Tag Archives: tariffs

May 9, 2025 · 11:54

The end of defense

That is the setting that SBS (at https://www.sbs.com.au/news/article/australias-big-question-in-donald-trumps-movie-tariff-threat/apjiwwsr0) invites us to consider. You see, in the eyes of the ‘true blue’ democrats, the message becomes You cannot set the stage to an orange overtly bully baboon and perhaps they actually had the right notion. At some point it is pointless to merely play the defensive stage. In Pencak Silat I learned decades ago that defense without offense if pointless and offense without defense is useless. So it is time to up the game. No matter how stupid the actions of President Trump are seen, the game needs a boost and he gave us the perfect reason. And as ‘their’ presentations give us, California is at present the richest area. As such the link gives us ‘Australia’s $767 million question in Donald Trump’s movie tariff threat’ there is an upside and a downside. You see, the Commonwealth might see this as an opportunity, consider the Australian acting community (Hugh Jackman, Chris Hemsworth, Cate Blanchett, Rose Byrne and many more), the Canadian (Ryan Reynolds, Nathan Fillion, Sandra Oh, Sarah Polley) and many more and last but not least the United Kingdom (Tom Hardy, Idris Elba, Tilda Swinton, Kate Winslet, Emma Thomson) and many many more, Agree that they will no longer work in American productions. They will seed the field for each others areas. So how long until the investors back away from America and Hollywood? How long until DC, Marvel and other franchises build their own studios (likely in Canada) outside of the US? 

It isn’t fair on these people, my view is that they made with one film more than most people will ever make in their life. (I should know as I hoped that Matt Damon would pay me $3,000,000 post taxation for one of my scripts and I have always prided myself of being a fair return on investment). Still it is not really fair on them, but it is an offensive move and it is one I just came up with. I reckon that Canada and Australia have the ability to mirror the English setting and create two distinct area of expertise. If America gets desperate they could always fund the Nigerian movie industry who is almost dying to expand. 

At this time (if enough people agree) America will get the White House under control with their desperate tariff settings. Consider that this President has shown to be a dictionary of two words (golf and tariff), as such I believe the time has come to start becoming proactive, this defensive actions to knee jerk reactions from Washington is upsetting the balance of established settings. The world is in too much trouble. At times this seems to be set to a old  premise that a comedian gave us (I forgot his name). “Lets put all the extremists in one room, the extreme right and the extreme left and let them expire each other”, it is slightly radical but in this day and age it might just work. 

So consider “This week, Trump announced he would be pursuing a 100 per cent tariff on all movies “produced in foreign lands”” next, consider that the bulk of the American movies get over 50%, sometimes as much as 70% from foreign lands. So should that be lessened by these tariffs? It is easy to think that it is all America, but that isn’t true. When all these non-American movie theaters pull their American settings, California becomes less in income than most other states and they still have the producing costs coming their way. In that time Canada and Australia grow their business and grow with aid from the UK. Then consider all the movies based on non-American scripts and novels. The setting enhances against America. A setting I saw within 600 seconds, so why aren’t the game play makers in politics? 

Is my plan flawless? Never a lessened truth was that obvious, there are flaws which starts with the national movie industry, but it might be a first step in getting President Trump of all our backs and that is never a bad thing.

So as we seemingly embrace ““The movie industry in America is dying a very fast death. Other countries are offering all sorts of incentives to draw our filmmakers and studios away from the United States,” he wrote on his Truth Social platform over the weekend.” Is that our fault, or is that the fault of free driven wannabe’s in Movieland? I seemingly might be one of them with my script (and 3 more on the road to completion, which is a story for another day). Consider that at present is set to “The number of movie scripts registered annually varies, but a rough estimate is around 50,000 screenplays registered with the Writer’s Guild of America each year.” All whilst a mere 350 make it to the screen. So is this a numbers game, or is it a quality game? 50,000 scripts implies 136 scripts a day are pushed to some producer pool and they are tired, going for amounts, not for quality. All hoping for a next dime, but there is always a snag hitting up and they wonder why America’s movie industry is dying? I reckon that Netflix, Disney plus, and others aided in that impeding death.

It is time to up the ante and nationalizing our acting guilds, movie producing guild and studio guild might be the way to go go about this (might is the operative word) but the tariff game is over, apart from the small fact that America might be already too broke to consider another matter. Oh, and I never took the Korean or Japanese market in consideration, so the problem is worse for America. As I see it, the offensive game might become the way to go, even if it is the only way to consider that whomever gets into the White House has a much larger vocabulary and ‘tariff’ is not one of them words. 

So feel free to disagree, but consider the setting the UK market has had for decades, Canada and Australia has shown to grow it in the last few decades and consider the stars you revere, are they all American? 

Have a nice day, a great one if possible and reconsider the setting you are confronted with, what is the actual solution? I am not sure what is.

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May 3, 2025 · 02:25

Where is the gem?

That is the setting I am faced with. You see, like McCarthy had his Russian phobia, Trump is now delivering the Chinese phobia, also known as the yellow fear. We can argue how right McCarthy was in light of the events from the last few years (and a decade before that), But as the yellow fear is grasping America, the question becomes, is it a valid one? I am not denying that there are issues, the larger setting is now on big tech. You see Apple known for its multi trillion dollar value is now under the hammer. The article (at https://www.bbc.com/news/articles/c86jx18y9e2o) gives us ‘Apple says most US-bound iPhones no longer made in China’ the issue is not that they aren’t made in China. The stage becomes where are they made now? At present Apple is giving us that “It comes as the technology giant estimated that US import taxes could add about $900m (£677.5m) to its costs in the current quarter, despite Trump’s decision to spare key electronics from the new tariffs.” Yet as I see it, the focus is in the wrong area. It is not where it is build now, the question becomes “At what loss?” And it is not money I am speaking of. These plants are Chinese in nature (as far as I can tell), and now we get a very new stage. No matter where they are set. China might not like it that certain IP manufacturing settings will leave China, which would be an acceptable move. Not for Apple and the losses they will receive because of it, and there the tariff war takes another bite out of the meat that is American Revenue. I am not stating that this will be great, but even at a mere 2% loss of quality it will impact numbers and it will hit Apple’s customer satisfaction. A simple setting that will impact the Apple revenue bottom line and it will be more than dollars. This could (could being the operative word) impact customer care numbers too. A whole new area for Apple to maneuver against the economic currents it is fishing in.

