Tag Archives: KSA

Where idea’s die

I have been tossing and turning on an idea. I am not sure whether it is a good idea, whether it can be adapted to anything, but for some reason the idea would not let go. Almost like the first time I considered the Augmented Reality approach. The idea is related to that. It is a new approach to visibility in jewellery, and if the Mobile can be adjusted this could bring a much larger stage than we see now. Yet I only see the approach for rings and bracelets. There are a few more, but that is open for interpretation and that is where doubt creeps in. A ‘What if’ approach. And the doubt creeps in and makes an appearance. Doubt, it is the place where ideas die. 

And make no mistake, I have doubts just like any other idea man, I believe a decent amount of doubt is good, it makes you redo what you have and test it for yourself but that too comes at a price and my mind is no different than anyone else’s. So, what to do?

Now, I am decently certain that mobiles cannot do what I have in mind, but should that stop the idea? I merely need to find the one maker (Google or Tesla) to add that functionality and a new market is created and I do believe that this market could grow by a lot. And as my mind was filling in blanks and create additional opportunities doubt stepped in and wrecked the train of thought. Yet I feel that pushing on will create the idea stronger and more adapt, but at every step doubt comes in and rears its ugly head. I am ready for doubt and self doubt, it merely makes the idea and my conviction stronger. It was Atropos who stated again and again “μέχρι εκεί θα πάτε” (that is as far as you will go) every time she cut the wire, and at some point he will cut my thread too. Will there be enough time? I hope so, there are plenty of ideas coming forward, and there is a certain satisfaction that my IP bundle keeps on growing (even if it goes nowhere at present). But that is OK, I feel that Tencent is waiting for their steps, I believe that they are making steps to grow League of legends and I believe that the Patent for their console is merely a first step. They might have stopped their game streaming, but the hardware is still there. I think they are awaiting a signal, no idea what signal it is, but it will upset the American streaming player to no end (Amazon Luna, Google Stadia, Netflix, Apple) and whatever Microsoft has. And they are all looking in the same places and that is where my $500M a month idea goes to town, no one is looking in that place and I should consider adding a new player to that field. Yet I feel certain that they will see if it can be done via Tencent (not a given, merely a hunch). And yes there is some doubt, but the larger doubts were crushed when I saw the Unreal Engine 5 presentation of Riverwood. I had the same feeling in 1992 after all the GIF files when I saw the first JPG files. Those who are that old forgot about that moment, didn’t you? And it also gave me the idea that could get the streamers over 50 million subscriptions. Doubt faded and it will for the other idea too. We fight to prevent the ideas to die, but a good amount of doubt keeps the idea strong and that is the stage where I am now, I merely need to convince someone high up in the Tesla Pi department that there is a place where other phones are not looking, or they decided to dump the idea and I believe that there is a market and when it takes off the others will fight to catch up, but they will lose a year, so how to push for the idea that will make that idea fly? And jewellers are the first step. 46,776 Jewellery Stores businesses in the US as of 2022, EU jewellery industry includes some 27,850 companies and whilst we crunch those numbers and we see that there is a little decline in that market we need to realise that those around have their own doubts, they also fight for survival. It might not hinder the larger players like LVMH who declined 17%, Rajesh Exports grew and processes 35% of all the gold produced worldwide, Chanel, Chow Tai Fook, Cartier, Signet, Tiffany and a few more. These larger players might not need that new idea but do you think they stay behind when the idea takes off? They are in it for the numbers and some might have merely declined only 0.41%, but that is enough to set up all the lights and markers, my doubt is not doing well when I see the opportunity as it is and when I saw the Line presentation. A place with 9 million people all in a stage where presentation and representation is key and there my idea will find a voice box. One building with a population that equals London and is larger than Sydney or New York. Yes, my doubt is fading and it is merely one of at least 3 ideas that could find its way there. There is a place where Ideas die, but I feel that I can void that place a little while longer, especially with the Kingdom of Saudi Arabia making these kinds of turns and when it starts there the other places can follow or fade. You see, a place like Monaco gets 159,000 tourists and it has as one source stated a mere 128 jewellery stores. So my idea is doing just fine and the idea works 24:7. But I need not worry doubt will come again and test the ideas I have, for now I can see that Andy Jassy and Sundar Pichai have no idea what they are missing out on and it is only half a billion a month, optionally a lot more. So Tencent has options as do two other new players.

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Hello Animosity

Yup, I saw a truckload of that. And to be fair, there will be a lot of envy out there. I am not sure if they are ‘protective’ of Andy Jassy, or if they are just against me succeeding. But there is a stage and it is not on one or the other. It does not state if the US succeeds, than so must I, or if I succeed it is not the stage that the US succeeds too. I have something for sale and the US is trying to sell something else. The question becomes more than the insight of Andy Jassy. You see I left the crumbles of evidence all over this blog. If he cannot figure out what I saw than that is OK, he merely needs to see if I am a BS seller, or if I have the diamond in the rough and that setting of a minimum of $500,000,000 a month for months to come, optionally longer for a mere $50 million (post taxation) is almost a dream that is too good to be true and that is merely ONE part of a much larger pie. In my defence there is more to come. You see for me the stage is now almost optimally set. With Tencent entering the streaming stage I can sell to either, I prefer Amazon for a few reasons and it that reason is linked to my other IP. But the US and its China fears are working for me. And the calculation is rather simple. Hand over 10% for a significant slice of that pie, or watch the pie go to China a stage that Andy Jassy and his friends (Amazon Military) as well as a few other settings is not what they want. There is a small chance that Amazon might want a partnership with Google because when these 50 million subscriptions double or even triple, Amazon will see resource issues and sharing the pie with Google might be a better option than seeing things go wrong. In this Amazon should select Google, because Microsoft will merely screw things up. It is like watching a chihuahua yap “try Azure, Azure smells nice” and we have seen too much yapping from that dog (or that colour). And this part needs to go good, because as some might stare at that Saudi Story of a near unimaginable building. There is a lot more at play and I hate to be proven correct that Microsoft ends up fouling up my IP, thank you very much.

