Tag Archives: US

It was foretold

So as I went into a howling rage of laughter when Iranian foreign minister Javad Zarif told the world that ‘it will destroy any aggressor‘, I almost called +98 2139931 to ask Mahmoud Alavi whether it was allowed for the Foreign Minister to pronounce National governmental acts of suicide. In all this Iran had been the greatest aggressor of all.

His response was due to the events we see in the BC article (at https://www.bbc.com/news/world-middle-east-49781350), ‘Iran warns it will ‘Destroy aggressors’ after US troop announcement‘. Even Maj-Gen Hossein Salami said Iran was “ready for any scenario“, yet he too is mistaken, the issue is not merely the attacks on Saudi Oil (which finally has woken up the west to a larger degree), the idea that both the State of Israel as well as the Kingdom of Saudi Arabia is ready to take the battle to Tehran is not something Iran has foreseen, it would be a challenge to deal with either, dealing with both and optional support by American troops is something they have not seen coming. It is seen in other ways as well. Hezbollah Secretary General Sayyed Hasan Nasrallah has changed his tune, it is now all about “if Saudi and UAE stop their war on Yemen, they will not be in need of squandering more money to fund it and buying the costly defense systems against the drone attacks which, in turn, will inflict heavy losses upon both of them“, this person (read: tool) conveniently left out the part where Hezbollah members were part of the atrocities in Yemen themselves and we have not forgotten that, the forces will be overlooking whatever the state of Israel is about to give Hezbollah and its supporters, they can come cry and hide behind the UN skirt, but in the end, they created this mess themselves and now that Iran is pulling support more and more Hezbollah is suddenly in a place without the support they had 2 years ago, so Hezbollah is soon the crying child awaiting ammunition and whilst they await arrival crying for international help and offering talks, a game they have played for too long. I personally expect to see another flag for talks going up before the end of October, the sincerity of these talks are basically towards the timeline for fresh supplies and optionally until Iran backs them again with more. Yet the truth of the matter is that Iran is now engaging in a three pronged strategy that they cannot afford. Hezbollah, Houthi and Iranian attacks on Saudi interests is now striking back in almost every way, the Aramco hit made that possible. The spike was the rude wakeup call and even as the price has so far subsided by 1%, the engines of defence will require a lot of oil products soon enough, which could be another marker for increased fuel prices soon enough.

Yet it is the issue that we did not see that matters, it is the view on the precision of the attack that has intelligence analysts baffled to some degree. No matter how we slice the data, the numbers actually favour Iranian abilities, even as Iran remains in denial, the fact that this attack was more than merely successful leaves 5 players who could have done this: America, NATO, China, Russia and Iran.

It is perhaps the first time that Iran gets mentioned next to these other four on this scale. Iran cannot admit as this would be admitting to an act of war, yet this is centre stage in all this. I personally still believe that someone painted the targets, but beyond that, if that was not the case, it implies that an orchestrated drone missile attack is something that Iran has mastered to the degree that the other four have not shown ever. That is the baffling part, yet we know that the other 4 can do the same, yet that puts the Iranian drones on the same level as the General Atomics MQ-9 Reaper, which is a stretch on a few levels I might add, in addition, the drone operators that the US has are not to be underestimated, the fact that the attack was this successful grades Iranian pilots a scale higher than I ever have before. Let’s not forget, Iran is proud of its air force, and the fact that they delivered last week is rather unsettling. the truth is that there is no way that Houthi forces have anywhere near the skill, the materials and the setup to do this, that is what shows the Iranian forces to be the guilty ones and now they are calling the bluff of others to try and attack. I myself am all in favour to call out to them and merely ‘borrow’ a reaper to install free air-conditioning in that building using a GBU-12 Paveway II. Did you know that the GBU-12 Paveway II is awesome for immediate installation of air shafts and holes in buildings to facilitate for air conditioning? #JustSaying

A light situation?

Some people might think that I am making light of the situation, well, yes, but that has been the media for months, until Aramco was hit, over half a dozen attacks on Saudi Arabia, Saudi locations and its citizens was left unreported by the western media, only now, only when oil spikes, do we see action from those ignoring Iranian transgressions and acts of aggression, so in that, I am in full view of righteous when I laugh at the Iranian sentiment of ‘it will destroy any aggressor‘, as they have been the aggressor all along.

I agree with the BBC point of view giving us: “What seems clear is that this remains a game of brinkmanship, with all sides still hoping to be able to pull back from a direct military confrontation“, however on a personal note, I believe that it is too late for that, I believe that Iran will keep on playing this game for as long as they can wave the ‘nuclear deal’ carrot in front of the EU, delaying matters for as long as they can. I personally believe that it is a stage most overdue that a direct action against the Iranian military forces has become essential, they need to see direct and material damage in Iran (Tehran would be best) to show them that there is no more leeway for Iran. On other departments, I would happily offer my design to sink the Iranian fleet to SAMI, see if we can get it working, there is nothing like watching a minister of defence praising their new Sahand whilst it is appreciating the Horizon of Iran from the bottom of the Sea of Dammam (a reference to an earlier article), and to be honest, I want this design to work just so I can nose thumb DARPA, as stated before, I do have a sense of humour.

There is however another side, Iran is losing its ability to get things done soon enough (sooner would be better), even as their economic picture shifts, the Financial Tribune offered less than a day ago ‘Iran-EU Trade Tumbles 75%‘, whilst the quote “Iran exported €452.65 million worth of commodities to the European Union, indicating a 93.67% fall, and imported €2.55 billion in return to register a 52.13% year-on-year decline“, offers that Iran will have other setbacks in several fields, however the largest issue is not Iran, these numbers give out that Iran needs to focus all resources on Iran in a few fields, leaving nothing to Hezbollah and whatever they get now will be short term and would optionally deny them long term help. That is unless Iran finds a replacement supplier, it will have larger national resource problems soon enough.

There was more in the Arab News a few hours ago. As they give us ‘Only a united front will thwart Iran’s war games‘ (at https://www.arabnews.com/node/1557771), where we see: “Israeli sources continue to make it clear that they regard Iran’s proliferation of advanced missile technology to their allies in Lebanon, Syria and Iraq as a red line“, as well as “I largely believe Zarif when he says Iran doesn’t want war, but with one small addition — “on someone else’s terms.” If war comes, Iran would be happy to fight in a way that plays to its own strengths; asymmetrical, grey zone, widely dispersed, damaging to global energy flows, seeking to spread conflict uncontrollably and in particular dragging in Israel” and there we see the crux of the entire matter: ‘on someone else’s terms‘, when we take that away and make a direct statement against buildings and refineries, the hit and run tactics will no longer work and whilst Iran sets up for a massive defence the winds of support will be removed from the Houthi and Hezbollah sails to the largest degree, possibly completely removed for the long term. That was the largest need in Yemen for three years and now that this stage has arrived, actual progress will be possible in Yemen. The part here I do not agree with the writer Sir John Jenkins is the part where he gives us “We don’t have to play that game. But to impose our own, we need strategic patience, an enhanced defensive capacity against Iranian provocations, a much better communications strategy and, if necessary, a willingness to respond ourselves“, he makes a really good point and he does not shy away from ‘a willingness to respond‘. The problem I see is that the operative word is ‘willingness‘ and actual response is an essential part at present.

We cannot afford to let Iran keep on playing their hit and run guerrilla games whilst letting others take the credit/blame. this has worked for them as others need to set the stage of expenses, when a direct attack comes they lose the initiative and accept open war if needed, at that point Tehran will lose a lot more, infrastructure gone, essential needs cannot be met and international help would be their only option, allowing for the people to take a different position against their army and clergy control. there is the added need that their clergy has not seen actual losses for the longest of times and that keeps them in the delusional state that nothing bad can happen to Iran, that delusion needs to be popped like a balloon, and soon.

