Tag Archives: reuters

September 19, 2023 · 03:04

The joy of a sleepless night

It all started a few hours ago. The neanderthal hate mail came in regards to the previous article. I was delusional, this never happens. If you receive hate mail, you probably have heard it before. I do not care, but I think it is nice to tell their mommies just how stupid Junior is, as such here goes.

The military have been stupid, very stupid. We see this shown Reuters (the New York Times is behind a paywall). The story (at https://www.reuters.com/world/us/man-suspected-leaking-secret-us-documents-appear-court-2023-04-14/) gives us ‘Airman suspected of leaking secret US documents hit with federal charges’ where we see “Jack Douglas Teixeira of North Dighton, Massachusetts, the U.S. Air National Guard accused of leaking top secret military intelligence records online was charged on Friday with unlawfully copying and transmitting classified material.” In addition to this, The BC gives more, gives links to gamers and a service named Discord, which has 150,000,000 active users. As such the military link is proven. What is unknown is what other stupid things he has been doing. For that we need to await the full investigation of the FBI. Although it is increasingly likely that the NSA will wield the national security flag. I would totally get that. 

Then the second setting the gaming part. For that we go to Kaspersky. They give us (at https://usa.kaspersky.com/resource-center/threats/coronavirus-gaming-scams) a rather nasty part with warnings. The important ones are:

  1. Only use official websites for any purchases related to the game.
  2. Use a strong password for the game login.
  3. Never click on any links asking you to reconfirm your password.

There is a lot more, but if a gamer (especially one in the military) has ignored 2 of these, the damage is likely done. There will be one stupid person in any airbase (the US does not get to be that lucky) as such there are phishing and data capturing dangers in most of the 59 of them. The Army has over 300 of them. You still think I was kidding? As I see it Teixeira is merely the tip of that iceberg. I have no idea what the danger is with the Marines, but it is likely very low, not as low as the navy, but it is still better than the other two. That is the realistic danger that the US faces and if Russians were watching Discord the US has a massive problem. You see, it is not only what the US (or NATO) knew, it is what they didn’t know that will become the achilles heel. That is two of the settings right out here in the open and the Teixeira might seem new, but the New York Times implied that this had been going on for a lot longer, as such the damage is real. 

As far as I am concerned when Teixeira is thrown in prison, they can cover the door with concrete and forget about him. The idea to put classified materials online to look cool is even more stupid to fall for a Russian 17 year old honey trap. With the honey trap we get it, hormones take over, but to look cool? I am at a loss what that man ever did in a uniform and even less why it took so long to find the link. 

But it wasn’t merely about the person Teixeira, it was about the setting for a movie or TV episode. You see, phishing has been going on for decades and the lack of Common Cyber Sense (especially in the military) was covered by me over the last few years. I have articles that go back to at least April 2022. So this is more than a loaded canon, this is the making of more (in what direction remains open and not discussed). It has all the makings of the nightmare scenario. You see you want your data to be safe whilst not using a password, or perhaps one of the routers at the pentagon which had been implied (by an anonymous source) to have been Cisco123 for the longest of times. So how is that security going? It is a sliding scale from non existent to a revolving door for anyone that wanted to read some. It might be my point of view, but the released facts seem to fit the profiles I set.

In addition, for some weird reason, I seem to dream up all kinds of advertisements. One was for AA, where I used the phrase (with a nice animated bottle) “It is fine to have a drink. Make sure the drink does not consume you” I also got a girl to pose partially undressed, dancing is a slutty outfit, in a hospital bed and one more. You do not see her ‘details’ as I used a very interesting way to filter the view. The bottle has a label “Cemetery premium 45%”

The second add was about healthcare, I will spare you the details, they are not important. The weird part is that my mind designed both of them in mere minutes. I still need some things (like software) to get it done, but it is a weird setting. Especially as I never had any real intent to go into filming. Ah well, another mess to overlook I reckon.

And how do these two relate? They do not, but consider all the gaming ads you see on mobiles and tablets. Do you know the sources? Do you know what is collected? You see the FBI gives us that in 2022 $10,300,000,000 was lost due to scams and I reckon that number is low. Too many are ashamed to admit that they have been made the fool. As such all elements I mentioned yesterday were covered and anyone who had read up on the subject would know this. 

So enjoy Monday and consider how safe your data and details are. 

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August 4, 2023 · 08:56

Three voices

I have ‘complained’ about the media before and this time I come with an example. Weirdly enough none of them are doing anything wrong, but when you see the example you might wonder what the fuzz is about. As I see it is more than merely one stating the bottle is half full and the other stating the bottle is half empty. But I will let you decide. I got there because I am investigating a setting that is approaching maturity and I want my share. Google walked way from well over 5 billion a year and Amazon is leaving it on the floor. Both are entitled to do so, yet now Tencent Technologies is coming and there is every chance that they will not pay me a dime. I am not willing to hand it to Amazon with Andy Jassy stating ‘Thank You’ and pocketing all that revenue for himself. I am not THAT nice. As such I am in a state of worry and the battle arena seems to be Dubai. Amazon has options if it is forced to break up. I think its setting will be stronger if a layer like the Kingdom Holding Company would champion the stage, especially with someone like Al Waleed bin Talal Al Saud overlooking the stage. A setting that brings benefits but might not be essential. I do believe that a strong setting could be presented from Dubai, it is a personal feeling. So at times I look at the UAE and that is where the three voices got hold of me. So lets begin.

