Tag Archives: President Trump

The next dose

I was rudely awakened by something that suddenly hit me. You see, nothing in life is free, it is almost a given certainty, even the rising of the sun now comes at a price as we see it. So my brain woke up by the image I show you below

So, here we see that President Trump nullified its America contribution of 988 million dollars, but that money doesn’t come for free. I get that and I believe that the ‘hidden’ revenue is out in the open now. Consider that the World Health Organisation is ‘heralding’ the following “The World Health Organization (WHO) promotes comprehensive national medicines policies to ensure safe, quality, and affordable medication use. The “Medication Without Harm” initiative aims to reduce severe, avoidable medication-related harm by 50% globally, focusing on high-risk situations, polypharmacy, and transitions of care.” I am willing to bet the house that American pharmacies is pushing some rules to keep in business, as such it would be prudent that all these contracts are now null and void. President Trump opened that door. I am willing to be that Indian pharmacies are roaring to fill that place as such they would be starting a tremendous 2026. 

Now lets be clear, this is pure speculation and I reckon that the White House will be shouting that these ‘donations’ were just that ‘donations’, but the world is a lot more complex and the thread unravelled will open up all ready seeking partners is revenue and America seemingly closed that door yesterday. Now we need to know and to find out what the 988 million dollars enable America to rely on and close that off, the media is no use here as they are mostly under control by American stakeholders. And they are suddenly worried that they have to reside in other corners now. The pharmacies who were ‘enjoying’ this speculative advantage is losing that advantage. They relied on the status quo and president Trump obliterated that. And as I see it, The World Health Organization (WHO) Model List of Essential Medicines (EML) contains over 350+ safe, effective, and cost-effective medicines for priority health conditions, the question is who is pushing these 350+ names, so what is involved? Those who create that list will have some order of importance as to the ‘origin’ of that medication, it is updated every two years to guide national health systems. The list, including the EMLc for children, covers essential drugs like antibiotics, painkillers, and vaccines, with the 2025 update focusing on diabetes and cancer care. But what makes that list? I am asking as I do not know and how many generic Indian pharmacies are involved? It is the largest nightmare for American pharmacies. So as some are ‘hammering’ the ‘policies to ensure safe, quality, and affordable medication use’ but President Trump just blew away that setting, as such the Indian pharmacies now get a way in. What a lovely setting the White House allowed for. As such I foresee that Johnson & Johnson, Eli Lilly, AbbVie, Pfizer,  Merck & Co, Amgen, Gilead Sciences, and Bristol Myers Squibb are facing (a few) grey days now, perhaps not all of them, but some of them will and it is hard on the settings they now face as they are short in donations, about $988,000,000 short. And who exactly decides on “Medication Without Harm”? What are the foundational markers that make it medication without harm?
So this is pure speculation, but the easiest option is the greed track, it tends to go in foretelling ways and the foretelling way of greed is the easiest to read and to predict. But it also comes with the setting that I might easily be wrong. It is all set that America over the years have made demands for the $988,000,000 they are currently paying. If my premise is wrong, so is the viewpoint that I am creating here. So take care with accepting this point of view, because it is speculative and might be easily disproven, the question is, will it and is my point of view wrong? And if (a big if) I am right what will the American Pharmacies in 2026, 2027 and 2028 face? And if that is set, what more revenue will America be forced out of?

Have a great day today, time to see where the diner is coming from (answer: Rice and beads, with Salmon and hot sauce from my kitchen).

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Counterpart of the equation

I saw something this morning that made me giggle. The Sydney Morning Herald (at https://www.smh.com.au/business/banking-and-finance/trump-sues-america-s-biggest-bank-and-its-billionaire-ceo-20260123-p5nwep.html) gives us ‘‘Blacklist’: Trump sues America’s biggest bank and its billionaire CEO’ where we see “President Donald Trump sued JPMorgan Chase & Co. and its billionaire chief executive officer, Jamie Dimon, for at least $US5 billion ($7.3 billion) over allegations that the lender stopped offering him and his businesses banking services for political reasons.” Like a toddler crying that mommy isn’t giving him a popsicle. I personally believe that there is another reason, but that is not how President Trump flies. No, his ego isn’t ready for that yet. Although should the EU collectively dump the US treasury bonds they have he will cry different tune. I was aware of the danger for over 12 years, but David Kelly at JP Morgan gave us (around January 9th) that the USA is going slowly broke and the tantrums that President Trump has been handing out all over the place doesn’t help. Tourism down, Commerce down, services basically gone and that list goes on. So as I see it, what was ‘defined’ as “going broke slowly” might not be so slow anymore. And now we suddenly see that “the lender stopped offering him and his businesses banking services”, I have my doubts. You see, when a customer comes in one bank and that bank states you aren’t welcome anymore that person should state “I’ll take my business across the street”, the fact that President Trump isn’t doing that shows a much larger play that he is preparing for. You see, when the American economy implodes he needs to have all his fish on land. First there was the BBC, then The New York Times and Penguin Random House and that list goes on, as such there is more than a ‘theme’ going on President Trump sees what is coming and he wants to sleep in utter luxury but as I see it, whatever he has in America would become cannon fodder overnight. And for me it is optionally great. When certain players see what Microsoft, Amazon, Google and a few others left lying on the floor. The optional come in (I personally hope Tencent will be among them) as such (as I personally see it) the station of utter BS given to us all by the American administration where I particularly like the quote given to us by Scott Bessent “the U.S. is unconcerned by Treasury sell-off over Greenland and calls Denmark ‘irrelevant’” and the was for $100 million, but the EU has over $2.8 Trillion and that will require a very different response, but as I see it, no one is ‘handling’ President Trump, to the chance of Europe dumping whatever bonds they have is becoming considerable. Then there is the offshoot that Japan will dump the $1.2 trillion bonds they have and vice versa. Should Japan dump whatever bonds they have as the setting for Japan is seemingly more dire than they ever faced, Europe is sure to follow. So as I see it, the American Administration is roughly in a tough spot. As I see it, President Trump pushed for the visibility that JP Morgan Chase is gaining partially due to the underlying setting of David Kelly. What a tangled web we weave ourselves, innit?