The issue is not merely Iran and Saudi Arabia, at some point someone (most likely Iran) will do something really stupid and get the UAE involved because of that, at that point there will be less chance of talks and less options for short term actions with a diplomatic solution at the end, it would turn into a long term event with no diplomatic options for the foreseeable future, that is a stage no one really wants, yet it would be an unavoidable danger for as long as Iran is playing the game it currently is.

Their guilt was foretold through evidence, their denial was a given by media inaction for the longest of times, now that the two meet, we see several options, but until any direct action is undertaken, I fear that the long and harsh theatre of war is the one we are in danger of staring at for now and that is a path we need to avoid, or as the American often state: ‘the best defence is a good offense‘, I would speculate that this is exactly what we need to do in this case, if only to wake Iran up to the notion that ‘on someone else’s terms‘ is no longer an acceptable strategy.

 

Advertisements

Leave a comment

Filed under Finance, Media, Military, Politics

Buying into USM Inc.

Forbes gave me the news that actually made me livid. I understand that it is done; I can to some degree even accept that it was done, but it angers me, it is beyond acceptable. It shows that we have aligned with a bully for far too long and if I had to try and be diplomatic (which I will not do) is that in this stage is that current President Donald Trump is the biggest piece of filthy shit in the history of mankind (with well over 5000 years of examples), his existence should be regarded on the same level as the essential extinction of the Neanderthal (and equally as long overdue).

Never before have we needed to be so ashamed of a nation (the United States) who through bullying and fear mongering set the stage of exploitation, gave rise to non-elected officials to exploit systems and demolish our way of life. For the first time in history the United States is the largest danger, larger than Russia in the cold war ever was.

Why?

The headline ‘Huawei CEO To Sell Entire 5G Technology Stack To American Companies In Shock Peace Offer To Trump‘ gives rise to a stage where the flaccid and useless technology sector in the Unites States have bullied others into handing over the IP they never worked for. Iteration and complacency got to score a victory like VHS replaced a superior Betamax through the application of mass marketing.

So when we get the quote: “In a shocking move, Zhengfei Ren, the CEO and founder of Huawei offered the ultimate olive branch to the Trump administration: Sell all of the Chinese telecommunications giant’s 5G technology to American companies. The surprising offer, which was reported earlier this week by New York Times columnist Thomas Friedman, would essentially allow the U.S. to finally get in the race for 5G supremacy which is now dominated by Chinese firms Huawei and ZTE, Ericsson of Sweden and Nokia from Finland“.

Should actually be phrased as “American companies that have been unable and became too incompetent to innovate mobile opportunities saw fit via the bullying of the current tenant at 1600 Pennsylvania Avenue NW in Washington, D.C. to bully innovators to hand over technology for mere cents on the dollar. Its approach and tactics that would give regard to consideration for Nazi Germany to be seen as a humanitarian organisation has created a state of uncertainty in all of us and has given view to the unacceptable acts from companies and their unwillingness to face up to their own stupidity, which has now forced Chinese to seek an unacceptable point of view, whilst at present the pharmaceutical industries in America are still willing to destroy what was once the cornerstone of innovation, that same tactic of iteration has shown to be the downfall of American Technology and as such America has become a nation that should no longer be regarded as the leader of the free world, but merely an existing vulture to strengthen and prolong exploitation“, I hope that I was clear here?

As such, I have no chance of my own IP, yet I can prolong the cloud of stupidity in America to hand over all my IP over to Huawei hoping that they will optionally reward me, America surely will not and when 400 million small business owners all show the Huawei sign their shopping window, I will feel satisfaction, even if it does not bring me any wealth in the end.

That part was made clear to me when I considered “Ren added that the American licensees will be able to sell their 5G equipment based on Huawei’s intellectual property anywhere in the world, except in China“, I might be able to give Chinese and Middle Eastern commerce a larger boost, giving a larger appearance on how insignificant and trivial American technology has truly become.

I wonder how the EU will be seen in 15 years when the media would start considering to give the actual events the true and correct exposure of what was; when the people realise what a mess the world become due to stupidity and unacceptable support to Wall Street through the American government administrations, when we see on how the ECB with a third stimulus is poisoning wells that were supposed to be protective, all whilst the gravy trains just keep on driving. To be honest, I have never been so ashamed to give any level of credibility to American interests in the near past. The events from the last 6 months alone give rise to the change of venue away from the US, away from the EU and on the condition of a large muzzle on the head of the ECB.

Part of me finds the rage within me uplifting, I have not been this angry for well over half a decade. The article (at https://www.forbes.com/sites/jeanbaptiste/2019/09/12/huawei-ceo-to-sell-entire-5g-technology-stack-to-american-companies-in-shock-peace-offer-to-trump) is short and to the point, and I wonder how that idiot with a bad haircut will degrade news into some form of tweeting victory (the one using @realDonaldTrump); even as we see that Huawei clearly won the European war against the American trade bully, we need to realise that ALL our IP is now in danger. If America can resort to this against a tech giant like Huawei, what will it do to anyone that gets in its way of not being pronounced bankrupt? When idiots of that calibre remain in denial of their national debt of well over $22 trillion, with no chance of resolving that debt, when it ignores the never ending exploitation by ‘Big Pharma’ and when Wall Street is not held to account on their actions, we are no longer free, we are merely pawns in a corporatocracy and America is actively dragging Japan and the EU with itself so it can present and delusional consider itself as remaining afloat.

Holy cow, I am so angry today!

you see, I was always of the mind that in this world, in this technology the most innovative one would win, and that it would be a harsh lesson for America to learn that iterative companies could merely exist, but would remain inferior below the true innovators, the fact that we see that this is no longer the case and we remain ruled by foul mouthed bullies is a reality that overwhelmed me to the largest degree. Even now earlier this week when Brad Smith, top lawyer to Microsoft hands out that the Trump Huawei ban made no sense, we now see the truth of the matter. It was merely mind over matter, China initially did not mind, because America did not matter anymore, how wrong we all are! We are being played by the bully and everyone dances (especially the politicians).

It merely gives rise to the fact that we have no freedom, we have no rights, and the rights are only there where corporations accept us to have any. Be honest, how many of you signed up for that? That is the real danger of a corporatocracy, in that stage your right to exist and your rights as a person are linked to how profitable and applicable you are in its workforce. You are either a consumer and an asset, or a liability and a burden (or was that the other way round), at that point there are no equal rights, when you stop being part of the gains spreadsheet of corporations your value becomes nil and that realisation will be scary soon enough. It goes beyond mere age discrimination, race discrimination or religious discrimination, it becomes populist acceptance, the consumer, the user and accepting and paying individual is in the populist group, the rest is not, it is an accelerated and extreme version of those who have and those who have not, those who ‘have not’ would be removed from life, support and consideration.

If we take a step back then I would agree that I was not happy that China had won the 5G fight, I preferred it to be European players like Nokia, yet I accepted it as I clearly saw 4 years of pure innovation by Huawei. Apple with it proclaimed innovation was merely iterative and yes Samsung did have innovations, yet Huawei won and technology leaped forward, to see the events that followed, instigated by a loser named America was just disgusting.

If I had one wish to be granted, then it is that every fear mongering journalist, politician, technologist and reporter who pushed for the fear mongering of ‘Huawei spy risk‘ would be engraved on a monument that showed how these people are too unacceptable to be allowed to exist in this world. I prefer them to be hung, but their actions are not illustrated in any Criminal law act, so that would be an illegal action, and I still believe in the law (for now). However, just like we hung every German in Nuremburg who had the default defence of ‘Befehl ist befehl‘ , we get to engrave the fear mongering and misrepresenting facilitators named on a monument (preferably in the form of a flaccid penis) with the consideration texts on a brass cock ring stating: ‘Most stupid person on the planet‘. People who will hide behind ‘I was misinformed‘, ‘I was led to believe‘ and: ‘this is what they told me‘. People like that should not be allowed to carry titles like ‘Journalist’ they should never again be allowed to be part of news publications and never be given the consideration of credibility ever again.

