Tag Archives: politics

May 9, 2025 · 04:58

Seek it in the dark

Yup, that is coming to your favourite room in your very own house at some point in time in the nearby future. It isn’t that it was a secret, but today I saw a reminder of what is about to happen on a near global scale and as summer is coming to the northern hemisphere, I reckon that life there might become a bit of a challenge. The news was given to me by CBC (at https://www.cbc.ca/news/canada/toronto/small-modular-reactor-nuclear-power-ontario-construction-1.7529338) where we see ‘Ontario set to begin construction of Canada’s 1st mini nuclear power plant’ and I actually didn’t consider Canada in my first assessment as the focal point in 2022 was America and the UAE. It was in my story ‘It was never rocket science’ (at https://lawlordtobe.com/2022/06/27/it-was-never-rocket-science/) where I re-iterated stories I gave in 2021 that America would be having an energy crises all by itself. At that point it was the BBC who gave us ‘Japan urges 37 million people to switch off lights’, which was a little bit of a shock in Japan. They never considered that energy has a finite point? I saw this escalation coming to places like Austin (Texas), Paris, London, New York and a few other places. I came up with a general solution for places like Dubai and Abu Dhabi, but the setting was clear. Action was required and I saw it in 2022. Now we get CBC telling us “It would be the first of four such reactors that OPG aims to build on the site, at a total project cost of $20.9 billion, in an effort to meet what’s forecast to be a steep rise in demand for electricity in the province”, as well as ““As it stands today, we just don’t have the supply to meet that demand,” Lecce said” according to Stephen Lecce, Ontario’s minister of energy and mines that point is coming for Canada. On the upside, Canada only has 40 million people. As such the drain might not be as severe as America has, but Canada is doing something about it, which pretty much means that America better start being nice to Canada (as well as take the 51st State BS out of their vocabulary) As I see it, if the power consumption rises a little too fast, there is little for Ontario to do but switch off the 24% delivery to Michigan, New York, and Minnesota. I don’t think New York needs that power, do they? Wasn’t it President Trump who told the world “We don’t do much business with Canada”, well, as I see it, they didn’t need Canadian energy, as such Canada can scrap the deliveries of energy. And as Elon Musk has what the world needs (something I stated before) and it will make e-Musk (little giggle) and that will make Elon one the first trillionaires on this world. He can start making cash (by the boatload). And as places like the UAE, Saudi Arabia and a few other places have larger wallets and a dire need for the solutions America gets to be number three (optionally number two as Saudi Arabia might not need it immediately) in a few places right of the bat.

So, the question for you all becomes. If I saw this in 2021/2022 why didn’t the rest of the world (read: America) see this? I set it out decently detailed, so it wasn’t rocket science to begin with and now that Canada is moving seemingly ahead of schedule, why haven’t other places locked on the problem? Merely to say “it was a complex situation and we are looking into the problem and see where notifications fell short”? If a data-man (like me) can see this evolve years ahead of schedule with an abacus, why can’t those boffins do that with super computers and AI (little teaser, AI doesn’t exist at this time). 

In America KUT News gave its audience “On anniversary of Texas blackouts, ERCOT forecasts potential energy shortages in coming years”, which is fun as I said that years ahead of schedule and Austin successfully luring business to Austin (mainly from California) should have been ready already. So when solutions are implemented way too late it is the new policy to be able to find your desk in the dark, and work with pen and paper as desktops will also require power that isn’t there. And I get to gloat because it is just another instance where I warned people years in advance. I never warned Canada as I never saw it as an immediate hindrance and as I saw this morning Canada was ahead of the flock and ready to implement a solution. 

So, when will the others wake up? In particular Mayor Eric L. Adams of New York as they require a  jug of power from Ontario. As such they should have been looking at this and optionally being really nice to Elon Musk for the simple need of a discount.

What a way to get to Friday Breakfast early, have a great day everyone.

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May 7, 2025 · 19:27

Accused United Arabs

Well, that is the setting, but at this time, I am looking a bit deeper. You see, I have seen several newscasts regarding Sudan and the UAE and for the most I ignored them. There is so much I can store in my brain and at times I have to set priorities (apart from the fact that the media is largely unreliable), but today I decided to weed through the stories. In this case, lets start at the end.

The Guardian
The Guardian gives us ‘Sudan fails in attempt to make UAE accountable for acts of genocide’ (at https://www.theguardian.com/law/2025/may/05/sudan-fails-in-attempt-to-make-uae-accountable-for-acts-of-genocide) as such, this is on the accuser. They were unable to set the bar of making the UAE accountable for the alleged setting. Whilst the Guardian also gives us “An attempt by Sudan’s government to make the United Arab Emirates legally accountable for acts of genocide in West Darfur has been rejected by the international court of justice after the judges voted by 14 to 2 to declare they had no jurisdiction. By a narrower majority the judges voted 9 to 7 to strike the case entirely from the ICJ list.” And the setting of 14 against 2 is almost ridiculous. There is always a descending judge in these cases and in this case it is two. A such we can bring to the table that Sudan had close to nothing and the majority ruled to strike the case from the ICJ list, as such Sudan loses two to nothing. When we see the allegation “There have been repeated allegations during the two-year civil war in Sudan that the UAE has been flying arms to the paramilitary Rapid Support Forces (RSF) in an attempt to oust the Sudanese Armed Forces (SAF) led by Abdel Fattah al-Burhan.” And Here we see the lovely setting of transit weaponry. The first part is that there is a lack of evidence where the weapons came from, in the second setting, if we accept that weapons came through the UAE (not unimaginable) where is the evidence that they were from the UAE? Transit weapons happen, they happen all over the world (even through Rotterdam) but when the evidence lacks to where the original shipment came from the Sudan has little or no case. So the term “in an attempt to oust the Sudanese Armed Forces (SAF) led by Abdel Fattah al-Burhan” goes nowhere and that is also on Sudan. So how many transit shipments have they arranged for themselves? I actually do not know, but if the UAE can even get one piece of evidence to that, Sudan loses (yet again). 

BBC
Two days ago, the BBC gave us ‘Top UN court rejects Sudan’s bid to sue UAE for genocide’ (at https://www.bbc.com/news/articles/cze176ryw54o) with the text “The UAE categorically denied the accusations, branding the case “political theatre” and “a cynical publicity stunt”.