Voice One: Arab News
Here we see (at https://www.arabnews.com/node/2348896/business-economy) ‘UAE’s non-oil economy remains strong in July as PMI stands at 56’ this is good, someway. I like to think that it will be better soon enough, but the Arab News gives us “According to the seasonally adjusted S&P Global UAE Purchasing Managers’ Index, the country’s PMI stood at 56 in July compared to 56.9 in June. This still indicates a positive trend as any readings above 50 are considered a growth in economic activities, while figures below 50 show contraction.” Overall a strong message, there is a little fallback, but the story gives us that is still in the growth margin. The message has the added “Higher business activities were driven by an upturn in new orders, which continued to be boosted by strong customer demand and improving market conditions, the report stated, citing survey panelists. However, it noted that growth eased since June as several firms faced greater competition which dampened sales in the process.” OK, greater competition is a little vague, but that is fine a positive approach to a story.

Voice Two: Khaleej Times
Then we get the article (at https://www.khaleejtimes.com/business/uae-non-oil-sector-continues-to-grow-at-a-strong-pace-creating-more-jobs-in-july) here we are given ‘UAE non-oil sector continues to grow at a strong pace, creating more jobs in July’, which makes sense as it is a UAE newspaper. Here we get “The S&P Global UAE Purchasing Managers’ Index (PMI) – an indicator designed to give an overview of operating conditions in the non-oil private sector economy – dropped from 56.9 in June to 56.0 in July but remained well above the 50.0 no-change mark and the series long-run average. The reading indicated a sharp improvement in the health of the sector, supported by a marked expansion in output.” It basically gives us the same we saw in the Arab News with the added “S&P said driving activity higher was an upturn in new orders, which continued to be boosted by strong customer demand and improving market conditions, according to survey panellists.” I personally would have a few question marks, but in the end it is how the painting is made. I would state that this critic is looking at the painting, giving the summary and looking at the use of blue paint in the process. This happens, we all have our ways of looking at a painting and it is probably the best way to describe it. 

Voice Three: Reuters
It was the first article I saw (at https://www.reuters.com/world/middle-east/lower-sales-weigh-uae-non-oil-business-activity-july-pmi-2023-08-03/) making me look at the setting a little deeper. The start ‘Lower sales weigh on UAE non-oil business activity in July’ with the added “The slowdown was attributed in part to an easing of growth in new orders, although demand remained strong, with the sub-index falling to 57.4 in July from 61.0 the previous month, which was the fastest rate of expansion since June 2019.” Now we get an interesting sight, this article is cautiously pessimistic (headline) but the overall message is still positive. Yet the numbers are not matching. It might not be wrong as they use ‘sub-index’, but which one? Then we get the added “Owen added that the “the easing of sales growth was substantial and, if accelerated in future months, suggests that the demand boom could have reached its peak.”” The reference is to David Owen, senior economist at S&P Global Market Intelligence. Yet the station is how does ‘substantial’ apply? Is this fear-mongering for investors, is it biased negativity towards the Middle East? You tell me, I have no clue. But the fact that we have these three voices is important because it shows us that there is a media flaw. Now, there are all kinds of flaws and flaws due to arbitrary interpretation is nothing new and optionally not a flaw but the stage is there and now we have ourselves a ballgame. So which one is true? They might all be true but the anarchy in the three voices tend to impact us all. My gut tells me to go with the Arab News, but that is instinct and not a given view of evidence. I will let you decide which one is more apt.

Enjoy the day, Friday is about to start in Vancouver, the rest of us are already there. 

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July 28, 2023 · 12:51

On the way to……

I was on route to some IP pondering when the Al Jazeera story ‘White House adviser Jake Sullivan meets Saudi crown prince for Jeddah talks’ crossed my path. Immediately the thought   “There are just so many ways you can beg for cheap oil” passed my mind. OK, that might have been out of line, but the premise still sets. The White House have send nearly every large caliber in the direction of Saudi Arabia without making it an overly clear ‘White House’ event. The story also gives us (yet again) ““We were going to, in fact, make them pay the price and make them, in fact, the pariah that they are,” Biden said during a 2019 Democratic debate.” These were hollow words given at the wrong time. And now almost 4 years later the setting is as dire as the US has ever had them, but OK. Try to make us all believe that this is about ““bilateral and regional matters”, the White House said, including initiatives “for a more peaceful, secure, prosperous and stable Middle East”” Sure, make it about the one thing that the Middle East does not need the US to initiate. It has initiated enough imbalance to last it an eternity. Even as Reuters gives us ‘Oil settles above April peak on tighter supply’ (at https://www.reuters.com/business/energy/oil-up-supply-tightness-view-offsets-concerns-rate-hikes-2023-07-27/). We need to consider the impact of “Still, oil dropped on Wednesday after data showed U.S. crude inventories fell less than expected and the U.S. Federal Reserve raised interest rates by a quarter of a percentage point, leaving the way open for another increase.” You see, this scorcher of a summer on the northern hemisphere is also impacting energy costs, AC and cooling units are working overtime, as such winter could be a killer. I am using could be, because there is no clear evidence that this summer will leave us with a mild winter, implying that the US and EU are facing 5%-15% more energy needs and with the price of oil that could be a massive impact. One source is giving us today “Standard Chartered analysts conclude that crude prices are finally starting to catch up with the reality of a tightly supplied oil market.” Really? I got there months ago, so how are these clowns actually making their money? A tightly supplied market is the premise of shortages close to everywhere, and if you think that the EU is a nice place now, consider 28 members fighting each other for the same oil allotment, should be fun. I will invest in popcorn, we would all want some so we can watch the nagging tea bitches fight this one. I saw some forecast charts, but I had issues with them (optionally) for the most I might not get all the elements in that forecast. That is simple as I am not in that business. Yet the larger part is how the prices (allegedly) dip a little in early 2024, as I see it as these settings continue, the world (EU and USA) will face oil prices of $90+ from December 2023 onwards. I have no idea how high they will get, but the larger setting no matter how managed it is, the shortage will continue and press pressures up to weird levels all over Europe. All that is before China achieves a larger stake in the oil supplies. The US is silently hoping that they get it all from Russia, but without the cap in place China sees a larger benefit vying for the same stack that the US and EU are vying for. Call me nuts, but I reckon that is one scenario that could go south for the EU sooner rather than later. We all see what is given to us as to the events happening, but there is something off in sending National Security Adviser Jake Sullivan a month after Anthony Blinken went there. Something does not add up and it might just be me, but there is more to this visit than the press tells us (which is what the US likely told the press), they need something and cheap oil is the first thing that comes to my mind.

