Tag Archives: Pakistan

August 23, 2026 · 10:02

It hasn’t dropped yet

That is an apparent setting and there is ‘no blame’ to anyone. But the simple setting is that the Kingdom of Saudi Arabia hasn’t dropped the ball yet. They have set a few things in motion, but where it goes is anyones guess. I have had my settings on something massively similar since mid 2022. I wrote about it in my blog ‘Girdle your loins’ which I wrote on November 30th 2022 (at https://lawlordtobe.com/2022/11/30/girdle-your-loins/). I left the ‘issue’ with Andy Jesse (an Amazonian bigwig) because Amazon had the wave of the future and now as the Kingdom of Saudi Arabia has acquired Electronic Arts, a new play comes into being. The only part missing is a streaming system and they might want to acquire Google’s Stadia and create games for the PS5 and optionally the Nintendo Switch (2) as well. If they include stream deck they are likely to maker millions of dollars and become a lot more competitive in the gaming sector. With the speculative understanding that Microsoft is then devaluated to fifth position and they become the new winner of the wooden spoon.

So what gives?
Well to see that, we need to go via the settings that I am seeing. The old setting was that the games from the 90s are remastered to todays gaming needs. There is an upside. If they acquired the IP of Electronic Arts, they might also have the jackpot, because EA released a massive amount of games in the late 80s and 90s. All these games are up for rerelease at present. This requires them to set up gaming studios in Saudi Arabia, but with this setting there is an ability to stream these beginners into high priced executives and it is all done in Saudi Arabia. There are the plain remasters, but when you think of a title like Defender of the Crown, a game that beckons Islamification and whilst the game premise changes somewhat, we now get similar location settings for Acre, Jerusalem, Antioch, Constantinople, Edessa, Damascus and Jaffa. There could be tactical upgrades as well and the setting that Saudis see as the battlements are increased in graphics and enhanced (like the movie Kingdom of Heaven, 2005) and that is merely one title. So whilst we see renewed versions of Command and Conquer, Syndicate, Dungeon master and a few others, these games in their near original state could beckon thousands of gamers (I believe it is millions, but being overeager is not a good thing here) and should Saudi Arabia take over the Google Stadia there is the setting that a streaming device is clearly in the hands of Saudi Arabia, optionally depriving American advertisers of coin, leaving it in the hands of Saudi Arabia. And there are plenty of gaming sides that could be renewed. It would allow a mash of Saudi music composers out the world, with enhanced graphics all over the place. Saudi Arabia now has the setting that could set them and my idea for that next generation console would bank them up to $6 billion annually and a lot more after phase two is completed. You see, what Amazon overlooked was the fact that there are 1.9 billion Muslims and a lot of them like gaming and they are spread over the Arabian peninsula, Egypt, Pakistan and Indonesia. There are also scores of hem all over the EU and America. These are all pockets of addressable gamers and that is what I saw as early as late 2021 and in 2022 I made my move where they could see these fractions become a force of  advertisable people (according to the Muslim rules of advertisement) 

So no mater what Saudi Arabia does, these games are a first step to get the waves of gamer coming into their fold. So whilst the gaming community had little impact on lets say Indonesia, it is a place with over a quarter of a billion people and I saw that a system could propel them into the light. Consider a setting where these businesses advertise in a simple book that is in every console and like the Yellow pages they could register for free and for a mere $1 per month they could get a little more space and a bold naming of their place. For $2 a month they could add a picture. Now consider this over the setting of Egypt (170M), Pakistan (260M), Indonesia (288M) and several other places at that point close to a billion people could register in the yellow pages of this console. Muslims advertising and creating awareness to other muslims. And it starts free and when the revenue comes in, they might enhance their presence and all this comes to the coffers of Saudi Arabia. I saw this 5 years ago and as Google dropped their Stadia I handed it to Amazon (they never reacted), so now Saudi Arabia gets the setting where a gaming company starts a mot more and whilst I feel certain the the revenue will be $15 billion plus after stage one and my estimates are conservative. I absconded from adding advertisement revenue, because that requires hard data and I don’t have any, I can merely speculate on this, but the console would bring in its revenue, but it all starts with games and now that Saudi Arabia acquired Electronic Arts, that setting is up for grabs and they could start creating games for the Sony PS5 and Nintendo Switch and these numbers are legion. After that the SteamDeck which will make them hungry to buy the Google Stadia and that is where the game changes a lot. Which added media, they could now get ready to overwhelm the Muslim world with an optional Saudi console. Perhaps  renaming it to the Kingdom Console might be an option? It is what is out there and it has been out there for over 5 years. So as these captains of industry dropped the ball there, there is no setting the might please Saudi Arabia more and as I see it, they need one other IP to be handed to them (which might be in the power of Google to do) but then the pegs are sucked and sorted and a larger option becomes available. 

What a nice continuation of this Sunday. Have a great day.

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August 17, 2026 · 10:32

Looking back in anger

This is where I am now and I am livid. So whilst the CBC gives us (at https://www.cbc.ca/news/politics/canada-trump-tariffs-trade-deal-negotiation-sectoral-relief-lumber-auto-steel-9.7309039) the story of ‘Negotiators fear U.S. tariffs will be imposed, as provinces and Washington dig in on demands’ where the setting is dictated by “United States Trade Representative Jamieson Greer said there are ‘a lot of issues’ with Canada, after being asked by a CBC reporter if there were particular areas the two countries couldn’t find agreement on. Greer said that for the U.S., the current situation ‘is not a trade war,’ but if a country retaliates, ‘we’re obviously not going to tolerate that” in me there was laughter and anger ‘Retaliate’ is not the proper word that orange person in the White House (sometimes) called ‘the Pimp of the United States’ needs an education on keeping his mouth shut. Canada will not now, not ever be regarded as the 51st state and for the other settings. I think it is nice of Canada take a page from Disney business. Should the setting of dairy products be pushed, it will be in the Disney terms that they have pushed settings. The United States will produce all goods and services on THEIR dime the means stocking and removing the dairy products. So when Jamieson Greer learns the hard way that Canadians have had enough of goods from the united states and they are left on the shelves, within two weeks they will reconsider their stupidity. In the meantime the US Alcohol is still in a setting that these diners need to come at a much cheaper price, because they take up shelf space and that costs too and when the people are not buying it, the second phase starts. So in this case I call on Jonathan Reynolds (United Kingdom), Don Farrell (Australia), Cameron Brewer (New Zealand), Piyush Goyal (India) and Jam Kamal Khan (Pakistan) with the urgent request that they talk to Canada (Mélanie Joly/Mark Carney) to see what goods can they take off the list of the United States and hand these options to Canada. It will not cover all goods and it is likely a mere trickle, but after that have the same conversation with the EU and after that the Gulf States and optionally China, but I reckon it would be possible to get over 80% transferred. This is what an angry person does and Jamieson Greer forgot about that. I reckon the air force never taught that flyboy that lesson in the JAG corps, but not to worry. I know several people who read the Prince (Niccolo Machiavelli) and the Art of War (Sun Tzu), as such they can figure out what I am up to. You see, the United States has a debt now surpassing $40,000,000,000,000 as such the interest due every year is now surpassing $1,500,000,000,000. And you don’t want to play golf in a china shop, the stock doesn’t last long and in this case it will last less and less time. So whilst the American Administration is wondering where that golden horned calf named AI is, they learn the hard way that there is no reprieve until at least 2035 and when that becomes an actual revenue stream it is already too late for the United States. 

