Tag Archives: Eu

Would you like some sugar with that?

I got a message yesterday which I initially ignored. Nothing wrong with the message, but I can only go to so many places in an hour and this message stretched me too thin, as such I let it be. Yet this morning I had a few moments so I checked out the message from Defense One. It gave me ‘US Trying to Persuade More Allies to Send NASAMS Missiles to Ukraine, Raytheon CEO Says’ (at https://www.defenseone.com/business/2022/12/exclusive-us-trying-persuade-more-allies-send-nasams-missiles-ukraine-raytheon-ceo-says/380382/) the thing triggered something, but I did not exactly know what was triggered. I thought I knew, but it was too far into the past for that to make sense. Yet the article set me straight. Initially we might see “U.S. officials are working to broker a deal with NATO and Middle Eastern nations to send some of their NASAMS interceptors to Ukraine, Raytheon Technologies CEO Greg Hayes said Thursday”, it did not help me much and “the Pentagon awarded Raytheon a contract for the first two NASAMS batteries. The company delivered the interceptors within six weeks, Hayes said, because it had many parts on hand and because Doug Bush, the Army’s top weapons buyer, helped speed things along.” So I had to seek out more information and there the other cog fell to the floor. NASAMS or Norwegian Advanced Surface-to-Air Missile System is the child of the Kongsberg Defence & Aerospace (KDA) and there the cog felt. It is a system from 1980. Kongsberg is led by Eirik Lie (weird name for an honest person). And there my defence knowledge partially kicked in. I knew of it, but that is about all I had. The Norwegians had designed the system to replace two Nike Hercules facilities in defending Norway’s southern air bases, where it would act in conjunction with F-16s in providing a layered defence, and that it did very well. I reckon that the engineers are proud as peacocks that this system can go to town on Russian missile systems 42 years later, there is no replacement for true innovation. I always said it and here you see it. OK, it was upgraded to a third version in 2019, but still it was tailored to a good design. And now we see Raytheon seeking assistance (of a sort). Here is also the problem I see. If manufacturing is a hard part, there are two sides to helping out now. What if this was Russias plan all along? What happens when Finland, the Netherlands, Spain, Oman, and Chile ship what they can ‘spare’ and a week later Spain and the Netherlands feel the brunt of running low on stock? I am not saying that this will happen, but the steps of Russia have to a larger extent not made sense and the pro-Russian coalition of the Dutch FvD will use that setting to every extent and that leaves a bad taste in my mouth. 

An alternative could be to assist Saudi Arabia with their 2030 goals and create a NASAM production facility there. If distributed manufacturing is a solution, creating an additional pool of manufacturers would become essential. In addition, the US and EU need every positive vibe they can muster as such the option has two benefits. Adding these solutions to Germany, Sweden, Denmark and France make perfect sense as well. When that happens we see five additional manufacturers, but that is not a short term solution, Ukraine needs missiles now and 2 years is too long. Yet with 5 additions, 2 years would be shrunk to 13-15 months, already a large saving. Now sending part of the needed missiles makes sense as there would be 5 additional creators. I see the simple setting that resources are required, then we see the manufacturing and after that shipping. The last part has plenty of options, the first two less so, although we can see that manufacturing is the bottleneck, Russia will soon see that if these 5 nations unite, Russia will end up having less and less options. And that is before we consider alternatives, You see Iceland has only 4% unemployment, but it might be reason to create another plant on the US base there (or next to it) which could create up to 2500 jobs. As such we see six options, is it a solution? I honestly do not know, but when the waiting list is two years something needs to give and it would be nice to see this before Russia gets to be creative with their missiles, ask Poland how that worked for them. The EU (US too) needs to act now, but merely getting others to send what they have might not be the safest path, not with current timelines. That is how I see it and if someone says I am wrong, I will not deny that my idea was completely ‘ad hoc’ and it would require scrutiny, but what would you do when you get told that anti-missile solutions are two years away? Especially when you consider what Russia is doing to the civilian population of Ukraine?

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Oil in the family

This is not exactly new, it is a stage that evolved in the last week. To see that we need to take a look at ASPI (Australian Strategic Policy Institute) which hands us (at https://www.aspistrategist.org.au/opec-production-cut-has-washington-questioning-the-value-of-its-saudi-alliance/) a mere three weeks ago ‘OPEC production cut has Washington questioning the value of its Saudi alliance’, in itself the question is not invalid. Every nation assesses its value towards services delivered, but in that same stage, the direction can be inverted and as such the Kingdom of Saudi Arabia is questioning the value that the United States brings to the table. President Biden asked to make Crown Prince Mohammed bin Salman Al Saud a pariah. It has stopped deliveries of defence equipment to the KSA all whilst the KSA was under attack by terrorist forces who were receiving aid from Iran. And when we see “Critics of the OPEC decision say it will increase the price of oil at a time when US consumers are already feeling the impact of high energy prices. A higher oil price will also provide a significant boost to Russia’s struggling economy.” All whilst the US exports 90% of its oil, as such they are sitting pretty as well. But the article does not mention that, it is increasingly one sided. Then we get the second setting and it is seen with “Saudi Arabia has lost much of its prestige and is in damage control to rebuild its image internationally and shore up its relations with the US. To reset the relationship in Washington, Saudi-backed lobbyists have spent millions of dollars. Biden responded by visiting Saudi Arabia, presumably as a gesture of goodwill and to attempt some recalibration.” It is the ‘lost much of it prestige’, by what standard? The KSA gained massive silent prestige with Neom and the line, two stages never seen before and the US has nothing in opposition to that. It will be relying on the coattails of Saudi achievements for the next 20 years. A nation that is so broke it cannot fix its support structures, and that all before we see the damage the ultra right is making in the US. And where is the so called hypocritical ‘honest’ media? When did you see any clear article on the line or Neom? The mainstream media is steering clear of it, no doubt due to the (my speculative view) word from stakeholders. 

