Tag Archives: South Africa

The bear loses

It was a setting that has been 1380 days in the making. Perhaps some will remember the publishing stunts by the Russians on how it would be over in 48 hours, now 1380 days later the Russians have suffered dramatic losses. 

1,177,370 soldiers and 1140 in the last 24 hours. This reflect upon something else. You see, by some standards (not mine, I lack an economic degree), “The economy of Russia is a high-income, industrialized, mixed and market-oriented emerging economy. It has the ninth-largest economy in the world by nominal GDP and the fourth-largest economy by GDP. Due to a volatile currency exchange rate” that view seems reflective, you see ‘an industrialized, mixed and market-oriented emerging economy’ seems no longer applicable. That market economy requires bodies, targets for industry and targets for Market orientation. These bodies are now cold, dead and going into the ground. Its population is said to be 143,600,000, but over a million are less than able to perform. That implies that the target is now medicine, and not abundantly stated industry material. And at this time, the Ukraine is making short work of the oil pipelines, so the money isn’t rolling in either, or a lot less than expected. And a day ago we were notified that ‘Russia turns to gold reserves as sanctions squeeze deepens’, so as President Putin states only thee hours ago ‘Putin says Russia ready to take Ukraine’s eastern Donbas region ‘by force’’ (source: Al Jazeera) and we are given that they lost at present 11396 tanks, 23685 armored combat vehicles and 34809 artillery systems (including the 29 they lost in the last 24 hours) I have no idea what he is talking about because his defense forces are in shambles. So how many of air defense systems does he have left? He lost 1253 of them as well as 430 airplanes and 347 helicopters. What will he do, send more boys to the front to dies as well, or perhaps he will depend on North Korean soldiers? They did such an awesome job the first time around. Perhaps mercenaries? Oh no, the Wagner Group as a fully independent organization is no longer active; it has been largely dismantled by the Russian government as said by some sources. Well there are all the prisoners that he can use, but that is a two edged blade.

So how does he think that he can get Donbas as Russian territory? And even if he gets it, it will be for hours at most, he really made an error sizing the Ukrainians up and at present it is getting more and more assistance from NATO. Some sources say that Moscow “may sell up to $30bn (230 tonnes) in gold during 2025, with a further $15bn (115 tonnes) possible in 2026.”And at present that is the bare minimum, as Russian oil is not flowing in any direction (as far as I know) there will be more losses and that makes the Ruble nearly as valuable as the Rupee, its value around $0.11 cents and when that gold is gone, the Ruble will be worth even less. That reminds me of the Weimar setting of 1923, in that setting one dollar was worth 4,210,500,000,000 marks

Is Russia going that same way? It might be a novel idea for Brazil, India, China and South Africa to drop Russia from the BRICS pack (making it BICS, a nicely written setting) As the Russian gold reserves and its currency goes, so does the limited alliance that it is building with these nations and in that setting they cannot use a weakling like Russia in their midst. You want to debate this? Russia has been unable to defeat the 20th largest army in the world. Its ICBM’s are exploding seconds after liftoff (2 at present) what else isn’t working in Russia? It tanks are scrap metal in the Ukraine, it is stated that Russia has 4,300 total military aircraft and the Ukraine made rubble out of  777 of them, implying that Russia is down 20% on its flight power, against America I might have accepted that, but against Ukraine? And now in their weakened state it is poking NATO members through hybrid warfare against the NATO member states, which includes sabotage, assassination plots, airspace violations, cyberattacks, and disinformation aimed at destabilizing the alliance and disrupting aid to Ukraine. And the Hybrid settings are getting more and more exposure, as such the friends it has will turn away from Russia the instance their ‘cushy’ lives are in danger. 

As such there is much to come and when NATO wakes up, I sincerely think that the days of the Kremlin are numbered. Now that Russia is so weakened, yes it cannot fight on two fronts and with Germany and Poland and under those conditions, St Petersburg will be lost nearly instantly, and that puts both NATO and the Ukraine in a direct line towards Moscow. A story President Putin will not be able to tell the Russian population and that sets a new premise in Russia, the losing story.

So how will the world see this? Will we see posturing by President Trump? Will we accept that the Ukraine and NATO were adamant in solving the Russian problem, because that is how I see it evolve. A simple setting where the bear loses it nearly all and this was a story that was 1380 days in the making. Have a great day.

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When politicians become delusional

That is what I saw two days ago when the BBC gave us (at https://www.bbc.com/news/articles/cq8dq47j5y8o) ‘South Africa hits back after Trump says US won’t invite it for G20 next year’ the article gives us the setting “South Africa’s President Cyril Ramaphosa has described as “regrettable” the announcement by US President Donald Trump that South Africa would not be invited to take part in next year’s G20 summit in Florida. In a social media post, Trump said South Africa had refused to hand over the G20 presidency to a US embassy representative at last week’s summit in Johannesburg.” As well as “Ramaphosa said in a statement that the US had been expected to participate in the G20 meetings, “but unfortunately, it elected not to attend the G20 Leaders Summit in Johannesburg out of its own volition”. He however noted that some US businesses and civil society entities were present. He said that since the US delegation was not there, “instruments of the G20 Presidency were duly handed over to a US Embassy official at the Headquarters of South Africa’s Department of International Relations and Cooperation”.” There is as I personally see as I see it a second reason. Is the reason perhaps that America is in such a disastrous financial situation that he felt compelled to evade the G20? He can approach the entire setting to the press with ‘Quiet piggy’ settings, but the 15 strongest economies can not be answered in that same manners. There he has to answer and his department of War and the house of missing coins can’t shield him from that. This year Canada took home the beef, the champagne and the bacon. Next year? That is something he is unwilling to face at present. He needs to be reinsured that all the trillions that are changing between hands over 7 companies will do him good and at present the setting of Stargate is currently set at a economic windfall of minus 500 billion and that was not what he advertised a year ago and it is merely one of several failures. And at present these 7 big bloated companies are at best bringing in 3% of what is required (an inaccurate presumption) but that setting is what he is looking at and at present there is no upside to the numbers of 2027 and 2028. 

