Gavin Williamson, Steve Bannon, Bobbi Brown, Quentin Tarantino, Formula E

Gavin Williamson, Steve Bannon, Bobbi Brown, Quentin Tarantino, Formula E

Caracal Global Daily
May 2, 2019
Curation and commentary from Marc A. Ross

Reporting from Alexandria, Virginia 

Caracal Global Daily  = News + Analysis at the Intersection of Globalization + Disruption + Politics

TOP FIVE

✔️ May sacks UK defense secretary over Huawei leak

✔️ Pop-up outdoor roller skating rinks are coming

✔️ Steve Bannon’s alt-right academy — and one village’s fight to stop it

✔️ Quentin Tarantino's "Once Upon a Time in Hollywood" will run at Cannes 

✔️ How Formula E built a fan base from scratch

ROSS RANT

Living in a direct marketing world powered by the WWW

Today we have a micro-media and personalized broadcast communications environment which serves the needs of the end user.

When it comes to the WWW and the direct marketing communications environment, being multi-dimensional beats being single-dimensional. 

Surprise beats consistency. 

Emotion beats fact.

Funny beats dour.

Useful beats sales. 

Beautiful beats boring. 

Inspirational beats directional.

The best communicators understand this communications environment instinctively.

-Marc

GLOBALIZATION

Venezuela’s opposition held talks with government on ousting Maduro: WSJ reports, the opposition held secret talks with members of President Nicolás Maduro’s inner circle in recent months in an ill-fated bid to get Mr. Maduro to leave office.

The Times: US warns Moscow against propping up Maduro regime

Reuters: Maduro hangs on as Venezuelan protests peter out

US commitment to regime change in Venezuela tested: FT reports, the administration weighs its next move after Juan Guaidó’s bid to oust Nicolás Maduro stalls.

Venezuela opposition’s plan to oust Maduro crumbles, leaving US to mull next steps: WP reports,the Trump administration has sent mixed messages about what role, if any, the U.S. military might play in resolving the crisis.

US Navy plans to extends its reach in the Arctic: WSJ reports, the Navy and Marine Corps are deepening their commitments to Arctic security and to operations in Alaska.

FT: May sacks UK defence secretary over Huawei leak

PM implicates Gavin Williamson in 5G disclosure but former ally denies responsibility.

Williamson will be replaced by Penny Mordaunt, who served as international development secretary. She is the UK’s first female defense secretary.

Williamson hits back at May over his sacking: FT reports, the former UK defense secretary says PM conducted ‘kangaroo court’ after Huawei leak.

For me, the removal of Gavin Williamson is the ultimate case study capturing the intersection of globalization, distribution, and politics. These forces are creating new operational rules which are checked by old government rules.

Why Boris Johnson looms large over the Brexit endgame: The prospect of the former foreign secretary becoming prime minister permeates all debates on what comes next. https://on.ft.com/2GVWulB

FT: US labour leader warns of ‘inferior’ China trade deal

AFL-CIO’s Trumka fears agreement will lack restraints on Beijing’s industrial subsidies.

Former CIA operative admits to spying for China: FT reports, a case officer pleads guilty after helping to decimate US espionage network.

Ex-CIA officer pleads guilty to espionage conspiracy with China: DW reports, a former CIA officer who is a US citizen from Hong Kong has been charged with conspiring with China to commit espionage. Jerry Chun Shing Lee allegedly received money in exchange for information, including agents' names.

“It’s the first time that we will have a great power competitor that is not Caucasian." -- Team Trump on China.

China's furtive underwater nukes test the Pentagon: Reuters reports, until recently, China lacked a reliable nuclear second-strike capability. Its ballistic missile submarines, which can deliver a nuclear weapon, are changing that. Now, the United States is pursuing these subs in a cat-and-mouse contest.

Nikkei: Trump spoils Xi's Belt and Road Forum, without even attending

Beijing's infrastructure initiative becomes symbol of US-China power struggle.

The Trump administration refused to send a delegation to the Beijing gathering, and well-known American business figures stayed away. Even the media center seemed short on American reporters.

China concluded that it would be difficult to secure interests in the Pacific and chose instead to look west to expand its own economic sphere. Strengthening relations with Central Asia, Eastern Europe, Southeast Asia, South Asia, and Africa was, in a way, avoiding a head-on clash with the US.

DISRUPTION

LAT: Pop-up outdoor roller skating rinks are coming to LA this summer

“The thing with roller skating is that people don’t even realize how much they’ve worked out going around the rink that many times,” said Ann Potenza, producer and founder of the Pop Sk8 events.
 
