Tag Archives: France

February 12, 2024 · 04:18

Wall, writing, you know

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

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

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

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

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

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

Leave a comment

Filed under Finance, Media, Politics, Tourism

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

January 31, 2024 · 00:11

Forbes Foreboding Forecast

Yup, it happens. Sometimes the others are all on your train ride, but that does not make your prediction true. Yet to see this we need to take the whole image into consideration. For me I saw this come towards us like a freight train without any brakes when I wrote about it as early as September 2020. I wrote several times that these settings were a really bad setting and the outcome would not be a nice one. Then I warned that the US economy had nowhere to go, not when they insult and offend Saudi Arabia (and to some extent the UAE), as such China would gain billions in revenue. We saw last month (could have been 2 months ago), news that America was ‘worried’ about China making so much headway into the middle East. And now Forbes (at https://www.forbes.com/sites/digital-assets/2024/01/29/the-us-dollar-is-finished-wall-street-legend-warns-trumps-and-bidens-china-nightmare-is-suddenly-coming-true/) gives us ‘The U.S. Dollar Is ‘Finished’—Wall Street Legend Warns Trump’s And Biden’s China Nightmare Is Suddenly Coming True’. Really? First off, this isn’t suddenly, I made mentions for almost 4 years that this stage was underway. The fact that the dollar is finished is not entirely wrong, but not to the degree we see predicted. Wall Street will take any stance to diminish that danger. People will end up with nothing, but the almighty dollar will sail on, even though the galleon it once had will be replaced by a simple sloop (as piracy goes). 

So whilst we get “The U.S. dollar is “finished as the world’s reserve currency,” analyst Richard X Bove told the New York Times just days after his retirement from a storied 54-year career as a Wall Street analyst.” I initially tend to agree. Yes the dollar as a reserve currency is pretty much a bye bye black sheep operation. It is the “Bove, who sees bitcoin and cryptocurrencies as winning in a post-dollar dominant world, predicted that China will overtake the U.S. economy” part I do not completely agree with. You see the Yuan is and will be an important part of the global economy, but China has its own skeletons to deal with. Evergrande is one and that $300,000,000,000 issue will hinder the Chinese economy to a massive degree. Not to mention the Chinese population that is hurt by that loss. I reckon that being related to Shawn Siu in China is a lot more dangerous than being a loudmouthed disrespectful American in that region, but that could merely be my take on that situation. You see, China needs both Saudi Arabia and the United Arab Emirates to get the traction to push forward. Yes, they will push the dollar of its throne and Americans with their arrogance did this to themselves, but without the Middle East China has no real momentum. That was the larger station we needed to see. I tried to warn people, but to them I knew nothing. And true, I have no degrees in economy, but I have looked into numbers for decades and I have both a creative mind to see beyond the numbers and a critical mind to question any hypothesis I have. As such I saw what is now being published as ‘suddenly’. My timeline has three years of warnings of the dangers the US and its dollar were facing. I do not have the knowledge or insight to discuss or oppose the digital currency changes, but I can tell that the ego of ex-presidents with his opposition to the digital dollar will be the end of the American economy. The digital dollar would allow Wall Street to diminish the impact the slam the dollar is about to make. If that stops the damage will be enormous. I don’t think the US economy will have any cards to play. Especially now that the EU nations are vying for the same defence contracts that were once almost uniquely America alone. With France, the UK and Germany vying for whatever spending dollars they can, China might end up with a little less, but they still have a lot of billions coming their way, all billions lost to America now and the EU is trying to get a few as well, an indoor fight between the US and EU is not one they were ready for and overall the American evangelisers are now starting to be a lot more quiet. Money talks and the US has none left. Now that the Ukrainian Russian military debate is now three weeks away from two years. A short term prediction by the Kremlin is now a setting that they could actually lose. A stage not considered a year ago and that also brings a lot more problems to the EU nations as well as America. America that has been catering to Russian needs no less and that is important as the people are now a lot more eager to accept China as the new leader. This is not some Nixon fantasy, this is the case of Wall Street deciding on what is best for the world and that is not how it works. That only has any value in the delusional mind of some. So whilst we see what happens next, we see that the power players are vacating towards the UAE. Some will go to other destinations, but the mess that they are leaving behind (not all due to them) will leave the American population without anything left. So what do you think happens when the dollar collapses and 200,000,000 Americans see that their savings are gone. Do you really think they will will side with Trump and his multiple multi million lost lawsuits? Consider that no one has a clear view on how much he owns. Some state that he only has now less than 3 billion and he was dropped from the Forbes 400 list, he came up $300,000,000 short (a lot more with the lawsuits he lost). To give you some reference, Elon Musk is apparently 96 times wealthier. He has 9600% more wealth than Donald Trump and that is the person Americans pissed off, all whilst he has the foundations of a solution for the energy shortage they face. So how is ego holding up? When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough. 

