Tag Archives: Indonesia

Egg timer? What egg timer?

Yes, we get that. There are egg timers that give us what we were waiting for. I stated on November 17th (12 days ago) “A complete overhaul was the only option and now with BRICS and China pushing in on the little revenue they had left, they have no options now and their competitors are moving in on whatever revenue they had left.” I said so in ‘It’s that time again’ (at https://lawlordtobe.com/2023/11/17/its-that-time-again/) Now Politico gives us ‘Brussels wants to beat the Pentagon at its own game on arms sales’ (at https://www.politico.eu/article/european-union-weapons-sales-united-states-defense/) there we see “The European Commission is hinting at a new mechanism similar to the US Foreign Military Sales to facilitate arms exports”, well that didn’t take long, did it? So when we see “In order to claw back the initiative, the European Commission is raising the prospect of copying the U.S. Foreign Military Sales (FMS) scheme” we see one thing, but I think it is more about stopping the Chinese sales system of becoming too successful. I fear it might be a little too late for that. There is every indication that China is almost ready to the defence needs of Saudi Arabia and the United Arab Emirates. Too little, too late and as I see it, a little over two years too late. I reckon they ill soon be fishing on the wrong side of the net. So whilst we are now given “In early 2024, Internal Market Commissioner Thierry Breton is expected to present a European Defence Industrial Strategy to help support the Continent’s European Defence Technological and Industrial Base (EDTIB). The consultation document is one of five papers circulated to national delegations to get their views on what the strategy should look like.” You see several reports are out there in the trend of “Riyadh eyes air defence systems and drones as part of possible yuan-based deal while Cairo plans to buy J-10C fighter jets”, so whilst the Europeans are trying to figure out “how to go about it” Saudi Arabia and Egypt are at this point getting catered to by China. As such we see that the China North Industries Group Corporation Limited (NORINCO) is actively talking to the Saudi Arabian Military Industries (SAMI), who is interested in diversifying. 

So that is billions missed, just as I predicted almost two years ago. Now that it is happening, some are ‘reporting’ all whilst whatever intension Europe has with “on what the strategy should look like”, Beijing is not merely getting its feet wet, it is catering to a new clientele and China is hungry for that revenue. So when was the last time you left billions on the floor? As I personally see it Amazon did so a year ago (but they have plenty of cash), the US government does not, it has a debt of $31,000,000,000,000 as such every billion lost is another carve on the debt stick and the next shutdown is expected to be around January 19th 2024 if they cannot agree on a new continuing resolution a lot will fall away. That was a given, but with Europe now tying to get defence money, giving the US less and already China is in the mix (has been for months) with Saudi Arabia, Egypt and they are expected to score some revenue from the United Arab Emirates as well, this upcoming CR will be missing a few revenue posts and not much is needed to make it all fall over. The larger setting is not merely defence, the UAE will (according to one source) be looking at ships as well. As such there is every chance that the China Shipbuilding Industry Corporation (CSIC) could be up for some UAE coast guard ships. As I understand it, it has something to do with the Abu Dhabi Ship Building Co (ADSB). So is it mere consultancy? Ships design? I honestly do not know, but what does matter is that they used to have an American fleet, now as that falls away a lot more revenue will be missed by American companies. 

All this and the larger setting isn’t merely what Politico tells you, it is the second degree that the Saudi and Egyptian deals open the doors for. I think that Bangladesh is next on the Chinese sights. China has a two sided tactic, gain revenue and stop America from getting revenue. It is the same setting we saw with Evergreen in 1989. Yung-Fa Chang played his hand brilliantly, a setting where players like Nedlloyd had close to complete control was lost in less than 5 years to Evergreen. I reckon that we get a similar kind of play towards the larger naval needs of Bangladesh and Indonesia. After that there will not be much left for America. They already broke their own windows with their ‘elite’ approach towards the F-22 Raptor. I am not criticising this. It was the demand of the US to keep sole custody of that dinky toy. Yet now Chengdu has several nations vying for their J-20 and with the range options, that is a thing coveted by many defence forces all over the globe and there Saudi Arabia, UAE and optionally Egypt and Indonesia as well is a setting of several billions right of the bat, and I expect that the USA cannot counter those odds on revenue. Yet there are a few options for Europe as well. If they push their agenda Chengdu will have to compete with the Eurofighter Typhoon. I have no idea who will win that revenue race, but Europe better be moving fast, the early bird that hesitates becomes worm food. As for the technical side, I am not a pilot. Yet in all this the Evergreen approach comes to mind, so America and Europe are quickly running out of time and Europe’s voiced response of “on what the strategy should look like” sounded nice in 2021, but not now. It’s crunch time for them at this point.

Enjoy your day today.

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Speculating towards something?

That is the setting, I have been keeping my eyes on Bangladesh for more than one reason. You see, Bangladesh with its 170,000,000 people represent an upcoming population that has never been considered for several retail groups, but that nation could become a more important group. China sees this, Saudi Arabia sees this and that is where the next article comes into play. The article (at https://www.eastasiaforum.org/2023/11/18/japan-brings-bangladesh-into-the-folds-of-new-security-framework/) gives us ‘Japan brings Bangladesh into the folds of new security framework’ which also gives us “Japan maintains economic partnerships with most Asian countries, particularly Bangladesh. Dhaka has received around US$25 billion in development and economic assistance from Tokyo since 1972 and around US$9.2 billion of this has been overseas development assistance.” I believe it is one truth, but not the one that matters to Japan. When America implodes, so will Japan, unless they make new friends fast. And when Japan embraces 170 million Muslims, they stand a chance to get some relief from Saudi Arabia and optionally the UAE too. That is what I am speculating is behind this move. Yes, there is a stage that Japan can use for retail purposes, but there is a larger stage. As per March, Japan is dealing with a $9.2 trillion debt. When America collapses (not if, when) Japan will lose a lot more and whatever they have banked against the dollar will fall away, as such Japan needs another path. China is not one due to historical stages, Russia is equally unavailable. As such this path seems the most intelligent one and even as it is not the best path, it might be one of the few left available to the former friends of the United States. And in continuation of this speculation, when things implode, the BRICS players would like to keep as many as larger players on their side as possible and Japan is not great, it is a huge economic player. 

