Tag Archives: Lockheed Martin

The neighbors have coffee

That is the setting, but that is not what this is about. We are given a setting (at https://www.sbs.com.au/news/article/trump-has-ordered-naval-blockade-of-sanctioned-oil-tankers-in-venezuela-he-says/gcrwrmllu) where we see ‘‘Act of war’: Trump orders blockade of ‘sanctioned’ Venezuela oil tankers’ and we see “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production. The US armada “will only get bigger,” Trump said, until Venezuela returns “to the United States of America all of the Oil, Land, and other Assets that they previously stole from us.”” But is that true? At what point did Venezuela steal oil from America? Why assets did they steal? What land was stolen? Can we get a clear explanation of that? And if comes with two other settings. The US is pulling out all its troops out of Europe. And in the second setting we see today that one of the most successful American businesses is filing for Bankruptcy. Del Monte originated from California canners in the late 1800s, becoming a household name through the California Packing Corporation (Calpak). It has filed for bankruptcy due to the tariffs on fruits and aluminum. It drove them under in 6 months. And as I see it, a speculated setting is that President Trump will need to sue the BBC, because America is about to lose everything and not one intelligent being will do business with him beginning in 2026. 

As I said so before, America is done for and the longer everything is suspended in ‘investigations’ the longer it takes for the America people to see what hardship they are due for, not for a week or a month, but for several years and that is if someone takes over the helm of the good ship America and takes it in a 180 degree different course, there is no other way and even then it will take half a decade to clear the tourism setting that it now has and rebuild trust (which will speculatively take 3-5 years). 

So as we were given “But Trump on Tuesday pointed to another goal — regaining US access to Venezuelan oil production.” as well as “Caracas blasted Trump’s announcement on Tuesday, saying he aimed at “stealing the riches that belong to our homeland.” Venezuela has been sidestepping US oil sanctions for years, selling crude at a discounted price on the black market, mainly to China. Venezuela is estimated to have oil reserves of some 303 billion barrels, according to the Organization of the Petroleum Exporting Countries (OPEC) — more than any other nation. “If there are no oil exports, it will affect the foreign exchange market, the country’s imports … There could be an economic crisis,” Elias Ferrer of Orinoco Research, a Venezuelan advisory firm, told AFP recently.” As I personally see it (and I might be wrong) America is broke and it is about to lose whatever it has to pay for the interest on the loans they have. The Administration had a setting they tried and it backfired. Greenland isn’t giving up its land, Canada is turning down America and worse still, Canada is now making headway in impressive economic strides for Canada which is also hurting America. As I see it, the stage that was left was to ‘annex’ the Venezuelan oil fields. This is likely to fail, but more disastrous nearly all lands will gain mistrust of the American way which is now showing to be selfish at the expense of all others. That is as I see it the Legacy that President Trump is leaving behind and the sooner others see it the way (several already do) the more America sees the hurt it imposed on itself. 

And when places like Del Monte is filing for bankruptcy, it will not be alone ad the more these places are hidden due to ‘National Security’ or whatever reason is given and others are seemingly ready to follow. There is American Unagi, American Signature, parent company of furnishings retailers American Signature Furniture and Value City and more are on the list of those reading Chapter 11 of the book of economic hardship. All these facts are settings that give America a stage of disaster and the American administration remains in denial. 

Even if America succeeds with Venezuela, America is done for. No-one will trust America for decades. Not the EU, not the Commonwealth and parts of Asia will also shun America. And for a lot Canada is the more trustworthy option, so Canada will de decently well and as we recently saw Lockheed Martin is getting replaced by Saab AB and that is merely the tip of the iceberg. So whilst America withdraws the troops from Europe, Europe has one card left to play. It can throw America out of NATO and that has massive repercussions. You see America has 70,000 troops in Europe, those who are send back will likely lose their jobs, then they get a massive downturn in their defense industry. Which will upset Raytheon, Northrop Grumman and Lockheed Martin. All that has a massive economic footprint. When the Europeans turn away from American hardware, America’s economy takes a swift dive into an abyss where it cannot afford the gravy trains it supported and that has other impacts as well. I reckon that the media is next, as American media gets shunned in Europe and the Commonwealth their incomes and more important their influence will wane into near nothingness. 

I honestly don’t know, but that is what I see, the markers are undeniable and they tend to cross nations, they cross interests and they cross political allies. As I see it, America might in the end have one ally left, Russia. So how does that sit with the anti-communist setting of the Republican Party? And next on that list id the waning of the CIA, you see as the Commonwealth stops trusting America, the CIA us also shunned from the meetings it needs to have and as such it is about to require a lot more money to stay afloat and that is the one thing America no longer has (at least until they get the Venezuelan oil) settings upon settings that sets the game that will be played and America is largely out of moves. They are about to falter in intelligence, they are faltering in business, the will soon falter in media and as I see it, the steps the American administration made towards Hollywood is strengthening Canadian, Australian and British film industries and those settings are getting larger and worse for America. So feel free to disagree and that is fine, but I reckon you need to investigate on yourself and see what the media is hiding from a lot of people. And as I see it, America is about to falter and leave the people in America without anything. Because the AI scare fare is about to cost American wealth trillions of dollars (according to some a number between nine and fifteen) who who gets to pay for all that? Microsoft? OpenAI? I reckon that it will come out of retirement funds and if I am wrong, I am wrong. But do come with actual numbers. We can see “US retirement funds are extensively invested in artificial intelligence (AI), primarily through large index funds, mutual funds, and ETFs that hold significant stakes in major tech companies leading the AI revolution, such as Nvidia, Microsoft, and Alphabet.” As well as “Indirect Investment via Large Cap Tech Holdings: Many common retirement savings options, like S&P 500 index funds or target-date funds, have a large, concentrated exposure to the “Magnificent Seven” tech stocks (Nvidia, Microsoft, Meta, etc.) that are heavily driving AI innovation. Nvidia’s significant market value, for example, means it has a large weighting in many diversified portfolios, creating inherent AI exposure.” That is the bubble fear you should have and when America stops, you better have a sock with reserve funds, because that is all you can live on when it collapses.

