Tag Archives: Forbes

August 21, 2018 · 14:54

A haircut before the guillotine

That is how we sometimes see life. We are all dressed up, all ready, smooth shave and a decent look, all on route to the main event where we are the guest of honour at a dinner party hosted by Joseph-Ignace Guillotin. Yes, we are the person on the chopping block. When death is all you look forward to, the way getting there will mean the most to anyone.

So out comes the master of coiffure, to make sure that the shave and the haircut were done to levels of excellence that you never considered before. Master tailor Marc de Luca will come and see you to make sure that the suit is one that Versace will look at with utter envy, the people on Saville Row will look with utter amazement on just how perfect a suit can be, because you must look your best on route to that once in a life time dinner party with Joseph-Ignace Guillotin, all the elements mattered the most on this one day.

So there is the setting you see when we consider ‘EU says Greece can ‘finally turn the page’ as bailout ends‘. The article (at https://www.theguardian.com/world/2018/aug/20/eu-greece-bailout-ends-pierre-moscovici) gives us “Greece has turned the page to become “a normal” member of the single currency“. Yes in that regard it is nice to know that a mental health setting of ignorance when it comes to the economy, is still riding high with too many individuals. I mentioned it over 3 years ago in the article ‘Dress rehearsal (part 1)‘ (at https://lawlordtobe.com/2015/07/01/dress-rehearsal-part-1/), where I stated ““Greece would face an unsustainable level of debt by 2030 even if it signs up to the full package of tax and spending reforms demanded of it, according to unpublished documents compiled by its three main creditors“, the reason that I call it questionable, is because Greece is what I call a 3G nation, which means it will take three generations for this debt to become close to manageable. So, with that I imply that the debt is still a massive form of pressure in 2061, there is no escaping it“. That part we now see with “Greece has the highest government debt in the EU, 177% of gross domestic product, and is forecast to be repaying loans until 2060“. WOW! I was off by one year and that was me using my fingers and an abacus over three years ago. Now we see that it will be all done by 2060, which is actually not a certainty. I took a few setbacks in consideration that are likely to be missing here, so considering that this started 8 years ago, we see that in the end it will take another 42 years, making my ‘three generation‘ prediction spot on. Yet the good news is not yet done. When we consider that the debt is 177% of gross domestic product, the fact that youth unemployment remains at 43.6%, as well as a few setbacks, there is merely one stupid act of starting another bonds plan and it all goes south really really fast.

The first is that with “Athens will face more exacting checks than any other Eurozone member, so Brussels can monitor whether the government’s budgets are in line with EU stability and growth targets” Greece will still be bound by some factors. The setting is a given if Greece decided to try the Goldman Sachs strategy again, the future will start to look extremely dim again at that point, with little to no hope on resolving it ever. There will always be politicians that play the fast and loose card whenever they are in a pickle, which will soon thereafter become the ‘fast and lose‘ scenario, especially for the Greek population.

Even now we see the quote: “Many analysts believe it will take a decade before Greece returns to pre-crisis living standards following a slump in which its economy contracted by 25% and unemployment peaked at 28%“, I am not convinced that it will be that quick. It might be if serious investors can be found to pump up the Greek economy like a Google space, an Apple hub and an IBM data centre. Those steps will be a turn for the good for Greece, but without a really large player opening the field, Greece keeps on lagging behind and a decade will not be enough to set the economy back on track to the pre-crises degree stated. Furthermore, there is the consideration of “levels of extreme poverty jumped. The population has fallen by 3% because of emigration and a lower birth rate“, you see, the levels of extreme poverty also slows the recovery setting and the loss of population will not merely mean that there are less jobs required, it also means that a continuation of certain aspects can no longer happen. So the setting of parent to child implies that more and more businesses die over time lowering the GDP further, which in turn shoves the debt up by 5%-10% more than previous. So it is not the percentage, it is the €336,900,000,000 that is due its interest and that amount is not shifting merely due to the shifting GDP percentage. It is rising because 336 billion implies 6-9 billion euro of interest a year and with a population of less than 11 million, whilst we get the slightly over enthusiastic “By 2023 unemployment is forecast to fall to 14%“, yes, I’ll accept that when I see it. You see, last October it was 20.7 percent. This now give us that close to 2.5 million Greeks are not paying tax. So exactly how are they not merely getting the infrastructure paid for, but in addition to that pay for the 6-9 billion in annual interest? From my point of view the picture we are given is a rosy coloured setting of ‘Bull dung and grapes’, at which point the grapes are not that appetising anymore.

The final part is seen with “As a condition of getting debt relief, Athens agreed to the EU’s demand to run a budget surplus of 3.5% of GDP until 2022 and thereafter 2%. However, the International Monetary Fund, a co-funder of the bailouts, has long argued this goal is too onerous for a country that has endured years of belt-tightening“. That shows part of the imbalance, or merely the gross injustice to the Greek population. There is close to no way to live with the ‘a budget surplus of 3.5% of GDP until 2022‘, unless you cook the books that is, which is a purely personal speculated option. It merely seems more than an impossible task and agreeing towards demands that are unrealistic is just not acceptable and utterly inhumane.

Forbes is on my side in this. The article (at https://www.forbes.com/sites/francescoppola/2018/08/20/lessons-for-the-eurozone-from-the-greek-debt-crisis) gives us: “Fiscal austerity is on the menu for generations to come. Furthermore, if GDP takes a nosedive – as both business cycle theory and economic history tell us is almost certain to happen at some point during that time – further cuts will be necessary to meet primary surplus targets. In the light of this, the IMF has expressed serious reservation about the sustainability of Greek finances. If it is right, then the Greek crisis is not ended. It will be back with a vengeance in a decade or so“, I actually believe that ‘a decade or so‘, is a little optimistic. When we correct for Murphy (anything that can go wrong will go wrong), the tie line will shove the entire situation to the foreground by the year 2025.

The article is a really good read, mainly because it gives us in short the history on how it happened, which was essential in all this, because the danger of “in 2009 the Greek government lied about the true state of its finances, and that the pre-crisis boom had resulted in a fiscal deficit of 15% of GDP and debt/GDP of well over 100%” is a setting that is not unlikely to return in the 2023-2025 years, for a few reasons, especially when the Greeks are set in a stage of what is humanly called to be in a stage ‘without a pot to piss in‘. there will be overreactions and that is when things go from bad to worse and in that time, when there is still 35 years to go, a lot of people will re-enter new (read: even more harsh) levels of austerity.

So even when we think that the bailouts have ended, we also need to consider that this is academically correct, yet the truth is that we need to realise that in a little less than 16 months “the expensive debt to the International Monetary Fund, some 2.6 billion euros of which is due by the end of 2019” (source: Bloomberg), apart from the interest, posts like the maturing bonds come out to play and that is in this case well over 2.6 billion, also we need to consider ‘the interest Greece has to pay on bonds is still too high at about 4.2 percent‘, there we see that the additional pressures that Greece gets from refinancing all those bonds come at a huge cost. In addition to that part, we also need to notice ‘National Bank of Greece issued international bonds (XS1698932925) with a 2.75% coupon for EUR 750.0m maturing in 2020‘, so where will that money be coming from? We accept that seven hundred and fifty million Euros is not a lot when you say it fast, but in lieu of the outstanding debts, the budget surplus as well as bond maturities, all that whilst the economy is not on track and will not be anywhere near that in 2020, my prediction of a new stage of defaulting by 2025 might have been slightly too optimistic.

Personally I really hope that we can find a decent solution for Greece, a solution that allows for a growing economy because Greece is an awesome place and for the most Greeks are awesome (unless you’re German at that point you’re on your own). The good news is not there yet and I personally believe that some players are still stacking the cards in a way that suits them and not Greece. I am referring to the message: ‘S&P Global Ratings upgrades Foreign Currency LT credit rating of National Bank of Greece to “B-” from “CCC+”; outlook stable‘. It was given to the people on June 6th 2018. I personally do not believe it to be correct or better stated ‘justified’. Bloomberg gave us those goods an hour ago with: ‘Greek Bad Loans Are a Drag Even after Crisis Shrank Bank Sector‘. Basically an hour ago we were treated to “the problem she saw 12 years ago lingers on — Greece’s banks are still weighed down by bad loans. That’s making them cautious about new lending, which the country’s cratered economy needs to grow again after its European bailout ended on August 20th“. Basically hidden ghosts still rock the financial cadaver of Greece and there is more to come. Do you really think that ‘stable’ is the correct word? When we consider the S&P definitions we end up getting “An obligation rated ‘B’ is more vulnerable to non-payment than obligations rated ‘BB’, but the obligor currently has the capacity to meet its financial commitments on the obligation. Adverse business, financial, or economic conditions will likely impair the obligor’s capacity or willingness to meet its financial commitments on the obligation“, if the entire setting relies on ‘currently‘ I end up with the consideration that this could revert to a more negative stage by years end and then we see that the costs will increase whilst the maintenance of a budget surplus is close to a nil percent possibility at that point.

If we see that this is going on and the stage is set in several ways against Greece, who was the message ‘Greece can ‘finally turn the page’‘ for? Was it for the EU and European, was it for Greece (as an optional setting of false hope) or was this as the starting signal for Wall Street? In my mind the question becomes, who exactly was The European commissioner for economic and financial affairs, Pierre Moscovici catering for? Perhaps it is less complicated, perhaps he was merely acting as the maître des cérémonies for Joseph-Ignace Guillotin. To set the stage, where in the old days, executions by guillotine were a popular form of entertainment that attracted great crowds of spectators (their version of the Roman bread and games). Perhaps that is what is needed in Europe and for now the Greek government is unaware that their status has been elevated from underdog to the proverbial ‘guest of honour’.

Yet in all this, we need to be more then sceptical, there is much doubt and most of it based on common sense. We need to realise that the setting of Greece remains close to unacceptable, these levels of austerity will have to continue not for a decade, but for several decades, mainly because until the economy gets an actual boost, the options of budget surplus seem to be so unrealistic that whatever was signed was basically signed under duress. If the CIA and others stopped torturing a terrorist because the issue was too inhumane and the intelligence was never reliable, why would you transfer such levels of inhumane economic pressure to a European ally?

In the entire Greek economic setting that one part never ever made any sense to me.

 

1 Comment

Filed under Finance, Media, Politics, Science

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

August 18, 2018 · 12:17

A new danger

There is a setting of dangers, the dangers are not merely setting, and for the US it is inequal discussion on how many allies they have left in the near future. It is not a new danger; the actions have been under scrutiny for some time. Yet last night something changed. We understand that electing the 45th president, a ‘former’ greed driven billionaire would always have consequences, yet the amount of consequences shown is now escalating.

The Washington Post gave uis 90 minutes ago ‘GOP fundraiser Broidy under investigation for alleged effort to sell government influence, people familiar with probe say‘, the article (at https://www.washingtonpost.com/politics/gop-fundraiser-broidy-under-investigation-for-alleged-effort-to-sell-government-influence-people-familiar-with-probe-say/2018/08/17/c9e55792-a185-11e8-8e87-c869fe70a721_story.html?utm_term=.774c7a3358da) a different setting. We always knew that there are two sides and the ‘less progressive’ republican side was always a little of a hot potato to some. Yet with “The Justice Department is investigating whether longtime Republican fundraiser Elliott Broidy sought to sell his influence with the Trump administration by offering to deliver U.S. government actions for foreign officials in exchange for tens of millions of dollars“, that hot potato has now turned into a handgranate. With the quote “As part of their efforts, prosecutors have subpoenaed casino magnate Steve Wynn, the former RNC finance chairman and longtime Trump friend, for copies of records and communications related to Broidy” we see that there is a much larger net being used. It is not merely about Broidy, with names like Steve Wynn we see that there are several names involved, all people with almost direct access to the President of the United States, and with names like Jho Low and Guo Wengui we see another side of ‘entrepreneurship’ hitting the limelight.

Yet how real is the setting?

Part of it is seen in the Wall Street Journal, and with “through June and into July, Mr. Low had been living freely in China, a person aware of his travels said”, as well as “Mr. Low had a close relationship with former Malaysian Prime Minister Najib Razak, who in turn was courted by China. Malaysia’s new government suspects Mr. Low helped arrange infrastructure projects, financed by China, from which funds were diverted to cover debts”, the second part now giving us that America as well as other players wanted access to Mr. Low, yet that in itself is not evidence against Elliott Broidy. What it does tell us that multiple players want access to this billionaire, all for their own reasons and with the US with a debt surpassing 21 trillion, we can only wonder what some people want Mr. Low for. The additional part is that Malaysia is now pulling all the plugs. This is seen as Channel NewsAsia is reprting that “The Bombardier Global 5000 aircraft, estimated to cost US$35 million was allegedly bought with money belonging to 1Malaysia Development Berhad (1MDB)” (at https://www.channelnewsasia.com/news/asia/malaysia-to-prove-jho-low-private-jet-bought-stolen-money-1mdb-10621726). It seems so flaky and weird to merely focus on one plane. The amounts are massively larger then the $35 million, so in that case, if that evidence falls over, will the case on that side against Jho Low collapse? When we look in that direction and look at Malaysian Prime Minister Mahathir Mohamad, we see that hsi platform is set upon anti-Chinese activities and when we see the accusation “critic on Chinese ventures in his home country for being too expensive and has suspended three China-backed projects worth around $22 billion that were signed under the previous administration”, we see that there might be  case in that part, yet why focus on $35 million in a $22,000 million setting? We also see an additional stage in “Explaining his decision at a news conference last month, the veteran politician said the contract and loan terms behind the deals were unfair, noting that the interest rates on China’s loans were much higher than the 3 percent figure at which the government normally borrowed, the Associate Press reported“, is this all about the money, or merely a way to set the stage for re-negotiation. In that setting, the sound strategy becomes that Elliott Broidy was setting the stage for the United States to poach the finance deals away from China and in that setting, getting Jho Low to give the goods would help the US pretty decent. In addition, when we look at the education of Jho Low, we see that he is an alumni of the Wharton School of the University of Pennsylvania, the same school that has President Trump, as well as the bulk of CEO’s that at one stage were the captains of the Fortune 500 lists, it includes dozens of airline CEO’s, so in that setting the Malaysian government goes looking for a $35 million plane?

