Tag Archives: UAE

June 16, 2023 · 20:49

The news I never saw coming

We all have this, we see events. We see impact and we see the fallout of choices. There are no real surprises. Yet Google surprised me a little. First they dump their Google Stadia and through that shed market share, all whilst there is a stage where they also denied themself to billions in revenue. This happens, there is no blame. There are a whole range of corporations who needed to adjust their mission statement, their party line. I get that (in the 90’s not that much). So I was taken by surprise when Al Arabiya gave us (at https://english.alarabiya.net/News/saudi-arabia/2023/06/15/Google-announces-training-for-Saudi-Arabia-gamers-MENA-Gaming-Summit-in-2023) with ‘Google announces MENA Gaming Summit in 2023, training for Saudi Arabia gamers’. So first they dump their Stadia and now they start training gamers? What will they use a PS5, or the Amazon Luna? So when we see “Last year, Saudi Arabia’s Crown Prince announced a plan to develop the country’s gaming and esports industry, aiming to create 39,000 jobs and boost GDP by $13.3 billion (50 billion riyals) by 2030.” I merely go ‘meh’, they turned me down when they stood to make billions in advance, optionally I would be representing 40% of that revenue in phase 1. I admit that my solution is not much for the Esports category, as such I am not a solution, but indirectly they could be fuelling all kinds of business and the revenue adds up. Still this is not about me, it is about Google. Their training manuals are pretty sic and as such that choice makes sense, yet under what guise are they restarting a gaming initiative after dumping their console? It is not the weirdest question to ask.

And it is also there that some parts are starting to make sense. With “Gaming experts and partners from Google will run training programs for over 250 university students across Ahsa, Abha, Dammam, Jeddah, and Riyadh from September 2023 with the Ministry of Communications and Information Technology’s Centre of Digital Entrepreneurship (CODE). The program is expected to cover entrepreneurship strategies, gaming career opportunities, monetisation through Google Ads solutions such as PerformanceMax and AdMob, distribution best practices on Google’s app store Play, storage solution Cloud and video streaming platform YouTube.” It seems to me that the gaming side is merely a sidetrack. The real deal is seen with “monetisation through Google Ads solutions such as PerformanceMax and AdMob, distribution best practices on Google’s app store Play, storage solution Cloud and video streaming platform YouTube” as I see it, this is about advertisement money at ANY expense. How lovely from Google. At present we see the funny money hype through gaming as an advertisement handle. How to maximise on that, which is not the same as gaming. It is at times actually the opposite of it. 

And with “YouTube will offer a workshop at the Saudi Esports Federation’s Gamers8 conference for 50 Saudi-based creators and Esports players focusing on gaming content and channel optimisation, audience development and engagement with the gaming community on YouTube.” I reckon that before long it will become about advertisements pushing through engaging with gamers. I could be wrong, but that is how I am seeing it at present. There is one part I find deceptive, but I could be wrong. With “Saudi Arabia is home to over 22.3 million gaming enthusiasts, many of whom can be equipped to turn their passion or hobby into a full-time career.” I am wondering what the endgame is. You see, Saudi Arabia has 32.1 million people. This statement gives us that 69% of Saudi Arabia is a gamer. That is an uncanny large population. And then we get to ‘many of whom can be equipped to turn their passion or hobby into a full-time career’, I cannot say that this is false, because I have no data whatsoever giving evidence that the statement is correct or false, yet the statement that the larger setting of 69% can be equiped to be professional players implies that there is a massive need for hardware. Perhaps that is true, but it also opens up other dangers for Saudi Arabia. An average gamer and his PC sets the need for an 850 Watt power supply. Now consider that half of that, roughly 15 million will suddenly require 850 Watt for the PC and then we get the monitor and other devices. That is one hell of a power drain. The KSA would need to consider the larger need of 2 nuclear reactors commencing their building within 60 days and there is every chance that if the Google numbers are right, they will come up short long before these rectors are completed. These puppies take 5 years, they can rely on gas or oil reactors for power, but that puts whatever environmental needs they had going on the draft of failure. All that and the largest setting is not even being met. That level of gamer additions and the rest of the nation will face labour shortages, but that is merely me trying to be realistic.

