Tag Archives: Washington Post

Not a small house for boys

Yes, we all have moments when we want to avoid events, the call to ignore the European Song Festival in Tel Aviv, The Summer Olympics, 1980, the British Empire boycott (1764-1766), some become successful, and some do not. the problem is that it is not always possible to prove its validity up front, in one case, only after that disgruntled clambake (1764) did the boycott succeed and the United States of America were born. Yet when we see the Dutch times (at https://nltimes.nl/2019/10/08/mp-wants-netherlands-boycott-g20-summit-saudi-arabia) are we confronted with: “SP parliamentarian Sadet Karabulut wants the Netherlands to boycott the G20 summit in Saudi Arabia next year“, with the most outstanding reason “The Saudi regime is too controversial, Karabulut said, referring to the murder of Saudi journalist Jamal Khashoggi“, all whilst evidence of Saudi governmental evidence was never shown, merely implied (by that well known UN essay writer).

And it does not end there, Socialist party member Sadet Karabulut was (fortunate for me) rather stupid to boot, when we see: “Crown prince Mohammed Bin Salman is most likely responsible for cutting journalist Jamal Khashoggi into pieces“, it is an assumption, there is no evidence at all that he was responsible, there is no beyond reasonable doubt, moreover, there is no evidence of the ‘cutting into pieces bit‘ in any way as the body was never found. We just do not know what happened, and to let some socialist party hack decide what a nation does and what a nation attends, especially as this (if ever proven) was the act of an individual, yet not of any government (it cannot ever be proven), the stage is merely that of a Dutch Socialist of Kurdish origins that sets the stage of a boycott without proper staging in evidence. In addition, the Netherlands had only been invited as a courtesy, the EU is a member, the Dutch are not, in previous years, HRH Queen Maxima was invited as a representative for her work for the United Nations. more important, the Netherlands are merely one of 27 participants and even as the complete EU decides to boycott it, it would in the end be a really stupid dick move (as the expression goes), however I am quite willing to attend (in their place) and set the stage to get construction jobs away from Dutch players, as well as jobs currently with Smit Tak as well as Nedlloyd (via Maersk) and hand them over to Salini Impregilo and the Evergreen group. I do not think that the Dutch government will mind, and if they do, they can ask Sadet Karabulut to explain herself (phone: +31 88 243 5555). It is time that wannabe limelight seekers like Sadet Karabulut learn that there is a cost of doing business, especially when they make claims that cannot be proven in any way. In addition when you consider that she was elected in 2013, where was her call to boycott the G20 in 2015 (G20 Antalya summit), we can accept that her Kurdish origins would oppose any international stage towards thousands of murdered Kurds, as well as dozens of executed journalists would call for that boycott of the Turkish G20, yet Google search does not reveal anything there, does it?

Boycotting an event is one of the harshest actions there are, even if they are not always successful, they do tend to give a larger rise to awareness and to some degree that is fine, yet when this is done in a stage where evidence is not there, when the case is too largely based on speculation and tainted presentations the entire matter falls apart and at that point a boycott could work in a very different direction. consider that companies like Royal Dutch Shell PLC, Smit Tak (aka Smit Salvage), P&O Nedlloyd (part of Maersk shipping), Unilever and a few others all have sizeable interests in Saudi Arabia, I personally think that politicians better have their facts, ducks and lack of cluelessness clearly on a row. The Dutch brainless rambles of politicians like JanMaat need to be a thing of the past. When the bad thing happens and two of more of these larger players get asked to leave, whilst their competitor walks in, that loss is massive and runs into the billions over time. There is at this point not one economy that can take a hit of that size and to that degree.

We might all shout that it is not about business and you are not wrong, yet when you falsely accuse a party and that evidence cannot be presented, you the presenter become the problem. Even as we can state that Sadet Karabulut was merely seeking the limelight does not mean she cannot get it, I believe that there is great limelight to begotten when Maersk (P&O Nedlloyd) loses the Saudi jobs and they are given to Evergreen shipping, do you think for one minute that Maersk, P&O Nedlloyd, and Smit Salvage directors will be appreciative of the brainless actions of Sadet Karabulut? It’s a sellers’ market in this unstable economy and the Persian Gulf is a treasure trove for several players, and when unfounded actions are called for whilst the outstanding hypocrisy can be proven several times over it all becomes a much larger problem. We can argue on the fine lines in the accusation, yet the fact is that most likely nothing will ever be proven, the lack of evidence is just too big a deal, and whilst you consider the life of one journalist, consider how many died in Turkey, how many are in prison in Turkey and why they ended on one pile or the other. In all that Saudi Arabia should not be a blip on anyone’s radar in that regard.

I can understand that the choice: “Last year the Netherlands cancelled a trade mission to Saudi Arabia due to Khashoggi’s disappearance“, yet there is a difference between a trade mission and a G20 summit, the stakes are a lot higher and when we decide not to attend a place where optional informal deals could be made and informal changes could be proposed, not being there also implies that no success will follow. You have to be in it to win it, the simplest of premises. When you have to hide behind ‘most likely responsible‘, and ‘It is believed‘ you have nothing to work with. You can decide to boycott, but when it is on unproven actions, you better be ready to accept what happens afterwards, after being in office for almost 13 years Sadet Karabulut should have known better. However, I am most willing to see who wants to take over the Dutch interests all over the Persian Gulf (as an unofficial non-elected global participant seeking coinage for services).

And whilst we see another wave of ‘Justice for Jamal’ new messages on the New York Times, the Business Insider, The Guardian and a whole range of papers, consider the murders of Naji al Jurf, Firas Hammadi, and Ibrahim Abdulkader. They were all clearly murdered (cadaver available) on the 27th of December 2015 in Turkey. The NY Times claimed 6 days ago that Jamal is still owed Justice, what about these three murdered journalists? Why are they not in the NY Times, the Washington Post and a whole range of newspapers every day? Can anyone explain that and in that same regard, why is Sadet Karabulut not speaking out for boycotts regarding these three journalists. Merely three of a much larger list, several dead and many in jail, where are their advocates?

 

 

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Happy birthday

Yes, I wish me a happy birthday, so bring on the cakes and lemonade, it is my birthday! Well, not actually, but it would fit as today is world animal day (and an applicable day it is). Yet that is not what I will be looking at, today is the day that I look at the misguided effort of people to remember what is not proven. First the one who gets the most consideration, the Washington Post; we see (at https://www.washingtonpost.com/world/2019/10/02/protesters-gather-outside-saudi-embassies-worldwide-remember-jamal-khashoggis-brutal-killing/) ‘Protesters gather outside Saudi missions worldwide to remember Jamal Khashoggi’s brutal killing‘, with the first part where we see ‘brutal killing’, we cannot prove either, which is besides the point that not all killings are brutal, a mere change towards the palette. So when we see: “members of Reporters Without Borders stacked dismembered mannequins clothed in “press” jackets and armbands outside a Saudi Consulate as a poignant reminder of the gruesome manner in which Khashoggi was killed and allegedly dismembered by Saudi agents inside the Saudi Consulate in Istanbul“, we see a lack of facts and an absence of evidence.

In that regard, how much consideration and remembrance were given too Ibrahim Abdulkader and Firas Hammadi, journalists murdered in Turkey by Daesh on December 27th 2015? Perhaps there is a moment of silence towards Serena Shim, 29 years old allegedly murdered by Turkish Intelligence on October 2014 in Suruc, Turkey. The list goes on with Hrant Dink, İsmail Cihan Hayırsevener, Yaşar Parlak, Önder Babat all murdered journalists, and for me the evidence that the media to a much larger extent is hypocritical in nature. We see millions of Jamal Khashoggi, with a lack of factual evidence, yet these murdered people go unnoticed and it all happens in a nation where last year alone 122 journalists received a jail sentence. So it might seem funny to some to see the Arab News (at https://www.arabnews.com/node/1562756/saudi-arabia) who gives us the headline ‘A year later, justice for Jamal Khashoggi is yet to be served‘, whilst all the dead journalists in Turkey (nearly all Muslim journalists) are actually and factually forgotten, is that not strange too? It seems that the missing body of Jamal Khashoggi is used as the missing teddy bear for whoever wants to attack Saudi Arabia without factual evidence.

