Tag Archives: Netherlands

Timing in the aftermath

That is at times the setting we face (me included). You see, I felt that it was time to set in motion my first script. I submitted it to Salem Belyouha, CEO of media content sector at Dubai Media on July 25th 2024. I had two more submissions in other places and so far no luck. Some said to me “perhaps your script is no good”, that is fair. I am no scriptwriter, but it was my consideration that a story surrounding the assassination of Prime Minister Geert Wilders might have some appeal to some. To be honest when I designed the script he was not yet a prime minister. Merely one of many islamophobes (to keep it nicely). 

And yesterday I saw (at https://www.broadcastprome.com/news/saudi-arabias-streaming-market-shifts-as-local-content-gains-popularity/) the headline ‘Saudi Arabia’s streaming market shifts as local content gains popularity’ with the byline “Streaming preferences in Saudi Arabia are undergoing a significant transformation, with 71% of online media consumers reporting they had watched locally produced content in Q1 2024. This growing demand for local programming is reshaping the streaming market and shifting platform market shares.” This clearly gives the summoning that my timing was good (which helps matters). It does not reflect on how bad my script was, but the two ‘reviewers’ were positive. This might just be that they hate Geert Wilders in equal matter, but that is a matter for another day. The viewers (mostly Islamic) might enjoy seeing him assassinated 5 times over. We all need a hobby at times (me especially) and that is the simple truth behind the matter. I am still awaiting word from Al Saudiya at present and I must admit I am not the most patient person. I know that they are part of the Saudi Broadcasting Authority and I have no idea who to contact there. Still, the premise of ‘attacking’ islamophobia in this way gives the idea that this script might have an eager audience in Indonesia with its 260,000,000 optional TV viewers and they have more than one reason to be a little negative about the Dutch (ask former president Sukarno if you are curious). You see I figured that you can can attack the person or the goal. The person is not as effective in reality, but it makes for optional great TV. 

And good business is where you find it. I initially planned to go to Dubai Media as they operated in the United Arab Emirates and Saudi Arabia, optionally more places. But now I wonder where is the best place to go? Al Arabiya and the Saudi Broadcasting Authority might be an equally good option, Especially if they also operate in the UAE, Egypt and Indonesia. Will it work? I have no idea, but if you do not try, you will never succeed. In the mean time it is time to grow the second script, which would end up being a mini series. The third script has a greek foundation and might appeal to a wider audience. And whilst the mainstreamers will appeal to the dried up well of Hollywood, I merely have to take notice of “Saudi Arabia’s streaming landscape is increasingly driven by demand for culturally relevant and Arabic-language content, with local platforms like Shahid benefiting from this trend. To remain competitive, global streaming services will need to diversify their offerings to meet the growing preference for local productions” hoping that (if my scripts are good enough) I could get some dollars (via Riyals) to get my retirement funds up.

And to make sure that I do not make a booboo, the Riyal must be divided by 3.75 to get the dollar amount, we can’t expect to get a simple shawarma on $0.27 (In nearly all places, you need a little more than that). 

Well that is it for now from me. But stay tuned, hopefully in about 8 hours there will be more.

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How Presidents become sniffling bitches

It is strong, it is optionally regarded as disrespectful, but seeing the BBC give us ‘Ukraine claims to control 1,000 sq km of Russian territory’, the story (at https://www.bbc.com/news/articles/cx2lmr29ygjo) comes with the underline of President Putin called stating “Russian President Vladimir Putin has described the incursion as a “large-scale provocation” that involved “indiscriminate shelling of civilian buildings, residential houses and ambulances.”” (Source: Baltimore Sun). So how does it feel to have the shoe on the other foot?

Lets not forget 

Russia has bombed hospitals, churches, refuge’s and civilians with intention. Now after almost devastating losses the Ukraine is expanding into Russia. Ukraine is coming to Russia and calling these new lands optionally their new home. It is a little bit speculative, because there is no clear path. As I can see it, Moscow will soon have another name (my wishful thinking) and the Ukraine has already found a new home as their community building, it will be the Kremlin. It might be a little too soon for that thought. But there is another setting. The other setting is that several GRU members will be wanting a way out. Not everyone is agreeing with the picture that President Putin is painting and as such GRU officers with folders on the agreements on Pascal Hillebrand, Thierry Baudet and other like minded people will be eagerly wanted by the Dutch AIVD and media. Not to mention the army of internet troll media arrangers who are doing real damage to European, American, Australian and Canadian democracies. All that became an optional reality when Ukraine took land from Russia. 