So is there something? Well yes, this does not come out of someones imagination, but I have some question around the numbers and that is merely before we consider another side. You see Statista released in April “Nine out of ten adults in the UAE play video games, and 90% of respondents in a Global Consumer Survey by Statista considered themselves gamers, with 23% identifying themselves as frequent players, meaning they play at least 11 hours per week. In 2023, the UAE’s gaming market is projected to reach over 306 million USD.” As such is the reaction of the KSA regarding what the UAE is giving us and is Google merely the facilitator? I get the 90% bit, I consider myself a gamer, but that is not my professional setting (it was not possible to be a professional gamer when I was young), so they have other professions as it will be in the KSA, yet to be a professional esports person, making it your full time career requires other elements and when you consider these parts the numbers do not add up, not in the frontal version and not in the aftercare (power needs). 

In the end, we will have to wait to see what the MENA Gaming Summit in 2023 actually ends up being. We will see, it will be soon enough.

Enjoy the weekend now starting near you.

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June 14, 2023 · 01:11

There is a larger play

Something stirred in me when I saw the article (at https://www.theguardian.com/sport/blog/2023/jun/13/saudi-arabia-golf-pga-tour-public-investment-fund) called ‘Saudi golf takeover is blueprint for what they want to do everywhere else’ and I had some issues with this. You see, we might give credence to “Players who had turned down eye-moistening sums of Saudi money out of what they laughably believed was a reciprocated loyalty to the PGA Tour found out, like everyone else, when their phones started pinging”, as well as “Even most of the PGA Tour board had no idea what was happening. Does this strike you as the behaviour of a regime concerned with winning hearts and minds? The brazenness, the wall of silence, the smoke and mirrors, the decision to present this deal to the world as a fait accompli: this is all part of the performance. The projection of power matters as much as the power itself. It says to the world: we bone-sawed a journalist, we bought golf and you didn’t even know anything was happening”. And there is more when you read the article. The largest stage is not set and not given. The largest set is that the US and EU are broke. They give a nice presentation, but the largest stage is that they are broke and the sports need to survive. As such the players, the teams and the largest settings are moving house. F1 is going because the middle east is almost the only one who can play jet set with money. Football is much harder, but the players that matter are moving house. They can try to be prima donna in a saturated world, or they can be the shining star in a place where they are alone. They can spread their wings and perhaps become a little better, or create the next generation of winners. Ronaldo and Messi are examples. The NHL is losing people to the UAE and the Middle East. Pakistan is becoming a more fearsome adversary in Cricket and that list goes on. The PG is merely one example and soon the NBA will see players go to the UAE and Saudi Arabia. The middle east is becoming a sports contender and whilst we are all wondering why. Consider that these sports wanted inclusion and that is what the KSA and UAE did. Soon the KSA will have a new English news channel and I reckon about that time they will be casting sports to anyone interested in sports. A new conversation on topics we heard for decades and people will pay attention. Consider that we will get (in English) Arabic newscasts on sports and now the advertisers will take notice. These two players played the long game and the advertisers will come around. This is a given, they will go where the people are and the people want sports. It is a game that the Middle East plays well and they played it well now. The channels lost credibility, they lost teams and sports and now the harvest for the new channels will come in. Add to that the Vision 2030 by the KSA and you get to see a new stage, and in all that the interest in Islam will flourish too. The Christians who are hating everything will lose more and more. Doubt that? Look at Florida. People in Nazi outfits in front of Disney world parading? That is what remains of the US. A place no one wants anymore and the Middle East is enjoying every Karen and dopey video that graces TikTok and YouTube. The aversion against the US and EU is growing. Everyone is shouting and no one is speaking sense and the Middle East is cleaning house because of it. 

