Tag Archives: Saudi Arabia

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.

Leave a comment

Filed under Finance, IT, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

May 2, 2025 · 03:40

Saudi Arabia goes Hiragana

That is the word, as we read Arab News (at https://www.arabnews.jp/en/uncategorized/article_146218/) with the headline ‘The dawning of a new era in Japan-Saudi Arabia relations’, there is no real puzzlement. As America goes on with its “We’re doing great”, often merely repeated in all the media, the reality is different ‘Too many ‘life long allies and great friends’ are seeking greener fields as they are in deep fear of getting scuttled alongside the good ship fairytale (oops America). So this article was not really a surprise. As we are given “Based on the idea of leading the international community from division to cooperation, I have decided to visit Saudi Arabia, which plays a crucial role for peace, stability and prosperity not only in the Middle East but throughout the world. Saudi Arabia has achieved some remarkable developments under Vision 2030, led by Crown Prince Mohammed bin Salman, through undertaking extensive economic and social reforms, such as the diversification of industries and decarbonization. I believe that it is of great significance that my first visit to the Middle East as foreign minister of Japan is marked by this visit to Saudi Arabia.” This is not a love letter, but a setting of recognizing that Japan requires a more stable friend and optional long standing ally and Saudi Arabia likes the market of 125 million people. Not as much as America or Europe, but nothing to be sneered at and Japan sees the need for this union, if only to do something about the $8.84 trillion debt as of January 2025. They haven’t reached the point of no return yet and whilst everyone merely swallows the “we’re doing great line” Japan knows better and Iwaya Takeshi, Japans current Minister for Foreign Affairs sees opportunity for Japan and as we are given “Japan and Saudi Arabia are strategic partners that are this year celebrating the 70th anniversary of the establishment of their diplomatic relations. Since the establishment of diplomatic relations in 1955, bilateral relations have developed in various fields. In particular, the friendly relations between the imperial family of Japan and the royal family of Saudi Arabia have been an important pillar.” This is continued with “In February, I signed with Saudi Foreign Minister Prince Faisal bin Farhan a memorandum for establishing a strategic partnership council, which will be chaired by the leaders of the two countries. This will be a vital framework to further strengthen our cooperation for the future of our two countries under the guidance of our respective leaders.” You might think this is all simple coating the setting, but it is not. You see Japan imports approximately $84.95 billion a year from America, with as I see it $3 billion in Organic chemicals, half a billion in Articles of iron or steel and $124 billion in Machinery, nuclear reactors, boilers. Items they can get from the kingdom of Saudi Arabia, optionally without tariff and I reckon that in the setting of Vision 2030 Saudi Arabia will be really happy to supply and the latter part will be discussed below. They will not get it all, but that is a setting where America loses another $20,000,000,000 in revenue and they have such a good economy, they can lose this setting, no worries. Well, can they really? 

You see, the second article (at https://oilprice.com/Latest-Energy-News/World-News/Is-Saudi-Arabia-Preparing-for-Another-Oil-Price-War.html) OilPrice dot com gives us ‘Is Saudi Arabia Preparing for Another Oil Price War?’ The setting deteriorates for America. When we see “US benchmark WTI crude is down nearly 4% as Saudi Arabia reports emerge that not only can the Saudis sustain today’s low oil prices, but output increases are likely to be announced next week, for June output, sources speaking to both Reuters and Bloomberg have indicated. On Wednesday, Reuters cited five unnamed sources as saying that the Saudis have no intention of boosting oil markets with further supply cuts, as Riyadh’s budget can tolerate sustained low prices.” This is bad news for America, you see, they rely on the ‘profits’ and resale from the Brent Oil range of profit making and that is about to come under fire, even if it is only 3%-5%, that is a drain of a lot. As we are given “Oil had dropped over 2% amid demand worries and expectations of increased supply from OPEC+, with Saudi Arabia signaling it can tolerate lower prices and may push for more output at the May 5 meeting. Additional pressure came from growing production in non-OPEC nations like Guyana.” (Source: Trading Economics), we need to realise that another drop in revenue will make people relying on this push the panic button (even as Douglas Adams told them: ‘Don’t Panic’), I reckon that is not a venue that America will follow. And as Japan moves more and more to Saudi Arabia, the chance is that more oil will come from Saudi Arabia, as well as a lot more than the three topics I raised. So how much will America lose from their long standing friend and Ally Japan? Even at 10% the slowdown of the $84.95 billion a year will be close to immeasurable. I reckon that it could go up to an estimate max of 30% (which is a little over 25 billion), but add to that the shift in oil, it becomes serious money. As I see it Saudi Foreign Minister Prince Faisal bin Farhan Al Saud earned his daily dose of lamb shawarma today. (It might be chicken shawarma). There is a massive shift happening and as I see it, according to Irwin Stelzer of the Times, America is going strong, so how are these simple ‘facts’ overlooked? Too far in the future? The new memorandum was drawn up in February, and as I see it, these two giants (meaning Japan and Saudi Arabia) could set a beginning to scuttle the good ship America. This is not a given, but in a trade war it will be more than about getting more revenue on one side, it is the other side that is overlooked and as I see it, this partnership could definitely set ill winds to the barometer of the America economy. 

