Tag Archives: Eu

March 16, 2022 · 09:31

A symphony in only two parts?

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

 

1 Comment

Filed under Finance, Military, Politics

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

March 10, 2022 · 13:18

The next Furlong

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

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

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

1 Comment

Filed under Finance, Media, Military, Politics, Science

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

March 3, 2022 · 02:49

Coming from simpler times

I have been thinking of the simple time, the past, the adherence to simplicity that is within all of us. It is the time before the Romans (original Italians). It was the Greek setting of life. We worked for the glory of Zeus, Poseidon and Hades. I reckon I would work for the glory of Hades, not because the others were not worthy, it would be that Hades seemed more real than the others. We are all confronted with our mortality, as such we would move towards the realm for Hades and it would be up to him if I serve him in the afterlife, or if I was destined for another place. And I would not be alone, 5000-3000 years ago many would be like me. If it was the greens versus the blues, I reckon I would be a blue. But overall the setting would be similar. Now we move to recently (1941), if any non-German would openly side with Adolf Hitler, if anyone would opt to not vote actions against Adolf Hitler, the populous (populism) would find that person and string him up  at the nearest tree. There are at times actions that are completely unacceptable and the Russians did that by cluster bombing CIVILIAN targets. And still they are malnourished, their equipment breaks down at the earliest notion and I see all levels of inactions. Just like Syria, just like Yemen and other places. Inaction for a reason that makes no sense. As such can anyone explain this list?

This is not right versus wrong, this is not communism versus the other side, this is acceptable versus unacceptable and the Russian actions have been unacceptable. People will state that I was in favour of Putin, I never stated this, I never was. Read the articles. I thought it was a stupid move to push politics into sports, sports and politics need to remain separated, it always does for all kinds of reasons, but in the first to stop sports to become the stepping stone for politics. I always oppose stupidity and the west has shown to adhere to greed over common sense (aka greed driven stupidity) too often. Consider the stage (as I see it), a nation (Ukraine) elects an entertainer (a clown) as the president of the Ukraine. We see the people laugh, giggle and I giggled too. I had nothing against the man, he was democratically elected and I am fine with that. In the time he put his positive marker on the Ukraine. I took little notice because the Ukraine is on the other side of the planet and I personally do not know too many people from there.
I am familiar with Alexei Ponikarovsky (Maple Leafs),  Dmytro Tolkunov (Ramparts) and a few others. But I know little of the Ukraine. Now as escalations have come to THEIR towns, I learn a lot more about the governments around me and their initial inactions and after that sending stuff (military and non military) all whilst civilian organisations take intelligence to a greater level (Trollrensics), all whilst the stage evolves we see their people take effort and the Dutch Nieuwsuur seemingly (according to what I have) cancelling what these people had to tell them. A person who translates, knows the places that are hit and the people that are there and the media turns away? That is what our sophistication brought, inactions towards what some call a tyrant. I am on the fence on that term, but there is an upside. Russia is 28 times the size of the Ukraine, there is more and I can list them, but I found a nice image that does it easier. 

And that image should tell you something about karma too. When the military power in 21st place can hold back the military power in 2nd place for a week, what does that tell you about the spending of the second best and the impact it has had on its population for decades? Also there are voices that are telling me that the FSB is opposing this war, how wrong was acting against the Ukraine from the very first minute?

And whilst I stop myself from posturing, taking the comedian side, I can tell you that Bette Midler stated (tweeted) it the best.

Consider where you stand, consider who you allow to represent your voice, I really hope it is not one of the earlier names seen, because in that case you are in deep trouble, because no matter how this ends, there will be a reckoning, it is the populist approach and it is bout to be turned against those relying on the populist voice to advance their political strategies. What comes around really comes around this time around. 

So for the glory of Hades, all hail the Comedian.

Leave a comment

Filed under Finance, Media, Military, Politics

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

February 26, 2022 · 23:19

I had to take this one

I was alerted to an article in the BBC, the article was about 10 hours old and gives us (at https://www.bbc.co.uk/news/world-us-canada-60499391) in the headline, but only once and it does not replicate.

