SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  For example, here is how to disable FireFox ad content blocking while on Silicon Investor.

   Technology StocksSequans, the investors board


Previous 10 Next 10 
From: frmrVZguy6/11/2019 9:24:00 PM
   of 256
 
Federated Wireless impatient for CBRS hints late July 'GO' for unlicensed GAA - where are the device orders?

fiercewireless.com
Federated Wireless submits report card to hasten final approval for CBRS by Monica Alleven Jun 11, 2019 ... Now it looks as though it might be mid- to late July or early August when the initial commercial deployment actually occurs using the General Authorized Access (GAA) portion of the band. The licensed portion, known as PALs, won’t get deployed until spectrum is auctioned and allocated...

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy6/18/2019 8:32:08 PM
   of 256
 
Does the DISH involvement with (S) and (TMUS) imply that "fragmentation" is truly over in USA? Here's why I say "YES"
posted on the Qualcomm thread
Message 32202942
Here's why the DISH / S / TMUS rumors suggest YeeeUP we go. Those hints suggest that Charlie is effectively buying out ALL the prior Clearwire assets

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy6/19/2019 2:13:53 PM
   of 256
 
Sequans wins a network in Florida for Private NB-IoT Utility devices - Small Vol and Revs but important for proving function and security.
Expect lots of scrutiny.
Do the Renner Plaintiffs now drop their case as their own backyard finally ripens?
Recall that SQNS isn't suffering from a technology error or shortcoming.
- They are leaders in the field and are getting "AMD'ed" by you-know-who
- Timing of announced projects faces BOTH macroeconomic headwind and Market Bully interference.

----------
TODAY'S PRESS RELEASE ON BUSINESSWIRE
businesswire.com
Puloli Taps Sequans and Pycom To Launch World’s First Private NB-IoT Network for Critical Infrastructure Industries PRESS RELEASE Businesswire Jun. 19, 2019, 08:00 AM
Sequans Communications S.A. (NYSE: SQNS) announced that Puloli, Inc., a provider of wide area IoT network connectivity services, has adopted Sequans’ Monarch technology and Pycom’s Monarch-based GPy module to provide NB-IoT connectivity to critical infrastructure industries. Puloli is providing full turnkey private IoT Network as a Service (NaaS) to its customers and is using Sequans and Pycom technology to connect the end user devices running on its network. Puloli’s network operates on a wide range of frequency bands, including licensed upper 700 MHz A-block spectrum. Puloli’s end-to-end solution benefits from the flexibility of Sequans’ Monarch technology to customize a band plan specific to this spectrum. The Puloli network is now live in northern Florida in partnership with a leading utility service provider in the region. Puloli’s network elements and devices have been granted certification by the FCC.
"We chose Sequans and Pycom technology because Sequans’ Monarch is a world-leading mobile IoT connectivity solution with proven performance and security and because Pycom’s GPy module is easily integrated into end user devices and open to third party applications,” said Kethees Ketheesan, CEO of Puloli. "Flexibility of Sequans’ Monarch platform enabled us to customize NB-IoT over the upper 700 MHz A-block. The open environment of the Pycom GPy module made it easy to program and as a result Puloli was able to very quickly have devices on our network up and running.”
"Puloli is addressing a very powerful trend in the US utility market and is enabling municipalities and utilities to provide smart energy services and develop new business models, benefitting utilities and their customers,” said Georges Karam, Sequans CEO. "The results of our work with Puloli and Pycom are now visible and we are very excited to see Puloli’s ground-breaking network operational.”
Together with Select Spectrum, a spectrum rights consulting company, and its utility partner in northern Florida, Puloli has launched the world’s first-ever, stand-alone, private NB-IoT network for a critical infrastructure industry. Remote Units based on Sequans/Pycom modules are being deployed to support various applications. At the UTC Telecom & Technology conference taking place this week in Fort Worth, Texas, Puloli and Select Spectrum are presenting details about the new network and the services offered, and will showcase the first FCC-certified product for this spectrum based on the Sequans-Pycom platform.
"The 20 utilities and other critical infrastructure companies that have already purchased upper 700 MHz A-Block licenses did so based on the availability of a range of industrial grade, high capacity and highly reliable radios,” said Robert Finch, president of Select Spectrum. "The addition of the NB-IoT low cost, long range, low power devices based on the Sequans-Pycom platform allows these license holders, and other similar companies, to consider additional applications for these frequencies.”
"For smart energy, Deloitte predicts a ‘period of transformation and profound change driven by technological and competitive forces’ and we can now see that starting to happen in our customer base,” said Fred de Haro, Pycom CEO. "We’re delighted that NB-IoT is gaining such momentum and that Puloli has chosen to work with Pycom and Sequans. It’s the first large-scale test case for Pycom’s utilities vertical using NB-IoT network technology and it’s exciting to be part of that journey.”
Pycom’s GPy was the first and is still the only IoT development platform that combines LTE-M and NB-IoT connectivity with MicroPython in one device. It is the perfect enterprise grade platform for connecting things to the Internet and offers a path to scale with a variety of easy-to-integrate OEM modules. Sequans’ Monarch is fully integrated into Pycom’s GPy module with a complete LTE software stack that is qualified for eNodeBs. Monarch is the world’s most highly optimized LTE-M/NB-IoT Platform, offering ultra-low power consumption for long battery life, accurate indoor and outdoor positioning, and global deployment capability in a Single-SKU™. Monarch is certified by operators worldwide.
The project with Puloli was undertaken by Sequans as part of its "Custom Technology Solutions” initiative where Sequans experts have addressed unusual communications challenges. In addition to this project with Puloli addressing utility markets, Sequans has also adapted its technology for other markets, including aviation, transportation, public safety, and satellite. For more information see CustomTech.

