Tag Archives: USA

Beyond the laughter

Yup, we get that, we scream deriving howl of laughter as the expression goes. For weeks I have been saying the setting was one that was merely expanding and people called me crazy (now, there is a case to be made that I am as crazy as any loon gets), but in this case the setting is different. You see (at https://www.hotelnewsresource.com/article138012.html) we see ‘Abu Dhabi Hotel Industry Achieves Record August Occupancy’ and that is less then 24 hours ago. I stand that Abu Dhabi was on a track to break all tourism records and now I am proven correctly. You see, we are given “Abu Dhabi’s hotel industry recorded its highest occupancy rate for August, reaching 79.3%, according to preliminary data from CoStar. The average daily rate (ADR) increased by 10.6% to AED482.32, while revenue per available room (RevPAR) rose by 15.4% to AED382.25. These figures represent the highest August ADR and RevPAR since 2008.” This shows that Abu Dhabi is on the right track and the numbers will impress others even more and within a year, this is merely seen as average. You see, not only is Abu Dhabi building around Yas Island, Abu Dhabi is gaining global population and even as America should have been countering this with their own options. ABC (at https://www.abc.net.au/news/2025-09-09/australians-with-us-e3-working-visas-hit-with-new-rules/105752706) is now giving us ‘Thousands of Australians living in US face new restrictions on visa renewals’ and the underlying text becomes “The directive, which took immediate effect after it was issued on the weekend, warns visa-holders against the common practice of traveling to countries closer to the US to renew their visas. Some Australians who had made visa appointments in other countries before the change was announced have already had their applications denied at those appointments.” As I said it, it will evoke howls of deriving laughter. It invokes a brain drain and America wants the ‘Americans first’ rule, but when these Americans don’t have the brain power to set this to a workable solution, These people will seek employment elsewhere and that also impacts tourism, because these people will not go back to America for any vacation any day soon. It opens up stages of profit for plenty of places (including the UAE) who is now showing to be a yummy destination for thousands more. You see, the E-3 Visa is limited to 65,000 per fiscal year plus an additional 20,000 for those who have earned a US masters degree or higher. This implies roughly 80,000 people who are now looking for other options anywhere else and they will seek other than American vacation options. 

A rolling stone that starts an avalanche of economic hardship. I wonder how many of them would consider ADNOC, Etihad Airways or the First Abu Dhabi Bank as a worthy employer? Business Intelligence, IT, teaching people all of them are seeking other options I reckon that this will break up a few marriages and then there is the chance that these marriages will all seek a family setting outside of the USA. It would be my idea for the UAE to start poaching these people on an E-3 Visa. They get to pick the cream of the crop and it might be an idea to do this before corporations in the EU figure out the deal they could be having. There is of course the other place (Dubai) and the people at Emirates NBD, DP World and The Emirates Group could see the impact that they could have poaching E-3 visa people. For them they are looking at a pool of people who have been vetted in many ways already and that could be easy picking for them. Of course this is where the evil sneaky person in me is setting the premise to a Google advertisement on browsers and in LinkedIn applications to get people with an E-3 Visa to offer them a way out. I reckon that they might scoop a little over 25,000 worthy employees in under a month. Not a bad deal for the UAE.

It is with great joy that I bring the people the old expression of the grass is always greener on the other fellows grave, or there are a number of expressions that celebrate the additional blunders that the American administration is making. So as I was shown last week that the tourism drain is set to the $60 Billion (I expected this to go to somewhere in the 80-135 billion range, we now see that aside from that, America is now invoking a brain drain of over 60,000 people.

So, not to kick a dog when it is down, this is all the doing of ints own administration and as the tourism articles are saying that Canada is still happy to avoid America, we see that overall nations in the EU, Asia and Commonwealth are basically all avoiding America. I saw last week that for the first time in history China has a more positive appeal than America has. So there is that too.

As I see it, These people could explore their options at https://u.ae/en/information-and-services/visiting-and-exploring-the-uae

Have a great day and try not to be negative over the dumbness of the America administrations. When one door closes another one opens. 

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In other bad news

That is how it reads, is this the reality of things? That remains to be seen, but as I see it, there is a rolling effect. A news source gave me this morning that IndiGo is starting two new routes. One between Abu Dhabi and Visakhapatnam, the other one is between Abu Dhabi and Bhubaneswar. They represent populations up to 3.2 million people, and that is the direct surroundings of these places. It is important to see that, as that implies that the setting that I predicted that America will lose more and more tourists is starting in this kind of situation. You might give credence to the ‘mumblings’ that this will soon pass over, and perhaps it will. But the direct setting is that those that rely on their one vacation a year, they are choosing Abu Dhabi (and Dubai) over American destinations. So when you decide to trust ‘The US tourism slump that never happened’ (source: Financial Times), or perhaps ‘Desperate U.S. Hotels And Tourism Operators Continue ‘Come Back’ Deals For Canadians’ (source: The travel) you are looking in the wrong direction. Yes, in a few years travel to the USA will bounce back, it is the next three years that matter and in the meantime the UAE is gaining traction in many ways. And over the next three years it will develop into a main destination for the better part of the globe. In the meantime America will be bleeding losses on all sides. And when the bounce back ‘fails’ or more precisely is delayed. The losses for America will merely add up to a lot more. 

That is beside the larger setting. You see, Visakhapatnam was in 2020 a finalist in the Living and Inclusion category of the World Smart City Awards. As such travel is interesting both ways, it also has its own share of beaches and it is the 5th busiest port in India, as such commerce is likely to blossom between the two nations. As for Bhubaneswar, is a hub of sports and IT in the country. As such there is a larger interaction possible between the two places. All options that are now a moot setting for the EU and America. And the fact that IndiGo is a low cost airline, the tourists cluster that will have the UAE on their international dreamless will increase rather sharply. We might look at all the ‘wealth’ that travels. But for every wealthy traveller the UAE sees, there will be 50 non-wealthy tourists and this amounts to a lot of visitors. I reckon that IndiGo is merely the first to see that influx of tickets sold. I reckon that by late November everything Indian who dreamt of seeing a Formula 1 race with his or her own eyes will flock to the UAE and that is just for starters. As I see it tickets for Yas Island will be the hottest ticket of the year. With all the extras you get to enjoy, the need for hotels and especially low cost hotels will explode in no time flat. 

Just two settings that America is currently missing out on and for the next three years. Have you considered the impact that VISA’s and ‘integrity fee’ options that America thought to help to guide them through. And more bad news in this category (as stated by some for 2026) are discouraging more and more tourists to America and now they have a stellar place to go from March 2024 onwards. And now the setting becomes that more and more are discouraged to visit America as it is seen. The larger setting becomes that Saudi Arabia will from 2027 onwards the next competitors for all these tourists who need a place to go. I reckon that some will chose China as a destination, but the numbers on that remain speculative and is not supported by factual data at present.