You see the setting of ‘Putin saw America has become weak under Biden’ is wrong, it did not become weak, it was weak and has been for some time. Getting a bully to talk loud does not make America less weak. The American inactions regarding: 

  • Chemical attack Homs Syria 2012
  • Chemical Attack Douma Syria 2018
  • Houthi terrorist attacks Yemen 2014-2022
  • Ukraine under Russian attack 2022

As you can see, Americans are all talk and lack actions. It is not because they do not want to act, it is because they can no longer act. A debt surpassing $30,000,000,000,000 is making sure that this cannot happen, the US has become nothing more than a paper tiger. And let’s be clear, this is not merely the US, the EU is in a similar state. How I went to school and heard these preaches and stories, that if there was ever a chemical attack, the nations would unite against the attackers. In 2012 we saw the reality of what was preached for decades, they merely united and scolded the transgressor making very sure that words like ‘seemingly’ and ‘alleged’ were everywhere in that text. We saw a repetition, with the western media not reporting on Iranian involvement and remaining silent on Houthi attacks on civilian targets, the United Nations added to this by calling out one party and not the other one (Iran). The complete view on the uselessness of western politics set in action.

So when we get ‘told’ the simplicity of “America has become weak under Biden”, it did not, it was weak and will become weaker still. It is the order of things when your credit card is telling you to stay at home whilst the neighbours house is on fire and you cannot afford to buy a bucket. You do not want to let the neighbour know that you cannot afford a bucket, so you set in motion talks, but the neighbour does not want to talk, HIS HOUSE IS ON FIRE! 

/so when Al Jazeera reports ‘New sanctions come as Yemeni rebels ramped up attacks against Saudi Arabia and the UAE in recent weeks’ (at https://www.aljazeera.com/news/2022/2/23/us-issues-new-sanctions-on-alleged-houthi-financing-network) 3 days ago, my response is that the US gets a functional navy that can stop smugglers, so far I have seen less than 3 successes over a time of 6 years (at least) and we see how the US Navy seemingly cannot stop anything. That is not their fault (I think) and there could be half a doze reasons, but let’s be clear, the western media to a much larger degree is silencing that part all over the place. And we can shelter on the setting that no one cares about Syria and Yemen, but the Ukraine is too close to home (for the EU) and now we get to see the blame game, we get to see the opposite side, just like the US and EU were silencing any issue on Iran, we now see ‘China refuses to call Russia’s move on Ukraine an invasion’ (source: Australian Financial Review). So how does that feel? The blunt question is ‘Why would China care about Ukraine?’, Why would China push for a setting that it does not need to do? I do not think it is right, I merely think it is as it is. 

We need to accept that inaction comes with consequences and a consequence now is that Russia wants EU expansionism stopped and Russia took the step it felt it could take and that sucks for the Ukraine, but the inactions of the EU and the US (economic sanctions are not real actions), and I am proven right in another BBC article where we saw yesterday “Ukraine isn’t in America’s neighbourhood. It is not located on the US border. Nor does it host a US military base. It does not have strategic oil reserves, and it’s not a major trade partner”, it was the sad truth for Syria, for Yemen and now for the Ukraine. It is what the US calls policy and that is their take on it, it doesn’t make any president weak, but as I see it, when you need to set a filter to that degree, it also implies that you are no longer a superpower, especially if you cater to Iran who allegedly is now (or will be soon) enriching Uranium to 20%, so when this escalates in the state of Israel and the Kingdom of Saudi Arabia, will it still a stage of inaction? I reckon so, the debt will remain for decades giving China and Russia an almost uncensored way to change the political map all over the Far East and the Middle East. Now there will be people who do not agree, and that is fair. I would merely like to point out that the past has proven me right and the present is merely continuing the stage that I am still not wrong. 

Europe is in danger of a lot more than you think and it seems that in this case the US is not playing the game to the harder degree, they seemingly no longer can.

Leave a comment

Filed under Finance, Media, Military, Politics

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

February 21, 2022 · 04:59

The presumption is mine

There is a setting that does not agree with me and I have seen this before. Yet before I do that there are two words we need to look at. The first one is speculation, it means ‘the activity of guessing possible answers to a question without having enough information to be certain’, then there is presumption ‘the ground, reason, or evidence lending probability to a belief’. So one is a guess, the other is an educated guess. It is always stronger than a guess, but it is till lacking certain levels of evidence and that is important to know.

This all started as I was just unwinding of several (too many) hours playing Horizons 2: Forbidden West. I started that second play-through without completing the first. I did this with the first game. You see, Eloy needs power and skill and running after the main quest (something I erroneously did in the first game) will not do it. You need skill points and the game is large, really really large and when you start finding adversaries that are (on land) a lot bigger than you think you will be either running for your life or running for cover. Those who go meet the challenge head on are shredded. Yet I digress (or do I)?