Have a great day.

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When one domino falls

That is always the case, isn’t it? For completely unrelated settings, one tends to dump over the other one. It isn’t fair, it doesn’t always make sense, but there you have it and whilst several players reported on it, I was pushed into motion by the Army Recognition story giving us “Canada is reexamining its plan to buy 88 F-35A fighters after Sweden used a royal state visit to promote a Gripen E or F production and R&D hub in Canada. The debate now pits industrial and political incentives against warnings from former RCAF leaders that a mixed fleet could dilute combat power and strain a tight defense budget.” It comes from the article ‘Canada Reconsiders Full U.S. F-35A Fleet As Swedish Gripen-E Fighter Offer Gains Ground’ which we see (at https://www.armyrecognition.com/news/aerospace-news/2025/canada-reconsiders-full-us-f-35a-fleet-as-swedish-gripen-e-fighter-offer-gains-ground) it isn’t merely about Swedish precision (Hasselblad is a great example), but the American administration is rearing its ugly head in a few nasty ways. There was the massive setting on the Ukraine peace plan, which according to some (unreliable sources) was delivered in Russian on a napkin, then there is the Epstein files, which first never existed, then it was a Dem Socratic hoax and now (source: the guardian) ‘US justice department renews request to unseal Epstein grand jury materials’, so the DoJ had to renew its request? This happens with “The justice department has renewed its request to unseal grand jury materials from the Jeffrey Epstein investigation that led to the disgraced financier’s federal indictment on sex-trafficking charges in 2019.” And with the actions of Ambassador Pete Hoekstra  actions in Canada. These matters all influence what is happening and with ‘Hoekstra hints F-35 deal could impact stalled U.S.-Canada trade talks’ (source: CBC) the Canadians have had enough and with the lingering ‘51st state’ comments from all over the place (mostly from America)  the entire setting of $20.2 billion is about to be thrown out of the window. And would you know it, the Gripen is cheaper, has a better Arctic track record (it tends to get really cold in Calgary and Winnipeg) and it is NON-AMERICAN and whilst PM Carney is making deals all over the globe and the 2 deals with the UAE and India setting the investment score for Canada at 125 billion. That is money not going to America, merely Canada and now they also lose out on 20 billion to their defense industry. Loss upon loss upon loss. How long can America pretend that it was no big deal? 

So while we read “Canada’s fighter replacement program, long anchored on an order for 88 F-35A Lightning II jets under the Future Fighter Capability Project, has entered a new and politically charged phase, as reported by Newsweek. During a state visit to Ottawa by King Carl XVI Gustaf, Swedish officials and Saab executives pressed a structured proposal to meet part of Canada’s requirement with Gripen E or F aircraft assembled in the country, tied to sizable job-creation and technology transfer promises. According to those familiar with the discussions, the idea of a dual fleet is now being floated just as former Royal Canadian Air Force officers publicly urge Prime Minister Mark Carney’s government not to trim the F-35 buy or introduce a second fighter type that would require separate training, infrastructure, and logistics.” This makes me wonder the ‘financial position’ of these FORMER officers. Wouldn’t ask that question? I am also wondering why they became former officers, but that is me because I do not know these people and I question everything. I reckon that Lockheed Martin might be worried when they lose 20 billion, making the deal with Saudi Arabia almost essential to make a living (an exaggeration for sure).

But the story from the Canadian side is whether the Gripen can uphold keeping the Canadian air-force competitive enough over Canadian sky. I tend to think yes, but then I am not a pilot and I never flown a jet, I merely watched Tom Cruise do so. My biggest flight setting was using the bar on a jet from Amsterdam of JFK international, so there, not entirely a noob. ;-P

And as Defence Industry Europe gives us ‘Canada considers shifting F-35 order toward Sweden’s Gripen as Ottawa reviews jet procurement’ (at https://defence-industry.eu/canada-considers-shifting-f-35-order-toward-swedens-gripen-as-ottawa-reviews-jet-procurement/) with “Canada has already selected the F-35A to renew its Royal Canadian Air Force fleet and has committed to buying 88 aircraft to replace its Boeing F/A-18 Hornets. Ottawa has allocated funds for 16 F-35s now being built in Fort Worth, Texas, but the remainder of the order appears uncertain amid worsening relations between Canada and the Trump administration”, so Lockheed Martin won’t lose all the dineros, but a large amount is seemingly move towards Sweden and as I see it, Sweden now needs to properly fund two Christmas baskets (nuts that time again). One for President Trump and one for Ambassador Pete Hoekstra for making this possible, expected Hamper shown below.

You see, this all seems clear cut, but I am wondering what this domino will throw over, because that is almost certain happening, especially with the American Ambassador throwing his accusations in the air. He might be claiming that Canadians are meddling in American politics, but they started the ‘51st state’ claims and the next Canadian step might be even less nice, Canada now have options especially when they are gaining so much ground in revenue, investments and manufacturing options (aka jobs). All these parts never involved America (other than making them no longer part of any equation), so what is next? I see options in possible ammunition replacements for the entire Defense industry. Jets and ships might make the news for the larger amounts, but the steady stream of revenue that ammunition brings could also fall to other places (like the UK), so what will that cost America?

Have a great day, I am now 83 minutes removed from the upcoming breakfast and there is a subtle hint hidden in that part too.