So have a great day and enjoy your Sushi with Japanese Sobacha tea today.

1 Comment

Filed under Finance, Media, Politics

Tagged as , , , , , , , , , , , , , , , , , , ,

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!

Leave a comment

Filed under Finance, Law, Media, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , , ,

April 29, 2025 · 23:22

News and self reflection

That happens, we all have to reflect on ones self. And I was given, by Arab News (at https://www.arabnews.com/node/2598647/business-economy) ‘Saudi Arabia’s non-oil exports surge 113% since Vision 2030 launch’ here we see “Saudi Arabia’s non-oil exports reached an unprecedented SR515 billion ($137 billion) in 2024, marking the highest value in the Kingdom’s history.” It comes with the added “The robust growth spanned all export sectors. Merchandise exports climbed to SR217 billion (+4 percent), fueled by respective increases of 2 percent and 9 percent in petrochemical and non-petrochemical exports.” As such it seems that the Kingdom of Saudi Arabia is doing well. For me the quote “In 2024, the Kingdom exported goods, re-exports, and services to over 180 countries, with 37 countries registering record import values, including the UAE, Bahrain, Iraq, Oman, Algeria, Spain, France, Poland, Libya, and Syria. Other countries, such as Indonesia, Thailand, Morocco, Pakistan, Nigeria, Germany, Greece, and Bulgaria, also achieved record import volumes” was important. You see, one of my IP ideas would add Egypt, Bahrain and Bangladesh to that list. Indonesia, Pakistan and Oman were already on that list.

As I see it, the first phase might be a simple $6 billion (﷼22,500,000,000), but after that, I personally believe that the annual revenue could grow to $20 billion (75,000,000,000﷼) I might have gotten the placement of the Saudi riyal symbol wrong. The nice side effect of mixing left to right and right to left issues, but that is what it amounts to, as such a nice 6 to 20 billion annual added to the frame, but neither the Saudi Consulate (or Amazon for that matter) was taking the bait and it was such a nice bait. Still the setting of creating IP with a phase one setting of 6 billion is nothing to laugh at. I wrote about it before and that was merely one of a few IP settings (the rest is not that valuable). Still, I feel strongly about this idea and it fits the Muslim stage for a few reasons and that is beside the idea that it might unite the Muslim nations. 

Still I wonder in light of this news, is my idea really worth that much and will it work? I believe so, the one factor I cannot predict is how Epic Games (the maker of the Unreal Engine 5) will react, because I am not certain if they ever considered other venues beside gaming, as such Tencent becomes a factor as they too could carry the IP and in light of TGP Box (Tencent Games Platform) could it support the stage? With the initial 50 million consoles and in a non gaming condition could they consider the new venture it goes along? With the data centre in Saudi Arabia they might. The setting is diverse and it gives them access to a whole new cluster of users. Then there is the secondary stage of gaming, with a strategy that gives this solution over 1000 games pushing them on par with Sony and Nintendo, are they ready for what comes? In this, on par is pretty much the stage as they will not replace these systems, but ride alongside with them. I don’t know enough of the strategists that Tencent has, I know that I cannot trust Microsoft, but Amazon was a first thought when Google dropped their Google Stadia. The internet of things and Cloud gaming had their pay offs as I saw it, especially as no one was looking in that direction and as two streams were taken from the Google ship it made sense to go to Google first (but they dropped their stadia), so the Luna was the only solution for me. Now that Tencent is up and running there is another option, but it is still a little dependent on what Saudi Arabia will do, they are the corner stone of this solution. 

So as I see this article, I wonder if I am right. Self reflection is important, especially when you are talking about billions, and I do not want to be wrong, which is why I try to be as conservative with the numbers I have. On the other hand, the thought that I have the jackpot idea and I cannot sell it is pretty much killing me and I don’t want Microsoft near this, they have screwed up too much IP as I see it as such I don’t want them near the ideas I have and there are a few more. Still the doubt  grips me, how could I have come up with the idea of billions whilst all the others cannot see what I see. Am I missing something?

The doubt can be debilitating. In other news of the good kind. Mark Carney won the elections, so that is at least something. Now if we could only make Donald Trump shut up about the 51st state, that would be really nice. So have a great day and if you are in Canada, raise your coffee in cheers for Mark Carney (it is 6:00 in Vancouver, way too early for alcohol). 

Leave a comment

Filed under Finance, Gaming, IT, Media, Science

Tagged as , , , , , , , , , , , , , , , ,

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. 