That part is also seen in Forbes when we see: “U.S. companies would be allowed to modify as they see fit the software code used to run any of Huawei’s 5G equipment or even change it and use their own. That way, they will be able to avoid any fears that the Chinese company might be able to access these licensed American made 5G telecommunications gears to spy for the Chinese government“, it gives Huawei additional consideration, especially as the entire Chinese government spy part was NEVER proven, or clear evidence was ever presented to that effect.

Wow, I am still angry!

It bleeds my heart that we (mainly politicians) gave in to America in unproven ways again. Just like there were no WMD’s, there was no Chinese government espionage evidence. This level of injustice and the way some players got here makes me sick to my stomach and there is actually no chance that this feeling will improve over the next day. Too many people will soon realise that they have been pushed into a state where we were treated to the presentation of the United States Manure corporation (USM Inc.), all sold via corporations and too many players were eager to deal this stuff to the populations at large like they were golden covered chocolate truffles.

 

Leave a comment

Filed under Finance, IT, Law, Media, Politics, Science

The die is cast

it started Yesterday (well, it started earlier), the Guardian gives us ‘British-Iranian relations strained as oil tanker is seen off Syria‘, with the by-line “Adrian Darya, previously called Grace 1, photographed near Russian navy facility“. the starting quote “Britain is seeking to establish whether Iran has sold oil to Syria in breach of written undertakings given by Tehran to authorities in Gibraltar“, we can go with the speculative ‘yes’ on that answer, but it is not a given at present. The quote “Since leaving Gibraltar the ship had taken a peripatetic route towards Syria, but was last photographed off the Russian navy port of Tartus in Syria. TankerTrackers, a firm that monitors oil tankers, has seen no evidence that its 2.1m barrels of oil have been discharged” is no guarantee that it is not happening, or that it will not happen.

The issue is not the oil, the issue is what Al Jazeera reports (at https://www.aljazeera.com/ajimpact/saudi-arabia-enrich-uranium-190909144444127.html), I tend to be in favour of ‘Saudi Arabia wants to enrich uranium but the US may not like that‘, I support the setting as the EU and the US no longer have any balls in dealing with Iran and Saudi Arabia has no choice but to be ready to deal with Iran. It is the consequences of inaction. We see the quote: “Saudi Arabia wants to enrich uranium for its nuclear power programme, the kingdom’s new energy minister said on Monday, potentially complicating talks with Washington about an atomic pact and the role United States companies might play in the arrangement.” We might think that this is the barricade that works, but you would be wrong, both Russia and China are chomping at the bits to deliver high technology power plants that can work with enriched Uranium, this is a billion per place and Saudi Arabia would need 4 straight off the bat. Two power plants to power the growing power needs of Neom City and One for Riyadh power needs and one for other power needs. Do you think that in this age where American and European abilities are downgraded time after time that both Russia and China do not stand a chance? The fact that in both the EU and US larger discrimination and anti-Saudi needs have been fuelled for almost two years, the Saudi government needs to find a solution that is best for Saudi Arabia, not a solution that makes them seem the nicest. That time has gone, that time was 2017, the actions of media since have shown that the anti-Saudi rhetoric is slightly too strong and the Saudi government knows that. In light of all information available, it is the Chinese government that has the strongest position of the three (when we include the US) giving them another benefit. The US has downplayed several parts and now that we see that the Chinese government is ready to step in, we also take notice of an earlier stage in October 2018 where the SCMP gave us ‘China may seek to boost ties with Saudi Arabia but it ‘can’t fill US arms sales gap’‘, I was never certain that it was ever completely true. I believe that China needed time to set things in motion, I also believe that in the gap between July 2018 and August 2019 they have been able to set that stage to a much larger degree and within a year that gap can completely be filled. One issue that was resolved was the Chengdu J-20, the Chinese answer to the F-35. the rumour is that the three weaknesses Canopy, fuselage and engines have been resolved, there was still some questions on the stealth coating, yet that would not prevent them from starting, there would merely be an upgrade of a delay in fulfilment of foreign orders.

With that larger issue out of the way, China is seemingly ready to hand out larger contracts, they might be in the running to aid Saudi Arabia in getting them on the road to keep the 50% promise of making SAMI products export ready, the question is which arms are the most viable ones at present. With the growing concerns and the fact that Saudi Arabia is ready to deliver gives a much larger concern that the US has been playing the wrong game for well over 2 years at present. Even now, less than a day ago, CNBC gave us ‘US wants energy dominance regardless of what happens to oil prices, deputy energy secretary says‘, a quote and a claim that is both flaccid and exaggerated. As such the quote: “The U.S. deputy energy secretary told CNBC Monday that America wants to achieve energy dominance regardless of what happens to oil prices” falls short on a few levels. It falls short not merely because of the additional “It just simply means that we are going to produce as much energy as we can, as cleanly as we can and as affordably as we can“, there is seemingly a line that goes from the US to all other nations, that is besides the issue that ‘clean‘ and ‘affordable‘ tend to be opposite in scope, clean power is not cheap and affordable power tends to be not clean. In there the balance is already out of whack when they want power creation dominance and if China is affirmative to the 4 nuclear power plants, the need for US power will fall to some degree, so the option of dominance goes out of the window. Not dealing with matters is what got the US in this stage, not dealing with Greece (via Wall Street), not dealing with Brexit (through arrogance), not dealing with Iran (through indecision) and not standing strong with their claimed ally (Saudi Arabia) has pushed them on a sliding scale of mind over matter. It is becoming more and more clear that nobody minds because the US no longer matters. As the EU and the US are downplaying the impact and chances of the next recession, or as the recession is used to create Brexit fear, we see a population that has had enough. That is the setting the US is facing and all the non-evidentiary stance on Jamal Khashoggi was not helping, that journalist’s missing cadaver has been milked for anti-Saudi media coverage for far too long.

In this stage, as we realise the factors we look at the stage where we see: ““We are proceeding with it cautiously … we are experimenting with two nuclear reactors,” Prince Abdulaziz bin Salman said, referring to a plan to issue a tender for the Gulf Arab state’s first two nuclear power reactors. Ultimately, the kingdom wanted to go ahead with the full cycle of the nuclear programme, including the production and enrichment of uranium for atomic fuel, bin Salman told an energy conference in Abu Dhabi.” and his royal highness has to, he has little choice, it is not only because of the power requirements of the kingdom, Iran is still a threat and that threat can only be countered by having equal solutions at the kingdom’s disposal and in all this, the total lack of actual actions against Iran by both the EU and the US do not help matters. In this, when we consider “The tender is expected in 2020, with US, Russian, South Korean, Chinese and French firms involved in preliminary talks about the multibillion-dollar project” we need to realise that the US and the EU nations now have a disadvantage to this tender. So whoever wins the multi-billion dollar tender, the losers are going to get confronted on how their tender fell flat due to inaction. It also made me wonder on some of the processes and I know that the World Nuclear Association is the best source.

