Tag Archives: Japan

Counterpart of the equation

I saw something this morning that made me giggle. The Sydney Morning Herald (at https://www.smh.com.au/business/banking-and-finance/trump-sues-america-s-biggest-bank-and-its-billionaire-ceo-20260123-p5nwep.html) gives us ‘‘Blacklist’: Trump sues America’s biggest bank and its billionaire CEO’ where we see “President Donald Trump sued JPMorgan Chase & Co. and its billionaire chief executive officer, Jamie Dimon, for at least $US5 billion ($7.3 billion) over allegations that the lender stopped offering him and his businesses banking services for political reasons.” Like a toddler crying that mommy isn’t giving him a popsicle. I personally believe that there is another reason, but that is not how President Trump flies. No, his ego isn’t ready for that yet. Although should the EU collectively dump the US treasury bonds they have he will cry different tune. I was aware of the danger for over 12 years, but David Kelly at JP Morgan gave us (around January 9th) that the USA is going slowly broke and the tantrums that President Trump has been handing out all over the place doesn’t help. Tourism down, Commerce down, services basically gone and that list goes on. So as I see it, what was ‘defined’ as “going broke slowly” might not be so slow anymore. And now we suddenly see that “the lender stopped offering him and his businesses banking services”, I have my doubts. You see, when a customer comes in one bank and that bank states you aren’t welcome anymore that person should state “I’ll take my business across the street”, the fact that President Trump isn’t doing that shows a much larger play that he is preparing for. You see, when the American economy implodes he needs to have all his fish on land. First there was the BBC, then The New York Times and Penguin Random House and that list goes on, as such there is more than a ‘theme’ going on President Trump sees what is coming and he wants to sleep in utter luxury but as I see it, whatever he has in America would become cannon fodder overnight. And for me it is optionally great. When certain players see what Microsoft, Amazon, Google and a few others left lying on the floor. The optional come in (I personally hope Tencent will be among them) as such (as I personally see it) the station of utter BS given to us all by the American administration where I particularly like the quote given to us by Scott Bessent “the U.S. is unconcerned by Treasury sell-off over Greenland and calls Denmark ‘irrelevant’” and the was for $100 million, but the EU has over $2.8 Trillion and that will require a very different response, but as I see it, no one is ‘handling’ President Trump, to the chance of Europe dumping whatever bonds they have is becoming considerable. Then there is the offshoot that Japan will dump the $1.2 trillion bonds they have and vice versa. Should Japan dump whatever bonds they have as the setting for Japan is seemingly more dire than they ever faced, Europe is sure to follow. So as I see it, the American Administration is roughly in a tough spot. As I see it, President Trump pushed for the visibility that JP Morgan Chase is gaining partially due to the underlying setting of David Kelly. What a tangled web we weave ourselves, innit?

So the first question I have for myself is “Could I be wrong?” The answer is yes, definitely. But ask yourself, why does President Trump go for the suing procedure when he could have taken his business across the street of Wall Street towards Goldman Sachs, Bank of America, Morgan Stanley, Citigroup, Barclays, UBS, Deutsche Bank, Evercore, Lazard, Jefferies Group, Wells Fargo, BNP Paribas. With that many banks with service in the offering, why take the ‘suing’ route? Political ‘discord’ has existed in financial institutions for decades. As such my path makes a lot of sense (is it enough?). And as it was JP Morgan who alerted us to the ‘broke’ setting the path of suing makes also sense. It comes across as “I warned you not to illuminate our desperate standing” even though I already saw this setting come to the United States in 2013 and the path of Venezuela and Greenland merely sugarcoated the desperate setting the United States is under. For that matter, when this is brought to light be decent journalists the rest of the financial media is pretty much done for. I saw as a non-economist what these overpaid people did not? It will be less then a month when others start screaming the names of the involved stake holders. As such it will be quite the parade and the United States? I reckon that as their infrastructure will implode, it will face a full scale civil war like the Netherlands faced it in the hundred year war (it was part about poverty, hunger and the plague, it went from 1337 until 1453) it wasn’t a complete staged war, but several battles in a short term and it was the daily setting for close to 5 generations. That is what the United States is looking towards and with the weapons we have now, it will be a lot shorter, but the deaths will be on an increasing scale. And as I see it, President Trump sees what is coming, and with the friends he has, he needs to be certain he gets the amount of money so that he can outlast three generations and there is not much place for him outside of America, so he needs to be certain that he gets what he believes he is worth, the best he could hope for in Russia (pretty much his one ally) is a two bedroom flat somewhere in the MKAD (Moscow Ring Road) is pretty much all he can get and as such he needs another option. Perhaps he will go the way of Escape from New York, where the entire island of Manhattan becomes his personal prison, population 3. It isn’t realistic, but any person can dream can’t they?

So whatever the real reason that gave JP Morgan and Jamie Dimon got them their ‘blacklisting’, I have questions and I have doubts. Suing is just so over the top. What would happen if I sue Telstra in Australia as they didn’t want me as a business customer? No matter how valid their reasons were, Australia has Optus, Vodafone, NBN, Aussie Broadband, Superloop, Dodo, Exetel, Swoop, AGL, Origin and that list goes on for a while. The entire America settings feels wrong. And that is merely my view on the matter.

Have a great day today, it’s Friday (yay).

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A call to arms

That is at the foundation of my thinking. When I saw the news ‘Trump threatens new tariffs on countries opposed to Greenland takeover’ (at https://www.bbc.com/news/articles/c9qpy952xvno), Al Jazeera gave nearly the same news, something cracked in me. I became agitated and as such something has to be done. We can threaten with arms, but my skill (beside a marksman) has always been my insight in data. And as Such I am calling the following persons to active duty of a sort.

