Tag Archives: Wall Street

February 15, 2025 · 06:10

Doubts on self

We all have them, yet after a few confirmations I had over the last few days I am hit with self-doubt. I think it is natural for me to have them. You see, to merely contemplate my thoughts, I tend to doubt everything, even my self. As I do that I redesign the ideas I have and further optimize them. This is how I roll. I always try to improve the ideas I see and have, there is always better. As I call whatever I create ‘good’, I know that there is always ‘better’, just out of reach. When you do not take that approach you will soften and others will pass you by with your IP. I think that is why I always try to improve all settings in gaming in my mind. Is there an exception? Yes, of course there is. I cannot vouch for every game to give it the ‘approved’ setting. As such I was too unimpressed with Infamous: Second Son. There are sides that unimpressed me towards a rating slightly less then good. Even though the storytelling in that game is nothing short of sublime. The setting and a lot of elements are exceptional, if it wasn’t for the linearity of the game. The game would have been an easy 90% game. So what is the exception of a game? Well I am not the ‘choice’ on that ruling, but I played a game again which I haven’t touched since its release in 2016, remade from the 2002 original. That game is as close as perfect as a game gets. And my joy feeling I had when replaying that game last week for almost 6 hours straight until I realized it was close to midnight. Insomniac Games really did a piece of fine work on that and it is clear that it deserved all the ratings that was between 80 and 90 percent. The game has layers of achievements and you need to replay levels more than once to get all the goodies. Do not forget that it was mostly OK (the 2002 version) and that was on the Playstation 2, a system that is three generations old. As such the game is pretty fantastic. 

Loss
This game also leaves me with a feeling of loss. Why aren’t more games with this feeling? It seems that most games are about the hip, the adrenaline. Not the joy of gaming. Even Sony has made this mistake in their games. Lets be clear there games are mostly awesome, yet the joy of gaming is leaving us. If I get the sentiment correctly Astro Bot (2024) is the one exception to this (I still haven’t played it). Personally for me Hogwarts Legacy (2023) was the last game where the joy of gaming was abundant. It might be me, but I think that whilst gaming firms are leaving it all to business majors, they forgot about the joy of gaming and that is making me sad. And in this the only exception is Nintendo. Not sure what their setting is, but as I see it joy is the larger component to anything they do and they do it well. 

So what brings this around. You see, in all my reengineering I often forget about joy, the joy of gaming. I see it and I recognize it, but I don’t follow that path myself. I cannot cater to joy, merely the exceptional need to make the better game. It is a failing in me and I see that. 

This also reflects on most things I do. Although I focus on the engineering side of things, I see that the joy part in anything we do is essential. It isn’t merely gaming, it is all we do that requires the joy of more and that is sad.

Reflection
That reflection also hits the Russian side of the Ukraine war. You see, we are made from sterner stuff, unlike the pussies in Washington DC stating “U.S. Defense Secretary Pete Hegseth said Wednesday that NATO membership for Ukraine was unrealistic and suggested Kyiv should abandon hopes of winning all its territory back from Russia and instead prepare for a negotiated peace settlement to be backed up by international troops” (source: AP News). This is the response of a near bankrupt nation that seemingly puts the words of Wall Street as the go getter sentiment. All whilst 11 hours ago we are given “A senior U.S. official on Thursday said the United States had not ruled out potential NATO membership for Ukraine or a negotiated return to its pre-2014 borders, contradicting comments made this week by the U.S. defense secretary ahead of possible peace talks to end the Ukraine war.” (Source: Reuters) As I personally see it different people take a different look at Wall Street politicking their money views against what is right and Russia is a problem for everyone. If only DARPA had taken my word seriously. You see as I see it, the nuclear solution I had for Saudi Arabia, which would take Iran’s nuclear aspirations to their basement was based on Russian nuclear reactors. As such works for party B as easy as party A. And in my (perhaps incorrect view) when Russia gets a second meltdown Russia would need to divert too many resources to their own reactors and Russian armies come to a stand still. Yes Ukraine does plenty of damage, but until summer it is electricity Russia desperately needs and when 46 reactors (plus one on meltdown) are on lockdown their sense of freezing changes and that stops a lot of actions. Call me superstitious, but I believe that Russians prefer freezing over glowing in the dark. But that could just be me. You see, this reflects on the gaming sentiment over warfare as warfare is not about joy. Wall Street will reflect on the essential need of joy, which comes from victory. But Russia left that feeling behind by getting beat by the 20th largest army in the world. When you try to improve things you also gain the ability to make things a lot worse through the view of what was not found. The flaws of a system allows for certain improvements of a personal nature and what is more fun than seeing a Russian reactor melting down? So whilst politicians volley about what ends a war as it is said in Euro News as “The new US Secretary of Defence has categorically ruled out granting NATO membership to Ukraine as a security guarantee to end Russia’s war.” A statement he had to walk back a mere 11 hours ago. So how settled is this new American administration on claims? Their one win seems to be the Gulf of America. As far as I can tell the tariffs on Canada and Australia are being met with consideration and that is igniting the Commonwealth a lot stronger than ever before. 

So what do these two things have to do with one another?
That is a valid question and there is no clear answer. There are too many optional answers, but my take is that a game creator has no funds and it trying to make it work, America has little to no funds left and is trying to make that work too and in some funny way it is appeasing Russia to make their budgets work and in this it is laughable that the Republicans are appeasing towards Russia, a sight that they tend to blame Democrats for.

And now Canada is shelving American goods and I reckon Australia is merely one step away from that as well as setting the purchasing need on Canadian goods. America has merely made things harder for themselves (This could be my wrongly view on matters). 

So in the end we merely need to doubt self to some degree and see what we can do to make it better for us and I understand that America does what is best for Americans. In that same feeling Canadians and Australians need to do what is best for their nations as well as the Commonwealth. That is the uniting side of the matter. Will it bring joy? It is too early to tell, but appeasing Russia and President Putin will not bring any joy, of that you can be certain.

Have a great and peaceful day and try to make life a little better for yourself.

