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A New Disney

There was an Italian, who has been famous for over 125 years, he is not the first or the only famous Italian. There was this guy who came up with Pizza, There was this other Italian who thought fast Ford cars were a joke and he created Ferrari, then there was this other Italian, who made tractors, disagreed with the previous Italian and created Lamborghini. It is actually none of those. It is Carlo Lorenzini who was born 190 years ago. You might not know the name, perhaps his alternative name? Carlo Collodi! If you are still in the dark, than remember the story of a wooden boy who wanted to become a real live boy. Steven Spielberg used the notion in AI, but the original remains the best, namely Pinocchio!

Yes, the story of a wooden boy going into the world, yet as a wooden boy he was not alone, there was a little Cricket accompanying him and he would be a lot more important than your average Cricket, Jiminy was his name. Today the story is even more relevant, you see, the name Yemini Cricket might be ringing bells, but the truth of the wooden boy is there. The question becomes, who is the wooden boy?

So when I read ‘US, Britain and UN demand Yemen ceasefire within days‘ (at http://www.sbs.com.au/news/article/2016/10/16/us-britain-and-un-demand-yemen-ceasefire-within-days),

Yet when I read “The United Nations envoy, Ismail Ould Cheikh Ahmed, said: “We are here to call for an immediate cessation of hostilities, which will be declared in the next few hours.” Cheikh Ahmed said he had been in contact with the rebel Huthi militia’s lead negotiator and with Yemeni President Abedrabbo Mansour Hadi’s government“, my recollection does not go towards the classical story, it goes to a reference a little closer to the present (at https://www.youtube.com/watch?v=ZFZrKOCdHFs), the laughter applies to both the sketch and reality. Aleppo is a great example, how 5 years and 400,000-450,000 fatalities later, no solution is there, but they are still flying to places like Switzerland to talk. I wonder when we add up all the costs, how much did the taxpayer pay for this play?

A number of civilian casualties that have now surpassed the total US Military casualties, of those who died during WW2. Doesn’t that look like a clear message that massive change was required a few years ago? I reckon all the players know that, yet, having long conversations with Russian Foreign Minister Sergei Lavrov, whose only concern is to stall so that the population can be made extinct before the resolution passes, reads a lot more like the Friends edition of Pinocchio, than the original by Carlo Collodi, where we see the conscience that is Jiminy Cricket.

So as we see the beginning of the same slow train in Yemen, I have to wonder if creating a new version of Pinocchio with Yemini Cricket is the way to go. It educates politicians as well as bring some hard needed cash towards Hollywood (or Bollywood).

So why is this different?

To one degree it is not, towards the other degree it is very much so. The problem is that both Syria and Yemen could be on the same page, no degrees of separation. In this case there are two at least. You see, Yemen has limited ties to Russia, making it less complicated, what is the issue is that the Houthi’s are actively shooting missiles at the US Navy complicating matters a lot more. It only takes one direct hit, and Yemen would technically be in a state of war with the US. Now, normally, a bankrupt nation is not that much a bother, but Yemen is not an economic or military superpower, so going against America sounds like a PR approach to get them ‘involved’. What is an issue is that Yemen, the neighbour of Saudi Arabia could get lucky at some point, what happens after the hit will be an issue, because Americans tend to get cranky when you successfully blow up something American. Interesting is that there are now multiple sources claiming that Iran is now moving towards the Red sea. An interesting story as the Red sea is on the other side of the Persian Gulf and Iranian war ships have no actual business there (which could also apply to the Americans). The question becomes how is Saudi placed into all this? Here there are issues too. There is no stating if there is even any link but the changes and the Attention that members of the Saudi government are drawing attention to themselves become a factor (speculation from my side).

One part is from the Australian Financial Review (at http://www.afr.com/news/world/middle-east/saudi-prince-mohammed-bin-salmans-shatters-decades-of-tradition-20161017-gs3yt5), where we see the title ‘Saudi Prince Mohammed bin Salman’s shatters decades of tradition‘, is not giving us the ‘goods’. The first quote is “He has slashed the state budget, frozen government contracts and reduced the pay of civil employees, all part of drastic austerity measures as the Kingdom of Saudi Arabia is buffeted by low oil prices“, which would be quite acceptable in one view, at least it appears that one government in this world is dealing with its budget issues, although not in the most ‘desirable’ way, when a nation is so dependent on oil, there might not be too many options. The second quote is “While vacationing in the south of France, Prince Mohammed spotted a 134-metre yacht. He dispatched an aide to buy the ship, the Serene, then owned by Russian vodka tycoon Yuri Shefler. The deal was done within hours, at a price of approximately €500 million (roughly $720 million today)“, which implies the opposite. The question is not the cut-backs or spending spree, the issue is neither quote, it is the quote I will give now “Many young Saudis admire him as an energetic representative of their generation who has addressed some of the country’s problems with uncommon bluntness. The kingdom’s media have built his image as a hardworking, businesslike leader less concerned than his predecessors with the trappings of royalty” as well as “Others see him as a power-hungry upstart who is risking instability by changing too much, too fast“. So is the prince a go-getter or power-hungry? I cannot tell as this is all based on third degree of information, what matters is how the view and the actions will reflect the counteractions of the US and Iran in regard to Yemen. The moment the conflict results in a direct attack on Saudi grounds, what then? Iranian warships in the Red Sea would only complicate that, making a harsh response from the Saudi Military even more destabilising.

In my view there are two sides within Saudi Arabia, yet how they should be seen is another matter. I do not claim to have a proper view. I have questions. You see Mecca is an Islamic Holy city (the most important one) and it is part of Saudi Arabia, so as Saudi Arabia is the caretaker of this holy site, the involvement if Iran is more than just a small issue. Whatever they decide to escalate could have large repercussions all over the Middle East. The Sovereign State of Saudi Arabia has every right to defend it in every way possible, so Saudi Prince Mohammed bin Salman is also Minister of Defence and the youngest one in the world, which as a stat sounds nice, yet it also means that in light of other decisions, he is ready to do that what the US has been unable to do, declare war on its enemy by actually acting against them! Not that the US needed to declare war, but in light of Syria, doing anything actively would have been nice, an absence of resolution that His Royal Highness Mohammad bin Salman Al Saud is less likely to show.

What is a problem is the fact that the complications are more and more likely as days go by and that is the one spark that this powder keg does not need. Iran cannot be denied access to international waters, which will not lessen the impact. One of the elements in all this is seen in the second quote regarding the ‘power hungry’ side of it. You see, the AFR article is also mentioning “Mohammed bin Nayef, the interior minister and longtime counter-terrorism czar“, which is now an element in all this. You see, whatever happens next is all surrounding the need for intelligence. So whatever issues there are between His Royal Highness Muhammad bin Nayef bin Abdulaziz Al Saud and His Royal Highness Mohammad bin Salman Al Saud gives wake to the Disney sequel, a tale of two princes. A new approach to the classic Dickens story where the plight of two members of the Royal family of Al Saud are protecting the Sovereign state of Saudi Arabia as well as the safety and security of all Muslims that are in and nearby Mecca. Even as the papers are expecting a ceasefire, the issue is that stalling is equally a tactic here. There is no way of telling why Iran is involving its warships in that region, other than trying to complicate matters and demanding a seat at the table of decision, which would only change the time table in the worst of ways. What the Deutsche Welle did give was the quote “the Saudi-led coalition has blamed an airstrike that killed over 140 people at a funeral ceremony in Yemen on “erroneous information” received from a “party” affiliated with the country’s embattled government“, it matters, because it gives light to the essential issue that the two princes need to rely on quality intelligence, sources that can be scrutinised. And in this matter, mentioning the yacht was to iterate that spending that money on a satellite over the area might not have been the worst personal idea I am having. And let’s face it, any prince that can claim that he has his own satellite wins the discussion with any other prince relying on yacht and status. So many have a yacht, but how many of these rich individuals (very wealthy people in general) would own their own satellite? Especially if it becomes a source of intelligence.

Of course there is a lot more to owning one’s own satellite, but I hope we can all agree that intelligence will be key in whatever escalates over the next week. My issue is that too many players have their own agenda, yet would those agenda’s be truly 100% be focussed on whatever is best for Yemen and/or Saudi Arabia? You see, oil prices are down now, but why and for how long? What happens when prices go through the roof again? What happens then? Suddenly all these political issues are all linked to the price of Oil and the profit it brings?

I do not claim to have these answers, but the fact that too many sources are not asking the questions that require asking is troubling, yet the AFR article gives us a lot more, even more than I bargained for, which is comforting to say the least. What becomes a matter of discussion is the one quote that shows the elements “People who have met Mohammed bin Salman said he insisted that Saudi Arabia must be more assertive in shaping events in the Middle East and confronting Iran’s influence in the region – whether in Yemen, Syria, Iraq or Lebanon“, giving the links that require addressing and the prince is not afraid to do just that, however it take two to dance rings around Iran and taking away its influence in the Middle East. As I see it, Riyadh will have to make changes to some degree. Counter-Intelligence will be key in dealing with Iran and the impression I get when I see a quote like “has deep ties to Washington and the support of many of the older royals” shows the speculative possibility of the older ‘let us see how this plays out‘ against the younger ‘let us get this party started through action‘. It is not about the balance, but about what works best. In that regard both princes might have to make changes a lot faster than they are comfortable with, because if the news is correct, the Iranian ships and submarines will soon be active in the Red Sea, but active to what extent is something that remains speculative, whatever they do, the fact that it includes Iranian submarine presence (as reported but not confirmed), will also raise tensions with Israel.

As I see it, the biggest issue is Iran and what they are trying to get out of it. Putting themselves in the middle of a conflict where they are now trying to imply that it is all about them (especially as they are in the Red Sea), yet is their presence less valid than that of the US? It seems to me that we are creating a new Vietnam, just not with the Russians involved (like Syria). So there are two solutions to consider. One is that the US is replaced by for example the Commonwealth, or France, which takes away the Iranian-US issues. That is, if Saudi Arabia would be willing to consider that move. No matter what, the navy that does that, could find themselves in an armed conflict with Iran, so it better be a competent and modern Navy which leaves not that many options. The Netherlands, the UK, France, South Korea and India. Giving the option to either South Korea or India would benefit, as Iran cannot spin some NATO link story. In addition Iran cannot afford to piss of too many additional nations as either could make short work of the ego of Iran as these navies decide to sink Iranian war vessels like rubber dinghies, because they pushed one button too many.

No matter what happens, Saudi Arabia must do what it can to keep safe and the Yemeni issue is one that tests many sides of those who see and witness it, because there is a dilemma in conscience. A revolution that got out of hand, a set government overthrown with its own agenda. When we see the Houthi’s slogan “God is great, death to the US, death to Israel, curse the Jews, and victory for Islam“, can we really show any kind of support or sympathy?

The most important part to realise is that we need to set aside our version of what is acceptable, we have seen the US and Europe at large impose their version of ‘civility’, whilst bending over, grabbing their ankles and let the financial industry quite literally get away with murder in many ways. We impose rules and expectations, whilst having no clue how to manage a budget or how to stem greed to the point of strangulation. In all this, we have given up the high ground in several fronts, so we are no lecturer with any level of confidence. It is my opinion, that the Middle East can only be decently governed by someone in the Middle East. I personally believe that Saudi Arabia should be at the centre of it, there is no doubt that it would beneficial that a coalition that would include Egypt, Jordan and the United Arab Emirates, but I am not knowledgeable enough to see whether it is just them, or that other players should be seriously considered. What does matter is that both General Intelligence Directorate (GID, aka Mukhabarat) and Jordanian General Intelligence Directorate would be important in ascertaining Iran’s hostile actions and if need be counter them. From my academic point of view is the challenge that the SIGNT of the three would pose to get one coherent reporting and analytical solution on Iranian intelligence. One that would definitely benefit all three nations. Yet perhaps that will evolve into a third Disney project, which could be the next big thing. It’s all just a thought, but think it over for yourself and ask yourself the question you did not hear voiced, this is important, because this stage could get ugly in a hurry and possibly before Christmas this year.

