Tag Archives: President Trump

May 9, 2025 · 11:54

The end of defense

That is the setting that SBS (at https://www.sbs.com.au/news/article/australias-big-question-in-donald-trumps-movie-tariff-threat/apjiwwsr0) invites us to consider. You see, in the eyes of the ‘true blue’ democrats, the message becomes You cannot set the stage to an orange overtly bully baboon and perhaps they actually had the right notion. At some point it is pointless to merely play the defensive stage. In Pencak Silat I learned decades ago that defense without offense if pointless and offense without defense is useless. So it is time to up the game. No matter how stupid the actions of President Trump are seen, the game needs a boost and he gave us the perfect reason. And as ‘their’ presentations give us, California is at present the richest area. As such the link gives us ‘Australia’s $767 million question in Donald Trump’s movie tariff threat’ there is an upside and a downside. You see, the Commonwealth might see this as an opportunity, consider the Australian acting community (Hugh Jackman, Chris Hemsworth, Cate Blanchett, Rose Byrne and many more), the Canadian (Ryan Reynolds, Nathan Fillion, Sandra Oh, Sarah Polley) and many more and last but not least the United Kingdom (Tom Hardy, Idris Elba, Tilda Swinton, Kate Winslet, Emma Thomson) and many many more, Agree that they will no longer work in American productions. They will seed the field for each others areas. So how long until the investors back away from America and Hollywood? How long until DC, Marvel and other franchises build their own studios (likely in Canada) outside of the US? 

It isn’t fair on these people, my view is that they made with one film more than most people will ever make in their life. (I should know as I hoped that Matt Damon would pay me $3,000,000 post taxation for one of my scripts and I have always prided myself of being a fair return on investment). Still it is not really fair on them, but it is an offensive move and it is one I just came up with. I reckon that Canada and Australia have the ability to mirror the English setting and create two distinct area of expertise. If America gets desperate they could always fund the Nigerian movie industry who is almost dying to expand. 

At this time (if enough people agree) America will get the White House under control with their desperate tariff settings. Consider that this President has shown to be a dictionary of two words (golf and tariff), as such I believe the time has come to start becoming proactive, this defensive actions to knee jerk reactions from Washington is upsetting the balance of established settings. The world is in too much trouble. At times this seems to be set to a old  premise that a comedian gave us (I forgot his name). “Lets put all the extremists in one room, the extreme right and the extreme left and let them expire each other”, it is slightly radical but in this day and age it might just work. 

So consider “This week, Trump announced he would be pursuing a 100 per cent tariff on all movies “produced in foreign lands”” next, consider that the bulk of the American movies get over 50%, sometimes as much as 70% from foreign lands. So should that be lessened by these tariffs? It is easy to think that it is all America, but that isn’t true. When all these non-American movie theaters pull their American settings, California becomes less in income than most other states and they still have the producing costs coming their way. In that time Canada and Australia grow their business and grow with aid from the UK. Then consider all the movies based on non-American scripts and novels. The setting enhances against America. A setting I saw within 600 seconds, so why aren’t the game play makers in politics? 

Is my plan flawless? Never a lessened truth was that obvious, there are flaws which starts with the national movie industry, but it might be a first step in getting President Trump of all our backs and that is never a bad thing.

So as we seemingly embrace ““The movie industry in America is dying a very fast death. Other countries are offering all sorts of incentives to draw our filmmakers and studios away from the United States,” he wrote on his Truth Social platform over the weekend.” Is that our fault, or is that the fault of free driven wannabe’s in Movieland? I seemingly might be one of them with my script (and 3 more on the road to completion, which is a story for another day). Consider that at present is set to “The number of movie scripts registered annually varies, but a rough estimate is around 50,000 screenplays registered with the Writer’s Guild of America each year.” All whilst a mere 350 make it to the screen. So is this a numbers game, or is it a quality game? 50,000 scripts implies 136 scripts a day are pushed to some producer pool and they are tired, going for amounts, not for quality. All hoping for a next dime, but there is always a snag hitting up and they wonder why America’s movie industry is dying? I reckon that Netflix, Disney plus, and others aided in that impeding death.

It is time to up the ante and nationalizing our acting guilds, movie producing guild and studio guild might be the way to go go about this (might is the operative word) but the tariff game is over, apart from the small fact that America might be already too broke to consider another matter. Oh, and I never took the Korean or Japanese market in consideration, so the problem is worse for America. As I see it, the offensive game might become the way to go, even if it is the only way to consider that whomever gets into the White House has a much larger vocabulary and ‘tariff’ is not one of them words. 

So feel free to disagree, but consider the setting the UK market has had for decades, Canada and Australia has shown to grow it in the last few decades and consider the stars you revere, are they all American? 

Have a nice day, a great one if possible and reconsider the setting you are confronted with, what is the actual solution? I am not sure what is.

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May 8, 2025 · 10:11

In memoriam

I saw the stage unfold and I am still seeing the downfall of Florida, but the UAE just added the cherry flavored candy coating to that obituary. This was always going to happen, but two elements added to this evolutionary accelerated game. First there was Governor DeSantis who (seemingly) anti-Woke decided to give Disney a run for its money in all kinds of anti settings. I do not know all the details, but they are there. As such there was a diminished setting for tourism setting the destination to Florida. No matter how great the Epic Universe looks (and it looks beyond amazing for what I can see on YouTube), the stage was set. Then we get this whatever he calls himself in the White House playing the tariff game and impeding tourism in America (as I personally see it) and the busk of all Canadian are looking for another destination (plenty of Europeans too), so that is stage 1. The diminished interest in Florida, and even if you think that is not enough (and it isn’t), the UAE and Disney create a bond which will get Disney World to Abu Dhabi on (you guessed it) Yas Island. It will be sitting next to Warner Brothers World, Ferrari World, Water World and Sea World. When Disney opens its doors the setting of Stage 2 is achieved. 

Universal and Disney which was able to keep tourism in Florida will be setting a larger exodus of Tourism towards the UAE. It makes sense that Disney wanted to get in on the Emirati business, it they had not gotten there, others would have. So the business setting was clear and I saw this evolve over a year ago (minus the Disney part). 