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January 12, 2025 · 05:58

Who’s funny now?

It was just after midnight when an article hit the retinals of my eyes. It happens and most of the time it is just as it is. Not this time, this time was different. You see, a few days ago on January 9th 2025 in my view (at https://lawlordtobe.com/2025/01/09/is-it-semantics/) with the title ‘Is it semantics?’ I wrote “I will let you decide, yet consider that America opened to door to grow China in near exponential size, because they could end up with options in Australia, Canada, New Zealand and the United Kingdom.” As some people laughed at my ‘sense of humor’ they ridiculed the setting from ever happening. Now the BBC gave me a mere 4 hours ago ‘Reeves defends China visit and hails £600m boost to UK’ (at https://www.bbc.com/news/articles/cqx9jggw9ndo), as I see it the die is cast and now you (Americans) get to ridicule the setting. Perhaps it was a simple joke to keep the mind of tariff changes, but that is not how it is playing out, is it? The article gives us “Chancellor Rachel Reeves has defended her decision to travel to China to improve economic ties at a time when soaring government borrowing costs threaten to squeeze UK public finances.” The added “The Treasury said Reeves’ visit to China delivered on a “commitment to explore deeper economic co-operation” between Prime Minister Sir Keir Starmer and President Xi, made last year. BBC economics editor Faisal Islam said other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” Brings another setting to the table. Is that why Elon Musk wanted Starmer out? The timeline makes sense. America would have known about this in advance and the noise we heard was around the time this was going down on plan papers. So Elon Musk was pushing his ‘ideas’ through the populistic channels available to him? I knew nothing of the sort, but I predicted the setting as an available one. And now we get “other European nations such as Spain have encouraged China not just to set up factories but to transfer its advanced battery technology, for example, into Europe.” This implies that Spain is also on the China horse of economic opportunity. This implies that China is making progress towards the UK (and optionally also into Australia, Canada and New Zealand) as well as direct opening moves by Spain (and others) into Europe. America is not really laughing now, are they? In opposition we see “Tory MP and former security minister Tom Tugendhat told BBC Radio 4’s Today program that the timing of Reeves’ visit to China was questionable. “She’s going at a time when her Budget has sacked the economy, we’ve got debt rates going up, and she looks like she’s going with a begging bowl, not with a trading deal,” he said. “That’s a real problem because actually it makes the UK look more vulnerable, and others around the world will see it too.”” 

Well, the UK doesn’t look more vulnerable. It is more vulnerable and it started 8-10 years ago when Mario Draghi decided to push his idea for spending in excess of €2 trillion. Yup, the invoice is due at some point and the UK is actively seeking solutions now, preferable before European nations do. As such I saw that dinner bell chime over 5 years ago. And as such Tom Tugendhat going for the adjusted Oliver Twist quote which was “Can I have some more please?” Doesn’t really hold water or slice the cabbage. It is reality in a nasty setting. It is the consequence of Wall Street and friends pushing hardship forward and now it is due harder choices will be made, but at this time these Wall Street friends are nowhere to be found and it comes down to Wall Street and its administration to figure it out and the Trump administration can no longer cry wolf (make China the nasty one). These administrations are in a deeper setting and are willing to give China a go, which will be good news for Tencent and Huawei in the first instance and first degree. Tencent will personally aid my need for coins and selling my idea, but that is not the issue now.

And whilst the article ends with “Liberal Democrat deputy leader and Treasury spokesperson Daisy Cooper urged the chancellor to return to the UK “to urgently address the ongoing crisis in the markets and announce a serious plan for growth”.” I wonder if the BBC relied on “Cooper urged the chancellor to return to the UK” instead of “Cooper urged the chancellor to return to the UK before the China vote is in”, there is of course the setting that this is not the case. I do not know Daisy Cooper, merely to a minimal degree. Yet at present, she has more in her stride than Australian labor PM Anthony Albanese. Yet for me the real ‘victory’ was that I optionally saw the backlash from President elect Donal Trump correctly, at least in part. And that days before the BBC gave me the rundown. So will the commonwealth unite with China? It is too early to say, but the start is here and now America starts its new administration with serious other problems. You see the group five eyes (Australia, Canada, New Zealand, the United Kingdom, and America) is nice but as it seemingly goes this setting could be 4 members short in the near future and that creates a new setting. The CIA will lose eyes in several places and they will not have the budget to rectify that any way soon (they lack other resources too). Still happy about the 51st state ‘joke’? We have asian food centers all over the commonwealth and these people feel happily fed and don’t see China as a threat. I am not saying they aren’t a threat, as I see it, merely America and its devoted fans do. The problem is that the economic hardships are real and the people are willing to give China a chance. It isn’t right or wrong. It merely is and it is a direct consequence of games that Wall Street enabled, as they disregarded a long term policy. It is the direct consequence of what I call short term Excel policies (not blaming Microsoft in this case).

We can postulate all we want, but it depends on what Chancellor Rachel Reeves brings back to Number 10 and parliament. As I personally see it, President Xi (with aid from He Lifeng) gets the option to make a clean sweep into the hardship that America is ignoring for itself and with the settings as I observed it on defense spending in several places China can put pressure on America to a much larger degree. Life can throw us the strangest curveballs.

So enjoy the day and remember that in China, they will say “我可以再多吃一點嗎？”

Have a lovely day, only 120 minutes until breakfast for me.

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October 9, 2024 · 23:48

Personal perception

It is always funny to see greed and stupidity in one compact package. In this instance I am introducing you to the American department of Justice. The one that will not prosecute Microsoft, the one that hands their economy to China and the one that throws away whatever economic options they have. Hobbled by ego trippers without a clue, chastised by a failing religion, one nation under the league of flaccid atheists. 