So how long until places like the UK and Australia will wonder how the Dubai White Bears are doing and what the scores are for the Emirates Hockey League this week. They will still watch their own teams, but there is a shift happening and it is happening all over the sports world. It is not merely Saudi Arabia, there are more. The Pakistan Cricket Board (PCB) is growing visibility and that is merely one of many. Until recent no one had heard of Fayik Abdi. In 2022 at Beijing Olympics he finished 44th out of 91 competitors. A man from a place where there is no snow is now in the top 50 best ski contenders in the world. Let that sink in. He beat a whole range of people who get to practice it every day, they are from places where there is snow most of the year and a Saudi surpassed them. Our view of the Middle East is off by a lot and we have been lied to by the church since 1094. We are set in a view that no longer applies. The Middle East can ad is becoming more and more a contender in sports we never considered was a threat to anyone from our local stages. Art Schenk (NL), Andrew Symonds (AUS), Lucas Braathen (NO) will soon see new contenders for top spots. Sports fans will cheer Fayik Abdi (KSA), Babar Azam (PAK) and Juma Al Dhaheri (UAE) that too is the consequence of inclusion. And the sooner we learn that anyone can play sports, the sooner you learn that these steps we see now are a natural next step in sports. We might focus on the money, but that is merely a sidestep. How much attention did the PGA get? Who now could afford to play golf? The media focusses on on every scandal it can, because scandals are emotion and emotions relate to clicks. So how many non-scandal related sports stories have you seen in the last week? When was it about the joy of a sport? Who remembers what the BBC reporter Andrew Jennings brought to light? 

Sports is not merely in turmoil, the fans are seeking a way to actually enjoy sports, something they get less and less of. And all the providers are charging for the ‘honour’. As I see it the Middle East has a larger advantage coming their way. But that is merely my point of view.

Enjoy today.

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June 6, 2023 · 21:14

Ding Dong, push it

This is the stage, it is not exactly ding dong ditch, but the stage is not that far off. Some would state kiddingly “How do you tell the difference between a male door from a female door ? One’s got a ding dong and the other knockers.” Yet the larger truth is hidden here. It is a combination of anticipation and expectation. In market research it is about engagement that engagement is depending on Business Intelligence and most brands have been slacking off, they can no longer tell the difference between what the party lines tells THEM and what the consumers expect. There is a misalignment (not some Miss Alignment). The ITP (at https://www.itp.net/business/uae-consumers-expect-brands-to-get-them-report) gives us ‘UAE consumers expect brands to ‘get’ them: Report’ in this I am referring to places like the Dubai Mall. They are doing a much better job, but they are also vying for attention. That place has more than 1200 outlets and places like Louis Vuitton are vying for the attention of people also seeing Burberry, Armani, Dior, Cartier, Hermes and Prada , all in the same mall. A place that is over 12,100,000 square ft in size, so they need to get it right the first time. You see these places aren’t really competitive for people with a misers purse. When you see a person walking with a shopping bag that might not fit a sandwich, that person is likely to have spend $5000, as such he or she is done for the day. And that mall has 200,000 of visitors a day, as such they need to get on point to get their fair share. Business Intelligence is the currency that assists and here we see “According to the study, a staggering 92 percent of respondents claimed that it’s important for brands to “get” them. These findings come at a time when brand loyalty is plummeting, with 91 percent of consumers surveyed in the UAE (15 percentage points higher than the EMEA average) claiming to be less loyal to brands compared to two years ago. Nearly one in four individuals (23 percent) attribute this decline in loyalty to disappointing experiences.” I personally believe that it comes from the people expecting some kind of engagement, and to be honest, outside of the videos on the Dubai Kids Zone, I have not seen to much engagement. One of My IP solves that, but it is not mean for one shop, it is meant for the entire mall. It is the brands that require to create some level of engagement and to be honest. In all the mall walkthrough videos I have not seen any. You might wonder what that means. You see, the video walker will call attention and thus far, apart from the sensational views that the mall offers, I have not seen any. And my personal view is seen with “When asked about specific expectations, the researchers discovered that 79 percent of the UAE sample population emphasised the importance of brands consistently being aware of their purchasing habits. Furthermore, 86 percent of respondents insisted that companies should remember their preferred communication channel. A staggering 91 percent called for personalised discounts, while 86 percent urged brands to offer tailored recommendations during engagement sessions.” And consider this ‘86 percent urged brands to offer tailored recommendations during engagement’ Now there is debate on how to go about it and I reckon that this is on their marketing groups, but when we get a number like 86% it matter, it matters a great deal. I myself am on the fence, not on what is done, but how it is done.How to do cater to a Muslim population? In New York you set the Victory Secrets line in the open and the people come gushing, that will not work in Dubai. In other versions I prefer to have fun, as such the Mall could do something like below. 

