Tag Archives: France

February 18, 2025 · 15:02

Time is key

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

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

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

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

Have a great, innovative day today.

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February 17, 2025 · 09:07

The war in Saudi Arabia

Yes, that sounds a little confusing, but that is the work of America. The BBC reported (at https://www.bbc.com/news/live/crr0gngkjrvt) ‘Ukraine not attending US-Russia talks in Saudi Arabia, government source tells BBC’ and that is not all. You see, as reported “Trump’s closest foreign policy advisers, including Secretary of State Marco Rubio, are traveling to Saudi Arabia to begin negotiations with their Russian counterparts – without Ukrainian involvement” and that is not all. You see at this point can anyone tell me how any negotiation without the aggrieved party went well? In further news “As our international correspondent Lyse Doucet writes, there’s a realisation in Europe that the old transatlantic partnership between the US and Europe is “broken”.” And to add to that smoldering fire which is picking up: “JD Vance uses his Munich Security Conference speech to scald European democracies, almost entirely ignoring Ukraine – the conference’s key focus” it is a larger setting that might befuddle you, but the larger extent is in the first America is broke. Their infrastructure is at the point of collapse. To make matters worse the 25% tariff on Aluminum and steel will hurt America more then Europe as reported, but is that true? You see as things fall to a zero point of budgets America has no ability to pay for any of that. I admit this is a personal view and all media will tell you that I am wrong, but when these issues hit they will proclaim that it was a much larger problem and they have (from ‘reliable’ anonymous sources) that other factors were much larger. I reckon that the media will translate ‘reliable’ to ‘sources close to to the matter at hand’ we will never get any names, but that is how they will play it.

The other setting that was given was “At the Munich security conference this weekend, where much of the diplomatic action around Ukraine has unfolded, Zelensky called for an “army of Europe”” That might be an issue. As America will shun its duties a lot more and delay matters with questionnaires Europe must act. Europe is the next stop for Russia and America sees that it will take Russia decades to set the tone there, in which the American rich boys (girls too) will have vacated to a nice retirement in a zero tax place. In the meantime the decades of mess that Europe now faces needs to be with a ready army and as America is unlikely to foot that entry, Europe seemingly has very few options. The first option is that they align with China and that is an option as JD Vance stated through the media as “He accused European governments of retreating from their values, and ignoring voter concerns on migration and free speech.” Well if that is the case, a case can be drawn up to create a fraternity with China in the house and America exiting the house. Perhaps America can make a deal with Russia, you see, when Europe and its 743 million consumers fall away, what is America left with? Canada is already shunning American goods whenever possible and when Europe does the same thing? The massive loss of €503 billion worth of goods, €319 billion worth of services as well as 2.3 million jobs in the US. Do you think China will shy away from that much? That will boost their economy in a massive way and that is before you realize that the Chengdu Aircraft Industry Group is making leaps into the Middle East and Africa. So what do you think will happen when the first EU nation signs an agreement with the Chengdu military hardware groups?

As I personally see it, America merely needs to lost 20% of all that to collapse. The race instigated by Wall Street is now having dire consequences. And they did not ‘fall victim’, they threw it away in stupidity. Just like the setting the BBC gave us 8 hours ago with ‘US government tries to rehire nuclear staff it fired days ago’ with the notable quote “The US government is trying to rehire nuclear safety employees it had fired on Thursday, after concerns grew that their dismissal could jeopardise national security, US media reported”, which made me giggle as we saw that danger pop up in hundreds of episodes of the Simpsons. So as we see these events unfold, we have one more BBC story to give you. At https://www.bbc.com/news/articles/cvgl27x74wpo we are given ‘‘Army of Europe’ needed to challenge Russia, says Zelensky’ there is a larger setting to this. You see, we might focus on “He also said Ukraine would “never accept deals made behind our backs without our involvement” after Donald Trump and Vladimir Putin agreed to start peace talks.” But you would be wrong, the issue we see is found at “Trump’s special envoy to Ukraine also said Europe would be consulted but not take part in talks between the US and Russia, if and when they happen.” You see, the talks are to be had between the two bullies of the world and do you actually trust the outcome of that? Zelensky is right, Europe must get ready to counter Russia and that time is not far off as I speculatively see this. In this I have seen reports from Generals all over Europe and France is worried, the UK is worried and others are too, but Western Europe is about to become ground zero to the Russian expansion effort. So when I said that there was war in Saudi Arabia, it is the simple fact that two bullies, one mental and the other broke. That they are there to slice the world with America hoping for a 51st state. Living Europe to Russia. This is my speculation, but it fits with all the data we are exposed to. Europe only option is to either side with BRICS or align with China. I reckon the second is better and that comes with new agreed settings by the EU and as America needs to talkback the stupidity they invoked over the last week there aren’t too many takers for that conversation. 

