Tag Archives: Eu

Omitted resources

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

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

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

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

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

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Changing the reason

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

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

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

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

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

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

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

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Rollback

That is the word of the day, I have always had that word in my vocabulary. The setting that any solution o programmed in Clipper had the setting for a rollback. This is how I grew up (growing up in the Clipper age was a little weird). You see, I had two settings. The first was the data didn’t change and as I was a ‘little’ verbose with my data creation there was the option of registering a data version, so that was the setting. We needed a rollback in several situations and that is where the setting ends. You see, today I got to see a few news lines. 

First there was Reuters (at https://www.reuters.com/business/aerospace-defense/boeing-jet-returns-us-china-victim-trumps-tariff-war-2025-04-20/) giving us ‘Boeing jet returns to US from China, a victim of Trump’s tariff war’, now that is a scrumptious hotdog to say the least. At almost $100 million, according to one source, that is a delicious snack to say the least and as we are told. China send it back. The tariff could cripple Xiamen Airlines as the tariff is 125%, and even as Reuters give us that the plane is a mere $55 million, we can say that the price difference is a little too much to be acceptable, the larger setting is that several players are trying to dam in the losses that are projected to become American losses. 

Most of us will have seen the trade agreements that China made with Mexico, so there is that. Then there is the setting we see at where Business Insider gives us the setting that ‘Some Canadian Stores Are Labeling US Imports With a T for ‘Tariffs’’ (business insider put it behind a paywall, so that’s all you get. And only three days ago I saw the headline ‘China’s Strategic Pivot from US to Canadian Oil Imports’ (at https://discoveryalert.com.au/news/chinas-pivot-canadian-oil-imports-2025/) I cannot vouch for this source, yet in that setting we are given “Data reveals Chinese refiners have slashed US crude purchases by approximately 90% between 2023 and 2025, redirecting roughly 1.2 million barrels per day (bpd) toward alternative suppliers, with Canada capturing a substantial portion of this market share.” So the first step to a change has been given and I foresaw these changes even as I never knew about the oil. So as I see it, these changes show billions upon billions in losses for America whilst we see damage to their export, their revenue making defense industry, their tourism and we can go on a little longer. Wouldn’t it have been great if America had a rollback setting for their elections? 

So as Goldman Sachs gives us “The decline in the world’s reserve asset during an episode of elevated volatility comes as investors are increasingly focused on the US’s growing debt burden and other countries are also increasing their borrowing. “Markets are dealing with a lot of competing factors right now — fairly significant drivers where it’s hard to trade all of them at once,” says William Marshall, head of US rates strategy in Goldman Sachs Research.” Really? Only now do we see “investors are increasingly focused on the US’s growing debt burden”, that’s about 4 years too late, but whatever. I saw (and reported on this danger for a few years at least). If the EU, Japan and China dump their bonds (that will be an expensive exercise) the value of the Dollar doesn’t just drop, it ends up having getting a CCC− grade (to give a mere view on the matter). At that point the imminent suicide risk will spike all over Wall Street (a clear but reliable speculation).

I reckon that the one dropping them first gets the best value for it, but after that it will be a quick fall to the luxury value of zero. But it is not just America, the bonds of the EU and Japan will face a similar risk, America is merely the highest as someone thought it was a great idea to introduce the tariff game to their economy. Global News told their Canadians ‘Avoid U.S. travel if possible, Canadian academics are being urged’ with others following in similar settings. The Detroit News gives us ‘Avoid U.S. or take burner phones, Canada executives tell staff’ and there are more sources that give us that, with the added “Arrivals of noncitizens to the United States by plane declined by nearly 900,000 people, almost 10%, in March from a year earlier, according to data from the U.S. International Trade Administration. Travelers are reacting to President Donald Trump’s trade war and to stories of harsh detentions at U.S. airports. Border figures show 4,970,360 came to the U.S. from Canada in March 2024. That number dropped to 4,105,516 travelers a year later. More visitors reportedly traveled from Canada to the U.S. in March 2022 under pandemic-related travel restrictions than they did last month.” I think that Canada is the most likely of number drops, but I reckon that it is not the only one. So as I see it, the danger is not only to Tourism, but business travel too and in that case, hotels in all the major cities in the United States will report on losses of 10% or more, so what does that mean for the value of Marriott International, who operates 9,361 hotels worldwide as of 2024. In addition there is Hilton who operates over 8,400 hotels worldwide. I have no idea how many they operate in the USA, but these are merely the two larger players, especially in the business travel setting. So how many businesses are under the hammer because of this situation? And now as Canada is growing closer to the Commonwealth and they will protect their bigger brother (Canada is 9.985 million km² and the UK a mere 243,610 km²) OK, Australia is 7.688 million km², away highly smaller brother than the United Kingdom. But that setting now gives us that these business meetings are likely to be held in the United Kingdom or Australia. Hilton and the Marriott will still get their coins, but the underlying issues will hurt America to a much larger degree. And as this escalates over the next month or so, the damage to America will increase. Additional damage as China and India rolls in as expecting ‘saviors’ to Saudi Arabia and the UAE will change global politics and global economics to a much larger degree. India will get new options to get additional Pharmaceutical products sold to Saudi Arabia and that is another slice of a billion dollars. Then we get the UK, Australia and Japan hammering on improving their slice of Optical, photo, technical, medical apparatus, as such the American slice of $1.39B will decrees a lot more. All this started with tariffs and basically this setting was staged by President Trump. I merely wonder what got into him to drive America to the edge of insanity (and bankruptcy). What a miss that politics don’t have rollbacks and I reckon that the lawmakers in America will push for a larger change of settings, because I am certain that the Republicans are desperate to see this damage undone and it is me personal believe that they will accept any other politician, even a democrat to undo the damage they are seeing right now.

