Tag Archives: France

September 1, 2018 · 12:15

That did not take long

Wow, it has been a mere 22 hours since my last Blog. In there I wrote: “The additional part where we see that Pakistan is importing close to $400 million from the Netherlands each year is optionally be getting hit as well“, which comes to pass when I see the flames on Twitter between Geert Wilders (https://twitter.com/geertwilderspvv) and the Pakistani Government (https://twitter.com/pid_gov). Even the the Pakistan Defense forum(https://twitter.com/defencedotpk), they immediately went to their copy of ‘Art of War‘ and gave us “Royal Dutch Shell, Phillips, Unilever, ABN AMRO interests in the Muslim World should be nationalised, levy heavy duties on Dutch shipping passing through the Suez, Hormoez shall be closed off for Dutch ships. Their airlines should be barred from using OIC airspace. Watch it melt!“, now a forum is not a government speakeasy, so there is time, but this riled up well over 100,000 Pakistani’s in all walks of life. Yet in here a few cool heads prevailed with: “Doesn’t matter to them, as it will hurt Pakistan itself, thousands will be unemployed, lakhs of people are working directly or indirectly in Unilever Pakistan, not even 0.1%profit generated from Pakistan, of total Unilever profits, even all oic countries ban it, it will hardly damage them“, yes it will hurt Pakistan, yet will it hurt enough? When Pakistani interests are moved from Unilever to European or American alternatives, do you think that the pain is long term? No, that is unlikely to be the case, yet the long term pain to Dutch industrials will be clear when they lost the ability to meet quota’s and to meet the expectations of analysts. That pain will be very visible. So even when we see the response by Geert Wilders with: “Don’t claim victory too soon @pid_gov I am not finished with you yet. I will expose your barbarism in many other ways“, we have to wonder if he is exposing barbarism or instigating discourse through attacks on Islam? That has always been the setting here. Perhaps we need to take another look at the setting, which started as early as 2015. I implied it in my title ‘Lollies to the Right‘ (Yesterday’s blog), in this lollies is an English slang for money. Someone is funding all this. The Cartoon competition shows another side, from the $12,500 in Garland Texas, and the amount (unknown) for the Dutch event. This is not from the pocket of Geert Wilders, someone is funding these fumes hoping that a war will erupt and we need to find out who is behind the screens on the far right, it is more important then you know. It is not merely about the hatred, the setting of economic strike backs was always going to be a clear setting. And I was right all along. We now see in the Daily Pakistan: ‘Dutch govt seeks improved bilateral ties with Pakistan after blasphemous contest saga‘, where we see: “Dutch envoy to Pakistan, Ardi Stoios-Braken announced on Twitter that the Embassy team will work with fresh energy and focus on promoting the bilateral relationship with Pakistan and mutual understanding“, yes I saw that coming a mile away and the question becomes, how much will that cost the Dutch government? By the way, in that same period of contemplating my correctness, I also designed two new (optional) Google devices, so it required close to no brainpower, so I had three other things running in the back of my head. Here too we are fed the lies by Geert Wilders. The lie “to avoid the risk of victims of Islamic violence, I have decided not to let the sacrilegious cartoon contest go ahead“, yet that was not really the case was it. The game was not set on the competition, but on the backdrop and I wonder what happened on May 1^st 2018. When we were shown: ‘Far right leaders gathered in the southern French city of Nice‘, we were not in the picture on the rest. There was another player there, ready to use Geert Wilders as the tool he is. This was merely foreplay, binding the hands of certain politicians and setting the stage for others. The Independent gave on that very same day: ““The European Union today has catastrophic consequences for our countries, and yet another Europe is possible, the Union of European Nations,” she told a rally as she met with the leaders. “Europe is a good idea and the European Union is killing it.” The next European Parliament elections are scheduled for the 23 to 26 of May 2019 – after Britain is set to leave the European Union.“, that is the part that matters more, when things go out of balance, other players can come in and have some fun making money fast, that is the one part were the right seems to be blind. With Italy much more firmer in the right, with the AfD (Alternativ fur Deutchland) we see that they are still growing, even more so as Angela Merkel is now in a much lower ratings than ever before, so even as that does not indicate that AfD will push to better staging and more seats, that is not a given. Yet, in this I was proven wrong in my assumptions (based on data) on how Matteo Salvini was not really a risk and he got a much larger slice of Italian politics then we imagined and with Germany we cannot afford that mistake again. In all this it is more and more clear that the UK got out in time (a little too late though), with the European settings we all get to look at, there is a clear path that half of Europe will be in an anti-Muslim stage soon enough and not being part of that war is the only good we can hope for.