We see “The announcement reveals the most important characteristics of THE LINE, which is only 200 meters wide, 170 kilometres long and 500 meters above sea level. THE LINE will eventually accommodate 9 million residents and will be built on a footprint of 34 square kilometres, which is unheard of when compared to other cities of similar capacity.” But I also realise that my 5G IP could be a game changer there, and as that building becomes a new hub of technology there will be additional needs all over the stage and there I see more than one presonal IP flourish, so yes I am eager to sell to the party that gives me my list of needs (a mere 5 items) as well as the amount stated. For a person like Jassy most of them require a mere phone call and merely two items require the use of a corporate credit card (read: actions by the CFO nearest to him). All that for an amount that is nothing to what will be gained? 90% of the companies in the world never get an option like that and for me, I can wait, Tencent is coming and they are hungry for revenue and half a billion a month is a very appealing piece of pie. I personally always believed in the long game, the long game requires an adjusted point of view. I hope to be proven right, anyone would. Yet there too, a set of several IP’s coming into play at the near same time is massively fulfilling and I try to keep a cautious view, over enthusiasm is also dangerous. But months ago my plans were in motion even as I knew nothing of that line. It is merely another piece fitting a kinetic puzzle and more items will be in play and more items will give power, style and curiosity to a structure I had no knowledge of, as such the Kingdom of Saudi Arabia becomes the 4th party that might be interested and they have a few irons that could connect. As I see it the long game becomes a rewarding one (and in time for retirement). It could mean that I retire 5 years early. But then I am a workaholic, so I might not take it quietly. 

But I am exited and slightly too eager, I reckon any coach would be to see the end game approach and winning is a mere point away, it is the killing moment of ones soul. I get that, but I need to refrain from giving too much away, one IP relies on that part to cash in.

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I asked Andy Jassy for $50M

It seems odd but it is just like ‘Biden adviser: Saudi Arabia and UAE have “more to give” on oil production’ and the answer on both settings is ‘Why?’ You see I have the answer for Andy Jassy, but the response could be ‘And?’ and in this the Biden Adviser should be prepared. For the longest time the media and others they ALL avoided the number one question.

If the US has such a shortage, why export 78% crude oil? And no one looks at that. They all go with the setting that the Middle East should export oil cheap. But why would they do this? In my case I have IP bundles, one could sell well over 50M subscriptions, one bundle has the ability to set an income of $2B-$3B (some risks are involved), and all that for $50M and 10% of the IP and sales value, a good deal, but the US is not offering anything like that to either Saudi Arabia or the UAE, are they?

So when I read “McGurk said oil prices have already gone down after Saudi Arabia, as the leader of OPEC+, took initial steps to increase production several weeks ago, the sources said. McGurk added that the Saudis and the Emiratis “have more to give” when it comes to oil production.” In this my question to White House Middle East coordinator Brett McGurk would be “What have you done for them?” Why would they sacrifice $324 million a day for empty gestures? You need to come across in this case, if not, they can just wait and even reduce their production by 1 million barrels a day and wait for prices to go nuts. We see all these empty articles (at https://www.axios.com/2022/07/27/saudi-uae-oil-production-biden-gas-prices) with think-tanks and Ukraine references, but Russia has its own oil production, so the setting is a little empty. And until the US really makes an impression on Saudi Arabia showing that the Kingdom of Saudi Arabia is regarded as a real ally, the August 3rd talks might not have any results. And in this Saudi Arabia and the UAE still have the trump card question: “What are you doing about the US export of crude oil?” It is the question no one in the White House wants to face in public and the media have been circumventing that question for a little too long. Because the US has every right to demand reduced export for local considerations, but that is not likely to happen is it? So why not import additional oil at $109 per barrel? Too expensive? Why is that? That is the Brent Crude price, so what is stopping them? I reckon you know the answer to that and both the UAE and the KSA have handed over billions in oil for a mere empty hand, with gestures and no actions, doubt that? Consider Yemen and rethink that position. The USA has had the light touch for too long and now that the gloves come off we see the cry stories and the media is every bit as guilty here.

 So whilst we think it is all the fault of the middle east, consider who gave us this stage and consider that the US has had every bit of benefit for far too long and the actual owners of the oil are now setting the stage and the White House is not ready for that game, not in the slightest.

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For those not seeing the oil field

There is a larger field, a larger oil field if you wish. And the people aren’t getting it. I get it, it isn’t an easy equation and it is not really your fault, because the media is guilty as hell in all this, but lets start at the beginning (well, some kind of beginning). One such headline is ‘Oil trumps human rights as Biden forced to compromise in Middle East’, it is one way to look at it, but it is the wrong way. My headline would have been ‘Greed is eternal at the expense of everything else’. The point here is that we get to see a few sides that the media is not giving us. It starts with the oil and that part is a lot more important than you think it is.  So lets take a look at the three nations and the barrels per day they pump.