And in all this, the freedom of speech (and expression), lives in the Commonwealth and as such we can reject the goods and services from the United States, it is our right. And I can suggest whatever I can to enforce the wellbeing of Canada, which might not be something Jamieson Greer likes, but I am not American, as such I don’t give a hoot for his likes and dislikes.

As such (I am decently certain minister Li Lecheng will applaud my action and optionally President Xi Jinping as well). This is a simple setting to cut down to size and I am happy to do so, because I am a Commonwealthian, so I will have the back of Canada whenever possible (except in Cricket, then I support Australia) We all have our priorities and whilst I prefer NHL (Toronto Maple Leafs) as such I say “No grit, no grind, no greatness” and I reckon the United States are about to learn this lesson the hard way, because if we get over 90% saved and Canada rejects any offer for water and energy the United States becomes a disaster area, one that they made themselves. 

So whilst I am feeling good as I come to the defence and in support of Canada. Jamieson Greer better learn the lesson he was unable to learn in the Air Force (a presumption he learned something there) that the Commonwealth holds a population of 2.5 billion and as I see it, there are 1.9 billion muslims not to happy with the United States either, that gives un now more than 50% of the planet who is now tainted with anti-US feelings and I know just how to direct that and I have chosen the goods and services that will no longer bear the seal of the United States. So how is the debt coming along Mr President? And when the European Union is setting the field to data sovereignty the options for Microsoft, Amazon, IBM and Google will also take a dive. I cannot predict how much, but it will be in the billions as such another avenue for paying interest bills will fall away. So whilst we see that the CBC has a few issues with the story they brought, it was not up to them as I see it, so they get a pass. As for cars? I have no real idea, but Canada can levy as much tariff as they can, counter the Trump levy and Canada has cars, optionally better suited for Canadian weather and the USA? They can rely in Colorado on Texas built cars and see how they get through winter. I merely addressed a few settings and I already addressed the weapons setting a few months ago for the UAE and Saudi Arabia. More money in their own coffers and optionally rejecting whatever US weapon manufacturers brought to the table. There is only so much I can do, but I reckon I have done enough to give Canada a few ideas and optionally other Commonwealth nations as well. So whilst some a Chinese danger. I think that the bad press that Trump gave them is showing now that players like Huawei has enough to bring to the table to warrant a setting to consider. 

Have a great day. Hopefully in 15 hours I will be a little less angry.

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August 8, 2026 · 02:10

Disaster through media

That is how I see it, it is not that they are wrong because as I see it, it fits directly in the views of a terrorist state and that directly hits towards their target. So what am I talking about? It is the article that the Guardian launched about an hour ago (at https://www.theguardian.com/world/2026/aug/07/iran-war-trump-midterm-ballot) where we see ‘Iran plots to deal Trump a blow in midterms by keeping him entangled in war’, so whilst we saw again and again that a deal was coming through soon, which I always doubted, we now see this and with “Tehran has set out a protracted negotiating timetable designed to keep Donald Trump embroiled in the Iran conflict until the midterm elections, in the hope of inflicting the same ruinous blow on his presidency as Jimmy Carter suffered over the 1979-81 US embassy hostage crisis. For many inside Iran, inflicting meaningful revenge on Trump is a legitimate and self-standing war aim, reflected in the mood of those attending the funeral of the supreme leader Ali Khamenei where demands for retribution were ubiquitous.” The move makes perfect sense and I think that this will be the case. But we also saw about hour ago (at https://www.aljazeera.com/news/2026/8/7/saudi-arabia-pakistan-and-turkiye-sign-defence-deal-amid-regional-turmoil) that Al Jazeera gave us ‘Saudi Arabia, Pakistan and Turkiye sign defence deal amid regional turmoil’ as such Iran is in a bind because these three will attack Iran if any of them is attacked. This leaves me with two thoughts. The first one (of a humorous nature) is that this might be the first time in history where Saudi Arabia, Pakistan, Turkey and Israel have the same enemy, as such walking the streets of Tehran might be massively dangerous now. The other thought is that this puts the UAE standing alone and there is every chance that Iran will temper its false rage on the UAE, which is not a good thing. I feel better that I basically gave my military IP away to the UAE as well. Perhaps they can use it to sink the Iranian navy (it was a prototype, so it is not usable instantly). But this setting is now evolving, because the Guardian is also leaving us with “But the focus on the midterms became more obvious this week when the deputy foreign minister, Kazem Gharibabadi, told the official IRNA news agency that after agreeing a route for commercial shipping through the strait of Hormuz, it would take two to four months to reach the second phase of negotiations on Iran’s nuclear programme. The original plan – to commence the nuclear phase of the talks within 30 days of signing June’s memorandum of understanding (MoU) with the US – had been jettisoned by the Trump administration, Gharibabadi said. To get to that second stage, he laid out an obstacle course including the lifting of sanctions, the end of the US blockade of Iranian ports, the unfreezing of Iranian assets and new commitments on non-belligerence in a process that could last well beyond the midterms.” It also came to me yesterday as I wrote “Which beckons the setting for the midterm, because the military has its own share of democrats and when even one comes across with the actual numbers of all the stockpiles then no longer have, it is the opinion of this small, useless, humble blogger that the Midterms are set to the ‘inaccuracies’ surrounding those statements. A political deal done and it started with the actions surrounding February 28th 2026 and it wasn’t even a leap year.” (see previous article) and I wrote that story 10 hours ago, so I got to the setting of the midterms before the Guardian did, being it for different reasons. And all this gives us that either the United States uses what missiles they have to give Iran a one way ticket to the stone age, as such President Trump has a massive problem and if social media is to be believed, the setting of President Trump comes with prison time after he loses the Midterms. I have no clue if that could even be achieved, but that setting might be a disturbing one. Not for me, he has been massively nasty to Canada, so he would be getting what he deserved.

But as I see it the dangers to the UAE remains and I expect that they have no intent being the target of Iran any longer. As such I agree with the Guardian who gives us “From this perspective, the outcome of this war will not be played out on the battlefield, but at the ballot box. The agency suggested the outcome could affect the course of American domestic and foreign policy for years to come.” And we can all agree with that, because no matter how you see it, the worst case scenario is that Democrats start being nice to Iran, something that is globally unacceptable, still I have no interest looking into the mucky waters called American politics. And that reflecting pool will have its own set of disasters bound by time. So when we look at the end of the Guardian Article, we see “The bigger question is what Iran itself wants to achieve. Agreeing to keep the dispute simmering until November is not an answer to that question – one that Iranians are better at debating than resolving. Pezeshkian, working in alliance with Mohammad Ghalibaf, the chief negotiator, repeatedly says he does not want endless war, and insists that almost all the supreme national security council concur. He still has faith in the MoU, saying it should be the cornerstone of Iran’s foreign policy. But the conservative newspaper Kayhan describes the memorandum as worthless since the US always breaks its commitments. “Accordingly, officials should know that the strait of Hormuz is not a bargaining chip and should not be opened as a passage for America,” it said.”“ The only part I see happening is that price of oil will remain high and as I see it, it will not decrease nowhere near the midterms. That is a setting that the ‘speeches’ of President Trump also needs to bring him and I feel decently safe that the teleprompter will fail and President Trump will state that this was all a conspiracy theory (my turn to make a funny, Prime Minister Carney).