It is then that we see Newsweek (at https://www.newsweek.com/khashoggi-turkey-saudi-arabia-pompeo-1462584) who gives us: “Writing under the nom de plume Owen Wilson, he said Turkish officials switched their initial story that Khashoggi had endured two hours of interrogation and torture before being murdered. “What Turkey has shared in factual details since then has gradually shrunk the ordeal for Khashoggi from two hours to 10 minutes,” Wilson said.” This is interesting as the report by Agnes Calamard never made mention of the timeline involved, in her document we see towards the presence of a doctor: “His presence suggests one of three options: 1) that murder was the primary intent of the mission; 2) that murder was planned after several days of interrogation; or 3) that murder was the immediate second option should Mr. Khashoggi refuse to return to Saudi Arabia.” It is her inclusion towards the timeline that torture was expected to last for days, whilst there is still the debate whether their actually was torture. This is mentioned in the segment ‘Credible Evidence of Premeditation of Murder‘, when we consider that and we see the larger failing of evidence we need to realise that there is a lot we may never know and in light of that, we Miss Calamard hides behind “the 15-man team included a forensic doctor, Dr. Tubaigy. There is little plausible explanation for his role, other than the role he filled – dismembering and disposing of the body” which leads me to my question ‘What actual evidence is there that Jamal Khashoggi was ever dismembered?‘ There is no evidence and the implied parts of speculation into things that cannot be proven are all over the essay that she submitted to the United Nations are all over the field.

As the media whips up more and more banter and speculation, we are removed more and more from factual evidence. And in this Newsweek has more, when we see: “Turkey had at least seven hours of recordings from the mission between 28 September to 2 October 2018, but only once played 11 minutes of the recording to secret-service delegations from the U.S., the U.K., France, Canada and Germany.” the most important part of the entire issue is missing. The clear premise: “what evidence is there that this recording is an actual recording of Jamal Khashoggi, what forensic investigation had been done?” we see the issue. As Turkey has changed, upgraded and downgraded the media attention and limelight (most likely at the request of Iran), there is a lot of evidence missing, the additional case of Turkey having the most incarcerated journalists on the planet was ignored by almost every media publication who was riding Khashoggi exposure gravy train, a most relevant failing by the many media outlets.

For me the most relevant question in this is: “What are we doing to remember the dozen of journalists murdered in turkey, in some cases by the Turkish governmental agencies.” The lack of an answer here shows just how committed the media is towards the hypocritical oath, and the people all standing in some vigil, whilst they know on the inside that they have been played makes the entire matter a sad case.

I personally feel certain that Jamal Khashoggi’s live has ended in some way, but I cannot prove it. The fact that the media boasts issues that they cannot collaborate with the added mentions that Newsweek gives us is merely a stab towards the anniversary of an event no one can attest to, and in light of all the other things that has happened to journalists in that very same country in the last 10 years alone gives rise that the media has become its own worst disappointment.

 

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Branding

An Apple original, a Netflix original, Stan presents and so on. This is the view I started this morning when the trailer ‘For All Mankind‘ hit the screens. The game has changed and the value of IP has gone through the roof, finding quality IP is going to take on a new level of interest. Not merely finding the IP, getting there first means something now, it is a new form of Armistice and it is a game designed for all the creative Masters of Art out there. Yes there is the anticipation of new hits and movies we want to see. We look forward to people like Nicholas Cage (Primal), and Robert de Niro (The Irishman). Yet it goes further than that, the amount of movies that are popping up with references to ‘Basically, How to Write a Netflix Original‘, we see new cash cows coming into existence. Yet the basic need is not to write the story, it is to have the idea in the first place. I can, at any given moment drum up a new story; I have been writing my blog for several years now, creating over 1200 articles. All the articles have news references and have references to events, but creation was key! And that is not the stage, the stage is not the Wall Street journal (at https://www.wsj.com/articles/with-chips-down-saudi-arabia-finds-little-goodwill-in-the-u-s-11569495606) giving us: ‘With Chips Down, Saudi Arabia Finds Little Goodwill in the U.S.‘, this is a given and required little creativity, yet the creative eye will spot beyond the quote “Two-thirds of Americans now have an unfavorable impression of Saudi Arabia, according to a Gallup Poll earlier this year, the highest percentage the survey group has ever recorded for the kingdom. It is higher now than it was after Sept. 11 attacks, in which 15 of the 19 hijackers were Saudi“, it would be able to see that the anti-marketing machine that even included the United Nations (the essay by Agnès Callamard), where even with a lack of evidence the Saudi Arabian crown prince was painted as the guilty party, Eggy Calamari even gave us: “The killing of Mr Khashoggi thus constitutes an international crime over which other States should claim universal jurisdiction. I call on those States to take the necessary measures to establish their competence to exercise jurisdiction under international law over this crime of extrajudicial execution,” we cannot deny that the likelihood that the life of Jamal Khashoggi was ended in an unnatural way with a certainty approaching 100%, no one denies that, yet the who remains an issue and the reference “for which the State of Saudi Arabia is responsible” can only be made through circumstantial evidence (and it still remains dubious at that), whilst the use of that evidence leaves too many gaps, giving a clear failure as ‘beyond all reasonable doubt‘ is not met, yet in opposition these same state facilitating players have ignored actual evidence of Iranian actions of assaults and bombing of Saudi Arabian civilian targets. As such there is a creative engine in play and that engine is targeted at Saudi Arabia (the connections will make sense soon enough).

The actions by the UN to stop escalation with ‘US-Iran tensions escalate despite UN efforts‘, gives us the light that clearly produced evidence is ignored and shunned by the UN, giving us the stage that the discrimination of produced evidence is set aside, the western media to a larger extent has been accommodating to that, in the one case where the Washington Post could get a reprieve, even now when we see mere hours ago headlines like ‘Iranian president: US should end ‘maximum pressure’ policy‘ and ‘As tensions boil in the Persian Gulf, Iraq seeks to rein in Iran-aligned militias‘, we should notice that the Washington Post has gone to extremes to keep the mention of Saudi Arabia as a victim to an absolute minimum.

It is a new kind of branding, it is anti-branding. The western world is scared, too scared at present. First there was Huawei that has the hands on the largest bulk of 5G IP ever made, and it reduces several nations to an Intellectual property joke at best, the cream of all 5G patents is in the hands of Huawei (China), in this Reuters reported less than 12 hours ago ‘Huawei already producing 5G base stations without U.S. parts‘, more important, in 2020 that production line will be doubled, add to that that Norway is not siding with several EU nations not to block Huawei as a 5G solution has the US on the ropes, they are about to lose billions upon billions. It is the price of iterative complacency and it scares Wall Street. You might think that I switched topics, but I did not. There is a clear line.

As Saudi Arabia is more and more committed to build its Neom city, Huawei is now ready to implement their 5G solution and that pushes Saudi Arabia forward in ways never seen before. The academic consideration that Neom City will be on par with the latest Silicon Valley solutions has never been seen before and as that trail picks up speed, the IP consideration will be passed to other regions too, at that point IP firms registering their patents and Trademarks will rise in China and the Middle East even further, it is exactly the play I had in mind when I created my IP and even now I am looking at a golden parachute the size I never held possible ever before.