United States11,184,870
Russia10,111,830
Saudi Arabia (OPEC)9,313,145

So America pumps out a lot of oil, now it makes perfect sense that they will not deal with Russia, but it is at present still an unequal information package.

You see the United States exported about 8.63 million barrels per day (b/d) and imported about 8.47 million b/d of petroleum. And now you think it does not make sense. So lets just say that the US is selling oil at $50 a barrel and buys it at $35 a barrel, so they get 8 million (rounded) times $15, is $120 million of profit a day and that amounts to $43.8 billion a year. Profit they basically got for free. The Kingdom of Saudi Arabia is not willing to give away $43.8 billion after the way the US treated the Kingdom of Saudi Arabia. There is just so much any person will take and I reckon the Kingdom of Saudi Arabia has taken enough of the treatment handed to them. So the US instead of catering to self sells 73% of all the oil they pump, so why should the KSA after the way they were treated cater to that situation? Even an alternative that the us keeps 50% of their sales, they hand the KSA 50% it might be seen as a compromise. The US could stop selling 2,500,000 barrels a day and cater to its own needs, but the profit of some are not easily swayed. They are seemingly willing to let the US population freeze to death (or boil to death). And these numbers are out there, the media has had them for the longest time. All these BS articles on going crude oil free whilst the US is selling 73% of whatever they drill. Seems a little hypocritical, doesn’t it? 

That 73% does cater to 176 countries and 4 U.S. territories, no one denies that, but the profit goes somewhere and not all of it to the US coffers owned by the US treasuries. Someone is getting rich and the media is happy for you to be in the dark about it. Ask yourself “How many media outlets have given view of the amount sold? Why is the US short on oil whilst the oil harvested goes somewhere else?” I get it, there is a need for profit, no one denies that, but we see all these articles that imply and suggest that the Saudi’s are the bad paty whilst the US is trying to get cheap oil so that they can sell it at a profit. And believe me, when we change the prices of the earlier given $50 and $35 into the real numbers the equation changes really quick and the numbers become exceedingly large. 

So why should the Kingdom of Saudi Arabia hand over profit that they are entitled to? Did you honestly think that Aramco was some non profit organisation? If it is it will be non profit for Saudi Arabia and its citizens, not for the US and their citizens, or the 176 countries that they could cater to. And the media does not really give you that, do they? So when the Guardian gives us “Brent crude hit a 14-year high of $139.13 a barrel in March, fuelling global inflation and a worldwide cost of living crisis. In the US, inflation is at 9.1% and accelerating, which is likely to translate into lost seats for the Democratic party in November’s midterm elections.” What happens when they sell 2.5 million barrels a day less and let that go to the US shortage? The equation changes by a lot does it not? 29% less sales will be felt all over the US and by Brent in particular, so why exactly does the Kingdom of Saudi Arabia need to play ball with the US, especially when China is exceedingly courting Saudi Arabia for all kind of goods and when I see the revenue setting of 375 billion + 530 billion that the Kingdom of Saudi Arabia is spending on improving Saudi Arabia, there is every setting where the US has overplayed its hand and China is now in a premium position to get their revenue balls rolling. A setting I warned about before Covid before 2019, there were courters in the field and when that overpriced US plane wasn’t going there, China could sell the Chengdu J-20 at a nice price to Saudi Arabia (I admit I was trying to get my foot in the door and make a play for a simple 3.75% commission), and when you consider that this bill might go up to 15 billion, my 3.75% makes for a nice half a billion (we all have overly big dreams), and merely to play the courier? You have got to be kidding, I am so ready for that part! 

But this was about oil and the US played the wrong hand several times over (like shaking hands with air) and now Saudi Arabia and especially Crown Prince Mohammed bin Salman Al Saud might feel that the US played them for a fool and the problems start when the US could not afford problems. A stage where we see that Brent Crude is not so innocent and the media should have been on top of this, but I will let you people decide how that should be seen.

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The size and shape of a stage

Yes that is at times what we face and it was weirdly enough Yahoo News that got me there. Their article ‘Biden’s Saudi Arabia trip denounced as ‘frightening and enraging’ by dissidents’ (at https://au.news.yahoo.com/bidens-saudi-arabia-trip-denounced-as-frightening-and-enraging-by-dissidents-140526416.html), and yet the small part ignored is that a dissident is a person who opposes official policy. So as the US is trying to make nice with the people they need, they are hindered by the people they do not need. So when we see “the street was in front of the Saudi Embassy, and its new name was Jamal Khashoggi Way.” So in all this, how much hay is being made by a nation (Brazil) where 100% more journalists were murdered in the last week? There is a lack of the 78 million articles, a lack of some CIA report (via the UN) that it is highly likely, there is a need to paint one person white, the other person black and hoping that no one will notice that Al Jolson was not African American. That is a stage we see, that is a stage people play for and we are caught in the middle. You see, the report was dubious in a few ways. It does not make the Kingdom of Saudi Arabia innocent, but it clearly shows that Crown Prince Mohammed bin Salman Al Saud is not guilty. And this all takes a harder sharp turn because the person no one (well almost no one) gives a hoot about was a columnist for the Washington Post. And the setting merely escalates from there.  

So as we see the pressing need for the US to postpone its dollar default for as much as possible, it needs business with the KSA (it is close to the only one who can afford this), they need the oil from them to be cheaper, because the US does not have enough and they all need it yesterday and the people who opposed official policy are trying to make that impossible. 