Is that clarity enough? In comes the BBC (at https://www.bbc.com/news/articles/c62504lv00do) giving us ‘Google threatened with being broken up by US’ where we see “The US government is considering seeking the break-up of the world’s biggest search engine, Google, which it accuses of causing “pernicious harms” to Americans.” Really? The US government is accusing Google of “irreparable harm done through evil or insidious corrupting or undermining”? Who is the idiot making that accusation? Lets have a rundown

It was founded in 1998 by Sergey Brin and Larry Page. They released Google search and they were clever they had the IP properly patented. Two clever dudes designed something that Microsoft never considered. Microsoft who was licking the rear end of the CFO’s of the fortune 500 were outsmarted by two students who gave people a system they needed, they handed system the people needed. So in this daytime and age, who would you rather appeal to? 500 persons who think they know it all, or a few million who are happy to be grateful? One implies money, the other gives you clusters of happy workers. In 2010 they improved the search engine making it twice as fast. At that point they had the cornerstone of modern telecom electronics. And  that is when 4G came out. And Google became the power player it is today. The story is a little more complex but this is the gist of it. The power player who proclaimed to be innovating were surpassed by two students who actually were innovative. Apple took the option of letting the innovators be and offered their technology for a large payout. 

There is more to all this, but the lowdown is that innovators recognise other innovators (YouTube) and they came up with Google Ads and in all that time the so called innovators (Microsoft) couldn’t even get close to what Google designed. They failed to offer a decent search engine (Bing) and they had nothing to offer against Google Ads (Microsoft Advertising) they failed 4 times over. And now we get stakeholders to push for breaking up Google. So let’s see how stupid that is.

In 2019 Huawei created HarmonyOS. In 5 years it created a decently worthy opponent to Android. It is now available in 77 languages. Last year it created HarmonyOS NEXT. It allows several smart devices to talk to one another. We can speculate that Harmony OS NEXT is more than a worthy opponent to Google. It will allow Huawei to hand the people in Europe, Africa, Asia and the Middle East with mobile solutions that will be happily accepted in the houses there. That is what the DoJ is achieving. And this is not the first time they are interfering where they seemingly have little knowledge. And for me it could open another door (yay me). 

All this matters because Huawei Harmony OS NEXT will enable seamless interactions among a wide array of device forms, from earphones and automobile head units to smart TVs and mobile phones. Google does this with the devices they have, but until now they had no real competitor, Microsoft was too soft and not enough micro and beside that they are spread too thin. Now that the DoJ is seemingly planning to break up Google Huawei gets a nice clean playing field to promote their brand outside the USA and with that America loses more and more market share. So whatever deceitful claim America makes They are about to be sliced and diced in the mobile industry by Huawei, TikTok (ByteDance) for video and on the electronic field by Tencent. Three companies that have real innovators and the one innovator that needs the space to continue their work is hobbled by “If the DOJ pushes ahead with the proposed remedies – and they are accepted by the judge in the case – it would represent arguably the biggest regulatory intervention in the history of big tech” which hands a clear victory to Chinese entrepreneurs. How silly they are.

As I see it, they are about to lose seven times over with the losses they have and looking at timeline of the innovators, the stakeholders as I personally see it are handing Chinese companies massive victories and I reckon that those ‘siding’ with America will change sides to the Chinese corporations before the ink dries of whatever bankrupt statement America gives the world and with the 35 trillion dollars they have less then 4 years to avoid that and I have no idea what happens to whatever Wall Street will side with. This is my personal perception of what is about to happen. Many will say that I will be wrong and I could be, but there is too much data siding with me and whilst these stakeholders get politicians to side with the need to line their pockets America keeps on losing more and more. 

In 2022, Saudi Arabia signed $4 billion worth of arms agreements with China, including deals for armed drones, ballistic missiles. In 2024 it has grown to $50 billion. This is partially important as I wrote on the 21st of February 2021 ‘How to miss out on $20,000,000,000’ And I was wrong, I stand corrected. Their revenue grew to $50 billion a mere three years later. I saw it coming a mile away and now it is happening. And the DoJ is making it worse. As I see it Google, Adobe, IBM and Oracle are the last of the real innovators and the DoJ is about to hobble one of these four, it will soon be that bad. 

As such, is my perception wrong? It might be, but my presumption has been a lot more correct than it has been wrong. No matter how you view it the entire Google mess is being mishandled (as I personally see it) pretty much from the beginning. 

And now America gives the option for a much larger win to Huawei Technologies. It will not impact  America, but Google is very likely to lose market share on several fronts. There is a much larger loss if Huawei would include TikTok on every Huawei mobile. Should these mobiles come with HarmonyOS NEXT the damage would increase and with their multi sharable sides Apple revenue would also be impacted as well as a loss of revenue to all kinds of accessories. These losses of revenue will hit Apple as well as Google. As I see it a simple creation of imbalance by people who (by my reckoning) have no clue on the internet of things. What a lovely present ego makes for others.

Enjoy the coming day.

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January 7, 2024 · 05:24

The biscuit loafers

Yup, lazy cookie dealers, or as you might know them ‘advertisers’. The BBC made me aware (yesterday) the story we see (at https://www.bbc.com/news/technology-67882315) where we are given ‘Google Chrome starts blocking data tracking cookies’, now this was nothing new to me. I was ACTUALLY in a Google building in 2019 when that news hit. I took notice of it and that is about all I did. I am no Cookie Monster (this title was already claimed by a resident at Sesame Street). So when I see now “some advertisers say they will suffer as a result.” With the added “The UK’s competition watchdog, the Competition and Markets Authority, can block the plans if it concludes they will harm other businesses.” Now the question becomes. How fucking stupid can people get? This is not out of the blue, this was said 4 years ago. For 4 years the greed driven stupid population let things slide, they relied on abused technology to get their dollars in and the Competition and Markets Authority is allowing for that extended abuse? How about they do something about the abuse of the media? That’s a novel idea.

So now we get to one of the abusers, his name is Phil Duffield at the Trade Desk who gives us “Google’s solution, the Chrome Privacy Sandbox, which only works on a Chrome browser, likely doesn’t benefit anyone other than Google”, actually yes. It benefits the abused, the actual people surfing the internet. The people you abuse every 10 minutes in a game, or abuse in some way that a specific website pushes to other websites because you looked for a birthday present there that month. The actual users of the web browser, it benefits THEM.

