Tag Archives: Wall Street

Turmoil of doubt

We all have it, at times and some more often we doubt. Whenever I see such doubt I think back to a story that I heard in primary school. It was about Lakshmi and the greedy beggar. You might have guessed it, or perhaps you know the story. The beggar just wants in the end one coin more and ends up with nothing. This is a setting we know where it goes, but now let’s change the premise. I could end up with $3.7 billion over 3-5 years of Google, Amazon or Huawei buys my IP. I could optionally make $250,000 if I publish an idea of intrusion I have. An idea they all overlooked and could give a certain wall street player the insight on certain patents that would be accepted within 30 days. With this method I speculatively could make another 3 million, yet that would also mean that I can no longer rely on the larger amount to ever become mine. What would you do? The small amount now or hoping for the best? I am not breaking any laws, because I am showing a flaw, two actually and the law has close to no chance of finding substantiative evidence. So I am basically in the clear. So what to do?

Well, I am also a story teller, so here goes (it was a simple riddle).

Between a larger technology firm and a patent office is a link, they mail and they take all the precautions. The messages go from router 1 to router 2 via what some might know a router table. Now no matter what the path is, at some point it will go via router N1. That is how the beans take the high or low road. So I got the idea to place a listener to ANY router one jump away from Router N1, so it could be almost anywhere. That place we call Router X0, it was my idea for the Hop+1 solution. There is a second part, this part means we need to get to that router somehow, whether it is internal solutions of intrusion. The idea was to replace the CF card in that router with an identical one, but there is one difference, it might state 64MB, but it has 256GB and one small internal component sets the 64MB apart and the rest is a floating drive. The floating drive has its own dynamic and it installs a small program in the memory of Router N1, that program will copy EVERY packet directed to Router 2 towards Router X0. There is almost no chance to detect it, when someone resets it, the program is gone, the evidence is gone. The memory card will unless dissected not show anything and there too is nothing to show what is going on, the CF card will know when it can forward packets to the end station when it can hide in other traffic, unless a System administrator reads the ENTIRE log, there is nothing to see. The receiver now has a collection of packets of traffic from Router 1 to Router 2, which also includes a message that Patent acceptance was achieved, the Wall Street Firm now has an advantage to place the right options and stock ahead of all the others and when the rest catches on the larger profits are raked in. 

A setting of not so speculative anticipation of profit and when the deed is done, both routers are reset and the evidence is gone forever. There is one remaining part, that is the CF card, yet id that went to an empty mobile station that might not be the problem, the only issue is getting the card back, leave no evidence behind. These System administrators are often underpaid, so that might not be an issue either. 

An idea that I had when I was wondering how Sony was transgressed upon, because there was no way that North Korea had that level of know how. In this setting it was an internal setting, optionally a disgruntled employee, but it was all speculative from my side, it felt more realistic than North Korea with its lack of technology. 

So will I doubt? Yup, I will remain hopeful the three true innovators will take my IP, if not, ah well. Still time to make it all public domain, what Wall Street tends to call pubic domain, not sure why but there you have it. Have a great Monday!

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Big Oil in the family

We all have moments where we look at the sky and roll our eyes. Today was my moment when I was treated (by the Guardian) to ‘Big oil and gas kept a dirty secret for decades. Now they may pay the price’, in this I start with “Was it really a secret?” You see, we all want to blame someone else for the problems we helped create. And  when the (what I reverently call) the stupid people are bringing about “An unprecedented wave of lawsuits, filed by cities and states across the US, aim to hold the oil and gas industry to account for the environmental devastation caused by fossil fuels – and covering up what they knew along the way”. You see that is is merely one element of stupid. I gave light to ‘Uniform Nameless Entitlement Perforation’ on December 10th 2020 (at https://lawlordtobe.com/2020/12/10/uniform-nameless-entitlement-perforation/), I emphasised on a report by European Environmental Agency (EEA) where. We see that 147 industrial plants create 50% of the pollution, the media seemingly ignored the report I have not see the media go out and bash the nations for these 147 plants, we even had a joke (read: BBC article) by Tim McGrath on how the “Global ‘elite’ will need to slash high-carbon lifestyles”, so how stupid do people need to get?

In case you forgot

This reflects on the now when we see (at https://www.theguardian.com/environment/2021/jun/30/climate-crimes-oil-and-gas-environment) “Coastal cities struggling to keep rising sea levels at bay, midwestern states watching “mega-rains” destroy crops and homes, and fishing communities losing catches to warming waters, are now demanding the oil conglomerates pay damages and take urgent action to reduce further harm from burning fossil fuels”, just when you think that Americans can no longer become any more stupid, we get the next iteration of ‘stupid is as stupid does. Statista shows us that in 1975 the US requires 1.747 BILLION kilowatt hours a year, this went up again and again until that number was well over doubled in 2005 (3.8B KwH), then it roughly stays the same. There was one spike in 2018, yet one source gives us “From 2003 to 2012, weather-related outages doubled”, I personally believe it is not all weather related. I believe that energy delivery hit a saturation point around 2005. This is why the last decade has so many of these failings and outages. Consider that it was not merely oil and gas, it was energy, the underlying need that drives this. If you doubt this you need but to read the entire ENRON scandal papers to get a clue on how it has always about greed and not about big oil and gas. When I see ‘Big Oil and gas’ I personally think it tends to be a hidden jab towards the Middle East. There have been carbon neutral solutions for almost two decades. Yes, they were expensive in the beginning, but how much effort was made to push this? It is about profit margins, it is about cheap and it is about exploitation. Oil and gas check most marks, but are they to blame? We can ignore settings like “In the early 1990s, Kenneth Lay helped to initiate the selling of electricity at market prices and, soon after, Congress approved legislation deregulating the sale of natural gas” that was almost 30 years ago, so how was electricity created? How do we get energy? And why is Congress not in the same accusation dock? Until the late 80’s the idea of Electricity at market prices was a lull and instead of protecting that part, it was left to the needy and the greedy.

