Tag Archives: the Guardian

February 4, 2019 · 14:21

The other view

The Guardian had an interesting view yesterday (at https://www.theguardian.com/world/2019/feb/03/people-in-christian-majority-countries-values-clash-islam-poll). The article starts off with a high when we see: “Large numbers of people in Christian-majority countries in the west see a fundamental clash between Islam and the values of their nation, according to a survey“. I honestly do not get that. I have started (a few months ago) to get acquainted with the Quran. I have been looking at 5G opportunities (mostly) in Saudi Arabia and Saudi Arabia is a Muslim nation, a Muslim monarchy. As such I believe that it is important to be aware of the rules and events in such a nation. Even if I am still a Christian, I feel it is important to be aware of things so that we do not cause unintentional grief or friction in any place, which means that I will have to adjust to Muslim life. Anyone who is not willing to do that is better off staying at home. The same rules apply to many other nations (Pakistan, Egypt, Syria, Jordan, etc. etc.)

If we ‘expect’ an acceptance of ‘our’ values and culture in Australia, Germany, the Netherlands, Sweden and so on, should the reverse not apply as well?

In the article I particularly liked the quote: “When asked the same question about Christianity, 25% of people in Saudi Arabia and 22% of Algerians said there was a clash with the values of their country, but the proportions fell to 13% in the United Arab Emirates and 7% in Egypt“, it seems that acceptance increases in places with more international exposure, which was a nice thing to learn.

When we see he links to YouGov dot UK and we see: “YouGov was recently commissioned to conduct a multi-country study on attitudes to religion in the West and Middle East/North Africa region“, we see that Dr Joel Rogers de Waal has the goods for an interesting piece of publication in his hands. The article (at https://yougov.co.uk/topics/international/articles-reports/2019/02/03/westernmena-attitudes-religion-portray-lack-faith– ) is even more interesting when we see the issue of ‘fundamental clash’ where Christianity is a lot less ‘accepting’ than Muslims are, which is something that actually surprised me.

It also opened the issue of consideration we look at “Campaigners for religious freedom are highlighting the significance of the historic papal visit to the birthplace of Islam, and hope Francis’s message of peaceful coexistence will be heard in other countries in the region, where many Christians are denied rights or face persecution and death.” Here we see the link to an article from December 26th stating: “The foreign secretary, Jeremy Hunt, has ordered an independent, global review into the persecution of Christians of all nationalities amid claims that not enough is being done to defend the rights of nearly 200 million Christians at risk of persecution today“. Consider the following: “Saudi Arabia allows Christians to enter the country as foreign workers for temporary work, but does not allow them to practice their faith openly. Because of that Christians generally only worship within private homes” This is not a hidden event, this is not some made up rule, this is Islamic law, a person either abides or finds their fortune somewhere else, so Saudi Arabia (as well as the UAE, Qatar and Oman) could be a haven for wealth opportunities for the atheists and of course Muslims, this is not some hidden idea that you can flunk with, this is clear established Islamic law, so when Jeremy Hunt is making some case of persecuted Christians on boxing day, I have no idea where he is coming from. Islamic law is also really present in Pakistan and many other places, so why are non-born national Christian there is the first place, to convert people? There is clear Islamic law against it, it is strict and it can result in capital punishment.

These were not blatant forms of misdirection, this is known and clearly stated laws in these nations, so at times, I have no idea where some people come from.

Can there be adjustment?

I would go with yes, if there is a simple infraction that can be clearly be seen as an error by the person and it can be proven to be unintentional, the courts might be lenient (I cannot speak for Islamic courts). Yet, the diligence of a person should be clearly shown. As such the entire Anti-Mariah Carey part is also a little bit of a mystery. We can accept that people feel that there is a “poor human rights record in Saudi Arabia“, yet from what point of view? Saudi Arabia is an Islamic law nation, it is a monarchy where Islamic law is rule and everyone (even the royal family) adheres to Islamic law. Let’s not forget that Saudi Arabia had established high end culture and architecture in an age where the people mixed faeces and clay to make the walls of their houses in the larger area of Western Europe, so most houses did have a shitty smell to it, and those people thought it was OK. So as In Arabia and Babylonia there were sewers close to 15 centuries ago, whilst only 9 centuries ago, the western civilisation used shit in the building of the walls of their houses and for the most sewers were a non-issue, there were none. How is that for generics in civilised life?

And as we see: “human rights campaigners have urged the pope to use his landmark visit to address the war in Yemen. The UAE is part of the Saudi-led military coalition that has been accused of human rights violations in the country” we need to realise that these same people seem to lack the commitment to do the same against Hezbollah and Iran who are in the thick of it, is that not an interesting one sided part in all that? And it is not limited to the visit of El Papa Vaticano either. Even the UN has been accused of ignoring Iran’s role in all this, so there is a larger issue at play which is also fuelling the mistrust in the Arabian Peninsula nations. In addition to this I would tell people to start following Mohammed bin Rashid Al Maktoum on LinkedIn, Royalty and the current Vice President of the UAE, we can accept that he has people managing that account like any other big CEO or entrepreneur (like Bill Gates and Richard Branson), you will see that this man, this Vice President is actually really inspiring that alone should open the eyes of many to adjust the cultural glasses we wear now and learn more about Islam and Islamic law, for the simple reason that if a devout Muslim like Mohammed bin Rashid Al Maktoum can be inspiring, what other revelations are we denying ourselves?

I learned early in life that closing your eyes to other views is ALWAYS debilitating. I have been around the planet twice now, I was never rich, yet I have seen so much and I never regretted my choices (well, actually perhaps 3), which is a decent achievement to have.

So when I see the entire alleged issue regarding Saudi Arabia PR offices in London mentioned in a few places, I am at a loss why they do not get 50-200 open resume considerations a day (perhaps they do, I am merely phrasing the question out there).

So when we were told last October “British firms earning millions of pounds from efforts to improve the image of the kingdom and its regional allies in recent years, a Guardian investigation has found” I am wondering why their competitors are not fighting harder to offer to do a better job.

I digress

True, I was digressing, as I was moving towards the profits there, which is not incorrect, but it was not what the article was about. We can argue that the best opportunities are for those accepting the values of others and that is what is in play for now. You see, it is not about becoming Muslim, it never was about that; yet having a decent comprehension of Muslims and Islamic Law is merely a consideration to have, an essential consideration when you accept opportunities there, it is the only way to move forward. I reckon that I will never truly get accepted to the barrel of cream as I do not speak Arabic, yet those now about to no longer be a teenager, consider getting that skill. As economic growth in the Arabian nations is close to 500% of what America could present, as the same is pushed for China, having these skills in language and culture is an essential step in anyone’s future, even if you decide to not go there. When a place like Salini Impregilo is merely one of several companies growing multi-billion dollar contracts in that region, one after the other, when you are not a University engineer, do you think that they will offer contract work to any talented person, or to the talented person with at least a minimum knowledge of Arabian language and culture? When the option for a good future is understanding, as well as acceptance of others is the stepping stone to a bright future, why not consider that step?

So when you are confronted with: “In Germany, 53% of respondents were unfavourable towards Islam, compared with 10% to 22% who were unfavourable to other religions. In the US and Britain, smaller proportions (37% and 32%) were unfavourable towards Islam, with a similar range viewing other religions negatively“, are we accepting that 53% has ‘conservative’ values, or are we realising that 53% is throwing away a culturally driven well served lifestyle? In the end money is always important (that pesky thing called rent comes around), yet what is your spiritual life missing out on by not knowing more about a cultural way of life that could be inspiring in several ways. When we merely a day ago:

“نرحب بزيارة البابا فرانسيس لدولة الامارات .. زيارة تاريخية هدفها تعميق قيم التسامح والتفاهم والحوار الديني … تجمعنا الإخوة الانسانية .. وتجمعنا الوصايا السماوية المشتركة .. وتجمعنا نوايانا من أجل مستقبل أفضل البشرية .. أهلا وسهلا بك في عام التسامح على أرض الإمارات”

Which is translates by Google as: “We welcome the visit of Pope Francis to the UAE. A historic visit aimed at deepening the values of tolerance, understanding and religious dialogue… We are gathered by human brotherhood. We bring together the common Heavenly commandments. Our intentions are gathered for the future of the better mankind. Welcome to the year of tolerance on the land of the Emirates”

So at that point, do you think there is any place left for the like of: ‘the anti-Islam party of Geert Wilders‘ (to coin but one example)? There will always be opposition to any view, both Christian and Muslim, yet opposition is not ‘anti’, the moment we learn that lesson too late is the day we realise that we wasted the life we had before that realisation. It is actually that simple most of the time. As such it is my personal view that the article by Harriet Sherwood in Abu Dhabi is a lot more important than most of us realise, to learn that simple part is an initial first step for many, be not afraid to take a step outside of your comfort zone, you might learn more than you bargained for, from others and also about yourself.

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Tagged as 5G, Abu Dhabi, Arabian Peninsula, Australia, Christianity, Geert Wilders, Germany, Harriet Sherwood, Joel Rogers de Waal, Mohammed bin Rashid Al Maktoum, Muslims, Oman, Qatar, Quran, Salini Impregilo, Saudi Arabia, Saudi Arabia PR, Sweden, the Guardian, UAE, YouGov

February 3, 2019 · 13:45

Facebook Folly and 5G

There was an article in the Guardian last Thursday. I had initially ignored it for all the usual reasons, yet when I sat down this morning, there was something that made me take another look and the article is actually a lot more important than most people would think. The article (at https://www.theguardian.com/technology/2019/jan/31/apple-facebook-campus-permissions-revoked-teens-access-data-iphone-app) named ‘Apple leaves Facebook offices in disarray after revoking app permissions‘ shows a different side that goes a lot further than merely Facebook. We see this with: “We designed our Enterprise Developer Program solely for the internal distribution of apps within an organisation. Facebook has been using their membership to distribute a data-collecting app to consumers, which is a clear breach of their agreement with Apple”, this statement alone shows the failing of their legal department, as well as their senior board that works under the strict sense of assumptions. We see this not merely with ‘Facebook had allegedly exploited a loophole in Apple’s approval system to bypass rules that banned the harvesting of data about what apps are installed on a user’s phone.‘ We see another level when we reconsider “Facebook Research, an app the company paid users as young as 13 to install that routed their iPhone traffic through the company’s own servers“. This is not merely about hijacking data; it is about the fact that both the IOS and Android paths are a little too transparent. Academically speaking it would be possible for Apple to distribute a similar app guiding Android people to the IOS data path.

The fact that we now see that others are affected through: “According to an internal memo, obtained by Business Insider, apps including Ride, which lets employees take shuttles between buildings on the company’s sprawling campus, and Mobile Home, an employee information portal, were down“. And it is not merely the Guardian, the Apple Insider gives us: “A report from December claimed Facebook had made special data sharing arrangements with other tech companies, enabling Facebook to collect more data on its users generated on Apple devices, without either Apple or the users’ permission or knowledge.” This now gives the setting that Facebook is getting desperate, when any company needs to rely on Data snooping to keep their momentum up that is the moment we see that any tower, data based or not will fall over.

Part of that came from an article last December giving us: “A damning report on Tuesday provides further details on Facebook’s shady data sharing practices, already under intense scrutiny for the Cambridge Analytica fiasco, suggesting the social media giant enabled Apple devices to surreptitiously collect information about users without their — or apparently Apple’s — knowledge” and the nightmare scenario is not merely that Facebook is gathering data, it is the ‘data sharing‘ part and more important, who it is shared with. This has over the last two months changed my position from waiting what is actually afoot into investigation into actively prosecute Facebook for their actions.

I am certain that the prosecution goes nowhere, mainly because the legal departments allowed for the loopholes to get into position in the first place. It enables the train of thought on how involved Apple was in all that. That train of thought continues when we revisit the Apple Insider quote: “It was revealed yesterday Facebook paid users $20 to sideload a VPN onto their devices, allowing the social network to monitor what participants aged 17 to 35 did online. Claimed to be a “social media research study,” the Facebook Research iOS app took advantage of Apple’s Enterprise Developer Certificates to allow the apps to be distributed separately from the main App Store, as well as effectively providing root access to a user’s device.” In all this the legal teams did not consider the usage and installation of linked VPN applications? Is that not weird?