So what is exactly the danger?

It is not on merely the setting of Elliott Broidy in all this, it is the setting where we all need to realise that there is a cost to doing business and it has transgressed borders for the longest of times that, whilst we accepted that in Europe to some degree, Americans never accepted or comprehended that. The media players used that part in all kinds of election setting and fear mongering for the longest of times. From my point of view (optionally a wrong one), we see how people like John Brennan is a danger to that setting. People dedicated to the protection of that their nation will not accept the global cost of doing business; they are in line with monarchists and devoted workers to their nations like we see in the Netherlands, the United Kingdom, Sweden, Denmark, as well as Canada. In republics, republicans are in a setting that this time is gone; it is the age of the corporate setting of common sense towards pragmatism. The problem as I see it is that those of no use to the needs of such a republic lose value overnight, that whilst the monarchist setting is to embrace all the citizens and protect them all. It is done at a cost, one that those people tend to accept. Yet in the republican view, these costs are counterproductive to corporate profit, the non-consumers are a cancer, needed to be cut out. When globalisation sets in to the business degree that will be a lot easier and that is where we see the stage. So when we see “In the 48 hours since President Trump revoked the security clearance of former CIA director John Brennan, over 70 former intelligence officers and leaders have come forward denouncing the president’s decision to revoke or threaten to take away security clearances from former government officials, including a list of 60 former CIA officers who signed a statement today, obtained by Axios“, we also see that America (or is that Wall Street) are confronted with a change no one was ready for, so the economy becomes a stagnant danger to them, one where they do not make profit.

When we see names like:

  • Jeremy Bash, former CIA and DoD chief of staff
  • Bob Flores, former CIA chief technology officer
  • Kent Harrington, former national intelligence officer for East Asia and CIA director of public affairs
  • George Little, former chief spokesman, CIA and DoD
  • Phillip Mudd, former CIA analyst
  • John Nixon, former CIA analyst
  • Greg Vogel, former CIA deputy director for operations

We see that the USA is in an upcoming setting of polarisation and that is just within the republican side of government and its administration. There is a change coming and the outcome is hoped for (on both sides) but the outcry gives us that this is a round that Wall Street is likely to lose this battle and that changes the game. In addition, when we see the required application of intelligence data and who gets access to it sets a new border, the fact that others (like France and UK) need to realise that shared intelligence data is no longer safe, because the data shared within corporations while used to set a very different stage of what is regarded as needed for security. The corporate side is already countering the advantage that a national intelligence system has. We see this in part when we look at Business Wire (at https://www.businesswire.com/news/home/20180806005526/en/Global-Database-Valuable-Italian-Business-Intelligence-Data), where we see ‘Global Database Makes Valuable Italian Business Intelligence Data Available – Completely Free‘, before you dismiss this, also consider that “Any registered user can now access key information about 7,564.575 registered companies in Italy“, registration is free and that is merely one of close to a dozen places where this is happening. All connected, it is an optional setting of open source intelligence that is merely a foundation pillar. You merely have to add LinkedIn and Facebook to have a dataset that will allow you to extrapolate data that will make plenty of intelligence groups envious. You see, this is not about finding the criminal, or the terrorist. They are either known or not an issue. This is the setting of finding economic opportunities, the setting to see who is connected and interacting with the alumni of places like the Wharton School of the University of Pennsylvania. A group of people with connection and access to funds totaling well over 157 trillion Euro, so whilst we wonder on the fear of where is the terrorist (whilst the danger of getting run over in the street is 20 times more likely, we forgot that our futures, any future is set in the stage where there is economic viability and availability.

That is the part that we see to forget, or even worse actively avoid contemplating. In the time when we are led to believe that there is economic upturn everywhere, we seem to forget that as the river of economy changes, we will either be in a place of plenty, or we are set into the next stage of drought and it will be the one view we have until the end of our lives. It is about ability to live with a level of expected comfort which is likely no longer set to national boundaries, it will be set to the boundary of the corporation or business group that we work for and facilitate for, it will be as cold as that, and until we get past this greying generation, which is optional until 2035, that is how it will be for those in this era. The man behind the Global Database, namely Nicolae Buldumac has figured parts of that out, so that is why he and 30 others in London are doing this. When we look at the article (at https://medium.com/@buldumak/cookie-audience-vs-data-audience-which-is-better-44971ad12ee4), we also see ‘Cookie Audience Vs Data Audience: Which is Better?‘, he found a way to not create the best of both worlds, he found out how he can make both work for him and that is where he created more than economic opportunity. He has found the stage where he can optionally get the facilitators work for him and that seems to be exactly what he is doing. When he is done he will have a similar setting for France, Germany, the UK and Spain. So basically the 5 largest European economies are opportunities where he has the keys and data to.

So when we get to look at the US again, do you think that this will be about Elliott Broidy or people like him in an outdated setting? No, they are the garnishing of economic times that surpassed them and it is the data makers and facilitators like Nicolae Buldumac where the republican mindset of corporations will rely on next, they are the future and their path for enablement is what sets the stage for Europe. This is not clever technology (well in a way it is), it is about the quality of data and what it allows for and that is where we see that the moment that data hits a critical point, it will equal the value of Facebook or more. Some will argue that most of that is all in any Chamber of Commerce and they would be right, but those entities do not talk to each other, they are founded on borders of a national level or lower and in the entire euro setting they for the most never aligned, so someone did it for them and on their own dime, optionally replacing them, or better stated, reducing those previous players to mere data entry points. Governments had to realign their data dimensionality a decade ago, but everyone was so busy keeping their own pond clean that they forgot that the pond is only important to the land surrounding it, when that floods, the ponds become merely crevices of a lake, Lake Europa, that is where Nicolae Buldumac it taking them, so soon others (like Asia and America) they will look at the parts of Lake Europa and see where fishing is the best, those land borders no longer matter and that is the stage we find ourselves in. A changing setting of what sets the identity.

Am I the first?

Hell no! This was all done before. Forbes in 2013 gave us an article by George Bradt. The article called ‘How Army Intelligence Techniques Apply to Business Leads‘. Here we see “Marketing may have a bias to giving sales people a large number of leads, while sales people seek potential customers they can engage with. The answer is to move from big, unstructured data sets to “finding that guy” that really cares. This was Mishor’s ah-ha moment, realizing that army intelligence techniques could be applied to business“, yet it goes further, when you consider one, and the other, you should also realise that the parameters are bidirectional with the proper data flags. So when we see the two streams lead to the same insight. “On the one hand, Mishor is creating value with a systemic, scalable way to connect seemingly unconnected data to identify the most valuable target customers. On the other hand, Mishor built his business by connecting seemingly unconnected hopes and needs of his prospects” we see the solution at both ends, and in addition we see that we can define the need much more precise. From my point of view we can see a third direction. That part is not easily seen, so I will give an alternative example.

In factor analyses we go from many to one. We get the setting that the numbers equate to a factor, it is basic statistics. When we go into the other direction we see the foundation of a discriminant analyses. The third part is seen in that the data setting when something is proven in a factor analyses, it should almost always fail as a discriminant analyses and vice versa. I tend to use humour on that and state ‘It is sarcasm, when it backfires it is merely irony‘. The intelligence data was always on finding the person, yet in a stage of lacking resources, being able to safely remove a person as a threat is equally valuable. If you cannot find that one person, reducing the 5,000,000 stack to a mere 5,000 with 99% certainty is just as valuable, because the one final link could reduce that to 50 whilst not having to revisit the previous 4,995,000 considerations. As I see it in this day and age, not only is the stage of military intelligence and business intelligence not mutually exclusive, they are more and more overlapping. The overlapping field becomes an insightful pool of data where it will no longer be about the one person, it will be more and more about a setting where the value of Analysis of covariance will be important.

In the intelligence it could be seen that it is not merely about the terrorist and its connections. It will be about the moneyman and who else links, both optionally to the mastermind. In business intelligence that setting is not merely see as to where a person studied. It is more and more important on where the patents are and who has them as well as the people creating those patents. In this economy the economic value of a patent over overwhelmingly important. That part is seen when we get back to the 5G race, we saw that last march when we were confronted with “U.S. President Donald Trump has blocked microchip maker Broadcom Ltd’s (AVGO.O) $117 billion takeover of rival Qualcomm (QCOM.O) amid concerns that it would give China the upper hand in the next generation of mobile communications, or 5G“, in addition Forbes gives us within the article ‘Ericsson Vs Huawei: Who’s Winning The 5G Race?‘ Yet there we see two parts. The first is “However, two of particularly significant scale and market presence are Ericsson and Huawei. Will one conquer overall?“, as well as “Financial strength matters. Ericsson will have to turn the ship towards profitability and growth waters, in order to continue the required investment in product development”, which relies on “Ericsson recently announced what seems on the surface to be an impressive 5G patent application. Calling it an “end-to-end” submission, the filing combines the work of 130 Ericsson inventors and promises to include everything needed to build a complete 5G network“, the ability to set 600 million will give the optional 60 billion in return and it will in addition set the stage for European growth to a recently unprecedented (or was that non-presidential?) scale and America wants slices of that pie, if not the whole pie. The stage of corporate setting versus national setting in direct exposure of what is to come and the 5G battle theatre will be a big one, because the winners there will be the next kingmakers and everyone will want parts of it; that was never in doubt. The evidence is all over the place.

Forbes also gives us the new danger setting with the question ‘Does a global geographic footprint matter?‘ It is close to everything in this game, if only that the global footprint lets corporations walk all over government. Amazon, Apple, IBM and Microsoft have been doing that for the longest of times.

There is one part with Forbes that I do not agree with. They state “I would give Ericsson the edge here, considering its global presence includes North America“, I believe that Europe is the much larger powerhouse. You see, America is a mere 325 million, whilst the EU represents 512 million with direct access to India, China and Russia. All stages that America denied itself; if the setting of data (amounts and quality) determines their value; which players and where would they be able to grow this path the fastest and longer? The fact that Ericsson is not merely in the US, but they are showboating in Saudi Arabia is also a sign that they realise that stronger growth everywhere matters, the presented quote “Saudi telecom operator Mobily and Ericsson held a 5G demo at the Mall of Arabia in Jeddah, Saudi Arabia, showcasing the functionalities of the next-generation mobile technology. Ericsson supplied Mobily with a standalone 5G system, including a prototype 3.5GHz radio, baseband, and prototype UE device for the 5G demo, which showcased 5G throughput, targeting speeds of up to 1Gbps. The demo is part of Mobily’s plan to highlight expected 5G benefits consumers and industries across Saudi Arabia“, is merely one of many.

The question now becomes: ‘is exponential growth, growing too fast in all directions not a danger all on itself?’

 

Leave a comment

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

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

August 16, 2018 · 14:05

When inability drives fear

It is a dangerous place to be in. We all have been there and in most cases it is as innocent as it could ever be. You see, sometimes life throws you a curveball. Gamers tend to identify it most easily. In my particular case it was a game called Magic Carpet. It was a Bullfrog game and I was testing it on the PC. It played magnificently there, and soon thereafter I also tested it on the very first PlayStation. There, because of the controller it was good, but not great. Still, it was fun to play and I tended (in those early years) to really get into a game, so when the situation blew into my face, I got a little frustrated. The next two times were worse and the last time (on that day) I went slightly angry (with myself) and I kicked the door. The issue was not the door, it was my steel tipped boot and I went straight through the door, so, I was not merely ticked off, I had a hole in the door (which would require funds to repair) and the boss in Magic Carpet was still alive. We all have had these moments. Our car, our bike, the TV, things go wobbly on you and we sometimes react wrongly to this situation and in light of that get to reflect on our own ego’s a little.

These are the images going through me when I was confronted to new information when looking at the unrealistic response by America (and Australia) to Huawei. In the case of Australia it seemed the mere application of greed and fear as politicians cater to the greed of a large telecom company, which was not seemingly the case with America. Yet that tip was raised for me less than 24 hours ago. The article (at https://foreignpolicy.com/2018/08/15/botched-cia-communications-system-helped-blow-cover-chinese-agents-intelligence/), shows how the CIA got their own systems handed to them through ego and what I would regard as stupidity. The initial headline ‘The number of informants executed in the debacle is higher than initially thought‘ is rather unsettling. It gets to be worse with “The CIA had imported the system from its Middle East operations, where the online environment was considerably less hazardous, and apparently underestimated China’s ability to penetrate it. “The attitude was that we’ve got this, we’re untouchable,” said one of the officials who, like the others, declined to be named discussing sensitive information. The former official described the attitude of those in the agency who worked on China at the time as “invincible.” Other factors played a role as well, including China’s alleged recruitment of former CIA officer Jerry Chun Shing Lee around the same time.” This is the most dangerous of settings. The wrongful setting comes straight from Sun Tsu where we learn that all war is based on deception. China is not some place that is tinkering at the side of the road, the Art of War COMES FROM CHINA! It gets to be worse when you consider that that book was written long before Americans had adopted proper reading and writing skills, close to 1200 years before that, so that was their first error.