Not real people of course, but the heads do not fall into a number, but into a slot with a brand and the ‘winner’ gets a small token from that brand. Perhaps to add a factor, the numbers 5,10,8,5 will be replaced by “Diesel, Adidas, Nike”, “Burberry, Dior, Hermes”, “Prada, Chanel, Cartier” and “Virgin, Sony and Nespresso” the (animated) head falls down the ramp and falls into one slot, then the visitor gets to grab one present from a barrel. An element of surprise and one of excitement. I reckon that line will fill up massively and fast. This is not the only way, some companies have their own way of engagement and they need to dig deep to create engagement, because when a place that rocks 200,000 visitors a day state that 86% of them had a less than great experience, it is time to evaluate what you are doing and the images below show great views, but it is lacking engagement. So why is that? And don’t think it is one shop, Louis Vuitton and Virgin both rock the view, and lack the engagement as far as I can tell.

So how to get the attention?
This is a much harder question, it is how to get them and that has been a life long struggle right from the bat. Customer engagement starts at one point and goes around towards what grabs them and Market Research is about masses, engagement is about that person, as such BI needs to evolve into new areas of engagement and that is the rub, how to go about it? The study gives us “The study revealed that 86 percent of respondents (15 percentage points higher than the EMEA average) considered it important for brands to provide a customer experience supported by the latest technology. Similarly, 85 percent (21 percentage points higher than the EMEA average) expressed their likelihood of being more loyal to a brand that invests in technology to enhance the customer experience.” And yes a TV screen creates more engagement, but at the Virgin Megastore, where were the gaming corners? 

Where are the places that interacts with people? It is not merely the best TV or the best screen size, it is what grabs a persons attention and there places like Adidas could benefit by adding a sport element in the store, it could benefit by having a place like Hermes open a creative corner. 

Consider buying a pyjama. One of the dreariest acts I ever face, but what happens when you can create your favourite pyjama (optionally in a more privacy setting)? It seems that the Arabic world is all about sports, as such what happens when you get to create your next polo-shirt based on YOUR favourite team? The Dubai Mall sports two Hockey teams, so why aren’t brands using that for more interaction? They might, but I never saw it. If the world of consumers is about engagement, the lack of attempts is equally staggering. You see, one of these walk throughs would have shown something. And it wouldn’t need to be ‘horrific’ like feeding a mermaid to the sharks, but between doing nothing and doing something horrific is quite literally an ocean of sand. So when this all starts with data, how is it captured? How are people engaged in this stream? That is equally important a side to manage correctly and even as I like the article, we see nothing on that. Especially in the UAE where tourism is at an all time high. What separates the local shopper from the tourist? It is not always clear and I believe that Harrods had its own set of problems in the 90’s. And when you have a study that boasts “21 percentage points higher than the EMEA average” I personally believe it matters a great deal, but the first observation is clear, there is seemingly a lack of engagement in the UAE (specifically the Dubai Mall). Oh, and this is not all me, places like the TRO group have been rocking the  Omni-Channel Advertising for well over a decade and they have been showing that there is power in engagement. So it is not just me, there are expert voices all over the place, but the larger Market Research and marketing community doesn’t know how to interact in an engaging sphere, as such they do not touch it. Yet that might merely be my view on the matter.

Enjoy the day and take the time to smell your cup of coffee, because that too is engagement. 

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June 4, 2023 · 22:24

Within a day

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

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

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

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

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June 3, 2023 · 23:37

Would you believe that?

That was my very first thought when I saw (at https://www.aljazeera.com/news/2023/6/2/blinken-to-visit-saudi-arabia-to-discuss-strategic-cooperation) ‘Blinken to visit Saudi Arabia to discuss ‘strategic cooperation’’. There we are given “Blinken will “discuss US-Saudi strategic cooperation on regional and global issues and a range of bilateral issues including economic and security cooperation”, the State Department said in a statement.” I have an actual hard time believing that. You see there are a number of issues that count for the US.

1. Banking instabilities.
2. Oil prices.
3. BRICS membership.
4. Defence spendings lost.
5. Iranian diplomatic settings.
6. Syrian diplomatic settings.
7. Outstanding US bonds with the KSA.