Bloomberg is trying to water down the event with “Facebook seems clearly to have earned its latest privacy black eye, but it’s important not to overstate what’s going on here. This is essentially a contract dispute“, is it? It seems that the users are victims of deceptive conduct; it seems to me that root access clearly implies that all data and content of the mobile device was made available to Facebook, was that ever clearly communicated to the users installing that?

It is my sincere belief that this was never ever done. So as Bloomberg in trying to add more water to the wine with “Apple’s concern about it’s “users and their data” might well be sincere, but this particular dispute isn’t about the fact that Facebook collected user data; it’s about the way that Facebook collected user data.” Here we see more than merely deceptive conduct, or to use the quote: “I’m not suggesting that what Facebook has done isn’t serious. But neither is it the end of user privacy as we know it“. You see, when you had over root access it means that you had over everything and at that point you have revoked your own right to privacy. And at the top of the watering down of wine, making it impossible to distinguish between the taste of either we see: “But users seemed to know what they were getting into — and were also paid for the privilege“, likely to be Bloomberg foulest statement of the day. Not only do they knowingly hide behind ‘seemingly’ they know for certain that no one will ever knowingly and willingly hand over root access to an unknown third party. It also tends to introduce security flaws to any phone it was installed to, when exactly were the users informed of that part?

So whilst we get another version of: “Twenty dollars per month might not sound like a lot to, say, the typical Bloomberg reader. So imagine Facebook instead had promised one free local Uber ride per month” you all seemingly forget about the international community, who like all others will never get to cash in on those events, or paid responses or alleged dollars for donuts deals. That becomes for the most direct profit for Facebook, access without a fee, how many of those people were part of that event?

Cnet phrases it a lot better with: “I think it’s highly unlikely that the vast majority of the people who went through this whole process really knew the kind of power they were giving Facebook when they clicked OK to install this (app),“, which we see (at https://www.cnet.com/news/facebook-shuts-down-ios-research-app-it-used-to-access-user-data/) by Bennett Cyphers, a staff technologist for the Electronic Frontier Foundation.

And that is not the only part, not when we enlarge the circle. Two days ago, my predictions become fact after the Sydney Morning Herald gives us: ‘Optus concedes 5G service without best technology after Huawei ban‘, which is awesome, as the IP I came up with does not affect either and allows for Global Huawei (or Google) continued growth. So as we are treated to: “”From a pure technology perspective, Huawei is probably ahead of the other three “Mr Lew said after Optus unveiled plans for a $70-a-month unlimited service with guaranteed minimum speeds of 50Mbps. “But what we’ve got from the other suppliers will enable us to provide a globally competitive service.”” This is actually a lot more important than you think, when mobile app users seek the fastest solution, the more bang per gigabyte, the Huawei solution was essential in all this. So as Optus chief executive Allen Lew now concedes that those not using Huawei technology will be second best in the game at best, my solution will set a new level of e-commerce and information on a global scale and all I asked for was $25M upfront and 10% of the patents, the rest was for Google (or Huawei). It is a great deal for them and a really nice deal for me to, a win-win-win, because the consumer and SMB communities will equally profit. I merely circumvented paths that were not strictly legally required; merely a second tier to equal the first tier and when the speed map drives us forward, the players using second rate materials will end up losing customers like nothing they have ever seen. It’s good to use political short sighted policies against them. So whilst the world is listening on how Apple and Facebook values are affected, no one is properly looking on how Huawei and Google have a much clearer playing field on how 5G can be innovated for the consumers and small businesses. It will be on them to restart economies and they will. They are moving from ‘Wherever the consumer is‘ to ‘Whenever the consumer wants it‘, the systems are there and ready to be switched on, which will be disastrous for many wannabe 5G players. I am giving a speculative part now. I predict that Huawei holding players will be able to gain speed over all others by 0.01% a day when they go life. This implies that within 6 months after going life they can facilitate 2% better than the others and within a year is double that. These are numbers that matter, because that means that the businesses depending on speed will vacate to the better provider a hell of a lot faster than with other players. This effect will be seen especially in the Middle East and Europe. And before you start screaming ‘Huawei’ and ‘security threat’ consider that the entire Facebook mess was happening under the noses of that so called cyber aware place America. It happened under their noses and they were seemingly unaware (for the longest of time), so as security threats go, they are more clueless than most others at present. It boils down to the boy howling Huawei, whilst his sheep are getting eaten by fellow shepherds, that is what is at stake and it shows just how delusional the Huawei accusations have been form many nations. How many of them were aware of the Facebook data syphoning actions?

This gives us the final part where we see the growth of Huawei as we see ‘Saudi-based Telco opens joint ICT Academy with Huawei‘, you might not find it distinct and that is fine, yet this is the same path Cisco took a decade ago to grow the size it has now and it was an excellent example for Huawei to adopt. The middle East is the global 5G growth center and with Qatar 2022 introducing maximised 5G events, we will see that Huawei took the better path, feel free to disagree and rely on AT&T and their 5G Evolution, yet when you learn the hard way that it is merely 4G LTE and now that we also see that ‘Verizon likely halting its ‘5G Home’ service roll-out after test cities, waiting for 5G hardware to actually exist‘, we see the events come into play as I have said it would, America is lagging and it is now likely to lag between 12 and 18 months at the very least, so whilst the world is starting their 5G solutions, America gets to watch from the sidelines, how sad it all is, but then they could still intervene into the Facebook events. They are not likely to do so as they do not see that as a ‘security threat‘. So as we are given: “As reported by VentureBeat, Verizon has detailed that it won’t have true 5G hardware for its 5G Home service ready until later this year. That means expansion to more markets beyond Indianapolis, Los Angeles, Sacramento, and Houston won’t be likely until the second half of 2019“, how many people have figured out that ‘expansion to more markets beyond Indianapolis, Los Angeles, Sacramento, and Houston‘ implies the largest part of the USA and they are not up for anything before 2020 (and that is me being optimistic).

It is he direct impact of a stupid policy, which in the end was not policy at all, it was merely stupid and we all get to witness the impact and the carefully phrased political denials linked to all that; funny how evidence can be used to sink a politician.

This reminds me of my blog of August 2018 (at https://lawlordtobe.com/2018/08/23/liberalism-overboard/) where I opened the premise of “the topic would be ‘How to assassinate a politician‘“, I should sell it to Alibaba Pictures or Netflix, it could be my Oscar moment (and cash in the wallet). So, it is true, political folly is good for the wallet, who would have thunk it?

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Tagged as 4G LTE, 5G, 5G Evolution, Alibaba Pictures, Allen Lew, Apple Insider, AT&T, Bennett Cyphers, bloomberg, Cisco, CNET, Electronic Frontier Foundation, Enterprise Developer Program, Facebook, google, Houston, Huawei, Indianapolis, Los Angeles, Netflix, Optus, Qatar, Qatar 2022, Sacramento, Saudi Arabia, the Guardian, Venturebeat, Verizon

February 1, 2019 · 12:43

Updates

First of all

So whilst Microsoft is trying to rephrase their weak position through: ‘We are continuing to look at engagement as our key metric for success and are no longer reporting on total console sales‘, yes try to sell that whilst you have been all aggro on boasting boosted numbers for decades. Now that Xbox is about to become the number THREE system, they are running scared. The Nintendo Switch is now at 32 million, which surpasses the previous total number of Xbox One consoles sold, but they are currently allegedly at 41 million consoles sold, which means that there is only a 9 million gap until the most powerful console in the world degrades to the bronze position. Nintendo sold 14 million consoles in the last quarter alone, so that gives light that this is the last quarter with Xbox in the number two position, optionally the last month. Yet, I admit, my expectation of passing Microsoft by January 31^st was not met, I was wrong. Yet the total number of consoles sold in the last quarter is still an amazing feat by Nintendo and it also shows that even as I was not correct in the end, my view was a lot better than all the market analysts.

The writing is on the wall.

I personally believe that some analysts have been setting the stage for shorting the stock of Nintendo. The question becomes what the law states. You see, when we look at the definition of shorting stock, the most generic version is: “he or she borrows shares of a company from an existing owner through his brokerage, sells those borrowed shares at the current market price, and pockets the cash“, yet in this case, the premise is not entirely that clear, with ‘he or she borrows‘ we need to consider that shorting the stock was done as a service for a third party, giving rise to the sale at tremendous profits. At present I seem to be wrong, there is no evidence of a setting to allow for a short sell. Yet the predictions that were made last year were so wrong, in so many ways that the overall findings would lead me to this path (there are others too). So is it just me? I would actually agree with this, was it not for the fact that the level of wrongness regarding Nintendo was so profound.

The state last year (Oct 2018) was given with ‘Nintendo Delivers Record Quarter, But Misses Estimates‘, so the stock tumbled a little less than 2%, in all this, whilst within a year the total lifetime sales of the Microsoft Xbox One were completely by 67% at that time, in addition, the software sales were almost globally ruling software top ten lists all over the place. We can argue that the ‘missed estimates’ were so ludicrously unrealistic that the entire matter had to be looked at, now we see the last quarter alone delivered 14 million consoles, which is almost 50% of what Microsoft achieved in sales between 2012 and 2016, four years versus three months, so how were estimations missed?

The puzzlement is supported even further with: “That’s Nintendo’s most profitable Q2 in eight years and a solid increase from the $211 million it booked last year.” It is in that light that I had an issue with the predictions in the last year. From my point of view Nintendo smashed almost every record, yet the stock is not reflecting that, giving rise to a few issues, but as a non-trader and a non-economy educated person, I cannot give the weight to that thought, yet the thought remains.

And now that we are treated to: ‘Nintendo cuts Switch sales forecast despite strong holiday season‘ the matter should be set, yet I am not convinced. Even as we see 14.5 million consoles up to now the last two months are unlikely to give them the 5.5 million consoles they need, they expect to get 2.5 million consoles and that seems achievable. I am not convinced that the 5.5 million consoles cannot be met, merely because Microsoft is on the ropes and there is no marketing, no advertising to reflect that. In this aggressive expansion universe it seems odd that Nintendo is not taking up the gauntlet to that degree.

They drastically improved visibility, especially compared to the WiiU. They have the titles that have a large appeal across the board and the people who do play the Switch love the interactions. In addition the shock news of Marvel Ultimate Alliance 3 and the fact is that it is exclusively to Nintendo Switch is not merely news, it is equally a shocker to Sony as well, as this was the kind of stuff that Sony needed to prevent from happening. The fans (including me) loved the first one on Xbox 360 and as we see the foundation of the original Gauntlet added to the DC and Marvel Universe, we get a game any comic book fan would love to play and nearly everyone that was one did and loved it. So to get this exclusively to Switch is a dealmaker as well as a record breaker. I doubt that this game will be out in time to get the next quarter sales up to the degree it needs to be upped, but it will soar sales of Nintendo yet again (optionally not in time to make the 20 million marker).

So did Nintendo do it wrong? I am not convinced, they made huge mistakes in the WiiU era and seemingly repaired all those flaws in the Nintendo Switch stage, no matter what estimates were not met, we now see that Nintendo Switch has gotten to 45% mark of the PlayStation 4 lifetime sales in under 2 years which is quite the feat as Microsoft got nowhere near that result, ever!

