Tag Archives: Europe

Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

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Pushing buttons

That is the name of the exercise and this time it is not just having a go at Microsoft, it is time to call Apple to attention as well. You see we have been pushing buttons on a keyboard for years, optionally for decades. Yet when did we see ACTUAL evolution in these contraptions? The most interesting evolutionary step was seen in CSI Miami in 2002 when an episode evolved around a laser keyboard display.

It didn’t go far enough, but it was a start, since then for 20 years. two hundred and forty months no less, both Apple and Microsoft have been spinning all kinds of innovation, but leaving a larger gap. You see, the world is globalising and both were part of that, but they never embraced the world, they merely pushed American values which are not the same.

Now consider this image below. The black keys are small LCD screens (or something similar). 

This is not a leap, this technology, all parts exist. On the iMac you can literally change the keyboard on your screen, a decent case can be made to make the iPad the Keyboard to ANY other Mac, but that is a different conversation. You see, the next part makes sen se if you know more than one language, this example shows us an Arabic version.

A setting that many have seen (millions actually). Japan, China, Korea, Arabic Nations, Pakistan, Ukraine and that list goes on for a while, even in Europe (France, UK) they have different setups. 

So here is the screen below

A simple example from Hiragana. With a home font (the white character) and Hiragana. This was not rocket science. The elements have been around for DECADES and Apple kept itself asleep at the wheel (no one cares about that snoring dumbo Microsoft). A setting that is strangling market research, Advertising and any corporations with foreign needs. I get it, such a keyboard (for now) isn’t cheap (expected $399), but over time as these edges of technology are explored more and more, the prices will go down and two multi trillion companies couldn’t figure this out? And Apple is even in more hot water. They could have set this up by having an iPad (which has 99% of these abilities) at the ready, to make that iPad a Bluetooth keyboard for any other Mac (MacBook or iMac) and they just didn’t look that far? Too many blinders mister Timmy the Cook? 

I wrote about these part (not to the complete degree now) a few years ago and none of these two entertainment jollies (clowns seem too harsh an expression) didn’t catch up? This is the issue with those proclaiming innovation and iterating themselves into the next decade year after year. Innovation comes from making the jump no one else considered and commerce is nice. You see when Apple comes with this idea at $399, someone will reengineer the idea into a $129 solution that works. It is iteration grown from innovation, but Apple made the innovative step, from there evolution comes. Was that hard? 

Are there issues?
Of course there are. Pricing might be a problem, but the keyboard has been neglected for decades, time to open that rusty door. In the end Apple can only start the setting, what comes next is up to the actual innovator. At the ready the iPad could become the start of new Bluetooth technology, which could lead to iPad based keyboards (more rectangle) and with a decently stronger screen. All options in front of the eyes of the Apple cook who seemingly overlooked it all and never looked beyond the blinders they all had. And as for the issues. Is it my job to fix all their shortcomings? Nope it is not, but with the IP at the ready and optionally a massive pay package, I can hand over some idea showing the others that I have a much stronger hand that is not out in the open (Amazon take notice please). You see Amazon could see this too, which means that multi character set design systems will take a much larger stage next, a stage that Azure/Oracle doesn’t actively has and that gives opportunity. You see the Kingdom of Saudi Arabia is investing $200,000,000 in all kinds of IT solutions, the UAE has a $2,000,000,000 portfolio ready for startups. 2.2 billion and Amazon has options, so who else is asleep at the wheels (plural intended). Is it all to be had? Of course not, but gaining a slice of a 2.2 billion dollar cake is better then nothing and some people need to realise that the Middle East is here to stay and it is investing. So why not wake up, have a coffee and see where that could lead you? 

It is merely a thought, but who else gave you the option to consider a slice of a 2.2 billion yummy cake? And it all started with a keyboard, so where are these so called innovators now?

Enjoy Monday. 

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Two carbon based stories

Yup, we have carbon based cars, carbon based credit cards and also carbon based stories (this one). You see, two stories brought it up to the front in all this. The second story is given to us by the Guardian. It is ‘how a UAE sheikh quietly made carbon deals for forests bigger than UK’ (at https://www.theguardian.com/environment/2023/nov/30/the-new-scramble-for-africa-how-a-uae-sheikh-quietly-made-carbon-deals-for-forests-bigger-than-uk) where we are given “The rights over vast tracts of African forest are being sold offin a series of huge carbon offsetting deals that cover an area of land larger than the UK. The deals, made by a little-known member of Dubai’s ruling royal family, encompass up to 20% of the countries concerned” and the one missing part is that this concerns Sheikh Ahmed Dalmook al-Maktoum. We see here a larger impact into how business is done, how corporations and how governments do business. A simple setting, no laws broken and all on the up and up. 

