Tag Archives: Saudi Arabia

The teeth that bite

It is a phase we see, the teeth are the realisation that issues are catching up with the world. They knew already, but they decided to keep you all in the dark. For this we need to go to ‘Will China Replace the US As Saudi Arabia’s Main Ally?’ (at https://thediplomat.com/2024/06/will-china-replace-the-us-as-saudi-arabias-main-ally/) there we are given the setting that China is ‘optionally’ replacing the United States as the main ally of Saudi Arabia. You might wonder what this is about. You see, I predicted this happening on June 3rd 2023, a little over a year ago (at https://lawlordtobe.com/2023/06/03/would-you-believe-that/) in ‘Would you believe that?’ I even inferred that earlier, but that was more speculation then the application of Business Intelligence. A year ago, Now lets be clear, I am nowhere near as gifted in analyses as the people in The Diplomat are (or should be) so this is where I got to ‘they decided to keep you all in the dark’, the writing as on the wall and it will become worse. Even as the United Stated is no playing nice to the Middle Eastern nations (Saudi Arabia and the UAE mainly). Their need for cheap oil, their need to keep involved but it is too little too late. Saudi Arabia is catching on and China is there to take up the slack. Brics was an element, but a small one. China was already catering to the needs of Saudi Arabia. 

And that is also my new setting of sales. You see I created the IP that could give Saudi Arabia (or the Kingdom Holding, owned by Al Waleed bin Talal Al Saud) And it could give either 5 billion a year in phase one and continuing to 20 billion a year in a later stage. Billions deserted by Google and averted by Amazon and Tencent Technologies as well (Microsoft was not invited). It merely required them to open their eyes. And with this setting there is a clear showing of elements where these players are shown where they lost out. For the most they are all on the AI horse (which does not yet exist) and more importantly, as this IP matures, the moment LLM (Large Language Models) and Deeper Machine learnings grow up and interact, the setting will become even brighter. One pillar of this could cost Facebook a little over 10% in the beginning with around 20%-30% later on. All because the captains of industry were asleep at the wheel. 

And do they connect? Yes, when China wakes up to this revenue and they see that they can go after the treasure trove of Facebook, they will have a vindication of TikTok, more importantly, TikTok could become the main driver in the Middle East, which should partially hurt Google as well (an unintended side effect). Now that the ties between Saudi Arabia and Indonesia are strengthening, the game changes even more. When Bangladesh is reeled in the loss for America and Wall Street is nearly complete. Egypt is already on board, so 3 out of 4 are on the side of Saudi Arabia, all that because people are running after hypes and (more often then not) asleep at the wheel. 

Perhaps a little reminder is in order. Chasing hypes is the consequence of marketing, not sales. One is wishful, the other is an achievement. China seems to have it partially worked out, how far they have come is unknown to me, but the setting that the Diplomat needed to give credence to this stage implies that the controlling powers are now scared that the stage is taken away from them. I think it is already being taken away, but we need to see the news on that (if they even report on this). 

The stage is set to the discussion on China replacing the United States and the west, but the one part that they do not report on is the impact that this economically has. You see, this would push well over $135,000,000,000 from the US and EU towards China. It seems like it will be ‘regarded’ as small fry, but the lack of these funds will definitely hurt the EU and the US, should my IP have the larger impact than the stage changes even further. Consider the UK reporting on a loss of 4 billion, the EU on 65 billion and the US 66 billion loss, how much tighter will their belts end up being? In that same setting Beijing will get the extra revenue which will open door to second and third tier revenue. 

We can argue that I am not seeing this correctly and that would be fair. But I have been right for well over a year, the writing was on the walls on this one. And consider one little extra. I came up with the IP. Not Amazon and not Google, so when you realise that they were asleep how much revenue did they miss by chasing a non existing AI horse? And Apple? Not sure where they stand, they have been minding their own niche which is fair enough. Yet when we consider that they too left (for other reasons) billions in revenue. What learning should we take from that? I say learning because when you are focussed on a niche that is part of a market and you mind your store, you are not doing anything wrong. We need to also see this. But Amazon and Google should have picked up on this. They cannot hide that failure. Merely my point of view.

Have a great day.

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The unspoken call

There was a call in Reuters last week. I had seen it, however I was dealing with the intelligence I was able to lay my hands on. It seems like a simple exercise but it is not. The article (at https://www.reuters.com/world/middle-east/un-experts-urge-all-countries-recognise-palestinian-statehood-2024-06-03/) gives us ‘UN experts urge all countries to recognise Palestinian statehood’, it seems so simple. Yet it is more complex than you think. You see that setting might be acceptable AFTER Hamas has been eradicated and the west knows this. You see Hamas is a one trick pony, it resorts to violence only ad at present it does so through Iranian guidance. If Palestinian statehood is awarded whilst Hamas is still in charge, all bet are off. The west knows this and they don’t like the centrepiece of Arabian stability. There is Saudi Arabia and the United Arab Emirates (UAE). That one trick pony (Hamas) will come with its new rule. A bigger seat at the Arabian table. When they do not get it Saudi Projects will suffer. The Line, Oxagon, Trojena, Sindalah, Red Sea International Airport, Mukaab, Qiddiya and a few more will subtly be suffering set backs, optional outright sabotage. That would cost Saudi Arabia billions. In addition UAE locations like Dubai and Abu Dhabi will be hit. It will not be some case of speculation, Iran does not like the path Arabia is on. It does not allow any path where they are an inferior setting. And they now have their claws in Hamas and Houthi forces. 