In second place

This is given to us by the Guardian (at https://www.theguardian.com/world/2019/jan/31/italy-slips-into-recession-for-third-time-in-a-decade-economy) it is in the setting of the same wall with more writing. It was to be expected as Italy has a whole range of economic anchors and downfalls. Yet I had hoped that Italy would have been able to stagnate their economy; alas they do not get to be that lucky and recession is the result. The problem is that this could also adversely affect France at present. It is (according to the Business Insider) yet at present the recession there is most likely, yet not a certainty. No matter how it wields, the French President will have to make a few committing jumps on several levels and as the stage between the US and the EU is polarising France will be on the side of the French needs, which by the way is not on par with American needs, so the Europeans have that to look forward to in the next 5 weeks. It is also the Italian part where we see failings, the Guardian gives us: “The deputy prime minister Luigi Di Maio, the head of the Five Star Movement, said the recession was proof that Europe’s budget rules should be relaxed to allow Italy to stimulate its economy back to growth“, which is the larger mistake. That approach did not work for the ECB and now the EU nations have a 3 trillion Euro anchor around their necks, adding debt will not have any true influence on the economy. the entire spending spree is now to be the anchor that drowns the 27 EU nations sooner rather than later and that is the overbearing part why Brexit was essential, the moment the UK is cut form that, the entire mess evolves too fast for anyone to correct for. The entire mess on four economies, where the one (UK) leaves and two (France and Italy) have merely a recession to offer, which means no options at all leaving it all to Germany who has enough for the ace of spades to be handed to them again and again. Germany avoided recession as it grew by 0.1%, which means that they only defeated the recession on the academic principle. It still means that the German economy is stagnating and that is not a good feeling when you are a German. So whilst we now see a whole parade of blaming the UK on making matters worse through a chaotic Brexit, I merely state that these idiots only have themselves to thank. If they had done something about the lack of transparency at the ECB as well as muzzle Mario Draghi from spending 3 trillion euro’s, money they never had, the situation would not be this dire (as I personally see it). The fact that the Business Insider also reported: (at https://www.businessinsider.com.au/europe-economic-gdp-growth-data-heading-to-recession-2019-1) “Junk bonds went through the roof. Total issuance of junk bonds from non-financial companies (rated BBB) went parabolic, according to Bank of America Merrill Lynch, as more highly rated bonds declined“, it is directly linked to the problem, that market went up by €100,000,000,000 in the last year alone, so this time if there is another meltdown (like 2008) and it happens, Europe will not see the fallout as it happened in Wall Street. No, this time around Europe will be the cause of it all to a much larger extent, so the impact on Europe will be beyond disastrous. Whatever quality of life there is, the Europeans can kiss it goodbye for decades. They could quite likely desire the time of harsh austerity, how is that on forecasting quality of life?

In combination

The EU is in a bad place and it has been reflecting all over the place. You see, last November we were treated to: ‘CPPIB is shorting $750 million worth of EU stock, making it one of the most active short-sellers in Europe, data show‘, more important, it gets an added “Unusual in that Canada’s biggest pension plan also tends to hold ‘rather long-term’ positions“. It seems a perfectly valid place to be in, especially when we see that so far that pattern seems valid. We see the additional “the CPPIB has nearly doubled the number of its disclosed short positions since last year, to 23 from 14. That places CPPIB 14th on the list of the most active short sellers in Europe“, as stated before, I can see the presence, and in this case I cannot explain it (merely because I am not knowledgeable enough to do so). Now, as we see the recession hitting Italy, followed by France soon enough, we might see the reflection on how the gains for the CPPIB could be one of the most profitable ones they have ever had. Even as there is still a little doubt, the firm holding ‘$356.3 billion in assets’, might soon be growing to a half a trillion wealth management colossal. With the positions becoming winners as Talend SA, Wirecard and PostNL falling like a brick in free flight, we see that the CPPIB is lunging forwards through growth (for now).

When we see the impact markets where the fun of wealth comes through the investing towards the gloom of failure, there we see profits soar, profits for those selling short that is. This is not the end or the beginning of the end. As France is setting the stage to move directly into a recession we will see more and more short selling profiteers and as France stumbles, the eyes of all will focus on Greece. Even as we are given ‘Greece moves towards ending austerity with rise in minimum wage‘, it is hard to predict the outcome. It makes perfect sense to do this and when you realise it is significantly less than half of what an Australian would get over that same period. It makes us wonder how the Greeks had been able to keep themselves alive. I personally hope that the view of Alexis Tsipras works out the way he thinks it will, the case is viable, and will it work? Only time will tell at present. Yet it is also a dangerous place. That is seen with: “A glimmer of light emerged on Monday as borrowing costs on 10-year bonds dropped to a four–month low and Tsipras announced that the government would imminently be issuing a five-year bond“, we get the logic of essentially needing to borrow, but Greece is in a much too dangerous place and those bonds could backfire in a terrible way, I believe that the bond issuing was done too early, in a time when there is still too much to lose. In that I actually hope that I am wrong, yet my track record towards predicting these events have been too often on the nose and that worries me to no end.

In this Bloomberg view supports mine (at https://www.bloomberg.com/news/articles/2019-01-07/all-the-risks-besieging-europe-bonds-are-spilling-over-into-2019), the headline ‘All the Risks Besieging Europe Bonds Are Spilling Over Into 2019‘ gives that. Even as the view does not include Greece, the overall risk will be hitting all EU nations (as well as the UK). There are two parts to this, the first opposing me is the view “The risk of spillover from Italy is in our view overestimated,” by Arne Lohmann Rasmussen, head of fixed-income research at Danske Bank A/S. Both that as well as the positivity that he thinks that Spain brings is set on realism, the man is a professional, let’s not forget that. Yet on my side we see: “What happens in Italy is still likely to be felt in its Mediterranean peer, albeit not to the extent of the euro-area debt crisis earlier this decade” this is the Goldman view and I believe t is more accurate, more important the doubt and worrying nature of these investors will make them sketchy and shift happy on a few levels, so when Italy is hit, France will get a beating as will Greece and it will affect Spain too, depending on their economy optionally a lot less and there we get back to the academic non recession of Germany, that 0.1% in the plus, when that gets hit negatively it will escalate the Mediterranean issues by a lot more hitting Spain for certain and hitting the others harder. It is merely my view, yet I believe it to be the correct one. For how much is unknown, I have no idea and I am not willing to guess. We will see a lot more by the end of March. It is at that point where we see what the actual impact will be, at the point the people will decide to either enjoy a little sunshine or make sure that they can avoid the winter of their bank accounts, in Europe these options have become mutually exclusive, an impact that will hit tourism in Greece and Spain in more ways than one. At least the Greek prediction that their tourism will level off in 2019 is decently realistic, which opposes the view: ““2019 will be Greece’s year,” according to DER Touristik, the largest travel company in German-speaking countries” one that is wishful thinking at best.

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January 30, 2019 · 14:33

Ceasing not firing

The mess in Yemen has not stopped escalating; it is a situation that is not even close to a surprise. Yet what is a surprise is the large level of denial that the media has on the matter. There are a few that do cover it, but the amount is way below what is to be expected from a humanitarian disaster like this one. The Guardian gave us two days ago: “Deadlines for a retreat of Houthi troops in Yemen, agreed in talks last month, have had to be delayed, the UN special envoy for Yemen, Martin Griffiths, has said. He also conceded plans for prisoner exchanges have not gone to plan.” In all this is it easy to point the finger at the Houthi side of it and for the most that would be correct. The entire matter follows “Al Jazeera’s Hashem Ahelbarra said there were doubts from the very beginning about the feasibility of the ceasefire agreement being implemented” and in all this Hashem Ahelbarra has been correct in that assessment. I will not make any consideration whether Major General Patrick Cammaert, a retired Dutch general who served as the United Nations Force Commander for the Eastern Democratic Republic of the Congo was the right call, I have no way of giving a good unbiased overview on that level, my mention is to make clear that I do not support that the media has been living with their shallow innuendo assessments, they are shallow as I personally see them, and I am personally convinced that they are utterly wrong on many fields. In all this I see the absurd absence of holding the Houthi forces to account. Even as it was a day ago, when some sources gave us ‘Seven killed in Yemen market bombing blamed on Houthi rebels‘, the rest of the media remained silent and that is definitely not OK.
So as we were treated to: “A bomb attack in a market killed seven Yemeni civilians including a photographer for a UAE television channel in the government-controlled town of Mokha“, as well as “A photographer for Abu Dhabi TV, Ziad al-Sharabi, was among the dead, the official Saba news agency quoted information minister Moammer al-Eryani as saying. A correspondent for the same network, Faisal Al-Zabhani, was among the wounded, he said. There was no immediate claim of responsibility for the attack, but Saba blamed it on the Iran-aligned Houthis“. From my point of view, there is unlikely to be any claims coming. The Houthi forces are on the way out and they are trying to make sure that the death count, the logistical damage and the destruction of infrastructure is all that is left for them that is until we kill them and hold Iran directly accountable. Even as we were informed four days ago on ‘Mortar attack on the Red Sea Mills in Hodeidah started a fire in silos holding tonnes of wheat‘, most of the other media remained silent. So as we were informed (at that point) on “The sources said Houthi representatives on a joint committee to co-ordinate implementation of the truce were refusing to honour the agreement to open safe passages and allow mine-clearing operations along routes for distribution of relief“, we see just how sore the Houthi forces are when they lose, they were never realistically going to win, but to willingly leave millions to die of starvation shows just how soft we have become when it reflect on our willingness to protect the actual victims in all this. My view might not be completely helpful as (from my point of view) I would assess that the actions by the UN special envoy for Yemen, Martin Griffiths should be seen as cowardly ones. When I am treated to: “he said he “categorically rejected” calls to name the party obstructing the Stockholm agreement“, I personally do not consider ‘dealing with a complex situation on the ground‘ a valid excuse, even if it is an accurate one. The setting is simple, in all this we state that Hodeidah is simple, all armed events are off limits, an armed response is required to anyone breaking that cease fire and in addition, any proven involvement of Iran allows for additional sanctions, I would state that all 8 remaining parties are no longer allowed to get Iranian fuel, breaking that agreement will force economic sanctions on that front too.

You see, America will never go for that one. It is India that is their nightmare, not the cheap Iranian oil, but it is the pharmaceutical patent agreements that the US desperately needs, their own need of protectionism is in place and showing the larger impact is not what they want. Yet, we have no choice, if we are to salvage any lives currently on the edge of dying in Yemen; we have no choice but to set the grinder to the meat and bones of the transgressors in this.

Another truth comes from Salem Baobaid (coordinator Islamic relief) as he informed us of “Until now, little has changed for ordinary people. After the months and months of bombing, shelling and starvation, it will take much more than a ceasefire to start breathing life into people who have been living on the edge of death for so long. Things are so bad that large groups of people have started living in squalid, toxic conditions on the edge of the city’s main, highly contaminated garbage dump – just so they can forage for scraps“, he is absolutely correct and I feel that we passed that point already in October 2018, so as I am treated to: “He said members of his aid team had been killed by stray bullets and shelling was continuing” I am not overly surprised, I am surprised that the media is steering clear too much on these events. So even as we relish the fact that his team was able to save on child, the fact that there are 400,000 more that they have been unable to safe at present should be the largest reason to get the blue berets involved as soon as possible. In this regard I wonder if we need France to step in. From my point of view, the only ones truly properly trained for this is the French Legio Patria Nostra. The French foreign legion (or Étagère) is close to the only force on the planet that could set the stage to protect the people of Yemen against the Iranian backed Houthi forces. It might also be the first time that Iran gets the clear message that their lives are no longer regarded as valid at present. It will also be a clear message that the Houthi stall tactics should be cut short and be ended in any way that we can as the blood of millions of civilian Yemeni’s would be on our hands, inaction makes us not indifferent, we become complicit in the act of murder, that is a clear message that we have to accept, the inaction of us should have held us to account at least a year ago, but to some extent we were unaware, the media kept us in the dark for too long on too many issues.

The problem is not merely the manpower that is active, the problem is that Iran is funding too much there. The landmines, the missiles and the weapons show that Iran has a massive vested interest in all this, yet the media does not call them to account. The evidence should have upped the ante by every western nation against Iran, yet they are not acting. The fact that the Associated Press announced merely two days ago ‘Germany says EU soon to launch Iran funding scheme‘ (at https://apnews.com/d72d2d8b4ee0458b9c6acda9f7787eed) shows quite clearly that the EU is all about keeping the Iranian events in Yemen in denial. So whilst Iran is pumping tens of millions into Yemen and Hezbollah, we are treated to “The European Union is on the verge of launching an alternative channel to send money to Iran that would sidestep U.S. sanctions against the Islamic republic, Germany’s foreign minister said Monday” exactly how does that assist anyone, especially the starving Yemeni’s?

So as Heiko Maas is giving us “We don’t want Iran to leave this agreement and start the enrichment of uranium again,” whilst we accept that the likelihood of happening in some secret lab is close to 95% certain should not be considered? How is denial a reward for spending billions that goes straight to the war chests of terrorists?

Are these outlandish questions?