So I had a look at some of the information, and the stage is set at: “Uranium-235 and U-238 are chemically identical, but differ in their physical properties, notably their mass. The nucleus of the U-235 atom contains 92 protons and 143 neutrons, giving an atomic mass of 235 units. The U-238 nucleus also has 92 protons but has 146 neutrons – three more than U-235 – and therefore has a mass of 238 units“. With the centrifuge principle of “The counter current flow set up by a thermal gradient enables enriched product to be drawn off axially, heavier molecules at one end and lighter ones at the other” and when you consider the image I wonder if it is the most efficient path. I wonder what happens, when we consider “heavier molecules at one end” it seems to me that the outer part (heavier molecules) when it is siphoned off, more uranium could be processed making the process faster. It was just a thought I was having, I remain in a creative stage. There is equally the option to see other solutions when we consider the Roman bath houses and 2 phase compressors. They did not get to their destination in one step, the compressor goes from zero to 5 atmosphere, the second stage takes 5 atmosphere and pushed it to 25 atmosphere, in the old days it was a lot more effective, even now we see the path where the centrifuge at its speed can do it in one go, yet consider a centrifuge park with 50% more units, yet creating enriched Uranium at twice the speed. I am not sure if it works, but I do know that we need to upgrade the technologies to make the Iranian technology obsolete, making the Iranians stop their intended steps, or being able to take the steps to end their actions altogether. People might not like that approach, but the stages we now see involving the Syrian delivery, the Houthi arms and drone supplies, it is clear that Iran has no peaceful intent in any direction. It is our responsibility to choose, either we support Saudi Arabia, or we move out of the Middle East altogether. Either way

This matters, because if we are to stop Iran, we need processes that are more advanced to give the clear signal that the actions of Iran should no longer be tolerated. There are two options in any war approaching disagreement, either you overwhelm them or make their solution obsolete. We have seen that advancing stronger gives the option for a peaceful edge and that should always be embraced, that is as long as you are willing to use that advantage effectively, the EU and US have shown that they are unwilling to do that. So another option is required. That path is seen in the Al Jazeera article with “Reuters has reported that progress on the discussions has been difficult because Saudi Arabia does not want to sign a deal that would rule out the possibility of enriching uranium or reprocessing spent fuel – both potential paths to creating a nuclear bomb“, whilst the intent might sound noble, it isn’t. This solution will not work because no one has a handle on Iran and no one is willing to deal with Iran and that is where the problem lies. As long as Iran is around the problem remains that much has been shown several times in several direction, only the arrogant and delusional political players in the EU and the US are still of the mind that a nice solution can be found, the problem is that Iran has been most effective in tailoring to those ego’s and it is time to give light to those tools and find a way to stop Iran, we have to because their willingness to transgress on nuclear limits has now been shown three times over. That is seen as the New York Post gives us less than a day ago: “The United Nations’ nuclear watchdog confirmed Monday that Iran has installed advanced centrifuges and is moving toward enriching uranium levels — another violation of the 2015 nuclear deal brokered by world powers”. I believe that the best solution now is to make sure that Saudi Arabia gets to the Iranian destination faster, or we allow an open war with Iran, what would you chose? I believe that war is a last resort, yet I am willing to go there if needed, which makes me a better and more ample decider than either the EU or the US, indecision is the only agenda point they procrastinate on, a stage that is too dangerous for anyone at present.

 

Leave a comment

Filed under IT, Military, Politics, Science

Focal points

I am in a slightly darker stage, I got there myself and I will get myself from it as well. The first issue is the United Nations,

The Yemeni Jam

I never considered that I would one day be ashamed of the existence of the United Nations. The article (at https://www.theguardian.com/world/2019/sep/05/australia-may-be-complicit-in-war-crimes-if-it-supports-saudi-led-coalition-in-yemen-un) gives us: “a Saudi-led coalition that has starved civilians, bombed hospitals and blocked humanitarian aid as tactics of war, may be complicit in war crimes“, I will not go any deeper into it, as I reported on this in my article: ‘Unemployed or UN employed?‘, (at https://lawlordtobe.com/2019/09/04/unemployed-or-un-employed/), so doing that again is just doubling up (there is more in the article as well). The media has not released that report yet and I will dig into that one deep the moment I can. Part of this problem was given to the people by the Human Rights Watch in an article giving us: “The May 2019 report of an independent investigation by a Guatemalan diplomat, Gert Rosenthal, raised serious concerns about the UN’s handling of the human rights crisis in Myanmar. The secretary-general should promptly carry out reforms to prevent what the report called the recurrence of the “systematic” failures and “obvious dysfunctional performance” and to ensure individual accountability for those failures“, the problem is larger, even as the articles are all about showing just how exposed the allies of Saudi Arabia are, the word ‘Iran’ is only seen twice in the entire article. There are a multitude of acts that Iran is involved in and they do not reach the media to the largest extent, the unmentioned actions by Hezbollah in Yemen are cause for further worry in all this. Even as we get ‘The UN leadership has taken an important step to learn from its failures in Myanmar‘, we see only a part; the failure of the UN is seen all over the Middle East. Yemen, Syria, Jordan are only three of the places where UN actions fall short, or better stated they fall far too short.

Let’s also see the larger issue, the UN needs more resources and it needs the ability to act, both are presently in short supply. It is important to see that the entire matter is larger than presented, there are more issues. This does not absolve the connected parties, but the accusations become one-sided. There was enough doubt on some of the accusations against Saudi Arabia, but not all accusations are without merit, they need to be looked into, yet in that same setting there is an abundance of issues on the opposing sides to the Saudi coalition, less than 10 hours ago houthi forces fired a ballistic missile into Saudi Arabia, it never got that far and crashed in the al-Safraa region, as well as in Saada (both Yemeni), yet that is a part that does not make the news, in addition, the established fact that houthi forces have no options to create the ballistic missiles imply that Iran is still delivering them and a lot of that had not been mentioned by the media, and as such I want to get my fingers on that UN Report (especially after seeing that essay from Agnès Callamard).

The Conveyance of GGGGG

We see that the US s still playing its trade war game and it found a new tool. That tool is named Poland. Now, let’s be fair, any nation can use whomever or whatever they desire, need or demand to get their business done and there is nothing out there that Huawei is the only player, because they are not.

So why did I call them a tool?

That part is seen in a news article that gives us: “It was signed by U.S. Vice President Mike Pence, who’s visiting Warsaw for a ceremony commemorating the 80th anniversary of World War II, and Poland’s Prime Minister Mateusz Morawiecki. “We believe that all countries must ensure that only trusted and reliable suppliers participate in our networks to protect them from unauthorized access or interference,” according to the declaration, which doesn’t single out China or any companies“, you do not send the Vice President to Poland to implement a 5G solution, you do not send that man to introduce new technology; this was done. The article is all about implied and accusation towards Huawei on “prevent the Chinese Communist Party from using subsidiaries like Huawei to gather intelligence“, which still has not been proven after a few years and the one issue from 2011 was settled and adjusted for. In addition to all this, Mike Pence comes across as an absolute hypocrite when we see “using subsidiaries like Huawei to gather intelligence“, whilst places like Facebook have been spreading data like a prostitute with an STD to anyone willing to listen and store data (Cambridge Analytics anyone?)

The issue becomes even more hilarious when we consider the source FierceWireless. There we get ““Polish counterintelligence have detected certain actions, which might have been an espionage nature”“, a quote given by Poland’s president Andrej Duda, Apart from Polish counterintelligence being too stupid, I meant untrained to shut down the FSB/entrepreneur silver acquirers in Gdynia being one example and those individuals have been active since before 2002. I am basically stating the speculative situation where Polish intelligence could not find a clue unless it was spoon-fed and is it my speculative view that Mike Pence fed the Polish president some CIA reports of a highly dubious nature. so whilst we see the operative ‘which might have been‘, there is a 87.332% likelihood (roughly) that Polish Intelligence can too often not differentiate between FSB, Chinese MSS, Polish Students and Russian Entrepreneurs (Russian Mafia is such an overused term). I have to admit that I have not bothered to look into Polish abilities after 2003, yet in those days SIGINT in Warsaw really did not add up to anywhere near the needed level they needed to be.