This hasn’t happen since Stalin (1941) when the Germans started operation Barbarossa. Now there is a setting we shouldn’t dispense with, Russia could mobilise their entire army now. The problem is that they have plenty to sow into that region. It weakens the Russian forces to a massive degree. When you have an army that merely covers 70% of your country and pushing it to different areas, more areas will be weakened. The second setting is that it will take longer for Russia to ever recover. The amounts lost and the lack of a properly functioning logistics and equipment supervision, for that matter the actual availability of equipment are all matters that are strangling Russian forces. Using your finger saying ‘pew, pew, pew’ doesn’t really work on forces who have seen their homes devastated, and it was an unprovoked devastation. Being that the Russian forces are relying on North Korean and Chinese arms to an increasing degree is also not to be underestimated. 

On a sideline (making it about me), there is still the plans to ‘make’ Russian nuclear reactors go into meltdown mode. Should Ukrainian forces enable that part than the loss of a mere 3 reactors will put Moscow into dark mode, no electricity and no heating. Taking in consideration that things turn cooler in November which lasts until mid February and it stays snowy until April. You see concrete and steel buildings are nice, but without heating they nearly instantly turn into refrigerators and sleeping there is a one stop location to the death sleep. 

That was the part Russia forgot about, and people like Vladimir Solovyov and Vladimir Molchanov forgot about. We saw their ranting on YouTube and they all forgot what happens when their turn is up. They never thought Russia could be attacked, but the aggressive nature that Russia employed since February 2022 now has a new wrinkle. As Putin announced the 2022 Russian invasion of Ukraine, he claimed to commence a “special military operation”, side-stepping a formal declaration of war. Now that comes to bite him and his ‘friends’ will soon be a lot more afraid then they thought they ever could be. In the mean time I designed several new weapons, one to cluster down on Russian harbours and that is a nice piece of icing (DARPA eat your heart out). You see most weapons are about destruction, as such I designed a steal approach to dislodging. It seems less ‘effective’ but there is nothing as effective as taking an entire port out of commission. OK, I admit that some harbours will merely be in part less effective. Russia has a nice navy when it doesn’t work it is merely a bundle of steel going nowhere. And as they lose their Black Sea and Atlantic abilities, they will see the disaster they unfolded in 2022. Consider (merely consider) that Zapadnaya Litsa is take off the operational board, that and their Arkhangelsk become set pieces in a Russian comedy called ‘What do we do now’?

How will it go from here?
I have no idea, but the fact that the Ukraine captured land from Russia was unforeseen by everyone, Russia least of all. So when we consider “A senior British military source, who asked not to be named, told the BBC there was the risk that Moscow will be so angered by this incursion that it could redouble its own attacks on Ukraine’s civilian population and infrastructure” is decently accurate, but then Russia had bombed Ukraine pretty much into the stone age. This is the setting where we see that people stated that this would be over in 2-3 days, it is now year two and Russia is losing lands. That is the reality they fece and as such a lot more domino stones will be falling over. I am partially hoping that several GRU and FSB officers will defect the bad place they are in and come with their files to other places outside Russia. They still need proper vetting as this is a tactic that dead spies cater too (a Sun Tzu reference, Chapter 13). But it is clear that Russia has now a different kettle of fish on their table and they were never ready for that part.

So as we revisit the current losses consider how come that the 20th strongest army is setting such losses on one of the top three armed armies of the world?

When we consider that for about 5 hundred years we have seen the expedition of logistics, hardware distribution, armed forces and intelligence gathering. So how come that a 2-3 day war has become a 2-3 year war? I stated a partial in ‘On the subject of failure’ (at https://lawlordtobe.com/2023/02/27/on-the-subject-of-failure/), yet an capture the land against Russia was never a reality, how wrong I was and I was not alone there as the BBC now shows me.

All war is founded in deception, a quote that China came up with over 2000 years ago, to see it to this degree is almost unbelievable, so President Putin had clear documentation that could have prevented this. How the mighty fall.

Enjoy this day, my Tuesday ends in 20 minutes, Vancouver is just about to start their day with waffles, eggs and more. 

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Setting of the day

On a good day
The Khaleej Times Jost informed me on how a good day comes to pass. Here (at https://www.khaleejtimes.com/uae/meet-the-uae-police-officer-who-uncovered-183-money-laundering-cases-in-15-years) we are introduced to Major Saad Ahmed Al Marzooqi. 

The headline ‘Meet the UAE police officer who uncovered 183 money laundering cases in 15 years’. We are also given “He was recently appointed as the first Emirati member of the Financial Action Task Force’s (FATF) International Cooperation Review Team” and we can be mesmerised, or brag about his abilities, but the numbers imply that he slightly uncovered more than one case a month. There are plenty of police forces all over the world where half of these numbers would imply a stellar career. As we gawk over “exposed 183 money laundering cases that are related to drugs and financial embezzlement. He had also created a database of incidents, which contributed to an increase in convictions from a monthly average of 3 to 14” we need to realise that the increase of 3 to 14 implies that this one person achieved more than any average police station in Europe. 

