Tag Archives: President Trump

December 4, 2025 · 10:49

In dubious view I say

This is the continuation of the settings I gave yesterday on Venezuela. More ‘information’ was brought to light. I am not the one rallying behind dubious YouTube settings of someone stating that he heard the admiral say that all he acted after he got the word fro the president. For that dodo I give you that any admiral will follow orders if they are legal and will not divulge anything to anyone not part of the chain of command where that person needs to know. The Military and especially the American defence forces are excellently trained in this. So I need (as always) rely on the printed word and we are given by ABC (at https://www.abc.net.au/news/2025-12-03/donald-trump-pardons-former-honduran-president-drug-trafficking/106095618) ‘What led Donald Trump to pardon a foreign leader convicted of helping to flood the US with drugs’ as we were given by the BBC “As part of his war on drugs”, so can anyone (in authority) give me why President Trump pardons Former Honduras President Juan Orlando Hernández after he receives a 45 year sentence for DRUGS no less, more specifically releasing hundreds of tons of cocaine to the United States? I have to ask that question, because this action gives us that the American setting of an upcoming war into Venezuela is nothing more than an alleged oil grab and a grab for rare earths. As It seems to be, I was right on the money with that article and only now is the media asking questions. I got there two days ago, so are they all stupid, our are they hindered by stakeholders and only released if others release the information, so that they do not look too stupid? I know, the last part is speculation, but in a stage of delayed warfare this is an option to consider, it is usually done by tank commanders as a tactical maneuver where tanks withdraw from combat to realign firepower whilst other tanks withdraw from the battle. These withdrawal tactics can be used to the media and they all ‘watch’ each other and they warn each other when someone sills the beans so that they can quickly release what they have. This is the speculative setting I see and that makes sense, especially as some are in a fix not to get their jobs burned and these editors have a backchannel that only they (the editors) can use.

So as ABC releases “the US president has just pardoned and released a man who was in jail for overseeing one of the world’s worst drug conspiracies. Juan Orlando Hernandez used his position as the president of Honduras to help flood the US with billions of hits of cocaine, a New York court was told last year.” His excuse that the attacks on Venezuela will be done to stop the war on drugs goes straight out of the window, as such oil and rare earths becomes the actual stage of the upcoming war and as Reuters gives us ‘US lawmakers to force vote on war powers if Trump attacks Venezuela’ with “Three House of Representatives lawmakers – Democrats Jim McGovern of Massachusetts and Joaquin Castro of Texas and Republican Thomas Massie of Kentucky – filed their own resolution on Tuesday that also would block the Trump administration from engaging in hostilities within or against Venezuela without congressional authorization.

U.S. troops have carried out at least 21 strikes on alleged drug boats in the Caribbean and Pacific since early September, killing at least 83 people as Trump escalates a military buildup against Venezuelan President Nicolas Maduro’s government.” And this wasn’t in the cards before the USS Gerald R. Ford was dispensed to that theatre of escalations? More important, what were the orders given to Capt. David Skarosi who commands that vessel? I understand that there is a setting of concealment (as it is defence and national interests) but I reckon that the secretary of the Navy (SECNAV) in this case John Phelan has some of the goods and as we are getting a president saying one thing and doing something else, these two should make sure that the integrity of the Navy is not being endangered. They have a duty to their navy and the American people as I personally see it. We see the word of these representative lawmakers and it is none that they get the limelight, but did they engage with these two parties on the dangers that President Trump is acting in an optional self-centered consideration of needs (a presumption I assure you) and we see all kinds of saber rattling, but there is a chain of command, was it employed to get to the right answers? 

Because the setting above would seem a lot more powerful when it is given in this way:
 “Three House of Representatives lawmakers – Democrats Jim McGovern of Massachusetts and Joaquin Castro of Texas and Republican Thomas Massie of Kentucky – filed their own resolution on Tuesday that also would block the Trump administration from engaging in hostilities within or against Venezuela without congressional authorization. And they have met with John Phelan, secretary of the Navy to voice their concerns and they were assured that the SECNAV would be in contact with Capt. David Skarosi captain of the USS Gerald R. Ford to get clarity of its function where it has been deployed and that no settings that belongs to US congress was transgressed upon.” It seems a lot clearer when there is a connection to a chain of command and not some speculative setting in the hands of three whomever they are and not part of the Naval hierarchy. Did I oversimplify that setting, I apologise? 

Then we get the Guardian (at https://www.theguardian.com/us-news/2025/dec/02/trump-threatens-strikes-drugs-venezuela) giving us ‘Trump threatens strikes on any country he claims makes drugs for US’ where the Guardian starts of with “Donald Trump warned on Tuesday that any country he believes is making drugs destined illegally for the US is vulnerable to a military attack.” Is that is true, why pardon a president drug ‘champion’ who is serving 45 years? It’s not too weird a question, is it? Followed by “The exchange with reporters followed a lengthy cabinet meeting at which Trump and Pete Hegseth, the defense secretary, moved to put the responsibility with a navy admiral for the extrajudicial killing of two survivors of an attack on an alleged drug smuggling boat in September.” So whilst the flim flam bickering is going on, others have clear questions, in the first degree what the United Nations is doing with the half baked answers given from there. It seems that they are more motivated attacking the defense of Israel then the alleged upcoming invasion of Venezuela. 

And other places like OtherWords (at https://otherwords.org/trumps-aggression-toward-venezuela-should-be-setting-off-alarm-bells/) is seeing the same settings evolve, a piece by Farrah Hassen. Although, her piece has issues we are given “Meanwhile, the USS Gerald R. Ford is stationed off the coast of Venezuela and Trump has ordered the CIA to conduct covert operations inside the country. And he declared on November 29 that the airspace “above and surrounding” Venezuela is “to be closed in its entirety.”” How does she know what orders the CIA has received, does she have a source? In addition, she gives us “A secret Department of Justice memo has gone so far as to name fentanyl as a “chemical weapon threat” from these “drug boats.” But neither U.S. nor international assessments have found that Venezuela is a primary producer or international shipment point of narcotics, including fentanyl.” So how does she have access to secret memo’s? The part that is interesting is “neither U.S. nor international assessments have found that Venezuela is a primary producer or international shipment point of narcotics, including fentanyl” it is interesting because Venezuela is right next to Colombia, a known source of drugs. So is anyone considering the data involved or are we all happy to blame AI for it all and give the statement ‘Oops’ afterwards?

There were. Few more issues, but it is important to give you these two as news sources seem to copy each other and slip in a few statements by not so high ranked sources. And in this political minefield, it is important to get as clear as possible and It doesn’t get any higher than military sources. They tend to not lie, an important side setting as I see it.

This Venezuela setting has all the trademarks of a bay of pigs setting, but here the centre chess piece is a stage of 1000 years of crude oil, a setting America desperately needs. Are we ready to go to war with a world because America cannot control its budget? Have fun with that one.

Have a great day today and let’s see if we can avoid war in the next 24 hours.

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December 3, 2025 · 13:06

The land of what?

That is the setting we start with. You see, yesterday, the only things I knew of Venezuela was that the capital was Caracas, at some point a man named Chavez was in charge and that this place has oil and that was all. So what is President Trump aiming for? 15,000 troops and the largest aircraft carriers as well as a few dinghy’s are now ‘patrolling’ the seas, right by Cuba? This is an overreaction of the largest degree. It is like calling for the National guard when you learn that a piece of cheese is missing from your kitchen. So, what kind of posturing did Trump offer in assistance to the Ukraine? So I decided to take a look, especially as we see YouTube videos with that overgrown Armada showing as it is playing Thunderstruck by ACDC (which is a massive impediment of national security in any naval setting ahead of a military operation), as such it is posturing. But why?

