Tag Archives: Japan

September 4, 2025 · 13:19

Revenue ignored

That is the setting I see. It is likely that others do not see it that way and that is fine. I and referring to Ubisoft. I got their product AC Shadow last week. At present I can only afford it as a preowned game, that is life. But as it is one of the first preowned games I am getting in that way, I am now ‘devoid’ of the initial codes for cosmetic extras. That is fine, I get that these codes are not transferable. That is the benefit of the full game purchasers. However considering that this game was as such 50% cheaper, Ubisoft is also out of revenue. So, I am guessing that Ubisoft has the option to ‘reclaim’ additional revenue.

As such I now do not have:

  • Thrown to the dogs bonus quest
  • Claws of Awaji expansion
  • Yasuke Sekiryu Character pack

I am not complaining on this, codes are not transferable and I think that is fair, but then I thought that these codes might be optionally bought for $3-$5 after a while. So lets say that there is a delay to buy these codes by months up to 12 months. So those who bought the full codes get these ‘extras’ for up to a year and after that Ubisoft can get sales from these codes. It could bank them millions. Optionally you could earn them through the Ubisoft store for exchanging these Ubi-coins. That is up to them, but I reckon that this solution is something that could bank them millions. This is set to the dozen of so games they released and for the millions of people who bought a preowned game. I am actually surprised that no one bought this to the attention of that youthful young scoundrel called Yves Guillemot (apparently the CEO of that place). It is not that CEO’s walk away from revenue, as such I wonder why this was decided. I get that there should be an advantage to the buying population, but after 6 month or a year? I reckon that there is a case t be made for that revenue.

And that is after the setting where Ubisoft is walking away from millions. Ah well, some people can afford to walk away from that amount of money. What a luxury.

As I see it, there is now an additional reason to add a Japanese language model to the idea’s that I already spouted and Ubisoft has another reason to reconsider some of the ideas that re out in the open. And as I see it, Apple is dragging its feet as well. But then they decided to call themselves innovative people (lacking innovation that is).

Anyway, from my point of view AC Shadows is a magnificent product. I was a little upset by the 140GB is had to download and it took hours to do this. But then no one is perfect (almost no one).

So whilst you consider the impact of all that material that could now be downloaded to enhance your playing ability, consider the impact of all these games getting a second stage and what additions could now spice up their wallets in addition to issues they forgotten they had. 

Have a great day, Vancouver will join us in this Thursday in a little under 4 hours.

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August 25, 2025 · 17:14

Bewildered and confused

That was my setting at the moment. I am not in a rage, there is optional speaking nothing wrong done. But the list has a setting that makes me unease. I al referring to the BBC list of safe places given to me (at https://www.bbc.com/travel/article/20250822-five-of-the-worlds-safest-countries-for-2025) In this list Lindsey Galloway gives us 10 players running for the safest place in the world. The ten contenders are:

1. Iceland
2. Ireland
3. New Zealand 
4. Austria
5. Switzerland
6. Singapore
7. Portugal
8. Denmark
9. Slovenia
10. Finland

I don’t disagree, I don’t agree. It could be a valid list. In first Place there is Iceland. Very likely true and that list has three places I have seen and I felt perfectly safe in all of them, so I do not disagree with the list. My bewilderment is that the United Arab Nations are not there, both Dubai and Abu Dhabi are seen by a lot of people the safest places on earth. As such I personally see this list as a way to deter people to go to the UAE in 2025 and 2026. There is a personal setting that the top 25 should have been shown to give a more direct setting, but to give a top 10 and mention merely 5 of them is a way to play this game. And as I see it the BBC is playing a game. They are doing this in September? The year is pretty much over, that is when you consider to be UAE and Saudi Arabia out of bounds, as I see it we can haggle about how save Saudi Arabia is (I actually do not know this) but both these places have an absolute divine climate between October and April. As such I wonder why this list was produced. And with Singapore giving us 

“While Singapore’s conservative stance on LGBT+ protections limits some freedoms, with same-sex marriage still prohibited, social progress is visible through events like the growing Pink Dot pride festival. Many reported feeling safer at the rally this year than in past decades as younger Singaporeans push for more widespread acceptance.” I merely wonder why the UAE didn’t make the list. I am not saying this list is wrong, I merely wonder why this list is given and why it is given in this way?

If we have to be neutral in this setting then the other story linked in this list is:

Top 10 most liveable cities for 2025:

1. Copenhagen, Denmark
2. Vienna, Austria (tie)
2. Zurich, Switzerland (tie)
4. Melbourne, Australia
5. Geneva, Switzerland
6. Sydney, Australia
7. Osaka, Japan (tie)
7. Auckland, New Zealand (tie)
9. Adelaide, Australia
10. Vancouver, Canada

This list has a few debatable sides. The fact that Sydney scores better than Auckland, Adelaide or Vancouver is a rather large setting. Housing in Sydney is off the charts, whilst Vancouver and Auckland can give a much better setting, but that is me and I wonder here too why Abu Dhabi didn’t make the list. If affordability is depending on the price if housing (as it needs to be) Zurich could not be in a tied second place either. So why are these lists created and who is wondering what the BBC is up to. Is it catering to political powers and as such to the people who have money to make out of these publications?

It might sound like trivial small ‘bickering’ but in light of the massive opportunity that the UAE hands us all in tourism, this list does not make much sense. Don’t get me wrong. I do not oppose the list as it is made, I oppose the thoughts behind the lists (as I speculatively see it). If the list was a top 25 and merely a top 5 is discussed, I get that, but at present I wonder why this list was even created now (at the end of summer) and personally I have a hard time believing Slovenia made that top 10. Not when the UAE didn’t make that top 10, but that is a personal feeling. I have never been to Slovenia and as such I am not judging, merely wondering out loud.

Have a great day and a safe day.

