Tag Archives: Wall Street Journal

Diànhuà X2 (Xīnchē xíng)

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

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

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

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

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

What was THAT about?

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

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

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

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

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

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

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

 

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That Lion cliché

Do you remember the time when art was about art? Perhaps you remember the studio that had the lion in their logo? I think that the very same lion was also very active in an old TV series called Daktari (1966, CBS). They had on their logo ‘Ars Gratia Artis‘, although some refer to it as: Arse for the sake of the artists, which is not the same thing.

It means art for art’s sake and that ideology came under assault by the Business Insider through Netflix last year (2 days ago), or did it? The article (at https://amp.businessinsider.com/netflix-bird-box-sparks-debate-over-data-in-hollywood-2018-12) gives a very different light on Hollywood. We initially get: “Netflix said its original movie “Bird Box,” starring Sandra Bullock, was viewed by 45 million accounts in its first seven days on the streaming service, a record for the company“, which is a good achievement, considering that there are 137 million subscribers, we get the setting that 30% watched it, something that should be regarded as a huge success. Yet Business Insider does not think so, it goes on with the quote: “Though Netflix revealed the huge number, it didn’t give specifics. How many of those 45 million watched the movie from beginning to end? What were the demographics of the viewers? Those are the types of stats that movie studios and TV networks release about their content“. Here we have a larger issue; those in the cinema, with rare exceptions will sit out the movie in the cinema, in the digital world we get to consider a new stage: how many watch it completely? Just like Google ads on YouTube where the first 5 seconds is ‘free’, or better stated might not be a viewer, and after 5 seconds the person can skip, so that is not a viewer either, these metrics now count towards the greater need to understand the Netflix viewer, because those who start the movie are optionally not actual viewers, so setting the purchase stage towards those metrics will be the downfall of Netflix soon enough, yet in all this, the viewer, including me, we are all new to the Netflix, Stan and other parts, so we get to switch products, like we switch channels and as such, finding what we like is going to be important to Netflix et al. Also, multiple watching might imply that, or another person at the house was watching, or perhaps I merely nodded off after 24.3 minutes only to realise that a comfy chair and warm weather implies that watching is a lot more challenging? In all this metrics, especially top line metrics with demographics will be increasingly important to all these digital providers. Even as we see: “That 45 million number has not been verified by a third-party measurement company in the way TV ratings and box-office results generally are“, we do not realise that for the most, cinemas have an utter lack of these metrics (other than amount of tickets sold, tickets per purchase and date of purchase), so even as Digital channels have more granularity (a lot more), we can debate and even question these metrics on a few levels. I once heard that a friend has his father drop by every weekend to use his Netflix account and keep up on TV series whilst the sunshine lad was at the beach entertaining his tan and swimming ability, so when he got home, he shared a meal with dad and they talk and watched a little more Netflix. So that implies that for that day the metrics are no longer matching the demographics, merely the member graphics, which again is not the same, not even close.

So when we look back at bird box, we see the interesting quote: “she believes that the latest Netflix news is nothing but a publicity stunt and that Netflix’s lack of transparency about data hurts filmmakers“, which is when the wheels leave the carriage in every direction. If movies are about art, why would data transparency be important? How is a vision or art an indication of data requirement? I get the statement, I get the implied stage where the TV industry is now mimicking Ubisoft when they started claiming another Assassins Creed every year. The implied part is forgotten as soon as you read it, but the danger is there. Those makers who rely on data to form the next hit will never ever get one. You see, the lesson that Ubisoft has been learning the hard way is that a game that appeals to everyone is a game that appeals to no one. The sales figures show that flaw, the ratings of games that at $50 million should have been 90% or better get nowhere beyond the 65%-85%, so basically a products that gets a little more than break even, it is a business model that theoretically works, but it will never produce any diamonds. The 78%-81% for Far Cry 5 is a direct indicator of that, some gave it as little as a 60% rating, a total change from the 90% that AC Origin deserved and that supports my thoughts there.

Yet in TV and movies on digital format we see another shift, we see the lack of materials making the makers a little desperate for choices. Even as we see Bird Box as a massive win, we see that choices are now coming at a much steeper investment curve, making the game a lot more dangerous, and it is pushing these analysts towards the metrics of watchers and optional watchers giving them a dangerous step towards anticipated interest versus real interest. Netflix is the most visible player here, but they are not alone. Stan, Foxtel, Canal Plus and a few others will face their own demons. Disney is the safest player for now as they have the best established brand on any medium, yet over time they too need to face the choices of data use available.

For me this data war is important in other ways too, as we see Bird Box and a title like the Blair Witch project in one box of choices, we see the link of mass media towards creating an inflated hype, yet when we look in another direction we realise that gems like Chilling Adventures of Sabrina would lose their footing into getting a place in creating and release. Sabrina is as I personally see it the true approach to ‘Ars Gratia Artis‘, the moment that data takes over, things will fall apart. It is not the data itself, it is the fact that in the first the data is mostly non-confirmed (member versus actual viewer), anticipated issues on re-watching versus actual reason of re-watching and that list goes on, the inability to properly vet data for a whole league of reasons will diminish the playfield and the Ubisoft stage takes over from the actual artistic stage, it could optionally kill a series like Sabrina overnight and will kill a whole range of other series in the same way in their first seasons too. There is other evidence too, the series Lucifer that got canned in one place, got taken up by Netflix and the fans win, in this case Netflix wins too and they deserve to win, but we need to realise that Lucifer is not unlike Star Trek, a series that initially got canned because the executives did not comprehend their fans (the watchers). We can add Firefly, Dollhouse and several other series to that list. I believe that Dollhouse was going towards the place that Westworld is moving on to and that is great, the stories are still accepted and they evolve for the viewing acceptance and appreciation levels and rightfully so, yet how many TV series were lost to us for the same reason? You see, I believe that the wrong approach to data and the non-comprehension (or wrongful use in dashboards) will make this a much larger issue soon enough, and guess what?

This will not be contained to the Hollywood world, the shift of data and dashboards will push into every realm that uses data soon thereafter. You might not think it now, but you all are part of this, it will affect you all soon enough. 5G is not merely a mobile platform, it is a data platform and we will personally see, feel and experience the impact of data. That impact is not theoretical, it is an actual impact. At Cornell University we saw the creation of a paper in March 2018 called ‘Load Balancing for 5G Ultra-Dense Networks using Device-to-Device Communications‘ by Hongliang Zhang, Lingyang Song, Ying Jun Zhang that gives us that to some degree directly. When we consider: “data traffic can be effectively offloaded from a congested small cell to other underutilized small cells by D2D communications. The problem is naturally formulated as a joint resource allocation and D2D routing problem that maximizes the system sum-rate. To efficiently solve the problem, we decouple the problem into a resource allocation subproblem and a D2D routing subproblem. The two subproblems are solved iteratively as a monotonic optimization problem and a complementary geometric programming problem, respectively. Simulation results show that the data sum-rate in the neighbouring small cells increases 20% on average by offloading the data traffic in the congested small cell to the neighbouring small cell base stations

Say What?

I am geting there the long way round, stick with me, it will soon make sense, as such, let’s look at this from another angle so that it makes a little more sense. Here I use a quote “We also know that the capacity (density) of current macrocellular 4G networks will continue to increase in the foreseeable future since there’s still spectrum available around the world that could be used or reused for mobile broadband“, this is a given, actually more than a given as both Cisco and Alcatel passed through the average barrier by 100%, as well over half a dozen carriers are on the average expectation, the other two crushed it by almost 100%, and that was 4G, the game changes in 5G (yes this is still about art).

Now consider that we are not set in metrics, my viewing pleasure never was, even as early as the late 70’s; that means that the metrics never fitted me and more importantly these metrics are failing a larger population to a much larger degree and it will increasingly fail those relying on them, no matter how good the story sounds. This part is important in a few ways. You see, from my point of view (always debatable whether it is correct), we see the flawed Ubisoft formula and consider that the choice fits 80% of all, this might be seen as a good thing. Yet in art the change is slow learned and even as with a video game the initial payment is done, we see a much larger stack of players going towards pre-owned games (for financial reasons). Now consider that in the Netflix et al world, it is not set into a $99 purchase, it is a $15 per month and everyone bailing after a few months will increase the financial dangers for players like Netflix (and others) as they have amassed a multi-billion dollar debt, whilst the people can leave at any time; even as leaving in the first year (or after the first free month) is not likely, especially at $15 a month, that same given part is not guaranteed after year one, so getting the right series up and running is a lot more important. Now that Netflix is no longer the one option and now that Disney Plus is gaining a global insertion, having the right data is increasingly important, we do get that, yet the Netflix data is lot more debatable than some think and this is where the problem starts. There are several indicators that the data is not that great or that complete. Unless Netflix is gathering data incorrectly (read: ethically immoral), which is not a given and there is no indication that this is happening, we have the direct issue with valid data versus non validated data and there is a much larger hiatus in play.

And now we get to the producer Rebecca Green, now we get to look at the part that is important. (apart from her ludicrous believe that Netflix data needs to be more transparent), we need to look at: “My goal is to create original content for wide audiences, but how do I cater to an audience if I do not know what they are turning in to watch?” she said. “‘It Follows’ has been on Netflix for two years, and I have no idea how many people have viewed the film. ‘I’ll See You in My Dreams’ has been on Amazon Prime for two years as well, and I have no idea how many people have viewed the film on that platform. Why share the stats for one film but not the others, aside from wanting to create buzz?“, right next to “Netflix needs to be more transparent about the performance of its titles so that people can better contextualize the data and to help more of these types of movies get made. I Personally believe that an adaptation from Forest Gump is needed: “Stupid is as Ubisoft does!“.

She is implying that she is out to make sure that she will not create a failure, and as such, she is unlikely to ever help create a true blockbuster. That is how I personally see it and so far my view has been supported with the results by Ubisoft several times over, so I feel decently confident on my view. She needs the right dreamers, the ones that dream the new stuff, not data driven, but vision driven. I dreamt the sequel to Mass Effect Andromeda two nights ago and it is still unsettling me today, I hope I never dream in that direction again, this does not imply a success, but it could potentially show to be a blockbuster to a lot of people, enough to take the Nexus for another spin if the investors are willing to take a (likely huge) risk. It is not merely the risk, the state that if they go all in that they are looking at optional sales of 6-8 million copies. That would be the stage where the game gets to approach the billion dollar mark and I am trying to remain conservative there. You see, it is not about the game, it is about offering something not done in gaming ever before, especially in console gaming. So there is the space to truly shift the field onto another track, a high speed track, but to get vested in that, it will cost the makers to get the right software engineers hat can give view to vision and that is a much larger call than some might think. I did a similar exercise with Elder Scrolls VI (not the one that is being made). It was not about a new story, it was about where can we push the story to and more important, how can we instill additional value, for me that has always been the ability to replay a game, not merely watch an interactive story with a few variables. What if we could evolve the game not merely in size, but in the ability to give a game 100+ hours of challenge and fun? In my mind, I gave that setting a whirl with Elder Scrolls VI: Resurrection by changing the nature of the challenge and by adding the openness of the game. Oblivion had done a terrific job initially, but I learned that in the 4th play through that I went for the anticipated goals too fast, I wanted a change that gave the challenge , but removed grinding to a larger degree (removing grinding 100% in an RPG is pretty much impossible). It is done not by adding more repetitive challenges, but by limiting options. You see, in my view a person cannot join all guilds, they can be members of some (until completed), so mages will auto decline Necromancers, thieves will reject assassins and fighters will not allow for thieves or assassins to enter the guild, so you can do all, but not all at the same time giving an additional layer to the gameplay, because at a later stage one guild will be a lot more challenging than before. Having a long term quest, one that goes on over time, even as you are working other challenges is also a path to set the stage and a third one is seen in choice. In my view The shrines were no more, the [main quest challenge] had undone something and we get to choose whether we fix that, and also having to decide what goes where, or continue on the path Tamriel was on, in that stage I have set 5 main quest lines in a different path, optionally giving a severe different view to how Tamriel continues as a nation, whether the initial main quest is resolved one way or another, that is the shape of close to 50-100 hours of additional playtime, will people like that? What happens when you really give the option of choice a new dimension?

I do not think that those bragging on how they cleared Skyrim in 2 hours will like it, but I am not making it for those few, I thought up ES-Resurrection for those who loved travelling in Skyrim (and beyond), those who create additional content and loved the time they had in Skyrim, the true RPG players that want to see it all. That same situation exists on any RPG (read: Mass Effect) and those value art and the creation of art by software engineers and graphical artists, gamers will bend over backwards buying such a game the very moment it arrives.