This is in contrast to the Vox a week ago where we see “Biden “wants to be able to reevaluate in a methodical, strategic, effective way,” clarified national security adviser Jake Sullivan, “rooted in his fundamental interest in making sure that the relationship the United States has with Saudi Arabia serves the American people effectively.” Sullivan in essence suggested that things so far had not been going well.” We see this (at https://www.vox.com/policy-and-politics/2022/11/17/23423031/why-america-cant-seem-to-quit-saudi-arabia), it is showing us a stage set. We are given “Now that the Biden administration re-evaluates its approach a third time, will it come to a new conclusion? It will be tough to change much. The US, after all, relies on the kingdom as a major oil producer and economic power with important shipping lanes, a close partner in countering Iran and terrorist organisations, and a significant trading partner and number-one purchaser of US weapons.” But that stage is not entirely true, that WAS the stage, but as China moved in, we see a spiralling US economy. Lets not give food to the speculator’s there. China increased exports and services to the Kingdom of Saudi Arabia from 24 billion in 2019 to 30 billion in 2021, some views give us that it is now approaching 33 billion and as Neom and the Line grows, China will gain more. That is 9 billion the US and Europe lost, more importantly China is now getting more oil and the talks implying that Saudi Arabia is in active talks with Beijing to price some of its oil sales to China in yuan gives us the indication that this will not halt any day soon, it also implies that the US is partially done for. Its games are now backfiring, should oil deliveries decrease by as little as an additional 1 million barrels US economy could implode with all the nightmares and trimmings that come with that. I personally do not care, I warned the US and the UK that there will be a price to pay soon enough and I made that prediction in 2020, now that this is about to happen, President Biden can play its games and let the media decide how much they hate the KSA and Muslims, or he can fold the game. The UK with its CAAT is in a similar position. They had the upper hand towards 2-3 billion in weapon sales, predominantly the Typhoon, now that money is most likely to go towards the Chengdu Aircraft Industry Group, China will be extending its arms for extended services towards Saudi Arabia.

The players wanting to keep Saudi Arabia on some kind of leash are now forced to fold their game. They lost to China and the damage is increasing. It is a fair assessment that the Russian – Ukrainian stage did not help, but that is how the cookie crumbles at times. As some stakeholders encouraged anti Saudi sentiments, they forgot that they weren’t the only players and what is coming now is hurting their long term policies in the Middle East and in the Far East. Did you think it was a fluke that the Silk Road was investing in Indonesia? It has over 200 million Muslims and that opens up new commerce borders and Saudi Arabia is ready to collect. I saw part of this last year and I tried to bank on it, but alas the KSA was not assisting (poor me), now that we see this evolving stage, players like Prince Alwaleed bin Talal and his Kingdom Holding Company will make increasing profits in new areas, all whilst the US and EU are given their walking papers. In the next two years their share will decrease by well over 40%, all whilst their political power in that region is most likely to be a trivial one. One ego driven stage led to the larger loss on influence in the Middle East and soon the Far East as well. A stage that China is happy about, the others? Not so much.

But I saw parts of this a year ago, so why did the media not see this? I am not more intelligent than them, but I can read raw data and that was where a lot was all along. But feel free to disagree with me, it is your right, yet when the oil valve closes a little more, just watch the chaos unfold. When you create a mobile industry you need to be weary of essential parts you need, fuel being one of them and the other solution is not as fast as people keep on slapping Elon Musk with his Tesla. All elements in a game where the people who have oil in the family will have the last laugh. Which remind me, how much longer will the US export 90% of its oil? Is there no shortage in the US? 

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Brain drain, by design

I was sitting in my room, enjoying the sounds of David Bowie. Then the track ‘This is not America’ came. It took me back to 1985, the movie ‘The Falcon and the Snowman’ which uses that song was released. I saw it, but I did not get it. You see, we steal for our governments and we commit murder for our governments, these things happen, yet I personally never understood treason I never accepted that act. I believe traitors are due a bullet to the back of their head. They are a little better than child molesters, but not by much. 