@ballmatthew: Almost every canceled show from the dawn of TV was canceled by data.

POLITICS

Barr won’t attend House hearing, following fierce session in Senate: NYT reports, Attorney General William P. Barr faced blistering criticism from Democrats about his characterizations of the Mueller report. The conflict escalated when Mr. Barr said he would not attend a House hearing. Democrats may now subpoena him, setting up a showdown.

Barr recasts McGahn’s account of Trump’s efforts to push out Mueller: WP reports, William P. Barr’s view of the episode with the former White House counsel provided the most revealing look yet at his rationale for determining there was not sufficient evidence to charge President Trump with trying to thwart the probe.

Tiger Woods is scheduled to visit the White House next week to meet with Trump.

Reuters: Biden's rise in 2020 race catches Trump's eye, unnerves his allies

Bloomberg: Biden campaign juggernaut forces other Democrats to recalibrate

WP: Biden says China is ‘not competition for us,’ prompting pushback from Republicans

“This will not age well,” Sen. Mitt Romney (R-UT) tweeted in response to Biden’s remark at an Iowa campaign stop.

I agree with Biden.

When I see China I see a nation copying the West:

Tall buildings
Clothing
Internet
Transportation systems
Hardware design
Sport leagues
"China Dream"

Where's the innovation?

I agree with Biden.

What's the one Chinese innovation that has changed your life? 
What's your favorite Chinese brand?
What Chinese university does your child aspire to attend?
What's your favorite Chinese company?
What's your favorite Chinese idea?

What's the US scared of?

Nikkei: Foxconn's Terry Gou assures Trump that Wisconsin plant is on track

At rare White House meeting, tech tycoon says facility will open in May 2020.

Bloomberg: Foxconn struggles to put Wisconsin first

Progress is slow on promises to create jobs and support business in the state.

Steve Bannon’s alt-right academy — and one village’s fight to stop it: How an Italian monastery became part of a plan for a populist Europe. https://on.ft.com/2H49ar1

COMMERCE

Volkswagen said profit dropped nearly 10% in the first quarter, hit by slowing growth in China.

Amazon dismissed the idea of running a fully automated warehouse in the near future, citing the superior cognitive ability of humans and the limitations of current technology.

CULTURE

LAT: Family in China paid $6.5 million to college admissions fixer for a spot at Stanford, sources say

Family paid $6.5 million to get their daughter into Stanford: WSJ reports. a family from China that paid a college counselor $6.5 million for help securing a spot at a top college did so to land their daughter at Stanford University, and connected to the counselor via Morgan Stanley.

LAT: BTS and Halsey lead new pop generation at Billboard Music Awards

Quentin Tarantino's much-anticipated new film "Once Upon a Time in Hollywood" will run in competition at this month's Cannes film festival, organizers said Thursday.

Makeup queen Bobbi Brown on selling a business, starting another https://bloom.bg/2GR87ua

Her new wellness line, Evolution_18, moves beyond skin deep to tackle inner beauty.

SPORT

@FOXSports will be producing a live show on Twitter every matchday called ‘FIFA Women’s World Cup Now' from Paris. 

How Formula E built a fan base from scratch: The all-electric motorsport tapped into e-gaming and social media to attract young supporters. https://on.ft.com/2GRNdv7

Now in its fifth series, the ABB FIA Formula E championship has succeeded in mobilizing an audience and public profile that has delighted sponsors and backers, not least in connecting with a younger, urban audience.

“We have a full team of community managers at the track commenting on almost everything that is happening before and during the race on social media, capturing content that is interesting in real time.” 

Champions League - Final Four (2nd Match):

Tottenham v Ajax - 8 May @ 3:00 pm ET (Ajax +1)
Barcelona v Liverpool: 7 May @ 3:00 pm ET (Barca +3)

NATO, Wellness, Pete Buttigieg, Elizabeth Holmes, Idris Elba, Formula E

NATO, Wellness, Pete Buttigieg, Elizabeth Holmes, Idris Elba, Formula E

Caracal Global Daily
April 12, 2019
Curation and commentary from Marc A. Ross

Reporting from Alexandria, Virginia 

Caracal Global Daily  = News + Analysis at the Intersection of Globalization + Disruption + Politics

TOP FIVE

✔️ Arab Spring 2.0

✔️ For NATO, China is the new Russia

✔️ Who comes to the rescue of stranded robots?

✔️ Buttigieg is the hottest thing in politics. Can it last?