There might be more, but they would fall under the ‘all other’ mention that the US Treasury has, it would be nice if China and Japan would stand with the EU and Nato, but they have their own ponds to worry about. But these people control $2.8868 Trillion in US Treasury bonds and with America now threatening those who stand with Denmark and Greenland with tariff sanctions, there comes a need to show that man who has the power and it is not him. As such I am kindly asking these people to sell (or dump) all the treasury bonds they have and give President Trump a decent headache of nearly 3 trillion dollars. 

I reckon that he will sing a very different tune soon enough. The entire setting of ‘national security’ is just an excuse for something else and I have voiced my concern more than once, but in this case it is a simple setting of “President Donald Trump on Friday threatened to place tariffs on nations that do not go along with his ambitions to annex Greenland.” And I feel for Denmark and as such it is time to turn the play around, because with additional trillions, America will get a new severe headache. One that they cannot run from because they never controlled their spending habit. I agree it is a bit much, but seeing that most of us are being made redundant whilst we see this happening and the media is going along with whatever story they are handed from the power players I a little bit too much for me, and as such I propose this solution. 

Perhaps this will wake up the American Administration into playing nice, there is only so much we are willing to accept. So have a great day, it is 05:30 here now and I am currently done with sleeping. It sucks to be me.

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Consideration or realisation?

That is at times the question, because I was ‘informed’ of something I didn’t know (mostly because I don’t care) but it does set a different tone to other matters. We already knew that China is ‘market’ leader here, Some might have seen quotes no unlike this one “By the early 2020s, China accounted for roughly 70 percent of global rare-earth mining and more than 90 percent of processing and finished metal” some have seen this before and I am not vying for accuracy on this. I’ll accept it as is. So as America is so on the ball towards Greenland, the news I saw today has me stumped. We get from Discovery Alert (at https://discoveryalert.com.au/rare-earth-processing-saudi-arabia-2026-strategic-partnerships/) less than 12 hours ago ‘Saudi Arabia’s $1.5 Billion Rare Earth Processing Joint Venture’ with the added “The global rare earth elements sector stands at a critical juncture where supply chain concentration has created strategic vulnerabilities for advanced manufacturing industries worldwide. As dependencies on single-source processing capabilities intensify across defense, aerospace, and renewable energy sectors, alternative processing hubs have emerged as essential infrastructure for maintaining technological sovereignty. This analysis examines how new joint venture in Saudi Arabia for rare earth processing initiatives are reshaping market dynamics through strategic partnerships that leverage regional industrial advantages while addressing critical minerals energy transition needs.” Why would President Trump want to wage a losing war on the EU over Greenland? It is not national security, it seemingly is not about the rare earths, depending on what Greenland has and it does have diamonds there, but how much of that 3D carbon structure is there, I don’t know. And when the article comes to ‘Key Partnership Structures in Saudi Rare Earth Development’ we might get a clue. The agreement gives us: 

So is that it? You can see the roundup at https://www.criticalmetalscorp.com/projects/project-tanbreez/ and it gives us “The Tanbreez Rare Earth Project is an advanced, permitted asset poised to become a cornerstone in the global supply of rare earth elements (REEs) for North America and Europe. Positioned to deliver a sustainable, reliable, and long-term supply, this world-class project is set to meet the surging demand for critical minerals essential to national security, advanced technologies, defense systems, and the green energy transition.” Would it be THAT simple? The United States doesn’t want to share and doesn’t want Europe involved, so it does this? It gives my “America is broke” setting additional value, but does any nation want to go to war over this? It is an unspoken setting towards governmental greed and as far as I can tell the media is seemingly completely stumped on this. Now if these two sources are bogus, so is the mindset on this, but the second source has a whole range of ‘likable’ people completely with LinkedIn settings. As such how could the media have failed us all to this degree?

The second setting is Discovery Alert, if they are on the up and up or not. And it would be a fair question to ask this, but I have no idea and something this juicy I set in my blog. There is always the setting that they are the bamboozlers as such they can deal with the fallout that the Saudi government gives them as well as the Department of Justice. I am pretty sure that the White House is detesting to be used as a punching bag for any kind of media. 

But what if it is all true, how defining are these two documents on how broke The USA really is? Well first there was the debacle about the 51st state (Canada) and how great America’s healthcare really is (I still haven’t stop howling on that one as Canada’s healthcare is vastly superior), we then get all kinds of other reasons and Canada merely looks around and makes larger deals with Mexico, Seemingly the UAE, Europe and now China. So as I see it, Canada is coming out on top and the USA has a dwindling revenue setting. Then we get the Venezuela oil setting where the oil tycoon’s in the Unknown Settings of Avarice are bailing out as they don’t have the stomach to do this over there. I was of the mind to set up the refineries in Texas and ship all the crude to Texas for processing. It gives Texas the jobs, it gives America the revenue and you merely waste 2-3 tankers which will require intense scrubbing, but that is my oversimplified setting here. And after that we get the Greenland setting where ABC reported 10 hours ago ‘European troops won’t change Trump’s ambition for Greenland, says White House’, as such the question becomes is America that broke or is there something else going on? The two settings clash as I see it and as I see it, there is an unknown factor in the works, because no one is so mentally so unstable to take on Europe, especially as Europe is holding significant amounts of U.S. Treasury bonds (over $3 trillion in total debt, including the UK), viewing them initially as safe investments, but recent geopolitical tensions, especially regarding potential U.S. trade or foreign policy shifts and when Europe dumps those treasury bonds, the US debt rises to well over 40 trillion, because they cannot survive that setting. It will result in Japan and China dumping their bonds as well and the economy that the White House thought they had evaporates like snowflakes in a volcano. You can see that in action in Iceland, and they have a few other examples where snow evaporates really quickly. So I have to wonder as a non-economist, what am I not seeing? What more is there and what is the media keeping hidden (through embargo or other means). I wonder because I just saw a part being raised that I never considered before. I always keep in mind that I am missing something, but this is something the media should have reported on and I am not seeing anything on this. And come to think of this, why would someone mess with what is called “to deliver a sustainable, reliable, and long-term supply” I am grasping at straws here at present, because no-one wants a war with America, they won’t win but I have friends I Europe and It might be nice if they outlived me. And for that matter, my financial setting will not improve if the US dollar collapses because that is now also in the works.