But people like Phil Duffield are deaf to those comments. So why isn’t the BBC asking Mr. Duffield to give a complete account of what they did in the last four years? Why did they not ask him how he prepared to deal with that challenging claim of the removal of cookies? They had 4 years to prepare. 

So whilst you consider the setting of these whinging winers, lets take a look at part two, which is totally unrelated. Yet that second part gives you the larger stage of what happens when you have stupid people letting things slide. The stupid greed driven people on Wall Street no less. Take a look at the news that we saw in the last week regarding Wall Street and set this up against Arab News who gives us (at https://gulfnews.com/business/markets/uae-market-cap-soars-as-top-16-companies-hit-dh27-trillion-1.1704521660385) with ‘UAE market cap soars as top 16 companies hit Dh2.7 trillion’. Now, we get that this is a little confusing, so lets give you a hand and relate this. That mentioned multi trillion Dirham amounts to $735 billion (and change). 16 companies made seven hundred and thirty five billion dollars. And it doesn’t end there, these 16 companies was merely responsible for 74%, the total amount comes down to Dh3.65 trillion. This means that the others got an additional 191 billion. That is what not loafing implies. That is the result of being ready for what comes. For me it partially matters as Emaar Properties got Dh68.1 billion. A real estate mogul and in previous blogs you can see how I created IP that could have benefitted Toronto properties and it would most definitely benefit an Emirati player like Emaar Properties. I say that benefit well over a year ago and now I see that a player like that wants to grow and they could benefit by having an additional technology edge as well. 

Can I translate that into some percentage? No, I cannot, this is a technology no one has. And there is an upside to throwing any system upside down, it opens up additional revenue streams and even at 1% that amounts to an additional Dh680 million. To see this I needed merely one day to adjust the IP I had for Toronto. Phil Duffield. And his dodo’s (those who are about to become extinct) had four years. FOUR YEARS. I merely 0.068% of that to create something bringing in an additional stage that would bring more than Dh680 million. How much more? I honestly do not know, but that is more than I ever had in my life and I just checked my wallet, it is missing that $185,159,950 (I rounded it down to avoid having coins in my wallet). 

So when you put 2 and 2 together you will see that the whiners complain to some watchdog even as they had 4 years to prepare. Me? I merely create another piece of IP. The fun part is that when you put it all together, you see that these loafers left billions on the floor. But they still complain for their lack of imagination and lack of insight in a market where they are supposed to be some kind of captain of industry. Just like the captain of the titanic, he merely was a captain for 5 days, after that he was put ashore 3,800 meters straight down. Insulted? Angry? I get that, but be angry with the likes of these loafers not preparing and then cry foul because they are trying to extent their abuse of your privacy. The BBC never gave you that did they. Just like the Arab News didn’t give you the lowdown on those who never were part of that extended Emirati list. They went extinct just as commerce intended them to be. 

Lets pause a moment on that and realise that we are sinking our own ships by giving these loafers and whiners a platform to continue their limited sighted actions. 

Just a thought to have today.

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October 29, 2023 · 00:05

War never changes

I was about to look into something that bothered me in Saudi Arabia when news hit me. That news stopped me in my tracks. You see it is 15 years ago today that Bethesda launched Fallout 3. I had never forgotten about that game, I even missed it to some degree. Fallout 3 after Oblivion was a massive step forward and together they were the start of Skyrim. As Bethesda became a Microsoft subsidiary, Elder Scrolls VII: Restoration became lost to them and I started to push that game in parts towards public domain. But there was one part that was never part of this. The introduction and Fallout 3 reminded me on how important the introduction was. The entire introduction is seen in Vault 101. A simple but strong setting to get you into the game, to start the narrative and to give away a clue or two. I had forgotten about that part, I had forgotten on the importance of a start. In Dune (the book) the beginning is given to us as “A beginning is the time for the most delicate care that the balances are correct.” In the 1984 movie we hear “A beginning is a very delicate time” both are correct. I had never forgotten either, but I see that I overlooked parts of that. I didn’t in the movie I create ‘How to assassinate a politician’ or the TV series ‘Keno Diastima’ in both those settings the introduction is the start and the beginning are the connected prequels. There I have that space, in gaming you do not. In Restoration the game in the very beginning reflects back to Oblivion, a game too often overlooked. Bethesda did a really good job (until they became part of Microsoft). 

As such there were solutions. As a separate game it becomes a different puppy and that had be going. The entire setting is no longer on the elder scrolls list, as a separate game you need to set a different schooling and I did a dissimilar introduction, but now it becomes a much larger station. So what happens when we create not one, but three introductions? When we create introductions for the choices made we get a new gaming setting. We create a smaller infusion of longevity and that is the first step to LTG (Long Term Gaming) that is the stuff that streamers (Amazon, Tencent Technologies) require. Streaming relies on at least 2-3 LTG games and Microsoft has two, when we take those options away by creating a real LTG, we get a new setting, we deprive Microsoft of revenue, something they desperately need after spending $69,000,000,000. Soon they will be haemorrhaging all over the place and denied revenue is one, the other I keep for later. Those two will push Microsoft over the edge and I am driven to that because they invaded our safe gaming space by pushing THEIR needs on all gamers at the expense of everyone else. That angered me, they did nothing wrong in the legal sense, but they did in the spiritual sense and when Tencent technologies and Indies programming for them get that IP (as I am making it public domain) the Game pass loses value, especially as they denied certain games to be there in year one. The greedy will be served, that is what I always believed and now I am making it a reality. And as Microsoft seemingly invested $13,000,000,000 in genAI there shores are stacking up and a few more bad news (like missed revenue and less customers) will set their doomsday clock to 0:01, which works well for me in this case. As I said once before, I will hand my IP to Saudi Arabia for 35% of the value, before I will let Microsoft near it for 165% of that value and making a lot of it public domain works well for me, I might not get a dime of that, but Microsoft cannot make exclusive IP claims when it was published and that is the part everyone forgets about. You see “Software patents for computer-implemented inventions are treated as typical patent applications and must pass the same tests of novelty and inventiveness.” You see, when something is on the internet or a blog, it fails the novelty test. Microsoft will have to share space and cannot claim anything. I open the space for indie developers and they can go wherever they want to go and with thousands of indie developers in China, Tencent technologies will have an advantage and that mean more trouble for Microsoft.