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July 7, 2025 · 14:41

Burning Bridges

This is the setting that Forbes (at https://www.forbes.com/sites/paultassi/2025/07/05/how-can-we-trust-anything-xbox-says-now/) gave me. You see Microsoft (always happy to get slapped around) gets the crooked eye from Forbes. The article ‘How Can We Trust Anything Xbox Says Now?’ late last night (might have been early this morning) and whilst I am always in the mood to slap Microsoft around, I do have an issue with fairness. As far as I feel it, I have decently slapped them silly on more than one occasion. Yet I have a few issues with this article. They aren’t lying, merely focussing on the wrong side of the dice. The dice states ‘six’, but we could assume the setting that ‘one’ fell, because that is what is below ‘six’ I a not telling you that six is the wrong number. But we tend to see the side of the dice that is up. Yet in early life I learned that randomization is an exact science (I couldn’t resist saying this), you see, the internet is full of dice games. And that is where the problem lies. You see a dice, you think a dice, but in automation, there are no dice. It is a random generator (overly simplified stated STATE(RANDOM(1,6)) and that is what you think happens, but if the result depends on settings and we get STATE(RANDOM(WhatWeSayLow, WhatMightBeHigh)) the numbers get fixed and that is what happens in gaming. This is not a gaming setting as Forbes gives us “After the launch of Hi-Fi Rush, Aaron Greenberg, VP of Xbox Games marketing, said: “Hi‑Fi RUSH was a breakout hit for us and our players in all key measurements and expectations. We couldn’t be happier with what the team at Tango Gameworks delivered with this surprise release.” The studio, Tango Gameworks, was shut down a year later, and was only saved by a third-party purchase.” You see, there are a few issues with this. The first is that it comes from marketing, a member drenched in wishful thinking (by order of his superior) and ‘advocates’ that setting. Then there is the setting of what happened in that year? Was the market wrong (undecided is a better term) and that gives us two settings that is merely the start. The setting had a future, because a third party scooped in. Then we get “During its FTC trial, Microsoft presented a diagram attempting to prove that it would keep Call of Duty multi-platform, a key point of doubt. The idea was that existing huge franchises like that would stay multi-platform. Some current IPs that Microsoft has bought would be released on other platforms on a case-by-case basis. Then there would be a classification of games, original IPs like Starfield and Avowed, that would stay exclusive to Xbox. While that’s true for those two games so far, this concept has now joined a statement from Phil Spencer: “I do not see sort of red lines in our portfolio that say ‘thou must not.’”” This setting is a little different. We should see a larger setting. Like, Microsoft never expected that its system would become the joke it has become. I merely raise the setting of 3 Sony’s (or 5 Nintendo Switch) to every Xbox series X, and it is about to get worse for Microsoft (Amazon and Tencent will be joining us soon and in bigger numbers). The market didn’t set the premise that some set their sights on. And the spin isn’t what it used to be. It seems to be the setting of the boy who cried console a little too often. And as I see it, the massive mistakes made aren’t small ones. Only last week were we given “Fable 4 will be released in 2026. An Xbox Game Studios update confirmed the game needed “more time,” pushing it back from its original 2025 launch window.” As such this game is now up to 18 months away. And the world is changing and Microsoft needs every penny it can get. You do remember that they bought $100 billion in IP and the return on investment doesn’t seem to be coming (at present). Now consider the setting that EA, Ubisoft and Bethesda all have shifted timelines and the larger IP deliverers now need a year more and that has got to hurt the Microsoft stage. It doesn’t matter what Game pass does. When the games aren’t coming you get the setting of a courtesan that forgot that it was the maids night out and all her laundry is still out to dry. That might seem like weekend lost, but Microsoft is looking to a lull of 52 weekends in a row. In the meantime Nintendo and Sony are making headway in games and the Microsoft gamers are feeling the pinch. A thought for Microsoft is to offer its population the series Halo and Fallout as free downloads, which might lessen the pressure (a simple but not essentially effective deal) as I see it, these two could lessen the pressure by an expected 16%-20% (up to two months) and it could be spread to one episode a week 8 for fallout and 17 for HALO, it wasn’t difficult, but it is a first thought. It might result in additional sales. Perhaps someone already mentioned it to Phileas Foggy Spencer, he can adjust even more red lines. 

So whilst Forbes is telling us no porkies, the article is missing a few items like time lines and as such the marketing impact. As Status Quo gave us in 1988 burning bridges is a state where actions that make it impossible to return to a previous state of a relationship. At least that was what I got out of it and it still largely applies. The consumer is a fickle beast and it adheres what tantalizes it and that is where the media tends to find its digital dollars. Cyberpunk got that slapped on its chest by adhering to the media in stead of telling everyone that the game will be ready when it is ready. Ubisoft got that with the first Watchdogs and the examples are legion (intended pun). What is on Microsoft that they didn’t have a stronger push for more games. Game pass is only good to a certain degree and when EA, Ubisoft and Bethesda lack releases, the console gets to be a pretty boring place. Microsoft is finding that out the harder way. And still the mismanagement issues do not stop (read: fuck ups) as we are also given “Now, in this latest story, reports have emerged that Phil Spencer “couldn’t stop playing” a new MMORPG codenamed Blackbird from ZeniMax’s Elder Scrolls Online team and was incredibly impressed with it. That was in March, and three months later, Blackbird was cancelled this past week.” In this the fuck up is plural. When he can’t stop playing a game it should be ready, as such when it gets cancelled three months later the question becomes “What on earth are you playing?” You see, when it is an MMORPG it needs to have systems in place and when something like that gets cancelled three months later it can’t have been any good (or so I personally think). 

And in addition we are given “In the same batch of cancellations, we had Everwild, where after a recent visit to Rare, Spencer said: “It’s nice to see the team with Everwild and the progress that they’re making,” Spencer said. “It has been [a while]. And we’ve been able to give those teams time in what they’re doing, which is good, and still have a portfolio like we have.” That was in February, and Everwild was also cancelled last week.” So what was Spencer doing? As such we have several failures and two cancelations and the other big boys are at least a year delayed. So, I see the setting that these people will optionally see their Xbox gathering dust for a year. Not the reason I buy a console. I have both the PS4 and PS5 and at least one of them is working on a daily basis. Even with the delays I see coming. As I personally see it Microsoft has had a bad decade and when you consider that the bad blood started with the Xbox One gathering momentum over the series S and series X there are a few things going wrong and Spencer would do well to nip this in its tracks (it is too late to nip it in the butt). I cannot see the setting of “whether Spencer is still the best choice to lead this ship”, I would need more reliable data to support that setting and lets face it, it is more than marketing. There is a failure on several levels and as Microsoft is seemingly losing more and more media friends their bad settings will merely continue at present.

So I see that the waves are against Microsoft, but the need to slap them shouldn’t overwhelm warning of ‘needless-slapping’ Microsoft. I don’t think I did that and in this day and age, your console is as much as you can get as the America administration are throwing entertainment in America in a messy situation, that being said, Microsoft is global so as I see it all countries (except Japan) can learn from this. As I see it, Microsoft needs to look at the bridge they burned and consider what can be fixed and what cannot. There is no guarantee that these bridges could be fixed, as their population are consumers, yet when they say “yeah sure okay”, your population is about to go somewhere else and that will be (as I personally see it) the end of Microsoft gaming. 

I might not be a Microsoft fan, but Microsoft pushed Sony to create the PS3 and PS4, when Xbox falls away, I will fear for the setting that PS6 could bring and I like the path PS3, PS4, and PS5 gaming got me. 

Have a great gaming day today

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June 15, 2025 · 14:35

Chaotic order and orderly chaos

That is the setting and I could be wrong, let’s start with that. I could be wrong. But yesterday I saw  YouTubers hash up the large issues in tourism in America and in that same timeframe an article by Yahoo finance passed my by hashing up the same yada yada we see everywhere and at some point the idea flashed by “What if President Trump is actually a genius?” I know, you will call me mad and you will curse me into a dozen boxes, but what if this is a truth as the left is so upon the idiocy of Trump, but what if these people are merely howling the settings of ‘their’ stake holders? 

What if there is a deeper setting? Too many parts in this equation don’t make sense. You see, tourism is out in the open, yet the astute actions of the people behind it are not. And I am referring to the largest players Disney, Warner Brothers, Universal et al. What if the Trump administration sees the debt strangling the American administrations (as I saw it close to 12 years ago) and now acts are essential for America to survive at all. This requires a dangerous new mindset because the left does not want to fess up to the hardship that 340,000,000 Americans face. Admitted they did this to themselves but only in part. There is no way someone worth billions cannot see that. And there is a setting that we decently ignore. What if this is a mere deeper case of Apophenia? Seeing patterns in chaos? The cogs are clicking together in my setting and I reckon that Elon Musk was aware of this some time ago, at least he has the inside track to the American industry and to President Trump. 

So what happens when this track is set to a much larger game? Lets consider that Japan and China have really intelligent people and they see the weights they are holding, together almost 2 trillion dollars in US treasury bonds. As such I foresaw that they would dump their bonds unless there is a larger play around that sets America to skate away from the abyss and America has been on that edge slightly too long. So what would Trump be doing? The first step is to push tourism to the edge of whatever they think that they can survive and the inactions of the tour operators (Disney and others) could spell the actions of trump. In one instance he gets all the little people around these settings on his side as the operators suddenly would be seen as uncaring, caring merely for their own dimes. It is a dangerous play, but as I see it America doesn’t have that many moves left and this (mostly) radical move might be the one golden coin that sets the stage for America. As I see it, it is in line to America first and President Trump is allowed to make it, in that same instance he is dialing down immigration and showing Americans that this is what it is. He can repair fences later on, but he needs to get the debt down and taxing certain parties is nearly the only way to do this.