Well, apparently in 1990, Gary B. Sidder wrote ‘Mineral occurrences of the Guiana shield, Venezuela’, he did so for the United States department of the interior geological survey, according to that report Venezuela is a fountain of rare minerals having a decent collection of Gold, Diamonds, Aluminum, Manganese, Tin, Niobium, Tantalum, Molybdenum, Uranium, Titanium, Platinum and a few more minerals as well as oil. So what is this about?

You see, as I see it, between now and next July (2026) we see the maturity of bonds, $66B, $40B, $70B, $33B and $47B, making the rough total $256,000,000,000 due and at present (as I personally see it) America doesn’t have that cash, so either America starts a Ponzi scheme creating more debt to pay off this debt or hope that over 90% is set in new treasury bills and that requires serious talks and serious payments to these outstanding debts, optionally roughly 2% over the amount now guaranteed. America is that deep in debt. They couldn’t get Canada or Greenland and now war is the only option for America and its president who was pleading for a Nobel peace plan. Isn’t that hilariously sarcastic? 

So could I be wrong?
That is the first question is ask myself and I am not debating that Venezuela might be the tyrannical setting some claim it is, but the actions of a less then upstanding politician shows a side that is likely less then noble. His lack of actions against Russia, his outstanding setting towards our brother Canada is presumed evidence of this. And as we are also given that “The proven oil reserves in Venezuela are recognized as the largest in the world, totaling 300 billion barrels” is another reason why I am seeing President Trump as the guilty party in this. The invoices are due within 8 months and America is desperate for revenue. After they botched their tourism, tariffed his ‘friends’ to be now less than that and as he lost defence contracts all over the field America is now desperate for revenue. Yes, it is not a good story. 

In this 9 News (Australia) gives us (at https://www.9news.com.au/world/donald-trump-news-usa-venezuela-oval-office-meeting-amid-growing-questions-about-his-military-moves/11240690-4124-4eeb-91a4-f623fe5a9ab9) ‘Donald Trump to hold Venezuela Oval Office meeting amid growing questions about his military moves’ where we see “US President Donald Trump will hold a meeting at the White House on Monday evening about next steps on Venezuela, sources familiar with the matter told CNN, as the administration intensifies its pressure campaign on the country and questions mount about whether the military is exceeding its lawful authority.” With in addition ““President Trump has been quite clear in his defence of the United States homeland, to stop these illegal narcotics from coming to our borders, whether that’s by land or by sea,” Leavitt said. “He’s also made it quite clear that he wants to correct the wrongs of the weaponised Justice Department under the previous administration.”” And do you really need the USS Gerald R. Ford, several ships and 15,000 troops to stop illegal narcotics? I have my doubts as do several others. I don’t care of these drug dealers, stop them in any way, but to set out an Armada that outshines the Spanish Armada of 1588 is an overreaction of the largest manner and as such I think that America’s Trump is trying to secure his rare materials and oil for the continued salvation of America, not the freedom of Venezuela. 

Then we get the BBC (at https://www.bbc.com/news/articles/c93n4nx5yqro) giving us ‘Why is Trump threatening Venezuela’s Maduro?’ With the setting of “The Trump administration has doubled the reward for information leading to Maduro’s capture, and its warships are within striking distance of Venezuela. Dozens of people have been killed in attacks on boats alleged to have been transporting drugs from the South American country.” Even the BBC resorts to ‘alleged’ in all this. I reckon that evidence that these are drug boats is limited to presentation and assumption, but I al willing to accept that setting, but why would you need 15,000 troops? With the additional “Trump reportedly also gave Maduro an ultimatum to leave Venezuela, in a phone call the two men had on 21 November.” So another threat, how did that go over with President Putin? I honestly do not know who ‘evil’ President Maduro is and perhaps he is evil, but in all this how is this some operation Freedom? To set these oil reserves to America? And the rare minerals and in all this António Manuel de Oliveira Guterres, the 9th Secretary-General of the United Nations is as useless as he seemingly is presented to be. So where is his outcry over the rights of Venezuela? Even if he was doing that, he allegedly never spoke out AGAINST Venezuela either, and if he did, why isn’t every newspapers repeating that setting? 

Then we get the one issue that holds weight “In 2024, the electoral council declared Maduro the winner of the presidential election, even though voting tallies collected by the opposition suggested that their candidate, Edmundo González, had won by a landslide.” That does count, but we see this now? It might have been said in the past, but there is a sight to see this in the end of the article, not in a running start at the beginning and now in several news casts clearly outlined. And then? Why is President Trump now so about fairness, all whilst he was supporting Putin in his fight against Ukraine? As I see it, there might be an issue with Maduro, but that is as I see it, not the part that interests President Trump. 

So then we get the part that also matters. We are given “Without providing evidence, Trump has accused Maduro of “emptying his prisons and insane asylums” and “forcing” its inmates to migrate to the US. Trump has also focused on fighting the influx of drugs – especially fentanyl and cocaine – into the US. As part of his war on drugs, he has designated two Venezuelan criminal groups – Tren de Aragua and Cartel de los Soles – as Foreign Terrorist Organisations and has alleged that the latter is led by Maduro himself.” It is the ‘Without providing evidence’, we need to take heed here. He goes on his tantrum fentanyl setting and after he accused Canada, that setting is losing steam fast. I am not saying that it is not the case, but there is more than one piece of evidence that President Trump is taking a lose translation towards the setting of honesty, he did this all himself. All the evidence is setting that stage of doubt in all our minds.

Last there is CNN who (at https://www.cnn.com/2025/12/01/americas/venezuela-allies-diplomacy-us-military-caribbean-latam-intl) gives us ‘Venezuela’s Maduro lost two allies in a week. What regional partners does he have left?’ Giving us a political setting of other nations and the other sides are gaining strength and as such they are not aligning with Maduro. This happens, but what surprised me is that NONE of these news cycles made mention of the large oil reserves, it is seemingly a topic out of bounds with them and I would have seen this as a first stage in all this, because that is giving President Trump the reason to get the USS Gerald R. Ford, several ships and 15,000 troops involved, because securing those would be a clear setting for President trump and no one is asking the question that is out in the open. This is why I oppose this setting. An event done for a corrupt reason belittles that event, no matter how just it is. I know it does not make much sense, because the sales person in all of you thinks that the result justifies the means used and that just isn’t true, because the people on that setting have their own agenda’s and greed is too easy a reason to corrupt the foundation of these people and America is too deep in debt, it passed a debt level of 38 trillion last week. So even as I wrote ‘About America, chapter 11’ on August 26th 2014 (over 10 years ago, at https://lawlordtobe.com/2014/08/26/about-america-chapter-11/) it seems that this setting of ‘impeding bankruptcy’ is a lot more real than it ever was before and there is little that America can do to avoid it. They can play the funny card, delay reports on GDP and a few other, but Wall Street has been keeping score and America is showing too little (according to Wall Street) at present, you can fool some people all of the time, you can even fool all of the people some of the time, however you can never fool all of the people all of the time and that setting is now being reached where too many are asking loud questions and as far as I can tell, the blonde in the press office of the White House (Karoline Leavitt) can only do so much and as the world is starting to ask serious questions, her role has been played out as much as it can. Soon we will see a new spokesperson to try and gain credibility towards the press corps, I reckon that as it becomes harder and harder to protect a president of this setting, there is the world view that will be coming into focus and as such America is done for. As far as I can tell no one will be trusting America any day soon and there is plenty of evidence that most are likely to engage into trade deals with China over America, when that happens America might likely and up with one unlikely ally, namely Russia. Lets see how that pans out, shall we?

So feel free to doubt me, but feel free to validate this data with your own research and feel free to present evidence of that. I am not the one saying that my version is correct, but the absence of evidence in several ways are giving me a rather large chance that I am correct. 

