Tag Archives: France

A mined pathway

There is news out there. It is coming from several sides making it slightly more reliable, yet the path that some seem to shine on is actually a very dangerous one. Now, let’s be straight, I am no fan of Iran, they overstepped the mark again and again and as such they are a genuine danger. Yet, the steps that we see contemplated is one that is slightly too dodgy as I see it. Don’t get me wrong, there are plenty of sanctions in place, there is all kinds of pressures on Iran and the direct threat that they pose to both the state of Israel and the Kingdom of Saudi Arabia is more than enough to make us all act against Iran, yet when we look at i24 News (at https://www.i24news.tv/en/news/international/179007-180708-mossad-chief-secretly-visited-washington-to-coordinate-on-iran-report), it is not the travel plans of Yossi Cohen, the El Jefe of Mossad that is an issue, it is the quote “held meetings with senior White House officials to discuss Iran” that needs more light. You see, a man like Yossi Cohen does not leave his operational bunker unless there is something that needs to be communicated directly. There have been all kinds of water-cooler chats on active operations (as some put it) in Iran to create more destabilisation. The Middle East Eye gives us “Is it the government’s policy to pursue regime change in Iran? Do they think the MEK actually have popular legitimacy in Iran?“, “This prospect moves the US and Iran closer to a direct military confrontation” from Forbes and “some segments of the economically driven protests are likely driven by Iran’s factional infighting over the direction of Iran’s policy, particularly within the context of elite disagreement on how to manage and mitigate the impact of US sanctions” from Nazanin Soroush at IHS Jane’s Intelligence Weekly. Now, realise that these three quotes are not on the same topic, yet the word of the week regarding Iran is ‘destabilisation‘. This is actually a lot more dangerous, it has the distinct danger of setting the people optionally against its own structures and the military tends to act rather negatively on that setting. Iran lost a lot of face and options with the Nuclear deal when the US backed out of it and even as the EU seems to be driven to keep it alive at the expense of every risk, the dangers are putting pressure in the wrong places and the visit from Yossi Cohen towards the US leaves us with the thought that more is coming. In this, the news that was given yesterday with the French shipping company CMA CGM pulling out of Iran is only increasing pressures. So even as Iran says it needs more help from Europe to keep alive the 2015 deal it worked out with world powers to curb its nuclear program, we need to consider that the Nuclear deal is unlikely to be salvaged unless the EU makes very large concessions making things even harder on the US-EU front. In this the prospect of being banned in the United States appears to have been enough to persuade some European companies to keep out and several others are now reconsidering the options that they have.

In all this, the news of internal actions remains on the table, yet I feel that this is not the best move to make. Part of the drive here is likely the news that had been around, in this former CIA officer Phil Giraldi gives us “what happens when Washington tries to sanction the Central Bank of China over business dealings with Iran — utter chaos on top of the already existing trade war!” This is a dangerous development and it is the most likely of settings that the US will want to avoid it, and some of the players are eager for a swift victory (yea right!), so here we have the dangers that the US will be pushing, or asking Mossad to contemplate to act directly in Iran, optionally in conjunction with CIA teams. If destabilisation is the operative word, there will be the implied dangers to all kinds of infrastructures (highly speculated by me here), and that is not the best of ideas. You see, even as there is Iranian opposition to both the clergy and military. A direct intervention in Iran, if proven could unite the people with the military and that is a dangerous step for both Israel, the US and Saudi Arabia. As there are internal conflicts Iran cannot and will not completely commit to the open setting of actions against the three nations. If the people unite the picture changes drastically almost immediate and that will most likely impact Saudi Arabia and Israel in the first instance, in addition to that Saudi Arabia would become a more visible target for Hezbollah overnight (with all the direct actions that follow), all issues that need to be avoided.

So how wrong am I?

I could be wrong, I honestly gave to some of the parts the setting that it was speculative, yet the quotes are from a collection of newscasts and news publications, the fact that some of it is not supported on an international setting needs scrutiny, yet the direct facts of additional pressures on Iran are clearly published making it much reliable. The additional fact that Haaretz released information that the IDF made their donations to an Iranian Air Force Base Near Homs, giving it loads of rubble is also clear indications that Israel is more and more active against Iran, yet there we must still consider that their actions remain still focussed on the Iranian presence in Syria (for now). Yet in all this, the setting is still not complete, there is evidence (a slight exaggeration) is pointing that Qatar is increasing its ties with US and Iran. Even as Haaretz gives us: “Treasury Secretary Steven Mnuchin sat next to the minister, Sheikh Mohammed bin Abdulrahman al-Thani. “You have been a great friend to the United States,” Mnuchin told Thani, praising Qatar for its cooperation on counter-terrorism financing efforts“, it must be looked into who instigated the Qatar-Iran ‘warming up’ party recently. If it is Iran then it is merely a tactic to increase policy gaps all over the Middle East, if it is Qatar, the issue becomes a larger problem. You see, just over a week ago, we saw the continuation (source: Arab News) through ‘Qatar will pay a price for its financial links with Iran‘, this is not news as it was going on for close to a year, yet if the previous setting was opened by Qatar, it implies that Saudi Arabia has a larger problem and even as the initial target might not be Saudi Arabia as the quote “Traditionally reliant on Dubai as a financial bridge to the outside world, Tehran is now looking to find new safe harbors to protect its financial interests, and Qatar is in its crosshairs. If Iran succeeds in building such a relationship with Qatar, it will be in a far stronger position to endure and evade US sanctions” implies, which makes operational and tactical sense, the secondary setting is that Iran could gain a more direct path of access to Saudi Arabia. This opens up Iranian settings towards Al Hofuf, Al Kharj and from there interference directly into Riyadh becomes (even though a far-fetched one) to Riyadh, all this at a time that Saudi Arabia should be focussing on Yemen and Hezbollah. It would force itself to instigate stronger internal security measures, all costing resources.

In the end

As some of this requires better access to data that goes beyond open source we need to learn (over time) if we are confronted with Iran playing a game of Fox and Rabbit, or is there more going on? Let’s not forget that Qatar has its own issues in the game, with Turkey in the mix on that level as well, the game is becoming much harder to read, especially when the intelligence setting of data is set to a much higher level than yours truly has access to. That part is not just seen in the January setting that Al Jazeera gave with ‘Qatar’s investment in Turkey exceeds $20bn, the second highest by any country‘ (at https://www.aljazeera.com/news/2017/10/turkey-qatar-strategic-alliance-171024133518768.html), the time lines and the weighting of the official and unofficial settings, these two matter as one does not merely invest $20 billion in a nation that has no real economic investment values, and when we consider that a large chunk of that party pie is about opening paths of facilitation the considerations we need to have tends to change by a fair bit. Even as the news was given in January, the setting of such an amount of money goes into a timeline of at least two years, so there is more to take notice of, especially now. So even as Al Jazeera makes a big thing on the import of milk and beef, the amount given could feed every Syrian refugee for close to three years, the math does not add up. there is however no telling what the actual settings are as the open books and the second balance need not be the same, and might not be set in covert needs, merely in non-taxable, or 100% deductibility reasoning, the mere legal application of tax avoidance could make all the difference.

Sometimes clarity of data tends to become murky, intentionally done for the mere reason as to avoid that supervillian (taxman) to gain access to the intended funds. If you doubt that reason, feel free to ask Ruth Porat (CFO Google) and Luca Maestri (CFO Apple) on the hardships that this supervillian (taxman) gives them.

 

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Cheese Pizza with Oregano

I love Pizza, I hardly ever get it, merely because the people here tend to rely on Domino’s and Pizza Hut and neither tends to be a true pizza (as I personally see it). As I walked through Sydney over the last week, it dawned on me just the massive lack of actual decent Pizza places in Sydney. It is almost like they are no longer in a sustainable environment. People got used to the cheap solutions two chains bring and they call it Pizza. All the people in the neighbourhood accepted it as the real deal and now, we forgot what true awesome Pizza is like. Now, I am a little off the wall here. I love my Cheese Pizza, with the 5 cheeses and loads of Oregano on top. So when I think Pizza, I always think of the Bravo Trattoria Pizza’s at Crow’s Nest, they are my favourite! Yet, is it about pizza, or the place, or what Pizza actually is? You see, it does matter when we consider the Financial Review (at https://www.afr.com/personal-finance/italys-debt-barely-sustainable-ubs-chief-economist-20180601-h10uun), we see here what I said weeks ago and last week to some degree. When we see “Italy’s debt-to-GDP ratio of 130 per cent is “borderline sustainable”, the UBS top economist says. There is a level of the primary budget surplus which keeps debt stable, and above which you can begin to pay down your obligations, Kapteyn explains. For Italy this figure is a surplus of 1.3 per cent of GDP, versus the actual surplus of 2 per cent. It’s a skinny buffer of around 0.8 percentage points which at current debt levels “doesn’t inspire confidence”, Kapteyn says“. That is merely the tip of the iceberg. The issue is not that it is Italy, it matters more that it is one of the big four. UK, France, Germany and Italy are the large economic suppliers of a 27 nation bloc where they basically represent well over 50% of the EU economy, the fact that they all are in deep debt does not help and the fact that the UK is getting out, or is that ‘was trying to get out‘? So when we see add the issues of the UK and now we see how the Italian issues are growing and France is not far behind. A 27 nation failure due to the inability to set proper budgets, deal with debt levels and add to that a failed economy jump start that is now close to 3 trillion Euro printed with no real prospects to pay for any of it. That revelation is why Italy seems to be vacating the union. The action by President Sergio Mattarella by rejecting the Eurosceptic finance minister and put in his place Giovanni Tria a pro-EU professor. This is perhaps the first setting where we see that voting is no longer an issue for any government, the holier than thou setting of protecting the Euro and the EU against all odds, whilst those in the EU commissions are massively overpaid is setting the foundation of a dangerous mindset. The issue that the AFR is bringing to light is “markets are not pricing in the risk of an Italian exit, they are repricing the risk of a Italian default“. I always rated the Iexit (aka iLeave) setting very low, the two populist parties in charge was not that realistic in 2016 and when Marine Le Pen was ‘surpassed’ by a former investment funds manager we were all wondering what would come next and I thought it would lower the chances of the populists in Italy. And the news is not getting any better. We see that with “The European economy hit a wall over the final months of last year, with growth dropping from a quarterly growth rate of 0.7 per cent to more like 0.4 per cent. Economists are unclear of the reasons for the slowdown, but broadly believed the European economy would quickly rebound“, the issue I personally see is ‘broadly believed the European economy would quickly rebound‘, not the slowdown. You see there is no evidence that there is an actual quick rebound. There is every chance that there will be a rebound, but it will not be quick. The fact that these so called experts are all thumbs when it comes to their forecasting and with 0.3% unaccounted for, we can see that they are in the dark or playing the bad news cycle. I personally believe it to be the second one. And the Italian issues are increasing. Not merely the debt settings, it is a changed political landscape. Even as Paolo Savona was replaced by Giovanni Tria, there is still “Mr Di Maio will be vice-premier and minister for labour and economic development, including trade policy. Matteo Salvini, head of the League, will also be vice-premier and interior minister in charge of immigration“. This we got from the Financial Times (at https://www.ft.com/content/79cf905c-64a8-11e8-90c2-9563a0613e56). This duo is going to be a lot more important than even I initially thought. They now have a handle on labour economic development and immigration will see larger changes. There is no way to predict whether that is good or bad. If we listen to people like George Soros we are instantly rejecting liberalism, because it is easy to be a liberalist when you are a multi billionaire, yet he had no issues to short sell US$10 billion worth of Pound sterling, earning a billion in the process during the 1992 Black Wednesday UK currency crisis. He did nothing wrong, he played the system when he could and make a billion. Things like that never go away and he must regard the EU zone as a very profitable short sell opportunity, which makes whatever he is trying to do dangerous, so in that light all his settings for “Best for Britain pushes for second referendum on Theresa May’s deal with EU“, a cause he is backing is very dangerous. In this by pushing the UK away from Brexit, the pressure on Italy decreases. The dangers become that irresponsible spending in the big four can go on for several more years and there is no way to control the ECB and their puppet masters. Unelected people deciding on the descent of financial futures in 27 nations that is how I personally see it. You can agree or disagree, yet ask yourself when was the last time that any European got a decent explanation on who of how the 3 trillion euro spend was going to be dealt with? You see over a decade in an economic setting that is close to the late 90’s, whilst keeping strict austerity in play all over Europe. There is quite literally no way that this will happen, because politicians will adjust their policy towards any speculative proclaimer of ‘the European economy would quickly rebound‘ economists, whilst not prosecuting them when they get it wrong (merely because making any claim of expectation is not a crime, is it?). A setting that the people have no chance of winning, hell, they won’t ever be able to break even on this. This shows that Brexit will be a hard, but the better way to go. When billionaires start proclaiming how bad it is and how ‘we all’ can get a better deal that is when you become afraid for your life and that is what is at stake. And we see this in the Australian Financial Review with ““creeping into the market”, Kapteyn says – “a potentially dangerous one”. After the glory days of 2017 in which investors basked in a globally synchronised upswing, markets are now faced with the potential return of the two-speed world economy: the US vs the rest“, so when we get “America’s economy is growing around 3.5 per cent; some independent analysts estimate growth as fast as 4 per cent. Europe is “at best” growing by 2 per cent“, that shows the dangers, because as George Soros is getting the winnings, the other players do not, from my point of view it is a form of leeching, leeching Europe dry for the term of a generation or better. You see again it is a personal view, it is why Best for Britain is getting the support, it is about delaying Brexit at the very least for as long as possible, merely because it stops the game people like George Soros are likely to be playing and when that stops Europe can start bringing things about, hopefully for the better, especially as the ECB will be forced to print money for all kinds of dubious reasons, dubious because kick-starting the economy after you printed 3 trillion to try it twice is just ridiculous, that money has to be paid back at some point and everyone is in denial about the latter part.