This is the kind of man the world needs and that will be explained in the next article, because the universe relies on balance and the imbalance we are about to see takes the cake and changes an optional day to night.

On a bad day
Yes like any hero that needs a antagonist to make things interesting, we have Microsoft in two mentions. Now this isn’t directly involving anyone at Microsoft, but the follies are a setting that makes things a lot worse.

First we get Wired (at https://www.wired.com/story/microsoft-copilot-phishing-data-extraction/) who gives us ‘Microsoft’s AI Can Be Turned Into an Automated Phishing Machine’ we get to see “Attacks on Microsoft’s Copilot AI allow for answers to be manipulated, data extracted, and security protections bypassed, new research shows” which is not good, but anything positive can me mauled into a criminal jester for organised crime. The additional “Microsoft raced to put generative AI at the heart of its systems. Ask a question about an upcoming meeting and the company’s Copilot AI system can pull answers from your emails, Teams chats, and files—a potential productivity boon. But these exact processes can also be abused by hackers.

Today at the Black Hat security conference in Las Vegas, researcher Michael Bargury is demonstrating five proof-of-concept ways that Copilot, which runs on its Microsoft 365 apps, such as Word, can be manipulated by malicious attackers, including using it to provide false references to files, exfiltrate some private data, and dodge Microsoft’s security protections.” Now, I haven’t seen this, but Wired has a solid enough level of credibility to not ignore this. And that isn’t all. Bargury gives the world “the ability to turn the AI into an automatic spear-phishing machine. Dubbed LOLCopilot, the red-teaming code Bargury created can—crucially, once a hacker has access to someone’s work email” as I speculatively see it a mediocrity solution to turn the Internet of Things into a machine serving organised crime, optionally the NSA too, well done Microsoft. As I see it, the workload of Major Al Marzooqi would increase fivefold when this hits the open world, actually it already has if I understood the words from Michael Bargury correctly. In this, we optionally an even bigger problem, or at least a lot of corporations will.

You see there is a second message, in this case from Cyber Security News (at https://cybersecuritynews.com/microsoft-entra-id-vulnerability/). They give us ‘Microsoft Entra ID (Azure AD) Vulnerability Let Attackers Gain Global Admin Access’ with the subtext “Security researchers have uncovered vulnerabilities in Microsoft’s Entra ID (formerly Azure Active Directory) dubbed “UnOAuthorized” which could allow unauthorised actions beyond expected controls” Now take these two parts together and the phishing expedition could hit every R&D system on the planet using Azure. I am certain that Microsoft will have some patch coming soon, but in the meantime the bulk of R&D (under Azure) will be vulnerable and approachable by many hacker and especially organised crime, because selling secrets to competitors tends to be a lucrative setting and most corporations aren’t that finicky in acquiring something that raises (and assures) the bonuses of the members of their boardroom. OK, this is speculative on my side, but wonder what some will do to get the upper hand in business, especially if there is a bonus raise involved. 

I wish I had a solution, but my personal feeling is that Microsoft has too many holes, loops and a whole rage of other issues and switching to either AWS, IBM cloud or Google Cloud tends to be an essential first step coming to my mind. Now, if there are sceptics who think that I am anti-Microsoft here, they are probably right. Therefor the Links to the two articles were added letting you look at the stories yourself. In the meantime I remember a story in April and it should be my ‘duty’ to inform SAMI that ‘BAE Systems and Microsoft join forces to equip defence programmes with innovative cloud technology’ had a nice article and with the two articles mentioned, SAMI could lay its hands on a truckload of BAE IP. Not sure how far they will get, but free IP is the way to go I say. So when you realise that a large corporation like British Aerospace with all the civilian and military hardware can be accessed, what chances do you think that Novo Nordisk (Denmark), LVMH (France), ASML (Netherlands), SAP (Germany), Hermez (France), L’Oreal (France) have? I do not know if any uses Azure, but it is a good moment for them to select one of the other companies. They could after the event sue Microsoft for damages, but Delta Airlines is already suing CrowdStrike and I am not sure how that will go. In the end it is my personal opinion that this could potentially bite Microsoft hard and it is one of the reasons I do not let them near my IP.

As I personally see it, the companies racing the be the first to launch their (fake) AI will now have a much larger impact. There were already fake data issues, but now the phishing options that are mentioned and when that gets linked to what Cyber Security News calls “UnOAuthorized” the entire IT game changes dramatically and I have no idea how that will play out. 

