Tag Archives: US

Thoughts

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

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

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

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

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Wanna go fat?

That is the weird but very apt question. Of course I could ask Laura Vandervoort implying if she wants me (my delusional side in action). Yet this is not about women, this is about gaming. It is 2024 and internet congestion is starting to become a much bigger issue. As such, if Amazon with its Luna wants to stand out and equal if not surpass Tencent with its handheld, it needs to reformulate some settings. I truly believe that Gaming as a Service (GaaS) has the future, but the brains behind this are too much about the monthly fee and when congestion hits that monthly fee becomes a problem. Tencent with its handheld has a solution, now Amazon needs to find a roadmap to set itself apart. They cannot rely on player like Ubisoft to figure things out, it will be too late for them.

Now consider an upgraded and remastered version of some of the Commodore 64 greats. Fort Apocalypse, Wizard, Jumpman, Wizard of Wor and so on. You might find that amusing, but you only have to face one wall of congestion and it suddenly doesn’t feel that weird anymore. Now each of these games was less than 354Kb in total. Now with upgraded graphics (and much better sounds) it will easily fit a 2Mb marker. Consider the controller now with an SD card slot and a 64GB card is less than $15. Now consider that the controller is the fat client. It will use the servers, but in some cases it can download a partial frame and a whole host of games can be played from the controller. Not Ubisoft games and not many ‘new’ high tech games (or whatever they would call them) but others could be downloaded and other games could be downloaded whilst you play. It is a larger station to consider. In the age of congestion, the one that allows you to play is the winner and Amazon needs a real win. Microsoft is spinning the fact that they are losing. They made arrangements with Ubisoft. So what happens when Microsoft desperately wants more? Amazon better get ready because if they are not, it all goes to Tencent and they are at present in a stage where they could get millions of gamers, all because some were asleep (OK, Google walked away from this). 

The larger setting that we see (at https://www.androidauthority.com/amazon-luna-1170676/) is only part of it. They are set on relying on monthly prices and that is good. The moment that players and families will have to consider $12 for Netflix or $10 for Amazon Prime, Amazon will lose members. The controller is either $70, or $83. So what happens when people get the one time additional $10 for the fat client version, they need to buy their own SD card, but it comes with a free setting of these ‘download’ games and as that list improves the people will select the Amazon equation. You can all go into denial that this will never happen, but a setting where bills are strangling you, that $10 can given you dozens of games and a gaming setting that families can afford. Yes, when they cannot afford one, they cannot afford the other either. But there will be a large group of people who can only afford one. And that will escalate. Now take congestion in the mix and people are paying for something that cannot be delivered for whatever excuse the telco gives us and in Australia Optus has had its share of excuses, so much so that there is a senate hearing on Optus. And it is the first one at present. I reckon that soon enough others will have their congestion and outage issues, this might be the year it comes to blows all because too many were sitting on their hands and it is not merely Australia. EU and US will have their own issues soon enough. In addition to that Germany and France have massive rural area’s where the minimum bandwidth is seemingly an issue. That issue is seemingly and there is no real open data. Those who have the issue are (as I personally suspect) hiding this. As such a fat client solution could decrease bandwidth pressures and allow people to game there, at least those lacking a console or PC. 

As I personally see it, going fat is not the best way, but it is an option into the future, so how about it Laura ;-)?

Now consider the Amazon solution with dozens of awesome remastered games added to the mixture? As I see it it is better than what is now, the Microsoft spin only holds water for so long and whilst too many are following that Microsoft cult, Tencent with its handheld is about to gain real gamers globally and that was what I always predicted. They question becomes which of the two is gaining the additional 50,000,000 gamers the quickest in phase one? When that part becomes reality Microsoft will have lost another battle, all set to meaningless banter like ‘We have the most powerful console in the world’ which is not a lie, but Nintendo with its weakest console surpassed them with great ease and now Tencent is about to become the next favourite taste of gamers. Amazon has options but it is not clear for how long. They are establishing themselves, yet outside issues like congestion will halt them for some time and this is the kind of game that standing still get you to lose the race. 

Enjoy this Thursday, the first weekend of the year is only a day away.

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A delusion within a delusion

A few things happened today that gave pause for thoughts. I believe it that it reinforces the ideas I had from the very start. Some (especially Microsoft sycophants) will state that it is exactly the evidence making me delusional. I will let you decide.

To state this I will take some detours. The setting I always had was that by the time phase one was completed, 50 million subscribers would be added. A few parts support that media, yet I will not mention them here due to some sycophants. What you need to know is how I got there.

So there is the setting that three and three and three make nine. I state that it could be 729. So how did I get here. Well, (3×3)3 is the quick route. But that would be regarded by most as flim flam numerology. So how did I get there?  

Consider two persons, person A and person B. They both have 4 million followers. You would think that you get to 8 million which makes sense, but you would be wrong. Consider these two persons. They both have interests and for the simplicity we will take random groups. Fashion, Books, Technology and Art. In these classifications they can attract each 2 people. As such the equation now becomes 2+2+2+2 times 8 million. We now have 64 million. There will be overlap, yet the more diverse these groups are, the lesser the overlap. It is a little bit like anti clustering. New clusters that are similar but not alike. This (sort of) relates to Späth, H.: Cluster dissection and analysis: theory (1986). Another person who talked about this was Iliya Valev (around 1998). 