So when they have another go at ‘Big Oil’ (to be honest, I have no idea what they are talking about), consider that the drive to have your own car started in the 50’s. Forbes gave us in 2020 ‘Traffic Congestion Costs U.S. Cities Billions Of Dollars Every Year’, which is fine, but that too relies on fuel, so when they gave us “New York had the highest economic losses out of any major U.S. city with congesting costing it $11 billion last year. Los Angeles lost $8.2 billion while Chicago suffered the third-worst impact at $7.6 billion.” And how much fuel is wasted in that setting? Do you want to blame ‘big oil’ for that too? This is a case that will go nowhere, the only thing it enforces is something I will touch on a little later. You see, when we saw the messages on how companies had enough of California, they vacated and left, Texas is such a much better place (it actually might be), and Forbes again gave us in February ‘Texas Energy Crisis Is An Epic Resilience And Leadership Failure, yet how much consideration are we seeing when we get sources feeding us “There are several reasons tech companies shave been moving to Texas – lower housing costs, lower tax rates, less regulations have made it easier for companies to operate in Texas. There is already an abundance of technical talent all over Texas. Any company moving here can tap into a well-experienced talent pool. There is also a well-educated stream of new talent graduating from top schools like Texas, Rice, University of Houston, and Texas A&M.” I am not debating the act, I am fine with the action taken, but when you consider that the following companies moved to Texas, how much of a drain on energy in other places will that give you and when you see the sudden spike in some places requiring a lot more energy, all whilst the other places are not diminishing their offer, because people will always need power, how is ‘Big Oil’ to blame? So lets take a loot at that list and most names moved less then 2 year ago (or are about to move)
Guideline, Contango, Done, Carbon Neutral Energy, Tailift Material Handling, Estrada Hinojosa,  GBS Enterprises, Wedgewood, Verdant Chemical, Ranchland Food, Drive Shack, Invzbl,Markaaz, XR Masters, Elevate Brands, Harmonate, Einride, Green Dot, NRG Energy, Caterpillar,Flex Logix, Leaf Telecommunications, Katapult, Wayfair, Ribbon Communications, BSU Inc, Avetta, First Foundation, 5G LLC, TaskUs, BlockCap, Element Critical, City Shoppe, CrowdStreet, Lalamove, NinjaRMM, Gilad & Gilad, MDC Vacuum, FERA Diagnostics, Roboze, Leadr, SupplyHouse.com, Eleiko, Firehawk Aerospace, International Trademark Association, ZP Better Together, Precision Global Consulting, Loop Insurance, QSAM Biosciences, AHV, Dominion Aesthetics, Sage Integration, Quali, Samsung, Truelytics, Alpha Paw, Sentry Kiosk, ProtectAll, Optimal Elite Management, Ametrine, Digital Realty, Amazing Magnets, Lion Real Estate Group, NeuraLink, Maddox Defense, DZS Inc, The Boring Company, Oracle, Hewlett Packard Enterprise,Tesla, Optym, Longevity Partners, Iron Ox, Palantir, 8VC, Bonchon, Titans of CNC, Saleen Performance Parts, CBRE, Slync.io, Baronte Securities, Omnigo Software, Incora, Vio Security, JDR Cable Systems, FileTrail, Sonim Technologies, Murphy Oil Corp, Buff City Soap, Origin Clear, QuestionPro, SignEasy, Sense, Astura, Charles Schwab, Splunk,  Bill.com, Chip 1 Exchange, McKesson, and Lonza. This is not a complete list and I am not considering (at present) which ones are doing it for all kinds of tax hypes. Now consider how many people will move as well. I get it, California is expensive, but how will this change that represents the population of more than one large city impact the power needs in Texas that is already has it fair share of brownouts, and that is just for starters, how many gas and oil energy producing plants will Texas get? Is ‘Big oil’ to blame, or do they merely offer a commodity that EVERYONE needs? Consider that a powerful computer required a 200 Watt power unit in 1997, today it is 600Watt or even higher. There were roughly 51 million units sold last year alone. I cannot state how the division on laptop and desktop is, but the need for energy is unrelentingly large, how large? Consider all the staff moving to Texas and consider how many more energy issues Texas has in the next two years, that is your marker and ‘Big Oil’ had nothing to do with this. 

So when we reconsider “wave of lawsuits, filed by cities and states across the US”, how many of these claimants voted against wind farms, against solar power and against nuclear power? They did it for all kinds of reasons and we get it, some are expensive and you do not want your children to go to school glowing in the dark (yet in winter that is a case for less accidents), but in all this blaming ‘Big Oil’ is just too ludicrous to mention. So as for a promise earlier in this article. When the US goes on with silly and stupid court cases, how long until the owners of IP and Patents will consider the US to be too dangerous to remain in? Consider that the US has an IP value of $21,000,000,000,000 (trillion), it represents almost 90% of the S&P 500 value, so what do you think happens when a massive slice of that moves to Asia or the Middle East, optionally to Europe? I reckon that over 70% of Wall Street executives are on a floor above the 30th and there is every chance that well over 40% of them will do a (at https://www.youtube.com/watch?v=cEpKcBkkVMY); now consider the stage of blaming the wrong  party. I am not stating that any of the energy delivering components are innocent, yet we are all guilty, in almost every nation. We remained silent when energy prices remained the same (somehow), we have known about alternatives and most people never pushed their politicians, we have known about the dangers of erosion for decades and we see pollution report after report, yet nothing is done. We are all to blame and putting ‘Big Oil and Gas’ in the dock will never ever go anywhere, I reckon that Kenneth Lay set the charter for that. When we realise that we allowed a utility to become profit driven which we clearly get from ‘the selling of electricity at market prices’, we changed a whole range of processes and now that we see the impact we should not cry, we should look into the mirror for blame.

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And so it begins

To be honest, yesterday was a little whack. I came up with the foundation of a new Star Trek movie (a story covering two movies), but I will not set it here as it is founded on Star Trek materials already in existence and as such, it is not mine, that and the fact that the people at Paramount should be ahead of me, if I can come up with the goods and they cannot, you can draw your own conclusions on that. The second part was a new idea on something that might be seen as either a sequel or a prequel. I am not much of a horror fan, never was but I sometimes go see one. There was Poltergeist, the Relic, Grave Encounters (one and two), and then it happened. The idea got into me and these movies gave way to the paving of the idea, they are important (somehow). I remembered a ride in a Dutch theme park named ‘the Efteling’, the ride is called ‘Villa Volta’ and it refers to a legend called ‘de Bokkenrijders’ (the Goat riders). The story goes back to a book written in 1779, the book and the gang actually referred back to 

  • Gabriël Brühl – sentenced to death by hanging, 10 September 1743.
  • Geerling Daniels – died of two self-inflicted stab wounds, 28 January 1751.
  • Joseph Kirchhoffs – sentenced to death by hanging, 11 May 1772.
  • Joannes Arnold van de Wal (“Nolleke van Geleen”) – sentenced to death by hanging, 21 September 1789.