You see, this relates to the entirety with the first article that we also got from the Guardian titled ‘Most sponsors of Cop28 have not signed up to UN-backed net zero targets’ (at https://www.theguardian.com/environment/2023/nov/29/most-sponsors-cop28-not-signed-up-to-un-net-zero-targets). Here we see “Most companies sponsoring the UN climate talks in Dubai are not committed to cutting their greenhouse gas emissions in line with globally recognised net zero targets, it has been revealed”. You see, the hands of the Guardian aren’t clean either. They refused (and failed) to report on the EEA report that showed that 50% of all the damage came from 147 facilities. They don’t give you that part do they? They will report on jets for rich people and whilst they hide behind their ‘walls’ they cater to who-knows-who. In addition there is the article from former NASA engineer Mark Rober (at https://www.youtube.com/watch?v=U7nJBFjKqAY) he showed how 20,000,000 trees were being planted. The article was from 2019 and so far they are at 24,513,083 trees. As such that team did more than most western governments. And they are still at it. So whilst we are pointing fingers and whilst the media is all about the blame game (more digital dollars) others are doing things, others are making it happen. Should Sheikh Ahmed Dalmook al-Maktoum decide to donate to TeamTrees ($1 per tree) we could see that the UAE has done more by itself then all the European nations (and the United Kingdom) combined. Scary isn’t it?

Another field where America and Europe fall short. A simple equation and a simple outcome. So whilst we are all wondering what all that carbon tax is all about others are actually doing something about it, but the media will not give us that snippet of news, will they?

So whilst we consider that, also consider “The global accountancy firm EY, formerly Ernst and Young, which has been hired as the independent verifier of the climate record of all the sponsors, has also not set targets with the net zero scheme.” Another target not met, another target in the wind and the media stays quiet (or something like that). 

So whilst we look at COP28 and point fingers towards some, consider that it was that this Swedish Primary School kid named Greta Thunberg showed us that COP26 was all about ‘blah blah blah’ she was proven correct and how much media coverage did they get? So whilst CNN gives us ‘US announces rule to slash powerful planet-warming gas by nearly 80%’, the part we all seem to miss is that this target is set by 2038 and we should not forget that there is every chance that at that point there will be no United States of America left. When their debts explode, no environmental target will count, no target will matter but that part will only come to the surface AFTER the collapse (and that will make sense). 

So much blah blah blah and none of them are doing anything real about it, the only ones doing things and making things happen is TeamTrees, consider that this weekend.

Cheerio.

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Ratatouille

Yes, that was the thought entering my mind. It is not about the cartoon, it is about the dish. I first had it in 1981 in Lourdes. It was also the year I met members from the Legion Etrangere and their kepi blanc. A lot happened that year but it is not set the a singular event. You see, there is a larger stage that my mind is working out and it is one of a few. 

Douse the Mouse
The second stage towards all this is Ronald McDonald DeSantis where we (in no particular order) are given (at https://www.politico.com/newsletters/florida-playbook/2023/11/17/florida-starts-turning-on-desantis-00127753) with ‘DeSantis’ popularity drops in Florida’ where we are given “But DeSantis’ support from Independent voters in Florida has taken a nosedive, the poll shows, with almost 60 percent saying they disapprove of the job he is doing as governor — a nearly 14-point increase from July” so in 3 months his approval rate is down by 14% and I believe it is more than that. The person who wanted to ‘Douse the Mouse’ (source: @Brittlestar) is now trying to avoid whatever he can. So we get to the second link (at https://www.cbsnews.com/miami/news/disney-says-it-has-40-billion-economic-impact-in-florida-as-it-battles-desantis-in-court/) with ‘Disney says it has $40 billion economic impact in Florida as it battles DeSantis in court’ where we are given “Disney officials in the past year have said the company plans to invest an additional $17 billion over the next decade in central Florida, including potentially adding another 13,000 jobs. However, the company has shown a willingness to pull back investing in the Sunshine State. Earlier this year, Disney scrapped plans to relocate 2,000 employees from Southern California to work in digital technology, finance and product development, an investment estimated at $1 billion”, so not only does Disney account for 40 billion, it was about to increase the economic footprint of Florida by 2.5% money that the state desperately needs. Now we see that DeSantis is trying to spin several settings and the people have had enough. The deep painted republicans are running away (alas in the direction of Donald Trump), the rest has had enough of the republicans. Now we get to the story (at https://www.npr.org/2023/11/16/1213355557/desantis-florida-president-candidate-voters-trump) where we see ‘Once Florida’s favourite son, Floridians turn on DeSantis in his bid for president’ a stage that gives us “Trump currently has more than a 30 point lead over DeSantis in his own state. That lead hasn’t changed significantly since the governor jumped into the race for president”, as well as “Republican state Rep. Randy Fine has been one of DeSantis’ most vocal supporters in the Florida Legislature. But recently he announced he’s backing Trump in the GOP primary”. This is a setting I expected to some degree, but not to this degree. You see when you screw with the economy of your own state for simple shallow egotistical reasons. This is the event you can see coming a mile away. 