Could I be wrong?
It is a fair question and I ask myself that question pretty much every day. It is not indecisiveness, it is not doubt. It is about verifying the numbers again and again from whatever reliable source I can find. Verification is everything. Richard X Bove and I got to the same conclusions via different ways and as such I wonder why others were never on that page. Why was the media not all over this? They were so ready to protect Elizabeth Holmes and Sam Bankman-Fried, but this they didn’t see? Ask yourself that question and wonder what else they got wrong and more importantly why did they get that wrong. You might come to some conclusions that will scare you. Mainly because you all worked towards your retirement, but how many funds saw the golden future that the dollar bonds brought? When that falls flat your retirement will be gone and there is no coming back from that. I think that a few banks in America, as well as Credit Suisse Group AG (now part of UBS), isn’t it interesting that none of them were properly investigated by the media? They all gave the same story, but no one looked into how many dollar bonds these banks had. It might be nothing, but I doubt it. You see, Credit Suisse was handed a $54 billion lifeline. The fact that ANY bank needed THAT MUCH money was never properly investigated and it wasn’t just them. We see all the claims, but to need a 54 billion lifeline implies that that piece of rope is made from weaved platinum threads with diamonds. When did you ever need a lifeline like that?

And these places all matters, because that is to some extent the impact that the dollar pushed for, at least that is how I personally see it. There will be plenty of people stating that I am wrong, but after 4 years I have been proven correct too many times. Let them come up with verifiable data and clear sources to prove me wrong. I dare them.

Enjoy the day, my Wednesday just started.

Leave a comment

Filed under Finance, Media, Politics

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

January 29, 2024 · 15:40

Pushing buttons

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

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

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

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

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

So here is the screen below

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

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

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

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

Enjoy Monday. 

Leave a comment

Filed under Finance, IT, Science

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

January 26, 2024 · 17:00

What is the real fear?

That was the first thought that hit me when I saw several articles like the one (at https://www.theguardian.com/business/2024/jan/25/emirates-backed-stake-vodafone-security-risk-uae-uk-government) where we are given ‘UK says Emirates-backed stake in Vodafone poses national security risk’ and my first thought was ‘What?’ Now, lets be clear, I have no idea how true the statement is, for the longest time I saw Vodafail as a joke (I was a victim of their not so nice side a decade ago). Vodafone is almost everywhere (EU, UK, Australia) so why is the UK the only one crying foul? 

The article gives us “The Cabinet Office issued a notice late on Wednesday warning that the 14.6% stake held in Vodafone by Emirates Telecoms, amounted to a security concern given Vodafone’s strategic role in the UK’s telecommunications services.” Now, I don’t see the danger, but that might clearly be me. This is not my cup of tea. But all these companies whoring for dollars and investors have been playing on every field and now it is an issue? How about the board of Vodafone not whoring for investors? And why is the less than 15% a security risk? Then we are given “That move triggered the government to look into the deal under the National Security and Investment Act 2021, owing to Vodafone’s importance as strategic supplier of the UK government and being involved in the country’s cybersecurity infrastructure. However, the government had not previously made any public announcements saying it was looking into the partnership.” Now, as I personally see it, that act is 3 years old. At the moment of creation, why was there not a clear message that anyone involved in investing in infrastructure is prohibited in ‘courting’ investors? There is a clear case that if this is indeed stamped a security risk, there is a chance that the UAE can reclaim investment plus 50% damage bonus and Vodafail better cough up that dough (obviously they will charge the UK government for that).  

