Tag Archives: President Trump

The setting of the sun

That is what I saw, the setting of the sun. A simplistic setting that was about to happen since the sun came up. We got the news from the BBC. And we are given ‘I hacked ChatGPT and Google’s AI – and it only took 20 minutes’ I can see how this happens. It doesn’t surprise me and the story (at https://www.bbc.com/future/article/20260218-i-hacked-chatgpt-and-googles-ai-and-it-only-took-20-minutes) gives us the niceties with “Perhaps you’ve heard that AI chatbots make things up sometimes. That’s a problem. But there’s a new issue few people know about, one that could have serious consequences for your ability to find accurate information and even your safety. A growing number people have figured out a trick to make AI tools tell you almost whatever they want. It’s so easy a child could do it.” I think it is not quite that simple. But any ‘sort of intelligent setting’ can be fooled if it is not countered by validation and verification. It can give way to way to much ‘leniency’ and that is merely the start. Get 10,000 pages to say that ‘President Trump was successfully assassinated at T-15 minutes and the media will go into a frenzy in mere minutes and everyone uses that live feed in a matter of moments. So when a sizable Trolling Server farm connects the rather large settings of consumers to that equation the story is brought to life and that AI centre will be seeking all kinds of news to validate this, well not validate, the current systems corroborate. Now, lets face it, no non American cares about President Trump, but what happens when someone takes that approach with for example Lisa Su (CEO AMD) and stops her accounts whilst seeding this setting? You get a lot of desperate investors trying to place their money somewhere else. Whilst the trolls take their money, make is legal tender and buy all the stock in space and when the accusations are rejected they sell their shares with a nice bonus. Think I’m kidding? This is the result of Near Intelligent Parsing (NIP) but it cannot work without clear settings of validation or verification. So whilst we get “It turns out changing the answers AI tools give other people can be as easy as writing a single, well-crafted blog post almost anywhere online. The trick exploits weaknesses in the systems built into chatbots, and it’s harder to pull off in some cases, depending on the subject matter. But with a little effort, you can make the hack even more effective. I reviewed dozens of examples where AI tools are being coerced into promoting businesses and spreading misinformation. Data suggests it’s happening on a massive scale.” So what happens when economic settings lack certain verification and also is cutting corners on validation? Do you think my settings are far fetched? 

This was always going to happen and whilst economic channels are raving about the error of mankind, consider that “AI hallucinations are confident but false or misleading responses generated by artificial intelligence, particularly large language models (LLMs). These errors occur when AI fills in data gaps with inaccurate information, often due to faulty, biased, or incomplete training data” now think of what someone can achieve with doctored training data and that gets added to the operational data of any fake AI (NIP is a better term). This is the setting that has been out there for months and whilst organisations are playing fast and lose with the settings of credibility (like: that doesn’t happen now, there is too much time involved), someone did this in 20 minutes (according to the BBC), so do you think that Thyme is money, then you better spice up because it is about to become a peppered invoice (saw one cooking show too many last night).

What we are about to face is serious and I personally think that it is coming for all of us. 

So have a great day and by the way? And I just thought of a first verification setting (for other reasons, as such I keep on being creative. So, how is Lisa Su? #JustAsking

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Is anyone still in doubt?