Have a great day, it is almost Saturday brekkie time (in about 13 hours), so see you all for my next blog.

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Fear is key

It sounds like a clear setting, but you would be wrong. The added ‘evidence’ is actually a lot worse in many regards. I saw the ‘presentation’ and I was on board as I documented part of this over the last 12 years. I saw what was coming and now I see that I was more than correct and it scared me a little. 

So, it started when I saw a title, nothing more than that. The title ‘Why BlackRock Just Moved $2.1 Trillion Out of America (And What It Means for You)’ intrigued me, because when the words ‘Blackrock’ and ‘trillions’ are mentioned in one and the same sentence there tends to be some kind of fallout. Yes, I am always willing to sell my IP to these people and considering that one of them gets the over 6 billion a year (that’s for starters) with an outcropping towards 15 billion, so I am definitely eager to sell to them. 

But I am getting ahead of myself. The video is well worth the watch and you should watch it, because suddenly my 13 years of being called a ‘useless doom speaker’ is now the setting towards me being something of a trendsetter. Perhaps trendsetter is not the right word. A recognizer of instigation might be a better phase and remember (if you read my previous blogs) that I blamed the media on several settings for NOT informing you. This Youtube video shows you that this had happened before and the media should have been on top of this. They were merely hiding the facts for you and now that we are completing the third stage of a four stage cycle, we, mainly America has run out of time. Several parts are out in the open. The actions by Japan and Saudi Arabia should get your heart into overdrive. And as we are facing the final settings towards the fourth cycle time will be finished for all of us. I am fortunate that I have skillsets, so I might get out of this without too much damage but millions will not. And whilst everyone is blaming President Trump, beware. He might have accelerated things, but he is nowhere near guilty of the larger parts. Yet the headline ‘BlackRock Just Moved $2.1 Trillion Out of America’ should make you very nervous and next to the actions of Japan should get you scared beyond believe. Anyway the YouTube video (at https://www.youtube.com/watch?v=7iHuk5G1h-I) gives you the goods. The video is 25 minutes and they will be the best 25 minutes of 2026 (at present). So watch and learn/consider what is at stake. 

Now, any making the claim that this is a false video beware. I watched parts of this fourth cycle going into action and I grew up in the Netherlands I knew, but I never thought or was taught in school that this was part of a larger setting. But the setting that a 10 trillion company is moving over 20% out of America should worry you and that is before you consider what JP Morgan gave you in the last two weeks. The picture is forming and the image is a lot less friendly than you imagined and this is before you consider the setting that I have been telling you from 2013 onwards. And the economic boffins in the media didn’t know? You have been had and were presented a digital sleeping drug whilst the powers of money were quietly removing their handle on a breaking currency. A setting that was mathematically known. Although I didn’t know that until I watched this video. Today I learned a lot about how treason imbued the media really is. 

Should you doubt that too, which its always fair, never just take my or anyones word for that, read up on what I have been telling you and penally I now realise that life in China, Saudi Arabia or the UAE might be the next stage, because when this collapse happens in the next three years, anyone with dollar settings will lose whatever they have and as I predicted this (before I saw that video) American infrastructure is on route to the largest collapse in financial history.

Have a great day and feel free to to look into my stories and make up your own mind, because I always advocate never ever take anyones word without checking that, even my views. Tomorrow I’ll look at a setting I covered in 2025 but another view is essential.

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The rage is real

I saw a message on BBC (at https://www.bbc.com/news/articles/c4g0zg974v1o) which made me a lot angrier than I am willing to admit to. A mere 8 hours ago we were told ‘‘We need Greenland’: Trump repeats threat to annex Danish territory’ and I get to the rage in a moment. But the media (the pussies they seemingly are) are merely ‘reporting’ on this. We are being told that “the US president said “we need Greenland from the standpoint of national security”.” We are also given “Trump has repeatedly raised the prospect of the semi-autonomous Danish territory becoming an annexed part of the US, citing its strategic location for defence purposes and mineral wealth.” It is the ‘mineral wealth’ that America needs and Wall Street can see the end of their markers, so they are keeping more quiet than a church mouse during service. We see that the Orange Bully Baboon of the Usurping States of Avarice is making his case, but the truth of the matter is, that truth that the reporters are never digging into is that America has a debt of 38 trillion (aka $38,000,000,000,000, I hope I got that part right) as such EVERY YEAR needs to come up with $1.5 trillion dollars (aka $1,500,000,000,000) in interest. That is before the pay off of the debt starts. That is plain ‘profit’ for the banks. So, remind me, what do you do to your child when he spends 90% of his annual allowance on day 1?
It doesn’t end well and now Europe and the Commonwealth have a nasty job, because America is not doing anything.

As I see it, the best setting is to impose isolationism on America. We have better travel destinations (Europe, UAE, Japan) we can impose more tariffs (the Orange Baboon apparently loves those) and we can stop buying all goods ‘made in America’, ask the Canadians how to do that. And we need to do this now, before that idiotic White House comes after Canada again. They think they got away with Venezuela and it is not over yet. As such the need for cash increases in America, as such they are now going after Danish territory. They are running out of time. And my thought are that Europe and the Commonwealth knock on the doors to China trying to make a better solution. When American goods are rejected, places like Huawei will readily open the doors. And don’t come to me with OpenAI and AI is the future. AI doesn’t exist yet and at present OpenAI is losing to Google, so there is that. 