Yet the only links that I get back to in the end (thanks to some data that I found in Austria) from sources like the Wiener Zeitung and the Freedom Party of Austria and Heinz-Christian Strache is Steve Bannon of all people. Right on the same day that Cambridge Analytica became a non-entity, we see that Steve Bannon was always part of this, the question becomes: Was that why the data was needed? Was this why there was a nice dinner in Nice? OK, I admit that this is slightly too ‘conspiracy theoretic’, but the elements are there; we forgot that 87 million Facebook users are not merely there to use for the far right, they can also be used against the left and more important, once properly mined and grouped, other elements can also be addressed. We were treated to Channel 4 and their ‘Cambridge Analytica CEO filmed boasting of using entrapment, bribes and honey-traps to influence election‘, but the much larger cake is not merely the elections, it is the fact that creating discourse in Saudi Arabia as it is ready to start a trillion dollar investment setting (well over half for the creation of Neom, city of the future), we see a lot more opportunity for those players. Even in history we saw the UK push Egypt in another direction as it feared the larger hold and more importantly the hold that the UK would lose, we see a variation now by the escalations of Islam and anti-Islam and in all this Geert Wilders is the most visible tool. In this Steve Bannon played the game very well. Even as we saw him being close to Islamophobic in Breitbart and his film script, on which the Washington Post reported with “The script for the film, Destroying the Great Satan, which was never produced, opens with a fantasy scene of the US Capitol adorned with a star-and-crescent flag and broadcasting the Muslim call to prayer, according to a script obtained by the Washington Post. The film imagines a “fundamental clash of civilizations” between the west and “supremacist” Islam“. So, this is clearly not in my imagination and there is heaps of data behind it all, but there is no clear link, all the direct links are hidden. I am not speaking about ‘advertised’ open admiration between the players. No, there is a larger part in this and it is between middle men so there is nothing to prove. That evidence is not out there and it unlikely never ever will be. Steve Bannon is slightly too intelligent for that, because over time it comes knocking at his door, so he got it truly insulated against that, using tools like ‘Wilders’ as he sees fit. Marine Le Pen is in her heart too nationalistic (French) so she is an ally, but just up to a level and the same can be said for Matteo Salvini, all set in a stage of anti-Islam. Now that we see the Dutch impact others will be more cautious. When the Guardian informed us of “Steve Bannon has announced plans to establish a foundation in Europe that he hopes will fuel the spread of right-wing populism” we also got the push from Politico with “his potential European partners are ambivalent, saying they want to keep the controversial American at arm’s length even as they seek to tap his expertise on how to disrupt politics on the Continent“. I do not think it is false, but I do believe that there is orchestrated caution here. Yet as we also see: “Bannon’s connections to Europe’s leading populists, many sound unsure about letting an outsider play a central role in next year’s election, let alone one with his reputation. Some pointed out they are already working on their own pan-European alliances“, as well as “Rivière, his party’s international spokesman, said he has talked to Bannon about how he could “provide us with new ideas or share his experience.” Rivière said The Movement would be “a good non-partisan tool box” to achieve that. Bannon, who formerly ran Breitbart media, helped lead the successful Trump campaign in 2016 and went on to serve in the White House for seven months“. Here we see levels of facilitation and that facilitation will only go as far as Steve Bannon gets an industrial upper hand and it is not clear to me if these political players will be aware. What is very clear is that both Israel and Saudi Arabia need to become a lot more cautious when it comes to America. In the end, the Iranian escalations, the Syrian, Russian and Turkish setting in all this sounds nice and it sounds nice that America is on THEIR side, but only for as long as the economic fallout blows the wind to America, in the end those nations stand alone, in the end, America has a protection barrier called the Atlantic Ocean and they can retreat to ‘home ground’ , that is the play any bankrupt nation makes, lets others do the work for them, they only come when the cream is there to be scooped. When that does not happen, they walk away and we need to find a way to stop anti-Islam movements now, because they endanger the State of Israel in a similar way and even if these far right settings do not care, we should because when escalated it is a mess that no one can visit for at least a generation.

I think (as I stated before) that the seriousness of Saudi Arabia and the push for innovation has scared America and Europe. You see, the last time anyone was this driven we ended up with Google and now they are 4^th in size on a global scale, that is until 2023 when they will jump back to number 2. Both IBM and Microsoft have issues and they will polarise clearly in view in 2019, at that point we will see a new shift and Google will bypass them pretty much overnight with all the 5G issues brought to the well willing hands of close to 2 billion people within a year, it is that same fear that made certain governments strike out against Huawei technologies. And that has nothing to do with security issues. When you realise that, we also see why the entire Wilders cartoon issue is a larger one. So, when you consider that the richest companies’ revenue wise in 2017 had Royal Dutch Shell on 7^th with 240 billion in revenue. Now consider that the entire Wilders situation is still playing in Pakistan, with escalations still opening up in the UAE, Oman and Saudi Arabia. So when you consider that Shell could get hit and those hits are translated to additional opportunities for Exxon, which country benefits that? In the end Exxon and Shell might up trading revenue places on that same list in 2019.

There are enough markers in all this, but no direct evidence, that is likely to be seen after it is too late. At that point what will Europe do? Wake up, or just let it slide? I will let you decide, just be aware that the impact will be the economy, it usually is the first one to take a body blow in such events.

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Tagged as ABN AMRO, AfD, Alternativ fur Deutchland, Ardi Stoios-braken, Breitbart media, Cambridge Analytica, Channel 4, Daily Pakistan, Dutch government, Exxon Mobile, France, Freedom Party of Austria, Garland Texas, Geert Wilders, google, Heinz-Christian Strache, Hormoez, Huawei technologies, IBM, Israel, Italy, Jérôme Rivière, Marine Le Pen, Matteo Salvini, Microsoft, Neom city, Netherlands, Nice, Oman, Pakistan, Phillips, Royal Dutch Shell, Russian, Saudi Arabia, State of Israel, Steve Bannon, Syrian, Turkish, UAE, Unilever, Washington Post, Wiener Zeitung

August 23, 2018 · 12:35

Liberalism overboard

We can agree that there is in many places a setting of ‘freedom of speech’. For the most, I have always supported that, and even though I know that there is an overwhelming amount of exercise in the ‘art of free speech’ for the mere setting to do harm and to inflict insult onto others, the largest portion of people are about merely voicing personal opinion, or in some cases to evangelize their version, or better stated their interpretation of events through free speech. I do still believe that freedom of speech is a much larger advocate of good then evil. The question becomes, what happens when the intent is a malicious one?

In America one of the most famous cases of free speech is still Hustler Magazine, Inc. v. Falwell, 485 U.S. 46 (1988). From the New York Times at the time we get “the Court held that the First Amendment gives speakers immunity from sanction with respect to their speech concerning public figures unless their speech is both false and made with “actual malice”, i.e., with knowledge of its falsehood or with reckless disregard for the truth of the statement“, that is the important setting in this case, and even if this is regarding a setting in different nations, it gives a clear view on where most of us are, or should be. So when I was confronted with “a Prophet Mohammed cartoon contest organized by anti-Islam PVV leader Geert Wilders“, a person who has a visible anti-Islam view, when we are clear and in the know that images of the prophet Mohammed are a massive taboo in the entire global Islamic population, why can we allow a political party leader to set a stage of mental duress to Islamic people of all ages? The fact that this competition is to be held in a closed part of Parliament closed or not reflects even worse on the Dutch government.

If I was an emotional person (which I am not), I would plead with the United Muslims of Australia (UMA) as well as a few Muslim governments on the idea of a fantasy story, the topic would be ‘How to assassinate a politician‘, it is partially important that the people realise that I am a Catholic, not a Muslim. It would be open to all Muslims from 14 to 20 years old and the story needs to surpass 8000 words. We will ask a prominent member of Muslim society to consider being the judge of all those stories.

