Tag Archives: Lebanon

When drought sets in

That is the moment that is feared, it happens all over the world. The drought in Australia had been close to legendary, and then there is New Mexico, Texas, small parts in Oklahoma, as well as Missouri. Europe is also facing issues of drought with crop failures and loads of farmers now facing bankruptcy. Countries like Spain, Greece, even parts of Southern Sweden now having more than just a dry spell. After a summer of record wildfires that burned roughly 250,000 hectares of forest, we see that the Swedes are slamming down on the change of lifestyle that has squarely hit them in this green jewel called Sweden, they record the worst drought in 74 years.

Drought is a way of life in some cases and depending on the situation you bank, drought becomes a game changer. So when we are introduced to ‘Hezbollah turns to charity amid economic woes‘, we see that it is not merely a dry spell. We are faced with the quote “Iranian excess wealth, which has funded the group with hundreds of millions of dollars a year, appears now to be drying up“, it is in line with “Hezbollah officials have been scrambling to put a lid on the aforementioned “crisis” as its coffers have been depleted in the wake of its large outlays on fighting in Syria and from the increasing squeeze of U.S sanctions on its patron Iran“. Yes there we have it, when we see ‘its patron Iran‘, we see the setting of Hezbollah, the ‘bitch’ of Iran, a tool to be used and discarded when the situation requires and it seems that Hezbollah is a tool that can no longer be afforded and now we see “resorted to the more traditional means of fundraising through its Islamic Resistance Support Organization and Imdad Committee for Islamic Charity“. It seems that those opposing Hezbollah and Iran are making gains in this path, as Hezbollah is now in an economic crises, they might consider that for every missile fired on Saudi Arabia, a thousand people need to abandon a week of food for a thousand persons. Consider that 165 missiles have been fired, where does that leave Hezbollah? OK, that was a wrongful setting, because the missiles are seemingly coming from Iran. We see more and more evidence that this is the case, yet how exactly has remained in the shadows of speculation for now. The biggest issue is not the fact that they rely on charity, it is “Nasrallah seems to understand the severity of the problem, telling members of the group’s Education Unit, which provides scholarships and operates schools, that the crisis would “endure as long as U.S President Donald Trump is in office,” sources told Annahar“. I would think that their involvement in Yemen, being one of the main causes of the absence of humanitarian aid would be a much bigger issue. In this, the National gives us “Saudi Arabia’s ambassador in Washington has set out evidence of Hezbollah’s deep involvement in the war in Yemen, including footage of commanders directing training for Houthi rebels“. In this, I personally do not think that the fact that they are a mere Iranian tool matters, their involvement is a key part in the extensive hardship on the Yemeni citizens. That part is shown in several sources giving us: “Because terrorists use human shields to protect themselves or cause civilian casualties “without facing consequences,” it is imperative that “terrorists and their sponsoring regimes must be held accountable for their brutal practice of using civilians as human shields,” argued two experts in an op-ed published Wednesday in The Wall Street Journal“. In this Hamas and Hezbollah seem to take the same approach. When we are introduced to the Hamas side with: “they exploited “the bodies of our women and children,” in the words of Hamas chief Yahya Sinwar, to protect its fighters as they attempted to infiltrate Israel. Though Salah Bawdawil, another official of the terrorist group. later admitted that most of those killed by Israel were indeed members of Hamas, Dubowitz and Kittrie observed, “the television images had already done the intended damage to Israel’s reputation.”“, so tell me, what happens when the drought of human shields sets in and the lack of children cadavers becomes overly visible? What remains at that point?

This is the setting and whilst Hezbollah is seeing its drought into new requirements for other tactics, we must ask ourselves, why was the entire Iranian-Hezbollah link allowed to continue in the first place. You see, when we are ‘treated’ to “the television images had already done the intended damage to Israel’s reputation“, we are not told that the media will not correct for the exclamatory statements that they make, they will not correct for the howling negligence or incompetence towards the true setting, because the emotional feed is too useful, as they merely focus on the needs of the shareholders, the stake holders and the advertisers.

That jump makes sense in a moment. As we were given (from various sources) “Over 1.4 million people have fled their homes in Yemen and are now struggling to find food and water. There are additional food shortages because farmers are unable to pump water to their fields“. In all this, with all the shortages we see that the Yemeni’s have to make very different decisions. When we see this pristine child, clean clothed, looking not hungry or thirsty, whilst in opposition we see levels of severe malnutrition, we need to reconsider what drought actually means.

You see the dictionary gives us “a prolonged period of abnormally low rainfall, leading to a shortage of water“, yet it also gives us, the version we forget about. With: “a prolonged absence of something specified“. That is the version we need to focus on. As I stated it a few days ago, we might see the setting of those clean kids, new clothes, shiny rifles and a cameraman, but in that setting, in a prolonged absence, we see that they are the most vulnerable, the easiest form of extremism, kill and you do not go hungry (for a while at least).

It is a setting that Hezbollah has used over time again and again. I will say that there is no evidence that this is a specific Hezbollah setting. They might be on the sidelines using whatever tools handed to them and these kids, optionally for the first time in years with new clothes, a proper feed, we see the setting that radicalisation is getting too easy for the players and that is also why Humanitarian help is essential. When we dig deeper, we see the amount of sources, photographs and videos pile up, a proxy war that seemingly has children on both sides, where will it end?

So as we get back to Hezbollah and its patron needs; when we consider: “the party has attempted to implement de facto austerity measures, cutting certain social programs it provides to large segments of Lebanon’s Shiite community yet preserving the payments to the families of dead and injured fighters“. When the issue becomes ‘payments to the families of dead and injured fighters‘, it is their choice, yet in a stage of a drought of basic needs as we see that “its donations have maintained funding to around 40 percent of its needs“. Perhaps setting different priorities like for example, stop being the tool for Iran is a first step in all this. Especially when we see that the funds are drying up. the idea of Iran having to step in and actually do the fighting themselves is a first step to recognising that Iran is no longer in a proxy war, but in an actual war theatre where they are clearly seen as the warring party that they are. I wonder how many European nations would be willing to continue the setting of “The European Commission unveiled Thursday a first tranche of 18 million euros ($21 million) — 8 million for the private sector, 8 million to cope with environmental problems and 2 million for drug abuse“, in some misguided Iran aid deal whilst we see that the involvement of Iran in Yemen is basically part of the children dying through proxy wars and barred humanitarian aid, as this benefits Iran to a much larger degree. So whilst we have seen all kinds of attachments to laws, Is there any clear attachment to the ‘50-million-euro effort to help Iran cope with economic and social challenges‘, with the setting that its involvement in Yemen, once proven will slice funding by 90%, or were the big business people of Europe unable to concede to the idea that there should be some level of morale in all this? This setting is important, because if the Iranian funds are going dry, it equally means that Iran is out of options and in that light we need to consider that Europe had more options to get a much stronger humanitarian based agreement, yet these steps are not done, is that not equally strange?

In all this, whilst the clear diminishing funds are shown, we are also treated (two weeks ago) to the ‘Hezbollah’s Ababil drone on display in Mleeta‘, as well as the misdirection of “the Pentagon estimates that each UAV can cost as little as $200 and will be used by Hezbollah in other combat fields“, It is my personal view that this is clear misdirection as the systems contain at least $300 in metal and $500 in optical parts, the electronic are close to another $1500. So someone at the Pentagon seems to be buttering someone’s sandwich in all this.

Yet the story is clear, it seems that Hezbollah is another player where hunger is inferior towards its hatred of Israel and its facilitating displeasure of Saudi Arabia through Iran, and we must recognise that in all this the US is equally guilty to some degree. Instead of the statement from John Bolton: ‘Hezbollah forces in Syria must go back to Lebanon‘, he should have clearly stated: ‘Hezbollah forces in Syria and Yemen must go back to Lebanon‘. It would have been a first step is setting the stage that Iran would be left with less and less options, by not addressing this we are faced with a Hezbollah who is now eagerly awaiting charity funding to prolong the Yemeni situation (among other options), a situation that needs to get cut short and right quick.

In the end, when the drought does set in and you are still all about a continuing war that was not about you in the first place, at that time when you rely on charity and donations, merely to pay the ammunition and drone bill, isn’t it time that a harsh look at ones priorities becomes more and more essential?

#59HoursUntilMondayMorning

 

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Oman’s neighbour

You might remember the state of Oman, capital Muscat. There are several reasons to remember Oman, the fact that they got into the news last March with: “The Central Bank of Iran has allowed lenders to issue guarantees for Iranian businesses planning to invest in Oman or those who seek to take out loans from Omani banks” is merely one reason. The fact that they are next to Yemen is the actual reason to mention them. You see, when you look at Amnesty International, you see (at https://www.amnesty.org/en/latest/news/2015/09/yemen-the-forgotten-war/) the quote “On 25 March 2015, an international coalition led by Saudi Arabia launched air strikes against the Huthi armed group in Yemen sparking a full-blown armed conflict. Over the following three years, the conflict in Yemen is showing no real signs of abating. Horrific human rights abuses, as well as war crimes, are being committed throughout the country by all parties to the conflict, causing unbearable suffering for civilians” is the issue. Now, let’s be clear, Amnesty International is not lying to you, but the setting that led to it is equally important. The missing part is: “Houthi forces controlling the capital Sana’a and allied with forces loyal to the former president Ali Abdullah Saleh have clashed with forces loyal to the government of Abdrabbuh Mansur Hadi, based in Aden“, the setting is ‘former president Ali Abdullah Saleh‘ versus ‘deposed president Abdrabbuh Mansur Hadi‘, deposed by the Houthi’s who had instigated a Coup d’état. I will admit that it is more complex than that (or better stated there are additional unmentioned facts here), yet the forced deposing of the then president Abdrabbuh Mansur Hadi is still an issue; he went for help towards his allies.

That part is an important part that is missing. After that things went from bad to worse with on the frontlines Iran using Hezbollah enabling the deniable launching of missiles on Saudi Arabia, that is a clear setting and this escalation has no sign of letting up or slowing down.