The International Court of Justice in The Hague ruled that the case could not proceed because the UAE had opted out Article 9 of the Genocide Convention, which means that it cannot be sued by other states over genocide allegations.” It doesn’t sound overwhelming. But the BBC gave us useful info. With “Sudan case had claimed that the UAE’s alleged military, financial and logistical backing of the RSF – including weapons shipments and mercenary recruitment – enabled systematic attacks against non-Arab communities, particularly the Masalit, in Darfur.” So as I see it where is the evidence? The media gives us little (read: nothing) especially the financial and logistical backing require evidence. Were they entered into evidence? So, why didn’t the media give us anything? It is after the case, so they could have come with evidence at this point. I have seen nothing. And as the BBC gives us “Both the Sudanese army and the RSF have been accused of committing atrocities, including ethnically targeted killings, obstruction of humanitarian relief and looting.” I merely see a case of the pot calling the kettle massively less white. And the BBC gives us one additional gem “Sudan’s case at the ICJ was unusual because it targeted an alleged sponsor of atrocities, not the direct perpetrators.” As I see it, the Sudanese army wants money from the UAE and they go about it this way and it is alleged, there is as far as I saw it no proof of it. Even if it is transit undertaken by one of the around 116,500 millionaires in the UAE who might have seen the Sudan as a nice additional piggy bank to become even richer, the lack of evidence does not make it go anywhere. For that matter, is weapon transit even illegal in the UAE? 

As such it is time to see one of the ‘many’ images. I have questions. This image gives us two clean soldiers, like it is their first day in uniform, even the buttons look clean. I remember war settings. My uniform never looked this clear and I was never on any front. Very very clean grenade tops with labels and all. Oh, that reminds me, where are those granites from? What was there origin? Any missile tends to have a number (for batch quality assurances), as such this weapons might not be focal point of the case, but weapons are key and they have serial numbers. As such the origin of the weapon might be traced. So was it someone from the UAE, or perhaps a sneaky Russian finding a more profitable market? All questions and no answers. But that is the setting. As I see it, for the most of the materials I have seen and the utter lack of evidence that the media never gave us, the UAE is clearly innocent. And I personally believe that a person (or organization) is innocent until PROVEN guilty.

A simple setting that the law tends to adhere to, even as some UN essay writers tend to ignore that simple fact, going all the way back to 2018. Karma does tend to suck.

Oh, and if the world (read: media) has actual and factual evidence I will look at this again. There is always the chance that I am wrong, but at present with the lack of evidence that is how I see it.

Have a peaceful great day.

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May 6, 2025 · 02:05

Repeating the same mistake

That happens, it happens to me too. As I’m decently convinced of something I will repeat that thought. Actually it might be the wrong idea, but you get the point. As such I saw over the last 24 hours several articles. 

The first is given to us by Time, (at https://time.com/7282450/trump-annex-canada-economy-recession-upholding-the-constitution/) we are given ‘Trump Speaks Out on His Desire to Annex Canada, Recession Concerns, and If He Has to Uphold the Constitution’ In this article we get “The first 100 days of President Donald Trump’s second term in the White House have been dominated by talks of Executive Orders, tariffs, foreign relations and economic stability in light of the trade war sparked by the tariffs, comments about annexing Canada, the possibility of seeking a third term, and much more.” Followed by “Canada’s Prime Minister Mark Carney, whose Liberal Party won the Canadian election on April 28, has—much like his predecessor Justin Trudeau—made it clear that Canada has no intention of taking Trump up on his offer. “It will never happen,” he said. In this latest interview, Trump said he had congratulated Carney on his election win, but doubled down on his desire to make Canada the 51st state, saying he will “always talk about that.” Trump repeated his previous sentiments, referring once more to Canada’s former Prime Minister as “Governor Trudeau.””. As I see it, the southern folks might as well call these southerners “The United States of Canada” soon enough (my reason follow far below). His reasoning is ““If Canada was a state it wouldn’t cost us. It would be great. It would be such a great—it would be a cherished state. And, if you look at our map, if you look at the geography, I’m a real estate guy at heart. When I look down at that without that artificial line that was drawn with a ruler many years ago… You don’t even realize. What a beautiful country it would be,” he said. “Again, remember this, we don’t need their cars, we don’t need their lumber, we don’t need their energy. We don’t need anything. We do very little business with Canada. They do all of their business practically with us. They need us. We don’t need them.”” As I see it, the first deception, more to follow in the near future and that deception is given through “They need us. We don’t need them”. Then we get to the Guardian (at https://www.theguardian.com/us-news/2025/may/04/trump-greenland-denmark-military-force) where we are given ‘Trump says he ‘doesn’t rule out’ using military force to control Greenland’, so what kind of a yahoo dictator reverts to force to attack its allies? And these two have been given the stage that their resources are up for grabs and America needs them. The same for Canada. A setting that is concerning as this is the likely first setting that they need us (Greenland and Canada) a lot more than they need him. So as again deception rules, we are left with “Donald Trump would not rule out using military force to gain control of Greenland, the world’s largest island and an autonomous territory within Denmark, a fellow Nato member with the US.” America never needed it for the longest of time, but America is on the outer limits of bankrupt and it needs their resources to survive. So as such the ‘promise’ of “It would be great. It would be such a great—it would be a cherished state” is like a crack whore begging for anything to get that ‘cherished’ high. That is how I see it. The biting effect of 36 trillion debt, for America at 4.5% it comes down to 1.62 trillion dollars (aka 1,620,000,000,000) EVERY YEAR and that is how it bites. During fiscal year 2024, the IRS collected more than $5.1 trillion in tax revenue, that implies that 31.76% is lost of that revenue is lost on interest alone and it gets worse, because (as the US Treasury gives us) “Compared to the national deficit of $1.06 trillion for the same period last year (Oct 2023 – Mar 2024), our national deficit has increased by $242 billion.” And the funny part was that on the occasion of World Animal day 2021 I gave “In 2013 the US debt was $17,000,000,000,000 (17 trillion), and over 8 years 8 trillion was added, a nice $8,000,000,000,000. This implies that the US government overspends a trillion a year with no exit strategy on how to cope with the debt and it is on both Republicans and Democrats.” I saw this moment come to mind over three years ago and over this time, of three years, the debt doubled. So how is that for foresight? I did so (at https://lawlordtobe.com/2021/10/04/utter-insanity/) in the blog article ‘Utter Insanity’ I saw that clearly ahead of it all and due to American politicians sitting on their hand it is now too late and I made notice of this before 2021 as well. Reuters might give us a Met Gala and how things are bolder, but it still needs people with incomes to afford it all and that is about to end and President Trump doesn’t want to be the president having to inform the people that it is about to end, as such we will get The United States of Canada with (at this time) Prime minister of the Americas to become the biggest president the world has ever seen. As such I opt that he will unite several states as one with in the east called the Cockcoeske collective (honouring the Rappahannock Tribe of the 1600’s) named after the first female chief following her father Chief Captain Chawanta Nelson) this would unite the states of Virginia and all the states to the North of that. I know it is a little mean but America was stupid and mean to elect Donald Trump as such, so they don’t get a choice in the matter. And it makes sense, to elect this, they will need the upheaval and as such one third of the boards of any new states in America will consist of Native Americans and in the settings that America is out of funds, other measures will have to be taken, with a damper on spending, military spending is a first and most remaining spending will go on infrastructures and soup kitchens because as I see it, when the defaults start pretty much all retirement funds go belly up. Wanna doubt me? That is fair, but show me a non-violent and non invasive solution. I bet you can’t do that. I voiced the overhaul of the American tax system for the better part of a decade and now it is too late. Time is up and not one politician stated that it needed to be done. 