This is the same for movies and TV series, You merely have to watch fans going nuts on social media regarding Chilling Adventures of Sabrina to see my point proven; in addition, we saw a mere 3 weeks ago: “‘Firefly’ Fans Are Upset That Trending Hashtag Isn’t About the Show Being Revived“, when we see such impacts, we know that something is missed and some of these metrics will merely increase the amount missed by series makers (read: initial funders) and producers (read: investors). In this it is important to see the view of Robert Bianco (USA Today) with: “that Joss Whedon’s most devoted fans will debate and embrace, and a mass audience just won’t get“, that view is fair enough and the makers invest in the series, so as we see that there was a drop of 50% in viewers, it made sense to them not continue, yet a lot of the story was lost in the end. Could this have been prevented if data drove the choices of writing? I do not believe that to be the case, if anything, when we look at the Netflix setting, data would have made it worse; the series might have fallen over quicker. That is the setting for Rebecca Green (as I personally saw it). She might adhere to data transparency, yet there we see the most likely failure to be a choice made on non-validated data making matters worse, shying actual fans away because of adherence to the masses, which in my personal view makes matters worse, not better. Consider that 5 series with an 80% score, what are the chances that overlapping groups of people that end up no liking 2+ series released? How many members will that cost them in the months 13 and onward? In a stage where they invest $8 billion, how many losses will that ensue?

In all this (a very personal view) when we stop adhering to art for the sake of art, we see the path of data driven art and it will be nothing more than mere marketing of brand, viewers created through awareness, a dangerous setting in any form of art, video games have proven that; how long do you think it will take for people to switch away from 45 minute branding shows? How quickly will we switch to another provider? I believe that this stage will be reached sooner than we think. We might still adore and worship Game of Thrones, yet what will happen in season 8? Will it keep us on the edge? I am not handing the same values to GoT as we have had 7 seasons of GoT already, and a following will continue the story for now; more important at what point will see that there is a stage for season 10? Even if season 8 flops, there will be a drive to end the story lines at this point handing the need for a season 9 at the beginning of season 8, yet for new series that premise does not exist, so how can a series survive when it becomes data driven in a stage where the quality of data is debatable to a much larger degree at the very least.

This is not in the same range as the TV series were, it seems that the new digital series are effectively marketing driven and that might depend on data, but in all that, how many people would have given the Chilling Adventures of Sabrina a proper vetting in the initial hours? As the choice of streaming digital TV companies’ increases the timespan given to vet series changes as well. That is where my reference of that 4G paper comes into play. The stage of “Using higher modulations is a proven, reliable, and well-understood method to increase capacity in a given communication channel, but it has clear limits“, you see for people it is not bandwidth, it is time, yet the equation is basically the same, we have a finite 24 hours, minus 6-8 hours of sleep, minus time for food, hygiene, travel and work. Time is an absolute here and many forget that part; it is equally an issue in gaming. That part is even more so an issue as the digital age is trying to get attention from gamers (and vice versa) in the same way, more than you think. Marketing, TV marketeers and investors are trying to create hype’s anyway that they can and it gives an additional increase, but the personal impact is spread all over the board, so these people are trying to get towards data driven solutions forgetting about art to the larger degree and in that way losing an audience to a much larger degree than they could fathom. that is hard to prove in any direction, yet I feel that (when we translate this to movies), my part is proven by Joe Morgenstern in the Wall Street Journal with: “Spider-Man: Into the Spider-Verse; It’s as if everyone had set out to make the best Spider-Man movie ever, which is exactly what they’ve done“, the mere stage of a movie, an animated movie that is showing to be a comic book that has been close to truly been brought to life, I personally hope that Stan Lee had been able to see the final result whilst he was still alive (he might have done that), the fact that his visionary view on comic books took on a life of its own, data would never have gotten us there, it required art to get there, the fact that Channel 18 gave the people: “This may be the first Spider-Man feature to qualify as a great New York movie, drawn from the life of the city rather than outdated stereotypes“, I personally believe that this was achieved with art, not through data, or data as a mere assistant, not a driver.

We might think of the MGM lion as a cliché, but their slogan is still a driving force in entertainment and arts, it will most likely survive the data farmers for at least two generation, it is only when AI evolves through insight leading to wisdom that we will see a 90% appreciation level through data on arts, I doubt I will live that long, but part of me hopes to see that day where the quantum computer is asked what the state of the cloud is and it answers with an image of a Cumulus or a Cirrostratus with a defined point of arrival. It is my personal believe that people like producer Rebecca Green will always have a place in Hollywood, yet they will never become the Whedon’s, the Howard’s or the Russo’s, they got there by artistic vision, yet that too remains the issue of debate, how will the producers and directors see eye to eye on art versus data? It is something we will see a lot more in 2019, as it will drive the digital providers, as well as their content makers to a much larger degree than ever before.

 

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The systemic variable we forgot

We all have moments that are etched in our souls. It can be for the weirdest reason; it might not even make sense to the person when it happens. It sticks with them and what they had not realised at that time what or why, it takes time for the person to realise what the brain worked out instantly in the sub conscience. For me that moment was Stanley Kubrick. I saw 2001 early in life, I saw it in Cinerama and I never understood what I saw, I loved what I saw, and was caught unaware that Cinerama was merely a phase; yet that was not the moment. My moment was ‘the Shining‘. I was caught by the trailer, after that by the movie. I had read the book, but Kubrick had done something more with the King book. That feeling was reignited in me again when they used the movie in a part of the ‘Ready Player One‘ movie.

It is this part that will matter a little further down the line. For now I need to start with the Bloomberg article ‘Coke Names on Bottles Spell Money for Fintech with Data Focus‘ (at https://www.bloomberg.com/news/articles/2018-12-02/data-is-money-for-fintech-that-helped-coke-put-names-on-bottles). The article is 2 weeks old, yet it connects to something that happened yesterday (at https://www.cnbc.com/2018/12/18/experian-to-offer-a-way-to-add-your-phone-bill-to-your-credit-report.html). Even when we ignore the initial part ‘You may soon be able to use your cell phone bill to boost your credit score‘, you see, like many Kubrick movies what you are reading is not what matters. Even the initial quote “Experian, one of three major credit bureaus in the U.S., announced that it will start factoring in phone and other utility payment history into some consumers’ reports early next year, according to the Wall Street Journal.” The second part is a little more to the point, yet still they will not give you the goods, which is “Your credit score is a measure of how trustworthy you are in the eyes of financial institutions. Showing that you’re consistent about paying your utility bills gives lenders more reason to think you’re a safe bet.

It is not merely about paying the bills, which is still a must. It is how much of a product are YOU? You are no longer a person, you never were, you are product for enabling and facilitation, that is all that you are to them. The collaboration of Fintech and Technology is about long term facilitation. As the technology and digital age of marketing reaches saturation, we are confronted with the stage of 4G, ‘wherever I am’. this stage is very important, because wherever you are, you are either ‘an enabling consumer’ or you are not. Those who are not have little or no value to these corporations. It is the second stage of what was called: ‘those who have’ and ‘those who do not have’ and it is now a lot more immediate. The tranche of facilitation is directly important to corporations as this is directly converted to value and corporate drive, and your credit score is a first hurdle to them. Even as they are all about a 700, or a 750 score, we are merely misrepresented. It is the 500-700 range that has the larger fortune for them and that is who they want in their partial view for now; it is facilitation towards a group of corporations. When that falters you are out of the game and you will pay exceedingly more for the same as you are considered ‘a risk’. This is the stage where we see ourselves as this is the first icon towards those getting into the 5G game and those who are told (just like a technology firm recruitment drive), ‘you are not the perfect fit for now‘.

That game will continue and expand to a much larger degree; the companies are expanding on the ‘low-risk’ populations on a global scale. The game for Fintech also changes. As we are presented: “By using Experian Boost, those consumers could see their scores increase immediately after they link their bank accounts. And around 1.5 million consumers with no scores could receive a score“, we are not informed on the change where you in advance hand over your financial data and financial stages, so that those in an early stage can be made enablers to a much larger degree as long as they commit. So the telecom and Fintech are maximising potential to have low risk customers, whilst still charging risk enabled margins to all. For them it is win-win no matter how you slice it. Soon thereafter you will started receiving the ‘pay now, avoid a lowered credit score’, which will at some point translate into imparting ‘mortgage fears’ with any late payment.

CNBC then gives us the next level of ‘misrepresentation’, or is that merely ‘partial misinformation’? As we get “This move is the latest in a series of efforts from credit report agencies to increase scores as lenders look for new ways to assess risk levels“, you see the driving change is not new ways of assessing risk, it is about having a much larger population with credit scores as the three players are trying to be the largest player and here they unite. Experian, Equifax and TransUnion are staging a new setting where they have credit scores upfront, not when it has become an optional issue, but as possible risks rise. It is not merely: ‘overhaul how negative information is handled‘, which now connects to “since the overhaul, which was initiated after the Consumer Financial Protection Bureau found problems with credit reporting, firms have stripped tax-lien and civil-judgement data from credit reports, and millions of collection accounts have been removed. A year after the changes were made in June of 2017, 25 percent fewer consumers had a collection account on their credit report“, it basically gives them the setting that they have 25% less information, when you have a data population of one billion, 25% adds up fast, in addition, as 7 years old data falls off the debt data, having a new method (like phone bills) add it to the credibility of yourself, they get data with rollover capacity.

The question is not merely how just or how dangerous it is, it will soon become a stage of how discriminating it is. And even as that needs to be untangled, the Telecom companies and Fintech are now working together on how to select the cream from the others, making debt risk a valuating currency to add to their profit margins, as life without mobile phones is becoming increasingly important.

You see, you yourself will become the new system variable in all this. You are requested to freely hand over certain data that will identify you as an enabler to these large corporations and a larger facilitator to stamp out the credit value that you have and as such the technological abilities that you are allowed, or offered to be at a certain price. In a saturated 4G market getting the high end facilitators to be technological enablers for 5G matters to all who are ready to cash in, a lot of it and fast.

So when Bloomberg gave us: “Cassin, 51, who runs Experian Plc, has helped transform his company from a credit-reference firm into a broader data and software business. After starting with maintaining vast datasets of personal credit histories, most of its growth now comes from advising big companies on how to monetize the information they have on customers and supply chains, while avoiding privacy scandals” two weeks ago, they gave us a lot more than you realised. Brian Cassin has found a way to set the new stage, a stage he merely adopted from social media solutions like Facebook. Get them to hand over their billing history freely (for optional extra credit rating points) and as long as every bill is paid, he is happy to do just that, it is when the new stage adds other elements, that is when you either hand over more data, or lose credibility points and that is the stage of enabling them. From my data side, I would go with the premise that it is basically a brilliant move to get data. From the other side is that a financial setback will hurt more and when it is staged against your mortgage, that danger could become surreal for the person involved. It is basically a hidden trap that until you step into it, it is not a problem, when you do you will not merely hurt yourself, you will change the surrounding you are in by a much larger degree and the people handing over those details will not realise the trap they offered themselves up for until it is too late.

Matt Schulz, chief industry analyst at CompareCards also gives us: “You are the best judge of your ability to take on a new loan”. That is the part that bites, because more often than not, you are not. When you think back, who hasn’t made the fatal mistake when thinking: “I can buy this now, if I make sure that I only buy …….. next week“, you see, the actual premise is “If I do not buy these …… now, I will have enough money to buy …… next payday“, we do not do that, because we think we can gratify now and resolve later, and when there is a setback, we merely push it forward, which now becomes making the now initial issue an actual problem. We have all done that, and I have made that mistake a few times when I was younger. That is the immediate value for whoever uses that Experian solution as at that point the risk factor increases a lot and it will impact a few more items soon thereafter. It is a very dangerous setting for anyone under financial pressures.