Have a great holiday to come in 2025

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Lies of the present

That is what I saw hours ago, lies of the present. We all know that tourism in America is down. The strongest influencer in this is Canada and the impact is larger. There is Flight center with the $100M income wallet bash. But no, here is the Financial Times giving us this ‘presented truth’ 

So, when we see another source give us “The tourism industry in the United States is witnessing a notable downturn, with a 17% reduction in European visitors in March 2025 compared to the previous year. This decline is alarming, given the tourism sector’s contribution of approximately 2.5% to the U.S. GDP. The decrease isn’t limited to European visitors; the overall number of foreign tourists fell by 12%, marking a significant drop since the post-pandemic recovery period of 2021.” As such, we only see the little text the FT gives us with the headline ‘The US tourism slump that never happened’ and that is it. I didn’t read the article because I never paid and this is how the FT leaves us hanging. And in light of this ‘debatable’ presentation towards income, the Financial Times can be accused of nearly anything. The downside of throwing teasers to the public to gain fees. With the text “Leading travel industry players are expressing concern over declining interest in U.S. destinations among European travelers. Accor, a French hotel group with a significant presence in the United States, reported a 25% decrease in summer bookings from Europe. Similarly, Voyageurs du Monde noted a 20% drop in bookings since the onset of the current U.S. administration, reflecting a growing disinterest among European tourists.” As such, what slump never happened? So whilst we read “this shift signifies a broader sentiment of dissatisfaction with U.S. policies and highlights the need for a reassessment of strategies to attract European tourists. Industry leaders emphasize the importance of addressing international perceptions to rebuild confidence in the U.S. as a welcoming and diverse destination”, whilst other places (like Abu Dhabi) is showing themselves like a more willing host to tourists all over the world. What possessed the FT to give us this (unread by me) article? As I see it, you cannot play ‘upside’ boy using presented advertising without getting hurt. The Financial Times Is according to some “a renowned British daily newspaper and digital publication that provides in-depth coverage of business, economic, and financial news on a global scale” So what does that bring us “Despite fears of a sharp downturn amid foreign visitor boycotts, the sector has had a decent summer”? In a setting where we see places like NPR gives us ‘Far fewer Canadians are visiting the U.S. this year, new numbers show’ with the added text ““It’s tough, because we’ve developed this relationship with the cross-border economy,” Dame said. “And now here we are, the rug getting pulled out from underneath us.” New data confirms that far fewer Canadians are making trips south. Canadian residents made just 1.7 million return trips by motor vehicle back into their country from the U.S. in July, a nearly 37% drop from the same month in 2024, according to a report published this month by Statistics Canada.” So how exactly is this ‘the slump that never happened’? Then when we see ““It’s a decline that’s not stopping things from happening, but it is affecting the revenue that people are collecting,” she said. The U.S. saw 20.4 million visits from Canadians last year, making Canada the top source of international tourists to the United States, the U.S. Travel Association reported. The group said in February that those visits generated $20.5 billion in spending and supported 140,000 U.S. jobs.” I see that as a slump and it is happening all over the place (Florida is a ‘great’ example), my issue is that America can be delusional all it wants to be, but when the media is catering to certain aspects like catering to big corporations and big tech, they are hindering the truth from reaching us. A nice example is the Chinese mega corporation Evergrande, who crossed all three red lines, resulting in a liquidity crisis and its later insolvency. In summer of 2021, payments due on its debt, estimated in the hundreds of billions of dollars, resulted in the Evergrande liquidity crisis. So how many people were hit by that setting? How many people are investing now on bed and breakfast investments in America will be seeking a Chapter 11? (Apparently only the first 10 chapters are worth reading) We the people are depending on correct news and when we are given dubious articles by the people who used to inform us, what hopes do we have to evade any financial fallback? 

It is about the accountability of the media, ‘filtering’ information to give us the information that makes us jump as to what the ‘big dogs’ wants us to do. On June 19th 2012, I wrote ‘The accountability act – 2015’ (at https://lawlordtobe.com/2012/06/). It never came, and now 10 years later we need to start asking questions, where is the responsibility of the press? Where is the accountability of the media? And this is not just the Financial Times, it is the bulk of the media that is the question. Can we allow the media to play courtesan to big tech and big corporations for the need of digital dollars? Have we become that dim?

Questions that are not answered by anyone as the political players hide behind the ‘game that is played, as business as usual’ whilst they are all arranging the chessboard like a game of blindman chess, with only big business getting to see both chessboards and depriving us of the real deal. So how is that valid? Because when the setting is that we need to pay to see it all, and they deprive us of a fair view, is that not some form of discrimination? What happens when an audience of billions see that big corporations made themselves the royalty they were never supposed to be, that they replaced real royalty in places they could and as they lived through the settings of ‘live like presented’ and than change the presentation so that only ‘they’ could remain is not a way to live, not for the others. And this has been going on for decades, all presenting ‘partners’ having each others back. Often hiding behind ‘the people have a right to know’ but in the underline it is given in the way of ‘the people have a right to know what we want them to know’ and as such the filtering goes on and now that the economies of this world are in turmoil, the cracks start showing. You see World Association of Newspapers and News Publishers represented over 18,000 publications in 2011, and Wikipedia notes that in 2005 there were approximately 6,580 daily newspaper titles globally, with 1,450 in the U.S. alone. There is no real up to date number. But consider that there are 340 million people in America, there are 1450 newspapers, which means that there are 234.5K readers per newspaper (through pig latin analyses) but that is never true, as such they ALL want to get their advertisement money, that is the rule of newspapers, not the news, the advertisements. And as the media exploded in size, it stood to reason (their reason) that this income increased, it did not. So as more and more were deciding that chasing the digital dollar was the way to go, the intent and the credibility of the media decreased. As advertisement evolved and digital advertising was the next new thing, the media exploded into the field of exploiting digital advertising. And here the setting changed. As the media is now ‘depending’ on that setting, the news takes a turn for the bad of the land and can now be influenced by big business and as such we get the setting we see now all over the place. People like Murdoch live of this venture and it is their right, but the larger media, the media that is ‘depending’ on credibility, what about them? I am not saying that all media need to adhere to ‘old’ standards, but we now have an issue. When we are given ‘the slump that never happened’ all whilst we see others give us ‘US Tourism in Peril as Decline in Foreign Visitors, Soaring Visa Fees, and Stricter Travel Policies Drive Away International Travelers’, so did the slump never happen?

I’ll let you decide. Have a great day.

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The small stuff

That is where we need to look, the small stuff. In the first there is the BBC, who gives us a story that seems nice in one setting, but in the other setting we need to ask ourselves serious questions. Now as a warning I need to give you a fair warning. I am a person of ‘decent’ taste. Yet in tis universe you have people that are ‘allowed’ to give fashion knowledge and I couldn’t be further away from that cluster anywhere else in this universe. So, when you seek fashion advice. I am not part of that cluster, so be aware. As I said the BBC has the first setting (at https://www.bbc.com/news/articles/cp8zwdy98k8o) where we see ‘Claire’s falls into administration with 2,150 jobs at risk’ and the hidden gem is already there. You see when we see “Fashion accessories chain Claire’s has collapsed into administration in the UK and Ireland, putting 2,150 jobs at risk. The company has 278 shops in the UK and 28 in Ireland but has been struggling with falling sales and fierce competition.” Now consider a simple truth. 278 shops. Now it is seen as a little speciality, yet how many fashion accessory shops are there? Now consider that there was a setting that the quality of life would be dwindling down as it has been for around 20 years. So in what universe does it make sense to have a cluster of 278 shops? In a world where there are “Over 10,000 businesses in the broader Clothing Retailing sector. This includes everything from large chains to smaller boutiques and specialized stores.” So, this has been going on for the better part of a decade and Claire’s could have been dwindling down for half a decade, but they didn’t and now they collapsed into Administration and put 2150 jobs at risk. So, as we are now given “Caitlin, 21 (left) and Amy, 16 (right) from Oxfordshire were shopping at Claire’s in central London on Wednesday and said the news was “quite sad because people have been going there since they were little. It’s a part of my childhood personally, said Caitlin, said she used to go a lot when she was around 11 years old.”” So, how was that realistic? I get it, we all want our knick knacks and that cluster can be found on both side of the specter of genders, But as we see it this group largely caters to one gender. This is not an issue, but with the dwindling down of the quality of life you cannot hide behind “But it is only £5-£7” in an age where many people have to turn over every penny to make it through the month. Don’t think I am ‘heartless’ (I kinda am) and people should be able to afford that once a month, but that is a far stretch from ‘once a week’, as such the setting was already a decrease of 75%, as such steps had to be taken years ago, but the ego of the people behind Claire’s had to intervene years ago. So what gives people the idea to make a ‘terrible’ setting from this?

