Tag Archives: Europe

August 18, 2025 · 19:15

Reasoning as is

That is at times the setting. We always THINK we know the reason, but do we really? I had my given settings on Abu Dhabi as early as 2025, August 2nd. I spelled it out in ‘As Hogwarts expands’ (at https://lawlordtobe.com/2025/08/02/as-hogwarts-expands/) and I stated “Yas Island becomes the most appealing choice for a whole flock of tourists, now definitely deciding that there will be a viable alternative for Orlando, and when Disney arrives in 2027/2028 also on Yas Island, Florida will see the largest downfall in economy they have ever had.” That was the setting I expected to see. Now we see Forbes (at https://www.forbes.com/sites/carolinereid/2025/08/17/the-real-reason-for-building-disneyland-in-abu-dhabi/) giving us two weeks later “It is no secret that Abu Dhabi is building theme parks to diversify its economy. Its fortune was built on fossil fuels but as its reserves are beginning to run out it has brought global theme park giants to its shores to drive tourism revenue. That’s far from the only magic touch they have. Although Abu Dhabi and neighboring Dubai are seen as being playgrounds exclusively for the world’s wealthiest people, the vast majority of their residents are far from billionaires. There is good reason for this.”

I tried too get a job there once, I am not in oil (not even olive oil) but I do have a knack for IT and in alway am fluent in Dutch, a skill that I hoped would get me a job with ADNOC. Yet as America was setting the larger premise of a failed government in play, Abu Dhabi was giving me additional settings and if you pay close attention to Yas Island, it could be the lifeline of a larger setting that could given you a heralding ovation when you live there. As the UAE is massively crime free, more reasons to go there. In addition (to what I saw) its that Forbes also gives us “It explains why a staggering 88.5% of the 11.4 million residents of the UAE are expats according to Global Media Insight. The number of expats from the United States is reflected in the vast array of its stores and restaurants which have made their way to the UAE. They include everything from chains like Applebee’s, Dickey’s Barbecue Pit and IHOP to fine dining outlets such as California’s Urth Caffé and Sarabeth’s which began life as a small bakery-kitchen on New York City’s Amsterdam Avenue in 1981.” It is nice to see this, but I have to wonder why they never saw it when I saw the clear signs. And there is not the simple settings of “Although Abu Dhabi and neighboring Dubai are seen as being playgrounds exclusively for the world’s wealthiest people, the vast majority of their residents are far from billionaires.” I agree that is a clear setting, however lines like ‘Abu Dhabi’s real estate market records broad-based growth in first quarter’, ‘Abu Dhabi real estate is on fire in 2025 with deals soaring past Dhs51 billion in just six months’ and ‘Abu Dhabi and Dubai Ranked Top Emerging Global Data Center Markets in 2025 Report’ as well as the setting that 10,000 millionaires are replacing their ‘home’ towns with a proper setting in the UAE.

The is also happening in the last month alone. In support of it all we get ‘How Yas island is shaping Abu Dhabi’s real estate landscape’, as such, Forbes is telling the truth, but it letting certain parts take a backdrop to the larger picture. Abu Dhabi is the new place to be and America needs to realign the stupidity they are handling now. As I see it, their future is depending on it. 

But that is not the only parts. At this point Forbes gives us a side I never really looked at. They give us “It explains why data from the California-based Economic Research Institute shows that the average annual salary in the UAE comes to $48,993 (AED179,949) compared to $66,991 in the U.S., proving that you don’t have to be a billionaire to live there. The UAE has a wide catchment area to draw on as one-third of the world’s population is located within a four-hour flight of the country. It is also part of the largest global airline hub in the world, with 120 million passengers traveling through Abu Dhabi and Dubai each year. In order to welcome them as workers and tourists, the UAE has some of the friendliest visa regulations of any country.” Which is great for two reasons. Everyone likes a good show and an affordable show and the UAE is providing that. In addition, it shows how stupid the American VISA setting is now. As such, try to imagine millions of tourists giving up on America for the next 3 years and pointing their caps at the UAE. Millions of people who think that the hollow setting of America can be let go for at least three years. You wanna bet that this is scaring the theme parks in Orlando (and other cities) to death? 

That is the setting we see evoke the Forbes Article (in case you were willing to denounce what I gave you all). Yet Forbes gives you more. We are also given “The impact of this was laid bare in a separate report by the Khaleej Times in May which revealed that 23.7% of applications for visas to Europe’s Schengen area filed by UAE residents were rejected last year. That’s not because of the UAE, but the diversity of its residents as visa applications are based on nationality. The 11.5% of the population that holds UAE nationality benefits from having the world’s best passport, according to the Arnot Capital Global Passport Power rankings, with visa-free travel to 133 countries. The dark clouds aren’t just hanging over Europe. Recent data from the National Travel and Tourism Office revealed that the number of overseas visitors to the U.S. in July fell 4.9% on the previous year, only reaching around 86.6% of the pre-pandemic level despite it being one of the busiest seasons of the year. It is the latest development in a months-long trend which also saw international arrivals fall 6.6% in June.” As it can be seen, there is every chance that the operator on Yas Island will get a hell of a lot tourists more than it might have considered. All it needs it a great campaign and at present Warner Brothers could be chockablock full from this October until April 2026. Because people in Europe want to escape winter and as I see it, there is only Abu Dhabi as America is dealing with its political administration. As such the Canadians escaping Florida this Winter, these Snowbirds have just been advised of a much larger appealing destination this winter (and the next three years).

As this all comes to pass, America will merely see an incursion of debts, come and harassment, things the tourist does not need. 

As such I say YAY Yas Island, and ADNOC management seeking Dutch translators, please consider me as well.

The reasoning as is, is set to the joy of a vacation, As such the UAE is opening its borders to Abu Dhabi ad Dubai is a mere 30 minute train ride away. Have a terrific day today.

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August 17, 2025 · 11:06

Changing tracks

CBC informed me a few hours ago that(at https://www.cbc.ca/news/canada/toronto/ttc-alstom-train-deal-1.7609756) that ‘Toronto pursuing sole-sourced deal for new TTC trains in wake of U.S. tariffs’, so this is another fine mess that Trump left America. It might be seen as the cost of doing business, but consider the amount of business that America lost and is still losing against what they made. And you need to see this in additional light of what the department of labor statistics I also giving the American people. I don’t mind. I reckon that Canada could easily get this stuff from Australia or the United Kingdom, as such no biggie for Canada. As such there might be a need to get both involved as it concerns “Officials say deal is for 70 trains to run on Line 2 and for Yonge North, Scarborough extensions”, a setting where both leading to all three profiting on this deal alone. In light of “In a news release issued Friday morning, officials said both the federal and provincial governments, alongside the city, gave the TTC the go-ahead to pursue a single-source contract “in the face of U.S. tariffs and economic uncertainty” in order to support Ontario workers.” So, Canada needs to pick one of them, either will do, yet we also need to see that France is a viable option for Canada. Their subways have been running (not walking, but operating) for more than a century. In 2024 it transported over 1.5 billion passengers. As such Canada seemingly has three options. Of course I am biased as a Commonwealthian and I would prefer to see this deal go to either Australia or the United Kingdom, but it is what Canada needs is what counts and they are telling us that America is no longer a viable option. 