When we consider these parts, we see the foundation of an excellent horror movie, one with references to the past, consider that the area ‘the Kempen’ was not the most illuminated one and also largely absent of lighting, we see a larger stage, with the robbing of churches, people and devil worship that the stage for something nicely haunting can be made. A stage that includes parochial corruption, envy based corruption and superstition all whilst there was an actual danger of cutthroat robbers does tend to lend a hand in setting nerves on fire as we contemplate what is behind the three doors, it might help to realise that it is not the doors leading to the living room, the street or the cupboard door to the bed (people slept in cupboards in those days). A stage that was determined not by law (even as they claimed it) but by fear and by the hands of the church, yes, those were the days.

So as I was setting the field to all kinds of creativity, the US government changes the timeline I had in mind initially (at https://lawlordtobe.com/2020/12/03/trillion-dollar-musk/  where I wrote ‘Trillion dollar Musk’, the stage where I predicted “I stated before that in the next 3-4 years his value will increase to roughly $1.2 trillion dollars, or in a less shorthand version $1,200,000,000,000, yes that is where he is heading and he already has most of the IP in his possession to do so”, now we see that Reuter gives us ‘Biden proposal: $174 billion for EVs, new funds for renewable power’, a stage where we are told “The White House said the new EV funds will result in more U.S. production of EV components and batteries and fund new consumer rebates and tax incentives “to buy American-made EVs, while ensuring that these vehicles are affordable for all families and manufactured by workers with good jobs” and that is the beginning for Elon Musk to chisel in stone the setting that gets him a trillion dollar plus member and he already has most of the IP to do so, the little he is missing was in one of my articles and likely his team already has the stage in place to get started, I reckon (speculatively) that Elon Musk and his Musk-wares will optionally be a household name within the decade, equalling, optionally surpassing Google, Apple and Microsoft in the process. It is the power of innovation and the sooner the iterative flaccid minds take notice, the better the world becomes. 

And so it begins, the stage for a new technology driven economy comes into play and when 5G deploys all over the world, the old people (Arvind Krishna, Satya Nadella, Larry Ellison et al) see what happens next, they will race, they will cry needs and they will object to all kinds of things, but the world is changing and unfortunately for them, Elon Musk seemingly has the goods.

It will not make changes overnight but it will make larger changes. He will not do it alone, there are larger players who will be part of all this, but not the three mentioned and if they do not adjust the need of their shareholders to actual innovative jumps they will become obsolete. Yes and it includes Microsoft, who has the good fortune to be reduced to a user facilitator. The innovative will also push us into directions we are not completely ready for, but that is the foundation of innovation. You see Ren Zhengfei was initially part of that, but the Wall Street players saw what they were missing out on and their anti-Huawei rhetoric is playing against them, now the US will miss out on a lot more, the question is will the change of direction go towards the EU, or will there be another direction? I actually do not know, but to cater to these changes proper 5G was required and in the speed section, we see (according to statista.com) that Saudi Arabia is at the head of that speed setting, yet both Canada and Australia have more than the minimum speed requirement (America does not), as such they do have a larger advantage at present and that matter, because the developer that fits the bill will have an easy mark raking in revenue in whatever direction innovation pushes. I cannot tell what direction it is in, because I simply do not know, but the earlier step (the Elon Musk deal) will also push domotics and smart devices and they are optionally now all driven by Musk technology. 

So here in the beginning of new technology, we see players, but not the players that hoped to be in charge and that drives them to all kind of directions, it is THEIR personal horror story, and they fear to be non-essential, the rich fear that as much as a direct loss of wealth, because when their status as essential captain of industry goes, so do their automatic revenue renewal programs, and it seems like we get to see the impact of those changes earlier than I expected.

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An almost funny thing

I saw an article at the BBC and I will get to that in a moment, but it reminded me of a situation that happened in 2010. I needed a new laptop and I was looking in a shop at their Collection of laptops. A man came to me and was trying to convince me just how amazing this laptop was. My inner demon was grinning, I get it, the man was enthusiastic, he was giving the numbers, but in all this, did he realise what he was saying? I am not doubting the man’s skills, he was doing a good job, I was however in IT and had been there for 30 years, so I have pretty much seen it all, and there it was, my little demon, on my right shoulder calling me ‘pussy’. So as the man stated ‘this laptop has a one terabyte hard-drive, can you even imagine ho much that is?’, I could not resist and my response was ‘Yup, that would fit roughly 10% of my porn collection’, his jaw dropped to the ground, his eyes almost popped, the demon inside me stated ‘Nice!’ Actually, it was not quite true, it would only fit a rough 0.32114%. It was the impact of the shock factor. You see, there is a hidden agenda there, when you (appropriately) use the technique, you get to see the real salesperson and that was what I needed. He was thrown, but he recomposed and continued giving me the goods on the laptop, I bought that laptop roughly 132 seconds later.