✔️ Uber warns it may never make profit

GLOBALIZATION

A second North African autocrat is on the verge of being felled this month by massive popular protests: Call it Arab Spring 2.0.

NATO to enhance security in the Black Sea region: UK Defence Journal reportts, NATO Foreign Ministers agreed a package of measures to improve situational awareness in the Black Sea region and strengthen support for partners Georgia and Ukraine. 

For NATO, China is the new Russia: Politico reports, Beijing, rather than Moscow, was the top concern as the alliance gathered in Washington early this month. 

Military drills in Arctic aim to counter Russia, but the first mission is to battle the cold: NYT reports, bitter temperatures pose an immediate threat to NATO troops defending icy waterways.

Indonesia unrest: The former special forces commander taking on President Joko Widodo in next week’s election has vowed to tap into a “tsunami” of discontent he says is building across the country. As Bloomberg reports, Prabowo Subianto has challenged tens of thousands of supporters at rallies to reject the April 17 result if the president wins a second five-year term, setting the stage for a disputed poll and possible mass protests.

Malaysia to resume China-built Belt and Road rail project: FT reports, Beijing agrees to cut cost by a third to break year-long impasse.

Japan’s population decline accelerates: FT reports, country set to lose equivalent of a midsize city every year for foreseeable future.

As China trade war cools, Japan braces for its clash with Trump: Bloomberg reports, the world’s third-biggest economy has a lot at stake in the talks, which are expected to start next week in Washington just as the U.S.’s negotiations with China appear to be winding down. Prime Minister Shinzo Abe is desperate to avoid tariffs or quotas on lucrative auto exports, while Trump wants to crack open Japan’s agricultural market and reduce a $60 billion trade deficit.

Millions of Chinese youth 'volunteers' to be sent to villages in echo of Maoist policy: Guardian reports, Communist Youth League students to ‘spread civilization’ in countryside and ‘promote technology.’

David Hoffman: What’s missing from the US-China trade deal: The only way to truly change Chinese commercial behavior is to open up the country to full and unhindered foreign competition. 

Theresa May could bring forward Brexit bill to break deadlockon deal: The Times reports, Theresa May and Jeremy Corbyn agreed last night to press on with Brexit talks as the prime minister spelt out a new route to reaching a deal in the Commons. The party leaders held a short meeting in parliament after Mrs May updated MPs on the latest Brexit delay.

The Times: Jacob Rees-Mogg’s sister to stand for Farage’s Brexit Party

Annunziata Rees-Mogg told the party’s launch in Coventry that she had been a member of the Conservatives since 1984 but that Brexit was a “fight we must win”. Last year Mr Rees-Mogg was quoted describing his younger sister as “my Brexit conscience who ensures I do not go soft”.

Roger Cohen: Brexit heads for that riveting black hole: Brexit could still happen. But for the first time the odds on it happening are no better than even.

Brexit exposes painful disconnect between England and Britain: The split can be traced back to the Blair government’s election in 1997 on a commitment to parcel out powers. https://bloom.bg/2UQh0Nx
 
Can Brexit Britain still laugh at itself? The British pride themselves on their GSOH — but what happens when politicians are in on the joke? https://on.ft.com/2KuLbpD

One of Coldwar Steve's dystopian photomontages of modern Britain; he posted this one on Twitter in March.

Greece eyes 16+1 group of China and eastern European states: FT reports, move comes in spite of European Commission’s branding of China as ‘systemic rival.’

The move comes as the European Commission branded Beijing a “systemic rival” and was alarmed by Italy’s decision to become the first G7 country to endorse the Belt and Road Initiative, China’s global infrastructure investment drive. 

DISRUPTION

Digital-native retailers are giving physical stores a radical makeover: Online brands are opening brick-and-mortar shops, using technology and data-driven customer insights to transform the in-store experience. http://bit.ly/2UQ3Dgq

The best brands work seamlessly offline and online.

Who comes to the rescue of stranded robots? Humans: Food-delivery robots are everywhere, but they often need some help from softhearted humans when their navigation goes awry. https://on.wsj.com/2ULGjk0

The basic questions about universal basic income: After years of hype, UBI could become a large-scale reality. But first, policymakers and businesses will have to address fundamental implementation issues.

Why successful men are meditating and trading beer for green juice: WSJ reports, wellness—the umbrella term for everything from meditation to yoga to moringa oil—is no longer just for women. Increasingly men (and businesses) are getting juiced about holistic health.