I even set that stage in the article (at https://lawlordtobe.com/2024/01/25/those-happy-dreams/) where I wrote ‘Those happy dreams’ at that point I saw that tourism would be a larger setting and the service call to that pool of people had to be serviced differently. An overhaul of tourist serviceability through a customer care setting, in stead of a sales setting (which had been the focal point of many). With Saudi Arabia and its NEOM settings and now an even larger setting in Abu Dhabi warrants that change. I reckon that this might be a call upon Miral Experiences LLC to evolve their systems and make an Arabic solution which could also be deployed all over Saudi Arabia, an (optionally) c connected system that gives the tourist 110% of what others give them without impeding their own costs, optionally dwindling down some costs and making a system more efficient towards the tourist industry. When that is achieved other locations would follow. 

So now only will Florida not survive the outcome of all this, but it will evolve the settings for the UAE immensely. As such we could even see additional growth. And with the bullet train going from Dubai to Abu Dhabi, this high-speed train will enable individuals to travel in just 30 minutes, reaching speeds of up to 350 km/h. My sneaky brain even came up with a second train that leaves at 07:00 from Dubai, getting them ready to party in Abu Dhabi. The NM95 (painted in the Hogwarts Express colors) with NM meaning Non-Muggle and 95 being the square of 9 3/4 (ok, I did a little rounding, but 95.0625 might be a little weird on a train). So when these people depart from Dubai, in a Harry Potter (or fantastic beasts) themed train, the vacation merely goes with them on a journey. A setting where people take one week in Abu Dhabi and the second week in Dubai, with the non-tax setting of the UAE, a family buying iPhones for mum, dad and junior, the savings there pretty much enables that trip. I reckon that the UAE will be cleaning house in American tourism for years. And the stage that the BBC gives us (at https://www.bbc.com/news/articles/cdrgr2zzv00o) ‘Disney to open theme park in the Middle East’ a mere 8 hours ago will have hidden treasures for the UAE as a whole. Disney might still be grabbing their 30%, but the larger cake with be for Miral Experiences LLC and the UAE. And with the quote “It added that 120 million passengers travel through Abu Dhabi and Dubai every year, making the Emirates the biggest global airline hub in the world.” I reckon that it will grow much closer to 150,000,000 soon thereafter. 

You see, with the Harry Potter world added to Warner Brothers (somewhere in 2026) and Disney coming after that, I reckon that anyone who faced fears over the Tumpisms of tariffs and other shenanigans will see Yas Islands with its amazing mall, and theme parks and on 4-7 Dec 2025 the Formula one as well, Abu Dhabi will be the place to be starting this year. So if they evolve tourism services in the UAE, Florida is pretty much done for, as such I see a speculated ‘In Memoriam’ appear in global newspaper in the near future. And I (yet again) got here a year early. I’ll be honest, I never knew that Disney was on route, but it made sense that they would come this way. And I reckon that there is another setting. You see, the amount of power required for Yas Island might in the nearest of futures require its own small nuclear powered reactor soon enough. Abu Dhabi (as I personally see it) already required it, but a Disney resort might make that a essential thing. It would probably fuel Abu Dhabi and Dubai, so something half way makes sense.

I reckon that the spaciousness of Abu Dhabi and Yas Island would fuel the need for growing the mall as well as place 1-2 hotels in that mall as well. 

A simple setting that President Trump overlooked when he started to play the tariff war. Now that the world has had enough of it, they are seeking another destination, the world sees a large neon sign stating “نحن هنا” (I’ll let you figure that one out). A setting comes an essential solution to a lot of tourists and the UAE is almost ready to provide. With the tax breaks that the UAE offers (Apple now has a new destination for its superiorly build iPhones), tourism in Dubai will fuel Abu Dhabi and Abu Dhabi will fuel the need to see Dubai. Both profiting and people get a new stage that they haven’t seen before. As I see it all winners. OK, America will sulk like a little girl but they basically put this on themselves.

Have a great day muggles, try the liquorices wands if you can, if not, there is always coffee.

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May 5, 2025 · 06:55

The Dutch gene

Today was remembrance day in the Netherlands and in 8 hours it will be liberation day. These two days are high in the heart of the Dutch, being Dutch by birth, they are important days for me too. On May 4th, the Dutch ‘celebrate’ Remembrance of the Dead. It is in May 4th and it is crowded by visitors and people who lost a family member of friend, well that was for the longest of time. At present they merely remember the loss of progeny and past family members. This is how the Dutch remember the dead on the day before liberation day which will start in about 8 hours. 

Remembrance Day set the focus on It commemorates all civilians and members of the armed forces of the Kingdom of the Netherlands who have died in wars or peacekeeping missions since the beginning of the Second World War. After that we get Liberation Day throughout the Netherlands. A wide variety of entertainment and events taking place to commemorate the liberation of The Netherlands during World War II. As I moved to Australia almost 2 decades ago, these two days still touch me on these days. Usually I watch the movie ‘The Assault’ during these two days (one day or the other) and after it was released in 2006 also the movie Black Book. 

They give us a near perfectly real image (as I see it to be) of the days of World War 2 in the Netherlands. I reckon that the non-Dutch might not see it that way. Most of us are nearly always washed over by a more action driven nature of what WW2 was actually about. Most of these moves are American (or British) of origin and they set the stage of a weaponized setting, but these two movies show us a country under actual occupation. A setting that tends to be confusing for most. Don’t get me wrong, the Dutch enthusiastically hated the Germans, that hatred lasted the better part of 4 decades. We (or better stated I) do not hate Germans, it all happened before I was born, my father was a youngling and only saw his parents being hit by the results of WW2. My family (as far as I know) was never personally hit by any doom, or actually losses because if it. And as far as I feel there is no need to propagate hatred under those conditions. You can tell me that there is another way, but the propagation of hatred because of hatred seems petty and wrong. 

Still there is need to remember those we lost there, in an age that seems it is handy to forget about them, I believe it is important to remember those who fought against the occupation by the Germans, so that we can see how important those days were. Especially now, especially as Russia is moving against the Ukraine and in this we see how courageous the Ukrainians are. The 20th Largest army in the world is holding the second largest army in the world at bay. So what are the reliable numbers? Will we find ourselves forced into the next war. As such it was important for me to see these two movies. They do not inform me as much as console my feelings and doubts. You see, with everything that is happening in the world for the people like Putin and Trump, we need to be sure of our feelings. A moral compass if you prefer. A set point of what was, not the media shown exploitation of digital dollars of what they would like it to be. At present the bulk of the media just want to see money (digital or not) and we need to resist flame grown emotions. 