As such Hamas needs to be eradicated. It is simplest if Israel does it. It could do with the win and Saudi hands will remain clean. When Saudi Arabia and the UAE are forced to act the result will be destabilisation for years to come. All what Saudi Arabia had achieved will be for naught. The UAE will likely get a hit on tourism and travel, but there too the impact will be felt. The west likes this. They are trying to rally against China and the Arabian players are part of Brics now, catering options for China. All options are largely lost to the west. So they are now calling to include Palestine into everything. A call that is too rash for words. 

We can think all we can on Palestine, but they let Hamas in and did not do anything about Hamas for 2 decades. Hamas is under their buildings, part of their infrastructure and they have grown the next generation of Palestines to be terrorists too. The west did little to nothing, they figured that Israel would deal with that problem. Now that Israel is, the anti semitic rhetoric is taking global proportions. And the media was quiet for too long on the 120 hostages and they trivialised matters. So now that the gloves come off there will be another setting. If Israel succeeds in eradicating Hamas, statehood for Palestine could follow, yet with a few clauses. Any new Hamas interference will result in economic sanctions. In support of this other economic means will be required. Also Egypt will have to show it hands and allow Palestinians through. You know, I do not think this will happen. Egypt had identified the threat that Hamas and Palestine sets. Why do you think that they put a wall there? No one is questioning that part. It is all about Israel. 

If Israel does not succeed and statehood is awarded to Palestine, Saudi and UAE intelligence will have to beef up operations. Saudi will have a lot more riding on this and whilst there are upsides for Saudi Arabia, the risks are a lot higher. In the mean time Hamas leadership is still comfortable in Qatar and Iran has lines out to them. I wonder what will come to a close first. Israeli patience, of Saudi patience after statehood is awarded. 

In the end part of this is speculation, but the premise is sound and when Iran flexes its financial muscles towards Palestine, Saudi interests in Saudi Arabia will come under pressure, and it will resolved by giving a bigger seat to Hamas, the Iranian tool. A setting that we must avoid, the west especially. The west might no longer be a global strong power, but when chaos hit the Arabian peninsula, only the greed driven parties will see it as a plus point. The rest will suffer the consequences. And in this the media will shrug it off saying they merely reported on it. But the media will be every bit as guilty as anyone else. Even more so as they decided to not inform the public and filter events to what their stakeholders share holders and advertisers required. But the media will not report on that. I wonder why. 

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Microsoft and Microsoft?

I am back after 10 weeks of open heart surgery (life is a bitch). So I had some time to think.
Yes dubious is it, but I get a doze of Google bullying me to install something which I never wanted. At least 50 attempts were made and then at 02:00 I got a message and as I reacted I pressed the wrong button and now I have that bloody add-on EVERYWHERE. So the company that was about user choices, was about customer first has become nothing more than a second Microsoft. Well done Google. Perhaps this is the moment I switch to iOS.

But that is not what this is about. You see in Saudi Arabia there are all kinds of plans and they look very futuristic. But in this A thought occurred You see the line and Mukaab need waste management, any building does, but when you have that many people the numbers start adding up fast. So my mind started to grind the cogs. In 2021 I wrote the other path (at https://lawlordtobe.com/2021/05/20/the-other-path/) it is one of a few parts but it reverberated in me. You see that brought me to the concept of printable displays. You cannot solve all the parts, but what will be saved when you enter a stage of a paperless society? 

All that junk mail and advertisements stricken from waste management? It should be quite the saving. Add to that a setting for AR and the setting becomes a larger fuel point. Zo why printable displays? Consider that this display is as small or as large as you want it to be, not some x-inch display, be a flat surface and these could be anywhere in these places. Advertising, informing and optionally advising with optional QR codes. No paper used. 

The fun part is that these displays can be private (shops) public (malls and open places). People will be informed and they will be alerted to any event. Yes displays do the same but consider that Mukaab has hundreds of shops, hundreds of eateries and hundreds of events. How much paper is involved? The Line will be even bigger and a bigger headache in waste management, as such paperless seems the way to go. Now you cannot dismiss all paper (that would be silly), but consider the junk mail you had in one week and multiply that by 3,000,000 that is one saving worth considering. 

They already advertised that Mukaab has holographical options, now consider AR to add the shops. Consider the installation of secondary systems to draw in the crowds and these systems could be globally deployed. I wrote about that in the past. There is a interesting setting. In a time when innovation should be reigning, Google is about to become just another Microsoft. I wonder who programs their Generative AI, The fact that it ignored “I don’t want this” is enough to make me wonder whether the only worthy players remaining are Apple and Amazon. Time will tell.

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Exit towards destabilisation

That is the setting that we see coming a mile away, or at least I am and that is how I see it. Today I am given ‘China condemns US veto of call for immediate ceasefire at UN’ (at https://www.bbc.co.uk/news/world-middle-east-68355436) and I have a problem with this. You see, the problem with the article is that we see “China has sharply criticised the US for vetoing a United Nations (UN) Security Council resolution demanding an immediate ceasefire in Gaza.” Yet, the issue is more complex. There can not now, or will there ever be peace as long as Hamas exists. Hamas will never stop. Its commanders are safely in Qatar, a nation that has given Hamas almost $2,000,000,000 in financial support. Then there is Iran and they both are vying for destabilisation in the Arabian peninsula. It is a very personal view, but I believe that is the game that is being played with Hamas as puppets, right next to the Houthi forces. The problem is that we are given disinformation from nearly every side and that is hampering insight and optional progress. 