A mere 21 hours ago we got (at https://jakartaglobe.id/business/indonesia-seeks-stronger-trade-ties-with-eu-australia-to-offset-potential-us-export-losses) that Indonesia Globe gives us ‘Indonesia Seeks Stronger Trade Ties with EU, Australia to Offset Potential US Export Losses’, which is fine by me as I love the Indonesian version of Bami Goreng with Saté Ajam with peanut sauce. The best dish I ever had, even now after a decade, the scent penetrates my nose, even as I haven’t had it in over a decade. So I am looking forward to stronger ties with Indonesia and I kinda miss the spices we had in Batavia (my weird sense of humor). But the stage is drawn as more countries seek replacement for America, their tariff becomes their setting for isolation and Australia will be happy to have ties with a country that has 281.2 million potential consumers. I already gave the premise to Saudi Arabia as they have access to something Indonesia desires. As such there are more players to take over the places that America is about to lose and lose more of them. Next in line are the international students who will seek safer places to be. In this Canada, the United Kingdom and Australia have good chances as they all have great places Oxford, and Cambridge might be the first you think of, but not everyone can afford these places. There is till the University College London, University of Melbourne, University of Sydney, University of New South Wales, University of Toronto, University of Manchester, University of Technology Sydney, University of Southampton. These are merely a Commonwealth grasp of those who are in the top 100 and I reckon that the losses for America start to add up now. And that was merely the Ivy League, America has more good universities and now that the international students will seek education elsewhere, the economic picture of America will deteriorate more and more. 

Wouldn’t it have been great to have some kind of political rollback in place? 
Have a great day and consider where you need to set your focus to next. 

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When is the cure worse than the disease?

That is the question that is haunting me. I see ideas in several media and they make sense, they really do. Yet I am still haunted with the ideas in my head, realising very well that I could be wrong. So is it about right and wrong? No, in the first instance it has become about the unreliability of the press. There are too many signals out there. Then the ‘influencers’ came. With their need for digital gratification, digital reinforcement and the other settings, the conspiracy theorists. As some see me as one of those, I offer the idea that I am merely looking for evidence and that requires a reliable press, one that too often no longer exists. Whilst we look at the signals, we often ignore the spreader of the news and the channels they are moved to. 

There are noises that some republicans are deserting President Trump and stop the tariffs on Canada. It is a first setting, but is it enough?

I believe the damage was already done, and whilst you think that this is a joke, consider the other one. 

So, is the joke a mere meme? Is the meme real? Well, the data can be checked and as such why exempt Russia and not Canada? Fentanyl? The data show that Canada is hardly a bump on the scales. Then we get the classification of Fentanyl. According to the United States Sentencing Commission 86.4% were United States citizens. So what gives? According to their statistics

  • Southern District of California (229);
  • District of Arizona (177);
  • Western District of Texas (128);
  • Southern District of New York (94);
  • District of Massachusetts (90);
  • Eastern District of Missouri (90).

As such, the direct route from Canada into the US, we get from Vancouver into Seattle and the state of Washington doesn’t get to that list, which is what I would expect. It can be reached by bridge, the Interstate Bridge to be exact and it takes 130,000 vehicles daily. So as I see it, the numbers do not match the crime and the accusations. 

So what is this really about? In my version is is a distraction on how bad the finances of the United States really are. With 36 trillion in debt, the interest is about 1 trillion a year. We don’t get to much on that do we? So why slap the tariffs on the Commonwealth? The only think that kinda makes sense is that America is on the verge of defaulting its loans and it needs to prevent this, but that idea (the one I am having) is flawed. So is President Trump merely doing a distraction? The reason for this setting is that the press should have been all over this, but they are (by my reckoning) too busy for the grabbing of digital dollars. If the other nations economically collapse America stands a chance, but I agree the evidence to this is flimsy at best. But the other versions are even less likely, still they do have merit. And in all this, Russia gets no tariff? Not even pro forma? It makes no sense to me, but then I was never an economic.