As my Sunday is almost over and Vancouver only just started there’s a chance we postulate that the next 72 hours will be an interesting one. Have a lovely day (when you are not on Azure).

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Credit where credit is due

I was in a setting where I had to look at YouTube videos of the Hogwarts theme parks in Orlando and Tokyo. I saw a lot more than that. I also saw some Disney World places (for different reasons) and it struck me that there is a lot that is the same. I do not men Hogwarts, I meant that the Universal sites all work on the same premise. Now, this is to be expected, however the Disney places and the Universal places are a lot alike, more alike than unalike. 

This is not any kind of critique, it just is the way it is. Then we get the Abu Dhabi Warner Brothers world. Now they are all excellent in their own way and if you are a Harry Potter fan as I am, an uneasy feeling comes over me. Don’t get me wrong, these places, there is nothing wrong with them. As I said, they are too much alike. It seems that we are all pushed in the same box (painted in some colour). 

It then struck me that I might be too spoiled. I grew up in the Netherlands. As I can see it, there is nothing like The Efteling, besides the Efteling. Yes, it too has rides others have, but the setting of the Efteling, with a lot of Anton Pieck favoured styles is basically unique. In this places like UAE (Abu Dhabi) or Saudi Arabia (Riyadh or Dammam) might be in need of an Efteling styled theme park and it does not need to be a copy. The Efteling has a fairy tale forest and in Europe they strike a chord with these fairy tales. But a desert place where we can see the fairy tales like they exist in the Arabic nations would have a national and international appeal. There are “Aladdin and the Wonderful Lamp”, “Ali Baba and the Forty Thieves”, “The Seven Voyages of Sinbad the Sailor”, “The Enchanted Horse” and many more. I think that most Arabic Fairy tales come from the 1001 nights book, but I could be wrong there. You see the world needs more that a Universal setting. The Efteling has earned its place amongst the theme parks with the highest awards. In 2020 they had more visitors than Disney Paris. I believe that the fairy tale forest gave the people something they had forgotten. In this I blame Disney, they fed us what to like and didn’t inquire what people would like (the cost of the park and the waiting times at rides might have been a contributing factor). So as we turn to the UAE (or Saudi Arabia) for what to seek, the international market might like an original fairy tale forest with unique stories. Optionally stories from other places like Indonesia as well. In this I feel that an Efteling approach might give people another way to look at things. There is still enough space for places like Warner Brothers, Universal or Disney. Yet consider the aging IP, as such a new park can be done in the ‘trend’ of Efteling, but need not be a copy. 

There could be stories that would be present in both, no doubt about it.

There is the Gardener and the Fakir, I saw this on my first visit in the 60’s, it never lost its appeal to me, not ever when I saw it again in the late 90’s. Then there is ‘het spook slot’ (the haunted castle).

It is now either already demolished or it in the process on demolition, to make space for something new. That place had been around since 1978, I saw it in its first year which was my birthday present. The attraction had remained active for over 40 years, the show shown there which lasted about 7 minutes took an estimated 800 people per hour. And this was based on technology we had at that point. As far as I can see, unique experiences and there is more to be seen. But in reality, who has actually read the book 1001 nights? Wouldn’t it be great if someone had a different theme park based on Arabic lore? 

There are many ways to do this. I still believe that ride like pirates of the Caribbean with the boats, but they take you on a show though several fairy tales, narrated by Sheherezade. The ride would be about 15 minutes, taking you to the next stage which would be on foot showing you more fairy tales with rest rooms and snack sites, after that another boat ride of the same length and that is one side of the tracks. Then we could do more walking and see places like the Gardener and the Fakir and other places. The problem is a lot needs to be ‘in house’. These two places are just too warm in summer. In a previous article. I discussed part of this in Ratatouille (at https://lawlordtobe.com/2023/11/20/ratatouille/) I had some ideas based on droomvlucht (Dream Flight) but now set on a magic carpet like a real Aladdin. An expansion for the Warner Brothers park, but it could become its own place, with new attractions and a wholesome dive into Arabic fairy tales and It could be in Saudi Arabia for pretty much the same reason. You see, the lesson that places like Disney never learned was that there is something like saturation. ‘More’ at some point becomes ‘too much’ and infrastructures tend to collapse when we reach the ‘too much’ point. I cannot speculate here, it requires an econometrist with serious skills to make a better estimate. I perceive it to be a setting of balance. If the theme park is in the left hand, you need something another kind of fun in the right hand, so that balance can be reached. What that is? Not sure, but I imagine that Abu Dhabi with its waterpark, zoo and Warner Brothers has a seemingly good grasp of this balance. So is that the right place for this new park? I cannot tell, but it seems so sad that they are all copying Disney and Universal and the idea of another Efteling with its own unique features and a dozen global awards is largely ignored and thy aren’t just any awards. They won in 1972 the Pomme d’Or and in 2018 the Themed Entertainment Association (TEA) award. Disney lost out on both that is one hell of an achievement. Especially as the Efteling has nowhere near the cash Disney has. 