Forward Looking Statements

About Sequans Communications

Sequans Communications S.A. (NYSE: SQNS) is a 4G chipmaker and leading provider of single-mode LTE chipset solutions to wireless device manufacturers worldwide. Founded in 2003, Sequans has developed and delivered six generations of 4G technology and its chips are certified and shipping in 4G networks, both LTE and WiMAX, around the world. Today, Sequans offers two LTE product lines: StreamrichLTE™, optimized for feature-rich mobile computing and home/portable router devices, and StreamliteLTE™, optimized for M2M devices and other connected devices for the Internet of Things. Sequans is based in Paris, France with additional offices in the United States, United Kingdom, Israel, Hong Kong, Singapore, Sweden, Taiwan, South Korea, and China. Visit Sequans online at www.sequans.com, www.facebook.com/sequans, www.twitter.com/sequans

About Puloli

Puloli is an IoT Network-as-a-Service (NaaS) company providing private IoT network solutions. Using a software-defined end-to-end network, Puloli offers full turnkey IoT connectivity solutions. Puloli’s target customers are enterprises, critical infrastructure industries, and other verticals in need of a full turnkey private IoT solution. Puloli’s solutions support a wide range of frequency bands with the ability to customize channelization schemes and band plans to take advantage of unique and non-traditional spectrum availability. Puloli’s end-to-end system integration makes it a leading one-stop full turnkey service provider for the private IoT industry. Founded in 2016, Puloli is based in San Francisco, California. For more information, visit www.puloli.com or email info@puloli.com.

About Select Spectrum

Select Spectrum provides a wide range of marketing, consulting and analytic services to buyers and sellers of spectrum rights. The company offers licenses across 19 different FCC radio service types including narrowband, wideband and broadband frequencies from 150 MHz to 40.0 GHz. selectspectrum.com

About Pycom

Pycom is a global Internet of Things technology company with a vision to give all connected ideas an opportunity to succeed. The company has pioneered an innovative and highly scalable IoT platform - a unique suite of hardware and software products that connect developers, enterprises and consumers. This creates an ecosystem between connectable things that removes barriers and reduces time to market for everyone. Since its launch in 2015, Pycom has attracted more than 30,000 customers in 87 countries and has gathered more than 340,000 developers to its global community as it helps everyone GOINVENT attractive solutions for the Internet of Things. Visit Pycom online at www.pycom.io, on twitter with @pycomiot or linkedin with www.linkedin.com/company/pycom

View source version on businesswire.com: businesswire.com

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy6/19/2019 3:34:53 PM
   of 256
 
More Tailwind News and say 'Hello' to Bevin Fletcher @ fiercewireless.com handling DISH news.
Bevin has a total of two stories under her by-line.... hey grrrl You write'm we link'em.

Then, Sequans earned a headline on lightreading.com for its Kudelski tie-in. (link below)

Then, the 2.5Ghz spectrum is getting FCC expansion to make a wider 150Mhz section available for cellular voice and FWA/BWA. This is a similar action to that taken on CBRS so-called 3.5Ghz band which is actually 400Mhz wide but only 200Mhz opened to date for CBRS.

Anyway, this is tailwind because
- we are world leading experts on BOTH 2.5Ghz and 3.5Ghz dating back to WiMax on both 2.5Ghz here in USA as Clearwire and Italy's Linkem on 3.5Ghz AND NOW CONVERTED TO LTE.)
- the whole world knows Sequans expertise who was once a leading provider to Alcatel.
- DISH is maneuvering to gain ready-to-use spectrum, NOC facilities, and revenue stream in a deal that helps him and FCC as they both try to overcome obstacles
- FCC needs to become free of Huawei equipment ( see comment here Message 32202942 Those hints suggest that Charlie is effectively buying out ALL the prior Clearwire assets )
- DISH needs to beat an imposed deadline for utilizing his spectrum but is overwhelmed by the certification process.
- I expect there is a deal which satisfies everyone already stated and awaiting Congress and POTUS.
- DISH is already announced to be a pure M2M network for FWA/BWA and M2M Iot dumb industrial and Home&Office devices, but if true then they appear to accept some voice customers. I am not ready to believe these rumors are accurate regarding DISH operating voice - but maybe they are giving into pressure to be a voice MVNO to gain the other benefits. We shall see.

