Tag Archives: US

Where idea’s die

I have been tossing and turning on an idea. I am not sure whether it is a good idea, whether it can be adapted to anything, but for some reason the idea would not let go. Almost like the first time I considered the Augmented Reality approach. The idea is related to that. It is a new approach to visibility in jewellery, and if the Mobile can be adjusted this could bring a much larger stage than we see now. Yet I only see the approach for rings and bracelets. There are a few more, but that is open for interpretation and that is where doubt creeps in. A ‘What if’ approach. And the doubt creeps in and makes an appearance. Doubt, it is the place where ideas die. 

And make no mistake, I have doubts just like any other idea man, I believe a decent amount of doubt is good, it makes you redo what you have and test it for yourself but that too comes at a price and my mind is no different than anyone else’s. So, what to do?

Now, I am decently certain that mobiles cannot do what I have in mind, but should that stop the idea? I merely need to find the one maker (Google or Tesla) to add that functionality and a new market is created and I do believe that this market could grow by a lot. And as my mind was filling in blanks and create additional opportunities doubt stepped in and wrecked the train of thought. Yet I feel that pushing on will create the idea stronger and more adapt, but at every step doubt comes in and rears its ugly head. I am ready for doubt and self doubt, it merely makes the idea and my conviction stronger. It was Atropos who stated again and again “μέχρι εκεί θα πάτε” (that is as far as you will go) every time she cut the wire, and at some point he will cut my thread too. Will there be enough time? I hope so, there are plenty of ideas coming forward, and there is a certain satisfaction that my IP bundle keeps on growing (even if it goes nowhere at present). But that is OK, I feel that Tencent is waiting for their steps, I believe that they are making steps to grow League of legends and I believe that the Patent for their console is merely a first step. They might have stopped their game streaming, but the hardware is still there. I think they are awaiting a signal, no idea what signal it is, but it will upset the American streaming player to no end (Amazon Luna, Google Stadia, Netflix, Apple) and whatever Microsoft has. And they are all looking in the same places and that is where my $500M a month idea goes to town, no one is looking in that place and I should consider adding a new player to that field. Yet I feel certain that they will see if it can be done via Tencent (not a given, merely a hunch). And yes there is some doubt, but the larger doubts were crushed when I saw the Unreal Engine 5 presentation of Riverwood. I had the same feeling in 1992 after all the GIF files when I saw the first JPG files. Those who are that old forgot about that moment, didn’t you? And it also gave me the idea that could get the streamers over 50 million subscriptions. Doubt faded and it will for the other idea too. We fight to prevent the ideas to die, but a good amount of doubt keeps the idea strong and that is the stage where I am now, I merely need to convince someone high up in the Tesla Pi department that there is a place where other phones are not looking, or they decided to dump the idea and I believe that there is a market and when it takes off the others will fight to catch up, but they will lose a year, so how to push for the idea that will make that idea fly? And jewellers are the first step. 46,776 Jewellery Stores businesses in the US as of 2022, EU jewellery industry includes some 27,850 companies and whilst we crunch those numbers and we see that there is a little decline in that market we need to realise that those around have their own doubts, they also fight for survival. It might not hinder the larger players like LVMH who declined 17%, Rajesh Exports grew and processes 35% of all the gold produced worldwide, Chanel, Chow Tai Fook, Cartier, Signet, Tiffany and a few more. These larger players might not need that new idea but do you think they stay behind when the idea takes off? They are in it for the numbers and some might have merely declined only 0.41%, but that is enough to set up all the lights and markers, my doubt is not doing well when I see the opportunity as it is and when I saw the Line presentation. A place with 9 million people all in a stage where presentation and representation is key and there my idea will find a voice box. One building with a population that equals London and is larger than Sydney or New York. Yes, my doubt is fading and it is merely one of at least 3 ideas that could find its way there. There is a place where Ideas die, but I feel that I can void that place a little while longer, especially with the Kingdom of Saudi Arabia making these kinds of turns and when it starts there the other places can follow or fade. You see, a place like Monaco gets 159,000 tourists and it has as one source stated a mere 128 jewellery stores. So my idea is doing just fine and the idea works 24:7. But I need not worry doubt will come again and test the ideas I have, for now I can see that Andy Jassy and Sundar Pichai have no idea what they are missing out on and it is only half a billion a month, optionally a lot more. So Tencent has options as do two other new players.

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For those not seeing the oil field

There is a larger field, a larger oil field if you wish. And the people aren’t getting it. I get it, it isn’t an easy equation and it is not really your fault, because the media is guilty as hell in all this, but lets start at the beginning (well, some kind of beginning). One such headline is ‘Oil trumps human rights as Biden forced to compromise in Middle East’, it is one way to look at it, but it is the wrong way. My headline would have been ‘Greed is eternal at the expense of everything else’. The point here is that we get to see a few sides that the media is not giving us. It starts with the oil and that part is a lot more important than you think it is.  So lets take a look at the three nations and the barrels per day they pump.

United States11,184,870
Saudi Arabia (OPEC)9,313,145

So America pumps out a lot of oil, now it makes perfect sense that they will not deal with Russia, but it is at present still an unequal information package.