As Timmy the Cook gives us “He also said Apple is shifting its supply chain for US-bound products away from China, but it is India and Vietnam that are poised to be major beneficiaries of that move.” It is the setting that I fear, as China is pushed out, whomever gets the new ‘victory’ is likely to be no more than 95% of what China delivered and that impacts, so even if there is merely 1% impact (I fear it is larger) it impacts numbers of produced iPhones, as well as the QC of the product. So not only will Apple see less results, if this holds up the loss of quality (with an impact of more service patches) will upset its customers to no end and the speculative result is that this more merely impacts the need for a Huawei phone (I would be OK with the jump from Apple to Google), which will feel good for Google, but Apple will not be pleased. 

So as we consider “China will remain the country of origin for the vast majority of total products sold outside the US, he added.” With the setting that Made for America will not have the rosy stage that President Trump is hoping for. I might think that Apple will not like it either. And with “However moving production lines to India will take time and significant investment, costing billions of dollars”, with the added “Apple have said they want to invest $500B over the next few years.” And that still comes with my speculated expected loss of quality, a setting that Apple never wanted, or never opted for. 

So what is the real threat? Is it China or has it become President Trump?

Even as the Financial review gives us ‘Apple and Amazon have no idea what’s coming’, I myself don’t agree. They are very much aware that they know. The American Administration howling like little puppies that Amazon was making moves to give their customers a look at what the tariff was doing to their goods with ‘Donald Trump slams Amazon’s rejected plan to display cost of tariffs on goods’ (source: ABC News) I wonder when people will figure out to ask questions from an administration bend on hiding additional charges (to customers) and consider that the quote “US President Donald Trump has labelled a reported plan by online retailer Amazon to display the cost of US tariffs on its products as a “hostile and political act”.” Is clear evidence that this America Administration is all about a lack of transparency. It is the statement from Shanti Kelemen, chief investment officer at M&G Wealth where I have issues. I do not deny that her statement is true, but lacking “There will still be tariffs that impact the supply chains [for Apple] and a cost to move them and build new factories” It took years to get the Chinese factories to work at the level they are now working at. The other factories will have to go through all these pains to get them running and that is before you consider that there would also be staffing issues. China and India have different settings in mental achievements. So the pain for Apple is merely beginning. 

A setting that the bulk of people are overlooking, I wonder why.

So as Amazon scrapped the tariff mention on its pricing, the call was heard by a lot of people and they are now looking at Temu and Alibaba. Alibaba mentioned a net income up by 237.53%. Today the Alibaba group is up by 3.83%. I cannot say how much of an impact the tariff has had there, but as others are merely scraping by and some are even reporting losses, the view on Alibaba might not be seen as a good thing, yet Wall Street seems optimistic about Alibaba (not that I know anything about that). 

So this is where the gem requires seeking. Is it still Apple? And there is a second setting. Will there be a larger call to reject the Apple for American markets? This is not easily answered because it is all depending on what is yet to happen. But Americans might be required to smuggle their new Apple devices into America. All because of a setting that the American administration itself is hunkering down on the lack of transparency. The one weird thing I am noticing is that the tariff solution is setting the minds of others towards what is the right path and at present it is not an American First item. And there is more bad news on the horizon (for America) as we seek gems we should be aware that Huawei is a much larger gem than expected. You see, Huawei is making larger captures revenue that expected. The headline ‘Indonesia is hooked on Huawei’ (Source: ASPI) is important as Indonesia is 3% of the planet. This might not seem much, but it gives Huawei larger importance to get into Bangladesh which gives them another 2%, so in a few short weeks Huawei gets an improved 5% goalpost. They already had visibility all over the Arabian peninsula and as Egypt is becoming a larger slice of their business, we see that America basically lost out of a 7% market share. As I see it America First is having a few corners they slice off from themselves. As these stages are evolving and the setting for Europe changes, as America is fumbling the ball. They are now ready to ignore American ‘advice’ and reopen doors with Huawei (likely with conditions) and as I see it Huawei is likely to respond favorable to that. As I see it, the game is changing andAmerica is losing several base stations in delivered ‘revenue’, a state that was almost unimaginable  less than a year ago. That was shown a mere two months ago with ‘German telcos pool efforts to retain more ‘open’ Huawei – sources’ and as this is realised, the rest of Europe is likely to follow, at least the EU is. 

The gem were not the tech companies, they are found where these companies were not, mainly through the pains given to these companies. Apple was not the focus, the companies that profited by the pain given to Apple. The moment you see that, is the moment that you realise that this chaotic setting is giving Chinese companies the open doors they were waiting for. I have no idea what Russia is up to, but this reminds me of the Toshiba settings. I wonder if this is what was supposed to happen, but no matter what. It seems that Huawei is profiting because of this. And with HarmonyOS now at version 5, Apple and others don’t only have to deal wit Android, they now have a competitor in HarmonyOS devices. This is a time to remember the words of Richard Yu who stated that all Huawei devices the company will launch in 2025 will be powered by HarmonyOS Next. You might have forgotten that, but I did not. So as Apple and Google were given settings of diversification, Huawei combined all the strengths they had and that will also impact market share. 

So as some will be given and accepted that the gem is America First. Others might not agree with that and as some sources are diverted Chinese corporations are now focussed on Asia, Arabian countries and Europe (through TAWAL). A setting I warned for almost two years ago and now it is seemingly happening. So where were these captains of industry?

Have a great day and enjoy the smell of coffee in the morning.