Now I have to make a side jump. It is an old setting for a tri-sided dagger, or a Jagdkommando knife. The response on it is “The tri-dagger’s problems all begin with that godforsaken twist. It lacks a proper cutting edge, and it’s wide shape means that, as a slashing weapon, this thing is about one step up from paper cuts”, so how does this connect? Well, I have always ben a fan of a tri sided blade. It is forbidden as an actual weapon, but in my view I see it as something with three sides. Presentation, Perception and Principle. They support and reinforce one another. Perception is reinforced by Principle and Presentation, Presentation by Perception and Principle and Principle gets support from Perception and Presentation. No matter how you wield it. We see the opposition we read earlier, but we see it as a knife. You need to realise that the origins of the stiletto was invented in the 15th century to be an anti-armour knife. Not meant to slice but to stab and it went straight through leather and most metal armour. The ‘recipient’ basically bled to death on the spot. Now, hindered by its own armour it could not get any bandage applied before he bled to death. The jagdkommando knife is similar, the wound becomes to hard to heal or apply first aid, which was why it was forbidden. But the application of it is still valid. It was meant to kill with certainty, plain and simple.

Out of bounds
This is exactly why I never wanted Microsoft to get involved. They can spin whatever they like, and as they waste 69 billion on some call of duty solution, I am in the process of taking their population away from them. You see, you can spin innovation, but when the results are absent. You become part of the problem. This is supported by two part. In the first part one source gave me that 75% of the Xbox population is the Xbox series S, as such they already lack next generation solutions. The second one is harder. This was seen two days ago (at https://edition.cnn.com/2023/09/20/investing/premarket-stocks-trading/index.html) where we are given ‘US debt rises to $33 trillion as government shutdown looms’, we know there will be some last minute ‘solution’ but that is now becoming increasingly less and less likely. Microsoft has a system that ‘thrives’ on US government and its allies and that is a massive chunk of its business. So when that machine starts going idle more and more, their goose is cooked. This is why I speculated on a 2026 fall of Microsoft. Google decided on another path, so they are out and Amazon doesn’t seem to be waking up. Now China has three sides of a square nearly ready. The media is happy to spin that this is merely three sides of a heptagon and they too are pretty spiffy on presentations. Yet there I am with the other solution.

Why Canada?
Canada was part of the solution from day one. Even as I had no idea on the impact Microsoft was facing at that point, for the simple reason that I never cared about Microsoft. They merely were. But on the 5th of November 2021 I wrote ‘Egg-timer please’ (at https://lawlordtobe.com/2021/11/05/egg-timer-please/) there I wrote about Randy Lennox, CEO of Bell Media. There were two reasons, one he was Canadian (Americans were starting to get a global bad rep), he would not have that against him, which mattered to me to progress my IP. In addition he had sides of a documentarist which would be important for part of my solution and as a CEO he had international access (something I will never have). In addition Canada was a commonwealth nation and as a commonwealthian that mattered to me. 

So why the numbers?
You see, the numbers sound nice, but to get to the 50 million subscriptions I need a acceleration curve, anti clustering shows that acceleration a lot quicker. The simplest example I can give you is the difference between ‘You need to be a biker and you need to be a painter and you need to be a technologist’ and ‘You need to be a biker or you need to be a painter or you need to be a technologist’. It is not that simple, but it shows the difference the quickest. If acceleration is key, the ‘or’ group is the acceleration you need. 

These factor made me realise that Microsoft would never be the solution, they keep on buying and missing the innovation. They will state that they are the innovation that works like an anchor, but the innovation of an anchor is not because it is working, but because it didn’t work and we see plenty of that at Microsoft, but they never improved their models and I spoke about these failures too often to rename them now. Amazon was for the longest time the larger option to get it all done, but they decided not to wake up (I actually gave them the heads up). As such Andy Jassy and Jeff Bezos struck out. Now we have a new option. You see, I considered Apple, but they had their own niche. I respect niche players, but they come with blinkers. That is optionally not a bad thing (as long as they pass the qualifying question) but without that I am giving away the play to them and giving Apple something for nothing is just too unacceptable to me. Hence I contacted the Saudi Government in September 2022, I admit it did not go the way I had hoped, but not all was lost. If the Kingdom Holding group would accept the stage I presented, all would be well (I am still waiting). A new player that reared its head in January 2023 was the Tencent Technology group. They had the drive to make it work, but I believe a lot more could be achieved if Amazon or Apple were part of that deal (and I do prefer to get paid). It was also around that time that the secondary impact became visible. Meta would lose more and more market share and as such, so would Twitter (read ‘X’). Their losses would not be immediate and would take some time, but their granularity would be lost as my IP gains speed. So when these two lose 30 million people it would hurt their bottom dollar to some extent and from there the damage merely increases on a few fields. It was the advantage a player like Amazon could use to really impact global business. 

Mister X
Mister X does not relate in any way to Twitter. I considered the second person in that equation and I suddenly realised that this person could put the media out of business to a larger extent. The media that has been spinning for the need of their stakeholders and advertisers as well as their digital dollars would suddenly lose a massive amount of revenue over the short initial time. They would not be able to correct for this and they would have to bend over backwards to become anyones bitch. That works for me as the media has become a much larger problem and I suddenly realised that this could be used to wield information in a different direction and lets be clear, these two people stand to make a nice slice of the initial $5,000,000,000 annually. And I am not forgetting about little old me, I stand to make a nice retirement fund as well (which was my initial reason). I care more about my IP being successful but that will hand me a very sizeable retirement parachute too. As such I do hope that certain people will see what they are about to get, not in the least CEO Talal Ibrahim Al Maiman and Crown Prince Mohammed bin Salman Al Saud. The second one doesn’t need the money, but when his royal highness gets to stick it to both the US and the media at the same time, he might do it just for the fun of it. In the meantime I wonder how fast the US shutdown would affect Microsoft. It will not initially do so, but this is the second shutdown danger in as many years and the third is not far behind and when that becomes a threat a third time, the chance of a last minute resort becomes less and less likely. So when the US government shuts down, how will Microsoft receive its cloud revenue? Its 365 revenue? So, how big is the actual Office 365 Government service description? When that shuts down, who pays for the $35 a month, per employee? Did you consider the amount of revenue Microsoft at that point will miss? 