These are just 7 issues of a whole range of problems that the US is facing ever since they burned their ally the Kingdom of Saudi Arabia. The fact that Saudi Arabia walked away from Credit Suisse is making the US rather nervous. They had this idea that when the going gets tough, the purse of Saudi Arabia is there to bail them out. That is not (or no longer) a given. The oil prices are biting the US and cheaper oil is for them essential, even though Brent Crude Oil is doing close no nothing to stop that pain. Then the new issue erupts and I mentioned this yesterday. BRICS is no longer on the sidelines. It wants the western worlds to adjust their views and they now have the muscle to do that, with Saudi Arabia added they will also have the money to do that. I personally think that Saudi Arabia will have a close ally, as such the UAE might become a member too. So now you see how the words of Italy are too little and too late (see my article 2 days ago). 

Then the think I mentioned a few times, as China gets the Saudi Defence spendings, the US will come up short and that bites as well and these are the biggest issues for the US, as such Iran is hardly a blip. OK, it is more but only when the world sees that when you are broke you cannot push for economic sanctions on Iran (Russia too) and it is already selling oil to India or Pakistan (not sure who) and China, so that marble is faltering nicely. Then there is Syria and the largest issue are the outstanding bonds that the US sold. I actually do not know how many the KSA or Kingdom Holdings have, but if they flood the markets they will lose money and it will be disaster for the US, who will run out of cash long before Q3 2024. Which means they are 1-2 quarters short, or perhaps better stated at the end of their wallets they need to survive another 2 quarters. Good luck with that idea in the US. 

So when we see the Al Jazeera article and many others on why Blinky Tony is going to Riyadh, I feel certain that there is a lot more going on that w are being told. And I feel certain that it is not on the media. I feel that the White House administration will never admit to this Oliver Twist moment with “Can I have some more please?” No one would admit to that, it is just a little weird to see the entire BRICS setting a day early and now we get this. 

And he has more on his plate. We get that with “attend Gulf Cooperation Council (GCC) talks during his visit, starting on June 6”. I reckon that is when he will make mention of two variables (Iran and Syria). It is speculation, but that is what I (with no diplomatic knowledge) would do.

I reckon that this is one of the hardest times for the US State department ever. It did not help that it was this president who stated to make Mohammed bin Salman Al Saud a pariah. So how is that working out?

Enjoy the weekend.

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June 3, 2023 · 00:58

It’s a BRICS house

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

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

Did you think they were all too big too fail? 

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

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

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

Enjoy the weekend (or at least try to).

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May 27, 2023 · 12:47

Ding Ding, the premise is set

Yes, this is not new, I made mention of this danger several times over the last two years. And now the media is tarting to catch on. The Guardian (at https://www.theguardian.com/world/2023/may/26/russian-weapons-manufacturers-hosted-at-saudi-trade-event) gives us ‘Russian weapons manufacturers hosted at Saudi trade event’, you see, some might think one part, or the other part, but personally I believe that they were invited as a courtesy. There is the option that they were invited to make sure that the China offers are financially sharp, but that is the sales world for you. You see, they might offer Russian Helicopters, like the Ka-52 Alligator helicopter. Yet the Ukrainians have ben shooting them out of the sky by the dozens, so the options are speculatively not there I reckon and the way Russia is losing hardware, every machined piece of cavalry and artillery better come with a ballpoint (for write off purposes). This was the stage that was going to happen no matter how you slice it. The US thought it was clever and it is now (not so) cleverly losing billions in defence spending by Saudi Arabia and its allies. So when we see “Perhaps the most significant participant in the meetings with the Saudis is Rostec, a Russian state-owned defence systems” and we consider the byline “Companies with direct links to Russian military set to attend, which is likely to heighten tensions with US” no one seems to be noticing that Stephanie Kirchgaessner with her anti-Saudi writing is involved and the larger question is missing is “a similar trade forum with Chinese businesses had also been held recently, although those businesses did not involve firms with connections to the Chinese military.” Really? 

The Chengdu Aircraft Industry Group has no links to the Chinese Military? Tell me another one. Then there is “What is different here, and these recent business events are just one sign of it, is a major reorientation of Saudi policy towards Russia and China, and away from the USA and west Europe”, which comes from some unnamed source. The fun part is that I have ben saying this for close to two years and the first year there was an option to turn this around, yet the US and UK were sitting on their hands and now it is seemingly too late. This is the consequence of a stupid game played by the Pentagon, US Congress, the White House (in and out of office) and the House of Commons. This is the result of stupidity and there is no “heighten tensions with US”, the US is about to lose so much revenue that certain banking moguls will cut up the US credit card (and lower credit ratings in the process). 