But the stage is not resolved, because as I see it (using the Al Jazeera article) where we see “The conflict has imperilled Saudi Arabia’s oil exports and ambitious development plans, and raises big questions about the reliability of its longstanding US security umbrella. While Turkiye and Pakistan have avoided significant direct attacks, both are anxious to calm regional conflicts that threaten their security and economies. The deal, named the “Mecca Joint Defence Agreement”, follows nearly a year of negotiations. Sealing the agreement in Mecca, the holiest site in Islam, adds symbolic heft to a pact that builds on longstanding bilateral military ties.” As such we see the this deal took the better part of a year to set, which means that this started all before the strikes on Iran started and that is good for the nations, but in that same setting it implies that they have had enough of Iran and I wrote about in on the second of June with “which was based on a 2019 idea on stopping Iran. With blocked harbours Iran becomes the isolated party others needed it to be” (in my article ‘Defeated by the timeline’) since then I added a few military IP’s to my arsenal, because we all have to remains creative at times. But it kinda shows that the UAE needs to evolve its military tactics and not always in a diplomatic way. Because the 537 ballistic missiles and 26 cruise missiles are evidence to that setting and there is a decent chance that the UAE, Qatar, Bahrain and Kuwait were all attacked in the near future and as Iran is a cowardly terrorist state, these nations will face more attacks. The “Mecca Joint Defence Agreement” are likely to keep three nations decently safe, the others might not be that lucky and that requires attention as well. And as I see it, they should not face attacks for the next 12 weeks, because Iran will suddenly play the little crying girl when the Trump danger has been settled and I don’t think that being nice to Iran is going to be an option before 2028, but that is merely me thinking and I think that enough gulf states are on the same page I am currently on. Yet this is not all, Al Jazeera raised a decent part with “Al Jazeera’s Osama Bin Javaid, reporting from the Qatari capital, Doha, said the pact “essentially puts three of the largest Muslim populations together”, marking the beginning of a “different security architecture” in the region.” It might make a large difference, but personally I would have liked that the UAE was included in that deal and with that I possibly show my complete unawareness of Muslim politics, but that might be my weakness in all of this as I am not Muslim. So to all a great day and I am (alas) still 300 minutes away from breakfast.

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August 6, 2026 · 11:47

The coils are unwinding

That is a setting, it is not the stated setting, but the larger brief was already seen by me in a few ways. As such Antara News, only three hours ago, I was given ‘Indonesia, Saudi Arabia sign MoU to boost direct foreign investment’. For clarity (to some) Antara is the state owned news agency of Indonesia. And they give us “The agreement was signed on Tuesday (August 4) by Indonesian Minister of Investment and Downstreaming/Head of the Investment Coordinating Board (BKPM) Rosan Roeslani and Saudi Arabian Minister of Investment Fahad bin Abduljalil Al-Saif. According to Minister Rosan, Indonesia and Saudi Arabia share a close relationship built on mutual trust, respect and long-standing people-to-people ties. This partnership is now expanding into various strategic investment cooperation to generate concrete economic benefits for both nations, Rosan said in his statement on Wednesday (August 5). Between 2021 and the first half of 2026, the Ministry of Investment recorded that Saudi Arabia’s realized Foreign Direct Investment (FDI) in Indonesia reached US$126.2 million.” And it was no surprise as I wrote about this in my views on November 30th 2022, I saw it months before that and we see that Saudi Arabia is making its move to get to the hearts and minds of 273 million muslims. As I see it, Al Arabiya, stc tv and SBC TV will now move into a ‘new’ area and there is a lot to be had, if your explode Saudi TV interests. And I saw this almost 4 years ago. I had some IP connections to this idea, because when I have an idea I tend to mull things over. Now we see “The partnership also outlines mechanisms for private-sector consultations, joint investment promotion campaigns, expert delegation exchanges, and technical knowledge sharing. Furthermore, it serves as a platform for strengthening institutional coordination between the investment authorities of both countries.” As I see it, this implies that Huawei and Saudi telecom and broadband streaming idea are about to make a larger inroad into East Asia. I reckon that the north of Australia and its Muslim and Indonesian population might like this as well. 

So as we see the ‘investment cooperation’ take a larger intern, there is a decent chance that telecom and TV upgrades will be coming to places like Djakarta (aka Batavia), Surabaya, Bekasi, Bandung and Medan soon enough. OK, I admit that this is speculation, but so far the ideas I had are playing out just the way I envisioned. And whilst the US economy is dead set on (fake) AI and investments are spinning out of control, all whilst too many sources are giving that no return on investments are due until at least 2029, there is every consideration that the investments of Saudi Arabia are merely a year away, and with this I mean the break even point. After that it is decently pure profit and it gets better after that. With Indonesia, Pakistan has little option but to follow that wave and Saudi Arabia get the setting from Haql to Jayapura and I am guessing that Pakistan doesn’t want to be left out, so it would join that fraternity of voices. In 4 years Saudi Arabia went from  13400 km to 11,635.03 km, as I see it, Saudi Arabia is about to become the dominant voice in South East Asia, so whilst we will be getting some BS approach from the United States about how that doesn’t matter, consider that the reach of Saudi Arabia almost went from 100% of Saudi Arabia to the stage where 1000% of the Saudi voice is being reached. And that is before we consider that they can now reach half a billion Muslims, as such Al Arabiya will be wielding a considerable bat in baseball terms and slamming that ball over the equator is what matters in telecom terms. Now consider that Saudi Arabia had a MoU with Egypt in stc as well (I believe it was 2024) and now consider that Saudi Arabia can now reach from southerns EU almost to western Japan, so do you think this is mere weakness? With Huawei it will put a stopper on all the BS that the United States with their anti-China were giving and now we see how innovation works. It doesn’t go for the wannabe technology of optionally next decade, it goes for the places that everyone is overlooking tomorrow and Saudi Arabia was there from the start. Alas no coins for me, but to see innovation elevate itself whilst these so called captain of industry are marginalizing the settings they don’t care about is a joy for the eyes and the mind. 

And all this was out in the open from November 2022. I know that because I wrote about it, which is the little sidestep of any blog, it gives (written) evidence about what seemingly is, not some TV channel who belittles what they have to in some morning TV show, because that is how miscommunications start and that is where these so called captains of industry tend to hide and often it is behold the small statement “There was some level of miscommunication in this”, so that is how they get rich? Now we see that Saudi Arabia is actually gaining wealth, because all this comes with advertising according to Islamic rules (I honestly don’t know this rules), but I feel certain that it will go according to the rules Indonesia has and whilst these people are less and less impressed with western baloney, Indonesia will now be able to advertise towards population that it does want (implying Saudi Arabia, Pakistan, Qatar and the UAE). All this was out in the open and as I see it, Yesterday Indonesia made the next move in achieving that (as written in Antara). So you all have a great day and consider what other revenue is lying on the floor ignored by the powers to wannabe, because it just isn’t AI.

 

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August 5, 2026 · 20:42

Wrong footing?

This happens, we all get our footing wrong, even I. As such I had my ‘ideas’ about Ahmed Mawlana, nothing bad. But whilst we see ‘Has the UAE’s meteoric rise reached its limit?’ Which is given to us by the Middle East Eye (at https://www.middleeasteye.net/opinion/has-uaes-meteoric-rise-reached-its-limit), so Ahmed Mawlana is a researcher specialising in International Relations and Security Affairs. He holds an MA in international relations from Sabahattin Zaim University in Istanbul, so as I see it, he is no grocery wannabe. And I am fine with that. So as we see “In less than two decades, Abu Dhabi has transformed itself from a relatively low-profile Gulf state into one of the region’s most assertive powers. How did a country of around one million citizens acquire such an outsized regional role? The UAE’s rise is linked to its ability to capitalise on successive regional crises, beginning with the 2003 US invasion of Iraq, accelerating with the Arab Spring, and gaining strength amid Washington’s declining engagement in the Middle East.” He ends the article with “Ultimately, the principal constraint on the Emirati model is structural. The UAE possesses immense financial resources and an extensive network of international partnerships, but it remains a small state with a limited citizen population and little strategic depth – making it difficult to sustain prolonged regional crises, or to confront larger powers directly.”