This all matters to another stage with all kind of jagged edges. You see, All this was going through my mind when I was contemplating two issues. 

The first one Was Abu Dhabi. I saw the Warner Brothers hotel (and theme park) and I wondered why the UAE isn’t more outspoken in adding a decent amount. The first one is a sidestep from the  normal theme park, I am not sure how Islam regards Harry Potter and I don’t think it is a good idea to have a third one, but some kind of fairy tale forest, based on Scheherazade and the One Thousand and One Nights in the style of the Dutch Efteling, could work. Too stand out matters and this could be a setting. As the stage increases (see below).

The idea is not an expansion based on rides, but on walks and watching the stories of 1001 Arabian nights and other myths. You see, when I was confronted with the Jinn, the idea erupted to create the script for ‘How to Assassinate a politician’, the idea still works for a number of stages. And adding these stories to any theme park would be a win for the theme park. You see, as we get closer and closer to 2030, the tourism groups will alter. The UAE should expand and create a haven for tourists, non-Arabic tourists. Tourism from Bangladesh and Indonesia will grow to a decent degree, and in all this the Europeans who can afford to go there, they will go there. America is rapidly losing appeal and the European tourist as well as the asian one wants to see new borders. With Saudi Arabia growing Neom and the Line they will get more and more tourists. So offering these people an additional choice (like the train Riyadh-Dubai-Abu Dhabi) will get its own appeal on all this and there is time for the UAE to add to their arsenal and after the storms they need more in more places. You see, I will not give word here, but there is a chance that Dubai (if what I saw was real) will have more issues coming. 

So as the expansions 1,2 and 3 are added the larger addition is a magic carpet ride (like the Efteling ‘de droomvlucht’) but over the three expansions showing the people a new ride and the biggest one ever created showing them the expansions as well as additional layers (read: floors) showing them another collection of stories, Abu Dhabi will become an increasing source for tourists, both local and international. 

All this is also linked to a setting of Residuam Vitam (a story in development), I had some idea of how to set the spin towards the conclusion, but now I addd a few sides and that is where the jagged edge came into play. That is all linked to the stories and the past. You see there was one part that Socrates gave me and the other part I know the story, but not the writer and that combination resulted in something more. That part is still evolving but the interactions are defining me. Parts I did not consider before are now getting in motion. It was linked to ‘How to Assassinate a politician’ because it was an idea I had for Arab TV. Yet the setting is not about Arabs, Islam or the middle east, it was about seeing new frontiers and optionally making groundbreaking efforts. Whilst players like Amazon Prime, Disney and Netflix are focussing on Europe and America. The reality is that in 3-4 years that is the most likely to implode, all whilst the areas I am looking at are growth areas and they will have needs too, as such the evolving ideas others are avoiding. You can say it is its own kind of Ratatouille. And whilst players like Ron DeSantis are so egotistical that they will destroy their own state’s economy by Dousing the Mouse. Other players are more realistic in their approach and that is where both Saudi Arabia and the United Arab Emirates can capture a decent slice of that tourism gap. You see, we are seeing (for months) the stage of “Travel to all areas of Florida should be done with extreme caution” there will be an impact for both Disney and Warner Brothers and the people going somewhere else, need someplace to go. That is simple abacus logic, but it holds up. You see, most will try to go to EuroDisney or Japan, but like any theme park there is a limit and these two places haven’t been expanding enough. In addition to that there are a decent amount of complaints to the catering of Warner Brothers Japan (all third party complaints, nothing I can vouch for) but these elements add up and now the middle east has one additional track for extended revenue, all because some people considered and placed ego before common sense. I wonder what happens when these players start the blame game, like ‘Republicans blame skewed advertising for Ohio abortion rights victory’, it is merely one small part in a larger stage of failures and that list keeps on growing. So much could have been avoided, but that is on them.

Enjoy the day, Monday is 56% through for me.

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The definition of insanity

We have all heard this one. The setting that people doing exactly the same thing over and over again and hoping for a different outcome. A patent clerk named Alfred came up with it according to a fair amount of people, but here you would be wrong. It originated somewhere around 1980 apparently by Narcotics Anonymous. The US government has taken this setting of insanity to heart as we can see. 