As I see it the two powers in the Middle East are the Kingdom of Saudi Arabia and the United Arab Emirates. This is not what either Qatar or Iran like. They want a much bigger seat at the table and as such there is an essential need to rely on Hamas and Houthi forces and in this Iran seems the only actor, but I am not convinced. There is no clear intelligence what Qatar is doing beside sheltering the top of Hamas, which is as far as I can tell not a crime, not even in the Arabian peninsula nations. As I stated a personal view is that it is much better that Israel deals with Hamas. You see when BRICS evolves and the table setting is clear Iran will not be happy. They want more and they will push Hamas (and others) to get a larger seat at the table of plenty and Hamas being the one trick pony they are will strike out at the Kingdom of Saudi Arabia first striking their projects. Lets be clear, I have no intelligence available that this will happen, but knowing what I do know. A one trick pony will resort to what it knows and for Hamas this is violence, and violence alone. At that point the KSA will either strike back in full or they will have to concede. Do you think that the KSA will concede against a terrorist organisation? It would be all the information that the Houthis would require to attack again and again, and Iran would show its clean hands stating “We had no hand in this” all whilst supplying weapons to both. 

This is the stage of destabilisation that China needs and that is at this point the wrong stance to have. As such my message to China’s UN ambassador Zhang Jun who gives us “Only by extinguishing the flames of war in Gaza can we prevent the fires of hell from engulfing the entire region” is “take Hamas out of the region and talks can begin”. You see the stage of Palestinian territory’s Hamas-run health ministry is the larger problem. Anything Hamas run is tainted and that needs to stop. We can cry all we want for the Palestinians, yet Hamas is part of the problem and it started on October 7th 2023. Too many are ducking that part and have been since day one of the IDF assaults. That is before we consider the larger stage that we are given that the UNRWA is accused of directly supporting Hamas. The Washington Post gave us an image of a Hamas data centre UNDER the UNRWA building. The problem is that all sides are engaged with disinformation. I cannot deny that there are voices that Israel is doing the same that Palestine are doing in that regard. Israel has had well over a week to publish all evidence via all newspapers, they did not do that, that must be considered as well. 

My largest fear is that Hamas is pushed to attack any of the KSA projects and that will start new stages of destabilisation, not to say what they will do given a chance to Dubai and Abu Dhabi. I believe that the risk is too high for any Arabian peninsula nation. In all this Hamas must go, preferably today and permanently. 

I truly believe that this is the only way that there is a future for the Palestinians and to remain with a stable middle east. The problem is that I am stating this based on information available to me and there could be issues with that. Yet there is no denying that Hamas is a problem for everyone and the sooner all others realise this, the better we all will be.

Enjoy the week. I might be away for a few days.

 

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Many off ramps, same destination

It has been quiet here for 6 days. These things happen when you suddenly end up in hospital. I will spare you the details, they are not important. The cemetery is filled with people who had my condition, so there. We are about to take to trips before we get to the main event. Thee elements all matter to paint a picture, one of presentation, one of anticipation and one of speculation. In all matters I could be wrong, but I will let you decide for yourself. A small added treasure hint, I will add a new piece of IP tomorrow. The savvy programmer could become a millionaire. I will let you consider that for yourself. I am no programmer and I have other things on my mind. But if you are savvy and create a good program, you could get between 20-50 million downloads over time. At $0.49 per sale that will amount to serious money. So I leave it up to you to consider that tomorrow. Now we take a different gander. 

The dream
When you are locked (lets call it that) to a bed your mind gets to wander and my did (and then some). I was offered a job as a courier for the Kingdom of Saudi Arabia based in Sydney. Their personal mailman and they started with one hell of an offer. My startup bonus was BTC300. Of course I accepted and that would be my initial payment for up to 6 months. So when was the last time you were offered a starting bonus of $24M? So, yes my dream was delusional, but it was my dream and I was locked to a bed. In my mind I visited the cities I have visited in the past (a fair amount of them) and my life was turned upside down.  

Now I am certain that you wonder why anyone would do that? And that would be a fair question. Now consider the other side.

  1. The consulate might have been desperate for staff members and they took one that knew several languages and had travel experience all over the world and I fit that bill (fortunately).
  2. The consulate might prefer a courier who did not speak or read Arabic for all kinds of reasons.
  3. An unknown reason, only known to them.

These three reasons are perfectly logical and they will matter soon enough. Anyway, it was a lovely dream and I saw the places I have missed for about a decade.

The next instance of a rewrite
That is something all writers face. In my case the story of Engonos (played by me off course) I end up with a powerful Olympic bident called Psychofagos (meaning soul eater). I never really explored the part on how I got it. So that came to my mind, setting the hospital as a stage (might not be like that in the end).

The main event
You see what you saw was part of Engonos and as it is in my blog, now it is visibly mine. My concoction and my creativity. I need to see where in the script it will fit, but it should be added to seasons one. The main event is all about Microsoft. I saw the article last week but I was somehow indisposed. I had not forgotten it, because no matter how dim the BBC was. I saw something that others might have missed and that is the exercise of today. It is about delusional settings. We have intentional delusions and unintentional delusions. The intentional is often self inflicted like the dream, or the story. The unintentional version tends to come from speculated views or facts and the mulling of these facts. Some set to half truths by your own views and speculations and some are set to other parts (which is not up for discussion today). What matters is that you see these parts ‘as is’ not as truths or as ‘maybe truths’ that is the largest mistake that a speculation can lead these versions to. The media relies on this for flames and so on. I do not, but I am strongly set to presumptions. If a speculation is a guess, then the presumption is an educated guess based on available data. That is the underlying setting you need to see.