And in the heat the US and EU faces? Well I reckon one barrel of oil per household to keep it cool should do it. Oh no, there are only 2 million barrels to go round (times 90 days = 180) , so what about the other 600 million people. How will they get cooling? And what about winter, which 600 million need to face it without heating? Yes, the equation is not correct, but the sentiment is. For the first time since 1973 will we face an oil shortage. I tried to warn you all but too many called me stupid and insane (the latter might be true). So I will see you buried, frozen to death soon enough. I wonder if anyone realises how dire it is about to become and don’t blame me. All these analysts should have been there long before I arrived at that station, so why weren’t they? They can ignore it for now, but in February when the death count starts, their BS reasoning will be met with the anger of people who lost someone in the big freeze of 2023/2024. What will they do then?

Enjoy the day and enjoy the AC at current prices, the weekend is about to start.

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July 8, 2023 · 19:05

The pot saw the black kettle

Yup, we all see that at times. We see the good, the bad and the opposite. And as such the media is all about giving us a partial story. Still this is not always on them, I get that. So when I saw Reuters giving us ‘Yellen criticises China’s ‘punitive’ actions against US companies, urges market reforms’ (at https://www.reuters.com/world/yellen-urges-china-adopt-market-reforms-insists-us-not-decoupling-2023-07-07/) my very first thought was “Is she for real?” 

Thi is a setting that started years ago with the US riling up support AGAINST Huawei. We saw the dozen countries all going against Huawei. The larger station is not that they went up against Huawei, the bigger part is that NONE OF THEM ever gave us ANY evidence that Huawei was a security risk. This is not me being pro Huawei or being pro China. This is me being pro evidence and we were never given any evidence. One case (that was settled) in 2010 is all we got and all the stories were laced with ‘could/‘ and ‘might be’. Cisco was the same danger but no one spoke out, not even when Cisco had its set of security issues. These things happen. Yet the US is still operating its set of systems. There is GARLICK, LADYLOVE, MOONPENNY, JACKKNIFE, TIMBERLINE, STELLAR, IRONSAND and that list goes on for a while. Yet China is the big evil and no evidence is clearly presented. 

So now we get “U.S. Treasury Secretary Janet Yellen called on Friday for market reforms in China and criticised its recent tough actions against U.S. companies and mineral export controls, while China’s premier called on her to “meet China halfway” and put bilateral relations back on track.” I t3end to say, either stop the anti-Huawei stages or present actual and FACTUAL evidence that Huawei is a national security issue. There is close to nothing else. And as for the ‘mineral export controls’, well there might be a reason China needs them, there is also the case that stopping Huawei without evidence comes at a price and it seems that the mineral export is part of that price. So whilst the world is seeking for gallium and germanium (the second one is not found in Germany) the US needs to realise that their stance as a bully comes at a price and now that these prices are set in the open, the US doesn’t get to say “meet China halfway”. It intentionally destroyed the Huawei 5G wave because Americans were too stupid to take the lead in 5G technology and counter what was out there. Even I have 5G IP that the US (and others) do not have. All because the fat cats were lazy in an age when China became a true innovator. As such, as we are told “a technology war with the United States and potentially causing more disruption to global supply chains” the setting is not incorrect but not complete. You see these two substances are decently rare and China has the largest load. The US cannot claim the amounts from Japan or the UK (Or France, or the EU) as such they are in a bind and this is what comes with the bully tactic we have seen these last 5 years. Gallum is a different story. I have no precise numbers, but China is not the largest exporter, it apparently is Brazil with the US in second place. But I reckon that the two together will set a larger station and yes it comes from China. So as we consider “Yellen met with Premier Li Qiang on Friday during a visit to Beijing aimed at repairing fractious U.S.-Chinese economic relations, but made clear in her public remarks that Washington and its Western allies will continue to hit back at what she called China’s “unfair economic practices.”” As unfair economic practices go, 11 years ago we were given “A 2012 White House-ordered security review found no evidence that Huawei spied for China and said instead that security vulnerabilities on its products posed a greater threat to its users. The details of the leaked review came a week after a US House Intelligence Committee report which warned against letting Huawei supply critical telecommunications infrastructure in the United States.” I reckon that with leaked their own stables are in order? In addition to that, the stage is escalating and now we see that as shortages of Gallum and Germanium imply that there is a danger to US National security, with their stockpiles having no reserves left. As such I have a two set mind. Janet Yellen as the champion for bullies should not talk about “market reforms”. On the other hand, I am not claiming that China is innocent. I want to see evidence that they are not and so far going back at least 5 years, the US and the EU NEVER presented this. This is the station we face and as I personally see it Janet Yellen is the new US version of Don Quichotte and China is the next windmill. And as I see it, the stage that STC and Saudi Arabia is embarking on, the shortage that the US faces in Germanium and Gallum implies that the lag that the US faces will close to exponentially increase during late 2024. This is a setting that was to some unexpected, but the Reuters article gives us a list of people and they are all monitoring the supply. This implies to me that the setting is not as good as some make it out to be and it sets a different stage for the UK and France. As the US shortages increase it will stage a takeover of these suppliers by the US a lot stronger and faster than anyone had foreseen. This is (as I personally reckon)  a station of close to exponential danger to these nations. It might be the reason why Janet Yellen was send and not some one form the US State department. Did no one consider that question? Why was Janet Yellen send? It is pure speculation on my side, but I reckon that Premier Li Qiang is having a great time. It might be the first time he is talking from a position of great strength, but I could be wrong here.