I have nothing against dissidents, some are validly so, some are to make a quick buck and get out of the mess they were in. That first group needs consideration, yet beyond them getting out they need to realise that if the dollar defaults they could end up back in Riyadh and how will they fare then? So now we get Bethany al-Haidari of the Human Rights Foundation, who gives us “Now she is worried that Biden will be sending to authoritarians around the world the message that political expediency trumps core conviction. And while that may always be the case in the world of realpolitik, the images sure to emanate from Riyadh will starkly contrast the divide between American values and practices.” It is a valid point, yet the validity is under fire from the setting of values and practices where social commitments have lost to the profits of big business. And the US government is not innocent here either. I spoke out about the essential overhaul of tax laws 24 years ago, they all called me crazy, it would sort itself out. And now? The US national debt has surpassed the $30,500,000,000,000 They are now well over $5,000,000,000,000 past the point of no return. At this point they need to reduce debt by $500,000,000,000 per year and it would still take 3 generations for the debt to become manageable. What do you think will go out the window first? Values or practices? A setting where the larger gain for the US will be Elon Musk, they know it and that is why they hate him. Mobile and energy power in the hands of one man, one man who is seemingly a lot more clever than Bill Gates and Larry Ellison combined and one generation later.  The politicians are scared, they opened a door they refused to close and now they are setting down with a mess all over the place, because they could not adhere to values and they are left with the practices that re out there at tax laws that are still unadjusted. 

The USA is about to become a mess for well over two generations and the media is silent, because they want their digital dollars, it is all they have left and it does not adhere to values, merely to the painting of flames and flaming targets. Elon Musk can wait until desperation takes over, Google, Amazon and IBM can wait and over that time Microsoft will merely become more desperate to spin their failures. Big tech in a world that merely adheres to the practices that they can adhere to for their board members and share holders. That is the world that needs to appease  to either Bethany al-Haidari or Crown Prince Mohammed bin Salman Al Saud. I reckon that the Bethany al-Haidari in this world are figuring out that they will be getting the short end of the stick, one that was handed to big business, not merely big tech. And Biden might be the last president before the Dollar buckles completely and the US becomes a third world nation. 

Are you depressed yet? 

Good, you need to see what is coming and for the longest of times, even as the media is trying to spin that all is well, all is not well and all is getting worse. As I stated, I do not give one hoot. It was clear to me when I saw the UN report that this was a hack job, that this was a well articulated magician’s trick and in the end how much visibility did we see on the 42 murdered journalists in Brazil? Journalists, not some columnist. And that is before we realise that Turkey has it own skeletons in their closet and when that gets out in the open we see the media is not indifferent, it is and has been actively hostile towards the Kingdom of Saudi Arabia, as such the Kingdom of Saudi Arabia can take its time and wait and watch the US go under one step at a time and at present quicker than several months ago. That is the reality, that is the impact of what some call realpolitik. It sounds nice on paper, but realpolitik is all about the practices, especially those who bring profit, values be damned. But the people who are lulled to sleep will see and face that part soon enough. 

So consider what you read and do your own research, do not take my word as gospel. I try to be as honest as possible, but I too adhere to practice more than value. I accept values and I admire those fighting for values, but in a place with 30 trillion in debt values will not last long, because every politician will see revenue as for the good of all and in that world people like Elon Musk are the options of tomorrow and no one has a better plan, because when that was an option the flaccid politicians saw it was easier to call me (and others) crazy and not in touch with reality, and that was not that long ago, these same people will now hide behind “It is difficult, it is a complex situation”, you tell me how I could see what was coming and I do not have an economy degree. I have three degrees, none in economy.

Enjoy your Friday and try to have a little fun.

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The Jamocratic joke

Yup a wordplay and it is not the only one I have, but it is one of the less ‘hurtful’ ones. In the first, I have a republican mindset, I have always had that. I oppose Trump in all its glorified stupidity. I believe the US lost a great man with the passing of John McCain and I think the republicans wrongfully stabbed Liz Cheney in the back on the words of a bully, but we will have a reckoning on that later. Today we start with SkyNews who gave us ‘‘Morally bankrupt’: Biden ‘humiliated’ by Saudi Arabia and oil companies’ (at https://www.skynews.com.au/world-news/united-states/morally-bankrupt-biden-humilitaed-by-saudi-arabia-and-oil-companies/video/5819a070a892b5de3db7a8f259bff9c6), now granted the news is 2 days old. I wanted a little time to mull things over, but the text as given by “The president said it’s “unacceptable” that oil companies are making record profits during “a time of war.”” Oh? America is in a war? Who are they in war with? With their ‘proud boys’, with their failures? The list goes on and it is not a nice list. They gave the power to Wall Street and Wall Street ants ledgers, not excuses. 

And we were given a list of the oil companies

Marathon Petroleum, Valero Energy, ExxonMobil, Phillips 66, Chevron, BP, and Shell.

Marathon made $69B in 2020, that was their operating income, Their Net profit was $9.9B in 2020. Valero might have had a larger revenue $117B (2018), but a much lower Net profit which was a mere $4B (2018), Exxon mobile was the bigger player with $276B (2021), yet only with a Net income of $23B (2021), less than 10%. Are they corporations? Yes they are! They own responsibility to their shareholders and 10% does not add up to much and the statement of “record profits” does not add up, well not completely. You see Biden was handed a bad hand and the Russians gave that to him, so to see him blame American companies is one failure, to nag and bitch to the Kingdom of Saudi Arabia after he vowed to make them a pariah on something lacking clear evidence is a second failure. None of these players owe him, or the American people anything. This is the setting of a commodity driven economy. Consider the list. The US is one of the top three oil producing nations, so why is all that oil squandered? Why did the presidents (all of them, Republicans as well) not halt the consumption of oil? Why was something not done 20 years ago? I have articles spanning back decades on this folly. In 2015 Americans told me to shut up (fair enough), but now they do not get to scream! 