So today I saw ‘The Rise of extortionware’ (at https://www.bbc.com/news/technology-56570862), here I notice “where hackers embarrass victims into paying a ransom”, it is not new, it is not even novel. I will also give you the second game after the people involved get arrested, they will demand anonymity and any bleeding heart judge will comply. I state that these people will be handed the limelight so that the people that faced ransomware attacks can take their frustration out of these people. But that remains wishful thinking. So next we get “Experts say the trend towards ransoming sensitive private information could affect companies not just operationally but through reputation damage. It comes as hackers bragged after discovering an IT Director’s secret porn collection.” I have the question was it a private or a company computer? You see, sone focus on the boobies, just what the advertisers on Twitter hope for, they want the click bitches, it makes them money. It is time that we set the larger stage, you see the entire mess would be smaller if Cisco and Microsoft had done a proper job. OK, I apologise, Cisco does a proper job, but some things slip through and in combination with Microsoft exchange servers it is not slipping through, it is a cyber hole the size an iceberg created on the Titanic and we need to set a much larger stage. So when we see “Thanks God for [named IT Director]. While he was [masturbating] we downloaded several hundred gigabytes of private information about his company’s customers. God bless his hairy palms, Amen!”, it seemingly answers that he might keep it on a corporate computer, or he uses his private computer for company stuff. Yet in that same light the hacker should not be allowed any anonymity, we all get to see who the hacker is. If there is something to be learned it is see with “Hackers are now actually searching the data for information that can be weaponised. If they find anything that is incriminating or embarrassing, they’ll use it to leverage a larger pay-out. These incidents are no longer simply cyber-attacks about data, they are full-out extortion attempts” There are two sides

  1. The station of ALWAYS ONLINE needs to change, there needs to be an evolving gateway of anti hack procedures and a stage of evolving anti hack routers and monitoring software. You think that Zoom is an option?
    Tom’s Guide gave us less than 2 weeks ago “More than a dozen security and privacy problems have been found in Zoom”, as well as “Zoom’s ease of use has made it easy for troublemakers to “bomb” open Zoom meetings. Information-security professionals say Zoom’s security has had a lot of holes, although most have been fixed over the past few year”, so whilst you contemplate ‘most have been fixed’, consider that not all are fixed and that is where the problem goes from somewhat to enormous. Well over 20% of the workforce works at home, has zoom meetings and that is how cyber criminals get the upper hand (as well as through disgruntled employees), a change in mindset is only a first station.
  2. Remember that Australian? (Julian Assange) We were told that soon there would be some leaks on issues on banks (Wall Street) then it suddenly became silent, now some will say that it is a bluff, but in light of the meltdown in 2008, I am not so certain, I reckon that some have ways to show the hackers who they are and they profit by not doing that. Can I prove this? Absolutely not. It is speculation, but when you look at the timeline, my speculation makes sense. 
  3. The third side is optionally the second side as the second side might not be a real side. When we see “Hackers are now actually searching the data for information that can be weaponised. If they find anything that is incriminating or embarrassing, they’ll use it to leverage a larger pay-out. These incidents are no longer simply cyber-attacks about data, they are full-out extortion attempts”, the underlying station is ‘information that can be weaponised’ and the IT sector is helping them.

How did I get there? The cloud is not as secure as some state, and the salespeople need to take notice. Business Insider gave us about 6 months ago “70% of Companies Storing Data With Cloud Companies Hacked or Breached”, see the link we are now slowly getting presented? 

In the OSI model, we see layers 3-7 (layer 8 is the user). So as some have seen the issues from Cisco, Microsoft and optionally Zoom, we see a link of issues from layer 3 through to layer 7 ALL setting a dangerous stage. Individually there is no real blame and their lawyers will happily confirm that, but when we see security flaw upon security flaw, there is a larger stage of dangers and we need to take notice. And here the dangers become a lot more interesting when we consider the Guardian yesterday when we saw “Intelligence value of SolarWinds hacking of then acting secretary Chad Wolf is not publicly known”, what else is not publicly known? How many media outlets ignored the Cisco matter, how come ZDNet is one of the few giving us “it’s not releasing patches for some of the affected devices that reached end of life” less than 8 weeks ago. Again I say Cisco did the right thing by informing its customers close to immediately, yet when we see “More than 247,000 Microsoft Exchange servers are yet to be patched against the CVE-2020-0688 post-auth remote code execution (RCE) vulnerability impacting all Exchange Server versions under support” (source: bleepingcomputers.com) as far as I can see, a lot of the media ignored it, but they will shout and repeat the dangers of Huawei, without being shown actual evidence, and I state here, that unless we make larger changes, the extortion path will evolve and become a lot larger. With 70% of cloud systems getting hacked or breached, a large chunk of the Fortune 500 will pay too much to keep quiet and who gets to pay for that? There is a rough 99.867765% chance that its board members will not, it might be speculatively, so please prove me wrong.

A stage where the needs of the consumers changes in a stage where the corporations are not ready to adjust and all whilst the IT salespeople have that golden calf that does everything and make you coffee as well. Adjustments are needed, massive adjustments are needed and we need to make them now before the cybercriminals are in control of our IT needs and that is not mere speculation, when you see flaw after flaw and too little is done as too many are the victim of its impact is a serious breach and it has been going on for some time, but now it is seemingly out in the light and too many are doing too little and as we laugh at “God bless his hairy palms, Amen!” Consider that stage, and now consider that they invade a financial institution, these are clever criminals, they do not empty your account, they merely take $1, perhaps $1 every other month, this implies that they are looking at a $16,000,000 every two months. And this is merely one bank, one in a thousand banks, some a lot bigger than the Australian Commonwealth bank and lets face it, the fact that layer 3 to layer 7 is leaky in hundreds of thousands of customers, do you really think that banks are off-limits? Do you really think that this is a simple hick-up or that the scenery is changing this quickly by people claiming that it will be fixed in no-time? 

We need massive changes and we need them a lot sooner than we think.

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Intelligence, Business Intelligence

The stage we see is the stage that is presented by all kinds of media. This time (apparently) it is not about slapping the media (alas). The stage is rather large and has a few corners that we consider and there is a lot to be considered off. 

The first part of the thought had been out within me for a while, I made more than one mention in the past, but not in relationship to Gamestop, I did made them in consideration to Nintendo. There is an active game that implies a relationship between hedge fund managers, a share of analysts and short selling. We accept the words by Larry Beinhart who gives us “it does not mean we are entering a new age where the power of Wall Street will be truly challenged”, yet the short selling remains an issue. The larger stage was (in a previous stage) where Nintendo would not make the ‘expected’ revenue, yet they were smashing it again and again, quarter after quarter, the short selling stage was set and it happened over the back of Nintendo, now we see that they are till breaking records. So when we see “A few of the little guys – with lots of time on their hands and access to online trading tools – told lots of little guys that if they all bet on GameStop by buying shares, the price would go up. That would force the short-sellers – who thought they had fixed the race – to also buy in order to cover their bets before the prices went even higher. This indeed pushed the prices higher. That was exciting and profitable and more people heard about it and jumped in”, yet this stage where some step in and block the short selling game, which in some views is not some form of gambling, but a setting to ‘rig’ the playing field is now under fire through social media, and the hatred that the amateur has towards hedge funds will not stop any day soon. As such the article (at https://www.aljazeera.com/opinions/2021/1/31/the-gamestop-affair-was-not-about-class-resentment-or-revenge) does not open a door but to some extent a gaping wound, and there is every chance that it will get worse.