As the Netherlands is about to enter Liberation day, we might overlook such events, but we need to make sure we do not, because the consequences will be dire for all concerned.

So try not to overthink this and have a great day.

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May 4, 2025 · 03:24

The nature of things

It was about to weeks ago that I wrote ‘Regarding that joke’ (at https://lawlordtobe.com/2025/04/19/regarding-that-joke/). In that article I wrote “A setting we all saw coming (even though the media seems to ignore this and merely keeps on shouting tax the rich) and the interested parties who are supposed to keep the people informed are merely shouting that Haley Joel Osment was intoxicated instead of working on the news, the media is pretty much on the discarded bundle of wannabe news”, as well as “As one source told me (and others) “China could theoretically weaponise the US Treasury holdings – by dumping it – meaning that it would sell off treasury holdings for less than they are worth. By doing so, China would then, because of the amount it owns, devalue the US dollar” so what happens when the dollar gets devaluated to this degree?” That was two weeks ago. In the meantime “Trump had demanded of Prime Minister Shigeru Ishiba that Japan eliminate its $70 billion trade surplus with the US. He claimed it would be easy. He repeated the demand during April 16 negotiations in DC. In response to all this, Japan tried to placate Trump, refused to cooperate with other nations suffering similar abuse, and asked for special exemptions for Japan at the expense of others. In fact, one of the reasons Trump chose Japan for the first round of trade talks was his belief that Tokyo would cave within a few weeks, thereby inducing others to do likewise.” (Source: several). Yesterday I thought I saw water burn (which is pretty freaky to say the least). Axios (merely one source) gives us ‘Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.” And now Japan puts the US bonds they have on the table and with more than one trillion in hand they could flood the market and push the dollar straight over the edge. If that happens no run on the bank will save people and America cannot come up with that much money to feed the hungry vultures, as such America now has a massive problem and it is not China pushing the cart, it is Japan itself who will not go gently into that good night. So on one hand we see “As U.S. Treasuries sold off last month and yields spiked, there was speculation foreign governments might be dumping bonds”, as well as “J.P. Morgan Private Bank, in a research note last week, said there were signs of foreign selling pressure, but from private holders, as opposed to governments “weaponizing” their holdings” which is fun as my blog article preceded the two by one week, so its not merely a sign of the day time reference, the planet moved 89,292 kilometers in the time that lapsed between me writing the blog and J.P. Morgan Private Bank coming to that same conclusion (it’s actually nice to use NASA metrics to make a case). All that and AP News giving us (at https://apnews.com/article/japan-treasurys-trump-tariffs-44b9b37bf7a290701201322f69bade2e) yesterday ““It does exist as a card, but I think whether we choose to use it or not would be a separate decision,” Kato said during a news show on national broadcaster TV Tokyo. Kato did not elaborate and he did not say Japan would step up sales of its holdings of U.S. government bonds as part of its talks over President Donald Trump’s tariffs on exports from Japan.”” The words from Finance Minister Katsunobu Kato to live by I say and when you combine this with the article I wrote two days ago (at https://lawlordtobe.com/2025/05/02/saudi-arabia-goes-hiragana/) ‘Saudi Arabia goes Hiragana’ where we see that Japan basically has a way out to prevents its economy to become scuttled as well. As such the noose around its economical neck is diverted to a working solution. As I see it, America now gets that additional noose around its neck to double the efforts of the economy strangling itself (what a security measure). 

As the grand vizier of Agrabah (in Aladdin) states “The idea has merit”, get economical advice from a Disney character? Oh, kill me now (I is havening to be laughing out loud at present) or as Monty Python states: ‘Howls of deriving laughter’ are mine and the tears are falling over my cheeks. I haven’t laughed this hard since my fathers funeral.

So this must be the most original way that a politician ever shoot its own foot

Americans might not be laughing as this is actually is devastatingly serious. The (as some call it) bully tactics are now starting to bite back and the bigwigs in Wall Street will be seriously moving assets with an additional passports to zero tax nations, perhaps one that also doesn’t have an extradition treaty with America. So if any of those get plane tickets out of America (people like Jerome Powell or Alan Greenspan), you get the idea. When people take that move, the setting is all over for America, there will be no more moves to make. And these people have been ‘diversifying’ their income for decades. They moved small amounts around the planet and they could survive on their millions and they might vacate their consultancy firm from Davos in the Desert to Davos, Switzerland (a mere example). So they were ready from the get go and with this situation they might have larger consultancy jobs in several nations (including Switzerland, Monaco and the UAE). So these people will just vacate Idiotville as some call it (that place between Canada and Mexico) as quick as their Beechcraft Premier can carry them. No lines, no waiting.

So, will Japan do this? I reckon it will depend on who controls President Trump, because as I see it, the man is basically a loose canon at present and with that level of knee jerks the financial world is pretty hesitant and frightened on what he might do next. That’s is basically what I personally see.

A setting that is a lot less nice than my weird personal dream I had on Friday involving a mall, a coffeeshop and me meeting Matt Damon and Ridley Scott (seeking a replacement voice for someone with a perfect Dutch accent), the weird snoozes and snores I tend to have.

The nature off things that we embrace, some will walk the path away from bully tactics, some are on the market for having financial independence and some are about getting out of the line of fire (or a location about to get carpet bombed). Whatever we do, we look out for number one (ourselves) and optionally (read: preferably)with improved comfort levels. What that is tends to differ from person to person and in the words of the great man Tony Curtis (Operation Petticoat) “In confusion, there is profit” a very acceptable stage for a lot of people with a calculating nature. 

So have a great day and enjoy your coffee today (I had mine with a cookie this morning).

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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May 1, 2025 · 05:00

Marky Mark (PMMC for short)

Yup, the man, the plan and the action. I got to (kinda) know Mark Carny when I named him Marky Mark of the British Bank. The simplest reason is that England sees the need for certain people to be made into pop stars and Mark Carney fit that bill. When Brexit was going on, I was for a long time on the fence and what I read (hat he evidently said) put me square in the Brexit field. He did nothing wrong, he made no promises, but together with the actions of Mario Draghi I held in mind that Brexit was the only way for England to get things done. Let’s not forget that the desperate political moves of the other nations is why in part things went from bad to worse for England. It showed to me that the EU was petty and vindictive, but in all they never set a foot against Mario Draghi who became Prime Minister straight after that. Mark Carney did a good job (better then most I reckon) as such he has my respect. So now it should become Marky Mark of the Canadian side of the Commonwealth. Yet Canada is not so much on the pop star frame of mind, so Prime Minister Mark Carney it is. 