And at that point the mind started to move the cogs. You see we see acts of treason against employees all the time, but we ignore it. Some listen to the reason of Wall Street and that is when people get hurt, it is business as usual for Wall Street and America. But what happens when someone takes that given foundation am makes something of that. In this we see India and a conglomerate is acquiring talent. These people are offered a choice of two places. One in Himachal Pradesh and one close to the Kumarakom Lake Resort. To places, one for summer and one for winter. These are closed resorts and they are set as 5 star resorts. The difference is that these two resorts are only for the invited. As India sees the betrayal of staff, these people are approached and offered a different way of life. They merely have to create IP, the value is the ante for staying there, when breakthroughs are made, when these people make the numbers they are off for the rest of the year if they want. Optional these people can work forward, as such if they create the IP that exceeds the numbers they are given the option to relax and rest. A person could work three months in year one and if the value exceeds the numbers he has a paid vacation until the end of year two. All orders these people have are managed online. And that is how their version of paradise works. Yet there is more, that project is managed by India and China. They are sitting on a wealth of IP, and as the people create and commit, they are treated like kings, nothing is missing in their lives, their kids get the best private tutors and their partners have access to a life of wealth and good health. The one downturn is that they cannot leave the resort. 

The beginning of a miniseries, it will be too large for a movie, but a 4-6 episode mini series with a run time of 60-90 minutes could work. China remains below the surface (at lest in the beginning) and the idea that we see a list of damages

United States $275 billion, United Kingdom $43 billion, European Union $27 billion (and so on) and now consider that the stage where two 5 star resorts are created to facilitate for the acquisition of $345 billion dollar. This could work and the settings I saw over the last week where Google and Amazon are firing staff, people are in a runt to make ends meet and they casually left $6 billion on the floor, I reckon this approach to a new kind of logistic assault on nations is merely a heartbeat way. It is not 5G, it is not the stage of greed. It is facilitated by the simple need of people wanting a decent life, the question is do the people still remember what a decent life was? In this day and age the cogs of labour are changing and companies are finding out that holding the people against the bottom line of a corporation will facilitate such places and there is a chance that some will be willing to move to a place like China. The US has a much bigger problem than they realise and that is the setting for this script and exercise. It took me 3 hours to set up the station for this story and consider, what happens when 200 engineers take the road towards a decent life and a decent way of life. You figure out how much certain places could lose and more importantly how that impacts their economies, because the last time I checked the loss of $275 billion in value could drive a place like the US into utter bankruptcy. They all forgot about what happens when the makers and creators leave, just like Covid, they were never prepared for that scenario. Why not? And if that I true why not treat those people better? The foundation of  story and optionally a TV series.

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And you still want cake?

A few hours ago I was alerted to an article on the BBC site. The article (at https://www.bbc.co.uk/news/business-63260648) gives us ‘Cyber-attacks on small firms: The US economy’s ‘Achilles heel’?’ In itself no real surprise, but then I saw “It was a total head-in-the-sand situation. ‘It’s not going to happen to me. I’m too small.’ That was the overwhelming message that I was hearing five years ago,” says Ms Graham, co-founder of CYDEF, which is based in Canada. “But yes, it is happening.” There we see the first instance of utter stupidity, a setting where insurance companies go ‘well, I am sorry to report that it is on your dime that this is happening’ and that is not a speculation, this is about to happen. In addition to that the insurance against cyber attacks will skyrocket unless you have state of the art equipment (something small businesses cannot afford). A stage that is waiting exploitation. There are all kinds of speculations. One of them is “Cyber-crimes are expected to cost the world $10.5tn (£9.3tn) by 2025, according to cyber-security research firm Cyber Ventures”, I do not completely agree, for the most I do, but the big bucks are depending on national 5G, which is not happening in many nations before 2027. You see, one source gives us “For example, in November 2020, one cybersecurity company estimated that global cybercrime costs will grow by 15 percent per year over the next five years, reaching US$10.5t annually by 2025, up from US$3t in 2015 (Cision 2020)” they are seemingly ALL quoting the same source and that source is Cyber Ventures. That does not make it incorrect, yet I have reservations. That number is completely acceptable under 5G, under other conditions (when big tech do not screw up and hand over the keys to hackers) should not go that fast (yet), but when 5G, a national 5G stage is there this number will increase swimmingly all over the globe, which is why I shouted for law adjustments well over two years ago, but the law is seemingly sitting on their hands, all about ‘letting all parties’ swim in the large all whilst the swimming pool has close to zero protection, so this will get worse a lot faster and the EU will see plenty of drowners (aka floaters) soon enough. My speculative view is that the larger problems are a mere 6 months away. 

Then we are given “The pandemic created a whole new set of challenges and small businesses weren’t prepared,” says Mary Ellen Seale, chief executive of the National Cybersecurity Society, a non-profit that helps small businesses create cyber-security plans. In March 2020, at the cusp of the pandemic, a survey of small businesses by broadcaster CNBC found that only 20% planned to invest in cyber-protection.” This sounds nice, but I wonder what we will see in 2023. I expect that it is then that we will learn that less than 40% of these 20% will have actually done something and that is when a lot of people (insurance especially) realise that this is about to become a sinking ship. There was clear indication in 2010 that setting up cyber security was essential in players a little larger than SBE sized companies. They had issues too, but the revenue was too small. The problem is that clever hackers do not grab the whole enchilada. With “It typically takes 200 days from the moment of the hacking until discovery” we see the pattern. The clever ones will hit places for about 150 days then they go underground. That gives them enough to live like a king for a decade. They stay under the fold, they stay inconspicuous for as long as they can. They book a weekend in Vegas and then they launder what they had going home with $5-$15 million. The caper has worked and they are in the clear. Yet these same clever people can clear $50-$150 million when they get access to a fully deployed 5G network and the BS argument of “We will have a solution before that” does not fly, that excuse is a decade old and they have no adjusted laws, there is no adjusted technology and whatever the NSA has is not shared. So as you can see, the numbers are not entirely in the air (the Cyber Ventures one) but it will rely on a fully deployed 5G network which should be around 2027. 