LAST, The question remains: Can Sequans convert from being a tech demonstration and certification entity to a genuine profitable revenue-generating entity? DISH could sure use GK's proven skills in that certification area.

FYI
FWIW
GLTA

REFERENCES
lightreading.com
Eurobites: Kudelski, Sequans Chip In on IoT Security 6/19/2019

fiercewireless.com
Dish could pay $6B for T-Mobile/Sprint assets - report by Bevin Fletcher | Jun 19, 2019
fiercewireless.com
FCC’s Pai plans to tee up 2.5 GHz auction for 5G by Bevin Fletcher | Jun 18, 2019
fiercewireless.com

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy6/22/2019 4:22:06 PM
   of 256
 
Dear Mr. President. Here's how to solve the Trade AND Security problem AND benefit USA citizens desiring financial gain in property ownership and equities both. And it enhances the business climate in cellular 4G-LTE-PRO and 5G development. All with a single act that injects cash into our Market that is currently leaking outward; wasted like a leaky faucet.

I had a lake home owned by Hong Kong's "Uncle". I leased it from the "Uncle's" Mercer Island-based property manager DCChan. I faintly recall looking up the true property owner and mortgage holder in County records and faintly recall the owner was the Great Chinese Laundry known as the Bank of California. Mr. Chan 'owned' several homes on that small lake.

While it is illegal in the simplest sense for Foreign institutions to buy up American homes - they must be individually owned - a front-man such as Chan can cover up ownership and represent himself as the stateside owner and escape scrutiny under a de facto policy of toleration.

China says 2019 is the Year of the Pig which is docile and friendly. But some of its citizens are here pretending to be docile and friendly while stealing and destroying. They are Smiling Tigers pretending. They are Tiger Pigs.

Well it's time to "cure" all those disloyal Chinese financial Tiger Pigs in America. It's time to remind them of the feel of a financial "butcher knife" rhetorically speaking.

They are the invaders conducting their own stylized version of an Opium War.
It's time for them and their Hong Kong Uncle to feel the reprisal for their "Opium War".

It's time to cure those disloyal Chinese Tiger Pigs laying in our countryside and send them back to China. "Cured".

It's time for Hong Kong and PRC and DRC to become part of the solution to today's financial and trade problem - beginning with the Bank of California.

When added to the loss of Honorary Consuls for conspiring to overthrow our Congress and steal technology, with and the end of easy student and work visas, then PRC will get the message.

It's time to send Chinese and Hong Kong Tiger Pigs home fully cured.

It's time to keep these USA generated dollars here at home. This is an instant LARGE injection of cash into our market similar to returning overseas troops homeward to buy hotdogs, hamburgers, and buy homes and clothing etc here. Spend USA dollars in USA, not overseas.

In the process, USA loyal citizens should have improved opportunity to own property and equity.
And our business market should benefit from an enhanced market in CAPEX projects, including cellular 4G-LTE-PRO deployment and 5G development.

Theoretically.
Godspeed Mr. President.

Best Regards,
frmrVZguy

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy6/24/2019 1:51:48 PM
   of 256
 
FCC listing hints approval of new Thales Gemalto division device and familty of products link here
Thanks to Gary M (GaryMi) on YAHOO for the finding.
Dunno why BING and GOOGLE are failing on my service........

Anyway, I say it hints Gemalto since the first letters of the device are typically related to the company as we have seen with the Verizon 'VZ' range of devices e.g. VZM20Q.
It also hints a product with global TAM.

That's progress.... in R&D.
Now about those sales............

fccid.io

reuters.com
April 1, 2019 / 11:02 PM French group Thales completes 4.8 billion euro takeover of Gemalto

europa.eu
European Commission - Press release
Mergers: Commission approves acquisition of Gemalto by Thales, subject to conditions
Brussels, 11 December 2018
The European Commission has approved under the EU Merger Regulation the proposed acquisition of Gemalto by Thales. The approval is conditional on the divestment of Thales' general purpose hardware security modules business.
Commissioner Margrethe Vestager, in charge of competition policy, said: “The importance of data security solutions to protect critical social, commercial or personal information is increasing. Today's decision allows the creation of a strong European player in this market, while still ensuring that the merger will not prevent customers from continuing to enjoy fair prices and innovative products. This is because we have approved the deal subject to Thales' offer of a strong remedy that will fully preserve competition on this important market.” ...
The proposed remedies
To address the Commission's competition concerns, Thales offered to divest its global general purpose HSM business, marketed under the nShield brand, to a suitable purchaser, who will continue to develop the product. The purchase should have significant experience in a field closely related to HSMs and a good reputation among EEA customers. ... (more)

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy6/28/2019 4:34:12 PM
   of 256
 
The Macroeconomics of Global Civil War: Investing strategies for SQNS holders and others who already know what a Global Bully is like and don't need convincing.
----
Call me Ishmael. And Captain Ahab is my POTUS.
Sigh...
If it were only that easy to plagiarize a metaphor.