So as I see it (and I could be wrong), Japan and a few others will need to realign their priorities in allies and economic sides and Japan seemingly just made their first move. I wonder when either Saudi Arabia or the UAE will set another path towards Indonesia and its 273 million citizens. This makes the setting fro BRICS a larger one, with two additional nations they get almost half a billion consumer and this is the stage that is merely in its starting place. When these two nations get the chance to become workers in Neom, optionally additional domains we get a new setting for economy and that is where Japan is banking on. It is trying to get a slice of that pie and as America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move. 

Am I right? Am I wrong?
That remains the question, my speculative view comes from the data available to me, it does not make me correct, but I see it that I am more likely than not correct. A stage we all faced. I am willing to become critical of my view, slice and dice it, merge the data streams and see what I can prove through that. I am still a decent amount away from proving it all, but I feel that It is clear that Bangladesh wasn’t merely for some security framework, the larger stage is still in play. It is still fluidic but the media at large is less and less reliable. Consider the media streams that gave ANY view on this stage and then ask yourself the question why did they not make mention of it? 

Just 20 hours until my weekend is over, enjoy yours.

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The speculated danger

Yes, that is where I am. Whatever I am about to give you, there is a decent amount of speculation involved, as such there is every chance that there are issues that aren’t covered and people with that kind of knowledge aren’t speaking out at present. Not to debunk my speculations and not to enforce it. I believe that the filtered media we are getting is now likely the more danger we face. This all started last night when I saw ‘UAE records hottest day of the year as temperature crosses 50 degree mark’ (at https://english.alarabiya.net/News/gulf/2023/08/27/Temperature-crosses-50-degree-mark-again-as-UAE-records-hottest-day-of-the-summer). Here we see “The rising heat in the UAE crossed the scorching 50 degrees Celsius threshold on Saturday, marking this summer’s highest temperature. According to the National Center of Meteorology (NCM), the mercury touched 50.8 degree Celsius in Abu Dhabi’s Owtaid in Al Dhafra region at 2:45 p.m.” We see all kinds of heat messages, but for a place like the United Arab Emirates to give that to the readers is a little new to me and that place is warm on any usual day. This started me to mull several things over and it also made me think back to the 60’s (when I was young and innocent. Yes, I was innocent once). That year is forever marked in my brain. Not because of the year as I am not certain what year it was. Yet I remember that it was -20 Celsius. The coldest I could ever remember. In addition to the ice flowers on my window, something I had never seen before there was something else. The streets were iced. Now we had ice in the winter, I grew up in a city named Rotterdam. But this was different, the streets were covered in ice. I could literally skate to school which had never happened before and I do not recall that it happened since. This is what I would call a temperature outlier. These things happen and there is nothing strange about it. Now consider this heat in the UAE. In addition consider (at https://lawlordtobe.com/2021/08/10/the-part-we-seem-to-forget/) the stage I reported in ‘The part we seem to forget’ where I quoted “Within the next two decades, temperatures are likely to rise by more than 1.5C above pre-industrial levels, breaching the ambition of the 2015 Paris climate agreement, and bringing widespread devastation and extreme weather” (source: the Guardian) You can forget about the decennia part, I personally believe we are there now. To get that stage we need to add three elements. 

  1. “Researchers say deforestation has caused the Amazon to absorb less than half as much carbon dioxide as it did twenty years ago.” With the added “In the last fifty years, Brazil’s Amazon has lost about a fifth of its forest cover—almost 300,000 square miles. This includes at least 5,110 square miles lost in 2021
  2. From 2001 to 2022, Indonesia lost 29.4 Mha of tree cover, equivalent to a 18% decrease in tree cover since 2000, and 21.1 Gt of CO₂e emissions” which gives us Indonesia. 
  3. Beginning in March 2023, and with increased intensity starting in June, Canada has been affected by an ongoing, record-setting series of wildfires. All 13 provinces and territories have been affected” with a total of 13,999,922 ha displacing well over 250,000 people. With Al Jazeera (at https://www.aljazeera.com/news/2023/8/23/mapping-the-scale-of-canadas-record-wildfires) giving us “Canada is battling more than 1,000 active fires, and nearly two-thirds of them are out of control

This is where the speculation starts. We have decimated our forests and the ability to regain the oxygen. Now, this is not going anywhere soon, our atmosphere has a curtain of well over 5 miles of oxygen, so we aren’t running out. But we now have a markable point where we use more oxygen than nature can correct for. The three largest places with forests are down by too much and there are side effects. The smoke of the Canadian fires, that go all through to the US will have a secondary impact

People wear protective masks as the Roosevelt Island Tram crosses the East River while haze and smoke from the Canadian wildfires shroud the Manhattan skyline in the Queens Borough New York City, June 7, 2023. REUTERS/Shannon Stapleton

The sun will warm us less and you might think that is a good thing, but you would be wrong and that is why I made mention of the outlier in the 60’s. I personally believe that we are about to face the harshest winters ever and it will not be one year. This will start a trend that will be a 3-7 year stretch, not all at once, but we will face at least 2 harsh winters over the next 5 years with a few more after that. Even if the forests in Canada are replanted using Team Trees with Mark Rober, it will take close to a decade to see that impact and the forest fires will return next year too. Less likely to the same scale, but forest fires are a normal setting in Canada, the three elements combined is different and new.

Some will have seen the Netflix movie How it Ends and we aren’t facing that, but the nuclear winter that follows such fires are not entirely impossible, I would go on stating that they are becoming more and more likely. The media will trivialise this and state that I am a doom sayer, yet they have never given us the real deal in this and they are unlikely to do so now. I am not saying this will happen, but I feel certain that we are heading to really harsh winters and the first one will hit us before January 2025 which is expected to cripple the UK and Europe to a larger degree. Canada and the nordic nations will not be crippled to such a degree, but they too will feel the bite of the winter that comes. In the meantime with the winter hitting us and the heat being a larger problem extreme weather is coming our way and it is coming now, not in a decade. 