The (sort of) hilarious stage from “The move in the UK comes after it filed for bankruptcy in the US earlier this month, where the firm said it was suffering from people moving away from bricks-and-mortar shops. The firm has $690m (£508m) of debt.” What were these ego trippers hoping for Unicorns? The setting from a $690 million gives a straight setting to my point of view. So whilst it is nice to give two people a voice, the setting is that every woman from 15-21 should be handed £5 to spend at Claire’s and when you see that isn’t possible you can clearly see that the people behind Claire’s should have acted years ago and not hide behind the wish for unicorns. Not when you are a mere 2.78% of a group and you are $690 million in debt. Seems a little short sighted doesn’t it? So, when we get “Claire’s and Icing, and is owned by a group of firms, including investment giant Elliott Management.” We might consider the setting that investment giant Elliott Management had made a silly investment in an economic downturn of the people. Some win, some lose and they lost. It is as simple as that.

In that same setting the ending of the article is sort of hilarious when we consider ““A lot of that category is sourced from Asia, and any increase in import costs hits hard when your price points are low and margins are tight,” retail analyst Catherine Shuttleworth” It isn’t merely that, the setting is that there are less pennies for the cluster they were aiming for, for over a decade. I am willing to go one step further. This step could have been predicted since 2008. I am willing to lay a bet that people at Elliott Management would have ‘stated’ “This will turn around, the economy is expanding. Wait and you’ll see” That is my speculated view, and I am seemingly right, to wait until there was a debt of $690 million could be construed as evidence. 

So this is the first story, the second one is given to us by CBC. I have written about this side for over two weeks and here I have a few issues. The story reads correctly and I have no issues with the story itself, but it also hits on a few sides that has ‘shortfalls’ (as I personally see it). The story (at https://www.cbc.ca/news/world/las-vegas-tourism-canadian-slump-1.7607707) gives us ‘Las Vegas is hurting as tourism drops. Are Canadians behind the Sin City slump?’ There is a larger setting and we love to take credit at times as it is the right of Canadians. So when we see “Las Vegas is in the midst of a slump, with the number of tourists down sharply as Canadians in particular avoid Sin City amid bilateral bad blood over trade. The total number of visitors is off more than 11 per cent year-over-year, according to data from the Las Vegas Convention and Visitors Authority, one of the most dramatic declines in recent memory outside of the pandemic.” After which we are given the numbers of “Drop in Canadian air travelers to Las Vegas” and these numbers are swallowed whole. My issue is that there we see less than 100K visitors, that’s fair and it matter, but the other side of the equation is that we see a top of 11%, so at what point do we get to the point that these 11% are in no way to be seen as the ‘hardship’ given to us, unless the 11% is a lot bigger than anticipated I reckon that we might see an 11% loss as Canadians avoiding Las Vegas and they are merely a small group of a much larger issue. If we now see a $15,000 bond for tourists, which might give us that 80% of all foreign tourists are avoiding America. You see, 89% of tourist should support the larger setting of Las Vegas, unless someone was living under the assumption that Las Vegas could continue to support itself with 92% filled. Now we get the betting place long out on a mere 3% shortfall, not the best betting setting for ‘the’ house, is it?

So when we are given the stage by MGM Resorts president and CEO Bill Hornbuckle said the number of Canadian visitors started to fall earlier this year and they hold some of the city’s top properties, such as Aria, Bellagio and the Cosmopolitan and part of the NHL rink, T-Mobile Arena. A dire setting for a company relying on 92% filling and coming up short 3% of that number. I reckon that more than one person are on the betting stage of numbers and when you come up short over the whole range by 3%, you will toll the bells of panic. 

Yet then we get the ‘goods’. You see, the numbers do not add up. We are given “As the director of the university’s business and economic research centre, he crunched the numbers and found Canadians contributed $3.6 billion US to the local economy last year. Canadian spending supported some 43,000 jobs in the region, more than those employed in the manufacturing sector, Miller said. That $3.6-billion figure comes close to the economic output of the local Nellis Air Force base — and that’s saying something, given it’s one of the largest and most important military installations in the U.S., with some 15,000 personnel.” In the first setting, some might find the ‘observation’ of “he crunched the numbers and found Canadians contributed $3.6 billion US to the local economy last year” I reckon they had to have these numbers clearly ahead of schedule as it sets the advertisement budgets (nearly everywhere) and if the loss of these numbers are set to 11%, the news is much worse than we get and the setting of Las Vegas is likely more dire than we are meant to believe. It implies that Asian and European visitors are connected to this and the losses are worse than given at present. And my view is warranted by other views. A source gives us that “Passenger volume at Harry Reid International Airport also declined 6.3%, from 5 million to 4.7 million” that number implies that the numbers are down from one source by over 300K visitors. I reckon that the bulk of tourists would come by plane. Another source gives us “Visitors to Las Vegas mainly come from Mexico (989,000 arrivals), Canada (886,000 arrivals), the United Kingdom (482,000 arrivals), Australia (152,000 arrivals), and Germany (125,000 arrivals).” That sounds nice, but the (as the expression goes) whales from Asia is the larger setting and when they stay away Las Vegas hurts a lot more. These 12 people represents millions of dollars and a decadent lifestyle. When that falls away the pressure isn’t merely 11%, it is a lot larger. The setting is a lot larger as we don’t have anything passed November 2024 yet and that is the larger setting as we get the larger stage of Visitor volume and convention attendance. I reckon that in Q4 2025 we are likely to get to see the larger downturn and when we get to losses of whales the larger truth of what Las Vegas is losing in income. As I see it, there is a larger truth behind the second part of the headline ‘Are Canadians behind the Sin City slump?’ I think they are part of it, but there is a larger truth hidden, America (basically its president) gave us all a headache and the fact that there are larger settings in play make it clear to me that it isn’t just Canada, there are more settings in play for Las Vegas and the news is a lot worse than anyone is willing to admit. The simpler setting (a highly speculative stage) that the loss of 100 Asian Moby Dicks represent almost the entire 11% loss that Las Vegas sees as represented, so the losses are a lot worse than given at present. When you consider that the ‘panic’ we see is more represented by 22% loss, a stage no one in Las Vegas wants to admit to is driving people like Bill Hornbuckle to near desperation, especially as his bonus is likely linked to ‘continuance’ of revenue.

So my speculation might be wrong but it seems to make sense. But I need to emphasize that my view is speculative.

Have a great day and don’t put it all on number 10 (it is crowded by labor). 

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The setting stage

There is a setting stage is sight, but is it truly a sewing stage? It is a valid question because these things matter. This who only see doom tend to be conspiracy sayers, not conspiracy slayers. We all have the rational of insight, but to what degree?