Yet overall Experian is making a brilliant move to upgrade their data value in light of the 25% setback and basically these three players (Experian, Equifax and TransUnion) will upgrade their value by a lot this way. It will not end here, as Bloomberg gives us the thoughts of Cassin with: “Experian also helps protect against identity theft, and it still runs the core credit-scoring business, whose newer services include allowing lenders to quickly assess applications for car finance via text message. It’s also working with Amazon’s Alexa platform to explore new technologies like voice recognition to use in credit scoring“, the new field for Experian will grow as a much more axial player of 5G in the centre of it all. Identity theft will now no longer be merely around those with a stolen identity, their services will become a founding force is what will be the establishment of non-repudiation. As I stated, 4G was ‘wherever I am‘, yet with 5G it will be about ‘whenever I want it‘ and there the threshold of non-repudiation will rise, it is not merely about streaming, data access of what is there. It will be new levels of domotics, smart devices and automatic deep learning solutions, those paths require a level of non-repudiation, not merely authentication. The expert Varun Gulshan has been informing via academic papers the part of ‘Validation of Deep Learning Algorithms‘ and when you grasp that part, you will see the stronger requirement of non-repudiation over authentication, as Fintech is catching on there, the game evolves in a very different path, parallel the same, but in operations needs quite different and requires a much larger comprehension. Even as his stage was about the application in a medical field, its application applies to a lot more technology shores. The stage of non-repudiation (it can only be diabetic retinopathy and/or diabetic macular edema) and nothing else, versus the stage that we see when we consider ‘this could be diabetic retinopathy and/or diabetic macular edema (optional stage for authentication). As we see the evolution in finding the different stage, we see a new level of machine learning; we see a stage with a setting of being able to see the positive, the negative, the false positive and the false negative. The ability to differentiate between the four is actually a much larger difference than most realise. One could argue that we have a stage where the 95% certainty becomes a 98.1% certainty, making the larger risk no longer existent and the 3.1% difference translates to a trillion dollar market of facilitation, spread over the larger three mind you, so as they unite, they also grow their exponential growth in these area’s as we see basic needs being adjusted to facilitation with fees towards the risks that customers virtually pose. I state virtually for the mere reason that this field is basically new, evolved from an origin, but still brand new and all the companies who have ever been involved with invoice chasing will see that impact and they all want to be on board.

That is the system variable that we forgot, we forgot us as a mere variable in what drives our value, not the value that others impact on us, the value that we press for in ourselves, even if the impact is from the outside sources we face every day. Experian (and others) have found a way to charge us for the risk we are towards our value. So when we see an optional $60 for 200GB, we will soon face the option to get it at the starting price of $60, with an additional risk charge. You might think that this will never happen, but it is already happening, and when Fintech evolves the risk pattern, we will pay optional more, or face credit worthiness loss, losing 20 points when we are late with payment, seeing only 2 points repair per month, that is the part we do not see here. CNBC and Bloomberg only give the ‘business opportunity’ and the harshness of risk in the other direction was downplayed through ‘a natural fit for building solid credit‘, a statement that is not untrue, no one denies that. To see that hidden trap, you need to see the economic impact that 2004 and 2008 brought the people and how long it took them to restore those losses, I can tell you now that a large group of people in the US still have not recuperated, even when we realise that most families have mum and dad work 2 jobs. that is seen in part when we realise that at present both parents work full time in 46% of these households, the number is generic and weighted making it to some degree debatable, and some sources indicate that 30% of that group has both parents working more than one job, the latest information gives us that this is based on 2016 numbers, so it is incomplete at present, I personally fear that most politicians are not that eager to dig into that shameful setting, and as I am presenting these facts, we see no clear path that the quality of life is not getting any better for many, it merely becomes more risk driven than ever before enabling an evolving systemic problem to all households.

Technologically it is brilliant and opening many (fin)tech doors all over the place; looking with a humanitarian view, it is not a good thing, we are merely enabling others to degrade us to an algorithm part, something that was already the case, but until recently never to the degree we are about to see.

 

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That crazy thought

Crazy thoughts, we all have them at times, we all think them, we all wonder the ‘What if’ question whether it is valid or not. So when the news hit, among them the line ‘The $6 trillion wipeout in Asian stocks is getting deeper‘ (source: Sydney Morning Herald). I was not contemplating the quote: “Just like that, the region’s equity benchmark erased weekly gains and is now heading for a sixth slide in seven weeks, only worsening the wipeout that already erased $US4.3 trillion ($5.95 trillion) of market value this year“. So there I was looking at that quote, as well as the quote “One thing that might be worth keeping an eye on is data around China’s consumption — car sales fell for a fifth month and and Ctrip.com International joined the likes of Baidu and Alibaba Group Holding in being unable to avoid the economic slowdown. Also throwing cold water on the recovery is the US dollar, which resumed its appreciation as the Federal Reserve signaled it’s still ready to increase rates in December. The strong greenback has been a key concern for investors in the region, as its weakened local currencies and triggered massive outflows from emerging-market assets“. You see, I believe that none of this matters, the excuses like ‘consumer prices steadied amid sluggish demand‘. I went into the ‘What if this was always meant to happen?‘ mode. It is my personal belief that we have been sitting still whilst analysts have been inflating prognoses of economy, whilst they were all humming; it is a bright and sunny day, whilst it was not. We get excited when USA Today gave us ‘Economy adds robust 250,000 jobs in October in last employment report before election‘ on November 2nd. Yet this is news that was merely overdue and way too late. The world has been at a stand still for the longest of times. Millions of US citizens are still overcoming a decade of hardship, many of them lost the bulk of their retirement funds and it will take half a decade of really good news to turn this around. Too many have felt the pain and it is the same all over Asia. We might see news last month with ‘India adds 7,300 new millionaires’ thinking that hard times are over, yet this merely shows the stage where 7,300 clever Indians are getting other Indians doing their bidding, the millions behind those 7,300 people are not in a much better place, they have not been for the longest of times. Those 7,300 will be the foundation of a dozen or perhaps two dozen billionaire over time, yet like in any pyramid scheme, the profits go upwards, the foundation of that pyramid will not see a dime of that and we forget about that unbalanced setting. So as we are all in a stage of happy happy joy joy, the market is relentless in too much upbeat procrastinated prognoses and the market will seek equilibrium. No matter what excuse we see, what term we give to oil, what term we give to car users. The foundation is that every sold car is linked to a person buying it and from the current stage less than 25,000 were able to afford a new car, because the normal monthly expenses remain the same or go up, they never go down. So when we see ‘car sales fell for a fifth month‘, it makes perfect sense, you can up production all you like, yet when the people cannot afford to buy one, making more really makes no sense. That stage is clearly seen in Asia and Europe, in addition, the people in the US don’t have that much extra to spend, even with the new job, their living expenses had been through the roof for 2-3 years and they build either a buffer or go hungry and become homeless.

It all gets to have a hilarious side when you consider the Wall Street Journal (at https://www.wsj.com/articles/peter-navarro-blasts-china-and-wall-street-globalists-1541787254). We see “President Trump’s senior trade adviser, Peter Navarro, excoriated China and attacked Goldman Sachs and Wall Street as Beijing’s “unpaid foreign agents” who are weakening the U.S. leader before his meeting this month with China’s president“. It seems to me that Peter Navarro does not comprehend Goldman Sachs or Wall Street, so as an Australian I feel it is my duty (my entertaining duty mind you) to explain that part in a plain manner. ‘Mr Navarro, these two players Wall Street and Goldman Sachs do not give a fuck about you or your president, they never did! They only care about their bottom line, the annual growth, the profits they do make and their bonuses. It is that plain, and simple enough the board of directors in these two places care exponentially more about their bonus, nothing else matters!‘ I do hope that Peter Navarro comprehends that part, because it has never been different. The American people were sold down the drain in an instant in 2004 and 2008 and those people will do that again and again. It is not rocket science; it is transparent and extremely predictable. So when I see “As a summit with Chinese President Xi Jinping looms at the Group of 20 meeting in Buenos Aires, the economic council is coordinating what kind of trade deal the U.S. might accept from China. It is focusing on intellectual property, agricultural tariffs, forced technology transfer and requirements that U.S. firms form joint ventures to operate in China“, I see no mystery, I see no questions. It is merely the execution of the operational merit that profit brings to these 20 players that is on the table and the US is weaker than it has been ever before. A lot of the IP is not in American hands, the ones that matter are in the hands of IBM, Google and Intel and the US administrations have been able to piss all three off in more than one way, so good luck there. In addition, if the US exercises some ownership need, we will see both IBM and Google moving their IP all over the place making matters for the US worse.

Oh and this was all before we see the current US president in a stage where we see: “France on Saturday attempted to defuse a row sparked by President Emmanuel Macron’s comments about a European army which angered US President Donald Trump“, we can consider that passing of the few allies left is not really a good thing, is it? Especially in light where Marine Le Pen is currently more popular than Emmanuel Macron is the upcoming EU elections. The advantage is only one percent, yet we also see: “Far-right parties, including those supporting a French exit from the EU, secured a combined 30 percent of support“, that is way more than most EU nations are currently willing to be comfortable with. The fact that President Macron has agreed with Dutch Prime Minister Mark Rutte to a union of En Marche, Dutch Liberals and Democrats is optionally one that could backfire in France to some degree and if Le Pen gets to the 40% mark a stage of Wall Street panic would be the consequence making the markets slip even further getting the overall losses to surpass eight trillion before the year ends. This stage becomes an even larger US nightmare as Matteo Salvini enters the stage, and he is siding largely with Marine Le Pen in all this, most likely purely for his own interests as would be expected in Lego Politics, but the impact is still there. This all impacts to a much larger degree as Italy has stated less than a day ago that they will not adjust the Italian budget which now puts the ECB and the EU in a much darker light, this budget could optionally impact the stage in a few European ways and the other nations will be reminded of the Greek tragedy when it overstated what they did not have, whilst we now see Italy not acknowledging the things they do not have, with a similar impact to several EU nations, the consequences could propel out of control and that too will impact greed driven Wall Street. This means that President Trump is going into a G20 meeting with three sets of balls and chains on their ankles, whilst China gets to point out these six balls and chains and remind him that this is partially all his doing (whether that is true or not).

So in the end, he sits in a meeting with little to use, nothing to go by and all merely because the previous 4 administrations all left control of the wealth reigns with Wall Street themselves, how was that ever going to work?

So that crazy thought is now going into the direction: ‘What if we remove the reigns of wall Street?‘ Would that be the craziest idea? In the end it is not going to happen, yet a first step is not the weirdest idea. It is time to take a very close look at those Wall Street analysts and their exectations, even if they ever correctly solve their rounding problem, the people still end up being confronted with a (what I personally would speculatively call) a 1.13% offset from any norm and that made all the differences for well over 12% of the companies ‘underperforming’ in the eyes of Wall Street. When we consider going back in time to 1874 when French economist Léon Walras decided to give ‘Elements of Pure Economics‘, he failed (as these settings did not exist) to give two elements a much larger consideration. The first is ‘behaviour of supply and demand‘, whilst not realising that governments have a required supply and demand and the corporations have a forecasted supply for the expected demand of an international community, which is weighted and rounded upwards sinking the notion of science towards anticipated presentations. So there we see three sets of numbers, all weighted and only after the fact shown as ‘due to unexpected factors‘ graded downwards after the fact giving us a few headaches all at the same time.

So as we see ‘adjusted’, ‘evolved’ and ‘expert driven’ algorithms towards forecasting the fact that there was something wrong with the formula’s in the first p[lace is not set into the stage of punitive prosecution ever. Meaning that these wipe-outs will happen again and again and the next time it hits a group of people that will revolt violently for being presented the invoice that others should have paid for, a stage that is unseen as many are in denial and often merely wiping the consideration away as non-relevant and unimportant. And the idea is not unique, my thoughts, my very own thoughts were proven correctly in 2013 by former Wall Street analyst Yves Smith in her book ‘ECONned‘ and she is not the only one, yet in the 5 years that followed, after all the evidence shown in several ways, the US Administration decided not to act, decided not to take control of the situation, even largely diffusing the danger was beyond them and now we see the stage where we see ‘weakening the U.S. leader before his meeting this month‘, in my personal view Peter Navarro needs to wake up and smell the coffee. He comes from an environment that did nothing for too long.

How crazy was that thought?

 

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Just like everyone else

For the longest of times, I have worshiped Google. I have always been pro Google, and having worked in their offices for a year, being exposed to the options within Google is just overwhelming (and the food is pretty much the best in the world). So what happens when you are shown that Google is basically just like all the other large corporations? What when you wake up to an early e-mail where google advises you on the new Google Home Hub and the Google Pixels 3 (which is appealing even if it is at the price of your soul), yet 150 minutes later, you are shown by the Wall Street Journal that Google is just like every other corporation at present, how would you feel?

I can tell you that an ice bucket of water over your head at that point would have seemed a soft caress in contrast to the rude awakening I was made privy to.