When we see: “But the penetration of the communication system seems to account for the speed and accuracy with which Chinese authorities moved against the CIA’s China-based assets. “You could tell the Chinese weren’t guessing. The Ministry of State Security [which handles both foreign intelligence and domestic security] were always pulling in the right people,” one of the officials said. “When things started going bad, they went bad fast.”“. The entire matter seems to be exponentially wrong. The big issue is not on how it was cracked, or even if it was cracked. My issue had been (for a much longer time now) that for too long, the deciding voices, all listening to some CTO, often with multiple sides lacking wisdom that the setting was not merely that there was ‘a security risk’, there was for the longer time a much larger security flaw. For much too long a time, we got the ‘slides of wisdom’ on how data in transit tends to be safe and data at rest tended to be in danger. Even when I started my CCNA, the amount of knowledge given in the Cisco books gave the rise to the consideration that data in transit is not merely as vulnerable, it was that a lot more could be done unnoticed (not merely by the Chinese mind you). It was some time before the Sony hack that I expected a setting where the routers themselves might be used against the owner, it went further when we consider Wired in 2013 (at https://www.wired.com/2013/09/nsa-router-hacking/). The headline is not merely ‘NSA laughs at pc’s, prefers hacking routers and switches‘. It is the setting where we see: ““No one updates their routers,” he says. “If you think people are bad about patching Windows and Linux (which they are) then they are … horrible about updating their networking gear because it is too critical, and usually they don’t have redundancy to be able to do it properly.” He also notes that routers don’t have security software that can help detect a breach“. This is where I was in 2011, when I started to comprehend the working of a router and router tables, I figured out that it is not the router they can see that is the problem; it is the one they cannot see. That idea came from a presentation by Thomas Akin, CISSP, Director, Southeast Cybercrime Institute who had a presentation for the Blackhat briefings. The 2002 presentation gave me the idea. You see apart from the lack of security, the +1 hop hack allows form something truly unique. Consider [.MIL Server], that server connects to <secure router 1> and things are set into motion. Now, we cannot direct all the traffic, yet materials from that location to let’s say ‘preferred consultant one‘ will go via certain paths, yet the first router after <secure router 1> tends to be merely one or two routers (depending on traffic) to that preferred consultant. It is easy to find a router that could optionally be a link to these routers and duplicate all packages that go to that specific next step. Not only is the task easily done, the path is not hindered, the router is not intervened with and a simple reset takes away whatever evidence existed in the first place. In addition, the additional part is that the compact flash in those routers is ‘The maximum storage capacity for the CF in Slot0 and Slot1 is 4GB‘, yet the only part here is that you only needed 32 MB, which is what most of us used then, but cards that small are no longer made, so most IT people just plug in what they have. You have well over 3GB of package storage, so all packages to that one location could be stored and redirected on the ‘off’ hours as not to leave any monitored spike. Until the CFlash card is ejected from the router and investigated no one will have a clue. That was 7 years ago and the systems are even more capable now, a 3GB glitch will not register on most systems, especially when those IT people do not block Spotify and/or YouTube. By the time they figured it out, the setting is already wiped, and this path can be adjusted on a daily bases so that most IT networkers never had a clue in the first place.

You think that I am alone in this, that I am this clever? No, I am not! There are plenty of IT Networkers running circles around me and that is now set into the stage of ‘we’re untouchable‘. The CIA was never that, they never needed to be touched, the opponent merely needed a clear line of sight to the router that is one skip from the secure router that they needed to get to. We see more in the Foreign Policy article with the quotes “Information about sources is so highly compartmentalized that Lee would not have known their identities. That fact and others reinforced the theory that China had managed to eavesdrop on the communications between agents and their CIA handlers” and “an encrypted digital program, allows for remote communication between an intelligence officer and a source, but it is also separated from the main communications system used with vetted sources, reducing the risk if an asset goes bad“. Now we merely add “But the CIA’s interim system contained a technical error: It connected back architecturally to the CIA’s main covert communications platform. When the compromise was suspected, the FBI and NSA both ran “penetration tests” to determine the security of the interim system. They found that cyber experts with access to the interim system could also access the broader covert communications system the agency was using to interact with its vetted sources, according to the former officials“. I believe it goes further than that. If we see the entire layer process and consider that in the end, certain systems merely replicate a process. Cisco (at https://www.cisco.com/c/en/us/support/docs/lan-switching/8021q/17056-741-4.html) gives us: “A device can determine which VLAN the traffic belongs to by its VLAN identifier. The VLAN identifier is a tag that is encapsulated with the data. ISL and 802.1Q are two types of encapsulation that are used to carry data from multiple VLANs over trunk links”, as well as “The DA field of the ISL packet is a 40-bit destination address. This address is a multicast address and is set at “0x01-00-0C-00-00” or “0x03-00-0c-00-00”. The first 40 bits of the DA field signal the receiver that the packet is in ISL format“, so as the destination was known, the people needing this could search very specifically. When we consider ‘It connected back architecturally to the CIA’s main covert communications platform‘, the connection back would enable those seeking to find the needed value of the DA field. That does not merely impede the CIA, it stands to reason that to some degree the NSA would be just as vulnerable.

The main course

In my case, I tend to go for the Bambi burger, ideally I watch Bambi whilst having that lovely slice of venison. You see when we get to “As part of China’s Great Firewall, internet traffic there is watched closely, and unusual patterns are flagged. Even in 2010, online anonymity of any kind was proving increasingly difficult. Once Chinese intelligence obtained access to the interim communications system,­ penetrating the main system would have been relatively straightforward, according to the former intelligence officials. The window between the two systems may have only been open for a few months before the gap was closed, but the Chinese broke in during this period of vulnerability“, I believe the setting is worse than that. These players still require their consultants. It does not matter whether you call them construction workers, members of Blackwater, Xe Services, or Academi. It is those places as well as Booz Allan Hamilton and other providers that still require to be informed, and that is where the interception could start. The setting is not ‘the Chinese broke in during this period of vulnerability‘, it is the long term flags that they were able to test at this point and that is the fear we see with their setting of Huawei and partners. Not that Huawei is the danger, but the fact that Chinese intelligence is just as able to get into nearly all systems, it merely can get into Chinese systems faster (for now). This is where it gets a little more complicated, because it is not about the now, it is about tomorrow and the tomorrows that are coming. The only ones who have a chance of getting things done are players like the Constellis Group and Palantir when they unite abilities. It is going to be about data and about the ability to forecast how traffic goes. Thomas Akin was teaching this wisdom 16 years ago. We see this when we are made to realise

  • Live system data is the most valuable.
  • Immediate shutdown destroys all of this data.
  • Investigators must recover live data for analysis.

And the loss is merely a reset away, in most cases if there is an automatic reset; the only data available is the last transgression at best. With the coming of 5G live real-time capturing data streams is what is more likely to set the stage of finding out what happened, in this the entire setting of ‘China’s Great Firewall‘, we are already looking at outdated Chinese technology and I do believe that those behind the article, as well as some DARPA people are aware of that. America and Europe are behind in ways that we cannot even perceive, because the players that need to move forward are doing so iteratively, that whilst the time of reengineering is now merely 10% of what the development time was. We see this with “Call this the IBM problem, which faced an existential threat as soon as Asian groups started churning out cheap PCs in the 1990s. But here IBM also provides a few tips to the future, with its pivot to software and solutions. By the time of IBM’s iconic “solutions for a small planet” ad campaign in 1996, the company was trumpeting voice recognition and ecommerce — producing the sort of digital enterprise backbone that ended up helping develop the internet economy” (source: Australian Financial Review). In the first instance the Asian market required 10-15 years to catch up, the second time around it took 2-3 years and now with Google and Apple working globally, it takes months. IBM (others too) took iterative steps to maximise the economic footprint, instead of truly leaping forward whenever possible, they lost the advantage and are now trailing the markets. Huawei is one clear example where the American market was surpassed. Samsung showed its supremacy by having 5G home routers ahead of everyone else and the advantage in Asia is only growing. It is seen with “Alternatively, authorities might have identified the system through a pattern analysis of suspicious online activities. China was so determined to crack the system that it had set up a special task force composed of members of the Ministry of State Security and the Chinese military’s signals directorate (roughly equivalent to the NSA), one former official said“. I do not read this part in the same way. I believe that with ‘set up a special task force composed of members of the Ministry of State Security‘, was not about cracking. I personally believe that the Cisco books were so illuminating that they decided to change the setting in their own game. I believe that the Chinese now have a more advanced system. They have done what players like Cisco should have done before 2014 and they did not. I believe that when we see a partnership between Constellis and Palantir, their findings will bear that out with in addition an optional link that shows part of the accusation that China let Russia in on certain findings (and the Russian evolution of certain networking devices). This and the next part is largely speculative, but it is supported to some extent. We see this in: “Once one person was identified as a CIA asset, Chinese intelligence could then track the agent’s meetings with handlers and unravel the entire network. (Some CIA assets whose identities became known to the Ministry of State Security were not active users of the communications system, the sources said.)“. I believe that he part given in ‘not active users of the communications system‘ gives us the third part. I believe that the system was not merely invaded. There is every chance that certain systems when activated also leave tags behind and that is where the intrusion would have paid off. You see, in the Cisco setting (as an example), the data frame has an optional 60 bytes of extension headers, yet is that always empty? More important, when were these data packages truly thoroughly checked? In this speculative setting I take you to the movie Die Hard 2. In that movie we see on how someone decided to get clever and uses the outer marker beacon to warn the planes that were in danger. The beacon can be used in other ways than merely give a beep. I believe that Cisco data packages have other optional parts than can be ‘reused’ to do something different, like the optional headers. They are to most merely empty pre-set ‘spaces’, but they could have more. That is the setting that America faces and the fact that they could get overwhelmed by Chinese intelligence because they did not rely on iterative parts. Huawei had been leaping forward, for example now offering a 128GB Android 8.1 phone (the Huawei nova 3i 128GB Handset), for 50% less than its competitors. A system that is just as advanced as anything Apple and Samsung offer; at merely half the price whilst Chinese Intelligence has been digging into that device for months, unlike the NSA that needs to queue up with all the other users to get to look at the Pixel 3 and the iPhone 8 on launch day. That is the setting we seem to be seeing and America is indeed and rightfully worried, not because Huawei has backdoors (which I never really believed) but because the players here had been held backwards through iterative technology. Apple is actually staged by Forbes that way with the quote ‘a minor point update for the iOS 11.1 iteration‘, even Forbes speaks about iterative changes. That is the setting that they are up against and they have been surpassed for years and with Huawei leading the 5G stage on a global setting the US authorities are merely getting more and more afraid that not only are they no longer the leading players, they are now sidelined by not being able to keep up with what will be presented ‘tomorrow’.

That part can be supported through the CIA with analyses reports (at https://www.cia.gov/library/center-for-the-study-of-intelligence/csi-publications/csi-studies/studies/vol49no3/html_files/Collection_Analysis_Iraq_5.htm), in here we see that Richard Kerr, Thomas Wolfe, Rebecca Donegan, and Aris Pappas give us (in a different context): “The analysis on this issue by the Intelligence Community clearly was wide of the mark. That analysis relied heavily on old information acquired largely before late 1998 and was strongly influenced by untested, long-held assumptions. Moreover, the analytic judgments rested almost solely on technical analysis, which has a natural tendency to put bits and pieces together as evidence of coherent programs and to equate programs to capabilities. As a result the analysis, although understandable and explainable, arrived at conclusions that were seriously flawed, misleading, and even wrong“. It is important to realise that this was on the WMD setting, so in a different context and on a different setting. Yet the information systems were all designed to upholster that flaw to an ‘evolved’ placement, the systems in their entirety are nowhere near ready, now even for the previous setting. The movement from a lot of staff to more fruitful consultant settings is now paying off in a negative way for the CIA (and the NSA too). This is where it gets interesting. You see, the previous setting that I gave should partially have been dealt with through the flashlight program that DARPA has. Raytheon BBN is working on that with Professor Richard Guidorizzi from George Mason University Fairfax. I think that the system is not entirely ready here, not if the packages can be duplicated via the router and as long as the original is not touched, that system will not get the alert lights ringing.

To get you on board on how far all the NATO partners are behind, let me give you two settings. The first is a DARPA Project called ‘Probabilistic Programming for Advancing Machine Learning (PPAML)‘, the man in charge is Dr. Suresh Jagannathan, yet the bigger brain might be MIT graduate Dr. Jennifer Roberts. The given setting is “Probabilistic programming is a new programming paradigm for managing uncertain information. Using probabilistic programming languages, PPAML seeks to greatly increase the number of people who can successfully build machine learning applications and make machine learning experts radically more effective“, whilst we also see the goods in the DARPA article by Dr Roberts with “If successful, PPAML could help revolutionize machine learning capabilities in fields from Intelligence, Surveillance and Reconnaissance (ISR) and Natural Language Processing (NLP) to predictive analytics and cybersecurity“, this is certainly leaping forward, but it is still based on a system. I believe that the Chinese decided to turn the funnel upside down. To illustrate this I need to get you to an app called Inke. The article (at https://thenextweb.com/contributors/2018/02/09/hidden-world-chinese-livestreaming-app-inke/), gives us ‘The hidden world of Chinese livestreaming app Inke‘, this is not a few people; this is a craze that has already infected millions upon millions. So with “he was actually doing a livestream, an extremely popular hobby for young people in China. China is way ahead of the rest of the world when it comes to embracing livestreams.” you are missing out and missing out by a lot. These streams are real-time and often geo-tagged. I believe that the Chinese have changed the setting, they are optionally collecting Terabytes of daily data and they are converting that to actionable intelligence. Facial recognitions in phones, geo-tagged and all uploaded and streamed, all converted on the spot, like the SETI screensaver, millions of affordable mobiles (this is where the Huawei nova 3i 128GB Handset and all other new handsets come in), parsing all that data into uploaded files and Chinese intelligence gets global information close to real time, whilst their learning machines are about efficiencies of collected data, it is not about the better application by making them more effective, it is about the massive amounts of data offered to get the systems to upgrade the efficiency of parsing data, because parsing data is where the bottleneck will be in 5G and they already have a larger advantage.