On March 10th the US markets get to write off 4 trillion dollars, so when was that a good thing? As I personally (and possibly wrong) see it, when the markets lose value, the debt of America goes down as well (shake statement), or at least America gets to make deals, because when holding the debt is all that remains, the larger powerbrokers want to hold on to what they can. It gives America time to find a solution (not that there is one). As I personally see it, the real money is in Saudi Arabia and the UAE for staters, but they are the largest jewels in any crown and whilst America gets rid of any competitors through tariffs, their options open up. In the end America gets to compete with the Commonwealth, the EU and China. Three in stead of 30, it makes tactical sense. And the first issue is that all wars are set in deception following that premise the acts of President Trump make perfect sense. But is my vision on what happens right? That is what I wonder about, because I recognise that I might be wrong and the press is less help than usual.

That is merely my view on the matter and as such I stand behind PM Mark Carney and Canada, because Canada is a Commonwealth brother as are the other Commonwealth nations. So feel free to deny my vision, it is OK to oppose this or ignore this. But see what the evidence shows you and take it from there. That is all I can tell you, make up your own mind.

Have a great day, it’s almost Saturday for me (in about 40 minutes).

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On the left you’ll see

That is the setting, but is it the difference? You see Canada might have lost Justin Trudeau as the Canadian Prime Minister, but President Trump is about to face his most dangerous opponent ever. It is AP News (at https://apnews.com/article/carney-canada-uk-france-trump-arctic-60993a6e738f797977ef544dc5857ea3) that gives us ‘New Canadian Prime Minister Mark Carney seeks alliances in Europe as he deals with Trump’ and before the ‘loyal’ Trumpetists shout “So what?” People need to realize that Mark Carney was the former Governor of the Bank of England. As such he has friends in very high places and has access to a lot of non official routes to information, A lot more than PM Trudeau ever had. I still think of him as Marky Mark of the British Bank (off the record). As such PM Carney can push new buttons Canada never really had access to. The second setting makes a lot more impact. He was the first noncitizen to be named to the role in the bank’s 300-plus-year history. That doesn’t merely imply that he was good, he was the best the Bank of England could get their fingers on and he was heading the race with more than 5% advantage over number two in that race. 

Another setting (given here) is “Robert Bothwell, a professor of Canadian history and international relations at the University of Toronto, said Carney is wise not to visit Trump. “There’s no point in going to Washington,” Bothwell said. “As (former Prime Minister Justin) Trudeau’s treatment shows, all that results in is a crude attempt by Trump to humiliate his guests. Nor can you have a rational conversation with someone who simply sits there and repeats disproven lies.”” I cannot vouch for that, but the logic of Professor Bothwell is sound. The setting that everyone seemingly overlooks is that the Five Eyes group could become the Four Eyes Commonwealth. That is the larger issue that Trump faces and PM Carney as former Governor of the British Bank will have the UK and its MI5 and MI6 on its side. I reckon these two rascals (aka Sir Ken McCallum and Richard Moore) on his side and with that Australia (Mike Burgess and Kerri Hartland) will accept the new setting. I do not now where the The New Zealand Security Intelligence Service sits, but I reckon that they will most probably unite behind their Australian and UK parts (Andrew Hampton), I have no idea if there is a separate MI5/ASIO version for New Zealand, but it might be a reason to have one. As soon as America is booted of the Five Eyes group President Trump might throw a gasket or two and from then on we face a less friendly CIA/NSA. They don’t like to be excluded from anything. As I see it, they allowed Donald Trump to be elected, so they are part of the mess they created. This is not a given, but it is a possibility that PM Carney can throw for. In the second setting he could start the talks for a replacement for the F35 and the Typhoon is certainly up to the task, as such he could start these talks right now with the BAE. I reckon that President Trump will appreciate the loss of billions (who he’ll likely blame on deepfake intel from China).

As such there is also a need to get trade routes and alternatives arranged for industry losses of Canada and see what Canada can deliver to the UK and EU, who in turn can also be less dependent on America. I think he should also do this with Australia and New Zealand, but that need to happen in a separate meeting (let’s face it, has he ever seen the Sydney Opera House), as such PM Carney might have a pretty filled ball book this march. So in 14 days he can say to Trump “Did you see the Five Eyes report? No? April Fools you are no longer a member.” I reckon that Canadians and Australians share a nice set of dark humor moments. 