They can have ice cream (to soften the blow) but not whinge and whine. 

You see the problem is so much larger, and the US is part of that problem, it was never part of that solution. In 1999 crude oil was at an almost all time low of $19.35 a barrel. The cost was so low that oil providers started to shut down, the only time is was lower was in July 1946. Oil has had a rollercoaster life with tops in 2008 ($187) and April 1980 ($142), so as it is now at around $114 I would say “You ain’t seen nothing yet”, oh and before I forget what wars were the US in in 2008, or 1980? 

No, as I see it when you decide to hand the reigns to Wall Street, you cannot ‘yap’ like the little chihuahua. A commodity driven economy does not care, it does not care that your granny is sick, that the dog ate your homework, or that the mistress will not have sex with you as you only bought her a Microlino instead of a Dodge Challenger. All parts a commodity driven economy cares nothing about.

And Saudi Arabia? They need to do what is best for their country, not what matters to their greed driven customers. Does it hurt me? Yes it does, but that is the world I live in. I do not control oil, I do not control wealth, as such I am its plaything just like anyone else. As such SkyNews has a point with “US President Joe Biden has been criticised as “morally bankrupt” and “weak” in regard to his energy policy after it was revealed he is planning to visit Saudi Arabia to discuss the global oil crisis.” Yes, it is one way to look, but if he cannot control the American people who are eager to dig a deeper grave by the day (they are almost deep enough to say ‘Nǐ hǎo’ to the Chinese people) and no one in the US is stopping the need for oil, higher prices is where it will be. A simple setting of Supply and Demand.

It is getting worse, less than 3 hours ago we were informed (by Reuters) “Egypt and Saudi Arabia have signed 14 agreements valued at $7.7 billion during a visit to Cairo by Saudi Arabia’s de facto ruler Crown Prince Mohammed bin Salman” in addition there is “the establishment of a $150 million “pharmaceutical city” by Egypt’s Pharco Pharmaceuticals in Saudi Arabia” That is the true benefit of being a true ally to Saudi Arabia, a setting now starts that will cost the American coffers billions, just as I predicted will happen in 2016, 2018, 2020 and now we see the first (or second) impact in 2022. The US pharmaceutical branch in Saudi Arabia will lose power, Egypt will rise. Egypt will offer services to the Kingdom of Saudi Arabia for billions, those billions are lost to the US and the EU. This is the impact of a failed policy that never had any strength to begin with. 

So in all this, the administrations of the US (not President Biden) failed its citizens. The administration set the paper tiger in motion that looks nice, but when the people around it know that this tiger is paper (unlike the one below)

There will be a lack of reaction, a lack of adherence and that is when we realise there was never any need to adhere to anything. So the American people pissed off the KSA and Elon Musk (both energy saviours). So how exactly was that letter anything but a bad idea even before it was written? I see it was a desperate act of an administration that saw its fuel policy go to $5.87 (from $2.17) a rise of well over 100%. We get the desperation of the letter, but the expectation of success is equally laughable. As such what is the letter anything else but an admission that bankruptcy is merely just around the corner? When this all comes to blow the larger setting will come into play and there Wall Street will get to learn the lesson that absolute greed has merely one direction and it is not a good one, but those in Wall Street will have packed up their 8 or 9 figure balance and they will have headed for a zero tax shelter with warm sands and warm beaches. The rest? Well good luck to them. Oh and do not forget winter (and the need for heating fuel) is a mere 17 weeks away now. 

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Restoring Redacted Recognisance

I have been in a bit of a trance, wondering on a few items that were nagging me, that is until I saw some flamboyant article. The article is a little too Simpson tainted to be taken seriously, but there was a grain of possibility there. My What if procedures started to crush the options. It did not make me happy, because for the most, I hate the ‘What If’ statement, it is something in second grade salespeople and telemarketers. As such I tend to avoid using it, but in this case there is almost no avoiding it. In a stage where there is an optional stage of revenue that could be anywhere between $400,000,000 and $17,500,000,000 the players Amazon and Google stay away? In the first it is more tailored to Amazon, but the stages include 5G, as such Google would be equally chomping at the bit.
Now the stage is about to move to Saudi Arabia, and I do not object. In two settings they have an advantage over the other two, but that is only in two of the settings. So I was puzzled, but then a few items from LA Times to UK papers hit me and the ‘What If’ setting came back. 

What If
So what if Google and Amazon just no longer have the manpower and the seniority to see what is about to escape them, it seemed so far fetched, but there was supporting evidence (of a sort) and there is no way in hell I would let Microsoft anywhere near it, I would accept a 35% payment from Saudi Arabia before I would consider a 175% from Microsoft, I am that disappointed and angry with them. And as I refocus towards Saudi Arabia I see a larger stage, one that could fir them taking a larger stake in either Amazon Luna or the Google Stadia, even as the Amazon Luna is a better fit, either will do and that solution alone should be worth well over $350,000,000, as such there is some benefit in having one buyer. Of course the Kingdom of Saudi Arabia might see that different, but that is not a given and as they get more options to diversification.