The Guardian gives us (at https://www.theguardian.com/news/2022/feb/20/credit-suisse-secrets-leak-unmasks-criminals-fraudsters-corrupt-politicians) where we see ‘Credit Suisse leak unmasks criminals, fraudsters and corrupt politicians’. There Is one problem. You see I do not think that this is happening, the Guardian was a happy tool just to get the exclusive. So as we are given:

Massive leak reveals secret owners of £80bn held in Swiss bank
Whistleblower leaked bank’s data to expose ‘immoral’ secrecy laws
Clients included human trafficker and billionaire who ordered girlfriend’s murder
Vatican-owned account used to spend €350m in allegedly fraudulent investment
Scandal-hit Credit Suisse rejects allegations it may be ‘rogue bank’

You see, my issue is that just like the ICIJ Pandora papers farce, this is an orchestration. I cannot say by who, we can point towards the NSA or a likeminded player (GCHQ), but the setting is larger. The US and EU are close to bankrupt, they play a nice tune, but the musical instrument has not been tuned for too long. A debt surpassing $30,000,000,000,000 and the EU is set to be in debt for about €10,973,338,444,376. They need to do something and going after some specific people is a first need. You cannot overhaul finances until certain ‘progressive entrepreneurs’ (aka white collar criminals) are dealt with ad the courts take too long, the problem is two fold. In the first the ICIJ was all about tantrums and BS, not much real useful info. We saw the accusations here and there with added ‘No actual laws were broken’ additions and it was a farce from beginning to end. Basic intelligence gathering acts were ignored, basic dashboarding was cast aside, and after 304 messages I know it was a wash. It was all about the power towards a ‘tax the rich’ flame which was happily drowned in whatever they used. Now we see the scolding of Credit Suisse and there are two parts here: 

  1. In the first they are accusations, so there will be a time gap, not a short one either. But it will be a message to ALL other banks that certain people have had enough.
  2. We see “billionaire who ordered girlfriend’s murder”, which might be fine, but which of the 2,755 billionaires was it? Well, the article gives us “his Lebanese pop star girlfriend”, so it might not be that hard. 

The issue is not the article perse, it is “A massive leak from one of the world’s biggest private banks, Credit Suisse, has exposed the hidden wealth of clients involved in torture, drug trafficking, money laundering, corruption and other serious crimes. Details of accounts linked to 30,000 Credit Suisse clients all over the world are contained in the leak, which unmasks the beneficiaries of more than 100bn Swiss francs (£80bn) held in one of Switzerland’s best-known financial institutions.”

Let me take you through the numbers. There is not one employee that has access to the 30,000 accounts, so it is the CEO, CTO, CFO, or something like that. Do you think that they are the whistleblower? Nope? Neither do I! Then there is the IT, but Credit Suisse is global, so it we get back to the CTO. One IT person does not have this kind of access without getting caught. This level of data has all kinds of security. It needs to have it. Then there is the inside part Who is the drug trafficker? Who is the corrupt? Who is the torturer? This is not set into an account, it requires data aggregation, something a way to large computer can do but leakers tend to now have that access, without getting caught. And the Swiss laws are strict, massively strict so there is doubt on the stage of “held in one of Switzerland’s best-known financial institutions” as well. The levels of security and insight cannot come from a leaker, just like with the Pandora papers. I stated that from the beginning. This was a state operator and the NSA is the most likely culprit. The USA is in too much debt, it needs to release pressures and they are out of options. So when the ICIJ strikes out, we get this. 

I have worked in data for decades and I have had less then 5 instances where I had national levels of data access, but I was monitored all the time (as one does), one protects the data it has. And I was able to do my job and aid the people involved. In an age of data being currency, do you think this is some leak? An £80bn leak no less? Then there is “leak reveals secret owners of £80bn held in Swiss bank”, a bullshit header if ever there was one. You see Swiss bank laws are strict, very strict and have been for a very long time but someone wants access and a leak would never reveal that. Such information can only come from state players, players with aggregated data on a very large level and there is every indication that the dat did not come from the bank but from other sources who transferred the funds from one to the other. The setting of ‘Credit Suisse leak unmasks criminals, fraudsters and corrupt politicians’ debunked in mere minutes. It took me at least 4 times longer to type this all. And when we get one example where the article is so ‘huge’, we get “the leaked Credit Suisse data shows his accounts were left open until at least well into the last decade. At one point after he left Siemens, one account was worth 54m CHF (£24m). Seidel’s lawyer declined to say whether the accounts were his. He said his client had addressed all outstanding matters relating to his bribery offences and wished to move on with his life”, as well as “The lawyer did not respond to repeated invitations to explain the source of the 54m CHF. Siemens said it did not know about the money and that its review of its own cashflows shed no light on the account”, so all that space on what amounts to 0.03% of the entire amount. Just like the ICIJ, shortsighted and a waste of time. So we get repeated invitations to explain 0.03% of what is such a massive leak? Is anyone waking up yet? 

