Tag Archives: Germany

May 5, 2025 · 06:55

The Dutch gene

Today was remembrance day in the Netherlands and in 8 hours it will be liberation day. These two days are high in the heart of the Dutch, being Dutch by birth, they are important days for me too. On May 4th, the Dutch ‘celebrate’ Remembrance of the Dead. It is in May 4th and it is crowded by visitors and people who lost a family member of friend, well that was for the longest of time. At present they merely remember the loss of progeny and past family members. This is how the Dutch remember the dead on the day before liberation day which will start in about 8 hours. 

Remembrance Day set the focus on It commemorates all civilians and members of the armed forces of the Kingdom of the Netherlands who have died in wars or peacekeeping missions since the beginning of the Second World War. After that we get Liberation Day throughout the Netherlands. A wide variety of entertainment and events taking place to commemorate the liberation of The Netherlands during World War II. As I moved to Australia almost 2 decades ago, these two days still touch me on these days. Usually I watch the movie ‘The Assault’ during these two days (one day or the other) and after it was released in 2006 also the movie Black Book. 

They give us a near perfectly real image (as I see it to be) of the days of World War 2 in the Netherlands. I reckon that the non-Dutch might not see it that way. Most of us are nearly always washed over by a more action driven nature of what WW2 was actually about. Most of these moves are American (or British) of origin and they set the stage of a weaponized setting, but these two movies show us a country under actual occupation. A setting that tends to be confusing for most. Don’t get me wrong, the Dutch enthusiastically hated the Germans, that hatred lasted the better part of 4 decades. We (or better stated I) do not hate Germans, it all happened before I was born, my father was a youngling and only saw his parents being hit by the results of WW2. My family (as far as I know) was never personally hit by any doom, or actually losses because if it. And as far as I feel there is no need to propagate hatred under those conditions. You can tell me that there is another way, but the propagation of hatred because of hatred seems petty and wrong. 

Still there is need to remember those we lost there, in an age that seems it is handy to forget about them, I believe it is important to remember those who fought against the occupation by the Germans, so that we can see how important those days were. Especially now, especially as Russia is moving against the Ukraine and in this we see how courageous the Ukrainians are. The 20th Largest army in the world is holding the second largest army in the world at bay. So what are the reliable numbers? Will we find ourselves forced into the next war. As such it was important for me to see these two movies. They do not inform me as much as console my feelings and doubts. You see, with everything that is happening in the world for the people like Putin and Trump, we need to be sure of our feelings. A moral compass if you prefer. A set point of what was, not the media shown exploitation of digital dollars of what they would like it to be. At present the bulk of the media just want to see money (digital or not) and we need to resist flame grown emotions. 

As the Netherlands is about to enter Liberation day, we might overlook such events, but we need to make sure we do not, because the consequences will be dire for all concerned.

So try not to overthink this and have a great day.

Leave a comment

Filed under Media, Politics

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

May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

Leave a comment

Filed under Finance, IT, Science

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

April 6, 2025 · 20:39

The color of grass

The CBC just alerted me to something that kind of slipped my mind. There is no reason why it didn’t was on my mind, mainly because I do not harvest for headhunters. But when I saw the story, I thought that it would make a lot of sense. The story (at https://www.cbc.ca/news/health/us-scientists-canada-1.7502527) gives us ‘Top American scientists just lost their jobs. Canada is rolling out the welcome mat’ the byline of this story is “Manitoba, B.C., Ontario looking to recruit top scientists from the U.S.” You see, as we read and know from the last few months “Health Secretary Robert F. Kennedy Jr. is aiming to cut 20,000 jobs at agencies like the Centers for Disease Control and Prevention (CDC), the National Institutes of Health (NIH) and the Food and Drug Administration (FDA).” So here we have Canada, United Kingdom, Australia, France, the Netherlands, Sweden, Norway and Germany seeking specialists of all kinds of people and as they were shown the exit by America, others will look happily to bolster their own sides with people that they couldn’t get before. As such Health Secretary Robert F. Kennedy Jr. will be getting several Christmas hampers, optionally a dozen this year. Even if he is under orders, there is nothing like governmental gratitude from these nations. Of the sidelines. I can advise these governments that the Hampers at Fortnum and Mason (at https://www.fortnumandmason.com/international-delivery-category) are the best.