You see the United States exported about 8.63 million barrels per day (b/d) and imported about 8.47 million b/d of petroleum. And now you think it does not make sense. So lets just say that the US is selling oil at $50 a barrel and buys it at $35 a barrel, so they get 8 million (rounded) times $15, is $120 million of profit a day and that amounts to $43.8 billion a year. Profit they basically got for free. The Kingdom of Saudi Arabia is not willing to give away $43.8 billion after the way the US treated the Kingdom of Saudi Arabia. There is just so much any person will take and I reckon the Kingdom of Saudi Arabia has taken enough of the treatment handed to them. So the US instead of catering to self sells 73% of all the oil they pump, so why should the KSA after the way they were treated cater to that situation? Even an alternative that the us keeps 50% of their sales, they hand the KSA 50% it might be seen as a compromise. The US could stop selling 2,500,000 barrels a day and cater to its own needs, but the profit of some are not easily swayed. They are seemingly willing to let the US population freeze to death (or boil to death). And these numbers are out there, the media has had them for the longest time. All these BS articles on going crude oil free whilst the US is selling 73% of whatever they drill. Seems a little hypocritical, doesn’t it? 

That 73% does cater to 176 countries and 4 U.S. territories, no one denies that, but the profit goes somewhere and not all of it to the US coffers owned by the US treasuries. Someone is getting rich and the media is happy for you to be in the dark about it. Ask yourself “How many media outlets have given view of the amount sold? Why is the US short on oil whilst the oil harvested goes somewhere else?” I get it, there is a need for profit, no one denies that, but we see all these articles that imply and suggest that the Saudi’s are the bad paty whilst the US is trying to get cheap oil so that they can sell it at a profit. And believe me, when we change the prices of the earlier given $50 and $35 into the real numbers the equation changes really quick and the numbers become exceedingly large. 

So why should the Kingdom of Saudi Arabia hand over profit that they are entitled to? Did you honestly think that Aramco was some non profit organisation? If it is it will be non profit for Saudi Arabia and its citizens, not for the US and their citizens, or the 176 countries that they could cater to. And the media does not really give you that, do they? So when the Guardian gives us “Brent crude hit a 14-year high of $139.13 a barrel in March, fuelling global inflation and a worldwide cost of living crisis. In the US, inflation is at 9.1% and accelerating, which is likely to translate into lost seats for the Democratic party in November’s midterm elections.” What happens when they sell 2.5 million barrels a day less and let that go to the US shortage? The equation changes by a lot does it not? 29% less sales will be felt all over the US and by Brent in particular, so why exactly does the Kingdom of Saudi Arabia need to play ball with the US, especially when China is exceedingly courting Saudi Arabia for all kind of goods and when I see the revenue setting of 375 billion + 530 billion that the Kingdom of Saudi Arabia is spending on improving Saudi Arabia, there is every setting where the US has overplayed its hand and China is now in a premium position to get their revenue balls rolling. A setting I warned about before Covid before 2019, there were courters in the field and when that overpriced US plane wasn’t going there, China could sell the Chengdu J-20 at a nice price to Saudi Arabia (I admit I was trying to get my foot in the door and make a play for a simple 3.75% commission), and when you consider that this bill might go up to 15 billion, my 3.75% makes for a nice half a billion (we all have overly big dreams), and merely to play the courier? You have got to be kidding, I am so ready for that part! 

But this was about oil and the US played the wrong hand several times over (like shaking hands with air) and now Saudi Arabia and especially Crown Prince Mohammed bin Salman Al Saud might feel that the US played them for a fool and the problems start when the US could not afford problems. A stage where we see that Brent Crude is not so innocent and the media should have been on top of this, but I will let you people decide how that should be seen.

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Everything must go

Yes, it is a term we see in fire sales and in all all kind of desperate needs. But lucky for the Ukraine there is a solution. After the war, the EU and US take possession of EVERYTHING in the hermitage. It might not be enough, but it should be enough to cover well over 50%, and the Russians could redecorate it for all the oligarchs who are not that welcome in Europe or the US. To some degree I feel for them, because there is no way that they were all aware, or all agree what is going on, and after they lost everything (thanks to Putin), they will need to stay somewhere and it better looks nice, so the Hermitage is a decent solution. It will be a bit barren after we take everything from it, but there are a few other museums, as such the Hermitage could be decently decorated as a refuge for oligarchs. If there is one oligarch I feel for, it would be Roman Abramovich. I do not know the man, but he was nuts about his Chelsea team. I personally do not care about football, so I cannot relate, but I can relate to loss of something a person worked on for that long. He became owner in 2003, and in that time the club won 18 major trophies, that is some achievement, you cannot deny that and a person that vested into a football club has his minds far away from the war machine of Putin. I reckon many will disagree with me, but that is how I see it. And his actions on keeping the club safe were highly commendable. 

It needs to be said, we cannot rule out all oligarchs, but if there would be even one, this man would be it. And this also relates to what comes next, the Russians might think that this is over, that this is going their way, but the EU and US are ready for them now, they are willing to take over Saint Petersburg as a breach for Russia. As we can see the Russians who were supposed to have the largest and most powerful army (they would be in first or second position) Now they are nowhere near that and as such Russia is about to face an army a lot stronger and better trained than the Ukrainian one. They were 21st on the military power list and they stopped and fought back an army a lot stronger than them. Now that the damage is all over the place, they have no reserves left for NATO making it also a very dangerous stage. It reminds me of the cornered cat and the weird jumps they will make. The problem is that Russia is also a nuclear state and even as they know that it will be the last move they ever make, Russia will not handover the treasures of the Hermitage, they are already in a stage of stealing grain, as such we will see that their position is sliding from bad to disastrous. And when you consider that the Hermitage has 3 million art pieces from all kinds of era’s, the idea that 2,755 billionaires would want to buy a piece of art (at discount) is not to be disregarded. And now as the BBC gives us “We need $750bn to rebuild country – Ukraine”, is see a simple sum. If all these billionaires spend $345 million, we end up with $963 billion. Solving the repair issues. I reckon that the costs will increase, so if we could get the upper echelon of these billionaires spend twice or three times that amount (with a little more discount) Ukraine would be in a better place. There is still all the confiscated oligarch materials, but I am actually not sure if that will all go the proper way. Some of this stuff is properly registered in trusts, so we might not get that much from that group. Yes, I heard all the noise, but in the end legal settings prevail and as such some of these oligarchs have their stuff securely set in paperwork. As such, I thought out of the box and I am setting the stage of confiscating 3 million pieces of art from ONE place. I do not think that anyone else had thought of that, or at least not in places I read materials. 

