Tag Archives: UK

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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Tagged as Alexis Tsipras, Arne Lohmann Rasmussen, bloomberg, Brexit, Canada, CPPIB, Danske Bank A/S, DER Touristik, ECB, Emmanuel Macron, Five Star Movement, France, Germany, Goldman Sachs, Greece, Italy, Luigi Di Maio, Mario Draghi, Marvel Ultimate Alliance 3, Microsoft, Nintendo Switch, Playstation, PostNL, recession, Sony, Spain, Talend SA, the Guardian, UK, Wall Street, Wirecard, Xbox One

January 29, 2019 · 10:56

Does smoke mean fire?

We have all heard the expression before: ‘Where there is smoke, there is fire‘, yet what happens when no fire is found, what happens when certain involved parties are all combined in the need for deception?

That is the question; it is not a direct accusation, as I am not aware of all the facts. I am merely in possession of a whole heap of doubt. The latest is given with: “On Thursday, communications giant Vodafone said it is pausing the deployment of new Huawei equipment in its core networks across the globe. The core networks are particularly sensitive as if they are compromised, mass spying can be conducted across them“, the operative part is ‘if they are compromised‘, there is no evidence, there is no case, it is merely Vodafone sucking the proverbial addendum of America. This comes with the addition of “the University of California at Berkeley and UC San Diego — are removing Huawei equipment and shunning its cash. They apparently don’t want to lose funding under the terms of last year’s National Defense Authorization Act (NDAA), which banned federal funding recipients from using certain products and services“. The mess is increasing and the whole fiasco is all connected to the fact that there is no evidence. At least with Alex Younger (MI6), the premise was that no government should be allowed to be in an optional point of weakness through foreign technology. I do not believe that was the cleverest step to make, but we can argue that it should be seen as a valid national reason, which is fair enough.

There is of course concern in opposition and the Guardian gives is (at https://www.theguardian.com/technology/2019/jan/27/huaweis-problems-deepen-as-western-suspicions-mount) with: “Critics say Huawei’s rapid expansion is suspicious. Founded in 1987 and focused on selling telecom equipment in rural areas of China, it has grown into the world’s largest supplier of telecoms equipment and second largest smartphone maker. It operates in more than 170 countries, employing about 180,000 people“. OK, I am willing to give that thought, because there is suspicion on that level, yet there is also Facebook, it grew to a multibillion dollar behemoth in less than a decade. At least with technology there are supporting investors when they comprehend the technology and it has been clear in the last 10 years that Huawei was ahead of the curve. My initial assessment in 2014 was that Huawei would soon have at least 20% of the mobile market. I was laughed at by several people, now when I remember them of their short sightedness, they seem to react in denial with statements like ‘I don’t know what you mean‘ and ‘Well, you should have communicated it better‘. Although I did state that ‘Huawei will soon have well over 20% of the mobile market‘ seems to have been clear enough. Now they surpass that with a comfortable distance, and they are not done growing. When I initially discussed my $2B IP idea there were only two players. Google and Huawei, now my benefit to only consider Huawei will have a few more tactical benefits as well as leaving me with a larger slice of that cake which I find appealing as well. that is beside the point of me sticking it to Microsoft and Apple to show them how stupid their path of iterative technology was, in addition, if Huawei pulls it off, it will create a very new cloud technology based growth system. they will do so because all these jokers who are hiding behind ‘security concerns‘ will soon learn that evidence is still adamant and the people are finding out that getting sold short for the benefit of specific Telecom operators come with a massive price tag.

So I found a way around it and create a second system that avoids them altogether, that also means that these players will lost on terabytes of data per day making their losses increasingly uncomfortable. I do have an issue with the quote: “Ren went on a media blitz, breaking years of silence to say the company has never engaged in espionage on behalf of Beijing. “China’s ministry of foreign affairs has officially clarified that no law in China requires any company to install mandatory back doors. Huawei and me personally have never received any request from any government to provide improper information,” he said” I have no doubt that Ren Zhengfei is speaking the truth, yet I am also aware that someone like Chen Wenqing will never knock on the door of Ren Zhengfei, he will find a way around it and get what he needs in another way. By the way that same picture applies to Gina Cheri Haspel and General Paul Nakasone and their links to Microsoft, IBM, Facebook and Apple. You better believe that they are very much on the same page when it comes to their national security, your rights be damned (when National security is discussed).

So let’s not have that pot, kettle and black conversation, shall we?

Then we get to the trade secret part of it all. Oh, and before you get any crazy idea’s. Perhaps you have heard of how in the mid 60’s Israel, through Mossad acquired (read borrowed) the blueprints from the French and when the ban for Israel was clear, they producing an uncanny identical likeness of the Mirage 5, I believe it was called the Nesher, with technical specifications for several main parts to be as perfectly identical as a fingerprint. We were not really that surprised when it happened, yet what was less known was that some documents in the mid 90’s implied that the CIA was very aware of it all before the operation was completed, which shines a light on their need of what they regard to be a trade secret.

This part is important when we realise that the accusation reads: ‘conspiring to steal trade secrets from T-Mobile US Inc.‘. The question is: ‘What Trade Secrets?‘ You see Huawei is a lot more advanced than T-Mobile. Perhaps it is what BGR Media LLC claimed with: “unscrupulous T-Mobile sales reps lie to customers and open lines on their accounts without permission, all to meet unrealistic sales goals“, which is interesting as this is not a think Huawei does, they merely sell hardware and services to companies, not to individuals. Or perhaps the EFF (Electronic Frontier Foundation) findings with: ‘EFF Confirms: T-Mobile’s Binge on Optimization is Just Throttling, Applies Indiscriminately to All Video‘, so how is any of that interesting to Huawei? So what exactly is the formal brief for the case? You see, the media does not divulge that, they give us all the innuendo but not the facts. And when it comes to the accusation ”Huawei used a Hong Kong shell company called Skycom to sell equipment in violation of the US sanctions in Iran“, which might hold water (I actually do not know), yet if the US is unwilling to set that stage by “The U.S. has agreed to let eight countries — including Japan, India and South Korea” to let the Iran sanctions be waived, why are they so specific? Is it merely because their financial and economic setting demands it? How is that proper sanctioning? All that, whilst the media at large is not making any mention of the other 5, we need to see that the entire Iran Sanction is to be seen as a cloak of corruption, if that was not allowed, the oil price would suddenly soar and at that point the US economy would be in deep drenching goo, is that not an interesting side as well? Or perhaps a better clue on how Cisco, Sun and HP equipment makes it to Iran without any hassle, an event that has been going on since 2012, so in all this, the entire Huawei discrimination debacle reads like a joke.

to be quite honest, if there was an actual security issue, I would go after Huawei without a moment’s hesitation, I know I can best Director Igor Kostyukov (GRU), yet going after Chen Wenqing, a man who eats, dreams and lives by the Art of War and optionally one of the few people on the planet whose eyes have seen the actual original version, he would be a lovely challenge for the likes of me. I am no Steinitz, Karpov, Kasparov or Carlsen, but I could be a crazy Bobby Fischer, he’ll never see me coming! (OK, that was my ego talking for a second).

You see, I look beyond the data, beyond what people and politicians hide behind and the entire Huawei mess is a political play of nepotism and fear, because those getting momentum in 5G will set the pace and win the race, that is what America fears it was that simple all along. That truth is easily found, the orchestration (read: rigging) of what would be global 5G rules and the FCC of setting a different stage, the non-accountability of AT&T in all this and that list is growing almost on a daily basis, it gets to be more interesting now that the Democrats from the “Leaders of the House Energy and Commerce Committee sent a letter to the Federal Communications Commission today demanding information concerning possible coordination between FCC officials and carriers in an ongoing legal fight” (source: the Verge) and a few more like them. In the last 15 days we have seen more orchestration and the setting of the stage with specific judges, to get a more appealing situation, when we see that part, we see that the technology gap in America is a lot larger than we think and it is setting the stage of fear against an advanced players like Huawei on an almost exponential growing path. America has seemingly no other optional left. That is why I saw from the beginning that places like Saudi Arabia could fuel exponential growth in 5G and making Huawei larger by the day. It also fuels the growth path back to Europe, because the moment Huawei proves that they have the good stuff, the EU will chose profit over short sighted American policies, because those policies do not pay the bills, profit does and the EU is desperate for any profit it can get.

Consider the billions of value of those networks and the billions of revenue that these networks make in addition through information, advertisement and data collection. America is starting to lose out because they were asleep at the wheel for close to 3 years, it is enough to miss out on an entire technology generation. That is the danger that iterative technology brings. For now I merely wonder what Google can do to stay ahead of it all, because their lives depend on the technologies that Huawei has, when Google search becomes less and less at the point of the spear, merely to be laughingly called Bing v2.1, how do you think Google will react? They optionally have the path to equal Huawei in a new network facilitating stream giving them additional revenue in a new dimension. We might initially think Saudi Arabia and Neom city in the pilot stage, yet that could so one thereafter evolve towards London, Paris and other places to grow strong and fast, because in the end all these policies sound nice, but they all forget the number one clause required. It all requires users and that is the part both Google and Huawei figured out a decade before the sheep (read: IBM and Microsoft) started to get a proper clue.

Too many intelligence wannabe’s focussed on Mark Lowenthal’s Intelligence: From Secrets to Policy, which is an awesome book, and when you consider the simple: “on how the intelligence community’s history, structure, procedures, and functions affect policy decisions“, which is also an absolute truth, yet behind what you would like to have, these people all forgot about the consumers and what they demanded to be their right, that is where their gravy train became another Titanic and the greed driven path went not by one iceberg, but it steered towards one every other hour making it a wreck in the making, the entire 5G debacle in the US is no difference in that regard and I will be around to laugh at those in denial thinking and parroting ‘security concern‘ on all the media without any proper cause or evidence to show for it. Oh, and I am not the only one, a whole score of cyber experts are on that same path, so I am not alone in seeing through the media stupidity, merely seeing on how much bigger experts like me are totally ignored on several levels giving merely the rise and early expectation to someone screaming in some policy department ‘Iceberg dead ahead‘, whilst none of them are qualified or sanctioned to alter course, going straight for the natural Whiskey coolant.

Life can be exceedingly entertaining at time, but for all the tea (and Huawei mobiles) in China, I never expected them to be this hilarious. Sometimes smoke is not fire, it is the steam of a ship striking an iceberg and going down. For those on that ship do not worry, the direct path to land is only 3800 meters away (straight down).