Ands as we are given “Officials say the base procurement is for 70 six-car train sets in total — 55 to replace aging trains on Line 2, and 15 trains for the Yonge North and Scarborough extensions.” I reckon that both Australia and the UK are chomping at the bits to get into this deal. In addition we are given “The Ford government had expressed its desire to see the train cars built in the province amid the ongoing trade war with the U.S. All three levels of government have committed money to buy the new rolling stock, which is expected to cost some $2.3 billion.” As such there is an additional need to get them built in Ontario, but there is the setting. These parts might be ‘built’ in another place and completed (see assembly, adjusted, and painted in Canada) as such there is a larger setting to give the Commonwealth the larger setting. And this approach will give the Commonwealth a setting for other regions. So this does not hurt the approach that is given through ““Our government is proud to protect Ontario from U.S tariffs by ensuring the TTC’s Line 2 subway trains will be made in Ontario, by Ontario workers,” said Transportation Minister Prabmeet Sarkaria in a statement. The current, almost 30-year-old trains, as regular commuters will tell you, are nearing the end of their lifespan and are vastly different from the Toronto Rocket trains that service Line 1. ” It doesn’t matter how this plays out, the important setting (for me) is that America is stumped out of a race yet again. And that needs the proper illumination. So how many American jobs would be endangered to this setting? 

It is a virtual little circle in here. We deprive America from getting the jobs and America remains in denial and tells the world that it is doing well. How much longer do they think they can maintain this delusional illusion? 

So whilst Canada is changing tracks we are starting to see the cracks in the delusions that America is trying to show us through film flam artists. So whilst the ‘world’ is wondering whether ABC giving us “The war in Ukraine will continue and Vladimir Putin has outmaneuvered yet another US president.” Whilst news.com.au gives us “Vladimir Putin was treated to a show of US military might when he arrived in Alaska for his high-stakes talks with Donald Trump, with a row of aircraft proudly lined up on display in view of the leaders’ motorcade.” As such, which version do you want to hang onto? So is this a PR masterclass, or should someone ask President Volodymyr Zelensky what is happening to the Ukraine? Did America do right by him, or is Europe seeing another example of what needs to be done? It matters, as the Trump Administration is seemingly abandoning Ukraine, it will be in hands of Europe to make progress and as such The Canadian trains cannot fall in the hands of America. This needs to be in hands of the Commonwealth and the hands of Europe. With the hardship they are about to face, we need to make sure that their wallets gets filled with all kinds of jobs. The trains might be an indicator, but the larger story tends to be “Broke superpowers aren’t anything” and that needs to be said. And when you realize that America is playing a juggling game with Energy requirements, nonexistent AI, manufacturing jobs lost and rare earth requirements and they are juggling so that you can’t see the full picture. That is the job of the film flam operator and as we realise that each of these jobs are time sliced we get to see that we merely get to see that any job gets a mere 25% of the time slice. Are you catching on?

Have a great day today.

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August 16, 2025 · 16:51

The BBC woke up

That is the setting I was given this morning. After I have been saying for a few weeks now that the pieces aren’t fitting in regards to a few things. The BBC now gives us (12 hours ago) ‘The US economy is a puzzle but the pieces aren’t fitting together’ (at https://www.bbc.com/news/articles/cwypgx90243o) where we are being told “They say his tariffs and crackdown on immigrants risk a return of 1970s-esque “stagflation”, when a sudden oil shock prompted stagnant growth and spiraling prices, except this time the crisis would be self-inflicted. The White House has just as steadfastly dismissed those concerns, attacking the experts – and, in the case of the US Bureau of Labor Statistics commissioner, firing her”, as well as “A few days later, Moody’s Analytics economist Mark Zandi declared on social media that the economy was “on the precipice of a recession””

We then read “On Friday, the US government reported that spending at retailers and restaurants rose 0.5% from June to July – and that spending in June had been stronger than previously estimated. “Consumers are down but not out,” wrote Michael Pearce, deputy chief US economist at Oxford Economics, which is predicting a modest recovery in spending in the months ahead, as tax cuts and a stock market recovery boost confidence.” And as I see it, there is someone adhering to specialized requests, on the go at the setting of someone. The article then states the setting that is ‘perceived’ as “forecasters expect price increases to widen in the months ahead, as firms sell down pre-tariff stock and raise prices, now that they have more confidence about what the tariff policies might be. That’s why there was so much focus on the producer price index, which measures wholesale prices commanded by US producers before they hit consumers, offering a clue to what’s coming. It accelerated at the fastest pace in more than three years in July.” I saw this in a few ways. Consider the tourism industry. We see clear fall down issues. And would luck have it, the other are responding in a very similar way. Forbes gives us ‘New $250 Visa Integrity Fee Will Cost US $11 Billion, Say Tourism Officials’ the story goes repeated by MSN, and others. At the same time we see TTW (Travel and Tour world) release over a dozen articles in the last day on other places doing other things, like giving us ‘Vermont Unifies New Hampshire, Maine, New York, Wisconsin in Boosting Tourism Industry Attracting US and Canada Tourists During This Fall’ All whilst the larger picture is that “Canadian tourism to the US has declined due to tariffs and anti-Canadian rhetoric, with a 38% drop in road trips and 24% drop in air travel in May.” And the same numbers seems to apply for June, July and likely august too. So the picture is distorted and someone with larger fingers is juicing the numbers in different stages and states. All whilst TTW used to give us a limited number of views, someone is thrashing the typewriters there giving us a large amounts of ‘debatable’ data sources. Someone does not want us to see the setting that things are a lot worse for America than the media is willing to make us realize and that it merely part of it all. 

All whilst NPR radio gives us ‘Trump is tightening the screws on corporate America — and CEOs are staying mum’ which comes (at https://www.npr.org/2025/08/14/nx-s1-5501591/trump-corporate-america-capitalism) with “Corporate America doesn’t want to fight with President Trump in public. But as a result, it’s ceding him an unprecedented amount of control over the shape — and future — of U.S. business. In the past week, the president has turned up the heat on big companies and their CEOs to an extent that is unprecedented even by Trump’s norms-shattering standards. He has publicly attacked companies and their executives throughout his political career — but now he’s demanding firings of executives who aren’t even household names, such as a corporate economist at Goldman Sachs.” Bad news is not allowed in America, not even a little. As I see it, the puzzle pieces don’t fit because the willing minority doesn’t want to give yo the goods, they want to get the jobs they aren’t qualified for or they don’t want to lose their jobs and that is because there are three more years of Trump and Elon Musk is likely the only one to be able to survive this setting, and because he is likely to be sitting on another trillion dollars of value. So why haven’t we heard from Jerome Powell? And CNN gave us (three days ago) ‘Trump is considering suing Jerome Powell, White House says’ (at https://edition.cnn.com/2025/08/12/economy/trump-lawsuit-fed-chair-powell) with the setting of ““Fortunately, the economy is so good that we’ve blown through Powell and the complacent Board. I am, though, considering allowing a major lawsuit against Powell to proceed because of the horrible, and grossly incompetent, job he has done in managing the construction of the Fed Buildings,” Trump wrote on his social media platform”, as well as “Firing Powell would be a legally complicated endeavor, given that Senate-confirmed members of the Fed’s board can only be fired “for cause.” However, Trump seems keen on homing in on the Fed’s multibillion-dollar building renovation as a possible reason that would merit a “for cause” firing. The president claimed the renovation should have been a “$50 Million Dollar fix up. Not good!”” A setting that could erupt in a messy situation. I ‘personally’ don’t like the guy, but as far as I can see, he’s done a really good job with the pawns and issues he could have played. He has been enormously good for America and that needs to be said. Whoever would replace him would not likely be able to do better and that would be another iron in the fire giving President Trump a heartache all over the financial setting. As I see it, Canada is lucky to get the Former British Bank governor as Prime minister of Canada. That man can slice and dice whatever America throws the way of Canada. At present Canada created new channels of income with Mexico and Europe whilst depriving America of these settings. There never will be be a 51st state for America. 