My question becomes ‘What is the real fear?’

In sight of “Under the terms of the strategic partnership, Emirates Telecom can increase its stake to just under 25%, while also having the opportunity to add another executive to the board if its ownership tops 20%.” I merely wonder what the danger (if any) there is. I honestly don’t know. You see Vodafone is in 16 countries and is stated to have over 160 million customers. If I had the money I might consider that and there has been several messages over the last 2 years that Vodafone cleaned up their act and services. There are several deals, mergers and investigations in place that give rise to the simple fact that certain people are placing their chess pieces (corporations) and they are (my speculation) in a stage that they do not want the UAE to be part of any of this. There is of course another option for the UAE. They could start to collect other telecom corporations and chisel the Vodafone slice down to a manageable size. I personally would start by grabbing places that give access to Germany and France, Vodafone has too much power there (and in some places too shoddy reception) and form there grow the market. France and Germany when properly grown would give access to Belgium, the Netherlands, Switzerland and Austria. From there Germany allows growth towards Poland and Czech Republic. It is a much slower path, but I reckon that these loud mouthed politicians will run for cover when Vodafone suddenly is worth 25%-35% less. Let’s be clear, I have no idea how there is a security risk ad we aren’t given that in any clear way, but as I personally see it “a security concern given Vodafone’s strategic role in the UK’s telecommunications services” if that was really true, why was Vodafone allowed to start partnerships? Is it to attract American dollars alone? I have no idea but the UAE and the KSA are the only ones with a credit card that is not maxed out at present. 

I am not telling you this is wrong, I cannot tell. I am asking what is the real fear? Because that is the larger issue in this instance. Just my €0.02 on the matter.

Enjoy Friday that is about to start for most of you and it is gone for 71% for me at the moment, but Saturday is just behind it.

Leave a comment

Filed under Finance, IT, Law, Media, Politics

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

January 4, 2024 · 18:57

Wanna go fat?

That is the weird but very apt question. Of course I could ask Laura Vandervoort implying if she wants me (my delusional side in action). Yet this is not about women, this is about gaming. It is 2024 and internet congestion is starting to become a much bigger issue. As such, if Amazon with its Luna wants to stand out and equal if not surpass Tencent with its handheld, it needs to reformulate some settings. I truly believe that Gaming as a Service (GaaS) has the future, but the brains behind this are too much about the monthly fee and when congestion hits that monthly fee becomes a problem. Tencent with its handheld has a solution, now Amazon needs to find a roadmap to set itself apart. They cannot rely on player like Ubisoft to figure things out, it will be too late for them.

Now consider an upgraded and remastered version of some of the Commodore 64 greats. Fort Apocalypse, Wizard, Jumpman, Wizard of Wor and so on. You might find that amusing, but you only have to face one wall of congestion and it suddenly doesn’t feel that weird anymore. Now each of these games was less than 354Kb in total. Now with upgraded graphics (and much better sounds) it will easily fit a 2Mb marker. Consider the controller now with an SD card slot and a 64GB card is less than $15. Now consider that the controller is the fat client. It will use the servers, but in some cases it can download a partial frame and a whole host of games can be played from the controller. Not Ubisoft games and not many ‘new’ high tech games (or whatever they would call them) but others could be downloaded and other games could be downloaded whilst you play. It is a larger station to consider. In the age of congestion, the one that allows you to play is the winner and Amazon needs a real win. Microsoft is spinning the fact that they are losing. They made arrangements with Ubisoft. So what happens when Microsoft desperately wants more? Amazon better get ready because if they are not, it all goes to Tencent and they are at present in a stage where they could get millions of gamers, all because some were asleep (OK, Google walked away from this). 