Feel free to call me mad and perhaps I am, but as certain patterns are evolving  we should be able to see that those shouting ‘idiot, idiot’ are suddenly thrown into the limelight. They are shown to be the bitches of the stakeholders. They are what is wrong with the media and the only way President Trump can make that case is for these stakeholders to be thrust into the limelight. 

I reckon that this play is closing in on the maturity date of actions and the play is slowly becoming a noose around the necks of the opportunity seekers in America. And some are feeling the pinch that they could accept a simple 1% setting for themselves whist the 19% will go straight into the pockets of America and its debt reduction. 

If this is the case, then the simple truth is that President Trump is a true genius and the steps make sense in several ways. But I could be wrong and I know that this is a realistic setting that I face. Don’t think I have the call of valor towards the Yin and Yang, to see order in chaos and chaos in the order of things. Others much more clever than me can make that claim, but not me. I merely saw an evolving set of orders and knowing what I know it makes sense, but that also requires the acceptance that President Trump might have been doing the right thing all along and that is what the media left doesn’t want you to think. They are actually the problem by filtering the news towards us. I have sad so several times over the last 13 years that the media considers the importance of the following

  1. Share holders
  2. Stakeholder
  3. Advertisers

As such the people are a distant fourth, I saw this for over a decade and as people agree or disagree is fine. The larger question is who are the stakeholders? Who do they really represent? The first setting are the greed driven in the second whatever it is that gives them coins. To some extent I pushed them in the Microsoft spin piles and not always the correct pile. It doesn’t matter if they support Microsoft or Apple. It stops the lawmakers from passing proper tax laws and that was the first setting that was required, almost for 20 years it was needed, but these stakeholders stoped that progress and lately they are on the ‘tax the rich’ scheme which is delusionally wrong as tax laws needed to be overhauled. A simple setting I saw to decades ago and I wrote about it frequently enough. As I see it stakeholders stopped this progress and now America is out of moves to make and these stakeholders and the people they represented will move too any tax haven outside of America. I reckon that President Trump is trying to stop these events from becoming ‘a truth seen to late’ and this is how he goes about it. The tariffs are setting the exploiters out of the gaming field and it might not reduce the heartache for too long, it is what comes next that President Trump is trying to prevent. The larger setting is not me, it is the media at large that failed to see this. Why couldn’t they see this? Ponder that question and the Stakeholders come into view and soon the media will have no option but to mention their stakeholders with name and nationality and at that point the coin will drop in the minds of hundreds of millions of Americans and that is what President Trump needs. The two hundred stakeholders and to push them out of the game. That is the first setting to push for better tax laws and that is what the media and larger businesses fear. To be held to account and for them to pay there fair share of taxation. Apple and Microsoft might seem the culprits and likely they are, but any of the FAANG members are, as I personally see it equally guilty and they are merely the beginning. The larger culprit is the media and they shouldn’t be ignored in this. How many people will accept that news media and entertainment media masking as news channels should be acceptable when the audience, the audience that they claim was first, is a mere distant fourth?

As I see it that is the larger question. So feel free to mull over that data and multiple over who has been trying to tell you the truth, all whilst the ‘entertainment news’ had been holding you at bay from the truth from the very beginning. 

Have a great day, I still have 9 hours to go until Monday.

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June 9, 2025 · 20:23

At the right time

That is what we all seek (if we can afford it), that golden ticket that is out in the open and we are in time to grab it. I get it, it is not easy and you need to have feelers out, but that is at time the setting we face. For example, Disney Golden Oaks has had his new park settings with residences and houses out there for almost a year. This is nothing bad. The places look amazing and when you are approaching retirement, or a life setting where you get to enjoy life at least three months a year (basically before the Trump era) nearly everyone who has the money would grab something like that. They are still taking orders, so there is space. I am not criticizing the setting. Disney has made enormous strides with their Golden Oaks and these places are top notch. The setting that the Four Seasons is there as well, merely adds charisma and flavor to that place. So what gives? 

You see, the Emirati News Agency WAM, gives us (at https://www.wam.ae/en/article/15l6shd-aldar-announces-launch-day-sell-out-all-133-homes) a simple setting. They give us ‘Aldar announces launch day sell-out of all 133 homes at Waldorf Astoria Residences’ a setting where we see a launch day sell out? Don’t get me wrong, I cannot afford living there, so I don’t feel sad. I had my eyes set on Sama Yas (which I cannot afford either) but at least it is more affordable than either two. And lets be clear onboard this, as America slides down to a near third world stage, would you want to live in Orlando? Yas Island will be the new Saint Tropez. With its 4 theme parks (soon to be 5) and Warner Brothers being busy to add the world of Harry Potter to their Arsenal, that place will be da bomb (as the expression goes). Ferrari World, The Yas Mall (not as big as the Dubai Mall), but a cracker of a mall. WaterWorld with slides, lazy river and all, SeaWorld which might be the most impressive water zoo you have ever soon and the Warner Brothers Theme park, soon to include these rascals from Hogwarts. And in (an expected) 2027 Disney will grace that place too. So what is there to hesitate over? Well the 133 new owners of their Waldorf Astoria Residences had that same idea and on launch day it all sold out. The first ever branded residential development on Yas Island generating AED 850 million in sales. That almost a billion amounts to $232 million, which amounts to a little under $2 million per unit, there are different sizes, so the small ones are cheaper, the big ones larger and Golden Oaks gave us the setting that they started at 5 million. So it is a win in several ways. And it gets better if you get the Yas Annual Diamond pass, which gives you unlimited Quick Pass Access at all Yas Theme Parks and offers unmatched benefits, such as 25% off dining, shopping, and more. Plus, you’ll receive early park entry, special events, and exclusive member-only experiences. And the price (at present) is $900 a year, with all these benefits you would be crazy not to get it, especially as it gives 25% on loads of stuff, even in the Yass Mall. For an entire year? That pass will earn itself back in less than a month. As such, I reckon that the price goes up when Disney is added to the flavour. And as there are free busses all over Yas Island, the need for a car becomes debatable. 

So in that world where does Orlando stand? Nowhere as I see it and Abu Dhabi has a lot more to offer. As I personally see it theme parks in America are soon done and when the economy collapses (which is likely to be this year) there will not be any reason to go to America. So when you consider these news clippings that America is crawling up from the mud, consider that the Economic times gave us 4 hours ago ‘Adrian Mowat on why non-US assets are becoming more appealing than US equities & bonds’ you’re seeing merely a first and as the pressures on Yas Island to expand is clearly seen in many ways, we will need to consider that America is close to done for. 17 hours ago we were given ‘Half of the bond market is US Treasuries. Why it’s ‘not healthy.’’ Remember that I talked about the dangers of Japan or China dumping the bonds they have and the other one following suit as not too be left with (what I personally speculative see) as toilet paper. Well this is a first sign. The entire Waldorf Astoria setting was out in the open and it is gone on launch day. Orlando never pulled that off, not even when they were the luxury height of the residence markets. As such the oligarchs, the billionaires and others will soon get their own place there and perhaps several already have their place. In addition, the UAE is a zero tax nation, well not exactly, but you do not pay income tax, so the money you get is the money you get to spend and with a Diamond card it gets to be even cheaper. Don’t think you are stuck there. The high speed train ride takes you to either place in 30 minutes, so breakfast in Dubai and Dinner in Abu Dhabi (or the other way round) becomes a reality, although I was unable to find prices, but a normal train going at half the speed is also an option, as such you would be in a train for an hour. 