So, what is going on here?
Yesterday we saw the BBC give us two parts towards the setting that Canada is facing and after giving my issues with America these last few days, but is time to set the view to the Northern Border, the homestead of the Maple Leafs and the place where Ice Hockey largely shines. In the first article we see ‘Carney wants to lead a G7 fightback on Trump tariffs’ (at https://www.bbc.com/news/articles/cx27d89z0qdo) which is much better then Prime Minister Anthony Albanese giving us that he wants to ‘talk’ about exemptions on trade barriers (good luck getting reelected in two days). Here we see “The global significance of Mark Carney’s election as Canadian Prime Minister is he now sits at the centre of an alternative pole of global economic thinking. Everything but Trump. There was a half expectation here that Carney would immediately sue for peace with President Trump when the polls closed on the election. It has emphatically not happened.” That is the making of a real consigliere (in stead of a counselee) and he is the consigliere of Canada, the one nation who has been bringing the fight to America (being called the 51st state helped), the bulk of the people think that polite is a form of appeasing to bullies and perhaps it partially is, but America crossed the line and Canada had enough of that and the rest of the Commonwealth (mainly me here) agree. As we see a larger Commonwealth uniting we now see the larger impact (and my personal favorite thought is that FiveEyes, will soon be Commonwealth Eyes, the intelligence alliance consisting of Australia, Canada, New Zealand, and the United Kingdom, now without the United States). My second thought is that this will push the corrupt all over the world to the top as America will scramble to not be blind to the situation, which means they have to overspend a lot. Still, PMMC (Prime Minister Mark Carney is too long) gives us “PMMC is also very adept at understanding the nexus between markets and headlines. He made a number of announcements as PM about rethinking the purchase of US fighter jets, slightly changing the purchases of US government debt, all of which would have quickly focused some minds in the US” which might not be bad, but I reckon that the Commonwealth needs to come across uniting behind Canada, to offer whatever America did and take America out of the equation for the whole of the Commonwealth. We need to realise that India is a powerbroker of retail power and we aren’t using that enough. In addition Canada can fuel our oil needs replacing America even more. The plus for the others is that all the consumer needs for Alcohol will be fueled by its Commonwealth neighbors, I wonder it we have the automotive parts that Canada needs, so that they can continue work without skipping a beat. The UK has shipping (to a degree) and here the connection with Europe becomes important, which allows Canada to remove more of American influence. The simplest setting is that you cannot tariff what isn’t there and even as we get the quote “Underpinning this approach is absolute conviction that the US is making a mistake that will primarily and visibly backfire on itself, its companies, and its consumers. The fact the White House is attacking Amazon for “hostile acts” in publishing tariffs is a cast-iron example of this. President Trump’s gun is pointed primarily at his own feet, the thinking goes.” Whilst Canadians own PMMC gives us ““We’ll have a partnership on our terms. There’s a win-win possibility there, but on our terms, not on their terms,” he said. A key part of that is forging new strategic alliances elsewhere, with Europe, and the UK. “One would assume” that Canada and the UK could do a free trade agreement that has been stalled, he told me. Co-operation on defence and Canada’s abundant critical minerals is also on the table. He also dismissed President Trump’s territorial ambitions not just for his country, but Greenland and Panama too.” I would like to offer that a setting that a free trade agreement with Australia and New Zealand should be pursued (if it does’t exit) as these two brothers of Canada is only separated by the Pacific River. A nice thought is that this could fuel the passion of the Hawaiians to become truly independent and here Australia and Canada might be of assistance (for me the giggle point is that it allows America to become 49 states) and that is hilarious as it directly backfires on Trump, a new setting he never saw before (he has missed a lot in the last two weeks). But the BBC saved the best for last ““America’s leadership of the global economy is over” and that was a “tragedy”. Implicitly, he is saying, with the help of the rest of the G7, he will step up. And by an incredible quirk of fate, it is he who will host the G7 summit in Alberta in June, just days before the expiry of President Trump’s “reciprocal” tariffs pause. Will Trump attend on the land he both tariffs and covets?” As such it is nice that PMMC is on my page, I mentioned that America as a global economy leader was over close to two years ago when the debt crossed the point of no return and with revenues faltering the good ship lollipop (oops America) is drifting straight for the abyss, no anchor on the planet will stop that move. As I see it as we (Australia and New Zealand) increase options for Vancouver and its harbors will increase, which will fuel work and better options. So with the G7 and Canada, All roads lead to Kananaskis in the middle of June and as such it is time for the Hockey ignorant population to meet the Calgary Flames.

And this is merely the start, as such I present to you the second BBC article (at https://www.bbc.com/news/articles/c14xydjzn5eo) giving us ‘Canada will deal with Trump ‘on our terms’, Carney tells BBC’ (my mind still goes ‘yay Marky Mark’) and here we see “Canadian Prime Minister Mark Carney has said his country deserves respect from the US and will only enter trade and security talks with President Donald Trump “on our terms”. Speaking exclusively to the BBC as the polls were closing, Carney said he would only visit Washington when there was a “serious discussion to be had” that respected Canada’s sovereignty.” Which is probably better then my thought to take Hawaii away from America, but I am willing to kill the bear to save the salmon and I never had any use or respect for bullies. And with ““The leaders agreed on the importance of Canada and the US working together – as independent, sovereign nations – for their mutual betterment,” the statement reads.” Which is why he is PM of Canada and not me (I am also not Canadian, so that helps) as I was willing to throw America out of Five Eyes to make his reconsider the huge mistake he was making and as the bulk of the Commonwealth is furious about the tariffs I thought I could get this stage ‘my’ way. So as the one we love to [censored text] gives us ““The election does not affect President Trump’s plan to make Canada America’s cherished 51st state,” White House deputy spokesperson Anna Kelly said.” A setting that was dung, stupid and shortsighted all at once. And now with Mark Carney, this might go pear shaped in a short time. You see, it is true that “Canada accounts for a much smaller 17% of US exports.” But what are the numbers with the United Commonwealth nations of the world? Add the UK, Australia and New Zealand to that, how large is that number becoming? Logistical retrenching tends to be expensive and the Commonwealth is willing to go there as we are fed up with the bully (optionally bullies) on Pennsylvania Avenue and in our case, the business case needs to be done. The UK has a massive debt and when America falls the EU, UK and Japan are next, fortunately Japan is on that very same pacific river, so we have options that work for use come to think of it, so is Hawaii and wouldn’t it be nice to have them unite in this partnership? (My giggling way to loud).