It is time that ALL businesses take cyber security serious. The moment that there is no insurance for that these Achilles heel companies go under with no options for the owner, that person will have lost everything. So when Kirsten Dunst stated ‘Let them eat cake’ (Marie Antoinette) she stated a good case for Cyber criminals. They are having cake every day and those not using Common Cyber Sense will be paying for that meal day after day after month after month after year (you get the idea). It was essential to properly adjust laws for that. And when we look at the data from April we get “according to industry data only four to five percent of hackers are actually caught, but high-profile cases showcase how even the most skilled can make simple mistakes which lead to them being apprehended” so between one in twenty to one in twenty five gets caught. Do you really want to hope on that statistic? This is not a pun against law enforcement or the FBI, they are in a fight with both hands tied behind their backs. Not a good position to win a fight. And that is before we look at state funded hackers. Lets be clear both Russia and China have every benefit for American and European business to lose way too much, proving that part is close to impossible. These players are almost never caught. The arrest by the FSB of REvil was a rare instance, but not all was lost. At https://www.bleepingcomputer.com/news/security/ransom-cartel-linked-to-notorious-revil-ransomware-operation/ we learn “Researchers have linked the relatively new Ransom Cartel ransomware operation with the notorious REvil gang based on code similarities in both operations’ encryptors” and that was two weeks ago. At present with Russians not being able to wage war against an enemy that is at best 15% of their own army gives rise that the people behind REvil will be out and about soon enough (if they aren’t already). 

So those who want cake, better find a place to enjoy it before the hackers get it all and I will not care. I have been clearly evangelising the essential need for Common Cyber Sense for years now. And if Optus Australia is anything to go by there are plenty of big fish not too interested in that approach.

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Fear is the key

Yes, it is a setting, but also the title of a Alistair McLean novel. And fear came to mind when I saw ‘New EU law could open up messaging and app buying’ (at https://www.bbc.com/news/technology-63458377), for the most I am all for open markets, the problem however is that these small players aren’t too concerned about safety. The fear becomes that these small players will be a platform for hackers and criminals to propagate THEIR agenda and I do very much have a problem with that. So as the article gives us “Under the DMA, smaller messaging apps will be able to ask the tech gatekeepers to allow their users to send and receive messages via the bigger firm’s platform. However, large firms will not be required to make more advanced features interoperable immediately. Under the plans, audio and video calls between two individual users or groups of end users on different platforms will not happen for four years.” This statement gives us two dangers. Danger number one is that the small player is propagating party X (aka hacking party), we cannot state that there was intent, or that there was malicious intent. There is every chance that these maker are unaware. The second danger is that the absence of ‘advanced features’ which would include certain security measures. Yes, that is a speculation, but these security measures tent to be more advanced, hence the danger of missing out. I wonder what excuse these ‘enablers’ have when things go wrong, because there is EVERY chance that this will happen. In certain cases, could the BEUC be held accountable for damages to mobiles and persons? It is a fair question, because the rules of torts tell is to go after the money and the EU has plenty, not?

So as we are given “Margrethe Vestager, the commissioner for competition, who originally proposed the legislation said: “We invite all potential gatekeepers, their competitors or consumer organisations, to come and talk to us about how to best implement the DMA.”” I personally wonder who will ask the EU to be held accountable for any hacks that get propagated this way and more important can these smaller players be held liable? That last part is dicey on a few levels. It sets the stage that the consumer has to agree to an ‘as is’ policy, which means that the consumer gets to be held accountable for any damages. This is not a good setting to be in. 

I am all for open markets, but until the EU (US too) has actual victories against hackers, I fear the worst will happen and it tends to happen too soon when no one is prepared or has a clue, a mindset the EU is well familiar with.

I have every intention to ban messages that are not from my provider, which is dangerous as Optus has been hacked into to the largest degree, so I am not holding my breath regarding any mobile safety at present.