In the meantime, on any given day thousands of Inke users are filming life around them in malls and famous places looking awesome doing it. Yet, if you look at the CCTV settings, how many users would have passed 935 Pennsylvania Avenue, Washington DC, or at London SE1 9EL, UK walking towards London Bridge? How many people were merely assuming that they were tourists face timing with mom and dad? Are you getting that picture now? and also realise that Inke is merely one of more than 300 live streaming companies, all capturing that data all those tags that a smartphone allows it to capture and at the top of all this, Facebook and YouTube are eagerly pushing people to gain following by doing just that. So how long until the user realises that uploading the same stream to 2-3 providers gets them to gain a lot more following and optionally cash? Yes, the intelligence community is that far behind at present. So when we are worrying on “The system was not designed to withstand the scrutiny of a place like China, where the CIA faced a highly sophisticated intelligence service and a completely different online environment“, we need to consider that China is already ahead of the game and the CIA systems might be merely an option to scrutinise their own data, because that remains the Chinese bottleneck, the data will require verification and that is the one field where their opposition could gain the advantage if they set their minds to a different algorithm, one on reliability, not on likelihood. It is a setting where all the players involved have a second tier of consideration. They embrace a ‘not now, but soon‘ thought, when ‘I needed this yesterday‘ is the proper setting as I personally see it, because data without proper vetting is merely used space on any given storage device.

That final part can be considered when we look at the linked article that NBC had from last January. There we see: “When agents searched Lee’s hotel rooms in 2012, they found notebooks with the names of covert CIA sources, according to court documents. But not all of the agent arrests and deaths could be linked to information possessed by Lee, who left the CIA in 2007“, an issue I mentioned in an earlier blog. We get there when we consider his actions and ‘found notebooks with the names of covert CIA sources‘, do you think that anyone, especially in this setting would be that stupid? It’s like keeping the condom as a trophy after having intercourse, its useless and stupid. I believe that either it is not the ‘covcom’ system, or not merely the ‘covcom’ system. I believe that (if it is all correct) that Chinese intelligence got in further and deeper into acquiring the data required and the notebook is the proverbial red herring in all this, especially as Jerry Chun Shing Lee left the CIA in 2007. You do not hold on to that level of information 11 years after you might have had some level of valid reasons to have it in the first place. That is the part many overlooked, or looked away from.

In the end, I do believe that it is not merely the inability that drove the anti-Huawei waves, it is the fact that those decision makers have no idea where to navigate towards next is what drives their fears almost exponentially.

 

Leave a comment

Filed under IT, Military, Politics, Science

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

August 6, 2018 · 13:01

Merely a starting point

There is an interesting article at the Guardian, which we were treated to mere 6 hours ago. The article ‘Virgin awarded almost £2bn of NHS contracts in the past five years‘ seems to be rubbing people the wrong way. We see (at https://www.theguardian.com/society/2018/aug/05/virgin-awarded-almost-2bn-of-nhs-contracts-in-the-past-five-years), the setting where in “one year alone, the company’s health arm, Virgin Care, won deals potentially worth £1bn to provide services around England, making it the biggest winner among private companies bidding for NHS work over the period“. In the end, the NHS either privatises to a much larger extent, or the service stops. It is basically that simple and it is only the beginning. Even when we give the right amount of empathy to Sara Gorton, the head of health at the trade union Unison, as she states: “The company has been so keen to get a foothold in healthcare, it’s even been prepared to go to court to win contracts, moves that have cost the NHS dearly. While the NHS remains dangerously short of funds, taxpayers’ money shouldn’t be wasted on these dangerous experiments in privatisation“, is that really the case? The fact that Virgin got the contract was mainly because it could be done cheaper. I warned for certain settings as early as 2014, that certain steps cannot continue that way, changes are essential. In addition, as late as January 2017, I mentioned (at https://lawlordtobe.com/2017/01/15/the-views-we-question/), in the article ‘The views we question‘, issues like: “the document, released in December, aims to address the need to bridge the local NHS funding gap of £267 million which will exist by 2020 if services stay the same in the region” gives rise to even more worry. Not only is the NHS a quarter of a billion short in roughly 1080 days in Coventry and Warwickshire, to survive they have to move? How will that aid the people in Coventry and Warwickshire? Will they end up with any health care at all, or will the local Romani Gypsies with oils and herbals need to be relied on? You think that I am exaggerating? If so, please feel free to inform me on how those two places Coventry and Warwickshire, with 340,000 and 550,000 people end up coming up short by £267,000,000 in three years? Well if advice comes at £343,000 on private consultants, that shortage might be reached rather quickly, but that is not the story is it? The story is how funding has failed and how much more it will fail over the next three years. So, as such, is my view as I personally see it of an essential judicial public inquiry that far-fetched?“, it refers to an article in the Coventry Telegraph, so with the question on how we can save money, which was billed at £343,000 , starting with common sense might have been a first solution. In addition (at https://lawlordtobe.com/2016/02/17/behind-the-smiling-numbers/), in ‘Behind the scenes‘, we get a few truths that really hurt and that was February 2016. The Guardian then gave us: ‘Income tax must rise 3p to stop NHS ‘staggering from year to year’‘, so, how much more taxation was captured for the NHS? Remember that was 2 years ago. In addition, I had issues (to some extent) on the path that Lord Kerslake took with his papers. And all these papers and consultancies (none of them free), the proper setting for mental health care was not properly set in the dimensions of cost and forecast, now add to that the setting of taxation delays and we see that the NHS is collapsing on itself, a collapse that is increasing in speed and that is merely the last two years. So in all this, someone at Virgin woke up and called Uncle Richard and asked if he was interested in making a few billion more. The setting was always falling in this direction, and most of it was not due to the tenacity of Richard Branson, but due to the political inaction and to an even larger extent the political follies seen (NHS-IT being the main one). Consider that it took me 8 hours to figure out a technological solution that could change the entire infrastructure of data, merely because I was willing to look at the larger picture and rearrange a few settings, the solution was printed in the History of Scotland, it was THAT simple. Yet none of those IT experts had a clue, or they did but the political engine would not consider adherence to change making it a bigger folly.

Now we see: “Precise details of all the contracts are difficult to establish because neither the Department of Health and Social Care or NHS England keep a centralised record. Virgin’s when it announced plans for six branded clinics offering a range of services. However, it was only in 2010 when it bought a stake in an existing provider, Assura, that it began to show greater ambition in the market“, which shows both the data folly as well of a massive lack of transparency on the health care part (optionally parts of the NHS as well), that shortcoming is the first setting into cost cutting and it is also a direct link to where services could be bettered. The second part was seen in January 2017 with ‘Dr Sarah Wollaston, chair of the Commons health select committee, criticised the government for blaming GPs for the crisis” as well as “She said in a tweet: “Pretty dismal stuff for govt to scapegoat GPs for very serious NHS pressures. Failure to understand the complexity or own responsibility.‘, the central setting was ‘Failure to understand the complexity‘, a part that was shown to a larger extent going back to 2016, even in 2015 and 2014, there were clear signs of non-comprehension in all this and the IT folly, which the Labour government was able to grow to £11.2 billion merely added to the pressures, whilst in addition to all that is also minimised options left for the NHS. all that squandering came at a price and it seems to me that both Sara Gorton and Paul Evans seem to steer in their lanes, but are equally ignoring the setting that the opportunity for Virgin grew due to a lack of flexibility in the organisations (slightly speculative) and the political branch merely added fuel to the squandering fires. Then finally the Lord Kerslake paper, which I opposed to some extent with the equations that they had in regards to the 20 OECD countries. Here I mentioned ‘Perhaps his Lordship could give a slightly more detailed explanation for the remark “Health spending needs to rise at least in line with GDP. Arguably, we may need to go faster if we want to match European funding“. Considering that the Netherlands and Belgium are next to one another and their budgets per person are apart by a mere 49.404%‘, I believe that it is not merely the stretch of the ‘holier than thou‘ GDP, I believe that there are additional elements making the comparison for the UK not merely dangerous, I believe them partially to be unusable (well a bit more than just partially). In all these settings there has been delay on delay and in the end Virgin had to step in. The funny part is that this also opens up data and reporting centres where Virgin has a much larger trove to work with. It would end up that a new VirginAnalytics could be what Dunnhummby was for Tesco, although with a data growth close to 500% of what Tesco allowed for, there is a decent setting where Virgin creates new levels of data cohesion giving the NHS an actual first time where there is a better level of reporting transparency as well as a better quality of Dashboard presentations, which will grow Virgin even more and also allows Virgin to skim the cream of the NHS sections that will be more profitable in the mid-term range of investments, opportunities grown from political complacency as well as political indecision.

So whilst people are going emotional with slogans like: ‘Not His to Seize‘, they all forget that the NHS and its political branch did this to themselves, Uncle Richard merely picked up the pieces and made it all work. This is getting even more traction when we consider the Lancashire Post where we saw almost a month ago “Opposition politicians have demanded an urgent inquiry into the way the authority awarded a £105m child health contract to Virgin Care, only for the decision to be blocked in the High Court. County Hall is continuing to consider its options after the ruling two weeks ago, one of which could be to re-run a part of the procurement process which the judge ruled fell short of the standards required”

The article (at https://www.lep.co.uk/news/inquiry-call-over-lancashire-county-council-105m-virgin-care-health-contract-1-9241205) gives rise to questions not only on the awarding of contracts, but on the entire setting on investigating the amount and not to mention the fact that the contract was awarded whilst there were two NHS trusts on it, it shows that it not merely transparency. With ““We are in a real mess and the Government needs to intervene,” said Labour leader Coun Azhar Ali“, it implies that the NHS (as well as the local government) is to some degree riddled with incompetence. I cannot come to any other conclusion. The setting we see with “Coun Fillis added: “The Conservatives in Lancashire have been stopped once again from privatising public services, in this case our children’s health services“, is on Labour, not the Conservatives. The governing party decided to push for public health privatisation, and opposing it might be valid, but that legal invoice is still due, so crying over it with ‘tide of mounting legal costs, which the people of Lancashire will have to pay for‘, especially when you consider that “in view of the ridiculous comments from LCC’s Labour group, it should be borne in mind that the decision to seek tender for the provision of health services for Lancashire’s children and young people was actually taken by cabinet in February 2017, and both Couns Ali and Fillis were members of that cabinet“, so basically it was a decision that has suddenly hijacked by a minority and they are crying for the setting of cost? Go cry me a river, please!

It is in that setting, where politicians (especially labour) was lax with spending, squandered billions upon billions and they thought the Virgin train would pass them by. Now as this is not the case, not only do we see larger changes, there is the valid concern that mere niches are saved and a much larger setting still goes into the drink. If there is one setting that might change it is by taxing every person an additional £1 per payslip to save the NHS. It seems like a little, but with currently 32.2 million people working, that could add up to £65 million per fortnight. It might not be a lot, but it is a start and with that start you can begin to create momentum for the NHS that is by the way separate from all other funding due to the NHS. The question will people accept it? I reckon that when the NHS actually starts getting healthier, they will live with the loss of £1 each person, each payslip. It might have been pennies, initially, but that was 2 years ago, now we either act or lose a lot more and this is with VirginCare in place. Without it, and with the lack of restructuring the losses will be close to monumental, the simple impact of inaction, we can argue that the Conservative government is taking the easy way out, but is there any alternative? You merely need to look at what we can call a hijack by both Couns Ali and Fillis to realise that there are two in a setting that is much larger and those loses and those legal ramifications as well as the actions that followed is more than a sign of the times, it is a sign of high cost and zero impact desperation, that whilst actual working actions to get the NHS in a better place was ignored to one side and mismanaged on the other side by Labour in the 1997–2007 frame.

At present for Virgin, VirginCare is merely a starting point that can go a much larger route within the next 4 years, in the end, without an NHS, what will people do? I wonder how many remain in denial of that setting, yet it has been a more and more realistic setting. The simple setting is that almost two trillion in debt means that annually at present £68 billion is required for interest alone. Even as Net borrowing is down to almost 28% of what is was in 2010, the setting is that there is a massive debt and it is impacting everything (and the NHS not in the smallest setting). Only be diminishing that part can the UK move forward, which is a lot better than the EU is seeing at present, their debt will make them slaves to the banks for decades. You see, linked to all this is not merely what the government has, but the fact that “The 28 member states of the European Union (EU) have a total debt burden of €12.5 trillion, which could be even bigger, according to the latest figures from the EU statistics office, Eurostat“, in light of the UK being one of the big four, it implies that the rest of the EU will have to deal with the €10.7 trillion debt. How quick do you think they will be able to deal with that? That is why Brexit mattered, in light of the NHS being cut to a bare minimum, it is more and more a setting that Europe could more likely than not end up with not having any healthcare at all, so where would you prefer to be? In light of all that, Virgin might end up with a large gain, but at least there will be some healthcare, a part that too many are ignoring. Would it have been better to keep it all in the NHS? No doubt, but if you want to eat at the Ritz, you better have a fat wallet and the governments from 1997 onwards have all been part of blunders that ended the UK at minus 2 trillion, did you think that was going to go away because the news did not make mention of it? Consider Forbes who gave us not only that French and Italian health care is really good under normal conditions, in Italy (regarding the article), “I have never heard of a child waiting for surgery on his arm.  He would have been placed on the operating room list and he would have been fixed as soon as feasible. There are plenty of more serious surgeries, like cancer cases or even cardiac care, that are put on hold for months in these types of healthcare systems“, the article (at https://www.forbes.com/sites/benjamindavies/2018/08/05/a-broken-arm-in-italy-waiting-for-surgery/#20de8a1f29b6) shows the setting in Italy, in addition, in France we have a similar setting and all over Europe there are similar pressures.

Getting back to the corporation in question, is VirginCare a force for good, or the opposite? I believe that it can be a force for good, but we need to realise that the people can only be treated when we consider that flexibility is required. The lack of resources that is already in play is one part, the political games that we see, whilst relying on the emotion of others is the second part and when the people realise that they have been had by the likes of ‘both Couns Ali and Fillis‘, and many others like them, when it comes out on the waste of resources that they enabled for, will these angry people picket at the front doors of these politicians, or is that not sexy enough?