All this still reflects on the hindrance that pushes these technologies and there we see that Iran is becoming the larger problem in several fields. Even now, as we see projects grow, we also see the larger field that is fuelling this endeavour. The National gave us “Neom’s contribution to the kingdom’s GDP is projected to reach at least $100 billion by 2030” and that is a pessimistic view, as the 5G boundaries are met in Saudi Arabia, there will be a growing workforce trying to get their 5G apps on the ground as this could fuel millions in revenue for any app maker that makes it, and the most important part in this is the fact that being there first gives a lot more benefit for a longer amount of time. This path gained momentum as Huawei started to cater to 5G needs 6 months ago in both India and Pakistan, for Pakistan the middle East and in particular Saudi Arabia will give rise to more apps, better apps and stronger commerce; yet it is not merely in Saudi Arabia, the United Arab Emirates is also pushing for this boundary, as is Qatar. The experience in app making will spread form Pakistan further and further giving these entrepreneurs’ futures they themselves never thought possible under the stage of 4G and it makes them all hungry for success.

Creativity

It is there where creativity and needs interact. Whilst the arts are claiming a larger group to write idea’s for streaming TV, the creative engineers are pushing new telecom boundaries in 5G, setting a stage for a new kind of facilitation, one that is not limited to the iterative community, as they were trying to cater to the needs of guided anticipation, the innovators are going where iterative makers did not consider to look, 5 of my IP trains are on that track going decent for now, I still have a little more than 2 years to set the final stage, whilst the stage is curving to my desired needs more and more. That we see when IT Wire gave us ‘US seeks funds to remove Huawei, ZTE gear from rural providers‘ only 2 days ago.

As we see the quote: “Legislation supported by both sides of politics in the US seeks a sum of US$1 billion to help small and rural wireless providers replace equipment made by Chinese vendors Huawei Technology and ZTE Corporation“, we see a growing failure in the US. Don’t get me wrong, the US is allowed to do what it is, but instead of fuelling innovation forward, it is wasting $1,000,000,000 to remove rural equipment, whilst the supporting quote “helping small and rural wireless providers root-out suspect network equipment and replace it with more secure equipment” cannot be met with evidence on any level. Even the term ‘more secure equipment‘ is a grey remark open to interpretation, all equipment form 2018 onward will be more secure than the equipment that was installed in 2012, even with the latest updates this statement remains true, as this is the nature of the technology beast. What is adamant in all this that the lack of security in Huawei equipment was never proven other than one specific 2011 example, an issue that was apparently addressed and settled in 2013.

Even now, no espionage evidence by China was ever given in any way, shape or form. As I personally see it, this is all about economic foundations and progress and the non-Chinese solutions lack technology, innovation and quality to compete with China, now that the Middle East and Europe (to a larger degree) has allowed Huawei to get there, they will reap the benefits of it all, consider that over the next 5 years Neom city, block by block will be 5G ready whilst the longest changes in most parts of the world will be still upgrading, it will create a clear need for to use what is available and now we get to the union of both.

As we see the testing grounds of Saudi Arabia being there, the makers of streaming services will have a place to test and create 5G IP (or was that create and test). We have seen Hollywood, Bollywood and now there is a case to be made for Neomwood as well. If Saudi Arabia plays its cards right, there would be the stage for implementing and creating 5G streaming services and the creation of originals (to some extent) of TV series, shows and movies. People seem to forget that there are around 2 billion Muslims in the world, and the ability to cater to 25% of a global population, whilst the other creators have neglected this group offers a larger opportunity than most people realise.

Even as we accept the story of the 60’s where in the new production called for all mankind we see the stage and setting of the first woman on the moon, there is nothing stopping the Middle East of creating Islamic series that are about furthering their goals on the big screen and the little screen. The lack of actual quality TV in that regard (as far as I can tell) becomes more and more visible. There has been great controversy regarding the TV series Omar, I understand that thousands are stating that the show must be stopped because they believe such depictions are forbidden by Islam. Yet there are other ways to give light to Islam, to educate the non-Islamic community, and I believe that a larger stage could become apparent there. Also, the entire stage of soap series is seemingly ruled by Bab Al-Hara, a Syrian show by Bassam Al-Mulla that has been going on for 10 seasons, as I see TV watching people, they are never content with just one series and to be able to stream globally on 5G will be the larger need soon enough, owning the studios, production, IP and delivery will give whomever gets there first a much larger cut of the winnings and they can be huge, especially with 2 billion Muslims looking for more. I am still smirking (on the inside) to seek a way to make my idea: ‘How to assassinate a politician‘ a reality and optionally get it selected for Emmy and Oscar’s consideration (that is how I roll, never stop dreaming). In this, as I stated several times in the past, the slogan of FX (a filmmaker) is the best ever: ‘The story is everything‘, it is the holy grail that Apple, Stan, Netflix and all other streamers, as well as all other forms of medium are pursuing, it comes from creativity and as creativity overlaps from creation to technology we see a much larger shift in innovation, Whomever doubts that look at Big Brother and consider why it was a success. The overlap of technology, innovation and creation is a direct result of that is something that John de Mol Jr. saw immediately, it took a little while for me to catch on and it was an eye opener (I personally never liked the series, but I admired the approach of innovation and technology towards creation), now creation drives innovation and technology (as it should), yet I also accept that this interaction tends to be symbiotic and the direction of these streams can go in either direction making it the closest to a perpetual system, in this iteration will be the death of it and that is why I have been frantically against iterative designers.

In this, branding has been too much about iteration, Google and Huawei being the obvious exceptions, yet they are at present still the exceptions to that rule. I see that branding can be about innovation, but not the marketed innovation that Apple claims it is. Innovation as Heineken marketing shows it to be is a much better example, even as their product has not changed for the a longest time, their marketing has been on the edge of what is possible for over a decade, if we can keep creativity on that scale we have the making of long term success, no matter what field we move in, that is what the US fears, as innovation grows through Huawei, they see a dip that turns into a revenue canyon, the lack of forward momentum. Even now we see how economic momentum in the US is lost, whilst their IP investments are at an all-time high. If IP becomes the currency of a nation the UIS is indeed in a dire position and their stalling and delays of 5G will not help them, it is exactly in that part where we see the anti-Huawei weaves becoming a disaster for those embracing a non-Huawei solution. The fact that the hardware is not on par with Huawei is one part, the implied accusation ‘But Can They Scale Operations Timely‘ is a much bigger danger, as the markets evolve, scalability will be key and in that (for now) Huawei is far ahead of the others, making any non-Huawei advantage short lived, in addition to that part we see the earlier mentioned solution that Huawei is on the road improving and upgrading the base stations without US parts, when that one hits the US economy will take a much bigger hit, and as latency and delays add to the 5G part, those who want to be at the head of streaming will need to consider where they will be running from, as I see it there is a case to be made (to some degree) for Neomwood, when that happens, the revenue streams will change even further giving the US to live with the realisation that the entire Huawei war was the worst of all idea’s, especially when there were alternatives and especially as the security risks have never ever been proven.

I believe that due to data options there will be a larger change in trademarks in the next 5 years, also in that regard IP will decline in the US a lot more, as data is key, any delaying factor to 5G will have larger impacts over the next 24 months. Those who want to be ahead need to select what gets them there and not listen to fabricated fears and speculative events that have so far not been proven. As creativity shows, those who can dream the new stories, those who can consider the next idea will be catered to, because if the story is everything, the value of a poet and a writer outpaces the accountant by a lot. We can get all kinds of accountant a dime a dozen, yet how many poets are there? How many story writers and story tellers are out there who can spin a story that makes you sit down and relax? Consider what you watch on streaming services and what you are willing to pay for, now consider where the market is and you will see a large gap, a lag that was ignored for the longest of times. In 2020 alone we see a need to invest close to $50 billion, $6 billion by Apple alone for start-up; do you think that there is a higher need for a book keeper or someone who can create a story? As WarnerMedia buys back the old TV series Friends for $245 million, ready to spend $11 billion on content this year alone, how much are they willing to pay for an original idea?