Russia has a few more places like that, but the Hermitage is perhaps the most famous one of them all. So let the bidding begin. I want an omelette tomorrow, So I am bidding $0.35 per faberge egg, 6 eggs make an omelette, so where would I deposit the $2.10 (plus shipping and handling)? You think that this is a joke, and it would be a bad one. I reckon that the ‘true’ friends of Putin are securing their hold on these art pieces even now as I am typing this. In the end, in 2023, what do you think the Russian state will be worth when new years day 2023 comes calling? You think it is long, but it is a mere 25 weeks away and at present the Ukrainian war has lasted now almost 4.5 months is nowhere near one, yet the Russian machine is running out of generals, colonels, fuel and a few other items. What do you think will happen when NATO knocks on the door at the border of Poland and Belarus. I reckon that they will not put Finland in a bind by going there to invade Saint-Petersburg, but the NATO navy could sail straight through to Saint Petersburg and use it as a beachhead (whilst confiscating the art in the Hermitage). These are pure speculations, I have absolutely no data supporting this, but I would take that route. Belarus will have to put up or shut up and from there it becomes a simple race to Moscow. With the Russians having so much damage, the rest of their equipment might not in a much better state. Just a thought!

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Really? Part 3?

OK, that is not quite right, but it still is. You see 8 hours after my previous article, the Guardian gives us ‘Government policies will not get UK to net zero, warns damning report’ (at https://www.theguardian.com/uk-news/2022/jun/29/government-policy-failures-are-obstacle-to-uk-net-zero-target-advisers-warn). This gives us “He said net zero policies were also the best way to reduce the soaring cost of living. Average household bills would be about £125 lower today if previous plans on green energy and energy efficiency had been followed through. “If you want to deal with the cost of living crisis, this is exactly what you need to do,” he said.” Yes, tell us something we do not know? OK, I admit that £125 loss of cost is a decent admittance of the facts, but take that amount and multiply it with 27.8 million households you see what I have been trying to say for days. I merely did not want it to hang on an amount. You see £3,475 billions is not merely a small amount, That amount twice over would need to be spend in the UK alone to optionally stem the tide of the energy boom it is costing them and not merely this summer, the next few years twice over. British winters will be as harsh as anything they face and it ill be worse for the US. Even at that same step, that amount is needed for just New York. There is no soft version to that story, it is already too late for that. I reckon that this coming winter will see the application of triage solutions and the people will personally see the harshness of a new doctor in the field. They will first hand see who might make it and who will be a write off. 2022 could start that setting for 3-4 years to come and those thinking that Elon Musk was having a bad week, he owns the IP that half the planet who needs to shake off (reduce) the oil dependancy at present. I reckon that Elon Musk is sitting pretty. Those making fun of him will have to acknowledge that they are clueless on where they actually are at present. Not a bad week I say.

And I believe that other part of Europe as well as the US will soon have to come with cautious articles on the harshness of life expectations. It will not come out in the big places, no it will get started on climate sources, on environmental grounds and then it will pick up to the wider audience. And at some point, someone will make the link with the article I wrote called ‘Ignored by media’ (at https://lawlordtobe.com/2021/08/19/ignored-by-media/) on August 19th 2021 where I highlight an EEA report where we see that 50% of all pollution is caused by 147 facilities. These were not my words, they are the findings of the European Environmental Agency and I found that in December 2020. So why is that not all over the place? I get it, pollution is not the same, but it shows that the media (for some unknown reason) is keeping these 147 facilities out of the media. What else were they keeping from you? And when you realise that the UK was playing footsie with the energy bill of 27.8 million households, what do you think the others are doing? Feel free to doubt me, but the EEA report was out for all to find, so why did we get a source blaming people with. Jet and the 147 facilities did not make the cut? 147 facilities that caused 50% of ALL pollution damage. It might not be the same, but they are pockets on the same jacket we all wear and you were kept out of it all.

And that net zero number will not be met by way too many players, why is that? Consider your energy bill over the next to month and wonder what happens when winter comes (apparently something to do with some game about thrones).

The parts we ignore, or that we are seemingly intentionally not given are connected in other ways. Now I will be the first to admit that I am not the smartest person on the planet (merely a top 10 contender), and if I can see that, if I can show the lines, you might tart wondering how misplaced your faith in the media has been, these clever people missed that? Or did they cater to someone else? I will let you figure that out. The 2020 article ‘Uniform Nameless Entitlement Perforation’ (at https://lawlordtobe.com/2020/12/10/uniform-nameless-entitlement-perforation/) has that EEA report at the bottom, so you read up and try to make sense of certain choices. Choices by the governments and choices by media. And try to enjoy your breakfast.

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Will you feel frisky?

I actually got a bit upset over some of the responses I saw. They weren’t hostile mind you, but too many people are thinking that this will sort itself out. It will not, it is too late for that. 

You see, yesterday I gave part of the solution, but I could have given you a little more. As such lets look at the first building. 

This is an average building in Silicon Valley, many exist. When you see the red box, you see the lighter panels, they give no view, they are there to hide (suspected) concrete. These panels could all (or phased all) be replaced with solar panels. Will it solve everything? No, it’s too late for that, but the stage of replacing the way power is used in California is essential. In this if we can transform building by building and lower the power needs places will be on route to do something real. They have been sitting on their hands for close to three years and the hardship is about to hit the fan. And this is merely one example, Silicon Valley is not the evil, the evil (if there is one) is a group of politicians and administrators sitting on their hands (as I personally see it). And it goes far beyond the US. 