Now we get the setting that Bloomberg is giving us. the setting (at https://www.bloomberg.com/news/articles/2018-07-26/yemen-rebels-say-they-attacked-abu-dhabi-airport-with-drones), with the headline ‘Yemen Rebels Say They Attacked Abu Dhabi Airport With Drones‘, the issue is not merely that they have access to drones, the setting of the Iranian missiles and the fact that the Houthi’s are attacking both Saudi Arabia and the UAE (which is denied by the UAE) gives rise to other parts. with the quote “The source confirmed that the drone, Sammad 3, begun its operations by targeting Abu Dhabi International Airport with several raids, in response to the UAE crimes against Yemen” gives rise to the setting that this is no longer merely a Houthi versus the world setting, the entire premise that not only was there a new Drone developed, the Sammad 3 is also actively attacking the UAE, the question becomes is this done via Saudi Arabia, or via Oman, not merely transgressing on their sovereign land, but is it done whilst some in either government was aware? The direct path via Saudi Arabia makes more sense as there is a whole lot of nothing in that region. The second question becomes: why strategically deploy in this way? We might accept that whatever the Yemeni have is nowhere near what the US has, so it will be less than $12M per drone, but how much less is it?

In addition, what is the operational ability of the Sammad 3 (the speculated drone in question)? When you look into the timeline that one announcement comes after the announcement of the Sammad 2, whilst increasing the operational support 10 fold is also suspicious on a few levels. You see, every system increases as becomes better, but 1000% increase is a little much by any standard. Even as we accept that some strategies are better than others, Middle East Eye gives us: “Since the Saudi-led coalition launched its war in Yemen in March 2015, the UAE has been a key player. Yet, while Riyadh’s goal has been to restore President Abd Rabbuh Mansour Hadi to power and crush the Houthi uprising, Abu Dhabi has focused more on the south, training security forces to secure its own geopolitical ambitions“, in this we might question some actions, and they are to some extent, yet the overbearing issue is that there is an Iranian finger in this pie. Only 14 weeks ago we were treated to: “The Yemeni government says that Iran supplied the Houthi rebels with drones used to attack Saudi Arabia. On Wednesday, Riyadh said it shot down two drones in the south of the country and intercepted ballistic missiles launched by the Houthi forces in Yemen. The drones are “made in Iran”, said Yemen’s internationally-recognised government on Saturday. It added that the country’s military did not possess such aircraft and it was “impossible to manufacture them locally””, this not directly contradicts the Bloomberg news by Mohammed Hatem. You cannot erect a drone solution in this short a time span, not even if you had all the Viagra in the world, so the tool erected setting of Iran trying new tools in the political and escalating statement arena regarding ‘drone strikes’ is more than an issue. When we see the news given from Almasirah Media Network with ‘Air Force Unveils New Drone, Sammad 3‘, are they the tool or, was the statement by The National who by their own words are ‘committed to serving the local UAE community‘ misled and they are misleading the UAE community? You see one of the two is true, not both. No matter which path is the real one, it is my personal opinion that none of this existed without Iran, they are in the middle of this and the other media sources are trying to steer clear as some are trying to ‘save’ an illusionary deal with Iran that was never a real prospect to begin with. No matter which one is true, the Yemeni population remains in the middle of it all. there is a second side to this, the events in the red Sea where a tanker was hit is now stopping transfer of oil via the Bab el-Mandeb strait, potentially upping oil prices. It is a clear intentional push for the US to get involved, especially after we were told “A huge tanker with a shipment of oil from Saudi Arabia bound for Egypt was damaged by a missile attack from the northern Bab el-Mandeb strait in the Red Sea. The Houthi rebels in Yemen, armed and financed by Iran, were responsible for the attack. It happened in the wake of the renewed exchange of threats between the United States and Iran, which could also hurt the oil market” (source: Haaretz), in addition we got “Iran’s Quds force chief Qassem Soleimani said on Thursday that the Red Sea was not secure with the presence of American troops in the area”, so there is a much louder setting that Iran is willing to escalate towards direct outspoken war. I reckon that as Europe is becoming meaningless, the direct involvement of Iran will turn defeat to victory. That is not only not given, there is every chance that the UAE and Saudi Arabia will make a united front, in addition, the naval actions could be bad times for Egypt, so there would be additional support for Saudi Arabia and the UAE. The questions will soon become, where does Qatar stand in all this and what are their options. They have their own worries as accusations more and more ridiculous are hitting the media. It seems that the Sydney Morning Herald is becoming the joke of independent journalism, whilst merely parroting that idiot Martin Ivens (as I personally see him in all this) on “In article published by The Sunday Times alleges the Qatar bid team used a PR agency and former CIA operatives to disseminate fake propaganda about its main competitors, the United States and Australia“, whilst the Sunday Times still has not given the people the millions of documents he stated he had with the previous accusations, so we can all optionally agree that Nine Networks is now wearing the pants in the new merger. That matters, because some are not merely tailoring to the needs of places like (censored name of sponsor), they are setting the stage for unsolicited change and through these events they are adding needlessly to pressures in the Middle East.

Pressures that need avoidance because the expression ‘If you have to fight, fight like a cornered cat‘ is a role that Qatar could be pushed into. I actually prefer the Dutch version of that expression which is ‘A cornered cat can move very unpredictable‘, that is more worrying, because the unsubstantiated accusation are an actual issue on a few levels now. so when we see “the alleged smear campaign included paying a professor $US 9,000 to write a damning report on the economic cost of a US World Cup, recruiting journalists and bloggers to promote negative stories in the US, Australian and international media, and organising grassroots protests at rugby matches in Australia“, we demand to see that report, as well as all other evidence; we need to be shown clearly where the lies in that report were as well as the other evidence. Is that not simple? Show us the ACTUAL evidence!

All these settings are important. We can vocally set the stage against Iran (like I am doing with both evidence as well as a comic look at the two images earlier), and I can look at the presented and i am using the published details available to me with all the settings that are open to the audience at large. I never proclaim to have all the wisdom in the world, yet hiding behind ‘unnamed sources’ and ‘unpublished evidence’ like the Sunday Times, whilst I regard them because of that as nothing more than a mere courtesan to sponsors, that is how I see their actions, when the need to investigate FIFA was there, these media buffs were all about the hooker in the bookcase, the entire setting of the media had become questionable. The setting of the Garcia report, whilst the newspapers and media failed to hammer down on Hans-Joachim Eckert, so when we got the ‘refused to publish on various legal grounds‘, who went after Hans-Joachim Eckert? the entire matter also involved the Qatar 2022 cup bids, so as it stands, we need to make sure that places like the Sunday Times and the SMH are now also optionally the spreaders of Fake News, but that is apparently not the case when they have their unnamed sources.

Even as I spoke out in the end against Qatar 2022, it is only because of the stage that Qatar found itself in. It is not up to me who got them there, some was all their own doing, but a larger part was the act of smear campaigns that we see now. Almost four years of smear campaigns. If we are to actually do something about it, then EVERY newspaper is to offer the 350-page report of Michael J. Garcia from September 2014 on their website with a full page 3 summary of the report. That is the first moment that we can start taking journalists serious again (possibly with the Sun as the one exception). It is my view that anyone who was part of misleading regarding Qatar, or in the other direction supporting in falsehood the Qatar bid should be barred for life from every official sport event. It is the only way and that is merely the one side-track that the Yemen situation now calls for. With Iran upping the stakes in Yemen and with alleged drone strikes on UAE and actual attacks on Saudi Arabia, how long until one of them sees a reason to lash out against Qatar? You see, the plot is also thickening when we see the Iran increasing non-oil trade with Oman by 136% in the last quarter alone. That is half a billion in value, now we can agree that every nation has and needs trade, so I would be the last one to state against it, yet there is every indication that Iran is trying to set the mood fir additional change. Some will remember the setting last year when we were offered “Bank Melli Iran and Bank Saderat Iran will resume their operations in the Omani capital Muscat which had halted during the sanctions that cut off Iran from the international financial network“, this is now seen against the news from March when we saw ‘Iran, Oman resolute to grow banking relations’ with the additional quote “Drafting an operational and practical program with opening joint accounts based on the national currencies of Iran and Oman, independent from foreign currencies, should be considered as one of the requirements of developing banking relations“, so what happens, when the setting of the national currencies becomes the foundation of a credit swap where oil is the determined value? It is merely one step away and the US crying for cheap oil is that one element that could make it happen. The US not acting against Oman, whilst knowingly allowing for the swapping of Iranian originated oil based CDO’s is not that far stretched, is it?

Now we have billions in funds, an operational drone team and additional Hezbollah populists trying to set the stage in Yemen. there is support for that view (to the smallest extent), Arab News two weeks ago gave us: “Yemen’s foreign minister has called on Lebanon’s caretaker government to “rein in” Hezbollah and its aggressive tactics in support of the Iranian-backed Houthi militia“, whilst in addition, whilst the National gave us last week: “The UAE Embassy in Beirut has denied claims made by Lebanon’s pro-Hezbollah Al Akhbar newspaper regarding an “Emirates Leaks” report that says Abu Dhabi is applying pressure on Muscat over the Qatar crisis. The embassy has called the leaked diplomatic correspondence from the UAE Embassy in Muscat “false” and said that it was aimed at creating tension with Oman“. We need to realise that the two are unrelated articles are merely that. One has apples, the other pears and the fact that they both represent pieces of fruit is no evidence, changing one of them into oranges does not behold additional truth that should be clear. Yet the stage where Iran decided to increase trade by 136% is a shown fact and Iran has been doing something similar with Turkey which has not given Turkey an additional amount close to $5 billion in the last 6 months alone. Iran is setting a trade stage where in the end, in light of their devaluation and monetary value can soon (or already) only be honoured with oil, how quaint!

It is not merely the plans in place, it is the funding that these projects require, that is where it seems to make sense, but it is not a given that those are the only paths that are being trodden. You see, there is still the Uranium enrichment program that is worked on. With those in the works, we see the need for serious amounts of cash, skills and equipment, all that from a setting where the infrastructure was no longer able to meet the financial needs and the commitment from Iran towards Yemen by the Iranian commander in chief shows that the next step is not that far away, they will need resources and there is now at least a partial setting in place where the facilitation is close to complete. From my point of view, lowering the pressures on Qatar allows Qatar to walk away from Iran as far as possible limiting the options that Iran has, and that is an essential requirement at present.