I get what he write and there is logic in this, but I also see what the UAE has achieved and whilst I was never there, YouTube has been very vocal (it’s YouTube creators) to show us all what the UAE has achieved. In support of my way of thinking is the Reuters article that gives us ‘UAE non-oil growth hits four-month high in July, PMI shows’ (at https://www.reuters.com/world/middle-east/uae-non-oil-growth-hits-four-month-high-july-pmi-shows-2026-08-05/) where we see: “The United Arab Emirates’ non-oil private sector grew at its fastest pace in four months in July as new orders climbed to a ‌five-month high and export business rose, a business survey showed on Wednesday.” As I see it, the non-oil part is essential here. We see the growing tourism and service settings. We see additional maritime growth and that is merely the beginning. The UAE has a lot to gain in all this, which is why I have ‘issues’ with the setting of Ahmed Mawlana. He might be correct, but the term “meteoric rise reached its limit” can be explained in a few ways. One of them is that the stellar growth might be gone. I don’t think so, especially as tourism can still grow a lot more, but that is possible. Still as we see Real Estate and tourism grow, there is still the difference between strong growth and meteoric rise, so whilst the second has reached its peak the first one is still within the grasp of the UAE. Personally I think it is becoming time to make Iran extinct. A shameful thought to have, nut they did that to themselves and I created 4-5 military IP’s to make something according to that need happen (I am more of a surgical instrument) why kill when you can destroy their abilities and commodities so they destroy themselves. I am at times that simple.

So whilst we get the setting that Reuters gives (just a few) 

  • Firms linked this to easing regional tensions and stronger activity across the Gulf.
  • Employment returned to growth after June’s steep drop.
  • Business confidence weakened for a third straight month to its lowest since March.
  • Backlogs of work rose at the strongest rate in four months, reflecting firmer demand and freight congestion.
  • Input cost inflation edged closer to April’s recent peak.
  • Firms raised selling prices again, but only mildly.

Which is also slightly debatable. For instance we see “Business confidence weakened for a third straight month to its lowest since March”, which I accept as one of the given facts, but at this point I wonder how that confidence level is when compared to the US economy setting of the United States? This question is formed as Al Jazeera gives us ‘Why did the US economy slow down?’ (at https://www.aljazeera.com/video/newsfeed/2026/8/4/why-did-the-us-economy-slow-down) where we see “The US economy slowed more than expected, but it’s not because Americans stopped spending. So what really happened? The answer lies in how economic growth is measured, and America’s massive investment in artificial intelligence”, yet the other (not given fact) is that players like Deloitte give us “While broad corporate spending is skyrocketing, tangible financial returns often take two to four years to materialize instead of the usual 7 to 12 months for standard tech” and I have a problem with that. Some sources give us “Studies indicate that up to 95% of early generative AI pilots struggle to show a clear positive financial return because tools are deployed without changing underlying workflow” and I see the class actions forming and that is messing with the RoI (Return on Investment) as well. All this is making the US Economy not a volleyball but a paintball at best and anyone who gets hit by its paint is heading for stormy weathers (not the girl), although the effect are the same, but not as pleasurable. In all this, there is optionally a cause for not seeing meteoric rise but strong growth is still on the table, no matter how muddy the United States administration makes some ‘facts’ look. And in all this, I till see plenty of options for the UAE, I merely think that they need to go of the AI horse. The AI is lousy and all AI is Fake AI (as I personally see it), so why bury yourself in 3-8 years of turnaround (I definitely disagree with the Deloitte numbers. I reckon that the UAE has a better setting throwing themselves on actual programming and creating stuff that has the turnaround time of 7-12 months. Let big tech break their teeth on tech that is over a decade away. They might survive, others will not and I do not trust the settings that the United States are throwing out there. Too much of it is not validated and as I perceive it not verified in any way. The UAE has actual issues to face (that terrorist state Iran) and holding their coffers in a 3 to 8 years wait state is no solution. 

Perhaps I am seeing this wrong, these fake AI have real options, ML and DL are great tools (I use the term DML as they are combining the two) and I have seen great solutions, but that setting in a 3-7 years setting is not a real solution. Consider the issues that some are reconsidering idea that are out there ‘How Commonwealth Bank and Microsoft are reimagining the future of customer service’, which I see as nothing more that the setting that NICE and CX One already have. So whilst that is happening. I wrote ‘Two paths to similar stages’ (at https://lawlordtobe.com/2022/03/30/two-paths-to-similar-stages/) in March 3022, so it is not a last minute idea. There was more, and in light of the Tourism settings in both the UAE and Saudi Arabia, the idea started to form to have a Muslim solution (I meant Arabic) that industry is exploding to a larger degree whilst they are all pushing American solutions which are not 100% covering Islamic rules and ideas. That should stop and I saw an opening for the UAE and Saudi Arabia to get one solution in the field that would fuel both nations, optionally Qatar, Egypt, Pakistan and a few other places. So whilst Microsoft had this inflated idea with “CBA will work with Microsoft to drive greater customer benefits through wider adoption of generative AI (Gen AI) and ongoing cyber security initiatives” I saw this idea 4 years earlier whilst not using AI, because it would be decades before we are there. 

Just thinking out loud. Have a great day today

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August 4, 2026 · 00:34

Timelines of confusion

That is the setting, but before I go into this, lets recap a few articles. The first one was given to us by the Guardian (at https://www.theguardian.com/world/2026/aug/02/trump-climbs-down-on-iran-strikes-after-saudi-alarm-and-threats-from-tehran) about a day ago we were given ‘Trump backs down on Iran strikes in expectation of ‘rapidly’ reaching a deal’ with the subtext “US president claims delay is also in response to requests from Iran and other countries in the region” with in addition “The deal would include the immediate and complete reopening of the strait and “an end to Iran’s nuclear threat”, he posted. It marked the latest climbdown from extravagant threats to pound the Islamic Republic in the months-long conflict.”

After that we get (several hours ago, at https://aje.news/mcmsi9) ‘Tehran says no current talks with US, Oman meetings ongoing’ with “Iranian Foreign Ministry spokesperson Esmaeil Baghaei says in regards to talks with the US, there are no plans to receive a delegation or send an Iranian one. Baghaei adds that a new Strait of Hormuz shipping route being discussed with Oman will be one path with entry and exit lanes.” As well as (at https://www.aljazeera.com/news/2026/8/3/trump-says-new-iran-negotiations-starting-what-we-know) ‘Trump says new Iran negotiations starting: What we know’ where we see “United States President Donald Trump told reporters on Sunday that an agreement with Iran is imminent and new talks were set to begin on Monday. But at a news conference on Monday, an Iranian Ministry of Foreign Affairs spokesman said: “We are not going to host a delegation or be guests of a country during these days.””

These setting are giving me a speculative setting and the middle east is part of all this deception (by the United States) and it is speculative, I could very well be wrong. This is however the setting that I see and it is important to tell you this, because as I see it, the media is laden with what might be seen as inaccuracies all over the place. These is no way to tell whether this is politically inclined or even if the media is given all the parts they needed to have. There is too much confusion out there. So one more source was added and I now ad this, to give it to you. It is IranWire and I don’t believe it is correct and it is debatable what is correct and what is not. But that is what Iranians optionally read and that needs to be seen too.