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April 30, 2025 · 04:03

Omitted resources

That is the exercise of this morning. As Reuters treats us to a story (at https://www.reuters.com/business/energy/uaes-adnoc-supply-us-lpg-india-following-china-us-tariffs-sources-say-2025-04-29/) giving the reader ‘UAE’S ADNOC to supply US LPG to India following China-US tariffs, sources say’ A setting I saw coming a mile away. As we are given “The move will enable ADNOC to ship more of its own LPG to China, where buyers are paying higher premiums to replace U.S. supply after Beijing imposed steep tariffs on U.S. goods, and reduce LPG costs for India, the world’s No. 2 importer”, so I saw this and the high payed economists in America did not? In my story ‘War of trades’ (at https://lawlordtobe.com/2025/02/01/war-of-trades/) I gave on February 1st (almost 3 months ago) “We set the same to India who exports oil to the United States. Set that to Europe (to a much larger degree) and all its Commonwealth allies and America suddenly gets a much larger problem. Well they can import it from Venezuela and Russia I reckon. So, how is that going now President Trump?” This setting was oil and it was from India, so now we see that the UAE is replacing America with India as a new destination. So for America it is no longer about revenue, it becomes a lack of resources as the UAE is now shipping more of its own LPG to China (via India). It is the cumbersome situation involving tariffs. It almost seem like a new puzzle game, not unlike mixed currency deals on the internet. And now (as I see it it) America is losing more than one side in this. So as we read “ADNOC, through its trading units, has agreed to supply some U.S. LPG cargoes to India refiners under the annual contracts from June-July, said sources” as I see it, America is losing tariff revenue that ay and this is merely one step towards a new setting where America is replaced as a resource, and this also means that the political and diplomatic powers of America is dwindling down. In this way the UAE is gaining power both political and diplomatic as India is reassessing what allies they have and who no longer seems to be an ally. In this tariffs will get cumbersome on more ways then one. Soon America is losing additional revenue streams, because this setting is merely a first step. When China sets up new stages with Europe and the Middle East America can go bobbing for apples all they like, but it seems that the apples are being replaced and that sounds a lot like the old premise of murder. Segregation, Separation and Assassination. The stage that we see was made by America, they merely didn’t consider that it could be used against them and as I see it, both China and Russia like the new setting immensely. As I wrote lately that the interest on debt is costing the annual tax revenue to be 15% less, so the belt was already being tightened and now the revenue streams are missing the point they needed to make and another 10% will diminish. So how long until the American economy can no longer afford it? We can believe what Irwin Stelzer (The Times) told us that America’s economy is good. But as CNBC gave us yesterday ‘Empty shelves, trucking layoffs lead to a summer recession in Apollo’s shocking trade fight timeline’, then we also got a few hours ago ‘Port Of Los Angeles Warns ‘Difficult Decisions’ Ahead As Shipments From China Cease’ (source: Investor’s Business Daily) and 17 minutes ago CNBC gives us ‘Pfizer CEO says tariff uncertainty is deterring further U.S. investment in manufacturing, R&D’ as such, how much more bad news do we need to see before people in media start considering that the economy of America has gone topsy turvy?

And in the meantime as the Commonwealth is strengthening their walls the group of five might soon have one less member (yes, it is America). As such the new costings for the CIA will drastically alter and as the NSA is equally losing access to international intelligence the stage becomes how much money is America willing to pay for less reliable data? 

As such we get a new stage of omitted resources. America is losing revenue in several settings and the outcome of that is not really visible, but it will cost a bundle. A lot more than the tariffs are bringing in. In addition to that they pissed of the largest ally they had for decades and as such are losing more ‘friends’ as they are equally hurt and these ‘friends’ are willing to row it alone without the two dinghies called CIA and NSA. As such more power, revenue and friends are lost. But feel free to think it is all honky dory. And that changes when oil will g missing, so will America keep on selling their own oil, or is that a new revenue stream that will become largely lost soon enough.

You know, I am hesitant to blame President Trump for this setting. The question becomes who pushed this agenda? Are these elected officials blind, or will we see soon see articles with titles like ‘He bullied us and we were afraid’, I have no idea. Just floating an idea here. And when we have added these facts as well as add the fact that the The Arab Weekly gave us yesterday ‘Trump further strains Egypt ties by calling for US ships to cross Suez canal ‘free of charge’’ the story (at https://thearabweekly.com/trump-further-strains-egypt-ties-calling-us-ships-cross-suez-canal-free-charge) gives us ““American Ships, both Military and Commercial, should be allowed to travel, free of charge, through the Panama and Suez Canals!, ” Trump said in a post on Truth Social.” Its was the only source I saw, so keep that in mind. And the response in the same article was “Egyptian MP Mustafa Bakri criticised the remarks, describing them an “attempt at blackmail.”” Do you still believe that America isn’t close to default on all their loans? I wonder who will survive that 36 trillion bad bank setting. 

So, you all have a possible great day and relax if there is still coffee on the shelves. And don’t forget the former governor of the Bank of England works for the Commonwealth, well, actually he works for Canada, not America. Ciao!

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April 20, 2025 · 23:27

Rollback

That is the word of the day, I have always had that word in my vocabulary. The setting that any solution o programmed in Clipper had the setting for a rollback. This is how I grew up (growing up in the Clipper age was a little weird). You see, I had two settings. The first was the data didn’t change and as I was a ‘little’ verbose with my data creation there was the option of registering a data version, so that was the setting. We needed a rollback in several situations and that is where the setting ends. You see, today I got to see a few news lines. 

First there was Reuters (at https://www.reuters.com/business/aerospace-defense/boeing-jet-returns-us-china-victim-trumps-tariff-war-2025-04-20/) giving us ‘Boeing jet returns to US from China, a victim of Trump’s tariff war’, now that is a scrumptious hotdog to say the least. At almost $100 million, according to one source, that is a delicious snack to say the least and as we are told. China send it back. The tariff could cripple Xiamen Airlines as the tariff is 125%, and even as Reuters give us that the plane is a mere $55 million, we can say that the price difference is a little too much to be acceptable, the larger setting is that several players are trying to dam in the losses that are projected to become American losses. 

Most of us will have seen the trade agreements that China made with Mexico, so there is that. Then there is the setting we see at where Business Insider gives us the setting that ‘Some Canadian Stores Are Labeling US Imports With a T for ‘Tariffs’’ (business insider put it behind a paywall, so that’s all you get. And only three days ago I saw the headline ‘China’s Strategic Pivot from US to Canadian Oil Imports’ (at https://discoveryalert.com.au/news/chinas-pivot-canadian-oil-imports-2025/) I cannot vouch for this source, yet in that setting we are given “Data reveals Chinese refiners have slashed US crude purchases by approximately 90% between 2023 and 2025, redirecting roughly 1.2 million barrels per day (bpd) toward alternative suppliers, with Canada capturing a substantial portion of this market share.” So the first step to a change has been given and I foresaw these changes even as I never knew about the oil. So as I see it, these changes show billions upon billions in losses for America whilst we see damage to their export, their revenue making defense industry, their tourism and we can go on a little longer. Wouldn’t it have been great if America had a rollback setting for their elections? 

So as Goldman Sachs gives us “The decline in the world’s reserve asset during an episode of elevated volatility comes as investors are increasingly focused on the US’s growing debt burden and other countries are also increasing their borrowing. “Markets are dealing with a lot of competing factors right now — fairly significant drivers where it’s hard to trade all of them at once,” says William Marshall, head of US rates strategy in Goldman Sachs Research.” Really? Only now do we see “investors are increasingly focused on the US’s growing debt burden”, that’s about 4 years too late, but whatever. I saw (and reported on this danger for a few years at least). If the EU, Japan and China dump their bonds (that will be an expensive exercise) the value of the Dollar doesn’t just drop, it ends up having getting a CCC− grade (to give a mere view on the matter). At that point the imminent suicide risk will spike all over Wall Street (a clear but reliable speculation).

