Tag Archives: President Trump

August 10, 2026 · 11:39

Moments to drink to

So, as I took notice to the settings in the CBC (at https://www.cbc.ca/news/canada/us-booze-bans-canadians-9.7300293) where we see ‘U.S. booze might end up back on Canadian shelves, but have we lost the taste for it?’ Where we see “Majority of Canadians say they won’t buy American alcohol if it becomes available again, recent poll shows” and that is merely the beginning. I (as an Australian) am also shunning American drinks and I am not alone in this. Optionally a fair share of people in the UK are on that same setting. And there are options for us. I for one am a fan of French Cognac (Martel/Hennessy), Australian Rum (Bundaberg), London Gin (Bombay Sapphire) Finnish Vodka (Finlandia), Swedish Vodka (Absolut) and there is Scottish Whiskey, prettier stated Scotch (Glenfiddich), Italian Limoncello (Villa Massa) and optionally Ice Wine from British Columbia (never had it, but I am curious) and there are plenty of Wine suppliers in Australia, Germany and France to have a clear setting of shunning American alcoholic goods. If there is 1-3 ‘essential’ drinks that are unique to the United States we can avoid them and shame all the friends who will go to that venue. That is the effect of the bully tactics with his 51st state remark. So even as we are given “So when she read on Friday that Canada was prepared to lift a ban on American alcohol sales as part of its trade negotiations with the Trump administration, Anderson says she felt disappointed. “But just because it goes back on the shelves doesn’t mean that sales are going to go back to where they were. The damage has been done,” she told CBC in an interview.” As such I am willing to bet that this was an empty point in the settings of the Prime Minster (Mark Carney), because he knew how much Canadians and Commonwealthians were shunning alcoholic good from the United States. A bully tactic that is costing that industry their foothold in several nations. So his beautiful big bill of bankruptcy is coming along fine. So when I see “Support for a continued boycott of U.S. alcohol was highest in British Columbia, where 80.9 per cent of respondents said they were unlikely or somewhat unlikely to buy U.S. booze again if it’s made available. That was followed by 74.7 per cent of people in Ontario and 73.9 per cent of Quebecers who said the same, the poll found.” I merely wonder how steep the decline is in the Commonwealth as a whole. So while we see “Trump has threatened to impose 50 per cent tariffs on some Canadian goods on Aug. 19 if Canada fails to lift some retaliatory trade measures against the U.S., including the alcohol bans. Those bans date back to early last year, when several provinces removed U.S. alcohol from the shelves at their respective liquor boards in response to Trump slapping a 25-per-cent tariff on Canadian goods.” There is a larger setting because as industries are failing to make revenue, more and more brands shutdown and they can all put the blame on the Trump Administration and even as Canadians remember how Howard Lutnick was (almost crying) like a little girl, they feel no sympathy and they remember the words given to them in “U.S. Commerce Secretary Howard Lutnick criticized the current version of North America’s free trade agreement on Friday, calling it a bad deal and taking aim at Canada’s trade strategy ahead of upcoming negotiations.” And as I see it, it was what there was, in light of the 51st state banter and they reacted. So whilst the Prime minister might concede to lifting that part, the population of Canada to buy it, is another matter, it could merely gather dust on the shelves, right next to the elves there who will not be called into service for another 14 weeks. As such I wonder what will be left of the America distilleries and breweries in December 2026. Let alone (I believe) that Monty Python remarked that American beers were like making love in a canoe, it was fucking close to water. As such they could resort to Canadian, German and Belgium beers and there Canada could make trade deals too. A setting that set disaster all before President trump opened his mouth and whilst we see another dump of tariffs, the legal side will prove him wrong twice again and that is the setting of another nail of defeat in the bat of midterms. It all could have been avoided with proper respect and tally the losses that the United States are currently facing. So, as the Financial times is giving us ‘Will US inflation be cool enough to trim bets on a September rate rise?’ We have to wonder what the story is with all this whilst we also see ‘Greenback drops as weak US jobs data pushes out Fed hike expectations’ and we see “The US economy lost 23,000 jobs in July, the Labor Department said, compared with economists’ expectations for an increase of 80,000 jobs, according to a Reuters poll. The US unemployment rate fell to 4.1 per cent as the labour participation rate fell to a near five-and-a-half-year low of 61.4 per cent.” I am not sure what numbers to believe, but the overall picture puts the United States in a harmful place and the danger of self harm is clearly there, so whilst we get pumped up results in one area, the setting of ‘unfair treatment’ (a cry story from Howard Lutnick) give me the shivers, because if the media to a larger extent is pushing overhyped results in one area, whilst drowning out the negative stories on the other side there is seemingly no good US economy, it is (figuratively) an economy above a sinkhole and that tend to lead to disastrous settings. As I see it, the Trump administration should have played a different game from the start and as we see ‘The US has collected about $19b of Venezuela’s oil money. Where is it?’ (Source: AFR) with “The Trump administration has collected more than $US13 billion ($18.6 billion) in revenues from Venezuelan oil sales this year, according to FT calculations, but has said almost nothing about what has happened to the money.” The sinkhole it is set above is becoming more and more distinct and there is no escaping the fallout of that event and that is before the other elements start playing out, because they will come in the worst time possible. So we could say “We’ll drink to that”, but for the 340,000,000 citizens of the United States it is not good news. As such there is a rather large issue forming and it is not tendered to by American alcohol. Merely by other nations suddenly getting a windfall coming from American insults and those people at any given time will stand with Canadians and that lesson is about to hit hard in Washington DC. 

So have a great day this day.