They were warned, but they were eager to ignore everyone to the request of their board of directors. In the end they lose 5 times over. Apple took the tablet, Amazon the Web systems (AWS), Sony took the console, Tencent technologies is about to take streaming services (GaaS) and Google is biting into their office revenue (not as much as I hoped, but still). Bleeding on 5 sides and I will (hopefully) add two points of pressure. In the end their $82 billion investment will come up short. Yes GenAI is all the rage, but it needs a pedestal to grow from and that pedestal is vanishing fast. I wonder which banks will buckle first. Wall Street is at present obsessed with AI, but soon they will realise that this setting needs a platform top start from and the Microsoft platform is waning that much is a given all over. I wonder how long they will be able to keep the spin up. At some point these banks want evidence and if FTX is anything to go by, a lot of banks are starting to get worried, not in the least by my speculated weights of banks with too much US treasury bonds. We see the news on how 10-year treasury  bonds are a green light, but are they really? When that goose sparks a lot of people will be without savings and I fear that that moment is not too far away, giving more added pressure for Microsoft to perform. Consider that the ‘investments’ requires them to make AT LEAST 4 billion just to pay for the interest. Now consider that the media gives us that they made 198.3 billion USD, you would think that this is a no brainer and I would agree. Now consider that they lost 5 times over (6 if you include Bing) to competitors. They are still making some money, but the numbers aren’t adding up. Bing currently has a market share of 3.02%, which is nothing. There are too many cost issues that are not registering as I personally see it. So when we look at the whole picture, they are seemingly bleeding all over and the numbers cause me to show question marks. So am I wrong? I could be, but Microsoft has become too big, everyone is shouting against Amazon and Google, but they stay silent against Microsoft and they just got a new bigger player. 

War never changes the premise is sound, but you win the war by changing the stage the other one is stepping on, or you diffuse its support systems and the others all forgot one thing, the population is a support system in this war and Tencent Technologies is about to come into this field, Amazon had options for several years. They squandered it on I know not what. Now Tencent Technologies optionally with Huawei will get a larger stage to work from, all whilst the Microsoft stage is shrinking. As the middle East turned to China, Microsoft lost even more and that is what too many are trying to be in denial of. I wonder what Microsoft loses by the start of 2024, it will be something but I have no idea what they will lose at present. 

Enjoy the weekend.

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October 19, 2023 · 14:01

The definition of insanity

We have all heard this one. The setting that people doing exactly the same thing over and over again and hoping for a different outcome. A patent clerk named Alfred came up with it according to a fair amount of people, but here you would be wrong. It originated somewhere around 1980 apparently by Narcotics Anonymous. The US government has taken this setting of insanity to heart as we can see. 

Not the first but we get at some point that the US government was stopping Android towards China, Huawei especially. The consequence was that Huawei created HarmonyOS. They are now at 4.0.0.121 which is available in 77 languages, so not just in China. It might not have the following that makes it a threat to Google and it likely won’t be for years to come. But the stage has been created. To give some kind of relativity “Richard Yu, CEO of Huawei Consumer Business Group claimed that HarmonyOS had reached 300 million smartphones and other smart devices, including 200 million devices in the ecosystem and 100 million third-party consumer products from industry partners.” The setting that it is now in 300,000,000 smartphones and smart devices implies that those machines are NOT using Google’s Android. Nice example of stupidity US government.

So here is the prequel, now we get to the main event dished to us by the BBC. Here (at https://www.bbc.co.uk/news/business-67141987) we are given ‘Beijing unhappy at latest wave of US restrictions’. The setting sounds one way, but when you get to “The measures target chipmaking tools as well as advanced chips, including two from market leader Nvidia. The move is being seen as an attempt to close loopholes that became apparent after an initial wave of chip controls last October. America said the measures were designed to prevent China from receiving cutting-edge technologies that it could use to strengthen its military, especially in the field of artificial intelligence (AI).” So stupidity continues in a few ways. You see AI does not yet exist and the one player most likely to push that into completion is IBM. And for the statement “prevent China from receiving cutting-edge technologies” is pretty much a joke. China already has cutting-edge technologies. Huawei is more advanced then anything the west has and we see that in action all over the Middle East. The second part is that Nvidia is a market leader, but it became one through business based cutting corners. This is not negativity, what they did was sound, clear and business based. But there is a downside for the US (yet again), like HarmonyOS, China can create its own chips. Granted that it will not be as powerful as Nvidia but it will work. And there is a second tier to all this now. 

For example the PNY NVIDIA RTX 6000 Ada Generation Graphics Card is next level shit, we can all agree that this is the case and for $15,790 it is all yours. Yet, who could afford that? Now China gets to be in the place to create a competitor that can only do 90% of what this card could do, but for $3,500. The bulk of people who cannot afford the Nvidia card will jump at the Chinese option and then what? This is not some speculation, it is a given certainty. The US is throttling whatever they can and alternatives become a reality. First HarmonyOS, then we see that Saudi Arabia has the fastest 5G by leaps (over 700% faster than 5G in the USA) and that list merely becomes bigger, all whilst they set the stage for others to take over marketshare. Have they forgotten the harsh lesson they saw in 1985-1995? They blocked Russia from getting PC’s and other hardware and as a result Toshiba became a world player with an annual revenue surpassing ¥158.94 billion (2021). Marketshare lost to Compaq, HP, Dell, and so on. So, what will the US do when China stops exports to the USA? Cry? 

