Tag Archives: Wall Street

November 1, 2025 · 10:00

What do bubbles do?

There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them. 

So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water. 

All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they  will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions). 

A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?

Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat. 

So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.

A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.

Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.

1 Comment

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

Tagged as , , , , , , , , , , , , , , , , , , , , , , , ,

October 11, 2025 · 18:36

The dams are cracking

Yes, that is the setting I saw coming, but there is always ‘space’ for interpretation and at present we see two stories that seem to illustrate this. The first one is given by the BBC (at https://www.bbc.com/news/articles/cly17834524o0 where we see ‘Tech billionaires seem to be doom prepping. Should we all be worried?’ It is a question to have, but what does the article ‘bare’ out? It is not that basic or simple. First we are given “Mark Zuckerberg is said to have started work on Koolau Ranch, his sprawling 1,400-acre compound on the Hawaiian island of Kauai, as far back as 2014.” So, he had 11 years? Seems like overly ‘doom prepping to me’ (is this sarcasm or satire?) The additional setting is “The underground space spanning some 5,000 square feet is, he explained, “just like a little shelter, it’s like a basement”” which seems like the average floor of a mall to me. I think that when the ‘basement’ extends well beyond 1000 Sqft, we can ignore the ‘basement’ label and whatever it is, it is his to do. He might be buying up vats of wine or Cognac, whatever it is. It will be his setting. Then we are given “his decision to buy 11 properties in the Crescent Park neighbourhood of Palo Alto in California, apparently adding a 7,000 square feet underground space beneath.” So here again we get the ‘speculating’ media for the setting of a story. So he might have bought the 11 properties, but what happened to them? What evidence is there? He could have bought this for his nearest and dearest. There are many options. Then we get more ‘famous’ names and locations like New Zealand come up. Yet about halfway we get a clarion call (as the expression goes), we are given “Neil Lawrence is a professor of machine learning at Cambridge University. To him, this whole debate in itself is nonsense. “The notion of Artificial General Intelligence is as absurd as the notion of an ‘Artificial General Vehicle’,” he argues. “The right vehicle is dependent on the context. I used an Airbus A350 to fly to Kenya, I use a car to get to the university each day, I walk to the cafeteria… There’s no vehicle that could ever do all of this.” For him, talk about AGI is a distraction.” And as far as I can tell, I feel like Neil Lawrence does with an addendum, and ad the very end we are given ““LLMs also do not have meta-cognition, which means they don’t quite know what they know. Humans seem to have an introspective capacity, sometimes referred to as consciousness, that allows them to know what they know.” It is a fundamental part of human intelligence – and one that is yet to be replicated in a lab.” And it is part of what I have been saying all along. And we get the larger setting from a second source. It is SBS (at https://www.sbs.com.au/news/article/australians-living-in-america-anxiety/p88o60wos) that give us ‘Saving money and packing ‘go bags’: How Australians in the US are preparing for the worst’ where we see “But she says the attitude towards foreign nationals under the current administration has made life in the US feel “scary”. Kate says these fears were brought to the surface during her green card interview. “They grilled me in the interview and asked me questions not even related to our marriage but about my previous visa and time in the US,” she says.” As well as “Many Australians living in the US are reporting experiencing high levels of anxiety and feelings of instability due to the possibility of rapid political change under US President Donald Trump.”

These are the settings that matter. In the first there is the BBC article that is making the ‘doom lecture’ but that is not the setting. When AI collapses like a near empty shell, people will all be tuning for their incomes and playing the blame game, but as we are given ‘Wall Street crashes after Trump announces 100% tariffs on China; $1.5 trillion wiped out’ consider what happens when all these AI ‘vendors’ fall flat, the damage will be more than 10 times worse, America loses 15 trillion. Can you even fathom that kind of loss? That will be the sounding implosion that leads to civil war when 90% of 340 million people lose whatever they had, retirements wiped out, other savings gone, they will get angry. President Trump will have to run for his life to air-force one as quick as his legs can carry him. Evading to Russia or anyone that will have him and his billions? Mostly gone, if not already abroad. Those who bought large mansions outside of the US are likely safe for two generations in France, Monaco, UAE, Bermuda, New Zealand, you name it, some will evade and this is the setting we see. I reckon that people in California will need high walls to keep others out, optionally armed defenses as well. 

Foreigners are now seeing the scary reality they signed on for and they are getting ready a ‘go bag’ to evade to wherever they can as quickly they can. Is this doom speak?

That is a valid question. You see, the AI setting is merely one, President trump soured the waters on tourism which is down in many ways and no reflective view is given by anyone in media. That amount of bad news they find likely ‘irresponsible’ and the media has no business using that excuse as they have been one of the most irresponsible parties ever. Then foreign retail. Canada pulled all the alcoholic beverages from the shelves in Canada. How much is that costing? One source (Source: Global News) gives us that the decline is 85%, that amounts to how much? These three settings is almost a certainty of recession and there is a lot more declines in the papers but the media will not give you the proper numbers. Several sources all giving different partially overlapping numbers. As such the economic dams of America are cracking. And they will lose a massive amount of revenue and while some will give some of the numbers. Most of us aren’t given the full view. I have some of the views as I have been keeping an eye on some of the numbers. But even I do not have the full view. So whilst some give us “The sell-off erased more than USD 1.5 trillion in market value from US stocks. Meanwhile, the cryptocurrency market faced record liquidations of USD 19 billion. This is the largest single-day figure ever recorded.” The part no one talks about is where are the billionaires set at? We see the wins of Elon Musk and Larry Ellison, but where are the other billionaires? How are they doing? And that disjointed Microsoft view.