So consider what I told you, fell free to check the numbers you can and be certain that you take note of the trivialisation you see in the media and take note of the media that trivialised it. They are no longer to be trusted ever. They are filtering the information to keep you asleep, especially in a time when you should have been awake a lot more. It is not the one thing, there is no one thing, it is the combination of a whole range of issues and it is not the private jet setting, that is utter bullshit. What they are all happy to ‘ignore’ or forget is what I mentioned in ‘A COP26 truth’ a setting we see (at https://lawlordtobe.com/2021/11/13/a-cop26-truth/) two elements stand out. “over the last 15 years 15,000,000 additional flights were added. That amounts to 41,000 flights a day, every single day. So how much CO2 do these flights create?” The Guardian was all about private jets and made no mention of this element. Do you really think that these flights were essential? Then there was “We are that close to suffocating. On the other side, we have seen clear reports that 50% of the damage comes from 147 plants, the media ignored it, I wrote about it and placed the documents of UNEP and the EEA for you to read, they had graphics too.” How interesting was it that the Guardian and its environmental pages did not mention that report. Two elements and you were kept in the dark and now these elements start to form a biased opinion (from me) but feel free to come up with better settings and this has been going on since 2021. So with all the space they had they ignored the European Environmental Agency? 

It is my personal speculated believe that these elements are part of a greater impact and the Canadian fires with the deforestation elements are adding up to a new picture. I might be so brazen to suggest that the 8 billion people this year onwards (for some time) will be using more oxygen than the planet can renew, this has a larger impact now, the winters and summers will both be harsh, more harsh then anyone can remember. I would leave it to the media, but I don’t thin they can be trusted any longer. In fact there are trust issues on all sides and so there should be, but those who give us the news aren’t (it is now filtered information). Am I right? Am I wrong?

I honestly do not know, but this is my speculated opinion. I might be going from numbers, but it remains speculation. 

So breath and get through the day, the weekend is behind you the next one might be coming in 5 days. Enjoy.

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Our house is burning down. Down!

By now we have all heard of the fires in Canada. There is nothing that I can say, invent or imagine that makes this setting easier. These fires are making the fires of Rome (64AD) and burning of London (1666AD) look like a simple BBQ (or clambake if you are from the US). At this time the fires are well over 13,500,000 Hectare, and it has displaced around 200,000 people. Which is almost 1% of the population. The largest fire in recorded history. I have never ever heard of a fire this big and I have been around for well over half a century. I wonder what the eco-deniers make of this setting, who will they blame? The fact that from all over the world firefighters are coming to Canada to fight a fire too big to comprehend is only one setting. The stage that planes are so loaded that they need to turn away those fleeing the disaster they face. 

People wear protective masks as the Roosevelt Island Tram crosses the East River while haze and smoke from the Canadian wildfires shroud the Manhattan skyline in the Queens Borough New York City, June 7, 2023. REUTERS/Shannon Stapleton

And that is before you realise that NYC is orange, orange from smoke by Canadian fires. An event that has never happened before. So yes, I looked at plenty of issues before I looked at this. I am on the other side of the planet, but I took notice, I took notice several times and now I decided to write about it. 

The setting hasn’t changed, I did. I am starting to realise that that much forest gone will impact our oxygen supply and it will take lose to a decade for a decent amount to be rebuild. We can argue on the timeline. But the forests in the Amazon are depleted, the ones in Indonesia have seen depletion as well Indonesia lost 29.4 Mha of tree cover, equivalent to a 18% decrease in tree cover since 2000. Did you think that was nothing? Now the forests of Siberia are almost all that remain and I reckon that this is not a path we want to walk on. This fire might not be what we wanted, but there is a negative part in me that states that this is the fire we the people (not just Canadians) have been entitled to. A small reminder that exploitation of our world will hurt us all and people more intelligent than me would have been aware of this for several years and the Canadian fires are merely bringing it to the foreground. Some articles are drawing in the people by looking at how it started, some are set on the blame factor, but if you need someone to blame you only need to look into a mirror. Politicians are not held to account, all whilst driving the gravy train. We are being told that places like the UK that woodland creation has increased by 40 percent since last year to 3,128 hectares. It isn’t much, but it is a start, all being it being half a decade late. People like Mark Rober (formerly with NASA) have aided organisations like Team Trees, an organisation that as of 29 June 2023, the project has raised $24,438,806, exceeding the fundraiser’s goal to plant 20 million trees. As anticipated, more than 20 million trees have been planted. So one ex-NASA with an organisation achieved more in 2 years that the UK achieved in a decade and it is people like this that Canada will need, their solutions will be required when the fires are stopped. When? Your guess is as good as mine and it will rely on guessing as we have never faced a fire like this ever before, not in well over 2000 years as far as I can tell. 

So what is the option? I am not sure we have one, our house is burning down and whilst most houses have a garden to evacuate to, the planet has nothing surrounding itself but empty space and that is a place where we cannot survive. I wonder how long it will take some to blame the rich, tax everyone and whatever other solution people give, but the simple equation is that until we change our lives from a consumer based life towards an essential goods stage this will keep on going on. And with a little over 8,000,000,000 consumers in this house, we are destined for a larger failing than we care to admit to. You see it is not merely the fires, it is the simple equation where 34 million acres are not there to give us the oxygen we need to breath. So how short will our oxygen supply be in 2024? You can ignore it all you want but that will be the largest topic we ever faced and it is coming. None of it is the fault of Canada or Canadians. We all did our best to ignore Brazil and Indonesia. The media skated around the issue and now the blame game starts. Well as soon as the fires have been digitally exploited to the maximum. That is how I see it. Do you think I am wrong?

Enjoy the weekend and consider the numbers, the numbers tend to be correct.