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An interesting morning

This morning I was given an article by Amway media (at https://amwaj.media/en/article/why-china-cannot-sway-saudi-arabia-to-shift-away-from-us-weapons). It took me a second to let it sink in, but as it did, it took me back to May 27, 2023 when I wrote ‘Ding Ding, the premise is set’ where I gave my view on the Chengdu Aircraft Industry Group and the dangers to America as it would be able to get the Government of Saudi Arabia as a new customer. The story (at https://lawlordtobe.com/2023/05/27/ding-ding-the-premise-is-set/) was not the first one that I had set and here (two years later) we get the setting “if Chinese weapons are more or less on par with their western equivalent, why does Riyadh still spend billions on American weapons?” Was that really the case? I believe it was that Saudi Arabia wanted to play nice so that they could get the F-35 stealth fighter, it is beyond me that America took that card out of the deck and as I stated that the Chengdu version could be ready to get China as a customer for it would have been a massive hit for America, Lockheed Martin, Northrop Grumman, BAE Systems, Pratt & Whitney and Raytheon. It would have been a massive coup for China and the Chengdu Aircraft Industry Group. So as I read “When Pakistan’s Chinese-made J-10 fighters reportedly downed India’s advanced French-made Rafales during dogfights in May—including one confirmed by US officials—it marked a turning point: Chinese weapons had proven themselves against western counterparts in real-life combat” I actually read a simpler setting. Are the sales teams of the Chengdu Aircraft Industry Group (and optionally Governmental China sales teams not hacking it? 

I am not a pilot (not even an aviator) as such I lack the knowledge to set the premise. But I would have given the setting of training one squadron of Saudi pilots in China on the grounds of Chengdu a very first priority. Getting pilots in the mindset of China would have been a first. Was that done? As such the quote ““One of the reasons why Saudi Arabia prefers western weapons over its Chinese equivalent is because Chinese weapons have not seen combat in recent years,” a researcher specializing in Middle East affairs at China’s Northwest University told Amwaj.media. “This may change now that the Chinese-made J-10 fighter jet has drawn its first blood”” I understand the premise, but I do not agree with it. As I see it, Russia and China are on decent par with America, They are always inching towards or ahead with each other. Don’t get me wrong, America has a great record, yet as I see it America has lately bungled a few fields. The first bungle is the USS Zumwalt, the ugliest ship in American navy (as I personally see it) and then there is issue with  key technologies, like specialized 155mm rounds, that are massively expensive. As such the Zumwalt class (that are set to just three vessels) for the grocery price of $8,000,000,000 per vessel. Making the destroyer decently more expensive than the USS Blue Ridge and a lot less operational, especially as ammunition of the Zumwalt is too expensive to afford (according to US Congress) that is a mere beginning. In 2021, I quoted (from ABC) “He said the combat jet currently had almost 900 design flaws, with seven considered critical.” This is in regards to the F35, as such China had options to get its foot in the front door (a bad manner sales technology) but at that point China gets the option to offer a solution to the Saudi government. It just occurred that this might be a reason. What if America isn’t keeping Saudi Arabia from the F35 for exclusivity, but to hide the fact that whatever Saudi Arabia gets will expose the flaws of the F35 to a much larger audience? I don’t know, I am merely postulating the thought of the reason why you want to keep an ally like Saudi Arabia away from a priced exclusive dinky toy (sorry, I just had to go there). 

The next setting is a decent one, Amwaj gives us “Yet, despite China offering cost-effective and no-strings attached alternatives, Saudi Arabia continues purchasing the majority of its weapons from the US. During President Donald Trump’s visit to the Kingdom in May, the two sides signed a historic 142B USD arms deal, the largest of its kind. This dynamic reveals the deeper truth in Saudi strategic thinking: purchasing weapons are more than commercial transactions, they are investments in a strategic partnership.” That could be the case, yet the way America treated Canada gives rise to the ‘strategic partnerships’ and that is on me, I could very well be seeing this wrong. But the flaws into America’s settings in design, in execution and in realism gives rise that Saudi Arabia needs to diversify beyond America. We are given “Eurofighter Typhoon, Rafale, and Gripen. While the Eurofighter Typhoon incorporates some low-observable features, it is not considered a true stealth aircraft like the F-35.” As such, as the Rafale was ‘defeated’, China becomes the one diversifying direction and most likely the better choice over the Sukhoi Su-57 (after all, NATO calls it a Felon). And there is a geopolitical setting against adopting the Russian variant, as such Chengdu wins. That is if America keeps on playing the F35 as a Trump card. 

I reckon that adapting Saudi pilots to the Chengdu solution is a first setting and if Saudi Arabia gets an $80B discount on overall purchases, over 3-4 years and I reckon that it would go a long way to get Saudi Arabia adapt to Chinese airplanes and that would be a massive win (for China), as it would set the stage for Egypt and Indonesia adapt the Chinese versions as well (an optional presumption). A stage where China goes from 1 to 3 customers might be very appealing to China (say: Chengdu Aircraft Industry Group) 

And this is the setting that Amwaj media exposed, well I set the premise at least 4 years earlier, but that is fine. Then we get the one true hard setting that Amwaj ‘exposes’. It is “Given Washington’s history of attaching political conditions to arms sales, Riyadh rightly fears that its predominantly American-made arsenal could become leverage to compel compliance. Most recently, this was seen in 2021, when the Joe Biden administration suspended offensive weapons sales in an effort to induce the Kingdom’s exit from Yemen.” The alternative, is that considered and correctly phased? If Saudi Arabia completely changes to Chinese weaponry, is that a hindrance or a opportunity? China will see it as a win, but it is not what China wants, it is what is preferred and what is best for the Kingdom of Saudi Arabia. That is the center stage and that is what matters. What is truly best for Saudi Arabia and that is up to the Saudi government. I have no idea because it requires several academic degrees and data that I have never had access to. Because if one domino topples, so will others. As such what is the Priceline and the cost of doing business. I might know some, but I have no idea on how the dominos are stacked. As such it is a bit of a minefield and whilst I would (as a commonwealthian) applaud the setting where Saudi Arabia adopts the Eurofighter Typhoon, there is a timeline to consider. It is not 5th generation and there is no real timeline for when the Eurofighter Typhoon gets to evolve into a 6th generation stealth fighter. And lets be clear, there are no clear timelines when its real enemy (the presumptuous Iran) becomes a real danger to Saudi Arabia and that is the flaw that is both a setting of hindrance and the optional danger block. These elements matter, but as I see it America needs to act, because the longer it delays, the larger the danger becomes that Saudi Arabia is forced to choice another direction and whatever direction Saudi Arabia selects would become a splinter in the board of toppling the America economy that America cannot undo, that much is clear and in this day and age, as America is alienating its allies, it needs to secure the settings it has. 