The larger setting that we see (at https://www.androidauthority.com/amazon-luna-1170676/) is only part of it. They are set on relying on monthly prices and that is good. The moment that players and families will have to consider $12 for Netflix or $10 for Amazon Prime, Amazon will lose members. The controller is either $70, or $83. So what happens when people get the one time additional $10 for the fat client version, they need to buy their own SD card, but it comes with a free setting of these ‘download’ games and as that list improves the people will select the Amazon equation. You can all go into denial that this will never happen, but a setting where bills are strangling you, that $10 can given you dozens of games and a gaming setting that families can afford. Yes, when they cannot afford one, they cannot afford the other either. But there will be a large group of people who can only afford one. And that will escalate. Now take congestion in the mix and people are paying for something that cannot be delivered for whatever excuse the telco gives us and in Australia Optus has had its share of excuses, so much so that there is a senate hearing on Optus. And it is the first one at present. I reckon that soon enough others will have their congestion and outage issues, this might be the year it comes to blows all because too many were sitting on their hands and it is not merely Australia. EU and US will have their own issues soon enough. In addition to that Germany and France have massive rural area’s where the minimum bandwidth is seemingly an issue. That issue is seemingly and there is no real open data. Those who have the issue are (as I personally suspect) hiding this. As such a fat client solution could decrease bandwidth pressures and allow people to game there, at least those lacking a console or PC. 

As I personally see it, going fat is not the best way, but it is an option into the future, so how about it Laura ;-)?

Now consider the Amazon solution with dozens of awesome remastered games added to the mixture? As I see it it is better than what is now, the Microsoft spin only holds water for so long and whilst too many are following that Microsoft cult, Tencent with its handheld is about to gain real gamers globally and that was what I always predicted. They question becomes which of the two is gaining the additional 50,000,000 gamers the quickest in phase one? When that part becomes reality Microsoft will have lost another battle, all set to meaningless banter like ‘We have the most powerful console in the world’ which is not a lie, but Nintendo with its weakest console surpassed them with great ease and now Tencent is about to become the next favourite taste of gamers. Amazon has options but it is not clear for how long. They are establishing themselves, yet outside issues like congestion will halt them for some time and this is the kind of game that standing still get you to lose the race. 

Enjoy this Thursday, the first weekend of the year is only a day away.

Leave a comment

Filed under Gaming, IT

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

January 2, 2024 · 23:28

Change starts now

Yup, that is the setting. We can ignore it. We can deny it and we can oppose it. All choices that any of us can make. Are they correct moves? You tell me. I am not saying what you need to believe, I cannot say what you have to trust. But change has started. It basically started lat year, but now the changes start adding up. To see this we need to see the article in the Saudi Gazette (at https://saudigazette.com.sa/article/639241). There we are given ‘Spending of visitors to Saudi Arabia soars 72% to SR100 billion in first 9 months of 2023’. Now we can wonder how much it is, but it amounts to $26,000,000,000 dollars more spend in the Kingdom of Saudi Arabia. Some will say ‘so what?’ And I get that, I have nothing to gain there either. But the fact is that the bulk of all tourists can only spend their money once. This implies that the 26 billion spend there is not getting spend anywhere else and that will matter to a whole range of people. Now, for the most I reckon these are Muslim tourists and they decided not to spend it in Amsterdam, London, Paris or some place in America. The part of the 72% more also matters. It means that as a tourist destination Saudi Arabia is starting to appeal to a whole lot of people. It means that plenty of other economies will not be getting them. As such, when a place like Australia gets only 1 billion less, it will be felt on most corners of any street. Not much mind you. However, there will be an impact. So, what do you think the impact is in London, or even America. America has had bad news after bad news and now there is one indicator that tourism has been impacted in America. It is only one indicator. I reckon that if places like Dubai also sees a larger growth. Places like Tokyo will most likely lose out. 

The fact that Saudi Arabia has been trying to appeal to a larger audience for tourism goes way beyond Islamic tourists. The moment their winter resort and their other places start opening up in the next 4 years, European and American tourist destinations will need to cater in a whole new way and they are for the most broke. They catered to self for so long that there are too little reserves left. The fact that more and more people are considering the UAE as a theme park destination over Disney-world is only now beginning to sink in. Ron DeSantis really messed that up. We get news messages like “Yes, fewer people are visiting Disney World, but the company has shown that it can raise profits by doing a better job serving fewer guests.” It is my speculations that either revenue goes down, or they will cater to a ‘wealthier’ audience, which implies it is a slippery scale to bad times for them too. Then Florida lose a 1 billion investment option by Disney (thanks to their own governor) and at that point an image starts to shape. Be careful what you see, because one swallow does not mean summer has started. Yet the larger stage that Saudi Arabia is creating will imply that their $26 billion windfall is merely the start of more. It does not guarantee success, it merely means that failure is almost no longer a consideration for Saudi Arabia. These things are not the same. But the thing that matters to me is that if that amount was spend there, it was not spend anywhere else and that is the stick that western tourism needs to deal with. There is every chance that it is already to late. There are a few indicators that the Muslim population (which is closing in on 2 billion people) are selecting Saudi Arabia and the United Arab Emirates as their destination. That is the takeaway that I am seeing from a few articles, not just the one I am referring to now. 