Why the Windows maker?
That is a fair question. You see, they were all ‘heralding’ how good they were doing, but the shimmer in the shadows is different. We are given “Microsoft is currently losing money on AI development, having spent an estimated $19 billion in one quarter on AI infrastructure, with no significant revenue from it yet. The company also experienced a reported loss of $300 million in Call of Duty sales due to the Game Pass subscription model” all whilst Activision and Bethesda was bought for over $100,000,000,000 and that has an interest setting. They might be ‘offloading’ staff (over 9,000 according to some numbers) and whilst they and Adecco (firing into the thousands) are all set to AI, there is a hidden snag. When this falls short they will face a setting that is a lot more dangerous. People will not consider them in the future. So when the non-existing AI is set to the need of engineers it goes flat and when there is no one around (an exaggeration) to program your LLM, consider where your firm will be. ZDNet gave us “Microsoft’s CEO loves to talk about ’empathy.’ But everything that is coming out of Redmond these days is perilously close to turning the company into the Borg.” Basically a non-existent setting of people that cannot live in a vacuum and that is an additional side I never saw coming. I was focussed on Microsoft turning into an empty shell and when the substance is gone, the shell collapses. That is what I saw in Microsoft Games and Microsoft Office. It started in 2012 when their service devisions were no longer up to scrap and when support goes, so does sales and when we consider the over 100 billion for two companies its, whilst they weren’t making enough to even afford the interest on that, the picture of failure starts to evolve into a nightmare setting and sacking 9,000 people will not safe it. They are telling us now that AI is the future, but at present it does not exist and what does exist requires engineers (remember Builder dot AI?) It is a fictive setting that is showing up all over America and the ‘import’ people are seeing the cracks evolve and they want out as fast as they can. Which is good news for Aramco and ADNOC as they now get the choice of the litter, but for America it is bad news. So there is no doom speak. It is the returning story of a country who think it is too big to go bankrupt. I heard that story before (SNS Bank for one) then a few more banks and they are all part of something else. And America? Parts of America could be added to Canada and Mexico would be relieved to get Texas (the latter part is speculation) and that is the dangerous reality that others are facing. The question is what does it take to throw this around and whilst Wall Street is in denial. Others, those who can afford it, will be making a new household out of American clutches (like the non-tax countries mentioned earlier) also Saudi Arabia becomes an option, but the is reserved for the chosen few (and American Muslims of course). 

So am I delusional or do I have a point? I reckon that one of the larger issues (still setting) is how America deals with Alex Jones. Because if he gets his ‘blockage’ Americans will go insane, they will not accept that this Conspiracy theorist is allowed his fortune after he went after dead children (saying they were actors, who were not dead according to sources). I wonder where that will go, because as I see it, it will be the tinder spark America will be set on fire. At that point all bets are off and I reckon that most ‘New-Americans’ will run to the nearest airport. This might merely be my speculation and optionally a wrong one. But that is how I see it.

Beyond that, the losses that America is having and when all the numbers come out, the second stage is reached and whomever thought they had a retirement, they will all try to collect on whatever possible. 

It is a hard setting and I hope I am wring, because this collapse will fall over Japan and Europe pretty much soon thereafter. Connected currencies will take a massive tumble.

Have a great day, if that is presently at all possible. 

Leave a comment

Filed under Finance, Gaming, IT, Media, Politics, Science, Tourism

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

September 27, 2025 · 10:36

Balance of the matter

That is the setting as I see it, the balance and in particularly the Sheets balance is under attack. As we saw in Social Media

We are given “With distressed exchanges, Wall Street has found a way to restructure balance sheets that avoids Chapter 11” does this mean that financial means are no longer to be trusted in America? We get that people want to avoid their business to be seen as bankrupt, but to rebalance their books and with the approval of Wall Street is taking it a little bit far. I am not completely surprised with this action as I have said on several occasions that America is bankrupt, but to see it in action, for financial institutions like Wall Street to sound the clarion call to make it so that they appear not to be in ‘distress’ is a first clear setting for other people to take their investments out of America as soon as possible. And I get it, it is merely my point of view. So, tell me how do you react to the setting that the Financial Times is giving you? I did not read the article as it is behind a paywall, but the gist of the story is clear. And it is not about the ‘subtle’ setting of tax avoidance versus tax evasion. It is about restructuring your balance sheet. Like the Dutch banks did in 2013, the SNS bank put all the buildings in their care under a ‘bad investment’ book and the Dutch bank SNS Reaal and its banking operations, which was nationalized by the Dutch government on February 1, 2013, to prevent its insolvency and support the financial sector. As it was said (from sources) This action led to shareholders and subordinated bondholders losing their entire investments, as the Dutch state stepped in to prevent a larger financial crisis. The bad investments, primarily in real estate, led to substantial write-downs and ultimately forced the government to intervene and restructure the company. That happened before and I never accepted that action, now we see this in America on a much larger scale and it would be my (non-expert advice) to get out of their as quick as your legs (and privet jets) can take you and invest it somewhere more worthy.

This now gets me to the second setting I saw in Social Media. As some might say, Microsoft is at it again.

With ‘Microsoft said to block IDF from cloud system over use in surveillance of Palestinians’ we are given that “unit 8200 ‘violated terms of service’ in storing of phone recordings; military officials say unit backed data up ahead of time, no info lost” it is a simple setting that the backups are set towards ‘other’ sources like MySQL (or something like that) and fir the record, what evidence is there? I am not saying it isn’t true, I am asking what evidence did Microsoft have? Were they looking into the accounts of their customers? I am asking because that would be the first reason that people would drive their business to Amazon/Google/IBM/Oracle/Snowflake at the first light of day. I personally think it is the Microsoft way to make political statements and as they can slap Israel around and looking good doing it, that is what they are likely to do. Not an innovative bone in that rotten carcass (at present). And the media display is on my side of the cookie. They give us “Microsoft recently terminated the Israeli military’s main signals intelligence unit’s access to some of its services, after it allegedly used the Azure cloud platform for expansive surveillance of Palestinians, according to a Thursday report. According to the UK’s The Guardian, Microsoft told Israeli officials last week that the IDF’s Unit 8200 had “violated the company’s terms of service by storing the vast trove of surveillance data” on Azure.” (Source: times of Israel) and how was this data ‘begotten’? I reckon that the IP engines are running 24:7 to get the next iteration that Microsoft doesn’t have (this is speculative). As such there is a massive run for all IP holding cloud users to run away from Microsoft and go somewhere else. I already listed the top 4 above (in alphabetical order) and that is before we consider MySQL and whatever else is in the field. I reckon that the IDF needs to reevaluate its connections to Microsoft. I remember the IDF to be massively aware of what its technical abilities were and to see “far-left activist outlet +972 Magazine said Microsoft’s Azure software was used by Unit 8200 to store countless recordings of mobile phone calls made by Palestinians living in the West Bank and the Gaza Strip” implies that either Microsoft has too many zero day issues or there is an informer in Microsoft. My personal view is that there is no Israeli stupid enough to give +972 Magazine a hand. So my view is a little biased, but the is where I am at this time. And that will impact America too. Perhaps Amy Hood and Satya Nadella need to have a meeting with Wall Street and the Financial Times to restructure their balance sheets too, as is, they might need that assistance before too long. 