So the first question I have for myself is “Could I be wrong?” The answer is yes, definitely. But ask yourself, why does President Trump go for the suing procedure when he could have taken his business across the street of Wall Street towards Goldman Sachs, Bank of America, Morgan Stanley, Citigroup, Barclays, UBS, Deutsche Bank, Evercore, Lazard, Jefferies Group, Wells Fargo, BNP Paribas. With that many banks with service in the offering, why take the ‘suing’ route? Political ‘discord’ has existed in financial institutions for decades. As such my path makes a lot of sense (is it enough?). And as it was JP Morgan who alerted us to the ‘broke’ setting the path of suing makes also sense. It comes across as “I warned you not to illuminate our desperate standing” even though I already saw this setting come to the United States in 2013 and the path of Venezuela and Greenland merely sugarcoated the desperate setting the United States is under. For that matter, when this is brought to light be decent journalists the rest of the financial media is pretty much done for. I saw as a non-economist what these overpaid people did not? It will be less then a month when others start screaming the names of the involved stake holders. As such it will be quite the parade and the United States? I reckon that as their infrastructure will implode, it will face a full scale civil war like the Netherlands faced it in the hundred year war (it was part about poverty, hunger and the plague, it went from 1337 until 1453) it wasn’t a complete staged war, but several battles in a short term and it was the daily setting for close to 5 generations. That is what the United States is looking towards and with the weapons we have now, it will be a lot shorter, but the deaths will be on an increasing scale. And as I see it, President Trump sees what is coming, and with the friends he has, he needs to be certain he gets the amount of money so that he can outlast three generations and there is not much place for him outside of America, so he needs to be certain that he gets what he believes he is worth, the best he could hope for in Russia (pretty much his one ally) is a two bedroom flat somewhere in the MKAD (Moscow Ring Road) is pretty much all he can get and as such he needs another option. Perhaps he will go the way of Escape from New York, where the entire island of Manhattan becomes his personal prison, population 3. It isn’t realistic, but any person can dream can’t they?

So whatever the real reason that gave JP Morgan and Jamie Dimon got them their ‘blacklisting’, I have questions and I have doubts. Suing is just so over the top. What would happen if I sue Telstra in Australia as they didn’t want me as a business customer? No matter how valid their reasons were, Australia has Optus, Vodafone, NBN, Aussie Broadband, Superloop, Dodo, Exetel, Swoop, AGL, Origin and that list goes on for a while. The entire America settings feels wrong. And that is merely my view on the matter.

Have a great day today, it’s Friday (yay).

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The Australian play

That is what I am seeing and it comes from Discovery Alert. We are given (at https://discoveryalert.com.au/gina-rinehart-saudi-arabia-exploration-2026/) we are given ‘Gina Rinehart Saudi Arabia Gold Exploration Joint Venture Unveiled’ and as I see it, it is good news for Australia. You see, she is as big as they come. By some estimates she is worth billions and she is listed as one of the 100 most powerful women. (They say that is nice). What is said is that she makes Rio Tinto look like the local grocery shop. I cannot say how that plays out because mining is not my cup of tea (neither is tea for that matter). What does matter that she can forward Australian mining interests and get the Australians to do that work. The article gives us “The global mining industry stands at a critical inflection point where traditional resource-rich nations face increasing pressure to diversify both geographically and strategically. Furthermore, the Gina Rinehart Saudi Arabia exploration play exemplifies how established operators navigate emerging markets that present compelling opportunities for companies willing to tackle complex regulatory landscapes and geopolitical considerations.” So whilst President Trump is making some play for Greenland, the short and sweet of it, that any mining operation will lack staff member (those who can operate a pick).

For the IT people really grasping in the dark on the subject, the image of such a device is shown above. It slightly resembles what you see in Minecraft. And when you consider how Saudi Arabia is diversifying, the quote “Saudi Arabia’s transformation into a major mining destination represents more than economic diversification. The Kingdom’s systematic approach to mineral exploration significance through Vision 2030 creates unprecedented opportunities for international partnerships, particularly with operators possessing proven track records in large-scale project delivery.” As I see it, the Australian Ambassador to Saudi Arabia (most likely in Riyadh) will be dancing in his office because Australia is likely to set the table with a large place setting for Australia. As such there is reason (for Australians) to be joyful. In a time where we are all hindered by American politics and the setting that we see through bully tactics is one that is all about America, but here Australia has the advantage. So whilst we are setting the stage through “The convergence of several macroeconomic forces creates compelling incentives for Australian mining companies to expand into Middle Eastern markets. Saudi Arabia’s mineral endowment remains largely untapped, with geological surveys indicating substantial gold, copper, zinc, and rare earth deposits across the Arabian Shield formation. Vision 2030’s economic diversification mandate allocates significant capital toward mining infrastructure development. Consequently, this creates favourable conditions for international operators. The Kingdom’s commitment to reducing oil dependency drives aggressive timelines for mineral exploration and production.” I would like to ‘translate’ this into In Saudi Arabia, when looking for the settings of Gold and Copper (other minerals too), Australia is the one party to talk to and as I see it, Gina Rinehart made that happen. No American required. Come to think if it, what drove these Americans away from such an opportunity? I get that Mrs Rinehart is in her ‘element’ but there are plenty of others who are that too. Is American (lack of) diplomacy now starting to annoy too many people? I actually don’t know and as my ‘geology’ lessons are basically limited to Minecraft, I have no idea how the moves of Mrs. Rinehart were. So in a time where everyone seems to be digging for rare earths, Australia is making its marker in Saudi Arabia. So we (read: Australians) have plenty to be happy about. 

And whilst the article also gives us:

As such there are plenty of reasons to be happy in these trying days and whilst people lacking geology knowledge (including me) do not see the advantage of: 

What Makes the Nabita Ad-Duwayhi Gold Belt Commercially Attractive?

The Arabian Shield represents one of Earth’s oldest continental formations, containing Archean and Proterozoic geological structures with documented gold mineralisation.
The Nabita Ad-Duwayhi Gold Belt specifically exhibits structural controls consistent with world-class orogenic gold deposits.