MINERAL OCCURRENCES OF THE GUIANA SHIELD, VENEZUELADownload

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December 1, 2025 · 03:03

Where’s the outrage?

That was the question I raised to myself when I got the news (at https://www.bbc.com/news/articles/c741mpdyw9no) where we see ‘Venezuela condemns Trump airspace closure warning’ with the text “Venezuela has condemned US President Donald Trump’s statement that the airspace around the country should be considered closed. The country’s foreign ministry called Trump’s comments “another extravagant, illegal and unjustified aggression against the Venezuelan people”.” President Trump might think he is a rockstar, but in what universe does he get to tell another country how to use its airspace? Is American in a state of war with Venezuela? And beyond that, between the United States and Venezuela there is Mexico, Guatemala, Honduras, Nicaragua, Costa Rica, Panama and Colombia. So where’s the outrage of the media condemning his word? We also get “Trump wrote on Truth Social: “To all Airlines, Pilots, Drug Dealers, and Human Traffickers, please consider THE AIRSPACE ABOVE AND SURROUNDING VENEZUELA TO BE CLOSED IN ITS ENTIRETY.”” Apart from this rather weird person to let go of his CAPS LOCK key, and when I see the text “Some Democratic and Republican members of the US Congress have expressed anger that Trump has not sought legislative approval.” And the operative word is ‘some’ the fact that President Trump is telling the people of Venezuela that their airspace is closed is weirdly appealing. For that matter, as America has (in light of yesterdays article) “U.S. Bureau of Economic Analysis announced Monday it will not publish the delayed initial estimate of third-quarter gross domestic product, originally scheduled for Oct. 30, due to a prior government shutdown” (source: Bitget) as such, as it is already a month late and might that report show (I have no idea what it shows) that the American GDP has now moved from first to third position? Would be a nice gesture that his beautiful bill is now set against a GDP lower then the EU. But that is for later. What I do despite is the absence of media reporting on the Venezuelan setting and reporting on where the American people have the seemingly right to close another nations airspace. Want to do that to China? That be a real joke, it will have 1.43 billion people laughing their pants of. 

And with the setting that comes next a few things are ‘loose’, we see “Trump’s comments come just days after the US Federal Aviation Administration (FAA) warned airlines of “heightened military activity in and around Venezuela”, leading to several major airlines suspending flights there. Caracas then rescinded their take-off and landing rights. Venezuela’s foreign ministry urged “the international community, the sovereign governments of the world, the UN, and the relevant multilateral organisations to firmly reject this immoral act of aggression”, in a statement on Saturday.” On second thought, where is the outrage of the United Nations? They are probably to busy scolding Israel for acting against terrorists. It is not the BBC article that has me outraged, it is the lack of media holding President Trump to account, at the very least they should scold him on the use of the CAPS LOCK key, but that might merely be my setting, or as my mother used to say, that is an issue that can merely be found between your two ears. And she might be right on the CAPS LOCK thing, but I digress, I am not alone in this. Venezuela also gave us “Venezuela’s foreign ministry urged “the international community, the sovereign governments of the world, the UN, and the relevant multilateral organisations to firmly reject this immoral act of aggression”, in a statement on Saturday.” And as far as I see, Venezuela is right, there is no official war called from either Venezuela or the USA and as far as I know, US Congress is not the one saber rattling. 

And it is the silence of the UN is even more annoying, I am not sure how useful they are, but their usefulness might have become a thing of the past. Any delay by them calling America to order is another day that the usefulness of the UN is now a thing of the past and global budgets can get go of the 130,000 people that work for these organisations, as well as cut the budgets of these people in New York, might be another let down of the economy in the USA. 

Overall I wonder where the media outrage is in all of this. For me there is no real setting for Venezuela, it is a country 15,272 km away from Sydney and its 28.3 million people have no call on me, or does it hold any interest to me, but I believe in any nation to exercise its freedom and the the skies over Venezuela belong to the Venezuelan people, not President Trump. Should he be closing it due to an impending war, then he forgot to tell US Congress about it and should the USS Gerald R Ford and the 15,000 soldiers start a war with Venezuela, they better be prepared to deal with the assistance that Venezuela might get from its neighbors Colombia, Guyana and heaven forbid Brazil. A setting that might be the start of World War III, all that because he wasn’t eligible for the Nobel peace price? So you might think that I am overreacting, but the setting is almost prime to that, with the setting so close to Cuba, the mission of Steve Witkoff, United States Special Envoy to the Middle East might have had a second setting when talking to the Russians in regards to the Ukraine. And the might be a little frightening, because this reminds me of the 1997 movie Wag the Dog, where the President of the United States is caught being inappropriate, and what happens when this is a different spin, one that takes focus away from the abysmal economic state America is at now? Is it too far fetched, or does this scenario sound eerily true?

I have no idea what is going on, but to send the USS Gerald R Ford and 15,000 troops tend to make people nervous, especially when it is this close to Cuba and I wonder why the BBC is not asking a few loud questions on this setting. And as we consider the setting “to combat drug trafficking” is an overreaction to say the least. It might be true that the BBC reported that “other leaders in the region have welcomed Trump’s stance”, so who are they, or is it merely the president of Argentina? The lack of media in all this should get all your outrage, because Latin America is merely one step away from WWIII. If Venezuela gets any support, that setting is merely one step away, if Russia at all gets involved (because of Cuba) that fence is brought down and in that case this world has a new problem and I reckon that to avoid this Steve Witkoff might have had a different agenda then the world was told about in Russia. So whilst the Guardian reported (4 days ago) ‘US representatives call for Trump envoy Witkoff to be fired after leaked Kremlin call’ I wonder if this ‘leak’ incurred so that no one considered closing at the Venezuela setting in all this. It is all speculation, but the 15,000 men and that dinghy called the USS Gerald R Ford to fight drug dealers seems like a massive overreaction, as such I wonder what truly is going on and the media absence to all this is making me wonder more and optionally is making my speculations a little more extreme than even I like it to be. 

In terms of end setting, it might need more ‘examples’ and in this I call for the Running Man, a movie after the 1982 book by Richard Bachman (not the Vancouver hockey goalie), in this Arnold Schwarzenegger takes the lead as a blamed police officer. It is relevant as the movie starts with:

“By 2017, the world economy has collapsed. Food, natural resources and oil are in short supply. A police state, divided in paramilitary zones, rules with an iron hand”

considering that Richard Bachman wrote this 43 years ago, it is interesting that he is off by less than a decade. Quite the achievement if you ask me (I know, no one asks). But that setting is seen all over this field and Venezuela isn’t even the largest setting here, but it all adds up to that story and we are given these ‘truths’ by two movies is a little too awkward to consider. 

You all have a nice day, 360 minutes until breakfast for me.

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November 27, 2025 · 04:39

The sound of war hammers

It is a specific sound, nothing compares to that and it isn’t entirely fictional. Some might remember the Walter Hill movie Streets of Fire (1984) where two men slug it out with hammers, but that is not it. When a Warhammer slams into metal armor, the armor becomes a drum and that sound is heard all over the battlefield (the wearer of that armour hears a lot more than that sound) but is distinct and I reckon that some of those hammer wielders would have created some kind of crescendo on these knights. So that was ‘ringing’ in my ears when NPR gave us ‘Here’s why concerns about an AI bubble are bigger than ever’ a few days ago (at https://www.npr.org/2025/11/23/nx-s1-5615410/ai-bubble-nvidia-openai-revenue-bust-data-centers) and what will you know. They made the same mistake, but we’ll get to that.