I reckon that the one dropping them first gets the best value for it, but after that it will be a quick fall to the luxury value of zero. But it is not just America, the bonds of the EU and Japan will face a similar risk, America is merely the highest as someone thought it was a great idea to introduce the tariff game to their economy. Global News told their Canadians ‘Avoid U.S. travel if possible, Canadian academics are being urged’ with others following in similar settings. The Detroit News gives us ‘Avoid U.S. or take burner phones, Canada executives tell staff’ and there are more sources that give us that, with the added “Arrivals of noncitizens to the United States by plane declined by nearly 900,000 people, almost 10%, in March from a year earlier, according to data from the U.S. International Trade Administration. Travelers are reacting to President Donald Trump’s trade war and to stories of harsh detentions at U.S. airports. Border figures show 4,970,360 came to the U.S. from Canada in March 2024. That number dropped to 4,105,516 travelers a year later. More visitors reportedly traveled from Canada to the U.S. in March 2022 under pandemic-related travel restrictions than they did last month.” I think that Canada is the most likely of number drops, but I reckon that it is not the only one. So as I see it, the danger is not only to Tourism, but business travel too and in that case, hotels in all the major cities in the United States will report on losses of 10% or more, so what does that mean for the value of Marriott International, who operates 9,361 hotels worldwide as of 2024. In addition there is Hilton who operates over 8,400 hotels worldwide. I have no idea how many they operate in the USA, but these are merely the two larger players, especially in the business travel setting. So how many businesses are under the hammer because of this situation? And now as Canada is growing closer to the Commonwealth and they will protect their bigger brother (Canada is 9.985 million km² and the UK a mere 243,610 km²) OK, Australia is 7.688 million km², away highly smaller brother than the United Kingdom. But that setting now gives us that these business meetings are likely to be held in the United Kingdom or Australia. Hilton and the Marriott will still get their coins, but the underlying issues will hurt America to a much larger degree. And as this escalates over the next month or so, the damage to America will increase. Additional damage as China and India rolls in as expecting ‘saviors’ to Saudi Arabia and the UAE will change global politics and global economics to a much larger degree. India will get new options to get additional Pharmaceutical products sold to Saudi Arabia and that is another slice of a billion dollars. Then we get the UK, Australia and Japan hammering on improving their slice of Optical, photo, technical, medical apparatus, as such the American slice of $1.39B will decrees a lot more. All this started with tariffs and basically this setting was staged by President Trump. I merely wonder what got into him to drive America to the edge of insanity (and bankruptcy). What a miss that politics don’t have rollbacks and I reckon that the lawmakers in America will push for a larger change of settings, because I am certain that the Republicans are desperate to see this damage undone and it is me personal believe that they will accept any other politician, even a democrat to undo the damage they are seeing right now.

A mere 21 hours ago we got (at https://jakartaglobe.id/business/indonesia-seeks-stronger-trade-ties-with-eu-australia-to-offset-potential-us-export-losses) that Indonesia Globe gives us ‘Indonesia Seeks Stronger Trade Ties with EU, Australia to Offset Potential US Export Losses’, which is fine by me as I love the Indonesian version of Bami Goreng with Saté Ajam with peanut sauce. The best dish I ever had, even now after a decade, the scent penetrates my nose, even as I haven’t had it in over a decade. So I am looking forward to stronger ties with Indonesia and I kinda miss the spices we had in Batavia (my weird sense of humor). But the stage is drawn as more countries seek replacement for America, their tariff becomes their setting for isolation and Australia will be happy to have ties with a country that has 281.2 million potential consumers. I already gave the premise to Saudi Arabia as they have access to something Indonesia desires. As such there are more players to take over the places that America is about to lose and lose more of them. Next in line are the international students who will seek safer places to be. In this Canada, the United Kingdom and Australia have good chances as they all have great places Oxford, and Cambridge might be the first you think of, but not everyone can afford these places. There is till the University College London, University of Melbourne, University of Sydney, University of New South Wales, University of Toronto, University of Manchester, University of Technology Sydney, University of Southampton. These are merely a Commonwealth grasp of those who are in the top 100 and I reckon that the losses for America start to add up now. And that was merely the Ivy League, America has more good universities and now that the international students will seek education elsewhere, the economic picture of America will deteriorate more and more. 

Wouldn’t it have been great to have some kind of political rollback in place? 
Have a great day and consider where you need to set your focus to next. 

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April 16, 2025 · 23:37

Food for thought

I knew I saw it correctly, or at least I think I did. Greed is eternal and it is always on the edge of what others think is ‘creatively sneaky’ or merely ‘adaptable innovatively wealth bringing’ it is what we can see (to an extent) as the new ‘nouveau riche’ or what some call “people who have recently acquired wealth, typically those perceived as ostentatious or lacking in good taste” and I would add to that part ending with “in good taste” with “in good taste and lacking proper ethicality” because as some will deflect “insider trading” it might be harder to prove as insider trading is hard to reflect on settings that are a mere speculation of a situation and that is where we get to the article that USA Today gave us on April 14th 2025 (at https://www.usatoday.com/story/news/politics/2025/04/14/marjorie-taylor-greene-stocks-trump-tariffs/83087826007/) and that is where I get to my article ‘The fifth branch’ (at https://lawlordtobe.com/2025/04/08/the-fifth-branch/) which I wrote nearly a week earlier on April 8th where I wrote “The entire tariff setting never made sense, unless it was by design and tariff on a Mc Donald Island (with only one CIEIO) and a lot of penguins, so that the President can claim medicine imbalance. In the meantime unknown ‘friends’ of his when the markets are at their lowest, buy what they can.” With the added “Even at 1% that is 30 billion and I doubt they will make that much, they will make enough to have their dream retirement at 40-50, something they never thought possible ever. But there you have it and the larger setting is that when the dust settles most offices cannot investigate as too many offices has lost their staff. A weird but not impossible setting.” And now almost a week later we get ‘Marjorie Taylor Greene bought stock before market jumped on Trump tariff pause’ with the subtext “Less than four hours before pausing for 90 days the individual nation tariffs on April 9, Trump told his followers on Truth Social, “THIS IS A GREAT TIME TO BUY!!!” The White House said the post reflected the president’s responsibility “to reassure the markets and Americans about their economic security.”” I don’t sound so crazy now, do I?