Not the first but we get at some point that the US government was stopping Android towards China, Huawei especially. The consequence was that Huawei created HarmonyOS. They are now at 4.0.0.121 which is available in 77 languages, so not just in China. It might not have the following that makes it a threat to Google and it likely won’t be for years to come. But the stage has been created. To give some kind of relativity “Richard Yu, CEO of Huawei Consumer Business Group claimed that HarmonyOS had reached 300 million smartphones and other smart devices, including 200 million devices in the ecosystem and 100 million third-party consumer products from industry partners.” The setting that it is now in 300,000,000 smartphones and smart devices implies that those machines are NOT using Google’s Android. Nice example of stupidity US government.

So here is the prequel, now we get to the main event dished to us by the BBC. Here (at https://www.bbc.co.uk/news/business-67141987) we are given ‘Beijing unhappy at latest wave of US restrictions’. The setting sounds one way, but when you get to “The measures target chipmaking tools as well as advanced chips, including two from market leader Nvidia. The move is being seen as an attempt to close loopholes that became apparent after an initial wave of chip controls last October. America said the measures were designed to prevent China from receiving cutting-edge technologies that it could use to strengthen its military, especially in the field of artificial intelligence (AI).” So stupidity continues in a few ways. You see AI does not yet exist and the one player most likely to push that into completion is IBM. And for the statement “prevent China from receiving cutting-edge technologies” is pretty much a joke. China already has cutting-edge technologies. Huawei is more advanced then anything the west has and we see that in action all over the Middle East. The second part is that Nvidia is a market leader, but it became one through business based cutting corners. This is not negativity, what they did was sound, clear and business based. But there is a downside for the US (yet again), like HarmonyOS, China can create its own chips. Granted that it will not be as powerful as Nvidia but it will work. And there is a second tier to all this now. 

For example the PNY NVIDIA RTX 6000 Ada Generation Graphics Card is next level shit, we can all agree that this is the case and for $15,790 it is all yours. Yet, who could afford that? Now China gets to be in the place to create a competitor that can only do 90% of what this card could do, but for $3,500. The bulk of people who cannot afford the Nvidia card will jump at the Chinese option and then what? This is not some speculation, it is a given certainty. The US is throttling whatever they can and alternatives become a reality. First HarmonyOS, then we see that Saudi Arabia has the fastest 5G by leaps (over 700% faster than 5G in the USA) and that list merely becomes bigger, all whilst they set the stage for others to take over marketshare. Have they forgotten the harsh lesson they saw in 1985-1995? They blocked Russia from getting PC’s and other hardware and as a result Toshiba became a world player with an annual revenue surpassing ¥158.94 billion (2021). Marketshare lost to Compaq, HP, Dell, and so on. So, what will the US do when China stops exports to the USA? Cry? 

America thinks it is a global player, but that is no longer the case and their 325 million people includes well over 50% who cannot afford any of it. That gives China the option to expand into Europe, Africa and the Middle East. The two richest nations (Saudi Arabia and the United Arab Emirates) are now in a stage where they give more and more expansion options to China. I like the comparison that the West Wing gave us “America designed a pen that works in outer space, it costed them millions. Russia? They used a pencil” That stage is returning to us again and again. China will create new processors and through that new cloud systems and notebooks. In the meantime as people need to get cheaper stuff will end up with Chinese hardware. Europe has roughly 750,000,000 people, twice the population of America. Africa has a population of 1,215,000,000 people and the Middle East has around 370,000,000 people. All now getting a small nudge towards China. So, what will America do when it defaults at the same time that the people of the world moves towards Huawei, Harmony and whatever comes next? 

So whilst we are given “The Biden administration has denied it was trying to hurt China economically, but Beijing’s foreign ministry branded the move “forced de-coupling for political purposes”.” We need to consider that this is a final act of desperation and the news that Chinese stock is down 1.2%, consider what happens to the stock of Microsoft, Google and Samsung when HarmonyOS is releasing 5.0 which is likely a year away. When the CEO of Huawei tells the world that their HarmonyOS is now in well over 500 million devices, that is the point that big-tech starts getting nervous and when Tencent technologies is told to end its partnership with Microsoft we will see the first sparks of a race that had only one outcome, all due to ego driven political posturing. I know that this will be an event as I have several pieces of IP that none of the other players have and I should not have this advantage. I got it by looking at what was possible, not what greed demanded I would do and that would result in some losing 3%-5% marketshare and that was why I initially went to the Saudi government. They can afford to buy it, the American firms will hide behind “Trust us, we’ll do right by you” but they will not deliver, they merely want freebees and now at the end of the margins that sloppy setting will cost them their house. 

