Tag Archives: Europe

Saudi Arabia goes Hiragana

That is the word, as we read Arab News (at https://www.arabnews.jp/en/uncategorized/article_146218/) with the headline ‘The dawning of a new era in Japan-Saudi Arabia relations’, there is no real puzzlement. As America goes on with its “We’re doing great”, often merely repeated in all the media, the reality is different ‘Too many ‘life long allies and great friends’ are seeking greener fields as they are in deep fear of getting scuttled alongside the good ship fairytale (oops America). So this article was not really a surprise. As we are given “Based on the idea of leading the international community from division to cooperation, I have decided to visit Saudi Arabia, which plays a crucial role for peace, stability and prosperity not only in the Middle East but throughout the world. Saudi Arabia has achieved some remarkable developments under Vision 2030, led by Crown Prince Mohammed bin Salman, through undertaking extensive economic and social reforms, such as the diversification of industries and decarbonization. I believe that it is of great significance that my first visit to the Middle East as foreign minister of Japan is marked by this visit to Saudi Arabia.” This is not a love letter, but a setting of recognizing that Japan requires a more stable friend and optional long standing ally and Saudi Arabia likes the market of 125 million people. Not as much as America or Europe, but nothing to be sneered at and Japan sees the need for this union, if only to do something about the $8.84 trillion debt as of January 2025. They haven’t reached the point of no return yet and whilst everyone merely swallows the “we’re doing great line” Japan knows better and Iwaya Takeshi, Japans current Minister for Foreign Affairs sees opportunity for Japan and as we are given “Japan and Saudi Arabia are strategic partners that are this year celebrating the 70th anniversary of the establishment of their diplomatic relations. Since the establishment of diplomatic relations in 1955, bilateral relations have developed in various fields. In particular, the friendly relations between the imperial family of Japan and the royal family of Saudi Arabia have been an important pillar.” This is continued with “In February, I signed with Saudi Foreign Minister Prince Faisal bin Farhan a memorandum for establishing a strategic partnership council, which will be chaired by the leaders of the two countries. This will be a vital framework to further strengthen our cooperation for the future of our two countries under the guidance of our respective leaders.” You might think this is all simple coating the setting, but it is not. You see Japan imports approximately $84.95 billion a year from America, with as I see it $3 billion in Organic chemicals, half a billion in Articles of iron or steel and $124 billion in Machinery, nuclear reactors, boilers. Items they can get from the kingdom of Saudi Arabia, optionally without tariff and I reckon that in the setting of Vision 2030 Saudi Arabia will be really happy to supply and the latter part will be discussed below. They will not get it all, but that is a setting where America loses another $20,000,000,000 in revenue and they have such a good economy, they can lose this setting, no worries. Well, can they really? 

You see, the second article (at https://oilprice.com/Latest-Energy-News/World-News/Is-Saudi-Arabia-Preparing-for-Another-Oil-Price-War.html) OilPrice dot com gives us ‘Is Saudi Arabia Preparing for Another Oil Price War?’ The setting deteriorates for America. When we see “US benchmark WTI crude is down nearly 4% as Saudi Arabia reports emerge that not only can the Saudis sustain today’s low oil prices, but output increases are likely to be announced next week, for June output, sources speaking to both Reuters and Bloomberg have indicated. On Wednesday, Reuters cited five unnamed sources as saying that the Saudis have no intention of boosting oil markets with further supply cuts, as Riyadh’s budget can tolerate sustained low prices.” This is bad news for America, you see, they rely on the ‘profits’ and resale from the Brent Oil range of profit making and that is about to come under fire, even if it is only 3%-5%, that is a drain of a lot. As we are given “Oil had dropped over 2% amid demand worries and expectations of increased supply from OPEC+, with Saudi Arabia signaling it can tolerate lower prices and may push for more output at the May 5 meeting. Additional pressure came from growing production in non-OPEC nations like Guyana.” (Source: Trading Economics), we need to realise that another drop in revenue will make people relying on this push the panic button (even as Douglas Adams told them: ‘Don’t Panic’), I reckon that is not a venue that America will follow. And as Japan moves more and more to Saudi Arabia, the chance is that more oil will come from Saudi Arabia, as well as a lot more than the three topics I raised. So how much will America lose from their long standing friend and Ally Japan? Even at 10% the slowdown of the $84.95 billion a year will be close to immeasurable. I reckon that it could go up to an estimate max of 30% (which is a little over 25 billion), but add to that the shift in oil, it becomes serious money. As I see it Saudi Foreign Minister Prince Faisal bin Farhan Al Saud earned his daily dose of lamb shawarma today. (It might be chicken shawarma). There is a massive shift happening and as I see it, according to Irwin Stelzer of the Times, America is going strong, so how are these simple ‘facts’ overlooked? Too far in the future? The new memorandum was drawn up in February, and as I see it, these two giants (meaning Japan and Saudi Arabia) could set a beginning to scuttle the good ship America. This is not a given, but in a trade war it will be more than about getting more revenue on one side, it is the other side that is overlooked and as I see it, this partnership could definitely set ill winds to the barometer of the America economy. 

So have a great day and enjoy your Sushi with Japanese Sobacha tea today.

1 Comment

Filed under Finance, Media, Politics

Omitted resources

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

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

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

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

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

Leave a comment

Filed under Finance, Law, Media, Politics

The fifth branch

That happens, even as I wrote about crossroads there is always that one intersection that has a fifth branch. The road often ignored and the road avoided, but it is there. So up first is the admittance that what you are about to read is fictive, a pure cog of my brain and optionally nothing more than the thoughts of a conspiracy theorist. And to make matters worse (for me) is that the setting go Google yesterday wasn’t completely coincidental. I wouldn’t mind taking Sergey Brin for a ride (something he didn’t ever deserve) for the simple matter of gaining $15 million. The man has an estimated value of $121.2 billion, so at the setting of him losing 5%-15%, avoiding that to hand me a $15 million (and a job) is not beyond me, I have no idea how to do that, but here comes President Trump and that story begins. 