And as I see it, the message to America becomes “You snooze, you lose” which is something that Mrs. Rinehart wasn’t doing as she is now involved in the Joint Venture with Saudi Arabia.

You know it feels good to write positive things, things I had no control or influence over. I am just a happy writer making you aware that (as I personally see it) Mrs. Rinehart will be needing a lot of miners in the near future. 

So you all have a great day and it is almost time to make myself a plate with pasta, as much I am shutting down for the evening.

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The other direction

I have been upset for a few days as President Trump keeps on his bully horse and started to claim yesterday that those who oppose the annexation of Greenland will face tariffs. I don’t agree and I don’t accept that. But who am I? I am a nobody, my word doesn’t count. But I do have a sharp mind and I suddenly realized that there is another path for miners. You see, at present Discovery Alert gave us yesterday ‘Saudi Arabia Mining Investment: $110 Billion Plan Transforms Economy’, that I a noble setting and it allows miners who don’t like the Trump approach to Greenland to select another path. A nation that is using 110,000 million, is likely to have need for miners. The article (at https://discoveryalert.com.au/saudi-arabia-mining-investment-2026-critical-minerals/) gives us “The convergence of artificial intelligence expansion, renewable energy infrastructure, and digital transformation creates extraordinary pressure on mineral resources that were previously considered secondary commodities. This supply-demand imbalance fundamentally reshapes investment priorities, with institutional capital increasingly flowing toward jurisdictions that can deliver both resource security and operational efficiency. Against this backdrop, Saudi Arabia mining investment has emerged as a focal point for international attention, positioning the Kingdom as a strategic alternative to traditional mining powerhouses” also gives us “Geological surveys across the Arabian Peninsula reveal substantial untapped mineral deposits spanning multiple commodity classes. The Arabian Shield region, covering approximately 650,000 square kilometres, contains significant concentrations of both traditional mining commodities and critical minerals essential for energy transition technologies. These formations represent billions of years of geological activity that concentrated valuable mineral deposits across diverse terrains.

Recent exploration campaigns have identified promising zones for copper, gold, zinc, and rare earth elements. The geological diversity extends from volcanic-hosted massive sulphide deposits to sediment-hosted copper systems, providing multiple exploration targets across different mineralisation styles. This geological complexity creates opportunities for diversified mining portfolios rather than single-commodity developments.” When you are mining over 650,000 Sq/km there is probably a need for more than a dozen miners and that is where these people not too savvy on Greenland as a destination, to select the warm beaches of Saudi Arabia (they have really large beaches). So when we see mentions like ‘Mining Diversification Strategy’ I reckon that they will need manpower before too long and doesn’t that suck for President Trump? A setting where people get to chose where to work. Its a brand new day. And this is in the kingdom of Saudi Arabia, they don’t need to share anything with the USA, it is all for the kingdom. 

So while some people will ‘like’ to work and get into the good graces of President Trump. I foresee a larger play, especially when he is no longer in office (in 1099 days). I foresee a witch-hunt that we haven’t seen since Joseph McCarthy (1950) and this time it will be the democrats, so if you have a MAGA hat, you better play duck and cover, because it will be an uneasy time for any of these MAGA people, but beside that, all who catered to the needs of President Trump will be held under a loop and very precisely looked at. I don’t think that is right, but I get the sentiment behind this. So anyone with a different option would be in a decent place to accept whatever they can. And it is not just Saudi Arabia who is digging for rare earths, but they are the people with the coin and the area to explore. 

And that is not the only setting, as I see it, Saudi Arabia also has plans in the “Aluminium production, which requires reliable bauxite supplies and substantial energy inputs for smelting operations. Saudi Arabian bauxite resources combined with competitive energy costs create advantages for integrated aluminium production. This vertical integration captures value across the complete supply chain. Processing facility development emphasises environmental best practices and energy efficiency to maintain competitive positioning. Advanced smelting technologies reduce energy consumption while minimising environmental impacts. These improvements support long-term operational sustainability.” So as I see it, they will need more than miners. I reckon that plenty of jobs can be done by local Saudis, but some of the specialized people have a chance and they also need to train local population, so that comes (as I see it) with a second pay check, so in a time where the economy is bristling with dangers, Saudi Arabia could holding the better paycheck for people to consider. 

As I see it, the other direction is a lot more appealing in the long run, because as I see it, the American Administration doesn’t really think of the long run and I proved that with the previous article. 

So have a great day and I am almost at Sunday (a mere 150 minutes away). So enjoy today and if you are in Toronto, its almost Saturday Brekkie time, as such I wouldn’t mind being there and have another brekkie (then return to Sydney for a second breakfast).

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A call to arms

That is at the foundation of my thinking. When I saw the news ‘Trump threatens new tariffs on countries opposed to Greenland takeover’ (at https://www.bbc.com/news/articles/c9qpy952xvno), Al Jazeera gave nearly the same news, something cracked in me. I became agitated and as such something has to be done. We can threaten with arms, but my skill (beside a marksman) has always been my insight in data. And as Such I am calling the following persons to active duty of a sort.

There might be more, but they would fall under the ‘all other’ mention that the US Treasury has, it would be nice if China and Japan would stand with the EU and Nato, but they have their own ponds to worry about. But these people control $2.8868 Trillion in US Treasury bonds and with America now threatening those who stand with Denmark and Greenland with tariff sanctions, there comes a need to show that man who has the power and it is not him. As such I am kindly asking these people to sell (or dump) all the treasury bonds they have and give President Trump a decent headache of nearly 3 trillion dollars. 

I reckon that he will sing a very different tune soon enough. The entire setting of ‘national security’ is just an excuse for something else and I have voiced my concern more than once, but in this case it is a simple setting of “President Donald Trump on Friday threatened to place tariffs on nations that do not go along with his ambitions to annex Greenland.” And I feel for Denmark and as such it is time to turn the play around, because with additional trillions, America will get a new severe headache. One that they cannot run from because they never controlled their spending habit. I agree it is a bit much, but seeing that most of us are being made redundant whilst we see this happening and the media is going along with whatever story they are handed from the power players I a little bit too much for me, and as such I propose this solution. 