This is about something else, it always was and in this the Guardian is allowing themselves (yet again) to be the tool in all this. It is not rocket science and it took me minutes to debunk a setting that is intentionally being misrepresented by 5 writers, I did this all alone in less then an hour (including the writing), so what fairy tale will the newspapers (via a state actor) serve up next?

Charging in full frontal will get some state players shredded, so they decided on the Eloy solution, illuminate from the tall grass and stay out of sight, plenty of players eager to take that limelight.

2 Comments

Filed under Finance, Media, Politics

Tagged as , , , , , , ,

February 18, 2022 · 19:23

Unintentional?

Whilst playing a game (Horizon 2, Forbidden West) my mind was drawn into a setting I have not openly done before. In the intro part we are (optionally) drawn into the conflict of intentional versus unintentional shortsightedness. A thief preventing theft is the clue (not giving away anything. But consider that I consider Microsoft to have shown (several times) the application of intentional shortsightedness. This goes back from the Xbox One and after. For whatever reason they did this, they set up intentional shortsightedness on storage for the longest time (since 2011).  And I have scolded them for it, I could do so because their competitor (Sony) set up an option where it could be solved. They did this in the PS4, PS4Pro and PS5. Microsoft since the Xbox One avoided that and only now (2020) offered another option, I reckon because they could no longer avoid that. Now we see streaming and I warned about congestion, the setting in the UK is now “UK’s biggest network operator, might soon become its biggest 5G provider. EE currently has 5G live in the UK in 160 places and plans to cover the whole country by 2028.” So proper national 5G in the UK by 2028, implying congestion in a lot of rural places. Europe and the US are in no better state. There we see “All of the major U.S. wireless carriers say they have nationwide 5G service, but industry analysts say that service is largely indistinguishable from 4G LTE service”, yet 4G LTE and 5G are not the same, in no uncertain way! So we see an industry who is hiding behind  shortsightedness to leave one third in the dark and that applies to the UK, US and Europe. 1/3rd is not worthy to be properly connected and in that we see a problem, it will taint streaming systems (and it works for Sony in no small way too). But I am not here pleading for Sony, I am here pleading for gamers.

The game gives us the stage of unintentional shortsightedness, because can we predict what happens or what is needed in 1000 years? Of course not, but the clarity we could see in 2011 was addressed by one and not the other, that makes it intentional. They cannot hide behind ‘We did not see that coming’ because nearly all could see it coming a mile away. Some hid behind what would expected to come (trade agreements) and someone boasted his trumpet too soon and the brand suffered, the other one made a video of one person handing a disc to another person and made short of the situation, but they too hoped for change and it is seen in there terms of service, the media largely ignored it whoring for digital dollars, but they too are guilty. 

These are all stages of intentional shortsightedness. So when does it become unintentional shortsightedness? Because of the filtered business approach, the approach of common sense or the approach of what a board of directors stipulates? I honestly do not know. I am willing to go with common sense, but common sense and business sense are not aligned, or better stated they are more often not aligned than aligned. There is the stage of common sense versus service level agreements, there is the stage of common sense and dependancy of suppliers and there are a few other stages. Yet if the the UK is any indication, the delay to national 5G (real 5G) until 2028 sets a much larger premise. The ability to offer 5G solutions and 5G added abilities to a nation when it needs to rely on other means. It is (as I personally see it) as the 80’s setting that Dutch Luc Sala stated as the have’s versus the have not’s and it is coming to actual deployment in the next 5 years and not merely in the Netherlands, it will be seen on the global stage. A stage of technological discrimination, the problem is to see the difference between intentional versus unintentional shortsightedness, because even as a game brings it to the forefront, this stage has been deploying for close to 3 years and if you want to refresh your information (I stated it several times) at present only Saudi Arabia has a national deployed 5G network, and it is more than that it is merely 700% faster than the US, it is a nation that took serious steps to make its nation 5G and over the next 5 years it might get a lot more benefits in its wake than any other player. South Korea might have an advantage as well, but that will be seen over the next 2 years. A stage that we saw coming a mile away, so is it at that point intentional or unintentional shortsightedness? I will let you decide. But the lack of services that we will see pop up all over whilst some providers hide behind ‘It works fine under 4G LTE’ and whilst the media keeps n ignoring certain steps should inspire you to seek out the real information bringers and make sure that the media starts operating less under the appeasing structure and more supported by the common sense pillar. 