The article reads quite nicely and Bobby Allyn did a good job (beside the one miss) but lets get to the starting blocks. It starts with “A frothy time for Huang, to be sure, which makes it all the more understandable why his first statement to investors on a recent earnings call was an attempt to deflate bubble fears. “There’s been a lot of talk about an AI bubble,” he told shareholders. “From our vantage point, we see something very different.”” So then we get three different names all giving ‘their’ point of view with ““The idea that we’re going to have a demand problem five years from now, to me, seems quite absurd,” said prominent Silicon Valley investor Ben Horowitz, adding: “if you look at demand and supply and what’s going on and multiples against growth, it doesn’t look like a bubble at all to me.” Appearing on CNBC, JPMorgan Chase executive Mary Callahan Erdoes said calling the amount of money rushing into AI right now a bubble is “a crazy concept,” declaring that “we are on the precipice of a major, major revolution in a way that companies operate.” Yet a look under the hood of what’s really going on right now in the AI industry is enough to deliver serious doubt, said Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy.” All three names give a nice ‘presentation’ to appease the rumblings within an investor setting. Ben Horowitz, Mary Callahan Erdoes and Paul Kedrosky are seemingly mindset on raking in whatever they can and then the fourth shines a light on this (not in the way he intended) we see “Take OpenAI, the ChatGPT maker that set off the AI race in late 2022. Its CEO Sam Altman has said the company is making $20 billion in revenue a year, and it plans to spend $1.4 trillion on data centers over the next eight years. That growth, of course, would rely on ever-ballooning sales from more and more people and businesses purchasing its AI services.” Did you see the setting. He is making 20 billion and investing $1.4 trillion, now that represents a larger slice and the 20 billion is likely to make more (perhaps even 100 billion a year. And now the sides of hammers are slamming into armour. That still will take 14 years to break even and does anyone have any idea how long 14 years is and I reckon that $1.4 trillion represents (at 4.5%) implies that the interest is $63,000,000,000. That is almost the a year of revenue and that is the hopefully glare if he is making 100 billion a year. So what gives with this, because at some point investors make the setting that the formula is off. There is no tax deductibility. That is money that is due, the banks will get their dividend and whomever thinks that all this goes at zero percent is ludicrously asleep and that is before the missing element comes out. 

So then in comes Daron Acemoglu with “A growing body of research indicates most firms are not seeing chatbots affect their bottom lines, and just 3% of people pay for AI, according to one analysis. “These models are being hyped up, and we’re investing more than we should,” said Daron Acemoglu, an economist at MIT, who was awarded the 2024 Nobel Memorial Prize in Economic Sciences.” He comes at this from another angle and gives us that we are investing more than we should. All these firms are seeing the pot at the end of the rainbow, but there is the hidden snag, we learned early in life that the rainbow is the result of sunlight on rainwater and it is always curves t be ‘just’ beyond the horizon and it never hits the ground and there will be no pot of gold at the end of it according to Lucky the Leprechaun (I have his fax number) but that was not the side I am aiming for, but it gives the idiocy we see at present. They are all investing too much into something that does not yet exist, but that is beside the point. There are massive options for DML and LLM solutions, but do you think that this is worth trillions? It follows when we get to “Nonetheless, Amazon, Google, Meta and Microsoft are set to collectively sink around $400 billion on AI this year, mostly for funding data centers. Some of the companies are set to devote about 50% of their current cash flow to data center construction.

Or to put it another way: every iPhone user on earth would have to pay more than $250 to pay for that amount of spending. “That’s not going to happen,” Kedrosky said.” This comes from Paul Kedrosky, a venture capitalist who is now a research fellow at MIT’s Institute for the Digital Economy, and he is right. But that too is not the angle I am going for. But there are two voices, both in their field of vision, something they know and they are seeing the edges of what cannot be contained, one even got a Nobel Memorial Prize for his efforts (past accomplishment) And I reckon all these howling bitches want their government to ‘safe’ them when the bough breaks on these waves. So Andy Jassy, Sundar Pichai, Mark Zuckerberg and Satya Nadella (Amazon, Google, Meta and Microsoft) will expect the tax system to bail them out and there is no real danger to them, they might get fired but they’ll survive this. Andy Jassy is as far as I know the poorest of the lot and he has 500 million, so he will survive in whatever place he has. But that is the danger. The investors and the taxpayers (you and me) get to suffer from this greed filled frenzy. 

But then we get “Analyst Gil Luria of the D.A. Davidson investment firm, who has been tracking Big Tech’s data center boom, said some of the financial maneuvers Silicon Valley is making are structured to keep the appearance of debt off of balance sheets, using what’s known as “special purpose vehicles.””, as well as “The tech firm makes an investment in the data center, outside investors put up most of the cash, then the special purpose vehicle borrows money to buy the chips that are inside the data centers. The tech company gets the benefit of the increased computing capacity but it doesn’t weigh down the company’s balance sheet with debt.” And here we get another failure. It is the failure of the current administration that does not adapt the tax laws to shore up whatever they have for whatever no one has and that is the larger stakeholder in this. We get this in an example in the article stating “Blue Owl Capital and Meta for a data center in Louisiana”, this is only part of the equation. You see, they are ’spreading the love’ around because that is the ‘safe’ setting and they know what comes next. You see the Verge gave us ‘Nvidia says some AI GPUs are ‘sold out,’ grows data center business by $10B in just three months’ (at https://www.theverge.com/tech/824111/nvidia-q3-2026-earnings-data-center-revenue) and that is the first part of the equation. What do you think will power all this? That is the angle I am holding onto. All these data centers will need energy and they will take it away from the people like you and me. And only 4 hours ago we see ‘Nvidia plays down Google chip threat concerns’ and it is all about the AI race, which is as I said non-existent, but the energy required to field these hundreds of thousands of GPU’s is and no one is making a table of what is required to fuel these data centers because it is not on ‘their plate’ but the need for energy becomes real and really soon too. We do not have the surplus to take care of this and when places like Texas give us “Electricity demand is also going up, with much of it concentrated in Texas due to “data centers and cryptocurrency mining facilities,”” with the added “Driving the rise in wholesale prices next year is primarily a projected 45% increase at the Electric Reliability Council of Texas-North pricing hub. “Natural gas prices tend to be the biggest determinant of power prices,” the EIA said. “But in 2026, the increase in power prices in ERCOT tends to reflect large hourly spikes in the summer months due to high demand combined with relatively low supply in this region.”” Now this is not true for the whole world, but we see here a “projected 45% increase” and that is for 2026. So where are these data centers, what are their energy surpluses and what is to come? No one is looking at that, but when any data centre is hit with a brownout, or a partial and temporary drop in voltage in an electrical power supply. When that happens any data centre shuts down, energy is adamant for all its GPU’s and their better not we any issue with energy and I saw this a year ago, so why isn’t the media looking into this? I saw one article that that question was not answered and the media just shoved it aside, but as I see it, it should be on the forefront of any media setting. It will happen and the people will suffer, but as I see it (and mentioned) is that the media is whoring for digital dollars and they need their advertisement money from these 4 places and a few more, all ready for advertisement attention and the media plays ball because they want their digital dollars (as I personally see it).

So whilst the NPR article is quite nice, the one element missing is what makes this bubble rear its ugly head, because too many want their coins for their effort and it is what is required. But what does the audience require? And the audience is you an me dear reader. I have set a lot of my requirements to energy falling short, but there is only so much I can do and it is going to be 32 degrees (celsius) today, so what happens when the energy slows down for 5.56 million people in Sydney? Because the Data centers will make a first demand from their energy providers or they will slap a lawsuit worth billions on that energy provider. And we the people (wherever we are) are facing what comes next. Keeping data centers cool and powered whilst we the people boil in our own homes. As such that is the future I am predicting and people think I am wrong, but did they make the calculation of what these data centers require? Are they seeing the energy shortfalls that are impeding these data centers? And the energy providers will take the money and the contracts because it won’t coexist to this, but that is exactly what we are facing in the short run and the investors? Well, I don’t really care about them, they invested and if you aren’t willing to lose it all with a mere card to help you through (card below), you aren’t a real investor, you are merely playing it safe and in that world there are no bubbles.