So yesterday I got to the idea that making money of short selling stock. To do this you need a really stupid idea that will shed the markets. In this we see that over the last 48 hours the markets lost around 10 trillion dollars. So what happens when this is design? The entire tariff setting never made sense, unless it was by design and tariff on a Mc Donald Island (with only one CIEIO) and a lot of penguins, so that the President can claim medicine imbalance. In the meantime unknown ‘friends’ of his when the markets are at their lowest, buy what they can. Another party hands them the money and President Trump claims his 70%, these people will still get 30% and when you have nothing any slice of 3 trillion will do. Even at 1% that is 30 billion and I doubt they will make that much, they will make enough to have their dream retirement at 40-50, something they never thought possible ever. But there you have it and the larger setting is that when the dust settles most offices cannot investigate as too many offices has lost their staff. A weird but not impossible setting.

And the people will claim I am mad, consider that I wrote from the start it is all fictive. I will leave it to the willing courtesans (called media) to connect the dots I placed over the last week and try to cash in on their digital dollars. As for Iceland? Well when the ships (read: governments) sink due to warmongering and China has had enough reasons, issues might rise and then we see that Iceland and New Zealand are the only two safe places on the planet. I chose Iceland as with their volcanoes and hot springs they have foundations on energy production. A nice pickle I avoided didn’t I?

Anyway escape your doom with my fictive imagination and take solace in the knowledge that if this is proven true that President Trump and his gang of extras will quickly evade to Russia (the only country who didn’t get a tariff) and America will see such anger it never saw because the entire American army, the secret service and others do not have the manpower or the ammunition to stop 200,000,000 angry Americans. 

Not a bad play write even if I say so myself. So next stop more creativity for me.
Have a great day and remember the Kjötsúpa (Icelandic Lamb soup) in Reykjavik is apparently phenomenal. 

1 Comment

Filed under Finance, IT, Stories, Tourism

The color of grass

The CBC just alerted me to something that kind of slipped my mind. There is no reason why it didn’t was on my mind, mainly because I do not harvest for headhunters. But when I saw the story, I thought that it would make a lot of sense. The story (at https://www.cbc.ca/news/health/us-scientists-canada-1.7502527) gives us ‘Top American scientists just lost their jobs. Canada is rolling out the welcome mat’ the byline of this story is “Manitoba, B.C., Ontario looking to recruit top scientists from the U.S.” You see, as we read and know from the last few months “Health Secretary Robert F. Kennedy Jr. is aiming to cut 20,000 jobs at agencies like the Centers for Disease Control and Prevention (CDC), the National Institutes of Health (NIH) and the Food and Drug Administration (FDA).” So here we have Canada, United Kingdom, Australia, France, the Netherlands, Sweden, Norway and Germany seeking specialists of all kinds of people and as they were shown the exit by America, others will look happily to bolster their own sides with people that they couldn’t get before. As such Health Secretary Robert F. Kennedy Jr. will be getting several Christmas hampers, optionally a dozen this year. Even if he is under orders, there is nothing like governmental gratitude from these nations. Of the sidelines. I can advise these governments that the Hampers at Fortnum and Mason (at https://www.fortnumandmason.com/international-delivery-category) are the best.

As such we see an inverted version of the grass is always greener on the other fellows grave. We now (mostly the Commonwealth nations) are the greener grass. So as we see “One example: Dr. Madhukar Pai, the director of the McGill global health programs, told CBC News he’s expecting a record number of applicants for a new tenure-track job in his department, opening in the coming weeks. It’s a field hit especially hard amid sweeping cuts at the U.S. Agency for International Development that are slashing life-saving programs across the world tackling diseases like HIV and malaria.” As well as “Scientists overseeing cancer research, vaccine and drug approvals, public health and tobacco regulations are also among 10,000 already laid off. Public health experts say the mass firings could have catastrophic impacts for the U.S. and the world.” Here I say that it s more the US then the rest of the world. This is the first instance of an American brain drain. The second setting was the market crashing over the last two days, making these people accept other locations a little sooner than accepted. As we see that ‘Trump tariffs wipe $5 trillion off Wall Street’, we also need to realise that some of these people are hurt in their finances and they seek a way out of the uncertainty. So these people are roaring to be the first with a decent contract under their belt. So as we see “Kevin Griffis, a former CDC communications director, resigned in protest two weeks ago after three years at the agency. He said the mass firings were widely felt and could have unanticipated consequences. If the agency needed to hold a press conference today about a major public health threat, “there’s no one who even knows how to run the sound anymore. Because they fired the studio team,” he said.” That case alone will speed China to remove whatever options the other players have. With that setting consider Dr. Fauci joining a Swiss medical enterprise, and according to Kevin Griffis when Americans do not know what to do when a health crises arrives. So when the next ‘covid’ arrive, the people can rely on the treatments through President Trumps ‘advised’ Hydroxychloroquine, but when that fails? What then. Canada can get a setting to be the next best thing to the CDC, then there is the European Centre for Disease Prevention and Control (ECDC), and they are a little tired of the American tariff game and could slap a nice 25% tariff on that. The settings for America go from grim to deep black soon enough. Even now we get headlines like ‘Elon Musk backs ‘free trade zone’ between US and Europe’ (source: Al Jazeera) and that is merely for openers.