Oh, and how is America’s economy good? China has been able to stranglehold (America’s way of putting it) on rare earths minerals. So how much of these rare earths come from China? The Pentagon gave us “The Department of Defense has made a substantial commitment to domestic rare earth production by acquiring $400 million in MP Materials preferred stock. This investment converts to common shares, giving the Pentagon a 15% ownership stake and positioning it as the company’s largest shareholder, surpassing previous major stakeholders including BlackRock Fund Advisors.” So where are these materials precisely coming from? 

Small questions that have a larger impact on business. At Present China has opened new Channels to the UAE and (speculatively) Egypt as well. Egypt is looking forward to getting its fingers on the Chinese J-35A Stealth Fighter. I’ve been told that it is a cheaper version of the J20 mighty dragon that is at present not seen outside of China.

But these parts are all a setting of a larger debate, a debate that gives us that America is losing defense contracts all over the globe, and China is ready to give it a go. How accurate these ‘facts’ and numbers are are currently not on the minds of western media. Still defense is merely one angle that is sowing the trend of recession. As others are ‘silenced’ on the settings and it merely on the front of AI, we see debatable settings. Which in light of energy flaws is a super hilarious setting. These systems need electricity (and a lot of it), so how that plays out is anyones guess. 

So it is nice of the BBC to wake up, but a lot more is required to give us the goods. So Auf Wiener Schnitzel everyone and have a great day, its 16:39 and as such I have mucho food on the brain at present. It is still Friday in Vancouver, so they have some time to wait until they can have this German delicacy themselves.

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August 10, 2025 · 15:25

An upcoming stage

There is a new, or better stated upgraded stage on the Horizon. Arab News (at https://www.arabnews.com/node/2611276/business-economy) gives us ‘Saudi Arabia’s drive to build a defense powerhouse’ Where we see “Saudi Arabia’s military equipment manufacturing sector is undergoing a significant expansion, emerging as a pivotal element of the Kingdom’s Vision 2030 economic diversification strategy to boost domestic industrial capacity.” It is not new, we were alerted to this years ago. The Kingdom of Saudi Arabia made it clear that near 2030 it needed to be able to create its own defense needs. This was clear from the beginning and as Such I kept tabs on this as anyone working in this sector tends to make clear and precise coin and a lot more than anyone else does. It is not greed, but it is the ethical need to get more money the traverses the need of the many. And it is not that I want to do things, but the need to create financial independence is pretty strong in any of us. But I looked deeper. I looked at the options of the day after tomorrow, not the next hour or the next day. Plenty can do that, it is the deeper look and the settling of possible accounts is where AI cannot take us. I can only look from the data it has and the ability to look to the day after tomorrow takes a lot more, it requires the ability to look at lateral processes, to see what comes after next and I reckon that I am seeing a few options here. 

The Arab News gives us “Under Vision 2030, Saudi Arabia aims to localize 50 percent of its military spending by the end of the decade. The sector’s regulator, the General Authority for Military Industries, reported notable progress, with localization rising from 4 percent in 2018 to 19.35 percent in 2024 — reflecting steady advances toward self-sufficiency in defense manufacturing.” This is fine and predictable as most of it was advertised by the Kingdom of Saudi Arabia years ago. Yet at present I was thinking what comes next. You see, this is what I expect to come next (after 2027) Saudi Arabia completes its first factories in Saudi Arabia, I expect at least one in Jeddah. When that is up Saudi Arabia will create larger client drives. I expect Egypt, Pakistan, Oman and Jordan are an expected first. They will grow and get the contracts. I reckon that Pakistan is the greater challenge as China has a lot of goods and effort put into that place. But the setting everyone is forgetting is that there is one sizable pie and what Saudi Arabia gains, others will lose. So consider that America is losing Tourism, Technology and Finance, so as we get closer to 2027/2028 and America also loses out on chunks of Defense, which was $117.9 billion for the FY2024. As such I reckon that a mere 10%-20% should push America over the edge and it is not only Saudi Arabia, The EU is also fishing for the billions in contracts that are up for grabs and as America is alienating it former allies, they will fish for larger snacks from that dinner plate there is every chance that not only will Saudi Arabia succeed, but there is the chance that there will be a stronger union between Saudi Arabia and Europe. After the G5 settings we now get a larger defense stage. And in all this, it simply weaken America to an other stage.

Am I right? Am I wrong?

I reckon that the ‘AI surfers’ will tell you that I am wrong and that is fine. But the signs are already there and I do know data. I worked on such a setting for decades. So as we are given “According to its April 2024 report Trends in World Military Expenditure, SIPRI said global military spending exceeded $2.7 trillion in 2024, marking a decade of continuous annual growth and a 37 percent increase between 2015 and 2024” everyone wants in and it merely makes America weaker. Don’t get your hopes up that it ends for America. This is too big for anyone. The setting that follows is that America will need to compete for contracts with Saudi Arabia and Europe for contracts that ended up being for America by default. When that stops we see yet another field where it must compete, a setting they haven’t had for decades and soon there will be another player vying for the $2.7 trillion. In this field “Saudi Arabia led the region with $80.3 billion, ranking seventh globally, just $1.5 billion behind the UK.” And the setting here is that by 2030 the rest of the world will be default lose $40B that Saudi Arabia will now keep in-house and it also means that their defense spending will go down. But when at least two of the aforementioned nations will get their defense spending at least partially from Saudi Arabia. The pie parts will take on new dimensions. And that is before we consider that some player might get access to materials they never had access to.

It will grow the Saudi Arabian slice a lot more than ever considered and that is before we consider the parties that once turned to Iran, Saudi Arabia will grow into a defense power player (to some extent) and will gain larger momentum in the industry. So don’t look at tomorrow, plenty of people do that, consider what could happen the day after tomorrow, where others aren’t looking for now and where predictive analytics does not work because the data does not yet exist. Will it help me?  I don’t know. The simple setting is that traversing any path where it merely serves you will project the simple setting of delusion. That is not my path or goal. So whilst she will go in an islamophobia rage, others might see that this is exactly how others lost revenue and this path is not nearly done yet. 