Yet this is still about Italy, not the UK. You see, Italians want what is best for Italy and I am fine with that, I believe in a healthy sense of national pride. Yet with “Italy’s debt-to-GDP ratio of 130 per cent is ‘borderline sustainable’” they are facing an ugly truth, Italy needs to face 5-15 years of Austerity, yet with the ECB trying to economically equalise Europe, at the cost of the big four, so it amounts to Italy trying on top of an economy for 60 million Italians, whilst they are weighted with invoices for close to 250 million Europeans who can’t be bothered to get their house in order. it amounts to giving an addicted gambler $500 whilst they are only allowed to use $10 for gambling, you tell me how long it takes for things to go really wrong, and that is pretty much a given on this situation. It was seen in the Netherlands 2012 and 2013, and now we see, when we look at the Dutch government statements with in September 2017 we see “The economy will grow by 3.3% in 2017 and a projected 2.5% in 2018“, we see the EU commission giving the Netherlands a ‘mere’ 3.2% last month for that same timespan. Now the 0.1% is actually pretty good, but it is still dangerous when it is a 0.1% in Italy, the issue is seen when we see that the Netherlands has a 65% debt level against Italy at 130% of GDP, and the Dutch are actually in a much better position, so the 0.1% is no actual pain level. Portugal, Spain, Greece, Belgium and Italy all have debt levels well over 100% of GDP, several other nations are somewhere between 60% and 80% of GDP, whilst France is at 99.8%. It is the debt levels that are excellent for banks and not so good for the people. You see, when the big four are required to pay €254 billion in interest each year and that is just the large 4, how do you think that this gets paid for? A decade of inability to set a proper budget and all this is before we consider the €3,000 billion that the ECB printed for what they call Quantative Easing. That is what Italy needs to get away from and at 135% they have the hardest job of all. So when you see that all that money goes all to the banks, short sold loans that they never had the money for to pay for can you see just how dangerous the George Soros setting is in all this? It all impacts Italy to some degree. These are not merely the facts; there is also presentation, representation and misrepresentation. The issue is in the Australian Review, it is the view of Arend Kapteyn. Yet where is he at when he gives us “We are only now at the beginning to find out how responsible or irresponsible [the new coalition government] are going to be on the fiscal side“, you see, the setting then becomes what is irresponsible? Being not pro Eurozone, being forced to default whilst the alternatives are just too unacceptable for the Italian people? So is he the pro greed setting, or the pro solution setting, because with such debt levels we can almost unanimously accept that these two choices are mutually exclusive. The most interesting political part is that Enzo Moavero Milanesi is now Minister of Foreign Affairs. I would have thought that the populists wanted that part for themselves, the fact that this post is now with an Italian independent is an interesting choice, if the populists can work with this setting and use it to maximise their economy by setting new option and opportunities, Italy gets an optional path where minimised immigration and maximised economy could have a setting where the Italian unemployment rates could fall to a number below 10% over the next 24 months (highly speculative on my side). If they pull that off, the entire euro sceptic setting could grow a lot faster than would have been possible with Paolo Savona in the mix.

No matter how you slice the Pizza, the factual and actual quality Italian dish is under massive amounts of pressure on several sides and any Italian thinking that their life will get better in the short run is just gobbling down a [Unnamed Franchise] Pizza, bland food that look like a UFO and tastes not as great. The fact is that like Germany did earlier this decade, Italy will know 5-10 years of hardship, yet when persevered Italy could have an actual growing economy for a much longer time, something to look forward to (if you are Italian). Can this government pull it off? That is hard to say because it has been shown that the actions of the ECB are close to non-stoppable and that will still impacts the bottom line. It is good for America and George Soros in the short term, yet after that they will not care and Europe will not be going anywhere ever soon. That danger is just ignored all over the place. Just 2 days ago the Financial Times also gave us “There are still two weeks to go before Riga, but naming an end date for QE right now would be like the ECB shooting itself in the Italian boot,” said Carsten Brzeski, economist at ING-DiBa. “The Italian situation has tilted the balance towards the doves [and] clearly calls for the ECB to keep its options open and even to make clear that they will extend QE at least until December” (at https://www.ft.com/content/dd6b5d70-6413-11e8-90c2-9563a0613e56), which is already an extension of well over a year. so when we see “The ECB has pledged to reinvest an average of €15bn a month over the first four months of next year, using the proceeds of government bonds bought under QE that have now matured” in that same article, we need to consider ‘bonds that have now matured‘, so that danger is seen in the Spanish setting where we see from some sources: “Spain will have refinancing requirements that exceed €300 billion per annum before 2022. In 2018, 41.2 billion euro, in 2019, 82.4, in 2020 83.9 and in 2021 58.5 billion euro, with 60.4 billion maturing in 2022“, so this fiscal year Spain will be required to find €41 billion, or increase taxes or cut services, and it will be twice that amount next year around, so how exactly is Spain in a setting to get the economy back whilst the debts are rising beyond normal control? Italy faces “84 billion euro maturities in 2018, 161 billion in 2019, 164 billion in 2020 and 172.5 billion euro in 2021” do the Italian people know that they are in such deep and hot waters? I wonder, and when they get confronted with that part of the bad news cycle, what will the previous and opposition then proclaim? I wonder if we will see true honest coverage on that blame game. I will order a decent Pizza to watch that unfold, because there are merely the two larger players in the EU-debt zone bloc confronted with the hardships that will hit them hard. Pushing these debts forward is just not a workable solution, not when the debt exceeded 130% of GDP, if you doubt my words, just talk to the average Greek in Athens and ask him how his quality of life is nowadays.

So as you wanted that your slice of life included a slice of pizza, consider the 99% in Italy who soon face the reality that they are no longer able to afford that for a long time to come.

 

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It’s a kind of Euro

In Italy things are off the walls, now we see ‘New elections loom in Italy‘ (at https://www.theguardian.com/world/2018/may/27/italys-pm-designate-giuseppe-conte-fails-to-form-populist-government), where it again is about currency, this time it is Italy that as an issue with ‘country’s Eurozone future‘. In this the escalation is “the shock resignation of the country’s populist prime minister-in waiting, Giuseppe Conte, after Italy’s president refused to accept Conte’s controversial choice for finance minister“, there is a setting that is given, I have written about the folly of the EU, or better stated, the folly it became. I have been in favour of Brexit for a few reasons, yet here, in Italy the setting is not the same. “Sergio Mattarella, the Italian president who was installed by a previous pro-EU government, refused to accept the nomination for finance minister of Paolo Savona, an 81-year-old former industry minister who has called Italy’s entry into the euro a “historic mistake”“, now beside the fact that an 81 year old has no business getting elected into office for a number of reasons, the issue of anti-Euro Paolo Savona have been known for a long time. So as pro-EU Sergio Mattarella decides to refuse anyone who is anti-EU in office, we need to think critical. Is he allowed to do that? There is of course a situation where that could backfire, yet we all need to realise that Sergio Mattarella is an expert on parliamentary procedure, highly educated and highly intelligent with decades of government experience, so if he sets his mind to it, it will not happen. Basically he can delay anti-EU waves for 8 months until after the next presidential elections. If he is not re-elected, the game changes. The EU has 8 months to satisfy the hearts and minds of the Italian people, because at present those options do not look great. The fact that the populist choices are all steering towards non-EU settings is a nightmare for Brussels. They were able to calm the storm in France, but Italy was at the tail end of all the elections, we always knew that, I even pointed it out 2 years ago that this was an option. I did mention that it was an unlikely one; the escalating part is not merely the fact that this populist setting is anti-EU; it is actually much stronger anti Germany, which is a bigger issue. Whether there is an EU or not, the European nations need to find a way to work together. Having the 2 larger players in a group of 4 large players is not really a setting that works for Europe. Even if most people tend to set Italy in a stage of Pizza, Pasta and Piffle, Italy has shown to be a global player and a large one. It has its social issues and the bank and loan debts of Italy don’t help any, but Italy has had its moments throughout the ages and I feel certain that Italy is not done yet, so in that respect finding common ground with Italy is the better play to make.