So whilst the Commonwealth replenishes their shorts on medical experts, America need to wonder what else they could lose. I am still of the mind that America is near to implosion moment of their debts and shutdowns are likely to happen, when that does, these first ‘evaders’ are is a much better position than any other American, even now as the 5 trillion write off hits the entirety of the tech corporation, some will make it, some others will make massive losses taking their home selling efforts almost essential and the billionaires who relied on their Bitcoin, need to realise that this currency is still a few percentage points. So Sergei Brin (all-father of Google) had $142.2 billion, now at 7% less, he seemingly lost 9.95 billion, not that much overall, still more than the 5 billion annual I had reserved for his firm as additional revenue (he dumped the Google Stadia, so that was that) and as Jeff Bezos seemingly lost 13.51 billion, my IP could set him topside in around a speculative 2 years. It is all relative as I see it. Still, this is not about me. As America is losing the handles on the world thought essential services, others will step in to make a move for themself (and I am no different). You see, as the issues evolve, we see scientists that were in unshakable positions, were suddenly shown the door and now as we see “Canadian provinces are already trying to attract American health experts suddenly out of a job. Manitoba is “rolling out the welcome mat” for U.S. trained doctors, nurses and researchers affected by the cuts, said Minister of Health Uzoma Asagwara in a statement to CBC.” And this is only the beginning. As some other fields are shown the cutdowns, we see other ventures all over Europe and even in the Middle East, they are smiling and wringing their hands as fields of opportunity are given to them. The Hollywood fires gave rise to the Dubai Media Group now getting their hands on several lucrative projects. No this is in no way the fault of President Trump, but these small kicks can become a lot bigger. They are not related, but these separate items can become related. As health scientists have possible connections to pharmaceutical corporations, the impact to the larger stage will be visible in less than two years, so consider that in two years the revenue now (which is expected to be $605-$635 billion on medicine in 2025) gets down by 20% (speculative number) in 2027. So what happens when $121 billion goes to other places (like Europe)? So we have Defense (2022-2026) went to China and Europe (close to 90 billion)  now presumption on pharmaceuticals $121 billion less, and the Middle East are now aiming for $10 billion handing that to others and taking that out of America. So how many hits can the American economy endure the loss of of revenue in added fields of revenue again and again. At present (as I personally see it) America needs to pay interest on 36 trillions, which is a little over 2 trillion, all whilst the tax revenue is around $4.92 trillion (2024), so 50% is out on paying the interest of outstanding debts. Do you realise the issues America faces? And now Canada has a first jab at the fired experts in healthcare on several levels and in several disciplines. So how was the tariff game a bright idea? 

And as America loses more and more it is (as I personally see it) nicely on its way to become a third world country, the first in the western world. And I am not surprised as I predicted this as early as June 8th 2014 in the story called ’17 or 70 trillion?’ (At https://lawlordtobe.com/2014/06/08/17-or-70-trillion/) when I wrote “My issue is not just with the US debt levels, it is also about the ‘blasé’ approach economists are throwing at the people stating that things are not that bad and that it will all work out. That part is a figment of THEIR imagination, because for things to resolve, actions must be taken and none are getting taken at present (or in the near future for that matter). My biggest issue with the Article of Chad Stone is seen at the end. His quote “Lowering the debt ratio comes at a cost, not only risking the recovery if it’s done too fast but also in burdening businesses and households with larger spending cuts, higher taxes or both to stabilize the debt ratio“” I foresaw the dangers 11 years ago, not to this degree, but the setting was clear and as the people are now vacating the sinking ship, the seas become heavy for America and they basically almost capsized the boat themselves. A larger setting is connected and even if we are ‘in denial’ that there is a problem, the people are seemingly rising up all over the United States and Europe with their ‘Hands off’ calls. ABC Australia is giving us ‘Thousands protest against Trump and Musk in ‘Hands Off!’ rallies across US and Europe’ (at https://www.abc.net.au/news/2025-04-06/thousands-rally-trump-musk-hands-off-protests-across-us/105143038) the American setting has usually been ‘The best defense is a good offense’, I do not disagree, yet I am more on the stage of Julius Caesar (Italian army, 65 BC) he states “the first stage is to protect yourself from enemy retaliation” a better setting and as I see it America has left itself open like never seen before. The (slightly less rich) friends from the American administration are now seeking their own save spot, the enemies are enticing former American friends and I warned of that in the years before 2025. Now we see another nail cast into a coffin named ‘defaulted’ And this is not the end, there is every chance that the defense industry will see its own setting of people seeking early retirement and the market crashes will make them seek other shores, their money is in danger of losing the bulk of its value. Will the markets get back? I feel certain they will, but will they recover enough and soon enough? That becomes the question. To write off over 5 trillion is not easily fixed, that much is clear. The next setting are the tariffs, America needs to cancel them for Europe and the Commonwealth to say the least, that might stem the flow of brainpower, but that is a presumption by me. The opponents of America are battering America’s walls and they did mostly this to themself. 

As such I am on the side of Canada, our Commonwealth brother. And if Manitoba, B.C., and Ontario gets their hands on excellent health experts, then I say “Hurray for Canada” and I raise my cup of coffee to them (no beer in my fridge). 

So you all have a great day and if you are on the board of scientists at the CDC, consider the lakes, excellent trout and pike fishing. The air is clean and the people are mostly friendly (not too much to Maple Leaf friends), they revere the Winnipeg Jets. So that’s all for now and see you all on the flip side.