The article is seen (at https://iranwire.com/en/features/155759/) where we are given ‘Is Iran Preparing for War With Saudi Arabia?’ We are given “Figures close to the Islamic Republic have asserted that “Saudi Arabia is the most significant potential target.” Furthermore, the commander of the Khatam al-Anbiya Central Headquarters warned that “companions of the United States will burn in the fires of war,” calling on Muslim nations to “reconsider their cooperation with the US.” His warning is directed squarely at Riyadh, which currently finds itself confronting the Islamic Republic and its non-state proxy network across multiple geopolitical fronts, having previously participated in military strikes targeting positions inside Iran in April.”

I am hereby calling out these lies. Saudi Arabia and the UAE never assisted or acted against Iran, Iran bombed and used drones to all the Arabian states and there was no reason to do this. They were doing it for an unknown reason (I’ll get to that) as well as ““A ground assault from Iraq in the north and Yemen in the south would finish Saudi Arabia off. Aside from its air power, which would be paralysed immediately once its airfields and air bases are targeted, Saudi Arabia has nothing else. Pakistan cannot offer meaningful assistance due to the lack of a shared land border.”” This implies that Iran is guiding Houthi terrorists to do the dirty works of Iran. It also shows that Houthi terrorists are now also operating from Iraq, whether Iraqi government forces are allowing this or that they are too incompetent to counter these assaults on Saudi Arabia remains to be seen.

So this was the time line I saw and I had already mentioned a few settings in previous blogs. So here is the speculation. The United States are about to lose whatever they have and it is in THEIR interest to see stabilization gone in the Arabian states and they are using Iran to be the play toy or their needs. I cannot make any claim to evidence, but I asked in the first eeek of march why Iran was attacking the UAE more than it was Israel. Israel was aiding the United States in all this, so Iran had a reason to attack Israel. But they attacked the UAE with a lot more drones. This never made sense, because the UAE and Saudi Arabia gave no permission for the United States to attack Iran via their territories. 

In all this I was baffled in why Iran was wasting ammunition and drones on countries that weren’t attacking them. I already had a few ideas at that time, but I had no evidence of any kind. I still don’t but when you see the lines from the United States where we see “United States President Donald Trump told reporters on Sunday that an agreement with Iran is imminent and new talks were set to begin on Monday”, yet at present it is Monday 17:50 (Abu Dhabi time) and we see ‘Iran denies Trump claim that new talks will start Monday after he called off attacks’ (source: NBC). As such I have concluded that the initial thought I had yesterday when I stated “It is not enough that I succeed, all others must fail” is that what the United States is aiming for? Its biggest concern was that both Saudi Arabia and the UAE would propel forward and all these attacks on these nations have put a damper on their advances and It will take months to reset them. Is that what the United States are hoping for? But this is only possible if Iran cooperates here and Iran doesn’t like that Saudi Arabia and the UAE are making massive strides. It is possible, but it is massively speculative. I admit that and I have no evidence to support this. Now consider the clusterfuck the United States is involved in (as words go not a nice word, but it is used by the US Marines, so I grant the use of it). So as we count the settings, President Trump has claimed more than 40 times that the U.S. conflict with Iran was nearly over. All whilst I saw that Iran is still in talks with Oman about the strait of Hormuz and now Houthis both in Yemen and in Iraq are pushing for attacking ships in the Bab el-Mandeb Strait. So, how exactly is all this won? I created solutions in the first week of march and it is now 6 months later. How is this in any way about a war? Why are refineries still pumping revenue for Iran? Why are distribution channels still operating? Did anyone in the pentagon (optionally ever) read the works of either Sun Tzu or General Carl von Clausewitz? If there is too much anti-China sentiments, they could have reverted to the lesser work of von Clausewitz. It becomes really simple. The timelines do not make sense. And I left my military post in 1982, so I might have unlearned a thing or two in 44 years. But I reckon that at present I know more on waging war than anyone in the Pentagon (I know, quite the statement, but that is what I see from over 40 declarations) and anyone who reads the messages should come to the same conclusion, even if you never served and your knowledge of armed forces is merely based on Stratego (a Dutch Jumbo Games board game). 

It irritates me that the media is not on top of all this, because both Saudi Arabia and the UAE are likely to be attacked again, there is no evidence of that, other that the IranWire article and the ‘text’ there is implying that actions are pending against Saudi Arabia. There is no way to hand any level of credibility there, but the chance is there and the acts that Houthi forces in Iraq are ready to act is there, the reliability of that is unknown to me. But with the settings we see, there are all kinds of issues and the fact that the media is glancing over this is too ridiculous for words.

I leave you with these thoughts. I cannot look at the US economy, because I have no idea whose data to trust. This US administration made all data debatable and suspicious. That is the reality of it all and the war sees to be playing in the cards of the United States, no matter what the cost for the United States is and that is actually a little scary. And I was not alone in this, Business Insider (at https://www.businessinsider.com/fed-interest-rates-kevin-warsh-mark-zandi-market-risk-economy-2026-8) gives us ‘A top economist says the Fed’s ‘opaque’ communication style is a serious risk to markets and the economy’ here we see ““If the Fed continues down this increasingly opaque path, a future meeting could trigger a serious market sell-off — putting the broader economy at risk,” Zandi wrote in a post on X on Sunday.” We get this from Zandi, the chief economist at Moody’s Analytics. So there is corroboration, but what he sees is not what I see (I am not claiming to see more, merely different parts and when someone like him says there are issues, I would be taking notice. Apart from all this, there is nothing more to say and I will leave it up to you to to see what is and what is not.

Have a great day today and if you are in Vancouver enjoy breakfast, when you are in Toronto, get ready for lunch, in Amsterdam enjoy coffee and in Abu Dhabi get ready for dinner. This all is making me hungry now, write more later.

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July 25, 2026 · 00:42

Optional name calling

That is what has been going through my head, you see, as the BBC (at https://www.bbc.com/news/articles/cvgj61j6l08o) gives us ‘US hits dozens of countries with new wave of tariffs’ where we as nations are starting to call names, and in that setting of name calling, we get a new stage. America has lost whatever allies he thought he might still have. Now, as I see it, America stands alone for the foreseeable future. So as we are given “The US has imposed new tariffs on 60 trading partners in the latest escalation in the trade war reignited by US President Donald Trump when he returned to office last year. Those targeted, including the UK, China and the European Union, will face a tariff of 10% to 12.5% on all goods, accounting for almost all American imports.” As such the kid in me (the one calling other names) wants to find a solution for this and leaving the United States out of this seems prudent. Can we sell to other commonwealth nations? So can we give the United States a bonus tariff twice as much? So any product coming into our nation will get 30% tariff, and we given other nations exporting to us 0% tariff (if applicable) in that same trend places like Canada and the EU importing Australian goods get 0% tariff, same for their stuff getting here. I reckon that America will fave a implosion of non-commerce soon enough. There is nothing wrong with the idea of suspending all goods from Kraft and preferring Italian goods over Kraft. Same for Heinz and whatever else comes from the United States. I bet that there are leagues of Canadian and EU goods that could replace other goods that are (for now) coming from America. I reckon that it merely takes 90-120 days for the United States to ring every alarm bell they can find, because this will also implode Wall Street, when brands like Cisco Systems Inc finds themself part of the tariff settings and when its EU competitor gets the bulk of the jobs that were for Cisco, what do you think will happen when ASUS gets these jobs? Because that is a larger playing field. When goods from the United States are rejected, the goal will be to push long term brands out and when they go anything could happen. Will it be easy? Nope, but could it be done? That is the setting that the American Administration is seemingly overlooking. And not going into a ‘lets talk about this’, but a direct rejection of these options. In the same trend that several European nations are now rejecting Microsoft, what happens when that rejection becomes global? Other brands could now see the rejection lights come into view for themselves, because there is every chance that places in the EU and the Commonwealth see opportunity rise, because they were held back by the competitiveness from the United States, when that falls away nearly anything becomes possible. I reckon that Dell will love that idea (and Ireland just as much so). 