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It only took three years

That was what pushed into view. I was about to write about something else, a movie idea I had. Yet several other messages came into view which pushed me to realign my focus. You see, I had the view just before CES2020 that Huawei was going to be a large player, much larger than anyone guessed. Even I had not thought that far ahead as certain plays by the STC (Saudi Telecom Company) were not in view yet. Now it becomes a much bigger play and two players (Huawei and STC) could reenforce each other, a setting that was not visible in 2019. So lets take a look.

Article One
The first article was brought to us by the Hindustan Times last year (the year of Soylent Green, another idea that I already wrote about but came to the top of my mind again last night). Here (at https://tech.hindustantimes.com/tech/news/huawei-launches-harmonyos-to-compete-with-google-s-android-71622644049707.html) we are given the idea that Huawei is pushing for a release to 200 million mobile phones. An achievable mark to say the least, the rest was bla bla but the notion was given. 

Article Two
Tech outlook gave us two days ago (at https://www.thetechoutlook.com/news/technology/os/harmony-os-4-0-to-debut-on-august-4-mate-60-5g-expected-to-debut-alongside/) ‘Harmony OS 4.0 to debut on August 4’ and that is the part certain people were all waiting for. The text “Apart from Harmony OS 4.0, the Chinese manufacturer is rumoured to announce the Huawei Mate 60 5G at the HDC 2023 event. As mentioned above, it will be the brand’s first 5G flagship phone after facing US sanctions. While the Mate 60 series is expected to be announced at HDC 2023, the company will hold a dedicated launch event for it in September or October this year.” You see the ‘US sanctions’ part reads nice, but the play doesn’t go there. STC and Huawei has as of the coming month a larger setting. This setting will include Egypt, BanglaDash and Indonesia. This gives them a lot more than the targeted 200 million phones and the moment STC enters the EU they will have the needed traction, the STC 5G network will have some serious ‘umph’ as the expression goes. More important, a network that stretches to that degree will push the US and EU out of a few areas, or at least make them suffer the loss of expected revenue by some analytics, they will tumble twice over. 

I’ll be honest, I saw the play, but not to this degree as the STC was not on my radar. I reckon that there was always a chance that Etisalat (UAE) would grow, but that is not in the cards at present. This is important as the needs of Saudi Arabia and the UAE are in the same direction, but they are not aligned. That difference is important and there is a chance that the STC will offer services that include the UAE. I reckon that the UAE might want to connect to Center3 and the STC for the additional business it will bring them, but that would be pure speculation on my side.

What does matter is that with the release of Harmony 4, on August 4th a new play opens up and it might go a long way to allow a digital setting to the MBC group to the settings they have in play at the moment. They will push the sports and news groups that are in the making with larger digital channels, just after they make their IPO offer (which Bloomberg mentioned only 3 weeks ago), now with the channels and digital groups in play it goes well beyond the shores we see at present and with Huawei at the mobile front, they can offer something larger than most have ever had and it will appeal to the hungry revenue entrepreneurs in Indonesia and BanglaDash. They will add hundreds of millions to their pool, hundreds of millions that haven’t ever had access to anything (of that nature). I reckon that by Q1 2024 the STC could have doubled in value and they were never a small player to begin with. Now add Egypt and you get a much larger population, mostly Muslim and all eager to be economic players. I reckon that BRICS had a few ideas on adding Saudi Arabia. And the US? Well they are still screaming middle east stability and requiring cheap oil in a play that is already outdated. And as we can clearly see, Saudi Arabia and China are getting along just fine, no EU or US required. That was a danger for some time and new we are about to see the fruition of these players. You still think the US was in Saudi Arabia for merely ‘stability’ reasons? Come to think of it Janet Yellen was in China recently, with these elements now in view was it really about what they say it was? 

This is in part speculation, it does not make it true, yet you have to wonder if I saw these events unfold, they did not? I might not have seen the impact of the STC and MBC groups in 2019, but these people (Jellen and Blinken) get a large 6 figure income more than me (Jellen gets a 7 figure income), you mean they were in the dark? Go cry me a river, please.

Huawei should have enough to get their target from Egypt, Indonesia and BanglaDash alone and they have close to half a dozen nations more on their mind (China being not the smallest one) and as expansions go, with the Huawei 5G network in play, the STC can grow a lot faster, allowing the MBC sports and news channels to reach a few additional nations. This alone will make people in the EU want to see what they are missing out of. I reckon that the advertisements alone will pay for this caper and then some. A stage that grew in under 4 years, as such the EU and US now have a problem. You see all these TV channels and media players are about to become obsolete to a much larger degree. They can shout MAGA and Karen’s all they like, the rest are able to switch the channel to something they would much rather watch and there it seems that the MBC Group has you covered. I personally wonder what Murdoch is worth by the end of 2024, because when the advertisers go away, he is just shouting arranged news to people who are not interested in listening, that part of the pool he soiled himself as I personally see it.

Enjoy the weekend, or as they say at MBC in Arabic “رحلة جديدة في الخدمات الرقمية”