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Tagged as 5G, Alex Younger, Apple, Beijing, Bobby Fischer, Carlsen, Chen Wenqing, China, CIA, Cisco, Facebook, FCC, FCC officials, General Paul Nakasone, Gina Cheri Haspel, google, GRU, Hong Kong, Huawei, IBM, Igor Kostyukov, Intelligence: From Secrets to Policy, Iran, Israel, Karpov, Kasparov, Mark Lowenthal, MI-6, Microsoft, Mirage, Mossad, Nesher, NSA, Ren Zhengfei, Skycom, Steinitz, T-Mobile, T-Mobile US Inc., UK, USA

January 25, 2019 · 11:54

The Iranian escalation

We know that their nuclear accord is not worth the paper it got printed on. We also know that the involvement in Yemen is a lot larger than anyone has been able to illuminate on (especially the media). Yet the cupcake of the day goes to the Times of Israel (not the most neutral party in all this). they gave us mere hours ago ‘We bought spares for nuke equipment we agreed to destroy‘ (at https://www.timesofisrael.com/irans-nuclear-chief-we-bought-spares-for-nuke-equipment-we-agreed-to-destroy/). It is ‘supported’ with the by-line ‘Ali Akbar Salehi says supreme leader was convinced West would renege on 2015 pact, so replacement tubes for nuclear reactor were secretly purchased‘. We get this part, whilst a mere 4 days ago the Financial Times give us: ‘EU seeks to keep Iran nuclear deal alive despite US pressure‘, a policy state of mind that I called reckless and not too bright close to 5 months ago. So now we see that not only did Iran have no intention to keep its word, it is actively setting the stage of being a danger to a lot more than merely Israel. Has anyone considered the dangers when one of the warheads goes missing, gets an added dirty load and both elements miraculously in the hands of Hezbollah?

This is not a fictive danger!

Consider the following ‘facts’:

Article 151 of the Constitution obliges the government to “provide a program of military training, with all requisite facilities, for all its citizens, in accordance with the Islamic criteria, in such a way that all citizens will always be able to engage in the armed defense of the Islamic Republic of Iran.
General Qasem Soleimani is in charge of the IRGC army, his direct inner core has direct control of the Basij and they protect and reinforce several locations where nuclear materials can be found. In addition there have been several pieces of evidence that the support of Hezbollah by the IRGC goes beyond simple funds and hardware, hence the danger I am illuminating is not the weirdest one, or the least likely one.

So when the Financial Times gives us: “We need to accept that the [nuclear deal] is important and it has been a signal achievement“, we also need to consider that this is merely what Iran wants you to think. It is a stage that is too dangerous for some ‘peace for our time‘ moment as the UK thought to have in 1939, it did not end well then and it will equally not end well this time either. The trouble here is not merely what is in store for Israel, the defeat that they currently face opposing Saudi Arabia in Yemen (via Hezbollah), it also implies that there is every indication that proxy strikes against Saudi Arabia are not out of the question. I am not talking about the two fired on Saudi Arabia 4 days ago (source: Al-Masdar Al-‘Arabi). The quote “According to the official media wing of the Houthi forces, their rocket battalion fired two Badr-1 ballistic missiles towards the Asir and Jizan provinces of southern Saudi Arabia. The Houthi forces said that one of their ballistic missiles managed to hit a Saudi military gathering near the Yemeni border with the Jizan province.” gives is that Houthi forces are upping the game. Whether Hezbollah is directly involved is unknown at present, yet the danger is that Hezbollah makes for a decent Iranian mule and as such a dirty payload is not out of the question at present. The part that none are giving is that both the Asir and Jizan areas are predominantly civilian and that with the lousy aiming abilities of both Houthi and Hezbollah forces we can speculate that the only way for these two to hit a military target was done by aiming for civilian targets. No matter how it turns out, Houthi (and optionally Hezbollah) forces are waging war on Saudi civilians which is a big no-no and as the Western media stays out of it (to a larger degree) the Saudi coalition will be forced to strike hard and harsh against the enemies of Saudi Arabia. The important part here is that this is no longer merely Yemen, at some point in the near future a meeting and decision will be made to actively engage Iran and that is when all bets are off for Tehran. the evidence shown in regards to the Nuclear deal as well as their involvement in Yemen, we see that both the EU and the US have no other option but to stand by Saudi Arabia in all this, decency would demand it from them and by not doing so, we will see a very different stage and Russia is only one step away from enabling themselves into a political stage of becoming best friends with Saudi Arabia. So as we saw three days ago the statement “Iran has not been invited to a global conference on the Middle East in Warsaw next month and Russia has declined the invitation“. The question in my mind becomes, is that truly the reason for declining, or is Russia playing a larger game? I will emphasize at this point that this is pure speculation from my side, yet if there is chance to get a much closer relationship with Saudi Arabia and get that achieved by ‘seemingly remaining friendly with Iran‘, we see a Russia that has plenty to win with this path. Unlocking the ties between Saudi Arabia and the USA would be one of the greatest wins of the decade for Russia and that danger should not be underestimated.

In the end Saudi Arabia and the Saudi coalition needs to do what is best for them and the events of the last two years give rise to the stage that America has merely been thinking of their own needs in the last 3 years and most allies have had enough of that.

What will happen in the end is not to clear, not whilst there are gaps in either path of allies and whilst Russia is playing its own cards close to their chest, the Americans have been too clumsy for close to two years. The Khashoggi and Yemeni events have clearly shown that part. The media gives us even more when we consider Al Arabiya. There we see: ‘Orchestrated media, political campaign to damage Saudi-US ties, says analyst‘. The quote “I strongly believe that Qatar, Turkey, and certain Muslim Brotherhood proxies in the West are involved in funding a media campaign and political operations to discredit Saudi reforms and the government in general” by Irina Tsukerman (at http://english.alarabiya.net/en/features/2019/01/10/Orchestrated-media-political-campaign-to-damage-Saudi-US-ties-says-analyst.html) is as I personally see it incomplete. She is looking at one part, but there is a second stage. Not unlike the UK actions in the 70’s against the Cairo-Tel Aviv attempts for a peace, we see another stage here too. You see, the events from Saudi Arabia regarding Neom City have been so overwhelmingly progressive that larger US industrials are now worried, they cannot live with the fact that they are soon to be less impressive than the Saudi advances in 5G, it goes further, large players like AT&T are now openly deceiving the people with their 5G Evolution, a product that has been heralded all over the media as a fake product. The Register, USA Today, Android Police, TechCrunch and many others are seeing this as deception. The idea that Saudi Arabia beat them to the punch was too unacceptable to these people. They are increasingly worried that every win towards Neom City will be regarded as a loss towards their own economy, which is the America the allies of America face. It also fuels the entire recession mess that is upcoming, merely because corporations can fund one place and whatever goes towards Saudi Arabia is not going towards other places and in all this, the UAE will benefit to some degree as well. As Saudi Arabia is facing down it’s not so hidden enemy Iran, Saudi Arabia will face opportunities as well as challenges and its allied neighbours will have positive waves of economy going their ways too.

Yet before there can be a positive outlook on it all, the global players will have little choice but to put down Hezbollah as soon as possible. No matter how they try to commit to peace, there is enough evidence that Hezbollah is still committed in wars against Israel and Saudi Arabia. Even as we see “Tens of millions of Iranian dollars have gone to Yemen“, we see that this image is also incomplete. That part is seen when we consider the BBC (at https://www.bbc.com/news/world-middle-east-46958455). When we consider the fact that ‘Pro-government forces removed 300,000 landmines laid by the Houthis between 2016 and 2018‘, the numbers do not add up. the value of the mines, the time required to place them as well as the manpower required to place them we get the clearer picture that the entire funding goes well beyond ‘Tens of millions of Iranian dollars‘. That part as well as the missile costs, the Hezbollah support and other goods imply a financial support that implies close to 1000% of the support that is claimed by some. The found number of mines implies that Yemen required placing 200+ mines a day every day. That require a much larger workforce and support engine (including some form of logistics and communication) than anyone could possible consider. That requires no less than two regiments placing mines 24:7. That is the number that does not make sense in all this and Yemen is not known for soft sands, there are plenty of rocky surfaces to content with. The numbers do not add up and it seems to me that the media has been ignoring those facts to a larger degree, making the Iranian involvement a lot larger than anyone expected, which also implies that the commitment by Hezbollah was a lot larger making them a more essential enemy to get rid of and that part is not limited to Israel and Saudi Arabia. Europe and America have every interest in dealing with Hezbollah with extreme prejudice. Well, that is if they ever want to see true peaceful balance in the Middle East, because with Hezbollah (and Hamas) that will never happen.

In all this Iran has been the catalyst to escalation and it is high time that the global media is taking a very serious look and openly reports on the actions that Iran has been an active participant in, do you not think so?

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January 24, 2019 · 14:26

A case of Molasses

We have seen the news, we see the new news and we are all wondering what the impact will be. I am of course talking about Mario Draghi and his ECB minions. MarketWatch is the most recent one with ‘All eyes on Mario Draghi as investors look for ECB to acknowledge risks to Eurozone economy‘ (at https://www.marketwatch.com/story/all-eyes-on-mario-draghi-as-investors-look-for-ecb-to-acknowledge-risks-to-eurozone-economy-2019-01-23). There are more sources and the total amount of sources is likely to increase over the next 10 hours. We have all heard it before, all the dangers and the gloominess, so when we see “it’s time for European Central Bank President Mario Draghi to acknowledge growing risks to the Eurozone economic outlook” people might ignore it all, which is not a good thing this time around. You see, at this point the ECB is at minus €3 trillion, France is at minus €2.2 trillion, Germany is at minus €2 trillion, Italy is at minus €2.3 trillion, Spain is at minus €1.2 trillion and the UK is at minus £2.1 trillion. All that debt, most governments have no further degrees of freedom to work with. And the media is not properly informing the people, for them it is all business as usual and it is not.

These are merely the larger players and I am hoping that the UK can get out of the EU before this collapses, because the moment it does the EU member states are in a world of hurt and will remain to be in that stage for close to 5 generations. That is the impact of debt and most players are all in denial as they need to gravy train to provide for them a little longer. When we consider surplus and deficit of GDP the message does not get any better. When considering the larger economies, the Netherlands, Sweden and Germany are in a surplus, the Netherlands merely at 0.42%, yet the rest are all in deficit as bad as -4.54% (Spain), France, Italy and the UK are at minus 2.44% or worse, the image is that bad and the UK has options to turn it around as it leaves the EU, it will still take a lot of work and optionally 2 generations, which is still better than 5 generations, but it will be a hard fight, anyone in denial of that element is merely utterly stupid.

Even in the surplus, the Netherlands and Sweden who are in a good place will need to be extra careful and tighten every belt possible, because one bad event will turn surplus to deficit quite quickly. In addition, the Netherlands is relying on the Rotterdam harbours to keep on working as good as they have been and thanks to Germany being at +0.76% they end up having options for now, but the difference between +0.76% and minus 0.56% is merely two strikes away and there German trade union Ver.di. is not too much useful for now, and it is not merely them, the mess is growing in Germany. It is as I personally see it the impact of long term Austerity. So as we see: “Workers are seeking a minimum hourly wage of €20“, which is close to 36% better than in Australia (in general), we are treated to the impact of the cost of living and even as a lot think that their bosses have it way too good (not entirely a wrong thought), what was positive could turn into a long term negative part too easily and the national and ECB debts will take a massive toll to the quality of life soon enough. Oh, and when the German situation worsens, which is likely to happen by Q3 2019, there will be the impact on the Netherlands too. Even the minimal impact of 0.3% would move the Dutch economy to a nil point; at that point they are one move away from recession and the monster that feeds it.