Just to recap the important setting “In theory, 5G is likely to reach speeds that are 20 times faster than 4G LTE. 4G LTE has a peak speed of 1GB per second; 5G could theoretically achieve speeds of 20GB per second. … But where you might get 10Mb per second from your 4G network today, 5G could possibly provide 100MB per second everyday speeds”, so it becomes the “Do you really need 20GB per second?” And you think you are swayed, but the part ignored is that banks and others can have 20 times the transactions, so when you are in a bidding war and you will (nearly) always be missing out on a bid, it becomes the option where those who have will get the goods, those who have not will miss out on the goods. Transactions that are 20 times faster, the seesaw in a truly unbalanced stage. Consider your business where the information is brought to you at 5% speed, how appealing is that to some?

All matters that were out in the open for 4-6 years, now slowly pressing on your business, on your home, on your gaming and on your stream speed. You really think I was kidding when I saw congestion as the next big evil coming to your front door? So when short sighted people give you (on June 4th 2018) ‘NBN chief blames online ‘gamers predominantly’ for fixed wireless congestion’ and whilst we see see “The fixed wireless component of the NBN covers approximately 600,000 Australian homes. 234,000 homes are currently connected.” The larger ignored setting is that “streaming 4K video can use as much as 7 gigabytes (GB) per hour”, a clear setting of intentional shortsightedness, as (Australian) Netflix users surpassed 11,000,000 the Q1 2019, as such we see a massive cluster of shortsightedness. The issue here is prediction when does prediction become intentional? I cannot tell and Covid changed the metrics by a lot, but the levels of congestion were clear, they were clear before covid (2018), there are cogs that are connected, but I can tell you right now, that those claiming to see the difference can not always tell (including me), but I saw a lot of the factors upfront and I blogged them at the time since before covid. As such I feel that I have proven that a lot of unintentional shortsightedness was indeed intentional shortsightedness. Yes, I agree that some cases can be made in a few directions, but not all and too many points were unattended by too many industrials, and not merely in one nation, but near global and in the upcoming 5G commercial wars it will give raise to several failings that we are bound to see in 2023 and 2024. Perhaps suddenly the issues I raised in the streaming wars are a little less innocent, especially from the view of some of the industrials as they gave them. Consider some ‘stream’ presentation and consider who in the end they are really for.

Leave a comment

Filed under Gaming, IT, Media, Politics, Science

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

February 7, 2022 · 15:21

Relaunching IP

It is a thought plenty of people have and I am no exception. I was contemplating things and then I realised in light of the news I covered in the last week that educating people is always better than telling them how it is. Some people are afraid that THEIR thoughts are all, but I am not the most intelligent person on the planet. I am more intelligent than mot and my IQ is around two point short from the setting that Alan Turing had, so I have that to sulk about. But the station to educate others, to teach them where to look and what to look for remains appealing. So there I was sitting and contemplating an old master called the Balance of Power. I had bought the game on the Atari ST and I loved it. The game was a little shallow, but it was new, it had never been done before and as such it kept my attention for a long time. 

Wouldn’t it be great if someone picked up that idea and turned it into something serious? No longer a mere US versus Russia, but geopolitical field that included espionage. The US, EU, Middle East (Iran or Saudi Arabia), Russia, China and Japan? Consider that we have ‘quotes’ like “Problem analysis is the process of understanding real-world problems and user’s needs and proposing solutions to meet those needs. The goal of problem analysis is to gain a better understanding of the problem being solved before developing a solution”, and there is massive support to consider. There is J. J. A. Tacq who gave us Social Science Research From Problem to Analysis (1997), there is From Secrets to Policy by Mark Lowenthal which is now in its 8th edition. Foundational materials that makes us think and consider a much larger picture. There are economic works that could help creating understanding. Even if one book gets implemented in that game it becomes a whole new beast and to get the kitty turned into a behemoth that scares every tiger in Asia work needs to be done. But the game that was meant for a 640Kb Computer now gets 10,000 times the resources and has a setting of a massive data warehouse that could enable larger prototyping than ever considered before. I see some bloggers (journalists too) working the same equation again and again, all whilst they could create something much more explanatory and insightful for all readers. Some might not care and that is OK, yet the Balance of power had appeal to a fair amount of gamers and I believe even now in a new generational setting I believe that this appeal will still be there. And the benefit of streaming implies that you can try and you can see how the pawns fall down, the rooks optionally stand up and the political board shows a lot more than you ever considered. 