You see, it is not merely me in this. When we see: “We assess that Iran will attempt to translate battlefield gains in Iraq and Syria into long-term political, security, social, and economic influence while continuing to press Saudi Arabia and the UAE by supporting the Huthis in Yemen.” A report by Dan Coats, the Director of National security, released yesterday to the Senate Select committee on Intelligence, we see the clarity of the evidence given by several sources, and several verifiable sources. Yet the EU is adamant on their denial tactics regarding Iran, making issues worse s it allows Iran to continue its current path for a lot longer, optionally killing millions of Yemeni’s, blood that must be shown to be on the hands of the EU commissioners allowing for this, making Heiko Maas an optional complicit mass murderer.

Does it sound better now?

Does it sound better when the contributing politicians get the cloak of guilt added to their name, their career and their function? When the tactic continues of ‘ceasing not firing‘ on others, we need to see what contributed to that and we need to put it out in the open. We need to push for a stage where the people allowing for Hezbollah, Houthi and Iranian interests to be placed in the limelight and showing what they enabled to happen. No matter how complex it all is, tainting can oversimplify the solution and optionally show the world and many parties what they are privy and complicit towards, simplifying one element can have a much more powerful impact than some realise.

Even as we accept the words by Director Coats, he made one mistake with: “Iran’s regional ambitions and improved military capabilities almost certainly will threaten US interests in the coming year, driven by Tehran’s perception of increasing US, Saudi, and Israeli hostility, as well as continuing border insecurity, and the influence of hardliners“, you see from my point of view, the passage should read: “Iran’s regional ambitions and improved military capabilities almost certainly will threaten US interests in the coming year, driven by Tehran’s perception of increasing US, Saudi, and Israeli hostility, as well as continuing border insecurity, and the influence of hardliners, whilst we see documented events of continued financial support towards terrorist groups that is directed towards the US and its allies” reads mostly the same, yet the ‘missed’ events that is seen towards Hezbollah, Hamas and Houthi forces are evidence of that part. I found it slightly odd that this part was ‘missed’ in that report, especially as there has been documented evidence around since August 2018, so in that regard the US is also playing a game, not merely one founded on intelligence, but one that allows for conversation with smaller parties, and for the life of me I cannot fathom why, especially when we hear the US state again and again ‘we do not negotiate with terrorists‘

So when we get back to ‘ceasing not firing‘, whilst we know some of the elements are out in the open, why do we not openly attack those who do not abide by a cease fire? Every hour that we do not act, Yemeni civilians die and that is blood on our hands, all our hands at present.

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January 21, 2019 · 13:10

A train without rails

We have seen the actions in America, the actions by Americans and the Guardian treated us last Thursday to: ‘China accuses US of suppressing its high-tech companies‘. When we consider the actions against Huawei, that would certainly make sense, yet is it true? If we consider: “China has accused the US of trying to suppress its tech companies, as US prosecutors reportedly investigate allegations that Huawei stole trade secrets from US businesses. Adding to pressure on the Chinese telecoms firm, US lawmakers have proposed a ban on selling US chips or components to the company.” We could optionally accept the given, yet where is the evidence? Huawei has been more advanced on several sides in both 4G and 5G for well over 3 years. In opposition we need to entertain: “The Chinese state-run Global Times called the latest pressure on Huawei a form of “technological McCarthyism” aimed at politicising and blocking Chinese businesses.” I personally feel that the Chinese Global Times has a case, yet why is this?

We can from the initial fact that America became fat, lazy, iterative and non-innovative and they are broke, any combination of two or more of the previous markers apply. In support of all this there is 5G Evolution (AT&T), in addition the entire US government shutdown mess will impact 5G rollout and there are some indication that most 5G will be delayed, or not be finalised until one quarter later at present. This indicates that if the US shutdown is not resolved within 55 days, there are a few indicators that give us the reality that 5G in America will not be up to scrap until 2020, that is one huge defeat for the America’s with or without the Corona wall in Southern Texas.

As we see the impact of technology, we see that there is an economic barrier stronger and higher than any immigrant wall and it is around everyone who wants 5G. So in all this Huawei already has a huge advantage, they have several additional options to play in Europe and they can give a direct light to Europe as well as the Middle East steaming on full throttle on 5G, whilst the US would not be ready to even implement basic 5G in several places. Even outside the infrastructure of the UK, Huawei could still be the largest player in the UK; time will tell how that goes.

This does not mean that the allegation “According to the Wall Street Journal, which cited anonymous sources, the US Department of Justice (DoJ) is in the advanced stages of a criminal inquiry that could result in an indictment of Huawei. The newspaper said the DoJ was looking into allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones. Huawei and the DoJ declined to comment directly on the report” should not be treated seriously, but there is still the stage where ‘allegations of theft of trade secrets from Huawei’s US business partners, including a T-Mobile robotic device used to test smartphones‘ needs to be tested on evidence, and until that part has been sufficiently satisfied, the entire allegations mess, is merely a mess. In opposition, the Guardian also gave us: “Huawei and T-Mobile settled their disputes in 2017 following a US jury verdict finding neither damage, unjust enrichment nor willful and malicious conduct by Huawei in T-Mobile’s trade secret claim“, if that is true then why is it part of the allegation in the first place? It is optionally that short sighted act that leaves us with more and more diminished consideration on acts by America, that do show clear signs of a McCarthy enterprise of unqualified allegations. We need to consider that America is playing a dangerous game. It is important that ‘consider’ is the operative word, mainly because of the connected: ‘only months ago, Canada and China were eagerly discussing the prospects of a free trade deal‘. You see from my point of view, this looks more and more like America is poisoning the well, there could be another side, but the allegations are not properly documented (and have not been so for the longest of times) and as such, in light of all the lost credibility that America has, the entire mess is less and less a Chinese issue and more an American issue. Of course, that could change overnight when we see a proper documentation of evidence and proper allegations, based on verifiable data, which until the trial is not really realistic and we get that, we do. Yet the entire McCarthian mess is too overly visible to give a well balanced view, it does not bode well for America until that is changed. That part is important, because the current administration never made any secrets of the approach towards ‘get more manufacturing on US soil‘. That is the Republican agenda and that is their rights, yet when you do that to a technological field where he US now has fallen behind to a much larger degree (the AT&T part is evidence of that), there will be repercussions of such a change. the fact that when we realise that there was an issue last month that there are still no FCC rules to remote 5G router rules, that implies that the administration has a much larger backdrop than we considered they had. It is in that light that we should also hold the views of Senator Chris Van Hollen to scrutiny. When we are treated to: “Huawei and ZTE are two sides of the same coin. Both companies have repeatedly violated US laws, represent a significant risk to American national security interests and need to be held accountable“. you see, when we consider the statement where ‘a significant risk to American national security interests‘ is nothing more than the fact that these two players are Chinese and not American, that part is satisfied to American National Security considerations, but overall that is not holding water to the reality of technology, the debate changes. In addition, we see no actual list that addresses ‘Both companies have repeatedly violated US laws‘. You see, if laws were actually violated than we should see arrests, are we seeing any actual arrests apart from the fact that one person is under house arrest optionally merely due to the fact that there is a link with Iran? So, in that light, how many Americans linked to the EU Nuclear deal are currently under arrest (and being investigated)? Perhaps people on Capitol Hill could explain all the actions going on against Ellie Geranmayeh? Likely there are no actions at all, so in all that how high does Huawei rate in all that and is the attempted arrest not a clear statement of discrimination against China? Let a White House West Wing senior associate please explain to me when and how such actions ever worked out positively for any administration? I cannot think of any example.

It is about to get a lot worse, especially in California. You might not think that the issue regarding The Pacific Gas and Electric Company is not linked here but it is. You see, when you consider that Forbes gave us: “PG&E will likely file for bankruptcy in the next two weeks. The utility announced on Monday that they are indeed exploring filing for bankruptcy protection (after much speculation), and their stock quickly tumbled by over 50%. While in the best of cases bankruptcy should be providing protection for as many parties possible, in this case it unfortunately may have the worst impact on the most vulnerable — fire survivors, workers, and in general the 16 million people PG&E serves“. We need to see the connection that could have been there. Any government linked progress on 5G could have been a way to keep PG&E afloat. Not because they need to, but as the infrastructures support one another, the utility could have connected in more than one way, giving an additional service gaining a 15%-25% overhead coverage on the exact same dime, not merely lowering risk, there could have been a protection for the workers and in addition create an additional workforce giving a dent in unemployment numbers lowering them even further. This was done in the Netherlands in the 90’s and in that same decade it started in most Scandinavian nations. Even as there were still three entities (power, cable and internet) the overall substructure was fed via the same infrastructure giving a host of additional options without the cost and pushing forward connections. that path is now pretty much a non-option, so in all this Huawei could have fuelled progress in California, even as we accept the American need for different stages of national security, having something there and then upgrading it all to American required standards would have been easier and better than trying to place something that was not there in the first place, setting the US back for up to 2 years and in addition being unable to safe the US treasury 3-7 billion dollars, an amount that adds up faster than we think.

The PG&E mess is a lot larger when we consider the legal folly that victims face, in addition, the workers would be hit just as hard, the non-hardship part will only be felt by the executives who can do a Woody Allen (take the money and run). In a stage where the shareholders and even the environmentalists will be to be slapped around, the 5G implementation plans using Huawei could have negated part of these hardships, whilst the three are connected in upgrading the current stations and adding more stations, so anything upgraded would also include placing 5G capabilities, in all this Sprint and Verizon would come up short and not merely technological, so there are a few reasons to keep on good footing with Huawei, all this is no longer a real possibility. By the way, when you consider that part and when it falls over, I reckon that places like the pacific LA region, via Malibu all the way to Oxnard could have benefitted from all this, optionally stirring towards a carbon neutral point through renewable energy implementation. What would be more efficient than having the windmill fuel the energy as well as the 5G and cable needs of that entire region? It required a large overhaul that could be done and keep the value of housing high there, that idea is also pretty gone. So when that hits and California needs to downgrade the value of housing in that region by 20%, how will the State itself fare?

All because the anti-Huawei acts that were clearly off the rails even before the actions started. It get to be worse the moment the media must acknowledge that California is no longer considered state of the art, even when we agree that America, New Zealand and Australia are all part of the Five Eyes intelligence network, the fact that we now see the optional chance that America ends in 3^rd of even 4^th place after Australia and New Zealand would at that point become the most hilarious news cycle in the history of digital media and that is not an unrealistic consideration, all this whilst a few options remains for Huawei to show the world this year that they were the most secure and the most advanced option. That is the reality we need to fess up to when we are made aware merely last night that Commons science and technology committee chairman Norman Lamb gave City A.M. (at http://www.cityam.com/271916/government-under-pressure-ban-huawei-5g-upgrade-) he quote “These are vitally important security issues. We need to establish whether there is a threat“, after all this time, at present as quoted there still is no established threat, so in that light we see the active McCarthian debacle on 5G technology, and all this will be biting the state of California over the next few months in several ways. Even now as Germany is paddling backwards on the openness of 5G and trying to remove Huawei, we see the folly of actions. The quote from Norman Lamb is first actual evidence of this folly. When it comes to National security any nation needs to do what is best, and I am fine with that. Alex Younger (head of UK boy scout division 6) was correct in his response and it makes sense that a Chinese device should not be part of a national infrastructure, that same applies to any other nation, yet the others accused Huawei of being a national threat when it clearly wasn’t one (or at least proven to be one). Alex Younger told us that we should never depend on Chinese technology and that is fine, that same would apply to America. Alex did not accuse Huawei and that is the difference. Even in that light, having something in place and then upgrading it to national standards is preferable to jerking around in the dark hoping you hit someone in a moment of ecstasy through alleged empty words, which seems to be happening now.

This hollow status is dragging he US down, it will hit the other too to a lesser effect because the they have less infrastructure to deal with and the UK has the additional benefit that they have a well-developed system (aka British Telecom), the Dutch have KPN, Australia has Telstra and so on, the Americans have an intertwined mess of Verizon, Sprint and a few other players giving them a lot more hardship, the fact that cities are taking the FCC to court at present is merely making the mess larger, and increasing delays all over the place, that is the reality that the US faces and the entire mess is not some train that came off the rails, it is a merely the train, they all forgot about the rails required, that is the sad part in all this and that is why the US is in for multiple levels of hardship having to watch several nations passing them by on the technological fields in ways they never imagined, because those implementers left their imagination next to their porn stack in the cupboards where their wives do not look ever (or so they think).