 

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What did I say?

Last night I got a news push from the Washington Post. It took me more than a second to let the news sink in. You see, I have been advocating Common Cyber Sense for a while and apart from the odd General being ignorant beyond belief, I expected for the most that certain players in the SIGINT game would have their ducks in a row. Yet, the opposite seems to be true when we see ‘NSA contractor charged with stealing top secret data‘ (at https://www.washingtonpost.com/world/national-security/government-contractor-arrested-for-stealing-top-secret-data/2016/10/05/99eeb62a-8b19-11e6-875e-2c1bfe943b66_story.html), the evidence becomes blatantly obvious that matters in the SIGINT industry are nowhere near as acceptable as we think they are. The quote “Harold Thomas Martin III, 51, who did technology work for Booz Allen Hamilton, was charged with theft of government property and unauthorized removal and retention of classified materials, authorities said. According to two U.S. officials familiar with the case, he is suspected of “hoarding” classified materials going back as far as a decade in his house and car, and the recent leak of the hacking tools tipped investigators to what he was doing“, so between the lines we read that it took a mistake after a decade for the investigators to find out? No wonder the NSA is now afraid of the PLA Cyber Division!

In this light, not only do I get to tell you ‘I told you so‘, I need to show you a quote from July 1st 2013, where I wrote “So if we consider the digital version, and consider that most intelligence organisations use Security Enhanced Unix servers, then just accessing these documents without others knowing this is pretty much a ‘no no’. EVEN if he had access, there would be a log, and as such there is also a mention if that document was copied in any way. It is not impossible to get a hold of this, but with each document, his chance of getting caught grows quicker and quicker“, so I questioned elements of the Edward Snowden case, because my knowledge of Security Enhanced Unix servers, which is actually an NSA ‘invention’, now it seems to become more and more obvious that the NSA has no flipping clue what is going on their servers. They seem to be unaware of what gets moved and more important, if the NSA has any cloud coverage, there is with this new case enough doubt to voice the concern that the NSA has no quality control on its systems or who gets to see data, and with the involvement of a second Booz Allen Hamilton employee, the issue becomes, have they opened up the NSA systems for their opponents (the PLA Cyber division being the most likely candidate) to currently be in possession of a copy of all their data?

If you think I am exaggerating, then realise that two people syphoned off terabytes of data for the term of a decade, and even after Snowden became visible, Harold Thomas Martin III was able to continue this for an additional 3 years, giving ample worry that the NSA needs to be thoroughly sanitised. More important, the unique position the NSA had should now be considered a clear and present danger to the security of the United States. I think it is sad and not irony that the NSA became its own worst enemy.

This is seen not in just the fact that Harold Thomas Martin III moved top secret data home, whilst he was at work a mere FSB or PLA intern could just jimmy the front door and copy all the USB devices. So basically he was potentially giving away data on Extremely Low Frequency (ELF) systems, which would be nice for the PLA Cyber Unit(s), as they did not have the capacity to create this themselves. So whilst they were accused for allegedly trying to get a hold of data on the laptop of Commerce Secretary Carlos Gutierrez (2008), they possibly laughed as they were just climbing into a window and taking all day to copy all the sweet classified data in the land (presumption, not a given fact). So he in equal measure pissed off the US, India and Russia. What a lovely day that must have been. In that regard, the Affidavit of Special Agent Jeremy Bucalo almost reads like a ‘love story’. With statements like “knowingly converted to his own use, or the use of another, property of the United States valued in excess of $1,000“. Can we all agree that although essential and correct, the affidavit reads like a joke? I mean that with no disrespect to the FBI, or the Special agent. I meant that in regard to the required personal viewed text: “Harold Thomas Martin III, has knowingly and intentionally endangered the safety and security of the United States, by placing top secret information and its multi-billion dollar value in unmonitored locations“, I do feel that there is a truth in the quote “The FBI’s Behavioural Analysis Unit is working on a psychological assessment, officials said. “This definitely is different” from other leak cases, one U.S. official said. “That’s why it’s taking us awhile to figure it out.”“. It is my personal view that I agree with this, I agree because I think I speculatively figured out the puzzle. He was a reservist, Reserve Navy and a Lieutenant at 51. So the Navy might not see him as ‘full’ or ‘equal’, this might have been his way, to read these documents at night, knowing that they will never have this level of clearance for such an amount of Top Secret information. With every additional document he would feel more in par with Naval Captains and Admirals, he would feel above all the others and if there was ever a conversation with people who did know, he had the option to leave the slightest hint that he was on that level, perhaps stating that he was also an NSA contractor. He star would suddenly be high with Commanders and higher. It is a personal speculation into the mind of Harold Thomas Martin III.

When we look at 18 U.S. Code Chapter 115 – TREASON, SEDITION, AND SUBVERSIVE ACTIVITIES. We see at paragraph 2381 “Whoever, owing allegiance to the United States, levies war against them or adheres to their enemies, giving them aid and comfort within the United States or elsewhere, is guilty of treason and shall suffer death, or shall be imprisoned not less than five years and fined under this title but not less than $10,000; and shall be incapable of holding any office under the United States“, now if we see the following elements ‘giving them aid and comfort within the United States‘ and the other elements are clearly stated as ‘or’ a case of treason could be made. In my view a person like that was guilty of treason the moment Top Secret materials were removed or copied from there assigned location and without proper clearance moved to an unsecure location. As an IT person Harold Thomas Martin III should have known better, there is no case of presumption of innocence. The fact that I made a case that he might have a mental issues does not mitigate it in any way, to do this in excess of a decade and even more insidious to do this for years after Edward Snowden got found out is also matter of concern.

The NSA has a sizeable problem, not just because of these two individuals, but because their servers should have has a massive upgrade years ago, in addition, the fact that contractors got away with all this is in equal measure even more insulting to a failing NSA. I can only hope that GCHQ has its ducks properly in a row, because they have had 3 years to overhaul their system (so tempted to put an exclamation mark here). You see, we have all known that for pretty much all of us, our value is now data. No longer people, or technologies, but data and to see 2 cases at the NSA, what was once so secret that even the KGB remained clueless is now, what we should regard as a debatable place. This should really hurt in the hearts of those who have faithfully served its corridors in the past and even today. In addition, the issues raised around 2005 by the CIA and other agencies regarding the reliability of contractors is now a wide open field, because those opposing it and those blocking data integration are proven correctly.

This now gets us to a linked matter. You see, it is not just the fact that the government is trailing in this field, because that has been an eternal issue. The issue is that these systems, due to the likes of Harold Thomas Martin III and Edward Snowden could be in danger of intrusions by organised crime.

For those thinking that I am nuts (on the road to becoming a Mars bar), to them I need to raise the issue of USB security, an issue raised by Wired Magazine in 2014. The fact that the USB is not just used to get data out, if malware was added to the stick, if it was custom enough, many malware systems might not pick up on it and that means that whomever got into the house, they could have added software, so that on the next run to copy a project, the system might have been opened up to other events. There is no way to prove that this happened, yet the fact remains that this is possible and the additional fact that this was happening for over 10 years is equally disturbing, because it means that the NSA monitoring systems are inadequate to spot unauthorised activities. These elements have at present all been proven, so there.

I think it is time for TRUSIX to convene again and consider another path, a path where USB sticks get a very different formatting and that its embedded encryption require the user, the location and the hardware id to be encrypted within the stick, in addition the stocks need to work with a native encryption mode that does not allow off site usage. Perhaps this is already happening, yet it was possible for Judas tainted Highwayman Harold to walk away with the goods, so something is not working at present. I am amazed that a system like that was not in place for the longest of times. I certainly hope that Director Robert Hannigan at GCHQ has been convening with his technology directors. In addition that there are some from Oxford and some from Cambridge, so that their natural aversion to the other, will bring a more competitive product with higher quality, which would serve all of GCHQ. #JustSaying

The one part where this will have an impact is the election, because this has been happening during an entire Democratic administration, so that will look massively sloppy in the eyes of pretty much every one, too bad Benghazi emails were not left that much under the radar, because that could have helped the Clinton election campaign immensely. Still, there are technology and resource issues. The fact that Booz Allen Hamilton gets mentioned again is unfortunate, yet this should only be a partial focus as they have 22,000 employees, so statistically speaking the number of transgressions is in that regard insignificant. What is significant is how these two got vetted and passed all their clearances. In addition to this there is the issue of operation centres. You see, if there has been data breaches, have there been system breaches? The question derives directly from the fact that data was taken off site and there were no flags or alerts for a decade. So at this point the valid question becomes whether NSOC and NTOC have similar flaws, which now places US Homeland Security in speculated direct data dangers. My consideration in this regard came from earlier mentions in this article. If any US opponent has a clue in this regard, what would be the repercussions, in addition, the question (due to my admitted ignorance) would be, did Edward Snowden have any knowledge of Harold Thomas Martin III, if so, was this revealed in any conversation Snowden would have had with a member of the FSB (there is absolutely no doubt that they had a ‘conversation’ with Edward Snowden whilst he was in sunny Moscow. If so, what data dangers is Homeland Security facing? If data was copied, it is not impossible that data was moved. If that has happened, any data event with any specific flag?

Now the next example is purely fictional!

What if conditionally an <!important> (or whatever flag the NSA uses in their data sets) was added or removed? If it was used to give weight to certain data observations, like a cleaning pass, the pass would either be useless, or misdirecting. All possible just because Harold Thomas Martin III had to ‘satisfy’ his ego. This is not whether it happened or not, this is about whether it was possible, which would give added voice to the NSA issues in play and the reliability of data. This is a clear issue when we consider that false journalistic stories give way to doubt anything the journalist has written, any issue with a prosecutor and all those cases need reviewing, so do you think it is any different for IT people who have blatantly disregarded data security issues? This is not some Market Researcher who faked response data, this is collected data which would have been intervened with, endangering the people these systems should protect. As stated, this is speculative, but there is a reality in all this, so the NSA will need to sanitise data and sources from the last 10 years. There is no telling what they will dig up. For me it is interesting to see this regarding Snowden, because I had my issues with him and how he just got data away from there. Now there is a chance that the NSA gets to rename their servers to NSA_Siff_01 to NSA_Siff_nn, wouldn’t that be the rudest wake up call for them? I reckon they forgot the old rules, the one being that technology moves at the speed of your fastest employee + 1 and the human ego remain the most dangerous opponent when it involves security procedures.