That has been the clear danger for the longest of time and the entire disaster called the bond buying scheme by Mario Draghi will impact Europeans for a very long time. You see, the bonds that do mature in 2020 will be a non-deniable impact and when the ECB and those connected to it fail to push forward those bonds and payment is due, the entire mess will really look like ‘a shit on the front door’. Good luck trying to get anything done at that point. This is the biggest part in my view of the UK getting out of the EU as fast as possible and France is no longer limited to Marine Le Pen going for Frexit, now we get the Gilets Jaunes’ manifesto where Frexit is the top demand, they are all catching on that the EU is the limiting factor in all this and so far we have seen and in most cases proven that only large corporations truly benefit from the EU in all this, the rest is merely window dressing and people in general and to a much larger degree have had enough.

The issues I warned about in 2015 are not merely coming true; the overbearing danger of the UK delaying Brexit could still bite to a much larger degree, so it was always clear that the break needed to be fast and even a no-deal Brexit was better than delay. This is seen in a few ways, when the others follow (France, Italy and optionally Germany) these larger players will unite in trade deals really fast making them the growing players soon thereafter, the rest will suddenly feel the pinch of all the smaller players filling their pockets and now realising that debt has to be paid for, at that point we will see an infrastructure collapse on a scale so large that it will cause nightmares to a large part of the populations in the 27 member states. Do you think that banks and wealthy people will sit still? No, they will run to EVERY profit shore possible, even if that means collapsing on their national grounds. If you think that this will not happen, think again, I merely listed the larger players, but they are all financially stretched and when the EU starts breaking down, we will all learn that the ECB is a paper tiger and the debt will get shoved into whatever nation is still part of it, collapsing the financial infrastructures tout suit.

As Germany is in a positive state, their departure is not to be expected, but that feeling changes when the UK is gone and that will trigger the French financial revolution (aka Frexit) soon thereafter. So when these two are gone, the entire mess of comparison to a barge, I made that comparison in May 2013 when I stated: “Consider a large (really large) barge, that barge was kept in place by 4 strong anchors, namely UK, France, Germany and Italy. Yes, we to do know that most are in shabby state, yet, overall these nations are large, stable and democratic (that matters). They keep the Barge EU afloat in a stable place on the whimsy stormy sea called economy. If the UK walks away, then we have a new situation. None of the other nations have the size and strength of the anchor required and the EU now becomes a less stable place where the barge shifts. This will have consequences, but at present, the actual damage cannot be easily foreseen“, now that same barge is at risk of losing two if not more anchors, how much stability will remain? I can tell you right now that the impact will be huge and as the economies will take hit after hit; the wrong people will get to enrich themselves through the hardship of others, that is the consequence of a Wall Street state of mind too.

so when we see the entire political machine delaying and moving like molasses towards the undoing of infrastructure through inaction, we need to consider the damage that they are inflicting on the people and when they need to explain themselves on the news, how much consideration will you give the politician stating: ‘We thought that we were acting on the best interest of the people‘ as your quality of life goes into the basement for the next decade?

And still the people are getting lied to. From my personal point of view even the UN is involved at this point. That part is seen (at https://news.un.org/en/story/2019/01/1030902) where we are treated to ‘Global economy to see ‘steady’ growth of three per cent in 2019 despite risks, says UN’, the entire delusional statement, whilst we see the slowing in both Germany and France to a larger degree, Spain and Italy are already in the decline and whatever is gained is set against the debt of the largest four economies, that too impacts the economic growth as none of the nations has any financial options to create growth or set the stage for an increased infrastructure for years to come. So the 3% marker is what I personally would consider the delusional thought of a fictive inclined mind, even if whatever pressure would be applied to stop Brexit that predictive number is not realistic.

So when we see: “Among these looming dangers, accelerating trade tensions are already “having an impact” on global trade and employment, Mr. Harris told UN News. In addition, rising national debt is also crippling many countries’ ability to provide basic services, but this and other risks – such as those from climate change and waning support for international cooperation – could be avoided or minimized if countries worked together to do so, the UN’s top economist insisted. With mounting pressures in the areas of international trade, international development finance and tackling climate change, the report underscores that strengthening global cooperation is central to advancing sustainable development.”

We see the delusion of United Nations Chief Economist Elliott Harris and his dangers of ‘accelerating trade tensions’, ‘rising national debt’ and ‘waning support for international cooperation’ are all set against ‘strengthening global cooperation’. So how is a person allowed to sit in the place he is? How can the additions and denial of massive factors are negated by the mere idea of ‘strengthening global cooperation’? The fact that the bulk of the EU nations cannot get their tax laws in order giving rise to properly tax the FAANG group and a few other players is evidence that the system is broken beyond believe and the entire mess of some magical +3% economy where the numbers deny the realistic notion of overwhelming nil status or actual recession makes the entire mess larger and I believe it is time to hold such reports up to scrutiny for prosecution of these elected officials who make more than 90% of the rest of a nation, there should be prosecution for those giving reports that are debatable to the largest of degrees. That will never happen of course, but in all this the media will give the fake positivism of 3% and in the end not hold these people to account after the fact.

The system is rigged to not leave the larger population with anything and that is soon becoming the actual driver to break the entire EU asunder. When that happens remember those who stated that the EU would become a better place and call them out in public, they will love that.

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Tagged as Brexit, ECB, Elliott Harris, Eu, FAANG group, France, Frexit, German trade union, Germany, Gilets Jaunes, Ileave, Italy, Marine Le Pen, Mario Draghi, MarketWatch, Netherlands, Rotterdam, Spain, UK, UN, United Nations, United Nations Chief Economist, Ver.di, Wall Street

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 17, 2019 · 11:07

Mining Rites

We all have these moments that we think we know, we are certain to know what we face, yet the truth is we do not. It happens to us all, you, me and those around us. This is not a new thing, this has been happening for the better part of 30 years. Most Americans ignore it and hide behind the ‘Fake it till you make it’ slogan, whilst they jump left, right and backwards to give the imaginative view that they know what they are doing. The setting is merely hilarious when we look at the events knowing that they do not know anything at all. That is the moment you can watch the train wreck move forwards whilst you relax and watch the collateral damage unfold. Weirdly enough it is not unlike Super 8 (at https://www.youtube.com/watch?v=AL_6gA_BVtA, from 04:00), one scene that sets the stage for the entire movie. I think it is the greatest train wreck ever produced and we are viewing what happens, knowing what happens, yet until the end, the actual reason why we faced it in the first place remains a question mark.

This all shows the stage that we have faced in the last 10 years in IT, as well as what the car makers face now in the stage of ‘Stricken car makers stall at the crossroads of a radical future‘. It is not merely the stage of cars, there is (what I personally would call) some case of delusion that people are actually waiting for 27 models. I agree that there are some who feel that way, but the bulk of people are clueless of what makes a good car, they merely want a car that looks really nice (and is safe, and is regarded as cool). Yes, most of us all want the Jaguar XF or the Maserati Gran Turismo, but it is not financially feasible. So some go the route of the Japanese model, some seek American and some go in another direction (there are so many), and still we see the fight by offering dozens of models, most will never ever be the great model we were all seeking. It does open doors and at times we do see a niche, like the Abarth, a modernised Fiat 500 (personal opinion) and for functional reasons it is a great choice to get quickly in the city and find a place to park, which is still the number one villain in the life of a car.

But it is not about cars, the jump will make sense a little later. You see last week we saw the escalations of some Saudi Teenager and the news was all over it, The Washington Post gives us the new life of escaped ‘Rahaf Mohammed’, with ‘For teen who fled Saudi Arabia, a new life in Canada starts with a new name‘, oh it is all over the news on how evil Saudi Arabia has lost a victim to freedom. We see the news with papers in nearly every country giving light to the plight of this poor young lady. She escaped! So, when the dust settles and we realise that she got on a plane to somewhere else, whilst I was not able to afford a plane ride until I was close to 23, in a place where I was never in danger, when you realise that and you also realise that the news is steering clear of Yemen, where we learned in the last week that “Houthi rebel and Yemeni government representatives did not meet face-to-face in the port city of Hodeidah over the past week“, and that the simplest part where we are notified of: “Since MASAM was launched in June, 2018, a total of 26,609 mines planted by the Iranian-backed Houthi militias in the territories, schools, and homes across Yemen were removed“, in addition sources inform us of: “the project – launched with an initial budget of $40 million with an aim to achieve a landmine-free Yemen – still has to tackle a total of 600,000 mines planted in liberated areas by the Houthi militias. This includes 130,000 internationally banned sea mines, 40,000 mines in Marib and 16,000 mines on the island of Mayon alone“. This is what we get from Dr. Abdullah Al-Rabeeah, the Supervisor General of KS Relief. So as we are seemingly all about bashing Saudi Arabia through misrepresentation, we seem to also bash people, without actual evidence mind you, the Crown Prince of Saudi Arabia regarding the events surrounding Jamal Khashoggi, even as no evidence has been presented to the people. The media has been hiding behind ‘seemingly‘, ‘inside sources told us‘ and ‘according to the latest information‘, the bulk of the matter does not hold up to scrutiny in any court of law, our laws mind you!