There were more indicators and I wrote about them last year, but to see the result of 72% more in the last year is a definite number that has a much larger impact on global tourism. We will hear all versions of wisdom on how ‘experts’ say that there are solutions. I wonder where they are. You see the west and America specifically haunted the Islamic population and that population is looking for other places to visit. Now this will not imply all Muslims, but consider that 400 million go on vacation in 2024. The chances that they select Saudi Arabia and/or United Arab Emirates over all other destinations is not a large call to make. These players have been catering and perfecting their offers for a few years now and the hostilities they all faced everywhere else has them reeling for a solution and these two players have offers in spades. So as we see 2024, we need to keep an eye on what revenue goes where because the impact is close to global. 

Change is starting to become visible now, but it started last year and as these two deliver more, more and more muslims will consider another place to visit. Preferably in a place where they get a decent treatment as Muslims. It was never a hard sell, it was pretty obvious to begin with.

Enjoy today.

Leave a comment

Filed under Finance, Tourism

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

December 31, 2023 · 07:56

Here come the drums

That is the setting I saw yesterday. In the Netherlands We hear from the General of the army, or as some would say ‘hoogedelgestrenge generaal Martin Wijnen’ In most not so Dutch linguistic settings we can suffice with General Martin Wijnen. (At https://www.express.co.uk/news/world/1850033/dutch-army-war-russia-eu-nato), in the article ‘Dutch must prepare for war! Army boss BEGS nation to arm up ‘as Russia getting stronger’’ we see the clear warning. There are too many indicators that Russia has no intent on stopping with the Ukraine. I used the British Newspapers Express. They weren’t alone, but at times we need to change venue. Whilst we might not agree with “The Dutch army chief has raised the alarm that “Russia is getting stronger” and that leader Geert Wilders, and his counterparts in the EU, needs to better prepare the Netherlands for war with Putin’s forces.” The clear truth of the matter is that Russia is about to mobiles up to 2.2 million soldiers. It is the old ‘dumb marketing strategy’ throw enough resources at a problem and the problem goes away. No matter how strong the Ukraine is, with that many additional soldiers they can just throw themselves at the Ukrainian battlements until the Ukrainian bullets run out. Not really the humane approach, but we never bothered to call Vladimir Putin out on that quirky detail did we? 

We were also given “The Netherlands should not think our safety is guaranteed because we are 1,500 kilometres away [from Russians].” I tend to agree. The fact that several nations are now sending weapons to Russia is also a factor. Russian junk is about to be replaced by working materials. The Ukrainians might have sunk a boatload of drones, but that is not all that is going there, is it? 

In addition we were given “The Netherlands is one of the founding members of NATO and is a staunch backer of Ukraine. Last week, outgoing PM Mark Rutte announced that his country would be sending Volodymyr Zelensky 18 F-16 fighter jets to fight the Russians.” Russia is unlikely to take kindly to that and there is no indication just how ready Germany and Poland are for an direct conflict with Russian forces, that 1,500,000 meter barrier is not going to last long is it? The best outcome is to make sure that the Ukraine wins this war, but at the speed that Russia is bombing the Ukraine, there might not be much left of it in the next 26 weeks. After that? I fully believe that the Ukrainians will fight for every inch of the Ukraine, but when there is nothing left one of the few options remaining is to fight Russia in Russia and that is a very different war, one they are less equipped for. 