That was the setting that was given to me by the Guardian, who produced ‘Mark Carney reminds Trump that Canada paid for key border bridge US president says he won’t open’ (at https://www.theguardian.com/us-news/2026/feb/10/trump-canada-windsor-detroit-bridge), this comes with the fun fact that the Guardian was trailing my previous article by several hours. So as we are given “Mark Carney said he had held a “positive” conversation with Donald Trump after the US leader threatened to block a new key bridge between their two countries, reminding the president that Canada paid for the structure – and that the US shares ownership.” This comes with the additional “Late on Monday, Trump posted a lengthy message on social media, falsely claiming that the $4.6bn Gordie Howe International Bridge between Windsor, Ontario, and Detroit, Michigan, had “virtually no US content”. The bridge is due to open in early 2026. In his post, Trump had also claimed that Canada owns both ends of the bridge and made a bizarre assertion that increased trade between Canada and China would include a ban on Canadians playing ice hockey.” So beside the ludicrous Hockey setting, and it is ludicrous as China has Kunlun Red Star is the most prominent Chinese professional ice hockey club. You know what? Because Canada has an evolving Chinese trade setting. Perhaps Prime Minister Mark Carney could invite Kunlun Red Star and let them play against some of the Canadian teams n Canada. Might be a sight to watch and whilst we all watch these games we could repeat the claims from President Trump on the big screens, so that the Chinese have something to laugh about to. So as we are given ““Now, the Canadian Government expects me, as President of the United States, to PERMIT them to just ‘take advantage of America!’ What does the United States of America get – Absolutely NOTHING!” he wrote.” As I see it, Canada paid for that bridge, as such the united States of America has a sweet deal here and there is another setting (my apologies mr. Prime Minster) it could open up a new stage of shipping Chinese EV cars to the united States, complete with Huawei routers (I have a sick sense of humor). But the story is not this, as I see it, after all the BS we are shown. I am more and more convinced that the United States of America is out of funds. The 2 billion due to the United Nations, we are also given that “In 2025, over $32 billion in U.S. clean energy and manufacturing projects were cancelled, largely driven by shifting federal policies, economic instability, and high interest rates. Impacting over 40,000 jobs, major project cancellations included EV battery plants in Georgia and Michigan, and massive offshore wind developments.” (Source: Fast Company) and that list goes on and when you get to the Jersey tunnel setting that is shutdown in the 11th hour, the only thing remaining is the lack of the US Bank Balance. The tantrums of the President of the united States might have something do to with the Epstein files, but when you see how hundred of thousands of jobs are thrown in the wind, I actually doubt it. The fact that the US can no longer foot the bills that previous administrations vied for and mostly opened funds for gives me the weird setting that we are watching the final hours of a functioning United States of America. And in this there is more, but there is no real link and it is a massive  speculation. You see, one day ago we saw (source: TechStock2) ‘JP Morgan’s return-to-office fight turns personal as staff warn of ‘career suicide’’ where we see:

I personally believe that it is set to the given mandate of secrecy, there are too many things you cannot keep under wrap in a hybrid workforce. I think that these last days might be massively lucrative for JP Morgan, but this is only possible when all heads look the same way and that is a non-option in a hybrid workforce. I believe that JP Morgan is seeing the water rise and it needs an attentive workforce (in the office) That is the setting that I personally believe is the case (remember: I could be wrong). And it isn’t only JP Morgan, other banks are in the same setting. As I see it, the party is over and to survive what comes requires a massive amount of focus and adherence to protocols. Now, I could be wrong, but the settings as they evolved over the last two months are giving me the shivers. Because when the economy of the United States goes down, Japan and the EU will take massive hits and I am not sure if they could survive these hits. Consider these points:

So, what do you think will happen with the US Treasury bonds when the US Administration forgo payment? Consider that you have maximum 6 months to see this unfold and when the US Bonds do take a dive, what will remain of the $52.1 trillion? (It is not a hidden trap, I actually don’t know how much of all this is in bonds, but it is a lot). Another connected piece of information comes from BitGet (source is unknown to me) where we see “JPMorgan Asset Management’s Chief Global Strategist David Kelly has issued a stern warning, stating that the current stock market boom is mainly supported by liquidity and the performance of large technology stocks, showing signs of a “bubble” and is clearly disconnected from the real economy. He described the current economy as a combination of “weak consumption, sluggish employment growth, and low public sentiment.”The report points out that the start of the first quarter of 2026 has been quite turbulent, with a significant reduction in consumer activity.” As such a bubble? And not connected to the economy? When did something like that ever go good? As such we see warnings from all over the field, but to see what is real and what not is anyones guess. You know if we have some kind of register where all this is put down? A place where we can rely on the information given? Because as I see it, the newspapers are too busy starting flames for their digital dollars and both these elements do not inspire confidence, but that might be merely me talking. 

So as I see it, with all the issues going on, it would be my (optionally fictive view) that a President of the United States would be bending over backwards to get allies, to get an active economy (not merely stating that is is beautiful) but that might merely be me. Although, Canada has a person in charge who used to be the Governor of the bank of England, what does he think?