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The path not trodden

That is something that has been with me a lifetime. Even when I was little, being a passenger in a car, I always wondered where the exits led that we passed. Over time, as my knowledge of geography grew I knew where they led, but it was not that simple, although I never realised that at the time. So when I got accepted into Uni something started to stir and I got myself degrees in internet-working and legal studies with a master of Intellectual Property. That did not open the doors I hoped would open, yet it opened up doors inside of me. A much more rewarding part. I started to question almost everything and it led to over a dozen pieces of IP. UTS opened a doorway into how other people were thinking and that was utterly rewarding, because the exits I saw pass by were now in the open for me to explore and a dozen of IP pieces are now mine. Google never looked there, Amazon did not look there and wherever Microsoft is looking and not looking is not something anyone needs to be bothered about. Especially as some give us only 15 hours ago ‘Microsoft warns that October 2022 security updates can cause problems joining domains in Windows 11 and older’, I wonder if Microsoft can actually properly test security updates, they have become too big and the cracks are showing. In all this I found billions in revenue and to be honest, I do not trust a whole lot of wannabe tech firms. You see them on LinkedIn with fortune cookie wisdoms, getting their friends to like their post and liking the posts of friends hoping they gain traction. It is one of the reasons I handed the first part of my IP to the Kingdom of Saudi Arabia and if part 1 comes through they get a shot at the rest as well. As the large firms contract into the billions, I found additional billions as well as a few more options, because I explored the paths not trodden. Not only that, I found a few new sides that were ignored for longer than anyone would be happy about. When I started to meditate on these parts, my speculation (perhaps presumption) was that they either did not understood what they were looking at, or they didn’t fit it with their ‘marketing’ revenue. And that is the larger station. They are all trying to cash in on advertisements, and as they do that, they left billions on the floor. The certain telling of a limited field of view, like Microsoft. It is still a mystery why dopey googly Google would miss out and for that same reason Amazon, but there you have it, by looking where other race by, you tend to find the gemstones. The problems is which party could want and would pay for these gemstones. I am banking on the Kingdom of Saudi Arabia, the UAE is an option but too far from Sydney at present and there are too many unknowns there too. The fact that the tech firms in the US, UK and EU have the same failing implies that they are all connected and optionally a discriminating source to some, as such I went the other way and now that there is a real chance to take a slice of the marketshare that should have been Google and Amazon (or wannabe Microsoft too) is a larger concern. I did not forget about Apple or IBM, they have focussed areas and they focus on these places as any tech firm will. So they never faltered (not to that degree), and in all this when you start digging and you see how they are all in the same mindset you will see that they miss the same opportunities again and again, which is now amounting to billions. So when you see ‘Google reportedly spends $100 million on avatars to take on TikTok’, or ‘Google making disinformation profitable via ad business: Report’ you get a first view that they are all looking at each other, optionally coveting the piece of pie the other one has and I found a new pie that I would not need to share (well whomever buys my IP). And now we have a new ballgame. The IT representing hundreds of billions of value is ignoring the few percentages that I found and no one else is aware (for now), I actually wonder when they will wake up from their dog eats dog momentum to realise that the dogs fighting over the same bone left half a dozen bones still covered in meat alone. Me as the little chihuahua got those bones as they were seemingly too small, but at 2%-5%, these billions are a lot to a little Chihuahua like me and I am happy with the spoils that they bring, I reckon that Saudi Arabia will be equally pleased. They get to sit at the big tech table and the other players will wonder how that happened. It happened because they followed each other and they all ignored the few exits that made me wonder, they all thought it went nowhere, which tells you more about them than me. And after my first win, the other IP pieces will become interestingly easy to sell, but I am also loyal, as such Saudi Arabia gets to pick first. The others never wanted to show interest, now they do not have to. That is only fair, is it not?

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Two things

They are not connected, not in any way, but the first part is too short to make a blog by itself as such I connected the two in separate parts.

Zeus Awakens

I have been brooding on the entry for Zeus, there is no way he can be omitted from the story, it is in one part as he is father to Ares, he is the other grandfather and he will emerge. In part that as our main character is gaining strength, the main character is now becoming a larger concern to the big three. As such I had to add Zeus to some degree and the second season was a decent moment to introduce him. 

It was a nice summer day in France, Nice to be more exact (as it is a nice town). I was sitting on a balcony on the esplanade of Nice, looking at the sea a mere 122 metres to the south. I heard a woman’s voice in the back asking me if I wanted any tea. ‘Yes please Lucia’ I responded and a few minutes later she came with a pot of tea. I saw her shiver and I took a gaze at the thermometer to my left. It was odd, it was slowly going down from the 28 degrees it was a minute ago. In one minute it had cooled down to 19 degrees. Grab the cat I said, I started to close the windows inside, she came in with Charcoal who was clearly feeling the lack of warmth and we closed all the windows. I moved towards the gas heater and turned it on. I didn’t need it, but she would definitely need heat soon enough. I looked at a contraction in the cupboard. It had thermometers, barometers and they were all going nuts. Air pressure was down to 950 and the temperature had gone down to 9 degrees. I looked out and I saw people run for entries wherever they saw one. It was definitely a larger problem, but I had never seen anything like this. The clouds in the air were dissolving, the sky was deep blue and the thermometer was now at 6 degrees. The sea looked calm, the air was quiet and the thermometer kept on declining. Within a minute it was down to 1 degree and it seemed to stop there, in the two minutes that I looked outside, I saw people grab coats. I saw a shopkeeper hand sweaters to some women in bikini as well as to men wearing shorts and t-shirts. The cold was felt everywhere. I noticed that the cat was keeping his body against the heater, it as not used to the cold. Then Lucia screamed, I looked at her and she pointed to the room. A man with long silver hairs was standing there. He was wearing a Victorian suit and he looked at me. I had never seen him before. He raised his hand and sparks flew out of his fingers towards the glass table, he then vanished and the heat came back, I looked at Lucia in puzzlement. I smelled a distinct Ozone air and I looked outside. The heat was coming back and I turned the heater off. I looked outside and the sun was there, the heat came gushing in everywhere and within a minute the temperature was back to 20 degrees. I looked at the table. The glass was there and so was a text, in the glass ‘Ελάτε στην Ακρόπολη, πρέπει να μιλήσουμε’. I got that message loud and clear. So this was my grandfather? Time to learn more about the other branch of the family. I send a mental note to grandpa Hades. “Zeus summoned me, will update you later” I looked at Lucia “It seems I have to make a business trip”, she nodded. She did not understand what was going on, but I got the impression that she was eager to go into denial. “Break the table into small parts, keep the cat away and be careful. Get a new table please.” I walked into the bedroom and got a small bag and from the living room fruit bowl I got my keys, wallet and some small stuff. Time to see Athens again.