Leave a comment

Filed under Finance, IT, Media, Politics, Science

True to the old word

The ‘old’ saying is “Where are idiots grouped”, the answer is “Usually between Canada and Mexico”, I don’t completely agree as politicians are for the most to some degree a global problem. But you get the gist of the matter. It gets to be funnier as we look at the numbers on Fentanyl smuggling where 86.4% of the convictions are US citizens. Take that and the anger from Canadian people (regarding the 51st state) and we have ourselves a clambake. And that is getting more traction now. The setting has gone viral as many places (I am reluctant to hide behind the operative word ‘all’) have removed America booze from the shopping racks (example: LCBO). For others (Australia) it could be seen as good news as Bundaberg Rum might grace the stalls of these shops, UK already had their gin setting, but that could grow a lot more now that brands like American Gin are removed (sorry Mr. Reynolds) as well, and the removal of several Vodka brands will be good news for Sweden. The branding marks will currently see a shift in consumer ‘appreciation’ as over $20,000,000,000 is removed from America’s branding. I reckon that soon others will see places like Coca Cola will soon also have an impact. Then there is tourism, that ship still under investigation might also see impacts. I think that the numbers for the tourist operators (like Disney, Warner Brothers and Universal) might see a bad summer coming. I don’t think that they have a large dip as they were seemingly over capacitated, but there will be an impact. As such the estimated impact from Canada on Fentanyl is getting a weird impact. According to some, the In the first 10 months of 2024, the Canadian border service reported seizing 10.8lb (4.9kg) of fentanyl entering from the US, while US Border Patrol intercepted 32.1lb (14.6kg) of fentanyl coming from Canada. And if the NPR is to be believed that joke has a nasty sting as in 2024, only about 43 pounds of fentanyl was seized at America’s northern border. That compares with roughly 21,100 pounds seized at the southern border. So the difference of this implies that the 43 pounds of substance caught on the Canadian side amounts to a mere 0.002 of the actual problem and that is now costing America an additional $20B plus change and commission. So how does that go over with Wall Street? So in a short moment, Alcohol, Tourism and retail is impacted in America. If we can believe Doug Ford (Premier of Ontario) has given the headline ‘Ontario premier Doug Ford cancels $100-million Starlink contract’, it becomes a comedy should Huawei fill that gap. So how is that Trump ego going at present? As Canadian tourists generated $20.5 billion in spending and supported 140,000 American jobs last year. They could see an optional 40% drop at present, I personally believe that this could be as much as 60% in an area where spend was 20% down from pre-Covid settings. And others are taking notice Especially the UK, Australia and New Zealand. They might not amount to much, but they do have an impact. I for one had dreamt (I have silly dreams) of seeing Universal Orlando once, but at present I will chose Abu Dhabi over USA. Warner Brothers would still see my money, but where in America my contribution would be close to 100%, In Abu Dhabi they merely fetch 30% of my money and the rest is all for Miral Experiences L.L.C. As such I become an asset feed to Julien Kauffmann. And consider I am merely one person, now consider that 40% of the commonwealth sees this the same way? How much damage did President Trump do to his own economy? If he was the King of Australia I would advice the board of Governors in Australia to muzzle him. This typically refers to the Reserve Bank Board, which oversees the monetary policy of the Reserve Bank of Australia (RBA) and is made up of the Governor (currently Michele Bullock), Deputy Governor, and other appointed members. So, what did Wall Street duo to reign in this level of idiocy? (Just to coin a phrase). 

So, as we realize that over the course of Rome’s long history, taxation was frequently a source of outrage and grief. Indeed there is a basic lesson to be learned from Roman history, namely that people did not like paying taxes they found unjust. And this setting comes from 357AD. As such it is over 1700 years old. Even Julius Caesar, according to the historian Ammianus Marcellinus “declared that he would rather lose his life than allow it to be done. For he knew that the incurable wounds of such arrangements, or rather derangements had often driven provinces to extreme poverty.” So President Trump (and his advisors) had examples coming from history and now the stone is set and Beijing announced retaliatory tariffs of 10-15%, starting 10 February, on various US imports, including coal, crude oil and large cars. (Source: BBC) and that has larger repercussions. Huawei is sensing blood in the water and at present they are ‘arming’ their devices with Linux (I reckon for Europe and other places). People might not ‘go’ for HarmonyOS at present but they now have a foot in the door and with a linux setting they could get into the Commonwealth to a larger degree (Canada included) as America now has to prove that there is an actual danger (which they never did). And only yesterday ‘Huawei Unveils Latest Suite of Intelligent Campus Solutions to Accelerate Intelligent Campus 2.0 Development’ that is the business opening to more. By providing high-quality 10 Gbps network experiences, it accelerates the digital transformation of enterprises across various sectors. No American solution got this close before (only on leaflets as far as I could tell). So whilst Huawei was stated to look out for what was coming, they opened the door to a juicy steak for all the greed hungry entrepreneurs sailing the global waters and they will get their grain. With ‘Intelligent Stadium Solution: Redefining Sports Venues’ they stand to win the hearts over in Saudi Arabia and the UAE, including people in Glasgow (2026), 2027 Cricket World Cup (South Africa, Zimbabwe, and Namibia),  French Alps (2030), 2031 Cricket World Cup (India and Bangladesh) and Brisbane (2032). So when you add that up, how much of the world stage will Huawei capture? And China will be there to laugh out loud, especially as America NEVER showed any evidence and that has been voiced by Germany more than once. 

So how stupid was starting a trade war founded on tariffs and based on a ludicrous setting whilst Canada was a mere 0.002 of the actual problem? Oh, for desert we get the quote we were fed less than 10 minutes ago (source: USA Today) ‘Canadian province leader threatens to cut off energy to 3 US states, imposes 25% surcharge’ and I suggest that the MAGA fans in Michigan, Minnesota, and New York find a good hiding spot, because when that energy block comes through a lot of people will curse the day President Trump was reelected for some time. And then there is the energy coming at +25%, so how much energy does New York need?

Have a great day and happy trails to Bundaberg Rum as they now have an open door to an optional 40 million additional consumers.

Leave a comment

Filed under Finance, IT, Media, Politics, sport, Tourism

Le désert Arabe

Yes, that is the setting. It is not a desert, it is the final course in a meal that has been brewing since 7 October 2023, like a slow boiled Slow Simmer Beef Stew, but one with a distance, it took 16 months for this stew to come to fruition and now, the final course is up to serving. An Arabian plan that was according to the BBC (at https://www.bbc.com/news/articles/cjd32xyjg4eo) where we get to see ‘Arab leaders approve $53bn alternative to Trump’s Gaza plan’, a plan agreed upon by some. We are given “Egypt’s President Abdul Fattah al-Sisi also called for a parallel plan alongside the physical reconstruction to move towards what is known as the two state solution – a Palestinian state alongside Israel. This is widely seen by Arab states, and many others, as the only lasting solution to this perpetual conflict, but it is firmly ruled out by Israel’s Prime Minister Benjamin Netanyahu and his allies.” I have reservations. In this my one issue is the setting that we are given as “Some Arab states are known to be calling for the complete dismantling of Hamas; others believe those decisions should be left up to the Palestinians. Hamas is said to have accepted it will not play a role in running Gaza but has made it clear that disarming is a red line.” I reckon it will take a few months until Iran will ‘bolster’ the response given by Hamas as some existential joke in serious form and that is when the parties accept that the given “Wealthy Gulf states appear willing to foot some of the colossal bill. But no one is ready to invest unless they are absolutely convinced buildings won’t come crashing down in another war.” This is the larger difficulty and truth of the matter. We are given “It glosses over the issue of what role, if any, Hamas, will play. There is a vague reference to the “obstacle” of militant groups and said this issue would be resolved if the causes of the conflict with Israel were removed.” Their is never going to be a ‘peace’ setting with Israel. That is the larger problem. And the others (the Arab states) see that this is the larger setting that will require setting. We are given that “Egypt had produced a detailed blueprint, with a 91-page glossy document including images of leafy neighbourhoods and grand public buildings, to counter a US scheme labelled as a “Middle East Riviera” which shocked the Arab world and beyond.” But that merely looks nice. Gaza could have looked that way decades ago, if not the issue of Hamas was given and that will never seize. It will take a little whilst until Hamas is regrouped and when Iran comes with the likely ‘accusation that Hamas has become a flaccid loser to Israel’ and Hamas suddenly gets a new incentive of weapons and missiles the whole thing starts again. I personally believe that neither this plan and the ruffled plan of President Trump would ever have worked. Iran does anything to ‘remain’ islamic relevant (which is a version where Iran and not Saudi Arabia and the UAE are at the head of the Islamic table, that is the primary concern for Iran and they will play the three terrorist teams (Hamas, Hezbollah and Houthi forces) to progress ‘their’ view on what should be. So this 91 paged plan seems nice for Palestine, but they are the tools of Iran, all Palestinians are. That is the over-sounding problem.