As such we see an inverted version of the grass is always greener on the other fellows grave. We now (mostly the Commonwealth nations) are the greener grass. So as we see “One example: Dr. Madhukar Pai, the director of the McGill global health programs, told CBC News he’s expecting a record number of applicants for a new tenure-track job in his department, opening in the coming weeks. It’s a field hit especially hard amid sweeping cuts at the U.S. Agency for International Development that are slashing life-saving programs across the world tackling diseases like HIV and malaria.” As well as “Scientists overseeing cancer research, vaccine and drug approvals, public health and tobacco regulations are also among 10,000 already laid off. Public health experts say the mass firings could have catastrophic impacts for the U.S. and the world.” Here I say that it s more the US then the rest of the world. This is the first instance of an American brain drain. The second setting was the market crashing over the last two days, making these people accept other locations a little sooner than accepted. As we see that ‘Trump tariffs wipe $5 trillion off Wall Street’, we also need to realise that some of these people are hurt in their finances and they seek a way out of the uncertainty. So these people are roaring to be the first with a decent contract under their belt. So as we see “Kevin Griffis, a former CDC communications director, resigned in protest two weeks ago after three years at the agency. He said the mass firings were widely felt and could have unanticipated consequences. If the agency needed to hold a press conference today about a major public health threat, “there’s no one who even knows how to run the sound anymore. Because they fired the studio team,” he said.” That case alone will speed China to remove whatever options the other players have. With that setting consider Dr. Fauci joining a Swiss medical enterprise, and according to Kevin Griffis when Americans do not know what to do when a health crises arrives. So when the next ‘covid’ arrive, the people can rely on the treatments through President Trumps ‘advised’ Hydroxychloroquine, but when that fails? What then. Canada can get a setting to be the next best thing to the CDC, then there is the European Centre for Disease Prevention and Control (ECDC), and they are a little tired of the American tariff game and could slap a nice 25% tariff on that. The settings for America go from grim to deep black soon enough. Even now we get headlines like ‘Elon Musk backs ‘free trade zone’ between US and Europe’ (source: Al Jazeera) and that is merely for openers.

So whilst the Commonwealth replenishes their shorts on medical experts, America need to wonder what else they could lose. I am still of the mind that America is near to implosion moment of their debts and shutdowns are likely to happen, when that does, these first ‘evaders’ are is a much better position than any other American, even now as the 5 trillion write off hits the entirety of the tech corporation, some will make it, some others will make massive losses taking their home selling efforts almost essential and the billionaires who relied on their Bitcoin, need to realise that this currency is still a few percentage points. So Sergei Brin (all-father of Google) had $142.2 billion, now at 7% less, he seemingly lost 9.95 billion, not that much overall, still more than the 5 billion annual I had reserved for his firm as additional revenue (he dumped the Google Stadia, so that was that) and as Jeff Bezos seemingly lost 13.51 billion, my IP could set him topside in around a speculative 2 years. It is all relative as I see it. Still, this is not about me. As America is losing the handles on the world thought essential services, others will step in to make a move for themself (and I am no different). You see, as the issues evolve, we see scientists that were in unshakable positions, were suddenly shown the door and now as we see “Canadian provinces are already trying to attract American health experts suddenly out of a job. Manitoba is “rolling out the welcome mat” for U.S. trained doctors, nurses and researchers affected by the cuts, said Minister of Health Uzoma Asagwara in a statement to CBC.” And this is only the beginning. As some other fields are shown the cutdowns, we see other ventures all over Europe and even in the Middle East, they are smiling and wringing their hands as fields of opportunity are given to them. The Hollywood fires gave rise to the Dubai Media Group now getting their hands on several lucrative projects. No this is in no way the fault of President Trump, but these small kicks can become a lot bigger. They are not related, but these separate items can become related. As health scientists have possible connections to pharmaceutical corporations, the impact to the larger stage will be visible in less than two years, so consider that in two years the revenue now (which is expected to be $605-$635 billion on medicine in 2025) gets down by 20% (speculative number) in 2027. So what happens when $121 billion goes to other places (like Europe)? So we have Defense (2022-2026) went to China and Europe (close to 90 billion)  now presumption on pharmaceuticals $121 billion less, and the Middle East are now aiming for $10 billion handing that to others and taking that out of America. So how many hits can the American economy endure the loss of of revenue in added fields of revenue again and again. At present (as I personally see it) America needs to pay interest on 36 trillions, which is a little over 2 trillion, all whilst the tax revenue is around $4.92 trillion (2024), so 50% is out on paying the interest of outstanding debts. Do you realise the issues America faces? And now Canada has a first jab at the fired experts in healthcare on several levels and in several disciplines. So how was the tariff game a bright idea? 