So whilst we are given ““Today’s action will begin to correct what is both a human rights abuse and distortive trade practice to improve the welfare of workers everywhere,” US Trade Representative Jamieson Greer said. The new duties apply to the top 60 US trade partners covering 99.4% of US imports, the Office of the US Trade Representative said.” So whilst that amounts to 99.4% of the US imports, how much of the US Export is set towards these same 60 nations? So whilst we see ‘validation’ through “Asked about the forced labour justification, she said: “I think they were looking for a legal reason to put the tariffs in and that they can maintain them because their goals and Greer has been very clear about this, as has Trump, is about the trade deficit and it is about US manufacturing, it is not about forced labour.”” You see, we are also given “Australia’s total annual imports from the US reach approximately US$60.9 billion” so how much of that could be gotten from the other Commonwealth nations, the EU and China? And set up a system where these 60 nations are given those same settings. As such as these nations could instead of exporting to the United States export the same materials to other nations when they reject all the US exports to their nations. I am not saying it is simple, or even feasible, but the United States exported a record $3.43 trillion worth of total goods and services in 2025. So when we dampen that by at least 50%, I reckon that the old days with people jumping to their death on Wall Street might return. And after that, the United States gets to see what that also brings, because when $1-$2 trillion dollars is likely to keep many people in the United States employed, when that falls away they have another nightmare scenario to content with and they already have a few of these running all over the lawns in Washington DC and optional at Wall Street too. 

As I see it, we need to become a lot more proactive in stopping that insane asylum called White House. And as I saw a term called “Pimp of the United States”, I wonder who they meant, because I merely saw the term, not sure where it was coming from. But in this light it might get another settings too.

So whilst we are reshuffling trade agreements, I reckon that China will see opportunity to hand the United States much less good news, optionally the EU nations and the Commonwealth nations too. So consider this simple setting, Pakistan exports a wide range of goods totaling over $36 billion annually, led heavily by textiles, house linens, and rice. Major buyers include the United States, China, Germany, and the United Kingdom. So what happens when the United States is removed and they get Canada and Australia and a few EU nations to replace the United States? Pakistan is hit with 10% tariff, what happens when they can replace United States with these alternative destinations? How many will need to consider this to see what happens to the United States when places like Walmart end up having empty shelves? Just saying, that game can be played by more countries and what happens when Saudi Arabia and the UAE (both 12.5 percent nations) get the same options? How many more nations need to consider this before Jamieson Greer as the Trade representative can inform President Trump that he has a new nightmare coming his way? And I reckon that these 60 nations will add some numbers, I looked at three nations and I got $36B + $26B + $31B giving us $93B. I reckon that we cannot get 100%, but even if we get a mere 70%, it will add to the incoming nightmare into Washington DC pretty quick and it is the setting we cannot see, because if the Commonwealth, EU and China can create a setting to get our needs met, there is a larger setting that the United States will end up getting isolated in the process and that is a bad place to be, especially with their negative settings in their economy at present. 

I reckon that doing this is a lot more productive than some people resorting to name calling, but that is merely my point of view. Oh, and what happens when people are introduced to Canadian, EU and UAE/KSA movies and TV series? Did anyone see the premise of that, because I have been irritated to no end of American streamers denying other parts of the world these series, because there is a benefit of withholding these series. So whilst Disney is hedging on the setting that these people will resort to Disney plus. But what happens when the opposite is achieved? What cost will they face then? I get that streamers want an advantage and they should use that, like perhaps a year, but what happens when people have had enough? If I feel this now, I am 100% certain that at least 2-3 dozen people feel that same way. And It should not be a forced buy from Amazon either. It feels like a repetition of movies in the 90’s. I am not sure it is a valid comparison, but that is what it feels to me and as I see it, there is plenty to consider from outside of Hollywood. But are these makers considered? Just writing my thoughts out loud (without resorting to capitals), so you all have a great day and consider what I wrote here, I reckon that several of them might see the light and as my mother was originally born in Argentina and lived in Uruguay (Montevideo), there might be some cultural needs too. I wonder who else has a connection to some of these 60 nations. Because culture is a strong handle to have in all of this. Which makes me wonder, when was the last time I had Dulce de Membrillo? Together with a lovely Dutch Cheese (Edam) is quite the treat and I haven’t had that in decades, perhaps even half a century. So what else can we get in the near future in a supermarket near us?

Write to you all later.

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April 25, 2026 · 14:21

How many?

ABC just told me that an hour ago ‘US boosts Iran war assets with third aircraft carrier USS George HW Bush’ (at https://www.abc.net.au/news/2026-04-25/uss-george-hw-bush-arrives-middle-east-military-assets-boost/106601060) with “About 5,000 troops and dozens of fighter jets are aboard USS George HW Bush.” The additional “The USS George HW Bush entered waters near Iran after a week of chaos in the Strait of Hormuz, with no sign of peace talks resuming.” The setting we have been given “We won, Iran is lost” should be casually dismissed. We are given “The USS George HW Bush strike group is comprised of nearly 5,000 sailors, the US Navy said. It includes the flagship carrier, which comes with nine aircraft squadrons. The George HW Bush is also accompanied by the Arleigh Burke-class destroyers USS Ross, USS Donald Cook and USS Mason. The US describes Arleigh Burke-class destroyers as the “backbone” of the navy’s surface fleet, designed to provide mission capabilities such as anti-aircraft, anti-surface, and anti-submarine warfare.” All whilst we now see that The Bush is joining the carriers USS Gerald R Ford and USS Abraham Lincoln. It is a little off putting that there are three carriers there now. I am not the most tactical person you have ever met, but when you consider that the IRGC would consider an aircraft carrier to be a nice trophy, why do you think they consider three of these bad boys are? But, they have nothing to fear, as President Trump stated that they had already defeated Iran, they were bombed into the stone age (I am paraphrasing here), so those three carriers have nothing to fear, do they?

We also get a list of deployed units, from ships to drones and I realised that the IRGC needs but a spare to unite this in a full blown war. One visionary act and it could be anything, a tanker rigged as a kamikaze item, a modern version of the fire ships of 1588. Now ships are more defended against fires, but what about acid probes on the keel of the boat? You can defend all you want, but the idea that was overlooked can scuttle a fleet and that is the setting that the United States is overlooking. The IRGC is for all intent and purposes desperate they will try anything. Ad in this strait, this small patch of water, the United States deployed 24 vessels, all on that small patch of water. It takes merely a spark to ignite it all. I personally belief that this is the latest folly in a whole range of bad decisions. 