And this is where the American economy is heading it seems. So whilst we are ‘given’ ‘US economy expanded at a surprising 3.8% pace in significant upgrade of second quarter growth’ I have to wonder, is that because of the new balance sheet settings?

And if you have not used the new balance sheet methodology, have a great weekend and enjoy your coffee, for the rest I say, are you sure you can afford the coffee today?

Leave a comment

Filed under Finance, IT, Media, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , ,

September 8, 2025 · 10:53

Setting to lull

That is not a setting I usually entertain, but the stage is now that I am. In the first the alcoholic across the hall decided to play his music 50 dB over the allowed limit and the land lord does nothing. He is the guy who casually mentioned that he went to school with the Beatle (he does not have a Liverpool accent) and he filmed President Putin topless on a horse. He is that kind of useless. 

In the meantime I could bash the idiots brain in, but then I go to prison and I am hoping that some of my irons will result in revenue making this place a massive part of me immediate past. So I need to suck it up, which in this setting of ageism is not easy. I am still working on two other scripts, but my lack of Final Draft exposure makes it a little hard. Redesigning blog articles into script parts is not a clear cut as it should be. I might redo part in pages and then import it into Final Draft, but that is for another day. As I was looking into these scripts (I have currently 4 scripts), one has been submitted to Channels in Saudi Arabia and the UAE as this script would appeal to an Islamic population. I might want to learn the setting of Indonesia, but I reckon that these two will also show my work to the audiences in Indonesia, Bangladesh and Egypt. That is the first. The second one is Vitam Exhauriens which played in part in New Orleans and in part all over the world. Then there is Keno Diastimas which is in an undisclosed location under water. And that has a few lovely twists. That one is an open-ended three seasons part with the open ending (I thought it was better that way and a wink in the direction of Terry Gilliam A director I have admired for a long time. The fourth one is the one that is ‘now’ in season three and is called Engonos. That one is in part in London, in part in Greece and in part in Turkey (so these parts need to be found in one locations), but that is not my problem, my ‘challenge’ is the story and these three are on my plate. I have progression in both Vitam Exhauriens and Keno Diastimas, but they have different ‘challenges’ the second one is pretty complete, but I am still uncertain about some of the elements, to make it fit better as a story and as a TV show, but that is my challenge.

The second setting is about making some issues work (not the scripts). As I see the world going to hell in a hand basket, I can merely look at what happens and see how it unfolds. There is nothing I can do about it. As Reuters is giving us ‘US unemployment rate near 4-year high as labor market hits stall speed’ as well as ‘Wall Street Week ahead inflation data looms for markets’ and that happens whilst we also get Goldman Sachs as Reuters gives us ‘Goldman takes $1 billion stake in T. Rowe to tap retirement money’ and there we get “Big financial firms such as Goldman, BlackRock and Morgan Stanley are making a big push into alternative assets, an area dominated by private equity firms, to capitalize on their growth potential and attract new clients.” And that has to go at the cost of retirement money? I am not an economist and I do not claim to be one, but there is something ‘shoddy’ (in my mind) that a bank would invest a billion dollars. It usually is to get more in return. So how does this help retirees? I made mention that the BIGFIN and government would shake the retirement tree at some point. Is this the beginning?

I do not know, but it makes me uneasy. You see, if this is happening in America now, then soon enough (I have no idea when) it will happen to the United Kingdom, Australia and Europe as well. When? That is anyones guess and I reckon that the American setting is dire enough to do this now, but it takes a lot more knowledge to confirm or scuttle the setting we see here. The Financial Times is hanging the question whether the America economy is already in recession and the should know, so it seems like the economists at large are playing musical chairs. All that whilst the Economist comes with ‘What if the AI Stockmarket blows up?’ With the byline that “We find that the potential cost has risen alarmingly high” I could have told them that over a year ago and the entire builder.ai with the setting of Microsoft pumping it up to a billion dollars wasn’t a nearly dead giveaway? 

It is now as we approach Q4 that the ‘high’ costs are ‘suddenly’ getting the forefront news. And this happens in a time when America is getting hit with negative news after negative news. I saw most parts of this coming, but now we seemingly get it all in one quarter and I reckon that is the moment the larger companies start shedding more and more jobs whilst hiding behind the nonexistent AI wall. Yup, that will give several people a bloody nose to begin with and when the media wakes up from all this screaming “What’s this, how could this happen?” You know you’ve been had because they (the media) merely care about their digital dollars. So whilst we get all this, The Financial Times also gives us ‘Peter Mandelson warns US and UK must unite to halt Chinese tech supremacy’, I could not read the article as I am not a member, but here is a thought. How about becoming an actual ‘innovative’ force. Not claiming that you are, but becoming one. I am hoping that Peter Mandelson refers to the British Ambassador to the United States. You see, China is at least a furlong ahead of the rest and when we see a race that is merely 5 furlongs you are already losing that race. If the race is 12 furlongs you are less likely to become winner, at best you can hope to come a contender and I have shown that Amazon and Google dropped the ball a few times leaving billions on the floor. Al claiming that they had the AI field in hand. But there is no AI field, not yet and that realisation gives the setting. I basically handed the open victory to Al Waleed bin Talal Al Saud as well as Tencent. Whether they would grab that open ball for the win is anyone’s guess, but that is where we stand. So whilst we see all kinds of places shedding thousands of people, I cannot vouch for Google doing that. There is talks that thousands were shed, but it is specific (and I do not know all the details), so whilst we see that these people are shed, we see ‘their’ reasons for shedding sales people and being replaced by AI agents. That is out in the open. I am not judging as DML is a setting that can be applied to advertising. So how that goes will be in the corridors of awaiting judgment.