Even as we see several sources give us lines like: ‘Oman and Kuwait has taken a neutral position in the dispute involving Qatar‘, I am actually less and less convinced that Oman is completely neutral in all this. Is the trade merely growing sympathy in Oman, or is news from places like Sarfayt and Dhalkut changing the sentiment that the people in Oman have? I actually do not know, but something seems to be stirring in Oman, perhaps it is not a pro-Iran feeling, merely a lessened anti-Iran sentiment, they are not the same. What does matter is that all this is escalating giving Iran more options in Yemen, to counter that outside of a full scale event in Yemen is to take away the available fuel that Iran has and I think that removing pressure from Qatar is a first step in all this. Should this be successful, we might see a setting where Oman feels less comfortable having strong ties with Iran, which seems to serve everyone’s purpose (except Iran of course).

 

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Humble Pie

Merely a few hours ago, Bloomberg gave us ‘Iran Is Ready to Discuss Yemen Conflict with European Nations‘ (at https://www.bloomberg.com/news/articles/2018-05-28/iran-says-ready-to-discuss-yemen-conflict-with-european-nations). You might think that this is a good thing, but it is not. Iran is caught in a two side war, just like I predicted in the previous 3 weeks. Just like that, they are willing to talk. They have suddenly realised that time was up and now they are grasping at any side that will be willing to facilitate for them at a price. It is linked to a few escalations on more than one side. Even as we read here: “Iran will be holding a new round of talks with Europe on the Yemen conflict, negotiations that have taken on greater significance as the sides try to salvage a nuclear agreement“, the start gives the goods, Iran wants to protect the nuclear agreement at all cost. Their high farting like sounds of political boasting is coming to an end, there was never any option and now they must concede on several sides. Even as one side is taken from them, they are willing to concede on the Yemen side as it was never going to be a realistic option and as Hezbollah has failed again and again in their pursuit of successful strikes on Saudi Arabia, none happened and now they need to find the one war they might actually have a chance of winning, it is the Nuclear agreement and even that will backfire soon enough. So when we read: ““Iran, like the EU, is unlikely to want to mix fate of the nuclear deal with that of talks on other issues,” said Aniseh Bassiri Tabrizi, a research fellow at the Royal United Services Institute in London. “At the same time, it is important for them to keep a channel of communication open with the EU, whatever happens on the nuclear deal, and the best dossier to do so is Yemen for them.”“, I tend not to be in agreement. You might think that it is all the same, but it is not. It is not about ‘whatever happens on the nuclear deal‘, it is about making sure that this agreement is salvaged, Iran overplayed its hand and now that there will be hell to pay, they need to find a way out, if only they can find the right greed and ego driven Europeans to make a quick deal, at that point the media can reflect on some victory, whilst there is no actual victory. You see, there is a second side that is part of this. Iran has figured out that the only interests that Russia has in Syria are Russian ones and in that picture there is no space for Iran, Israel has made that abundantly clear and as such Iran stands alone and with the hits that Israel has been making in Syria on Iranian troops and the strike last Thursday as well as the silence (or better stated lack of loud boasting) by the Syrian governments indicates that the absence of Iran is well liked, even though they are not willing to state it out loud. Syria wants to get the most out of the Russians and Iranians as it can get, which is perfectly fine, yet Iran is too much of an issue for Israel, after years of boasting and threatening, Israel decided to act; the political field was ripe for that. With both America and Saudi Arabia opposing Iran and Russia not really caring about Iran, Iran is in an unwinnable situation, the Iranian coffers drained by enabling Hezbollah as well as the actions in Syria have drained a large chunk of their reserves, Iran need to cut its losses and it is doing so with the gesture we see in the Bloomberg article, one of many to follow I reckon. That truth becomes a lot harsher when we see: “Chagai Tzuriel, director general of the Israeli ministry of intelligence, said he believed that Moscow realised that fighting between Iran and Israel could undermine gains made by Russia during the Syrian civil war“, we know that there is no hiding for Iran, they played the game as far as they could, now that option after option falls away, they are determined to hold on to the Nuclear agreement. This also opens the second stage for Israel; they can now more effectively take care of Hezbollah, now that there is an open season on Iran, Hezbollah can (hopefully permanently) be dealt with. In that regard there is no lack of either Israel or Saudi Arabia to hunt them down and without Iran that might well happen. For Russia it is not over, you see, the Jerusalem Post gives us “Lavrov’s comments are part of an understanding reached between Israel and Russia to keep Iranian and Hezbollah forces away from Syria’s border with Israel on the Golan Heights“, that sounds nice in theory, yet over the years Hezbollah has shown never to keep any agreement (when they were not out of ammunition), so there is a setting where it is very realistic that Hezbollah will do whatever it wants and puts Russia in a pickle, as such both sides agreeing to get rid of Hezbollah makes perfect sense as such Iran is really not willing to stay there as a piggy in the middle. In addition Russia stands to make a lot of plus points in the Saudi Arabia side of things, not just by pushing Iran away from where they are, but to push Hezbollah away from Syrian and Jordanian borders which gets them nice points at the Jordanian royal court as well. In all this there is actually not one part of Hezbollah that has any redeeming value at all, and the worst part is that Hezbollah knows this too (yet they do not care).

There is one additional side that Iran needs to worry about. As Saudi Arabia has given to Germany to be the aggrieved party in Germany’s support in favour of the nuclear deal for Iran is already costing Germany a lot, the German giants who were tenders on several projects for the Saudi government are seeing them being cut from consideration, with Neom and Vision 2030, both projects totaling in value at well over 800 billion, the German economy will take larger hits, other EU nations might find themselves in a setting where they have to choose to go for a really bad nuclear deal, whilst there is no evidence that it will result in a better position and good economic settings in the longer run (more then 3-5 years) whilst Saudi Arabia is growing a setting that is getting closer to a trillion dollars over 12 years, there is no way that Iran can rely on any level of serious support, not after all the stunts they played. Their actions made it impossible and their boasting made it close to intolerable. In addition with Iran cut in every way, Turkey will now need to realise that they played the game wrong in other ways as well. Even as some might cry over the Russians not getting the F-35 due to getting culled from the program, Russia sees a second option to not just sell Turkey missiles, they could optionally sell them the SU-57 as well, which will get Turkey a new loan agreement for a few billions and let’s face it America needs to test the F-35 anyway, whether they test their F-35 against a Sukhoi, does it matter whether a Russian or a Turk is flying it? (Howls of deriving laughter in the background)

You see, they are doing this whilst their currency is at an all-time low, some might think that it is a great time to buy, yet with their economy in shambles and there should be no chance of them ascending into the EU in the next few years, the setting of spending billions on a new Sukhoi squadron (perhaps even two) seems to be folly to me. Even as there is some good news (read: numbers) coming from Turkey, its unemployment rate is still a little over 10.5% and seems to be rising over the next quarter, surpassing Italy in unemployment statistics. It is there where we see another issue. This matters as there has been a link between Iran and Turkey, so as the pressure on several sides is on Turkey, the economic pressures might force Turkey to make any deal they can, even if they have to break connections to Iran, which would for the most isolate Iran at that point, an option that both Israel and Saudi Arabia would enjoy. Israel especially as Turkey was threatening Israel with all kinds of sanctions (source: Haaretz).

So as Turkey is imposing sanctions on those deciding to recognise the Armenian Holocaust, we see the active economic impact that Turkey faces by being in denial, not the worst day in many lives.

In this there is a reflection that must be noticed, In Al Arabiya, there was an article (at http://english.alarabiya.net/en/views/news/middle-east/2018/05/25/Bitterness-confusion-among-Saudi-Arabia-s-foes.html), an opinion piece that matters. You see, the writer Abdullah bin Bijad Al-Otaibi (Twitter: @abdullahbjad) gives us “Enemies are upset and confused and the world is recalibrating its power equations so that each knows its place and capabilities. Also, so that each country can reflect on its policies and alliances through the power of politics, diplomacy, boycott and sanctions, as well as with the power of armies and weapons“, he is correct, President Donald Trump might have kicked it off with “America First“, it is a truth we have been forced to face for well over 5 years. It does not matter whether you are in the US, UK, Saudi Arabia, Sweden, Australia, Canada or New Zealand. As citizens and politicians we have a duty to protect our national interests and set that as a first essential need. When we look from that angle we get to reflect on how bad Iran is, we cannot fault Turkey for taking its national interests first, yet they did it by not honouring the allies they had for decades and that sets the sliding acceptance (towards rejection) of Turkey in all this when you consider the events from 2001 onwards.

In this his view: “Big European companies are fleeing Iran at a fast pace and everyone who has dealt with Iran, whether banks or companies, are looking for a safe way out of any ties they have with Iran, its parties, militias and ideology. Everyone now accepts the facts about Iran’s crimes such as its sponsoring of terrorism, drug dealing and money laundering in the region and the world” is not incorrect, yet the issue is that this sets the stage on greed influencing the national interest in the stage of big business versus government, a setting that Europe, the US and the Commonwealth have had for the longest time. In addition there is now a small opposition from my side. I agree with part of his statement “They have done so through the Palestinian cause which they have, from Iran, Turkey, Qatar and the Muslim Brotherhood, managed to exploit to serve their interests and fulfil their ambitions“, there is a side I cannot completely agree with (actually there is more than one side here). Not because I think he is wrong, but because there is data missing, data I never had access to, or was given by a reputable media source to the degree that there is enough shown to see it as an actual issue.