But that is merely my point of view in this matter, enjoy the day, Monday is a mere 3 hours away for me.

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In the beginning

Two issues came to light, the first one is about an American cop. The BBC gives us (at https://www.bbc.com/news/articles/c72ver6172do) where we see ‘A Bugatti car, a first lady and the fake stories aimed at Americans’. We are given “A network of Russia-based websites masquerading as local American newspapers is pumping out fake stories as part of an AI-powered operation that is increasingly targeting the US election, a BBC investigation can reveal.

A former Florida police officer who relocated to Moscow is one of the key figures behind it.” We knew this, it is nothing new. The Dutch company Trollrensics is actively hunting down trolls and illustrating all the fake news we see (well most of it anyways). This article brought a small art to light that requires actions by both Amazon, Google and Microsoft. You see the BBC gives us “But before the truth could even get its shoes on, the lie had gone viral. Influencers had already picked up the false story and spread it widely”. This is a dangerous setting. Influencers are all about the traffic, they mostly lack integrity and have no clue on the desire to gain followers and their desire to get their golden YouTube sign. 

It is time that the United States and the European Union start to pressure these tech firms to chastise these influencers. If they cannot give ample validation of how they got the evidence how they verified the authenticity they get the full brunt of the consequences. If they are found spreading fake news, their Google rating is diminished, their video’s are all downgraded. And their video’s are skipped in searches unless a person asks for this (former) influencer by name (at which point several people can find the seekers). It is a little crude but the Russians are becoming too much of a nuisance. Oh, and by the way if they follow through on the threat to bomb the Netherlands, I will put my nuclear deterrent (a solution to make a nuclear reactor meltdown) on every BBS in Chechnya. See how they like that condition. Russia made enough enemies, if they have to protect every nuclear reactor in Russia they will lose 15% of their deployable troops protecting buildings they never had to before. Actions are needed and no one is doing them, they are all concerned with the bottom line. You see spreading fake news and false information is not a freedom. In this day and age it is a duty of everyone to not spread fake news and misinformation. Now I understand that not everyone is able to distinguish fake news from real news. I usually seek two official sources (the Guardian, BBC, Al Jazeera, Arab News, Washington Post, Boston Globe, LA Times) there are more but you get the gist. The complication is John Mark Dougan, an American ex-cop. Just questioning. Why would anyone in Florida relocate to Moscow? No matter how valid his reason is. As we are given “an AI-powered operation that is increasingly targeting the US election” we are given the notion that this is all about Trump (my speculation) and it goes from bad to worse. As such I need to do something. I am not a man of action (when you pass the 60 mark that happens) but I have a decent imagination to look outside of the box. Russia has 38 active nuclear reactors. They collectively have 200,000 people working there. Consider that the Russians would need to check them all, secure them all. That implies thousands of troops. Then they need to inspect all new arrivals. It will be a nightmare I reckon. In the mean time they face Chechnya and Pro Ukrainian Russian troops. Plenty to worry about and with the solution out in the open, the Russians get a new danger and optionally their other enemies come out of the woodwork. 

But that is another matter. For now we need to take care of the influencers. They are the first hurdle to stop traction of fake news. In this Amazon, Google and Microsoft could change the rating of anyone spreading fake news, Google especially. Put their ratings to minus 150 and the influencers seize to be a relenting problem. Remove these accounts and their flocks disperse. Now I am not sure if Google can do that. You know that any account holder of a Google/Youtube account has rights. Just changing this on the fly does not go over well. But Google can stop the fake news from spreading, they can also look at the followers of that influencer. But I get ahead of the issues. Something needs to be done and not enough (as far as I can tell) is being done. 

Enjoy the day.

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Where to spend it?