The image above was shown in LinkedIn, I never thought of it this way, where we see “The entire U.S. economy right now is seven companies sending one trillion back and forth to each other” that is how it could be seen (credit of image unknown) but is that GDP revenue? I reckon that some might validly disagree and that is before you consider what OpenAI is costing America and Microsoft (at 3% revenue it isn’t really an asset is it?)

And beyond that tourism is falling flat, and America is representing itself to be nothing more than a third world country, the president of the United States is likely to be marginally better than South Africa or Argentina, making it 17th place at best. The GDP setting in December 2024 (which was 29185) will be seen as a jolly time, by next year America is likely (a clear speculation) to be less than 13913 making it a little more fortunate than India which manages this at 5 times the population. Would you gathers in that crowd after you proclaimed year after year that America was doing so well? The defense industry is losing revenue, tourism is down massively and that Oxford Economics report stating that it is costing America $50 billion, which is 400% worse than the numbers we see thrown in the media. Then jobs are down and as I see it retail is massively down. in addition we see Aluminum smelters are down, only 4 in 24 are operating. They cannot deal with the unsustainable operating cost and that list goes on. So what happens when soda cans become an issue? American dream states are set to operate a soda can, opening it and drinking it (in the Miami sun), so I reckon that 2026 will bring its own entertainment to behold and at present , I reckon that President Trump is merely showing up to do some photo moments, so who will be ‘advocating’ how well America is doing?

I reckon it sucks to be the the man in charge at the Federal Reserve. And only 8 hours we were given “Federal Reserve has managed to push up bank reserves for 4 weeks now, but they’re running out of tools in the toolbox and will soon have to resume asset purchases, euphemistically called “QE” for quantitative easing, i.e., money printing:” (source: E.J. Antoni, Ph.D.) so as we accept that Jerome Powell is (for now) the Chair of the Federal Reserve of the United States. I cannot recall that America has given any voice to the effects (or benefits) of Quantitive Easing. So is it real? What is Jerome Powell up to? It is a fair question as President Trump doesn’t really understand economics, optionally even less than me. As I see it, he filed for bankruptcy 6 times, the last time was due to the 2008 mess, so if people argue 5 times I would accept that. As I see it, he needed to make Jerome Powell his best friend and seek his assistance in avoiding the setting America is facing these days. And my smirking sense of humor (an evil one) is wondering if America can even afford hosting the 2026 G20 summit. As I see it (and I might definitely be wrong) is that America is using South Africa to get the 2026 setting taken away from them. As I see it, Canada or the EU is a much better place in 2026. There might be a reason to hope for Canada, as he will see it as a reason to make the speculative statement that he is leaving the G20 to his 51st state (making Canadians angry to say the least). 

But as I see it, I actually don’t know. And I reckon that most DML systems cannot either as this setting has never taken place before, the American economy is in an mess and not a good one.

This is what you call the perfect setting to be hosting the G20 in 2026, apparently in Miami, so order your sodas in advance. 

Is there more bad news, is countered by me with ‘Does there need to be?’ A setting that is voiced by many. As I see it, the GDP in 2023 The gross domestic product (GDP) for the Los Angeles metro area was approximately $1.30 trillion in 2023, now we know that Los Angeles had dreadful fires, but the current situation isn’t helping and what will California report in revenue for 2024 and 2025? We will know some of these numbers in December, giving a lot more visibility to the hardship America is facing and there is no hiding from those numbers (playing them will be worse). America is stopping to be a great place to be and as I see it, there aren’t too many countries lining up to be their friend at present. Trump squashed that route of healing too.

Have a great day, I am almost late for breakfast.

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In other news

Yes. That was the setting I was confronted with. I thought of a new settings called Dynamic [something] System called DSS. I didn’t write it up in the morning, so now my mind moved on and forgot about it. I am writing this down in case my mind recreates what it forgot at this time. It was a new approach to interactions and it came to me whilst I was replaying Skyrim (yet again). It was a fun time and my mind had a new approach to it. So now I am driven to what other news we have Oman (at https://gulfnews.com/business/energy/oman-signs-exploration-mining-deals-worth-500-million-1.500230678) giving us ‘Oman signs exploration, mining deals worth $500 million’, this is nothing new, mining deals happen with some regularity. There are three contracts in play. The first one is the Gulf Mining Materials Company. The other two are for the Novel Muscat International Company. In all this we are given that it might be about copper and chromium deposits. Chromium is important as at present this is found in South Africa, Kazakhstan, Turkey, and Albania. As such it could set Oman on the international markets and it would help that country to some extent. And as there is a copper shortage (according to some) finding copper would increase the overall value of Oman. 

And in other news, I see that Oman (at https://www.zawya.com/en/economy/gcc/over-28-000-non-compliant-products-seized-in-oman-cpa-lki16yxx) is giving us ‘Over 28,000 non-compliant products seized in Oman: CPA’, now to be honest. I get that any country at times faces the setting that a product does not comply with the setting that its local source gives, in the case of Oman that is the Consumer Protection Authority. They are telling us that they seized 28,129 non-compliant products during the first half of 2025 across various governorates of the Sultanate of Oman as part of the ongoing efforts to combat the circulation of non-compliant goods and limit their spread. Part of me is wondering not just what these products are, but how did these over twenty eight thousand products were allowed into that country in the first place. I go shopping in a supermarket in Sydney and I reckon they don’t even have that many products. So how did this happen? We see some explanation with “The seized products varied and included expired items, goods not conforming to approved standards and specifications, as well as counterfeit products or those carrying misleading information.” As such one product could consist of at least 3 violations at a time. This sets the premise to something more manageable. I still have a hard time believing that setting, although as far as I know I personally have never seen that many violations at any time. 