Oh, there _IS_ a leviathan on the loose. But since whales are a subdued species found on our dining tables these days, Moby is no longer scary.

However, Godzilla and his Kaiju cousins as seen in theaters are the new not-yet defeated threat lurking in the deep places out of sight.

THAT is the metaphor of today. The hidden unnatural enemy 'other' that lurks and intrudes into our lives. And Jaegers are the mechanical giant robot human-driven heroic foil of Kaiju.
I introduced Jaegers as economic saviors as I introduced consolidation as defense against the threat of PRC SOE giants: kaijus. (here siliconinvestor.com

However, our POTUS is not the madman, self-destructive, delusional Ahab of Melville's creation fighting a Kaiju alone.
He is far more intelligent and calculated, with a Kabuki repertoire much broader than the media-created misogynist idiot-savant.

I came to recognize his tactics and have styled it as 'Herding Cats'.
Since then has has brulliantly bought time for Western consolidation to face the PRC Kaiju and trimmed mmWave expectations and has gotten tough with Regulators and competitors .
All of that enhances profits and Security simultaneously.

But the hydra of debauchery has too many limbs to stop by himself. He needs help.
Our help.
I'm calling for your help to slow or stop this attack with your own choices.

This second part of a series on Macroeconomics addresses the Global emergence of big cats, Kaiju, and the organized War they represent and how it affects investor choices.
Our POTUS faces a beast that is both real AND enters our world without invitation, while Melville's creation lived in a watery cage far away. ( See "Booo! isn't enough" siliconinvestor.com

SUMMARY
It's time to get big - scale up. Small cap firms are getting crushed without SCALE to compete with PRC

------

The doom we face today is the same as Netherlands's slide into debauchery post-Reformation as its citizens demanded freedoms Rome denied,... and then they overreached. Their King granted extremely liberal and hedonistic behavior in its far-flung colonies including drugs and unrestrained conjugal behavior. And those losses of personal integrity and freedom, not to forget the rampant medical scourge of STDs led to loss of Governance and State integrity designed to preserve rights and security both,
The Dutch fell hard and fast.

Our POTUS knows this History. And the Leviathan he faces is a multi-headed hydra from both outside and inside our borders. We are surrounded by an encroaching destruction and our own Politicians are inviting our own doom through encouragement and expansion of the industries of debauchery under the guise of freedom. All at the same time as physical and electronic invasions take our stuff.

Just one strong rebuttal is just observing manipulation of behavior and finances that result once a person is addicted. The Source of the addiction is manipulating the addictive results: corrupted drugs and Referees, gambling outcomes and more.

Melville described a person unreasonably vengeful, not defending anyone or thing except a wounded conscience and ego.

In the real world POTUS asks us to, and defends US from ourselves and outsiders. I wrote here Message 31692089

"SCALE: Taurus POTUS buys time for Western consolidation"
------
The East-West axis is well-described by news: spying, thieving, identity theft. It gets nearly uniform agreement.

The North-South axis is NOT well-described by news because the motives are not revealed.

The flood of illegal drugs and people isn't a simple gravitation to a border too open, to obtain a life of increased freedoms. It is a movement under construction for sixty or more years in SoAm, CentralAm and Mexico as the gospel of social justice Ministries were read from pulpits, and generations were taught to believe it is their right to make demands from World governments. It is a handout mentality without any personal or State integrity and support. A Socialist ministry and a Hegelian pressure cooker forced the corn to pop as desperation and opportunity mixed like gasoline and oxygen.

These aren't accidents.

I wrote here Message 32123103 in Part 1: Investing during Civil War/Unrest of the Manifesto I found printed in London 1952 declaring the 9/11 plan of attack. It used a term I had heard on late-night radio theater: The Quickening.

Back in the Spring of '96 I sat in a night school course on what I initially thought was a class on Spiritual Growth by a Franciscan Catholic teacher named Burrows only to discover in the 6th week that the Theosophical and Eastern Orthodox concepts devolved into a sudden and blunt statement of Racist White Supremacist Reincarnation theology. The described path to God was by evolving through Reincarnation and gaining increasingly Aryan traits each cycle. As you might expect I withdrew immediately without completing the lectures. Grace earned by a Savior who defeated Evil had no place in her Gospel. In fact, we were all living a lie of false Faith. Wow.

That teacher was appointed by a Franciscan Bishop of Rome named Szekely(sp?). And that Bishop's diocese were farming communities of Mexico. This TRUTH brings the debauchery of Entheology within the Roman church to light. And the current Bishop of Rome is leading the masses of Franciscan Entheology and Shamanic Theosophy devotees to march Northward.