What a weird weekend this is, enjoy yours.

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July 6, 2023 · 00:00

Reuter catches up

Yup, that is the frame I am looking at. A mere 2 hours ago Reuters gives us ‘Insight: Swing state Republicans bleed donors and cash over Trump’s false election claims’ (at https://www.reuters.com/world/us/swing-state-republicans-bleed-donors-cash-over-trumps-false-election-claims-2023-07-05/) there we see “The withdrawal of bankrollers like Weiser reflects the high price Republicans in the battleground states of Michigan and Arizona are paying for their full-throated support of former President Trump and his unsubstantiated claims that the 2020 election was stolen from him” and you wonder why this is ‘surprising’. Yet, when you consider that months ago (April 20th to be exact) I wrote in ‘Is UNemployed a thing?’ (at https://lawlordtobe.com/2023/04/20/is-unemployed-a-thing/) “Should Fox settle Smartmatic, or lose in the trials these small sharks will come and take huge chunks out of the Fox cadaver. No matter how you slice it, it will leave a gap for any contender of Fox to step forward because for 1-2 years it will have to contemplate how to go forward and how to invest funds going forward and that leaves their number one customer the Republican Party. Any contender could snatch that client away from Fox, which leaves Fox in a bind.” Now we see this happen and way beyond Fox, yet Fox too will be bleeding a fair bit. In the end these bankrollers need a return on investment and al things Republican are about to feel the pinch in a stage where they cannot afford to lose investors and bankrollers. I reckon that anyone on that horse will soon feel the pinch of lost revenue and more important, anyone feeling serious about their business will not do it with these people. With added “The dismissal impacted prime-time ratings at Fox News, with 20 percent of its audience dropping off between the first and second quarter of the year, according to a review of Nielsen data” this is merely one quote, but it fits the expectations I had and with that bloodletting, tapping the vein will be a lot more dangerous for all republicans involved. People like Liz Cheney have a chance as they turned away from the Trump madness from day one and t cost Liz, it cost her dearly, now she is about to become one of the few members (together with Mitt Romney) that could herald some future in the republican party. Personally I believe that they lost the honourable John McCain too early. That man would have been fifty times the president that Donald Trump imagined he could have become. But that is for another day. In the first the Republican Party needs to reset whatever idiotic view they had and they need to restore whatever they can and it better be WITHOUT Fox News. They lost whatever little credibility they had in the Dominion case and the Smartmatic case hasn’t even started yet. When you add it all up the republican party is in shambles and I saw this months before Reuters seemingly caught on. I reckon there is another side that will gradually catch on. You see bankrollers like Weiser will not ‘suddenly’ become democrats, I get that but that leaves the independent people in an interesting phase. Several states will now have a larger appeal to these politicians. I reckon that people like Cheney and Romney will try to salvage what they can, but people like Mitch McConnell have created gaps by ‘appeasing’ to all republican players (or at least those who shouted loudest) as such he will be trying to fence the republican meadow, but the sheep are already in a panic and large parts of the meadow have no fence. Plenty will side with Cheney/Romney, but too many will not and that is where the independents will have an interesting field day and for some it will be their first chance to gain foothold with corporations that preferred the republican side. The GOP made too big a mess and now the funds will walk away, add to that the dangers that Fox brings and the people they lost and we get a new setting. I partially captured it with “it will leave a gap for any contender of Fox to step forward” and Alex Jones already pushed himself out of the game with all that crazy talk, as such they both stand to lose more and more and the new players who are, what some would define as “republican readable information” will have a field day with collecting from the bankrollers and politicians that need a reliable platform and as such Fox will lose more and more and people will shun the conspiracy people like Alex Jones. As the comedians like Trae Crowder would state as “These people are leaving us? Is it my birthday, again?” And that is the larger setting for Liz Cheney and Mitt Romney (and a few more) and it will redraw republican political lines. I reckon that people like Mitch McConnell will look at the battlefield that they helped to create and wander to a paddock with a stable and intensely quietly live out their life in solitude. They literally bet on the wrong horse which becomes a ‘horse no show’. And that is the larger station for any corporation who had set their money on republican fields. They will consider what to do next and that is where independents will make larger gains, especially where the republicans bungled the ball (and their balls too). I reckon that Florida is in for a very new stage and 2026 will be bad news for Ron DeSantis who lost on a few fronts and the billion dollar losses he instilled via Disney will cost him a lot more, the 2024 elections (next to Donald Trump) first and his governor seat second (his approval rate now in the low 30’s). In this a new setting will evolve. Charlie Crist (D) is the clear favourite here, yet any Republican that did not agree with DeSantis could evolve an independent platform, especially if they want to make nice with Disney. That is merely one of several stages where the GOP will lose more and more ground. 

A lot of this is speculation, but it fits the data that is openly available, which does not make it true. Yet, consider that politicians require endorsements from corporations to continue. What corporation will continue in Florida after DeSantis blew a billion in investments from Disney? And after these fake allegations through places like Fox News, what corporation wants their name and reputation connected to these channels? It was a simple clear setting and no one looked into it at the time and now we see the Reuter stage and others will follow. I wonder what game people like Mitch McConnell will play next when they realise that the people they politically blew away are his only option to remain where he is? That gives a new interpretation to the expression ‘Will work for paddock and stable’ and yes I just made that expression up. 