This is the setting that other news gives me today and that is as I was unwilling to follow all the others with the same news and I still haven’t recovered the idea in gaming I had 24 hours ago.

These things happen and as I have created more than half a dozen IP ideas in the last two years alone. I feel content with what I have and I am still brooding on the setting of my new Miniseries, which have gotten a few more kinks in the cables that are weaved through them.

So have a great day and try to let your spirit ascent by looking at a corner you never look at. 

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The size of that

Something no woman has ever sad to me, but that is for another day. You see, the story (at https://www.datacenterdynamics.com/en/news/saudi-arabias-ai-co-humain-looking-for-us-data-center-equity-partner-targets-66gw-by-2034-with-subsidized-electricity/) In this DCD ( Data Center Dynamics) gives us ‘Saudi Arabia’s AI co. Humain looking for US data center equity partner, targets 6.6GW by 2034 with subsidized electricity’ and they throw numbers at us. First there is the money “Plans $10bn venture fund to invest in AI companies”, which seems fair enough. But after that we get “The company said that it would buy 18,000 Nvidia GB300 chips with “several hundred thousand” more on the way, that it was partnering with AWS for a $5bn ‘AI Zone,’ signed a deal with AMD for 500MW of compute, and deployed Groq chips for inference.” I reckon that will split and split again, the shares of Nvidia. Then we get the $5 billion AI zone and then the AMD deal for 500MW of compute and deployed Groq chips for a conclusion reached on the basis of evidence and reasoning. Yes, that is quite the mouthful. After that we get a pause for the “How much of Humain’s data center focus will be on Saudi-based facilities is unclear – its AMD deal mentions sites in the US.” As such, we need to see what this is all about and I am hesitant to mention conclusions for a field that I am not aware of. Yet, the nagging feeling is in the back of my mind and it is jostling in an annoying way. You see, lets employ somewhat incorrect math (I know it is not a correct way). Consider 18,000 computers draining the energy net of 500 watt per system per second. That amounts to 9,000 GW energy (speculatively), and that is just the starting 18,000. As such the setting will be several times the amount needed for fueling these AI centers. Now, I know my calculations are widely of and we are given “At first, it plans to build a 50MW data center with 18,000 Nvidia GPUs for next year, increasing to 500MW in phases. It also has 2.3 square miles of land in the Eastern Province, which could host ten 200MW data centers.” I am not attacking this, but when we take into consideration that amount of energy requirements for processors, storage, cooling and maintaining the workflow my head comes up short (it usually does) and the immediate thought is where is this power coming from? As I see it, you will need a decently build Nuclear reactor and that reactor needs to be started in about 8 hours for that timeline to be met. Feel free to doubt me, I already am. Yet the needed energy to fuel a 66GW Data centre of any kind needs massive power support. And the need for Huawei to spice up the data cables somewhat. As I roughly see it, a center like that needs to plough through all the spam internet it gets on a near 10 seconds setting. That is all the spam it can muster in a year per minute (totally inaccurate, but you get the point). The setting that the world isn’t ready for this and it is given to us all in a mere paragraph. 

Now, I do not doubt the intent of the setting and the Kingdom of Saudi Arabia is really sincere to get to the ‘AI field’ as it is set, but at present the western setting is like what builder thought it would be and overreached (as I see it) and fraudulently set the stations of what they believed AI was and blew away a billion dollars in no time at all (and dragged Microsoft along with it) as they backed this venture. This gives me donut (which I already had) on the AI field as the AI field is more robust as I saw it (leaning on the learnings of Alan Turing) and it is a lot more robust then DML (Deeper Machine Learning) and LLM (Large Language Models), it really is. And for that I fear for the salespeople who tried to sell this concept, because when they say “Alas, it didn’t work. We tried, but we aren’t ready yet”, will be met with some swift justice in the halls of Saudi Arabia. Heads will roll intuit instance and they had that coming as I foresaw this a while before 2034. (It is 2025 now, and I am already on that page). 

Merely two years ago MIT Management gave us ‘Why neural net pioneer Geoffrey Hinton is sounding the alarm on AI’ and there we get the thing I have warned about for years “In a widely discussed interview with The New York Times, Hinton said generative intelligence could spread misinformation and, eventually, threaten humanity.” I saw this coming a mile away (in 2020, I think) You see, these salespeople are so driven to their revenue slot that they forget about Data verification and data centers require and ACTUAL AI to drag trough the data verifying it all. This isn’t some ‘futuristic’ setting of what might be, it is a certainty that non-verified data breeds inaccuracies and we will get inaccuracy on inaccuracy making things go from bad to worse. So what does that look on a 66GW system? Well, for that we merely need to look back to the 80’s when the term GIGO was invented. It is a mere setting of ‘Garbage In, Garbage Out’ no hidden snags, no hidden loopholes. A simple setting that selling garbage as data leaves is with garbage, nothing more. As such as I saw it, I looked at the article and the throwing of large numbers and people thought “Oh yes, there is a job in there for me too” and I merely thought, what will fuel this? And band that, who can manage the see-through of the data and the verification process, because with those systems in place a simple act of sabotage by adding a random data set to the chain will have irreparable consequences in that data result. 