This is seen in the parties Iran and Qatar. Now, we accept the puppet game that Iran has played, we do not deny that in any way, but in the end Iran was merely playing the hand it had to show Iranian interest. We can agree that it was done badly, yet they did do this for mere national interest (or so they say). In the second part there is Qatar. I agree that there are questions, yet overall, I have not seen the evidence, the allegations going back to 2014 have been loud, yet the media and others have not given a clear path of evidence that gives light to the wrongful opposition by the Emir of Qatar, Sheikh Tamim bin Hamad Al-Thani, we can agree that there are some terrorist financiers, that was never in question, yet Qatar seems to have tried all legal ways and did not get anywhere, in addition the US state document (at https://www.state.gov/documents/organization/258249.pdf) does not give the goods either, we are confronted with “Qatar is a partner in the Global Coalition to Counter the Islamic State of Iraq and the Levant (ISIL) and has provided significant support in facilitating critical U.S. military operations in the region. Terrorist activity historically has been low in Qatar“, this does not make Qatar innocent; it merely shows that without better and more data, they remain ‘not guilty‘, which is not the same. The document is 3 years old, yet there is no new information that truly sets Qatar in a bad light (for now). In addition we see that Qatar State Security is aggressive when it comes to monitoring internal extremist or terrorism-related activities. Interestingly enough, the players from ‘team’ Qatar State Security seem to have a much better handle on internal extremism and terrorism-related activities than most European countries, so there is that to consider as well. The second issue I had with the statement by Abdullah bin Bijad al-Otaibi is the reference to ‘the Palestinian cause‘, which is not wrong to make, yet for many of us, especially those outside of Saudi Arabia, Palestine or the Middle East, we no longer know what ‘the Palestinian cause‘ actually is. You see in its origin it is directly linked to the 1948 Palestinian exodus, yet the entire Palestinian cause seemed to have been presented, projected and covered by the media in almost any setting that covered news in Lebanon, Israel, the West Bank and the Gaza strip. The entire definition has shown to have shifted over the decades and I still believe that it is shifting, even today. In addition the fact that western media over the years seemed to have made ‘the Palestinian cause‘ and ‘hatred of Jews and the State of Israel‘ close to interchangeable does not help matters either.

All these issues matter as they are connected. that connection is also part of the problem and reason why I am partially in opposition, now, I am fully aware that my opposition is wrong, or better stated incorrect, yet I am like most sensible people, I rely on data, and data is either reliable or not and I tend to regard shifted data as not that reliable, which is why I had the cause for opposition.

So as we see that Iran is facing humble pie on several fronts, we need to realise that our views and more important the views we get from information we accept as reliable is also filtering the view we have, it might be correct, or wrong. In the end we do not know and restoring our filters by attending our national interests first is not the worst place to start, as a citizen we need to do that, because when we look to our nation, our national needs and attend to that, we ground ourselves and perhaps as the economic settings have shifted, so will the national need and that is OK, as long as we do not tend towards corporate greed and consider the needs of our neighbours, we might get through the bad times in a much better way than we thought. In the end it is not about serving Iran Humble Pie, which would be the right thing to do, we need to consider when we are rightfully served Humble Pie, will we eat it when we realise that we were wrong?

That includes us all and it includes me, I have never shied away from optionally being wrong. I merely reacted to the verifiable data that I was served and I made the best of it and tried to remain true to the data based views offered and I reflected on those insights, it is the best we can do in this modern world.

 

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Stopping Slumber, Halting Hesitation

I woke up this morning at 03:30, you see I have messaged that Iran has an impeding missile strike on Israel. Now, in all fairness, ehhh, actually there is none. I got woken up with the prospect that Northern Israel would end up getting hit by missiles. Haaretz gives us some news, yet the validity and value are still in question. Even as we see “Israel has detected unusual involvement by Hezbollah in Iran’s preparations for retaliation, even though the organization has been trying to keep its activity low-profile so as not to affect its position within Lebanon“, as well as “operational planning, however, is being done by members of the Revolutionary Guards’ Quds force” and finally “Iran seeks to settle its open account with Israel, but wants to do so without sparking a war. One possible solution to this dilemma is trying to fire a limited barrage at military targets in northern Israel“. All valid and there is no real arguing on it, but the validity has been hard to confirm. I do understand that the start, which was the attack on April 9th, the airstrike on Syria’s T4 airbase, which killed seven Iranian military advisers and members of the Iranian Revolutionary Guards.

This now opens up the second door. You see, these so called ‘advisors’, shall we call them ‘instructors’? Have been doing a lot more than most realise. I personally belief it to be one of 3-4 places where Hezbollah was being trained, one of them would be to train the Hezbollah and optionally Houthi’s in firing missiles towards Riyadh. Iran can shrug its shoulders at accusations of Iranian missiles being fired, should one of the Saudi bombings hit pay dirt and Iranians are found, then the game changes, Iran has been careful to play its cards, it is a game of plausible deniability which they probably got from an episode of the X-Files.

The Haaretz article (at https://www.haaretz.com/israel-news/.premium-israel-braces-for-iran-missile-attack-from-syria-over-t4-airstrike-1.6060719) gives us a little more than that, especially at the end when we see “Netanyahu will reiterate Israel’s opposition to Iran’s continued military consolidation in Syria and ask Putin to work to prevent it“, that part really works for Russia as they are not happy on the growing influence Iran could get as President Bashar al-Assad needs every friend he can find, yet in Russia’s view they like their ‘friends’ to be singularly focussed on what those ‘friends’ can receive in the form of payable services towards Russia, not handing that cash to Iran. The question is what Russia would want in return. I have no idea. There is little I can offer on that side of Iran, there is no Iranian navy there and my solution was based on sinking their navy (a Saudi issue to be resolved), even as the deployment system is now coming to fruition, I see that there are increasing options to stop Iran in its track. That is the ball game, not on how Israel gets optionally hit (which would be regrettable), but the issue on stopping Iran from playing the game it is.

The India Times had an interesting piece yesterday (at https://economictimes.indiatimes.com/markets/commodities/views/slippery-slope-why-opec-may-struggle-with-new-iran-sanctions/articleshow/64051168.cms). Here we see the article ‘Slippery slope: Why Opec may struggle with new Iran sanctions‘. The quote “President Donald Trump has to decide by May 12 whether to extend waivers on Iranian sanctions, and all the indications are that he won’t. The drop in supply could easily exceed a million barrels a day, if the president decides to impose extra-territorial sanctions on anyone doing business with Iran — would-be buyers could decide that the safest course is to shun the country’s oil“, it sounds nice, yet in the end, Iran could still sell oil to Russia and when that happens, China will open up to receive their share (at premium discount that is), so even as Iran ends up selling at a discount to these two players, they will get the financial relief that they need and in that Iran can keep on playing its games and that is the part that needs to stop. We have seen the ‘regard’ President Putin has for President Trump, so there will be little to stop them there and when that happens and the oil market gets flooded with the optional 5 million barrels per day that Iran can produce, the oil prices would tumble again, which is nice for some, but the consumer tends to not see those benefits, so there will be a growing issue on the players who are pushed into a pressure setting. Even as we see “Crown Prince Mohammed bin Salman told Bloomberg in April 2016 that his country could raise output to 11.5 million barrels a day immediately; lifting it to 12.5 million barrels would take six to nine months” and their willingness to produce more, especially in light of moving away from oil dependency, we much wonder how it will fare. You see as Russia, China, Turkey and optionally South Korea end up with the additional oil, oil that Iran will pump into the industry, the US ends up having no stick to work with and that is where Iran ends up in an partially optional win- win situation, one that both Israel and Saudi Arabia are not happy with. Yemen has no vote in this as the Houthi’s are watching that population die. So when we saw “Nearly a third of Yemen’s population – 8.4 million of its 29 million people – rely completely on food aid or else they would starve” last week, we seem to feel impervious to the needs there, we merely watch the news as it is one of the two most horrific settings of humanitarian disasters in history. The mere news of another ‘cholera epidemic’ hits us, but it somehow does not register. As we vaccinated our populations seeing cholera near extinction, we forget that it is still a global issue, the fact that it causes massive dehydration as a side effect makes it a lot worse anywhere in the Middle East. It is in that setting that the Iranian backing of the Houthi’s needs to be seen and even as they go all Italian with ‘I know nothing‘, the issues are growing and the games that Iran is playing will have repercussions, the moment one missile actually hits a populated part of Riyadh and the camera’s show the scores of casualties, that is when all bets are off and it will be a full scale war in the Middle East, whatever Iran states then will fall on empty ears and the bombing of someplace called Tehran will not be out of the question, the good news is that there are only 8 million Iranians there, so the number of casualties would be contained, the other 90% might not have anything to fear.

Apparently that is what Iran is hoping for, it is the price of playing the game via puppets.

