Tag Archives: Spain

August 6, 2025 · 14:17

The implied stage

This is not fact, but it is implied and I will explain the logic behind this. Less than 24 hours ago  Time and Travel World (TTW) gave us ‘Tunisia Joins Spain, Mexico, Brazil, Costa Rica, Greece, Saudi Arabia, and UAE in the Booming Tourism Sector with Record Tourist Arrivals and Earnings in First Half of 2025: New Report’ (at https://www.travelandtourworld.com/news/article/tunisia-joins-spain-mexico-brazil-costa-rica-greece-saudi-arabia-and-uae-in-the-booming-tourism-sector-with-record-tourist-arrivals-and-earnings-in-first-half-of-2025-new-report/) Here we see among more given facts “Spain has been one of the top performers in the global tourism recovery of 2025. The country welcomed nearly 25.6 million international tourists in the first four months of 2025, marking a 7.1% increase compared to 2024. Spain’s tourism numbers have surpassed pre-pandemic levels, highlighting the nation’s enduring appeal. Notably, April 2025 set a record with 8.6 million visitors, marking a 10% rise from the previous year. This surge was driven by a strong recovery in both leisure and business travel.” This doesn’t seem like a lot. But take the slightly more complete setting of

This gives us 80,000,000 tourists most of them only able to pay for one vacation a year and they are not going to America. As such (and taking notice that this does not include Canada) I feel certain that the damage to American tourism will surpass the $29 billion we are currently given. How much more, that is hard to say. So whilst we are now given smash articles (as I call them) to voice applause for all the efforts that Epic Universe gives us in Orlando (and I do agree what I see on YouTube does look amazing) the American tourism industry will face at least until 2027 to return to some kind of normal and that is optimistically speaking. I reckon that it will take 3 years after President Trump leaves office for this to get back to some kind of normal. And I get that Florida is now casting the heave rods to get national tourism up. Yet without international tourists it will become a nasty time of hardship for the places that rely on international tourists. 

Los Angeles, San Francisco, Las Vegas, Florida, New York will all feel the pinch that these millions of tourists used to bring with fat wallets and they are now going anywhere else. That is money no longer in the bank of America and likely these people are unlikely to revisit America at present. A lot needs to change for that.

The most conservative calculations I get to implies that the losses for America start at $80 billion and might get to $115 billion by the end of the year. I also think that the Winter vacations are less likely to be affected. The snowboard and ski population tend to rely on what they know and slopes can be dependable. As such people who were bound for Aspen will return to aspen (the largest part), people tend to ski what they know and it makes for a loyal crowd. Places like Aspen have in addition a social side and these two make for a dependable setting. And it is not that place. Likely places like Deer Mountain Village (South Dakota) have a similar stage. But this implies that America needs to regain most of their losses from the winter vacation people. At this point there is no predicting on how the winter locations will be hurt by what is called the “visa integrity fee” and now we get the visa bond which will hurt winter tourism as that is a young persons game and they are massively unlikely to dish out ‘US to charge some foreign travelers up to $23,000 in visa bonds’ (source: ABC News), as such there is no way to tell how it will affect winter tourism, yet I feel certain that Whistler (Canada, B.C.) and Blue Mountain (Canada, Ont.) will be able to accommodate these people, and beyond that there is Europe with their snowy hills (aka mountains). 

So, at present I feel that the damage is likely to be the conservative number I gave earlier and it might be higher, but there is no data on this. This is a setting that has never happened before and as America is getting confronted on the silly notion that you can keep any hotel filled to over 90%, that cluster of delusional thinkers are getting a massive boost of reality at present. Three days ago we were given Las Vegas is empty, given to us by a ‘tourist’ wearing a Vegas Golden Knights polo. Now we see: ““Las Vegas is empty”: Viral video sparks alarming questions about US tourism decline” this is a bit late, isn’t it? I predicted some of these elements almost a week earlier. I never discussed Las Vegas airport, but that should have been done by the local people and now we see “Viral video sparks alarming questions”? How delusional do you need to get to the ostrich effect (bury your head in the sand) to avoid clear settings? This is setting the larger stage (source: money control) “The viral moment comes on the heels of an official report by the Las Vegas Convention and Visitors Authority (LVCVA), which noted a 6.5% drop in hotel occupancy and a fall in average room rates from $194 to $163. Even more alarming was a 41% year-over-year decline in traffic at Harry Reid Airport, according to the same report.” So, who had been sitting on these numbers? What doesn’t the American administrations want Americans want to know?

Simple question, yet are the answers as simple as it seems? When will Florida present the numbers and when will they sound the alarm? I simply crunched the numbers and I saw this a month ago (July 9th) in ‘Age of BS (Bill Sightseer)’ (at https://lawlordtobe.com/2025/07/09/age-of-bs-bill-sightseer/), as such where did you see this in American media? Only 14 hours ago, the American people were given ‘Orange County Tourist De­vel­opment Tax col­lec­tions surge 10.3% in June from a year ago’ and I need to give the larger setting. A Disney Tourist blogger gave us on May 25th “Epic Universe is almost empty. Dead. Devoid of guests. A ghost town.” Someone on YouTube gave a similar story but that is about it. Americans are allergic to bad news. I get that, none of us like this, but when the bills can no longer be paid as people al over Florida get the axe is news people need to know, but that might just be me. 