 

 

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The UK NHS is fine

This is the view that some seem to impair on the Britons. When we look at the article (at http://www.bbc.com/news/health-37331350), “Seven-day NHS ‘impossible under current funding levels’“, we see that there is an initial massive problem. I have no reason to doubt any of this, yet consider the issues in play. The Guardian gave us “Jeremy Corbyn has urged his supporters to campaign for jobs and the NHS once the current leadership battle is over. A year and a day after he was first elected as leader, Labour’s leader told a rally in Brighton that whatever the result, he hoped that they would join with him to convince the rest of Britain to join in a quest for a fairer society“, this is just a from one article. Yet, when we look a little further we get the Canary, which gives us “All the time I’ve been in parliament, I’ve been opposed to privatisation of the NHS and I voted against it with colleagues in the Parliamentary Labour Party over many years because we wanted to see a fully-funded, public, National Health Service. The Tories have sought to privatise it. A Labour government will have to take the whole NHS into public ownership and make sure it remains there. The next Labour government will go further than reversing Tory cuts. We intend to deliver a modern health and social care policy, fully publicly provided, and fully publicly funded, by integrating health and social care into a single system, so that everyone gets the care they need when they need it.” (at http://www.thecanary.co/2016/09/05/jeremy-corbyn-lays-out-his-plan-for-the-nhs-in-under-a-minute/). You see, we all want that, the Conservatives are not against it, the government just cannot afford it such a solution. When you take the government Credit Card and spend over a trillion pounds. Under Labour the debt went from less than 400 million to well over a trillion. Even though 2004 did not hit the UK as hard as other places, Labour should have changed their approach to budgets by a lot, then in 2008 there would have been no option but to radically implement austerity measures. This was never done the way it required to be. The people were told these overly optimistic views, mainly, as I personally see it to let money roll. In December 2007, the 2008 forecast was between 1% and 1.3%, The European Commission in 2008 was “In summary, growth in the UK economy is expected to slow to around 1¾% in 2008. In 2009, with no large carryover effect from 2008, the gradual recovery in domestic demand through the year will bring annual growth to just over 1½%“. Yet, when we see the BBC report (not forecasting) at http://news.bbc.co.uk/2/hi/business/8479639.stm, we see that 2008 went per quarter from +0.6% to -1.7% in 2009 it grew from -2.5% to 0.1%. So at no point was any forecast ever met. This is something that has been going on for over a decade. Not just the UK mind you, the EU as a whole is playing that same managed bad news cycle that starts with overinflated positivity whilst those behind this game are delusional beyond belief. Until a massive change is made in the approach business and politicians are taking to blow up the governmental credit card. This relates to Jeremy Corbyn because unless the man was lobotomised in 2001, he should know better. Under Labour governance, the debt went up by a little over 600 billion pounds. Did they not consider the consequences? Overspending year after year, followed by managed bad news is not a solution. It never was and any politicians voicing that it could should be barred from public office for life! (Again, this applies to both sides of the political isle). That simple realisation is all UKIP needed and the mistakes made today and the symbiotic relationship of required spending between business and government needs to come to an end. In this coming decade we need actual solutions, an actual path to restore the pushed imbalance of Wall Street status quo pushed us all towards. So until we all realise that, the NHS is fine, because soon many people will have too many additional problems and the NHS will not show up on their radar. That is my prediction if the current wave of weighted misinformation continues.

So the NHS is fine according to those who needs funds to the directions they desire. You see, here we get confronted with the reality that the Conservatives are dealing with. Do you actually think that the quote “Prime minister declines to guarantee points-based system and extra £100m a week for health service“, the reality of a budget is that money runs out. It did 2 years ago and solutions need to be found. I personally, as a conservative would have preferred that the NHS was higher on the list. Yet, reality got in the way here too. The UK got into Brexit and we all knew that there would be consequences even though realistically the extent would never be a given. In that regard, the issues that Japanese PM Shinzo Abe raised might be regarded as a joke. My reasoning here is that the quote “Countries such as Japan have already warned the UK that a lack of clarity about Brexit and loss of the benefits that access to the single market brings could lead” brought. So this PM is crying on the UK doorstep whilst he should have asked President of the European Union Donald Tusk. No, he wants to know this from the UK, which in my view makes him sound more like a servant of the Washington Oval Office than the PM of Japan he is supposed to be. In addition, is it not interesting that an organisation like the EU has nothing in place regarding the notion a leaving nation will have as an impact of its structure? All this reflects back to the NHS, because as we see more and more political bashing from the people who are now finally realising that their Gravy Train is about to stop and that their cushy incomes based upon virtual works and situations will not continue, now they all come up into the light to push people into continuing disaster that could soon be the former EU.

This all relates to the NHS, because it will impact the NHS. I am not pushing for the entire Junior Doctor Contracts. Whatever the stance is there, the truth is that a pilot strike for better conditions would be the same, the airline would be put under pressure, but the airline would continue. With the NHS it is not that simple and the impact could be harder, yet the people have a right to stand up what they consider to be their right. Yet in all this people are very easy to ignore that the government has been giving into pharmaceutical companies not just the TTIP and in that regard they did not take a tougher stance on those pharmaceutical parts, opening stronger ties with India and the essential need for Generic medical solutions (where applicable), because that also impacts the NHS, lower costs for medications means more for staff, equipment and location. We all accept that the NHS needs solutions and so far there is a lack of actual actions that are leading to longer term solutions.

Yet we need to see that Labour isn’t the only lose screw on the political bench, Tim Farron from the Liberal Democrats are on the same foot. I gave my answer earlier. Unless the UK can get the budgets truly under control and until massive changes are implemented that will allow for better budgeting, the NHS would stop because business people want profit through privatisation and too many people are wasting the true future options of Britons through misrepresentation of forecasts. If you think that this is off? That forecasting is too complex, which can be concurred by many including me to some extent, it is not the case to the extent that we saw for too long a time. I discussed part of this in ‘A noun of non-profit‘ (at https://lawlordtobe.com/2013/05/15/a-noun-of-non-profit/), in addition there is ‘Cooking the books?‘ (at https://lawlordtobe.com/2014/01/22/cooking-the-books/) where I proved some of these points and showed the danger. So basically, the predictions I made in January 2014 are now showing to be correct. So as people are looking at a way for the government to spend more money and show cooked forecasts, consider the next time this is done and the austerities that will then follow., We can no longer continue this irresponsible push for unrealistic solutions that do not lead anywhere and takes us to look away from the solutions that actually need solving. The NHS needs solving and it needs it now.

There is no debate about the NHS and privatisation. Everyone would happily get rid of the idea if there was money to do that. I am not mentioning the aging population, because that has been known for a very long time and we can only partially blame the economic crash, because that hit everyone square in the face. So when I read the LibDems demanding the end of playing politics, whilst they are sitting next to Labour doing just that, we have to wonder where they got their view from. The independent reported only 3 days ago. The article (at http://www.independent.co.uk/news/uk/lib-dems-demand-end-to-playing-politics-with-the-nhs-a7315236.html) gives a few quotes on that matter. “Mr Lamb has also launched a consultation on the introduction of a NHS specific income tax, which would ring fence a possible one pence per pound earned for the NHS budget, and appear on people’s payslips as such“, that is an optional solution. You see, this was introduced within the Netherlands decades ago and it solved plenty of issues. It is hard to talk about taxing this, but consider that the NHS will be short by 6 billion in the near future is at the heart of the issue. Consider that from your pay check, the government takes an additional £2 a week. Now consider the working population of 31 million people meaning that we have an optional 62 million pounds at our disposal, money that is destined exclusively for the NHS. Now, do not think for a moment that this will be temporary. There is the realistic consideration that this will be for all time, giving us two groups of people, those entitled to full health care and those with the minimum package. Now, retired people would get full health care on principle that they paid their dues a long time ago. There is every chance that people will not feel happy regarding this solution, but what options are left. The irresponsible ones seem to think that it will fit in the budget, especially those who haven’t been able to keep one since 1997. In this solution I feel decently comfortable with the solution that is consulted on by Liberal Democrat health spokesperson Norman Lamb. For one, I have seen this work in the Netherlands. In addition his version of “introduction of a NHS specific income tax, which would ring fence a possible one pence per pound earned for the NHS budget” sounds better than my £2 a week on small incomes. On the other hand, if we consider the minimum income of £286.54 per week, my amount sounded a little better, but we cannot deny the minimum £2.86 a week could solve nearly all options over time. It gets even better when we see that the average is £403.36 per week, so we are looking at a possible £120 million per week. I do believe that there should be an upper limit, yet where that ends is something that cannot be answered at this time. What is important is to seriously start taking up the ideas out there and see which one could lead to pressure release on the NHS, because at this point, every day not acted is another nail in the coffin that will be used soon enough to bury a past NHS era.

 

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In This War!

We look at the news that is now taking on a she said, she said path, whilst he said is ignored towards what another he is stating. This is not a battle of sexes (which is a nice change). No this is almost like the US Senate versus Congress (also known as the fruits and nuts department of US politics), this is British politics in the Brexit phase that is now following. People dragging their feet, people going over simple narrow-minded seeding of statements whilst throwing the custard pies in as many faces as possible. It is like watching toddlers getting off the rocking chair. In all this there are also corporate players who have been hiding behind others whilst spreading unsolicited memo’s leaving them in the open to read with a ‘top secret‘ stamp on it. It almost feels like the GCHQ soap that we saw in Cheltenham 1991 (could be 1989 or 1990).

Anyway, when we hold people to account for their statements we will get these ‘miscommunication’ issues which will waste everybody’s time and it will not get anything done. That first part is seen in the Guardian in an opinion piece by Toby Helm (at http://www.theguardian.com/politics/2016/sep/10/brexit-camp-abandons-350-million-pound-nhs-pledge). My issue started with “dropped their pre-referendum pledge of a £350m-a-week spending bonanza for the NHS“. Let’s be clear here! Nigel Farage has stated on several occasions that the 10 billion pounds (34 million a day), should not go towards the EU, it should be spend in the UK on people for the UK. In addition, he stated on Good Morning Britain that he could not guarantee that it (£350 million a week) would go to the NHS. That was months ago! Even earlier (at https://www.youtube.com/watch?v=bkr_Qjey8s8), we see Nigel Farage talking about the debate that is required around NHS. I believe he is right, in all this the debate he opened is one that the Tories and Labour aren’t stating they are slinging mud. In that part we see that Nigel was promising to put 3 billion (out of the 10 billion) towards the NHS. It was an intent to do!

He literally said ‘we could put 3 billion pounds‘ (around 5:55 into the story). Means it was not a given, just an option! In this Nigel Farage was right. Labour and Conservatives had ideas which meant borrowing more money. Also, let me remind the readers that it was Labour who stuffed up the NHS IT program costing the tax payers 11 billion pounds. It was a complete failure and large loss, one of the largest the NHS ever faced.

Now of course we can sling mud all over and as a Conservative I guarantee you that you will lose at that point. The NHS is on the verge of collapse and neither side has done anything to truly take care of business. UKIP sees it as a disgrace and so it should be, because it has been known for over 15 years that the UK is largely an aging population, meaning the pressures on the NHS will only increase, that while it is being drained. In this we also need to take a look at the TTIP and the dangers it poses. We can try to have faith in the marketing joke the EU is when we see the focal point that is useless (at http://trade.ec.europa.eu/doclib/docs/2015/january/tradoc_153010.4.7%20Pharmaceuticals.pdf). This is especially seen when we see the elements around protecting Intellectual Property:

– Companies to profit from their research and remain amongst the most competitive in the world- Patients to benefit from new medicines.
We won’t negotiate anything in TTIP which would:

– Upset this delicate balance, or
– Increase costs for EU countries

The TTIP is about profit, especially for American Pharmaceutical companies!

Places like EFPIA are not lying to you, they are just misrepresenting the needs. Because a strong TTIP is not what they state ‘How a Strong Pharmaceutical Chapter in TTIP will Benefit the EU‘, it gives massive powers to the Pharmaceutical industries, whilst stopping generic medication from getting in. And here is the crux for the NHS, to get part of their budgets to meet up with reality, there will be a massive need for generic medication. For over 2 years I have pleaded to get stronger ties with India that has a growing market of generic medical solutions. A partial solution can be found here! Now, it will not solve all, there are still patented medicinal solutions we need and they will be bought, yet the fact that pharmaceutical industries want another 20 years of exclusivity is just not proper, not realistic and not acceptable. The US should have cleaned house in that market decades ago, but they were only focused on flaccid politicians requiring Viagra. Now that the game is up they all want a little more (read: twice as much). This is not how patents are supposed to work, they never were!