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August 8, 2026 · 02:10

Disaster through media

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

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

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

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August 7, 2026 · 14:49

By presidential appointment

This is a situation that happens, it usually doesn’t intent on that president making it happen against his will, but here we go. This morning I saw an article by the BBC that made me giggle. It was (at https://www.bbc.com/news/articles/cy8mjd19xm7o) where we see ‘Trump denies US weapons shortage and says information ‘leakers’ being ‘hunted down’’ So what gives? Well, first lets take a look at a few categories. You see a ‘leaker’ gives us “a person who gives secret or private information to the public or to news reporters without permission.” We then get “Whistleblower: Someone inside a government, military group, or private company who exposes hidden or illegal actions” but the most critical setting is that this person wasn’t called ‘liable’, ‘a fraud’ or a few other settings. President Trump called that person(s) was called “suspected of leaking information” the implies that the numbers might be right on. In addition we see “The U.S. has massive amounts of ‘munitions,’ especially of certain types”, so what types? We see “The US had over 3,000 Tomahawks before the Iran war” and “The stockpile could be back to 3,000 by 2031” and the chart it gives is from the Center for Strategic and International Studies. With these numbers are based on “Figures based on requests made in 2026/27 US military budget but not yet passed” this is just the numbers of the tomahawk, as stated 1000 have apparently been fired, I cannot vouch for that, but I am willing to go with these numbers and that doesn’t mean that there is a shortage, but this clambake has cause the United States to fire one third of its missiles, which is another problem. 

So then we get that “Trump posted on Thursday morning. “Additionally, large amounts are being manufactured and shipped to the US as needed.”” This is contrary to what I saw, because as we are given that the replenishment of the Tomahawk will take 6 years, that flies against the statement of the president. So then we are given “Trump and the Pentagon face mounting questions about the state of the military’s arsenal, with the war now in its sixth month and a peace deal remaining elusive. Iran responded to reports of shrinking US supplies by saying its locally produced weapons gave it the ability to respond to “any threat”.” This is funny, because the Pentagon is facing questions on its arsenal and I gave Saudi Arabia and the UAE ‘ideas’ that could do parts at 2.7% of the current cost. In addition to this I came up with one additional idea that could ‘scuttle’ its navy (including submarines) with little effort, no missiles required. Merely using the achilles heel of these forces. 

Then we get “CBS News, the BBC’s US partner, reported the US has gone through much of its global stockpile of long-range precision missiles during the war, citing two unnamed sources with direct knowledge of the subject.” As well as “Meanwhile, the Washington Post reported on Wednesday evening that Trump had confronted Defence Secretary Pete Hegseth last week over a possible weapons shortfall, also citing unnamed sources. The BBC has not confirmed the report.” Which implies that other weapons are depleted. I would gather that there is a paper trail (but I never cared for that), but there is something in all this and it is attuned by watching the words of the president and seeing how he ‘misdirects’ the setting of “large amounts are being manufactured” as I see it, it all sounds correct (and pretty dicey), but that is what 40 claims of victory gets you, you need to mull over your words because any proven lie will hurt you in the midterms (as I see it). So then we get ““The ‘leakers’ of these treasonous statements are being hunted down,” Trump said in the post on Truth Social. “Long term jail sentences will be sought!”

He directly addressed the Washington Post’s story in a later post, saying: “I really believe their fake ‘reporting’ is treasonous!”” Again we see the word ‘leaker’ which implies that the shortages are apparently real and it comes not from the ‘leaker’ but from the president of the United States. So we now see a shortage by presidential appointment, sound fair, doesn’t it? 

But then we get a difference. It is seen at “Using publicly available data, the Center for Strategic and International Studies (CSIS), a national security think tank, estimated that by the end of July, the US had between 759 and 827 Patriot missiles left – about a third of the 2,330 available before the conflict began.” So did anyone ask the exact numbers of the patriot missile? We saw the Tomahawk chart, but did anyone give us the patriot chart? How many are made a day? Where are they coming from? And the Guardian last week told us ‘Ukraine war briefing: Trump says he is ‘not sure’ about letting Ukraine build Patriot missiles’, which might be fair, but if the American numbers are so depleted, seeing up a Ukrainian missile manufacturing base, optionally in the United States, United Kingdom France or Germany to let the Ukrainians get their feet wet whilst being in somewhat control of the creation of these patriot, all whilst there is a steady stream of reinforced creation of missiles. Did they not think of that? Which comes right along with “A drone factory in Kyiv destroyed by a Russian ballistic missile was owned by a US corporation, in what appears to be the first time Moscow has targeted a US company in the conflict.” As I see it, the United States is in deep waters than we think. Because it already depleted a third of their Tomahawks and a large amount of their Patriots. I would think that they needed all the help they could get, especially if they are about to face off to that bar called Russia. But that could merely be my ‘wrongful view on the matter’ and I am not a military expert (haven’t been one in over 44 years). 

So as we get “Trump told the Wall Street Journal last month: “We have far more munitions than anyone in the world, and far more than we need.”” Which beckons the setting for the midterm, because the military has its own share of democrats and when even one comes across with the actual numbers of all the stockpiles they no longer have, it is the opinion of this small, useless, humble blogger that the Midterms are set to the ‘inaccuracies’ surrounding those statements. A political deal done and it started with the actions surrounding February 28th 2026 and it wasn’t even a leap year. 

So have a gander, mull over what I saw and consider a setting where the United States will be facing of Russia with its alleged depleted amounts of ammunition. I reckon the US will need Ukrainian reserves a lot more than the other way round and that is before we realise that this will set a new marker, A war on two fronts and I thought that was last with a Frenchman named Napoleon. How did that turn out? If only one of those 40 peace deals were true it wouldn’t be that bad, but apparently it is. 

So have a great day and now it is time to get some coffee for this decrepit body of mine.