As I said in ‘The Implied stage’ five days ago (at https://lawlordtobe.com/2025/08/06/the-implied-stage/) that the expected damage to American Tourism would be a lot worse than $29 billion. I speculatively expect it to be at least 80 billion. Now we get in the first instance mere hours ago (at https://www.news.com.au/travel/travel-updates/las-vegas-tourism-figures-plummet-as-potential-us-downturn-looms/news-story/1a3f72933d35041549684453c0756cc2) “The figures coincide with a downturn in international tourism to the United States and come amid President Donald Trump’s intensifying trade war, which has frustrated travelers. Las Vegas saw around 400,000 fewer visitors in June 2025 compared with the same month in 2024.” This is only at the halfway point so the damage is still intensifying. We are seeing this in several articles all over the internet. Then we get, AS (aka Diario AS S.L.,  at https://en.as.com/latest_news/these-states-are-feeling-the-pain-the-number-of-canadians-travelling-to-the-us-has-dropped-by-more-than-30-n/) giving us “Data from Statistics Canada shows the number of people driving back to the Great White North from the U.S. in June was down 33.1% compared with the same month last year. It was the sixth consecutive month in which a year-over-year decline was recorded. As for air travelers, the same figure dropped by 22.1%.” Lets make this clear, this is just Canadian data, I reckon that globally there is a clear slump and the whole of America is feeling that slap and even as it is not everywhere as bad as it is, the impact on tourism related settings is massive and they all have to pay monthly bills. This is the the largest unexplored setting. So as News also gives us “The city’s fortunes, buoyed by its large gambling market and appeal to travelers with disposable income, are often seen as a bellwether for the broader US economy.” The one fact that is not seen here is that these hotels made investments and in that setting payments are due. So as we ignore the fact that these hotels might be going short for at least a year, we get a edited setting. A setting  where Las Vegas (and other places) will drain whatever they bring to the banks to overcome these shortfalls. In addition we are given ““This is a wake-up call for the US government,” said Julia Simpson, president of the World Travel & Tourism Council. “While other nations are rolling out the welcome mat, the U.S. government is putting up the ‘closed’ sign.” The Trump administration did not immediately respond to Axios’ request for comment. While some industries have benefited from the tariffs, others have struggled and may be forced to pass costs on to customers. Some travelers have also pledged to avoid visiting the United States as a form of protest against the administration’s policies.” It is the last sentence “Some travelers have also pledged to avoid visiting the United States as a form of protest” I would be in this group as I take offense of our Canadian sisters (and brothers) being seen as part of the 51st state, as do most Canadians. Then there are the LGTBBQ groups that took offense to Florida taking a hostile stance on their lifestyle. Yes, I was making a funny, I don’t understand these groups, but I am not hostile to them. I don’t become violent to them, I tend to deflect with humor (or what I consider to be humor). 

That is the larger setting we all should have. There are too many hate groups all over the map. Anti-Semitic, Islamophobic, racial groups, the list goes on and as America showed that they were not ‘welcome’ they and their friends took offense and decided to go somewhere else. Now this might not amount to much, perhaps a 2% impact, but these are merely 3 groups and now we get to 6% and as they have larger groups of friends the impact merely increases. And friends are a weird group, they tend to feel that they do not want to be seen as ‘offensive’ to their friends and as such they have no problems with realigning their destination. As such Canadians go somewhere else and so do the Europeans. When you consider these elements there is no way that this damage is limited to $29 billion. And as they leave America, so will bed and breakfast places look at 30% less guests. They will suddenly have to fire staff all over the place making this tumble-block events all over the place. So, whilst we tend to focus on Orlando and Las Vegas as the impact is sene the clearest there, but take the larger tourist traps like Los Angeles, San Francisco, New York, Chicago and Miami they will all feel the pinch and the escalating of a downturned economy. 

Yet it isn’t all negative. Gambling News (at https://www.gamblingnews.com/news/las-vegas-casino-boss-challenges-claims-of-tourism-downturn/) gives us ‘Las Vegas Casino Boss Challenges Claims of Tourism Downturn’ I don’t believe he is right to the larger degree, but he makes a fair point. He gives us “Circa Resort & Casino CEO Derek Stevens argued that claims of declining interest in visiting Las Vegas do not apply across the board, describing the broader “Vegas is dying” narrative as overstated”, as well as “The Las Vegas Convention and Visitors Authority reports that 3.1 million people visited the city in June, which is 11.3% less than the same month last year. This has led some to think that fewer people want to visit. Yet Stevens said this is not true for all parts of the industry, calling the wider “Vegas is dying” story an exaggeration, reported Fox News.” He gives a fair point and I do not support the thoughts that FoxNews gives us all with “Vegas is dying”. As I see it, Vegas will get wounded, it will lose air, but it will not go down. When it all comes to blows Las Vegas will survive. Still Derek Stevens has a valid point that it will not hit across the board. Some will get hit harder, some less so. I reckon those who diversified their income settings have a much bigger chance to make it through. The one statement I disagree with is “He thought that by next year, both tourism and the broader Las Vegas economy would be on more solid ground.” I disagree because President Trump will at present remain in office until 2029 and if he doesn’t do an about face, America will suffer until at least 2028. By next year some other tourist places will gain momentum in part at present by all the people who took it as ‘an alternative’ will now see that their alternative was excellent and that will drive more people to alternative destinations. So many places will not be dead, but they will suffer the hardship of over-tourism getting replaced by a massive streak of under-tourism and there is a chance that it will set a new record explosion of crimes in America, so they will see what London has been experiencing for 5-10 years. We are given “In London, the most recent crime data (April 2024 – March 2025) indicates a rise in overall crime, with approximately 132.6 crimes per 1,000 people, according to Plumplot.” This implies that a tourist to London has a one in eight chance of getting robbed, or some other setting towards losing what they have. At that point people are reassessing their chances and when that comes to America, the tourist settings will merely dwindle down to a much larger degree. It is a new setting of cause and effect now to a string of domino’s. One domino pushed over the next and the next, but now we get a domino chain effect. The first domino pushes over the next which is up to 50% larger than the previous one, the second pushed over the third domino up to 50% larger than the second domino and so on. This stage is overlooked as people focus on one field but this setting is larger, it affects a lot more and that becomes an increasing scope. This is what I predicted 5 days ago and now we see the domino’s topple. I might have been ‘cautious’ with my $80 billion damage, I know that but as far as I can see it, I got there ahead of media (yet again) and when the people wake up because the media tried to keep them asleep there will be a larger impact. How is anyones guess and I have no clue because this is the kind of impact no one can really predict as there is no data aiding us. So how is AI helping you now? Will it have a meltdown calling itself a failure or will it show that capital punishment is the only solution? The fact that there is no data on this, is why I never considered it a solution, not yet anyway. 

So have a great day and I reckon that you need to look at where your next vacation should be, there is every chance that it will be the last vacation a lot of us will be able to afford for some time to come.