I am as rich as a church mouse (read: therefor the opposite of rich), so I cannot make a price available, so we need sponsor willing to host the artistic exercise and the winner should get a decent award and we will send all the submissions in PDF form to the Dutch Parliament as a statement of objection on what PVV Leader Geert Wilders had set in motion.

You see, the steps are important for the mere setting that there must be a dialogue with people that is not set on hatred and in equal measure, people fuelling the fires of hatred should no longer be allowed in politics. The fact that we were offered: “In 2015 Wilders attended a Mohammed cartoon contest in Texas. He left just before jihadists tried to commit an attack“, it was a clear message (apart from the one in France). So the Dutch politician was in attendance at this event on Dutch Memorial Day (regarding WW2), when we are treated to: “Two gunmen who opened fire outside a competition for the best cartoon depicting the Muslim prophet Muhammad near Dallas in the United States on Sunday. PVV leader Geert Wilders was the keynote speaker at the event. The police shot and killed both gunmen. A security officer was injured“. It was at an American event, in America that called for, and knowingly invited for an action of extremism. A hate group hiding behind “He told the audience that most terrorists are Muslims and “the less Islam the better”. “We are here in defiance of Islam to stand for our rights and freedom of speech,” he said during his speech. “That is our duty.”“. the two sides is that we do not deny a freedom of speech, yet when you use that freedom to knowingly and intentionally inflict harm to others, how does that go over with you?

In this it is the current nightmare for Stef Blok who is currently heading the foreign office. It is a nightmare, because not only is it a setting where a politician is intentionally insulting a religion, not only is this a set stage, it is one that is ALLOWED to be done in Dutch Parliament.

No matter how good most of the Dutch are, no matter how dedicated they are to excellence. when we consider the business model (at https://www.khaleejtimes.com/business/local/dutch-model-attracts-uae-firms), when we see that the setting of “Twenty-seven of the 60 projects come from the UAE“, when the attached “Currently, we have 60 investment projects from the Mena region together investing more than 1.1 billion euros and creating more than 2,000 jobs“, when that falls away due to the insult of their national religion, when the people in the UAE are made aware of the insults that PVV Leader Geert Wilders is allowed to get away with. How long until the funds stop and the jobs go to the UK, France and perhaps Australia? When we get Jeroen C.M. Nijland, commissioner of the Ministry of Economic Affairs at the Netherlands Foreign Investment Agency (NFIA), now having to state that economic times have taken a step back due to ‘abused freedom of expression’ in a stage of intentional malignant acts against Muslim nations on a global scale. When these 2,000 jobs fall away? What will be the excuse Dutch officials will announce in line to the ‘Due to uncontrollable elements, the Dutch deficit will rise from 1.1% to an expected 1.9%‘, or perhaps “The economy will grow by 3.3% in 2017 and a projected 1.3% in 2018“. When one party represents close to 50% of the Netherlands Foreign Investment Agency, getting the scope of alienating economic partners correct tends to become extremely important.

In that regard, when the President of the United Arab Emirates, Khalifa bin Zayed Al Nahyan learns that Dutch parliament was allowed to be used for such an event. How do you expect that he is likely to react? When Saudi Arabia learns of this, a nation now ready to give reign to around one trillion dollars in projects for the next 7 years (the new Neom city included as well as other Saudi projects), in that light, just how stupid was the setting of facilitating to Geert Wilders in all this?

A setting where the technological growth, especially in 5G projects will be the largest in the history of the world (for now that is), when these projects could feed corporations for close to two generations, getting ‘political correctness’ a little better under control is close to everything. So, I do remain a ‘champion’ of free speech, but we should learn to see accountability equally important, especially when there is as what I personally see as clear intentional malice in play. In that regard it was never about ‘freedom of expression‘, was it? So, if we accept fair play, then the Dutch economy should rely on business partners that are not fundamentally Muslim and perhaps they can get the same amount of projects and revenue in Asia, or Africa, or perhaps America. Was America not that nation that has such a booming economy? You see, plenty of other nations to get the 27+ replacement contracts.

I think that this should be the impact of Liberalism when it goes overboard. When we dig deeper and we consider the Society of Personality and Social Psychology (SPSP), we see “findings confirm that conservatives, liberals, the religious and the nonreligious are each prejudiced against those with opposing views. But surprisingly, each group is about equally prejudiced. While liberals might like to think of themselves as more open-minded, they are no more tolerant of people unlike them than their conservative counterparts are” (source: Politico.com). Mark Brandt, Geoffrey Wetherell and Christine Reyna created the paper ‘Discrimination Across the Ideological Divide. The Role of Value Violations and Abstract Values in Discrimination by Liberals and Conservatives‘ (2013). Here we see “conservatives were more discriminatory than liberals toward liberal groups, and liberals were more discriminatory than conservatives toward conservative groups. Conservatives’ discrimination was driven by their higher traditionalism and by liberal groups’ apparent violation of their values. Liberals’ discrimination was driven by their lower traditionalism and by conservative groups’ apparent violation of their values. Complicating matters, conservatives highly valued self-reliance, which weakened their discrimination toward liberal groups, perhaps because self-reliance is associated with the freedom to believe or do what one wants. And liberals highly valued universalism, which weakened their discrimination toward conservative groups, likely because universalism espouses acceptance of all“. Yet the foundation is not the setting of prejudice that we all will have to some degree, what happens when this prejudice is coated in intentional malice? What happens when malice is the cornerstone of the politician and the spokesperson on an agenda that is drenched in self-interest and in that knowingly sets the stage of ‘absence for consideration‘ towards the economic setting that is part of a governing parliament, a parliament that Geert Wilders is a part of? When we see that the economic partners walk away, is that prejudice or the cost of doing business? When we accept certain cultural business partners, should we accept that a level of accountability is to be expected when the ‘freedom of expression‘ is set towards the stage of intentional malice?

You see, for me the exposure would be merely business. I can, to some degree take the slack of these 27 projects and claim my 3.75% of 1.1 billion euros and assist in getting the UAE the quality replacements that do take a level of political correctness in their stride, especially the political players that are unwilling to play fast and loose with a billion euro’s by not allowing parliament to be used for intentional malicious anti-Islam events.