They have to arrive illegally if they are going to 'body snatch' your SSN, identity and retirement as you age. We are already warned about SSN identity theft and false account creation to steal your benefits. They're here.

If you doubt all this can be, perhaps you will recall the era of gurus and Hindu influence brought by British pop stars of the sixties. Popular media has influence. You and I saw it happen.

My sister joined that circus and ended up in the inner circle of a cult having debauched herself entirely and demanding our family do the same - with limited success. And to this day she is proud of herself and her Indigo Baby.

It's sad that we must re-teach old lessons our Ancestors mastered in order to deliver to us our Rights. It's sad that we must fight for our Rights again in the onslaught of false freedoms that lead to a loss of Rights via debauchery of drugs and extremist Libertarian Hedonism.

What the H3LL does any of this have to do with investing?
Every dollar you invest is waging a kind of War in the Market of Life to gain root and blossom into a Garden of Eden. If your crop is getting burned and trampled by the Monsters of debauchery invading, then you starve literally and politically.

Our POTUS knows this History. He is well aware of the Fall of the Dutch and the occupations by Empire-seeking armies through the centuries. Their covert armies arrive first and establish domestic militias like our KKK. Our Civil War is just one. And the Armistice of 1865 has ended. Chechnya is another and the invaders are here.

But I wonder if POTUS knows the covert history of invasion in our country.
I wonder if private Yale societies organized as anti-Reformation, anti-Protestant societies of young deacons has come to his attention. You've heard of them and I met one who had a fat mouth. He talked about reports that were true and confirmed some rumors. Wow.

I wonder if Nazi-Hunting joint operations with UK established inside Langely by FDR, that have broadened their reach and purpose has come to his attention.
I wonder if he realizes Nixon looked delusional because he was a Protestant and not even made aware, much less 'read into' an operation strictly under his authority, and it was used against him.
I wonder if he realizes that operation continues with the assumption of POTUS approval even when POTUS is unaware.
I wonder if he realizes that the hydra has the head of a friend, or fellow officer. Sirens who cry out for his doom upon rocks.

Now come the masses from the South bringing Sacred Entheology rituals and Priests and Priestesses to teach this new wave of Entheology just as other cult leaders and gurus taught their Hindu or Buddhist debauchery. Their first message is that our Ancestors were gullible fools and idiots. And now the earlier arrivals have passed laws permitting those Sacred Entheology rituals by permitting widespread use of drugs like Native NorAm shamen have performed for centuries.

But Sacred Entheology rituals are being joined by designer drugs.

Can you defend your own integrity, property and Rights under these influences? Can you defend your children from this?

Our ancestors taught us: NO. What looks to some like Puritanism is actually a pragmatic acceptance of necessary defenses. Modesty inhibits excesses and invites respect for old lessons.

Do you still want to invest and develop the Drug Cult Industry?
Are Egyptians extinct?
Are Mayans extinct?
Are South China drug cults of the first millennium smashed by Chinese warriors to end the sociopolitical imprisonment extinct?
Did Rasputin overthrown a Nation with drug use in the Royal inner circle?
Did Netherlands lose their standing via drugs, debauchery and foolish investments into Lotus flowers?
Is that really so different from today?

My freshman year of college one roommate was a total stoner who arrived like a rat overboard carrying a mountaineering backpack filled: with a brownie pan of hashish (Moroccan Blond) on the bottom for ballast, the rest was Pot except for a couple articles of clothing on top. We had hellashus fights and I learned that Lutheran Church school had already abandoned morality and personal security. He dropped out and returned to Africa in pursuit of an indigenous hallucinogen undocumented in the West. He became an Ivy League Anthropologist and probably an aggressive ... ahem... Entheology devotee and evangelist. If he is honest he'll acknowledge that drug prevented its users for centuries from creeping
out of the jungle shadows and seeking betterment and solutions to problems.

Unreality interferes with reality and creates surreality. A weakened mind weakens personal defense and increases fear of the unknown.

If our Nation cannot stop the Dutch-like slide into debauchery, how do we invest securely?
If we are too stoned to care, how do we defend our country and ourselves?

Stay sober.
Avoid debauchery and don't support it in any way. Support the prohibitions of debauchery - at least to contain it with some kind of moat.
Invest in companies that support us FIRST. International business is not an objection.
Investing overseas ONLY is a concern. Joint Ventures gives respect to local control of local security.
Employing H1-B holders first and most is a red flag.
Foreign credentials are usually a fraud along with the character of the holder.
We deserve better than slum dogs and liars.

Our character is learned from long years of experience.
Transplants often object to our character and embrace the failed lessons of failed civilizations. Then they teach their B.S. to curious youth.

We all realize Southern Whites are afraid of angry Black employees - and for damn good reason. But importing labor because you never dun'em wrong and they ain't mad at'cha isn't a good reason.

The compound interest of Honor needs to start somewhere so that grandbabies have gandparents with honor.