So, as the DCD set that, they pretty much end the setting with “By 2030, the company hopes to process seven percent of the globe’s training and inference workloads. For the facilities deployed in the kingdom, Riyadh will subsidize electricity prices.” And in this my thoughts are Where is that energy coming from?” A simple setting which comes with (a largely speculative setting) that such a reactor needs to be a Generation IV reactor, which doesn’t exist yet. And in this the World Nuclear Association in 2015 suggested that some might enter commercial operation before 2030 (exact date unknown), yet some years ago we were given that the active member era were “Australia, Canada, China, the European Atomic Energy Community (Euratom), France, Japan, Russia, South Africa, South Korea, Switzerland, the United Kingdom and the United States” there is no mention of the Kingdom of Saudi Arabia and I reckon they would be presenting all kinds of voices against the Kingdom of Saudi Arabia (as well as the UAE) being the first to have one of those. It is my merely speculative nature to voice this. I am not saying that the Economic Simplified Boiling Water Reactor (ESBWR) is a passively safe generation III+ reactor could not do this, but the largest one is being build by Hitachi (a mere 4500MW) and it is not build yet. The NRC granted design approval in September 2014, and it is currently not build yet. That path started in 2011. It is 2025 now, so how long until the KSA gets its reactor? And perhaps that is not needed for my thoughts, but we see a lot of throwing of numbers, yet the DCD kept us completely in the dark on the power requirements. And as I see it the line “Riyadh will subsidize electricity prices” does not hold water as the required energy settings are not given to us (perhaps not so sexy and it does make for a lousy telethon) 

So I am personally left with questions. How about you? Have a great day and drink some irradiated tea. Makes you glow in the dark, which is good for visibility on the road and sequential traffic safety.

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True to the old word

The ‘old’ saying is “Where are idiots grouped”, the answer is “Usually between Canada and Mexico”, I don’t completely agree as politicians are for the most to some degree a global problem. But you get the gist of the matter. It gets to be funnier as we look at the numbers on Fentanyl smuggling where 86.4% of the convictions are US citizens. Take that and the anger from Canadian people (regarding the 51st state) and we have ourselves a clambake. And that is getting more traction now. The setting has gone viral as many places (I am reluctant to hide behind the operative word ‘all’) have removed America booze from the shopping racks (example: LCBO). For others (Australia) it could be seen as good news as Bundaberg Rum might grace the stalls of these shops, UK already had their gin setting, but that could grow a lot more now that brands like American Gin are removed (sorry Mr. Reynolds) as well, and the removal of several Vodka brands will be good news for Sweden. The branding marks will currently see a shift in consumer ‘appreciation’ as over $20,000,000,000 is removed from America’s branding. I reckon that soon others will see places like Coca Cola will soon also have an impact. Then there is tourism, that ship still under investigation might also see impacts. I think that the numbers for the tourist operators (like Disney, Warner Brothers and Universal) might see a bad summer coming. I don’t think that they have a large dip as they were seemingly over capacitated, but there will be an impact. As such the estimated impact from Canada on Fentanyl is getting a weird impact. According to some, the In the first 10 months of 2024, the Canadian border service reported seizing 10.8lb (4.9kg) of fentanyl entering from the US, while US Border Patrol intercepted 32.1lb (14.6kg) of fentanyl coming from Canada. And if the NPR is to be believed that joke has a nasty sting as in 2024, only about 43 pounds of fentanyl was seized at America’s northern border. That compares with roughly 21,100 pounds seized at the southern border. So the difference of this implies that the 43 pounds of substance caught on the Canadian side amounts to a mere 0.002 of the actual problem and that is now costing America an additional $20B plus change and commission. So how does that go over with Wall Street? So in a short moment, Alcohol, Tourism and retail is impacted in America. If we can believe Doug Ford (Premier of Ontario) has given the headline ‘Ontario premier Doug Ford cancels $100-million Starlink contract’, it becomes a comedy should Huawei fill that gap. So how is that Trump ego going at present? As Canadian tourists generated $20.5 billion in spending and supported 140,000 American jobs last year. They could see an optional 40% drop at present, I personally believe that this could be as much as 60% in an area where spend was 20% down from pre-Covid settings. And others are taking notice Especially the UK, Australia and New Zealand. They might not amount to much, but they do have an impact. I for one had dreamt (I have silly dreams) of seeing Universal Orlando once, but at present I will chose Abu Dhabi over USA. Warner Brothers would still see my money, but where in America my contribution would be close to 100%, In Abu Dhabi they merely fetch 30% of my money and the rest is all for Miral Experiences L.L.C. As such I become an asset feed to Julien Kauffmann. And consider I am merely one person, now consider that 40% of the commonwealth sees this the same way? How much damage did President Trump do to his own economy? If he was the King of Australia I would advice the board of Governors in Australia to muzzle him. This typically refers to the Reserve Bank Board, which oversees the monetary policy of the Reserve Bank of Australia (RBA) and is made up of the Governor (currently Michele Bullock), Deputy Governor, and other appointed members. So, what did Wall Street duo to reign in this level of idiocy? (Just to coin a phrase). 

So, as we realize that over the course of Rome’s long history, taxation was frequently a source of outrage and grief. Indeed there is a basic lesson to be learned from Roman history, namely that people did not like paying taxes they found unjust. And this setting comes from 357AD. As such it is over 1700 years old. Even Julius Caesar, according to the historian Ammianus Marcellinus “declared that he would rather lose his life than allow it to be done. For he knew that the incurable wounds of such arrangements, or rather derangements had often driven provinces to extreme poverty.” So President Trump (and his advisors) had examples coming from history and now the stone is set and Beijing announced retaliatory tariffs of 10-15%, starting 10 February, on various US imports, including coal, crude oil and large cars. (Source: BBC) and that has larger repercussions. Huawei is sensing blood in the water and at present they are ‘arming’ their devices with Linux (I reckon for Europe and other places). People might not ‘go’ for HarmonyOS at present but they now have a foot in the door and with a linux setting they could get into the Commonwealth to a larger degree (Canada included) as America now has to prove that there is an actual danger (which they never did). And only yesterday ‘Huawei Unveils Latest Suite of Intelligent Campus Solutions to Accelerate Intelligent Campus 2.0 Development’ that is the business opening to more. By providing high-quality 10 Gbps network experiences, it accelerates the digital transformation of enterprises across various sectors. No American solution got this close before (only on leaflets as far as I could tell). So whilst Huawei was stated to look out for what was coming, they opened the door to a juicy steak for all the greed hungry entrepreneurs sailing the global waters and they will get their grain. With ‘Intelligent Stadium Solution: Redefining Sports Venues’ they stand to win the hearts over in Saudi Arabia and the UAE, including people in Glasgow (2026), 2027 Cricket World Cup (South Africa, Zimbabwe, and Namibia),  French Alps (2030), 2031 Cricket World Cup (India and Bangladesh) and Brisbane (2032). So when you add that up, how much of the world stage will Huawei capture? And China will be there to laugh out loud, especially as America NEVER showed any evidence and that has been voiced by Germany more than once. 