We might want to digress with ‘it could work’ and what do the Palestinians want, but this game has been played close to a near century setting, going all the way back to 1936. A setting that is 89 years old. And if we get to the nitty gritty part of this. The British wanted a solution for the decades of murder and lynching they were facing by jewish mobs getting back at collaborators and traitors all over Europe and Germany. That was the largest fear England and Western Europe faced in the time of 1944-1960. I personally believe that this was the push for the State of Israel. I am not debating that it was the right thing to do and Jews had that part of the middle east (actually more than that) and now we see the latest view and it is all upbeat and we are eager to accept it because it is an Arab plan, making realising this more likely than any other plan (including any plan that President Trump hands the world) and now the game changes for the next  aggressive action of Hamas will place the Islamic world against them, it will not matter for Iran as I personally see it, because any plan that decreases the hold they want over the Middle East will be directly rejected and soon terrorists from Houthi and Hezbollah will scream foul and ‘come to the aid’ of Hamas. That will exclude another bash in Gaza and at that point Israel will have had enough and will indiscriminately attack Gaza no longer worrying about killing the ‘innocents’. They will kill as I personally see it anything in Gaza ending to a larger extent Palestine life in Gaza and they will become the new Nazi’s (my darkest view on the matter). 

As I see it this plan has merit providing Hamas is destroyed, not merely no weapons, but no Hamas is close to the only setting that is close to acceptable in this.

So whilst we accept that we are given ““The Egypt plan is now an Arab plan,” announced the secretary general of the Arab League Ahmed Aboul Gheit at the end of this hours-long gathering.” There is a reflective part in this. What did Iran have to say in the matter? They are the tinderbox for Gaza and Hamas. So whilst we might readily accept “This new plan proposes that Gaza would be run, temporarily, by a “Gaza management committee under the umbrella of the Palestinian government” comprised of qualified technocrats” it is my worry that this comes across as a death sentence to these ‘qualified technocrats’. They are either Hamas, or Hamas minded and if not Hamas will ‘accidentally’ set a new setting of Palestinian traitors (as they are likely to be named). There is one additional setting. There is a larger chance of success when a coalition of Saudi and UAE forces are placed in Gaza (temporary) to oversee safety and security until Palestinian forces are ready to take over. I don’t think it will work, but it has the benefit that Hamas would have to directly attack these forces and that might stop them. It depends on how powerful the Iranian hold over Hamas is. I actually do not know that part of the equation.

The plan is bold, the plan is better than anything there is and the plan leaves enough of Palestinians considering if Hamas was ever a solution, that last one is important for Hamas to be seen as redundant. Will it work? Like many others I hope it will but I remember 1982 Rafah (I was there), so I have concerns. 

Try to have a great day.

Leave a comment

Filed under Finance, Media, Military, Politics

Time is key

The has always been a truth when you look at certain matters. But time as the property of opportunity is usually only looked at in one way. Now consider the truthful setting with a republican administration. I am not in Anti-republican mode (where some are), I am seeing the opportunity in the propagation of entertaining values. I am basically at least a step ahead of the masses as they are still raging over Trump This, Trump that (I have nothing against trumpetists) but the setting could be set to a new chapter in both education and entertainment. You see, we look at the new, but we forget that greats have passed the days of JK Rowling, Stieg Larsson, Dan Brown and Stephenie Meyer. You see, the 70’s belonged to Alister McLean, Desmond Bagley and Robert Ludlum. Now lets take one specific title. The chancellor Manuscript by Robert Ludlum. The story is about a protagonist called Peter Chancellor. As a student he comes across snippets that could lead to a massive conspiracy that is set around American administrations (plural) he gets discredited by ‘powers that be’ but a member gets him to adjust his course and he becomes a writer. He creates that setting in a book named Reichstag and his path to glory is set. The member who adjusted it was aligned to a group named Inver Brass and the man is Stefan Varak (aka Alan Longworth) an operative of the NSC (unknown alphabet group), they are looking for the Hoover archives. In this day and age that is the setting which will please the millions of conspiracy theorists we have now. And yes, I was too late. In January 2010 director Marc Forster acquired the rights of the novel to make it into a feature film. Leonardo DiCaprio was set to star and produce the film and Peter O’Brien was attached to write the script for the film. So there was someone in front of me. Well, I am not much of rewriter and likely these people are way better then me as Leonardo DiCaprio seemingly signed on for this. 

The larger setting is that these writers will have a much larger setting now then they ever had. We are in a setting of treats and as Robert Ludlum was the man behind the origins of the Bourne franchise, you know that you are in for a treat to say the least. 