As such I believe there is a lot of merit to the words of Martin Wijnen. The fact that the new Prime Minister of the Netherlands is pro-Russian will not help matters much, although the moment one assault on the Netherlands takes place he better change direction, or become the first Regent to face the deadly mobs since the execution of Johan de Witt on August 20th 1672. But not to worry, I feel certain that the media, YouTubers and TikTokkers will be there to cover it all in 4K.

The words of the general sound true. There is a worry and the worry should not be trivialised. No matter how it continues with the Ukraine, Russia needs a win, it needs one soon and Putin needs one to appease his Kremlin cronies. 

We have seen the damage that the Ukraine has dealt Russia, but they have a lot more and some of it actually works. My biggest fear is that Putin takes a lesson from the Hitler playbook and takes out a city in the Netherlands, not unlike was done on May 14th 1940. To think of that, how long until France, Germany and Belgium face that very same danger? I have no idea, and I reckon the rest of the world would instantly turn against Russia, still, there are too many ‘what if’s’ in that equation and I (for the most) hate what if settings. It fuels too much super good, or super bad thinking, extremes away from the expected and most unexpected norms. It fuels the wrong part of the thinker, which I personally believe is never a good thing. 

In all this General Wijnen is not alone in this setting, but I do believe too many nations remain silent on the matter. Germany spoke out for strengthening their armed forces, but in this setting the United Kingdom did not, neither (as far as I am aware) did France and for the most their Legion Etrangere is the only one ready to face whatever comes their way. And these 9,000 troops, their Legio Patria Nostra (or as I gigglingly call them, the well educated fathers of the night) could deal with about 40% of the total of Russian forces, but what would be left for the Dutch? OK, still enough, but France and Belgium better get ready to consider the darker setting of Europe as we consider the words of General Wijnen. 

So now on a lighter tone, it is time for the same joke I have been telling friends for well over a decade.

Q: Do you know the definition of sex 2023?
A: Todays is the last day to find out.

Enjoy this final day and stay safe around fireworks.

Leave a comment

Filed under Media, Military, Politics

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

December 27, 2023 · 14:46

The carrot game

This is not a setting where we get entertained by Jasper Carrot (British Comedian). No this is about another game. To see this we need to take a look (at https://www.thedefensepost.com/2023/12/26/us-military-training-saudi/) where we are given ‘US to Provide Military Training to Saudi Arabia Under $1B Deal’, you see, this sounds fine. Especially as training a fighter pilot (allegedly) costs $5.6M to train an F16 pilot and $10.9M to train an F22 pilot. The numbers add up quickly and as the article states there are more options there. What took me was “The latest agreement was made amid reports that Washington is considering the resumption of offensive arms sales to the Middle Eastern country.” When you look at “considering the resumption” that is the carrot. It is too late for that, or perhaps I need to be slightly more direct. Or you commit, or you get the fuck out of the way. That is the setting. America has wasted more and more and now they either commit or see their economy collapse, because without Arab billions (Saudi Arabia and the UAE) with support and additional sales to places like Egypt this party is taking of towards Asian borders. Now I do not care either way, I get no commission from any of this (alas). But the carrot game is too dodgy at this point and America needs to wake up. This is the final stretch. Baseball players call this the bottom of the ninth and the game was spoiled, crushed and squandered by egocentric players, diva coaches who were considering THEIR limelight and that list goes on and the media had a part to play as well. Now America needs to either commit or vacate the area. This is seen in other ways too. Defence One (at https://www.defenseone.com/business/2023/09/lockheed-hungers-f-35-sustainment-deal-pentagon-says-it-might-not-happen/390380/?oref=defense_one_breaking_nl) gave us in September ‘As Lockheed hungers for F-35 sustainment deal, Pentagon says it might not happen’. A stager I reported on months before that is now coming to fruition. Lockheed (under Pentagon scrutiny) have priced themselves out of the market. As such consider “Lockheed Martin says a new five-year deal to sustain the F-35 fleet won’t be reached by the end of this year.” Now consider what you saw with considering a resumption. So one side cannot afford and the other side will not deliver. How is that not a recipe for disaster? And lets be clear, with the Russian strategic gambles the USA and its NATO partners need to get as much revenue as possible. Especially as news is increasing that the Ukraine is low on ammunition. A stage no one wants to see. Because the one fighting team (team Ukraine) is the only thing preventing Russia to expand into Europe. They might be down on troops, but the Kremlin is not short of delusional aspirations. As such the defence blunders that are coming needs to be avoided and as such there is no space for “considering the resumption” it is way too late for that. On the other hand, the more revenue that is headed for the French coffers, the more France can contribute and that would be novel, the US has not depended on France since 1784 when it was still called the Kingdom of France. Then America didn’t have any revenue, now it has nothing left. As such there will be consequences for America. Which ones? I cannot say, I cannot even hazard a guess. But there are still the notions of France and some kind of alignment to the BRICS constellation. To what degree? There is no open data supporting it, but the news had been spreading. Russia is the only one against it, but as things go there won’t be much of a Russia left. On the upside as Russia is sending its troops to the slaughter there is every chance that Russia (whats left of it) ends up being the first matriarchal nation on the planet. If it happens it only took 3 years to get there. 