Start today. Invest in jobs here at home. Support good education and especially work training and internships.
Support the Jaegers of industry and government. We need strength for our protection.

Our most valuable crop is our people who love and respect our Common Defense.
Find the servants who are competent and defend against debauchery and promote them.

Exporting jobs and importing debauchery is the wrong way to invest. It is Lotus Flowers.

Remember the Dutch failure. Debauchery is the downfall of nations.

This is what the Macroeconomics of Global Civil War looks like as outsiders tear away
at the fabric of a civilization.

Ask Russia if Rasputin was destructive.
Ask China if Opium was destructive.
Ask Netherlands if unbridled Liberalism and Hedonism was destructive.
These behavioral and personal and political matters can spill over to create the Macroeconomics of Civil War in a country.

What is so unique today is the concerted multi-national nature of the currant crisis making it Global: the Macroeconomics of _Global_ Civil War.
The Cats of Helsinki and the Ancienne Regime have joined the Kaiju to become a common enemy
Message 31700526

There has never been a time to be as conservative and cautious in USA. Oceans no longer protect us.

The contagion in PRC has trapped small unallied nations and the weaker of our own allies.

Financial and behavioral conservatism is needed.

Caveat Emptor.

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy7/4/2019 2:48:04 PM
   of 256
 
REUTERS: Tailwind? EU backs IP-based V2V, V2x Do WiFi firms add LTE now since it doesn't fallback to 2/3G?
Is this an opening to LTE-only?
TAM grows?

Dunno

FWIW

reuters.com
July 4, 2019 / 5:23 AM
EU opens road to 5G connected cars in boost to BMW, Qualcomm

Foo Yun Chee

BRUSSELS (Reuters) - European Union states opened the way to competing technologies for internet connected cars on Thursday, rejecting a European Commission push for a wifi-based standard backed by Volkswagen...

The result represents a win for BMW ( BMWG.DE) and Qualcomm ( QCOM.O) which support a rival 5G telecoms system....

This contrasted with EU lawmakers in April who endorsed the wifi plan over 5G technology. The auto and tech industries have been split over which technology works better and is safer...

EU ministers are due to meet on July 8 when they are expected to formally reject the wifi proposal.

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy7/7/2019 11:23:34 PM
   of 256
 
Interpreting market signals: Math versus DD. Spotting what's Next before Opening
Sunday night Pre-Market Tips: Bank Stress tests and DHS $500k fines suggest D_o_Treas War against foreign contagion ramps up this week

Banks have ramrodded their cannons and fired test salvos. Its time for the real deal.
DHS has threatened $500k fines per junk news stories but the real target is EB-5 holders who qualify with $500k minimum investment accounts.

Expect banks doing business with EB-5 holders to be effected and USA banks to step in as Angels and White Knights. One example is Bank of California.
- Run for cash and safety is expected.
- Foreign accounts possibly liquidated as Congress threatens additional PRC equities suspensions for failures to disclose.
- Volatility as selling increases might be misinterpreted but buying opportunity is arriving: see any and all equities held by PRC EB-5 firms.
- Real Estate is a major target.
- PRC ADRs a major target: think Alibaba.

50 years ago I was a surprise local standout in track. The little kid everyone dissed became a shock.
Decades later that kid survives only due to heart training from the past.
But in between there was another moment with another standout in track. This guy was a true Olympic challenger and V.Pres of a global investment and trading firm. We crossed paths socially one day and briefly had business ties. He had a fallout that resulted from an SEC investigation. I had unique insight due to personal knowledge plus a company he IPO'ed had a (former) CFO who was also a personal friend.

It is only some 20 or so years later that the public learned dotGOV was battling currency and FOREX abuses in those very same years. But privately the drug money was well-known to be flowing. HSBC is famously in the news but details were secret in my own experience. However the dotcom bubble had a bubbly machine connected to it.

All these years later Congressperson ties to the situation are still not revealed which proves that its better to ask forgiveness than permission if you're a Congressperson. Treasury seems to have a confessional booth.

Why the walk down memory lane?
Treasury is about to conduct another financial crackdown and it has its partners all prepared according to reports. While this might seem a new and unrelated crackdown it is a continuation of the older HSBC and FOREX abuses in a new arrangement. This time the dollars are being laundered in plain sight. The players and accounts are now distributed widely rather than concentrated in trading houses. Self-trading and money transfers are now normal. Back then they weren't.

You know the news. You just haven't connected the dots because you don't think about the subject much. Because my father was a Federal Reserve official these topics are my daily bread.

What you know:
- Companies have been reducing debt and CAPEX for 6 months and more.
- Congress warns to expel and de-list PRC companies failing disclosure regulations.
- DHS warns of $500k fines: think EB-5, not penniless immigrants.
- POTUS warns of financial penalties for PRC economic abuses.
- Treasury completes stress tests for banks.
- Even Mother earth is shaking to get attention (maybe).