So the stage isn’t set, it is implied. A set stage has proper numbers and the media is giving half stories (as I personally see it) but the signs are clear. This doesn’t make it set stage, a mere implied stage and when the numbers come out in Q4 2025, a lot of people get a rude awakening and when they have invested in a bad and breakfast solution they might require a larger stage to survive the 3-8 quarters that follow. There is no way to be more precise than that.

Try to have a great day today.

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May 12, 2025 · 16:58

America’s shifting phase

This morning Arab News (at https://arab.news/9hjca) gave us ‘First Saudi-made THAAD system parts completed in Jeddah’ Saudi Arabia has been aiming for the need of internal national interests to have this done. We are given “Saudi Arabia has completed the first domestically manufactured components for the Terminal High Altitude Area Defense system launcher in Jeddah, marking a significant step forward in the Kingdom’s ongoing efforts to localize its defense industry.” And as we are given “Tim Cahill, president of missiles and fire control at Lockheed Martin; Nawaf Al-Bawardi, assistant deputy of the General Authority for Military Industries; and Wasim Attieh, president of AIC.” We seemingly are all OK with this, this is not really news. Saudi Arabia was aiming for this all along. In this case the Terminal High Altitude Area Defense system launcher (THAAD) was on show. But the story goes beyond that. I reckon that the FEINDEF 2025 (Spain) as from today was the second initial kick off, but there were other symptoms. There was the (DSA 2024) in Kuala Lumpur and the International Defence Exhibition and Conference (IDEX/NAVDEX) in Abu Dhabi, UAE. I personally believe that Saudi Arabia kept close eyes on the ready date of this system as it allows them to gain interest from Bangladesh, Egypt and Indonesia, they might not be ‘big league’ material, but Bangladesh and Egypt represent almost $5 billion each and Indonesia represents $11 billion. Now, they don’t spend it all in one go, but Saudi Arabia is said to get a speculated part of that and even with a mere 200 million (over all three) that becomes a massive boost for the Saudi Defence industry, even more so, it would be revenue that America and Russia loses. Gives the expression “when two dogs fight for a bone, the third runs away with it” a new side to that equation. So as Lockheed Martin is locking in their services and consultancy for close to another decade, Saudi Arabia’s first delivery system is gaining strength in the defence industry. Bangladesh being 35th, Egypt 19th and Indonesia 16th. They are giving strength to the Saudi Defence industry. So as I saw that market evolve in February 10th 2022 in my story ‘Oh darn, I am missing out’ (at https://lawlordtobe.com/2022/02/10/oh-darn-i-am-missing-out/) with those decrepit tea grannies, it took Saudi Arabia a mere 3 years to evolve their own market. They now have their own industry. So cry “stop arming Saudi Arabia” all you like, the only thing they’d hurt was the British defence industry. And as I see it, they are about to do a lot more than hurt ‘the British business’, they are gaining political power by giving the Arabian nations and Asian nations their own voice, not hindered by America, Russian or British political powers. Now they (meaning Saudi Arabia) become the global political power player.

As I see that, I am reminded of the old setting that my granny complained about the essential need of the young to rely their technology, so I switched off her life support. How’s that for fun?

The world is getting smaller and the reach of every nation is increasing and now we see clear settings (not through alleged sport washing) that Saudi Arabia is becoming the larger power in the global arena. In the 2025 edition of “The Military Balance” from the International Institute for Strategic Studies (IISS) is currently on the 7th place, yet if this takes off Saudi Arabia will be in a position to become 5th, optionally 4th and their defence industry will be making a profit as the Arabian nation will see that Saudi Arabia is the ‘friend’ to hold in esteem, as that starts happening Pakistan might also change vendor it is at present a mere $10 billion, but as it is only 12% of India, it might see reason to switch if Saudi Arabia is willing to talk shop and that is another slice of pie that will not end in America’s or England’s budget. As I personally see it a start has been made for Saudi Arabia to become less dependent on their oil industry. Starting ‘small’ is a beginning, so as Saudi Arabia creates more options. I reckon that they would likely evolve their drone industry next, Saudi Arabia is becoming a much larger industry. Only 5 years ago we would have seen an industry with America, Russia, China and the United Kingdom as players. Now even at 5th place, Saudi Arabia becomes the new player in town and that sets a new premise for global economies. Russia and America never had to share that revenue pie and I guess they will have to content with less as per 2026 onwards. 

A nice setting for Saudi Arabia who is likely to seek more revenue from Pakistan as it is outmatched to India at 2:1 in the best settings they can hope for and that allows for larger business benefits for Saudi Arabia. We tend to forget that war is business and their business is war. A little outdated setting, but we forget that it isn’t ugly to some, it is a payday. An essential need for any nation is to defend itself from enemies hostilities and that setting is over 2000 years old. It was given to us by Julius Caesar (that Italian dude). He did so in Commentarii de Bello Gallico at 50BC.