As a third article we get USA Today (at https://www.usatoday.com/story/news/world/2025/05/04/donald-trump-canada-greenland-military-force/83447719007/) giving us ‘Trump says ‘highly unlikely’ US uses military force to annex Canada’ where the tone is set by “In an interview with NBC’s “Meet the Press”, President Donald Trump said he still wants to make Canada the 51st U.S. state and does not envision the United States using military force to seize the neighboring country. During the interview, which aired on May 4, Trump said he’s still interested in annexing Canada but does not label it in the same category as Greenland, a Danish territory Trump has repeatedly suggested the U.S. could one day be compelled to acquire.” As such the tables are turned, America will not annex Canada, America will be given to Canada, to safe it from dangerous politicians and the people of America give it to Canada to deliver it from destitution and the people utterly out of funds. If only they had listened to me as I voice it a little over a decade ago. Redesign your tax system. It was never about taxing the rich, it was about redesigning the tax system they had, as it was never working on the design it had. You want to blame Apple (the first to become a trillion dollar company) and that never made sense with all the trillions of debt that America had and it took a mere abacus to work that out, not an non-existent AI supercomputer.

And now, as time is up for America (as I personally see it) we see the more violent side of America (annexing nations resources) and that solution is already too late to safe America, it might merely delay this setting a few more years and in the meantime, it will mine the hell out of Canada and Greenland, destroying these environments and to that I say ‘Hell no!’, because we need to step up for the environment and also because Canada is a Commonwealth brother and Greenland is part of our ally Denmark.

So have a great day and try to salvage your goods, because American time is, as I personally see it, done for.

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May 4, 2025 · 03:24

The nature of things

It was about to weeks ago that I wrote ‘Regarding that joke’ (at https://lawlordtobe.com/2025/04/19/regarding-that-joke/). In that article I wrote “A setting we all saw coming (even though the media seems to ignore this and merely keeps on shouting tax the rich) and the interested parties who are supposed to keep the people informed are merely shouting that Haley Joel Osment was intoxicated instead of working on the news, the media is pretty much on the discarded bundle of wannabe news”, as well as “As one source told me (and others) “China could theoretically weaponise the US Treasury holdings – by dumping it – meaning that it would sell off treasury holdings for less than they are worth. By doing so, China would then, because of the amount it owns, devalue the US dollar” so what happens when the dollar gets devaluated to this degree?” That was two weeks ago. In the meantime “Trump had demanded of Prime Minister Shigeru Ishiba that Japan eliminate its $70 billion trade surplus with the US. He claimed it would be easy. He repeated the demand during April 16 negotiations in DC. In response to all this, Japan tried to placate Trump, refused to cooperate with other nations suffering similar abuse, and asked for special exemptions for Japan at the expense of others. In fact, one of the reasons Trump chose Japan for the first round of trade talks was his belief that Tokyo would cave within a few weeks, thereby inducing others to do likewise.” (Source: several). Yesterday I thought I saw water burn (which is pretty freaky to say the least). Axios (merely one source) gives us ‘Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.” And now Japan puts the US bonds they have on the table and with more than one trillion in hand they could flood the market and push the dollar straight over the edge. If that happens no run on the bank will save people and America cannot come up with that much money to feed the hungry vultures, as such America now has a massive problem and it is not China pushing the cart, it is Japan itself who will not go gently into that good night. So on one hand we see “As U.S. Treasuries sold off last month and yields spiked, there was speculation foreign governments might be dumping bonds”, as well as “J.P. Morgan Private Bank, in a research note last week, said there were signs of foreign selling pressure, but from private holders, as opposed to governments “weaponizing” their holdings” which is fun as my blog article preceded the two by one week, so its not merely a sign of the day time reference, the planet moved 89,292 kilometers in the time that lapsed between me writing the blog and J.P. Morgan Private Bank coming to that same conclusion (it’s actually nice to use NASA metrics to make a case). All that and AP News giving us (at https://apnews.com/article/japan-treasurys-trump-tariffs-44b9b37bf7a290701201322f69bade2e) yesterday ““It does exist as a card, but I think whether we choose to use it or not would be a separate decision,” Kato said during a news show on national broadcaster TV Tokyo. Kato did not elaborate and he did not say Japan would step up sales of its holdings of U.S. government bonds as part of its talks over President Donald Trump’s tariffs on exports from Japan.”” The words from Finance Minister Katsunobu Kato to live by I say and when you combine this with the article I wrote two days ago (at https://lawlordtobe.com/2025/05/02/saudi-arabia-goes-hiragana/) ‘Saudi Arabia goes Hiragana’ where we see that Japan basically has a way out to prevents its economy to become scuttled as well. As such the noose around its economical neck is diverted to a working solution. As I see it, America now gets that additional noose around its neck to double the efforts of the economy strangling itself (what a security measure). 

As the grand vizier of Agrabah (in Aladdin) states “The idea has merit”, get economical advice from a Disney character? Oh, kill me now (I is havening to be laughing out loud at present) or as Monty Python states: ‘Howls of deriving laughter’ are mine and the tears are falling over my cheeks. I haven’t laughed this hard since my fathers funeral.