So when we see the Virgin setting with: “We welcomed inspectors back on 4 July and they were very positive at the further progress we’d made since January in implementing our improvement plan, and gave us positive feedback about the improvements to the practice. We are awaiting the publication of an updated report in the coming months which will reflect this most recent visit“, we see that there is positive change, that there is progress. It will take time, because those expecting this change to be overnight, they are truly looney tunes. If you wanted immediate change, you should have gone after certain politicians as early as 2013, so don’t cry now, not when the choice is now limited between a crewcut and decapitation. The NHS setting is close to that extreme, and has been for some time.

 

Leave a comment

Filed under Finance, IT, Law, Media, Politics

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

July 18, 2018 · 13:46

They did what?

Newsweek is bringing out the news, news that had me rattled. The story (at https://www.newsweek.com/saudi-arabia-bans-47-popular-video-games-general-commission-audio-visual-1028013) gives us ‘Saudi Arabia bans 47 popular video games including ‘Assassins Creed,’ ‘Deadpool’ And ‘Final Fantasy’‘. For a moment I could not fathom why video games would be banned. Now, even as Deadpool is unlikely to be my choice of game ever. It does have a ‘tongue-in-cheek’ approach to gaming, which gives it a positive flair. Yet overall, even as I loved the movies, I never read the comic books, so there is a gap there and I reckon that the comic book fans are most likely the ones who would want the game.

So, I was intrigued to learn what the reasons were. The article merely gives me “The kingdom’s General Commission for Audio-Visual Media said Monday that 47 games will be banned for violating rules and regulations“, pretty much all the media gives the same setting some of them give other titles, even though as far as I could tell, none gave the full list. All of them set the stage that the game ‘Blue Whale Challenge‘ is the starting point for the decision involved. Now, I do get the fact that censorship remains strong in Saudi Arabia, the fact that this is the first year that the cinemas are open, the movies are still all to be screened before allowed in the cinema.

The National (at https://www.thenational.ae/world/gcc/after-suicide-in-saudi-arabia-parents-urged-to-do-more-to-curb-gaming-effects-1.746328) had another side in all this. Here we see one of the Saudi fathers in question giving us: “A Saudi father has blamed the suicide of his 12-year-old son on an online game that he said “broke the spirit” of his child. But therapists and gaming experts say the onus is on parents to step in“, I feel sorry for the loss of that father and the other parents. Yet in this part, even as a gamer and gaming expert for decades, I do not agree with the response. Yes, parents need to step in at time, yet the setting given against that father is unrealistic. You see, for a large portion of the world, gaming is life. Let me explain that, so that you do not get the wrong idea. Our lives are bettered through social interaction, at times we also need our own space to unwind, to relax and let the brain work things out. Gaming allows for all that. The multiplayer games allow friends and schoolmates to compete and sometimes cooperate in games like Fortnite and online RPG’s. By ourselves we can escape our place for a little while and seek comfort elsewhere. I myself can lose myself for hours in Minecraft by myself and feel really awesome after an hour or so, games have that ability. The nice part of Minecraft is that you can play it at times without even thinking, a version of virtual Lego that allows you to create, explore as well as destroy spiders and skeletons. Now with the ocean world addition the game just become more than twice the size it already was. It is great to game at times. All these games are positive reinforcements, no matter what the game is. You might be scared of every corner in Bloodborne; you might see the cliffs and not know the next move like a Tomb Raider should, or sneak through the corridors removing the henchmen of the Arkham Knight. None of them are negative against you and for the most they are positive parts. Even in Assassins Creed where you are correcting great injustice through killing mind you. You are one against an army! It is a challenge and at times even more. The cultural references and the additional scenes in Assassins Creed Origin were overwhelming, making it a learning experience as well.

In the darkness there are monsters

Yes, there are monsters too; in this case it is one person. It is Philipp Budeikin. The information on him is sketchy to an extent. He is a former psychology student who was expelled from his university for reasons I have not found yet. According to his own claims he invented the game in 2013. In more than one source we (BBC was one of them) he gives it to the press that his intention was to cleanse society by pushing persons to suicide whom he deemed as having no value, they were he referred to as “biological waste”. This is new; this is the first time where someone with psychological skills was out to make children destroy their own life. The game known as the ‘Blue Whale Challenge‘, the game allegedly instructs challengers to participate in a series of strange and disturbing challenges. These can include live streaming self-harm and staying up late to watch horror movies (source: The New Arab). The challenges are stated to grow increasingly extreme, until they are reportedly instructed to kill themselves as part of the 50th and final challenge. Apart from any person doing that, or being willing to do that. The fact that someone is willing to go this path (I refer to the game maker) is just weird and insane. In addition, the fact that this person was intentionally and knowingly targeting vulnerable people and the fact he is merely facing 3 years in jail is equally an issue. I will be the first one to sign any petition to ban this game for life on a global scale. This is not about the freedom of expression; this is not about freedom of speech. This is about protecting children! I have seen weird games in my lifetime. The most offensive game I saw was on the Commodore-64 in the late 80’s. It was a game called ‘Paki bang’, an offensive game where you have to shoot Pakistani’s. You got 1 point for every Pakistani you shot and -1000 for every Caucasian. It was offensive and I walked away within a minute, a game with absolutely no redeeming values, little did I know how bad could turn to worse. In my life, the setting where children are intentionally targeted by someone with psychological skills is just too unnatural; the setting clearly makes Philipp Budeikin “biological waste”, as he states the value himself. I do like and agree with the response that we see in The National. With “Omar Sharif, owner of Geeky Lizard, a gaming community and store in Dubai states: “But it’s the job of parents to make sure that kids are engaging in healthy online habits”“, I believe that to be a truth, online has many positive sides, but it has negative sides too. Parents need to be aware what their children are up to, it might not make sense at times to parents, but there is a difference between kids shouting at their friends in competition and collaboration in a game, against the setting that they are given a challenge to physically and emotionally harming themselves. We can argue that children do not always realise this, but the setting of protecting ourselves form harm is coded in our DNA, we tend to not act in self harm, the fact that ‘Blue Whale Challenge‘ is stripping away these defences is an issue and the ‘defence’ given by some with “But therapists and gaming experts say the onus is on parents to step in” is not one that I can agree with. The fact that this ‘Blue Whale Challenge‘ is not hunted down on every server by government and hackers alike is much larger issue. This setting is so unnatural that parents would not have been ready. We all should have stepped up and made sure that any server having this software got hacked and all its data removed any way possible.

In the end, the Saudi government will need to make another ruling here, it might not be immediate, but in the long run it is perhaps essential to consider the reason for any games banned other than ‘Blue Whale Challenge‘. In the end, we need to realise that Saudi Arabia has strict rules on what is allowed and the event that caused the death of two children was the one step that caused a clamp down on certain matters. Saudi Arabia has a sovereign right here. Gamers might not like it, but it is a reality. Even as we might not agree with the verdict on nearly all but one game getting the “Saudi Arabia today banned dozens of video games that it says lead children to harm themselves” label of non-approval.

Time will tell on how things evolve, in the end, we need to realise that it is a list of 47, whilst most consoles have hundreds of titles that were not banned, let’s make sure that we do not forget that part of the equation either.

In other gaming news

The predictions I have given in the past regarding Butterfingers Microsoft versus Eagerly Innovating Nintendo is taking a stronger turn, unofficial numbers (and not from a reliable source I must add) have implied the setting that Nintendo has now approached the 2/3rd marker. It is about to pass (or has just passed) the line where since the release of the Nintendo Switch (March 2017) now equaled two thirds of all the Microsoft Xbox One sold in its life cycle (since November 2013). In less than 18 months it has reached the speculated 2/3rd marker (It is hard to be precise as Microsoft is no longer releasing total consoles sold). It might be because the ‘most powerful console in the world‘ is getting surpassed by the weakest one, but that would be speculation on my side. I see it as the price for being short sighted and narrow minded, not to mention the inability to listen to their customers. 3 elements that became the alleged cause on a lessened revenue path for ‘the most powerful console in the world’.

That moment is still important, it is the clear message that it is all about playing the game and Microsoft has not been doing that. Even as Forbes gave us merely 4 days ago “Microsoft continues to surprise us with strong support for backwards compatibility and an equally remarkable offering with its subscription Xbox Games Pass as it quickly becomes the Netflix of video games” (at https://www.forbes.com/sites/erikkain/2018/07/14/xbox-one-vs-ps4-vs-nintendo-switch-the-state-of-the-console-wars-in-2018/#21fbe2571a8e), yet it is interesting that Forbes seems to be so protective of Microsoft, ignoring that the ‘the Netflix of video games‘ does so with a massively inferior storage system. It talks hard against Sony (validly I might add), and acknowledges the ‘Nintendo has had a remarkable resurgence‘ with the added ‘but investors are still spooked about the system‘, is that not interesting on how soft Forbes is on Microsoft? so as we get ‘will investors ever give Nintendo a break?‘, which might be a valid statement, yet it is not properly set in the dimension against the Microsoft failures (four times over), as well as ‘and will Sony stop being such sore winners?‘, which is a fair call, yet the question is how many are truly hurt by no cross playing? In the past it was never an option and we all wanted it, Sony might not be ready on a few levels, but the Sony remark is still valid, correct and acceptable, so why be so soft on Microsoft, because they are getting a beating from Nintendo? I do not recall such sentimental considerations when Microsoft Word took WordPerfect to an abattoir and gutted it completely. It was not about consideration then, so why is it now?

I am still uncertain whether Nintendo Switch will surpass Microsoft before New Year’s evening this year. The delay of 2-3 big titles are largely the cause of that, yet in light of the amount of games released, there is good cause for joy around Christmas time for Nintendo. At that point it does not really matter whether the Xbox One life cycle sales gets surpassed no sooner than Q1 2019. What matters is that gamers get to play games, perhaps it will wake up the board of directors of Microsoft to rethink their choices on all the times that they fumbled the ball, because one fumble was enough to end a console in the past (with the exception of the Sega Dreamcast, they lost because Sony was willing to be the marketeer with deadly intent). Or perhaps the fact that Microsoft advertises in Forbes? I might be speculating on the three steps on a certain Wi-Fi enabled print ad, but that does not take away the setting that we see the valid existence of ‘its subscription Xbox Games Pass‘. For me that setting comes across as someone telling a leprechaun to go screw an elephant, to which the leprechaun responds: ‘with what?‘

Having a small drive tends to be not so memorable. #PunIntended

 

Leave a comment

Filed under Gaming, Law, Media, Politics

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

July 13, 2018 · 12:08

Iterative diversity never goes anywhere

Facebook has been on the minds of many people, so merely on how to procrastinate (a student thing), some on the value of the company and some are investigating on how data issues were reported. CNet reported merely a few hours ago ‘SEC asking if Facebook properly warned investors of data issue‘ (at https://www.cnet.com/news/sec-investigating-if-facebook-gave-investors-enough-warning-about-data-issue-wsj-says/), the origin is the Wall Street Journal. My issue is at the top when we consider the quote “The agency is looking into how much Facebook knew about Cambridge Analytica’s misuse of data, says a report in The Wall Street Journal“, do you think that any evidence is still there to be found? Even if the brightest minds unite to finding anything, by the time all the proper access is granted, the decisionmakers will be facing a new government resetting priorities.

Now, I get it. That is the job of the SEC. With “The SEC has requested information from Facebook to learn how much the social-networking company knew about Cambridge Analytica’s data use, according to the Journal. In addition, the SEC reportedly wants to learn how Facebook analyzed its risk as developers shared data with others against Facebook’s policies“, we see that the SEC is merely doing its job and even if we believe the meida and some of the revelations that passed our screens, the SEC has a clear directive, merely set in factual evidence. Yet the can of goods is seen with “The SEC is also looking into whether the company should’ve told shareholders about Cambridge Analytica’s policy violation when Facebook found out about it, in 2015“, it is not the game, but it is a setting of the stage. In my view there is doubt that this was properly done. The issue is not whether it happened, it is the setting that we must speculate on what would have happened next, and that whilst there is no evidence that something was done. Not the acts of Cambridge Analytica their part is a foregone conclusion. The issue is as long as there is no evidence showing that the data was sold on to other parties. The value of the company would not have been impacted, which would have negatively impacted shareholders. That is the game the SEC is set with that is their duty and they are doing that just fine.

The question becomes on what stage is speculation of something that might have happened set in actionable consideration two years after the fact, that is the setting and that will be a dry bone as far as I can tell. Still the SEC has a duty to perform and they are doing that. Even as Endgadget goes with “the agency might disagree with Facebook’s perspective and find the company at fault for not properly informing shareholders“, the setting is not a given. You see, the impact of value was after the revelation and after the shareholders were spooked by the fear mongering media. As long as there is no evidence that a third party has all the raw data, the value impact is close to nil. The only impact that the SEC should be allowed to consider is the negative impact of value, if proven that data left control of Facebook and only when that evidence is proven to have impacted Facebook before Jan 2018, only at that point is there an optional issue and there is a second tier in all this. If any shareholder is in both companies, it becomes a little murky, because at that point the shareholders themselves will be up for investigation. Whether this is true cannot be said because the first part for the SEC is proving that the second player actually has the raw Facebook data, in all this aggregated data lacks value and interactions on aggregates data is just too shallow for consideration.

And this is just one of the settings. The second and main setting is the Diversity report that Facebook has presented. The Verge is all about the focus on ‘Change is coming slowly, if it comes at all‘, which is a given in most companies (Apple and Google are optionally the exception). The setting is however no longer just about optional diversity, it is about bankable value and the national patent value that these places have in that setting diversity be damned and Endgadget knows this the fact that they took a page to focus on ‘diversity’ whilst there are much larger fish swimming in the Facebook pond is to some a total mystery. The IP Watchdog gives us another side and a side that in this day and age are actually really important. There we see (as a small grasp):

  • U.S. Patent No. 8732802, titled: ‘Receiving Information About a User From a Third Party Application Based on Action Types’. Issued to Facebook in May 2014.
  • U.S. Patent No. 8938411, titled: ‘Inferring User Family Connections From Social Interactions’. Issued to Facebook in January 2015.
  • U.S. Patent No. 9740752, titled: ‘Determining User Personality Characteristics From Social Networking System Communications and Characteristics’. Issued to Facebook August 2017.
  • U.S. Patent No. 9798382, titled: ‘Systems and Methods of Eye Tracking Data Analysis’. Issued to Facebook October 2017.
  • U.S. Patent No. 9923981, titled: ‘Capturing Structured Data About Previous Events From Users of a Social Networking System’. Issued to Facebook March 2018.