Consider the slippery slope the US is on, consider what they sacrificed for the good of ego and you will realise that I was correct all along, optionally I was correct going all the way back to 2021. 

Enjoy the upcoming weekend.

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A dark journey

This journey isn’t for every one. I have hd the same setting earlier and the same conclusion as well, but I was never outspoken about it. I got there via two articles. 

Overdose
The first article is given to us by BBC (at https://www.bbc.co.uk/news/world-middle-east-66810832) where we see ‘UAE seizes billion dollar amphetamine haul’ there we are given “A portion of the 86 million Captagon pills police in Dubai say was seized”. You see, there is literally no reason to be this stupid. This amounts to 10 tablets to EVERY citizen in the UAE. The UAE has a remarkably well organised detection team as well as a well organised cyber investigation team. This was never going to go right. And lets be clear, the idea to set a market to serve 100% of a population is just insane. And I am not the only one thinking this. Dubai and Abu Dhabi are thinking pretty much the same thing (my speculation). This is either a distraction or it is about destabilisation. How? Your guess is as good as mine, but I see o other setting than these two. Perhaps they whistle this load whilst 100Kg (or more) gets safely transported via other places. Now, that would make sense. The materials cooked are not the issue. If you can make that much, you can make 100Kg more. But was it really about the drugs or the distraction. Perhaps it was about finding the right people to assist them in this endeavour. As I said, your guess is as good as mine.

The second article is also from the BBC (at https://www.bbc.co.uk/news/world-us-canada-66826895) with ‘How the fentanyl crisis’ fourth wave has hit every corner of the US’ there we are given “the US witnessed a grim milestone: for the first time ever, drug overdoses killed more than 100,000 people across the country in one single year. Of those deaths, more than 66% were tied to fentanyl, a synthetic opioid 50 times more powerful than heroin.” It seems that the war on drugs is not working. I see only one solution. After the arrest, just put drug dealers to death, no long trial, no long Rebuttal. As their stuff kills millions, they too should die. And after Breaking Bad, drug dealers have been romanticised. No matter how this plays out, we need to change the game. All this lame war on drugs is as useless as anything we see. Its like throwing your 17 year old daughter naked in a room full of horny sex depraved men thinking she will still be a virgin in 300 seconds time. It is time to change the game with deadly precision. The talkative weak minded liberal politicians have had decades and nothing was achieved. 

Consider 2000, the movie Traffic is released. We see several sides of the drug market and that market had been growing for decades, now a quarter of a century later, it drains healthcare, it drains prison space and it drains the patience of the parents of the victims of drug trafficking. 

Patients and funds are gone. Now, why didn’t I speak up earlier? I did, but not to this degree. You see when nations are attacked and the intent is destabilisation of a government it becomes a very different problem. You see it might start in the US, but the greed driven are never satisfied. The EU is next and after that who knows? With the UAE it becomes a different game, but when you see a board and you do not know whether the data refers to Chess, Checkers or Go it is a hard issue. The hard issue is whether the data supports the view, whether the game presented reflects the real issue or whether it is merely a smokescreen telling us it is one of those three. This matters because in an age where we cannot afford these leaps, we need to make sure that any false leaps are stopped and fast, which is why I am on this dark journey.

Is there another option? 
It is a fair question, but the death graphs from the US implies that it is already to late for that. Before this is stopped hundreds of thousands will die. Now, we have plenty of people (8 billion), so this could go on for a little while longer and if it does the US will be without healthcare funds. This will not take long, I reckon that it collapses within 5 years. So what will we do after that? What will the US do, what will Europe do? Your guess is as good as mine. I reckon that the UAE and other Arabic nations will see that the US is on track to lose it all, and after the Kingdom of Saudi Arabia locked down on drug offences and last year performed at least 20 executions for drug offences, the UAE might follow that course. When the deaths and the cost of healthcare starts adding up, it might not have another option open to them. The fact that they captured 13 tonnes of amphetamine pills smuggled in furniture is one side, the other side is that there is no prediction on what got through via other means. It is speculation on my side, but when you consider the data, I am very likely to be right on this (a little less on the reason on why it is done).

Enjoy the day, Monday is almost here.

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The future is today

That is a small reference to Beaker, the assistant of Muppets lab where the future is being made today. The thought came to me after seeing an article which took me back to one of my articles. The article in question is ‘On the way to……’ (at https://lawlordtobe.com/2023/07/28/on-the-way-to/). In that article I give the readers “Yet the larger part is how the prices (allegedly) dip a little in early 2024, as I see it as these settings continue, the world (EU and USA) will face oil prices of $90+ from December 2023 onwards. I have no idea how high they will get, but the larger setting no matter how managed it is, the shortage will continue and press pressures up to weird levels all over Europe.” So that was my prediction at the end of July, two months ago. I was called all kinds of things, including Arab buddy and wog friend (whatever that is). So now we get ‘Oil prices ease after Saudi, Russian output cuts but hold above $90’ (at https://ara.tv/24w46), so basically we are already at the $90+ point and it was (as I personally see it) clearly visible. And when we add “The supply cuts overshadowed continuing concern over Chinese economic activity last week, but investors looked to be focusing on demand drivers on Monday, with the International Energy Agency (IEA) and the Organization of the Petroleum Exporting Countries (OPEC) due to release monthly reports this week.” It is more than the simple demand drivers. Yes, these drivers are a first, but the environment, the effects are now becoming a second. The larger setting is that the hot summers are likely going to be the fuel for a drastic and much colder winter. If that is true (and it is pure speculation) the west and especially the northern hemisphere could require a lot more oil for heating and that will drive up the oil price ever further. I have no idea how high it will get but it is already above $90, as such $100 per barrel is not out of the question, but this is not my ballgame. I saw the increase, but how high is less my issue, or my interest as I do not own any oil wells. 