All elements I saw a year ago, all elements I took into consideration. Whatever element I forgot or overlooked are merely small dents in an adjusted path that I got right to the largest degree. And as we consider the last news part in all this, we need to recognise that whilst the FCC is dunking around, Saudi Arabia finalised an agreement with the UN 4 days ago. The news gave us: “An agreement has been signed between the Saudi Communication and Information Technology Commission (CITC) and the International Telecommunication Union (ITU) to strengthen cooperation and partnership between the two organizations“, and this now leads to “to adopt new technologies, such as 5G phone networks, have made the Kingdom one of the most developed regulators of the ICT sector in the world, according to the ITU’s rankings” gives rise to why I have been keeping my eyes on Saudi Arabia. They are almost literally sprinting ahead in the 5G environment and as we are given “Gov. Dr. Abdul Aziz Al-Ruwais and Doreen Bogdan-Martin, director of the International Telecommunication Union (ITU), sign deal to boost technology cooperation. (SPA)“, we see that Saudi Arabia (as well as a few other Middle Eastern nations) has been taking 5G extremely serious. From my personal point of view, the US has been sitting still (or on their hands) for close to 2 years too long and it will cost them dearly.

Having a train and forgetting about placing the rails tends to do that, and it is a rather silly nation when infrastructure and transportation are important to you, that evidence is shown in several places and the American folly makes no sense unless they are even more bankrupt that they are willing to admit to. Having to collect the taxes of this month to pay for the energy bill of next month is the last straw an administration has and it seems that America is getting ever closer to that stage now, but that is pure speculation from my side in all this.

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January 8, 2019 · 12:59

Finger in a dike solution

There is plenty going on, the first is Jim Yong Kim is resigning as president of the world bank (I will send them my resume for their consideration today), there are hoards of articles on the 5G deception by AT&T (a week after I highlighted it) and there is even more going on regarding Hezbollah, and I will look at that soon enough, that is, as soon as I receive a few messages (with something representing evidence) from both Cairo and Gaza, which now involves Hamas as well. Yet that is for soon, for now there is something that actually impacts on the British people, especially those in social houses.

The Guardian (at https://www.theguardian.com/society/2019/jan/07/dutch-eco-homes-idea-arrives-in-uk-and-cuts-energy-bills-in-half-nottingham-energiesprong) gives us that a Dutch project called ‘the energy leap initiative‘; Nottingham was the first to sign on and the Dutch approach included: “new wall cladding, windows and solar panels“, even as the initial bill is set to £5 million, we see that the energy bills in these places are down by 50%. This makes it interesting to do the abacus test where we learn that (as I am presently aware), we get a £33,350 bill per house, and it is not merely the refurbishment that matters, the people in these houses will see a £750 a year decrease in energy expenses, which means a lot if you need to rely on social houses. Yet my calculation was wrong, the quote “Costs are relatively high, at £85,000 per property initially but are expected to fall to £62,000 by the end of the programme. Braham said scale would help costs fall as the supply chain adapted“ gives us that, yet we also see: “It’s warmer, all the draughts have gone. Before it [the home] looked like a rabbit hutch – it looks like a proper home now“, in addition, the looks of the houses have been improved by a decent amount. I think it is more than just the cost, even as we consider the long term of the initial amount of £85,000. We need to consider the long term impact on energy requirements and the long term benefit of upgraded housing. Whether this could be a push for municipalities to move towards some version of a rent to own project is too soon to tell, but the consideration that thousands of upgraded houses will also constitute an increased quality of life is not to be underestimated. The direct impact of families having £60 a month available for better (read: more) food and optionally a few extras in the month gives a much better prospect to the mental balance of any person. Yet, we are not there yet, as the article ends with: “Braham said a no-deal Brexit could jeopardise Enegiesprong’s prospects in the UK: “If we left without a deal, it would be a risk.”” Is that true? You see, when there is a building shortfall, when there are all kinds of optional paths, you want to hide behind some ‘Brexit’ play? Feel free to hand over the IP (if any applies) and hand it over to Interserve, they are dying to get additional jobs at present.

You see, the Dutch approach is brilliant in a few ways, yet it can also be used in other parts. We are all looking at how Interserve is restructuring its debt, yet it is not impossible to unite the two to some degree, instead of mere debt staging, another path is the additional option for refurbishment at cost price (to some degree). Even as Interserve does not gain profits, they do get additional jobs to refurbish jobs all over the UK, as well as a decent workflow; it optionally becomes a stage where we see the £85,000 per house refurbishment go down by a lot more (perhaps even down to £57,000), whilst the people get a direct benefit and optionally all of them gain an increased quality of life at the very same time, we see that the overall value of these municipality houses go up, an additional push towards rent to own (which is also good for the British state of mind overall), freeing up a lot more for additional social housing which would serve the portfolio of Interserve as well (not completely at cost though, lets remain fair here).

We avoid a second Carillion to a much larger extent; we upgrade housing as the same time as we see a financial and structural opportunity increase on more than one level. It is a Win-Win-Win in all this.

When we consider this against ‘NWCH confirms winners on £1.5bn framework‘, we need to see the stage where we see another optional problem in the long run. That is not me speaking ill or negatively mind you, when we consider the initial article: (at https://www.placenorthwest.co.uk/news/nwch-confirms-winners-on-1-5bn-framework/), some might have overlooked a few items in all this.

Consider the winners:

Lot 1, £8-15m	Lot 2, £15-35m	Lot 3, £35m+
Bowmer & Kirkland	Balfour Beatty	Bam
Conlon	Bouygues	Balfour Beatty
Eric Wright	Bowmer & Kirkland	Bouygues
ISG	Eric Wright	Graham
Graham	ISG	Kier
Kier	Graham	Vinci
Laing O’Rourke	Kier	Wates
Seddon	Seddon
Wates	Vinci

When we look at all these ‘winners’ how many are implementing the foundations that ‘the energy leap initiative‘ is implementing in refurbishments? Why is the foundation of ‘the energy leap initiative‘ optionally not immediately part of ANY new implementation? I am not saying that this is not done, I want to make sure that this is part of any new consideration, when the savings on the energy bill approaches 50%, it should be part of any consideration and if councils do not do that, they better have a really good explanations to back that up more than merely ‘budget’, I think there are plenty of people in the Grenfell tower who would agree with the downside of budgeting, oh no, they can’t they are all dead! And those related to the victims will not hear anything until way past 2020, so that is a disaster with a few disasters piled on top of that, and as such I believe that it becomes more and more important to scrutinise any building project, especially as some are setting it to a stage that is well over a billion pounds (£1.5 billion in this case).

Personally I wonder if we can hold the quote by ISG framework director Neil Walker to long term scrutiny. When we see: “The significance of the North West Construction Hub in delivering the vital infrastructure that supports our communities cannot be underestimated. As a forum for sharing best practice and innovation, fostering strong collaboration and focusing on driving efficiencies throughout the build process, this framework is a stand-out performer and an exemplar of how public/private partnerships generate real value and deliver much-needed facilities in the shortest possible timeframe.” The critic in me, personally translates what I see: ‘in the shortest possible timeframe‘ and I believe that this translates to: ‘cheap as shit through cutting corners and creating optional hazards‘, as well as ‘driving efficiencies throughout the build process‘, which I read as ‘driving deadlines in every direction creating optional construction and infrastruction issues across the board‘, I do hope that I am 100% wrong, yet at present as we see the issues (far beyond the Grenfell tower) that have reared their ugly heads in the last 13 years alone, the statistics are on my side and not on the side of Neil Walker. In the end, I should make people ask these questions, it is not because of the 72 people killed in the Grenfell tower; it is the additional pressure of housing shortage as well as the millions of pounds that this inquiry costs. When you see this in opposition of the budget cut to save £1.3m, are you even surprised that we should bring these issues to the table as loudly as possible? When we see this £1.5 billion event, and we remember the Grenfell tower event as the people were informed of a £200,000 more when staged against combustible versus non-combustible materials, how can we not see that there is a larger failing in the entire process before the construction starts and when I see terms like ‘driving efficiencies throughout the build process‘ I personally tend to get really nervous, especially when the driving parties tend to be elected officials (municipality councils) with a lack of civil engineering degrees (a personal assumption of mine at present).

Yet when we consider the long term energy gains that we get from implementing ‘the energy leap initiative‘ and other solutions in gaining energy efficient locations, I believe that it is imperative that their input is gained on anything over £5 million, the gains are just too good, especially in a day and age where energy is a global problem. There is also a second benefit. Whether the UK faces a Brexit with or without a deal, projects like this one will still need to happen, having a good relationship with any neighbouring country is a good idea no matter what, that approach was good policy before there was any EU and it will remain good policy after the EU collapses, because that is still a danger that the 27 EU nations face. You see the dangers in Europe are far from over. You might be in denial (for whatever reason), yet when we see: ‘End of QE leaves Italy, Spain and France seeking for new bond buyers‘ with in addition the quote: “Although the ECB announced the end of the Quantitative Easing (QE) last month, it said it would continue reinvesting the proceeds of bonds bought under the stimulus programme, but which were now maturing“, so not only are the European people deceived, the proceeds against the multi trillion Euro cost is still being used. So not only will the debt remain, any bond hike will change into dramatic loss for Europe when (read: when, not if) that hits, this links directly back to construction and building projects of all shapes and sizes, from that point of view we need to start becoming increasingly cautious on what steps to take next and setting a much better stage of construction and social housing is an essential first.

I personally believe that this Dutch project is a large step forward in better housing, we might argue that this should become the norm in new housing, yet when we see the petition (at https://www.mygridgb.co.uk/solar-petition/) and the fact that there has been a petition giving us: “Since May 2018, I have been running a petition on the UK Parliament website asking for a Parliamentary Debate that every new home in the UK should be installed with solar panels“, and when we see that the petition is now closed, not making the required 10,000 votes with added statistics that less than 3% has solar paneling gives rise to a larger failing in current construction projects, so as some walk away with millions, others merely end up getting roasted in the process. It is for that reason that we need to take a lot more critique to the construction table, especially when it includes a nice £1.5 billion build incentive. By the way, when we consider the weather in the UK, apart from the entire Solar panel issue, how many commercial buildings are equipped with a wind turbine? In this day and age, when we consider the options (at http://www.renewablesfirst.co.uk/windpower/windpower-learning-centre/how-much-does-a-farm-wind-turbine-small-wind-farm-turbine-cost/); the problem is not that easy and we accept that. The question becomes how much power do you need to truly substantially lower energy needs in an area? Apart from the fact that there will be an added benefit adding power to any grid, we have to consider that any opposition ‘to keep a nice view’ can no longer be seen as a valid response. As energy needs increase we need to see the light on accepting other means to supplement energy needs. That too is part of any energy leap. Merely stating that it is not viable when you are about to throw a billion plus into a stage of construction contracts, when we see cost cutting of £200K here and there, we should accept that proper costing was never done, the bare minimum no longer holds proper water, now when some investors take hundreds of millions out of the country, In all this did the demanded stage of a £2 million wind turbine really put them out of pocket? Any council that agrees that this was a ‘Yes’ better be ready to answer question in public and see their jobs fall away when the answers were regarded as ‘not satisfactory’.

To see this in a proper light we need to look at 2017, the Independent (at https://www.independent.co.uk/voices/hackney-council-housing-government-austerity-cuts-controversial-strategy-gentrification-a7886331.html) gave us: “28 new council homes for social renting, 39 for shared ownership and eight for private sale to help pay for them all in the absence of Government funding.” Sit down and consider that stage for a moment, whilst in opposition we see the Battersea Power Station where we see: “The £9bn revamp of Battersea Power Station in central London has slashed the number of affordable flats to just 386, a 40% reduction from original plans, the proportion of affordable housing will fall to 9%”, when compared, Labour sided Mayor of Hackney should be getting a freaking OBE for what he achieved. 28 out of eighty five homes imply that there is a stage of 32%, which is amazing. I understand that there is a much larger issue at stake, yet when we see the Apple HQ stage, whilst these people hardly ever pay any taxation in the UK on their billions, we should take a long hard look on who should be vacating their Wandsworth council position (in my humble opinion) no later than yesterday. It is not as black and white as I see it, I get that, yet between 9% and 32% we see a gap that is way too large, and many media outlets are not giving it the daily attention that this should get, not in light of the larger failings in the housing market that is currently going on. We all need to do more and we all need to do better, even if it is asking the questions that are seemingly ignored by too many. In all this, with the massive growth needed, the energy leap initiative will become increasingly important. The UK has been confronted with energy and gas shortages for three years now, is it not time that there is a more powerful push to address this?