Have a great day.

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August 6, 2025 · 14:17

The implied stage

This is not fact, but it is implied and I will explain the logic behind this. Less than 24 hours ago  Time and Travel World (TTW) gave us ‘Tunisia Joins Spain, Mexico, Brazil, Costa Rica, Greece, Saudi Arabia, and UAE in the Booming Tourism Sector with Record Tourist Arrivals and Earnings in First Half of 2025: New Report’ (at https://www.travelandtourworld.com/news/article/tunisia-joins-spain-mexico-brazil-costa-rica-greece-saudi-arabia-and-uae-in-the-booming-tourism-sector-with-record-tourist-arrivals-and-earnings-in-first-half-of-2025-new-report/) Here we see among more given facts “Spain has been one of the top performers in the global tourism recovery of 2025. The country welcomed nearly 25.6 million international tourists in the first four months of 2025, marking a 7.1% increase compared to 2024. Spain’s tourism numbers have surpassed pre-pandemic levels, highlighting the nation’s enduring appeal. Notably, April 2025 set a record with 8.6 million visitors, marking a 10% rise from the previous year. This surge was driven by a strong recovery in both leisure and business travel.” This doesn’t seem like a lot. But take the slightly more complete setting of

This gives us 80,000,000 tourists most of them only able to pay for one vacation a year and they are not going to America. As such (and taking notice that this does not include Canada) I feel certain that the damage to American tourism will surpass the $29 billion we are currently given. How much more, that is hard to say. So whilst we are now given smash articles (as I call them) to voice applause for all the efforts that Epic Universe gives us in Orlando (and I do agree what I see on YouTube does look amazing) the American tourism industry will face at least until 2027 to return to some kind of normal and that is optimistically speaking. I reckon that it will take 3 years after President Trump leaves office for this to get back to some kind of normal. And I get that Florida is now casting the heave rods to get national tourism up. Yet without international tourists it will become a nasty time of hardship for the places that rely on international tourists. 

Los Angeles, San Francisco, Las Vegas, Florida, New York will all feel the pinch that these millions of tourists used to bring with fat wallets and they are now going anywhere else. That is money no longer in the bank of America and likely these people are unlikely to revisit America at present. A lot needs to change for that.

The most conservative calculations I get to implies that the losses for America start at $80 billion and might get to $115 billion by the end of the year. I also think that the Winter vacations are less likely to be affected. The snowboard and ski population tend to rely on what they know and slopes can be dependable. As such people who were bound for Aspen will return to aspen (the largest part), people tend to ski what they know and it makes for a loyal crowd. Places like Aspen have in addition a social side and these two make for a dependable setting. And it is not that place. Likely places like Deer Mountain Village (South Dakota) have a similar stage. But this implies that America needs to regain most of their losses from the winter vacation people. At this point there is no predicting on how the winter locations will be hurt by what is called the “visa integrity fee” and now we get the visa bond which will hurt winter tourism as that is a young persons game and they are massively unlikely to dish out ‘US to charge some foreign travelers up to $23,000 in visa bonds’ (source: ABC News), as such there is no way to tell how it will affect winter tourism, yet I feel certain that Whistler (Canada, B.C.) and Blue Mountain (Canada, Ont.) will be able to accommodate these people, and beyond that there is Europe with their snowy hills (aka mountains). 

So, at present I feel that the damage is likely to be the conservative number I gave earlier and it might be higher, but there is no data on this. This is a setting that has never happened before and as America is getting confronted on the silly notion that you can keep any hotel filled to over 90%, that cluster of delusional thinkers are getting a massive boost of reality at present. Three days ago we were given Las Vegas is empty, given to us by a ‘tourist’ wearing a Vegas Golden Knights polo. Now we see: ““Las Vegas is empty”: Viral video sparks alarming questions about US tourism decline” this is a bit late, isn’t it? I predicted some of these elements almost a week earlier. I never discussed Las Vegas airport, but that should have been done by the local people and now we see “Viral video sparks alarming questions”? How delusional do you need to get to the ostrich effect (bury your head in the sand) to avoid clear settings? This is setting the larger stage (source: money control) “The viral moment comes on the heels of an official report by the Las Vegas Convention and Visitors Authority (LVCVA), which noted a 6.5% drop in hotel occupancy and a fall in average room rates from $194 to $163. Even more alarming was a 41% year-over-year decline in traffic at Harry Reid Airport, according to the same report.” So, who had been sitting on these numbers? What doesn’t the American administrations want Americans want to know?

Simple question, yet are the answers as simple as it seems? When will Florida present the numbers and when will they sound the alarm? I simply crunched the numbers and I saw this a month ago (July 9th) in ‘Age of BS (Bill Sightseer)’ (at https://lawlordtobe.com/2025/07/09/age-of-bs-bill-sightseer/), as such where did you see this in American media? Only 14 hours ago, the American people were given ‘Orange County Tourist De­vel­opment Tax col­lec­tions surge 10.3% in June from a year ago’ and I need to give the larger setting. A Disney Tourist blogger gave us on May 25th “Epic Universe is almost empty. Dead. Devoid of guests. A ghost town.” Someone on YouTube gave a similar story but that is about it. Americans are allergic to bad news. I get that, none of us like this, but when the bills can no longer be paid as people al over Florida get the axe is news people need to know, but that might just be me. 

So the stage isn’t set, it is implied. A set stage has proper numbers and the media is giving half stories (as I personally see it) but the signs are clear. This doesn’t make it set stage, a mere implied stage and when the numbers come out in Q4 2025, a lot of people get a rude awakening and when they have invested in a bad and breakfast solution they might require a larger stage to survive the 3-8 quarters that follow. There is no way to be more precise than that.

Try to have a great day today.

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August 2, 2025 · 21:20

As Hogwarts expands

That is the setting. We are given ‘Miral extends deadline for tender to build Abu Dhabi’s ‘Harry Potter’ land’ (at https://blooloop.com/theme-park/news/miral-construction-tender-harry-potter-land-abu-dhabi/) the quote is that “Miral has extended a bid submission deadline for a tender to build the new Harry Potter-themed land at Warner Bros. World Abu Dhabi on Yas Island. Per a report from Middle East media publishing company MEED, the deadline has been extended from 28 July to 4 August.” Implying that next week the Start of a  $545 million – $816m expansion is due to begin. And in addition we are given “Three new rides in Harry Potter land Miral announced the Middle East’s first Harry Potter-themed land in 2022. It will feature iconic locations from the Wizarding World, as well as three new rides, retail outlets, and F&B facilities. The 40,000 M2 addition to Warner Bros. World will join six existing zones in the park – Warner Bros. Plaza, Bedrock, Dynamite Gulch, Cartoon Junction, Gotham City and Metropolis.” As such The staff of Hogwarts will have to endure a rush of people howling “Yabadabadoo” whilst assaulting the death eaters. These death eaters are in a pincer setting as the other side will be shouting “Yibbity-Yabbity-Doo!”, those poor death eaters won’t know what hit them (nyuk, nyuk, nyuk)