As I see it the UAE is not merely making waves, they are an economic tsunami about to unleash their good times and as I see it America (Europe too) will face the economic onslaught it makes on both of them and as I see it, with the F1 also on Yas island, the setting gets to me almost embarrassing for America. And feel free to look at the Abu Dhabi videos on YouTube done by hundreds of visitors. A city that is clean, safe and spacious. What more do you need? The article ends with “Commenting on the sales performance, Jonathan Emery, Chief Executive Officer at Aldar Development said: “The sell-out of Waldorf Astoria Residences Yas marks a significant milestone for Aldar and highlights the attractiveness of Yas Island both as an investment destination and prime residential address. As the island’s first branded residential offering, its overwhelming success is a strong indicator of the rising demand for luxury, hospitality-led living in Abu Dhabi and the universal appeal of the Waldorf Astoria brand.”” As such I wonder what will come next, because the intake of wealthy residents is merely at a start this implies that Abu Dhabi is looking at 3-5 new settings and as the Satellite photos show, between Zayed International Airport and Yas Island are several large ‘plots’ that might be the setting of more. The influx of wealth and economic good times are setting a new era for the United Arab Emirates and Abu Dhabi. Did anyone consider that when billionaires see new grounds, they tend to go from other places? Where does that leave America? You see, you can spin all you like, but when the wealth walks away they might be left with merely a dozen wealthy people and President Trump is not that rich, so when Elon Musk leaves, the expression about rats leaving the sinking ship comes to mind. Oh, by the way, I am not calling Elon Much a rat, or implying that he is leaving. But I think the setting comes across to all my readers (and its not my mum, cause she is dead).

A larger setting is coming to the shores of America and I have stated that as warnings for over the last 2 years at least, so whilst we now get “‘‘Death spiral’ nears as US debt service costs reach ‘unsustainable’ levels’” (source: Sky News) consider that I stated this danger es early as October 4th 2021 in ‘Utter insanity’ referring back to an article I wrote in 2013, it has been this long that the media could have informed you. Did they? Oh and the fact that October 4th is also World Animal Day is merely icing on the cake. I like my irony with a sweet tooth. I am a victim of circumstance. Still, the setting was clear years ago, you merely needed to learn to use an abacus, something that has been around for over 3000 years, no super computer needed.

So have a great day and enjoy your morning coffee in Toronto this morning (it is 06:00 there). 

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May 31, 2025 · 12:46

All dressed up

Yup, that is an old expression, I heard it somewhere in the 80’s and if you know, you know. If not, you might figure it out during this article. The setting has been revised before, but now (at https://www.travelandtourworld.com/news/article/north-carolina-and-oregon-unite-with-florida-new-york-nevada-arizona-california-alaska-as-canadian-travel-to-the-us-plunges-this-april-amid-political-backlash-and-tourism-boycott/) we get a more direct setting. We are told ‘North Carolina and Oregon Unite with Florida, New York, Nevada, Arizona, California, Alaska as Canadian Travel to the US Plunges This April Amid Political Backlash and Tourism Boycott’ it seems trivial and that site is, but it is merely one side of this. We are given “Canadian travel to the United States has plunged this April as North Carolina and Oregon unite with Florida, New York, Nevada, Arizona, California, and Alaska in reporting steep declines in visitor numbers from their northern neighbor—an alarming shift fueled by mounting political backlash, a growing tourism boycott movement, and rising disillusionment among Canadian travelers over the current state of U.S. affairs”, as well as “Canadians are now increasingly choosing alternative destinations, citing concerns over the political climate, cultural discomfort, safety perceptions, and dissatisfaction with immigration experiences.” And this is merely the start. Travel Tour World gives assisting data. We are given “According to official data, land travel from Canada to the U.S. dropped by 35.2% in April 2025 compared to the same time last year, while air travel declined 19.9%, marking one of the most significant cross-border travel retreats in recent memory” And it gets to be worse, for that we look towards the story (at https://www.cubaenmiami.com/en/expertos-temen-por-las-perdidas-economicas-que-pueden-traer-la-reciente-disminucion-del-numero-de-turistas-internacionales-en-estados-unidos/) there we get “According to a report by Oxford Economics, unfavorable perceptions regarding trade and immigration policies are causing international tourists to choose other destinations, which could result in an $8.5 billion drop in foreign visitor spending in the United States this year. The decline in travel, which represents a roughly 5% drop compared to the previous year, is due to a decrease in foot traffic. According to Aran Ryan, head of industry research at Tourism Economics, an affiliate of Oxford Economics, international visits to the United States are expected to decline by nearly 9% this year, according to a report released last week.” This is not all, in addition we see “The United States could experience a loss of $21 billion in tourism-related revenue this year if current trends continue, according to estimates by the U.S. Travel Association. According to the trade group, every 1% reduction in international tourist spending represents an annual loss of $1.8 billion for the U.S. economy. Furthermore, experts indicated that a strong U.S. dollar could be driving away international visitors.” Even though only Canada is ‘sifted’ out, the European losses could be close to equally large. I saw this yesterday in a YouTube video on the Epic Universe. The literal quote was “There is no-one here” and this is in the opening month of one of the most desirable theme parks I have ever seen. The damage could be a little bigger than the news we are getting. I saw two restaurants where little to no people are seen and in one case they were the only customer. This is a sight I have never have seen before in any theme parks and this one looks a lot better then most I ever saw with my own eyes. I don’t wish this on anyone and where are the people going? Well, my bet is that Abu Dhabi in the UAE on Yas Island will be raking in the cash. The people decided on another place and as Canada, Europe, Australia and New Zealand decide to seek greener grounds the sands of the United Arab Emirates might be the greenest grass of all. Even as we get one source giving us that “Walt Disney secures future of Euro Disney with €1bn refinancing”, I am drawn to the setting that this is not the destination of many who abandoned the idea of getting theme park rushes in America. I guessed that these people might be going towards Tokyo and its Universal, but the drop of 4% gives me pause to dig deeper there and I am considering that most went to the UAE and the numbers from Gulf Business (kinda) prove me correctly with “International visits to the theme parks also saw significant growth, with a 40 per cent, rise, led by a substantial increase from key markets, including India, China, the UK and Russia” and there I wonder if they investigated the stream of Canadian and European visitors. Yet 40% increase is not nothing, it is huge, especially as America is looking to a drop of well over $21,000,000,000 in business and that is not including all the bed and breakfast and fast food locations that usually see a much larger interest during these days. The tariff and 51st state mentions will be taking its toll on America a lot sooner than they think. I reckon that European (Australians too) will decide that Canada is a much better place to be than America, as such this coming winter Aspen will dealing with a zero minutes queue time at the slopes. This means that America is looking towards a two dreadful seasons, summer and winter. We can speculate how large this becomes, but there is no real data on this and the bulk of the people will not see these results until springtime 2026. Anything earlier is loaded with inaccuracies as the data they have been training on was never captured to the degree it needed and some form of forecasting analysis (the process of using historical data, trends, and statistical methods to predict future outcomes) as it is based on achieved data and this has never happened before in America going back to the before the 80’s, as such there is no forecasting settings and it needs to be done on actual data captured now, and these results are not looking good. Even if it is a ‘mere’ 21 billion, over 8-9 states the impact is nothing short of disastrous and America was never in that great a shape anyway. This is propagated by the real time risk of two nations dumping their bonds before they have the value of toilet paper (yes, China and Japan) and even whilst Japan has the largest amount and they are hanging on, they do know that if China is pushed to dumping their bonds, Japan will be racing to get there as son as possible, merely to safe some of their value. Considering the escalations that the BBC reported on a mere 10 hours ago, there is a chance (a small one) that China will respond by dumping the US Treasury bonds they have and that is pretty much a sequential set in ending the American economy. This America Administration will not be able to recover from that and whilst the Chinese portfolio is set to US$765.4 billion, which is 20 billion than a month ago. They might be gambling that Japan tries to drop their $1.13 trillion ($1,300,000,000,000) bond, especially as their own debt is now a debt-to-GDP at 260% and the Bank of Japan already owning more than half of outstanding Japanese government bonds, as it seems (according to people with the economic knowledge and foresight) that Japan is boxed in. Should China dump their bonds they could gain America and Japan at the same time. A sight never seen before in our history. So what does this have to do with tourism? Everything. You see if America cannot pay its debts, America becomes the third world country no one wants to visit and that makes it a nasty place within months. America has around 22 million millionaires. I recon that at least 15 million will get out in time, the rest is not ‘rich’ enough and those with a jet (around 15,000 of them) will go to any country that will take them and they will move fast. The rest? That is anyones guess. It reminds me of that B-movie where the wealthy and refuge in a theme park as it is the only one with enough food and security to make it last. But that is an overly dark (and unrealistic) setting. What is a given that these people will seek a safer haven, because America won’t be one for decades to come. 