So enjoy this winning goal shot America, I reckon you will get this sinking feeling a few times more before April 1st. You pissed off more than merely Canadians in your 51st state setting, the other three are angry as well (even though not as angry as Canada is). President Trump angered more than Canadians. He showed for the first time that the Commonwealth needs to unite. China or Russia never gave us that need before. 

So, you all have a great day and see the fields where the pucks grow, Now we merely need to get Australia to appreciate the game of the puck and the 4 eyes nations to get a new competition started. Who knows in a few years time Australia and New Zealand could also beat America in overtime. #JustSpeculating

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The war in Saudi Arabia

Yes, that sounds a little confusing, but that is the work of America. The BBC reported (at https://www.bbc.com/news/live/crr0gngkjrvt) ‘Ukraine not attending US-Russia talks in Saudi Arabia, government source tells BBC’ and that is not all. You see, as reported “Trump’s closest foreign policy advisers, including Secretary of State Marco Rubio, are traveling to Saudi Arabia to begin negotiations with their Russian counterparts – without Ukrainian involvement” and that is not all. You see at this point can anyone tell me how any negotiation without the aggrieved party went well? In further news “As our international correspondent Lyse Doucet writes, there’s a realisation in Europe that the old transatlantic partnership between the US and Europe is “broken”.” And to add to that smoldering fire which is picking up: “JD Vance uses his Munich Security Conference speech to scald European democracies, almost entirely ignoring Ukraine – the conference’s key focus” it is a larger setting that might befuddle you, but the larger extent is in the first America is broke. Their infrastructure is at the point of collapse. To make matters worse the 25% tariff on Aluminum and steel will hurt America more then Europe as reported, but is that true? You see as things fall to a zero point of budgets America has no ability to pay for any of that. I admit this is a personal view and all media will tell you that I am wrong, but when these issues hit they will proclaim that it was a much larger problem and they have (from ‘reliable’ anonymous sources) that other factors were much larger. I reckon that the media will translate ‘reliable’ to ‘sources close to to the matter at hand’ we will never get any names, but that is how they will play it.

The other setting that was given was “At the Munich security conference this weekend, where much of the diplomatic action around Ukraine has unfolded, Zelensky called for an “army of Europe”” That might be an issue. As America will shun its duties a lot more and delay matters with questionnaires Europe must act. Europe is the next stop for Russia and America sees that it will take Russia decades to set the tone there, in which the American rich boys (girls too) will have vacated to a nice retirement in a zero tax place. In the meantime the decades of mess that Europe now faces needs to be with a ready army and as America is unlikely to foot that entry, Europe seemingly has very few options. The first option is that they align with China and that is an option as JD Vance stated through the media as “He accused European governments of retreating from their values, and ignoring voter concerns on migration and free speech.” Well if that is the case, a case can be drawn up to create a fraternity with China in the house and America exiting the house. Perhaps America can make a deal with Russia, you see, when Europe and its 743 million consumers fall away, what is America left with? Canada is already shunning American goods whenever possible and when Europe does the same thing? The massive loss of €503 billion worth of goods, €319 billion worth of services as well as 2.3 million jobs in the US. Do you think China will shy away from that much? That will boost their economy in a massive way and that is before you realize that the Chengdu Aircraft Industry Group is making leaps into the Middle East and Africa. So what do you think will happen when the first EU nation signs an agreement with the Chengdu military hardware groups?

As I personally see it, America merely needs to lost 20% of all that to collapse. The race instigated by Wall Street is now having dire consequences. And they did not ‘fall victim’, they threw it away in stupidity. Just like the setting the BBC gave us 8 hours ago with ‘US government tries to rehire nuclear staff it fired days ago’ with the notable quote “The US government is trying to rehire nuclear safety employees it had fired on Thursday, after concerns grew that their dismissal could jeopardise national security, US media reported”, which made me giggle as we saw that danger pop up in hundreds of episodes of the Simpsons. So as we see these events unfold, we have one more BBC story to give you. At https://www.bbc.com/news/articles/cvgl27x74wpo we are given ‘‘Army of Europe’ needed to challenge Russia, says Zelensky’ there is a larger setting to this. You see, we might focus on “He also said Ukraine would “never accept deals made behind our backs without our involvement” after Donald Trump and Vladimir Putin agreed to start peace talks.” But you would be wrong, the issue we see is found at “Trump’s special envoy to Ukraine also said Europe would be consulted but not take part in talks between the US and Russia, if and when they happen.” You see, the talks are to be had between the two bullies of the world and do you actually trust the outcome of that? Zelensky is right, Europe must get ready to counter Russia and that time is not far off as I speculatively see this. In this I have seen reports from Generals all over Europe and France is worried, the UK is worried and others are too, but Western Europe is about to become ground zero to the Russian expansion effort. So when I said that there was war in Saudi Arabia, it is the simple fact that two bullies, one mental and the other broke. That they are there to slice the world with America hoping for a 51st state. Living Europe to Russia. This is my speculation, but it fits with all the data we are exposed to. Europe only option is to either side with BRICS or align with China. I reckon the second is better and that comes with new agreed settings by the EU and as America needs to talkback the stupidity they invoked over the last week there aren’t too many takers for that conversation. 