How wrong am I?
I agree, I could be massively wrong, but that is what the data makes me think and in this case I solely used the BBC data available. But in light of the too speedy announcements out of America, can you show any other path? I reckon that as this unfolds America has a few more problems. I reckon that the UK, Germany and France will not openly welcome China in their Intelligence settings and that makes sense, but the Chinese side will be that America is cut off completely, so now the CIA, NSA and other alphabet groups (not Google) will be cut off as well. That will be likely their first demand in that and Europe will comply, UK likely as well and that sets a new premise. American intelligence will falter in Europe, Middle East, Africa and Asia. That is the second step in the American economy buckling. America has a larger dependency to lose and soon no way to influence the flow of data. 

So feel free to debate and ignore what I say here (which is fair), but ask yourself a simple question. How can anyone deny participation of an aggrieved party? It is a simple enough question. Have a fun day.

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January 9, 2025 · 02:13

When insanity is like desperation

There is always the setting of misjudging ones opponent. That happens of course, but what happens when the opponent is an ally? That is the premise of the BBC article (at https://www.bbc.com/news/articles/ckg9gvg3452o) where we are given ‘Europe will not allow attacks, says France, after Trump Greenland threat’. This is not the first setting. It started with the setting that America (President-elect Trump) stated that it was a great idea if Canada became the 51st state of America and we see the news handing us the setting that Kevin O’Leary gives us that it was a great idea if that would happen. Now at that point I had two issues. The first is that O’leary is a Canadian, and no less a multi millionaire to the amount of somewhere in the near half a billion range. He is known to be clever so my hairs in the back of my went up. You see, I am a commonwealthian and handing over land that is ‘ours’ to America is a big no no in my book. 

The issue however went from bad to worse. We now see that Trump has his eyes set on Greenland and the lands around the Panama Canal. As such I am in doubt of what s going on. I refuse to believe that it is the simple ramblings of a madman. I understand that he is merely throwing ideas around, but we are given (in that story) “Asked if he would rule out using military or economic force in order to take over Greenland or the Panama Canal, Trump said: “No, I can’t assure you on either of those two. “But I can say this, we need them for economic security.”” And then an idea hit me in the head (it did hurt). So what if America is so bankrupt that America (President-elect Trump) sees that this could be the final presidency of the United States? There is a lose thought that there is correlation between ‘expansion need’ and economic security. And America has $36.22 trillion debt. Even at a mere 2% that amounts to $722 billion in annual interest (the interest is higher than 2%) and that is the kind of anchor that ends any economy. To set this into other sights, if Greenland and Canada become part of the United States, the look and feel of debt goes down, or in better words, 40 million more taxpayers and the resources of Canada (and Greenland) become American resources. I just bet that Kevin O’Leary has his ideas on how to exploit that setting, no sharks required. 

There is every chance that Trump will voice in two weeks that he was just throwing ideas around, but that is not a given. Now that he realizes that the EU will go to war and the UK, NewZealand and Australia will stand next to the leader of the Canada against Trump that setting becomes dodgy to say the least. We will see an entirely new setting. And in that setting China will see it’s own needed promise of gaining economic strength on the global stage. So as we are given “Trump suggested the island was crucial to military efforts to track Chinese and Russian ships, which he said are “all over the place”.” He seemingly forgets that in that instance Europe will invite China for ‘support’ and in that setting the US military will have to vacate all European base settings. The problem is that this could invite Russia to expand to the west, unless China has already been invited and that is a new stage of poker for territory. Is that what will happen? I honestly don’t know. Yet, we also never saw the setting that America would seek expansion into their north and west, so all bets are off as I see it. 

How this plays out is anyones guess and for the most of it all, many see President elect Trump as a clown, so we tend to downplay his rhetoric, but in seriousness, he might be pushed due to the debts and the fact that America has close to no way of paying that debt in the coming three years. So in his presidency America is highly likely to go bankrupt. As I personally see it, that is good news for me, because when that hits all IP will gain value, especially if it is IP outside of America. Still, we need to see what the American administration does when the new president is in office. As I see how this evolves people like Danish Prime Minister Mette Frederiksen, French Foreign Minister Jean-Noël Barrot and current Prime Minister Justin Trudeau are giving their view on the ramblings of a elected president and that spells bad news for America. The question becomes how will China react? In other news, there is an upside for Saudi Arabia, as it seemingly is Lockheed Martin would come for sale and Saudi Arabia is willing to pay top dollar, as such the question becomes ‘Did James D. Taiclet consider relocating to Riyadh?’ Not the weirdest question to throw into the rink.

We will know within two weeks whether we will get some ‘Just kidding’ news article or whether we see countries in Europe sharpen their axes to start another conflict. 

Have a great day.