The media whoring like second hand car salesman (and sales woman) all voicing the news according to populist belief. It seems that the world is now afraid of Saudi Arabia. Not because of their might, or military options, but because in the first, Saudi Arabia is making moves to technological advances that is leaving the United Stated behind, and as US players are hiding behind fake 5G options (AT&T) as Forbes gives us: ‘CES 2019: AT&T CEO Hypes ‘Fake’ 5G Evolution Network Causing Confusion Among Consumers‘ (at https://www.forbes.com/sites/jeanbaptiste/2019/01/15/ces-2019-att-ceo-hypes-fake-5g-evolution-network-creating-confusion-among-consumers), where we are treated to more and more deception, Even as the article gives us “To make matters worse, AT&T is currently in the process of deploying two real 5G networks, branded “5G” and “5G+”, the latter being faster than 5G. Confused? Wait, there’s more. A little known regional wireless carrier, Redzone Wireless launched over a year ago “5Gx” (no, it’s not 5G, just branding like AT&T), a fixed wireless service in Maine” at the end, we need to realise that some parties are done for, stupidity got them there and that is where we see a different setting in Saudi Arabia (as well as the UAE). We see that the auctions of true 5G are in place, the market is growing and now we see that true 5G, not the AT&T or the Redzone version are set to technologically boom the stage in the Middle East, the nations that the Western European nations have been looking down on for generations, is now equaling and surpassing that so called free western world. This also is the fear of Iran, who seemingly has a deal with the western world to not be mentioned, to be given a clear pass, the entire landmine debacle and how the western media is avoiding covering it is clear evidence of that. Consider that Yemen is roughly the same size as Germany, when we are told that there are still ‘600,000 mines to tackle‘, when we see that, every newspaper in the world would be all over it, but no, it is Yemen, no one actually cares, especially now that Lady Diana Spencer is dead. The media cannot get a nice image of that, can they?

so now see the ‘plight’ of a Saudi Teenager versus the plight of King Salman Humanitarian Aid and Relief Centre, via the services of Doctor Abdullah bin Abdulaziz Al Rabeeah who is truly trying to make life in Yemen better by trying to remove another 600,000 mines, after they had already removed thousands of mines, making Yemen at least safe to walk in, mines planted by Iranian supported Houthi’s. Because the clear message is not that the Houthi forces planted the mines, the fact that they never had the resources or funds to get them in the first place, the Iranians were part of that entire mess, but the media is not asking those questions either, how is that acceptable? Has the world gone Anti-Saudi Arabia? What right do we have to be Anti-Saudi? So far they are proving to be more innovative, better prepared and more eager to be the main player in a technological world that is now based on deception and marketing in America. How should we accept a sliding scale of value of this size and nature? And should you doubt my news (always an option) then please Google ‘King Salman Humanitarian Aid and Relief Centre’ and see how many western publications have given any notion of the trucks filled with relief goods for the people of Yemen, aid to Jordanian refugee centres and heating fuel and gas cylinders for cooking distributed to ten thousand refugees, as well as 2100 tonnes of food for displaced Nigerian refugees. It seems to me that the western world as well as the Christian world is lagging in many places, on many levels, all this whilst the transgressors are not held to any account. So when was the last time that you considered the death of Jamal Khashoggi in a nation where that nation leads the world list in jailed journalists in the first place and let’s not forget that this is the nation that jailed Pelin Ünker for well over a year for looking into the Panama Papers, she was found guilty of ‘defamation and insult’ for writing about companies owned by former PM. Is that it? Were the allegations true, were the Panama Papers correct? Was Tax evasion proven, or was it merely illuminated tax avoidance?

We seem to give a clear path to the wrong people, the wrong ideals (like Tax Avoidance) and we see to be painting the wrong parties all whilst the western world is desperate to make a deal with Iran, a deal that could optionally be proven to be the worst investment in the history of the world soon thereafter.

A place that is making future history by building a city 32 times the size of New York, a feat never attempted before in history. So how do we react? Do we cheer these people for trying the impossible? No, we try to burn whatever relations Saudi Arabia has, so that it could never ever surpass the achievements of America, a place in lockdown over a bloody wall between America and Mexico, give me a break please!

Yet the EU still tries to keep some EU ties with Turkey, the EU still wants some nuclear deal with Iran, two bad ideas in a place where the evidence is showing us that these two are never to be trusted, that these two are all about breaking deals, and in all this the EU also slams Saudi Arabia every chance it gets whilst keeping Iran and Houthi connection under illuminated, just like they keep silent on Iranian and Hezbollah connections, Perhaps you have heard about Hezbollah, the terrorist organisation. So why keep that out of the news whenever they can? In that Rahaf Mohammed al-Qunun, a teenager who apparently still had the money to fly to Sydney Australia via Bangkok. Yes that news did reach the press in every newspaper. I do not judge Rahaf for her actions, I merely show you all that the media is using whatever they can to fill the space of media so that they can misrepresent the world for the needs of the large corporate needs, like bad second hand car salesman, they are voicing merely what they think that we want to hear and the actual news? That is a fairy tale for those who seemingly do not matter.

Also consider the final part of Ernest Moniz, who in October 2018 was quoted with: “Former U.S. Energy Secretary Ernest Moniz said on Wednesday he has suspended his role on the board of Saudi Arabia’s planned mega city NEOM until more is known about the journalist Jamal Khashoggi, who disappeared on Oct. 2 after visiting a Saudi consulate in Turkey“, an action that seemingly made sense at the time, whilst a mere three days ago we see: “Ali Akbar Salehi, head of Iran’s Atomic Energy Organization on Sunday highlighted his country had started taking initial measures to develop a 20%-enriched fuel for use in nuclear reactors, Tansim reported“, Ernest Moniz is happy to be part of a mining community like Iran who provided the 600,000+ mines that Saudi Arabia is trying to clear is evidence of that. Now also consider that ‘all HEU can be used to make nuclear weapons‘, and the threshold between LEU (Low enriched) and weapons grade starts at 20%, so in this we see a (what I would personally regard) as a hypocrite like Ernest Moniz (my personal view on the matter) who is willing to stand in Iran stating (in posture and theory) that there is no danger with 20% enriched Uranium, making him the new Prime Minister Neville Chamberlain, who in 1933 came back from a meeting with Adolf Hitler stating: ‘Peace for our time‘, do you remember how that ended?

We are focussing on fictive dangers and the real ones are at all of our doors, we need to consider the actions that we allow our politicians to make in our names, in an age of unemployment, in an age of technological impasse, we are listening to greed inclines car salesman who have no clue, merely the knowledge that they need their bonus, their bonus shares and personal profit and we all forget that there are real dangers and real people like Doctor Abdullah bin Abdulaziz Al Rabeeah trying to deal with those dangers, but the media won’t allow us to find out those truths to a larger degree.

You tell me who is right, you merely have to properly Google these searches and they are out in the open for anyone curious enough to learn more.

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Tagged as 5G, Abarth, Abdullah bin Abdulaziz Al Rabeeah, Ali Akbar Salehi, AT&T, CES 2019, Doctor Abdullah bin Abdulaziz Al Rabeeah, Ernest Moniz, Eu, Fiat, Forbes, HEU, Hezbollah, Hodeidah, Houthi, Iran, Jamal Khashoggi, Jordanian refugee centres, Journalists, King Salman Humanitarian Aid and Relief Centre, KS Relief, Lady Diana spencer, landmine clearance project, LEU, MASAM, NEOM, Neville Chamberlain, Panama papers, Pelin Ünker, Rahaf Mohammed al-Qunun, Redzone, Redzone Wireless, Saudi Arabia, Tansim, Turkey, UAE, UK, US, USA, Yemen

January 9, 2019 · 13:07

Hezbollah Plus

As we look at the things we think are wrong (like UK housing), the things we know are wrong (Hezbollah in Yemen) and the things we claim are wrong, we are confronted with the things that are not making any headlines in the international news. We see a larger absence of Houthi transgressions and events that do get covering in the Middle East and in some local news procrastinators, but on the larger scale, there is an absence, I would almost as far as going with an orchestrated absence.

From my point of view, I see the ugly head of facilitation rearing the news on several levels. Now, to be fair, there is a larger issue, there is a lot of innuendo and no evidence, yet that did not stop the press pushing non-stop circulation over the innuendo regarding the cadaver of Jamal Khashoggi, did it?

As for Iran getting less and less visibility as it funds Hezbollah, that might be the impact of America attacking Iran at every turn and that would stop the media from paying attention as well, yet there is a larger danger in play and we need to take a minute to realise the danger in play. In my case it is slightly easier as I am fluent in half a dozen languages, so I can compare the different sources in its native shape, and seeing that there is a growing issue and the media remains unaware, whether that is intentional or not cannot be proven.

That image gets a new level, a colourful 3d version when we take a tour via these publications. For this exercise we start at the Jewish News Syndicate (hardly the most unbiased source I grant you), yet when we start here (at https://www.jns.org/the-terror-threat-of-iran-and-hezbollah-in-europe/), we might see “Iran uses a wide network of the IRGC’s: al-Qods Force, the Ministry of Intelligence (MOIS) and proxies like Hezbollah. Iran has an organized terrorist network established in Europe and the people who were arrested in connection with the terror plots lived and worked in Germany, Austria, Belgium, France, Norway and Denmark“, in addition we see “Despite the many terrorist attacks carried out by Hezbollah around the world and on European soil, so far most of the European Union countries have not put Hezbollah on its list of terrorist organizations“, these are mere printed facts, they are not that interesting to most media, it does not have the sexy flair of some Kardashian article, but not remaining aware is actually dangerous. You see, that list had two missing elements. The elements are Sweden and the Netherlands. The second one is immensely important as it has several options that lead directly to the UK, and from the Netherlands most of the western European nations are just hours away.

There have been issues in a few ways over time and in Sweden that seems to be limited to the Akalla region (outer suburb of Stockholm) where we see a dangerous mix of refugees and immigrants. This is no longer contained to Akalla, they are now growing in Kista, Sundbyberg and Solna, covering a larger part of Northwest Stockholm, a stage where optional and aspiring Shia extremists can move around reasonably safe and secure and there is every indication that there are numerous Hezbollah sympathisers there too. I remain with the word ‘sympathisers’, as there is no clear evidence that these are either lone wolves or actual active extremists. What is optionally an issue is that Stockholm has an amazing internet infrastructure; the people there tend to have better internet then the people in a Microsoft building. To illustrate that, in 2001, I had a home consumer internet connection in Kista with 100Mb lines, whilst most businesses in Europe could hardly get 10Mb, this gives these people a much larger advantage to spread the digital image of their groups and that is exactly what we have seen in the last 5-10 years. This does not prove that it is happening from Sweden, even as some sources give us: “In fact, not only is Hezbollah already engaged in plots in Europe, it dispatches dual Lebanese-European citizens (from Sweden, France, etc.) to carry them out. And yet, recent actions against Hezbollah by the United States, the Arab League, the Gulf Cooperation Council, and the Organization for the Islamic Conference have not led to increased Hezbollah plots against the countries involved. As for UN peacekeepers, the U.S. State Department has documented at least two instances where Hezbollah has already targeted European peacekeepers in Lebanon. Those lines have been crossed, the question now is what—if anything—will be done about it?” (at https://www.washingtoninstitute.org/policy-analysis/view/debating-the-hezbollah-problem) we see compelling, yet not completely convincing evidence in play. It gets to be a little more interesting when we slice and dice darkweb data and add the bitcoin events that can be traced (to some degree), there is a larger stage in play, but we are up against a clever opponent (claiming that they are not is exceedingly stupid) and it seems that there is growing support from Germany, especially in conjunction with anti-Semitic events.