This started as I read ‘Xbox, Nintendo or PlayStation: does it still matter?’ (at https://www.bbc.co.uk/news/technology-68304967). The short answer was ‘Yes, it does’ but that is not what this is about. We see the spin by Microsoft and then there is a jewel. Perhaps unintentional, perhaps a quick slide to avoid what was ALMOST said. The first I saw was “The analysts Ampere estimated that in 2023 there were a total of around 46.5m consoles sold, of which only 7.6m were Microsoft’s Xbox. That leaves nearly 39 million gamers that Xbox exclusives such as the long awaited Starfield from Bethesda, didn’t reach.” Don’t get me wrong, I have been a Bethesda fan for the longest time. Now consider that the game was released on September 6th 2023. And now we see “Updates could play a big part in improving the future of Starfield, but there’s one key issue with the game that seems unlikely to ever be addressed. Although Starfield received some share of acclaim upon its release, it was also met with a lot of disappointment, as it didn’t necessarily live up to the standards set by prior RPGs from Bethesda Game Studios. Although there are a number of areas for improvement that updates could tackle, some underlying choices in the design and story may be frustrating forever.” (Source: Screenrant) As I see it the 39 million gamers are not overly sad on missing out. We see also on other media “Phil Spencer on Helldivers 2 Not Being on Xbox: ‘I’m Not Exactly Sure Who It Helps’”, well the answer is simple. It helps a game being shown at its maximum. Sony has a truckload of those and Microsoft fell behind by a lot. He sounds like the desperate executive who cannot make ends meet. How are developers given a fair shake when they are rewarded pennies when they are entitled to dollars? GamePass only works at the core of less then $10 a month leaving developers with less than $0.25 per gamer. How does that work out for them? The quote that set me off is ‘suddenly’ gone, so I am hoping others still have it and Gamespot still had it: “a future where every screen is an Xbox.” I personally believe that he wanted to say “a future where every screen is an Xbox data collection point.” To see this, I need to take you on a small journey as I have stated this danger in the past before. Consider that Activision Blizzard was acquired for $69,000,000,000. Sixty nine billion. Let that sink in. Now consider that Activision Blizzard made 7.53 billion USD in 2022, less than in 2021. This gives us that the investment will take 10 years to break even, 11 years when we consider the interest and even more time when they become GamePass games and the revenue will become smaller still. So how is that a good investment when gaming technology evolves the way it does and Microsoft is now losing ground awfully fast. But when you consider data where games collect data on every gamer the field changes and they will have sign up deals where you get something cosmetic every month for free, it costs nothing and thousands will sign up, the small print that they collect certain parts will be written in the small print over dozens of pages. Yes, this is ALL speculation but that is what I would do if I paid for an Edsel for a ’mere’ 69 billion. The latest games are disappointing and Microsoft is losing ground. They misjudged the field and the people are sticking to their consoles (mostly Nintendo and Sony). I reckon that Tencent will be outshining Microsoft too with the optional 50 million subscribers (also speculation). That will be the third time that Microsoft misjudged gamers and loses a lot in the process. We can understand the spin by Phil Spencer. I reckon he is now desperate to get a win but as I see it it is not in the cards for him. Not as things look at present. And it goes more arctic for Microsoft soon after that. They are betting on the wrong horse and whilst they shared the field closer to equals with Sony in the era of the Xbox360, they threw it away in under a decade and after that they invested almost 100 billion in a few software houses that could not bring home the bacon and I was eager to assist in their downfall by handing IP to independent developers giving Bethesda even more challenges down the road. In the end you are as good as your next success and Bethesda had it in 2011 with Skyrim. Then Microsoft messed up their mojo. That is how I see it and now Microsoft is (as I personally see it) going down hard and the ‘spin’ we see around Helldivers 2 doesn’t help Microsoft. And it gets to be worse. This is given to us with “Xbox president Sarah Bond even teased the idea of some brand new hardware in a podcast released by Microsoft on Thursday” yes Sarah, deliver or shut up. You either have something new coming up (which might be essential for Microsoft), or basically fudge off. Microsoft lost against Sony, then it lost against Nintendo, the weakest console of all and there is a decent chance that over the next 15 months it will lose against the Tencent Handheld as well. Consoles require (for the most) games, or something unique and GamePass was not enough, not when the pass owners are told that certain games will not be released on GamePass. When mediocrity is the sum of GamePass, the games will go somewhere else and Bethesda new elder scrolls is well over a year away (at least), gamers will go somewhere else and when that happens the 100 billion dollar is the anchor that drowns Microsoft games. So the statement of “Ampere does not expect Microsoft to exit the console platform business in the medium term as that would leave a gaping hole in its games-related revenues” I am not so sure. RedFall and Starfield are huge disappointments and that amounts to abandonment by gamers. They will find another venture and some will hold on to their console, that is fair enough. But with the abandonments also comes GamePass cancelations and that is revenue Microsoft desperately needs to make revenue. 

So how wrong am I?
Not all will pan out, I get that, but I feel that I am closer to the mark than most others and the two elements that will ensure the drop of Microsoft is now more exclusive games on Sony and the numbers that Tencent will get. The second one will cost Microsoft a gaming population, one they desperately need.

When you read between the media emotions you see that I am making a good case. Read up and form your own opinion. Don’t just take my word for it.

Enjoy the week.