Remind me, how did that end in 2008? The speculated cost were set to $16 trillion in U.S. household wealth, and this bubble is significantly larger than the 2008 one and this time they are going all in on money, most of them do not have. So that is what is coming and my fears do not matter, but the setting that NPR gives us all with ‘Here’s why concerns about an AI bubble are bigger than ever’ matters and that is what I see coming.

So have a great day and never trust one source, always verify what you read through other sources. That part was shown to be when we all see (from various sources) that “The United States is on track to lose $12.5 billion in international travel spending this year” whilst my calculations made it between 80 and 130 billion and some laughed at my predictions a few months earlier and I get that. I would laugh too when those ‘economics’ state one amount and I come with a number over 700% larger. I get that, but now (apparently) there is an Oxford economics report that gives us “Damning report says U.S. tourism faces $64 billion blow as Trump administration’s trade wars drive away foreign visitors and cut spending”, so I have that to chase down now, but it shows that my numbers were mostly spot on, at least a lot better than whatever those economics are giving you. So never trust merely one source even if they believe to be on the right track. But that is enough about that and consider why some bubble settings are underexposed and when you see that the NPR gave you three additional angles and missed mine (likely not intentional) consider what those investment firms are overseeing (likely intentional) because the setting that they are willing to lose 100% is ludicrous, they have settings for that and as the government bailed them out the last time, they think it will save them this time too.

Have a great day today, I need an ice cream at 4:30 in the morning. I still have some, so yay me.

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November 26, 2025 · 06:48

When one domino falls

That is always the case, isn’t it? For completely unrelated settings, one tends to dump over the other one. It isn’t fair, it doesn’t always make sense, but there you have it and whilst several players reported on it, I was pushed into motion by the Army Recognition story giving us “Canada is reexamining its plan to buy 88 F-35A fighters after Sweden used a royal state visit to promote a Gripen E or F production and R&D hub in Canada. The debate now pits industrial and political incentives against warnings from former RCAF leaders that a mixed fleet could dilute combat power and strain a tight defense budget.” It comes from the article ‘Canada Reconsiders Full U.S. F-35A Fleet As Swedish Gripen-E Fighter Offer Gains Ground’ which we see (at https://www.armyrecognition.com/news/aerospace-news/2025/canada-reconsiders-full-us-f-35a-fleet-as-swedish-gripen-e-fighter-offer-gains-ground) it isn’t merely about Swedish precision (Hasselblad is a great example), but the American administration is rearing its ugly head in a few nasty ways. There was the massive setting on the Ukraine peace plan, which according to some (unreliable sources) was delivered in Russian on a napkin, then there is the Epstein files, which first never existed, then it was a Dem Socratic hoax and now (source: the guardian) ‘US justice department renews request to unseal Epstein grand jury materials’, so the DoJ had to renew its request? This happens with “The justice department has renewed its request to unseal grand jury materials from the Jeffrey Epstein investigation that led to the disgraced financier’s federal indictment on sex-trafficking charges in 2019.” And with the actions of Ambassador Pete Hoekstra  actions in Canada. These matters all influence what is happening and with ‘Hoekstra hints F-35 deal could impact stalled U.S.-Canada trade talks’ (source: CBC) the Canadians have had enough and with the lingering ‘51st state’ comments from all over the place (mostly from America)  the entire setting of $20.2 billion is about to be thrown out of the window. And would you know it, the Gripen is cheaper, has a better Arctic track record (it tends to get really cold in Calgary and Winnipeg) and it is NON-AMERICAN and whilst PM Carney is making deals all over the globe and the 2 deals with the UAE and India setting the investment score for Canada at 125 billion. That is money not going to America, merely Canada and now they also lose out on 20 billion to their defense industry. Loss upon loss upon loss. How long can America pretend that it was no big deal? 

So while we read “Canada’s fighter replacement program, long anchored on an order for 88 F-35A Lightning II jets under the Future Fighter Capability Project, has entered a new and politically charged phase, as reported by Newsweek. During a state visit to Ottawa by King Carl XVI Gustaf, Swedish officials and Saab executives pressed a structured proposal to meet part of Canada’s requirement with Gripen E or F aircraft assembled in the country, tied to sizable job-creation and technology transfer promises. According to those familiar with the discussions, the idea of a dual fleet is now being floated just as former Royal Canadian Air Force officers publicly urge Prime Minister Mark Carney’s government not to trim the F-35 buy or introduce a second fighter type that would require separate training, infrastructure, and logistics.” This makes me wonder the ‘financial position’ of these FORMER officers. Wouldn’t ask that question? I am also wondering why they became former officers, but that is me because I do not know these people and I question everything. I reckon that Lockheed Martin might be worried when they lose 20 billion, making the deal with Saudi Arabia almost essential to make a living (an exaggeration for sure).

But the story from the Canadian side is whether the Gripen can uphold keeping the Canadian air-force competitive enough over Canadian sky. I tend to think yes, but then I am not a pilot and I never flown a jet, I merely watched Tom Cruise do so. My biggest flight setting was using the bar on a jet from Amsterdam of JFK international, so there, not entirely a noob. ;-P

And as Defence Industry Europe gives us ‘Canada considers shifting F-35 order toward Sweden’s Gripen as Ottawa reviews jet procurement’ (at https://defence-industry.eu/canada-considers-shifting-f-35-order-toward-swedens-gripen-as-ottawa-reviews-jet-procurement/) with “Canada has already selected the F-35A to renew its Royal Canadian Air Force fleet and has committed to buying 88 aircraft to replace its Boeing F/A-18 Hornets. Ottawa has allocated funds for 16 F-35s now being built in Fort Worth, Texas, but the remainder of the order appears uncertain amid worsening relations between Canada and the Trump administration”, so Lockheed Martin won’t lose all the dineros, but a large amount is seemingly move towards Sweden and as I see it, Sweden now needs to properly fund two Christmas baskets (nuts that time again). One for President Trump and one for Ambassador Pete Hoekstra for making this possible, expected Hamper shown below.

You see, this all seems clear cut, but I am wondering what this domino will throw over, because that is almost certain happening, especially with the American Ambassador throwing his accusations in the air. He might be claiming that Canadians are meddling in American politics, but they started the ‘51st state’ claims and the next Canadian step might be even less nice, Canada now have options especially when they are gaining so much ground in revenue, investments and manufacturing options (aka jobs). All these parts never involved America (other than making them no longer part of any equation), so what is next? I see options in possible ammunition replacements for the entire Defense industry. Jets and ships might make the news for the larger amounts, but the steady stream of revenue that ammunition brings could also fall to other places (like the UK), so what will that cost America?

Have a great day, I am now 83 minutes removed from the upcoming breakfast and there is a subtle hint hidden in that part too.

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November 25, 2025 · 12:56

The Rock of stars

That is the setting we see and it matters. The BBC gives us (at https://www.bbc.com/news/articles/cx2ek2d9y61o) ‘Carney says trade talks with Trump to resume ‘when it matters’’ with the underlying “Asked when he last spoke to Trump, Carney responded: “Who cares? It’s a detail. I’ll speak to him again when it matters.” The prime minister’s remarks come after trade talks were derailed last month when Trump took offence at an anti-tariff advertisement featuring Ronald Reagan, which was aired by the province of Ontario.” It is the “Who cares?” That mattered. It had the Canadians in stitches, but the underlying truth is also there. America is done for under this administration. We all have heard how ‘Canada’ does not mean anything to President Trump except as a 51st state. And the Canadians are pissed and that is merely the beginning. But as the American administration thought that they had an upcoming minion and under Prime Minister Mark Carney Canada is showing itself to be the one nightmare you do not want to mess with and It is costing America nearly everything they have to stop this doom-setting from unfolding. 