And when you realise that the republicans are about to lose Arizona, Florida and Michigan (I personally think they will lose Texas too) the fact becomes clear. If the democrats win these three (or four) they will have the house, the senate and congress for at least two terms all at the same time. As I see it, for some republicans yielding the field to independents is their only option as they will need 3-5 years to clean the mess they allowed Donald Trump to create and in all this Ron DeSantis was little to no help at all and regaining hist lost estimated 25% approval will take way too long and Disney is not on his side. The one corporation that employs 75,000 people in Florida and that amounts to a total of (employed and connected) to roughly 1,683,000 votes. This gives Charlie Crist a new lease on political life. It is my personal view that for the republican party Liz Cheney and Mitt Romney are their only chance to regain some of the lost fields, yet I reckon it will not be enough for the the 2024 presidential elections. The best they can hope for (for now) is limit the damage they incur. That is my own personal view on the matter.

Have a great day.

 

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June 2, 2023 · 01:36

Is it too little, too late?

That is at times the question. What I think does not matter, I can be opinionated. Yet that part is still part of the speculative side that I walk. Only those who are in power in the Kingdom of Saudi Arabia can actually state what is real. The rest including those think tanks are clueless. Well, think tanks have a deeper generic knowledge, as such it is no longer speculation, it is presumption. It is knowledge based on data and knowledge they have, it is more accurate than speculation, but how much more is depending on the political hands that they also feed. 

As such Reuters gave us (at https://www.reuters.com/business/aerospace-defense/italy-ends-yemen-linked-embargo-arms-sales-saudi-arabia-2023-05-31/) ‘Italy ends Yemen-linked embargo on arms sales to Saudi Arabia’ this is good for Italy and it will help the EU, but how much? That remains to be seen. This 11th hour turnaround might have som impact, but will it be enough. For it to matter the UK needed to come across months ago and they didn’t and now China has the bulk of the orders ready for consideration. Italy as such might get some, but will it be enough and there the setting of ‘too little too late’ comes into play. Even as they include the UAE, the setting was always going to be the massive billions that the KSA had to spend and even as we consider that the KSA expenditure reached $75 billion last year, most of it is now going towards China. A safe bet is 40%-50%, but I reckon that China stands to gain up to 70%, all that revenue lost to the US, UK and the EU. The losses for these three are likely THAT big. Mine is not presumption, I do not have certain access. It is speculation at best, but how wrong do you think I am? We saw the courting by Chinese officials in 2021 and 2022 and now that they have made their impact Italy is now ending its embargo with a nice “praising Saudi Arabia’s recent peace mediation efforts”? Who are they kidding? The UK handed their revenue to the tea grannies of the CAAT, well a lot of good that did, China just took over and now none of them have anything to tell anyone. Well CAAT can state that they kept their heads high, so when OPEC adheres to the need of Just stop oil and 250K barrels a day go to China instead of the UK, what will have been achieved? I can tell you, nothing. Nothing will have been achieved, but the quality of life in the UK will go down further. 

We see now all kinds of changes and whilst the political arms give lame excuses all around us, the reality is that we opened our big mouths and there is a cost to that, but when the coffers are empty like most coffers in the US, the UK and most EU countries the cost of living will bite more and more. I tried to warn you all for at least three years and these options are all scuttled and they will not mature. So as Italy is making its step hoping there is some time left, I wonder if there was any time left. It is my speculative view that this is too little and it is way too late, but then my speculation could be wrong. You tell me, I honestly am not certain at present. 

Enjoy the day, the day before the weekend is merely one day away.

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May 12, 2023 · 00:17

Spend, spend, spend

Yes, that can be seen as spending three times over. We are of course referring to the debilitating debt the US has and now it is about to cost them a lot, in the larger stage this has had my attention for some time, but today three articles brought it to the top (yet again). The first one comes from the CBC (at https://www.cbc.ca/news/world/debt-ceiling-us-scrap-1.6836090) where we see ‘The U.S. debt limit is again stoking fears across the globe. Why not just scrap the thing?’ There are of course several answers to that part, but it is ““I don’t think there’s any reason to have it exist anymore,” said Douglas Holtz-Eakin, former director of the Congressional Budget Office, who is the current president of the right-wing think-tank American Action Forum.” I think that Douglas has been sniffing the alternative Gatorade. You see, if there was no reason to have credit limits, I would take out a $50M loan with my IP as collateral and move to Dubai. Have a nice one floor apartment and live of the rest with $300K a month at my disposal until the day I die. The reality is that we all have credit limits and most of us have a credit limit that is in the basement. As such nations and governments have limits as well. It is the idea that Americans think they do not have one, but that is a false assumption. It might have had a delusional ring of truth when they were a super power and when they had all the innovations, but they first off shored the knowledge they had because the board of directors had more bonus options, but they are now either retired or mostly dead. Now India has that power, now Saudi Arabia is the innovative player and now China is about to become the one true superpower. All negative things for the US, but this is what they wanted and they shunned Saudi Arabia too often and now they lose them as an ally as well. The one player that really has all the cash is shunned. Well done America! In the mean time spending went on and it was catered to by people who have close to no ash in the first place. Now the Fortune 100 have less American companies and several of them have a spin on what they really own. The largest players who really have things are Google, IBM, Amazon and Adobe. The rest are wannabe collapsing entities. There is Netflix, but they will be in turmoil for at least a year and there is no way to tell how they are pulling through. Facebook is under the gun and they are about to lose another segment, in the meantime Meta is nowhere near ready. 