Still, the first setting is tourism and that setting is under increasing pressures. And as I personally see it, it wasn’t President Trump who set this of, it was the short sighted views (my personal take on this) of Governor Ronald Dion DeSantis who chased away $1,000,000,000 in investment settings in Florida, that was the start. We saw a whole lot of anti woke and anti LGTBQ settings making Europeans (and likely Canadians) weary of safety issues in Florida, which would have impacted both Disney, Universal and Warner Brothers. That was as I saw it the start and the tariffs merely escalated that setting. The damage would have been horrific if Warner Brothers Abu Dhabi had started their Harry Potter park expansion a year earlier, yet as it stands it is now kinda set for a late 2026 opening. And as Disney is coming there too the bad news for Florida keeps on adding to the larger picture. That and as the UAE is one of the safest places in the world, the appeal of the UAE is easily spotted. That is besides the fact that Abu Dhabi has 4 theme parts and one of the largest luxurious malls in the world (right behind the Dubai Mall). The additional setting that you can travel from Abu Dhabi to Dubai in a mere 30 minutes by train, the appeal is close to complete. The zero tax setting that the UAE offers is a mere cherry on their yummy pie.

That is what American tourism was facing all along and now with the tariff wars the escalations are debilitating whatever was left of American tourism future, because if you are willing to fly to Florida, the idea that flying to the UAE for close to the same amount would be a desiring call for any tourist that wants something new.  So if you want to dress up, you might as well try an Emirati Kandura, looking good and looking different, having that real vacation feeling that you might never have had before.

Have a great day and consider where you might want to go and where you could go, especially for those who are sick of Americans referring to Canada as the 51st state and the Europeans who are not too happy on America annexing 2.166 million km².

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May 30, 2025 · 15:34

The size of that

Something no woman has ever sad to me, but that is for another day. You see, the story (at https://www.datacenterdynamics.com/en/news/saudi-arabias-ai-co-humain-looking-for-us-data-center-equity-partner-targets-66gw-by-2034-with-subsidized-electricity/) In this DCD ( Data Center Dynamics) gives us ‘Saudi Arabia’s AI co. Humain looking for US data center equity partner, targets 6.6GW by 2034 with subsidized electricity’ and they throw numbers at us. First there is the money “Plans $10bn venture fund to invest in AI companies”, which seems fair enough. But after that we get “The company said that it would buy 18,000 Nvidia GB300 chips with “several hundred thousand” more on the way, that it was partnering with AWS for a $5bn ‘AI Zone,’ signed a deal with AMD for 500MW of compute, and deployed Groq chips for inference.” I reckon that will split and split again, the shares of Nvidia. Then we get the $5 billion AI zone and then the AMD deal for 500MW of compute and deployed Groq chips for a conclusion reached on the basis of evidence and reasoning. Yes, that is quite the mouthful. After that we get a pause for the “How much of Humain’s data center focus will be on Saudi-based facilities is unclear – its AMD deal mentions sites in the US.” As such, we need to see what this is all about and I am hesitant to mention conclusions for a field that I am not aware of. Yet, the nagging feeling is in the back of my mind and it is jostling in an annoying way. You see, lets employ somewhat incorrect math (I know it is not a correct way). Consider 18,000 computers draining the energy net of 500 watt per system per second. That amounts to 9,000 GW energy (speculatively), and that is just the starting 18,000. As such the setting will be several times the amount needed for fueling these AI centers. Now, I know my calculations are widely of and we are given “At first, it plans to build a 50MW data center with 18,000 Nvidia GPUs for next year, increasing to 500MW in phases. It also has 2.3 square miles of land in the Eastern Province, which could host ten 200MW data centers.” I am not attacking this, but when we take into consideration that amount of energy requirements for processors, storage, cooling and maintaining the workflow my head comes up short (it usually does) and the immediate thought is where is this power coming from? As I see it, you will need a decently build Nuclear reactor and that reactor needs to be started in about 8 hours for that timeline to be met. Feel free to doubt me, I already am. Yet the needed energy to fuel a 66GW Data centre of any kind needs massive power support. And the need for Huawei to spice up the data cables somewhat. As I roughly see it, a center like that needs to plough through all the spam internet it gets on a near 10 seconds setting. That is all the spam it can muster in a year per minute (totally inaccurate, but you get the point). The setting that the world isn’t ready for this and it is given to us all in a mere paragraph. 

Now, I do not doubt the intent of the setting and the Kingdom of Saudi Arabia is really sincere to get to the ‘AI field’ as it is set, but at present the western setting is like what builder thought it would be and overreached (as I see it) and fraudulently set the stations of what they believed AI was and blew away a billion dollars in no time at all (and dragged Microsoft along with it) as they backed this venture. This gives me donut (which I already had) on the AI field as the AI field is more robust as I saw it (leaning on the learnings of Alan Turing) and it is a lot more robust then DML (Deeper Machine Learning) and LLM (Large Language Models), it really is. And for that I fear for the salespeople who tried to sell this concept, because when they say “Alas, it didn’t work. We tried, but we aren’t ready yet”, will be met with some swift justice in the halls of Saudi Arabia. Heads will roll intuit instance and they had that coming as I foresaw this a while before 2034. (It is 2025 now, and I am already on that page). 

Merely two years ago MIT Management gave us ‘Why neural net pioneer Geoffrey Hinton is sounding the alarm on AI’ and there we get the thing I have warned about for years “In a widely discussed interview with The New York Times, Hinton said generative intelligence could spread misinformation and, eventually, threaten humanity.” I saw this coming a mile away (in 2020, I think) You see, these salespeople are so driven to their revenue slot that they forget about Data verification and data centers require and ACTUAL AI to drag trough the data verifying it all. This isn’t some ‘futuristic’ setting of what might be, it is a certainty that non-verified data breeds inaccuracies and we will get inaccuracy on inaccuracy making things go from bad to worse. So what does that look on a 66GW system? Well, for that we merely need to look back to the 80’s when the term GIGO was invented. It is a mere setting of ‘Garbage In, Garbage Out’ no hidden snags, no hidden loopholes. A simple setting that selling garbage as data leaves is with garbage, nothing more. As such as I saw it, I looked at the article and the throwing of large numbers and people thought “Oh yes, there is a job in there for me too” and I merely thought, what will fuel this? And band that, who can manage the see-through of the data and the verification process, because with those systems in place a simple act of sabotage by adding a random data set to the chain will have irreparable consequences in that data result. 