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Wondering about it

There is a stage that I (personally) applaud. I love sarcasm, because when it boomerangs (bites back) it becomes irony and the world at times needs a little sarcasm with loads of irony. And the world helped my out yesterday in the for of an article (at https://www.cnbc.com/2025/07/18/microsoft-china-digital-escorts-pentagon.html). I had heard some of this before, but I didn’t know the source. As such I kept it at an arms length, because I don’t want my disdain for Microsoft colours my blogs into something else, something optionally ‘mismatching colored as hatred’ blogs. The world has enough of those. The news given here is ‘Microsoft stops relying on Chinese engineers for Pentagon cloud support’, so this is how I like my irony, a government with heavy anti-China tainting, sets its cloud support to the people of that very nation. And as I see it, this must have been happening for close to a year, if not longer. So when we think about it, the people who enacted the federal Chinese Exclusion Act of 1882 are the ones requiring the Chinese to do the cloud support of their pentagon (that 5 sided building in Washington DC, erected 1941). A setting where we see the irony dripping of the icing. So what was that anti Huawei feeling that has been going on since 2018?

Oh, the delicious taste of sarcasm in that is almost better than a delicious Tiramisu. Ask such the two key points that are given to us are “Microsoft has changed its practices to keep engineers in China from getting involved in support for U.S. defense clients using the company’s Azure cloud services” and “The announcement came days after ProPublica published an extensive report describing the Defense Department’s dependence on Microsoft software engineers in China” the one settings I find hilarious are ‘Microsoft has changed its practices to keep engineers’ and ‘after ProPublica published an extensive report’. As I see it, if ProPublica had not informed the people, this might still be going on. I wonder if Microsoft informed the Pentagon and the fact that China was actively involved with the cloud support of the Pentagon. And as I see it, buckets of sarcasm and irony are available right here. 

So when we get to “The company implemented the changes in an effort to reduce national security and cybersecurity risks stemming from its cloud work with a major customer. The announcement came days after ProPublica published an extensive report describing the Defense Department’s dependence on Microsoft software engineers in China” where we need to recognise the setting that someone wanted to set ‘The company’ instead of ‘Microsoft’, I reckon just in case that quotes were being used. The setting of ‘a major customer’ against ‘Pentagon’ or ‘Department of Defence’ I reckon a setting none of the players are happy about. So whilst the Pentagon was please to get a cheaper deal, I reckon that handing their settings to China was not in the books. I find this hilarious as Oracle was always going to be the better choice (best choice as I personally see it). 

So we are also given “In 2019, Microsoft won a $10 billion cloud-related defense contract, but the Pentagon wound up canceling it in 2021 after a legal battle. In 2022, the department gave cloud contracts worth up to $9 billion in total to Amazon, Google, Oracle and Microsoft.” So we are given this, but as I see it, the ‘better’ phrase would be “In 2022, the department gave cloud contracts worth up to $9 billion in total to Amazon, Google, Oracle, Chinese Ministry of State Security and Microsoft” (Is that a little over the top?) 

I was never in favor of the entire hatred of Huawei setting, especially as correct evidence was never supplied. So when we see this, I just have to wonder about the entire ‘shortage of resources in. Case setting’ for the corporations Micro and Soft. So is one going soft or is the other becoming tiny? In case you were wondering yes, I am writing this with a bucket of sarcasm on the right and a bucket of irony on the left. 

And how did I get there? Well the next quote gives me that handle “ProPublica reported that the work of Microsoft’s Chinese Azure engineers is overseen by “digital escorts” in the U.S., who typically have less technical prowess than the employees they manage overseas. The report detailed how the “digital escort” arrangement might leave the U.S. vulnerable to a cyberattack from China.” This reminded me of an old joke (80’s) where the long serving man was promoted as head of IT because his son had a Commodore 64. I never get tired of reading that joke.

It is the last quote that gave me the giggle. It was ““We remain committed to providing the most secure services possible to the US government, including working with our national security partners to evaluate and adjust our security protocols as needed,” Shaw wrote.” It is worth giggling to as we might accept the quote by Frank Shaw, the Microsoft’s chief communications officer. Yet the Chinese Exclusion Act of 1882, was before 1900. Cloud computing as we know it now came into ‘fashion’ in the early 2000s. As stated “The concept of the Pentagon’s major cloud computing initiatives began with the Joint Enterprise Defense Infrastructure (JEDI) cloud contract, with the final request for proposals issued in July 2018 and a subsequent award to Microsoft in October 2019. However, the Pentagon later scrapped the JEDI contract in July 2021 and initiated a new multi-vendor approach, the Joint Warfighter Cloud Capability (JWCC), in December 2022, dividing cloud work among Amazon, Google, Microsoft, and Oracle.” As I see it, Microsoft has been supplying information to China as early as 2018. So why is Shaw throwing around terms like ‘Remain Committed’ are thrown around, all whilst this might be seen as a clear case for the Pentagon (and the White House) to throw Microsoft out of both buildings. Unless the anti-China sentiment of the United States is just a farce.

Have a great day and try to see the fun in matters.

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The snag we don’t see

That happens, we don’t always see the settings that open up to us. It is one of the stages of what some call the ‘Aha!’ erlebnis. It is actual intelligence and that is why artificial intelligence will fall short for a long time. Yesterday I had some time to relax and I used it to watch the final two episodes of the October Faction (Netflix). Apart from being totally awesome, I also found the dastardly news that it is a one season only setting. Too bad as it was really awesome. Yet, I digress. During one of these episodes I suddenly had a little brain strain and a few things came into full view. It brought me back to a story I wrote (at https://lawlordtobe.com/2024/01/15/it-was-this-simple/) called ‘It was this simple’ where I had the idea for a new game that was also (in part) educational. Yet last night I had an idea that I was going about it the wrong way. You see, the start isn’t one of the three gods (Hades, Poseidon or Zeus), it is a destination. The idea is to invert that stage and start with pone of the ‘smaller’ gods like Hecate. You see, as I see it Hecate gets its setting from the mortals and animals. So do the other ‘smaller’ gods. As do Apollo, Artemis, Hermes, Hestia, Dionysus. And as we unlock their abilities, we will then get access to one of the three. Or I might am considering that Zeus is only unlocked when all others are unlocked. 

As I see it some gods connect to merely one of the three, some to two gods and some to all three. As I see it this game would need to be replayed three times to unlock it all, but in this game the second game already gives you the areas you unlocked in the first game and the second is not the same, merely a continuation of the first (makes for a challenging lore). And beyond that as I see it, the game will incorporate several gaming styles giving you a larger game and a more fulfilling gaming time. But I wanted more than a hack, slash and pretty picture.

You see, it is merely a setting to a game, but there we also see that we unlock educational parts. What is more enticing than gaining knowledge of classical works whilst gaming? Not the ‘essence’ of a classical work but the full text of people like Hesiod, Homer, Sappho, Alcaeus, Pindar and many many more. I still think that the Amazon Luna, with a link to the Kindle, or even now the Tencent console with a link to the the MatePad Pro or MatePad Air might be an alternative. A setting to see a more inclusive form of gaming and as such un-enabling those with the ‘turbo’ style of gaming trying to getting people in line to more advertising. Short term enabling and set gaming back on the track of a more enabling setting of gaming like Bethesda enabled for almost 2 decades. 

We are all do taken back by the turbo setting of games (especially the young) whilst the more complete setting of gaming is largely ignored and as I see it, there is more to gaming. You see we cannot (in good mind) waste the entire day gaming. I get that, but we can rotate that interest to give people a larger backstory. You see, according to classicist William Hansen: “the Greeks and Romans had all the genres of oral narrative known to us, even ghost stories and urban legends, but they also told all kinds that in most of the Western world no longer circulate orally, such as myths and fairytales.” I want to resettle that lost art. Some gamers have tried to do so in the lore they give us, but they fell short as they didn’t consider the larger stage. It was not their fault, until recently and the promise of the IoT (Internet of things) and the larger stage of Bluetooth we never considered where we could go and that is merely another setting the Microsoft failed to see (they are racking up a setting of missed opportunity) and Google cannot be given this failure as they basically dropped the Google Stadia, which was their right to do so and as I see it, Amazon and Tencent now have a larger stage to become the new heralded kings in gaming. It is not a smooth or even an easy ride, but as I see it they both missed out on gaining at least 50 million gamers. 