We seem to think that old is gone, but games and simulators were more advanced because they overcame memory obstacles, I reckon that some programs can still make us turn out heads, especially when some of these programs were created with the limitations that 1985 had and considering that my Abandonware gave the game 4.6 out of 5 gives another reason to consider what was out there. And let’s face it, what do you have to lose?

Leave a comment

Filed under Military, Politics, Science

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

February 7, 2022 · 08:10

The street we know

It is a different setting, we tend to relate to the streets we tend to know. Any technology is set upon a familiar setting. The benefit is that we know where we are and as such we get to where we think we want to go faster. The negative part is that this is a problem when it is true innovation, we cannot continue an iterative line if we want true innovation. 

So when I saw ‘Saudi Arabia announces $6.4 billion investments in future tech’ (at https://www.reuters.com/markets/funds/saudi-arabia-announces-64-billion-investments-future-tech-2022-02-01/) I took notice last week but merely that, it was to be expected. So when I looked at it again this morning, I noticed “include a $2 billion joint venture between eWTP Arabia Capital, a fund backed by Saudi Arabia’s sovereign wealth fund, the Public Investment Fund (PIF) and Alibaba, and China’s J&T Express Group, minister Abdullah Alswaha said”, I had overlooked that initially. But it makes sense, as ties with China grow, the Chinese IT sector would come in. It spells bad news for the US, for Amazon in particular. The options that were there are shrinking, they are not gone, but China is now in position to take the cream from the barrel and become the new fat cats. My IP still has options, but it might not go the highway I had hoped for (we all have that), still I do have the innovation advantage and when others fail I can step in. 

There is another side, a side that Amazon had in hands, you see with Neom and Vision2030 Amazon had a larger option if there was a data centre in Saudi Arabia, not a simple online store, but a real data centre, they would need one for a few reasons and even as the media gives us “showing its continued business interests there despite a public dispute between Riyadh and the company’s chief executive, Jeff Bezos”, we can see the hindrance there, we can see that there are issues (I am ignoring the FTI Consulting issues here), but in a larger stake worth billions, the need to find solutions are clear for Amazon. They could walk away and leave it all to AliBaba and the J&T Express Group yet who profits then? Not Amazon, not the US and it is another spark that goes into the direction of China. It is a problem for the US for two reasons. The first one is simple revenue, the US desperately needs that. The second one might not be that clear. You see Saudi Arabia has at present a full fletched 5G network, so those there can do all kinds of prototyping to a much larger extend and see the impact of congestion in a complete 5G network. You see at present we see assumptions via 4G LTE and other settings, this implies that other issues will not be captured when things go wrong. And with all the transgressions we have seen in 2020 and 2021 these systems need proper adjustment. Saudi Arabia has the advantage and now it seems so does China (outside of China), another step not to the advantage of the west (as expressions go), so how many steps do we all need to fall behind before people take this disadvantaged setting seriously?

Even now, the aftermath of Davos will be in favour of both Saudi Arabia and China. Al Jazeera reported “Observers see the high-profile conference as a way for the kingdom to redeem itself in the eyes of US President Joe Biden and the wider international community”, yet my question becomes ‘Why?’ You see, the EU and the US have shown themselves to be unreliable, all setting concepts to presentation in stead of evidence. Now that China is showing themselves to be a much larger player and a willing player could spell a massive loss in revenue. 3 billion here, 6.4 billion there, and several more billions left, right and hither. How much longer until we face the direction that we are losing out? Now this would not be a problem when we have alternatives, but there aren’t that many are there? And consider that one side gives us ‘Deficit shrinks in the first year of Joe Biden’s presidency’ (around $500,000,000,000 less loss), it is a joke when you consider that the deficit is still $2,500,000,000,000,000. And less than a months later the people are given ‘Biden’s $1.7trn social policy will send deficit soaring’, it is another setting of managing bd news and on top of that they lose revenue option after revenue option. So how does that look? The US debt has now surpassed $30,000,000,000,000,000, you have that kind of money? I do not and none of the others have it and an additional problem for the US is that the EU wants to dig into the Saudi revenue pie as well, yet at present China has the upper hand. A setting we ignore because we are lulled to sleep, and that time is gone, when the US debt comes crashing down the EU will join a massive loss and no amount of promise will aid anyone at that point. All because certain players underestimated the impact of innovation and innovation like some are marketing it is not innovation, it is a presentation nothing more. We all tend to keep to the street we know but when that street is on fire, will you merely stop the fire or see what resources are available in the next street? 