So, as the DCD set that, they pretty much end the setting with “By 2030, the company hopes to process seven percent of the globe’s training and inference workloads. For the facilities deployed in the kingdom, Riyadh will subsidize electricity prices.” And in this my thoughts are Where is that energy coming from?” A simple setting which comes with (a largely speculative setting) that such a reactor needs to be a Generation IV reactor, which doesn’t exist yet. And in this the World Nuclear Association in 2015 suggested that some might enter commercial operation before 2030 (exact date unknown), yet some years ago we were given that the active member era were “Australia, Canada, China, the European Atomic Energy Community (Euratom), France, Japan, Russia, South Africa, South Korea, Switzerland, the United Kingdom and the United States” there is no mention of the Kingdom of Saudi Arabia and I reckon they would be presenting all kinds of voices against the Kingdom of Saudi Arabia (as well as the UAE) being the first to have one of those. It is my merely speculative nature to voice this. I am not saying that the Economic Simplified Boiling Water Reactor (ESBWR) is a passively safe generation III+ reactor could not do this, but the largest one is being build by Hitachi (a mere 4500MW) and it is not build yet. The NRC granted design approval in September 2014, and it is currently not build yet. That path started in 2011. It is 2025 now, so how long until the KSA gets its reactor? And perhaps that is not needed for my thoughts, but we see a lot of throwing of numbers, yet the DCD kept us completely in the dark on the power requirements. And as I see it the line “Riyadh will subsidize electricity prices” does not hold water as the required energy settings are not given to us (perhaps not so sexy and it does make for a lousy telethon) 

So I am personally left with questions. How about you? Have a great day and drink some irradiated tea. Makes you glow in the dark, which is good for visibility on the road and sequential traffic safety.

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May 25, 2025 · 00:15

When the setting fits

That is at times the thoughts we have. Now, let me be clear. This is pure speculation. It is speculation because I am not in politics (not even the shady kind) and as such it cannot be presumption. There is no best educated guess, there is merely a best guess and the setting fits several thoughts I have had in the past. It all seemingly fits. It doesn’t make it more true or more reliable. 

That is something you need to keep in mind from the start and this was all set in motion through Reuters, who gave me in the first instance (at https://www.reuters.com/business/apple-pay-25-tariff-if-phones-not-made-us-trump-says-2025-05-23/) with ‘Trump threatens new tariffs on European Union and Apple, reigniting trade fears’ and here we see “U.S. President Donald Trump threatened on Friday to ratchet up his trade war again, pushing for a 50% tariff on European Union goods starting June 1 and warning Apple he may slap a 25% levy on all imported iPhones bought by U.S. consumers. The twin threats, delivered via social media, roiled global markets after weeks of de-escalation had provided some reprieve in the tariff battle. Major U.S. stock indexes and European shares fell and the dollar weakened, while the price of gold, a safe-haven for investors, rose. U.S. Treasury yields fell on fears about tariffs’ effect on economic growth.” A few thoughts came to mind. In the first “The twin threats, delivered via social media”, as such why not in an official setting? Why via social media? Is it because the threats might get rolled back? Is it because of non-repudiation? Then we get the Apple setting, why in America? Why is this so essential? (I will get back to this later on). And a few other thoughts are to mind. Then the article ends with “The president’s attack on Apple is his latest attempt to pressure a specific company to move production to the United States, following automakers, pharmaceutical companies and chipmakers. The United States, however, does not mass-produce smartphones – even as U.S. consumers buy more than 60 million phones annually – and moving production would likely increase the cost of iPhones by hundreds of dollars” keep this latest quote on the forefront of your mind for now.

Then Reuters gives us (at https://www.reuters.com/business/aerospace-defense/us-justice-department-reaches-deal-with-boeing-allow-planemaker-avoid-2025-05-23/) ‘US Justice Department reaches deal with Boeing to allow planemaker to avoid prosecution’ the two are actually more connected than you would think. Even as we are given “The agreement allows Boeing to avoid being branded a convicted felon and was harshly criticized by many families who lost relatives in the crashes and had pressed prosecutors to take the U.S. planemaker to trial. A lawyer for family members and two U.S. senators had urged the Justice Department not to abandon its prosecution, but the government quickly rejected the requests.”

Then last we get yet again from Reuters (at https://www.reuters.com/business/energy/trump-seeks-fast-track-new-nuclear-licenses-overhaul-regulatory-agency-2025-05-23/) ‘Trump seeks to fast-track new nuclear licenses, overhaul regulatory agency’ with the subtext “U.S. President Donald Trump on Friday ordered the nation’s independent nuclear regulatory commission to cut down on regulations and fast-track new licenses for reactors and power plants, seeking to shrink a multi-year process down to 18 months.” All this sets a premise of revenue. Boeing, the reactors and last (which I gave first) was the tariffs. America is desperate for revenue and I reckon the setting of the Microsoft linked firm going bust after being evaluated for a billion dollars didn’t help his need. He needs all revenue to come from America and all made there. It isn’t merely America First, it is the speculated setting that America is about to default on its loans. Well that Is how I see it and I might be wrong. The entire setting with the added setting of Greenland and Canada is that he cannot claim that America has plenty of resources making it a lot more wealthy, for that he needed Greenland and Canada. No, now he needs to move it all to America and that is where the problem starts. Because America wasn’t ready for that move, but that is as the America administration sees it, the problem on (and for) Apple. As I see it, this is a speculated final move before the American President has to admit that payment deals need to be made and they want to push it back as far as they can as the number one fear is that others will massively dump their US Bonds and that would instantly call for the near complete dismemberment of the United States of Bankruptcy. 

Could I be wrong?
Yes, I can be wrong. But this image seems to fit the partial shorts we have been able to see. The second option is that President Trump has completely lost it, but I do not think so. Too many settings don’t fit that view of him. Yet the knee-jerk reactions to keep on being seen as an “able to make payments nation” seems to fit the bill more. I reckon that the news last week regarding that Builder.AI is now commencing insolvency proceedings was perhaps the drip that broke the camels back as the expression goes. It is before Saudi Arabia and others would be pumping money into the United States, so there is that to come as well. As they say money must flow and the actions done (especially regarding Boeing) is all about revenue, not about the family of victims. Then we loop back to January when President Trump announced ‘Trump announces a $500 billion AI infrastructure investment in the US’ here I speculate that this was all about some Microsoft setting, at least in part and now that Builder.AI has become insolvent and it was backed by Microsoft gives rise to the 500 billion being set on shaky grounds. It’s like looking at the Chrysler building seemingly coming closer to view until you realise that it was build on a quicksand. And they figure this out after the building was complete and now the top of that building is making the rest sink into the marsh. As I see it (which is presumption in this case), is as AI doesn’t exist, that they had made clever moves with DML (Deeper Machine Learning) and LLM (Large Language Models) and that requires programmers and some extended programming, but the deeper you set your teeth into the pie, the harder it is to open your mouth without coughing up the pie. And the bad decisions made with Builder.AI (I do not know what they did wrong, but that is what some media gives us, you can read that in yesterdays story).

When this goes wrong with 1 billion, what do you think that 500 billion gets you? There are only so many programmers who are adept in this form of programming and that is before all the data is validated, which if it fails makes for a totally new timeline and that is the crux of this setting. 