So when we consider “That same day, Greene − one of Trump’s closest allies in Congress − bought between $10,000 and $150,000 worth of stock in companies such as Adobe, Apple, NVIDIA, Palantir and Cummins. The day before, on April 8, Greene had purchased another $11,000 to $165,000 of stock in Amazon, FedEx, JP Morgan Chase, Lululemon, Nike, Qualcomm, Tesla and other companies. She also sold between $50,000 and $100,000 worth of U.S. Treasury bills.” Doesn’t it sound nice? So, how much money did she make? And how many others followed that example? The new ‘Nouveau Riche’ are likely to be all MAGA Americans, what a way to throw the new directions into a less credible direction? And this gives me pause to consider a much darker setting for America. You see, if Russia and China figured this out, then they see that the America administration had become greed driven and that is a very predictable setting. I saw this a week before the papers (USA Today) caught on and when did the others catch on? So what do China and Russia have planned? As this plays out they could set the premise to a larger scale, merely as I foresaw that Greed is predictable. So as we also get “Members of Congress have up to 45 days to disclose any stock purchases, which means other members of Congress may have also bought or sold stock shortly before the president changed his tariff policy but have not yet disclosed it.” And as I see it the statement of “The purchases, made public in a federal disclosure on April 11, come as Democrats call for an investigation into whether Trump participated in insider trading.” It is my believe that the laws might not suffice as the law never considered a President setting the premise we just saw. So was President Trump the fool, the baboon (as some call him) or was he deceitfully clever? I let you decide on this and make sure you realise that these market crashes were seemingly set in motion to change the power of money where it wasn’t before. 

And before you call me crazy, I predicted this danger before it happened and as USA Today now gives us, it apparently did happen.

So have a great day and realise that some will have a great day at the expense of others. In the meantime I gave Canadians three days before I wrote ‘The Fifth Branch’ in the story ‘A political game’ (at https://lawlordtobe.com/2025/04/05/a-political-game/) where I give the Canadians a free idea to create a video game and as such one person (or one team) gets a chance to create a video game. A game that might make them some money the old way, through innovative thinking. No markets needed to be manipulated. 

So have a great day and as I end my midweek in 29 minutes. Vancouver still has 18 hours to make the most of their midweek.

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April 6, 2025 · 20:39

The color of grass

The CBC just alerted me to something that kind of slipped my mind. There is no reason why it didn’t was on my mind, mainly because I do not harvest for headhunters. But when I saw the story, I thought that it would make a lot of sense. The story (at https://www.cbc.ca/news/health/us-scientists-canada-1.7502527) gives us ‘Top American scientists just lost their jobs. Canada is rolling out the welcome mat’ the byline of this story is “Manitoba, B.C., Ontario looking to recruit top scientists from the U.S.” You see, as we read and know from the last few months “Health Secretary Robert F. Kennedy Jr. is aiming to cut 20,000 jobs at agencies like the Centers for Disease Control and Prevention (CDC), the National Institutes of Health (NIH) and the Food and Drug Administration (FDA).” So here we have Canada, United Kingdom, Australia, France, the Netherlands, Sweden, Norway and Germany seeking specialists of all kinds of people and as they were shown the exit by America, others will look happily to bolster their own sides with people that they couldn’t get before. As such Health Secretary Robert F. Kennedy Jr. will be getting several Christmas hampers, optionally a dozen this year. Even if he is under orders, there is nothing like governmental gratitude from these nations. Of the sidelines. I can advise these governments that the Hampers at Fortnum and Mason (at https://www.fortnumandmason.com/international-delivery-category) are the best.

As such we see an inverted version of the grass is always greener on the other fellows grave. We now (mostly the Commonwealth nations) are the greener grass. So as we see “One example: Dr. Madhukar Pai, the director of the McGill global health programs, told CBC News he’s expecting a record number of applicants for a new tenure-track job in his department, opening in the coming weeks. It’s a field hit especially hard amid sweeping cuts at the U.S. Agency for International Development that are slashing life-saving programs across the world tackling diseases like HIV and malaria.” As well as “Scientists overseeing cancer research, vaccine and drug approvals, public health and tobacco regulations are also among 10,000 already laid off. Public health experts say the mass firings could have catastrophic impacts for the U.S. and the world.” Here I say that it s more the US then the rest of the world. This is the first instance of an American brain drain. The second setting was the market crashing over the last two days, making these people accept other locations a little sooner than accepted. As we see that ‘Trump tariffs wipe $5 trillion off Wall Street’, we also need to realise that some of these people are hurt in their finances and they seek a way out of the uncertainty. So these people are roaring to be the first with a decent contract under their belt. So as we see “Kevin Griffis, a former CDC communications director, resigned in protest two weeks ago after three years at the agency. He said the mass firings were widely felt and could have unanticipated consequences. If the agency needed to hold a press conference today about a major public health threat, “there’s no one who even knows how to run the sound anymore. Because they fired the studio team,” he said.” That case alone will speed China to remove whatever options the other players have. With that setting consider Dr. Fauci joining a Swiss medical enterprise, and according to Kevin Griffis when Americans do not know what to do when a health crises arrives. So when the next ‘covid’ arrive, the people can rely on the treatments through President Trumps ‘advised’ Hydroxychloroquine, but when that fails? What then. Canada can get a setting to be the next best thing to the CDC, then there is the European Centre for Disease Prevention and Control (ECDC), and they are a little tired of the American tariff game and could slap a nice 25% tariff on that. The settings for America go from grim to deep black soon enough. Even now we get headlines like ‘Elon Musk backs ‘free trade zone’ between US and Europe’ (source: Al Jazeera) and that is merely for openers.

So whilst the Commonwealth replenishes their shorts on medical experts, America need to wonder what else they could lose. I am still of the mind that America is near to implosion moment of their debts and shutdowns are likely to happen, when that does, these first ‘evaders’ are is a much better position than any other American, even now as the 5 trillion write off hits the entirety of the tech corporation, some will make it, some others will make massive losses taking their home selling efforts almost essential and the billionaires who relied on their Bitcoin, need to realise that this currency is still a few percentage points. So Sergei Brin (all-father of Google) had $142.2 billion, now at 7% less, he seemingly lost 9.95 billion, not that much overall, still more than the 5 billion annual I had reserved for his firm as additional revenue (he dumped the Google Stadia, so that was that) and as Jeff Bezos seemingly lost 13.51 billion, my IP could set him topside in around a speculative 2 years. It is all relative as I see it. Still, this is not about me. As America is losing the handles on the world thought essential services, others will step in to make a move for themself (and I am no different). You see, as the issues evolve, we see scientists that were in unshakable positions, were suddenly shown the door and now as we see “Canadian provinces are already trying to attract American health experts suddenly out of a job. Manitoba is “rolling out the welcome mat” for U.S. trained doctors, nurses and researchers affected by the cuts, said Minister of Health Uzoma Asagwara in a statement to CBC.” And this is only the beginning. As some other fields are shown the cutdowns, we see other ventures all over Europe and even in the Middle East, they are smiling and wringing their hands as fields of opportunity are given to them. The Hollywood fires gave rise to the Dubai Media Group now getting their hands on several lucrative projects. No this is in no way the fault of President Trump, but these small kicks can become a lot bigger. They are not related, but these separate items can become related. As health scientists have possible connections to pharmaceutical corporations, the impact to the larger stage will be visible in less than two years, so consider that in two years the revenue now (which is expected to be $605-$635 billion on medicine in 2025) gets down by 20% (speculative number) in 2027. So what happens when $121 billion goes to other places (like Europe)? So we have Defense (2022-2026) went to China and Europe (close to 90 billion)  now presumption on pharmaceuticals $121 billion less, and the Middle East are now aiming for $10 billion handing that to others and taking that out of America. So how many hits can the American economy endure the loss of of revenue in added fields of revenue again and again. At present (as I personally see it) America needs to pay interest on 36 trillions, which is a little over 2 trillion, all whilst the tax revenue is around $4.92 trillion (2024), so 50% is out on paying the interest of outstanding debts. Do you realise the issues America faces? And now Canada has a first jab at the fired experts in healthcare on several levels and in several disciplines. So how was the tariff game a bright idea? 