Here too is the stage where I am part of the problem, a lot of us are, because we see short selling not as an art, but an emotional blemish on those who do perform we put emotion in the stage in stead of taking it out. I know that I am not exempt from that stage, yet I am aware that I am in this stage, for me Nintendo was the trigger, the attack on those who do perform and there is the problem. We are what we feel and I feel Nintendo did an amazing job (making Microsoft their bitch for one), and it is that sentiment that is basically part of the problem. The stage is not merely the hedge fund, it is the analyst who uses THEIR algorithm to set the stage and it is a two step stage that me, myself and I as well as plenty of others do not trust. You see, I never trusted the Nintendo dip of March 16th 2020, they were breaking records, they smashed past Microsoft and their online stores were raking in the cash, one could ague that rakes were designed, just to gather the Nintendo money, they were doing that well and now, nearly 9 months later they nearly doubled their value and well over 300% from 2017 when the Nintendo Switch was launched, and they have currently sold almost 50% more systems than the lifetime sales of the Xbox One, which had 5 additional years. In this I see pride, and a little of vindication on the lack of intelligence (read: stupidity) by Microsoft, and weirdly enough there aren’t that many short selling games involving Microsoft, as such the ‘game’ involving Gamestop shows a different game. A game that is speculatively set up against the smaller players that do not have the global support that a player like Microsoft seemingly has, but that could be my emotion speaking and I am upfront about it, because I am trying to properly inform you (well at least to some degree). 

And it is here where we look at the article by the Economist (at https://www.economist.com/finance-and-economics/2015/11/10/a-companys-battle-to-show-it-was-a-victim-of-abusive-short-selling) 5 years ago. There we might notice the headline ‘A company’s battle to show it was a victim of abusive short-selling’, yet who noticed “the shorter can buy new shares more cheaply to settle with the lender, and pocket the difference, less a small amount of interest. Those who make their living this way do markets a big service, by seeking out and drawing attention to mispriced shares”, so whilst we consider ‘drawing attention to mispriced shares’, is anyone taking a larger look at the analyst and their arbitrary designed profile syntaxes? Is the stage ‘who is likely to loose value’ or is it ‘who is more susceptible to a short sell attack?’ And who has the goods that could prove either? We see that the short sell attack is thwarted on Gamestop, but gamers are a dedicated emotional bunch under the best of conditions, other players might not be that lucky. So who is looking at the Business Intelligence analyst?

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The academic freezer

It is a harsh stage, at times we tend to, according to our own nature, be cold, ice cold. In some cases (like mine) inhumane cold. I am not doing it intentionally, but I do get that some see me as  cold insensitive bastard, and I like ice cream too. So here I am in a setting that does not appeal to many, but outspoken so that you know what is in play. You see, we see and some feel the hrh reality of the Coronavirus, and the BBC gives us ‘Coronavirus: Germany to go into lockdown over Christmas’, I get it, we need to be careful, but the cold numbers (as reliable as they can be) give us 72,221,006 corona cases, 50,607,364 recovered and 1,613,868 cases ended with a heart rate of ZERO. So basically we see 69% made a recovery, 3.18% did not make it, the rest is still in a stage of healing. Consider all the actions, all the ruckus and all the settings for these numbers. Now, I am all for stopping the disease. 1.6 million is not nothing, and as we see all the presented decks on more people dies in the US than in WW2, we are all overreacting. Whilst we see that WW2 ended the lives of 405K Americans, another source gives us 291K deaths, so who can we trust? The numbers are less than a month old, all whilst WW2 ended in 1945. As such when we consider that several of the sources tend to be seen as reliable, who fed them these numbers? 

You see, the reactions we are seeing is on a stage of 3.18%, all whilst we also see “11% of all deaths and 42% of CVD deaths” (CVD=Cardio Vascular Deaths), this was in 2018, so how much fuss was made over heart issues? When we see the numbers next to others, Corona does not amount to too much. I am not stating that we ignore the event, I am showing you that the over reaction is a little much. Especially as we entered a recession in the end of 2018, an economic setting that nearly all governments are trying to avoid, especially in light of the debts that all these governments have. Another ploy that Wall Street is happy about, they got to blame a disease and optionally the CDC as well. 

Am I overreacting?
That remains to be seen and it is a fair question to ask, yet I am showing you the numbers, the charts and the percentages, those you can calculate yourself (you might find a rounding adjustment at best). 

The sight that we see is a scary one, governments have ordered billions in vaccines, a vaccine that we do need to have, but the bombastic fanfare is one we could have done without and no one is looking hard at the recession, are they? ABC gave us last week “The recession is technically over but for wages and jobs, the recovery is a long way away”, is the recession really over? Is the overreaction and shifting of the blame towards Corona justified? Ask yourself that question when you see the extended amount of unemployed people, when you see the lack of controls on corporations when we consider the impact of what should have happened. I said it from the very beginning, the numbers never added up. I was merely unsure what they were supposed to be and when you see numbers not matching on a whole level of fronts, perhaps you will wonder where the numbers came from as well, there is a level of facilitation in play that is happening on a number of levels and it seems that the left hand has no idea what the right hand is doing, in all honesty I wonder if you can figure out what the right hand and what the other one was all along.