So how stupid was starting a trade war founded on tariffs and based on a ludicrous setting whilst Canada was a mere 0.002 of the actual problem? Oh, for desert we get the quote we were fed less than 10 minutes ago (source: USA Today) ‘Canadian province leader threatens to cut off energy to 3 US states, imposes 25% surcharge’ and I suggest that the MAGA fans in Michigan, Minnesota, and New York find a good hiding spot, because when that energy block comes through a lot of people will curse the day President Trump was reelected for some time. And then there is the energy coming at +25%, so how much energy does New York need?

Have a great day and happy trails to Bundaberg Rum as they now have an open door to an optional 40 million additional consumers.

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At the close of a year

This might be the last article this year (no promises). I have been haunted by a weird dream, but that is not what this is about. You see, the army recognition group gave us yesterday (at https://armyrecognition.com/news/aerospace-news/2024/saudi-arabia-eyes-up-to-100-turkish-kaan-fighter-jets-as-us-made-f-35-remains-inaccessible) ‘Saudi Arabia eyes up to 100 Turkish Kaan fighter jets as US-made F-35 remains inaccessible.’ I know nothing of this plane, so I am not going in that direction. The setting that the US set the inability of the F35 being handed to Saudi hands is worthy of responding to. You see, the pricing of the F35 is set to “$102.1 million for the F-35C.” This means that America lifted their nose at 10 – 25 billion of hard needed income. The planes, the support and engineering surplus and a few other options. I expected that China would ‘swoop’ in to get that money. It is decently plausible that their were more reasons. I am merely setting that this could also mean the end of the Prince Sultan Air Base (PSAB), you see, airbases on foreign ground are meant for allies and America has priced them out of that corner. As I see it Anthony Blinken has done away with that option. You see, only two months ago we got “US Secretary of State Antony Blinken on Wednesday sought to make headway with Saudi Arabia on” whatever ‘his’ administration is ‘worried’ about. You need to have an ally for that and the fact that the F35 has been ‘unavailable’ since 2012. That is over 12 years, so as the F35 faces being optionally phased out by 2030, they lost one of their biggest customers and provisional ally in the Arabic peninsula as I personally see it. 

And America? Well, who needs an ally who is never there? That is the short and sweet part of this all and for Turkey this might be the sweet deal of the century. At some point the UAE and Egypt will also require 5th gen stealth fighters. This will make it harder for America and China to get traction. I never expected that Turkey was on that level, but that shows you what I know of this field.

And this is not the first time America, Europe and China enter behind the fishnet only to end up with nothing. This potential purchase follows Saudi Arabia’s $3.1 billion agreement with Türkiye in 2023 for the acquisition of 60 Baykar AKINCI unmanned combat aerial vehicles (UCAVs), set for delivery in 2025 and 2026.

So, when was the last time major governments walked away from a potential 15 billion deal? America might shout tariffs and the upcoming said expansion with their 51st state (Canada), but they forget that Canada is part of a Commonwealth and in their views (the Commonwealth) it amounts to a direct assault on the Commonwealth. So when was the last time a nation was engaged with the United Kingdom, Australia, New Zealand, India, South Africa and at least two dozen more. If they reject all imports from America, the American economy goes the way of the dodo a lot faster than the dodo did. For China it sounds like a prolonged Christmas. You see, if they get traction with the Commonwealth, a desire they never thought realistic, but going after their largest member Canada might set that deal to nominal.

That as the rejection of billions set a dangerous premise for America and Saudi Arabia can play hard to get in that instance. So the next threat by the president elect Trump will set a minefield around (presumed) Marco Rubio making his job next to impossible. 

But we will see what will happen. In the meantime we should send a congratulatory card to Turkey for this achievement.

And of course the card for the next tenant of the Prince Sultan Air Base (PSAB), but that is likely to follow in 2025/2026. As I see it, the next two years are close to essential for the next administration to avoid a governmental garage sale. But what do I know?

Still, in retrospect the dream still bugs me. The dream was a job at ADNOC, in Abu Dhabi. They had an AS400 running SPSS 6.1.3 and it had been gathering dust. It wasn’t working and the people at IBM said it was the fault of ADNOC. In the dream I merely had to remove 2 lines (reading ASCII data), two variables Alphanumeric were making a mess of things and removing the two lines solved 96% of the issue. 96% was fixed in the first hour (well for one job). I needed two additional hours to align the alphanumeric fields. And that took two hours to work out, I used Excel for that (the one Microsoft program Microsoft got right). And with that the first month was back on track. A weird setting, as I know next to nothing of ADNOC, I know that they are in oil, and that is all. I haven’t thought of that program in over 2 decades, so what gives? Well, in part technical support at SPSS was perhaps one of the most fulfilling jobs. But the powers that be didn’t see me as IBM material. O well, such is life. 

Time to head to the end of the year and see what 2025 will bring. 

Have a great day and the optional conclusion of a great year.