So this must be the most original way that a politician ever shoot its own foot

Americans might not be laughing as this is actually is devastatingly serious. The (as some call it) bully tactics are now starting to bite back and the bigwigs in Wall Street will be seriously moving assets with an additional passports to zero tax nations, perhaps one that also doesn’t have an extradition treaty with America. So if any of those get plane tickets out of America (people like Jerome Powell or Alan Greenspan), you get the idea. When people take that move, the setting is all over for America, there will be no more moves to make. And these people have been ‘diversifying’ their income for decades. They moved small amounts around the planet and they could survive on their millions and they might vacate their consultancy firm from Davos in the Desert to Davos, Switzerland (a mere example). So they were ready from the get go and with this situation they might have larger consultancy jobs in several nations (including Switzerland, Monaco and the UAE). So these people will just vacate Idiotville as some call it (that place between Canada and Mexico) as quick as their Beechcraft Premier can carry them. No lines, no waiting.

So, will Japan do this? I reckon it will depend on who controls President Trump, because as I see it, the man is basically a loose canon at present and with that level of knee jerks the financial world is pretty hesitant and frightened on what he might do next. That’s is basically what I personally see.

A setting that is a lot less nice than my weird personal dream I had on Friday involving a mall, a coffeeshop and me meeting Matt Damon and Ridley Scott (seeking a replacement voice for someone with a perfect Dutch accent), the weird snoozes and snores I tend to have.

The nature off things that we embrace, some will walk the path away from bully tactics, some are on the market for having financial independence and some are about getting out of the line of fire (or a location about to get carpet bombed). Whatever we do, we look out for number one (ourselves) and optionally (read: preferably)with improved comfort levels. What that is tends to differ from person to person and in the words of the great man Tony Curtis (Operation Petticoat) “In confusion, there is profit” a very acceptable stage for a lot of people with a calculating nature. 

So have a great day and enjoy your coffee today (I had mine with a cookie this morning).

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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May 2, 2025 · 03:40

Saudi Arabia goes Hiragana

That is the word, as we read Arab News (at https://www.arabnews.jp/en/uncategorized/article_146218/) with the headline ‘The dawning of a new era in Japan-Saudi Arabia relations’, there is no real puzzlement. As America goes on with its “We’re doing great”, often merely repeated in all the media, the reality is different ‘Too many ‘life long allies and great friends’ are seeking greener fields as they are in deep fear of getting scuttled alongside the good ship fairytale (oops America). So this article was not really a surprise. As we are given “Based on the idea of leading the international community from division to cooperation, I have decided to visit Saudi Arabia, which plays a crucial role for peace, stability and prosperity not only in the Middle East but throughout the world. Saudi Arabia has achieved some remarkable developments under Vision 2030, led by Crown Prince Mohammed bin Salman, through undertaking extensive economic and social reforms, such as the diversification of industries and decarbonization. I believe that it is of great significance that my first visit to the Middle East as foreign minister of Japan is marked by this visit to Saudi Arabia.” This is not a love letter, but a setting of recognizing that Japan requires a more stable friend and optional long standing ally and Saudi Arabia likes the market of 125 million people. Not as much as America or Europe, but nothing to be sneered at and Japan sees the need for this union, if only to do something about the $8.84 trillion debt as of January 2025. They haven’t reached the point of no return yet and whilst everyone merely swallows the “we’re doing great line” Japan knows better and Iwaya Takeshi, Japans current Minister for Foreign Affairs sees opportunity for Japan and as we are given “Japan and Saudi Arabia are strategic partners that are this year celebrating the 70th anniversary of the establishment of their diplomatic relations. Since the establishment of diplomatic relations in 1955, bilateral relations have developed in various fields. In particular, the friendly relations between the imperial family of Japan and the royal family of Saudi Arabia have been an important pillar.” This is continued with “In February, I signed with Saudi Foreign Minister Prince Faisal bin Farhan a memorandum for establishing a strategic partnership council, which will be chaired by the leaders of the two countries. This will be a vital framework to further strengthen our cooperation for the future of our two countries under the guidance of our respective leaders.” You might think this is all simple coating the setting, but it is not. You see Japan imports approximately $84.95 billion a year from America, with as I see it $3 billion in Organic chemicals, half a billion in Articles of iron or steel and $124 billion in Machinery, nuclear reactors, boilers. Items they can get from the kingdom of Saudi Arabia, optionally without tariff and I reckon that in the setting of Vision 2030 Saudi Arabia will be really happy to supply and the latter part will be discussed below. They will not get it all, but that is a setting where America loses another $20,000,000,000 in revenue and they have such a good economy, they can lose this setting, no worries. Well, can they really? 

You see, the second article (at https://oilprice.com/Latest-Energy-News/World-News/Is-Saudi-Arabia-Preparing-for-Another-Oil-Price-War.html) OilPrice dot com gives us ‘Is Saudi Arabia Preparing for Another Oil Price War?’ The setting deteriorates for America. When we see “US benchmark WTI crude is down nearly 4% as Saudi Arabia reports emerge that not only can the Saudis sustain today’s low oil prices, but output increases are likely to be announced next week, for June output, sources speaking to both Reuters and Bloomberg have indicated. On Wednesday, Reuters cited five unnamed sources as saying that the Saudis have no intention of boosting oil markets with further supply cuts, as Riyadh’s budget can tolerate sustained low prices.” This is bad news for America, you see, they rely on the ‘profits’ and resale from the Brent Oil range of profit making and that is about to come under fire, even if it is only 3%-5%, that is a drain of a lot. As we are given “Oil had dropped over 2% amid demand worries and expectations of increased supply from OPEC+, with Saudi Arabia signaling it can tolerate lower prices and may push for more output at the May 5 meeting. Additional pressure came from growing production in non-OPEC nations like Guyana.” (Source: Trading Economics), we need to realise that another drop in revenue will make people relying on this push the panic button (even as Douglas Adams told them: ‘Don’t Panic’), I reckon that is not a venue that America will follow. And as Japan moves more and more to Saudi Arabia, the chance is that more oil will come from Saudi Arabia, as well as a lot more than the three topics I raised. So how much will America lose from their long standing friend and Ally Japan? Even at 10% the slowdown of the $84.95 billion a year will be close to immeasurable. I reckon that it could go up to an estimate max of 30% (which is a little over 25 billion), but add to that the shift in oil, it becomes serious money. As I see it Saudi Foreign Minister Prince Faisal bin Farhan Al Saud earned his daily dose of lamb shawarma today. (It might be chicken shawarma). There is a massive shift happening and as I see it, according to Irwin Stelzer of the Times, America is going strong, so how are these simple ‘facts’ overlooked? Too far in the future? The new memorandum was drawn up in February, and as I see it, these two giants (meaning Japan and Saudi Arabia) could set a beginning to scuttle the good ship America. This is not a given, but in a trade war it will be more than about getting more revenue on one side, it is the other side that is overlooked and as I see it, this partnership could definitely set ill winds to the barometer of the America economy. 