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Gaming on a serious level

Yup, one sees a game, the other sees an application and the third sees a solution, that is how it is, how it, for the most has always been. I got introduced to Palantir in 1998 or 1999, I got access and took a look at it. At the time I was working for other parties and I noticed that Palantir government had a setup the was nice, it was not what we now call IBM Miner, but it had potential. So when I got introduced to the news giving me ‘Secret and unprofitable Palantir goes public’ I took notice. You see, I started to wonder what was happening, the quote “Seventeen years after it was born with the help of the CIA seed money, data-mining outfit Palantir Technologies is finally going public in the biggest Wall Street tech offering since last year’s debut of Slack and Uber”, it gets to be a little worse when we consider “Never profitable and dogged by ethical objections for assisting in the Trump administration’s deportation crackdown, Palantir has forged ahead with a direct listing of its stock, which is set to begin trading on Wednesday”. You see the setting is not great for Palantir and as I see it, over 17 years they made their own bed, this is seen with “The company has just 125 customers in 150 countries”. Now, I can claim that I am not the brightest person (even though I passed the Mensa requirements), but the stage of 125 customers in 150 countries is not manageable. Even as they ‘hide’ behind “Our software is used to target terrorists and to keep soldiers safe”, you see, the software has a foundation and a base. Even as one foundation part is to hunt terrorists, the base is to analyse data. I can hunt terrorists with IBM Statistics, IBM Miner and Mapping software, it might not be fast, but it will get me there (well, mostly anyway), so in the setting we see with Palantir, we see a larger failing, especially over 17 years. They had well over a decade to extent the bae and create an additional foundation, optionally getting another 125 customers, yet that was not what they did, is it? So when we see “Palantir paints a dark picture of faltering government agencies and institutions in danger of collapse and ripe for rescue by a “central operating system” forged under Thiel’s auspices”, I merely see an excuse. You see Palantir has no need or reason to rely on a station with ‘faltering government agencies’, by extending the base and creating another foundation they would not need to rely on the side and add an optional third foundation called reporting. The need for washboarding and sliceable presentations have been a larger requirement for close to a decade, these options are required in the intelligence world as well, leaving it up to others means the the slippery slope of business intelligence becomes smaller and less pronounced, a place that relies on long term vision has been lacking that a lot, has it not?

Even as Scott Galloway from New York University gives us “They’re massively unprofitable and they’ve never been able to figure it out”, the obvious question becomes, were they unfocussed, uncaring or just lazy? The vendor the relies on government jobs can’t rely on them for more than 2 years, if the program is not showing forward movement, there is no long term justification and when we see “Palantir has accumulated $3.8bn in losses, raised about $3bn and listed $200m in outstanding debt as of July 31”, we see the faltering position that Palantir is in. It cannot rely on the customer base it has, because well over a third has extended its credit card too much, as such they need to adapt to a form of Business Intelligence gathering, data mining, slicing and washboarding and set a new stage in long term reporting. As I see it, Banks and financial institutions will have extended Business intelligence needs and additional needs as well. If you think that financial fraud is big now, wait until banks automate under 5G, it will be a tidal wave 5-10 times the one the banks face now and they will need to have additional ways to find the transgressors, relying on the police will be a monumental waste of time, which is not the flaw of the police, it is the consequence of the times and their needs. I state financial institutions, because it is not merely the banks, it is the credit crunch seekers that will need to find the people with outlandish debts and as the laws will adjust because the banks will no longer accept that the wife gets the house so that they can live in luxury of what they could not afford, the game ends soon enough, the credit drive will force change and there would be a market for Palantir if they adjust. They need to adjust faster the they are ready for, but the current agenda does not allow sleeping at the helm. As I personally see it (on small and debatable data), Peter Thiel took too long and even as we are being told “winning a modest contract early in the COVID-19 pandemic for helping the White House gather data on the coronavirus’s impact”, I wonder how the data collection part was achieved, in light of all the places where no data gathering correctly existed, the stage of the gathered data becomes debatable. 

The article (at https://www.aljazeera.com/economy/2020/9/30/palantir-goes-public-in-biggest-wall-street-tech-offering-of-2020) as a lot more debatable parts, in all they are tracks that could have been highlighted by adding a few commercial data gatherers to the fold from day one. There is the other need for a setting of adjustment and weighing of origin data, all whilst all the data is scrutinised. I reckon that this would set a stage where the findings of Sarah Brayne would be considered in house and not after certain stages went live (or perhaps they were merely ignored). She found “the Los Angeles Police Department’s use of Gotham, found the software could lead to a proliferation of unregulated personal data collected by police from commercial and law enforcement database”, I will add to this, the setting that the software was designed to people employing trade craft, they would be outliers on the entire board, a setting that rates questions on people who seek cheap solutions because of budget, seek evasion because of divorce and outstanding bills, the acts are similar but not terrorist in nature.

OK, I admit, I do not know the exact setting in LA (other that Lucifer is their consultant), but the setting of outlier data came to mind in the first 10 seconds, and the finding of Sarah Brayne and ‘proliferation of unregulated personal data’ supports that, apart from the fact that unregulated data tends to be debatable and optionally in part or completely incorrect, data mining gives us the option to clean if the sources are known, unregulated personal data takes the out of the equation because the origin of the data (the person adding and manipulating data) is unknown and as such the data becomes unreliable. 

That is a lesson that banks would have told them quickly, if not them, then players like Equifax, because Palantir will end up in their fairway, the odds would not be even for Palantir. Yet Palantir needs to grow if they are to exist in a stage after tomorrow, to the there is no doubt, the US, UK and most EU nations cannot continue on the intelligence data foundations that they currently are. So as we see that, how many customers could Palantir lose? Growth is as I see it the only path that remains, banks are the most visible needling of more intelligence gathering, but they are not alone and Palantir needs to gird their loins.

 

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In Netflix we trust

Yup, as marketing titles go, it is not the worst and to be fair, Netflix has its ups (and downs), yet there is no denying, they have been offering a lot more than most and the really good series that they do not have (Billions for example) does not mean that they are not on a high. In that setting I was considering to additional titles for the Netflix barn.

Title unknown

It is a weird title to set the stage to, I saw the movie about 25 years ago and I still remember parts of the movie, this movie sticks with me like nothing I have ever known. In the movie a man basically commits a misdemeanour and unknowingly leaves the state, as he lives his live, a well respected man, engaged to a nice lady and a decent breadwinner, he is contacted about the event. He is willing to pay a fine, he is willing to make repairs (he did no damage to anyone), and he is offered a deal one months of light jail time in the state the crime was committed and the slate is wiped clean, when he gets to the town he is arrested and in court he is made an example of, nothing of his goodwill is shown and he gets a much longer jail term and not in a light jail, the system intentionally thoroughly destroys the man and after a long time, he escapes. A little later we see the man approaching his fiancé, she asks him how he will survive, his response “I’ll make it, I’m a criminal now”, the man is a psychotic shade of his former self.