China did just that and now we see the fallout of political stupidity. Oh, and when Iran does not come across with promises that they made to some middle man, when the unfortunate adjustments come, the middle man will not care, he got his oil barrel bonus, he is just fine, but those who were behind it will get to say ‘Oops!’ Just as I expected them to do. At that point we will see another advantage to China, good going! And what happens in May/June when Iran has enough nuclear materials? What then?

Leave a comment

Filed under Finance, IT, Media, Politics, Science

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

February 6, 2022 · 20:38

Time on my side

Yes, this is what it seems to be and there are no rolling stones going my way. I saw the news yesterday, but I was busy with a few other parts. So when I recall ‘Early Christmas for China’ on January 10th and ‘Just like the moon’ on September 20th 2020 (at https://lawlordtobe.com/2021/09/20/just-like-the-moon/), there were even a few more mentions before that and people called me nuts, I was talking like Mr. Serious Hit. And now we see the continuation in the Business Insider with ‘As Biden struggles to define his relationship with Saudi Arabia, China is stepping in to fill the gap’ (at https://www.businessinsider.com/china-saudi-strengthen-ties-biden-struggles-define-mbs-relationship-2022-1). A stage that was out in the open, a setting where China is now ready to set the caper to take billions from the EU and the US and direct it towards China. I stated it before and now we see the mention of “In recent months, China and Saudi Arabia have grown closer, establishing new fronts of cooperation in defence and trade.” A setting that could cost the two dumb parties (EU and US) hundreds of billions. So where do you think they will get the heating relief for? How does it look when the BAE has a good system but these tea grannies protesting on behalf of the CAAT are now the cause of prolonging the UK hardship for another decade, well done ladies! A perfect setting where you had no clue what you were talking about in the first place. 

So whilst we take consideration of “Saudi Arabia has long been China’s biggest trade partner in the Middle East — Saudi goods accounted for 17% of Chinese imports in 2021”, yet that is not really the real deal, it is when Saudi Arabia extends towards 25% of Chinese imports to include defence materials and optionally consultation you will see a much larger change. You see, The UAE will be invited for a special tour, Oman and Bahrain perhaps too and someone from Egypt. That is the moment when the EU and the US needs to fear the impact of reduced revenue as well as losing a political ground. You see these people were listening because the US was bringing them stuff, when that falls away the political ground changes. It is the application of money talks, bullshit walks. Political people will call it ‘A complex situation that is being monitored and looked at in conjunction with the state department and others to see what we can achieve’, but the people around that setting will have their own version of applied stupidity in politics. It was always simple. The Kingdom of Saudi Arabia needs to defend itself from future attacks from Iran and the politicians in Eu and US have done EVERYTHING to trivialise that and now another step (by China) is being made to approach Saudi Arabia. That implies that the ball is no longer on the US side, it is on the other side and is the Kingdom of Saudi Arabia decides to lob it towards China the US will lose more than 3-5 years of decent revenue. They will have to sell to nations that do not have the cash, their credit cards are strapped as such larger discounts will be required. The UK is in no better setting, they will lose less, but they stand to lose a massive amount of cash that was meant for the British coffers that pays for all that can soon no longer be afforded. 

So whilst Chinese President Xi Jinping sings to the record of the Rolling Stones singing ‘Time is on my side’ in the halls of the Presidential Palace in Nanjing, the people who hear it will realise that the US is now in a stage where the debt surpassed $30,000,000,000,000 and the incoming revenue is decreasing. The EU might not be in such a setting yet, but both the EU and UK will see that life will become harder soon enough. All because alleged individuals decided to dance to the needs of Iran, well played, stupid, but well done. Perhaps you will get a Harrods Christmas hamper from China. 

Oh and the fact that I saw this months ago was not future prediction, it was the simple approach towards logic; there were always two alternatives and China got there faster and more convincingly.

Leave a comment

Filed under Finance, Military, Politics

Tagged as , , , , , , ,

January 29, 2022 · 13:01

That one flaky promise

This story get you from Reuters. It was the article (at https://www.reuters.com/world/us/biden-highlight-manufacturing-jobs-gdp-growth-pittsburgh-2022-01-28/) giving us ‘Biden visits Pittsburgh bridge collapse, vows more U.S. investment’, so how is this going to get done? We think it is a simple exercise, but in reality it is one of the hardest and it is seemingly going to infrastructure, which has close to zero return in investment. Making the exercise even harder.