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August 4, 2026 · 00:34

Timelines of confusion

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

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

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

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

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

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

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

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

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

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

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August 3, 2026 · 10:43

Valid questions

After the surge I felt when I was ‘valued’ at $150,000,000 I got all happy and dreamy on the subject (that would be me) and delusional thoughts of Sergey Brin offering me $50,000,000 but he needed one small favour of me. You guessed it, he wanted Gemini to get exclusive access to my articles and he had set the premise of moving me to Google Blogger to get that done (not the worst idea) but it was not merely delusions. My brain in the background was working out other things and the dopamine that the scenario was giving me seemed to push that carrot along (there were more dreamy thoughts and the carrot in that setting makes sense). So, as I was considering an additional life in Toronto, with a long weekend trip to Quebec and the Galeries de la Capitale, my mind went on a surge. Things in the aftermath of it all doesn’t make much sense but at that moment It did. I stopped at M. Souvlaki for a pita Gyro and it all started to make sense to me when I saw the visitors card (online at the website of Galeries de la Capitale). Where we learn that “Out-of-town and international visitors are entitled to our visitor’s card which provides access to exclusive discounts at select retailers. *Visitor’s address must be 40km from Quebec City. An ID with proof of residence is required validation to obtain the visitor’s card. Some restrictions may apply.” You see, I have never ever been to Quebec, but consider the setting international (and Toronto Eaton Centre), this visitor pass could be the ticket to drive commerce in specific places and tourists are the ones who really like discount offers. Sydney (Westfield), London (Covent Garden), Netherlands (Bijenkorf) and many other places could adopt that idea of a visitors pass. It is marketing that earns itself back almost instantly. 

You see, I have no idea how I knew about the visitors pass, but there must have been a notice I saw out of the corner of my eyes. It is the only thing that makes sense. So, 8 hours ago the Economist gave us ‘What will Kevin Warsh do if America’s economy breaks?’ Because as I have seen this for a few months, it is about to break and as I see it, the Chair of the Federal Reserve of the United States will openly have to defend the stupidity of this American administration and I think he won’t be able to, as such he will be dealt the ace of spades quite quickly and it will not include a serenade by Motorhead. So, as I see it, I saw opportunity in my view, but it quickly translates to a generic economic opportunity. I reckon that malls in Saudi Arabia and the UAE are contemplating similar settings. I don’t think that places like Harrods (London) and the Dubai Mall need them, but there are all kinds of malls all around these two places that might consider getting these few steps of visibility.

And as the Telegraph (UK) gives us ‘US and Japan take action to prop up yen’ I wonder why the United States wants to do this. Is it merely to score brownie points, or are they worried that the Yen and the US dollar can now no longer counter any serious act to own the dollar? The connected news from 24/7 Wall Street is ‘The $1.2 Trillion Reason Scott Bessent Just Bought Japanese Yen’ I get the connection, but not the reason. You see president Trump is all about MAGA and America First, which is a scuttled wreck to say the least and I will be the first to look at alternative reasons, but being a non-economist I have no real chance of finding it, but anyone who wants to really know that, I would advice them to call Prime Minister Mark Carney (at +1 613-992-4793), because he would likely know. 

So whilst we are given ‘As Trump cites progress on deal to end war, Iran and Israel remain on alert’ (source: Washington Post) we are also given ‘Iran war live: Tehran says Hormuz negotiations with Oman in ‘final stages’’ (source: Al Jazeera) which leads me to the conviction that there is no deal to end the war coming and Tehran is setting the stage of more disruptions. As such the only act that makes sense is that the Kingdom of Saudi Arabia (with optional help of the United States) put the pressure on the Houthi terrorists and make sure that the Bab-al-Mandab Strait remains open for business, because that will also impact Egypt and the Suez Canal. The complication is seen in Iraq as we are given ‘Yemen’s Houthis are attacking Saudi Arabia from Iraq, sources say’ (source: Reuter) and as I have given voice to better strategy from March 1st onwards (even creating new weapon systems to do so) I am left with a dangerous question. Is president Trump fueling destabilisation on the Arabian peninsula? That setting is getting more and more traction on a global level. As I have predicted (several times) the economy of the United States is done for, so the only option left is to minimize their losses and make sure others have a lot more to worry about. Is it a valid question to ask whether the United States is working from the premise “It is not enough that I succeed, all others must fail” a setting we have attributed to Genghis Khan (ca 1200) and Larry Ellison (1988) who was the head honcho at Oracle. So does my setting make sense? You only have to see the clusterfuck the Iranian war seemingly is and the effects of of spending 39 billion on trying to achieve on what I could have done with merely 1 billion and of course the ‘expedited’ dismantling of 10 refineries, closing harbours and stopping their railways. A simple setting I gave months ago and been now we see some kind of scenario, all whilst Iran is doubling down on gaining the ‘trust’ of Oman?

How weird is all that, so I fear for those who are in some kind of ‘entrusted’ setting with the American administration, because that will bite the trusted allies really quick and quite soon. As we see the BBC give us a few days ago ‘US economic growth sees surprise slowdown in second quarter’ makes me wonder as this was clearly in the cards, Is the BBC catering to another premise and need? Is that a valid question?

I leave it to you to see the numbers, the effects and the questions voiced, whilst the valid questions are not answered, not anywhere as far as I can tell (or at least not in sources that are supposed to be valid) but it might merely be me, which could be all kinds of valid, but I have been asking similar questions for months, so  don’t think its me and I handed my IP to sources that seemingly needed them, so I feel verified and sanctified (a weird setting) because it as not done out of greed, but out of the facts I see and Iran had to be stopped. And if I can clearly see that, why can’t the Pentagon see that? Unless they are facing a different war at present. I will leve that up to my readers to consider that setting.

Have a great day today.

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July 28, 2026 · 00:23

Who is to blame for wind?