These are only 5 out of a large basket of patents and the issue is not about diversity of staff, it is about the diversity of the population. The setting does not change that much, because changes might be small, but consider that in this case we have an additional 1 TB a day that can now be used very effectively. So even as the Verge reminds us with “Rep. G.K. Butterfield (D-NC) took some time out of a congressional hearing in the wake of the Cambridge Analytica scandal to grill CEO Mark Zuckerberg about increasing diversity at the company, something that Zuckerberg said that Facebook was “focused on.”“, we can take diversity as stated with ‘increasing diversity at the company‘ as either staff diversity or data diversity, I guess that I am going with number two on that one. You see, even as I tipped on ‘diversity’ we all recollect places like Forbes and the Financial Times on how it leads to better profits. It is the reason it reflects on the shareholders on how that notion gives them an on the spot hard on, male and female shareholders alike. Yet, the much larger revenue boost is seen when we combine the setting of the patents, the data that Facebook has and now we get to yesterday’s story, In yesterday’s article (at https://lawlordtobe.com/2018/07/12/seeking-security-whilst-growing-anarchy/), I left a few screws fall all over the place. With ‘Seeking security whilst growing anarchy‘, I gave a title that could be read in more than one way. The part I just skipped yesterday (as the story would have been too large) was seen with “So now we get the setting of ‘who is exactly waging war on who’, or is that whom?“, as well as “the defense ‘laws governing wars were devised with conflicts between states in mind‘ can no longer be upheld“. These were true settings, yet the setting of the data was partially set in “how many flags were raised by that one person, yet now not on 5 tests, but on dozens of tests, against people, places, actions and locations at specific times“, there we see the issue, but there is a complication, the bulk of the people actively sought all use burner phones, they tend to be nervous and do not call, yet they are closely grouped together and that is a first setting. Now consider that for the most burner phones are useless, now consider these people taking hours to keep busy and some will go for the silliest diversion. A diversion like a simple Candy Crush, now take another look at the 5 patents, consider that the burner phone is useless for intelligence, but now reconsider that value when these patents are used, not merely for tracking needs, but reconsider the ‘Eye Tracking Data Analysis‘ add the camera to take a silent image of the iris, it is almost as good as a fingerprint. Now add ‘Structured Data About Previous Events From Users‘. Two of the five added to the billions of users on Facebook and now we have a system that does a lot more, it is the 32% that Palantir inc. does not have, the patents that Facebook has allows not merely for a diversity growth factor, it will be one of the few times that any company had two massive niches in data, when Combined it allows the US to have a grasp of a system that allows near real time tracking of anyone they seek, this system can void well over 80% of the false flags making the data system well over 10 times as efficient than ever before. So yes, we can argue the truth of “Not to worry, says Facebook VP Allen Lo, head of intellectual property. “Most of the technology outlined in these patents has not been included in any of our products, and never will be,” he told the Times in an email” as a master of IP I do know the length that Facebook has been through with patents and he is telling the truth, the product of Facebook is Facebook, that system will not go there, but will be in all kinds of different technical solutions that allows for new methods of data gathering. Even as it is a burner phone, when they take it for a mere leap into betting solutions and gaming procrastination, they will hit some top 10 app of the month and that is when one element of data is connected to the ones that matter for those seeking these really welcome people for personal one on one interviews. And there we see the link between places like Palantir and Zuckerberg (not Facebook). Sen. Maria Cantwell was asking around the edges for a reason, the April interview had another reason, one that I was never aware off (or considered). It seems that she heard water cooler chats on settings of Palantir, this was about a larger issue and the Patents had clearly indicated options for Facebook, it was not about the setting (as she put it) ‘the talent and the will to solve this problem‘ it is given that Palantir knows that Facebook Inc. can become a contender and with the data that could be available, we see a setting where Palantir would be going up against a new player having 500% of the data that the Palantir customer has and more important, Facebook has the patents to partially solve the burner phone issues much better then Palantir ever had the option for and that is a real new path in this field. So as I personally read it, Sen. Maria Cantwell was asking whether Mark Zuckerberg was ready to become a player in this field.

So yes, even as we see that some steps are small (like diversity and torts law), Facebook has an optional setting to take a leap forward, not by a mere length, but by an entire class of data options, which is new and that is where those investigating Cambridge Analytica never looked at, or so we were meant to believe, Sen. Maria Cantwell might be the first through orders or insight to do just that.

That setting is now still under debate, not because of the tech, but because of a case of OIL STATES ENERGY SERVICES, LLC v. GREENE’S ENERGY GROUP, LLC, ET AL. No. 16–712 (decided April 24th, 2018), this case changes the game all over, because until overruled by the US Congress, we now have a setting where we see that the possibility that patents are no longer property rights is close to an absolute. Patents are not property rights and will not be property rights until Congress overrules the case, so in this the entire patents side is now a new setting that it is set as a government franchise, so in all this Facebook has the one play to set themselves apart from the rest of the data players, and some might state that the setting of the decision of the Supreme Court was a forgone conclusion close to two weeks earlier, so Sen. Maria Cantwell was either on the ball or asked the perfect questions two weeks in advance, I wonder who ended up with a boatload of speculated wealth, because someone definitely got rich in that process (happy speculation with a smile from the writer).

In all this it was not merely the setting of diversity and how to see it, but the fact that a place like Facebook might think iterative within its Facebook app, it has options and therefor opportunities in a much larger field than merely the Facebook app. So if Palantir is not worried on what comes next, they are more asleep at the wheel than you imagine; a small spoiler alert here: the people at Palantir are a lot of things, they have never ever been asleep so they know what is coming and as the path of Facebook is allegedly on now is regarded as government Franchise terrain, we need to wonder where this goes next as they are still all about finding those illusive extremists, all depending on burner smart phones.

I wonder when the rest realises what the patent holders have been able to achieve in mobile communications, now consider 350% of speed increase and 700% of data markers with the release of 5G, now revaluate the Patents that the Facebook corporation has and consider how much larger they could optionally become by 2021. Now reconsider the Forbes list of ‘The World’s Most Valuable Brands‘ and consider its position in 2021. I doubt that it will be #1 at that time, but it will be equal if not bigger then Google by then taking its #2 position away from them, and leaving Microsoft a distant #4. Although Microsoft is doing plenty to diminish its value all by themselves, they do not need to rely on Google and Facebook to reduce their position for them.

Iterative act never go anywhere, it is the setting of new stages where true fortunes are gathered.

Happy Friday 13th everyone! (Please don’t meet a guy named Jason today)

 

Leave a comment

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

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

July 2, 2018 · 11:26

Round two

Yesterday was a day when I thought it was essential to speak out against the language used in the NY Times. It was part of a larger whole that will be shown to all over time (as I am missing three pieces of evidence). Yet the oil issue was in the centre of it all and so it remains. Now, I had done my homework (for the most), yet there was one element I overlooked and it is an important one. Reuters was awake and gave us (at https://www.reuters.com/article/us-oil-opec-saudi-trump/can-saudi-arabia-pump-much-more-oil-idUSKBN1JR1HI) the part I forgot about. “the kingdom, OPEC’s biggest member, can barely raise output by 1 million bpd to 11 million bpd and even that would be difficult, according to industry analysts who forecast a further oil price rally due to a lack of new supply“, yes we forgot about the engine that drives it all. It has been increasing production again and again, yet at some point; the system that drives the production of crude reaches its maximum and that is where the teller of barrels is now hitting a little issue. I like (yet optionally disagree) with Gary Ross, head of global oil analytics at S&P Global. With “While Saudi Arabia has the capacity in theory, it takes time and money to bring these barrels online, possibly up to 1 year“, we see a ‘stabilising’ comment, but based on what, knowledge of the parts that are driving the crude oil machine forward? Perhaps that is true, yet if that is the case the one year setting is off. Other elements require adjustment, but the one year (yes he did add ‘up to’) implies that engines and perhaps pipes require adjustment, meaning that the system is set to increase beyond the 100% marker might be more dangerous. Pressure can be a bitching issue and the mere fact that even in suburbia water mains still go out (mine went kablooie yesterday evening) implies that there is a setting where pressures do not align. Now with water it is a nuisance, so my evening of pasta went straight out of the window. With crude oil it is another matter entirely. There the blown gasket can optionally make a mess to the environment and more important, it could optionally force Saudi Arabia to turn the dial down to 60%-80% until that mess is fixed. When that happens they go into a freefall where one plugging evokes another part to burst emotionally, that is where the problem starts and that is an important side in all this.

It is not the only part; CNBC gave us (at https://www.cnbc.com/2018/06/30/oil-deal-may-stir-the-pot-in-the-middle-east-and-test-saudi-capacity.html) a few other parts. Even as we might be able to ignore “Iran and Venezuela are both reeling economically, with Tehran feeling the bite of new sanctions“, especially as Iran has a set clientele. Yet the given part of “President Donald Trump surprised the world on Saturday by announcing a new side agreement with the Saudis to compensate for supply shortages from crisis-hit producers“. I found the setting of ‘compensate for supply shortages from crisis-hit producers‘. It is interesting for two reasons. The first is that the US had no application for Iranian oil in the first place and the second is that Venezuela had all kinds of issues; I personally believe that the low price of oil is reasons for some of it. Yet when we take a step back we get three pieces. The first in 2017 when we saw the Business Insider treat us to “Falling output at refineries means that Venezuela needs to import more gasoline, squeezing the national budget even further. Refineries are currently working at less than 30 percent of average 2016 levels. State-run oil company PDVSA is importing between 100 and 150 thousand barrels per day of gasoline”, so why are the refineries down to 30%? In addition, that is the refinery issue, the setting is not the petrochemical part it is merely the availability of crude oil that was the issue. The second was March 2018 where Reuters gave us “Indian imports of oil from Venezuela have fallen to their lowest levels in over half a decade, shipping and industry data showed, as a severe economic and political crisis hits crude output in the South American OPEC member“, so that is a production need, which beckons why India has decided to import less, are there suddenly 275 million cars less? No there are not, just try to blindly cross Saket Metro Station in New Delhi and you will get hit by two dozen cars within a minute, so that part is not happening. Forbes had its own version of the issue in 2017 and even as it sounds acceptable, I belief that there is a larger issue in play. You see We might look at the Financial Times and see ‘A Venezuelan oil embargo would wipe out Maduro & Co‘, yet the setting is larger than that. Consider Chili, Brazil and Argentine, all needing petrochemical products, the fact that refineries have issues is one thing, the fact that there is a shortage of crude oil and that cannot be met is equally an issue, so why is that?

I have no answers, mere speculations, yet whenever I searched for the Venezuelan reserves and beyond the Argentinian president Mauricio Macri advocating of ‘there would be ‘broad support’ across the region for a full oil embargo‘, I see no evidence of shortage (out in the open). All these actions on Venezuela, forcing them into even more hardship, how has that ever led to anything positive?

Yet the story is the crude, would an arm-twisting scenario to send 30% of the crude oil price into a fund that is only to be used for humanitarian and local support. Would that not work? It seems better than an embargo kicking things over. The additional news that China is importing less from that source is making things worse and no resolution will be coming forward making things better. The other party Iran is a given, yet they still export to a few nations.

Oil price dot come is giving numbers that clearly imply that over a year oil production has fallen by close to 50%, with the implied forecast that the International Energy Agency (IEA) states regarding the Venezuelan oil production which could drop to just 800,000 bpd or even lower next year. it seems that most actions against Venezuela is a little too harsh, now nobody is implying that they are saints, yet we can all agree that they are not Iran. In 2017 it was all about censorship (or anti hatred laws as the Venezuelan government puts it). Yet, there is light at the end of the tunnel. Al Jazeera (at https://www.aljazeera.com/indepth/features/2017/04/venezuela-happening-170412114045595.html) gave us a more in depth part. So when I see some of the issues, with items like ‘Health assistance’, ‘Food shortages’ as well as ‘Hyperinflation’, where a deal could be made that 30% of the sale goes into 10% sprockets addressing these three settings, it could be an optional solution to negotiate. It seems to me that an embargo is often the least of all working solutions, even as it enables the US to get basement prices on a million barrels a day, apart from the setting that they have more immediate problems and removing Venezuela form the equation pushes the other pressures more. Even if it means that the Maduro administration would have to swallow its pride, there might be a path to a long term solution that they were part of, at present they have nothing to look forward to but an angry mob of people left with nothing. It should not allow the US to discuss the price of eggs, yet the Maduro government will realise that the price of fish came at a premium and it is not derived from merely sweat and tears.