Perhaps this will wake up the American Administration into playing nice, there is only so much we are willing to accept. So have a great day, it is 05:30 here now and I am currently done with sleeping. It sucks to be me.

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Doubt

There are points where there is doubt, and then there are points where doubt does not come in. I for one have no doubt that President Trump is faking a lot, we see the rhetoric “If we don’t take Greenland, China or Russia will.” I don’t think so, but I have no data that sways me from one side to the other. Russia just got bitch slapped by Ukraine and NATO has no problem to do that to Russia a few times more. China has its own rare metals deposits all over China and as I see it, USA is broke, they need it more than the other players, especially as the oil tycoons don’t see an option in Venezuela. The other side is also about war drums. They will cancel every base America has in Europe. That is nice, but Rammstein is one hell of an investment by its soldiers in Kaiserslautern, when that goes the economy from that town gets a left cross, a right cross and an uppercut, straight into the wallet of that place, but perhaps Germany figured on those losses and will persevere. There are several other bases that gets closed down and I’m all for that, they attacked and they are now putting the fire under Greenland (Denmark too). Al Jazeera gives us less then an hour ago ‘Danish FM says Denmark, US still ‘differ’ over Greenland’ They give us that “US President Donald Trump says in a post on Truth Social that the United States control of Greenland is “vital” for his planned Golden Dome air and missile defence system.” Whilst 16 minutes ago the were given “Now, they’re willing to talk about the possibility of expanding US bases. The US has had a base there for many, many years. They have a base there at the moment, it has about 150 personnel there, but the Danes and the Greenlandic government are willing to discuss expanding the US military presence there. But Donald Trump says that unless it’s under US control, then anything less is unacceptable, and he’d like to see the US move into Greenland sooner than later.” And no one raises how broke the USA actually is, that is the crunch of it all and the is why President Trump needs Greenland, not for any other reason, because if national security was the issue there would have been a base expansion. Its really that simple.

ABC gave us 13 hours ago “He also said he would rather “make a deal” for the territory, but added: “One way or the other, we’re going to have Greenland.”” Which is feeding my ‘USA is broke’ setting, but nothing more than that. CNBC gives us a mere 13 minutes ago ‘Trump, Denmark have ‘fundamental disagreement’ over Greenland but will keep talking, officials say’ this makes it sound desperate, Denmark gave their answer and Trump now comes across as the teenager which is silenced by the girl stating ‘If you shut the fuck up, I’ll have sex with you’. Yes it sounds weirdly desperate and for the reason that he is broke, he needs to take that posture, because the moment he starts mining and not expanding the base and other settings they ‘need’ for national security, my point stands and the global media is shown as utterly useless, especially their economic columns. So I reckon that we can point at these media dodo’s at the next Davos in the desert and ask them whatever they aren’t seeing now, they’ll be getting their daily dose of news with a healthy set of sarcasm wherever they turn. Oh, and I insist on a published list of American Stakeholders, they might have done their jobs, but they get in the USA unemploymancy line, because as I see it, they are through in the EU and Commonwealth. But that is a setting for another day. Another setting Al Jazeera is giving us a mere 14 hours ago was ‘Why Greenland and Europe might have to offer Trump concessions’, I get it, it would settle the pressures that the USA is seeing and that would make Wall Street happy, but that still exposes the President Trump setting with a declines credit card. With “Europe might offer a minerals deal and greater US security presence on Greenland. But will that be enough to satiate Trump?” On one side there is the chance that the shorelines of the American east coast could rise 3-5 meters as there would be an enormous ice melt on Greenland, so happy us, on the other hand, what is left of Greenland would throw its lives in all kinds of hardship and that is not good. And I am a sneaky one, as Al Jazeera is giving us “Copenhagen is tooling up. It has announced $4.2bn in extra defence spending for the Arctic. And it is buying 16 more F-35 fighter jets (from, of course, the US). But even so, Denmark would have little chance against the full might of the US military.” There is every chance that those 16 F-35’s will be cancelled and they might buy the Gripen, or perhaps even the Future Combat Air System (FCAS), I think it is not a good idea to buy from the people that are trying to invade your domain, but that might be just me. 

All this whilst RFI gives us 11 minutes ago ‘Macron warns of ‘cascading consequences’ if US seizes Greenland’ here we see ““France is closely monitoring the situation and will act in full solidarity with Denmark and its sovereignty.” Macron’s comments came after US President Donald Trump said American control of Greenland was “vital” for a planned Golden Dome air and missile defence system.” And as I see it, there is some bad blood here too (something about submarines), so as I see it, almost all of Europe is up in arms about this and there might be some consideration that USA could end up getting thrown out of NATO, President Trump doesn’t care about that anyway (several quotes to that effect were given), which will free up all those bases in Europe as well and as Russia is now a mere shadow from what it was (due to the Ukraine) a different setting might be playing out and as that happens, when Russia and China are ‘discussing’ what to do with the USA, the average American will enter a new stage of being a third world citizen. Several mentions have been seen all over the media, but with the thoughts I saw from the data I have had in my possession for over 13 years, the setting sounds right, but I fear that this is where my opinion is not enough. When the infrastructure collapses, the average would be grateful to be a third world citizen, their lives will be worse than the lives the people had in 1932. By then, one of every four workers was unemployed. Banks failed and life savings were lost, leaving many Americans destitute. With no job and no savings, thousands of Americans lost their homes. This time around one in three will be without income, all pensioners are without money and millions will be without a home. And when these banks collapse they will be confiscated by others and picked dry like a vulture goes after the carcass of the banks. That is what I expect to see, but I will admit that my view is beyond gloomy (and highly speculative), the fun I am getting now is that others are hiding behind their AI systems thinking it is not going to be that bad. So they are using training on data that has not existed before, their AI systems are highly unvalidated and none of the remaining data was verified. So when they figure out what that will entail, others will figure out that you cannot train data on setting we have never seen before and that will crush their AI dreams (which never should have existed). And for the Americans wanting to avoid that, Saudi Aramco is giving us 

We are looking for experienced professionals in a wide range of fields including engineering, geosciences, drilling, R&D, as well as education, finance, law, and other administrative areas. We generally seek candidates who possess a minimum of five to 10 years of applicable experience. Innovation is highly valued here at Saudi Aramco, and thesis work that furthers the industry’s general knowledge of oil and gas exploration and production is of particular interest. Active participation in relevant professional associations is also looked upon favorably.