All these sides matter, because one successful strike on Northern Israel will change the game, Iran forgot that the puppet game comes at a price and even as they are all in denial by calling instructors ‘military advisors’, the setting is that they were training terrorists to be more ‘effective’ in their job. The last part can only be argued to some part, the impact in the changing timelines and the thousands of Yemeni’s near dying constitutes as evidence here and that needs to be taken into account. The NY Times gave us a mere hour ago https://www.nytimes.com/2018/05/06/world/middleeast/israel-iran-nuclear-deal.html. Here we see a few issues and most of it has been seen in other news, yet with “The country’s currency, the rial, has lost around 35 percent of its value since his re-election in May last year, and his popularity has slipped among the middle classes for having failed to achieve some of the economic and social changes he promised“, we do not see the failure of President Rouhani, we see the optional opportunity for the more extremely outspoken military leaders to take control and do exactly what we need to not happen. When we realise the US setting “Ayatollah Ali Khamenei, has forbidden his diplomats from engaging with American officials on any subject outside of the nuclear talks, but at quarterly meetings on the deal’s status, U.S. and Iranian diplomats have used the opportunity to conduct sideline discussions on matters of shared concern. These meetings are currently the only points of direct and official contact between the governments” that the US needs, we need to understand that there are two versions in play. Al Jazeera (at https://www.aljazeera.com/indepth/opinion/military-coup-iran-180424144510759.html) gives one view with “It is amid these heightened tensions that the possibility of a coup against the current government, whose term expires in 2021, has arisen. There are already some signs that the Iranian Revolutionary Guard Corps (IRGC) could be moving in that direction if Ayatollah Khamenei orders them to do so“, I believe that part to be incomplete (read: inaccurate). The part I see is not merely the defensive based words that Ayatollah Ali Khamenei is speaking, which are valid for any politician to speak when they are speaking out in regards to their nation in defence. Al Arabiya gave us “A video surfaced of Iranian Supreme Leader Ayatollah Khamenei’s top adviser for international affairs, Akbar Ali Velayati, in Syria’s Ghouta on Wednesday getting a report on the developments of the war-stricken area from an Assad military official” a month ago, yet in all this, there is a supporting view from the Tasnim News agency, the Iranian news agency that the quote “According to the Iranian Tasnim news agency, the Syrian foreign minister, Walid al-Muallem, received Velayati on Wednesday morning and they discussed the political developments in the country. Velayat confirmed Iran’s support for the Assad regime during the discussion, the news agency reported” is also linked to the impeding strikes on Syrian bases with Iranian Revolutionary Guard members. Even as the reference was towards the US at the time, I am certain that the discussion had been on how Iran would be retaliating at that time. So the setting of their actions, whilst they were knowingly preparing and training terrorists on the responses in both Israel and Yemen gives rise that the connection between Ayatollah Ali Khamenei and the Iranian military is closer and stronger than either of them ever had for President Rouhani, that is the setting and even as both ‘tolerated’ the elected president, they have been ready to go it alone (read: without the current president) and as such, whomever replaces that person will be either deeply religious or massively military, either path does not bode well or either Israel, Yemen and optionally Saudi Arabia. Now it is in that setting we return to the setting with former president Mahmoud Ahmadinejad. I actually warned on this danger a year ago, not a week or a month, no, a year ago (at https://lawlordtobe.com/2017/05/30/the-hard-line-path/) where the setting as stated in the article ‘The hard-line path‘, is now becoming a reality, even as the details might differ a little, it is exactly as Dr. Majid Rafizadeh, a leading expert on Iran and US foreign policy and president of the International American Council predicted. I saw that same danger. It is actually the same General Amir Ali Hajizadeh that I mentioned then who is now implied in all this by the Times of Israel with “Israel believes Iran’s retaliatory effort is being led by Major General Qassem Soleimani, the head of the IRGC’s Quds Force, which operates around the world, with assistance from the head of the IRGC air corps, Brig. Gen. Amir Ali Hajizadeh“, it reflects on last year with the quote “the commander Brigadier General Amir Ali Hajizadeh, is the very same person who boasted rocket aid to Hezbollah as well as the mention that the Iranian missiles can reach Israel“, so after a year it has all come to fruition, in all this was President Rouhani merely the accepted play toy of these two ‘extreme Iranian nationalists’? We cannot make the leap that this has been in preparation for over a year, but the model fits awkwardly well and as such we need to set the need of what to expect and how to counter that. That brings me to the issue I had, you see Iran feels safe because of its navy and air force, both are nothing to be sneered at, but if we remove their navy, they might just open the door for actual real talks and alleviate the pressure against both Israel and Saudi Arabia. It would even be better if Israel removes that threat called Hezbollah, even if merely for the reason that when a puppet is removed, we might actually achieve something in Yemen and get true humanitarian aid up and running, in that we are still confronted with the UAE presence, but there are too many question marks on the reasons there (read: I actually did not read up on that part of the equation).

We need to stop dozing off, the largest extent of the Middle East is that we idly stood by and did nothing, the Syrian people as well as the Yemeni ones are not happy, because they suffered needlessly for years. The EU all talk and no action has been regarded as one that merely acts on economic needs, that part can be accepted as gospel. Yet that will never be a suitable solution and that is why we need to change, we need to get awake and become hungry for solutions, a hunger we have not seen since 2004, when the bulk of greedy CEO’s saw their income/fortune diminish by 72.6%. Would it not be great if that hunger exists for humanitarian welfare?

So even as it is 7:45:32 later, there is still no strike at present, or it is perhaps in mid-flight, no matter what, we have mere hours to find an actual solution in all this, and it needs to start by stating beyond mere sanctions that Iran is in a stage where it is invoking anger through what should be regarded as clear acts of war. We have played the ‘diplomatic game‘ for far too long with some of the players, it is time to change the game and let people know that in the end when talks are proven to be useless, action must be taken, we merely have no options left, because when this escalates it will truly be an escalation that will end up far beyond Iranian and Middle Eastern borders, that is the greater evil we must now prevent.

Even as the Jerusalem Post is now giving us (a mere 30 minutes ago) that ‘PM Netanyahu Will Be Judged By How Israel Confronts Iran Militarily‘, yet that article also gives one light that is perhaps not the one we wanted to see. With “The spies (Mossad) in February 2016 reportedly discovered a warehouse located in the Shorabad district of the Iranian capital where the documentation was being stored; kept the building under surveillance for two years; and, recently, devised an operation to break into the structure and smuggle back to Israel half a ton of material in less than 24 hours“, in addition we see “This was perhaps the greatest intelligence operation in history, as I do not remember any instance when a complete archive was moved from one part of the world to another“, you see that is the one part that makes no sense, it gives rise to the Iranian defence when we see ““Anyone who says there is nothing new in the material we showed has not seen the material,” Mr. Netanyahu said, days after exposing Israel’s acquisition of a huge archive of stolen Iranian nuclear plans, mostly relating to a covert bomb-making project that was halted in 2003” (source: NY Times), which is still partially an issue, yet if it was halted in 2003, it makes sense to be in some archive after 15 years, so unless there is clear evidence in those documents that nuclear technology is still worked on covertly at the present, we need to give way in both directions. I do not oppose any actions against terrorists, yet going to war over 15 year old documents without proper intelligence on any clear and present danger from Iran, nuclear or not is also a fools path into the sleepy village of ‘no resolution ever‘, we need not become mayor to that place and even as we might lower dangers with firm actions against Iran, it needs to be proportionately or we are not asleep at the wheel, we are merely comatose re-actionists to a situation that does not actually exist, which might end up being more dangerous beyond the short term.

So as we are awake we need to take firm action, I am still in mind of removing Hezbollah permanently of the tactical board. It would be good for Lebanon to find its own way, not poised at the pointing of a gun, it would be good for Yemen and when Iran cannot use Hezbollah it needs to do things out in the open, something that they are very unwilling to do, so tactically that first move makes perfect sense. It lowers the national stresses in both Israel and Saudi Arabia, I see no down side at all (which is a fortunate rarity) from there we can see what happens next, because without the puppet in the game, Iran might actually consider true talks, not merely delays during a missile convoy, which would please the diplomats all over the region.

Am I correct in all this? I believe I am as I have supporting evidence going back a year, yet there remains the interactions of perception, principles and presentation. I merely show my side, and I have never claimed that I do not make mistakes and in light of the actions I illuminate that needs to remain at the very front of the line, in the end I might just be wrong.

 

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Milestones

We all hope to make certain milestones, some through fantasy, some through luck and some through anticipation. Your first threesome, the moment you joined the mile high club and for governments they have their own achievements, for example when they join the 100% debt club. So when we realise that Japan has well over 200% of GDP in debt, the US has passed the 100% marker and it joins those they looked down on for the longest of times. Italy, Iceland, Granada, Eritrea, Greece, Jamaica and Lebanon, all members of that 100% debt club, so when we see the Arabian Business (at http://www.arabianbusiness.com/politics-economics/395741-100-debt-club-set-to-get-new-member-from-oil-rich-gulf), treat us to the facts that Bahrain will soon join Libya and the Sudan as their debt exceeds their 100% GDP. We see more and more messages at present and even the IMF is setting a different atmosphere. We see part of that in equities.com. There we see “IMF (Page 10): Against a backdrop of mounting vulnerabilities, risky asset valuations appear overstretched, albeit to varying degrees across markets, ranging from global equities and credit markets, including leveraged loans, to rapidly expanding crypto assets.
MY TRANSLATION: In the last two major bubbles, the problems were mostly contained to dot-com stocks and housing. That is 100% not the case now. Almost every single asset on the planet – from stocks to bonds to loans and more – is wildly overpriced. There is zero room for error with prices at such dizzying heights
“. This is merely one setting; the field is expanding on a larger field and in all this, the nations that are passing the debt bar. France is set at 99%, so if they cannot contain the debt growth they will pass it this following financial year, leaving only Germany as one of the four large economies that is in a containable situation and there is where we get a partial ‘I told you so!‘ You see I wrote on part of this 5 years ago. (at https://lawlordtobe.com/2013/05/15/a-noun-of-non-profit/), I made a reference in regards to Brexit, but the setting of it all was a lot larger than merely Brexit. So as you get to contemplate “Consider a large (really large) barge, that barge was kept in place by 4 strong anchors. UK, France, Germany and Italy. Yes, we to do know that most are in shabby state, yet, overall these nations are large, stable and democratic (that matters). They keep the Barge EU afloat in a stable place on the whimsy stormy sea called economy. If the UK walks away, then we have a new situation. None of the other nations have the size and strength of the anchor required and the EU now becomes a less stable place where the barge shifts. This will have consequences, but at present, the actual damage cannot be easily foreseen. Any claim that there is no consequence and they predict no issues, remember this moment! The Barge (as is), will lose stability and the smaller members thinking they are on a big boat are now thrown left to right then left again as the storm rages on. The smaller nations will get damaged and in addition, the weaker ones (Cyprus and Greece) could still collapse, especially if the UK takes a non EU gander“, this was predominantly regarding Brexit. Yet the implications are larger as I stated. The UK is taking on Brexit and now we see that the German anchor it the only anchor giving some stability, the UK is taken away, Italy has lost its footing as it surpassed the 100% debt and now France is pushing that boundary as well. All because it was easier to play the popular fool than taking a hard stance on their debts, France is not alone, Italy and the UK are all there, the smaller ones have no options to give strength to the large 4 and as the UK figured out that going it alone is much better for the economy, we see a dangerous setting.