I saw a report on the CNN site a few days ago (at https://edition.cnn.com/2024/05/23/politics/senators-trudeau-letter-defense-spending/index.html) Now, I get it, every nation needs to get their defence correctly. However with the message ‘US senators write to Canada’s Trudeau asking him to meet 2% GDP defense spending commitment’ and the 23 senators may have a point, we all have to carry our weight. But I believe that the US is expecting Canada to hand that money to south of the border. I am not on that horse. I think that Canada, if spending anything that is essential will turn to the UK and Australia first for their needs. The question isn’t merely what not had been bought. They question becomes “What needed to be bought?” I don’t have those answers. And Canada does not stand alone. In all this Spain, Turkey and the Netherlands are on the same horse and the pie of revenue is dwindling down, it means that there are more hungry mouths to feed. This means that there are options is both the Commonwealth and the EU. I wonder when these 23 senators start realising that their defense revenue might be in jeopardy. In this age of economic stress, just handing it over to the US might not be the wise choice. If possible Canada should consider the UK for initial choices. The US sets up the 2% clause hoping that it will come to them, but that is not a given. No matter how this works out. These nations need to set a stronger manifest on what is needed and on what is required. Now, this is hard because defense elements aren’t really public information, but the fact that 23 senators give a letter with the underlying “they believe Canada — unlike other nations — does not appear to have a plan in place to hit the target, a congressional aide explained.” I have to ask what evidence is there? And the fact that a US congressional aide comes forth with this is secondary. So how did this get ‘leaked’ to CNN? Do Canadians know how their defense systems fare? Just a few questions that come to mind and I wonder what plans are set to those F-35 Canada ordered earlier. 

It is not enough to consider that 2% needs to be spend, the question becomes where to spend it and on what.

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van Speijk paradox

It is not a real paradox, although I would claim it was one. I was looking at the Russian losses and I was looking at the Forbes article (at https://www.forbes.com/sites/davidaxe/2024/02/03/complete-stupidity-and-incompetence-as-two-russian-tanks-collide-while-attacking-near-donetsk/) when a few things came to me. There was the case of a police force known as the comedy capers.

You see, when tank commanders are so ‘untrained’ optionally short sighted that we are given ‘Two Russian Tanks Collide While Attacking Near Donetsk’. Some tankers would call this utter stupidity. I am not gifted with tank experience, as such I cannot say that. But the overall the light of Russian intelligence is dimming. To see this, we need to take a look at exhibit B.

There we see that the tanks have been diminished by almost 48%, APV’s are down 42% and artillery systems 46%. The 20th strongest army in the world did this to the 3rd strongest army in the world. I spoke earlier about the logistical farce that is the Russian armed forces and on that note we see several other failures.

What is the van Speijk paradox?
Van Speijk was a Dutch naval commander and on 5 February 1831 he decided that as he could not stop the Belgiums from taking his boat, he decided to fire into the powder room and boom went his boat in the harbour of Antwerp. According to some it was beautiful. He, his men and most of his enemies stopped living in that precise moment. The Russian paradox is there as these people should have known better. Their mistakes are dealt with in Tank operations 101. As such I wonder if it wasn’t intentional. Better be out of commission than blown up. But it is speculation, I have no evidence to support this other than the little I know from the 80’s. So are the soldiers that incompetent or just scared? It is an important questions and I have no evidence one way or the other. The one part I do know is that the Ukraine send 387,940 people for fitting into body bags to be shipped back to Russia. That short war is now 2 years, some short term war and it is getting worse. With the rearmament of the Ukrainian forces and the Russian forces losing more and more hardware (specifically tanks, APV’s, airplanes, helicopters and that list goes on. Russia is losing this and the Russian troops are demoralising more and more. 

It all sounds good for the Ukraine, but there is a snag that is starting to show up. We are now mere steps away from Russia becoming desperate and that tends to be a bad thing. No matter what they do there is most likely a European impact. That is what I feel is likely to happen. Scandinavia and Germany are the most likely targets, but I am speculating here. On the upside a war on two fronts will break Russia. Their logistics are shoddy, their trained staff is mostly dead and what gets conscripted will do so without decent equipment and spring is at least 8 weeks away. All that adds up to a riddle of bad news for the Russian forces and it leads to more demoralisation on the Russian front. 

You will consider my view to be wrong and that is fine. But you just look at the Russian losses numbers and all the news from Russia and see where that point of view leads. 

Have a nice day.

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What is the real fear?

That was the first thought that hit me when I saw several articles like the one (at https://www.theguardian.com/business/2024/jan/25/emirates-backed-stake-vodafone-security-risk-uae-uk-government) where we are given ‘UK says Emirates-backed stake in Vodafone poses national security risk’ and my first thought was ‘What?’ Now, lets be clear, I have no idea how true the statement is, for the longest time I saw Vodafail as a joke (I was a victim of their not so nice side a decade ago). Vodafone is almost everywhere (EU, UK, Australia) so why is the UK the only one crying foul? 