And as America loses more and more it is (as I personally see it) nicely on its way to become a third world country, the first in the western world. And I am not surprised as I predicted this as early as June 8th 2014 in the story called ’17 or 70 trillion?’ (At https://lawlordtobe.com/2014/06/08/17-or-70-trillion/) when I wrote “My issue is not just with the US debt levels, it is also about the ‘blasé’ approach economists are throwing at the people stating that things are not that bad and that it will all work out. That part is a figment of THEIR imagination, because for things to resolve, actions must be taken and none are getting taken at present (or in the near future for that matter). My biggest issue with the Article of Chad Stone is seen at the end. His quote “Lowering the debt ratio comes at a cost, not only risking the recovery if it’s done too fast but also in burdening businesses and households with larger spending cuts, higher taxes or both to stabilize the debt ratio“” I foresaw the dangers 11 years ago, not to this degree, but the setting was clear and as the people are now vacating the sinking ship, the seas become heavy for America and they basically almost capsized the boat themselves. A larger setting is connected and even if we are ‘in denial’ that there is a problem, the people are seemingly rising up all over the United States and Europe with their ‘Hands off’ calls. ABC Australia is giving us ‘Thousands protest against Trump and Musk in ‘Hands Off!’ rallies across US and Europe’ (at https://www.abc.net.au/news/2025-04-06/thousands-rally-trump-musk-hands-off-protests-across-us/105143038) the American setting has usually been ‘The best defense is a good offense’, I do not disagree, yet I am more on the stage of Julius Caesar (Italian army, 65 BC) he states “the first stage is to protect yourself from enemy retaliation” a better setting and as I see it America has left itself open like never seen before. The (slightly less rich) friends from the American administration are now seeking their own save spot, the enemies are enticing former American friends and I warned of that in the years before 2025. Now we see another nail cast into a coffin named ‘defaulted’ And this is not the end, there is every chance that the defense industry will see its own setting of people seeking early retirement and the market crashes will make them seek other shores, their money is in danger of losing the bulk of its value. Will the markets get back? I feel certain they will, but will they recover enough and soon enough? That becomes the question. To write off over 5 trillion is not easily fixed, that much is clear. The next setting are the tariffs, America needs to cancel them for Europe and the Commonwealth to say the least, that might stem the flow of brainpower, but that is a presumption by me. The opponents of America are battering America’s walls and they did mostly this to themself. 

As such I am on the side of Canada, our Commonwealth brother. And if Manitoba, B.C., and Ontario gets their hands on excellent health experts, then I say “Hurray for Canada” and I raise my cup of coffee to them (no beer in my fridge). 

So you all have a great day and if you are on the board of scientists at the CDC, consider the lakes, excellent trout and pike fishing. The air is clean and the people are mostly friendly (not too much to Maple Leaf friends), they revere the Winnipeg Jets. So that’s all for now and see you all on the flip side.