Soon these larger players will have to chose between America and the rest of the world, the simplicity of 340,000,000 consumers versus 7,860,000,000 consumers. I reckon that these players will readily move their HQ to a European or Commonwealth location. And whilst the isolation begins America is now forced to go on an all out war or dwindle into irrelevancy.

That is not a bet I want to make, as such the Commonwealth and the EU need to arrange a setting through BRICS or directly with China to make this happen.

And for those who think I am overreacting, consider that President Trump said “Trump has claimed that making it part of the United States would serve American security interests due to its strategic location and its abundance of minerals critical to high-tech sectors.” And as the King of Denmark married an Australian, Australia is (as I personally see it) ready to go to war in defense of Denmark. And as that setting evolves, the Commonwealth will realise that they are not safe until America is dealt with. And I have no sympathy for America at present. I predicted this evolution in 2013. I will admit that I did not see America stealing its revenue, but that is merely on my own limited creativity. 

The setting is almost too clear, get rid of America or drown in their lack of spending control. I don’t think it is much of an equation to look at and in that second degree the EU and Commonwealth needs to start banning the American media as well. See how that goes when the advertisement money start falling short. I reckon that this might be the most effective of all bans. When the media can no longer get the digital dollars from outside of America, they will have to turn on America and that at present is not a good setting to be in. So whilst some laugh at Kate Miller and her map of Greenland doused in the American flag, some will see the danger of this and I reckon that several parties are already in contact with Beijing at present (phone: +86 10 8562 2709)

So how is that a solution? Well as I see it, there is only China now to stop America and the world needs a safe space and China might solve that problem and this is only needed for about two years. Then Wall Street and the American economy dissolves into nothing and America becomes a place for money vultures. I reckon that places like the Smithsonian will auction off what they have to get by the first year, but after that the new interest invoice is due and there won’t be anything left.  This reminds me of a story about a salesperson wanting to avoid hell, so he promised the devil an annual increase of 100% souls of his monthly quota of 100 souls and the devil agreed. So the salesperson feels happy and he is returning to his old life, but that is where the other side of the coin comes into play. In year two he is due 2400 souls, year three 4800 souls and it goes on, but the devil is a decently patient soul, because the sales person would have to surrender 5 billion souls in 24 years, more than the population of the earth at that point. The moral of the story? Don’t ever make a deal with the devil. There is no way to win.

And as I see it, the banks work in the same way, hence the problem that Wall Street shows itself to be. So what deal was there to be had in that field? Nobody was looking there were they? So the rage is real, I cannot get a decent deal in my life and the bullies get it all, so I wonder what we were doing in the first place. Have a decent day today.

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Cracking on the down

That is at times the setting, but it is not always clear. As I personally see it, it has nearly always been clear as glass, but the ‘powered that could be’ doesn’t want to hand over any of the greed it can get, and as a result people get scammed. So I have a few issues with the Reuters article (at https://www.reuters.com/investigations/meta-created-playbook-fend-off-pressure-crack-down-scammers-documents-show-2025-12-31/) and as we read its headline ‘Meta created ‘playbook’ to fend off pressure to crack down on scammers, documents show’ we might think that this giant (aka Meta) is the cause of it all, but that isn’t exactly true. To see this we need to look back the last half century, slightly before Meta (then known as Facebook) was born. So as we are given “As regulators press Meta to crack down on rogue advertisers on Facebook and Instagram, the social media giant has drafted a “playbook” to stall them. Internal documents seen by Reuters reveal its tactics, including efforts to make scam ads “not findable” when authorities search for them.” We are shown a half truth that I see as a near blatant lie. You see, in 1961 a man named Luther Simjian came up with the father and mother of the ATM. An experimental Bankograph (as they named it then) was installed in New York City in 1961 by the City Bank of New York, but removed after six months due to the lack of customer acceptance. But on 27 June 1967 it was reintroduced by the actor Reg Varney as a push to control people pressure at Barclay in London. Think of this as the starting point. As security was upgraded, most security was still set to older concepts, they were not bad, but it all comes from this point. And as the law was set to this setting, it fell behind fast. As such things like Two-Factor Authentication are still concepts to be implemented in banking and auto banking and beyond. So as Meta and others are trying to make the sale of advertising ‘easier’ scammers are really happy to bank in on such opportunity. 

Consider three points, the advertiser, its payment and its location are three separate issues, whilst the initial setting is almost never confirmed as these players are set to ease of business and commerce instead of security of business and commerce.