Still we see a massive change happening and I am (fiercely) hoping that people like Al Waleed bin Talal Al Saud see the wisdom that I bring (it would make my retirement a decent certainty). But that too is out in the open. I do know that if my retirement depends on the American setting that I end up working until the day I die in hunger. Not a setting I relish mind you.

So I end up in a waiting pattern for now. Have a great day. My Monday is off to a rocky start.

Leave a comment

Filed under Finance, IT, Media, movies, Stories

Tagged as , , , , , , , , , , , , , , , , , , , , , , , ,

September 7, 2025 · 11:10

Continuity through science

That is what I realised last night, science is a balancing continuous factor in our lives. It isn’t good, it is’t bad, it merely is. You see, we all saw the end of the United States on the last day. It wasn’t tariffs, it wasn’t economic sanctions (although they helped). It was the simple rebranding of the Department of Defense to the Department of War. That act ended the United States. Whatever President Donald ‘the duck’ Trump sets it, it is the end of a world setting the stage of a better day from 1776 to 2025. And you can read ‘his’ reasoning (at https://www.theguardian.com/us-news/2025/sep/05/department-war-defense-trump-executive-order-pentagon). The world needs a balance, not some woke balance, a real balance and his actions are a joke to begin with. He has given Russia pause by two weeks again and again. Some war department he has. 

And my setting in this is that at some point he goes around the need for congressional approval the next time he needs it (like Canada and Greenland) and that next tier gets set to a massive destabilizer. At present his acts are setting the scientific world in an uproar. Their continuation is gone and now they are finding Chinese settings, at times through the Arabian peninsula to moderate whatever they need and I reckon before the end of 2027 The bulk of scientific progress comes from China, no longer from America (or South Korea). At present the Prime Minister of the United Kingdom Keir Starmer is no longer useful to the scientific community either. He is too much of an American appeaser to be taken seriously. This leaves us Canada, but at present they are in danger of becoming the 51st state and that is not what they want, or what the Canadians want, but that setting is now getting more and more in the open. As the scientific community wants stability, at present, it seems that only China can offer that. Could I be wrong?

That is the ball game, but as we see Australian politics seemingly catering to American needs, the Commonwealth is done for and they will at some point rally behind Prime Minister minister of India Shri Narendra Modi. I reckon he never thought that he might become the leading voice of the Commonwealth. That is the reality the world faces and at that point China will be strong enough to take on Russia and America at the same time. I reckon that when the dies are cast, America will enter another civil war, not like in the movies, but a setting where the poor learn that their pensions are gone, Wall Street banked it all on red, all whilst the common people were black. That is the second setting America faces. We all see the media throwing a tantrum stating that some state made 4 billion in 2024, all whilst the 2025 numbers are ghastly. Now they demand an explanation and the media will come up short ending their short lived courtesan lives towards the digital dollar. 

You can agree or disagree with my views. I’m fine with that. I do not care. I’m just alerting you to the settings that by 2028 I will have been proven right with my views on the matter. I don’t care to be correct, I merely demand to be recognised after the fact and the media has a way of retrenching the truth according what makes them the most money.

So see what I told you and take the facts you are given and make your own conclusions. The $703 billion revenue state of California is about to get a rude awakening as 2026 goes on its merry way and $235 billion state of Florida will not do much better. They are about to get the rudest wake up calls in lost revenue and bankruptcies in their own histories in about 3 months. That basically set the tender to New York and Wall Street will take that lesson and bank in whatever they can and their captains of industry will walk out of whatever they had with whatever they can carry, as such diamonds will become a swift moneymaker as these people will walk out with whatever they can carry to a non-extradition zero tax place. 

And me myself and I (the Lawlordtobe) called it today that I accept that verdict as well if I’m wrong. You see, it is not merely about being right, it is about recognizing that I might be wrong and I can blame the media, but is that fair? I am merely reacting to a setting that the media gives me over a number of countries and I am trying to make my fortune with what I have as clearly as day. So have a great day, California and British Columbia join us on this Sunday in less than six hours.