So up to 3500 people can escape the hardship that is coming for them. I reckon that I will try a setting with ADNOC, they also need people and I fear that large parts of the Commonwealth will be equally hit. Larger part of the Commonwealth ‘embraced’ the American setting for too long, these firms will implode and the need for data cleaners and data validators will not be in great demand, they are all dependent on firms based in the USA, and when that goes, 4 out of every jobs in that sector will vanish. Not a good thing. So whilst in doubt I say onto you, never believe one source and verify all you can, because you are about to make hardship decisions and that better come through verified sources, because you will be making too dangerous a decision on anything not verified or validated. 

That is life and that is the life you must avoid. And for those people stating that my words are harsh and stated on the way they are, I say “I get that and you are free to consider any option”, but this is how I see it and the fact that Greenland is still playing out is the reason that there is ‘wiggle room’ and if my setting of ‘USA is broke’ is wrong, so is this entire setting. But there have been economists (read: JP Morgan) who made similar claims and they are better at this then I am and when you take that setting with Venezuela my picture looks a lot more precise that anyone should consider wrong and 23 hours ago we were given ‘Venezuela Oil Revival: Years and Billions Needed’, The USA doesn’t have years and the oil tycoons aren’t willing to invest billions in that direction. It comes with the additional quote “According to TotalEnergies CEO Patrick Pouyanne, significant investment and time are required to restore Venezuela’s oil production capacity. TotalEnergies is a global multi-energy company that produces and markets energies on a global scale.” And that was for starters, so I get that President Trump must have Greenland, their 57,000 citizens sound more appealing than the 92,600 soldiers that Canada can set up that way when it tries to invade Canada, simple calculus and with that he is attracting the armies of the entire Commonwealth, he could win, but the losses for America will be great. And before we get to that, the USA banks will have cracked. No, Greenland is as I see it the only option he has at present. 

But there is doubt in a lot I said in here and there is a fair bit of speculation in all this, there is one thing I am decently certain of (no one is ever 100% correct), the USA is broke and it is about to show. Have a great day.

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The call from outside

That is at times the setting we anticipate, but is that always the case? The Guardian (at https://www.theguardian.com/business/2026/jan/12/jerome-powell-investigation-explained) gives us ‘Why is Trump’s justice department investigating Fed chair Jerome Powell?’ Personally when you make blunders the way President Trump is making them, you need one man in your corner and I reckon it is supposed to be Jerome Powell, the Fed chair is supposed to be impartial, as such he would be a tremendous ally, even as the setting stands, so what gives? Well, I reckon that some see that Stage four of the American collapse has begun. I think the same thing for other reasons but their voice fills the few gaps I had, so there it is. Ad the Guardian gives us “Powell publicly denounced the inquiry as punishment for not bowing to the president’s wishes on interest rates” too, right under the headline. As such we are also given that “Trump has long wanted the Fed to lower interest rates, claiming that cutting rates would save “$1tn a year” and spur economic activity.” But at present (as It stands) we are given “Economists have also sounded the alarm, warning that Trump’s attempts to influence the Fed could risk plunging the US into a period of 1970s-style inflation, and trigger a global backlash in financial markets.” And even as they have Jerome Powell, is not alone here. We are given “Powell alone does not set interest rates. He is part of the Federal Open Market Committee (FOMC), the 12-member board that votes eight times a year on any changes to interest rates. Though Powell is just one vote out of 12, he has enormous sway as the most influential voice on the state of the US economy.” And this comes with “Fed economists often refer to the central bank’s “dual mandate”: mitigating price increases, while keeping unemployment low. Cutting rates too quickly risks higher inflation in the long term, but rates that are too high can stagnate the labor market.” To translate this, we have a house, there are three element that can be set. The house can be built Fast<>Slow, The quality of the house can be High<> Low and the Price can be High<>Low. Now the game tells us that we can set two dials, the third is forced upon us. So we can have a high quality low priced house, but the speed will then be slow. You get the idea, the third dial never ever goes your way and that is what the Federal Exchange is working with and with that setting there are problems and the interest rates are the third dial. President Trump can blow all he wants like the big bad wolf, but the Exchange rates building is build out of bricks and mortar, not straw and not wood. So whilst he wants for pressure all around him, he is now facing the ‘beginning’ of what some call ‘Hyperinflation’, I am not one of them, because I lack the economic degrees to do this comfortably. But the signs have been out there. As Saudi Arabia and Chiba are selling the US Treasury bonds, the world is watching how America is drowning its own country. 

All this is happening whilst ABC gives us (at https://www.abc.net.au/news/2026-01-12/criminal-investigation-opens-into-us-federal-reserve-chair/106220038) ‘US federal prosecutors open criminal inquiry into US Federal Reserve chair’ and heart we are given “US federal prosecutors have opened a criminal inquiry into the US Federal Reserve chair, Jerome Powell, he said on Sunday, local time. Mr Powell says he was threatened with criminal charges because he had set interest rates based on economic analysis rather than politics”, as well as “The legal threat amounts to a dramatic escalation in a fight between Mr Powell and US President Donald Trump, with analysts saying it could affect longer-term Australian interest rates.” As I personally see it, President Trump better come with massively verifiable evidence. There is every chance that Jerome Powell will stat some liability case with a pay out in the billions. I reckon that this will stump the economy to a much larger degree, because whomever fills that chair (I have no idea who does) better not play the political game until this president is gone, as such President Trump for the most lost all the marbles in this game and he will not get any other marbles. As such several states will seek safety FROM President Trump instead of with President Trump and the White House. I reckon that if Texas and California seek such a solution the age of the White House getting any input will be swayed towards other settings before long,. But this last part is pure speculation. But the sentiment rings true. And whilst China is dumping whatever US Bonds they might still have, it will hit America much harder that they bargained for. So whilst the ABC gives us ““On Friday, the Department of Justice served the Federal Reserve with grand jury subpoenas, threatening a criminal indictment related to my testimony before the Senate Banking Committee last June,” Mr Powell said in a statement. The testimony concerned, in part, a multi-year project to renovate historic Federal Reserve office buildings. “But this unprecedented action should be seen in the broader context of the administration’s threats and ongoing pressure,” he said. “This new threat is not about my testimony last June or about the renovation of the Federal Reserve buildings. “I have deep respect for the rule of law and for accountability in our democracy. No-one — certainly not the chair of the Federal Reserve — is above the law.”” But that opens up another an of worms, all the evidence concerning the Tariffs are now brought into the light, as such all the claims the American Administration made on the profits ‘gained’ can now be brought into the light and it will merely take one democratic voice to add this to any testimony that is given and the game is up for this Administration. As such I reckon that this is a really silly move. And when you consider the idea that this is not how this plays. Consider that one of the questions that are entertained “Why are the interest rates increasing?” And it only requires one of the following answers in any related subpoena: “The tariffs weren’t giving us the revenue we were told”, “Tourism had much less revenue in 2025 due to connected issues shutting down” or even “Canada has been cancelling orders for many billions and we have to get the articles somewhere else and more expensive” any of these three answers are needed and all three are expected to come into that setting and they would all have raised interest rates. So how about that? President Trump seemingly shot himself in the foot yet again. A folly from start to finish.