America thinks it is a global player, but that is no longer the case and their 325 million people includes well over 50% who cannot afford any of it. That gives China the option to expand into Europe, Africa and the Middle East. The two richest nations (Saudi Arabia and the United Arab Emirates) are now in a stage where they give more and more expansion options to China. I like the comparison that the West Wing gave us “America designed a pen that works in outer space, it costed them millions. Russia? They used a pencil” That stage is returning to us again and again. China will create new processors and through that new cloud systems and notebooks. In the meantime as people need to get cheaper stuff will end up with Chinese hardware. Europe has roughly 750,000,000 people, twice the population of America. Africa has a population of 1,215,000,000 people and the Middle East has around 370,000,000 people. All now getting a small nudge towards China. So, what will America do when it defaults at the same time that the people of the world moves towards Huawei, Harmony and whatever comes next? 

So whilst we are given “The Biden administration has denied it was trying to hurt China economically, but Beijing’s foreign ministry branded the move “forced de-coupling for political purposes”.” We need to consider that this is a final act of desperation and the news that Chinese stock is down 1.2%, consider what happens to the stock of Microsoft, Google and Samsung when HarmonyOS is releasing 5.0 which is likely a year away. When the CEO of Huawei tells the world that their HarmonyOS is now in well over 500 million devices, that is the point that big-tech starts getting nervous and when Tencent technologies is told to end its partnership with Microsoft we will see the first sparks of a race that had only one outcome, all due to ego driven political posturing. I know that this will be an event as I have several pieces of IP that none of the other players have and I should not have this advantage. I got it by looking at what was possible, not what greed demanded I would do and that would result in some losing 3%-5% marketshare and that was why I initially went to the Saudi government. They can afford to buy it, the American firms will hide behind “Trust us, we’ll do right by you” but they will not deliver, they merely want freebees and now at the end of the margins that sloppy setting will cost them their house. 

Could I be wrong?
That is the first question I ask myself and I ask it all the time. To critically look at your own settings is how you can find flaws and I did find a few but consider that HarmonyOS did not exist before 2019. Consider that there was only Google and Apple and now one in 20 houses have Huawei and optionally HarmonyOS to some degree. It might be slow now, but in 2-3 years that amount will have doubled. Apple and Google are still safe and still firm, but this third player was never a blip before and now they are more than a blip. I personally believe that their grow markets are the Middle East and Asia. I reckon that India is the first setting. We were given “We are open to doing business with any company anywhere as long as they are investing and conducting their business lawfully and are in compliance with the Indian laws,” A statement by Deputy Minister for Information Technology Rajeev Chandrasekhar, as such India is now open for business. Huawei is re-entering Pakistan with smartphone solutions no later than early 2024. That opens up the corridor  between China and Egypt and when Egypt comes across, which it already did in January as we saw “Telecom Egypt, the country’s first integrated telecom operator, in cooperation with Huawei Technologies” sets the stage that Huawei is now at the front door of Europe. The moment that Ericsson fails to remain on par, which it isn’t at present the flood gates into Europe open up and all this could have been prevented by focussing on innovation, which the telecom providers failed at all over Europe and in the USA. So that is the consequence that a lack of innovation brings and still the same old greed driven play is being pushed by America and as they financially buckle more and more, the game will get a different continuation. 

This is not the first mention of this, I made several publications going back 2-3 years into this field and now that the stage is at the edge of readiness we see some mention of “it could use to strengthen its military” I merely laugh. The bulk of American politicians want to stop supporting Ukraine against Russia. If they are not ready for that setting they will not like what military encounters with China will look like. China doesn’t need to fight, it can just wait until America collapses and as things go that moment is coming closer and closer. The nanny state looks good on paper, but when you have too many children and only one nanny chaos is an absolute certainty, ask any mother. They can tell you just how bad things can get. 

As I personally see it the US-China chip war is a paper tiger. It might sound nice now but it is staged on a setting that nothing changes and that is never a reality. Change is the number one part in evolution and innovation. In 2022, the total number of invention patents filed in China reached 4.21 million, of which 3.28 million were held by inventors from mainland China, do you really think that all innovation comes from America? Lets not forget that Nvidia only had an additional $60 million in revenue over the last year and that is one number that greed driven Wall Street does not like. There is no telling what happens when China get its own systems running and that is a certainty, no government will rely on foreign technology. Not in the west and not in the east. Yet that marker seems a lot more clear in the east, but feel free to refuse my view on that matter. That would be fair enough. 

What will happen next? That is anyones guess, I stated clearly what is out in the open and what I expect to happen next. Make up your own mind and always check what you are given, no matter what or who the source is.

Enjoy the day.

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September 30, 2023 · 21:27

I tend to disagree

There are a few issues and they all relate to the CBC articles. I do not think that the CBC is doing anything wrong. They merely report on a point of view I disagree with and we all have that at times. It started earlier, but what set me off was the article (at https://www.cbc.ca/news/politics/national-security-canada-military-defence-ward-elcock-1.6963391) where we see ‘Canada needs to ditch the complacency and get serious about national security, experts say’. My initial question is ‘Who are these so called experts?’ I know I am not one, but I think these claiming to be could be seen as Monday morning quarterbacks. We are then pushed onto “something unexpected happened last week when the Business Council of Canada issued an urgent call for the federal government to develop a national security strategy with economic security as one of its pillars”. So who exactly are the members of the Business Council of America? It gets worse from here. You see, when we go back several weeks we get (at https://www.cbc.ca/news/politics/foreign-interference-china-russia-csis-business-council-canada-1.6958627) ‘Business council says CSIS should start warning private companies of foreign interference’. This sounds nice, but we have two issues at this point.

  1. The validity of Business Intelligence
  2. The issue of American linked businesses.

The CSIS (aka the Client Server Integrity Society). If the NSA is allowed its ‘different’ version (No Such Agency) then the CSIS is allowed the same thing. My larger issue is “One of the country’s leading business voices warned Thursday that Canada’s economic security faces external threats — and called on Ottawa to give its spies the power to share intelligence with private firms being targeted for foreign interference.” The direct linked question becomes “Who exactly is that leading business voice?” And which idiot yahoo decided to throw sharing intel with places that have leaks larger than any sif into the mix? You see, there is a larger station here. ‘Targeted for foreign interference’ is a large setting. We tend to think China and what the reality is, is that Wall Street is also a source of foreign interference. Those people do not play nice. In addition too many  Canadian businesses would have to up their cyber security by a lot. I merely showed one aspect earlier this week, one of close to half a dozen. Microsoft cannot stop emails leaking, what gives you the idea that Canada is any different? 