Leave a comment

Filed under Finance, Law, Media, Military, Politics

Tagged as , , , , , , , , , , , , , , , , , ,

July 31, 2025 · 10:22

Drowning in misrepresentation

That is the setting as I personally believe it to be. The problem isn’t me, the problem is that politicians are clueless and as such the people will end up suffering. As we get the article (at https://www.theguardian.com/technology/2025/jul/30/zuckerberg-superintelligence-meta-ai) telling us ‘Zuckerberg claims ‘super-intelligence is now in sight’ as Meta lavishes billions on AI’ the dwindling situation is overlooked. This is not on Meta or on Mark the innovator Zuckerberg, well, perhaps it is a little on him. But the setting of “Whether it’s poaching top talent away from competitors, acquiring AI startups or proclaiming that it will build data centers the size of Manhattan, Meta has been on a spending spree to boost its artificial intelligence capabilities for months now”. So, what are you missing? It is easy to miss it and unless you are savvy in data, there is absolutely no blame on you. I will blame politicians shoving the buck to a pile that has no representation and I do see that the political mind is merely ‘money savvy’, it does not have an alleged clue on data verification. There is a second point, it was given to me by someone (I don’t remember who) who gives us “All AI startups are their own shells linking to ChatGPT” I see the wisdom of that, but I never investigated that myself. You see, all these shells have issues with verification and these startups don’t have the resources to properly verify the data they have, so you end up having a bucket with badly arranged and misliked data. You would think that if they all link to ChatGPT it is a singular issue, but it is not. Language is one, interpretation of what is, is another side and these are merely two sides in a much larger issue. And hiding behind “build data centers the size of Manhattan” is nothing else than a massive folly. You see, what will power this? Most places in this world have a clear shortage of power and any data centre relying on power that isn’t there will crash with some regularity and these data links are maintained in real time, so links will go wrong again and again. And that link is seen by ‘some’ as “A new study of a dozen A.I. -detection services by researchers at the University of Maryland found that they had erroneously flagged human-written text as A.I. -generated about 6.8 percent of the time, on average” that implies that 1 in 15 statements are riddles with errors and there is no way around it until the verification passes are sorted out. Consider that one source gives us “monthly searches to more than 30.4 million during the last month”, this gives us that AI events resulted in 2,026,666 possible erroneous results and when that happens to something that was essential to your needs? When technical support and customer care fails because the number, aren’t right? How long will you remain a customer? That is the folly I am foreseeing and when all these firms (like Microsoft) are done shedding their people and they realise that the knowledge they actually had was pushed out of the side door? Where does this leave the customers? Will they remain Microsoft, Amazon, IBM or Google customers? This is about to hit nearly every niche in America business. The ones that held on the their people knowledge base tend to be decently safe, but the resources needed to clean up the mess that this created will scuttle the European and American economies as they overextended the new they spun themselves and when reality catches up, these people will see the dark light of a self created nightmare.

So in retrospect consider “Behind the hype of Microsoft backing and a $1B+ valuation, the company reportedly inflated numbers, burned through ~$450M funding, and collapsed into insolvency.” This setting was hyped on every channel and praised as a solution. It took less then a year to go from a billion to naught. How many even have a billion? Considering that Microsoft backed it, implies that they were unaware how they were, driven by a simple setting that should have been verified before they even backed it to over a $1,000,000,000 plus.

Now, we can feel sorry for Zuckerberg, not for the money, he probably has more in his wallet, but the ones wanting in on such a ‘great endeavor’ are bound to lose everything they own. This is a very slippery slope and as governments are seeing what some call as AI as a solution to solve a expensive setting in a cheap way are likely to lose the ownership of data of their entire population and these systems do not care who the owner is, they copy EVERYTHING. So where will that data end up going? I wonder who looked at the ownership of collected data and all the errors it has within itself.

The fear is not what it costs, but for billions of people is where their information will end up being and these politicians sell ‘sort of solutions’ which they cannot back with facts and in the end it will end up being the problem of a software engineer and that setting was too complicated to understand for any politician who was too eager to put his name under this and merely will shrug saying ‘I’m sorry’ whilst he is exiting through any side door with his personal wallet filled to the brink to a zero tax nation with a non-extradition treaty.

A setting we will see the media repeat time after time without seriously digging into the mess as they told us “Wall Street investors are happy with the expensive course Zuckerberg is charting. After the company reported better-than-expected financial results for yet another quarter, its stock soared by double digits.” All whilst the statement “Zuckerberg did not provide any details of what would qualify as “super-intelligence” versus standard artificial intelligence, he did say that it would pose “novel safety concerns”. “We’ll need to be rigorous about mitigating these risks and careful about what we choose to open source,”” is trivialized to the largest degree and in all this there is no setting of verification. Weird isn’t it? 

So feel free to enjoy you cub of toffee and don’t worry about the jacked setting of demonstration which was tracked by the original AI as “enjoy your cup of coffee and don’t worry about the impact of verification” because that is the likely heading of the coming super-intelligence

Have a great day (not have a grate clay).

Leave a comment

Filed under Finance, IT, Media, Politics, Science

Tagged as , , , , , , , , , , , , ,

June 28, 2025 · 06:42

The bird is the word

Yup, at times we get to be not so nice. A mere 30 minutes ago the BBC ‘alerted’ me to the news that ‘Trump says he is cutting off trade talks with Canada’ (at https://www.bbc.com/news/articles/ckg629n7wzvo), now I do not know what actually started this wave of intense silliness, but there you have it. And the text behind this is “US President Donald Trump has said he is cutting off trade talks with Canada “immediately” as the country looks to start enforcing a tax policy targeting big tech companies.” I reckon that after his bash into Iran and the ‘big win’ (not sure if that is the right title for it, but the media runs with it) he thought that revisiting Canada was the way to go (that is his decision). Yet after the insults and the threats there is a real cause for Canada to enforce the setting of following through on ‘threats’ and Canada has had enough. There is the underlying thought of not waking up sleeping dogs, but there you have it. And for the record Prime Minister Mark Carney has a lot more economic insight than I do. Considering that my abacus actions saw the American economy collapse even before President Trump acted in the not so intelligent way he did, but as Tourism collapse in America will be down an estimated $12 – $21 billion this year and even as they are ‘focussing’ on America 250 (OK, that is a landslide number) the fact is that as tourism, which includes business travel, bed and breakfast, hotels, theme parks (even Disney states: ‘Epic Universe is Dead’) the impact of that much losses will drive small businesses out of commerce, as such America has nothing to be proud of. And as we see YouTubers giving a similar message there is a lot of concern. Even in America. As such I am predicting that the damage is larger than we see. So as the media is happy to split hairs (all for the benefit of digital dollars) we get to see ‘prompts’ that America cannot go bankrupt. In theory they are right, but when America has to forfeit on its loans, the effect nowhere near as dramatic as is given by the media. You see, This is where the vulture funds come in. Milking a nation for everything it has. American Wall Street did it to Argentina in 2005 (it might have been 2010), now Wall Street will do it to America because business is business and at that point Canada will get waves of Americans trying to get away from it all. I reckon that Canada can keep the shortages they have (doctors, nurses and such) but the rest is stuck in America. So how does that feel when immigration turns on the Americans? 