So have a great day and enjoy your Sushi with Japanese Sobacha tea today.

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May 1, 2025 · 05:00

Marky Mark (PMMC for short)

Yup, the man, the plan and the action. I got to (kinda) know Mark Carny when I named him Marky Mark of the British Bank. The simplest reason is that England sees the need for certain people to be made into pop stars and Mark Carney fit that bill. When Brexit was going on, I was for a long time on the fence and what I read (hat he evidently said) put me square in the Brexit field. He did nothing wrong, he made no promises, but together with the actions of Mario Draghi I held in mind that Brexit was the only way for England to get things done. Let’s not forget that the desperate political moves of the other nations is why in part things went from bad to worse for England. It showed to me that the EU was petty and vindictive, but in all they never set a foot against Mario Draghi who became Prime Minister straight after that. Mark Carney did a good job (better then most I reckon) as such he has my respect. So now it should become Marky Mark of the Canadian side of the Commonwealth. Yet Canada is not so much on the pop star frame of mind, so Prime Minister Mark Carney it is. 

So, what is going on here?
Yesterday we saw the BBC give us two parts towards the setting that Canada is facing and after giving my issues with America these last few days, but is time to set the view to the Northern Border, the homestead of the Maple Leafs and the place where Ice Hockey largely shines. In the first article we see ‘Carney wants to lead a G7 fightback on Trump tariffs’ (at https://www.bbc.com/news/articles/cx27d89z0qdo) which is much better then Prime Minister Anthony Albanese giving us that he wants to ‘talk’ about exemptions on trade barriers (good luck getting reelected in two days). Here we see “The global significance of Mark Carney’s election as Canadian Prime Minister is he now sits at the centre of an alternative pole of global economic thinking. Everything but Trump. There was a half expectation here that Carney would immediately sue for peace with President Trump when the polls closed on the election. It has emphatically not happened.” That is the making of a real consigliere (in stead of a counselee) and he is the consigliere of Canada, the one nation who has been bringing the fight to America (being called the 51st state helped), the bulk of the people think that polite is a form of appeasing to bullies and perhaps it partially is, but America crossed the line and Canada had enough of that and the rest of the Commonwealth (mainly me here) agree. As we see a larger Commonwealth uniting we now see the larger impact (and my personal favorite thought is that FiveEyes, will soon be Commonwealth Eyes, the intelligence alliance consisting of Australia, Canada, New Zealand, and the United Kingdom, now without the United States). My second thought is that this will push the corrupt all over the world to the top as America will scramble to not be blind to the situation, which means they have to overspend a lot. Still, PMMC (Prime Minister Mark Carney is too long) gives us “PMMC is also very adept at understanding the nexus between markets and headlines. He made a number of announcements as PM about rethinking the purchase of US fighter jets, slightly changing the purchases of US government debt, all of which would have quickly focused some minds in the US” which might not be bad, but I reckon that the Commonwealth needs to come across uniting behind Canada, to offer whatever America did and take America out of the equation for the whole of the Commonwealth. We need to realise that India is a powerbroker of retail power and we aren’t using that enough. In addition Canada can fuel our oil needs replacing America even more. The plus for the others is that all the consumer needs for Alcohol will be fueled by its Commonwealth neighbors, I wonder it we have the automotive parts that Canada needs, so that they can continue work without skipping a beat. The UK has shipping (to a degree) and here the connection with Europe becomes important, which allows Canada to remove more of American influence. The simplest setting is that you cannot tariff what isn’t there and even as we get the quote “Underpinning this approach is absolute conviction that the US is making a mistake that will primarily and visibly backfire on itself, its companies, and its consumers. The fact the White House is attacking Amazon for “hostile acts” in publishing tariffs is a cast-iron example of this. President Trump’s gun is pointed primarily at his own feet, the thinking goes.” Whilst Canadians own PMMC gives us ““We’ll have a partnership on our terms. There’s a win-win possibility there, but on our terms, not on their terms,” he said. A key part of that is forging new strategic alliances elsewhere, with Europe, and the UK. “One would assume” that Canada and the UK could do a free trade agreement that has been stalled, he told me. Co-operation on defence and Canada’s abundant critical minerals is also on the table. He also dismissed President Trump’s territorial ambitions not just for his country, but Greenland and Panama too.” I would like to offer that a setting that a free trade agreement with Australia and New Zealand should be pursued (if it does’t exit) as these two brothers of Canada is only separated by the Pacific River. A nice thought is that this could fuel the passion of the Hawaiians to become truly independent and here Australia and Canada might be of assistance (for me the giggle point is that it allows America to become 49 states) and that is hilarious as it directly backfires on Trump, a new setting he never saw before (he has missed a lot in the last two weeks). But the BBC saved the best for last ““America’s leadership of the global economy is over” and that was a “tragedy”. Implicitly, he is saying, with the help of the rest of the G7, he will step up. And by an incredible quirk of fate, it is he who will host the G7 summit in Alberta in June, just days before the expiry of President Trump’s “reciprocal” tariffs pause. Will Trump attend on the land he both tariffs and covets?” As such it is nice that PMMC is on my page, I mentioned that America as a global economy leader was over close to two years ago when the debt crossed the point of no return and with revenues faltering the good ship lollipop (oops America) is drifting straight for the abyss, no anchor on the planet will stop that move. As I see it as we (Australia and New Zealand) increase options for Vancouver and its harbors will increase, which will fuel work and better options. So with the G7 and Canada, All roads lead to Kananaskis in the middle of June and as such it is time for the Hockey ignorant population to meet the Calgary Flames.