So off to article two, this is Reuters (at https://www.reuters.com/markets/us-debt-standoff-overshadows-g7-finance-leaders-meeting-2023-05-11/) giving us ‘US debt standoff overshadows G7 finance leaders’ meeting’, which could be true. You see, Japan is in deep waters, optionally too deep, but that requires financial knowledge I do not have, what I think is the case, is that they are too deep in debt and when the US goes, so does Japan. The 7 nations are Canada, France, Germany, Italy, Japan, the United Kingdom and the United States. Italy and France are already in deep waters, in part of the overspending my Mario Draghi, in part of a slowing economy. The UK has its own set of troubles which basically leaves Canada and they cannot hold the fort by themselves but that is the group that is in some kind of meeting and the conversation to raise the debt ceiling is a farce, they all know that the US is fighting of shadows of their former selves all alone, all because no one was willing to do something about overspending and they are decades too late in overhauling their tax systems. All these small issues line up to a setting where there is soon an America defaulting on ALL their loans, bonds collapse and that also pushes Japan over the edge. The Reuters article also gives us “U.S.-China tensions also cloud the outlook for the global economy that is already under pressure from signs of weakness in the world’s second-largest economy China.” This is a stage that I find debatable, from my point of view (optionally not a correct one), the Chinese economy is already surpassing America and now that they have the stage for the Middle East with larger venues into Saudi Arabia, they surpass America. The fact that Saudi Oil can now be bought with Yuan is the one push America never needed and never really could handle. With Saudi Arabia about to launch their own version (in English) of Al Jazeera will mean that advertisers have an alternative to Fox and CNN and when that channel branches out to Indonesia, Egypt, Bangladesh and India, the numbers will vastly surpass 500,000,000 viewers. In this I didn’t even consider Pakistan at present. As such where do you think Advertiser will go? America pushed the wrong buttons for years and now their birds are roosting in other nests. The third is also Reuters (at https://www.reuters.com/markets/us/yellen-warns-us-default-would-threaten-global-economy-undermine-us-leadership-2023-05-11/) giving us ‘Yellen warns US default would threaten global economy, undermine its leadership’ where we see “U.S. Treasury Secretary Janet Yellen on Thursday urged Congress to raise the $31.4 trillion federal debt limit and avert an unprecedented default that would trigger a global economic downturn and risk undermining U.S. global economic leadership” in this I personally believe that the US hasn’t been a real economic leader for some time. It started just before the age of Trump as the US learned that they could no longer afford the things they were doing and now these accounts are all coming up empty all at the same time. So at the end we are given “Yellen said Republican brinkmanship on the issue amounted to a “crisis of our own making” and that just the threat of a default could lead to a downgrade of the U.S. government’s credit rating, as occurred during a debt ceiling fight in 2011.” I personally feel that this is totally bogus, the issue was overspending and both sides of the isle were doing that and both sides were doing that. In addition they alienated the one player who was loaded, the rich relative was made a pariah and that didn’t sit well with that relative. This is why I approached them with my IP. I feel better when someone with the cash pays for my IP than the fakers who have a maximised credit card, implying I would be without cash for too long whilst they walk away with my multi billion dollar IP. I will not allow Microsoft anywhere near it, as such I would have no issues selling it to Tencent Technologies (with a few attached clauses mind you). And I have reason. A clear solution that could have given Google and/or Amazon billions was shunned by them giving me the excuse to go wherever I needed to go to get my golden retirement. And they connect. You see, they are all about contracting economies, all whilst innovation will go where there was no one and in my case in several cases there was no one, only in one case there was someone (Gucci), but they are only on one side of one IP I had and I had several other venues connected to it, optionally to android phones as well. And you see that same issue here. We see ‘raise the debt ceiling’ whilst 4 presidents did not stop overspending, it was not an issue and now as they lose tens of billions in industries that are all headed for China, they are all up in arms with “Yellen wants G7 debate on restricting investment to China”, just like the Huawei issue and we never were EVER given any evidence regarding Huawei. That is the effect of a bully who lost whatever innovation they had to players who were truly innovative and now they are running out of time, they are running out of fairway and they have nothing left. Two elemental parts were ignored for too long the first was overhauling their tax system, the second was overspending and in 2011 the point of no return was reached, both Democrats and Republicans worked together in making that happen and China merely waited for it to collapse and that is now about to happen. Will there be another raise? I cannot tell, but this is not enough, after this one another one will come and that is how this game is being played, almost like bluffing in Omaha poker, the issue is that bluffing is too dangerous and can often fall flat, for someone to think that they can bluff for this long is a new level of delusion. 

No matter what, we are about to find out how much longer the US can play that game and they returns to the stage of tax the rich, another delusional setting, which by the way works out well for Monaco, the Bahamas and Dubai to name but three where the retiring rich could go to actually enjoy their cash. 

Enjoy your day unless you have a PacWest Bank account, at that point you are decently screwed at present.

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May 1, 2023 · 13:31

The premise of danger

That is what I feel is in play, but there is a word of warning, my premise is speculative. To see this we need to take a look at two new articles, both from the BBC. The first one is ‘First Republic makes last ditch bid to find rescue deal’ (at https://www.bbc.co.uk/news/business-65441302). I will go into details shortly. The second one is ‘US Fed admits failure to take forceful action on SVB’ (at https://www.bbc.co.uk/news/business-65428206) which came in a day earlier, but it all links to ‘I honestly don’t get it’ (at https://lawlordtobe.com/2023/03/12/i-honestly-dont-get-it/), which I wrote on March 12th. As such we have a growing concern that stretches well beyond 6 weeks and now we get “According to reports, the Federal Deposit Insurance Corporation (FDIC), a US financial regulator, sought bids for First Republic by the end of last week and has been assessing them over the weekend. Investment banking giant JP Morgan Chase is believed to be one of the banks invited to bid for First Republic, according to news agency Reuters. Bank of America is also understood to have been approached.” And in those six weeks I made a few clear presumptions/speculations. Yet NONE of the media looked into any of that, not even by their own accounts. The setting is that slippery and as such the media has shown that it can no longer be trusted. You see, there was a clear premise that some banks have too many US Bonds, but no one is willing t report on it and now people are withdrawing cash. The global setting becomes that putting your wealth in your mattress (or in a Saudi or Dubai bank) tends to be safer and that is not a good thing. No one is willing to look into the bulk of the US bonds and where they are, more importantly, no one is looking into which banks have US Bonds and how may they have of them, but the journalistic joke (ICIJ) was willing to play the NSA game (Credit Suisse leak) and emotionally speculate away whatever they could. The media is failing us all, because many are driven to ‘governmental’ needs. Yet, this is speculative, but look at what was published and what we are told, the numbers do not add up (neither do the topics). And in the second article we get “The US central bank has said it failed to act with “sufficient force and urgency” in its oversight of Silicon Valley Bank”, as such they didn’t learn in 2008 and they are seemingly not learning now. I use the word seemingly because of the Bonds issue, as I personally see it, some aren’t willing to report on connected matters and that is a whole different kettle of fish, but it is my view and if there is decent evidence proving me wrong, I will accept that. 