Branding starts with a dream, or a thought that is actually original, how much originality could we find in the Islamic world that has ignored that path for decades? It is a path exploring, especially with 2 billion optional content customers. A path to a larger success that is currently written off through the fear mongering of governments and media needs, whilst there was not ever a need to do so; the facilitation of iteration pushed non solutions and whilst that happens, originality in content and technology will take a backseat to facilitate to the people who no longer should have any voice on the matter, their need to delay and slowdown innovation made it so.

 

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Desert for breakfast

There are moments where you see the road unwind in front of you, I am not meaning in some imaginary way, but in the real sense. Consider Highway 40 from Riyadh to Dammam, and you are on the road getting there, for whatever reason. Now as a driver you see the road ahead of you, yet at some point you do not merely see a mile or two miles ahead, your focus increases and suddenly you see 10-15 miles ahead, you sense all that is coming your way and whatever is driving in front of you. Ask anyone who drives a lot; it happens to all of us. A similar stage is unfolding now and in a different way. The first article in the Arab News gives us: ‘King Salman calls Aramco attacks a ‘cowardly act’ aimed at destabilizing Saudi Arabia‘, it is an important piece in all this, because in very unexpected ways, I believe that his royal highness was incorrect, specifically the part of ‘destabilizing Saudi Arabia‘, as it seems Iran pushed the wrong buttons and achieved the opposite.

We see this in the second part (at https://www.arabnews.com/node/1558581/middle-east), where we see ‘Aramco attacks solidify Iran’s ‘enemy’ status among young Arabs‘, it is not only there, we see that as the media is showing us more on the evil that Iran is doing, we see a movement where consideration towards Iran is waning and the politicians trying to broker selfish deals are now in a stage where their careers are now in question whenever they are talking about finding some political deal. The voices are changing the clearest in France, Britain and Germany, and this implies that not only is the nuclear deal coming to a clear end, there is the additional impact that the Saudi opposition we have seen over the last 6 months are waning as well. I believe that the quote “According to the Arab Youth Survey, which was published in May by the PR consultancy ASDA’A BCW, 67 percent of the region’s youth saw Iran as an enemy, as opposed to 32 percent who saw it as an ally” will shift within the next two weeks, as the Saudi Arabian population is getting more and more of the acts that Iran has been involved in, especially abroad, gives rise that the group seeing Iran as an optional ally will degrade to a mere 25% (or even lower) soon enough, as Saudi International students give rise to the acts of Iran will also give rise to contemplation to other local students wherever they are.

As the stage unfolds towards perceiving Iran as an enemy and a threat to stability in the Middle East, we see a larger group of people advocating harder acts against Iran. I personally believe that the US putting boots on the ground will also help the Saudi population towards the understanding that there is much larger unity against Iran, even as I noted and reported in the last two months that Saudi Arabia had been deserted too often when they were attacked, the last attack had international repercussions and it seems that more and more eyes are looking at what Iran is doing to others, giving a much better view of Saudi Arabia after all the targeted bad events view that the media in the west had been giving Saudi Arabia since 2018 (well, it was since before that, but it became a lot more negative since 2018).

There is an additional reason for a larger unification. As we look at the news, we see CNN report 5 hours ago that “Iran’s foreign minister has raised the prospect of a new agreement with the United States that would see permanent sanctions relief exchanged for Tehran’s permanent denuclearization“, whilst Reuters gives us an hour ago “Iran ruled out the possibility of negotiating a new deal with major powers“, in this we see Iranian Foreign Minister Mohammad Javad Zarif as the two faced monster, merely seeking the limelight at every opportunity he gets. All whilst the Washington Post reports 9 hours ago ‘Iran’s foreign minister says diplomacy with the U.S. is over‘ with the leading quote “any prospect of direct interaction between U.S. and Iranian officials is now officially eliminated“, I personally believe that the people have had enough of the banter by this petulant toddler named Iran, in addition we see that the Media is taking a less positive stance towards Iran, all these elements are seemingly polarising at the same time. Not only is there stronger unison within the Kingdom of Saudi Arabia, there is also a larger awareness that stronger ties with Saudi Arabia could also result a much larger play towards actual Middle Eastern stability.

Yet the battle is not over, only 25 minutes ago, the Financial Times reports (at https://www.ft.com/content/1e818d2e-de30-11e9-9743-db5a370481bc) that ‘France and Germany add backing to call for new Iran nuclear deal‘. Clearly there are mutters in the ranks all over Europe and making sure that everyone knows what games are played becomes essential in stopping Iran. The becomes a larger issue when we see “If it was a bad deal — and I’m willing to accept that, it had many, many defects — then let’s do a better deal,” UK Prime Minister Boris Johnson said. The problem with that statement is that the EU will have to give in towards Iran to some degree and when we consider that Iran has violated conditions of the nuclear pact 4 times already, we see a larger failing. Even as we accept the larger view that the Financial Times gives with: “The time has come for Iran to accept negotiation on a long-term framework for its nuclear programme as well as on issues related to regional security, including its missiles programme and other means of delivery” (a part I do not deny or oppose) the issue is not the media, when you consider the timeline.

Mixing the message

It was interesting to see that the Arab News was on my side 3 weeks before I got here. Arab News (at https://www.arabnews.com/node/1548681) gives us in the article ‘Iran’s mixed messages on negotiations with US‘ several issues and is goes beyond the US, Iran is doing a similar tactic with the EU, the media in the last 24 hours ago are a decent indicator of that.

In the article Dr. Mohammed al-Sulami gives us: “It asserted that Zarif’s attendance provided further proof that it is actually the US president who is suffering diplomatic isolation, as it had previously claimed. Rouhani also announced that he too would not mind meeting with any foreign official, so long as this meeting would bring benefits to Iran and serve its national interests“, as well as “However, the supreme leader has found a possible way out of the current impasse by launching a new slogan, “heroic flexibility,” under the pretext that any negotiations that take place with the “Great Satan” within the framework of aiding Iran’s nuclear program could be allowed if they meet certain objectives“. These parts come to blow when we consider the final quote: “Arab countries should learn the lessons of the recent past and seek to play an effective role in any future negotiations to maintain their own interests, given the fact they are the ones most directly affected by the Iranian regime’s behavior in the region” there is a larger play and even as the limelight is on a nuclear deal and an optional deal with the US, the game that is unfolding is mixed messages that are on the second level aimed at the neighbours of Saudi Arabia.

How did I get there?

There are a few parts in this, first it is the speech by President Rouhani which is the given in the headline ‘Iran asks West to leave Persian Gulf amid heightened tensions‘ with added text “Rouhani separately promised to unveil a regional peace plan at this week’s upcoming high-level meetings at the United Nations“, with all due respect, asking a proxy war player like Iran to handle a peace plan is like asking Mr. Fox whether he could watch your chickens whilst you go out to have lunch, Mr Fox ends up getting a much better meal in the process. I believe that part of this scenario involves Bahrain and the UK Royal Navy base at Salman Port. With the British SAS now upping security, the IRGC would not be able to carry out any actions against targets, they are no match for the British SAS, it would not be a war or a skirmish, and it would merely end up being an exercise in IRGC troop extermination. It is merely one of a few handles that the mixed messages from Iran open. The mixed messages also increase pressures and stress levels in Qatar and the UAE, not to mention Oman.

How wrong am I?