So what will happen next? Well, there is some confusion on that. The EU and US have alienated Saudi Arabia as well as some of the other OPEC nations and with Russia in the state it is in a lot of oil is no longer available to the EU, yet the US is the largest producer at present and where it all goes is up to all of you, but it comes at a price. What that price will be is anyones guess but the demand of oil keeps on pressing and the needs during coming winter could reach new heights. But that is pure speculation from my side. I have no information that could be ruled as acceptable evidence. What does matter is that whilst I saw this moment two months ago, too many were in doubt or flat out denying this and we are now entering a stage where denial is the start of disastrous folly. For me the fun part was that I was right all along (yet again) and I am perhaps Beakers twin or assistant and I predicted the present two months ago. OK, I expected this to happen in a few months, but we are already there, all whilst others were playing possum with the reality of events.

Enjoy the day.

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And then there were 6 more

I have been expecting this, I have been awaiting it. OK, I have a few different reasons, but the added BRICS members (from January 1st 2024) are Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates. I don’t think that the people get how much of a issues this is going to be. BRICS members, just like any other membership (like EU, NATO) will give preference to its own members first. On ‘the seventh guest’ (at https://lawlordtobe.com/2019/06/21/the-seventh-guest/) I wrote “I am certain that Russia and China will use this opportunity that opened up, I just do not know how at present.” That was June 2019. There was no war looming in the Ukraine (and BRICS was not on anyones radar). This setting would be coming naturally from China and now we are about to see that play. Now consider that Saudi Arabia imports from United States was a simple US$16.22 Billion during 2021, now also consider that U.S. Exports to Saudi Arabia constitute 14.2% of total U.S. exports of those commodities worldwide. Now consider that these two numbers will diminish by at least 50% and those trades all go to China (optionally Russia too). I reckon that January 2024 will be the start where the debt levels the US currently has can no longer be allowed. Doing so will end its existence sooner and sooner. Should the US default, they will drag the EU and Japan down with them. A sentiment that China will not shed a tear about. Egypt is interesting as it propels the Saudi plans for their global G5 plans a lot further and a lot faster and it puts the EU and US out of the game pretty much overnight. As such there are signs that the latter two are racing to get agreements in play now. Something Saudi STC and Chinese Huawei are eager to block. Now consider a second part. The quoted setting was “the relationship is that the United States of America (USA) provides military protection of the Kingdom in exchange for a reliable oil supply from the Saudis, pricing of oil in USA dollars, and Saudi support for American foreign policy operations across the world” under those steps China is the most likely party to enlarge their options and they stand to get a lot more oil, oil that is likely not to go to the US and EU from January 1st 2024 (or at least a decent part of it). The latter one is a speculation, but it fits the long term play China is employing and in this I could be wrong. The KSA has long term agreements with the USA. The larger concern isn’t merely the KSA. In this new agreement Iran and the UAE join and now there is a new balancing point in the Middle East and the Emirates are part of that. So how much import does the UAE get from the USA and EU? So when they too go from “United Arab Emirates Imports from United States was US$16.88 Billion during 2021”as well as “European Union Exports to United Arab Emirates was US$37.38 Billion during 2022” and now consider that these two will go down by at least 50%, if not a whole lot more. That gives us $99,000,000,000 in lost commerce from these two places alone and that is merely the start. So how will their government credit cards go when they do not have these revenue streams continue? After that consider the damage that lost revenue from Egypt could get up to as well as increased revenue to China and this is not new, that danger existed from 2019, but certain American politicians were to ego driven and now it all comes to a speculated halt in 16 weeks. For China it will turn out to be a very merry Christmas this year. For the EU and USA a lot less so. But they were warned (not by me), these so called wannabe’s making the calls had more than information I had and they played the ostrich game. So how is that playing out for them? If you were hoping for some miracle cure from me you would be wrong. As I see it, it is too late for that. The US and UK should have adjusted their courses at least 3 years ago (7 would have been better). In the end for several players their upcoming BRICS membership is merely  business decision and that is what China and India are hoping for, because it opens their options by a fair bit starting in 2024. 

As I personally see it, the endgame will play itself, I see no moves left for the Commonwealth, the EU or the USA. Setting that should and could have been avoided for close to 5 years were never done and now with an enlarged new player on the global stage we can watch and see Wall Street implode on itself. To see the desperate go nuts on greed missed all because of some ego driven politicians will be stellar on a few levels. You see a secular population is a weird thing, the moment things go really south, they will rely on the faith of others to let them continue. Does that make the profoundly lost sentiment a drive of sarcasm or a natural wave of irony? I am not sure what applies more but as an antithesis they might be feeding each other for some time to come (especially when the media wants to get as much digital dollars as it can). 

I honestly wonder which systems will still be in play by April 1st 2024, what a joke that will be. Enjoy the weekend.

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When is a ball not dropped?