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Wall, writing, you know

Before we go into details, you need to be aware of something. On the 19th of November 2023 I wrote “America has been in denial of too much we see that their ‘friends’ are reevaluating their options and there is now an optional case that Japan made the first move.” It was in the story ‘Speculating towards something?’ (at https://lawlordtobe.com/2023/11/19/speculating-towards-something/) it was not the first time and not the only time I warned of that danger and now, the Associated press gives us (at https://www.9news.com.au/world/donald-trump-american-allies-worry-us-growing-less-dependable-whether-trump-or-biden-wins/b29bc0ac-3d1a-47b4-89dc-dad1de8b6ec9) ‘American allies worry US growing less dependable, whether Trump or Biden wins’, so the Associated press came to the conclusion 90 minutes ago what I saw coming almost 3 months ago. And you think you are getting informed by the press? So when we are given a quote by Donald Trump “He said at a rally on Saturday that, as president, he’d warned NATO allies he would encourage Russia “to do whatever the hell they want” to countries that didn’t pay their way in the alliance.” I feel decently certain that at least 2 European nations are contemplating an alliance with Beijing, if not to keep Russia out, it would be to save whatever they can from their economy. And the setting is not small. With STC (Saudi Telecom Company) now set to be the largest 5G player and since last year the largest shareholder of Telefonica (Spain), their markers are ready to show themselves as the primary force in the Arabian Peninsula, Egypt, southern Europe and soon the rest of Europe. This wasn’t news, it wasn’t groundbreaking it was meant to be and as America loses more and more ground, Huawei is about to get a lot more. In addition we now see ‘Saudi Arabia’s World Defense Show ends with 61 orders worth $6.9 bln’ this matters because several of these orders aren’t going to America. South Africa’s HENSOLDT GEW, Spain’s Rheinmetall Expal, Bosnia Igman Company, Korea’s Poongsan Corporation, Qudra Industrial Company, Fahad International Company were some of the lucky ones. Several are under wraps, so I have no idea where they ended, but I have a nagging feeling that China got some too. What I predicted is coming to fruition. America is losing more and more commercial deals. Now that the US debt has surpassed $34,000,000,000,000 they lose more and more contracts and the telecom one is the killer. It allows Huawei for its vindication all whilst those supporting America’s baseless accusations are now entering empty space, no deals in front, only a vague ‘we’ll get back to you’. So how is that adding up? Well those who were ready to smear the Kingdom of Saudi Arabia will not be held on hold and that is a lot more than you think. The fact that BRICS nations are now also getting orders and the option to prove themselves implies that BRICS is about to become (or already is) the place to be between now and 2028. And all this could have been prevented for well over 5 years. 

So whilst Thomas Gift, director of the Centre on US Politics at University College London states that the world is about to become “a multipolar planet in which the United States is no longer “the indisputable world superpower”.” The truth is a lot less nice. The new powers are China, India,  Saudi Arabia and the UAE. These nations aren’t just carpeting on the side of the road. Both Saudi Arabia and the UAE are just about the hottest tickets in tourism. Another income stream dwindling down for America and Europe. As such the writing was on the walls and Rembrandt painted that one in 1635. 

So now we have a new setting (as I personally see it), is it because the associated press finally found out the setting I saw months ago, or is it because they can no longer get around this setting. And when you consider the  chance that it is option two, how useless has the press become? When was vying for the digital dollar journalism? 

And all that is before Donald Trump was foolish enough to piss of his NATO allies. It sets the stage of NATO abandoning America and that opens up other paths for President Xi. Not sure if he would act on them, but I feel certain that Khan Chen Yixin (you gotta respect the old titles) from the Ministry of State Security is probably seeing opportunities here. How this pans out? I reckon we can all make guesses, but Spain and Germany are most likely to fold first. France will definitely be one of the last players to leave America, but as the others gain economic options France might not have a choice in the matter. 

So how wrong am I?
Yes, that remains the setting. I was proven correct months ago, but that does not make it all true. Yet the telecom moves are out in the open and I wrote about that too and Huawei has options now and there Germany might seek unity (partnership) with STC sooner rather then later opening Europe to Saudi Arabian telecom options and all that gives Huawei an advantage (for now). The China part remains debatable, but there is enough out there to show I might not be completely wrong. Now add the predictions that some IT brand is losing chunks to Tencent as will some other players in social media and now see the redrawn map of nations with new streams all whilst American companies are losing out on ten to twenty billion taxable dollars and consider that America is facing between 68 and 136 billion in interest in 2024. In 2023 America collected $4.44 trillion and they couldn’t make the budget fit and now they are down an additional 100 billion and revenue streams are slowing down. When BRICS nations start selling the US bonds they have the damage is almost complete. This wasn’t rocket science, you could get there with an abacus, no silicon chip required.

Enjoy your day whilst I am heading towards Monday breakfast soon. 

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Is Israel failing?

That is a serious question. Hamas started all this and it was the straw that broke the camels back. The response was overwhelming. Well over 50% of Gaza has been reduced to rubble. But behind all this is a second tier that needs addressing. It is the UNRWA. We saw the accusations, we saw government pull out funds. I am OK with that, but now the media is starting another track. Australian ABC gives us that politician Penny Wong has questions. That is fair enough. 10 hours ago, the Guardian gives us ‘We don’t have all the facts on UNRWA allegations, Penny Wong admits’, now it is starting to become a problem. 