That is up for debate, the entire matter is still moving along and in the end it depends on the moves and actual tactical moves that Iran will make, more important, they will not make a move until the final moment. In all this, as the Arab News reported less than an hour ago (at https://www.arabnews.com/node/1558801/business-economy) where King Hamad of Bahrain denounced the “serious escalation targeting the security and stability of the region”, I believe that this is still true, not in regards to the stability of the Kingdom of Saudi Arabia, yet it is my personal view that the mixed messages is about creating inactions against Iran. It is an intelligent move, with the number of opponents that Iran faces; it wants to keep Qatar, Bahrain and the UAE out of the mix for the longest of times, whilst using the non-aggression pact of Oman to keep waters as traversable as possible. All the indicators I see is that Iran is very much ready for hit and run attacks where it can and when they do take this journey they want local waters (Oman, UAE and Qatar) to be a hindrance for the non-Middle Eastern nations participating in the actions against Iran. It is my personal view and optionally in incorrect one, but I do remember my maritime training and when we take a look at the UN Convention on the Law of the Sea (UNCLOS, Part III), we get to see in Article 41 we see that ships in transit to respect applicable sea lanes and traffic separation schemes. Such a scheme does exist in the Strait of Hormuz, adopted by the International Maritime Organization, which directs westbound traffic within the strait through Iranian territorial waters. It’s not clear where in relation to the outer limit of Iran’s territorial sea the Stena Impero was when the Iranian action took place, but Iran is not alleging the ship had no right to be where it was, and now we see that when article 41 is applied any military vessel obeying that would become a juicy target for Iran, if the bordering nations demand that sea lanes are respected and no transgressions in their local waters will be tolerated, that situation becomes very real; the NATO fleet and US fleet could optionally get stuck in the Gulf of Oman, as such, my view on trying to keep Bahrain, Qatar, Oman and the UAE on the fence would be a larger tactical problem soon enough and whilst Iran plays their mixed messages game and there is no state of war in play, Iran gets to have (for a limited time) a tactical advantage in the Sea of Dammam (aka Persian Gulf).

Basically we would all like desert for breakfast so that the day seems more sweet, however if it was up to Iran, porridge would be the only acceptable dish, salted porridge, served in the Gulf of Oman.

 

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What mattered most

I refrained from giving a view for two days, I saw the attacks on Sunday and I was ready to give voice, but then something happened, a change in the wind was there and it was important to look at that side of the equation. It all started on Sunday (at https://www.bbc.com/news/world-middle-east-49699429) with ‘Saudi Arabia oil facilities ablaze after drone strikes‘, yet that was not the real trigger for the west, there had been other attacks and the west ignored them, as I reported in several articles. It was: “Oil prices ended nearly 15% higher on Monday, with the Brent benchmark seeing its biggest jump in about 30 years” that woke people up, now there was finally a reason to report it, not the fact that the Kingdom of Saudi Arabia had been under attack for a month, it was the fact that fuel prices were going to rise.

And of couirse, the US ever willing to be late to a party gives us: ‘Attack on a major Saudi oil facility originated in Iran, U.S. intelligence indicates‘, which is weird as I had handed out evidence out weeks ago to show that Iran had been facilitating resources to attack Saudi Arabia, yet for me it is nice to know that I am more able in intelligence after 3 decades than the US has ever been. As such it is not interesting to read: “American intelligence indicates that the attack on a major Saudi oil facility originated in Iran, three people familiar with the intelligence told NBC News“, that part is not interesting, it is the part where we have known that Iran had been supplying drones to Houthi forces for the longest time, for many months, it would have been nice for US intelligence to hand out that information months ago, but I reckon until the prices of fuel soared there was no reason to show support for an ally, they claimed to be an ally of the Kingdom of Saudi Arabia, yet they never released the intelligence giving rise to lash out at Iran to any degree. That does not make for an ally that is the foundation for being an exploitation tool (at best).

And it gets to be worse, when you consider NBC News. The quote: “Secretary of State Mike Pompeo tweeted Saturday that Iran “launched” what he called “an unprecedented attack on the world’s energy supply.”” seems nice, but it only seems so. I wonder if the US officials are really about the ‘world energy supply‘ or the consequences of oil price hikes and the increased value it has on Aramco? It is the impact of the headline ‘Saudi Arabia oil and gas production reduced by drone strikes‘ that is scary to Wall Street, as production reduces, prices go up, the need increases and it changes the economic models for Wall Street, so again it is not really about the Kingdom of Saudi Arabia, or about being their ally, is it? It is about the profit margins everywhere else that is the actual debate behind closed doors.

So when the Wall Street Journal (at https://www.wsj.com/articles/u-s-tells-saudi-arabia-oil-attacks-were-launched-from-iran-11568644126) gives us ‘U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran‘ we do not see anything new here. The issue is how the drones get moved from Iran to Yemen. We also see through the faded “Monday’s assessment, which the U.S. hasn’t shared publicly, came as President Trump said he hoped to avoid a war with Iran and Saudi Arabia asked United Nations experts to help determine who was responsible for the airstrikes“, just a moment to delay moments of decision making. The culprits are known. It is not the real fear, the real fear is “Higher fuel prices pose another threat to the world economy” and that is the real issue for the US and for Europe. The response: “Saudi officials said the U.S. didn’t provide enough proof to conclude that the attack was launched from Iran, indicating the U.S. information wasn’t definitive. U.S. officials said they planned to share more information with the Saudis in the coming days” makes perfect sense. As the attack was claimed by Yemeni Houthi, the proxy war stage stays intact, it is the intelligence on how the drones get into Yemen that counts and so far (until now) the US, UK and French have not been overly willing to keep closer eyes on it, they all need degrees of freedom to deal with Iran and their so called Nuclear treaty, that has been in the way for the longest of times.

There are two parts in this and both came from CNN. Part 1 gives us: “A Yemen armed forces spokesman was quoted by the agency as saying the Houthis successfully carried out a “large-scale” operation with 10 drones targeting Saudi Aramco oil facilities in Abqaiq and Khurais“, part 2 gives us “CNN National Security Analyst Peter Bergen said there have been more than 200 drone attacks launched by Houthi rebels from Yemen into Saudi Arabia, and none have been as effective as Saturday’s attack, lending credence to the belief that the attack did not originate from Yemen“, I personally agree with both. From my point of view the attack on Khurais has too many issues. It is close to twice the distance getting the attack from Yemen instead of from Iraq. It is dangerously close to Riyadh and when we look at the track record from Houthi attacks, we see a very different pattern. There are more reliable parts in all this when we consider Hezbollah or Iran to be the direct acting agent here. I have to mention Hezbollah as they have been involved in the past with attacks on Saudi Arabia. Abqaiq is right on the border of Bahrain and close to Qatar. The Houthi skillset does not give us any credibility on their actions, yet they claimed it, as a tool for Iran that could have been done to muddy the waters more, yet there is another matter in all this. I believe that there is a larger concern that is not open for viewing. We see this in the quote: ““It is quite an impressive, yet worrying, technological feat,” he said. “Long-range precision strikes are not easy to achieve and to cause the substantial fires in Abqaiq and Khurais highlights that this drone has a large explosive yield.”” The part not seen or spoken of is not that the attack happened, but it was completed with assistance nearby. The precision is not from the drones, it was most likely achieved as someone used a laser to paint the targets (one of a few optional examples) in the final minute. If the laser was small enough it would not be noticed, but for the drones it is like a searchlight guiding them to the explosive points. That part would make sense in more than one way, and it is the foundation that counts. The claims that were made by Yemen make sense and grow in validity when they have resources on the ground. That part is not merely on the stage of drones, there is a larger concern for Saudi Intelligence now. When they accept that the drones got their final guidance on the ground nearby, we see the impact that explosive drones would have and will have again. Iran has been staging this proxy war for the longest time and it is time for us to consider doing something about it in a more serious way (that is when Canada is done selling intelligence data to interested third parties that is).