So could I be wrong?
Yes, of course that is possible, but what the ‘advertisement’ courtesans fail to see is that the people have had enough of advertisements and that is something they are in denial of as the money is too good. But as I see it, the one who does see it will get a larger setting of gaining the field advantage to this and that is basically Nintendo and Sony. It is the third place that becomes interesting when we see in January ‘Microsoft’s AI revenues up 175%, while Xbox’s results remain disappointing’ (before the builder.ai exposure) and ‘Microsoft’s Xbox Handheld Plans Reportedly Shelved; Company to Optimise Windows 11 Gaming Performance’ (last week) and I reckon that the spin will continue as Microsoft is scrambling to bury bad news as Nintendo is making larger strides into gaming. As such there is space for either Amazon or Tencent to gain the number three spot. This is not a given but massively likely, especially as other news sees my other solution grace the limelight in sight of some Hajj numbers I see roll be and an optional solution that roughly 900,000,000 million users are up for grabs (yet another space Microsoft missed). So as some will see “Asus’ Xbox branded handheld, codenamed Project Kennan, is reportedly on track to launch later this year”, I merely wonder when that changes from later this year to next year and after that it being silently cancelled (my personal speculation). You see Asus also sees the market and the knee-jerk actions from an tariff driven administration won’t last long, especially when Huawei is showing its MateBook Fold and that is making the filtered news. I personally don’t know how good it is, but the larger setting is that the world is watching and now that it is less than 1.2Kg and uses Harmony OS. The first and it is a banger. So when that system as well as Tencent takes the world by storm (which it is very likely to do) we see yet another loss for Microsoft and not merely that, Apple, Sony, Google, Samsung and even Nintendo will see its impact (Sony and Nintendo less so). This was the setting I expected to come about 6 years ago and it is here a little faster then expected. 

This is all important because the advertisers will start losing out and that will stop gamers in their track as their games are less fulfilling. You see ad break gaming is nice in a turbo setting, but when the gamer considers where they ended up being they will want (read: demand) a more compelling form of gaming. This is good for people like Bethesda, Ubisoft, Guerrilla Games (and several others), but (for example in the UK) the 1,801 independent and publisher-owned studios. These studios employ around 75,000 people. The number of studios has grown significantly, with 251 new studios founded between December 2021 and April 2023 it is not good news, because what we don’t see is that these developers are relying on advertisement to make some of their money and when that falls away, these developers will fish behind the net of revenue.

And as I see it, Ubisoft has options in these glasses devices and they could also launch on Sony and Nintendo, but others will have to streamline whatever they thought was an option and others will merely collapse. As I see it, we haven’t see the power of Harmony OS yet but it will come and as America shuns away from that (for the most obvious stupid reasons) Europe and others are very willing to give their economy a boost from what HarmonyOS brings and now that the hardware is out some people will finally get the thought “How can this benefit us?” And that will be the start of a lot more and as I see it, Amazon has the inside track to grow more business (outside of the US) and there lies the setting for them. As some might ‘speculate’ that Amazon would not be profitable without its cloud business. We also see that the shape of the cloud is about to change and that is where the larger money is, because cloud gaming is only gaming in name. It can be a lot more and as I see it, the solutions I gave will become massively and not merely this game (I put it online for a reason) it could start a much larger wave and that is where I see my surf time (perhaps literally so). I reckon that the ‘older’ quote “HarmonyOS, Huawei’s operating system, is designed to work with a wide range of devices, including smartphones, tablets, and PCs. While it’s not directly tied to Amazon Web Services (AWS) in the same way as Android or iOS, you can still use it to access AWS services and resources.” I reckon that Amazon sees that this lack is about to end, because they have a clear goal to increase their visibility and whilst others are taken back, Amazon is seemingly embracing the options it opens up to. As I see it, people will prefer that setting then feeling blue (read: Azure). Yet another field where Microsoft is falling short of soon enough. Their failures do seemingly seem to stack up, don’t they?

We can see the snags we think we fail to see, we can ignore them or we can find away to make it work for us. So have a great day and consider where you could be in 2026 or 2027, because thinking you get there in 2025 is nice, but largely set to economic turmoils of the days we expect them to be according to some media. Consider where some people will END the stage of their products and see where HarmonyOS is merely beginning at present. It makes for an interesting read. Consider that WPS Office (by Kingsoft) its here for HarmonyOS and also on Amazon Fire tablets. Merely two places and as I see it, as this is free software there is a larger stage where Microsoft will end up surrendering market share. So as I said, have a great day. 

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The obvious under attack

I have my own views on settings. In the first I am certain that Hamas needs to be eradicated. It is not for Israel, although they benefit massively. It is the fact that Hamas is the nameless animal that Iran uses to inflict pressured on parts of The Arabian peninsula that do not go their way. And I see that certain Hamas leaders are getting funds from other parties as well. In short, they will attack Saudi Arabia and the UAE at some point as they gain more and more certainty in the world. This does not sit well with Iran. I voiced their eradication as they are likely have ‘tools’ to influence the structural integrity of several parts of NEOM. It won’t be big, just a concrete ‘anomaly’ but one that will cost the KSA millions to fix and it will make them look bad. That is my personal believe and it might or might not happen. But as I see it, under Qasem Soleimani it would have definitely happened. Yet now, Israel is shooting themselves in the foot by setting the premise (according to Al Jazeera, at https://www.aljazeera.com/news/2025/6/1/saudi-arabia-calls-israel-barring-arab-ministers-west-bank-trip-extremism) ‘Saudi Arabia calls Israel barring Arab ministers West Bank trip ‘extremism’’ It leaves me with several questions. So according to the byline we are given “Foreign ministers from Egypt, Jordan, Qatar, Saudi Arabia, and the UAE had planned the visit to discuss Palestinian statehood and end to war on Gaza.” As we take a look at the second article giving us (at https://arab.news/bm5bm) ‘Arab ministers denounce Israeli ‘arrogance’ over blocking West Bank visit’ where we are given “Saudi Arabia’s Foreign Minister Prince Faisal bin Farhan said the Israeli government’s refusal to allow Arab ministers to the occupied West Bank showed its “extremism and rejection of peace.” His statements came during a joint press conference with counterparts from Jordan, Egypt, and Bahrain in Amman.” The question I have is why Israel is involved, they could enter the West Bank from Jordan. The ‘legalized’ setting is that “As of June 2024, 146 (75.6%) of the 193 member states of the United Nations have recognised the State of Palestine within the Palestinian territories, which are recognized by Israel to constitute a single territorial unit, and of which the West Bank is the core of the would-be state.” I actually get that Israel has to be involved, but this setting shows that there is a much larger stage where Israel is getting kicked around and the has to stop and Hamas made this impossible with their hostage situation. Even as they should not be part of this, the shouts of ‘Palestine should be free’ by radicals who have no idea what is happening and this is where they can rely on a million plus anti-Semites, and as their troops are dwindling, they use whatever they can. As such I see that there are issues, but Israels setting to block this visit isn’t helping anyone, not even the state of Israel (as I personally see it). 