But feel free to ignore these settings and see what happens. That I what I think is happening. Microsoft fell short and others might not be in the market for such a failure and when the 500 billion stays away foreclosure of the land of the forsaken and the home of the arrogant falls flat. 

Here in all this I might be wrong, I admit that upfront. The question that comes to mind. What is it? Why do we get such a knee-jerk operation from left to right and from beginning to end. Now we get the news that is 15 hours old. ABC (Australian Broadcasting Corporation) gives us ‘Reserve Bank on high alert for economic fallout as Donald Trump continues to spook investors’ If I am correct than this act is merely for the ones that holds these bonds will keep on holding on to them. And the second setting is “The bond market is now regularly questioning the value and stability of US government debt.” As I see it, the nightmare scenario for President Trump. He cannot pay anything over 10% of 36 trillion. When that happens America defaults on its loans. The nightmare that Wall Street fears. As we are given “In the lead-up to the passage of the bill through the US House of Representatives, the US Treasury Department tried to secure $16 billion of funding through the sale of 20-year bonds. It found the auction harder than usual to execute due to a lack of demand from investors.” And as I see it, making the other funds ‘more’ dodgy will work for the American administration and as such are the actions that I am seeing. Not because they are great actions. It is bullying not to go somewhere else and I admit that this is merely speculation. 

I leave it up to you do decide if I am right or if I have a case for my train of thought. But this is what I see, merely because I have been looking in this direction all along. And Moody’s downgrade, US debt had become riskier for the lender. That is a simple conclusion you can all consider to get behind. But if that is the case, the outstanding bonds are a bad bet because these bonds do not get reassessed, that is the bad bet they went into and the next step we get is when Moody’s set the credit from AA1 to AA2. But what happens after? I don’t think that the holders of these bonds will wait that long. They will sell wit a loss as not to see there bonds become ‘Junk’ material and those people will lose a hell of a lot of money. Consider Japan as it is with the debts they have also have around $1.13 trillion in US bonds and China holds $784 billion. If China dumps their US bonds, Japan will be force to do the same as not to lose too much money, but the  investors were already shy of the last auction and that was only for $16,000,000,000. Now we see that there is a risk that China sets 50 times that amount up for auction as such Japan is seeing the pressure to act before it is too late as it has almost twice the amount of China and the first of these two might get some money back. The one that flinches losses it nearly all. 

How would you see such a risk? And that with the Reuters articles made me speculatively realise that America is in a lot oof hot water at present, but my view is speculative. I have no hard data to back my thoughts, be aware of that. By the way, there is a second reason for the reactors, but I’ll let you work that one out for yourselves.

Have a somewhat great day.

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May 21, 2025 · 19:28

What’s in a brand?

That is at times the question. Most of the world was to sink their claws into Saudi Arabia and we see all kinds of settings, some speculative, some going for the worst. The truth is that the Kingdom of Saudi Arabia is on the rise. Not merely because they are doing well (they really are), but the massive secondary reason is that they are a no-debt zone, just as the UAE is. So as we se that America is $46 trillion in debt, the EU has a debt of 14 trillion euro and Japan has a $9 trillion debt. Yet as the Telegraph a mere three hours ago gave us all ‘‘Worse than Greece’: The debt crisis threatening to blow up the global economy’ (at https://www.telegraph.co.uk/business/2025/05/21/trump-sparked-debt-crisis-could-blow-up-global-economy/) the truth is (speculative) that I personal believe that America is in a worse state, even as the America administration is in denial and the media is massively avoiding reporting on it. I personally think that the network of Stake holders is con spiritually involved as well. As I see it (based on the work of Cathryn van Kessel) that ‘(Con)spirituality as a curriculum of immortality’ is set to “If we are listening to marketing hype, it seems that—with enough money—we can live longer, healthier lives. These products, however, are often no more than consumerist swindling steeped in pseudo-science and pseudo-spirituality. When viewed through the lens of terror management theory (TMT), mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy.” My personal view is set to the premise of “mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy, it is a (sort of) given setting that the stakeholders are dwindling the settings of parameters and changing the premise of given values, creating confusing hype settings” This is merely a personal view, but it seemingly fits the patterns we see, or tend to recognise.

So as such we see “Because the assets that the country holds are still far more valuable than the debts. All the land, mineral rights, water, etc.” and this shows the pressures to add Greenland and Canada to America, as such they wouldn’t be considered bankrupt. Another version is “Because debt payments are still manageable” but here time is running out, as such the Trump administration is playing the bully card on Canada and Greenland. But here the dance becomes a problem as Canada is not giving in as it is part of the Commonwealth. And that is why Keir Starmer as Prime Minister of the United Kingdom is being catered to by the EU as the WU is in a similar predicament and the UK ‘re-joining’ the EU, the EU ends up with a credit card that gets renewed value. But the larger truth is that time for these three are running out and as such they are courtesan themselves to the Kingdom of Saudi Arabia. And now we see the larger setting that the article ‘Saudi brands reach $116.8 billion in value fueled by energy, banking, and telecoms sectors’ (at https://brandfinance.com/press-releases/saudi-brands-reach-116-8-billion-in-value-fuelled-by-energy-banking-and-telecoms-sectors) gives us, and the values we see are “STC (brand value up 16% to USD16.1 billion)”, it is number two. Number one is Aramco (of course) and that is oil and I didn’t want to ‘taint’ the setting. After that we get “Almarai (brand value up 20% to USD4.7 billion)” but the third one is the kicker “Saudia (brand value up 34% to USD1.1 billion)” and here is the setting of three out of the ten that these are brands that have a 16%, 20% and 34% growth, totally unheard of in western settings and as such everyone wants in. Wall Street pretty much demand these new settings, but this is not on Wall Street, as such several brands (including me) are pretty desperate to get in. And I have made a few unsuccessful moves and I will totally try to do so again and again. I told a previous boss a few years ago that they had to get there now, now the going is good. But alas, it fell on deaf ears and now as brands in the EU, US and Japan are getting desperate we will see a total new stage of in-fighting and spading their opponents. But as they diminish one another, the Kingdom of Saudi Arabia will get the cream of the crop at a mere 65% of the total value, because the desperate will sucker themselves to get into the game as early as possible, hoping that the going is good early in the game. I get that, I would feel the same way (as a non-captain of industry that I merely my view) and now that China is entering these fields as well, the west is desperate to get in.

And at present we see little to no evidence how three players can have a cumulative debt of $70 trillion dollars. This is $70,000,000,000,000. Did you ever consider that the debt of these three is more than all the gold in the world? How is that possible? Is it because these three have the assets, because the debt is manageable? We think that we can all be a millionaire as long as we can couch up $55,000 in interest every year, but that is a debt without an end date, you pay as long as you live and that is not a realistic setting but these governments are telling you that story with the assistance of stakeholders (who get their own revenue out of that), yet at that point we ned to consider that you are a millionaire at $55,000 plus whatever the stakeholder charges and now it get to be a little iffy (aka yucky). It is a setting that is delusional, as such they all (desperately) need to be part of the Saudi branding, yet as I see it the Saudi’s have another view, you see STC gave us in 2024 “In 2023, we expanded our global footprint even further by acquiring a 9.9% interest in Telefonica and launching TAWAL operations in three European countries. Over the past year, STC Group has focused on diversifying our global offer to connect people across countries and continents.” They gave us that in March 2024, and the sphere of influence of Saudi Arabia is expanding. So whilst by an expected 2029 we might see brand X, but it is fueling STC for a larger and larger slice of the pie. As such it will all be co-owned by the Kingdom of Saudi Arabia and this is not white washing. It is merely business and these stakeholders will turn to the needs of their own paychecks more and more. 