So when we get to “The group — which has a long, influential history of pushing for policies like free trade, fiscal responsibility and tax reform — said it believes Canada is deeply vulnerable in this era of renewed great power competition.” We get to the larger disagreement. Canada is not more vulnerable, it is less interesting to a lot of power players. It is roughly 10% of the US and merely 50% of the United Kingdom and is spread over a whole area. In all this the larger station is not merely foreign interference, it is the danger of American interference for its own need for greed and that takes a different approach and until the Business Council of Canada gets its members to up their Cyber Security by a lot, any action is a wasted one and the CSIS keeping its actions secret is the best course of action at present. This might not be the right view, but it is my view.

Then we get to the interesting quote “CSIS jealously guards its sources and methods of collecting information. In one espionage case, it even kept the RCMP in the dark about a former sailor who was stealing classified information for the Russians.” The CSIS is confronted with too may leaks. There is no factual evidence that it amounts to corruption, but that word was mentioned more than once in sources I looked at. The important question was whether that traitor was caught in time. How long was that person active and how was that person (in the end) caught? It was not jealousy, that is the word of a reporter out for flames. The larger station becomes that Canada has vulnerability issues and not all of them are from China or Russia. American businesses are ready to expand and get the Canadian corporations as well, some politicians seem to cater to that need and the CSIS for sure does not. As such whatever the CSIS is doing now, it is seemingly doing right. From here we get to the dangerous statement “Neiman said Canada’s allies have found ways to strike that balance between secrecy and disclosure.” I believe it to be dangerous, because  Canada’s allies are all catering to big business. Microsoft, Google, Amazon, IBM and Meta. You name it, it has a stakeholder trying to find a balance of intelligence at their exposure and risks they can mitigate and Intelligence at the expense to mitigate risk is not sharing Intel, it is giving nations options away to greed driven people and the CSIS, in particular that person with grey hairs (aka David Vigneault) needs to cater to the need of Canada and its citizens, not the needs of a Business Council and its friends.

That is how I see it and I might be wrong, but so far in history whenever a business person wanted intel to be shared, we were confronted by a leak the size of the Grand Canyon right behind it. So before we rinse, shave, grate and repeat Trevor Neiman and optionally these non mentioned friends of his, we should be told who they were EXACTLY. In that the CBC missed the plank by a fair bit.

Enjoy the weekend.

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April 25, 2023 · 06:24

A story for the ages

That is the thought I woke up from (about 34.6 minutes ago). Most of us know the Age of reason, which is often phrased as ‘an intellectual and philosophical movement that dominated the world of ideas in Europe during the 17th to 19th centuries’ Is often linked to ‘The Age of Reason; Being an Investigation of True and Fabulous Theology’ a work by Thomas Paine. In this book he made deism appealing and accessible to the masses and it started something. Yet what followed wasn’t as nice as e think it was. We merely think of the age of industrialisation, but in 1993 I was captured by Kazuo Ishiguro’s Remains of the day, the movie (I never read the book). There Christopher Reeve tells us as Jack Lewis “Europe has become the arena of Realpolitik, the politics of reality. If you like, real politics. What you need is not gentlemen politicians, but real ones” it struck me how much the UK and the world seemingly had relied on Nepotism. As such the field of ‘granting an advantage, privilege, or position to relatives or close friends in an occupation or field’ changed into a new form of nepotism ‘granting an advantage, privilege, or position to a fellow alumni’s in an occupation or field’ it might certainly be better, but there is a danger there too. The people from the Wharton School of the University of Pennsylvania will obviously disagree with me,  but there is a correlation with certain schools and it is all ‘equalised’ with terms like ‘they think like we do’ approach. Yet all this goes further. As the 19th century passed, we saw the age of Politics evolve into the age of Wall Street. I think the clearest point was the Ghouta chemical attack in 2013 when we saw that on, or around June 13th 2013, the United States government publicly announced it had concluded that the Assad government had used limited amounts of chemical weapons on multiple occasions against rebel forces, killing 100 to 150 people. US officials stated that sarin was the agent used. Deputy National Security Advisor Ben Rhodes did not say whether this showed that Syria had crossed the “red line” established by President Obama in August 2012, which was interesting because when I went to primary school we heard that ANY use of chemical agents was a red line. The line was replaced to a new setting, as I personally saw it Syria had no economic value to Wall Street, this happened again when different lines were crossed in Yemen with Houthi terrorists, that nation had no value to Wall Street other than the revenue of war machines and as I personally saw it Wall Street was industrious in indirectly stopping actions. This was however not possible in the Ukraine and now there were two issues. The first is that Ukraine was too close to the EU and the power of the Euro (a currency Wall Street Neds to remain high, or on par with the dollar) as such a new setting evolved. 

The age of politics is over, we see Yemen, now Ukraine and the Sudan and in the latter two the Wagner group is overly active. So what will the next age be called? The age of war, the age of mercenaries? Your guess is as good as mine but there are too many pieces and events that show that the age of politics is over, what follows it is unknown. Perhaps the age of Islam? What we can see is that the Middle East is the only real economic power remaining. Unlike the US, it does not have a $30,000,000,000,000 debt, if anything it is making billions with Aramco, a grocery store valued at $2,000,000,000,000 making it almost on par with Apple. In the age of money talks and bullshit walks, the US has become the silent mute we now all point to, especially as it is driven by media that openly lies about election results. The media is so clear about what is true is not the same as what is truth, but in all this the simple setting is that the age of Wall Street is over,  the USA is no longer a superpower. That age is gone and we are unsure what follows, there is every chance that this new age has China firmly at the helm with Saudi Arabia and OPEC at its side. Where does Russia fall? Well their open lies on all media and the fact that the second largest military force is unable to deal with the 21st largest army (Ukraine) implies that they are soon imploding all over the place and the inhumane and apparently acceptable claims by the Wagner group, I do not think that Russia will be tolerated much longer, not by the old power players or by the ones replacing them. We now hear “Evgeny Prigozhin stated that Russian mercenaries will no longer take Ukrainian defenders captive, instead opting to “kill all on the battlefield,”” a setting which was set in the Geneva Convention relative to the Treatment of Prisoners of War in article 13. If we see the Geneva convention as one of the great achievements in politics we now see that the inaction by all others imply that the age of politics is over, it is dead, and it’s rotting cadaver remains in the street. Another piece of evidence that the age of politics is over, because if that was not the case EVERY newspaper and their websites would be all over this screaming outrage, but that is not the case, most of them are talking about Tucker Carlson. That is how bad it has become.