The problem for the US is not that they have 5G equipment; the issue is that it is too inferior at present. It is the price of iterative technology versus innovative technology (a fact I highlighted on numerous occasions) and Huawei has been the innovator for several years now. In this setting we see the accusations of US being nothing but a bully going up against a tech giant that has at present shipped over 200,000 base stations and the delay that some governments are creating (because they know not what they do) will hinder them as per 2021 a lot more than they realise. There is now an additional shift happening. There are early indicators that the Huawei offices in Saudi Arabia have been part of a larger group that are making progress on getting Pakistan on 5G using Huawei, even as the sources are unconfirmed (read: not super reliable), the stage that India now has it that the 3 year delay because of the Huawei issues would give them additional set-backs as well. Not to mention that certain new 5G IP that is openly for sale will also foster additional speed for Huawei in other ways. Huawei now has the created stage to directly instigate advancements to a global community of over 400 million small businesses whilst these players all get to have a larger stage on their own creation of awareness, visibility and marketing. That power directly to the business will leapfrog business in places like India faster and faster (the largest beneficiary when they get it), when that door opens places like IBM and Google will see a loss of revenue growth and a dip in their data soon thereafter, with the Princeton Digital Group (PDG) now in the stage of building their data centres in China and Singapore, more options will open up outside of the US, more important the connections that the joint venture has created with 21Vianet will change a lot more heads in the coming year. I doubt that the centre will be ready before the end of 2020, but there are larger clusters now being made ready outside of the US and Huawei will benefit a lot more than anyone else at present. In addition to that the Colocation Saudi Arabia Data Centres (19) as well as the Google Data Centre (upcoming) changes the cloud even further, with the US losing the monopoly it once had we see a shift and the consideration that data becomes a currency. That seems outlandish, but it is not, it is merely the next step and 5G is essential to that part of the racetrack, a racetrack that the US tried to grease, making it a slippery place to be and the consumer market is waking up to that danger. These elements are visible out there via a whole range of openly visible sources and published agreements.

In the end the conveyance of 5G is starting to get an additional pool of players that are openly out there growing business ventures and those ventures are not in the US. That what the US feared the most is now slowly becoming reality.

The larger concern is not merely these focal points, it is how they take resources away from places where focus needs to be, the actual and proven transgressions by Iran, even as it is removing more and more limits on their nuclear programme, we see Forbes giving us the part that matters to the US, or better to US corporations. the headline ‘War With Iran Would Be Disastrous And Enormously Costly‘ is true on both sides and even as Secretary of State Mike Pompeo and  National Security Advisor John Bolton are all for military actions (to some degree), we need to see two parts. The first is that corporations want a peaceful settlement and the media is not mentioning large issues with Iran on several levels, the second is that with a debt of well over $22 trillion ($22,500,000,000,000,000) there is no money for a costly war. The US is playing the paper tiger and the slowdown that they are creating in the US-China trade war is having a much larger issue, so the US is depending on tools to do the work for them and even as Poland is on their side, Greece is ready to embrace Huawei with 5G because of the economic momentum they gain. These are merely two of a much larger pool of issues, basically the US needs to fight a war on two fronts (China and Iran) whilst they are out of money, options and technology, a setting that seemingly implies a war but without soldiers and without weapons. It is funny, but this reminds me of a Star Trek episode from 1967 called A Taste of Armageddon.

There the two players have decided on a virtual war to keep their cultural heritage safe. The problem is that both need to agree on the rules, so we see in the translated reality a UN SC versus UNIFIL setting. The United States Security Council intervenes when two parties agree (MFO), the United Nations intervene when two parties disagree (UNIFIL). I personally was in the first force in 1982 (Sinai). In this game we see the US trying to play a virtual game, whilst the evidence is not there, so they rely on tools. In addition this virtual game is not played because China and Iran both disagree on matters and the US cannot afford to send troops and wage a super expensive war.

All elements come to blow in the two given focal points, so until the other players are willing to deal with Iran, there will be no action leaving the pressure on Saudi Arabia, the UAE with Yemen in the middle. Until the US gives actual and factual evidence the 5G stage is moving towards China (Huawei) more and more and all those who support the US will see a slowdown on their future economies and it making more governments reconsidering the Huawei solution. It is optionally seen as a war on two fronts (US vs Iran and China) as well as two dimensions (economy and technology) whilst at present it is almost a given that the US will lose both of them.

The second part was given by the South China Morning Post in July when they reported ‘Nearly 60 per cent of Huawei’s 50 5G contracts are from Europe‘, 28 out of 50 chose Huawei. All in all there is a tactical problem in the US and it is getting worse, the moment that they act against Iran too late is the day that whomever is in the Oval office will have to publicly admit that they would decide to signing an economic trade agreement with Iran. I wonder how Israel and Saudi Arabia will react that day, because it will redefine a lot of global lines that day.

 

Leave a comment

Filed under Finance, IT, Media, Military, Politics, Science

From trade war to losses

Huawei remains in the news on an international level. Australia gives us ‘Huawei sheds 100 Australian jobs in the face of 5G ban‘ (ZDNet), ‘Huawei Australia says over half of jobs at threat due to 5G ban‘ (ITnews), and ‘Greece opens up to Huawei’s 5G ambitions‘ (ZDNet). For the most there is some level of balance that is going on. We see messages of reprieve given to the US on Huawei, yet the clear part is that there is no way around Huawei. Just like the 80’s when there was no way around IBM. I still remember those arrogant sales people. Whenever they could not answer a question with any clarity (which was more often than I was ever comfortable with), the response became: ‘Sir, we are IBM‘.

It is not limited to one company, CNN reports (at https://edition.cnn.com/2019/08/23/business/china-tariffs-trade-war/index.html) “The US-China trade war ratcheted up yet again on Friday, with Beijing unveiling a new round of retaliatory tariffs on about $75 billion worth of US goods“, this round will hit “25% for vehicles or 5% on parts, and would take effect on December 15th. The new tariffs will target 5,078 products, including soybeans, coffee, whiskey, seafood and crude oil“, this war was a bad idea for America the moment they started it. Yes, there is an impact on China and there is an impact on Huawei. Yet the world cannot go around Huawei. The non-Chinese players were complacent for well over half a decade and the invoice is due, it is an invoice that a bankrupt America cannot afford at present. Moreover, the stage is now sliding away from the American market more and more. As Europe is seeking Huawei to instigate growth, America grows lag time losing momentum more and more. In Europe the issue is larger because it is not one EU; we are looking at 27 member states. The UK with BT gives us: “The investment bank also noted that the Conservatives have outlined an ambition for the roll out of super-fast fibre broadband across the whole of the UK by 2025 but it is not clear how it will be funded or what the returns will be for BT“, a technology years out of date, too much delays, politicising and now BT, a company that was once regarded as a company at the height of technology (some might remember the 80’s advertisement with Tom Baker, the 4th Doctor Who showing us a piece of fibre optics, transmitting the entire bible in one second), the message of advanced progress was clear. Yet in 2018 we see other messages ‘Why most of the UK doesn’t have True Fibre Optic Broadband‘, the setting is a disappointing one and there is a really nice explanation (at https://www.youtube.com/watch?v=DDp9-tSYpU0). The Dutch have KPN, an advantage here is that they managed to put 30% of the British population on 14% of the UK, so they have less distance issues. So even as Reuters gave us last April “Dutch telecom firm Royal KPN NV said on Friday it would select a Western supplier to build its core 5G mobile“, they will be digging a large hole for themselves. No matter who gets chosen, they all lag to a much larger degree the abilities that Huawei offers and that impact will only increase over time.

To see this we need to take you to a little math equation. An innovative technology gives you 10 years. Huawei has at present two innovations and three iterations lined up, which gives them 26 years (iterations gives one a mere 2 year advantage), which almost aligns as reengineering catches up three years annually. This gives us the number that others need to catch up to Huawei, who could in 2020 be technologically already at 2047. At present none of them have any TRUE innovations. As such the iterators will truly catch up in 2028 whilst that stage will be met in 2020 by Huawei. This is the largest danger for all the other players. In 2028 the 5G market will settle and they are all still catching up whilst Huawei rules the 5G on a global scale.

