Arabia is deep into construction for what they need for Vision 2030 and they cannot do it alone, so these contracts are now considering the EU and China as contributors. So what is this bully tactic costing the United States? I warned them for this in ‘When it rains, it pours’ on December 2nd 2024 (at https://lawlordtobe.com/2024/12/02/when-it-rains-it-pours-2/), I feel decently certain that there is some MoU between China and the Kingdom of Saudi Arabia floating around in the Ministry of Defense (the one on the King Abdul Aziz Road) as such the entire bully setting against Saudi Arabia was short sighted and ill conceived. As the image (implying) that this threat was directed at Crown Prince Mohammed bin Salman Al Saud might not have been a stellar idea, but I reckon that President Trump is likely a ‘thanks you’ notice from the President of the People’s Republic of China Xi Jinping. Personally I am hoping that I still get the 0.25% commission for enhancing the chances of China selling the 20 Chengdu J-20, which comes at a total of $2,200,000,000 ($110M each), which leaves me with a shabby $5.5 million making me happy beyond believe. So I have an illusional vested interest in all this, and who doesn’t want to retire with $5,500,000?
So the United States can cry me a river, but they elected the current president, as such they dug their own grave as I see it. So you all have a great day and consider what you will lose out on in the long run. I am likely not getting that commission, but that is the cross I have to bare, or is that bear? Gee, I made another funny, must be the Tim Burton effect of Alice in Wonderland.

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June 25, 2026 · 15:40

Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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