It goes further than the information that sources like Matthew Levitt, Fromer-Wexler Fellow and director of the Stein Program on Counterterrorism and Intelligence at The Washington Institute. It becomes a really useable filter on events when we dig into the Dutch parts that involve Nasr el Damanhoury. You see, we might all react in outrage and there is plenty of indication, yet there is no evidence, not one part that has valued and valid use. The Dutch Newspaper ‘Algemeen Dagblad’ gave us (at https://www.ad.nl/rotterdam/bewijs-dan-eens-dat-wij-oproepen-tot-de-jihad~ab1cf89d/) gives us: “The Former School bought for €1.7 milllion, was bought on behalf of a German foundation with funds coming from Qatar“. There are all the flags, all the indication, yet not one bit of real intelligence, evidence or reason to act. And in this both the Dutch AIVD and German BND are able, well-educated and driven towards success and so far they have gone tits up in all this (for now). The Dutch situation is even more frustrating as everything points towards a very temperate environment, what some would call an optional tactic that is pure long term, and as such finding evidence of wrongdoing seems to be a foregone conclusion towards failure, of course this also optionally indicates that Nasr el Damanhoury could be completely innocent, at the most, the indication is limited to the fact that he might only be guilty of association with people of interest in all this. Yet the September 2018 event in the Netherlands, where we get “The suspects came from Arnhem, Rotterdam, and villages close to those two cities“, we get an optional link to certain events in the Rotterdam area of ‘Katendrecht’ where there are numerous of refugees and Middle Eastern immigrants, allowing optional or aspiring members of Hezbollah vanish into the background. There are a lot of indications, yet there is no actual or factual evidence to a prosecutable degree. Yet there have been a large amount of indicators that should not be ignored and with ‘Bolstered by Iran, Hezbollah ‘capable of destruction on a whole new scale’‘ (at https://www.france24.com/en/20181219-iran-israel-hezbollah-tunnels-missiles-lebanon-syria-nasrallah) we see: “A key element behind this is the fact that “Hezbollah is now way better equipped, so it has the capabilities to create destruction on a completely different scale from what we saw in 2006,” added Yossi Mekelberg, a Middle East specialist at Chatham House think-tank and Regent’s University London, in an interview with FRANCE 24“, we are merely introduced to the concept of optional danger, which is nowhere near the stage of ‘panic now, we ran out of coffee‘. Yet when we consider “The Lebanese armed group has also played a major role in keeping Tehran’s ally, President Bashar al-Assad, in power over the course of the Syrian conflict, participating in decisive victories over rebel groups, such as the 2013 Al-Qusayr offensive and the two 2016 Aleppo offensives” and we add “this increase in capability has taken place because of Hezbollah’s role in the Syrian conflict, where the Iran-backed group has its largest deployment outside of Lebanon (between 7,000 to 10,000 fighters) and is fighting alongside pro-Assad forces. According to the Centre for Strategic and International Studies (CSIS), Hezbollah has increased its weapons reserves, better trained its members and improved its tactical and operational skills during the conflict” (source: Al Arabiya) we are now left with the state as Syria changes and as such there is an increase pool of Hezbollah members moving towards refugee centres, staying off the grid and preparing for activities in Europe. With the anti-Semitic support they get from Germans (read: Neo Nazi’s) there is an increased pressure on intelligence gathering and data comprehension required to make sense of all the information available. I am not talking about what the media gives us; it is a different stage of darkweb and crypto currency events. Over the last year we have seen “The Cyber-Desk of the International Institute for Counter-Terrorism (ICT) located a website named “isiscoins.com” on which these coins are sold. The site is presented as an official site of the Islamic State’s Ministry of Finance containing the coins minted by the Islamic State, in accordance with the specifications described in the film, “Return of the Gold Dinar”. Sets of seven coins are offered for sale on the site: two gold coins, three silver coins and two copper coins, at a cost of $950 per set, to be paid for using Bitcoin virtual currency“. This is not some sympathiser phase; this is recruiting and amassing funds for something much larger. The setup is set to remain invisible for a much longer time, and the methods of identification are close to useless at present. So when we see: “In summary, sporadic evidence of terrorists’ use of digital currency has been in existence since 2012 and there is no doubt that in recent months this trend has been growing and taking shape and now holds a prominent presence online. From the cases reviewed above, it is clear that the use of virtual currency is prevalent among activists at various levels, including the organization itself (the Islamic State), support groups and propaganda (Haq Web site, Akhbar al-Mulsilimin website, Jahezona group) and individuals (Bahrun Naim and Zoobia Shahnazi)” we cannot hide behind the statement ‘one is not the other‘ and in equal measure we can no longer rely on trivialisation of ‘six of one and half a dozen of the other‘, the truth of the second statement is that we have 12 angry men, deciding to become jury and executioners for whatever their cause is in Europe and that stage is growing not merely towards the UK, they are starting to be active all over Europe, there is enough indication that this is happening, yet finding the evidence who are the real extremists and who are merely advocating for Islam is not an easy task, as the Extremists are becoming more adapt in wearing sheep’s clothing, the task of finding the evidence merely becomes harder and harder.

That part was proven in January 2018 when the ICT (International Institute for Counter-Terrorism) could no longer test the Hezbollah CoinGate link. The result of the tests was that “the link no longer directs to CoinGate. Instead, the link redirects to an internal page on the site that was created on December 7, 2017 and every click on the site provides a different Bitcoin address“, it is speculative, yet there are enough indicators that Russian Organised Crime (or optionally Russian entrepreneurial criminal wannabe’s), as well as German Neo-Nazi’s are getting their 30 coins of silver facilitating for Hezbollah and their presented acts against the State of Israel and Jews wherever possible. I merely think that they are ways to push forward the Hezbollah agenda in every conceivable direction and until we get a better way to track these money trails most progress is hopelessly overestimated. You see, this is not new, this is not starting now. There are Bitcoin receipts going back to August 2016 and it is a clean method to disperse $100 million dollar via Iranian support all over Europe, and there are clear indications that a chunk is going in these directions.

As a final part (a badly translated text) gives us: “The campaign to collect donations in Bitquin: Below the title of the article is written (marked with orange): “Click to contribute to the site In Bitquin – no donation from the Zakat funds “(Akhbar al-Muslimin, November 27, 2017)“, their digital presence is growing, even in the streets and for now there is no clear plan of attack, for the mere reason that there is no visibility on how to attack Hezbollah in Europe. You see, ISIS, IS, Hezbollah and Hamas are all using similar tactics, they are teaching each other capabilities on the Darkweb, that if not for a lot more is what we learn from Canadian Journalist Martin Himmel. He gives us: “if authorities clamp down on Bitcoin, terror groups and criminal gangs move on to other crypto currencies, like Zcash and Monero. “It’s a constant catch up game,”” and the local authorities are unable to catch up, the resources are not there, so as players like Hezbollah are increasing their footprint all over Europe, we see that the danger is not merely that they are active and extreme, they are now outmatching the Europeans in cash and resources to a much larger degree making the dangers in Europe more and more evident. My views are not merely supported by Aisha Ahmad, a scholar from the University of Toronto. With “a strange mix of ideologues and hyper-materialists coming together for mutual interest” we see the reality where those needing cash for whatever they want are facilitating for the needs of these extremists. The Neo Nazi’s might be the clearest example, and they are not the only one, not even close.

So as Europe will at some point this year face at least one event involving Hezbollah Plus, we will see the impact and we will also be confronted with a system that is not ready, not educated and largely unable to counter such events. The technology is not up to speed and the technological knowledge of the opposition to Hezbollah is barely keeping up, not to mention laughingly understaffed.

This is soon no longer the stage of ‘bringing a knife to a gunfight’, it is staging the Neanderthal against a Gatling gun at 400 passes and it is not Hezbollah at that point who is the Neanderthal in all this. The difference is getting towards being that extreme.

So, when was the last time that Extremists had a technological advantage over governments? If there is even one example, how did that end?

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Tagged as Aisha Ahmad, Akalla, Akhbar al-Mulsilimin, Al-Qusayr offensive, Aleppo offensives, Algemeen Dagblad, Bahrun Naim, Bitcoin, Canada, Chatham House, CoinGate, Dutch Newspaper, Europe, France, Fromer-Wexler Fellow, HJezbollah, Houthi, ICT, International Institute for Counter-Terrorism, Iran, IRGC, Islamic State, Israel, Jahezona group, Jewish News Syndicate, Kista, Lebanon, Martin Himmel, Matthew Levitt, Monero, Nasr el Damanhoury, Qatar, Regent’s University London, Saudi Arabia, Solna, State of Israel, Stein Program, Stockholm, Sundbyberg, Sweden, the Arab League, the Gulf Cooperation Council, the Netherlands, The Washington Institute, UK, United States, University of Toronto, Yemen, Yossi Mekelberg, Zcash, Zoobia Shahnazi

January 4, 2019 · 13:33

Diànhuà X2 (Xīnchē xíng)

This is not a name, it is not a brand and it is not a weapon system, Diànhuà is Chinese for ‘telephone’ plain and simple. The issue is that we need to start learning words that we normally never would have learned. Anyone who has spent time in a dojo in Eastern China (aka Japan) or perhaps in Thailand or in Indonesia knows this. You see when you start your path in Karate you learn the word ‘構え’, and you think, ‘I am learning the secrets of the universe‘ and that is how it feels, yet in Japanese it merely means ‘stance’ and that is what you did. In Pencak Silat, we learn the word ‘Pukul’, which translated Indonesian comes over as ‘Hit it’, which is exactly what you did; you punched it/him/her.

Simplicity is key here and what we might consider to be gibberish actually makes sense soon after we take more than 10 minutes of effort to see what information we are confronted with. When we start looking closer at the Huawei issues we see a lot to be concerned about. Not unlike Jeffrey Sachs, I had my issues with the Huaweian executive arrested in Canada. Apart from the fact that the United States does not get to set policy for other nations, the fact that China has economic ties to some degree with Iran also implies that Huawei would have had optional business with Iran.

Oh, and before you think that the US has its ducks in a row, you might want to look at the business partners (read: personal friends) of Vagit Alekperov (LUKoil) and look at their whereabouts in the last 5 months. Also wonder on how many were not arrested whilst in the US (or Canada for that matter), so whilst we all consider on how the US is doing business, we need to consider that more than one of them was roughly 13270 metres from a local FBI office there, we could ask the FBI, but they are currently closed, they will open at 08:15 with a fresh smile and optional free coffee, the coffee is there is apparently quite decent.

Yet back to what matters, you see, Huawei is not merely in the race, it is showing to make headway making 5G locations a lot better. We see the news in Poland, Spain and Italy, all this whilst surpassing the impressive achievement that Ericsson had. It surpassed the annual $100 billion revenue and as it stands, there is every indication that with certain projects in an ongoing state in Saudi Arabia, the UAE and optionally Egypt, Huawei could move towards 30% growth from the $100 billion last year. To a much larger extent it is also due to their mobiles Nova 3i, Mate 20 and the upcoming Nova 4i and Mate 30, it is not merely the excellence of their mobile; it is the sharp and competitive prices that will optionally allow Huawei to chip away the market share that Apple falsely believes to have secured. I believe that certain quotes, like: “Apple’s World Smartphone Market Share Above 50% For the first time ever Apple Inc. (AAPL) has garnered more than 50% of the global smartphone market during the fourth quarter, thanks to its high-end iPhone X“, in light of certain production places shutting down and earlier agreement with other providers should be considered as debatable, there is a definite drop in Apple choice. From my point of view, the people wanted a Golden delicious and they ended up with a Granny Smith. I personally love the sour taste of the Granny Smith, other do not. They objected to the iPad Pro ‘Bendy’, massive quality control problems, and not to forget the Extreme Tech quote: “Apple decided to actually make people’s products slower without telling them it had done so. It took this step after failures in its own manufacturing process caused damage to its batteries“. I am willing to go with the alternative path that the BS sold by Tim Cook where we see “but Cook states that all of the decline is attributable to Apple iPhone sales and that most of those sales (didn’t) occur in China“, all this whilst some sources still hang onto that 50% market share, a stage that is incorrect on more than one level, especially when we consider that the bulk of the people on this planet (roughly 80% plus) cannot afford some bloated new phone model that was close to 40% more expensive than a decent alternative, in this age the difference between $2369 and $1299 is too much for many households, it was the clear shot across the bow we all saw coming, but many remain in denial. In addition, the lawsuit files last month where we see: “plaintiffs Christian Sponchiado and Courtney Davis, alleges that Apple’s marketing claims about the iPhone X, iPhone XS, and iPhone XS Max are misleading“. If that case is ruled against Apple the impact will be massive. On the upside, Apple can buy into my IP with the entry price of $25 million upfront and get the optional 90% share of the patents linked to those (in case Google turns me down of course, they get first dibs (they have the reliability and credibility that I prefer).