This morning I saw an article, mainly the headline from the NY Post that made me furious. The headline gave us ‘Americans are choking on Canadian wildfire smoke because our neighbors refuse to do proper forest management’ with the text “On Truth Social, Trump accused Canada of “Willful Negligence” and vowed to hold the country responsible for “not properly maintaining” its forests.” So, lets recap. On January 2025, Canada send two Canadian crews, with 40 firefighters, and agency representatives arrived at NIFC that week. A fire that was allegedly set by a Jonathan Rinderknecht, age 30. The claim is that he is guilty for killing 12 people and destroying more than 6,000 buildings. The BBC reported that it became a mistrial. So, Canada has approximately 369 million hectares (which amounts to 3.69 million square kilometres) as such 24% of all the forests are concentrated in Canada. As such they an abundance have forests and maintaining that is almost impossible. And lucky for us, someone else gave a much better picture of that. It is seen (at https://cleantechnica.com/2026/07/26/trump-blames-canada-wildfire-smoke-climate/) where Clean Technica voices ‘Trump Blames Canada For Smoke From A Climate America Created’ I would be willing to accept that on face value, but the picture is larger and more distorted than that. It is not merely America, it is the combination of American, Russian and Chinese settings towards the climate conditions we now face. And it is larger than any nation. So what do the United States want to do? Blame Canada for the settings of wind? As such we see Clean Technica give us “China now emits more CO₂ annually, a comparison frequently used to divert attention from the cumulative nature of carbon dioxide. The climate influencing current wildfire conditions was not created by emissions from the latest reporting year. It was built over generations. The United States industrialized early, consumed fossil fuels on an exceptional scale, organized transport and land use around oil, and received enormous economic benefits from doing so. No individual country contributed more to the accumulated warming now affecting forests across the continent.” And as I see it, the fires in Europe (France and Spain) are the worst we have ever seen. At present the tally is set to over 300,000 displacements and CNN gives us ‘France fires may not be fully extinguished for months, authorities say’ this matter because France is merely 5.5% of Canada and it has a population of 68.7 million people compared to the population of Canada which is at present set to 41.7 million people. So the math is simple, Canada has a problem and as I see it, how much support is Canada getting? If I were younger and in a better place I would install as a volunteer. I am however in my 60s and as such more likely to be a burden than anything else and at present there are 803 active wildfires burning across Canada, according to live tracking by the Canadian Interagency Forest Fire Centre, as such that joke called truth central is not to be taken seriously. And as someone makes claims that ““Willful Negligence” and vowed to hold the country responsible for “not properly maintaining” its forests.” As such the United States has forest maintenance and it is managed by the United States Forest Service, which cares for nearly 200 million acres of public lands. The math is giving us that the forest of Canada is about 184.5% larger and it is being maintained by a service that has to make due with a population 41.7 million people whilst the US has a population of 349.2 million, and as I see it, they aren’t doing a stellar job of it. But there is a setting of truth in all this. Clean Technica is correct that the equation is changing the climate issues are now starting to take the forefront, a setting that is clearly seen in France and Spain and as I see it, it is only getting worse over the next 2-3 years. But what is clear that European nations aren’t blaming France or Italy, and as I see it, Luxembourg and Belgium would be the first affected by the fires in Spain and France. 

No matter how we see this, most nations are in awe and in support of Canada and whilst we see this, the outbursts on Truth Social is almost guaranteeing that more and more nations are backing off from the United States and when we compare the fires between France which is a mere 4.5% of the forests that Canada has and it will take France months, there is no telling how Canada will fare with the over 800 fires it has. If there is only one upside, it is the realisation that President Trump is done for in nearly every country in the world. Whist there is clear evidence that Prime Minister Mark Carney should be given all levels of support as well as praise on the 125,000 firefighters that Canada have. The words of the President of the United States are in extremely poor taste and I feel sorry for the United States firefighters, because there is every chance that no one is willing to assist them in any future setting they face. And as we take tally of what is out there, President Trump opened up the setting that they might be seen as one of the responsible parties regarding the climate conditions we now face. As I see it, it is a simple setting of cause and effect, or as some might say “Post hoc ergo propter hoc” which means after this, therefore because of this. It amounts to the failure of “Because event Y followed event X, event Y must have been caused by event X” the reality is that this is almost never ever the case. As is the blame from someone blaming the wind on Canada, if this is ‘considered’ Canada could also consider making claims for the current climate conditions  towards the United States. I like my Irony with a dash of salt and one could argue that when sarcasm backfires, it becomes irony (the sweetest kind). 

So as we wish Canada the strength and good wishes from everyone we know. We should consider that the escalating fires are a reality of these new climate conditions. Canada would not have been enough, but add the fires of France and Spain we get a larger setting, one that might be enough to show that the climate conditions are not only manmade, we might become the source of our own undoing. And regarding the fires in France, it is the worst I have ever known them to be and France takes really good care of their wine fields, as the BBC gives us “Raging mega-wildfires in southwest France’s Gironde region have burned over 42,000 hectares, forcing more than 220,000 evacuations and advancing to within 15 kilometres of the historic wine capital of Bordeaux, threatening surrounding vineyards and wineries” I have never ever known it to be this disastrous, and I have no idea if there is a clear resolution to all of this. I can only stand in support of them and hope for the best. 

Have a great day all and be safe.

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July 23, 2026 · 10:33

What would you do?

We get that is the ‘dangerous’ question, but consider your situation when you are a mere step from becoming broke (or whatever a nation calls itself) you have no credit left, no goodwill left and you need to get your defence settings up (in a major way) as such the United States is set into a almost unbearable situation where (according to several newspapers)  they are requesting ‘Iran war has cost US $37.5bn so far, Hegseth says, as Pentagon seeks billions more’ (at https://www.bbc.com/news/articles/c70gek2kqyno) beside the setting that as I see it, that almost 38 billion amount seems to have been stretched, the request of “Hegseth told the Senate Appropriations Committee it was urgent that lawmakers approve another $87bn in congressional funding for the Pentagon, with $67bn of that destined for operations in the Middle East.” I am not debating the amount, although seems to be a little far fetched, especially as in 2025 the num bars given were “The U.S. national defense spending for fiscal year 2025 totaled approximately $919 billion to $954 billion in total outlays (with the initial Department of Defense request starting around $849.8 billion)” setting the need for Iranian oil well beyond 10% of the total and “The White House asked Congress in April for $1.5tn for the Pentagon over the next fiscal year, which would raise American military spending to an all-time high in the modern era”, where we consider that the US defense forces are at that stage loaded for bear (as expressions go). And compared to 2025 it exceeds 100% of the previous year, as such I am facing questions. It makes sense in my consideration that the United States is about to buckle and they want their defenses to be up when it does. So whilst we are given “Hegseth said current and future training for military members would need to be cut without the funds, as he repeatedly blamed former President Joe Biden’s administration for what he said was an underfunded military. The most senior Democrat on the committee, Patty Murray, pushed back on the funding request, saying it “does not make a lot of sense”. Asked by Democratic Senator Dick Durbin if he had an estimate for how much the war in Iran has cost so far, Hegseth gave the $37.5bn figure.” I can see both sides off the argument, especially if the United States would be forced to forfeit on their loans and when the US Treasury bonds are dumped by others (which is at present set to almost $9.37 trillion) the setting that this could be dumped on the markets whilst also seeing over a trillion dollars in interest bills. I reckon that 2027-2028 will become a messy United States to be sure. As most of these settings collapse, a strong defense is pretty much all that stands between the United States and circling vultures. 