Leave a comment

Filed under Finance, IT, Media, Politics, Science

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

March 5, 2025 · 14:37

Le désert Arabe

Yes, that is the setting. It is not a desert, it is the final course in a meal that has been brewing since 7 October 2023, like a slow boiled Slow Simmer Beef Stew, but one with a distance, it took 16 months for this stew to come to fruition and now, the final course is up to serving. An Arabian plan that was according to the BBC (at https://www.bbc.com/news/articles/cjd32xyjg4eo) where we get to see ‘Arab leaders approve $53bn alternative to Trump’s Gaza plan’, a plan agreed upon by some. We are given “Egypt’s President Abdul Fattah al-Sisi also called for a parallel plan alongside the physical reconstruction to move towards what is known as the two state solution – a Palestinian state alongside Israel. This is widely seen by Arab states, and many others, as the only lasting solution to this perpetual conflict, but it is firmly ruled out by Israel’s Prime Minister Benjamin Netanyahu and his allies.” I have reservations. In this my one issue is the setting that we are given as “Some Arab states are known to be calling for the complete dismantling of Hamas; others believe those decisions should be left up to the Palestinians. Hamas is said to have accepted it will not play a role in running Gaza but has made it clear that disarming is a red line.” I reckon it will take a few months until Iran will ‘bolster’ the response given by Hamas as some existential joke in serious form and that is when the parties accept that the given “Wealthy Gulf states appear willing to foot some of the colossal bill. But no one is ready to invest unless they are absolutely convinced buildings won’t come crashing down in another war.” This is the larger difficulty and truth of the matter. We are given “It glosses over the issue of what role, if any, Hamas, will play. There is a vague reference to the “obstacle” of militant groups and said this issue would be resolved if the causes of the conflict with Israel were removed.” Their is never going to be a ‘peace’ setting with Israel. That is the larger problem. And the others (the Arab states) see that this is the larger setting that will require setting. We are given that “Egypt had produced a detailed blueprint, with a 91-page glossy document including images of leafy neighbourhoods and grand public buildings, to counter a US scheme labelled as a “Middle East Riviera” which shocked the Arab world and beyond.” But that merely looks nice. Gaza could have looked that way decades ago, if not the issue of Hamas was given and that will never seize. It will take a little whilst until Hamas is regrouped and when Iran comes with the likely ‘accusation that Hamas has become a flaccid loser to Israel’ and Hamas suddenly gets a new incentive of weapons and missiles the whole thing starts again. I personally believe that neither this plan and the ruffled plan of President Trump would ever have worked. Iran does anything to ‘remain’ islamic relevant (which is a version where Iran and not Saudi Arabia and the UAE are at the head of the Islamic table, that is the primary concern for Iran and they will play the three terrorist teams (Hamas, Hezbollah and Houthi forces) to progress ‘their’ view on what should be. So this 91 paged plan seems nice for Palestine, but they are the tools of Iran, all Palestinians are. That is the over-sounding problem.

We might want to digress with ‘it could work’ and what do the Palestinians want, but this game has been played close to a near century setting, going all the way back to 1936. A setting that is 89 years old. And if we get to the nitty gritty part of this. The British wanted a solution for the decades of murder and lynching they were facing by jewish mobs getting back at collaborators and traitors all over Europe and Germany. That was the largest fear England and Western Europe faced in the time of 1944-1960. I personally believe that this was the push for the State of Israel. I am not debating that it was the right thing to do and Jews had that part of the middle east (actually more than that) and now we see the latest view and it is all upbeat and we are eager to accept it because it is an Arab plan, making realising this more likely than any other plan (including any plan that President Trump hands the world) and now the game changes for the next  aggressive action of Hamas will place the Islamic world against them, it will not matter for Iran as I personally see it, because any plan that decreases the hold they want over the Middle East will be directly rejected and soon terrorists from Houthi and Hezbollah will scream foul and ‘come to the aid’ of Hamas. That will exclude another bash in Gaza and at that point Israel will have had enough and will indiscriminately attack Gaza no longer worrying about killing the ‘innocents’. They will kill as I personally see it anything in Gaza ending to a larger extent Palestine life in Gaza and they will become the new Nazi’s (my darkest view on the matter). 

As I see it this plan has merit providing Hamas is destroyed, not merely no weapons, but no Hamas is close to the only setting that is close to acceptable in this.