Within Greater London, the administrative area governed by Boroughs there are approximately 42,000 “buildings” greater than 18m high. Consider the lowering of drain we see if 420 buildings are transformed. It will not solve everything, but we need to move now and London (New York too) are on the forefront of everyones mind, their winters are harsh. So how many people are allowed to freeze to death? Because that is where we are headed too.

Here we see a modern building in London, I put an arrow towards the light panels that are seemingly not functional, one building with the option of 2 times (back of the building too) 7 (floors) times 28 panels. That could make this building to a much larger extent energy neutral, but energy neutral might not be enough, what happens when that building batter can fuel the lights in the area too? It is lights, warm water heaters, coolers. We will not get everything done, but we can get a lot done and the Tesla battery is central in that solution. As I stated yesterday, Austin is another place with hardship coming their way, not the cold of winter (or so I believe), but energy issues will be clearly seen. Austin Texas has 3,675 buildings, optionally lowering the power needs all over the place. The biggest issue is New York. 

All partial solutions. And for those making claim for a complete solution, there isn’t one. All talk talk talk and no action, as such nations are finding themselves in a nasty predicament and the Elon Musk battery was a start to decrease pressure, and where is it installed? Nowhere, and that sets the stage of what comes next. Bloomberg gave us 2 days ago ‘A Hot, Deadly Summer Is Coming With Frequent Blackouts’ (at https://www.bloomberg.com/news/features/2022-05-22/summer-blackouts-bring-deadly-risk-as-heatwaves-grip-the-globe) You think that is bad? Consider a blackout when it is -2/-7 in winter, that will keep you frisky (and optionally freeze you to death). In some cases it might be too late, however New York seemingly has 43.000 buildings, 300 of them are Skyscrapers taller than 15 metres. These are but three places. It gets to be an interesting pool when we consider Los Angeles, Chicago, Boston. All places that could have started upgrading 2 years ago, all places sitting on their hands, or installing cladding to kill dozens of people in the process.

I am afraid that for a lot of people it might be too late. Some sources give that in New York the death stats on hypothermia are around 1320 a year, how much do these numbers need to go up for people to start moving? There have been clear warnings for 3 years, this might be a year when things come to a disastrous point, although we could argue that if enough people die in New York apartment prices might go down, but that is me, behind every silver lining is a new dark cloud forming.

So what is the best option? Anything is better than inaction and we have seen too much inaction for too long and in too many places. This issue is not merely an American one. It is a European one as well and the UK will be hit harder and harder as their supplier (Vattenfal) is most likely to fall short. The UK is increasingly relying on importing energy and in the current political climate it will not be that clear if there is enough, but winter will sort it out, it usually does.

In all this there are plenty of solar panel suppliers, but there will be a shortage, it is the Tesla battery that is the larger issue. I reckon Elon Musk will be eager to sell 100,000 batteries, but does he have them? Can they be made in time? All fair questions and I do not have the answers. I merely look around and remember the story of a farmer named McBain. McBain knew the railroad would pass through Sweetwater one day and he saw ahead. He was sitting on the only water for hundred of miles around. It did get him killed, but the setting we saw in Once upon a time in the West is now seen in the form of energy, Elon Musk has the IP for the one essential part of solving or reducing the energy crises we see in the US, in the UK and in the rest of Europe. He is sitting just fine, and whilst the people who needed to do something are keeping themselves immobile, the pressure goes from bad to worse and even as some houses have taken precautions, actions on a much larger scale are needed. In this consider Japan. They need 37,000,000 people to reduce energy needs. Try that in the US (or UK for that matter), so when it hits these two places it will be nasty and it will not subdue any day soon, because as one system fails, a domino tsunami will break system after system and there is no way to tell where it will end, the only thing you are likely to hear is wishful thinking. That is my personal view, but considering I was on this page three years ago, I feel decently sure that the fallout will be harsh, mush more so than anyone expects and it is not the summer I fear (although it will be awful for many), it is winter that will truly add to the casualties of houses and participants.

So you go check and make sure your family has options. 

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It was never rocket science

Before we begin, it is time for a small history lesson (of a sort). One of these moments was October 10th 2021 when I wrote ‘Darkness through inaction’ (at https://lawlordtobe.com/2021/10/10/darkness-through-inaction/). Before that there was ‘Musings’ on June 18th 2020 (at https://lawlordtobe.com/2020/06/18/musings/). As such we have 2 years of clear information and optional evidence. I saw it, I recognised it and I documented it. 

5 hours ago, the BBC (at https://www.bbc.co.uk/news/business-61947315) gives us ‘Japan urges 37 million people to switch off lights’, it amounts to 25% of the Japanese population, or close to 290% of the population of Tokyo. Japan is that deep in trouble. Energy shortages are now approaching that extreme. A solution has been here for two years, but people (seemingly) hate Elon Musk and that lesson is about to become an expensive one. So whilst we mull over “The government asked people to turn off unnecessary lights for three hours from 15:00 Tokyo time (07:00 BST) while “properly using air conditioning and hydrating during hot hours”.” Most are ignoring the setting of what Elon Musk offered, but it is not merely Japan.