We see that this American administration is setting a new premise for entertainment. Yes, there always will be a Saturday Night Life and a few others, but the big screen will also have its moments. And Robert Ludlum writer of 27 novels still has its course to play. In my view the stage of The Parsifal Mosaic has merit and yes, around 2012 Ron Howard has been attached by Universal Pictures to direct the film adaption. So, I am behind on this for a little while, but not to fret, there is still nothing (as far as I know) in the pipeline. So my voice still counts. Not as a member of the creation in this, but to recognise the setting as a valid one, I am definitely the seeming voice of reason here. A setting that is often ignored. You see, like Steve Jobs, I do not have to be the innovator, but I can recognise the ones that are the innovators and that has a level of merit that is surely lacking in this world. And if you think I am kidding, consider the talks in Riyadh between Trump and Putin whilst they carve up the non-America and non-Russian world next week (Europe and Canada) and lets see how wrong I am then. And when you stop to consider Desmond Bagley, consider his first novel The Enemy and see what could be done in a age of industrialists in command of the worlds (Novichok anyone?) And not in the setting that Roget Moore gave us in 2001, but something truly dark and scary, especially when the right director is found. Consider a setting where the code is set to a mechanical computer (a transit) and the plans are spread over rails and Choo Choo trains. Where the setting of computers are helpful, but not when the tracks are unknown and that setting could be all over the place. In all the settings we have a seeming lone wolf religious zealot attack against a geneticist and the escalations when someone connects several unaligned dots and we see, not merely some MI-5 setting, but their failing when they overlook one simple piece of evidence that was in front of them. The conspiracy theorist wet dream so to say. 

These writers are getting a new else on life and the ones that inherited their IP might end up with a much larger check for a long time to come and I am merely scratching the surface. There are more writers then these three of them and as I personally see it, the movie makers in the 80’s thought of merely a few extra coins, whilst these works of art could be a new way of tapping the vein to serious coins for the one who sees them. So when we consider writers, in Sweden Netherlands, Belgium, France, Germany and Italy in the period 1970-1990, what other treasures were ignored by the larger Hollywood crowds? Now that Canada, Korea (southern part), Australia and New Zealand are in a stronger position, what more can we expect on the silver screen?

Have a great, innovative day today.

Leave a comment

Filed under Finance, IT, Media, movies, Politics

The edge of imagination 

That where we are at times. We all are and some use it to fuel the idea they have. We can speculate all we want, but there are words that the Star Trek Communicator fueled the concept of the mobile phone (don’t know if it is). Then later on the Star Trek Pad (TNG) was the base for the Kindle and also the iPad. We can deny, we can be offended. But the truth of the matter is that any innovation required a group of people thinking in the same way, that is how innovation starts. When the thoughts of this are set to a base, the base grows and the concept becomes a real thing. I have always believed that to be true. So whilst we think that all inventions are in the trend of Oppenheimer that person is not completely wrong, because the imaginations comes from whomever employs it, but usually it take a nudge. The iPad and mobile phone being clear examples of that. There were some bad examples (losers trying to fraud their way through) but they get found out soon enough and now we see medical devices on the same Trent as the losers were, but these people imagined the solution though. They went the additional step.

This is the foundation, now consider that DisneyWorld has the ride Rise of the resistance and galaxy’s edge. We know Star Wars and that is fine, but these two places in the eyes of a child will boost that child’s imagination and that is where the setting changes. That child could be there seeing the life sized version of a Tie fighter and that thought will remain with the child and in 15 years the concept of something he did not realize becomes reality, true innovation. What it is? I don’t know, not my thoughts. I merely thought of Newt Scamander in the series fantastic beasts and I came up with giggle water. A drink in the movie magic based, but the drink could be real. I set that out in a blog around when that movie came out. You see we have all kinds of fuzzy drinks. So what happens when you add Nitrogen (laughing gas) to the syrup that will contain the nitrous oxide and with the added liquid (most likely water, or fruit juice) we now have giggle water. Of course as it is ‘regulated’ all over the place someone in that field would have to tinker with my idea. But can you ignore a fan fleet of millions when it comes to any new drink? Only Coca Cola started with nothing. There is a whole fleet of people now in range and in the Harry Potter field everyone is going nuts about butter beer. Can you imagine having the one good no one else has? 

Did anyone else consider this? Possibly, but they might not have heard of laughing gas, it was discontinued when better alternatives were found, but that doesn’t make the idea useless, it can be applied to other fields. Innovation is the combination of thoughts and imagination and the one solving it has a future ahead. I think I had my fair share of innovations and more are coming. To get into a field I am not even qualified is folly. To be true, I was not qualified in the field of nuclear ‘solutions’ either. But someone had to deal with Iran (and now Russia as well). As such I started a thought that could be interesting. As such I figured that as Russia has 38 reactors, when half a dozen melt down they will end up having a massive energy problem. Simple problem, simple solution and when you consider that a snow globe drove this idea, you can see that innovation can be found anywhere. 

This led me to the setting that America gave us all. The trade wars. Now America has plenty but not all in America. You see Disney is also in Europe, Universal is also win the UAE. So if all people of the commonwealth denounce their visit to America and chose these two other locations America will soon have a new problem. So what if we all disregard America as a destination for the next two years? Disney reported an annual revenue of $88.898B, they beat expectations by a mere 7%, so what if all in the commonwealth and Europe select other places and now Disney falls short for 50%? and Universal is doing equally good, that is until President Trump pulled the rug from under them. You see I like Theme parks, but if I can enjoy another one I would like it to be outside of America. I am a member of the Commonwealth and be decided to blame Canada and Mexico for their own irresponsible spending. As such The Dutch has the Efteling, Harry Potter can be found in London, Japan and soon the UAE (Warner Brothers Theme park) and several other parks are there all over the world. Saudi Arabia will soon have the alternative to Aspen and Utah, Canada has Whistler and Blue Mountains in Ontario and a such there is every chance that they could all get more Mexicans. President Trump did not really consider that, did he? In that same setting Universal (before covid) had 5.5 million tourists, so what happens when that slows down to less then 3 million, how long until Orlando has a massive budget problem? How long until businesses collapse due to a stupid idea that seemingly only President Trump likes. How long until the America economy goes below sustainable (I believe it is on the line now) measures that collapses the larger companies is slicing whatever they have?

Innovation comes in all sizes and directions. So when will we see a webpage with a connected database mapping all theme parks on the world so that people from the Commonwealth and Europe can seek alternative travel arrangements? Consider that Saudi Arabia and the UAE have done nearly all to become the better solution for tourism. Their airports are top node and their theme parks are too. Warner Brothers will still syphon some funds to America, but it is meager pickings for the yanks as their theme parks are on the edge of shutting down. 