In all this President Sergio Mattarella is not nearly done, we now know that Carlo Cottarelli is asked to set the stage to become the next Prime Minister for Italy. The Italian elections will not allow for an anti-EU government to proceed to leave the Euro, Sergio’s response was that: “he had rejected the candidate, 81-year-old Eurosceptic economist Paolo Savona, because he had threatened to pull Italy from the single currency “The uncertainty over our position has alarmed investors and savers both in Italy and abroad,” he said, adding: “Membership of the euro is a fundamental choice. If we want to discuss it, then we should do so in a serious fashion.”” (at http://news.trust.org//item/20180527234047-96z65/), so here we all are, the next one that wants to leave the Euro and now there is suddenly an upheaval, just like in France. Here the setting is different, because the Italian President is Pro-EU and he is doing what is legally allowed. We can go in many directions, but this was always going to be an unsettling situation. I knew that for 2 years, although at that stage Italy leaving the EU was really small at that stage. Europe has not been able to prosper its economy, it merely pumped 3 trillion euro into a situation that was never going to work and now that 750 million Europeans realise that they all need to pay 4,000 Euro just to stay where they are right now, that is angering more and more Europeans. the French were warned ahead, yet they decided to have faith in an investment banker above a member of Front Nationale, Italy was not waiting and is now in a stage of something close to civil unrest, which will not help anyone either. Yet the economic setting for Italy could take a much deeper dive and not in a good way. The bigger issue is not just that Carlo Cottarelli is a former International Monetary Fund director. It is that there are more and more issues shown that the dangers are rising, not stabilising or subsiding and that is where someone optionally told President Sergio Mattarella to stop this at all costs. Part of this was seen in April (at https://www.agoravox.fr/actualites/economie/article/a-quand-l-eclatement-de-la-203577). Now the article is in French, so there is that, but it comes down to: “Bridgewater, the largest hedge fund (investment fund – manages $ 160 billion of assets) of the world has put $ 22 billion against the euro area  : the positions down (“sellers”) of the fund prove it bet against many European (Airbus), German (Siemens, Deutsche Bank) French (Total, BNP Paribas) and Italian (Intesa Sanpaolo, Enel and Eni) companies, among others. The company is not known to tackle particular companies, but rather to bet on the health of the economy in general“. So there is a partial setting where the EU is now facing its own version that we saw in the cinema in 2015 with The Big Short. Now after we read the Intro, we need to see the real deal. It is seen with “Since 2011, € 4 billion has been injected into the euro zone (that is to say into commercial banks) by the European Central Bank (ECB), which represents more than a third of the region’s GDP. The majority of this currency is mainly in Germany and Luxembourg, which, you will agree, are not the most difficult of the area. More seriously, much of this liquidity has not financed the real economy through credit to individuals and businesses. Instead, the commercial banks have saved € 2,000bn of this fresh money on their account at the ECB until the end of 2017 (against € 300bn at the beginning of 2011) to “respect their liquidity ratio” (to have enough deposit in liquid currency crisis).As in the United States, quantitative easing allowed the central bank to bail out private banks by buying back their debts. In other words, the debts of the private sector are paid by the taxpayer without any return on investment. At the same time, François Villeroy de Galhau, governor of the Banque de France, called for less regulation and more bank mergers and acquisitions in the EU, using the US banking sector as a model.” Here we see in the article by Géopolitique Profonde that the setting of a dangerous situation is escalating, because we aren’t in it for a mere 4 billion, the Eurozone is in it for €3,000 billion. An amount that surpasses the economic value of several Euro block nations, which is almost impossible to keep with the UK moving away, if Italy does the same thing, the party ends right quick with no options and no way to keep the Euro stable or at its levels, it becomes a currency at a value that is merely half the value of the Yen, wiping out retirement funds, loan balances and credit scores overnight. The final part is seen with “The ECB also warns that the Eurozone risks squarely bursting into the next crisis if it is not strengthened. In other words, Member States have to reform their economies by then, create budget margins and integrate markets and services at the zone level to better absorb potential losses without using taxpayers. A fiscal instrument such as a euro zone budget controlled by a European finance minister, as defended by President Emmanuel Macron, would also help cope with a major economic shock that seems inevitable. Suffice to say that this is problematic given the lack of consensus on the subject and in particular a German reluctance. The European Central Bank has issued the idea late 2017, long planned by serious economists, to abolish the limit of € 100,000 guaranteed in case of rescue operation or bankruptcy bank (Facts & Document No. 443, 15/11 / 17-15 / 12/17 p.8 and 9)” (the original article has a lot more, so please read it!

It now also shows (read: implies) a second part not seen before, with ‘The European Central Bank has issued the idea late 2017, long planned by serious economists, to abolish the limit of € 100,000 guaranteed in case of rescue operation or bankruptcy bank‘, it implies that Emmanuel Macron must have been prepped on a much higher level and he did not merely come at the 11th hour, ‘the idea issued late 2017’ means that it was already in motion for consideration no later than 2016, so when Marine Le Pen was gaining and ended up as a finalist, the ECB must have really panicked, it implies that Emmanuel Macron was a contingency plan in case the entire mess went tits up and it basically did. Now they need to do it again under the eyes of scrutiny from anti-EU groups whilst Italy is in a mess that could double down on the dangers and risks that the EU is facing. That part is also a consideration when we see the quote by Hans-Werner Sinn who is currently the President of the Ifo Institute for Economic Research, gives us “I do not know if the euro will last in the long run, but its operating system is doomed“, yet that must give the EU people in Brussels the strength they need to actually fix their system (no, they won’t). The question becomes how far will the ECB go to keep the Eurozone ‘enabled’ whilst taking away the options from national political parties? that is the question that matters, because that is at play, even as Germany is now opposing reforms, mainly because Germany ended up in a good place after they enforced austerity when it would work and that worked, the Germans have Angela Merkel to thank for that, yet the other nations (like 24 of them), ignored all the signs and decided to listen to economic forecast people pretending to be native American Shamans, telling them that they can make it rain on command, a concept that did not really quite pan out did it? Now the reforms are pushed because there were stupid people ignoring the signs and not acting preventively when they could, now the Eurozone is willing to cater to two dozen demented economists, whilst pissing off the one economy that tighten the belt many years ago to avoid what is happening right now. You see, when the reform goes through Berlin gets confronted with a risk-sharing plan and ends up shouldering the largest proportion of such a machine, that mechanism will avoid the embarrassment of those two dozen Dumbo’s (aka: numnuts, or more academically stated ‘someone who regularly botches a job, event, or situation’), whilst those people are reselling their idea as ‘I have a way where you need not pay any taxes at all‘ to large corporations getting an annual 7 figure income for another 3-7 years. How is that acceptable or fair?

So we are about to see a different Euro, one losing value due to QE, due to Italian unrest and against banks that have pushed their margins in the way US banks have them, meaning that the next 2 years we will most likely see off the wall bonus levels for bankers surpassing those from Wall Street likely for the first time in history, at the end of that rainbow, those having money in Europe might not have that much left. I admit that this is pure speculation from my part, yet when you see the elements and the settings of the banks, how wrong do you think I will be in 2019-2020?

So when we go back to the Guardian article at the beginning and we take a look at two quotes, the first “As the European commission unveiled its economic advice to member states last week, the body’s finance commissioner, Pierre Moscovici, said he was hoping for “cooperation on the basis of dialogue, respect and mutual trust”“. I go with ‘What trust?‘ and in addition with ‘cooperation on the basis of dialogue merely implies that Pierre Moscovici is more likely not to answer question and bullshit his way around the issue‘ and as former French Minister of Economy he could do it, he saw Mark Zuckerberg get through a European meeting never answering any questions and he reckons he is at least as intelligent as Mark Zuckerberg. when we see “Cecilia Malmstöm, said “there are some things there that are worrying” about Italy’s incoming government“, she sees right, the current Italy is actually a lot less Euro minded than the setting was in 2016-2017, so there is a setting of decreased trust that was never properly dealt with, the EU commissions left that untended for too long and now they have an even larger issue to face. So that bright Svenska Flicka is seeing the issues rise on a nearly hourly basis and even as we see the play go nice for now, they will change. I think that in this Matteo Salvini played the game wrong, instead of altering an alternative for Paolo Savona and replace him after Sergio Mattarella is not re-elected, the game could have continued, now they are busting head to head where Matteo is nowhere near as experienced as Sergio is, so that is a fight he is unlikely to win, unless he drops Italy on a stage of civil unrest, which is not a good setting for either player.

We cannot tell what will happen next, but for the near future (June-September), it is unlikely to be a pretty setting, we will need to take another look at the Italian economic setting when the dust settles.

 

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Business will be booming

There are all kinds of settings in the tech industry, some we like and some we like a lot less. It is the most visible in the mobile industry, the clear discriminatory setting there is almost unheard of. No matter what the reason is, a person for the most is iOS (Apple) minded, or they tend to go the way of the Android (Google, Huawei et al). There is for the most no in-between there. The reasons are as wide as the drops of water in a lake on a rainy day and for some these reasons make sense, or they do not. Yet we all tend to have them. I have been and remain an Android follower. I have nothing against apple. The initial setting was done by their marketing departments. Where Apple gave us: ‘You can do all these things and it is a phone too‘ and Android gave us: ‘This phone can do all kinds of things, some you will not have believed was even possible‘. I went the way of Android. You see, they are stating the same thing, yet Android focussed on a phone that can do other things. Apple went towards the things they could do, including being a phone. So from my point of view, I needed a phone, so I went the non-iOS way.

I know that in the end the difference is negligible, but it did matter. So it is a little over three years when I got myself (because it was a bargain) the Huawei P7. The difference from the previous phone (Motorola) was so distinct I became a Huawei fan overnight. Now that it is time to put that phone to bed and switch it off for the last time, I find myself clinging onto the idea that I need a new Huawei. Let me be clear, apart from my distinct non liking Samsung (a past issue I had with them), I do think that the other brands are decent too. Yet, when you have the option for a Google Pixel 2 XL, or a Huawei P20 close to $500 cheaper, what will you choose? Let’s also consider that the difference is almost nil, well it is not nil but the real differences do not stand out too much, not worth $500 as I see it. For me, if I get that phone, it will be a 300% improvement of what I have now and I am not dissatisfied with what I have, it merely has been acting up and after 3 years of working 24:7, that makes perfect sense. The little workhorse has earned its retirement. So when I started to look around, and I took a new look at the P20 and P20 pro, which is a $300 difference, I wondered why I would want the P20 pro for the usage I have. I have been able to do everything I needed with 2 GB RAM, so the 4 GB and  6GB RAM issue is not one I need to worry about. Both come with 128 GB storage, which is 800% more than I have now and even as I ran out of storage merely once, it did not worry me to any degree. The camera options are not the same, yet the PRO has an additional 40 MP camera option, which is slightly over the top need for someone who uses an EOS 1 Camera. The only issue is the battery, it is 3400 mAh versus 4000 mAh and I am not sure that this constitutes the value of $300 difference, not on my budget. More important, the P20 holds its own against the $1500 phones out there and when you consider the fact that it is 30% cheaper, what would you choose? This constitutes a difference that is well over a week’s rent for some people, so there is that to consider as well.