The math was important, because it also meant that I have until 2023 to sell my IP, at that point iterators will have found part of my IP and they can equal it to me by 2025. The math was everything and the math is not looking good for America or Europe. Those who embrace Huawei to some degree will get a much larger advantage. My IP was about pushing momentum and if that goes as I hope, the others will face a much larger setback, in all this a much larger part of cybersecurity will not work, or will merely delay the commerce. When was the last time you saw commerce seeking safety over revenue?

The fact that the Guardian gives us: ‘Apple warns new credit card users over risks of it touching wallets and pockets‘ (at https://www.theguardian.com/technology/2019/aug/22/apple-card-wallet-pocket-warning) gives a much larger issue. Even as we laugh on: ““Apple Card completely rethinks everything about the credit card. It represents all the things Apple stands for. Like simplicity, transparency, and privacy,” as the company said when the card was launched. Just don’t put it in your pocket.

So when was the last time you went on vacation and you had to take care of all that for a mere Credit Card? What happens when there is damage to the card whilst on a business trip? Oh, and more interesting, what Forbes told us (at https://www.forbes.com/sites/daveywinder/2019/08/10/apples-iphone-faceid-hacked-in-less-than-120-seconds/#1c136a2421bc) with the title ‘Apple’s iPhone FaceID Hacked In Less Than 120 Seconds‘, it is the issue of greed versus Common Cyber Sense and CCS never gets to win, greed dies!

That will show in 5G within the first year and as such there is a lot less taken care of, and it was exactly why I am rubbing my hands, the more desperate they become, the more valued my IP becomes and in the end, my IP pushes commerce and safety in the same IP line. As an android solution I get to thumb my nose against Apple and iOS, it is too iterative to consider. I hope that Google wakes up, so far Huawei might be the only tender and that is just fine by me.

How do these relate?

The pressures that we saw when thatcher decided to stop Fibre, as she saw that BT got an unfair advantage (which is fair enough) too many players try to get part of the cookie for their minimalist services and it directly relates to the US. Their stage of Status Quo as dictated by Wall Street has stopped innovation. The boat that was not rocked was giving Wall Street the managed expected returns they vowed to get. Yet the other side is also a given. We see this as the senior people stayed where they were, stopping innovation too often because they were scared to make the jump, it is the principle that gave Google the growth they had, yet the linked headline (to the smallest degree mind you) ‘Americans Owe $1.6 Trillion In Student Debt – What Will It Take To Solve This Crisis?‘ close to an entire generation was topped to innovate, I grant you that not all are innovators, but the entire innovation cycle was missed. As such highly educated people got menial jobs and went in other directions, a decent amount of them disillusioned. There is a part that gives the concern of affordable higher education, yet there is also the path that those educated and ready were stopped their innovation; each of them stopping 3-7 fellow students to tag along in that innovation path. It is what I call, a non-proven given. It is hard to set a number to this and there are of course other elements (like the economic crash) all set through and connected to the actions of a few on Wall Street, that much we all agree on and whilst that path was set to non-motion, innovation was lost in almost a dozen industries, IT and telecommunication being the most visible ones. Patents are the most visible marker here, but not the only one. That part is making the US scared, not nervous but scared. Over the next 5 years 43 drugs will become generic, the patents expire, 28 of them this year. the world looks at the pharmaceutical patents because of the aging population, yet technology patents expire too and all of those not linked to renewed innovation patents will be collapsing, consider all that was patented from 1985 and 1999, all coming to a close some were just forgotten and not renewed because the technology was surpassed, yet there we forget that original ideas can be reengineered solutions, all up for patenting and that market is well over $100 billion. One consideration is shown (at https://www.dnj.com/story/news/2019/08/22/rutherford-county-jail-hit-lawsuit-over-patent-infringement-stealing-technology-smart-communications/2064500001/) where we get: “Smart Communications accused them infringing upon their patented technology that transformed written mail into an electronic version sent directly to inmates“, I merely wonder how we see that setting when we look at players like Perceptive software, Readsoft and a few other players. Readsoft became part of Lexmark and then Lexmark, the printing and Software Company, agreed Wednesday to be sold to a consortium led by Apex Technology of China and PAG Asia Capital, a private equity firm. Consider the placement of digital transfer, on an international level in the hands of a Chinese consortium. The NY Times took notice (at https://www.nytimes.com/2016/04/21/business/dealbook/lexmark-apex-pag-asia.html), for the most no one else did. They had no grasp of the power that the innovations were that Readsoft had. I worked with the materials; it was next gen software in 2003. Now consider that we think digital almost every moment nowadays, but there are decades of legacy materials out there and not everyone has the budget of the America alphabet group. In 5G that material needs to be digital or it will be lost. All these patents give advantage to the owner and stop others, having to re-engineer their idea again and again, that is direct currency and China has a much larger truckload of them with a later end date, even as Huawei is all innovation, they still need their patents and whatever innovation they launch next, they will need to have the patent in place. It stops all the other making the case that their advantage grows as the others forgot to get a workforce that is innovative in nature (Google is excluded from those losers). The innovator drivers are gaining momentum and over the next three years their advantage gets to grow.

That was always the advantage the innovators have and the iterators are starting to feel the pain. IBM, Microsoft and Apple might market their ‘innovation’ yet marketing it doesn’t make it actual innovation. Perhaps you remember the Verge last March giving us ‘Study confirms AT&T’s fake 5G E network is no faster than Verizon, T-Mobile or Sprint 4G‘, marketing versus reality is often disappointing and the iterative technology firms are finding out the hard way that there is no such thing as marketing the reality of shareholders expectations.

We see that part ibn another field as Microsoft Phil Spencer gets to be quoted: “There’s only one new Xbox coming in 2020: ‘We are not working on a streaming-only console,’ says Xbox chief“, yet the end of the article gives us: “given the iterative nature of game consoles and the history of the business, we wouldn’t be surprised to see new versions of Project Scarlett in the coming years – it just sounds like we’ll only see one in 2020“, that is where Business Insider made the massive flaw one week ago. It is a flaw because if that was actually true the Nintendo Switch would exist, iteration would never have led to the Nintendo Switch, and not only is it beating all the records, it is also reducing the Microsoft Xbox One to the number three console. Projections are that Nintendo Switch will get to 50 million consoles sold before the end of the tax year, a lofty promise, yet that too shows the impact of innovation. In 2 years it equaled what Microsoft calls the most powerful console in the world and it took Microsoft 6 years to get there. Clearly power is not all it is cracked up to be. In addition, for the first time in history Sony is worried about how far Nintendo can get. Nintendo never wavered, they never lost their core groups, they merely added to them.

Innovation does that and innovation will push 5G in the same way, it seems that Huawei with its innovation has support all over the world on the impact of innovation and the funny part is that IBM and Microsoft used to be actually innovative, they merely forgot the sweetness of innovation victory, which is sad really. I gave mention to the Wall Street part in the Status Quo, yet they are not the only ones in that game and those who embraced that game held technology and innovation back to a much larger degree than you realise and that loss of momentum is a much larger issue in this trade war than anyone has considered.

 

Leave a comment

Filed under Finance, IT, Media, Politics, Science

The slammer got slammed

There is nothing so rewarding as the moment you realise that you get to slam the door on those slamming the door on you. It is an innate feeling that is in the core of all of us. It is more powerful than getting the drop on your boss or CEO with an overwhelming amount of narcissism and the overbearing feeling towards the need of being some dominant / dominatrix figure (at that point they become merely a figurine).