Could I be wrong?
That is the first question I ask myself and I ask it all the time. To critically look at your own settings is how you can find flaws and I did find a few but consider that HarmonyOS did not exist before 2019. Consider that there was only Google and Apple and now one in 20 houses have Huawei and optionally HarmonyOS to some degree. It might be slow now, but in 2-3 years that amount will have doubled. Apple and Google are still safe and still firm, but this third player was never a blip before and now they are more than a blip. I personally believe that their grow markets are the Middle East and Asia. I reckon that India is the first setting. We were given “We are open to doing business with any company anywhere as long as they are investing and conducting their business lawfully and are in compliance with the Indian laws,” A statement by Deputy Minister for Information Technology Rajeev Chandrasekhar, as such India is now open for business. Huawei is re-entering Pakistan with smartphone solutions no later than early 2024. That opens up the corridor  between China and Egypt and when Egypt comes across, which it already did in January as we saw “Telecom Egypt, the country’s first integrated telecom operator, in cooperation with Huawei Technologies” sets the stage that Huawei is now at the front door of Europe. The moment that Ericsson fails to remain on par, which it isn’t at present the flood gates into Europe open up and all this could have been prevented by focussing on innovation, which the telecom providers failed at all over Europe and in the USA. So that is the consequence that a lack of innovation brings and still the same old greed driven play is being pushed by America and as they financially buckle more and more, the game will get a different continuation. 

This is not the first mention of this, I made several publications going back 2-3 years into this field and now that the stage is at the edge of readiness we see some mention of “it could use to strengthen its military” I merely laugh. The bulk of American politicians want to stop supporting Ukraine against Russia. If they are not ready for that setting they will not like what military encounters with China will look like. China doesn’t need to fight, it can just wait until America collapses and as things go that moment is coming closer and closer. The nanny state looks good on paper, but when you have too many children and only one nanny chaos is an absolute certainty, ask any mother. They can tell you just how bad things can get. 

As I personally see it the US-China chip war is a paper tiger. It might sound nice now but it is staged on a setting that nothing changes and that is never a reality. Change is the number one part in evolution and innovation. In 2022, the total number of invention patents filed in China reached 4.21 million, of which 3.28 million were held by inventors from mainland China, do you really think that all innovation comes from America? Lets not forget that Nvidia only had an additional $60 million in revenue over the last year and that is one number that greed driven Wall Street does not like. There is no telling what happens when China get its own systems running and that is a certainty, no government will rely on foreign technology. Not in the west and not in the east. Yet that marker seems a lot more clear in the east, but feel free to refuse my view on that matter. That would be fair enough. 

What will happen next? That is anyones guess, I stated clearly what is out in the open and what I expect to happen next. Make up your own mind and always check what you are given, no matter what or who the source is.

Enjoy the day.

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A dark journey

This journey isn’t for every one. I have hd the same setting earlier and the same conclusion as well, but I was never outspoken about it. I got there via two articles. 

Overdose
The first article is given to us by BBC (at https://www.bbc.co.uk/news/world-middle-east-66810832) where we see ‘UAE seizes billion dollar amphetamine haul’ there we are given “A portion of the 86 million Captagon pills police in Dubai say was seized”. You see, there is literally no reason to be this stupid. This amounts to 10 tablets to EVERY citizen in the UAE. The UAE has a remarkably well organised detection team as well as a well organised cyber investigation team. This was never going to go right. And lets be clear, the idea to set a market to serve 100% of a population is just insane. And I am not the only one thinking this. Dubai and Abu Dhabi are thinking pretty much the same thing (my speculation). This is either a distraction or it is about destabilisation. How? Your guess is as good as mine, but I see o other setting than these two. Perhaps they whistle this load whilst 100Kg (or more) gets safely transported via other places. Now, that would make sense. The materials cooked are not the issue. If you can make that much, you can make 100Kg more. But was it really about the drugs or the distraction. Perhaps it was about finding the right people to assist them in this endeavour. As I said, your guess is as good as mine.

The second article is also from the BBC (at https://www.bbc.co.uk/news/world-us-canada-66826895) with ‘How the fentanyl crisis’ fourth wave has hit every corner of the US’ there we are given “the US witnessed a grim milestone: for the first time ever, drug overdoses killed more than 100,000 people across the country in one single year. Of those deaths, more than 66% were tied to fentanyl, a synthetic opioid 50 times more powerful than heroin.” It seems that the war on drugs is not working. I see only one solution. After the arrest, just put drug dealers to death, no long trial, no long Rebuttal. As their stuff kills millions, they too should die. And after Breaking Bad, drug dealers have been romanticised. No matter how this plays out, we need to change the game. All this lame war on drugs is as useless as anything we see. Its like throwing your 17 year old daughter naked in a room full of horny sex depraved men thinking she will still be a virgin in 300 seconds time. It is time to change the game with deadly precision. The talkative weak minded liberal politicians have had decades and nothing was achieved. 

Consider 2000, the movie Traffic is released. We see several sides of the drug market and that market had been growing for decades, now a quarter of a century later, it drains healthcare, it drains prison space and it drains the patience of the parents of the victims of drug trafficking. 