Yet, it is not about that part, it is that Huawei has seen the light of opportunity in both Saudi Arabia and Egypt, so when we see (at https://www.albawaba.com/business/pr/huawei-announces-%E2%80%98vip%E2%80%99-service-p20-pro-saudi-arabia-1135384), the fact that branding is getting momentum in the Middle East with their Huawei Consumer Business Group and their “a ‘VIP’ service for its customers in Saudi Arabia through its authorized service centres for any customer buys Huawei P20 Pro with Huawei KSA warranty”. Some call it marketing, which in all fairness it actually is, yet with 95 million people in Egypt and 33 million in the KSA, the market could be booming for Huawei, even as an Apple store is coming in 2019, the Apple SA store is pointing towards “Apple-designed outlets located within selected Apple resellers and other retail shops. Many are staffed with Apple-trained experts who can help you to find the right solution for you“, which is a perfectly valid and acceptable text. Yet, when you can consider an ‘outlet’ versus “Huawei has announced “Huawei Flex” which is a free drop off service in which customer can drop his device for service in more than 300 locations across kingdom for Huawei device under Saudi Arabia warranty to be send for Huawei Authorized service centre for warranty repair and return“, we see that Huawei is on the ball (I am not saying that Apple is not), but the service minded sales pitch is clearly there and as we see: “Pablo Ning, President of Huawei Consumer Business Group Saudi Arabia said: “The Kingdom is a strategic market for us, and this announcement reflects our commitment to doing business in the region. It is our effort to always cater to the specific needs of the markets we operate in. Recognising the needs of our loyal customers in the Kingdom, we are very pleased to announce these services and we are looking forward to announcing many more unique offers for them in the future”“, we see that even as we realise that too is a marketing setting, it also states that Huawei means business. With a chunk of a 125 million customer base, these two alone could drive sales even further in the Middle Eastern nations; in addition, the Huawei centre is rumoured to be coming to Neom, which could drive the brand even further. Even Forbes was recognising the growth Huawei had in 2017, even though we do take notice of the fact that anti-Chinese sentiments in the US barred the phone from the US markets, we need to realise that the planet is a lot bigger than the 325 million in the US. Also consider the fact that Huawei does a lot more than merely smartphones and the opening of the market that is a third of the US population matters, in addition the 740 million Europeans are now more than ever looking for a good deal. So the group of people who have the cash to go all out and get a phone $500 more expensive is shrinking fast. Yet Huawei is not out of the woods there either. It is up against Samsung and Samsung is doing a good job of gaining ground. In there we see that Apple is losing their footing, losing sales share in the UK, France and Spain. So even as some had growth, iOS was merely growing at 0.1%, against Android 2.8%, that is a massive difference, and Huawei is tinkering very effectively on these two markets. Although, I have to admit (speculatively) that the largest growth was due to the release of the Google Pixel family. Still Huawei remains in the fight of growth and its setting in the Middle East is as assertive as it gets. I reckon that if Pablo Ning pulls it off, he might be looking forward to his new apartment overlooking Chaoyang Park in Beijing. It is that extreme because the market share that Huawei has to grow is pretty astounding. You see, not everyone is looking towards the coolest marketed phone that most cannot normally afford, in the Middle East revenue is often set towards pragmatism and that is a setting that Marketing on a global basis tends to be unfocussed on. It is in this setting that mobile phones will gain traction in sales. So when we consider the progress that Huawei is making towards growth by going via the support and customer care path, or as Pablo Ning phrases it “the needs of our loyal customers in the Kingdom“, we see not some message on selling a phone like ‘iPhone X, Say hello to the future‘ with after that ‘Sales, Apple Authorized Resellers‘ or ‘Sales, Apple Authorized Resellers‘ but with ““Huawei Flex” which is a free drop off service in which customer can drop his device for service in more than 300 locations across kingdom for Huawei device under Saudi Arabia warranty to be send for Huawei Authorized service centre for warranty repair and return“, we see that Huawei means business. It is not about the initial sale, it is putting to bed any worry the consumer has afterwards and the Huawei version sells much stronger than the other messages and that is how commercial traction leaps forward making it market share gain. The lower sales threshold only speeds it up. In that we see that “aiming of strengthening its business base, its operations and customer service in the Kingdom“, is not just vital for growth of Huawei, the commitment of 5G in Saudi Arabia as it is at present, will only fuel the need for the Huawei smartphone (and smart phones in general); with its upcoming Huawei Mate 30 (Q3 2019) Huawei could give a further boost, as those buying today would be ready for a new phone just as the Mate 30 will be released and it will drive it a lot faster if it is both 4G and 5G enabled (which is not officially confirmed), so as Apple and others are looking to open a shop at that point, we will see that if (consider that it is an ‘if) Huawei kept its services and exceeded the expectations of the consumer, they will have a much larger advantage and as such Google might profit with their own Android phones on the coattails of Huawei. This is shown in another way too. Statista (at https://www.statista.com/statistics/271774/share-of-android-platforms-on-mobile-devices-with-android-os/) gives a view that takes some mulling. When we consider the Android market share, we see that the largest part is owned by Marshmallow (v6) and Nougat (v7), so that means that those who update now to Oreo (v8) will be most likely to update the moment 5G is out, those who delay more than 6 months are not likely, or better stated less likely to update more than once, so either they miss out on 5G or are in a much smaller segment (not serious smartphone users). So they use it as a phone and that is it, which is fair enough, because a phone is a phone and for that 5G is not essential. Yet when we consider that this group is almost 37%, there is an option for smartphone sales everywhere to evolve those users towards a more smartphone driven use of apps and data, yet what are these consumers made of? There is no data that I had at my disposal, yet finding out is actually a lot more important here. If we know what the consumer needs, we can see if there is a better solution in new hardware, not merely because of the security risk that older phones hold, the fact that smartphone functionality is optionally missed out on is basically a sales opportunity missed and when it affects an optional 37% slice of smartphones it starts to matter as that involves a serious amount of cash. Now we need to accept that it is not merely the phone, for the larger places like the island of Australia mobile data was until last year pretty expensive, so why upgrade when the data used will monthly kill your budget? to go from 15GB a month for $65 in 2016 to 200Gb for $70 in 2018 is actually a massive leap and not all places have made such changes, so not everyone is on board yet, but with 5G that will change by a lot, not only will they drive down the 4G data prices, but the mobile setting in places like Egypt and Saudi Arabia (outside of Cairo and Riyadh) will drive the need of people much larger. The fact that Egyptian TV outside of the large cities is not fabulous, for these people to suddenly get a clear reception of matches of Al Ahly SC or Zamalek SC could drive sales, so the larger the part of that 37% slice is actually found in the Middle East, the easier the upgrade sales will get; when we consider the joke (that is how I personally see the Vodafone Egypt site), as well as the clarity of http://www.egyptsim.com/, we see that there is still space to improve it all and Huawei is in an interesting place to make that happen. In addition, the Egyptsim site shows a setting that was almost the 2016 setting in Australia, so they are not that far behind, so when we see the evolution where the prices reflect 500% if what they offer now (which is what we can get in places like Australia nowadays), we see a more competitive setting where upgrading any smartphone will become the essential need of anyone wanting to use such amounts of bandwidth. Even a mere 50 GB at €15 could change the game, it will drive app use, phone use and more important, the need for phone upgrades and competitive phones will become more and more desired. This is shown in direct opposition to the anti-Huawei feelings that we see from America (at https://www.politico.eu/article/huawei-china-ghost-in-europe-telecom-machine/), a story from last January. So in all this when we see “The Chinese tech giant is banned from bidding for government contracts in the U.S. over concerns that its telecommunication equipment could be used for spying by Beijing“, that whilst it refers right next to it a story regarding ‘Mark Zuckerberg hearing: As it happened‘, in all this Huawei is a concern? As the US has not even got clear legislation on data and as we see the Facebook events, I can state that some people have their mindset in the wrong place. In addition, if we can believe the Daily Mail who gave us “Google caught using $580 million worth of Australians’ phone data to spy on them by monitoring their movements“, so in that, is Google getting government contracts? And if the second is true, why is there no outcry in that setting? Is it about the company, or where the revenue is going to? It is a multiple facetted setting of greed, technology and whose ego is the largest to present. How does that help the consumer who wants a good affordable phone, if the Google Pixel and Huawei phones offer the same thing, yet Huawei can do it 30% cheaper, why would we want the more expensive one, our privacy? Facebook gave that away and there is no actual act in place to thwart that, in addition, the US senate hearing gave more and more reluctance as we seem to get the impression that these senators do not even comprehend technology in its basic foundation. We merely have to look back at the moment with Senator Orrin Hatch (R-UT), who asks on: ‘how do you sustain a business model where users don’t pay for your services‘, the answer by Mark Zuckerberg was priceless: ‘Senator, we run ads!“. When we are confronted with such a level of what I regard to be ignorance towards business reality, that is the not party we should rely on when they state to us: “its telecommunication equipment could be used for spying by Beijing“, yet in that foundation, not one piece of evidence has been presented that this is actually the case. The “potential for secret ‘backdoors’” is astounding. Not one piece of evidence, not one setting that gives any level of reliability on ‘potential‘. I wonder how many of these gentlemen have been receiving calls from Cisco, Apple, IBM and other parties on their fear of China getting a slice of American business, or perhaps it is even more simple. With American firms the government of the USA can make tax deals, because the inability of paying invoices can always get bartered on a national level, not international. And there is where Huawei has its opportunity. As it grows its segments in both Europe and the Middle East it can potentially grow the services they offer as the reach of those services and in that light and the next level of growth towards 5G, we see that Huawei has a growing distinction against all competitors. It can offer a new price range, one that consumers have not had for the longest of times and it can place a setting where customer loyalty can grow towards Huawei as it offers something affordable, now when the providers think it is time, but when the consumers need them, which is always a war that works in favour of the consumer. It is a war of settings between optionally, actually, and eventually. The first one offering it has the benefit. Yet is Huawei ready to make that commitment? I do not know, yet should Huawei grace the settings and be announced as a participant of the new high tech city Neom, at that point you can be decently certain that Huawei will become a much larger player in the Middle East and from that, growth in Europe will be a near certainty. Business for Huawei will be booming and it all started by making high end mobiles an affordable item for those not in high paying jobs, or forced to get themselves chained to a two year contract with a telecom provider.