Even now, when we merely consider Spain in all this (not the smallest economy), we see (at https://www.southeusummit.com/europe/spain/spanish-economy-returns-grade/) that Standard & Poor’s is still playing (what I personally see) as ‘their little game’. Perhaps you remember ‘S&P reaches $1.5 billion deal with U.S., states over crisis-era ratings‘ (at https://www.reuters.com/article/us-s-p-settlement-idUSKBN0L71C120150203) the one quote (one of many) needs to be considered “S&P parent McGraw Hill Financial Inc MHFI.N said it will pay $687.5 million to the U.S. Department of Justice, and $687.5 million to 19 states and the District of Columbia, which had filed similar lawsuits over the ratings“. So when I see “S&P notes that Spain’s overall economic and budgetary performance has not been hampered by political tensions in Catalonia, as many had feared. The country’s GDP increased by 3.1% in 2017 and last week the Bank of Spain raised its economic forecast for this year to 2.7%, up from a December forecast of 2.4%“, you see, the numbers are not really in question, yet when we see the image below (source: Trading Economics).

When we realise that none of the EU nations has a grasp on their debts, in addition, the GDP for Spain went down whilst it is still below the numbers of 2016 and before, there is actually no reason to see the credit rating for Spain go up. I am personally speculating that the EU will be so much more hardship when France hits the 100% debt marker. It matters, because this will soon become the academic exercise that the question: ‘What is the difference between cooking the books and creating a false positive wave through inflated credit scores?‘ I actually do not have the answer here, but I guarantee you that the quality of life in Europe is not moving forward any day soon, not until some issues are seriously reconsidered. In addition, the US-China trade war isn’t helping anyone, not even the Europeans so that will also become a factor of debate soon enough. It partially relates to “We have revised upwards our GDP forecasts, with an intense rate of employment creation and an economic model based on the external competitiveness of our companies. With this scenario, we will achieve our objective for 20 million employed people by 2020“, the issue is that it is misrepresentation, you cannot rely on the unemployment figures and then state we will have 20 million employed, because on a population of 46 million, he might be implying that the unemployment numbers will skyrocket from 17.4% in 2017 to 56%, that would be crazy, yet that is what we are told, is it not? The best lies (read: miscommunications) are done through statistics, so that the feather matches the bird one would say. Still, back to my speculation, I believe that Spain is not the only nation in this setting; I think that some numbers in pretty much every EU nation are beefed, weighted and set to make Europe (or basically themselves in the European setting) look much better, so when the UK leaves they will not look as weak and feeble as they have actually become. It is a setting that is way too dangerous. There is no way that Mario Draghi is not part of this, so when we look at the Financial Times of last week we see ‘Mario Draghi acknowledges ‘moderation’ in Eurozone growth‘ (at https://www.ft.com/content/3e20b49e-4939-11e8-8ee8-cae73aab7ccb). So with “Analysts said that Mr Draghi’s guarded language suggested that the ECB may wait until July — a month later than previously expected — to provide the markets with updated “forward guidance” on its plans to phase out the crisis-era stimulus“. I am a little less optimistic in regards to the quotes, and when we see ““Better safe than sorry was the motto of the day,” said Dirk Schumacher, economist at Natixis“. I personally tend to see that as:

Better safe than sorry
It allows for another day without worry
As we pile the worries and woes
To a stack we can blame on crows
Those at the London Tower are best
Because when they leave the EU we can make them the jest
And when our barge is no longer secure
We move to Wall Street where we can endure

You might think that I am merely making light of all this. The issue is that people in Europe seem to ignore that over €2,000,000,000,000 was printed without the validation of treasuries or consent of the people whose funds got devaluated even further. Do you think that printing money has no cost? It is money that the EU never had, so why did you think it came without consequence?

This partially (and I mean partially) is seen in different ways when we look at an article from Reuters merely two weeks earlier (at https://uk.reuters.com/article/uk-ecb-policy-draghi/stock-volatility-no-big-factor-for-ecb-so-far-draghi-idUKKBN1HG1VR) ‘Stock volatility no big factor for ECB so far – Draghi‘, now I agree that volatility will come and go, so the ‘so far’ part is perfectly fine. When we see ““While we remain confident that inflation will converge towards our aim over the medium term, there are still uncertainties about the degree of slack in the economy,” Draghi said in the ECB’s annual report“, now I can agree with that. There will always be a certain amount of uncertainty, that is all good, no issues there, but it is set on a certain premise. When we see that Spain (the only visible one) suddenly in opposition of what I see as real has its credit score increased and as such we see the start of an optional bubble, when others do the same we see the forecast on unreal values, so we see the bubble is not set to the reality of the actuality, at that point, when a lot more start realising that some numbers do not make sense, the uncertainty grows and the closer the UK is to leaving the stronger that uncertainty becomes. At that point we see a run and a total collapse, when that happens, when the people realise that pensions before 78 is no longer optional, do you think that the people will remain calm? When they realise the impact of €2 trillion printed cash is impacting the 26 nations, how much value decline will they face? When that happens, how will people react in all this? Now we get to two elements, one is the mention in the Financial Times where we see: “But the weak economic data for the first quarter have triggered increasing speculation that the first interest rate rise will be delayed until later in 2019. A smaller number of analysts are expecting the bank to continue QE into the new year“, the second is that the entire stimulus was to set the economy right, which did not happen, now set that against inflated credit scores, inflated economies and the downturn that follows, that will happen, it can no longer be contained, merely delayed to some extent. When it does hit Europe would not have a penny left to balance against and it will leave the bulk of Europe destitute. There would be no defence against the next downturn and that is when disaster will truly strike. So as the story is pushing towards ‘protectionism’ and ‘patent values’, we should also consider that impact. Now, as a University graduated Master on Intellectual Property rights, I do comprehend some of the issues, yet I am not a patent attorney, so there are parts that I will ignore or not look at. Consider that a national economy is now more and more dependent on the national patents and the represented value that they hold. Now we get European Patents, the Unified Patent Court (UPC) allows for a simpler way to get it all registered and to some extent enforced. So it is a good thing overall, there was never too much fuss about that side, yet the one strong economy (Germany) is now setting the stage to oppose the UPC, we see this (at http://www.ippropatents.com/ippropatentsnews/europenewsarticle.php?article_id=5725), where we also see “Alternative für Deutschland (AFD) has called for the repeal of the convention on a Unified Patent Court (UPC). AFD “rejects the EU patent law reform”, according to the German Bundestag, which announced the motion on 7 March“, I believe that overall the UPC is a good thing, but there will always be small interests that are not perfect, no EU setting is 100% positive, yet overall, to get one filing for all EU nations, in light that even the UK agreed (and ratified) is a good thing. So when we see “It was based on three grounds, mainly how the UPC Agreement violates EU law, the majority requirements of basic law, and does not comply with the rule of law principle related to judicial impartiality. The complaint was scheduled to be heard in 2018 by the second Senate, appearing as the 11th item on its agenda. In Germany’s 2017 federal election, the AFD won 12.6 percent of the vote and received 94 seats, the first time it had won seats in the Bundestag“, there is an academic setting, yet with 12.6 of the council in hands of the AFD, a very Brexiting minded party, or is that Berlout or Deutchleave, we need to realise that the patent issue is a lot more biting in Germany and that cannot be ignored, as they give rise to uncertainties. So when we get back to the uncertainty there, as well as other uncertainties, and whilst we saw Mario Draghi accept that uncertainty results in stagnation, how much more stagnations are required for the next downturn, even a short term one, whilst the economic reserves have been already been drained.

Now we have a much larger setting, the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting. We accept that the smaller nations have a negligible impact on the whole, but on a ship that can only remain truly stable with four anchors, losing three is a much bigger disaster than anyone realises, and that downplay will hurt all the players that are part of the EU, so when the downturn starts, we will see kneejerk movements from all the nations, all the big players and we can only speculate the fear mongering speculations that the IMF will treat the European audience to. I have no idea what form it will take, but when it happens I will take a deeper look. In a setting where every negative economic milestone could lay waste to whatever reserves its citizens wrongfully thought they had in the first place.

 

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The politics of denial

I started this last Friday, so as I started writing this, I got to do the clumsy thing and actually kick out the power cable, losing all I had written. It led to my own denial and anger, and it fittingly fits this. Now, as I revisit the issue I have on one side the pleasure of having ‘new’ data, and the displeasure of going over this, but I will a little later in the article as it actually has bearing on all this.

So these three senators have decided to see if they can break up their entire Saudi Arabian support system, which will work out swimmingly for the UK, but about that later. The three senators Bernie Sanders, Mike Lee, Chris Murphy have started the US on a path, where the setting is that those three have introduced a resolution that will force the chamber to vote for the first time on whether the US should continue to support Saudi Arabia in the war in Yemen, a conflict that has led to the deaths of at least 10,000 civilians. In itself that is not the question, you see this is not whether what they do is ‘right’ or ‘wrong’. As we see it in the Guardian (at https://www.theguardian.com/world/2018/feb/28/yemen-saudi-arabia-war-us-support-senator-push-to-end) we get ““This is about the process,” said an aide to Lee. “What decisions do we make for a country that has been at war constantly for almost 20 years? When do we say that something is worthy of intervening in and when do we make that determination? It’s about the how“, which is fair enough. It is a political decision in all this and we can view it from one side, or from the other side. But there is actually a lot more going on.

Part is seen when we see “Yemen’s conflict began in 2014, when the Houthis, Shia rebels from the country’s north, seized the nation’s capital and ousted the Saudi-backed ruler, Abd Rabbu Mansour Hadi, who lives in exile in Riyadh. In response, a Saudi-led Arab coalition began a bombing campaign in 2015, to restore the exiled government to power”, in all this, we might see these matters as separate, but they are not, they are very connected.