Another step achieved by ego grandstanding and inactions. So where will Saudi Arabia, the UAE and a few other players go to? My money is currently on the Chengdu Aircraft Industry Group, but it is a speculative view and I lack certain levels of industry knowledge in that direction. As such I could be wrong, but I do feel that the failures in the Ukraine makes Russia a non-player in this game. Merely a column C option and it is there to make sure that those in Column A and B keep their prices down. This make makes it (for me) about half a dozen predictions right on the nose. Not bad in this day and age I reckon.

Enjoy the Weekend

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May 26, 2023 · 15:04

Human rights versus?

That is at times the question. Don’t get me wrong, human rights is a good thing and we need to take heed, but hat happens when it stops life in other ways? In this case the setting is against Microsoft and here I do not oppose Microsoft, that is folly in some cases and this is one. It all started when early this morning I got ‘Saudi Arabia: Microsoft Should Suspend Data Center Plans’ via some newspaper (at https://www.hrw.org/news/2023/05/23/saudi-arabia-microsoft-should-suspend-data-center-plans). Why? Saudi Arabia is a nation and it is entitled to have its data centres. The text that is part is “Microsoft should suspend its plans to invest in a new cloud data center in Saudi Arabia until it can demonstrate how it will mitigate potential rights abuses, 18 human right groups said today. There is an enormous risk that Saudi authorities may obtain access to data stored in Microsoft’s cloud data center, thus posing unique and direct threats to human rights and privacy, the human rights groups said.” Really? Corporate America and governmental America have been treading all over EVERYONES privacy and rights for years, so where are those warnings? In other news. I personally do not care, you see Tencent with news (at https://www.yicaiglobal.com/news/20230510-05-tencent-takes-steps-toward-chinas-biggest-data-center) gives us ‘Tencent Takes Steps Toward China’s Biggest Data Center’ and I feel certain that they are ready to step in and setup a Data Center for the Saudi government in Saudi Arabia as well, just a few more billion in revenue for China. This is simple, plain and out in the open. Tencent is hoping for more options in Saudi Arabia and the UAE and the Human Rights groups are handing this to them. A nation that is now almost a week from financial collapse needs whatever it can get and losing jobs and revenue to China is not helping, especially after the clambake that Governor Ron DeSantis arranged and that is costing Florida thousands of jobs and a million in revenue, so making Microsoft lose billions as well does not help (but it does aid my prediction that Microsoft will collapse, or implode in 2026). As such, when we see “Microsoft needs to conduct a thorough human rights due diligence process and publicly detail how it will mitigate the potential adverse human rights impacts associated with Saudi Arabia hosting the data center”, we need to realise that Microsoft needs to keep its head above water, it needs to deal with governments and it needs to deal with them and sell stuff. For those Humane jokes, how many from Cambridge Analytics are in prison? How many people from the ECHELON system have been prosecuted? How many privacy laws did they break? The list of questions go on and this anti-Saudi rhetoric is quite simply a joke. Is Saudi Arabia perfect? No, it is not, no nation is, but there are bigger fish to fry. Iran and Pakistan are merely two on that list and then there are the Russian transgressions. How much visibility did they push on that front? The larger folly is not what they do now, but what options would open with Microsoft for a dialogue for diplomatic conversations is one (not all but at least one) and that too will aid to what they refer to as human rights. But that part is not nice enough, too long a track, but now, if this falls through Tencent technologies will step in and take that revenue too. This is seen with “At least 10,000 servers are functioning smoothly and all the cooling equipment is installed, Wang added. Upon completion, the number of servers should reach 800,000, and the computing power should be 10 times that of the world’s most powerful supercomputing center. The Yangtze River Delta hub will provide cloud computing services to the public, including instant messaging, image processing, and medical insurance payments. Moreover, the center supports Tencent’s ChatGPT-like HunyanAide project, per Wang.” Do you think Saudi Arabia (UAE too) is ready for that kind of data center power? How many jobs will the US and US consultants lose and how many will China gain? Did you think of that and that is when you realise how the HR groups are in China, how massively did these HR groups shoot themselves in the foot? 

It might seem like a cheap joke, yet at present these human rights groups are a much bigger danger than Russia has been in the last three decades, that is something to mull over I reckon.

Have a nice day and it is now less than 60 hours until the end of the weekend. 