In addition, as Apple lost $106 billion in value (almost 10%) a few hours ago, shows that the trillion dollar mark was merely a first step to become critically ill, optionally dead on arrival at the Wall Street hospital, more precisely the NYU Langone Health on Wall Street, Tim Cook might take a look at https://nyulangone.org/conditions, where he will learn that Bad Management choices is not a treatable ailment, yet Mental and behavioural Health is actually taken care of, although I am not certain that there is a cure for embossed ego and blindly following greed is not really a diagnosed behavioural health condition, he might be better off looking at Traditional Chinese medicine at that point, there he has an option to get advice from his friend Ren Zhengfei, if Tim forgot the number, Ren Zhengfei can be reached at +86-755-2878-0808.

What was THAT about?

When you consider the sidestep, it was not really a sidestep, when we see the European standards accepted in three countries and four optional additions, whilst the stage is now moving forward faster and faster in Saudi Arabia, the UAE, and Egypt, in a stage where 25 commercial contracts have been signed and all of them are moving forward, we see the initial failing in the US, Apple is a clear visibility, the lacking evidence of national security risks is out there louder and louder and now we see increased volumed voices in Commonwealth nations to reverse on the Huawei 5G ban. The fact that too many of the opposition have been in a stage of pussyfooting, micro stepping and calling these actions innovation and leaping ahead is where we see the failing of a larger group of Telecom players, at any stage, when (not if) those 5G standards are not met, it merely makes the case for other governments to either side towards a Huawei driven solution or fail in their 5G needs completely, and at this point, those who are not there at the beginning will merely lose millions of business opportunities every day. That is the clear setting and that is what we will see unfold. Players like AT&T might be the most visible ones, but they are not the only ones. Even when we look at current 4G abilities of Vodafone in France, good luck on finding ‘national coverage’ at that point, I have heard from more than one source that the map looks nice, but reality is nothing like their so called coverage map. And in the stage of once bitten twice shy, these players are putting it all one the table, betting everything they have to make a 5G turnaround whilst there is more than one indicating chance that this will falter. That is the gambling stage and all this is done without realising that Huawei does not need to bet, they merely have to deliver what they are promising making the others fold, losing it all over hardware that they cannot provide, or even better are already failing to manufacture. you see, the Wall Street Journal gave us a mere 4 days ago: “Major European wireless providers—big customers of all three—say Nokia and Ericsson have been slow to release equipment that is as advanced as Huawei’s“, the article (at https://www.wsj.com/articles/huawei-rivals-nokia-and-ericsson-struggle-to-capitalize-on-u-s-scrutiny-11546252247) gives us the parts that I mentioned weeks ago, I saw this coming a mile away and now that this is showing to be just as I said it would be, we now see the upcoming failures in a few countries, all of them ‘eager to be the number one‘, now soon to be trailing BEHIND what they call is a technological third world nation (Saudi Arabia), whilst Saudi Arabia is seemingly still speeding ahead and Huawei wants to be completely successful there as it almost guarantees them Middle Eastern 5G Supremacy.

The other players are in a deeper pool of trouble when we consider: “Both Nokia and Ericsson fear that if they are seen trying to take advantage, Beijing could retaliate by cutting off access to the massive Chinese market, people familiar with the matter said“, this is not news, this was always going to happen, you might want to pick up a decent history book and reread the British Telecom phase in the UK around 3 decades ago, it is not as comfortable to face these scrutinies when you are receiving the damage, not dishing it out, is it?

As I personally see it the US is due a few setbacks, these setbacks could cost Wall Street, the DJI and the NASDAQ in larger ways than I can foresee at present. What will happen to claimants when the delivery is not met and those 5G wannabe’s all make legal claims on goods and speeds not delivered? I do not need to remind the readers of the Trumped ego of nations when promises are not kept, do I?

These are not merely obstacles or pitfalls; the entire setting was bogus on a few levels. Whenever I see the Huawei ban mention on TV, my mind races back and remembers the US Secretary of State Colin Powell in clownish fashion running around with a silver briefcase showing it off at closed sessions with WMD events, you do remember how that ended, do you not? As I personally see it, the entire 5G debacle will be the same, but now the nations adhering to that alliance will face a lot more backwash from their own local political parties when it all falls down, and I feel 80% certain that this is exactly what will happen down the road. As I stated more than once, in the UK Alex Younger was at least in the proper stage where he did not claim National security risk, he merely stated that such infrastructure must be held national, not international hands. It is not a great decision, but at least it made sense, yet there too Huawei has economic options by investing in training the Bright Cambridge, London Poly tech and Oxford people in creating excellent 5G devices, optionally merely funding it and gaining huge windfalls over the upcoming decade. It would be a so called scenario of all the gains without the optional pains.

Interesting that we see nothing on such an optional solution in the media, do we? So as the new modelled 5G pushes forward there is no doubt that in the immediate time it will be ruled by Huawei, the others were (as I personally see it) too short-sighted for too long and that is the Tim Cookie we all forgot about, so whilst we see new Cookie policies, we merely see a collection of cyber analysts all gathered around some jar and not around the place of true innovation, the memo they received was in the end not that clear on the matter (Go Figure).

If you were up to speed to certain events and got the previous reference, my congratulations to you; if you missed it, no worries. Merely look (at http://scientists4wiredtech.com/2018/03/4g-5g-wireless-is-the-new-bait-and-switch-scandal/) and do not go on faith with: “4G/5G Wireless antennas require a fiber optic wire to be attached to each cell site, every block or two. No private company is going to roll out fiber to lots of new areas. The FCC rarely, if ever, mentions that 4G/5G densification requires fiber optic wires. Commissioner Carr’s 5G statement never mentions the terms “fiber” or “state utility”“, and when you add: “AT&T just changed its mind about deploying fixed wireless. The operator has been touting its plans to deploy a mobile 5G network in 12 markets in the United States this year using millimeter wave (mmWave) spectrum in the 28 GHz and 39 GHz bands. And while it still plans to move forward with those deployment plans, it announced today that it will deploy fixed wireless in late 2019 using the unlicensed Citizens Broadband Radio Service (CBRS) spectrum. It will initially deploy LTE but then migrate to 5G. The company did not say how many markets it would deploy” (from another source) and consider the two statements we see an optional shift in a few direction, more important all the places where AT&T will not reach (beside the difference in range that the two very different standards have), so at that point, how much subsidy will never ever be in favour of the American people and in addition to that, their created ALEC group (American Legislative Exchange Council), at that point when these documents and legislative agreement are scanned and we end up seeing some version of: “grants LICENSEE and its AFFILIATES, a nonexclusive right to USE the 5G hardware provided with these license terms (hereinafter the “HARDWARE”) for its intended purpose, as defined below. USE means the right to enable the HARDWARE in the manner and for the purpose for which it was intended by the manufacturer“, at what point will the people realise that ‘intended by the manufacturer‘ will end up being massively ambiguous and that in the end no rights will remain with the user when it end up not being up to the expected scrap? It is not even a slippery slope; it is a slippery slope not being able to support part of the weight it was supposed to support.

The worst part of it all is that it was not even a surprise to me that this was going to happen, so as others claim to be so much more intelligent to me, is that true intelligence, or is that intelligence that enabled them to fill their pockets? You tell me, I am not presuming any answers here, I am merely pointing out the facts that are actually available in a whole range of sources, several of them respectable; they merely did not bother to connect the highlighted dots, which is also a matter of concern at some point soon enough.

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Tagged as 5G, Alex Younger, American Legislative Exchange Council, Apple, AT&T, Cambridge, Canada, CBRS, Christian Sponchiado, Citizens Broadband Radio Service, Colin Powell, Courtney Davis, Egypt, Ericsson, FBI, Houston, Huawei, Indonesia, iPhone X, Italy, Japan, Jeffrey Sachs, LTE, LUKoil, MI6, Middle East, NASDAQ, Nokia, NYU, NYU Langone Health, Oxford, Poland, Qatar, Ren Zhengfei, Saudi Arabia, Spain, Tim Cook, UAE, UK, US, Vagit Alekperov, Wall Street, Wall Street Journal, World Smartphone Market Share

December 22, 2018 · 11:14

That did not take long

I made predictions a little over 2 weeks ago, I have also made mention of the actions that similar events happened in Australia in 2011. And as I made mention on December 6th with the article ‘Tic Toc Ruination‘ (at https://lawlordtobe.com/2018/12/06/tic-toc-ruination/), I introduced the issue with: “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?” The Verge a mere 5 hours ago gives us (at https://www.theverge.com/2018/12/21/18151764/att-5g-evolution-logo-rollout-fake-network) where we are given: “AT&T customers will start to see a 5G logo appear in the corner of their smartphone next year — not because they’re using a 5G phone connected to a 5G network, but because AT&T is going to start pretending its most advanced 4G LTE tech is 5G“. We can argue if this is deceptive conduct and if the customers will be deceived and have a case to claim, yet we are given: “The “E,” displayed smaller than the rest of the logo, refers to “5G Evolution,” the carrier’s term for networks that aren’t quite 5G but are still faster than traditional LTE“, a similar action that the Australian telecom provider Telstra had with its ‘4G’ in 2011.

I predicted this to some extent. Even as the players are no all the same, we see that there is a fear of missing out now, so as they cannot deliver, these telecom corporations are hiding behind the cloak of marketing to instill a level of legalised deceptive conduct and no one is asking the questions (well, actually the Verge is doing just that).