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It was initially speculation

That is where I was this morning. I had a speculative view on President Trump, but with the news that CBC gave me a few hours later (at https://www.cbc.ca/news/canada/trump-gordie-howe-bridge-9.7081924) where we see ‘Trump threatens to block opening of new bridge between Windsor and Detroit’ and it comes with the statement ““I will not allow this bridge to open until the United States is fully compensated for everything we have given them, and also, importantly, Canada treats the United States with the Fairness and Respect that we deserve,” Trump wrote in the post on Monday.” So if people are willing to bite into this one sided setting, beware. The words “until the United States is fully compensated for everything” is a presumptuous setting that I might have been more correct than even I figured out I was. As I see it the United States is out of money, or perhaps more accurately they are scooping the final dollars from the bottom of their coffers and they are now in a day by day setting to figure out what bills to pay and which not (like the Jersey train tunnel) for that story see yesterday’s blog.

I wonder what commerce President Trump thought they had coming from the Gordie Howe bridge. And the ‘sort of’ response that Canada received was “Trump made the threat amid a 299-word post in which he said Canada has treated the U.S. “very unfairly for decades,” complained that the bridge was built “with virtually no U.S. content” and repeated his criticism of Prime Minister Mark Carney “wanting to make a trade deal with China.”” We can snigger all we like against the response which might be considered one of the least intelligent and least fact laden responses that any government has EVER received. And as I see the debt driven United States flex whatever lard they have, we see that these are the final acts of a nation that has no more. It wanted a debt driven society and now you see what it amount to, less then nothing.

Could I be wrong? That is always a fair question and I believe I am. I saw these settings evolve from the stupid attempt to convince that Canada might become the 51st state, then Greenland, after that Venezuelan oil and Venezuela, like a desperate crack whore trying to get one more score. And now that all this is failing they are stopping the Jersey tunnel (for which funding was already achieved before Donald Trump became President Trump and now we see the Gordie Howe Bridge, optionally one of the the last straws that could bring commerce to Detroit. When you see all these settings and after they already shutdown the building of wind farms (some speculated that this was to appease the oil owners). All whilst President Trump is shutting down higher education to some degree. As CNBC gives us with ‘Trump’s ‘big beautiful bill’ may spur significant changes to higher education in 2026 and the rise of ‘un-college,’ experts say’ (at https://www.cnbc.com/2026/02/08/trump-big-beautiful-bill-college-education.html) where we see “Ballooning college costs and the student loan debt that goes along with them are partly to blame. New borrowing limits for 2026 under President Donald Trump’s “big beautiful bill” are another factor. Plus, students are increasingly seeking job training and career-driven pathways to secure a foothold in today’s softening labor market.” When you take away the boasting elements we see that the United States can no longer afford the streams they themself instigated and whilst the world is becoming more and more aware that AI does not exist (merely Near Intelligent Parsing (aka NIP) which amounts to DML and LLM) and all these settings are getting a front seat at the legal court cases that are now under advisement. 

We are getting Legal Misconduct/Hallucinations (Australia), Copyright Infringement (Disney and Universal), Training Data Disputes (GEMA won a case against OpenAI), Evidence Issues and AI in Sentencing. Then there is a chance that I have a case against parties in Singapore and the United States over what could be AI abuse of my Intellectual property and whist some ‘claim’ that this could be set to $1,500,000 per case I am looking at an optional 6,000 cases, so I might be wringing my hands fairly soon (unless a deal is made). We are seeing all these events in play all whilst that so called “Trump’s ‘big beautiful bill’” which could be another setting for a ‘dream castle in the sky’ or at least that is how I would like to phrase it. All these elements seem ridiculous, however it amounts to the setting that the United States are out of money and that is before they consider that the $500,000,000,000 towards StarGate LLC might be a wash (basically a massive write-off). If you want to consider that I am wrong, feel free to do so, but I do request that you take a hard look at the fact that the media isn’t giving you because I made mention of this setting as early as July 8th 2024 in ‘Two issues caught my attention’ (at https://lawlordtobe.com/2024/07/08/two-issues-caught-my-attention/) and I made more mentions earlier than that and the media is ‘caught’ unaware? 