And this is merely the start, as such I present to you the second BBC article (at https://www.bbc.com/news/articles/c14xydjzn5eo) giving us ‘Canada will deal with Trump ‘on our terms’, Carney tells BBC’ (my mind still goes ‘yay Marky Mark’) and here we see “Canadian Prime Minister Mark Carney has said his country deserves respect from the US and will only enter trade and security talks with President Donald Trump “on our terms”. Speaking exclusively to the BBC as the polls were closing, Carney said he would only visit Washington when there was a “serious discussion to be had” that respected Canada’s sovereignty.” Which is probably better then my thought to take Hawaii away from America, but I am willing to kill the bear to save the salmon and I never had any use or respect for bullies. And with ““The leaders agreed on the importance of Canada and the US working together – as independent, sovereign nations – for their mutual betterment,” the statement reads.” Which is why he is PM of Canada and not me (I am also not Canadian, so that helps) as I was willing to throw America out of Five Eyes to make his reconsider the huge mistake he was making and as the bulk of the Commonwealth is furious about the tariffs I thought I could get this stage ‘my’ way. So as the one we love to [censored text] gives us ““The election does not affect President Trump’s plan to make Canada America’s cherished 51st state,” White House deputy spokesperson Anna Kelly said.” A setting that was dung, stupid and shortsighted all at once. And now with Mark Carney, this might go pear shaped in a short time. You see, it is true that “Canada accounts for a much smaller 17% of US exports.” But what are the numbers with the United Commonwealth nations of the world? Add the UK, Australia and New Zealand to that, how large is that number becoming? Logistical retrenching tends to be expensive and the Commonwealth is willing to go there as we are fed up with the bully (optionally bullies) on Pennsylvania Avenue and in our case, the business case needs to be done. The UK has a massive debt and when America falls the EU, UK and Japan are next, fortunately Japan is on that very same pacific river, so we have options that work for use come to think of it, so is Hawaii and wouldn’t it be nice to have them unite in this partnership? (My giggling way to loud).

So as we read the end of the article with “Canada is also America’s largest foreign supplier of crude oil. America’s trade deficit with Canada – expected to be $45bn in 2024 – was mostly driven by US energy demands.” Wouldn’t it be great if its brethren get to work on that deficit with local products in exchange for Canadian oil? It’s up to the PMMC to see if that fits the bill (I lack accountancy skills), but the idea has merit (a quote from an iconic Arabian person). 

Have a great day. Today I am treating myself to a slice of Tiramisu.

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April 30, 2025 · 04:03

Omitted resources

That is the exercise of this morning. As Reuters treats us to a story (at https://www.reuters.com/business/energy/uaes-adnoc-supply-us-lpg-india-following-china-us-tariffs-sources-say-2025-04-29/) giving the reader ‘UAE’S ADNOC to supply US LPG to India following China-US tariffs, sources say’ A setting I saw coming a mile away. As we are given “The move will enable ADNOC to ship more of its own LPG to China, where buyers are paying higher premiums to replace U.S. supply after Beijing imposed steep tariffs on U.S. goods, and reduce LPG costs for India, the world’s No. 2 importer”, so I saw this and the high payed economists in America did not? In my story ‘War of trades’ (at https://lawlordtobe.com/2025/02/01/war-of-trades/) I gave on February 1st (almost 3 months ago) “We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?” This setting was oil and it was from India, so now we see that the UAE is replacing America with India as a new destination. So for America it is no longer about revenue, it becomes a lack of resources as the UAE is now shipping more of its own LPG to China (via India). It is the cumbersome situation involving tariffs. It almost seem like a new puzzle game, not unlike mixed currency deals on the internet. And now (as I see it it) America is losing more than one side in this. So as we read “ADNOC, through its trading units, has agreed to supply some U.S. LPG cargoes to India refiners under the annual contracts from June-July, said sources” as I see it, America is losing tariff revenue that ay and this is merely one step towards a new setting where America is replaced as a resource, and this also means that the political and diplomatic powers of America is dwindling down. In this way the UAE is gaining power both political and diplomatic as India is reassessing what allies they have and who no longer seems to be an ally. In this tariffs will get cumbersome on more ways then one. Soon America is losing additional revenue streams, because this setting is merely a first step. When China sets up new stages with Europe and the Middle East America can go bobbing for apples all they like, but it seems that the apples are being replaced and that sounds a lot like the old premise of murder. Segregation, Separation and Assassination. The stage that we see was made by America, they merely didn’t consider that it could be used against them and as I see it, both China and Russia like the new setting immensely. As I wrote lately that the interest on debt is costing the annual tax revenue to be 15% less, so the belt was already being tightened and now the revenue streams are missing the point they needed to make and another 10% will diminish. So how long until the American economy can no longer afford it? We can believe what Irwin Stelzer (The Times) told us that America’s economy is good. But as CNBC gave us yesterday ‘Empty shelves, trucking layoffs lead to a summer recession in Apollo’s shocking trade fight timeline’, then we also got a few hours ago ‘Port Of Los Angeles Warns ‘Difficult Decisions’ Ahead As Shipments From China Cease’ (source: Investor’s Business Daily) and 17 minutes ago CNBC gives us ‘Pfizer CEO says tariff uncertainty is deterring further U.S. investment in manufacturing, R&D’ as such, how much more bad news do we need to see before people in media start considering that the economy of America has gone topsy turvy?

And in the meantime as the Commonwealth is strengthening their walls the group of five might soon have one less member (yes, it is America). As such the new costings for the CIA will drastically alter and as the NSA is equally losing access to international intelligence the stage becomes how much money is America willing to pay for less reliable data? 

As such we get a new stage of omitted resources. America is losing revenue in several settings and the outcome of that is not really visible, but it will cost a bundle. A lot more than the tariffs are bringing in. In addition to that they pissed of the largest ally they had for decades and as such are losing more ‘friends’ as they are equally hurt and these ‘friends’ are willing to row it alone without the two dinghies called CIA and NSA. As such more power, revenue and friends are lost. But feel free to think it is all honky dory. And that changes when oil will g missing, so will America keep on selling their own oil, or is that a new revenue stream that will become largely lost soon enough.

You know, I am hesitant to blame President Trump for this setting. The question becomes who pushed this agenda? Are these elected officials blind, or will we see soon see articles with titles like ‘He bullied us and we were afraid’, I have no idea. Just floating an idea here. And when we have added these facts as well as add the fact that the The Arab Weekly gave us yesterday ‘Trump further strains Egypt ties by calling for US ships to cross Suez canal ‘free of charge’’ the story (at https://thearabweekly.com/trump-further-strains-egypt-ties-calling-us-ships-cross-suez-canal-free-charge) gives us ““American Ships, both Military and Commercial, should be allowed to travel, free of charge, through the Panama and Suez Canals!, ” Trump said in a post on Truth Social.” Its was the only source I saw, so keep that in mind. And the response in the same article was “Egyptian MP Mustafa Bakri criticised the remarks, describing them an “attempt at blackmail.”” Do you still believe that America isn’t close to default on all their loans? I wonder who will survive that 36 trillion bad bank setting. 