As such I see the requests of Pete Hegseth, whilst not debunking Patty Murray on any of this, and in all this the blaming on all this on former President Biden is becoming stale to say the least, especially when too many truths are getting twisted in all this. As such a headline given 11 hours ago where we see ‘The USA has collected 13 billion dollars from Venezuela’s oil sales, but has not provided details about the destination of these funds.’ As such there is a concern that these finds are handed to the US defense coffers, as such the 37.3 billion might have to be lessened by $13 billion, or did you forget about the Venezuelan clambake? And in all this, what are the total numbers of expenditure in troops, material and ammunition in all of this? Why wasn’t this raised on numerous occasions? Or is whatever went under the bridge no longer an interest to the media? All these questions and there is a consideration that the $13,000,000,000 was used to keep the United States afloat. It might be merely my view, but I am unwilling to consider that none of the media has considered that, or are they driven by Epstein files and digital dollars to make their revenue?

So, You see, the questions are piling up and the setting of a ‘State of the Union’ because as I see it, these parkers were up for some time and the ink from the date of February 24th 2026 is barely dry. As such the setting of the speech, which is supposedly giving the nation “Outlines the condition of the nation, reviews the administration’s achievements, and proposes upcoming legislative priorities” might have missed the marker by at least a mile and when you consider that the “The current “golden age of AI” is an era of rapid technological acceleration driven by generative models, deep learning, and massive infrastructure investments. This period has radically lowered the barriers to software creation, automated complex workflows, and sparked national science initiatives like the White House report on” would be missing the mark by at least two decades and that is the short and sour of that equation, as such there is no golden age, because (as I see it) that revenue is being pushed back and forth by 3-4 corporation with Nvidia being the largest winner. So there is a larger default and in that age Pete Hegseth is requesting an amount going towards $1,500,000,000,000 and that is bedsides the Stargate funds, which is targeting up to US$500 billion in total funding by 2029. It was officially announced by OpenAI, SoftBank, Oracle, and Abu Dhabi-based investment firm MGX. And when this is set in the scales with a estimated debt of $39,588,242,618,845 the numbers are not adding up. It is almost like these debts are ‘compartmentalized’ though people that seemingly don’t talk to each other and they are taking turns talking to the United States Department of the Treasury. I wonder how Scott Bessent is keeping all that separated and apart for a speculative reporting. Did you not wonder that? 

In all this I wonder how some parties are avoiding the limelight in all this and the requests by Pete Hegseth brings it all to the surface, because a journalist should have had his quills up (those without a text editor) and that is seemingly not happening, because we would have read this and whilst one source gave us: ‘The US printed more than 3.3 trillion dollars in 2020 alone and it matters today’ whilst I cannot deny this might have happened, there is no valid source or a newspaper who is supporting that part and if that would be true, the dollar is due for a decent downside, because that would be added to the $39 Trillion debt and I raised this in ‘Is it that simple?’ With an exaggerated Weimar example (at https://lawlordtobe.com/2026/07/19/is-it-that-simple/) I remember that, because I had a DM100,000,000 note, which I hope would be enough to persuade some gorgeous lady to have sexual intercourse with my 16 year old body (we are delusional in what we can) and not weirdly, no one was taking that bait. But that is for another day. Still that setting is out there and all the facts are not events that took place in the last few weeks, as such the State of the Union might have been a hollow ship and when we consider rallying that my setting for a imploding United States might be on track to be 11-23 months from now. And as I see it, the Pete Hegseth request as well as the clambakes towards Canada (51st state), Greenland, Venezuela and Iran snow bringing too much to the surface and that is not a good thing. Because the United States needs friends, it desperately needs them and as I see it, they alienated allies they had, busted up economic options and as I see it, what was intended for the coffers of the United States, is now headed towards Canada (making me happy to a larger degree). And as China is now infringing on options that had put the United States in the first Column, China is now moving into and leaving the United States in the third column (a sales term). As I see it, the Kingdom of Saudi Arabia and the UAE is putting their options towards tourism draining the United States even more and all this is adding up, whilst some costs and expenditures are not voiced correctly (as I personally see it), as such the United States is in a bad place and I ask you: ‘What would you do?’ Because the simple truth is that the one priority of the United States is the United States, that much anyone should accept. But how will they get there? So whilst one source (PBS) is giving us “President Donald Trump’s financial disclosures revealed that his business ventures generated over $2 billion in 2025 during his first year back in office—more than triple his prior income. These unprecedented financial gains, heavily driven by cryptocurrency projects and branded merchandise, have intensified public debate and ethics scrutiny regarding potential conflicts of interest” we are facing two settings. Did he break any laws (I don’t care) and the second setting is “Are the United States is much deeper waters pertaining to the debt levels than anyone is considering?” Because that part matters, it matters for the Commonwealth and it matters to the EU and they need to either get stronger together, or seek some kind of an alliance with a place like China. And I think that this might be the case as the China bashing through places like LinkedIn is getting stronger and as LinkedIn is Microsoft, it brings the seating that this might be the reality we have to face. 

Feel free to deny or debunk my views, but there is too much out there and I am merely keeping a tally of what is being missed by the media at large. 

Have a great day today.