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January 7, 2025 · 08:49

UN Redundant Whining Association

Let’s see how we could optionally expose the media and set a department of the UN to the trashcan of useless to the maximum degree. It is a ride that has seen some time. The first part we got around late July 2024. The rumours went round and at some point the UN decided to put a stop to it and on August 5th (at https://www.unrwa.org/newsroom/official-statements/investigation-completed-allegations-unrwa-staff-participation-7-october) we were given under the headline ‘Allegations on UNRWA staff participation in the 7 October attacks’. There we see “I acknowledge the completion of the investigation by the Office of Internal Oversight Services (OIOS) into the serious allegations that 19  area UNRWA staff members in Gaza were involved in the abhorrent attacks of 7 October on southern Israel” with the added “In April, an independent Agency-wide review by three reputable research centres under the leadership of former French Foreign Minister Catherine Colonna concluded that UNRWA ‘possesses a more developed approach to neutrality than other similar UN or NGO entities’. The Agency has started implementing the recommendations of the review” and is fully committed to them.” Now we can accept that for what it is (I do not), but the massive takeaways here in this brief are ‘the completion of the investigation by the Office of Internal Oversight Services (OIOS)’, ‘an independent Agency-wide review by three reputable research centres’ and ‘UNRWA ‘possesses a more developed approach to neutrality than other similar UN or NGO entities’’ as such we could surmise that the UNRWA is well versed in tradecraft, they even pulled the wool over the eyes of the French foreign minister and three ‘reputable’ research centres. The other option is that these four players were in league with Hamas which I find unrealistic. 

Less then 24 hours ago we were given (at https://nypost.com/2025/01/06/us-news/un-watchdog-group-urges-dismantlingly-of-unrwa-for-enabling-crimes-gainst-humanity/) ‘UN watchdog group urges dismantling of UNRWA for ‘enabling crimes against humanity’’ we get the added “A United Nations watchdog group says the infamous UN relief agency that provides $1.5 billion a year to Palestinians should be disbanded for colluding with terrorists and “enabling crimes against humanity.” “The United Nations Relief and Works Agency for Palestine Refugees (UNRWA) is neither independent nor neutral,” says a scathing new report by the Swiss-based group UN WATCH.” So, why did the OIOS miss this? More important, as we see that several Israeli news sources gave us parts of this already, why were these parts (as I see it) intentionally overlooked? It was not by all media, but the largest collection of media courtesans merely used part of the past news as a source for (as I personally see it) pursuit of digital dollars. And it took the watchdog some time to figure this out. Which I do not hold against them. But the larger setting is reached. The United Nations is as useless as some say they are and now in the setting with Trump and Musk, we can safely set the premise that the UN is a cost that the United States can avoid having.  As I see it António Guterres will have to do a lot more than smooth talking. There might be a setting where the UN could be disbanded. There is every cause to consider that the organisation’s 37,000 staff members could find themself thrown of that gravy train. To illustrate further I offer the image below. I cannot vouch for the numbers, but the image is powerful. So don’t use these numbers as is, trust but verify I say and so did some marine named Gibbs.

What it does show is that the UNRWA is as useless as some expect them to be and the crying newscasts we see now like ‘7 infants dead in Gaza from cold weather, inadequate shelter: UNRWA’ and ‘Social order in Gaza will collapse if Israel ends cooperation with UN aid agency, official says’ it is too late for that, the UNRWA is done for (unless massive amounts of evidence ‘suddenly’ comes forward. We saw in the beginning of December aid from the UAE get to Gaza. In the day after that we see armed masked men (supposedly Hamas) drive of with a whole stack of these boxes. We cannot hold the UAE on that, they did the almost unthinkable, they found hundreds of volunteer who created these care packages in Dubai and Abu Dhabi. What happens in Gaza becomes the question. So was the UNRWA involved? Or was Hamas merely a block away collecting these boxes? Your guess (or speculation) is as good as mine. However, when we consider the timeline from August I have to conclude that Hamas is the cancer on the Palestine people and they will not ever find release unless Hamas has been eradicated. 

It is a harsh reality we see here (I saw that about a year ago). But change has to happen and disbanding the UNRWA might be a first requirement.

Have a great day.

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December 16, 2024 · 18:57

The statistics are against me

Yup, that happens and I don’t believe it is a worrying issue. You see, it started a little over a year ago and I created my first (sort of) script. It is called ‘How to assassinate a politician’ which I later ‘reset’ to ‘Essay’. MY first script was meant specifically for an islamic audience which could have graced the walls of the UAE or the Saudi media bosses. I saw the story and it was my response to an Islamophobe population. And how to better serve it than to assassinate the biggest European islamophobic of all Geert Wilders (now PM of the Netherlands). I thought it was an excellent idea (a pure personal thought). Yet now I am confronted with ‘How the creative economy drives growth in the Middle East’ (at https://economymiddleeast.com/news/how-creative-economy-drives-growth-middle-east/). Here I see “In the UAE, a global creative hub, Dubai Media City is home to a talent pool of over 40,500 creative professionals”, so what was I thinking? Well, the short of this is that I write to feed the creative beast in me. I was unaware of just how large the Media City population was, and if you go by that setting you will never get anything done.