How wrong am I?
I agree, I could be massively wrong, but that is what the data makes me think and in this case I solely used the BBC data available. But in light of the too speedy announcements out of America, can you show any other path? I reckon that as this unfolds America has a few more problems. I reckon that the UK, Germany and France will not openly welcome China in their Intelligence settings and that makes sense, but the Chinese side will be that America is cut off completely, so now the CIA, NSA and other alphabet groups (not Google) will be cut off as well. That will be likely their first demand in that and Europe will comply, UK likely as well and that sets a new premise. American intelligence will falter in Europe, Middle East, Africa and Asia. That is the second step in the American economy buckling. America has a larger dependency to lose and soon no way to influence the flow of data. 

So feel free to debate and ignore what I say here (which is fair), but ask yourself a simple question. How can anyone deny participation of an aggrieved party? It is a simple enough question. Have a fun day.

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The new optional premise

We have all heard the Anti-Chimetic (might not be a real word) from America. This is the setting we all face, once a Chinese innovative company becomes too big, it gets b banned from America. Yet, now there might be a new premise set. You see the BBC (at https://www.bbc.com/news/articles/c3e18qylq5do) gives us ‘US Supreme Court upholds TikTok ban law’ with the added “The US Supreme Court has upheld a law that bans TikTok in the US unless its China-based parent company ByteDance sells the platform by this Sunday” They might hand it to Kevin O’Leary (with a co conspirator), and as Kevin O’Leary is all about making Canada the 51st state he is becoming the enemy of every Commonwealthian. We don’t like that option, yet as I see it there is a second options. 

You see, the idea is that ByteDance creates a new hub in the UAE (optionally in Saudi Arabia) and now America has a problem. What will they do? Stop either of these two players? Good luck with the fallout that this brings. 

If ByteDance creates (for example) a second hub in the UAE, for example Abu Dhabi, and set the pre mine that everyone can post there, the UAE becomes the TikTok hub. The second nice part is that all the advertisement revenue goes there too and now we get a new setting, the international viewers get an international audience and in that the UAE will see a nice windfall too. Optionally we will now see Emaar Properties, Nakheel, Meraas, DAMAC and a few others float to the advertisement top. Optionally it opens the doors for Google to ‘promote’ solutions, but that is how commerce goes. It wasn’t enough for America to fill their pockets, now it turns out they are left with an empty shell. And from there new opportunities will grow and the first nail of the America isolation coffin is set. So whilst American ‘Justice’ is now set against the 170 million users it has in the US. These users might find a new breeding ground for growth. And with the 175 million users it has in Europe, the premise will now be set that America can no longer advertise to over 350 million TikTok users and lose the view of millions of users. I reckon (a speculation) that this loss will be seen all over Google (YouTube) as well. An Anti-Chimetic setting that comes with several hooks and a non-American angle in addition. So how good was this? I set this premise to the content that America had never proven that Huawei was an actual danger and should TikTok seek this solution, it also opens the stage for Huawei to get more and more visibility. There is no fairness in this, America should have given evidence (there was none), merely the fear that is was going to be (and successfully proven at present) that America lost to China in innovation. The setting that was simply set as early as 2010 when SIPO granted 814,825 patents, a year-on-year increase of 40.0%. So this is not new, this has been going on for 15 years. All whist certain ‘captains of industry’ relied on the size of whatever viagra increases instead of revenue. Innovation was a mere spin and now that the die is cast and results are to be shown these people cry like little bitches that the market isn’t going their way. Well the market relies on innovation, something the UAE has proven several quarters over the last 5 years with (allegedly) tremendous growth every quarter. We have seen the numbers and we are shown this with Emirates (with a reported growth of 71%), Emaar Properties Dubai (with a 66% growth) and a few others, but the story should be clear. I actually came up with an idea that could have added even more to that revenue and I grant you that Dubai was a good place to test my IP, before it gets grown into London and Toronto. My IP is never actually localised. It is merely a stepping stone to a more global impact. So as I see it the TikTok ban might open a few more doors for me (pure wishful speculation on my side) and in this where is America? And in this the Guardian gives us ‘TikTok says it will ‘go dark’ in US on Sunday unless Biden acts’ a real nasty setting, because the ‘go dark’ setting isn’t the end, but it is the diminished revenue for America in a stage where they are losing a near dozen in revenue settings on the global stage and when this is the start the TikTok people will find a second stage in the EU where one country will become a secondary hug to Abu Dhabi. A second stage of revenue going from America to another place. So how is that for jolly?