These are not alone. We see news from Channel 4, CBC and other sources making similar claims. Now, for the most the media has lost pretty much all credibility with me, so I have doubts. Yet in all this Israel has one option. To make this document public knowledge through all the sources it can trust. In the mean time, the new Arab (at https://www.newarab.com/news/no-evidence-israeli-unrwa-claims-six-page-dossier) gives us ‘Channel 4 says ‘no evidence’ for Israel’s UNRWA claims in six-page dossier’, so what gives? 

As I said, Israel’s (pretty much) only option left is to make that dossier public. If it is evidence (clear evidence mind you) the media becomes even less reliable than it already is. And lets not forget the UN Essay that newspapers used to smear the Kingdom of Saudi Arabia. I poked holes in that one in under an hour. I am pretty sure I can do the same here if it does not hold up to scrutiny. 

So the question remains, is Israel failing here? The fact that the UN sacked a dozen or more workers implied that there was an issue. They weren’t set to zero hours, whilst an investigation was done, They were sacked immediately. This implied something was wrong, something was afoot. But now we get that this so called dossier does not hold evidence. It does not sound like Israel, but that accusation should be investigated as well. We are also given “inconsistencies have since appeared in Israel’s narrative, with documents shared with Sky News by Israel naming 6 rather than 12 staff as allegedly involved in the attacks. No explanation has been provided yet for this.” Now, I get that the other 6 might have intelligence value by not naming them, as such it might have been not documented (might being the operative word). Yet why mention these people at all? There are question marks and I am happy to hand the ace of spades to the media, but too many (some very respectable) are making similar mention. As such Israel needs to do something. Hamas is a blight on all and soon they will become a blight on the Muslim world. As such, should Israel deal with them now, it is fine by me. Later when they play these games to wring power away from Saudi Arabia and the UAE towards themselves and Iran it becomes a whole new mess of destabilisation and these dumb individuals are one trick ponies. They know no other way. Better to deal with them now before they create chaos in Saudi Arabia and the UAE afterwards, then These two will have to deal with them and that is a larger problem. Gaza is almost gone, Hamas will spread via Qatar all over the Arabian peninsula, it will flame all the nations there. It is my view, but I feel that I see this anticipated view correctly. So Israel needs to show the evidence to everyone, so that politicians and media cannot hide behind “I misread that? It was a simple miscommunication”, we need to get ahead of this and I reckon that this dossier once printed in the Times of Israel, Jerusalem Post and Haaretz will be picked up by everyone else. No matter what happens next, time is running short for Israel. They might have created waves, however the media is counter waving them with their own waves and the people are caught in the middle. NONE of them have produced the dossier or used clear quotes on what the dossier says, as such Israel has an option left and I reckon it might decide the fate of the UNRWA. 

I agree that it is my view, but I feel that I am seeing it all correctly. I will let you decide which view is the correct one. I am getting close to Saturday, in Vancouver Friday just started.

Enjoy the day.

 

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Once more for fun

This started with a headline that caught my attention. It was ‘Top US consultancies face scrutiny over role in Saudi Arabia’s sports push’ (at https://www.theguardian.com/world/2024/feb/06/consultancies-saudi-arabia-sports-us-senate-disclosure-subpoena) there I immediately saw that it was written by everyones favourite Saudi basher Stephanie Kirchgaessner. Before I go out and draw first blood (always fun) I wanted to see if she had learned her lesson from the previous few times I slapped her silly online. So I decided to have a closer look. Here we are given “Major US consultancies who have advised Saudi Arabia on its global sports spending spree – including its proposed takeover of golf’s PGA Tour – are coming under fire in Washington for possible violations of federal disclosure laws.” That got my attention, but there are a few sides that need clarification. You see what exactly are the ‘federal disclosure laws’? It comes with the added “the senator has also strongly suggested that the consultancies could be violating federal disclosure rules – known as the Foreign Agents Registration Act (Fara) – by not formally declaring to US authorities that they are acting as agents of the Saudi government.” And now we have a problem. You see, when we consider that the “The Foreign Agents Registration Act (FARA) was enacted in 1938. FARA requires certain agents of foreign principals who are engaged in political activities” This is not politics, this is a bloody sport organisation and Kirchgaessner should know better than to be the willing tool of Richard Blumenthal. As such, The FARA Unit of the Counterintelligence and Export Control Section (CES) in the National Security Division (NSD). This implies that Matthew G. Olsen, Assistant Attorney General of the NSD should be part of this and he is not mentioned, not once. So what is this about?  

Well, we get an idea in the article with “The Saudi public investment fund (PIF), a sovereign wealth fund chaired by the crown prince and de facto Saudi leader, Mohammed bin Salman, and is worth an estimated $776bn, is at the heart of Blumenthal’s inquiry” and my question becomes. ‘Why is the investment fund of a sovereign nation the interest of Blumenthal?’ Anyone? You see what does a democratic United States senator from Connecticut got to do with this? We never see that explanation. Don’t get me wrong, this man has done plenty of good for America and for his constituents. I merely wonder what is going on. Part of this is seen in the Financial Times (at https://www.ft.com/content/7009a1a9-8e07-4113-a47d-ee4724d3d427) when we are given “You say you are between a rock and a hard place but you have chosen sides; you have chosen the Saudi side, not the American side” with the added “US PGA Golf Tour” is a global sports organisation, PGA stands for Professional Golfers’ Association of America. Yes, the term America is in there. But the side we do not see is “Overall, the PGA Tour reported $1.9 billion in revenue in 2022, up from $1.59 billion the previous year, thanks to new multibillion-dollar TV deals. Expenses rose as well, with the organisation reporting $1.87 billion in costs, up from $1.55 billion in 2021.” So this is about $300,000,000 in debatable profits. And in all this we see certain people in the dock for explanations. Yet at what moment in time did Richard Blumenthal and Stephanie Kirchgaessner look at its board of directors? This includes Ed Herlihy (lawyer), Jimmy Dunne, Mark Flaherty, Joe Gorder and Mary Meeker? When were questions asked of them? McKinsey is a consultancy firm, gold is a sport, it is not any kind of bloody intelligence with foreign agents. That shallow ice allows me to slap Kirchgaessner yet again. And all this is out in the open, she merely reported like a meek little sheep making the Guardian a bigger joke. I saw the wreck unfold in under 10 minutes. 