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July 1, 2026 · 15:52

The way fences crumble

That was the setting that I saw, the Wall Street Journal gave an article (that I didn’t read because it was behind a paywall) where we are given ‘A Dispute Over Opening Hormuz Drives a Wedge Into U.S.-Saudi Relations’ where we are given “Trump threatened kingdom’s supply of drone and missile interceptors when it refused access to bases and airspace for Project Freedom.” That is all I have, but I do not need more. You see, one of the oldest expressions I know if is about mending ones fences and the entire setting that Saudi Arabia gets bullied because of their inability to adhere to (what some call) an illegal war is beyond stupid. You see, Saudi Arabia could ask the Ukraine to deliver 50-150 drones, that request could also be made from China, as such Saudi Arabia has options, but at present the United States is left with less and less options. As Saudi Arabia pulls out whatever they have economically in the United States, amounts up to an estimated $490 billion, with an expanded, long-term commitment expected to scale toward $1 trillion, the united States could now lose that and be left to dry. The bully approach from President Trump is costing the United States more and more. In addition, whatever rare earth mining options Saudi Arabia has could now be awarded to Australia and the EU, costing the United States billions more. So what does a person this stupid do in the Administration of the United States? I am willing to believe that his advisers put this forward, but I reckon that this might be a lose cannon setting, as I personally see it, a stage for the current President. In addition to all this, Saudi Arabia now has an option to demand the extraction of United States troops and Saudi Arabia asking China if they are willing to replace the United States as a preferred option. This enables Iran to vacate Saudi Arabia as a target, because they are unwilling to hurt China, it would be the last mistake they ever made. 

So whilst we mull over the setting that Saudi Arabia is facing with China as the up and coming preferred partner for defence, mining, construction and tourism, the chances of the United States making it with an intact budget to 2028 is getting rather small. And should President Trump now threaten Disney, Warner Brothers and Universal for whatever tourism gap comes, I have a few ideas that could spell a lot of bad news. In addition I am certain that China has its own version of entertainment in the works. Everyone is forgetting that Saudi Arabia has something that the United States desperately wants. So as we were given: 

“The US government is aggressively pressuring oil and gas companies to lower prices. President Donald Trump and US Treasury Secretary Scott Bessent have berated retailers and the Department of Justice is actively investigating accusations of price gouging. They are demanding retailers drop pump prices to target $2.50 a gallon”

And whilst it came with:

“Direct warnings by Treasury Secretary Scott Bessent issued a veiled warning to big oil, independent, and international retailers to be “good actors” or face “big problems” as the administration watches their record profits”, “Department of Justice investigations into claims that oil companies are failing to lower gasoline prices in line with crude drops” and “Market friction towards demands for cheaper gasoline heavily conflicts with their “drill, baby, drill” campaign promises, because prolonged low prices will disincentivize American drillers from expanding production” 

As such I will take this rare setting where I (with a lack of economic education) teach that administration a few things: 

“Commodities are dependent on what is available and what is needed. As such the strait of Hormuz is a setting for over 20% of what is needed and as such prices are going through the roof. Closing it, or better stating, your enemy closing it was perhaps one of the worst ideas for the United States ever.” 

Starting that attack on Iran was badly considered. I gave Saudi Arabia and the UAE defensive settings in March and I also gave a few tactical settings that could have hobbled Iranian tactics and in light of that their refineries are still pumping oil. Before I was, the art of war was and they told generals (2500 years ago) how you scuttle an enemy resources. This pentagon clearly never learned from that. This pentagon also never learned from the French resistance (aka clambake 1939-1944) and that also gave me some ideas in March. As such I became the March Hare (I just saw Tim Burtons Alice in Wonderland) everyone seemingly ignored. What matters is that Saudi Arabia has a few more options at their disposal, it does not require the United States as much as the United States requires the coffers of Saudi Arabia. And Saudi Arabia can sell to China and the EU, so it has options. I reckon that should Saudi Arabia play less nice, Iran will run for the hills. And as I personally see it, Saudi Arabia has the intent and motivation to make sure that Iran sees the light for their stupidity. 

And the was merely the first part. You see, Saudi Arabia is deep into construction for what they need for Vision 2030 and they cannot do it alone, so these contracts are now considering the EU and China as contributors. So what is this bully tactic costing the United States? I warned them for this in ‘When it rains, it pours’ on December 2nd 2024 (at https://lawlordtobe.com/2024/12/02/when-it-rains-it-pours-2/), I feel decently certain that there is some MoU between China and the Kingdom of Saudi Arabia floating around in the Ministry of Defense (the one on the King Abdul Aziz Road) as such the entire bully setting against Saudi Arabia was short sighted and ill conceived. As the image (implying) that this threat was directed at Crown Prince Mohammed bin Salman Al Saud might not have been a stellar idea, but I reckon that President Trump is likely a ‘thanks you’ notice from the President of the People’s Republic of China Xi Jinping. Personally I am hoping that I still get the 0.25% commission for enhancing the chances of China selling the 20 Chengdu J-20, which comes at a total of $2,200,000,000 ($110M each), which leaves me with a shabby $5.5 million making me happy beyond believe. So I have an illusional vested interest in all this, and who doesn’t want to retire with $5,500,000?
So the United States can cry me a river, but they elected the current president, as such they dug their own grave as I see it. So you all have a great day and consider what you will lose out on in the long run. I am likely not getting that commission, but that is the cross I have to bare, or is that bear? Gee, I made another funny, must be the Tim Burton effect of Alice in Wonderland.