Some stop the flooding by shoving their finger in a dike (a Dutch Hans Brinker reference), others decide to merely construct a better dike from the get go. I’ll leave it up to you to consider which solution fits your time-frame a little better. Just remember, you can get something cheap, good, or fast, and you are allowed merely two of the three options here.

Which two would you choose?

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Tagged as Battersea Power Station, Carillion, ECB, Enegiesprong, Grenfell, Hans Brinker, Interserve, Mayor of Hackney, Neil Walker, North West Construction Hub, Nottingham, NWCH, Philip Glanville, the energy leap initiative, the Guardian, The Independent, the Netherlands, Wandsworth council

January 7, 2019 · 11:08

Nationalisation, the second tier

The news is fresh, it is new news, yet it was foreseen, it wasn’t really news, but the drive has come visible, much more visible than most expected. As some might focus on the Guardian and the image of a beautiful young lady as she is afraid for her life, as she seeks refugee status in Australia, we see all the men and many women feeling sorry for Rahaf Mohammed al-Qunun. It might be correct, it might not. I do not know, yet what the Guardian is not telling you is seen in the Arab News (at http://www.arabnews.com/node/1431206/saudi-arabia), there the news is: ‘Saudi Arabia goes full steam with Saudisation of sales jobs‘. I think it is good that any nation pushes for national held jobs, no matter what country it is happening in. So as we read: “Saudi Arabia’s Ministry of Labor and Social Development announced on Sunday that it would be providing citizens with job opportunities in an attempt to reduce unemployment. The job opportunities will be in sales roles, including medical equipment stores, construction and building materials shops, car spare parts shops, carpet shops and sweets shops, according to Saudi state news agency, SPA.” I think it is good that the news is seen, yet what about the impact? It is not a national thing, it is regional, Oman is doing the same, Qatar has been doing it for a while and the UAE is on a similar trend. If it works it is great, yet what everyone forgets is the announcements of 6 months ago, this basically impacts Google, Apple and a few other players (the FAANG group as a whole) as they were opening their offices in Saudi Arabia as well, so from the Saudi view it is great to be Saudi. Many people all over the world dream of a Google job and now we see that Saudi’s are added to that knowledge pool. And that is what it is a knowledge pool that can drive Arabian IP to a much larger extent. In light of Neom City, in light of new Financial Districts in Riyadh, we see the opportunity for growth, yet do these events constitute actual growth as that question is equally important.

If we accept the same news two days ago (at http://www.arabnews.com/node/1430961/business-economy), we see that the headlines might give us ‘CEO of Saudi Arabia’s newest technology investment fund STV shoots for the moon‘, we might giggle, yet perhaps that same feeling came upon us when in 2001 a man named Mark Zuckerberg had an idea, how did that end? We can also consider that as Abdulrahman Tarabzouni is a MIT graduate, so he optionally has a better education than Mark Zuckerberg had (Harvard), which is me, myself and I starting a competitive flame between those two schools. The nice part here is that the STV (the investment fund) has half a billion to start with, so they can cream the best start-ups to truly grow their perspective and turn it into billions of wealth, if properly set their idea of a hundred times over might be conservative. We tend to not look into those directions, yet the ownership of IP is not merely an essential it is a wealth maker and a wealth breaker and as an MIT graduate he would (read: should) be able to see the difference between the wheat and chaff, it makes for all the difference.

Even as the Arab News introduces in opposition: “Some analysts point to two difficulties in the STV strategy: The high valuations of the global technology sector, and the comparatively high levels of geopolitical risk associated with the region, and the Kingdom, in the minds of some foreign investors.” We need to recognise that being first implies the avoidance of ‘high valuations of the global technology sector‘, the second part is ‘geopolitical risk associated with the region‘; that second part might not be zero, yet there is no clear danger to the Kingdom of Saudi Arabia, in addition as the footing of Iran diminishes the growth of Saudi Arabia will flourish, as well as the fact that the involvement and connections of Abdulrahman Tarabzouni with Saudi Aramco, Careem, Morgan Stanley, Oracle, Microsoft, Syphir tech company, Google, Member of investment committee, Middle East Venture Partners, as well as advisory roles at public and technology institutions in KSA, it would be my personal believe that if this person cannot navigate the rivers of political risk, no one would ever be safe to invest in Saudi Arabia and as we see billions from the FAANG group go that way soon enough, we can pretty much consider the second risk a dud in all that (for now).

The progress that Saudi Arabia is showing in 5G, now equalling the largest players on the western hemisphere shows not only the commitment for the Middle East, it shows that Saudi Arabia is taking the non-petroleum options extremely serious. It goes even further when we consider the news a mere 4 hours ago: “T-Mobile CEO to regulators: China is beating US on fast 5G wireless but our Sprint deal can change that“, how exactly will that happen? Merging Sprint and T-Mobile sounds nice, but they still lack higher technology equipment, Huawei beat them and the longer these players remain in denial, the larger the damage and that is where the STV can cash in. Any Huawei linked technology start-up has close to a 20% advantage over anything else. Let’s not forget that players like Verizon are not really using 5G, or as they say 5G Evolution, which I discussed in ‘Tic Toc Ruination‘, where we see: “We are given “Verizon’s network is not yet 3GPP compliant. It uses Verizon’s own 5G specification, but will be upgraded to be 3GPP compliant in the future“, so does that mean that it is merely a Verizon issue opening the market for Sprint, or are they both involved in that same pool of marketed pool to some form of ‘5G’ branding, and not the standard?” (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/), something clearly seen from various sources a month ago, so how was their technology backdrop solved? It was not! I made additional observations in ‘That did not take long‘ (at https://lawlordtobe.com/2018/12/22/that-did-not-take-long-2/) where we see: “we are (again) confronted with what Neville Ray CTO of T-Mobile calls: ‘duping customers into thinking they’re getting something they’re not‘, America will not end dead last here, but they will be trailing (as currently is implied) behind more than one Middle East Arabic nation“, an observation I made on December 22^nd last year, so not only am I proven right a few times over, the fact that for what I observe to be high paid people hiding behind presentations and wording whilst not having the actual goods is merely the facade of defeat presenting itself as ‘innovative opportunity‘, so we are watching these people heralding their Edsel whilst it is about to go up against the Maserati Gran Turismo and optionally the Mercedes-Maybach S 650 Sedan as well, and in what Universe does the Edsel have any kind of a chance? Parking perhaps (it is not that big) but how can you see innovative technology as innovation when parking is your only way to shine?

the sad part is that I have been talking to stone walls for 2 years now, the upside is that when they fail I have the documentation showing just how stupid they have been, and the end is nowhere in sight. I prepared issues on optional 5G tourism, cyber protection and a few other places that will really open up the valves of disgust from consumers when they are confronted with the impact on their daily lives. Even outside of governmental infrastructures Huawei is set in a stage where they have billions in optional business in both information and SME environment. The large presentation based players (like 5G Evolution) were so intent on pushing the large infrastructure that they forgot that actual business comes from other area’s and when the first sale is done, they are merely left with the stage where they wait for consumers to catch up, that part is no longer a given. We see part of that (at https://asia.nikkei.com/Business/Business-Trends/CES-2019-to-offer-glimpse-of-future-for-5G-AI-and-Huawei), where we are treated to: “About 4,500 companies are set to take part in this year’s CES, which continues to expand beyond consumer electronics as tech pervades once-mechanical industries like automotives. China now stands out in developing and applying both 5G and AI technologies. A decade ago, Japanese home electronics makers had a substantial presence in the Central Hall, an area packed with big-name companies. But as they have lost prominence, Chinese companies have emerged to fill the gap. Huawei Technologies, Alibaba Group Holding and Haier Group will all have exhibits in the Central Hall.” This matters as it is direct visibility; this is the direct stage in Las Vegas and its CES2019, people will get to see 4500 companies and some there proclaiming to equal Huawei, yet less than 5 will optionally have something to show the people on that level and I am speculating that they merely equal Huawei at best and this is one month before the Mobile World Congress 2019 in Barcelona where Huawei is set to take the centre stage and most of the attention. We cannot speculate what we will see exactly, but we will know on Sunday 24th February, and we will then optionally see the Samsung 5G router (not Mobile) and optionally several 5G mobiles, yet at that point we can use the dictionary torpedoes to sink that hype seeking content, contant that we have been exposed to from several sources. That part is not only visible, the results as shown by one source, gives us that AT&T is just not up to scrap at present.

Even as I have no real confirmation on how accurate the results are (so be aware of that), we are shown what PC Mag gave the people earlier and with the cautionary footnote (as would be appropriate): “remember that these are just test speeds ant that they will most likely improve with time. More importantly, there are still no 5G smartphones available yet, so these tests in the AT&T 5G network are just part of a process“, the fact that we see the results as in the image are bad, really really bad for a 5G environment!

From my point of view, test or not, their 5G should have knocked it out of the park leaving us with the entire 5G Evolution bit as what I personally would see as a sham, not a champ.

Nationalisation is only as good as the goods you have and in this the partnership with Huawei was essential and at present more and more technologists are stating the same thing. So those with a Huawei partnership will leave the others behind them on a larger scale in several layers and structural foundational flaws, the impact when the others cannot deliver will be fun to see, especially to mock on a daily foundation. I reckon that we have that right when we are treated to bloated presentations where we are left in the dust with the message: ‘It is great to be a consumer, in this age‘. Do not worry, we have his number and will point out that flaw soon enough several times.

We are finally seeing the impact of iterative technology versus frog leaping ahead. The iterative players will soon diminish, so from the Saudi point of view, they did bet on the right horse and that impact will give them multiple victories soon enough. You see, do you still think that the larger players will stay in a place with inferior abilities? When exactly was that ever an option for those who wanted to stay in the major leagues of technology?

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Tagged as 5G, Abdulrahman Tarabzouni, Alibaba Group Holding, Apple, Arab News, AT&T, Barcelona, Careem, CES2019, China, FAANG group, google, Haier Group, Huawei technologies, Kingdom of Saudi Arabia, KSA, Las Vegas, Mark Zuckerberg, Maserati, Maserati Gran Turismo, Mercedes, Mercedes-Maybach S 650 Sedan, Microsoft, Ministry of Labor and Social Development, Mobile World Congress 2019, Morgan Stanley, Neom city, Neville Ray, Oman, Oracle, Qatar, Rahaf Mohammed al-Qunun, Riyadh, Saudi Arabia, Saudi Aramco, Saudi state news agency, SME, SPA, Sprint, STV, Syphir tech company, T-Mobile, the Guardian, UAE, US, Verizon

December 21, 2018 · 11:41

Early morning puzzle

I am waking up to coffee and the Guardian giving us ‘Tens of thousands of passengers stranded by Gatwick airport drones‘. The article (at https://www.theguardian.com/uk-news/2018/dec/20/tens-of-thousands-of-passengers-stranded-by-gatwick-airport-drones) gives us how some silly wanker is stranding tens of thousands of passengers. Now I get that this is done for the good of the safety of the people. My initial reaction was (like many others), shoot down that bloody drone and be done with it. Now, I get that things are alas not that simple and I started to get educated on what is currently being used.

As I learned more, we are given: “Michigan Technological University, for instance, has demonstrated an “octocopter” armed with a gun that fires a net to trap and carry off rogue drones. Not only does that approach work at altitude, it also protects the captured drone from plummeting to the ground, potentially causing injury or destroying evidence.”