Leave a comment

Filed under Finance, Law, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , ,

April 25, 2025 · 17:25

Changing the reason

That is the setting and it is not a bad setting. The reporter, the spokespeople, no one broke any laws and no one created harm in the process. The latter reason is merely my reason, but with the tariff setting it matters. I am talking about the article in tech radar (at https://www.techradar.com/pro/pc-makers-are-planning-plants-in-saudi-arabia-to-try-and-avoid-us-tariffs) where we are given in the headline ‘PC makers are planning plants in Saudi Arabia to try and avoid US tariffs’, you see, it is not about tariffs at this time (perhaps partially).

You see, the article gives us “Major PC makers like Lenovo, HP and Dell are reportedly exploring building new manufacturing plants in Saudi Arabia in order to avoid high US tariffs on Chinese-made goods.” I reckon that ASUS is doing the same thing. There is a larger prospect. Consider NEOM Sindalah, NEOM Oxagon, NEOM Trojan, NEOM the Line, NEOM Magna and all its 12 subdivisions then we get the Mukaab project in Riyadh. These settings represent thousands of computers and most of them laptops and netbooks. A setting I predicted in January 2024 (at https://lawlordtobe.com/2024/01/25/those-happy-dreams/) on the 25th of January 2024 I implied the need for Saudi Arabia (and the UAE) to change the way customer service was done in these places. With NICE as an example, Saudi Arabia could create a Muslim solution for this and considering the growth of travelers which is supposed to surpass 100,000,000, at present (last year) was over 800,000 people and NICE has that covered, but as it is an Israeli solution, it might not fly in Saudi Arabia or the UAE and as such the premise needed to be changed and in that article I set the premise out a little better (I had retyping my own words).

As such with these thousands of systems required, it makes perfect sense for Lenovo to get into the game on a local setting, I might not be a huge fan of the Lenovo, but plenty of people love them and as such I see tremendous strides forward for Lenovo, my personal vote goes to ASUS, but that does not make Lenovo a bad choice, it is merely not my cup of tea. 

As such when we see “DigiTimes says HP and Dell have also sent teams to Saudi Arabia to scout out potential factory sites following local government invitations. The biggest attraction for manufacturers to relocate to Saudi Arabia are the 10% reciprocal tariffs, compared with 245% for China.” As I personally see it, it needs close tracks to each of these centers, likely it needs to favor Oxagon and Riyadh, but that is merely my point of view. Likely there will be service centers in each of the 4 locations, and relying on how Magna plays out, a larger setting is required there, but other with more geolocating intelligence is required. 

As Lenovo goes there and as the others (DELL, HP) come too, the setting for Saudi Arabia increases, there is at the near coming time a setting where these brands could service clients in Jordan, Egypt, Lebanon and Syria as well. It could explode service and sales settings a lot more for these regions than the EU and USA can. So when I see the quote “However, the PC market’s immediate future remains uncertain. “In addition to the direct impact of tariffs, the stop-start nature of announcements and delays have cast uncertainty around pricing for consumer electronics this year,” Canalys Analyst Greg Davis explained.” I merely mention “Go pull the other foot”, you see the tariffs are merely an excuse and an optionally bump in revenue for these companies. I reckon that these reasons Trump (oops typo) the tariff reason at present and as Saudi Arabia makes strides to completing these settings the need for systems increase a lot and the need for servers in these locations would explode the need for CISCO equipment as well. 

This is a larger setting in the need for these companies to get ready as they might require localization and as I see it, the one who is there will get a larger options and a larger slice of the revenue stream. But that could merely be me.

Have a great day and enjoy the weekend. I have to kill hundreds of people in a place called Cyrodil this weekend and I am buying a nice house in Skingrad, but they tell me that I have weird priorities.

Leave a comment

Filed under Finance, IT, Media, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , ,

April 24, 2025 · 18:34

OK, this is new

That happens, even to me (not that I am such a high shining light), but the news from Planet Rugby caught me unaware. You see, they give us (at https://www.planetrugby.com/news/saudi-arabia-sports-minister-makes-bold-claim-as-multi-host-2035-rugby-world-cup-bid-considered

) that the stadiums for the Rugby World Cup in 2035 are ready. Personally I think that if it fits a soccer team, it will fit a Rugby team, but what do I know. You merely have to get an eraser to wipe away the old lines and place a few new ones (and replace the goals). So as we are given “The Sports Minister of Saudi Arabia, Prince Abdulaziz bin Turki Al-Faisal, has confirmed the nation’s intent to host the tournament in 10 years.” I do not oppose, I actually have no feelings at all on the matter as it just isn’t ice hockey. But the setting of Saudi Arabia hosting the Rugby World Cup is pretty much OK with me. The fact that the United Arab Emirates and Qatar are signing up for the hosting as well only sets me against Qatar. It is basically limited to the small detail that “Qatar has been a key financial supporter of the Palestinian militant organization Hamas, transferring more than $1.8 billion to Hamas over the years.” And that is a big no-no for me. 