Consider the following two quotes: “The EU and India are taking steps to end a trade row sparked by an EU ban of 700 Indian pharmaceutical products after New Delhi cancelled talks on a free trade accord earlier this month“, which was in August 2015 by the way! As well as “Modi personally argued that the long-stalled talks on a free trade accord should be revived, India’s turnaround puzzled the 28-nation bloc, which insisted the ban was a minor, technical issue unconnected to trade“, it was all about the product, not about trade, the issue that the EU licking the heels of Washington gives us “the delays risk leaving India isolated. While Modi is trying to double India’s global exports to $900 billion in five years, Europe’s top negotiator now spends more time on the Transatlantic Trade and Investment Partnership (TTIP) with Washington“, you see, this 900 billion market is stopping an almost 2 trillion market of US pharmacy. Even if it is not all UK, what would you rather see? The NHS spending 90 million, or 2 billion on the same amount of medication? Let’s not forget it is down for over 13 billion at present. The NHS needs this generic solution and at present having strong ties with India makes a lot more sense than the ties with the US that are bringing the UK down, all because they would not clean their own stables!

This is and remains the foundation of Brexit, so when we see the Guardian quote “Anna Soubry, the pro-Remain Tory MP and former minister for small business, said it was outrageous that the Leave campaigners had “peddled that lie” during the campaign and were now quietly abandoning it“, we need to tell Anna Soubry that she needs to stop whining like a politician and start giving out papers that clearly define on how the NHS can be stopped to collapse, because as a fellow Tory she does know that from the moment the Tories came to power in 2010, too little has been done to revive the No Holy Sanctum, so actions are required. The fact that the previous administration from 1997 onwards also made its shares of mistakes as well as waste an additional 10 billion, means that massive effort needs to go into the NHS, having to listen to a whining Anna Soubry (in this matter) is a waste of everybody’s time. I am actually not happy to phrase it this way, because Anna has had quite the political career. Not into the limelight for too much, but I always saw her as upcoming House of Lords material, mainly because she has been outspoken on more than one occasion, at times this is how we hope our Lords would be. I never minds whether a person was right or wrong, just that they would be an evolving wisdom. Those vague stating politicians (as too many are) would never be Lords material, Anna still is in my eyes. This does not mean I will agree on her, or on my party. Things need to get done and too many aren’t getting it done.

In addition, we see all these financial doomsayers who are now resetting the view of Brexit in less negative ways. It is not as bad as they thought it was. This is their view on managed bad news. Another piece of the puzzle, where too many people were trying to demand that the Status Quo remain. When spending has not had the incentive of growth and managed bad news was used to dim the impact, now we see the opposite where their doom is not happening and now they are revising the numbers upwards (at https://www.theguardian.com/business/2016/sep/09/city-banks-revise-brexit-doom-and-gloom-forecasts). Here we see the ‘bitches’ of Wall Street: Goldman Sachs, Morgan Stanley and Credit Suisse revising their numbers as the trade deficit is now falling for the UK and that gap is now optionally turning into the momentum of a better economy. So, is my view too extreme when we see the quote “Morgan Stanley initially forecast the economy going negative by 0.4% in the third quarter of 2016, but this week changed that to expectations of 0.3% growth“. This makes me state ‘How stupid or non-comprehending is your staff?‘ I would like to add personally to James P. Gorman: “You now have 7 quarters of data showing that managed bad news is never a real solution and that the Status Quo of finance is a mere illusion. So will you in the near future clean house and start being a visionary instead of remaining a facilitator?

I know, diplomacy has never been my forte, yet as Apple is likely to lose up to a 2% market share over the coming tax year, he needs to wake up and kick the right people into gear before he has to do a negative 2 trillion dollar speech, and perhaps I might just have oversimplified the problem for both you and him!

These are only parts of the solution, but we need to tackle them one at a time. Because the intricate mess both sides of the isle is trying to make them will not solve anything. I will go one step further, I am almost driven to get one additional degree in Medicine, move to the UK and work at the NHS trying to resolve the problems! You see, one of my lifelong idols is Lord Baden-Powell. I was never a boy scout (in more than one way), but I have always taken one of his quotes to heart “Try and leave this world a little better than you found it!” It is the master of all thoughts, because it does not make you solve things, it is not my burden, just leaving it a little better, a little cleaner is all we all need to do. The simplicity is that if all 68 million Britons do just that, we could all turn the UK into the paradise it once was and can be again in almost no time at all.

The simplicity of any solution is the one step you actively take! Because when it is done you take the next step! This is what happens when we are not stopped for too long by too many managers trying to figure out WHAT to do, just to start doing it. That is the brilliance of Brexit. That step has been taken, now we take the next step and the one after it. So many politicians have been too worried about looking good that they forgot about actually doing anything good. I reckon that the inactions towards the NHS and housing are ample pieces of evidence to show that I am right, and the Mud Ladle of Blame goes to both sides of the isle.

In all this the one massive reason for me to remain towards the Brexit side is the one no one seems to discuss, or perhaps the press is being told not to dig too deep into that side. You see, one of my major issues has been and still is Mario Draghi. Bloomberg gets close with the quote “About three months ago, the Draghi-led European Central Bank started buying corporate bonds in the region for the first time. The results have been dramatic and, at times, alarming” (at https://www.bloomberg.com/gadfly/articles/2016-09-07/companies-are-getting-paid-to-be-rated-junk-in-europe). You see, the simple clarity is that you cannot use a credit card spending over a trillion thinking it will have no impact of your credit score. The quote “Investors are now literally paying European companies to borrow. Sanofi, a French drug maker, just became the first nonfinancial private company to issue debt that yields less than zero” as well as “Bonds of some investment-grade European companies now carry negative yields” are just two examples of the mess and the nightmare that will soon hit too many places. Then there is “Less clear is how investors are justifying purchases of junk-rated bonds that promise nothing and come with big risks“, which is what we saw on Cyprus and in Greece. No one is held accountable and those screaming for more money have no idea and no option to pay it back. It was never a solution! So Draghi spending a trillion plus leaving the credit card to be added to the workload of his successor is not ever a solution. Moreover, the EU nations have to come up with paying it back somehow, so leaving this collection of spenders seems much better than to play possum and ignore that credit card, because that debt comes with interest and there is not one government in the EU who doesn’t have their own national credit card maxed out, which means that our children will have to work of this debt. That is not a world I ever accepted to be in!

Now consider the last quote “Does this mean risky debt in Europe getting less risky? No. Fundamentals are, in fact, deteriorating, according to the Bank of America strategists, with investors recovering less from defaulted debt than they have in the past“, which is partially the problem and the issue I have with the USA. Wall Street is setting up a scenario that is reminiscent of the old Pyramid schemes, with the difference that they quickly want to cash in one more time and breaking free from whatever remains. It is wrong on many levels, so as there is one more round of bonds and stimulus, the previous instigators cash in and get out with as much as possible, knowing that they will survive in the next two decades whilst the ones not getting out drown and lose all. This is why the Draghi method is so dangerous and we need to get away from it Brexit was part one, although Frexit (part two) is not a guarantee, the fact that Sarkozy is now ready to set a referendum if elected should be ample warning for the US (read: Wall Street) that the status quo route is no longer acceptable and too many nations are willing to let it all fall back to nationalism if pushed, should be more than enough for Wall Street to find a ‘live with the loses solution‘. Something we all know will never happen!

So in this war there is the immediate need to stop misinformation and above all get something done, in this case fix the NHS, it should be the only issue on the agenda of both isles for the rest of the year, that whilst Brexit moves forward. It is a tall order to deliver no matter how you slice it, but whomever does will have the support of the people for a long time to come, because that aging population will still hold the majority for well over a decade.

 

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Is the truth out there?

That is the question that sprung to mind, when the article ‘Brexit could cost £100bn and nearly 1m jobs, CBI warns‘ (at http://www.theguardian.com/politics/2016/mar/21/brexit-could-cost-100bn-and-nearly-1m-jobs-cbi-warns) crossed my screen an hour ago. Of course it then continues with the subtitle ‘Report conducted by PricewaterhouseCoopers for the CBI‘, perhaps you remember that firm named PwC? The people behind the books kept for Tesco. The firm the press avoids like the plague (especially when digging into Tesco issues). A report for the CBI no less. When we look at wiki we get ‘Confederation of British Industry is a UK business organisation, which in total speaks for 190,000 businesses’, so basically, because businesses are afraid to export their articles, we get this level of scaremongering. And let’s be honest, when Lehman Brothers is not available, PwC is all that remains. The Wiki reference will be explained shortly.

The first paragraph states “Leaving the European Union would cause a serious shock to the UK economy that could lead to 950,000 job losses and leave the average household £3,700 worse off by 2020, a report commissioned by the CBI business lobby group has warned“, I personally consider this to be a blatant lie!

There is NO WAY that there is any clear data on this event. The reason is simple. This situation has never happened before so there are questions, that is a given, yet what they predict is that 2 times 100% of exports that the UK ships to the USA becomes lost revenue. This is just ludicrous. Leave it to the place that embellished 110 million in revenue for Tesco will be able to lose 1000 times that amount in goods and services for the CBI. I am merely speculating here. I wish I could give you more, but the press is very engaged into not confronting PricewaterhouseCoopers on their actions.

The second paragraph “an analysis conducted by accountancy firm PricewaterhouseCoopers for the CBI said that Brexit could cost the UK economy £100bn – the equivalent of 5% of GDP – by 2020 and would cause long-lasting economic damage from which it would never recover“, let take a look at the parts PwC (as I see it) hides behind ‘could cost‘ meaning that it might, it is not a given. the second part ‘would cause‘, means that if they lose 100 billion then it would impact the economy, which we can all agree with, but that level of loss is NOT a given. Lastly there is ‘long-lasting economic damage from which it would never recover’, ‘would never’ is also not a given, consider that thanks to British Labour, who caused a massive part of the fourteen hundred billion in debt, on that part 100 billion will have an impact, the economy will recover, yet in all fairness, at what speed? We all agree that this massive extra level of debt is not a good thing, but it all began with ‘could cost‘ so it is not a given! The CBI, like frightened little sissies are trying to sway voters through fear. You see, if these businesses have an actual product to share, people will buy it.

They then continue to push more fear that people would lose between £175 and £300 a month. I would be shocked, we all would be shocked. Yet again there is ‘could be lower‘, meaning it is not a given. When I read “Carolyn Fairbairn, the CBI’s director general, said: “This analysis shows very clearly why leaving the European Union would be a real blow for living standards, jobs and growth“, my response would be ‘Carolyn Fairbairn, we know you are high and mighty with previous position at the  Competition and Markets Authority, Lloyds Banking Group and the UK Statistics Authority, so if you truly stand behind these analyses you will give us all (in open data) the raw data, the analyses and the conclusions with data connections‘.

I feel certain that we will see all kinds of weighting, forecasting and predictive modelling. As I see them, they will be utterly useless, for the mere reason I gave at the start of my blog “This situation has never happened before“, there will be turmoil, there will be a time of flux, but this forecast of utter blackness on non-given facts and shady forecasts is just completely out of bounds.