And as America loses more and more it is (as I personally see it) nicely on its way to become a third world country, the first in the western world. And I am not surprised as I predicted this as early as June 8th 2014 in the story called ’17 or 70 trillion?’ (At https://lawlordtobe.com/2014/06/08/17-or-70-trillion/) when I wrote “My issue is not just with the US debt levels, it is also about the ‘blasé’ approach economists are throwing at the people stating that things are not that bad and that it will all work out. That part is a figment of THEIR imagination, because for things to resolve, actions must be taken and none are getting taken at present (or in the near future for that matter). My biggest issue with the Article of Chad Stone is seen at the end. His quote “Lowering the debt ratio comes at a cost, not only risking the recovery if it’s done too fast but also in burdening businesses and households with larger spending cuts, higher taxes or both to stabilize the debt ratio“” I foresaw the dangers 11 years ago, not to this degree, but the setting was clear and as the people are now vacating the sinking ship, the seas become heavy for America and they basically almost capsized the boat themselves. A larger setting is connected and even if we are ‘in denial’ that there is a problem, the people are seemingly rising up all over the United States and Europe with their ‘Hands off’ calls. ABC Australia is giving us ‘Thousands protest against Trump and Musk in ‘Hands Off!’ rallies across US and Europe’ (at https://www.abc.net.au/news/2025-04-06/thousands-rally-trump-musk-hands-off-protests-across-us/105143038) the American setting has usually been ‘The best defense is a good offense’, I do not disagree, yet I am more on the stage of Julius Caesar (Italian army, 65 BC) he states “the first stage is to protect yourself from enemy retaliation” a better setting and as I see it America has left itself open like never seen before. The (slightly less rich) friends from the American administration are now seeking their own save spot, the enemies are enticing former American friends and I warned of that in the years before 2025. Now we see another nail cast into a coffin named ‘defaulted’ And this is not the end, there is every chance that the defense industry will see its own setting of people seeking early retirement and the market crashes will make them seek other shores, their money is in danger of losing the bulk of its value. Will the markets get back? I feel certain they will, but will they recover enough and soon enough? That becomes the question. To write off over 5 trillion is not easily fixed, that much is clear. The next setting are the tariffs, America needs to cancel them for Europe and the Commonwealth to say the least, that might stem the flow of brainpower, but that is a presumption by me. The opponents of America are battering America’s walls and they did mostly this to themself. 

As such I am on the side of Canada, our Commonwealth brother. And if Manitoba, B.C., and Ontario gets their hands on excellent health experts, then I say “Hurray for Canada” and I raise my cup of coffee to them (no beer in my fridge). 

So you all have a great day and if you are on the board of scientists at the CDC, consider the lakes, excellent trout and pike fishing. The air is clean and the people are mostly friendly (not too much to Maple Leaf friends), they revere the Winnipeg Jets. So that’s all for now and see you all on the flip side.

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April 4, 2025 · 23:24

When is the cure worse than the disease?

That is the question that is haunting me. I see ideas in several media and they make sense, they really do. Yet I am still haunted with the ideas in my head, realising very well that I could be wrong. So is it about right and wrong? No, in the first instance it has become about the unreliability of the press. There are too many signals out there. Then the ‘influencers’ came. With their need for digital gratification, digital reinforcement and the other settings, the conspiracy theorists. As some see me as one of those, I offer the idea that I am merely looking for evidence and that requires a reliable press, one that too often no longer exists. Whilst we look at the signals, we often ignore the spreader of the news and the channels they are moved to. 

There are noises that some republicans are deserting President Trump and stop the tariffs on Canada. It is a first setting, but is it enough?

I believe the damage was already done, and whilst you think that this is a joke, consider the other one. 

So, is the joke a mere meme? Is the meme real? Well, the data can be checked and as such why exempt Russia and not Canada? Fentanyl? The data show that Canada is hardly a bump on the scales. Then we get the classification of Fentanyl. According to the United States Sentencing Commission 86.4% were United States citizens. So what gives? According to their statistics

  • Southern District of California (229);
  • District of Arizona (177);
  • Western District of Texas (128);
  • Southern District of New York (94);
  • District of Massachusetts (90);
  • Eastern District of Missouri (90).

As such, the direct route from Canada into the US, we get from Vancouver into Seattle and the state of Washington doesn’t get to that list, which is what I would expect. It can be reached by bridge, the Interstate Bridge to be exact and it takes 130,000 vehicles daily. So as I see it, the numbers do not match the crime and the accusations. 

So what is this really about? In my version is is a distraction on how bad the finances of the United States really are. With 36 trillion in debt, the interest is about 1 trillion a year. We don’t get to much on that do we? So why slap the tariffs on the Commonwealth? The only think that kinda makes sense is that America is on the verge of defaulting its loans and it needs to prevent this, but that idea (the one I am having) is flawed. So is President Trump merely doing a distraction? The reason for this setting is that the press should have been all over this, but they are (by my reckoning) too busy for the grabbing of digital dollars. If the other nations economically collapse America stands a chance, but I agree the evidence to this is flimsy at best. But the other versions are even less likely, still they do have merit. And in all this, Russia gets no tariff? Not even pro forma? It makes no sense to me, but then I was never an economic.