That is merely my view on the matter. Have a great day, 95 minutes until my breakfast.

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When insanity is like desperation

There is always the setting of misjudging ones opponent. That happens of course, but what happens when the opponent is an ally? That is the premise of the BBC article (at https://www.bbc.com/news/articles/ckg9gvg3452o) where we are given ‘Europe will not allow attacks, says France, after Trump Greenland threat’. This is not the first setting. It started with the setting that America (President-elect Trump) stated that it was a great idea if Canada became the 51st state of America and we see the news handing us the setting that Kevin O’Leary gives us that it was a great idea if that would happen. Now at that point I had two issues. The first is that O’leary is a Canadian, and no less a multi millionaire to the amount of somewhere in the near half a billion range. He is known to be clever so my hairs in the back of my went up. You see, I am a commonwealthian and handing over land that is ‘ours’ to America is a big no no in my book. 

The issue however went from bad to worse. We now see that Trump has his eyes set on Greenland and the lands around the Panama Canal. As such I am in doubt of what s going on. I refuse to believe that it is the simple ramblings of a madman. I understand that he is merely throwing ideas around, but we are given (in that story) “Asked if he would rule out using military or economic force in order to take over Greenland or the Panama Canal, Trump said: “No, I can’t assure you on either of those two. “But I can say this, we need them for economic security.”” And then an idea hit me in the head (it did hurt). So what if America is so bankrupt that America (President-elect Trump) sees that this could be the final presidency of the United States? There is a lose thought that there is correlation between ‘expansion need’ and economic security. And America has $36.22 trillion debt. Even at a mere 2% that amounts to $722 billion in annual interest (the interest is higher than 2%) and that is the kind of anchor that ends any economy. To set this into other sights, if Greenland and Canada become part of the United States, the look and feel of debt goes down, or in better words, 40 million more taxpayers and the resources of Canada (and Greenland) become American resources. I just bet that Kevin O’Leary has his ideas on how to exploit that setting, no sharks required. 

There is every chance that Trump will voice in two weeks that he was just throwing ideas around, but that is not a given. Now that he realizes that the EU will go to war and the UK, NewZealand and Australia will stand next to the leader of the Canada against Trump that setting becomes dodgy to say the least. We will see an entirely new setting. And in that setting China will see it’s own needed promise of gaining economic strength on the global stage. So as we are given “Trump suggested the island was crucial to military efforts to track Chinese and Russian ships, which he said are “all over the place”.” He seemingly forgets that in that instance Europe will invite China for ‘support’ and in that setting the US military will have to vacate all European base settings. The problem is that this could invite Russia to expand to the west, unless China has already been invited and that is a new stage of poker for territory. Is that what will happen? I honestly don’t know. Yet, we also never saw the setting that America would seek expansion into their north and west, so all bets are off as I see it. 

How this plays out is anyones guess and for the most of it all, many see President elect Trump as a clown, so we tend to downplay his rhetoric, but in seriousness, he might be pushed due to the debts and the fact that America has close to no way of paying that debt in the coming three years. So in his presidency America is highly likely to go bankrupt. As I personally see it, that is good news for me, because when that hits all IP will gain value, especially if it is IP outside of America. Still, we need to see what the American administration does when the new president is in office. As I see how this evolves people like Danish Prime Minister Mette Frederiksen, French Foreign Minister Jean-Noël Barrot and current Prime Minister Justin Trudeau are giving their view on the ramblings of a elected president and that spells bad news for America. The question becomes how will China react? In other news, there is an upside for Saudi Arabia, as it seemingly is Lockheed Martin would come for sale and Saudi Arabia is willing to pay top dollar, as such the question becomes ‘Did James D. Taiclet consider relocating to Riyadh?’ Not the weirdest question to throw into the rink.

We will know within two weeks whether we will get some ‘Just kidding’ news article or whether we see countries in Europe sharpen their axes to start another conflict. 

Have a great day.

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The price of fake stability

It is the question that flew my mind as I read a BBC article (at https://www.bbc.com/news/articles/cwy3lxqlwl1o) here we are given the ‘plight’ (for the lack of a better word) of Boeing. The once heralded brand of a saviour of technology. Most will wonder about “A US campaign group has accused Boeing of concealing information about electrical problems on a plane that later crashed” , as well as “The organisation said more than 1,000 planes currently flying could potentially be at risk of electrical failures as a result of production problems. The foundation’s claims relate to an aircraft which hit the ground minutes after take-off from Addis Ababa in March 2019” yet whether the truth is a given here, remains the question. We are given a host of other settings in this partial boxing ring, which leads to “among the apparent issues indicated by the documents are a lack of electrical parts, missing and improperly installed wiring, and employees being placed under extreme pressure to rework defective parts” It is anyones guess how accurate these settings are, and my thoughts are that the once great airplane brand has fallen so far. Yet at this point my speculating self started to fill doubt with conjecture, a partial presumption on my side with a larger dose of speculation. And let there be no doubt, I am about to speculate, which is what one does when the facts are not completely to be trusted and when you fail to optionally see the good in people. Yet the BBC does not entirely fail to give the goods. And it does so in the last paragraph of the matter. We are given “Mr Pierson said reports from people within the factory alleged that efforts to improve conditions on the production line had so far been “woefully inadequate” – largely because FAA inspections were known about well in advance and could be prepared for