Elon Musk was seemingly on that page months ago, but now as the gloves come off, America will feel the pinch of all that interest that comes with the USCCD (US Credit Card Debt) of it states $36,210,000,000,000, which should be over 4.06% an expected interest now. As the US bonds are said to be about 6% consider who will take the risk of investing any amount where the return on investment to be well over 16 years. As I personally see it, this becomes an increasingly risky investment as some see the end of America in less than 5 years. So as Saudi Arabia is celebrating its 2030 point, America is decently heading for doom in less than a week, because the people will talk on this America 250 party. A quarter of a millennia and it mined itself out of existence and into the abyss they dug for themselves. Is this doom speak? 

It is fair to see it that way, but consider that America bombed Iran out of the nuclear age and USA Today gives us ‘Key parts of Iran’s nuclear program still intact, says Pentagon report disputed by Trump’ As such I do not know where I stand, but if the media has ‘valid’ views by the Pentagon (not some intern who works there) President Trump might be merely relying on the court win of ‘Trump handed ‘giant win’ as Supreme Court curbs judges’ power to block his orders’, as such it is my personal view that President Trump needs all the friends he can get, but as it stands, he is burning the bridges behind him and now as Canada is showing some teeth, the game gets nasty and PM Mark Carney also has European friends now (beside the Commonwealth, who he already had) and as this ‘fight’ intensifies, Australia, New Zealand and the United Kingdom will side with their bigger brother as no one wants to side with a potential loser. That is what America has become ‘a loser’. Do you remember the old saying that America gave us all? It was “money talks, bullshit walks”. A setting that America will soon be embracing against their will as they will claim that they armor than ample to ‘turn it around’ and that is where it gets less outspoken for America as it stands as we are given that “The UAE maintains its position as the world’s biggest wealth magnet, with a record net influx of 9,800 millionaires predicted this year”, oh wait, didn’t I say that before? Yes, I did. I made mention of it with “You see if America cannot pay its debts, America becomes the third world country no one wants to visit and that makes it a nasty place within months. America has around 22 million millionaires. I recon that at least 15 million will get out in time, the rest is not ‘rich’ enough and those with a jet (around 15,000 of them) will go to any country that will take them and they will move fast.” I stated this in ‘All dressed up’ (at https://lawlordtobe.com/2025/05/31/all-dressed-up/). I did this on the last day in may 2025. So merely a month ago, I made mention earlier, but not is such a strong way because I thought that this day was way off, but the American administration has created a negative economic wave of such magnitude that it makes a tsunami a mere pebble splash. 

That is, what you think is (utter) BS, but we now see “The UAE maintains its position as the world’s biggest wealth magnet, with a record net influx of 9,800 millionaires predicted this year.” As such this year 9,800 millionaires are vacating to the UAE. Wanna guess how many are Americans? So whilst America is still believing that America is doing great. As I see the old expression of rats leaving a sinking ship (no negativity towards these millionaires who sought better places to be). We need to see the reality of the setting and here they also pissed off Canada. As such President Trump might  seek to ‘a second chance’ the question becomes, why does Canada want to do that? In that same air, so will the other Commonwealth nations reconsider why America is a good deal. 

And those who are insisting it is, it is fine, but some media spokespeople have a lot to lose and they need to cash in before it is too late for them. As such the media is really not the trustworthy player you want to bet on.

So as we take notice of “the US president said he was ending talks due to what he called an “egregious tax” on tech companies and added he would announce new tariffs on goods crossing the border within the next week.” Everyone needs to remember that this tax setting is the one president Trump orchestrated (together with the 51st stated mentions) as such he might be feeling a rather large pinch from Wall Street soon enough. So whilst some might focus on “Canada’s 3% digital services tax has been a sticking point in its relationship with the US since the law was enacted last year. The first payments are due on Monday.” A setting I understand is badly received a year ago and that is fine, but they had a year and now as payment is due, those who are unwilling to pay will lose ‘advertisement population’ and that is the crux in a lot of digital settings. As I see it, they all want to make advertisement money and it is why I created an alternative two years ago. Not absent of advertising, but the cut of advertising on every page. That kind of advertising was done as I saw it. It is like a union of a crack whore with Direct Marketing, which much to vile to my taste and the people around me are starting to see this setting and that is the second phase of my ultimate win (I am still a little delusional on this). As I see it Amazon could gain a new niche income there, although I feel better about it if they had made the jump earlier. Now it becomes a race (of sorts) between Amazon and Tencent. The hungry one wins was my initial setting, but it also requires insight and that tends to be lacking in Americans (a personal view).

You might think that I am anti-American, but I am not. Merely a person grabbing for the supposed facts and I am pro-Canadian, I am a Commonwealthian after all. So feel free to disagree, but get the facts out. As far as I know, I have been doing that.

Have a great day and for the Americans here, lets be fair. A small sign to show you what I think of the American administration at present.

Leave a comment

Filed under Finance, Media, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , ,

May 23, 2025 · 06:58

America of the Dead

I would want to set the stage as “The names of players and places have been changed to protect the greedy”, but that would not be true. This is a pure work of fictive imagination (based on real events) as there is no City of Anvil in Canada, There is (to the best of my knowledge) no Benirus Manor and to the best of my knowledge no Velwyn Benirus, as such, lets get this show on the road. 