We also got last month ‘Texans asked to limit electricity use after six power plants go down ahead of a hot weekend’ (at https://www.texastribune.org/2022/05/13/texas-power-conservation-heat/) and this is merely one state, we haven’t even looked at California yet. And the mess is about to get worse, with these shortages fuel prices could rise at least 20%-30%, and I wrote literally on May 3rd 2019 “Elon Musk has that one true new technology and I hope that the US can stage it to an actual large enough market, I truly do.” A year before I polarised it out somewhat, it was out in the open for that long. And an application to reduce energy stresses was available then. I see in the image below 2 dozen options to claim sunshine and power parts of buildings, one at a time, but over two years that would have been 20%-25%, not enough to stop all the hardship we see now, but the pressure would be a hell of a lot lower. 

Austin Texas skyline cityscape aerial view

In the same setting we could see Tokyo and even to some degree Japan. Look at the image and you should see close to 4 dozen options. All there for the implementation. Now this would not have solved it all, that is clear, but to tell 12,000,000 Japanese to cut energy pressures instead of 37 million people that story is one hell of a difference.

To give you another option (keeping Austin in view), we look at one address, 200 Congressional way. The shiny building. Every outside floor/ceiling on concrete, ready to fit panels, only visible from the outside and even then the ‘ugly’ grey is gone. It will not fit every solution, some will use roofs, but one building generating enough power to cool every apartment in the building, optionally supplying power to the outside lights for the entire block. It was out there for two years and no one made the move, no one seemingly approached Elon Musk. Why not? Was ego or pride the problem? Now Austin and many Texan places will sit in the dark several times over the next quarter.

I know, it is not simple,. I know that there are manufacturing issues, but a start should have been made and the US government (both Republicans and Democrats) are at fault here. They all let is waste until it was too late and that is before we look at New York, California and a few other places. Austin was merely an example. It was not rocket science and Elon Mush had the IP. I created different IP, but it seems that the big tech people are looking at the horizon, all whilst the IP was at their feet. So now as the US seems to be collapsing, I will have to offer my IP to those who can afford to pay me the entrance fee. Three bundles of IP, all op for grabs for the Kingdom of Saudi Arabia and optionally China. The US is so busy destroying itself that the doubt will hit places like Amazon and Google too. And as Microsoft downplays certain events, they will not need to worry, I would not consider them at this point, they wasted enough IP. And it is all about the IP, IP is almost everything and whilst people are ego driven and seemingly fuel the ego of politicians, we see that politicians are limited to talks, especially in the US where they talk a lot and resolve close to absolutely nothing. That is not an American trait as we see the same in places like the UK and EU. The dangers are that talks are the stepping stone of inaction. Even now, when we consider that several EU nations are walking back their green energy plans, the simple truth is that this setting was clear 2 years ago, the UK might have had the clearest warnings of shortages, but inactions dragged it all out and now, it is basically too late. Now we see a nation asking 25% of its population to not use energy (for a while). The stage has become that bad and in this world where getting 5% to adhere to anything is close to a miracle, I am not betting on that cadaver to be found. I will seek another way to get my resolutions cashed and when that IP goes where I expect it to go, I will merely relocate the place where my retirement party would be. It’s only fair that I do that, it is not rocket science. It never was.

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The size and shape of a stage

Yes that is at times what we face and it was weirdly enough Yahoo News that got me there. Their article ‘Biden’s Saudi Arabia trip denounced as ‘frightening and enraging’ by dissidents’ (at https://au.news.yahoo.com/bidens-saudi-arabia-trip-denounced-as-frightening-and-enraging-by-dissidents-140526416.html), and yet the small part ignored is that a dissident is a person who opposes official policy. So as the US is trying to make nice with the people they need, they are hindered by the people they do not need. So when we see “the street was in front of the Saudi Embassy, and its new name was Jamal Khashoggi Way.” So in all this, how much hay is being made by a nation (Brazil) where 100% more journalists were murdered in the last week? There is a lack of the 78 million articles, a lack of some CIA report (via the UN) that it is highly likely, there is a need to paint one person white, the other person black and hoping that no one will notice that Al Jolson was not African American. That is a stage we see, that is a stage people play for and we are caught in the middle. You see, the report was dubious in a few ways. It does not make the Kingdom of Saudi Arabia innocent, but it clearly shows that Crown Prince Mohammed bin Salman Al Saud is not guilty. And this all takes a harder sharp turn because the person no one (well almost no one) gives a hoot about was a columnist for the Washington Post. And the setting merely escalates from there.  

So as we see the pressing need for the US to postpone its dollar default for as much as possible, it needs business with the KSA (it is close to the only one who can afford this), they need the oil from them to be cheaper, because the US does not have enough and they all need it yesterday and the people who opposed official policy are trying to make that impossible. 

I have nothing against dissidents, some are validly so, some are to make a quick buck and get out of the mess they were in. That first group needs consideration, yet beyond them getting out they need to realise that if the dollar defaults they could end up back in Riyadh and how will they fare then? So now we get Bethany al-Haidari of the Human Rights Foundation, who gives us “Now she is worried that Biden will be sending to authoritarians around the world the message that political expediency trumps core conviction. And while that may always be the case in the world of realpolitik, the images sure to emanate from Riyadh will starkly contrast the divide between American values and practices.” It is a valid point, yet the validity is under fire from the setting of values and practices where social commitments have lost to the profits of big business. And the US government is not innocent here either. I spoke out about the essential overhaul of tax laws 24 years ago, they all called me crazy, it would sort itself out. And now? The US national debt has surpassed the $30,500,000,000,000 They are now well over $5,000,000,000,000 past the point of no return. At this point they need to reduce debt by $500,000,000,000 per year and it would still take 3 generations for the debt to become manageable. What do you think will go out the window first? Values or practices? A setting where the larger gain for the US will be Elon Musk, they know it and that is why they hate him. Mobile and energy power in the hands of one man, one man who is seemingly a lot more clever than Bill Gates and Larry Ellison combined and one generation later.  The politicians are scared, they opened a door they refused to close and now they are setting down with a mess all over the place, because they could not adhere to values and they are left with the practices that re out there at tax laws that are still unadjusted. 