I reckon that the Saudi defence industry will be more than a simple blip by the time we get to 2027, still three years ahead of the schedule we saw 5 years ago. 

And as I personally see it, these tea grannies (CAAT) are still drinking tea, but the option for a biccie with that tea will soon be done for, because the revenue you hurt also impacts what you can have and they vied for less, so they will have less. I take my learning from someplace else. America decided to hurt Huawei as they were a threat, now we have HarmonyOS entering version 5.0, and Reuters gave us last November that ‘Huawei wants 100,000 apps on Harmony OS within a year’, and set that against Alphabet (Google) had announced plans to cut 12,000 jobs, or 6% of its global workforce In January 2023, Amazon laying off 14,000 people in name of efficiency? (Source: MSN) and in 2023 Microsoft laid off approximately 10 000 employees followed by an additional 4 000 roles being cut in 2024. So with these big three ‘decimated’, who will counter Huawei? As I see it no one and now Huawei will have another industry to set foot in. Because all these Saudi systems require automation (as well as other options) as such HarmonyOS will be seen almost everywhere and that is only the beginning. Those who push to limit others, merely limit themselves and we have plenty of evidence there.

As I see it the shifting space of America is seeing that they never wanted other to be in certain places. This sounded like an idea in the 80’s when America was a global power, but they no longer are. They are mere steps away from becoming a third world country. You cannot remain a 3.4% military spending of GDP whilst being seen as a 37% of global spending. A 997 Billion invoice where in the fiscal year 2024, the U.S. federal government collected $4.92 trillion, not whilst you have $36.21 trillion in federal debt (and they cannot pass a budget either), it just cannot be done. As such the America setting will implode all whist their tech is set to impossible markers. 

As we consider this and we consider that the Russian stage merely sounds better (whilst it isn’t) there is every possibility that be 2027/2028 Saudi Arabia could become 4th or 3rd as a defence industry by that time. The idea that Saudi Arabia surpasses or equals America in three years is making me giggle. How the mighty fall, so how’s that for looking great, President Trump? It started on your watch in 2020 and almost a decade later you become allegedly surpassed by Saudi Arabia by 2027, a nice footnote in your memories and I reckon you will blame everyone but yourself in that writing. I am curious what the World Defense Show 2026 in Riyadh International Convention and Exhibition Center will give us. I reckon that Saudi Arabia will have a few nice surprises in that show. I am willing to bet that Huawei will have a stand there to in showing us what the Internet of things driven by HarmonyOS will give the world.  I reckon you need to reserve tickets for the event  on February 8-12, 2026 now. As I see it the first day will be for the larger customers, so February 8th has been sold out to preferred customers. So, when will you optionally go? 

I won’t be invited, so let me know how the snacks were, they tend to be magnificent at these events. Now I’m hungry, time for some peppered crackers. Have a great day.

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December 4, 2024 · 20:11

The premise was already set

There were some ‘noises’ on what I wrote yesterday and the ‘ludicrous’ setting of Huawei. Well, lets have a look then. The Corner (at https://thecorner.eu/news-spain/the-government-authorizes-saudi-stc-to-purchase-9-9-of-telefonica/117825/) gave us a few days ago ‘Government Authorises Saudi STC To Purchase 9.9% Of Telefonica’ It does not sound like much, but in that setting together with Egypt (as I reported in 2023) the Saudi Telecom Company was already aligning with Egypt and now as it is settling in Spain, Saudi Arabia has now a direct line of communications with the larger part of Europe. They already had Portugal and optionally also have parts of the United Group (details are not known to me).