And whilst you are mulling over “The UN Trade and Development Creative Economy Outlook 2024 highlights the crucial role of creative industries in global trade and economic growth. According to the UNCTAD survey, the creative economy contributes between 0.5 percent and 7.3 percent of GDP and employs 0.5 percent to 12.5 percent of the workforce in various countries. “The creative economy has the right forces pushing its sails. This is not just art. It is an economic powerhouse that we must harness together, leaving no one behind,” stated Rebeca Grynspan, secretary-general of UNCTAD.”” You see, it is nice to hide behind numbers at one setting, but the source of the numbers matter a well. I find a little worrying setting behind the statement “The creative economy has the right forces pushing its sails. This is not just art. It is an economic powerhouse that we must harness together, leaving no one behind” my issue is in one direction “leaving no one behind”, which is nice, but that is a political statement and Grynspan was in the past Grynspan was a professor and researcher at the Economic Science Research Institute at the University of Costa Rica. This is not some anti statement. I always wonder and become ‘skeptical’ when a politician makes a “leaving no one behind” in their setting. Because that tends to rally towards “We were however forced to make choices” and that always goes at the expense of Art, especially when dollar numbers are involved. That and the setting of “employs 0.5 percent to 12.5 percent of the workforce in various countries”, which is quite the distribution. So where is it 12.5%? Hollywood with its 153,859 villagers? Some other consideration would be ‘the UNCTAD survey’, which I am not attacking now, as I have never read it. But the stage of a survey calls with me the setting of data. What data? What was filtered? How was it collected? What nations participated? Indonesia has around 277.5 million people, how many does its media (online and other) have? Simple questions really. 

When we dig into the matter, we see “Middle Eastern countries recognise the potential of the creative economy. In the region, the intersection of the digital and creative industries, in particular — encompassing the use of artificial intelligence (AI), Web3, and virtual reality — is driving innovation and economic diversification.” I still shiver at the notion that AI does not yet exist, no matter how many players boom the bubble of the AI vibe, it does not yet exist and we need to take notice of this. It might be fuelling the desire for it to be here, but it isn’t and when the world starts wondering the simple equation of “LLM’s vs AI” and true data parsing, its verification process and programmers with its algorithms the statement “According to a white paper by Dubai Design District and Dubai Media City, the global digital creative economy could grow by 11 percent annually, reaching a staggering AED27 trillion by 2030.” I fear for the fallout it precedes. And like the other papers the question of population, collection and reading the data will get a much higher priority. I winder how certain power players will address and respond to “a staggering AED27 trillion by 2030”, you see, joy of a revenue is nice, but the fear of it falling short in 5 years will be on the forefront of nearly every mind who depended on this fuelling stage. 

There is a side I fully agree with. It is seen in “In November, Dubai Media City underscored the essential role of multicultural creativity at this year’s Global Media Congress held in ADNEC Center Abu Dhabi.” I believe that true creativity can only be seen in a multicultural setting as such the UAE has a jump on all other nations as I personally see it and even as I shiver at the 40,500 setting (I am not debating or attacking it) I understand that my script had very little chance to begin with. I am still proud I wrote it and there are three more coming (not with Islamic values in mind), but that is the state of the world. Creativity is where our thoughts take us. And we respond as we would or as we can. The first one was islamic in nature, but that doesn’t mean all will be and multicultural is the first step of being truly creative. What matters to me are a few things and the stage of the numbers is one, articles rarely spell that out and as such it becomes my setting that I wish I knew more of UNCTAD and their numbers, because it is at the heart of the matter here. And here is the spiller (or killer). You see, the UN Trade and Development has a UNCTADstat Data centre. I took a look (at https://unctadstat.unctad.org/datacentre/) where I found “International trade in creative services: estimates for individual economies” an experimental part that has data from 2010 to 2018 and shows us Saudi Arabia, but not the United Arab Emirates (UAE), as such I wonder where the numbers are coming from. The article does not give us that part. I saw the Creative Economy Outlook 2024. The word ‘Statistics’ is given to us 23 times, and always with references like {Key Statistics and Trends in Trade Policy 2022. UNCTAD/DITC/TAB/2023/2. Geneva.} Yet the report gives us no real numbers (like raw data) or the reference to raw data has exactly 0 hits. As such I tend to have a more skeptical view on such a presentation. As such when ‘confirming’ the survey, I see another ‘hitch’ the fact that the phrase ‘in countries where data is available’ is missing from the article. It happens, but as I see it, it is kinda sloppy. With the rather large setting shown (in the UN pdf) that we see “inputs received through the 2024 UNCTAD Survey on the Creative Economy from the following countries: Albania, Antigua and Barbuda, Argentina, Benin, Cambodia, China, Costa Rica, Cuba, Dominican Republic, Egypt, Ethiopia, Gambia, Guatemala, Indonesia, Jamaica, Japan, Kazakhstan, Libya, Malaysia, Mauritius, Montenegro, Mozambique, Nigeria, Oman, Pakistan, Peru, Philippines, Republic of Korea, Seychelles, Slovenia, South Africa, Sri Lanka, Trinidad and Tobago, United Kingdom of Great Britain and Northern Ireland, Uzbekistan and Bolivarian Republic of Venezuela.” And here we get the other shoe dropped. Saudi Arabia and the United Arab Emirates are not mentioned at all. This is not on these countries, but as I see it The editorial of the Middle East economy has a little explaining to do (as I personally see it), it might be merely semantics, but that is at times how I roll.