That is the other side of innovation, making sure that America dwindles down to nothing. You see, there is a down side to Trade Wars. This is merely one side of this, there are a few others but I reckon the Canadians are already on that part.

As I see it, the stupid side of this world can be found between Canada and Mexico. And they are finding out that there is a cost to electing the wrong president (not sure if the other party had a real contender)

So have a nice day and consider the chance that you yourself have an idea that could be innovative, there is 100% certainty that I am not the only one and innovations can be found in any field, it merely needs fuel and imagination is the best fuel.

Leave a comment

Filed under Finance, IT, Media, movies, Tourism

Who’s funny now?

It was just after midnight when an article hit the retinals of my eyes. It happens and most of the time it is just as it is. Not this time, this time was different. You see, a few days ago on January 9th 2025 in my view (at https://lawlordtobe.com/2025/01/09/is-it-semantics/) with the title ‘Is it semantics?’ I wrote “I will let you decide, yet consider that America opened to door to grow China in near exponential size, because they could end up with options in Australia, Canada, New Zealand and the United Kingdom.” As some people laughed at my ‘sense of humor’ they ridiculed the setting from ever happening. Now the BBC gave me a mere 4 hours ago ‘Reeves defends China visit and hails £600m boost to UK’ (at https://www.bbc.com/news/articles/cqx9jggw9ndo), as I see it the die is cast and now you (Americans) get to ridicule the setting. Perhaps it was a simple joke to keep the mind of tariff changes, but that is not how it is playing out, is it? The article gives us “Chancellor Rachel Reeves has defended her decision to travel to China to improve economic ties at a time when soaring government borrowing costs threaten to squeeze UK public finances.” The added “The Treasury said Reeves’ visit to China delivered on a “commitment to explore deeper economic co-operation” between Prime Minister Sir Keir Starmer and President Xi, made last year. BBC economics editor Faisal Islam said other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” Brings another setting to the table. Is that why Elon Musk wanted Starmer out? The timeline makes sense. America would have known about this in advance and the noise we heard was around the time this was going down on plan papers. So Elon Musk was pushing his ‘ideas’ through the populistic channels available to him? I knew nothing of the sort, but I predicted the setting as an available one. And now we get “other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” This implies that Spain is also on the China horse of economic opportunity. This implies that China is making progress towards the UK (and optionally also into Australia, Canada and New Zealand) as well as direct opening moves by Spain (and others) into Europe. America is not really laughing now, are they? In opposition we see “Tory MP and former security minister Tom Tugendhat told BBC Radio 4’s Today program that the timing of Reeves’ visit to China was questionable. “She’s going at a time when her Budget has sacked the economy, we’ve got debt rates going up, and she looks like she’s going with a begging bowl, not with a trading deal,” he said. “That’s a real problem because actually it makes the UK look more vulnerable, and others around the world will see it too.”” 

Well, the UK doesn’t look more vulnerable. It is more vulnerable and it started 8-10 years ago when Mario Draghi decided to push his idea for spending in excess of €2 trillion. Yup, the invoice is due at some point and the UK is actively seeking solutions now, preferable before European nations do. As such I saw that dinner bell chime over 5 years ago. And as such Tom Tugendhat going for the adjusted Oliver Twist quote which was “Can I have some more please?” Doesn’t really hold water or slice the cabbage. It is reality in a nasty setting. It is the consequence of Wall Street and friends pushing hardship forward and now it is due harder choices will be made, but at this time these Wall Street friends are nowhere to be found and it comes down to Wall Street and its administration to figure it out and the Trump administration can no longer cry wolf (make China the nasty one). These administrations are in a deeper setting and are willing to give China a go, which will be good news for Tencent and Huawei in the first instance and first degree. Tencent will personally aid my need for coins and selling my idea, but that is not the issue now.

And whilst the article ends with “Liberal Democrat deputy leader and Treasury spokesperson Daisy Cooper urged the chancellor to return to the UK “to urgently address the ongoing crisis in the markets and announce a serious plan for growth”.” I wonder if the BBC relied on “Cooper urged the chancellor to return to the UK” instead of “Cooper urged the chancellor to return to the UK before the China vote is in”, there is of course the setting that this is not the case. I do not know Daisy Cooper, merely to a minimal degree. Yet at present, she has more in her stride than Australian labor PM Anthony Albanese. Yet for me the real ‘victory’ was that I optionally saw the backlash from President elect Donal Trump correctly, at least in part. And that days before the BBC gave me the rundown. So will the commonwealth unite with China? It is too early to say, but the start is here and now America starts its new administration with serious other problems. You see the group five eyes (Australia, Canada, New Zealand, the United Kingdom, and America) is nice but as it seemingly goes this setting could be 4 members short in the near future and that creates a new setting. The CIA will lose eyes in several places and they will not have the budget to rectify that any way soon (they lack other resources too). Still happy about the 51st state ‘joke’? We have asian food centers all over the commonwealth and these people feel happily fed and don’t see China as a threat. I am not saying they aren’t a threat, as I see it, merely America and its devoted fans do. The problem is that the economic hardships are real and the people are willing to give China a chance. It isn’t right or wrong. It merely is and it is a direct consequence of games that Wall Street enabled, as they disregarded a long term policy. It is the direct consequence of what I call short term Excel policies (not blaming Microsoft in this case).

We can postulate all we want, but it depends on what Chancellor Rachel Reeves brings back to Number 10 and parliament. As I personally see it, President Xi (with aid from He Lifeng) gets the option to make a clean sweep into the hardship that America is ignoring for itself and with the settings as I observed it on defense spending in several places China can put pressure on America to a much larger degree. Life can throw us the strangest curveballs.

So enjoy the day and remember that in China, they will say “我可以再多吃一點嗎?

Have a lovely day, only 120 minutes until breakfast for me.