So we have an alternative stage, but the idea that the resources and brainpower of both Amazon and Google had dwindled to that degree is a little baffling. This has nothing to do with Covid. It has nothing to do with abilities. It dwindles down to two powerhouses, not taking a much better inventory of what is possible and letting it slip again and again until it is too late. Could that be the case? To be honest, I cannot tell, in the first because Sundar Pichai and Andy Jassy did not call me updating me on their HR woe’s and sorrows (and I never expect them to do that). So I am in the dark, but some others should not be and we have not heard from them have we? 

So what gives? Why would either player ignore that much revenue after getting hit to such a degree? It does not make sense, but that was before we see that they face a lot of grievance in the UK, EU and US. The Republicans are willing to slice Disney whilst destroying up to 60,000 small business owners with the attacks on Disney and their IP, Google has a few issues of their own to deal with, so a holding pattern is not the weirdest idea, but in this case revenue could go to China, Saudi Arabia and other players, how does that help any of them in the US, EU or UK? And that is before someone takes a hard look at Canada, with the top 10 of wealth being occupied by banks, but that is the hidden trap, without powerful businesses these banks will falter, time has shown that again and again, so what will be left when the redaction of recognisance is takin its toll? Restoration is the one path left, but that is a window with a limited timespan, I wonder if the UK and Canada realise that there is a point of no return and the US waited too long and now when there is a stage of restoration, the republican party is having a go at one of the most powerful IP holder in history, Disney. A setting that can have only one ending and it is not a good one, as such when Disney loses its protection, the cheap solution bringers in India and China will bring their options cheaper, not better but cheaper and all whilst well over 40,000 small business owners are left with nothing, because the IP kept their business safe and that is about to change, so when that happens and other resources do not grasp the business, what do you think will happen to that $25,000,000,000,000 debt? The interest alone will pull the entire US economy under with absolutely no options to restore any option to breathe. A setting I saw coming a mile away 5 years ago when there was an option, so when the US also losses its IP and more important the two powerhouses that create IP because they no longer have resources, what happens then? 

There is no what if setting here, we can just watch it unfold and I will be watching as well, because to be honest, I never expected these two players to have the IP resource lack they are currently showing. I honestly was caught be surprise (you see, it is possible to surprise me).

I wonder what Sunday brings, a hail Mary and a ZX Spectrum?

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The gamer is afoot

To be honest, I only saw this in the morning. It is a day old and the Guardian (at https://www.theguardian.com/sport/2022/mar/21/saudi-arabia-expands-its-sportswashing-ambitions-to-the-world-of-gaming) gives us ‘Saudi Arabia expands its sportswashing ambitions to the world of gaming’. This is a fortunate roll for me, the $400M-$600M (low estimation) of new IP (which is not on my blog) was initially available for Google (Stadia), and more available to Amazon (Luna) is now also an option for the Kingdom of Saudi Arabia. The third player in this hand has a few interesting benefits, not that Amazon would not prosper, but it opens a new stage and it also brings the Google Stadia into this fold. You see the article gives us “The kingdom’s sovereign wealth fund – a $500bn entity chaired by Crown Prince Mohammed bin Salman – announced a new gaming company in January 2022 with the intention of staking its claim in the booming industry.” Now consider a stage that this same setting gives you another arm that will allow for well over $400,000,000 which is set aside from the other avenues, but to a larger degree will offer a new income prospect and that is not something anyone would pass up, well Microsoft will have to pass up, because it is not on offer for them (so there). 

There are options opening when we see “The Savvy Gaming Group went on to purchase ESL Gaming – one of the largest independent eSport entities in the world – from Sweden-based Modern Times Group in an all-cash transaction of $1.05bn. It also purchased FACEIT, one of the biggest tournament organisers in eSports, for $500m, and later merged the two entities to form the ESL FACEIT Group.” Yet this all sets a new premise, one that I (and many others had not considered). This implies that Saudi Arabia will also set the stage that 4 clusters with up to 450,000,000 million gamers come towards the new light and there my IP will flourish, it will because I took into consideration a factor that all other gaming entities had overlooked and now my idea makes a whole lot of new sense (it was already making sense) but now more so and it is theirs for $50,000,000 post taxation (with a few additional items). So I will let you ponder how interesting a $50M investment is if you would end up with well over $400M. That is a mere 12.5% investment (expected less than that), good odds I say. 

So when we take notice of “Saudi launched a new billion-dollar initiative to transform the kingdom into a leading digital entertainment hub. The initiative, aptly named Ignite, is expected to fund the development of new games, as well as infrastructure for gaming studios and arenas. The kingdom also revealed plans to establish a big budget games studio in Neom, the proposed futuristic $500bn mega city in the Saudi desert. The studio, which is expected to produce and distribute games by a major publisher, would be the first of its kind in the Middle East.” Makes it all come full circle, a setting that we all overlooked and my IP is something they might be overlooking and a stage where you get three clusters representing well over $400M is not something one does callously. 

And at this point some will say “you are blowing your own horn”, my response would be, yes, so what? No one was looking there, Amazon could have bought it, Google decided not to go there and Microsoft is not worthy, and now the Kingdom of Saudi Arabia becomes a whole new dimension in a setting I never considered them in. In the end, it does not matter who gets me my $50,000,000 (post taxation). It is not greed, it is a mere retirement umbrella allowing me to have a kick ass vacation until I become that player that pushes up the daisies. A larger stage that was out in the open for well over a decade, and no one bothered to look there. I did and now (I hope) that my setting allows me for some platinum class R&R, can you blame me? All this is also reinforced by “Gaming consumption in the kingdom is projected to reach $6.8bn by 2030, according to the Boston Consulting Group, an entity that has worked closely with the Saudi crown prince to enhance his image.” And a stage where a prediction gets them a chunk of that money (over 5.8%) in the beginning stage is not something that should be cast aside. It will go higher, I just cannot say how high, because this has never be done before and I am not one to blow my own trumpet in an unrealistic fashion, what I have I can support (to the buyer), I reckon that the Boston Consulting Group could make that number a lot higher and support that setting, but that is an educated guess (aka presumption). And lets face it, if you got 10% of what you state will be the pot in 2030, is offered to you in 2022, would you pass up that setting? I will let you decide.