So, do you think that I am merely speculating? Or is there something to be seen? I am not telling, I am asking. I gave my version and you are seeing why is playing. In the first, why would President Trump stop a project that has assigned funds and would secure the new jersey line for another century because he is demanding Penn Station and/or Dulles Airport after him? Are people nuts? There is more in play than the sanity of one man, because if that was true Wall Street would have made a massive outburst in the direction of the White House, but they remain silent. Why? I believe that I was right all along, but I understand that my word might not be much towards others. As such you should investigate yourself, it is only the best you can do. In the meantime, I will stand with my Canadian brethren, because that is what a Commonwealthian does. He (She also) stands with his brothers and sisters.

That is what I have to say over the situation as I see it, it might be speculative, but too many facts seem to feed this speculation. I will leave it up to you to decide if this is a mere speculation or my brain going nuts, or perhaps there is more.

Have a great day today.

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I was seemingly unaware

It happens, at times there are things I do not know. Most often because I don’t care and this was about the USA, as much I kinda don’t care. Through YouTube I got the news that President Trump stopped the the Hudson Tunnel Project in New York City. According to the source the funds are stopped until Donald Trump, gets Penn Station in New York or Dulles International Airport in Washington, DC after him. To be honest I have never witnessed any president of any nations to be this self absorbed and (according to some) be the highest Russian mole ever to be inserted in the American administration ever. As such the US administration has evolved a long way from senator Joseph R. McCarthy to a president that appeases the needs of Russia. Yet, in all honesty it might be the craziest thing I have ever heard, so whilst everyone it willing to set this to paint the crazy man in the White House. There is the setting that is also being appeased (by me). I don’t think that President Trump is this crazy. I think that he merely wants to be seen this crazy. Consider that Wall Street, the Senate, Congress and the Judicial setting of America has plenty of really intelligent people. As I see it, he is stalling. And the setting I see “GDC says an extended suspension will put at risk approximately 11,000 construction jobs, as well as the 95,000 jobs and $US 19.6bn in economic activity that construction is anticipated to generate overall. It adds that delays to the project increase the risk that the North River Tunnel, which is due to be extensively refurbished under the project, will have to close.” Which is given to us by the International Railway Journal (at https://www.railjournal.com/financial/judge-offers-hope-for-hudson-tunnel-project/) and I am currently stopped by the 20 billion dollars and the 95,000 attached jobs. What if America is now in a much tighter schedule? What is the money isn’t there and this administration is looking for a way out, is playing the court jester (even though he is nowhere as gifted as Rigoletto, court Jester of Doge Enrico Dandolo) and we are all buying into the jester act. And as this administration is allowing for these events, even though we are given “However, the US Department of Transportation (USDOT) began withholding federal funding for the Hudson Tunnel along with the Second Avenue Subway project in New York City in October, stating that the requests for payment could not be processed pending a review of the projects that it had ordered.

GDC warned during a board meeting on January 27 that available funding and credit used to keep the project going would run out on February 6, forcing the suspension of work.” We are also given that this ‘delay’ is merely temporary. And all these settings give me the feeling that these acts are merely that, acts. And as I see it the stage is that the United States is now running out of money. There are too many settings that do not make sense and all the money draining settings are either cancelled or (like wind farms) or delayed as much as possible. And that setting does not compute with me. As we are seeing that there is yet another ‘crazy’ kink in the cables of the America Administration, I believe that there is more under the hood and whilst certain people are using whatever stakeholder they can to avoid digging into the areas that matter to get a clear picture. 

So whilst I will consider the thoughts on how entertaining Rigoletto was in 1201. So, all you have a great day and I will see you on the flip side of things. Have a great all, its too early for breakfast in Vancouver, but early breakfast in cold driven Toronto feels fine to me (its 29 degrees and almost 22:00), way too warm for me here at present.

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Repetition to be

This is what happens, I was rereading my last article (read: blog) and I noticed a few things. I stand by my word, but it could have been said more clearly and as I saw another piece of evidence, I thought it was important to add this to the ‘current’ (as in previous) article. I like clarity although plenty of people have an issue with the ways I write and it should be said that I don’t write for the masses. It just isn’t me and I am not here to win hearts, I leave that to the George Clooneys out there. 

There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions and France is shifting 500,000 workstations to open source software, equally schools and public sources are making equal changes. Then we get Italy who is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. The EU in general: Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. 