So how did I get there?
In the first this is not specifically against President Biden. He inherited a debt from both the Democratic isle and the Republican isle, both sides are equally guilty and consider that the US last had a surplus in the Clinton Era (1993 to 2001) and 8 months later the World Trade Centre went down. At present the US has a debt that is now $29,800,000,000,000. It will hit $30 trillion in a weeks time. So how does one invest more when the debt is 30 trillion? It is a simple enough question and with the interests going up, the US will not be able to make interest payments in the next quarter. Yes, they will pull a rabbit out of a hat and some weird accounting principle will used to borrow $999,999,999 from 100 sources so that they can pass it without opposition, but that tends to be the final straw, the final nail in a coffin called economy. Consider that the UK only has a £2,000,000,000,000 debt and we saw only a few days ago that they are now staring at inflation giving them “£8.1bn last month – up from £2.7bn a year earlier” (source: BBC). It is a 300% increase due to inflation. So at what point does the US (Japan too) feel the brunt of $89.4Bn against the expected $29.8Bn (speculated interest numbers)? Now I cannot vouch what the actual numbers are, but if inflation hits the UK, it will hit the US as well, the nice part of setting debt to equal levels (EU, US, JPN) implies that debt interest will grow on near equal terms and the US is in it too deep. So how will the Biden administration invest more? There is no money left and infrastructure has been getting slammed for 2 decades now and as previous administrations did not do nearly enough, present and future administrations need to do more whilst there is no money left. 

So whilst we see the setting of a tragedy in Pittsburgh, it is in no way the proper setting of a fairy tale, because that is what I personally believe that the Biden administration is trying to sell. I would be delighted to be wrong, I truly do. Yet in the light of debt and interest all whilst US taxation got the US $3.46 trillion (actual 2019) and $3.71 trillion (estimated 2020), now consider that in 2021 the deficit will grow by $3,000,000,000,000 all whilst the additional interest payments will grow too. So the setting of a $6,800,000,000,000 budget that is close to 50% short of what is collected, so how exactly will these so called US investments be done? How can you invest in something you have no cash for?

Is the image too blurry or are you starting to see the greater picture? And now we see the dangers that the US is close to no options left but to take control of US set USPTO patents and IP’s. The US can only continue by setting US based IP to government leverage. So does it now make sense that I prefer my IP to remain in the Commonwealth? The EU an optional second choice? The smaller IP owners will soon feel the dangerous breath of a ‘social’ minded government to ‘share’ their IP with all Americans, all whilst their government will spend money they never had. I am on the ‘screw that idea’ mindset and prefer my IP to remain solidly within the Commonwealth. Thank you very much. 

So when that prediction come to term and when the brain-drain in the US does happen (still speculatively) what will the US have left to pay for the bills they have. 

And if you wonder if Wall Street pays for that, consider that they will have a 96 hour window to get the hell out of there with whatever portable wealth they have, and my guess is that they have been setting up nesting eggs in every zero tax place that they can call home next. The Wall Street Journal reported on this on December 10th 2021. There we see “thousands of millionaires have relocated to the city and the wider United Arab Emirates, drawn by zero income tax and relatively relaxed pandemic restrictions. The city’s bars, restaurants and hotels are packed, real-estate prices have surged, workers are returning to offices”, it is the first wave of what I think will be a growing wave all over the zero tax places. Let’s be clear, this is my speculative view, because people are increasingly eating oranges does mean they stop eating apples, but if a certain group gets loaded on one fruit there is a decent speculation that other fruits will not or at least less eaten. There is a wave and it is starting almost exactly around the time I predicted it to happen to some degree in 2014. There were doubts, but we were heading in this way and now we are almost there. And those economists who called me raving mad? Weird, I have not seen them around for some time. I wonder why? 

Just in case, do not just believe me, do not trust me (trust no one) and do your own math, consider common sense and wonder where your retirement fund will be when you are American in 2024 (most likely it stopped existing). Do your own math and do not accept answers from economists “This is too big too fail”, or “We expect it to stay around the same as it is now”, party lines that ignore inflation debt payments that cannot be met and an annual deficit of trillions. That is the reality your funds face. So when we see ‘Biden visits Pittsburgh bridge collapse, vows more U.S. investment’ I wonder where he is getting those numbers from, because the balance of the books do not support that promise, it seemingly stopped supporting that promise 5-10 years ago.

1 Comment

Filed under Finance, Politics

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