So why does the FAA give Boeing the goods? I believe it to be the faltering lines of the American economy. Another failing setting to NASDAQ would throw the American economy in a sliding scale towards an abyss. Whilst we are given that there is a positive year to year change, the reality is that Boeing hasn’t been positive since 2019, thats a 5 year thumper of debt when we see that Boeing had a revenue of 76.5 billion dollars and a net income of minus 600 million, we see that the numbers grow to a 77.8 billion with a net income of minus 2.2 billion. As such the Boeing numbers are not a good message and now we see that the FAA allegedly tells Boeing when they are coming for a ‘visit’? I believe that these firms are against the wall. And the previous CEO Dave Calhoun, who wielded the sceptre from January 2020 to August 7, 2024 has a lot to explain. He took over from Dennis Muilenburg who was fired amid safety concerns with the Boeing 737 MAX following two fatal crashes that claimed the lives of 346 passengers and crew on board. It is here that I personally believe that Dave Calhoun allegedly played a very dangerous game, the unsubstantiated believe that he played with lives using a set of dice. And as I see it, the FAA was willing to play with the lives of people. With the safety setting of Boeing at play, the FAA had no business to give advance warning. A setting we need to give rise to, so far 346 lives are lost and the economy is seemingly more important that hundreds of lives lost. America has an apparent 334,914,895 (2023) lives. Who cares how the Americans keep their population high, a few hundred is all that is needed, so fuck around and find out. And with another (speculated) 800 lost, due to the next 2-3 planes. the media will use all the soundbites to create flammable stories. In the mean time we see a system that is all about keeping the appearance of an economy high, does it matter how many lives are lost? In the end, when Boeing goes down, Airbus and Lockheed Martin. In retrospect United Airlines is waiting on 497 planes from Boeing, I reckon that they might want to change their order to Airbus (no idea if that is a valid option). The larger setting is that Boeing makes military aircrafts making it a touchy subject. I wonder if any media will truly take a look at how (as well as why) the FAA played chicken with American lives and the American economy. Is any of it a given? No, as I said there is a lot of presumption (read: in part speculation) on the subject. But anyone in Business Intelligence would have had similar thoughts. The problem is that this article by Theo Leggett is 15 hours old. I wonder what more information will be divulged to the people in the next 5 days. In addition there is a lot we do not know about Ed Pierson, a former manager at Boeing’s 737 factory in Renton, Washington State. I speculate that the FAA will face a serious shake up, the card will most likely fall against Michael Whitaker, but that is not a given. Someone will be buried alive for playing footsie with Boeing, of that I have no doubt, who? It will be anyones guess but it will be someone high up. And the stage between Boeing and its stock for the sake of stability. A faltering fake setting of a nation that couldn’t bring its debts about and merely try to play a longer game. If they did this to Boeing, who else what given some level of protection? I don’t know, but the American media is not keen on truly digging into that hornets nest.

As I said, plenty of speculation/presumption, the facts? Well, as I see it the media is no longer to be trusted, so who is? It is anyones guess I think.

Have a great day and try to enjoy tomorrow, that is, if you are not being a passenger on a Boeing.

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Optical versus optional

There is a fine setting between genius and insane and I know it well. I am both one and the other. I have had my settings of genius and I have had my settings of insanity. And I will be honest enough to state that they aren’t in equal measure. So, this all started yesterday as I was writing about the strike and an image passed by.

I was looking at it and I suddenly realised an idea I had a very long time ago. Even as the navies modernised, they upgraded and so forth. Yet the events we recently saw made me realise that the Russians have been cutting corners and I have no doubt the nay faced the same corner cuttings. 

As such there is every chance that the new weapon system I thought through (based on the M142 HIMARS) might become a stealth solution towards letting Russians enjoy the views (like the bottom of a sea). 

I still believe that a prep event is needed and if it works the Ukrainians will have an option to sink the Russian fleet. Of course Lockheed Martin would have to make adjustments to their M31 GMLRS, but that might merely be the smallest part in the equation. Another prep is required and I will not write it here (no reason to tell the Russians where they failed), another part is that the target needs to be within 12 nautical miles, but that is a concern that brighter people than me have to address. All what I know is that if the prep part works the Russian fleet is obsolete and even if the idea is regarded as bad, it might make for a nice storyline in a movie, but that is for after the strikes are settled. As far as I can tell, this makes this Lawlordtobe – DARPA now 3-0. Not a bad way to go into Friday right before the weekend. The question becomes is it about to become an optical field because I was delusional? So is this a concept for Hollywood, Canadian Hollywood, or will it go to DARPA and Lockheed? I honestly do not know, as such it is Tim e for one Stefanie Tompkins (in Ballston, Arlington, Virginia) to wake up and consider what I saw and they might have overlooked.

I will let DARPA decide on that one, no reason to lose sleep over that part of the equation. So time for me to snore like a sawmill. 

Have a nice day, Friday is upon me and almost upon all of you to.