Then when we see merely a day ago we get (at https://www.rcrwireless.com/20241202/featured/stc-huawei-5g-saudi-arabia) ‘stc, Huawei to enhance 5G connectivity in Saudi Arabia’ and now we get “Stc noted that this solution boosts operational speed by 200% compared to earlier models. Saudi telco stc and Huawei have announced the commercial rollout of SuperLink, a digital solution designed to enhance 5G connectivity across remote areas in Saudi Arabia.” So whilst we get the softer message from Nokia on 5G and we should forget 5G, because their 6G will be da bomb (slight personal tweaking). Yes, always look at the horizon whilst Huawei is upgrading 5G to something that resembles 5G+. Another fine mess the makers of yesterday’s technology bring us. There is however no timeline for 6G and whilst we hear all the wild stories, I have to argue that the organisations that remained in the dark for the longest of time, now has da bomb? I call that a dead mans bluff. Like what they had done before and nothing came from it. Now that China and Saudi Arabia are setting the new marker we see the setting I warned about in ‘The question remains’ on the 21st of December 2022, two years ago I warned of this setting and Now suddenly we get the Nokia news? (OK it has been out for some time), but we haven’t seen anything out in the open with tests and so forth. In that same time Huawei set the proof all over the place and with HarmonyOS they can go to town, especially if Google is forced to break itself up. And as others are forcing Huawei out, we merely see other telecom companies taking the Huawei lead and offering it to customers. We can see all the ‘bigger’ telecom brands heeding the words from the US and so far it lacked any evidence. New the stage will be set that Saudi Arabia could offer a cheaper solution to people in Europe, the Middle East and Asia a solution with Huawei. Now, we get the setting that the larger Telecom companies will have to compete for the same customers. And in that setting 33 million in Saudi Arabia, a slice of 115 million in Egypt and slices from Portugal and Spain giving them slices of 60 million people. And that is before we consider the fallout all over Europe. You see, in the end these other players need people to fuel part of their profits. The anti-China rhetoric from Trump with the added anti-Huawei rhetoric will fall flat. In the near future they have the numbers and now others are in trouble. I reckon that soon Saudi Arabia will make a play for other Vodafone areas. I have no idea how far they get, but any Telecom company that starts not making their numbers will jump on that churn bandwagon. All this whilst Huawei is breaking new boundaries. So whilst someone reported the great success Nokia is making others make mention that the new setting is coming in 2027 (a presumptuous setting as I haven’t see the full papers). So what of 2025 and 2026? A two year bluff sounds nice, but Huawei is giving us “Stc noted that this solution boosts operational speed by 200% compared to earlier models and significantly extends 5G reach without requiring extensive infrastructure, making it ideal for connecting remote regions efficiently. The solution also improves deployment efficiency by reducing antenna requirements by 67% compared to traditional single-band parallel link methods, lowering tower rental costs.” A more than normal cost efficient solution and it is being rolled out in Saudi Arabia. I reckon that the UAE will follow soon thereafter and in that setting Egypt, Portugal and Spain are likely next. This gives them slices of a multiple times the Saudi population and in that setting with Egypt in their banner the Saudi 5G solution will turn heads and put the other players to shame. It would be a world first that Saudi solutions are cheaper and outperforming other telecom companies for at least 2 years. And that is until the people figure out that the Nokia solutions becomes too expensive. The rot in an economy also implies that the people need cheaper solutions and Nokia is less likely to deliver at that time. As I see it all Saudi Arabia needs to do is to figure out how to add France and Germany to that pool and the Huawei battle will be decided in favour of Huawei. Oh, and whilst you are brooding on that. Consider “Huawei technology must be removed from the UK’s 5G public networks by the end of 2027 under legal documents handed to broadband and mobile operators today” I have NEVER ever seen ample documentation that Huawei was an actual danger. It was proxy tantrums from an American administration trying to bully others to hate Huawei too. Now that the stage changes and when it does (no if it does), Germany will have to turn the rudder in their decisions. I reckon that France will immediately follow suit (a speculation, I have no evidence). All that and now it comes with a directive from Saudi Arabia, who owns a stake in several telecom corporations all over Europe and Africa.

Do you still think I was wrong (or talking shit). The evidence has been out in the open since 2020. It is the tail-side of having no economy left at present. And as I see it, the telecom companies will go for each others throats and in the meantime the STC will keep on buying stakes in the other companies. So take that setting and introduce some unaffordable 6G future solution from Nokia. Are things adding up yet? And don’t forget, 6G might be actually da bomb but it is well over 2 years away, so how are your finances holding up in 2 years? Mine won’t survive, I reckon a lot of others will have a similar problem soon enough.

This gets me to the final push. It was seen in Satellite Pro Me (at https://satelliteprome.com/news/stcs-job-attachment-program-surges-by-72/) where we see ‘STC’s ‘Job Attachment Program’ surges by 72%’ that is even better then the bulk of telecom companies had 20 years ago. As I see it, Saudi Arabia will need a massive staff expansion and retrenching of current staff as we are given “The programme offers STC employees the opportunity to gain hands-on experience, explore career paths, and develop professional skills.” As I speculate to see it, is that the STC is going places and needs staff to do so. The countries I mentioned will need extensive upgrading and a much better service and call centre setting and that is just for starters. As I see it the STC is the largest Telecom employer before the end of 2025. Oh, and that is before we even see where France and Italy are in that setting. This could be the larger push into Europe and I reckon that this is fight that Huawei is happy to see Saudi Arabia do at present. I hope I haven’t oversimplified it for you too much.

Have a great day and good morning to Vancouver where it is now 01:10.