And we see this in the article as “Meta, owner of the two social media platforms, feared Japan would soon force it to verify the identity of all its advertisers, internal documents reviewed by Reuters show. The step would likely reduce fraud but also cost the company revenue.” This is true, but the setting goes far beyond Meta and that is as far as I can tell not set either. So as Reuters gives us “Meta launched an enforcement blitz to reduce the volume of offending ads. But it also sought to make problematic ads less “discoverable” for Japanese regulators, the documents show.” Which bus likely true, but it is a larger field. If the EU, the Commonwealth and America keep shoulder to shoulder to “verify the identity of all its advertisers” we could actually get somewhere, but then the conversation goes into the direction of complication and such, the greed driven are ready to hand victory to the scammers. And as we are given “The documents are part of an internal cache of materials from the past four years in which Meta employees assessed the fast-growing level of fraudulent advertising across its platforms worldwide. Drawn from multiple sources and authored by employees in departments including finance, legal, public policy and safety, the documents also reveal ways that Meta, to protect billions of dollars in ad revenue, has resisted efforts by governments to crack down.” The setting that Japan is trying to overcome, the establishment of identity of advertisers become frightfully clear. And that costs Meta revenue, but it goes far beyond Meta, Amazon is likely to have similar settings and they accept that as the cost of doing business, but the people caught in-between are  settled with the bill of BigTech doing business. So as Sandeep Abraham, a former fraud investigator at Meta gives us “Instead of telling me an accurate story about ads on Meta’s platforms, it now just tells me a story about Meta trying to give itself a good grade for regulators.” We are being told the picture that regulators are part of the problem. In stead of the cold hard question “How is the identity of the advertiser established” the people are told a different picture. It would be regarded as Artsy, but not the truth. So whilst the world is ready to accept “The tactic successfully removed some fraudulent advertising of the sort that regulators would want to weed out. But it also served to make the search results that Meta believed regulators were viewing appear cleaner than they otherwise would have. The scrubbing, Meta teams explained in documents regarding their efforts to reduce scam discoverability, sought to make problematic content “not findable” for “regulators, investigators and journalists.”” The larger question on what happens when these fraudulent go getters get access to more finely trained DML/LLM solutions, to capture the wallets of millions more? That question remains in the background and soon it will be too late, because soon places like America will try nearly anything to keep their shareholders happy and that comes with additional cost of doing business. And that setting is given with “The playbook, as it’s referred to in some of the documents, lays out Meta’s strategy to stall regulators and put off advertiser verification unless new laws leave them no choice.” And again, the lawmakers are shunning their duty, not merely in America, but in Europe and partially the Commonwealth as well. And that is, as I see it, the gist of the setting and whilst we might want to blame Meta, the direct setting is that places like Apple, Google, Microsoft are at least equally guilty. So, as I see it, Microsoft could have done something years ago, but they were chasing Google, instead of becoming real innovators. They might have trailed, but at this point they could have taken a lead and as I see it, they did not.

So as we see Meta, no one is asking where Amazon and Apple were at that time. So how many scammy advertisements did they make way for? I don’t know the number and it will be less than Meta, but is it small enough? I fear not (a speculation on my side).

Oh, and before you think this was all new stuff, consider that I raised this issue in ‘Enabling Crime’ and article I wrote in 2017 (at https://lawlordtobe.com/2017/12/02/enabling-crime/) so this has been over 8 years in rotation, 8 years that BigTech and lawmakers did close to nothing and I was taught an issue like “Two-Factor Authentication” in University (aka UTS) in 2012. So it is over a decade where legal Impotency is shown. It was in the trend of non-repudiation where you and you alone could have set this in motion. The law seems uneasier to bind itself and tech doesn’t want to be bound by this. So as I showed close to 13 years of inability to do something about that setting we are given a slightly different setting, not an incorrect one, but one that is slightly larger than anticipated. 

So I wish you all a good day and a lovely time enjoying coffee (I just had mine). Those lazy bastards in Vancouver are likely snoring the night away, it’s half past midnight this morning there.

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Big in Japan

It is not a song by Alphaville, they did that in 1983 I believe. But a few months ago (May 4th, at https://lawlordtobe.com/2025/05/04/the-nature-of-things/) I raised a setting that gave us “Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.”” I had Axios and a few other sources. And that was all there was to it, the news simmered down and the news was forgotten, except that is why I have my blog. I don’t tend to forget things. So when I got the news a few days ago I saw a YouTube video that Japan was dumps its US bonds. A fear that many have. And I started to seek that news from more reputable sources. Most had nothing, but (at https://medium.com/@nationalgoldgroup/japan-is-dumping-us-debt-and-americans-will-feel-it-31ec6a1f3870) But Medium gave us ‘Japan Is Dumping US Debt — And Americans Will Feel It’ but that is all there is. Now, I would be hesitant to give this out, especially as the Financial Times and the WSJ have nothing on this, even the Japanese Times (an English version) has nothing. So what gives? Are these doom speakers? Because that news would be grim for America. They give us “That’s basically what Japan has been doing with US Treasuries since the 1990s. They’d print Yen at 0% interest rates (basically free money), convert it to dollars, and buy up American debt in the form of US Treasuries. Then they’d sit back and collect the interest payments. This strategy pumped trillions of dollars into global markets over the years.

And more importantly, this arrangement made everything in America artificially cheap.” But as we see the next bit “suddenly, the cheat code stopped working. The math that made the carry trade profitable for 30 years just flipped upside down. Japanese pension funds looked at their spreadsheets and realized they were losing money on US Treasuries. So they started selling. Billions of dollars worth. Every single day. Imagine you’ve been lending money to a friend for years, making a nice return. Then one day, you realize you could make better returns just keeping the money in your own savings account. What would you do? You’d ask for your money back.” So, is this true? America could ask Mark Carney as he is an excellent economist, but there is a chance he is not taking their calls. What surprises me is that all the media is silent on it. But 2 days after my article, on May 6th we got “If Japan sold massive amounts of US debt, it would very likely spark a massive Treasury selloff. Treasury rates would in turn sharply increase, making it more expensive for Washington to borrow and freaking out investors along the way” (source: CNN) but at present, these YouTube and their allotment of ‘financial show’ jokers are seemingly doom speaking, because as I see it, this is all it is. The problem is that doom speakers tend to make others jittery and China has over $700 billon of those puppies. The Medium ‘knowledge’ comes from the National Gold Group and I am not setting any value on that, but the fact that the ‘set’ financial newspapers (Guardian, Wall Street Journal, Financial Times) have nothing on this, they do not even debunk that news. So I am looking at the playing field with a dim look (as I have an absent economic degree). And I am not joining any doomsayer on their doom binge. But YouTube has a few more sources and they are all dancing around the setting, like they ant to refer to news they had given, but they are not giving it. As I see it, if it isn’t in the newspaper (online or not) it doesn’t exist, but the news is a little unsettling, because if Japan goes, so does China soon thereafter and America has 2 trillion in US treasury bonds that no one wants. So, what do you think that does to the American economy? I reckon that China likes the idea, but it doesn’t want to start it and that is where Japan comes in. Is it real? I honestly do not know, but I do know that after the shenanigans America did to others, there is a hidden glimmer of fun to several people should this happen. So I have concerns on this, but I am adamant in saying that there is no verifiable setting that this is actually happening at present. And I feel strongly about giving this additional message.