And there is more on the graphics, one pie chart merely shows Saudi Arabia and the UAE as part of the EMEA region, as such I wonder which part of the 21% is Europe, because that sets a much larger premise of advertisement per region and population. There is no real way that Saudi Arabia and the UAE can compete in advertising against a population of 742 million europeans. As such I start to develop questions (as I would).

Well that was it for now, I’ll add the United Nations PDF at the bottom, it took me less than 10 minutes to scope out the questions you see here and if I took a little more time I will find a lot more. But that is the setting of a political brief (as I see it), I also didn’t see (I might have missed that) on the definition of the media and what sources are set to what medium. You see, there is a chart on Global video games revenues, and predictively set (based on data) this is always an upward spiral because there are no sources (or data) available for the Playstation 6, the Nintendo Switch 2, or the Tencent handheld. They are the tomorrow systems and there is no data on any of that a present. But the larger audiences are already looking into these parts. So what gives on the data?

A mere simple question that has no easy answer, I get that, because presumption is always on what is known, but take the simple setting in 2012 the PS4 was released. It got more than 50 million consoles out and obliterated the Microsoft product. In 2016 Microsoft merely gave us all Xbox live numbers. So when we see that, what numbers does UNCTAD have to set the Total video games revenue from 225 to 312 billion and Video games advertising from 75 to 137 billion between 2023 and 2027? A lot higher than Traditional games which went from 55 to 62 billion? The numbers do not reflect each other. As you might guess that sets gaming in a dead drop against advertisement, a bad business practice as I personally see it. And I could go on but when you see it was a forecast based on PwC’s Global Entertainment and Media Outlook 2023-2027 (so based on what numbers?) This is merely what I found in under an hour. As such question all numbers that have no accompanying response setting (aka N). 

Also when we get the Countries with the most significant art markets by value of sales in 2023 and we see USA, France, UK, China and other with France at 7% and other at 15%, where do the UAE and Saudi Arabia end up? Consider that a place with 40,500 members do not surpass France and are part of the 15% What is the setting for them? I wonder if the Middle East Economy had those questions in mind when they released that story. As I see it a simple question really.

1416030-ENDownload

Have a great Monday.

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December 14, 2024 · 14:10

Calling a bluff

That happens, some people bluff and others tend to call the bluff. That is the setting that president elect Trump called on himself. We all heard how the upcoming Trump administration called the setting that they opened. They threatened the Canadian Trudeau administration on tariffs when “Trump threatened in a social media post to apply devastating levies of 25% on all goods and services from both Mexico and Canada, vowing to keep them in place until “such time as drugs, in particular fentanyl, and all illegal aliens stop this invasion of our country!”” As I see it, a larger setting that the US called upon itself. The war on drugs has been going on since June 17, 1971, during which President Richard Nixon declared drug abuse “public enemy number one”. I get that, drugs are the filth of any civilisation. Perhaps America could have changed tactics decades ago, when it was set to ‘the black population’, being white an wealthy enabled cocaine habits, all whilst crack users got the bulk of the heavy punishment. I cannot voice any opinion because it is too far from my bed. Yet the media used that setting to give us “New Jack City” and “Boys N the Hood” with an entertaining “Cocaine bear” for good measure. I reckon that “Traffic” is one of the best views on the subject (there are many I never saw).

So after half a century of failure the President elect Trump now blame the neighbouring countries. Well two can play at that. In the first I suggest any American arrested on drug charges (outside of USA) get the death penalty. No options, no trials, just point and click the gun. In the second we consider the stage that Ontario’s premier, Doug Ford is suggesting (at https://www.theguardian.com/world/2024/dec/12/canada-ontario-premier-trump-tariffs). With ‘Ontario leader threatens to halt energy exports to US if Trump imposes tariffs’. This is actually not a bad move (better than my idea). At present we have the idea that Canada’s revenue from electricity exports to the United States hit a record high of C$ 5.8bn. Quebec is the largest exporter, with Ontario following second at 13.9m megawatt-hours of power sent south. Of course the setback is that Ontario loses that near essential revenue. But consider that America loses 13.9m megawatt-hours of power which adds to the hardship America has at present and the next 2 quarters that hardship could be seen as close to debilitating. 