The USA is about to become a mess for well over two generations and the media is silent, because they want their digital dollars, it is all they have left and it does not adhere to values, merely to the painting of flames and flaming targets. Elon Musk can wait until desperation takes over, Google, Amazon and IBM can wait and over that time Microsoft will merely become more desperate to spin their failures. Big tech in a world that merely adheres to the practices that they can adhere to for their board members and share holders. That is the world that needs to appease  to either Bethany al-Haidari or Crown Prince Mohammed bin Salman Al Saud. I reckon that the Bethany al-Haidari in this world are figuring out that they will be getting the short end of the stick, one that was handed to big business, not merely big tech. And Biden might be the last president before the Dollar buckles completely and the US becomes a third world nation. 

Are you depressed yet? 

Good, you need to see what is coming and for the longest of times, even as the media is trying to spin that all is well, all is not well and all is getting worse. As I stated, I do not give one hoot. It was clear to me when I saw the UN report that this was a hack job, that this was a well articulated magician’s trick and in the end how much visibility did we see on the 42 murdered journalists in Brazil? Journalists, not some columnist. And that is before we realise that Turkey has it own skeletons in their closet and when that gets out in the open we see the media is not indifferent, it is and has been actively hostile towards the Kingdom of Saudi Arabia, as such the Kingdom of Saudi Arabia can take its time and wait and watch the US go under one step at a time and at present quicker than several months ago. That is the reality, that is the impact of what some call realpolitik. It sounds nice on paper, but realpolitik is all about the practices, especially those who bring profit, values be damned. But the people who are lulled to sleep will see and face that part soon enough. 

So consider what you read and do your own research, do not take my word as gospel. I try to be as honest as possible, but I too adhere to practice more than value. I accept values and I admire those fighting for values, but in a place with 30 trillion in debt values will not last long, because every politician will see revenue as for the good of all and in that world people like Elon Musk are the options of tomorrow and no one has a better plan, because when that was an option the flaccid politicians saw it was easier to call me (and others) crazy and not in touch with reality, and that was not that long ago, these same people will now hide behind “It is difficult, it is a complex situation”, you tell me how I could see what was coming and I do not have an economy degree. I have three degrees, none in economy.

Enjoy your Friday and try to have a little fun.

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The Jamocratic joke

Yup a wordplay and it is not the only one I have, but it is one of the less ‘hurtful’ ones. In the first, I have a republican mindset, I have always had that. I oppose Trump in all its glorified stupidity. I believe the US lost a great man with the passing of John McCain and I think the republicans wrongfully stabbed Liz Cheney in the back on the words of a bully, but we will have a reckoning on that later. Today we start with SkyNews who gave us ‘‘Morally bankrupt’: Biden ‘humiliated’ by Saudi Arabia and oil companies’ (at https://www.skynews.com.au/world-news/united-states/morally-bankrupt-biden-humilitaed-by-saudi-arabia-and-oil-companies/video/5819a070a892b5de3db7a8f259bff9c6), now granted the news is 2 days old. I wanted a little time to mull things over, but the text as given by “The president said it’s “unacceptable” that oil companies are making record profits during “a time of war.”” Oh? America is in a war? Who are they in war with? With their ‘proud boys’, with their failures? The list goes on and it is not a nice list. They gave the power to Wall Street and Wall Street ants ledgers, not excuses. 

And we were given a list of the oil companies

Marathon Petroleum, Valero Energy, ExxonMobil, Phillips 66, Chevron, BP, and Shell.

Marathon made $69B in 2020, that was their operating income, Their Net profit was $9.9B in 2020. Valero might have had a larger revenue $117B (2018), but a much lower Net profit which was a mere $4B (2018), Exxon mobile was the bigger player with $276B (2021), yet only with a Net income of $23B (2021), less than 10%. Are they corporations? Yes they are! They own responsibility to their shareholders and 10% does not add up to much and the statement of “record profits” does not add up, well not completely. You see Biden was handed a bad hand and the Russians gave that to him, so to see him blame American companies is one failure, to nag and bitch to the Kingdom of Saudi Arabia after he vowed to make them a pariah on something lacking clear evidence is a second failure. None of these players owe him, or the American people anything. This is the setting of a commodity driven economy. Consider the list. The US is one of the top three oil producing nations, so why is all that oil squandered? Why did the presidents (all of them, Republicans as well) not halt the consumption of oil? Why was something not done 20 years ago? I have articles spanning back decades on this folly. In 2015 Americans told me to shut up (fair enough), but now they do not get to scream! 

They can have ice cream (to soften the blow) but not whinge and whine. 

You see the problem is so much larger, and the US is part of that problem, it was never part of that solution. In 1999 crude oil was at an almost all time low of $19.35 a barrel. The cost was so low that oil providers started to shut down, the only time is was lower was in July 1946. Oil has had a rollercoaster life with tops in 2008 ($187) and April 1980 ($142), so as it is now at around $114 I would say “You ain’t seen nothing yet”, oh and before I forget what wars were the US in in 2008, or 1980? 

No, as I see it when you decide to hand the reigns to Wall Street, you cannot ‘yap’ like the little chihuahua. A commodity driven economy does not care, it does not care that your granny is sick, that the dog ate your homework, or that the mistress will not have sex with you as you only bought her a Microlino instead of a Dodge Challenger. All parts a commodity driven economy cares nothing about.