I will report on happening, not create fictive settings that start something.

Have a great day, it’s fish day here now. I might go for some today. So, make sure you find a reputable source if you are going to be panic stricken because anything else might cost you a lot more than you think and in case of doubt, Ask the former Marky Mark of the British Bank (at +1-613-957-5555) he knows a lot more about this than I do.

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Never out of mind

That is the setting. I saw a trailer (I thought it was an AI fluke) but it had the stars and it reminded me of an old game. Wacky Races on the Dreamcast. I thought it was brilliant. SEGA had a competitor to Nintendo’s Mario Kart. Now, I have nothing against Mario Kart. I loved it on the N64, I also loved it on the Gamecube. And when I get the Switch 2, I will love it again. But the setting was that Wacky Races had an approach to counter whatever Nintendo had in those days. Wacky Races was it and as I loved the cartoon, I was instantly hooked. So I was surprised that Sony never bought the rights. So I don’t know what happened to that setting, but at present and especially with the movie apparently coming, Sony has a renewed option to get that title on their PlatStation systems. 

The game had several nice touches and the fact that every car had its own options, makes it a setting that will give renewed replayability. Set the game to several settings and as the game is played on ‘real roads’ the setting could get its own new lease of life. What is better than play your favourite character racing route 66? And that is merely the beginning. The cartoon gave us hilarious settings and that reflects back on the game and even now as this setting is transposed this game could have multiple settings. The famous ‘walks’ could now be the setting of Wacky Races. The St. Frances way (Florence – Rome), the Camino de Santiago walk (Saint JeanPied de Port to Santiago de Compostela) then there is the Nakasendo trail (Kyoto – Tokyo) And not to forget Lands end to John o Groats over the length of the UK. Now we can make the most of it and make it a cartooned version and we can add more. A setting never shown before and as I see it, you can race it eleven time. There were the Boulder Mobile, Creepy Coupe, Convert-a-Car, Crimson Haybaler, Compact Pussycat, Army Surplus Special, Bulletproof Bomb, Arkansas Chuggabug, Turbo Terrific, Buzz Wagon and who could forget the Mean Machine featuring Muttley. 

A wacky race and as the game gets more and more traction Sony could add its own set of tracks. There is no limit to the setting we could add and Sony had an advantage for the longer of times. There is even an option to add the Iceland ring road to these tracks. The quality of Deeper Machine Learning is almost perfect to add these tracks to their arsenal and Google Maps was kind enough to add these rides to the spectrum and now they only need to set the filters to adapt the tracks to a more cartoon setting. Was it that hard to think out of the box? 

But without fail there is always someone who can do better than me, that person (preferably at Sony) merely needs to raise his (or her) hand and start the setting and now that there apparently is coming a Wacky Races movie in 2026, there is an added reason to take up the baton of crazy gameplay on the PlayStation. There is of course a need to put it on the streaming systems too (Amazon Luna and whatever Tencent has). A setting we tend to forget about but the time is now to make that dent in the competitors. Should you see the need to add to this, my advice is to take a serious look at Fur Fighter (Dreamcast), the Playstation 2 made a mess of that game. Two titles and they were largely ignored. And with the stage of original games at a all time low, the need for quality gaming is now and the stage of these walks are a new ride, that besides the stage that you could also add tracks to this, perhaps Monaco, Francorchamps, Le Mans and a few other tracks like Daytona and the Gold Coast track. All options overlooked and now there is a larger setting to make it work.

Have a great day and when you go for coffee today, outside of the gaming world we do have speed limits, no matter how desperately you crave your coffee.

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The dams are cracking

Yes, that is the setting I saw coming, but there is always ‘space’ for interpretation and at present we see two stories that seem to illustrate this. The first one is given by the BBC (at https://www.bbc.com/news/articles/cly17834524o0 where we see ‘Tech billionaires seem to be doom prepping. Should we all be worried?’ It is a question to have, but what does the article ‘bare’ out? It is not that basic or simple. First we are given “Mark Zuckerberg is said to have started work on Koolau Ranch, his sprawling 1,400-acre compound on the Hawaiian island of Kauai, as far back as 2014.” So, he had 11 years? Seems like overly ‘doom prepping to me’ (is this sarcasm or satire?) The additional setting is “The underground space spanning some 5,000 square feet is, he explained, “just like a little shelter, it’s like a basement”” which seems like the average floor of a mall to me. I think that when the ‘basement’ extends well beyond 1000 Sqft, we can ignore the ‘basement’ label and whatever it is, it is his to do. He might be buying up vats of wine or Cognac, whatever it is. It will be his setting. Then we are given “his decision to buy 11 properties in the Crescent Park neighbourhood of Palo Alto in California, apparently adding a 7,000 square feet underground space beneath.” So here again we get the ‘speculating’ media for the setting of a story. So he might have bought the 11 properties, but what happened to them? What evidence is there? He could have bought this for his nearest and dearest. There are many options. Then we get more ‘famous’ names and locations like New Zealand come up. Yet about halfway we get a clarion call (as the expression goes), we are given “Neil Lawrence is a professor of machine learning at Cambridge University. To him, this whole debate in itself is nonsense. “The notion of Artificial General Intelligence is as absurd as the notion of an ‘Artificial General Vehicle’,” he argues. “The right vehicle is dependent on the context. I used an Airbus A350 to fly to Kenya, I use a car to get to the university each day, I walk to the cafeteria… There’s no vehicle that could ever do all of this.” For him, talk about AGI is a distraction.” And as far as I can tell, I feel like Neil Lawrence does with an addendum, and ad the very end we are given ““LLMs also do not have meta-cognition, which means they don’t quite know what they know. Humans seem to have an introspective capacity, sometimes referred to as consciousness, that allows them to know what they know.” It is a fundamental part of human intelligence – and one that is yet to be replicated in a lab.” And it is part of what I have been saying all along. And we get the larger setting from a second source. It is SBS (at https://www.sbs.com.au/news/article/australians-living-in-america-anxiety/p88o60wos) that give us ‘Saving money and packing ‘go bags’: How Australians in the US are preparing for the worst’ where we see “But she says the attitude towards foreign nationals under the current administration has made life in the US feel “scary”. Kate says these fears were brought to the surface during her green card interview. “They grilled me in the interview and asked me questions not even related to our marriage but about my previous visa and time in the US,” she says.” As well as “Many Australians living in the US are reporting experiencing high levels of anxiety and feelings of instability due to the possibility of rapid political change under US President Donald Trump.