So as we are getting the quote “Saudi Arabia will host the 2034 Football World Cup, but could double down with a bid for the Rugby World Cup the following year in a never-before-seen sporting double. Following an appearance at last weekend’s Formula 1 Jeddah Grand Prix, the minister was asked about the prospect of hosting the event of a sport that Saudi Arabia seldom plays.” The idea that a venue earns its keep by not hosting one but two world events has its appeal. For me the appeal is that these venues mostly serve one purpose and that is catering to the event and then? That is the setting I wonder about and there is a second setting. You see, with all the 2030 events running the setting for Saudi Arabia presents itself to the world for more than one setting has appeal. I actually wonder if a case can be made to host Sailing races at NEOM: Sindalah. As I see it, 2030-2040 might be the decade of Saudi Arabia. There is no doubt that we will see news from Saudi hater with their human right settings (which they negate a lot when it comes to Russia, Syria, Yemen and a few other places). Saudi Arabia has a proud heritage and it is a Muslim Nation. That doesn’t mean that it should be held to ‘different’ standards. 

So when we are given “Of the three, the United Arab Emirates is by far the most competitive team, sitting inside the world’s top 50 in 49th place” and the stage of “with a decade until the potential spectacle and a likely large financial fund for the sport in Saudi Arabia, it’s impossible to rule out a rise over the next few years if their bid were to be successful” in this I have the setting that the Olympics have only be held in Greece twice, with the political setting that Emperor Theodosius I banned the games in 393 AD in order to promote Christianity (I personally think that that Pope Siricius couldn’t run if his life depended on it). Oh, and when did anyone actually run the Marathon to Marathon? Or basically when exactly did anyone laurel Pheidippides for running his heart out (quite literally)? All basic questions, aside from how many marathons have been held in Kenya. This might introduce rugby to Saudi Arabia and a few other muslim nations as well and that should never be ignored. In that light the UAE is as worthy a choice as anything else. But the case has been made by Prince Abdulaziz bin Turki Al-Faisal to host it in Saudi Arabia. 

So, as we see the quote by the sports minister “I think our main intention is to develop sports within the kingdom” we need to see the power of that intent. And with the quote “And then today we have roughly 97 federations. We’re not going to host everything with 97 federations, but why do we have 97 federations? It’s because we want to promote sports” we see the larger issue. We also need to acknowledge that some sports are near alien for the Arabic Nations. To be honest I never expected to see the International Ice Hockey Federation (IIHF) and yet at present we see Saudi Arabia, the UAE, Oman and Bahrain part of it. All places where water doesn’t tend to get solid (a prerequisite for the game). So as such I am a little curious if Saudi Arabia will be successful in that endeavor. And to show you what could happen 

So what does it take for Saudi Arabia to show the world the existence of the image below, worn by Saudi expats, fans and Rugby tourists all over the planet? 

These are the moments that matter to a lot of people, when a nation grows into the ranks of a sport, people tend to take notice. Not these captains of industry with their $899 lunches (sorry Mr. Jesse), but the ordinary people cheering for their team (for example the Kraken) eating their simple sandwiches and burgers cheering their teams along, because that is their happy place and whilst Polo has its share of fans, the larger slice of the world cheers for Cricket, Rugby, Ice Hockey, Soccer and Football ands as such I applaud the idea to see Saudi Arabia add another game to their stage and for all the young ‘entrepreneurial’ spirits, have fun. I wonder where it will be held as well as the participating nations. Wouldn’t it be great for Saudi Arabia that the announcement will draw people out, ready to try the sport and succeeding? How wild will the cheers be for a Saudi team to get to these games?

So as previews go, here is another one. It might be a problem if they play South Africa, but they will just have to create an alternative jersey.

Have a great day and for the real Hockey players out there. It is called a biscuit, you can’t eat it. 

Leave a comment

Filed under sport

Tagged as , , , , , , , , , , ,

April 19, 2025 · 18:46

Regarding that joke

It all started with a BBC article a few hour ago. I sat on the ideas that came forth as the story was a mere 21 minutes old and as there is so much hatred towards President Trump, I decided to wait to see what else we were getting. The story (at https://www.bbc.com/news/articles/c20x5xn1g92o) gives us ‘Trump says US will ‘pass’ on Ukraine peace talks if no progress soon’ where we get “Donald Trump has said the US will “take a pass” on brokering further Russia-Ukraine talks if Moscow or Kyiv “make it very difficult” to reach a peace deal. The US president told reporters in the Oval Office on Friday that he was not expecting a truce to happen in “a specific number of days” but he wanted it done “quickly”.” This is quite the turnaround. You see, about a month ago (source: Reuters) we got ‘Trump threatens Russia with sanctions until Ukraine peace reached’, in that time Russia never got any tariffs, not even pro forma and the penguins at McDonald island got plenty. Then three weeks ago (source: ABC News) we got ‘Trump says he’s ‘pissed off’ with Putin, threatens bombing of Iran’ and now we have a situation. You see, the bully talks a lot, but either he has someone doing the work for him, or that person tends to back down, unless he has a superior battle position and America seemingly doesn’t have that, even though Russia is getting slapped silly by the 20th strongest army onboard the planer (yes, it’s the Ukraine). 