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Within a day

I wrote a few things regarding BRICS in the last two days and now (at https://www.al-monitor.com/originals/2023/06/iran-saudi-arabia-uae-attend-brics-meeting-south-africa-bloc-mulls-expansion#ixzz83fKlbzuL) we see ‘Iran, Saudi Arabia, UAE attend BRICS meeting in South Africa, as bloc mulls expansion’, so I admit that I didn’t see Iran to become part of that, but the UAE is a nice addition, it also changes the game. Not sure if Iran should be part of it, but that might appeal to both the KSA and the UAE. So when we see ““The world has faltered in cooperation. Developed countries have never met their commitments to the developing world and are trying to shift all responsibility to the global South,”Pandor said. Upon his departure from Tehran, Amir-Abdollahian hailed BRICS as a body that represents half of the global population and called his visit an example of Iran’s “active presence at international bodies” and a step in Iran’s “balanced” foreign policy.” We might see one thing, think another and wonder what is real. I wonder what Iran is doing there. Are they on invitation to settle Russia, or is Iran there to appease the Middle East? I have no idea, but I would consider that there are other more qualified nations than Iran, Indonesia for one. So is it about the powerpoint of oil? Your guess is as good as mine, but the idea that UAE would be coming is now a reality. The BBC did not mention that. As such are the sources of AL-Monitor better, or had the west filtered out Iran? I honestly do not know, but the photo from June 2nd implies that the BBC filtered out certain names. As such I was not aware of UAE Foreign Minister Sheikh Abdullah bin Zayed Al Nahyan and I only aw this article a few hours ago. Yet there too we see the stage of BRICS. If the western media cannot tell us the truth, when they rely on censorship and editing to give us adjusted filtered information, who are we telling other nations what to do? We see the attacks on China, Russia and the Middle East and yes, I do not disagree, but when we do the same, is this not the media station of the pot calling the kettle black? 

So when we get “In a pre-recorded interview broadcast on state TV after his departure, Amir-Abdollahian said that a key topic on his agenda in Cape Town would be “de-dollarization” in trade with BRICS member states.” What can we object to? The US is broke, it is merely sailing from debt ceiling raise to another debt ceiling raise. It has no exit strategy and did not have any for well over a decade as it caters to political ego and the rest of the world is awaiting actual action. Well, that setting will kind of explode in our faces as China will do what is best for China and the western world does not count there. It is harsh, but we let our politicians make it that way. So what is next? That depends on how BRICS will go about it. It is dependent on how they decide to hurt or restrict the moves by the US, and no matter how that slides it will hurt Japan in massive ways (which will please China). But beyond that there is no telling what will happen. I still think it was a mistake for them to add Russia in its current shape, but that is not up to me. I reckon that the country to can keep tabs on beats the one they cannot and it is a wisdom that is beyond me, BRICS is giving Russia a stronger voice which in current settings is not good, but that is me talking. 

My mind flies over the setting of “de-dollarisation” and how it will take form. But at present I have no idea, I will need to seek out as much information as I can. 

Enjoy the last day of the weekend, Monday is coming.

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It’s a BRICS house

That was the setting and it is not a new setting. The BBC gives us (at https://www.bbc.co.uk/news/world-africa-65784030) ‘Brics ministers call for rebalancing of global order away from West’. This is not new to me. I made mentions even before I wrote ‘Brain drain, by design’ (at https://lawlordtobe.com/2022/11/17/brain-drain-by-design/) which was November 2022. So this is not new. I am not happy that Russia is in the mix and I did not consider Brazil in that mix. But India and China were. And even more, which we also see here with “Russian Foreign Minister Sergei Lavrov said “more than a dozen” countries including Saudi Arabia had expressed interest in joining the group”, which I saw coming a mile away. And I reckon that Saudi Arabia and China will then offer an inclusion to the UAE. It is now becoming a simple play that puts the US and the EU out of business. The UK still has its ties to India, as such it needs to play a very careful game to not be set aside, and it is possible that the UK will have some form of shelter, but the US is pretty much done for. It’s news cycle is all about avoiding defaulting from one point to another, and when that goes wrong it goes really wrong with the US and the EU, both Canada and the UK will feel that sting massively. Then as Japan goes Australia will be in similar dire conditions. A stage that was never speculative, anyone with a decent grasp of the abacus could work that out and the  biggest trap they went for was to shut Saudi Arabia out, to let (according to their ego’s) it become a pariah. All for a journalist no one gave a fig about. More importantly there was never any evidence, that much was clear in that United Nations essay and they tried it again with that cyber report that involved Jeff Bezos. Now that new house, that domicile made from BRICS and its members will become the new world powers. As I said, the fact that it includes Russia is not my choice and I am not happy about it. And now that we see more and more business outsourcing to India, that stage will change even more. Those in doubt better get a clue, because if I see my tactics correctly, the BRICS union will set stations so that there is no more debt raising for the US. I am not sure how they will pull it off, but if any of the BRICS members now or new will sell their US bonds it will all stop right quick. We were that close to the edge and now that edge is crumbling. I might not be in time to sell my IP, but I do have an alternative and that setting is close. I will not get much, if anything, but I will get out with my skin decently intact, which is likely more than most others can say at that point. 