To get the better view, we need to go back to May 2108, where we were treated to: “Google Australia’s boss Jason Pellegrino, who spoke on a CEO panel at Sydney’s CeBIT tech conference today, told the audience there had to be a “utility exchange” for the data a business obtains, adding if there is no trust, it can prove detrimental“, as well as ““That was about a leaky bucket. That data was going to places that consumers didn’t expect, didn’t agree with and got not value out of themselves. “None of these data buckets should be leaky. However, it’s started a discussion about what’s in the bucket itself. The data that’s there has been used to deliver a great service – no one has been sitting there saying Netflix ‘I can’t believe the data that you’re sharing’ – because they are delivering a wonderful service.”“. So as we were given on Monday ‘Google Exposed User Data, Feared Repercussions of Disclosing to Public‘ with the two quotes: “Google exposed the private data of hundreds of thousands of users of the Google+ social network and then opted not to disclose the issue this past spring, in part because of fears that doing so would draw regulatory scrutiny and cause reputational damage, according to people briefed on the incident and documents reviewed by The Wall Street Journal“, as well as “A software glitch in the social site gave outside developers potential access to private Google+ profile data between 2015 and March 2018, when internal investigators discovered and fixed the issue, according to the documents and people briefed on the incident“, so basically Jason Pellegrino (not the exquisite Italian sparkling water) was basically calling the kettle black, whilst we can agree at this point that he had no business opening his mouth in the first place in light of 3 years of hidden software screw ups. It seems to me that both are in equal hot waters. Even if we water it down (not using sparking Pellegrino) into a setting that Cambridge Analytica was doing it on purpose and that the implied setting by Alphabet Inc. is that their software engineers basically did not know what they were doing (to some extent). We can call a fair dinkum, but something this hidden for three years. What optional issues can we expect from the Google Pixel 3, with Android version 3.14159265418 (Android Pie), as well as the Google Home Hub where the consumer is optionally revealing all their daily needs (including the speculatively implied and roughly estimated 54,233 daily attempts to watch Pornhub) with or without the optional keywords Jennifer Lawrence, Kate Upton, Ariana Grande, Shania Twain, Selena Gomez, Kirsten Dunst and Taylor Swift. Yes, that is the data those marketeers are willing to pay handsomely for, not to mention those unnamed parties speculatively involved in election persuasion consultancy projects.

It gets even more interesting that the Home Hub could potentially reveal when a person is at home or not (like on vacation), because there is no one who would want that data, right? Last week we would not have given it a second thought, yet with the revelations in the Wall Street Journal (at https://www.wsj.com/articles/google-exposed-user-data-feared-repercussions-of-disclosing-to-public-1539017194) we now have a much larger issue. It was fun to see the review on the Verge where we see this puppy in action (the Google Home Hub) where the operator asks for the overview of the Pixel 2, whilst pre-orders of the Pixel 3 are happening all over the world, another fallen blobby in all this.

So as we see the turmoil that one of the world’s biggest tech giants will face over the last quarter of the year, we need to realise that you should never meet your idol whilst he is still alive. I reckon that Google Chief Executive Sundar Pichai will be able to hold his cool for the smallest amount when he meets me, but that is presently not a given.

So as well are treated to “The closure of Google+ is part of a broader review of privacy practices by Google that has determined the company needs tighter controls on several major products, the people said. In its announcement Monday, the company said it is curtailing the access it gives outside developers to user data on Android smartphones and Gmail” we need to wonder what is next for the social media people. I actually preferred Google+ as it was less junk driven then Facebook. And it also gave me the timeline as a first instead of the populist drive, which still annoys me in Facebook. So even as some at Google as trying to wane us to slumber, the cold reality is : ‘the company has no evidence that any outside developers misused the data but acknowledges it has no way of knowing for sure‘. That is the immediate setting in this, we no longer know who has our details and we might never know how we were optionally specifically phished and targeted as per 2015, is that not a nice new reality to face?

So as we need to realise “The company will stop letting most outside developers gain access to SMS messaging data, call log data and some forms of contact data on Android phones“, we might think it is no big deal, but this has the data potential to be a lot larger than any nightmare scenario that the UK ‘Hacked Off‘ ever envisioned in their nightmare settings that the press would have been up to, when people with less scruples (not by much though) have been given optional access to and let’s not forget, the criminals tend to be more creative then the law enforcers ever have been (or some of the intelligence services for that matter).

So even as we accept that the Google plus issue is a dwarf compared to the Facebook scandal, it still optionally victimised the setting through: “It found 496,951 users who had shared private profile data with a friend could have had that data accessed by an outside developer, the person said. Some of the individuals whose data was exposed to potential misuse included paying users of G Suite, a set of productivity tools including Google Docs and Drive, the person said. G Suite customers include businesses, schools and governments“.

I am not alone in this, a few hours ago, the New York Times are giving us: ‘How Will Google Play Its New Product Announcements on the Back of a Data Scandal?‘ (at https://www.nytimes.com/2018/10/09/business/dealbook/google-data-products.html). It is not merely that part, we need to consider that at present only Apple has a seemingly clean slate and they can use this to their advantage. It is in the end watered down by the NY Times through “They’re all part of Google’s strategy to highlight the company’s services via hardware (rather than necessarily become best-sellers in their own right)“, they are all still ruled by software and the cold setting here is that it is their software that was incompletely tested and prodded by those who should have done so. I refuse to merely blame a programmer here, it is a much larger problem!

The failing here can be seen in places like Ubisoft, EA Games, Bethesda, Microsoft and several other large developers. The non-stop trivialisation of proper testing and proper timelines to test settings is at the back of all this. It is not merely a lacking QA, it is a non believe in the power of testers and longer conversations in their insights that is here as well. Issues seen in FIFA 19, several shortcomings in NHL 19, AC Odyssey bugs reported mere hours ago and the less said regarding the Microsoft Surface Go the better and the list goes on. These issues shows that Google is part of the entire problem, the quality testing and scrutiny is seemingly not done (or not done to the extent needed), and with the Google Pixel 3 just around the corner, with a lessened confidence level at present, would you at that point trust the Google Pixel 3XL 128GB at $1500, or will you play it cautiously and select the less powerful, but still a large step forward when selecting the Huawei nova 3i 128GB Handset at $600, in this day and age, can we feel comfortable with spending an optional $900 too much? I will admit that there are a few alternatives at that price, not merely Huawei, but the list of quality choices is very small.

The revelation that the Wall Street Journal exposed us to on Monday is probably the most inconvenient that Google has faced in a long time. Even before we see whatever Google has to promote in the near future on 5G capabilities and enabling technologies, they now have a visible problem to address. It is not merely a dent in their armour, it now shows us a Google that was optionally never the knight in shining armour it has largely been seen as, which is a much larger problem for Google then they are willing to admit to any day soon.

Too many are hiding behind hype terms like AI and machine learning, yet the realisation that non repudiation and authentication was required on many more levels where data is involved in all this, is a failing on several levels, predominantly the developers one and it is there that Google will possibly face a very hard time to come.

#Halfwaytotheweekendnow

 

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One economy crises a day

Yes, it is the Guardian that alerts us to: ‘World economy at risk of another financial crash, says IMF‘ (at https://www.theguardian.com/business/2018/oct/03/world-economy-at-risk-of-another-financial-crash-says-imf). So as we see: “Debt is above 2008 level and failure to reform banking system could trigger crisis“, we think that this is a small issue, but it is not, it is however not the real dangers, merely a larger factor. The quote “With global debt levels well above those at the time of the last crash in 2008, the risk remains that unregulated parts of the financial system could trigger a global panic, the Washington-based lender of last resort said” gets us a little closer to it all, yet it is the phrase ‘Washington-based lender of last resort’ that is a little more at the core of it all. This, or in a roundabout mention towards the US federal reserve is not the only part in this. It is the ECB with its quantative easing setting, now at 3.7 trillion, which in light of the Bloomberg article in 2017 (a year ago now) mentioning ‘Some ECB Members Identify 2.5 Trillion-Euro QE Limit‘ becomes a larger issue. With the US national debt at $21.5 trillion the ECB at an estimated €2.4 trillion bonds as per June ($2.7 trillion), we are going off the deep end soon enough. So as people were all in such a state that I was wrong, it would not happen again and that the economy is great. Consider that I warned about this danger several times between 2016 and the latest in May 2018 with ‘Milestones‘ (at https://lawlordtobe.com/2018/05/05/milestones/). Yet all the parties are stating that I was wrong, and several hours ago, the Guardian treats us to: “The growth of global banks such as JP Morgan and the Industrial and Commercial Bank of China to a scale beyond that seen in 2008, leading to fears that they remain “too big to fail”, also registers on the IMF’s radar“. Yes, ‘too big to fail’, or should that be ‘to big too fail‘?

So when we see Gordon Brown getting quoted with: “former UK Prime Minister Gordon Brown said last month that the world economy was “sleepwalking into a future crisis,” and risks were not being tackled now “we are in a leaderless world”“. I found his response slightly moronic as there is no leaderless world, there are merely elected officials who know that they are merely in temp positions and they are paving the way for really nice paid futures. There is a distinct difference there. And in that I am still modestly awaiting my honour degree from the London School of Economics, in a pinch one from the Wharton School of the University of Pennsylvania will do too.

So when we see both “Christine Lagarde was concerned that the total value of global debt, in both the public and private sectors, has rocketed by 60% in the decade since the financial crisis to reach an all-time high of $182tn“, as well as “the build-up made developing world governments and companies more vulnerable to higher US interest rates, which could trigger a flight of funds and destabilise their economies. “This should serve as a wake-up call,” she said“. My response will be: “No Christine, you are wrong! The entire setting of a wake-up call is already 3-4 years too late. You have been unable to nurture the ECB, keep governments awake to get spending under control and the fallout will be huge and the people get to pay for it all“. The one benefit is that too large a population will be going through two depressions wiping out all their savings soon enough and in that there is an actual chance of a new civil war that would spread all over Europe. At that point the life of any politician will be £0.02 at best, once that starts, there will be not merely a Brexit, it will herald the end of the EU and it will impact the US in a most disastrous path, not merely wiping economies out, there will be a lack of trust between the US and the EU that will surpass the distrust levels between the USA and CCCP at the height of the cold war. It will redraw global economic maps to the larger degree. That is also seen in the part when we recollect the June 23rd article called ‘They are still lying to us‘ (at https://lawlordtobe.com/2018/06/23/they-are-still-lying-to-us/). There we were treated to “Greece is once again becoming a normal country, regaining its political and financial independence“, remember that part? So how normal is that country as we are treated to ‘Greek Bank Stocks Tumble Amid Concerns Over Capital, Bad Loans’ by the Wall Street Journal a mere 8 hours ago? So when we see “Investors appear to have completely lost confidence in Greek banks,” economists at HSBC said in a research note. The four main banks— National Bank of Greece, Alpha Bank, Eurobank Ergasias and Piraeus Bank—recently submitted ambitious plans to rid themselves of more than half of their soured loans by 2021 to the banking-supervision unit of the European Central Bank, several bank officials said. Under the new plans, which the ECB is considering, the banks would commit themselves to reduce their nonperforming loans to 15%-21% of their total loans, compared with today’s levels of 40.7%-54.7%“. the article (at https://www.wsj.com/articles/greek-bank-stocks-tumble-amid-concerns-over-capital-bad-loans-1538584978) gives us a lot more, but it shows that the banks are trying to shed the bad loans in as creative ways as possible and in this the governments are as I personally see it part of the problem, they were never part of any solution and the people will get to pay for it all as they were treated last quarter to: “as elderly Greeks face losing up to €350 ($416) per month when new pension cuts are implemented as of Jan. 1, 2019“, I believe that as the Greek banks collapse to the larger degree, as the Greek banks are shedding over 50% of outstanding loans, their value would also collapse as will their prospects and the loss of confidence will only increase the pressures. All whilst payments will still be due and cannot be met as it is staged to be at present. So there is a chance that Greeks will lose 50% more than they are currently losing at present in the next quarter, so we will see that the Greeks will start the year in utter poverty and the rest of Europe is not far behind. The ECB with its badly conceived QE plan has achieved that, so when the people are given that danger and handed the loss of retirement funds, utter rage will not be far away after that.