And all this is a given, because the Guardian gives us (at the end) “A statement signed by every living former Fed chair condemned the investigation, and warned that similar political attacks on independent central banks have led to unstable economies and higher costs of living.” Because that is what people want, a more expensive cost of life. As such the entire issues is stupid, ego driven and self deflating. All that because the ego of one person seemingly goes against economic rationality. So good luck with that. 

So are we watching into what some call stage 4 of the American economy? It seems to fit, but I cannot tell because I lack the economic education on this, but no one is seemingly asking the economy boffins of the media either. Have a great day today.

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The view of a psychopath

That is in question and it is not on Trump or anyone else. It is the view of me. So as I ‘hide’ behind the numbers that the world shows, Am I the Psychopath? A case could be made that I might be a Psychotic sociopath or even a social Psychopath. All optional settings, but I need to investigate me, because the person who accuses all others from being nuts is mandatory required to investigate themself in that same process. We can go (at times) with everyone is nuts except me, but if you do not cross the t and dot the i you get an unbalanced equation and that equation is important in that setting and as such I investigate myself. 

In the past I have fervently given the setting that America is broke but the weird setting that no one else is saying that. OK, I found one voice, the voice of David Kelly (at JP Morgan) but is that enough? And the setting that the New York Times is giving us (at https://www.nytimes.com/2026/01/08/us/politics/trump-interview-power-morality.html) is a nice handle to use. We are given ‘Trump Lays Out a Vision of Power Restrained Only by ‘My Own Morality’’ where we see “President Trump declared on Wednesday evening that his power as commander in chief is constrained only by his “own morality,” brushing aside international law and other checks on his ability to use military might to strike, invade or coerce nations around the world.” Oh, we are given “use military might to strike, invade or coerce nations” and I am considering here that I am the psychopath? And for that matter, what president, king, or emperor is willing to forego international law? In what universe is that acceptable? I get that we get all the Saudi Arabia mentions, but Saudi Arabia is a monarchy and last I checked they are massively driven by Islam, and the Quran is their manifesto. It is a basic setting of morality, the morality of the Quran and I accept that. But for a western leader to say that he is forgoing international law is a stretch too far. So when the New York Times gives us “When asked what was his higher priority, obtaining Greenland or preserving NATO, Mr. Trump declined to answer directly, but acknowledged “it may be a choice.” He made clear that the trans-Atlantic alliance was essentially useless without the United States at its core.” We see an additional element of the setting that America is broke. It is willing to forgo NATO, even start a war with NATO all to get Greenland? Then we are given ‘Trump Considers Payments to Persuade Greenland Residents’ (source: Business Korea, Reuters has a paywall). As such as Greenland has 57,000 people, even at $1,000,000 each it would still be a bargain. But the American stinginess will come cropping up at some point. These are all actions of a broke nation. All in a setting where Wall Street is willing to remain silent so that they can remain in the party. That is at stake and no one seems to be realising this. And insight that I saw this moment come towards us 12 years ago, the fact that ‘at present’ it is arriving slowly is also important. It is important as the infrastructure will have been left to rot for years and that is before this generation get to collect their retirement and in 2030 the get the ‘last payment’ paper. Some will be only 60 years old. They will go through the rest of life owning nothing at all. That is coming and when others are in denial, I can wait. I will recall this message in 2035 and show the world how useless the economic media has been, they will not be allowed to say ‘it was for the good of Wall Street’ it will be the final straw of treason they face.  

So as I am investigating my psychotic setting, I feel that I have passed. As a psychopath I fail because I recognise the need for international law and as a sociopath I understand that other nations (like Saudi Arabia) have values etched in religion, not even my religion and I get that. So I fail twice over. But the New York Times gives us another person with the psyche that must be examined. So draw your own conclusions. And whilst your at it, why Is Canada, Venezuela and Greenland important? Anyone who has hit the limit of their credit card knows. You either have collateral that increases your value, or you find a stash of gold. The stash is found in Venezuela where they have the largest oil reserve in the world. It is not particularly useful, because that oil needs to be gotten and it is different from most oils. It has properties that makes it debatable, but the Guardian reports less than a day ago ‘Trump plans to use Venezuela’s huge crude reserves ‘to cut US oil price to $50 a barrel’’, do you actually think this will happen, or will he sell on and pocket that $10 per barrel for 30 billion barrels giving him the 300 billion to ease interest payments? And that is a simple setting, he might be in there years to vulture Venezuela as carrion eater for all the oil they can get. And that will take time and he is running out of time, so here comes Greenland with all its rare minerals and that gives America the leeway to let it run its creed and a little longer. But in the last setting he want Canada too, all this nations, not because of National Security, but because its credit card is running on empty and Canada is not budging and I for one am willing to aid Canada in its protection (the protection of Greenland too as the Queen of Denmark is originally Australian). So am I the psychopath of does that title fit another person better?

