Tag Archives: President Trump

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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A call to arms

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

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

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

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

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Doubt

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

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

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

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

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

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

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

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