And as I see it, the quote “Mohamed Khalifa Al Mubarak, chairman of Miral, said: “This is yet another testament to our commitment to continue to position Yas Island as a top global destination for entertainment and leisure, and a great addition to Abu Dhabi’s tourism offerings, contributing to the growth and economic diversification of the emirate.”” Is not entirely accurate. It is that international tourism will see Abu Dhabi as a much more appealing destination and with the ‘idiocy’ (as I personally see it) settings that America is setting with immigration, the costly ‘visa integrity fee’ and several other settings. So as I see it, Universal just dished out $7.7 billion USD (Hogwarts is merely a part of it) and the other park in Orlando will have a rather large problem. With the Hogwarts expansion, Yas Island becomes the most appealing choice for a whole flock of tourists, now definitely deciding that there will be a viable alternative for Orlando, and when Disney arrives in 2027/2028 also on Yas Island, Florida will see the largest downfall in economy they have ever had. When millions of tourists will select Abu Dhabi over Florida, the rest will become a mere escalation of something you could have seen coming miles away. But not to worry, I had the setting in view even as the media seems to be coming up short. In addition Abu Dhabi has the Formula 1® Etihad Airways Abu Dhabi Grand Prix 4-7 December 2025. I have no idea yet when the 2026 race is on, but for a lot of people combining the two would be preferable. Also there is a lot more around Yas Island. And the UAE has a much better visa setting where it is offered at a mere fraction of what America offers it. The setting was debatable (at best) when America was the only option, but that hasn’t been the case for almost 4 years. So now as America is bleeding money in almost every direction, the people in Europe, Canada, UK, India, Australia, New Zealand and China will consider Abu Dhabi and Yas Island as their destination in 2026, 2027 and 2028. So how many million of people will seek their preferred choice in EuroDisney (Paris), Efteling (Netherlands) and parks in Belgium, Sweden and several others. A setting that was there from the start. 

A setting that will also propel the UAE as a global tourist destination. They already were that, but the millions of Harry Potter fans had Florida, London and Tokyo in their sight, with Abu Dhabi added to the HP arsenal, I reckon that Florida (at present) is allegedly decently  much done for.

Have a great day and when in Abu Dhabi try the Emirati Chabab, it is a famous dish and decently yummy. 

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July 22, 2025 · 17:06

More bad news?

Yesterday I got some news from FTN News that might spell bad news for America. America is at this moment drowning in tourism ‘debts’ (for a lack of a better word). At present the downfall is set to 29 billion dollar and there are several sources who give us that there is all likelihood that this will not be reversed until 2029. And that is merely the reversal of income (if America does an about face basically today) the loss of income will continue. America will bleed tourism revenue for years to come. And the bad news that is added is seen (at https://ftnnews.com/travel-news/aviation/inside-saudi-arabias-bold-plan-for-a-low-cost-airline-with-45-planes-by-2030/) giving us ‘Inside Saudi Arabia’s Bold Plan for a Low-Cost Airline with 45 Planes by 2030’ where we see “Saudi Arabia’s bold plan for a low-cost airline with 45 planes by 2030 is the Kingdom’s latest move to transform its aviation sector and boost tourism and connectivity” Now don’t think this is a silly notion, but at present in Europe, Canada, Asia, Australia and a few more countries people can only afford one vacation a year and the sewing of cheap holidays to a place where many like to see it, it means that most will contemplate Saudi Arabia against the unwelcoming grounds of America. Considering that the bulk of Muslims (who are about 1.8 Billion, close to 20%) they all will consider Saudi Arabia over America, especially if that comes with lower costs. As such this is almost a slam dunk win for Saudi Arabia. So when we see “The new carrier will be operated by a consortium led by UAE-based Air Arabia, in partnership with Saudi companies Kun Investment and Nesma Group. According to the Saudi General Authority of Civil Aviation, this alliance was awarded the contract to launch the airline after a competitive bidding process that also included Jazeera Airways and other regional players.” It sets a setting that the UAE/Saudi Arabia connection could spell a lot more bad news for certain parties. As stated, base operations might be in Dammam, yet they are aiming to carry at least 10 million passengers per year once fully operational. Its 81-route network—comprising 24 domestic and 57 international destinations will set the fall to others up to 10,000,000 passengers annually and that is merely the beginning. As I see it, the 10,000,000 will grace Dammam, Riyadh, Jeddah, Abu Dhabi and Dubai. Considering the simplest setting that many will now be able to afford a trip to Dubai with its 0% taxation and Apple growing there too I expect a boom of people trying to unite cheap vacation with cheap shopping and in that regards Abu Dhabi remains an option for these people. The could visit both with the High Speed train that takes you to the other UAE destination in a mere 35 minutes. So how interesting is that against any place in America? 

So is this a real threat against American revenue? I believe it is and after the bad setting that America pushed itself in, and the upcoming Vision 2030, I reckon that America might get a prolonged bad tourism time going through until 2032/2033, a few years after Disney and Harry Potter theme parks graced Yas Island totaling the amount of theme parks to 6 with the added Yas Island Mall and the F1 races there too. And Harry Potter to be expected to arrive late 2026 and as there is no date for the new Disney park, I expect that this will not happen before early 2027. But that sets a new danger for America getting relieve to its tourism downfall. 

The setting that SeaWorld is an unique place merely sets the premise towards a lot of tourists selecting Abu Dhabi over America and that is merely the start of this matter. So as I see it, whomever invested in the new airline (apparently The NESMA Group and Kun Investment Holding) seem to be riding an great profit venture and as this goes on the investment might turn out to be a golden one and that is before the impact is seen that Neom Bay airport will face and that means tourists will flock towards Trojena and its ski slopes. Yup, the Kun Investment Holding is looking towards the bright side of profits.

So could I be wrong? 
It is a fair question, but the reality is that nearly all people need a vacation and when the price goes down people can do more and as such these 10,000,000 annual places are 10,000,000 that America loses, pretty directly and that is after the losses it is already facing at the moment, as such I feel pretty confident that this will make it, even as it is not the only one in Saudi Arabia. There is also Flyadeal, Flynas and Air Arabia. The fact that Saudi Arabia is ready to expand the tourist game implies that they have been upgrading with a focus and I think it will drive people towards Trojena and Sindalah, which is besides the options that Abu Dhabi and Dubai offer. So as I see it, America will be facing several more hard years and that is if they do an about face on tourism as per today, when they do not, by 2028 Ski tourism will go towards Saudi Arabia as well. A nasty package is coming to the American shores. They did this to themselves, as such I feel it is their own fault. But to see this amount of damage due to the stupidity of America first is pretty laughable in any book you read.

As such have a great day and if you need a point of investment, I reckon having a better look at the Kun Investment Holding might not be a bad idea. Don’t ask me for advice, this is all I see and I am not the expert in investing, but there are good times ahead for Kun Investment Holding.