The article gives us “The Cabinet Office issued a notice late on Wednesday warning that the 14.6% stake held in Vodafone by Emirates Telecoms, amounted to a security concern given Vodafone’s strategic role in the UK’s telecommunications services.” Now, I don’t see the danger, but that might clearly be me. This is not my cup of tea. But all these companies whoring for dollars and investors have been playing on every field and now it is an issue? How about the board of Vodafone not whoring for investors? And why is the less than 15% a security risk? Then we are given “That move triggered the government to look into the deal under the National Security and Investment Act 2021, owing to Vodafone’s importance as strategic supplier of the UK government and being involved in the country’s cybersecurity infrastructure. However, the government had not previously made any public announcements saying it was looking into the partnership.” Now, as I personally see it, that act is 3 years old. At the moment of creation, why was there not a clear message that anyone involved in investing in infrastructure is prohibited in ‘courting’ investors? There is a clear case that if this is indeed stamped a security risk, there is a chance that the UAE can reclaim investment plus 50% damage bonus and Vodafail better cough up that dough (obviously they will charge the UK government for that).  

My question becomes ‘What is the real fear?

In sight of “Under the terms of the strategic partnership, Emirates Telecom can increase its stake to just under 25%, while also having the opportunity to add another executive to the board if its ownership tops 20%.” I merely wonder what the danger (if any) there is. I honestly don’t know. You see Vodafone is in 16 countries and is stated to have over 160 million customers. If I had the money I might consider that and there has been several messages over the last 2 years that Vodafone cleaned up their act and services. There are several deals, mergers and investigations in place that give rise to the simple fact that certain people are placing their chess pieces (corporations) and they are (my speculation) in a stage that they do not want the UAE to be part of any of this. There is of course another option for the UAE. They could start to collect other telecom corporations and chisel the Vodafone slice down to a manageable size. I personally would start by grabbing places that give access to Germany and France, Vodafone has too much power there (and in some places too shoddy reception) and form there grow the market. France and Germany when properly grown would give access to Belgium, the Netherlands, Switzerland and Austria. From there Germany allows growth towards Poland and Czech Republic. It is a much slower path, but I reckon that these loud mouthed politicians will run for cover when Vodafone suddenly is worth 25%-35% less. Let’s be clear, I have no idea how there is a security risk ad we aren’t given that in any clear way, but as I personally see it “a security concern given Vodafone’s strategic role in the UK’s telecommunications services” if that was really true, why was Vodafone allowed to start partnerships? Is it to attract American dollars alone? I have no idea but the UAE and the KSA are the only ones with a credit card that is not maxed out at present. 

I am not telling you this is wrong, I cannot tell. I am asking what is the real fear? Because that is the larger issue in this instance. Just my €0.02 on the matter.

Enjoy Friday that is about to start for most of you and it is gone for 71% for me at the moment, but Saturday is just behind it.

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Change starts now

Yup, that is the setting. We can ignore it. We can deny it and we can oppose it. All choices that any of us can make. Are they correct moves? You tell me. I am not saying what you need to believe, I cannot say what you have to trust. But change has started. It basically started lat year, but now the changes start adding up. To see this we need to see the article in the Saudi Gazette (at https://saudigazette.com.sa/article/639241). There we are given ‘Spending of visitors to Saudi Arabia soars 72% to SR100 billion in first 9 months of 2023’. Now we can wonder how much it is, but it amounts to $26,000,000,000 dollars more spend in the Kingdom of Saudi Arabia. Some will say ‘so what?’ And I get that, I have nothing to gain there either. But the fact is that the bulk of all tourists can only spend their money once. This implies that the 26 billion spend there is not getting spend anywhere else and that will matter to a whole range of people. Now, for the most I reckon these are Muslim tourists and they decided not to spend it in Amsterdam, London, Paris or some place in America. The part of the 72% more also matters. It means that as a tourist destination Saudi Arabia is starting to appeal to a whole lot of people. It means that plenty of other economies will not be getting them. As such, when a place like Australia gets only 1 billion less, it will be felt on most corners of any street. Not much mind you. However, there will be an impact. So, what do you think the impact is in London, or even America. America has had bad news after bad news and now there is one indicator that tourism has been impacted in America. It is only one indicator. I reckon that if places like Dubai also sees a larger growth. Places like Tokyo will most likely lose out. 