 

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Ding, ding, prices are going up

After I wrote ‘A symphony in only two parts?’ (At https://lawlordtobe.com/2022/03/16/a-symphony-in-only-two-parts/) two articles appeared (might have been more, but these two lighted up). The first one is from a place called oilprice dot com. The article (at https://oilprice.com/Energy/Energy-General/Saudi-Arabia-Considers-Ditching-The-Dollar-For-Chinese-Oil-Sales.html) gives us ‘Saudi Arabia Considers Ditching The Dollar For Chinese Oil Sales’ with the added “According to the report, the talks with China over yuan-priced oil contracts have been off and on for six years but have accelerated this year as the Saudis have grown increasingly unhappy with decades-old U.S. security commitments to defend the kingdom.” OK, that is fine, but I reckon the way Crown prince Mohammed bin Salman Al Saud has been treated by some will not have helped. Moreover if China sets the barricades of pushing forward and aiding SAMI in getting the internal growth desired these pushes might come to fruition. We are also given “China buys more than 25% of the oil that Saudi Arabia exports, and if priced in yuan, those sales would boost the standing of China’s currency, and set the Chinese currency on a path to becoming a global petroyuan reserve currency.” I feel uncertain to answer that part, but consider that there is a limit to oil, consider that China will request not the 25% they get now, but 30%, with an overcapacity of amount X, now consider that Saudi Arabia (ARAMCO) does that and therefor the US (and west) will now receive 5% minus X less. Prices will skyrocket. More importantly in the last hours we saw ‘Boris Johnson Visits U.A.E., Saudi Arabia, Seeking More Oil’ and here too we see the British PM go home without any commitments, CNN even gives us ‘Biden demands faster drop in gas prices as oil tumbles’, so where is he going to demand that from? Russia? Venezuela? UAE? Saudi Arabia? The man who was desperately outspoken about making Crown prince Mohammed bin Salman Al Saud a pariah is now telling that same person to drop prices? Man does karma suck and then some? We see the stage of painful karma in article one, but why article two? That is seen as we contemplate the title ‘Saudi Arabia’s Oil-For-Yuan Bid Won’t Threaten the Dollar’ (at https://www.bloomberg.com/opinion/articles/2022-03-16/saudi-arabia-s-oil-for-yuan-proposal-won-t-threaten-the-dollar) it is a good and decent piece, but an opinion piece none the less. There we get “Is there a situation more absurd than two of the world’s most dollar-dependent economies promising to free themselves from the exorbitant burden of the dollar?” I believe that a few gaps are there. This is no longer a ‘too big too fail’ market. The US has a debt surpassing $30,000,000,000,000 and that debt is growing by billions a day. In addition in this economy that is picking itself up fuel prices could (could being the operative word) go up by 20% before October and then winter comes. You all watched the income of dreaded winter in Game of Thrones, now you get to see it in your neighbourhood (if you are north enough to see it for yourself). So the quote “it’s inevitable that the perennial chatter about the yuan challenging the dollar’s status as the world’s reserve currency should be revived. Such talk has always been fanciful — but it’s even more unlikely right now.” The man is not incorrect, but these talks have been going on for 6 years and in that time the largest one has surpassed a point of no return point in debts, and number two and three (EU and Japan) are not that far behind, they will take extensive damage if the dollar topples. Yes, we all here that noise “It will never happen” but really? How much debt will that take and when it happens, the Kingdom of Saudi Arabia will have to do whatever is best for the Kingdom of Saudi Arabia. The writer then gives us “The yuan punches far below its weight in terms of foreign exchange transactions, and the dollar punches above its weight” which to some degree gives us that Saudi Arabia might consider it and when the oil shortages start adding up, that move of Saudi Arabia solidifying longer and stronger walls with China the stage is partially set. Life in the US and EU will become unbearably hard. Even now Japan is trying to set up new stimulus packages and we saw how great that was for the EU, trillions in added debt and no restarted economy. Ad there is a direct link in support between the US, EU and Japan. So when these support structures collapse we see a sort of house of cards impact and that affects the global economy, no matter how you want to present that picture. Consider the simple stage of California. In Los Angeles fuel costs $5.876, now consider adding 20% to that, all whilst life in Los Angeles (all over California) is as expensive as it ever was. With the shortage of drivers and deliveries that market will sure to set a few more stages. In 11 districts in California fuel prices are (presently) the highest ever, so add 20% to that? You think it is impossible? Think again. The Middle East has given NO guarantees that there will be more fuel, it basically has no interest to do that, or to lower prices and around the corner is China enjoying the commercial stage the US (EU too) pushed themselves in and they get to direct the fallout of that setting. 