These mean all the branches of dotGOV and dotCOM are synchronized and ready to act.
You need to be aware and ready.
A dash to cash is about to occur and the SP effect might be called an end to a bubble by reporters unaware of a major equity liquidation by PRC EB-5 and offshore accounts. These accounts are now a tail that wags the dog.
This is the next stage of responding to the PRC contagion.

This will be a buy opportunity after a shake-out.
Expect Blue Chips and Small Caps to be winners.

You should know that banks handling these PRC transactions will be adversely affected.
Highly leveraged businesses and individuals will suffer.
You should expect financial liquidity emergencies requiring outside Angels and White Knights.
You should expect a wave of effects from equities trading to real estate to high growth industries that are darlings of investors: think Alibaba as an offshore case and Amazon as a domestic case.
You should read news critically as these events unfold.

IMO
--------------------------------------------------------------------------------------------------
a very short list of REFERENCES
RE: EB-5 visa holders and Honorary Consuls
fox29.com
Trump administration issues notices of $500K fines for immigrants in US illegally
----
marketwatch.com
Bank stocks rally after passing latest stress tests By Ciara Linnane
Published: June 28, 2019 10:11 a.m. ET
----
ft.com
Deutsche Bank to exit equities trading in radical overhaul...
The new strategy signals a retreat from Deutsche’s global ambitions and its aim to be Europe’s main rival to Goldman Sachs. One year ahead of Deutsche’s 150th anniversary, Mr Sewing is refocusing the lender on its historic foundations — financing German and European corporate clients and domestic retail banking...
The actions “are designed to allow Deutsche to focus on and invest in its core, market-leading businesses of corporate banking, financing, foreign exchange, origination and advisory, private banking and asset management,” the lender said.
----
wsj.com
Deutsche Bank to Exit Global Equities, Trading Business
German bank will cut 18,000 jobs by 2022 and will focus on serving European companies and retail-banking customers, including wealthy clients
By Jenny Strasburg Updated July 7, 2019 11:56 am ET Deutsche Bank AG moved Sunday to gut its global ambitions as a trading powerhouse...
---
reuters.com
July 5, 2019 / 9:12 AM Buoyant U.S. stocks at odds with downbeat market signals NEW YORK (Reuters) - Even as record highs this week in the major U.S. stock indexes telegraph confidence on Wall Street, caution abounds in other U.S. markets, where falling bond yields and flailing small-cap stocks indicate investors are torn about where to place bets.... With the muddled market outlook, several market strategists suggest splitting the difference: adding to positions in defensive sectors while looking for opportunities within beaten-up areas of the market, such as small caps...
---
reuters.com
July 6, 2019 / 7:45 PM China will further open up forex market: regulator BEIJING (Reuters) - China will fend off cross-border capital flow risks and continue to open up its foreign exchange market, the forex regulator said on Sunday. The regulator will deepen forex reform and strengthen a crackdown on forex-related irregularities, the State Administration of Foreign Exchange said in a statement on its website.
-----
cbsnews.com
Top immigration official says ICE is ready to deport 1 million undocumented immigrants
Jul 7, 2019

Share RecommendKeepReplyMark as Last Read


From: frmrVZguy7/10/2019 12:57:00 AM
   of 256
 
Bank Wars have Started: My Letter to President Xi. "the Way to the Future "

Dear President Xi,
During my more than six decades of life, there has not been a better time for rapprochement with USA and all that means for peace and prosperity than this current Presidency of President Donald Trump. Here's why.

Sir, I stipulate your high intelligence, and that of Premier Li. I do not dispute the challenge of presiding over a nation of 1.5 Billion people. I do not forget the history of colonial invasions of your country.

Sir, I remind you of two great and high historical Truths that are rarely if ever taught in the West:
- Anglican colonialism is the colonial effort that is most successful in all of the world including your own land. And it is ongoing to this very date as President Putin can describe in the Caucasus. That exact colonial ambition and effort is the casus belli for the military event that in USA is called the 9/11 attack.
- The philosophical engine behind Anglican colonialism is a form of Christianista Fascism in which a sectarian faction holds enough key offices to control Government.

This is the Anglican ambition you are currently inviting into your country under the false belief that USA is a willful bully on a global scale.

I write to you to correct your understanding and hope that in doing so, your eyes will be opened to the expertly formed lies of Western History, and thus you can be corrected.

I hope I am not too late.

Sir, the USA belligerence and invasion of Central Asia was established by Anglican American Christianista Fascists, headed by an Anglican family named Bush, who are in lock-step marching with England's plan. They are baptized and sworn members of the Anglican church. This means they had hidden and divided loyalties.

The war was initiated by a grand deceit once those Christianista Fascists had assumed office. It was not the Will of the American People nor was it fully supported by our Congress because so many so-called facts were in dispute. And it is even more today criticized by the American People as Truth has been cleared from the 'Fog of War'. The PLAN was enunciated by the Englishman Worth Smith and published in London in the year 1952 under the title: Miracle of the Ages. The War was described along with the casus belli, declared and dated Second week of September, 2001. They did it. This is published fact. If you ignore this it will become your truth also.