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November 22, 2024 · 20:41

The end is nigh

Yup, it is. And not in a normal way. There is no demon sprouting on the land. You see Lucifer Morningstar has greed driven politicians doing his dirty work and what is more satisfying than any person digging his own grave? So how did this setting deploy? Well as the DoJ decided that there agenda matters most they are about to force Google its Chrome browser. (At https://www.itnews.com.au/news/google-must-sell-chrome-us-doj-argues-613298) We see “Google must sell its Chrome browser, share data and search results with rivals and take other measures – including possibly selling Android – to end its monopoly on online search, prosecutors argued to a judge” Its always the stupid and greedy that redefines the borders of hell. Anyway, whatever his ‘personal’ reasons are the game is literally afoot. In this instance whist that is considered Europe and the Middle East will select the dollars for donuts option and in this we need to consider the second cog in this wheel. It is given to us by Politico (at https://www.politico.eu/article/germany-china-huawei-ban-2029-5g-networks-government-greens-lawmaker-4g-strand/) which they gave us in July. There we are given ‘Germany goes soft on China, dragging out Huawei ban until 2029’ and this ban will be delayed again and again. Lets not forget that American anti-Chinese actions led to this. And no matter how we feel about it. The Americans NEVER gave ample evidence for any of it. So as one start to ferment the sentiments of how stupid this American administration is, Huawei will add to this. You see Huawei now has HarmonyOS and it has a few other arrows in its quiver. The larger setting for the internet of things was ignored for too long. And as Germany delays, so will France, Spain, Italy, Netherlands and the Nordic regions. Like domino stones they will tumble each other. All whilst this administration will find another person to take a metal briefcase to the European leaders like a pop star and we saw that before. So the evidence better be real this time around. Still that will take time and in the meantime we are given by Huawei Central (at https://www.huaweicentral.com/huawei-matepad-pro-13-2-2025-will-reshape-office-experience-ceo/) We are “shown” ‘Huawei MatePad Pro 13.2 2025 will reshape office experience: CEO’ and this is the larger setting. For when Google loses market share, in that same instance Microsoft loses market share as well. The Huawei MatePad Pro 13.2 2025 is now only 4 days away. With HarmonyOS it will be able to connect nearly all other devices. As we are shown that the “Multi-Window enables users to open several apps in split-screen mode for multitasking. One can also swipe an app inward from the left/right edge to bring up the Multi-Window dock. It’s a useful tool for office work, meetings, and more.” That is precisely why politicians should stay away from technology decisions. Basically they are too stupid to see the forest through the trees and in this instance there will be a massive jolt to Google, Microsoft and I reckon that Apple will also see a dip in revenue. Or as some will say “It sucks to be you” to the Attorney General. 

So am I right or am I wrong?
That remains to be seen, but as I see it, the demand for the Google ‘simplification’ will open the doors of HarmonyOS to Europe and for a much stronger setting to the Middle East. And with the uncertainty of the Google stage. Huawei and their data centres. The setting of Google will make a lot of people nervous and that works for Huawei. We were given last year “The launch of the Huawei Cloud Riyadh Region was announced at the Huawei Cloud Summit Saudi Arabia 2023. The new cloud region, located in an STC/Center3 data centre in Riyadh, offers three availability zones. It is the company’s first region in the Middle East.” How long will it take for the United Arab Emirates (UAE) to follow suit? And how happy do you think Microsoft will be to do their ‘AI’ work in a Huawei data centre? All this will come to pass (unless someone muzzles the AG). There is a setting to it all and one brick will stumble the next one and the next one. It is the result of the internet of things. And with the Huawei MatePad Pro there is more than just the connectivity. It will slow iPad sales and from there Microsoft will find themselves in more hot waters (some they did to themselves) and the UAE will demand that Microsoft will do its AI work wherever it needs to be and as such Microsoft will enable Huawei even more. All this because someone has anti-Google feelings. For 15 years Google found and created an innovative road. It is not up to the DoJ to reward stupidity to the competitors of Google. They forgot the basics and these settings will now work for China as well. 

And as we see that Politico gives us “Under the agreement, components manufactured by Huawei, China’s leading 5G equipment maker, are to be banned from sensitive core network infrastructure by the end of 2026, rather than by the end of 2025 as previously envisaged, as reported by POLITICO. When it comes to the radio access networks (RAN) such as antenna masts, Huawei components would have to be removed by the end of 2029 instead of the end of 2026. This is a satisfactory outcome for German operators, who were in the process of upgrading these networks anyway, thus limiting extra costs.” You see one thing, but I see that there is no real America by 2027, as such the ban becomes moot. Add to this the expansions that Saudi Arabia is making with the STC. The Saudi Telecom Company is already making waves in Egypt and now it seems Portugal as well all this enables Huawei more and more growth and as Google starts to falter the European politicians will try to divert whatever they can as to not be eaten by their ‘allies’. As the west falls to Huawei and the STC the more hardship America will face. It all started by attacking its own base and by attacking Google they basically drowned their own livestock and  from there the business opportunities they had. Funny for me, not so much for Microsoft who basically let it happen and now that the office suite is under attack (from next week) we will see all kinds of spin by one player on how hard it will be for the shifters. The overt setting was that (an oversimplified setting) the Department of Justice should have stayed out of matters. They hide behind ‘monopoly’ but that game states that all players are equal whilst that setting hasn’t been true for decades. The world had Adobe, Amazon, Apple, Google and Oracle. The others are spinning, making presumptuous presentations on whatever wasn’t real yet and now there will be a tap on the door. How will it end?

I honestly have no idea. The only thing I foresee is that with the breaking up of Google the end will be nigh for those relying on ‘scripted’ settings for the better things that it will bring. Because that just ain’t so. For things to become better true innovators are needed. And the bigger part of those are not in America. The 5 I mentioned has them, but when the For each of those China might have an alternative. Huawei could now replace Google (in part), Tencent with Huawei will be able to replace parts of Apple. As I see it only Oracle has a steady foundation and it all depends on the DoJ waking up what they are about to unleash and still if they do not Credibility towards Google will wane, that much the DoJ already achieved. I wonder if they realise what they are about to achieve. 

The world seems to become more and more Chinese oriented. Well, that is what this administration seemingly wanted.

Have fun with the fallout.