And in all this America only needed to supply evidence, not evidence that players like (for example) Microsoft would like to see presented, but evidence that shows that China was an actual danger to innovation, because it is the innovation that counts. And now there is a stage that could open up sales for Huawei to the EU all that from Anti-Chimetic fears. What a lovely web they weave.

Have a lovely day and feel free to explore what innovation the Huawei Watch 5 brings. The first watch that becomes a threat to both Google and Apple all at the same time. One brand to smite both, so how secure are we with what comes? HamonyOS is now striking out to a much larger population and while Apple and Google are at odds with each other, Huawei is setting the stage to strike at both. And this news is a mere 2 hours old.

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Sheep to the slaughter

There was a view, I agreed but not for the same reasons. I agree that Brexit was needed but for different reasons. You see, I saw the EU corruption for what it was. A setting where banks had their own little club, the club of 22. And there we saw Mario Draghi was a welcomed sight. I was hesitant to see it for good. Even as Mark Carney had its own ideas, he was right. Brexit was the way and the way was going to be hard. Now we see the Guardian embraces the story ‘Majority of Brexit voters ‘would accept free movement’ to access single market’, the carrot for idiots. There was no free movement, there was merely what others would allow us to do and that free movement comes at a price. So as we are given “A majority of Britons who voted to leave the EU would now accept a return to free movement in exchange for access to the single market, according to a cross-Europe study that also found a reciprocal desire in member states for closer links with the UK.” Yes but at a price. Now that the ‘settings’ are reset, the stupidity of the EU opens up again. The EU was on the verge of collapse as they are in denial of the consequences. You see we are given “85% of the EU’s debt has been incurred since 2020” but the story was worse, much worse. The debt of the EU has been calculated at €14,300,832,000,000 it was that bad (still is), the breaking through Brexit made sure that the UK was no longer held to account to that debt. Now that the trolls and corrupt ‘friends’ of the Euro got their stories to account going on since 31 January 2020 they finally won and the reset is about to take place (the fact that the idiot Keir Starmer assisted in the matter was a great help to the EU). What is the matter? Well in part they are right, the UK benefits from the strength of the EU matters on one side, the opposing setting is also true. A family with 27 family members and I reckon that 6 or them are nothing less than a newer version of the village idiot. They have a voice, but they also were chomping at the bit to get access to the credit card of the EU and that is not a good thing. The second that the banks come in, the setting will be final. The Greeks are loving this. There is every chance that the Greeks will blow out their debt again. The reason is simple, they don’t have what it takes and they take what everyone else has. That was an I personally think is the remaining setting. They are not alone, but they were the most visible one in 2019. Now that stage will erupt again. The EU doesn’t have the checks and balances it needs to stop that level of idiocy. 

We are also given “The report found about half of Britons believed greater engagement with the EU was the best way to bolster the UK economy (50%), strengthen security (53%), effectively manage migration (58%), tackle climate change (48%), allow Ukraine to stand up to Russia (48%), and for Britain to stand up to the US (46%) and China (49%).” My issue becomes. What data? How was the data collected? When we see ‘effectively manage migration (58%)’ how many want to push their migration numbers to UK? How many are are anti China minded? As we are given ‘for Britain to stand up to China (49%)’, are they sure they meant ‘for Britain to stand up for China’ and in all this the new markers are presented and not given towards the Middle East. That becomes a nastier kettle of fish. In the end, when the tally is shaped there will be anger towards the media for not letting us know the truth. I reckon that at some point media moguls will go the way of Brian Thompson but now with a mere rope and a tree as support for their distrust of the media. We are almost at that tipping point and reversing Brexit will give us the stage in 12 months or less. At that point the finger pointing starts and the media will lose whatever support they had. As I personally see it, the largest issue is seen in the last paragraph. With: “The Brexit-era divisions have faded and both European and British citizens realise that they need each other to get safer. Governments now need to catch up with public opinion and offer an ambitious reset.” One side is the media “British citizens realise that they need each other to get safer” and this is largely because a false picture was given for years and as this is shown to be wrong, the people will go for the throat of the media. This is no longer the 90’s where the media had overwhelming powers. Now they are held to account and optionally with their lives. As for the ‘ambitious reset’ this is largely enabled by banks and their need for the reset of their credit cards. What comes next will be the stuff of nightmares. It won’t happen directly, it will be a soft landing, like landing in a pool of molten lead. Within a year the UK will get their new demands handed to them and that will be the game, the EU (Germany) will win and suddenly they will they will side with Russian demands. As such the Ukraine will suffer and the EU will suffer too. The Americans will hand Russia through the Republican Party. Republicans are far more likely than Democrats to say the United States is providing too much support to Ukraine (42% vs. 13%) (source: Pew research Centre). And when that comes to blow, America will distance from the EU. It was too hard and they have too little cash left. A setting that was always come to pass. As such the anti-China sentiment was in favour of America, as they pushed their goods. So how long do you think that setting will last? In all this, the solution to embrace the Middle East and China was a larger option then anyone thinks. It gave the EU breathing space against Russia. Now the UK is in the mix and the only option (I believe they have) is to open the door to BRICS and China. It don’t think it is a good option, but it is better to see that then to see the new maps of 2040’s stating Netherlands Oblast (or more likely Holland Oblast). That danger is more and more real as America lets the Republican setting of “U.S. support for Ukraine” getting smothered to death.