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May 23, 2023 · 21:45

The two coloured fence

It is always nice to see fences in books, images and within the mind. They usually have one colour and more often then not it is a white fence. This is what our mind perceives, yet what happens when the fence has two colours, each side it’s own colour and the neighbour has the other colour. Both unaware as they both see one colour. This was my mindset when I saw ‘Assad in Saudi Arabia reflects the Middle East’s new normal’ (at https://www.washingtonpost.com/world/2023/05/22/assad-saudi-arabia-reflects-middle-easts-new-normal/) the issue here is that it is a decent version to hold, and it isn’t set to both neighbours, it is optionally seeing one side, not wrong, not at fault, it merely is. The thought sparked through when I saw “Assad, who experienced a rehabilitation arguably years in the making, but which was no less jarring for his critics and opponents. A decade ago, officials in the Gulf monarchies were conspiring on ways to oust Assad. They poured resources and arms into the civil war raging in Syria, backing a motley grouping of anti-Assad rebels. As Assad turned his guns on his own people, bombing Syrian cities and unleashing chemical weapons on civilians, they placed the regime in a deep freeze, casting it out of the Arab League” this happened, there is no denying it, so when we are given “British Syrian activist Razan Saffour told my colleagues, reflecting on the Syrian regime’s return to the Arab League. “Instead of holding Assad accountable for his heinous crimes … he is welcomed and even rewarded, as if the past 12 years of suffering and bloodshed never occurred,”” There is no denying this, but we all changed the circus of events. For the largest extent the west scuffled its feet, it jigged in place to avoid any actions in Yemen and Syria, even the chemical attack in Ghouta had no activity from anyone in the west. The Middle East is still reeling all over the place and Saudi Arabia with its own Ally USA who deserted them when they needed them the most had to change tactics. It cannot have a war on both fronts and the war in Ukraine opened up a new dialogue, uniting the Arab League nations, with Saudi Arabia strongly at the helm. With Syria it stands to get the side of Oman, Jordan and I believe Palestine, Egypt is already on the Saudi side and they pretty much deliver the dialogues with Algeria and Libya, Yemen is an unknown at present and the UAE should be a strong ally if Saudi Arabia brings a strong united front, but that is how I optionally (wrongly) see it. The more nations Saudi Arabia unites, the easier the other come along to the Saudi side. This now gives the west a much larger problem, because the trump cards Saudi Arabia holds is China and that is a massive part of the Middle East where China now gets a larger influence. There is then the larger benefit, it takes Russia out of the equation for all of them and that is what the league requires. Russia meddling is for them a problem and the Sudan has enough problems. The Middle East doesn’t need to be the clambake buffet that Russia serves. Saudi Arabia has larger plans and 2030 is merely kicking it off, it is not the destination for Saudi Arabia, it is only 6 years away and all this is coming to some kind of pinnacle (not sure what shape it ill take) but whenever it kicks off, the puzzle pieces will start to shape the image we will get. Egypt and it 5G alliance, the economic beachheads in Palestine and Syria pushing towards Jordan with the water investments, Saudi Arabia is shoring up all the borders of the Arab Leagues. You will see them as separate issues, but I am not certain. It is like watching a symphony unfold whilst the west watches the string section listening to its music, yet when you try to align the brass, woodwork and percussion, it doesn’t work yet. Why? I believe that they aren’t called to attention yet, when they do the entirety of the music will alter and to a decent degree, at that point the sections are all aligning to something more, something we haven’t heard anywhere before. The west was always about the diva’s, and they called their own form of attention drowning out the music. Here we see a different score, all about a symphony we weren’t ready for and that will alter the sound, because the stage is not merely assisted, it is a much larger front and the US blew its options. I reckon that Saudi Arabia is testing whether China could hold that place and that is the sum of the symphony we will get to see and I reckon that this starts in 2029 with the opening acts in 2030. 