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July 17, 2025 · 22:43

A powerhouse South of Davos

Yup, it seems like a founding setting as July usually is in the setting of Davos in the desert and the setting is ‘embossed’ as we are given by Arab News as ‘Riyadh emerging as global super hub amid economic boom: Knight Frank’ (at https://www.arabnews.com/node/2608260/business-economy) this is a super setting for several players but not in a good way. 

We are given “Saudi Arabia’s capital is rapidly transforming into a leading global wealth hub, fueled by the Kingdom’s successful economic diversification under Vision 2030, a recent Knight Frank report said. The Riyadh edition of the “Emerging Wealth Hub” series noted that the Saudi capital is transitioning from an oil-dependent economy to a powerhouse for finance, culture, and lifestyle, attracting multinational corporations, investors, and expatriates.” You see, the setting is a little more complicated than that. This is shown through the paragraph that follows “A key driver has been the Regional Headquarters Program, which has already exceeded its 2030 target, with 600 global firms, including Bechtel, PwC, and Northern Trust, setting up regional bases in Riyadh. 

This influx has pushed Grade-A office vacancy rates down to just 2 percent, while prime office rents have skyrocketed by 23 percent in the past year and 84 percent since 2020.” 

When we see the dots, there is a danger that we link the dots in the wrong direction, so we can see that there are 4 dots with at least 2 options, and the more dots we have, the clearer the image becomes. But at present we see that Saudi Arabia and the UAE are rising stars in money matters and rising economy stars, also rising stars in tourism, employments and technology. In the other corner there are the parties of America, the EU and the Commonwealth to a lesser degree. The massive inclination is that America cannot remain the nice party towards both Saudi Arabia and the UAE, then there is the UAE connection to BRICS and as they both are rocking the tourism industry, a setting where they are making the dozens of billions that America is losing. A second setting is that they have the cash to make the technology work, all whilst America is allegedly having power issues, issues that this technology cannot survive, as such the upside is clear for the Arabic worlds a little less for the other players. Some players are vying for the same defence contracts as America, as such we are all facing some version of what some might see as a civil war in the ranks. And as I personally see it, America will be pulling more and more drastic settings and it is one of the reasons that the Trump administration ‘requires’ Powell needs to be shown the door. It is a mere speculation on my side, but there is a chance that America becomes more and more desperate as the tariff setting was backfiring and it seems to be the leading cause for American tourism going back towards the stone age. The thing that also rings in my head is the setting that the millionaires and billionaires that are now investing and seeing the lucrative stages that Saudi Arabia and the UAE are ‘promising’ are all founding mergers that are now not investing and seeking these options in America. As such these players and the tourism setting where people can only spend their money once, they are now vacating to other shores. These are not connected issues, but they do become accumulative issues towards the American shores. As I see it, the America first movements is slowly but surely becoming the undoing of America. 

This reminds me of a Latin expression “Post hoc ergo propter hoc” meaning “after this, therefore because of this” it is an expression that dates back to ancient Greece where it was ‘accepted’ as a truth, but correlation does not equal causation. Apparently the Romans figured this out and as such I gave the example with four points. But the setting where the non-connected events can show that it does have a negative side towards other shores and as such we see the setting towards America. One can believe or debunk the setting that in economy, the entrepreneurial mind can only spend money once, and in a separate turn ‘we the people’ can for the most merely afford one holiday a year and that was in previous years a 20 billion dollars solely from Canadians towards America. But that milk was soured by an administration with State 51 on their mind, a setting that Canadians no longer accept, it made them reject America as a destination. Moreover, other events were also detested by others (Europeans) and as such they are also going to other places, not all, but enough to America seeing this as a massive problem. Only 10 hours ago we were given that Canadian tourism to America is now down 33% in June. In an age where tourism is banking on a near 90% full setting, Canada alone is giving America a tourism body blow and that is before the European sources are considered. So in an age where the financial situation is dire to say the least, the loss of billion will be a hardship station for the near entire industry. So, whilst some are looking towards Davos in the desert, that setting might show the new stations we see as the Future Investment Initiative (FII), which will be held in Riyadh, Saudi Arabia, from October 29-31, 2025. Some will see a setting that shows for the first time just how desperate the sewing for America and Europe might be. I believe it the news will be bad (for the west), you see, over the last 5 years I have been trying to keep eyes on the Saudi Broadcast Authority (SBA) as I expected them to reach out towards Egypt and Europe, but the news has gone silent the last year. It is my believe that the world will hear news in these directions in October. It is highly speculative (on my side), but I believe that is what will happen this year. I personally believe that this is the ‘surprise’ Saudi Arabia and Huawei is getting ready for, but I have absolutely no evidence on this. So call it what you will but these elements together will show a new dot setting and we will hear it in Q4 this year. 

No matter what we will hear, it doesn’t frame well for the America First pamphlets and photo frames. But I will be the first adjusting my ‘wrongly’ seen connected dots. Because I honestly don’t know. It is more of a gut feeling towards the image that others seem to be showing us.

Have a great day.