So when we consider the BRICS members (Brazil, Russia, India, China and South Africa) a new setting comes and with that the largest ass kissing contest in the EU will start with vonder Leyen on her knees. After that whatever allies the US had will be running for the hills, any hill for that matter. The rich people will already have plans in place, they will have locations ready and they will watch from a massive distance with family and friends how the US implodes upon itself. I reckon that 2024 will be the least comfortable place on the planet to be at that point. Yes, people will call me crazy, people will say that I am causing a panic. Yet these facts were out there for anyone to see, you merely thought that the western media would give you the goods, something they haven’t done in close to a decade. I gave several clues out on several matters on how the media was giving you the runaround going all the way back to September 2012. But you all thought I was crazy. Well, when this situation becomes a reality, you get to see how crazy I was. Did you actually think that someone can have a $32,000,000,000,000 debt and no one comes to collect? I have seen people hide under beds because someone was ringing the doorbell for an outstanding $750. And the final parts was seen a few months ago when Saudi Arabia closed the door on ‘saving’ with a simple “The head of Credit Suisse Group’s largest shareholder, Saudi National Bank (SNB), said on Wednesday it would not buy more shares in the Swiss bank on regulatory grounds” Did you think it was going to be that simple? They lost lost more than $26,000,000,000 in market value. That was the setting I did not initially see, but when we see the larger stage we see that it was more then a loss. I reckon that whatever BRICS has in place, or is about to have in place. The US is now in deep water, they are up to their neck and someone is adding water to the equation. For China it will work out rather well. You see after the US falls, Japan is pretty much next in line with a debt of $9,300,000,000,000, or 1,343.4 % of their GDP. A debt that is 13 times their GDP, without the US that will pretty much strangle them over night and whomever had those bonds can end that economy right there, right quick.

Did you think they were all too big too fail? 

A writer named Jenny Holzer wrote Truisms (1978-1983) gave us “Change is valuable because it lets the oppressed be tyrants.” I think we are about to see the impact of just how nasty that could end up being. 

Could I be wrong?
Of course I can be wrong, yet consider what is shown, and what was implicitly not shown. When you put those two together you get an image. Yes we can speculate that some are presenting a wannabe scenario. Yet two of these players (China and India) have the drive, the people and the will to push forward. Now add the Kingdom of Saudi Arabia and the United Arab Emirates to the mix and you get a massive unsettling concoction that no one in the west wants to try and that is what we see now. The next debt ceiling is January 2025, which might sound nice, but if some of these bonds are set to market in 2024 the US will be in much deeper waters and this is not a secret either. I wrote about this (at https://lawlordtobe.com/2023/03/12/i-honestly-dont-get-it/) on March 12th with ‘I honestly don’t get it’ and even before that. Who will push? I have no idea, because I do not know where all the US bonds are and the media wasn’t too sharing, were they? 

So you can look int this or consider moving to anywhere where this cesspool does not hit, which is another reason why I was eager to sell my IP to Saudi Arabia and the Kingdom Holding Co. I reckoned that a (starting) 5 billion annual revenue stream would appeal to them, apparently I was wrong there too. Will I be wrong again? Perhaps, but I have been correct a lot more times than I was wrong. As such I have a decent confidence in me being right.

Enjoy the weekend (or at least try to).

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Greed, Consumerism and safety?

There is a dangerous stance, a stance not on the safety of people, but on the revenue that they represent and there is every chance that this level of greed driven consumerism is at the core of a lot worse to come. 

Part 1
Part one is seen in the article (at https://www.reuters.com/world/china/us-criticizes-china-canceling-some-flights-over-covid-19-cases-2022-01-12/) called ‘U.S. criticises China over canceled flights’. There we see ““China’s actions are inconsistent with its obligations under the U.S.-China Air Transport Agreement. We are engaging with the (Chinese government) on this and we retain the right to take regulatory measures as appropriate,” a U.S. Transportation Department (USDOT) spokesperson said.” OK, we can accept that, but in that setting can that spokesperson please show us the paragraphs that deal with issues like pandemics? The greed driven will see and focus on ‘obligations’, but what of the safety of the people? The Chinese government is obliged to look after the safety of people, so where is that part? I am not taking a side whether one or the other is right and which party is wrong. Yet when I see “identify a path forward that minimises impact to travellers” I wonder who they are working for. In December, Bloomberg gave us ‘Omicron May Double Risk of Getting Infected on Planes, IATA Says’, I heard from a friend who went on vacation that the return flight was filled with people coughing and yes, two days later he had covid too. When will people learn that IF YOU ARE SICK YOU STAY AT HOME? And more important those who get sick on vacation are all about ‘safely getting home’ dangers be damned. And that is the core problem with air travel. So I cannot fault China for its position, I understand the greed driven side for getting people to travel, yet it seems to me that the greed driven do not care as long as they see the revenue, infections be damned. Those stating that they take all precautions are delusional, there will never be a safe route in this.

Part 2
The second part is given to us by SBS. There we see (at https://www.sbs.com.au/news/another-53-people-have-died-from-covid-19-as-nsw-posts-record-92-264-new-cases/4809f03d-d922-4c30-bfe8-6c1251568bfa) that ‘Another 53 people have died from COVID-19 as NSW posts record 92,264 new cases’, the issue is that when we see it next to the UK (120,000 cases) all whilst the population of the UK is 300% larger, we see that things do not add up, in that same setting the US with 829,000 cases are a larger setting. The us has around 500% of the population of the UK, yet they have a lot more infections. Now this is not the proper way to vet numbers, but there should be some linearity and these numbers are all over the place. So in this India with 247,500 cases all whilst they have 4 times the population of the US does not make sense. The numbers do not add up, I get it there could be a dozen elements influencing other facts, but the numbers are wrong, and I personally believe that India has a much larger problem, so when we consider that is it really wrong for China to act the way it does? 

The entire setting of flight have to continue in an era where we live in a pandemic, someone needs to wake up. The entire need to travel all whilst a lot of issues can be resolved virtually gets to be on the centre stage. In addition to that view we see “China has all but shut its borders to travellers, cutting total international flights to just 200 a week, or 2% of pre-pandemic levels”, is it right, it is wrong? It seems to me that it is to stop a wave of infections that have close to free rule in any nation that did not lock its borders. Last November the NY Times reported “At least 13 people who arrived in the Netherlands on two flights from South Africa on Friday were infected with the Omicron variant of the coronavirus, and more cases will most likely be found, Dutch health officials said on Sunday.” We saw South Africa protesting that it was a mild issue, now we have over 3 million new cases EVERY DAY, so how is that mild? How is the drastic shortage of hospital beds a mild consideration?