There is additional support for my view and it comes from the BBC. They gave us: “One official said there were 19 points of impact on the targets and the attacks had come from a west-north-west direction – not Houthi-controlled territory in Yemen, which lies to the south-west of the Saudi oil facilities” to be this precise requires drone technology only the largest players have (like the US and the UK), Iran does not have software that sophisticated and to succeed to this degree required the most likely culprit Iran to have assistance nearby. Painting the targets makes the most sense, but it is not the only option, merely the most likely one. It there were 19 base stations guiding a drone, it would require resources Yemen does not have, it has merely attacks in small clusters of less than 5, the images from the US government satellites involved showed the spread and size of the targets, when you consider resources required to be this precise and the pilot skills involved the shift towards support teams nearby becomes a clear issue. Still there are gaps in the intelligence I admit to that, however, when we look at the maps, the size of the attacks and aligned parameters, an attack from Iraq or Iran are the only options remaining. That in itself is not evidence, yet the premise of what was required is clear and even as we can prove that more basic drone attacks could not have been done by Houthi forces because they lack all levels of infrastructure to create and guide drones to the degree required, we see Iran to be guilty by elimination of other players. The precision requires well trained pilots which the Houthi are not; again we are left with Iran. Actually Iraq might have been party to this, but their drone abilities (read: with additional lacking skill sets to consider) are nowhere near the level required.

This now gets us to the New York Times part which gave us: “Administration officials, in a background briefing for reporters as well as in separate interviews on Sunday, also said a combination of drones and cruise missiles — “both and a lot of them,” as one senior United States official put it — might have been used. That would indicate a degree of scope, precision and sophistication beyond the ability of the Houthi rebels alone” it is the ‘a combination of drones and cruise missiles‘ that pushes Iraq out of the consideration circle leaving Iran all alone. We should consider the skills Iran shows here, and it will also be their undoing. When we consider that only Iran remains as an optional player to do this and when we see that Europe and the US will not actually act, but ‘force’ talks, that is the first instance when Saudi Arabia needs to consider that their allies are nothing more than paper tigers, pussycats that make a lot of noise, but when you know they are sculptures the enemies will come, Saudi Arabia needs to realise this fast and we need to consider that the EU, the US and the commonwealth needs to create an actual plan of attack on Iran. This evidence was handed to us almost 2 weeks ago when we were given ‘Iran puts pressure on Europe to save nuclear deal within 60-day deadline‘, Iran keeps on holding the Nuclear deal as a juicy carrot and will use it to stop a direct attack on them, a path that should now be considered to be totally unacceptable. I for one would like to ‘loan’ a Saudi Eurofighter Typhoon (EF2000) and see if all my hours on a Microprose flight simulator (knights of the sky) were well spent and let’s face it, I do have a quirky sense of humour. I would be able to test my knowledge in guiding that Typhoon to Tehran and level a military building or two, on the other hand seeing their oil fields burn might feel equally rewarding. And there is the optional reward to answer the eternal outstanding question: Can you hear the GBU-16 Paveway II bomb explode whilst you fly a plane?

You think that I am making light of the situation and to some degree I am, the basic need for everyone to realise that Iran has been steering towards war whilst employing the oldest Italian excuse (read: It was not me, I know nothing); This stage has been months in the making and now that the drums of combat are approaching, we will see more and more politicians peaking up offering to start talks. I believe it is too late for that, it is almost 6 months too late for that, but that might just be me.

Yet there is one other voice we need to consider. It is the voice of Fabian Hinz, a research associate at the James Martin Center for Nonproliferation Studies at Monterey (via the Washington Post). Here we get: “photos of the remnants of a missile in Saudi Arabia show a weapon both too sophisticated to be produced domestically by the Houthis and never seen in Iran“, I only partially agree here. ‘Photos of the remnants of a missile‘ is merely partial evidence that should not be ignored. A multi-tiered attack makes perfect sense, it is the scope of the attack and patterns used that makes Iran stand out; it also gives a larger consideration that their new drones are a lot more powerful. There is also his quote “Is Iran secretly designing, testing and producing missile systems for exclusive use by its proxies?” A quote that is not accurate and not wrong. I believe that earlier evidence showed the need for Iran to scrap all identifiers form their electronics, make clean system boards, in addition, it altered the export drones to trade accuracy in for yield (which maximises the Houthi outstanding debt to Iran), in addition to that they had to make a more idiot proof operating system (the Yemeni are nowhere near the academics they need to be to pilot drones). This is not because I want Iran to be guilty; this is because the elements are so overwhelmingly clear that Iran could not be innocent. There are too many parts in play that require the war machine that Iran has to develop what we see in action at present. And there is every indication that the 60 day nuclear deal deadline is used to stage more and more attacks whilst the indecision of Europe and the US remains in place. If there is one small blessing than it is the stage where the Israeli Defence Forces have even less consideration for Iran than Saudi Arabia has and there is every indication that what is created now in Iran will be shipped to Hezbollah soon enough; forcing Israel to act as well.

When this escalates beyond a point of no return the people in Washington, Wall Street, Brussels and Strasbourg need to consider that when they have no options left and they are no longer considered a voice on the issue: ‘What mattered most to them?

Because these considerations with the inaction we see is what drives the war no one can prevent. Saudi Arabia has a clear right, Israel has a duty to its citizens and Iran never cared for anyone but themselves. So when we see cries for talks when the bombs fall, remember that this did not start last Sunday, this has been going on for well over 6 months. The news merely decided not to report on much of it that was until the fuel prices went up, now they are all over it, but way too late.

 

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Bitches on parade

Yes, the time is now nearing. Bloomberg gives us (at https://www.bloomberg.com/news/articles/2019-08-25/bankers-head-to-saudi-arabia-to-compete-for-world-s-biggest-ipo), and as it starts with “Global banks will this week start making their case on why they should be hired for what’s set to be the world’s biggest initial public offering“, we see an interesting shift. It is the initial public offering (IPO) towards Aramco and all the bankers are dressing up like they are the bitches on the Easter parade. The question is how will these American bankers be seen? Those who were eager to exploit their options; events emphasized via media friends these so called events of Jamal Khashoggi. Should they be allowed to make a bid? As Bloomberg informs us on “The oil producer was originally working with Evercore Inc. and Moelis, as well as HSBC Holdings Plc, JPMorgan Chase & Co. and Morgan Stanley“.

Now let’s walk a little time line, Morgan Stanley chairman and chief executive James Gorman gave the people on January 24th 2019 (several sources) ““The murder of Jamal Khashoggi in the Saudi consulate in Istanbul was utterly unacceptable,” Gorman said as he responded to questions on a panel“, yet actual and factual evidence was never presented, was it? Merely speculation on events and evidence that remains debatable. OK, I feel certain that Khashoggi is unlikely to be alive, but there is nothing pointing at ACTUAL evidence and the essay by Agnes Calamari never changed my position. Perhaps merely wrongly chosen words by James Gorman, which now implies he should not be part of this $100 billion+ windfall (I’ll take his place). Then we get to J.P. Morgan Chase CEO Jamie Dimon, he pulled out of the conference on October 2018, so he should be disregarded as well (I’ll fill in for him too). Now, HSBC Holdings Plc held their ground, in light of innuendo, the active use of implied events that remained unproved, HSBC Holdings Plc kept a straight wave; this was business, not emotion, so I say welcome HSBC (if I had a say in the matter).

And the story on Evercore Inc. and Moelis is simple, they blew their chanced way before July 2019, as such it seems that they are out of the picture too. I am of course willing (for a modest fee) to take any of those three seats, business is business. I have no idea what I would be doing, yet uniting with HSBC whilst we share 50% and I get a really nice retirement bonus to unload my part to them is not out of the question. This is a market worth well over 100 billion, I’ll be really willing to take a 7.5% part and hand the rest over to HSBC, I reckon that I am the first person in their history to hand them close to $40 billion for them being supportive to my needs, the average hooker gets $50 at best, so there! Oh, and I do realise that there are Chinese banks eager to take place, so it might end up being a three way split.