The fact that Saudi Arabia has been trying to appeal to a larger audience for tourism goes way beyond Islamic tourists. The moment their winter resort and their other places start opening up in the next 4 years, European and American tourist destinations will need to cater in a whole new way and they are for the most broke. They catered to self for so long that there are too little reserves left. The fact that more and more people are considering the UAE as a theme park destination over Disney-world is only now beginning to sink in. Ron DeSantis really messed that up. We get news messages like “Yes, fewer people are visiting Disney World, but the company has shown that it can raise profits by doing a better job serving fewer guests.” It is my speculations that either revenue goes down, or they will cater to a ‘wealthier’ audience, which implies it is a slippery scale to bad times for them too. Then Florida lose a 1 billion investment option by Disney (thanks to their own governor) and at that point an image starts to shape. Be careful what you see, because one swallow does not mean summer has started. Yet the larger stage that Saudi Arabia is creating will imply that their $26 billion windfall is merely the start of more. It does not guarantee success, it merely means that failure is almost no longer a consideration for Saudi Arabia. These things are not the same. But the thing that matters to me is that if that amount was spend there, it was not spend anywhere else and that is the stick that western tourism needs to deal with. There is every chance that it is already to late. There are a few indicators that the Muslim population (which is closing in on 2 billion people) are selecting Saudi Arabia and the United Arab Emirates as their destination. That is the takeaway that I am seeing from a few articles, not just the one I am referring to now. 

There were more indicators and I wrote about them last year, but to see the result of 72% more in the last year is a definite number that has a much larger impact on global tourism. We will hear all versions of wisdom on how ‘experts’ say that there are solutions. I wonder where they are. You see the west and America specifically haunted the Islamic population and that population is looking for other places to visit. Now this will not imply all Muslims, but consider that 400 million go on vacation in 2024. The chances that they select Saudi Arabia and/or United Arab Emirates over all other destinations is not a large call to make. These players have been catering and perfecting their offers for a few years now and the hostilities they all faced everywhere else has them reeling for a solution and these two players have offers in spades. So as we see 2024, we need to keep an eye on what revenue goes where because the impact is close to global. 

Change is starting to become visible now, but it started last year and as these two deliver more, more and more muslims will consider another place to visit. Preferably in a place where they get a decent treatment as Muslims. It was never a hard sell, it was pretty obvious to begin with.

Enjoy today.

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Here come the drums

We were also given “The Netherlands should not think our safety is guaranteed because we are 1,500 kilometres away [from Russians].” I tend to agree. The fact that several nations are now sending weapons to Russia is also a factor. Russian junk is about to be replaced by working materials. The Ukrainians might have sunk a boatload of drones, but that is not all that is going there, is it? 

In addition we were given “The Netherlands is one of the founding members of NATO and is a staunch backer of Ukraine. Last week, outgoing PM Mark Rutte announced that his country would be sending Volodymyr Zelensky 18 F-16 fighter jets to fight the Russians.” Russia is unlikely to take kindly to that and there is no indication just how ready Germany and Poland are for an direct conflict with Russian forces, that 1,500,000 meter barrier is not going to last long is it? The best outcome is to make sure that the Ukraine wins this war, but at the speed that Russia is bombing the Ukraine, there might not be much left of it in the next 26 weeks. After that? I fully believe that the Ukrainians will fight for every inch of the Ukraine, but when there is nothing left one of the few options remaining is to fight Russia in Russia and that is a very different war, one they are less equipped for. 

As such I believe there is a lot of merit to the words of Martin Wijnen. The fact that the new Prime Minister of the Netherlands is pro-Russian will not help matters much, although the moment one assault on the Netherlands takes place he better change direction, or become the first Regent to face the deadly mobs since the execution of Johan de Witt on August 20th 1672. But not to worry, I feel certain that the media, YouTubers and TikTokkers will be there to cover it all in 4K.

The words of the general sound true. There is a worry and the worry should not be trivialised. No matter how it continues with the Ukraine, Russia needs a win, it needs one soon and Putin needs one to appease his Kremlin cronies. 

We have seen the damage that the Ukraine has dealt Russia, but they have a lot more and some of it actually works. My biggest fear is that Putin takes a lesson from the Hitler playbook and takes out a city in the Netherlands, not unlike was done on May 14th 1940. To think of that, how long until France, Germany and Belgium face that very same danger? I have no idea, and I reckon the rest of the world would instantly turn against Russia, still, there are too many ‘what if’s’ in that equation and I (for the most) hate what if settings. It fuels too much super good, or super bad thinking, extremes away from the expected and most unexpected norms. It fuels the wrong part of the thinker, which I personally believe is never a good thing. 

In all this General Wijnen is not alone in this setting, but I do believe too many nations remain silent on the matter. Germany spoke out for strengthening their armed forces, but in this setting the United Kingdom did not, neither (as far as I am aware) did France and for the most their Legion Etrangere is the only one ready to face whatever comes their way. And these 9,000 troops, their Legio Patria Nostra (or as I gigglingly call them, the well educated fathers of the night) could deal with about 40% of the total of Russian forces, but what would be left for the Dutch? OK, still enough, but France and Belgium better get ready to consider the darker setting of Europe as we consider the words of General Wijnen. 

So now on a lighter tone, it is time for the same joke I have been telling friends for well over a decade.

Enjoy this final day and stay safe around fireworks.

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