Hence I reengineered the net, the initial solution that the Skywall has (at https://openworksengineering.com), when we combine it with the Octocopter, gives us the first part. Now we merely add a small cylinder and an ejectable cartridge that activates 3-5 seconds after firing. The ejectable cartridge is filled with high pressure helium that inflates a balloon, one that is similar to the airbag in a car, most likely larger. The cylinder also has a small beacon, which will be active. We have now achieved two parts. The first is that whatever is captured is now being slowed by the balloon on helium, also preventing full speed crashing, and limiting damage. The beacon will guide the people to where an industrial grade drone will go. This now gives us two parts, the operator takes his/her losses, or finds out that the drone is giving away their location, making an arrest a lot more likely and easy. The second part is that no matter how the drone works, it works on physical principles and drag is a bitch; ask any sailor or para-glide enthusiastic. Not only will the drone be less likely to make it back, it will hinder whatever comes next, an alternative solution that merely took 34 seconds to figure out, whether it is an actual solution requires a little bit of scrutiny; if we add a paint or glue device to the cylinder that once the cable is out sets it off? The impact on the rotors as its rotational ability is lowered by a lot might also down it, whilst the impact is diminished by the deployed helium balloon.

The second solution is brought by Defense News (at https://www.defensenews.com/digital-show-dailies/navy-league/2018/04/10/this-gun-shoots-drones-out-of-the-sky/). Here we see: “The IXI Dronekiller is the first and only hand-held counter-drone technology employing the use of software defined radio, according to IXI Technology representatives at the Sea-Air-Space Exposition in Washington, D.C., this week“, we are also treated to: “The IXI Dronekiller will be able to target all Type I and Type II commercial drones, which are exactly the type you’d see non-state, and even some state, actors employ on battlefields like Syria, Iraq and Afghanistan“, an interesting solution. Yet the Guardian gives us: “more sophisticated drones know to automatically return to their operator if they lose signal“, so what if there is a binary signal? What if the first one does what it is already doing, yet the second part ends up being more like the precursor to the laser. What if we take MASER (Microwave Amplification by Stimulated Emission of Radiation) to a new level and fry the circuitry at the same time (if that is possible over the range)? We would not have solved the damage by crashing, yet over airfields, the damage will be at the most a landing strip and if it can survive the wheels of a Boeing, it can take the impact of a drone, no question. Another option is tagging, if the perpetrator cannot be stopped, perhaps the drone can be tagged, making it a much larger issue for anyone to get it back. In addition to all this, industrial drones are not cheap, so after this person losses their second drone, the impact will be financially felt, these babies go for $8,000 each and the first serial number will aid towards getting the claim for 800 delayed flights started.

All this took merely minutes to contemplate, implying that there is plenty of progress to be found in the anti-drone field. Still when this happens right before Christmas weekend, the victims will remain the airport passengers and that sucks. I have been in a heavily delayed flight before (twice actually) and even as the airport was not at fault either way, the lack of options at airports for those stranded still sucks.

Let’s hope that these people at Gatwick Airport will make it to their destination without any further issues

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Tagged as Defense News, Drones, Gatwick Airport, IXI Dronekiller, MASER, Michigan Technological University, octocopter, Sea-Air-Space Exposition, skywall, the Guardian

December 17, 2018 · 12:04

One to the hospital, one to the morgue

It is not a setting, not a statement; it is merely the observation of what we see happen. Yet the question becomes who is who? It is a setting of placing Interserve next to the Cardigan Integrated Care Centre that is where we see a situation evolving. And it would not be a London project that is in danger, would it?

Why the situation? It is the timing, even as everyone is still ‘working with’ and ‘LOCAL health board officials are confident that Cardigan’s new £24m health care centre will not be affected by the financial problems of outsourcing company Interserve‘, I am less certain that this will not have an almost deadly impact on the project. The article (at https://www.tivysideadvertiser.co.uk/news/17301424.interserves-problems-should-not-affect-cardigan-integrated-health-centre-project/) gives the people none of that and as far as I read the article, there is nothing there indicating the views I have, yet the setting is already staged to become worse, much more worse I might add. That is an easily given fact as the project is not due until the end of 2019.

You see, the article also gives us: “Interserve is responsible for delivering the project but there are fears over its future after it confirmed it was in rescue talks that would see retail shareholders virtually wiped out and creditors take control.“ Yet that is not the directive part in all of this, and the article (through no fault of it, or its writer) gives that part to the reader. You see, that part we get when we contemplate ‘Struggling Interserve may hand construction unit to lenders‘ (at https://news.sky.com/story/struggling-interserve-may-hand-construction-unit-to-lenders-11581667). the first question that rises, if there is such a debt, why would we see: “drawing up plans to hand its £250m building materials unit to its lenders as part of an ambitious plan to secure the company’s future“, which is a choice, yet when we see another article also giving us: “Outsourcing giant Interserve is preparing to spin off its lucrative building materials division in a bid to reduce its debts“, so why would a ‘lucrative’ part get sold off? Lucrative clearly implies the part that allows for a much quicker turnaround and in absence, that lucrative part used to keep the lowest bidding in place will also (optionally) drastically increase the cost of projects when it falls away and that is where the Cardigan health centre find itself optionally soon enough. We might think that ‘RMD Kwikform makes equipment used to build concrete structures‘ is no indication, yet this equipment is often merely leased per project and a new owner implies new (or additional) fees or another destination for that equipment, changing the entire setting of the project and experience, as well as history taught us that a board in trouble does not tend to care too much about their running projects.

Am I correct?

That remains to be seen, because there are several factors in this that are unknown, yet the setting that the project is a year away implies that there are plenty of stages uncompleted and they are therefor at risk. The fact that this news is 2 hours old means that there is no given setting, yet the large impacts will be seen in the next quarter and that is when the pennies drop for several projects, the question is on how the stage will be maintained.

The fact that Interserve stock has been reduced by 45% and when we consider that the Interserve board is close to a month away from revealing its plan, as well as the fact that this thunderstorm has been looming for over a month does not help matters.

From another source

The Financial times is giving us another setting here. With ‘UK government to continue awarding contracts to Interserve‘ (at https://www.ft.com/content/03f63e62-fd41-11e8-ac00-57a2a826423e), we saw that the government last week was setting the stage for Interserve to get some deals going as these projects mean money and money coming in is always a good stage to continue the work. So when I see “Government sources told the Financial Times that it does not view the company as another Carillion— the contractor that failed in January — and that it would consider Interserve for further tenders“, we should consider it as a partial truth, when you are down in a debt that soon will be pushed towards an approaching £1,000,000,000 (as I decided to round it towards the worst case scenario), we need to realise that something has gone terribly wrong, That amount approaches to the annual income of 32,000 construction workers, and their pensions, so there is another side to investigate soon enough (although we do acknowledge that the Interserve pension is high in the green).

Are we overreacting?

That remains to be seen. The fact that this large a debt is an issue on something this big needs to be scrutinised in several ways, not merely what is to come, but how come the debt is there in the first place. Improper pricing, inefficient project management, wrongful costs are all stages here that pushes additional costs through the roof and that is where it all hurts, and without proper vetting the pain remains and we will see additional projects operating at a loss. that part was given by Construction News in April this year when we got ‘Interserve suffers £244m loss for 2017‘, the quote “an “inefficient operating model” with high overheads had left the firm “exposed to weaknesses” in the support services and construction industries” by chairman Glyn Baker is clear enough, the wrongful setting and we see an amazing growth of losses and debt. the fact that we were given the implied “Interserve said the business will need a “significant de-leveraging event” to stay viable, which would likely be an asset sale, or raising further equity before December 2020“, which against ‘cut costs by £15m in 2018, and is on course to add £40m to £50m to operating profit by 2020‘ sounds almost like a joke, to with a debt over 800 million (conveniently rounded to a billion by me), we see the mention of “limiting the cost issue by 1.8%, whilst adding debt reduction by 5% in two years’ time is exactly the message in a stage how we should read it, A Joke!“, oh and that is all whilst in those 7 months £300 million was added to the debt, is anyone waking up yet?

In all this, Interserve has gone from bad to worse from 2015 onwards, all whilst some might expect that with Carillion out of play, options for Interserve should have opened up, no matter how bad the market was, one larger player was removed.

Round 2 is worse

The audience has been avoided getting exposed to certain parts of the business, we might not have realised it, yet that part is actually given the limelight by the Investors Chronicle (at https://www.investorschronicle.co.uk/alpha/2018/12/13/interserve-the-warning-signs-were-ignored/). You see, I saw certain parts a month ago, but for me, it was partial news as I never looked at Interserve before. So when we are given certain points, and I am merely leaving the ones that matter:

Low profit margins.
A reliance on acquisitions and cost cutting.
High debts both on and off its balance sheet.
A big pension fund deficit that needed large amounts of cash flow to reduce it.
A difficulty in converting operating profits into operating cash flow – a classic sign of poor profit quality.
The need to sell assets in order to maintain and grow dividend payments.

At what point did we not consider the massive danger Interserve was in? The events that I have been able to track go back to early 2016, The Financial Times in May 2016 and the Independent in August 2016 give us some of the goods, in addition there was Forbes in 2017: “Overruns lead to £70m charge for construction and services group“, as well as “The Reading company advised that a tight control of working capital across the rest of its business last year substantially offset the adverse cash impact over at EfW. Consequently net debt clocked in at between £270m and £280m as of the end of 2016“. It is the fact that we see a clear level of inaction (or bad management) that gives rise to the situation, the fact that these issues were clearly in place almost 2 years ago, gives rise that the government had a clear duty to intervene to some degree, that level might be up for debate, yet the ‘let’s leave it for now’ and the presentation (at https://www.interserve.com/docs/default-source/investors/financial-reports/presentation-results/2018/h12018-results-presentation.pdf) now give the consideration that there is every chance that shareholders might be seeking legal counsel. You see Interserve ‘presented’ the so called facts: ‘Fit for Growth initiatives delivering savings and creating a simpler, more effective Interserve‘, as well as “Overhead reduction and efficiency measures to deliver £15m savings in 2018“, gives serious contemplation that the shareholders were not properly informed of the dangerous place that they were in at that meeting in August 2018. In addition, slide 20 gives rise to another contemplation; the fact that two posts (Manufacturing and Regulated industries) are set to a marker size of £22 billion, 2 out of 7 mind you, and we see the losses incurred, we see additional worries on management and pricing. Even at a 1% margin, we should see £220 million in the plus for these two alone, the fact that the overall is set to minus £800 million, and a mere positive move of up to £50 million is a much larger debate and as such, one might argue that there is a lot more going on in the negative of Interserve that we might think.

Baskets of fruit

In opposition to my own view, I am in several ways comparing apples, pears and oranges and merely labelling the items as fruit, which in itself is not correct either. However, from my point of view, I see a tradesman dealing in 22 billion pieces of fruit and when left with a certain minus to this degree gives clear indication that the entire business model is wrong on a few levels giving additional worries on the earlier reported premise of ‘The need to sell assets in order to maintain and grow dividend payments‘, the conceded view that selling of your land year after year just to look good implies that the farm devaluates with every year and when we see that this has happened from 2016 onwards, the signs given should have been louder by many players and that (to the best of my knowledge) has not happened.

The Coroner is in the house

When we consider the elements, we can also give rise to what needs to happen. If Interserve continues on this path, there is every indication that we see sell off after sell of, with an optional class action against Interserve, implying that the damage increases, so those projects set for delivery in late 2019 and 2020 (A Wales health centre for example) will find themselves on the coroners slab whilst the media looks at the intestines coming to the conclusion that at present there was no way to save the patient, and when we see that, how will that affect the £25 million Merthyr’s Prince Charles Hospital in Merthyr Tydfil? These two are close to £ 50 million, something will have to give and where will the government spring in when they have to? Will they do that? This does not mean that this situation explodes to that degree, but the signs of patient Interserve are not that great at present. And should there be an interception to protect these two projects, does that imply that Interserve is ready to be shipped to the morgue?

That is the foundation of it, because the stage we see now implies that you can save one, but not both. The stage to the degree as I am seeing it should not allow for it in the first place; it does open up new options that as Interserve breaks down we will see new players come to life, perhaps one per construction project, yet that too has the danger of costs going overboard in a large way really fast, that is the nature of the beast, merely because the largest players implying to have the costing down to a margin is a mere 1%, smaller players can never do good on that promise, showing us that costs will overrun on all projects by a fair bit. To see that in a much more local London setting we see places like the Aecom tower and the stage where ‘overly enthusiastic‘ contemplation was set until we got: “profit was “lower than expected due to the losses taken on an underperforming project in one of the company’s core market segments”“. This matters, there is a speculative approach to construction projects and the stage is not merely on how things are pushed, it is on how pricing models are staged and presented by all and that requires a much larger oversight, or better stated, it needs additional scrutiny on a few levels. There is a stage that clearly is part of the Interserve failure. Even if the ‘new’ model implies that we might optionally see: “the tower will now house 861 apartments of which 765 were for private sale, the adjustment now allows for a private sale of 813 apartments“, screwing over even more social housing points. If that is allowed, certain councils should be overhauled and those parts of the stage allowing for that should be required to be facing the dock and optionally dismissal of the project as well as the investment amounts to be considered a total loss. There is a lot wrong in this entire stage and it all started with optional pricing models that were seemingly not realistic in the first place. Carillion clearly showed that element as I personally see it and whilst the board of Interserve is contemplating what to do over the next few months, they to require a level of scrutiny that is a lot larger than anything we considered before. The Greenland Group and Aecom, merely illustrate that what we are seeing in the Battersea Power Station debacle as well as a much larger stage of construction jobs out there (Interserve pricing anyone?).