And this is not a dream story, it is not a nightmare story. It is about to become the reality of things and as such our paychecks go in part not to Telefonica, it will go to Tawal and through that to the STC. A simple business setting and for the most the media is will not inform you, it adheres to the needs of shareholders, stake holder and advertisers. 

This is the power of branding and whilst we think that Nike, Lululemon and Jaguar are great brands, there is an underlying setting that the cool car is owned by Natarajan Chandrasekaran (chairman and Managing Director) and Saurabh Agrawal (CFO) (to some degree). And now we see the Kingdom of Saudi Arabia expanding in all kinds of directions. In this I kinda set that stage in ‘An altering stage’ which I wrote on October 2nd 2023. I used the word ‘kinda’ as the focus was China and I wrote “It is a summary and you should read it. It shows several elements that are taking the world by storm. It is not “As shown in the latest IMF annual review of the country’s economy, progress has been most notably reflected in non-oil growth, which has accelerated since 2021, averaging 4.8 percent in 2022. Despite lower overall growth reflecting additional oil production cuts, non-oil growth will remain close to 5 percent in 2023, spurred by strong domestic demand.” We get the goods here, but it is “The economy’s non-oil growth has been spurred by strong domestic demand, particularly private non-oil investment. Sustaining this performance requires pursuing sound macroeconomic policies and maintaining the reform momentum, irrespective of developments in oil markets.” Even if the stage is not revealed, when combined with other views we see that ‘strong domestic demand’ is merely one string from the harp of economy, the harp of Saudi economy. What matters is that larger streams involving defence, technology, construction, tourism and services are ALL moving towards Chinese shores. We see some of it now, but that list is rapidly expanding and the next US vote is 45 days away with them having to brood on a loss of billions and it will be a lot more than 1 billion.” Which was a slightly different setting than the IMF reported on and I saw that two years ago. It is the story (at https://lawlordtobe.com/2023/10/02/an-altering-stage/) which gives the goods, so consider that I had this at that point, so why didn’t the media see this over the last 17 months? Consider that before you lash out and wonder who you should blame. 

Too many of us are kept in the dark and you should wonder why. You see I am not an economist or some savant. Yet I know data and I have parsed data for decades, and I saw a long time ago that the numbers didn’t add up. So wonder how the media could have missed it all. You were merely given slithers of data and until you consider the larger picture (which the bulk of the media will not give you) wonder why and it is not that it was to complex. As I personally consider the setting is that stake holders are part of the deception. Their cheques are too fat, so they like this game how it is played and they have been playing it for years. 

Have a great day and remember, don’t trust all you read, verify the data you are given, even my data. I am not telling you to trust my data. If anything I am a little like Fox Mulder (from the X-Files) and trust no one, not even me. 

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May 9, 2025 · 11:54

The end of defense

That is the setting that SBS (at https://www.sbs.com.au/news/article/australias-big-question-in-donald-trumps-movie-tariff-threat/apjiwwsr0) invites us to consider. You see, in the eyes of the ‘true blue’ democrats, the message becomes You cannot set the stage to an orange overtly bully baboon and perhaps they actually had the right notion. At some point it is pointless to merely play the defensive stage. In Pencak Silat I learned decades ago that defense without offense if pointless and offense without defense is useless. So it is time to up the game. No matter how stupid the actions of President Trump are seen, the game needs a boost and he gave us the perfect reason. And as ‘their’ presentations give us, California is at present the richest area. As such the link gives us ‘Australia’s $767 million question in Donald Trump’s movie tariff threat’ there is an upside and a downside. You see, the Commonwealth might see this as an opportunity, consider the Australian acting community (Hugh Jackman, Chris Hemsworth, Cate Blanchett, Rose Byrne and many more), the Canadian (Ryan Reynolds, Nathan Fillion, Sandra Oh, Sarah Polley) and many more and last but not least the United Kingdom (Tom Hardy, Idris Elba, Tilda Swinton, Kate Winslet, Emma Thomson) and many many more, Agree that they will no longer work in American productions. They will seed the field for each others areas. So how long until the investors back away from America and Hollywood? How long until DC, Marvel and other franchises build their own studios (likely in Canada) outside of the US? 

It isn’t fair on these people, my view is that they made with one film more than most people will ever make in their life. (I should know as I hoped that Matt Damon would pay me $3,000,000 post taxation for one of my scripts and I have always prided myself of being a fair return on investment). Still it is not really fair on them, but it is an offensive move and it is one I just came up with. I reckon that Canada and Australia have the ability to mirror the English setting and create two distinct area of expertise. If America gets desperate they could always fund the Nigerian movie industry who is almost dying to expand. 

At this time (if enough people agree) America will get the White House under control with their desperate tariff settings. Consider that this President has shown to be a dictionary of two words (golf and tariff), as such I believe the time has come to start becoming proactive, this defensive actions to knee jerk reactions from Washington is upsetting the balance of established settings. The world is in too much trouble. At times this seems to be set to a old  premise that a comedian gave us (I forgot his name). “Lets put all the extremists in one room, the extreme right and the extreme left and let them expire each other”, it is slightly radical but in this day and age it might just work. 

So consider “This week, Trump announced he would be pursuing a 100 per cent tariff on all movies “produced in foreign lands”” next, consider that the bulk of the American movies get over 50%, sometimes as much as 70% from foreign lands. So should that be lessened by these tariffs? It is easy to think that it is all America, but that isn’t true. When all these non-American movie theaters pull their American settings, California becomes less in income than most other states and they still have the producing costs coming their way. In that time Canada and Australia grow their business and grow with aid from the UK. Then consider all the movies based on non-American scripts and novels. The setting enhances against America. A setting I saw within 600 seconds, so why aren’t the game play makers in politics? 

Is my plan flawless? Never a lessened truth was that obvious, there are flaws which starts with the national movie industry, but it might be a first step in getting President Trump of all our backs and that is never a bad thing.

So as we seemingly embrace ““The movie industry in America is dying a very fast death. Other countries are offering all sorts of incentives to draw our filmmakers and studios away from the United States,” he wrote on his Truth Social platform over the weekend.” Is that our fault, or is that the fault of free driven wannabe’s in Movieland? I seemingly might be one of them with my script (and 3 more on the road to completion, which is a story for another day). Consider that at present is set to “The number of movie scripts registered annually varies, but a rough estimate is around 50,000 screenplays registered with the Writer’s Guild of America each year.” All whilst a mere 350 make it to the screen. So is this a numbers game, or is it a quality game? 50,000 scripts implies 136 scripts a day are pushed to some producer pool and they are tired, going for amounts, not for quality. All hoping for a next dime, but there is always a snag hitting up and they wonder why America’s movie industry is dying? I reckon that Netflix, Disney plus, and others aided in that impeding death.

It is time to up the ante and nationalizing our acting guilds, movie producing guild and studio guild might be the way to go go about this (might is the operative word) but the tariff game is over, apart from the small fact that America might be already too broke to consider another matter. Oh, and I never took the Korean or Japanese market in consideration, so the problem is worse for America. As I see it, the offensive game might become the way to go, even if it is the only way to consider that whomever gets into the White House has a much larger vocabulary and ‘tariff’ is not one of them words. 

So feel free to disagree, but consider the setting the UK market has had for decades, Canada and Australia has shown to grow it in the last few decades and consider the stars you revere, are they all American? 

Have a nice day, a great one if possible and reconsider the setting you are confronted with, what is the actual solution? I am not sure what is.

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