This reminds me of a joke, A Masochist walks up to a sadist and say ‘Beat me!’ The sadist in response wrings his hands, smirks and says ‘No!’. Funny as hell and if you get the premise, you get to see who the sadist and who the masochist is in this joke. 

As we are given “Trump’s direct diplomacy with Putin and sharp criticism of Ukraine’s President Volodymyr Zelensky have raised concern among Nato allies, who argue that support for Kyiv must be maintained.” And in addition to that, the Commonwealth clearly stands with the Ukraine in their time of need and America is nowhere to be found. As I personally see it, it is the consequence of being broke. The lack of funds (or the massive amount of debt) is setting the degrees of freedom to nothing. They can merely hope to sing out the setting until the next president comes into office. 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. 

The bully always want quick results because it ingratiates his position. The long fight is not for him and that is the setting we need to accept. The Ukraine was attacked, it was invaded and that is seemingly the ignored setting, American politicians are merely duplicating the Russian position that they are in defense of and that is brutally wrong. Canada, the United Kingdom, NATO, Australia all see this. So why doesn’t America? In addition, we are presented  with evidence that Chinese soldiers are now part of the Russian Armed Forces. This was given to us by the Guardian with the headline ‘Ukraine war briefing: Captive Chinese soldiers appear before the press in Kyiv’ and with the byline “Republicans increase pressure on Trump after 35 killed in Sumy, with US president calling for ‘death and destruction to stop’. What we know on day 1,147” 

Screenshot

So as we wonder what is left of the ‘commie’ hating Republican Party, we need to address the elephant in the room. How could things have become that bad. I warned of the dangers of this debt over a decade ago in at least a dozen stories.  It is currently set to “The national debt ($36.21 trillion)” it comes from the source that is called “An official website of the U.S. government” (read: Fiscal data) and the biggest holders of that debt are Japan and China. Did you think the tariff hands against China was a good deal? If they take the hit and push all that debt on the exchange tables, the debt could become a massive setting for America to pay back these IOU’s (also known as bonds) and that will implode Wall Street entirely (as I personally see it), but for Americans it will not be good. 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? As I see it, it would topple the Yen and the Euro in that same instance as they have trillions of debts as well and the banks who own these IOU’s will go down with the good ship lollypop (aka America). 

None of this is the fault of the Ukraine, but the larger setting is that America is quickly losing the little degrees of freedom they seemingly had and there is only so much that the global setting will accommodate too. Consider that Palantir Technologies Inc. is now a mere (+1.15%), a month ago it was 124.62 against today 93.78 and that was ‘the’ hot ticket, so how many hot tickets are lost and how many firms are considering moving away? Consider that Palantir is still a hot item in the Commonwealth, Saudi Arabia and the UAE. They could seek a setting elsewhere. So as these tariffs bite and some of them will relocate to other places America is now getting the short end of the stick and that is merely one firm, this who cannot relocate will end up losing what they had built over years all because one president thought that tariffs were the way? Reuters gave us a mere 9 hours ago “White House economic adviser Kevin Hassett on Friday said President Donald Trump and his team were continuing to study if they could fire Federal Reserve Chair Jerome Powell, a sign that such a move, a matter of great consequence for the central bank’s independence and for global markets, is still an option.” Yet ABC news gave us yesterday “Donald Trump has hit out at the chair of the US Federal Reserve for not lowering interest rates, stating Jerome Powell’s “termination cannot come fast enough”.” Now, I am not an economist (I’ve said it often enough) and in what universe are the crashing of markets, stocks and bonds reason to lower interest rates? Especially as 36 trillion is in the hands of others? Now, I am no fan of Jerome Powell, but he does know a bit about economics (both micro and macro) and he knows a lot more than I do and I guess he knows (a lot) more then President Trump does. So is the solution by this president to fire anyone who disagrees? Is that the act of a democracy? And in the larger setting (which I obvious evaded with intent) is the setting the Ukraine gives us and what the stage means for Russia versus NATO, because that is where this is heading. I personally prefer the setting of NATO and the Commonwealth versus Russia. In that setting China wants to get a Chinese wall between themselves and Russia as fast as possible. And the likely implications for Taiwan are big and numerous. But that is another stage. With Russia in disarray to the degree that it currently is, Russia must take careful steps because Ursula von der Leyen is no President Trump, she might be overlooked at times, but she is ready for whatever President Putin puts on the table and as I see it, she is getting ready for a possible forced war, as are the larger EU nations. And this will set a new premise as the Commonwealth and the EU possibly unite for this. At that point no one is willing to deal with America and the Americans and with India they might not have to and as such it will become a powerhouse for retail and commerce for China Europe and the Commonwealth, when America is discarded from consideration the American tariff war becomes a larger setting one that they are no longer part of. And there is a setting for this too and as the Ukraine gains 17.1 million km² possibly split with China, where the Ukraine will now have Sevastopol on their Southern border and Zapolyarny in the north, the end of Russia is at that point a near certainty, a nation that started around 862, it becomes the first largest modern nation to end itself around 2030, a mere 1168 years old, which means that they didn’t beat the record of the Roman Empire which lasted 1480 years. 