I made several references over the course of 2018 that this was coming, the stronger one in May 2018 (at https://lawlordtobe.com/2018/05/05/milestones/) where I made the reference: “the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting“. The article ‘Milestones‘ has more, it also has references to the AfD (Alternative for Germany), and even as we see in the Financial Times (at https://www.ft.com/content/d695fff8-b838-11e9-96bd-8e884d3ea203) “It is a happy hunting-ground for the AfD: if polls are accurate, it could emerge as the most popular party in regional elections on September 1, even beating the left-of-centre Social Democrats which have governed this corner of East Germany since reunification in 1990. Two other eastern regions, Saxony and Thuringia, are also choosing new parliaments this autumn and, as in Brandenburg, the AfD is set to make big gains. That is a major problem for the eastern political elite“, I believe that this powerful eastern political elite is part of causing the headline ‘Germany: AfD surge threatened by party disunity‘, they are that scared at present. The gains cannot be stopped not to the degree some elitists are vouching for; the best that they can hope for is derailing them from becoming the majority, which is actually a political war that is allowed. The question becomes will it work?

We are 2-3 weeks away from finding out.

CNN gave us less than 2 days ago: ‘5 of the world’s biggest economies are at risk of recession‘ (at https://edition.cnn.com/2019/08/14/economy/recession-risk-economies/index.html), it is a huge part because the impact matters. Under Mario Draghi and his bond buying program, there are no reserves left, so the impact towards recession is about to get real. The shift in quality of life makes the consumer spending tactic an instant non option.

Yet, it all comes down to the Washington Post who (at https://www.washingtonpost.com/business/2019/08/14/stocks-tank-another-recession-warning-surfaces) gives us: ‘Stocks losses deepen as a key recession warning surfaces‘. It is here that we get: “after a reliable predictor of looming recessions flashed for the first time since the run-up to the 2008 financial crisis. The Dow Jones industrial average fell 800 points, or about 3 percent, and has lost close to 7 percent over the past three weeks. Two of the world’s largest economies, Germany and the United Kingdom, appear to be contracting even as the latter forges ahead with plans to leave the European Union. Growth also has slowed in China, which is in a bitter trade feud with the United States. Meanwhile, Argentina’s stock market fell nearly 50 percent earlier this week after its incumbent president was defeated by a left-wing opponent“. First of all, ‘reliable predictor‘ is not the term I would use, the dangers were clear for well over a year, it was the wrong stage of a trade war, with the Huawei 5G setting that pushed the inevitable date forward by a lot. The entire Huawei stage was a stage of stupidity, and a more dangerous post-recession part than anyone was willing to consider. We might find clarity in the footnote: “But with so many losing confidence in the near-term prospects of the economy and rushing to buy longer-term bonds, the U.S. government now is paying more to attract buyers to its 2-year bond than its 10-year note“, is looking in the wrong direction. It is merely a small symptom at present and direct consequence on risk and not the one that bites. The US is losing its footing on the global mobile market faster and faster. And even as we accept the ‘marketing’ that Huawei gives via Cnet towards 6G, the direct truth is outstanding for a longer time. It links to my own IP that is currently available to Huawei and I want my share of that market, I believe that my part after the fact will be enough to truly make me independent on several fronts. One party found my claim a $ billion market through the investment on $25m post taxation too good to be true, but it is the second wave that takes care of my needs and you gotta give a little to get a little. It is was the ‘denied’ parts of Credit Agricole and the Paris games of 2024 that gave me the final straw I needed to see that I was right all along. In all this verification that I was correct was always the biggest issue for me to deal with, and the recession is making those big business daddies of greed close to desperate, giving me a small push forward. Those people are not willing to walk away from a one billion market at the investment of 2.5%, no bank has ever offered those margins and with the Credit Agricole parts exposed to the smallest extent, I know it will work. It is there that I saw that the IP I designed was never considered by either Google or Huawei, all set to iterative paths to innovation, and the economy shows that nearly all of the other players were looking at the next quarter, whilst the quarter+3 was the game changer. The Olympics gave the option to look at inverted innovation and make it a new innovation, Paris was not the first, but certainly the clearest indicator and whilst we see through Channel News “Huawei Technologies has joined 564 other entities in the Paris Call“, the message is not that there are 565 players, it is that they are all looking in a similar direction whilst the none excavated the gold mine that was right behind them, a first lesson that the classics can inspire towards a new direction. Now that I see their direction I found two other fields that had not been considered to the degree it needed. Saudi Arabia is giving us Neom City, but there is a lack in one direction and now that this can be exploited we see even more options. You only had to be willing to get your hands dirty in the most literal of ways. And all this is pushed even more through the impact of the European economy. A French invention gets a new life after almost 2 centuries and we can see that there is more to be found.

Sergey Brin on Sat. morning

It is what else Harmony OS can do that will push the benefits away from the US and it will hurt Google to the smallest degree (almost inevitable), Google is just too big, but now that the equation changes, it is Google who will be chasing Huawei, so well done Trump dude, you merely made everything worse for America and I will sell to the quickest bidder and the 2.5% approach gives me the edge; the two known entities Ren Zhengfei and Papa Smurf Sergey Brin can make the investment from the small change they have in their pockets and the bait would be just too appealing for them.

Al this was confirmed and accentuated through the US Senate with: “In February, the US Senate Commerce Committee held a hearing titled “Winning the Race to 5G and the Era of Technology Innovation in the United States”, to discuss what policies are required to accelerate the deployment of 5G to keep America “competitive on the international stage”” and whilst we accept the American point of view, they forgot about two elements in the 5G field and the upper echelons of decision makers showed at that point that they were working in a dimmed room without lights, giving additional evidence that they never saw the writing on the wall and now I get to make a new voice and whilst I only am willing to trust Google or Huawei in all this, there can only be one winner and the others are merely a chaser at best, it is the price of iteration over innovation. Even as Microsoft and IBM are in denial of what they are about to lose, they do know and accept their choice. Microsoft is banking on Azure and there the hindrance of Harmony will cause a void, they were ready for Android, yet HarmonyOS is another matter and China is seeing that as another opportunity. It is there where we see the talks of Huawei with the Shanghai Blue Cloud Technology taking an additional turn, and how many players in the Paris games are banking on Azure? How many lose out when they are not ready for the 5G version 2 under HarmonyOS, it will work with Android and Azure, but suddenly we will see some accidental 10% gap (latency) and that is how the game was played and all this before my elements come into play, and they will!

The big business slammers all relying on PowerPoint presentation they are given the elements and when we see the 2023 acceleration and people cannot answer the differences because they never considered looking behind them as well as looking at the corners of their eyes, the blind corners they ignored; now they no longer have one blind spot, they suddenly have three and we get all kinds of concept promises in presentation form, all whilst the data was never that unclear from the very beginning. An issue they claimed that it was being looked at.

So here I am, having to take their shit with the option to sit at the sidelines watching them fight over options because they anticipated without comprehension, sometimes the universe gets to be nice and smile at those having to take their shit. A direct zero day exploit of the applied intent of narcissism on how good a presentation looks, whilst their data never clearly supported it.

My case of exceeding expectations towards customer satisfaction trumped some short sighted ‘Ca$h is king‘ setting, because it works at the grocer, but that part has no bearing when their minimum needs exceed he budget of 80%, it was a simple equation from the very beginning. So when we are now considering the new ‘truth’ where the Washington Post gives us less than an hour ago: ‘Weak global growth likely to mean US slowdown, not recession‘, we merely see wishful thinking in the quote “Yet most analysts expect the U.S. economy to power through the rough patch, at least in the coming months, on the strength of solid consumer spending and a resilient job market. The U.S. stock market plummeted earlier this week when the bond market, spooked by the global turmoil, sent a possible early warning sign of a recession ahead: The yield on the benchmark 10-year Treasury note slipped briefly below 2-year Treasury yields“, the article (at https://www.washingtonpost.com/business/weak-global-growth-likely-to-mean-us-slowdown-not-recession/2019/08/15/1cb8d81a-bfba-11e9-a8b0-7ed8a0d5dc5d_story.html),all whilst we see the clarity of next quarter believes linked to the next Thanksgiving and Christmas, all whilst it is Q2 2020 that makes the tequila slammer which gives the drinker the sledgehammer headache stated it was one that they never saw coming. The entire trade war is taking a new turn and when the people realise on all that the US is missing out on and therefor anyone taking that path will also learn that there is a long term price to pay and it is the markets that Google and Huawei are now staging for that brings the next stage. China has too much to gain, whilst Google will try to retain losses that they will optionally get (reduced growth is clearly a loss). Even as the impact for Google is small, losing one percent is still big news and there one percent adds to a billion plus, whilst their risk to hedge will cost them a mere 1.8% of the optional loss, it is a non-issue.