You see, I went to Wiki for a reason, when we go to their website we get a few issues (and initially their website was unreachable for about 15 minutes). The first one is from 15th of March (at http://news.cbi.org.uk/news/cbi-to-make-economic-case-to-remain-in-eu-after-reaffirming-strong-member-mandate/), here we get the quote “80% of CBI members think being in EU is best for their business – ComRes survey“, now, consider the following two elements, first is the ‘given’ fact on their site “CBI’s relationship with 190,000 businesses of all sizes across the UK“, now consider that survey where 80% wants to stay within had the following quote: “The survey had 773 responses among small, medium and large firms across the whole of the UK. It reveals 80% of CBI members, when weighted to reflect its membership – including 71% of small and mid-sized business members – believe that the UK remaining a member of the EU would be best for their business. Overall, 5% say it is in their firms’ best interests for the UK to leave the EU, with 15% unsure“, So out of 773 responses, 116 were not sure, so only 658 were certain one way or another, so the 80% comes from that group?

In addition, the fact that I, in 24 years have never seen ANY survey been answered for 100%, so how many answered it, how were the numbers given and how can any of the numbers have ANY level of reliability? That is even before we start looking into the questionnaires some people tend to make, which is often enough not that neutral to begin with.

All these thoughts took 45 seconds to form, after which I needed 30 minutes to look into some of the known givens whilst Graham Norton was playing in the background. The biggest fun I had was considering the part where the CBI is basically stating between the lines that “UK products are so shaite, that it can only be sold under EU membership“, is that not so Mrs Fairbairn? I believe that UK produce is high, high enough that there will always be a demand and high enough that people will go out of their way to get it. The gaming column last week that had a go at Brexit earlier was eager to ignore the fact that some of the better games developers are British, there is British Beef, British Lamb, the UK foundation in vegetables and fruits. The United Kingdom has always had a good stock and a proud tradition. I think that these traditional times can return the UK to better times.

That is also a speculation on my side. You see, this is the one time that the Telegraph has a fair point (yes, this rare occurrence happened on February 23rd 2016), There is the quote “The only appalling part is that we import so much poor quality foreign food at the expense of our own farmers“, I believe that there is a deeper truth. Obesity comes from junk food and from bad quality food. Yes, produce might rise a little in price, yet when you get the same quality ingredients from eating only 50% of the amount of junk goods you used to eat because it was cheaper, I believe that the overall health of the British population would also go up (read: lowering obesity). Mrs Fairbairn could have given that information too, you see the CBI site claimed to be connected to 190,000 businesses, so how many of them are farms?

This is no longer the age of Tesco (thanks to PwC to some extent), in addition, it stops being the place for Aldi and Lidl, it will slowly return to being the place of the neighbourhood grocery and butcher. I have nothing against Aldi and Lidl, yet their models do not run on the small local farms, their margins (low margins mind you) comes from bulk retail from big portion purchasers to deliver to all stores. It is a fair model, yet after Brexit there will be a change, their margins will fall, that is a reality, but if this opts for small business owners to rise from the ashes, the Brits in general will all win, we would see a need for jobs, not a loss of jobs. Again, this is speculative on my side, yet I do not go about scaring you readers like the CBI is doing through PricewaterhouseCoopers.

So, how about my own statement: “I personally consider this to be a blatant lie“?

As I see it, this report has issues, possibly a whole lot of them and if that is not the case, Carolyn Fairbairn would (read: should) have all the data ready for us all. When we see this level of incomplete information, giving rise to the possibility of misinformation the reference to ‘blatant lie’ is a fair given one, as I see it of course.

Now, mind you, the CBI page has the full report ready (at http://news.cbi.org.uk/news/leaving-eu-would-cause-a-serious-shock-to-uk-economy-new-pwc-analysis/leaving-the-eu-implications-for-the-uk-economy/), a 79 page document, so what does that give us and why was that not in the Guardian (as far as I could tell)?

We see the following under the key findings:

  • We have assessed the potential economic impacts of a UK exit from the EU under two possible scenarios
  • We estimate that total UK GDP in 2020 could be between around 3% and 5.5% lower under the FTA and WTO scenarios respectively than if the UK remains in the EU (interesting is how ‘we estimate that’ was not in bold)
  • The negative impact represents a reduction of around £55-100 billion in UK GDP, at 2015 values

And the final bullet point was “As with any economic modelling exercise, our estimates are subject to many uncertainties“, which is actually the core of it all, too many uncertainties, which gives additional weight to my statement.

Yet how were these numbers derived?

You see, when we see ‘Table 2.1: Exit scenario results – percentage difference in real UK GDP from levels in counterfactual scenario‘, we think we have something here, but on what core business is this founded? Is this on raw data sets? On aggregated data? You see, PwC have done all kinds of reports where they were overly optimistic, is the idea that they are intensely overly conservative on any of these numbers (by request of the CBI) and that the negative numbers are actually quite too negative? The fact that they are making predictions until 2030, whilst so far many firms resorting to analyses have been unable to make any decent prediction 3 years into the future, they ended to be overly optimistic again and again by more than one percent (try remembering Greece and Cyprus). Then there is: “A vote to leave the EU would create economic and political uncertainty that could last for several years while the UK Government negotiates the terms of its exit from the EU as well as new trade arrangements with non-EU countries“. Here is the kicker: the report did not once, I say again not once properly discuss the option of growing economies by promoting a growth interaction between Commonwealth nations. The UK stands not alone! Her siblings Australia, Canada, New Zealand, India et al, still need goods too. Whilst we see the ‘BS’ (Belonius Substance) from America regarding how the UK must stay within the EU, the UK can decide to collaborate with India on Generic medication. Now suddenly we get some individual in a white condo going on how friends should remain friends (that individual tends to be addressed as President of the United States), so here is one side of commerce that would ‘suddenly’ open doors for all kinds of trade.

The bibliography has a fair amount of theory references, and even though their existence, or their academic value is not in question, what is in question is the PDF we are looking at, especially when we see ‘Figure D.5: Working age population projections under the WTO and FTA scenarios and counterfactual‘, we see these numbers and graphs, but from what dataset? Where do we see any reference to the data population used, especially when we see a collection of graphs from various sources but with no clear reference to the numbers that these predictions are based on? In one example starting on page 47, we see ‘C.1 Economic context and key issues‘, with a reference to three graphs from two different suppliers. This gives me a few additional question marks (and it should leave you with even more questions). You see, if 80% wants to stay in Europe as stated by the CBI, whilst they had less than 800 responses, how does that hold any weight to the fact that they, on their own site state “the CBI’s relationship with 190,000 businesses of all sizes across the UK gives us a unique insight into what the result will mean for UK prosperity“, which means that 80% of the 0.4% of the businesses that decided to answer the call of the survey. I think I have raised enough questions for you the reader to be a lot less worried in this case!

Now, I am not stating that there will not be any issues, because the UK will face issues, but in equal measure the UK will stop making massive donations to a system that does not hold some of its members properly to account. It is like carrying buckets of water to the sea, an empty gesture that is a clear waste of time and money.

By the way, that report has a very interesting by-line which is shown at the very end (page 79): “This publication has been prepared for general guidance on matters of interest only, and does not constitute professional advice“, so if that is the moment of non-accountability than my final words are towards the writer of the article Julia Kollewe and especially her boss (or the boss of her boss, Katharine Viner): ‘How could you have been so stupid to go with this article. From my point of view, as a blogger tends to be a subjective one, it is a hack job, nothing more than mere anti Brexit material‘. As a newspaper you should have known a lot better! The fact that Julia writes “By taking a clear stance on Brexit, the CBI differs from the smaller business lobby group the British Chambers of Commerce, which is trying to be impartial. It recently suspended its director general, John Longworth, from his post after he suggested that Britain would be better off outside the EU“, yes, they might have done this, and they did it in what I regard a shady and shoddy way!

The article in the Guardian and the report leaves us with a few questions regarding Carolyn Fairbairn, the CBI as well as a few questions regarding the editorial of the Guardian. I hope that at the very least that part has been brought to the surface by me writing this article.

To all a lovely evening and whether you believe in Brexit or Bremain, make sure that you go towards the referendum properly informed!

 

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It really is Cricket

I just got hit by news from last Friday. It is not about Marine Le Pen, or about the Russian tour that could hit Turkey soon enough, or even anything like a video game. No, this is me trying to plug an idea that allows us to ‘use’ the BBC to save an industry for no other reason that our love of a game. You see nature tends to hit everywhere, it tends to hit the just and unjust alike, such is the premise of nature and when nature hits there will always be a victim.

So, here I am reaching out to all those who love Cricket to make a real difference.

For this we might need the consent and support of Yogita Limaye, who brought it to my attention. In all this I want to make certain the banks cannot move in and take away a legacy, for them to move in and ‘offer’ a deal that will change the game. No, I am here to plea with you to make a difference.

So what do I have in mind? For this you need to watch the small article (at http://www.bbc.com/news/business-35070666), you see floods have ended a proud event. The production of Cricket bats. Now, the industry can recover but it will take decades to do that. Yes, we can watch and wait and see how some other brands move forwards and up the price, some people will never be able to afford that. I might have had an English Willow bat once, but not all can afford it. So this article got to me. An industry given a massive body blow through nature, it happens!

The man is pleading whether there are options of a 0% loan from banks so that the industry can be revitalised. I am going one better (in light of many banks not being that trustworthy).

What if we had a brown gold scheme, one with a difference?

Would that help?

In my view I am appealing to all the cricket fans in the world. We are millions! So what if we see if we can keep Cricket alive in a place in the world where for them Cricket is more important that Soccer is to the UK or Rugby to Australia and New Zealand? What if we make our own investment?

Now, be aware that this is an investment with a danger, you could lose all your money, but the price you are about to lose is no more than the purchase of a Willow Sapling. A sapling gets placed and as the article showed you, it will take 30 years for it to mature. You reward would be a genuine Jammu and Kashmir bat (plus the cost of shipping). Perhaps an investment present for your son or grandson, something that made a difference. Is that such a far-fetched idea?

The banks will be out of bounds and we all will have done something for the spirit of Cricket, what a thought.

So, is this idea far-fetched? I do not believe this to be the case. By buying a sapling now, we support the game, we support a green earth and we support an industry. Yes, it is in India and there should be plenty of people in India doing this, but why leave it to others? To buy a sapling for no other reason than our love of the game. Knowing that we gave support to families who have been working on the Cricket legacy for generations, that is something worthy to settle a few coins for, isn’t it?

Now, how to proceed forward? Well that is easier said than done. You see, I am an honest person, but you do not know that and the world is full of people claiming to be of good spirit, so as I see it, why not let the person who alerted us to all this make that start. I reckon most cricket fans will have enough faith in Yogita Limaye if she sets this up and appeals through the BBC will only rally the lovers of Cricket even more.

Now at the end of 2015, we see one more act to show the greed driven industry that greed is not the way and that an industry can be saved without resorting to exploitation. The goal as I see it will be 30,000 saplings. It will not be the overnight drive to restoring bat production, but it will be the helping hand that should ensure long term security.

So how safe is this? Well this is harder to predict. You see nothing is without danger and nature can be a spiteful and whimsy mistress to say the least. So, if you are tight in the budget, you should not do anything, the question becomes how much is needed and donating a sapling might not be the drain on the pocket and will be a restoring factor in karma and the goodwill should be good for the soul.

In the end, this might be just the crazy idea of a blogger who has a passion for Cricket, but aren’t the crazy ones those who set the first movement that makes a real change? I do not have all the answers, just a small crazy thought to give support to those behind the game. You see, the world isn’t all about some risk reward concept. I do not see the issue of high risk and earnings. I see an option to support my game and if it all works out, someone will end up with a nice cricket bat (I expect to be dead in 30 years).

So in that regard, the investment option, when considering the Time Horizon makes it a bad choice (for me), because the time that I have my investment in there will outreach my time to remain alive and I can’t take my Cricket bat with me where I am going to go.