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The writing is on the floor

Yes, it is the case here, never mind what the walls say. I have made mention of this again and again. The US had a piss poor approach to their innovation lack. First they tried to make Huawei their bitch and accuse Huawei of all sorts of things, whilst setting a backstabbing approach to remove Huawei from revenue streams. They did this in the worst possible way and they did it without any corroborating evidence. Then we get the setting that the media is painting China as the big evil. Yet America is not held to any standards. This is an issue for me and for most people relying on evidence. As such the article ‘Xi Jinping meets Henry Kissinger as US seeks to defrost China ties’ (at https://www.bbc.com/news/world-asia-china-66106076) comes over as hollow. In this the BBC has its own share of issues here too. As such when we see ‘US needs Kissinger’s diplomatic wisdom’ I would state “How about some simple wisdom?” Today Al Jazeera gives us ‘Australia blocks acquisition of lithium mine by China-linked firm’. I am not commenting on the events because I know too little, yet it is again some event involving China. Now, there might be all kinds of circumstances that could show it to be a valid block, but the fact that this started in January implies that a block this late has other attached reasons too. The issue is that the media is adhering to the US needs to paint China negatively in many ways and there is only s much you can get away with. At present Huawei is rocking the telecom industry all over Asia, the Middle East and soon enough Africa and Europe too. That will increase and accelerate with the release of 5.5G years ahead of Nokia and others, as such China, Asia and the Middle East are about to get a huge advantage. I reckon that the United Arab Emirates are about to become a larger technology hub in the Middle East and this one will stretch wherever the STC (Saudi Telecommunication Company) reaches. I reckon that before the end of 2025 it will connect Asia, the Middle East, parts of Africa and southern Europe making it pretty much the largest telecom company around. That was what I tried to warn you all for, it opens up all kinds of doors and with the release of 5.5G, my IP now has a shining new setting. One that the US and EU cannot match. They do not have the IP, they have shown consistent cluelessness and even Google and Amazon could fall short here. So what do you think all that will cost these players in revenue? So when I see ‘US seeks to defrost China ties’ I merely laugh. This was a joke and a mistake that was years in the making, now that the events are coming to a close (as the Conversation gives us) with ‘China is playing the long game in the Pacific. Here’s why its efforts are beginning to pay off’ (at https://theconversation.com/china-is-playing-the-long-game-in-the-pacific-heres-why-its-efforts-are-beginning-to-pay-off-209960) where we are given “Other appointments suggest China is appointing higher-calibre diplomats to the region. These include Li Ming, the current ambassador to the Solomon Islands, and Xue Bing, the former ambassador to Papua New Guinea who now holds the challenging post of special envoy to the Horn of Africa. With experience in the region and good language skills, these diplomats have been more able to engage with Pacific communities than their predecessors, who largely focused on sending good news back to Beijing. More serious representatives suggest more serious intent.” A setting I never saw (because I was looking elsewhere) and when you add this all up it becomes a much larger issue (especially for America). There are unconfirmed rumours that Saudi Arabia will join BRICS in August. There is every chance that the UAE will either join at the same time or shortly after. Now with China and Saudi Arabia (STC) having a united telecom front with 5.5G years ahead of all the other players, the setting for global telecom will shine well before the end of 2023. I made mention that I had found something in the last two days and here it is. It is not merely what they are doing. Players like Amazon and Google have the option to create service centres in the UAE (Dubai or Abu Dhabi) most likely and ride that tidal wave, or whomever gets there first will have the option to take market share away from these two players. Huawei is ready to start there, but they cannot do it alone, the waves will be too high. Google is already there (I checked), but unless they get the infrastructure ready others will pass them by left and right and there is the option for billions. Whomever is there first will be able to set the score, not adhere to it and that setting will go from Shanghai in the east to Croatia in the west all whilst these networks will include China, Bangla Dash, Indonesia, India, Pakistan, UAE, Oman, Saudi Arabia, Egypt, from there it all goes into Europe via TAWAL. A setting no telecom company has had to THAT degree and what do we get from Washington? ‘US seeks to defrost China ties’ I think it is a bit late or that and it is about to get worse, especially if the 5.5G is launched in Q4. Those ready to upgrade will show the rest what a massive lag in streaming technology looks like. It is like watching Wall Street people deal in stocks whilst having a system that is 3-4 milliseconds slower than the other system and it takes less than 50 trades to see a decent profit be reduced to a massive loss. I haven’t even taken the lack of labour force in the US at present, which makes their $42 billion overhaul plan an Edsel to say the least. All this was visible several days ago, but go right ahead, consider that China will defrost, they have been playing the long game and now that will turn into a near total victory. The setting I never clearly looked at was the pacific region, I saw the plans for Indonesia, but not the other parts and these are all about to come into focus. As I see it, by late 2024 Germany will chose solutions for their services and Huawei will have them, others do not. The moment that happens (I made mention of that before) France will adhere to the need of economic stability and that is where the EU either overturns the US directive, or be made (close to) obsolete. And all that happens whilst Tencent Technologies is about to launch a few products as well. My IP is in a different direction and I was (sort of) testing that premise beyond the Dubai Mall. I equally looked at the settings for the Mall of the Emirates, Nakheel Mall, tourist settings as well as the Real Estate setting which was a $20 billion market in the UAE (I did not initially know that), so I looked at my Canadian ‘solution’ to the UAE, and now we are vying for the big bucks (I am allowed to dream, am I not). Whatever YOU think, these elements are out in the open and some of them were out in the open since the first Covid lockdown (2020), so players like Amazon, Apple and Google had 3 years to wake up, as far as I can tell they never did.

So the writing was on the floor (the walls too) and these players were all watching the sky to see how their revenue streams were set up and doing. The media was full of it and with the shortage of people and pretty much dumping thousands of people, they had to look at the Middle East and see if these people would be willing to move to a new shore and that is where others will soon have a larger advantage. That I how I personally see it. 

You make your own conclusions, but take the time to go through all the sources, too many media is playing a catering game and they are not serving food. The day before the weekend is underway, enjoy it.