So whilst some give us ‘US envoy and Trump’s son-in-law to travel to Pakistan amid hopes for renewed Iran peace talks’ the delays and denials of issues makes me think that Iran is not done plotting yet, it is not done scheming and no matter how desperate they are, the desperate will make unpredictable jumps and here we have a unique setting with three aircraft carriers in one patch of water. I have no idea what Iran will do, but they would want to send a signal heard all over the world and as I see it, the United States is currently ‘fueling’ that. In addition we get words from Michael Hudson is President of The Institute for the Study of Long-Term Economic Trends (ISLET), a Wall Street Financial Analyst, Distinguished Research Professor of Economics at the University of Missouri, Kansas City giving us ‘The Ponzi Economy Is Breaking’, yesterday on April 24th we are given “Is another financial crisis brewing in the US economy? Economist Michael Hudson explains the dangers.” Reports suggest the US economy may be on the verge of another financial crisis, with major problems in the $3 trillion private credit market. Economist Michael Hudson explains the dangers of Wall Street’s Ponzi schemes.” This is funny, because on April 2nd in ‘The idea is not novel’ (at https://lawlordtobe.com/2026/04/02/the-idea-is-not-novel/) I gave the world “That is what I feel at present. CNBC gave us all 12 hour ago the ominous title ‘Trump is paying TSA agents — but where is the money coming from?’” Where I raised “Where does the money Trump is using come from? How much is available? How long can Trump continue to pay TSA agents if Congress doesn’t soon come to a deal?” You think they are unrelated, yes they are unrelated, but there is cause and effect. If the IRGC ignites that spark, what do you think happens next? 3 carriers and 5000 troops bring a while’s range of bad media to the surface. It would be a range of “United States doomed” to “Iran beats United States” and every media will be howling for digital dollars attention.

And most likely I am wrong, remember? Iran lost the war weeks ago, they have nothing to bring to the table. But what happens if I am proven right? Think about that and think on the United States economy when that Ponzi scheme setting blows up in the faces of Wall Street. Just something to think about. Have a great day.

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April 21, 2026 · 05:45

For a few Yuan more

So, yesterday I saw a MarketWatch article (at https://www.marketwatch.com/story/the-real-meaning-of-uae-reportedly-requesting-a-dollar-swap-line-6a40d630) where we see ‘The real meaning of UAE reportedly requesting a dollar swap line’, now don’t start running like a half baked cryotoboy to it’s mommy stating the world is ending (like we saw to weeks ago when some of them ran off to the airport), the byline gives us a clear “Economists believe the UAE is signaling it wants closer ties with allies, not a bailout” and I can agree with that. I have not seen seen any Emirati panic, or make bailout mentions. We are given “A report the United Arab Emirates requested a dollar swap line with the U.S. may be more a threat the Gulf nation could shift an alliance rather than a sign it’s about to run short of the American currency, observers said.

The Wall Street Journal reported that the UAE central bank governor, Mohamed Balama,  requested a currency-swap line with the U.S. from Treasury Secretary Scott Bessent while in Washington D.C. last week. The UAE is facing pressure from the closure of the Strait of Hormuz, though experts say its economy so far is strong enough to maintain a dollar peg.” It comes with the additional “Tim Ash, senior strategist at RBC Bluebay Asset Management, pointed out in a posting on X, that sovereigns do not request swap lines lightly. Brad Setser, senior fellow at the Council on Foreign relations agreed, also highlighting on X that he doesn’t believe UAE is in any emergency need of financial assistance, given it entered this conflict with huge holdings of U.S. Treasurys and significant forex reserves in excess of $250 billion. It’s important to note that the Emiratis have asked for a swap line and not a credit line.” And that is supported with graphics on ‘UAE forex reserves versus holdings of U.S. Treasurys, in billions of dollars.CFR’ and those numbers look good, even a non economist (like me) can see that the numbers of the UAE are good. Yet what we are also given is “Gave suggests, the UAE may be “sending a not-so-subtle message to the U.S., namely “leave the region and you will quickly be replaced by China.””

It might make sense and considering the damage that the United States Congress, a document produced on April 9th 2026, by Paul Kerr gives us “Iran’s nuclear program has for decades generated widespread concern that Tehran is pursuing nuclear weapons. According to past U.S. intelligence assessments, Tehran has the capacity to produce nuclear weapons at some point but has halted its nuclear weapons program and has not mastered all of the necessary technologies for building such weapons. The extent to which June 2025 and February 2026 Israeli and U.S. airstrikes affected Iran’s ability to produce nuclear weapons is unclear.” with the added “According to official U.S. assessments, Iran halted its nuclear weapons program in late 2003. This program’s goal, according to U.S. officials and the IAEA, was to develop an implosion-style nuclear weapon for Iran’s Shahab-3 ballistic missile. A 2025 public U.S. intelligence assessment stated that “Iran is not building a nuclear weapon” and that the now-former Supreme Leader had “not reauthorized the nuclear weapons program he suspended in 2003.” IAEA Director General Rafael Grossi stated on March 4, 2026, that the agency “never had information indicating that there was a structured systematic [Iranian] program to build or to construct a nuclear weapon.””

So, there was no real nuclear danger? And the Strait of Hormuz was open before this clambake started? It seems to me that the UAE (optionally with support of all other oil producing gulf nations) should give warning to not mess with their background, especially as it is roughly 7,000 miles away from Washington DC, as such no international waterways (connected) to the United States are in danger.

But in addition to the MarketWatch article, we see the Canadian DeepDive giving us (at https://thedeepdive.ca/uae-threatens-yuan-oil-trade-if-us-denies-dollar-lifeline-as-iran-war-drains-reserves/) ‘UAE Threatens Yuan Oil Trade if US Denies Dollar Lifeline as Iran War Drains Reserves’. The first part of opposition (by me) is that MarketWatch shows that the reserves are good. Basically DeepDive is not lying, reserves are seemingly being drained and that does not imply that the UAE reserves are in danger. But here we see “Central Bank Governor Khaled Mohamed Balama brought the proposal to Federal Reserve officials and Treasury Secretary Scott Bessent in Washington last week, the Journal reported. Abu Dhabi’s position, relayed through multiple officials: the war has strained its finances, dollar reserves could come under pressure, and if Washington does not provide a liquidity facility, the UAE may have little choice but to settle oil and gas trades in yuan or other non-dollar currencies. Emirati officials also told their US counterparts that Trump’s decision to attack Iran was what drew the country into the conflict to begin with. No formal application for a swap line has been submitted.” It is like the message Louis Gave, chief executive officer at Gavekal Research gave us, we merely get more information here. So like MarketWatch we see here “a bilateral currency swap with the Federal Reserve — would allow the UAE Central Bank to draw down dollars against dirhams at the prevailing exchange rate, effectively insuring against a hard-currency crunch without requiring emergency asset sales. 

The Fed currently holds standing arrangements of this kind with five central banks: the European Central Bank, the Bank of Canada, the Bank of England, the Bank of Japan, and the Swiss National Bank. Extending one to the UAE would mark a meaningful expansion of the Fed’s wartime financial commitments.” I am not enough of an economist to see the larger implications, but as I see it, President Trump started shitting in its economic backyard and now the people affected are saying (my of voicing it) “Stop this or we walk away from the US dollar in trade”, now you might think that I am overstating the ‘danger’ but consider that the US dollar is already under stress from a 39 trillion dollar debt (aka $39,000,000,000,000) and now when the Dollar trade offset is impacting trade other means of revenue would seemingly fall away, because it is never a simple setting (is it), and this would be the Home Run that China would love to see evolve. Do you really think this would be merely about oil? When oil starts, others will seek shelter and that is before others dump their $5 trillion (aka $5,000,000,000,000) in US treasury bonds. There have been noises that smaller amounts were ‘dismissed’ but the larger amounts are a worry for Wall Street, they are highly unlikely able to survive this pressure, as such the United States Administration better come up with a solution and quite fast. 