It was one of the reasons why I kept close eyes on Salini Impregilo. Even as Europe is going proverbially down the drain Salini Impregilo has been making headway on a global scale, foremost in Saudi Arabia and as their projects are kicking off, the infrastructure needs for Saudi Arabia grow. Their needs for dash boarding, reporting and data analytics will rise over the next two years and will require more and more knowledge and infrastructure with any additional building they are assigned. The entire project of the King Abdullah Financial District (KAFD) drew it even further to the foreground, merely because the required concrete levels that can be delivered seem to be at 30%-40% of what is required soon enough. It is an opportunity for Saudi Arabia and the UAE, but also optionally for Egypt. All these shortages ignored for now, yet when we see the image from 2012 and what was required then, and we consider that Neom will require close to 15 times that, where will the concrete come from? And it is not merely the availability; it will be about the proper planning of resources. Even as Salini Impregilo is merely a larger player of several projects, they in the end all need their concrete and where will that come from? So at this rate I expect to see the delays making the forefront news from 2020 onwards. Even as some places are increasing as much as they can afford. I expect it to fall short by a larger degree soon enough and when we are introduced to the heart of the matter. Smart cities will need smart infrastructure and the wiring will be well over 20 times what the entire Boeing 787 Dreamliner fleet required and that is a lot. the skills, the training to get the amount of people fuelling this is short on every level as I see it, so as Europe collapses with the debt, Saudi Arabia gets the option to buy staff cheaply soon enough. No merely getting the knowledge they need. Yet the brain drain to that extent has never been seen before anywhere in the world and that is where the ECB will suddenly realise that the fuel required to fix any acts of stupidity in the last 10 years will no longer be available and at that point Wall Street will wake up getting to live the perfect nightmare. It is not merely that there will suddenly be a boost of economy because there is no unemployment, getting the people trained up will take decades, stopping economic growth right quick and for much too long.

And as other players open up the doors for a guaranteed decent lifestyle, the setting is changing. We see that in the European Pensions last July, a mere 2 months ago when we were given: “European pension schemes are becoming increasingly attracted to the high returns and diversification benefits offered by frontier markets” This is the setting of: ‘more developed than the least developing countries, but too small to be generally considered an emerging market‘, yet as the high returns are estimated, the risks are also higher and there seems to be the risk ‘risk premiums are more greatly affected by political, economic, and financial factors‘ that is seemingly ignored to a larger extent. We see that part when we consider both “MSCI Frontier Market Index is the most widely used benchmark for equities. However, even this is highly concentrated in certain markets and sectors – financial stocks make up 46 per cent and the top three countries make up 53 per cent“, as well as “Argentina, which makes up around 22 per cent of the index, and Vietnam, 15 per cent“. So, now consider that the very same Christine Lagarde treats us to: “The International Monetary Fund (IMF) has agreed to increase a lending package with Argentina by 7.1 billion US dollars (£5.3 billion), seeking to calm markets over the country’s ability to meet its debt amid growing economic turmoil” a mere week ago. Do you still think that I was kidding or merely trying to kick the dead donkey? I am not stating that this is the fault of Argentina. I am speculating that too many parts of Wall Street are banking on the failure of others and it opposes the setting of returns on those seeking success, in this setting the pensions will lose, optionally they will lose every time without fail and the people are left with an empty bag not worth the price of that empty bag. Do you think that people will sit down and accept that? No, they will be beyond furious and the setting of Johan de Witt and Cornelis de Witt blamed and lynched in The Hague, the rioters were never prosecuted. So, there will be enough motivation on more than one level. It is something for the current European politicians to keep in mind, because this could happen again and the setting that the people face over the next 10 years is a lot worse than the ones that the population faced then. At that point, when this starts, I truly hope that those politicians will have the option of a quick getaway out of Europe, because they will not know safety ever again in that place.

So whilst we see the distancing of politicians on all fields whilst trying to drench themselves in non-accountability, whilst they will try the path of ‘It was a miscommunication and we were given the wrong advice‘, the people will no longer accept that as the evening news. They will want their pound of flesh and a bucket of blood and the regard of the value of politicians at that point will have been degraded to zero, and their ‘post life’ Facebook profile image might optionally look similar to the painting of the brothers De Witt as it was in 1672. You might think that it is mere speculation and it is, yet the trigger is not my speculation, it is the message of economic crises after economic crises as the governments are not acting against the banks and the exploiters that hide behind ‘too big to fail‘. The people all over Europe, if not on a global setting as they are mistreated to overly optimistic futures that cannot be met and have not been met for over a decade, you see, if that was actually true debts would have been receding, would they not? The only ones that did that harshly were the Germans and they are indeed in a much better place. It is the difference between being popular and doing what needs to be done and in that Angela Merkel was not about being popular, yet now those Germans are in a much better place than most other nations. It is something for you to consider as you notice your pension is gone and you want to take it out on someone.

so whilst we consider the final line in the Guardian, which was: “Without a rise in investment economies remain vulnerable to financial stress“, we need to consider that the setting is not merely about ‘investment economies‘, it is about the setting where large corporations come in and use that setting to ‘invest’ whilst draining away the gained momentum, so the economy that once was in that stage has been drained and those momentum profits are relocated to other places where ever those boards of directors are fuelling their personal wealth accounts, leaving those nations in a post investment era that is now merely regarded as a consumer fuelled economy whilst those people never gained the better economic standing to spend the money fuelling it further.

A setting where the equilibrium of economics fails as there was never a state of balance, merely a stage of relocating available wealth and the frontier markets are no help, they are merely an optional stage not unlike the CDO issues of 2008, in my view a way to avoid taxation and move whatever they could to a non-reporting nation. Or as one source stated: “the smarter operators no longer use filthy lucre but instead employ modern financial devices such as Interest Rate Swaps (IRS) and Total Return Swaps (TRS) to evade tax“, a setting where some take a 4% loss to avoid 26% taxation, it still wins them 22% and many had to live of a bonus a lot more shallow then that and from a base amount massively smaller than the one moved away.

One crises a day, I wonder what the bad news we will get treated to next week.

#HappyWorldAnimalDay

 

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Iterative diversity never goes anywhere

Facebook has been on the minds of many people, so merely on how to procrastinate (a student thing), some on the value of the company and some are investigating on how data issues were reported. CNet reported merely a few hours ago ‘SEC asking if Facebook properly warned investors of data issue‘ (at https://www.cnet.com/news/sec-investigating-if-facebook-gave-investors-enough-warning-about-data-issue-wsj-says/), the origin is the Wall Street Journal. My issue is at the top when we consider the quote “The agency is looking into how much Facebook knew about Cambridge Analytica’s misuse of data, says a report in The Wall Street Journal“, do you think that any evidence is still there to be found? Even if the brightest minds unite to finding anything, by the time all the proper access is granted, the decisionmakers will be facing a new government resetting priorities.

Now, I get it. That is the job of the SEC. With “The SEC has requested information from Facebook to learn how much the social-networking company knew about Cambridge Analytica’s data use, according to the Journal. In addition, the SEC reportedly wants to learn how Facebook analyzed its risk as developers shared data with others against Facebook’s policies“, we see that the SEC is merely doing its job and even if we believe the meida and some of the revelations that passed our screens, the SEC has a clear directive, merely set in factual evidence. Yet the can of goods is seen with “The SEC is also looking into whether the company should’ve told shareholders about Cambridge Analytica’s policy violation when Facebook found out about it, in 2015“, it is not the game, but it is a setting of the stage. In my view there is doubt that this was properly done. The issue is not whether it happened, it is the setting that we must speculate on what would have happened next, and that whilst there is no evidence that something was done. Not the acts of Cambridge Analytica their part is a foregone conclusion. The issue is as long as there is no evidence showing that the data was sold on to other parties. The value of the company would not have been impacted, which would have negatively impacted shareholders. That is the game the SEC is set with that is their duty and they are doing that just fine.

The question becomes on what stage is speculation of something that might have happened set in actionable consideration two years after the fact, that is the setting and that will be a dry bone as far as I can tell. Still the SEC has a duty to perform and they are doing that. Even as Endgadget goes with “the agency might disagree with Facebook’s perspective and find the company at fault for not properly informing shareholders“, the setting is not a given. You see, the impact of value was after the revelation and after the shareholders were spooked by the fear mongering media. As long as there is no evidence that a third party has all the raw data, the value impact is close to nil. The only impact that the SEC should be allowed to consider is the negative impact of value, if proven that data left control of Facebook and only when that evidence is proven to have impacted Facebook before Jan 2018, only at that point is there an optional issue and there is a second tier in all this. If any shareholder is in both companies, it becomes a little murky, because at that point the shareholders themselves will be up for investigation. Whether this is true cannot be said because the first part for the SEC is proving that the second player actually has the raw Facebook data, in all this aggregated data lacks value and interactions on aggregates data is just too shallow for consideration.

And this is just one of the settings. The second and main setting is the Diversity report that Facebook has presented. The Verge is all about the focus on ‘Change is coming slowly, if it comes at all‘, which is a given in most companies (Apple and Google are optionally the exception). The setting is however no longer just about optional diversity, it is about bankable value and the national patent value that these places have in that setting diversity be damned and Endgadget knows this the fact that they took a page to focus on ‘diversity’ whilst there are much larger fish swimming in the Facebook pond is to some a total mystery. The IP Watchdog gives us another side and a side that in this day and age are actually really important. There we see (as a small grasp):

  • U.S. Patent No. 8732802, titled: ‘Receiving Information About a User From a Third Party Application Based on Action Types’. Issued to Facebook in May 2014.
  • U.S. Patent No. 8938411, titled: ‘Inferring User Family Connections From Social Interactions’. Issued to Facebook in January 2015.
  • U.S. Patent No. 9740752, titled: ‘Determining User Personality Characteristics From Social Networking System Communications and Characteristics’. Issued to Facebook August 2017.
  • U.S. Patent No. 9798382, titled: ‘Systems and Methods of Eye Tracking Data Analysis’. Issued to Facebook October 2017.
  • U.S. Patent No. 9923981, titled: ‘Capturing Structured Data About Previous Events From Users of a Social Networking System’. Issued to Facebook March 2018.

These are only 5 out of a large basket of patents and the issue is not about diversity of staff, it is about the diversity of the population. The setting does not change that much, because changes might be small, but consider that in this case we have an additional 1 TB a day that can now be used very effectively. So even as the Verge reminds us with “Rep. G.K. Butterfield (D-NC) took some time out of a congressional hearing in the wake of the Cambridge Analytica scandal to grill CEO Mark Zuckerberg about increasing diversity at the company, something that Zuckerberg said that Facebook was “focused on.”“, we can take diversity as stated with ‘increasing diversity at the company‘ as either staff diversity or data diversity, I guess that I am going with number two on that one. You see, even as I tipped on ‘diversity’ we all recollect places like Forbes and the Financial Times on how it leads to better profits. It is the reason it reflects on the shareholders on how that notion gives them an on the spot hard on, male and female shareholders alike. Yet, the much larger revenue boost is seen when we combine the setting of the patents, the data that Facebook has and now we get to yesterday’s story, In yesterday’s article (at https://lawlordtobe.com/2018/07/12/seeking-security-whilst-growing-anarchy/), I left a few screws fall all over the place. With ‘Seeking security whilst growing anarchy‘, I gave a title that could be read in more than one way. The part I just skipped yesterday (as the story would have been too large) was seen with “So now we get the setting of ‘who is exactly waging war on who’, or is that whom?“, as well as “the defense ‘laws governing wars were devised with conflicts between states in mind‘ can no longer be upheld“. These were true settings, yet the setting of the data was partially set in “how many flags were raised by that one person, yet now not on 5 tests, but on dozens of tests, against people, places, actions and locations at specific times“, there we see the issue, but there is a complication, the bulk of the people actively sought all use burner phones, they tend to be nervous and do not call, yet they are closely grouped together and that is a first setting. Now consider that for the most burner phones are useless, now consider these people taking hours to keep busy and some will go for the silliest diversion. A diversion like a simple Candy Crush, now take another look at the 5 patents, consider that the burner phone is useless for intelligence, but now reconsider that value when these patents are used, not merely for tracking needs, but reconsider the ‘Eye Tracking Data Analysis‘ add the camera to take a silent image of the iris, it is almost as good as a fingerprint. Now add ‘Structured Data About Previous Events From Users‘. Two of the five added to the billions of users on Facebook and now we have a system that does a lot more, it is the 32% that Palantir inc. does not have, the patents that Facebook has allows not merely for a diversity growth factor, it will be one of the few times that any company had two massive niches in data, when Combined it allows the US to have a grasp of a system that allows near real time tracking of anyone they seek, this system can void well over 80% of the false flags making the data system well over 10 times as efficient than ever before. So yes, we can argue the truth of “Not to worry, says Facebook VP Allen Lo, head of intellectual property. “Most of the technology outlined in these patents has not been included in any of our products, and never will be,” he told the Times in an email” as a master of IP I do know the length that Facebook has been through with patents and he is telling the truth, the product of Facebook is Facebook, that system will not go there, but will be in all kinds of different technical solutions that allows for new methods of data gathering. Even as it is a burner phone, when they take it for a mere leap into betting solutions and gaming procrastination, they will hit some top 10 app of the month and that is when one element of data is connected to the ones that matter for those seeking these really welcome people for personal one on one interviews. And there we see the link between places like Palantir and Zuckerberg (not Facebook). Sen. Maria Cantwell was asking around the edges for a reason, the April interview had another reason, one that I was never aware off (or considered). It seems that she heard water cooler chats on settings of Palantir, this was about a larger issue and the Patents had clearly indicated options for Facebook, it was not about the setting (as she put it) ‘the talent and the will to solve this problem‘ it is given that Palantir knows that Facebook Inc. can become a contender and with the data that could be available, we see a setting where Palantir would be going up against a new player having 500% of the data that the Palantir customer has and more important, Facebook has the patents to partially solve the burner phone issues much better then Palantir ever had the option for and that is a real new path in this field. So as I personally read it, Sen. Maria Cantwell was asking whether Mark Zuckerberg was ready to become a player in this field.