This setting is important, because when we look back at the Saudi situation with its 10 million barrels a day, when the pressure goes wrong and the US suddenly loses access to two to four million barrels a day. when that happens and that danger is not unrealistic, do you really think that the American economy is ready for a 25% price hike? Do you think that there will be mere frowns? That danger is not merely a speculation. the danger was shown last week when we saw reports on “The shutdown of Syncrude’s oilsands facility last week could lead to a shortage of oil in North America, investment bank Goldman Sachs has warned“, the source was the Huffington Post (at https://www.huffingtonpost.ca/2018/06/26/syncrude-outage-oil-shortage-north-america_a_23468490/), in addition we got “Syncrude’s facility has a capacity of 350,000 barrels of oil per day, but it shut down production on Friday after a transformer blew, the Globe and Mail reported. The company says production could be offline for all of July“, so there was the given part I left for last, merely a ‘transformer’ and without Optimus Oil rolling out the juice, no crude for a month. So do you really want to play a game of Russian Turbines with the Saudi oil setting and pushing the need from them to deep into the red zone of engineering safety? With that given, what are the dangers when the push goes south in a very realistic way when the downfall will be 90-150 days? Do you still think that finding some dialogue with Venezuela is not an optional much better solution? I would tell you the story of the silly politician and that person relying one basket for all his eggs (and his demoted belief that they were golden ones), your parents might have told you the story when you were young. So when Goldman Sachs gives us: “shrink stockpiles at the main U.S. storage hub at Cushing, Oklahoma, putting upward pressure on oil prices“, they are telling you no fibs, what they neglect to mention is that the danger is a lot more realistic then most predict and the impact could end up being an increase in price that is not pennies, but several dollars. to emphasize that, you merely need to consider May 2008 when the crude price went to $148 a barrel, twice the price it is now. You still ready to play that game of chicken with oil producing hardware, because in the end you will always lose that game. These devices adhere to the cold calculations of pressures and power and in the end the Wall Street motto of ‘120% of norm is merely our version of a Monday morning wakeup call‘ will backfire to all those who relied on affordable fuel.

 

Leave a comment

Filed under Finance, Politics, Science

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

June 23, 2018 · 11:33

They are still lying to us

There is a piece that the Guardian gave us less than 12 hours ago. The title ‘Greece ‘turning a page’ as Eurozone agrees deal to end financial crisis‘ should worry you. You are getting played! The article (at https://www.theguardian.com/world/2018/jun/22/eurozone-greece-financial-crisis-deal) is giving a dangerous situation as it is downplayed on nearly every level. Now, to set the stage, we need to understand that government budgets are complex. No one is denying it. Yet, what is complex about: “Eurozone member states reached an agreement on the final elements of a plan to make its massive debt pile more manageable, ending an eight-year bailout programme“, can you tell me that? You see in the heart of this is ‘its massive debt pile more manageable‘, we all see that. Yet do we understand it?  €328 billion, the interest on that small sucker is well over €500 a second! The debt is around 180% of GDP, it was 178% last year. These are issues that matter, because it gives Greece no options. Then the Guardian gives us the bit that matters a lot more. You see, in part one we consider “The plan allows Greece to extend and defer repayments on part of its debt for another 10 years and gives Athens another €15bn (£13.2bn) in new credit. Tsakalotos said it marked “the end of the Greek crisis … I think Greece is turning a page.”“, so an option to get even MORE DEBT. When was that a good idea? Now consider that the interest on the current loan is €640 million a year, so how does raising the debt by 5% help? You see, we see the game played, because the next elections are 20 October 2019. This is the beginning of an election stunt and the Eurozone is happy to help only if the current government does what the Eurozone tells them to. How is that for an option?

The next pack of non-truths is given by PM Alexis Tsipras with “The prime minister, Alexis Tsipras, told a meeting of MPs: “Greece is once again becoming a normal country, regaining its political and financial independence.”” I hope you understand that financial independence will not happen until 2045. The debt is that severe. The banks are not willing to be soft any longer, when the access to the markets are given it will merely take one screw up, one act of short sighted stupidity and people all over Europe will rally to demand the barring of Greece from the markets for decades. So when we are presented within: “The plan allows Greece to extend and defer repayments on part of its debt for another 10 years and gives Athens another €15bn (£13.2bn) in new credit“, you see this is what the beginning of slave labour looks like, a debt that cannot be repaid, a setting where €15 billion is merely a smoke screen and the coming years when you think your life is getting better, the truth is merely that your options are taken away. That is how you enter into slave labour. And the Eurozone will be nice and humane about it, they will not call it slave labour, they will call it new zero hour contracts and with the definition “Any individual on a zero hours contract who is a ‘worker’ will be entitled to at least the National Minimum Wage, paid annual leave, rest breaks and protection from discrimination” and the Greeks will realise too late that this government AFTER its election will set the stage where because of the high debts the National Minimum Wage would optionally have to be lowered by 20%, until the debts are better dealt with. So there you are sitting on a terrace having your last pita gyros with an Ouzo realising that you can no longer afford to do that, your income got cut by 20%. The opposing party reacted to the credit buffer with ‘Kostis Hatzidakis said it reflected the lack of faith international creditors had in Athens’ ability to successfully return to capital markets.‘ And in this Kostis is right, the international markets have zero faith in their return, they rely on a small thing called mathematics and the clarity there is that the scales are not in the favour of the Greeks. The financial market is hailing the success, especially those making money of every trade, and until the money is gone, some parties on Wall Street will love the Greek, give parties in their honour. The parties behind this were shown in the NY Times last week (at https://www.nytimes.com/2018/06/19/business/economy/greece-europe-bailout.html). Here we see “To play it safe, Greece won’t start selling bonds until well after it exits the bailout. Instead, the government, which is being advised by Paris-based Rothschild & Company, will pick a moment in the next two years when market conditions seem favourable. A cash buffer of up to €18 billion, funded by creditors, may help Greece secure the liquidity it needs in the meantime“, so now the credit makes a lot more sense, does it not? A credit to pay the bills until there is one more fish to cook for Wall Street ending the existence of Greece. Well, actually the Greek elected officials will do that all by themselves. Because it will be there choice (through whispers) that benefits could be gained through 10 year bonds giving 10 more years of relief. Yet those billions come at a cost, a 2% cost which goes to the traders, they will cash in millions at the expense of a few parties costing them mere thousands, after which they switch off their phones, walk away and it is no longer their problem. For them it was merely good business, the direct application of a mere fool and his money getting parted.

Yet, this is not the only part. In what I would regard to be a direct outright lie, we see the actions from Pierre Moscovici as we are treated to: “Greece had received €275bn in financial support from its international creditors over the past eight years and twice came perilously close to being kicked out of the Eurozone group, the EU commissioner, Pierre Moscovici, said, adding: “There have been enormous sacrifices. But at last Greece will be capable of moving on its own two feet.”“. This is what I personally see an outright lie! Let me explain why I think that this is as bad as such. The documentation gave us (I already published it before). It is a paper from 2009 from the ECB and I gave light to it in my article on July 1st 2015, yes, almost 3 years ago. The article was ‘Dress rehearsal (part 1)‘ (at https://lawlordtobe.com/2015/07/01/dress-rehearsal-part-1/), the original paper is there at the end. It is called ‘Withdrawal and expulsion from the EU and EMU some reflections‘, a paper written by Phoebus Athanassiou. Here we see “The idea that the treaties should explicitly provide for a possibility of expulsion was discussed in the 2001-2003 Intergovernmental Conference responsible for drafting the ill-fated Constitutional Treaty, but was abandoned“, on page 32 it gives the premise that greed driven politicians did not consider that expulsion should be an option. In addition, the EU observer gives us in 2011 ““Neither exit nor expulsion from the euro area is possible, according to the Lisbon treaty under which participation in the euro area is irrevocable,” he added, referring to the European Union’s rule-book.” and there is May 2012, where we get “The Mechanics of Eurozone Withdrawal, It has frequently been stated that the EU Treaties contain no legal framework for a withdrawal from the Eurozone.  This is true and, indeed, the Treaties make it clear that the process of monetary union was intended to be “irreversible” and “irrevocable”“. The last we got from Locke Lord LLP, a Texas Lawfirm. So I now need to revert to my original Dutch Diplomatic self stating: ‘Moscovici, you stupid fuck! There is 9 years of documentation from people better educated than me stating that kicking out of the Eurozone was not an option in any way. So get a fucking grip on your stupidity and amend it or resign your post, your choice!‘ (Sorry, I needed to get that off my chest, I feel a little better now).

The final straw for my ego is found in the Guardian quote “But it means the left-led government in Athens will have to stick to austerity measures and reforms, including high budget surpluses, for more than 40 years. Adherence will be monitored quarterly“, when we consider that my setting was without the ‘discount’, the proven setting that the debt will be a 3G debt, it will push hardship on three generations. A setting I was able to prove with an abacus is now finally recognised by those less fortunate as they were not able to get basic calculus done. I am happy for me being correct, but not for the hardship that the next generation of Greeks face, they never had any choice in the matter, merely have to clean up after grandpa’s bad political choices, to them it is massively unfair.

The final part if given with: “At almost 180% of GDP, Greece is burdened with the highest debt load in Europe. The €320bn debt mountain is widely recognised as the single biggest obstacle to economic recovery. The International Monetary Fund had resolutely refused to sign up to the country’s latest bailout unless Eurozone creditors agreed to a restructuring that would ultimately make the debt sustainable“, most will not recognise the miswording that is used here. With ‘widely recognised as the single biggest obstacle to economic recovery‘, which is actually ‘Greece has no options to recover from a debt that high, not ever‘. Which leads to ‘International Monetary Fund had resolutely refused to sign up to the country’s latest bailout‘ and ‘make the debt sustainable‘, which needs to be read as: ‘the IMF cannot allow the support of a debt that cannot be paid off, lower it!‘, yet when is the setting for sustainable made? Making it longer by setting the €328 billion in three stages of 26 years each? Who will sign up for that? How many forward pushing bond programs will it require and we understand that among the banks (read: financial institutions), they are willing to do that as long as it is set in 25% profit stages, giving light to the fact that the additional pressure beyond the debt is the Greek population paying an additional €78 billion in sustainable bonus. If you’re Greek, would you want your child to inherit a €75 billion invoice at birth? That was what I predicted three years ago and I have been proven correctly and I have been conservative, when you consider the cost of the bonds, the interest paid to the people buying the bonds as well as the impact of devaluation of a nation that cannot fund its infrastructure. It is a mess and when you consider Forbes on 28th Jan 2017, where we see: “The IMF projects Greek debt will reach 170 percent of GDP by 2020 and 164 percent of GDP by 2022 but will rise thereafter, reaching around 275 percent of GDP by 2060” (at https://www.forbes.com/sites/timworstall/2017/01/28/amazingly-yes-the-imf-is-still-saying-that-the-greek-debt-problem-is-not-yet-solved), we see that they were off last year by close to 10%, so the prospect for Greece is even worse than the IMF predicted (I admit a slight overbearing assumption at present).

To illustrate that, I will revert to a source that I cannot vouch for, yet they give (at https://www.thenation.com/article/goldmans-greek-gambit/) “As a result, about 2 percent of Greece’s debt magically disappeared from its national accounts. Christoforos Sardelis, then head of Greece’s Public Debt Management Agency, later described the deal to Bloomberg Business as “a very sexy story between two sinners.” For its services, Goldman received a whopping 600 million euros ($793 million), according to Spyros Papanicolaou, who took over from Sardelis in 2005“, a fee closing that surpassed half a billion euros.

So in the end, the news, the papers the quotes, it will be up to you to decide how Greece is given a fair go, yet they themselves have mostly only themselves to blame. You see, in all this, how many Greek politicians went to prison? How many got their assets taken from them? Or are we all agreeing that there was no legal option? Now wonder if the legal options exist at present, if not. Then this is the bed of hardship that the Greeks made for Greece.

So, are the Greeks still being lied to? If that is so who exactly is presenting their version of the ‘facts’ to the Greeks?

 

2 Comments

Filed under Uncategorized

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

June 3, 2018 · 14:51

As you are exploited

Today is different, with the E3 a mere week away; it is time for the people to become aware. Now, you will take great offense, especially if you are a drug dealer, a sex slave trader or an employee of Microsoft. You know what, today I do not care, especially if you are part of the third category. The media will not keep you informed of certain matters, so it is time to take the gloves off.

I have had issues with Microfsoft in the past that is no secret. I have clearly stated that they dropped the ball on at least three occassions, yet they have taken it a little further. Soon we might see some patch, or some message that there was a bug and it got fixed, but no company is this incompetent and there have been examples of true incompetancy, especially in politics. Yet this is not about that.

We are a week away from the E3 and all players are leaking hints and innuendo at nearly every corner in town. Gamespot is giving us: “E3 2018 Xbox One Rumors“, Polygon is giving us: “we expect to see Microsoft to use E3 to reveal new features and expand ongoing programs to further bridge the divide between Xbox and Windows PC gaming” and the list goes on. Yet none of them are zooming in on the exploitation of gamers, gamers that are now advertising coin for Microsoft. We see very little of that. It is my personal view that the Xbox One series now offer 30% less than the Xbox360. Whilst Sony is enjoying “PS4 hardware sales in April were more than Xbox One and Switch combined“, as far as we can tell mainly due to the release of God of War, in addition, some sources in give us that for April 2018, The Switch sold 171,000, the Xbox One sold 132,000 giving the raise that the Switch needs to counter Microsoft and surpass their total numbers. In addition, Forbes gave us 4 days ago “nine out of 10 belong to Switch“, the tenth game is a PS4 game. In the entire Amazon Top 10 Microsoft with their Xbox One does not show up at all. And now we get the big bang. The Pokémon Franchise is giving the players a lot more, you see with “What happens when your mobile Pokémon game gets more than 800 million downloads, and then you release two companion titles for Switch that let users sync their progress between both platforms? You’re going to sell a ridiculous amount of hardware.” This is the one thing that Sony cannot counter either. A Pokémon hype that allows those players to go on playing outside of their mobile range, by doing the Switch. Neither party counted on that and move it will impact both, optionally reducing the Microsoft Xbox total sales to number three no later than thanksgiving. A bold move that is about to push Nintendo forward in a way we had not predicted and that is the reality the gamers get to see at the E3. You can read that part all (at https://www.forbes.com/sites/jasonevangelho/2018/05/30/nintendo-switch-games-are-dominating-amazons-best-sellers-list), including a few small facts that I have not mentioned yet. Now we get to the overwhelming part.

How do you like to get exploited by Microsoft? That is the question on my mind yesterday when (not for the first time), I got their marketing machine all over my console.