That was the first question that came to mind, the answer is simple ‘when it is not a ball’. This might confuse you, but read me out. It will make sense soon enough. I took notice of the next episode of the Tate event (at https://www.bbc.com/news/world-europe-66405285), you see in the story with the headline ‘Andrew Tate’s Romania house arrest lifted’ one thing stood out, it was “The indictment says they and two female Romanian associates formed an organised criminal group in 2021 to commit human trafficking in Romania, but also in other countries including the US and the UK.” Can you see what stands out? It is “including the US and the UK”, so in over 6 months, the BBC gives us nothing on the UK side? Even if it is a ‘no comment’ setting, the BBC kept us all in the dark, all whilst accusing the Tate’s between the lines. So where are these American accusations, where are the lines of the FBI giving us ‘no comment’? This all does not add up and gives me more in regards to the speculation I had in an earlier article speculating that this was a move by organised crime and certain so called captains of industry to take away the business that the Tate’s have and claim it for their own. It must bite these wannabe’s for a kickboxer to add up to hundreds of millions, all whilst these wannabe’s are worth severely less than 1% of what the Tate’s achieved. And the media is largely helping these wannabe’s out. Feel free to disagree, yet consider that on January 10th 2023 in ‘Andrew Tate, the man, the exploited’ (at https://lawlordtobe.com/2023/01/10/andrew-tate-the-man-the-exploited/) I wrote “In this day and age when we can see cyber transgressions in every direction. Does it make sense for someone like Andrew Tate to go ‘after’ the daughter of some mogul? And this is not America, this is Romania, as such a man like that has all kinds of connections. The math just does not work out. Any loser or non-wealthy might make a move like that. It does not make the Tate’s guilty, not innocent either. EVIDENCE is required and I have so far seen close to ZERO evidence on anything that could prosecute Andrew Tate.” With the additional “The media exploiting whatever they can to get the digital dollars. And Andrew Tate makes a fine target for the media. For 2 weeks the media did not dig into the accusation, merely focussing on misogeny.” Then we get to this story, we get “Andrew and his brother Tristan were arrested in March and charged in June. They deny the charges.” No, this is not true. They were placed under house arrest on December 29th 2022, so why is the BBC suddenly so inaccurate? Then we get to the US and UK side of things. Were are the arrest and extradition requests? So where was the US in all this and why is the journalistic investigated more leaky than a sif? I cannot tell whether the Tate’s are guilty or innocent, I do not have access to any evidence, yet the bad reporting and the balls dropped on nearly every side of the equation makes me wonder if the Tate’s were ever guilty and when they are acquitted, or the trial finds them not guilty, how much trouble is the media in? Because they never had that much credibility to begin with and with the additional sides not properly investigated, the Tate’s have a case to show that the media is no longer to be trusted, and what happens when these 6 million fans tell people not to buy certain papers in the UK because of fake press credibility? I wonder which paper is left standing at that point. You can turn any man into a boogeyman, but when you get that wrong there is no going back and certain media could be getting the short end of that equation soon enough, but with the fumbled settings in the UK and US they might already be realising that.

And feel free to read up on this, but I had my doubts on this going back to January 2023, and it was the piss poor quality of the press that got me there. 

Enjoy the weekend.

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My presumption is real

This article goes over several parts, parts you might agree with and parts you will not agree with. That is fair! You see several parts are set to presumption, which is still better than speculation. The difference is seen in the meaning. Presumption is an idea that is taken to be true on the basis of probability. There is more than probability in my case. I have worked in IT since 1983, as such I have been around (at least twice). Speculation is the forming of a theory or conjecture without firm evidence. And both are important because I am talking from the past, which is not always seen or accepted as evidence. This is fair, and this is why people might disagree and I get it, never take anything for granted, not Ven when I say it. I love the expression from NCIS in this case ‘Trust but verify’ Gibbs was right, always verify what you learn. It is the only real way to move forward.