So as the article continues with: “If this sounds sadly familiar, it’s because AT&T pulled this exact same stunt during the transition to LTE. The company rolled out a speed-boosting 3G tech called HSPA+, then got all of its phone partners — even Apple! — to show a “4G” logo when on that kind of connection“, we see the bigger picture of pretenders, all willing to do what it takes to get people to sing on, almost in harmony with the salespeople of bad mortgages. The government will not do anything, not only because in the core of the matter no laws are broken, but because the fear of Huawei is too big, I personally see the matter as that simple. SO as the article ends with: “FierceWireless guesses that “potentially millions” of people could see the new logo, with AT&T’s 5G Evolution network available in over 400 markets by the end of 2018. Given that real 5G will be rare and limited for the next year or more, this tiny little branding change could lead to a great deal of misunderstanding around the state of the next-generation wireless technology“, we also see an optional stage that there will be no real 5G before deep into 2019, more likely early 2020. We get that from ‘real 5G will be rare and limited for the next year or more‘. It is the ‘or more‘ part that treats us to that train of thought. It also stamps out a much more clear setting that not only is Huawei the most likely provider for true 5G options for a much longer time, we see that the entire deception is increasingly worrying as it takes the peppers out of a seating arrangement allowing these players more time, optionally delaying all kinds of corporate implementations. The Verge gives us more. With: “T-Mobile CTO Neville Ray wrote that AT&T was “duping customers into thinking they’re getting something they’re not.” The “E” is easy to miss, too, judging by a mockup AT&T sent out” we are given a much larger concern, I agree, the ‘E’ in that logo looks ridiculously small, I am willing to speculate that with any screen under 6″ only those with eagle eyes might be able to distinguish the ‘E’ from a ‘£’ sign, giving optional additional confusion to the users.

The Agence France Presse (AFP) gave us a little more 2 days ago (at https://www.afp.com/en/news/1315/arab-nations-make-right-moves-5g-leadership-says-gsma-201812200052411), and with “The GSMA today welcomed the decision by the Arab Spectrum Management Group (ASMG) to release the use of the 3.3 to 3.8 GHz spectrum range to mobile broadband. This important step will increase the availability of the right type of harmonised spectrum for 5G deployment across the Arab world and help accelerate ultra-fast 5G network rollouts in the region” we see an early speculation that I made months ago take a very nasty turn. With: “The group has approved the use of the 3.4 to 3.8 GHz range for mobile broadband use across the entire Arab region, while the 3.3 to 3.4 GHz range is available for partial use as some countries continue to reserve this band for other services“, we see an optional change. There is consensus in the 22 Arabic countries represented by the ASMG. Not only is there now an optional setting that the middle East will have operational 5G before America, they will have true 5G before America and not merely Saudi Arabia, as indicated, there is a chance that the UAE and Dubai will be there too. We are given: “the GCC Arab States are expected to launch 5G networks commercially from 2019, driving innovative new services across the region and spurring future growth. By 2025, 5G will account for 16 per cent of total connections in these markets alone” this is now a first indication that America will be trailing the 5G field and as Huawei shows its powerful devices, it will gain traction in several ways, whilst 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, I wonder how ashamed these high, mighty and rich telecom players should be in the face of such defeat. If India challenges this and joins the Arab nations in quick activation, the humiliation for some of these American telecom companies will be complete. They will be talking to the Verge, Wired and similar magazines on how complicated the journey was, to give the audience something affordable and long lasting whilst those editors already knew that these providers started that race close to 2 years too late.

And when we start seeing media on ‘5G active’ and we see those phones giving us ‘5GE’ and other marketed versions of some edited (read: adjusted, altered) 5G logo, what excuse will they allow these technologist to get away with?

All this is gaining speed due to events as given by TechDirt. Now, we need to be considerate of the source, yet so far a lot of it has not been incorrect. The quotes: “the mystery group is piggybacking on the recent hysteria surrounding Huawei to try and scuttle the merger, which is certainly a problematic merger, but largely for employment and competition reasons” and “recent allegations that Huawei may have tap-danced around Iranian sanctions may or may not be true, the claims that the company routinely spies on Americans for the Chinese government has never been publicly proven. In fact, an 18 month study by the White House in 2012 (the last time this hysteria crested) found no evidence supporting such allegations. Germany just this week stated it wouldn’t join the Huawei vilification party until somebody provides, you know, actual evidence.” It enables two additional paths, the first is Germany as it clearly stated that evidence is required, Huawei actually has a few options of growing the commercial path for retail and vendors, there are a few IP’s out there ( half a dozen will be mine) that enables 5G in a new path for facilitate and propagate the needs of retailers without pressuring the community, part of them will pressure themselves to be part of the beginning and as Germany shows that impact, the UK, France, Spain and Italy will open their doors close to overnight to become part of this. That was the option that Huawei had all along. So as one government shows the delays and the inability to keep up with retails as the government themselves becomes the weak link, some will have to discuss and debate internal changes to policy. Add to that the pressure that the Arab nations will be heading this technological advantage, we see a changed form of pressure and just like Colin Powell and his silver briefcase doing the European tour on WMD, we see a new stage where the facts are not and now the USA will be trailing the Arab nations, not the other way round. It is that realisation that Huawei will be giving a much larger advantage to players and when the US enters the lag, a they remain trailing into an optional second year, at that point will we see a new pressure point against them, one they themselves created.

It will be at that point that everyone should ask the question, where is Google at, because they will be the next player on a stage that is openly discriminating towards some of the providers (at least one). I cannot tell at present, but the fact that Huawei would lead this convoy was never in questions making the changes to it all stranger and stranger.

I myself wonder how many media outlets will ‘forget’ to mention that these American providers are not giving actual 5G, merely their limited version of it.

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Tagged as 5G, AFP, Agence France Presse, Apple, Arab Spectrum Management Group, ASMG, AT&T, China, Colin Powell, Dubai, France, GCC Arab States, Germany, google, HSPA+, Huawei, Italy, Neville Ray, Saudi Arabia, Spain, Sprint, T-Mobile, TechDirt, Telstra, UAE, UK, Verizon

December 14, 2018 · 13:07

Fight the Future

Mark Bergen gives us a Bloomberg article. The Sydney Morning Herald took it on (at https://www.smh.com.au/business/companies/inside-huawei-s-secret-hq-china-is-shaping-the-future-20181213-p50m0o.html). Of course the arrest of Meng Wanzhou, chief financial officer of Huawei Technologies is the introduction here. We then get the staging of: “inside Huawei’s Shenzhen headquarters, a secretive group of engineers toil away heedless to such risks. They are working on what’s next – a raft of artificial intelligence, cloud-computing and chip technology crucial to China’s national priorities and Huawei’s future” with a much larger emphasis on “China’s government has pushed to create an industry that is less dependent on cutting-edge US semiconductors and software“, the matters are not wrong, yet they are debatable. When I see ‘China’s national priorities‘ and ‘Huawei’s future‘ we must ask ourselves, are they the same? They might be on the same course and trajectory, but they are not the same. In the end Huawei needs to show commercial power and growth, adhering to China’s national needs are not completely in line with that, merely largely so.

Then we something that is a lot more debatable, when we get: “That means the business would lap $US100 billion in 2025, the year China’s government has set to reach independence in technological production” and by my reckoning, China could optionally reach that in 2021-2022, these three years are important, more important than you realise. Neom in Saudi Arabia, optionally three projects in London, two in Paris, two in Amsterdam and optionally projects in Singapore, Dubai and Bangkok. Tokyo would be perfect, yet they are fiercely competitive and the Japanese feel nationalistic on Japanese and at times more important, driven towards non-Chinese goods. In the end, Huawei would need to give in too much per inch of market share, not worth it I reckon, yet the options that Huawei has available might also include growing the tourist fields where they can grow market share through data service options, especially if the can Google to become part of this (in some places). In the end, the stage is still valid to see Huawei become the biggest 5G player in the field.

Then we get the first part of the main event. With: “It started working on customised chips to handle complex algorithms on hardware before the cloud companies did. Research firm Alliance Bernstein estimates that HiSilicon is on pace for $US7.6 billion in sales this year, more than doubling its size since 2015. “Huawei was way ahead of the curve,” said Richard, the analyst.” we see something that I have tried to make clear to the audience for some time.

June 2018: ‘Telstra, NATO and the USA‘ (at https://lawlordtobe.com/2018/06/20/telstra-nato-and-the-usa/) with: “A failing on more than one level and by the time we are all up to speed, the others (read: Huawei) passed us by because they remained on the ball towards the required goal.”

September 2018: ‘One thousand solutions‘ (at https://lawlordtobe.com/2018/09/26/one-thousand-solutions/) with: “we got shown 6 months ago: “Huawei filed 2,398 patent applications with the European Patent Office in 2017 out of a total of 166,000 for the year“, basically 1.44% of ALL files European patents were from that one company.”

Merely two of several articles that show us the momentum that Huawei has been creating by stepping away from the iterative mobile business model and leaping technologically ahead one model after the other. If you look at the history of the last few years, Huawei went from P7, Mate 10, Nova 3i and Mate 20 Pro. These 4 models in a lifecycle timeline have been instrumental for them and showing the others that there is fierce competition. The P7, a mere equal to the Samsung Galaxy 4 in its day, yet 43% cheaper for the consumer, and now they are at the Mate 20 Pro, which is 20% cheaper than the Samsung Galaxy Note9 and regarded as better in a few ways. In 4 cycles Huawei moved from optionally a choice to best in the field and still cheaper than most. That is the effect of leaping forward and they are in a place where they can do the same in the 5G field.

We are confronted with the drive with the statement: “Huawei is throwing everything into its cloud package. It recently debuted a set of AI software tools and in October released a new specialised chip, called the Ascend. “No other chip set has this kind of capability of processing,” Qiu said.” This viewed advantage is still a loaded part because there is the fact that China is driven towards growing the AI field, where they, for now have a temporary disadvantage. We might see this as a hindrance, yet that field is only visible in the governmental high end usage that there is and consumers like you and me will not notice this, those who claim it and create some elaborate ‘presentation’ into making the water look muddy. When your life is about Twitter, LinkedIn and Facebook, you will never notice it. In the high end usage, where AI is an issue, they are given the cloud advantage that others cannot offer to the degree that is available to non-governmental players (well, that is what it looks like and that is technologically under consideration, yet it does look really nice).

When we look towards the future of Huawei we clearly see the advantages of the Middle East, especially Saudi Arabia, UAE and optionally Qatar if they play their cards right. Latin America is an option, especially if they start in Argentina, where they could optionally add Uruguay overnight, branching out towards Chile and Paraguay will be next leaving the growth towards Brazil. Yet in that same strategy add Venezuela and Colombia first would enable several paths. The business issue remains, yet being the first to have an additional appeal and if it pisses off the Americans Venezuela gets on board fast often enough. The issue is more than technological. The US still has to prove to the audience that there is a 5G place for them all and the infrastructure does not really allow for it at present, merely the metropolitan areas where the money is, driving inequality in the USA even further.