So whilst we accept that we are given ““The Egypt plan is now an Arab plan,” announced the secretary general of the Arab League Ahmed Aboul Gheit at the end of this hours-long gathering.” There is a reflective part in this. What did Iran have to say in the matter? They are the tinderbox for Gaza and Hamas. So whilst we might readily accept “This new plan proposes that Gaza would be run, temporarily, by a “Gaza management committee under the umbrella of the Palestinian government” comprised of qualified technocrats” it is my worry that this comes across as a death sentence to these ‘qualified technocrats’. They are either Hamas, or Hamas minded and if not Hamas will ‘accidentally’ set a new setting of Palestinian traitors (as they are likely to be named). There is one additional setting. There is a larger chance of success when a coalition of Saudi and UAE forces are placed in Gaza (temporary) to oversee safety and security until Palestinian forces are ready to take over. I don’t think it will work, but it has the benefit that Hamas would have to directly attack these forces and that might stop them. It depends on how powerful the Iranian hold over Hamas is. I actually do not know that part of the equation.

The plan is bold, the plan is better than anything there is and the plan leaves enough of Palestinians considering if Hamas was ever a solution, that last one is important for Hamas to be seen as redundant. Will it work? Like many others I hope it will but I remember 1982 Rafah (I was there), so I have concerns. 

Try to have a great day.

Leave a comment

Filed under Finance, Media, Military, Politics

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

March 1, 2025 · 05:38

What was that about London Town?

There is a setting that we see and for some reason the media is ‘unable’ to highlight. It reminded me of a setting we saw in Love Actually, the masterpiece by Richard Curtis which included Keira Knightly as the newly created bride, Denise Richards as the pretty one of the family, Claudia Schiffer as the new girlfriend of Liam Neeson. Yet they are not the setting. It is the interaction of Hugh Grant as the Prime Minister and Billy Bob Thornton as the US president. You see, that part reflects on now when we hear Hugh Grant (as Prime Minister of the UK) say “A friend who bullies us is no longer a friend. And since bullies only respond to strength, from now onward I will be prepared to be much stronger.” Words that have been unlikely to come from Keir Starmer. On the side of President Trump it was a good tactic. Divide and conquer. An age old tradition to take the UK out of the race to support Canada. That is my first concern. Our Commonwealth brother is in a tough spot and they need our help. I for one was all about setting the stage of the Commonwealth and it has merit. If Whatever is exported to the USA, should now (for as much as possible) set among us, the Commonwealth nations. Moreover, the tariffs need to include all exported energy to America. The said 25%, fine, Canada can do that too. But the larger requirements are to set exports from America to Commonwealth and Europe. The first setting is oil, Crude Petroleum ($107B), Petroleum Gas ($15.7B) and Refined Petroleum ($15.1B). Then we get to deal with the rest. And as far as I can see, either Australia and New Zealand aren’t on their list, or their parts are too small. So lets ramp up what these two nations can deal with. The benefit there is that Vancouver will get a boost of income through shipping and optionally jobs too. After that there is the option how much can we shift towards Europe, as well as how much more can Canada sell to the United Kingdom. It only takes care of 40% of the current needs, but with America losing the 40% of that, especially oil, America has created their own problem. As far as I am concerned we all need to take America off the shopping lists. Australia has its own settings. Two weeks ago we saw “It came after comments on Tuesday from the US president that there would be no exceptions or exemptions on the tariffs, which will start on 12 March unless Anthony Albanese can secure an exemption.” So was there an exemption? And March 12th is less than two weeks away. For Australia the ‘loss’ is a ‘mere’ 51 billion all whilst we import from America $34.6 billion in goods and services. So what happens if we decide to drop the bigger part of $34 billion and get that from Canada and India? I don’t know if it completely balances its out, but two nations dampening America for half a trillion dollars will have an effect. As such we can state that ‘America first’ could become an essential ‘America first to the sewer’. I like it when life balances the bully into desperation. I don’t know that much about New Zealand but that has its own margins, and when that falls down for America as well, and their goods find another destination, we will have been much stronger against the so called ‘bully’.