In other news we are given (by CBC at https://www.cbc.ca/news/politics/ottawa-alberta-mou-energy-pipeline-9.6990768) ‘Ottawa, Alberta agree to broad outlines of energy deal, including support for pipeline’ where we see “Prime Minister Mark Carney and Alberta Premier Danielle Smith have agreed to the broad outlines of a memorandum of understanding that would give Alberta special exemptions from federal environmental laws and offer political support to a new oil pipeline to the B.C. coast, CBC News has learned. The deal is set to be formally announced at a joint Carney-Smith news conference in Calgary on Thursday.” In this setting there is no America and with this there is an additional setting that gives Vancouver additional revenue streams and none of it is going to America. And hours ago CBC gives us ‘Carney, Modi agree to launch negotiations on new Canada-India trade deal’ with the text “In a social media post published Sunday afternoon, Carney said a trade deal could double Canada-India trade to $70 billion.” This comes after the UAE deal made and that puts Canada as the front runner for a massive revenue gain in several ways and whilst the Canadian Conservative Party gives us (via CTV) “Conservative MPs slammed Prime Minister Mark Carney Monday over dismissive comments he made recently when asked about stalled trade talks with U.S. President Donald Trump. While taking questions from reporters in Johannesburg on Sunday, Carney was asked when he last spoke with Trump and replied, “Who cares?” “I look forward to speaking with the president soon, but I don’t have a burning issue to speak with the president about right now,” he said. “When America wants to come back and have conversations on the trade side, we will have those discussions.”” This comes even as the latest information is given that another impeachment trial is awaiting President Trump before Christmas. As such the ‘who Cares’ seems spot on, whatever deal can be made will not happen this year and in the meantime Prime Minister Carney has already two victories and whilst the Star (that one from Toronto) gives us (at https://www.thestar.com/business/opinion/while-an-erratic-trump-ignores-canada-carney-quietly-cements-international-investments-elbows-up-indeed/article_bdbeeb99-7691-4118-8c09-dff12fa0927e.html) ‘While an erratic Trump ignores Canada, Carney quietly cements international investments. Elbows up, indeed’ where we see “It’s been about 10 months since U.S. President Donald Trump declared economic war on Canada, and there has been no progress in ending the debacle. That failure is not Canada’s fault. Trump is playing another of his games with us, this time giving us the silent treatment.” In the meantime Canada and its Prime Minister got to work (elbows up they call it) and made deals with world leaders attending the G20, that is that trade show that President Trump ignored, or he misplaced his invitation. But he is not there, as such Canada is making deals. So whilst the haters and devoted ‘Conservative Party members’ call ‘Wasting money’ This PM is making deals that will push new boundaries in revenue for Canada, making it a profitable country for its citizens. So whilst the the Trump administration is currently keen to scrap the trilateral trade deal among the U.S., Canada and Mexico, Canada is making new deals with Mexico that makes America (kinda) irrelevant. Its all in a days work for the formerly known Marky Mark of the British bank. And as a former Governor of the British Bank he knows who is guarding the coffers of their respective nations and Canada is making headway to nearly all of them. Another loss for America.

And the Financial Post (at https://financialpost.com/news/carney-world-us-stresses-new-ties) gives us ‘Carney says world can move on without U.S., stresses new ties’ with the supporting text “Prime Minister Mark Carney said the world can make progress on a range of issues without the U.S., and that consensus reached at a Group of 20 leaders’ meeting in Johannesburg this weekend carries weight despite a boycott by United States President Donald Trump’s administration.” And as I personally see it, the G20 that could have ‘saved’ America in more than one way is now the stage where America is made irrelevant. OK, irrelevant is perhaps a bit strong, but the setting that these 18 world leaders are happy not having to dance with President Trump is almost the centre stage as the media gives this to us. As such we are given “After a Nov. 20 meeting in Abu Dhabi with United Arab Emirates President Sheikh Mohamed bin Zayed, the Gulf country committed to investing $70 billion in Canada, Carney said, without providing specific details. That’s the biggest investment pledge Canada has ever received. “We’re signing new deals and finding new investors to fuel our plans for Canada’s economic ambition,” he said. “We’ll expand trade and catalyze investment in increased partnerships across a range of areas from AI to energy in the Indo-Pacific and Europe.”” As I see it, it is the better part of a $140 billion deal that America missed out on, and they could really afford losing this much (that part was sarcasm for those who fail to recognise it). As I personally see it, Mark Carney came at the right time and now Canada is the frontrunner as an investment partner. As investments I can see one other place. Oracle, as I see it Oracle has only 2 data centers and they will need a third one if I understand the settings from America correctly. Microsoft has to open its data-gates to Federal authority and when that really happens many will scream and seek other venues outside of the US and Oracle might be the better solution there too. So as I see it, there is plenty of investment to come and that would never have happened under Pierre Poilievre, so he can campaign all he wants, but the Canadian people are on to him and he doesn’t stand a chance against Mark Carney. So there is a larger setting where America is becoming irrelevant and mostly done by there own actions and Mark Carney saw the opportunity for Canadians and he is grabbing that with both hands. 

So the haters can throw whatever they want on social media, but we all know better (even the Commonwealthian people outside of Canada) Carney is gold, he is the Rockstar of Canada, even Stevie Nicks and Celine Dion agree (my presumption) and as we see this, he is also becoming the Rock of Stars in the global political community, they all want their selfie with him.

Have a great day, I am closing in on the midweek, a mere 11 hours to go.

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November 22, 2025 · 15:40

When consumed by anger

This happens to all of us, you, me, everybody with a soul and a decent setting towards ethical boundaries. So when I heard yesterday about the Ukrainian setting, I kinda lost it, but I refrained from acting until I had most of the evidence.

First there is ABC (at https://www.abc.net.au/news/2025-11-22/volodymyr-zelesnkyy-says-us-peace-plan-difficult-choice-ukraine/106039966) giving us ‘Volodymyr Zelenskyy says Ukraine faces choice of losing dignity or US backing, Trump gives a week for decision’, so Russians bombing civilians he gives 10 days (a few times) and this setting gets a mere week. Summarized (by ABC) we see:

  • Ukrainian President Volodymyr Zelenskyy vowed he would not betray his country’s national interest, as he addressed news of a US-led peace plan to end Russia’s war. 
  • The 28-point plan that America has presented to Ukraine endorses some of Moscow’s demands and leaves security guarantees for Kyiv vague.
  • Mr Zelenskyy has said Ukraine now faces the difficult choice to either “losing dignity or risk losing a major partner”. 

And we get in addition “after the US presented Kyiv with a peace plan that endorses key Russian demands. Speaking in the street outside his office, a location he uses only rarely for major addresses, the Ukrainian president said his country was trying to preserve its freedom while retaining the support of its most important ally.”

This is where I kinda lost it. This president Joker (his new nick name), this 6 times loser hands a helping hand to Russia?