Now, there needs the be a clear message. “I could be wrong” an educated guess remains a guess, yet what I found is coming from decent sources and because the writers do not want to look into the dark corner does not mean that dark corner goes away, it merely means that whatever comes from there will come less expected and hits the people squarely on the jaw. And the setting that we see now has been growing month after month for about 2-3 years. So the people in that corner WANT this to happen. Like myself they are hoping for that fat bonus and some of them have received guarantees (I did not) So the people pushing this have an interest to push this. I do not care that much unless the 3.75% bonus comes my way. At that point I would state ‘Push all you want’ because that too is the result of a commerce based world and now the inhumane setting of that becomes clear. The US never cared when they got to call the shots, but that is now no longer the case is it? So when we see a president giving CNN ‘Biden demands faster drop in gas prices as oil tumbles’, they seemingly forget that oil prices were dropping when there was still supply at a higher price and there is a decent chance that these prices will go back up before those reserves are completely gone. And when they are gone oil volatility will hit American households all over (EU too). The dream of every family it own car will be to live in a stage of perpetual work at home because the people cannot afford to go to the office and then reality comes calling double quick. So perhaps yes, I do hope I get my bonus, if only to retire with a will to live and I am not alone in that setting. There are millions like me all over the world. 

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The setting of what might be

I have always been a firm believer of the quote ‘Via ad sapientiam scientiam requirit’, which translates to ‘The way to wisdom requires knowledge’. It is something I have close to forever embraced. We can go into all directions on WHAT wisdom is but I have accepted that it is slightly different for every person. Yet without knowledge you will never find that place. Even blindly poking a map with a needle will never get you there. This is merely the stage of nearly everywhere.  Whilst people are focussing on what it happening between Russia and the Ukraine, whilst people are wondering if they are next (Bulgarians). I know that I know nothing on what is happening now, so it seemed wise to occupy my brain in different ways. And weirdly enough, I came up with new IP, military IP. My mind designed a new weapon system to incapacitate submarines. I have no idea if it works, but the setting is always nice to use in a story, a game or a movie. Where? I cannot tell, not yet. But the mind goes where it wants, sometime to places we desire and sometimes to places we cannot fathom. And for some reason, my mind went to the deep blue see, thanks for that granduncle! And I came up with a new submarine disabler. Now for the functionality I am all up in arms. I have several ideas on a few matters, but the targeting part is still a mystery (as I am not up to speed with submarines and torpedo’s) but I grasp the basics. The thingamajig (sonar) connects to the target and when distance becomes zero the whatchamacallit goes boom. But what happens when we decide not to go boom? And that is where my mind went and that is where the kraken torpedo becomes the reality of whatever story (or script) follows. 

You see people are all about destroying and I went in the other direction, the same as the weapon I designed in ‘The impact of insanity’, an article I wrote on January 20th 2019 (at https://lawlordtobe.com/2019/01/20/the-impact-of-insanity/) where I designed a stealth weapon that could disable the Iranian navy. If the big boys will not deal with them, I will. So I handed the idea to the Kingdom of Saudi Arabia (KSA) and I left it to them to decide. It is after all their direct enemy and to some degree their problem. I also came up with the idea to melt down their nuclear reactor (see other articles) and that idea came to me via a snow-globe, so my brain is as wacky as it gets. I prefer IP in IT, gaming or entertainment yet I do not have a choice in the matter. My brain goes where it wants and I reckon that if it meets up with any of 5 certain ladies it will go in a very different direction again, which could lead to really hot IP, LOL.

The setting of what might be is to be treasured yet it almost never goes into expected directions. It might just be me, but there is every chance that the makers of the Aloy series saw where their track would lead them. We can see now (3 hours ago) all the bickering, the BS accusations and small stages. For example someone gives us “The game doesn’t have any game-breaking issues, but it does have some that are vexing players. For example, everyone hates Aloy’s hair.” Yet the problem is the use of ‘everyone’, and that cannot be, because I have not found any part that I hate and after 20 hours of actual playing I am somewhere between 15%-20%. Watching the environment is overwhelming and it is the SECOND TIME EVER that I used photo mode. The first time was Assassins Creed Origins. For the most I do not care about photo mode, it is nice and some like it yet not everyone cares. I do not, it is an extra and this time I cared. I merely took one snap to show just how perfect the game looks and when you can do that at an active point in the game, that makes the game amazing. And ever as Metacritic is at a mere 88% (Xbox players will be haters) I feel certain that it will get to the 90%-95% where it deserves to be. Now, I cannot tell if the people of guerrilla adhere to ‘Via ad sapientiam scientiam requirit’ but I am curious to find out. At some point someone dreamt up Aloy, someone dreamt up the robotics that wielded Zero Dawn and now what we see now. A true new gaming IP was created and for me that matters, because the game has shown me so much innovation in one game it is game changing and that matters, because innovation will always matter. Innovation is the game changer of ANY industry and we all got there through knowledge. It is a much longer debate to see if there is a relationship between innovation and wisdom (example Facebook) because wisdom is grown and it allows us to create a safe road, a silk road or a fast road, it is the application of wisdom that matters and it is not always a guaranteed given. We are all slaves to our thoughts, we are all driven to the creative mind. We can overanalyse, we can do so much, but can we understand it? I want to because just like nearly any other gamer I would like to come up with the golden idea for a game changing game. I think I have one that sells 50,000,000 Amazon Luna’s (Google does not design software for Stadia) but it is what it is. Beyond that I made several game IP freeware for Sony and Amazon developers. My mind will not stop designing and that is fine (but it makes me lose sleep). 

We can speculate on what might be, but I believe it to be a waste of time. I merely write down the IP (not all in this blog) and move on, it is the best I can do and whatever will be will be, what might be is a road to nowhere. So there is a 4th road, so am I at some crossroad?

I simply cannot tell at present.

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