And in all this the economic editors of global news are now in the dock too, because I don’t have an economic degree and they do, so they should have seen this coming a mile away. ‘So whilst we are given ““Ownership is very important,” Mr. Trump said as he discussed, with a real estate mogul’s eye, the landmass of Greenland — three times the size of Texas but with a population of less than 60,000. He seemed to dismiss the value of having Greenland under the control of a close NATO ally. When asked why he needed to possess the territory, he said: “Because that’s what I feel is psychologically needed for success. I think that ownership gives you a thing that you can’t do, whether you’re talking about a lease or a treaty. Ownership gives you things and elements that you can’t get from just signing a document.” The conversation made clear that in Mr. Trump’s view, sovereignty and national borders are less important than the singular role the United States plays as the protector of the West.” He actually ‘hid’ behind “protector of the West” the folly of men behind tariffs, behind the setting of the 51st state mentions, that is the protector of the west? Begging for a Nobel peace price attacked Venezuela in seemingly contraction of International law. I know I am not the most versed person in international law, but I see a few hitches showing up just like that. And now he is ready to go to war with NATO if other means do not work out for him. So how is that sane on any level? Oh and for that matter, where are the United Nations in all this?

As we consider all kinds of options, I also recognise that I am the only one seeing what others cannot see, in the end I am an actual psychopath and I recognize the other psychopath in the game. Perhaps that is a truth, but as I recognized international law and President trump was said to have given the New York Times “his power as commander in chief is constrained only by his “own morality,” brushing aside international law and other checks on his ability to use military might”, so I might be okay, and there was the recognition of the Quran as a guiding principle for some nations. I fear that I failed the psychopath and sociopath test. Too my credit, I also failed the doctor test, I will apparently never be a doctor, so there is that.

Have a great day you all, I feel like the wicked witch of the west. It is 41 degrees in my room and I’m melting.

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Edge of the coin

That is as I realise the setting we are in. And I get it, I sound silly, but I was unaware of the scope of the setting (I will easily blame my lack of an economic education) but three parts came to my mind opening my eyes. The first part is seen on the BBC (at https://www.bbc.com/news/articles/cwyg1jg8xkmo) two hours ago ‘US discussing options to acquire Greenland, including use of military, says White House’ all whilst my previous article is 14 hours old. As such America is ready to go to war with NATO itself. And here we are given “US President Donald Trump has been discussing “a range of options” to acquire Greenland, including use of the military, the White House said. The White House told the BBC that acquiring Greenland – a semi-autonomous region of fellow Nato member Denmark – was a “national security priority”.” Which is as I see it a blatant lie, but I wrote about that 14 hours ago. The second part came from Houston (Texas) where (at https://www.texasstandard.org/stories/venezuela-oil-future-texas-development-trump-maduro/) we are given ‘From Caracas to Houston: How Venezuela’s oil future could affect Texas’ the direct takeaway is “President Trump is talking about rebuilding the oil infrastructure there. If you’re in the oil biz in Houston or Irving right now, what do you think this means for the Texas oil industry? Are we looking at the possibility that U.S. companies could rush down into Venezuela as a result of what happened this weekend?

Well, no, so it’s a crude quality thing, right? So if we just consider U.S. production and Latin American production in Venezuela specifically, U.S. shale is light sweet crude. It is very high quality. Venezuelan crude is low quality, heavy sour crude. And U.S. gulf coast refineries have been geared towards running this Venezuelan heavy sour crude, Mexican heavy sour crude as well.

And so it’s not going to impact U.S. production per se because it’s not going to be displacing that crude. The way, if you’re cynical, you can look at this is that the U. S. needs this Venezuelan crude and so that’s what’s driving President Trump’s efforts here.

You might think that this is ludicrous and to some extent it is, but there is another side. Actually two sides, but I will talk about this in a moment. The thirst side is given to us by the Guardian (at https://www.theguardian.com/commentisfree/2026/jan/06/the-guardian-view-on-trumps-capture-in-caracas-oil-matters-but-its-not-the-whole-story) where we see ‘The Guardian view on Trump’s raid in Caracas: oil matters, but it’s not the whole story’ where we see “US sanctions worsened Venezuela’s slump, but lifting them alone will not restore growth: the industrial base has been hollowed out and skilled labour gone. If US oil majors take a larger share of revenues, Caracas will be more cash-strapped than before. It is hard not to recall Iraq – not because Venezuela is Iraq, but because of how the decision was made. No single rationale was decisive about Caracas. Oil, drugs, ideological fixation and presidential ego all featured. Each was not enough on its own; together they saw Mr Trump make a high‑risk move with no clear endgame.” It didn’t hit me at first, but this kept nagging into the back off my brain. There were two parts that were missing (one actually). You see, we were given “Trump told NBC on Jan. 5 that it could take less than 18 months to revive Venezuelan oil production, with the U.S. potentially reimbursing American oil companies for their investment. “A tremendous amount of money will have to be spent, and the oil companies will spend it, and then they’ll get reimbursed by us, or through revenue,” Trump said. In his Jan. 6 announcement Trump said Venezuelan oil “will be taken by storage ships, and brought directly to unloading docks in the United States.” Energy Secretary Chris Wright is coordinating the effort, Trump added. Wright is meeting with oil executives in Miami this week.” You would like to see that this is more Trump BS but you would be wrong, the timeline does’t match. You see President Trump has almost exactly 1109 days left. Now consider that Chevron or anyone else picks up the baton, there is not enough time to make a decent profit and on the other had, the rather nasty side effect of oil is that a spark sets it off and President Maduro has plenty of allies in Venezuela. So either a massive army comes to Venezuela or there is another setting in place. That’s when it hit me, actually the Greenland setting left me with this. America is ready to go to war with NATO? At present NO DEMOCRAT is speaking up and Hakeem Jeffries leader of the Democrat party has been uncannily silent on these matters. I dawned on me that America elected an idiotic baboon as president because THEY ALL KNOW the party is about to end. They all know the debt they are in is about to spiral out of control and they need Venezuelan oil, Greenland natural wealth and Canadian resources to keep afloat (Canada might almost be out of danger) but America needs Venezuela and Greenland and that is thinly part to keep them afloat. Did Democrats actually think they could go in denial after the fact? 