The first part is seen in the NY Times (one of many sources), on April 14th 2011 we see ‘U.S. Groups Helped Nurture Arab Uprisings‘ (at http://www.nytimes.com/2011/04/15/world/15aid.html), here we see “a small core of American government-financed organizations were promoting democracy in authoritarian Arab states“, as well as “as American officials and others look back at the uprisings of the Arab Spring, they are seeing that the United States’ democracy-building campaigns played a bigger role in fomenting protests than was previously known, with key leaders of the movements having been trained by the Americans in campaigning, organizing through new media tools and monitoring elections” we see that America never learned from its mistakes in Egypt, Iran and other places. Now, I have nothing against democracy, I grew up in that environment and we should all accept that, but is it that clear? These nations had a sovereign right, they decided not to be democracies and as some filled the heads of some people with the ‘golden dream‘, and got trained into the creation of flocks and let them flock to those Arab spring groups the damage ended up getting close to complete. What started in Tunisia in 2010, moved to Libya, Egypt, Yemen, Syria, and Bahrain, where we saw the unsettling of regimes, major uprisings and social violence, riots, civil wars and/or insurgencies. Places like Morocco, Iraq, Algeria, Iranian Khuzestan, Lebanon, Jordan, Kuwait, Oman and Sudan were not impervious either to some extent. So in the age of the fucked up Obama administration we saw the start of more violence and the death of close to a million citizens, yet the Democratic Party goes into denial at that stage, because they were not involved. Now, legally speaking there is absolutely no evidence that this was done with the blessing of the Democratic Party, or parties in the White House in that time. Now, it might exist, but I have not seen it. In addition as the NY Times gives us we see references to “the International Republican Institute, the National Democratic Institute and Freedom House, a non-profit human rights organization based in Washington“, as well as “The National Endowment receives about $100 million annually from Congress. Freedom House also gets the bulk of its money from the American government, mainly from the State Department“. So here we see the crux, these three senators want to set the how and the process, but their own system caused this and now they want it to go away. The US burned them self on Syria by standing at the sideline whilst we see that they caused it indirectly. Now as they numbers in Yemen add up, we see that the US is ready to get into denial fast. The issue is even more ‘hilarious’ when we see in that same NY Times article “Ms. Qadhi, the Yemeni youth activist, attended American training sessions in Yemen. “It helped me very much because I used to think that change only takes place by force and by weapons,” she said. But now, she said, it is clear that results can be achieved with peaceful protests and other nonviolent means“, so how peaceful did things go in Yemen, and how peaceful did those 10,000 citizens die?

I am not implying that Ms. Qadhi was involved in any of that, but for aspiring autocrats the notion of destabilisation breeds opportunity, which is pretty much what we are seeing now; with splintering in Yemen the damage is actually increasing with Iran, Islamic State, Ansar Allah playing their part. As the BBC reported in February 2015 “But as the interim government of President Abdrabbuh Mansour Hadi stalled in early 2014, Ansar Allah launched an aggressive military campaign in the north, defeating key military units allied to Gen Ali Mohsen al-Ahmar and the Islah political party” so how peaceful should we see this ‘aggressive military campaign‘?

And that is not even the beginning of the issue. The NY Times give us in conclusion “we appreciated the training we received through the NGOs sponsored by the U.S. government, and it did help us in our struggles, we are also aware that the same government also trained the state security investigative service, which was responsible for the harassment and jailing of many of us, said Mr. Fathy, the Egyptian activist“, which now reads that the US government was selling short and betting on both sides of the event, like an arms dealer providing both sides with the latest creation in the effort to end the lives of those on the other side of the equation.

It gets even more disturbing when we see the Telegraph (UK) give us (at https://www.telegraph.co.uk/news/wikileaks-files/bahrain-wikileaks-cables/8334643/GUARDING-NDIS-FLANK.html) the part where there is a dis-proportionality in all this making the issue even more toxic and dangerous. That part is seen in “Al-Hamer promises to be a cooperative partner for emboffs and, we judge, will support NDI programming so long as it does not disproportionately benefit Al-Wifaq and other opposition political societies. He is somewhat favourably disposed towards the U.S. — all four of his children study in Boston or Austin, TX — and his wife, Afnan Al-Zayani, is a MEPI grantee. Al-Hamer’s chief focus will remain his job as the King’s media advisor; he will likely leave BIPD strategy and operations to other members of the new board of trustees and to Al-Khayat and his senior staff. Emboffs will engage with Al-Khayat and board members such as Al-Otaibi, and will remain alert for any signs of BIPD or GOB discomfort with NDI in an effort to avoid any repetition of the controversy NDI encountered in 2006“,

Finally the NY Times gave us: “Hosni Mubarak, then Egypt’s president, was “deeply sceptical of the U.S. role in democracy promotion,” said a diplomatic cable from the United States Embassy in Cairo dated Oct. 9, 2007“, which took roughly 3 years, 4 months and two days until that same democracy promotion scheme got rid of him and his presidency on 11th February 2011.

Now we see that the US is adding to its own misery. As it had lost any credibility it has, we see that three senators are setting the stage where the US could lose even more. We see that (at https://lawlordtobe.com/2018/03/06/the-global-economic-switch/), the issue of Saudi investments are now bubbling to the surface. Not just some need for a desalinisation plant. No this is a setting in excess of 500 billion and as the US government is trying to make a play for some parts of that, we see three senators trying to get on a high moral horse and change the setting of support to Saudi Arabia. So as they hold the high moral horse and stop any actions to take place, how would Saudi Arabia react with their “the half a trillion dollar NEOM“, the massive growth in dependency and requirements for technology will take a nice seat where these actions might result in Saudi Arabia talking to British Telecom and Verizon might end up sitting at the side of the road. What was a near equal race between the two for the graces of 5G opportunity is now a race where Verizon could in theory end dead last. Cory Booker the Democrat senator for New Jersey is just going to love all this or not?

The problem is that this should have been about the morality and not the cash, yet that is what politics in a bankrupt state has been reduced to. Now as we are seeing all that good news in regards to the US economy. Most ignore the other side as “Toys “R” Us may be planning to liquidate its bankrupt U.S. stores, according to a report by Bloomberg News. The retailer, reportedly, has not found a buyer or secured a debt restructuring deal with its lenders” (Source: CBS), in addition the LA Times gives us “The downfall of Toys R Us can be traced back to a $7.5 billion leveraged buyout in 2005, when Bain Capital, KKR & Co. and Vornado Realty Trust loaded the company with debt. For years, the retailer was able to refinance its debt and delay a reckoning. But the emergence of online competitors, such as Amazon.com Inc., weighed on results. The company’s huge interest payments also sucked up resources that could have gone toward technology and improving operations“, the interest payments, the issue that several larger players face, with Google, Amazon, and Microsoft being likely the only exceptions, we still see the growth of debt where these larger players are all fending off the inevitable. Gun maker Remington and guitar company Gibson, two iconic companies, neither made it out and are now in the bankruptcy setting, and they are not alone, so as they vanish thousands of workers will be in the need of finding new jobs and possibly even resettling in another state changing state pressures on the support systems that were in place, because those people made products that needed shipping, they had infrastructures and shops depended on these thousands, they are most likely to move and as that happens more pressure is exerted on others.

Is that all relevant?

Only indirectly! You see it is part of a pattern. The US has pushed the media to be in denial of the debts and the costs of these debts. So when we consider that Intergovernmental holdings stood at $6.3 trillion, giving a combined total gross national debt of $19.8 trillion or about 106% of the previous 12 months of GDP, with 45% that the public has is owned by foreign investors, the largest of which were Japan and China each having a little over a trillion of that debt. So even at 1% the debt is a large issue, even as it slowly decreases, two of the 32 nations should be getting $10 billion each and that is merely the interest and that is if it is only 1%, it is unlikely to be below 4%, so the US has to come up with well over 250 billion and that is beside all the normal expenses they have. It only takes one negative event to push them over the hill and more than one is coming, in addition the US desperately needs part of the economic $500 billion windfall, and that is likely to become the diplomatic debate that the State department will be confronted with. with the debt adding well over $240 billion in the last 11 months the forward momentum is not there at present (it was earlier than that though), we see that the US has issues and dilemma’s to deal with, only one of them is Yemen and several are with Saudi Arabia, a nation they need to be friends with for all the reasons they can muster.

So as we look at Al Jazeera (at https://www.aljazeera.com/news/2018/03/180310204215697.html) where we see “A military solution to the conflict in Yemen will be a disaster”, said al-Hamdi, a former member of the Yemeni parliament who was ambassador to the Czech Republic from 2009 until 2014“, we might give him the benefit of the doubt, yet is that true? You see “History is repeating itself. There is a history of Saudi intervention in Yemen, from the revolution in 1962 to the 1994 Yemeni civil war,” said al-Hamdi at the event, which was hosted by the Cordoba Foundation and titled Yemen: War, Politics and Human Tragedy event. “Yemen is being destroyed. A nation is dying,” said al-Hamdi“, yet we already know that it was the Yemeni president that was requesting assistance, there was an uprising and that started the current situation.

You see, what we do not see form any source is that when I look into Abdulrahman al-Hamdi, I find very little. I did find “Abu Salim mayor Abdulrahman al-Hamdi told Reuters that the unusually intense fighting that erupted last Thursday was triggered by members of competing armed factions capturing each other“, which is what Reuters gave us in March 2017 (might not be the same person), so the only other articles are from the last hours. Consider an ambassador that fell from all the news channels between his non-working status between 2014 and 2018, almost a death sentence. So is this ‘high morality‘ his way to get back into politics? Back in the news merely because it is convenient for some of the players, that is how I personally see it.

Back to the beginning of me

Now I get to go to the part I mentioned in the beginning. You see there was a small accident on Friday and I lost power and as a result my article was gone, I had not yet saved it. Now, I could have gone back to it all and rewrite it, but after 2,000 words (roughly) I felt a little drained and extremely agitated with myself. Kicking out the power cable is my own stupidity and it was on me and me alone. Perhaps you can relate? Consider that you leave home, you get to the train station and it is there that you recognise that your wallet is still at home. Now, this is not a biggie, we have all had that moment and it is that moment that you realise that you have to do that 15 minute walk twice more just to get back to the start. That is when your nerves hit you and I have resolved it to walk twice that much to the other station because the repetitive feeling falls away and weirdly enough the anger subsides quicker (no idea why though). I know, it is irrational but that is how my brain at works at times and we all have some kind of quirk like that. That quirk is shown in more clarity when we see the impact of the US Arab spring and the subsequent actions of the US. They are now trying to change it all because the death list that the US aided in starting the death counts in Syria, Yemen, and Libya to name three is also opening the wounds towards the Iran and the CIA-backed 1953 coup that ousted democratically elected Prime Minister Mohammad Mossadegh. Some are asking if the US will ever learn its lesson in this regard. Others are wondering how deep ‘Christian bitching fish wife fairy-tale mongering‘ goes in regards to the intervening actions in Middle Eastern rule and politics.