So when the Financial Times gave us merely a day ago: “A refinancing arrangement between its Malaysian owners has been delayed for the third time; the cost of labour and materials is increasing; the developers have more than halved their expected returns and there are disputes with Transport for London over the cost of the Northern Line Underground extension to the area“, we see that the pricing stage for construction companies (as we clearly see with Interserve) is a much larger concern, we could argue that someone is dampening the cost and margin part merely to get things started and in that trend, we might need to consider other avenues. Perhaps consider nationalising projects in this stage and those shareholders and investors will have to live with their 100% losses. Why leave this level of unacceptable pressure on taxpayers and governments?

And the fake messages of keeping Britain good for investors also required those pricing goons to consider that it comes at a cost. If the players cannot do their job, then those hurt must seek legal consideration against those firms using flaccid pricing models, making matters worse for Interserve, but should we actually care at that stage?

There is every consideration that Interserve goes to the Hospital whilst the projects in wales go to the morgue, but personally I do hope that it is the other way round, as the Battersea Power Station project implies (and a few more beside that); the entire problem on construction has been around for close to 5 years, implying in my personal opinion that these problems started long before Interserve was in the deep financial problems it currently is in, giving rise to several issues that require discussion in the House of Lords at the very least, and perhaps starting the discussion of that agenda no later than week 2 of January 2019 would not be the worst idea as I personally see it.

Do you want to see an avoided discussion on how a health centre went to the morgue no matter where it was supposed to be built?

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Tagged as Aecom, Aecom tower, Battersea Power Station, Cardigan Integrated Care Centre, Carillion, Construction, Financial Times, Forbes, Glyn Baker, Greenland Group, House of lords, Interserve, Investors Chronichle, London, Merthyr Tydfil, Northern Line Underground, pricing models, Prince Charles Hospital, the Guardian, The Times, Tivyside Advertiser, UK Sky news, Wales

December 13, 2018 · 11:27

This was actual news, how?

OK, I have slammed many of the large corporations, members of the FAANG group, Microsoft (on the mere principle of joy), IBM, because we have to and a whole range of other technology providers. We could work on the conundrum that a UK comedian once gave us:

“How long must we bash Microsoft, not merely for the joy, but because it is our civic duty to do so?”

Apparently his equation also applies to UKIP, Nigel Farage, the LibDems and Nick Clegg. At times, I have hit out at Google decisions as well, because at times, in critical points of exposure we need to do that. Not merely because of a $340 million payout they would owe me for bringing them a patented solution worth $3.4 billion, but you get the package deal. If you cannot say where it is at when it matters, whatever happens will never matter, and I prefer not to work for anyone who does not matter, or whatever they bring matters to no one, it is a stage of work that is self-destructive in the end, and who wants that?

My bosses have always known that, they always knew where they stood with me, no exceptions. I hate bosses who are too scared to give me the bad news. You know those bosses who over the course of the week go from. ‘We would like this to get done’, then we get ‘It would be best if we can manage this to be completed, optionally at the end of the week’ and on the Friday afternoon we get ‘If we do not present it on Monday morning, jobs will be on the line’, so we work throughout the weekend, whilst the previous Monday we could have been given the reality of ‘This has to be presented next Monday morning, so we need to put in the hours to get it done’ There we would have known what we were in for. Not to overly stressed stage of a weekend to resolve issues (whether realistic or not).

These bosses are still around, they are the epiphany of cowardice, they cannot relay bad news, no matter what is ahead.

Why are we getting this?

The Guardian (at https://www.theguardian.com/technology/2018/dec/11/google-tvc-full-time-employees-training-document) gave us less than 9 hours ago: ‘Revealed: Google’s ‘two-tier’ workforce training document‘, we get “Google staff are instructed not to reward certain workers with perks like T-shirts, invite them to all-hands meetings, or allow them to engage in professional development training, an internal training document seen by the Guardian reveals“, and my answer is: ‘So what?‘

I was one of those people, I was assigned exclusively to Google and I did not get that stuff, we got some of that stuff via our own office. I NEVER took offense, because I was hired and employed by someone else, I was merely exclusively assigned to Google. There was no lack of clarity; there was no lack of information and no lack of assistance. Google is a world by itself, it opens EVERY door within Google and those employed there have access to pretty much EVERYTHING. So it is in all kinds of manners an IP nightmare in the making, as such it is important to know what you can do, what you can access and where you can be. They never denied us food, coffee, snacks, or access to the materials we needed to do our jobs, we merely did not get everything and I get it, I always understood that this is a nightmare for the actual Googlers as well.

So there is an actual harsh truth in: “Working with TVCs and Googlers is different,” the training documentation, titled the The ABCs of TVCs, explains. “Our policies exist because TVC working arrangements can carry significant risks.” I do not believe I ever did anything inappropriate there, I never betrayed the trust of Google; I never short changed their customers on service. Apparently 2 years later there are still agencies that look back on my service very positive, that is my reward, I did a good job and that is what I always wanted to do, a good job. I also always wanted to be a Googler, because of the access to so many bright minds, it is intoxicating. For 20 years I was the only light in a company (because of my function), pushed into a cubicle with the books , manuals and data sets, the guru on a lonely mountain. To walk into the room with similar bright minds and knowing that I am not even close to the brightest mind is awesome, for me trying to keep up with them was a challenge, one anyone would miss. It is like training with Braden Holtby and Martin Jones for next week line-up as a goalie (in realistic terms, I would end up in 4th position there), but I will fight for it, no matter what, so Braden better bring his flaming A-game to that practice round.

I also did not take offense to: “According to a current employee with access to the figures, of approximately 170,000 people around the world who now work at Google, 50.05% are FTEs. The rest, 49.95%, are TVCs“, perhaps I should, or perhaps I should not. Well, I am no longer a TVC, so it does not matter, you see, that is corporate policy. It is what some would call: ‘Above my pay grade’. For the most I want to do a good job, have a decent place to live in and do it just like I did many decades, I am a workaholic at heart, I feel no denial or shame.

So when I see: “The letter detailed some of the material concerns that TVCs face due to Google’s differential treatment, including lower wages and “minimal benefits”“, I wonder what that is about, because I never had any income complaints and the lunches I had there were awesome (and a nice plus). The work was well staged, the equipment was there and working (they have an excellent IT department), which in light of some other places was a nice step forward. Perhaps it was lower wages, I do not know, I was hired on a clear premise and they fulfilled it 100% (110% is you consider one or two extras). Yes, I did notice that the Googlers had all kinds of extras. They have a job to do, a target to make and whether they did or not, I do not know. I did what I had to do and there was no negativity. Perhaps it is different in other nations, perhaps a place like Mountain View has other parts, I cannot tell. Yet when I personally see: “Google routinely denies TVCs access to information that is relevant to our jobs and our lives,” the letter states. “When the tragic shooting occurred at YouTube in April of this year, the company sent real-time security updates to full-time employees only, leaving TVCs defenseless in the line of fire. TVCs were then excluded from a town hall discussion the following day.” I see an issue, one that he article does not give.

I never was denied information that was relevant to my job, I got at times a whole lot more information than I bargained for.
‘Leaving TVC’s defenseless in the line of fire‘, I cannot tell, I was not there, was that actually the case, or was that perception? That is an important distinction, and I feel certain (to a small degree) that the writer Julia Carrie Wong cannot tell that for certain either.
Excluded from a town hall discussion, makes sense because as a TVC I would not be an employee of Google, my boss if I was exposed to that would inform me and then make sure I got all the support I needed, because my boss was great in that regard.

So we have one part with three elements where two parts could be wiped form the ledger immediately leaving one optional discussion.

Bloomberg gives an additional part. there we get: “One contractor, who works 50 to 60 hours a week in Google’s marketing division, said TVCs are treated as “collateral damage” who can be hired and fired on short notice to help the company achieve business goals quickly and cheaply.” that is the nature of the beast, that is the impact of being a temp, I have been a temp for many years and I preferred being an actual employee, but it was work and at some point I became an employee of a large software firm, sitting on the other side of that equation. And even today I would not shy away from being a Google TVC. I was never treated wrongly. For the most I was never treated wrongly at any firm hiring me as a temp, oh and on the side, those 50 hours were all paid for, as an employee I did not get that overtime. We all have moments that suck, we all feel a little down when we are the employee that is not invited to the corporate party, no free booze and food (mostly food mind you).

I understand that there are plenty of temps that feel unhappy about being a temp versus being an employee and that is to be expected, most of us have been there one day or another. Yet in this stage of so many people without a job, any job will do, that includes temps. As for the quote “Another TVC described full-time staff asking her to move from an office desk or cutting ahead of her in line for coffee because she was a contractor and therefore not as important“, I have NEVER experienced that or seen that in any of the three Google offices I have been in. In the end, we should realise that any company will hire its own variation of jerk, or douche bag, it happens, want to blame the company for that? Good luck trying to work for the CIA at some point.

Bu the way, I had to do some of those training modules and you should all see that this is done so that there is clarity, so that you do not accidentally set yourself up for a harsh fall, because someone will cry with the claim of false promises, or the statement that someone got bought (or hundreds of other dangers). Google is pretty good that way (likely merely for self-defence purposes), making sure that the person knows what they need to know.

And perhaps it is ‘all about saving money‘. Let’s face it google has a few hundred courses running, do you want to lose time and resources training 10,000 contractors on skills they do not even need? I always had access to all the trainings I needed and they made sure that there was work time available to do these courses, which in opposition from bosses making me go to some of them in a weekend setting is a great plus. I would happily walk up to Duncan Lewis requesting access to the long range training with the .338 Accuracy International AWM. You never know when a dingo comes for your baby, and that apparently happened for real (and in an Oscar setting), we must be ready and vigilant and it is not like Duncan has anything better to do with his time, but to approve for my needs, right?

We need to see what is required and what a person was hired to do, it is not kind or friendly or accommodating, but that is not why people get hired, hired as either temps or employees. We seem to forget that in places like Google, Microsoft and IBM, employees get for the most their full access as it is a return on investment for the firm to give them the knowledge, to keep staff versatile, that line does not apply to temp staff. We seemingly forget that part at times.

So when we see: “In 2000, Microsoft agreed to pay a $97m settlement over a massive class-action lawsuit brought by permatemps“, it is optionally not because Microsoft did anything wrong (I honestly do not know that part). There is an unwritten part and a clear part and sometimes that field is jurisprudentially too grey too fathom and settling would be much cheaper in the end. Yet when I was at Google, there was no non clarity; the actual Googlers were happy, friendly and kind all the time. That year was one of the best ones in my entire working career and that is saying something. So when I see: “We are legally in the clear to treat people like garbage.” I can tell you right now that I never experienced or perceived such treatment by anyone at Google ever, which leaves us with a lot more question regarding this article and as such I wonder how these sources were vetted. It might all be on the up and up and I will say sorry, accepting that my personal experience is merely one of 49.95% of 170,000 staff.

So I might be the positive outlier and I will happily admit to that is that is the case, yet I see here merely one view of an American side of a corporation that operates in 219 countries, and as far as I can tell 70 offices in 50 countries (3 in Sydney), from that point of view I wonder how accurate or acceptable this article actually is.

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Tagged as Alphabet inc, bloomberg, Braden Holtby, CIA, Duncan Lewis, FAANG, google, Google TVC, Julia Carrie Wong, Martin Jones, Mountain View, Nick Clegg, Nigel Farage, the Guardian, the LibDems, TVC, UKIP

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