Guarantee?

There is none, but the option of a new 2% market is worth so much more than that, and it is not open to the iterative industries, innovators only, because it will be about the momentum and there is too much to gain. Consider what the 565 are looking at, whilst I focused on the group that represents up to 445,000,000 SME companies in a new 5G setting. The Olympics are merely the icing on the cake. 2020 Tokyo opens the doors more clearly but the impact is abundantly seen in Qatar 20222 and Paris 2024. And at present I see that they never looked in the places where they could be, merely where they want to be.

In the end it is one of Warren Buffett’s quotes that got me there: “the great moves are usually greeted by yawns“, thanks Warren; you were absolutely right on that part!

 

Leave a comment

Filed under Finance, Media, Politics, Science

Waking up 2 years late

The BBC gave us Yesterday: ‘Syria war: ‘World shrugs’ as 103 civilians killed in 10 days‘ (at https://www.bbc.com/news/world-middle-east-49126523), it goes on giving us the goods with: “The rising death toll in Idlib had been met with a “collective shrug” and the conflict had fallen off the international radar, while the UN Security Council was paralysed, she said.” the remark should be regarded as pointless, useless and inadequate, all at the same time. It seems to be that Michelle Bachelet is all about laying blame, while it is her office that had failed to the largest degree and the United Nations close to totally. To make good on that accusation, I merely need to point to my article of March 19th 2017, an article called ‘The failure of a current generation‘, it is there that I end the article with: “you only need to ask any Syrian refugee to hear clear doubt, especially after 6 years of too little actions and for the most no solutions. We as a global population have failed these victims who turned to us for help in the most disgraceful of ways“, events clearly visible well over two years ago. The equation is really not complex. It is a country no one cares about, it has no economic powers, there is no glory to get, only optionally the award called the ‘Extremely late to the party Award‘. No politicians wants to touch it, there is no glory, no Nobel Prize for peace and no financial rewards to be found. It is a pile of sand, stone and cadavers that is the brunt of it. The Syrian GDP is around 41.6 billion; the EU spends more on staples and paperclips every year (roughly). No body wants to touch it. Even as we hear the accusations by Madame Bachelet, we must notice the close to complete absence to get anything done.

So when we see: “Last week, the UN said more than 350 civilians had been killed and 330,000 forced to flee their homes since fighting escalated on 29 April. But that figure has now been revised, adding 103 extra deaths in the past 10 days alone. The estimate for the number displaced stands at more than 400,000“, we see the beginning of selective executions, optionally the stage of ethnic cleansing (requires more evidence to prove). That part is optionally seen when we consider one source giving us ‘In Syria’s Idlib, Turkey aims to curb Kurdish militia and refugee flow‘ last May. What is interesting is that the BBC and Madame Bachelet have no mention of Kurds at all.

Professor Balanche (research director at the University of Lyon) gave us at that time: “Turkey had long opposed any Syrian offensive against Idlib, out of concern about refugees and to focus on President Recep Tayyip Erdogan’s primary goal of keeping the Kurdish-led People’s Defense Units (YPG) from taking control of Syria’s northeast frontier“, the timeline is uncanny and the fact that we also see (in August 2018) “Noting that there were Kurds in Idlib, Xelil continued, “Idlib is under occupation by terrorist groups supported by Turkey“, Xelil in this case is Aldar Xelil, a top Syrian Kurdish official. The fact that Madame Bachelet and the BBC are BOTH leaving that part not mentioned is a larger concern. It seems that Turkey is too important to lose to the west, the actions by the United States “Until Washington adopts a long-term strategic posture designed to safeguard Turkey’s core interests“, as well as ‘Turkey’s president calls for further interest rate cuts‘, with the additional “Erdogan says central bank’s decision, while welcome, does not go far enough“, as well as “Analysts say that Turkish assets have benefited from a dovish tilt by the US Federal Reserve and the European Central Bank, fuelling investor appetite for riskier emerging markets. Even after Thursday’s rate cut, Turkish assets offer a significant premium for investors” (at https://www.ft.com/content/974c1b5a-af9d-11e9-8030-530adfa879c2), it is all about giving way to economic interests and the investors. The media evolves into a Seraglio under the all seeing eye of cathouse owner Madame Bachelet, and until today I never expected the BBC to cater to that premise. They are all willing to hand over the lives of Syrians, no one cares about that, whilst we still hear he screaming over a journalist no one cares about (Jamal Khashoggi).

There is a clear path of 5 years of inactions towards Syria, all the actions of paper is literally it worth the value of the paper it was printed on. The United Nations in a seemingly long term strategy that has one massive flaw, by the time that their strategy has value, the Syrian population will be gone for 90%, with only the enabled left with all the resources and wealth. I reckon that the 6.5 million displaced within Syria will vanish, we have all seen this before, it is merely repetition and no one is willing to hold these parties to account, they have other more economically tainted interests.

For Russia it is good news, as Turkey already bought the missiles, it has more and more options in both Syria and Turkey, the inability to get anything done from EU and US shores implies that they have nothing left, just howling behind the humanitarian UN bitches, who are all speech (and essay) and for the most part of total inaction, and we have millions of Syrians who can testify to this, they have been doing so since 2017, yet those voices have been drowned out by the media to the largest extent. It was Yesterday that the Arab Weekly gives us “Syrian refugees can’t find enough arguments to convince the world of the need to end their crisis“, the answer is simple, they have no economic footprint so the west will not care, exploitation comes at a price, you are either a consumer or you do not matter. (at https://thearabweekly.com/syrian-refugee-crisis-sparking-populist-reactions-middle-east), in all this what we read written by Baha al-Awam is correct, there is nothing that is done, because those who care have other interests and Syria is not an interest for them. For a short time the Unites States was interested due to their ‘anti-communistic’ phobias pressing on the matter, but they lost that part as they are too bankrupt to intervene and for now keeping an imbalance on Iran versus Saudi Arabia is as good as it gets, because their footprint is better whilst the imbalance lasts, it is when Saudi Arabia truly grows, it is then that the US fears the impact that they lose in the Middle East, it is that simple. It was not rocket science; it never was in the first place.

Yet there is another side, one that cannot be ignored. The article (at https://www.bbc.com/news/world-middle-east-45403334) is linked to the article that we are talking about and it has a missing element. It is overwhelmingly Jihadist force and also has Syrian rebels, yet the implied presence of Kurds is ignored, however there are clear indications from several sources that there is a shift. With “those working in the northeast alongside Kurdish groups” indicates that Kurds are getting involved more and more in this region and this is likely what worries Turkey, because if this grabs a hold, it could spread to Turkey and that is what Turkey fears, it has too many issues and by the time acts matters Turkey will have to redeploy forces, to what degree I cannot tell, because I have not been able to find any numbers on Kurds, merely that it has been happening for several months now (if some media is to be believed).

Yet there is clear presence and the BBC ignored it, and that is what matters, because this is not how we have ever seen the BBC and that is a worry. So when we see the BBC waking up 2 year slate (in light of the article) I wonder who is taking a long hard reality driven look at what is actually happening there.

I wonder what we will be ‘informed’ about next.

 

Leave a comment

Filed under Finance, Media, Military, Politics