 

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The Sun shines regardless

There is a setting that we forge, the setting we do not see. It is the setting we experience by becoming a politically correct hive of sleepy minds. We are in a setting where yesterday is forgotten and tomorrow needs to be planned for. After spending time in the Middle East, and after seeing things you cannot fathom in nightmares, we are confronted on the edge of what we call civilisation bolstered by the reality of events. The guardian gives us (at https://www.theguardian.com/film/2018/may/15/vomitive-pathetic-lars-von-trier-film-prompts-mass-walkouts-at-cannes), the view of perhaps one of the most controversial Danes in history. I got introduced to his films in 2002 or 2003; it was Dancer in the Dark. The movie had such an impact on me that I ended up being depressed for over a week. Never before had a movie impacted me to such a degree. Bjork and David Morse were diamonds in a foul soaked universe of corruption and perceived presentations of what people want others to be like, an awesome experience. There would be another movie that would shake me to the core. Gaspar Noé would ‘grace’ us in 2002 with Irreversible. It was interesting in just one part, apart from the overly jumping between time frames, it was stated as “a movie so violent and cruel that most people will find it unwatchable“, yet it was not unwatchable, because when I grew up, this is what my father did to my mother and in the end it would quite literally be the death of him, but not before he caused her death 25 years earlier. The Dutch courts were unable to protect her until it was much too late. It sets the stage of a growing essential need towards the exposure of these ‘softies’ and their inactivity and denial towards domestic violence. To throw some facts at you, 25% of ALL women in the UK will experience domestic violence that means that 8 million women will be gotten at. That is a frightening number and that is only the UK, it is actually much worse, this is gotten from Professor Sylvia Walby as we get: “Whilst this number is shocking, we also know it is grossly underestimated. The cap on the number of violent crimes published, set at five per victim, means that even if a woman experienced 100 incidents of domestic violence, only five would make it into the official data“. The entire setting of ‘capping’ of victim events makes it even worse. It shows a nation in denial, too fixed on not acting, and it goes a lot further than the UK, in this it is a global issue and globally governments are not actually doing anything, merely painting the rooms red so that the blood is not noticed when guests arrive, so in that we see our own denial.

This year, as the Guardian shows us, we might see Lars von Trier shine again, because if a movie can make a man like me truly depressed on watching an event, it means that he is getting his point across, a point that we deny ourselves from grasping. In all this he does not work with beginners or amateurs. In the movie we see Matt Dillon and Uma Thurman. The trailer alone shows that this might be not just the highlight for Matt Dillon; it might end up being one of the most challenging roles in his life. So when we see some of the feedbacks, other thoughts go through my mind. You see, when I see “Al Jazeera’s Charlie Angela also left the screening early” with the response “seeing children being shot and killed is not art or entertainment“, it becomes an issue of debate, you see, from that point Kramer versus Kramer is not art either, neither is the Deer hunter. Yet I am willing to take Charlie Angela on a small tour into Yemen, I can take her for a small walk through Taiz, where we can look at the dozens of children cadavers, we can also look at women and men all shot dead, the reality of war, it is not art or entertainment, we can agree on that, yet it is the reality of life, a reality millions shy away from on a daily basis. The deaths in US schools, not by the NRA, but by really confused people, the mere impact of mental health issues where the government is in denial of the events, all caught in political correctness and inaction. Perhaps it is really good for people to get direct exposure to such things. So for all those people running out of that cinema, I would state: ‘Welcome to real life!‘, in a bus full of people, when you travel on it, realise that each week, one of 10-12 trips, you would have shared a bus with a person just like Jack, so when you look around in that bus, knowing that one of these men is just such a Jack, would you still travel per bus? Instead of making domestic violence and spousal abuse an element of the Human Rights Act article 3, where we would optionally see: “In prosecution spousal abuse and domestic violence will be seen as a transgression of Article 3 of the Human Rights Act as a form of torture, torture of body and mind“, so when that transgressor (mostly men) are prosecuted for beating up his partner merely because he got a little crazy as his football team lost, just how much better will the safety of any woman suddenly become when he goes to prison 5-15 years, when he loses his house, access to his children and no further future? I reckon that the unemployment numbers will suddenly drop to zero. The evidence shown by the Guardian (at https://www.theguardian.com/society/2014/jun/08/police-fear-rise-domestic-violence-world-cup), where we see: “The most detailed research into the links between the football World Cup and domestic abuse rates has revealed that in one force area in England and Wales, violent incidents increased by 38% when England lost – but also rose by 26% when they won“, so when we know that this evidence has been there for 5 years and still we see no change, is it not strange that inaction prevails?

One review (one of many) gave us: “Nicolas Barber gave the film four stars out of five and said “Undoubtedly a bold and stimulating film which no one but Denmark’s notorious provocateur-auteur could have made”” Nicholas Barber of the BBC is right.

If there is one part clear in me is that the movie has the ability of waking up the people drowning in political correctness. They need to be woken up because there is too much data showing that inaction has not worked for decades and we need to step away from it, if only to push change and t push those acting in unacceptable ways to be pushed into the limelight and then out of visibility. If those ‘Christian souls‘ are suddenly visibly forced to embrace people wearing sweaters with the term ‘Domestic abusers’, will they still be Christians? Will they act of keep silent, because the wearer is a boss, their boss or someone really wealthy? There is supporting evidence for that. In that regard we can look at Jeffrey Epstein. When we realise that the evidence which included “the FBI received accounts from about 40 girls whose allegations of molestation by Epstein included overlapping details“, when we see “In May 2006, Palm Beach police filed a probable cause affidavit saying that Epstein should be charged with four counts of unlawful sex with minors and one molestation count“, did we expect what was coming? When we see “escaped a prosecution that could have seen him jailed for the rest of his life“, now consider that the conviction: “he was sentenced to 18 months in prison. He served 13 months before being released” and no one seems surprised, is there anyone still surprised?

So when we see the dialogue of Jack in the movie, where we hear (it is in the trailer) “When I think about all the things I’ve done in my life, without it in any way resulting in punishment“, we need to realise the nightmare scenario. What happens if every domestic abusing man becomes another Jeffrey Epstein, and if caught merely needs to wait 13 months to do again what his dark soul demands of him, when we realise that our inactions are the cause of our undoing, our politically correctness gives us the setting of something so incorrect that it can no longer be corrected for. What then will you do? When we realise that it was not the gun that killed, as is the truth, but our sense of righteousness send us targeting the people and the evil that they do. What will the life of the US attorney general be like when he wakes up in some future and that morning he learns that 10 Wall street executives were shot in the head, a one clip 10 rounds magazine, one bullet per executive? Will his motivation be that these Wall Street executives had rights, that there was the onus of presented evidence against the 175,000 people they made homeless or the optionally missed taxable $293 million in revenue that the state of New York is now missing out on. What would drive him (or her) that day you think?

The House that Jack built is a very different wake up call, reality expressed through art. to some it is a very valid thought that it is not entertainment, yet now look back at Kramer versus Kramer and wonder who comprehended even in the slightest the plight of the child in Kramer versus Kramer? Now ask yourself, what else have we missed out on? What did we sleep through in our politically correct driven universe and think of 8 million women in the UK alone, battered and bruised? How would you like to wake up like that at least one day a month, after month, after month? Most people including me will not consider the House that Jack built entertainment, yet, just like the Deer hunter, can we avoid seeing it, can we turn our backs on levels of reality we are unable to deal with? Consider Wolf Creek and the reality of what happened, so when we see: “criticizing it for its realistic and unrelenting depictions of violence” and now consider “the July 2001 abduction of British tourist Peter Falconio and the assault of his girlfriend Joanne Lees by Bradley John Murdoch“, who got a life sentence for the murder of Peter Falconio. When you were unaware of the reality of it and the impact that some people made on the reality of life of their victims, we need to remain aware that at some stage we must take notice and realise that the legal system to a much larger degree is flawed, perhaps even permanently broken. I reckon I can get no less than 8 million witnesses of that fact. In addition when we see that the victim Joanne Rachael Lees was willing to do an interview as: ‘she felt the public profile of the case had diminished‘, that took merely 4 years, 4 years for people to forget what a couple had to go through in a rich world setting like Australia, not Myanmar, not Thailand or Yemen, Australia! It is a setting that is unsettling and perhaps it requires Lars von Trier to make sure that we forever remember that the reality of some settings exist through political correctness and inactions. Even as some defence goes up as the culprit in Australia was caught, take a look at this short advertisement (at https://www.youtube.com/watch?v=g9DQgai4-C0) and wonder how many did not get caught and how many events are we turning our backs on so that we need not take notice of our inaction on all of it?

They sometimes state that the rain falls on the just and unjust alike, as well as the sun shines regardless of good and evil, yet will it truly do that in the long run? Whether through politically correctness, or inactions, we are slowly turning our world into a place that is less and less liveable, perhaps it is required to give it a rude awakening every now and then, and the movie the House that Jack built is merely (a lot more than merely) a reminder to wake up every now and then.

This is reflected in other news too. When we consider the Jerusalem Post we see the words of Haim Tomer, words I actually disagree with. Haim Tomer, formerly a top official at Mossad believes that the situation is that Israel, the US and Saudi Arabia can secretly help advance Iranian regime change. I believe his thoughts are folly. They are wishful and not very realistic. The play we see ongoing as Mahmout Ahmadinejad was not re-elected is not an elected official (President Rouhani), but a person that the Clerical and military side of Iran allowed to elected in accordance to their needs, the inactions that the President showed to have as Iran military provided (speculatively with the blessing of Iranian Clerics), is that Hezbollah is provided for, in Yemen Houthi’s are provided with missiles and in all likelihood training from Iranian military advisors. The rest of the world did not intervene in any way as we saw actions in Yemen and merely the outbursts against Saudi Arabia and merely soft whispers for any Iranian missile fired from Yemen aimed at civilian populations in Riyadh. Our inactions, the inactions of elected governments; governments that sat on their hands for years whilst the slaughter in Syria continued, all inactions that have long term impacts, we merely ignore them.

So when I kill 12 people, I am a serial killer, as Hezbollah kills hundreds as quoted through “In Syria, Iran’s special forces and its mercenary recruits — Hezbollah militiamen from Lebanon and Shiite hired guns from Central Asia — have helped President Bashar al-Assad perpetrate a ruthless genocide against Syrian Sunnis, including the use of poison gas, in order to maintain a pro-Shiite, pro-Iranian dictatorship in Damascus” (source: NY Times), they are now referred to as ‘militiamen‘, not terrorists, not mass murderers, no: ‘militiamen‘. Is this merely political correctness, or a way to set the stage for inaction? How much actions against events must happen for things to truly change from bad to worse?

I think that when you coldly look at the House that Jack built, when you realise that these inhuman acts are actually happening on a near daily basis and we do nothing, we are stopped to talk about it via political correctness and the politicians and elected governments, elected by people like yourself are setting stages of inactions, will the movie not be the wakeup call that you need to make a first change?