So am I suddenly anti-Dutch? Am I suddenly anti freedom of speech, or anti freedom of expression? No, I am not. I merely state that ‘intent of malice’ should not be allowed, especially not in any house of parliament. I do also accept that the Charlie Hebdo case is a sensitive one, yet in that this was acting within France, in a total satirical case and it was not merely Islam. The setting was also anti Catholic and anti-Judean. One could argue that the magazine treated all religion, as well as politics and culture to a larger degree with contempt. I do not accept that the act against the Charlie Hebdo on 7 January 2015 was an acceptable one. For the most also for the driving reason that they were not singling the Muslim religion out as a target for their satire. In their setting it was about freedom of expression against all they viewed, not just one religion. There was a debatable absence of malice here.

This does get me on a slippery slope and I admit to that. You see, when we set that stage, is there intent or absence of malice? Is satire an intention of malice? No, when it is done over the top and in the staged setting of a cartoon, I remain in line of the Hustler Magazine, Inc. v. Falwell stage. It is cartoon, over the top expression of ridicule, like the two Hebdo images. And as a Catholic, I can look onto that setting and giggle. We never had the absence of icons and images towards religious Christian figures. It changes the field completely.

When liberalism allows for, and to the larger stage supports intent of malice, that is when we need to sit down and wonder just how far over the top have we gone? It is a discussion that the Dutch need to have in the very near future. That pressure will grow when it is no longer merely Pakistan formally complaining, but when Egypt, Saudi Arabia, the United Arab Emirates, Qatar, Oman, Turkey and Indonesia follow suit and stand with Pakistan. At that point it might be too late for the Netherlands to merely do this away with some political statement. At that point it will require much larger efforts by the ambassadors in those nations to go into damage control mode and fix the mess that Geert Wilders was allowed to make in the first place.

It suck to be Mr Laurens Westhoff, Mr Joost Reintjes, Dr Bahia Tahzib-Lie, Mrs Laetitia van Asch and Rob Swartbol in the coming weeks. I have no doubt that in these places there will be a lot of outrage on the matter (and a few other places too).

The fact that this started in June and was not the front page setting in many papers was to some degree an issue, the fact that Pakistan made a formal complaint about the setting and the fact that the newspapers are ignoring the issue over the past 48 hours is also an issue, especially when we are confronted with the setting “Mazari said the actions of Wilders, who heads the Dutch Freedom Party, was a clear violation of human rights of Muslims in Europe as well as a violation of the European Convention for the Protection of Human Rights and Fundamental Freedom“, so we see Human rights issues in almost every paper, yet when it is Pakistan minister Shireen Mazari, the papers set it aside? Will it all become an outspoken stage on the Pakistan blasphemy law that still attracts the death penalty? In this stage and those settings, we need to accept that there is a much larger hypocrisy in play, so when I limelight the issue, partially so that I can fly in with an option towards 3.75% of One billion Euro, I feel perfectly justified in my actions, at least I was always willing to state out the settings, even when I was wrong (the Jeremy Corbyn stage of a funeral in Tunesia), I had no issue about correcting the stage as to what it truly was (to the degree that I was able to validate).

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Tagged as Australia, Charlie Hebdo, Christine Reyna, Dr Bahia Tahzib-Lie, Egypt, European Convention for the Protection of Human Rights and Fundamental Freedom, France, Geert Wilders, Geoffrey Wetherell, Hustler Magazine Inc. v. Falwell, Indonesia, Jeremy Corbyn, Jeroen C.M. Nijland, Khaleej Times, Khalifa bin Zayed Al Nahyan, Mark Brandt, Ministry of Economic Affairs, Mr Joost Reintjes, Mr Laurens Westhoff, Mrs Laetitia van Asch, Neom city, Netherlands Foreign Investment Agency, NFIA, Oman, Pakistan, President of the United Arab Emirates, PVV, Qatar, Rob Swartbol, Saudi Arabia, Shireen Mazari, Society of Personality and Social Psychology, SPSP, the United Arab Emirates, Tunesia, Turkey, UAE, UK, UMA, United Kingdom, United Muslims of Australia

August 20, 2018 · 13:19

Lying through truth

It is a sad day, it is sad for several reasons. The first is because the Press is now intentionally misleading the public. The second is that the press now decides the scope of information that the people are allowed to have, by spoon feeding us part of the information. It is about emotional impact at the expense of the truth, truth through omission whenever needed.

That is at the centre of all this and I cannot comprehend why this is continuing in this way. The articles part of this are ‘US supplied bomb that killed 40 children on Yemen school bus‘, the article (at https://www.theguardian.com/world/2018/aug/19/us-supplied-bomb-that-killed-40-children-school-bus-yemen), in addition it links to an article called ‘Yemen school bus bombing ‘one of 50 strikes on civilian vehicles this year’‘ (at https://www.theguardian.com/world/2018/aug/16/yemen-school-bus-bombing-one-of-50-strikes-on-civilian-vehicles-this-year). In all this you are deceived by Julian Borger in Washington and Saeed Kamali Dehghan in London. Now, before I continue is that the part “The bomb dropped on a school bus in Yemen by a Saudi-led coalition warplane was sold to Riyadh by the US, according to reports based on analysis of the debris” is not a lie in itself, it is a lie, but that is what we will look at in a moment.

You see, the more complete truth (as I personally see it) is: “Saudi-led coalition forces attacked a Houthi stronghold; the bomb either directly or indirectly hit a bus, which later turned out being a school bus with children on board. As far as the information gives us the warplane was sold to Riyadh by the US, according to reports based on analysis of the debris“. This difference matters because the attack, from several sources was a Houthi stronghold. The photo that I discussed on August 13th in my article ”Is it mere wording” (at https://lawlordtobe.com/2018/08/13/is-it-mere-wording/),we see the ABC article gives us the footage where we see a non-scourged bus, implying that the bus was indirectly hit. The white paint of the bus was still intact. We admit there is total devastation, but this is the first part of the deception by Julian Borger in Washington and Saeed Kamali Dehghan in London. The second part is the fact in what I would regard as intentional omission. In addition, Al Jazeera gives us: “a Saudi-Emirati coalition air strike has killed dozens of children in a Houthi stronghold“, an unconfirmed part (apart from Al Jazeera) and in all this there is no mention of that part in there?