So when we get to “The PIF has routinely objected to being subjected to US laws and has rebuffed repeated requests by the Senate committee to hand over documents subpoenaed by the panel. To get around the issue, Blumenthal looked to gather information from the US consultancies that have advised Saudi Arabia for answers.” It is the ‘to get around the issue’ that matters. Blumenthal wasn’t ready, wasn’t prepared and was out of his depth in this case. The first question in a senatorial interrogation would be ‘How does FARA apply to golf?’ Then I would go towards issues like outsourcing. America outsources to China for well over $23,130,000,000 billion all so that they end up with an average workforce spend of $29.10. Yes, that is America. But no one steps in on that step of greed, not even towards China, so the PGA is outsourcing itself to Saudi Arabia for the opposite reason, not to get the cost down, but to get profits up and it seems that McKinsey and Company investigated and reported on this for their client. All settings that are out in the open and the joking duet called Kirchgaessner/Blumenthal missed this? 

So when we get back to “Major US consultancies who have advised Saudi Arabia on its global sports spending spree – including its proposed takeover of golf’s PGA Tour – are coming under fire in Washington for possible violations of federal disclosure laws.” Why aren’t we seeing the board of directors of the PGA tours in the limelight? And when it comes to the US consultancies, if they are advising, there is the question will others follow that advise and if so is the acting party not up for optional consequences if laws are BROKEN? Were laws broken? Not as far as I can tell and we can point at ‘to get around the issue’ implies that Richard Blumenthal wants something else. Perhaps dip his …. In the PIF (Public Investment Fund) and slurp up whatever he can. Oh and a thought just occurred. What do you think happens when Saudi Arabia retracts all fundings from America? Did you work that out? When Saudi Arabia sells all the US treasury bonds they have, will the heartbeat of America be measured in Weeks, or seconds? If Saudi Arabia offloads $107,000,000,000 in bonds the US economy will face a harsh reality that it needs money overnight and when others leave America to get by it is all over. Perhaps the ultimate nightmare for Wall Street that desperately requires some kind of soft landing at present. And it could have been averted, just like the losses that the US defense providers face to the extend of many billions (up to 50 of them close to immediate). How much losses can America survive? If there was a clear case of national security I would be fine with this all, but the Guardian gives us no information other than a Saudi hater who is out of her depth and no clear information on the entire McKinsey setting. Too much alleged emotions and no relevant information. 

So this was one more slap just for the fun of it. Enjoy the midweek.

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At the start of round two

I have stated more than one that America has a problem, it has a few, yet this was about defence spending and others aren’t spending it on American soil. I have been called crazy, cranky and delusional (no idea where the cranky part came from). Anyway, today I see that Saudi Arabia has a MoU (Memorandum of Understanding) with Leonardo defence.

From one source I am getting “The Ministry of Investment (MISA) of the Kingdom of Saudi Arabia, the General Authority for Military Industries (GAMI) of the Kingdom and Leonardo announced yesterday the signing of a Memorandum of Understanding (MoU) with the intention to discuss, develop and evaluate a range of investment and collaboration opportunities in the defence and aerospace sector.” Some will say ‘so what?’ and until recently I would have agreed. I never heard of them, that doesn’t mean anything, but when you consider that the amount (unverified) is rumoured to be around a billion dollars, the case starts to give a different stage. China is taking a massive slice, Germany and the UK are on the pie hunting side and now Italy takes a billion too. This means that the pie that America one had, what is left is a lot smaller and a lot less impressive (for America that is). 

So the pie that was overwhelmingly America (Raytheon, Northrop and a few others) is now set to at least four additional players and even as we do not know the slice of China, there has been a few indicators (unverified) that it amounts to billions. As I personally see it, this is the result of biting the hand that feeds you and I never saw any clear evidence of what happened to that columnist no one cares about. That is the larger station. In addition to this, one source gives us ‘Fifteen Spanish companies compete for a slice of Saudi Arabia’s military pie’. There is no way to see how far they get and the defence market that is going on right now has 700 arms manufacturers trying to get a slice of $71,000,000,000. It is anyones guess how much is left after China gets its slice. All indicators give me that they are succeeding, in least in part, in securing that revenue and that is revenue that is lost to America. I feel certain that players like Raytheon will get a slice, but as far as I can tell it is rumoured to be the smallest slice they have gotten in a decade. 

And a lot of this could have been prevented, but feel free to think that my delusion. 

I wonder what news we will see next week when the trade fair is over. Yet I feel that a few European firms will be happy on what they were able to achieve. The largest setting That I expect at some point is that FN Herstal and/or the Herstal Group will place facilities in Saudi Arabia to see the setting that Saudi Arabia has advocated for close to 3 years to have 50% to be produced nationally. I reckon that FN Herstal/Herstal Group might reconsider that setting and move some of that to Saudi Arabia, not only for the slice of pie, but as part of Brics their dance-book will open up to several players. There is no data showing this to happen, it is pure speculation but that move makes sense to me. You see if FN Herstal doesn’t China and their AVIC, CASC, CETC, CASIC, CSSC, CSGC could get a lot more revenue. Norinco is unlikely to make that cut as it has been a really bad boy, but that could be my personal view on the matter.