As I personally see it, Europeans are leading themselves as lambs to the slaughter. What a disgusting end to the foundry of civilisation (1095 – 2040). 

Could I be wrong? I hope I am, but the wrong people got to speak at media events and I am keeping a list of media people who are leading the run towards the gallows. Like the Dutch writer Marga Minco who wrote Bitter herbs (1957). As the character in that book who through the personal inside of people decided who was handed to the devils and who went the way of angels. I reckon that not many media people are going the way of angels. And those howling that they merely viewed that the people had a right to know will see the digital age as the one serving them, not the people. There needs to be a tally, especially of the media.

Have a great day and if you are with the media, the gallows are down the lane to the left, overlooking the emptiness of the fields of bankruptcy.

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The price of debt.

That is what I am looking at, the price of debt. You see, they are all hailing that the US economy is strong. One voice (Goldman Sachs), the one that lost it all in 2007 told the world that America would be strong at 2.5% (somewhere I read it). To all it sounds nice and I like nice, but I also query a system that is to my (non-economic view) is rigged. As we see images all over the place on how good things are supposed to be, consider:

We see the setting as tax collected. For 2023 is was “The US government collected nearly $4.7 trillion in gross taxes during the 2023 fiscal year, which is a 15.5% decrease from 2022. The IRS collected taxes from a variety of sources”, now for some it is a little more then milk money. And that sounds nice, but the other side has “As of October 2024, the United States government’s monthly interest rate on its debt is 3.3%. The average interest rate for 2024 is 3.32%, and the total debt is $35.46 trillion.” Consider the simple setting of 3.32% of $35.46 trillion. This gives us $1,170,180,000,000 dollar annually. Which would be ‘liveable’ were it not for the simple fact that this is ONLY interest. The debt remains. And now we have a problem. You see the interest is is a simple 24.89% of the entire taxable revenue and it was 15.5% less from 2022. Do you now see the problem? 25% of all taxable revenue goes to the banks that carry the debt. The federal government spent $6.75 trillion in FY 2022. This means that they spend over 30% to much, more than they had and if there was no debt we could argue, but at this setting we are faced with the simple fact that $6.75 trillion was spent over an available amount of $3.5 trillion, which is getting worse and worse. As such we could surmise that the debt will increase with a little over 3 trillion over spending over last year alone. As I see it America is done for. And the setting worsens with the optional crushing of Google in 2025 (by breaking up that firm) which give Huawei their first global win. Then the defence industry is losing more and more revenue to China and this sets a larger premise. In that setting we see on one hand “The A&D industry generated $425 billion in economic value, representing 1.6 percent of the 2023 nominal GDP in the U.S.”, yet in this we already seeing revenue shifting to China in this year alone and more revenue goes to Europe. For Saudi Arabia alone this sets the bar at “In 2024, the Saudi Arabian defense budget is worth $71.7 billion and will grow at a CAGR of more than 8% during 2025-2029.” Yet other sources give us that “Saudi Arabia estimates military spending will be 15 percent lower than budgeted this year” as such we could surmise that this implies that Saudi Arabia by itself would spend $10 billion less. Not a biggie you say, but the other side is that China now has a little over 10% on that slice of delicious gunpowder baked pie. Making the loss for America more. As such we see an annual loss of $16 billion in one year alone from one customer. As such, what would be the books on India, Japan, Taiwan, Pakistan and Indonesia? If we see these picture, we see a dangerous escalation towards some fictive nil revenue for America. Fictive because that will never happen, but as the largest players seek economic stability they will spend less and take other jobs ‘in-house’ as the expression goes and America has been too reluctant to appease to that state of mind. And now China will step in to offer just that. As I see it, the question on the dollar setting was wrong. We are given “As of March 2024, over half (52.9%) of Chinese payments were settled in RMB while 42.8% were settled in USD” against the tariffs threat by president elect Trump. The actual question would become “How long could the US Dollar keep standing?” You see, as the debt becomes a millstone around the neck of the US administration, we need to consider that some nations will seek shelter from the fallout that this setting. In 2017, on March 17th I wrote ‘The finality of French freedom’ (at https://lawlordtobe.com/2017/03/17/the-finality-of-french-freedom/), I set the comparison of the Euro like a barge kept in balance by 4 strong economies. UK, France, Germany and a combined economic anchor. The UK was lost and there was a setting when the French anchor would be lost too. The Euro could not survive a setting with two anchors. A simple equation. Now with the Dollar under attack the Euro could face near certain scuttling. As such the Dollar has an influence there. China seemingly doesn’t care, but the other players who make up a combined anchor might switch sides when they merely look at their own currency. And the debt? They will not care. And as such the dollar faces a lot more than the bully tactics of choice. They will need to up the game by a lot, because when one goes, so will the other and that puts the livelihood and liveability of 784 million people at the markers. 100,000 of them will do fine, but that represents a simple 0.01275348% of people who are likely to make it (outside of the EU and USA), so when were that good statistics? 