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May 31, 2025 · 12:46

All dressed up

Yup, that is an old expression, I heard it somewhere in the 80’s and if you know, you know. If not, you might figure it out during this article. The setting has been revised before, but now (at https://www.travelandtourworld.com/news/article/north-carolina-and-oregon-unite-with-florida-new-york-nevada-arizona-california-alaska-as-canadian-travel-to-the-us-plunges-this-april-amid-political-backlash-and-tourism-boycott/) we get a more direct setting. We are told ‘North Carolina and Oregon Unite with Florida, New York, Nevada, Arizona, California, Alaska as Canadian Travel to the US Plunges This April Amid Political Backlash and Tourism Boycott’ it seems trivial and that site is, but it is merely one side of this. We are given “Canadian travel to the United States has plunged this April as North Carolina and Oregon unite with Florida, New York, Nevada, Arizona, California, and Alaska in reporting steep declines in visitor numbers from their northern neighbor—an alarming shift fueled by mounting political backlash, a growing tourism boycott movement, and rising disillusionment among Canadian travelers over the current state of U.S. affairs”, as well as “Canadians are now increasingly choosing alternative destinations, citing concerns over the political climate, cultural discomfort, safety perceptions, and dissatisfaction with immigration experiences.” And this is merely the start. Travel Tour World gives assisting data. We are given “According to official data, land travel from Canada to the U.S. dropped by 35.2% in April 2025 compared to the same time last year, while air travel declined 19.9%, marking one of the most significant cross-border travel retreats in recent memory” And it gets to be worse, for that we look towards the story (at https://www.cubaenmiami.com/en/expertos-temen-por-las-perdidas-economicas-que-pueden-traer-la-reciente-disminucion-del-numero-de-turistas-internacionales-en-estados-unidos/) there we get “According to a report by Oxford Economics, unfavorable perceptions regarding trade and immigration policies are causing international tourists to choose other destinations, which could result in an $8.5 billion drop in foreign visitor spending in the United States this year. The decline in travel, which represents a roughly 5% drop compared to the previous year, is due to a decrease in foot traffic. According to Aran Ryan, head of industry research at Tourism Economics, an affiliate of Oxford Economics, international visits to the United States are expected to decline by nearly 9% this year, according to a report released last week.” This is not all, in addition we see “The United States could experience a loss of $21 billion in tourism-related revenue this year if current trends continue, according to estimates by the U.S. Travel Association. According to the trade group, every 1% reduction in international tourist spending represents an annual loss of $1.8 billion for the U.S. economy. Furthermore, experts indicated that a strong U.S. dollar could be driving away international visitors.” Even though only Canada is ‘sifted’ out, the European losses could be close to equally large. I saw this yesterday in a YouTube video on the Epic Universe. The literal quote was “There is no-one here” and this is in the opening month of one of the most desirable theme parks I have ever seen. The damage could be a little bigger than the news we are getting. I saw two restaurants where little to no people are seen and in one case they were the only customer. This is a sight I have never have seen before in any theme parks and this one looks a lot better then most I ever saw with my own eyes. I don’t wish this on anyone and where are the people going? Well, my bet is that Abu Dhabi in the UAE on Yas Island will be raking in the cash. The people decided on another place and as Canada, Europe, Australia and New Zealand decide to seek greener grounds the sands of the United Arab Emirates might be the greenest grass of all. Even as we get one source giving us that “Walt Disney secures future of Euro Disney with €1bn refinancing”, I am drawn to the setting that this is not the destination of many who abandoned the idea of getting theme park rushes in America. I guessed that these people might be going towards Tokyo and its Universal, but the drop of 4% gives me pause to dig deeper there and I am considering that most went to the UAE and the numbers from Gulf Business (kinda) prove me correctly with “International visits to the theme parks also saw significant growth, with a 40 per cent, rise, led by a substantial increase from key markets, including India, China, the UK and Russia” and there I wonder if they investigated the stream of Canadian and European visitors. Yet 40% increase is not nothing, it is huge, especially as America is looking to a drop of well over $21,000,000,000 in business and that is not including all the bed and breakfast and fast food locations that usually see a much larger interest during these days. The tariff and 51st state mentions will be taking its toll on America a lot sooner than they think. I reckon that European (Australians too) will decide that Canada is a much better place to be than America, as such this coming winter Aspen will dealing with a zero minutes queue time at the slopes. This means that America is looking towards a two dreadful seasons, summer and winter. We can speculate how large this becomes, but there is no real data on this and the bulk of the people will not see these results until springtime 2026. Anything earlier is loaded with inaccuracies as the data they have been training on was never captured to the degree it needed and some form of forecasting analysis (the process of using historical data, trends, and statistical methods to predict future outcomes) as it is based on achieved data and this has never happened before in America going back to the before the 80’s, as such there is no forecasting settings and it needs to be done on actual data captured now, and these results are not looking good. Even if it is a ‘mere’ 21 billion, over 8-9 states the impact is nothing short of disastrous and America was never in that great a shape anyway. This is propagated by the real time risk of two nations dumping their bonds before they have the value of toilet paper (yes, China and Japan) and even whilst Japan has the largest amount and they are hanging on, they do know that if China is pushed to dumping their bonds, Japan will be racing to get there as son as possible, merely to safe some of their value. Considering the escalations that the BBC reported on a mere 10 hours ago, there is a chance (a small one) that China will respond by dumping the US Treasury bonds they have and that is pretty much a sequential set in ending the American economy. This America Administration will not be able to recover from that and whilst the Chinese portfolio is set to US$765.4 billion, which is 20 billion than a month ago. They might be gambling that Japan tries to drop their $1.13 trillion ($1,300,000,000,000) bond, especially as their own debt is now a debt-to-GDP at 260% and the Bank of Japan already owning more than half of outstanding Japanese government bonds, as it seems (according to people with the economic knowledge and foresight) that Japan is boxed in. Should China dump their bonds they could gain America and Japan at the same time. A sight never seen before in our history. So what does this have to do with tourism? Everything. You see if America cannot pay its debts, America becomes the third world country no one wants to visit and that makes it a nasty place within months. America has around 22 million millionaires. I recon that at least 15 million will get out in time, the rest is not ‘rich’ enough and those with a jet (around 15,000 of them) will go to any country that will take them and they will move fast. The rest? That is anyones guess. It reminds me of that B-movie where the wealthy and refuge in a theme park as it is the only one with enough food and security to make it last. But that is an overly dark (and unrealistic) setting. What is a given that these people will seek a safer haven, because America won’t be one for decades to come. 

Still, the first setting is tourism and that setting is under increasing pressures. And as I personally see it, it wasn’t President Trump who set this of, it was the short sighted views (my personal take on this) of Governor Ronald Dion DeSantis who chased away $1,000,000,000 in investment settings in Florida, that was the start. We saw a whole lot of anti woke and anti LGTBQ settings making Europeans (and likely Canadians) weary of safety issues in Florida, which would have impacted both Disney, Universal and Warner Brothers. That was as I saw it the start and the tariffs merely escalated that setting. The damage would have been horrific if Warner Brothers Abu Dhabi had started their Harry Potter park expansion a year earlier, yet as it stands it is now kinda set for a late 2026 opening. And as Disney is coming there too the bad news for Florida keeps on adding to the larger picture. That and as the UAE is one of the safest places in the world, the appeal of the UAE is easily spotted. That is besides the fact that Abu Dhabi has 4 theme parts and one of the largest luxurious malls in the world (right behind the Dubai Mall). The additional setting that you can travel from Abu Dhabi to Dubai in a mere 30 minutes by train, the appeal is close to complete. The zero tax setting that the UAE offers is a mere cherry on their yummy pie.

That is what American tourism was facing all along and now with the tariff wars the escalations are debilitating whatever was left of American tourism future, because if you are willing to fly to Florida, the idea that flying to the UAE for close to the same amount would be a desiring call for any tourist that wants something new.  So if you want to dress up, you might as well try an Emirati Kandura, looking good and looking different, having that real vacation feeling that you might never have had before.

Have a great day and consider where you might want to go and where you could go, especially for those who are sick of Americans referring to Canada as the 51st state and the Europeans who are not too happy on America annexing 2.166 million km².

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May 25, 2025 · 00:15

When the setting fits

That is at times the thoughts we have. Now, let me be clear. This is pure speculation. It is speculation because I am not in politics (not even the shady kind) and as such it cannot be presumption. There is no best educated guess, there is merely a best guess and the setting fits several thoughts I have had in the past. It all seemingly fits. It doesn’t make it more true or more reliable. 