The element of Bankroll is when we consider the options of Risk Tolerance, when I look at this, I expect my loss to be 100%; does that make it charity? No, because I am doing this for one element of Cricket, plain and simple. I could argue that I am making a really bad investment if profit is my business and we know from Wall Street that this is not illegal, they are not making any money out of this and I can really love that idea. We are not looking at leveraged trading, as some industries rely on losses that could exceed the investment, I (and those joining me) are only investing on the purchase of a sapling. Depending on the setup, we will buy an expensive sapling (to allow for maintenance), but in the end, our investment is brown gold, the making of a bat. Now those who have one look at your bat and consider the thought ‘My dad sponsored the tree that got me this bat‘, how awesome would it be when that is really the case!

I have no kids to leave it to, I will not be around to see the bat be made, and I am merely offering a thought where an industry in Jammu and Kashmir will not be drowned out, were we aid it to survive past a flood.

What will you do? Perhaps the better question is, if your sport got hit to this extent, what would you be willing to do? That is the karma enhancing question behind all this, for the simple reason that governments can no longer afford to do certain things, some governments were never willing to do anything and the commercial world only moves to the waves of profit and ROI, options never good for any sport unless it profits from mainstream advertisements and even then they will only move when it truly benefits them.

 

 

 

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The Next Nail

This is not the first nail, this is not the second nail; this is merely the next nail that is set upon the top of a coffin. We can argue that this was the last nail that was produced in Scunthorpe as Tata Steel sheds one in six jobs in the UK. This is only the beginning of an onset that many, including me had predicted this in some form. Yes, it is only in some form, because there were too many parameters that could fit the situation and as the levels change the combination resulted in different elements to shut down. Yet, this is not about steel, not about those steelworkers, or about Tata Steel. It is merely a facet in all this. Consider the two articles. The first ‘The Eurozone needs a strong French economy‘ from October 8th (at http://www.theguardian.com/business/2015/oct/08/the-eurozone-needs-a-strong-french-economy), the second ‘Italy budget: Renzi risks Brussels battle‘ (at http://www.theguardian.com/business/2015/oct/15/italy-budget-renzi-risks-brussels-battle) and the third ‘ECB meeting to be closely watched for stimulus talk‘ (at http://www.theguardian.com/business/2015/oct/18/ecb-meeting-to-be-closely-watched-for-stimulus-talk-qe) from October 18th. The articles are not related, but they show the continued path people should have been warned against. People should have been warned because those in charge are spending the little leeway they had to leave a mess for many others to clean up. Let’s take a look at my reasoning, because if that is at fault, than so are the conclusions.

You see, new rounds of stimulus are set to ward of deflation as it is hinted at in the third article. So basically, Europe will print more money this money is spend on all kinds of things, this in time when the treasury coffers of nearly EVERY European nation cannot afford it. Let’s take a little step back in time. Let’s take a look at Germany 1920’s, at this time inflation was growing at an alarming rate, but the government simply printed more and more banknotes to pay the bills. So, bills were printed to fight inflation perhaps? I actually remember holding one of those banknotes, for 15 seconds I felt rich, then I realised no one would touch that money, which is pretty much the feeling the people in those days had. The actions behind this were the Treaty of Versailles and the 1921 London Schedule of Payments. We can ‘paraphrase’ that into ‘debts’. So as we now see that governments have debts and that more and more money is printed, is the difference not merely cosmetic at best?

The next part is shown in the second article. The subtitle gives us the power part. ‘Italian prime minister unveils business-friendly tax cuts and rise in spending despite EU warning plans may breach austerity rules‘, another government that has decided to change the rules as it befits them. Prime Minister Matteo Renzi is showing Italy and others a budget that they cannot afford. The line “Renzi said €5bn (£3.7bn) of tax cuts would include the abolition of a wealth tax on the main residence of all Italians, worth around €200 a year to most homeowners” gives us the first worry. Even though at 73% home ownership seems high, but is that the same in places like Venice, Milano, Rome and the larger cities? Or will that show that the 25% not owned by the tenant is still owned by someone, which would be giving massive benefits to the ‘Amici di Silvio Berlusconi‘ perhaps?

The next quote is “This year not only are the taxes not going up but they are coming down”, which sounds great to the people of Italy and they are welcome to it, yet the reality is not that great. In 2010 the debt was 2.4 trillion, or well over 110% of GDP. In 2013 it had risen to 130% of GDP, and even though the debt seemed to go down, these short sighted actions would show soon enough that Italian debt will increase, what happens then? Consider that the debt has grown to the effect that the due interest is almost 2,500€ per second. Yes, per second! So, in which universe is stopping reducing the debt a good idea? According to some sources, the wealthy of Italy has moved almost 200 billion away from the Italian shores. So that part will not get taxed any day soon. Another quote that matters is “Alessandro Zattoni, an economics professor at the LUISS business school in Rome, said the EU commission is concerned that the deterioration in world trade following the slowdown in China could hurt the Italian economy, hitting tax revenues and further widening the budget deficit“, I cannot deny that this is a factor, yet what other shores could Italy approach? It seems that the UK, the bulk of the EEC and a few others are considering China to be the economic oil of salvation. Yet, how realistic is that? My issue comes from the last part. “The Eurozone’s return to negative inflation is driven by cheaper energy costs, which fell 8.9% year-on-year following the tumble in oil prices“, well is ‘negative inflation’ not deflation? Seems a little ‘wankish’ to hide behind a double negative, doesn’t it? And how about the other part, ‘driven by cheaper energy cost’, in my view, cheaper energy means that  the people keep a little more in their pockets, it could be used for lowering their debt or even buying consumer items. Perhaps that money is needed to pay for the 1.4% increase for food. So many options, yet if governments are depending on the revenue from their energy systems, what other mistakes are they making? Profit from energy to corporations? Could be, but how much revenue would that be?

So as we see this news, when we hear that the ‘Risk of global financial crash has increased, warns IMF‘, which gives us the first paragraph “The risk of a global financial crash has increased because a slowdown in China and decline in world trade are undermining the stability of highly indebted emerging economies, according to the International Monetary Fund (IMF)“, which is what I proclaimed for a long time. I never proclaimed that China’s economy would slowdown. This is because I had no decent numbers to compare this against, yet the need for manufacturing was a known and in that Europe has been in decline for some time. In addition, CNN reported ‘More cracks are showing up in America’s economy‘, with the quote “The Fed worries about negative inflation, which is associated with weak economic conditions and a symptom that prices and perhaps wages could be falling“, which is the second entity that seems to be ‘debutanting’ towards governments by avoiding the ‘deflation’ word. Which gets us to the quote “The September jobs report on October 2 was nothing short of disappointing. The U.S. added only 142,000 jobs in September. It stood in sharp contrast to the previous 12 months when the U.S. economy added an average of 256,000 jobs per month. Wages haven’t grown either. Job gains in July and August were also revised down“. This is the start of the issues that will also hit Europe. We will not notice this immediately as the US has to deal with Thanksgiving, Halloween and Christmas. This gives us a slightly better ‘time’ according to the economists, yet as Italy makes their changing and as the people in Europe will get more stimulus, the overall balance becomes less and less. This gets us to the final quote by CNN “As the global economy worsens, it appears the U.S. economy might not have the strength to prop up its peers. Instead, it might be getting dragged down by them“, which seems to be a mere exercise in simplicity when we look at cause and effect of the situation.

So how does France fit into all of this? Well, with Germany down and Italy taking a dive only the UK and France remain to keep the mess afloat, the two nations that are now in the process of dealing with an exit from all of this forced through its population. There is no guarantee it will be solved, there is absolutely no guarantee that either will remain within the Euro even within the EEC is a stretch at this time. All because proper financial legislation and better budgeting was something none of these governments seemed to have taken on, now there are little to no options left.

The quote “Whenever someone proposes turning the Eurozone into a transfer union, as France’s economy minister, Emmanuel Macron, recently did, the presumption is that Germany will carry everyone else on its shoulders. But why should only Germany have that responsibility? France’s economy is roughly three-quarters the size of Germany’s” is adamant here. France has the export article the entire world needs, and loves (fermented grape juice). Beyond that the bigger items (Cheese) has its own survivability, yet is that enough? Well, that is the question, more important none of these articles make the top 5 of export for France.

  • Machines, engines, pumps: US$66.3 billion (11.7% of total exports)
  • Aircraft, spacecraft: $57.7 billion (10.2%)
  • Vehicles: $47.6 billion (8.4%)
  • Electronic equipment: $44 billion (7.8%)
  • Pharmaceuticals: $35.2 billion (6.2%)

So Even as we get the following part “Progressive economists love the French government for spending a staggering 57% of GDP, compared with government expenditure of 44% of GDP for Germany“, yet there is also a problem, as far as I was able to find (apart from the presentation at the end of this blog), France, like several nations are setting their budgets against GDP, yet when the GDP goes down, spending does not go down, the debt just increases. It is one of several factors that show the inability to properly hold any level of budgeting ability. So as we look at the top 5 mentioned earlier, they represent 44.2% at 250 billion, giving us 566 billion, when we consider that France had a GDP of $2.8 trillion, we end up seeing that Export makes up slightly more than 20% of GDP, which is too low. What does speak for France is the fact that their economy seems to be decently diversified. So the negative impact of one industry is not as intense as some other countries face. Still with 5.7 trillion in debt, the French have quite the uphill battle to face, I honestly cannot say whether within the EEC or not, within the Euro or not is the best solution, but as European rules get ignored more and more, as governments are setting ‘new’ targets, we see that within either the Euro or the EEC is not ever going to be a solution. As several countries are trying to get cosy with China and as we now see statements that ‘7% growth is not set in stone’, we must all realise that every nation in the world is matching bad news management with the need to be seen as in ‘deflating’, so negative inflating it is. Who are they kidding?

This all comes to blow with the final Guardian article (at http://www.theguardian.com/commentisfree/2015/oct/24/india-rather-than-china-target-of-britains-charm-offensive) titled ‘Perhaps India, rather than China, should be the target of Britain’s charm offensive‘, which is a fair statement by Ian Jack, yet I have been advocating for a stronger Commonwealth link for a long time. Will it be the better deal? That is a separate question, yet in all this, stronger Commonwealth ties also means and implies that overall a stronger Commonwealth would be the result. A thought that should benefit many people within the Commonwealth.

 

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The danger the UN brings

Yes, the UN has been active, the news in several places including the Netherlands shows a sight that many might not grasp. As one of the sources US News reports ‘UN summit approves 15-year blueprint to eradicate extreme poverty and combat climate change‘, of course many are now cheering on how lives will become better. Will they?

193 countries agreed on this. Like the millennium plans. Not all targets were met, but as some state (like Dutch NOS News), there is progress. The news stated on how poverty got halved. Here I wonder on what grounds that evidence is brought, where the data is. I am not stating it is incorrect, I am stating that poverty shifted and several nations are playing possum on those numbers. Has anyone considered the US numbers on how many people are living below the poverty line? How many need double jobs just to make ends meet? How is that not poverty in its own right? Now they are stating on how businesses need to get involved, moving from charitable to profitable (quote Dutch Prime Minister Rutten).

Here is the danger! You see we have ample evidence on many levels that the bulk of business will not make these jumps unless there is a benefit to them. Like tax breaks, like non-accountability. So as these new plans needs funding, funding many nations no longer have, how much additional taxation will get lost and how will that impact the lives of you and me all?

Is that not a valid question? The Dutch king might be very committed, yet funds are not there. Critics are already in disagreement. The overall lack of environmental improvements have been overly visible for a long time, getting it in an UN speech is unlikely to make change here. Which is just my personal view.