If visibility is the drive than Huawei is very much on the right track and they are speeding that digital super highway along nicely. Yet in opposition to all this is the final paragraph in the SMH. When we see: ““As long as they stick to the game plan, they still have a lot of room to grow,” he said. “Unless the US manages to get their allies to stop buying them.”” This is a truth and also a reassurance. You see the claim ‘Unless the US manages to get their allies to stop buying them‘, gets us to an American standard. It was given to us by the X-Files in the movie with the same name, or perhaps better stated Chris Carter gave it to us all. The end he gives us: “He is but one man. One man alone cannot fight the future“, it equally applies to governments too, they might try to fight the future, yet in the end, any nation is built from the foundation of people, stupid or not, bright or less so, the larger group can do arithmetic and when we are confronted with a Huawei at $450, or an Apple iPhone at $2350, how many of you are desperately rich enough to waste $1900 more on the same functionality? Even when we add games to the larger three (Facebook, LinkedIn & Twitter), most phones will merely have an optional edge and at $1900? Would you pay for the small 10% difference that 1-3 games optionally offer? And let’s not forget that you will have to add that difference again in 2 years when you think that you need a new phone. The mere contemplation of optimised playing free games at $77 a month makes total sense doesn’t it? So there we see the growth plan of Huawei, offering the top of the mountain at the base price and those in denial making these unsubstantiated ‘security risk’ claims will at some point need to see the issue as Verizon is the most expensive provider in the US, So when I see $110 per month for 24 GB of shared data, whilst I am getting 200GB for $50, I really have to take an effort not to laugh out loud. That is the 5G world, the US faces and whilst there was an option for competitive players in the US, the Huawei block is making sure that some players will rake in the large cash mountain for much longer and there others are making fun of my predictions, and now that I am proven to be correct, they are suddenly incommunicado and extremely silent.

As such, when I predicted that the US is now entering a setting where they end up trailing a field that they once led, we will see a lot of growth of Chinese interests. In all this, do you really think that it will stop at a mere 5G walkie talkie? No, with 5G automation and deeper learning, we will see a larger field of dash boarding, information and facilitation to the people and Huawei will optionally rule that field soon enough, with a few non Americans nipping at their heels for dominance because that is the nature of the beast as well. Progress is a game for the hungry and some players (specifically the US) have forgotten what it was like to be hungry. Australian Telstra made similar mistakes and moved their Share price of $6.49 to $3.08 in the stage of 3 years, a 52% loss of value, and when (not if) Huawei pushed the borders all over the place, those people with a Verizon Protective State of Mind will end up seeing Verizon going in a similar setting, because that is also the consequence of adhering to what I would consider to be a form of nationalistic nepotism. The UK already had its ducks in a row for the longest of times (and that island has less ground to cover, which is a distinct advantage), so there BT has options for now and over time they might adhere to some of their policies as is required, the US is not in that good a position and Huawei merely needs to flash a medium purse of cash to show the people in the US that a place like Buenos Aires can offer the masses more and faster than those on better incomes in the US, because the pricing model allows for such a shift.

In this the problem is not a short term one, even as US giants are supposed to have the advantage, we also see that the workforce is not properly adhered to, the US (and the UK) have a massive, not a large, but a massive disadvantage when it comes to STEM students, a disadvantage that China does not have. The AI field is not something that is solved over the next 3 years, so as those with educations in Science, Technology, Engineering and Mathematics is dwindling to some degree in commonwealth nations and America, China can move full steam as the next generation is pushed into high end ambition and careers. As such the entire AI shortfall against America can be overcome much easier by places like China and India at present. It is not merely the stage of more graduated students; it is about groups of graduated students agreeing on paths towards breakthrough solutions. No matter how savant one student is, a group is always more likely to see the threat and weakness of a certain path and that is where the best solution is found faster.

Will we ‘Fight the Future’?

The issue is not the American polarised view, it is the correctly filtered view that Alex Younger gave us initially, it is not incorrect to have a nationalistic protective view and Alex gave the correct stage on having a national product to use, which is different from the Canadian and Australian path proclaimed. We agree that it is in a national required state to have something this critical solved in a national way (when possible that is), in this the path to have a Huawei 5G stage and then reengineer what is required is not wrong, yet it is optionally with a certain risk and when that path is small enough, it is a solution. The UK is largely absolved as it had BT with the foundations of the paths required, just as Australia has Telstra, yet some countries (like Australia) become too complacent, BT was less complacent and they have knowledge, yet is it advanced enough? We agree that they can get up to speed faster, yet will it be fast enough? I actually do not know, I have no data proving the path in one direction or the other. What is clear is that a race with equal horses provides the best growth against one another, the competitiveness and technological breakthroughs that we have seen for the longest time. That path has largely been made redundant in the US and Australia (I cannot say for certain how that is in Canada).

Even as Huawei is gaining speed and being ahead of it all is still a race by one player, the drive to stay ahead is only visible on the global field, and it is an uncertain path, even if they have all the elements in their favour, what is clear is that this advantage will remain so for the next 5 years and unless certain nations make way for budgets growing the STEM pool by well over 200% their long term disadvantage remains in place.

The versusians

In this stage we need to look in the pro and con Huawei field. In the pro field, as Huawei set the stage for global user growth, which they are seemingly doing, they have the upper hand and they will grow to a user base that grows from servicing a third of the internet users to close to 50%, that path is set with some certainty and as such their advantage grows. In the opposition of that, players like need to step away from the political empty headed failure of enabling the one champion stage of Verizon and Telstra, diversity would give the competitive drive and now it is merely Telstra versus Vodafone/TPG, is means that there will be a technological compromise stage where none of the two surges ahead giving players like Huawei a much larger advantage to fuel growth,

How wrong am I likely to be?

So far I have been close to the mark months in advance compared to the big newspapers only giving partial facts long after I saw it coming, so I feel that I remain on the right track here. The question is not merely who has the 5G stage first, it will be who will facilitate 5G usage more complete and earlier than the others, because that is where the big number of switchers will be found and players like TPG and Vodafone have seen the impact of switchers more than once, so they know that they must be better and more complete than the other brand. Huawei knows it too, they saw that part and are still seeing the impact that goes all the way back to the P7, and that is where Apple also sees more losses, We were informed a mere 9 hours ago: “Piper Jaffray cuts its Apple (NASDAQ:AAPL) price target from $250 to $222 saying that recent supplier guidance cuts suggest “global unit uptake has not met expectations.”” another hit of a loss to face, optionally a mere 11.2% yet in light of the recent losses, they faced, we see what I personally feel was the impact of the ridiculous stage of handing the audience a phone of $2369, optionally 30% more expensive than the choice after that one, even if the number two is not that much less in its ability. The stage where marketeers decide on what the people need, when they all need something affordable. It personally feels like the iMac Pro move, a $20K solution that less than 0.3% of the desktop users would ever need, and most cannot even afford. That is driving the value of Apple down and Huawei knows that this egocentric stage is one that Apple et al will lose, making Huawei the optional winner in many more places after the first 5G hurdles are faced by all.

Do you still think that Apple is doing great? A company that went from a trillion to 700 billion in less than 10 weeks, which is an opportunity for the IOS doubters to now consider Huawei and Samsung, even as Huawei will statistically never get them all, they will get a chunk and the first move is that these users moved away from IOS, and as Android users they are more easily captured towards user hungry players like Huawei by its marketing, that is the field that has changed in the first degree and as people feel comfortable with Huawei, they will not consider getting more Huawei parts (like routers for the internet at home) and that continues as people start moving into the 5G field. You see, we can agree that it is mere marketing (for now), yet Huawei already has its 5G Customer-premises Equipment (as per March 2018). this implies that with: “compatible with 4G and 5G networks, and has proven measured download speeds of up to 2Gbps – 20 times that of 100 Mbps fiber“, that they can buy their router now, remain on 4G and when their local telecom is finally ready, 5G will kick in when the subscription is correct. It is as far as I can tell the first time that government telecom procedures are vastly behind the availability to the consumer (an alleged speculation from my side).

Do you think that gamers and Netflix people will not select this option if made available? That is what is ahead of the coming options and that is the Future that some are fighting. It is like watching a government on a mule trying to do battle with a windmill, the stage seems that ridiculous and as we move along, we will soon see the stage being ‘represented’ by some to state on the dangers that cannot (or are ignored) to be proven.

The moment other devices are set towards the 5G stage, that is when more and more people will demand answers from industrial politicians making certain claims and that is when we see the roller-coaster of clowns and jesters get the full spotlight. This is already happening in Canada (at https://www.citynews1130.com/2018/12/13/huawei-and-5g-experts-clash-on-the-risk-to-canadas-national-security/), where City News (Ottawa) gives us: “I can’t see many circumstances, other than very extreme ones, in which the Chinese government would actually risk Huawei’s standing globally as a company in order to conduct some kind of surveillance campaign“, something I claimed weeks ago, so nice for the Canadian press to catch up here, in addition when we are given: ““This can be used for a lot of things, for manipulation of businesses to harvesting of intellectual property,” Tobok said. “On a national security level, they can know who is where at any given time. They can use that as leverage to jump into other operations of the government.” those people knowingly, willingly and intentionally ignore the fact that Apps can do that and some are doing it already. The iPhone in 2011 did this already. We were given: “Privacy fears raised as researchers reveal file on iPhone that stores location coordinates and timestamps of owner’s movements“, so when exactly was the iPhone banned as a national security hazard? Or does that not apply to any Commonwealth nation when it is America doing it? Or perhaps more recent (January 2018), when Wired gave us: “the San Francisco-based Strava announced a huge update to its global heat map of user activity that displays 1 billion activities—including running and cycling routes—undertaken by exercise enthusiasts wearing Fitbits or other wearable fitness trackers. Some Strava users appear to work for certain militaries or various intelligence agencies, given that knowledgeable security experts quickly connected the dots between user activity and the known bases or locations of US military or intelligence operations.” So when Lt. Walksalot was mapping out that secret black site whilst his Fitbit was mapping that base location every morning job, was the Fitbit banned? Already proven incursions on National security mind you, yet Huawei with no shown transgressions is the bad one. Yes, that all made perfect sense. I will give Wesley Wark, a security and intelligence specialist who teaches at the University of Ottawa a pass when he gives us: “Still, Canada can’t afford to be shut out of the Five Eyes or play a diminished role in the alliance, and if Britain decides to forbid Huawei from taking part in its 5G networks, Canada could not be the lone member to embrace the company“, OK that is about governmental policy, not unlike Alex Younger there is a claim to be made in that case, not for the risk that they are or might be, but the setting that no government should have a foreign risk in place. This is all fine and good, but so far the most transgressions were American ones and that part is kept between the sheets (like catering to IBM for decades), or leaving the matter largely trivialised.

It is pointless to fight the future, you can merely adhere to swaying the direction it optionally faces and the sad part is that this sway has forever been with those needing to remain in power, or to remain in the false serenity that status quo brings (or better stated never brings). True innovation is prevented from taking grasp and giving directional drive and much better speeds and that too is something to consider, merely because innovation drives IP, the true currency of the future and when we deny ourselves that currency we merely devaluate ourselves as a whole. In this we should agree that denying innovation has never ever resulted in a positive direction, history cannot give us one example when this worked out for the best of all.

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