That is something you need to keep in mind from the start and this was all set in motion through Reuters, who gave me in the first instance (at https://www.reuters.com/business/apple-pay-25-tariff-if-phones-not-made-us-trump-says-2025-05-23/) with ‘Trump threatens new tariffs on European Union and Apple, reigniting trade fears’ and here we see “U.S. President Donald Trump threatened on Friday to ratchet up his trade war again, pushing for a 50% tariff on European Union goods starting June 1 and warning Apple he may slap a 25% levy on all imported iPhones bought by U.S. consumers. The twin threats, delivered via social media, roiled global markets after weeks of de-escalation had provided some reprieve in the tariff battle. Major U.S. stock indexes and European shares fell and the dollar weakened, while the price of gold, a safe-haven for investors, rose. U.S. Treasury yields fell on fears about tariffs’ effect on economic growth.” A few thoughts came to mind. In the first “The twin threats, delivered via social media”, as such why not in an official setting? Why via social media? Is it because the threats might get rolled back? Is it because of non-repudiation? Then we get the Apple setting, why in America? Why is this so essential? (I will get back to this later on). And a few other thoughts are to mind. Then the article ends with “The president’s attack on Apple is his latest attempt to pressure a specific company to move production to the United States, following automakers, pharmaceutical companies and chipmakers. The United States, however, does not mass-produce smartphones – even as U.S. consumers buy more than 60 million phones annually – and moving production would likely increase the cost of iPhones by hundreds of dollars” keep this latest quote on the forefront of your mind for now.

Then Reuters gives us (at https://www.reuters.com/business/aerospace-defense/us-justice-department-reaches-deal-with-boeing-allow-planemaker-avoid-2025-05-23/) ‘US Justice Department reaches deal with Boeing to allow planemaker to avoid prosecution’ the two are actually more connected than you would think. Even as we are given “The agreement allows Boeing to avoid being branded a convicted felon and was harshly criticized by many families who lost relatives in the crashes and had pressed prosecutors to take the U.S. planemaker to trial. A lawyer for family members and two U.S. senators had urged the Justice Department not to abandon its prosecution, but the government quickly rejected the requests.”

Then last we get yet again from Reuters (at https://www.reuters.com/business/energy/trump-seeks-fast-track-new-nuclear-licenses-overhaul-regulatory-agency-2025-05-23/) ‘Trump seeks to fast-track new nuclear licenses, overhaul regulatory agency’ with the subtext “U.S. President Donald Trump on Friday ordered the nation’s independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants, seeking to shrink a multi-year process down to 18 months.” All this sets a premise of revenue. Boeing, the reactors and last (which I gave first) was the tariffs. America is desperate for revenue and I reckon the setting of the Microsoft linked firm going bust after being evaluated for a billion dollars didn’t help his need. He needs all revenue to come from America and all made there. It isn’t merely America First, it is the speculated setting that America is about to default on its loans. Well that Is how I see it and I might be wrong. The entire setting with the added setting of Greenland and Canada is that he cannot claim that America has plenty of resources making it a lot more wealthy, for that he needed Greenland and Canada. No, now he needs to move it all to America and that is where the problem starts. Because America wasn’t ready for that move, but that is as the America administration sees it, the problem on (and for) Apple. As I see it, this is a speculated final move before the American President has to admit that payment deals need to be made and they want to push it back as far as they can as the number one fear is that others will massively dump their US Bonds and that would instantly call for the near complete dismemberment of the United States of Bankruptcy. 

Could I be wrong?
Yes, I can be wrong. But this image seems to fit the partial shorts we have been able to see. The second option is that President Trump has completely lost it, but I do not think so. Too many settings don’t fit that view of him. Yet the knee-jerk reactions to keep on being seen as an “able to make payments nation” seems to fit the bill more. I reckon that the news last week regarding that Builder.AI is now commencing insolvency proceedings was perhaps the drip that broke the camels back as the expression goes. It is before Saudi Arabia and others would be pumping money into the United States, so there is that to come as well. As they say money must flow and the actions done (especially regarding Boeing) is all about revenue, not about the family of victims. Then we loop back to January when President Trump announced ‘Trump announces a $500 billion AI infrastructure investment in the US’ here I speculate that this was all about some Microsoft setting, at least in part and now that Builder.AI has become insolvent and it was backed by Microsoft gives rise to the 500 billion being set on shaky grounds. It’s like looking at the Chrysler building seemingly coming closer to view until you realise that it was build on a quicksand. And they figure this out after the building was complete and now the top of that building is making the rest sink into the marsh. As I see it (which is presumption in this case), is as AI doesn’t exist, that they had made clever moves with DML (Deeper Machine Learning) and LLM (Large Language Models) and that requires programmers and some extended programming, but the deeper you set your teeth into the pie, the harder it is to open your mouth without coughing up the pie. And the bad decisions made with Builder.AI (I do not know what they did wrong, but that is what some media gives us, you can read that in yesterdays story).

When this goes wrong with 1 billion, what do you think that 500 billion gets you? There are only so many programmers who are adept in this form of programming and that is before all the data is validated, which if it fails makes for a totally new timeline and that is the crux of this setting. 

But feel free to ignore these settings and see what happens. That I what I think is happening. Microsoft fell short and others might not be in the market for such a failure and when the 500 billion stays away foreclosure of the land of the forsaken and the home of the arrogant falls flat. 

Here in all this I might be wrong, I admit that upfront. The question that comes to mind. What is it? Why do we get such a knee-jerk operation from left to right and from beginning to end. Now we get the news that is 15 hours old. ABC (Australian Broadcasting Corporation) gives us ‘Reserve Bank on high alert for economic fallout as Donald Trump continues to spook investors’ If I am correct than this act is merely for the ones that holds these bonds will keep on holding on to them. And the second setting is “The bond market is now regularly questioning the value and stability of US government debt.” As I see it, the nightmare scenario for President Trump. He cannot pay anything over 10% of 36 trillion. When that happens America defaults on its loans. The nightmare that Wall Street fears. As we are given “In the lead-up to the passage of the bill through the US House of Representatives, the US Treasury Department tried to secure $16 billion of funding through the sale of 20-year bonds. It found the auction harder than usual to execute due to a lack of demand from investors.” And as I see it, making the other funds ‘more’ dodgy will work for the American administration and as such are the actions that I am seeing. Not because they are great actions. It is bullying not to go somewhere else and I admit that this is merely speculation. 

I leave it up to you do decide if I am right or if I have a case for my train of thought. But this is what I see, merely because I have been looking in this direction all along. And Moody’s downgrade, US debt had become riskier for the lender. That is a simple conclusion you can all consider to get behind. But if that is the case, the outstanding bonds are a bad bet because these bonds do not get reassessed, that is the bad bet they went into and the next step we get is when Moody’s set the credit from AA1 to AA2. But what happens after? I don’t think that the holders of these bonds will wait that long. They will sell wit a loss as not to see there bonds become ‘Junk’ material and those people will lose a hell of a lot of money. Consider Japan as it is with the debts they have also have around $1.13 trillion in US bonds and China holds $784 billion. If China dumps their US bonds, Japan will be force to do the same as not to lose too much money, but the  investors were already shy of the last auction and that was only for $16,000,000,000. Now we see that there is a risk that China sets 50 times that amount up for auction as such Japan is seeing the pressure to act before it is too late as it has almost twice the amount of China and the first of these two might get some money back. The one that flinches losses it nearly all. 

How would you see such a risk? And that with the Reuters articles made me speculatively realise that America is in a lot oof hot water at present, but my view is speculative. I have no hard data to back my thoughts, be aware of that. By the way, there is a second reason for the reactors, but I’ll let you work that one out for yourselves.

Have a somewhat great day.

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