And a man like me has dreams, with that amount a nice house in belle air and a super yacht becomes an actual reality (yes, I am typing this whilst I am not awake at present). The stage for me is simple and clear.

For the other players the case is less nice. I believe that those being sanctimonious and hypocrite need to be held to account. There is a consequence to play certain games and resetting the ledger so that they can courtesan themselves into a market worth will over 100 billion is not that acceptable to me and it should not be acceptable to you either.

The entrepreneur gave us yesterday ‘Why Saudi Arabia Is Being Increasingly Seen As The Place To Be To Start A Business In The Middle East‘ (at https://www.entrepreneur.com/article/338516), they are right, but they need to see the thorns that the roses bring. the article starts so nice with: “Alper Celen’s decision to trade his cushy job at the prestigious global management consulting firm’s Scandinavian offices for a move to Saudi Arabia to grow a start-up there didn’t make much sense to his colleagues“, yet these players need to realise that this is an Islamic nation, under Islamic law and etiquette. It is a lot more rigid than France is and I have seen a 6 figure Euro deal fall away because the salesperson accidentally used ‘pour toi‘ (informal) instead of ‘pour vous‘ (formal), the buyer walked away and went straight to the competitor. When it’s merely €100K most ‘big players’ will shrug, yet now the game comes in suitcases set to the billion dollar plus that game becomes a whole new dimension. The problem is that those you talk to are indifferent to the billions, it is their bread and butter for you it optionally is not. Those players in dime sized poker games are all willing to bluff like the cardinal for the large games, but a bluff is still a bluff, when you are found out, or seen as unworthy, you will lose a lot, you will lose it all and you might not have the means to get back from where you came.

Yes, you can win big, but the whole game is larger and there is every indication that the Saudi families have kept score on those rallying behind a journalist no one cared about, with a larger lack of evidence of any kind. Soon we see their move and their idea of the Easter Parade flaunting their dresses on Takhassusi St hoping that they are still regarded to be in the game and perhaps they are. I merely wonder if they should be allowed to be in there (HSBC excluded from this consideration).

Now that Vision 2030 is off to the races they all want in (as would I), yet in all this, after all they did and all that they connected to, should they be allowed to? We have to pick certain fights and that is fine, we have certain values which make us jump in certain directions and that is fine too, but to make a 180 degree turn when it is about the money, should we accept such a party in that event when there are hundreds who want to take a slice of that cake? I do not think so.

The events regarding the Saudi conference were larger, there was a distinct impact and as such those play that game should not be allowed to play when the large trophies become available. I lost my option to an apartment in Rotterdam because I did not have the right ‘friends’, OK, fine, but you cannot rely on me giving you a pass when you come knocking. It is then a tits for dad situation at that point and now that there are really serious gains, those people should always be disregarded.

I suddenly remember a quote from Age of Ultron; there we hear: “Keep your friends rich, your enemies rich and wait to see which is which“, well Saudi Arabia found that out, after they discovered that, they have no real need to keep the charade up, so as I personally see it, goodbye Evercore Inc. and Moelis, JPMorgan Chase & Co. and Morgan Stanley, it was nice knowing you. The nice part is that when they are evicted from the offer, they will have to reconsider the game they played, the media they embraced and the values that they gave to fattening the cow whilst ownership remained in the air. I actually love it when people get to learn a lesson by losing billions, it feels like that for one moment, one tiny moment the playing field was level for all of us.

The Aramco train is now officially on the road and we will hear a lot more in the coming month, I for the most will be most interested to see how much the Chinese banks end up with. And yes, I have woken up and I know that any chance for any of those billions were delusional at this point. Yet there is always tomorrow.

Hot News

In light of all this, Al Jazeera reported less than two hour ago ‘Houthis ‘fire 10 ballistic missiles’ at Saudi airport‘, at this moment, I see Arab News, Saudi Gazette and two more all having a version of that, yet nothing on the BBC, not the Guardian, not the Washington Post, not the LA Times and not Reuters. I got the news before all them and I have nowhere near their tools. So, are you still convinced that some people should be allowed at certain tables to fill their pockets whilst they shun the people whose money they want? And as we realise the quote “The rebels fired 10 Badr-1 ballistic missiles at Jizan airport, killing and wounding dozens, the group’s military spokesperson said in a statement on Sunday“, a quote made by Colonel Turki al-Malki, we need to see that US corporations are playing a convoluted game. Consider the impact that some have, do you think that when the newsgroups get wind that something really matters to the heads of these banks that they go to bed and sleep, not with 100 billion for grabs. The world media is all about fairness and then jinxes the game by taking balance away. From my point of view it is increasingly important that those players are denied a seat at the table (any table for that matter). Saudi Arabia needs to take a hard look at who they consider their friends. In light of all the unreported news of events by Houthi forces I feel more and more inclined to think that the US is turning into a player that no one should ever consider an ally, their only allegiance is to currency, I hope that the people who need actual allies realise that part before it is too late.

 

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The slammer got slammed

There is nothing so rewarding as the moment you realise that you get to slam the door on those slamming the door on you. It is an innate feeling that is in the core of all of us. It is more powerful than getting the drop on your boss or CEO with an overwhelming amount of narcissism and the overbearing feeling towards the need of being some dominant / dominatrix figure (at that point they become merely a figurine).

I made several references over the course of 2018 that this was coming, the stronger one in May 2018 (at https://lawlordtobe.com/2018/05/05/milestones/) where I made the reference: “the EU was never about everyone agreeing on everything and the economic setting that requires that to happen at present is also making the dangers of waves that sinks the barge called EU. Now, that seems like an exaggeration, but when you realise that the German anchor is the only one giving stability, you can see the dangers the EU faces and more important, the dangers of no reserves and an utter lack to keep proper budgets in place, a setting now in more danger for the reasons that I gave supported by the economic views of many others. I believe some are downplaying the impact, yet when we realise that EVERY European Union government is downplaying the economic impact (as every nation always wants to look as good as possible, which is a PowerPoint setting of the human ago) we get a much more dangerous setting“. The article ‘Milestones‘ has more, it also has references to the AfD (Alternative for Germany), and even as we see in the Financial Times (at https://www.ft.com/content/d695fff8-b838-11e9-96bd-8e884d3ea203) “It is a happy hunting-ground for the AfD: if polls are accurate, it could emerge as the most popular party in regional elections on September 1, even beating the left-of-centre Social Democrats which have governed this corner of East Germany since reunification in 1990. Two other eastern regions, Saxony and Thuringia, are also choosing new parliaments this autumn and, as in Brandenburg, the AfD is set to make big gains. That is a major problem for the eastern political elite“, I believe that this powerful eastern political elite is part of causing the headline ‘Germany: AfD surge threatened by party disunity‘, they are that scared at present. The gains cannot be stopped not to the degree some elitists are vouching for; the best that they can hope for is derailing them from becoming the majority, which is actually a political war that is allowed. The question becomes will it work?

We are 2-3 weeks away from finding out.

CNN gave us less than 2 days ago: ‘5 of the world’s biggest economies are at risk of recession‘ (at https://edition.cnn.com/2019/08/14/economy/recession-risk-economies/index.html), it is a huge part because the impact matters. Under Mario Draghi and his bond buying program, there are no reserves left, so the impact towards recession is about to get real. The shift in quality of life makes the consumer spending tactic an instant non option.