So this all started yesterday with an article. The article (at https://www.bbc.co.uk/news/business-66118831) gives us ‘Gallium and germanium: What China’s new move in microchip war means for world’, they say it is 8 hours old, but I saw the article a little over 25 hours ago, so not sure what changed. The setting is “Under the new controls, special licences are needed to export gallium and germanium from the world’s second largest economy. The materials are used to produce chips and have military applications. The curbs come after Washington made efforts to limit Beijing’s access to advanced microprocessor technology.” You can turn and twist this to your heart content, but the setting is inaccurate and largely incorrect. Not what you read, that is fine. But there is a whole mess that precedes this and to see this we need to go back to the 90’s. You see, the IT world saw hoe the arms race was going and how military contractors were filling their pockets and the IT world took a page from that stage and started its IT Armistice race. I was caught up in it as well. A 386, a 486, a 486DX2, the Pentium, the Pentium 2, the Pentium-450, the Pentium2, as such between 1993 and 2002 I had wasted thousands on 7 systems, 7 systems in 10 years and I had enough. You see for the most the Pentium2 was enough to do 90% of everything I did, except gaming. Then I switched to consoles and saved myself thousands more. As such I avoided to the largest extend the graphic card war which might seem small but high end gaming needs a $1200 card, my PS5 was less then a thousand dollars on day one. In this Microsoft also pushed the borders, making us upgrade again and again. Oh, they played their cards cautiously and they played it well. Yet consider “Vista alone had 50 million lines of code, 10 million lines more than its successor, Windows 7. Because of the excessive amount of bloat and code, it was very slow on devices at the time, even on the latest and greatest hardware of 2007. This meant that it was more expensive to buy a machine that ran Vista properly.” Between Windows XP and Windows 7 we had the Vista nightmare and it cost too many too much. Yet weirdly enough with a little effort (Suse Linux at $99) you had an equal if not much better option, it would work on most Pentium2 systems like lightning. You could download it for free but for that money you got the discs and a DVD, the DVD had all the discs which included Linux and a truckload of programs, even open office I believe. If not it was easily downloaded. A linux lookalike version of Microsoft office that was free. It had an SQL database and so much more, even a nice collection of games, but they were not high resolution games. Fo that you needed a console and you saved thousands. It is this armistice race. We went though thousands of processors and that is what counts, because that drained the Gallium and Germanium we had and now China is one of the few that has it now. You see, we might act against China, but Gallium is found in Japan, South Korea, and Russia as well. China has however 90% at present. That does not mean there isn’t more, but finding it is not easy. Germanium is also found in Canada, Finland, Russia and the United States. China has about 60% and that is where we see the odd duck out (on your left). And is it not interesting that the second material is not mentioned that it is also found in Canada and the US? In this greed was again a much larger stage to this. The IT Armistice race dwindled whatever the west had and now China and Russia seem to have the upper hand. Still the larger stage is not merely who has it, but it becomes who can find it better, because that is where this is heading. I get it, we all need the latest PC (or MAC) but ask yourself, what allows you to do what you need to do? That is the question that IT providers like Dell and HP were eager to avoid at all cost as it impacted their bottom dollar. They will make the ‘party line’ To enjoy the best of Windows (whatever version) you are best off having a (the latest chip). That is what caused a large part of the drain and I was every bit as guilty. By the time I figured out what was going on I my bank account had about $22,000 less (11 systems with 2 still in use). You can scream whatever you want on how I could ‘save’ some dollars, but the truth is that we all enjoyed that feeling of the latest system, but it came at a price. So when we now see “a Pentagon spokesperson said the US had reserves of germanium but no stockpile of gallium” and why is that? It it is such a crucial element, why is there no stockpile? That is an easy answer, but no answer will be forthcoming. A race for supremacy, all whilst at least two racers are no longer able to keep up and that race is about to turn nasty for at least one of them. The Commonwealth might rely on Australia, but until the deposits are found the UK is in a tight spot. As I personally see it we might have to take a step back and see how else we can get the job done. As such I am phrasing an extremely speculative question. French chemist Paul-Émile Lecoq de Boisbaudran found in 1875 the substance we now know to be gallium, it is in group 13 of the periodic table and is similar to the other metals of the group (aluminium, indium, and thallium. My question becomes Is there another solution that employs indium or thallium? I honestly have no idea, I do not even know where these two are found and whether they can do what Gallium does. Also there is Rhodium, can it (or a combination) get the job done? I have no idea, but it seems to me that the head-banging against a wall we raised ourselves is massively stupid to say the least and there is every chance that there is a chemist and an electronic engineer who will laugh at my suggestion, which is fair enough. To see this we need to look at 1965 when Friedrich Schächter created a ballpoint that works in space as it is a pressurised ink solution. In in 1967 it was reported that NASA purchased approximately 400 pens for $2.95 a piece, all whilst Bic pens were $0.29 in those days. Russia decided to solve it by using a pencil, which costed $0.39 at the time. So we can caress our ego’s or find another solution.  And this is merely one of many issues. So will you embrace someone who adds 10 million lines of code, or seek whatever else is out there? I get it, the other solution will not work for everyone, but over 2 billion people use a PC out there. I am willing to bet the bank that at least 25% could do with a cheaper solution. There are (according to some) an estimated 300 million computers in production annually. I feel certain that at least a third doesn’t need to be bought and if Microsoft woke up and recreated Windows XP for households and adds a decent office version to it several other gallium issues could suddenly be less stringent. In 2018 970 units of Gallium were used. In 2022 it was almost 3500 units (the chart did not clearly give me what the units were). Why is that? I know that PC output is not over 300% in 2022. There might be other uses as well, but I would not know that, but the more I see the more questions I end up with and the BBC (or its article) isn’t giving me the goods. There was no mention of Canada or the US in it, was there?

It is time for plenty of people to wake up, I for one would send a wake up call (plus coffee) to Dr. Stefanie Tompkins of DARPA, perhaps they can find alternative options for these two metals? Not the weirdest idea and as the Pentagon needs these materials it seems to me that between lunch and diner DARPA might find an answer, these boffins are kinda clever so it is one way to go. What do you think?

Enjoy the middle of the week, its all uphill in anticipation to the weekend until Friday. 

 

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Escalation time

We see it, we ignore it and we shout issues of disbelieve. I am no different, I have ignored a few elements at times, even as the writing was on the wall (ceiling and floor too). I thought that politicians would wise up. I considered that the people would take the intelligent path, but a lot of them are not. As such I saw a wake up call. The call came from the Kashmir Observer giving us (at https://kashmirobserver.net/2023/07/29/the-burning-of-the-quran-represent-an-act-in-desperation/) ‘The Burning of the Quran Represents an Act in Desperation?’ It comes with a question mark, but I think that the question is a lot closer to the truth setting than anything I have seen so far. We are also given “West’s far right still live in their invincible, racial, never-ending civilisational supremacy.  However, the rise and fall of civilisations represents a universal fact. None of the dominant civilisations lasted forever. What is consistent in the fall of civilisations is arrogance and delusional belief of never-ending dominance, looking down in disdain at other people and values dear to them. The same arrogance that West demonstrated had been the feature of prior dominant civilisation that is Islamic golden age. That also saw barbarians among the other non-Muslim communities till savage barbarians in the form of Mongols descended on them from nowhere decimating Islam’s golden age, and palaces of tyranny, precious literature that had origin in Quran’s teachings.” I can get behind the sentiment, but there is an issue. I wonder if you can spot it. It is the use of ‘civilisation’. As we look at the settings of governments in the west, there is a claim of civilisation, but I feel that that semi tank left the building some time ago. I reckon that the setting was vacated with the departure of President Bill Clinton. He left the office with Wall Street in too much power and any setting that is greed driven will undo civilisation every single time. Civilisation does not compute to the bottom dollar and we have seen the impacts that followed. Now as the US is one step away from being a third world nation we are seeing the impact that christianity bends to the powerful players and in this case it was Wall Street. Ethicality went out the window and any secular power that enforces the bottom dollar gets to call shots and guess what, it opposes civilisation every single time. 