Is this what happens when greed shakes hands with consumerism? I do not know, but from where I sit, the view regarding the safety of people is close to totally ignored. There is every chance that those who closed their borders stand a much better chance. That is unless you open borders for tennis players who later admit “that he released a statement with new admissions, including the fact that he sat for an interview and maskless photoshoot knowing he had Covid without disclosing his status”, so a person who knew he had covid went knowingly and willingly maskless. And China is the one that is painted as the attacked party? I reckon that our laws and our regulations are blatantly failing in these pandemic stages, I will let you ponder on why that is and before you blame China for anything, wonder why no spokesperson raised issues on pandemic obligations that should be out there. I wonder how consumerism won that side of the battle. And before you think it will be easy peasy, consider what optionally might come AFTER Omicron and when that part is less mild, what will the consequences be? 

I do not know, but more important, the scientists that should know do not know either, it is new turf for them. So when we listen to obligations and consumerism lets also wonder how safe these obligations were in the first place, especially as yesterday gave us an additional 3,201,862 new cases. I will accept that most will be mild, but 1% might not be and that means that globally for 6-8 days 32,018 new beds need to be secured for the yesterdays cases alone. So what about tomorrow and the day after that? How many beds are left then? I do not know, do you?

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Covering one another

In light of yesterday, it is equally important that other information is given to you. Remember headlines like ‘South Africa slams ‘unjustified’ reaction as Omicron continues to spread across the globe’? We saw the ‘unjust’ approach and even as we accept that some nations (the Netherlands) apparently have data showing that they had a case before South Africa reported it, the source of that case is still unconfirmed. That does not mean that South Africa is too blame for this issue. And as we are now given (by Reuters) that “the Omicron coronavirus variant detected in southern Africa could be the most likely candidate to displace the highly contagious Delta variant, the director of South Africa’s communicable disease institute said on Tuesday”, do you still think that it is a bad idea to close borders? All borders no less. There is still a lot that the scientists do not know and we get that, but leaving the borders open in a stage where a disease has now killed over 5 million people, that is a stage that should worry everyone and when we see that 263 million have had the disease, we do get that the mortality rate is low. Yet how do you feel when your parents and grandparents are the dead ones? Still think that closing the borders is the wrong move? Mine are all dead, so I do not care, but you might. 

13 people on a flight from South Africa had that variant, so it is being spread and that might not be the South Africans that are at fault. For all we know (I do not know) the people infected were Dutch people visiting South Africa (for whatever reason). We can guess all we want, but the data is limited and it has too many gaps. We also do not know what causes the mutation, so there is a lot that the scientists do not know. And to help them it seems (to me) important to lockdown as much as possible. Am I right? I do not know, but the politicians are seemingly helping one another out and that is an actual flaw we cannot afford. And as some papers (the SMH in this case) gives us ‘Infections in Europe pre-date Omicron’s identification in South Africa’, we still cannot tell where that version came from, or what made it mutate. And before some people want to use the brush containing the blame paint on South Africa. Consider that Germany gives us “German authorities said they had an Omicron infection in a man who had neither been abroad nor had contact with anyone who had been”, as I have a few issues with ‘nor had contact with anyone who had been’, there is too much we do not know, as such the traveller might have sat next to him on a bench, in a mall, behind him in a coffeeshop and so on. But the fact that he had not been abroad still matters. Either this version is massively infective, or there is an element the scientists are still in the dark about. 

The larger problem is that this entire equation has too many captains and not enough crew, which is a generic failing in the EU. As I personally see it, this will cause more and more gaps and less standardisation of data, as well as reporting over the European nations. We get it that there is a global issue, but this issue should not exist in the EU and I saw just how largely this failing tends to be from my (trying) approach to getting some form of clear data. And now, as the amount of nations with Omicron rises, so will the uncertainty, the fear and the economic drawbacks. A stage we all saw coming (to some degree) yet we never thought it would come this fast, or this completely. So as we view the news of more people ignoring lockdowns, ignoring safety and considering that bleach is a much better anti covid solution than a vaccine is, also consider that now with Omicron we might relax as it will be the death of them. Some might argue that the benefit of these actions is that in California 117 jobs a day open up. I get it, it is crude, but that is the setting. Do you think for one moment that Wall Street cares about you (or me for that matter), it sees the revenue needs, and unemployment numbers drive that down, so they are (silently) happy. And this is not some USA push, the UK is in a worse shape, with only 20% the population it has twice the amount of deceased people, and now we all get Omicron and a larger unknown of how effective our vaccine is, because that is unknown, we hear speculations, all lacking evidence at present. 

So as politicians are covering each other on points of view, we see a larger lack of support of the scientific and medical staff. The media is in part to blame, they are all about flames. Yet I personally believe that EVERY newspaper on the planet has a responsibility to make sure that the views of Dr Fauci (and medical experts like him) are shown everywhere and the absolute idiot at Fox who caused ‘Outrage as Fox News commentator likens Anthony Fauci to Nazi doctor’ should be taken off the job, and optionally get treatment from Dr Mengele, so he can feel firsthand how wrong his view was. 

Lets make one thing sure, we need the medical people and its experts. They can wait for us to die and take over all the good mansions on a global setting. We need them, they do not need us to be a risk for them and their family members. Take that consideration to heart. So if you see a medical professional today and tomorrow, buy him (or her) a coffee, a tea and say ‘Thank you!’ We owe them a lot more, but this gesture might take away some of the stress they face on a daily basis and I would like it if politicians take that message to heart, they should be championing that resolve all over the world.

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