So as we see at present what some say will happen when President Trump switches the ‘internet’ to OFF and there is more happening and some presented stages are ahead by a decent amount. This implies that a large amount of up to 450,000,000 accounts are switching (I am assuming here the nearly all Europeans have some sort of Microsoft account). Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. 
Microsoft is seemingly doubling down on everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build (I cannot say how many of them are Microsoft), when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and we will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this brain-drain will complicate life a lot more than they are happy with. 
So as Microsoft is now seeing this noose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for assumed revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? And they are unlikely to be all Microsoft data centres, but there will be a fair amount. So what happened to that StarGate project? The information that I saw (source: CNBC) was that “10 data centers were being built in Abilene, Texas, with plans to expand to more states and countries, like the United Kingdom, Norway, Japan and the United Arab Emirates.” There is more to this and in light of these Data centers giving whatever they have to the United States, what are the plans now for the UK and Norway? And there are more questions for the UAE, how clear is it that they are handing over their data to the United States (OK, I apologise, they merely get insight into all data that is managed by an American firm, but does that not amount to the same thing) because Oracle, OpenAI and Microsoft are American firms. So I have no idea how Softbank fits into this as it is Japanese. As such, is Stargate LLC still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chunk of the $700,000,000,000 that is due in 2026 (not all of it is Microsoft). So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

And here the news separates a little as I was given a few hours ago (at https://www.cryptopolitan.com/qatar-taps-microsoft-to-build-ai-systems/) that ‘Qatar taps Microsoft to build AI systems to cater to government services’, as such dies Qatar knows what ‘befalls’ their data? The article gives us “The platform is also expected to help the ministry develop and deploy intelligent AI agents, an automated system capable of handling tasks ranging from processing applications to answering queries, without the lengthy development cycles traditionally associated with government IT projects. The factory will be built on Microsoft’s technology infrastructure and will be designed to integrate easily with existing government systems.” Yet as I see it, America has insight into all this because of the CLOUD Act (2018): 

So at what point is the setting “disclose data (emails, files, etc.)” even if there was a legal reason, the term ‘files’ is seemingly not limited, as such it could be anything and that is a hard pill to swallow. Before we know it it will contain any IP stored and I wrote about that risk (not connected to the cloud act) because of the debt the US had at that point (I think it was merely 25 trillion at that point), The danger that a desperate government will go looking through all that IP out there presented a little too much danger for my senses, so I made a lot of it public domain. I might not end up with anything, but no-one else will get those marbles for their own greedy needs. As I see it, the big-Tech doesn’t really like Public Domain, but that might be merely my gut feeling (which has no relation to any academic setting). Does Qatar know what it is in for? Perhaps they are, and a lot of it is wildly ‘rejected’ by influencers who are trying to ingratiate themselves to whomever (I mostly don’t care) 

The second bit of news which I saw just an hour ago and was published last year (at https://www.xda-developers.com/libreoffice-is-right-about-microsoft/) gives us ‘LibreOffice is right about Microsoft, and it matters more than you think’ here we see (written by Simon Batt)  “I reported on LibreOffice accusing Microsoft’s “artificially complex” Office XML format of being a “lock-in strategy.” The basis of LibreOffice’s argument was that Microsoft’s usage of the XML format deliberately locked people into using Office over open-source software. It also touches upon how Windows 10 is losing support soon, and how people are being corralled into Windows 11 whether they like it or not. However, LibreOffice touches upon an interesting point. While Microsoft is to blame for its practices, the fault also lies with us a little for going along with it. And you know what? They’re totally right.” It is a different setting and it sparked memories I had regarding the war Microsoft had with Netscape in the 90’s. 

Now that the world has LibreOffice it has choices, but because of the actions of the White House no one has a clue how the world will be hit and in what way. We can no longer trust someone telling us that it all will be fine, because that setting is as I see it near impossible. 

So, what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and this is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is as I see it in a bind and it is largely their own fault. For me it is a little more complex, both Snowflake and Oracle are American companies. What happens there? If the US Administration wants to ‘hijack’ that data, the cloud act of 2018 allows them to do that. In how much danger are we really? I am willing to trust both Snowflake and Oracle. It is the US Administration I have little (read: no) faith in at present and that is not going away any day soon.