So as we read the end of the article with “Canada is also America’s largest foreign supplier of crude oil. America’s trade deficit with Canada – expected to be $45bn in 2024 – was mostly driven by US energy demands.” Wouldn’t it be great if its brethren get to work on that deficit with local products in exchange for Canadian oil? It’s up to the PMMC to see if that fits the bill (I lack accountancy skills), but the idea has merit (a quote from an iconic Arabian person). 

Have a great day. Today I am treating myself to a slice of Tiramisu.

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April 30, 2025 · 04:03

Omitted resources

That is the exercise of this morning. As Reuters treats us to a story (at https://www.reuters.com/business/energy/uaes-adnoc-supply-us-lpg-india-following-china-us-tariffs-sources-say-2025-04-29/) giving the reader ‘UAE’S ADNOC to supply US LPG to India following China-US tariffs, sources say’ A setting I saw coming a mile away. As we are given “The move will enable ADNOC to ship more of its own LPG to China, where buyers are paying higher premiums to replace U.S. supply after Beijing imposed steep tariffs on U.S. goods, and reduce LPG costs for India, the world’s No. 2 importer”, so I saw this and the high payed economists in America did not? In my story ‘War of trades’ (at https://lawlordtobe.com/2025/02/01/war-of-trades/) I gave on February 1st (almost 3 months ago) “We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?” This setting was oil and it was from India, so now we see that the UAE is replacing America with India as a new destination. So for America it is no longer about revenue, it becomes a lack of resources as the UAE is now shipping more of its own LPG to China (via India). It is the cumbersome situation involving tariffs. It almost seem like a new puzzle game, not unlike mixed currency deals on the internet. And now (as I see it it) America is losing more than one side in this. So as we read “ADNOC, through its trading units, has agreed to supply some U.S. LPG cargoes to India refiners under the annual contracts from June-July, said sources” as I see it, America is losing tariff revenue that ay and this is merely one step towards a new setting where America is replaced as a resource, and this also means that the political and diplomatic powers of America is dwindling down. In this way the UAE is gaining power both political and diplomatic as India is reassessing what allies they have and who no longer seems to be an ally. In this tariffs will get cumbersome on more ways then one. Soon America is losing additional revenue streams, because this setting is merely a first step. When China sets up new stages with Europe and the Middle East America can go bobbing for apples all they like, but it seems that the apples are being replaced and that sounds a lot like the old premise of murder. Segregation, Separation and Assassination. The stage that we see was made by America, they merely didn’t consider that it could be used against them and as I see it, both China and Russia like the new setting immensely. As I wrote lately that the interest on debt is costing the annual tax revenue to be 15% less, so the belt was already being tightened and now the revenue streams are missing the point they needed to make and another 10% will diminish. So how long until the American economy can no longer afford it? We can believe what Irwin Stelzer (The Times) told us that America’s economy is good. But as CNBC gave us yesterday ‘Empty shelves, trucking layoffs lead to a summer recession in Apollo’s shocking trade fight timeline’, then we also got a few hours ago ‘Port Of Los Angeles Warns ‘Difficult Decisions’ Ahead As Shipments From China Cease’ (source: Investor’s Business Daily) and 17 minutes ago CNBC gives us ‘Pfizer CEO says tariff uncertainty is deterring further U.S. investment in manufacturing, R&D’ as such, how much more bad news do we need to see before people in media start considering that the economy of America has gone topsy turvy?

And in the meantime as the Commonwealth is strengthening their walls the group of five might soon have one less member (yes, it is America). As such the new costings for the CIA will drastically alter and as the NSA is equally losing access to international intelligence the stage becomes how much money is America willing to pay for less reliable data? 

As such we get a new stage of omitted resources. America is losing revenue in several settings and the outcome of that is not really visible, but it will cost a bundle. A lot more than the tariffs are bringing in. In addition to that they pissed of the largest ally they had for decades and as such are losing more ‘friends’ as they are equally hurt and these ‘friends’ are willing to row it alone without the two dinghies called CIA and NSA. As such more power, revenue and friends are lost. But feel free to think it is all honky dory. And that changes when oil will g missing, so will America keep on selling their own oil, or is that a new revenue stream that will become largely lost soon enough.

You know, I am hesitant to blame President Trump for this setting. The question becomes who pushed this agenda? Are these elected officials blind, or will we see soon see articles with titles like ‘He bullied us and we were afraid’, I have no idea. Just floating an idea here. And when we have added these facts as well as add the fact that the The Arab Weekly gave us yesterday ‘Trump further strains Egypt ties by calling for US ships to cross Suez canal ‘free of charge’’ the story (at https://thearabweekly.com/trump-further-strains-egypt-ties-calling-us-ships-cross-suez-canal-free-charge) gives us ““American Ships, both Military and Commercial, should be allowed to travel, free of charge, through the Panama and Suez Canals!, ” Trump said in a post on Truth Social.” Its was the only source I saw, so keep that in mind. And the response in the same article was “Egyptian MP Mustafa Bakri criticised the remarks, describing them an “attempt at blackmail.”” Do you still believe that America isn’t close to default on all their loans? I wonder who will survive that 36 trillion bad bank setting. 

So, you all have a possible great day and relax if there is still coffee on the shelves. And don’t forget the former governor of the Bank of England works for the Commonwealth, well, actually he works for Canada, not America. Ciao!

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April 29, 2025 · 02:53

What is humor?