So, you all have a possible great day and relax if there is still coffee on the shelves. And don’t forget the former governor of the Bank of England works for the Commonwealth, well, actually he works for Canada, not America. Ciao!

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April 29, 2025 · 02:53

What is humor?

That is the question that we might get. CBC gives us (at https://www.cbc.ca/news/politics/donald-trump-election-canada-truth-social-1.7520212) the headline ‘Trump implies Canadians vote for him on election day, Poilievre tells president to butt out’ so as we see that even the honorable PP has had enough of President Trump. And the quote reads ““President Trump, stay out of our election. The only people who will decide the future of Canada are Canadians at the ballot box,” Poilievre posted on social media.” I would state that if it was humor that President Trump was after, we would have gotten the Guardian to give us ‘Conclave to elect new pope to start on 7 May, Vatican says’ with an added “The 135 Roman Catholic cardinals eligible to vote will meet at Sistine Chapel to decide church’s next leader, Donald Trump is now electable as pope” It would have been a gasser for 23% of the American population, optionally all the other christians too. But THAT didn’t happen. He chose his imaginary 51st state friends to seek hour with and that was not in the cards. So is my view on it all that America is about to default? With Canada as part of this, he might postpone the setting for about 2 more years and after that he will blame the loss of income by these stealing Chinese and Europeans. That might be the premise if he didn’t just blew up the Canadians and the Commonwealth at large with them. Because the Commonwealth as the larger national interest is not happy. Looking at President Trump, at present, we see someone like a nagging little toddler angry at the world because he cannot have his toy, which he never had and his mommy won’t buy him one because it belongs to the neighbour. That is what I see and I am pretty intelligent. The world is catching up with the setting I am seeing and now it takes actual journalists (more clever than me) to see into the dark abyss that is the actual American economy. Will they? The media is such an incestual lot, depending on the voices of shareholders, stake holders and their pool of advertisers and their incessant need for digital dollars. Whatever is left is for the readers. So how much unfiltered and unreplaced news will get to the readers? I ask you, because there is a chance that I can no longer tell.

So when we get “Trump went on in his post to repeat his argument that Canada joining the U.S. would be advantageous to the country, along with the false claim that the United States subsidizes Canada with “hundreds of billions of dollars a year.”” So as such, why would Canada even want this? He could just cut these so called hundreds of billions a year and pay his interest bill. So, is he just a deranged toddler crying over what he can’t have? I ask you, as the setting is shown to us, or does he want to give the voice to Pierre Poilievre so that he looks like more of a real Canadian? Because as it stands in this day and age there is only one choice for Canadians and it is Mark Carney and now HIS Liberal party of Canada. The is what President Trump fears, he being out of options, having to declare the Bankrupt States of America absolutely broke. It is, as I see it the news that President Putin and President Xi are waiting on. These two nations have the economists and the math skills to see that America is a sinking ship at present. A ship so rotten to the core that if beached it might make a decent island of opportunity and as I personally see it, the moment is no longer far away. It is about to happen and the settings we see now are an indication of this.

America did this to themselves. They proclaim to be the place of opportunity, but this opportunity is largely fake and only meant for those with the cash on hand, because a defaulted America doesn’t have retirement plans, it has no logistics in place to help the weak or sick. All that has been squandered by the Wall Street moguls and they pushed forward the economic wealth for the next best thing (at present it is AI) and when this too fail the ones who walked out in wealth took their money to the Bahama’s, Lichtenstein, Monaco or the UAE, that is where they will remain until 2070 when the dust settles with little or no survivors. The 150,000,000 outraged Americans will make sure of that and the little who had something and couldn’t escape will be the unwilling target of outrage. Those who knew got out fast. So at that point will President Trump and family be paraded to the audience in Lefortovo Prison in Moscow, or Beijing State Security Bureau Detention Center? You can guess, I do not know. I reckon that the zero tax nations might not want Trump in their midst as he would be seen as a cancer on their way of life and with a possible default, China or Russia might become his only option. He might try to buy a golden UAE visa, but I do not know if he has the billions required, he might make that claim but the nation giving him and his family these visas might want a deposit on hand and that is the claim he might not be able to do. America is about to get that dangerous a place. And even Pierre Poilievre might see that setting at present. 

So how right or wrong am I?

It is a fair question. My view comes from watching certain matters with the eyes of a hawk. It might be wrong, but the media gave the snippets of reality through the filtered information and in this I see the papers of half a dozen nations and they all respond to different stake holders and as such some information reached me and I filtered that information to seemingly data. Seemingly because the filtering was personal (and optionally wrong), but what choice did I have? Accept the journalist data that was filtered? That person would have been drinking brand X (the other gatorade). So I came to this conclusion and it is what you make of it, reset it, accept it or question it. It is all fair, but I didn’t post that we should vote for Trump, I didn’t start the tariff war that is costing America billions and I can go on from that, but you get the idea. 

Perhaps President Trump could keep his fingers still (off the keyboard) and his mouth shut? The is the premise that is starting this all. Make of this what you want. I am stating up front (actually now) that this is largely speculative. If there is a reliable journalist and a reliable economist you might get a better picture. So Canadians enjoy your Bundaberg Rum (Australia), Broken Shed Vodka (New Zealand), Bombay Sapphire Gin (United Kingdom) or Crown Royal Black Whiskey (Canada) and enjoy the outcome of the election with a new Prime Minister (hopefully Mark Carney), you’ve earned it.

Have a great day all, it is time for me to get some sleep (it’s 02:40) now.

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April 20, 2025 · 23:27

Rollback

That is the word of the day, I have always had that word in my vocabulary. The setting that any solution o programmed in Clipper had the setting for a rollback. This is how I grew up (growing up in the Clipper age was a little weird). You see, I had two settings. The first was the data didn’t change and as I was a ‘little’ verbose with my data creation there was the option of registering a data version, so that was the setting. We needed a rollback in several situations and that is where the setting ends. You see, today I got to see a few news lines. 

First there was Reuters (at https://www.reuters.com/business/aerospace-defense/boeing-jet-returns-us-china-victim-trumps-tariff-war-2025-04-20/) giving us ‘Boeing jet returns to US from China, a victim of Trump’s tariff war’, now that is a scrumptious hotdog to say the least. At almost $100 million, according to one source, that is a delicious snack to say the least and as we are told. China send it back. The tariff could cripple Xiamen Airlines as the tariff is 125%, and even as Reuters give us that the plane is a mere $55 million, we can say that the price difference is a little too much to be acceptable, the larger setting is that several players are trying to dam in the losses that are projected to become American losses. 