As such, I hope I am a little more clear now and I added a few more facts to this, so it is as I personally see it a win-win setting (for me at least). So, have a great day today and I will try to be a little more clear next time around.

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Sighting the noose

This is almost a real setting. There is still a abundance of speculation, although I have been in IT for over half a century, as such I can rely on presumption. And as the events are coming to pass, we are seeing elements. I personally think the Microsoft is not in a good place, although that part is speculative. You see no matter what OpenAI does, it will fail and it is running out of time. No, this setting comes before that. The EU is largely rejecting Microsoft and what they bring. In Germany at present 30,000 employees are switching from Microsoft to solutions like LibreOffice and Open Xchange. Denmark is switching more profound to similar solutions. France is shifting 500,000 workstations. To open source software, equally schools and public sources are making equal changes. Italy is switching 150,000 PC’s towards open-source platforms, Austria is already making the shift, at present if armed forces have shifted to open-source. EU (General): Due to GDPR, European regulators have challenged the use of Microsoft cloud services over data transfers to the US. We see at present what happens when President Trump switches the internet to OFF and there is more happening and some are ahead by a decent amount. This implies that the bulk of 450,000,000 accounts are switching. Just as they are deeper into the ‘fake’ AI setting and with the GDPR in place they cannot copy what is not in ‘their’ cloud. It is happening now, so don’t take notice of the doom speakers. Microsoft is doubling down in everything to make these copies happen before they are switched off. I don’t think they will make it, or at best a partial download and that will affect those 770 data centres that are being build, when the EU and its data falls away, I wonder how many of these centres will be canceled (for the weirdest reasons) and will see a new complication. You see all these firms who ‘abandoned’ over 150,000 employees will suddenly see that this braindyain will complicate life a lot more than they are happy with. So as Microsoft is now seeing this nose coming towards them (or they are walking towards their noose). What matters is that the timing was off and the bully tactics of President Trump will show them, that they came short of what they needed. If only they had 6 more months (or if the president would have behaved himself) they might have made it, but now as the world awakens that data is currency and they were about to be robbed of everything they had, the US will now need a different path, because when the data viability would be locked to the EU, and the US and most of the US corporations will be pushed in the open and lacking 450,000,000 data bringers a day, their setting for revenue will go basically into the toilet.

Did you never wonder why the USA needed 770 data centres? So what happened to that StarGate project? Is that still happening? It is stated to be costing 500 billion? So what happened? All questions, but the doom speakers are out there. Even I am getting messages on LinkedIn on how the data goes dark if President Trump throws the switch. Why was I included? By a person I had never heard before. The US is now nervous because the EU will get others (read: Commonwealth nations) to do the same thing and as I see it, there is well over 80% chance that LibreOffice will be the most popular solution in 2026 and everyone is likely to switch. As such Microsoft just gained a lot of data space, but that might be merely my sense of humor. 

As for their “AI” settings, that system that would be doing a lot by “AI” and whilst we were told that “Microsoft is deeply integrating AI across its operations, with CEO Satya Nadella stating that 20%–30% of code in company repositories is generated by AI”, so whilst everyone is rejoicing, we should also consider that we still see (on a daily basis) that email delivery failures (blocked as spam by Outlook/Hotmail) or job application rejections (rejected by automated systems or after interviews) are still the setting of mainstream (not small exceptions) and that is the setting that comes with a dwindling consumer setting and Microsoft is spending a rather large chink of the $700,000,000,000 that is due in 2026. So what happens when your customers reject you, but the bills are still due? Yup, that noose is coming towards Microsoft nicely. It is apparently a not so nice event, did anyone tell Satya Nadella this? I reckon we will see a much more serious Nadella now that he is going the way of the noose. 

But what will the rest of the world do? When they realise that the US has access to all data in data storage with American companies? I reckon it will upend the US economy to the largest degree and I reckon it is just the beginning. The red lights of rejection are glowing in more and more places and none of them are nice. President Trump made sure of that with his tariff threats and now that the settings are coming home to play, it is even more interesting. What will some do? What will the EU do and I reckon that the Middle East are looking for their own solutions, because they are clued in enough to see what is coming their way. It becomes a setting where no one trusts the United States and what they want requires trust, it is no longer there, so Microsoft is in a bind and it is largely their own fault.

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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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