That is the question that we might get. CBC gives us (at https://www.cbc.ca/news/politics/donald-trump-election-canada-truth-social-1.7520212) the headline ‘Trump implies Canadians vote for him on election day, Poilievre tells president to butt out’ so as we see that even the honorable PP has had enough of President Trump. And the quote reads ““President Trump, stay out of our election. The only people who will decide the future of Canada are Canadians at the ballot box,” Poilievre posted on social media.” I would state that if it was humor that President Trump was after, we would have gotten the Guardian to give us ‘Conclave to elect new pope to start on 7 May, Vatican says’ with an added “The 135 Roman Catholic cardinals eligible to vote will meet at Sistine Chapel to decide church’s next leader, Donald Trump is now electable as pope” It would have been a gasser for 23% of the American population, optionally all the other christians too. But THAT didn’t happen. He chose his imaginary 51st state friends to seek hour with and that was not in the cards. So is my view on it all that America is about to default? With Canada as part of this, he might postpone the setting for about 2 more years and after that he will blame the loss of income by these stealing Chinese and Europeans. That might be the premise if he didn’t just blew up the Canadians and the Commonwealth at large with them. Because the Commonwealth as the larger national interest is not happy. Looking at President Trump, at present, we see someone like a nagging little toddler angry at the world because he cannot have his toy, which he never had and his mommy won’t buy him one because it belongs to the neighbour. That is what I see and I am pretty intelligent. The world is catching up with the setting I am seeing and now it takes actual journalists (more clever than me) to see into the dark abyss that is the actual American economy. Will they? The media is such an incestual lot, depending on the voices of shareholders, stake holders and their pool of advertisers and their incessant need for digital dollars. Whatever is left is for the readers. So how much unfiltered and unreplaced news will get to the readers? I ask you, because there is a chance that I can no longer tell.

So when we get “Trump went on in his post to repeat his argument that Canada joining the U.S. would be advantageous to the country, along with the false claim that the United States subsidizes Canada with “hundreds of billions of dollars a year.”” So as such, why would Canada even want this? He could just cut these so called hundreds of billions a year and pay his interest bill. So, is he just a deranged toddler crying over what he can’t have? I ask you, as the setting is shown to us, or does he want to give the voice to Pierre Poilievre so that he looks like more of a real Canadian? Because as it stands in this day and age there is only one choice for Canadians and it is Mark Carney and now HIS Liberal party of Canada. The is what President Trump fears, he being out of options, having to declare the Bankrupt States of America absolutely broke. It is, as I see it the news that President Putin and President Xi are waiting on. These two nations have the economists and the math skills to see that America is a sinking ship at present. A ship so rotten to the core that if beached it might make a decent island of opportunity and as I personally see it, the moment is no longer far away. It is about to happen and the settings we see now are an indication of this.

America did this to themselves. They proclaim to be the place of opportunity, but this opportunity is largely fake and only meant for those with the cash on hand, because a defaulted America doesn’t have retirement plans, it has no logistics in place to help the weak or sick. All that has been squandered by the Wall Street moguls and they pushed forward the economic wealth for the next best thing (at present it is AI) and when this too fail the ones who walked out in wealth took their money to the Bahama’s, Lichtenstein, Monaco or the UAE, that is where they will remain until 2070 when the dust settles with little or no survivors. The 150,000,000 outraged Americans will make sure of that and the little who had something and couldn’t escape will be the unwilling target of outrage. Those who knew got out fast. So at that point will President Trump and family be paraded to the audience in Lefortovo Prison in Moscow, or Beijing State Security Bureau Detention Center? You can guess, I do not know. I reckon that the zero tax nations might not want Trump in their midst as he would be seen as a cancer on their way of life and with a possible default, China or Russia might become his only option. He might try to buy a golden UAE visa, but I do not know if he has the billions required, he might make that claim but the nation giving him and his family these visas might want a deposit on hand and that is the claim he might not be able to do. America is about to get that dangerous a place. And even Pierre Poilievre might see that setting at present. 

So how right or wrong am I?

It is a fair question. My view comes from watching certain matters with the eyes of a hawk. It might be wrong, but the media gave the snippets of reality through the filtered information and in this I see the papers of half a dozen nations and they all respond to different stake holders and as such some information reached me and I filtered that information to seemingly data. Seemingly because the filtering was personal (and optionally wrong), but what choice did I have? Accept the journalist data that was filtered? That person would have been drinking brand X (the other gatorade). So I came to this conclusion and it is what you make of it, reset it, accept it or question it. It is all fair, but I didn’t post that we should vote for Trump, I didn’t start the tariff war that is costing America billions and I can go on from that, but you get the idea. 

Perhaps President Trump could keep his fingers still (off the keyboard) and his mouth shut? The is the premise that is starting this all. Make of this what you want. I am stating up front (actually now) that this is largely speculative. If there is a reliable journalist and a reliable economist you might get a better picture. So Canadians enjoy your Bundaberg Rum (Australia), Broken Shed Vodka (New Zealand), Bombay Sapphire Gin (United Kingdom) or Crown Royal Black Whiskey (Canada) and enjoy the outcome of the election with a new Prime Minister (hopefully Mark Carney), you’ve earned it.

Have a great day all, it is time for me to get some sleep (it’s 02:40) now.

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April 28, 2025 · 12:09

Is it reality?

That is the question I am faced with as I saw the article at CBC which I cannot continue as CBC screwed up its site giving us advertisements every inch of the article, as such Brodie Fenlon clean up your freaking site, and fire the idiot responsible for this. Yet the BBC came to the rescue and gives us (at https://www.bbc.com/news/articles/cx2v37z333lo) ‘Trump deep sea mining order violates law, China says’ in earnest, that article is three days old and I preferred the CBC article as it shows a little more clearly how desperate America has become for funds. I reckon that the interest on 36 trillion of debt is gnawing on the bones of America, more prevalent that gnawing has gone beyond the bones as it is starting on the bowels of America. The BBC article gives us “Donald Trump has signed a controversial executive order aimed at stepping up deep-sea mining within US and in international waters. The move to allow exploration outside its national waters has been met by condemnation from China which said it “violates” international law.” I tend to agree with China, but merely as it allows a setting where the desperate poor countries who cannot counter America and these nations are left with baubles. A setting they learned from the slave traders around 1768. You have to hand it to trump. He is giving the old scriptures a chance to prove themselves. The issue I partially have a problem with is “The administration estimates that deep-sea mining could boost the country’s GDP by $300bn (£225bn) over 10 years and create 100,000 jobs”, in the first there is no clear setting for the $300,000,000,000 revenue. If they ‘mine’ in a few wrong sports, the price if mining and the revenue of staff will cost them an easy $50,000,000,000 which implies a lost revenue base of 16%, the second part is that these jobs are mostly given to people they just evicted. Only the higher levels will get a nice dime, the rest will be done by Americans who didn’t want the job anyway and that breeds errors and often mistakes. A non-committed employee screws up the daily routine a lot more than you are happy with and that will be dozens of people. The part that I never gave the right attention is seen in ““The harm caused by deep-sea mining isn’t restricted to the ocean floor: it will impact the entire water column, top to bottom, and everyone and everything relying on it,” he added in a statement released on Friday.” The he in that quote is Jeff Watters of Ocean Conservancy, a US-based environmental group. The fact that Jeff merely got one quote implies that he has a whole lot more to say and I wonder if we will ever see that part of the equation. The larger setting is that America is now ready to start bullying its way through international waters. So what will they call those who want to intervene on their waters (or too close to it), will they suddenly be branded pirates? A larger setting that America has lost the plot and I warned for this a decade ago. Deal with your debt unless it deals with you and that seemingly seems to be happening now. It also opens a new setting. These little nations will now be ready to side with China, which is another headache for America. And that setting will give China (as a protector or these nations) an options to scuttle these miners. So $300 billion largely lost and American lives lost (at present no one cares about those). Now we get the added cost of these mining platforms and as such America gets into deeper waters. 