In all this EU governments are setting the stage to keep a nuclear deal going, a nuclear deal with a nation that has visibly shown that it will act out in inhumane ways towards civilians, through the Hezbollah puppet that they fund. In the end, consider that your inaction left no trace on your soul, you still sleep like a baby because the issues in Syria did not matter and they still do not matter for the thousands dead in Yemen, so when you consider that the House that Jack built was too revolting for words, consider that your inactions have made that setting an optional reality, because in the end, those who do survive Syria and Yemen grow up, do you think that they end up being balanced people? Do you think that the watched atrocities by children in Yemen and Syria will create happy people? In the end the real difference between a soldier, a mass murderer and a serial killer is merely the willingness to wear a uniform and the willingness to end the life of another person. Two elements driven by a lack of empathy and morality, merely two elements that has seen flaws as it is impacted by political correctness on the outside of the issue and forgotten as well as ignored by those who faced the issue; in that light it became flawed, some revert to stating that political correctness is merely ‘Moral Decency‘, yet that decency is set by the masses and they are too often very willing to remain in a state of inaction (Chemical attacks in Syria is clear evidence), so in that light, how was decency served?

I wonder how long it will take for religious speakers to get to the street and force inaction to give way to ‘social radicalism‘, when that happens, do not cry, you wanted that all along, that is what we see through the inaction of too many. When those political principles make waves and hit the limelight, make no mistake, social media like Facebook will drive it to very different levels of hypes and there is no way to block it, so when you hear that there is no social radicalism, you are in error. It is already happening in the UK, in Australia, in the Netherlands, in Sweden and Germany, France has it as well as Italy and Spain; it is pretty much everywhere. The Odyssey (not the book) gives us “freedom of speech allows us to speak openly about whatever our interests may be. I feel that many people take this to the extreme, spouting bigotry and ignorance without reason“, there is also “Many people are not willing to postpone particular standpoints in order to evaluate what stands outside their own perceptive bubbles“, which I personally believe to be the driving bubble in all this. The media at large uses this to their ‘circulation advantage‘ by focussing on the emotional drive in this, like the bulk of Murdoch media has done for the longest time (not just them though, it is a globally large community that is just like Murdoch, or envisions to become like them). They focus on getting emotionally driven hypes and in absence of filtering and non-emotional evaluation, we get a collective of angry people speaking out, normally it is a good thing, yet there are globally more and more angry people and that drives another wave of chaos, fuelled by inactions we see more and more people willing to become extreme in one way or another and in that we see social behaviour in decline, empathy falls as angry people tend to not consider or allow empathy and that is where we create a larger mess.

Perhaps angry or not, sitting down and taking serious notice of a movie like the House that Jack built is essential to create a wave of opposition, a wave that shocks us to a degree where we consider our perspective on what we consider to be real and actionable and when we consider the bettered woman and consider that this was once our mother, how can we not become protective of the victim we see?

In finality, when you consider that the FBI defines mass murder as murdering four or more persons during an event with no “cooling-off period” between the murders, now consider the amount of angry people, people pushed onto the edges for various reasons, some very valid and consider that they merely need to reach the point where they are willing to take a human life. Now realise that this was not the NRA, or its members promoting this, guns do not kill people. People kill people! We allowed the setting for so many to become and remain so angry often due to inaction. We are our own worst enemy and until that situation changes, we ourselves are the driving force to create more and more victims.

The sun will shine regardless we do this actively, or whilst we remain inert and inactive to the events around us, and politicians love to mention that the sun is shining, they don’t even have to actively achieve anything for that.

This setting gets a larger exposure when we see (at https://www.theguardian.com/australia-news/2018/may/14/margaret-river-shooting-murder-suicide-could-not-be-predicted-wa-premier-says) “The murder-suicide of seven people at a rural property in Western Australia could never have been predicted and the cause may never be known, the state’s premier has said”. I do not believe that to be true. When we see: “Peter Miles, 61, his 58-year-old wife Cynda, their daughter Katrina, 35, and her four children – daughter Taye, 13, and sons Rylan, 12, Arye, 10 and Kadyn, eight – were found dead at Forever Dreaming Farm in Osmington on Friday”, we see the loss of 7 lives, something like that does not merely happen. When I see ‘embroiled in a bitter dispute with Katrina about access to the children’, I see it is not that simple, but it is still, to some part a larger issue that involves frustration and anger, the smallest of settings for what we now see evolve (compared to Syria and Yemen). In light of what I wrote earlier, I believe that anger and frustration in light of ‘political correctness’ become unwanted emotions, we turn away from them, filter them away. I believe that this is merely one additional factor in all of this, we turn away from the realistic cold light of day from what displeases us and as such we miss the dangers that grow within our very communities, it is a global issue and it is growing. Yet in the northern hemisphere, it is May, it is spring and the sun shines, it will shine regardless in too many places and what we see will happen again, on several levels. When you watch the trailer of the House that Jack built in the Guardian article (or at https://www.youtube.com/watch?v=eA0pI_k-Dmo), now consider the one scene at 1:35, where we see merely a flash, in addition consider Lukas Moodysson’s Lilya4ever. I lived in an apartment building like that, it happens for real to people around us under our very noses and we no longer see it happen. The movie Lilya4ever was loosely based on the true case of Danguolė Rasalaitė, and examines the issue of human trafficking and sexual slavery. I think that the House that Jack built is more important than we realise, if only to realise on how we react to it and when we realise that there is reality on several levels shown, consider how much in denial we all really are, regardless whether the sun shines or not.

 

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Iranian decisions

At 00:10 Tel Aviv Time, roughly 07:10 here, the time of waiting was over, Iran has fired its missiles on Israel making the outstanding option of an impending war a lot more realistic. In this the Guardian gives us (at https://www.theguardian.com/world/2018/may/09/iran-fires-20-rockets-syria-golan-heights-israel) “Iranian forces stationed in Syria fired approximately 20 projectiles at Israeli military positions in the Golan Heights just after midnight on Thursday, Israel’s defence forces (IDF) said“, in addition we see “Several but not all rockets were intercepted by Israeli air defences, an IDF spokesman, Lt. Col. Jonathan Conricus, told reporters“, whatever happens, will happen soon, because if sch a barrage cannot completely be stopped, we can deduce that it will not take long for Iran to take a more targeted notion, yes, my version is speculative, yet the warmongering words from the last weeks gives rise to take it all a lot more serious than it has been taken in the past. So when we see ““The IDF views this Iranian attack very severely,” Conricus said. “This event is not over”“, we better believe that more is to come. There is an additional setting, this attack could only have been done with the approval of President Bashar al-Assad, so he is feeling secure enough with Iran and Russia backing him, so the picture changes on a few fronts, this is no longer merely settling whatever Iran thought it was settling, this could have much larger repercussions. Turkey is already voicing support for Iran and siding with Russia (they are playing their hand cautiously, yet Turkey is all in with their anti-Israel views. It gets to be worse, because as the US pulled out of the nuclear Iran accord, we now see ‘EU rushes to arrange crisis meeting with Iran over nuclear deal‘ (at https://www.theguardian.com/world/2018/may/09/eu-moves-to-protect-european-firms-from-us-sanctions-on-iran), so even as we know that there are several things wrong, even as Iran meddled in other business and now is responsible for direct missile attacks on Israel, we see that Europe is still trying to make some level of a deal with Iran. It goes even further when we see “Work on the package being coordinated by the European Union is at an early stage, but the EU is being urged to warn the US it will impose countersanctions if the US attempts unjustifiably to cripple EU firms trading with Iran“, yet the foundation is that there has been more and more overwhelming evidence that Iran has not been dealing in good faith. When we consider the earlier settings that I mentioned 3 days ago in ‘Stopping Slumber, Halting Hesitation‘ (at https://lawlordtobe.com/2018/05/07/stopping-slumber-halting-hesitation/), we can just quickly decide that they were prepping for all this, which would be incorrect, yet the fact that 20 missiles got there so quickly to be fired on the Golan heights also indicates that there was Iranian willingness to go that distance in several political branches and on pretty much all military levels, which is equally unsettling. The issue is that the EU remains a lot quieter when it comes to the involvement of Turkey. It is a personal view of mine, yet I believe that there will be diminished needs soon enough and there is a Turkey EU membership play coming. The beginning of ‘compliance delay messages‘ is merely an indicator, I believe that the fear mongering will get worse and too many parties are playing that game, that whilst the denial of Turkey into the EU should have been clearly made well over a year ago.  So when we are treated to “The European Union is scrambling to arrange a crisis meeting with Iran after Donald Trump pulled out of the nuclear agreement, as the Iranian president Hassan Rouhani said Europe had a “very limited opportunity” to save the deal“, we also need to keep in mind that terms like ‘could’ connected to ‘shut down UK’ on EU laws, this level of fear mongering is just beyond acceptable and we might all be better off in a direct war and whomever survives will suddenly demand near draconian treatment of the media, even as Leveson 2 is (for now) off the rails, the next crises will not go that smooth for whomever is demanding greater accountability of the media. That is not the only part, the entire Turkish economy and the S&P decision to regard Turkey. As it junkified its currency rating from ‘BB/B’ to ‘BB-/B’, we see a larger impact and when we consider that the Turkish lira (TRY) has fallen 7.4% this year and in that setting, including the corporate debt problems that Turkey is facing, the entire blow hard whilst they are not producing any music is more than merely wind in the air, as Turkish economic growth has been fueled by cheap international credit, we still see the need to pay for all that and now as we see (actually it was last month) with “Yildiz Holding—owner of the brands Godiva chocolate and McVitie’s biscuits requires a complete restructure of $6.5bn of its total $8.5bn of debt by the end of this week“, a cookie factory having an eight billion dollar debt? What else is in such disrepair? That shows just how desperate Turkey is at present to get into bed with almost anyone, that is what we are allowing in our midst and there is no level of fear that seems to be reflecting off the sides of EU Brussels and Strasbourg, which is also unsettling, now as they are optional diplomats in a really bad case of reconsideration by merely the EU to get the nuclear deal going, now we see the rise of mentions and soft press tapping on Turkish doors.

That alone should scare us beyond measure!

There is no case against it all and whilst Turkey is at a stage what some call ‘Hostage Diplomacy‘ whilst they are now upgrading their arsenal with the Russian S-400, the game switches and none of this will end up having a happy ending. For now we can leave Russia out of this as its focus is merely the US, or intermittent board hugging to make the US look bad via the EU, yet overall the setting here is not too negative (for now), the issue merely becomes hoe friendly it needs to remain with Iran in the mix, because there is the game on a different level. From my point of view there is a certain level of polarisation, even as Europe should stand next to Israel, it seems intent on standing ‘diplomatically‘ alone so that they need not stand opposing Turkey, that is merely one view, yet in light of its financial hardships and Turkish needs to be seen positive towards becoming an EU nation is not a good combination. So when we see the EU with “As long as Iran continues to implement its nuclear related commitments, as it has been doing so far and has been confirmed by the International Atomic Energy Agency in 10 consecutive reports, the EU will remain committed to the continued full and effective implementation of the nuclear deal“, which all might be very true, yet Iran has shown different colours in Syria and against Israel, so that stance is not merely wrong it promotes polarisation. On the one hand, the EU is not doing anything wrong from that one treaty point of view, yet in light of what we have seen in Syria, there are a lot more issues in play, not all are on Iran, some are allegedly issues for Iran to answer, but I wish to not use that in the examples, merely because they are allegedly part of anything, meaning they are part of nothing until confirmed and when we consider the utter uselessness on the last chemical attack reports, certain Syrian issues cannot be labelled to anyone but Syria itself. So as things in Syria escalates and as Iran is escalating them, or at least actively part of the escalation, the EU will need to take a stance sooner rather than later, they prefer later, yet when they are forced onto a corner and they select Turkey and Iran over Israel, the game will quickly change and not only is Europe feeling that drain, the impact that will happen in the middle East, is one that Europe will suffer for a much longer time than they bargained for and there is no quick solution for the wrong decision. That will be evident pretty soon at this stage.