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Dopey and Grumpy, still dwarves

That is the setting and it is a strange setting, but it relates to ‘When it rains we call the kettle black’ (at https://lawlordtobe.com/2022/12/11/when-it-rains-we-call-the-kettle-black/) which I wrote two days ago. Yet I did not know there was more, and just now I come across ‘Saudi Arabia demanded defense firms set up in country by 2024. So far, most seem unmoved’ (at https://breakingdefense.com/2022/12/saudi-arabia-demanded-defense-firms-set-up-in-country-by-2024-so-far-most-seem-unmoved/), to be honest, I had heard some stuff in that direction, but I was unaware of how deep it went, and now I see “as long as it is related to the government contracts, they will have to have their regional headquarters here”, with the added “analysts said that the biggest players appear confident they can find workarounds — including the use of local partnerships and subsidiaries, as they’ve done in other countries — to keep the market open” and there the stupid factor comes into play. You see the Kingdom of Saudi Arabia has had enough of fake allies, fake commitments and now China is ready to make commitments and as the KSA is moving towards the 2030 mark of 50% in country defence and China is willing to play nice, the US is set to lose a whole lot of revenue. So there is your workaround, greedy and stupid working in cahoots like Grumpy and Dopey, both sides of a currency that has no meaning where they are, it is the sales prospects that counts and they are giving it all to China. You can only be the biggest player if you sell and there were markers for sale events and now there is a clear understanding in strategic papers no less that China is moving into sales column A. So when we think through what Breaking Defense gave us on December 8th, the US better realise that the age of pretending to do something and doing something else as a workaround is ending and it is ending really quickly. So when we see the larger players like Lockheed Martin, Raytheon Technologies, Northrop Grumman, Leonardo, Thales, and General Dynamics. What happens when the representative $27,000,000,000 goes to China? Twenty Seven Billion no longer to the US, the dollar will take another dive and more importantly, the design of their stealth planes required some Saudi Funds, when they go to the Chengdu J-20, the impact will be seen all over the US, EU and NATO. I made mention of these dangers as early as September 2021. The fact that some American Fat Cats were playing stupid with a customer paying billions is a little new, but there is no surpassing the union of stupid and ego, it makes for a nice package, one that China could be enjoying a lot more than they figured on. And there is a chance that the strategic union between Saudi Arabia and China will go that far. Not only will the US lose their Middle East stage, they will in that same action lose whatever benefits they had in Egypt as well. And just to remind you on a speculative side. If China buys in this deal 2 million barrels a day from the American stack, the US is in deep manure. It does make the grass grow in Texas, but that is pretty much all it does. 

As such the last week has given us all kinds of revelations via several media sources. But the larger news is that State secretary Pompeo gives us ‘Xi’s visit to Saudi Arabia a result of “bad American policy”’ and the bad news merely stacks. Yes Saudi Arabia is not squandering the connections with the US, their words and they are right. The US themselves are squandering it to China by playing chicken with the Kingdom of Saudi Arabia to appease their ego’s, and that is what is clearly in place and will shown over the next 13 months. You see, there will not be any 11th hour changes, if these regional HQ’s are not in place by December 2023 China will end up with a massive chunk of Saudi defence spending. China is happy with it, will the US be? I doubt it, but they catered to ego, so there you have it. It does not matter who Dopey and Grumpy are, in the end they were merely dwarves and as I see it, the Kingdom of Saudi Arabia is willing to make a large change and it will cost the US, it will cost them so much. I wonder how they will spin this loss, because at present that is exactly what it will become. A loss to their ally list, a loss to their economy and a loss of income. All handed to China for the mere satisfaction of ego. Government handed partnerships to players like Microsoft, Sony, Samsung and a few other players for the cumulative sum of a mere 1% of that, did you think the Saudi Government wasn’t keeping tabs? Silly bunnies!

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You are not Tom Cruise

I was confronted with an article on ABC (at https://www.abc.net.au/news/2022-11-28/daniel-duggan-held-under-restrictive-conditions-in-prison/101705510) We see the emotions, we see the indications. But there is a side that ABC is avoiding. The former Marine pilot Daniel Edmund Duggan has a problem, I cannot say if it is due to himself or not. Yet an explanation is required, the ABC was not giving it to you. You see we might all dream of becoming another Tom Cruise, being a fighter pilot and roaming the skies. The smallest of all groups get there, it might be a slightly larger group than those dreaming of becoming an astronaut, but not by much. We want to fly the beast machines, be the beast with Jennifer Connolly (Paul Bettany got that winning ticket) and be a scoundrel of the skies. We all (including me) have had that dream. But there is another side. When you become that one person you also are given unrestricted access to the Lockheed Martin F-22 Raptor and its $26.2 billion in Intellectual property and the US need to keep it under wraps as much as possible. I do not think that they will allow for a person like Daniel Edmund Duggan or any other person for that matter to hand over IP and IP related knowledge that is owned by the United States Defence department. That side the ABC left untouched. Now, in court that will require evidence and the chance of $26,200,000,000 getting handed over to China is not what the US (or its allies) will react kindly to. Now, there is no evidence that $26 billion will be handed over, but in the same setting if a pilot like Daniel Edmund Duggan hands over knowledge to an ally, the US will grudgingly stand still, when it goes to a US appointed adversarial like Russia or China, the US will NOT stand by. I get it, what I do not get is that the ABC left you in the dark and merely focusses on “Mr Miralis said it was unprecedented to have an Australian citizen with no criminal history placed on inmate restrictions akin to people who had been convicted of terrorist offences and multiple homicides” Well, we accept that and the Lawyer needs to give a best defence, but the stage is that China is recruiting and it is recruiting people like Duggan and there are billions at stake. It is not handing over the specs, it is handing over the weaknesses of any US aircraft he has ever flown, all the knowledge, via brother pilots he got access to. There is a definite risk for the US, I get that and as it was American IP, Duggan definitely has a problem. If he was in the US it might not have gone that far initially, but he became Australian, as such there is an issue and ABC should have told you that. The fact that he worked in China does not help any. It does not matter if what he did was completely unrelated or harmless. He had access to top secret information on US airplanes and ABC did not inform you, there is something called balanced and we get it, there are moments where we are less than balanced, but to leave such a large setting out of the equation is rather dumb, but that might be my take on the setting.