The price of debt was always there, but the media has been eager and willing to hide those facts through BS and spin and soon when the people catch on (the other 99.987% of people), the live of playing the media courtesan will be one of the most dangerous of them all. People remember. And it was a simple equation for the media. “You can fool all the people some of the time, you can fool some of the people all of the time but you can never fool all of the people all of the time” A simple setting I knew to be true as early as the early 80’s. So how long did they have at most? Some are already falling in the bad light and when the people realise that they weren’t eating potatoes, but turnips. They will become massively enraged. 

A simple setting I have known to become reality at some point. So when are we given the goods? When the interest of the debt of America is shown as a setting against the budget and at this time it is around 25%, Americans need to realise that budgets need to diminish by at least 30%, so at what point do the people realise that the simplicity of the matter is that their money is about to be gone?

Have a lovely day.

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When the credit card stops

That is the setting for the US of A. The BBC gives us ‘US debt would increase under Harris and soar under Trump – study’ (at https://www.bbc.com/news/articles/ce81g9593dro). We are given that there is basically no escape for America, I have articles going back to 2018 where I give sight of what is coming. Oh, and by the way at what point do you cancel someones credit card? We are given “Donald Trump’s campaign proposals would increase the US national debt by double the amount Kamala Harris’s would, according to a new analysis by a non-partisan group.” We are also given “Trump would add $7.5tn” now consider that the interest on this would be around 450 billion, just on the increase alone. Now consider that the total debt is 500% larger and now consider that the US economy needs to come up 2.25 Trillion EACH YEAR to deal with the interest alone and I saw that coming 5 years ago and the news media and these so called financial experts never saw this? I do not believe this. We were all told and presented a story. And they are about to lose whatever leeway they thought they could hang over us. The media was the tool some were able to use (with what I speculatively see) as stake holders to ‘bring’ the presentation. And the media seemingly was left in the dark, or were they?

The problem is that we cannot see or prove any of this. But consider that I saw this coming for over 5 years and I do NOT have an economic degree. What makes you think that I am more clever than these financial wizard in the media (CNN, BBC, WSJ, the Guardian) and many more? Do you really think that they made a miscalculation? They isn’t nickel and dime stuff, this is about 35 trillion dollars. How much sneaky bookkeeping is involved to put such an amount under the tables? This would require the cooperation of media, banks and governments. So when your retirement falls away, who will you blame? The media? The Banks? The Governments? Seems ludicrous, almost some crazy conspiracy. But consider the facts. Consider the evidence and the avoidance of the media to address certain economic facts. That is not some cooky setting, the evidence is out there on the internet. Consider all the media and consider what the media never gave us. I can tell you more, but it is time to consider what I am telling you here and make your own mind up. 

Now consider that the EU had six trillion euros in taxable revenue in 2022. Now we see that America is optionally about to increase its debt more that the taxable income of 27 countries and it does not raise an issue? Now we know that plenty of EU countries have a GDP that equals an apple and an egg. But together they should amount to a fair amount considering that these countries have a total population of 449.2 million, which is a lot more than America (about 34%). Now consider that people pay taxation, companies pay taxation as well. But the tax breaks are mostly for companies. As such I look at the people. There is a baseline that extremely roughly applies and when that baseline is applied the numbers do not match up as I personally see it and I have seen this setting for over 5 years and the media ignores it all. 

Could I be wrong?
Yes definitely, but overall certain numbers create levels of equilibrium and I see that these numbers aren’t here at the moment. And the media seeing these debt levels fail them could also be seen as optional evidence. So how does it work? It seems clear that the media can no longer be trusted (in my opinion). So how to get the numbers? I cannot give you my sources, so you are a little on your own in that regard.

Have a great day.

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