So as we see one side evolve, we see in similar news from the Wall Street Journal (at https://www.wsj.com/articles/missiles-fired-at-saudi-arabia-signal-support-for-iran-by-its-proxies-1525886469) the mention “Iran-backed Houthi rebels in Yemen fired a barrage of missiles into Saudi Arabia on Wednesday, an early indication that Iran’s allies in the Middle East are likely to flex their muscles in a show of support for their patron—risking a wider conflict“, I think that these events which were apart by merely a few hours had some levels of coordination. So when we see “Yemeni army forces, supported by allied fighters from Popular Committees, have fired a salvo of domestically-designed and -developed ballistic missiles at “economic targets” in the Saudi capital city of Riyadh in retaliation to the Al Saud’s devastating military aggression against their impoverished country“, we need to keep a clear mind. The missiles are said to be Yemeni (Borkan H-2 missiles), yet the information on the H2 is that it is said to be a short range ballistic missile with normally a range of about 1,000 kilometres (620 mi) or less. Even as we see it is almost capable of making the 1,036 km to Riyadh, the setting that we see with ‘economic targets‘, whilst at the maximum distance, the chance of actually hitting what is aimed for at the maximum range is a lot less likely or possible, not without and ace rocket and ballistic expert at the missile site; the Houthi’s are a little short on both, so we have, in my personal opinion, either Houthi’s that want to hit any part (mainly civilian parts) of Riyadh and they merely claim to be aiming for a bank, or the optional more likely setting is that Iran has been directly involved in training the Houthi’s or firing the missiles themselves. Now, we can opt for option one, yet the training curve would be a little devastating on all minds involved (even if you use targeting computers and software, yet they have had the time to train the Houthi’s for months, so it is possible, yet I personally see it as less likely (again merely speculation from my side), so when we consider that Iran is waging war on two fronts, so far (as far as I can recall) only Napoleon and Adolf Hitler were that stupid and how did it end for them? There is an optional thought that Iran will be hiding behind European coat tails in the end, but that is still speculation without evidence (at present), perhaps that is why Turkey is in a desperate state to become part of the EU?

I am merely asking, because the Iranian decisions we are seeing over the last 24 hours give rise not to the US, but to other players hoping to wage ‘extreme’ solutions to make things go forward for them, whilst the opposing player has no intention of playing nice, the US can’t start another war and Iran might be hoping that the EU is too unwilling to see its economic setting dissolved through armed conflict. It would be a decent tactic to play, but for now it merely remains a setting of speculation. Yet, in all this, there is more than just saber rattling. When we look at Reuters we see “Turkey will continue its trade with Iran as much as possible and will not be answerable to anyone else, Economy Minister Nihat Zeybekci said on Tuesday, as U.S. President Donald Trump said the United States was withdrawing from the 2015 Iran nuclear deal“, so we see Turkey with an utter lack of accepting accountability for the economic paths that they are trying to get on (aka the EU gravy train). How can anyone expect Turkey to have any level of civility in the setting of economic partnerships? Because in the EU setting, we have seen more than one play where such acts would not have been allowed, yet Turkey is setting the pace to do just that. It is an important setting as it gives Iran a green light they should not have had, it is merely the outspoken voice to set the colour of options, and that colour is the one of explosive red. That is shown by others as the setting that is not to be allowed. Even as we understand that there is a setting that Italy, Germany and France do not want these sanctions to happen, we see that their voice gives “Patrick Pouyanné, the chief executive of the French energy firm Total, has already called for the EU to pass a blocking statute“, which makes perfect sense, and it is likely to happen, yet when we see the Turkish response with “Turkey will continue its trade with Iran as much as possible and will not be answerable to anyone else“, it merely shows that they are nowhere near ready to be allowed into the EU as a member state, because when they do something like this after they are admitted, the game changes by a lot and from that moment onward Turkey becomes merely the liability of the EU, not a member of the EU and there is a large distinct difference, even as we see them in the current setting for now, there is absolutely no guarantee that they will not continue on the undermining path that they are on, we have seen too many instances of Turkey acting that way that way in the last few years.

When we return to Iran we seem to be in deep water, not healthy waters by the way, the Riyadh/Golan actions are debatable at the very least and the fact that they are being mixed gives light to the dangers that are upcoming. Can they be avoided is the larger question, I am unsure of an answer, the fact that Yemen and Syria happened at almost the same time is a larger issue to contemplate and I have no factual useful response. Waiting for now is pretty much all we can do. I don’t think that we have to wait for too long as Israel has already announced retaliatory strikes a mere 15 minutes ago (source: Haaretz). So this cookie will not merely escalate, it is certainly the setting where other cookies get crumbled as well, the mere question is: “What are our options as per tomorrow, or the day after?

I do not know, when it comes to Yemen, we all (mainly the EU, NATO and USA) sat on our hands for far too long and they have made it part of the package deal. So the first act (at present) might just depend on how much Saudi Arabia feels threatened.

 

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The truth that kills you

It started in a setting that I observed and wrote about for the last few years, every now and then the NHS rears its ugly head. My look into this started when the Labour party has created a £11.2 billion fiasco that involved IT. When it comes to governmental IT issues, the UK does not score that high. In addition, when you drain a resource in one path, the other path tends to fade away and there were always politicians who claim they could do better, yet experience for over 20 years have shown me that they tend to remain clueless on the matters at hand. The moment they accept it, they go have lunch with friends who all see opportunities and before he/she knows it, the required scope has grown by 250% and soon thereafter it becomes too large to manage. From there onward it goes from bad to worse and that is how the NHS got sliced and diced (just one of many issues plaguing it).

So when I saw ‘Shock figures from top think-tank reveal extent of NHS crisis‘ (at https://www.theguardian.com/society/2018/may/05/nhs-lowest-level-doctors-nurses-beds-western-world) I was not convinced that the Guardian had even ruffled the top layer of feathers here. So I took a look. Now, the article is linked to the King’s Fund that has the numbers (at https://www.kingsfund.org.uk/publications/spending-and-availability-health-care-resources). The work by Deborah Ward and Linda Chijiko is actually really insightful, and an amazing read. So let’s take a look and they do not disappoint, the start gives us “Although it can be difficult to find data on health care resources on a comparable basis across countries, international comparisons can still provide useful context for the debate about how much funding the NHS might need in future. There is also precedent for this approach – for example, when Tony Blair famously pledged on the ‘Breakfast with Frost’ programme in 2000 to get health spending up to the European Union average“, I have to consider the value of adding flair of Blair, but it is fair enough (or was that flair enough). Yet, data is everything and proper data rules the setting, this paper recognises that and that is a massive victory.

It is important to add (pasted) the following, because it shows the value to a much larger degree.

Alongside the UK, we have chosen to look at a selection of 20 European or English-speaking countries drawn from across the OECD. For some analyses, data was available for only a subset of these countries. For some indicators, data was only available for services delivered by the NHS and did not include resources in the private or voluntary sectors.

List of UK comparator countries in this report

Australia Czech Republic Germany New Zealand Slovak Republic
Austria Denmark Ireland Norway Spain
Belgium Finland Italy Poland Sweden
Canada France the Netherlands Portugal Switzerland

Unweighted averages and medians have been used throughout this report to summarise data for the collection of countries as a whole. The amount of people who relied on weighted data cannot be underestimated on stupidity to some degree, as we get raw numbers we see that weighting would look better, yet less accurate. In this we do recognise the danger we see with ‘each country is given equal importance regardless of the size of its population‘, especially when we consider that non-rural Denmark tends to me limited to Copenhagen, and rural Netherlands (if there is any rural part left) tends to reflect Birmingham population numbers on average, so when we also take into consideration the truth of ‘The median and unweighted average are often very similar across these analyses, though the median will be less affected by extremely low or high values‘, we know that we are looking at something serious, but in the micromanaged parts (bordering rural/non-rural), there will be the sliding of values at times, not on a national scale, but where we consider certain parts per nation do not properly reflect internationally (the Netherlands vs France or Canada vs Germany).

Now we take a look at certain segments. The first one is “Under the Organisation for Economic Co-operation and Development (OECD)’s new definition of health spending, the UK spends 9.7 per cent of gross domestic product (GDP) on health care. This in line with the average among the countries we looked at but is significantly less than countries such as Germany, France and Sweden, which spend at least 11 per cent of their GDP on health care“, Sweden stands out as it has a much more refined social based system, so there is a shift there, yet as Sweden has 3 cities (Stockholm, Goteborg and Malmo), whilst the rest are basically villages some no larger than 1600 people (2 of them), the rest are between 2,500 and 140,000 in size, so in that regards, the population spread required an approach that differs from several nations, especially when you consider a place like Skellefteå and Lulea in the north. To give a little more reflection Skellefteå has 33,000 people over 8.39 square miles another 40,000 live outside of the ‘city’ limits. So it is 3,900 persons per square mile that in comparison against Birmingham that has 10,391 Ashton Villa fans per square mile. Different solutions are needed, and more often it the hardware (ambulance/helicopter) is very different especially in the winter season (in Sweden) where they actually have a white Christmas and often a white Easter as well.

Now we get to what initially was considered an issue by me, but that was because Denis Campbell Health Policy Editor of the Observer messed up a little (likely unintentionally). You see the article in the Guardian gives us “They reveal that only Poland has fewer doctors and nurses than the UK, while only Canada, Denmark and Sweden have fewer hospital beds, and that Britain also falls short when it comes to scanners“, now what is stated here is true, yet by stating “Britain falls short in several ways, especially when we compare ourselves to the Unweighted average. When we do that when it comes to nurses, only Spain, Italy and Poland have a less fortunate situation“, the Unweighted average gives a proper light per 1,000 population and that is where we need to look at the start and the King’s Fund research is doing that splendidly and shows that ‘spendingly’, the UK falls behind. It falls behind more and more is still speculative, yet if the coming 3 Financial years do not show a massive increase (read: change to the NHS approach) that will become a worsening situation for the population requiring nurses, doctors and equipment.