These are the settings that matter. In the first there is the BBC article that is making the ‘doom lecture’ but that is not the setting. When AI collapses like a near empty shell, people will all be tuning for their incomes and playing the blame game, but as we are given ‘Wall Street crashes after Trump announces 100% tariffs on China; $1.5 trillion wiped out’ consider what happens when all these AI ‘vendors’ fall flat, the damage will be more than 10 times worse, America loses 15 trillion. Can you even fathom that kind of loss? That will be the sounding implosion that leads to civil war when 90% of 340 million people lose whatever they had, retirements wiped out, other savings gone, they will get angry. President Trump will have to run for his life to air-force one as quick as his legs can carry him. Evading to Russia or anyone that will have him and his billions? Mostly gone, if not already abroad. Those who bought large mansions outside of the US are likely safe for two generations in France, Monaco, UAE, Bermuda, New Zealand, you name it, some will evade and this is the setting we see. I reckon that people in California will need high walls to keep others out, optionally armed defenses as well. 

Foreigners are now seeing the scary reality they signed on for and they are getting ready a ‘go bag’ to evade to wherever they can as quickly they can. Is this doom speak?

That is a valid question. You see, the AI setting is merely one, President trump soured the waters on tourism which is down in many ways and no reflective view is given by anyone in media. That amount of bad news they find likely ‘irresponsible’ and the media has no business using that excuse as they have been one of the most irresponsible parties ever. Then foreign retail. Canada pulled all the alcoholic beverages from the shelves in Canada. How much is that costing? One source (Source: Global News) gives us that the decline is 85%, that amounts to how much? These three settings is almost a certainty of recession and there is a lot more declines in the papers but the media will not give you the proper numbers. Several sources all giving different partially overlapping numbers. As such the economic dams of America are cracking. And they will lose a massive amount of revenue and while some will give some of the numbers. Most of us aren’t given the full view. I have some of the views as I have been keeping an eye on some of the numbers. But even I do not have the full view. So whilst some give us “The sell-off erased more than USD 1.5 trillion in market value from US stocks. Meanwhile, the cryptocurrency market faced record liquidations of USD 19 billion. This is the largest single-day figure ever recorded.” The part no one talks about is where are the billionaires set at? We see the wins of Elon Musk and Larry Ellison, but where are the other billionaires? How are they doing? And that disjointed Microsoft view.

Why the Windows maker?
That is a fair question. You see, they were all ‘heralding’ how good they were doing, but the shimmer in the shadows is different. We are given “Microsoft is currently losing money on AI development, having spent an estimated $19 billion in one quarter on AI infrastructure, with no significant revenue from it yet. The company also experienced a reported loss of $300 million in Call of Duty sales due to the Game Pass subscription model” all whilst Activision and Bethesda was bought for over $100,000,000,000 and that has an interest setting. They might be ‘offloading’ staff (over 9,000 according to some numbers) and whilst they and Adecco (firing into the thousands) are all set to AI, there is a hidden snag. When this falls short they will face a setting that is a lot more dangerous. People will not consider them in the future. So when the non-existing AI is set to the need of engineers it goes flat and when there is no one around (an exaggeration) to program your LLM, consider where your firm will be. ZDNet gave us “Microsoft’s CEO loves to talk about ’empathy.’ But everything that is coming out of Redmond these days is perilously close to turning the company into the Borg.” Basically a non-existent setting of people that cannot live in a vacuum and that is an additional side I never saw coming. I was focussed on Microsoft turning into an empty shell and when the substance is gone, the shell collapses. That is what I saw in Microsoft Games and Microsoft Office. It started in 2012 when their service devisions were no longer up to scrap and when support goes, so does sales and when we consider the over 100 billion for two companies its, whilst they weren’t making enough to even afford the interest on that, the picture of failure starts to evolve into a nightmare setting and sacking 9,000 people will not safe it. They are telling us now that AI is the future, but at present it does not exist and what does exist requires engineers (remember Builder dot AI?) It is a fictive setting that is showing up all over America and the ‘import’ people are seeing the cracks evolve and they want out as fast as they can. Which is good news for Aramco and ADNOC as they now get the choice of the litter, but for America it is bad news. So there is no doom speak. It is the returning story of a country who think it is too big to go bankrupt. I heard that story before (SNS Bank for one) then a few more banks and they are all part of something else. And America? Parts of America could be added to Canada and Mexico would be relieved to get Texas (the latter part is speculation) and that is the dangerous reality that others are facing. The question is what does it take to throw this around and whilst Wall Street is in denial. Others, those who can afford it, will be making a new household out of American clutches (like the non-tax countries mentioned earlier) also Saudi Arabia becomes an option, but the is reserved for the chosen few (and American Muslims of course). 