So yes, even as we see that some steps are small (like diversity and torts law), Facebook has an optional setting to take a leap forward, not by a mere length, but by an entire class of data options, which is new and that is where those investigating Cambridge Analytica never looked at, or so we were meant to believe, Sen. Maria Cantwell might be the first through orders or insight to do just that.

That setting is now still under debate, not because of the tech, but because of a case of OIL STATES ENERGY SERVICES, LLC v. GREENE’S ENERGY GROUP, LLC, ET AL. No. 16–712 (decided April 24th, 2018), this case changes the game all over, because until overruled by the US Congress, we now have a setting where we see that the possibility that patents are no longer property rights is close to an absolute. Patents are not property rights and will not be property rights until Congress overrules the case, so in this the entire patents side is now a new setting that it is set as a government franchise, so in all this Facebook has the one play to set themselves apart from the rest of the data players, and some might state that the setting of the decision of the Supreme Court was a forgone conclusion close to two weeks earlier, so Sen. Maria Cantwell was either on the ball or asked the perfect questions two weeks in advance, I wonder who ended up with a boatload of speculated wealth, because someone definitely got rich in that process (happy speculation with a smile from the writer).

In all this it was not merely the setting of diversity and how to see it, but the fact that a place like Facebook might think iterative within its Facebook app, it has options and therefor opportunities in a much larger field than merely the Facebook app. So if Palantir is not worried on what comes next, they are more asleep at the wheel than you imagine; a small spoiler alert here: the people at Palantir are a lot of things, they have never ever been asleep so they know what is coming and as the path of Facebook is allegedly on now is regarded as government Franchise terrain, we need to wonder where this goes next as they are still all about finding those illusive extremists, all depending on burner smart phones.

I wonder when the rest realises what the patent holders have been able to achieve in mobile communications, now consider 350% of speed increase and 700% of data markers with the release of 5G, now revaluate the Patents that the Facebook corporation has and consider how much larger they could optionally become by 2021. Now reconsider the Forbes list of ‘The World’s Most Valuable Brands‘ and consider its position in 2021. I doubt that it will be #1 at that time, but it will be equal if not bigger then Google by then taking its #2 position away from them, and leaving Microsoft a distant #4. Although Microsoft is doing plenty to diminish its value all by themselves, they do not need to rely on Google and Facebook to reduce their position for them.

Iterative act never go anywhere, it is the setting of new stages where true fortunes are gathered.

Happy Friday 13th everyone! (Please don’t meet a guy named Jason today)

 

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Iranian decisions

At 00:10 Tel Aviv Time, roughly 07:10 here, the time of waiting was over, Iran has fired its missiles on Israel making the outstanding option of an impending war a lot more realistic. In this the Guardian gives us (at https://www.theguardian.com/world/2018/may/09/iran-fires-20-rockets-syria-golan-heights-israel) “Iranian forces stationed in Syria fired approximately 20 projectiles at Israeli military positions in the Golan Heights just after midnight on Thursday, Israel’s defence forces (IDF) said“, in addition we see “Several but not all rockets were intercepted by Israeli air defences, an IDF spokesman, Lt. Col. Jonathan Conricus, told reporters“, whatever happens, will happen soon, because if sch a barrage cannot completely be stopped, we can deduce that it will not take long for Iran to take a more targeted notion, yes, my version is speculative, yet the warmongering words from the last weeks gives rise to take it all a lot more serious than it has been taken in the past. So when we see ““The IDF views this Iranian attack very severely,” Conricus said. “This event is not over”“, we better believe that more is to come. There is an additional setting, this attack could only have been done with the approval of President Bashar al-Assad, so he is feeling secure enough with Iran and Russia backing him, so the picture changes on a few fronts, this is no longer merely settling whatever Iran thought it was settling, this could have much larger repercussions. Turkey is already voicing support for Iran and siding with Russia (they are playing their hand cautiously, yet Turkey is all in with their anti-Israel views. It gets to be worse, because as the US pulled out of the nuclear Iran accord, we now see ‘EU rushes to arrange crisis meeting with Iran over nuclear deal‘ (at https://www.theguardian.com/world/2018/may/09/eu-moves-to-protect-european-firms-from-us-sanctions-on-iran), so even as we know that there are several things wrong, even as Iran meddled in other business and now is responsible for direct missile attacks on Israel, we see that Europe is still trying to make some level of a deal with Iran. It goes even further when we see “Work on the package being coordinated by the European Union is at an early stage, but the EU is being urged to warn the US it will impose countersanctions if the US attempts unjustifiably to cripple EU firms trading with Iran“, yet the foundation is that there has been more and more overwhelming evidence that Iran has not been dealing in good faith. When we consider the earlier settings that I mentioned 3 days ago in ‘Stopping Slumber, Halting Hesitation‘ (at https://lawlordtobe.com/2018/05/07/stopping-slumber-halting-hesitation/), we can just quickly decide that they were prepping for all this, which would be incorrect, yet the fact that 20 missiles got there so quickly to be fired on the Golan heights also indicates that there was Iranian willingness to go that distance in several political branches and on pretty much all military levels, which is equally unsettling. The issue is that the EU remains a lot quieter when it comes to the involvement of Turkey. It is a personal view of mine, yet I believe that there will be diminished needs soon enough and there is a Turkey EU membership play coming. The beginning of ‘compliance delay messages‘ is merely an indicator, I believe that the fear mongering will get worse and too many parties are playing that game, that whilst the denial of Turkey into the EU should have been clearly made well over a year ago.  So when we are treated to “The European Union is scrambling to arrange a crisis meeting with Iran after Donald Trump pulled out of the nuclear agreement, as the Iranian president Hassan Rouhani said Europe had a “very limited opportunity” to save the deal“, we also need to keep in mind that terms like ‘could’ connected to ‘shut down UK’ on EU laws, this level of fear mongering is just beyond acceptable and we might all be better off in a direct war and whomever survives will suddenly demand near draconian treatment of the media, even as Leveson 2 is (for now) off the rails, the next crises will not go that smooth for whomever is demanding greater accountability of the media. That is not the only part, the entire Turkish economy and the S&P decision to regard Turkey. As it junkified its currency rating from ‘BB/B’ to ‘BB-/B’, we see a larger impact and when we consider that the Turkish lira (TRY) has fallen 7.4% this year and in that setting, including the corporate debt problems that Turkey is facing, the entire blow hard whilst they are not producing any music is more than merely wind in the air, as Turkish economic growth has been fueled by cheap international credit, we still see the need to pay for all that and now as we see (actually it was last month) with “Yildiz Holding—owner of the brands Godiva chocolate and McVitie’s biscuits requires a complete restructure of $6.5bn of its total $8.5bn of debt by the end of this week“, a cookie factory having an eight billion dollar debt? What else is in such disrepair? That shows just how desperate Turkey is at present to get into bed with almost anyone, that is what we are allowing in our midst and there is no level of fear that seems to be reflecting off the sides of EU Brussels and Strasbourg, which is also unsettling, now as they are optional diplomats in a really bad case of reconsideration by merely the EU to get the nuclear deal going, now we see the rise of mentions and soft press tapping on Turkish doors.

That alone should scare us beyond measure!

There is no case against it all and whilst Turkey is at a stage what some call ‘Hostage Diplomacy‘ whilst they are now upgrading their arsenal with the Russian S-400, the game switches and none of this will end up having a happy ending. For now we can leave Russia out of this as its focus is merely the US, or intermittent board hugging to make the US look bad via the EU, yet overall the setting here is not too negative (for now), the issue merely becomes hoe friendly it needs to remain with Iran in the mix, because there is the game on a different level. From my point of view there is a certain level of polarisation, even as Europe should stand next to Israel, it seems intent on standing ‘diplomatically‘ alone so that they need not stand opposing Turkey, that is merely one view, yet in light of its financial hardships and Turkish needs to be seen positive towards becoming an EU nation is not a good combination. So when we see the EU with “As long as Iran continues to implement its nuclear related commitments, as it has been doing so far and has been confirmed by the International Atomic Energy Agency in 10 consecutive reports, the EU will remain committed to the continued full and effective implementation of the nuclear deal“, which all might be very true, yet Iran has shown different colours in Syria and against Israel, so that stance is not merely wrong it promotes polarisation. On the one hand, the EU is not doing anything wrong from that one treaty point of view, yet in light of what we have seen in Syria, there are a lot more issues in play, not all are on Iran, some are allegedly issues for Iran to answer, but I wish to not use that in the examples, merely because they are allegedly part of anything, meaning they are part of nothing until confirmed and when we consider the utter uselessness on the last chemical attack reports, certain Syrian issues cannot be labelled to anyone but Syria itself. So as things in Syria escalates and as Iran is escalating them, or at least actively part of the escalation, the EU will need to take a stance sooner rather than later, they prefer later, yet when they are forced onto a corner and they select Turkey and Iran over Israel, the game will quickly change and not only is Europe feeling that drain, the impact that will happen in the middle East, is one that Europe will suffer for a much longer time than they bargained for and there is no quick solution for the wrong decision. That will be evident pretty soon at this stage.

So as we see one side evolve, we see in similar news from the Wall Street Journal (at https://www.wsj.com/articles/missiles-fired-at-saudi-arabia-signal-support-for-iran-by-its-proxies-1525886469) the mention “Iran-backed Houthi rebels in Yemen fired a barrage of missiles into Saudi Arabia on Wednesday, an early indication that Iran’s allies in the Middle East are likely to flex their muscles in a show of support for their patron—risking a wider conflict“, I think that these events which were apart by merely a few hours had some levels of coordination. So when we see “Yemeni army forces, supported by allied fighters from Popular Committees, have fired a salvo of domestically-designed and -developed ballistic missiles at “economic targets” in the Saudi capital city of Riyadh in retaliation to the Al Saud’s devastating military aggression against their impoverished country“, we need to keep a clear mind. The missiles are said to be Yemeni (Borkan H-2 missiles), yet the information on the H2 is that it is said to be a short range ballistic missile with normally a range of about 1,000 kilometres (620 mi) or less. Even as we see it is almost capable of making the 1,036 km to Riyadh, the setting that we see with ‘economic targets‘, whilst at the maximum distance, the chance of actually hitting what is aimed for at the maximum range is a lot less likely or possible, not without and ace rocket and ballistic expert at the missile site; the Houthi’s are a little short on both, so we have, in my personal opinion, either Houthi’s that want to hit any part (mainly civilian parts) of Riyadh and they merely claim to be aiming for a bank, or the optional more likely setting is that Iran has been directly involved in training the Houthi’s or firing the missiles themselves. Now, we can opt for option one, yet the training curve would be a little devastating on all minds involved (even if you use targeting computers and software, yet they have had the time to train the Houthi’s for months, so it is possible, yet I personally see it as less likely (again merely speculation from my side), so when we consider that Iran is waging war on two fronts, so far (as far as I can recall) only Napoleon and Adolf Hitler were that stupid and how did it end for them? There is an optional thought that Iran will be hiding behind European coat tails in the end, but that is still speculation without evidence (at present), perhaps that is why Turkey is in a desperate state to become part of the EU?