I have no idea how this works out, but people better figure out that there is a new storm brewing and when it hits it will hit to a much larger degree. The US is pretty much bankrupt, it has no exit strategy to get rid of 30,000 billion (30 trillion) in debt and things are getting worse. Soon the US treasury will depend on whatever IP they have and reduction of values of such nature will not go over well and these people signed papers, not unlike the official secrets act. I did not, so I can inform you on the simple fact that Director Richard Moore of MI-6 is now 59 years old and 347 days younger than me, so there! 

Alas, Daniel Edmund Duggan had to sign such a piece of paper when he became a US Marine Pilot. That is what is getting him into the proverbial hot waters.

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Yesterday was fun

Yes, yesterday was fun for several reasons, not in the least that some people (referring to themselves as a member of the Anony Mouse population) are in the misgiven idea that I could be Mr Theodore Raitor. Nothing could be further from the truth!

In the First
In the first the arms industry is a business. I did not make it that way, the American did that during the Vietnam war. They made it a business and less than a dozen boards of directors took home billions in all kinds of manners. I am not opposing that, I am not offering another view, I could but there is some wisdom in taking that route, it comes with successes and it also comes with failures. 

In the second
Following the first, I have at all times the direct believe that ANY sovereign nation is allowed its ability to defend itself, that includes Middle East and Far East Nations. The ability to arm and defend itself should be open to any nation. The Belgium Fabrique National in Herstal founded itself on that premise and for them in the 80’s (optionally 90’s as well) business was good, really good. 

These two rules are there out in the open, the media tends to not report on that side of it all. You see the media relies on ‘click bitches’ and their reporting is centred around that premise. National defence is a well trusted stage for emotional reporting and I am not objecting to that, they merely made a choice. Thats also where I drew the line to failure. Ford created the Edsel and for 3 years they tried that but after year 3 they stopped it, their losses came down to what would now be regarded as a $2 billion loss. They quietly let this failure die, which is what they were allowed to do and yes, we all (the older people) make jokes on it and Hollywood added to that in Peggy Sue got Married. It was all good. Now we see that the Lockheed Martin boys (girls also) are trying to continue their stage after making an investment well over 1000 times and they want it to continue. Losses a thousand times bigger than Ford had, is anyone seeing that marker? Now it is up to Lockheed Martin to do whatever they need to do, because it is their right (and other people’s money) and that is the larger stage, the US taxpayer is paying for that failure. 

For me there is a simple setting. There is a customer (the Kingdom of Saudi Arabia) that has a right to defend itself, so I would happily sell them the BAE Typhoon, but there the UK cut themselves when we see the CAAT (Campaign Against Arms Trade) with all these grannies with signs telling the UK government that Saudi Arabia is evil, it cannot have weapons, but they do not hold that candle up to Iran who is funding Houthi attacks on civilian populations. So there is an alternative, China has an alternative. And even if that makes me a really well paid courier. I am willing to ferry those papers between buyer A and seller B. Yes, I agree that getting 3.75% out of $11,000,000,000 is a bit much, but I never made those rules, did I? The US and their business enterprises did that. I merely saw the ball falling and I decided to pick it up. China is not in a war with Australia, the Chengdu Aircraft Industry Group is a respectable defence ability offerer (most usual to China) and the US has a lemon, so there is nothing wrong and those trying to create click bitches need to consider that I never made any of these rules, I merely use the rules of the game to get a job and to get a decent payment. If the KSA decides that I cannot have the $412,500,000 and that I am only allowed $50,000,000 I will not be upset (optionally a little disappointed), but that is any mouse who gets the slice of cheese and not the cheese wheel in a building filled with cheese wheels. 

The Kingdom of Saudi Arabia has a right to get defence materials and the Chengdu Aircraft Industry Group has a right to sell them to anyone their government is not at war with. These are not my rules, the Americans did that and they stood by whilst the Taliban ended with over 8 billion in American hardware and they also did close to nothing when ISIS got their hands on more American Toyota 4 wheel drives then can be found in Guttenberg, New York. So there!

Do I stand a chance? Not really, but the fact that I am willing to do business where there is business also implies that there are other players and as a former NATO boy, I rather see these funds go to China then to Russia with their Sukhoi Su-57 or their new puppy the Checkmate. This is the consequence of making defence a business, its all good and overpaid fun until someone creates a lemon. A lemon one that costs the taxpayer $2,300,000,000,000. Are you awake? Can you see the cost of one article (read: lemon) currently equals the total debt of Germany? 

Do I want in? Absolutely! This one deal could make me more money than half a century of day to day slaving, it is like getting the golden lottery ticket and this really pays off! 

Is it bad for Lockheed Martin? Yes it is, like Ford with their Edsel, all failure is shared, but it could result in a big win, you merely have to watch Nintendo who turned their WiiU failure into a homerun success (Nintendo Switch), I personally see the Lockheed Failure in the same way as we see failures from Microsoft. Too many politicians who ignore the core business and try to steer towards the Fata Morgana of mountains of gold on the horizon, when you do that you merely steer from failure to failure and the defence players better catch on quick. You see the buyers are not interested in hype creating marketeers, they want results and Lockheed Martin is not delivering that and whilst we speculate that the media is taking notes from speculative stakeholders, the buyer in the end is a defence industry who is not interested in marketing, they have a clear goal, not a fictive on on the horizon and that is one ferry I am happy to board (with permission of its captain). It is the direct result of a labour force who is all in touch with feelings and not in line with expected needs and KPI sessions. So yes, yesterday was fun for more than one reason and it could end up being a whole lot more fun if I do get that job.