Most of us will have seen the trade agreements that China made with Mexico, so there is that. Then there is the setting we see at where Business Insider gives us the setting that ‘Some Canadian Stores Are Labeling US Imports With a T for ‘Tariffs’’ (business insider put it behind a paywall, so that’s all you get. And only three days ago I saw the headline ‘China’s Strategic Pivot from US to Canadian Oil Imports’ (at https://discoveryalert.com.au/news/chinas-pivot-canadian-oil-imports-2025/) I cannot vouch for this source, yet in that setting we are given “Data reveals Chinese refiners have slashed US crude purchases by approximately 90% between 2023 and 2025, redirecting roughly 1.2 million barrels per day (bpd) toward alternative suppliers, with Canada capturing a substantial portion of this market share.” So the first step to a change has been given and I foresaw these changes even as I never knew about the oil. So as I see it, these changes show billions upon billions in losses for America whilst we see damage to their export, their revenue making defense industry, their tourism and we can go on a little longer. Wouldn’t it have been great if America had a rollback setting for their elections? 

So as Goldman Sachs gives us “The decline in the world’s reserve asset during an episode of elevated volatility comes as investors are increasingly focused on the US’s growing debt burden and other countries are also increasing their borrowing. “Markets are dealing with a lot of competing factors right now — fairly significant drivers where it’s hard to trade all of them at once,” says William Marshall, head of US rates strategy in Goldman Sachs Research.” Really? Only now do we see “investors are increasingly focused on the US’s growing debt burden”, that’s about 4 years too late, but whatever. I saw (and reported on this danger for a few years at least). If the EU, Japan and China dump their bonds (that will be an expensive exercise) the value of the Dollar doesn’t just drop, it ends up having getting a CCC− grade (to give a mere view on the matter). At that point the imminent suicide risk will spike all over Wall Street (a clear but reliable speculation).

I reckon that the one dropping them first gets the best value for it, but after that it will be a quick fall to the luxury value of zero. But it is not just America, the bonds of the EU and Japan will face a similar risk, America is merely the highest as someone thought it was a great idea to introduce the tariff game to their economy. Global News told their Canadians ‘Avoid U.S. travel if possible, Canadian academics are being urged’ with others following in similar settings. The Detroit News gives us ‘Avoid U.S. or take burner phones, Canada executives tell staff’ and there are more sources that give us that, with the added “Arrivals of noncitizens to the United States by plane declined by nearly 900,000 people, almost 10%, in March from a year earlier, according to data from the U.S. International Trade Administration. Travelers are reacting to President Donald Trump’s trade war and to stories of harsh detentions at U.S. airports. Border figures show 4,970,360 came to the U.S. from Canada in March 2024. That number dropped to 4,105,516 travelers a year later. More visitors reportedly traveled from Canada to the U.S. in March 2022 under pandemic-related travel restrictions than they did last month.” I think that Canada is the most likely of number drops, but I reckon that it is not the only one. So as I see it, the danger is not only to Tourism, but business travel too and in that case, hotels in all the major cities in the United States will report on losses of 10% or more, so what does that mean for the value of Marriott International, who operates 9,361 hotels worldwide as of 2024. In addition there is Hilton who operates over 8,400 hotels worldwide. I have no idea how many they operate in the USA, but these are merely the two larger players, especially in the business travel setting. So how many businesses are under the hammer because of this situation? And now as Canada is growing closer to the Commonwealth and they will protect their bigger brother (Canada is 9.985 million km² and the UK a mere 243,610 km²) OK, Australia is 7.688 million km², away highly smaller brother than the United Kingdom. But that setting now gives us that these business meetings are likely to be held in the United Kingdom or Australia. Hilton and the Marriott will still get their coins, but the underlying issues will hurt America to a much larger degree. And as this escalates over the next month or so, the damage to America will increase. Additional damage as China and India rolls in as expecting ‘saviors’ to Saudi Arabia and the UAE will change global politics and global economics to a much larger degree. India will get new options to get additional Pharmaceutical products sold to Saudi Arabia and that is another slice of a billion dollars. Then we get the UK, Australia and Japan hammering on improving their slice of Optical, photo, technical, medical apparatus, as such the American slice of $1.39B will decrees a lot more. All this started with tariffs and basically this setting was staged by President Trump. I merely wonder what got into him to drive America to the edge of insanity (and bankruptcy). What a miss that politics don’t have rollbacks and I reckon that the lawmakers in America will push for a larger change of settings, because I am certain that the Republicans are desperate to see this damage undone and it is me personal believe that they will accept any other politician, even a democrat to undo the damage they are seeing right now.

A mere 21 hours ago we got (at https://jakartaglobe.id/business/indonesia-seeks-stronger-trade-ties-with-eu-australia-to-offset-potential-us-export-losses) that Indonesia Globe gives us ‘Indonesia Seeks Stronger Trade Ties with EU, Australia to Offset Potential US Export Losses’, which is fine by me as I love the Indonesian version of Bami Goreng with Saté Ajam with peanut sauce. The best dish I ever had, even now after a decade, the scent penetrates my nose, even as I haven’t had it in over a decade. So I am looking forward to stronger ties with Indonesia and I kinda miss the spices we had in Batavia (my weird sense of humor). But the stage is drawn as more countries seek replacement for America, their tariff becomes their setting for isolation and Australia will be happy to have ties with a country that has 281.2 million potential consumers. I already gave the premise to Saudi Arabia as they have access to something Indonesia desires. As such there are more players to take over the places that America is about to lose and lose more of them. Next in line are the international students who will seek safer places to be. In this Canada, the United Kingdom and Australia have good chances as they all have great places Oxford, and Cambridge might be the first you think of, but not everyone can afford these places. There is till the University College London, University of Melbourne, University of Sydney, University of New South Wales, University of Toronto, University of Manchester, University of Technology Sydney, University of Southampton. These are merely a Commonwealth grasp of those who are in the top 100 and I reckon that the losses for America start to add up now. And that was merely the Ivy League, America has more good universities and now that the international students will seek education elsewhere, the economic picture of America will deteriorate more and more. 

Wouldn’t it have been great to have some kind of political rollback in place? 
Have a great day and consider where you need to set your focus to next. 

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