So when we are given “Michael Barr, the Federal Reserve’s vice chair for supervision, who led the review, said the US central bank should toughen its rules in response to what it had learned from SVB’s demise” we need to consider a few things. Basel III was created in 2010 (13 years ago) and in the US it was named the “Dodd-Frank Act” which was supposed to stop banks from taking excessive risks, which was partially repealed on May 24, 2018 by former President Trump. And now we have several new messes that could (in a most dire setting) bring about a new age of poverty in the US. Yet the larger setting that pushed for this is how many banks have US Bonds and how many do they have? 

And there is enough evidence out there, but for some reason the bulk of the media will not go near it, why not? If you follow the timeline and you start digging into 

Silicon Valley Bank (SVB)
Signature Bank
First Republic Bank
Credit Suisse
UBS Group AG (they bought Credit Suisse)

A weird setting starts to evolve and I am not an economist, as such someone will tell me I am wrong, but when you start comparing where $20 trillion in US Bands are, the picture shifts. Some are well established ‘banks’ like Rothschild & Co, as such plenty will have bonds, but some took a chance on getting rich quick and the partial repealing of the Dodd-Frank act allowed them, as such several are now in problems and there are more in this level of problem, but someone is brushing these facts under the carpet (and the banks themselves are hiding issues), as such I expect to see more revelations like this over the next 2 quarters. I recon the US Central banks are doing whatever they can to douse that fire before a full baking meltdown is on the horizon and the media is assisting, because if they were not, we would see a lot more facts come to light. Or as my grandfather would say ‘the best secret keeper of an adulterer is a brothel’, to state that someone is getting rich of keeping the secret at present and as I personally see it, the media is assisting them. Why is that? It is (again as I personally see it) because you are no longer entitled to getting the actual news. You get filtered information. News that is censured and approved by share holders, stake holders and advertisers.

Take notice of that small fact and enjoy Monday, only 112 hours until the weekend.

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April 21, 2023 · 23:29

What at first we don’t grasp

Yes, that is the setting we all face, even me. We don’t get everything, we don’t see everything and we don’t put it all together at a first notion. We think at times that the stage is clear, but it I not. It is made harder by a media that cannot be trusted, that relies on emotions and flames to get digital dollars and at times some of them merely keep silent for whatever reason. In this case (I checked today) according to Google Search, only Reuters and Arab News reported on this. You see, Pakistan has placed its first Russian oil order of 100,000 barrels a day. They did so because it is discounted oil and Pakistan does not have great oil reserves and it has 231 million people, as such for them discounted oil is essential, but that also means that Russia is now getting another flow of cash to prolong the war, more important, it might now have a long standing oil customer. You see, no matter how we feel, Pakistan does not care too much about Europe and more important, the war does not touch them. It feels indifferent, but business is indifferent. Business is what Pakistan needs for its people and its commerce and in this discounted oil matters a whole lot. So what do you think other nations will do? 

As such Arab News gives us “Pakistan has placed its first order for discounted Russian crude oil under a new deal struck between Islamabad and Moscow, the country’s petroleum minister said, with one cargo to dock at Karachi port in May. The deal will see Pakistan buy crude oil only, not refined oil, and imports are expected to reach 100,000 barrels per day if the first transaction goes through smoothly, Minister Musadik Malik told Reuters on Wednesday night. “Our orders are in; we have placed that already,” he said.” We might be upset, be might get angry but we need to realise that Musadik Malik can make a case. He must look out for the needs of its country and in a commodity like oil, the discounted version matter a whole lot. People want to get angry, but why? When you get groceries, do you get the brand at $1.99 or the supermarket version at $1.29? Especially when you know that they come from the SAME factory? You feel happy that you saved $0.70 and took that from the factory mouth. I know it is not that simple, because the supermarket orders 10,000 packages to get that discount, but for the consumer it is a saving. So what happens when a nation can get a barrel at $10-$30 less? That is one to three million less and the Pakistani government pockets that savings and they are not the only one with a budget issue. 