  • He sided with Russia (Against Ukraine)
  • He threatened members of congress with hanging. (Sens. Elissa Slotkin of Michigan, Mark Kelly of Arizona, Reps. Jason Crow of Colorado, Chris Deluzio and Chrissy Houlahan of Pennsylvania and Maggie Goodlander of New Hampshire)
  • He is pressuring Canada (51st state remarks for a start)
  • He is allegedly illegally attacking nations with tariffs
  • He is a convicted felon (on over 25 counts)
  • He failed the American Economy (Tourism)

I am now calling on the Swedish Nobel committee to deny him any awards (especially the peace price) for the rest of his life. A person of this setting should not be awarded anything (except a dunce cap) Furthermore I call on any Commonwealth nation and any EU nation to give support to the Ukraine as best as you possibly can. I released several IP parts that could end Russian nuclear reactors as well as sink their naval capacity. I also have an option to take away their airfare in a new and innovative way, but that is still in the works. Russia has over 1,000 airports and I figured on a drone setting that could end that nice setting to the bulk of them, what a lovely surprise it would be if these ‘supersets’ cannot take of, a slim setting, but there you have it. DARPA was so set on finding military solutions that they seemingly forgot about the other weaknesses the airforce tend to have.

More important is the message that I and many like me support President Volodymyr Zelenskyy and the Ukrainian people, on a lighter note, who would not support this Paddington bear (2014, 2017) when it comes to it. 

And the setting that Washington gave the Ukraine, that they agreed with Russia without Ukraine is a “Washington has presented Kyiv with a 28-point plan, which calls for Ukraine to cede territory, accept limits to its military and renounce ambitions to join NATO”, so how about limit Russian forces by making 1,000 airfields unusable? How about making naval options (including merchant navy) options obsolete and redundant? And how about NATO gets to Ukraine in the next 7 days? I reckon this is only possible with British, Dutch and German forces coming together on this. France will become the buffer army for European territory. 

Am I angry enough? Well, I still have the option to making the nuclear reactors meltdown on itself and that if functional could give the Russian people a new consideration of cold, February should be frisky in Russia, so there we have it, I might not be some kind of Sylvester Stallone, but I used to be a decent marksman and there is nothing wrong with my innovative creativity, so let’s have fun on this and after that all barrels will be pointed on America for siding with Russia. I am calling for a complete segregation of economic assistance of America. Good and services. Canada is doing its part, lets see what the rest can do. When no one hands them oil, their own oil will support them and that is costing them dearly. There is no need to export their oil and get cheap oil abroad. They can all fuel themselves in America. 

I am actually this angry. If you are not an American, have a great day.

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November 15, 2025 · 02:12

Trumping it along

That is the setting as President Trump proclaimed publicly “We don’t need Canadian lumber” and then Canadian wood product (lumber and utensils too) got a tariff hike. So as American lumber is needed in construction it would not be starting at a 25% depletion of that market (12 billion board feet) is now going somewhere else, Canada has had enough of this bully tactic and that is going to cost America a lot more than ever considered. It is about to cost America well over an additional $23 billion (source: Capital Briefs) and that was merely the start of this. Now the Financial Times gives us ‘Canada to reroute lumber exports as Trump’s tariffs bite’ (at https://www.ft.com/content/e56e8bb0-6dc0-4447-a907-e95164cec8e5) where we see “Canadian producers are seeking to divert around 10 per cent of the lumber normally sent south of the border to new buyers in the UK, EU and Middle East after the US president in September added a 10 per cent tariff on lumber, on top of an existing 35 per cent duty. The aim to send some 1bn board feet to alternative markets — enough to build at least 75,000 average size American homes — underscores how Trump’s tariffs are starting to reshape some global supply chains, although tensions between the US and Canada over wood exports have simmered for more than half a century.” With the added ““The US simply needs to fact-check better before they end up with a large shortage of lumber that may cause further housing shortages,” said Rick Doman, chair of the Forestry Innovation Investment board of British Columbia, which produces over half of Canada’s lumber. Washington’s escalating trade measures towards Ottawa have led to shutdowns and job losses in Canada’s C$87bn ($63bn) forestry industry, one of the country’s largest employers.” We see that Canadians have had enough of the voice from Washington DC, with Canada shifting towards Europe and Asian Markets, as well as stocking up on renewable products the setting becomes a global setting where America can now no longer fuel its own softwood needs driving housing prices through the roof (except for Florida where the Canadian snowbirds are putting their  houses up for sale, leaving in excess of 175,000 houses empty and deserted). That is the setting America no faces and whilst America accuses Canada itself as a dumping ground, they better come up with the evidence and as we see “Zoltan van Heyningen, executive director of the US Lumber Coalition, a lobby group, said the American timber industry could replace 1bn board feet of Canadian imports “without batting an eyelid”” that person better prove to be true to his word, because as it stands Canada is withdrawing over 3 billion board feet of wood. And the NAHB gives us that  “With American sawmills operating at just 64 per cent of capacity it “will take years” for US domestic lumber production to expand to meet industry demands” and in that meantime it will be shredding nearly every environmental document it has, because as I see it, the nearest place it can go to is Washington State and I reckon it will cost a few more pennies to get all these trucks up and going. In the meantime we see that “the US relies on a further 12bn board feet of softwood lumber from Canada for use mostly in housebuilding. Even allowing for spare US sawmill capacity and average recent American exports of 1.3bn board feet a year, the US is currently 3.2bn board feet short of meeting current demand, according to analysis by Fastmarkets, a price reporting agency.” And the ‘graphs’ all show that America depends on almost 30% Canadian wood, when that all falls away its own wood export collapses to zero. And that gives America a new mess to deal with, because Canada is eager to make long term agreements with Europe and Asia, which means that the next administration inherits this mess in 2028 and there is no going back. And as I see it, the bill will be passed on to Weyerhaeuser, West Fraser and Sierra Pacific Industries who will have to increase their produce by almost 50%, to make up for the shortages it faces, so in what reality did you ever see that happen? 

It might sound like an amazing option for these three, but in the American setting it does mean that nearly every environmental agreement will have to be torn up to even make this work. In the meantime Canada is expertly drilling into a $280 billion market and is seemingly doubling that within the next decade, as Canada is now moving from a resource player to more highly valued products, its margins will increase nearly exponentially and is becoming the new innovator on the block and that will ease the pressures that America thought they would hand them, their plan for Canada becoming the 51st state is blowing up in the faces of Politicians in Washington DC and that is the short and sweet of it for Canada. The hardship handed by president Trump is becoming the opportunity for PM Mark Carney. And Canada is loving the outcome of this setting, because as such high value products are to be made in Canada, giving them the setting from $255.20 towards a more then doubled market that is to come and as China replaces America as the number one export country, there will be additional settings there too. An opportunity that Canada will handle with care while in the same time increasing its export to Europe. As I see it, America merely shot itself in the foot (yet again) and that setting is to be crowned as the number one achievement for the Administration carrying that royal crown. It tried to diminish the economic footprint of its northern partner, instead it opened a new revenue handle and increased its export standing with both the EU and China. And as I see it, at no significant initial loss to Canada and over the next few years it will show a significant surplus to boot. 

A setting the Commonwealth prices and a big round of applause is handed in the direction of Prime Minister Mark Carney who is now seen as the big winner (perhaps he will accept a Nobel peace price in 2026?)

Well, you all have a great day and special mention for Capitol Brief and the Financial Times for their support in this. It is 02:00 now. Time for me to introduce myself to the procedure of snoring.