I was unable to find the movie, but I would love to see it again, I also believe that this movie could be remade into a modern version, I reckon Will Smith might be a great fit, but that is not a dealbreaker, there are several really good actors, Chiwetel Ejiofor, Don Cheadle, all great choices, all established actors, because this is not a soft movie, this would be a much darker version as today is a much darker reality than the people in 1950 could dream of. 

Hiding Out

Hiding out is a 1987 comedy drama. It is not one of the best 140 movies from the 80’s, yet I still remember the movie. I believe it to be a diamond in the rough (sorry Disney). Jon Cryer made it into an above average movie. And it could be made into a serious piece of work, perhaps a 3-4 episode mini-series. The story is about 3 stockbrokers passing off bogus stock for the mob, when the issues start the mob get rid of one of them and the other two run for cover into the arms of the FBI, yet on route things happen and one more bites the dust. The one remaining (Jon Cryer) goes underground in high school. I believe that it could be a much larger story, especially if we add darkness and realism to the remake. The original was fine, especially in 1987, but in 2022, if we set the stage in episode one into a more realistic view of stock markets and how bogus junk bonds are created, the risk involved and how the US government is basically unable to stop it, merely limit the damage at best. From that we get to episode two and shed light on FBI protocols and activities. How they work (to some degree) and the options of evading the FBI (and the mob) as the protagonist ends up in a less visible state (like Arkansas, Ohio, Idaho, or Wisconsin). As such we see the stage of how the new protagonist sets up his new identity in one of these state colleges as an economics teacher. Episode three will be set in college life and how he falls for one of the other teachers, and her life (so we can use the ATM part to get the mob and FBI back on track), and in light of that we get to the final episode where we get the showdown, the arrest of some (not all) of the mob and the essential need of the protagonist to enter witness protection. The episode ends with him falling of the radar and some look on how witness protection works. I state all this in an academic approach, but it will be a drama (some comedy would be nice too), Jon Cryer is too old for the role now, but I believe it would be nice having him as the clued in FBI agent, or perhaps one of the mob bosses. Merely two ideas mixing in my mind, and it is only Monday, what will I be capable of on Wednesday? 

Well, that will be another story, optionally another creation whilst I wait the terms I have to wait for.

 

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Death is like Sake

I have not looked at the entire Coronavirus for a while and it is not because I do not care (I don’t actually), there is so much information both good and bad thrown at all of us, I decided to set the stage in other paths and other ways, but now I see it is time to look at it again.

Death is like Sake, they are both served at 15%, whether it is death, or it is alcohol it matters not, only the dying care about the alcohol part. But it is there, I saw the numbers in France, Spain and Belgium. They are in the 15% group, as such I reckon that life after Corona will come with a decent vacancy shortage and those acting early will have the manpower, others will strike out. 

You see, there is always an option when the difference is 1%-4%, this happens everywhere all the time, shortage in one, too much in another, the markets adjust, yet when the difference and shortage is 10%-17% we see a shift of issues, companies trying to adjust to larger shortages, hollowing out the ball until it is a mere egg, but this egg is empty and the smallest pressure in the wrong side and it all comes tumbling down. Yet many will be in denial and they are setting their ego in that same stage with the snide silent remark ‘It’ll be right’, yet this time around their experience will not aid them, 14%-17% in some area’s will be too much, and the enterprise bites on both sides, it is not merely the 15% less staff, the larger stage is 15% less consumers, as such some business ventures will not make the numbers, will not make the stage and will not make the spiced expectations of Wall Street analysts. 

And it is not all good news, so when we consider the following shortage in Engineers, Technicians, Accountants, Nurses, IT staff, Technical and commercial sales representatives, and then consider when these shortages are 15% larger than a year ago, how many business ventures will get hit you think? All that before the rich corporations fly in and buy up the profitable companies and start-ups that cannot deal with the ledge that vacancy shortage brings with them. They become a ‘an XXX organisation’, and a year or less later they are merely a division in XXX (insert mega corporation name at leisure). And nothing wrong is done here, those with short budgets get bought out, that is how the world works and they are doing nothing wrong, so as some companies are feeling the pinch, the setting will shift a lot faster and larger than some of them consider or realise. 

So whilst they see the impact of corona casualties and the impact of “Employees who work in a role that can effectively be done from home are welcome to do so until at least October 2”, and we see it published almost everywhere, in this with the additional information on jobs lost, yet the entire station is not ready what happens to companies start to figure out that they are too low on staff, it is not merely the people who do not make it, but those who remain could decide to jump ship to the places they really wanted to work. As such the shift merely increases and that is before corporations in richer countries start to shanghai from every other place they can, I do not think that this is an immediate event, but it will be out in the open to a much larger degree in about a year, and the worse the impact of COVID-19 is, the larger the shift will become. So like Sake, the consumer drinks the first bottle, the second bottle drinks the first one and the third bottle drinks the consumer.

 

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The enemy is us

It is not a new setting, yet thee setting is more complete. We are being duped and misinformed by a player who has no evidence, it merely is in a stage where it has become Oliver Twist stating ‘Please Sir, can I have some more’ (as I made mention to yesterday. Yet so far they have never produced ANY evidence that their statements hold any value, any facts or any truths. The best we can get are speculations and even as we will not dismiss speculations, the evidence is not on their side, their side is a collapse of economic prowess and a complete shutdown of the dollar, their greed got them that way. So when we we see the BBC give us ‘Ministers signal switch in policy over 5G policy’ we see nothing immediately wrong until we see: “He added he wanted Samsung and NEC to become 5G network kit providers”. So Digital Secretary Oliver Dowden, a person that has now firmly set his personal intent towards American confirmations by giving the handle to two providers, one with close to zero 5G IP powers? 

Lets look at the state of things, in the first, I am a capitalist, there is nothing wrong with being a capitalist, yet I have never stepped away from accountability, and I will demand that we all demand complete accountability for those making these steps, including the warrants for treason against people like Oliver Dowden for betraying the economic station of the commonwealth. The UK and other nations needed the Huawei goods for that, but the corrupt republic of the United States is stopping this because it would end their greed driven needs that will not be stopped until we are all under the foot of Wall Street and no one is waking up.