Enjoy the day.

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What are sports to you?

A question I have been pondering. It started a week or so as the Swift hatred entered my Twitter account. I have no idea why there was so much hatred. She is gorgeous, she is a singer and from one photo I saw she has the muscle tone of an olympic athlete. So, what is not to like or love about that youthful young sprout? But this is about sports and for this we need to go back to early 2003. I got my Xbox with a new mobile subscription. I wasn’t looking for it, I had my PS2 and I was happy. I had nothing against the Xbox, gaming is gaming. And on a nice summer 5 friends and me making a team of 6 decided to have a little American Football match. With the EA game that as possible, so on Saturday we started the elimination game each a 15 minute game (I believe) and I ended up 4th. I lost the last game against the Steelers and the steelers went to the podium to get 3rd. The final that was to be played Sunday (we were all tired) was set to noon (a Gary Cooper reason). And the final match a two times 30 minutes game was set between packers and raiders and the raiders won. It was perhaps one of the nicest weekends that year. There were snacks, there were suds, there was cake in-between and we were all having a great time. Even now 20 years later I still remember that weekend. Gaming and sports. I was playing the 49ers for the most nerdy, dorky reasons of all. I saw one of their cheerleader calendars that year and San Francisco seemed like a cool city. 

Does there need to be another reason? I like my hockey, my NHL games. So as the 49ers are due towards the Super Bowl these thoughts came flooding back to me. 

And as I was looking at the news I see how Taylor Swift could make the flight back from Japan with the words ‘You need to calm down: Taylor Swift can fly from Tokyo to Super Bowl in time, says Japan embassy’ (source: The Guardian) is the world mad? First if she can’t make it, she can watch it on TV. She has a jet with TV. She is a multi billion dollar business woman and she has her brand, just like Travis Kelce has his job and his job is on the line that day. He might not be the quarterback, but this is the game of a lifetime and he is just as important as the other players. This is one match when being a team matters. Prima Donna’s never make it to the finish line. They need their team and this is the grand slam of finals in sports. 

I doubt I’ll see it, I am not a football fan and I am not sure if it makes the Australian TV. I will keep an eye on the Google Scores. And it all matters, as I see “Big name advertisers from Netflix to Google paid as much as $7 million for a 30-second spot during the game, seeking to capture the attention of the roughly 100 million viewers who tune in each year.” Everyone wants to cash in, everyone wants to see part of that 100,000,000 audience. I get it, but it is about the sports (and perhaps the halftime show)

But what does it mean to you? You see EA has its franchise, but when did they go out to make it about a friends sphere? Not what THEY believe it to be, but what you believe it to be. You see, I never got to safe that game (and now It doesn’t matter as I do not have an Xbox), but the option to set that match in PDF, or perhaps the game created a social media page. When was that done? We underestimate the connection of sports and play and the franchise holders underestimate it even more. In a global view it matters to people in Pakistan and India to keep scores of their achievements in cricket and I reckon in other games too. 

Saudi Arabia and the UAE are not far behind them. These 4 make up for a 2 billion population, not all are into sports, but it ends up being a lot more than the population of America. These franchise holders have been catering to the wrong cluster as far as I can tell. Now that sports are going to be a much larger presentation all over the Middle East these people need to consider changing gears and they need to do this before their next games come out. Whomever does it will have options to really become a larger player in sports. But it all reflects back to ‘What do sports mean to you?’ It is not the easiest question. Even kids misalign their views because of what they feel of any sport. But ask any Pakistani Kid and for the most their will answer that Cricket is their life. And Cricket (on PS5) heard that call. Yet we also get The user score for NHL 24 on Metacritic has the game received as “generally unfavourable”. Not a good thing. And it gets worse for them. The Middle East has no representation as far as I can tell and in the upcoming years it will matter. It might not be NHL, the Emirates Ice Hockey League (EHL) is starting to get noticed and that implies fans and youthful players. I believe that gaming can head it off giving the young players something to care for. And in all this sport is caring and caring is sports. You might think I am wrong and that is fine, but consider the numbers. How many people play the Cricket game per nation? I never found these statistics and now they matter. You see there is a shift and it is turning towards the Middle East. Not for American Football and not for the Super Bowl, but this even shows how much sports have been in decline in the west. Soccer players will disagree and I hand that to them, it is all about Europe there. Yet there is a shift there too. We are catering to the wrong crowds and these franchises better wake up soon because that is how rifts start. That is optionally how new and better franchises are created. By the way, in 2003 I could set my entire game towards a SF49 interface. Later it was dropped. Why? Consider the thought behind that change and wonder how there is not a shift amongst gamers. The NHL games never gave me that option, other then my home stadium and a collection of players and outfits. But the interface was generic. Why not appeal to their fans? Why can’t actual scores not be added to the game tweaking statistics? All ideas that have been floating around for at least a decade, but we aren’t seeing any of it in the NFL, NHL or NBA games. Why is that? What are games to you and what are game to them? When you consider that these franchises are merely interested in money, where does that leave you? I let you ponder that and you all as you enter the last week before the Super Bowl. Sports are more than one game, but this is their moment, their aim for the throne of footballs. We can merely sit by and watch it on TV (or if you are rich and lucky) watch it in person. 

So have fun and watch out for that wicket this day.

 

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