So should the Trump administration push the tariff bluff, the payback that follows is nothing short of a banger of a payback. I see all these bad press moments of Doug Ford, I cannot answer whether they are valid, but I reckon this one is on point and only 6 hours ago we were also given ‘Ontario premier suggests stopping US liquor imports over Trump tariff threat’ (at https://www.theguardian.com/world/2024/dec/13/ontario-trump-tariff-liquor) not a big thing for the non alcoholics and lets face it, Ryan Reynolds gives us Gin (perhaps soon Canadian Gin too), Dan Ackroyd (part Canadian) gives us Crystal Head Vodka and Canada also has its Whiskey types. As such, it will hurt America a lot more than it will Canada. 

There are other drinks that come from outside of the USA. There is Jenever (Dutch Gin, Netherlands), Gin (UK), Aquavit and Absolute Vodka (Sweden) not to mention the dozen of wines from the French speaking regions (like France). Oh, and Raki and Ouzo are Greek. As such plenty of non-American options. As I personally see it, the response to the Trump bluff will be countered in a few ways and it is my belief that the Trump Administration will be forced to do a 180 degree on the spot, that is if they would like to keep their other ventures running somewhat smooth. 

I personally think that Doug Ford called an upcoming bluff in several ways and all are promising answers to the situation that Canada is in no way to blame for. So what do they want? A 8,891 km wall? Who pays for that? As I see it, the war was essential for a long time, but as the ‘law’ unfairly differentiate the rich and the pour on drugs, this was never going in any direction fast. 

It seemed like such an easy solution but that was never go down well, because the complexities that American law allowed for made it way too complex (as I personally see it).

Have a great weekend, Toronto joins un on this Saturday in 2 hours.

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December 5, 2024 · 17:07

The price of debt.

That is what I am looking at, the price of debt. You see, they are all hailing that the US economy is strong. One voice (Goldman Sachs), the one that lost it all in 2007 told the world that America would be strong at 2.5% (somewhere I read it). To all it sounds nice and I like nice, but I also query a system that is to my (non-economic view) is rigged. As we see images all over the place on how good things are supposed to be, consider:

We see the setting as tax collected. For 2023 is was “The US government collected nearly $4.7 trillion in gross taxes during the 2023 fiscal year, which is a 15.5% decrease from 2022. The IRS collected taxes from a variety of sources”, now for some it is a little more then milk money. And that sounds nice, but the other side has “As of October 2024, the United States government’s monthly interest rate on its debt is 3.3%. The average interest rate for 2024 is 3.32%, and the total debt is $35.46 trillion.” Consider the simple setting of 3.32% of $35.46 trillion. This gives us $1,170,180,000,000 dollar annually. Which would be ‘liveable’ were it not for the simple fact that this is ONLY interest. The debt remains. And now we have a problem. You see the interest is is a simple 24.89% of the entire taxable revenue and it was 15.5% less from 2022. Do you now see the problem? 25% of all taxable revenue goes to the banks that carry the debt. The federal government spent $6.75 trillion in FY 2022. This means that they spend over 30% to much, more than they had and if there was no debt we could argue, but at this setting we are faced with the simple fact that $6.75 trillion was spent over an available amount of $3.5 trillion, which is getting worse and worse. As such we could surmise that the debt will increase with a little over 3 trillion over spending over last year alone. As I see it America is done for. And the setting worsens with the optional crushing of Google in 2025 (by breaking up that firm) which give Huawei their first global win. Then the defence industry is losing more and more revenue to China and this sets a larger premise. In that setting we see on one hand “The A&D industry generated $425 billion in economic value, representing 1.6 percent of the 2023 nominal GDP in the U.S.”, yet in this we already seeing revenue shifting to China in this year alone and more revenue goes to Europe. For Saudi Arabia alone this sets the bar at “In 2024, the Saudi Arabian defense budget is worth $71.7 billion and will grow at a CAGR of more than 8% during 2025-2029.” Yet other sources give us that “Saudi Arabia estimates military spending will be 15 percent lower than budgeted this year” as such we could surmise that this implies that Saudi Arabia by itself would spend $10 billion less. Not a biggie you say, but the other side is that China now has a little over 10% on that slice of delicious gunpowder baked pie. Making the loss for America more. As such we see an annual loss of $16 billion in one year alone from one customer. As such, what would be the books on India, Japan, Taiwan, Pakistan and Indonesia? If we see these picture, we see a dangerous escalation towards some fictive nil revenue for America. Fictive because that will never happen, but as the largest players seek economic stability they will spend less and take other jobs ‘in-house’ as the expression goes and America has been too reluctant to appease to that state of mind. And now China will step in to offer just that. As I see it, the question on the dollar setting was wrong. We are given “As of March 2024, over half (52.9%) of Chinese payments were settled in RMB while 42.8% were settled in USD” against the tariffs threat by president elect Trump. The actual question would become “How long could the US Dollar keep standing?” You see, as the debt becomes a millstone around the neck of the US administration, we need to consider that some nations will seek shelter from the fallout that this setting. In 2017, on March 17th I wrote ‘The finality of French freedom’ (at https://lawlordtobe.com/2017/03/17/the-finality-of-french-freedom/), I set the comparison of the Euro like a barge kept in balance by 4 strong economies. UK, France, Germany and a combined economic anchor. The UK was lost and there was a setting when the French anchor would be lost too. The Euro could not survive a setting with two anchors. A simple equation. Now with the Dollar under attack the Euro could face near certain scuttling. As such the Dollar has an influence there. China seemingly doesn’t care, but the other players who make up a combined anchor might switch sides when they merely look at their own currency. And the debt? They will not care. And as such the dollar faces a lot more than the bully tactics of choice. They will need to up the game by a lot, because when one goes, so will the other and that puts the livelihood and liveability of 784 million people at the markers. 100,000 of them will do fine, but that represents a simple 0.01275348% of people who are likely to make it (outside of the EU and USA), so when were that good statistics? 