The quote from the prime minister is also very tainting. “These problems are too large for a government to tackle, we need corporations to step in“. This is perhaps the first clear statement from a leading EEC member that governments can no longer hack it. This is what I have stated for a long time. The law stayed its hand and as such the treasuries remain non protected and non-accountability with improper wasting of resources have given weight to a now faltering group of governments. Yet, corporations have to rise to the occasion, to which I ask: ‘At what price?

Feel of course free to disagree, yet in 8 years, see how goals are not being met, not even close and then listen to the carefully phrased excuses people will give regarding not making the targets. The US News article has one quote that needs to be regarded: “Supporters say there is no choice but to go big in a world of expanding population, growing inequality, dwindling resources and the existential threat from global warming“. It is the ‘dwindling resources’ that is at the heart of many issues. We allow the exploitative and imbalanced Wal-Mart to continue, yet we all realise that resources are an issue. In all this that same Wal-Mart will be asked to give support so that they can get a free pass. Does this make the entire UN operation a new chapter in its recognition as a paper tiger?

You only need to look at the Syrian issue to see how the UN is largely ignored. Now we get another ‘issue’, not with the speaker, she is as I see it in all this part of the UN PowerPoint. The quote ““Promise peace to all children in Pakistan, in India, in Syria and in every corner of the world,” Malala implored the leaders“, it sounds nice, it makes for good TV, but there is no realism here. Syria has its issues where the life of a child is conceptual at best. The Indian government has close to no options at all to deal with its child labour issues, the same situation exists in Pakistan. Both nations where the realistic view is to either work or starve. The combined child labour population of Pakistan and Indian exceeds the total population of either Australia or Sri Lanka. That is how unrealistic the issues are. Again, I have nothing against Malala, she overcame more hardship than most of us will encounter in a lifetime, but those in the UN should know better and adding her to this presentation is good for Malala and I wish her every positivity as well as the fact that we should not be silent on these issues, but the delegates of the UN should know a lot better, this issue is one that will not be met.

Another shifted view comes from Egyptian President Abdel-Fattah el-Sissi who said that “the international community has to deal with global challenges that hinder development“. The quote “Egypt has been fighting an insurgency by Sinai militants allied to the Islamic State group. At the same time, security forces have cracked down on Egypt’s Muslim Brotherhood and other Islamists“, as well as “El-Sissi also expressed concern that “the tools” to achieve the goals are insufficient, and stressed that richer nations have a responsibility to help poorer ones“. This sounds not even close to nice. The direct option was to engage in a dialogue with Israel on how to deal with the Sinai, Israel is very willing to assist and find solutions here, as the pressure is also on Israel due to Sinai Extremists. No, President Abdel-Fattah el-Sissi wants the rich countries to step in. Likely also making sure that some hands are tied in all this. The last one is a speculation, yet in addition the entire MFO situation are set after certain accords, so how will these accords be impacted? The September 17th 1978 Camp David Accords will likely see a different light over that evolving future. Is this truly a ploy to deal with the Sinai Extremists, or a played option to sway a vote to allow more Egyptian troops and military into Sinai, with all kinds of new pressures? I just set into the light three small issues that give worry to the entire 15 year blueprint. Yes, there is benefit and essential growth to eradicating extreme poverty, yet in all this it can ONLY be achieved by overhauling laws on a global level. Changes that players like Wal-Mart will never allow for, moreover, they have a sizeable lobby at their side to make sure that the fortunes of the Walton family remains guaranteed. Wal-Mart spend will over 7 million in 2013 to its lobby to make sure certain pawns were either moved, or not moved according to their needs. As the members of that family grows in fortune a billion a year, 7 million is nothing, even then times that would be a steal at twice the price, the cost of doing business and the laws of the land, the laws of most nations fall short in this regard.

Interesting that this side saw no exposure at all.

In this, the monarchist nations remain the strongest supporters, they are mostly about the nations and the global good, republics are all about the elected principle and the lobbies in the back, corporations rule there! Is it any surprise that Sweden and the Netherlands are so socially inclined? That is the impact of a monarchy reflecting on all the people and the moral and social good of the world. In similar light, how should we see the quote by India’s Prime Minister Narendra Modi in Canadian Global News, where we read: “Modi confirmed plans for a fivefold boost in renewable energy but added two years to the time frame, saying it will take seven years instead of five”, is it because of American politics and what we have seen in the past that this could be seen as a shift until after the next election and that issue will be dealt with after the elections? Will we see an offer by Narendra Modi offering the open gap NTT DoCoMo left to the next mobile player under conditions of renewable energy installations? Will that suddenly count towards the total? In all this, those installations count as a cost, which means that those players will not be saucing the treasury coffers. That is the foundation of problems several other nations must remain aware off and unless the laws are adjusted this all shows like another paper tiger, offered in consideration from a group of people who get paid very nicely on an annual base, so the next 15 years some of these players would be decently well fed. Is that my sarcasm that you read now?

I must admit that sarcasm swims within me as I have seen the faltering side of several branches in law and politics not adjusting the view required to guarantee their nation towards growth, a view that is not an option at present. In all this not enough people are looking onto the sides that long term adjustments are required to make so that any option is realistic, yet with Wal-Mart equals on other shores their game is not dissimilar to the game the Walton’s are playing in a legally correct way, in all this the law has faltered in several nations, with no view of improvements any day soon.

So the dangers the UN bring will impact economies, unless the law adjusts firm and fast that plan is not likely to be made. If you doubt my words then consider the ‘plans’ that were made in 2000, they were not met, in some cases they were met only 50%, it is called an improvement, but from that we must accept that either the plans were never realistic, which beckons the question, why accept a non-realistic plan, in the second there is the validity that progress was booked, yet at what price and in this time and in this economic age what is the realistic chance that such funds remain to be available?

As for my doubts, that part can be seen in the very end of the article (at http://globalnews.ca/news/2242584/un-summit-approves-15-year-plan-to-erase-extreme-poverty-fight-climate-change/) called ‘UN summit approves 15-year plan to erase extreme poverty, fight climate change‘, the quote is “As for finding the trillions needed to implement the goals, Microsoft co-founder and philanthropist Bill Gates said Thursday “we’d be doing very well to have anywhere near that amount of money available by 2030”“. We know Bill Gates to be one of the leading philanthropists. He has not tried to hold on to the massive wealth Microsoft brought him and he has spent a lot, yet he knows how much money this requires, something I expect the politicians involved have no realistic clue about. If Bill Gates shows signs of worry regarding the need of these trillions, how come the governments involved are not extremely outspoken regarding the massive debts they have and that no one has these level of funds. In part only corporations do and my worry is that the price of agreeing to all this will cost us a lot down the road. In addition, it is also interesting to note on how papers have the same stories, the same quotes and the same title, so is the journalistic branch now limited to do the copy and paste action? In that I set Reuters apart. The one issue they show and the other papers did not (as far as I can tell), is the article (at http://www.reuters.com/article/2015/09/26/us-un-assembly-china-idUSKCN0RQ0HW20150926), so as we accept the second quote to be “Chinese President Xi Jinping announced on Saturday that Beijing will establish an assistance fund with an initial pledge of $2 billion to help developing countries implement a sweeping global sustainable development agenda over the next 15 years“. Now if we accept the first quote to be from Bill Gates (the one stated earlier), now compare the statement just given by Chinese President Xi Jinping, controlling the second largest economy on the planet (if we accept the US numbers to be true), than 2 billion (the article states another 12 billion by China too), in light of the statement by Bill Gates “As for finding the trillions needed to implement the goals“, gives the vision that the second largest economy is contributing less than 0.7% of the required amount. So is anyone still considering the realistic view offered by the UN, a 15 year goal that is not realistic is in my view nothing more than a concept in presentations, if you are there and if the coffee was nice, the day might not be lost, but in all certainty, it is unlikely to be a true gain to anyone attending other than Malala, who as a UN envoy achieved what she had to achieve, to shed light on a situation that needs addressing, how that is done is actually on the plate of Gordon Brown who is the political side of the United Nations Special Envoy for Global Education.

In the most worrying closure, I have stated it before, would the culling of our population help? If so how can the UN exist, or even remain to continue when the required solution is to dim the lights for billions of people, a population decline in excess of 90%. This is not humane and equally unrealistic. I want to see realism in the shape and size that we the people are properly informed on what is needed, where the law will properly adjust to hold corporations accountable for steps taken and for profits made. A reality I am unlikely to see happen in my life, so what will be left to the generation that follows me?

I honestly do not know, yet in the light of what I just showed you the reader, did you consider any of the issues that I noticed and that none of the articles discussed and more important, why were these issues not raised by the involved journalists?

 

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The Labour Manifesto

Ed Miliband presented his Manifesto Res Rei. In light of what we here in Australia laughingly refer to as ‘the Labour party’, it seemed like a good idea to take a closer look at the speech. The full speech can be seen here http://labourlist.org/2015/03/miliband-launches-labours-business-manifesto-full-speech-text/.

So let’s take a dip into the claims pool.

‘Playing by the rules and paying the taxes that support our public services’, Really Mr. Miliband? So how will you solve the issues involving Apple, Google, Amazon et al? What measures are currently in play, what measures did Labour in its previous governing term put into play. I say naught!

The second part is found soon thereafter ‘With a government that balances the books, invests in infrastructure and works with you to improve skills and open up more competitive markets‘. The Tories are trying to get the books balanced, which means austerity. Labour had a massive hand in giving the UK that debt, so we can offer that Labour has no ability to balance books and the investment that they talk about will drive the UK into deeper debt.

Then the story changes a little and Ed Miliband goes into waffle mode. We see ‘despite the odds‘, ‘too many obstacles‘, ‘the lack of certainty about the long term‘ and my favourite: ‘Our productivity gap is at its highest level for nearly a quarter of a century‘. That last one is full of fun, because what is it based on? Weighted numbers, a lack of insight or the added anchor of virtual corporations?

Now he gets to the promise: “So we’ll balance the books and cut the deficit every year“, yes, how will you do that by investing and balancing the books at the same time? The current debt spring is loaded, because the UK has to come up 23 billion every year to pay the interest of the current deficit, so good luck with that statement, you do remember that your predecessor was cause to a massive slide in debt Mr. Miliband?

The struggle to find the workforce they need‘, which sounds nice in theory, but many corporations hire young unexperienced people to get away with what some want to slide under that table, when we see the issue where Ross Etherson, who admitted 21 counts of making or supplying articles for use in fraud, cost the NHS more than £37,000, Isleworth Crown Court heard, we clearly see that there are other issues at play, when we take the info from the BBC at http://www.bbc.com/news/10604117, we see that unemployment has steadily dropped under the Tory government. Now, I will in all fairness state that labour was confronted with the 2008 problems, but that mess was not properly dealt with under labour either. The mess left from their debacle 1997-2010 is still getting cleaned up half a decade later.

Now we get to the fishy side of it all: ‘It is a partnership for a purpose. We will give you control of the money for apprenticeships and in exchange we will say that any firm that gets a major government contract will have to provide apprenticeships to the next generation‘. How is this even realistic? Giving control of the money means that all kinds of accounting irregularities are likely to surface, then what? And in regards to ‘major government contract‘ and ‘provide apprenticeships to the next generation‘, how is that not discrimination towards the current aging workforce? In addition, we see that there are situations where apprenticeships are not a solution in the first place, which is just the reality. Consider a new frigate that is getting build with 500 engineers and 10 apprentices on the job, how many delays and what security breaches could the new frigate face? So not apply this rule to all fields? That is just a mess waiting to explode in the faces of those proclaiming it to be a solution.