At that point the end of America seems to become self evident and that lasted a mere 260 years at most. Now that still puts them ahead of Canada, but that place will continue a long time after that because it is part of a Commonwealth and that will continue strong and even stronger as American greed goes under, it is a sinkable context. Still the larger setting for the Ukraine will remain and it will take NATO and the Commonwealth to keep it going, no matter what America does (which isn’t much at present). The larger setting here is the Republican Party, if someone told me 2 years ago that they would be fueling the larger Russian setting, I would have called them barking mad, but the is where we are heading and I personally believe that it is the Debt that America has as the larger premise here. Weird that a Credit Card reading minus 36 trillion would do that. OK, I believe that no Credit Card should ever be allowed to have this much debt, but that was never my call.

What is the larger resetting is what this will push for. You see 340 million desperate citizens will be the larger setting for any bordering nation to be fearful of and that is where Canada might end itself. Is this all ‘wishful thinking’? That is a fair question and I am tempted to say “Yes”, but the numbers are on my side, so I feel uneasy to answer this. I might have made a mistake, there might be some hidden wisdom in President Trumps path, but I fail to see it and the media isn’t reporting on this. If we account for the pauses and knee jerk reactions by President Trump there is little likelihood in any kind of wisdom and I did mention that the media is at present no longer a reliable source. Some are, but the bulk is chasing digital dollars. And with one source telling us ‘Unusual sell-off in the dollar raises specter of investors losing trust in the U.S. under Trump’ gives me the setting that I might actually be correct and the Wall Street Journal gave us a week ago ‘Will the Last Investor to Leave America Please Turn Out the Lights’ that sets the premise that Adobe, Google and Apple might seek other waters, waters outside of America. This is not a given, but these three will chose safety and security before they consider America a safe haven and that could topple the dollar entirely. 

I cannot say who would like that idea, but Russia and China might like that, Russia because the American Defense placement would be disastrous if it is added to the Commonwealth or NATO. China because for them it would mean that their believes in their Chinese Communist Party would have been the right path. There is nothing as satisfying as a defeated enemy that needs to realise that they were banking on the wrong ‘ideals’ and as I see it for America the time that signifies 2030-2075 would introduce a century of hell, worse than the great depression and I reckon a lot more lethal as well. 

So regarding that joke about the United Nations.

“A worldwide survey was conducted by the UN. The only question asked was: “Would you please give your honest opinion about solutions to the food shortage in the rest of the world?” The survey was a huge failure. In Africa they didn’t know what “food” meant. In Eastern Europe they didn’t know what “honest” meant. In Western Europe they didn’t know what “shortage” meant. In China they didn’t know what “opinion” meant. In the Middle East they didn’t know what “solution” meant. In South America they didn’t know what “please” meant. And in the USA they didn’t know what “the rest of the world” meant.”

I get to have the last laugh here. As I had to do a presentation at the UN and I got a nice reward if it lasted over 30 minutes. I started the presentation at 13:35, I started with “So, where are you all from?” And they started, I showed them my five slides and I ended the presentation at 17:55. So, Sergey Brin, where is my ‘nice reward’? 😛

All warfare is founded on deception, as such, what deception is America currently entertaining? Have a great day and a happy Easter bunny to all of you. 

1 Comment

Filed under Finance, Media, Military, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , ,

April 18, 2025 · 17:18

A viewpoint is not a point of view

Yes, nice and confusing. But that is the meaning of this exercise. You see, I don’t agree on the point of view the law makes in this case. They have altered their point of view on the law in motion. In a setting that ran for over a decade. I don’t think they are to blame, there is no real guilt here (apparently), but the setting stands. In this I call to attention the BBC article (at https://www.bbc.com/news/articles/c3674nl7g74o) stating ‘Google has illegal advertising monopoly, judge rules’ I do not agree and for this I call to attention two ‘pieces’ of evidence. The first is the actor Ryan Reynolds, a person I have called more than once the craziest marketeer on the planet. The second piece of evidence is a firm named CAASIE.co, an advertisement services firm apparently in Brisbane (I thought they were in New York). These two stand out, in a pool of millions. Set in a presence of “The US alone spent almost $481 billion on marketing in 2022, with digital marketing seeing significant growth. Australia’s marketing industry is also substantial, valued at over $20 billion.” With the added “While a precise count isn’t available, the scale of the industry suggests a large number of professionals are involved in marketing roles worldwide. The demand for marketing expertise is strong, and the industry is continuously evolving, particularly with the rise of digital marketing”. Don’t get me wrong, there are good marketing teams. The bigger brands have decent teams and at times places like Coca Cola and Heineken stand out. Yet in that setting of millions of people these two stand out. Why? Perhaps marketing is seen by some as the path you take when you can’t do anything else? Perhaps these men (women too) can talk their way into the panties of the youthful ladies and they thought, perhaps I can make money out of this venturous situation. And they went into marketing, mainly because ‘sex sells’. The truth couldn’t be farther (or is that further) removed from the truth. 