All this whilst Al Jazeera gives us ‘Iran war live: Uncertainty over talks, Trump insists deal to come ‘quickly’’ with the added “Iran says it has no plans to send negotiators to Pakistan for a new round of talks after the United States seized an Iranian-flagged cargo ship in the Strait of Hormuz. Still, President Donald Trump says US team, led by Vice President JD Vance, is on its way to Islamabad” So, one has no plans to send someone, whist the other states someone is on the way? How is that communicating? How is that any solution? That is the premise (given to us 14 minutes ago) that someone like China needs to dethrone the US dollar, so when China gives a solution in the next 24 hours, whilst President Trump starts commenting on his big beautiful solution for the world, the premise of the United States Dollar being removed from the oil trade becomes real. Do you really think that this is just about oil? Because this setting would require the better part of a decade to unwind. It is too early for me to say that the US dollar is out of this, but the other elements might make the pressures of the Dollar in the oil trade unmanageable. 

It is merely my point of view, no biggie. Have a great day, still 120 minutes until breakfast for me. I, hungry, all whilst it is lunchtime in Vancouver, what a bastards.

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April 10, 2026 · 01:49

Creation and creativity

That is the setting I see. Someone ‘alerted’ readers that Israel will be preparing for a ‘forever war’ and that might apply to some extent. They reacted poorly to Iran, but not all in all unexpected. Israel was under attack for the longest time of my life either direct, or indirect by Iran. So their setting makes sense to me. But in that same setting a new door is opening up for the UAE. They get the option to open the door of creation and creativity is where the bucks come. You see, if my setting of the United States make sense, America is about to become hindered by its own arrogance and their new reality of ‘we can no longer play that game’, but in that same sense of one, the other setting also becomes clear. 

So I will take a step back and lead you through that setting. Arabic is spoken in most of the Islamic nations and in that setting we get: 

Egypt – population of 90,000,000
India – population of 200,000,000
Indonesia – population of 250,000,000
Pakistan – population of 233,000,000
Bangladesh – population of 150,000,000
Turkey – population of 80,000,000

Which gets us a population of more than a billion and we still have all of the gulf states to get through. These are merely the top 6 and as I see it, it will be soon that the population of the United States will no longer be able to service them. A billion in Business Intelligence and all the dollars that combine them (as well as the Gulf States) and it is business right there for the picking up. So whilst we get IBM and their statistics, Oracle and their databases, Oracle Database provides extensive support for the Arabic language through its National Language Support (NLS) architecture, which handles character sets, sorting, and cultural conventions. But that setting might lose ground support from the United States, now combine that with Business Intelligence, the training of these people and the support from other regions is now getting close to a freewill and adjusting regional support (like Tourism) gets a new lease on life. Combine this with the settings that NICE (an Israeli customer care solution) gives the world, we see settings that might (might is still the operational preferred word) to a population of well over a billion and for the UAE and its near unique position would be able to service this setting to these nations and other too. And as things go from services, the education there might also be in a near free-fall as we see that the United States will lose more and more handle as their services fall short. The UAE could be one of the first to pick up the shortfall and takeover of these elements. As such the UAE comes out stronger and now we see an acquired setting where others might not be ready to take over the elements that were in hands of the United States for the longest of times. But as its settings fall short, they will make knee-jerk reaction to hold on to so many things and more and more service will fall free into the air. A perfect opportunity for the business sense of the Emirati people. 

When you get to think of this, you might think that the United States would hold on to this, but when the first services started to fumble, a lot more comes clear for a free-fall. The AFR gave us (on Tuesday) ‘Jamie Dimon is counting the straws that will break the market’s back’, Forbes is giving us “Every April, Jamie Dimon publishes his annual letter to JPMorganChase shareholders, and every April, the financial press spends a week dissecting his views on the economy, geopolitics, and regulatory reform. Meanwhile the technology section and references—arguably the most consequential parts of the letter for anyone working in banking or fintech—get the least attention. But not from me. Here’s what Dimon said about technology, and why every community banker and fintech executive should be paying close attention:

In a section on new products, Dimon wrote that the risks around customer data misuse are “likely to get far worse with AI and agentic commerce.” He framed this as an opportunity for JPMorgan to position itself as a trusted intermediary—essentially a consumer data guardian—and flagged plans to roll out products around “control of personal data, safe commerce and customer-friendly algorithms.” Community banks should be asking themselves who their answer to that question is. Buried in the macroeconomic risk section, Dimon mentions that five hyperscalers (Microsoft, Amazon, Google, Meta, Apple) will spend $725 billion on AI-driven capital spending and construction in 2026, up from $450 billion in 2025. The scale creates two problems for smaller banks: 1) the infrastructure gap between large banks and community institutions is widening at a pace that periodic tech upgrades cannot close, and 2) the talent required to actually deploy AI—not buy it, but configure it, govern it, and integrate it—is getting absorbed by the hyperscalers.”

But personally I believe that the story is incomplete (and partially inaccurate) AI is not here, no matter what people say. There is a doom setting towards people not implementing AI, but AI is not here yet, it won’t be ready for decades and people are in this tailspin of doom and all the headless checks squawking ‘Get AI, get AI’ are delusional (some call these squawking chickens Influencers)  and if you pick through that balloon you get a lot of air, but that is all it is. Still the setting of DML and LLM could give some kind of relief when properly applied. I never denied that, but DML/llm is not AI, no matter what the chickens say. And in all this one name on the list is missing. IBM and their Business Intelligence and that is a powerful setting and take their BI and apply it to the top 6 you get one hell of a business venture. And normally there is no getting in-between that. But President Trump and his Big Beautiful Baloney gave life to this opportunity. Too bad for them that the internet is fueled by a WWW setting, not a BBB setting. And now this becomes the option for the UAE (optionally Saudi Arabia as well), but the UAE has a more powerful BI and business setting (this is a speculative setting I see, but I could be wrong), so as we see how the United States is faltering, the failing services for the top 6 named here gives rise to the business opportunity that is falling almost directly in the lap of the UAE. And whilst I might fail to see the how it falls, I believe that Abu Dhabi and Shariah might have the strongest settings. I am not short selling Dubai, merely seeing that these new ventures might be served better in a lower costing setting.

So whilst we see the BS the media feeds the population in the US and optionally EU too, a gap of options will open up in the UAE. Snowflake is already in the UAE (in Saudi Arabia as well), but I lack the knowledge to see where they are at present and I believe that the opportune mind will see a larger field of opportunity. So whilst the world is all screaming (like headless chickens) “Apply IA, apply AI” we tend to forget that only 5 years ago that setting was nil and BI was for almost three decades and out is that soon as the services from the United States are faltering, the UAE now has a option to capture this market and make it Arabic, because the language is part of the new stream, these 6 nations will be the first to capture that opportunity. That has always been the case. As such I say, look where you would go and the United States turned it always into: “Come to us” and when that falls flat, the new players will see what is there for them and I see great options for the UAE (I also want them to enjoy the shortfall others have) which gives rise to the statement “The UAE comes out stronger” and I believe that this believe in self is what is required to had a larger win of an economy handed to the USA for far too long.

So have a great day, my run to the weekend started 90 minutes ago and consider, what else did I miss? I cannot tell where your shortfall is, but I do know that I cannot have seen all the settings of opportunity in a mere three hours. I am clever, but I am not THAT clever, I don’t mind.

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