Patients and funds are gone. Now, why didn’t I speak up earlier? I did, but not to this degree. You see when nations are attacked and the intent is destabilisation of a government it becomes a very different problem. You see it might start in the US, but the greed driven are never satisfied. The EU is next and after that who knows? With the UAE it becomes a different game, but when you see a board and you do not know whether the data refers to Chess, Checkers or Go it is a hard issue. The hard issue is whether the data supports the view, whether the game presented reflects the real issue or whether it is merely a smokescreen telling us it is one of those three. This matters because in an age where we cannot afford these leaps, we need to make sure that any false leaps are stopped and fast, which is why I am on this dark journey.

Is there another option? 
It is a fair question, but the death graphs from the US implies that it is already to late for that. Before this is stopped hundreds of thousands will die. Now, we have plenty of people (8 billion), so this could go on for a little while longer and if it does the US will be without healthcare funds. This will not take long, I reckon that it collapses within 5 years. So what will we do after that? What will the US do, what will Europe do? Your guess is as good as mine. I reckon that the UAE and other Arabic nations will see that the US is on track to lose it all, and after the Kingdom of Saudi Arabia locked down on drug offences and last year performed at least 20 executions for drug offences, the UAE might follow that course. When the deaths and the cost of healthcare starts adding up, it might not have another option open to them. The fact that they captured 13 tonnes of amphetamine pills smuggled in furniture is one side, the other side is that there is no prediction on what got through via other means. It is speculation on my side, but when you consider the data, I am very likely to be right on this (a little less on the reason on why it is done).

Enjoy the day, Monday is almost here.

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One voice is still a voice

I made mention of this all over June. The production cuts that Saudi Arabia set out to do would have impact. Some called me stupid, most ignored the issue. Yet Bloomberg gives us ‘Saudi Arabia’s Oil Production Cuts Are Quietly Starting to Bite’ (at https://finance.yahoo.com/news/saudi-arabia-oil-production-cuts-105634851.html), as such you need to consider. Not merely that I was right. The larger setting is that this is only one week into the new amounts and it is starting to bite. So how will the setting of less oil be in a month time? And before you know it North America and Europe enter autumn with all the heat they require at that point. We are then given “Brent oil traded in London had been stuck around the $75-a-barrel mark for weeks. That shifted a little Friday, when the contracts rose to about $78, a level they have largely held at since.” A setting we get and understand, but as the supply landscape is redefined, that price cannot be held and I reckon that in a month time it will hit the $90 mark and after that it gets nasty in a hurry. And there is an additional quote that matters. We are given “In the latest move, at least two processors in Asia sought less from the Saudis for cargoes shipped next month, and another said it won’t take any cargoes after an unexpected price increase.” This sounds nice on paper, but when we have 15 processors al vying for the 1 million barrels out there, at least 5 will have no oil to process. It is simple math and at that point the item of sulphur content will not hold much water. And whilst people are shouting where is our oil, I see a group of people that forgot that Saudi Arabia is building a new refinery in China which will gobble up almost a million barrels a day and China who got the deal with a clause accepting that payments are in Yuan is slightly too happy and when Europe (America and Canada too) realise that the reduction in oil is permanent and that China is now in a stage with loads of oil to fuel their economy. That is the point when people realise that they are losing a lot more than they bargained for. If only the US hadn’t pissed of Elon Musk to the degree they had. Yet this is about oil and not about batteries. The simplest setting is that this ‘biting’ is happening after less than 2 weeks into the reductions. So what will be the case in 4 weeks? Is someone considering that Janet Yellen had a portfolio of begging prescriptions towards China? I have no idea where this will end, yet I remember the ‘carless Sundays’ in the Netherlands in 1973. We might have that soon enough and now all over Europe and optionally America too. In 1973 it was fun. I got to test my roller skates on the A27 (a Dutch highway) which extension past Hilversum was brand new and I got to test that tarmac and not a car in sight, good times. Yet now it will be different and I reckon that the economic image will change for a lot of nations. It will not be a simple ‘lets add some money we do not have’. Now several members of the EU will be waging some kind of personal war to get the oil they all need. And I gave fair warning around two years ago. And it was not rocket science, it was simply based on the old premise ‘do not bite the hand that feeds you’ and that is how the escalation wth the UK (and their CAAT) and the US with whatever premise they thought they had and now they all want oil that they are denied. It sucks to be them soon enough.

It might be quietly biting now, but in 4-8 weeks it will not be quiet and when Europe (as well as the US) enters winter that setting will not be a nice one.

Enjoy the almost middle of the week.