In these rocky waters and these larger changing stages America has little choice to either put up or shut up. Feel free to disagree, but look at all the data, do not trust the media by itself and you will see that there is a hiatus on data on several levels and the media never covered that? How come?

As such the NATO players need to reconsider who gives them what evidence and who exactly benefits the spreading  of filtered news. It is a simple enough question. Enjoy the few days between Christmas and New Years Eve.

Enjoy.

Leave a comment

Filed under Finance, Media, Military, Politics

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

December 22, 2023 · 23:44

Collected work

This is what we see at times, we see several cogs, we see that there is a connection, but we cannot see, or comprehend the connection. I am no different. I miss things at times. I am not smarter than you all (merely smarter then some). 

As such we see news, but can we see the connections? I started it yesterday with the phrase “it is a place where the bullies and the woke decide on the fate of others, regardless on what the others want” now we get a few settings, all at the same time. The first is ‘Trump caught on tape pressuring Wayne County officials not to certify election’ (at https://www.independent.co.uk/news/world/americas/us-politics/rudy-giuliani-bankruptcy-new-york-election-b2468135.html) There we are also given “Rudy Giuliani, filing for bankruptcy after being ordered to pay $148m in damages to two Georgia election workers he defamed” You see, this is weird, especially when we see ““No person could have reasonably believed that Mayor Rudy Giuliani would be able to pay such a high punitive amount,” spokesperson Ted Goodman said.”. Rudy is a politician, a lawyer and Mayor of New York from 1994 to 2001, as such, how many defamation cases did the city of New York face between 1994 and 2001? Did any media look into that? Was there any way out of this? The more you look into the matter, the worse it gets, the less the media seems to check, the less politicians seem to do in equal measure (example Zelensky and false yacht rumours). 

Now we see, through ABC (at https://abcnews.go.com/US/fbi-surge-threats-colorado-justices-ruled-trump-primary/story?id=105855615) ‘FBI looking into surge in threats against Colorado justices who ruled Trump can’t be on primary ballot’ it is here that the bullies are shown in force and the insurrection on January 8th 2021 shows just how much problems America has. The bullies are seemingly taking over. In all this they have a larger problem. If this isn’t stopped now, it goes out of control fast. When supreme court judges are swamped with threats, the problem is now starting to look largely out of control and it gets to be worse. On one side we see that 16 states are moving papers to remove Trump from the ballots, and even if that happens, when the primary starts and whomever gets that part decides to put Trump on the ballot America faces another danger. When his ‘friends’ are given leeway and convictions overturned or removed the danger of chaos increases by a lot. If the FBI remains incapable of stopping insurrections and prosecuting bullies the chaos starts in another direction. No matter how that goes, American business will take a massive dive in revenue and that gives America another turn of bad luck and it already has several bad turns to deal with. So whomever (especially Americans) think that I am full of wind and this will never happen ready up on what is going on. The fact that the two media cases on disinformation (Giuliani and Jones) still have no end in sight, the victims are deprived of all funds coming to them and now that Jones is on X and has (according to some) 800,000 followers you should see just how bad things could get. But there is an upside (possible) the amount of nations that will take in Americans is vanishing faster than snowflakes in a heated oven.  In all this America has prized themselves out of many markets, and as such the largest danger becomes will America implode and become a haven of dangers. Some state that the US economy is growing less than ‘predicted’, but it is worse than that. France has gained defence contracts that America was hoping for, so that is $8 billion less. China is gaining more projects in construction, defense, telecom and infrastructure. So they are up more billions and America loses additional billions. So what was not clear here? This has been going on since 2020 and the media was taping over these issues with flammable content. In this the EU is not out of the woods either, more issues are rising and when we add the ‘free Palestine’ and ‘Just stop oil’ cults all over the EU, the picture becomes slightly more complete. They are seemingly heading towards an equally bad place. So feel free to disagree, but the writing is on the wall, on the web and on the Walkman. You merely have to look on what is real and fake and that is another matter that needs attention. Media is too much about fake news. The BBC gives us that a former US Marine (now living in Russia) was allegedly behind the story that Volodymyr Zelensky bought two yachts. Not only was the news false, at least one ship is still for sale. I do not care, but fake news has impact. It seems that members of the US Congress making crucial decisions about military spending were repeating the accusation. Apart from the stupidity that members of US congress have on not vetting information. According to the BBC Tom Tillis, a Republican Senator is one of those less-intelligent people. 