Time squandered, time wasted

That was the first thought I had when I saw the Guardian article ‘Profits at world’s seven biggest oil firms soar to almost £150bn this year’. It is not their fault. The article is not what I am commenting on, not really. We get (at https://www.theguardian.com/business/2022/oct/27/profits-at-worlds-seven-biggest-oil-firms-soar-to-almost-150bn-this-year-windfall-tax) “Mathew Lawrence, the director of Common Wealth, a think-tank, said Shell’s zero windfall tax bill for 2022 showed the levy introduced by Rishi Sunak when he was chancellor in May was “not fit for purpose” and needed significant change”, yes. That is how it starts and I am not saying that the comment is wrong, because that would require me to be an expert on taxation, and that is definitely not me. But consider that I wrote ‘Heating at what price?’ On December 3rd 2018, almost 4 years go (at https://lawlordtobe.com/2018/12/03/heating-at-what-price/).

I mentioned tax overhauls before that, years before than and now we see the impact of inaction and I get that Shell is not wavering, because tax laws were never properly overhauled and now there is a problem. So in 2018 I wrote “It is the first time in history that a Middle Eastern nation has the ability to put the US and EU to shame with their lack of technological progress. They claim to have it, yet Saudi Arabia is making a move towards ‘showing to have it‘, changing the game for both the US and Europe. This is where we see the difference. China and Russia see this as an opportunity, whilst Europe and the US are seeing it as an inconvenience” and now it is no longer an inconvenience, now it is an actual problem and the UK, EU and US are not ready. I warned of these dangers 4 years ago, but they all knew better. How do you feel? Did they know better? Did they know more are were they merely playing stationary, optionally licking stamps. And the opportunity that Russia sees and the opportunity that China sees are different. Russia is out of the equation, but China is now fulfilling what I saw 4 years ago and it will get worse. As China has more and stronger ties with Saudi Arabia they can get more oil and America? They can play indecisive politician, play the pariah game a little more. The UK has its tea grannies (CAAT) messing things up and Europe has little options from the start. All things I wrote about in 2018. And the UN is useless in this case (as I see it). Two things can be seen in very different things, in different ploys. In players and receivers. In actions and lack thereof. Two things almost half a dozen times over and I made clear mention of it in 2018. So as I prepare to sell my IP, I can now see that the timing is near perfect. The players will overreact and by the time they figure out what they could have done I will be retiring. In this it will be either Google versus Amazon, the Kingdom of Saudi Arabia versus all others. If one acts the other loses and it will be billions that they lose, if one accepts they will have billions in a direction they never considered before and as I see inaction upon inaction I am wondering if their inactions is why they never saw what they could have gotten. I know it I speculation, but when was the last time anyone left well over 5 billion a year on the floor? And it plays out in the same way that Shell and others are coaching their fortunes. The inactions of others is making them rich, I deeply hope that I get that same bonus, my retirement kinda depends on it. 

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The day After

Yes, I am a little slow today. The giddiness and Cheshire Cat behaviour in me after yesterday’s article slowed me down considerably. It is not everyday that you realise that you have a corner that tech giants like Amazon, Google and Microsoft (optionally Apple too) are overlooking. You want to shout what they aren’t seeing from every rooftop, but that gives them the idea and leaves me out of pocket, so I am refraining from this. And at the moment the commercial manager from the Saudi Consulate is already 4 week late, as such there are (hopefully) more gains for me.

But it is not about that, but there is a link to some degree. Several give it to you, but I am going with the South China Morning Post who gives us ‘Saudi Arabia reaffirms energy ties with China amid US fears over oil cuts’. The article (at https://www.scmp.com/news/china/diplomacy/article/3197218/saudi-arabia-reaffirms-energy-ties-china-amid-us-fears-over-oil-cuts) also gives us:
 

  • Saudi and Chinese energy officials agree to expand links in energy.
  • Riyadh’s relations with Washington have long been unbalanced and the kingdom has more options now, Chinese analyst says.