And there the problem starts. You see, Google isn’t monopolising things, they merely had the proper handle on things. The marketing bulk doesn’t know what it its doing and as ‘they’ see it Google is in the way. In the early days Google (read: Larry Page and Sergei Brin) figured out a few things. As Microsoft was talking dirty to the CFO’s in the land (in the late 80’s and beyond) these two youthful young sprouts figured out that the work was done by the m inions of these CFO’s, so as they catered to the bulk of the worker ants, Microsoft was wasting its time on expensive dinners and drink parties and they got all the CFO’s and CTO’s of the Fortune 500. But these people needed their worker ants and Google had created a search system that catered to THEIR needs. So whilst these youthful young sprouts were at Stanford University, their buddies all went for the knickers of the ladies. They created a page rank system, because they saw ahead that the web was going to be a mess, millions of voices create cacophony and they cut through the mess.

So ahead we go 20 years (take or leave a year) and Google figured out that their system is gold. So they venture forward and they create Google Ads (formerly Google Adwords) and that was in 2000. Again they hit gold, although it was a natural continuation from page rank and again Microsoft wants ink on the game, but wannabe’s and spin creators can merely make shallow creation and it is seen in their product. At present known as Microsoft Advertising, holds a market share of around 3-4% of the global search engine market. This is bad news for the marketing wannabe’s as they bought the shite that Microsoft is seemingly selling. Even I saw the bing hijacking of people seeking and as Microsoft is all playing innocent, they did (as I personally see it) enable the system to be abused. It matter not, Google created a firm product and now the marketing bitches (both male and female) decided to cry fowl (intended typo) So that I the setting.

Marketing today is people who talk a lot present a lot, but as I see it, they do not know what they are doing. Merely hoping that their revenue cup runneth over and it is based on decade old settings (which is what schools rely on). At UTS (University of Technology Sydney) we had one lecture on page rank and that opened my eyes (unlikely as much as it hit Sergei and Larry), but the setting was clear. Google created the largest setting by thinking of what to do, not to wine and dine the people with money and they followed Microsoft as they didn’t realise what they were up against. The internet of things is a massive beast with plenty of horns and these are the horns of plenty.

So now we get to the ‘court case’ that the BBC gives us. So as we are given “The US Department of Justice, along with 17 US states, sued Google, arguing the tech giant was illegally dominating the technology which determines which adverts should be placed online and where” and as I personally see it, they are catering to millions of people who do not know what they are doing and they think it is unfair that these people should miss out on a business they are unlikely to understand. You see, I name these two at the start as they have figured out a few things. Ryan Reynolds created billions from understanding the world and its business (Mint Mobile, Aviation Gin, and Wrexham AFC. He also co-founded Maximum Effort, a marketing agency and production company) he figured out a few things and that sprout is a mere 48 springs old. He saw the options and turned several products in a multi billion dollar empire by engaging with an audience and telling a story in a way they remembered. The other (the wannabe’s) can scoop up a mere $100,000 dollars at a time as I see it. Let’s not forget that this man started as an extra on the X-Files, now he surpassed the main cast of that series (including the director) in several ways.

Second we get CAASIE.co, they come with “buy outdoor ads globally – from your browser”, with the byline “Self-service. No contracts. No commitments” and consider this quote “In 2007, São Paulo, Brazil instituted a billboard ban because there were no viable regulations of the billboard industry.” For decades these billboards were out there and in 2020 (a mere 5 years ago) they decided to change the premise. So as we get “They are an advertising company specializing in Digital Out of Home (dOOH) advertising, programmatic advertising, and digital signage. Their headquarters are in Brisbane, Australia”, a setting that was clear for decades but no one considered what there was and these people did, so as they gain favor and altitude by being innovative the wannabe marketeers can (for all I care) go duck themselves. 

These two examples are a clear sign that the crying marketeers need to grow up, or as the Americans say “Go big or go home” and that is noticeable on the future of marketing as I see it. Now they are all about AI and creating hypes, but that doesn’t pay for the yacht (or for diner as I see it). 

So as I see “US district judge Leonie Brinkema said in the ruling Google had “willfully engaged in a series of anticompetitive acts” which enabled it to “acquire and maintain monopoly power” in the market.” Is wrong by at least half a continent (a mile seems so shallow), so as I see it, when did the law start catering to village idiots? The fact that there are thousands of voices doesn’t make this clever. Reynolds and CAASIE were clever, they were very clever and that is a setting that CAASIE can enjoy, you see when they get access to the stage where the Google Ads people use CAASIE as the global interface to get global visibility, CAASIE will grow a lot more and what will the marketeers do to get their slices of pie? Cry a little more? Since when did we cater to the stupid to give value to this world?