Wellness was a Brigadoon Sundance 2019 topic, just sayin'. 

POLITICS

Sabato's Crystal Ball: Frontloaded primary schedule suggests the possibility of an early Democratic knockout http://bit.ly/2UQ3lpQ

-- The size of the Democratic field, combined with the party’s proportional allocation of delegates and other factors, raises the possibility of a very long nomination process that may not be decided until the convention.

-- However, the voting calendar is so frontloaded that a nominee may emerge relatively early in the process.

Trump 2020 challengers dodge wall street and corporate donors: The money race in the 2020 Democratic presidential primary is more Walmart than Tiffany so far. The biggest war chests mostly have been amassed in increments of $200 or less, and primarily online, Bloomberg reports. Candidates are making a virtue of the modesty of their average donation -- as low as $20 -- while swearing off deep-pocketed donors, who are increasingly a liability with their base. 

LAT: Mayor Pete Buttigieg is the hottest thing in politics. Can it last? 

COMMERCE

Elizabeth Holmes’ failed Theranos was just granted 5 new patents in 2019: CB Insights reports, after being accused of years of fraud, Theranos officially shut down in September 2018. But in March of this year — and just a few months after its death — the company was granted its first blood-testing patent of 2019. Since then, Theranos has been granted 4 additional patents.

Chevron is acquiring independent exploration company Anadarko in a $33 billion deal.

Move is most significant consolidation since period of weaker oil prices began in 2014.

JD.com is rolling out wide-scale layoffs and closing most offices abroad to cut costs to cope with a slowing economy and rising competition. 

Disney unveils streaming service aimed at undercutting Netflix: FT reports, CEO Bob Iger expects five years of losses in bid to catch up with high-tech rivals.

Uber maintains heavy spending to keep rivals at bay: FT reports, ride-hailing app’s ‘winner-takes-all’ strategy will continue to cost billions.

Data from Uber’s IPO prospectus:

Uber will offer ample employment opportunities for lawyers for years to come. Among the legal risks it points to: “a number of inquiries, investigations, and requests for information” coming from the US Department of Justice, along with other agencies from the US and other countries. 

$860 million possible: Travis Kalanick, the former chief executive and co-founder who still sits on Uber’s board, holds an 8.6 percent stake in the company.

How big Uber can get: The company laid out several total addressable markets for its different businesses, adding up to more than $12tn in market opportunity it hopes to disrupt.

- Personal mobility: $5.7tn, consisting of “all passenger vehicle miles and all public transportation miles in all countries globally” totaling 11.9tn miles

- UberEats: $2.8tn, the amount consumers spend at restaurants

- Freight: $3.8tn, the market for freight trucking in 2017

The Times: Uber warns it may never make profit

The world’s largest taxi-hailing company revealed that it made a $3 billion operating loss last year.

Grab faces $2bn payout to Uber if no IPO by 2023: Nikkei reports, US ride-hailer has redemption right according to prospectus.

LAT: Amazon’s entry into the satellite internet market sets up another faceoff between Jeff Bezos and Elon Musk

CULTURE

Idris Elba is DJing at Coachella.

LAT: Fancy Chinese food is here to stay — and it's about time

If the Chinese Communist Party was smart, it would spend $1 billion supporting chefs and use premium Chinese food as a soft power tool.

I've never understood why Beijing hasn't propped up a high-end food joint in NYC.

'Clean' Chinese food by white restaurateur prompts outrage: NYT reports, the uproar over a restaurant in Manhattan has become the latest front in the debate over cultural appropriation. Arielle Haspel defended her concept and menu, while acknowledging some errors in presenting them.

Jonah Hill: from ‘Superbad’ to serious director: The actor-turned-auteur talks about Scorsese, skateboarding and why his debut feature ‘Mid90s’ is a ‘string of pearls.’ https://on.ft.com/2KwOqNu

Is the Hudson Valley turning into the Hamptons? NYT reports, developers have discovered the once-sleepy Catskills and are building million-dollar homes there. And now there’s a bus service modeled after the Hampton Jitney.

SPORT

ABB FIA Formula E championship powers away after a slow start: FT reports, a friendly collision with F1 looms as the electric racing series gains sponsors and fans.

Now into its fifth season, the ABB FIA Formula E championship features 13 races across five continents, with leading carmakers such as Audi, BMW, Nissan and Jaguar competing in the series.

Sunday: Formula 1's 2019 Chinese Grand Prix @ 2:10 am ET. The race will take place at the Shanghai International Circuit, Shanghai, China.