Then in comes Saudi Arabia, they were mostly quiet during the initial Quran burnings, but there would be a response and the Saudi Gazette (at https://saudigazette.com.sa/article/634563) gives us ‘Prince Faisal renews to his Swedish counterpart Saudi Arabia’s rejection for all attempts to offend Qur’an’, where we are given “Prince Faisal noted to Billström Saudi Arabia’s demand on taking immediate procedures to stop these extremist acts that are trying to undermine the holy books, and provoke the feelings of Muslims around the world.” An essential diplomatic step, but I personally fear it was not strong enough. I get that politically speaking as an Islamic nation Saudi Arabia is cautious on how to proceed, it makes sense, but the lack of actions and the strife of secular governments (in this case Nordic nations) make the lack of push an issue. You see, I wrote in several stories over the last few weeks that there is an issue with Freedom of speech versus discrimination, the burning of Islamic holy scriptures makes that a clear case. I am for freedom of speech, but not at the cost of accountability. That is the larger station. People think that freedom of speech is one anchor without any sides, but accountability gives weight to that freedom and that is what people forgot. To be honest at times I forget that too. Now my transgressions seem small and insignificant, but when you think of it, it matters to the value of freedom of speech and Sweden clearly forgot that part of the equation.

And in comes Iran. The funny part is that I tend to shy away from anything Iranian, yet in this case (at https://www.tasnimnews.com/en/news/2023/07/29/2932699/muslim-nations-urged-to-cut-ties-with-countries-allowing-quran-desecration) they might actually have a more important case to bring. It starts with ‘Muslim Nations Urged to Cut Ties with Countries Allowing Quran Desecration’, not only are they correct there is a larger truth here. This is a setting that should have been championed by Saudi Arabia or even the United Arab Emirates, but it is Iran that gives us “Over the past month, the Holy Quran has been subject to acts of sacrilege by extremist elements in separate incidents in Sweden and Denmark, where authorities gave a green light to the desecration.” I do not completely agree, but I can see how Muslims would see it that way and they have every right to be angry. The larger truth was not anti Islam, it was pro ‘Freedom of speech’ and when you see coins on any table, you merely see one side (the clever people see two sides) but both forget for an instance that there was another side to that coin and it is the side we do not see, we realise that it is there, we merely ignore it and accountability would have taken care of it, but our minds crossed out the other side. And now we have a problem and it is a large one. If the Islamic nations rekindle with the Iranian sentiment and not with the cautious approach that the KSA and the UAE hold we end up with quite the problem. 

Another view is seen (at https://www.worldreligionnews.com/religion-news/quran-burnings-prompt-u-n-human-rights-body-to-urge-increased-action-against-religious-hatred/) where we are given ‘Quran Burnings Prompt U.N. Human Rights Body to Urge Increased Action Against Religious Hatred’, this sounds nice, but it is a little too late for this.

More importantly too many newspapers and media shunned this setting and it is Al Jazeera that showed us two weeks ago (at https://www.aljazeera.com/news/2023/7/12/un-bodys-motion-on-quran-burning-how-did-your-country-vote) the part that matters. The people against this increased action on Islamaphobia include the UK, the EU, and the US. They revere their freedom of expression and are refusing to let accountability take a center seat. A stage that they are intent on pushing, a place where there is freedom of religion as long as it is under the direction of christian based elected aficionados. Sounds familiar?

And I think it is about to get a lot worse. Personally I think it is time for the Kingdom Holding Company to take a serious look at my IP as it pushes a lot more than accountability, it unifies muslims and that could open a lot more doors, especially as it pushes western media out of the way. The fact that I had to rely on an Iranian source all whilst the western media is setting a stage that is no longer reliable or accurate is cause for concern. And this is not really the end of it all, a mere 15 minutes ago we were given ‘Denmark to put legal limits on protests involving Quran burnings’ and the setting there is “Denmark’s government on Sunday released a statement saying that it would put legal limitations in order to stop the demonstrations involving the burning of the holy book Quran in certain circumstances, citing security concerns”. Really? How about the EU charter where we are given “Any discrimination based on any ground such as sex, race, colour, ethnic or social origin, genetic features, language, religion or belief, political or any other opinion, membership of a national minority, property, birth, disability, age or sexual orientation shall be prohibited.” The burning of a Quran is a clear act of discrimination, it is time for the EU to own up to that reality and act accordingly. The cornerstone of all this is accountability, I have stated this for 13 years and now that it all comes to pass the setting becomes an accelerator for a lot of things. I saw the power that one point eight billion people have, I saw the impact and how quickly the sands of opportunity will decimate for the EU and US if they do not wisen up and that is about to happen. The three new BRICS members is one, but if they push for a ban of Nordic products is merely the first step, it could mean a lot more bans that the middle east could push for in the near future. So what happens when over 400 million people in the Middle East decide to ban products from the EU? Don’t think it will not happen because Sweden and Denmark are merely the first steps. When Asia (India and China) steps up to replace items that enrages people there will be a sudden drain of revenues all over the EU (US too). 400,000,000 people needing a new alternative for products. So what happens when these places ban all Cadbury and Nestle items and Amul items take their place? What happens when Paneer (Indian cheese) replaces European cheeses. I bet the Dutch, Swedes, French and Italians will not be happy and that is merely two out of hundreds of examples. The Middle East has buying power and what happens when that is pointed in another direction? 