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In souls we trust

I believe that this is the setting we should be in. Make no mistake, there is every chance that I might be wrong and I understand that many will not agree with me. This all comes to blows as I saw an article whilst researching others. I initially was reading up on Andrew Tate, I saw that his house arrest had been prolonged for yet another month. I have had my issues with the arrest. In the first for MONTHS there was no formal case made and we heard all kinds of excuses and the media just accepted it, as it seemingly does whilst being a courtesan. I saw a few other issues and I still believe on a speculative foundation that this all is a play by Romanian organised crime and some business people to steal the business enterprise of the Tate’s away. It is worth hundreds of millions and a fraction of that tends to be enough to start something like that. The media (for the most) was zero help, they are all of the mind to stretch the digital dollar as far as they can and then I stumbled upon ‘“Britain will be fully Islamic soon” – Andrew Tate shocks fans by openly calling for the Islamisation of Britain’ by sportskeeda (at https://www.sportskeeda.com/mma/news-britain-will-fully-islamic-soon-andrew-tate-shocks-fans-openly-calling-islamisation-britain). You might think that this is preposterous, but to some extend this is a global wave that is starting to happen. This world has 8 billion people in it (aka 8,000,000,000) the larger stage is that at present a little over 2 billion (aka 2,000,000,000) is Muslim, it is over 25% at present. Even as 2.6 billion are christian and we see messages how much it is growing, for the most, the people have had enough of the christian church. The exploitation, the child sex abuse, the Vatican in denial and the support of corruption on a global scale is getting out of hand. The overly American Christian waves of BS we see on a daily basis is a first example. One source (unconfirmed) gives us “Since 1970, weekly church attendance among Catholics has dropped from 55% to 20%, the number of priests declined from 59,000 to 35,000 and the number of people who left Catholicism increased from under 2 million in 1975 to over 30 million today.” The flock is leaving the shepherd by the millions, but some remain in denial. I saw another wave evolve 2-3 years back and that led to the IP I had been trying to sell to Saudi Arabia, the Kingdom Holdings, Amazon and Tencent Technologies. You see, we are given in the article “This building is literally dead centre in the middle of London’s historic centre. Amazing news. The only alternative to Islam for the brits are pride flags as they no longer have any innate culture or patriotism. Allah is the best of planners and I look forward to seeing The Islamic republic of Great Britistan in her final form. Alhamdulillah Britain will be fully Islamic soon.” I personally did not see that part, but I saw enough from the other parts to see that changes are needed and governments were actively avoiding them, which gave me the idea of IP which would get well over 50 million subscribers from the early days and that wave would evolve over time. With the claims made by Andrew Tate, these changes would herald a massive wave (in my favour), but that is not what this is about. You see, if we trust in souls the Vatican and governments would clean up their acts, but they do not. If anything they are making it worse and soon the people are driven by choices they weren’t ready to make and might not be ready to make at that point, but it would optionally prove Andrew’s setting. The fun part I that Google numbered itself out of that equation, for whatever reason, they stand to lose a lot. Microsoft will wherever the revenue is, optionally making matters worse and the others, I honestly cannot tell. American firms will get a tap on the shoulder ‘to make a choice’, but like the Huawei case there is now almost enough for them to switch, or set a double stage to provide both.

This might have been a setting in 2019, but there was enough evidence for years to change an Apple keyboard where EVERY key is a display and it can show the alphabet the user requires. IBM engineers came up with the projection keyboard in 1992. So why was it held back? The setting resurfaced with the Apple iPad, but overall it never took off and I can see a case where Apple had the option to become the number one player in the Middle East, Egypt, Indonesia, Pakistan and a few other places. So what kept them? It cannot be revenue, they lack it and the technology has been out there for 30 years. So what is stopping them? I will let you figure that out.

Andrew further gives us “A secular UK as it is intended to be. All races and religions and cultures etc living in harmony. That seems like a better and more long term plan” I believe he is not wrong, but the media sucks up to the Vatican, the church of England, the Swedish church and a few other players and they are all in denial. So what comes next? It is anyones guess I reckon, but the growth of Islam is clear and has been clear for several years. It allowed me to create IP no one considered and there is more to come. When I unite the IP for 5G+ there will be a much larger stage and I saw that in Dubai it is already evolving. Arab News gave us 22 hours ago ‘Dubai’s real estate transactions increase 37% in Q2: report’ (at https://www.arabnews.com/node/2339316/business-economy), this means that another IP piece I have will soon evolve, this is not wishful thinking, the quote “with the total value of properties sold touching 69.8 billion dirhams ($19 billion)” makes it so. I saw the real estate people doing the same thing over and over again. This needs a shakeup and that is where I saw the diverging of one IP into another. I didn’t initially see that in Dubai, I saw it evolve in Toronto and the step to Dubai is as I personally see it exceedingly simple. In souls we trust, all others rely on becoming a tool. It is not sweet, it is nasty, but this christian exploitative stage we are on now is running out of runway and I have no idea how it crashes next, but I reckon it will. If you doubt that, consider that I have put half a dozen IP pieces on the internet. Google and Amazon should have had it, but they did not. Why not? Are they blind, or are they hindered by blinders that are set to the coming and next quarter? And that is before you realise that I also came up with Augmented reality solutions long before Gucci was there, that is three times over. So what are they doing wrong? I will let you figure that our over a cup of coffee (which gives rest to the soul and activates the brain. I have lived on that stuff almost a lifetime. 

Enjoy the week.

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Two voices do not make a truth

This is a setting we must accept. Even as I am one of these two voices I accept that two rights don’t make a truth. Yet the implied stage is now setting a dimension for a larger orchestra. To this we look at Ben Rich (at https://au.news.yahoo.com/saudi-arabia-using-sportswashing-simply-202104084.html) where he gives us some of the ideas that matter. He gives us “While human rights abuses will undoubtedly continue to plague the Saudis’ efforts, bin Salman is betting big they won’t stand in the way of other states and companies engaging with an increasingly open and cosmopolitan kingdom. If history is anything to go by, he may just be right.” And even as he does not give us some elements, like the building of an Saudi English speaking news channel to rival El-Jazeera (see the Financial Times at https://www.ft.com/content/2c6f8228-5bcb-46dc-a817-0990727b7d35) there is more than simple sport washing. Saudi Arabia is setting itself up to be the axial of 5G telecom (with a little help from Huawei). Going well beyond its own borders, it is about to become the center between Europe and Asia pushing deeper and deeper into Europe. I reckon that within a few steps (timeline is too hazy) it will equal, if not surpass Vodafone. That would make Saudi Telecommunication Company (STC) one of the larger telecom giants on the planet. Less then 10 years ago that would have been an illusion, but Huawei had the goods and as America and its minions made all the claims for an anti-Huawei lacking evidence, we now see that the KSA has the fastest 5G on the planet and it is nation wide. The US is nowhere close to these numbers, at present only South Korea and Canada are close and they are about 30% behind. That is the reality of doing what needs to be done. There is even more in eSports and a few other areas. It is not about what is the best, it is who is wielding technology power and as we see the numbers it is no longer the US, even Europe is lagging behind. This is the larger stage that allows Saudi Arabia to be the voice of tomorrow before Vision2030 is due. As we see that Fox News is no longer a consideration regarding the joke they have become we see a lagging CNN and beyond that there is BBC World and Al Jazeera. This gives Saudi Arabia the push they need to become a larger voice on the news channels and did anyone consider where the advertisement money will go at that point? We could consider that Fox’s ad revenue also surged 43% to $1.88 billion. Yet at what cost and when the people shy away from Fox (as they are about to do) where will that ad revenue end up? I am not saying that this will end up in Saudi hands. Yet the world has 1.8 billion Muslims. Wo where do you think that they will put there advertisement money? One of my IP’s were banking on that and even as advertisement money was not a goal for me (merely a soft sideline) others will see it as serious money. It will also entice places like Bangladesh and Indonesia to the world stage, it will allow Egypt to be more prominent on the Mediterranean area and that list goes on. These are merely two of the elements that Ben Rich does not touch on. He shows us other matters and I believe him to be right. 