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October 13, 2024 · 18:01

What is real?

That is at times the question. There was an image on LinkedIn (see below) and I had taken notice of it. Yet today on LinkedIn we were given a rather large recruiting drive which seems odd, but it doesn’t need to be. The line “Amazon plans to cut 14,000 manager positions by 2025” directly opposes the recruitment drive on which 150 people applied for (as a presented fact).

We see all the big boys dumping staff around 120,000 of them and the others are planning to dump a significant amount of people (numbers unknown). One of them I know ‘personally’, it is the Swedish telecom company Telia. We were given a month ago “Swedish carrier Telia is set to cut 3,000 jobs this year as part of cost reduction measures. The proposed cuts would equate to around 15 percent of its workforce, and deliver annual savings of 2.6 billion Swedish crowns ($253 million), the operator said today (September 4)” the larger issue is not that they are dwindling down staff, a 15% decrease is significant. It is the other side of the coin that I cannot see at the moment. That 15% might be all over the place, but the turnover is that a company with 15% less staff tends to have issues all over the board. Perhaps it works out, perhaps not. But the issue that I see with 3,000 persons saving them 2.6 billion Swedish crowns is a more significant issue. You see that amounts to a personal saving of 866K per person and no one in Sweden makes that much (well almost no one) this means that Telia is downsizing a lot, as such we need to take a look at “As of 2023, the company had a market share of roughly 31.5 percent” This implies (implied does not mean factual) that Telia is downsizing a few more branches and that now leads us to a much larger setting. Another source on this gives us “I envisage that this intended approach will not only result in a Telia that is simpler and faster in decision-making and commercial execution, but also help us to grow our business and generate enough cash so that we can make necessary investments and cover our dividend, as we remain committed to our dividend policy” I feel uneasy on this. Especially the statement “we remain committed to our dividend policy”, now this might (and likely is) merely me, but it could also mean that Sweden is ripe for players like STC (Saudi Telecom Company) and Huawei (Ren Zhengfei) to take up the baton to wave a much larger change in Europe. I expect that Huawei might show links to China Telecom (a speculation, not a fact). You see, as these companies all dwindle down, these staff members (requiring a job) might be a nice niche for these two players. Saudi’s STC is already in Europe “Saudi Telecommunication Company’s subsidiary TAWAL officially began operations in Europe in August of that year. In September 2023, it was announced STC Group had acquired a 9.9% stake in the Madrid-headquartered multinational telecommunications company, Telefónica, S.A..” When you consider this stage, and Sweden is the next target, Finland and Norway are not far away. I saw some data on STC entering Slovenia (might have been Slovakia) and that puts the option of Poland on the table, at that point Saudi Arabia has a clear path from the South of Europe all to the far north. And with that on the road, Huawei will have negated a much larger win, it took them some time but with this in place America is out of the race in Europe. All that bantering of fear mongers (never showing any evidence) and now these players will succumb to a much larger setting. Mind you, I am speculating. I have no evidence of this. And when we consider that IBM and Cisco are also on the list, the internet overhaul could become a lot larger. We say ‘it won’t get this far’ but the stage where they could be replaced by other players There is a Chinese version of Cisco (not sure how that words), but the stage becomes that Huawei and STC would have a clear path taking over servicing the European population of 449 million people in the EU. It is what I would attempt to do and America losing 120,000 people to ‘streamlining’ businesses will not help. So what happens next? Well if this impacts Telecom in Europe, especially a well maintained network, America will lose more and more and now they have no data to look into, that implies that Google, Meta and Microsoft will get less data and that will hinder their actions in the long run as well, especially as the Department of Justice is seeking to slice and dice Google. In that setting Huawei and their Harmony OS NEXT will get a great option and as that vibrates through the Middle East and Asia, Huawei will get the sweetest revenge on America to start. In this setting (as I personally see it) Germany and France will soon count the chickens they have and the eggs coming from this setting. I feel that Germany will turn first, but that might merely be my view on the matter. 

What is a given is that this is merely a setting as I see it (optionally very wrong), but as Saudi Arabia via BRICS makes more inroads into Europe, America will essentially lose these income streams. And that is the beginning of the end for America and its $35,000,000,000,000 debt. There is every consideration that more then 20% loss of revenue implies that America can no longer pay the interest bill. A setting I saw coming a mile away (5 years ago), so I do not see any hindrance to this scenario (which doesn’t make it correct).

And in all this China is seeking ‘revenge’ on the accusations America spouted and Saudi Arabia is aiming to become a technology hub and they are well underway to make that so.

So in this day and age of redundancies, there is a larger group of people almost desperate to find a new gig and there these two players can find all kinds of people ready and willing to give their new employer the best that they had. Will it be so? Time will tell. 

I want to congratulate Vancouver as they join us on this Sunday and the rest on having an equally fine day.