Consider that I could be completely wrong, and my paraphrasing sounds nice, but it holds no water. Yet consider that Saudi Arabia has several trillions all over the league invested, we merely thought they had no connections, but I am not certain of that. You see, I always believed that Saudi Arabia will do what is best for ITS own nation and ITS own citizens, when that is accepted as true, then the investments change shape and we see that Iran and Yemen are merely disruptive sides, sides it cannot use and there Syria plays a second role. If Yemen and Iran are cast out when Russia does become desperate (it close to being that now) those nations feel the dangers of total chaos, Wagner made sure of that part of the brief. In this the war in the Ukraine opened doors for Saudi Arabia, it didn’t close them. This is how I see it, this is how I interpret the data, but then again I could be wrong, at present with all the IP and other settings I might say ‘There is a first time for anything’ I have ben right so far, even with my IP sides made public, in at least two cases the world is moving there and I can now sit and watch the unfolding of a few items. We all have to sit, watch and adjust our course. Every business does that, even when they leave billions on the floor. It is common sense to make sure that the mission and course are on track. A lesson I learned in the 90’s. I considered what was and I saw that it was short sighted, but I did not take into consideration the personal course of some, were merely on self focus, not on the company. As such I need to consider that as part of the course, not what is best for the company but what is best for the shareholders and the executives. I reckon the course of Governor Ron DeSantis is a perfect example. Whatever HE needs at the expense of nearly everyone in Florida. So whatever colour the fence has is whatever they think it needs to be, but there is the other side of the fence and when you see both colours you have a much better chance of seeing the whole playing field. It was never on the Washington Post, I merely noticed other elements and I personally believe that they were part of a bigger picture and it fits the timeline of 2030, but again, I could be wrong. 

Enjoy the day.

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May 22, 2023 · 22:23

From bad to worse

This happens, things are not great and at that point someone states ‘watch this’ and opens the floodgates of disaster. This happened in part when Governor DeSantis decided to ‘douse the mouse’ an intensely stupid action if ever there was one. And now the CBC gives us (at https://www.cbc.ca/news/world/florida-travel-warnings-naacp-lgbtq-1.6850920) the simple headline ‘NAACP among civil rights groups warning tourists about Florida in wake of ‘hostile’ laws’. For those not aware, the NAACP (National Association for the Advancement of Coloured People) has set out a travel warning (at https://naacp.org/articles/naacp-issues-travel-advisory-florida) there we see “Florida is openly hostile toward African Americans, people of colour and LGBTQ+ individuals. Before traveling to Florida, please understand that the state of Florida devalues and marginalises the contributions of, and the challenges faced by African Americans and other communities of colour.” As such the one state that relies on its annual tourism revenue (2021) gives us “Florida visitors contributed $101.9 billion to Florida’s economy and supported over 1.7 million Florida jobs” that comes with “According to the Office of Economic and Demographic Research, for every $1 the state invests in VISIT FLORIDA, $3.27 in state tax revenue is generated”, if only 10% is lost, how much damage will Florida endure as this governor is vying for the seat of presidency and does this on a national level? In addition to what I wrote over the last week, we will see national revenues dwindle down with DeSantis in control of whatever get gets control of. It is even less interesting for the Republican Party as they are enduring two losers in their ranks in power in a decade and it could be a lot worse. And they are in turn empowering China and enabling Saudi Arabia in their own ways. Because in that setting there could be a massive push to grow a sort of Disney world in the United Arab Emirates, but founded much more on the Arabian nights and all kinds of Middle Eastern fairy tales. A setting that is not make believe. The existence of the Boulevard Riyadh City is evidence enough that a theme park a blended theme park could push tourism and revenue in the UAE to a decent amount and no matter how hetero sexual that cluster is, the actions by DeSantis is making them uneasy. The hostilities and the ‘Karen’s of America’ are making the people unwilling to visit the US, unwilling to chance disruptive activities and they are seeking it somewhere else and yes Disney-world Paris would be their first choice, but that place will fill up fast and too many people is a negative impact as well. No matter how we see it, to book for tickets for a place that is too often at 110% is no easy choice. The UAE already has the Dubai mall and from there growth becomes easier (not to mention the Ferrari park in Abu Dhabi) and as such the UAE will have a few options all over the land. And when they consider that this could open a market for millions on Indonesians as well (and depriving the US of even more) they have choices to consider. 

So whatever DeSantis thought he was doing, he will have crushed the Florida economy being the first Floridan governor to do so and this economy after all the covid lockdowns was not that strong to begin with. Basically he becomes the straw that broke the Florida’s Panthers back.

So as one state goes from bad to worse, how many other states will suffer that level of income loss? 

Enjoy the first day towards the next weekend.

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