And I warned for this some time ago, and there is a second speculative setting. A second decrees is not entirely fictive. The stage where Russia will push for this is decently large, Russia has a voice in OPEC+ and America has made enemies, especially by not dealing with Iran. Any win they get here reflects positive on Iran, it leaves a positive light on Russian acts and leaves America and the EU with negativity. I warned about this around February 10th 2022 (well over 10 months ago) when I wrote “The US has a massive disadvantage especially when they were all huffy and puffy on Saudi Arabia, reality bites and that presentable stage will have to be stopped at the earliest convenience (not for me, I am happy if the BAE takes over), yet these stages (also the one the CAAT forced) are all stages that the Kingdom of Saudi Arabia took notice of and China will be happy to show that with every presentation they bring.” The stage with tea grannies (image was there as well), and now we see the deployment of that stage and of course Russia wants every pound of hardship given to the EU and the US. In this OPEC+ is a much larger stage where Saudi Arabia is a strong voice, but not the only voice and Russia has other allies. The problems here is that this stage works for China, so not because it helps Russia, but because China has a lot more to gain, especially when the EU and US are slowed down. I did not have a view on the stage a day or a week ago, I saw this danger 10 months ago. So when we are given “Riyadh’s relations with Washington have long been unbalanced” we are given a much larger truth. The Biden administration has options 10 months ago, now not that many and China’s grip is growing, Washington allowed it to be that way. Washington has a delusional stage that reflects on ‘We can have our cake and eat it too’, it is delusional because you cannot have or do two good things at the same time that are impossible to have or do at the same time. You can have cake, or eat cake, but the ‘analysts and theorists’ come with that example, yes we can and where are those dopey’s now? Now that the ball is handed to the other party when you are deep into defence? 

That is a stage that is becoming increasingly hard for the US. They lost the option of being a super power a long time ago, they forfeit what they have because they believed the wrong people and now that is becomes a game of spin, we see the larger stage that ABC showed in the beginning of the month with ‘US ammunition supplies dwindle as Ukraine war drains stockpiles’, yes they were willing to hand it out, but they aren’t replenishing stocks, as such the Ukraine will soon be dependent on the EU and the US cannot afford to replenish its stock at present and the makers of ammunition are all about the green, they have profit margins. As such the day after looks less and less appealing. So they are losing provisions on one side and are losing revenue and resources on the other side. An unbalanced stage from the beginning and that is the larger folly. But the US can revisit those theorists with their ‘You can have your cake and eat it too’ and ask for an explanation. They will not get anything useful, but that is the problem with these theorists on inactivity. I gave the world this view 10 months ago and reading between the lines there was a lot more, but the US doesn’t pay me, so I see no reason to spell it out to them, they pay massive amounts to people to do that for them.

Giving the stage to every Tom, Dick, Harry and tea granny with a cause is now costing too many players too much and the invoice will be due, in this case the invoice is most likely offered to China who sees several reasons and several benefits. If you want to warn us of the Chinese danger, handing them billions in revenue is not a good idea. It diminishes your danger message and it leaves you with empty coffers as well. Wasn’t the Huawei story enough of a warning? 

I will let you mull that all over today, have a great one.

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Silence is sewage

Yes, that is quite the difference from the original ‘silence is golden’ isn’t it? But that thought started recently when I was given ‘UN, international community condemn Houthi drone attack on Yemeni oil terminal’ (at https://www.arabnews.com/node/2186011/middle-east). The idea started when I had a look and not entirely to my surprise I could not find anything from the BBC, the Guardian, the NOS, and that list goes on. Houthi terrorist actions continue, using Iranian materials and the west ignores it, how quaint. They did mention that Iran is delivering its drones to Russia, but the political parties are all about a hands off regarding Iran. I did make mention of an optional solution to take care of Iranian and Russian nuclear plants, perhaps I need to make that public domain. Perhaps they will wake up then. But back to the events at hand. The Arab News gives us “The UN on Saturday condemned an armed drone attack launched By Yemen’s Houthi militia on a southern oil terminal in Hadramout province a day earlier, saying it was a “deeply worrying” military escalation”, well it isn’t in most newspaper, so I reckon it is not that Important or that critical. And we also get a name with “I condemn the aerial attack claimed by Ansar Allah yesterday”, we also see very little regarding that terrorist and the BBC or the Guardian. One could speculate that the Iranian stakeholders in the UK have a lot more sway than anyone is willing to acknowledge, yet that is mere speculation from me. In addition we are given “Bin Mubarak said he also held a call with the US ambassador to Yemen, Steven Fagin, to discuss the consequences of the attacks on civilian facilities and commercial ports, and how it would worsen the humanitarian crisis in Yemen, adding he “demanded strong measures to put an end to Houthi terrorism.”” It sounds nice, but if the media shuns it to this degree, there is every chance that the Americans will not do too much in the end. They have so far not done anything successful in reigning in Iranian events, so I would not hold my breath on this either. 

The larger problem is not the these events are happening, it is that the powerful voices are lulling the people to sleep, ignoring what Houthi terrorists are up to in Yemen and in Saudi Arabia, all funded by Iran and we need to wake up, we need to see that Iran is becoming a much larger danger than we could ever be comfortable with. For China it is yet another option to spread its influence in the middle east. Consider cardinal Richelieu (Alexander Dumas, the 4 musketeers) stating “who will do something about these blasphemers?” The informative path is open, and those doing something will end with a lot more than the silent ones, but the US and UK could enjoy a further restriction of a million barrels a day. Do you think they will not buy them? The US has had an option to do something for well over 2 years and they did not. It was all about the pariah Mohammed bin Salman Al Saud, but what happened when the US needed cheap oil (for whatever reason, they sell most of theirs). Yes, and now the ante is upped because no one is doing anything about Iran, no one is acting when inaction is no longer acceptable. 