In the reports, I find one thing missing, that is, it would be a good idea to have that, you see, in the part Medical Technology, the CT Scanner part is partially flawed, Australia scores massively high, which is nice as I am on that island, but I also recognise the part missing there, even as there is a proper notice given with ‘Data for the UK only includes MRI and CT units in the public sector, so these comparisons should be treated with particular caution‘, the missing element is not the numbers, but the distance. As Australia is an ‘island’ nearly the size of Europe, it has its own problem, most of Queensland is rural territory and when you consider that Australia is twice the size of India, the amount of technology they have is often a burden on the size of that nation and the mere fact that the 5 large villages (Sydney, Melbourne, Brisbane, Adelaide and Perth) merely represent 65% of the population, the rest is rural.

Yet the more I read on this report, the more I respect it, it clearly shows issues that the NHS UK has, partially due to its own flaws (the report does not show that). It shows at the end that there is space for jobs “There are approximately 100,000 vacancies for clinical staff in the English NHS, and nearly half (49 per cent) of nurses do not think there are sufficient staff to let them do their job effectively“, but it does not show the ‘elitist’ approach the UK has had for decades into allowing transference of other nurses (from other nations) to become part of this workforce, yet the impossible standards that the UK have used to stop that falls short of the shortages and lack of services now thrust upon the people in need of medical services. The second part is seen (at https://improvement.nhs.uk/documents/2471/Performance_of_the_NHS_provider_sector_for_the_month_ended_31_December.pdf), here we see: “Providers have not met ambitious cost improvement targets and it is critical that these plans are recovered before year-end

Providers set out plans to deliver a total of £3.7 billion savings this financial year. The sector has outperformed the wider economy by delivering an implied 1.8% productivity improvement. This was supported by cost improvements of 3.3% – equivalent to £2,139 million of improvements in the first nine months of the year, £97 million higher than the same period in 2016/17“, so how to read that? They need to show better for the same amount, they were unable to deliver and they still got paid? Is that how it reflects, because that is merely the setting of a disastrous business model, in that the elitist overkill hire approach of nurses will never be in a proper setting in that way, or solved which would be nice too.

So when we see: “By Q3 the sector had achieved 65% of the forecast efficiency savings for the year – to meet the forecast outturn, providers will need to significantly step up the delivery of CIPs in the final quarter. However, the same pattern was seen in 2016/17, so there is evidence to support the increased delivery in the final quarter“, which sounds nice, but they would still come short by no less than 20%, so even as we complement them by getting better in the home stretch, they still did not make the delivery they promised and no matter how ‘ambitious‘ the goal is, a goal not met remains a failure. So when we do address the shortages on all levels and the setting on how ‘some top think-tank‘ gives us ‘shock figures‘, it still revolved around a much larger mess that has not been addressed for the longest of times and is still nowhere near up to scrap.

The goods we need we see on page 51, with the setting of ‘Nursing vacancy position‘ we see how most other failures are shown to fail merely due to shortages, the fact that the NHS has 35,000 vacancies also shows on how timelines cannot be met, when we see that in regard to the shortages nurses to the job of 1.4 nurses, there will be more burnout and more delays on every field. Throwing money at it will not really solve the issue, because this is the one field where we see the direct impact of service levels versus the impossible demand of nurses. So when we accept that the nurses program requires a larger overhaul in setting the stage we see that this is te first field where the military are actually becoming part of the solution.

How speculative can we get?

Here is a warning that matters, because the changing of settings is essential to shaping the future. Consider two places the first (at https://www.army.mod.uk/who-we-are/corps-regiments-and-units/army-medical-services/queen-alexandras-royal-army-nursing-corps/) where we are introduced to Queen Alexandra’s Royal Army Nursing Corps (QARANC), as well as the recruitment (at https://apply.army.mod.uk/roles/army-medical-service/army-nurse). Now consider that the army is charged with the setting of training all applicant nurses to serve the NHS. So immigrants and optionally their children get a short access path to serve the UK on medical terms and it comes with complete processed nationality (after initial screening is passed). So families get the option to become British and part of the society they moved to. Now, this will not always work, yet if you see a 35,000 shortage and you get to lower that by 1,000 each year? Let’s not forget that the shortage is not going away any day soon, so any approach we can take we should consider. Now this is not for everyone, and more importantly an army nurse is still a military function, yet in this setting, there will be training in English, UK values, medical training, language and more importantly the years to come will show whether they have what it takes, in the end we use a structured system to infuse the NHS in operational ways, in addition, as the there is a growing need at the NHS, we see other parts where such reflections would grow the power of the NHS indirectly.

Both logistical and engineering sides of the Military could spell equal options to grow the NHS, or at least grow the ability of taking care of itself sooner rather than later. When we consider that the cost of agency nurses are close to astronomical (at http://www.kentonline.co.uk/medway/news/trust-spends-11m-on-temporary-nurses-180427/) gave us “Medway NHS Foundation Trust spent more than £11m on temporary nursing staff last year, a Freedom of Information request has revealed“, so when we consider that, is calling the army to aid in setting the boundaries back by a fair amount that much of a farfetched call? When we also see “There is a shortfall of 40,000 nurses across the UK, which has been driven by a lack of nursing training places in recent times“, is my call to call in the army and its instructors that much of a leap? Now we can all agree that it does not work on all fronts, but we can either stare at the missing beaches we have now, or start creating our own beachheads and see if we can see how new solutions could be implemented. There is no certainty, only the certainty that at the present course there will never be a solution that is what needs to be addressed. We need to accept that the current approach towards solving the NHS issues is not realistically set. When we look at merely one source (at https://www.nurseuncut.com.au/how-australians-can-get-nursing-jobs-in-the-uk/), we see the language that is given even after you get the NMC (the Nursing and Midwifery Council), you passed the tests, you have shown that you are who you are, your medical knowledge has been assessed, we then see “The hard work isn’t over after this point though, as you will obviously still need to find an actual job within the NHS. Fortunately, there are places designed to help – such as agencies like Nursing Personnel, where you can find a range of jobs across different disciplines and in different UK cities“, so we see that the agencies are set as a buffer, filling their pockets, so they never ever want to see that changed. In addition there is “Following this, you must apply for and then receive a valid work visa to ensure you can legally work in the UK. Finally, when all the pieces are in place, you can begin your new nursing role. Good luck!“, So even after that path is taken, after you get your NMC pin, there are still two iterations to get through, even as the Army, or even directly via QARAN, we could see that the entire path, towards the NMC, especially by those who have a nursing degree. That was never an option? Not even as I discussed such a path almost 4 years ago? When we see the shortage and the non-actions in this, can we even have faith that those around the NHS want anything fixed? It seems that they get ‘rewarded’ no matter what, especially the agencies, so when we see the money in that, why would they want to fix it? I say start by fixing this for the nurses first, which will get delays down and will give additional rise to finding as the agencies get less work, it also states that the invoices form them disappear meaning that millions become available. More staff and alternatively also more equipment could be the beginning to solving two issues to a larger degree. After that we can start looking into addressing the shortages on doctors, yet I also feel that once the nurse shortage is addressed, the doctor shortage might partially take care of itself. Even as the Financial Times reported last year that almost 400 GP’s a month quitted the NHS, addressing the nurses shortage will lower that number and when there are enough nurses we will see that it might lower to almost zero (speculative), yet as one fixes two other issues, we will suddenly see that when nurses reach above the unweighted number of 10, other numbers are guaranteed to shift too, because as agencies make millions less, those millions will shift to optional beds, medication and technology. Suddenly the UK will not look so bad overall. Now, let’s be clear this is a path that would take no less than 3 years to see certain parts turnaround, but it is a realistic path with a realistic curve of improvement. So even as we get served “Portsmouth Hospitals NHS Trust has 9,264 4 hour breaches (25.5%)“, we can also see from the other numbers that a larger extent is due to a shortage of nurses, so when we accept that they could climb to 85%-90%, we see that the entire setting suddenly looks less grim, so even as we need to realise that there is a setting (based on location) that the overall need of 95% performance is ideal, the question becomes is it a realistic setting, when all matters are equal it might be, yet at present all things are not equal and that is the part that requires attention, it is not the top 5% made that sets the standard, it is the acceptance of those in the 90%-95% range that requires merely some scrutiny, the question becomes, which one alteration might get those in the 90%-95% range there? I believe that nurses are merely one part, technology is the second part and as we deal with nurse shortages, there is a setting that technology gets fixed to some degree in the process. This paper (Spending on and availability of health care resources: how does the UK compare to other countries?) does not answer it, but gives light to the path that requires attention, the paper gives a path to investigate and that is equally massively important, so when we consider figure 2, can the change between New Zealand (10.3 nurses) versus he Netherlands (10.5) above the unweighted average of 10.4 show that difference of attaining the ‘revered’ 95% score or higher? Because of ‘irregularities’ that national needs tend to have, it is a cautious approach, yet the idea that it solves it is one thing, yet the one part not shown here (hence I took these two reports) is that even a we accept that they cannot be used in comparison, the setting of getting the 95% mark is still an essential statistic (by some) and if so, we accept that we go by the Unweighted average as a mere indicator, is that the right indicator to use (read: rely on), or is there a number missing? Is there a ‘Nominal Coverage‘ missing that is an indicatory number that aids us towards the A&E 4-hour standard setting and the attainment of the 95% score? Now it remains indicatory as there will always be a shift towards nominal nurses and actual nurses, but we need to start somewhere and if additional nurses are the first requirement to start turning this around, these numbers will become a lot more important, that part is not addressed (which was never the setting for Deborah Ward and Linda Chijiko), yet it is an issue for the NHS and the writing and results by these two ladies, might be a first step in actually getting there. When we look at the simplicity of it, was it really that far-fetched? I am merely asking, because my flair for oversimplification can be overwhelming for a lot of ‘experienced analysts’.

Yet, my mere focus has always been, how can we fix/improve the current NHS?

It is the path to solution that we need to care for, how it can be fixed, if it can be fixed. I have forever opposed the Jeremy Corbyn approach to throw money at it, because in the current setting the only one getting a better deal are the agencies and they are already cats that are way too fat. Hence I look at the directions where training and education sets the pace and in that pace we need to find opportunities for the NHS to pick the fruits form the yard, it is merely a different set of spectacles, the spectacle is not merely about the presentation, it is about setting the right focus, because focus shows us where the flaw is and where we can initially start the focal point of repairing the situation.

The weird part is that Canada, the UK and Australia have similar issues, so there is a foundation of repair missing which is equally a worry. In all this someone is getting rich, is it so hard to look at those getting rich and why that is? The fix could have been underway as early as 2014, the fact that it is nowhere there is worthy of many more questions, yet the bulk of those who could ask them, do not seem to ask them visible enough for all people to wonder how certain matters could be fixed and when one is fixed how much the other problems diminish, an equally important question. Even if it is merely for the reason that not finding these answers could kill you, either in an ambulance, or in a corner of a hospital awaiting a nurse to get you to the proper place for treatment, would that not be nice too?

 

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