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Lemon of the Century

Yes, you have seen it, we have all seen it in some form, but when was the last time you saw a genuine Lemon? Not to mention a Lemon of the century. You would think it is a near impossible task, but Lockheed Martin, an American company pulled it off. In thee cases it is so much sweeter if the accomplishment is American.

I made a case to sell (as a corporate individual) to sell the Kingdom of Saudi Arabia either the British BAE Typhoon, or the somewhat better match the Chinese Chengdu J-20. Now, this is not on principles, but the US making Saudi embargo after embargo, all whilst it is mere puppet play and there was no direct need to stop the sales, especially as the Kingdom of Saudi Arabia was under direct attack by Houthi forces directly sponsored from Iran and the people were eager to ignore that fact. So there I was taking a stab at a 3.75% sales commission, and in light of a $11,000,000,000 sales ticket could bank me $412,500,000 over a few years. Now, I know, am I greed driven? Nope! But I am not walking away from such a massive mealticket! 

All that happened and was mentioned before, but now there are more reasons as ABC news gives us. The article ‘F-35 program’s future uncertain owing to design flaws, parts shortages and cost blowouts’ (at https://www.abc.net.au/news/2021-09-08/f35-program-design-flaws-part-shortages-costs-opinions-divided/100431664) there we see “He said the combat jet currently had almost 900 design flaws, with seven considered critical.” This is given to us via Former US Marine Corps Captain Dan Grazier. So this is not out of thin air, this comes to us by decently informed people and at what point is anyone accepting a lemon with 900 design flaws? We get it, a plane with a current whole of life cost estimate of $2.3 trillion we need to consider that there is a massive flaw in the entire process. It becomes worse when you see and consider the Naval failure called Zumwalt class destroyers. That is two out of three, so now we merely need to add an army failure and the US forces will be 3 for 3. So how often do major projects on these scales fail? There is optionally the second stage where both China and Russia are not afraid for a war with the US, because the US is lacking in functional equipment. They have functioning 5th generation planes. I cannot tell if they are better, merely that they are. And I am am the mouse who loves that 412 million dollar cheese wheel, whether I retire or eat myself to death is all equally similar and there is a customer base who would want something that actually works so overall there is more than one seller and there is a definite buyer, so I am game.

Yet the article also gives us “It said that would grow to 40 per cent of jets grounded by 2030, if the repair backlog didn’t improve” this implies that the US airforce needs to grow by 250% to keep the effectiveness numbers of 2017, that is one hell of an investment. I am not denying what the pilots are saying, that it is a game changer that it will be effective, we get that, but it has 900 flaws, and there are a lot of questions in the background when we consider the seven critical problems. So when we consider the claim “Mr Grazier said the cost per flight hour in the United States was around $36,000” and the math man in me consider that at present there are (unverified numbers) “1,763 F-35As for the USAF, 353 F-35Bs and 67 F-35Cs for the USMC, and 273 F-35Cs for the USN” it would require the DoD $88,416,000 an hour to get it all in the air, in light of the Afghanistan clambake, which lasted 2 decades, count your losses today. Is someone doing the math here (apart from me)? This is a plane with 900 design flaws. So if China (or the United Kingdom) can beat these costs they have a real chance in getting a new customer in their arsenal and it is one that has money, so that part will be the smallest of concerns.

We could go all (overly) marketing and say:

Chinese
Hellbringing
Equalising
Negotiating

Goalseeking
Defence

Unit

But that might be slightly over the top, what matters is that the US has a real problem and, oh, that reminds me. Is that why they pulled out of Afghanistan? 40% of their flying capabilities wasn’t up to it? I know, it is grasping and it is speculation, but I am trying to get my hands on that 3.75% and that makes me a little giddy. With the Zumwalt it was the principle that it didn’t meet its need, it was too expensive and it was ugly as hell. I still hope to test my new stealth anti naval weapon on it, merely because it is just too ugly to see and congress never approved the shells needed to fire these guns, and a stealth ship with a Raytheon solution is just not a stealth ship. And as a $22,500,000,000 failure it is too expensive for such a failure be allowed. Consider that ABC ends the article with “To respect that dependency, we remain laser-focused on continuing to enhance the capability, affordability and availability of the F-35. With the help of partners and customers, I have no doubt we will succeed.” Which is all fair enough. Now consider that 12 nations have committed to ordering, now consider that if 3 leave that group (Singapore being the most interesting one) and China gets Saudi Arabia, Egypt and the UAE on board as well, the stage changes on a global scale at that point. Now reconsider the military power play where we accept “There are developmental issues that come up because it is a very high technology advanced aircraft. Over time, these issues are resolved.” Yet 900 flaws imply that this will not be resolved until 2029, with spare parts and shortages of equipment lasting until an expected 2036. That implies that these players will not have a real effective airforce for well over a decade, so how many nations will get nervous on that premise and how many will consider a change (please do not change to Russian option, as they give me nothing). So in that light is there really nothing to worry about? And that is before we see the other 9 nations with billions invested all for… what for? 

So whilst I have nothing against Lockheed Martin (I really do not), being in the stage where they are now with 900 design flaws is just too weird. Yes we accept that it is a developing project, but design flaws imply that it is not developing, it was wrongly developed and as such the F-35 should still be in an earlier stage, that is until well over 600 flaws (and the 7 critical ones) were resolved ahead of where they are now. 

So here I am, just a man, a (really) poor man, hoping for his 3.75% before he retires and retirement is not that far away. And in all this, I remain optimistic, because I have things to smile at, especially if I get to test my creative sinking idea on the USS Zumwalt. Yes, it is a gasser (in more ways than one). So feel free to agree (or disagree) but when you see something that should be the lemon of the century, would you not shout that from the tallest building? Especially if it was your neighbour who bought the Ford Edsel. So Ford can now relax, Lockheed Martin surpassed their failure with an impressive larger one.

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