They all knew and no one reacted, that is your America of today, they are no longer an ally, they have become a clear and present danger of Europe, the EU and the Commonwealth. Because after Greenland how much trust does an American hold? None at all.

I have to be crazy not having seen this before, we got swept up in the media cycles (they are now also an active part towards the enemies destination) there is no way all these Economic boffins didn’t see this happen. I might have an excuse as I have no economic degree, but they do not. And that needs to come out into the light. The global news is so whoring for Digital Dollars, they will side with the wind in whatever direction it goes. That was part 3 and part 4 of this. As I see it a whole America is part of this and I mightn’t have seen it before, but I am on the page now. So as I see it Europe and the Commonwealth have only one course of action. Immediately ban all American goods, ban all American travel, and ban all American services. It is now that simple and when we suddenly now get Democratic voices complain, they are too late. They had the option to voice concerns over three weeks but we got nothing. So as I see it, the Commonwealth needs to stand side by side with Canada as it is the third target of America and we need to do this now. There is no tomorrow. America needs to learn what a warlike Commonwealth can bring to the table. I still think that a partnership with China is preferred, but I get that this is politically a hammer to heavy to wield. So this is the edge of the coin, not Ione side, not the other, but in balance with too many elements. 

So even I get insights into missed corners of data and there will be plenty of people saying I am wrong (as I usually hear) but look at the evidence, the media gave you all the evidence you needed. Have a great day, unless you are American then you can have a terrible day as far as I care.

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The rage is real

I saw a message on BBC (at https://www.bbc.com/news/articles/c4g0zg974v1o) which made me a lot angrier than I am willing to admit to. A mere 8 hours ago we were told ‘‘We need Greenland’: Trump repeats threat to annex Danish territory’ and I get to the rage in a moment. But the media (the pussies they seemingly are) are merely ‘reporting’ on this. We are being told that “the US president said “we need Greenland from the standpoint of national security”.” We are also given “Trump has repeatedly raised the prospect of the semi-autonomous Danish territory becoming an annexed part of the US, citing its strategic location for defence purposes and mineral wealth.” It is the ‘mineral wealth’ that America needs and Wall Street can see the end of their markers, so they are keeping more quiet than a church mouse during service. We see that the Orange Bully Baboon of the Usurping States of Avarice is making his case, but the truth of the matter is, that truth that the reporters are never digging into is that America has a debt of 38 trillion (aka $38,000,000,000,000, I hope I got that part right) as such EVERY YEAR needs to come up with $1.5 trillion dollars (aka $1,500,000,000,000) in interest. That is before the pay off of the debt starts. That is plain ‘profit’ for the banks. So, remind me, what do you do to your child when he spends 90% of his annual allowance on day 1?
It doesn’t end well and now Europe and the Commonwealth have a nasty job, because America is not doing anything.

As I see it, the best setting is to impose isolationism on America. We have better travel destinations (Europe, UAE, Japan) we can impose more tariffs (the Orange Baboon apparently loves those) and we can stop buying all goods ‘made in America’, ask the Canadians how to do that. And we need to do this now, before that idiotic White House comes after Canada again. They think they got away with Venezuela and it is not over yet. As such the need for cash increases in America, as such they are now going after Danish territory. They are running out of time. And my thought are that Europe and the Commonwealth knock on the doors to China trying to make a better solution. When American goods are rejected, places like Huawei will readily open the doors. And don’t come to me with OpenAI and AI is the future. AI doesn’t exist yet and at present OpenAI is losing to Google, so there is that. 

Soon these larger players will have to chose between America and the rest of the world, the simplicity of 340,000,000 consumers versus 7,860,000,000 consumers. I reckon that these players will readily move their HQ to a European or Commonwealth location. And whilst the isolation begins America is now forced to go on an all out war or dwindle into irrelevancy.

That is not a bet I want to make, as such the Commonwealth and the EU need to arrange a setting through BRICS or directly with China to make this happen.

And for those who think I am overreacting, consider that President Trump said “Trump has claimed that making it part of the United States would serve American security interests due to its strategic location and its abundance of minerals critical to high-tech sectors.” And as the King of Denmark married an Australian, Australia is (as I personally see it) ready to go to war in defense of Denmark. And as that setting evolves, the Commonwealth will realise that they are not safe until America is dealt with. And I have no sympathy for America at present. I predicted this evolution in 2013. I will admit that I did not see America stealing its revenue, but that is merely on my own limited creativity. 

The setting is almost too clear, get rid of America or drown in their lack of spending control. I don’t think it is much of an equation to look at and in that second degree the EU and Commonwealth needs to start banning the American media as well. See how that goes when the advertisement money start falling short. I reckon that this might be the most effective of all bans. When the media can no longer get the digital dollars from outside of America, they will have to turn on America and that at present is not a good setting to be in. So whilst some laugh at Kate Miller and her map of Greenland doused in the American flag, some will see the danger of this and I reckon that several parties are already in contact with Beijing at present (phone: +86 10 8562 2709)

So how is that a solution? Well as I see it, there is only China now to stop America and the world needs a safe space and China might solve that problem and this is only needed for about two years. Then Wall Street and the American economy dissolves into nothing and America becomes a place for money vultures. I reckon that places like the Smithsonian will auction off what they have to get by the first year, but after that the new interest invoice is due and there won’t be anything left.  This reminds me of a story about a salesperson wanting to avoid hell, so he promised the devil an annual increase of 100% souls of his monthly quota of 100 souls and the devil agreed. So the salesperson feels happy and he is returning to his old life, but that is where the other side of the coin comes into play. In year two he is due 2400 souls, year three 4800 souls and it goes on, but the devil is a decently patient soul, because the sales person would have to surrender 5 billion souls in 24 years, more than the population of the earth at that point. The moral of the story? Don’t ever make a deal with the devil. There is no way to win.

And as I see it, the banks work in the same way, hence the problem that Wall Street shows itself to be. So what deal was there to be had in that field? Nobody was looking there were they? So the rage is real, I cannot get a decent deal in my life and the bullies get it all, so I wonder what we were doing in the first place. Have a decent day today.

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