Yet, it all comes down to the Washington Post who (at https://www.washingtonpost.com/business/2019/08/14/stocks-tank-another-recession-warning-surfaces) gives us: ‘Stocks losses deepen as a key recession warning surfaces‘. It is here that we get: “after a reliable predictor of looming recessions flashed for the first time since the run-up to the 2008 financial crisis. The Dow Jones industrial average fell 800 points, or about 3 percent, and has lost close to 7 percent over the past three weeks. Two of the world’s largest economies, Germany and the United Kingdom, appear to be contracting even as the latter forges ahead with plans to leave the European Union. Growth also has slowed in China, which is in a bitter trade feud with the United States. Meanwhile, Argentina’s stock market fell nearly 50 percent earlier this week after its incumbent president was defeated by a left-wing opponent“. First of all, ‘reliable predictor‘ is not the term I would use, the dangers were clear for well over a year, it was the wrong stage of a trade war, with the Huawei 5G setting that pushed the inevitable date forward by a lot. The entire Huawei stage was a stage of stupidity, and a more dangerous post-recession part than anyone was willing to consider. We might find clarity in the footnote: “But with so many losing confidence in the near-term prospects of the economy and rushing to buy longer-term bonds, the U.S. government now is paying more to attract buyers to its 2-year bond than its 10-year note“, is looking in the wrong direction. It is merely a small symptom at present and direct consequence on risk and not the one that bites. The US is losing its footing on the global mobile market faster and faster. And even as we accept the ‘marketing’ that Huawei gives via Cnet towards 6G, the direct truth is outstanding for a longer time. It links to my own IP that is currently available to Huawei and I want my share of that market, I believe that my part after the fact will be enough to truly make me independent on several fronts. One party found my claim a $ billion market through the investment on $25m post taxation too good to be true, but it is the second wave that takes care of my needs and you gotta give a little to get a little. It is was the ‘denied’ parts of Credit Agricole and the Paris games of 2024 that gave me the final straw I needed to see that I was right all along. In all this verification that I was correct was always the biggest issue for me to deal with, and the recession is making those big business daddies of greed close to desperate, giving me a small push forward. Those people are not willing to walk away from a one billion market at the investment of 2.5%, no bank has ever offered those margins and with the Credit Agricole parts exposed to the smallest extent, I know it will work. It is there that I saw that the IP I designed was never considered by either Google or Huawei, all set to iterative paths to innovation, and the economy shows that nearly all of the other players were looking at the next quarter, whilst the quarter+3 was the game changer. The Olympics gave the option to look at inverted innovation and make it a new innovation, Paris was not the first, but certainly the clearest indicator and whilst we see through Channel News “Huawei Technologies has joined 564 other entities in the Paris Call“, the message is not that there are 565 players, it is that they are all looking in a similar direction whilst the none excavated the gold mine that was right behind them, a first lesson that the classics can inspire towards a new direction. Now that I see their direction I found two other fields that had not been considered to the degree it needed. Saudi Arabia is giving us Neom City, but there is a lack in one direction and now that this can be exploited we see even more options. You only had to be willing to get your hands dirty in the most literal of ways. And all this is pushed even more through the impact of the European economy. A French invention gets a new life after almost 2 centuries and we can see that there is more to be found.

Sergey Brin on Sat. morning

It is what else Harmony OS can do that will push the benefits away from the US and it will hurt Google to the smallest degree (almost inevitable), Google is just too big, but now that the equation changes, it is Google who will be chasing Huawei, so well done Trump dude, you merely made everything worse for America and I will sell to the quickest bidder and the 2.5% approach gives me the edge; the two known entities Ren Zhengfei and Papa Smurf Sergey Brin can make the investment from the small change they have in their pockets and the bait would be just too appealing for them.

Al this was confirmed and accentuated through the US Senate with: “In February, the US Senate Commerce Committee held a hearing titled “Winning the Race to 5G and the Era of Technology Innovation in the United States”, to discuss what policies are required to accelerate the deployment of 5G to keep America “competitive on the international stage”” and whilst we accept the American point of view, they forgot about two elements in the 5G field and the upper echelons of decision makers showed at that point that they were working in a dimmed room without lights, giving additional evidence that they never saw the writing on the wall and now I get to make a new voice and whilst I only am willing to trust Google or Huawei in all this, there can only be one winner and the others are merely a chaser at best, it is the price of iteration over innovation. Even as Microsoft and IBM are in denial of what they are about to lose, they do know and accept their choice. Microsoft is banking on Azure and there the hindrance of Harmony will cause a void, they were ready for Android, yet HarmonyOS is another matter and China is seeing that as another opportunity. It is there where we see the talks of Huawei with the Shanghai Blue Cloud Technology taking an additional turn, and how many players in the Paris games are banking on Azure? How many lose out when they are not ready for the 5G version 2 under HarmonyOS, it will work with Android and Azure, but suddenly we will see some accidental 10% gap (latency) and that is how the game was played and all this before my elements come into play, and they will!

The big business slammers all relying on PowerPoint presentation they are given the elements and when we see the 2023 acceleration and people cannot answer the differences because they never considered looking behind them as well as looking at the corners of their eyes, the blind corners they ignored; now they no longer have one blind spot, they suddenly have three and we get all kinds of concept promises in presentation form, all whilst the data was never that unclear from the very beginning. An issue they claimed that it was being looked at.

So here I am, having to take their shit with the option to sit at the sidelines watching them fight over options because they anticipated without comprehension, sometimes the universe gets to be nice and smile at those having to take their shit. A direct zero day exploit of the applied intent of narcissism on how good a presentation looks, whilst their data never clearly supported it.

My case of exceeding expectations towards customer satisfaction trumped some short sighted ‘Ca$h is king‘ setting, because it works at the grocer, but that part has no bearing when their minimum needs exceed he budget of 80%, it was a simple equation from the very beginning. So when we are now considering the new ‘truth’ where the Washington Post gives us less than an hour ago: ‘Weak global growth likely to mean US slowdown, not recession‘, we merely see wishful thinking in the quote “Yet most analysts expect the U.S. economy to power through the rough patch, at least in the coming months, on the strength of solid consumer spending and a resilient job market. The U.S. stock market plummeted earlier this week when the bond market, spooked by the global turmoil, sent a possible early warning sign of a recession ahead: The yield on the benchmark 10-year Treasury note slipped briefly below 2-year Treasury yields“, the article (at https://www.washingtonpost.com/business/weak-global-growth-likely-to-mean-us-slowdown-not-recession/2019/08/15/1cb8d81a-bfba-11e9-a8b0-7ed8a0d5dc5d_story.html),all whilst we see the clarity of next quarter believes linked to the next Thanksgiving and Christmas, all whilst it is Q2 2020 that makes the tequila slammer which gives the drinker the sledgehammer headache stated it was one that they never saw coming. The entire trade war is taking a new turn and when the people realise on all that the US is missing out on and therefor anyone taking that path will also learn that there is a long term price to pay and it is the markets that Google and Huawei are now staging for that brings the next stage. China has too much to gain, whilst Google will try to retain losses that they will optionally get (reduced growth is clearly a loss). Even as the impact for Google is small, losing one percent is still big news and there one percent adds to a billion plus, whilst their risk to hedge will cost them a mere 1.8% of the optional loss, it is a non-issue.

Guarantee?

There is none, but the option of a new 2% market is worth so much more than that, and it is not open to the iterative industries, innovators only, because it will be about the momentum and there is too much to gain. Consider what the 565 are looking at, whilst I focused on the group that represents up to 445,000,000 SME companies in a new 5G setting. The Olympics are merely the icing on the cake. 2020 Tokyo opens the doors more clearly but the impact is abundantly seen in Qatar 20222 and Paris 2024. And at present I see that they never looked in the places where they could be, merely where they want to be.

In the end it is one of Warren Buffett’s quotes that got me there: “the great moves are usually greeted by yawns“, thanks Warren; you were absolutely right on that part!

 

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