The end is nowhere near the end and it reflects also directly towards Syria, as we see “The UN secretary general has described the situation in eastern Ghouta as “hell on earth” and the body’s high commissioner for human rights described the military offensive as a “monstrous annihilation”“, in that it ended exactly as I expected it to play out. so as we see “The report from the UK-based human rights group, which said both Douma and the smaller nearby town of Harasta were surrounded and cut off, was disputed by locals, but such an outcome seems inevitable in any event as the regime presses its advantage, backed by both Syrian and Russian airstrikes“, so as the Syrian situation draws to a close we see that both US administrations have failed the Syrian people and as that population has been culled we see that the docile remaining part will become the sheep that the Syrian president needed them to be. In all this the profile of Russia is now further up and the US diminishes in parts of the Middle East, so alienating Saudi Arabia is likely the worst choice that America could make. Fortunately the UK still has a large opportunity there, but in all, as Saudi Arabia wants more options, the doors will open further for Russia. That was seen last week at CNBC as they gave us: “The agreement between Saudi Arabia and Russia to cut back on oil production has boosted oil prices and is now the foundation for a broader relationship“, even as Saudi Arabia is pushing for less power on oil, they still want the best price possible for what they have, a mere business approach to a commodity. In addition, less than a month ago we saw Bloomberg report that the liquefied natural gas (LNG) options, is  new field for Saudi Arabia to do in conjunction with Russia as we got “Russian gas producer Novatek PJSC and Saudi oil giant Aramco agreed to consider teaming up on Novatek’s Arctic LNG-2 project“, so we see growth on economic options for Russia as America has been closing its own doors, or to some extent, they are getting closed by Bernie Sanders, Mike Lee and Chris Murphy for whatever reasons they had.

It is now becoming a stronger imperative to find a path forward. Not merely in regards to Saudi- Us relationship, the issue of Yemen and Syria will plague us for decades to come, even if it is settled overnight (which is not ever happening), the cleaning tasks as well as finding a longer term solution for Humanitarian solutions can only become successful if the players enable Saudi Arabia to take the lead for ending the Yemeni crises. For Syria it is likely too late, as Russia is completing ‘its’ mission (at https://lawlordtobe.com/2018/02/24/losing-values-towards-insanity/), where we see in ‘Losing values towards insanity‘ the quote “With these two gentleman owning 50% (actually more than that) into LLC Megaline, with Megaline receiving a large chunk of the capital construction contracts for the Russian military we see that link. When the dust settles, Assad will need to rebuild, and they will be the front player and possibly only consideration on a nation needing to be reconstructed. So now how weird are their actions? Both Yevgeniy Prigozhin and Dmitry Utkin are now perfectly placed to rake in billions and in that regard we get back to the options for the dying in Syria; they don’t get to have any” a mere two weeks ago, now shown to be more accurate than anything else published. The media could have seen this coming with a ruler and an abacus, no high mathematical forecasting required.

So as we see the outrage on Yemen from all those seeking the limelight, I wonder if anyone will ask them the question, what exactly did you do for those Yemeni’s over the last 4 years? The list of activities might not add up to much, that is how I saw Abdulrahman al-Hamdi, because if you seek him on Google for the last year, he shows up once, just once for the Al Jazeera event 6 hours ago, that is also the next issue that both Syria and Yemen face, those who merely talk to get a seat on the table, because soon there will be money available and now they all want a seat at the table, it is the politics of denial, to only get there when the going is good.

 

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A second view, what can we see?

Some might have wondered how last Friday’s blog was weird (at https://lawlordtobe.com/2017/11/10/two-streams-one-view/). That is not a bad thing; it is not with the reader. The writer (read: that would be me) watched too many data sources and too much information on several sides from several fronts, I merely illuminated one path, one journey ever streams of data. More important, even as the Story was published (read finalised) on Friday morning, we see that Reuters reported (at http://www.businessinsider.com/frances-macron-flies-to-saudi-arabia-to-discuss-lebanon-crisis/?r=AU&IR=T) the mention “French President Emmanuel Macron booked a last-minute flight to Riyadh as tensions between Saudi Arabia, Iran and Lebanon heat up“. I am not so sure how ‘last minute’ it was. You see, I already reported on “Credit Agricole SA is selling half its stake in Banque Saudi Fransi to billionaire Prince Alwaleed bin Talal at a discount“, you see, I reported on part of this and I mentioned the Forbes part which had given me “International banks are grappling with how to approach the Middle East’s biggest economy, which blocks foreign control of local lenders. Some are positioning themselves for what’s expected to be a free bonanza as the kingdom overhauls its economy and plans to list Saudi Arabian Oil Co. in what could be the largest-ever initial public offering” already. This free bonanza is part why some of the most eager people trying to become a wave of new billionaires are there. If they have the Gaul, the vastly above average intelligence and the backers, those three will allow for the next few years to make another 300-500 new billionaires. In that light the move of Credit Agricole to leave did not make sense to me. You see, they are greed driven like pretty much any other bank, walking away from a profit bonanza makes no sense at all. The fact that these parties are trying to unload what they have to Prince Alwaleed bin Talal makes little sense. That is until you realise that these people might have been in business with the 200 arrested individual. Yet in this we see that the entire issue goes further when we see that ‘Prince Alwaleed Bin Talal Arrested in Saudi Crackdown‘, so was the event set up for tactical reasons? Do you think that if he had seen his arrest he would have bothered with the sale as it is? The fact that his links with JP Morgan and their facilitation of the sale means that there is a lot more going on behind the screen. You see that share is well over £372 billion; do you think that the media is showing us all? There might be a crackdown, but is it a crackdown? Is it royal annexing of squandered goods or is its trial and a showdown where the other members of the Saudi Royal family are shown that disruption within the ranks are no longer tolerated. In all this what is next? You see, from the view we are given, the existence of these international banks are essential to creating a non-oil depending economy. A new economy set towards services, technology and pharmaceuticals. There is plenty of value in all this for Saudi Arabia to move forward, yet the track will be a lot longer if there is disruption in the ranks. France might have been hard on Hezbollah and as such they are a pleasing presence towards the Royal family of Saudi Arabia, but more important, Banque Saudi Fransi is merely one of several players with trillions in value available. In military terms France is a better beachhead for Saudi Arabia to enter the new fields of economic growth in several ways. The moment the growth in France is seen the other nations will jump like hungry rabbits to the fields of vegetables in a mere instant. France is leading the way because it is figuring out that the present course is not working.

Yet, is any solution so polarised?

No, it never is. Yet again the situation changed. Iran has not been seen in a good light and their nuclear options have been met with large waves of distrust. Not in light of Hassan Rouhani and the path he is on, but the realisation that there was a Mahmoud Ahmadinejad before him and that level of extremism is a danger to most of the world, and the clear danger and additional risk we see that when another Mahmoud Ahmadinejad comes after President Rouhani. It is not merely a risk, it is closer to an actual likelihood and whilst their nuclear knowledge grows, the danger becomes a lot larger. France and Saudi Arabia see that danger too and they are beyond concerned. They are not alone. At https://www.businessinsider.com.au/saudi-arabia-iran-tensions-2017-11 we see the tweet from Israel’s defence minister, Avigdor Lieberman:

  Lebanon=Hezbollah.
Hezbollah=Iran.
Iran=Lebanon.
Iran endangers the world.
Saad Hariri has proved that today. Period.
 

It is the view we have always seen and as such that truth is pretty much undeniable, so now the moment is primed to get this sorted and to get the changes made earlier, there is seemingly no downside to any of this, political Europe merely preferred to sit on their hands when it came to this terrorist organisation (Hezbollah that is). I believe that Saudi forces are considering that Iran will be more and more limited to create turmoil when there is no Hezbollah. As they can no longer facilitate through others, Iran must openly act and turn the world against them or fall in line with the Arabian Leagues and behave according to those voices. At that point Qatar must also adjust many of their policies, and the impact might not be predictable, there would be enough evidence out there to show that they need to adjust in many ways. I believe that this would end up with Saudi Arabia wielding the only voice of power, dissent in the Middle East would end to a much larger degree. As I personally see it, there would be clear benefits for the state of Israel as well. As the threat to Israel ends, it can focus on growth in a way they have not been able to do for decades. There will be clear impacts for the UK, Russia and the USA too. Their diplomatic games will likely fall on ears much less eager to please them. It will be about growth for the Middle East. I believe that this shift will continue into Europe and several Commonwealth nations as well. India might be a frontrunner to grow the generalised pharmaceutical markets. The US will have to water down their wine to a much larger extent and there are options for the US, but no longer at the vulture driven profit margins they used to have. A shift that will take several years and that is where those ‘free bonanza runners‘ currently in Riyadh could make their billion(s) over the next decade. It will be risky to some extent, but art present you run large risks and end up making nothing in Europe at present. So why stay there?

How right am I?

I could be wrong but there is enough evidence out that that I am more likely than not correct. Business Insider, Forbes and the Financial Times have shown these paths over the last 6 months more than once. There is one premise that needs to be pointed out. The direction that this path opens is based on two elements. The first being how the drill-down on corruption in Saudi Arabia is playing out and their true intent on shifting their economy away from their petrochemical side. The more correct those paths are, the more reliable the outcome is that I predict. The corruption crackdown remains a factor as this has never happened before to this degree. I applaud it but I also realise that as this becomes a success a new Saudi Arabia will rise up in the global markets, one that is not in internal strife and one that is breaking out all borders to grow their economic footprint. It is not the status quo the current powers in charge have ever considered and it will make a lot of ‘old’ billionaires very nervous.

This might not be a bad thing either!

 

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