So the end of the BBC article gives us “A recent paper published by the Natural History Museum and the National Oceanography Centre looked at the long term impacts of deep sea mining from a test carried out in the 1970s. It concluded that some sediment-dwelling creatures were able to recolonise the site and recover from the test, but larger animals appeared not to have returned.

The scientists concluded this could have been because there were no more nodules for them to live on. The polymetallic nodules where the minerals are found take millions of years to form and therefore cannot easily be replaced.” As such we have a (non proven) stage for the desperation of Americans. This was shown half a century ago. And the fact that America is willing to ignore “larger animals appeared not to have returned” as well as “polymetallic nodules where the minerals are found take millions of years to form and therefore cannot easily be replaced”. As I personally see it, to ignore these two facts implies that America doesn’t care (or cares less) about marine life and that it will act like a carrion eater in regards to the ocean floor and take now what needs millions of years to form whispers (to me) that America is decently beyond broke and it falls to President Trump to default the larger part of 36 trillion of debt. I’m pretty sure that I made mention of that chance in the past and as I am likely proven right yet again, the question becomes why didn’t economics signal clear levels of dangers? The news now, as the Times writer (and American economist) Irwin Stelzer gives us that the economy of America is in rather good shape. So is it really? Please give us the goods on how America is doing well? It might be that the America Economy is seemingly hanging tough, but they lost billions of revenue all over the field from retail to defense contracts. They might be in denial, bit as I see it only two years ago we would never have seen ‘Italian defence and aerospace giant Leonardo has signed a new Memorandum of Understanding (MoU) with the Kingdom of Saudi Arabia’ a mere three months old. So how much did America lose here? I cannot set the valuer of that contract, but the quote “multiple areas of collaboration to include space industry, airframe MRO (Maintenance, Repair and Overhaul), localisation of electronic warfare systems and radars and assembly of helicopters, a focus on Combat Air and Cross-Domain Integration fields, industrialisation processes and human capital development, national supply chain in the Kingdom of Saudi Arabia and the country’s role for Leonardo in the region as well as the global value chain.” (Source: www.leonardo.com) leaves me to believe that it is a serious amount of money, now add the new European slices and with the tariffs the loss of America is now on a threshold to fuel a larger recession than ever speculated on before, the larger players (read: Bloomberg) set this chance at the moment at 40%, as America scuttled their own retail houses (like Walmart) of cheaper goods, they need to continue without the goods, you might think it is nothing, yet 1% of the American population works there, now take out the thousands of shoppers (read: immigrants) and that 2025 revenue of US$680.99 billion will topple by at least 10%, 30% if they are not careful and what remains of that Net revenue of US$19.436 billion? You see, they either fire a whole lot of them or lose close to 40% of their business. These are personally considered numbers, so I might be wrong here to the amount of loss, but not the intention of loss and this is merely Walmart. There are several other chains facing this setting. So how good is that shape of the economy? 

I wrote a few years ago that we need to see where all these bonds are, no serious journalist ever looked into that matter it was the time around the collapse of Silicon Valley Bank in 2023. I wondered how the could have happened and it was a much bigger thing. The acquisition of Credit Suisse by UBS gave me pause to ponder, I figured that several banks had over swallowed on bonds which left them not dissolvent, but left their funds largely frozen as such I speculated that Credit Suisse and SVB had too many bonds and at that time the loss of value of these bonds were crippling them. At present no one really looked at this, even to debunk my train of thought and now we also see some are selling their debt of the US. The BBC touched on that on April 10th (at https://www.bbc.com/news/articles/c5yrr0e7499o), so feel free to think I am crazy (always a decent stance to have) but there is ruffling in the economic oceans and the stage that the economic times are decently horrendous is not a bad thing. 

I just thought of something, did America rename the Gulf of Mexico for mining purposes? Now a bad stance, if it not for the tiny fact that the Bermuda Triangle is there too, as such how many mining platforms will operate in that region and what remains a few weeks later is anyones guess. Just me having fun with the situation. 😛

Have a great day and feel free to enjoy a coffee, it leaves you with a warmer feeling than a US bond at present will. 

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April 20, 2025 · 23:27

Rollback

That is the word of the day, I have always had that word in my vocabulary. The setting that any solution o programmed in Clipper had the setting for a rollback. This is how I grew up (growing up in the Clipper age was a little weird). You see, I had two settings. The first was the data didn’t change and as I was a ‘little’ verbose with my data creation there was the option of registering a data version, so that was the setting. We needed a rollback in several situations and that is where the setting ends. You see, today I got to see a few news lines. 

First there was Reuters (at https://www.reuters.com/business/aerospace-defense/boeing-jet-returns-us-china-victim-trumps-tariff-war-2025-04-20/) giving us ‘Boeing jet returns to US from China, a victim of Trump’s tariff war’, now that is a scrumptious hotdog to say the least. At almost $100 million, according to one source, that is a delicious snack to say the least and as we are told. China send it back. The tariff could cripple Xiamen Airlines as the tariff is 125%, and even as Reuters give us that the plane is a mere $55 million, we can say that the price difference is a little too much to be acceptable, the larger setting is that several players are trying to dam in the losses that are projected to become American losses. 