Yet the elements when combined gives us a larger stage created by Saudi Arabia and created for muslims and that is part of my IP. I wanted to fight islamophobia and I am about to be proven right. Not through my own IP, but in other ways too. The US (EU too) has overplayed its hand and from the initial pariah that Pre-President Biden proclaimed Mohammed bin Salman Al Saud to be, this same person is about to become a world leading voice on the global stage and it was something that I saw coming 3 years ago. The laughable joke (aka an essay by United Nations Eggy Calamari) has shown the world that presentation is only nice if you have the evidence to support it and we are about to face a new stage where the evidence is shown and presented by the Kingdom of Saudi Arabia, all leading up to vision2030, optionally up to 2 years ahead of schedule. 

As I see it that gives the song Bad Moon Rising by Creedence Clearwater Revival an interesting twist. You see one man’s bad moon is another man’s illumination. Or as the expression goes some persons junk is another persons treasure, which is good unless you are adopted. what matter is that the stage we see and the stage we get onto are not the same and the presenters have given us a stage for decades that no longer applies and even now we are given the runaround. But over the next few years we see that the media that was in charge no longer has holds on any of us and that is when the STC gets to reveal and release their news channel and all the lost revenue attached to that. As such, how much credence do you think a player like Fox News will have after 2025? I leave it up to you to ponder this.

Enjoy the day and the weekend that is about to follow (all 48 hours of them).

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Within a day

I wrote a few things regarding BRICS in the last two days and now (at https://www.al-monitor.com/originals/2023/06/iran-saudi-arabia-uae-attend-brics-meeting-south-africa-bloc-mulls-expansion#ixzz83fKlbzuL) we see ‘Iran, Saudi Arabia, UAE attend BRICS meeting in South Africa, as bloc mulls expansion’, so I admit that I didn’t see Iran to become part of that, but the UAE is a nice addition, it also changes the game. Not sure if Iran should be part of it, but that might appeal to both the KSA and the UAE. So when we see ““The world has faltered in cooperation. Developed countries have never met their commitments to the developing world and are trying to shift all responsibility to the global South,”Pandor said. Upon his departure from Tehran, Amir-Abdollahian hailed BRICS as a body that represents half of the global population and called his visit an example of Iran’s “active presence at international bodies” and a step in Iran’s “balanced” foreign policy.” We might see one thing, think another and wonder what is real. I wonder what Iran is doing there. Are they on invitation to settle Russia, or is Iran there to appease the Middle East? I have no idea, but I would consider that there are other more qualified nations than Iran, Indonesia for one. So is it about the powerpoint of oil? Your guess is as good as mine, but the idea that UAE would be coming is now a reality. The BBC did not mention that. As such are the sources of AL-Monitor better, or had the west filtered out Iran? I honestly do not know, but the photo from June 2nd implies that the BBC filtered out certain names. As such I was not aware of UAE Foreign Minister Sheikh Abdullah bin Zayed Al Nahyan and I only aw this article a few hours ago. Yet there too we see the stage of BRICS. If the western media cannot tell us the truth, when they rely on censorship and editing to give us adjusted filtered information, who are we telling other nations what to do? We see the attacks on China, Russia and the Middle East and yes, I do not disagree, but when we do the same, is this not the media station of the pot calling the kettle black? 

So when we get “In a pre-recorded interview broadcast on state TV after his departure, Amir-Abdollahian said that a key topic on his agenda in Cape Town would be “de-dollarization” in trade with BRICS member states.” What can we object to? The US is broke, it is merely sailing from debt ceiling raise to another debt ceiling raise. It has no exit strategy and did not have any for well over a decade as it caters to political ego and the rest of the world is awaiting actual action. Well, that setting will kind of explode in our faces as China will do what is best for China and the western world does not count there. It is harsh, but we let our politicians make it that way. So what is next? That depends on how BRICS will go about it. It is dependent on how they decide to hurt or restrict the moves by the US, and no matter how that slides it will hurt Japan in massive ways (which will please China). But beyond that there is no telling what will happen. I still think it was a mistake for them to add Russia in its current shape, but that is not up to me. I reckon that the country to can keep tabs on beats the one they cannot and it is a wisdom that is beyond me, BRICS is giving Russia a stronger voice which in current settings is not good, but that is me talking. 

My mind flies over the setting of “de-dollarisation” and how it will take form. But at present I have no idea, I will need to seek out as much information as I can. 

Enjoy the last day of the weekend, Monday is coming.