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November 10, 2025 · 06:22

Shooting birds

This is a setting that is up in the air (quite literally) the setting that America is shooting its own economic plan in the foot so to say. There is something wrong with the animosity that America is throwing into the direction of Canadians and as I see it, their new target are the snowbirds. The Guardian informed me last night that ‘Trump tariffs and strict US border rules threaten flight of Canada’s ‘snowbirds’’ (at https://www.theguardian.com/us-news/2025/nov/09/canada-snowbirds-florida) where we see “Many have ditched plans to visit their southern neighbor and are looking to spend their valuable dollars elsewhere, largely put off by Donald Trump’s escalating economic war with Canada and strict new immigration rules that have created fear and confusion.” With the additional “Canada’s own tourism industry, meanwhile, is reporting record revenue. Buoyed by visitors who decided to stay home, the sector took in CA$59bn ($42bn) from May to August, a 6% increase on 2014. (American visitors to Canada dropped 1.7% during that same period.)” And whilst we see almost everywhere “International tourism to the US is forecast to decline by around $12.5 billion to $29 billion in 2025” we get from others sources that their income is increasing a lot more, as such I stay with my conservative losses to be predicted between $80-$130 billion, and now the snowbirds with their “More than half of Canadians with homes in the US – 54% – are considering selling in the next 12 months, with 62% of those citing the political situation as their main reason, according to research published in August.” This comes from Royal LePage, where we also get “According to a recent Royal LePage survey, conducted by Burson, more than half (54%) of Canadians who currently own residential property in the U.S. say they are planning to sell within the next year, among whom a majority (62%) credit the current political administration as the main reason. Meanwhile, 33 per cent of them say they are motivated by other factors, such as personal and financial reasons, and another five per cent say it is due to increasingly extreme weather conditions, like hurricanes, flooding and forest fires.” Which gets us an additional part, but that too will be hard on America, they are investing it domestically in Canada. So, as we consider “While some blame a weak Canadian dollar and rising travel costs for their decision not to travel, 40% also cite political tensions with the US. Trump has frequently assailed Canada and its political leaders, recently retaliating for an anti-tariff advertisement posted by the Ontario government by slapping an additional 10% tariff on imports from a country he has repeatedly taunted as the 51st state.” A lot might see this is trivial, but as a Commonwealthian I adhere to the foul stench that the “51st state” is making. In the meantime we see politicians not being sworn in because they are on the other side of the isle, the US shutdown is now the longest in history and for the second day the airlines are buckling as over 1000 flights have been cancelled with the additional “Nearly 6,000 flights were also delayed, down from over 7,000 delays on Friday, according to flight tracker FlightAware” (source: BBC) so as I see it America is bleeding revenue all over the nation and directly from their veins into the streets and all this is happening 2 weeks before Thanksgiving. Yes, my view of $80-$130 billion really was conservative as all the trimmings that Thanksgiving would bring is now about to grease the coils of loss, on the other hand Turkey is likely to be on sale soon with a nice 75% discount. But the hardest part was seen down that article as those readers were given “And things will likely get worse in the coming days as the FAA increases the percentage of cancelled flights.” Because those people n need an alternative destination. I will offer the thought that Dubai and Abu Dhabi have both really nice weather conditions this time of year, with a special mention of Abu Dhabi with all their theme parks as a Florida replacement. These losses are enlarged by the setting that the snowbirds bring, the quote “Analysts say any significant drop in snowbird visits could be catastrophic for states where they are among the biggest spenders during the winter months. The snowbird economy brings in an estimated $20.5bn annually in direct spending, property and sales taxes, and supports millions of jobs, especially in tourism, hospitality and retail”, so as I see it, the economy of Florida is about to take a handful of downers from the get go, and all this sets the the outlook of Thanksgiving in places like Florida with a grim undertone, because when all things settle it will take years to get over this and if the Snowbirds leave, the economy will take a massive his in Florida and likewise places for years to come. 

So when. We get to “Valorie Crooks of Simon Fraser University said the more obstacles that are placed in the path of snowbirds, the more likely they are to take themselves, and their money, elsewhere, such as Mexico, the second most popular destination for Canadian winter travelers.” The fun part is that this would enable places like Abu Dhabi too, when these people realise that there is a lot they would love, Sheikh Mohamed bin Zayed Al Nahyan might want to consider advertising the splendor to Canada and Canadians. That would grease the lining of the Abu Dhabi economy by a fair bit and there is plenty of material on YouTube that Canadians can see for themselves. And the setting of a zero tax state is beneficial in a few more ways. 

Overall there are plenty of alternatives for people visiting America and as its government is shutdown, there are many more ways to look elsewhere for the needs of these people. And funny enough, Americans might not like it, but they elected their curse to office themselves. So how is this Big Beautiful America, has it been made great, or was that presented silver lining the start of many dark clouds? And as I saw my losses to $80-$130 billion, CBS reported that this shutdown is costing the Americans in the setting of “Estimates of the economic hit from the U.S. government shutdown put the losses at up to $16 billion every week the impasse continues” as such my model of loss was severely conservative as I never considered the impact of a US shutdown. As I see it, America made a huge error going on the Snowbird hunt, and it could have been prevented on several levels. Try to have a great day today.

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November 8, 2025 · 16:33

Is it a bird, it is Superman?

Nope, it is a plane and it is heading for Saudi Arabia as we read (at https://aviationa2z.com/index.php/2025/11/08/saudi-arabia-to-buy-48-f-35-worth-142-billion/) ‘Saudi Arabia to Buy 48 Most Expensive Fighter Jet in the World Worth $142 Billion’, as such the first hurdle of the Pentagon has allegedly been passed. We are given “Saudi Arabia’s request for F-35 Lightning II stealth fighters is reportedly progressing within the Pentagon, according to sources cited by Reuters. The move could make Riyadh (RUH) the first Arab nation to field a fifth-generation stealth jet, breaking Israel’s exclusive control of the platform in the region.” And let’s face it, they can afford these bad boys. And it would make any Russian equipped Iranian flight force obsolete. Some say the best air force is one you never have to fly. I disagree. I say  “I prefer the air force  you only have to fly once. That’s how the veterans did it, that’s how allies do it, and it’s worked out pretty well so far” (yes, I stole this quote from Iron Man, so sue me) it is like Australia being attacked by New Zealand in Sopwith Camels in the past, it never went anywhere. As such these 48 birds will await with baited breath for Iran to make a silly mistake and it will be the last mistake they will ever make. I reckon that these 48 can take on at least 98 of their Sukhoi Su-57 and Russia (at present) seemingly only made 29 of them, the rest is outstanding, as such Iran will no longer have options in the air as soon as the first set of these bad boys arrive. 

I never understood the reluctance to sell these planes to their own ally, but in the end it seems that Saudi Arabia is getting them. And when we see “The potential sale aligns with former U.S. President Donald Trump’s defense agenda, as his administration approved a $142 billion arms package for the Kingdom in May 2025. Although the F-35 was initially excluded, the latest discussions suggest it has now advanced to the Defense Secretary level, signaling renewed momentum.” This event started in 2017 and it appears that Prince Khalid bin Salman Al Saud (who was elected to this position in 2022) did not wander in the situation, as it seems he went in and got the job done. This is no attack on its predecessor as the American administration had been dragging its feet since day one (a presumption that I am making) but now the good news is flying all over the Arabian peninsula and as I see it a defeat by horse no show through Iran. 

In opposition I see “Tel Aviv has repeatedly emphasized its right to maintain military superiority under U.S. law, which restricts Washington from supplying equivalent systems to neighboring states”, I am in opposition here as Iran is the danger and Israel knows this. Saudi Arabia had been adamant on protecting its own borders and this will do this. And as I see it, the Israeli response is (seemingly) ludicrous. With “Israeli officials and defense analysts have voiced concern that F-35 deliveries to Saudi Arabia could erode this advantage. They warn that potential technology transfers to Russia, China, or Iran—however speculative—could compromise sensitive systems.” It is a decent preemptive fear to have, but as Iran is no friend of Saudi Arabia and handing any technology to Russia would only make it stronger seems to be a weird fear to have. I get that Israel has these fears but as Saudi Arabia needs its own borders secure, I reckon that this is too far fetched a fear to have. It’s like I would have a fear being attacked by Piranha’s, all whist the closest lake is miles away. 

So I reckon that there will be salutes and felicitations going all over Riyadh at present.

Have a great day and don’t have too many dreams on Australia being attacked by Sopwith Camels, they don’t have the range to make it from Wellington to Sydney.

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