I am merely asking, because the Iranian decisions we are seeing over the last 24 hours give rise not to the US, but to other players hoping to wage ‘extreme’ solutions to make things go forward for them, whilst the opposing player has no intention of playing nice, the US can’t start another war and Iran might be hoping that the EU is too unwilling to see its economic setting dissolved through armed conflict. It would be a decent tactic to play, but for now it merely remains a setting of speculation. Yet, in all this, there is more than just saber rattling. When we look at Reuters we see “Turkey will continue its trade with Iran as much as possible and will not be answerable to anyone else, Economy Minister Nihat Zeybekci said on Tuesday, as U.S. President Donald Trump said the United States was withdrawing from the 2015 Iran nuclear deal“, so we see Turkey with an utter lack of accepting accountability for the economic paths that they are trying to get on (aka the EU gravy train). How can anyone expect Turkey to have any level of civility in the setting of economic partnerships? Because in the EU setting, we have seen more than one play where such acts would not have been allowed, yet Turkey is setting the pace to do just that. It is an important setting as it gives Iran a green light they should not have had, it is merely the outspoken voice to set the colour of options, and that colour is the one of explosive red. That is shown by others as the setting that is not to be allowed. Even as we understand that there is a setting that Italy, Germany and France do not want these sanctions to happen, we see that their voice gives “Patrick Pouyanné, the chief executive of the French energy firm Total, has already called for the EU to pass a blocking statute“, which makes perfect sense, and it is likely to happen, yet when we see the Turkish response with “Turkey will continue its trade with Iran as much as possible and will not be answerable to anyone else“, it merely shows that they are nowhere near ready to be allowed into the EU as a member state, because when they do something like this after they are admitted, the game changes by a lot and from that moment onward Turkey becomes merely the liability of the EU, not a member of the EU and there is a large distinct difference, even as we see them in the current setting for now, there is absolutely no guarantee that they will not continue on the undermining path that they are on, we have seen too many instances of Turkey acting that way that way in the last few years.

When we return to Iran we seem to be in deep water, not healthy waters by the way, the Riyadh/Golan actions are debatable at the very least and the fact that they are being mixed gives light to the dangers that are upcoming. Can they be avoided is the larger question, I am unsure of an answer, the fact that Yemen and Syria happened at almost the same time is a larger issue to contemplate and I have no factual useful response. Waiting for now is pretty much all we can do. I don’t think that we have to wait for too long as Israel has already announced retaliatory strikes a mere 15 minutes ago (source: Haaretz). So this cookie will not merely escalate, it is certainly the setting where other cookies get crumbled as well, the mere question is: “What are our options as per tomorrow, or the day after?

I do not know, when it comes to Yemen, we all (mainly the EU, NATO and USA) sat on our hands for far too long and they have made it part of the package deal. So the first act (at present) might just depend on how much Saudi Arabia feels threatened.

 

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Waking up 5 years late

I have had something like this, I swear it’s true. It was after I came back from the Middle East, I was more of a ‘party person’ in those days and I would party all weekend non-stop. It would start on Friday evening and I would get home Sunday afternoon. So one weekend, I had gone through the nightclub, day club, bars and Shoarma pit stops after which I went home. I went to bed and I get woken up by the telephone. It is my boss, asking me whether I would be coming to work that day. I noticed it was 09:30, I had overslept. I apologised and rushed to the office. I told him I was sorry that I had overslept and I did not expect too much nose as it was the first time that I had overslept. So the follow up question became “and where were you yesterday?” My puzzled look from my eyes told him something was wrong. It was Tuesday! I had actually slept from Sunday afternoon until Tuesday morning. It would be the weirdest week in a lifetime. I had lost an entire day and I had no idea how I lost a day. I still think back to that moment every now and then, the sensation of the perception of a week being different, I never got over it, now 31 years ago, and it still gets to me every now and then.

A similar sensation is optionally hitting Christine Lagarde I reckon, although if she is still hitting the party scene, my initial response will be “You go girl!

You see with “Market power wielded by US tech giants concerns IMF chief” (at https://www.theguardian.com/business/2018/apr/19/market-power-wielded-by-us-tech-giants-concerns-imf-chief-christine-lagarde) we see the issues on a very different level. So even as we all accept “Christine Lagarde, has expressed concern about the market power wielded by the US technology giants and called for more competition to protect economies and individuals”, we see not the message, but the exclusion. So as we consider “Pressure has been building in the US for antitrust laws to be used to break up some of the biggest companies, with Google, Facebook and Amazon all targeted by critics“, I see a very different landscape. You see as we see Microsoft, IBM and Apple missing in that group, it is my personal consideration that this is about something else. You see Microsoft, IBM and Apple have one thing in common. They are Patent Powerhouses and no one messes with those. This is about power consolidation and the fact that Christine Lagarde is speaking out in such a way is an absolute hypocrite setting for the IMF to have.

You see, to get that you need to be aware of two elements. The first is the American economy. Now in my personal (highly opposed) vision, the US has been bankrupt; it has been for some time and just like the entire Moody debacle in 2008. People might have seen in in ‘the Big Short‘, a movie that showed part of it and whilst the Guardian reported ““Moody’s failed to adhere to its own credit-rating standards and fell short on its pledge of transparency in the run-up to the ‘great recession’,” principal deputy associate attorney general Bill Baer said in the statement“, it is merely one version of betrayal to the people of the US by giving protection to special people in excess of billions and they merely had to pay a $864m penalty. I am certain that those billionaires have split that penalty amongst them. So, as I stated, the US should be seen as bankrupt. It is not the only part in this. The Sydney Morning Herald (at https://www.smh.com.au/business/the-economy/how-trump-s-hair-raising-level-of-debt-could-bring-us-all-crashing-down-20180420-p4zank.html) gives us “Twin reports by the International Monetary Fund sketch a chain reaction of dangerous consequences for world finance. The policy – if you can call it that – puts the US on an untenable debt trajectory. It smacks of Latin American caudillo populism, a Peronist contagion that threatens to destroy the moral foundations of the Great Republic. The IMF’s Fiscal Monitor estimates that the US budget deficit will spike to 5.3 per cent of GDP this year and 5.9 per cent in 2019. This is happening at a stage of the economic cycle when swelling tax revenues should be reducing net borrowing to zero“. I am actually decently certain that this will happen. Now we need to look back to my earlier statement.

You see, if the US borrowing power is nullified, the US is left without any options, unless (you saw that coming didn’t you). The underwriting power of debt becomes patent power. Patents have been set to IP support. I attended a few of those events (being a Master of Intellectual Property Law) and even as my heart is in Trademarks, I do have a fine appreciation of Patents. In this the econometrics of the world are seeing the national values and the value of any GDP supported by the economic value of patents.

In this, in 2016 we got “Innovation and creative endeavors are indispensable elements that drive economic growth and sustain the competitive edge of the U.S. economy. The last century recorded unprecedented improvements in the health, economic well-being, and overall quality of life for the entire U.S. population. As the world leader in innovation, U.S. companies have relied on intellectual property (IP) as one of the leading tools with which such advances were promoted and realized. Patents, trademarks, and copyrights are the principal means for establishing ownership rights to the creations, inventions, and brands that can be used to generate tangible economic benefits to their owner“, as such the cookie has crumbled into where the value is set (see attached), one of the key findings is “IP-intensive industries continue to be a major, integral and growing part of the U.S. economy“, as such we see the tech giants that I mentioned as missing and not being mentioned by Christine Lagarde. It is merely one setting and there are optionally a lot more, but in light of certain elements I believe that patents are a driving force and those three have a bundle, Apple has so many that it can use those patents too buy several European nations. IBM with their (what I personally believe to be) an overvalued Watson, we have seen the entire mess moving forward, presenting itself and pushing ‘boundaries’ as we are set into a stage of ‘look what’s coming’! It is all about research, MIT and Think 2018. It is almost like Think 2018 is about the point of concept, the moment of awareness and the professional use of AI. In that IBM, in its own blog accidently gave away the goods as I see it with: “As we get closer to Think, we’re looking forward to unveiling more sessions, speakers and demos“, I think they are close, they are getting to certain levels, but they are not there yet. In my personal view they need to keep the momentum going, even if they need to throw in three more high exposed events, free plane tickets and all kinds of swag to flim flam the audience. I think that they are prepping for the events that will not be complete in an alpha stage until 2020. Yet that momentum is growing, and it needs to remain growing. Two quotes give us that essential ‘need’.

  1. The US Army signed a 33-month, $135 million contract with IBM for cloud services including Watson IoT, predictive analytics and AI for better visibility into equipment readiness.
  2. In 2017, IBM inventors received more than 1,900 patents for new cloud technologies to help solve critical business challenges.

The second is the money shot. An early estimate is outside of the realm of most, you see the IP Watchdog gave us: “IBM Inventors received a record 9043 US patents in 2017, patenting in such areas as AI, Cloud, Blockchain, Cybersecurity and Quantum Computing technology“, the low estimate is a value of $11.8 trillion dollars. That is what IBM is sitting on. That is the power of just ONE tech giant, and how come that Christine Lagarde missed out on mentioning IBM? I’ll let you decide, or perhaps it was Larry Elliott from the Guardian who missed out? I doubt it, because Larry Elliott is many things, stupid ain’t one. I might not agree with him, or at times with his point of view, but he is the clever one and his views are valid ones.

So in all this we see that there is a push, but is it the one the IMF is giving or is there another play? The fact that banks have a much larger influence in what happens is not mentioned, yet that is not the play and I accept that, it is not what is at stake. There is a push on many levels and even as we agree that some tech giants have a larger piece of the cake (Facebook, Google and Amazon), a lot could have been prevented by proper corporate taxation, but that gets to most of the EU and the American Donald Duck, or was that Trump are all about not walking that road? The fact that Christine has failed (one amongst many) to introduce proper tax accountability on tech giants is a much larger issue and it is not all on her plate in all honesty, so there are a few issues with all this and the supporting views on all this is not given with “Lagarde expressed concern at the growing threat of a trade war between the US and China, saying that protectionism posed a threat to the upswing in the global economy and to an international system that had served countries well“, it is seen in several fields, one field, was given by The Hill, in an opinion piece. The information is accurate it is merely important to see that it has the views of the writer (just like any blog).

So with “Last December, the United States and 76 other WTO members agreed at the Buenos Aires WTO Ministerial to start exploring WTO negotiations on trade-related aspects of e-commerce. Those WTO members are now beginning their work by identifying the objectives of such an agreement. The U.S. paper is an important contribution because it comprehensively addresses the digital trade barriers faced by many companies“, which now underlines “A recent United States paper submitted to the World Trade Organization (WTO) is a notable step toward establishing rules to remove digital trade barriers. The paper is significant for identifying the objectives of an international agreement on digital trade“. This now directly gives rise to “the American Bar Association Section of Intellectual Property Law also requested that the new NAFTA require increased protections in trade secrets, trademarks, copyrights, and patents“, which we get from ‘Ambassador Lighthizer Urged to Include Intellectual Property Protections in New NAFTA‘ (at https://www.jdsupra.com/legalnews/ambassador-lighthizer-urged-to-include-52674/) less than 10 hours ago. So when we link that to the quote “The proposals included: that Canada and Mexico establish criminal penalties for trade secrets violations similar to those in the U.S. Economic Espionage Act, an agreement that Mexico eliminate its requirement that trademarks be visible, a prohibition on the lowering of minimum standards of patent protection“. So when we now look back towards the statement of Christine Lagarde and her exclusion of IBM, Microsoft and Apple, how is she not directly being a protectionist of some tech giants?

I think that the IMF is also feeling the waters what happens when the US economy takes a dip, because at the current debt levels that impact is a hell of a lot more intense and the games like Moody’s have been played and cannot be played again. Getting caught on that level means that the US would have to be removed from several world economic executive decisions, not a place anyone in Wall Street is willing to accept, so that that point Pandora’s Box gets opened and no one will be able to close it at that point. So after waking up 5 years late we see that the plays have been again and again about keeping the status quo and as such the digital rights is the one card left to play, which gives the three tech giants an amount of power they have never had before, so as everyone’s favourite slapping donkey (Facebook) is mentioned next to a few others, it is the issue of those not mentioned that will be having the cake and quality venison that we all desire. In this we are in a dangerous place, even more the small developers who come up with the interesting IP’s they envisioned. As their value becomes overstated from day one, they will be pushed to sell their IP way too early, more important, that point comes before their value comes to fruition and as such those tech giants (Apple, IBM, and Microsoft) will get an even more overbearing value. Let’s be clear they are not alone, the larger players like Samsung, Canon, Qualcomm, LG Electronics, Sony and Fujitsu are also on that list. The list of top players has around 300 members, including 6 universities (all American). So that part of the entire economy is massively in American hands and we see no clear second place, not for a long time. Even as the singled out tech giants are on that list, it is the value that they have that sets them a little more apart. Perhaps when you consider having a go at three of them, whilst one is already under heavy emotional scrutiny is perhaps a small price to pay.