As for the setting of “US supplied bomb“, we have to realise that “As of April 2016, Saudi Arabia’s 2016 defence budget has decreased only by a relatively small amount from 2015 levels, as the government appears determined to support the economy and focus on economic diversification. Military and security still comprise 25 percent of the total budget, representing a sizable opportunity for U.S. aerospace and defence companies“, so this is a spending and investment that has been going on for years, hence the chance was great that it was American equipment that would be used. I think it is slightly hypocrite that the papers (dozens of them) on where the missile came from whilst the US economy has been barely surviving and with those dozens of billions a year the US would have stopped some time ago. In addition, if you want to go for the source, ask the people in London how they feel about the French Exocet missile, it took out the HMS Sheffield. These things happen and the fact that there was a bus full of children that was most likely indirectly hit is still really sad, no one denies that. Yet what were they doing in a Houthi Stronghold? No one really has that answer, do they? The Houthi’s have taken on board the Hezbollah and Iranian advice to hide within the population, that is a setting where plenty of innocents will get hit and the fact that this is done whilst even now we see that last Friday missiles were fired, aimed at the population of the city of Najran is not mentioned. Now, I accept that this is not part of the bus news, but several other parts were. The fact that Houthi’s have launched 176 ballistic missiles towards the kingdom so far is also a fact that is part of all this (not of the news article though). Yet the Saudi-led coalition will act in reprisal, who will get hit next? The Deutsche Welle also gives us: “arms researcher Pieter Wezeman told DW the missiles were likely not in Yemen before the war“, I am personally decently certain that they came from Iran, but how is still a mystery.

We also see important news that is clearly given by the Guardian where we see: “according to an analysis by Human Rights Watch (HRW), out of 75 incidents where civilian casualties were reported, JIAT has admitted Saudi rules of engagement may have been broken in only two“, I am willing to go as far as stating “2 out of 75, is still two too many“. The problem is how preventable were the two issues, was the bus incident avoidable? When I inspect the image again I see the white bus frame totally non burned, a direct hit would have set it on fire and there would have been no white paint left, that gives indication that the bus was indirectly hit (but still got slammed massively), I also (personal speculation) surmise that a direct hit and fire would have ended the life of the left rear tires, which is not the case. In this, there are a lot more questions in all this and the focus on the dead children is understandable, yet what were they doing in a Houthi stronghold? I equally oppose to some degree Jim Carrey’s setting. Now, the man is entitled to his opinion, and it is not a wrong thought to have, but was it the correct setting? When we see “The United States actor and artist Jim Carrey blasted on Aug. 17 the deadly airstrike in Yemen last week that reportedly killed 40 children on a school bus, calling the incident “Our crime.”” I cannot agree. You see several nations sell defence solutions. The US a lot more than most others, but the US, China and Russia all sell their governmental goods. Just like I will not blame France for selling the exocet missile to Argentina (the USS Sheffield incident), I cannot blame those three when the buying governments use them as actionable goods, for good or for bad. In this, I have always lived with the setting that bullets do not kill people, people kill people. So yes, there is a setting where the Saudi government should consider the investigation. Perhaps they do not have all the answers; equally it might never be resolved in a satisfactory way. The Houthi’s also have the setting to deal with that in a warzone children should have been clearly directed on safer roads. You cannot fire 176 ballistic missiles and expect this not to be answered. Like in any warzone, mistakes will be made, sometimes they are misguided setting of what was a valid target, sometimes it is mere technology that is off by 15 meters (whilst flying 160Km an hour, or faster, over a valid target) and sometimes it is the choice of blatant stupidity. Yet I can give you now that there is no way to prove which of the three options the case here was. We can only speculate and let’s be honest no one wants to admit to a mistake of this size.

We were also informed on “The Bellingcat report cautioned that the bomb fragments had not been photographed where they had fallen, but had been gathered together, leaving open the possibility that they had been planted“, yet that is still an option, but somehow the parts were still acquired, how is unlikely to be proven.

Even though the Guardian is one of the better newspapers, I have to question “Statistics collated by an independent monitoring group, the Yemen Data Project, suggest that the targeting of the school bus was part of a wider pattern. According to its records, there have been 55 airstrikes against civilian vehicles and buses in the first seven months of this year – a higher rate than in 2017“, the issue is that it is important to see where those buses and vehicles were. You see, a bus is not merely a vehicle; it is also a decently effective shield against missiles. We get to the setting that the bus might not have been as important as knowing what building it was parked in front of. As that data is not available, we might accept the top line event of number of buses hit, but until we know more of the vehicles surrounding there is no way to tell on what the target was.

I equally object to the statement “Andrew Smith of the Campaign Against Arms Trade said “the complicit silence from No 10 is a clear case of arms company profits being put above human rights and Yemeni lives“, They are separate issues, yet people like Andrew Smith will never see it that way. Yemeni lives have been declared null and void when Iran began its proxy war, but we see little of that part of the equation.