Reuters had a photo telling us “People on motorcycles wait for their turn to get petrol at a petrol station in Karachi, Pakistan, November 25, 2021” and that is one queue, Pakistan has them at nearly every gas station, some of these people live from gas tank to gas tank and now the Pakistani government could offer it slightly cheaper. Reuters also give us “As a long-standing Western ally and the arch-rival of neighbouring India, which historically is closer to Moscow, analysts say the crude deal would have been difficult for Pakistan to accept, but its financing needs are great.” And they would be right. The larger issue is not merely how the Pakistani situation is, it is what other nations are in a similar stage, because that matters. When nations can save up to 20% they will take the deal, there I little doubt in my mind and when you explode in anger, just realise that plenty of AMERICAN corporations are still doing business with Russia, I see the list all over LinkedIn with some repetition. There is a website (at https://dontfundwar.com/directory/) were we see hundreds still doing business in Russia. Companies with EU or American origins, as such we need to act locally before we can demand anything international and lets be clear. This is not on Saudi Arabia, no on Venezuela or any other oil producing nation. This is the consequence of a global economy and we better realise that the larger picture is not set in emotion, it is set on cold hard cash and cold needs of board directors and shareholders. The funniest was Credit Suisse (well it was until UBS took over) “Stop new business in Russia while meaningfully cutting exposure by 56%” so in a bank, what is ‘new business’? And in all this what is ‘exposure’? Doing it without a marketing spin, or is there more? 

We might not grasp all elements, we might not see all the elements in play. The list for example does not expose the transitional partners that work via Asia, or Africa as such the question becomes how much scaling back was in place? For one company to stop dealing with Russia and some old granny does it via Sun City for that player is that scaling back? 

The media is all quiet about a lot of it and you get to wonder why. I reckon until someone exposes certain links then they will casually mention it on page 23 of the newspaper to cover their own asses and sone distant link on their website will mention it, well after you repair the accidental broken link. There are many reasons why some act how they do, but the simple reason is money and the revenue they are measured against. A war that impacts global economy is a dirty one. They all ignored the larger impact of Yemen because there was no linked global economy, the same was the case for Syria. Now in the Ukraine it is different and we see all kinds of issues pop up.

Enjoy your discounted meal (and day).

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April 9, 2023 · 11:44

Presentations of what exactly?

That is where my mind is at today. This is not some setting of she said…she said. This is not one against the other, this is about what is real and what is mediated fake. There is a gap there that is as wide as the Grand Canyon, but the media is intent on making that gap seem like a little bump, something that can be discussed, even if they have made no headway in over two decades. 

To see this, we need to look at two sources. The first source is the Middle East monitor (at https://www.middleeastmonitor.com/20230408-cia-chief-visits-saudi-arabia-to-express-frustration-about-iran-rapprochement/) 

Source 1
Here we are given ‘CIA chief visits Saudi Arabia to express frustration about Iran rapprochement’ with the text “Burns told Saudi Crown Prince Mohammed bin Salman that the US felt “blindsided” by Riyadh’s rapprochement with Iran and Syria – Washington’s global rivals – according to the Wall Street Journal, citing sources familiar with the matter. It cited a US official who said Burns discussed cooperation on intelligence and counterterrorism with Saudi officials.”

This is followed by my personal view

“Bill Burns, in my personal view you achieved fuck all, in two decades Iran was able to push, your governments actions had no impact and over the last three years we saw Iran successfully smuggle weapons and gear to Houthi Terrorists. The media (with a little push) ignored the presentations of Colonel Turki Al-Maliki. Your organisation ignored facts, your organisation drowned voices and all for the good of the United States at the expense of everything. It is also a personal view that the CIA has been acting to achieve maximum destabilisation so that the USA had the big presentation to be the solution to everything Middle East based. How long did you think that you could continue that path?”

I believe now and have always been of the mind that Saudi Arabia needs to do what is best for its country and its citizens. On a side note ‘rapprochement’ means “an establishment or resumption of harmonious relations”, which is presently not the case and might take some time to get to that level. So as we are given “The United States and Saudi Arabia for decades have cooperated closely on counter-terrorism and other intelligence matters” I have a few other issues, it is my personal belief that the US merely wants to know everything that they can (which makes sense) and they are doing it at the cost of everything and anyone. In this we can point at the case of the alleged thief and alleged traitor Saad bin Khalid Al Jabri. So how are they working together whilst Saad bin Khalid Al Jabri controls a CIA portfolio of a lot of money. So how close is the USA working with Saudi Arabia? It is merely a question, but the numbers are starting to add up and now that Saudi Arabia has decided to lower the oil deliveries by a million barrels, the US economy is starting to hurt really bad in America. It will not be visible for at least 60-90 days, but by the summer the US will be in deep waters and they need a solution, their inactions are going to be the cause of their own downfall. 

Source 2
The second source is Reuters (at https://www.reuters.com/world/cias-burns-reaffirmed-intelligence-cooperation-saudi-arabia-visit-us-official-2023-04-06/) where we see ‘CIA’s Burns reaffirmed intelligence cooperation on Saudi Arabia visit – US official’ we get to see here “The United States and Saudi Arabia for decades have cooperated closely on counterterrorism and other intelligence matters” the rest could be seen as bland bla bla. 

The US is now in a larger stage of being pushed out of the Middle East. I made references to this for at least a year, first failed strategies, then the failed actions regarding Yemen and now the economy will falter. The options for the US are now falling away faster and faster and they did it to themselves.

Saudi Arabia must do what is best for its nation and its citizens and the events we saw in the last 5 years give rise to the fact that the USA is no longer the best option. And whilst we lay blame (not me), consider the actions of the last 5 years including the UN essay writer. Consider what WAS real and what might have been, and we were given what might have been too often and now that China has been successfully courting Saudi Arabia other issues will come. Iran is considering a new stage where it cannot fight Saudi Arabia AND Israel. It is therefor in a stage to make islamic choices towards Saudi Arabia and that allows for Iran to focus on Israel. It does not sound good for Houthi terrorists, but that is life. And now the US will lose a lot more than they counted on and the damage is getting worse, a lot worse. Their arms industry is losing grounds to China, which implies that that well is drying up faster than a saucer of water in the Rub’ Al Khali. What happens next is anyones guess but as I personally see it, the US policies have failed and now they need to rectify largely or be cast out of the region, on the upside, the US can still cater to Tel Aviv and whatever space they have.

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