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June 25, 2026 · 15:40

Expect bubbles

That is what I was introduced to (really early) this morning and I saw a few articles, but one gave me an interesting option. So lets take a look. (At https://stocksdownunder.com/ai-bubble-chip-stocks-crash/) we are given ‘Is the AI Bubble Bursting? Why Nvidia, Micron and Chip Stocks Are Crashing’ it holds a lot of record, but I was taken with this setting ‘Is the AI Bubble Bursting or Just a Healthy Reset?’ With the text “Here is the honest answer: it could be either, and the truth is probably somewhere in between. The bear case is simple. Micron has more than tripled in value this year, and a run like that leaves very little room for disappointment. The bull case is that demand for AI memory and data centres is still strong, and analysts note the selling looked more like a rush for the exits than a real change in the companies’ earnings. We lean towards this being a crowded trade getting stress-tested, not the end of the AI story. But if the selling spreads well beyond chip stocks, that view needs to change quickly” (and at this point I learned that whoever was working on this is a noob and an idiot for his CSS settings as they are all over the place) But that is matter for another day. The “It could be either” and a third setting was the one I referred to a few days ago when simply Wall Street put out an unsigned piece that Palantir could be overvalued for well over 20%, as such this market has some people in it that would like to short stock as that is where their dollars come flying. And as we see in the article “Investors simply pay less for today for profits that may not arrive for years.” And as I see it, some investors are not beyond shorting stock if it fuels their profits, so a third reason is found. I am still on the side of the AI bubble shorting, but n that case a healthy reset of trillions is not out of the scope of things and the marshmallow field of fictive unicorns is rearing its ugly head that comes with the “late arrival of profits” and now that the investors are wondering what they got into, some will see that they are fueling a stock market that cannot survive delay upon delay and with AI not yet existing that is where it is all heading. So it is time to get another view and we see this in Clean Technica (at https://cleantechnica.com/2026/06/24/trillion-dollar-ai-bubble-on-verge-of-popping/) where we see ‘Trillion-Dollar AI Bubble On Verge Of Popping?’ And I am not adding it, because this is in part the view I have, what we see is “Yann LeCun, one of the “Godfathers of AI,” is one of the notable people who think the industry has been far too overhyped and misunderstood. He’s been pointing out that AI costs could be much higher than the amount of money customers are willing to pay for it.” It comes (also) with “Labs like OpenAI and Anthropic are going to have to increase prices, they’re going to have to cut costs, or there’s going to be a big bubble explosion,” and ““In their pursuit to boost productivity, become less reliant on human labor, and reassure investors that they’re riding the cutting edge of tech, some nagging issues are cropping up,” Futurism adds, and “over-relying on AI can prove disastrous for organizational knowledge, the critical business insights companies need to make strategic decisions.”” This is the setting that is actually fueling both the bubble burst as well as a healthy reset all at the same time and I reckon that for OpenAI, Anthropic, Grok and Microsoft that will most likely happen in the least interesting time and they will all ‘suffer’ for it, so consider when this bubble loses $4,000,000,000,000 – $5,000,000,000,000 (writing the word trillion makes it trivial) because that is likely to happen and the market is figuring out what I saw over 1-2 years ago, when you realise that all AI is fake, it is easy and let there be no mistake, all AI is fake. You see, what we are seeing is Deeper Machine Learning and Large Language Models and these are great tools and they will create markets for themself, but the people are expecting AI and that is just not true. So as AP News gives us “The tech-heavy Nasdaq composite fell 110.40 points, or 0.4%, to 25,476.64. A 2.3% drop in Microsoft was the heaviest weight on the market. Oracle slumped 4.6%. Many large tech companies have been behind Wall Street’s record-setting run throughout the year, but analysts have warned their valuations may have become stretched.” I personally reckon that someone is likely playing a stock short game with both Oracle and Palantir. You see, no matter how you slice it, the proper Data needs for DML/LLM solutions require data technology and these two are refined into the core of that and optionally there is Snowflake as well, but it might not yet be large enough to get the attention of the stock shorting DoDo’s (lets call them that).

Jawlah, a prominent Arabic digital media platform and news organization focused on venture capital (VC), startups, and the entrepreneurial ecosystem in Saudi Arabia and the broader MENA region (Middle East/ North Africa) gives us (at https://jawlah.co/en/59212) where we see ‘Fears of an AI bubble burst after a sharp tech stock sell-off’, which I reckon is fair enough. But the interesting part is where we see “The decline followed a near-800% surge in Micron’s stock over the past year, driven largely by rising demand for memory chips needed to run AI globally — gains some analysts believe may have overestimated expected returns”, as well as “Gil Luria, head of technology research at D.A. Davidson, explains the volatility: “The market swings between a wave of optimism that AI will change everything and renewed skepticism that it is just an expensive bubble whose returns do not justify the current spending.”.” And I am here in opposition, it is not “renewed skepticism”, it is the mere setting that those willing to hand out trillions should never have been so optimistic without proper case files and validation, so whilst they might get their cash back in 2045 when actual AI comes into play, the rest until then will be massively overvalued.  As I, as a non-believer, see it, someone listened to a sales person with the mindset of a second hand car salesman that stated “Look, we have AI” and the rest followed like crazy to get those coins rolling their way and now we are optionally seeing the start of an AI bubble. I am trodding carefully because there is disagreement whether it is an actual bubble popping. I reckon it requires an actual econometrist to call that for real and I ain’t one of those actuary types (nowhere near).

What we see is that we are given “it has erased approximately $2.7 trillion in market value across AI-linked companies”, all whilst the reasoning is “massive debt-funded data center expansions, mounting hardware costs, and growing investor scrutiny over artificial intelligence’s actual return on investment” which (as I personally see it) is only partially true. As I see it, the data sovereignty in Europe and the Commonwealth is setting the drain on the Return on Investments (ROI) towards these massive debt-funded data center expansions and that will hit business in the United States a lot harder than anywhere else. You see the United States has over 4,000 data centers. So how many are still under debt? And when a response group of over 700 million people walk away from that, with an additional optional population of up to 2.7 billion people (that is the complete Commonwealth), so it will not be that much, but I reckon at least 50%, that is 4,000 centers that will now lose close to 2 billion people (or 2,000 million), so where is that unused potential going? That is what I saw almost a year ago (actually a lot earlier, but until President Trump come, most people let the states quo continue) and that has now changed. So as others players (like DayOne) and there is someone in Sweden who saw this coming a few years ago and put his money where his thoughts were. I forgot that players name, but they are likely to make massive gains. All out off the hands of the United States. That part is not represented in any of these articles, but it is a factor in all of this.