Yet the larger setting was opened in 2002 where we were given “However, the “Road Map” states that in the first phase, Palestinians must end all attacks on Israel, whereas Israel must dismantle all outposts.” I personally see that the attacks need to end is essential, the dismantling of the outposts is not. I get that Israel needs to keep its outposts (on Israeli soil), so why is this so hard? They should have seen that 23 years could have been much more constructive if these two parts were kept in the first place. As I see it, in the last 20 years several Americans had ‘their’ view on matters, solving nothing. So why not give this Arabian party of ministers a try in getting things resolved? If Hamas strikes now, they will be building their own coffin and their end is pretty much assured. The second setting is that there are two areas, Area A and B. They are themselves divided among 227 separate areas (199 of which are smaller than 2 km2), this is almost insane. At some point someone needs to back off (implying that this is Israel). These 199 areas makes for an impossible setting and simplifying that might be a first step in resolving issues. So when we see that 11 governorates used as administrative divisions by the Palestinian National Authority, Israel, and the IDF and named after major cities. This setting is shouting ‘disaster is imminent’ and if I get called that I am dead wrong. I will agree, I know too little of this setting to call this, but at times a fresh set of eyes are needed (I am not claiming that I am that view), but I am willing to bet that Egypt (Badr Abdelatty), Jordan (Ayman Safadi), Qatar (Mohammed bin Abdulrahman bin Jassim Al Thani), Saudi Arabia (Prince Faisal bin Farhan Al Saud), and the UAE (Sheikh Abdullah Bin Zayed), they might see solutions that break through some concepts and if it gives the area peace, why block it? 

I personally think that Israel made a bad call in this instance, but then, what do I know?

Have a great Monday, time for me to hit the pasta preparation shelf.

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What’s in a brand?

That is at times the question. Most of the world was to sink their claws into Saudi Arabia and we see all kinds of settings, some speculative, some going for the worst. The truth is that the Kingdom of Saudi Arabia is on the rise. Not merely because they are doing well (they really are), but the massive secondary reason is that they are a no-debt zone, just as the UAE is. So as we se that America is $46 trillion in debt, the EU has a debt of 14 trillion euro and Japan has a $9 trillion debt. Yet as the Telegraph a mere three hours ago gave us all ‘‘Worse than Greece’: The debt crisis threatening to blow up the global economy’ (at https://www.telegraph.co.uk/business/2025/05/21/trump-sparked-debt-crisis-could-blow-up-global-economy/) the truth is (speculative) that I personal believe that America is in a worse state, even as the America administration is in denial and the media is massively avoiding reporting on it. I personally think that the network of Stake holders is con spiritually involved as well. As I see it (based on the work of Cathryn van Kessel) that ‘(Con)spirituality as a curriculum of immortality’ is set to “If we are listening to marketing hype, it seems that—with enough money—we can live longer, healthier lives. These products, however, are often no more than consumerist swindling steeped in pseudo-science and pseudo-spirituality. When viewed through the lens of terror management theory (TMT), mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy.” My personal view is set to the premise of “mitigating the harms of (con)spiritual grifts is more than a problem of a lack of scientific literacy, anti-consumer education, and media literacy, it is a (sort of) given setting that the stakeholders are dwindling the settings of parameters and changing the premise of given values, creating confusing hype settings” This is merely a personal view, but it seemingly fits the patterns we see, or tend to recognise.

So as such we see “Because the assets that the country holds are still far more valuable than the debts. All the land, mineral rights, water, etc.” and this shows the pressures to add Greenland and Canada to America, as such they wouldn’t be considered bankrupt. Another version is “Because debt payments are still manageable” but here time is running out, as such the Trump administration is playing the bully card on Canada and Greenland. But here the dance becomes a problem as Canada is not giving in as it is part of the Commonwealth. And that is why Keir Starmer as Prime Minister of the United Kingdom is being catered to by the EU as the WU is in a similar predicament and the UK ‘re-joining’ the EU, the EU ends up with a credit card that gets renewed value. But the larger truth is that time for these three are running out and as such they are courtesan themselves to the Kingdom of Saudi Arabia. And now we see the larger setting that the article ‘Saudi brands reach $116.8 billion in value fueled by energy, banking, and telecoms sectors’ (at https://brandfinance.com/press-releases/saudi-brands-reach-116-8-billion-in-value-fuelled-by-energy-banking-and-telecoms-sectors) gives us, and the values we see are “STC (brand value up 16% to USD16.1 billion)”, it is number two. Number one is Aramco (of course) and that is oil and I didn’t want to ‘taint’ the setting. After that we get “Almarai (brand value up 20% to USD4.7 billion)” but the third one is the kicker “Saudia (brand value up 34% to USD1.1 billion)” and here is the setting of three out of the ten that these are brands that have a 16%, 20% and 34% growth, totally unheard of in western settings and as such everyone wants in. Wall Street pretty much demand these new settings, but this is not on Wall Street, as such several brands (including me) are pretty desperate to get in. And I have made a few unsuccessful moves and I will totally try to do so again and again. I told a previous boss a few years ago that they had to get there now, now the going is good. But alas, it fell on deaf ears and now as brands in the EU, US and Japan are getting desperate we will see a total new stage of in-fighting and spading their opponents. But as they diminish one another, the Kingdom of Saudi Arabia will get the cream of the crop at a mere 65% of the total value, because the desperate will sucker themselves to get into the game as early as possible, hoping that the going is good early in the game. I get that, I would feel the same way (as a non-captain of industry that I merely my view) and now that China is entering these fields as well, the west is desperate to get in.

And at present we see little to no evidence how three players can have a cumulative debt of $70 trillion dollars. This is $70,000,000,000,000. Did you ever consider that the debt of these three is more than all the gold in the world? How is that possible? Is it because these three have the assets, because the debt is manageable? We think that we can all be a millionaire as long as we can couch up $55,000 in interest every year, but that is a debt without an end date, you pay as long as you live and that is not a realistic setting but these governments are telling you that story with the assistance of stakeholders (who get their own revenue out of that), yet at that point we ned to consider that you are a millionaire at $55,000 plus whatever the stakeholder charges and now it get to be a little iffy (aka yucky). It is a setting that is delusional, as such they all (desperately) need to be part of the Saudi branding, yet as I see it the Saudi’s have another view, you see STC gave us in 2024 “In 2023, we expanded our global footprint even further by acquiring a 9.9% interest in Telefonica and launching TAWAL operations in three European countries. Over the past year, STC Group has focused on diversifying our global offer to connect people across countries and continents.” They gave us that in March 2024, and the sphere of influence of Saudi Arabia is expanding. So whilst by an expected 2029 we might see brand X, but it is fueling STC for a larger and larger slice of the pie. As such it will all be co-owned by the Kingdom of Saudi Arabia and this is not white washing. It is merely business and these stakeholders will turn to the needs of their own paychecks more and more. 

And this is not a dream story, it is not a nightmare story. It is about to become the reality of things and as such our paychecks go in part not to Telefonica, it will go to Tawal and through that to the STC. A simple business setting and for the most the media is will not inform you, it adheres to the needs of shareholders, stake holder and advertisers. 