So am I delusional or do I have a point? I reckon that one of the larger issues (still setting) is how America deals with Alex Jones. Because if he gets his ‘blockage’ Americans will go insane, they will not accept that this Conspiracy theorist is allowed his fortune after he went after dead children (saying they were actors, who were not dead according to sources). I wonder where that will go, because as I see it, it will be the tinder spark America will be set on fire. At that point all bets are off and I reckon that most ‘New-Americans’ will run to the nearest airport. This might merely be my speculation and optionally a wrong one. But that is how I see it.

Beyond that, the losses that America is having and when all the numbers come out, the second stage is reached and whomever thought they had a retirement, they will all try to collect on whatever possible. 

It is a hard setting and I hope I am wring, because this collapse will fall over Japan and Europe pretty much soon thereafter. Connected currencies will take a massive tumble.

Have a great day, if that is presently at all possible. 

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The new axial

This happens, at times we need to remove the old axial and fit in a new one. As the axial grinds the roads it is up to the owner of the car of setting the pace of delay. And as present the dumb drivers are setting the decay of the axial rather high. And as such the car requires either fixing or replacement. At present the replacement axial comes with hidden settings. Some good and some unknown (at present). It started last month (pretty much yesterday), when we learned that Pakistan is offering its nuclear umbrella to Saudi Arabia and as the news give it to us, they accepted. There was an unknown to me (perfectly acceptable) as I illuminated yesterday there is a new setting for China and that is where I get another setting. One source gives me that it would allow the Hualong one PWR to be build in Saudi Arabia. I reckon that Saudi Arabia will opt for the Hualong two. That’s another few billion that will never make it to the US treasury. I opted the setting of defense and I still think that is valid. So as America is now losing Defence, tourism and media billions. America is no longer the ally anyone needs, because they are about to no longer afford anything and that is not the only setting we are about to see. You see, the three big ones are there, but there is also telecom (STG) and media (Al Ekhbariya) now about to get full global vision and as the Islamic population are about to get to 22% of the global population, they will be able to expand enormously. So who do you think will lose revenue? Wanna take bet on any American channels or telecom providers. (Personally I think Vodafone will become the largest loser) and that is not all. Some others are starting to see the folly they entertained for decades.

As the Jerusalem Post gives us (at https://www.jpost.com/middle-east/article-868103) we see ‘Hezbollah chief calls on Saudi Arabia to turn ‘new page, open dialogue with the group’ and we are given “Hezbollah chief Naim Qassem called on Saudi Arabia to turn “a new page” with the Iran-backed group and set aside past disputes to create a unified front against Israel, following years of hostility that strained Riyadh’s ties with Lebanon” to Qassem I would state ‘Screw that’, Hezbollah has been the Iranian tool for decades and as Iran is now out of bounds, Hezbollah need a new sugar daddy. I reckon that Saudi Arabia has no space for a limited thinking group draining billions from their treasury chests. Hezbollah made their bed and now they get to lie in it. Israel is probably the strongest they have been in decades. There are ruffles in Israel, but that is a local setting. Saudi Arabia was clever not to get involved. It is now about to become one of the strongest nations in the world. They are growing outside expectations and will do so for at least half a decade. The last thing they need is a expensive bothersome toddler. As for Hezbollah, they are losing more and more power. The attack on Qatar rattled everyone and it is expected that some will unite, not to attack Israel but to guarantee that they are not attacked. It is a premise anyone will respect. And as the Hamas leadership is buried under Qatarian buildings, Hezbollah is afraid, very afraid. And they should be. 

So as we are now seeing the New Arab (at https://www.newarab.com/news/other-arab-states-can-join-pakistan-saudi-defence-pact-minister) ‘Pakistan minister calls for Islamic NATO, welcomes Arab states to join Saudi defence pact’ with the text “Speaking to Geo TV in an interview late Thursday night, Asif denied any prior coordination with the United States regarding the agreement. It marked the first specific acknowledgment that Islamabad had put the kingdom under its nuclear umbrella. The two countries signed a defence deal on Wednesday declaring that an attack on one nation would be an attack on both. Neither country has responded to questions about what the pact means regarding Saudi access to Pakistani nuclear protection.” A setting that is perfectly sound. Pakistan will end up with a much larger seat on the table and as we accept the setting we see with ““Islamic and Arab countries have the right to defend the region and its sovereignty, just as other countries do. I don’t think anyone has the right to object to that, because we have our own will and know our borders and frameworks,” Asif said.” We see that Khawaja Asif the current defence minister achieves something that hasn’t been seen since since Pakistan had its Baba-e-Qaum (Father of the Nation) namely Muhammad Ali Jinnah. And the west just wasn’t looking. I say that this if this Islamic NATO works we should applaud it as it also takes Iran out of the setting of being the danger of the Middle East as Pakistan is its ally, it will not act against anyone else because f that setting and because of the danger it will place itself in.

A setting that is optionally one of the most intense one in this day and age. And as this evolves and China becomes the defence provider of choice to the larger Arabian community, the settings of America as a provider dwindles down more and more. I reckon the only option that Raytheon and Northrop Grumman has is to place a larger stage of its factories in Saudi Arabia (as it was invited to do around 2020) and that setting is all that America has at present. Its dumb idea of tariff and border restrictions pushed its allies away from America and as America is now realising the dangers it faces and the impact that these actions had will a massive impact. It is said that the largest trade partners were Mexico, Canada, China, Germany and Japan. So how are they feeling at present with the tariff joke? They represent $2.5 trillion before 2024, but where are they now? That is direct income into the American treasury lost and as defense spending and tourism is down, do you really think that the damage is set to a mere $12 billion, or is my view of $80-$130 billion losses 

I saw the weeks ago (and wrote about it) a lot more realistic?

And as some might remember the setting for 2023 where the STG bought towers in Europe, did anyone follow up on the setting of ‘Saudi Telecom considers possible offer for United Group’ months ago? So how is that going? 

Have a great day and as it is said in Islam As-salamu alaykum (peace be upon you), it will become the phrase for all to know from 2026 onward.

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