In all this there is another part, a part that is not exposed. The source (at https://aawsat.com/english/home/article/1364036/exclusive-houthis-exploit-poverty-struck-children-cannon-fodder) is questionable; I will be honest about that. Yet the article has images, images that are debatable as the kids are all wearing really clean clothes. Even as we see that the images are from Reuters. The text ‘Child soldiers with Houthis hold weapons during a demonstration in Sanaa on March 13, 2015. Reuters‘ is illustrative, and also questionable. The clothes are too clean, the weapons too shiny and there is a cameraman on the car. I have an issue with the picture. Yet the article is all about ‘Houthis Exploit Poverty-Struck Children as Cannon Fodder‘, an accusation that has been seen in more than one place. So was the bus with children a military target at that moment? It is unlikely to be ever proven. When we see: “Rehabilitating child soldiers has proven to be the most difficult challenge faced by the internationally-recognized Yemeni government headed by Abdrabbuh Mansur Hadi. “The rehabilitation of children recruited and participating in the war costs over $200,000 for 80 children in one month,” government sources said. The Hadi administration is already trying to balance a depreciating national currency in hopes of improving one of the worst economic crises ever known to the war-torn country” should cry for anger. Yes, we need rehabilitation of children, yet the Houthi’s are using children in their war and that should stop all support to the Houthi’s as well as stop whatever consideration you had for Iran as they are part of this proxy war. So when we see (at https://www.hrw.org/news/2015/05/12/yemen-houthis-send-children-battle), the same image as Asharq Al-Awsat had, we need to re-assess a few things. For example the statement of Andrew Smith, who is playing stupid, but he is not stupid. You know what I am saying? There seems to be clear evidence that this was going on since 2015, which means that in all this, from multiple sources the intelligence on non-adult combatants has been ignored from several sources. There is an abundance of images available all over the place and it seems that this was left from consideration, in some cases they are children holding weapons that are way too big for them (an AK-47), ‘his’ weapon is well over 50% the size of the child. Information that is kept from the readers, so when we are confronted with ‘US supplied bomb that killed 40 children on Yemen school bus‘ and not ‘40 child soldiers were killed in an airstrike‘ is equally an issue and the fact that we are not confronted with the complete setting here is a much larger problem. The fact that Reuters, Asharq Al-Awsat and the Human Rights Watch had this makes it a lot more debatable on why the people seem to be misdirected and misinformed on events.

In equal parts, there is no evidence that these 40 children were ‘soldiers’ for the Houthi’s and I accept that, as well as the fact that I am not willing to call them that until there is a lot more evidence. Yet I will inform you on those elements, giving additional questions on how the Saudi’s can find their valid targets. Yet in all this, we see the lack of completeness of the information (to some extent) and that is equally a worry, because it all boils down to setting public opinion, emotional setting to shape policy whilst misinforming the audience, so how is that going over with you?

This now gets us a little away from the story and gets us the UN setting, where we were treated in 2017 to ‘Confidential U.N. Report Accuses Saudi Coalition of Killing Hundreds of Yemeni Kids. Top U.N. advisor to recommend coalition should be put on the black list of countries that kill and maim children in war‘, a United nations setting where we see the consideration: “The current standoff has its roots in the 2001 adoption of U.N. Security Council Resolution 1379, which mandated a senior U.N. official to produce a report each year documenting attacks against children in armed conflicts, including an annex that serves as a blacklist of governments, terrorists and armed groups that kill and maim kids. But it has proven highly controversial among states, who resent being publicly singled out and placed on a list that includes some of the world’s most notorious terrorist organizations, including Al Qaeda, Boko Haram, and the Islamic State“, that whilst in this we see that the information of children used in battle by the Houthi forces was already established for two years. I am the first to admit that this does not excuse the deaths of well over “600 children were killed and 1,150 injured in Yemen between March 2016 and March 2017, according to UNICEF“, that is appalling and no one denies it. Yet the information was incomplete and that is not merely the setting of the stage, it is filtering the information giving a sleight of hand view of what was going on. The mere part that Houthi’s and Hezbollah were using the population as a human shield is equally missing here. So how is there a proper setting of information?

That whilst last month was reported “Hodeida: The Iranian-backed Al Houthi militia, yesterday, bombed two schools in Al Tuhayat district in Yemen’s Hodeida Governorate“, which was not the first time it happened, so there is additional settings of the stage where we see that some parts are not even due to the Saudi Coalition. It does not make them innocent, merely that there is a lot more blame to go around and those seeking the limelight are conveniently forgetting certain established facts. We see even more debatable sides in the staging that we see (at https://www.youtube.com/watch?v=vhdZbszAekU). The start all ‘happy’, it seems genuine, but there is a part that calls into question certain other parts. Let’s be clear. I did this with the naked eye; I did not scoop this through professional equipment. In this the chairs seemed a little too dark, which could be shadows versus sunlight. In addition the outside of the bus is remarkable white. A fire would not have left it in that way. I am not stating that there was no hit, merely that it is more and more unlikely that it was a direct hit. Also the load of Unicef bags at 00:49 give additional rise to a few more questions, especially when you see that there is an utter lack of that blue in the first 21 seconds, mere staging for emotion through misdirection.

In all this we need to go back to the statement by Pieter Wezeman in the Deutsche Welle, where we see: “The missiles which have been used appear to be a type that was not previously known to be in the arsenals of Yemen before the current conflict broke out“. It is more important than you think. You see, if that can be part of the evidence that the missiles come from Iran, we need to accept that there is no nuclear deal with Iran and anyone trying to save that deal must accept the fact that they have blood on their hands, optionally the blood of Yemeni children. I wonder how many European politicians will be willing to accept that part of the equation. You see my reasoning in this is that when we accept ‘Iran Mulls ‘Solutions’ to Sell Oil Bypassing US Sanctions‘ we must also consider that part of these proceeds will fund the next shipment of missiles towards Yemen, which can then be fired on the Saudi civil population. At that point, how do you expect the Saudi government to react?

I believe that there is a much larger setting of pushing international policies by lying through partial truths and what is even worse, that the number of players is not large, it is basically a lot larger than most are willing to consider or accept, making the issue larger in some ways and unacceptable in other ways. I get it that people like Andrew Smith have a narrow vision, a vision of focus and basically his only setting is the ‘Campaign Against Arms Trade‘, it makes him an ideologist, which is not essentially bad, yet in all this the missed part are part of the true scope and in this Julian Borger and Saeed Kamali Dehghan made the wrong call by leaving out certain parts. In addition, stating ”The bombing of a bus full of schoolchildren last week was just one of more than 50 airstrikes against civilian vehicles by the Saudi-led coalition” whilst hiding behind “according to new data” is increasingly deceptive, especially when there is no way to tell whether the vehicle or the building or the street was the target, especially the ‘civilian vehicles‘ part. When we consider that an armed Houthi vehicle could have been part of this and as we saw that they tend to be armed, there are enough images of Houthi Toyota’s with a .50 on it, so ‘what a feeling‘ that gives is basically depending on whether you are the driver or the gunner. In one case, the one I show here, it is able to counter a lot more, so you tell me on how ‘according to new data‘ should be seen, as I am bound to find a decent amount of glitches in that new data. Yet that will not be questioned, or the initial quote by the reporters, which should have been a first.