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September 29, 2024 · 22:23

The first stage in a setting

This is the first of two, the second is of a much lighter sense, as such I am leaving this for desert. The first one (this one) is heavy and will offend a whole lot of people. I have stated this opinion before, but that stage got back in my mind after I saw this article (at https://www.middleeasteye.net/news/saudi-crown-prince-personally-doesnt-care-palestine-issue) where we are given ‘Saudi crown prince said he personally ‘doesn’t care’ about Palestinian issue’, it sounds nice. We are then given “Saudi Arabia’s Crown Prince Mohammed bin Salman told US Secretary of State Antony Blinken that he does not personally care about what he referred to as the “Palestinian issue”, according to a report in The Atlantic.” I do Care and as the foreign Minister of Saudi Arabia (Prince Faisal bin Farhan Al-Saud) tells us “Saudi Arabia’s top diplomat on Thursday announced the launch of a new initiative to establish a Palestinian state and garner support for the implementation of a two-state solution after decades of international efforts failed, leading the region to the brink of an all-out war”, which several sources told us including Al-Arabiya (at https://english.alarabiya.net/News/saudi-arabia/2024/09/27/saudi-arabia-announces-new-global-coalition-to-establish-palestinian-state).

My view is that I have nothing against the establishment of Palestine, but it does urgently require the eradication of Hamas. Hamas is a hate only party and sooner or later they will abide by the ‘requests’ of Iran and hit Saudi Arabia and the United Arab Emirates. Iran wants to be at the head of the table, or they will ensure that no one will sit there and destabilisation continues. That time has passed and Iran still depends on Houthi and Hamas to bring their point across in the most violent way possible. Now that Hezbollah has been carved into pieces by Israel, Houthi terrorists will think twice on continuing on a path where they ‘assist’ Iran in any way possible. And sooner or later (probably sooner) Iran will find a way for Palestinians or Yemeni’s to find a low paying jobs just to throw wherever they are (in the KSA or UAE) to foul things up. In simple ways that will demand long term repairs or even reconstructing parts that were already done and soon (either Saudi Arabia or the United Arab Emirates) will through ‘anonymous’ sources to get a larger seat for Iran at the table. This is not speculation, it is presumption based on the actions of Iran over the last 20 years. And as such The eradication of Hamas is a given need. When they fall away Iran has merely Yemen to fall back onto and that stops Iran (for now) in its tracks. As Yemen (read Houthi terrorists) sees what damage Israel did to Hezbollah and Hamas next, they will choose a non-violent path, especially when Iran stops taking their calls. 

I believe that there are options especially as Iran loses the two terrorist allies they have. I don’t think it will be the end of it, but I believe that stability in the middle east is essential to a better world and too many power players think that destabilisation is key to their wealth. That needs to stop. I know that it is merely my view and many will state that I am wrong, but as I see it, there are too many people having blind faith in Iran turning a page to a better future, all whilst this path has been walked by administrations for 3 decades. It is time to call it quits. We need solutions there and they need to be made by the right people. Oh, and for those that think that this isn’t essential. Remember that Hamas on 7 October 2023 initiated a sudden attack on Israel from the Gaza Strip. As part of the attack, 364 individuals, mostly civilians, were killed and many more wounded at the Supernova Sukkot Gathering, an open-air music festival during the Jewish holiday of Shemini Atzeret near kibbutz Re’im and they took 40 people hostage. As far as we know from those 40 hostages, 14 of the hostages are still being held captive. That has been the focal point for Israel. And the setting that we see with the ‘proclaimed’ 40,000 deaths and it was clear months ago that Israel stated ‘Let our people go’ that is what Hamas pushed for and now that Hezbollah has lost pretty much the complete top of their structure (pager by pager) Iran is worried and so should Hamas be. I get that Saudi Arabia wants to stand by Muslims and that is something a lot of people understand, but it does require the eradication of Hamas. Hamas did this to themselves on October 7th 2023. Saudi Arabia (as well as the UAE) need to focus on stability for the middle east and in this case I count Egypt as a middle eastern player. Egypt will be important to Saudi Arabia down the line with 5G advancements as well as the fact that 111 million Egyptians are a great goal for the Saudi Broadcasting Authority, they could largely increase their visibility, moreover, it would allow Egypt to broadcast to Muslims in Spain, France, Italy and Greece. And from there, optionally to more nations in Europe. But that is merely my insight lacking view on the matter. OK, it has a personal view. As more islamic people get connected to streaming TV and streaming solutions, my script ‘How to assassinate a politician’ might actually be released at some point (my ego tends to seek solutions too).

It is almost Monday now. So have a great day and you will hopefully enjoy this Sunday.

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May 27, 2024 · 06:54

Where to spend it?