That is the larger setting that we need to be aware of. Do you really think that you can have freedom of expression without accountability? We are about to enter a phase of escalations and it does not bode well for the EU (or US for that matter). Feel free to disagree, but when the clock rings and you see how in August / September revenues are down all across the board the EU finds itself in a stage that is merely less than an inch for another recession, no matter how much it is labelled an economic downturn, because that is always how it starts, but this time around it could last well over a year pushing a massive amount of businesses out of circulation. Then what?

And it is just the start of the week, have fun.

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It only took three years

That was what pushed into view. I was about to write about something else, a movie idea I had. Yet several other messages came into view which pushed me to realign my focus. You see, I had the view just before CES2020 that Huawei was going to be a large player, much larger than anyone guessed. Even I had not thought that far ahead as certain plays by the STC (Saudi Telecom Company) were not in view yet. Now it becomes a much bigger play and two players (Huawei and STC) could reenforce each other, a setting that was not visible in 2019. So lets take a look.

Article One
The first article was brought to us by the Hindustan Times last year (the year of Soylent Green, another idea that I already wrote about but came to the top of my mind again last night). Here (at https://tech.hindustantimes.com/tech/news/huawei-launches-harmonyos-to-compete-with-google-s-android-71622644049707.html) we are given the idea that Huawei is pushing for a release to 200 million mobile phones. An achievable mark to say the least, the rest was bla bla but the notion was given. 

Article Two
Tech outlook gave us two days ago (at https://www.thetechoutlook.com/news/technology/os/harmony-os-4-0-to-debut-on-august-4-mate-60-5g-expected-to-debut-alongside/) ‘Harmony OS 4.0 to debut on August 4’ and that is the part certain people were all waiting for. The text “Apart from Harmony OS 4.0, the Chinese manufacturer is rumoured to announce the Huawei Mate 60 5G at the HDC 2023 event. As mentioned above, it will be the brand’s first 5G flagship phone after facing US sanctions. While the Mate 60 series is expected to be announced at HDC 2023, the company will hold a dedicated launch event for it in September or October this year.” You see the ‘US sanctions’ part reads nice, but the play doesn’t go there. STC and Huawei has as of the coming month a larger setting. This setting will include Egypt, BanglaDash and Indonesia. This gives them a lot more than the targeted 200 million phones and the moment STC enters the EU they will have the needed traction, the STC 5G network will have some serious ‘umph’ as the expression goes. More important, a network that stretches to that degree will push the US and EU out of a few areas, or at least make them suffer the loss of expected revenue by some analytics, they will tumble twice over. 

I’ll be honest, I saw the play, but not to this degree as the STC was not on my radar. I reckon that there was always a chance that Etisalat (UAE) would grow, but that is not in the cards at present. This is important as the needs of Saudi Arabia and the UAE are in the same direction, but they are not aligned. That difference is important and there is a chance that the STC will offer services that include the UAE. I reckon that the UAE might want to connect to Center3 and the STC for the additional business it will bring them, but that would be pure speculation on my side.

What does matter is that with the release of Harmony 4, on August 4th a new play opens up and it might go a long way to allow a digital setting to the MBC group to the settings they have in play at the moment. They will push the sports and news groups that are in the making with larger digital channels, just after they make their IPO offer (which Bloomberg mentioned only 3 weeks ago), now with the channels and digital groups in play it goes well beyond the shores we see at present and with Huawei at the mobile front, they can offer something larger than most have ever had and it will appeal to the hungry revenue entrepreneurs in Indonesia and BanglaDash. They will add hundreds of millions to their pool, hundreds of millions that haven’t ever had access to anything (of that nature). I reckon that by Q1 2024 the STC could have doubled in value and they were never a small player to begin with. Now add Egypt and you get a much larger population, mostly Muslim and all eager to be economic players. I reckon that BRICS had a few ideas on adding Saudi Arabia. And the US? Well they are still screaming middle east stability and requiring cheap oil in a play that is already outdated. And as we can clearly see, Saudi Arabia and China are getting along just fine, no EU or US required. That was a danger for some time and new we are about to see the fruition of these players. You still think the US was in Saudi Arabia for merely ‘stability’ reasons? Come to think of it Janet Yellen was in China recently, with these elements now in view was it really about what they say it was? 

This is in part speculation, it does not make it true, yet you have to wonder if I saw these events unfold, they did not? I might not have seen the impact of the STC and MBC groups in 2019, but these people (Jellen and Blinken) get a large 6 figure income more than me (Jellen gets a 7 figure income), you mean they were in the dark? Go cry me a river, please.

Huawei should have enough to get their target from Egypt, Indonesia and BanglaDash alone and they have close to half a dozen nations more on their mind (China being not the smallest one) and as expansions go, with the Huawei 5G network in play, the STC can grow a lot faster, allowing the MBC sports and news channels to reach a few additional nations. This alone will make people in the EU want to see what they are missing out of. I reckon that the advertisements alone will pay for this caper and then some. A stage that grew in under 4 years, as such the EU and US now have a problem. You see all these TV channels and media players are about to become obsolete to a much larger degree. They can shout MAGA and Karen’s all they like, the rest are able to switch the channel to something they would much rather watch and there it seems that the MBC Group has you covered. I personally wonder what Murdoch is worth by the end of 2024, because when the advertisers go away, he is just shouting arranged news to people who are not interested in listening, that part of the pool he soiled himself as I personally see it.

Enjoy the weekend, or as they say at MBC in Arabic “رحلة جديدة في الخدمات الرقمية”

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