With the subtext on the photo stating “A military source said in a statement to “Al-Akhbar news” that the army’s national army repulsed an attack launched by the Huthi militia coup on positions in the outskirts of the Directorate of Khadir, southeast of Taiz province” (source: al-ain.com), I will not state the validity or deny it, basically the fact that this is in all setting likely to be seen as a civilian vehicle. So how accurate is the data if the AA-gun had been removed after it was hit (which would be a first requirement even if it was merely needed for spare parts)?

#ATruckIsAHummerWithoutHorsepower

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Tagged as ABC, Abdrabbuh Mansur Hadi, Al Jazeera, Al Tuhayat district, Al-Qaeda, Andrew Smith, Asharq Al-Awsat, Bellingcat report, Boko Haram, Deutsche Welle, Exocet, France, French Exocet missile, Hezbollah, HMS Sheffield, Hodeida Governorate, Houthi Stronghold, HRW, Human Rights watch, Iran, Islamic State, Jim Carrey, Julian Borger, Najran, Nuclear deal, Pieter Wezeman, reuters, Saeed Kamali Dehghan, Sanaa, Saudi Arabia, Taiz province, the Campaign Against Arms Trade, the Guardian, U.N. Security Council Resolution 1379, U.S. aerospace and defence companies, UK, Yemen, Yemen Data Project

August 18, 2018 · 12:17

A new danger

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

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

Yet how real is the setting?

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

So what is exactly the danger?

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

When we see names like:

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

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

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

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

Am I the first?

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

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

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

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

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

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

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Tagged as 1Malaysia Development Berhad, 45th president, Amnon Mishor, Axios, Bob Flores, Bombardier Global 5000, Broadcom Ltd, Canada, China, CIA, Denmark, Elliott Broidy, Ericsson, Forbes, Fortune 500, France, George Bradt, George Little, Germany, Greg Vogel, Guo Wengui, Huawei, India, Israel, Jeddah, Jeremy Bash, Jho Low, John Brennan, John Nixon, Kent Harrington, Malaysian Prime Minister Najib Razak, Nicolae Buldumac, Phillip Mudd, Qualcomm, Riyadh, RNC finance chairman, Russia, Saudi Arabia, Spain, Steve Wynn, Sweden, the Global Database, the Netherlands, the UK, the United Kingdom, Wharton School of the University of Pennsylvania

August 6, 2018 · 13:01

Merely a starting point

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

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

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

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

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

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

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

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

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Tagged as Brexit, Conservatives, Coun Azhar Ali, Coventry Telegraph, Dunnhummby, Eurostat, Forbes, France, Italy, Labour, Lancashire, Lancashire Post, Lord Kerslake, NHS, NHS Contracts, OECD countries, Paul Evans, Richard Branson, Sara Gorton, Sarah Wollaston, Tesco, the Guardian, UK, Virgin, VirginAnalytics, VirginCare

July 25, 2018 · 12:31

Valuating values

Today is not about Google, about Alphabet the fines connected and other matters like the new Novichok perfume today will be about values. This is not going to be a nice (read: kind) article, if you get offended easily then quickly walk away from today’s story.

Unlike the naming and shaming of off shore property holders hiding it within corporations, we also have other issues; some of them need to be illuminated. I need to walk a fine line between obnoxious and disgusting, mainly because I do not comprehend what some people did. This happens, we all have those moments that we merely are in the dark on some activities, we are in the dark on what happened and we are in denial. That was probably the first thing that went through my mind when I read ‘Femen co-founder Oksana Shachko found dead in Paris flat‘ (at https://www.theguardian.com/world/2018/jul/24/femen-co-founder-oksana-shachko-found-dead-paris-flat). The story gave us that she committed suicide. I have no problem with that part; I merely see it as a choice made. I am not judging whether it was the right or wrong move, I have been in places equally dark. I never understood Femen as an organisation. I did not oppose it, people demonstrate and oppose all the time, this was merely another protesters group and I am fine with that. They set themselves apart in the way as quoted: “Operating under the slogan “I came, I stripped, I won”, Femen as a group quickly drew attention around the world with its bare-breasted demonstrations against sexism“, I would, with a sense of humour suggest that they printed the T-shirts: ‘Veni finem vici‘, optionally with printed boobs in the background of the text, if that made them their fortune to do even more, so much the better.

The part that I never understood is seen with “Shachko was among three members “kidnapped” by security agents and forced to strip naked in a forest after staging a topless protest mocking the Belarussian president, Alexander Lukashenko. The agents poured oil over the three women, threatened to set them on fire, and cut off their hair, Femen said“, I think that some men were massively overreacting.

There is sexism all over the planet (I am not stating that this is a good thing). Merely that when it comes to the acts they did, the most offensive thing I could have thought of would have been: ‘Nice tits!‘ The image (in this case non revealing one so that the censors at Facebook will not get a heart attack), shows here to be really pretty and really nicely shaped. So from that perspective I get that she might be a Femen fan. The issue is that apart from the message against sexism, there is close to zero actual information on her. Even when I search now, her death is what is giving her visibility, which is rather sad. If I wiki the group, I get: “a Ukrainian radical feminist activist group intended to protect women’s rights. The organization became internationally known for organizing controversial topless protests against sex tourism, religious institutions, sexism, homophobia, and other social, national, and international topics. Founded in Ukraine, the group is now based in Paris“, in this, the one part stands out are the several mentions all over the world regarding the overreaction of the Security Service of Ukraine (Служба Безпеки України (СБУ)) in this matter, all indications tell us that them catching a pedophile (or Catholic priest) in the act would have gotten a more humanitarian (read friendly) treatment, that for a group of women that opposes patriarchal views and all kinds of bigotry by going topless, can you even comprehend the overreaction?

The protest given by Femen protest outside the Secret Service Building in Kiev (August 2010) gives rise to the accusation that civil servants might have looked out of their window twice that day, so how offensive is that? I believe that Femen has been standing up for the right reasons, but how effective were they? It seems that until someone dies, the media takes little notice, in addition when I see “But in recent years the group has struggled with internal divisions as well as legal proceedings against its members” the thought comes up that Oksana Shachko might have considered that too, if that was the case, it is even more sad that she went into that dark place and never left. So when we see: “Shachko was abducted again by unknown assailants during a visit by Putin to Ukraine, according to the group. A lawyer for said Shachko was beaten so badly that she was briefly hospitalised” we are not surprised that it happens, yet most of us are puzzled that the overreaction is so large. It seems like a level of hypocrisy that I have never seen over a matter that should not even exist (but it does, I know that).