In the other side there is nothing against America phrasing ‘America first’ it is a nationalistic setting I never opposed it. Not for Denmark, not for Germany, not for France of any other nation. National pride is essential for any nation. But the larger issue isn’t that America has a Fentanyl problem. It is related to the quote “Since 2013, the illegally manufactured fentanyl problem in the United States has become more deadly and more diverse.” The other side is that federal data from U.S. Customs and Border Protection show Canada plays almost no role in the smuggling of fentanyl or other deadly street drugs into the U.S. Despite that fact, Canadian Prime Minister Justin Trudeau promised in December to step up efforts to secure the northern border. (Source: NPR) so how is “Canada plays almost no role” the setting for the tariffs? It does not. As I personally see it America is now so broke that they have to cut every corner and alleviate every spending that they can dismiss. That is the setting I see and I have been watching this for some years. It might help, but at the most a few months and as we cull the needy Americans from resources they need, that setting will expedite matters against President Trump. And we have a duty to our Commonwealth brothers and now we must unite, because when the Wall Street boat sinks, we need to be ready for what comes next. If you want to guess what comes next. Wait until you see, social funding goes to zero. Veterans, healthcare, pensions, unemployment it all falls down. I reckon that this mess will be ten times worse than the Great Depression, which was a global economic crisis that began in 1929 and lasted until the 1930s. It was caused by the Wall Street stock market crash in the United States. And it will do so again, but this time the stakes are higher. Europe and Japan are directly impacted this time too and what comes next will fuel movies for a decade or two. Perhaps Richard Curtis will create his next gem called ‘Funds Actually’ and its release will be under 5 years after this point is reached. Perhaps a more international cast like the stock broker in Tokyo (played by Hiroyuki Sanada) who sees his wealth and family life dissolve as he trusted the words of Wall Street. And for rockers, the role of Donald Trump played by Alec Baldwin, dropping in on 10 Downing Street asking “Can I have some more please?” I actually doubt that President Trump ever used the phrase ‘please’ but it makes for a better Oliver Twist reference. 

When you see the elements stack up, I see that this is the most prevalent setting and when the numbers are counted, can anyone give rise to the Fox statement “The massive GOP bill would also direct $4 trillion toward raising the debt limit” I think America is about to surpass its debt limit with exceeding arrogance and that is never good, because like gamblers going all in again and again disregarding the issue in front of them just as long as they get one win, that setting is one of the most dangerous. Not only because the current administration is ignorant of the setting of now, but they let the bet it hoping they get some too. When you take approach to the budgets, how does this ever help anyone?

Have a lovely weekend. 

Leave a comment

Filed under Finance, Media, movies, Politics

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

February 22, 2025 · 00:48

The edge of what could be

That is what it is, it is perhaps perception, but at this time I am unable to trust any media, not Newspapers and definitely not social media. That issue has larger interpretations. As media ‘sides’ with one or the other, the reporting is not to be trusted. Twitter (say X) is filled with people who are trying to get some of the limelight and that is nearly always tainted. As such, I need to set my feelers out there and try to make sense of it all.

You see, the first perception is that the Grand Old Party (Republicans) have a perceived new logo

It might be right, it might be wrong. Yet as the media is no longer willing to give us the clear news we see a tainted media. I tend to trust the BBC, but other voices are no longer willing to do that. The BBC is on the same kind of revenue through populistic news that tends to hamper things. I see the news around me and as such it sounds that the BBC is setting themself on the same pile that several Murdoch Media branches are on. So there is that. 

But the last news on the BBC (at https://www.bbc.com/news/articles/ceqjn74gdwzo) is giving us ‘Trump ‘very frustrated’ and Zelensky must strike minerals deal, says adviser’ and this is coming after we were given by President Trump himself that Ukraine attacked Russia and that is not all The Guardian is giving us ‘Stop criticising Trump and sign $500bn mineral deal, US official advises Kyiv’, it comes over like the US is whoring for mineral deals and after they tried to ‘annex’ Canada as the 51st state. Different thoughts were washing my brain and they could be wrong. But the debt the US has and the outstanding ‘accusations’ against President 