Now normally I do not care, you can try to ignore it, but when the functionality of a console is severed, you cannot ignore it. So normally I get the direct view of my console desktop, the parts in red are advertisement, Microsoft added that, and the sponsored one is expected to be paid advertisement, so Microsoft is gaining an optional $3 million a day (that is if they charge $0.10 per user). So they optionally gain $3 million by using our desktop without permission (intentional speculation). The issue is that suddenly my games page with pinned games was gone, instead of the functional part I usually have, I got something that is usually not there.

 

I got the third screen, which you can see is useless for 75%, the second screen was gone. Now, any user can tell that I could click on the ‘my games & apps‘, scroll to the game I wanted to play, but that is not what I paid for, was it? I merely wanted to start the game I was playing earlier that week, so the only way to get my pinned games screen to appear was to restart the computer. This is harassment! This is not a bug, this is Microsoft telling me and harassing me to take notice of the Xbox One X and to get Microsoft gold. This is intent! It reflects directly to a piece in the Computer World from 2016. The article (at https://www.computerworld.com/article/3101947/microsoft-windows/more-forced-advertising-creeps-into-windows-10-pro.html) gives us: “When the Anniversary Update rolls out on Aug. 2, Windows 10 Pro users will no longer be able to turn off certain kinds of advertising. That presents a real concern for admins, who will not be able to keep Microsoft from pushing the likes of Candy Crush Soda Saga onto their domain-joined Pro machines. It’s also a frightening concern for anyone who paid for Pro’s GPEdit feature“, and with “Microsoft recently announced it will be able to push live tiles for the likes of Photoshop Express onto any Windows 10 PC, unless it’s an Enterprise or Education version. Starting Aug. 2, you won’t be able to block them”, we now see implied that Microsoft can now push advertisement on children with or without parental control. Is that why you buy a console for your child, or for yourself for that matter, to watch advertisements?

Now, the issue is not merely your child getting exposed to advertisers, the issue is that my second screen was just casually not available until I rebooted the system, that is as screwed up as it gets, I do not believe it to be a bug, I believe it to be the intentional push from Microsoft to “Buy a newer Xbox and get Xbox Gold whilst you are busy!” I did not sign up for any of that. As the system is flawed and architecturally unsound, spending another dollar on it is just too ill advised an action.

And the bad news does not end there for Microsoft. If sources are to be believed, we see “It looks like Epic Games’ battle royale spectacular Fortnite is coming to Nintendo Switch. A leak posted on 4Chan’s video games board Thursday night, which suggested the game would appear at the E3 conference alongside eight other games, came just before more reports emerged Friday that the game would receive a port to the Nintendo hybrid console“, it is not that bad for Sony, yet, the optional leap in revenue and consoles sold is going to be a lot higher than anyone imagined, it will be the first time that Sony needs to up their game by a fair amount. Even as we see that the exclusive games for the PlayStation console is off the wall, the effort of growth by Nintendo is not to be underestimated. This comes in sharp contrast that we see (at https://www.extremetech.com/gaming/269049-even-the-xbox-one-x-cant-stop-microsofts-console-sales-slide). The issue is that Microsoft will not release official consoles sold anymore (not a great surprise), yet, if we are to believe the quote “implies Microsoft’s total Xbox One X shipments were extremely poor in 2017 — around 5 million units, compared with roughly 20 million units for the PS4 Pro“, so that implies that the most powerful console in the world merely appealed to 1 out of 5 people upgrading, or buying a new next generation console. Things are considerably worse than anyone expected, perhaps the advertisement on your console is to pay for the multiplayer server bills (and its electricity) that Microsoft faces every month? (Slight punch below the belt)

Whatever the reasoning of all the ball fumbles that we have seen from 5 months before the first Xbox One was launched, the entire mess is just getting bigger and unless we see true new exclusive games and true innovation coming from Microsoft, it is my personal view that when it comes to gaming, Microsoft is pretty much done for. Even now there are a few issues rising, yet I prefer to wait until the actual news is released as I do not want to kick a game below the belt before verifiable facts are set to the net and media.

Yet when we go back to the issue that truly angered me, I wonder why Microsoft is this stupid. it is almost like they want us the switch away from them. How can a storage weakness remain unattended for 6 years? Sony solved it on day one of the PS3 and that solution was maintained throughout the PS4 and PS4 pro, the additional issue is that the difference was a mere $15, so that should not have been an issue either. If there is one thing that speaks for Microsoft than it is Forza 7, it is exquisite in many ways, and Microsoft should tend to the needs of those fans as much as possible if they do not want to see this group switch to F1 2017 on PS4, or Mario Kart 8 on the Nintendo Switch.

I think for the most, Microsoft brought all the woe onto itself, and they have no reason to break down in tears or complain about the gamers, the fact that Nintendo surpassed the expectations in what fun was and Sony brought us how awesomeness can be surpassed (God of War) is just the beginning in a race that Microsoft has no valid reason to win for any other reason to end up with the wooden spoon. There is now enough evidence and visual proof that my predictions will not be wrong, the E3 has leaked so much information that the setting is now reduced to a mere exercise. Still, there is a side we are missing out on and that is the part that still matters, the indie developers could tilt towards Microsoft a little, yet the damage has been done, with advertisements and lack of gamer care (as I personally see it).

I reckon we all hope that Microsoft gets a homerun at the E3, yet there is now enough evidence that this is not likely the case, especially in light of the astounding results Nintendo gets to show (making Sony more than a little nervous) and the fact that so far, the Sony exclusives are making people buy or upgrade their PS4, is rising, especially as some Spiderman YouTube videos on the PS4 have now surpassed 32 million views, that against God of War having only had 19 million views and crushing all sales predictions. Let’s be fair, one does not guarantee the other, but the interest has not waned over a year, implying that this game will be out of stock for the better part of a month when it is released in September. All options Microsoft missed out on, to some degree. As stated, there is no way that any gamer loving games would not be impacted by Forza 7, it will set a new standard that is hard to equal and time will tell if that will be proven to be true.

Until then Microsoft has so many things to fix and merely a week to prove that they can fix things, because 4 days later, after the E3 the people will decide and for now it does not look good for Microsoft.

 

Leave a comment

Filed under Finance, Gaming, Media

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

April 23, 2018 · 12:15

The deceptive engine

We are all in anticipation of the E3, the one place where the game makers get to take the stage and either entice us for almost a year, or get completely destroyed. As we are 5 weeks away from the event, the game changes. It is all about creating hype, or creating optional falsehood. The false hype allegedly shows that the brand might still care to be inflated in perception value and regard. That is what I see when I look at the Daily Star, who gave us: “Microsoft games news: Has Xbox dealt ANOTHER KILLER BLOW to Sony and PlayStation in 2018?” That notion was so ridiculous that I decided to drill down a little. I have no idea who Dom Peppiatt is, but let’s drill down a little on the article (at https://www.dailystar.co.uk/tech/gaming/696572/Microsoft-games-news-Has-Xbox-dealt-ANOTHER-KILLER-BLOW-to-Sony-and-PlayStation-in-2018). So we start with “The company behind Xbox has recruited Darrell Gallagher to work on the Microsoft Studios Executive Leadership Team. Gallagher has a pretty significant history in gaming: he started as Head of Creative at Sony in 1997, then moved to Rockstar Games in 2004 to work as a lead artist. His next step was to become art director at THQ, before he joined Crystal Dynamics as art director in 2005“. This is fair enough, if Microsoft has acquired a titan like that, there will be optional forward momentum for Microsoft. I state optional, because we have seen that Microsoft tends to ignore its customer base and not listen to actual gamers, which tends to be a much larger issue. Then we get the not so nice parts “NEW Xbox One Games rumoured to be in development“, so the operative word is ‘rumoured‘, that was a first mistake, because we have seen that before, rumoured does not make it true and waiting for 5 weeks gives hype, yet in the same space gives massive amounts of resentment. With Rumoured we see references to ‘Perfect Dark’ and ‘Fable’ with old artwork and no evidence of any kind that it is true. Merely the ‘as leaked by Resetera user Klobrille‘ is given, like that ads any value to it all. The only one that is a decent given is a new (upgraded) Forza Horizons, it is the parade horse of Microsoft and it makes sense to make sure that it is there in all 4K glory. The second one is Age of Empires, it has been bled dry on the PC and it coming to Xbox One was merely a time setting. It was originally one of the better games they had, and if the interface is decently improved upon, it might be a niche market winner. So with 2 out of the 5 games that are ‘optionally’ games to come, what kind of ‘killer blow’ is that? It is not even close to a killer blow, so far they have not had any killer blows against Sony, and the Release of God of War last Friday is Sony showing all others that their games are of a massively higher plane of gamer satisfaction than anything Microsoft exclusively has to offer (at present), and they have close to nothing on the exclusive titles front. When we see “Microsoft and Xbox has acquired marketing rights on some massive upcoming games, including Borderlands 3, Cyberpunk 2077, Splinter Cell, Battlefield V, and Anthem“, we need to understand that ‘marketing rights’ does not make it an exclusive title. Another source had given us two weeks earlier “Borderlands 3 hasn’t been confirmed as being actively in development quite yet, Gearbox has unsurprisingly not given it a release date either“, with in addition “It’s likely to be released on PS4, Xbox One and PC“, so why acquire the marketing rights for a non-exclusive title? Seems a waste of money as I personally see it. Second is (from another source) “Ghost Recon Wildlands Splinter Cell DLC is getting a big reveal today. The Ubisoft content for the PS4, Xbox One and PC“, yet there is also mention that this is merely the setting for a new Splinter Cell and in that regard, there is every notion that Ubisoft, the people behind it will not be making it an exclusive title. The same is a given for the makers of Witcher 3, now prepping for Cyberpunk 2077, which leaves two titles none of these exclusives either. So as the article gives us “it’s important to note these are only rumours at the time of writing” in the end, the entire article was a waste of space for all gamers except for the need of Microsoft getting hypes out. The news that they have acquired Darrell Gallagher, which would be good news for Microsoft, yet to surround it with rumours, nothing to show and the fact that marketing exclusives were tailored whilst the games are not confirmed to be is merely a setting for failure, which we saw with the death blow against Microsoft with the release of God of War and actual exclusive title. It will only get harder for Microsoft; the consoles are set to 2.5:1 so for every Xbox One there are 2.5 PS4’s. There is not a game maker in the world that will not make for both if possible. The only option there is what Microsoft had exclusive and keep on converting the PC games that never made it to console. For Sony, it has its own worries. Both The Last of Us 2 and Death Stranding are exclusive titles, but these two players will not go to bed with anything but perfection and for both no official release dates are known, now that God of War delivered all it promised the hunger for these other two titles seems to be growing exponentially. And a gamer that gets too hungry for new games makes weird leaps, that has been proven in the past. So were the two titles just fabs? I am not certain there has been a massive desire to get the Fable line remastered (one, two and three) and the anniversary edition on the 360 only grew the fans of Fable. So getting them all three on the Xbox One remastered, not merely backwards compatible would be a real win for Microsoft, there is no denying it. It is not as clear with Perfect Dark, the heralded game just wasn’t the stuff of legends on the 360, so were some other games. Yet the fans will bow towards the Fable setting in a large way, in equal measure the Mass Effect rumours seem to resurface again and again, also in light of the Andromeda failure, that trilogy would be equally a win on the Xbox, anyone denying that is just utterly stupid. There are a few others, but they are in essence mere remastered games, not actual new games and that is what Microsoft desperately needs and so far they have too little, too few titles and no push towards exclusive wins.

It is in that regard that we see Forbes, who gives us “Sony And PS4 Are Beginning A Massive 2018 With ‘God Of War,’ And Microsoft Should Be Worried“. Yes, we all agree and even as actual numbers are not seen at present, we see in the UK “In terms of purely boxed units, it outsold God of War III by 35 per cent“, that is in merely 3 days, which is almost unheard of. The only title to ever pull that off was GTA5 in 2013. More good news is not console set, but for Ubisoft, it does not matter, Far Cry 5 broke the 100K boundary (on PS4) in Japan which should make the people at Ubisoft proud and happy and rightfully so, the fact that this will also benefit the Xbox One players is merely icing on the cake for Ubisoft and that is what counts. You see, actual gaming is never about the console itself, it is about the game and gaming. Even as God of War is ruling, Ubisoft is getting a nice global boost and with other Ubisoft titles ready to be released it will be a good thing. When it is about the gaming, we will not care, we only care about ‘gaming the play’, or was that ‘playing the game’? We tend to all get together I tend to burn whomever is trying to hand us hypes that are ridiculous, in that regard we have absolutely no regard for any hype bringer.

In the end, will it help us the gamers? Hypes do not, it is an engine of deception to maximise the product, that is the focal point, in this in that regard that the moment the hype is proven wrong (in 5 weeks at the E3), when any of the Daily Star mentioned ‘rumoured to happen‘ it will lash out to the Microsoft community and they will hold Microsoft accountable. You see, when it suits Microsoft they are all over a publisher with falsehood, when it suits them, so either the rumours are true (and I will reports one it), or this was a false hype that has the potential to sway more XB1 owners to switch console, which is overall bad news for Microsoft when that happens. I they have only one advantage this month than it is the rare case where the Gold Live Free games in April are actually better than PS Plus offer for a change. With AC Syndicate and Dead Space 2 ruling the free games, they are giving a better value in an uncommon move.

When it comes to the deceptive engine, it will not stop, not for at least 4 weeks and it is not limited to the Xbox, there are plenty of ‘rumours’ on the PS4 and Switch field, which we find equally annoying, in addition, it is not just limited to some papers, even a site like Christian Today is all about those rumours, which is unsettling on a few levels.

When you consider that ‘Deception’ is act of propagating a belief that is not true, or is not the whole truth, you might understand why we despise it in gaming. So if we consider that the ‘pro’ Microsoft article was optionally propaganda, as well as distraction, or concealment. The gamer has to ask, what is Microsoft trying to conceal or distract from? We will know in 5 weeks when we get to see the E3 presentation.

 

Leave a comment

Filed under Gaming, IT, Media

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