How nice for them to wake up, I merely lost one day once, they have been playing the sleeping game for years and we will get that invoice at the expense of the futures we were not allowed to have, if you wonder how weird that statement is, then take a look at the current retirees, the devaluation they face, the amount they are still about to lose and wonder what you will be left with when you consider that the social jar will be empty long before you retire. The one part we hoped to have at the very least is the one we will never have because governments decided that budgeting was just too hard a task, so they preferred to squander it all away. The gap of those who have and those who have not will become a lot wider over the next 5 years, so those who retire before 2028 will see hardships they never bargained for. So how exactly are you served with addressing “‘too much concentration in hands of the few’ does not help economy“, they aren’t and you weren’t. It is merely the setting for what comes next, because in all this it was never about that. It is the first fear of America that counts. With ‘US ponders how it can stem China’s technology march‘ (at http://www.afr.com/news/world/us-ponders-how-it-can-stem-chinas-technology-march-20180418-h0yyaw), we start seeing that shift, so as we see “The New York Times reported on April 7 that “at the heart” of the trade dispute is a contest over which country plays “a leading role in high-tech industries”. The Wall Street Journal reported on April 12 that the US was preparing rules to block Chinese technology investment in the US, while continuing to negotiate over trade penalties“, we see the shifted theatre of trade war. It will be about the national economic value with the weight of patents smack in the middle. In that regard, the more you depreciate other parts, the more important the value of patents becomes. It is not a simple or easy picture, but we will see loads of econometrics giving their view on all that within the next 2-3 weeks.

Have a great weekend and please do not bother to wake up, it seems that Christine Lagarde didn’t bother waking up for years.

 

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That’s entertainment

Today is a weird day, it is globally weird. You see, today billions will focus on who is getting an Academy Award, some are hoping to see the idol of their life, like Chris Hemsworth or Scarlett Johansson. Some hope that Stan Lee will be asked to hand out an Oscar and others (many ladies) are hoping to see the extravagant post fashion styles that the ladies will cloth themselves in. Among them millions of movie fans that get to see if it is the movie that they liked will win the Oscar. Now with Saudi Arabia opening cinemas in Saudi Arabia, will the MBC Group be there this year or will they start broadcasting the event next year? Another optional group of 34 million viewers in a group that currently is set to billions.

So whilst we wonder which one will become the best movie, my vote is on the Shape of Water, yet I believe the statue is likely to go to Three Billboards Outside Ebbing, Missouri. No matter who will win, we see that in Syria ‘forces loyal to the Syrian president, Bashar al-Assad, have captured six villages and towns bordering the besieged rebel-held enclave of eastern Ghouta, as hopes that a long-planned humanitarian convoy might enter the area were dashed again‘, so as we learn that the death toll of 103 since Saturday highlighted the paralysis of an international community that had demanded the ceasefire and the delivery of humanitarian aid, we need to realise that the UN and the UNSC has become nothing more than a paper tiger that has the ability to roar towards the media, but without claws and teeth, it can no longer be the legislation that bites, or the shield that scratches. Just like the Wonder Woman 1:1 figurine (at https://www.cbr.com/life-size-wonder-woman-statue/), that is for sale for $1990, pretty, nice, but basically something you can walk around and unless you have real space in your apartment space that remains wasted but for the true Wonder Woman fan. It is a shame that the once mighty organisation has lost its impact on the world, well that is how the 475,000 fatalities in Syria feel about it. Oh, no, they do not. They are dead, they no longer feel anything.

So whilst we look back on the Oscars, wondering who best actor and actress will be, I have to admit that I am clueless. I had not seen Margot Robbie, or Saoirse Ronan, but both Francess McDormand and Meryl Streep did shine in their parts, my money will this time be on the 3 billboards main character, but it is anyone’s guess, I can’t even be sure if the experts in acting can figure out who will win that one. So as we are in that part, we need to realise that Danny Danon is quoted by the Jerusalem Post (at http://www.jpost.com/Arab-Israeli-Conflict/UN-Ambassador-Danny-Danon-decries-UN-inaction-on-Iran-at-AIPAC-544188) to do something about Iran. Now, this is not the first time that Israel has issues with Iran. So when we see “While speaking at the AIPAC Committee Policy Conference in Washington on Sunday, Danon said it was crucial that the international community recognizes the threat Iran poses to regional stability. “It is vital that the UN focus on the real problems of the world, like Iran,” the ambassador said. “We all know just how dangerous this threat is, but the UN is wasting time and energy on votes and reports against Israel.”” we see nothing new, yet in the opposition, we see (at https://www.cnbc.com/2018/03/03/iran-calls-on-us-europe-to-scrap-nuclear-arms-missiles.html), that Iran has a warped sense of needs. With “Iran will not negotiate over its ballistic missiles until the United States and Europe dismantle their nuclear weapons, a top Iranian military official said on Saturday“, so not China, or Russia, or India. Merely that the US and Europe dismantle is. From my point of view, the ‘top Iranian military official‘ was born stupid and the man stopped evolving after birth. Naive and stupid in one efficiently compact package, could we get it any better? So when we see “Iran says its nuclear program is defensive because of its deterrent nature“, should we consider its delivery to Yemen as a defensive posture? And what happens when the Iranians ‘accidently‘ (due to their lack of intelligence) send the wrong missile to Yemen? Will we get to see the UN representative go ‘oops!‘? I am merely asking because of the short-sighted situation here and in all this the stage of the theatres in politics and the theatres of war seem to overlap, none of them worthy of an Oscar in this particular setting, but we thank the nominees for playing their part. So whilst we saw the Paper Tiger called ‘United Nations’ in other settings, we see that the acts by the “UN Human Rights Council’s “blacklist” of Israeli and international companies operating in Jerusalem, Judea and Samaria and the Golan Heights” is setting the premise in a different light. So whilst we see “a US delegation visiting the West Bank had to be rescued by Palestinian Authority policemen on Thursday after being attacked“, we see that Palestine is still demanding to be recognised by the UN, whilst still sending rockets into Israel. Some things will never change I reckon, but it is a sad state of affairs across the decades.

When it comes to the supporting acts in the Oscars, my hopes are for Sam Rockwell and Octavia Spencer, that whilst the others would be equally deserving, especially Richard Jenkins, yet in the end, we can only cast out votes once and that is how I would have voted. In that same light as the United Nations Security Council cast its vote a week ago on a Russian sponsored resolution regarding Yemen, we see that the Toronto Star reported that 55 people dies in the clash in Yemen, so whilst we see (at https://www.defensenews.com/congress/2018/03/01/us-senators-want-vote-to-end-support-for-saudi-arabia-in-yemen-war/), that we see ‘US senators want vote to end support for Saudi Arabia in Yemen war‘, that whilst the rightful ruler asked for the help of Saudi Arabia, in all this, where was America? Oh and where is America in regards to the Syrian war? Perhaps some will remember the attack on 21st of August 2013, so when the UN inspection got there and they confirmed “clear and convincing evidence” of the use of Sarin delivered by surface-to-surface rockets; in addition a 2014 report by the UN Human Rights Council found that “significant quantities of sarin were used in a well-planned indiscriminate attack targeting civilian-inhabited areas, causing mass casualties. The evidence available concerning the nature, quality and quantity of the agents used on 21 August indicated that the perpetrators likely had access to the chemical weapons stockpile of the Syrian military, as well as the expertise and equipment necessary to safely manipulate large amount of chemical agents“. Yet the American satellites were useless, even as they got the IMAX view with stereo sound of the speculated 1600 bodies, who all screamed a horrible death as they died, the American saw nothing, or so they say. Perhaps it is like Turkey and the Armenian genocide. They were just too worried to kick the wrong political pile, or as the NY Times stated it “A bill to that effect nearly passed in the fall of 2007, gaining a majority of co-sponsors and passing a committee vote. But the Bush administration, noting that Turkey is a critical ally — more than 70 per cent of the military air supplies for Iraq go through the Incirlik airbase there — pressed for the bill to be withdrawn, and it was” (at http://www.nytimes.com/ref/timestopics/topics_armeniangenocide.html) and Bush was not alone The Obama administration did the same with “Ben Rhodes and Samantha Power, key foreign policy advisers to Obama, say his administration was too worried about offending Turkey” (at https://www.politico.com/story/2018/01/19/armenian-genocide-ben-rhodes-samantha-power-obama-349973), pussies, the whole bloody lot of them on both sides of the isle. So as we get “As a presidential candidate in 2008, Obama promised that he would formally recognize an Armenian genocide as historical fact. But as president, he passed up multiple chances to do so, including in 2015, when Armenians marked the 100th anniversary of the atrocities“, we need to recognise that recognition is no way to commerce and cash is king, especially in a bankrupt America, or so say the rulers from Wall Street. So in light of the inactions, will Hollywood make it up by making ‘Last Men in Aleppo‘ documentary of the year? I cannot tell because I did not see any of the documentaries, I do believe that Inside Job in 2010 was the last documentary I saw and that one actually gives more rise to the rumours that Wall Street is the actual ruler of America. The fact that Kim Kardashian, yes Kim Kardashian of all people who ended up bitch slapping the Wall Street Journal for denying the Armenian genocide must be the highlight for the WSJ to set in stone, sometimes the people you ignore because they are outside of ones scope of entertainment are the ones surprising you beyond belief. So as we are getting close to the start of the Oscars, as we wonder if there is going to be the crossing of dictionaries between Jimmy Kimmel and Matt Damon, we wonder if Jimmy is going to get a few jabs in against Mrs Damon’s favourite Martian.

As we wonder whether the UN has any values left by targeting Israel whilst ignoring Iran, whilst their actions regarding Syria are unanswered and unnoticed by Syria and Russia, we also see the accusations via Haaretz (at https://www.haaretz.com/us-news/allegation-kushner-punished-qatar-resurfaces-in-mueller-probe-1.5869124), that ‘Kushner Punished Qatar for Not Investing in Real-estate Deal Resurfaces in Mueller Probe‘, where we see “Special Counsel Robert Mueller has asked witnesses about Kushner’s attempts to secure financing for his family’s real estate ventures, focusing specifically on his talks with people from Qatar and Turkey, as well as Russia, China and the United Arab Emirates, NBC News said“, so even as it is about Qatar, the smallest part with ‘talks with people from Qatar and Turkey‘, so even here we see actions that involve Turkey somehow. The question becomes what did Turkey get out of it, because going back to 2001, we have seen that Turkey only acts when it (largely) benefits Turkey, a stance that cannot be faulted, but we can wonder if the other side has any business trying to do business with Turkey in the first place. so when we look at the Global Magnitsky Act (at https://www.hrw.org/news/2017/09/13/us-global-magnitsky-act), where we see: “In an important step for global accountability, Congress built on the original Russia-focused Magnitsky law in 2016 and enacted the Global Magnitsky Act, which allows the executive branch to impose visa bans and targeted sanctions on individuals anywhere in the world responsible for committing human rights violations or acts of significant corruption. The act received widespread bipartisan support. Senator Ben Cardin, a Maryland Democrat, introduced a version of the bill, and five Republican senators and five Democratic senators signed on as co-sponsors. President Barack Obama signed the law on December 23, 2016“, yet as far as I have been able to find, there are no Turkish Parties in any of this, is that not odd. When we see the acts in Syria, or even closer to Turkey, the 6 journalists that have been ‘praised’ with life imprisonment, how humane has Turkey shown itself to be?

Yet in the end, we can see all this as a mere form of entertainment, there are the Oscars, we have the Raspberries where (unsurprisingly) this year the Emoji movie took a near clean sweep of all possible wins, we could get the Golden Bazooka, or the golden Rack (that device that adds 6 inches to your length in 5 minutes), is there any doubt who would win those trophies? I wonder if people would stay at home for that. Eating popcorn, watching the atrocities and voting who was the worst of the worst. It entertainment, that is how our lives are minimised and scrutinised to, because actually improving the overall state of the world might no longer be an option, in that we can see that the financial sector on a global scale removed all available funds for that endeavour.

That’s life, that’s entertainment and it is the way we now choose to live!

Through acts of inaction, shame on us!

 

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