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Spend, spend, spend

Yes, that can be seen as spending three times over. We are of course referring to the debilitating debt the US has and now it is about to cost them a lot, in the larger stage this has had my attention for some time, but today three articles brought it to the top (yet again). The first one comes from the CBC (at https://www.cbc.ca/news/world/debt-ceiling-us-scrap-1.6836090) where we see ‘The U.S. debt limit is again stoking fears across the globe. Why not just scrap the thing?’ There are of course several answers to that part, but it is ““I don’t think there’s any reason to have it exist anymore,” said Douglas Holtz-Eakin, former director of the Congressional Budget Office, who is the current president of the right-wing think-tank American Action Forum.” I think that Douglas has been sniffing the alternative Gatorade. You see, if there was no reason to have credit limits, I would take out a $50M loan with my IP as collateral and move to Dubai. Have a nice one floor apartment and live of the rest with $300K a month at my disposal until the day I die. The reality is that we all have credit limits and most of us have a credit limit that is in the basement. As such nations and governments have limits as well. It is the idea that Americans think they do not have one, but that is a false assumption. It might have had a delusional ring of truth when they were a super power and when they had all the innovations, but they first off shored the knowledge they had because the board of directors had more bonus options, but they are now either retired or mostly dead. Now India has that power, now Saudi Arabia is the innovative player and now China is about to become the one true superpower. All negative things for the US, but this is what they wanted and they shunned Saudi Arabia too often and now they lose them as an ally as well. The one player that really has all the cash is shunned. Well done America! In the mean time spending went on and it was catered to by people who have close to no ash in the first place. Now the Fortune 100 have less American companies and several of them have a spin on what they really own. The largest players who really have things are Google, IBM, Amazon and Adobe. The rest are wannabe collapsing entities. There is Netflix, but they will be in turmoil for at least a year and there is no way to tell how they are pulling through. Facebook is under the gun and they are about to lose another segment, in the meantime Meta is nowhere near ready. 

So off to article two, this is Reuters (at https://www.reuters.com/markets/us-debt-standoff-overshadows-g7-finance-leaders-meeting-2023-05-11/) giving us ‘US debt standoff overshadows G7 finance leaders’ meeting’, which could be true. You see, Japan is in deep waters, optionally too deep, but that requires financial knowledge I do not have, what I think is the case, is that they are too deep in debt and when the US goes, so does Japan. The 7 nations are Canada, France, Germany, Italy, Japan, the United Kingdom and the United States. Italy and France are already in deep waters, in part of the overspending my Mario Draghi, in part of a slowing economy. The UK has its own set of troubles which basically leaves Canada and they cannot hold the fort by themselves but that is the group that is in some kind of meeting and the conversation to raise the debt ceiling is a farce, they all know that the US is fighting of shadows of their former selves all alone, all because no one was willing to do something about overspending and they are decades too late in overhauling their tax systems. All these small issues line up to a setting where there is soon an America defaulting on ALL their loans, bonds collapse and that also pushes Japan over the edge. The Reuters article also gives us “U.S.-China tensions also cloud the outlook for the global economy that is already under pressure from signs of weakness in the world’s second-largest economy China.” This is a stage that I find debatable, from my point of view (optionally not a correct one), the Chinese economy is already surpassing America and now that they have the stage for the Middle East with larger venues into Saudi Arabia, they surpass America. The fact that Saudi Oil can now be bought with Yuan is the one push America never needed and never really could handle. With Saudi Arabia about to launch their own version (in English) of Al Jazeera will mean that advertisers have an alternative to Fox and CNN and when that channel branches out to Indonesia, Egypt, Bangladesh and India, the numbers will vastly surpass 500,000,000 viewers. In this I didn’t even consider Pakistan at present. As such where do you think Advertiser will go? America pushed the wrong buttons for years and now their birds are roosting in other nests. The third is also Reuters (at https://www.reuters.com/markets/us/yellen-warns-us-default-would-threaten-global-economy-undermine-us-leadership-2023-05-11/) giving us ‘Yellen warns US default would threaten global economy, undermine its leadership’ where we see “U.S. Treasury Secretary Janet Yellen on Thursday urged Congress to raise the $31.4 trillion federal debt limit and avert an unprecedented default that would trigger a global economic downturn and risk undermining U.S. global economic leadership” in this I personally believe that the US hasn’t been a real economic leader for some time. It started just before the age of Trump as the US learned that they could no longer afford the things they were doing and now these accounts are all coming up empty all at the same time. So at the end we are given “Yellen said Republican brinkmanship on the issue amounted to a “crisis of our own making” and that just the threat of a default could lead to a downgrade of the U.S. government’s credit rating, as occurred during a debt ceiling fight in 2011.” I personally feel that this is totally bogus, the issue was overspending and both sides of the isle were doing that and both sides were doing that. In addition they alienated the one player who was loaded, the rich relative was made a pariah and that didn’t sit well with that relative. This is why I approached them with my IP. I feel better when someone with the cash pays for my IP than the fakers who have a maximised credit card, implying I would be without cash for too long whilst they walk away with my multi billion dollar IP. I will not allow Microsoft anywhere near it, as such I would have no issues selling it to Tencent Technologies (with a few attached clauses mind you). And I have reason. A clear solution that could have given Google and/or Amazon billions was shunned by them giving me the excuse to go wherever I needed to go to get my golden retirement. And they connect. You see, they are all about contracting economies, all whilst innovation will go where there was no one and in my case in several cases there was no one, only in one case there was someone (Gucci), but they are only on one side of one IP I had and I had several other venues connected to it, optionally to android phones as well. And you see that same issue here. We see ‘raise the debt ceiling’ whilst 4 presidents did not stop overspending, it was not an issue and now as they lose tens of billions in industries that are all headed for China, they are all up in arms with “Yellen wants G7 debate on restricting investment to China”, just like the Huawei issue and we never were EVER given any evidence regarding Huawei. That is the effect of a bully who lost whatever innovation they had to players who were truly innovative and now they are running out of time, they are running out of fairway and they have nothing left. Two elemental parts were ignored for too long the first was overhauling their tax system, the second was overspending and in 2011 the point of no return was reached, both Democrats and Republicans worked together in making that happen and China merely waited for it to collapse and that is now about to happen. Will there be another raise? I cannot tell, but this is not enough, after this one another one will come and that is how this game is being played, almost like bluffing in Omaha poker, the issue is that bluffing is too dangerous and can often fall flat, for someone to think that they can bluff for this long is a new level of delusion. 

No matter what, we are about to find out how much longer the US can play that game and they returns to the stage of tax the rich, another delusional setting, which by the way works out well for Monaco, the Bahamas and Dubai to name but three where the retiring rich could go to actually enjoy their cash. 

Enjoy your day unless you have a PacWest Bank account, at that point you are decently screwed at present.

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