Sir, This Anglican Christianista Fascism is what you are inviting into your country as you embrace England. It is a disease and a curse that you will not survive, exactly as it has slowly invaded and strangled opposition in USA political governance since the end of our Civil War in 1865.

Sir, There is one TRUTH I am confident you agree with: USA rejects an official State Church and an official Church membership to hold office. The sad state of politics in USA is due to poor education of its citizens, expertly deceived by the curricula of Schools and colleges financed by the 'generosity' of Andrew Carnegy. This wealthy Anglican Christianista Fascist and Lodge Man endowed in perpetuity the project I write about here and described it in his Second Edition dated 1893 of TRIUMPHANT DEMOCRACY. His Anglican Supremacist Christianista Fascist racialized view was elaborated in the final chapter named EPILOGUE.

Sir, There is a second TRUTH I am confident you agree with: USA has been a friend of the People of China during terrible times of War. We have proven with Time, Talent, and our most precious Treasure that we have an agreement with your County's Welfare. And I ask that you pause and consider my words of History and how WE the PEOPLE of USA contrast with the English and American Anglican Supremacists.

Last, I call to your attention the pragmatic and Monarchy-sceptic character of our current President Donald Trump. I believe you will agree it is true that President Donald Trump is not an Anglican Supremacist Christianista Fascist as was G.H.W. Bush and G.W. Bush. Even B.J. Clinton was a marching Euro-Supremacist who brought debauchery to his term just to prove how USA was being debauched and failing those higher Principles in its Declaration of Independence which rejected the historical debauchery by Europe's Monarchs.

It is the non-sectarian pragmatism of President Donald Trump that brings the greatest opportunity to forge in perpetuity an economic, political, and cultural agreement between our United States of America and One China. Yes, Sir, One China.

I genuinely and sincerely hope and pray you take these humble words and this moment of history together as they offer to us a genuine opportunity we likely will not see again in our lifetimes.

And I hope that careful consideration of the contrasting and invasive Anglican history will give you reason to consider these humble words. If you err, you advance to your eventual doom just have other nations before you.

Sir, long years of sectarian war in your country have taught you to hate Sectarianism. Those lessons are the reasons for your political system. President Donald Trump represents a non-sectarian pragmatism you may not see again in a negotiation if you allow Anglo- and Euro- centric politicians to frustrate our negotiations.

It is precisely the non-sectarian pragmatism of President Donald Trump that offers such an opportunity, so that you must not dare history. And I remind you of another such great non-sectarian pragmatist, that of President Ronald Reagan and his borrowed remarks: Trust, but Verify. And then also the words: Mr. President, Tear Down This Wall.

Please look, Sir, at how the slow march of time has mellowed the hatred between USA and Russia since that Cold War began thawing. We Three Nations are the result of precisely the non-sectarian pragmatism of our Ancestors. We should be friendly trading partners and economic leaders. And our non-sectarian pragmatism should be for the whole world. "the Way to the Future "

I hope, Sir, you can hear the wisdom of your predecessors, as well as the wisdom of my and Russia's Ancestors as we discuss a non-sectarian and pragmatic version of 'Trust, but Verify' for our world today. War can be a cruel teacher but the lessons are remembered.

Finally, I understand that the news of your banking represented by the REUTERS news below represents another action to discipline your Market behavior. I also recognize that it is the first known Regulator cannon salvo fired by your government at a foreign bank, one from a country that has already acceded to your entreaties in your Belt and Road project. They are a SAFELY WEAKENED BANK AND STATE SINCE THEY ARE ALREADY ACCEPTING YOUR FINANCIAL OFFERS. Thus I realize you consider it safe from reprisal. I realize it is a demonstration of your desires and a carefully selected test, not likely a broadened reprisal policy. And I realize it is also an expression to the West of a general desire for Market discipline and your Will to achieve it. This is therefore possibly hopeful for additional Regulatory discipline and verification in the future. Nonetheless it is hostile and deserves more sunlight.

Let's talk. I'm certain President Donald Trump welcomes an outcome stylized as 'Trust, but Verify'. And I'm confident Europe will welcome a warming of the current economic chill.

Be Well.
Regards.

FrmrVZguy
----------

reuters.com
July 9, 2019 / 6:43 AM China fines UniCredit AG unit $1.5 million for embezzlement BEIJING (Reuters) - China’s banking and insurance regulator said on Tuesday it fined an onshore branch of Italy’s UniCredit Bank AG [UCCDB.UL] 10.3 million yuan ($1.50 million) for embezzlement. A UniCredit employee transferred “a huge amount” of clients’ money to external accounts without authorization, according to a statement issued by the Shanghai bureau of the China Banking and Insurance Regulatory Commission (CBIRC) on its website...

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10