All these matters are important as they connect to a dislodged population and a very dislodged administration (Congress). As such the collected works of bullies and false prophets are now in full swing all over America and I am not sure if the FBI and CIA are equipped to deal with it. The CIA because not only is this a former marine, he is setting the stage from Russia no less and it is impacting US politics and policies. The bullies threatening Colorado judges are getting away with it and the FBI seems unable to deal with this at present. So I think I made my case. There is a stage with collected works and the are diverting the light, the cameras and are giving the limelight to fake news, that is how I see it.

Enjoy the day, the Saturday before Christmas is now 20 minutes away.

Leave a comment

Filed under Finance, Law, Media, Politics

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

December 15, 2023 · 20:28

As roles unfold

I made mention on this in ‘Egg timer? What egg timer?’ on November 29th (at https://lawlordtobe.com/2023/11/29/egg-timer-what-egg-timer/). I also mentioned these dangers several times more, going all the way back to September 9th 2021 (at https://lawlordtobe.com/2021/09/09/lemon-of-the-century/) when I wrote ‘Lemon of the Century’, there were clear signs, there was clear danger to the revenue of America and now we see ‘Dassault CEO talks Saudi interest in Rafale, takes a shot at F-35 and reveals FCAS details’ (at https://breakingdefense.com/2023/12/dassault-ceo-talks-saudi-interest-in-rafale-takes-a-shot-at-f-35-and-reveals-fcas-details/). This was always going to happen, but now the damage to US revenue is increased. Saudi Arabia is now seriously considering 54 Rafale aircrafts. That will set American revenue back a few billion, eight to be more exact. And that is not all, when you consider that 171 have been bought by Riyadh’s neighbours, there is now a larger setting for SAMI to start talking on munitions and rocket factories in Saudi Arabia, in line with the SAMI goal of 50% of productions to be done within the kingdom in line with their 2030 vision. And through that America loses even more revenue. I reckon that France will go along if there is something in it for them and France spreading defence industries in Saudi Arabia opens up a few more options for them too. All that and it was not in the wind, it was a wind blowing negativity to the US coffers. As such the hardship for America is more then just starting, it is starting to gain speed making the American industry losing more and more revenue. All that through ego, how stupid was that?

And whilst all the players are boasting what they have coming and what more then could get the CEO of Dassault Éric Trappier will be doing it setting the annual forecast well over 15% higher, revenue the other boasters will not have and America basically has that much less. If they boast we got enough, they are correct for now, but what more is there to be lost and what options will China offer? The Chengdu J-20 is still there being a tactical and commercial threat to all the other 5th generation stealth providers. A setting we would never have considered realistic is now unfolding and I saw it ahead of all the other analysts. Makes you wonder why they get so much money to begin with.

And in that light, how much revenue will the others lose when India signs those papers as well? Christmas came early for Dassault Aviation. That much seems clear to me at present.

Enjoy the day.

Leave a comment

Filed under Finance, Military, Politics

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