Try to enjoy Tuesday whilst still alive.

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February 15, 2023 · 01:12

When we see a hustle

This is the idea that came to my mind when I saw ‘US-GCC meetings in Riyadh seek to counter Iranian threats’ (at https://www.arabnews.com/node/2250361/middle-east). Thee we see “A senior US delegation led by Special Envoy for Iran Rob Malley is participating in meetings in Riyadh this week focused on confronting the increasing threats posed by Tehran in the region.” My initial response would be “Oh, whoop di do”, you see, I was on that horse long before I wrote ‘The Iranian play’, which was in August 2021 (at https://lawlordtobe.com/2021/08/30/the-iranian-play/)  as such, is this a covert hustle for cheap oil? Is this a fake mention to be seen as an ally to Saudi Arabia? I honestly do not know, but you can read up on Iran (try Google with “Lawlordtobe + Iran”) you’ll see articles that go back to even before July 2020 when I wrote ‘A pawn in nuclearity’ (at https://lawlordtobe.com/2020/07/22/a-pawn-in-nuclearity/), it’s not rocket science (or nuclear missile science), It is all out there, with media links and all. As such when we see “US forces in Iraq and Syria “are under constant threat from Iranian allied militia groups that seek to constantly harass our forces,” which “undermines” their ability to combat Daesh.” We get to see a hollow statement. Saudi Forces have been under drone attack for some time. Perhaps Rob Malley needs to have a real conversation with Saudi Colonel Turki Al-Maliki. He has a lot more usable goods on the acts of Iran, as such the US is again late to the party, well over two years late to the party and as such I see a hustle plain and simple, what the target is is unsure, but the grasp for cheap oil seems likely. 

You see, most of us (and I at times too) see one stage, but the reality is that the stage contains dozens of stages, all with their own settings. US diplomacy, Wall Street, US congress, the seem the same, but that is not the case. They are often alike and they all have their own goals and their destination is at times anyones guess, because we are not given a clear view, we only see parts of that view and until you see the list of views and a proclaimed set of goals (if they are honest) we remain mostly in the dark and as such the arrival of Rob Malley well over two years late comes across as insincere and as such it is seen as a hustle. If the US wants to sound sincere, they need to come across with ACTUAL actions. But there is every chance that these steps come with a large fine (optionally payable in oil) and in no clear steps will we see any actions against the nuclear acts that Iran is pushing. So what do you call something like that? A hustle, or the acts of a sincere ally, because I feel certain that the Saudi government will report the acts by Rob Malley as insincere, I would too. But perhaps we will see some real actions soon enough, I am just not holding my breath on that event, I might suffocate long before the US actually acts against Iran. In part that makes sense with the Ukrainian issues in play, if only they had acted well over two years ago, that would have been nice too.

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February 12, 2023 · 09:40

Introducing: The nightmare

Yes, that is where we are at. It is not the beginning of some horror, although that is not out of the question, the larger stage is who the horror will hit. The setting of this stage begins with ‘Biden prepares largest Pentagon budget in history as spending cuts loom’ (at https://www.politico.com/news/2023/02/10/biden-pentagon-budget-debt-ceiling-00082302). This could be any day just like any other day, but it is not, it really isn’t. You see, the debt ceiling is about to get hit (yet again) but there is no raising it this time, with the debt surpassing $30,000,000,000,000  this debt is also surpassing the national GDP. It is even more dangerous. Last year the interest on this debt surpassed 25% of the national budget. It has become that bad. And I tried to warn people that the media and the puffy politicians were playing a game with you, but most never listened and that is not on them. There is no reason to listen to me. It is much better that you find out for yourself. So here we are, all whilst something serious should have been done from the age of former President Barack Obama. Let’s be clear, I am not blaming him, the fault is on BOTH sides of the isle. Tax laws and a tax system that was never overhauled, budgets that were not kept in control and things went from bad to worse. So now we get the pentagon budget. I am not saying what should be done, the issues with Russia and their invasion of the Ukraine is still a massive factor and there is every chance Russia does not stop there. Something needs to be done I get that, what the best course is is only known for those who know the actual facts and we don’t have them, but with a stage where that budget is now getting the additional “lawmakers appropriated $858 billion in national defence funding — $45 billion more than Biden sought”, almost a trillion dollars is added to the total debt slamming pretty much through the debt ceiling, as far as I can tell issues will rise and things will start to collapse the things got this far out of hand and now the US will face a new domestic danger. You see Wall Street might actually embrace a default. It would give them unparalleled powers in the US, not for a few years or decades, it will solidify their powers for CENTURIES to come and that will make them richer then anything else. That is the nightmare scenario and it is here 3-5 years before I thought it would come, but then I am not an economist and my predictions are more on point than some of the predictions the IMF made, so there.

And if you think that this is merely some paper run, think again. If the US goes into default, where do you think the Ukraine will get there hardware from? When the US falls, so will Japan soon thereafter and the EU is not far behind them, a world that overspent for decades. A world for the taking by China to say the least, optionally 2-3 more players enter that field, but about that more later. And if you think that this is just prancing, think again. As I see it to avoid this setting the US would have to cut budgets by 50%. That pretty much ends the social settings, infrastructure and a few other stages. The nightmare scenario has arrived on the porch of US households and there is no way to predict how this unfolds, we cannot tell because the path will be in part on how Wall Street deems it to be and that is never in favour of any household.

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