Most of us will have seen the trade agreements that China made with Mexico, so there is that. Then there is the setting we see at where Business Insider gives us the setting that ‘Some Canadian Stores Are Labeling US Imports With a T for ‘Tariffs’’ (business insider put it behind a paywall, so that’s all you get. And only three days ago I saw the headline ‘China’s Strategic Pivot from US to Canadian Oil Imports’ (at https://discoveryalert.com.au/news/chinas-pivot-canadian-oil-imports-2025/) I cannot vouch for this source, yet in that setting we are given “Data reveals Chinese refiners have slashed US crude purchases by approximately 90% between 2023 and 2025, redirecting roughly 1.2 million barrels per day (bpd) toward alternative suppliers, with Canada capturing a substantial portion of this market share.” So the first step to a change has been given and I foresaw these changes even as I never knew about the oil. So as I see it, these changes show billions upon billions in losses for America whilst we see damage to their export, their revenue making defense industry, their tourism and we can go on a little longer. Wouldn’t it have been great if America had a rollback setting for their elections? 

So as Goldman Sachs gives us “The decline in the world’s reserve asset during an episode of elevated volatility comes as investors are increasingly focused on the US’s growing debt burden and other countries are also increasing their borrowing. “Markets are dealing with a lot of competing factors right now — fairly significant drivers where it’s hard to trade all of them at once,” says William Marshall, head of US rates strategy in Goldman Sachs Research.” Really? Only now do we see “investors are increasingly focused on the US’s growing debt burden”, that’s about 4 years too late, but whatever. I saw (and reported on this danger for a few years at least). If the EU, Japan and China dump their bonds (that will be an expensive exercise) the value of the Dollar doesn’t just drop, it ends up having getting a CCC− grade (to give a mere view on the matter). At that point the imminent suicide risk will spike all over Wall Street (a clear but reliable speculation).

I reckon that the one dropping them first gets the best value for it, but after that it will be a quick fall to the luxury value of zero. But it is not just America, the bonds of the EU and Japan will face a similar risk, America is merely the highest as someone thought it was a great idea to introduce the tariff game to their economy. Global News told their Canadians ‘Avoid U.S. travel if possible, Canadian academics are being urged’ with others following in similar settings. The Detroit News gives us ‘Avoid U.S. or take burner phones, Canada executives tell staff’ and there are more sources that give us that, with the added “Arrivals of noncitizens to the United States by plane declined by nearly 900,000 people, almost 10%, in March from a year earlier, according to data from the U.S. International Trade Administration. Travelers are reacting to President Donald Trump’s trade war and to stories of harsh detentions at U.S. airports. Border figures show 4,970,360 came to the U.S. from Canada in March 2024. That number dropped to 4,105,516 travelers a year later. More visitors reportedly traveled from Canada to the U.S. in March 2022 under pandemic-related travel restrictions than they did last month.” I think that Canada is the most likely of number drops, but I reckon that it is not the only one. So as I see it, the danger is not only to Tourism, but business travel too and in that case, hotels in all the major cities in the United States will report on losses of 10% or more, so what does that mean for the value of Marriott International, who operates 9,361 hotels worldwide as of 2024. In addition there is Hilton who operates over 8,400 hotels worldwide. I have no idea how many they operate in the USA, but these are merely the two larger players, especially in the business travel setting. So how many businesses are under the hammer because of this situation? And now as Canada is growing closer to the Commonwealth and they will protect their bigger brother (Canada is 9.985 million km² and the UK a mere 243,610 km²) OK, Australia is 7.688 million km², away highly smaller brother than the United Kingdom. But that setting now gives us that these business meetings are likely to be held in the United Kingdom or Australia. Hilton and the Marriott will still get their coins, but the underlying issues will hurt America to a much larger degree. And as this escalates over the next month or so, the damage to America will increase. Additional damage as China and India rolls in as expecting ‘saviors’ to Saudi Arabia and the UAE will change global politics and global economics to a much larger degree. India will get new options to get additional Pharmaceutical products sold to Saudi Arabia and that is another slice of a billion dollars. Then we get the UK, Australia and Japan hammering on improving their slice of Optical, photo, technical, medical apparatus, as such the American slice of $1.39B will decrees a lot more. All this started with tariffs and basically this setting was staged by President Trump. I merely wonder what got into him to drive America to the edge of insanity (and bankruptcy). What a miss that politics don’t have rollbacks and I reckon that the lawmakers in America will push for a larger change of settings, because I am certain that the Republicans are desperate to see this damage undone and it is me personal believe that they will accept any other politician, even a democrat to undo the damage they are seeing right now.

A mere 21 hours ago we got (at https://jakartaglobe.id/business/indonesia-seeks-stronger-trade-ties-with-eu-australia-to-offset-potential-us-export-losses) that Indonesia Globe gives us ‘Indonesia Seeks Stronger Trade Ties with EU, Australia to Offset Potential US Export Losses’, which is fine by me as I love the Indonesian version of Bami Goreng with Saté Ajam with peanut sauce. The best dish I ever had, even now after a decade, the scent penetrates my nose, even as I haven’t had it in over a decade. So I am looking forward to stronger ties with Indonesia and I kinda miss the spices we had in Batavia (my weird sense of humor). But the stage is drawn as more countries seek replacement for America, their tariff becomes their setting for isolation and Australia will be happy to have ties with a country that has 281.2 million potential consumers. I already gave the premise to Saudi Arabia as they have access to something Indonesia desires. As such there are more players to take over the places that America is about to lose and lose more of them. Next in line are the international students who will seek safer places to be. In this Canada, the United Kingdom and Australia have good chances as they all have great places Oxford, and Cambridge might be the first you think of, but not everyone can afford these places. There is till the University College London, University of Melbourne, University of Sydney, University of New South Wales, University of Toronto, University of Manchester, University of Technology Sydney, University of Southampton. These are merely a Commonwealth grasp of those who are in the top 100 and I reckon that the losses for America start to add up now. And that was merely the Ivy League, America has more good universities and now that the international students will seek education elsewhere, the economic picture of America will deteriorate more and more. 

Wouldn’t it have been great to have some kind of political rollback in place? 
Have a great day and consider where you need to set your focus to next. 

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