Leave a comment

Filed under Finance, Media, Politics

The premise was already set

There were some ‘noises’ on what I wrote yesterday and the ‘ludicrous’ setting of Huawei. Well, lets have a look then. The Corner (at https://thecorner.eu/news-spain/the-government-authorizes-saudi-stc-to-purchase-9-9-of-telefonica/117825/) gave us a few days ago ‘Government Authorises Saudi STC To Purchase 9.9% Of Telefonica’ It does not sound like much, but in that setting together with Egypt (as I reported in 2023) the Saudi Telecom Company was already aligning with Egypt and now as it is settling in Spain, Saudi Arabia has now a direct line of communications with the larger part of Europe. They already had Portugal and optionally also have parts of the United Group (details are not known to me).

Then when we see merely a day ago we get (at https://www.rcrwireless.com/20241202/featured/stc-huawei-5g-saudi-arabia) ‘stc, Huawei to enhance 5G connectivity in Saudi Arabia’ and now we get “Stc noted that this solution boosts operational speed by 200% compared to earlier models. Saudi telco stc and Huawei have announced the commercial rollout of SuperLink, a digital solution designed to enhance 5G connectivity across remote areas in Saudi Arabia.” So whilst we get the softer message from Nokia on 5G and we should forget 5G, because their 6G will be da bomb (slight personal tweaking). Yes, always look at the horizon whilst Huawei is upgrading 5G to something that resembles 5G+. Another fine mess the makers of yesterday’s technology bring us. There is however no timeline for 6G and whilst we hear all the wild stories, I have to argue that the organisations that remained in the dark for the longest of time, now has da bomb? I call that a dead mans bluff. Like what they had done before and nothing came from it. Now that China and Saudi Arabia are setting the new marker we see the setting I warned about in ‘The question remains’ on the 21st of December 2022, two years ago I warned of this setting and Now suddenly we get the Nokia news? (OK it has been out for some time), but we haven’t seen anything out in the open with tests and so forth. In that same time Huawei set the proof all over the place and with HarmonyOS they can go to town, especially if Google is forced to break itself up. And as others are forcing Huawei out, we merely see other telecom companies taking the Huawei lead and offering it to customers. We can see all the ‘bigger’ telecom brands heeding the words from the US and so far it lacked any evidence. New the stage will be set that Saudi Arabia could offer a cheaper solution to people in Europe, the Middle East and Asia a solution with Huawei. Now, we get the setting that the larger Telecom companies will have to compete for the same customers. And in that setting 33 million in Saudi Arabia, a slice of 115 million in Egypt and slices from Portugal and Spain giving them slices of 60 million people. And that is before we consider the fallout all over Europe. You see, in the end these other players need people to fuel part of their profits. The anti-China rhetoric from Trump with the added anti-Huawei rhetoric will fall flat. In the near future they have the numbers and now others are in trouble. I reckon that soon Saudi Arabia will make a play for other Vodafone areas. I have no idea how far they get, but any Telecom company that starts not making their numbers will jump on that churn bandwagon. All this whilst Huawei is breaking new boundaries. So whilst someone reported the great success Nokia is making others make mention that the new setting is coming in 2027 (a presumptuous setting as I haven’t see the full papers). So what of 2025 and 2026? A two year bluff sounds nice, but Huawei is giving us “Stc noted that this solution boosts operational speed by 200% compared to earlier models and significantly extends 5G reach without requiring extensive infrastructure, making it ideal for connecting remote regions efficiently. The solution also improves deployment efficiency by reducing antenna requirements by 67% compared to traditional single-band parallel link methods, lowering tower rental costs.” A more than normal cost efficient solution and it is being rolled out in Saudi Arabia. I reckon that the UAE will follow soon thereafter and in that setting Egypt, Portugal and Spain are likely next. This gives them slices of a multiple times the Saudi population and in that setting with Egypt in their banner the Saudi 5G solution will turn heads and put the other players to shame. It would be a world first that Saudi solutions are cheaper and outperforming other telecom companies for at least 2 years. And that is until the people figure out that the Nokia solutions becomes too expensive. The rot in an economy also implies that the people need cheaper solutions and Nokia is less likely to deliver at that time. As I see it all Saudi Arabia needs to do is to figure out how to add France and Germany to that pool and the Huawei battle will be decided in favour of Huawei. Oh, and whilst you are brooding on that. Consider “Huawei technology must be removed from the UK’s 5G public networks by the end of 2027 under legal documents handed to broadband and mobile operators today” I have NEVER ever seen ample documentation that Huawei was an actual danger. It was proxy tantrums from an American administration trying to bully others to hate Huawei too. Now that the stage changes and when it does (no if it does), Germany will have to turn the rudder in their decisions. I reckon that France will immediately follow suit (a speculation, I have no evidence). All that and now it comes with a directive from Saudi Arabia, who owns a stake in several telecom corporations all over Europe and Africa.

Do you still think I was wrong (or talking shit). The evidence has been out in the open since 2020. It is the tail-side of having no economy left at present. And as I see it, the telecom companies will go for each others throats and in the meantime the STC will keep on buying stakes in the other companies. So take that setting and introduce some unaffordable 6G future solution from Nokia. Are things adding up yet? And don’t forget, 6G might be actually da bomb but it is well over 2 years away, so how are your finances holding up in 2 years? Mine won’t survive, I reckon a lot of others will have a similar problem soon enough.

This gets me to the final push. It was seen in Satellite Pro Me (at https://satelliteprome.com/news/stcs-job-attachment-program-surges-by-72/) where we see ‘STC’s ‘Job Attachment Program’ surges by 72%’ that is even better then the bulk of telecom companies had 20 years ago. As I see it, Saudi Arabia will need a massive staff expansion and retrenching of current staff as we are given “The programme offers STC employees the opportunity to gain hands-on experience, explore career paths, and develop professional skills.” As I speculate to see it, is that the STC is going places and needs staff to do so. The countries I mentioned will need extensive upgrading and a much better service and call centre setting and that is just for starters. As I see it the STC is the largest Telecom employer before the end of 2025. Oh, and that is before we even see where France and Italy are in that setting. This could be the larger push into Europe and I reckon that this is fight that Huawei is happy to see Saudi Arabia do at present. I hope I haven’t oversimplified it for you too much.

Have a great day and good morning to Vancouver where it is now 01:10.

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science