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The definition of diplomacy

Yup, we have all been there and me with my mouth at least twice a day. Diplomacy is at times where it is at and I scrapped that word from my dictionary. So as I stated over the last week that Blinky Tony (aka Anthony Blinken) had a hard time coming. First he had to visit Saudi Arabia, the place where its de-facto ruler Crown Prince Mohammed bin Salman Al Saud was labelled by President Biden as A pariah (before he become president) then the trip went to China where we assume that things did not go well, as we now see (at https://www.bbc.co.uk/news/world-us-canada-65969802) the BBC headline ‘Biden calls Xi a dictator a day after Beijing talks’. So what evidence is there that President Xi is a dictator? I am not opposing the view, I merely do not know. You see the dictionary gives us “a ruler with total power over a country, typically one who has obtained control by force.” Now, lets be clear. President Xi was elected. I do not know the election process in China, but there was an election and he was elected in November 2012. Wiki gives us “a Chinese politician who has served as the general secretary of the Chinese Communist Party (CCP) and chairman of the Central Military Commission (CMC), and thus as the paramount leader of China, since 2012. Xi has also served as the president of the People’s Republic of China (PRC) since 2013.” There is no mention that he took that nation by force. OK, I is havening to be jesting. The reality is much more serious. I thin this meaningless jab by President Biden implies that there are a few issues. Apart from the ties with Saudi Arabia, there is now a growing concern that Taiwan could be getting a new flag soon enough (see below).

And this was going to happen. For it not to happen, the US would have had to be able to be a real superpower. This is no longer the case. It is rushing from debt ceiling to debt ceiling and the people just know that this clambake will end sooner or later and sooner is now the premise of that game. You see America made gospel of the expression ‘Money talks, bullshit walks’ which has been around since 1968. Now that America has no money left, the ‘friends’ they had are walking away, the people who bled the system dry are vanishing to zero tax havens to live of their final years and the people caught in the middle will vanish without a penny in their name. 

The article gives us ““The reason why Xi Jinping got very upset, in terms of when I shot that balloon down with two box cars full of spy equipment in it, was he didn’t know it was there,” Mr Biden said at the event on Tuesday. “That’s a great embarrassment for dictators. When they didn’t know what happened,” he added.” There is a lot about a balloon no one cares about and there is even less known who the actual owner was. I am not debating that it was Chinese, but was it governmental, military, a science experiment from a Chinese telecom firm. There are many options, but the press is no longer to be trusted, they have been silent on too many things and the US government is all about boasting, but not on revealing ACTUAL facts (for as far as they might be known). As is see the lack of diplomacy by President Biden, there is every chance that China talks are falling flat leaving Taiwan in the middle of nothing. The other side is that there is every chance that the continuation of BRICS will have larger impact on the west and it will diminish America to a much larger degree. The larger part that we do not know is how China and Saudi Arabia will forge their connections. The Kingdom of Saudi Arabia is now in a central setting to be the hub for connecting Asia, Africa and Europe, a strong setting and NEOM will be that hub implying that this half a trillion location will ensure trillions in business between 2030 and 2050, with news channels, sports inviting the Asian, African and European people to a much larger degree. I wonder if they have made their first designs on the F1 Neom track to start between 2030 and 2035. It will most likely be a magnificent track, add to that the most impressive golf course in history and we will see the first impressions that Saudi Arabia was not wasting money as some imply, they merely lacked vision for what was about to happen and more sport arena’s will follow. Now we see the part of China in a larger degree, the Silk Road and in all that Taiwan will play a more central role (an assumption by me). Two players who played the long game, not some spreadsheet game from quarter to quarter. By the way, what evidence that it was ‘two box cars full of spy equipment’? They blew up the evidence. I am not saying this wasn’t some agent 99 thing, I merely would like to see evidence, just like the evidence on Huawei that so far no one saw or presented. 

As such we get to the headline. The definition of diplomacy is “the profession, activity, or skill of managing international relations, typically by a country’s representatives abroad.”  In this I reckon that there is no managing international relations at present, whatever success Anthony Blinken might have had was undone by one sentence given by President Biden (according to the BBC). As such the situation for Taiwan is not on a good setting, but I might be wrong. And the other issues? Well, we have no idea, but I reckon that China told might have told America to put up or shut up, which is also a speculation by me. No matter how we slice it, there will be more coming soon enough, the question who will be making the initial revelations, China or America?

More soon enough and as we enter the second half of the week, this weekend might give us a little more than we expected.

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An actual surprise

That happens to us all and to me about an hour ago when I was about to go imitate a sawmill when a tweet reached me. The Tweet came from Democratic Jeff Jackson, United States Representative since 2023 for North Carolina. And the tweet was worth it, I would call it the best political video I saw in years. 

It gives a clear concise and brief overlook of the Silicon Valley Bank situation and the actions that are in play. Now, I do have questions but not on the video, everyone should see that one. The video can also be seen on YouTube (at https://www.youtube.com/watch?v=VFo-AQ5aQm0), so watch this. 