Then we get (after another wave of waffling by Ed Miliband) ‘the priority for business tax cuts‘, yes, that has always been a good idea, especially as Google and Apple seem to pay 0.1% in taxation. How about infrastructure? Ah, that is next, where we see: ‘That’s why we’ll follow the recommendation of Sir John Armitt and set up a new independent National Infrastructure Commission‘, yes, spending more money on something that will not prove to be a solution, whilst the UK is down a trillion, so at this point, after we saw tax cut and infrastructure and invest, let us remember the earlier promise “So we’ll balance the books and cut the deficit every year“, which I see as:

  1. No balancing the books
  2. Increasing, not decreasing the deficit.

Now we get to the ideological part, which Ed Miliband is of course entitled to: “There could be nothing worse for our country or for our great exporting businesses than playing political games with our membership of the EU“. that is partially true, yet as the EU is unable to muzzle Greece with their flim flam rock band approach of not dealing with their debt and whilst several players are now willing to push Greece into deeper debt, both the UK and Germany need to realise that Greece is getting their credit for nothing and their luxuries at the expense of the other EU nations. How long until it is just safer to let the rest of the EU drown in their inactions against Greece? Which by the way has every likelihood of pushing both Italy and France over their maximum debt threshold, which has massive implications for any member remaining within the EU, all because no one was willing or able to stop Greece?

Now we get back to part of the speech that is an issue ‘Two years of uncertainty in which businesses will not be able to plan for the future‘, how about the fact that most of Europe in a denied recession, due to massive debt dealing is not the way to get any level of certainty? In the Netherlands, unemployment is at 7.2%, In Belgium it is 8.5% and in France it is at 10.4%, so when we look at what business options there are in Europe, we will see a cold turkey that comes home to voluntarily roost in the oven at 190 degrees, because the crispy warmth is loads better than the cold outside, even if the turkey is about to get eaten in the process.

If there is ONE business plan, that that would be the one, where the UK gets by for now, trying to grow, but most importantly is reducing the debt it has, so it does not have to fork out +20 billion in interest to banks for money the Labour party had spent.

So as he goes on reminding us on ‘We need to be a country that rescues our NHS with more doctors and nurses‘, yes, we all remember the NHS 12 billion computer scheme, that did not go too well for all parties involved, perhaps listening to others would have helped the Labour party heaps, but that was in those days never an option, so why trust them now? so the phrase ‘Not what we have seen over the last five years where the NHS slides into crisis‘ is a little misplaced as it was Labour who did messed up 12 billion, an amount that could have kept loads of nurses into jobs and grown the NHS. It was not meant to be!

So when we see the following quote: ‘To carry on with a Conservative plan based on the idea that as long as the richest and most powerful succeed, everyone else will be OK, or a Labour plan, a better plan, that says it is only when working people succeed that Britain succeeds

We ought to consider another option. To cut drastically on medical services for those on drug and alcohol based events. These people only get treatment if they can pay in advance for treatment.

Let’s take on the binge drinking issue heads on!

Those who fail the first two parts are thrown into a drunk tank like in the old days. If they die, well that is just too bad, we can blame the parents, we can rejoice on a growing number of available housing (the deceased do not need them) and the nations has even more jobs available and the cost of the NHS goes down.

Now, it will be fair if you disagree with me on this and I admit that this step is hugely inhumane, but consider: these people cost the society 21 billion on an annual base, which includes the 3.5 billion to the NHS. To protect the victims of their crime and violence, they will be remanded into prisons/work houses. So, you see, production will be better off if we change that workforce too!

Yes, I agree it is inhumane, but why must the people at large suffer for those who think that the rules do not apply to them? I have no issue with these people receiving treatment, however, if you are so willing to binge yourself for £39-£69, you can either fork out the £78 for treatment, or sleep it of in a drunk tank, either way, we reduce spending on NHS, which helps towards the actual spending balance Labour is actively ignoring.

So as I ended the look at the Speech of Ed Miliband, I must conclude that it reads political and in addition, decently devoid of realism. Which is a shame, because UK Business is in dire need of realism, which means the solution will come from somewhere else.

Which now gets us to part two of this event. It seems that Nicola Sturgeon is all about getting Labour into No10. It sounds nice, but how is the Scottish National Party any help there? Now, it is fair that they feel a lot more comfortable with their future if Labour is in charge. It is a valid call to make and it is theirs to make it to begin with. Yet, we must not forget the issues that Scotland is already short 11% on their budgets and with oil prices the way they are, their independent future is a lot less certain. This is a shame and I mean that. I was all in favour of Scotland attracting all kinds of Businesses from all over the Commonwealth to grow their economic footprint. I am still reasonably certain that Indian generic medication could grow all over Europe if they have a foothold in Scotland, which allows easy access to places all over Europe. With Oil being a problem and not a solution, other fields must be tackled to grow Scottish interest and the Labour party is nowhere near able to help Scotland there. If we revisit the issue of balancing the books, it will take less than 6 months for Ed Miliband to find way to move business out of Scotland, just to make his side look better, I wonder if Nicola Sturgeon is realising the trap she is setting herself up for.

So if we look at the Guardian article, which is less than 24 hours old, we see ‘Scotland’s SNP revolution terrifies the main parties’ (at http://www.theguardian.com/commentisfree/2015/apr/05/scotland-snp-revolution-terrifies-main-parties), which is an interesting light to see after the Labour-SNP link. There is one debatable quote that caught my eyes was: “Underpinning these analyses is a barely concealed narrative of contempt, which says they will all come to their senses when they realise there will be no land of milk and honey in a Scotland under the absolute control of the SNP“, this is fair enough, but I do not think that this is due to the SNP, I firmly believe that independence too late saved Scotland, if Scotland had been independent whilst the oil prices went into the basement, the damage would have been unimaginable. I remain in faith that growing business in England and Scotland is the only solution, it will be important for both (mostly Scotland) to look at fields they had not considered before. The Indian generic medicine growth is only one branch. The open remoteness (hence securable locations) Scotland has to offer, could spell interesting times for any manufacturing option that does not require the pressure of London, with added benefit of the lower costs that Scotland brings. Consider the Ferry from Scotland to the Netherlands, opening additional paths of revenue. Scotland can grow options, it is just the question whether the Labour party is truly a solution here.

So as we all get to ponder the choices the voters face for England and Scotland, I do hope that they will all look seriously at these flimsy speeches that rattle on all sides. This applies to all parties, not just Labour!

 

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Where we disagree

There is another article in the Guardian; it was published almost 12 hours ago (at http://www.theguardian.com/business/2014/dec/14/deficit-problem-crisis-productivity-george-osborne). It is a good story, it gives a decent view, but I feel that I cannot agree. It must be said that this is all in the eyes of the beholder. The article is good and sound and many will adhere to this idea. Yet, I do not completely agree. Yes, all the facts are right, the view is not incorrect, but it feels incomplete. The first quote “The most important issue is the poor performance of the nation’s productivity, which, far from being improved, has almost certainly been exacerbated by the constant emphasis on the putative need for austerity”, now this is a decent view to have, it is an optional view, yet in my view the following com up:

  1. Productivity relies on orders; the UK is competing with its baby brother India where daily labour rates are decently below the hourly rate of a UK worker. That in itself is not enough, the EEC overall is pretty broke, no less than one in 10 has no job, it is driven up by Spain and Greece, yet after a long term most Europeans are very careful about where money is spend on. So which manufacturing industry is getting the few coins that do get spend?
  2. There is no reputed need to austerity; there is an overspending in excess of 1 trillion that needs to be addressed. We can bark high and low on the reasoning for it, but that water passed the bridge a long time ago, now the debt needs to be taken care of. The US, Japan and UK have a combined debt of 30 trillion of national debt, the UK is a little over 3% of all this, let’s make sure that when the two behemoths stumble into nothingness, the UK does not end up being the biggest debt of all (again just my view), yet I feel certain that the banks will be in charge of a nation with such debts.

Yes, productivity will take care of all it, but I believe that the debt needs more then productivity. It needs innovation and IP. They will drive true productivity. People forget about the innovators. Alan Turing is still regarded as the man behind the concept of Artificial intelligence. What was a fab in the 40’s became the driving power for the planet from the 90’s onward; let’s not forget the foundations for the computer. We seem to herald IBM and others, yet Professor Sir F.C. Williams was at the foundation of the driving force that became the behemoth for almost half a century and this wave is still going strong.

The new currency will be IP; innovation will drive the places of work, the places of sales and the filling of coffers (the empty bags currently in a corner of George Osborne’s office).

People keep on ignoring the need for innovation; I tried it twice in a previous job. The response remained almost the same ‘it works as it is, so leave it‘, that is the drive stopper that ends a future, although the early 1900’s did not have the need for IP, consider the history of the paperclip and Gem Manufacturing Ltd, a British company. They had the better design, but never registered the patent, which is why Johan Vaaler is often seen as the inventor. I am not debating the validity, yet he registered his patent. In those days the rights were approached a lot more liberal then now. Nowadays our lives are all about IP, patents and who it is registered to. Haven’t we learned anything in 115 years? No matter that we now enjoy an article that is not patented, in nice contrast to people who enjoy a life because the man behind finding a cure (read vaccine) for polio did intentionally decide not to patent it (Dr Jonas Salk, who deserves a sainthood for that act), our future for certain, our survival to some exaggerated extent is depending on IP. Need drives production, but who owns the article that is needed? That part I see ignored again and again.

William Keegan does not look at the IP side, because he focuses on the steps following it, yet those in this real rat race seems to silence the need to look at it as they talk about productivity and manufacturing, but the innovator behind it, the one designing the IP, that person is worth gold. Consider Microsoft paying 2 billion for a piece of IP called Minecraft. A simple game, looking the way Minecraft does, is worth the revenue the high end looking GTA-5 made. It is all about IP in gaming; it should be the same in nearly any industry, not just the one that got kicked off by Alan Turing and Professor Sir F.C. Williams. IP drives every computer industry, it became the centre piece in the jewel that is now called ‘Business Intelligence‘ and ‘Predictive Analytics‘, but we broke the system after that.

Why was the system broken?

It is a broken system that is now illuminated in its flaws by people like Sir Kenneth Robinson and Brian Blessed. We ignored for too long that IP and innovation requires creativity. As Universities have been pushing logic and business, they forgot that the future tends to be created in the arts. Creativity is the driving force for any future, whatever is produced after this required a need for IP. It is a chicken and the egg issue, will the thought create the idea or is the idea the drive for creation? As I see it, this drive needs an artistic side, a side I was never any good in, but the best futures will need an artistic hand. It is shown into the massive amounts of IP the gaming industry manages. People might wonder why I keep on coming back to the gaming industry.

The answer is simple Games have driven a trillion dollar industry (totalled). Commodore Business Machines (C-64, Amiga) Atari (2600,800, ST), Creative Labs (soundcard), The consoles that followed by Nintendo, Sony, SEGA and Microsoft and the list goes on and on, all from creativity. Even the military sees the essential need of creativity. Consider the text “Space-based Missile Defense: Advancing Creativity“, it is at the heart of everything, so many forgot about that, those in charge forgot about that part. It is why my vote for Cambridge chancellor would not have been for Lord Sainsbury of Turville, but for Brian Blessed. Lord Sainsbury is not a wrong person, or a bad choice. As I see it, all our futures require a much stronger drive towards the arts and creativity. In my crazy creative view photography was invented in 1642 by a Dutchman named Rembrandt van Rijn; his visionary view came 200 years before the chemicals were invented, if you want evidence? It is in the Rijksmuseum and they call it ‘the Nightwatch’.

 

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