Volodymyr Zelenskyy is taking a nasty turn. Let me explain to National Security Adviser Michael Waltz how to approach any courtesan (I apologise Volodymyr). You play nice at least until the courtesan signs over her cherry (mineral rights). On one side in this economy there is a clear setting that help doesn’t come for free. Yet appeasing Russia whilst calling Ukraine the bad apple is beyond stupid. And then the quote “White House officials have told Ukraine to stop badmouthing Donald Trump and to sign a deal handing over half of the country’s mineral wealth to the US, saying a failure to do so would be unacceptable.” Is arrogant and stupid beyond believe. It is almost that Russia its seeing the setting that America is in and decided to change the game a little. I still believe that behind these closed doors President Trump and President Putin struck a deal. America gets Canada and Russia gets Europe. This might be wrong, but when we see America go after water and minerals to this degree, I feel that the final option is that I take all my IP and hand it over to the UAE and strike a deal there, it might be the last safe space together with Saudi Arabia. 

So am I wrong?
The ‘fact’ checkers say I am right about president Trump, but as I do not trust the bulk of the media, I need data and trustworthy people to tell me and one source confirmed my thoughts at least in part (he was not completely on board on the ‘broke America’ setting). That is fair enough. And the rest is puzzled to gather with all the Trump settings covered in several newspapers. And then the setting where the Ukraine and Europe were left out of the talks and some vice president calling Europe all kinds of stages, was that a good idea? You see, when the dollar bottoms out, they will need Europe and they might not be willing to help after all that has transpired over the last two weeks. I am not on the stage where people try to make sense of President Trump, he threw this away when he decided to make Ukraine the bad player while appeasing Russia. At this point I am on the UK side, ready to join them on the battlefield and I am 63 years old. 

I might not be an able front line person, but I feel certain that I can still take out a few officers (and tank commanders) with the doohickey (aka Barrett) shown above. I reckon that is the one thing I should still excel at (I haven’t take a shot in over 44 years). As the Commonwealth (UK and Canada) side with the Ukraine, I should be willing to do the same. So what are our options? There is the setting that America is setting its ‘aid’ to the terms of signing over $500 billion on rights. It seems like a waste as you saw in yesterdays article that StarGate (also $500,000,000,000) is pretty much a waste of money when you consider that it is based on incomplete elements and these elements are years away. So there is that part.

And for the Russian side of peace? That is a lesson that Hezbollah and Hamas taught us. They are merely willing to talk until they resolve their logistics for ammunition and weapons. There is reliable intelligence out of the UK, France, Germany and the Netherlands that President Putin has no interest in peace. I wonder when America realizes that their setting was hollow from the very start. I reckon that Europe needs to get ready because Russia is willing to go all out, President Putin will not be tolerated when the European setting goes equally wrong (and it has every chance of going wrong) as West Europe has been getting ready for some time and the are as motivated as the Ukrainians were in year one and now that Russia has lost as much hardware as we have seen a mere 8 hours ago:

We shall see what Russia can bring to the fight, they still have plenty, but they lost oil, infrastructure and plenty of people. They have not considered the willingness of Western Europe to stay ‘Russian-free’ and when Germany invades Russia, the losses for President Putin (President Trump too) will be complete. It will isolate America and sets a dangerous precedent as China will ‘offer’ help to Canada and the other Commonwealth nations. With Australia and New Zealand they pretty much ‘own’ the Pacific and now we can have a sense of humor and take Hawaii as the ninth state. Well, it will be self managed by the Native Hawaiians, they merely accept King Charles III as their sovereign, but for the rest they rule Hawaii themselves which might already be a step up from today. I reckon that Americans will not really like that. They wanted Canada as their 51st state and in the end they lose Hawaii and end up with 49 states. Karma is a bitch, ain’t it. 

Oh and now America (if China comes in) used to have China 11,359.64 km away, in the new setting they could have China a mere 230 km away (Vancouver-Seattle), so how is that intelligent call from President Trump hitting you all now?

Seems to be a nice day, and it is weekend. So what will happen on Sunday and Monday? I have no idea but if President Trump does more of this, next week might not be that great for Americans. Have a great day.

Leave a comment

Filed under Finance, Media, Military, Politics

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

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.

Leave a comment

Filed under Finance, IT, Media, movies, Politics

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

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.

Leave a comment

Filed under Finance, Law, Media, Military, Politics

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

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.

Leave a comment

Filed under Finance, Media, Politics

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

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.

Leave a comment

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

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