This was about soothing and assuring people and that is a good thing. It was a one of the best surprises I have seen in years. Then we get to the Guardian (at https://www.theguardian.com/us-news/2023/mar/14/first-thing-global-markets-gripped-silicon-valley-bank-collapse) there we see
The bank’s parent company, SVB Financial Group, and two top executives have been sued by shareholders over the collapse of SVB. The bank’s shareholders accuse the group chief executive, Greg Becker, and the chief financial officer, Daniel Beck, of concealing how rising interest rates would leave its SVB unit “particularly susceptible” to a bank run”, for this we have a few items and it is not the Simpson illustration even as that was a hilarious one (at https://www.youtube.com/watch?v=Ovfap2VtpHM) and even to some degree on point even as Bart Simpson never went to the Silicon Valley Bank, the run shows that something set it off, in the case as I saw it, the bank trying to raise 2 billion dollars. Yet I still have questions. You see, I comprehend what happened, I merely do not understand it. I never understood greed (as I personally saw it). I raised the issue (at https://lawlordtobe.com/2023/03/12/i-honestly-dont-get-it/) with ‘I honestly don’t get it’, there I made mention of the European phrase CET1 (Common Equity Test), it was an essential step into Basel III. When the US (under non-leadership of the town clown Donald Trump) lifted the Dodd-Frank act which stopped banks take unnecessary risks, without that act these dangers are back and now it comes to the question as I also gave you in the previous article “mainly US government bonds” that is the setting of the question which is:

How many US government bonds did EVERY US bank buy since the Dodd-Frank act was lifted and I reckon that the SVB bought too many, but they are nowhere near the only ones and as such the US needs to look at these stages and what is required to set a decent level of footholds in place so that the US banks can pass some level of Common Equity Test. Now, there is every chance that this list of banks are limited and that is OK, but remember that a run on two banks nearly started a new financial crises, which would close to immediately sink their economy. And make no mistake, I was a Republican once and I cannot stand this level of stupidity, so the Republicans get to wear that cloak of shame, all thanks to the Trump disaster creation team. He took such great pride of dwindling down Dodd-Frank, now let him face the fallout too.

The action was great, the question remains, but that is for another day, for now this administration needs to avert a new financial crises, and they seem to be doing just this. The end will not be known until early next week I reckon, but that is a pure speculative timeline.

Have a great day!

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That awesome moment

These moments happen to us all, some we see the moment we see them, some we see after a while when things sink in and there is a third option, but we need not think of that. This afternoon I was confronted with the first one by no one else by Arnold Schwarzenegger. That terminator, the Governator and he became so much more over time to so many of us. The man is a legend in his own time, optionally one of the most amazing governors in the history of the USA. And a lot of these actions were done before and after he was governor of California. To call him an actor is like referring to a Rolls Royce, a Bugatti, a Ferrari, a Aston Martin or a Bentley as a simple automobile. Some things cannot be defined, cannot be dimensionalised and we are all good with that, some exceptions break the consideration of any shape. We all get that (if not you need to brush up on things). 

So it all started with a Tweet (at https://t.co/P0VCDqPeb6) there we see the governator, slightly posh with all that silver in his beard. He gives us an interesting approach to stop hate, it takes 12 minutes and listening will be the best 12 minutes of this month, no exceptions (unless you got lucky with Laura Vandervoort). He talks about giving into hate and it was amazing. The man is so eloquent that he should be the US ambassador to the United Nations. Let me emphasise here that this is no reflection on Ambassador Linda Thomas-Greenfield. I do not know her and I mean no disrespect to her. When you hear the words of Arnold they will hit you deep, much deeper than you think and that is the effect of a person like this. This is why he is so rare and legendary unique. 

So my Monday involved an amazing moment that I never saw coming. I do not give into hate, but the reminder that not doing so is not the easy path felt good, very good. You see, I had been noticing Islamaphobia to the larger extent in the US, Europe, and commonwealth nations. It is higher now then it was during the first crusades in 1095 and that is saying something. We were actively trying to kill one another. Christians as invaders and Muslims as defenders, all due to Pope Urban II and his posse of greed driven exploiters. Something needed to be done and I created IP for that approach. The fact that it impacts Facebook, Google and optionally Amazon is merely a side effect. For me that video was in part learning, in part confirming that I was right all along and in part in awe as I saw yet another side of Arnold Schwarzenegger. So be clever and watch those 12 minutes, the link is also given by YouTube (at https://www.youtube.com/watch?v=jsETTn7DehI). Even as he focusses on anti-semitism he actually addresses all kinds of hate and he does it well. So watch and learn, optionally a lot. Those 12 minutes were truly an awesome moment.

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