So, we are expecting bubbles and I reckon a few other setting will rear its ugly heads, but the markets will all attribute this towards bubbles, because some is massively unhappy to attribute the other losses towards an US Administration that should have known better, but that is merely me looking at other factors in all this. The larger issue in all this is that some solutions are likely to be rather good and I hope that they are allowed to continue, because investors and speculators will want their returns at whatever expense they can get and some will suffer because of that greed driven taint in all this. But I might be the next village idiot in all this. Just like that seer in the 3rd century that saw large walls of stone with thousands of people and it was written off as a lying loon (he saw the Altiero Spinelli building in Brussels) but that is a story for another day.

So whatever you do, don’t rush into or out of anything without clearly seeing the ramifications. Have a great day today.

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June 24, 2026 · 05:30

Just an idea

It was an idea I had last night. The setting of Paramount taking over WB (at least parts of it) opened an idea that could give the UAE, in particular Abu Dhabi a lot more tourism. You see, the Star Trek Universe has somewhere between 100 and 300 million fans and no one has seen a complete theme event on Star Trek? I am hesitant to call that place a ‘park’ but it comes close to it. A place where you can see and optionally walk on the bridges of the original Enterprise (TOS), the Galaxy class version (TNG), Voyager, and the Titan class (Picard) then there is the stage of the sets of the Defiant, parts of Deep Space 9 (Terok Nor) perhaps a section to show part of a Borg ship, millions if fans would love to see that and as I see it, the United States are done for, for at least a decade and likely there won’t be a United States after that, so Paramount needs to bet its hedges and look beyond that space. The UAE has a theme park riddled Abu Dhabi, so it makes sense to have it there. There is also the correlation (indicated but unproven) that those who love Star Trek also love Harry Potter, as such there is a pressure to consider them. I don’t think that they should be in the same location, because of the dangers of congestion at that point, also I am in doubt whether Yas Island would be the bet place, but Abu Dhabi is so much larger and has plenty of options. I think that this is a stage where Miral should have serious talks with Paramount on this setting. Perhaps a combination with a wax museum showing all the characters of Star Trek and its connected series. All things that are currently not existing. The Deep Space 9 setting with shops and a Quarcks (under new Ferengi management) could be considered. I wonder how many millions will sip at least a glass of of Canard and optionally take a bottle home as a keepsake. This setting might bring billions into the coffers of Miral. I wonder if anyone considered combining all the ships and show the bridges in one place. And display technology has evolved over the last few years alone, so seeing a part of the Borg ship with a large gap into space is now easily arranged with the display technology out there. A wax museum showing the casts of the two enterprises, Voyager, Deep Space 9 and optionally the Star Trek Movies too, could stir the hearts of millions of Star Trek Fans and as an addition to the already large theme park settings might be the one boost they get to do this (and soak up the sun and the UAE beaches) as I said, it is merely an idea, but as the UAE already has several settings and with Disney coming to Abu Dhabi as well, the UAE could become the preferred location for millions of additional tourists. That setting optionally enhanced with all the selfie moments, but perhaps even a place to have a film camp, a setting every Sci fi lover dreams of at some point. To make your own Sci-fi film, all ideas that feed the blender of creation. What remains can bear the scrutiny of many accountants at Miral (I a guessing that they have a fleet of them looking at all the venues and results). The setting that is out in the open, it always was, but the merger between WB and Paramount is driving this to the surface. The question becomes, does Miral think it is worth considering? 

As I said, it was just an idea and anything to take my eyes of the BS that is called USA-Iran negotiations. I like the headline from the Times the best at present ‘Trump, Iran and the Denial of Defeat’ it kinda sums up the entire fiasco, so whilst some are trying to spin this into some form of victory, the reality is that soon Iran will have to be dealt with, I have no idea who or how, but I do not believe that the United States will be the one doing it. They wasted (according to there own numbers) “The U.S.-Iran war cost the Pentagon an estimated $29 billion to $40 billion in direct operational expenses, but total economic and long-term costs could range between $600 billion and $1 trillion” I have not been sitting with an abacus, so I do not know, but consider the wasted money and the lack of results. It would have been something if all the refineries were hit as well as a few other tactical places, but that was not the case, so Iran can still buy hardware from whomever is willing to sell to them. As such I believe it to be important that the UAE gets whatever mens they can to increase their economic foothold on the Middle East, they have don’t quite well and they still have a few more options to that effect, but I merely gave the tourist idea, because it is something I would like to see and the idea that I get a two week vacation in Abu Dhabi where every day is filled with fun and adventure (yes, a visit to the Yas Mall could be both fun and adventure) would be an excellent idea. I believe that millions have that same feeling, because at present the United States is not that inviting, add to this the YouTube videos on their Epic Universe with several rides allegedly breaking down does not instill any thoughts that Orlando will be the place to go. With the economic foothold that is diminishing in Florida, we see one side saying it is good, but we also see “The U.S. travel sector is projected to lose between $12.5 billion and $29 billion in international visitor spending.”, with the added “Foreign arrivals have dropped by roughly 5%, with major month-over-month contractions from Asia (down 7.5%) and Europe (down 5.2%)” as well as “Canada, historically the largest source of inbound U.S. tourism, has driven a massive portion of this decline, with Canadian travel to the U.S. dropping by roughly 22%” the numbers do not add up, with this decline we still see “Florida boasts the fourth-largest economy in the United States, with a Gross Domestic Product (GDP) of roughly $1.76 trillion. If it were an independent nation, the state would rank as the 15th largest economy globally.” In addition to this, the negative YouTube videos keep on swarming around Epic Universe. I cannot say if they are real or if they are Epic Universe haters, that option remains a reality, but as I see it, the numbers do not add up and I reckon that the next president when they make their numbers openly known, we will see what an alleged curse President Trump has become to the United States. As such places like paramount needs to find new ventures to survive and it is my personal opinion that the UAE is such a space. And in light of what WB already has set up, the numbers might give satisfaction to the board members of Paramount. So, the question becomes is Miral ending that solution a good option to consider. 

Have a great day, it is 5:30  now and only 7 degrees, I am freezing. So there is another appeal to be smitten by the 39 degree non-freezing weather that Abu Dhabi could offer my poor old shivering bones.

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