And Saudi Arabia? They need to do what is best for their country, not what matters to their greed driven customers. Does it hurt me? Yes it does, but that is the world I live in. I do not control oil, I do not control wealth, as such I am its plaything just like anyone else. As such SkyNews has a point with “US President Joe Biden has been criticised as “morally bankrupt” and “weak” in regard to his energy policy after it was revealed he is planning to visit Saudi Arabia to discuss the global oil crisis.” Yes, it is one way to look, but if he cannot control the American people who are eager to dig a deeper grave by the day (they are almost deep enough to say ‘Nǐ hǎo’ to the Chinese people) and no one in the US is stopping the need for oil, higher prices is where it will be. A simple setting of Supply and Demand.

It is getting worse, less than 3 hours ago we were informed (by Reuters) “Egypt and Saudi Arabia have signed 14 agreements valued at $7.7 billion during a visit to Cairo by Saudi Arabia’s de facto ruler Crown Prince Mohammed bin Salman” in addition there is “the establishment of a $150 million “pharmaceutical city” by Egypt’s Pharco Pharmaceuticals in Saudi Arabia” That is the true benefit of being a true ally to Saudi Arabia, a setting now starts that will cost the American coffers billions, just as I predicted will happen in 2016, 2018, 2020 and now we see the first (or second) impact in 2022. The US pharmaceutical branch in Saudi Arabia will lose power, Egypt will rise. Egypt will offer services to the Kingdom of Saudi Arabia for billions, those billions are lost to the US and the EU. This is the impact of a failed policy that never had any strength to begin with. 

So in all this, the administrations of the US (not President Biden) failed its citizens. The administration set the paper tiger in motion that looks nice, but when the people around it know that this tiger is paper (unlike the one below)

There will be a lack of reaction, a lack of adherence and that is when we realise there was never any need to adhere to anything. So the American people pissed off the KSA and Elon Musk (both energy saviours). So how exactly was that letter anything but a bad idea even before it was written? I see it was a desperate act of an administration that saw its fuel policy go to $5.87 (from $2.17) a rise of well over 100%. We get the desperation of the letter, but the expectation of success is equally laughable. As such what is the letter anything else but an admission that bankruptcy is merely just around the corner? When this all comes to blow the larger setting will come into play and there Wall Street will get to learn the lesson that absolute greed has merely one direction and it is not a good one, but those in Wall Street will have packed up their 8 or 9 figure balance and they will have headed for a zero tax shelter with warm sands and warm beaches. The rest? Well good luck to them. Oh and do not forget winter (and the need for heating fuel) is a mere 17 weeks away now. 

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The needy, the greedy and Dopey

Yes, a reference if ever there was one. Yet in the stage of an article that was the thought that hit me a second later. The article came from the Guardian titled ‘Fossil fuel firms ‘have humanity by the throat’, says UN head in blistering attack’. The article (at https://www.theguardian.com/environment/2022/jun/17/fossil-fuel-firms-un-head-antonio-guterres-blistering-attack) gives us all kinds of ‘information’ And we pause when we see “Fossil fuel companies and the banks that finance them “have humanity by the throat”, the UN secretary general has said, in a “blistering” attack on the industry and its backers, who are pulling in record profits amid energy prices sent soaring by the Ukraine war.” Yet the truth is not really that profound, is it? We can blame the oil dealers, but the truth of the matter is that for well over 20 years governments were dragging its heels in the investment that was essential for their nation, The US, the UK, Commonwealth nations, EU nations. None of them are without blame. And as such United Tony goes on a ramble of blaming. And with “They exploited precisely the same scandalous tactics as big tobacco decades before. Like tobacco interests, fossil fuel interests and their financial accomplices must not escape responsibility.” And where were the governments? Filling their pockets on that taxation. But that is something we do not get to see either is it? For centuries the world created a commodities environment and that should have stopped 30 years ago, or should have been deflated 30 years ago and now that the hole is deeper than one thought the blame game starts and the pointing fingers commences in earnest, but if you want to see the guilty party you only need to look into a mirror. 

And in the USA, where we see average diesel prices at $5.798. In November 2020 is was $2.462, in May 2008 it was $4.723, In June 1996 is was $1.179. This was a volatile market to begin with, there were clear warnings in 2008, which was 14 years ago and the 12 years before that there were more indicators. So where was the United Nations then? Where were the politicians then? So the tantrum the Guardian is giving us sounds nice, but the lack of actions is overwhelming as such we could go with the blame on ‘fossil fuel producers and financiers’ yet in all this where were the politicians, where was the media? The same media that shorted an EEA report that CLEARLY showed that 50% of ALL pollution was created by 147 facilities and I illuminated that in earlier articles, where was the Guardian at that point where its reporter was eager to blame all those jet owners? 

As such United Tony should get contemplate a decent grip on reality. 

So whilst we now see “The Guardian understands Guterres has been incensed by the recent behaviour of fossil fuel companies, which have been reaping a bonanza from energy prices sent soaring by the Ukraine war. Much of these bumper profits are likely to be invested in fresh exploration and expansion of fossil fuel resources.” All this with an earlier jab towards Saudi Arabia and the ‘need’ for President Biden to go there. Yes, there is a splinter of truth there, but the larger issues is that oil is a commodity, one many do not have and lets face it. The top three are United States, Russia, and Saudi Arabia. So if the US is one of the three top producers, why does it need Saudi oil? Did anyone consider THAT part of the equation? The US should have limited fossil requirements decades ago, but did they? So why is United Tony ignoring that part of the equation? And then we see the political ‘outrage’ with headlines like ‘Biden Was Always Going to Need Saudi Arabia’ and “Why Biden Needs Saudi Arabia: to produce oil and deter Iran” yet the simple truth is that Saudi Arabia needs to do what is best for Saudi Arabia and the US needs to produce more oil, or set the stage that less oil is required a simple setting that was out in the open for decades. Yet we also see a lack of actions from the United Nations and United Tony to set a clear agenda to LIMIT the need for oil. We see a lot of noise and we saw that for the longest of times, but how much ACTUAL actions were taken? Consider that one of the top three nations is appealing to Saudi Arabia to produce more. We get that he is not going to Moscow, we get that his actions are limited but this is a train-wreck from beginning to end. And the United Nations are a mere sample of Mukimono on the diner table and we need to realise this. 