The price of debt was always there, but the media has been eager and willing to hide those facts through BS and spin and soon when the people catch on (the other 99.987% of people), the live of playing the media courtesan will be one of the most dangerous of them all. People remember. And it was a simple equation for the media. “You can fool all the people some of the time, you can fool some of the people all of the time but you can never fool all of the people all of the time” A simple setting I knew to be true as early as the early 80’s. So how long did they have at most? Some are already falling in the bad light and when the people realise that they weren’t eating potatoes, but turnips. They will become massively enraged. 

A simple setting I have known to become reality at some point. So when are we given the goods? When the interest of the debt of America is shown as a setting against the budget and at this time it is around 25%, Americans need to realise that budgets need to diminish by at least 30%, so at what point do the people realise that the simplicity of the matter is that their money is about to be gone?

Have a lovely day.

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December 4, 2024 · 20:11

The premise was already set

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

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

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

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

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

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October 31, 2024 · 18:39

A day of flags

Something crossed my path and it puzzled me for a moment. An article passed me by on the Khaleej Times and for a moment I was stumped. The article (at https://www.khaleejtimes.com/uae/uae-sheikh-mohammed-calls-on-all-institutions-to-raise-flag-at-11am-on-november-1) gave me ‘Sheikh Mohammed calls on all institutions to raise flag at 11am on November 1’ where we see “As UAE celebrates Flag Day, the Dubai Ruler has called on all ministries and institutions to raise the flag at the same time, 11am on November 1.” So, what stumped me? The reason for it is quite natural. I however grew up in the Netherlands and there flag day is on June 22nd when the herring season starts. It amounts to a national herring eating day. For the Dutch it is a delicacy.

And with that in mind my first reaction was “The UAE doesn’t have herring” which for a (previous) Dutchman seems quite naturally. The setting or flag day is a national day in many countries and the UAE has plenty to be proud of. In Sweden it is celebrated on June 6th. That day in 1905 Sweden dissolved the union it had with Norway. On that day the Swedish flag became a reality.

In France it is celebrated on July 14th. This is due to the storming on the Bastille on July 14th 1789 which marked the beginning of the French Revolution. In the United Kingdom it has multiple meanings. 

As I see it, it differs per nation and they all have their own reasons. As such it seems to be an event of jubilee and tomorrow it is the United Arab Emirates that have reason to celebrate. We also get “The leader also invited “all sons of the nation to participate in this occasion.” Flag Day is an expression of love for the nation, loyalty to the flag, and “our renewed determination to keep the flag of our union flying high, expressing the pride, glory and dignity of the United Arab Emirates,”” Ever nation has reasons and the UAE also has its reason, proudly dipped in pride for its nation. Some might think ‘So what?’ But they would be missing the point. You see whether you are born there or it becomes your new nationality because you decided that the UAE is your new home. We should all have pride in the nation we embraced and celebrate the flag day we chose. As a simple question. Do you now the day of your flag day? As I see it, it doesn’t matter if you were born there. When you embrace your new grounds I believe that you should embrace the flag and your new national anthem. It doesn’t stop you from becoming a global citizen, but any global citizen is derived from a national sense of pride. That is perhaps debatable, but I believe that to be true. 

Have a lovely day.