On March 10th the US markets get to write off 4 trillion dollars, so when was that a good thing? As I personally (and possibly wrong) see it, when the markets lose value, the debt of America goes down as well (shake statement), or at least America gets to make deals, because when holding the debt is all that remains, the larger powerbrokers want to hold on to what they can. It gives America time to find a solution (not that there is one). As I personally see it, the real money is in Saudi Arabia and the UAE for staters, but they are the largest jewels in any crown and whilst America gets rid of any competitors through tariffs, their options open up. In the end America gets to compete with the Commonwealth, the EU and China. Three in stead of 30, it makes tactical sense. And the first issue is that all wars are set in deception following that premise the acts of President Trump make perfect sense. But is my vision on what happens right? That is what I wonder about, because I recognise that I might be wrong and the press is less help than usual.

That is merely my view on the matter and as such I stand behind PM Mark Carney and Canada, because Canada is a Commonwealth brother as are the other Commonwealth nations. So feel free to deny my vision, it is OK to oppose this or ignore this. But see what the evidence shows you and take it from there. That is all I can tell you, make up your own mind.

Have a great day, it’s almost Saturday for me (in about 40 minutes).

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March 14, 2025 · 05:19

All wars are founded on deception

That is a truth that is over 2500 years old. The Chinese gave us the rule, but we were only made aware of this about 600 years ago (right around the time the game Marco Polo became common knowledge). Still the people are unaware of sides of this truth because it interferes with the media collecting on their digital dollars. So there are sides that are not illuminated. 

I have a inkling of standing there, because my premise is set on the sides I have been illuminated on for a few years and it is my understanding that it takes sides on what I believe to be true. You see, one element is that most polarized believes are set around the belief that “President Trump is a moronic idiot” and I do not believe that is true. He is perhaps a bully, he is a megalomaniac but he isn’t as I personally believe a stupid person. You see, as I see it, the exploitative people in New York would have eaten him alive. He was there long enough. And yesterday NPR gave us “The U.S. buys electricity from Canada. Now it’s a focus of the trade war”, this was to be expected. Our brother Canada (I am Australian) takes any opportunity it can get. And over the last few days we were given “Canadian brewery selling pack of 1,461 beers to cope with Trump’s presidency”, a funny sidestep. CBC informed us that they are selling crates of beer (with 1461 cans) so that one crate will last any Canadian with one beer a day until Trump is out of office in 3.84237 years time. The beer is Moosehead and the marketing director Karen Grigg told us that they sold 10 of such crates in 24 hours. The first one in 10 minutes of the announcement. A clever ploy to sell 14.6 thousands cans within a day. I have no idea if the beer is any good, like most American beer some Australian beers are like making love in a canoe (they are fucking close to water). Thank you for that Monty Python ;-).

So as we continue we get the BBC giving us “Trump halts plan for 50% steel and aluminum tariffs on Canada” with the supporting text “Canada has called Trump’s attacks unjustified and announced retaliation, including new tariffs on C$30bn ($22bn; £16bn) of US products.

Ford had announced he would tax electricity exports to the US in an effort to get those tariffs removed. He had also previously said he would “not hesitate to shut off electricity completely” if the US “escalates”.” And at this point President Trump has done a 180 degree turn on his decisions twice. And ABC (Australia) give us ‘Trump announces 50pc tariffs on Canadian steel and aluminum in trade war escalation’ with the supporting text “Trump announces 50pc tariffs on Canadian steel and aluminum in trade war escalation. He says this is in retaliation for a Canadian province placing a surcharge on its electricity exports into three US states. Tariffs on all steel and aluminum imports into the US are set to come into effect on Wednesday.” Some have the view that this is the economic downturn created to secure to annex Canada as the 51st state. That has the sound of likelihood, because the ‘easiest’ thing to do is to null the tariff the moment he gets Canada. The short sightedness of that is that Canada is part of a Commonwealth. What I don’t like is that (as far as I can tell) Australia and the United Kingdom haven’t outspokenly united behind Canada. Seemingly neither have New Zealand and India, so there is that. ABC reported ‘Anthony Albanese invokes ‘Team Australia’ in pitch to buy local after Trump tariffs’ with the supporting text “Anthony Albanese has suggested Australians should buy Australian goods instead of American ones, invoking “Team Australia” in the aftermath of Donald Trump’s steel and aluminum tariffs. The PM yesterday accused Peter Dutton of taking the Trump administration’s side over Australia’s, after Mr Dutton said he was “hopeless” and that he could secure an exemption himself if elected.” Not one word of unity behind Canada. The setting becomes that the Commonwealth needs to unite. If I am correct that is essential and the UK needs to bo the same. The BBC reports ‘Starmer says ‘all options on table’ on US tariffs’ and here the subtext is different. “Prime Minister Sir Keir Starmer has said the UK will “keep all options on the table” as US President Donald Trump’s tariffs on imports of steel and aluminum take effect. The UK exports hundreds of millions of pounds worth of steel to the US every year, which will be subject to the 25% levy. The EU, facing the same tariffs, said on Wednesday it would impose counter-tariffs on €26bn (£22bn) of US goods, and Canada also responded with countermeasures, in an escalation of the wider trade war.” This makes me believe that there is more going on and the lack of Canadian support is disgusting. If there are so many billions on the table, the idea that the Commonwealth isn’t talking to China is frowning to say the least. There is almost 100 billion on the table from Canada, the UK and Australia. These three countries need to secure infrastructure and a lot more for a little over 136,000,000 people. So is this the way it will be? Insecurity and inaction whilst (until recent) an Ally is attacking the economy of these nations? 

As I personally see it America is beyond broke. They need Canada for resources, Electricity and water. They are running out of these matters and that is as I personally see the larger issue. And the media isn’t reporting on these parts for at least 5 years. You see one source gives us “The federal government currently has $36.22 trillion in federal debt” and another source gives us “As of February 2025, of the total public debt outstanding ($28.91 trillion)” these two messages are not three months apart, as such how can ANYONE make a somewhat clear oversight of more than 7 trillion ($7,000,000,000,000)? That is a lot more than several nations have as a national budget. But I digress. A debt of $36,220,000,000,000 has interest, Australia has currently a 4.1% interest setting. America will have less, but I reckon that 3% is an acceptable amount, this means that America needs to pay $1,448,800,000,000 in interest on an annual base that is crippling America. In 2023 they collected $2.18 trillion, that means that almost 50% of all collected tax goes to the payment of interest. That is almost 50% of all revenue collected. I warned of this well before I wrote ‘Is it that bad?’ On October 15th 2023 (at https://lawlordtobe.com/2023/10/15/is-it-that-bad/). So for over 2 years the media was kept quiet by media stake holders, are you even troubled in the least over this?