So when we see “Fossil fuel firms ‘have humanity by the throat’” we want to blame, but who can we blame but our own reflection? So when people ask me ‘What did you do?’ I can say “I never bothered with a drivers license, I never owned a car. I walked nearly every day to and from public transportation” and in over half a century I only desperately needed a car LESS than a dozen times and they nearly all were part of moving day actions. Who else can make that claim? Yes, some call me Dopey for not having a car. Yet I saw people requiring $80 a week just to park the bloody thing, so who is the Dopey? Them or me?

Dependence on oil is a bad thing, but not addressing that need is worse. The politicians and people are mere junkies for the black goo. They can alter the language and give excuses but that is what a junkie does and those who wanted a solution found another way, so which nations have another solution? Yes, I reckon you will not be able to find one, even as New Zealand might be the closest to being one, it is in the same goo, just not as deep as all the other nations. 

It would have been nice for António Guterres (United Tony) to address the needy (US) the greedy (the political players) and tell the Dopey’s (the people) that the first step in addressing this problem is admitting to yourself in the mirror that you have one. Because the people are just as much to blame as anyone else. If you want to make claim that you are not the problem then leave your car at home for a week, for one week do without it. You will be surprised how many excuses you can come up with to grab the car, just like a junkie does. I feel fine, I have been without a car for half a century. So from the time we saw the Morris Marina until the Maruti Swift, I never had any of them. I get that there are times that a car is essential, we all get that, but I throw back at you that this year alone there are 1.446 billion cars, in 1970 the world had 200,000,000 cars. Over 50 years we saw a 723% growth of cars and some are essential, I get that, but 723%? We are all part of that problem, we drove the commodity of oil into the stratosphere and we are too scared (or cowardly) to admit that and the oil producing nations are having a great day, the Ukrainian war is merely an excuse. You see, 50% of that war (Russia) has its own supply and they have plenty. But that part is equally not illuminated. Why is that?

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And America loses yet again

Yes that is the setting. Al Jazeera dos not voice it in this way. They give us (at https://www.aljazeera.com/news/2022/6/11/iran-says-oil-sales-strong-despite-ukraine-war-changes) with the headline ‘Iran says oil sales strong despite effect of Ukraine war’ it shows that Iran basically gets a decent share of $120,000,000 a day, that amounts to $43,800,000,000 a year. That puts them on around the 45th best funded nation. So where are these economic sanctions now? They removed the nuclear monitoring camera’s, where is the action? Let’s be clear, this in not on the Biden administration. Yet their inaction will count against them, Iran is making a jester out of America and the Yanks are letting them. 

Iran is rubbing it in and the quote “Overall, the outlets said Iran has sold 40 percent more crude, oil derivatives, natural gas and gas condensate in the first two months of the current Iranian calendar year that ended on May 21 compared with the corresponding period last year.” And Al Jazeera is kind enough to give us “refraining from publishing detailed figures as the country remains under stringent US sanctions.” I personally do not see that many sanctions, not with a nation in 45th position for budget availability (out of 230). It seems that the US has failed yet again and the failures are adding up and slamming whatever credibility the US has left. It takes me to a side that is not indicative (but could be) on YouTube last week, some might have seen a video of a nightwatch falling asleep on the spot and shooting themselves. Some say hilarious, I think it is pathetic, but that is me. What followed was that someone told me “What if we give every American a weapon, watch them shoot themselves, walk in and call it South Canada?“ The man had a point and I for one had the smirk to consider telling Candace Owens what happens next. Especially when we see the Canadian State of Simcoe Monacan which is Ohio, West Virginia, Virginia and anything east of that. The state is named after John Graves Simcoe and the Monacan Indian Nation as per request by the First Nation, any southern state will have a one third representation from local natives. The Commonwealth accepted that requested for South Canada.  At that point will people like Candace Owens shout for the rights of people? I think that scream will be more like it, when the shoe is on the other foot the game changes drastically and that needs to be seen. Iran is playing a long term game and it is not far from completion. It is time for America to take a more active role in the downfall of Iran. If not for the US, then for Saudi Arabia, Israel and several other nations that are being pushed by Iran and even as I believe that they are getting more money, the tactics of Iran are starting to show well beyond the Yemeni borders. When they get of even one attack to the degree they are hoping for, the credibility of the US will drop to below zero. 

In this Patton was absolutely right (Patton, 1970) “Americans love a winner and will not tolerate a loser. Americans play to win all the time” and here we see the stage, the Economic sanctions were the move of a loser watching energy unfold and diminish. But that tactic only works if all participants are driven to that goal and with Iran they never were. That is how I see it, so whilst you wonder what the other states are called in the future, remember that Candace Owens forced Canadian hands, sometimes when we are in the markets we do the one clever thing, we avoid the screaming fishwives. A simple act, especially when the people decide that overstepping lines are unacceptable. But that is not the case is it? The long term actions show that failure and as we take tally, we better take tally of what else we are missing because the removal of 27 camera’s was planned, the question is why. It was not merely to show that the US failed, that the UN failed. That has been a known issue. What do the 27 camera’s allow for? That is the question I have and perhaps it is seemingly nothing, but that is not the case with Iran, is it? 

I will let you figure it out. I honestly do not know at present.

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