This is the power of branding and whilst we think that Nike, Lululemon and Jaguar are great brands, there is an underlying setting that the cool car is owned by Natarajan Chandrasekaran (chairman and Managing Director) and Saurabh Agrawal (CFO) (to some degree). And now we see the Kingdom of Saudi Arabia expanding in all kinds of directions. In this I kinda set that stage in ‘An altering stage’ which I wrote on October 2nd 2023. I used the word ‘kinda’ as the focus was China and I wrote “It is a summary and you should read it. It shows several elements that are taking the world by storm. It is not “As shown in the latest IMF annual review of the country’s economy, progress has been most notably reflected in non-oil growth, which has accelerated since 2021, averaging 4.8 percent in 2022. Despite lower overall growth reflecting additional oil production cuts, non-oil growth will remain close to 5 percent in 2023, spurred by strong domestic demand.” We get the goods here, but it is “The economy’s non-oil growth has been spurred by strong domestic demand, particularly private non-oil investment. Sustaining this performance requires pursuing sound macroeconomic policies and maintaining the reform momentum, irrespective of developments in oil markets.” Even if the stage is not revealed, when combined with other views we see that ‘strong domestic demand’ is merely one string from the harp of economy, the harp of Saudi economy. What matters is that larger streams involving defence, technology, construction, tourism and services are ALL moving towards Chinese shores. We see some of it now, but that list is rapidly expanding and the next US vote is 45 days away with them having to brood on a loss of billions and it will be a lot more than 1 billion.” Which was a slightly different setting than the IMF reported on and I saw that two years ago. It is the story (at https://lawlordtobe.com/2023/10/02/an-altering-stage/) which gives the goods, so consider that I had this at that point, so why didn’t the media see this over the last 17 months? Consider that before you lash out and wonder who you should blame. 

Too many of us are kept in the dark and you should wonder why. You see I am not an economist or some savant. Yet I know data and I have parsed data for decades, and I saw a long time ago that the numbers didn’t add up. So wonder how the media could have missed it all. You were merely given slithers of data and until you consider the larger picture (which the bulk of the media will not give you) wonder why and it is not that it was to complex. As I personally consider the setting is that stake holders are part of the deception. Their cheques are too fat, so they like this game how it is played and they have been playing it for years. 

Have a great day and remember, don’t trust all you read, verify the data you are given, even my data. I am not telling you to trust my data. If anything I am a little like Fox Mulder (from the X-Files) and trust no one, not even me. 

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Saudi Arabia goes Hiragana

That is the word, as we read Arab News (at https://www.arabnews.jp/en/uncategorized/article_146218/) with the headline ‘The dawning of a new era in Japan-Saudi Arabia relations’, there is no real puzzlement. As America goes on with its “We’re doing great”, often merely repeated in all the media, the reality is different ‘Too many ‘life long allies and great friends’ are seeking greener fields as they are in deep fear of getting scuttled alongside the good ship fairytale (oops America). So this article was not really a surprise. As we are given “Based on the idea of leading the international community from division to cooperation, I have decided to visit Saudi Arabia, which plays a crucial role for peace, stability and prosperity not only in the Middle East but throughout the world. Saudi Arabia has achieved some remarkable developments under Vision 2030, led by Crown Prince Mohammed bin Salman, through undertaking extensive economic and social reforms, such as the diversification of industries and decarbonization. I believe that it is of great significance that my first visit to the Middle East as foreign minister of Japan is marked by this visit to Saudi Arabia.” This is not a love letter, but a setting of recognizing that Japan requires a more stable friend and optional long standing ally and Saudi Arabia likes the market of 125 million people. Not as much as America or Europe, but nothing to be sneered at and Japan sees the need for this union, if only to do something about the $8.84 trillion debt as of January 2025. They haven’t reached the point of no return yet and whilst everyone merely swallows the “we’re doing great line” Japan knows better and Iwaya Takeshi, Japans current Minister for Foreign Affairs sees opportunity for Japan and as we are given “Japan and Saudi Arabia are strategic partners that are this year celebrating the 70th anniversary of the establishment of their diplomatic relations. Since the establishment of diplomatic relations in 1955, bilateral relations have developed in various fields. In particular, the friendly relations between the imperial family of Japan and the royal family of Saudi Arabia have been an important pillar.” This is continued with “In February, I signed with Saudi Foreign Minister Prince Faisal bin Farhan a memorandum for establishing a strategic partnership council, which will be chaired by the leaders of the two countries. This will be a vital framework to further strengthen our cooperation for the future of our two countries under the guidance of our respective leaders.” You might think this is all simple coating the setting, but it is not. You see Japan imports approximately $84.95 billion a year from America, with as I see it $3 billion in Organic chemicals, half a billion in Articles of iron or steel and $124 billion in Machinery, nuclear reactors, boilers. Items they can get from the kingdom of Saudi Arabia, optionally without tariff and I reckon that in the setting of Vision 2030 Saudi Arabia will be really happy to supply and the latter part will be discussed below. They will not get it all, but that is a setting where America loses another $20,000,000,000 in revenue and they have such a good economy, they can lose this setting, no worries. Well, can they really? 

You see, the second article (at https://oilprice.com/Latest-Energy-News/World-News/Is-Saudi-Arabia-Preparing-for-Another-Oil-Price-War.html) OilPrice dot com gives us ‘Is Saudi Arabia Preparing for Another Oil Price War?’ The setting deteriorates for America. When we see “US benchmark WTI crude is down nearly 4% as Saudi Arabia reports emerge that not only can the Saudis sustain today’s low oil prices, but output increases are likely to be announced next week, for June output, sources speaking to both Reuters and Bloomberg have indicated. On Wednesday, Reuters cited five unnamed sources as saying that the Saudis have no intention of boosting oil markets with further supply cuts, as Riyadh’s budget can tolerate sustained low prices.” This is bad news for America, you see, they rely on the ‘profits’ and resale from the Brent Oil range of profit making and that is about to come under fire, even if it is only 3%-5%, that is a drain of a lot. As we are given “Oil had dropped over 2% amid demand worries and expectations of increased supply from OPEC+, with Saudi Arabia signaling it can tolerate lower prices and may push for more output at the May 5 meeting. Additional pressure came from growing production in non-OPEC nations like Guyana.” (Source: Trading Economics), we need to realise that another drop in revenue will make people relying on this push the panic button (even as Douglas Adams told them: ‘Don’t Panic’), I reckon that is not a venue that America will follow. And as Japan moves more and more to Saudi Arabia, the chance is that more oil will come from Saudi Arabia, as well as a lot more than the three topics I raised. So how much will America lose from their long standing friend and Ally Japan? Even at 10% the slowdown of the $84.95 billion a year will be close to immeasurable. I reckon that it could go up to an estimate max of 30% (which is a little over 25 billion), but add to that the shift in oil, it becomes serious money. As I see it Saudi Foreign Minister Prince Faisal bin Farhan Al Saud earned his daily dose of lamb shawarma today. (It might be chicken shawarma). There is a massive shift happening and as I see it, according to Irwin Stelzer of the Times, America is going strong, so how are these simple ‘facts’ overlooked? Too far in the future? The new memorandum was drawn up in February, and as I see it, these two giants (meaning Japan and Saudi Arabia) could set a beginning to scuttle the good ship America. This is not a given, but in a trade war it will be more than about getting more revenue on one side, it is the other side that is overlooked and as I see it, this partnership could definitely set ill winds to the barometer of the America economy. 

So have a great day and enjoy your Sushi with Japanese Sobacha tea today.

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