When the Yemeni port is hit, when that port becomes inoperable, we will see some tea granny (CAAT) make claims that this was all the fault of Saudi Arabia, all whilst it is the western world that is in part to blame as they are hiding behind ‘Silence is sewage’ and they are fine with that, t least their stakeholders are, are you? This war has been going on for well over 8 years. Not in any point in time did terrorists have such a hold in disturbing a population and several nations. 

The fun part (for me) is that if China makes a stand, when it actually does something about the terrorists by supplying the Yemeni and Saudi governments what they need, what will the west do? For them it will then be too late. There is now a larger area that is in the mix and it could cost the EU and the US a lot more than they ever imagined and the papers will prove me right. Which paper had anything on the attack on  the harbour in Hadramout province? So far I found France24 with a decent piece, the rest? As far as I can tell, not a word. Why is that?

The age of Silence is golden is over, it was never a real golden era to begin with, it only supported greed driven entities and it supported them well. We need to change the book of tactics before it is too late for too many, but that is merely my view on the matter.

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Where idea’s die

I have been tossing and turning on an idea. I am not sure whether it is a good idea, whether it can be adapted to anything, but for some reason the idea would not let go. Almost like the first time I considered the Augmented Reality approach. The idea is related to that. It is a new approach to visibility in jewellery, and if the Mobile can be adjusted this could bring a much larger stage than we see now. Yet I only see the approach for rings and bracelets. There are a few more, but that is open for interpretation and that is where doubt creeps in. A ‘What if’ approach. And the doubt creeps in and makes an appearance. Doubt, it is the place where ideas die. 

And make no mistake, I have doubts just like any other idea man, I believe a decent amount of doubt is good, it makes you redo what you have and test it for yourself but that too comes at a price and my mind is no different than anyone else’s. So, what to do?

Now, I am decently certain that mobiles cannot do what I have in mind, but should that stop the idea? I merely need to find the one maker (Google or Tesla) to add that functionality and a new market is created and I do believe that this market could grow by a lot. And as my mind was filling in blanks and create additional opportunities doubt stepped in and wrecked the train of thought. Yet I feel that pushing on will create the idea stronger and more adapt, but at every step doubt comes in and rears its ugly head. I am ready for doubt and self doubt, it merely makes the idea and my conviction stronger. It was Atropos who stated again and again “μέχρι εκεί θα πάτε” (that is as far as you will go) every time she cut the wire, and at some point he will cut my thread too. Will there be enough time? I hope so, there are plenty of ideas coming forward, and there is a certain satisfaction that my IP bundle keeps on growing (even if it goes nowhere at present). But that is OK, I feel that Tencent is waiting for their steps, I believe that they are making steps to grow League of legends and I believe that the Patent for their console is merely a first step. They might have stopped their game streaming, but the hardware is still there. I think they are awaiting a signal, no idea what signal it is, but it will upset the American streaming player to no end (Amazon Luna, Google Stadia, Netflix, Apple) and whatever Microsoft has. And they are all looking in the same places and that is where my $500M a month idea goes to town, no one is looking in that place and I should consider adding a new player to that field. Yet I feel certain that they will see if it can be done via Tencent (not a given, merely a hunch). And yes there is some doubt, but the larger doubts were crushed when I saw the Unreal Engine 5 presentation of Riverwood. I had the same feeling in 1992 after all the GIF files when I saw the first JPG files. Those who are that old forgot about that moment, didn’t you? And it also gave me the idea that could get the streamers over 50 million subscriptions. Doubt faded and it will for the other idea too. We fight to prevent the ideas to die, but a good amount of doubt keeps the idea strong and that is the stage where I am now, I merely need to convince someone high up in the Tesla Pi department that there is a place where other phones are not looking, or they decided to dump the idea and I believe that there is a market and when it takes off the others will fight to catch up, but they will lose a year, so how to push for the idea that will make that idea fly? And jewellers are the first step. 46,776 Jewellery Stores businesses in the US as of 2022, EU jewellery industry includes some 27,850 companies and whilst we crunch those numbers and we see that there is a little decline in that market we need to realise that those around have their own doubts, they also fight for survival. It might not hinder the larger players like LVMH who declined 17%, Rajesh Exports grew and processes 35% of all the gold produced worldwide, Chanel, Chow Tai Fook, Cartier, Signet, Tiffany and a few more. These larger players might not need that new idea but do you think they stay behind when the idea takes off? They are in it for the numbers and some might have merely declined only 0.41%, but that is enough to set up all the lights and markers, my doubt is not doing well when I see the opportunity as it is and when I saw the Line presentation. A place with 9 million people all in a stage where presentation and representation is key and there my idea will find a voice box. One building with a population that equals London and is larger than Sydney or New York. Yes, my doubt is fading and it is merely one of at least 3 ideas that could find its way there. There is a place where Ideas die, but I feel that I can void that place a little while longer, especially with the Kingdom of Saudi Arabia making these kinds of turns and when it starts there the other places can follow or fade. You see, a place like Monaco gets 159,000 tourists and it has as one source stated a mere 128 jewellery stores. So my idea is doing just fine and the idea works 24:7. But I need not worry doubt will come again and test the ideas I have, for now I can see that Andy Jassy and Sundar Pichai have no idea what they are missing out on and it is only half a billion a month, optionally a lot more. So Tencent has options as do two other new players.

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