BEGIN

There is a setting we all tend to ignore as it is easy to avoid knowledge when you can turn away from the facts presented to you. The American economy is in a spell, Wall Street is perhaps days away from retiring America’s Credit Card, time is up, the funds have dried up and in the last 6 months disaster upon disaster hit the shores of Wall Street. The MateBook Fold, which was released to the world in late 2025 took the planet by storm, the EU and Arabia almost instantly adopted it, HarmonyOS captured the world and the new settings changed everything. Google lost almost 15% market share within the first 6 months. And as TikTok showed a much larger impact, it lost 20% there too. Microsoft buckled as it had nothing to compete with and Apple was losing over 5% market share in the first three months. America’s economy has pretty much done for. The price of lack of innovation and the reliance on its own spin marketing. When results cannot be vouched for and revenue goes down an economy will be forced on its knees within a year, no matter how good your spin is, Wall Street demands results. Ad it was not the only element. There were the disastrous notions of AI, or NIP (Near intelligent Parsing) as it was blended into. AI was pretty much dead. All the hype demanded more and more results, but the bulk of the programmers couldn’t keep up with the hype and that made a collection of several companies shed a combined 900 billion dollars, and in the time of Wall Street draconian settings, results must be shown. And America was out of options, they had to result to attempts to annex areas. The first failure was Greenland, the EU and Canada stuck to their guns and the EU called in help from China as it could not counter a war on two fronts and China reacted positively. Then America tried to ‘annex’ their 51st state and that was in an impasse as the Commonwealth collectively came to the aid of their bigger brother. But that fight was not over, the President of the United States called  to the TV networks to the aid of MAGA and the people responded and this is such a story.

In Shelburne (Canada) is a house, the house is quite old, it was build around 1795, against all odds, as most of the town was build out of wood, this house was build from bricks, mortar and stones. The original owner was a stone mason and for years he created the house, stone by stone and in the unofficial suburb of Anvil, which was by Black Brook, just of Glasgow Street was Anvil. It was unofficial as that place had a mere 4 houses. The house was deserted, it was seemingly haunted and had a local appeal, especially with the younger folks as it was a place where you call out the chickens of the community, but over the years nothing had happened and it was a simple truth or dare place. And in 2026 things changed. The MAGA foundational idiots (for lack of a better term) decided to react to the call of President Trump and they invaded New Brunswick from Maine and pushed through to Nova Scotia. The 1500 RCMP were no match for the 11.000 heavily armed simpletons and as such they were handed a heavily defeat around Saint John. I heard they are building a memorial there, the entire state, as well as Nova Scotia is bringing the cash for that one and the reaction of the people has been nothing but stellar. Kids handing over their piggy banks to aid in this would bring tears to any parent. But that is about tomorrow, we are still dealing with yesterday.

So as the invasion proceeded it was the theoretically the second day. They stormed NB in mere hours and a 10:1 overwhelming force is no immediate match for Canada. But then the game changed because the truth or dare house came alive in the most peculiar way. The original oil lamps outside of the house started igniting and the fireplace lit up. The text was barely readable on the top bar of marble and it was in the fireplace, but the text ‘bydded i’r rhai sy’n byw trwy weithredoedd o frad, ddod o hyd i uffern dragwyddol’ lit up in the fieriest red, then turned white and an eerie sound of spectral people was to be heard, it was seemingly loud as people in the houses around it evicted themselves and ran for the church. It was at that point that the MAGA loving red hatted people came into view. They saw the house and saw it as a safe place. They entered the house, a mere dozen and that had the effect of the house flexing its stones and the setting these people got was even worse then the worst her they ever thought possible. 

At first there was nothing, a simple humming sound not unlike a generator and that is what the red hatters thought it was but in minutes they were surrounded by spectral wraiths, the wraiths slamming their claws into these enemies and the enemies that got of a shot merely realised that these ‘opposers of American Freedom’ were unharmed by bullets and within minutes, the red hatters were no more. The bodies slumped as potatoes on the floor and the wraiths seemed to lit up and they vanished. Still the setting was not done over the next minutes that they died their bodies changed, they took on Zombie like appearances, their flesh decaying in front of your eyes and soon the started twitching and they got up in clumsy ways and looked? Yes, that is the question, their eyes had become black pits and staring at the distance they merely started walking towards the places they came from. 

Yet the house was not done, there was a new eerie smell coming from the basement and the feeling of a presence was unmistakable, there was something coming up. It was still soft and unidirectional, but over the next hour it become more pronounced up came something that is seen in fantasy stories. It was a lich, it had the name of Dafydd Edwards and it was the original builder of the house, his grave was empty as the people concluded that he was dragged away and eaten by bears and in the early 1800’s it was a realistic premise. 

In the meantime the zombie alike people were getting back to the land of the not so free and they were creating mayhem, as the wraiths had made them pretty much impervious to bullets. And with every execution they made, they created new zombies, but there was something more. With every kill there was a small stream of light going straight into the direction where they came from. And within hours the 11,000 men had depleted to a few hundreds and they were running for their lives straight back into Maine where they were praying for insight and wisdom, but those who are not wise will not get it from a prayer, they merely remain as stupid as they were before. Still it was a few hours later and they had arrived in Bangor a more solid place where they could set up defenses. But in this day and age, where people had forgotten about real curses and that was the stage. It was a the next evening that the people feared. Whilst the news was in denial there was anything happening and President Trump gave his world the views he had implying that they are all seeing “Fake News” and “a big lie”, that he would never attack that “beautiful, beautiful 51st state to be” but the turnaround was coming and as the darkness set in, the city of Bangor in the state of Maine got a new view, hundreds of zombie like creatures, all dressed with a red hat and behind them was a shining white lich, walking upright and striding with prides. It was Dafydd Edwards, the shiny white came from the energy that the zombies had slain and Edward was shiny as the full moon on a dark day. As such it had gotten the energy of hundreds of slain Americans and with each attack Edward made on anyone, that person was given the trepidation of reality. His heart blackened with angst and the inability to aim or use his gun, stricken to move and that also came with an inability to move to any degree with agility. Their ability to run away was taken from them and as such the zombies made short work of them. America was losing a lot more than the economy, they lost their population.

THE END

As such this is a work of fiction. It is based on Bethesda’s Oblivion, Simon Pegg’s and Edgar Wright’s, Shaun of the Dead, America’s inability to set a budgets, Canadian values (against the 51st state mentions) and a personal need to come to the aid of the Commonwealth and in all this we shouldn’t ignore the innovation that Huawei brings to the table. So you all have a great day and for me it might be the first day since August 20th 2024 that I will not be able to make my 10,000 steps. The hard rain here, right now, is ghastly.