Now, if the US (that place with stupid people) has actually presented factual and direct evidence of Huawei equipment being and actual danger, the situations would be different, but that has not happened has it? To see this we can point to the Verge (at https://www.theverge.com/2019/3/17/18264283/huawei-security-threat-experts-china-spying-5g) and a few other sources. They give us “Is Huawei a security threat? There is no hard evidence to support this notion, and some of the reasons put forward for this notion are weak. For example, the background of the chairmen of Huawei. Huawei founder Mr. Ren Zhengfei once served in the People’s Liberation Army. As we know, serving in the army was one way of getting out of poverty for people in the countryside, which is where Mr. Ren is from. His time in the army was a short one and he was not in any important position.” There was no hiding these facts and as far as I can tell, they never did, yet the US has hidden the flaws of Cisco equipment for well over a year, even as these devices gave criminals access to global networks, so who is at fault? Then there is the point of view of Senator Warner (Democrat from Virginia) “There is ample evidence to suggest that no major Chinese company is independent of the Chinese government and Communist Party — and Huawei, which China’s government and military tout as a “national champion,” is no exception. Allowing Huawei’s inclusion in our 5G infrastructure could seriously jeopardize our national security and put critical supply chains at risk. It could also undermine U.S. competitiveness at a time when China is already attempting to surpass the U.S. technologically and economically through the use of state-directed and state-supported technology transfers.” This is quite. Clearly a point of view and he is allowed to have it, more importantly he should be allowed to have it to influence AMERICAN positions, no one denies this, yet take consideration of ‘at a time when China is already attempting to surpass the U.S. technologically and economically’, which is an issue for them, especially when you realise that Huawei is 3-5 years ahead of America, the patents are pretty precise about that, Huawei focused on 5G when almost no one else did and now that 5G is here, the US is blatantly backwards to that side of the equation, hiding behind marketing like 5G evolution, which is at best 4G with a different label, the press gave light to that small part. We can go on about this, but I feel it is important to give light to Francis Dinha, CEO OF OpenVPN. He gives us “The US is right to treat Huawei as a security threat, but I don’t believe any ban on any equipment is the right solution. No matter what equipment we use for 5G, there will be security risks. With such an exponentially higher amount of data, there will inherently be an exponentially higher risk. But taking a competitor out of the market could lead other companies to get complacent, which would mean US innovation and development could be slowed — which presents an even more severe security risk overall. Rather than relying on our network to be secure, we ought to seriously consider building an overlay secure virtual network across the 5G infrastructure that could provide end-to-end security, controlled and managed by the 5G network operators. We need guidelines to improve network security, and we need to push to make software for this equipment open-source. Open-source means transparency and security, which is exactly what we need as we move to 5G. Huawei is a risk, certainly — but there are other ways besides a ban to mitigate that risk. No matter who is making our 5G equipment, we need to be proactive about cybersecurity.” I do not completely agree with him, yet he states that the US should be allowed to see Huawei, a Chinese producer as a threat, I cannot deny them that right. What is important is ‘could lead other companies to get complacent’ I believe that he intentionally omitted the word ‘American’ from that part and this is exactly how Huawei got to get ahead in the game in the first place, so let’s call that a checked item, shall we? And then he gives the diamond in the rough, with ‘Open-source means transparency and security, which is exactly what we need as we move to 5G.’ We see the larger frame, Huawei offered 1-2 months ago, to sell their technology allowing others to catch up, but it was basically rejected out of hand, why? I personally see it as the fact that Huawei would still have ended up with a massive chunk of cash (off course) and that is where the so called American bankrupt state is in danger, it needs all the cash it can get and it needs to set the stage where Chinese corporations ends with close to none, their stage of equilibrium is what Wall Street dictates and the 25 trillion market its only viable when the US gets 75%, not 25% and China with 75%, that is the larger issue and the US (Europe too) are too far behind Huawei at present, if the 5G war is decided between 2022-2024, Huawei has basically won and the US has nothing, that is the stage we are aligning to. So as the BBC gave us “Ministers approved Huawei’s involvement in January, but some senior Tories want to prevent that because of concerns over security” we would love to know which senior politicians and what EVIDENCE they have,. But we will not get an answer to either part there will we? And as we are given “In principle, controlling the tech at the heart of these networks could give Huawei the capacity to spy or disrupt communications during any future dispute. This is important, as more things – from self-driving cars to fridges, baby monitors and fire alarms become connected to the internet.” There is the issue of evidence and the fact that America has that same ability, and let’s not deny the fact that we have seen that America will lie to everyone else when it serves THEIR purpose, so how is this any different? The maker of the BBC text did go all out to mention ‘baby monitors’, so far there is a much larger concern when they are connected to the internet, the fact that the CISCO equipment there is making it already an option, so we do not need to wait for either China or Huawei, and the BBC article does not bear that out, does it? 

At what point did we disregard the need for evidence? I meed it because I am not writing some pro China article, if there is ACTUAL evidence it needs to be out in the open so that we can make an informed decision, the decision makers seemingly do not want that to happen as there is no evidence, there is only the emotional stage, or as Mark Rubio Republican for Florida voiced it “Huawei is a Chinese state-directed telecom company with a singular goal: undermine foreign competition by stealing trade secrets and intellectual property, and through artificially low prices backed by the Chinese government”, which is interesting as there is all kind of evidence that opposes ‘a Chinese state-directed telecom company’, as well as ‘stealing trade secrets and intellectual property’, the second one is interesting as that is not the function of Huawei and moreover, Huawei is 5 years ahead of any American competition and well over 3 years ahead of the mainstream competition, so why steal the IP of someone who is intellectually backwards? I fail to see the point, do you?

By adhering to greed driven agenda’s we have become our own worst enemy and I will be around to see this explode in our faces and for the most, I will get to ridicule the media for adhering to the need for misinformation and to let those who championed false information get away with a fat wallet whilst destroying the Commonwealth economy, because that is still up for debate, there is no alternative, these people can emigrate to America and never be allowed back into the Commonwealth until they are prosecuted in open court with no allowance to hide behind ‘national security interests’, I reckon it would be their greatest fear, to be held to account for their actions, it usually is.

 

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