I saw a report on the CNN site a few days ago (at https://edition.cnn.com/2024/05/23/politics/senators-trudeau-letter-defense-spending/index.html) Now, I get it, every nation needs to get their defence correctly. However with the message ‘US senators write to Canada’s Trudeau asking him to meet 2% GDP defense spending commitment’ and the 23 senators may have a point, we all have to carry our weight. But I believe that the US is expecting Canada to hand that money to south of the border. I am not on that horse. I think that Canada, if spending anything that is essential will turn to the UK and Australia first for their needs. The question isn’t merely what not had been bought. They question becomes “What needed to be bought?” I don’t have those answers. And Canada does not stand alone. In all this Spain, Turkey and the Netherlands are on the same horse and the pie of revenue is dwindling down, it means that there are more hungry mouths to feed. This means that there are options is both the Commonwealth and the EU. I wonder when these 23 senators start realising that their defense revenue might be in jeopardy. In this age of economic stress, just handing it over to the US might not be the wise choice. If possible Canada should consider the UK for initial choices. The US sets up the 2% clause hoping that it will come to them, but that is not a given. No matter how this works out. These nations need to set a stronger manifest on what is needed and on what is required. Now, this is hard because defense elements aren’t really public information, but the fact that 23 senators give a letter with the underlying “they believe Canada — unlike other nations — does not appear to have a plan in place to hit the target, a congressional aide explained.” I have to ask what evidence is there? And the fact that a US congressional aide comes forth with this is secondary. So how did this get ‘leaked’ to CNN? Do Canadians know how their defense systems fare? Just a few questions that come to mind and I wonder what plans are set to those F-35 Canada ordered earlier. 

It is not enough to consider that 2% needs to be spend, the question becomes where to spend it and on what.

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May 18, 2024 · 21:43

Thoughts

As I am turning towards Engonos and some of the embellishments that I should incorporate I also am reminded of something I wrote in March 2017 (at https://lawlordtobe.com/2017/03/17/the-finality-of-french-freedom/), yes that long ago I made predictions, all based on common sense. And now we see in the first Deutsche Welle (at https://www.dw.com/en/germany-faces-challenge-as-2025-tax-forecast-sinks/a-69102992) where we are given ‘Germany faces challenge as 2025 tax forecast sinks’, this sounds like a trivial matter, but if the first economy will have issues with paying for its infrastructure, the entire mess becomes a problem. So we are all given “Finance Minister Christian Lindner said it was clear that the public sector would have to tighten its belt.” And it is followed and pretty much epilogued with “What I repeat almost like a mantra in view of the exorbitant political wishes is now available in black and white: There is no new financial room for manouver in the foreseeable future.” 

There are a few sides to that. I the first Russia loses an enemy, a lame duck that is part of the EU. Germans has no moves left. The second one is ‘France faces four major economic challenges in 2024’ (the FT article was behind a paywall) and this one is found (at https://www.euronews.com/business/2024/01/23/france-faces-four-major-economic-challenges-in-2024) is is a little older but as the economic belt of France is tightened dark clouds are forming. They have one advantage, the 2024 Olympics will bring money. How much? Is anyones guess. France has problems with manufacturing, The Chinese markets are not dishing out dough for French items like wine. And behind this is “The extraordinary debt levels across the major economies in the world pose a risk to France, too, as it faces the threat of an austerity budget which directly impacts the financial health of households and consumers.” We get the ‘quote’ “The French manufacturing sector remained low throughout the year, sinking deeper at the end of 2023. If output remains at the same level, there is the possibility of a “technical recession” within the sector”, when the media starts adding ‘technical’ to the story, you know that there is a problem. To put it mildly blunt, there is for example not a technical pregnancy. My penis entered her vagina and I came. She turned out to be pregnant or not. Nothing technical about it. You can dwindle numbers around all you like, but in the end there is a recession or there is not. These two stories matter, especially when you consider the first one I wrote in 2017. There I set the EU like a pontoon, kept in place by 4 anchors, they stop the the pontoon being thrown around in the economic sea of uncertainty. 27 people on that pontoon, 4 of them were manning the anchors. These was the UK, France, Germany and Spain. Now, the UK left and both France and Germany are in a difficult position. So it come down to Spain who is not doing too well either. I saw this in 2017, but the media kept on playing its game on populism, so who looked out for the overall health of the EU economy? 

As you can see (based on Q2 2023 data) That the EU debt is partially driven by France and Spain, the UK is no longer part of the equation. The EU is in a dire position. And whilst we get jolly news all over the fields the direct problem is will the US sell the EU down the river, or will the EU chisel its marks in new ventures? Overlapping the fields where the US was sole choice. That too I set out in the past. The simple consideration is that if the world is a cake and the cake is almost none growing, the population growth and the debt growth implies that there is less to be had and you know the issue with shortages? People go hungry, the population loses it humanity because it is the era of ‘me’. So whilst we consider that different choices needs to be made, the old setting under Wall Street and the US will soon become a field of Commonwealth, Brics, China, and the Middle East. In all honesty with all the messes the US is creating none of them have a use for them. It sounds harsh but that is the reality. In a land where we have 10 people and 7 meals the hungry will not care who is humane or who is woke. 7 will eat and three will not. It is not a nice setting, but the realistic one. There were options for energy and housing all by Elon Musk. Are they true, are they false? I cannot tell. It seems to be limited to Youtube and TikTok. The media as far as I can tell have not touched it. So where is the media? Are they now governmental tools? Consider the fact that nations have an issue with homelessness. So would this Musk solution help? Would this take pressure of the stress? France, the Netherlands, Australia, they all have issues but no one seems to tackle them. This matters because when the economic drivers come calling on the EU the other settings becomes huge. And the media is doing way too little about it. Why is that? 

Just a few thoughts that came to mind on this Saturday.

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February 12, 2024 · 04:18

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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February 6, 2024 · 00:51

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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