The is the setting I see and as I see it the larger folly of US district judge Leonie Brinkema, so their goes her “willfully engaged”, Google walked a path for decades and that thought paid off and as I see it, Google was not catering to CAASIE, CAASIE found its own niche of global needed marketing. These two settings (Reynolds and CAASIE) show that there was space and these are raking in the billions (CAASIE not yet) but they can get a lot more by expanding into the UAE and Saudi Arabia, optionally Bangladesh and Indonesia as well. A setting that will iterate in new areas and that was something that a player like Microsoft never understood. My evidence in that statement is the fact that they lost marketshare 6 times over.

So the viewpoints of Google, Ryan Reynolds and CAASIE are not points of view, they are intentional strides in the Internet of Things and their views of how to make money. A lesson a lot of marketeers never learned in the first place. Although they got their collection of panties n their trophy cabinet, something I never ever had, but I decided to remain innovatively engaged. So as I had the ball several times from DARPA, Ubisoft and Microsoft (optionally Amazon and Apple as well) I can relax to see these departments of Justice (globally) fumble their balls and as things go from bad to worse I can giggle (not Google) from the sidelines. How the stage is the play of things, something Shakespeare figured out in 1623.

Have a great day whilst you ponder the wisdoms I left here with two hidden snags, the clever people out there can work out what I left for others to find. Have a great one.

Leave a comment

Filed under Finance, IT, Law, Media, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , , , ,

April 11, 2025 · 06:42

Nuance in Black and White

That is what we get, nuance, is it black or white? That is the definition of nuance for some and in this particular case Newsweek. Don’t bother with the 16 or 256 gray scales there are, because that is where their digital money is. But I took offense and that comes with a price. I am talking about the article we see (at https://www.newsweek.com/hajj-visas-saudi-arabia-travel-2056781) with the headline ‘Saudi Arabia Bans Travel Visas for 14 Countries’. It is here we see “Saudi Arabia has banned certain types of visas for travelers from 14 countries, weeks before the annual Muslim pilgrimage known as Hajj”, so far, so good is my view on this. The added “The country is clamping down on visa numbers by temporarily halting travel documents for visitors from a string of countries, with the suspension due to remain in place until after Hajj has concluded in mid-June. Officials made the move to address overcrowding and safety concerns, according to reports.” As such I see it a something that happens and I am OK with this. The issue is seen a little further down where we see “While last summer, Hajj coincided with a vicious heatwave, and more than 1,000 pilgrims died as a result of searing temperatures of up to 125 degrees F.” The issue is that the bulk of all these departed souls came from tour operators who sold them visas on ILLEGAL reasoning. As such they had no Hajj permit and as such there were no provisions, no busses and no shelters for these people. That is the nuance that I see as ‘intentionally skipped’ by Newsweek. I wonder how it feels to be the one intentionally misinforming the people. The nations who are temporary banned from visas are Algeria, Bangladesh, Egypt, Ethiopia, India, Indonesia, Iraq, Jordan, Morocco, Nigeria, Pakistan, Sudan, Tunisia, and Yemen. I presumably gather that when we look at the thousand or so victims of tour operators bungling the jobs are showing the numbers that make up these victims. Oh, and I have not ever seen any of the news outlets looking into the tour operators who ‘mis sold’ the travel arrangements for the people who went on their one way trip to Makkah. We do get that in another way “The Times of India reported that people are known to enter Saudi Arabia on visitor or Umrah visas and then overstay in order to perform Hajj without registering officially. This allows them to bypass a quota system, which allocates a set number of Hajj places to each country to help control pilgrim numbers. It is hoped that a crackdown on all types of visas until after Hajj will prevent the problem.” And Newsweek sets the second problem of misinforming their audience What I stated on issues like no provisions, no busses and no shelters for these people is skipped. The Saudi Arabian settings has settings for their pilgrims. There are shelters to temporary hide from the blazing sun, busses to take them to places (which set to be 20 miles apart) and there are water provisions all for those with the Hajj pass. These were all skipped by some and as this is set up for the 2 million pilgrims. As I personally see it, these tour operators became murderers for even entertaining that setting and those who by self interest avoided the Hajj settings did this to themselves, but I fail to see that these were all self serving. The only self serving option I saw was a tour operator making a quick additional buck or two. And Newsweek did nothing to point that out either. There were no investigations by the western media and that is offensive, especially as over a thousand people lost their lives. 

We are given in the end “Muslims with the appropriate visas will be preparing for their trip, while others may have to delay their plans until next year. Meanwhile, the kingdom’s officials will be gearing up for the annual influx of Hajj visitors.” And I like this, but the simple setting of ‘appropriate visas’ is massive and needs to be shown in these places. I reckon that Saudi Arabia needs to make a small movie, optionally on YouTube and TikTok showing the dangers of the wrong visa and optionally letting these people know that these tour operators need to be reported. I wouldn’t hurt to put the fires to the ankles of these tour operators, who I personally see as the number one culprit. 

Have a great and safe day. 

Leave a comment

Filed under Media, Religion

Tagged as , , , , , , , , , , , , , , , , , , , , , , ,