What I did not know is that in 2013 a documentary was made on Femen by Kitty Green, the trailer (at https://www.youtube.com/watch?v=OHyPSREmeRA) of the movie ‘Ukraine is not a Brothel‘ shows the media taking the frenzy, the people judging, yet smiling and taking photo’s whilst the police is showing to be overreacting with nightsticks. Kitty Green gives us in several interviews on how Femen was raising awareness. I dig that and especially the setting where the overreaction can be seen as fear. Yet is it that simple? Is the overreaction that the SBU showed was merely fear?

It was in the interview when I noticed a ‘comment’ that included “Kitty Green clearly doesn’t have the vaguest idea of what is needed to empower women“, as well as “question the political motivation of these girls and point out the damage they do to the grassroots movement“. My issue from this becomes, what makes the issue of any grassroots movement being more important or pressing than whatever Femen raises? The interview (at https://www.youtube.com/watch?v=B3MfTfeBzJc) is interesting to hear. I wonder if Oksana Shachko realised that the battle against patriarchy had been going on pretty much since WWI, it is also interesting that there are a lot of feminist groups that oppose and attack the view of Femen. This is interesting in a bad way, because if feminists cannot stick together in whatever way they use to create awareness, how can they ever truly succeed?

Is that a weird question?

It was the BBC that actually gives the goods (at https://www.bbc.co.uk/news/world-europe-20028797), in 2012. Here we see the two parts that matter: “Femen did not go topless at first, but they insist stripping off has won them a wider audience for their message – without undermining it“, as well as “Alice Schwarzer, editor of Germany’s leading feminist magazine, Emma, calls them “courageous and clever” as well as “creative”“. I personally think that Alice Schwarzer got it right. A group of women led (or co-led) by Oksana Shachko decided to get creative and being clever about raising awareness. Let the media cover it all and give a massive rise in visibility. The fact that we must now realise that the loss of one non-celebrity woman has hundreds of newspapers covering it proves in part the approach of Oksana Shachko worked. I also reckon that Kitty Green made the documentary before it was too late and it optionally immortalises the views that Oksana Shachko had in life.

For all my flaws and mistakes I made in the past, I cannot fathom in any dimension or universe how violence against Femen would ever work, violence because of women shouting their believes topless? It makes no sense to me. Either you escort the ladies away, or let them have their 132 seconds of fame and everyone smiles, there is literally no upside to assertively act against protesters who act in such a non-violent way, in this Ghandi was right, nonviolence resistance takes the wind out of the sails of the other side. So are my values screwed? I do not believe that they are. Did Oksana Shachko have screwed values, or did Femen? I equally believe that not to be true. Creating awareness is almost never a bad thing, the fact that they did it in a non-violent way is pretty awesome, which merely leaves us with the question on what pushed her over the ledge. I reckon that there will be plenty of people likely to have that question. Will there be an answer? I do not know, what I do know is that this time Oksana Shachko is all the news again, but from my set of values for the wrong reason, the fact that none used the word ‘sad’ in the message, at best quoting others on the use of ‘mourn’ is a good as it got.

When I look into the death of several others in the past year, we are treated by the media to ‘I’m sad our time together was so brief‘, ‘spoke out about the heartbreaking loss, calling it “shocking and sad”‘, as well as ‘I am very sad to report‘, yes they all got the word ‘sad’, but not Oksana Shachko. Perhaps she was too young for people to get sad over her. So in the end, we need to ask plenty of additional questions. How do we valuate values, and more important, when others question those and other values, as well as levels of morality in a non-violent way, why are they at that point given less consideration?

I believe that to be an important question, don’t you?

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Tagged as Alexander Lukashenko, Alice Schwarzer, Belarussia, СБУ, Служба Безпеки України, Facebook, Femen, France, Ghandi, Kitty Green, Oksana Shachko, Russia, Security Service of Ukraine, the Guardian, Ukraine

July 9, 2018 · 12:04

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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Tagged as Al Hofuf, Al Jazeera, Al Kharj, al-Thani, Central Bank of China, CIA, CMA CGM, Eu, France, Haaretz, i24 News, IDF, Iran, Israel, Jane's Intelligence Weekly, Luca Maestri, Mossad, Nazanin Soroush, Phil Giraldi, Qatar, Riyadh, Ruth Porat, Saudi Arabia, Sheikh Mohammed bin Abdulrahman al-Thani, Steven Mnuchin, Syria, Turkey, US sanctions, USA, Yossi Cohen

June 2, 2018 · 13:43

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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Tagged as Arend Kapteyn, Australian Financial Review, Belgium, Best for Britain, Bravo Trattoria, Brexit, Carsten Brzeski, Di Maio, ECB, Enzo Moavero Milanesi, Eu, Financial Review, Financial Times, France, George Soros, Germany, Giovanni Tria, Government Bonds, Greece, Iexit, ING-DiBa, Italy, Marine Le Pen, Mario Draghi, Matteo Salvini, Paolo Savona, Portugal, President Sergio Mattarella, Quantative Easing, Spain, Theresa May, UK

May 28, 2018 · 11:50

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 11^th 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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Tagged as Agoravox, Angela Merkel, Banque de France, BNP Paribas, Bridgewater, Brussels, Carlo Cottarelli, Cecilia Malmstöm, Deutsche Bank, ECB, Emmanuel Macron, Enel and Eni, Eu, European Central Bank, Eurozone, François Villeroy de Galhau, France, Front Nationale, Géopolitique Profonde, Hans-Werner Sinn, IFO, Institute for Economic Research, Intesa Sanpaolo, Italy, Marine Le Pen, Matteo Salvini, Paolo Savona, Pierre Moscovici, Sergio Mattarella, Siemens, The Big Short, the Guardian, Thomson Reuters, Total

May 23, 2018 · 17:01

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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