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October 13, 2024 · 18:01

What is real?

That is at times the question. There was an image on LinkedIn (see below) and I had taken notice of it. Yet today on LinkedIn we were given a rather large recruiting drive which seems odd, but it doesn’t need to be. The line “Amazon plans to cut 14,000 manager positions by 2025” directly opposes the recruitment drive on which 150 people applied for (as a presented fact).

We see all the big boys dumping staff around 120,000 of them and the others are planning to dump a significant amount of people (numbers unknown). One of them I know ‘personally’, it is the Swedish telecom company Telia. We were given a month ago “Swedish carrier Telia is set to cut 3,000 jobs this year as part of cost reduction measures. The proposed cuts would equate to around 15 percent of its workforce, and deliver annual savings of 2.6 billion Swedish crowns ($253 million), the operator said today (September 4)” the larger issue is not that they are dwindling down staff, a 15% decrease is significant. It is the other side of the coin that I cannot see at the moment. That 15% might be all over the place, but the turnover is that a company with 15% less staff tends to have issues all over the board. Perhaps it works out, perhaps not. But the issue that I see with 3,000 persons saving them 2.6 billion Swedish crowns is a more significant issue. You see that amounts to a personal saving of 866K per person and no one in Sweden makes that much (well almost no one) this means that Telia is downsizing a lot, as such we need to take a look at “As of 2023, the company had a market share of roughly 31.5 percent” This implies (implied does not mean factual) that Telia is downsizing a few more branches and that now leads us to a much larger setting. Another source on this gives us “I envisage that this intended approach will not only result in a Telia that is simpler and faster in decision-making and commercial execution, but also help us to grow our business and generate enough cash so that we can make necessary investments and cover our dividend, as we remain committed to our dividend policy” I feel uneasy on this. Especially the statement “we remain committed to our dividend policy”, now this might (and likely is) merely me, but it could also mean that Sweden is ripe for players like STC (Saudi Telecom Company) and Huawei (Ren Zhengfei) to take up the baton to wave a much larger change in Europe. I expect that Huawei might show links to China Telecom (a speculation, not a fact). You see, as these companies all dwindle down, these staff members (requiring a job) might be a nice niche for these two players. Saudi’s STC is already in Europe “Saudi Telecommunication Company’s subsidiary TAWAL officially began operations in Europe in August of that year. In September 2023, it was announced STC Group had acquired a 9.9% stake in the Madrid-headquartered multinational telecommunications company, Telefónica, S.A..” When you consider this stage, and Sweden is the next target, Finland and Norway are not far away. I saw some data on STC entering Slovenia (might have been Slovakia) and that puts the option of Poland on the table, at that point Saudi Arabia has a clear path from the South of Europe all to the far north. And with that on the road, Huawei will have negated a much larger win, it took them some time but with this in place America is out of the race in Europe. All that bantering of fear mongers (never showing any evidence) and now these players will succumb to a much larger setting. Mind you, I am speculating. I have no evidence of this. And when we consider that IBM and Cisco are also on the list, the internet overhaul could become a lot larger. We say ‘it won’t get this far’ but the stage where they could be replaced by other players There is a Chinese version of Cisco (not sure how that words), but the stage becomes that Huawei and STC would have a clear path taking over servicing the European population of 449 million people in the EU. It is what I would attempt to do and America losing 120,000 people to ‘streamlining’ businesses will not help. So what happens next? Well if this impacts Telecom in Europe, especially a well maintained network, America will lose more and more and now they have no data to look into, that implies that Google, Meta and Microsoft will get less data and that will hinder their actions in the long run as well, especially as the Department of Justice is seeking to slice and dice Google. In that setting Huawei and their Harmony OS NEXT will get a great option and as that vibrates through the Middle East and Asia, Huawei will get the sweetest revenge on America to start. In this setting (as I personally see it) Germany and France will soon count the chickens they have and the eggs coming from this setting. I feel that Germany will turn first, but that might merely be my view on the matter. 

What is a given is that this is merely a setting as I see it (optionally very wrong), but as Saudi Arabia via BRICS makes more inroads into Europe, America will essentially lose these income streams. And that is the beginning of the end for America and its $35,000,000,000,000 debt. There is every consideration that more then 20% loss of revenue implies that America can no longer pay the interest bill. A setting I saw coming a mile away (5 years ago), so I do not see any hindrance to this scenario (which doesn’t make it correct).

And in all this China is seeking ‘revenge’ on the accusations America spouted and Saudi Arabia is aiming to become a technology hub and they are well underway to make that so.

So in this day and age of redundancies, there is a larger group of people almost desperate to find a new gig and there these two players can find all kinds of people ready and willing to give their new employer the best that they had. Will it be so? Time will tell. 

I want to congratulate Vancouver as they join us on this Sunday and the rest on having an equally fine day.

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