Leave a comment

Filed under Finance, Media, Politics, Science

Tagged as , , , , , , , , , , , , , , , , , , , , , ,

May 21, 2025 · 19:28

What’s in a brand?

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

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

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

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

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

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

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

Leave a comment

Filed under Finance, Media, movies, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , , ,

May 4, 2025 · 03:24

The nature of things

It was about to weeks ago that I wrote ‘Regarding that joke’ (at https://lawlordtobe.com/2025/04/19/regarding-that-joke/). In that article I wrote “A setting we all saw coming (even though the media seems to ignore this and merely keeps on shouting tax the rich) and the interested parties who are supposed to keep the people informed are merely shouting that Haley Joel Osment was intoxicated instead of working on the news, the media is pretty much on the discarded bundle of wannabe news”, as well as “As one source told me (and others) “China could theoretically weaponise the US Treasury holdings – by dumping it – meaning that it would sell off treasury holdings for less than they are worth. By doing so, China would then, because of the amount it owns, devalue the US dollar” so what happens when the dollar gets devaluated to this degree?” That was two weeks ago. In the meantime “Trump had demanded of Prime Minister Shigeru Ishiba that Japan eliminate its $70 billion trade surplus with the US. He claimed it would be easy. He repeated the demand during April 16 negotiations in DC. In response to all this, Japan tried to placate Trump, refused to cooperate with other nations suffering similar abuse, and asked for special exemptions for Japan at the expense of others. In fact, one of the reasons Trump chose Japan for the first round of trade talks was his belief that Tokyo would cave within a few weeks, thereby inducing others to do likewise.” (Source: several). Yesterday I thought I saw water burn (which is pretty freaky to say the least). Axios (merely one source) gives us ‘Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.” And now Japan puts the US bonds they have on the table and with more than one trillion in hand they could flood the market and push the dollar straight over the edge. If that happens no run on the bank will save people and America cannot come up with that much money to feed the hungry vultures, as such America now has a massive problem and it is not China pushing the cart, it is Japan itself who will not go gently into that good night. So on one hand we see “As U.S. Treasuries sold off last month and yields spiked, there was speculation foreign governments might be dumping bonds”, as well as “J.P. Morgan Private Bank, in a research note last week, said there were signs of foreign selling pressure, but from private holders, as opposed to governments “weaponizing” their holdings” which is fun as my blog article preceded the two by one week, so its not merely a sign of the day time reference, the planet moved 89,292 kilometers in the time that lapsed between me writing the blog and J.P. Morgan Private Bank coming to that same conclusion (it’s actually nice to use NASA metrics to make a case). All that and AP News giving us (at https://apnews.com/article/japan-treasurys-trump-tariffs-44b9b37bf7a290701201322f69bade2e) yesterday ““It does exist as a card, but I think whether we choose to use it or not would be a separate decision,” Kato said during a news show on national broadcaster TV Tokyo. Kato did not elaborate and he did not say Japan would step up sales of its holdings of U.S. government bonds as part of its talks over President Donald Trump’s tariffs on exports from Japan.”” The words from Finance Minister Katsunobu Kato to live by I say and when you combine this with the article I wrote two days ago (at https://lawlordtobe.com/2025/05/02/saudi-arabia-goes-hiragana/) ‘Saudi Arabia goes Hiragana’ where we see that Japan basically has a way out to prevents its economy to become scuttled as well. As such the noose around its economical neck is diverted to a working solution. As I see it, America now gets that additional noose around its neck to double the efforts of the economy strangling itself (what a security measure). 

As the grand vizier of Agrabah (in Aladdin) states “The idea has merit”, get economical advice from a Disney character? Oh, kill me now (I is havening to be laughing out loud at present) or as Monty Python states: ‘Howls of deriving laughter’ are mine and the tears are falling over my cheeks. I haven’t laughed this hard since my fathers funeral.

So this must be the most original way that a politician ever shoot its own foot

Americans might not be laughing as this is actually is devastatingly serious. The (as some call it) bully tactics are now starting to bite back and the bigwigs in Wall Street will be seriously moving assets with an additional passports to zero tax nations, perhaps one that also doesn’t have an extradition treaty with America. So if any of those get plane tickets out of America (people like Jerome Powell or Alan Greenspan), you get the idea. When people take that move, the setting is all over for America, there will be no more moves to make. And these people have been ‘diversifying’ their income for decades. They moved small amounts around the planet and they could survive on their millions and they might vacate their consultancy firm from Davos in the Desert to Davos, Switzerland (a mere example). So they were ready from the get go and with this situation they might have larger consultancy jobs in several nations (including Switzerland, Monaco and the UAE). So these people will just vacate Idiotville as some call it (that place between Canada and Mexico) as quick as their Beechcraft Premier can carry them. No lines, no waiting.

So, will Japan do this? I reckon it will depend on who controls President Trump, because as I see it, the man is basically a loose canon at present and with that level of knee jerks the financial world is pretty hesitant and frightened on what he might do next. That’s is basically what I personally see.

A setting that is a lot less nice than my weird personal dream I had on Friday involving a mall, a coffeeshop and me meeting Matt Damon and Ridley Scott (seeking a replacement voice for someone with a perfect Dutch accent), the weird snoozes and snores I tend to have.

The nature off things that we embrace, some will walk the path away from bully tactics, some are on the market for having financial independence and some are about getting out of the line of fire (or a location about to get carpet bombed). Whatever we do, we look out for number one (ourselves) and optionally (read: preferably)with improved comfort levels. What that is tends to differ from person to person and in the words of the great man Tony Curtis (Operation Petticoat) “In confusion, there is profit” a very acceptable stage for a lot of people with a calculating nature. 

So have a great day and enjoy your coffee today (I had mine with a cookie this morning).

1 Comment

Filed under Finance, Law, Media, Politics

Tagged as , , , , , , , , , , , , , , , , , , , , , , , , , ,