When the media has to report all income from stakeholders the bough breaks (I assume), because the media doesn’t do this service for free and it is likely hidden in ad revenue piles. As such I believe my view to be a decent one and as I started this story, all wars are set to deception and America doesn’t like to be seen as weak, so they started a media tariff war. I am not dismissing the 51st state ploy and the silence from Australia and the United Kingdom give rise to that. But in all honesty, do you really want Australia and England to be your ally when that part is proven to be correct? As I see it the Commonwealth needs a stronger ally and that is where China comes in. As I see it America cannot be seen as an ally when it resorts to these tactics against an ally and in the second place there is a sneaky kind of joy when these tactics result in having their ‘arch-enemy’ China a few miles away for about 5,525 miles. The fun part is that America only needs to build a second Chinese wall a mere 42% of the first one. How much will that cost? And that also implies that three states will have to burn the woods they have left to keep warm, fortunately they are entering summer so they have a few months to build two nuclear reactors and that, oh wait a minute, that takes years. So no luck for America there either.

The tariff wars was as I personally see it the dumbest thing they could entertain, but according to the Beijing Daily, President Xi Jinping has been heard howling with laughter the last few days. Could there be correlation with the acts of President Trump? 

So tune in next week when you will hear Nurse Piggy say: “Kermit where is your credit card?” And the answering silence was deafening. Have a great day or as they say in China “祝你有美好的一天，傻兔子”, or as other say “Whatever makes you happy” (paraphrased)

Have a great day.

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March 7, 2025 · 02:10

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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March 1, 2025 · 05:38

What was that about London Town?

There is a setting that we see and for some reason the media is ‘unable’ to highlight. It reminded me of a setting we saw in Love Actually, the masterpiece by Richard Curtis which included Keira Knightly as the newly created bride, Denise Richards as the pretty one of the family, Claudia Schiffer as the new girlfriend of Liam Neeson. Yet they are not the setting. It is the interaction of Hugh Grant as the Prime Minister and Billy Bob Thornton as the US president. You see, that part reflects on now when we hear Hugh Grant (as Prime Minister of the UK) say “A friend who bullies us is no longer a friend. And since bullies only respond to strength, from now onward I will be prepared to be much stronger.” Words that have been unlikely to come from Keir Starmer. On the side of President Trump it was a good tactic. Divide and conquer. An age old tradition to take the UK out of the race to support Canada. That is my first concern. Our Commonwealth brother is in a tough spot and they need our help. I for one was all about setting the stage of the Commonwealth and it has merit. If Whatever is exported to the USA, should now (for as much as possible) set among us, the Commonwealth nations. Moreover, the tariffs need to include all exported energy to America. The said 25%, fine, Canada can do that too. But the larger requirements are to set exports from America to Commonwealth and Europe. The first setting is oil, Crude Petroleum ($107B), Petroleum Gas ($15.7B) and Refined Petroleum ($15.1B). Then we get to deal with the rest. And as far as I can see, either Australia and New Zealand aren’t on their list, or their parts are too small. So lets ramp up what these two nations can deal with. The benefit there is that Vancouver will get a boost of income through shipping and optionally jobs too. After that there is the option how much can we shift towards Europe, as well as how much more can Canada sell to the United Kingdom. It only takes care of 40% of the current needs, but with America losing the 40% of that, especially oil, America has created their own problem. As far as I am concerned we all need to take America off the shopping lists. Australia has its own settings. Two weeks ago we saw “It came after comments on Tuesday from the US president that there would be no exceptions or exemptions on the tariffs, which will start on 12 March unless Anthony Albanese can secure an exemption.” So was there an exemption? And March 12th is less than two weeks away. For Australia the ‘loss’ is a ‘mere’ 51 billion all whilst we import from America $34.6 billion in goods and services. So what happens if we decide to drop the bigger part of $34 billion and get that from Canada and India? I don’t know if it completely balances its out, but two nations dampening America for half a trillion dollars will have an effect. As such we can state that ‘America first’ could become an essential ‘America first to the sewer’. I like it when life balances the bully into desperation. I don’t know that much about New Zealand but that has its own margins, and when that falls down for America as well, and their goods find another destination, we will have been much stronger against the so called ‘bully’.

In the other side there is nothing against America phrasing ‘America first’ it is a nationalistic setting I never opposed it. Not for Denmark, not for Germany, not for France of any other nation. National pride is essential for any nation. But the larger issue isn’t that America has a Fentanyl problem. It is related to the quote “Since 2013, the illegally manufactured fentanyl problem in the United States has become more deadly and more diverse.” The other side is that federal data from U.S. Customs and Border Protection show Canada plays almost no role in the smuggling of fentanyl or other deadly street drugs into the U.S. Despite that fact, Canadian Prime Minister Justin Trudeau promised in December to step up efforts to secure the northern border. (Source: NPR) so how is “Canada plays almost no role” the setting for the tariffs? It does not. As I personally see it America is now so broke that they have to cut every corner and alleviate every spending that they can dismiss. That is the setting I see and I have been watching this for some years. It might help, but at the most a few months and as we cull the needy Americans from resources they need, that setting will expedite matters against President Trump. And we have a duty to our Commonwealth brothers and now we must unite, because when the Wall Street boat sinks, we need to be ready for what comes next. If you want to guess what comes next. Wait until you see, social funding goes to zero. Veterans, healthcare, pensions, unemployment it all falls down. I reckon that this mess will be ten times worse than the Great Depression, which was a global economic crisis that began in 1929 and lasted until the 1930s. It was caused by the Wall Street stock market crash in the United States. And it will do so again, but this time the stakes are higher. Europe and Japan are directly impacted this time too and what comes next will fuel movies for a decade or two. Perhaps Richard Curtis will create his next gem called ‘Funds Actually’ and its release will be under 5 years after this point is reached. Perhaps a more international cast like the stock broker in Tokyo (played by Hiroyuki Sanada) who sees his wealth and family life dissolve as he trusted the words of Wall Street. And for rockers, the role of Donald Trump played by Alec Baldwin, dropping in on 10 Downing Street asking “Can I have some more please?” I actually doubt that President Trump ever used the phrase ‘please’ but it makes for a better Oliver Twist reference. 

When you see the elements stack up, I see that this is the most prevalent setting and when the numbers are counted, can anyone give rise to the Fox statement “The massive GOP bill would also direct $4 trillion toward raising the debt limit” I think America is about to surpass its debt limit with exceeding arrogance and that is never good, because like gamblers going all in again and again disregarding the issue in front of them just as long as they get one win, that setting is one of the most dangerous. Not only because the current administration is ignorant of the setting of now, but they let the bet it hoping they get some too. When you take approach to the budgets, how does this ever help anyone?

Have a lovely weekend. 

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